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HomeMy WebLinkAbout2013-03-14 City Council Agenda PacketBIG CREEK ELEMENTARY REVISED Call to Order 6:00 P.M. 1. Guided Tour of Cubberley Community Center Oral Communications 7:00 P.M. Agenda Items 2. Joint Study Session of the Palo Alto City Council and the Palo Alto Unified School District Board of Education: Presentation and Discussion of Final Report of the Cubberley Community Advisory Committee, Including Recommendations Regarding: (a) the Cubberley Community Center Property; (b) Related Management, Finance, Contract and Property Matters; and (c) Strategies for Next Steps. Adjournment Special Joint Study Session Thursday, March 14, 2013 @ 6:00 P.M. Cubberley Community Center Theatre 4000 Middlefield Road Palo Alto, CA 94303 Palo Alto City Council and Palo Alto Unified School District Board of Education education child care dance seniors softball 35 acres. The last large piece of publicly owned land in Palo Alto. What will its future be? Cubberley Community Advisory Committee Report Volume 1 Executive Summary An opportunity CCAC Recommendations culture b’ball art meetings music theater soccer VOLUME I Contents Executive Summary An Opportunity & CCAC Recommendations CCAC REPORT EXECUTIVE SUMMARY Cubberley. One of the most critical and important issues facing the Palo Alto community ... and at the same time one of the greatest opportunities. Originally opened as a high school in the 1950’s, Cubberley was closed due to decreasing enrollment in 1979. Thanks to visionary collaboration between the City and the School District, the vacant high school was replaced by a community center that has grown in use and importance over the years, filling a key and central role in community life. Now Cubberley is again at a critical crossroads. The School District believes that Cubberley will be needed again as a high school, and this is a community where education has a very high priority. At the same time, however, our growing and changing population cannot afford to give up valued and essential community center services, and there are no available comparable locations. Without Cubberley, many of these services could be lost to the community. Based on extensive research and deliberation, this Committee believes that a modern, more efficient site design is feasible, and with such design the site can support both uses — as it must. We strongly recommend taking steps now to prepare for eventual joint use of the site to provide both the school and community programming that are key to our quality of life in Palo Alto. Although the Cubberley Community Center currently occupies the entire 35-acre site, the City only owns 8 acres; the remaining 27 acres are owned by School District, and leased to the City. Together, this 35-acre site is the last major plot of publicly owned land in the City proper, and its long term future use is critical to both community services and education. With the lease between the City and the School District expiring at the end of 2014, a near-term decision must be made about renewal — this decision will set the stage for choices about the long-term future and use of the site. VOLUME 1 ... page i ‘ ’ Two roads diverged in a yellow wood, And sorry I could not travel both ...... Somewhere ages and ages hence: Two roads diverged in a wood, and I — I took the one less traveled by, And that has made all the difference. — Robert Frost This report of the CCAC — the Cubberley Community Advisory Committee — is the culmination of nine months of intense and dedicated effort by a diverse and representative committee of Palo Alto citizens seeking a win/win solution for the City and the School District. Our report is presented to both bodies with the strongest of recommendations that the City and School District work cooperatively to the end of achieving that win/ win outcome by planning for phased development to support co-location at Cubberley for the common good. A true synergy between both bodies working together could lead to opportunites not otherwise available to either. We recognize that this will not be easy, and that much work remains to be done, but the CCAC believes that this is a special opportunity for the community to come together and seize the opportunity to create a positive outcome that will create a better future for Palo Alto. The recommendations for the future of the Cubberley site that resulted from the CCAC process and effort are provided with a summary discussion in the Recommendations section of Volume 1 of this report. These recommendations reflect our basic belief that the community center function of Cubberley must be preserved. Given the School District’s expected need for a high school on the site at some future time, the CCAC recommends that that future be a shared City / School District use. A necessary first step toward achieving this end is for the City and School District to renew the Cubberley lease. But the CCAC unanimously agrees that such a renewal should be tied to a mutual commitment to use the renewal period to make concrete plans for long term sharing of the site. The CCAC believes that this shared use goal can be achieved to the betterment of the entire community — if the City and the School District work cooperatively together with the common goal of a shared use that will serve both the educational and community services of future generations of Palo Altans. This CCAC report is presented in four volumes. Volume 1 is a summary of the opportunity that Cubberley presents and of our recommendations for how to take advantage of that opportunity to create a positive reality for the future that will serve both community and educational needs. Volume 2 presents the reports of our four hard- working subcommittees: School Needs, Community Needs, Facilities, and Finance. The School and Community Needs reports underscore the great importance of both areas to community expectations and to the quality of life in Palo Alto, and include consideration of demographics. The Facilities report presents some exciting concepts about how the site might be used in a far more efficient and productive way to meet the needs of the community. The Finance report considers a number of financial issues associated with Cubberley’s long-term future, ranging from elements associated with the lease to funding options looking to the future. In considering the idea of a shared use of the site, the VOLUME 1 ... page ii VOLUME 1 ... page iii subcommittee work looked into what some other communities have done or are doing to achieve a similar goal. Volume 3 provides a wealth of background information, including the formation of the CCAC and a record of our meetings. Volume 4 is comprised of appendices including: CCAC minutes, master planning documents, City and School District financial outlook and budgetary information, joint use concepts, a CCAC briefing book, and tenant-related information. A very considerable community effort has been the basis for this report. The CCAC hopes that this provides a solid basis for the near-term decisions that must be made by the City and the School District ... and a strong beginning for a longer-term community effort with the City and the School District working closely and cooperatively together with the common goal of making the best and most complete future use possible for the very special community treasure that Cubberley has become. CCAC REPORT — VOLUME 1 Cubberley. An opportunity so important, so significant, and so far-reaching that it will profoundly impact future generations of the greater Palo Alto community. An opportunity so complex that its resolution will require leadership from both elected officials and involved members of the community. Achieving a positive resolution to an issue of this magnitude and import truly is a great opportunity. And, Palo Alto is a community with a history marked by problems that were faced and opportunities seized and solutions achieved that we benefit greatly from today. The last time Cubberley’s future was at risk, the City and School District forged a visionary partnership to serve the Palo Alto community by protecting the site and putting it to valued use that has endured for over 20 years. Today’s circumstances are putting that partnership to the test. This first volume of the CCAC report to the community presents a statement of the opportunity that Cubberley presents together with our recommendations for actions that we believe could lead to constructive solutions that will be our generation’s contribution to Palo Alto’s future greatness. An opportunity CCAC is the acronym for Cubberley Community Advisory Committee, but it could as easily be Community Conundrum About Cubberley. Because the decisions that must be made by the Palo Alto City Council and the Palo Alto Unified School District about Cubberley and which will determine its future present a complex and very difficult conundrum. The fundamental problem faced by the community can be summarized as this: Cubberley is a former high school which the School District thinks will be needed again as a high school at some undetermined time in the future — at the same time, since its closure as a high school, Cubberley has been transformed into a vibrant and irreplaceable community center, but in structures that were not designed to meet the facilities needs of today and which will require substantial additional investment to preserve. With the future of this last community asset of its kind under the cloud of these potential conflicting needs, a decision is pending about whether or not the City and School District should renew the lease, which has raised the question: can both of these community needs VOLUME 1 ... page 1 ‘’Before you attempt a solution, you must first define the problem. —Prof. Gene Webb, Stanford Business School be successfully served or will one advance at the expense of the other? Is a win / win outcome possible? Clearly, the City and the School District need to work together to achieve a win / win. This is the challenge which the community faces and which this CCAC report will attempt to address. The declared position of the School District is that they would like to keep the option open to use all 35 acres of the site for a high school at some yet to be determined future date. (It should be noted that this position was taken early on, without the context of site design options.) This requirement is not absolute, nor is the date that it could be absolute (estimates range from 15 to 25 years in the future), but current projections show increasing enrollment that will exceed the built-out capacities of the two existing high schools. A unique community property. Can we transform a problem into an opportunity? Cubberley comprises 35 acres ... 27 owned by the School District and 8 owned by the City. The owners are, of course, the citizens of our community. This 35 acres is the last large block of publicly owned land in the city proper. Cubberley’s unique, last-of-its-kind quality is that its location is in the core of the city with all the advantages of convenience, accessibility, and ease of meeting service and community needs that its location provides. The City and the School District are faced with a critical decision that must be made by the end of 2013 ... a decision that will significantly impact the future of this property and how it serves the citizens who own it. And that decision is the lease arrangement between the City and the School District that is up for renewal. Should this lease be renewed and if so under what arrangements for the amount of payment and conditions of use? And, what must be done during a renewal period to prepare for the best use of the site into the future? Many complex and daunting issues impact this decision and will be impacted by it. It is the equivalent of attempting to solve a mathematical equation with conflicting boundary conditions. But solve it we must! The dimensions of the problem that the City and School District must resolve include these critical elements: CCAC Report — An Opportunity VOLUME 1 ... page 2 l Potential use of the entire site for a future high school. The position of the School District is that they will eventually need all 35 acres. This require- ment is not absolute, nor is the date that it could be absolute (estimates roughly range from 15 to 25 years in the future). l Community services at Cubberley would be displaced and lost if all 35 acres were to be returned to use as a high school. The community services at Cubberley have grown to become an essential and vital component of, and major contributor to, Palo Alto’s highly regarded quality of life, and if the Cubberley facilities were not to be available many of these services would be lost forever to the community. Even if the City retains its claim on 8 acres, services would have to be consolidated into a much smaller footprint and facilities would have to be redesigned. l ABAG pressures for expanding housing in Palo Alto exacerbate the need for additional school and community services. To the extent that the ABAG housing recommendations for Palo Alto are accommodated, the resultant significant population increase will: (a) make the need for a full high school at Cubberley much more likely, while (b) also creating a greater demand for scarce public services which will be even more scarce if the community center is displaced by the high school use and thus, as noted above, lost to the community. l The financial environment today is very different from when the applicable leases were written. Both the City and School District financial environments today are very different from when the applicable leases were written and the funds for the leases were provided by the Utility Users Tax passed by the voters and incorporated in the City budget. The Cubberley lease income continues to be an important revenue stream for the School District, while the City has a structural deficit and sizable infrastructure and other needs — all with the Utility Tax income flattening. l Extant structures are 57 years old and deteriorating. Whichever the future use or uses, there is already a need for investment in the physical plant at Cubberley ... a need that will continue to grow the longer decisions regarding its future are delayed. l The layout of the current structures is a very inefficient use of the property. With land for public uses far more expensive and much less available than when Cubberley was built, any future use will require much more efficient facility design and land use. VOLUME 1 ... page 3 CCAC Report — An Opportunity l The City and the School District have different planning horizons. Whichever the future use or uses, there is already a strong need for investment in the physical plant at Cubberley ... a need that will continue to grow the longer decisions regarding its future are delayed. Accordingly, planning by both the City and School District needs to start now — and be long term. Decisions must be made about whether to continue investing in aging and costly facilities or instead to invest in a new, more efficient design that can serve the whole community well into the future. If the School District cannot commit to a future community center presence on the site, alternate locations will have to be purchased. Moreover, the School District would have to pay to reclaim the 8 acres owned by the City. l ‘Kicking the can down the road’ will have severe consequences. The issues associated with Cubberley are such that decisions delayed will inevitably lead to even more difficult problems in the future. In the absence of a solution to the Cubberley question, the property will inevitably continue to deteriorate, its use will become increasingly inefficient, and options for addressing the issue of its long-term use will be further constrained. l Availability of alternative parcels will diminish over time. Development pressures from growth-driven demand will generate other uses for the few parcels that might now be available for community services or education. And, because the rapid pace of development could leave the community with few if any options in the relatively near future, the time line for decisions is sooner rather than later. l Which services should be retained, expanded, or eliminated? Currently available data on the supply and demand for Palo Alto community services and programs are insufficient to inform a building program or to determine which should have a future at Cubberley and with what space requirements. l A cooperative, community-wide effort is essential to achieving a successful outcome. The future of Cubberley is a community issue, and its successful resolution will require the City and the School District to recognize that they both serve essentially the same community, which is an implicit mandate to work together to achieve a positive solution for all. Planning for Cubberley’s future is significantly complicated by the fact that the School District cannot know for certain now what its plans are for a high school use of the VOLUME 1 ... page 4 CCAC Report — An Opportunity Cubberley site. It could be for a full high school comparable to Paly and Gunn ... or for some kind of specialized high school ... or, if the population levels off instead of growing as currently projected, not used for a high school at all. Moreover, the time line for the School District knowing this ultimate need can only be characterized as some future time. This uncertainty is surely the basis for the School District’s desire to preserve their potential access to the entire 35 acres. The Community Needs Subcommittee Report (Volume 2) reviews the community services now at Cubberley, and for each includes a brief statement under the heading “If Cubberley were not available.” Taken together, these statements inform us that, due to the lack of alternative and / or affordable locations in Palo Alto, many of these services would be lost to the community or even, literally, be forced to completely shut down. Moreover, the longer we wait to determine their future at Cubberley, the fewer alternatives there will be for relocation. The ABAG mandate, to the degree that it becomes a reality, is the most significant factor that will influence the future of Cubberley. In a city that many feel is already at capacity, thousands of new housing units would significantly increase the pressure for expanded school facilities ... and at the same time the demand for services of the kinds offered at Cubberley. And, today, we do not know either the extent to which this mandate will be followed or the time line if it is. All of which make the decisions that must be made even more difficult. With parts of Cubberley dating back almost 60 years, it is not surprising that many of the structures are deteriorating and in real need of maintenance and upgrading. An uncertain future complicates the decisions to make needed investments in the physical plant, and the longer these decisions are delayed the more expensive and difficult they will become. The fact that the layout of the structures on the property is not efficient further complicates these decisions in the sense that it might make far more functional and financial sense to scrape and rebuild in a way that is a more efficient and effective use of the site. Planning for a future high school, community center, or shared use should begin now. Because completing any of those facilities has a planning horizon of 15 or 20 years or more, some construction can start sooner. Phased development would allow some of the site to be utilized during construction. “Kicking the can down the road” is clearly not a solution. In fact, it could have the VOLUME 1 ... page 5 CCAC Report — An Opportunity consequence of eliminating possible solutions and exacerbating the existing problems. For example, if a future high school use were to result in community services being displaced, the options for relocating those service in the Palo Alto community will be fewer ... or even non existent ... the longer it takes the community to come to grips with how Cubberley will be used in the future. In truth, even today there are very few such options, and state requirements presented via ABAG significantly impact those that are available. Another possible consequence would be to provide support for those who believe that the answer for Cubberley would be for the City to keep its 8 acres and develop that part of the site for community use, leaving the future of the other 27 acres to the School District to determine. This could, of course, proscribe many productive joint use outcomes together with efficiencies that could be gained through planning around compatible uses. And so, to find a solution that is to the benefit of all of the owners of the site, which is to say the entire community, the first problem that must be solved is to find a way for the City and School District to work cooperatively, in unison and partnership, on the same time line, and with a common goal. These and related issues have been reviewed and discussed in great deal by the four CCAC subcommittees: l School needs subcommittee ... Chaired by former Mayor Bern Beecham l Community needs subcommittee ... Chaired by former School District President Diane Reklis l Facilities subcommittee ... Chaired by Parks and Recreation Commission Vice Chair Jennifer Hetterly l Finance subcommittee ... Chaired by former Mayor Lanie Wheeler Each of these subcommittees did a prodigious amount of work and each did an excellent job of studying and understanding the issues and bringing recommendations forward for the full CCAC to discuss and act upon. Their reports are collected in Volume 2 of this CCAC Report, and each is an absolute must read. It was unanimously agreed that the CCAC lacked the time, resources, and expertise to perform the comprehensive needs assessment required to make detailed recommendations about programming for school or community use. Instead, this report, informed by the thoughtful deliberations of a diverse group of community and school representatives, analyzes the challenges and opportunities Cubberley represents and makes specific recommendations about the time line and policy priorities that should drive the development of a plan for Cubberley’s future. VOLUME 1 ... page 6 CCAC Report — An Opportunity —————— Clearly, the question “what to do about the future of Cubberley” is one that needs to be answered sooner rather than later, and equally clearly that answer needs to come from a united community working together in common purpose to the benefit of all. CCAC Recommendations The CCAC recommendations are of two kinds: (1) specific near term decisions that are required as essential components of the long term solution which will serve the best interests of the entire community, and (2) a number of decisions which we have identified as critical steps down a path which will enable the community to ultimately achieve a solution. As noted above, the need is great, the problem is complex, and an ultimate win / win solution will require the best efforts of a united community working together in common purpose. The CCAC researched and discussed the issues associated with Cubberley’s future at great length and in considerable depth. The extensive work of the four subcommittees is reported in great detail in Volume 2 of this report. These subcommittee reports contain and provide a great deal of information essential to understanding the issues and how those issue might be resolved: l School needs subcommittee ... working closely with the School District, the subcommittee’s report provides quantitative data and educational needs infor- mation that are the basis for the School District’s projections of their future requirements that Cubberley will be be needed to meet. l Community needs subcommittee ... the wide range of community services for which Cubberley is home are outlined, together with the possible fate of these services if Cubberley were not available. Their report demon- strates the needs that Cubberley fills for the community. The Community Needs Subcommittee is optimistic that the Cubberley site is large enough that a more efficient layout of buildings could create both the square footage currently VOLUME 1 ... page 7 CCAC Report — An Opportunity ‘’... if it can be thought, it can be done, a problem can be overcome. — E. A. Bucchianeri being used by community services and also high school buildings of similar square footage as Gunn or Paly. However, future shared use might not be able to accommodate all the services that are now served by Cubberley, particularly field sports including softball and soccer. The difficult problem of prioritization is one issue that we believe should and could be addressed by the planning process with professional help. Their report makes it very clear that currently available information about community services supply and demand is insufficient to enable long term prioritization of services and programs or to inform a future building plan. l Facilities subcommittee ... the comprehensive and creative report of this subcommittee analyzes the inefficiencies of the existing facility’s land use, building plan, energy use, and maintenance costs. The report shows how more efficient, modern building design could substantially improve efficiencies in all of these categories—making room for a 21st century facility to meet 21st century educational and community needs at Cubberley. Further, it shows that providing a co-located or shared facility eliminates the burdensome costs of purchasing land to build replacement community service facilities. l Finance subcommittee ... the financial and governance issues surrounding the potential future uses of Cubberley were studied by this subcommittee. With so many open questions about the future of Cubberley, no financing recommendations were made, The studies of this issue, which includes information from other Jurisdictions in somewhat similar situations provide a beginning for the recommended joint planning efforts to follow. The work of the subcommittees was reviewed and discussed by the full CCAC, and from those discussions the following broad major conclusions and recommendations emerged. Recognize that the Community Center function of Cubberley must be preserved As clearly demonstrated by the work of the Community Needs Subcommittee, and presented in Volume 2, the Cubberley Community has developed over the years as a vital and essentially irreplaceable home for a wide range of community services. The community clearly needs — and wants — most of these services. As reported by the Subcommittee, if displaced from Cubberley, many would be lost to the community. VOLUME 1 ... page 8 CCAC Report — Recommendations At the same time, the community also strongly supports education, which led the CCAC to the inescapable conclusion that we must .... Develop a shared community / school use The District’s current formal position on Cubberley is to preserve the possibility of reestablishing a high school on the site, potentially using all 35 acres, at some point in the future if needed to accommodate growth in the student population. Recognizing the inherent conflict between this School District need and the City’s need to maintain to the greatest degree possible the community service functions of Cubberley, and with the understanding that options for relocating these services are few and shrinking, the subcommittees looked into shared use models in other communities (see Finance Subcommittee Report) and into ways to make more efficient use of the Cubberley site (see Facilities Subcommittee Report). As described in Volume 2 and attachments to this report, shared use models do exist, and we came to the conclusion that this was a realistic goal. The Facilities Subcommittee analysis demonstrates that with a more efficient design of the site, over nine acres of usable space could be recaptured for structures and/or playing fields without using multi-story buildings. The promise of realizing such space efficiencies through redesign, even with only single story structures, underscores the shared use potential of the site (See Facilities Subcommittee Report, pages 10-13, and Appendix B). The first step toward developing a shared use future for Cubberley is to ... Renew the lease The strongly held view of the CCAC is that the School District and the City should renew the lease. We recognize that the terms and conditions for the new lease will be the product of negotiation, but the fact of its renewal will accomplish two critical immediate needs: (1) allow Cubberley to continue to provide the many community services for which it is now home in the short term, and (2) provide a defined period of time for the City and School District to do the planning needed to achieve a positive, long-term solution. As noted below, there was considerable discussion about whether the term of the lease should be five years or ten years, and what specific conditions the new lease would have to include to ensure that the City and School District ... Use the period of the lease renewal to develop a long range shared use plan, including professional support and expertise. The CCAC believes that time is truly of the essence relative to the need to develop a VOLUME 1 ... page 9 CCAC Report — Recommendations long term plan for the future of Cubberley, and accordingly that the first years of the renegotiated lease be used to develop a meaningful, substantive, and achievable long range plan for the shared use of the Cubberley facilities. Development of such a plan, sooner rather than later, will give the community the opportunity to address and resolve a myriad of complex and interconnected issues, including: upgrading existing facilities vs. renovation, the extent and location of any redevelopment, determining the most efficient arrangement and location of the City and School District 8 acre and 27 acre components of the site, development of concepts for maximizing the useful acreage by considering elements like multi-story buildings and underground parking, a detailed determination and projection of community needs for both services and education, determination of neighborhood traffic and other impacts of various use and development alternatives, and more — all with the assistance of professional experts who can bring wide experience with and understanding of these and related issues. It is clear that none of this can be achieved unless we ... Establish a cooperative working relationship between the City and School District to determine the future of Cubberley There has rarely been a local issue where it was more important for the City and the School District to work cooperatively together toward a common solution. A shared future use of the Cubberley facility presents significant challenges — and opportunities — and a successful outcome really will require a joint effort toward and commitment to achieving that success. There are many issues that are unlikely to be resolved if addressed by either the City or School District acting alone, including: financing of on-going operations, maintenance, planning studies, any redevelopment, and long-term operations; development of a functional layout and determination of uses that could effectively and efficiently serve a shared use future; creation of a management structure for joint use operation; and a wide range of decisions both near and longer term. —————— CCAC Recommendations Over the course of our work and deliberations, the CCAC took a number of specific votes on various propositions raised by the subcommittees and individual members. These votes are noted below in, with one exception, approximate chronological order. The exception was the question about the term of the lease, which was raised at more than one meeting, and which always resulted in a split vote. VOLUME 1 ... page 10 CCAC Report — Recommendations Term of the lease renewal While most CCAC votes on the issues considered were unanimous or close to unanimous, the question of what term to recommend for the new lease always resulted in a roughly evenly divided vote. The arguments for a shorter (5 year) lease typically revolved around the need to create pressure to get the long term planning done in a timely manner ... it was felt that a shorter lease would have the effect of “putting the collective feet of the City and School District in the fire” with some advocating completion and approval of such a long term plan as a condition for automatic extension of the lease beyond 5 years. Those who supported a longer term (10 year) lease suggested that this approach would provide needed stability for tenants, including making rental of available space (for example, when Foothill College moves out) more easily accomplished and incentivize tenants to pay for improvements to their space or to a maintenance fund; another argument for a 10 year lease was the suggestion that it would likely be 10 years or more before major renovations of the site would be undertaken. The pros and cons of these different lease periods should be carefully considered as the City and School District negotiate the lease extension which, regardless of period, we strongly believe should be accomplished. For example, a longer lease term between the City and School District allows the City to enter into longer term leases with their tenants, possibly producing higher rental rates. The following questions and issues were put to a vote of the full CCAC, and are presented as they were drafted during CCAC discussions and need to be considered in the context of the discussions at the time (as presented in fuller detail later). The formal recommendations are: VOLUME 1 ... page 11 CCAC Report — Recommendations A B It is the strong recommendation of the CCAC that the entire Cubberley site become a joint / shared City / School District use facility. Passed 17-0-0 The CCAC’s preferred option is, not just a shared parcel, but rather a truly integrated use of the site The City and School District should renegotiate a lease extension option with additional conditions. Passed 17-0-0 The conditions of the lease extension should reflect the changed circumstances and economics since the original leases were signed. VOLUME 1 ... page 12 CCAC Report — Recommendations C D E F G H I The current Covenant Not To Develop should be removed from a Cubberley lease extension. Passed 18-0-0 This recommendation should not be understood to imply deleting the dollars associated with the covenant. Child care should continue to be provided at school sites and is important to the community. Passed 18-0-0 This recommendation pertains to the overall existing Lease, not development of the Cubberley site. The CCAC wanted to emphasize the importance of continuing the arrangements for child care at school sites that currently exists. Operating costs should not be shared in a five year window. Passed 19-0-0 During the first five year lease period, all operations on site will be the City’s. Facility upgrades beyond routine maintenance should be negotiated. Passed 19-0-0 Currently the City pays for routine maintenance as determined necessary by the City. If the School District or City wants more extensive maintenance done, they should discuss sharing the costs. Capital expenses in the first five years of the lease extension should be shared. Passed 15-2-1 A site master plan needs to be developed in the first five years of any lease extension. Passed 18-0-0 In the first five years of any lease extension, there should be a Community Needs Assessment developed with professional support. Passed 17-0-1 J K L CCAC Report — Recommendations M N O As a condition of any lease extension or renewal, an MOU shall be developed within one year of its execution that determines how a Community Needs Assessment and Master Plan will be developed in the next five years. Passed 19-0-0 The City and the School District shall explore the possibility of expanding City / School District joint-use agreement models including the expansion of joint-use at City and School District facilities. Passed 20-0-0 Discussed in detail, it was agreed that it would be important for the City and School District to explore this issue for the benefit of our community, but was not suggested to be a part of the lease extension. As a condition of any lease extension or renewal, within one year of its execution near-term improvements to Cubberley shall be identified that can serve most, if not all, current and potential site uses (example: restrooms for playing fields). Passed 20-0-0 Any new leasing of the space should be done in the context of the MOU, Community Needs Assessment, and revised Master Plan Passed 20-0-0 The City and School District should further investigate alternative forms of governance and determine a governance structure for the joint use of Cubberley. Passed 14-0-0 A long-term master plan for Cubberley should not be a part of a 2014 ballot measure. Passed 20-0-0 It was generally agreed that the funding of site improvements at Cubberley is not compatible with a 2014 bond measure for reasons of time constraints and general uncertainties surrounding the project. VOLUME 1 ... page 13 P CCAC Report — Recommendations VOLUME 1 ... page 14 Q Phased construction should occur consistent with the MOU and Master Plan to minimize disruption to existing users. Passed 11-0-1 The City should not relinquish ownership of its 8 acres. Passed 13-4-0 While the School District would like flexibility to use the full 35 acre site, the CCAC’s work has demonstrated: (1) valued current use and likely increasing need for community center space; (2) that the purchase of alternate space is cost prohibitive and unlikely to enjoy the benefits of prime location and easy access by walking, bicycling, or transit; (3) successful examples of shared use in other communities and a variety of options for funding and governing a shared site; and (4) the feasibility of accommodating community center needs while still providing more, and more highly functional, space for school use than the entire current 35- acre facility offers.Planning for co-location and joint use of the whole site offers great potential for a win-win solution. Certainty about a long term City presence on the site facilitates that planning. —————— Please see Volume 3 for further insight to, and understanding of, these CCAC recommendations as provided by the minutes of our discussions, which understanding will, we believe, contribute to flexibility in the design and development of future phases. education child care dance seniors softball 35 acres. The last large piece of publicly owned land in Palo Alto. What will its future be? Cubberley Community Advisory Committee Report Volume 2 CCAC Subcommittee Reports culture b’ball art meetings music theater soccer VOLUME 2 Subcommittee Reports Contents School Needs Subcommittee Report Subcommittee Report Community Needs Subcommittee Report Executive Summary ... Subcommittee Report Facilities Subcommittee Report Executive Summary ... Subcommittee Report Finance Subcommittee Report Executive Summary ... Subcommittee Report education child care dance seniors softball 35 acres. The last large piece of publicly owned land in Palo Alto. What will its future be? Volume 2 School Needs Subcommittee Report culture b’ball art meetings music theater soccer Cubberley Community Advisory Committee Report Cubberley Community Advisory Committee School Needs Subcommittee Report March 2013 Bern Beecham, Claire Kirner, John Markevitch, Pam Radin, Greg Tanaka, Tracy Stevens with help from Ann Dunkin, Robert Golton 2 School Needs Report Background In September, 2012, PAUSD adopted the following as its policy for the Cubberley site: Preservation of the option to reopen Cubberley sometime in the future for maximal usage for educational purposes. Enrollment has grown in PAUSD at somewhat more than two percent per year since 1990 and there is no end of this growth in sight. Using an extrapolation of this growth out to 2030, there will be 700 more high school students than the 4600 currently planned as build out capacity. A further extrapolation yields more growth. In the immediate term, PAUSD projects to modestly exceed middle school capacity for several years starting in 2016 and is in negotiations for expansion at Terman Middle School. The timing for the outcome of these negotiations is unknown. If negotiations should be unsuccessful, PAUSD may be in the position of having to consider Cubberley for some middle school requirements although other district options include use of modulars. Aside from this possibility, PAUSD's intent is to reserve Cubberley for its third high school site. The primary questions surrounding this need are not if but when and how much. By policy, PAUSD's Paly and Gunn high school campuses each will have a capacity of 2300 students. Their sites are roughly equal at 44.2 and 49.7 acres respectively. PAUSD has indicated they desire the ability to build a standard high school at Cubberley using the entire 35 acre site. Demographics for High School PAUSD retained Decision Insite to analyze future student populations. The following information is from their November 20, 2012 report and represents their moderate projections. The analysis projects high school student demand will peak in 2020 at 4553 students, just shy of the 4600 capacity for PAUSD's two existing high schools and drops slightly in the final two years of their planning horizon. Note that middle school demand shown below rises again in 2022, implying future high school growth. 3 The greatest influence and uncertainty on Palo Alto demographic projections is growth in housing stock. Below are the housing projects used in the student growth projections. Per Decision Insite, these housing projects form the comprehensive list of projects that have received some form of planning approval by the City. The absence of housing projects in the outer years is highly uncertain and reflects the limited planning horizon for developers. Decision Insite did not make independent estimates beyond what has been included in City's planning process. It nonetheless may be reasonable to assume a baseline growth of at least 50 units per year rather than zero even though locations zoned for additional multifamily housing in Palo Alto are quite limited at this time. ABAG Requirements The Association of Bay Area Governments, working to implement State housing requirements, may dramatically change Palo Alto's housing growth potential. For 2013-2017 in the above Decision Insite projections, growth averages 128 units/year. Over the past 14 years, Palo Alto has averaged about 200 units per year, arguably in boom times. ABAG is proposing that Palo Alto provide zoning for a housing increase of 2,149 units during the eight year period 2014-2022, an average of 272 units per year. Note that ABAG does not require actual housing to be built, only that the City provide appropriate zoning. Decision Insite uses comparable existing Palo Alto housing developments to formulate their estimates of student demand generated by the above projected housing. Based on developer and zoning design goals, multifamily housing may have lower initial per unit student yield than single family housing. 4 It should be noted that while ABAG proposes a large increase in housing for the City, PAUSD's boundaries are not entirely conterminous with the City. Most significantly, PAUSD includes Stanford University lands (as well as small portions of Los Altos Hills and Portola Valley). While ABAG does not require housing growth on the non-Palo Alto lands of the University, the University nonetheless has significant housing plans under its Santa Clara County General Use Permit. To the degree that University housing is designed for students, including graduate and post-doc, PAUSD high school yield should be lower than from City housing units. Decision Insite's projections include Stanford's student and resident housing. Palo Alto Premium Aside from ABAG requirements, there is a slow, moderate wave of single family housing built after WW2, primarily in South Palo Alto, that continues to turn over for the first time. As these "empty nests" turn over, new owners willing to pay a Palo Alto premium (earlier estimated at $400,000 per unit) are likely to do so specifically because they have children they wish to send to PAUSD schools, resulting in a somewhat higher student yield from otherwise normal single family housing turnover. The self selection of residents moving in because of PAUSD schools' reputation may have an additional impact on long term yield in multifamily housing. Families, especially those that rent, may move out of Palo Alto sooner than otherwise to reduce their housing expense after their children finish school, thereby allowing new families to move in. Whatever the ABAG outcome, an ongoing increase in enrollment is all but a certainty assuming a stable economy and continued success at PAUSD schools. In spite of the specificity of Decision Insite's projections, PAUSD's experience is that projections more than a few years out are highly uncertain. For planning purposes, PAUSD's working assumption is 1.8% long term growth at the high school level. As shown below, a growth rate of between 1.5% and 2.5% beyond the projected 2018 high school enrollment easily leads to meeting/exceeding capacity in the early to mid '20's. PAUSD options and timeframe What options, other than Cubberley, are available for PAUSD when capacity is reached for Gunn and Paly? One possibility is additional multistory facilities on their campuses or significant implementation of online classes and activities. A much less likely possibility is to increase the capacity of the two schools by extended hours or extended school year. None of these options expand athletic field capacity nor capacity for the larger single use facilities such as the theater. Although other cities and excellent 5 schools have denser high school sites, this issue is a policy matter for the district and community rather than a technical issue. There are anecdotal reports of parents and community members calling for a student limit of less than the current 4600. That said, PAUSD will still have a timing issue to resolve. The intersection of lines on a chart does not drive the creation of a new high school. It will be a policy matter for PAUSD to determine whether the trigger for a new school is 4601 students (capacity plus one), 10% overage or some other point. In the mid-20's, high school enrollment is likely to be increasing by roughly 100 students per year. PAUSD and the community will need substantial time to discuss and resolve major aspects of a new school, develop a preliminary design, and go to the voters for a bond measure to build it. Without being cynical, bond measures are more easily passed when the need and certainty has become clear, even in a city as liberal and supportive of past school bond measures as Palo Alto. Finally, the City's lease payment to PAUSD is a substantial part of their operating budget and there is a strong financial incentive for PAUSD to continue the lease as long as possible. Losing this lease income simultaneously with incurring operating costs of a new high school will be difficult for the district and will require a major additional source of annual income before PAUSD can commit to Cubberley High. Regarding lease term, PAUSD has continuously said they desire a 5 year extension for the present Cubberley lease. Unless a financial benefit develops, there is little inherent benefit to PAUSD of a lease longer than 5 years as long as such lease can continue as may fit PAUSD's development schedule. More recently, district officials have indicated they may be willing to consider a 10 year lease. This subcommittee believes 10 years is a reasonable term for the district based on projected timing for needing the site for active school development. Options other than Cubberley PAUSD owns or controls 275 acres as shown below. No other PAUSD site provides any prospect of enough space for a high school and there are virtually no other sufficiently large, non-parkland sites within the urban growth boundaries of Palo Alto. 6 Size and Design of Cubberley High PAUSD has indicated their intent that the future Cubberley High have the capacity to be a "standard" high school and has stated they desire the entire 35 acres, inclusive of the 8 acres owned by the City. However, no site design has been initiated by PAUSD nor is any realistic design possible until the school community at large is ready to engage. PAUSD Maintenance/Facility Preservation Needs Existing Cubberley buildings are comparable to many current PAUSD facilities and PAUSD has suggested they would consider renovating rather than demolishing them. The existing buildings retain their legal compliance with state school building requirements. Nonetheless, this subcommittee believes it is unlikely a future Cubberley High will incorporate existing buildings. As presented by the Facilities Subcommittee, the existing Cubberley layout is very land- inefficient. Retention of existing facilities and layout almost certainly would require PAUSD to purchase the City's eight acres and eliminate the possibility of continued provision of community services at the site. Consequently, the School Needs Subcommittee believes there is little value to PAUSD of extending (via higher levels of maintenance) economic life of Cubberley facilities beyond a likely 10 (or 15) year life. education child care dance seniors softball 35 acres. The last large piece of publicly owned land in Palo Alto. What will its future be? Volume 2 Community Needs Subcommittee Report culture b’ball art meetings music theater soccer Cubberley Community Advisory Committee Report CCAC Community Needs Subcommittee Report Executive Summary “Failure to plan is planning to fail.” ancient proverb cited by Ben Franklin, Winston Churchill, Hillary Clinton, and others Imagine a multi-cultural learning environment that supports social, emotional and physical health for all ages and abilities, and is flexible for the ever changing needs of the School District and Palo Alto. Cubberley is a unique community center serving all of Palo Alto. A varied collection of community organizations provide numerous services and opportunities at Cubberley today. They are described in the body of this report. The community center spaces at Cubberley can only become more valuable to our citizens as time goes on. With innovative planning and a new and more efficient layout of the site we can meet both City and School District needs. Care would have to be taken to provide physical separation as desired for the safety of students during school hours. Demographic Trends The population of Palo Alto is growing. Both the number of children and the number of seniors is on the rise, putting increasing pressure on all city services including our schools. All age groups in the city are growing more diverse every year. This diversity drives our innovative community and requires increasing services and opportunities offered through our city and schools. We must develop programs that are relevant to all of these segments of our population. Cubberley provides an ideal location for the city and school district to work together to provide for the integration of the various social, ethnic, and economic variations within our borders. We are at a crossroads Failure to act now could mean the end of many of the services and opportunities at Cubberley today. Cubberley is the last 35 acres of public space that exists in Palo Alto. The conventional assumption is that Cubberley can be used for either increased school capacity or a community center, but we can work together to create a much more exciting and innovative joint use of this valued 35 acres. 2 Planning must start today “The whole is more than the sum of its parts.” Aristotle, Metaphysica In 1991 Palo Alto chose to protect these 35 acres from disappearing into private housing developments, and in doing so developed the community of services that is Cubberley today. It is again time to use this wisdom, creativity, and cooperation to continue to develop school and community facilities to share these 35 acres. Major benefits to working together to plan and share this site: • Synergy between community center providers and the district would enhance programs • Shared facilities save costly resources • A joint City/PAUSD vision will attract future funding more effectively than separate projects Major consequences if we fail to plan now for efficient creative joint use of site: • Potential tenants will be hesitant to sign long-term leases without a clear direction for the site’s future, making it more difficult for Cubberley to generate a steady revenue stream • Business and residential growth prohibit relocation of a cohesive community center • Buildings will consume scarce resources to maintain the status quo rather than to serve our current and future needs and inefficient layout of the buildings will continue to prevent the development of needed services and activities Community Needs Subcommittee Recommendations  Short term -- the City of Palo Alto and the PAUSD should renegotiate a 5-year lease that includes planning shared community center/school buildings and site parking, including an MOU addressing how they will plan together to develop the new site. To evaluate actual community needs, the City should contract for a professional Community Needs Assessment.  Medium term -- the City could begin to build community center building(s) while allowing the remainder of the site to continue to be used. If the district has made a decision to open a new school, this is the time to plan how to build and remodel the remainder of the site for school purposes and shared spaces.  Long term -- the City should continue to evaluate the best mix of tenants and a fee schedule for community space, as well as how to share space and energy with PAUSD as needed and desired. Cubberley Community Advisory Committee Community Needs Subcommittee Report Cubberley: A Multigenerational, Cultural, Wellness, Arts & Education Community Center March 2013 Diane Reklis, Jean Wilcox, Rachel Samoff, Sheri Furman, Tom Crystal, Tom Vician with help from Stacey Ashlund, Rob de Geus, and John Northway 2 3 CCAC Community Needs Subcommittee Report Executive Summary “Failure to plan is planning to fail.” ancient proverb cited by Ben Franklin, Winston Churchill, Hillary Clinton, and others Imagine a multi-cultural learning environment that supports social, emotional and physical health for all ages and abilities, and is flexible for the ever changing needs of the School District and Palo Alto. Cubberley is a unique community center serving all of Palo Alto. A varied collection of community organizations provide numerous services and opportunities at Cubberley today. They are described in the body of this report. The community center spaces at Cubberley can only become more valuable to our citizens as time goes on. With innovative planning and a new and more efficient layout of the site we can meet both City and School District needs. Care would have to be taken to provide physical separation as desired for the safety of students during school hours. Demographic Trends The population of Palo Alto is growing. Both the number of children and the number of seniors is on the rise, putting increasing pressure on all city services including our schools. All age groups in the city are growing more diverse every year. This diversity drives our innovative community and requires increasing services and opportunities offered through our city and schools. We must develop programs that are relevant to all of these segments of our population. Cubberley provides an ideal location for the city and school district to work together to provide for the integration of the various social, ethnic, and economic variations within our borders. We are at a crossroads Failure to act now could mean the end of many of the services and opportunities at Cubberley today. Cubberley is the last 35 acres of public space that exists in Palo Alto. The conventional assumption is that Cubberley can be used for either increased school capacity or a community center, but we can work together to create a much more exciting and innovative joint use of this valued 35 acres. 4 Planning must start today “The whole is more than the sum of its parts.” Aristotle, Metaphysica In 1991 Palo Alto chose to protect these 35 acres from disappearing into private housing developments, and in doing so developed the community of services that is Cubberley today. It is again time to use this wisdom, creativity, and cooperation to continue to develop school and community facilities to share these 35 acres. Major benefits to working together to plan and share this site: • Synergy between community center providers and the district would enhance programs • Shared facilities save costly resources • A joint City/PAUSD vision will attract future funding more effectively than separate projects Major consequences if we fail to plan now for efficient creative joint use of site: • Potential tenants will be hesitant to sign long-term leases without a clear direction for the site’s future, making it more difficult for Cubberley to generate a steady revenue stream • Business and residential growth prohibit relocation of a cohesive community center • Buildings will consume scarce resources to maintain the status quo rather than to serve our current and future needs and inefficient layout of the buildings will continue to prevent the development of needed services and activities Community Needs Subcommittee Recommendations  Short term -- the City of Palo Alto and the PAUSD should renegotiate a 5-year lease that includes planning shared community center/school buildings and site parking, including an MOU addressing how they will plan together to develop the new site. To evaluate actual community needs, the City should contract for a professional Community Needs Assessment.  Medium term -- the City could begin to build community center building(s) while allowing the remainder of the site to continue to be used. If the district has made a decision to open a new school, this is the time to plan how to build and remodel the remainder of the site for school purposes and shared spaces.  Long term -- the City should continue to evaluate the best mix of tenants and a fee schedule for community space, as well as how to share space and energy with PAUSD as needed and desired. 5 Table of Contents Introduction .............................................................................................................................. 6 Cubberley Today ...................................................................................................................... 7 Current Cubberley Tenants and Renters Summaries ............................................................ 8 Education Programs – Pre-school through Adults ............................................................. 9 Early Childhood Education and Child Care .............................................................. 9 Kindergarten through adult education; private schools and tutoring ........................11 Health Programs: Outdoor & Indoor Sports, plus Wellness ..............................................13 Outdoor Sports .......................................................................................................13 Indoor Sports and Wellness Programs ...................................................................16 Performing Arts Programs: Music, Theater, and Dance ...................................................18 Music and Theater ..................................................................................................18 Dance .....................................................................................................................20 Artists in Residence Program ...........................................................................................22 Hourly Rental Spaces ......................................................................................................24 Other Non-Profits and City Services ................................................................................26 Palo Alto Now and Later - Demographic Trends ..................................................................28 Cubberley Tomorrow ..............................................................................................................30 A Vision of Synergy .........................................................................................................30 Conclusions ............................................................................................................................31 City and School District Planning Efforts ..........................................................................32 Recommendations ...........................................................................................................33 Appendices .............................................................................................................................34 A. Recommended Criteria for Future Renting and Leasing of Cubberley Space ..........34 B. What’s Special About the Cubberley Community Center? .......................................36 C. Summary of the “Impact of the Aging Baby Boom Population on Palo Alto’s Social and Community Services” ........................................................................................37 Future Services Needed ..................................................................................................37 Community Survey Results ..............................................................................................38 D. Neighboring Community Centers .............................................................................39 E. Websites ..................................................................................................................44 6 Introduction Imagine a multi-cultural learning environment that supports social, emotional and physical health for all ages and abilities, and is flexible for the ever-changing needs of both the School District and the City of Palo Alto. That vision is alive and well at the Cubberley Community Center. Much more than a collection of classes and activities located in an old high school, it is home to a wonderful collection of community agencies and organizations that provide a variety of services to Palo Alto. In 1991, a visionary collaboration between our city and school district leaders created the Lease and Covenant that allowed Cubberley Community Center to form. The lease provides funds that help Palo Alto Unified School District provide some of the most highly regarded schools in the country. Great schools improve our community. The City of Palo Alto created an invaluable and successful resource at Cubberley that helps make this community an extraordinarily desirable place to live and work and retire. A great community sustains great schools. Twenty years ago few people dreamed that PAUSD would ever need a third high school or that the City’s population would grow significantly. Yet now our increasingly diverse population is growing for all ages, particularly for children and older adults. The need for a third high school is being discussed and the community center spaces at Cubberley can only become more valuable to our citizens as time goes on. There are no ready alternatives for locating a new school or for relocating community services besides Cubberley. The present lease with its associated agreements is due to expire in 2014 and the partnership between the city and the school district is being put to the test. Twenty years from now, will we look back at this time and admire the wisdom of today’s City and District leaders and the creative solutions they negotiated to resolve today’s thorny issues or will we look back in sorrow for what we lost? The City of Palo Alto and the Palo Alto Unified School District have a critical opportunity in the next five years to extend their partnership to:  address population and demographic changes  build on the successes of Cubberley as well as the District  create a practical plan for the Cubberley site that includes phased development, flexible design, and cooperative funding over time With innovative planning, we can meet both City and School District needs – possibly on an integrated joint-use basis, but requiring a new and more efficient layout of the site. Care needs to be taken to provide physical separation as desired for the safety of students during school hours. The future of the greater Palo Alto community will be profoundly affected by decisions made in the next few years. The issues that surround Cubberley must be addressed, and soon. 7 Cubberley Today Cubberley is special. Since the 1991 negotiated lease (and associated agreements) between the City and the School District, and following the related Master Plan, Cubberley has provided an uncommon community center for residents and other stakeholders. The programs at Cubberley engage people of all ages, day and night, seven days a week and serve up to 600,000 people a year. Cubberley Is Part of Tapestry of Community Services throughout Palo Alto In accordance with the City’s comprehensive plan, City's services-providing resources are not centralized at a single location, as is regularly done in nearby cities, but are instead distributed around Palo Alto. Thus services in the north at Lucie Stern and its surroundings (including the Art Center, Junior Museum, theaters, Rinconada Pool club room, and Avenidas) are complemented – not repeated – in the south by offerings mostly at Cubberley. In addition, the several City library branches provide meeting rooms as well as library services across town. There also are (or soon will be) teen centers at Mitchell Park and Ventura. (Note that while the soon-to-be reopened Mitchell Park Community Center will be functionally the same size as before, it will provide a new teen center and only a few additional meeting rooms – it is not intended to be a full community center.) Finally, our schools and parks complete a rich tapestry of opportunities in Palo Alto. Neighborhood Clusters on the Cubberley Site A key concept in the 1991 Master Plan is the idea of grouping providers and users into clusters on the campus, according to their similarity of use and required facilities, in which each group has its own synergy and life, while the collection serves the entire community of Palo Alto. The concept has largely been implemented, and clusters of like-activities are now spread across the entire campus. Dance groups work together to provide a broad spectrum of dance experiences for many. Artists learn from each other while providing support and ideas for the future. The various childhood education centers work with dance, music, exercise, and City classes to allow the children access to a broad range of experiences. These clusters have helped define the programs as Cubberley Community Center has developed, but they could be concentrated in a much smaller part of the site. When new construction is planned, a stronger feeling of community would be created by redesigning the site to form interconnected spaces, for the current tenants or new ones, plus adding informal meeting areas and display spaces for artists (of all ages) and for cultural displays. Research by Subcommittee The following sections summarize the results of twenty years of following Cubberley's Master Plan. Our research efforts to characterize Cubberley's current usage included:  An extensive written survey of most of Cubberley's current tenants and renters.  Interviews with tenants and renters and Community Services Department staff input.  Visits made to other (non-Palo Alto) community centers, asking their experiences and discussing their “visions.”  Looking at several other cities' implementations of joint/integrated use possibilities for co-located schools and community services on a single site. 8  Various studies and reports that helped provide additional context, such as the Impact of the Aging Baby Boom Population on Palo Alto’s Social and Community Services, the recent update to the Community Services Element of the City’s Comprehensive Plan and the Human Services Commission needs assessment. The breadth of present services and resources offered at Cubberley today – the number, variety and quality of programs – may surprise some, and we hope this report will help provide a basis for discussions in the upcoming lease renegotiations plus long term planning for this site. Current Cubberley Tenants and Renters Summaries Summaries are provided in the next section for the following larger clusters of programs:  Education Programs – Pre-School through Adult  Health – Outdoor & Indoor Sports, plus Wellness Programs  Performing Arts Programs – Music, Theater and Dance  Artists in Residence Program  Hourly Rentals  Other Non-Profits and City Services These summaries cover: 1) Community needs and benefits 2) Current tenants/providers 3) Services relocation feasibility 4) Opportunities arising from School-City integrated uses 9 Education Programs – Pre-school through Adults Early Childhood Education and Child Care Community Needs and Benefits Cubberley Community Center is home to several high quality centers providing both childcare and early education, supporting both the children and their parents. Good early care and education are part of the infrastructure of any vibrant city and are especially valued in our city. Palo Alto has recognized this since the 1970s with innovative support for such programs. We need to continue this support as the city grows and develops. We know that children who are successful early-learners and who succeed in school have a much greater chance to be successful in later life, to contribute positively to their communities, and to be able to support themselves and their families, than those who are not successful in school. Good quality early care and education can do a lot to make sure that children arrive at the Kindergarten classroom door ready to take advantage of all that PAUSD has to offer. In a community where many parents of young children work long hours, much of the young child’s development goes on outside of the family. Child care is part of the infrastructure that enables a community like Palo Alto to thrive. Our community provides excellent schools for its children, but such a community also needs to provide environments for its youngest to thrive so that they arrive at these schools ready to take full advantage of them. But as vital as excellent child care services are to our thriving city, it is today very challenging to find enough affordable facilities in which to locate such programs to meet the need. Palo Alto has for many years paid attention to assisting early care and education agencies secure and develop such facilities. For the city to continue to prosper as it grows; it must continue to support quality child care. Current Tenants and Renters Some 200 children are served at the two main child care facilities at Cubberley: the Good Neighbor Montessori and the Children's Pre-School Center. Approximately 50% of families served are residents and an additional 33% work in Palo Alto. Their spaces are currently used Monday through Friday from 7:15am to 6:15pm. Highlighted areas on the map below are those dedicated to Childcare and Early Childhood Education. 10 If Cubberley were not available Finding affordable space for childcare facilities is next to impossible in Palo Alto. These child- care and early-education providers would most likely be forced to relocate outside of Palo Alto. If PAUSD opens a school on site in addition to City-provided Community Services There are many positive outcomes achieved by co-locating schools, Community Centers and Early Childhood Care and Education. Both the child care centers and the school would benefit by their proximity. The co-location of PAUSD schools and child care services has many advantages. It provides the opportunity for teachers to have access to high quality care for their own very young children. It provides a place for older children to gain an appreciation for the youngest members of their community, as well as providing volunteer opportunities. Co-locating early care and education services with other community services could also provide occasional care for children while community members participate in community center or volunteer at the newly opened school. These opportunities to integrate early care and education services into various community activities can provide significant advantages to the Palo Alto community. 11 Kindergarten through adult education; private schools and tutoring Community Needs and Benefits Cubberley Community Center has long provided educational programs for infants through seniors. The numerous offerings programs are diverse, and some fall into multiple categories (and may well be noted twice here). These education programs (including Foothill), bring about 4,200 people to Cubberley annually; the surveys estimated 70% residency, excluding Foothill College. The entire community benefits from these programs in that they support lifelong learning, language instruction and cultural exchange. They complement public schools programs (with dance, music, theater, performing and visual arts). Current Tenants and Renters  Language/Cultural programs Hua Kuang Chinese Reading Room Bay Area Arabic School Dutch School Grossman Academy Japanese Language School Museo Italo Americano (Italian language classes)  Academic programs Kumon Math and Reading tutoring  Adult educational PAUSD Adult School (gardening classes at this site) PAUSD Post-Graduate program Foothill College (Cubberley's largest tenant – leaving in the near-future)  Other childcare programs Acme Education Center (after-school & summer programs; Chinese, English)  Related education uses (mostly hourly renters) Schools & parent/adult education Waldorf School of the Peninsula (theater) Gideon Hausner Jewish Day School (gym) Palo Alto Menlo Park Mothers Club (meetings) Commonwealth Club Education related to animals & the environment Bay Area Amphibian & Reptile Society Audubon Society Earth Day Film Festival Community and civic services SCC Registrar of Voters Friends of Palo Alto Library (FOPAL) 12 Most programs are offered during after-school, evening, and weekend hours. The Reading Room is open weekdays from 10am to 3pm. Childcare programs are open weekdays from 7- 8am to 5-6pm. Foothill is most active Monday through Thursday nights, but also on some weekdays and weekends. If Cubberley were not available Most would try to relocate, but it would be difficult to impossible to stay in Palo Alto or nearby; therefore many services would be lost to our community. If PAUSD opens a school on site in addition to City-provided community services The programs at Cubberley would complement and add diversity to PAUSD offerings. Onsite childcare (for staff or parents) could be available for children younger than 5 years. Programs would support working parents, as students could stay onsite for the after-school enrichment offerings, providing educational value that is related to PAUSD’s mission. Particularly obvious programs enhancing schools' missions include:  Performing Arts – Music, theater, dance, cultural festivals  Visual Arts  Outdoor/Indoor sports – including martial arts, rehab, Special Olympics  Library support (FOPAL)  Youth Services (YCS rents hourly) 13 Health Programs: Outdoor & Indoor Sports, plus Wellness Outdoor Sports Community Needs and Benefits The outdoor facilities at Cubberley were considered a special resource to be preserved for their undisputed community value even before the 1989 lease and the 1991 Master Plan. In general, Cubberley’s provision of regular, significant and accessible sports programs has obvious fitness and social benefits for all residents. An especial benefit is the younger-girls softball programs, compensating for some recent losses of field space at elementary schools, where portable- classrooms proliferation has significantly reduced available fields. (Also note that recently proposed new fields out by the Baylands would be less protected and much less accessible than what we have now at Cubberley.) For background context, see the Palo Alto Fields 5 Dec 2002 Final Report at http://www.cityofpaloalto.org/gov/agendas/cubberley_community_advisory_committee.asp. Current Tenants and Renters The largest outdoor sports programs here use the several fields for softball (P.A. Girls Softball) and soccer (P.A. Soccer Club and P.A. AYSO). Cubberley's fields are used intensively most of the year, prioritizing softball in the spring, and soccer in the fall. Youth teams (18 months to 18 years old) occupy nearly every available field weekdays after school and all day on Saturdays. Youth and adult leagues share the fields on Sundays. Rugby and cricket events also occur irregularly. The other outdoor sports facilities (tennis courts and the track) are heavily used by some smaller programs, both by teams (public and private schools), and on a drop-in basis for individuals of all ages. The recent survey replies for these several programs estimate roughly 7,000 participants yearly, of which from 60% to 95% are City residents. The AYSO soccer program alone includes some 2,000 players, while P.A. Soccer has 650, and P.A. Girls Softball has roughly 400. Some programs having wait-lists say these are currently 10-20 players long, which is much better than City-wide future needs estimates (which foresee a severe playing fields shortage, per the “Got Space” study). The softball program is particularly in need of equipment and items such as batting cages that cannot easily be moved around. Cubberley provides the opportunity for older and younger girls to share space, and for older girls to provide leadership and role models. Fields: • Palo Alto AYSO • Palo Alto Soccer Club • Stanford Soccer Club • Silicon Valley Adult Sports • Palo Alto Adult Soccer Club • Palo Alto Girls Softball • Various league tournaments • Drop-in public use Tennis : • Gunn High School • Castilleja School • Girls Middle School • USTA Leagues • Palo Alto Tennis Club • Drop-in public use 14 If Cubberley were not available A complete take-over of these fields by any new school would pressure the City to prioritize dedication of other fields for youths (greatly reducing adult opportunities) especially at Greer Park – there really is not much alternative fields opportunity available from neighboring communities.  Tennis courts – the City has 32 public courts of which 13 are lighted (Mitchell Park and Rinconada Park). Cubberley is home to 6 of the 32 public tennis courts representing 19% of the public courts in Palo Alto.  Fields – The demand for fields is growing faster than the population, yet there are few locations for additional fields in Palo Alto. The proposed new fields near the golf course will help a bit, but these fields are likely to be windy and will not be easily accessible, e.g., by children on bikes, so this is not a complete solution. More efficient use of the Cubberley site could probably create at least one additional field. 15 If PAUSD opens a school on site in addition to City-provided community services A co-located school at Cubberley would certainly reduce its fields' general availability, but some compensation would come from the new students’ usage. If a full high school reopens on this site, it will not be possible to continue the same recreation programs unless additional fields become available somewhere else. Younger kids need smaller fields which are incompatible with fields for older kids. Most softball programs that use other school fields do not have a spring season since there is no place to play. Location of fields would have to be carefully done. 16 Indoor Sports and Wellness Programs Community Needs and Benefits The Cubberley Community Center provides a number of indoor sports and health-related services for the community. The spaces used for this type of activity are the gymnasiums, the Pavilion, gym activity room, auditorium and building P (which is occupied by the Foothill College Community Education REACH Program). The health programs have related goals: creating essential links between outpatient rehabilitation and full community reintegration for adults recovering from stroke and acquired brain injury, as well as cardiac therapy for adults who have cardiovascular and other health problems. Sports services include after-school and summer youth basketball and volleyball. The center also provides space for martial arts and multi-cultural health and fitness activities, as well as recreation activities, health and well-being and social outlets. Current Tenants and Renters Indoor gym space and health related services have an annual participation of approximately 1,800. The ratio of residents to non-residents served is not known for all the groups that use Cubberley indoor sports and health activities; however for the youth after-school and summer camps programs, 75% are residents. The indoor space sports and health spaces are used seven days a week, at various times, with the heaviest use during morning hours and after 5pm. Two examples of health related tenants at Cubberley are:  The Cardiac Therapy Foundation (CTF) provides medically supervised rehabilitation and information programs for physician-referred persons having cardiac, diabetes, pulmonary, and other problems. CTF provides such services for more than 200 members, of whom more than half are Palo Alto residents. It has an office at Cubberley, and also rents hourly space (about 1550 hours annually, mostly between 7 am and 12pm). Its members are mostly between ages 55 and 90. CTF uses gymnasium A and the weight room for its rehabilitation activities, and various rooms and the auditorium for classes, board meetings, and free public lectures on cardiac issues, technology, and research. CTF has a medical advisory board of medical professionals, primarily cardiac physicians and nurses.  REACH is a post-stroke program of Foothill College. It provides a link between outpatient rehabilitation and full community integration. REACH instructors include specialists in physical therapy, occupational therapy, speech pathology training, speech and language skills, independent living skills, and life-adjustment counseling for both the outpatients and their caregivers. Most of the outpatients are age 55 and above; a few are in their 30s or 40s. REACH, as a college program, mostly serves the broad mid- peninsula community, not just Palo Alto residents. Foothill has indicated that it prefers that this program stay at the Cubberley campus, even after Foothill completes its new site. They are also not building a gym at their campus, so presumably they hope to continue to offer some of their fitness classes for all adults as well. 17 If Cubberley were not available Some of the non-profit health groups would go out of business due to the inability to afford or find alternative space. Many would try to relocate; however indoor gym space is very limited and Palo Alto has no other community gymnasiums. Cubberley has two individual gymnasiums and a larger pavilion gym housing two full size basketball courts. If PAUSD opens a school on site in addition to City-provided community services At least one additional gymnasium would be needed to service both city and district needs. The city’s use of gyms is lowest during the school day so there would be opportunities to share spaces without having to completely duplicate them. Both students and staff would benefit from having fitness and health programs available on-site and it might be possible for some students to enhance or replace PE courses. When services for the aging part of our community are co-located with schools, early care and education services, the potential exists for children of all ages to form relationships with elders, enriching their lives with information and caring experiences they do not normally have access to on a day-to-day basis. 18 Performing Arts Programs: Music, Theater, and Dance Music and Theater Community Needs and Benefits Cubberley Community Center’s Theater hosts a variety of performance events, including concerts, lectures, dance, drama, and public meetings put on by different organizations including non-profit groups, businesses, and City departments. The facility has been continuously upgraded over the years and currently has 317 seats, plus two ADA-accessible locations in its standard configuration. It is equipped with a professional live sound system, a theatrical lighting system, and a high quality video projector. The various music groups benefit by sharing the theater itself, common spaces and equipment. The community benefits from the interactions of these several types of groups who provide numerous affordable performances to enjoy. Cubberley currently provides a place for over 500 musicians of all ages to learn, practice, rehearse, and perform in both large groups and small. The primary focus of most of these groups is on providing our youth an affordable opportunity to develop and enjoy their musical skills. Nearly one half of the participants are residents of Palo Alto. On average, the Theater is rented out for approximately two performances per week; it also frequently serves as a large meeting hall. Cubberley provides a unique chance for students to develop and interact across school and grade boundaries. The programs do not attempt to compete with those offered in schools, but rather to enhance them. Likewise, they do not attempt to compete with the theater programs offered at Lucie Stern, but instead provide alternative programs for different students and audiences. While there are many places around town for students to take lessons, there are few where they can regularly perform and develop together. Current Tenants and Renters Over 500 students/participants are enrolled at any given time (about 45% are City residents). Those comprising the audience account for 150-300 visitors for 100 rentals annually – an average of about 12 hours of time in the building per rental. The Theater sees its highest levels of usage during the months of March through July. Music events make up the largest portion of bookings, and range from orchestras, choral competition, traditional cultural music, and rock. There are also a large number of dance events, including ballet, modern dance, traditional and cultural dance. The remainder of events includes dramas, lectures, film screenings, religious services, training seminars, and municipal public meetings. Events are put on by a broad array of organizations. Approximately 70% of the groups are non- profit organizations, 10% are businesses, 15% are departments in the city, and the remainder are individuals.  El Camino Youth Symphony  Palo Alto Chamber Orchestra  Palo Alto Philharmonic  Peninsula Piano School  Peninsula Women’s Chorus  Bats Improv  Peninsula Youth Theater  Jayendra Kalakendra  Shiva Murugan Temple  Nuber Folk Dance  Shri Krupa  Sankalpa Dance Foundation  Vaidica Vidhya Ganapathi Center  Heritage Music Festivals 19 A majority of these programs are targeted at youth; in general, these programs complement music and theater opportunities available within the school settings. With the exception of the Peninsula Piano School, who uses their space 6 days a week from 10am to 7pm, most providers schedule programming during after-school, evening and weekend hours. If Cubberley were not available Providers would have to find alternate rehearsal and performance space that would probably entail raising rates for participants and/or moving their program out of Palo Alto. If PAUSD opens a school on site in addition to City-provided community services If a school or schools opened at Cubberley, these organizations could provide enrichment for the students while sharing significant amounts of space and materials. Careful scheduling would be essential, but students would benefit from performing opportunities beyond those offered by their school. Performances involving both older and younger performers would open new doors to their musical and theatrical development. 20 Dance Community Needs and Benefits Having the concentration of dance opportunities at Cubberley is of tremendous benefit to literally thousands in our community, providing high-level dance training and performance opportunities at all age levels, at a convenient location. Dance Connection has established after-school programs at local elementary schools. Several dance instruction, performance and social dancing opportunities operate at Cubberley. Programs exist for pre-school, elementary through high school, young adults and seniors. Dance styles range from ballet to social ballroom, including modern, jazz, tap, and hip-hop. Cultural traditions are also offered including Scottish, Irish, flamenco, Mexican, Congolese, South American and East Indian. The recent survey indicates that 70% of the children and 50% of the adults who participate in these dance programs are Palo Alto residents. Current Tenants and Renters The current “resident tenants” (those with studios) are Dance Connection, Zohar and Dance Visions. Both Zohar and Dance Connection are fully utilized, morning through evening; Dance Vision also sublets to other artists and theater groups during holidays and down times. Because the dance studios were originally high-school wood-working and metal shops, all three of the resident tenants have invested a lot of their own money in refurbishing and now maintaining their studios. Unique to Cubberley, the multiple dance groups interact and work communally on performance projects, enhancing the quality of the dance experience for all students. Nine other dance opportunities also rent on an hourly basis. The Pavilion is regularly used for Ballroom Dancing as it has a large dance floor. Dance programs include:  Dance Connection  Dance Visions  Zohar Dance Company & Studio  Dance Kaiso/Wilfred Mark  Friday Night Dancers  Guru Shadha  Raices de Mexico Ballet Folklorico  Saturday Night Ballroom Dancing  The Red Thistle Dancers 21 If Cubberley were not available If the dance studios had to move out of Cubberley, they would probably each have to be relocated in isolated industrial sites – rents in residential areas would be prohibitive. There are few alternative dance studios – much less dance communities – similar to and accessible by Palo Alto residents and their families. This is particularly true for the youth and teen programs offered by the three resident studios. The dance services for youth provided at Cubberley are a core support in the City's network for youth opportunities, complementing school athletics, AYSO, and children’s theater among other programs, providing our youth multiple ways of finding their differing passions and creative sparks. Dance Connection in particular serves approximately 2,000 students, most of whom are Palo Alto residents. Although other youth dance classes are offered through the City’s Community Services Department, they are minimal compared to those at Cubberley. The adult dance offerings provide high quality instruction, attracting both residents and non- residents. Ballroom dancing on Friday and Saturday evenings is both dance instruction and a social recreation for adults and seniors. Other adult dance activities provide a wide range of opportunities. If PAUSD opens a school on site in addition to City-provided community services Several types of dance instruction would provide increased opportunities for students, both for developing their musical talents and for providing an artistic and fitness opportunity for both students and staff. The multi-age opportunities would also be enriching. 22 Artists in Residence Program Community Needs and Benefits The Cubberley Artists in Residence Program represents the City’s commitment to the arts by enhancing and promoting the artistic culture in Palo Alto, showing various art forms through open-studio events, exhibitions, workshops, lectures, and classes taught by the artists in residence. Many Cubberley artists also provide instruction and art-making opportunities to children and lifelong learners in an accessible and friendly environment. The program’s purpose is to establish a community of visual artists who support, collaborate, and exchange ideas with one another and the community. Especially valuable features include:  The opportunity to engage and interact with participating artists.  The services rendered and the teaching provided by participating artists.  The donation of art work contributed by participating local artists to the City’s Art in Public Places collection for the education and enjoyment of all citizens. The program was initiated in 1989 in response to a lack of affordable studio space for artists, which was providing challenges for local arts organizations. Today 22 artists (about 50% are residents) occupy 17 studio spaces. The program is a community center for visual artists who support, collaborate, and exchange ideas with one another. Artists who teach classes in their studios average 20-30 students per quarter (65% are residents). Visitors to the annual open-studio events vary, averaging 500 visitors per studio per year. The majority of respondents indicated 60-80% of visitors are residents. Individual survey responses varied greatly: some artists utilize their space 7 days a week, up to 12 hours a day, while others may use their space 25 hours per week. Most respondents are using their space 4-7 days a week for approximately 5-8 hours a day. Every two years, local artists are invited to apply to a juried process, along with approximately 1/3 of the current studio tenants. This process ensures Artist Studio tenants are re-juried approximately every five years. From six to eight artists from the juried pool are awarded the opportunity for residency (or possible continuance) by a panel of three City-appointed visual arts experts based on specific criteria. Current Tenants and Renters  L. Anderson  B. Gunther  I. Infante  L. Bouchard  P.Hannaway  S. Ingle  U. Delarios  M. Gavish  S. Kiser  K. Edwards  C. Sullivan  M. Lettieri  M. Fletcher  N. White  A. Mcmillan  P. Foley  C. Valasquez  J. Nelson-Gal  L. Gass  M. Gavish  M. Pauker 23 If Cubberley were not available Most artists indicated that they would disperse and relocate out of the Palo Alto area due to lack of affordable spaces in this area. Available studios in Palo Alto are few and decreasing. Alternative/replacement studio spaces are severely limited. On the mid-peninsula there is just one other set of studios – Palo Alto Studios – that currently provides space for 34 artists who share 15 studios. There is, however, a waiting list to get into any of these, and the rates are well above rates at Cubberley. If PAUSD opens a school on site in addition to City-provided community services Many of the artists indicated that they would enjoy serving as mentors for students as well as role models of artists using various mediums to express themselves. In addition there would be opportunities for joint shows furthering the artistic development of our students. 24 Hourly Rental Spaces Community Needs and Benefits Cubberley provides much needed rental meeting spaces for dozens of regular user groups, as well as spaces for occasional activities and meetings by all members of the community. Current Tenants and Renters  Neighbors Abroad  Youth Community Services  Palo Alto Housing Corporation  Pre-school Family  Grossman Academy Training  Vineyard - Faith  Christ Temple Church - Faith  Earth Day Film Festival – theater  Waldorf School of the Peninsula – theater rental  Palantir Technologies – gym use  International School of the Peninsula – gym use  Gideon Hausner – Jewish Day School – gym use  Palo Alto Soccer Club – meetings  Common Wealth Club - meetings  Palo Alto Girls Softball - meetings  Whole Foods Market - meetings  Bay Area Amphibian and Reptile Society - meetings  SCV Audubon Society - meetings  National MS Society - meetings  Palo Alto Menlo Park Mothers Club – meetings  Liga Hispano Americano De Futbol – meetings  SCC Registrar Voters  Home Owner Associations If Cubberley were not available Cubberley today meets at least a third of the community demand for meeting space (particularly useful to small groups) provided in the following city-run facilities: Cubberley Community Center 9 Meeting Rooms 2 Dance Studios 1 Gym Activity Room 3 Gyms 1 Theater 1 Music Rehearsal Room Lucie Stern Community Center 1 Ballroom 2 Community Rooms Art Center Auditorium Green Room Meeting Room Mitchell Park Community Center 1 Office Classroom 1 CBO Classroom 1 Art/ECR Classroom 1 Multipurpose room Mitchell Park Library Portion 1 Program room 1 Computer room 4 small group study rooms 25 If PAUSD opens a school on site in addition to City-provided community services There would likely be minimal interaction, although meeting rooms could be located wherever spare space existed on the site and could move from the city area to the district area as the needs of both entities change. 26 Other Non-Profits and City Services Community Needs and Benefits Cubberley provides office and class spaces for both the City of Palo Alto and other non-profits. This allows these services to continue despite the scarcity of public space elsewhere. Current Tenants and Renters Normal business hours are Monday through Friday from 8:30am to 5:30pm.  California Law Revision Commission  P.A. Adult School: gardening classes & Senior Friendship Day  Friends of Palo Alto Library (155 volunteers contributing over 23,000 hours, raising in excess of $1M annually)  Temporary Mitchell Park Teen Center (currently closed)  Temporary Mitchell Park Library  Office of Emergency Services of PAFD/PAPD (weekly EMS training)  Palo Alto Mediation Services  Wildlife Rescue  Cardiac Therapy Assoc. Administration  Facilities for the un-housed – gym showers available daily, between 6am and 8am. 27 If Cubberley were not available A significant number of these groups would need to find other office space; however options are very limited, and must be considered on a case by case basis. No specific solutions for this category can be given at this point. If PAUSD opens a school on site in addition to City-provided community services There would likely be minimal interaction, although meeting rooms could be located wherever spare space existed on the site and could move from the city area to the district area as needs of both change. 28 Palo Alto Now and Later - Demographic Trends Palo Alto strives to be a community that provides all its inhabitants a place to live a rich life, full of opportunities to experience, learn, and grow from infancy to the end of life. The notion of community involves not only personal interrelationships, but also the place within which these personal interrelationships take place. There are many communities in which people participate throughout their lives including the family, the neighborhood, the schools, the city, and beyond. Cubberley Community Center provides a unifying part of the fabric of our city. It is an ideal location for expanded and enhanced community services. If and when the school district is ready to open a school at this site, co-location of a school and community center would create new opportunities that would enrich all of our lives and serve the social and emotional needs of Palo Altans of all ages and abilities. Youth Population The youth population in Palo Alto is growing. Over the last 10 years, the number of children between the ages of 5 and 17 has increased by 2.3% a year. The school district conservatively estimates this growth will continue at the rate of 2% each year for at least the next 5 years. The number of youth under 18 has grown to over 14,000 or approximately 1/4 of the total city population. In addition to the need for more schools, the school district and the city need to provide opportunities for its youth for various community focused activities. These opportunities will provide for the integration of the various social, ethnic, and economic variations within their population and build more appreciation and enlightenment among them. Cubberley provides an ideal location for the city and school district to work together to make this happen. Senior Population There is also a growing senior population. Over the last 10 years, the number of adults aged 55 or older has increased by 2.5% a year to nearly 30% of the city’s total population of nearly 65,000. The city’s 2006 study, “Impact of the Aging Baby Boom Population on Palo Alto’s Social and Community Service,” states that 80% of our Boomers are planning to “retire in place” as they age. This aging population creates the scenario that by 2026 upwards of 40% of the city’s population will be 55 years of age and older. The present perception of the city’s seniors is that they want “a sense of community.” Palo Alto needs to work toward providing that sense of community with a rich variety of offerings in multiple locations around the City that seniors can reach through public transportation. Cubberley is an obvious location for such services. Other Adult Populations Between the senior and youth demographics there exists a 31,000 adult population comprising nearly 1/2 of Palo Alto’s population including single adults, married/living together adults without children, and married/living together adults with children. The city needs to develop programs that are relevant and attractive to single adults who comprise 25% of its adult population, as well as provide programs relevant to married adults to reach the community needs of these segments of its population. 29 Diversity All age groups in the city are growing more diverse every year. Palo Alto now enjoys an extraordinary mix of people who come from all over the world. We have people from many backgrounds and cultures, each with languages, ideas, approaches, and ways of living that can enrich our community immensely. This diversity also brings with it a need for a wide range of services offered in a variety of ways. Our diversity is an incredible asset and we need to make the most of responding to it and incorporating it into the services and opportunities offered to our city and school community. Festivals, music, art, and recreation all provide opportunities for community members of all ages to thrive while gaining understanding of others. A vibrant community center at Cubberley provides the perfect place for increased communication among our various sub-populations and this will lead to an even richer community ready for the realities of the 21st century. Impact of this Growth and Change in Palo Alto More children plus more older adults equals more people in Palo Alto. More people create more needs and more interrelationships. More people with differing backgrounds add to the vibrant and innovative place we call Palo Alto, but also increase the need for services. All of this growth and change creates an even greater need for community. 30 Cubberley Tomorrow What we have at Cubberley is uniquely Palo Altan and tremendously valuable. Well rounded, active and engaged individuals enrich the entire community. The services at Cubberley do not simply benefit the users, but also benefit all those who interact with them. The city administers the site and offers some classes as in most neighboring community centers, but nearly all of the Cubberley programs are provided and administered by community organizations; this enables an uncommonly rich assortment of opportunities using minimal City resources. Good communities need good schools. Palo Alto is known for the dynamism, creativity and intense involvement of its citizens. We demand the very best schools to nurture the bright young people who drive progress in our area. Good schools need strong communities. The students in these schools need more than just good schools; they need opportunities to explore the visual arts, dance, sports, music, and various service opportunities to find the passion that will drive them forward into productive, happy, satisfying full lives. Our more mature population needs outlets for service, learning, creativity, and connection, as well, to keep their lives satisfying through middle age and into their senior years. Excellent schools and a rich variety of community services and activities provide the basis for Palo Alto’s vibrant community. Making Choices There will always be a need to make choices between competing users of the community space at Cubberley. When Foothill vacates most of its current space, this need will be particularly great. The proposed community needs assessment will drive these choices once it is complete, but city staff will need to select tenants every time space opens up both before and after a community needs assessment is completed. The recommended criteria for future renting and leasing of Cubberley space outlined in Appendix A would create an open, defensible matrix to guide future decisions. A Spirit of Collaboration Will Benefit Everyone What follows is a vision for combining the strengths of our school district and our city to create an integrated space at Cubberley to serve the needs of all ages and abilities as the twenty-first century continues to unfold. A Vision of Synergy The information on how our city is evolving has been explained above. Cubberley is the last 35 acres of public space that exists in Palo Alto. As our population grows, so does the value and importance of this public land. We can use the last 35 acres in Palo Alto to provide the new school capacity needed for the future and also further development of the cluster of services concept that makes Cubberley today so vibrant and vital and so important to so many. Maintaining what we have at Cubberley and continuing the dynamic process of responding to community and school needs by bringing Palo Altans together to work with one another, share ideas, and create new ideas and institutions will be part of what will assure Palo Alto’s future as a dynamic, exciting, desirable place to live, work, and play. We are at a crossroads. We can make the conventional assumption that Cubberley needs to be used for increased school capacity or a community center. Or we can do both! We can carry 31 on the community spirit that created the Cubberley we know today by working together to create a much more exciting and innovative use of this valued 35 acres. We can provide both new school capacity and a multicultural, multidisciplinary, multigenerational, flexible community center that knits our residents together in new and exciting ways and provides services that meet the needs of Palo Altans from the youngest to the oldest of our citizens. Constructing buildings that use the 35 acres efficiently allows us to do both. (See the Facility Committee Report.) Expanded Wellness Programs There are currently many ideas for how to enhance the services now offered at Cubberley. One example involves the expanding the wellness activities currently offered. A number of non-profit organizations currently provide health and wellness services at Cubberley. More would like to do so in the future, if suitable facilities and financial support were available. At the 11/14/2012 CCAC meeting, several cooperating community groups requested a wellness center that would house and integrate their separate programs. Pacific Stroke Association (PSA), Cardiac Therapy Foundation (CTF), Abilities United, Avenidas and the City of Palo Alto outlined their vision of an integrated health and wellness program with a focus on seniors. Cubberley and School Communities There are also ideas about how the visual, dance, and musical artists communities currently at Cubberley could interact with school students to provide instruction, mentoring, and space for student talents to grow. There are ideas about how high school students could learn about how young children develop in the early child care and education centers where their teachers’ young children spend their days engaged in educational play. Other exciting program additions would become possible for a new high school by sharing the 35 acres at Cubberley with a community center. Conclusions Exactly what is needed for the growing school population and what is needed for the evolving city of Palo Alto requires more work and expertise than was available to the Cubberley Community Advisory Committee. PAUSD has the capacity to identify its needs as population growth unfolds and to identify the best way to meet those needs. Deciding which buildings to build or remodel as well as deciding on renting and leasing priorities for a community center requires a very thorough community needs assessment to identify what services and opportunities are needed by the community, where such services exist now, and what services are best offered at Cubberley to meet community needs. We need professional expertise to do this work well. Only by investing in such a systematic study with the school district as a willing partner can we be sure we are planning well for a facility that will serve Palo Alto for years to come. Such a study will require that PAUSD and the Palo Alto Planning Department work together to determine how to meet this broad range of community needs. Securing the land at Cubberley and committing ourselves to the project of creating a plan to develop the site for the co-location of a school and community services needs to start today! In 1991 Palo Alto chose to protect these 35 acres from disappearing into private housing developments, and in doing so developed the community of services that is Cubberley today. It 32 is again time to use this wisdom, creativity, and cooperation to continue to develop school and community facilities to share these 35 acres. We can start by taking the following steps: 1) The city and the school district should work together to design a flexible shared space to meet the changing needs of both organizations over time, including an MOU detailing how such joint planning work will be accomplished. 2) The city and school district should design a new lease including how to maintain the site for the next 5 – 10 years. 3) Over the longer term the city should maintain or expand community uses at Cubberley as Palo Alto’s population increases including building or remodeling on a portion of the site to house most community center needs into the future. 4) The school district would thus maintain the potential to build and remodel the remaining acres to create a high school for the future that would be comparable to Gunn and Paly, even though those sites are larger. City and School District Planning Efforts Conflicts that must be recognized The City needs to plan for an upgraded community center now, but the District’s need for a new high school is likely 15-30 years into the future. The apparent difference in their planning horizons can be turned into an opportunity: New construction as it becomes necessary can be intelligently phased, adapting to changing goals of the two parties, City and District, while allowing ongoing use of most of the site with construction disrupting only a portion. We cannot expect the City to wait for 20 years while some buildings require major maintenance or replacement, but we also cannot expect the District to plan the details now for a school that may not be needed for 30 years. City and District boundaries are not contiguous; the biggest difference is that all of Stanford and half of Los Altos Hills are part of PAUSD, but not part of the City of Palo Alto. This requires attention, but precedent exists in the current lease where child care space is provided at Nixon, even though most students live outside City boundaries. Talking points which the City and the District must resolve to plan future use of site Both entities must agree to work together and avoid the “we” vs. “they” thinking that breeds mistrust and prevents finding the best solution for our common community. A shared site with both community center activities and a school can address the 41 developmental assets that are recognized as essential for the well-being of students and would improve the social and emotional health of people of all ages. Several site decisions need to be made before any construction can begin, including:  Parking and access (car, bus, foot and bike) to the site, including to the fields  Utilities on site  How could / should construction be phased in?  What safety precautions are essential given that building will occur while part of the site is being used?  Which buildings need to be leveled in the long term and which ones could be rehabilitated if they fit into overall site plan? 33  Which parts of the site should become largely community center, which parts should eventually become largely school use and which parts should serve both purposes for all or part of the day?  How separate do community center and district spaces need to be?  Is it necessary to make all buildings DSA compliant?  What should the basic architecture of the site look like? What if the City and the District choose not to plan the future of this site together? The fallback position remains that the city could build a very good community center on 8 acres of the current site. This is decidedly an inferior choice compared to the joint or integrated use we have been talking about. We would all lose in terms of flexibility and ability to offer the best possible program for the least cost, but the City risks losing the Cubberley Community Center entirely if we don’t plan now and build improved spaces soon. Marking time for 10-20 years is not an option. Recommendations Short term -- the City of Palo Alto and the PAUSD should renegotiate a 5-year lease that includes planning shared community center/school buildings and site parking, including an MOU addressing how they will plan together to develop the new site. To evaluate actual community needs, the City should contract for a professional Community Needs Assessment. Medium term -- the City could begin to build community center building(s) while allowing the remainder of the site to continue to be used. If the district has made a decision to open a new school, this is the time to plan how to build and remodel the remainder of the site for school purposes and shared spaces. Long term -- the City should continue to evaluate the best mix of tenants and a fee schedule for community space, as well as how to share space and energy with PAUSD as needed and desired. 34 Appendices A. Recommended Criteria for Future Renting and Leasing of Cubberley Space The Cubberley Community Center space is leased or rented to a diverse array of program and service providers. The selection process for who gets space at Cubberley is guided by the 1991 Cubberley Master Plan, which designates areas of the Center in the following categories:  Education – Preschool through Adults  Indoor Sports and Health  Outdoor Sports  Artists in Residence  Music & Theater  Dance  Hourly Rental Space, Other Non-profits, and City Services While the time and scope of work of this report did not permit the CCAC to develop a detailed renting and leasing priority system, the Community Needs Subcommittee did develop a recommended process to help prioritize renter and tenant proposals. It should be noted that the diversity and range of programs and services provided at Cubberley is extremely broad, and all of the services in the categories (above) are considered a “need” for one constituent group or another. Community Needs Assessment The next and more complex question is to understand the relative need for each category and how these needs might be met through creative, innovative design of a new facility. To answer this question we recommend a comprehensive City Community Needs Assessment done by a professional assessor to determine the long-term needs for the community, possibly resulting in a revised/new Cubberley Master Plan. Having a PAUSD representative on the committee will help ensure that the City and the District understand each others’ needs and provide complementary offerings. The recommendation below will ensure that space allocation between competing potential users is an open, defensible process based on the master plan. The CCAC Community Needs Subcommittee suggests a jury system for selecting future renters and tenants similar to the system used for the artists’ studio space currently in use at Cubberley. A selection committee would be ultimately responsible to the City management and comprised of relevant City staff, commissioners and stakeholders such as:  City Staff – Director of Community Services  City Staff - Cubberley Manager  City Staff - Real Estate Manager  Parks and Recreation Commission representative  Human Relations Commission Representative  Cubberley Advisory Committee Chair  Community members-at-large for tenants and residents  PAUSD representative 35 Selection Criteria The committee would use the selection criteria listed below to serve as a tool in guiding a discussion on prioritizing proposals for use of space at Cubberley. There are three core filters the selection committee would use to evaluate suitability of proposals. 1. The first filter is a scoring of proposals based on the following criteria:  Alignment with the Cubberley Master Plan  Appropriateness of space  Percentage of Palo Alto residents served  Demonstrated community need  Complements existing services  Adds to the diversity of Cubberley (e.g., Age, Culture, Interest)  Serves a large number of people  Is a Safety Net Service  Directly supports the City’s Comprehensive Plan  Provides a high community benefit 2. The second filter is an evaluation of alternative coverage of the service or program in Palo Alto. The intent is for the committee to consider whether the community has access to similar services elsewhere in Palo Alto. When the alternative coverage is low, a proposal will rank higher for getting space at Cubberley, and when alternative coverage is high a proposal will score relatively lower for getting space. 3. The third filter is the capacity to pay for the space requested. Recognizing the City of Palo Alto is obligated to pay PAUSD millions of dollars for the lease of Cubberley, the offsetting rental and lease revenue is a critical factor in the selection process – not the primary criterion, but nevertheless one that must be thoughtfully considered. Proposals ranking relatively higher on these three filters will be accommodated first while those scoring relatively lower will be accommodated later or not at all. 36 B. What’s Special About the Cubberley Community Center? Cubberley provides an irreplaceable public, comprehensive community facility that reflects our community values. 1. Cubberley is our last large (35 acres), undeveloped (non-parkland), and publicly owned space. 2. Palo Alto has wisely chosen to disperse our public buildings to make offerings walkable, bikeable, and transit-oriented, a City of Palo Alto Land Use & Community Services policy as laid out in the Comprehensive Plan. Cubberley in the south and Lucie Stern in the north offer many classes and programs meeting this goal; youth and teen programs at Ventura and Mitchell Park add even more balance for many non-drivers. (Note that the new Mitchell Park community center simply replaces its original community spaces). 3. The Cubberley site provides a unique opportunity for PAUSD and the City to plan a creative co-location of community services and school(s) that could work together to make this valuable public property a treasured part of our community for all ages. 4. It is essential to appreciate what is provided now at Cubberley in order to judge what can best be offered going forward. Staff has recently surveyed current tenants, and the Community Needs Subcommittee has interviewed many of the following significant Cubberley groups.  The Arts: 22 Artists in Residence currently have studios. Co-location yields benefits to community and to artists; this model is being copied in locations around the world. Three Resident Dance Programs have studios plus several small companies share spaces, providing a complementary community and a variety of classes for all ages and abilities. Music groups include Palo Alto Chamber Orchestra, Peninsula Women’s Chorus, Peninsula Piano School, Palo Alto Philharmonic, and El Camino Youth Symphony. Theater programs and camps round out the Cubberley arts programs.  Sports & Recreation: Outdoor Sports – Four softball fields and four soccer fields allow spring, summer, and fall youth leagues to practice and play Monday - Saturday. Adults use the fields heavily on Sundays. Tennis courts are used heavily at all hours. The football field and track are used regularly for soccer, football and jogging. Indoor Sports and Fitness – Foothill and the City offer a wide array of sports and fitness classes for all ages and abilities. Foothill is not building a new gymnasium at its new location and would like to maintain a presence at Cubberley after moving to its new site.  Senior Programs: Avenidas is interested in increasing opportunities for seniors and combining Senior Wellness programs with the existing Stroke and Cardiovascular programs as well as Senior Friendship Day and other senior social activities.  Education: Preschools and after-school care – Such care provides for early learning and enables parents to work, confident that their children are thriving. Private schools, tutoring and continuing education -- Foothill College, the City, and the School District all offer classes, many of which are adult education classes.  Community Organizations: Friends of Palo Alto Library, Wildlife Rescue, spiritual groups and others. Rooms can be rented for meetings, retreats, and special occasions. 37 C. Summary of the “Impact of the Aging Baby Boom Population on Palo Alto’s Social and Community Services” This analysis was initiated by the Community Services Department of the City of Palo Alto and was undertaken by a task force of community leaders and service provider agencies. The resulting white paper was published in November 2006 and focused on lifestyle issues including education, recreation, health, fitness, leisure and social services The study aimed to assist Palo Alto’s city government, local nonprofit agencies, and the community at large in understanding some of the impending impacts of a demographic environment driven by the aging of the Baby Boom Generation, noting that such changes will have an impact on policies, programs, services and practices within the community. Study Summary. The thoughts and concerns of some 400 Palo Alto Boomers can be summarized as follows:  Boomers want to live independently as they age and the concept of a “senior friendly” environment, especially with regards to mobility, is especially important.  There is a deep desire to be engaged in community and social activities and have a variety of learning opportunities.  Palo Alto Boomers want to stay involved, for either lifestyle or financial reasons, through volunteerism or continued part or full-time employment.  Boomers want to remain physically and mentally active and healthy, well into their elder years.  80% of the Boomers say they are planning to stay in Palo Alto as they age. Future Services Needed When asked to identify the services and programs that Boomers are presently using that they will need more in the future, a variety of services and programs were identified. The five major themes, in order of priority, that dominated the discussion were: 1) Social, Cultural and Leisure Activities Examples cited most frequently were travel; activities at night for adults/seniors; activities for widows/widowers; creative arts classes; book clubs; Stanford Lively Arts; inter-generational interaction; dance groups; poetry nights; art and theater events; open microphone; and increased social gathering points. 2) Parks and Recreational Services and Facilities Within this theme the most mentioned uses were activities that draw people to parks; lawn bowling; Tai Chi; playgrounds for seniors; senior and community centers; a golf club for Boomers; and sports leagues for seniors. 38 3) Senior Designed Community/Social Services Examples cited included buddy systems for walking, hiking and exercise; quality Police, Fire and EMT services; food closets; outreach for shut-ins; social services targeted at aging; walk-able neighborhood shops and services; universal housing concepts; and vibrant downtown neighborhoods. 4) Education and Library Services Some of the specific services and programs identified as important were readings clubs; technical classes; quality library facilities and programs; Palo Alto Adult School; City- sponsored special interest classes; Stanford continuing studies; and Foothill College. 5) Information and Referral Services Examples for information and referral programs included continued communication about programs for adults; easy, single point access to information on caregivers; technology services; Medicare advice; tax preparation Other themes included health care/in home services, and health and fitness programs. Community Survey Results 323 surveys were received over a six-week period from Palo Alto resident “Boomers.” What Services Do You Currently Depend On? Top 3  Education and Libraries  Social, Cultural and Leisure Activities (including references to intergenerational activities, connectivity, social support groups, interest-based activities vs. age-based activities, more daytime activities, senior related activities, and social integration)  Health and Fitness Opportunities What New Services Are Needed? Top 3  Transportation  Health and Fitness Opportunities  Education and Libraries Of All Services, Which Are the Most Valuable to You, Personally? Top 3  Education and Libraries  Social, Cultural and Leisure Activities  Health and Fitness Opportunities 39 D. Neighboring Community Centers Sunnyvale Community Centers Community Center, located at 550 East Remington Drive The Sunnyvale Community Center is a unique recreation complex which includes a Creative Arts Center, Performing Arts Center, Indoor Sports Center, general Recreation Center and an Arboretum Complex. Use of the Sunnyvale Community Center is for City-sponsored community recreation activities in which anyone may participate. However, there are also accommodations to fit almost every need by private groups from small meeting rooms that can be used by as few as 15 people, to state-of-the-art, Internet- ready conference rooms that can seat 300 guests or clients. The Sunnyvale Community Center boasts a 200-seat theater, which has a fully rigged and lighted stage that can accommodate plays, recitals and concerts. The theatre hosts two resident theatre companies: California Theatre Center (adult professional theatre company), and Sunnyvale Community Players (volunteer community theater organization). Programs and Activities Senior Center The Community Center campus also includes the Sunnyvale Senior Center, which hosts educational, recreational and cultural activities for adults 50 years and older. The Senior Center also includes several rooms, including a large ballroom and a professional kitchen that can be rented for large events. After School Recreation Programs The majority of after-school programs are conducted at elementary and middle school sites in Sunnyvale or at the Sunnyvale Community Center. Summer Recreation Programs The City of Sunnyvale also offers a wide variety of recreation, sports, arts and enrichment activities and camps for children and teens during the summer months. For middle school and high school-age teens, there is a summer recreation volunteer program designed to provide young people with the opportunity to develop leadership and job skills. Swim classes and drop-in swim at local pools are available for children and adults. Activities for Adults Year-round programs for adults range from adult sports leagues and drop-in gym programs to pottery and other visual and performing arts classes. Therapeutic Recreation Program The Therapeutic Recreation Program promotes the development of new leisure skills, increases self- esteem and social skills. The program provides information and referral services and participates in cooperative recreational programs with other cities for special events. We provide social recreation programs for individuals with all types of disabilities and all levels of functioning. Greenbelt Stroll Hike, swim, play tennis, picnic in the park -- enjoy 2.7 mile-long stretch of the John W. Christian Greenbelt. Columbia Neighborhood Center, 785 Morse Avenue 3.5 miles from the main Community Center The Columbia Neighborhood Center (CNC) was developed to provide social, recreational and educational services for north Sunnyvale residents. This collaborative project between the City of Sunnyvale, Sunnyvale Elementary School District, Advanced Micro Devices, Sunnyvale residents, and numerous community agencies includes the AMD Sports and Service Center building, Columbia Middle School, and the Sunnyvale Preschool Center. The CNC is open to all community residents and provides a variety of services and activities year round, seven days a week, including evenings. 40 Cupertino Quinlan Community Center, 10185 Stelling Road, .3 miles from the Sports Center Built in 1989 and opened to the public in 1990, this 27,000 square foot facility has won numerous awards for its innovative design. It is centrally located on Stelling Road near Stevens Creek Boulevard and enjoys views of the Cupertino foothills and beautiful Memorial Park right out its back door. The Quinlan Community Center is home to the City of Cupertino's Parks & Recreation Department, the Cupertino Historical Museum, as well as serving as a sub-station for the Sheriff's Department. The art of the Cupertino Fine Arts League lines the walls throughout the building. The Quinlan Community Center is a multi-use building, offering classrooms for Parks & Recreation classes, as well as a variety of other rooms available to rent for your business or personal needs. The Cupertino Room features a full caterer's kitchen and can accommodate up to 275 people in a banquet format, or up to 300 people for an event with theater-style seating, making it an ideal spot for weddings, receptions, corporate seminars or meetings. The Social Room can accommodate up to 80 people, ideal for smaller gatherings like birthday parties, baby showers or even an employee retreat. The attached patio provides a quiet spot to relax and enjoy a bit of fresh air or to slip out for a stroll around the park. Community Hall, 10350 Torre Avenue 1.2 miles from the Sports Center The facility offers state of the art audio/visual equipment for all your technological needs. Two six-foot by eight-foot mounted screens present the opportunity for dynamic presentations, certain to make an impression. Laptop connections are available throughout. A plasma flat screen in the elegant reception lobby adds ambiance to your event while keeping patrons informed. Worried about technology set-up and operation? Our staff assistants are present throughout your event to help. Community Hall can also be transformed into an elegant banquet facility for wedding receptions or parties. Cupertino Sports Center, 21111 Stevens Creek Blvd The Cupertino Sports Center features 17 tennis courts, a fitness center with LifeFitness and Star Trac strength training equipment, LifeFitness and Hoist free weights, LifeFitness and Star Trac bikes and treadmills, LifeFitness ellipticals, Techno Gym Waves, Precor AMT's, 2 racquetball courts, complete locker room and child watch facilities. The resident tennis professional offers private and group lessons, pro shop and Friday Night social drop-in tennis programs. Cupertino Senior Center, 21251 Stevens Creek Blvd 1 block from Sports Center The Cupertino Senior Center is Cupertino’s hub for activities, information and services that are specifically geared toward active adults 50 years and older. Cupertino Teen Center, 21111 Stevens Creek Blvd The Teen Center is a new facility with all of the latest gaming equipment and cool features that teens enjoy. Take your pick from a game of pool, foosball, air hockey, pin ball, Xbox 360, Wii, PSII, five computers, board games, two big screen TV’s, movies, and more! The Teen Center also has a kitchenette which includes: refrigerator/freezer, microwave, toaster oven, two (2) large tables, and fifteen (15) chairs. It can be rented for parties or special occasions for $200 / 3 hours. 41 Saratoga Joan Pisani Community Center, 19655 Allendale Ave Can accommodate 15 to 300 guests for a wedding, reception, party or meeting. Garden patio, large multipurpose rooms and kitchen facilities are available one year in advance. Non profit groups receive 50% discount, Residents of Saratoga receive a 10% discount. Preschool, Youth Art & Enrichment  Saratoga Community Preschool, My First Art Class  Youth Oil Painting; Public Speaking, Pre-public Speaking  Music Together, Vocal Performance, Magic, Clay, Piano Games, Beginning Guitar Youth & Teen Health & Fitness  Archery, Jr. Rock Climbing, Fencing, Squash, Shotokan Karate, Gymnastics, Just 4 Kicks Soccer, Lil’ Sluggers, Deep Cliff Golf, Atherton Lacrosse, Ice Skating, Hockey, Tennis  Dance Force, April Paye  Karate, Fun Fun Fundamentals  Saratoga School of Dance: Ballet, Tiny Tots Dance, Ballet/Tap, Boys Tap Dance, Tap Teen & Community Programs  Driver’s Ed, CPR, Youth Oil Painting, Beg. Guitar Adult Health & Fitness  Jacki Sorensen Aerobics, Hula Hoop, Jazzercise, Baby Boomers Fitness, Ergo Fitness Workshop  Deep Cliff Golf classes, Adult Tennis  Cook Your Buns, Eating for Vibrant Health  Saratoga School of Dance: Tap, Latinizmo, Folk Dancing, Zumba  Lunchtime Yoga, Vinyasa Yoga, Beg. & Adv. Yoga, Rosen Method Movement, Beg. Tai Chi  Ballroom, African Dance, Belly Dancing, Ladies Latin Adult Arts & Enrichment  Ikebana, Adult Oil Painting, Beading  Landscaping Design, Chocolate Truffles, Free Your Voice, Take a Tour of Italy, Chinese Painting Saratoga Senior Center, adjacent to the Saratoga Community Center The Senior Center serves as a vital resource for seniors and older adults in the Saratoga community, offering over 35 activities and classes, as well as other services, trips, and special events, programs and activities, wellness screenings, speakers, the opportunity to build friendships, as well as a caregivers' support group Warner Hutton House, located at 13777-A Fruitvale Ave, around the corner from Community Center This charming & romantic 1896 Queen Anne house includes a garden patio with an inviting gazebo. It is the ultimate setting for your small, intimate garden wedding, and is perfect for small parties, elegant socials or business retreats. The house and garden have a 30 to 80 person capacity and includes a full service kitchen. Saratoga Prospect Center, located at 19848 Prospect Road, 3.1 miles from Community Center The Saratoga Prospect Center (formerly the North Campus) offers an attractive site for business meetings, wedding receptions, parties, and seminars. Facility Rental Discounts (one discount allowed per rental): Non profit groups receive 50% discount. 42 Mountain View Community Center, 201 S Rengstorff Ave in Rengstorff Park When the Community Center is not being used for recreation classes and City events, it is available for private rental. Located in Rengstorff Park, the Center provides a relaxing setting along with professional, friendly service. Trees, turf and beautiful plants abound in the park and facilities. There is a skate park, pool, BBQ areas, tennis courts, playgrounds, and a natural grass play area in this beautiful park.  Rooms for rent include the Auditorium (capacity 200), Lower Social Hall (capacity 100), Rooms 2 and 3 (capacities 40and 60)  Preschool programs  Classes are for Tot & Preschool, Youth & Teen, Adults & Seniors Gym Rentals – shared facilities with open middle schools The City of Mountain View has two great gymnasium facilities that are available for rent Monday-Friday, 5:30 pm to 10:00 pm and 8:30 am to 4:00 pm on weekends. Both gymnasiums are divided into two sides/courts (half gym) or one full gym and are ideal for activities such as basketball or volleyball. The auxiliary rooms are great for many activities including dance and exercise classes.  Mountain View Sports Pavilion at 1185 Castro St, 1.9 miles from Community Center  Whisman Sports Center at1500 Middlefield Rd, 1.4 miles from Community Center Senior Center, 266 Escuela Avenue, .7 miles from Community Center Game Room -- Billiards tables, table tennis, puzzles and more! Classes & Workshops -- Classes include exercise, arts & crafts, dance, music and enrichment! Also, sign up for free workshops on various topics. Special Events -- Special events year-round for all to enjoy including a Summer Picnic and Holiday Gala! Exercise Room -- Equipped with treadmills, elliptical trainers, free weights, stationary bikes and more! Social Services -- Blood pressure and Alzheimer's screenings, legal assistance and health insurance counseling are offered. Travel Program -- Expand horizons with trips both locally and further afield. Mountain View Center for the Performing Arts, 500 Castro Street 1.9 miles from the Community Center. http://www.ci.mtnview.ca.us/mvcpa/mvcpa.html Intelligently designed with state-of-the-art technology, the Center is perfectly suited for its stated goal--to host a comprehensive performing arts program for a culturally diverse community. Historic Adobe Building, 157 Moffett Boulevard 1.5 miles from Community Center The restored Adobe Building maintains its rustic charm while offering modern conveniences and is available for a variety of events ranging from weddings to corporate. The Rengstorff House and gardens in Shoreline Park are available for rental daily except during our public hours, (Sunday, Tuesday and Wednesday, 11 am to 5 pm). Included in the rental fee is the use of the entire first floor of this historic Victorian home. The maximum capacity of the house using only the indoor areas is 49 people. Using both the indoor and outdoor areas, the house and grounds can accommodate up to 150 guests and is wheelchair-accessible. The gracious dining room and three lovely parlors, all decorated with classic period décor, open up to brick patios surrounded by manicured lawns, blooming flowers and natural areas. 43 Menlo Park Burgess Park, 700 Alma St Originally a part of the Dibble Hospital Facilities and purchased in 1948, Burgess Park is one of the first City-owned recreation areas in Menlo Park. Arrillaga Family Recreation Center, adjacent to Burgess Park The picturesque Arrillaga Recreation Center offers room rentals for both residents and non-residents. This center, complete with full kitchen and ample parking, presents a relaxing setting and is surrounded by a park. Arrillaga Family Recreation Center offers seven rooms for rent of various sizes (680 square feet to 2,378 square feet) including 2 dance studios to accommodate a variety of activities from weddings to birthdays and even corporate events. Arrillaga Family Gymnasium, adjacent to Burgess Park Facilities include basketball, volleyball, and badminton courts for drop-in, youth, and adult leagues. The gym is rented 6 mornings per week for health and fitness classes. Arrillaga Family Gymnastics Center, adjacent to Burgess Park 10,000 sq ft gymnastics room, multipurpose room and exercise room. Menlo Park Gymnastics currently has a girl’s competitive team, which has been very successful in competition. The new facility has the space and equipment to develop a boy’s competitive program and gives the City the ability to host competitions and demonstrations. Future program plans include classes in Rhythmic Gymnastics, Circus skills and cheerleading. In addition to the developmental gymnastics equipment, the new gym has an 1800 sq ft pre-school area with an adjacent toddler restroom. Onetta Harris Community Center, 100 Terminal Ave by the Belle Haven Pool, 3.6 miles from Burgess Park The OHCC offers rentals for Menlo Park residents and non-residents. The center features a multi-purpose room, kitchen, gymnasium, computer lab, fitness center, conference room, pre-school room, and two classrooms. Additionally, the OHCC is home to various City of Menlo Park programs and special events which have included, Multi-Cultural Days, Teen Dances, Camp OHCC, Game Nights, Career Fairs, Holiday Celebrations, Community Classes, and Meetings. Senior Center The Menlo Park Senior Center is located at 100 Terminal Ave, next to the Belle Haven Pool, Onetta Harris Community Center, Beechwood School, and the newly renovated Kelly Park. The Senior Center offers rentals for Menlo Park residents and non-residents. The center features a Lobby, Ballroom, Community Room, Imagination Room, Computer Lab, and Poolside Patio. Additionally, the Senior Center is home to various programs and special events which have included Luncheons, Receptions, BBQs, Picnics, and Fiestas. Teen Services Menlo Park Community Services Department has programs geared for teens. All programs are set up so teens will be with others of the same age and same grade. We offer a series of programs focusing on everything from sports and adventure, to education and career development. 44 E. Websites Cubberley Community Advisory Committee http://www.cityofpaloalto.org/gov/agendas/cubberley_community_advisory_committee.asp Cubberley Community Center Background Information http://www.cityofpaloalto.org/civicax/filebank/documents/29755 Cubberley Master Plan http://www.city.palo-alto.ca.us/civicax/filebank/documents/30937 Palo Alto Fields Advisory Committee Final Report - December 5, 2002 http://www.cityofpaloalto.org/civicax/filebank/documents/31552 Sunnyvale Community Centers http://sunnyvale.ca.gov/Departments/CommunityServices/CommunityCenters.aspx Cupertino Community Center http://www.cupertino.org/index.aspx?page=178 Saratoga Community Center http://www.saratoga.ca.us/cityhall/rec/facility_and_park_reservations/facilities/cscenter.asp Mountain View Community Center http://www.ci.mtnview.ca.us/city_hall/comm_services/recreation_programs_and_services/fa cilities_and_reservations/reservations.asp Menlo Park Community Center http://www.menlopark.org/departments/dep_comservices.html education child care dance seniors softball 35 acres. The last large piece of publicly owned land in Palo Alto. What will its future be? Volume 2 Facilities Subcommittee Report culture b’ball art meetings music theater soccer Cubberley Community Advisory Committee Report CUBBERLEY COMMUNITY ADVISORY COMMITTEE FACILITIES SUBCOMMITTEE REPORT March 2013 Jerry August, Brian Carilli, Penny Ellson, Jennifer Hetterly, Jim Schmidt i CCAC Facilities Subcommittee Report Executive Summary Local demands of a growing population for both public school and community services, coupled with a shrinking supply of available large parcels for public facilities development and Cubberley’s prime, easily accessible location in the core of Palo Alto, make competing local interests in Cubberley particularly acute. Facing enrollment projections that exceed currently planned high school capacity as early as 2020, PAUSD would like flexibility to use the full 35-acre site for school use. The City currently uses the whole facility for a valued, vibrant and irreplaceable community center. Like the PAUSD, the City anticipates increasing demand for its programming. Identifying a cost effective solution that enables both agencies to serve their overlapping constituencies using this prime site with greater efficiency is a key objective of this report. All of those demands for Cubberley cannot be met in its “as-is” condition. Given the location of each agency’s currently owned parcel, neither could meet its service needs on its designated acreage without substantial redesign and construction. Furthermore, the 57 year-old facility is run down and energy inefficient, and its current layout wastes valuable space and is neither designed for, nor well suited to, modern school or community programming. The ideal timelines for action on Cubberley differ for the District and the City. Given uncertainty about school enrollment projections and what school programming might look like in 10, 20, or 30 years, PAUSD’s independent interests would be served by preserving Cubberley “as-is” at the City’s expense, until whenever they are ready to use it. However, huge unmet infrastructure needs create pressure for the City to decide now about investments in Cubberley services. Without certainty about how long such services can remain on the full site, or on the site at all, and with mounting maintenance and operating costs, it is hard to justify continued investment in the aged Cubberley facility. The heavily used community center services will be increasingly difficult and expensive to relocate over time and the benefits of Cubberley’s prime location cannot be duplicated. (See Facilities Subcommittee Report, pp. 5-7, 12). All of these factors contribute to an urgent need for certainty and near-term planning on the City’s part. High quality school and community programs/services are both critical to the vitality and prosperity of the Palo Alto community. So the Facilities Subcommittee sought to answer two questions: Can a more efficient site design create adequate space for a community center and a high school with comparable building space to Gunn and Palo Alto High? 2. Can phased development address the demands of divergent timelines to the benefit of the Palo Alto Community? ii The answer to both is “yes.” Redesign Can Accommodate Both School And Community Needs If each agency keeps its current parcel in the “as-is” configuration, the District will have to build new classrooms and tennis courts and invest in other renovations (including seismic upgrades, removal of hazardous material, etc.) to put Cubberley on equal footing with Gunn and Palo Alto High Schools. The City will have to address the loss of field, gym, theater and auditorium space as well as parking. So rather than considering existing facilities through the lens of current ownership, the Facilities Subcommittee focused on site usage strictly from the perspective of space and type of facility – not getting into detail about who gets what and where. That analysis revealed significant inefficiencies in the design of buildings, circulation, site areas (landscaping and outdoor courtyards and utilities), and parking. Cubberley currently provides about 175,000 net square feet of 1950’s-era buildings on 4 acres – only 11% of the site, but spread out in such a way that the footprint monopolizes a much larger area (over 9 acres) and precludes more functional use of the spaces between and around the buildings. The necessary circulation areas to support that building configuration consist of covered walkways that require significant and ongoing roofing costs, reduce natural light into the buildings and create a foreboding tunnel effect. Site areas are largely comprised of narrow strips, isolated between buildings, an amphitheater and single function perimeter landscaping. On-grade parking consumes 5.5 acres of land for about 735 spaces and fails to maximize opportunities to put buildings where they will have the least visual impact on surrounding neighborhoods. (See Facilities Subcommittee Report pp. 7-9 and Appendix B). iii Taking the process a step further, the Subcommittee determined that moving parking below grade, improving circulation, and reconfiguring site areas to provide more useful gathering spaces could yield 9.4 acres (400,000 square feet) of recaptured space at Cubberley without sacrificing building square footage or playing field capacity and without adding multi-story buildings. 9.4 acres is comparable in size to six football fields or more than 300,000 net square feet of single story buildings. With redesign of the Cubberley site, over 475,000 square feet could be available for single story buildings: 300,000+ square feet (from the 9.4 recaptured acres) + 175,000 square feet (set aside to offset the “as-is” building square footage) = 475,000 square feet. By comparison, the estimated building footprints at Gunn and Palo Alto High Schools are 231,000 and 269,000 square feet, respectively. If not needed for buildings, extra square footage could be assigned to additional sports facilities, site or circulation areas, or parking. If the community supports multi-story buildings, even more opportunities could be created. (See Facilities Subcommittee Report pp. 9-12). Cubberley presents a unique opportunity to employ modern building practices to maximize use of space and potential for capturing synergies of shared use. The Cubberley site may be smaller than the other two high school sites, but its potential to carry an equal or better school facility along with a community center could deliver unparalleled community benefits. Planning for Phased Development Will Benefit PAUSD, the City and the Palo Alto Community Facilities development naturally follows a phased process. Programming decisions must be made to drive design, and design, bidding, and permitting must precede construction. Before demolition begins, facilities must be vacated. Whenever the School District decides to move back in, (the CCAC School Needs Subcommittee thinks this is an inevitability), community programs/services will have to be consolidated into a much smaller footprint. Planning for redevelopment of City facilities now could avoid a sizeable and lengthy gap in services, allowing tenants to transition in and out of different Cubberley facilities as construction progresses. If no planning is done until PAUSD is able to decide to move forward with design of a new high school, time will be short. The benefits of transitioning will be lost. And the pressure to get students into seats may preclude concerted efforts to identify and exploit potential efficiencies and compatibilities of use. Both agencies will have to scrape and build as quickly as possible. Both PAUSD and the City have a strong interest in what the other does with its respective acreage. The CCAC strongly recommends that they start planning together now for the entire site. Ideally that planning process would identify opportunities for joint use of programmed facilities on a time-separated basis (see Facilities Subcommittee Report pp. 14-15). But even if timelines for programming decisions cannot be aligned, cooperative planning efforts can result in a phased development plan that would serve shared interests in non-programmed facilities in the near term and maximize flexibility for future joint use in the long term. iv If they start planning together now, PAUSD and the City could jointly create a phased development plan that would:  Identify a location on the site for a community center that will preserve the most flexibility for future school design;  Engender commitments to design flexible programming spaces that can be devoted strategically and alternately for future school use and community use as needed;  Provide for distinct construction phases that can roll out over time: Phase I – community center, Phase II – potential joint use facilities (once compatible uses are agreed upon), Phase III – high school; and  Provide taxpayers with a clearly defined long-term vision to explain and support sequential fund raising initiatives. In addition, such a plan could realize significant ongoing efficiencies for both agencies by:  Incorporating plans for traffic and safety operations that will ultimately support all uses; and  Including mechanical, operational and parking facilities that will ultimately support all uses. Conclusion Joint planning for the co-location of school and community uses on the Cubberley site offers an unparalleled opportunity to meet the shared needs of the future to the great benefit of the Palo Alto community. Redesign can create ample space for both school and community use. Phased planning can serve the City’s immediate need for certainty of a future home for community services while maintaining maximum flexibility for future school design and potential joint use. Without co-location, the need to purchase new land (if it is available at all) for community center services adds exorbitant costs to the equation. Without cooperative planning, the opportunity is lost to meet school and community programming needs in a flexible way and to realize efficiencies in design, construction, use and operations. Likewise, without cooperative planning, excessive maintenance and operations costs may needlessly continue until the aged facilities are replaced. Both agencies, and the taxpayers of Palo Alto stand to benefit from cooperative planning now for future shared use of the Cubberley site. If the City, the PAUSD, and the community can rise to the challenge of engaging in concerted planning now, Palo Alto can have the best of both worlds. TABLE OF CONTENTS Executive Summary i Introduction 1 Background – The Cubberley Property 2 Defining the Problem Set 3 Growing and Changing Community and School Needs 3 Budgets: Money Matters 5 Budgets: Opportunity Costs 6 Considering Our Options: Analysis of Cubberley Land Use 7 Existing Use 7 Potential Use 9 Redevelopment Challenges/Opportunities 12 Conclusion 12 General and Specific Recommendations 13 Appendices A. How We Studied the Issues 17 B. Methodology for Site Analysis 18 C. Problem Statement 20 D. Working Paper – Needs for Facilities 22 1 Our Last 35 Acres: Planning to Maximize Cubberley’s Potential "I was seldom able to see an opportunity until it had ceased to be one." ~Mark Twain INTRODUCTION The 35-acre Cubberley site is Palo Alto’s last large, publicly owned parcel with potential for facilities redevelopment. This ideally located site is easily accessible from schools and neighborhoods by walking, bicycling, and transit. Its valued current use offers a rich array of programs and services to residents of all ages as a community center and playing fields used by up to 600,000 visitors per year. The heavily used community facilities will be difficult and expensive to replace when the Palo Alto Unified School District (PAUSD or the District) reclaims Cubberley for school use as planned. This problem grows more acute as each year new development fills limited Palo Alto parcels that might be used for community facility and playing field replacement. The Facilities Subcommittee recognizes PAUSD’s uncertainty about the “enrollment rollercoaster” and high school facility/programming needs fifteen or twenty years from now. These uncertainties present challenges that must be addressed by any facilities plan. Likewise, with anticipated population growth and demographic shifts, City of Palo Alto (CPA or the City) community service needs are also projected to increase and change. The City is already grappling with a shortage of playing field space in addition to uncertainty about future needs of an aging populace. In addition, significant expenditures related to deferred maintenance on the aging facility that must be addressed in the next five to ten years add complexity to the Cubberley problem set. Both agencies are faced with population growth and budget challenges. The City and PAUSD urgently need to collaborate now to identify the best use of this last 35 acres and its aging facilities -- to create a plan to cost efficiently meet the future needs of Palo Alto residents served by both agencies with the quality and scope of services the community expects. This report describes the current site, defines the problem set posed by competing and complementary District and CPA needs and analyzes current and potential facilities usage on the site. Our analysis, along with that of the other CCAC Subcommittees, leads us to the firm and clear conclusion that co-location of a school and a community center on the 35-acre site is both feasible and desirable. The next five years present a singular opportunity to develop a flexible plan for phased development to meet the vital needs of the Palo Alto community. 2 BACKGROUND – THE CUBBERLEY PROPERTY The City of Palo Alto currently owns 8 acres of the 35-acre Cubberley facility, located in the northeast corner of the site. The city’s acreage contains most of the campus’ classroom space, art and dance studios, some parking, a portable building used by Friends of the Palo Alto Library (FOPAL), and the tennis courts. PAUSD owns the remaining 27 acres, including the playing fields, a dance studio, weight room, gymnasiums and pavilion, multi-purpose auditorium and theater with music rooms, three wings of classrooms, a portable building used by FOPAL, and most of the parking areas. PAUSD’s 27 acres is currently leased to the City for approximately $7 million per year (including Covenant Not to Develop) plus all maintenance costs, expenses which are supported by the City’s General Fund. Quality of Facility and Maintenance Expense Most of the buildings and other facilities at the Cubberley site were completed by 1955. Some additional buildings (Pavilion, Theater, and others) were added in the early 1960’s 3 along with a new artificial turf field in 2009. The site was built to then-existing school standards. While the structures have stood up well given their age, they have become increasingly run-down and expensive to maintain and were not designed to support current and future needs. The Cubberley site is inefficiently used by modern standards. Existing buildings are single story, per the 1950’s model of Palo Alto school architecture. The building layout results in long distances between buildings through low, covered walkways that give a foreboding tunnel effect, block natural light and require costly repair and replacement. Single pane windows, poor insulation and louvers contribute to high energy costs. Air conditioning is not provided throughout most of the site, heating is ineffective and aged wiring does not adequately support today’s technological needs. The small, largely uniform, individual classroom design also limits the types of groups and activities that can be accommodated and fails to provide appropriate gathering spaces for modern school or community use. In addition to being inefficiently designed and poorly suited to the structural needs of modern school and community programming, the aged site is costly to maintain. According to the recent Infrastructure Blue Ribbon Commission (IBRC) report, current, ongoing maintenance requires a minimum annual expenditure of $330,000 (optimal maintenance should be closer to $800,000 per year). On top of that, the IBRC concluded that an additional $10.2 million in major deferred maintenance would be required between now and 2016, followed by $4.9 million before 2026 and another $3.7 million by 2036. DEFINING THE PROBLEM SET Growing & Changing Community and School Needs City Services & Programs Needs Population growth translates into more users of all ages. Demographic shifts toward an aging and more ethnically diverse population will require suitable programming for the specialized needs of those growing cohorts. The combination of growth and demographic changes demand both quantitative and qualitative adjustments to the community services offered in Palo Alto. Such a large undertaking requires concerted study, advance planning and significant investment. Currently, CPA uses the entire Cubberley site for community services, both its own 8- acre portion and the 27 acres it leases from PAUSD. The Community Needs Subcommittee, together with staff’s recent survey of current tenants, has provided an overview of existing programs and services at Cubberley. Present programming has been shaped by the existing Cubberley Master Plan (as amended 1996) — which appears to have been successful in achieving a key aim, creating clusters of related arts and service groups that subsequently formed communities who share resources and information, creating synergies that benefit the whole community. Recently, CPA staff 4 points out, these micro communities have been identified as a “developmental asset,” resources where users connect to find supportive and strengthening community. In addition, a November 2006 white paper (outcomes of work of a community task force, written by Richard James, CPA Community Services and Lisa Hendrickson, Avenidas) on “The Impact of the Aging Baby Boom Population on Palo Alto’s Social and Community Services” projects that between 2000 and 2030, Palo Alto’s older adult population (age 55 and up) could more than double to over 36,000 (p.7.) Further, a survey of local Boomers indicated that 80% intend to stay in Palo Alto when they retire. These are indicators of important changes that require rethinking the city’s community service offerings. The white paper provides a “surface exploration” of lifestyle issues and broad recommendations for service needs related to the city’s aging population, including: education, recreation, health, fitness, leisure, volunteer opportunities, and social services. The report recommended expansion of opportunities and facilities for recreation related activities for “all levels of fitness, age and disabilities.” What is not clear from any existing resources is specifically how Cubberley fits into a larger picture of citywide available services -- accommodating service needs now and in the future. This is important because a key problem for facilities planning is that it must be driven by programming — and programming needs have not been well defined. Facilities are places where programs and services occur. Program/service needs should drive the requirement for facilities. The City’s Comprehensive Plan and its amendments provide a broad vision and policy framework to guide both current and future services. (See Appendix D, pp. 22-24). The capability to provide those services at Cubberley is necessarily somewhat limited by its existing and available facilities. A Community Services Background Report (7/21/09) was prepared with intention to amend a portion of the Comprehensive Plan. The Report covers all of Palo Alto, not just the Cubberley Community Center. Needs prominently identified were: playing fields, gym space, childcare capacity, response to the unique needs of the aging Baby Boomer generation, and improved cost-recovery strategies to reduce the draw on CPA’s General Fund. However, this vision and policy framework is not specific enough to inform a facility design program. Whether the city builds at Cubberley or some other location, a comprehensive assessment and forecast of community service supply and demand is needed so programs can be well-designed and prioritized to meet specific community needs in a flexible way. Such a study was done to inform the building program for the new senior center in Sunnyvale (10/2/12 interview with Manuel Gerard, Recreation Supervisor, City of Sunnyvale). The study provided the data necessary to develop a facility program that precisely fit into the Sunnyvale citywide fabric of community services — and resulted in a building design that is uniquely suited to that city’s senior users and their changing needs. This type of comprehensive needs and existing facilities assessment would similarly provide the information the City of Palo Alto needs to inform community service facility program decisions at Cubberley and elsewhere. 5 School Needs The PAUSD Board of Education (BOE) has expressed uncertainty about whether the District would scrape the current Cubberley buildings and completely rebuild in the future (9/12/2012 BOE meeting). They would like all buildings to have maximum flexibility for the future; most newly built school buildings must comply with the then current requirements of the Division of the State Architect (DSA), the Field Act, and other California laws. Superintendent Kevin Skelly has stated that he believes the existing Cubberley facilities “have some life left in them” for school use. In the near term, the PAUSD is not using Cubberley except for its lease revenue stream and would like to renew the lease for an additional five-year period when it expires on December 31, 2014. In the long term, the District wishes to preserve its option to reopen Cubberley for a future school or schools. In a BOE Study Session Report on February 28, 2012, PAUSD staff reported that the Strong Schools Bond program will build capacity for 2,300 students at each existing high school. The straight-line high school enrollment projection shows this capacity adequate through 2020. This expectation is based on projected student enrollment average annual growth of 2%. The School Needs Committee correctly points out that Palo Alto demographic projections are highly uncertain, as they are affected by economic expansion/recession, ABAG housing recommendations, and other significant factors that cannot be projected beyond 3-5 years. It is highly likely a new high school may be needed much later then 2020. The district, in some discussions, has suggested that may be as far out as 2030 or 2040. In any case, their dependence on Cubberley lease revenues and the significant costs of opening a third high school are strong incentives to postpone reclaiming the site. Gunn and Palo Alto High Schools have 49.7 and 44.2-acre sites, respectively, primarily built with single-story buildings, while PAUSD owns only 27 acres at the Cubberley site. The quantity, quality, and type of future educational and ancillary services needs are undefined at present. Likewise the space needs and design are undefined. Hence, at this time, the future needs, and future facilities required to support those needs, are here guessed at by using experience at existing PAUSD high schools -- i.e., similar to those at Palo Alto and Gunn High Schools. Finally, it is important to remember that building to DSA requirements will be necessary for any shared use facilities and this may impact building costs. Budgets: Money Matters Both PAUSD and the City have significant budget constraints. PAUSD has stated its present need for a continued revenue stream from the City for the Cubberley lease and Covenant (currently $7 million per year, 4.4% of the district’s $159 million operating budget). PAUSD passed a parcel tax in 2010 that supports its strained operating budget. Secondary school construction funds under the current PAUSD Strong Schools bond measure have been spent or encumbered, so they cannot be used for Cubberley. 6 The City struggles to close budget gaps year after year and to control a looming projected structural deficit. With limited opportunities for raising new revenues and a flattening Utilities Users Tax, funding for Cubberley is a concern. The City’s budget does not yet include funding for a “Cubberley solution.” The planned departure of the Foothill College, the center’s longest term and largest tenant has further pressed the City toward more careful study of its options at Cubberley. The IBRC identified a citywide backlog of deferred maintenance projects on the order of $40 million (“catch-up”), including $18.8 million in deferred maintenance that must be made at Cubberley. Of the Cubberley expenditures, according to the CCAC Finance Subcommittee, “$8.43 million is on City Buildings and $10.4 is on School District buildings. This would cover infrastructure improvements which would extend the life of the buildings for 25 years but most of this would need to be accomplished within 10 years.” Investing in these infrastructure improvements might be justifiable if the city were certain it could retain use of the facility and amortize the costs over 25 years, but it is quite possible PAUSD will need to reclaim the site earlier. If they rebuild on the site, then those CPA investments would be lost. Budgets: Opportunity Costs As previously explained, PAUSD has said they would like the entire 35 Cubberley acres preserved for PAUSD’s future exclusive use. This option would provide maximum flexibility to the school district and on its face might appear to be the least costly solution for the District. A closer look reveals significant costs to the community of that strategy that have not fully been studied. Whenever the District reclaims its 27 acres, the City will still have to rebuild or relocate to accommodate community service needs. Without a plan for relocation, a gap in service could result that might cause dissolution of existing sports leagues and other programs currently housed at Cubberley. Purchasing new real estate for community services in alternate locations is already cost prohibitive. Finding another large parcel with similar bicycle, pedestrian, and transit connectivity is unlikely. Moreover, alternate site options for community facility and fields development diminish over time as community needs compete with the housing pressures of population growth and ABAG requirements. Purchasing and developing land for replacement fields and facilities is an extremely large unknown future cost. The longer we wait, the more options we lose. Preserving the entire site for PAUSD via the lease agreement forces the city to keep services and programs there and ties up CPA money, preventing the city from exploring and exploiting potentially better and more cost effective site and facility options. Further, funds expended to maintain the status quo at Cubberley will no longer be available for future community center development. Equally important are the additional unknown costs to the community of renovating Cubberley (already a 57 year-old facility) for PAUSD use. As a point of reference, $76 7 million is budgeted at Gunn and $101.5 million at Palo Alto High for Strong Schools Bond projects that are underway (per Bob Golton 1/24/13). To summarize, preserving Cubberley “as is” for PAUSD would allow continued city community center use for a possible 10-15 years. It would provide short-term revenues for PAUSD and would allow for the opening of a future comprehensive high school at Cubberley in a 70-year old facility. However, it also would cost the community $2.21 million in annual operating expenses, $330,000 - $800,000 in annual maintenance, as much as $18.8 million in deferred maintenance, and unknown amounts for renovating the existing structures for eventual school use. Once renovations begin, playing fields will be closed for most public use and Cubberley services and programs will be displaced. In Palo Alto, both the City and the School District serve, and are funded by, largely the same community. Therefore, decisions about the use of public land should be guided by the needs of our whole community for sufficient high quality schools and high quality community services. Saving Cubberley’s 35 acres for PAUSD’s future exclusive use is a very expensive proposition for the community both in terms of financing and opportunity costs. This raised the questions, “Does PAUSD really need the entire site? Is there room on the 35-acres for community services, playing fields, and a comprehensive high school?” CONSIDERING OUR OPTIONS: ANALYSIS OF CUBBERLEY LAND USE Existing Use The Facilities Subcommittee did an analysis of existing Cubberley land use to help answer this question. The Subcommittee started with the assumption that it would not be possible for either the CPA or the PAUSD to meet its service needs on its currently owned parcels without substantial redesign and construction. Furthermore, independent development of each current parcel would result in unnecessary and inefficient duplication of functions such as parking, access roads and maintenance facilities. There is not adequate acreage for duplication of playing fields. As such, rather than considering existing facilities through the lens of current ownership, the Facilities Subcommittee focused on current site usage strictly from the perspective of space and type of facility – not getting into detail about what lies on whose property. 8 Figure 2 The Facilities Subcommittee’s study led to the startling realization that the current 1950s design dedicated more than half of the land to site facilities (landscaping, courtyards, and outdoor utilities), access roads and driveways, surface parking lots, and circulation. Figure 2 shows the overall space utilization for the 35 acres. Existing buildings take up 175,500 sq. ft. (4.0 acres) of space, representing only about 11% of the full 35-acre site, but laid out in such a way that they monopolize a much larger area (over 9 acres) and preclude more functional use of the spaces in and around the buildings. Circulation areas between buildings consist primarily of covered walkways, using another 116,148 sq. ft., (2.7 acres). This represents a use ratio of 60% net building to 40% circulation – almost half of the built out space on the 35 acres is dedicated to covered walkways that require significant and ongoing roofing costs and reduce natural light into the buildings. Site areas (landscaping, outdoor courtyards, and outdoor utilities) are largely comprised of narrow strips of grass isolated between buildings, an amphitheater and single use perimeter landscaping. The “Site” areas take up 426,897 sq. ft. (7.8 acres). Remaining outdoor space consists of outdoor athletic facilities and on-grade parking lots. 566,280 sq. ft. (13 acres) of the site is dedicated to a football field and track, large 9 playing fields for softball, soccer, etc. and 6 tennis courts. Approximately 735 on-grade parking spaces, consume 239,755 sq. ft. (5.5 acres) -- the equivalent of 48, 5000 square foot parcels and more than all the buildings combined. Potential Use Taking the process a step further, the Subcommittee considered how a redesigned facility might preserve space for a high school with the same or larger building square footage as the existing Cubberley facility and accommodate a community center. The land could be used more efficiently—moving parking below grade, improving circulation and reconfiguring site areas to provide more useful outdoor gathering spaces. Figure 3 Even under conservative estimates, those changes alone would yield 9.4 acres of land for repurposing without sacrificing building square footage or playing field capacity, and without using multi-story classrooms. The recaptured 9.4 acres could be used any number of ways. In order to give a sense of how big 9.4 acres is, some size comparisons are listed in Figure 4 below. 10 Figure 4 If the community supports it, a stepped-back second story could be added to new buildings, easily providing an additional 100,000 square feet of indoor space, not counting potential use of that recaptured 9.4 acres (Figure 5). The District does not have precise estimates of the net building square footage at either Gunn or Palo Alto High Schools, but using the same methodology applied in the “existing use” analysis above, the Facilities Subcommittee estimated approximate building footprints of 231,000 square feet and 269,000 square feet, respectively. PAUSD reviewed these numbers and confirmed that this estimate of the high schools’ square footage was consistent with the District’s 2007 Master Plan (per email exchange between Brian Carilli, CCAC, and Ron Smith, Facilities Manager, PAUSD, 12/18/12). With redesign of the Cubberley site, over 475,000 square feet could be available for single story buildings: 300,000+ square feet (from the 9.4 recaptured acres) + 175,000 square feet (set aside to offset the “as-is” building square footage) = 475,000+ square feet. Modern, more efficient use of building space could provide more than enough square footage to support high school buildings comparable in size to either Gunn or Paly in addition to community center buildings with square footage comparable to the existing Cubberley structures. 11 Figure 5 The subcommittee is not suggesting that all of the available recaptured space should be used for buildings. Extra square footage could be assigned to other needed uses, for example: site or circulation areas, playing fields or parking. Further, if the redesign includes any second story buildings, that square footage would provide additional building space or more on-grade acreage for alternative use. To summarize, none of the three existing sites with potential for future high school use has been fully built to modern standards. Cubberley presents a unique opportunity to employ modern building practices to maximize use of space and potential for capturing synergies of shared use. The site may be smaller than the other two high school sites, but its potential to carry an equal or better school facility with a community center and playing fields could deliver unparalleled community benefits. Conclusion: Through redesign and construction, PAUSD and CPA could coexist on the site, each enjoying significantly more functional capacity, and possibly benefit from synergies of sharing some facilities if other logistical and budget problems could be sorted out. 12 Redevelopment Challenges/Opportunities CPA’s budget constraints create an urgent need for certainty about the future use of the site in order to justify investment in either deferred maintenance or redevelopment of the aging facility. That near-term need seemed incompatible with PAUSD’s timeline until we considered that it also presents a singular opportunity for both agencies. The likely reclamation of the District’s 27 acres, currently used for community services, creates an urgency for the City to begin planning for consolidation of services into a much smaller footprint – a goal that cannot be accommodated within the “as-is” structure of the facility. Moreover, the population growth that drives the District’s “enrollment rollercoaster” also weighs heavily on the City’s ability to meet future community service needs. A course that fails to plan for and provide adequate facilities for both schools and service needs is both short sighted and inappropriate. While it may be tempting to postpone decisions and maintain the status quo until the District is ready to break ground for a new high school, such a policy choice sacrifices community needs for short-term financial gain of one agency. Instead of investing indefinitely in preserving Cubberley’s outdated, inefficient, costly and run down facilities, the School Board and City Council could invest in reconfiguring the site to accommodate both a high school and a community center, creating a facility designed to complement district programs and reflect the goals of an “asset-building” community. The forward-thinking design of this facility could also provide flexibility to weather future bumps and dips in population and enrollment cycles, with space devoted strategically and alternately for school use and community use as needed. The Facilities Subcommittee has concluded that there is ample space to optimize this prime public land for use by the whole community. Our analysis demonstrates that the 35-acre site can accommodate 9-12 education and community services needs, with or without multi-story classrooms. CONCLUSION Co-location of school and community services on the Cubberley site offers an unparalleled opportunity to meet the shared needs of the future. Obviously, new design and construction will require a significant investment by both the City and the PAUSD, but that will be true no matter where or when it is built. Without co-location, the need to purchase new land (if it is available at all) for community center services and programs adds exorbitant additional costs to the equation. Concerted planning in the near term can reduce the additional, significant opportunity costs associated with delay. With cooperative planning and mutual commitment, the City and School District can meet school and community service needs, improve PAUSD and CPA flexibility to 13 respond to future variations in the “enrollment roller coaster” and maximize potential synergies with greater capacity and potential for more flexible and possible shared use. Both agencies, and the taxpayers of Palo Alto, stand to benefit from financial, programmatic and operational efficiencies by planning now for future shared use of the Cubberley site. Based on the work of the CCAC, we strongly believe that co-location of school and community services on the 35 acre site is not only possible, but also critical to the future vitality of the Palo Alto community. Concerted, cooperative planning must begin now. The opportunity costs of failure to act soon are unacceptable. General & Specific Recommendations: 1). Co-location and/or Shared Use The Facilities Subcommittee strongly supports the unanimous recommendation of the CCAC that the entire Cubberley site should become a joint/shared City/PAUSD use facility. Some detailed suggestions for shared use are outlined below. This is preferable to the next best alternative for the City – to develop a new community center on its existing 8 acres, by itself. 2). Lease Extension The Facilities Subcommittee recommends that CPA and PAUSD extend a renegotiated lease (whether it should be 5- or 10-years is still being discussed) with the following changes: o The current Covenant Not to Develop should be removed from the lease extension. o A Memorandum of Understanding (MOU) should be completed in the first year (with a provision built in for creation of a Building Program Planning Committee (BPPC) comprised of:  Program specialists  Facility consultants  End users  Financial advisors  Maintenance personnel  Community representatives  Management representatives The MOU should provide the BPPC’s tasks and timelines for community needs assessment and facility planning and a preliminary traffic study, both of which should be completed in the first five years. 14 3). Needs Assessment The Subcommittee strongly recommends a comprehensive needs assessment because a key problem for facilities planning is that it must be driven by programming—and programming needs have not been well defined. 4). Opportunities for Possible Shared Use Possible Shared Use Each entity will need facilities dedicated to its own use. There is good potential for shared facilities as well, that could result in reduced operating costs and need for construction funds for both CPA and PAUSD. The sharing may be done by time separation (TS--e.g. after school hours, or scheduled public use during school hours), or may be simultaneous (depending on PAUSD security needs for students). In response to a request of the BOE in their 9/12/2012 meeting, the Facilities Subcommittee suggests the following list of facilities where shared use opportunities might be explored. These are based on existing services/programs in PAUSD high schools and at Cubberley Community Center, along with some possible additional future services/programs directed primarily toward aging Baby Boomers. Parking (preferably underground) Maintenance yard (joint and adjacent sections) Equipment storage and Repair (joint and adjacent sections) Supplies delivery area/dock/storage area (joint and adjacent sections) Electric power, natural gas, water, fuel, sewage common entry/exit area Emergency electric power equipment Offices for maintenance and repair staff Kitchen Dining area (indoor and outdoor) Outdoor stadium and track (TS) Outdoor playing fields (TS) Tennis courts (TS) Restrooms for track, fields, courts (TS) Gymnasiums (TS) Pool and aquatic facility (TS) Auditorium (TS) Theater (TS) Theater rehearsal/makeup/costume rooms (TS) Theater set storage, construction rooms (TS) Music Recital Room (TS) Music Practice Room (for band, orchestra) (TS) Dance Studio, if implemented (TS) Fine arts and craft spaces, if implemented (TS) Radio and television broadcast studios, if implemented (TS) Lecture rooms (TS) Language learning laboratories (TS) 15 Some classrooms (TS) Some audio-visual rooms (TS) In addition to facilities, some staff might be shared as well, reducing overall operational costs for PAUSD and CPA. Staff that might be shared include: Custodial Administrative Grounds and Maintenance Information Technology 5). Traffic Safety and Operations Intensified use of a site with established bicycle, pedestrian, and transit connections to schools and neighborhoods will deliver certain transportation efficiency advantages and will likely also generate impacts of higher volumes. Impacts on the safety and efficient operation of nearby streets that serve the Cubberley site should be carefully studied and mitigated – giving particular attention to designated school commute routes. On- and off-site safety and operations should be key considerations in the planning process. CUBBERLEY COMMUNITY ADVISORY COMMITTEE FACILITIES SUBCOMMITTEE REPORT APPENDICES Appendix A - How We Studied the Issues 17 How We Studied The Issues Key elements of the Facilities Subcommittee’s review process included the following:  Tour of the existing Cubberley site (8/28/12 - led by City staff Rob de Geus, Adam Howard and Gonzalo Rozo).  Tour of comprehensive Sunnyvale Senior Center, located on a shared-use site (10/2/12 - led by Manuel Gerard, Recreation Supervisor, City of Sunnyvale).  Tour of Stanford’s new Y2E2 Engineering Building, featuring over 600,000 square feet of buildings on 8.5 acres (12/12/12 - led by Brian Carilli, Associate Director of Facilities and Planning, Stanford School of Engineering).  Informally surveyed existing school and community facilities citywide to put Cubberley in context.  Contributed to development of questions for the Cubberley Community Center Tenant and Long-term Renters Survey.  A visual “flyover” demonstration providing an overview of the distribution of school and community service inventory across Palo Alto (cityofpaloalto.org/gov/agendas/cubberley_community_advisory_committee.asp). Materials reviewed by the Subcommittee:  Cubberley Lease and Covenant Not to Develop.  Cubberley Master Plan, As Amended 1996.  City of Palo Alto Comprehensive Plan, including Community Services and Facilities Element and Transportation Element.  Community Services Background Report, 7/21/09 (intended to amend Community Services and Facilities Element of the Comprehensive Plan).  Infrastructure Blue Ribbon Commission Report, including Appendix H, Working Paper on Cubberley Site, Municipal Services Center/Embarcadero East Corridor Report, and spreadsheet identifying catch-up and keep-up costs at Cubberley FY2012 through FY2036.  November 2006 White Paper on The Impact of the Aging Baby Boom Population on Palo Alto’s Social and Community Services” (outcomes of a community task force, written by Richard James, CPA Community Services, and Lisa Hendrickson, Avenidas).  City of Palo Alto Capital Budget Outlook (presented to CCAC on 8/22/12).  PAUSD Capital Budget Outlook (presented to CCAC on 8/22/12).  Board of Education position statements.  Reports and deliverables of the Community Needs, School Needs, and Finance Subcommittees of the CCAC.  Field Use Agreement between CPA and PAUSD.  Thomas H. Sawyer, Facility Design for Health, Fitness, Physical Activity, Recreation and Sports Facility Development (12th ed. 2009), http://www.sagamorepub.com/files/lookinside/6/pages-facility-pd12th.pdf.  Supporting documents prepared and gathered during planning process for Sunnyvale Senior Center. Appendix B – Methodology for Site Analysis 18 Methodology for Site Analysis Existing facilities use was estimated based on extrapolations from an aerial view of the site and currently available data regarding acreage and square footage. The color-coded overlays on the aerial view of Cubberley, above, provide a visual representation of the current site layout by type of use. Note that these are only ballpark estimates. Future planning will require more precise calculations in cooperation with the City and PAUSD facilities departments. Analysis of the potential efficiencies offered by redesign considered the following:  Estimated parking allowed 350 square feet per space (800 spaces = 280,000 sf). While we did not present a cost analysis for parking, it should be noted that below grade parking requires substantially less ongoing maintenance than on-grade parking. Future analysis should consider the opportunity to offset increased construction costs for below grade parking with ongoing savings in maintenance costs. Appendix B – Methodology for Site Analysis 19  Building/Circulation totals used a net ratio of 75% net building to 25% circulation as compared to the current 60/40 net use ratio at Cubberley. 75/25 net use is a typical, efficient model for this population.  Site estimates also reflect a typical, efficient model for the targeted school or community use, including better integration of site and circulation space and landscape areas that are multifunctional.  Estimates of what could fit on the recaptured 9.4 acres were based on the following: o Softball/baseball field = .75-3.0 acres. Size varies by age of user. The Cubberley softball fields currently average just over an acre a piece. o Football field = 1.3 acres. o 9.4 acres = 409,464 square feet. At 75% efficiency = 307,098 square feet of single story buildings They are intended to help readers to picture the size of 9.4 acres of space. If the space were actually dedicated to playing fields, capacity would be limited by the shape of the space, buffer zones between fields, drainage features, access areas, etc. Appendix C – Problem Statement 20 Facilities Subcommittee Problem Statement Presented to CCAC on 10/3/12 Short Term 1. PAUSD needs revenue that the City is challenged to afford under current budgetary constraints. 2. Significant infrastructure costs have been deferred and will start catching up with us. 3. It is unclear whether we can fill vacancies left by Foothill College (3 years out). If not, red flag re: lost revenue (~ $1 million). 4. The City needs to start planning in the short term for continuation of services with likelihood of at least some future loss of existing space. 5. Negotiation of a lease and/or covenant in the short term should reflect commitments to current and medium term upkeep and future cooperation. Overarching Medium and Long Term 1. The District is clear about its desire to reclaim some, and ultimately all, of the Cubberley site for school use, while the City lacks sufficient other real estate to accommodate the services currently provided at Cubberley. 2. The current architectural use of the site is extremely inefficient. The ratio of usable space to circulation space is very poor and to maintain these buildings in the current configuration for whatever use is a great waste of valuable land. 3. Cubberley offers a tremendous opportunity to design visionary programming and facilities that can bring our community together, serving students, families and neighbors for years to come. Delaying or foregoing plans for such a resource carries substantial opportunity costs that should not be underestimated. 4. This is the last sizable space in the city for redevelopment and to maximize its flexibility and use, the practicality of multi‐story facilities should be considered. 5. District uncertainty about the type of facilities needed, (full high school or not, middle school or not, elementary school or not) as well as the chance they will want to use existing structures, creates a barrier to planning for investment in new construction at Cubberley for either community or shared use. • If reuse of existing facilities is a realistic option for the PAUSD, scraping space before then for community or shared use could limit District flexibility or increase costs for future school use. 6. Sharing space between community needs and school use offers many advantages for both parties, but also poses some significant facilities challenges, including: • Inconsistent architectural standards • Incompatibilities Appendix C – Problem Statement 21 • Security issues • Scheduling issues • Parking • Traffic demand management (bus, car, bicycle and pedestrian) 7. To the extent community services are displaced, what off‐site locations can be repurposed for community use? Medium Term 1. Significant additional infrastructure investments would be required to extend the life of current buildings (bare minimum requirements have been identified by IBRC). 2. PAUSD may need some portion of the site, while community needs persist. Can use of the site be sufficiently maximized to meet both needs? 3. Under both 2 and 3, above, how will support facility needs change (e.g., safe and convenient access and parking for all modes of transportation: automobile, bicycle, pedestrian and transit, restrooms, etc.)? Long Term 1. Even with significant shared use of current facilities, a comprehensive high school on the “as-is” site would likely conflict with community use of the site. 2. Field and gym use will be particularly impacted, even with new construction – you can’t build up for those facilities. 3. Shared use with a high school of any size will dramatically increase the need for support facilities (parking, safe automobile, bicycle, pedestrian and transit access, food services, etc.). Planning is critical. 4. Given fluctuations in enrollment and community needs, any new facilities will have to accommodate flexible programming/use. 5. Given high demand on the site, any construction will require careful planning of phased transitions. Appendix D – Working Paper – Needs For Facilities 22 Needs For Facilities Working Paper Authored by Subcommittee Member Jerry August General Facilities are places where programs and services occur. The programs/service needs should drive the requirement for facilities. The City of Palo Alto (CPA) has needs for both current and future programs and services at the Cubberley site, while the Palo Alto Unified School District (PAUSD) has future needs at Cubberley for educational purposes. Facilities may be specialized--e.g. a swimming pool, or general/multi- purpose. Facilities often serve several purposes even though they are somewhat specialized--e.g., a theater may be suitable for music, lectures, drama, but not ballroom dancing or exercise. A multipurpose room with a simple stage may serve for all of these events in a more limited way. Facilities require ongoing financial support by the sponsoring organization--for staff, utilities, operations, and maintenance, as well as substantial original funding for ongoing construction and furnishing. A requirement for facilities must take into account an organization’s capability to sustain these costs. The cost elements of a particular program/service at a multipurpose facility sometimes are buried within overall facility costs, so that the true cost of a particular program/service often is not readily available. The overall cost of a program/service at a specialized facility usually is more readily discernible. City of Palo Alto (CPA) Comprehensive Plan: Community Services Element Programs, and the facilities to support them, should conform to the CPA Comprehensive Plan when possible. (The Comprehensive Plan is currently undergoing a comprehensive review and update.) Palo Alto policy has been to provide geographical diversity of services. Currently there are three CPA facilities comprising a network of community centers--Lucie Stern in northern Palo Alto, a small community center adjacent to the Mitchell Park Library (center and library currently being reconstructed, center size about 15,000 sq. ft. including courtyard), and a much larger Cubberley Community Center in southern Palo Alto (buildings alone about 176,000 ft. sq.). Chapter 6 of the CPA Comprehensive Plan is titled Community Services and Facilities. A background report (“Community Services Background Report”, dated 7/21/09) was intended to amend that portion of the Comprehensive Plan. Following issuance of the background report, a series of community service element stakeholder meetings were held. Five (5) summaries of those meetings are available on the CPA website. As a result, recent changes were made to Chapter 6 [Reference: CSE Narratives, Chapter. 6, 30 pages]. Chapter 6 covers schools, libraries, parks, community facilities, performing and cultural centers, as well as police and fire services and facilities. Services/programs for all include recreation, lifelong learning, and arts. Services and programs for specialized Appendix D – Working Paper – Needs For Facilities 23 populations--children, youth, seniors, and disabled--also are covered. For example, in the prior plan, Policy C-22 calls for flexible functions at community facilities. Policy C- 24 covers reinvesting in aging facilities and avoiding deferred maintenance. Program C- 19, in support of C-24, covers improvement plans at facilities, including a Cubberley Master Plan. The new version of Chapter 6 reorganizes the policies and programs, but covers the same elements. Page 16 of the 7/21/09 Background Report notes some important challenges that do or could apply to the Cubberley site, abstracted below: ♦ The Cubberley Community Center is largely owned by the PAUSD and is therefore dependent on PAUSD needs. ♦ The Parks and Recreation Department has identified a lack of sufficient playing fields. The need for playing fields is highest on weekdays between 3pm and 6pm, and on weekends. ♦ Gym space and daycare center capacity are inadequate to meet existing demand. ♦ The Community Services Department needs to develop improved cost- recovery strategies to reduce the draw on the general fund for programs and services. ♦ The City will need to respond to the unique recreation needs of the aging Baby Boomer Generation. The needed facilities spelled out are: playing fields, gym space, and daycare center. The recreation needs of the aging population are not spelled out-- typically they might include simple exercise classes and yoga, swimming, dancing, light recreational activity like Ping-Pong, billiards, shuffleboards, bocce ball and horseshoe courts, etc. Some of the aging population also needs mental stimulation--which can be provided by lectures, broadcasts, films, computer classes, social network classes, and other adult education. Some of these needs are currently supplied by Avenidas (partially supported by CPA) at its center in downtown Palo Alto. Some of the aging population recreation/stimulation needs could be provided in large or small multipurpose rooms, gyms, classrooms, lecture halls, auditoriums, and well-equipped audio-visual rooms. Senior services that include arts and crafts might require specialized equipment in dedicated rooms--pottery making, kilns, machine and shop tools for wood and metal sculpture, jewelry making, painting--similar to spaces at Little House in Menlo Park, or as currently exist in some of the Cubberley individual art studios. In addition to the needs identified in the Background Report, the Cubberley Community Advisory Committee (CCAC) recently heard directly from the community regarding its Appendix D – Working Paper – Needs For Facilities 24 needs. CCAC held a public forum on 11/8/2012 to provide an update on its progress, and to invite community responses. The facilities where vocal community groups reported shortages were: playing fields, gym space, and childcare. These shortages have not yet been analyzed or quantified adequately to direct program planning. Speakers at the forum also supported a continuing need for existing art, music, and dance programs. Again, a full analysis or quantification is lacking. One non-resident pointed out that she, and other non-residents who used Cubberley and other community facilities, supported the CPA economy via dining and shopping in Palo Alto. CCAC also had community response at the 11/14/2012 CCAC meeting. Five (5) cooperating community groups requested a wellness center that would house and integrate their separate programs--Cardiac Therapy Foundation (medically supervised rehabilitation and information programs), Peninsula Stroke Association, REACH (Foothill program for post-stroke recovery), Abilities United (formerly CAR) [aquatic rehabilitation/therapy at the Betty Wright Swim Center], and Avenidas (needs more space for health and wellness programs for older adults and seniors). In addition to Chapter 6 of the CPA Comprehensive Plan, and the Background Report to amend it, the Land Use and Transportation Elements of the Comprehensive Plan also provide some policies and programs that relate to community centers and services: POLICY L-61: Promote the use of community and cultural centers, libraries, local schools, parks, and other community facilities as gathering places. Ensure that they are inviting and safe places that can deliver a variety of community services during both daytime and evening hours. PROGRAM L-68: To help satisfy present and future community use needs, coordinate with the School District to educate the public about and to plan for the future use of school sites, including providing space for public gathering places for neighborhoods lacking space. POLICY L-64: Seek potential new sites for art and cultural facilities, public spaces, open space, and community gardens that encourage and support pedestrian and bicycle travel and person-to-person contact, particularly in neighborhoods that lack these amenities. POLICY T-14: Improve pedestrian and bicycle access to and between local destinations, including public facilities, schools, parks, open space, employment districts, shopping centers, and multi-modal transit stations. Cubberley Community Center Appendix D – Working Paper – Needs For Facilities 25 Cubberley, as a former high school site leased and/partly owned by CPA, was not designed or/built as a community center. Consequently its existing facilities do not ideally conform to, or readily support, community services desired and envisioned in CPA’s Comprehensive Plan and its amendments. Likewise, some existing programs/services at Cubberley may not conform to the CPA Comprehensive Plan/Amendment, but merely help support overall costs of the Cubberley Community Center. For example, California Law Review (a worthy not-for-profit tenant) offers specialized classes not intended for the general community. Additionally, Cubberley lacks some facilities present in many community centers--e.g., a pool, a café, an exterior or interior courtyard with seating--that limit the services and programs that can be offered. A Master plan for a community center at the Cubberley site (1/30/91) previously was developed. It covered the entire site--city owned as well as spaces and facilities leased by CPA. It utilized neighborhoods to provide services. Neighborhoods included were: athletics, childcare, dancers, education, hourly meeting facilities, music and theater, non- profit/community organizations, recreation (expanded multipurpose room, distinct from Gyms under athletics), visual art, and administration and gallery/café. Some of the items in the master plan were not implemented, or were moved to spaces other than originally planned. Most of the buildings and other facilities (track, fields, etc.) at the Cubberley site were completed by 1955. Some additional buildings (Pavilion, Theater, and others) were added in the early 1960s. The site was built to then-existing school standards. In general, the structures have stood up well during the past 57 years, by replacing and repairing roofs, etc., although it has become increasingly expensive to maintain the structures. Modifications of structures for child-care services added after the site became a community center appear to have been built to lower, more temporary, standards. The facilities, while usable to support some community services and programs, cannot be considered modern. For example, air conditioning is generally lacking throughout the site. Wired internet access is not available throughout the site. Some classrooms and lecture halls now used by Foothill College have been upgraded with more up-to- date audio-visual equipment than originally existed, but such improvements are inconsistent. The Cubberley site is inefficiently used by modern standards. Existing buildings are mostly single story, per the 1950’s model of Palo Alto school architecture. The building layout results in long distances between some buildings, and is inconvenient for a Community Center. Some very long covered walkways give a foreboding tunnel effect. Figure 2 (pg. 9 of Facilities Subcommittee Report) shows the overall space utilization. Existing buildings take up 175,500 sq. ft. (4.0 acres) of space, with circulation (covered walkways) taking up another 116,148 sq. ft., (2.7 acres). This 60/40 ratio is quite inefficient--a modern ratio might be 75/25 for the intended community uses. Site open areas (spaces between and around buildings, amphitheater, etc.) take up 426,897 sq. ft. Appendix D – Working Paper – Needs For Facilities 26 (9.8 acres), while 750 parking spaces take up 239,755 sq. ft. (more than 5.5 acres) of the 35 total acres. The site also supports a football field/track, large playing fields for softball, soccer, etc. and 6 tennis courts. The fields take up 566,280 sq. ft. (13.0 acres). The space use is very inefficient. The city portion of the site (8 acres) is 348,480 sq. ft. Note that if all the of the existing buildings’ footprint areas (176,000 sq. ft.) were consolidated into one area, it would cover only 50% of the city portion. Even if the building areas and walkways were consolidated into one area (291,648 sq. ft.), it would only cover 84% of the city portion. Clearly, CPA could build a 2-story (or higher) new community center on less than half of its 8 acres. Likewise, PAUSD could easily fit a comprehensive high school onto the remaining 27 acres, by more efficient use of the site. As one example, the parking spaces could be placed under the playing fields and tennis courts, freeing up 5.5 acres, effectively increasing the PAUSD owned-area to 32.5 acres, even while continuing to use area- inefficient single story classroom buildings. Based on current information, PAUSD asserts that for its anticipated future needs of one or more schools at Cubberley, many of the existing buildings and other facilities could be directly reused, or modified for reuse, rather than scraped to the ground and built new, thereby saving some money. The Facilities Subcommittee does not share this view. Nor is this view consistent with technologically facilitated pedagogy. PAUSD would still have to pay substantial costs for modern room furnishings, wiring, and equipment (desks, tables, smart boards, computers, wired or wireless internet access, etc.) even if it retained 75 year-old (in 2030) basic building shells and interior structures. Services/Programs at Cubberley Community Center The neighborhoods/services envisioned in the Cubberley Community Center Master Plan remain a good starting point for the Facilities Subcommittee to identify facilities for a Community Center in the near, mid, or far terms. Likewise, additional services/programs identified by the Community Needs and School Needs Subcommittees can help identify additional facilities that ought to be considered for the overall CPA/PAUSD Cubberley site. All the facilities on the overall site should be shared to the maximum extent consistent with the separate needs of CPA for a community center and PAUSD for one or more schools. Sharing (new construction, operations, and maintenance) will result in the lowest overall cost to the residents of Palo Alto who support both CPA and PAUSD via taxes and fees. Community and school services/programs usually are provided in proactive or reactive modes. In proactive modes, most services are well defined, with identified budgets (or shares of the budget), priorities, locations, and responsibilities for execution. In reactive modes, many services are provided in response to events and citizen demands. The proactive mode tends to prevail for many school services/programs, whereas the reactive mode tends to prevail for many community services and /programs. School Appendix D – Working Paper – Needs For Facilities 27 districts necessarily provide a well-established, more focused, highly structured, and usually slowly changing set of educational services. Additionally those services must comply with state regulations and restrictions, and the accompanying bureaucracies and inertia. Community services are generally freer of state regulation and communities are more flexible than school districts in providing the type, quantity, and quality of services/programs. An advantage of the reactive mode is its flexibility and quicker adaptation to the inevitable changes in needs and demands for services. A disadvantage of the reactive mode is that priorities among services often are not set. Then, when resources (funds, personnel, facilities) are reduced, cut entirely, or even insufficient for competing demands among services, it becomes politically difficult to reduce, eliminate, or reallocate services. This has been true for California in recent years (closing parks, cutting school budgets, reducing CHP staff, deferring maintenance, etc.), as well as for CPA. In identifying the future desired services/programs (and therefore the supporting facilities needed) at Cubberley, both CPA and PAUSD face challenges of uncertainty and prioritization, in different ways. They also face funding problems for ongoing operations, and likely will need to have voters pass bonds for large-scale improvements at Cubberley. PAUSD Challenges PAUSD faces considerable uncertainty about what services/programs a high school of the future (about 2030 or later) will provide, the quantity and kinds of students it will serve, and what should be the priorities. Certainly PAUSD will continue to offer the core academic subjects. Certain other services may be provided as well. First, there may be increasing demand for music, dance, performing arts, fine arts, and crafts often encountered in economically well-off, highly educated, largely professional areas like Palo Alto. Second, PAUSD may face a demand from Silicon Valley parents involved in science, engineering, industry, and business, for modern versions of vocationally oriented classes--such as software programming/web site design/blog construction rather than drafting; material sciences laboratories/preparation rather than casting/foundry/glassblowing; and electronic design/assembly/testing rather than machine-shop/wood shop/car maintenance and repair. There may be demand for radio/television/web broadcasting design, delivery, and operations in addition to school newspaper experience. There may be public demand for environmental impact curricula. Third, part of this demand may be driven by the perceived employment opportunities for some graduating students who do not, or choose not, to go directly to college/university. The New Technology High School in Napa CA is a role model for the vocational types of services, and is in partnership in many ways with the surrounding business community. Fourth, PAUSD, known as a high-performance academic district, may face a demand for less stressful academic tracks than those for college-bound students enrolling in advanced-placement courses. PAUSD is already trying to cope with stress-related student suicides (CPA participates in Project Safety Net directed at teen suicides). Note that the ABAG projections for overall growth of Palo Alto do not imply that all the growth will be for high-performing students from high-income parents. Fifth, especially for high school and perhaps even for junior high schools, technology Appendix D – Working Paper – Needs For Facilities 28 advances such as remote computing, simple online courses, and even massive open online courses (MOOC) likely will affect schools of the future. The advances will impact the size and quality of teacher staff, the need for information technology support staff and equipment, very likely the size of classrooms and their technology, etc. It is possible that the physical space needed for a future high school could be much smaller than at Palo Alto HS or Gunn HS, if students take courses at home or in other remote locations, and merely show up for in-class tests or not at all. Of course, even for the possible reduced size scenario, there will remain a need at schools for space for the non-academic side of middle and/or high-school--socialization, personal interaction, formation and interaction with small and large groups, etc. This cannot readily be quantified into facilities other than general gathering space and places where students can meet, interact, and work out their own problems and concerns. Spaces such as patios, courtyards, hallways, gymnasiums, locker rooms, luncheon/eating space, and sports/recreation areas still will be needed, even for a small future school. As a result of these uncertainties, and the eventual prioritization needed to select services/programs while meeting budget constraints, PAUSD may want a different type of high school (and/or middle school) at Cubberley than now exists elsewhere in Palo Alto. The impact of these PAUSD uncertainty challenges on facilities at Cubberley that might be shared with CPA is somewhat clearer. If PAUSD decides to provide music, etc., then facilities for music, dance, performing arts, and perhaps fine arts and crafts, potentially can be shared during non-school hours. Many of these are now provided at the Cubberley Community Center (on a non-shared basis). Also, if CPA supports individual musicians, dance teachers and troupes, performing artists, fine artists, craftspeople (weavers, potters, glass artists, etc.) through below-market rentals of shared space, potentially PAUSD might utilize those individuals to teach, help teach, or demonstrate, those skills to students, supplementing its own teaching staff in an economical way. If PAUSD decides to offer more vocationally oriented classes, sharing would be more difficult, but not impossible. That is because vocationally oriented classes tend to require specialized facilities, which are both less usable by the general community, and often require active supervision while in use. This implies higher user fees to the community, and limited times due to availability of qualified supervisors. However, should PAUSD pursue this vocational route, it might well be able to partner with local Silicon Valley firms for donated equipment, personnel to train students (and teachers), supervision, etc. Partnering business firms potentially would benefit from tax write-offs for donated equipment, direct access to qualified graduates, and good public relations. Such partnering again would be an economical way to supplement teaching staff. Despite these challenges, PAUSD stands to benefit from financial and programmatic efficiencies by planning now for future shared use of the Cubberley site. Acreage is more than adequate to accommodate a future comprehensive high school alongside a future modern community center even larger than the existing one. CPA Challenges Appendix D – Working Paper – Needs For Facilities 29 In addition to the challenges listed earlier (see section City of Palo Alto Services/Programs), Palo Alto faces some uncertain demographic factors. ABAG projections show CPA should expect significant population growth. PAUSD is estimating a 2% annual growth rate in student population out to 2030. The implication is that there will be a similar growth in overall population in CPA of 43 % by then (i.e., 1.02^18.). It is anticipated there will be a proportional growth in demand for services and programs throughout CPA. However, most of this population growth is expected in southern Palo Alto, based on what has occurred in recent years. Therefore the demand for additional services at a local community center, i.e. Cubberley, may easily exceed 50 % by 2030. Another challenge is the lack of available land for more community services and programs. Palo Alto is largely built out, with little land available to CPA (or PAUSD) short of eminent domain proceedings. Indeed most of the recent population growth in Palo Alto has been in high-density residential developments (apartments, condos). A recent example is the Echelon development in the Charleston corridor. With little uncertainty, the 8 acres currently owned by CPA at the Cubberley site is probably the last large parcel of real estate left within the city limits for community services, short of converting existing parks and municipal facilities to that purpose. Another challenge is revenue to support services/programs. CPA is already struggling to meet its budget. It is uncertain whether the projected growth in population will result in sufficient revenue growth to support growth-related expansion of existing services/programs at their present quantity and quality level, much less support additional services such as the senior recreation/stimulation needs or a wellness center. Another challenge/uncertainty lies in recently proposed major development plans near downtown Palo Alto in exchange for a new municipal theater or possibly a municipal services center. This proposal would affect the need for a full theater facility at Cubberley, and/or revenue needed to pay infrastructure improvement bonds. Joint Challenge Both CPA and PAUSD will need to issue bonds for capital construction and maintenance of future facilities at Cubberley. Voter approval is far more likely if PAUSD and CPA cooperate and share the Cubberley site, demonstrating to voters that strong efforts have been made to provide the needed and desired services/programs, while minimizing overall costs for construction, maintenance, and operation. Opportunities The challenges provide opportunities. PAUSD has an opportunity to build a modern junior and/or high school on the Cubberley site. It has an opportunity to partner with CPA and other community organizations to minimize costs and improve instruction, as well as to be seen as more reactive and responsive to community needs. CPA has an opportunity to build a modern community center on the Cubberley site, while being more involved in meeting PAUSD needs. It also has an opportunity to be more Appendix D – Working Paper – Needs For Facilities 30 proactive in identifying its policies and priorities for guiding current and future community services and programs. Other opportunities arise for both PAUSD and CPA for more involvement with Stanford University. Stanford is not an explicit participant in considering the Cubberley site, but it certainly is an implicit one. Many of the PAUSD students come via Stanford staff and married students. Although Stanford has the greatest impact on nearby schools, such as Palo Alto H.S., its staff and students are spread all over Palo Alto, and development of the Cubberley site will affect them. Stanford can certainly inform PAUSD regarding anticipated technology and teaching changes that will affect future schools. Likewise recent newly constructed facilities at Stanford can inform the process of designing, constructing, and equipping school facilities at Cubberley, once the needs have been established. PAUSD already deals with Stanford regarding school sites and locations, and this arrangement could be expanded to help inform the process for the Cubberley site. Likewise, CPA can utilize the anticipated technology, and examples of modern facilities, for a future community center at Cubberley, as well as for some currently planned infrastructure improvements. One opportunity for Stanford University with CPA arises from Stanford Hospital being a premier hospital in terms of medical care. However, after patients are discharged, they often require extended rehabilitation and ongoing wellness services. Many of those patients live in Palo Alto and surrounding areas. Construction of a Wellness and Health Center at a new Cubberley Community Center would facilitate patient recovery, while permitting Stanford Hospital and Health Services to readily follow up on long-term benefits of the treatments received by local patients. An example of this “best practices” effort is the current teaming between the Cardiac Therapy Foundation (a Cubberley tenant and renter) and Stanford researchers (Women’s Heart Health at Stanford) on a program (Mindfulness-Based Stress Reduction Training). The new Affordable Health Care Act (“Obama Care”) likely will push all medical delivery systems in this direction. Impact on Facilities Desired at Cubberley site It is clear that CPA and PAUSD will need facilities at the Cubberley site by about 2030, and perhaps sooner. Each entity will need facilities dedicated to its own use. There is good potential for shared facilities as well, that could result in reduced operating costs and need for construction bonds for both CPA and PAUSD. The sharing may be done by time separation (TS--e.g. after school hours, or scheduled public use during school hours), or may be simultaneous (depending on PAUSD security needs for students). Outlined below are some of the expected shared and sole use facilities, based on existing services/programs in PAUSD high schools and at Cubberley Community Center, along with some possible future services/programs discussed above. The internal equipment within the facility--computers, audio-visual equipment, smart boards, monitoring and surveillance equipment, etc. is not listed. It is anticipated that PAUSD computer systems, files, etc. would not be available to community users because of confidentiality and security concerns. However, scoreboards, timers and other equipment used for sports might be shared. In addition to facilities, some costs for electrical and mechanical infrastructure, operation, and maintenance could be shared. Appendix D – Working Paper – Needs For Facilities 31 Shared Use Parking (preferably underground) Maintenance yard (joint and adjacent sections) Equipment storage and repair (joint and adjacent sections) Supplies delivery area/dock/storage area (joint and adjacent sections) Electric power, natural gas, water, fuel, sewage common entry/exit area Emergency electric power equipment Offices for maintenance and repair staff Kitchen Dining area (indoor and outdoor) Outdoor stadium and track (TS) Outdoor playing fields (TS) Tennis courts (TS) Restrooms for track, fields, courts (TS) School gymnasiums (TS) Pool and aquatic facility (TS) Auditorium (TS) Theater (TS) Theater rehearsal/makeup/costume rooms (TS) Theater set storage, construction rooms (TS) Music recital room (TS) Music practice room (for band, orchestra) TS Dance studio, if implemented (TS) Fine arts and craft spaces, if implemented TS Radio and television broadcast studios, if implemented (TS) Lecture rooms (TS) Language learning laboratories (TS) Appendix D – Working Paper – Needs For Facilities 32 Some classrooms (TS) Some audio-visual rooms (TS) In addition to facilities, it is anticipated that some staff could be shared as well, reducing overall operational costs for PAUSD and CPA. Staff that might be shared includes: Custodial Administrative Grounds and Maintenance Information Technology CPA Use Gymnasiums (2 or more) Individual artist studios Dance studio(s) Pre-school childcare Multipurpose rooms Meeting rooms Ballroom Lecture halls Auditorium Some classrooms CPA administration Health and wellness center PAUSD Use PAUSD administration offices--principal, vice principal, other staff Information technology center and offices for staff Many classrooms Lecture halls Appendix D – Working Paper – Needs For Facilities 33 Study halls Gymnasium locker rooms Teacher’s offices Nurse/medical office Science labs School Library Cafeteria Bicycle storage Student lockers Student and staff restrooms Conclusions o CPA has current needs, and CPA and PAUSD have future needs, for facilities to provide services and programs at the Cubberley site. o The needs of both CPA and PAUSD for future facilities at Cubberley should be better defined than at present. o The taxpayers of Palo Alto, stand to benefit from financial and programmatic efficiencies by planning now for future shared use of the Cubberley site. o Acreage is more than adequate to accommodate both a future comprehensive high school and an enlarged new community center. o CPA has a unique opportunity to meet its current and future community service needs by development of a new comprehensive community center facility on the Cubberley site. education child care dance seniors softball 35 acres. The last large piece of publicly owned land in Palo Alto. What will its future be? Volume 2 Finance Subcommittee Report culture b’ball art meetings music theater soccer Cubberley Community Advisory Committee Report CCAC Finance Subcommittee Report Executive Summary “I learned some valuable lessons about the legislative process, the importance of bipartisan cooperation and the wisdom of taking small steps to get a big job done.” -----Hillary Clinton The Finance Subcommittee’s work product is comprised of five separate reports intended to provide their readers with basic information about both financial and governance issues as they pertain to the Cubberley site. Report #1 analyzes the current general financial condition of both the Palo Alto Unified School District and the City of Palo Alto; provides specific financial information about the Cubberley site, especially in regard to the costs to manage and maintain the site and the need for and costs of capital improvements. Report #2 provides an overview of the Lease and Covenant Not to Develop with an emphasis on the major provisions of the Lease. This report provided the CCAC with various options for extension and/or modification of the Lease and Covenant. Report #3 describes three examples of extensive, comprehensive joint use projects with major similarities to those envisioned for the Cubberley site. The report includes a listing of the elements essential to creating a successful joint use facility. Attached to the report is an extensive listing of existing joint use facilities from throughout California. Report #4 provides information on funding options available to the City and the School District to both construct and operate a joint use facility. Report #5 discusses the potential use of Joint Powers agreements or the formation of a Joint Powers Authority/Agency as a means of governing the construction and operation of a joint use facility. The subcommittee’s goal was to provide sufficient, readable background information and options to enable the CCAC to have informed discussion. Much work in this subject area remains to be done once the policy-making authorities conclude that the Cubberley site is to be jointly used and developed. CCAC Finance Committee Report #1 Financial Analysis of City/PAUSD ------------------------------------------------------------------------------------------------------------ Financial analysis of City and School District situation, especially as it relates to Cubberley revenues and expenses Important Dates: 1955 – Cubberley is constructed 1979 – Cubberley closed as high school; PAUSD rents space to others 1987 – Utility User Tax is adopted by City voters 1989 – PAUSD leases the entire Cubberley facility to the City 2001 – City acquires ownership of 8 acres of Cubberley buildings in swap for developed property at Terman December 2013 – Date by which City is to give notice if it does not intend to renew Cubberley lease for next 5 year option period (2014-2019) August 2014 – Time at which City must submit to County Registrar of Voters ballot measure(s) to finance infrastructure improvements to be voted on at November General Election The Lease and Covenant Not to Develop: There are three components to the Lease and Covenant Not to Develop: 1. The lease of the Cubberley Facility – current cost in 2012-2013 = $4.6 million 2. The Covenant Not to Develop – current cost in 2012-2013 = $1.8 million 3. Payment for provision of space at each elementary school for child care – current cost in 2012-2013 = $640 thousand; utilities for child care spaces – current cost in 2012-2013 = $56 thousand There is an annual CPI adjustment built into the document so that each component increases each year. Cubberley Finances: Aside from the lease payments, Cubberley has expenses for: General operating maintenance: $430,000 Operations, not including mtce: $1,325,000 Cubberley generates revenues of: Tenant leases $1,620,000 Hourly rentals $823,000 Office space rental by City $73,000 There is a net revenue from all these sources of approximately $760,000. According to figures in the IBRC report, the City pays the School District $4/square foot in the Lease and Covenant Not to Develop and collects approximately $1/square foot in rental revenue. The City has identified a minimum of $3.3 million of capital improvement costs over the next 5 year period: 1. $1.4 million in mechanical/electrical ($0 on City buildings) 2. $1.1 million in electrical upgrades ($750 thousand on City buildings) 3. $1.0 million in roofing projects ($375 on City buildings) Long term, the City has identified $18.8 million in infrastructure improvements that must be made at Cubberley. Of those, $8.4 million is on City Buildings and $10.4 is on School District Buildings. This would cover infrastructure improvements which would extend the life of the buildings for 25 years but most would need to be accomplished within 10 years. These improvements have not yet been funded. Foothill College, the longest term and largest tenant, is scheduled to move to a new Sunnyvale campus sometime within the term of the next lease option period. Foothill represents a significant portion of the current tenant lease income. General Financial Conditions of City and School District The School District has an operating budget of $159 million. Of that, 6% or $9 million is from lease revenue, $7 million of which comes from the City. The operating budget contains three reserve funds: 1. The state-mandated “rainy day” fund 2. The basic aid fund; and 3. The budget cuts fund Given recent actions by the State, the District has been using the budget cuts fund to balance its budgets. This fund is scheduled to be depleted in the 2013-2014 fiscal year. The School District is counting on robust increases in property tax revenue and the renewal of the Lease and Covenant Not to Develop to balance budgets for the 2014-2019 time frame. The School District is anxious to hold onto the basic aid reserve because of persistent threats that the State will cut off the small amount of per pupil contribution that it sends to Palo Alto. This reserve would cover that gap for a number of years. The School District is also concerned about the outcome of the November 2012 statewide election. There are two ballot measures which could significantly impact the finances of the District should either or both fail passage. Major operating budget gaps are filled most often by school districts by going to the voters for approval of a parcel tax. The PAUSD last did so in 2010. Voters are currently paying approximately $613 per parcel per year. There is a cost of living adjustment built into the current parcel tax so that it increases each year. The current parcel tax will expire in 2016. The School District has no permanent capital improvement budget. Instead when it needs to make significant improvements to buildings or construct new buildings, it must go to the voters to win approval to issue General Obligation Bonds. The current bond measure does not contain any funds that can be used to make major improvements at Cubberley as all of the secondary school funds have been expended or encumbered. As for ongoing maintenance, the General Fund transfers 2.5% of its budget ($4.1 million this year) to the District’s routine maintenance fund. The District also has a planned maintenance budget, coming from bond funds, in the amount of $2.1 million annually. The City’s $152 million general fund budget currently and looking out to the future has a structural deficit. The Council balanced the 2012-2013 operating budget by instituting over $2 million in structural deficit reductions, over $3 million in one-time savings and by “borrowing” over $300 thousand from reserves. Future projections do not paint a rosier picture. The property tax increases that so heavily benefit the School District make up a small percentage of the City’s tax revenue. The Utility Users Tax which currently raises just short of $11 million annually is flattening as people shift from use of land line phones to cell phones (on which no tax is currently collected). Sales tax revenue has increased recently but is very dependent upon economic conditions. In the Capital Improvement budget, the IBRC identified a backlog of deferred maintenance projects on the order of $40 million. The Commission also recommended that in order not to fall back into a backlog status, the City would need to budget $32 million annually to keep current. The IBRC also identified approximately $210 million in new infrastructure projects that need to be built. Neither Cubberley nor several other items the Council has discussed in recent times were included in this number. Summary There are potentially two remaining 5-year options on the Cubberley lease if mutually agreed upon by the City and the District. The deteriorating condition of some of the buildings and the need to invest in them are powerful factors in forcing the governmental agencies to clarify their mutual goals and interests in the property. The precarious nature of both agencies’ budgets requires that capital investment in the Cubberley site be well-planned, deliberate and suited to a long- term vision for the site. Attachments: 1. Spreadsheet of current Cubberley revenues/expenses and projected capital expenses 2. Spreadsheet of projected revenues and expenses for Cubberley for the period 2010-2020 Rev. 02/11/2013 Finance Committee Financial Summary Spreadsheet 10/1/2012 ANNUAL OPERATING BUDGET Data from Lease & Covenant Revenues and Expenses (Budget 2013 column) and rounded OPERATING INCOME INCOME EXPENSE Itemized Long Term Leases 1,617,000 (Foothill = approx $930k, all other = approx $690k) Hourly Rentals 823,000 City Office Rental 73,000 OPERATING EXPENSE Cubberly Lease 4,600,000 Covenent 1,830,000 Child Care 640,000 Child Care Utilities 56,000 Payments to PAUSD 7,126,000 Lease Manangement & Maintenance 430,000 Non‐maintenance Operating 1,325,000 Operating Costs (Total) 1,755,000 Annual Totals 2,513,000 8,881,000 TOTAL NET 6,368,000 LONG TERM CAPITAL  IMPROVEMENTS 2012 2013 2014 2015 2016 2017 Next 5 years  2018‐2022 Next 15 years  2023‐2036 CURRENT BUDGETED  CAPITAL IMPROVEMENTS (per City of PA 2013 Capital Budget) need to clarify if this is part of IBRC identified work Auditorium Roof 250,000 250,000 Mechanical & Electrical Upgrades 1,450,000 150,000 1,300,000 Electrical Updgrades 1,150,000 150,000 1,000,000 removed from 2013 capital budget Roof Maintenance 426,000 53,500 106,000 107,000 106,000 53,500 Total Planned Improvements (5 year) 3,276,000 LONG TERM MAINTENANCE (PER IRBC  p. 146) Improvements (next 5 years) 10,200,000 2,040,000 2,040,000 2,040,000 2,040,000 2,040,000 Improvements (years 5‐10) 2,100,000 2,100,000 Improvements (years 11‐25) 6,500,000 6,500,000 Total 18,800,000 2,093,500 2,296,000 3,697,000 2,296,000 3,093,500 2,100,000 6,500,000 With Inflation 9/24/12 Copy of Cubberley Actuals 2011-2021(2).xlsx Lease & Covenant Revenues and Expenses 2010-2020 (Fiscal Year Basis) Actual Actual Adj Budget Actual Budget Projected Projected Projected Projected Projected Projected Projected 2010 2011 2012 2012 2013 2014 2015 2016 2017 2018 2019 2020 Explanation Revenues Property Rental (long term leases)1,583,925 1,599,323 1,510,348 1,610,587 1,617,500 1,649,850 1,682,847 1,716,504 1,750,834 1,785,851 1,821,568 1,857,999 Long term rental. Managed by ASD. Includes dance school and artists. Estimated 2% incremental increase every year. 1030000-16030 Facilities Rental (hourly rental)927,865 868,318 927,152 840,075 823,000 847,690 873,121 899,314 926,294 954,083 982,705 1,012,186 Hourly rental, managed by CSD. Includes birthday parties etc. Estimated 3% incremental increase every year.10300000-16050 Cubberley Rental (City office space)73,000 73,000 73,000 73,000 73,000 73,000 73,000 73,000 73,000 73,000 73,000 73,000 Rent charged for office space.10300000-19790 Total Revenue 2,584,790 2,540,641 2,510,500 2,523,662 2,513,500 2,570,540 2,628,968 2,688,818 2,750,128 2,812,933 2,877,273 2,943,185 Expenses Payments to PAUSD Lease 4,349,313 4,405,134 4,605,341 4,508,811 4,604,703 4,742,844 4,885,129 5,031,683 5,182,634 5,338,113 5,498,256 5,663,204 3%growth Covenant Not To Develop 1,680,684 1,727,786 1,779,619 1,763,654 1,833,008 1,887,998 1,944,638 2,002,977 2,063,067 2,124,959 2,188,707 2,254,369 3%growth Child Care Sites 566,847 592,790 620,631 594,825 639,250 658,428 678,181 698,526 719,482 741,066 763,298 786,197 3% growth Utilities (child care sites)46,981 53,603 55,211 55,211 56,039 57,720 59,452 61,235 63,072 64,965 66,914 68,921 3% growth Subtotal PAUSD 6,643,824 6,779,313 7,060,803 6,922,501 7,133,000 7,346,990 7,567,400 7,794,422 8,028,255 8,269,102 8,517,175 8,772,691 10300000-33490 Departmental Expenditures for Cubberley Lease Management and Maintenance (PWD and ASD) 414,772 432,886 418,199 429,115 428,356 441,207 454,443 468,076 482,118 496,582 511,479 526,824 Payment for PWD and ASD salary and non-sal resources dedicated to Cubb maint. Assume 3% annual growth.40040003+50030006all Non-maintenance Operating Expense (CSD)1,505,585 1,446,954 1,324,785 1,348,182 1,325,945 1,365,723 1,406,695 1,448,896 1,492,363 1,537,134 1,583,248 1,630,745 All commitment items for CC 80080602,80080603 & 80040103 Subtotal Departmental Expenditures 1,920,357 1,879,840 1,742,984 1,777,297 1,754,301 1,806,930 1,861,138 1,916,972 1,974,481 2,033,716 2,094,727 2,157,569 Total Expenses 8,564,181 8,659,153 8,803,787 8,699,798 8,887,301 9,153,920 9,428,538 9,711,394 10,002,736 10,302,818 10,611,903 10,930,260 Net (5,979,391) (6,118,512) (6,293,287) (6,176,136) (6,373,801) (6,583,380) (6,799,570) (7,022,576) (7,252,608) (7,489,885) (7,734,630) (7,987,074) Cubberley Operations Only Rev 2,584,790 2,540,641 2,510,500 2,523,662 2,513,500 2,570,540 2,628,968 2,688,818 2,750,128 2,812,933 2,877,273 2,943,185 Exp 1,920,357 1,879,840 1,742,984 1,777,297 1,754,301 1,806,930 1,861,138 1,916,972 1,974,481 2,033,716 2,094,727 2,157,569 Net 664,433 660,801 767,516 746,365 759,199 763,610 767,830 771,846 775,647 779,218 782,546 785,616 Factor 1.346 1.352 1.440 1.420 1.433 1.423 1.413 1.403 1.393 1.383 1.374 1.364 Lease credits Fields (aprox.)(308,438) (230,912) (301,557) (279,573) (301,557) (310,604) (319,922) (329,519) (339,405) (349,587) (360,075) (370,877) Run trial balance for field maintenance credit in 80060313-15990; projected to increase 3% a year (represents 50% of total cost of 80060313) Note: The agreement with PAUSD will expire on December 31, 2013 with the option to renew.  1  Revised: 03/24/13    CCAC Finance Committee Report #2 Cubberley Lease Report I. Overview   This CCAC Finance Committee report reviews the existing agreement between the City of Palo Alto (City) and Palo Alto Unified School District (District) referred to as the Lease and Covenant Not to Develop (Cubberley Lease). Some background information and terms are reviewed followed by recommendations and considerations for actions going forward. II. Lease Overview   The existing arrangement between the City of Palo Alto (City) and Palo Alto Unified School District (District) was put into place 1989 to address issues that were of concern to the Palo Alto community at that time. During the 1980s the District was selling off its parcels of land to raise capital to meet financial demands and the falling school enrollment seemed to support that trend. As land became more scarce, the community sought to prevent further District land sales fearing that future growth in student population would require additional schools and the increasing land scarcity would make that infeasible. The community developed a solution to the land sales, obtaining the District's agreement not to sell additional school properties and in turn the City would provide funds to aid in the District's financial problems. The City obtained funds to pay for the Cubberley Lease as well as other city improvements through a levied Utility Users Tax, to be collected by the City and paid to the District through the Lease and Covenant Not To Develop (Cubberley Lease). The City and District agreed to enter into an agreement that is now the Lease and Covenant Not To Develop and contains the following major terms: 1) Cubberley Lease Payment: A City lease payment to the District for the use of the Cubberley property. 2) Child Care Facility Lease Payment: A City lease payment to the District for use of eleven (11) school facilities in order to provide child care services to the community. 3) Covenant Not to Develop: A City lease payment to the District in return for the District's commitment to not sell additional District owned land (including Ohlone, Garland, Greendell, JLS, and Jordan) 4) Lease payments are adjusted annually in line with Consumer Price Index changes. 5) The Lease and Covenant Not To Develop terms included one 15 year term (1/1/90-1/31/04), one City optional extension of 10 years (1/1/05-12/31/14) and two mutual optional 5 year extensions (1/1/14- 12/31/18 and 1/1/19-12/31/23). In 1998 the Cubberley Lease was amended to include an agreement to substitute two operating schools for the opening of one "covenanted" site. The list of Covenanted Sites was modified to exclude Ohlone and include Juana Briones and Walter Hays. The list of schools where child care was allowed by the City was expanded to include Ohlone and allowed for future expansion. In 2002 the Cubberley Lease was amended to account for the land swap where 8 acres of the Cubberley site was deeded to the City in exchange for the District's reclamation of the Terman location and the  2  Revised: 03/24/13    Cubberley Lease Payment was accordingly reduced by $23,490 per month. The list of Covenanted sites was modified to exclude the Garland site and include Addison and El Carmelo sites. Also added at that time was a District Option to open a compact high school at the Cubberley site if necessary, agreeing to joint use of the gym, cafeteria, theatre, and fields with required 24 months notice. In the 2002 Lease Amendment and Land Exchange Agreement, both parties were given the "Right to Acquire" if the other party elects to sell their portion of the Cubberley site. If they cannot agree on a value, fair market value would be determined by a state-certified appraiser. In 2007, the City did get their eight (8) acre parcel appraised for approximately $18-22 million. At this time, the first of the two 5 year extensions is under consideration by both parties with a decision required by December 31, 2013. III. Problem Statement   The following issues are a concern at this time regarding the above summarized lease. 1) District Needs The District has developed a dependency on the lease payment funds, comprising now approximately 4.4% of the District's annual budget as revenue. These funds also constitute approximately 4.6% of the City's annual budget as an expense. 2) Covenant Not to Develop Now Obsolete The lease includes a "Covenant Not To Develop" payment that was intended to safeguard District owned properties from being sold. It is the City's promise to pay the District in return for the District not selling its land. This is no longer an immediate issue as the school sites identified in the Covenant are now all in use. 3) Utility Users Tax During the campaign to pass the Utility Users Tax, it was advertised to the public as a District financial benefit, creating a belief by the Palo Alto community that one of the major beneficiaries of the tax funds collected is the District. 4) Lease Payments per Consumer Price Index vs. Utility Users Tax Revenue The Cubberley Lease calculates annual lease payment adjustments using the Consumer Price Index which has been steadily increasing over time. The Utility Users Tax revenue which depends on utility revenues and is used by the City for lease payments, has been leveling off and/or decreasing in recent years. This is an inconsistent correlation of income and expense for the City.   5) Future District Requirements are Vague The District cannot predict specific dates for future use although it seems probably clear, using current projections, that at some time in the 10-15 year time frame the site or a portion thereof may be necessary for school use. 6) Future City Requirements are Vague The City has not articulated clearly the community services necessary to remain on the Cubberley site and exactly how much of the site is required to support them.      3  Revised: 03/24/13    IV. Lease Modification Options   The following recommendations for modifications to the lease are for the short term period, specifically related to the upcoming renewal of 5 year term (Jan 1, 2014 - Dec. 31, 2018). Mid-term and long-term recommendations are difficult to predict as they would pertain to the conditions and plans in place at that time. Consideration should be given to renew the lease for 5 years to give the City and District time to plan for future renovations on the site. The following lease modifications may also be considered in the form of an addendum to the existing lease: 1. Recalculate the annual lease payments to align with the Utility Users Tax revenue trend rather than the Consumer Price Index. 2. Remove the Covenant Not To Develop payment as it is no longer pertinent to the current situation. 3. Have the District pay for its share of the projected capital improvements. 4. Have the District contribute to ongoing maintenance and repairs. 5. Increase the amount of child care space leased to the city on elementary schools sites along with a corresponding increase in child care facility lease payments. Finance Committee Report #3 Research existing joint use facilities in  other communities for lessons  learned and guidance for our effort. Outline/Process •Gathered available documentation on Joint Use projects •Choose 3 examples to study in depth –based on similarity to Cubberley –Wadsworth, Ohio High School & Community Campus –Emeryville, CA  Center for Community Life –Livermore, CA   School Upgrades, City Library & Youth Community Center •Gathered data –Partners –Facilities (including sq. ft) –Total Cost and Funding Mechanisms –Implementation Timeline  •Common Threads and Lessons Learned •References Emeryville Center for Community Life Partners: •Emery USD •City of Emeryville •9‐12 High School •K‐8 Lower School •School Multi‐Purpose Room •Admin for School & Community •Community/School Library •Community Pool •Community Dance/Aerobic Space •Community Multi‐Purpose Room •Community Amphitheatre •3 level design wTerraces •Security Control Points  •Phase 2 –theatre, gym, classrooms Facility Overview >  750 students Approx. 7.6 acres 115,100 sq. ft facility ECCL has Phase 2 plan and Defined Boundaries  Approx. 7.6 acres 115,100 sq. ft facility Emeryville Funding and Timeframe •Cost / Funding  Phase 1: $80M (w/ $10M flex) –School will use a $48M 55% General Obligation Bond –City will provide $21M in State Redevelopment $s. •Timeline –In planning for 10 years‐program plan first issued in 2003 –Currently on 3rd MOU –Approved the conceptual design March 2012 –Move in date is currently estimated August 2015 ECCL is still in  development and  concern is being raised  over the state  commitment of  redevelopment funds. •9‐12 High School  (1629 students) •Recreation Facility •Senior Center •Health & Wellness Center •Outdoor and Indoor Pools •Pediatrics and Dentistry •Media / Public Library  •Existing Middle school on site        (782 students) Facility Overview Approx 65 acres 450,000 sq. ft •Wadsworth Schools •City of Wadsworth •Public Library •Private Health System Partners:  450,000 sq. ft Wadsworth  Funding and Timeframe •Cost / Funding ‐$105M –$65M from a General Obligation Bond by the Schools –$24M from Ohio Schools Facility Commission (37% of GOB) –$16M city commitment for Community Center  •Partners and capital corporate campaign •Timeline –4 years !! –Presented to community in May 2008 –Bond approval in November 2008 –School opened in Fall 2012 –Community Center opening scheduled for December 2012 Taking  advantage of state funds available pushed the community to take action. Livermore, CA •Livermore Valley USD •City of Livermore •Livermore Area Park &  Recreation District Partners:  •Modernize 7 of 20 schools •Youth Community Center •Civic Center Library Facility Overview –3 projects Livermore Civic Center Library 1188 South Livermore Ave. Robert Livermore Community Center 4444 East Ave. 20 School sites   71,000 sq.ft indoor 45,000 sq. ft. aquatic center 56,000 sq.ft Livermore Funding and Timeframe •Cost / Funding ‐$150M thru a General Obligation Bond led by the school –$110M for school upgrades –$20M Civic Center Library •LVJUSD received special legislation (EC 18104) authorizing joint use library to be built on  other public entity land within 1 mile of site. –$20M Youth  Community Center •Timeline –5 ‐10 years –Two failed votes in the early ‘90s (School Parcel Tax and Parks GOB) –1975 Tax  override set to expire in 2000 gave impetus for action –Community Survey March 1998 –Bond approval in March 1999 (passed with 82% of the vote) –Library opened in 2004 –Community Center opened March 2005 –School funds exhausted June 2008 This joint effort was done primarily to save election expenses and to provide a  compelling opportunity that voters would support. 7 Steps to Effective Joint‐Use Partnership1 from document published by Berkeley’s Center for Cities and Schools 1. Identify a local need that a joint use partnership might  address  2. Identify essential joint use partners 3. Develop a positive, trusting relationship with partners  4. Build political support 5. Build a joint use partnership within the context of the local  community  6. Formalize the partnership with an MOU  7. Foster ongoing communication and monitor the progress  and impact DONE DONE IN  PR O G R E S S Type of Funding for Joint‐Use Projects  through School Districts5 • State General Obligation Bonds: These funds are voted on by the entire state. They can be directed  one or several areas such as education, transportation, and parks. As of June 2008, there was $1.3  million left from Prop. 47, $8.2 million from Prop. 55, and 2.5 million from Prop. 1D, for a total of  $12.1 million. So not a strong prospect for us to pursue. • Local General Obligation Bonds: School districts use these bond funds to match the state required  contribution for school construction projects. Local bonds must be approved by 55% of the vote  within the district. They are repaid using local property tax revenue. Local bonds have raised $41  billion in the past decade.  • Developers Fees: School districts are allowed to levy fees on new residential, commercial, or industrial  developments for school construction projects. These fees can provide a moderate amount but vary  significantly by community depending on local development.  • Special Bond Funds: Known as “Mello‐Roos” Bonds, these funds allow school districts to form special  districts to sell bonds for school construction projects. These bonds require 2/3 voter approval and  are paid off by the property owners in the special district. These bond funds have produced $3.7  billion in the past 10 years.  Very little state money is available and PA isn’t a strong candidate so local options  are our best bet. Potential Challenges to Joint Use5 •Aligning Partnership Goals: The long‐term nature of the partnership requires parties to  develop similar goals and objectives for the funding and management of the project.  •Operations and Maintenance: The hours of use, security, and cost maintenance should be addressed  upfront to avoid confusion and misunderstandings.  •Regulatory Constraints: Construction projects have various levels of regulation depending on the  community and the environment. The Field Act contains higher construction standards for school facilities.  Therefore, if community centers and buildings are to be used by school districts, they must also comply  with the Field Act. These types of differences should be reconciled among partners before the project  advances. •Joint‐Use Fund Restrictions: Requirements set forth in SB 50 state that projects using state school  construction funding must be on property owned by school districts. •Restrictions on Private‐Public Partnerships: There are currently limited opportunities for public‐private  joint use partnerships. •Long‐Term  Commitment: School districts and their partners have stated concerns about joint‐use projects  and the long‐term costs associated with them. Liability issues may also arise.  Major Takeaways •Joint Use projects are being done all over in all forms •It takes time to pull the projects together ‐Project of our scope… –2‐5 years in Ohio –5‐10 years in California •Successful projects have communities that embraced them –Key tools used: Community surveys, Community advisory committees,  community forums •Funding comes from a variety of sources but typically the school  takes the lead –Most successful examples have either outside funds they want to leverage  or a transition in a local tax •Significant up front work needs to be done on MOU or Joint Use  Agreement to define structure of the project and the relationship of  the entities involved References 1. Joint Use School Partnerships in California: Strategies to Enhance Schools and Communities August 2008 http://citiesandschools.berkeley.edu/reports/CC&S_PHLP_2008_joint_use_with_appendices.pdf CASE 1: OPENING SCHOOL PLAYGROUNDS TO THE COMMUNITY: THE CITY AND COUNTY OF SAN FRANCISCO AND SF UNIFIED  SCHOOL DISTRICT CASE 2: BUILDING NEW JOINT USE GYMNASIUMS: GARVEY ELEMENTARY SCHOOL DISTRICT AND THE CITY OF ROSEMEAD CASE 3: EXPANDING CHILDCARE OPPORTUNITIES: CLOVIS UNIFIED SCHOOL DISTRICT AND STATE CENTER COMMUNITY  COLLEGE DISTRICT  2. Innovative Approaches to Financing School Construction: The Feasibility of “Public‐Public” Partnership February 2000 http://www.cashnet.org/resource‐center/resourcefiles/65.pdf 3. Joint Use of Public Schools: A Framework for a New Social Contract April 2010 http://citiesandschools.berkeley.edu/reports/2010_JU_Concept_Paper.pdf 4. California's K‐12 Educational Infrastructure Investments: Leveraging the State's Role for Quality School Facilities in Sustainable  Communities 2012 http://citiesandschools.berkeley.edu/reports/CCS_2012_CA_K12_Edu_Infra_Exec_Sum.pdf 5. Primer on Joint Use http://www.cpehn.org/pdfs/Joint%20Use%20Primer%20‐%20CPEHN%204‐09.pdf 6. Emeryville Center of Community Life current website http://www.emeryvillecenter.org/ 7. Wadsworth High School and Community Complex                                                                                  2008‐2012 http://www.wadsworthcity.com/the‐city/home/community‐collaboration‐information.html 8.        Attachment A:  Joint Use Resources LOCATION Purpose TYPE OF  AGREEMENT Scripps High School | San  Diego, CA The City of San Diego leased twenty‐five acres to San  Diego Unified School District for the development of  outdoor recreation fields adjoined to Scripps High  School. A joint use agreement was established for the  two entities to jointly use the area, which includes  illuminated softball, soccer, and multipurpose fields. West Contra Costa Unified  School District | Richmond,  CA West Contra Costa Unified School District in the San  Francisco Bay Area region has numerous joint use  agreements with the many East Bay cities within its  boundaries. For example, the district recently signed a  new joint use agreement with the City of Richmond for  the use of fields at various school sites throughout the La Mesa‐Spring Valley  Unified School District | La  Mesa, CA In this large San Diego suburb, La Mesa Park and  Recreation Foundation provided the funding and the  City of La Mesa's Public Works Department handled  the design and construction for the expansion of a  YMCA sports complex located near several schools.  The Junior Seau Athletic Complex features football and  soccer fields, Schools as Community Hubs  Pilot Project | San  Francisco, CA Initiated in 2007, the Schools as Community Hubs Pilot  Project is a joint use agreement between the City and  County of San Francisco and San Francisco Unified  School District (SFUSD). The district allows the city to  unlock outdoor playground areas for open,  unsupervised public use at twelve schools throughout  the city LA San Joaquin http://www.jointuse.org/community‐4/los‐angeles/ http://www.jointuse.org/community‐4/central‐valley/ http://www.californiaconvergence.org/ LOCATION Purpose TYPE OF  AGREEMENT Poway Unified School  District | Poway, CA Poway Unified School District, in a  mostly rural area outside San Diego,  leased land to the City of Poway for the  construction of a performing arts  center adjacent to Poway High School.  The city and school district shared in  the construction funding. A joint use  agreement was established outlining  the terms of use, maintenance, and  operations. San Francisco Unified  School District | San  Francisco, CA Through its Student Support Services  Department, San Francisco Unified  School District (SFUSD) coordinates  with more than 400 community‐based  organizations (CBOs) to provide  programs and services in nearly all of  the district’s schools. SFUSD works to  align student needs and programs  offered by CBOs, many of whom are  funded by the City of San Francisco’s  Department of Children, Youth, and  Their Families. A wide range of  programs are offered, including before‐  and after‐school activities, tutoring,  mental health services, English as a  Second Language (ESL) training, and  physical activity programs. LOCATION Purpose TYPE OF  AGREEMENT San Francisco  Unified School  District | San  Francisco, CA Through its Student Support Services Department, San  Francisco Unified School District (SFUSD) coordinates with  more than 400 community‐based organizations (CBOs) to  provide programs and services in nearly all of the  district’s schools. SFUSD works to align student needs and  programs offered by CBOs, many of whom are funded by  the City of San Francisco’s Department of Children, Youth,  and Their Families. A wide range of programs are offered,  including before‐ and after‐school activities, tutoring,  mental health services, English as a Second Language  (ESL) training, and physical activity programs. City of Fresno and  Local School Districts  | Fresno, CA The City of Fresno’s Department of Parks, After‐School,  Recreation, and Community Services (PARCS) provides a  host of services and programs to students and community  members at seventeen area elementary school sites. As  the area’s largest after‐school program provider, PARCS  contracts with local school districts to provide enrichment  program elements for schools receiving After‐School  Education and Safety (ASES) grant funds which support  activities such as art concepts, nutritional education,  leadership training, sports and fitness. Los Angeles Youth  Center | Los  Angeles, CA Los Angeles Unified School District (LAUSD) and the  Watts/Willowbrook Boys & Girls Club partnered to  establish a youth center at Markham Middle School that  is dedicated to youth development programming. The  center hosts after‐ school programs, creative workshops,  and collaborates with other local organizations. Obtaining  additional funding from the City Attorney’s Office the  partnership was formed, in part, to provide a safe  supervised place for youth activities. LAUSD is working to  expand the center and include a more comprehensive set  of services, such as mental health support, job training,  after‐school enrichment. LOCATION Purpose TYPE OF AGREEMENT Santa Clara  County Education District shall establish and maintain  educational programs, including but not limited to  regional occupational, adult education, fee based  classes, and high school programs, which provide  academic, vocational, and recreational instruction for  students in the Participating District's communities. Metropolitan  Education District ‐  MetroED 1.1        Parties To This  Agreement * Campbell Union  High School District; * East Side Union  High School District; * Los Gatos‐Saratoga  Joint Union High  School District; * Milpitas Unified  School District; * San Jose Unified  School District; and * Santa Clara Unified  School District.                          Beverly Hills,CA Through the JPA, the City provides funding to the  Beverly Hills Unified School District (BHUSD) for a  variety of programs and services. In return, residents  have access to a wide array of educational and  recreational facilities that would otherwise not be  available for City programs and services. The agreement  includes athletic fields, courts and equipment; theaters  and auditoriums; the district’s five libraries; and the  swimming pool for summer aquatics programs. In  addition, the agreement includes janitorial services for  City programs, exchange of Cable TV programming  between the City and the high school and use of school  facilities for emergency exercises.                                      The four‐year  agreement grants  City funding of more  than $39 million to  the schools in  exchange for the use  of the school district’s  many facilities. The  City and the district  have benefited from  this partnership for  more than 30 years. San Francisco  Unified School  District | San  Francisco, CA Through its Student Support Services Department, San  Francisco Unified School District (SFUSD) coordinates  with more than 400 community‐based organizations  (CBOs) to provide programs and services in nearly all of  the district’s schools. SFUSD works to align student  needs and programs offered by CBOs, many of whom  are funded by the City of San Francisco’s Department of  Children, Youth, and Their Families. A wide range of  programs are offered, including before‐ and after‐school  activities, tutoring, mental health services, English as a  Second Language (ESL) training, and physical activity  programs. City of Fresno  and Local  School Districts  | Fresno, CA The City of Fresno’s Department of Parks, After‐School,  Recreation, and Community Services (PARCS) provides a  host of services and programs to students and  community members at seventeen area elementary  school sites. As the area’s largest after‐school program  provider, PARCS contracts with local school districts to  provide enrichment program elements for schools  receiving After‐School Education and Safety (ASES) grant  funds which support activities such as art concepts,  nutritional education, leadership training, sports and  fitness. Los Angeles  Youth Center |  Los Angeles, CA Los Angeles Unified School District (LAUSD) and the  Watts/Willowbrook Boys & Girls Club partnered to  establish a youth center at Markham Middle School that  is dedicated to youth development programming. The  center hosts after‐ school programs, creative  workshops, and collaborates with other local  organizations. Obtaining additional funding from the  City Attorney’s Office the partnership was formed, in  part, to provide a safe supervised place for youth  activities. LAUSD is working to expand the center and  include a more comprehensive set of services, such as  mental health support, job training, after‐school  enrichment. http://www.metroed.net/jpa.html http://www.beverlyhills.org/cbhfiles/storage/files/filebank/10019‐‐JPA2012FINAL.pdf  1 Revised 03/24/13    CCAC Finance Committee Report #4 Funding Options 1. Overview   This report summarizes funding options for the Palo Alto Unified School District (District) and the City of Palo Alto (City). Funding mechanisms are reviewed that are commonly used by the City and District along with a few others that might be potentials for future use. This is not a comprehensive review of all possible funding mechanisms. Three scenarios for the future of Cubberley facilities are proposed. Funding mechanisms are methods used to generate revenue streams and/or raise capital. The use of the revenue and duration of the mechanism is determined at the time the mechanism is created and, in most cases, must be approved by voters. Income from the funding mechanisms can be used in basically two ways: 1) Ongoing revenue streams may be used directly to augment an operating budget or pay for supplemental services. Common funding mechanism examples of this type include parcel tax, property tax, utility taxes, etc. 2) Bonds are issued to raise large amounts of capital. In this case a new or existing revenue stream is designated to repay the bonds. Various restrictions apply. In most cases, capital raised is used for new development or capital improvements. Rule of thumb is that $1m/year of revenue for 30 years generates between $10m to $15m of borrowed capital depending on prevailing interest rates. The most commonly used bonds for the City and District are General Obligation Bonds. 2. Funding Mechanisms used by City & District 2.1 Parcel Tax A parcel tax is a fixed annual tax per parcel of real property that generates an ongoing revenue stream. It requires a 2/3 voter approval. The duration of the tax varies, generally 5-20 years, and renewals can be approved by voters. District Parcel Tax History: 2001 - Parcel tax $493 approved 75% generated $5.5m/year, expired 2011 2010 - Parcel tax $589 approved 79% generates $11.9/year expires 2016 (escalates 2% per year) City Parcel Tax History: There is currently no parcel tax collected by the city. 2.2 Utility Users Tax A utility tax is a fixed percentage fee levied on city resident's utility or telephone bills. It requires a 50% voter approval. The duration is determined at the time of approval. District History: There is currently no Utility Users Tax collected by the District. City Utility User Tax History: 1989 - Utility Users Tax of 5% approved over 50% generates $11m/year, no expiration  2 Revised 03/24/13    2.3 General Obligation Bonds A general obligation bond (GOB) is a funding mechanism whose revenue stream is a property tax fee per $100,000 of assessed property value. The tax time frame can be anywhere up to 40 years. Historically it has been 30 years. A GOB generates revenue that can only be used for capital improvements. GOB requires a 55% voter approval for school districts and 2/3 voter approval for cities. District Bond History: 1995 - "Building for Excellence" - $143m bond, tax rate of $35/$100,000 expires in 2024. 2008 - "Strong Schools" - $378m bond passed with tax rate of $44.50/$100,000 expires 2037 2012 - "Strong Schools" increase to $60/$100,000 due to recession to retain 30 year repayment City Bond History: 2008 - "Measure N" - $78m bond passed with tax rate up to $28.74/$100,000 expires 2037 3. Other Funding Mechanisms for Consideration 3.1 Business License Tax Tax levied on businesses to generate a revenue stream. Available to City. Majority voter approval required. In 2009 a ballot measure proposition by the city to tax businesses was defeated. 3.2 Sales Tax Tax levied on sales revenue to generate a revenue stream. Available to City in 1/8% increments. Current restrictions limit maximum of 1% available to City. Majority voter approval required. 3.3 Mello‐Roos Community Facilities District (CFD) Bonds A Mello-Roos CFD is formed for a specific community need and requires the formation of a "territory". The territory can be any size, including a whole city, as long as all members benefit from the project funded by the bond. Debt repayment is from revenue collected as a property tax fee per $100,000 of assessed property long term (generally 30 years). The bonds generate capital that can be used for capital improvements and services. A CFD requires a two thirds vote of residents or property owners in the district. 3.4 Certificates of Participation Bond A Certificate of Participation bond is a general credit of the issuing entity. It is not necessarily backed by a particular revenue source, but a new revenue source or reallocation of existing resources is necessary to support the cost of COP debt. A COP also requires the use of an existing asset as collateral for the debt. 3.5 Utility Revenue Bonds A Utility Revenue Bond is repaid through Utility rates or charges to customers. Revenue streams from utilities cannot be used to fund General Fund operations or capital improvements. 3.6 Private Funding Revenue sources may be available from private sources who are interested in participating in city improvements. These could be in the form of private financing, contributions, or participatory funding for joint use.    3 Revised 03/24/13    4. Cubberley Funding Scenarios   Given that no specific plan is in place for the Cubberley Facility and the only "known" requirement is that the District may need it in 10-15 years, planning options are wide open. Three scenarios with possible funding options are presented here for consideration. 4.1 No Development at Facility ‐ Use Cubberley "As‐Is" Option 1 assumes that the City continues the Covenant Not to Develop and Lease for 10 years. After 10 years, the agreement terminates and the District can reopen the high school in the existing facilities. The City and District would have to renegotiate the use of the existing 8 acre parcel owned by the City on which a majority of the classroom space is located. Today the Cubberley Facility rental income covers its operating costs and routine maintenance so those costs are not considered a funding need over the next 10 years, although the loss of the Foothill lease around 2015 may be problematic. Downside is that after 10 years, no community services would be provided by the City at the Cubberley facility and would have to be relocated. The District is aware and has stated that the Cubberley facility is not up to par with the other two existing high schools, Palo Alto and Gunn. Cubberley would have to be renovated and building(s) added to bring it up to par. That effort would cost at least $100m as estimated in the table below. In addition, over the next 20 years Palo Alto and Gunn high schools are likely to be upgraded and the corresponding upgrades to Cubberley are not included here. OPTION 1: No Change to Cubberley Years Need Responsible Party Funds Required Funding Options 0-10 Capital Improvements City $12.3m Include in 2014 bond 10+ Capital Improvements *Renovations in preparation for school use of 175,000 sq. ft **New construction of 85,000 sq. ft. ***Purchase/lease 8 acres from city Relocation of community services which includes new playing fields District District District District City $6.3m $30.6 m $42.5 m $18-22 m ????????? Increase parcel tax and use on a "pay as you go basis" meaning accumulation of funds to build a project instead of creating debt - OR- issue new District General Obligation Bonds. Based on the City's solution for relocating services, funds must be raised accordingly. * existing 175,000 sq. ft. @ $175/sq. ft. , estimated renovation factor ** average of PA and Gunn High School size is 260,000 sq. ft., assuming Cubberley needs to be the same size requires building an additional 85,000 sq. ft. at $500/sq. ft., site would need at least a new science building. *** Based on an appraisal the City obtained in 2007 for the City's 8 acres  4 Revised 03/24/13    4.2 Phased Re‐Development ‐ City 8 Acres First, District 27 Acres Later Option 2 assumes that the City continues the Covenant Not to Develop and Lease for 5 years. In the meantime the City and District develop a Memo of Understanding (MOU) to develop joint use facilities on the Cubberley location. In the following 5-10 years, the City builds a Community Center with joint use in mind. After 10-15 years, the District rebuilds the high school. Costs are based on the $200m construction estimate provided by the architects and based on acreage, split accordingly. OPTION 2: Phased Re-development Years Need Responsible Party Funds Required Funding Options 0-5 Capital Improvements City $6m Include in 2014 bond measure 5-10 Community Center (with joint use MOU) City $50 -100m Include in 2014 GO bond measure - or - Certificate of Participation Bond through the use or increase of the Utility Users Tax, local business license tax, or sales tax. 10+ High School (with joint use MOU) District $100 -150m PAUSD General Obligation Bond in 2024 when "Building for Excellence" bond expires 4.3 One Time Re‐Development ‐ 35 acres at once Option 3 assumes that the City continues the Covenant Not to Develop and Lease for 5 or 10 years. In the meantime the City and District develop a Memo of Understanding (MOU) to develop joint use facilities on the Cubberley location. After 5 or 10 years, the City and District together build a Community Center and High School with joint use in mind. Costs are based on the $200m construction estimate provided by the architects. If the City and District are collaborating on design, construction, and joint use, funding scenarios are much more flexible. There seems to be some precedent in California that funds raised by schools through general obligation bonds can be used to build joint use facilities including child care, libraries, gymnasiums, fields, and performing and visual arts buildings. Therefore it is perhaps the case that bonds can be issued by the District for capital improvements to build most of the community center uses. The source of additional revenue streams needs to be investigated to support the needs not met by the District general obligation bonds. OPTION 3: One-Time Re-development Years Need Responsible Party Funds Required Funding Options 0-5 Capital Improvements City $6m Include in 2014 bond measure 5-10 Community Center and High School (with joint use MOU) City & District $200-300m District General Obligation Bonds and other revenue sources TBD.  5 Revised 03/24/13    5. References   California Debt Issuance Primer http://www.treasurer.ca.gov/cdiac/debtpubs/handbook.pdf   Partnership for Joint Use, Research Report by Jeffrey M. Vincent http://media.cefpi.org/CCS_Partnerships.pdf    6 Revised 03/24/13    Appendix A: Funding Options (Financing Mechanisms)   * Note that GO and Mello‐Roos bonds can be thought of as “revenue raising” instruments in that their approval by  voters implements taxes to repay bond holders.    Financing  Vehicle/Instrument to  Issue Bonds      Description    GME  Requirement  (Nov. 2012)  Vote  Requirement  Comments  General Obligation (GO)  Bond*    Property Tax based on % of  assessed value  No 2/3 See accompanying chart  for list of upcoming  regular and mailed  ballot election dates.  Certificates of Participation  (COPs)    Similar to Revenue Bonds No N/A Must have identified  revenue stream for  repayment e.g. new tax  such as Business License  Tax or increase in  current tax such as sales  tax.    Utility Revenue Bonds    Repaid from Utility Rates No N/A Must have identified  revenue stream for  repayment. Utility  bonds cannot be used to  fund General Fund  operations.    Mello‐Roos District Bonds* Special Tax Levy No 2/3 Special Tax Levy used to  repay bonds.     7 Revised 03/24/13    Appendix B: Funding Options (New or Increased Taxes) *General taxes can be coupled with an advisory measure expressing voters’ preference that tax be used for  particular purpose.  If the ballot language itself expressly limits use of tax to infrastructure or other specific  uses, it becomes a Special Tax.   Special taxes require a 2/3 vote, but need not be placed on a GME ballot.       New or Increased Taxes  to Support Financing  Vehicles (e.g., COPs)      Description    GME  Requirement  (Nov. 2014)  Vote Requirement Comments  Business License tax    Tax on  businesses  Yes* Majority   3/8¢ Sales Tax    General Tax Yes* Majority  Must be voted on at GME   Currently, there is a 1.0%  transactions and use tax in  Santa Clara County.  The cap on  these taxes is 2%. (R&T  7251.1).  Therefore PA has the  capacity to impose a tax of up  to 1%.   Note these taxes may  be imposed only in multiples of  1/8%.   Utility Users Tax    Tax on utility  charges  Yes* Majority   Parcel Tax   (See comment)    Property tax  based on flat  rate per parcel  No 2/3       Parcel tax cannot be pledged  toward bond payments.  Can be  used to support programs and  operating expenses.   8 Revised 03/24/13    Appendix C: Comparison of GOB, Mello‐Roos, and Parcel Taxes   Separate document attached provided by Jones Hall dated September 2012.    September 2012 1 COMPARISON OF GENERAL OBLIGATION BONDS, MELLO-ROOS AND PARCEL TAXES FOR CITIES Characteristics General Obligation Bonds Mello-Roos CFDs* Parcel Tax Vote Required? Yes. Yes. Yes. Minimum Affirmative Votes Two-thirds of votes cast. Two-thirds of votes cast. Two-thirds of votes cast. Qualified Electors Registered voters residing in city. Registered voters in district, if 12 or more voters reside in district. If fewer than 12 registered voters reside in district, vote is of landowners, one vote per acre. Registered voters residing in city. Boundary of Area to be Taxed City. Territory of district, as defined by city council. District could be entire city or a portion of city, including non-contiguous areas. City. Basis of Tax Assessed value of property. Any reasonable method except assessed value. Fixed annual tax amount per parcel, which may escalate annually. Method of Tax Collection Annual property tax bill. Annual property tax bill or direct billing. Annual property tax bill. Can Seniors be Exempt from Tax? No. Yes. Yes, so long as there is a rational basis for the exemption. Typical Use of Technique Finance capital improvements. Finance capital improvements and certain annual services. Augment operating budget or pay for supplemental services. * Community Facilities Districts September 2012 2 COMPARISON OF GENERAL OBLIGATION BONDS, MELLO-ROOS AND PARCEL TAXES FOR CITIES Characteristics General Obligation Bonds Mello-Roos CFDs* Parcel Tax Facilities Eligible for Financing Purchase or improvement of real property (purchase of land or construction of buildings). Any facility with useful life of five years or more (including furnishings and vehicles). Any purpose specified in the ballot, without limitation. Can Furnishings and Equipment be Financed? No. Yes, provided the equipment has a useful life of five years or longer. Yes, without limitation. Can Tax Revenues be Used for Purposes Other than Debt Service on Bonds? No. Yes. Pay-as-you-go capital costs, administrative expenses, and limited services (set forth in the Act). Yes. Any purposes authorized in the ballot measure, including operating expenses. Are Operating Expenses Eligible for Financing with Tax? No. Certain municipal services, including police, fire, storm drainage, park, recreation, library, and hazardous waste removal services. Also, annual cost of administering the bonds and the district. Yes. Most common use of parcel taxes is to supplement operating revenues to maintain current service level or improve level of service. Separate Authority Required to Issue Bonds? No. No. Yes. Typically, general fund lease revenue bonds or COPs authorized by city council, and proceeds of parcel tax levy “reimburses” the general fund. Type of Bond Sale Competitive sale only, unless charter city. Negotiated or competitive sale. Negotiated or competitive sale, depending on separate bonding authority used. September 2012 3 COMPARISON OF GENERAL OBLIGATION BONDS, MELLO-ROOS AND PARCEL TAXES FOR CITIES Characteristics General Obligation Bonds Mello-Roos CFDs* Parcel Tax Debt Limit Amount of bonds outstanding at any time cannot exceed 15% of total assessed value. Value of property in the district subject to special tax must be at least three times the amount of outstanding bonds. Under certain conditions, the city council can approve an amount of bonds exceeding this limit. No limitation for COPs or lease revenue bonds. Bond Security City’s unrestricted ability to raise property taxes to meet debt service requirements. Property tax is a lien on property. County has authority to foreclose on lien for payment of delinquent taxes. Special taxes levied and secured by a lien on property. City has authority to initiate accelerated foreclosure on property for payment of delinquent taxes, so long as bonds have been issued by the district. City’s general fund. There is no State law authority to pledge proceeds of parcel taxes to the payment of debt services. Maximum Term of Tax Levy As long as necessary to repay bonds authorized by voters. As long as necessary to repay bonds or to pay directly for facilities authorized by voters. Final year of tax must be specified. As specified in the ballot measure. Maximum Term of Bonds Up to 40 years. Up to 40 years. Generally, up to useful life of facility being financed. September 2012 4 COMPARISON OF GENERAL OBLIGATION BONDS, MELLO-ROOS AND PARCEL TAXES FOR CITIES Characteristics General Obligation Bonds Mello-Roos CFDs* Parcel Tax Election Date Statewide Election Dates* Statewide Election Dates* or a special election on a date specified by the city council to occur between 90 days and 180 days following the adoption of the Resolution of Formation for the district. Statewide Election Dates* * Election Code Section 1001 September 2012 5 COMPARISON OF GENERAL OBLIGATION BONDS, MELLO-ROOS AND PARCEL TAXES FOR CITIES Characteristics General Obligation Bonds Mello-Roos CFDs* Parcel Tax Advantages • Simple method of taxation. • Familiar to voters. • Less time required to develop financing plan and put before voters. • Lower cost financing (lower bond interest rates and bond issuance costs). • If city has a large commercial property tax base, a large portion of tax burden could be borne by non-residential property. • Flexibility in determining tax rate and method of apportioning tax. • Finance facilities with bonds or directly by pay-as-you-go. • Wide range of items eligible for bond financing, including facilities, furnishings, and equipment. • Can be used to pay for many annual, recurring services. • Ability to tailor tax and area to be taxed in a manner to enhance voter approval. • Provision for landowner vote if CFD has fewer than 12 registered voters. • Simple method of taxation. • No limitation on use of tax proceeds. • Can be used for facilities and annual service expenditures. September 2012 6 COMPARISON OF GENERAL OBLIGATION BONDS, MELLO-ROOS AND PARCEL TAXES FOR CITIES Characteristics General Obligation Bonds Mello-Roos CFDs* Parcel Tax Disadvantages • Citywide vote and supermajority approval required. • Facilities eligible for bond financing are limited to real property improvements, such as the purchase of land and construction of buildings. • Assessed value method of taxation spreads tax burden on basis of property value rather than by direct benefits received from facilities constructed with bond proceeds. • All property owners in city pay additional tax. • Bond financing technique only, no ability for pay-as-you-go. • Supermajority vote required. • More time required to develop financing plan and put before voters. • Higher cost financing (higher bond interest rates and bond issuance costs). • Unfamiliar to voters. • More complex method of taxation. • Higher district formation costs and annual administration costs (need to hire a separate consultant). • Citywide vote and supermajority approval required. • Must have periodic elections to renew appropriations limit if used for operating expenses. • No independent authority to issue bonds—separate authority needed. CCAC Finance Committee Report #5 Joint Powers Agencies/Authorities ------------------------------------------------------------------------------------------------------------ There are a number of options for the financing and operating of a joint use facility on the Cubberley campus. One of those options is to create a Joint Powers Agency or Authority. A Joint Powers Agency (JPA) is an entity authorized to be created under Section 6500 of the California State Government Code (the “Joint Powers Law”)whereby two or more public entities can operate collectively. “Joint Powers” is a term used to describe governmental agencies that have agreed to combine their powers and resources to work on solving their common problems. Joint powers are exercised when the public officials of two or more agencies agree to create another legal entity or establish a joint approach to work on a common problem, fund a project or act as a representative body for a specific activity. The initials JPA can mean two different things. The first is Joint Powers Agreement, which is a formal, legal agreement between two or more agencies that want to jointly implement programs, build facilities or deliver services. Governmental agencies are called member agencies. One member agency agrees to be responsible for delivery of service on behalf of the other(s). A Joint Powers Agreement has no specified term but rather may be short-term, long-term or perpetual. The second use of the initials is for Joint Powers Agency or Joint Powers Authority. In this case, the Joint Powers Law is used to establish a new, separate governmental organization created by its member agencies, but operating at the members’ direction. Typically, the JPA has numbers of officials from the member agencies on its governing board. In the second case, the JPA is distinct from its member agencies. It has its own board of directors. Once created,the JPA has two types of powers: 1) it has the powers common to the member agencies which created it; and 2) it has the powers conferred on it by the California Legislature under Article 4 of the Joint Powers Law, including the power to issue bonds for public capital improvements. The term, membership and standing orders of the board of the JPA must be specified in the agreement. The JPA may employ staff and establish policies independent of the constituent agencies. A JPA can be formed by action of the governing boards of the participating agencies; there is no public election needed. JPA’s can be formed specifically to arrange capital financing by selling bonds. The bonds create the capital needed to finance construction of public facilities. In some instances the agency can issue revenue bonds which do not require a vote of the electorate. It is unclear whether a future Cubberley project would generate enough revenue to be able to qualify to issue this kind of debt. It would be more likely that the improvements would need to be funded by the issuance of General Obligation bonds issued by either the school district or the City (not by the JPA) which in either case would require a public vote. Another alternative would be for the JPA to issue lease revenue bonds. These bonds are similar to Certificates of Participation in that each member of the JPA would be required to identify a new revenue stream or existing resources to pay for the bonds. Lease Revenue bonds are bonds where the proceeds are used to build or improve reals property and where the property to be acquired or improved (and in the case of an asset transfer, an unrelated piece of real property) is leased to one or more member agencies. The payments to be made by the member agencies under the Lease create a stream of revenue that serves as the security for the JPA’s Bonds. Advantages and Disadvantages of a JPA: Advantages:  JPA’s are flexible and easy to form  JPA’s may be more efficient than separate governments  JPA’s have powers which are different from those of the school district and City, and those powers may be used to finance the construction of facilities; and purchase of equipment/  A JPA for Cubberley would cover the entire area that would benefit from the construction and operation of a joint use facility  A JPA for Cubberley might help attract either private capital or grants because it would show both agencies’ commitment to work together on a shared facility Disadvantages:  JPA’s require mutual trust  JPA’s can be hard to keep together for the long-term  JPA’s can be hard for the public to understand and may be perceived as another layer of government Resources: California State Legislature, Senate Local Government Committee, Governments Working Together, A Citizens Guide to Joint Powers Agreements, August 2007 Section 6500 of the California State Government Code education child care dance seniors softball 35 acres. The last large piece of publicly owned land in Palo Alto. What will its future be? Cubberley Community Advisory Committee Report Volume 3 Background and History culture b’ball art meetings music theater soccer VOLUME 3 Background and History Contents Background Information from Meeting No. 1 June 1, 2012, dated September 1, 2011 CCAC Guiding Principles & CMR City Council meeting: May 14, 2012 Record of Meetings Background Information from Meeting No. 1 June 1, 2012, dated September 1, 2011 City of Palo Alto Cubberley Community Center Background Information September 1, 2011 Table of Contents 1. June 16, 2010 Cubberley Site Discussion Power Point Presentation 2. June 27, 2011 Cubberley Site Discussion Power Point Presentation 3. Foothill-De Anza College Letter of Interest 4. Cubberley Community Center Lease and Covenant Not To Develop June 16, 2010 Cubberley Site Discussion Power Point Presentation 1 CU B B E R L E Y  SI T E DI S C U S S I O N Ju n e  16 ,  20 1 0 2 CI T Y / P A U S D   Sc h o o l  Si t e  Ch r o n o l o g y  Cu b b e r l e y  Sc h o o l  Si t e  Bu i l t 1 9 5 5  Cu b b e r l e y  si t e  cl o s e d  du e  to  de c l i n i n g  en r o l l m e n t PA U S D  le a s e s  si t e  to  va r i o u s  te n a n t s ,  in c l u d i n g  Fo o t h i l l  Co l l e g e 1 9 7 9  Ci t y  ac q u i r e s  Te r m a n  Sc h o o l  si t e  th r o u g h   20  yr  le a s e  to  pu r c h a s e  ag r e e m e n t 1 9 8 1  Ci t y  en t e r s  in t o  in t e r i m  le a s e  fo r  Jo r d a n  Sc h o o l 1 9 8 8  Ci t y  en t e r s  in t o  Co v e n a n t  no t  to  De v e l o p   an d  Le a s e  of  Cu b b e r l e y  Sc h o o l 1 9 8 9  PA U S D  re q u e s t s  to  pu r c h a s e  ba c k  re m a i n i n g  Te r m a n  Sc h o o l  Si t e fr o m  Ci t y 1 9 9 9  Fo u r ‐Pa r t y  MO U  ap p r o v e d  by  Co u n c i l  fo r  Te r m a n  – (i n c l u d i n g  sw a p  of  Cu b b e r l e y / T e r m a n  7. 9 3  ac r e s ) 2 0 0 1 FO O T H I L L  OF F E R  TO  PU R C H A S E :  Fo o t h i l l / D e A n z a :   1st Re q u e s t   20 0 7 2nd Re q u e s t   le t t e r  of  in t e n t 1 1 / 3 / 0 9 3 8 A c r e s Ch a r l e s t o n Sh o p p i n g C e n t e r Ch a r l e s t o n T e r r a c e Ne i g h b o r h o o d Gr e e n M e a d o w Ne i g h b o r h o o d 4 CI T Y / P A U S D Le a s e  Hi s t o r y Te r m a n Mi d d l e S c h o o l 19 8 1 - L e a s e d b y C i t y w i t h O p t i o n t o Pu r c h a s e Jo r d a n Mi d d l e S c h o o l 19 8 8 - I n t e r i m L e a s e b y C i t y Cu b b e r l e y Hi g h S c h o o l 19 8 9 - C i t y L e a s e d a l l 3 5 A c r e s fr o m P A U S D Cu b b e r l e y Hi g h S c h o o l 27 A c r e s L e a s e d Le a s e d Ow n e d 8 Ac r e s Cu b b 20 0 1 - C i t y S w a p s Te r m a n f o r O w n e r s h i p of 8 A c r e s a t Cu b b e r l e y 5 Cu b b e r l e y  St a t i s t i c s  35  To t a l  Ac r e s ‐ 27  Ac r e s  Sc h o o l  Di s t r i c t ‐ 8  Ac r e s  Ci t y  17 5 ,  54 0  sq . f t .  Bu i l d i n g ‐ 94 , 4 0 2    Sc h o o l  Di s t r i c t ‐ 76 , 1 3 8    Ci t y  75 0  Pa r k i n g  Sp a c e s ‐ 62 0 S c h o o l  Di s t r i c t ‐ 13 0 C i t y 6 Co m m u n i t y  Gr o u p s  an d  Te n a n t s No t  in c l u d i n g  ho u r l y  re n t e r s  Fo o t h i l l  Ar t i s t S t u d i o s ( 2 3 ) L. A n d e r s o n , L . B o u c h a r d , U . D e l a ri o s , K . E d w a r d s , M . F l e t c h e r , P. F o l e y , L . G a s s , M . G a v i s h , B. G u n t h e r , P . H a n n a w y , A . H i b b s , I . I n f a n t e , S . I n g l e , M . L e t t i e r i , S . K i s e r , M . L o b o , A . Mc M i l l a n , J . N e l s o n - G a l , M . P a u l k e r , N . R a gg i o , C . S u l l i v a n , N . W h i t e , C . V e l a z q u e z  Da n c e S t u d i o s ( 3 )  Da n c e A c t i o n , D a n c e C o n n e c t i o n , Z o h a r  Sc h o o l s ( 2 )  Ac m e E d u c a t i o n , P a l o A l t o P r e p a r a t o r y  Ch i l d c a r e ( 2 )  Ch i l d r e n s P r e s c h o o l C e n t e r , G o o d N e i g h b o r M o n t e s s o r i  No n p r o f i t C o m m u n i t y O r g a n i z a t i o n s ( 4 )  Hu a K u a n g R e a d i n g R o o m , A d o l e s c e n t C o u n s e l i n g S e r v i c e s , Wi l d l i f e R e s c u e , F r i e n d s o f t h e P a l o A l t o L i b r a r y 7 Le a s e  Te r m s  an d  Op t i o n s  15  Ye a r s  (1 9 8 9 ‐20 0 4 ) ‐In i t i a l  Te r m  10  Ye a r s  (2 0 0 4 ‐20 1 4 ) * ‐1st Op t i o n  5 Ye a r s  (2 0 1 4 ‐20 1 9 ) ‐ 2nd Op t i o n  5 Ye a r s  (2 0 1 9 ‐20 2 4 )  ‐ 3rd Op t i o n *N o t i c e  to  Ex t e n d  du e  to  Di s t r i c t  by   12 / 3 1 / 2 0 1 3 8 Ci t y F i n a n c i a l C o n s t r a i n t s  Mu l t i - y e a r b u d g e t g a p s  Re s t r i c t e d r e v e n u e g r o w t h  Ch a l l e n g e o n c i t y r a i s i n g n e w re v e n u e s (B u s i n e s s L i c e n s e t a x b a l l o t m e a s u r e de f e a t e d i n 2 0 0 9 )  Ri s i n g e x p e n d i t u r e s  Si g n i f i c a n t i n f r a s t r u c t u r e f u n d i n g de f i c i t 9 Cu b b e r l e y C a p i t a l I m p r o v e m e n t an d I n v e s t m e n t R e q u i r e m e n t s  FY 1 9 9 6 - 2 0 0 9 $ 6 , 7 5 0 , 0 0 0 Mi n i m u m M a i n t e n a n c e :  FY 2 0 1 0 – 2 0 1 5 $ 8 , 0 0 0 , 0 0 0 (S i n c e 1 9 8 9 , C i t y h a s p a i d $ 1 1 3 m i l l i o n i n L e a s e & C o v e n a n t pa y m e n t s ) June 27, 2011 Cubberley Site Discussion Power Point Presentation 1 CU B B E R L E Y  SI T E DI S C U S S I O N Ju n e  27 ,  20 1 1 2 8 A c r e s Ch a r l e s t o n Sh o p p i n g C e n t e r Ch a r l e s t o n T e r r a c e Ne i g h b o r h o o d Gr e e n M e a d o w Ne i g h b o r h o o d 3 CI T Y / P A U S D   Sc h o o l  Si t e  Ch r o n o l o g y  Cu b b e r l e y  Sc h o o l  Si t e  Bu i l t 1 9 5 5  Cu b b e r l e y  si t e  cl o s e d  le a s e d  in c l u d i n g  FH D A 1 9 7 9  Ci t y  ac q u i r e s  Te r m a n  Sc h o o l  (2 0  yr  le a s e  to  pu r c h a s e ) 1 9 8 1  Co v e n a n t  no t  to  De v e l o p  an d  Cu b b e r l e y  le a s e   19 8 9  PA U S D  re q u e s t s  to  pu r c h a s e  Te r m a n  fr o m  Ci t y 1 9 9 9  Co u n c i l  Ap p r o v e s  Cu b b e r l e y  sw a p  (7 . 9 3  ac r e s )   20 0 1  Fo o t h i l l  Of f e r  to  Pu r c h a s e 1st Re q u e s t   20 0 7 2nd Re q u e s t          20 0 9 Re q u e s t  fo r  Of f e r s   20 1 1 4 CI T Y / P A U S D Le a s e  Hi s t o r y Te r m a n Mi d d l e S c h o o l 19 8 1 - L e a s e d b y C i t y w i t h O p t i o n t o Pu r c h a s e Jo r d a n Mi d d l e S c h o o l 19 8 8 - I n t e r i m L e a s e b y C i t y Cu b b e r l e y Hi g h S c h o o l 19 8 9 - C i t y L e a s e d a l l 3 5 A c r e s fr o m P A U S D Cu b b e r l e y Hi g h S c h o o l 27 A c r e s L e a s e d Le a s e d Ow n e d 8 Ac r e s Cu b b 20 0 1 - C i t y S w a p s Te r m a n f o r O w n e r s h i p of 8 A c r e s a t Cu b b e r l e y 5 TE N A N T S A N D U S E R G R O U P S 6 Fo o t h i l l J FO P A L K6 , K 7 Da n c e Co n n e c t i o n K5 Go o d N e i g h b o r Mo n t e s s o r i K4 , K 3 Da n c e Co n n e c t i o n L5 Zo h a r D a n c e L 4 Da n c e V i s i o n L 3 Ac m e E d u c a t i o n C e n t e r L 1 Fo o t h i l l C Wi l d l i f e V Ch i l d r e n ’ s P r e s c h o o l T1 Ca l i f o r n i a L a w R e v i s i o n D1 , D 2 Fo o t h i l l P Fr i e n d s o f t h e L i b r a r y LI B Ch i n e s e R e a d i n g H4 Pa l o A l t o P r e p . H2 , H 3 Ar t i s t s U Ar t i s t s E Ar t i s t s F CI T Y O W N E D 8 A C R E S - T E N A N T S Fo o t h i l l D5 , D 6 , D 7 Fo o t h i l l D 3 To t a l A n n u a l R e n t a l R e v e n u e ( F o o t h i l l $ 9 3 3 K ) $4 2 3 , 4 0 2 . 0 0 7 FO O T H I L L S Q U A R E F O O T A G E U S E 21 , 1 7 0 S Q . F T . / P A U S D O W N E D 18 , 4 9 3 S Q . F T / C I T Y O W N E D 8 Cu b b e r l e y  St a t i s t i c s  35  To t a l  Ac r e s ‐ 27  Ac r e s  PA U S D ‐ 8  Ac r e s  Ci t y  17 5 ,  54 0  sq . f t .  Bu i l d i n g ‐ 94 , 4 0 2    (F H  oc c u p i e s  21 , 1 7 0 )  27  ac ‐ 76 , 1 3 8    (F H  oc c u p i e s  18 , 4 9 3 )  8 ac  75 0  Pa r k i n g  Sp a c e s ‐ 62 0 S c h o o l  Di s t r i c t ‐ 13 0 C i t y 9 Co m m u n i t y  Gr o u p s  an d  Te n a n t s No t  in c l u d i n g  ho u r l y  re n t e r s  Fo o t h i l l  Ar t i s t S t u d i o s ( 2 2 ) L. A n d e r s o n , L . B o u c h a r d , U . D e l a r i o s , K . E d w a r d s , M . F l e t c h e r , P . F o l e y , L . Ga s s , M . G a v i s h , B . G u n t h e r , P . H a n n a w y , A . H i b b s , I . I n f a n t e , S . I n g l e , M . Le t t i e r i , S . K i s e r , A . M c M i l l a n , J . N e l s o n -G a l , M . P a u l k e r , N . R a g g i o , C . S u l l i v a n , N. W h i t e , C . V e l a z q u e z  Da n c e S t u d i o s ( 3 ) Da n c e A c t i o n , D a n c e C o n n e c t i o n , Z o h a r  Sc h o o l s ( 2 ) Ac m e E d u c a t i o n , P a l o A l t o P r e p a r a t o r y  Ch i l d c a r e ( 2 ) Ch i l d r e n s P r e s c h o o l C e n t e r , G o o d N e i g h b o r M o n t e s s o r i  No n p r o f i t C o m m u n i t y O r g a n i z a t i o n s ( 4 ) Hu a K u a n g R e a d i n g R o o m , W i l d l i f e R e s c u e , F r i e n d s o f t h e P a l o A l t o L i b r a r y 10 Cu b b e r l e y T e n a n t s US E S Q . F T R E N T / S Q R E N T AN N U A L Fo o t h i l l 3 9 , 6 7 2 $ 1 . 9 6 $ 9 3 3 K No n P r o f i t FO P A L 1 , 7 0 0 $ 0 . 6 5 $ 1 3 K Hu a K u a n g 6 7 2 $ 1 . 1 1 $ 8 , 9 0 0 PA P r e p 2 , 4 9 6 $ 1 . 7 9 $ 5 4 K Wi l d l i f e R e s c u e 1 , 5 6 5 0 0 Pr e s c h o o l 8 , 7 7 2 $ 0 . 2 4 $ 2 6 K Da n c e V i s i o n s 3 , 1 3 0 $ 1 . 1 1 $ 4 1 K Zo h a r 3 , 7 4 0 $ 1 . 1 6 $ 5 2 K 11 Cu b b e r l e y T e n a n t s ( c o n t ) US E S Q . 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M a i n t a i n m a x i m u m f l e x i b i l i t y  Re l o c a t i o n I s s u e s  Pa r k i n g — o n - s i t e P h a s e 1 / s h a r e d P h a s e 2  Fo o t h i l l a s a s e r v i c e p r o v i d e r a n d s y n e r g y w i t h ot h e r e d u c a t i o n a l a n d c o m m u n i t y s e r v i c e s  Lo s s i n F o o t h i l l r e v e n u e a n d s u b s t a n t i a l in f r a s t r u c t u r e o b l i g a t i o n s  St a t u s o f c o m m u n i t y u s e s i f L e a s e i s n o t e x t e n d e d  Fo o t h i l l S c h e d u l e i n c l u d i n g c o n s t r u c t i o n  Zo n i n g — a g r e e m e n t t o C i t y l a n d u s e o v e r s i g h t 18 Qu e s t i o n s / C o m m e n t s Foothill-De Anza College Letter of Interest Cubberley Community Center Lease and Covenant Not To Develop CCAC Guiding Principles & CMR City Council meeting: May 14, 2012 City of Palo Alto (ID # 2861) City Council Staff Report Report Type: Consent Calendar Meeting Date: 5/14/2012 May 14, 2012 Page 1 of 2 (ID # 2861) Summary Title: Cubberley Guiding Principles Title: Council Approval of Guiding Principles for the Cubberley Policy Advisory Committee and the City Manager and Superintendent Community Advisory Committee From: City Manager Lead Department: City Manager Recommendation Staff recommends that the City Council approve the Guiding Principles for the Cubberley Policy Advisory Committee and the Community Advisory Committee (CAC) appointed by the City Manager and PAUSD Superintendent. Background and Discussion On May 8, 2012, the Palo Alto Unified School District (PAUSD) approved the draft Guiding Principles without amendments. As Council is aware, the draft Guiding Principles were revised and forwarded by Council to the Policy Advisory Committee (PAC) composed of Council Members Yeh, Shepherd and Klein; and Board Members Mitchell and Townsend. The PAC met on April 20, 2012 and prepared the draft presented to the PAUSD School Board. The draft is now before the Council for final approval and is as Attachment A. The PAUSD School Board also suggested an additional member of the CAC in the “Other Community Members” category. Brian Carilli was suggested to the City Manager and Superintendent and has been added to the draft CAC list. May 14, 2012 Page 2 of 2 (ID # 2861) Timeline Once Council approves the final Guiding Principles and all suggestions for the CAC members have been made, Staff will poll the CAC for a convenient meeting time the 3rd or 4th week of May. Attachments: Attachment A: Final Draft Cubberley PAC Guiding Principals (DOC) Attachment B: PAUSD Board Packet 5.8.12 Action Item 9 (PDF) Prepared By: Steve Emslie, Deputy City Manager Department Head: James Keene, City Manager City Manager Approval: ____________________________________ James Keene, City Manager Attachment A Cubberley Policy Advisory Committee City Manager and PAUSD Superintendent Community Advisory Committee Guiding Principles Approved by the Board of Education Agenda May 8, 2012 Draft for the Palo Alto City Council May 14, 2012 The Cubberley Policy Advisory Committee (PAC) consists of two Palo Alto Unified School District (PAUSD) Board members appointed by the School Board President and three City Council members appointed by the Mayor. The PAC shall be the primary advisor to the Council and the School Board on issues related to the lease and possible re-use or joint use of the Cubberley campus. The Cubberley Community Advisory Committee (CAC) is jointly appointed by the City Manager and Superintendent, and shall represent a cross section of Cubberley, neighborhoods, schools and citywide representatives. The CAC shall review Cubberley background and history and provide the PAC with community input including but not limited to possible re-use scenarios, alternative lease arrangements, site plan configurations, possible funding plans, identification of joint use opportunities and compatible standards. 1. The City and PAUSD recognize that our citizens have substantial investments, both emotional and financial in the Cubberley Campus, and shall work to reach decisions for the benefit of our entire community. 2. The Committees shall maintain open and transparent processes at all times, and members of the public shall be invited to all meetings. The CAC shall complete a final report. PAC and CAC meetings shall be audio-recorded with minutes completed for the PAC, and notes completed for the CAC. (Costs of minutes shall be cost-shared by the City and PAUSD). 3. Documents, architectural drawings and other written communication provided to the Committees shall be made available to the general public as soon as possible. 4. The City and PAUSD recognize that Cubberley is a major cultural, educational, recreational and non-profit resource, very important to the community’s health and vitality. 5. Acknowledging that each entity has different regulations and governing legislation, the City and PAUSD shall seek to work cooperatively to explore all practical joint- uses of the Cubberley campus for both educational and community services. 6. The City and PAUSD have ownership interests in portions of the campus: PAUSD owns 27 acres and the City owns 8 acres. The parties may consider relocation of Attachment A their ownership interests within the site to facilitate optimal site layout and efficiency. 7. The City Manager and PAUSD Superintendent shall jointly prepare a project budget for 2012/13, with costs shared equally between the City and PAUSD. 8. While the Policy Advisory Committee planning shall occur as cooperatively as possible, the City Council representatives and the PAUSD Board Members shall retain independent recommending authority should consensus not be reached. 9. Maintaining the quality of PAUSD schools is a significant community value, and planning for a growing population is essential to maintaining educational excellence and the overall health and well-being of our community. 10. Cubberley programs enrich the community and criteria shall be developed to prioritize and/or retain existing uses as well as assess prospective new uses. 11. The City and PAUSD recognize that joint-use could result in stronger educational and cultural programs provided more efficiently. 12. The City Council and PAUSD representatives on the Policy Advisory Committee shall report, not less often than every other month, to their respective bodies on Cubberley planning activities. 13. The City and PAUSD shall work to continue community access to Cubberley to the extent possible. Recreation facilities provided at the Cubberley campus produce important services benefitting the community at large. 14. The residential neighborhoods surrounding Cubberley shall be considered in determining the compatibility of possible changes on the Cubberley campus. 15. Transportation issues and access to and within Cubberley shall be considered in determining possible options including improved bicycle and pedestrian facilities. 16. All recommendations shall be mindful of the dynamic short-, mid-, and long-term forces impacting the PAUSD and City. BOARD OF EDUCATION Attachment: Action 9 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 05.08.12 TO: Board of Education FROM: Kevin Skelly, Superintendent of Schools SUBJECT: Cubberley Community Advisory Committee Composition and Cubberley Policy Advisory Committee Guiding Principles STRATEGIC PLAN INITIATIVE Governance and Communication BACKGROUND A process for discussing the Cubberley site began in November of 2011. The plan is to achieve consensus on a vision for the future of the Cubberley site one year prior to the City's current lease expiration in December 2014. The process involves forming three groups: a Technical Advisory Committee (TAC) made up of executive staff from PAUSD and the City; a Community Advisory Committee (CAC) to be appoinled by the City Manager (with recommendations from the School Superintendent); and a Policy Advisory Committee (PAC) composed of three City Council members (Yeh, Shepherd and Klein) and two PAUSD member.; (Mitchell and Townsend). Note: At the last meeting, conceptual site plans were presented and discussed. This pan of the item from the last meeting has been removed COMMUNITY ADVISORY COMMITTEE (CAC) The CAC is intended to represent a cross section of Cubberley, neighborhoods, schools and dty-wide representatives. The members are appointed by the City Manager, with input by the Superintendent of Schools. They will provide Ihe PAC with community input. A listing of the proposed member.;hip as of May 3, 2012 is attached. The Board is asked to approve this list for consideration by City Council on May 14, 2012 . GUIDING PRINCIPLES A draft set of Guiding Principles (GPs) for use by the PAC and CAC has been developed. The GPs are intended to reflect community values of transparency ensuring that the public is invited to meetings and offered opportunities to interact with both groups. In addition, the Guiding Principles set up very broad objectives to clarify that the process is intended to be collaboration between the City and the School district, emphasizing joint use of the facilities where possible. A discussion regarding these GPs took place at the PAC meeting on Friday, April 20, 2012 and the PAUSD Board meeting on April 24, 2012. Staff has provided an updated version of the Guiding Principles based on Board input and recommends approval. These Guiding Principles are scheduled for consideration by the City Council at its May 14, 2012 meeting . PROCESS AND TlMELINE The City's Cubberley lease expires in December 2014. At that time, the lease may be extended an additional 5 years upon mutual consent of the City and the District. The City's schedule assumes providing the District notice of its intentions regarding renewal of the lease althe end of 2013 to provide the District with one year's notice prior to the lease expiration. The first meeting of the CAC was anticipated to be in early May and there will be approximately t2 months of meetings. As mentioned , the PAC had their first meeling on Friday, April 20. As discussed above, the CAC and PAC are scheduled to meet over the course of 2012 concluding their recommendations in 2013. This timeline allows the Council to engage in lease negotiations with the School District two years prior to the expiration of the lease in 2014. The timeline anticipates a decision on the lease by the end of 2013, providing a one-year notice period if either party decides to not exercise the 5 year option to extend the lease. RECOMMENDATION The Guiding Principles and Citizen's Ad visory Committee composition, as attached, are recommended for approval. Cubberley Policy Advisory Committee City Manager and PAUSD Superintendent Community Advisory Committee Guiding Principles Draft for Board of Education Agenda May 8, 2012 The Cubberley Policy Advisory Committee (PAC) consists of two Palo Alto Unified School District (PAUSD) Board members appointed by the School Board President and three City Council members appointed by the Mayor. The PAC shall be the primary advisor to the Council and the School Board on issues related to the lease and possible re -use or joint use of the Cubberley campus. The Cubberley Community Advisory Committee (CAC) is jointly appointed by the City Manager and Superintendent, and shall represent a cross section of Cubberley, neighborhoods, schools and citywide representatives. The CAC sha ll review Cubberley background and history and provide the PAC with community input including but not limited to possible re-use scenarios, alternative lease arrangements, site plan configurations, possible funding plans, identification of joint use opportunities and compatible standards. 1. The City and PAUSD recognize that our citizens have substantia l investments, both emotional and financial in the Cubberley Campus, and sha ll work to reach decisions for the benefit of our entire community. 2. The Committees shall maintain open and transparent processes at all times, and members of the public shall be invited to all meetings. The CAC shall complete a final report. PAC and CAC meetings shall be audio-recorded with minutes completed for the PAC, and notes completed for the CAe. (Costs of minutes shall be cost-shared by the City and PAUSD). 3. Documents, architectural drawings and other written communication provided to the Committees shall be made available to the general public as soon as possible. 4. The City and PAUSD recognize that Cubberley is a major cultural, educational, recreational and non-profit resource, very important to the community's health and vitality. 5. Acknowledging that each entity ha s different regulations and governing legislation, the City and PAUSD shall seek to work cooperatively to explore all practical joint- uses of the Cubberley campus for both educational and community services. 6. The City and PAUSD have ownership interests in portions of the campus: PAUSD owns 27 acres and the City owns 8 acres. The parties may consider relocation of their ownership interests within the site to facilitate optimal site layout and efficiency. 7. The City Manager and PAUSD Superintendent shall jointly prepare a project budget for 2012/13, with costs shared equally between the City and PAUSD. 8. While the Policy Advisory Committee planning sha ll occur as cooperatively as possible, the City Council representatives and the PAUSD Board Members shall retain independent recommending authority should consensus not be reached. 9. Maintaining the quality of PAUSD schools is a significa nt community value, and planning for a growing population is essential to maintaining educational excellence and the overall health and we ll-being of our community. 10. Cubberley programs enrich the community and criteria shall be developed to prioritize and/or retain existing uses as well as assess prospective new uses. 11. The City and PAUSD recognize that joint-use could result in stronger educational and cultural programs provided more efficiently, 12. The City Council and PAUSD representatives on the Policy AdviSOry Committee shall report, not less often than every other month, to their respective bodies on Cubberley planning activities. 13. The City and PAUSD shall work to continue community access to Cubberley to the extent possible. Recreation facilities provided at the Cubberley campus produce important services benefitting the community at large . 14. The residential neighborhoods surrounding Cubberley shall be considered in determining the compatibility of possible changes on the Cubberley campus. 15. Tran sportation issues and access to and within Cubberley shall be considered in determining possible options including improved bicycle and pedestrian facilities, 16. All recommendations shall be mindful of the dynamic short-, mid-, and long-term forces impacting the PAUSD and City. Cubberley Community Advisory Panel Group First Name last Name Neighborhoods ~ Fair Meadow Tom Vieian Walnut Grove Tom Crystal Green Meadow lanie Wheeler Greendell Michael Bein Charleston Gardens Jean Wilcox Midtown Sheri Furman PAN Ken Allen Commercia l Retail ~ Charleston Plaza Tenant Village Properties Damian Cono PTA's Fai rmeadow Element ary Claire Kirner JLS Middle School John Markevitch Gunn High School Tracy Stevens Palo Alto High School Susan Bailey Cubberlev Tenants , Child Ca re Rachel Sarnoff Artist lessa Bouchard Non Prof it -Cardiac Therapy Jerry August FOPAl Jim Schmidt Community/Arts & Services Susie Thorn Park and Ree Commission PT&C Greg Tanaka Other Community Members Diane Reklis Mandy Lowell Brian Carilli Acterra Michael CI05S0n PABAC William Robinson City School Traffic Safety Penny Elison Recreation and Sports league Soft Ball Mike Cobb Record of Meetings CCAC Meeting Schedule & History (Updated 3/8/2013) Meeting Group Date Time Location Full Committee June 20, 2012 6:00-8:00pm Cubberley (Room G-4) Co-Chairs June 25, 2012 1:30-2:30pm City Hall (7th Floor Conf. Room) Full Committee June 27, 2012 6:00-8:00pm Cubberley (Room H-1) Co-Chairs July 9, 2012 1:30-2:30pm Mike Cobb's Office Full Committee July 11, 2012 6:00-8:00pm Cubberley (Room H-1) Co-Chairs July 23, 2012 3:00-4:00pm Mike Cobb's Office Full Committee July 25, 2012 6:00-8:00pm Cubberley (Room H-1) Co-Chairs & Subcommittee Chairs August 6, 2012 3:00-4:00pm Mike Cobb's Office Full Committee August 8, 2012 6:00-8:00pm Cubberley (Room H-1) Co-Chairs & Subcommittee Chairs August 20, 2012 3:00-4:00pm Mike Cobb's Office Full Committee August 22, 2012 6:00-8:00pm Cubberley (Room H-1) Tour of Cubberley August 28, 2012 2:00pm Cubberley (Room D-1) Co-Chairs & Subcommittee Chairs August 29, 2012 4:30-5:30pm Mike Cobb's Office Co-Chairs & Subcommittee Chairs September 4, 2012 3:00-4:00pm Mike Cobb's Office Full Committee September 5, 2012 5:30-7:30pm Cubberley (Room H-1) Co-Chairs & Subcommittee Chairs September 17, 2012 3:00-4:00pm Mike Cobb's Office Full Committee September 19, 2012 5:30-7:30pm Cubberley (Theater) Co-Chairs & Subcommittee Chairs October 1, 2012 3:00-4:00pm Mike Cobb's Office Full Committee October 3, 2012 5:30-7:30pm Cubberley (Room H-1) Co-Chairs & Subcommittee Chairs October 15, 2012 3:00-4:00pm Mike Cobb's Office Full Committee October 17, 2012 5:30-7:30pm Cubberley (Theater) Co-Chairs & Subcommittee Chairs October 29, 2012 3:00-4:00pm Mike Cobb's Office Full Committee October 30, 2012 5:30-7:30pm Cubberley (Room H-1) Community Forum November 8, 2012 7:30-9:30pm Cubberley (Theater) Co-Chairs & Subcommittee Chairs November 13, 2012 3:00-4:00pm Mike Cobb's Office Full Committee November 14, 2012 5:30-7:30pm Cubberley (Room H-1) Co-Chairs & Subcommittee Chairs November 26, 2012 3:00-4:00pm Mike Cobb's Office Full Committee November 28, 2012 5:30-7:30pm Cubberley (Room H-1) Co-Chairs & Subcommittee Chairs December 10, 2012 3:00-4:00pm Mike Cobb's Office Full Committee December 12, 2012 5:30-7:30pm Stanford (Y2E2 Bldg, Room 300) Co-Chairs & Subcommittee Chairs December 17, 2012 3:00-4:00pm Mike Cobb's Office Full Committee December 19, 2012 5:30-7:30pm Cubberley (Room H-1) Co-Chairs & Subcommittee Chairs January 7, 2013 3:00-4:00pm Mike Cobb's Office Full Committee January 9, 2013 5:30-7:30pm Cubberley (Room H-1) Co-Chairs & Subcommittee Chairs January 14, 2013 3:00-4:00pm Mike Cobb's Office Full Committee January 16, 2013 5:30-7:30pm Cubberley (Theater) Co-Chairs & Subcommittee Chairs January 21, 2013 3:00-4:00pm Mike Cobb's Office Community Forum # 2 January 24, 2013 7:30-9:30pm Cubberley (Theater) Co-Chairs & Subcommittee Chairs January 28, 2013 3:00-4:00pm Mike Cobb's Office Full Committee January 30, 2013 5:30-7:30pm Cubberley (Theater) Co-Chairs & Subcommittee Chairs February 11, 2013 3:00-4:00pm Mike Cobb's Office Full Committee February 13, 2013 5:30-7:30pm Cubberley (Room H-1) Full Committee February 20, 2013 5:30-7:30pm Cubberley (Theater) Co-Chairs & Subcommittee Chairs February 25, 2013 3:00-4:00pm Mike Cobb's Office Full Committee February 28, 2013 5:30pm Cubberley (Theater) Final Report Presentation March 14, 2013 7:00pm Cubberley (Theater) Key Full Committee Meetings Co-Chair Meetings Co-Chair & Subcommittee Chair Meetings Study Sessions, Council Presentations, Retreats, and Tours education child care dance seniors softball 35 acres. The last large piece of publicly owned land in Palo Alto. What will its future be? Cubberley Community Advisory Committee Report Volume 4 Appendices culture b’ball art meetings music theater soccer VOLUME 4 Appendices — Contents CCAC Minutes Cubberley Master Plan Cubberley Site Option Maps Meeting No. 4, 7/11/2012 City of Palo Alto Financial Outlook Presentation Meeting No. 6, 8/8/2012 PAUSD Financial Outlook Presentation Meeting No. 6, 8/8/2012 City of Palo Alto Capital Budget Presentation Meeting No. 7, 8/22/2012 PAUSD Interests in Cubberley Presentation Meeting No. 7, 8/22/2012 PAUSD Capital Budget Presentation Meeting No. 7, 8/22/2012 CCAC Problem Statement Matrix CCAC Forum No. 1, 11/8/2012 CCAC Briefing Book 11/21/2012 Cubberley Tenant and Long-Term Renters Survey Presentation Meeting No. 14, 11/28/2012 PAUSD Minutes 6/28/2011 PAUSD Minutes 9/4/2012 CCAC Forum #2 Power Point Presentations 1/24/2013 Minority Report Bern Beecham, Mandy Lowell CCAC Minutes 1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 1 June 13, 2012 Room G-4 (See attached map-G referred to as GAR) 6:00 PM 1. Welcome 2. Self-introductions (1-2 minutes each) 3. Cubberley History and Background  Steve Emslie of the City of Palo Alto gave a background information presentation on Cubberley including its history and past and present financial information  Emslie noted that a wide variety of groups currently occupy the facility including educational, cultural, early-childhood, artistic, health & wellness, and non-profit groups  Emslie noted the City of Palo Alto pays approximately $7.3M per year to PAUSD in both rent and for their Covenant Not to Develop. The City in turn receives approximately $2.5M per year in rental income from the various groups that occupy the facility. Expenses to operate the facility for the City total approximately $2.2M per year.  The Utility User's Tax which was passed to aid schools in 1987 after several school sites had been closed and sold, currently brings about $10 million to the City.  Bob Golton of the PAUSD described PAUSD's increasing enrollment and how the school population has grown 2% for nearly every year in the past 20 years 4. Overview of Mission and Guiding Principles  Emslie explained the background on how the Cubberley Community Advisory Committee (CCAC) was formed and its relationship to the Cubberley Policy Advisory Committee (CPAC), a five member panel made-up of Palo Alto School Board and City Council members.  Emslie told the CCAC members that they were to operate under the constraints outlined in the Cubberley Guiding Principles document, drafted by the CPAC, but that the document leaves them a high degree of latitude  Golton thanked everyone for participating and said the two priorities for PAUSD are (1) the continuation of the revenue stream from the Lease and Covenant; and (2) the provision for sites to accommodate the increasing PAUSD enrollment 2 5. Staff support  Emslie introduced the staff who would be working on the project and let the group know they are a resource for assisting them in their decision making  Emslie also noted that with such a large group staff would first focus on responding to requests of the majority of the group before responding to individual requests 6. Discussion of Meeting Logistics  Co-Chairs and Emslie facilitated a discussion of questions, requests, and thoughts that the group had on meeting logistics/next steps  CCAC Questions/Requests: o Meetings should focus more on Q & A than staff presentations, thus, meeting packets should be out up to a week in advance so members can prepare on their own time (CMO) o Provide information on PAUSD enrolment projections and what schools will be needed in the future (PAUSD) o Provide “who, what, where, when, why, how” information on the different groups that use Cubberley (CSD) o Provide “who, what, where, when, why, how” information on all PAUSD shared facilities (PAUSD/CSD) o Provide walking tours of Cubberley (and other relevant sites) for CCAC members who would like to better orient themselves with the facility (CMO) o Provide a high-level presentation on City and PAUSD issues and questions regarding a lease extension (i.e. Why is the lease not being renewed without question) (CMO) o Provide information on other facilities in Palo Alto that provide similar services to Cubberley? (PAUSD/City) o Provide information on who the hourly renters of Cubberley are (CSD) o Provide hard copies of the Cubberley scenario maps (CMO) o Provide copies of the Cubberley Guiding Principles document (CMO) o Provide as much information as possible on the website regarding other similar community centers (CMO) o Provide information and/or a presentation on extraordinary information such as what the adjoining properties are, seismic requirements, etc. (PAUSD) o Provide information on the City/PAUSD field use agreement (currently for the middle school sites) (CSD/PAUSD) o Provide information on deferred maintenance needs at Cubberley from the City’s Public Works department (PW) 7. Adjournment Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 2 June 20, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H-1 6:00 - 8:00 PM 1. Welcome and Call to Order 2. Overview of high-level Cubberley issues, questions, and concerns  An open-floor, Q & A session occurred around things that were still unclear to CCAC members.  Jim Schmidt, who was on the Infrastructure Blue Ribbon Commission (IBRC), conveyed to the CCAC that the IBRC recommended not to renew the lease.  Ann Dunkin, the Chief Technology Officer for the PAUSD, told the CCAC that an elementary school and a middle school will be needed in 8 years.  A number of questions were then asked…  Question: Can the City create pin maps of population 10 years out?  Question: What would joint use of the facility look like and what would the parameters be?  Question: What horizon is the CCAC evaluating needs for? 10 years, 20 years, 30 years?  Question: What are the uses, needs, and potential revenue opportunities at Cubberley?  Question: Does the Palo Alto City Council want to renew the lease?  Question for PAUSD: What long term proposals can be taken off of the table?  Question for CPAC: What is the timeframe for Cubberley recommendations?  Question for CPAC: What did the CPAC mean by “the site?” Is that the Cubberley lease area only? Does that include Greendell and 525 San Antonio Road?  Question for CPAC: Should the CCAC consider Cubberley in the context of the whole City or confine recommendations to the PAUSD lease and City owned areas only?  Question for CPAC: Is the CCAC planning for Cubberley to eventually be returned to school only uses or should on-going joint community/school use be considered?  Question for CPAC: Should Cubberley be used by the City in a way that the PAUSD can take it back later? 3. Discussion of possible Subcommittee structure  CCAC members had an open floor discussion on subcommittees including recommendations, opinions, and a vote on which grouping of subcommittees they preferred.  Winning grouping o School District Needs o Community Needs o Finance o Facilities  Losing grouping 1 o Programs o Population Growth o Finance & Tradeoffs o Facilities  Losing grouping 2 o What We Want o What We Have  The CCAC then agreed that all members should submit via email his or her preferences ranked one through four to Richard Hackmann by 3:00pm on Friday, June 22 for tabulation 4. Oral Communications  None 5. Adjournment 1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 3 June 27, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H‐1 6:00 ‐ 8:00 PM 1. Welcome and call to order 2. Oral communications  None 3. Approval of June 13 and June 20 meeting action notes  Approved 4. Continuation of the overview of high‐level Cubberley issues, questions, and concerns including draft questions for the Cubberley Policy Advisory Committee (see the attached revised list of CCAC high‐level issues, questions, and concerns, pages 3‐5)  1A – PAUSD can do them at a cost for the city on a 10 year horizon  1B – PAUSD said the board will be meeting on this in the fall o Bern Beecham said to find out what the schools do not need not just when they will need certain things o Questions were asked about wanting detailed information on what the straight line projections show for when a new elementary, middle, and high school will be needed o What is the relationship between the growth of the schools and the growth of the city?  2A – Facilities subcommittee should handle this  2B ‐ Staff should distribute Appendix H and the Executive Summary of the IBRC Final Report  3A – Rob De Geus said to reference the sheet distributed last week on all of the different services that are offered at Cubberley o There are limited facilities elsewhere for where all of the functions at Cubberley could go o Could be creative and relocate stuff elsewhere but to think that we could relocate even half of what is here it would be tough o Susan Bailey asked what percentage of users are residents versus non‐residents of the different uses at Cubberley 2 o What would happen if this facility were no longer here? What would be lost, what would move, what don’t we know? o Look at what hours of the day Cubberley facilities are used o Beecham said look not only at the uses but also at the square footage and what might be able to be doubled up o Pam Radin asked if there is a model of a facility like this elsewhere that can be studied  3B – Policy driven question for the PCAC  3C – Yes but there is still a need  3D – There has been progress but it’s hard to say what the true demand is because the demand is so high it cannot be fully accommodated o Is the use and saturation point during afternoon and weekend hours, during the day, or at all times? o What are the times when the fields are needed most? o Currently kids have priority over adults and residents have priority over non‐residents o Efficiencies are being done where they can be such as the El Camino park renovation o Get figures on resident versus non‐resident percentages of use  3E – Gyms and dance studios are unique uses that come to mind  4A – This should be discussed in the School Needs and Community Needs subcommittees o Steve Emslie said there are a wide variety of projections and implications with the ABAG numbers but those should be discussed in more detail  4B – Even without housing growth there is a household size growth which impacts schools o City is seeing more people without necessarily housing growth  5A – Schools have an approximately $160M budget and taking away the $7M per year would have serious impacts (the loss of about 85 teachers)  5B ‐ Utility users tax discussion including the implications of no longer paying the PAUSD payment o Would stopping the PAUSD payment eliminate the tax? o What are the odds it would be subject to a referendum if the PAUSD payment is stopped?  5C – What is the market value of the space at Cubberley if it were opened to the free market? o Where would one have to go if he or she couldn’t get the rates he or she is currently getting at Cubberley? East Bay, San Jose, nowhere, etc.  6 – Question for the CPAC  7A – This will be addressed in future conversations  7b – TBD based on future decisions  7C – Theoretically possible but we would need to look into this much further o Are there state policies we should be aware of? 3 o Look at the Menlo Atherton theatre and what the shared nature of that facility has meant for other organizations  7D – Addressed by subcommittee  7E – Addressed by subcommittee  8A ‐ Question for CPAC  8B – General policy question 5. Appointment of subcommittees and discussion of subcommittee process  Subcommittee assignments were distributed (see attached list, page 5) 6. Schedule next meeting  Doodle to be sent out 7. Adjournment Cubberley Community Advisory Commission(CCAC) Revised High Level Issues and Questions 1. School Enrollment: A. What are PAUSD’s projections for school facility needs short medium and long term (including and understanding of uncertainty and variability of assumptions)? B. What are the timeframes for an elementary, middle, and high school? 2. Capital Improvements and Finances: A. What capital expenses are required for Cubberley to remain status quo? B. What are the City’s long term financial obligations for City‐wide infrastructure maintenance? 3. Community Serving Uses: A. What are the community‐serving uses unique to Cubberley? From child care to the arts, what are the alternatives (or not) for relocating and/or prioritizing those services if they aren't part of the Cubberley future? B. Should the CCAC assume joint City/PAUSD uses for the long‐term? C. Are there programs and uses that are duplicated elsewhere in the City? 4 D. What are the playing fields needs and uses? E. What are the facilities unique to Cubberley (example, the gym) and the future of the services related to those facilities if displaced from Cubberley? 4. Population and Housing Growth: A. What are the City’s population and housing growth based on ABAG housing mandates? Are there adequate Community facilities to accommodate projected B. How will the demographic profile of Palo Alto change? Will there be a change in community services provided? 5. PAUSD Finances: A. What would the impact of reducing City lease and covenant payments be to School programs and services? B. How can the City and PAUSD collaborate to ensure school finances are stable and the City can catch up with its infrastructure obligations? C. What is the market value of the subleases and what is the revenue potential? 6. City Ownership and adjacent PAUSD properties: What role if any would the City’s 8 acres and PAUSD’s Greendale and 525 San Antonio Sites have in resolving long term school and community service needs? 7. Re‐Use of Cubberley: A. What could a potential re‐use or re‐construction of the Cubberley campus offer in the way of additional community center and school facilities? B. How could construction be phased to minimize disruption to schools or community services? C. Would it be possible to share school facilities when not in use by PAUSD? D. How will visual or other construction impacts be made compatible with the adjoining neighborhoods? E. How will site access from vehicles, bicycles and pedestrians be facilitated to reduce traffic and traffic related impacts on the surrounding community? 5 8. General Policy A. Does the City want to renew the Cubberley lease with PAUSD? B. What should the future of Cubberley be? Name Subcommittee Chair Mike Cobb CCAC Co‐Chair N/A Mandy Lowell CCAC Co‐Chair N/A Diane Reklis Community Needs YES Tom Crystal Community Needs Sheri Furman Community Needs Rachel Samoff Community Needs Tom Vician Community Needs Jean Wilcox Community Needs Susie Thom Facilities YES Jerry August Facilities Brian Carilli Facilities Damian Cono Facilities Penny Ellson Facilities Jennifer Hetterly Facilities Jim Schmidt Facilities Lanie Wheeler Finance YES Ken Allen Finance Susan Bailey Finance Michael Bein Finance Lessa Bouchard Finance William Robinson Finance Anne Wilson Finance Bern Beecham School Needs YES Claire Kirner School Needs John Markevitch School Needs Pam Radin School Needs Tracy Stevens School Needs Greg Tanaka School Needs Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 4 July 11, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H‐1 6:00 ‐ 8:00 PM 1. Welcome and call to order 2. Oral communications a. None 3. Approval of June 27 meeting action notes a. Approved 4. Presentation by Cubberley site plan architects a. No formal study of the site has been done i. The study that was done was theoretical and was not based on formal policy direction b. The previously generated Cubberley site plans looked at capacity issues and what could fit on the site, again, it was a theoretical study c. Perceived needs were determined by talking to a limited group of individuals, it was not an all‐encompassing evaluation as the current process is d. There are many things at Cubberley that still need to be evaluated further which is why the CPAC and CCAC were formed e. The main objective in the architects original exercise was to see how many square feet of space they could put on the lot while still having all of the necessary parking and open space needed for the schools and community facilities f. City/school joint use of facilities is the current trend around the country g. By having facilities for both city and school uses located on a single site you gain benefits for each of them that you would not have otherwise h. Middle school and high schools have different athletic field uses but the field dimensions do not change so the same land area is necessary regardless of whether a middle school or high school is built i. There are a lot of problems with moving the elementary school based on the flow of children to the site and the necessary circulation to get to an elementary school j. Question: Are shared facilities considered a security threat by PAUSD? k. The different site plan options generated by the architects looked at scenarios that ranged from few shared facilities to many shared facilities and what the impacts of that are in terms of site planning 5. Brief subcommittee status reports a. The School Needs subcommittee had questions for the PAUSD demographer b. Request: Put subcommittee meetings on the website c. Request: Put a note on the website that if someone plans on attending a subcommittee meeting and is not a part of that subcommittee that he or she should call the subcommittee chair and let him or her know that he or she is coming d. The Community Needs subcommittee is looking at services city wide and seeing where services might be able to be located elsewhere 6. Schedule next meeting(s) a. Wednesday, July 25 b. Wednesday, August 8 c. Wednesday, August 22 7. Adjournment 1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 5 July 25, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H‐1 6:00 ‐ 8:00 PM 1. Welcome and call to order 2. Oral communications  None 3. Approval of July 11th meeting action notes  Approved 4. Discussion of 7/19/12 Policy Advisory Committee responses to questions from CCAC i. The CCAC should assume that the short-term of the scope is the renewal periods, the medium term will be when the need arises for a middle/high school, and the long-term will be the useful life of new structures. i. The CCAC should consider in the short-term some form of lease renewal but not be constrained by it, in the medium-term assume a need for at least one additional school on the site but in a manner that makes it so community needs can still be served there, and in the long-term understand that new buildings will be needed (if they are not constructed sooner). The CCAC should focus their efforts on the short, medium, and long term using a 50/40/10 ratio.  The CPAC advised the CCAC that they should take a 50/40/10 approach to their Cubberley recommendation meaning that the focus of the CCAC’s work should be 50% on the near-term needs, 40% on the middle-term needs, and 10% on the long-term needs.  Request: Confirm what the middle term of the 50/40/10 equation references. Is there an implication that a middle and/or high school will for sure be needed or is that conclusion still yet to be made?  Cobb said the timeline for the CCAC’s recommendations has changed. The due date is no longer July 2013, it is now February 2013.  Cobb and Beecham said the CCAC has responded to that due date by proposing that a “coarse grain” report be delivered in February 2013 and a “fine grain” (or final) report be delivered in the summer of 2013. 2  Cobb said driving the need to get the recommendations completed by February 2013 is both the upcoming lease expiration and the potential of a bond measure.  Question: What are the issues surrounding a joint City/PAUSD bond measure since they have different geographic boundaries? Can it be done as one ballot measure or does the City and PAUSD need separate, parallel measures? What would the passage requirement be? o The Finance Committee said they are looking into this issue ii. The Greendell and 525 San Antonio sites should be considered as part of the CCAC scope, but will most likely be needed for an elementary school given their location. ii. The Greendell and 525 San Antonio sites can be considered as part of the CCAC scope, but will most likely be needed for an elementary school given their location an remain unchanged.  Staff/Cobb said the CPAC was theoretically open to the possibility of refiguring that site but based on the practical needs of an elementary school the CPAC couldn’t see any scenario where it could be moved from its current location. iii. In Considering Relocation of Community/non-profit uses, the CCAC should not consider off-site locations iii. In considering relocation of community/non-profit uses, the CCAC need not find off-site locations  Beecham clarified, and staff agreed, that there was no edict from the CPAC that everything that is at Cubberley must stay at Cubberley. Rather he understood the CPAC as saying that anything that the CCAC determined should no longer be at Cubberley was not the CCAC’s responsibility to relocate. Relocation would ultimately be the responsibility of the City (and possibly the PAUSD).  Cobb said the CCAC’s job is to figure out what services/needs should be at Cubberley noting that the CCAC represents so many different Cubberley stakeholders for just that reason.  Some thought providing no recommendations for potential relocation sites might unnecessarily raise fears among the Cubberley tenants o Staff suggested a that if it is determined that a service should not be housed at Cubberley the CCAC suggest that it is relocated elsewhere in the City just not get into the details of where o Cobb believes there is a way to work around not raising those fears and encouraged creativity in the recommendations  Beecham said the CPAC charged the CCAC with prioritizing the existing uses as one of its tasks 3 iv. It should be assumed that there will always be a need for both school and community uses on the site. iv. It should be assumed that there will always be a need for both school and community uses on the site but that doesn’t mean at any single point in time the entire site will be used for both school and community uses on the site. That said, the CPAC is comfortable with the exploration of joint use.  Staff said the role of the CCAC is to find creative uses for the site that meet the needs of both the City and PAUSD  Beecham clarified that the CCAC should assume that there will always be a need for City and PAUSD use at the site but that doesn’t mean it has to reflect the arrangements currently at the Cubberley site  Skelly clarified that if joint use does occur those facilities will be driven in part by the architectural standards that the PAUSD has to adhere by v. The CCAC should assume that the City and PAUSD intend to renew the Cubberley lease, but that should not inhibit creativity. v. The CCAC should assume that the City and PAUSD have a desire to keep something going at the Cubberley site but whether or not that is done through the renewal of the existing lease is still TBD.  Beecham clarified saying that the Council would entertain a new lease arrangement and the PAUSD would entertain anything that maintains their revenue stream.  Staff will notify the CCAC of when the next CPAC meeting is  Beecham recommended staff further clarify and revise the summary provided to the CCAC of the most recent CPAC meeting and staff agreed  Cobb also commented in response to a question that he believes the CCAC interim and final reports should be written by the CCAC members not staff, and others agreed 5. Subcommittee reports (Formerly agenda item #6)  Subcommittee Chairs were invited to attend the Co-Chair’s planning meetings held the Monday prior to CCAC meetings  Subcommittee Chairs to email staff their subcommittee meeting minutes so they can be posted to the web  School Needs Subcommittee o PAUSD presented data on school projections/needs o The short term data was great but it became clear that the School Needs Subcommittee needs to find out from the CCAC what information the CCAC needs from them  Facilities Subcommittee o Developing their approach for facility needs around “what if” scenarios o Identified six categories of facilities relevant to Cubberley 1. School 4 2. Community 3. Joint use 4. Recreation 5. Site support (parking, pedestrian ways, etc.) 6. Child care o Discussed exploration of the Sobrato non-profit model in San Jose, Milpitas, and Redwood City o Also looking at a portion of the site as possibly revenue generating  Finance Subcommittee o Planning to show revenue opportunities o First exploring the history of revenue flow, bonds, timelines, and other financing mechanisms currently being considered to understand possibilities o Will study other communities’ joint-use examples from a financial perspective to determine how they work o Will valuate private revenue generation options o Will explore new lease scenario possibilities o Will explore a joint powers district  Community Needs Subcommittee o Four questions will drive their subcommittee’s process 1. What programs/services are currently offered at Cubberley and who is using them (age, residency, etc.)? 2. Are these programs/services provided elsewhere in town? 3. Is there a demand for more of these programs/services? 4. What other community needs exist that are not currently offered? How will population growth impact these program/service needs? o Will also evaluate the Palo Alto Comprehensive Plan amendment that addresses future community needs 6. Discussion of Subcommittee timeline and milestones (Formerly agenda item #5)  CPAC has condensed the timeline for when they would like a recommendation from the CCAC so staff asked the subcommittees to keep that in mind when working on their deliverables  Beecham proposed that each subcommittee have their intended deliverables prepared by the CCAC meeting on August 8th  CCAC then discussed the final report and what it entails o The 50/40/10 approach was identified as a significant policy constraint given to them by the CPAC  Many felt the long-term needs are more important and that the long-term should drive the short-term but that is not how it stands now based on the CPAC policy direction given  Beecham noted the CCAC needs to understand what is needed in the long- term so the City Council and PAUSD can make a lease decision in the short- term 5  Cobb would like to take what has been discussed at this meeting back to the CPAC and see what can be agreed upon  Cobb proposed that at the August 8th CCAC meeting that CCAC milestones are discussed including proposals from each subcommittee about when they can complete their assignments  CCAC members reiterated frustrations with the time constraints given to them by the CPAC  Cobb reiterated his vision that the CCAC give the CPAC an interim report in February 2013 and then continue working until they can finish a more detailed, final report  A discussion then ensued on what the subcommittees had worked on so far and thoughts people had on each of them  Schmidt said that the work of the Finance Subcommittee made him a little uneasy because he felt it’s one thing to take a scenario and assign cost estimates to it but it’s another thing to say having estimated it to cost x dollars here is the way we propose to pay for it – those are very different things  Beecham said regarding the Finance Subcommittee that he would like the subcommittee to as much as possible put themselves in the shoes of the PAUSD and City Council and consider their current financial situation when making recommendations so any recommended proposal has the best chance of working  Member said when thinking about the lease and a possible renewal the CCAC should consider what lease variations are out there that might work for all involved parties aside from the lease that currently exists  Member asked what the total square foot cost of any improvements would be beyond just the construction cost (example: loss of revenue during construction, etc.)  It was reiterated that the current Cubberley site plans are only intended to aid the CCAC in their thinking, the CCAC is not limited by those site plans  Request: Have Cobb create a draft project timeline for the CCAC final report and present it at a future meeting  Cobb suggested that the Community Needs Subcommittee should be the one to do an initial evaluation of what services are currently at Cubberley and which should stay and which might be located elsewhere  Shared facilities require staff so it must be determined who will staff any shared facilities that are recommended  School Needs Subcommittee wants to know if PAUSD can dedicate any land at this point to certain school uses or if all of the land needs to remain flexible to a variety of different possible school uses  School Needs and Community Needs subcommittees should identify needs they both have that could be served through shared facilities 6 7. Schedule next meeting(s)  Once the school year starts a Doodle poll will be done of the CCAC to determine the optimum meeting date and time factoring in school year commitments  Next meetings o August 8 o August 22 8. Adjournment 1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 6 August 8, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H‐1 6:00 ‐ 8:00 PM 1. Welcome and call to order 2. Oral communications  None 3. Approval of July 25 meeting action notes  Approved 4. High‐level discussion of City and PAUSD finances City Finances Discussion  City of Palo Alto Administrative Services Director Lalo Perez presented on City of Palo Alto finances (SEE ATTACHED PRESENTATION)  Perez explained a large component of structural budget issues is salaries and benefits. Those are being addressed in major ways through reforms in labor contracts but more work is needed  City avoids the use of reserves for budget gaps  City has been very lucky to have maintained high property tax rates through the Great Recession but there was a sales tax did dip from approx. $22M/year to as low as $18M/year and only now in FY 2013 is it projected to be back near that $22M/year mark  Perez then explained the impact of the growing pension and medical liabilities and the efforts to increase employee contributions PAUSD Finances Discussion  PAUSD Chief Business Official Cathy Mak presented on PAUSD finances (SEE ATTACHED PRESENTATION)  PAUSD is facing many of the same issues as the City  PAUSD is facing a potential approx. $5M budget deficit for the coming fiscal year  State funding for PAUSD has dramatically decreased since FY 2009 going from $17M/year to less than $6M/year 2  PAUSD has been averaging about 2%/year enrollment growth 5. Subcommittee reports on milestones and deliverables Facilities  Presented four deliverables and dates: 1. Doing a detailed analysis of the types of facilities at Cubberley and their uses including a matrix outlining types of Cubberley facilities, their condition, and use by September 20 2. Determining various scenarios for the Cubberley site when facilities are added and the challenges posed by various scenarios including joint use. Will evaluate possible scenarios for Cubberley site in the short, medium, and long‐term, including joint uses, by October 15 3. Evaluating a facility rebuild vs. remodel including wide‐ranging estimated costs of maintaining the status quo, remodeling the facility, or rebuilding it by November 15 4. Thinking differently about how the site can be used including “outside the box alternatives” by December 1 School Needs  Presented seven deliverables and dates: 1. Listing all PAUSD properties and their relevant characteristics/limitations by September 22 2. Identifying the types of shared facilities PAUSD would need/be interested in by October 6 3. Obtaining critical assumptions regarding demographics, ABAG projections, City response to ABAG projections, etc. by October 13 4. Wants to know the total acreage at Cubberley that PAUSD likely will use for future school use by October 13 5. Wants to know the total acreage at Cubberley for which PAUSD can give rights to for by October 20 6. Wants to know the terms for turnover of City‐built facilities to PAUSD at lease termination by November 3 7. Wants PAUSD policy decisions on will a school facility be built on Stanford lands, what a new high school at Cubberley would look like, what should be expected on a 20‐30 year time horizon, any possible changes in student density at each level, and desired limitations on the City's use of its 8 acres by November 10 Finance  Evaluating the terms of the current Cubberley lease and covenant not to develop  Examining potential funding mechanisms that could be used to construct new facilities on the Cubberley site 3  Doing extensive research of existing joint use facilities in other communities including how they came about and how they are governed  Evaluating whether a joint‐powers agreement can fund and manage the site Community Needs  Would like to form a Joint Use sub‐subcommittee  Creating a table of current Cubberley users and what they are paying  Looking at potential new users and services based on other communities and what services have been requested there that are not currently provided at Cubberley  Doing a community survey through the neighborhood associations to see what services residents want  Evaluating future users and how the space can be maximized  Evaluating resident vs. non‐resident use  Evaluating what services have wait lists  Looking at the geographic location (and balance) of Cubberley users  Looking at increasing cross cultural experiences at Cubberley and how increased community connections can be fostered at the site 6. Discussion of the CCAC Final Report schedule and timeline  Cobb said at the next CPAC meeting that the CCAC final report due date will be finalized  Cobb explained the expectations for the CCAC final report and what will be required to get it done on time 7. Future meetings  Cobb said the CCAC will continue meeting every other week 8. Adjournment 1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 7 August 22, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H‐1 6:00 ‐ 8:00 PM 1. Welcome and call to order 2. Oral communications 3. Approval of the August 8 meeting action notes  Approved 4. Introduction and Q & A with CCAC architect John Northway  Northway talked about the importance of understanding the problem first and working on the solution only after the problem is thoroughly understood  Northway explained that if this ever goes to a bond measure being able to clearly explain what the problem is, what the solution should be, and why will be very important  Northway wants the subcommittees to bring back what their “problem” is to the next meeting to start forming a picture of the larger problem  Northway said to focus on Cubberley and not to worry too much about the larger problems of the City since the CCAC was asked to limit their recommendations to the site 5. City of Palo Alto and PAUSD Capital Budget Presentation  Phil Bobel of the City of Palo Alto Public Works Department presented a Power Point on the capital budget (SEE ATTACHED)  Bobel explained the background of the Infrastructure Blue Ribbon Commission (IBRC) recommendations and the subsequent Council discussion of those recommendations  He explained how Cubberley is and isn’t accounted for currently in the budget planning process.  Bobel explained that up‐keep of Cubberley in a limited manner is included in the budget process but not funding for long‐term rebuilding. 2  Bobel explained that most of the Capital Improvement Program (CIP) expenditures in slide 8 of the attached Power Point are in the next ten years even though it reflects a 25 year horizon  Bobel noted that he believes the cost estimates for maintaining the facility over the next 25 years is thin beyond 10 years and would likely need additional funding  Bob Golton of the Palo Alto Unified School District (PAUSD) presented a Power Point on the PAUSD capital budget (SEE ATTACHED)  Golton presented on the status of current capital projects under way and the funds allocated for them  Golton said that voter approved bond funds for PAUSD use have already been allocated to the individual school sites even if the projects have not yet been identified  Approximately $33 M of funds have been reserved for construction to accommodate PAUSD growth 6. Review of the discussion at the August 21 PAUSD Board meeting of the Cubberley related Board enclosure  Mandy Lowell explained that the PAUSD is interested in looking for a fourth middle school site that could or could not be at Cubberley (SEE ATTACHED POWER POINT)  A big issue is that PAUSD wants flexibility and the City (and some of the community) wants certainty o The City and PAUSD are also at different phases of their bond interests  Question: Is there an impediment to building a City only facility on the City’s 8 acres?  A major part of the problem is the lack of clarity 7. Discussion of the CCAC Final Report schedule and timeline  Deputy City Manager Steve Emslie reported out on the status of the Cubberley Policy Advisory Committee (CPAC) timeline  Emslie said that the CPAC wants the CCAC input in part to decide if Cubberley should be included in a city bond measure for infrastructure needs  Emslie reported that the CCAC Final Report must be done by February 28, 2012  The CPAC is interested in the foreseeable school uses, community uses, range of priorities, and joint use scenarios at Cubberley  Frustrations about the timeline of the process were expressed again by CCAC members 3 8. Future meetings a. Discussion of expected future subcommittee reports  Emslie mentioned that the CCAC Co‐Chairs would like one or two subcommittees presenting updates at each meeting 9. Adjournment 1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 8 September 5, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H‐1 5:30‐7:30 PM 1. Welcome and call to order 2. Oral communications  George Browning spoke o CCAC members should make sure to read what the IBRC wrote about Cubberley o The City should be clearer about what is expected of the artists who rent space at Cubberley including how they exhibit and how their rented space is used 3. Approval of the August 22 meeting action notes  Approved with the change of 2012 to 2013 on page two of the draft 4. Introduction by CCAC Architect John Northway  Thinks the work of the CCAC is going well and commends everyone for their work so far  Wants everyone to keep working toward defining “the problem” and believes progress on this front has been made 5. Presentation by the School Needs Subcommittee followed by a group discussion and questions  School Needs Subcommittee Chair Bern Beecham lead the presentation o Beecham reiterated the School Needs Subcommittee deliverables o Presented preliminary conclusions o SEE ATTACHED POWER POINT o Beecham presented the spreadsheet that shows the acreage per student at all of the PAUSD schools  Showed significant variance  High schools were about 45 acres on average vs. full Cubberley site is 35 acres 2 o Presented what happened at the September 4, 2012 PAUSD Board meeting including the PAUSD Cubberley interests  Co‐Chair Lowell added that the School Board purposefully left things open ended to allow the CCAC to do its work  A number of clarifying questions were asked on PAUSD positions  PAUSD Superintendent Kevin Skelly then presented clarifying information o Need for a middle school could arise by 2020 o PAUSD is evaluating all options for land use and recognizes one story options are not the future o A lot of questions were asked about what was driving the school boards position and Skelly communicated that it is based on a long history of enrollment growth and Board positions  Problem stated: maximum flexibility limits what you can do on the site  Problem stated: the sometimes conflicting wants and needs of all parties involved with the Cubberley site 6. Response by the Finance, Facilities, and Community Needs Subcommittee Chairs to the School Needs Subcommittee presentation  Finance Subcommittee mentioned a few problems: o Both the City and PAUSD are dealing with budget problems o PAUSD wants to keep the $7 M payment from the City and the City feels like it needs some or all of it for other expenses  A number of “problem” statements about Cubberley were then made: o Prioritization is difficult o Determining what uses the City should subsidize on the site is difficult o Using existing facilities is cheap but does not allow as much potential density o CPAC direction to focus only on the Cubberley site does not allow for other site consideration o Uncertainty around the question “if an important community use is at Cubberley and this site becomes unavailable will the use be able to continue elsewhere” o Maintaining maximum flexibility for PAUSD at the site significantly impacts what the City can do with the site including a potential bond measure o PAUSD wants to keep the $7 M in rental revenue but the City budget issues make that payment difficult o Community acceptance of a bond measure for Cubberley is questionable o The City rushing to 2014 bond measure may force an eight acre community center bond measure without PAUSD  Would PAUSD/the community support that? o Joint bond for a joint‐use facility would need to be built to State Architect’s standards and would be more expensive 3 o There may be effects on operating budgets if changes are made to programming uses o Needs for the site may shift over time o PAUSD and community needs are growing in parallel o How the uses at Cubberley should be determined is difficult  A number of facts were also raised in the course of discussion: o Maintenance need is $33M to “keep dry” in the short‐term o Additionally, currently unbudgeted funds are needed for maintenance in the mid‐term at the site 7. Future meetings 8. Adjournment 1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 9 September 19, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Theater 5:30‐7:30 PM 1. Welcome and call to order 2. Oral communications  None 3. Approval of the September 5 meeting action notes  Approved 4. Finance Subcommittee presentation, definition of problem, and discussion  Presentation given by CCAC Finance Subcommittee Chair Lanie Wheeler  SEE ATTACHED POWER POINT PRESENTATION  Wheeler went over what the main problems from a financial perspective are that the group should try and solve  Wheeler noted the high number of changes that have occurred since the lease and covenant not to develop were originally signed and recognized similar changes were likely to continue occurring  Wheeler noted the implications that the uncertainty of this site has on operations, maintenance, sit planning, etc.  From a financial perspective, anything done on the site independently by the City or PAUSD impacts the other due to the fact that possible uses done in tandem are much different than independent site use  Site improvement funding undertaken in tandem has different geographic boundaries and voting requirements to be aware of  Question: Is the City set on a 2014 ballot measure?  Councilmember Schmidt noted there are shorter term needs the City is trying to address and has targeted 2014 as the time to do that but with a consultant being hired many different project package scenarios will be considered  Finance subcommittee will consider unconventional funding avenues but will leave most of the political viability discussions to the CCAC as a whole  Question: Will the Finance subcommittee write down political viability questions that arise in the course of their discussions for discussion by the CCAC as a whole? 2  Question: Will there be reluctance from North Palo Alto to fund Cubberley renovations in South Palo Alto? 5. Community Needs Subcommittee definition of problem, staff update on Cubberley tenants survey, and discussion  Presentation given by CCAC Community Needs Subcommittee Chair Diane Reklis  SEE ATTACHED POWER POINT PRESENTATION  Reklis went over the main problems facing their subcommittee including overall problems and short‐, medium‐, and long‐term problems  Discussed the needs that all of the different users at the facility have  Recognized that joint use will necessitate change  Reklis noted that Cubberley uses have ebbed‐and‐flowed in the past and consideration of building a facility that can do so in the future should be given  Consideration will also be given to needs that might have no relocation alternative and those that are conducive to joint use versus those that are not  Community Services Division Manager Rob De Geus then updated the CCAC on the Cubberley survey of tenants  De Geus said staff had received 40 of the 70 surveys back  Said they have a three tier approach to results: o All users o Users by category  Example: dance studios or artists o Individual users  Said of the 40 survey responses received so far 50 percent of users share space  Many users need specialized facilities  Facilities are in use from as early as 6:00 AM to as late as 11:00 PM  25 percent of respondents said they would go out of business without space at Cubberley and many others said they would have to leave Palo Alto  Question: Can professional help on the surveying be obtained? 6. School Needs Subcommittee definition of problem and discussion  Discussion on this subject delayed until later in the meeting 7. Discussion of inter‐subcommittee communication  CCAC Co‐Chair Mike Cobb led a brief discussion on inter‐subcommittee communication  Request: Make sure that all reports are shared with the entire committee  Subcommittees agreed to reach out to one another when an opportunity to collaborate presents itself or is necessitated 3 8. Discussion of potential joint use sites to visit and the process for visiting  Deputy City Manager Steve Emslie said that based on joint use facility interest staff will put tours together of joint‐use facilities but asked that CCAC members work through staff to help with coordination  Emslie said staff welcomes suggestions for those site tours  Request: A presentation from Emeryville on their proposed joint use facility 6A. School Needs Subcommittee definition of problem and discussion  Presentation given by CCAC School Needs Subcommittee Chair Bern Beecham  Said the subcommittee is looking at how PAUSD may want the eight acres used in the future and how they may be affected by them  Looking at a possible development pattern for the Cubberley site as the school starts building out projects  Question: How does ABAG affect projections?  Beecham reiterated that the subcommittee doesn’t have a reason to use anything different than the PAUSD 2% enrollment growth projection  Beecham said the School Needs Subcommittee is also looking at non‐ traditional site uses including having specific facilities for art, science, etc. located at Cubberley that students from both PALY and Gunn could use 9. Future meetings  Staff will send a Doodle to the CCAC to find an alternative meeting day for the currently scheduled October 31st meeting  CCAC architectural consultant John Northway said he was very excited about the opportunity here and that he thought it was time to start concluding work on the problem identification step of the process and start working on the solutions step  Discussion occurred of how to organize the group based on a final report that will contain alternatives but no decisions were made  Cobb and Emslie proposed a community forum in October/November to solicit input from all segments of the community on what their vision for the future of Cubberley is 10. Adjournment 1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 10 October 3, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H‐1 5:30‐7:30 PM 1. Welcome and call to order 2. Oral communications 3. Approval of the September 19 meeting action notes  Unanimously approved 4. Discussion of Cubberley forum & volunteer identification a. Scheduled for November 8, 2012 at 7:00 PM  Co‐Chair Mandy Lowell said staff will prepare an advertisement for the CCAC members that they can distribute to the groups they represent  Lowell asked for day of volunteers to sign‐up and a clipboard was passed around. The volunteers who signed‐up to assist are: o Pam Radin (help with question asking) o Bern Beecham o Diane Reklis o Claire Kirner (can help from 7:30 PM on) o Sheri Furman (help plan the presentation) o Steve Emslie (staff) o Rob de Geus (staff) o Tommy Fehrenbach (staff)  Co‐Chair Mike Cobb recommended purchasing advertising in newspapers but Lowell didn’t agree so that is still TBD  It was communicated that the forum would be at Cubberley but it had not been determined where at Cubberley  A discussion then ensued on where at Cubberley the forum should be held and whether it would be a large presentation or smaller breakout groups  Members also brainstormed ideas about the content of what would be discussed  Beecham suggested the CCAC present the problem statements and the do Q & A and see what people think they need to know 2  Staff was directed to see if the Cubberley Theater or Pavilion was free that day  The CCAC concluded that further discussion needs to occur about what exactly will be presented/discussed at the forum and that a program for the evening would have to be established so the objective of the event can be communicated to residents  The CCAC voted to have the first meeting in the Cubberley Theater so staff was directed to reserve that room for November 8  Community Services staff member Rob de Geus expressed concerns about the theater idea so he will look into other locations to have the meeting at  Staff was also directed to make sure all CCAC meetings are on the City calendar and to have Jim Keene incorporate the CCAC meetings in his City Manager’s comments at Council meetings 5. Presentation by the Community Needs Subcommittee 6. CCAC Community Needs Subcommittee Chair Diane Reklis, with the assistance of Community Needs Subcommittee member Sheri Furman, gave the presentation  SEE ATTACHED POWER POINT  Reklis said a lot of people think South Palo Alto is already getting a new community center with the construction of Mitchell Park Library  Reklis communicated that this is a much smaller facility in scale and operation when compared to Cubberley and would not come close to meeting the needs of Cubberley  Reklis then discussed the unique community facilities that are already in place  Cobb noted that Cubberley is the only major community center in Palo Alto and that this group needs to define community center as part of their evaluation process so they can work around that definition  Reklis discussed community centers in other communities and some of the services they provide  Furman then described the matrix of public and private service offerings they are creating including the providers  Furman then described their evaluation of the community users at Cubberley based on the staff survey results of Cubberley tenants  CCAC member Penny Ellson then described the one year Sunnyvale study that was done to gauge community needs  Staff noted that a comprehensive needs analysis of Palo Alto would take more time than the CCAC has but a board brush analysis was agreed upon  de Geus noted that the staff survey written responses were not as detailed as hoped so he and staff are doing follow‐up calls with individual users  Beecham asked the CCAC the question, “What do we need to have to make an informed recommendation by February 28?”  Lowell wants to know what can be done in x amount of square feet  Reklis expanded on potential new uses or services at Cubberley 3 7. Presentation by the Facilities Subcommittee  CCAC Facilities Subcommittee member Brian Carilli presented  SEE ATTACHED POWER POINT  He said since he was limited on time he would not read through the slides and would instead show a map he created of where community services are located in Palo Alto and the tremendous opportunity/value this site presents  Carilli reiterated his feeling that this group really needs to think big about what can be done on the site  He referenced his professional experience in site planning and said that a better understanding of what should be/is going to be built on the site is still needed  In response to some questions Carilli expressed his feeling that using the existing site as‐is in the manner the PAUSD has suggested they would consider is very short sited and not a good use of the land  The group discussed the level of detail that the CCAC should get into and what is appropriate and what isn’t but no consensus on that was reached  Deputy City Manager Steve Emslie then spoke and tried to clarify a few points: o He said Carilli was getting into a level of detail he didn’t have to in order for the CCAC to generate recommendations that will help inform the discussion that is going to occur between the City and the PAUSD on what to do with the site o He also said if the group feels they need staff to do needs assessment work that the City does not currently have staff to do that but consultants could be hired to assist with that process on a case‐by‐case basis  Ellson said before she goes she wants the CCAC to look at the short, medium, and long term recommendations the CCAC Facilities Subcommittee has in their Power Point presentation and that although they were not read through at the meeting those recommendations, not the site planning, represented the majority of the Subcommittee’s work  Emslie then spoke and tried to clarify a few more points: o He noted that when the Infrastructure Blue Ribbon Commission (IBRC) made their recommendations for the Municipal Services Center (MSC) they created as one of their deliverables a scope of study that could be used by a consultant for a study of the site in the future but didn’t try to do the study themselves o He also noted when the IBRC discussed Cubberley they made broad recommendations about the site not specific recommendations for what should happen with the infrastructure there 4 o He reiterated his recommendation to let go of some of the detail and keep the analysis at a higher level  Carilli then reiterated his feeling that until the CCAC defines what should be built on the site it is impossible to organize the site  It was agreed upon that some level of site uncertainty needs to be accepted as a part of this process 8. Discussion and brainstorming of subcommittee next steps  Not discussed due to time constraints 9. Future meetings  The next CCAC meeting is October 17 10. Adjournment 1   Cubberley Community Advisory Committee (CCAC)    Action Notes    Meeting # 11    October 17, 2012  Cubberley Community Center  4000 Middlefield Road, Palo Alto, CA 94303  Theater  5:30‐7:30 PM      1. Welcome and call to order    2. Oral communications   George Browning of Palo Alto spoke     3. Approval of the October 3 meeting action notes   Approved    4. Discussion and brainstorming of recommendations and alternatives for the short  term (5 years)   The CCAC randomly divided into three groups and came up with the following  answers to the questions below:    ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐    Exercise For October 17 Cubberley Community Advisory Committee    Development of Short Term (5 years, 2015‐2019)  Issues—Small Group Discussions    At the October 17, 2012 meeting, the CCAC Steering Committee suggests that we have a  discussion focused on the short term issues associated with Cubberley’s future.  The Steering  Committee proposes starting with the short term issues inasmuch as much of the data and  background necessary to consider meaningful recommendations, alternatives and  comments have substantially been presented by the Subcommittees.  Future  CCAC  discussions will address medium and long term issues after all Subcommittee deliverables  are available to the full CCAC.      The proposed format is for the CCAC to break up into 3  random groups insuring that each  group has at least one representative from each Subcommittee.  The discussion should take  about 30 minutes followed by a 5 minutes presentation from each group to the CCAC.   Comments, questions, recommendations and alternatives and will be recorded and available  2 to the full CCAC  for our on‐going discussion and as input for the development of  the draft  committee report.    The following questions are provided to frame the short term issues to facilitate  conversation and brainstorming:    1. Should the City Renew its lease with PAUSD for an additional 5 years?  a. If the City were to renew its lease, under what conditions?    How would a revised  covenant address on‐going needs?  b. What are recommendations for changes to tenants and rents?  c. Should PAUSD and the City share in maintaining Cubberley?  d. How should the lease be structured to maintain maximum flexibility for the future  uses of Cubberley?  2.  Is it feasible to include a community facility on the City’s 8 acres in the 2014   Bond measure?  Is this a community need?  3. What actions or planning activities should PAUSD and the City undertake during the next 5  years to advance the determination of the best possible future of Cubberley, and build a  consensus for that future?    ‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐‐     Group 1   Question 1   Renew a lease for 5 years   Question 1B   Transfer, in some process, the city’s 8 acres to the school district (Voted Yes 6‐0)   Remove covenant not to develop and renegotiate $2M (Voted Yes 6‐0)   Share maintenance costs and planning (Voted Yes 6‐0)   Find a way for more child care at Cubberley and other PAUSD sites (Voted No 5‐1)   Include access to and/or preserve other PAUSD  fields and gym space (Voted Yes 4‐2)   City to offer leases to tenants for same 5 years (Voted No 5‐1)   Question 2   No, not feasible (Voted No 1‐5)   Question 3   Develop MOU defining joint use of site       Group 2   Question 1   Yes, city has lots of uses, school has few in short term   Lease doesn’t have continued utility in present form   Considerable issues in relation to all city infrastructure challenges (IBRC reference) but  was only looked at from financial point of view   Is 5 year lease the right amount of time?  o Foothill 3 years…    3  Does current covenant lock 5 years?  o Could be amended on mutual agreement   Question 1A   Need to start with existing lease, delete what doesn’t work    Maintenance issues in short term   Under what conditions would it be renewed?   Term equal to 3 or 5 years? Or related to departure of Foothill?   What does city get for covenant not to develop?    Has become meaningless in current time   Could amend lease to eliminate/change to other city benefit   New covenant could make sense in today’s time   Possibility of school district assuming responses for some of the immediate capital  improvements (some are on school owned buildings)   School District could make commitments to build full size fields or multi‐use available to  city on new builds outside Cubberley (possible shared uses)   Reasonably accessible joint‐use sites (price, availability)   Use ‘joint‐use’ thinking above specific to Cubberley – shift maintenance and upkeep to  School District   Classrooms for programs, fields, irrigation, etc.   Childcare: make an agreement to expand at other sites to offset city’s investment at  Cubberley   Question 1B   Serious reevaluation on tenants   Who is chosen and how   Charge   Serious gap that could be improved   Maximize availability/profit   Less subsidy   More property manager mindset   Better utilization of resource   Do it gradually   Maybe different way stop use space   Question 1C   Yes   Zoning may be prohibitive   Departure of Foothill may be opportunity for new tenants to generate money       Rents should cover maintenance for facility (day‐to‐day and capital/deferred)  o Should be cost neutral  o Corrective, ongoing, preventative?  o Timing/plan is‐at     Question 1D   What could you put into 5 year lease that could bind ‘flexibility’?   What form should the lease renewal take to maximize opportunities?  4  Lease isn’t problem, common vision by School District and city needs to be decided and  executed   Could covenant be used to shape the vision?  o Timeline for concrete planning  o MOU to ‘use 5 years productively  o Continue discussions as decisions become clearer  o Otherwise, loss of valuable time  o Is resolving worth it?  o Should we wait?   o Some flexibility there now, could keep status quo   Question 2   No to a 2014 bond measure  o It is a community need  o Need to know competing needs for bond measure  o Could be desirable to keep something for 8 acres on 2014 bond  o School has more support for bond   Can go to voters with less detail on projects   City needs more detail   Doing bond for just 8 acres might be problematic in public perception/uncertainty    Could we, through lease/covenant build in obligations to come to affirmative agreement  on some plan and force parties to agree?  o If city goes ahead with plan to develop 8 acres on its own, it may not be best  plan for City/PAUSD/both   Don’t want to confine to city vs. school on acreage   Question 3   Sit down in good faith and talk about what School District and City have in common  o Professional proctoring  o Come with specifics  o Could build common use spaces in the interim  o Neither party currently has money – need votes  o Could go to voters together   Possible (Finance committee)   o ‘Educational purposes’ is broadly defined (55% bond)   Go through tenants and answer questions regarding here vs. somewhere else   Big question is does city and school district want to work together?   Put together the data/decision makers can have good factual basis for discussions   Fully informed for proper judgment   Craft affirmative action obligation for each arty   If enrollment continues to increase, discussion about alternative timetable         Group 3   Question 1   Keep open? Status Quo  o Planning will take 5 years and incremental periods to allow for planning  o Strive to honor tenant business plans  5  Question 1A   Commitment from school district and city to work cooperatively to plan all 35 acres, the  whole site:  o District to share funding for planning  o Hard to expect school district to design school  o Clarify maintenance issues  o Quality conditions/ for subsequent terms or extensions  o Lease renewals/and period extensions (3‐5 years/10 years?)  o Is the 8 acres in the right place (land configuration)?  o What 8 acres would meet community needs?  o Don’t lock into something we would regret   Question 1B   Uses need to reflect inter‐generational, multi‐cultural needs (cultures = people)  o Implement city bike plan for better access to Cubberley  o With new tenants, the tenants to share responsibility for improving the  room/facility (refinishing dance floor for example)  o Tenants to chip in special assessment for improvements (like homeowner  assessment or fee around the facility)  o New tenants pay higher rates  o No grandfather clause for low rates  o We should look at criteria for all renters – just like there is for selection of artists   Question 1C   Costs – Should be shared, but how?  o By square footage  o Tenant fees to be covered by tenants  o If school district is sharing maintenance, it should be eased into   Question 1D   Tenants need some sense of certainty (lease)    Initial lease 3‐5 years and at least one year increments thereafter   Year to year lease and tough for renters/tenants   Need to have a clear long‐term overall plan so that we don’t prolong the campus  uncertainty – within 2 years   Need to consider a ‘new model’ for what the future high school may look like – Not  same old model   School design to reflect ‘modern’ teaching design and flexibility as much as possible   Question 2   Multiple sources of site assessment – the more analysis/perspectives the better   Access to other high school fields need to be part of the whole deal (not to develop)   Include gyms, pools, and child care space   Bond for 8 acres? Too soon in 2016?  o Goal for 2014 should be complete redevelopment plan  o Go for comprehensive bond just for Cubberley  o 2016 may be affected by Presidential election cycle  o Don’t’ wrap Cubberley with sewer infrastructure bond  o Bond measures for “make‐shift” community center facility won’t pass – do it  right  o Joint use programs take 5‐10 years to do right  6    Question 3   Alternate transportation strategies (bike, bus, shuttle, pedestrian)   Maintenance of building should be built in x timeframe?   Consider grants for these special ethno studies   Design must be flexible – adaptive to changing needs   Question 4   Use the time before the bond to do adequate planning and thoughtful design   Something will be built in x years, but it needs to be done right (condition of lease joint  funded)   Use of full site – including San Antonio should be planned before anything built  (Elementary school needs to fit in well, don’t box in options)   Needs to be a real strategy/mechanism for broad community input on designs – not just  committee   The design team much include ethnographic specialist instead of ‘standard’ architects to  understand the problem   Need to have ‘observational planners’   Full cultural assessment to meet all cultural needs   The design needs to be unique to our community/needs   Regardless of design costs – do it right. Don’t scrimp     5. Discussion of Cubberley forum  a. Thursday, November 8, 2012 at 7:00 PM at the Cubberley Theater   Time was changed to 7:30 PM    6. Future meetings  a. Next CCAC meeting will be October 30th or November 1st     7. Adjournment  1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 12 October 30, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H‐1 5:30‐7:30 PM 1. Welcome and call to order 2. Oral communications 3. Approval of the October 17 meeting action notes  Approved with minor revisions incorporated 4. Update on the October 18 CPAC meeting  City of Palo Alto Deputy City Manager Steve Emslie gave a brief update of the meeting  Emslie communicated that the CPAC had requested things such as: o CCAC should rewrite their problem statements o City revenue measure in 2014 is considering lots of different things and is not focused on Cubberley but the City does want there to be resolution on what the future of Cubberley will be by that time o City wants clear direction on whether or not they should renew the lease and what they might construct o City wants CCAC to prioritize what services should be provided at Cubberley o Supportive of the community forum o Think of it as an opportunity not a problem o Think of it as highest and best use for Cubberley 5. Presentation on joint use facilities  Presentation made by CCAC Finance Subcommittee member Susan Bailey  SEE ATTACHED POWER POINT  Bailey presented three joint use facilities  She looked for common threads and lessons learned from all of the projects 2 1. Emeryville Center for Community Life  Approximately 7.6 acre/115,100 SF facility  Cost = $80 M  Has been in plan since 2003  Now in their third MOU but are starting site work soon  The repeated MOUs are the result of the redesign efforts  Facility includes K‐12 education facilities for 750 students, multipurpose rooms, administration space, a school and community library, a community pool, and more  Project is being driven by the Superintendent and Mayor together 2. Wadsworth Community Campus  Approximately 65 acres/450,000 SF facility  Cost = $105 M  Facility includes a new high school for 1,629 students, recreation facility, senior center, indoor and outdoor pools, and a public library. A middle school is not included in the cost but is already on site 3. Livermore Facility  Modernizing seven of 20 schools and doing community enhancements as a part of three projects  Facilities include new schools, a youth community center, and new community library  Driven by the superintendent of the school district  Had to get special legislation for the joint use library to be built  They passed it by doing one election that combined multiple community needs  Bailey then mentioned a study of seven steps to effective joint‐use partnerships. They include: 1. Identify a local need that a joint use partnership might address 2. Identify essential joint use partners 3. Develop a positive, trusting relationship with partners 4. Build political support 5. Build a joint use partnership within the context of the local community 6. Formalize the partnership with an MOU 7. Foster ongoing communication and monitor the progress and impact  A number of questions and comments then occurred:  Comment: Jim Schmidt mentioned that the documents for the MOU of the San Jose library are available online  Request: Bailey was asked to provide her full list of joint‐use facilities  Question: Clarify what amount of a building has to be used by schools and how the sale and passage of the bonds would work if done at the 55% voter approval threshold 3 6. Discussion of the Cubberley forum including the public outreach plan a. Thursday, November 8, 2012 at 7:30 PM at the Cubberley Theater  Emslie gave an overview of what could be expected  The forum will start with a 15‐20 minute presentation including the Cubberley 101 presentation by staff followed by a presentation of the CCAC problem statements by CCAC architect John Northway  Written questions will then be taken and answered first to be followed by oral communications  Sheri Furman asked staff to explain at the forum what is different about Cubberley Community Center when compared to Mitchell Park Library & Community Center and Lucie Stern Community Center  CCAC Co‐Chair Mike Cobb said that ads for the event will be going out in the papers  Cobb also asked all CCAC members to send the ad out to the organizations they are a part of  PAUSD staff member Robert Golton said PAUSD will send the ad to all of the parents as well  Cobb said he will also do a press release for the event  Cobb said add a paragraph on your own about why this is important to the specific group you represent when you send the ad out  A passive information table will be set‐up at the event  CCAC Community Needs Subcommittee Chair Diane Reklis is going to provide a one page handout on what’s special about Cubberley that her subcommittee created  Cobb said to let City of Palo Alto staff member Richard Hackmann know if you would like to help with the forum 7. Future meetings  Lowell said if you have agenda items you want to see at a future meeting let the Co‐Chairs know 8. Adjournment 1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 13 November 14, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H‐1 5:30‐7:30 PM 1. Welcome and call to order 2. Oral communications  Lisa Hendrickson from Avenidas spoke on behalf of a number of health and wellness groups who provide services in the community and their desire to build a state‐of‐the‐art community center on the Cubberley site  An unidentified member of Good Neighbor Montessori spoke in support of keeping a Montessori at the Cubberley site 3. Approval of the October 30 meeting action notes  Approved 4. Debrief of the Cubberley Community Forum  Deputy City Manager Steve Emslie gave an update on what happened at the forum  CCAC member Sheri Furman said the CCAC would need a future community forum to discuss site options  CCAC Co‐Chair Mike Cobb said the CCAC needs at least one follow‐up forum that both presents site options and reaches out to a broader audience  CCAC member Rachel Samoff said that non‐residents using the Cubberley site is not a bad thing  CCAC member Penny Ellson said she wished that possibilities of the site were presented at the forum in terms of what can be done with that amount of acreage  CCAC member Jennifer Hetterly said that she wished the forum had been a little more thought provoking 2 5. Further discussion of the October 17 breakout group brainstorming on Cubberley short‐term scenarios  CCAC Co‐Chair Mandy Lowell asked people to discuss the October 17 breakout group conclusions but also brought up the medium and long‐ term scenarios so people were aware of what some of the proposals are  Samoff mentioned a decision making process where the City and PAUSD work on the long‐term solution during the short‐term while also having a discussion about how they will share maintenance costs  CCAC member Susan Bailey said the Finance Committee has discussed recalculating the annual lease payments to align with the Utility Users Tax revenue trend rather than the Consumer Price Index trend and because the current lease includes things having to do with Palo Alto Community Childcare (PACC) increase the amount of space leased to PACC on elementary school sites and increase their lease payments  Furman said that if there is another five year lease there needs to be an agreed upon design use, CCAC member Brian Carilli agreed  Carilli again advocated joint use with the City maintaining a major presence at the site  Lowell said the scenarios indicate what was discussed not what will be decided upon  Bailey asked if the PAUSD can get beyond its statements that it needs the whole site and discuss joint‐use or if they will be hung up on that  Carilli said that both the City and PAUSD work for the citizens and this citizen advisory committee should say joint‐use must work  Cobb mentioned that some services might not have a home if joint‐use occurs and what can be kept at Cubberley and what can’t should be studied  The topic came up that an assessment of what is at Cubberley still has not been finalized but a report has been put together that’s a jumping off point for a larger community needs assessment  It was concluded that more information is needed about what is at Cubberley such as who the renters are including long‐term hourly users  CCAC member Bern Beecham said he thought the long‐term site needs at Cubberley are too uncertain at this time to create a plan for site redevelopment nor does the CCAC have the information necessary to raise the political support for such an undertaking  It was requested that at the next CCAC meeting a presentation is done by Rob De Geus of Community Services on what is currently at Cubberley  Beecham said that until one of these buildings is taken down we do not need more space because we have enough space and on top of that Foothill Community College is leaving meaning the site meaning 20% more space will soon be available for lease to new renters  Beecham asked to outline a process by which the community can evaluate its community service needs 3  Hetterley asked to have all conclusions for the five‐year scenario listed together 6. Outline of the medium‐term and long‐term potential Cubberley site scenarios and requested input  The following five medium and long‐term scenarios were discussed… 1. Cubberley used for a comprehensive high school in the future using all 35 acres. 2. Cubberley used for a non‐comprehensive high school in the future using no more than 27 acres. 3. City retains 8 acres (possibly in a different location on the site than currently assigned) and the PAUSD retains 27 acres with each determining their respective uses. 4. The entire Cubberley site becomes a joint use facility. 5. No decision about a high school is made and there is no high school use on the site for a 20‐25 year time period.  CCAC member Jerry August asked to change number two from “non‐ comprehensive high school” to “high school use”  Lowell said that staff will be sending out a CCAC briefing book before Thanksgiving break containing further information on what each of the subcommittees has concluded and information discussing pros and cons of each of the five scenarios  CCAC member Ken Allen said we should change from reactive to proactive in our process 7. Future meetings 8. Adjournment 1   Cubberley Community Advisory Committee (CCAC)    Action Notes    Meeting # 14    November 28, 2012  Cubberley Community Center  4000 Middlefield Road, Palo Alto, CA 94303  Room H‐1  5:30‐7:30 PM      1. Welcome and call to order    2. Oral communications   A unidentified member of the public asked the CCAC how they can make  recommendations about the future use of the site when they do not yet know the  future of education    3. Approval of the November 14 meeting action notes   Approval postponed at the request of staff until the December 12th meeting    4. Presentation on the CCAC Action Plan Matrix by CCAC Architect John Northway   Prior to a discussion of the CCAC Action Plan Matrix City of Palo Alto Community  Services staff member Rob De Geus made a presentation on Cubberley tenants and  long‐term users  o SEE DE GUES’S ATTACHED PRESENTATION   Following De Gues’s presentation a number of clarifying questions were asked by  CCAC members    5. Presentation on the ground rules for the CCAC member small group discussions of  the CCAC Action Plan Matrix   CCAC Co‐Chair Mandy Lowell communicated that the group is to breakout into small  groups and brainstorm thoughts and ideas about the CCAC Action Plan Matrix.  All  ideas were to be captured by the scribe of each small group and not filtered at this  time            2 6. CCAC member small group discussions of the CCAC Action Plan Matrix including the  brainstorming of issues, questions, and concerns   Issues, questions, and concerns raised by small group participants are captured in  red with the original text in black  o SEE ATTACHED SUMMARIES    7. Report out on the CCAC member small group discussions of the CCAC Action Plan  Matrix   Each group presented the statements that were made during their brainstorming  sessions as captured in the attached summaries    8. Future meetings   Deputy City Manager Steve Emslie said that due to the Christmas holiday the CCAC  will be meeting December 12th & 19th instead of December 12th & 26th   CCAC Co‐Chair Mike Cobb and CCAC member Brian Carilli said that the December  12th meeting would be held at Stanford to give the group an idea of what can be built  on eight and a half acres   Cobb said that at the a December 19th meeting the group should be prepared to take  votes on some major issues concerning their ultimate recommendations    9. Adjournment        www.danceconnectionpaloalto.com Dear CCAC, PAUSD and City of Palo Alto Representatives, The dance studios at Cubberley Community Center were asked to submit a description of our value to the Palo Alto community. Dance Connection is currently both a lease and hourly rental tenant, and we hope to remain in our current location in L5 and K5 (former lease) as well as L6 (hourly) as long as possible. Here are some features which highlight the uniqueness of Dance Connection in the Palo Alto Community:  History: Dance Connection has been a tenant at Cubberley since 1988 --(the "oldest" dance school still remaining at Cubberley) on an hourly rental basis, and a lease tenant since 1995. We assumed a second leased space in 2005, and are hoping for a third room if one becomes available. We are renting space hourly in L6 for the maximum number of weekday rental hours, and also rent space 3 afternoons per week from Zohar, and 5 afternoons per week at Reach Fitness Center in downtown Palo Alto. Our wish would be to have a space, even a shared space at Cubberley instead of renting elsewhere.  Who do we serve? 99% of our students are the youth in our community, ages 3 to 18 with a vast majority from Palo Alto.  What do we offer? Dance instruction for regular classes and workshops. We bring in professional dancers and choreographers to work with our students on a regular basis. Performing opportunities for all dance students in a formal theatre. Competitive and non- competitive dance teams to perform for all community events and participate in instructional dance conventions as well as attend professional performances and events. 1. Our DCDT (Dance Connection Dance Teams) include children who want to dance without competing. Anyone can join this dance club and be involved in extra community performances and events. 2. Ballet Company serves our youth who love ballet. Professional choreographers visit Palo Alto to create choreography for our dancers to perform both classical and modern works. 3. The DCPC (Dance Connection Performing Company) is a competitive, highly skilled group of serious dancers who dedicate their time to dancing. Palo Alto Dance Connection has been a top award winner at regional competitions with some students attending nationals. This is the SYTYCD (So You Think You Can Dance) of our Palo Alto Community. Though we appreciate the talent, the award that our teachers and parents most appreciate winning is the "best studio" award for friendly, polite, and respectful dancers.  Community Events: Dance Connection has always been actively involved in our local community events including: 1. May Fete Parade 2. City of Palo Alto Toys for Kids program with an annual benefit performance from the start of DC until 2002 with Dance Connection as a large provider of new toys for our local youth including East Palo Alto and East Menlo Park as well as Palo Alto. 3. Annual Breast Cancer Benefit which has been co-sponsored by the City of Palo Alto. This will be our 11th annual benefit at the Cubberley Theatre in 2013 with all proceeds to benefit a breast cancer organization such as SF Komen for the Cure. The City has donated the theatre rental for the performance, and Dance Connection pays the theatre technical staffing and all other expenses. 4. We are holding our 14th Annual Nutcracker Ballet at the Spangenberg Theatre. Local talent and homegrown community involvement at its finest where parents and children can perform together. Please join us! 5. Annual Winter Showcase performance for M Company in San Jose to benefit a cancer organization or other medical foundation. 6. Donations to all local schools and community organizations for several years. Dance Connection provides Nutcracker and other performance tickets (Cinderella, Coppelia, and Sleeping Beauty Ballets) or Summer Dance Camp scholarships to our local youth and community. DC also offers scholarships to students in financial need. 7. Los Altos Festival of Lights Parade 8. Any other community event. We performed at the California Avenue Farmer's Market Blossom Birth Halloween Carnival recently. A Halloween themed performance which even included Nutcracker variations in pointe shoes on the "street" stage! Next month, we will perform some Nutcracker pieces at the Fairmont Hotel for the Christmas in the Park Breakfast with Santa. When we are asked to perform for the community, we are there! 9. Nutcracker PJ Story Time: Each year, we have a story time the Friday night before our Nutcracker performance. Free to children ages 4-8 at our studio with children wearing their pajamas to learn about the Nutcracker Ballet and see some of the characters dance and visit with them.  Director/Founder: Cindy Ginanni, a third generation Palo Alto resident. My grandfather, Eugene Raffarin was the chef to Lucie Stern. We are honored to live in the home purchased by Aunt Lucie for my grandparents, who came from France. My husband, Mark is a teacher at Jordan Middle School along with our oldest son, Joe. Our daughter-in-law teaches at Terman Middle School. Our youngest son manages a local restaurant, and our daughter is an artist who lives in Steamboat Springs, CO. Growing up, our children enjoyed the benefits our community has to offer--including education, recreation, and arts. We hope to pass this along to the future of the Palo Alto children.  Goals: Palo Alto Dance Connection hopes to remain at Cubberley, and our plan is to stay until we are "kicked out." We will be happy with a 5 year lease, ecstatic with a 10 year lease, and even glad to remain month to month. Sharing space with a PAUSD or private school or a community center fits our youth-oriented values, and we welcome the opportunity to plan for the future in a positive way. Thank you for the time you dedicate in your efforts to promote the good of the community for everyone. Sincerely, Cindy Ginanni 1    Cubberley Community Advisory Committee (CCAC)  Action Notes  Meeting # 15  December 12, 2012  Stanford’s Y2E2 Building  473, Stanford, CA 94305  Room 300  5:30‐7:30 PM    1. Welcome and call to order    2. Oral communications   None    3. Approval of the November 14 and November 28 meeting action notes   Approved as amended    4. Presentation by the CCAC Facilities Subcommittee   CCAC Facilities Subcommittee Chair Jennifer Hetterly presented a Power Point on how co‐ location might work from a space perspective (ATTACHED)   Hetterly explained that with a redesigned site that maximizes potential efficiencies the  square footage of the site can be greatly increased and, in their opinion, can meet the needs  of both the City and PAUSD   Hetterly communicated this message by showing both current maps of the site and pie  charts that show the break‐down of how land at Cubberley is currently being used   Hetterly reiterated her subcommittee’s support for underground parking    5. Presentation by the CCAC Community Needs Subcommittee   CCAC Community Needs Subcommittee Chair Diane Reklis presented a Power Point on the  demands, services, and needs of Cubberley and its users (ATTACHED)   Reklis noted that demand for services will increase at all age levels as the population of Palo  Alto grows   She does not believe that it is within the scope of the committee to determine who should  be tenants and instead recommends a community services needs study done by a  professional   Believes current programs can be maintained while allowing flexibility for future City and  PAUSD site needs     A discussion on these two presentations by the CCAC members then occurred   CCAC member Brian Carilli commented that the Cubberley site, as currently designed, is  extremely inefficient and with rebuilt structures could drastically increase the capacity of the  site  2     CCAC members agreed that other options for PAUSD school design should be explored  because the land costs of Palo Alto have changed the ability of the PAUSD to construct  structures in the way they have historically   CCAC member John Markevitch commented that just because larger structures can be built  an understanding of the impact of those efficiencies should be known on the student quality  of life   CCAC members then discussed preferences and ideas they had for a rebuilt Cubberley site  specifically related to how the school structure itself might be built   CCAC members then discussed the impacts that action or inaction would have on the status  quo and the costs associated with such action or inaction   Question: Can construction be done in stages?   The CCAC then continued their discussion of the site specially around operational efficiencies  such as bicycle and pedestrian access for local residents    6. Tour of the Y2E2 building    The CCAC went on a tour of the building    7. Future meetings   The next CCAC meeting was set for December 19th at 5:30 PM at Cubberley    8. Adjournment  1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 16 December 19, 2012 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H‐1 5:30‐7:30 PM 1. Welcome and call to order 2. Oral communications  Palo Alto Adult School Principal Kara Rosenberg spoke and recommended that the group ensure facilities are maintained that can support high quality programs that are broadly appealing and have sufficient parking and lighting. 3. Discussion and voting on initial Cubberley policy proposals  CCAC Co‐Chair Mike Cobb introduced the topics that will be discussed and asked the group to keep the conversations at a high‐level as much as possible CCAC Members Present for Voting Susan Bailey Penny Ellson Jim Schmidt Bern Beecham Sheri Furman Greg Tanaka Michael Bein Jennifer Hetterly Lanie Wheeler Lessa Bouchard Claire Kirner Jean Wilcox Brian Carilli Mandy Lowell Anne Wilson Mike Cobb Diane Reklis Tom Crystal Rachel Samoff  The CCAC started by discussing which of the five medium‐term and long‐ term scenarios they should recommend Scenarios Summary Scenario A The entire Cubberley site becomes a joint / shared City / PAUSD use facility. 2 Scenario B The City retains 8 acres and the PAUSD retains 27 acres with each cooperatively determining their respective uses. (In this scenario, the location of the 8 acres on the site may be changed if mutually agreed). Scenario C The City pursues planning for and use of its 8 acres independent of the PAUSD plans/uses for their 27 acres. Scenario D No decision is made about the medium‐term use of the Cubberley site by the PAUSD, with the assumption that there will be no high school use for a 15 – 25 year time period (status quo). The PAUSD decision regarding the use of the site for a high school will be made at some future time, but not immediately. Scenario E The entire 35 acre site will eventually be returned to PAUSD uses.  Scenarios D and E were removed from the CCAC’s list of recommended scenarios  Members expressed strong support for Scenario A but made note of potential difficulties with it and recognized that another scenario might have to be eventually selected Recommendation Vote It is the strong recommendation of the CCAC to recommend Scenario A 17‐0‐0  The CCAC then discussed how to phrase a number of subsequent recommendations they felt should be made now that Scenario A had been selected as their recommended alternative Recommendation Vote The City and PAUSD should renegotiate a [lease extension] option with additional conditions 17‐0‐0  CCAC member Greg Tanaka arrived Recommendation Vote The current covenant not to develop should be removed from a Cubberley lease extension 18‐0‐0 Recommendation Vote The current covenant not to develop should be removed from a Cubberley lease extension 18‐0‐0  The CCAC acknowledged that addressing different issues independently affords them greater flexibility in their recommendations and helps to clarify their position on each issue 3 Recommendation Vote Childcare should continue to be provided at school sites and is important for the community 18‐0‐0  A long discussion then ensued about pros and cons of a five‐year lease versus a 10‐year lease  It was understood that it is likely major renovations on the full site would not take place for at least 10 years but many members expressed an interest in recommending a shorter lease because they felt it would encourage the City Council and School Board to act faster  The CCAC then discussed what the best milestones would be in a revised lease to ensure that the City and PAUS proceeded with an expedited site planning process  CCAC Co‐Chair Mandy Lowell arrived Recommendation Vote Operating costs should not be shared in a five year window 19‐0‐0 Recommendation Vote Facility upgrades beyond routine maintenance should be negotiated 19‐0‐0  CCAC member Jim Schmidt left Recommendation Vote Capital expenses in the first five years of the lease extension should be shared 15‐2‐1 Recommendation Vote A site master plan needs to be developed in the first five years [of any lease extension] 18‐0‐0 Recommendation Vote In the first five years [of any lease extension] there should be a community needs assessment with professional support 17‐0‐1 Recommendation Vote The CCAC should recommend a five year lease extension that is automatically extended to ten years if certain milestones are met 10‐3‐5 4  The CCAC recognized that the 10‐3‐5 vote on the lease extension term described above was not sufficient for their final report and would need to be revisited 4. Future meetings  City of Palo Alto Deputy City Manager Steve Emslie and Cobb informed the CCAC that they should be prepared to meet weekly until the end of February following New Years 5. Adjournment 1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 17 January 9, 2013 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Room H‐1 5:30‐7:30 PM 1. Welcome and call to order 2. Oral communications  None 3. Approval of the December 12 and December 19 meeting action notes  Approved 4. Continued discussion and voting on initial Cubberley policy proposals  CCAC Co‐Chair Mike Cobb introduced the topics that will be discussed and asked the CCAC to work towards getting through as many policy recommendation votes as possible. He reminded the CCAC that there did not appear to be a consensus recommendation from the last meeting on whether the CCAC should recommend a five or a ten‐year lease and his hope is that they would be able to reach a consensus on that issue tonight. CCAC Members Present for Voting Ken Allen Mike Cobb Diane Reklis Jerry August Tom Crystal Rachel Samoff Susan Bailey Penny Ellson Jim Schmidt Bern Beecham Jennifer Hetterly Lanie Wheeler Michael Bein Claire Kirner Jean Wilcox Lessa Bouchard Mandy Lowell Anne Wilson Brian Carilli John Markevitch  It was discussed that an MOU should guide the creation of a master plan for the site and that ultimately the MOU might go through multiple iterations but there needs to be an initial agreement to get the process started. It’s important an MOU come before a master plan is created.  It was agreed that a community needs assessment should also be developed at the same time as the master plan. 2 Recommendation Vote As a condition of any lease extension or renewal, an MOU shall be developed within one year of its execution that determines how a community needs assessment and master plan will be developed within five years. 19‐0‐0  Ken Allen arrived  The CCAC discussed the role that expanded joint‐use of existing facilities should have in a lease extension and it was agreed upon that this is important for the City and PAUSD to explore because it is reflective of their willingness to work together which is important to the CCAC.  It was then discussed and agreed upon that this is a general, free‐standing recommendation that is not intended to be included in a lease extension. Recommendation Vote The City and PAUSD shall explore the possibility of expanding City/PAUSD joint‐use agreement models including the expansion of joint‐use at City and PAUSD facilities. 20‐0‐0  It was discussed that improvements to Cubberley shall be identified that can serve most, if not all, current and potential site uses but funding and implementation methods do not have to be identified within the one‐year horizon. Recommendation Vote As a condition of any lease extension or renewal, within one year of its execution near term improvements to Cubberley shall be identified that can serve most, if not all, current and potential site uses (example: restrooms for playing fields). 20‐0‐0  It was conveyed that there is currently a review process in place that is used by the City for who gets space when it becomes available at Cubberley.  It was clarified that the group is OK with things being terms of the lease that have not yet been completed (example: a mandate to enter into a MOU can be in a lease even if the referenced MOU has not been drafted).  It was clarified that some of these recommendations are recommended as conditions of agreements not agreements themselves. Recommendation Vote Any new leasing of the space should be done so in the context of the developing MOU, community needs assessment, and revised master plan. 20‐0‐0 3  It was generally agreed that funding site improvements at Cubberley is not compatible with a 2014 bond measure because of time constraints and general uncertainties surrounding the project.  It was proposed that some near‐term Cubberley needs be considered for inclusion in a 2014 bond measure; however, it was ultimately agreed upon that logistically that would not work because bonds can only pay for “bricks and mortar,” not analysis, and at this time further analysis is what’s needed. Recommendation Vote A long‐term master plan for Cubberley should not be part of a 2014 ballot measure. 20‐0‐0  The CCAC discussed the pros and cons of a five‐year versus a ten‐year lease but once again the group was not able to reach a consensus on which alternative they should recommend.  For the sake of future conversations a straw vote was taken of the CCAC of which alternative they favor and the results are presented below but not all CCAC members present voted. Straw Vote Vote 5 year lease 8 In favor Straw Vote Vote 10 year lease 9 In Favor 5. Update and discussion regarding the next CCAC Community Forum  It was stated that the next CCAC forum would be Thursday, January 24th at 7:30 PM in the Cubberley Theater. 6. Future meetings  The next CCAC meeting is Wednesday, January 16th at 5:30 PM 7. Adjournment 1 Cubberley Community Advisory Committee (CCAC) DRAFT Action Notes Meeting # 18 January 16, 2013 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Theater 5:30‐7:30 PM 1. Welcome and call to order 2. Oral communications  None 3. Approval of the January 9 meeting action notes  Approved as amended 4. Continued discussion and voting on initial Cubberley policy proposals  CCAC Co‐Chair Mandy Lowell introduced the agenda item and led the continued discussion on this item CCAC Members Present for Voting Susan Bailey Jennifer Hetterly Jean Wilcox Bern Beecham Claire Kirner Anne Wilson Lessa Bouchard Mandy Lowell Brian Carilli Diane Reklis Mike Cobb Rachel Samoff Tom Crystal Jim Schmidt Penny Ellson Lanie Wheeler  Group decided that talking about a five‐year versus a ten‐year lease cannot be a stand alone discussion and must be done in the context of the parameters that would be associated with either lease alternative  CCAC School Needs Subcommittee Chair Bern Beecham suggested that the group discuss what they want the lease to accomplish instead of just the length of the term (since that seems to be causing the group trouble)  City of Palo Alto Community Services Division Manager Rob de Geus said it would take at least one to two years for a community needs assessment to be completed  The group then had a discussion of the benefits of a ten‐year lease and the opportunities that would present 2  It was communicated that currently City Manager Jim Keene has the authority to enter into up‐to a five‐year leases at Cubberley without City Council approval Straw Vote Vote Recommend a 10‐year lease with a reopener clause at year 5 if certain criteria are not met 6‐10‐0 Straw Vote Vote Recommend a 5‐year lease with an additional 5‐year option that is executed with mutual consent 10‐6‐0  Throughout the course of the conversation recommendations came up that were generally agreed upon with no discussion necessary. Those items are captured in the list below: Items of Consensus with a 5‐Year or 10‐Year Lease Criteria must be established that forces policymakers to make real progress on Cubberley within the first five years A MOU and site master must be a part of any lease extension Consistent with Cubberley rental policies, income should be maximized Funding for maintenance or redevelopment needs to be determined within the first five years  Lessa Bouchard left  Penny Ellson left  A discussion then occurred around site governance and the fact that drafting and entering into all of the referenced agreements (MOU, site master plan, etc.) will require a policy making structure to be in place Recommendation Vote The City and PAUSD should further investigate alternative forms of governance and determine a governance structure for joint use of Cubberley 14‐0‐0  Rachel Samoff left  The group then had a discussion of whether or not moving forward with joint‐use excludes the City from building a facility on its 8‐acres before the PAUSD builds something 3  Then a number of comments were made that the City moving forward with construction on its own 8‐acres is not what is intended by recommending joint‐use and that the full 35‐acre site should be developed in unison  Jim Schmidt left Recommendation Vote Phased construction should occur consistent with the MOU and site master plan to minimize disruption to existing users 11‐0‐1 5. Update and discussion regarding the next CCAC Community Forum  Information about the next CCAC forum on January 24th was provided 6. Future meeting  Next CCAC meeting is Wednesday, January 30th 7. Adjournment 1 Cubberley Community Advisory Committee (CCAC) DRAFT Action Notes Meeting # 19 January 30, 2013 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Theater 5:30-7:30 PM 1. Welcome and call to order 2. Oral communications  None 3. Approval of the January 16 meeting action notes  Approved 4. Community Needs Subcommittee presentation on how to select future Cubberley tenants when space becomes available  Presentation was made by Community Needs Subcommittee Chair Diane Reklis  SEE ATTACHED POWER POINT  CCAC members had a conversation about the pros and cons of this methodology  CCAC member Penny Ellson asked if the presented selection criteria would be helpful to policymakers.  Multiple CCAC members asked if it would be possible to really quantify all tenants in this way  CCAC members recognized that the process for selecting new tenants was difficult but did not believe that the presented methodology would be that easy to implement and had concerns about being able to accurately quantify the applicants in the manner presented 2 5. Continued discussion and voting on initial Cubberley policy proposals CCAC Members Present for Voting Ken Allen Tom Crystal Diane Reklis Susan Bailey Penny Ellson Jim Schmidt Bern Beecham Sheri Furman Lanie Wheeler Michael Bein Jennifer Hetterly Jean Wilcox Lessa Bouchard Claire Kirner Anne Wilson Brian Carilli Mandy Lowell Mike Cobb John Markevitch  Susan Bailey left  Question # 1 Discussed: Should the CCAC recommend the inclusion of the next five-years of deferred maintenance costs in a 2014 bond measure?  Group discussed pros and cons of going out for such funds and whether or not it should be limited to the first five years  Based on the direction of the conversation by the group, Deputy City Manager Steve Emslie proposed wording the following recommendation as follows: Recommendation Vote The CCAC recommends the City Council include in a 2014 bond measure the flexibility to include capital improvements necessary to maintain building life for 10 years at Cubberley 18-0-0  Lessa Bouchard left  Question # 2 Discussed: Given the flattening and potential decline in UUT revenues, should the new lease continue to include an automatic CPI inflator?  CCAC members decided not to vote on this  Question # 3 Discussed: In the new lease, should PAUSD contribute to the cost of ongoing maintenance and routine repairs?  CCAC members decided not to vote on this  Question # 4 Discussed: There have been $18 M of capital improvements which have been identified to extend the life of the buildings for 25 years ($10 M on PAUSD owned buildings; $8 M on City owned buildings). Funding for these improvements has not been identified. Should the costs be shared between the City and PAUSD?  By way of the vote on Question # 1 the CCAC decided there will not be a vote on Question # 4  Question # 5 Discussed: What should the CCAC recommend occur in the event that the City and PAUSD are not able to successfully accomplish the task that will be outlined for them to complete in the first five years of a lease extension?  CCAC members decided not to make a recommendation on this 3  CCAC members then had a discussion about a recommendation made on December 19, 2012 that ended in a 10-3-5 vote and how by changing the categorization of the vote they would be able to more accurately reflect the tone of the conversation that night. From that conversation they came up with the following recommendation: Recommendation Vote Change the recommendation made on December 19, 2012 that reads “The CCAC should recommend a five year lease extension that is automatically extended to ten years if certain milestones are met” from a recommendation to a straw vote 17-0-0  It was also requested and agreed upon that the dates of any policy recommendation votes should be added to any record of them 6. Discussion of the CCAC final report outline  Finance Subcommittee reported they are on their second to last draft  School Needs subcommittee reported they are almost done with their report  Finance Subcommittee reported they are basically done with their report but might need to clean it up slightly  Community Needs Subcommittee is down to the final revisions of their report 7. Discussion of how the CCAC will present its final report and findings  Co-Chair Mike Cobb reported his plan for presenting the CCAC’s findings, the main element of which is holding a joint, public meeting in early March with the City Council and School Board at Cubberley  The CCAC was agreeable to this and staff will poll the policymakers for that joint session 8. Future meetings  Next meeting is Wednesday, February 13, 2013 at 5:30 PM 9. Adjournment 1   Cubberley Community Advisory Committee (CCAC)    Action Notes    Meeting # 20    February 13, 2013  Cubberley Community Center  4000 Middlefield Road, Palo Alto, CA 94303  Room H‐1  5:30‐7:30 PM      1. Welcome and call to order    2. Oral communications   None    3. Approval of the January 30 meeting action notes   Approved    4. Update and discussion on the February 7, 2013 CPAC meeting   Co‐Chair Mike Cobb conveyed the message that he felt he received from Mayor  Scharff that the CCAC’s recommendations don’t seem to be specific enough   School Needs Subcommittee Chair Bern Beecham brought up the concern that some  members of the CPAC expressed that the CCAC’s current recommendations seem to  be “kicking the can down the road”   Finance Subcommittee Chair Lanie Wheeler conveyed that the three City Council  members of the CPAC expressed some concern that the CCAC was not making a  recommendation of what the City should do with their eight acres on its own in the  event that joint‐use doesn’t work out   Co‐Chair Mandy Lowell conveyed that the CPAC might need clarification on the term  joint‐use and what is meant by that.  o Does the CCAC really mean integrated use or do they mean joint‐use?   Beecham also conveyed the message that some members of the CPAC want to use  citizen volunteers and not consultants to do the next round of work the CCAC is  recommending  o Cobb noted that because of this the CCAC needs to make the case for what  professionals bring to the table    5. Presentation and discussion of the Facilities Subcommittee and School Needs  Subcommittee draft final reports  2  Beecham started by going through the draft School Needs Subcommittee final report   Beecham noted his group did not try to dispute the projections of the PAUSD  demographer   Beecham noted the uncertainty surrounding ABAG and how it could impact both  school enrollment and the overall City population   Beecham reiterated the main drivers of enrollment increases are the economy and  housing growth along with the sustained quality of the PAUSD schools  o As long as those stay somewhat stable over time the projections are fine for  the most part   Beecham is happy to take input on how he can clarify any recommendations the  School Needs Subcommittee is making and why   Facilities Subcommittee Chair Jennifer Hetterly then went through the draft Facilities  Subcommittee final report   The CCAC went over again the issues that have arisen with joint‐use and the  implications they have related to future facilities and a joint‐use master plan   CCAC decided not to make changes to the report as drafted and keep the  recommendations general in nature as they currently are   CCAC member Brian Carilli reminded the CCAC that five years is a long time in a lot of  instances but not in long term, join‐use planning such as this    6. Presentation and discussion of what is meant by joint‐use   CCAC clarified that their vision is for true joint‐use of the buildings with PAUSD and  the rest of the community using the same buildings at different times   Deputy City Manager Steve Emslie reiterated the comments he had heard about  people being concerned with the general public using buildings with school students  so what joint‐use specifically means needs to be clarified    7. Discussion of next steps and the final report review process   Joint City Council/PAUSD forum where the CCAC will present their findings will be  scheduled for early to mid‐March  o The final report will be distributed one week in advance     8. Future meetings   Next meeting: Wednesday, February 20    9. Adjournment  1 Cubberley Community Advisory Committee (CCAC) Action Notes Meeting # 21 February 20, 2013 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Cubberley Theater 5:30 PM 1. Welcome and call to order 2. Oral communications  None 3. Approval of the February 13 meeting action notes  Approved as amended to clarify CCAC School Needs Subcommittee Chair Bern Beecham’s statement on ABAG changes 4. Presentation and discussion of the Finance Subcommittee and Community Needs Subcommittee draft final reports  CCAC Finance Subcommittee Chair Lanie Wheeler presented the draft Finance Subcommittee final report  Wheeler gave an overview of their draft final report and the major recommendations in it  Wheeler answered questions about their draft recommendation 4.3: “One Time Re‐Development of Cubberley” and how that process would go  CCAC members clarified that a clear figure on what it will cost to construct a joint‐use facility would be helpful at this time, and will be necessary in the future, but currently one does not exists so only ranges of what those costs might be should be presented  CCAC Finance Subcommittee member Susan Bailey and Wheeler explained how a joint‐use facility could be bonded through a vote that only requires the 55% vote threshold (versus the two‐thirds vote threshold) if it is done through the PAUSD  CCAC Finance Subcommittee member Anne Wilson in response to CCAC member concerns agreed to add line items to draft recommendation 4.3: “One Time Re‐Development of Cubberley” to clarify the costs associated with a Cubberley joint‐use rebuild  CCAC Community Needs Subcommittee Chair Diane Reklis presented the draft Community Needs Subcommittee final report 2  CCAC members had a discussion on the proposed community needs assessment and how both the City and the PAUSD would be involved in that  CCAC members concluded that the City and PAUSD should work on the community needs assessment cooperatively from the beginning  CCAC members also agreed that professionals were needed for the community needs assessment and the site programing they are recommending o CCAC members agreed they are not qualified to do, or capable of doing, these tasks themselves as the CPAC has suggested because of the magnitude of the scope of work  Community Needs Subcommittee reminded the CCAC that the City and PAUSD have worked together for a while at school sites by having City childcare on elementary school sites 5. Discussion of next steps  CCAC final report is due to the printer on Friday, March 8  CCAC final report will be distributed on Wednesday, March 13  CCAC final report forum is likely to be Wednesday, March 20 6. Future meetings  Next meeting will be Thursday, February 28th instead of Wednesday, February 27th because the State of the City speech is February 27th o The meeting will start at 5:30 PM and will not have an end time to ensure are necessary issues are resolved 7. Adjournment 1 Cubberley Community Advisory Committee (CCAC) DRAFT Action Notes (Will stay draft as these are the action notes from the last meeting so they can’t be approved) Meeting # 22 February 28, 2013 Cubberley Community Center 4000 Middlefield Road, Palo Alto, CA 94303 Cubberley Theater 5:30 PM 1. Welcome and call to order 2. Oral communications  None 3. Approval of the February 20 meeting action notes 4. Presentation and discussion of the draft CCAC Final Report Problems & Solutions summary document  CCAC discussed a number of edits they wanted made to the CCAC Problems & Solutions summary document o CCAC decided to call it the Opportunities & Solutions document in the final report instead of the CCAC Problems & Solutions summary document  CCAC member Penny Ellson requested there be a history of Cubberley up front that lays out a lot of the big picture issues and facts that are the basis for the CCAC’s conclusions  City of Palo Alto Deputy City Manager Steve Emslie recommended an expanded history based on what is currently described in the document  Ellson also requested a greater emphasis on site accessibility occur in the document  CCAC School Needs Subcommittee Chair Bern Beecham suggested that who owns which acres at Cubberley should be clarified in the document  CCAC member Brian Carilli reiterated “the owners are the public”  CCAC Facilities Subcommittee Chair Jennifer Hetterly raised the issue of when the property will be taken back under School District control versus when a new high school will open 2  Beecham stated he felt there was a bias in the document towards the City in the tone of what was written and the editor should work to change that o The group agreed a bias was not intended  CCAC agreed to strengthen the point that what is needed is the best solution for the community as a whole not for just the City or the School District  CCAC continued talking through each page of the draft CCAC Final Report Problems & Solutions summary document making changes as they went  Beecham stated that $7 M would be equally painful a loss for the School District as it would be for the City  Prior to the end of the meeting Hetterly moved, seconded by Ellson, that the City should not relinquish ownership of its 8 acres on the Cubberley site CCAC Members Present for Voting Jerry August Penny Ellson Rachel Samoff Bern Beecham Sheri Furman Jim Schmidt Lessa Bouchard Jennifer Hetterly Lanie Wheeler Brian Carilli Claire Kirner Jean Wilcox Mike Cobb Mandy Lowell Anne Wilson Tom Crystal Diane Reklis Recommendation Vote The City should not relinquish ownership of its 8 acres 13-4-0 5. Discussion of next steps  CCAC decided they did not need to meet again  CCAC agreed that all edits could be incorporated by the report editor CCAC Co-Chair Mike Cobb 6. Future meetings  None 7. Adjournment Cubberley Master Plan Cubberley Site Option Maps Meeting No. 4, 7/11/2012 2 3 Cu b b e r l e y C o m m u n i t y  Ce n t e r Cu r r e n t  Fa c i l i t i e s  vs .  Ma s t e r  Pl a n  Pr o g r a m 4 5 6 7 8 City of Palo Alto Financial Outlook Presentation Meeting No. 6, 8/8/2012 Cu b b e r l e y  Co m m u n i t y  Ad v i s o r y   Co m m i t t e e Au g u s t  8,  20 1 2 1 Ge n e r a l  Fu n d  Fo u r ‐Ye a r  Vi e w FY  20 1 0 Ad o p t e d FY  20 1 1   Ad o p t e d FY  20 1 2   Ad o p t e d FY  20 1 3   Pr o p o s e d To t a l Ga p $1 0 . 0 $ 7 . 3 $ 3 . 2 $ 5 . 8 $2 6 . 3 On e ‐Ti m e   Ad j u s t m e n t s $3 . 0 $ 0 $ 3 . 3 $ 3 . 4 $9 . 7 St r u c t u r a l Ad j u s t m e n t s $7 . 0 $ 7 . 3 $ 0 $ 2 . 4 $1 6 . 7 2 3 FY  20 1 3  Ge n e r a l  Fu n d  Bu d g e t  Ga p (i n m i l l i o n s ) Be g i n n i n g G a p ( 4 / 3 0 ) ( $ 5 . 8 4 4 ) Re v e n u e a d j u s t m e n t s 4 . 4 7 4 Re v i s e d B u d g e t G a p ( 1 . 3 7 0 ) Ne t c h a n g e s i n o p e r a t i n g b u d g e t 1 . 0 4 8 Ad d i t i o n a l i n f r a s t r u c t u r e f u n d i n g ( 2 . 2 0 0 ) Le s s P u b l i c S a f e t y C o n c e s s i o n s 1 . 5 0 0 Pr o p o s e d B u d g e t ( $ 1 . 0 2 2 ) Ad j u s t m e n t s 6 3 2 Fi n a l B u d g e t G a p *( 3 9 0 ) *C o u n c i l a p p r o v e d a o n e - t i m e r e s e r v e d r a w 4 Ge n e r a l  Fu n d  Im p a c t s  Cl o s e d  St a t i o n  7 (S L A C  –9  po s i t i o n s )  Ad d e d  6 Pa r a m e d i c    & 4 Op e r a t i o n s  Po s i t i o n s  El i m i n a t e d  6 Fi r e f i g h t e r  Po s i t i o n s  Fr o z e  7 Po l i c e  Of f i c e r  Po s i t i o n s  El i m i n a t e d  po s i t i o n s  in  Pl a n n i n g  , Pu b l i c   Wo r k s  an d  Co m m u n i t y  Se r v i c e s  Fr o z e  5 Li b r a r y  po s i t i o n s    In c r e a s e d  so m e  mu n i c i p a l  fe e s  Re d u c e d  st a f f  in  An i m a l  Se r v i c e s  (e f f e c t i v e   Ja n u a r y ) Ge n e r a l  Fu n d  Re v e n u e  by  Ty p e $1 5 3 . 0  Mi l l i o n 5 Ge n e r a l  Fu n d  Ma j o r  Re v e n u e s 6 Ge n e r a l  Fu n d  Ex p e n s e  by  Ca t e g o r y $1 5 2  Mi l l i o n 7 8 Ge n e r a l  Fu n d  Ex p e n d i t u r e s 9 Ci t y w i d e  Bu d g e t  Su m m a r y (i n  mi l l i o n s ) Op e r a t i n g C a p i t a l T o t a l P e r c e n t of T o t a l Ge n e r a l F u n d $ 1 5 3 . 0 $ 2 3 . 9 $ 1 7 6 . 9 3 7 . 1 % En t e r p r i s e F u n d s $ 2 6 4 . 7 $ 3 5 . 8 $ 3 0 0 . 5 6 2 . 9 % To t a l $ 4 1 7 . 7 $ 5 9 . 7 $ 4 7 7 . 4 1 0 0 % * E x c l u d e s I n t e r n a l S e r v i c e F u n d C I P s t o t a l i n g $ 3 . 7 m i l l i o n 10 Y e a r T r e n d - C i t y w i d e P e n s i o n E x p e n s e Pa i d b y C i t y ( $ M i l l i o n s , F Y 2 0 1 2 F o r e c a s t e d , F Y 2 0 1 3 A d o p t e d ) 11 Ca p i t a l  Pr o j e c t s  by  Fu n d $6 2 . 9 0  Mi l l i o n 12 13 En t e r p r i s e F u n d s O v e r v i e w Av e r a g e R e s i d e n t i a l U t i l i t y B i l l • Ga s r a t e d e c r e a s e – 1 0 % a v e r a g e • Re s i d e n t i a l 3 2 . 7 % ( a s o f M a r c h 2 0 1 2 ) • Wa t e r r a t e i n c r e a s e – 1 5 % • Re f u s e r a t e i n c r e a s e – v a r i e s , a b o v e r e f l e c t s 3 2 - g a l c a n • Wa s t e w a t e r C o l l e c t i o n r a t e i n c r e a s e – 5 % • St o r m D r a i n & F i b e r O p t i c s r a t e i n c r e a s e 2 . 9 % ( C P I ) 14 En t e r p r i s e F u n d H i g h l i g h t s  Ut i l i t i e s  Or g a n i z a t i o n a l  As s e s s m e n t – Dr a f t  re p o r t  re c e i v e d  en d  of  Ju l y – De p a r t m e n t  ad d e d  3 FT E  an d  re c l a s s e d  2 FT E  La n d f i l l  Cl o s u r e  (R e f u s e  Fu n d ) – El i m i n a t e d  9 FT E – $8 . 9 M  ex p e n s e  de c r e a s e  wh i c h  in c l u d e s : • $1 . 6 M l a n d f i l l r e n t • $6 . 1 M l a n d f i l l c l o s u r e C I P • $0 . 4 M v e h i c l e m a i n t e n a n c e / r e p l a c e m e n t • $0 . 8 M p o s i t i o n e l i m i n a t i o n s & c h a n g e s 15 Ci t y w i d e  Po s i t i o n  Ch a n g e s FY 2 0 1 2 A d o p t e d F T E 1 , 0 1 6 . 6 0 Mi d y e a r C h a n g e s 8 . 2 5 FY 2 0 1 2 A d j u s t e d F T E ’ s 1 , 0 2 4 . 8 5 FY 2 0 1 3 P r o p o s e d C h a n g e s ( 1 0 . 5 ) FY 2 0 1 3 P r o p o s e d B u d g e t 1 , 0 1 4 . 3 5 * *I n c l u d e s 1 4 F r o z e n F T E Ci t y w i d e F T E i n F Y 2 0 1 1 w a s 1 , 0 7 8 . 5 0 F T E 16 Cu b b e r l e y  Co m m u n i t y  Ad v i s o r y   Co m m i t t e e Au g u s t  8,  20 1 2 PAUSD Financial Outlook Presentation Meeting No. 6, 8/8/2012 Pa l o A l t o U n i f i e d S c h o o l D i s t r i c t 1 20 1 2 - 1 3 Pr o p o s e d B u d g e t Ju n e 1 2 , 2 0 1 2 2 BU D G E T D E V E L O P M E N T / F I N A N C I A L RE P O R T I N G / C A L E N D A R FO R T H E 2 0 1 2 - 1 3 & 2 0 1 3 - 1 4 B U D G E T Ju n e 2 0 1 2 A d o p t i o n o f 2 0 1 2 - 1 3 P A U S D B u d g e t Ju l y 2 0 1 2 G o v e r n o r S i g n s t h e 2 0 1 2 - 1 3 S t a t e B u d g e t Au g u s t 2 0 1 2 P r o p e r t y T a x P r o j e c t i o n s f r o m C o u n t y o f S a n t a C l a r a Se p t e m b e r 2 0 1 2 F i r s t R e v i s i o n o f 2 0 1 2 - 1 3 P A U S D B u d g e t No v e m b e r 2 0 1 2 C o u n t y C o n t r o l l e r - T r e a s u r er P r o p e r t y T a x P r o j e c t i o n U p d a t e De c e m b e r 2 0 1 2 F i r s t I n t e r i m P A U S D F i n a n c i a l R e p o r t De c e m b e r 2 0 1 2 P A U S D E n r o l l m e n t P r o j e c t i o n s Ja n u a r y 2 0 1 3 R e l e a s e o f G o v e r n o r ’ s R e c o m m e n d e d 2 0 1 3 - 1 4 S t a t e B u d g e t Fe b r u a r y 2 0 1 3 C o u n t y C o n t r o l l e r - T r e a s u r er P r o p e r t y T a x P r o j e c t i o n U p d a t e Ma r c h 2 0 1 3 S e c o n d I n t e r i m P A U S D F i n a n c i a l R e p o r t Ma y 2 0 1 3 S t a t e B u d g e t U p d a t e Ma y 2 0 1 3 G o v e r n o r ’ s M a y R e v i s e & P r o p e r t y T a x P r o j e c t i o n U p d a t e Ju n e 2 0 1 3 A d o p t i o n o f 2 0 1 3 - 1 4 P A U S D B u d g e t Ju l y 2 0 1 3 G o v e r n o r S i g n s S t a t e B u d g e t 3 Ag e n d a  Es t i m a t e d A c t u a l s f o r 2 0 1 1 - 1 2  Pr o p o s e d B u d g e t f o r 2 0 1 2 - 1 3  Re v e n u e a n d e x p e n s e s  Tr e n d s  Bu d g e t b a l a n c i n g  Mu l t i y e a r p r o j e c t i o n s  Un c e r t a i n t i e s  Go v e r n o r ’ s t a x i n i t i a t i v e  Do w n s i d e r i s k / u p s i d e p o t e n t i a l  We i g h t e d S t u d e n t F o r m u l a 4 20 1 1 - 1 2 E s t i m a t e d A c t u a l s  Ba s i s f o r 2 0 1 2 - 1 3 B u d g e t  Es t i m a t e d F u n d b a l a n c e a v a i l a b l e t o m i t i g a t e f u t u r e b u d g e t cu t s o f $ 1 2 . 7 m i l l i o n , a n i n c r e a s e o f $ 3 5 0 k s i n c e s e c o n d in t e r i m  In c r e a s e d u e t o :  In c r e a s e i n p r o p e r t y t a x , l o t t e r y , a n d K - 3 C S R r e v e n u e  De c r e a s e i n s t a f f i n g b u d g e t s , s p e c i a l e d u c a t i o n N P S , a n d de p a r t m e n t a l b u d g e t s  On e - t i m e s a v i n g s o f $ 1 . 3 m i l l i o n i n m e n t a l h e a l t h c o s t s , de s i g n a t e d i n t h e e n d i n g f u n d b a l a n c e 5 20 1 2 - 1 3 P r o p o s e d B u d g e t 6 20 1 2 - 1 3 Pr o p o s e d Bu d g e t BE G I N N I N G F U N D B A L A N C E Re s t r i c t e d / R e s e r v e d / D e s i g n a t e d Av a i l a b l e t o M i t i g a t e F u t u r e B u d g e t C u t s $3 1 , 1 0 5 , 9 8 8 $1 8 , 3 8 7 , 1 8 0 $1 2 , 7 1 8 , 8 0 8 IN C O M E $1 5 7 , 6 9 9 , 7 1 8 EX P E N D I T U R E S $ 1 6 3 , 2 4 1 , 2 1 9 Ex c e s s o f R e v e n u e s o v e r E x p e n s e s ( U n r e s t r i c t e d ) ( $ 5 , 5 4 1 , 5 0 4 ) EN D I N G F U N D B A L A N C E Re s t r i c t e d / R e s e r v e d / D e s i g n a t e d Av a i l a b l e t o M i t i g a t e F u t u r e B u d g e t C u t s $2 5 , 5 6 4 , 4 8 4 $1 8 , 4 1 3 , 8 1 4 $7 , 1 5 0 , 6 7 0 So u r c e o f G e n e r a l F u n d s 2 0 1 2 - 1 3 7 20 1 2 - 1 3 P r o p o s e d B u d g e t - R e v e n u e s  2. 0 % p r o p e r t y t a x g r o w t h ( $ 2 , 2 2 3 , 0 0 0 )  Bu d g e t i s b a s e d u p o n G o v e r n o r ’ s M a y r e v i s i o n  $5 . 3 m i l l i o n a d d i t i o n a l r e d u c t i o n d u e t o s t a t e c o m m u n i t y f u n d e d di s t r i c t “ f a i r s h a r e ” c u t s ( t o t a l r e d u c t i o n - $ 1 2 . 6 m i l l i o n )  Pa r c e l t a x - $ 1 1 , 9 0 0 , 0 0 0  PI E i n c o m e - $ 4 , 5 0 0 , 0 0 0  Le a s e r e v e n u e – 3 % i n c r e a s e  No s t a t e / f e d e r a l c a r r y o v e r d o l l a r s i n c l u d e d , o n l y 1 2 - 1 3 r e v e n u e 8 Re v e n u e T r e n d s – S o u r c e s 9 ‐ 2, 0 0 0 , 0 0 0   4, 0 0 0 , 0 0 0   6, 0 0 0 , 0 0 0   8, 0 0 0 , 0 0 0   10 , 0 0 0 , 0 0 0   12 , 0 0 0 , 0 0 0   14 , 0 0 0 , 0 0 0   16 , 0 0 0 , 0 0 0   18 , 0 0 0 , 0 0 0   20 0 8 ‐09 2 0 0 9 ‐10 2 0 1 0 ‐11 2 0 1 1 ‐12 2 0 1 2 ‐13 St a t e  Fu n d i n g Pa r c e l  Ta x Le a s e s  ‐ Su r p l u s  Si t e s Fe d e r a l  Fu n d i n g PI E  Fu n d i n g Re v e n u e T r e n d s – P e r S t u d e n t F u n d i n g 10 T o t a l  Fu n d i n g * 20 0 8 ‐09 2 0 0 9 ‐10 2 0 1 0 ‐11 2 0 1 1 ‐ 12 2 0 1 2 ‐13 Pr o p e r t y  Ta x 1 0 6 , 1 9 4 , 1 3 4            10 9 , 2 8 9 , 6 9 5   11 0 , 1 2 6 , 7 6 7   11 1 , 2 0 7 , 0 0 0   11 3 , 3 8 3 , 0 0 0   Pr o p e r t y  Ta x  ‐   Sp e c i a l  E d 2 , 7 8 8 , 5 3 7                      2, 9 8 4 , 6 6 3            2, 8 9 1 , 6 4 1            2, 7 5 6 , 3 5 6            2, 4 8 3 , 8 3 8            Pa r c e l  Ta x 9 , 3 4 6 , 2 0 4                      9, 4 5 2 , 0 7 3            11 , 3 8 3 , 6 1 7        11 , 6 8 3 , 5 1 2      11 , 6 8 3 , 9 3 3        St a t e  F u n d i n g 1 6 , 8 7 7 , 1 6 8                12 , 8 0 6 , 1 0 8        13 , 8 5 5 , 5 2 8        10 , 0 9 5 , 5 6 7      5, 3 3 3 , 2 6 0            Fe d e r a l  Fu n d i n g 5 , 2 5 8 , 1 9 3                      5, 2 6 7 , 7 9 6            5, 2 3 6 , 7 4 1            5, 5 4 5 , 9 9 5            3, 3 9 0 , 9 8 1            Le a s e s  ‐   Su r p l u s  Si t e s 8 , 3 9 5 , 3 5 9                      8, 5 3 4 , 4 6 0            8, 7 2 7 , 2 3 2            8, 8 4 2 , 4 4 2            9, 1 7 5 , 2 4 1            To t a l  Fu n d i n g 14 8 , 8 5 9 , 5 9 5            14 8 , 3 3 4 , 7 9 5   15 2 , 2 2 1 , 5 2 6   15 0 , 1 3 0 , 8 7 2   14 5 , 4 5 0 , 2 5 3   In c r e a s e  fr o m  20 0 8 ‐09 ( 3 , 4 0 9 , 3 4 2 )    %  In c r e a s e  fr o m  20 0 8 ‐09 ‐2% * Ex c l u d i n g  lo c a l  so u r c e s E n r o l l m e n t 11 t h  Da y  En r o l l m e n t 1 1 , 4 3 1                                  11 , 6 8 0                        12 , 0 2 4                        12 , 2 8 6                        12 , 4 6 6                        In c r e a s e  fr o m  20 0 8 ‐09 1 , 0 3 5                    %  In c r e a s e  fr o m  20 0 8 ‐09 9 % D e c r e a s e  fr o m  20 0 8 ‐09 ( 1 , 3 5 5 ) $             %  D e c r e a s e  fr o m  2 0 0 8 ‐09 ‐10 % *N o t e s :  To t a l  Ge n e r a l  Fu n d  Re v e n u e  do e s  no t  in c l u d e  do n a t i o n s  fr o m  PI E ,  PT A  or  an y  ot h e r  do n a t i o n s   an d  lo c a l  re v e n u e  to  th e  sc h o o l s . Us e o f G e n e r a l F u n d s 2 0 1 2 - 1 3 11 20 1 2 - 1 3 P r o p o s e d B u d g e t - E x p e n d i t u r e s  Pe r s o n n e l B u d g e t s  St e p a n d C o l u m n c o s t s f o r a l l e m p l o y e e s  10 g r o w t h t e a c h e r s ( 8 r e g u l a r c l a s s r o o m t e a c h e r s an d 2 s p e c i a l e d u c a t i o n t e a c h e r s )  Pu b l i c E m p l o y e e R e t i r e m e n t S y s t e m ( P E R S ) r a t e in c r e a s e s f r o m 1 0 . 9 2 3 % t o 1 1 . 4 1 7 % ( $ 1 2 5 , 0 0 0 )  Un e m p l o y m e n t I n s u r a n c e ( U I ) r a t e d e c r e a s e s f r o m 1. 6 1 % t o 1 . 1 0 % ( $ 5 0 0 , 0 0 0 )  He a l t h a n d W e l f a r e d e c r e a s e s d u e t o l o s s o f o n e - t i m e Fe d e r a l J o b s F u n d s ( $ 1 . 4 m i l l i o n ) , a l t h o u g h c a r r y o v e r fu n d s s t i l l a v a i l a b l e 12 20 1 2 - 1 3 P r o p o s e d B u d g e t - E x p e n d i t u r e s  Ot h e r n o n p e r s o n n e l b u d g e t s :  Ut i l i t i e s  3% i n c r e a s e i n e l e c t r i c a n d r e f u s e  20 % i n c r e a s e i n w a t e r  20 % d e c r e a s e i n g a s  10 % i n c r e a s e i n n o n - p u b l i c s c h o o l t u i t i o n an d p l a c e m e n t ( $ 4 0 0 , 0 0 0 )  Bu d g e t f o r o t h e r o p e r a t i n g s e r v i c e s a n d co n t r a c t s r e m a i n r e l a t i v e l y f l a t 13 Bu d g e t B a l a n c i n g P l a n  $8 . 1 m i l l i o n b u d g e t d e f i c i t p r o j e c t e d , i f t h e Go v e r n o r ’ s t a x i n i t i a t i v e d o e s n o t p a s s ( $ 5 . 3 m i l l i o n cu t t o P A U S D  Pr o p o s e d b u d g e t i n c l u d e s :  $2 . 6 m i l l i o n i n r e v e n u e e n h a n c e m e n t s a n d b u d g e t re d u c t i o n s  $5 . 5 m i l l i o n u s e o f f u n d b a l a n c e  No r e d u c t i o n s t o s i t e s 14 15 10 . 2 0 % 10 . 6 9 % 12 . 7 7 % 5. 6 2 % 0. 3 6 % 8. 1 9 % 6. 9 6 % 9. 9 9 % 7. 1 4 % 11 . 1 5 % 2. 9 2 % 0. 9 4 % 1. 1 6 % 2. 0 0 % 2. 0 0 % 2. 0 0 % 2. 0 0 % 2. 0 0 % 2. 0 0 % 0. 0 0 % 2. 0 0 % 4. 0 0 % 6. 0 0 % 8. 0 0 % 10 . 0 0 % 12 . 0 0 % 14 . 0 0 % 1999-00 2000-01 2001-02 2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13* 2013-14* 2014-15* 2015-16* 2016-17* 2017-18* Ch a n g e I n P r o p e r t y T a x R e v e n u e Am o u n t a n d P e r c e n t a g e *E s t i m a t e $8 3 7 , 0 7 2 $1 , 0 3 3 , 2 3 3 $3 , 0 9 5 , 5 6 1 $2 , 2 2 3 , 2 0 0 $2 , 4 0 6 , 4 6 3 $2 , 4 5 4 , 5 9 2 $4 , 8 9 7 , 6 0 9 $5 , 6 5 7 , 4 2 2 $7 , 4 8 1 , 6 4 3 $3 , 7 1 4 , 3 5 5 $2 4 8 , 0 1 2 $5 , 7 3 5 , 5 6 2 $5 , 2 6 9 , 3 4 9 $8 , 0 9 1 , 2 2 5 $6 , 3 6 2 , 2 9 8 $1 0 , 6 4 8 , 3 9 6 $2 , 2 6 7 , 6 6 4 $2 , 3 1 3 , 0 1 7 $2 , 3 5 9 , 2 7 8 16 3. 1 6 % 0. 0 5 % -0 . 7 9 % 2. 0 0 % 1. 8 7 % 1. 9 6 % 1. 5 4 % 2. 1 6 % 2. 1 5 % 2. 3 2 % 2. 1 1 % 2. 9 5 % 2. 1 8 % 1. 4 7 % 2. 2 9 % 2. 0 9 % 2. 4 8 % 2. 0 0 % 2. 0 0 % -1 . 0 0 % -0 . 5 0 % 0. 0 0 % 0. 5 0 % 1. 0 0 % 1. 5 0 % 2. 0 0 % 2. 5 0 % 3. 0 0 % 3. 5 0 % 1999-00 2000-01 2001-02 2002-03 2003-04 2004-05 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13* 2013-14* 2014-15* 2015-16* 2016-17* 2017-18* Ch a n g e I n E n r o l l m e n t # o f S t u d e n t s a n d P e r c e n t a g e 27 2 30 7 5 20 3 -7 9 19 9 19 0 23 1 23 5 25 9 24 1 34 4 26 2 18 0 16 2 26 6 28 5 32 3 27 2 *E s t i m a t e 17 6. 8 2 % 10 . 6 3 % 13 . 6 7 % 3. 5 5 % -1 . 4 9 % 6. 1 1 % 5. 3 4 % 7. 6 6 % 4. 8 9 % 8. 6 3 % 0. 7 7 % -2 . 1 2 % -1 . 2 1 % 0. 5 3 % -0 . 2 8 % -0 . 0 8 % -0 . 4 7 % -0 . 0 4 % 0. 0 0 % -4 . 0 0 % -2 . 0 0 % 0. 0 0 % 2. 0 0 % 4. 0 0 % 6. 0 0 % 8. 0 0 % 10 . 0 0 % 12 . 0 0 % 14 . 0 0 % 16 . 0 0 % Ch a n g e I n P r o p e r t y T a x R e v e n u e P e r S t u d e n t Am o u n t a n d P e r c e n t a g e $3 3 7 $5 6 1 -$ 1 0 2 $2 3 5 $7 9 8 $3 8 3 $4 1 3 $5 7 9 $3 9 8 $7 2 $7 4 2 -$ 1 9 8 $4 8 -$ 1 1 1 -$ 8 -$ 4 3 -$ 3 *E s t i m a t e $0 As s u m p t i o n s i n 2 0 1 3 - 1 4 t o 2 0 1 7 - 1 8 Pr o j e c t i o n s  We a k g r o w t h o u t l o o k f o r t h e n a t i o n a l a n d s t a t e e c o n o m y  On g o i n g $ 1 2 . 6 m i l l i o n s t a t e “ f a i r s h a r e ” c u t  Pr o p e r t y t a x g r o w t h a t 2 % f o r a l l f i v e y e a r s  Ex p e n s e s f o r t h i r t e e n t h e l e m e n t a r y s i t e a n d l o s s o f r e n t a l re v e n u e f o r G a r l a n d s i t e b e g i n n i n g i n 2 0 1 4 - 1 5  Es t i m a t e d f u n d b a l a n c e a v a i l a b l e t o m i t i g a t e f u t u r e b u d g e t cu t s o f $ 1 2 . 7 m i l l i o n w i l l b e f u l l y e x h a u s t e d b y t h e e n d o f 20 1 4 - 1 5 18 Es t i m a t e d G e n e r a l F u n d & B a s i c A i d R e s e r v e s 19 Re s e r v e f o r E c o n o m i c Un c e r t a i n t i e s Fu n d B a l a n c e Av a i l a b l e t o M i t i g a t e Fu t u r e B u d g e t C u t s Ba s i c A i d R e s e r v e TO T A L E S T I M A T E D EN D I N G R E S E R V E TO T A L G E N E R A L FU N D EX P E N D I T U R E S 20 1 1 - 1 2 $4 . 8 3 . 0 % $1 2 . 7 7 . 8 % $9 . 5 5 . 8 % 20 1 2 - 1 3 $4 . 9 3 . 0 % $7 . 2 4 . 4 % $9 . 5 5 . 8 % 20 1 3 - 1 4 $4 . 9 3 . 0 % $3 . 4 2 . 1 % $9 . 5 5 . 8 % 20 1 4 - 1 5 $5 . 0 3 . 0 % $0 . 0 0 . 0 % $9 . 5 5 . 7 % 20 1 5 - 1 6 $5 . 0 3 . 0 % $0 . 0 0 . 0 % $9 . 5 5 . 8 % $2 7 . 0 1 6 . 6 % $ 2 1 . 6 1 3 . 2 % $ 1 7 . 8 1 0 . 9 % $ 1 4 . 5 8 . 7 % $ 1 4 . 5 8 . 8 % $1 6 2 . 4 $ 1 6 3 . 2 $ 1 6 4 . 4 $ 1 6 6 . 2 $ 1 6 5 . 9 * A l l a m o u n t s i n m i l l i o n s Im p a c t o f G o v e r n o r ’ s T a x I n i t i a t i v e 20 If  ta x  in i t i a t i v e  fa i l s 20 1 2 - 1 3 2 0 1 3 - 1 4 2 0 1 4 - 1 5 2 0 1 5 - 1 6 2 0 1 6 - 1 7 2 0 1 7 - 1 8 Def i c i t 8 , 1 3 6 , 5 0 4 7 , 5 6 5 , 3 6 9 7 , 1 3 2 , 7 8 0 5 , 2 4 9 , 4 9 5 7 8 3 , 5 7 5 6 4 9 , 8 7 1 Bud g e t S o l u t i o n s 2 , 5 9 5 , 0 0 0 3 , 8 2 5 , 0 0 0 3 , 8 1 1 , 1 6 4 5 , 2 4 1 , 8 5 0 8 7 6 , 5 3 0 7 4 7 , 8 9 0 Use F u n d B a l a n c e 5 , 5 6 8 , 1 3 8 3 , 7 7 3 , 6 3 6 3 , 3 7 7 , 0 3 4 - - - En d i n g F u n d B a l a n c e A v a i l a b l e t o M i t i g a t e B u d g e t C u t s 7 , 1 5 0 , 6 7 0 3 , 3 7 7 , 0 3 4 - - - - If  ta x  in i t i a t i v e  pa s s e s 20 1 2 - 1 3 2 0 1 3 - 1 4 2 0 1 4 - 1 5 2 0 1 5 - 1 6 2 0 1 6 - 1 7 2 0 1 7 - 1 8 Def i c i t 2 , 8 4 4 , 5 0 4 2 , 2 7 3 , 3 6 9 5 , 6 7 5 , 3 4 2 7 , 6 0 3 , 2 2 2 4 , 9 0 6 , 4 0 4 7 6 9 , 9 5 5 Bud g e t S o l u t i o n s 2 , 5 9 5 , 0 0 0 - - 3 , 4 7 2 , 7 4 9 4 , 8 7 9 , 2 7 6 8 6 4 , 4 7 7 Use F u n d B a l a n c e 2 7 6 , 1 3 8 2 , 4 2 1 , 3 8 6 5 , 8 4 5 , 3 8 3 4 , 1 7 5 , 9 0 1 - - En d i n g F u n d B a l a n c e A v a i l a b l e t o M i t i g a t e B u d g e t C u t s 1 2 , 4 4 2 , 6 7 0 1 0 , 0 2 1 , 2 8 4 4 , 1 7 5 , 9 0 1 - - - Bu d g e t  Sce n a r i o s  to  th e  Gov e r n o r ' s  Pro p o s a l Do w n s i d e R i s k  Go v e r n o r ’ s t a x i n i t i a t i v e f a i l s  We i g h t e d S t u d e n t F o r m u l a  Sl o w p r o p e r t y t a x g r o w t h  Hi g h e n r o l l m e n t g r o w t h 21 Up s i d e P o t e n t i a l  Go v e r n o r ’ s t a x i n i t i a t i v e p a s s e s  Pr o p e r t y t a x g r o w t h a b o v e 2 %  Lo w e r t h a n p r o j e c t e d e n r o l l m e n t g r o w t h 22 We i g h t e d S t u d e n t F o r m u l a  Go v e r n o r h a s u p d a t e d p r o p o s a l i n t h e M a y R e v i s e  Ed u c a t i o n C o a l i t i o n a n d m a n y l e g i s l a t o r s o p p o s e pr o p o s a l  Ma n y w i n n e r s a n d l o s e r s  Re l i e s o n u n r e a l i s t i c g r o w t h a s s u m p t i o n s o f f u n d i n g t o ed u c a t i o n  Co m m u n i t y f u n d e d d i s t r i c t s w o u l d l o s e a l l c a t e g o r i c a l fu n d i n g 23 City of Palo Alto Capital Budget Presentation Meeting No. 7, 8/22/2012 1  Cu b b e r l e y I n f r a s t r u c t u r e  Au g u s t  22 ,  20 1 2 2 IB R C Catc h - u p $4 1 . 5 3 Ke e p - u p $2 . 2 IB R C N e w Pr o j e c t s $2 1 0 . 7 f Cu b b e r l e y IB R C  Ne w  Pr o j e c t s 1 ‐ Pu b l i c  Sa f e t y ‐ Fi r e  St a t i o n  3&  4 ‐ MS C ‐ An i m a l  Se r v i c e s ‐ Ot h e r 2 1 IB R C l i s t e d w i t h n o a s s u m e d t i m e fr a m e f o r i m p l e m e n t a t i o n ; I B R C re c o m m e n d a t i o n s i n t e n t i o n a l l y ex c l u d e d e n t e r p r i s e f u n d s 2 Ci v i c C e n t e r , L A T r e a t m e n t Pl a n t , B y x b e e P h a s e I I , 1 0 1 Bi k e / P e d e s t r i a n B r i d g e IB R C  Re c o m m e n d a t i o n s IB R C Catc h - u p $4 1 . 5 3 Ke e p - u p $2 . 2 IB R C N e w Pr o j e c t s $2 1 0 . 7 f Co m p o s t Fa c i l i t y Cu b b e r l e y Po s t Of f i c e Ai r p o r t RW Q C P Cu b b e r l e y Pe d / Bi k e P l a n Ci t y +  Ne w  Pr o j e c t s IB R C  Ne w  Pr o j e c t s 1 ‐ Pu b l i c  Sa f e t y ‐ Fi r e  St a t i o n  3&  4 ‐ MS C ‐ An i m a l  Se r v i c e s ‐ Ot h e r  2 1 IB R C l i s t e d w i t h n o a s s u m e d t i m e f r a m e f o r i m p l e m e n t a t i o n ; I B R C r e c o m m e n d a t i o n s i n t e nt i o n a l l y ex c l u d e d e n t e r p r i s e f u n d s 2 Ci v i c C e n t e r , L A T r e a t m e n t P l a n t , B yx b e e P h a s e I I , 1 0 1 B i k e / P e d e s t r i a n B r i d g e 3 $4 . 2 M a n n u a l c a t c h - u p o v e r 1 0 y e a r s 6 7 8 Ac r e s Ch a r l e s t o n Sh o p p i n g Ce n t e r Ch a r l e s t o n Te r r a c e Ne i g h b o r h o o d Gr e e n M e a d o w Ne i g h b o r h o o d 8 Cu b b e r l e y I n f r a s t r u c t u r e  Ne e d s (T h o u s a n d s  of  $) Op e r a t i n g C I P T o t a l  CI P FY 2 0 1 2 C a t c h ‐Up K e e p  Up Ow n e d $ 3 8 1 $ 3 , 8 7 1 $    4, 4 8 0 $    8, 3 5 1 Le a s e d $ 3 6 1 $ 3 , 0 9 6 $    7, 3 8 0 $ 1 0 , 4 7 6 To t a l $ 7 4 2 $ 6 , 9 6 7 $ 1 1 , 8 6 0 $ 1 8 , 8 2 7 9 Cu b b e r l e y  St a t i s t i c s  35  To t a l  Ac r e s ‐ 27  Ac r e s  Sc h o o l  Di s t r i c t ‐ 8  Ac r e s  Ci t y  17 5 ,  54 0  sq . f t .  Bu i l d i n g ‐ 94 , 4 0 2    Sc h o o l  Di s t r i c t ‐ 76 , 1 3 8    Ci t y  75 0  Pa r k i n g  Sp a c e s ‐ 62 0 S c h o o l  Di s t r i c t ‐ 13 0 C i t y 10  Cu b b e r l e y I n f r a s t r u c t u r e    Au g u s t  22 ,  20 1 2 PAUSD Interests in Cubberley Presentation Meeting No. 7, 8/22/2012 8/22/2012 1 Cubberley Update Kevin Skelly, Ph.D. Superintendent August 21, 2012 Palo Alto Unified School District PAUSD Interests 1. Continuation of the revenue from the Lease and  Covenant.  Loss of this ongoing, almost $7 million  would require major structural cuts to the PAUSD  educational program. 2. Preservation of the option to reopen Cubberley  sometime in the future including the possibility of  multiple comprehensive schools / for maximal   usage for educational purposes  as a third  comprehensive  high school to meet            enrollment projections.  August 21, 2012 Palo Alto Unified School District 8/22/2012 2 Board Information Needed from CPAC & CCAC Clarifying current and desired uses for Cubberley  including possible combined use opportunities.   This would include the period under  consideration for renewal (the five years from  2014 to 2019) and more long term.  August 21, 2012 Palo Alto Unified School District Identifying criteria to prioritize present and  future community uses and examine Cubberley  capacity.   **While this is more an issue at the City level since they currently  have responsibility for the site, any scenario that places PAUSD  educational functions on the campus will either add to the  programs on the campus or reduce the non‐PAUSD space  available to the community.  August 21, 2012 Palo Alto Unified School District Board Information Needed from CPAC & CCAC 8/22/2012 3 Consider complementary infrastructure  maintenance needs of the site and alternative  ways to pay for them.  While there have been  some studies of these needs done in the past,  having the CCAC and CPAC’s thinking in these  areas would be helpful for the Board. August 21, 2012 Palo Alto Unified School District Board Information Needed from CPAC & CCAC Considering some post‐2014 Cubberley lease  alternatives that would give some certainty to  Cubberley users and the community while  meeting the interests of the District and the     City of Palo Alto. August 21, 2012 Palo Alto Unified School District Board Information Needed from CPAC & CCAC 8/22/2012 4 Additional Request to the Board – Regarding a Fourth Middle School Site Staff would like to explore the possibility of an  alternative site for a middle school and utilize  some consulting services to help in this regard.   While land for a middle school would be difficult  to find, staff believes that a strong effort to find a  suitable alternative space for a middle school is  warranted at this time. **BOARD APPROVED THIS REQUEST August 21, 2012 Palo Alto Unified School District PAUSD Capital Budget Presentation Meeting No. 7, 8/22/2012 Ca p i t a l  Bu d g e t s 20 1 2 ‐20 1 3 Pa l o  Al t o  Un i f i e d  Sc h o o l  Di s t r i c t   Ca p i t a l  Bu d g e t s Fu n d B e g .  Ba l . R e v e n u e • De f e r r e d  Ma i n t e n a n c e   $1 . 4  M $ 0 . 4  M • Pr o p e r t y  Fu n d $ 1 . 6  M $ 0 . 1  M • Bu i l d i n g  Pr o j e c t s  Fu n d $ 0 . 1  M$ ‐‐ ‐ M • Pl a n n e d  Ma i n t e n a n c e   $2 . 6  M$ ‐‐ ‐ M • Ca p i t a l  Fa c i l i t i e s  Fu n d $ 2 . 9  M $ 0 . 7  M • St r o n g  Sc h o o l s  Bo n d   $3 8 6 . 0  M$ ‐‐ ‐ M CCAC Problem Statement Matrix CCAC Forum No. 1, 11/8/2012 CU B B E R L E Y C O M M U N I T Y A D V I S O R Y C O M M I T T E E — P R O B L E M S T A T E M E N T C o m m u n i t y F a c i l i t i e s S c h o o l s F i n a n c e s n Ne e d to wo r k in a wi l l i n g pa r t n e r s h i p to d e t e r m i n e th e be s t us e of Cu b b e r l e y ’ s 35 a c r e s to se r v e th e en t i r e co m m u n i t y . n Ho w sh o u l d Ci t y ’ s ac r e s be us e d ? A 5 y e a r le a s e ex t e n s i o n mu s t in c l u d e pl a n s f o r sh o r t / m e d i u m te r m ma i n t e n a n c e w i t h a co m m i t m e n t to pl a n lo n g e r te r m . n Wh i c h pr o g r a m s cu r r e n t l y ho u s e d at C u b b e r l e y sh o u l d be re t a i n e d ? Wh i c h s h o u l d re m a i n th e r e an d wh i c h wi l l ne e d a l t e r n a t e lo c a t i o n s ? n Th e r e is a sig n i f i c a n t gr o w i n g li s t of d e f e r r e d ma i n t e n a n c e ne e d s . n Ho w ca n ne g o t i a t i o n of ne w le a s e / c o v - e n a n t te r m s mit i g a t e co s t s to PA an d i n c o r p o r a t e co m m i t m e n t s to cu r r e n t a n d me d i u m , te r m up k e e p an d fu t u r e c o o p e r a t i o n ? n Wh a t is th e po t e n t i a l fo r jo i n t Ci t y / S c h o o l us e an d ho w ca n co l l a b o r a t i o n / c o o p e r a t i o n be t w e e n PA an d PA U S D b e fo s t e r e d in th e sh o r t te r m to se c u r e a d e q u a t e lo n g te r m in v e s t m e n t / p l a n n i n g ? n Wh a t is th e im p a c t of bu i l d i n g st a n d a r d s r e q u i r e d fo r sc h o o l us e s ? n Ne e d to ma i n t a i n th e re v e n u e st r e a m f r o m th e Cu b b e r l e y le a s e by co n t i n u i n g t h e le a s e fo r 5 ye a r s . n Ne e d to de t e r m i n e a si t e fo r a ne w m i d d l e sc h o o l .. . if on e is no t to be l o c a t e d at Cu b b e r l e y , th e le a s e co u l d b e co n t i n u e d fo r 10 ye a r s . n S h o u l d th e le a s e be re n e w e d , an d if i f ye s on wh a t te r m s ? n C i t y an d Sc h o o l fi n a n c e s ha v e ch a n g e d s i n c e or i g i n a l le a s e / c o v e n a n t . n N e e d to de t e r m i n e po t e n t i a l fo r sh a r e d m a i n t e n a n c e co s t s . n N e e d to de t e r m i n e po t e n t i a l fo r co s t r e c o v e r y fr o m re n t a l s . Sh o u l d re n t a l r a t e s be in c r e a s e d ? n H o w ca n / s h o u l d Fo o t h i l l re n t a l sp a c e b e re p l a c e d ? n Th e co m m u n i t y va l u e s th e se r v i c e s pr o - v i d e d at Cu b b e r l e y . n Th e co m m u n i t y re c o g n i z e s th a t th e P A U S D wi l l li k e l y no t be re a d y to pla n a s c h o o l at th i s po i n t , bu t th i s wi l l no t s t o p pl a n n i n g fo r tr a f f i c an d pa r k i n g an d b u i l d i n g at le a s t so m e fa c i l i t i e s to me e t c o m m u n i t y ne e d s . n A si g n i f i c a n t in f r a s t r u c t u r e in v e s t m e n t w o u l d be ne e d e d to ex t e n d th e lif e of t h e bu i l d i n g s at Cu b b e r l e y . n C u r r e n t fa c i l i t i e s ar e an in e f f i c i e n t us e of t h e si t e . n U n c e r t a i n t i e s as s o c i a t e d wi t h PA U S D f u t u r e us e cr e a t e a ba r r i e r to pl a n n i n g f o r in v e s t m e n t in ne w co n s t r u c t i o n . n T o wh a t de g r e e ca n th e sit e be us e d e f f e c t i v e l y to me e t bo t h co m m u n i t y a n d sc h o o l ne e d s du r i n g th i s pe r i o d ? n If th e si t e is no t ne e d e d fo r a mi d d l e s c h o o l du r i n g th i s pe r i o d , wh a t le a s e ar - r a n g e m e n t s be t w e e n th e Ci t y an d th e P A U S D wo u l d be mu t u a l l y be n f i c i a l an d a c c e p t a b l e ? n $ 1 8 M in ca p i t a l im p r o v e m e n t s ne e d e d f o r th e si t e . Ho w co u l d th i s be fu n d e d ? n A b s e n t a be t t e r un d e r s t a n d i n g of fu t u r e P A U S D ne e d s , wil l th e Cit y ne e d to in - d e p e n d e n t l y de t e r m i n e th e fu t u r e of it s 8 a c r e s — wo u l d th i s re q u i r e gi v i n g up on i n n o v a t i v e / c o s t sa v i n g id e a s fo r jo i n t us e ? n H o w ca n th e Ci t y de t e r m i n e a co n - s t r u c t i o n pl a n wi t h o u t cla r i f i c a t i o n of th e P A U S D lo n g te r m ne e d s ? n Ho w sh o u l d Cit y ’ s 8 ac r e s be us e d ? Th e C u b b e r l e y si t e pr o v i d e s a un i q u e op p o r - t u n i t y fo r Pa l o Al t o an d PA U S D to wo r k t o wo r k to g e t h e r to pl a n a cr e a t i v e co - l o c a t i o n of co m m u n i t y an d sc h o o l se r - v i c e s fo r hi g h e s t an d be s t us e of th i s l a s t - o f - i t s - k i n d pr o p e r t y . n C a n th e co m m u n i t y — th e Ci t y an d P A U S D — wo r k to g e t h e r an d co l l a b o r - a t e to ma k e th i s ha p p e n ? n Id e a l l y , co u l d th e Cu b b e r l e y sit e pr o v i d e a lo c a t i o n fo r mu l t i - g e n e r a t i o n a l , mu l t i - c u l t u r a l , mu l t i - d i s c i p l i n a r y pr o g r a m to s e r v e th e en t i r e co m m u n i t y ? n T h e Cit y la c k s su f f i c i e n t al t e r n a t i v e f a c i l i t i e s / re a l es t a t e to ac c o m m o d a t e t h e se r v i c e s cu r r e n t l y pr o v i d e d at C u b b e r l e y . n T h i s is th e la s t si z a b l e sp a c e in th e Ci t y p r o p e r fo r re d e v e l o p m e n t .. . to ma x i - m i z e fl e x i b i l i t y an d fo r fu t u r e us e , mu l t i - s t o r y fa c i l i t i e s sh o u l d be co n s i d e r e d . n A fu l l hi g h sc h o o l wo u l d co n f l i c t wi t h a n d di s p l a c e ke y co m m u n i t y us e s , e s p e c i a l l y pla y i n g fi e l d s an d th e gy m s . n T r a f f i c an d tr a n s i t su p p o r t fa c i l i t i e s w o u l d als o be im p a c t e d an d re q u i r e c a r e f u l pl a n n i n g . n T h e PA U S D wa n t s th e fl e x i b i l i t y of k e e p i n g th e en t i r e 35 ac r e s un e n c u m - b e r e d fo r fu t u r e sc h o o l us e . n T h e PA U S D is un w i l l i n g to gi v e un r e s t r i c - e d ri g h t s to ev e n po r t i o n s of Cu b b e r l e y b e y o n d 20 2 5 (o r at mo s t 20 3 0 ) be c a u s e o f po t e n t i a l ne e d fo r a fu l l hi g h sc h o o l . n S c h o o l bu i l d i n g s mu s t me e t hig h e r b u i l d i n g co d e st a n d a r d s . n P A U S D do e s no t se e a ne e d to re m o v e e x i s t i n g bu i l d i n g s . n W i l l th e r e st i l l be co m m u n i t y - s e r v i n g u s e s on th e sit e ? n H o w wi l l th e Cit y / PA U S D fu n d ne e d e d n e w co n s t r u c t i o n an d / or re m o d e l i n g — a n d on - g o i n g ma i n t e n a n c e ? n T o us e all 35 ac r e s , th e PA U S D mu s t p u r c h a s e th e Ci t y ’ s 8 ac r e s . n G e n e r a l ob l i g a t i o n bo n d s wo u l d ge n e r - a l l y ne e d 30 ye a r am o r t i z a t i o n — th u s , c o m m u n i t y us e s wo u l d ha v e to be a v a i l a b l e fo r 30 ye a r s . YYears 15 - 30 Years 5 - 15 Years 0 - 5 CCAC Briefing Book 11/21/2012 Cubberley Community Advisory Committee Briefing Book November 21, 2012 CCAC Briefing Book: Table of Contents Revised November 28, 2012 General Documents 1. Cubberley Guiding Principles 2. CCAC Problem Statement Matrix 3. IBRC Final Report Working Paper on Cubberley Site School Needs Subcommittee Documents 4. School Needs Subcommittee Problem Statement 5. PAUSD Property Summary Community Needs Subcommittee Documents 6. What’s Special About the Cubberley Handout 7. Cubberley Facilities Available for Rent 8. Cubberley Rental Room Users 9. Who Provides What In Palo Alto Handout 10. Neighboring Community Centers Handout 11. Sunnyvale Senior Center Visit Notes 12. Impact of the Aging Baby Boom Population on Palo Alto’s Social and Community Services 13. Selections from CCAC Community Needs Subcommittee Minutes, October 24, 2012 Facilities Subcommittee Documents 14. Facilities Subcommittee Problem Statement 15. More Thoughts Regarding Cubberley Facilities Document 16. Cubberley Existing 35 Acres Land Use Chart Finance Subcommittee Documents 17. Financial Analysis of City and School District Situation 18. Cubberley Lease Report 19. Funding Options 20. Research on Existing Joint Use Facilities in Other Communities for Lessons Learned and Guidance 21. Joint Powers Authority 22. Financial Summary Spreadsheet 23. Comparison of General Obligation Bonds, Mello‐Roos and Parcel Taxes for Cities     General   Documents             City of Palo Alto (ID # 2861) City Council Staff Report Report Type: Consent Calendar Meeting Date: 5/14/2012 Summary Title: Cubberley Guiding Principles Title: Council Approval of Guiding Principles for the Cubberley Policy Advisory Committee and the City Manager and Superintendent Community Advisory Committee From: City Manager Lead Department: City Manager Recommendation Staff recommends that the City Council approve the Guiding Principles for the Cubberley Policy Advisory Committee and the Community Advisory Committee (CAC) appointed by the City Manager and PAUSD Superintendent. Background and Discussion On May 8, 2012, the Palo Alto Unified School District (PAUSD) approved the draft Guiding Principles without amendments. As Council is aware, the draft Guiding Principles were revised and forwarded by Council to the Policy Advisory Committee (PAC) composed of Council Members Yeh, Shepherd and Klein; and Board Members Mitchell and Townsend. The PAC met on April 20, 2012 and prepared the draft presented to the PAUSD School Board. The draft is now before the Council for final approval and is as Attachment A. The PAUSD School Board also suggested an additional member of the CAC in the “Other Community Members” category. Brian Carilli was suggested to the City Manager and Superintendent and has been added to the draft CAC list. Timeline Once Council approves the final Guiding Principles and all suggestions for the CAC members have been made, Staff will poll the CAC for a convenient meeting time the 3rd or 4th week of May. Attachments:  Attachment A: Final Draft Cubberley PAC Guiding Principals (DOC)  Attachment B: PAUSD Board Packet 5.8.12 Action Item 9 (PDF) Prepared By: Steve Emslie, Deputy City Manager Department Head: James Keene, City Manager City Manager Approval: ____________________________________ James Keene, City Manager Attachment A Cubberley Policy Advisory Committee City Manager and PAUSD Superintendent Community Advisory Committee Guiding Principles Approved by the Board of Education Agenda May 8, 2012 Draft for the Palo Alto City Council May 14, 2012 The Cubberley Policy Advisory Committee (PAC) consists of two Palo Alto Unified School District (PAUSD) Board members appointed by the School Board President and three City Council members appointed by the Mayor. The PAC shall be the primary advisor to the Council and the School Board on issues related to the lease and possible re-use or joint use of the Cubberley campus. The Cubberley Community Advisory Committee (CAC) is jointly appointed by the City Manager and Superintendent, and shall represent a cross section of Cubberley, neighborhoods, schools and citywide representatives. The CAC shall review Cubberley background and history and provide the PAC with community input including but not limited to possible re-use scenarios, alternative lease arrangements, site plan configurations, possible funding plans, identification of joint use opportunities and compatible standards. 1. The City and PAUSD recognize that our citizens have substantial investments, both emotional and financial in the Cubberley Campus, and shall work to reach decisions for the benefit of our entire community. 2. The Committees shall maintain open and transparent processes at all times, and members of the public shall be invited to all meetings. The CAC shall complete a final report. PAC and CAC meetings shall be audio-recorded with minutes completed for the PAC, and notes completed for the CAC. (Costs of minutes shall be cost-shared by the City and PAUSD). 3. Documents, architectural drawings and other written communication provided to the Committees shall be made available to the general public as soon as possible. 4. The City and PAUSD recognize that Cubberley is a major cultural, educational, recreational and non-profit resource, very important to the community’s health and vitality. 5. Acknowledging that each entity has different regulations and governing legislation, the City and PAUSD shall seek to work cooperatively to explore all practical joint- uses of the Cubberley campus for both educational and community services. 6. The City and PAUSD have ownership interests in portions of the campus: PAUSD owns 27 acres and the City owns 8 acres. The parties may consider relocation of Attachment A their ownership interests within the site to facilitate optimal site layout and efficiency. 7. The City Manager and PAUSD Superintendent shall jointly prepare a project budget for 2012/13, with costs shared equally between the City and PAUSD. 8. While the Policy Advisory Committee planning shall occur as cooperatively as possible, the City Council representatives and the PAUSD Board Members shall retain independent recommending authority should consensus not be reached. 9. Maintaining the quality of PAUSD schools is a significant community value, and planning for a growing population is essential to maintaining educational excellence and the overall health and well-being of our community. 10. Cubberley programs enrich the community and criteria shall be developed to prioritize and/or retain existing uses as well as assess prospective new uses. 11. The City and PAUSD recognize that joint-use could result in stronger educational and cultural programs provided more efficiently. 12. The City Council and PAUSD representatives on the Policy Advisory Committee shall report, not less often than every other month, to their respective bodies on Cubberley planning activities. 13. The City and PAUSD shall work to continue community access to Cubberley to the extent possible. Recreation facilities provided at the Cubberley campus produce important services benefitting the community at large. 14. The residential neighborhoods surrounding Cubberley shall be considered in determining the compatibility of possible changes on the Cubberley campus. 15. Transportation issues and access to and within Cubberley shall be considered in determining possible options including improved bicycle and pedestrian facilities. 16. All recommendations shall be mindful of the dynamic short-, mid-, and long-term forces impacting the PAUSD and City. BOARD OF EDUCATION Attachment: Action 9 PALO ALTO UNIFIED SCHOOL DISTRICT Date: 05.08.12 TO: Board of Education FROM: Kevin Skelly, Superintendent of Schools SUBJECT: Cubberley Community Advisory Committee Composition and Cubberley Policy Advisory Committee Guiding Principles STRATEGIC PLAN INITIATIVE Governance and Communication BACKGROUND A process for discussing the Cubberley site began in November of 2011. The plan is to achieve consensus on a vision for the future of the Cubberley site one year prior to the City's current lease expiration in December 2014. The process involves forming three groups: a Technical Advisory Committee (TAC) made up of executive staff from PAUSD and the City; a Community Advisory Committee (CAC) to be appointed by the City Manager (with recommendations from the School Superintendent); and a Policy Advisory Committee (PAC) composed of three City Council members (Yeh, Shepherd and Klein) and two PAUSD members (Mitchell and Townsend). Note: At the last meeting, conceptual site plans were presented and discussed. This part of the item from the last meeting has been removed COMMUNITY ADVISORY COMMITTEE (CAG) The CAC is intended to represent a cross section of Cubberley, neighborhoods, schools and city-wide representatives. The members are appointed by the City Manager, with input by the Superintendent of Schools. They will provide the PAC with community input. A listing of the proposed membership as of May 3, 2012 is attached. The Board is asked to approve this list for consideration by City Council on May 14, 2012. GUIDING PRINCIPLES A draft set of Guiding Principles (GPs) for use by the PAC and CAC has been developed. The GPs are intended to reflect community values of transparency ensuring that the public is invited to meetings and offered opportunities to interact with both groups. In addition, the Guiding Principles set up very broad objectives to clarify that the process is intended to be collaboration between the City and the School district, emphasizing joint use of the facilities where possible . A discussion regarding these GPs took place at the PAC meeting on Friday, April 20, 2012 and the PAUSD Board meeting on April 24, 2012. Staff has provided an updated version of the Guiding Principles based on Board input and recommends approval. These Guiding Principles are scheduled for consideration by the City Council at its May 14, 2012 meeting. PROCESS AND TIME LINE The City's Cubberley lease expires in December 2014. At that time, the lease may be extended an additional 5 years upon mutual consent of the City and the District. The City's schedule assumes providing the District notice of its intentions regarding renewal of the lease at the end of 2013 to provide the District with one year's notice prior to the lease expiration. The first meeting of the CAC was anticipated to be in early May and there will be approximately 12 months of meetings. As mentioned, the PAC had their first meeting on Friday, April 20. As discussed above, the CAC and PAC are scheduled to meet over the course of 2012 concluding their recommendations in 2013. This timeline allows the Council to engage in lease negotiations with the School District two years prior to the expiration of the lease in 2014. The timeline anticipates a decision on the lease by the end of 2013, providing a one-year notice period if either party decides to not exercise the 5 year option to extend the lease. RECOMMENDATION The Guiding Principles and Citizen's Advisory Committee composition, as attached, are recommended for approval. Cubberley Policy Advisory Committee City Manager and PAUSD Superintendent Community Advisory Committee Guiding Principles Draft for Board of Education Agenda May 8, 2012 The Cubberley Policy Advisory Committee (PAC) consists of two Palo Alto Unified School District (PAUSD) Board members appointed by the School Board President and three City Council members appointed by the Mayor. The PAC shall be the primary advisor to the Council and the School Board on issues related to the lease and possible re-use or joint use of the Cubberley campus. The Cubberley Community Advisory Committee (CAC) is jointly appointed by the City Manager and Superintendent, and shall represent a cross section of Cubberley, neighborhoods, schools and citywide representatives. The CAC shall review Cubberley background and history and provide the PAC with community input including but not limited to possible re-use scenarios, alternative lease arrangements, site plan configurations, possible funding plans, identification of joint use opportunities and compatible standards. 1. The City and PAUSD recognize that our citizens have substantial investments, both emotional and financial in the Cubberley Campus, and shall work to reach decisions for the benefit of our entire community. 2. The Committees shall maintain open and transparent processes at all times, and members of the public shall be invited to all meetings. The CAC shall complete a final report. PAC and CAC meetings shall be audio-recorded with minutes completed for the PAC, and notes completed for the CAe. (Costs of minutes shall be cost-shared by the City and PAUSD). 3. Documents, architectural drawings and other written communication provided to the Committees shall be made available to the general public as soon as possible. 4. The City and PAUSD recognize that Cubberley is a major cultural, educational, recreational and non-profit resource, very important to the community's health and vitality. 5. Acknowledging that each entity has different regulations and governing legislation, the City and PAUSD shall seek to work cooperatively to explore all practical joint- uses of the Cubberley campus for both educational and community services. 6. The City and PAUSD have ownership interests in portions of the campus: PAUSD owns 27 acres and the City owns 8 acres. The parties may consider relocation of their ownership interests within the site to facilitate optimal site layout and efficiency. 7. The City Manager and PAUSD Superintendent shall jointly prepare a project budget for 2012/13, with costs shared equally between the City and PAUSD. 8. While the Policy Advisory Committee planning shall occur as cooperatively as possible, the City Council representatives and the PAUSD Board Members shall retain independent recommending authority should consensus not be reached. 9. Maintaining the quality of PAUSD schools is a significant community value, and planning for a growing population is essential to maintaining educational excellence and the overall health and well-being of our community. 10. Cubberley programs enrich the community and criteria shall be developed to prioritize and/or retain existing uses as well as assess prospective new uses. 11. The City and PAUSD recognize that joint-use could result in stronger educational and cultural programs provided more efficiently. 12. The City Council and PAUSD representatives on the Policy Advisory Committee shall report, not less often than every other month, to their respective bodies on Cubberley planning activities. 13. The City and PAUSD shall work to continue community access to Cubberley to the extent possible. Recreation facilities provided at the Cubberley campus produce important services benefitting the community at large. 14. The residential neighborhoods surrounding Cubberley shall be considered in determining the compatibility of possible changes on the Cubberley campus. 15. Transportation issues and access to and within Cubberley shall be considered in determining possible options including improved bicycle and pedestrian facilities. 16. All recommendations shall be mindful of the dynamic short-, mid-, and long-term forces impacting the PAUSD and City. Cubberley Community Advisory Panel Group First Name Last Name Neighborhoods Fair Meadow Tom Vician Walnut Grove Tom Crystal Green Meadow Lanie Wheeler Greendell Michael Bein Charleston Gardens Jean Wilcox Midtown Sheri Furman PAN Ken Allen Commeroial Retail Charleston Plaza Tenant Village Properties Damian Cono PTA's Fairmeadow Elementary Claire Kirner JLS Middle School John Markevitch Gunn High School Tracy Stevens Palo Alto High School Susan Bailey Cubberley Tenants Child Care Rachel Samoff Artist Lessa Bouchard Non Profit -Cardiac Therapy Jerry August FOPAL Jim Schmidt Community/Arts & Services Susie Thom Park and Rec Commission PT&C Greg Tanaka Other Community Members Diane Reklis Mandy Lowell Brian Corilli Acterra Michael Closson PABAC William Robinson City School Traffic Safety Penny Elison Recreation and Sports League Soft Ball Mike Cobb CU B B E R L E Y C O M M U N I T Y A D V I S O R Y C O M M I T T E E — P R O B L E M S T A T E M E N T C o m m u n i t y F a c i l i t i e s S c h o o l s F i n a n c e s n Ne e d to wo r k in a wi l l i n g pa r t n e r s h i p to d e t e r m i n e th e be s t us e of Cu b b e r l e y ’ s 35 a c r e s to se r v e th e en t i r e co m m u n i t y . n Ho w sh o u l d Ci t y ’ s ac r e s be us e d ? A 5 y e a r le a s e ex t e n s i o n mu s t in c l u d e pl a n s f o r sh o r t / m e d i u m te r m ma i n t e n a n c e w i t h a co m m i t m e n t to pl a n lo n g e r te r m . n Wh i c h pr o g r a m s cu r r e n t l y ho u s e d at C u b b e r l e y sh o u l d be re t a i n e d ? Wh i c h s h o u l d re m a i n th e r e an d wh i c h wi l l ne e d a l t e r n a t e lo c a t i o n s ? n Th e r e is a sig n i f i c a n t gr o w i n g li s t of d e f e r r e d ma i n t e n a n c e ne e d s . n Ho w ca n ne g o t i a t i o n of ne w le a s e / c o v - e n a n t te r m s mit i g a t e co s t s to PA an d i n c o r p o r a t e co m m i t m e n t s to cu r r e n t a n d me d i u m , te r m up k e e p an d fu t u r e c o o p e r a t i o n ? n Wh a t is th e po t e n t i a l fo r jo i n t Ci t y / S c h o o l us e an d ho w ca n co l l a b o r a t i o n / c o o p e r a t i o n be t w e e n PA an d PA U S D b e fo s t e r e d in th e sh o r t te r m to se c u r e a d e q u a t e lo n g te r m in v e s t m e n t / p l a n n i n g ? n Wh a t is th e im p a c t of bu i l d i n g st a n d a r d s r e q u i r e d fo r sc h o o l us e s ? n Ne e d to ma i n t a i n th e re v e n u e st r e a m f r o m th e Cu b b e r l e y le a s e by co n t i n u i n g t h e le a s e fo r 5 ye a r s . n Ne e d to de t e r m i n e a si t e fo r a ne w m i d d l e sc h o o l .. . if on e is no t to be l o c a t e d at Cu b b e r l e y , th e le a s e co u l d b e co n t i n u e d fo r 10 ye a r s . n S h o u l d th e le a s e be re n e w e d , an d if i f ye s on wh a t te r m s ? n C i t y an d Sc h o o l fi n a n c e s ha v e ch a n g e d s i n c e or i g i n a l le a s e / c o v e n a n t . n N e e d to de t e r m i n e po t e n t i a l fo r sh a r e d m a i n t e n a n c e co s t s . n N e e d to de t e r m i n e po t e n t i a l fo r co s t r e c o v e r y fr o m re n t a l s . Sh o u l d re n t a l r a t e s be in c r e a s e d ? n H o w ca n / s h o u l d Fo o t h i l l re n t a l sp a c e b e re p l a c e d ? n Th e co m m u n i t y va l u e s th e se r v i c e s pr o - v i d e d at Cu b b e r l e y . n Th e co m m u n i t y re c o g n i z e s th a t th e P A U S D wi l l li k e l y no t be re a d y to pla n a s c h o o l at th i s po i n t , bu t th i s wi l l no t s t o p pl a n n i n g fo r tr a f f i c an d pa r k i n g an d b u i l d i n g at le a s t so m e fa c i l i t i e s to me e t c o m m u n i t y ne e d s . n A si g n i f i c a n t in f r a s t r u c t u r e in v e s t m e n t w o u l d be ne e d e d to ex t e n d th e lif e of t h e bu i l d i n g s at Cu b b e r l e y . n C u r r e n t fa c i l i t i e s ar e an in e f f i c i e n t us e of t h e si t e . n U n c e r t a i n t i e s as s o c i a t e d wi t h PA U S D f u t u r e us e cr e a t e a ba r r i e r to pl a n n i n g f o r in v e s t m e n t in ne w co n s t r u c t i o n . n T o wh a t de g r e e ca n th e sit e be us e d e f f e c t i v e l y to me e t bo t h co m m u n i t y a n d sc h o o l ne e d s du r i n g th i s pe r i o d ? n If th e si t e is no t ne e d e d fo r a mi d d l e s c h o o l du r i n g th i s pe r i o d , wh a t le a s e ar - r a n g e m e n t s be t w e e n th e Ci t y an d th e P A U S D wo u l d be mu t u a l l y be n f i c i a l an d a c c e p t a b l e ? n $ 1 8 M in ca p i t a l im p r o v e m e n t s ne e d e d f o r th e si t e . Ho w co u l d th i s be fu n d e d ? n A b s e n t a be t t e r un d e r s t a n d i n g of fu t u r e P A U S D ne e d s , wil l th e Cit y ne e d to in - d e p e n d e n t l y de t e r m i n e th e fu t u r e of it s 8 a c r e s — wo u l d th i s re q u i r e gi v i n g up on i n n o v a t i v e / c o s t sa v i n g id e a s fo r jo i n t us e ? n H o w ca n th e Ci t y de t e r m i n e a co n - s t r u c t i o n pl a n wi t h o u t cla r i f i c a t i o n of th e P A U S D lo n g te r m ne e d s ? n Ho w sh o u l d Cit y ’ s 8 ac r e s be us e d ? Th e C u b b e r l e y si t e pr o v i d e s a un i q u e op p o r - t u n i t y fo r Pa l o Al t o an d PA U S D to wo r k t o wo r k to g e t h e r to pl a n a cr e a t i v e co - l o c a t i o n of co m m u n i t y an d sc h o o l se r - v i c e s fo r hi g h e s t an d be s t us e of th i s l a s t - o f - i t s - k i n d pr o p e r t y . n C a n th e co m m u n i t y — th e Ci t y an d P A U S D — wo r k to g e t h e r an d co l l a b o r - a t e to ma k e th i s ha p p e n ? n Id e a l l y , co u l d th e Cu b b e r l e y sit e pr o v i d e a lo c a t i o n fo r mu l t i - g e n e r a t i o n a l , mu l t i - c u l t u r a l , mu l t i - d i s c i p l i n a r y pr o g r a m to s e r v e th e en t i r e co m m u n i t y ? n T h e Cit y la c k s su f f i c i e n t al t e r n a t i v e f a c i l i t i e s / re a l es t a t e to ac c o m m o d a t e t h e se r v i c e s cu r r e n t l y pr o v i d e d at C u b b e r l e y . n T h i s is th e la s t si z a b l e sp a c e in th e Ci t y p r o p e r fo r re d e v e l o p m e n t .. . to ma x i - m i z e fl e x i b i l i t y an d fo r fu t u r e us e , mu l t i - s t o r y fa c i l i t i e s sh o u l d be co n s i d e r e d . n A fu l l hi g h sc h o o l wo u l d co n f l i c t wi t h a n d di s p l a c e ke y co m m u n i t y us e s , e s p e c i a l l y pla y i n g fi e l d s an d th e gy m s . n T r a f f i c an d tr a n s i t su p p o r t fa c i l i t i e s w o u l d als o be im p a c t e d an d re q u i r e c a r e f u l pl a n n i n g . n T h e PA U S D wa n t s th e fl e x i b i l i t y of k e e p i n g th e en t i r e 35 ac r e s un e n c u m - b e r e d fo r fu t u r e sc h o o l us e . n T h e PA U S D is un w i l l i n g to gi v e un r e s t r i c - e d ri g h t s to ev e n po r t i o n s of Cu b b e r l e y b e y o n d 20 2 5 (o r at mo s t 20 3 0 ) be c a u s e o f po t e n t i a l ne e d fo r a fu l l hi g h sc h o o l . n S c h o o l bu i l d i n g s mu s t me e t hig h e r b u i l d i n g co d e st a n d a r d s . n P A U S D do e s no t se e a ne e d to re m o v e e x i s t i n g bu i l d i n g s . n W i l l th e r e st i l l be co m m u n i t y - s e r v i n g u s e s on th e sit e ? n H o w wi l l th e Cit y / PA U S D fu n d ne e d e d n e w co n s t r u c t i o n an d / or re m o d e l i n g — a n d on - g o i n g ma i n t e n a n c e ? n T o us e all 35 ac r e s , th e PA U S D mu s t p u r c h a s e th e Ci t y ’ s 8 ac r e s . n G e n e r a l ob l i g a t i o n bo n d s wo u l d ge n e r - a l l y ne e d 30 ye a r am o r t i z a t i o n — th u s , c o m m u n i t y us e s wo u l d ha v e to be a v a i l a b l e fo r 30 ye a r s . YYears 15 - 30 Years 5 - 15 Years 0 - 5    IBRC  FINAL  REPORT    142   Appendix  H    -­‐    Working  Paper  on  Cubberley  Site   Why  This  Document?   Throughout the life of the Commission, Cubberley has stood out as the “elephant in the room.” Until very recently, we have been ambivalent about whether to expend any time and energy on a very complex and politically charged issue, other than gathering infrastructure needs related to the site. We were also unsure whether the Council even wanted any advice from us on the matter. However, recent events have changed that dynamic. On June 27, the Council indicated its intent to explore selling the City’s 8 acres at Cubberley to the Foothill- DeAnza Community College District, and later reversed that decision when the Palo Alto Unified School District (PAUSD) board formally indicated its intent to reuse the site for a school. At the Commission’s July 18 workshop with the City Council, several Council Members asked questions directly related to Cubberley. Since the Council and the PAUSD are unlikely to come to any decisions on Cubberley prior to our final report, and since decisions related to Cubberley could have a significant impact on infrastructure plans and financing, a number of us felt it was too important to address in a limited manner. Mark Harris, Jim Olstad, and Ray Bacchetti agreed to put together an issue paper covering the key elements of the Cubberley situation as a means to facilitate a discussion by the Commission regarding Cubberley. Even if the Commission ultimately decides not to make any recommendations regarding Cubberley, at least 17 city residents will be well versed on the Cubberley situation and could individually provide input to the Council at the appropriate time as he or she desired. Background  and  Context  of  the  Cubberley  Situation   Substantial budget pressures were being experienced by the PAUSD due to a variety of circumstances starting in the late 1970s and early 80s, including  passage of Proposition 13 in 1978.  declining PAUSD enrollment and revenue during the post–Baby Boom era. In response to that stressed financial situation, the PAUSD closed several schools and sold some existing school sites in order to help sustain its educational programs at the level the community expected. This included the closure of Cubberley in 1979 and the City’s acquisition of Terman in 1981, among the sale and/or closure of other sites. The City realized that the PAUSD was one of the City’s major assets and its decline would have severely negative impacts on the City as a whole, not the least of which would have been a decrease in general property values. The City and the PAUSD also recognized that sites once sold would never again be available for school use should the trends reverse in the future.    APPENDIX  H:  CUBBERLEY   IBRC  FINAL  REPORT    143   In 1987, the City put Measure B on the ballot with the intent to create a 5 percent utility users tax (UUT) that would be used primarily to fund lease payments by the City to the PAUSD for unused school sites (Cubberley being the premier site) of about $4.0 million annually, with $2.7 million applicable to Cubberley. In 1989, the City and PAUSD entered into what is known as the Lease and Covenant Not to Develop Agreement (Cubberley Lease), which covers a variety of complex clauses including lease arrangements at Cubberley and other sites. At the time the original lease negotiations were taking place, the City was in a relatively good position in terms of financial capacity as compared to the PAUSD’s circumstances. The Lease and Covenant Not to Develop arrangement had the benefit of providing a major injection of operating budget money to the school district, while providing corollary benefits to the City such as preserving open space and playing fields, providing childcare sites and protection from liability for new infrastructure requirements (how ironic!) had these sites then been sold and developed. Flash forward nearly 25 years and the respective financial situations and site needs have changed dramatically. Here are a few of the key developments that make the situation very different today:  The PAUSD is now a Basic Aid District, which essentially means that local property tax revenue far exceeds the amount of revenue the State is required to provide the district in excess of “basic aid” – a very small amount per student. Although property tax revenue has been somewhat affected by the recent financial crisis, PAUSD has not seen the reductions that many other California school districts have encountered and is likely poised to see property tax increases in excess of inflation for the foreseeable future. Property taxes are budgeted to provide about 73 percent of the PAUSD’s general fund revenue in 2011–12, or about $114 million out of a $159 million budget. The remainder is accounted for as follows: Federal funds: 3 percent Local income: 5 percent Lease revenue: 6 percent Parcel tax: 7 percent State income: 6 percent  The district has received approval from the voters for more than $500 million (Measure B in 1995 and Measure A in 2008) and a $600 parcel tax (Measure A in 2010) generating about $11–12 million annually, or about 7 percent of its annual operating budget. In addition, parents provide gifts in excess of $2 million annually through the foundation Palo Alto Partners in Education (PiE). APPENDIX  H:  CUBBERLEY    IBRC  FINAL  REPORT    144    Enrollment has recovered dramatically since its low in about 1990, to the point that the district is now reopening sites: most recently, Garland is slated to reopen in several years, and the Board recently expressed an intent to reuse the Cubberley site in the near future for a secondary school (which halted the Council’s efforts to negotiate an offer to sell the City-owned 8 acres at Cubberley to Foothill-DeAnza College). Thus, the current respective financial and enrollment conditions related to the Cubberley Lease are substantially different than they were 22 years ago when the City and the PAUSD entered into it. Financially, the City has been grappling annually with the issue of balancing the General Fund operating budget as well as meeting the ongoing capital assets/infrastructure needs of the community (pressures which were the impetus for the formation of our Commission). The City’s current option on the Cubberley Lease expires by its stated terms at the end of 2014, and the City must notify the PAUSD by December 31, 2013, if it intends to renew the lease for another five years. Now is the time for the Commission to provide input regarding the lease agreement as it relates to infrastructure. Key  Elements  of  the  Cubberley  Lease  as  They  Relate  to     Infrastructure  and  Infrastructure  Financing   Cubberley Lease Payment. In the current 2011–12 operating budget, the City is obligated to pay $4.60 million in lease payments for Cubberley (section 2.1 of the lease). Those payments are escalated each year at an agreed upon inflation factor currently estimated at 3 percent. This payment covers the 27 acres leased from the district, not the 8 acres the City now owns as a renegotiated consequence of the swap for the Terman site approved in 2002. Childcare Sites. The Lease Agreement also includes City payments to the PAUSD for onsite childcare at 12 elementary school sites. In 2011–12, the City will pay $0.675 million for the combined 12 sites including utilities costs. The City contracts with Palo Alto Community Childcare (PACC), a nonprofit provider independent from the City, to operate the 12 sites. PACC pays the City approximately $100,000 in rental payments and utilities reimbursement. The childcare lease also runs concurrent with the lease term and will end if the lease is not extended by mutual consent of the City and the PAUSD in 2014. Without any information to the contrary, we assume that this arrangement will be renewed even if the current Lease Agreement is not. If this were not the case, the City would have an additional net slightly in excess of $0.5 million dollars annually to use for other purposes. Covenant Not to Develop. An additional $1.78 million expense is budgeted for 2011–12 with a similar 3 percent inflation factor for succeeding years. In reading    APPENDIX  H:  CUBBERLEY   IBRC  FINAL  REPORT    145   the Cubberley Lease agreement, it is a section (2.2) that is separate from the Cubberley payments but clearly under the grand lease arrangement. The sites included in the original covenant are Ohlone, Jordan, Jane Lathrop Stanford, Garland, and Greendell. The Lease agreement allows for sites to reopen without reducing the covenant payment as long as new elementary schools are substituted, which has happened over the lease term as PAUSD reopened schools due to increased enrollment. Section 4.1 indicates that the purpose of the covenant is “to prevent further burden on the City’s infrastructure and in order to preserve a substantial amount of the City’s remaining open space.” If the lease is not renewed, the covenant payments expire as well. This clause now appears to be obsolete given the district’s recently expressed intent to reopen existing sites. Further, there is no current plan for any sites to be sold for development, and the district has just recently purchased additional property at 525 San Antonio Road. Ironically, the $1.78 million annual covenant payment (from the City to the PAUSD) directly or indirectly puts a burden on the City’s infrastructure budgeting because these funds are not available to support infrastructure needs including Cubberley maintenance. These “reversed financial circumstances” clearly need to be addressed during the Cubberley Lease option considerations/negotiations process. Key  Elements  Regarding  Cubberley  Not  Embedded  in  the  Lease   City Ownership of 8 Acres. Through a separate but related agreement, in 2002 the City obtained title ownership of 8 acres of the Cubberley site in a swap exchange for the Terman site, which the City had previously acquired through a lease/purchase arrangement it created in 1981. These 8 acres were the focus of recent Council actions related to Foothill-DeAnza’s offer to purchase the site. Although the City has the right to develop the 8 acres, as it deems appropriate, until September 1, 2022, the school district has the right-of-first-refusal on the sale by the City of these 8 acres to another party. After that the City has an unencumbered right to sell the 8 acres, if it decides to do so. Of course, the City and the district can renegotiate a sale back to the district at any time. Given recent actions by both governing bodies, it is unclear as to what the next-or- ultimate disposition of the property will be. The City could retain it and develop it for its own purposes, or sell it at market value estimated at between $15 and $28 million. The recent purchase of the 2.6 acres at 525 San Antonio by the school district for $8.5 million would indicate a current market value of approximately $26 million. APPENDIX  H:  CUBBERLEY    IBRC  FINAL  REPORT    146   Revenues and Expenses at Cubberley Outside the Lease Obligations. Current revenue at Cubberley is $2.54 million annually composed of the following elements: Foothill-DeAnza lease $0.93 million Property rental (artists, nonprofits, etc) 0.52 Hourly rental (events, use of theater, etc.) 1.02 City office rental 0.07 Annual expenses total $2.21 million including routine annual maintenance costs of about $330,000. Thus, the Cubberley complex is showing a net positive cash flow of about $300,000 (excluding the lease-and-covenant payments expense). Tenants at Cubberley are being heavily subsidized in their rental payments. When considering the annual lease payments, the City is paying the school district approximately $4 per square foot for the building space it leases. However, it is generating less than $1 per square foot in rental income. Planned CIP and Deferred Maintenance. As discovered through our Commission’s infrastructure investigations, this maintenance liability – not included in the above figures – cumulatively totals about $18.8 million through 2036, with $10.2 million scheduled between now and 2016. Public works indicates that optimal maintenance expenditures should be about $800,000 versus the $330,000 currently expended. This projected aggregate maintenance liability has several implications. First, the revenue and expense statement as typically presented to the Council – most recently in the slide presentation at the June 27, 2011, meeting – is incomplete in that it does not include these ongoing maintenance expenses. These real maintenance costs should be acknowledged and represented in future reports. Secondly, the City should neither continue nor consider expending this level of maintenance money into the facility until the long-term use or disposition of Cubberley is resolved. The City should spend only what is needed to keep the facilities operational and safe. Conclusions   The conditions that created the original need for the Cubberley Lease agreement have changed dramatically and are no longer in play today. With our City struggling to meet the financial requirements of the General Fund, let alone catching-up and keeping-up with the maintenance of the City’s overall infrastructure demands, now is the appropriate time for the school district to re-establish its management and financial responsibilities of and for the Cubberley site. The Cubberley Lease agreement, with its associated amendments, has accomplished what it set out to achieve more than 20 years ago. It has preserved valuable public space and kept it maintained and available for public use and    APPENDIX  H:  CUBBERLEY   IBRC  FINAL  REPORT    147   enjoyment. In addition, it has provided the PAUSD with more than $125 million in operating cash to date, and will provide approximately $150 million in total cash infusion by the end of the current lease arrangement in 2014, if it is not terminated or amended prior to this date. Finally, it has preserved these sites for the district for its future use as and when necessary (which is apparently the case now). As we indicated earlier, the PAUSD’s financial situation has improved dramatically over the past 20 years: with the passage of major bond issues for reconstruction and improvements to school facilities, generous community support through contributions to Palo Alto PiE, passage of a sizable parcel tax, and the attainment/surpassing of Basic Aid status. The district is in a strong financial position to finance its operations without all of the subsidies provided by the City through the Cubberley Lease Agreement. The residents and businesses, through the City government, have contributed significantly to the restoration and financial strength of the district. With strong reserve balances and more than three years of payments left on the current lease option, the district should have sufficient time and financial resources to plan for a smooth transition to clear ownership. Recommendations     The City should, at a minimum, decline to renew the Cubberley and non-development portions of the Lease and Covenant Not to Develop agreement in order to free $6.1 million (net of rental revenue) annually (in current dollars) and avoid a substantial portion of the upkeep expenditures of $18.8 million (in current dollars) through 2036. Indeed, it would be mutually beneficial for the City and the school district to begin discussions now on any potential new lease agreements related to childcare facilities or other noneducational uses, the transition of the 27 acres back to school district management, and clarification on the final disposition of the City’s 8 acres. The $6.1 million operating expense savings represents potential annual cash availability to the City that could be reassigned to several infrastructure problem- solving applications. Example 1: If these funds were committed to a new issue of certificates of participation, it could finance a 30-year, $100 million debt obligation, sufficient to finance a new Public Safety Building and replace two fire houses. Example 2: If the funds were used to rebuild an Infrastructure Reserve, it could enable forward funding of new or renovated City assets, accommodating unexpected infrastructure costs without disturbing the ability of the City to keep up routine infrastructure maintenance needs, enable the raising of existing infrastructure quality (e.g., condition of streets, parks, and sidewalks), or any number of other real property redevelopment initiatives (including repurposing other existing infrastructure assets). Regarding the 8 acres of Cubberley that the City owns, it is important to evaluate the best use of the parcel in relation to the future needs of the community. Historically, APPENDIX  H:  CUBBERLEY    IBRC  FINAL  REPORT    148   there has been a secondary school campus on these 8 acres and the adjoining 27 acres owned by the school district. This may not be the same use going forward. Indeed, the school district should have considerable flexibility in the design of a middle school and/or high school campus on its 27 acres, together with the school district’s adjacent property at the former Greendell school site and the property recently purchased at 525 San Antonio. Therefore, we encourage the City to evaluate potential alternatives for the highest and best use of its 8 acres on Middlefield Road, including the possibility of developing a variety of “community center” resources that could provide services to residents. In the event this process does not result in an approved plan for new City infrastructure on its 8 acres, then it may be preferable for the City to pursue sale of the land, either to the school district or to another purchaser. The City is presently bound by the school district’s right-of-first-refusal until September 1, 2022. In any event, the City should request a clear indication from the school district concerning its interest in the 8 acres. Until the final disposition of the Cubberley site is determined, the City should spend only the minimum amount of funds necessary to keep the site safe and operational for the tenants occupying it. Major expenditures in facilities upgrades will be wasted if a major portion of the site is later razed to construct a new educational facility at Cubberley. Respectfully submitted, Mark Harris Ray Bacchetti Jim Olstad November 30, 2011 References   1. Lease and Covenant Not to Develop Between the City of Palo Alto and Palo Alto Unified School District dated September 1, 1989 2. Amendment #1 to the Lease and Covenant Not to Develop dated July 21, 1999 3. Amendment #2 to the Lease and Covenant Not to Develop dated August 13, 2002 4. Background on the Utility Users Tax prepared by Lanie Wheeler dated May 2010 5. City Manager’s Report #1866 (Direction on the Submission of Letter of Interest to Foothill College Regarding new Educational Center at Cubberley Community Center) and associated Power Point Presentation prepared by Deputy City Manager Steve Emslie for the Council Meeting of June 27, 2011 6. Various conversations and e-mail correspondence with City senior staff members Steve Emslie, Lalo Perez, Phil Bobel, and Joe Saccio regarding the Lease and Covenant Not to Develop from July through October 2011 7. Accuracy of the working paper information verified by City senior staff members Steve Emslie, Lalo Perez, and Phil Bobel        School   Needs   Subcommittee   Documents                 PROBLEM  STATEMENT  11/6/2012   School  Needs  Subcommittee     1. PAUSD  desires  a  5  year  lease  -­‐  2015-­‐2019     2. If  an  alternative  non-­‐Cubberley  middle  school  location  is  found,  the  Subcommittee  believes   PAUSD  could  accept  a  10  year  lease  extending  to  2025.       3. PAUSD  is  unable  to  give  unrestricted  rights  to  all  or  even  portions    of  Cubberley  beyond  2025   (2030  at  most)  because  of  the  potential  need  for  a  new  high  school   4. PAUSD  highly  values  the  flexibility  of  keeping  the  entire  35  acres  unencumbered  for  ultimate   academic  use.    The  Subcommittee  believes  the  district  would  object  to  the  city  constructing   facilities  on  the  8  acres  it  nominally  owns  that  could  not  be  used  for  future  academic  purposes.     Demographics   Palo  Alto  demographic  projections  over  the  coming  30  year  (2015-­‐2045)  are  highly  uncertain.    Major   demographic  influences  include:  California  economy;  Silicon  Valley  expansion/recession;  ABAG  housing   requirements  and  City's  response;  PAUSD  reputation  attracting  new  students.    Because  these  influences   cannot  be  reliably  projected  beyond  even  3-­‐5  years,  only  the  most  general  projections  can  be  used   beyond  that.    PAUSD's  policy  is  to  use  a  2%  long-­‐term  growth  rate.    Regardless  whether  that  rate  is  most   appropriate,  the  Subcommittee  believes  it  is  not  realistic  to  expect  PAUSD  to  use  any  other  rate  for  its   decision  making.     High  School   A  2%  long  term  growth  rate,  along  with  existing  policy  for  maximum  high  school  size,  implies  a  new  high   school  likely  will  be  needed  between  2030  and  2040.    Also  under  existing  policies,  a  comprehensive  high   school  likely  would  require  the  full  35  acres  of  Cubberley.    Gunn  and  Paly  have  50  and  44  acres   respectively.    While  a  high  school  designed  in  2035  is  unlikely  to  be  identical  to  existing  PAUSD  high   schools,  it  is  not  possible  today  to  confirm  that  space  needs  would  be  significantly  less  nor  to  begin   designing  that  future  high  school.     Middle  School     In  the  shorter  run,  PAUSD  anticipates  needing  to  begin  work  on  a  new  middle  school  as  early  as  2020.     PAUSD  is  looking  for  a  location  other  than  Cubberley  for  a  new    middle  school  but  unless  and  until  one  is   found,  the  district  must  preserve  the  flexibility  to  use  Cubberley.    Jordan  and  JLS  middle  schools  have  19   and  26  acres  respectively.    The  location  of  the  new  middle  school  is  expected  to  be  confirmed  by  the   end  of  the  2012-­‐13  school  year.     Elementary  School   PAUSD  is  planning  for  a  13th  elementary  school  by  2017.  Current  options  being  considered  are  Garland   and  Greendell/525  San  Antonio  with  no  expected  impact  of  the  38  acre  Cubberley  site.    Plans  will  be   firmed  up  during  the  2012-­‐13  school  year.     Future  Cubberley    building  density   Some  new  PAUSD  facilities  are  2  story  structures.    However,  if  and  when  PAUSD  takes  over  the  current   Cubberley  site,  there  is  expected  to  be  a  strong  economic  incentive  to  retain  much  of  the  existing  single   story  structures  and  layout  rather  than  scraping  the  site  and  designing  a  new  layout  from  scratch.     Joint  use  community  facilities   PAUSD's  2008  Measure  A  funds  an  extensive  list  of  district  facility  needs.    As  of  September,  2012,  the   district  has  committed  52%  of  the  bond's  $358M.    Overall,  Measure  A  funds  the  district's  construction   needs  through  approximately  2020.    PAUSD  would  entertain  Cubberley  joint  use  concepts  from  the  city   but  does  not  have  "needs"  that  it  would  currently  place  on  the  table.     Facilities  Maintenance     PAUSD  administration  believes  the  existing  Cubberley  structures  are  generally  suitable  for  PAUSD  use  in   their  current  form  and  desires  them  not  to  significantly  deteriorate  prior  to  the  site  being  turned  over  to   the  district  in  the  future.    The  Subcommittee  believes  the  substantial  uncertainty  in  turnover  date  (2030-­‐ 2040?)  and  uncertainty  in  whether/how  the  facilities  would  actually  be  reused  will  make  it  difficult  for   the  district  to  justify  jointly  funding  maintenance.     DR A F T 7/ 2 0 / 1 2 Pa l o   A l t o   U n i f i e d   S c h o o l   D i s t r i c t   P r o p e r t y 20 1 1 - ­ ‐ 2 0 1 2 Si t e St r e e t   A d d r e s s Ci t y ,   S t a t e ,   Z i p Ac r e s Gr a d e   L e v e l En r o l l m e n t Ad d i s o n   E l e m   S c h o o l 65 0   A d d i s o n   A v e n u e Pa l o   A l t o ,   C A   9 4 3 0 1 4. 6 K- ­ ‐ 5 47 2                                 10 3                           Ba r r o n   P a r k   E l e m   S c h o o l 80 0   B a r r o n   A v e n u e Pa l o   A l t o ,   C A   9 4 3 0 6 7. 0 K- ­ ‐ 5 33 6                                 48                               Br i o n e s   E l e m   S c h o o l 41 0 0   O r m e   S t r e e t Pa l o   A l t o ,   C A   9 4 3 0 6 6. 5 K- ­ ‐ 5 41 5                                 64                               Du v e n e c k   E l e m   S c h o o l 70 5   A l e s t e r   A v e n u e Pa l o   A l t o ,   C A   9 4 3 0 3 6. 5 K- ­ ‐ 5 50 1                                 77                               El   C a r m e l o   E l e m   S c h o o l 30 2 4   B r y a n t   S t r e e t Pa l o   A l t o ,   C A   9 4 3 0 6 4. 0 K- ­ ‐ 5 41 4                                 10 4                           Es c o n d i d o   E l e m   S c h o o l 89 0   E s c o n d i d o   R o a d St a n f o r d ,   C A   9 4 3 0 5 7. 9 K- ­ ‐ 5 57 4                                 73                               Fa i r m e a d o w   E l e m   S c h o o l 50 0   E .   M e a d o w   D r i v e Pa l o   A l t o ,   C A   9 4 3 0 6 4. 9 K- ­ ‐ 5 50 4                                 10 3                           Wa l t e r   H a y s   E l e m   S c h o o l 15 2 5   M i d d l e f i e l d   R o a d Pa l o   A l t o ,   C A   9 4 3 0 1 7. 2 K- ­ ‐ 5 53 6                                 74                               Ho o v e r   E l e m   S c h o o l 44 5   E .   C h a r l e s t o n   R o a d Pa l o   A l t o ,   C A   9 4 3 0 6 5. 6 K- ­ ‐ 5 41 6                                 74                               Ni x o n   E l e m   S c h o o l 17 1 1   S t a n f o r d   A v e n u e St a n f o r d ,   C A   9 4 3 0 5 10 . 7 K- ­ ‐ 5 48 1                                 45                               Oh l o n e   E l e m   S c h o o l 95 0   A m a r i l l o   A v e n u e Pa l o   A l t o ,   C A   9 4 3 0 3 7. 2 K- ­ ‐ 5 58 3                                 81                               Pa l o   V e r d e   E l e m   S c h o o l 34 5 0   L o u i s   R o a d Pa l o   A l t o ,   C A   9 4 3 0 3 5. 0 K- ­ ‐ 5 41 7                                 83                               Gr e e n d e l l   S i t e 41 2 0   M i d d l e f i e l d   R o a d Pa l o   A l t o ,   C A   9 4 3 0 3 5. 0 K,   A d u l t ,   O t h e r Su b t o t a l 82 . 1 56 4 9 Av e r a g e 7 47 1 73                               Jo r d a n   M i d d l e   S c h o o l 75 0   N .   C a l i f o r n i a   A v e n u e Pa l o   A l t o ,   C A   9 4 3 0 3 19 . 0 6- ­ ‐ 8 1, 0 1 5                           53                               JL S   M i d d l e   S c h o o l 48 0   E .   M e a d o w   D r i v e Pa l o   A l t o ,   C A   9 4 3 0 6 26 . 2 6- ­ ‐ 8 1, 0 0 1                           38                               Te r m a n   M i d d l e   S c h o o l 65 5   A r a s t r a d e r o   R o a d Pa l o   A l t o ,   C A   9 4 3 0 6 6. 6 6- ­ ‐ 8 66 3                                 10 0                           Su b t o t a l 51 . 8 26 7 9 52                               Gu n n   H i g h   S c h o o l 78 0   A r a s t r a d e r o   R o a d Pa l o   A l t o ,   C A   9 4 3 0 6 49 . 7 9- ­ ‐ 1 2 1, 8 6 4                           38                               Pa l o   A l t o   H i g h   S c h o o l 50   E m b a r c a d e r o   R o a d Pa l o   A l t o ,   C A   9 4 3 0 1 44 . 2 9- ­ ‐ 1 2 1, 8 8 5                           43                               Su b t o t a l 93 . 9 37 4 9 40                               Fr e m o n t   H i l l s   S i t e 26 8 0 0   F r e m o n t   R o a d Lo s   A l t o s   H i l l s , 9 4 0 2 2 7. 0 Le a s e d   t o   P i n e w o o d   S c h o o l   @   $ 1 0 5 , 2 3 1 / m o n t h ,   ex p i r a X o n   6 / 3 0 / 2 0 3 3 ,   o p X o n   6 / 3 0 / 2 0 2 3 Ga r l a n d   S i t e 87 0   N .   C a l i f o r n i a   A v e n u e Pa l o   A l t o ,   C A   9 4 3 0 3 5. 0 Le a s e d   a t   $ 5 9 , 5 6 3 / m o n t h ,   ex p i r a X o n   6 / 3 0 / 2 0 1 4 52 5   S a n   A n t o n i o 52 5   S a n   A n t o n i o   R o a d Pa l o   A l t o ,   C A   9 4 3 0 6 2. 6 Le a s e d   t o   A t h e n a   A c a d e m y   @   $ 1 0 , 0 0 0 / m o n t h ex p i r a X o n   6 / 3 0 / 2 0 1 4 Cu b b e r l e y   S i t e Mi d d l e f i e l d   R o a d Pa l o   A l t o ,   C A   9 4 3 0 3 28 . 0 Pa y m e n t   f o r   l e a s e / c o v e n a n t / c h i l d   c a r e   i s   $ 5 8 1 , 5 3 3 / m o n t h Ve n t u r a   S i t e     R i g h t   t o   P u r c h a s e 39 9 0   V e n t u r a   C o u r t Pa l o   A l t o ,   C A   9 4 3 0 6 4. 6 Ri g h t   t o   r e p u r c h a s e   2 . 4   a c r e s   @   c u r r e n t   m a r k e t   v a l u e   (p r e v i o u s l y   c o n v e y e d   t o   C P A ) 2. 2   a c r e s   @   7 5 %   o f   c u r r e n t   m a r k e t   v a l u e To t a l 27 5 . 0 St u d e n t s   pe r   A c r e     Community   Needs   Subcommittee   Documents                 ** Prepared by the CCAC Community Needs Subcommittee – November 8, 2012 ** What’s Special About the Cubberley Community Center? Cubberley provides an irreplaceable public, comprehensive community facility that reflects our community values. 1. Cubberley is our last large (35 acres), undeveloped (non-parkland), publicly owned space. 2. Palo Alto has wisely chosen to disperse our public buildings to make offerings walkable, bikeable, and transit-oriented, a City of Palo Alto Land Use & Community Services policy as laid out in the Comprehensive Plan. Cubberley in the south and Lucie Stern in the north offer many classes and programs meeting this goal; youth and teen programs at Ventura and Mitchell Park add even more balance for many non-drivers. (Note that the new Mitchell Park community center simply replaces its original community spaces). 3. The Cubberley site provides a unique opportunity for PAUSD and the City to plan a creative co-location of community services and school(s) that could work together to make this valuable public property a treasured part of our community for all ages. 4. It is essential to appreciate what is provided now at Cubberley in order to judge what can best be offered going forward. Staff has recently surveyed current tenants, and the Community Needs Subcommittee has interviewed many of the following significant Cubberley groups. • The Arts: 22 Artists in Residence currently have studios. Co-location yields benefits to community and to artists; this model is being copied in locations around the world. Three Resident Dance Programs have studios plus several small companies share spaces, providing a complementary community and a variety of classes for all ages and abilities. Music groups include Palo Alto Chamber Orchestra, Peninsula Women’s Chorus, Peninsula Piano School, Palo Alto Philharmonic, and El Camino Youth Symphony. Theater programs and camps round out the Cubberley arts programs. • Sports & Recreation: Outdoor Sports – Four softball fields and four soccer fields allow spring, summer, and fall youth leagues to practice and play Monday - Saturday. Adults use the fields heavily on Sundays. Tennis courts are used heavily at all hours. The football field and track are used regularly for soccer, football and jogging. Indoor Sports and Fitness – Foothill and the City offer a wide array of sports and fitness classes for all ages and abilities. Foothill is not building a new gymnasium at its new location and would like to maintain a presence at Cubberley after moving to its new site. • Senior Programs: Avenidas is interested in increasing opportunities for seniors and combining Senior Wellness programs with the existing Stroke and Cardiovascular programs as well as Senior Friendship Day and other senior social activities. • Education: Preschools and after-school care – Such care provides for early learning and enables parents to work, confident that their children are thriving. Private schools, tutoring and continuing education -- Foothill College, the City, and the School District all offer classes, many of which are adult education classes. • Community Organizations: Friends of Palo Alto Library, Wildlife Rescue, spiritual groups and others. Rooms can be rented for meetings, retreats, and special occasions. CUBBERLEY FACILITIES AVAILABLE FOR RENT http://www.cityofpaloalto.org/civicax/filebank/documents/30337 Regular Weekly Infrequent Space Size Capac. Non-Profit Basic Non-Profit Basic Auditorium with Kitchen NA NA NA NA G-6 Dance Studio 1600 30 32 37 40 47 G-4 Gym Activity Room 1645 50 24 29 29 35 Gym A 5500 345 49 75 61 92 Gym B 7200 450 55 82 72 110 Pavilion – Double Gym 11,700 1600 84 107 110 134 A-2 Meeting Room 700 36 23 29 28 35 A-3 Meeting Room 700 36 23 29 28 359 A-6 Meeting Room 700 36 23 29 28 35 A-7 Meeting Room 700 36 23 29 28 35 FH Classroom 754 36 23 29 28 35 D-1 400 18 23 29 28 35 H-1 Lecture Room 1900 125 38 48 47 60 H-6 Activity Room 1400 100 29 35 38 45 L-6 Dance Studio 1650 35 32 37 40 47 Space Size Capac. Non-Profit Basic Theatre 1000 317 varies varies M-2 Music Rehearsal Room 1400 100 21 25 M-3 Dressing Room 700 40 18 22 M-4 Activity Room 1900 125 21 25 LUCIE STERN COMMUNITY CENTER Space Resident Non-resident Stern Ballroom 70 x 40 feet 300 for assemblies / 200 for dining 152 228 Community Room 45 xy 25 feet 125 for assemblies / 75 for dining 110 165 Fireside Room 25 x 26 feet 50 for assemblies / 35 for dining 88 132 Outdoor Patio 70 x 90 feet 250 / for assemblies / 150 for dining 90 35 Kitchen 32 48 NEW MITCHELL PARK LIBRARY & COMMUNITY CENTER Community Center Portion Space Resident Non-resident Tech Lab 104 156 Matadero Room (Office Classroom) 82 123 Oak Room (CBO Classroom) Adobe Room (Art/ECR Classroom) 82 123 El Palo Alto Room (Multipurpose room) 208 312 "The Drop" (Teen Center/Game Room) Library Portion Midtown Room (Program room) Ventura Room (Computer room) Barron Park Room (Group study room) Palo Verde Room (Group study room) Fairmeadow Room (Group study room) Greenmeadow Room (Group study room) "Teen Zone" VENTURA COMMUNITY CENTER Multi-purpose event room, with kitchen, suitable for rental ART CENTER Space Resident Non-resident Auditorium 119 179 Courtyard 77 116 Green Room ..50 75 Kitchen ..34 51 Meeting Room ..77 116 Sculpture Garden 102 153 Lobby 77 116 Cubberley Master Plan 1991 http://www.cityofpaloalto.org/civicax/filebank/documents/30937 Palo Alto Community Centers Cubberley Community Center 4000 Middlefield Road, Palo Alto. Operated by the City of Palo Alto since 1990, the center includes space for community meetings, seminars, social events, dances, theater performances, music rehearsals and athletic events. Outdoor space includes tennis courts, soccer, softball and football fields. E-mail: cubberlkey@cityofpaloalto.org. Hours: Mon-Thu 8:30 a.m.-6:30 p.m.; Fri 8:30 a.m.-5 p.m. Lucie Stern Community Center 1305 Middlefield Road, Palo Alto. Designed by Birge Clark and built in 1934, this Spanish Mediterranean-style complex is home to the City of Palo Alto's Recreation Department and two theaters. Rooms are available for rent for meetings, weddings, receptions and parties. Hours: Mon-Fri 8:30 a.m.-5 p.m. Mitchell Park Community Center 3800 Middlefield Road, Palo Alto. Closed for construction through 2012. Ventura Community Center 3990 Ventura Court, Palo Alto. Home to Palo Alto Community Child Care, as well as Sojourner Truth Infant- Toddler Program and the Palo Alto Family YMCA's Ventura Activity Center (during school year) and Heffalump and Country Day School. Hours: Mon-Fri 8 a.m.-5 p.m. Oshman Family JCC - Taube Koret Campus for Jewish Life 3921 Fabian Way, Palo Alto. The OFJCC is a multi-use facility with programs and services for all ages and for singles and families. Fitness center, double-court gymnasium, indoor and outdoor pools, preschool, meeting rooms and a Cultural Arts Hall. Chinese Community Center of the Peninsula 470 Anton Court, Palo Alto. Activities located at Cubberley Community Center, 4000 Middlefield Road. A service-oriented, nonprofit center that provides senior community-service work, family-oriented services, and information and referral services since 1968. English and Cantonese. Co-sponsors activities with City of Palo Alto Recreation Department. E-mail: info@chinesecommunitycenter.com Source: http://www.paloaltoonline.com/cgi/pao_search_fab.cgi?Section=resources&Category=community%20centers Palo Alto Online Database last updated: Monday, August 20, 2012. Additional Music & Art Resources Art For Well Beings 2800 West Bayshore PA www.artforwellbeings.org Art for Well Beings (AFWB) offers art classes especially welcoming people with special needs. AFWB is open to the public. Drop-in or sessions are available. All materials provided. Please call to register or visit website for more information. Art with Emily 402 El Verano Ave. PA www.artwithemily.com Emily Young teaches mixed-media, multi-cultural art lessons for children at her fully equipped studio in Palo Alto. Individual lessons or small group classes available. Art Works Studio 595 Lincoln Ave. PA www.artworkspaloalto.com Art Works Studio offers a variety of fine-art classes for kids, as well as summer camps. Children's Music Workshops P.O. Box 60756, PA www.Alisonsmusiclessons.com Kids music classes and private lessons for guitar, piano and voice. Locations in Palo Alto and Mountain View. Music for special-needs children too. International School of the Peninsula (ISTP) 151 Laura Lane, PA www.istp.org Join ISTP for after-school programs for preschool, elementary and middle-school students. Classes include French cooking, Asian cooking, chess, science, robotics, Chinese dance, art and craft, gymnastics, soccer and multi-sports. For a complete list of classes, visit the Website. Midpeninsula Community Media Center 900 San Antonio, PA www.communitymediacenter.net The Media Center offers classes every month in a wide range of media arts, including publishing media on the Web, pod casting, digital editing, field production, TV studio production, Photoshop for photographers, citizen journalism, and autobiographical digital stories. One-on-one tutoring is also available. Music with Toby www.tobybranz.com Toby Branz offers private voice and violin lessons in Palo Alto. She received her master's degree from the San Francisco Conservatory of Music in 2010 and a postgraduate diploma in 2011. New Mozart School of Music 305 N. California Ave., PA info@newmozartschool.com New Mozart provides private lessons on all instruments for all ages and early-childhood music classes for children 2-7 years of age. Opus1 Music Studio 2800 W Bayshore Road, PA www.musicopus1.com Opus1 Music Studio is offering private and group music lessons for all kinds of instruments to aged 2 and up. Beginners to advanced level. Pacific Art League 688 Ramona St., PA www.pacificartleague.org Art classes and workshops by qualified, experienced instructors for students from beginners to advanced and even non-artists. Classes in collage, oil painting, portraits and sketching, life drawing, acrylic or watercolor and brush painting. Sculpture. Registration is ongoing. Palo Alto Art Center 1313 Newell Road, PA www.cityofpaloalto.org/enjoy Classes and workshops for children and adults in ceramics, painting, drawing, jewelry, book arts, printmaking, collage and more. Register online or stop by the Art Center for a class brochure. Cubberley Community Center Rental Room Users Tenants Room Acme Education Center L1 Artists Studios (23) E,F,U California Law Revision D2 Cardiac Therapy G8 Children’s Pre-School Center T1 Dance Connection L5 Dance Visions L3 Foothill College Administration I Friends of the PA Library - FOPAL Good Neighbor Montessori K3 Hua Kuang Chinese Reading H4 Mitchell Park Library (Temp) Aud Office of Emergency Services D4 Wildlife Rescue V Zohar School of Dance L4 Dance Academy of Danse Libre G6 Belly Rumba with Sol G6 Congolese Dance with Regine G6 Friday Night Ballroom Dancers Pav Red Thistle Dancers G6 Saturday Night Ballroom Dancers- Pav Zumba G4 Shiva Murugan Temple Theatre Shri Krupa Dance Company Theatre Music El Camino Youth Symphony M4 Foothill Jazz M2 Palo Alto Chamber Orchestra M1/Theatre Palo Alto Philharmonic H1/Theare Peninsula Women’s Chorus M2 Peninsula Piano School M7 Foothill Symphonic Wings Theatre Heritage Music Festival Theatre Exercise/Sports Room AYSO Soccer A2 Bay Area 3 on 3 Basketball PAV Basketball/Volleyball Camps Gyms Keys School Gym Palo Alto Table Tennis Club Gym Senior Table Tennis Palo Alto Tennis Club Courts SVK Self Defense G4 Taijiquan Tutelage M4 Traditional Wushu Association Aud YMCA Basketball League Gyms Special Olympics Gyms National Junior Basketball Gyms Palo Alto Midnight Gyms Performance Science Training Institute G4 Palo Alto Elite Volleyball Club Gyms Educational Bay Area Arabic School B2 Dutch School A3 Grossman Academy A2 Kumon Math and Reading A7 Museo Italo Americano A3,6 PAUSD Adult School A2 PAUSD Post Graduate program A2 PA Art Center H6 Other BA Amphibian/Reptile Society H6 Bay Area TheaterSports H1, H6 Christ Temple Church H1 Liga Hispanoamericana de Futbol A2 National Traffic Safety Institute B3 Palo Alto Mediation Any Senior Friendship Day M4 Vineyard Christian Fellowship Theatre, A & M rooms Commonwealth Club Theatre WH O P R O V I D E S W H A T S E R V I C E S I N P A L O A L T O DR A F T 10 -03 -12 AC T V I T Y AR T CE N T E R CU B B E R L E Y LU C I E ST E R N VE N T U R A AV E N I D A S PA U S D AD U L T E D MI T C H E L L PA R K JC C YM C A OT H E R / PR I V A T E Fa c i l i t i e s f o r R e n t La r g e M e e t i n g R o o m s X X X X Sm a l l M e e t i n g R o o m s X X X Ki t c h e n X X Th e a t e r X X Co m m u n i t y C h i l d C a r e X X In f a n t / T o d d l e r C a r e X X Gr e e n d e l l X Pr e s c h o o l A c t i v i t i e s X X Gr e e n d e l l X X Af t e r S c h o o l P r o g r a m s X PA U S D Ki d A c t i v i t i e s X X Te e n A c t i v i t ie s X X X Se n i o r P r o g r a m s X Gr e e n . + C u b b X Da n c e X X X Pa l y X X X Mu s i c L e s s o n s X X Pa l y + G u n n X Ph o t o g r a p h y X Pa l y Co o k i n g Pa l y X Su r l a T a b l e Pa i n t i n g / D r a w i n g X X X X Ce r a m i c s / C r a f t s X Pa l y + G r e e n . Je w e l r y M a k i n g X X Th e a t e r P r o g r a m s X X Co m p u t e r S k i l l s / L a b X Vi a A d u l t E d Pa l y + Av e n i d a X La n g u a g e C l a s s e s X Pa l y ES L Pa l y + G r e e n . He a l t h S e r v i c e s X X Ph y s i c a l T h e r a p y X X X Fo o t h i l l CP R / F ir s t A i d X Re d C r o s s AC T V I T Y AR T CE N T E R CU B B E R L E Y LU C I E ST E R N VE N T U R A AV E N I D A S PA U S D AD U L T E D MI T C H E L L PA R K JC C YM C A OT H E R / PR I V A T E Te n n i s X X So c c e r X X So f t b a l l X Fo o t b a l l Ba s k e t b a l l X X X Vo l l e y b a l l X X Sw i m m i n g ** X X Pa l y + G u n n We i g h t T r a i n i n g X X Fi t n e s s / E x e r c i s e C l a s s e s X X X Pa l y X X X Ta b l e T e n n i s X X Ma r t i a l A r t s X X X Yo g a / M e d i t a t i o n X X X Ba r r P r k E l e m X X X ** Ri n c o n a da P o o l YM C A : P a l o A l t o F a m i l y Y M C A , 3 4 1 2 R o s s ; Pa g e M i l l Y M C A , 7 5 5 P a g e M i l l ht t p : / / w w w . y m c a s v . o r g / Os h m a n F a m i l y J C C - T a u b e K o r e t C a m p u s f o r J e w i s h L i f e , 3 9 2 1 F a b i a n W a y ww w . p a l o a l t o jc c .o r g / Li c e n s e d C h i l d C a r e C e n t e r s & F a m i l y H o m e s i n P a l o A l t o – 2 0 1 1 ht t p : / / w w w . c i t y o f p a l o a l t o . o r g / c i v i c a x / f i l e b a n k / d o c u m e n t s / 2 9 3 4 3 / Pr i v a t e Mu s i c & A r t Cl a s s e s Ar t F o r W e l l B e i n g s 28 0 0 W e s t B a y s h o r e R o a d , Pa l o A l t o ar t f o r w e l l b e i n g s . o r g Off e r s a r t c l a s s e s e s p e c i a l l y w e l c o m i n g p e o p l e w i t h s p e c i a l n e e d s . A F W B i s o p e n t o t h e p u b l i c . Ar t w i t h E m i l y 40 2 E l V e r a n o A v e . , Pa l o A l t o ww w . a r t w i t h e m i l y . c o m Mix e d -me d i a , m u l t i -cu l t u r a l a r t l e s s o n s f o r c h i l d r e n . I n d i v i d u a l l e s s o n s o r s m a l l g r o u p c l a s s e s a v a i l a b l e . Ar t W o r k s S t u d i o 59 5 L i n c o l n A v e . , Pa l o A l t o ww w . a r t w o r k s p a l o a l t o . c o m Off e r s a v a r i e t y o f f i n e -ar t c l a s s e s f o r k i d s , a s w e l l a s s u m m e r c a m p s . Ch i l d r e n ' s M u s i c W or k s h o p s P. O . B o x 6 0 7 5 6 , Pa l o A l t o ww w . A l i s o n s m u s i c l e s s o n s . c o m Ki d s m u s i c c l a s s e s a n d p r i v a t e l e s s o n s f o r g u i t a r , p i a n o a n d v o i c e . M u s i c f o r s p e c i a l -ne e d s c h i l d r e n t o o . Co m m u n i t y S c h o o l o f M u s i c a n d A r t s a t F i n n C e n t e r 23 0 S a n A n t o n i o C i r c l e , Mo u n t a i n V i e w ww w . a r t s 4 a l l . o r g Cla s s e s y e a r -ro u n d i n m u s i c , v i s u a l a n d d i g i t a l a r t s f o r a g e s 1 4 m o n t h s t o a d u l t . V a c a t i o n a n d s u m m e r c a m p s , o n e - a n d t w o -da y a r t s w o r k s h o p s o f f e r e d th r o u g h o u t t h e y e a r . P r i v a t e l e s s o n s a l s o o f f e r e d . In t e r n a t i o n a l S c h o o l o f t h e P e n i n s u l a ( I S T P ) 15 1 L a u r a L a n e , Pa l o A l t o ww w . i s t p . o r g Aaf t e r -sc h o o l p r o g r a m s f o r p r e s c h o o l , e l e m e n t a r y a n d m i d d l e -sc h o o l s t u d e n t s . C l a s s e s i n c l u d e F r e n c h c o o k i n g , A s i a n c o o k i n g , c h e s s , s c i e n c e , r o b o t i c s , Ch i n e s e d a n c e , a r t a n d c r a f t , g y m n a s t i c s , s o c c e r a n d m u l t i -sp o r t s . Ki n d e r m u s i k w i t h W e n d y Mo u n t a i n V i e w ww w . k i n d e r m u s i k . c o m Gr o u p m u s i c c l a s s e s f o r c h i l d r e n a g e s b i r t h t o 7 a n d t h e i r c a r e g i v e r s . A l l c l a s s e s i n c l u d e s i n g i n g , i n s t r u m e n t p l a y , m o v e m e n t , m u s i c a l g a m e s , a n d h o m e ma t e r i a l s , a n d a i m t o d e v e l o p t h e w h o l e c h i l d t h r o u g h m u s i c Li n g l i n g Y a n g V i o l i n S t u d i o Pa l o A l t o li n g l i n g v i o l i n . b l o g s p o t . c o m Pri v a t e v i o l i n i n s t r u c t i o n s t o c h i l d r e n 7 a n d u p a n d a d u l t s f o r a l l l e v e l s . Ma n z a n a M u s i c S c h o o l Ba r r o n Pa r k N e i g h b o r h o o d , p r i v a t e h o m e , Pa l o A l t o ww w . m a n z a n a m u s i c s c h o o l. c o m / Pr i v a t e a n d g r o u p l e s s o n s f o r c h i l d r e n a n d a d u l t s o n g u i t a r , v i o l i n , b a n j o , m a n d o l i n , f i d d l e , v o c a l , a r r a n g i n g , a n d m u s i c t h e o r y . Mi d p e n i n s u l a C o m m u n i t y M e d i a C e n t e r 90 0 S a n A n t o n i o R o a d , Pa l o A l t o ww w . c o m m u n i t y m e d i a c e n t e r . n e t Cla s s e s e v e r y m o n t h i n a w i d e r a n g e o f m e d i a a r t s , i n c l u d i n g p u b l i s h i n g m e d i a o n t h e W e b , p o d c a s t i n g , d i g i t a l e d i t i n g , f i e l d p r o d u c t i o n , T V s t u d i o pr o d u c t i o n , P h o t o s h o p f o r p h o t o g r a p h e r s , c i t i z e n j o u r n a l i s m , a n d a u t o b i o g r a p h i c a l d i g i t a l s t o r i e s . Mo u n t a i n V i e w -Lo s A l t o s A d u l t S ch o o l 33 3 M o f f e t t B l v d . , Mo u n t a i n V i e w ww w . m v l a a e . n e t Of f e r i n g : B e a d i n g , c e r a m i c s , c h o r u s , d i g i t a l p h o t o g r a p h y , d r a w i n g , g u i t a r , I k e b a n a , o r c h e s t r a a n d p a i n t i n g . Mu s i c w i t h T o b y ww w . t o b y b r a n z . c o m Pri v a t e v o i c e a n d v i o l i n l e s s o n s i n P a l o A l t o . Mu s i c W i t h i n U s 24 8 3 O l d M i d d l e f i e l d W a y , S u i t e 1 5 0 , Mo u n t a i n V i e w ww w . t h e m u s i c w i t h i n u s . c o m Cla s s e s , w o r k s h o p s , a n d i n d i v i d u a l s e s s i o n s u s i n g t e c h n i q u e s d r a w n f r o m t h e f i e l d s o f l i f e c o a c h i n g , m i n d f u l n e s s -ba s e d m e d i t a t i o n , y o g a , d e l i b e r a t e pr a c t i c e , g r o u p f a c i l i t a t i o n , s o u n d h e a l i n g a n d m u s i c i m p r o v i s a t i o n . Ne w M o z a r t S c h o o l o f M u s i c 30 5 N . C a l i f o r n i a A v e . , P a l o A l t o ww w . n e w m o z a r t s c h o o l . c o m / Pri v a t e l e s s o n s o n a l l i n s t r u m e n t s f o r a l l a g e s a n d e a r l y -ch i l d h o o d m u s i c c l a s s e s f o r c h i l d r e n 2 -7 y e a r s o f a g e . Op u s 1 M u s i c S t u d io 28 0 0 W B a y s h o r e R o a d , Pa l o A l t o ww w . mu s i c o p u s 1 . c o m Ppr i v a t e a n d g r o u p m u s i c l e s s o n s f o r a l l k i n d s o f i n s t r u m e n t s t o a g e d 2 a n d u p . B e g i n n e r s t o a d v a n c e d l e v e l . Pa c i f i c A r t L e a g u e 68 8 R a m o n a S t . , Pa l o A l t o ww w . p a c i f i c a r t l e a g u e . o r g Cl a s s e s i n c o l l a g e , o il p a i n t i n g , p o r t r a i t s a n d s k e t c h i n g , l i f e d r a w i n g , a c r y l i c o r wa t e r c o l o r & b r u s h p a i n t i n g , s cu l p t u r e . Pr i v a t e D a n c e C l a s s e s Ba y e r B a l l e t A c a d e m y 20 2 8 O l d M i d d l e f i e l d W a y ,Mo u n t a i n V i e w ww w . b a y e r b a l l e t a c a d e m y . c o m Cl a s s i c a l R u s s i a n b a l l e t . Be a u d o i n ' s S c h o o l o f D a n c e 46 4 C o l o r a d o A v e . , Pa l o A l t o ww w . B e a u d o i n s -St u d i o . c o m Ta p , b a l l e t , b a l l r o o m a n d j a z z d a n c e c l a s s e s a v a i l a b l e f o r c h i l d r e n a n d a d u l t s . S p e c i a l c l a s s e s f o r b o y s , s e n i o r s . Br a z i l i a n D a n c e Lu c i e S t e r n C o m m u n i t y C e n t e r B a l l r o o m , Pa l o A l t o ww w . c i t y o f p al o a l t o . o r g / e n j o y Br a z i l i a n d a n c e f o r a g e s 1 6 -99 Ce n t e r f o r M o v e m e n t E d u c a t i o n ww w . m o v e m e n t -ed u c a t i o n . o r g CM E R o f f e r s b o t h i n t r o d u c t o r y o n e -da y w o r k s h o p s t o e x p l o r e w h a t d a n c e / m o v e m e n t t h e r a p y i s a b o u t , a s w e l l a s a s e l e c t i o n o f c o m p r e h e n s i v e A l t e r n a t e Ro u te T r a i n i n g C o u r s e s f o r p r o f e s s i o n a l d e v e l o p m e n t i n b e c o m i n g a d a n c e / m o v e m e n t t h e r a p i s t . Da n c e C o n n e c t i o n 40 0 0 M i d d l e f i e l d R o a d , L -5, Pa l o A l t o ( C u b b e r l e y ) ww w . d a n c e c o n n e c t i o n p a l o a l t o . c o m Gra d e d c l a s s e s f o r p r e s c h o o l t o a d u l t w i t h a v a r i e t y o f p r o g r a m s t o me e t e v e r y d a n c e r ' s n e e d s . B a l l e t , j a z z , t a p , h i p h o p , b o y s p r o g r a m , l y r i c a l , P i l a t e s an d c o m b i n a t i o n c l a s s e s a r e a v a i l a b l e f o r b e g i n n i n g t o a d v a n c e d l e v e l s . Da n c e V i s i o n s 40 0 0 M i d d l e f i e l d R o a d , L -3, Pa l o Al t o ( C u b b e r l e y ) ww w . d a n c e v i s i o n s . o r g Non p r o f i t c o m m un i t y d a n c e c e n t e r , o f f e r s c l a s s e s f r o m a g e 3 t o a d u l t . C l a s s e s r a n g e f r o m m o d e r n t o h i p h o p , l y r i c a l , P i l a t e s , j a z z , b a l l e t , a n d c o n t a c t im p r o v i s a t i o n , a s w e l l a s p r o v i d i n g a p e r f o r m a n c e s h o w c a s e . Uf o r i a S t u d i o s 81 9 R a m o n a S t . , Pa l o A l t o ww w . u f o r i a s t u d i o s .c o m Spe c i a l i z e s i n d a n c e ( Z u m b a , H i p H o p , B o l l y w o o d , H u l a H o o p i n g ) . Zo h a r D a n c e C o m p a n y 40 0 0 M i d d l e f i e l d R o a d , L -4, Pa l o Al t o ( C u b b e r l e y ) ww w . z o h a r d a n c e . o r g Off e r s c l a s s e s t o a d u l t s i n j a z z , b a l l e t a n d m o d e r n d a n c e . Neighboring Community Centers Sunnyvale Community Centers http://sunnyvale.ca.gov/Departments/CommunityServices/CommunityCenters.aspx Community Center, located at 550 East Remington Drive The Sunnyvale Community Center is a unique recreation complex which includes a Creative Arts Center, Performing Arts Center, Indoor Sports Center, general Recreation Center and an Arboretum Complex Use of the Sunnyvale Community Center is for City-sponsored community recreation activities in which anyone may participate. However, there are also accommodations to fit almost every need by private groups from small meeting rooms that can be used by as few as 15 people, to state-of-the-art, Internet-ready conference rooms that can seat 300 guests or clients. A large meeting could be held in the 200-seat theatre, a team building session in the Indoor Sports Center or a wedding reception in one of the fully equipped banquet facilities. The Sunnyvale Community Center boasts a 200-seat theater, which has a fully rigged and lighted stage that can accommodate plays, recitals and concerts. The theatre hosts two resident theatre companies: California Theatre Center (adult professional theatre company), and Sunnyvale Community Players (volunteer community theater organization). Programs and Activities Senior Center The Community Center campus also includes the brand-new Sunnyvale Senior Center, which hosts educational, recreational and cultural activities for adults 50 years and older. The Senior Center also includes several rooms, including a large ballroom and a professional kitchen that can be rented for large events. After School Recreation Programs The majority of after-school programs are conducted at elementary and middle school sites in Sunnyvale or at the Sunnyvale Community Center. Summer Recreation Programs The City of Sunnyvale also offers a wide variety of recreation, sports, arts and enrichment activities and camps for children and teens during the summer months. For middle school and high school-age teens, there is a summer recreation volunteer program designed to provide young people with the opportunity to develop leadership and job skills. Swim classes and drop-in swim at local pools are available for children and adults. Activities for Adults Year-round programs for adults range from adult sports leagues and drop-in gym programs to pottery and other visual and performing arts classes. Therapeutic Recreation Program The Therapeutic Recreation Program promotes the development of new leisure skills, increases self-esteem and social skills. The program provides information and referral services and participates in cooperative recreational programs with other cities for special events. We provide social recreation programs for individuals with all types of disabilities and all levels of functioning. Greenbelt Stroll Hike, swim, play tennis, picnic in the park -- enjoy 2.7 mile-long stretch of the John W. Christian Greenbelt. Columbia Neighborhood Center at 785 Morse Avenue 3.5 miles from the main Community Center The Columbia Neighborhood Center (CNC) is located at 785 Morse Avenue in Sunnyvale (not far from Fair Oaks exit from 101) 3.5 miles away from the main Sunnyvale Community Center. It was developed to provide social, recreational and educational services for north Sunnyvale residents. This collaborative project between the City of Sunnyvale, Sunnyvale Elementary School District, Advanced Micro Devices, Sunnyvale residents, and numerous community agencies was formed in the fall of 1994, concurrent with the opening of Columbia Middle School. The CNC, located on a 25-acre site, includes the AMD Sports and Service Center building, Columbia Middle School, and the Sunnyvale Preschool Center. The CNC is open to all community residents and provides a variety of services and activities year round, seven days a week, including evenings. Cupertino http://www.cupertino.org/index.aspx?page=178 Quinlan Community Center located at 10185 Stelling Road, .3 miles from the Sports Center Built in 1989 and opened to the public in 1990, this 27,000 square foot facility has won numerous awards for its innovative design. It is centrally located on Stelling Road near Stevens Creek Boulevard and enjoys views of the Cupertino foothills and beautiful Memorial Park right out its back door. The Quinlan Community Center is home to the City of Cupertino's Parks & Recreation Department, the Cupertino Historical Museum, as well as serving as a sub-station for the Sheriff's Department. The art of the Cupertino Fine Arts League lines the walls throughout the building. The Quinlan Community Center is a multi-use building, offering classrooms for Parks & Recreation classes, as well as a variety of other rooms available to rent for your business or personal needs. The Cupertino Room features a full caterer's kitchen and can accommodate up to 275 people in a banquet format, or up to 300 people for an event with theater-style seating, making it an ideal spot for weddings, receptions, corporate seminars or meetings. The Social Room can accommodate up to 80 people, ideal for smaller gatherings like birthday parties, baby showers or even an employee retreat. The attached patio provides a quiet spot to relax and enjoy a bit of fresh air or to slip out for a stroll around the park. Community Hall located at 10350 Torre Avenue 1.2 miles from the Sports Center Community Hall will wow you and your clients with its beautiful cherrywood paneling, stylish seating, and theatrical lighting. Elegant, ascending windows stretch toward the ceiling and fill the facility with light. Double glass doors on the north and south sides of the building open onto stately brick patio spaces. The facility also offers state of the art audio/visual equipment for all your technological needs. Two six-foot by eight-foot mounted screens present the opportunity for dynamic presentations, certain to make an impression. Laptop connections are available throughout. A plasma flat screen in the elegant reception lobby adds ambiance to your event while keeping patrons informed. Worried about technology set-up and operation? Our staff assistants are present throughout your event to help. Community Hall can also be transformed into an elegant banquet facility for wedding receptions or parties. Tables and chairs can be arranged in a variety of ways, one of which is sure to be perfect for your event. Cupertino Sports Center located at 21111 Stevens Creek Blvd The Cupertino Sports Center features 17 tennis courts, a fitness center with LifeFitness and Star Trac strength training equipment, LifeFitness and Hoist free weights, LifeFitness and Star Trac bikes and treadmills, LifeFitness ellipticals, Techno Gym Waves, Precor AMT's, 2 racquetball courts, complete locker room and child watch facilities. The resident tennis professional offers private and group lessons, pro shop and Friday Night social drop-in tennis programs. Cupertino Senior Center located at 21251 Stevens Creek Blvd 1 block from Sports Center The Cupertino Senior Center is the perfect place to meet people and enrich your life. We are Cupertino’s hub for activities, information and services that are specifically geared toward active adults 50 years and older. Cupertino Teen Center located at 21111 Stevens Creek Blvd The Teen Center is a new facility with all of the latest gaming equipment and cool features that teens enjoy. Take your pick from a game of pool, foosball, air hockey, pin ball, Xbox 360, Wii, PSII, five computers, board games, two big screen TV’s, movies, and more! The Teen Center also has a kitchenette which includes: refrigerator/freezer, microwave, toaster oven, two (2) large tables, and fifteen (15) chairs. It can be rented for parties or special occasions for $200 / 3 hours. Saratoga http://www.saratoga.ca.us/cityhall/rec/facility_and_park_reservations/facilities/cscenter.asp Joan Pisani Community Center located at 19655 Allendale Ave The perfect location for your next gathering at affordable prices. We can accommodate 15 to 300 guests for your wedding, reception, party or meeting. Garden patio, large multipurpose rooms and kitchen facilities are available one year in advance. Non profit groups receive 50% discount, Residents of Saratoga receive a 10% discount. Preschool, Youth Art & Enrichment • Saratoga Community Preschool, My First Art Class • Youth Oil Painting; Public Speaking, Pre-public Speaking • Music Together, Vocal Performance, Magic, Clay, Piano Games, Beginning Guitar Youth & Teen Health & Fitness • Archery, Jr. Rock Climbing, Fencing, Squash, Shotokan Karate, Gymnastics, Just 4 Kicks Soccer, Lil’ Sluggers, Deep Cliff Golf, Atherton Lacrosse, Ice Skating, Hockey, Tennis • Dance Force, April Paye • Karate, Fun Fun Fundamentals • Saratoga School of Dance: Ballet, Tiny Tots Dance, Ballet/Tap, Boys Tap Dance, Tap Teen & Community Programs • Driver’s Ed, CPR, Youth Oil Painting, Beg. Guitar Adult Health & Fitness • Jacki Sorensen Aerobics, Hula Hoop, Jazzercise, Baby Boomers Fitness, Ergo Fitness Workshop • Deep Cliff Golf classes, Adult Tennis • Cook Your Buns, Eating for Vibrant Health • Saratoga School of Dance: Tap, Latinizmo, Folk Dancing, Zumba • Lunchtime Yoga, Vinyasa Yoga, Beg. & Adv. Yoga, Rosen Method Movement, Beg. Tai Chi • Ballroom, African Dance, Belly Dancing, Ladies Latin Adult Arts & Enrichment • Ikebana, Adult Oil Painting, Beading • Landscaping Design, Chocolate Truffles, Free Your Voice, Take a Tour of Italy, Chinese Painting Saratoga Senior Center, adjacent to the Saratoga Community Center. The Senior Center serves as a vital resource for seniors and older adults in the Saratoga community, offering over 35 activities and classes, as well as other services, trips, and special events, programs and activities, Wellness screenings, Speakers, the Opportunity to build friendships, as well as a caregivers' support group Warner Hutton House, located at 13777-A Fruitvale Ave, around the corner from Community Center This charming & romantic 1896 Queen Anne house includes a garden patio with an inviting gazebo. It is the ultimate setting for your small, intimate garden wedding, and is perfect for small parties, elegant socials or business retreats. The house and garden have a 30 to 80 person capacity. Includes full service kitchen. Saratoga Prospect Center, located at 19848 Prospect Road, 3.1 miles from Community Center The Saratoga Prospect Center (formerly the North Campus) offers an attractive site for business meetings, wedding receptions, parties, and seminars. Facility Rental Discounts (one discount allowed per rental): Non profit groups receive 50% discount. Grace Building Main Room Grace Building Conf/Meeting Room Friendship Hall • 2200 square feet • 30-75 person capacity • $115 per hour • Includes kitchenette facility • 500 square feet • 10-25 person capacity • $55 per hour • 2264 square feet • 150 person capacity • $165 per hour • Full service catering kitchen • Hardwood dance floor Mountain View Community Center located at 201 S Rengstorff Ave in Rengstorff Park http://www.ci.mtnview.ca.us/city_hall/comm_services/recreation_programs_and_services/facilities_and_reservations/reserva tions.asp When the Community Center is not being used for Recreation classes* and City events, it is available for private rental. Our building is the perfect location and facility for that special party or meeting. Located in Rengstorff Park, the Center provides a relaxing setting along with professional, friendly service. Trees, turf and beautiful plants abound in the park and facilities. You will find a skate park, pool, BBQ areas, tennis courts, playgrounds, and a natural grass play area in this beautiful park. • Rooms for rent include the Auditorium (capacity 200), Lower Social Hall (capacity 100), Rooms 2 and 3 (capacities 40and 60) • Preschool programs • Classes are for Tot & Preschool, Youth & Teen, Adults & Seniors Gym Rentals – shared facilities with open middle schools The City of Mountain View has two great gymnasium facilities that are available for rent Monday-Friday, 5:30 pm to 10:00 pm and 8:30 am to 4:00 pm on weekends. Both gymnasiums are divided into two sides/courts (half gym) for $50R/$63NR an hour, or one full gym for $111R/$139NR an hour and are ideal for activities such as basketball or volleyball. The auxiliary rooms are great for many activities including dance and exercise classes. The auxiliary room is available for $121R/$126 an hour. • Mountain View Sports Pavilion at 1185 Castro St, 1.9 miles from Community Center • Whisman Sports Center at1500 Middlefield Rd, 1.4 miles from Community Center Senior Center located at 266 Escuela Avenue, .7 miles from Community Center Game Room -- Billiards tables, table tennis, puzzles and more! Classes & Workshops -- Classes include exercise, arts & crafts, dance, music and enrichment! Also, sign up for free workshops on various topics. Special Events -- Special events year-round for all to enjoy including a Summer Picnic and Holiday Gala! Exercise Room -- Equipped with treadmills, elliptical trainers, free weights, stationary bikes and more! Social Services -- Blood pressure and Alzheimer's screenings, legal assistance and health insurance counseling are offered. Travel Program -- Expand horizons with trips both locally and further afield. Mountain View Center for the Performing Arts, 500 Castro Street 1.9 miles from the Community Center http://www.ci.mtnview.ca.us/mvcpa/mvcpa.html Intelligently designed with state-of-the-art technology, the Center is perfectly suited for its stated goal--to host a comprehensive performing arts program for a culturally diverse community. Historic Adobe Building, located at 157 Moffett Boulevard 1.5 miles from Community Center The restored Adobe Building, located at 157 Moffett Boulevard, maintains its rustic charm while offering modern conveniences to make any event one to remember. It is available for a variety of events ranging from weddings to corporate meetings and boasts the following amenities. The Rengstorff House and gardens in Shoreline Park are available for rental daily except during our public hours, (Sunday, Tuesday and Wednesday, 11 a.m. to 5 p.m). Included in the rental fee is the use of the entire first floor of this historic Victorian home. The maximum capacity of the house using only the indoor areas is 49 people. Using both the indoor and outdoor areas, the house and grounds can accommodate up to 150 guests and is wheelchair-accessible. The gracious dining room and three lovely parlors, all decorated with classic period décor, open up to brick patios surrounded by manicured lawns, blooming flowers and natural areas. Menlo Park http://www.menlopark.org/departments/dep_comservices.html Burgess Park, 700 Alma St Originally a part of the Dibble Hospital Facilities and purchased in 1948, Burgess Park is one of the first City- owned recreation areas in Menlo Park. Arrillaga Family Recreation Center adjacent to Burgess Park The picturesque Arrillaga Recreation Center offers room rentals for both residents and non-residents. This center, complete with full kitchen and ample parking, presents a relaxing setting and is surrounded by a park. Arrillaga Family Recreation Center offers seven rooms for rent of various sizes (680 square feet to 2,378 square feet) including 2 dance studios to accommodate a variety of activities from weddings to birthdays and even corporate events)=Resident, (NR)=Non-Resident Arrillaga Family Gymnasium adjacent to Burgess Park Facilities include basketball, volleyball, and badminton courts for drop-in, youth, and adult leagues. The gym is rented 6 mornings per week for health and fitness classes. Arrillaga Family Gymnastics Center, 501 Laurel Street adjacent to Burgess Park 10,000 sq ft gymnastics room, multipurpose room and exercise room. Menlo Park Gymnastics currently has a girl’s competitive team, which has been very successful in competition. The new facility has the space and equipment to develop a boy’s competitive program and gives the City the ability to host competitions and demonstrations. Future program plans include classes in Rhythmic Gymnastics, Circus skills and cheerleading. In addition to the developmental gymnastics equipment, the new gym has an 1800 sq ft pre-school area with an adjacent toddler restroom. Onetta Harris Community Center, 100 Terminal Ave by the Belle Haven Pool, 3.6 miles from Burgess Park The OHCC offers rentals for Menlo Park residents and non-residents. The center features a multi-purpose room, kitchen, gymnasium, computer lab, fitness center, conference room, pre-school room, and two classrooms. Additionally, the OHCC is home to various City of Menlo Park programs and special events which have included, Multi-Cultural Days, Teen Dances, Camp OHCC, Game Nights, Career Fairs, Holiday Celebrations, Community Classes, and Meetings. Senior Center The Menlo Park Senior Center located at 100 Terminal Ave, Menlo Park, CA 94025 next to the Belle Haven Pool, Onetta Harris Community Center, Beechwood School, and the newly renovated Kelly Park. The Senior Center offers rentals for Menlo Park residents and non-residents. The center features a Lobby, Ballroom, Community Room, Imagination Room, Computer Lab, and Poolside Patio. Additionally, the Senior Center is home to various programs and special events which have included Luncheons, Receptions, BBQs, Picnics, and Fiestas. Teen Services Menlo Park Community Services Department has programs geared for teens. All programs are set up so teens will be with others of the same age and same grade. We offer a series of programs focusing on everything from sports and adventure, to education and career development. Sunnyvale Senior Center Visit Notes Shari Furman set up a very informative visit to the Sunnyvale Senior Center, which is a stand-alone building but part of a larger community center complex. Lead by Gerard, who had also worked in San Jose and San Carlos. Open to 50 and older. 20-25% of users are nonresidents. The building is a Senior Center 8-6 M-F and 10-2 on weekends, but multi-use on evenings and weekends. For example yoga classes may be held there in evening. 23000 sq feet, one story A main theme is that the nature of senior services has shifted, with the trend for more exercise/wellness classes. On space, preference is for flexible rooms that can have different purposes 2800 paid members. Annual membership fees: Basic is $25, Premium (access to fitness equipment room and offsite table tennis) $29. Daily use fee is $5. Non resident fees are $39/$45. Members receive a $5 discount on classes. Note fees last year were $15 and $19; though considerable complaint about raising fees, no fall off in membership occurred after the increases. 1200 unduplicated users of fitness facility per year. Center now attempts full cost recovery-- have lost much in City funding, so attempting to be cost neutral to city. Try to balance free and fee-based activities. Lectures are generally free; most classes are fee-based. Fees earn about $80k, classes earn about $40k. Partners as much as possible with other service providers. Some of their Art programs are done by Adult Ed, which is eligible for County/State subsidies. Foothill/deAnza does adaptive exercise class, with similar subsidy. (Some seniior services provided at Columbia Neighborhood center are for lower socio-economic seniors, and are part of a facility that seeks to serve families in the neighborhood. Those classes have lower fees, a attract a lower socioeconomic group. ) To avoid confusion in registration, those classes do not appear in the City’s brochure; Adult Ed and Foothill/DeAnza market and register for their classes. Some exercise classes are held in nearby buildings, part of the same complex. Fee for 1 per week 9 week Zumba class is, for example, $34. Library visits 2x per month; El Camino Hosp. comes 1x per week; Pamf sends speakers; El Camino Health Library provides resources. Variety of services- lectures, classes, lunch available, lounge, fitness equipment room, computer room, billiard room, art room, art boutique, chatting room, small rooms for privacy Food- Cafe serves a lunch M-F; $5.50 member/$8.50 non-member. Current deal with food provider is that provider gets an office, a full service kitchen for use in catering; first 30 meals are provided free to SC and cost $4 each above 30. Had lost City subsidy of $30,000 which changed price structure; still this year lunch is cost neutral. Four applicants qualified for the RFP; 3 submitted application. New RFP every 3 years. Fitness Room- Cardio and weight resistance equipment. Had been about 60 per day, now 100 visitors per day. Small room- 900 sq. ft. Formerly had a part time staff, then volunteers now none. Many of the volunteers were themselves working out when supposed to be volunteering; all (except 1 or 2 who still come) “walked out” when told they could not use equipment during volunteer time. There was an insurance/workers comp issue involved. Currently, per insurance requirements, the room is locked and members allowed entrance to use only after: some training on equipment, watching a DVD that demonstrates how to use equipment. To allow many members to use and because 20 min is sufficient to maintain cardio fitness, each piece of equipment has a 20 minute limit; self policed; users put name on list for equipment to establish time and wait list. Computer Room- Small with 8 computers. Group had originally wanted 30 computers in larger room, but when it was explained that having a dedicated use would make the large room unable to be used for other functions, and at various times of day, the supporters understood. The room is open 5 hours per day, and well used. There is not a need for waitlists for computer use. In past year have seen a surge in skype use. Some instruction is given for those who want to learn how to use email. Retired engineers help with hardware and software issues. Members can bring in laptops or desktops for free help. AV room- Used for films on Friday nights and for lectures. Film screenings were much more popular 5 years ago; Now attendance may go as low as 5-10. Not likely to be there in a few years Consulting Rooms- One of their more more unique features. 4 rooms used for a variety of services where more privacy is need. Blood pressure clinic 2 per week; health insurance counseling; 20 minute free meetings with lawyers who provide this service pro bono; etc. Large Room- Divisible into 3 rooms by partitions.Some part used for classes, lunch served in one part. Special Events-hold 10 per year. Room is often rented on weekends for weddings/events; reg hourly rate is $175 but premium rate for weekends is $300 per hour. Total room size 4300 sq feet Boutique- at front entrance; most centers have discontinued boutique, but it seems to work at this center; artists receive space and utilities; MOU with City that 10% of revenue goes to City. Art room- Have art classes and areas to work. When he arrived, art was 70% of classes and exercise 30% but surveys and subsequent usage have reversed those proportions. Art classes are also offered in other parts of Community Center, but at different level. There is now more demand for health maintenance than for art. Chat room- This is a use that is likely on way out over time. It was requested by the former center’s most frequent users, a small room where they socialize with some greater degree of privacy. Users are small group of women > 85 who do not want to be home alone. Lounge- Open area with sofas and chairs, where can get cup of coffee or tea, and read paper, play cards, or talk. Pretty well used. Billards- They do have a room with several billards tables, which is not something he would install, and is somewhat of a luxury in that the space can only be used for billiards. Limits space to one service. Games- Do not offer Bingo (despite some requests) -- a church down the street does that; chess and cards are pretty flat line; Ma Jong is increasing Travel- Separate handling of travel which is full cost recovery. They have several day trips each month (sample fees $59-117) by bus that leave from SC, and an “extended trips” abroad arranged differently. Users- Sunnyvale population is 144,000, of which SC has eligible population of 30,000 people (>50 years) and currently serves 3000. Most are older than 50, but some people in 50’s may come to a lecture on how to care for more elderly parents. Users must be able to use facility “independently” or bring assistance. Wheelchairs, and walkers are fine, but where they have had problems is mental issues, ability to engage. Not able to handle Alzheimer's patients. If a person is unable to communicate well or to keep up with a card game, for example, then the other participants will tell staff. All rooms are equipped with “T Loop” a system that facilitates appropriate automatic tuning of hearing aids. Out-of-town users- during the summer, SC sees 50-150 seniors, mostly, East Indian, in who are visiting local family and prefer to have some activity during day when family may be busy. Transit- They do not have shuttles to bring users to SC. Some senior residences bring users in vans. Local nonprofits and volunteers also provide transit- Road Runners, Heart of Valley, etc. No VTA routes were created for the center, but it is just off El Camino, and is therefore well served by VTA. Maybe 3 bikers a day. Homeless- is a major challenge. Not aware of all details, but know that sleeping in vehicles is a problem. Some people sneak in to use SC restrooms for a shower-- SC restrooms do not have showers. Other building, Indoor Sports Facility does, has had some unhoused population issues. Pool is offsite. Success- Lots of planning and listening to users and potential users. Had focus groups and other meetings. Recommend having separate meetings for public-at-large and shareholders, otherwise, the stakeholders tend to drown out the public-at-large. Recommend having stakeholder gathering in one large room with groups of tables so that stakeholders get to give input and listen to input of other stakeholders. Gathered comparisons of what other cities are doing, and what is available nearby (YMCA, private providers like gyms and cardio circuit facilities in strip malls, nonprofits) He will sent us matrix with analyses. Lots of input gathered, but staff made final decisions. The analysis of other services available is ongoing, not just for original design of space. Tips - Gets lots of input. Have space flexible to use for variety of services and be able to change as demand changes. Monitor demand. Seniors want to maintain mental and physical health. Look at Santa Clara, newer facility, beautiful, two stories so have more space; warm pool on site. Staffing- 4 full time staff; one part time 30hrs wk; one part time care manager- 20 hr per wk; 220 + volunteers Youth involvement/ interaction- Youth who volunteer are generally in summer; do work in kitchen or assist with computer, or perhaps entertainment, such as group of youth who play violins. (Also mentioned re youth that the most successful collaborative educational programs with elderly and youth are at more jr college level, or SF State where have some voc ed for nursing; and further noted that Palo Alto person recruits some SC members to be literacy coaches). History- Center was approved by Council in summer 1998,in response to group campaign for center. Senior services previously had 7000 sq feet, at a 25000 sq ft multipurpose community center at former school site that was being vacated when school district raised rent. Advocacy group had wanted only senior uses in the building, but compromised with council vote to allow rental and use of facility nights and weekends. Users generally report that while they want wellness, they did not want SC to be like a membership gym, where someone would tell them to work out; did not want a 24 hour feeling. Like having lounge. Impact of the Aging Baby Boom Population on Palo Alto’s Social and Community Services White Paper for Discussion November 2006 Introduction This study endeavors to assist Palo Alto’s City government, local nonprofit agencies, and the community at large in understanding some of the impending impacts of a rapidly changing demographic environment driven by the aging of the Baby Boom Generation. These evolving trends will result in dramatic differences in the characteristics and needs of our residents, and these changes will undoubtedly have an impact on policies, programs, services and practices within our community. This analysis was initiated by the Community Services Department of the City of Palo Alto and was undertaken by a Task Force of community leaders and service provider agencies. The study does not claim to be scientific or scholarly. Instead it is a surface exploration of the issues and a call to action proclaiming that now is the time to understand and plan for the inevitable. The White Paper purposely focused on lifestyle issues including education, recreation, health, fitness, leisure and social services. It does not attempt to delve into medical, emergency preparedness, safety and consumer services. These are concerns that demand their own stage. Need for the Study There are many reasons why it’s important to understand the future lifestyle and social service needs of this burgeoning population including financial, community planning, transportation and social service implications. It is imperative that we begin planning for these now, before they overwhelm the resources of many of our public and non-profit service providers. Palo Alto’s population profile has already begun to transform due to significant demographic and social trends: • The aging of our population with the impending passage of the massive Baby Boom generation into the elder cohort, and • The increasing longevity of the population due to medical advancement and healthier lifestyles. Given these facts, one of many reasons for initiating a planning strategy is articulated in research conducted by the National Research Center Inc. (NRC) of 2 Boulder, Colorado. The NRC analyzed data from 9000 surveys of older adults. The study made a direct correlation between the number of community “strengths”, defined as physical health, outlook on life, and social and family connections, with the number of hospitalizations, institutionalizations and accidents. In short, the study determined that if a community can provide its people the opportunity to “age well” it can save untold hardship and millions of dollars in unnecessary costs. A second key reason for the study is to begin to identify the resources and opportunities that will come with our aging population. By anticipating the future needs of employers and public agencies, and through appropriate recruitment and training techniques, a new workforce may be discovered, bringing with it wisdom and experience not previously seen in previous generations of elders. The goal of this paper is to attempt to describe some very real social issues and opportunities, identify some of their impacts and begin a dialogue on how best to find appropriate solutions. 3 Executive Summary It’s no secret that America is graying. Newspaper, television, magazines, government and scholarly reports tell us that the first wave of the Baby Boom generation is now entering into their retirement years and that we are on the threshold of a major shift in demographic characteristics. In the next thirty years our nation’s “senior” population will double due to the shear size of the Boomer generation and, thanks to medical and health advancements, will live longer than any previous generation. But what about Palo Alto? What will the impacts be to our community and social service delivery systems? Do we need to prepare for these impacts, and if so, what do we need to prepare for? Can we be a community that is “elder friendly”? These are just some of the questions that prompted a nine month examination of this issue by a Task Force of City and nonprofit community and social service providers. What was discovered in many ways mirrors the national landscape. Boomers will live longer, be more active, have more money to spend, and hold great political clout. Our future population will not only be older – but they will also think differently than past generations. If anything, they will be more socially and culturally engaged, healthier, have increased mobility and be more independent. How will Palo Alto be impacted? From input provided through a community visioning meeting and a community-wide survey, the thoughts and concerns of some 400 Palo Alto Boomers can be summarized as follows: • Boomers want to live independently as they age and the concept of a “senior friendly” environment, especially with regards to mobility, is especially important. • There is a deep desire to be engaged in community and social activities and have a variety of learning opportunities. • Palo Alto Boomers want to stay involved, for either lifestyle or financial reasons, through volunteerism or continued part or full-time employment. 4 • Our Boomers want to remain physically and mentally active and healthy, well into their elder years. Also, a key finding that could greatly impact the Palo Alto community is that 80% of our Boomers say they are planning to stay in Palo Alto as they age. If true, in the next twenty years, and given the fact the Palo Alto is generally considered residentially built-out, the percentage of our older population will outpace all other demographic segments, creating a scenario where upwards of 40 percent of our total population will be 55 years of age or older. Consequently, the service delivery implications may be challenging, especially when you consider the fastest growing population segment will be those age 85 and older. This group will require an unequaled level of support services, placing great demand on public and private support agencies. Another key factor is whether our Palo Alto based agencies are prepared to meet the service delivery impacts brought on by the aging of the Boomer generation. Palo Alto is currently blessed with outstanding services for older adults including those provided by Avenidas, La Comida, Palo Alto Family YMCA, and the Albert J. Schultz Jewish Community Center (JCC). But are these institutes prepared to meet the challenges of the future? Avenidas, Palo Alto’s largest, full service provider for older adults, has already found its assets strained by the needs of the changing population. Both the JCC and YMCA have unused capacity (the JCC will expand services when it moves to a new campus in 2009), but both organizations indicate the need is increasing. The La Comida nutritional program is at capacity and already requires more space and staffing resources. And, although providing a full spectrum of adult lifestyle activities, the City of Palo Alto devotes a very small percentage of its community services budget to older adult programs. Of course, with change comes opportunity. Our Boomers will possess the highest educational level of any past generation, and as revealed through our survey, they have a desire to continue to work and volunteer in the community. With appropriate training and through creation of policies and education to end “age discrimination”, the harnessing of this intellectual and skilled labor force could truly be beneficial for the entire community. This White Paper suggests strategies to meet the projected impacts and make the best of the opportunities that are before us. Where we go from here is up to our community, and over the next few years our government, nonprofit and business sectors will need to better understand the unique needs of this burgeoning generation and answer the questions: 5 • Given a strained financial environment, is there a way to better distribute our public resources to meet the needs of our Community? • What changes do we need to make in the City’s physical attributes that will allow people to age well and safely? • What planning must happen now to meet the anticipated social and community service needs 10, 20 and 30 years from now? • How can we best use the human resources that come with the numbers, experience and education of the Boomer population? This study calls for the development of a strategic plan to address these questions and to determine the opportunities inherent with the aging of the largest generation in America’s history. We, as a community, must begin to find answers to these questions now because these inevitable and dramatic demographic changes are happening - now * * * * * * * * * Current Population Trends The Boomers Are Coming! The 76 million ‘Baby Boomers’ born between 1946 and 1964 represent the largest birth cohort ever in the United States. The first of the Boomers turned 60 this year and by 2030 all surviving Baby Boomers will be between the age of 66 and 84 and will represent one of every five Americans1. America’s Boomers make up 27.5% of the population, have an estimated annual spending power of $2.1 trillion, and comprise 45.8 million households with average spending of $46,000 per household. 1 Excerpt from the State of California “SB 910 Strategic Plan for an Aging California Population”, 2003 6 Palo Alto is already experiencing the profound impact of this “graying of America” trend. Between 1990 and 2000, as a result of the out migration of young adults and the aging of Boomers, the Palo Alto population of 45-60 year-olds increased from 17.5% to 22% of the total population.2 Indeed, the middle age and senior populations are the only segments in our community that have grown significantly over the past thirty years. Palo Alto Population by Age: 1970, 1980, 1990, 2000 0 5000 10000 15000 20000 25000 30000 Pre-school (Under 5)School Age (5-17)Child Bearing (18-44)Middle Age (45-64)Senior (65 and over) Age Group Pop u l ati on 1970 1980 1990 2000 Only the senior population has experienced consistent growth over the last thirty years. The recent spike in the middle age population will cause the senior population to grow dramatically in the years to come. As the Boomers continue to age, they will cause the senior percentage of the population to grow even more dramatically. Between 2000 and 2030, Palo Alto’s population of older adults (age 55 and above) could more than double to over 36,000. Because the total population of the City is unlikely to double over this timeframe, we can expect a significantly higher percentage of older adults in our community. These projections assume no out migration, as no statistics are available. However, in our survey of 323 local Boomers, 80% reported that they intend to stay in Palo Alto when they retire. If this percentage is anywhere close to reality, we could expect the senior population of Palo Alto to be approximately 36,200 by 2030, which represents a 113% increase. 2 Excerpt from “City of Palo Alto Community Profile”, July 2005 7 Projected Growth in Palo Alto's Older Adult Population (age 55+) 16,959 24,956 31,838 36,200 35,292 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 2000 2010 2020 2030 2040 The next senior population will be more ethnically diverse as well. At present, about 80% of the Palo Alto senior population is Caucasian and 11% Asian. Over the next thirty years, an increasing percentage of this population will be Asian and, to a lesser extent, Hispanic. (Note: Projections extrapolated from U.S. Census data) Our community must adapt its services to appeal to the different needs and interests of these groups. Ethnicity of Senior Population 2000-2030 0 5,000 10,000 15,000 20,000 25,000 30,000 35,000 40,000 2000 2010 2020 2030 African American Other Hispanic Asian Caucasian 8 Differences Between Generations Within the older adult population, it is important to distinguish between the “young-old” (those less than 75 years of age), the “old” (75 to 84 years of age), and the “old-old” (85 years of age and older) and to plan for a more ethnically diverse older population. The California Policy Research Center at the University of California expects the average life expectancy to be 81 years of age by 2020. In 1980 the mortality rate was 73 years. Because of this increased longevity, the greatest growth will be among the oldest Palo Altans, the “old-old” seniors. By 2040, this group will represent more than one quarter of the city’s older residents, up from one in ten in 2000. The “old-old” population will outnumber the “young-old”. Old-old seniors will need the most supportive services and practical help and is likely to have the lowest incomes, placing great demand on the city and those organizations that provide services to them. Palo Alto's Older Adult Population from 2000 to 2040 0 2,000 4,000 6,000 8,000 10,000 12,000 2000 2010 2020 2030 2040 Age 55-64 Age 65-74 Age 75-84 Age 85+ Within the “young-old” group, the very definition of “old” is likely to change in coming years. This group will be more mobile and healthier. Its changing expectations, discussed below, will alter our thinking about what is meant to be “old” or a “senior”. Chronological age will become less of a determining factor in what one considers “old”. Instead, functional ability is likely to become more of a determinant, and may become a more relevant criterion for eligibility for public benefits and demand for services. In this way, older adults will be less likely to seek out services and activities designed for others of the same age, and 9 more likely to participate in activities with people – of all ages - who are similarly mobile and healthy. The cultural differences between those born in the period 1911 to 1945, and the Baby Boomers born after 1945, are striking, and help us predict how the interests, expectations, and desire for services will change as Palo Alto’s Baby Boomers age. Many of those currently over the age of 60 served in World War II, may have witnessed the Great Depression, and through their labors created the booming economy of the 1950’s and the rise of the middle class. Their experiences taught them the value of hard work, self-sacrifice, discipline and team spirit. This generation learned to rely on the government and has an expectation that the government will take care of them. Indeed, Social Security gave this generation unprecedented economic security, and they were the first to experience mass retirement and transition to a period of life dominated by leisure. This generation is conservative, risk-averse and conformist. The Baby Boomer generation, on the other hand, grew up in a period of unprecedented prosperity and unlimited horizons. They disdain authority and traditional values, and prize their individuality. Boomers want to have it their way, have it now, and enjoy the experience. William Novelli, Executive Director of AARP describes them this way: “Basically, boomers like to have fun…They are looking for the new experience. They want to create their own experiences, because in this “been there, done that” world of today, they are often bored, and searching for novelty.”3 Boomers do not associate age with disease and disability; indeed, they have every reason to expect to live longer and healthier than their parents. But they do not take their health for granted and, for them, wellness is very important. This generation wants fitness activities, recreational resources, nutrition, and information about preventative health care and healthy living. But for this very same reason, Boomers tend to be in denial about - and generally are not planning for – the reality that in their latter years they may well experience disability and chronic disease. Undoubtedly, an increasing number of the “old-old” will need supportive services such as in-home care and adult day care to remain in their homes. 3 From “How Aging Boomers Will Impact American Business”, a speech to The Harvard Club by William Novelli, Executive Director and CEO, AARP, February 21, 2002. 10 The needs and expectations of Boomers will be diverse, and they will demand choices. This is not likely to be a generation that seeks out – at least in the short run - the institutions and services that have served their parents so well. Terms like “senior centers” and “old age homes” are quickly becoming obsolete and are being replaced with terms like intergenerational centers and asset-based aging. There are other differences between Boomers and their parents. They “see retirement as a transition; not a termination.”4 AARP research has shown that 8 in 10 Baby Boomers plan to work at least part-time. Of that percentage, 35% of them will work mainly for interest and enjoyment, and another 17% would like to start their own business. Given the very high cost of living in this area, many local Boomers will be motivated to work to augment their income to make it possible to remain in the area. Boomers expect to need more money during retirement, and plan to spend it to enhance their lifestyles. There are also indications that as Boomers seek to remain productive in their retirement years they will turn to volunteering and civic engagement in large numbers. Our survey of Palo Alto Boomers confirms this national trend. In answer to the question “When you have more free time, what do you want to do with it?” 42% of the respondents answered that they want to volunteer in the community. It will be a challenge to the service sector to offer volunteer work that gives Boomers new experiences, the opportunity to work independently and, above all, many choices. If local institutions are successful in engaging Boomers in community work, they will be greatly rewarded as Boomers direct their considerable talents and energies to addressing some of the community’s problems. * * * * * * * * * 4 From “How Aging Boomers Will Impact American Business”, a speech to The Harvard Club by William Novelli, Executive Director and CEO, AARP, February 21, 2002. 11 Local Survey Palo Alto’s Boomer Landscape Although there has been much information disseminated on the demographics and characteristics of Boomers on a national and state scale, there is relatively little information describing the characteristics of Palo Alto’s aging Boomers. In order to understand what these Boomer’s needs and concerns are, three methods of obtaining information were used by the study Task Force; a community input event, a written questionnaire, and a survey instrument. Community Input Event The Task Force hosted a “Community Visioning Meeting” where residents of Boomer age were asked to participate in a two-hour discussion led by noted facilitator, Diana Schlott. The public meeting was designed to give participants an opportunity to share their perspectives in an open and engaging environment. The meeting was held on May 11, 2006 at the Art Center Auditorium and 48 Palo Alto residents participated. Following an introduction as to why the meeting was being hosted, and a brief presentation on the history of 20th century generations, the participants were divided into small discussion groups. Each group was given two questions to discuss and report out on. Groups were then asked to develop consensus on the top five answers for each question. The questions asked were: A. What are the services and programs that you’re presently using that you’ll need more of in the future? B. What new services may be required in order to allow you to age well? Due to time limitations, participants were also requested to complete a written questionnaire that asked: 1. Are you planning to stay in or near Palo Alto when you retire? 2. If you’re planning on moving to another location in your next phase of life, what would make you stay in Palo Alto? 3. When you have more free time, what do you want to do with it? 4. If you knew you’d live to be 100 years old, what would you do differently? 12 Our Community Talks: Concerns and Desires Group discussions were lively and a great many ideas and themes emerged. The following summarizes the most prevalent themes that surfaced from the dialogue: ¾ When asked to identify the services and programs that Boomers are presently using that they will need more in the future, a variety of services and programs were identified. The five major themes, in order of priority, that dominated the discussion where: 1) Social, Cultural and Leisure Activities Examples cited most frequently were travel; activities at night for adults/seniors; activities for widows/widowers; creative arts classes; book clubs; Stanford Lively Arts; inter-generational interaction; dance groups; poetry nights; art and theater events; open microphone; and increased social gathering points. 2) Parks and Recreational Services and Facilities Within this theme the most mentioned uses were activities that draw people to parks; lawn bowling; Tai Chi; playgrounds for seniors; senior and community centers; a golf club for Boomers; and sports leagues for seniors. 3) Senior Designed Community/Social Services Examples cited included buddy systems for walking, hiking and exercise; quality Police, Fire and EMT services; food closets; outreach for shut-ins; social services targeted at aging; walk-able neighborhood shops and services; universal housing concepts5; and vibrant downtown neighborhoods. 4) Education and Library Services Some of the specific services and programs identified as important were readings clubs; technical classes; quality library facilities and programs; Palo Alto Adult School; City-sponsored special interest classes; Stanford continuing studies; and Foothill College. 5) Information and Referral Services Examples for information and referral programs included continued communication about programs for adults; easy, single point access to information on caregivers; technology services; Medicare advice; tax preparation 5 A set of accessibility features such as zero-step entrances, wide interior doors, and accessible bathrooms. 13 assistance; and the need for a Palo Alto-based website for volunteer opportunities and services. Other themes included health care/in home services, and health and fitness programs. ¾ The next question asked participants to think about their future. When asked to identify “What new services may be required in order to age well” the themes that gathered the most responses were: 1) Transportation By far, a transportation and mobility theme resonated the most with the group. Examples cited included a “safe ride” program; bike sharing; more bike paths; car sharing; mass transit that gets “closer to home;” opportunities for electric wheelchairs to use bike lanes; more public transportation; increased frequency of the City and Stanford University shuttle; transportation to distant parks; a cross- town trolley on Middlefield Road; and the need for volunteer drivers in lieu of para-transit services. Much discussion was devoted to keeping ones’ independence, whether or not an automobile was available. 2) Social, Cultural and Leisure Activities Also ranking very high in interest was social, recreational and leisure activities including references to intergenerational activities, connectivity, social support groups, interest-based activities vs. age-based activities, more daytime activities, senior related activities, and social integration. Participants abhorred the idea of isolation and loneliness, and in general, wanted to be active and share life experiences with others. 3) Parks/Recreational Facilities and Programs Examples cited for new services for parks and recreation facilities included “younger” senior centers (a blending of adults and elders); more locations for Avenidas; libraries as combined community centers; multi-generational community centers; senior-friendly camping sites; additional off-leash dog areas and trails; more recreational services like the YMCA; and recreational membership fees reduced for those 50 plus. 4) Senior Designed Communities/Social Services Within this theme some of the ideas that emerged were identifying homebound individuals in case of emergencies; “assisted living without walls”, farmer’s markets in additional areas of town; more home care services, meal delivery services; programs to address loneliness and isolation; transitional services; 14 neighborhood access to shopping and services; and centers for basic services located throughout town. 5) Education and Libraries Some of the examples characterizing this theme included learning new languages, educational programs about health and welfare, life-long learning classes, providing a “living history” with Boomers presenting their histories in schools, teaching, mentoring and training opportunities for older adults, the provision of larger print books at well-designed libraries facilities. Outside of the five themes noted above, housing, assistive living and health and fitness programs were also concepts that emerged during discussion. Participants were also asked to complete a written questionnaire: 1. When asked the question, “Are you planning to stay in or near Palo Alto when you retire?” 76% of participants said they planned to stay in their present home. 2. When asked “If you’re planning on moving to another location in your next phase of life, what would make you stay in Palo Alto?” the two factors most frequently cited were affordability and better public transportation. 3. For the question “When you have more free time, what do you want to do with it?” the focus was on travel, volunteering, lifelong educational opportunities, spending time with friends and family and staying mentally and physically fit. 4. When views on the question “If you knew you’d live to be 100 years old, what would you do differently?” were solicited, the major themes that emerged were keeping in better mental and physical health, and saving more money for retirement. It’s noteworthy that throughout most of the discussion, Boomers wanted us to know that they did not want to be “pigeon holed” when it came to the provision of services. In other words, Boomers want choices and the opportunities to participate in most activities according to interests, not age. 15 A Community Survey The method used to collect quantitative data was through the use of a survey instrument. Due to funding limitations, the survey was not of scientific design, but was meant to build upon and test the information gathered at the community visioning meeting. The survey was made available in hard copy and through the Internet using the Web tool, Web Surveyor. The survey was advertised through newspapers, email “blasts,” and through newsletters to the constituents of our participating Task Force organizations. 323 surveys were received over a six-week period from Palo Alto resident “Boomers.” To ease the completion of the survey, participants were asked to prioritize specified service themes, which included: • Career/Volunteer Opportunities: full/part time jobs, job banks, career placement, volunteer listings, etc. • Civic Engagement Opportunities: including running for office, board and commission work, advocacy, inter-generational exchanges, political activism, etc. • Education & Libraries: opportunities for advanced degrees, life-long learning, classes and workshops, library facilities and services, collections, reading clubs, lectures, book mobiles, etc. • Housing & Assisted Living: affordable housing, more housing options, assisted care facilities, in-home care services, day-care programs, home repair services, etc. • Financial Assistance & Planning: senior/low income discounts, financial information & referral, financial planning services, financial counselors, etc. • Health & Fitness Opportunities: health clubs, yoga & other fitness classes, nutritional programs, gyms, aquatics, par-courses, senior sports leagues, in-home fitness services, etc. 16 • Information & Referral Services: health, social services, emergency services information services, more information distribution points, one stop shopping for information, life counselors, etc. • Parks & Recreation Facilities: urban and open space parks, enhanced community center facilities, senior centers, athletic fields & facilities, golf course, meeting rooms, etc. • Senior Designed Communities: walk-able neighborhoods, support groups, neighborhood services, universal design concepts, etc. • Social, Cultural & Leisure Activities: theatre, arts, special events, social gatherings, travel, clubs, etc. • Transportation: public transportation alternatives, safer roads and pedestrian access, shared transportation, bike lanes, shuttle services, etc. 17 Key Finding From the Survey When Were You Born? 42% 1946-55 58%1956-64 The 323 survey participants were fairly divided between older Boomers, born between 1946 and 1955 (58%), and those born between 1956 and 1964 (42%). It should be mentioned that this outcome was significantly different from the participation at the community input meeting where 83% represented the first decade of the Boomer generation. 18 Are You Planning to Stay in Palo Alto? 20.00% Yes 80.00% No Survey data and community meeting input were quite similar when asked if Boomers planned on staying in Palo Alto after retirement. Eight out of ten of our Boomers said they planned to continue residing in Palo Alto, echoing data from many previous surveys that predict “Aging in Place” will continue to be the preferred choice of older adults. The data also suggests that housing turnover will slow, making it more difficult for younger families to move into an already built-out city. This phenomenon may also have serious impacts on living arrangements, housing services, and result in an increased need for local elder care, support services and assisted living. 19 Education and Libraries Social, Cultural and Leisure Activities Health and Fitness Opportunities Parks and Recreational Facilities Transportation Career/Volunteer Opportunities Information and Referral Services Housing and Assisted Living Financial Assistance and Planning Senior Designed Community Civic Engagement Opportunities 50 60 70 0 10 20 30 40 Percent of Responses What Services Do You Currently Depend On? When we asked Boomers to look at their lifestyle needs of today, and begin to project their needs into the near-term future, four themes were clear priorities. Data suggests that Boomers are presently engaged in and will continue to find a priority in leisure activities; health and fitness; park and recreation facilities; and life-long learning and library-based services. This does not come as a surprise, as mentioned earlier, Boomers are individualistic, looking for new experiences and wanting to be fit and healthy enough to experience them. 20 Transportation Health and Fitness Opportunities Education and Libraries Housing and Assisted Living Senior Designed Community Social, Cultural and Leisure Activities Parks and Recreational Facilities Career/Volunteer Opportunities Information and Referral Services Financial Assistance and Planning Civic Engagement Opportunities 30 35 40 0 5 10 15 20 25 Percent of Responses What New Services Are Needed? In this question we asked participants to look into the future. The mindset is indeed different than the pronounced themes from the previous question. As opposed to education and socializing being a top priority, when Boomers contemplate the idea of “getting old” they are more interested in better forms of transportation and staying healthy. Many consider the ability to drive as the last vestige of independence and the survey confirms that Boomers want to continue their independence, car or no car. The survey also implies that the need for more health and fitness programs, continued opportunities for socialization and education, and the ability to age in their own homes as priorities for our aging populous. 21 Surprisingly, although transportation continues to rank relatively high, the le and edu ation are seen as the most valuable of themes that make up lifesty c services. Note that this outcome was expressed different at the community input meeting where transportation was proposed as the highest priority, followed closely by fitness, cultural and educational opportunities. This data does confirm that the provision of a variety of educational, social and lifestyle 0 10 20 30 40 50 60 Percent of Responses Financial Assistance Information and Referral Services Senior Designed Community Parks and Recreational Health and Fitness Opportunities Social, Cultural and Leisure Activities Education and Libraries Of All Services, Which Are the Most Valuable to You, Personally? Transportation Housing and Assisted Living Career/Volunteer Opportunities and Planning Civic Engagement Opportunities Facilities 22 programs and services are essential to how Boomer’s perceive the concept of “Aging Well.” The survey instru you have more time ment also asked for written comments for the question, “When , what do you want to do with it?” Hundreds of comments ere provided, and the predominant themes, prioritized by the number of times o Reading ing, golf, running, bicycling, etc.) on more time with family nd learning about art and cultural activities and presentation Ad for general comments. Although it’s impractical to e individual thoughts provided by our participants: r, ND young folks. If seniors want to be near family but younger generations can’t afford to live in the Bay Area – “Tran my to ed 75+). There doesn’t seem to be anything for active, healthy, people in their 60’s and early 70’s.” “Retir projec er wages to offer their expertise to the City. Perhaps you should maintain a registry of residents w each concept was mentioned, were: o Volunteering o Travel o Fitness (swimm o Educati o Spending o Enjoying the outdoors o Attending a ditionally, the survey asked provide all of the comments offered, the following quotes represent some of th “Us Boomers will stay active and want places to go dancing, to dinne theatre, at affordable prices.” “… the cost of housing and living in this city are the most critical variables for seniors A we will have to leave!” sportation for people who can no longer drive their own car would be p priority.” “Services for seniors in Palo Alto tend to be viewed as assistance for the aged (ag ed, or partially retired, PA residents could be hired for short term ts. They might be willing to work for low 23 with expertise who would be available for City or nonprofit projects at reduced rates?” “I’d like to see a moratorium on new services so that new taxes and fees can be avoided . . .so I can afford to continue living in Palo Alto retirement.” “Prov charge h prices to afford our homes. . . .We tend to have children later in life . . . . We are going to be very strapped for cash and retiring before “The health ow many current retirees take advantage of travel, cultural and education services. Planning for the huge influx of Baby Boomers * * * * * * * * * in ide exercise and recreational programs at reasonable rates or free of .” “Those of us that are at the end of the Baby Boom have paid extremely hig our kids graduate from college.” three most important things to consider: public safety, education and care.” “I have been retired now for less than a year and have been surprised to see h who are retiring will be good for Palo Alto and its citizens.” 24 Inventory of Palo Alto Service Assets Palo Alto is fortunate to have a wide variety of civic and nonprofit agencies providing programs and services to meet the needs of older adults. These agencies provide a wide range of services from recreational opportunities to social services. The following summarizes the programs and services of each agency and tries to provide some perspective as to the present and future capacities each program in terms of staffing and facility levels. Avenidas Services: Avenidas is a full-service older adult center. It offers a wide range of programming including classes in creative arts, personal interest, and health and fitness. Its service range also includes special events, personal health services, counseling and support, case management, adult day health care, transportation services, volunteer care giving outreach, social clubs, handyman service and volunteer placement. Budget: Avenidas’ total budget committed to older adults is $3.7 million funded in part with $420,000 from the City. Capacity: On average Avenidas’ staffing capacity6 ranges between 75 to 100% depending on the program while its space capacity is similar. In almost all of its program areas, Avenidas is seeing increased participation and is over capacity in case management and transportation services. There is little doubt that the program continues to grow and to meet the demand it will require more facility space in the not-so-distant future. Albert L. Schultz Jewish Community Center Services: This center, presently located on the Cubberley Community Center campus, focuses on classes, clubs, health and fitness activities and special events for older adults. The agency also offers information and referral services to its members. Budget: Total current annual budget dedicated to older adult services is $80,000. Capacity: The program does have space capacity for increased participation with programs utilizing 25% to 75% of the available space; however staffing is at 100% capacity for almost all services. Note that in 2009 the JCC will have a new 6 Staffing and facility capacity have been evaluated by each agency in terms of their ability to meet the perceived needs of their clients for various services. 100% staffing capacity, for example, means that the agency is currently using all of the staff resources it has available for the service or program. 25% space capacity would mean that the program has the facility capacity to increase programming by 75%. 25 location in south-east Palo Alto and with it increased capacity for both staffing and program. City of Palo Alto Services: The City of Palo Alto offers few programs focused at older adults. It runs a golf course with “senior” reduced fees, a senior softball league, and the Senior New Year’s Eve Day Bash. Of course, the City also offers a very rich scope of activities and services for adults of all ages including thousands of acres of parks and trails, branch and full service libraries, theaters, community and interpretive centers, aquatic facilities and a full range of art and recreational classes and special events. Palo Alto also provides a shuttle service that offers no-cost transportation on specified routes. Palo Alto does grant, through its Human Services Resource Allocation Program, approximately $500,000 to nonprofit agencies providing older adult services, with Avenidas receiving the largest share. Budget: Funds committed by the City for senior programming is approximately $550,000. Capacity: Use and staffing capacities range between 50% and 100% depending on the program, with library services are running at full capacity in both staffing and facility levels. Community Association for Rehabilitation (CAR) Services: Located in South Palo Alto, CAR is one of the few local providers of aquatic therapy for older adults. Budget: The total budget dedicated to older adults is $414,000. Capacity: Space and staffing are not at capacity, but the program continues to grow. La Comida De California, Inc. Services: La Comida serves over 130 noon time meals to seniors on a daily basis. Budget: Total budget is $235,000. Capacity: Capacity for space and staffing is maxed out, but the need is increasing. Palo Alto Adult School Services: The Adult School offers a mix of classes of adults ranging from creative arts, languages, computer instruction, and health and fitness. It does offer older adults exercise classes in assisted living situations. Budget: The total budget for older adult programming is $67,000. 26 Capacity: The program is at capacity for staffing level, but has a small amount of space capacity within its personal interest classes. Palo Alto Family YMCA Services: While not offering personal interest classes, the program does offer health and fitness activities, personal health services, special events, lectures, food and nutrition programs, social clubs and a therapeutic exercise program. Budget: Both space and staffing capacity is about 50% and participation is increasing in all programs. Capacity: Total budget dedicated for older adults is $1.8 million. * * * * * * * * * 27 Meeting Future Needs Defining the Challenge The conclusions found in this paper are not solutions, but suggestions on how to move forward and perhaps build upon our existing strengths to provide an environment that will meet the concerns and allow all Palo Altans the opportunity to “Age Well”. The prominent findings of this study are as follows: Most Boomers want to live independently as they age and the concept of a “senior friendly” environment, especially with regards to mobility, is very important. Fortunately, some areas of Palo Alto have neighborhoods that are relatively “walk-able”, but to be truly “senior-friendly”, public and private sectors should explore alternative methods for transportation that allow independence without the use of automobiles. Improved, more flexible and more convenient public transit should be developed to give older drivers viable alternatives to their own car – and to reduce the number of cars on the roads. Some suggested strategies to help prepare for this scenario: - Actively promote alternative means of transportation including wider City and Stanford University shuttle routes; volunteer drivers; and shared transportation resources. - Design infrastructure improvements that support safe use of alternative modes of transportation including pedestrian, bicycle, electric carts, and shuttles. Some examples include replacing old street signs with new, larger signs with larger fonts, widening sidewalks, more defined lane dividers, and creating well-marked pedestrian crossings. - Provide a network of transportation services that meet older adult needs, such as linking the City’s shuttle service to current and future forms of transit. - Encourage the location of essential services such as grocery stores and pharmacies in neighborhoods, within walking distance. 28 A desire to be engaged in community and social activities and have a variety of learning opportunities are strong factors in the way our Boomers want to live out their lives. The need for continuing educational and cultural activities will increase over time. In the next 5-10 years, the greatest demand will be for “lifestyle” activities and services: educational programs; fitness activities; and leisure and travel programs. Many local organizations that offer these programs exist now and have the capacity for some growth. But it will take a concerted community effort to meet the increased demand at affordable cost. Some suggested strategies to help prepare for this scenario: - Assemble a task force to assess the need for new and augmented facilities to meet future programming needs. - Provide information that’s easily found about City and community life-long learning resources. - Encourage a variety of affordable, culturally appropriate and language diverse learning opportunities. - Co-mingle public facilities with commercial locations to provide easier access to services and products. - Facilitate dialogue between all local public and non-profit entities to provide programs for a variety of learning abilities and delivery methods. - Provide activities and facilities that foster contact with all segments of the population like intergenerational centers or library/community center combinations. Palo Alto Boomers want to stay involved either through volunteerism or continued part or full-time employment. Boomers, either to stay socially connected and engaged or to augment retirement funds, have clearly articulated the desire for volunteer and employment opportunities. Some have implied that a new career is not out of the question, and the idea of mixing work, leisure and education has been a prominent theme emerging from our discussions and survey data. The importance of this resource cannot be taken lightly. With change comes opportunity, and it will be important to find ways to expand the contributions of older adults in later life. 29 This human resource is untapped and, if used correctly, it can be a force for social good. Some suggested strategies to help prepare for this scenario: - Promote, through new policies and education, the elimination of age discrimination in the workplace. - Actively encourage older adult involvement in elected and appointed office and in policy development and advocacy. For example, use someone like former Mayor Jim Burch as an excellent role model for community involvement during ones’ latter years. - Create a job database and listing of employment and employment training opportunities for older adults in city and community publications. - Develop employment policies designed to retain and recruit older adults. These policies should recognize the flexibility and independence Boomers are seeking in their lives. - Provide incentives to businesses and organizations who promote policies to hire and retain older workers and volunteers. Most Palo Alto Boomers want to remain in Palo Alto for the remaining years of their lives. Boomers will live longer and remain in their homes longer, and as they approach the “old-old” stage of life, the demand in programs will shift to supportive services including in-home care, practical help, transportation alternatives, and assisted living. Some suggested strategies to help prepare for this scenario: - Review of the Comprehensive Plan to identify possible solutions to close the gap in housing supply and demand, including the type of housing required, affordability of ownership and rentals, and locations that could provide easily accessible services (within walking distance). - Provide funding mechanisms for affordable home renovation and repair programs for low income senior households. - Continue to provide training and technical assistance to City building inspectors on accessibility requirements. 30 - Encourage the development of universal, accessible, user-friendly housing. Palo Alto Boomers want to remain physically and mentally active well into their elder years. The concept of being socially and physically active and involved in one’s community can only work if the individual is healthy and fit enough to participate. Medical costs continue to escalate, and it can only benefit our community if older adults are proactive about their fitness and mental wellbeing. Some suggested strategies to help prepare for this scenario: - Provide expanded opportunities and facilities for recreation related activities for all levels of fitness, age and disabilities. - Increase the distribution points for fresh produce and wholesome food products. - Increase the capacity to support hunger and nutritional programs for older adults. Meeting the Challenge The challenge before us is three-fold: • How do we develop a plan that readies our community to support the dramatic shift the number of older people, especially as Baby Boomers enter into the latter phases of life? • Can new resources be found or existing resources be redistributed to better handle the anticipated impacts? • How do we, as a community, make the best use of the intellectual and labor resource that will come with the aging of Palo Alto? It is this Task Force’s recommendation that our community undertake the development of a strategic plan for aging in Palo Alto. The plan should focus on achievable and meaningful near and long-term strategies to ease the impacts of the population shift as well as discover ways to use the opportunities that come with it. 31 Although City of Palo Alto staff, in partnership with the Task Force of service providers, initiated this study, it will take a concerted effort from elected and appointed officials, service providers, community leaders, the business community and older adults themselves to find the solutions that work for the entire community. Addressing these challenges will require leadership and vision and it is the hope of the Task Force that this brief analysis will prompt our community towards building its strengths thus providing an environment that will allow all Palo Altans to “Age Well”. * * * * * * * * * 32 Acknowledgements The Task Force This analysis was initiated by the Community Services Department of the City of Palo Alto and was undertaken by a Task Force of community leaders and service provider agencies. Organizations: Avenidas Albert J. Schultz Jewish Community Center City of Palo Alto Community Services Department Library Department Community Association for Rehabilitation Council On Aging Silicon Valley Human Resources Commission La Comida De California Page Mill YMCA Palo Alto Adult School Palo Alto Family YMCA Parks and Recreation Commission Stevenson House 50 Plus Fitness Association Many individuals gave their time and expertise to this study and it is with great appreciation we acknowledge their participation: Task Force Co-chairs and Co-Authors Richard James, City of Palo Alto Lisa Hendrickson, Avenidas Task Force Members Greg Betts, City of Palo Alto Anne Cribbs, Parks and Recreation Commission and 50 plus Paul Dias, City of Palo Alto Don Douglas, La Comida 33 Kathy Espinoza-Howard, City of Palo Alto Sam Gordon, 50 Plus Jack Higgins, 50 Plus Sudeep Johnson, Palo Alto Family YMCA David Kabakov, La Comeda Kathleen Palmer, Palo Alto Family YMCA Megan Rafter, Page Mill YMCA Kara Rosenberg, Palo Alto Adult School Sue Skilina, YMCA of the Mid-Peninsula Erin Solheim Perez, City of Palo Alto Lynda Steele, Community Association for Rehabilitation Heidi Stein, A.L.S. Jewish Community Center Minka Van der Zwagg, City of Palo Alto Design Efrat Rafaeli, City of Palo Alto Survey Support Lam Do Lisa Mainarick Erin Solheim Perez Devon Williamson 34 Resources AARP, “How Aging Boomers Will Impact American Business”, a speech to The Harvard Club by William Novelli, Executive Director and CEO, AARP, February 21, 2002. AARP, “Reimagining America, How America Can Grow Older and Prosper”, 2005 Business Week, “Love Those Boomers”, by Louise Lee, October 24, 2005 California Policy Research Center, “Strategic Planning Framework for an Aging Population, University of California, 2001 Center for Civic Partnerships, “Perspective on Aging Well”, 2006 City of Palo Alto, “City of Palo Alto Community Profile”, July 2005 County of Santa Clara, “Community for a Lifetime, Ten Year Strategic Plan” 2005 NC Center for Creative retirement Planning Committee, “NCCCR and The Boomer Generation”, 2005 New York State Office on Aging, “Project 2015, State Agencies Prepare for the Impact of an Aging new York”, 2003 U.S. Department of Housing and Urban Development, “Residential remodeling and urban design”, 1996. State of California “SB 910 Strategic Plan for an Aging California Population”, 2003 35 Selected from CCAC Community Needs Subcommittee Minutes, October 24, 2012: (slight revisions from Community Needs Subcommittee Report to CCAC, October 4, 2012) Vision: How to Best Utilize the Cubberley Site and Honor the City’s Interests and the District’s Interests Beyond 5 Years The time frame and professional support allocated to the CCAC are inadequate to allow for the comprehensive study needed for a detailed recommendation. However, the Community Needs Subcommittee believes that we have enough information to work towards creation of a viable plan over the next 5 years for the community interests on the Cubberley site while respecting the needs for flexibility for the District to open and operate a comprehensive high school or other schools as they are needed. The Community Needs Subcommittee Believes: 1. The Community values the services and opportunities currently available at the Cubberley Community Center. 2. The Community values the high quality schools in our District and wants to make them even better. 3. It is possible and desirable to plan a Cubberley campus that would support an ongoing Community Center and allow for the eventual design and construction of a school or schools to meet PAUSD’s needs as they develop. 4. A more efficient use of the space in the future would allow more efficient use of the space as both City and District needs grow. This is the last large under-developed publicly owned space in town and it must be used wisely. 5. The redesigned Cubberley campus should be  Multi-generational with programs from preschool through seniors  Multi-cultural to reflect, meet the needs of, and provide a gathering place for our growing and increasingly diverse population  Multi-disciplinary to support programs such as sports, health, music, art, dance, science, and technology throughout our community  Lively and fun  Flexible for the changing needs of the City and the School District. 6. The creative and productive synergy provided by co-locating community and school district use at Cubberley would more than make up for a smaller footprint for a school. 7. Short term savings cannot be allowed to prevent seeking the best long term solution for this site. 8. This community has the imagination and drive to surmount the many hurdles ahead to achieve this vision. Additional points: Potential New Services at Cubberley  Avenidas has proposed a potential Senior Wellness Program including new classes and programs plus the current Stroke and Cardiovascular Programs. They also suggested a new therapeutic pool to replace Abilities United’s aging facility.  Bathrooms adjacent to fields.  More services for seniors.  Multi-age eating area.  Reading room.  Display space for artists of all ages.  Farmers’ market including cooking demonstrations and cultural shows.  Wheelchair-accessible trail surrounding fields with occasional trees, benches, par course items, or children’s play structures (similar to Greer Park). Eventually link to trails in Mitchell Park.   Priorities for Selecting Future Tenants at Cubberley  Tenants should be selected depending on how well they fulfill our vision of a community center that is multi-generational, multi-cultural, multi-disciplinary, lively and fun, and flexible for changing needs  Decisions between similar users should be made with input from outside judges. The juried selection process developed for selecting artists could be a good model.       Facilities   Subcommittee   Documents               Problem  Statement       Facilities  Subcommittee  Presented  10/3/12     Short  Term     1. PAUSD  needs  revenue  that  the  City  is  challenged  to  afford  under  current  budgetary   constraints.   2. Significant  infrastructure  costs  have  been  deferred  and  will  start  catching  up  with  us.   3. It  is  unclear  whether  we  can  fill  vacancies  left  by  Foothill  College  (3  years  out).  If  not,  red   flag  re:  lost  revenue  (~  $1  million).   4. The  City  needs  to  start  planning  in  the  short  term  for  continuation  of  services  with   likelihood  of  at  least  some  future  lost  space.   5. Negotiation  of  a  lease  and/or  covenant  in  the  short  term  should  reflect  commitments  to   current  and  medium  term  upkeep  and  future  cooperation.     Overarching  Medium  and  Long  Term     1. The  District  is  clear  about  its  desire  to  reclaim  some,  and  ultimately  all,  of  the  Cubberley  site   for  school  use,  while  the  City  lacks  sufficient  other  real  estate  to  accommodate  the  services   currently  provided  at  Cubberley.   2. The  current  architectural  use  of  the  site  is  extremely  inefficient.    The  ratio  of  usable  space   to  circulation  space  is  very  poor  and  to  maintain  these  buildings  in  the  current   configuration  for  whatever  use  is  a  great  waste  of  valuable  land.   3. Cubberley  offers  a  tremendous  opportunity  to  design  visionary  programming  and  facilities   that  can  bring  our  community  together,  serving  students,  families  and  neighbors  for  years   to  come.    Delaying  or  foregoing  plans  for  such  a  resource  carries  substantial  opportunity   costs  that  should  not  be  underestimated.   4. This  is  the  last  sizable  space  in  the  city  for  redevelopment  and  to  maximize  its  flexibility  and   use,  the  practicality  of  multi-­‐story  facilities  should  be  considered.   5. District  uncertainty  about  the  type  of  facilities  needed,  (full  high  school  or  not,  middle   school  or  not,  elementary  school  or  not)  as  well  as  the  chance  they’ll  want  to  use  existing   structures,  creates  a  barrier  to  planning  for  investment  in  new  construction  at  Cubberley   for  either  community  or  shared  use.   • If  reuse  of  existing  facilities  is  a  realistic  option  for  the  PAUSD,  scraping  space  before   then  for  community  or  shared  use  could  severely  limit  District  flexibility  or  increase   costs  for  future  school  use.   6. Sharing  space  between  community  needs  and  school  use  offers  many  advantages  for  both   parties,  but  also  poses  some  significant  facilities  challenges,  including:   • Inconsistent  architectural  standards   • Incompatibilities   • Security  issues   • Scheduling  issues   • Parking   • Traffic  demand  management  (bus,  car,  bicycle  and  pedestrian)     7.  To  the  extent  community  services  are  displaced,  what  off-­‐site  locations  can  be   repurposed  for  community  use?     Medium  Term     1. Significant  additional  infrastructure  investments  would  be  required  to  extend  the  life  of   current  buildings  (bare  minimum  requirements  have  been  identified  by  IBRC).   2. PAUSD  may  need  some  portion  of  the  site,  while  community  needs  persist.  Can  use  of  the   site  be  sufficiently  maximized  to  meet  both  needs?   3. Under  both  2  and  3,  above,  how  will  support  facility  needs  change  (e.g.,  safe  and   convenient  access  and  parking  for  all  modes  of  transportation:  automobile,  bicycle,   pedestrian  and  transit,  restrooms,  etc.)?     Long  Term     1. Even  with  significant  shared  use  of  current  facilities,  a  comprehensive  high  school  would   likely  conflict  with  community  use  of  the  site.   2. Field  and  gym  use  will  be  particularly  impacted,  even  with  new  construction  –  you  can’t   build  up  for  those  facilities.   3. Shared  use  with  a  high  school  of  any  size  will  dramatically  increase  the  need  for  support   facilities  (parking,  safe  automobile,  bicycle,  pedestrian  and  transit  access,  food  services,   etc.).   4. Given  fluctuations  in  enrollment  and  community  needs,  any  new  facilities  will  have  to   accommodate  flexible  programming/use.   5. Given  high  demand  on  the  site,  any  construction  will  require  careful  planning  of   transitions.     G.  August,  11/2/12    CCAC  Facilities  Subcommittee   Revised  11/16/2012  per  Subcommittee  review  and  Comments   [Type text] Page 1 of 11 [Type text]   MORE  THOUGHTS  RE  CUBBERLEY  FACILITIES     General     Facilities  are  places  where  programs  and  services  occur.     The  program/service  needs  should  drive  the  requirement  for  facilities.       Facilities  may  be  specialized  -­‐e.g.  a  swimming  pool,  or  general  purpose-­‐-­‐e.g.  a   multipurpose  room.      Facilities  often  serve  several  purposes  even  though  they  are   somewhat  specialized-­‐-­‐e.g.,  a  theater  may  be  suitable  for  music,  lectures,  drama,  but   not  ballroom  dancing  or  exercise.      A  multipurpose  room  with  a  simple  stage  may   serve  for  all  of  these  events  in  a  more  limited  way.     Facilities  require  financial  support  by  the  sponsoring  organization-­‐-­‐for  staff,   utilities,  operations,  and  maintenance,  as  well  as  for  original  construction  and   furnishing.    The  cost  elements  of  a  particular  program/service  at  a  multipurpose   facility  sometimes  are  buried  within  overall  facility  costs,  so  that  the  true   program/service  cost  is  not  readily  available.    The  overall  cost  of  a  program/service   at  a  specialized  facility  often  is  more  readily  discernable.     City  of  Palo  Alto  (CPA)  Comprehensive  Plan:  Community  Services  Element     Programs,  and  the  facilities  to  support  them,  should  conform  to  the  CPA   comprehensive  plan  when  possible.    Palo  Alto  policy  has  been  to  provide   geographical  diversity  of  services.    Currently  there  are  three  CPA    facilities   comprising  a  network  of  community  centers-­‐-­‐Lucie  Stern  in  northern  Palo  Alto,  a   small  community  center  adjacent  to  the  Mitchell  Park  Library  (center  and  library   currently  being  reconstructed,  center  size  about  15,000  sq.  ft.  including  courtyard),   and  a  much  larger  Cubberley  Community  Center  in  southern  Palo  Alto  (buildings   alone  about  176,000  ft.  sq.).     Chapter  6  of  the  CPA  Comprehensive  Plan  is  titled  Community  Services  and   Facilities.    A  background  report  [“Community  Services  Background  Report”,  dated   7/21/09]  was  intended  to  amend  that  portion  of  the  Comprehensive  Plan.       Following  issuance  of  the  background  report,  a  series  of  community  service  element   stakeholder  meetings  were  held.    Five  (5)  summaries  of  those  meetings  are   available  on  the  CPA  website.    As  a  result,  recent  changes  were  made  to  Chapter  6   [Reference:  CSE  Narratives,  Chapter.  6,  30  pages].         Chapter  6  covers  schools,  libraries,  parks,  community  facilities,  performing  and   cultural  centers,  as  well  as  police  and  fire  services  and  facilities.    Services/programs   for  all  include  recreation,  lifelong  learning,  and  arts.    Services  and  programs  for   specialized  populations-­‐-­‐children,  youth,  seniors,  and  disabled-­‐-­‐also  are  covered.       For  example,  in  the  prior  plan,    Policy  C-­‐22  called  for  flexible  functions  at   community  facilities.    Policy  C-­‐24  covered  reinvesting  in  aging  facilities  and  avoiding   G.  August,  11/2/12    CCAC  Facilities  Subcommittee   Revised  11/16/2012  per  Subcommittee  review  and  Comments   [Type text] Page 2 of 11 [Type text]   deferred  maintenance.    Program  C-­‐19,  in  support  of  C-­‐24,  covered  improvement   plans  at  facilities,  including  a  Cubberley  Master  Plan.    The  new  version  of  Chapter  6   reorganizes  the  policies  and  programs,  but  covers  the  same  elements.     Page  16  of  the  7/21/09  Background  Report  notes  some  important  challenges  that   do  or  could  apply  to  the  Cubberley  site,  abstracted  below:     ♦ The Cubberley Community Center is largely owned by the PAUSD and is therefore dependent on PAUSD needs. ♦ The Parks and Recreation Department has identified a lack of sufficient playing fields. The need for playing fields is highest on weekdays between 3pm and 6pm, and on weekends. ♦ Gym space and daycare center capacity are inadequate to meet existing demand. ♦ The Community Services Department needs to develop improved cost- recovery strategies to reduce the draw on the general fund for programs and services. Note: Efforts have been made here in recent years to increase cost-recovery, including some policy priorities, I think. Check with Rob deGeus for elaboration. ♦ The City will need to respond to the unique recreation needs of the aging Baby Boomer Generation. The needed facilities spelled out are: playing fields, gym space, and daycare center. The recreation needs of the aging population are not spelled out--typically they might include simple exercise classes and yoga, swimming, dancing, light recreational activity like Ping-Pong, billiards, shuffleboards, bocce ball and horseshoe courts, etc. Some of the aging population also needs mental stimulation--that can be provided by lectures, films/broadcasts, computer classes, social network classes, and other adult education. Some of these needs are currently supplied by Avenidas (partially supported by CPA) at its center in downtown Palo Alto. Most of the aging population recreation/stimulation needs could be provided in large or small multipurpose rooms, gyms, classrooms, lecture halls, auditoriums, and well-equipped audio-visual rooms. Services that include arts and crafts might require specialized equipment in dedicated rooms--pottery making, kilns, machine and shop tools for wood and metal sculpture, jewelry making, painting, such as at Little House in Menlo Park, or as currently exist in some of the Cubberley individual art studios.   In  addition  to  the  needs  identified  in  the  Background  Report,  the  Cubberley   G.  August,  11/2/12    CCAC  Facilities  Subcommittee   Revised  11/16/2012  per  Subcommittee  review  and  Comments   [Type text] Page 3 of 11 [Type text]   Community  Advisory  Committee  (CCAC)  recently  heard  directly  from  the   community  regarding  its  needs.    CCAC  held  a  public  forum  on  11/8/2012  to  provide   an  update  on  its  progress,  and  to  invite  community  responses.    The  facilities,  where   vocal  community  groups  reported  shortages,  were:  playing  fields,  gym  space,  and   childcare.      These  shortages  have  not  yet  been  analyzed  or  quantified  adequately  to   direct  program  planning.    Speakers  at  the  forum  also  supported  a  continuing  need   for  existing  art,  music,  and  dance  programs.    Again,  a  full  analysis  or  quantification  is   lacking.    One  non-­‐resident  pointed  out  that  she,  and  other  non-­‐residents  who  used   Cubberley  and  other  community  facilities,  supported  the  CPA  economy  via  dining   and  shopping  in  Palo  Alto.     CCAC  also  had  community  response  at  the  11/14/2012  CCAC  meeting.    Five  (5)   cooperating  community  groups  requested  a  wellness  center  that  would  house  and   integrate  their  separate  programs-­‐-­‐Cardiac  Therapy  Foundation  [medically   supervised  rehabilitation  and  information  programs,  Peninsula  Stroke  Association,   REACH  (Foothill  program  for  post-­‐stroke  recovery),  Abilities  United  (formerly  CAR)   [aquatic  rehabilitation/therapy  at  the  Betty  Wright  Swim  Center],  and  Avenidas   (needs  more  space  for  health  and  wellness  programs  for  older  adults  and  seniors).       In  addition  to  Chapter  6  of  the  CPA  Comprehensive  Plan,  and  the  Background  Report   to  amend  it,  the  Land  Use  and  Transportation  Elements  of  the  Comprehensive  Plan   also  provide  some  policies  and  programs  that  relate  to  community  centers  and   services:     POLICY  L-­‐61:   Promote  the  use  of  community  and  cultural  centers,  libraries,  local   schools,  parks,  and  other  community  facilities  as  gathering  places.    Ensure   that  they  are  inviting  and  safe  places  that  can  deliver  a  variety  of   community  services  during  both  daytime  and  evening  hours.     PROGRAM  L-­‐68:   To  help  satisfy  present  and  future  community  use  needs,  coordinate  with  the   School  District  to  educate  the  public  about  and  to  plan  for  the  future  use  of   school  sites,  including  providing  space  for  public  gathering  places  for   neighborhoods  lacking  space.     POLICY  L-­‐64:   Seek  potential  new  sites  for  art  and  cultural  facilities,  public  spaces,  open   space,  and  community  gardens  that  encourage  and  support  pedestrian  and   bicycle  travel  and  person-­‐to-­‐person  contact,  particularly  in  neighborhoods   that  lack  these  amenities.     POLICY  T-­‐14:   Improve  pedestrian  and  bicycle  access  to  and  between  local  destinations,   including  public  facilities,  schools,  parks,  open  space,  employment  districts,   G.  August,  11/2/12    CCAC  Facilities  Subcommittee   Revised  11/16/2012  per  Subcommittee  review  and  Comments   [Type text] Page 4 of 11 [Type text]   shopping  centers,  and  multi-­‐modal  transit  stations.     Cubberley  Community  Center         Cubberley,  as  a  former  high  school  site  leased  and  owned  by  CPA,  was  not  designed   or  built  as  a  community  center.    Consequently  its  existing  facilities  do  not  ideally   conform  to,  or  readily  support,  community  services  desired  and  envisioned  in  CPA’s   comprehensive  plan  and  its  proposed  amendment.    Likewise,  some  existing   programs/services  at  Cubberley  may  not  conform  to  the  CPA  Comprehensive   Plan/Amendment,  but  merely  help  support  overall  costs  of  the  Cubberley   Community  Center.    For  example,  California  Law  Review  is  a  for-­‐profit  tenant,   offering  specialized  classes  not  intended  for  the  general  community.    Additionally,   Cubberley  lacks  some  facilities  present  in  many  community  centers-­‐-­‐e.g.  a  pool,  a   café,  an  exterior  or  interior  courtyard  with  seating  -­‐-­‐that  limit  the   services/programs  that  could  be  offered.     A  Master  plan  for  a  Community  Center  at  the  Cubberley  site  (1/30/91)    was   developed.    It  covered  the  entire  site-­‐-­‐city  owned  as  well  as  spaces  and  facilities   leased  by  CPA.    It  utilized  neighborhoods  to  provide  services.    Neighborhoods   included  were:  athletics,  childcare,  dancers,  education,  hourly  meeting  facilities,   music  and  theater,  non-­‐profit/community  organizations,  recreation  (expanded  MP,   distinct  from  Gyms  under  athletics),  visual  art,  and  administration  and  gallery/café.     Some  of  the  items  in  the  master  plan  were  not  implemented,  or  were  moved  to   spaces  other  than  originally  planned.     Most  of  the  buildings  and  other  facilities  (track,  fields,  etc.)  at  the  Cubberley  site   were  completed  by  1955.    Some  additional  buildings  (Pavilion,  Theater,  and  others)   were  added  in  the  early  1960s.    The  site  was  built  to  then-­‐existing  school  standards.     In  general,  the  structures  have  stood  up  well  during  the  past  57  years,  by  replacing   and  repairing  roofs,  etc.,  although  it  becomes  increasingly  expensive  to  maintain  the   structures.    Modifications  of  structures  for  child-­‐care  services  added  after  the  site   became  a  community  center  appear  to  have  been  built  to  lower,  more  temporary,   standards.     The  facilities,  while  usable  to  support  some  community  services  and  programs,   cannot  be  considered  modern.    For  example,  air  conditioning  is  generally  lacking   throughout  the  site.    Wired  internet  access  is  not  available  throughout  the  site.     Some  classrooms  and  lecture  halls  now  used  by  Foothill  College  have  been  upgraded   with  more  up-­‐to-­‐date  audio-­‐visual  equipment  than  originally  existed,  but  such   improvements  are  inconsistent.     The  Cubberley  site  is  inefficiently  used  by  modern  standards.    Existing  buildings  are   mostly  single  story,  per  the  1950’s  model  of  Palo  Alto  school  architecture.    The   building  layout  results  in  long  distances  between  some  buildings,  and  is   inconvenient  for  a  Community  Center.    Some  very  long  covered  walkways  give  a   foreboding  tunnel  effect.   G.  August,  11/2/12    CCAC  Facilities  Subcommittee   Revised  11/16/2012  per  Subcommittee  review  and  Comments   [Type text] Page 5 of 11 [Type text]       Figure  1  (Brian’s  pie  chart,  and  listing  of  square  footage  of  items)  shows  the  overall   space  utilization.    Existing  buildings  take  up  175,500  sq.  ft.  (4.0  acres)  of  space,  with   circulation  (covered  walkways)  taking  up  another  116,148  sq.  ft.,  (2.7  acres).    This   60/40  ratio  is  quite  inefficient.    Site  open  areas  (spaces  between  and  around   buildings,  amphitheater,  etc.)  take  up  426,897  sq.  ft.  (9.8  acres),  while  750  parking   spaces  take  up  239,755  sq.  ft.  (5.5  acres)  of  the  35  total  acres.    The  site  also  supports   a  football  field/track,  large  playing  fields  for  baseball,  soccer,  etc.  and  6  tennis   courts.  The  fields  take  up  566,280  sq.  ft.  (13.0  acres).    The  space  use  is  very   inefficient.     The  city  portion  of  the  site  (8  acres)  is  348,480  sq.  ft.    Note  that  if  all  the  building’s   footprint  areas  were  consolidated  into  one  area,  it  would  cover  only  50%  of  the  city   portion.    Even  if  the  building  areas  and  walkways  were  consolidated  into  one  area   (291,648  sq.  ft.),  it  would  only  cover  84%  of  the  city  portion.      Clearly,  CPA  could   build  a  2-­‐story  (or  higher)  new  community  center  on  less  than  half  of  its  8  acres.     Likewise,  PAUSD  could  easily  fit  a  comprehensive  high  school  onto  the  remaining  27   acres,  by  more  efficient  use  of  the  site.    As  one  example,  the  parking  spaces  could  be   placed  under  the  playing  fields  and  tennis  courts,  freeing  up  5.5  acres,  effectively   increasing  the  site  to  32.5  acres,  even  while  continuing  to  use  inefficient  single  story   classroom  buildings.       PAUSD  asserts  that  for  its  anticipated  PAUSD  asserts  that  for  its  anticipated  future   needs  of  one  or  more  schools  at  Cubberley,  many  of  the  existing  buildings  and  other   facilities  could  be  directly  reused,  or  modified  for  reuse,  rather  than  scraped  to  the   ground  and  built  new.    This  view  is  not  widely  shared,  nor  consistent  with   technologically  facilitated  pedagogy.    Obviously,  room  equipment  such  as  smart   boards,  computers,  wired  or  wireless  internet  access,  etc.  would  need  to  be  added   for  any  future  use,  but  basic  building  shells  and  interior  structures  might  mostly  be   retained.     Services/Programs  at  Cubberley  Community  Center     The  neighborhoods/services  envisioned  in  the  Cubberley  Community  Center  Master   Plan  remain  a  good  starting  point  to  identify  facilities  for  a  Community  Center  in  the   near,  mid,  or  far  terms.    Likewise,  additional  services/programs  identified  by  the   Community  Needs  and  School  Needs  Subcommittees  can  help  identify  additional   facilities  that  ought  to  be  considered  for  the  overall  CPA/PAUSD  Cubberley  site.     All  the  facilities  on  the  overall  site  should  be  shared  to  the  maximum  extent  possible   consistent  with  the  separate  needs  of  CPA  for  a  community  center  and  PAUSD  for   one  or  more  schools.    Sharing  (new  construction,  operations,  and  maintenance)  will   result  in  the  lowest  overall  cost  to  the  residents  of  Palo  Alto  who  support  both  CPA   and  PAUSD  via  taxes  and  fees.     G.  August,  11/2/12    CCAC  Facilities  Subcommittee   Revised  11/16/2012  per  Subcommittee  review  and  Comments   [Type text] Page 6 of 11 [Type text]   Community  and  school  services/programs  can  be  provided  in  proactive  or  reactive   modes.    In  proactive  modes,  most  services  are  well  defined,  with  identified  budgets   (or  shares  of  the  budget),  priorities,  locations,  and  responsibilities  for  execution.    In   reactive  modes,  many  services  are  provided  in  response  to  events  and  citizen   demands.    The  proactive  mode  tends  to  prevail  for  many  school  services/programs,   whereas  the  reactive  mode  tends  to  prevail  for  many  community  services  and   programs.    School  districts  necessarily  provide  a  well-­‐established,  more  focused,   highly  structured,  and  usually  slowly  changing  set  of  educational  services.     Additionally  those  services  must  comply  with  state  regulations  and  restrictions,  and   the  accompanying  bureaucracies  and  inertia.    Community  services  are  generally   freer  of  state  regulation  and  communities  are  more  flexible  than  school  districts  in   providing  the  type,  quantity,  and  quality  of  services/programs.    An  advantage  of  the   reactive  mode  is  its  flexibility  and  quicker  adaptation  to  inevitable  changes  in  needs   and  demands  for  services.    A  disadvantage  of  the  reactive  mode  is  that  priorities   among  services  often  are  not  set.    Then,  when  resources  (funds,  personnel,  facilities)   are  reduced,  cut  entirely,  or  insufficient  for  competing  demands  among  services,  it   becomes  politically  difficult  to  reduce,  eliminate,  or  reallocate  services.    This  has   been  true  for  California  in  recent  years  (closing  parks,  cutting  school  budgets,   reducing  CHP  staff,  deferring  maintenance,  etc.),  as  well  as  for  CPA.      In  identifying  the  future  desired  services/programs  (and  therefore  the   supporting  facilities  needed)  at  Cubberley,  both  CPA  and  PAUSD  face  problems  of   uncertainty  and  prioritization,  in  different  ways.    They  also  face  funding  problems   for  ongoing  operations,  and  will  need  to  have  voters  pass  bonds  for  large-­‐scale   improvements  at  Cubberley.       PAUSD  Challenges     PAUSD  faces  considerable  uncertainty  about  what  services/programs  a  high  school   of  the  future  (about  2030)  will  provide,  what  kinds  of  students  it  will  serve,  and   what  should  be  the  priorities.    Certainly  PAUSD  will  continue  to  offer  the  core   academic  subjects.    Certain  other  services  may  be  provided  as  well.    First,  there  may   be  increasing  demand  for  music,  dance,  performing  arts,  fine  arts,  and  crafts  often   encountered  in  economically  well-­‐off,  highly  educated,  largely  professional  areas   like  Palo  Alto.    Second,  PAUSD  may  also  have  demand  from  Silicon  Valley  parents   involved  in  science,  engineering,  industry,  and  business,  for  modern  versions  of   vocationally  oriented  classes-­‐-­‐such  as  software  programming/web  site  design/blog   construction  rather  than  drafting;  material  sciences  laboratories/preparation  rather   than  casting/foundry/glassblowing;  and  electronic  design/assembly/testing  rather   than  machine-­‐shop/woodshop/car  maintenance  and  repair.    There  may  be  demand   for  radio/television/web  broadcasting  design,  delivery,  and  operations  in  addition   to  school  newspaper  experience.    Third,  part  of  this  demand  will  be  driven  by  the   perceived  employment  opportunities  for  some  graduating  students  who  do  not  go   directly  to  college/university.    The  New  Technology  High  School  in  Napa  CA  is  a  role   model  for  the  vocational  types  of  services,  and  is  in  partnership  in  many  ways  with   the  surrounding  business  community.    Fourth,  PAUSD,  known  as  a  high-­‐ G.  August,  11/2/12    CCAC  Facilities  Subcommittee   Revised  11/16/2012  per  Subcommittee  review  and  Comments   [Type text] Page 7 of 11 [Type text]   performance  academic  district,  may  face  a  demand  for  less  stressful  academic  tracks   than  those  for  college-­‐bound  students  enrolling  in  advanced-­‐placement  courses.     PAUSD  is  already  trying  to  cope  with  stress-­‐related  student  suicides  (CPA   participates  in  Project  Safety  Net  directed  at  teen  suicides).    Note  that  the  ABAG   projections  for  growth  of  Palo  Alto  do  not  imply  that  all  the  growth  will  be  for  high-­‐ performing  students  from  high-­‐income  parents.    Fifth,  especially  for  high  school  and   perhaps  even  for  junior  high  schools,  technology  advances  such  as  remote   computing,  simple  online  courses,  and  even  massive  open  online  courses  (MOOC)   likely  will  affect  schools  of  the  future.    The  advances  will  impact  the  size  and  quality   of  teacher  staff,  the  need  for  information  technology  support  staff  and  equipment,   very  likely  the  size  of  classrooms  and  their  technology,  etc.    It  is  possible  that  the   physical  space  needed  for  a  future  high  school  could  be  much  smaller  than  at  Palo   Alto  HS  or  Gunn  HS,  if  students  take  courses  at  home  or  in  other  remote  locations,   and  merely  show  up  for  in-­‐class  tests  or  not  at  all.     Of  course,  even  for  the  possible  reduced  size  scenario,  there  will  remain  a  need  at   schools  for  space  for  the  non-­‐academic  side  of  middle  and/or  high-­‐school-­‐-­‐ socialization,  personal  interaction,  formation  and  interaction  with  small  and  large   groups,  etc.      This  cannot  readily  be  quantified  into  facilities  other  than  general   gathering  space  and  places  where  students  can  meet,  interact,  and  work  out  their   own  problems  and  concerns.    Spaces  such  as  patios,  courtyards,  and  hallways,   gymnasiums,  locker  rooms,  and  sports/recreation  areas  will  still  be  needed,  even   for  a  small  future  school.     As  a  result  of  these  uncertainties,  and  the  eventual  prioritization  needed  to  select   services/programs  while  meeting  budget  constraints,  PAUSD  may  want  a  different   type  of  high  school  (and/or  middle  school)  at  Cubberley  than  now  exists  elsewhere   in  Palo  Alto.     The  impact  of  this  uncertainty  on  shared  facilities  at  Cubberley  is  somewhat  clearer.     If  PAUSD  decides  to  provide  music,  etc.,  then  facilities  for  music,  dance,  performing   arts,  and  perhaps  fine  arts  and  crafts,  potentially  can  be  shared  during  non-­‐school   hours.    Many  of  these  are  now  provided  at  the  Cubberley  Community  Center  (on  a   non-­‐shared  basis).    Also,  if  CPA  supports  individual  musicians,  dance  teachers  and   troupes,  performing  artists,  fine  artists,  craftspeople  (weavers,  potters,  glass  artists,   etc.)  through  below-­‐market  rentals  of  shared  space,  potentially  PAUSD  might  utilize   those  individuals  to  teach,  help  teach,  or  demonstrate,  those  skills  to  students,   supplementing  its  own  teaching  staff  in  an  economical  way.     If  PAUSD  decides  to  offer  more  vocationally  oriented  classes,  sharing  would  be  more   difficult,  but  not  impossible.    That  is  because  vocationally  oriented  classes  tend  to   require  specialized  facilities,  which  are  both  less  usable  by  the  general  community,   and  often  require  active  supervision  while  in  use.    This  implies  higher  user  fees,  and   limited  times  due  to  availability  of  qualified  supervisors.    However,  should  PAUSD   pursue  this  route,  it  might  well  be  able  to  partner  with  local  Silicon  Valley  firms  for   donated  equipment,  personnel  to  train  students  (and  teachers),  supervision,  etc.     G.  August,  11/2/12    CCAC  Facilities  Subcommittee   Revised  11/16/2012  per  Subcommittee  review  and  Comments   [Type text] Page 8 of 11 [Type text]   Partnering  business  firms  would  benefit  from  tax  write-­‐offs  for  donated  equipment,   direct  access  to  qualified  graduates,  and  good  public  relations.    Such  partnering   again  would  be  an  economical  way  to  supplement  teaching  staff.     Despite  those  challenges,  PAUSD  stands  to  benefit  from  financial  and  programmatic   efficiencies  by  planning  now  for  future  shared  use  of  the  Cubberley  site.    Acreage  is   more  than  adequate  to  accommodate  any  future  school  use  along  with  some   community  service  presence.     CPA  Challenges     In  addition  to  the  challenges  listed  earlier  (see  section  City  of  Palo  Alto   Services/Programs),  there  are  uncertain  demographic  factors.    ABAG  projections   show  CPA  should  expect  significant  population  growth.    PAUSD  is  estimating  a  2%   annual  growth  rate  in  student  population  out  to  2030.    The  implication  is  that  there   will  be  a  similar  growth  in  overall  population  in  CPA  of  43  %  by  then  (i.e.,  1.02^18.).     It  is  anticipated  there  will  be  a  proportional  growth  in  demand  for  services  and   programs  throughout  CPA.    However,  most  of  this  population  growth  is  expected  in   southern  Palo  Alto,  based  on  what  has  occurred  in  recent  years.    Therefore  the   demand  for  additional  services  at  a  local  community  center,  i.e.  Cubberley,  may   easily  exceed  50  %  by  2030.         Another  challenge  is  the  lack  of  available  land  for  more  community  services  and   programs.    Palo  Alto  is  largely  built  out,  with  little  land  available  to  CPA  (or  PAUSD)   short  of  eminent  domain  proceedings.    Indeed  most  of  the  recent  population  growth   in  Palo  Alto  has  been  in  high-­‐density  residential  developments  (apartments,   condos).    A  recent  example  is  the  Echelon  development  in  the  Charleston  corridor.     The  8  acres  currently  owned  by  CPA  at  the  Cubberley  site  is  probably  the  last  large   parcel  of  real  estate  left  within  the  city  limits  for  community  services,  short  of   converting  existing  parks  and  municipal  facilities  to  that  purpose.         Another  challenge  is  revenue  to  support  services/programs.    CPA  is  already   struggling  to  meet  its  budget.    It  is  uncertain  whether  the  projected  growth  in   population  will  result  in  sufficient  revenue  growth  to  support  growth-­‐related   expansion  of  existing  services/programs  at  their  present  quantity  and  quality  level,   much  less  support  additional  services  such  as  the  senior  recreation/stimulation   needs  or  a  wellness  center.     Another  challenge/uncertainty  lies  in  recently  proposed  major  development  plans   near  downtown  Palo  Alto  in  exchange  for  a  new  municipal  theater  or  possibly  a   municipal  services  center.    This  proposal  would  affect  the  need  for  a  full  theater   facility  at  Cubberley,  and/or  revenue  needed  to  pay  infrastructure  improvement   bonds.     Joint  Challenge     G.  August,  11/2/12    CCAC  Facilities  Subcommittee   Revised  11/16/2012  per  Subcommittee  review  and  Comments   [Type text] Page 9 of 11 [Type text]    Both  CPA  and  PAUSD  will  need  to  issue  bonds  for  capital  construction  and   maintenance  of  future  facilities  at  Cubberley.    Voter  approval  is  far  more  likely  if   PAUSD  and  CPA  cooperate  and  share  the  Cubberley  site,  demonstrating  to  voters   that  strong  efforts  have  been  made  to  provide  the  needed  and  desired  services/   programs,  while  minimizing  overall  costs  for  construction,  maintenance,  and   operation.     Opportunities      The  challenges  provide  opportunities.    PAUSD  has  an  opportunity  to  build  a   modern  junior  and/or  high  school  on  the  Cubberley  site.    It  has  an  opportunity  to   partner  with  CPA  and  other  community  organizations  to  minimize  costs  and   improve  instruction,  as  well  as  to  be  seen  as  more  reactive  and  responsive  to   community  needs.  CPA  has  an  opportunity  to  build  a  modern  community  center  on   the  Cubberley  site,  while  being  more  involved  in  meeting  PAUSD  needs.    It  also  has   an  opportunity  to  be  more  proactive  in  identifying  its  policies  and  priorities  for   guiding  current  and  future  community  services  and  programs.      Other  opportunities  arise  for  both  PAUSD  and  CPA  for  more  involvement   with  Stanford  University.    Stanford  is  not  an  explicit  participant  in  considering  the   Cubberley  site,  but  it  certainly  is  an  implicit  one.    Many  of  the  PAUSD  students  come   via  Stanford  staff  and  married  students.    Although  Stanford  has  the  greatest  impact   on  nearby  schools,  such  as  Palo  Alto  H.S.,  its  staff  and  students  are  spread  all  over   Palo  Alto,  and  development  of  the  Cubberley  site  will  affect  them.    Stanford  can   certainly  inform  PAUSD  regarding  anticipated  technology  and  teaching  changes  that   will  affect  future  schools.    Likewise  recent  newly  constructed  facilities  at  Stanford   can  inform  the  process  of  designing,  constructing,  and  equipping  school  facilities  at   Cubberley,  once  the  needs  have  been  established.    PAUSD  already  deals  with   Stanford  regarding  school  sites  and  locations,  and  this  arrangement  could  be   expanded  to  help  inform  the  process  for  the  Cubberley  site.    Likewise,  CPA  can   utilize  the  anticipated  technology,  and  examples  of  facilities,  for  a  future  community   center  at  Cubberley,  as  well  as  for  some  currently  planned  infrastructure   improvements.    One  opportunity  for  Stanford  University  with  CPA  arises  from   Stanford  Hospital  being  a  premier  hospital  in  terms  of  medical  care.    However,  after   patients  are  discharged,  they  often  require  extended  rehabilitation  and  ongoing   wellness  services.    Many  of  those  patients  live  in  Palo  Alto  and  surrounding  areas.     Construction  of  a  Wellness  and  Health  Center  at  the  Cubberley  Community  Center   would  facilitate  patient  recovery,  while  permitting  Stanford  Hospital  and  Health   Services  to  readily  follow  up  on  long-­‐term  benefits  of  the  treatments  received  by   local  patients.    The  new  Affordable  Health  Care  Act  (“Obama  Care”)  likely  will  push   all  medical  delivery  systems  in  this  direction.     Impact  on  Facilities  desired  at  Cubberley  site      It  is  clear  that  CPA  and  PAUSD  will  need  facilities  at  the  Cubberley  site  by   about  2030,  and  perhaps  sooner.    Each  entity  will  need  facilities  dedicated  to  its   G.  August,  11/2/12    CCAC  Facilities  Subcommittee   Revised  11/16/2012  per  Subcommittee  review  and  Comments   [Type text] Page 10 of 11 [Type text]   own  use.    There  is  good  potential  for  shared  facilities  as  well,  that  could  result  in   reduced  operating  costs  and  need  for  construction  bonds  for  both  CPA  and  PAUSD.     The  sharing  may  be  done  by  time  separation  (TS-­‐-­‐e.g.  after  school  hours,  or   scheduled  public  use  during  school  hours),  or  may  be  simultaneous  (depending  on   PAUSD  security  needs  for  students).     Outlined  below  are  some  of  the  expected  shared  and  sole  use  facilities,  based  on   existing  services/programs  in  PAUSD  high  schools  and  at  Cubberley  Community   Center,  along  with  some  possible  future  services/programs  discussed  above.    The   internal  equipment  within  the  facility-­‐-­‐computers,  audio-­‐visual  equipment,  smart   boards,  monitoring  and  surveillance  equipment,  etc.  is  not  listed.    It  is  anticipated   that  PAUSD  computer  systems,  files,  etc.  would  not  be  available  to  community  users   because  of  confidentiality  and  security  concerns.    However,  scoreboards,  timers  and   other  equipment  used  for  sports  might  be  shared.    In  addition  to  facilities,  costs  for   electrical  and  mechanical  infrastructure,  operation,  and  maintenance  also  could  be   shared.     Shared  Use        Parking  (preferably  underground)    Maintenance  yard  (joint  and  adjacent  sections)    Equipment  storage  and  Repair  (joint  and  adjacent  sections)    Supplies  delivery  area/dock/storage  area  (joint  and  adjacent  sections)    Electric  power,  natural  gas,  water,  fuel,  sewage  common  entry/exit  area    Emergency  electric  power  equipment    Offices  for  maintenance  and  repair  staff    Kitchen    Dining  area  (indoor  and  outdoor)    Outdoor  stadium  and  track  (TS)    Outdoor  playing  fields  (TS)    Tennis  courts  (TS)    Restrooms  for  track,  fields,  courts  (TS)    School  Gymnasiums  (TS)    Pool  and  aquatic  facility  (TS)    Auditorium  (TS)    Theater  (TS)    Theater  rehearsal/makeup/costume  rooms  (TS)    Theater  set  storage,  construction  rooms  (TS)    Music  Recital  Room  (TS)    Music  Practice  Room  (for  band,  orchestra)  TS    Dance  Studio,  if  implemented  (TS)    Fine  arts  and  craft  spaces,  if  implemented  TS    Radio  and  television  broadcast  studios,  if  implemented  (TS)    Lecture  rooms  (TS)    Language  learning  laboratories  (TS)    Some  classrooms  (TS)   G.  August,  11/2/12    CCAC  Facilities  Subcommittee   Revised  11/16/2012  per  Subcommittee  review  and  Comments   [Type text] Page 11 of 11 [Type text]    Some  audio-­‐visual  Rooms  (TS)     In  addition  to  facilities,  it  is  anticipated  that  some  staff  could  be  shared  as  well,   reducing  overall  operational  costs  for  PAUSD  and  CPA.    Staff  that  might  be  shared   includes:    Custodial    Administrative    Grounds  and  Maintenance    Information  Technology     CPA  Use    Gymnasiums  (2  or  more)    Individual  Artist  studios    Dance  studio(s)    Pre-­‐School  Child  Care    Multipurpose  rooms    Meeting  Rooms    Ballroom    Lecture  Hall    Auditorium    Some  classrooms    CPA  administration    Health  and  Wellness  Center       PAUSD  Use    PAUSD  administration  offices-­‐-­‐Principal,  vice  principal,  other  staff    Information  technology  center  and  offices  for  staff    Many  classrooms    Lecture  halls    Study  halls    Gymnasium  locker  rooms    Teacher’s  Offices    Nurse/medical  office    Science  Labs    School  Library    Cafeteria    Bicycle  storage    Student  Lockers    Student  and  Staff  Restrooms     Cu b b e r l e y  Ex i s t i n g  35  Ac r e a  La n d  Us e Fi e l d s  & Te n n i s   Co u r t s Bu i l d i n g s Ci r c u l a t i o n  * Pa r k i n g Ac c e s s  Ro a d s Si t e  ** *C i l t i Cd lk d ti *C i rc u lati on  : Cov e r e d wa lk ,c o v e r e d pa ti os   co n n e c t i n g  bu i l d i n g s ** S i t e :  La n d s c a p e ,  op e n  co u r t  ya r d s ,   am p i t h e a t e t e r ,  ou t d o o r  ma i n  sw i t c h g e a r ,  et c .       Finance   Subcommittee   Documents                 CCAC Finance Subcommittee Deliverable #1 Financial analysis of City and School District situation, especially as it relates to Cubberley revenues and expenses. Delivery date: October 1 Important Dates: 1955 – Cubberley is constructed 1979 – Cubberley closed as high school; PAUSD rents space to others 1987 – Utility User Tax is adopted by City voters 1989 – PAUSD leases the entire Cubberley facility to the City 2001 – City acquires ownership of 8 acres of Cubberley buildings in swap for developed property at Terman December 2013 – Date by which City is to give notice if it does not intend to renew Cubberley lease for next 5 year option period (2014-2019) August 2014 – Time at which City must submit to County Registrar of Voters ballot measure(s) to finance infrastructure improvements to be voted on at November General Election The Lease and Covenant Not to Develop: There are three components to the Lease and Covenant Not to Develop: 1. The lease of the Cubberley Facility – current cost in 2012-2013 = $4.6 million 2. The Covenant Not to Develop – current cost in 2012-2013 = $1.8 million 3. Payment for provision of space at each elementary school for child care – current cost in 2012-2013 = $640 thousand; utilities for child care spaces – current cost in 2012-2013 = $56 thousand There is an annual CPI adjustment built into the document so that each component increases each year. Cubberley Finances: Aside from the lease payments, Cubberley has expenses for: General operating maintenance: $430,000 Operations, not including mtce: $1,325,000 Cubberley generates revenues of: Tenant leases $1,620,000 Hourly rentals $823,000 Office space rental by City $73,000 There is a net revenue from all these sources of approximately $760,000. According to figures in the IBRC report, the City pays the School District $4/square foot in the Lease and Covenant Not to Develop and collects approximately $1/square foot in rental revenue. The City has identified a minimum of $3.3 million of capital improvement costs over the next 5 year period: 1. $1.4 million in mechanical/electrical ($0 on City buildings) 2. $1.1 million in electrical upgrades ($750 thousand on City buildings) 3. $1.0 million in roofing projects ($375 on City buildings) Long term, the City has identified $18.8 million in infrastructure improvements that must be made at Cubberley. Of those, $8.4 million is on City Buildings and $10.4 is on School District Buildings. This would cover infrastructure improvements which would extend the life of the buildings for 25 years but most would need to be accomplished within 10 years. These improvements have not yet been funded. Foothill College, the longest term and largest tenant, is scheduled to move to a new Sunnyvale campus sometime within the term of the next lease option period. Foothill represents a significant portion of the current tenant lease income. General Financial Conditions of City and School District The School District has an operating budget of $159 million. Of that, 6% or $9 million is from lease revenue, $7 million of which comes from the City. The operating budget contains three reserve funds: 1. The state-mandated “rainy day” fund 2. The basic aid fund; and 3. The budget cuts fund Given recent actions by the State, the District has been using the budget cuts fund to balance its budgets. This fund is scheduled to be depleted in the 2013-2014 fiscal year. The School District is counting on robust increases in property tax revenue and the renewal of the Lease and Covenant Not to Develop to balance budgets for the 2014-2019 time frame. The School District is anxious to hold onto the basic aid reserve because of persistent threats that the State will cut off the small amount of per pupil contribution that it sends to Palo Alto. This reserve would cover that gap for a number of years. The School District is also concerned about the outcome of the November 2012 statewide election. There are two ballot measures which could significantly impact the finances of the District should either or both fail passage. Major operating budget gaps are filled most often by school districts by going to the voters for approval of a parcel tax. The PAUSD last did so in 2010. Voters are currently paying approximately $613 per parcel per year. There is a cost of living adjustment built into the current parcel tax so that it increases each year. The current parcel tax will expire in 2016. The School District has no permanent capital improvement budget. Instead when it needs to make significant improvements to buildings or construct new buildings, it must go to the voters to win approval to issue General Obligation Bonds. The current bond measure does not contain any funds that can be used to make major improvements at Cubberley as all of the secondary school funds have been expended or encumbered. As for ongoing maintenance, the General Fund transfers 2.5% of its budget ($4.1 million this year) to the District’s routine maintenance fund. The District also has a planned maintenance budget, coming from bond funds, in the amount of $2.1 million annually. The City’s $152 million general fund budget currently and looking out to the future has a structural deficit. The Council balanced the 2012-2013 operating budget by instituting over $2 million in structural deficit reductions, over $3 million in one-time savings and by “borrowing” over $300 thousand from reserves. Future projections do not paint a rosier picture. The property tax increases that so heavily benefit the School District make up a small percentage of the City’s tax revenue. The Utility Users Tax which currently raises just short of $11 million annually is flattening as people shift from use of land line phones to cell phones (on which no tax is currently collected). Sales tax revenue has increased recently but is very dependent upon economic conditions. In the Capital Improvement budget, the IBRC identified a backlog of deferred maintenance projects on the order of $40 million. The Commission also recommended that in order not to fall back into a backlog status, the City would need to budget $32 million annually to keep current. The IBRC also identified approximately $210 million in new infrastructure projects that need to be built. Neither Cubberley nor several other items the Council has discussed in recent times were included in this number. Summary There are potentially two remaining 5-year options on the Cubberley lease if mutually agreed upon by the City and the District. The deteriorating condition of some of the buildings and the need to invest in them are powerful factors in forcing the governmental agencies to clarify their mutual goals and interests in the property. The precarious nature of both agencies’ budgets requires that capital investment in the Cubberley site be well-planned, deliberate and suited to a long- term vision for the site. Attachments: 1. Graph showing the trendline of Utility User Tax 2. Graph showing growth of Property Tax 3. Spreadsheet of current Cubberley revenues/expenses and projected capital expenses 4. Spreadsheet of projected revenues and expenses for Cubberley Rev. 10/1/2012  Version 1.1, 10/30/12  CCAC Finance Committee Deliverable #2 Cubberley Lease Report I. Overview   This CCAC Finance Committee report reviews the existing agreement between the City of Palo Alto (City) and Palo Alto Unified School District (District) referred to as the Lease and Covenant Not to Develop (Cubberley Lease). Some background information and terms are reviewed followed by recommendations and considerations for actions going forward. II. Lease Overview   The existing arrangement between the City of Palo Alto (City) and Palo Alto Unified School District (District) was put into place 1989 to address issues that were of concern to the Palo Alto community at that time. During the 1980s the District was selling off its parcels of land to raise capital to meet financial demands and the falling school enrollment seemed to support that trend. As land became more scarce, the community sought to prevent further District land sales fearing that future growth in student population would require additional schools and the increasing land scarcity would make that infeasible. The community developed a solution to the land sales, obtaining the District's agreement not to sell additional school properties and in turn the City would provide funds to aid in the District's financial problems. The City obtained funds to pay for the Cubberley Lease as well as other city improvements through a levied Utility Users Tax, to be collected by the City and paid to the District through the Lease and Covenant Not To Develop (Cubberley Lease). The City and District agreed to enter into an agreement that is now the Lease and Covenant Not To Develop and contains the following major terms: 1) Cubberley Lease Payment: A City lease payment to the District for the use of the Cubberley property. 2) Child Care Facility Lease Payment: A City lease payment to the District for use of eleven (11) school facilities in order to provide child care services to the community. 3) Covenant Not to Develop: A City lease payment to the District in return for the District's commitment to not sell additional District owned land (including Ohlone, Garland, Greendell, JLS, and Jordan) 4) Lease payments are adjusted annually in line with Consumer Price Index changes. 5) The Lease and Covenant Not To Develop terms included one 15 year term (1/1/90-1/31/04), one City optional extension of 10 years (1/1/05-12/31/14) and two mutual optional 5 year extensions (1/1/14- 12/31/18 and 1/1/19-12/31/23). In 1998 the Cubberley Lease was amended to include an agreement to substitute two operating schools for the opening of one "covenanted" site. The list of Covenanted Sites was modified to exclude Ohlone and include Juana Briones and Walter Hays. The list of schools where child care was allowed by the City was expanded to include Ohlone and allowed for future expansion. In 2002 the Cubberley Lease was amended to account for the land swap where 8 acres of the Cubberley site was deeded to the City in exchange for the District's reclamation of the Terman location and the Cubberley Lease Payment was accordingly reduced by $23,490 per month. The list of Covenanted sites  Version 1.1, 10/30/12  was modified to exclude the Garland site and include Addison and El Carmelo sites. Also added at that time was a District Option to open a compact high school at the Cubberley site if necessary, agreeing to joint use of the gym, cafeteria, theatre, and fields with required 24 months notice. At this time, the first of the two 5 year extensions is under consideration by both parties with a decision required by December 31, 2013. III. Problem Statement   The following issues are a concern at this time regarding the above summarized lease. 1) District Needs The District has developed a dependency on the lease payment funds, comprising now approximately 4.4% of the District's annual budget as revenue. These funds also constitute approximately 4.6% of the City's annual budget as an expense. 2) Covenant Not to Develop Now Obsolete The lease includes a "Covenant Not To Develop" payment that was intended to safeguard District owned properties from being sold. It is the City's promise to pay the District in return for the District not selling its land. This is no longer an immediate issue as the school sites identified in the Covenant are now all in use. 3) Utility Users Tax During the campaign to pass the Utility Users Tax, it was advertised to the public as a District financial benefit, creating a belief by the Palo Alto community that one of the major beneficiaries of the tax funds collected is the District. 4) Lease Payments per Consumer Price Index vs. Utility Users Tax Revenue The Cubberley Lease calculates annual lease payment adjustments using the Consumer Price Index which has been steadily increasing over time. The Utility Users Tax revenue which depends on utility revenues and is used by the City for lease payments, has been leveling off and/or decreasing in recent years. This is an inconsistent correlation of income and expense for the City.   5) Future District Requirements are Vague The District is vague on specific dates for future use although clear, using current projections, that at some time in the 10-15 year time frame the site or a portion thereof may be necessary for school use. 6) Future City Requirements are Vague The City has not articulated clearly the community services necessary to remain on the Cubberley site and exactly how much of the site is required to support them.      Version 1.1, 10/30/12  IV. Lease Modification Options   The following recommendations for modifications to the lease are for the short term period, specifically related to the upcoming renewal of 5 year term (Jan 1, 2014 - Dec. 31, 2018). Mid-term and long-term recommendations are difficult to predict as they would pertain to the conditions and plans in place at that time. Consideration should be given to renew the lease for 5 years to give the City and District time to plan for future renovations on the site. The following lease modifications may also be considered in the form of an addendum to the existing lease: 1. Recalculate the annual lease payments to align with the Utility Users Tax revenue trend rather than the Consumer Price Index. 2. Remove the Covenant Not To Develop payment as it is no longer pertinent to the current situation. 3. Have the District pay for its share of the projected capital improvements. 4. Have the District contribute to ongoing maintenance and repairs. 5. Increase the amount of child care space leased to the city on elementary schools sites along with a corresponding increase in child care facility lease payments.  1  Version  1.0,  11/7/12     CCAC  Finance  Committee  Deliverable  #3   Funding  Options     1.  Overview     This report summarizes funding options for the Palo Alto Unified School District (District) and the City of Palo Alto (City). Funding mechanisms are reviewed that are commonly used by the City and District along with a few others that might be potentials for future use. This is not a comprehensive review of all possible funding mechanisms. Three scenarios for the future of Cubberley facilities are proposed. Funding mechanisms are methods used to generate revenue streams and/or raise capital. The use of the revenue and duration of the mechanism is determined at the time the mechanism is created and, in most cases, must be approved by voters. Income from the funding mechanisms can be used in basically two ways: 1) Ongoing revenue streams may be used directly to augment an operating budget or pay for supplemental services. Common funding mechanism examples of this type include parcel tax, property tax, utility taxes, etc. 2) Bonds are issued to raise large amounts of capital. In this case a new or existing revenue stream is designated to repay the bonds. Various restrictions apply. In most cases, capital raised is used for new development or capital improvements. Rule of thumb is that $1m/year of revenue for 30 years generates between $10m to $15m of borrowed capital depending on prevailing interest rates. The most commonly used bonds for the City and District are General Obligation Bonds. 2.  Funding  Mechanisms  used  by  City  &  District   2.1  Parcel  Tax   A parcel tax is a fixed annual tax per parcel of real property that generates an ongoing revenue stream. It requires a 2/3 voter approval. The duration of the tax varies, generally 5-20 years, and renewals can be approved by voters. District  Parcel  Tax  History:   2001 - Parcel tax $493 approved 75% generated $5.5m/year, expired 2011 2010 - Parcel tax $589 approved 79% generates $11.9/year expires 2016 (escalates 2% per year) City  Parcel  Tax  History:   There is currently no parcel tax collected by the city. 2.2  Utility  Users  Tax   A utility tax is a fixed percentage fee levied on city resident's utility or telephone bills. It requires a 50% voter approval. The duration is determined at the time of approval. District    History:   There is currently no Utility Users Tax collected by the District. City  Utility  User  Tax    History:   1989 - Utility Users Tax of 5% approved over 50% generates $11m/year, no expiration  2  Version  1.0,  11/7/12     2.3  General  Obligation  Bonds   A general obligation bond (GOB) is a funding mechanism whose revenue stream is a property tax fee per $100,000 of assessed property value. The tax time frame can be anywhere up to 40 years. Historically it has been 30 years. A GOB generates revenue that can only be used for capital improvements. GOB requires a 55% voter approval for school districts and 2/3 voter approval for cities. District  Bond  History:   1995 - "Building for Excellence" - $143m bond, tax rate of $35/$100,000 expires in 2024. 2008 - "Strong Schools" - $378m bond passed with tax rate of $44.50/$100,000 expires 2037 2012 - "Strong Schools" increase to $60/$100,000 due to recession to retain 30 year repayment City  Bond  History:   2008 - "Measure N" - $78m bond passed with tax rate up to $28.74/$100,000 expires 2037 3.    Other  Funding  Mechanisms  for  Consideration   3.1  Business  License  Tax   Tax levied on businesses to generate a revenue stream. Available to City. Majority voter approval required. In 2009 a ballot measure proposition by the city to tax businesses was defeated. 3.2  Sales  Tax   Tax levied on sales revenue to generate a revenue stream. Available to City in 1/8% increments. Current restrictions limit maximum of 1% available to City. Majority voter approval required. 3.3  Mello-­Roos  Community  Facilities  District  (CFD)  Bonds   A Mello-Roos CFD is formed for a specific community need and requires the formation of a "territory". The territory can be any size, including a whole city, as long as all members benefit from the project funded by the bond. Debt repayment is from revenue collected as a property tax fee per $100,000 of assessed property long term (generally 30 years). The bonds generate capital that can be used for capital improvements and services. A CFD requires a two thirds vote of residents or property owners in the district. 3.4  Certificates  of  Participation  Bond   A Certificate of Participation bond is a general credit of the issuing entity. It is not necessarily backed by a particular revenue source, but a new revenue source or reallocation of existing resources is necessary to support the cost of COP debt. A COP also requires the use of an existing asset as collateral for the debt. 3.5  Utility  Revenue  Bonds   A Utility Revenue Bond is repaid through Utility rates or charges to customers. Revenue streams from utilities cannot be used to fund General Fund operations or capital improvements. 3.6  Private  Funding   Revenue sources may be available from private sources who are interested in participating in city improvements. These could be in the form of private financing, contributions, or participatory funding for joint use.  3  Version  1.0,  11/7/12     4.    Cubberley  Funding  Scenarios     Given that no specific plan is in place for the Cubberley Facility and the only "known" requirement is that the District may need it in 10-15 years, planning options are wide open. Three scenarios with possible funding options are presented here for consideration. 4.1  No  Development  at  Facility  -­  Use  Cubberley  "As-­Is"   Option 1 assumes that the City continues the Covenant Not to Develop and Lease for 10 years. After 10 years, the agreement terminates and the District can reopen the high school in the existing facilities. The City and District would have to renegotiate the use of the existing 8 acre parcel owned by the City on which a majority of the classroom space is located. Today the Cubberley Facility rental income covers its operating costs and routine maintenance so those costs are not considered a funding need over the next 10 years, although the loss of the Foothill lease around 2015 may be problematic. Downside is that after 10 years, no community services would be provided by the City. OPTION 1: No Change to Cubberley Years Need Responsible Party Funds Required Funding Options 0-10 Capital Improvements City $12.3m Include in 2014 bond 10+ Capital Improvements District $6.3m Increase parcel tax and use on a "pay as you go basis" meaning accumulation of funds to build a project instead of creating debt - OR- issue new GO Bonds 4.2  Phased  Re-­Development  -­  City  8  Acres  First,  District  27  Acres  Later   Option 2 assumes that the City continues the Covenant Not to Develop and Lease for 5 years. In the meantime the City and District develop a Memo of Understanding (MOU) to develop joint use facilities on the Cubberley location. In the following 5-10 years, the City builds a Community Center with joint use in mind. After 10-15 years, the District rebuilds the high school. Costs are based on the $200m construction estimate provided by the architects and based on acreage split accordingly, $50m (25%) for City, $150m (75%) for District. OPTION 2: Phased Re-development Years Need Responsible Party Funds Required Funding Options 0-5 Capital Improvements City $6m Include in 2014 bond measure 5-10 Community Center (with joint use MOU) City $50m Include in 2014 GO bond measure - or - COP through increase of the Utility Users Tax 10+ High School (with joint use MOU) District $150m High School Bond in 2024 when "BforE" bond expires  4  Version  1.0,  11/7/12     4.3  One  Time  Re-­Development  -­  35  acres  at  once       Option 3 assumes that the City continues the Covenant Not to Develop and Lease for 5 or 10 years. In the meantime the City and District develop a Memo of Understanding (MOU) to develop joint use facilities on the Cubberley location. After 5 or 10 years, the City and District together build a Community Center and High School with joint use in mind. Costs are based on the $200m construction estimate provided by the architects. OPTION 2: One-Time Re-development Years Need Responsible Party Funds Required Funding Options 0-5 Capital Improvements City $6m Include in 2014 bond measure 5-10 Community Center and High School (with joint use MOU) City & District $200m High School General Obligation Bond with optional funding from City             5.    References     California Debt Issuance Primer http://www.treasurer.ca.gov/cdiac/debtpubs/handbook.pdf   Partnership for Joint Use, Research Report by Jeffrey M. Vincent http://media.cefpi.org/CCS_Partnerships.pdf    5  Version  1.0,  11/7/12       Appendix  A:  Funding  Options  (Financing  Mechanisms)     *  Note  that  GO  and  Mello-­‐Roos  bonds  can  be  thought  of  as  “revenue  raising”  instruments  in  that  their  approval  by   voters  implements  taxes  to  repay  bond  holders.     Financing   Vehicle/Instrument  to   Issue  Bonds       Description     GME   Requirement   (Nov.  2012)   Vote   Requirement   Comments   General  Obligation  (GO)   Bond*     Property  Tax  based  on  %  of   assessed  value   No  2/3  See  accompanying  chart   for  list  of  upcoming   regular  and  mailed   ballot  election  dates.   Certificates  of  Participation   (COPs)     Similar  to  Revenue  Bonds  No  N/A  Must  have  identified   revenue  stream  for   repayment  e.g.  new  tax   such  as  Business  License   Tax  or  increase  in   current  tax  such  as  sales   tax.     Utility  Revenue  Bonds     Repaid  from  Utility  Rates  No  N/A  Must  have  identified   revenue  stream  for   repayment.  Utility   bonds  cannot  be  used  to   fund  General  Fund   operations.     Mello-­‐Roos  District  Bonds*  Special  Tax  Levy  No  2/3  Special  Tax  Levy  used  to   repay  bonds.        6  Version  1.0,  11/7/12       Appendix  B:  Funding  Options  (New  or  Increased  Taxes)     *General  taxes  can  be  coupled  with  an  advisory  measure  expressing  voters’  preference  that  tax  be  used  for   particular  purpose.    If  the  ballot  language  itself  expressly  limits  use  of  tax  to  infrastructure  or  other  specific   uses,  it  becomes  a  Special  Tax.      Special  taxes  require  a  2/3  vote,  but  need  not  be  placed  on  a  GME  ballot.                   New  or  Increased  Taxes   to  Support  Financing   Vehicles  (e.g.,  COPs)       Description     GME   Requirement   (Nov.  2014)   Vote  Requirement  Comments   Business  License  tax     Tax  on   businesses   Yes*  Majority     3/8¢  Sales  Tax     General  Tax  Yes*  Majority   Must  be  voted  on  at  GME    Currently,  there  is  a  1.0%   transactions  and  use  tax  in   Santa  Clara  County.    The  cap  on   these  taxes  is  2%.  (R&T   7251.1).    Therefore  PA  has  the   capacity  to  impose  a  tax  of  up   to  1%.      Note  these  taxes  may   be  imposed  only  in  multiples  of   1/8%.     Utility  Users  Tax     Tax  on  utility   charges   Yes*  Majority     Parcel  Tax     (See  comment)     Property  tax   based  on  flat   rate  per  parcel   No  2/3        Parcel  tax  cannot  be  pledged   toward  bond  payments.    Can  be   used  to  support  programs  and   operating  expenses.    7  Version  1.0,  11/7/12             Appendix  C:  Comparison  of  GOB,  Mello-­Roos,  and  Parcel  Taxes     Separate  document  attached  provided  by  Jones  Hall  dated  September  2012.       11/20/12   1   Finance  Deliverable  #3   Research  exis7ng  joint  use  facili7es  in  other  communi7es  for  lessons  learned  and  guidance  for  our  effort.   Due  Date:  Oct.  19th   Outline/Process   • Gathered  available  documenta7on  on  Joint  Use  projects   • Choose  3  examples  to  study  in  depth  –  based  on  similarity  to  Cubberley   – Wadsworth,  Ohio  High  School  &  Community  Campus   – Emeryville,  CA    Center  for  Community  Life   – Livermore,  CA      School  Upgrades,  City  Library  &  Youth  Community  Center   • Gathered  data   – Partners   – Facili7es  (including  sq.  Y)   – Total  Cost  and  Funding  Mechanisms   – Implementa7on  Timeline     • Common  Threads  and  Lessons  Learned   • References   11/20/12   2   Emeryville  Center  for  Community  Life   Partners:   •   Emery  USD   •   City  of  Emeryville   •   9-­‐12  High  School   •   K-­‐8  Lower  School   •   School  Mul7-­‐Purpose  Room   •   Admin  for  School  &  Community   •   Community/School  Library   •   Community  Pool   •   Community  Dance/Aerobic  Space   •   Community  Mul7-­‐Purpose  Room   • Community  Amphitheatre   •   3  level  design  w  Terraces   •   Security  Control  Points     •   Phase  2  –theatre,  gym,  classrooms   Facility  Overview   >    750  students   Approx.  7.6  acres   115,100  sq.  Y  facility   ECCL  has  Phase  2  plan  and  Defined  Boundaries     Approx.  7.6  acres   115,100  sq.  Y  facility   11/20/12   3   Emeryville  Funding  and  Timeframe   • Cost  /  Funding      Phase  1:  $80M  (w/  $10M  flex)   – School  will  use  a  $48M  55%  General  Obliga7on  Bond   – City  will  provide  $21M  in  State  Redevelopment  $s.   • Timeline   – In  planning  for  10  years-­‐  program  plan  first  issued  in  2003   – Currently  on  3rd  MOU   – Approved  the  conceptual  design  March  2012   –   Move  in  date  is  currently  es7mated  August  2015   ECCL  is  s7ll  in   development  and   concern  is  being  raised   over  the  state   commitment  of   redevelopment  funds.   11/20/12   4   •   9-­‐12  High  School    (1629  students)   •   Recrea7on  Facility   •   Senior  Center   •   Health  &  Wellness  Center   •   Outdoor  and  Indoor  Pools   •   Pediatrics  and  Den7stry   •   Media  /  Public  Library     •   Exis7ng  Middle  school  on  site               (782  students)   Facility  Overview   Approx  65  acres   450,000  sq.  Y   •   Wadsworth  Schools   •   City  of  Wadsworth   •   Public  Library   •   Private  Health  System   Partners:     450,000  sq.  Y   11/20/12   5   Wadsworth  Funding  and  Timeframe   • Cost  /  Funding  -­‐  $105M   – $65M  from  a  General  Obliga7on  Bond  by  the  Schools   – $24M  from  Ohio  Schools  Facility  Commission  (37%  of  GOB)   – $16M  city  commitment  for  Community  Center     • Partners  and  capital  corporate  campaign   • Timeline  –  4  years  !!   – Presented  to  community  in  May  2008   – Bond  approval  in  November  2008   – School  opened  in  Fall  2012   – Community  Center  opening  scheduled  for  December  2012   Taking  advantage  of  state  funds  available  pushed  the  community  to  take  ac7on.   Livermore,  CA   •   Livermore  Valley  USD   •   City  of  Livermore   •   Livermore  Area  Park  &   Recrea7on  District   Partners:     •   Modernize  7  of  20  schools    •   Youth  Community  Center    •   Civic  Center  Library   Facility  Overview  –  3  projects   Livermore  Civic  Center  Library  1188  South  Livermore  Ave.   Robert  Livermore  Community  Center  4444  East  Ave.   20  School  sites       71,000  sq.Y  indoor   45,000  sq.  Y.  aqua7c  center  56,000  sq.Y     11/20/12   6   Livermore  Funding  and  Timeframe   • Cost  /  Funding  -­‐  $150M  thru  a  General  Obliga7on  Bond  led  by  the  school   – $110M  for  school  upgrades   – $20M  Civic  Center  Library   • LVJUSD  received  special  legisla7on  (EC  18104)  authorizing  joint  use  library  to  be  built  on  other  public  en7ty  land  within  1  mile  of  site.   – $20M  Youth  Community  Center   • Timeline  –  5  -­‐  10  years   – Two  failed  votes  in  the  early  ‘90s  (School  Parcel  Tax  and  Parks  GOB)   – 1975  Tax  override  set  to  expire  in  2000  gave  impetus  for  ac7on   – Community  Survey  March  1998   – Bond  approval  in  March  1999  (passed  with  82%  of  the  vote)   – Library  opened  in  2004   – Community  Center  opened  March  2005   – School  funds  exhausted  June  2008   This  joint  effort  was  done  primarily  to  save  elec7on  expenses  and  to  provide  a   compelling  opportunity  that  voters  would  support.   7  Steps  to  Effec7ve  Joint-­‐Use  Partnership1   from  document  published  by  Berkeley’s  Center  for  Ci7es  and  Schools   1. Iden7fy  a  local  need  that  a  joint  use  partnership  might   address     2. Iden7fy  essen7al  joint  use  partners   3. Develop  a  posi7ve,  trus7ng  rela7onship  with  partners     4. Build  poli7cal  support   5. Build  a  joint  use  partnership  within  the  context  of  the  local   community     6. Formalize  the  partnership  with  an  MOU     7. Foster  ongoing  communica7on  and  monitor  the  progress   and  impact   DONE   DONE   IN   P R O G R E S S   11/20/12   7   Type  of  Funding  for  Joint-­‐Use  Projects   through  School  Districts5   •  State  General  Obliga.on  Bonds:  These  funds  are  voted  on  by  the  en7re  state.  They  can  be  directed  one  or  several  areas  such  as  educa7on,  transporta7on,  and  parks.  As  of  June  2008,  there  was  $1.3  million  leY  from  Prop.  47,  $8.2  million  from  Prop.  55,  and  2.5  million  from  Prop.  1D,  for  a  total  of  $12.1  million.  So  not  a  strong  prospect  for  us  to  pursue.   •  Local  General  Obliga.on  Bonds:  School  districts  use  these  bond  funds  to  match  the  state  required  contribu7on  for  school  construc7on  projects.  Local  bonds  must  be  approved  by  55%  of  the  vote  within  the  district.  They  are  repaid  using  local  property  tax  revenue.  Local  bonds  have  raised  $41  billion  in  the  past  decade.     •  Developers  Fees:  School  districts  are  allowed  to  levy  fees  on  new  residen7al,  commercial,  or  industrial  developments  for  school  construc7on  projects.  These  fees  can  provide  a  moderate  amount  but  vary  significantly  by  community  depending  on  local  development.     •  Special  Bond  Funds:  Known  as  “Mello-­‐Roos”  Bonds,  these  funds  allow  school  districts  to  form  special  districts  to  sell  bonds  for  school  construc7on  projects.  These  bonds  require  2/3  voter  approval  and  are  paid  off  by  the  property  owners  in  the  special  district.  These  bond  funds  have  produced  $3.7  billion  in  the  past  10  years.     Very  li>le  state  money  is  available  and  PA  isn’t  a  strong  candidate  so  local  opEons   are  our  best  bet.   PotenEal  Challenges  to  Joint  Use5   • Aligning  Partnership  Goals:  The  long-­‐term  nature  of  the  partnership  requires  par7es  to      develop  similar  goals  and  objec7ves  for  the  funding  and  management  of  the  project.     • OperaEons  and  Maintenance:  The  hours  of  use,  security,  and  cost  maintenance  should  be  addressed  upfront  to  avoid  confusion  and  misunderstandings.     • Regulatory  Constraints:  Construc7on  projects  have  various  levels  of  regula7on  depending  on  the   community  and  the  environment.  The  Field  Act  contains  higher  construc7on  standards  for  school  facili7es.  Therefore,  if  community  centers  and  buildings  are  to  be  used  by  school  districts,  they  must  also  comply   with  the  Field  Act.  These  types  of  differences  should  be  reconciled  among  partners  before  the  project   advances.     • Joint-­‐Use  Fund  RestricEons:  Requirements  set  forth  in  SB  50  state  that  projects  using  state  school   construc7on  funding  must  be  on  property  owned  by  school  districts.     • RestricEons  on  Private-­‐Public  Partnerships:  There  are  currently  limited  opportuni7es  for  public-­‐private  joint  use  partnerships.     • Long-­‐Term  Commitment:  School  districts  and  their  partners  have  stated  concerns  about  joint-­‐use  projects   and  the  long-­‐term  costs  associated  with  them.  Liability  issues  may  also  arise.     11/20/12   8   Major  Takeaways   • Joint  Use  projects  are  being  done  all  over  in  all  forms   • It  takes  7me  to  pull  the  projects  together  -­‐  Project  of  our  scope…   –   2-­‐5  years  in  Ohio   – 5-­‐10  years  in  California   • Successful  projects  have  communi7es  that  embraced  them   – Key  tools  used:  Community  surveys,  Community  advisory  commivees,  community  forums   • Funding  comes  from  a  variety  of  sources  but  typically  the  school  takes  the  lead   – Most  successful  examples  have  either  outside  funds  they  want  to  leverage  or  a  transi7on  in  a  local  tax   • Significant  up  front  work  needs  to  be  done  on  MOU  or  Joint  Use  Agreement  to  define  structure  of  the  project  and  the  rela7onship  of  the  en77es  involved   References   1. Joint  Use  School  Partnerships  in  California:  Strategies  to  Enhance  Schools  and  Communi7es                      August  2008   hvp://ci7esandschools.berkeley.edu/reports/CC&S_PHLP_2008_joint_use_with_appendices.pdf    CASE  1:  OPENING  SCHOOL  PLAYGROUNDS  TO  THE  COMMUNITY:  THE  CITY  AND  COUNTY  OF  SAN  FRANCISCO  AND  SF  UNIFIED  SCHOOL  DISTRICT      CASE  2:  BUILDING  NEW  JOINT  USE  GYMNASIUMS:  GARVEY  ELEMENTARY  SCHOOL  DISTRICT  AND  THE  CITY  OF  ROSEMEAD      CASE  3:  EXPANDING  CHILDCARE  OPPORTUNITIES:  CLOVIS  UNIFIED  SCHOOL  DISTRICT  AND  STATE  CENTER  COMMUNITY  COLLEGE  DISTRICT     2. Innova7ve  Approaches  to  Financing  School  Construc7on:  The  Feasibility  of  “Public-­‐Public”  Partnership              February  2000   hvp://www.cashnet.org/resource-­‐center/resourcefiles/65.pdf   3. Joint  Use  of  Public  Schools:  A  Framework  for  a  New  Social  Contract              April  2010   hvp://ci7esandschools.berkeley.edu/reports/2010_JU_Concept_Paper.pdf   4. California's  K-­‐12  Educa7onal  Infrastructure  Investments:  Leveraging  the  State's  Role  for  Quality  School  Facili7es  in  Sustainable  Communi7es                                            2012   hvp://ci7esandschools.berkeley.edu/reports/CCS_2012_CA_K12_Edu_Infra_Exec_Sum.pdf   5. Primer  on  Joint  Use                       hvp://www.cpehn.org/pdfs/Joint%20Use%20Primer%20-­‐%20CPEHN%204-­‐09.pdf   6. Emeryville  Center  of  Community  Life                                          current  website   hvp://www.emeryvillecenter.org/   7. Wadsworth  High  School  and  Community  Complex                                                                                                                                                                                                                        2008-­‐2012   hvp://www.wadsworthcity.com/the-­‐city/home/community-­‐collabora7on-­‐informa7on.html   CCAC FINANCE COMMITTEE DELIVERABLE #5 JOINT POWERS AUTHORITY There are a number of options for the financing and operating of a joint use facility on the Cubberley campus. One of those options is to create a Joint Powers Agency or Authority. A Joint Powers Agency (JPA) is an entity authorized to be created under Section 6500 of the California State Government Code (the “Joint Powers Law”)whereby two or more public entities can operate collectively. “Joint Powers” is a term used to describe governmental agencies that have agreed to combine their powers and resources to work on solving their common problems. Joint powers are exercised when the public officials of two or more agencies agree to create another legal entity or establish a joint approach to work on a common problem, fund a project or act as a representative body for a specific activity. The initials JPA can mean two different things. The first is Joint Powers Agreement, which is a formal, legal agreement between two or more agencies that want to jointly implement programs, build facilities or deliver services. Governmental agencies are called member agencies. One member agency agrees to be responsible for delivery of service on behalf of the other(s). A Joint Powers Agreement has no specified term but rather may be short-term, long-term or perpetual. The second use of the initials is for Joint Powers Agency or Joint Powers Authority. In this case, the Joint Powers Law is used to establish a new, separate governmental organization created by its member agencies, but operating at the members’ direction. Typically, the JPA has numbers of officials from the member agencies on its governing board. In the second case, the JPA is distinct from its member agencies. It has its own board of directors. Once created,the JPA has two types of powers: 1) it has the powers common to the member agencies which created it; and 2) it has the powers conferred on it by the California Legislature under Article 4 of the Joint Powers Law, including the power to issue bonds for public capital improvements. The term, membership and standing orders of the board of the JPA must be specified in the agreement. The JPA may employ staff and establish policies independent of the constituent agencies. A JPA can be formed by action of the governing boards of the participating agencies; there is no public election needed. JPA’s can be formed specifically to arrange capital financing by selling bonds. The bonds create the capital needed to finance construction of public facilities. In some instances the agency can issue revenue bonds which do not require a vote of the electorate. It is unclear whether a future Cubberley project would generate enough revenue to be able to qualify to issue this kind of debt. It would be more likely that the improvements would need to be funded by the issuance of General Obligation bonds issued by either the school district or the City (not by the JPA) which in either case would require a public vote. Another alternative would be for the JPA to issue lease revenue bonds. Lease Revenue bonds are bonds where the proceeds are used to build or improve reals property and where the property to be acquired or improved (and in the case of an asset transfer, an unrelated piece of real property) is leased to one or more member agencies. The payments to be made by the member agency(ies) under the Lease crate a stream of revenue that serves as the security for the JPA’s Bonds. Advantages and Disadvantages of a JPA: Advantages: • JPA’s are flexible and easy to form • JPA’s may be more efficient than separate governments • JPA’s have powers which are different from those of the school district and City, and those powers may be used to finance the construction of facilities; and purchase of equipment/ • A JPA for Cubberley would cover the entire area that would benefit from the construction and operation of a joint use facility • A JPA for Cubberley might help attract either private capital or grants because it would show both agencies’ commitment to work together on a shared facility Disadvantages: • JPA’s require mutual trust • JPA’s can be hard to keep together for the long-term • JPA’s can be hard for the public to understand and may be perceived as another layer of government Resources: California State Legislature, Senate Local Government Committee, Governments Working Together, A Citizens Guide to Joint Powers Agreements, August 2007 Section 6500 of the California State Government Code Fi n a n c e   C o m m i + e e   F i n a n c i a l   S u m m a r y   S p r e a d s h e e t 10 / 1 / 1 2 AN N U A L   O P E R A T I N G   B U D G E T Da t a   f r o m   L e a s e   &   C o v e n a n t   R e v e n u e s   a n d   E x p e n s e s   ( B u d g e t   2 0 1 3   c o l u m n )   a n d   r o u n d e d OP E R A T I N G   I N C O M E IN C O M E EX P E N S E It e m i z e d Lo n g   T e r m   L e a s e s 1, 6 1 7 , 0 0 0 (F o o t h i l l   =   a p p r o x   $ 9 3 0 k ,   a l l   o t h e r   =   a p p r o x   $ 6 9 0 k ) Ho u r l y   R e n t a l s 82 3 , 0 0 0 Ci t y   O f f i c e   R e n t a l 73 , 0 0 0 OP E R A T I N G   E X P E N S E Cu b b e r l y   L e a s e 4, 6 0 0 , 0 0 0 Co v e n e n t 1, 8 3 0 , 0 0 0 Ch i l d   C a r e 64 0 , 0 0 0 Ch i l d   C a r e   U S l i S e s   56 , 0 0 0 Pa y m e n t s   t o   P A U S D 7, 1 2 6 , 0 0 0 Le a s e   M a n a n g e m e n t   &   M a i n t e n a n c e 43 0 , 0 0 0 No n - ­ ‐ m a i n t e n a n c e   O p e r a S n g 1, 3 2 5 , 0 0 0 Op e r a S n g   C o s t s   ( T o t a l ) 1, 7 5 5 , 0 0 0 An n u a l   T o t a l s 2, 5 1 3 , 0 0 0 8, 8 8 1 , 0 0 0 TO T A L   N E T 6, 3 6 8 , 0 0 0 LO N G   T E R M   C A P I T A L   I M P R O V E M E N T S 20 1 2 20 1 3 20 1 4 20 1 5 20 1 6 20 1 7 Ne x t   5   y e a r s   20 1 8 - ­ ‐ 2 0 2 2 Ne x t   1 5   y e a r s   20 2 3 - ­ ‐ 2 0 3 6 CU R R E N T   B U D G E T E D     C A P I T A L   I M P R O V E M E N T S   ( p e r   C i t y   o f   P A   2 0 1 3   C a p i t a l   B u d g e t )   n e e d   t o   c l a r i f y   i f   t h i s   i s   p a r t   o f   I B R C   i d e n P f i e d   w o r k Au d i t o r i u m   R o o f 25 0 , 0 0 0 25 0 , 0 0 0 Me c h a n i c a l   &   E l e c t r i c a l   U p g r a d e s 1, 4 5 0 , 0 0 0 15 0 , 0 0 0 1, 3 0 0 , 0 0 0 El e c t r i c a l   U p d g r a d e s 1, 1 5 0 , 0 0 0   15 0 , 0 0 0 1, 0 0 0 , 0 0 0 re m o v e d   f r o m   2 0 1 3   c a p i t a l   b u d g e t Ro o f   M a i n t e n a n c e 42 6 , 0 0 0 53 , 5 0 0 10 6 , 0 0 0 10 7 , 0 0 0 10 6 , 0 0 0 53 , 5 0 0 To t a l   P l a n n e d   I m p r o v e m e n t s   ( 5   y e a r ) 3, 2 7 6 , 0 0 0 LO N G   T E R M   M A I N T E N A N C E   ( P E R   I R B C     p .   1 4 6 ) Im p r o v e m e n t s   ( n e x t   5   y e a r s ) 10 , 2 0 0 , 0 0 0 2, 0 4 0 , 0 0 0 2, 0 4 0 , 0 0 0 2, 0 4 0 , 0 0 0 2, 0 4 0 , 0 0 0 2, 0 4 0 , 0 0 0 Im p r o v e m e n t s   ( y e a r s   5 - ­ ‐ 1 0 ) 2, 1 0 0 , 0 0 0 2, 1 0 0 , 0 0 0 Im p r o v e m e n t s   ( y e a r s   1 1 - ­ ‐ 2 5 ) 6, 5 0 0 , 0 0 0 6, 5 0 0 , 0 0 0 To t a l 18 , 8 0 0 , 0 0 0 2, 0 9 3 , 5 0 0 2, 2 9 6 , 0 0 0 3, 6 9 7 , 0 0 0 2, 2 9 6 , 0 0 0 3, 0 9 3 , 5 0 0 2, 1 0 0 , 0 0 0 6, 5 0 0 , 0 0 0 * Se p t e m b e r 2 0 1 2 1 CO M P A R I S O N O F G E N E R A L O B L I G A T I O N B O N D S , M E L L O -RO O S A N D P ARC E L T A X E S F O R C I T I E S Ch a r a c t e r i s t i c s Ge n e r a l O b l i g a t i o n B o n d s Me l l o -Ro o s C F D s * Pa r c e l T a x Vo t e R e q u i r e d ? Ye s . Ye s . Ye s . Mi n i m u m Af f i r m a t i v e V o t e s Tw o -th i r d s o f v o t e s c a s t . Tw o -th i r d s o f vo t e s c a s t . Tw o -th i r d s o f v o t e s c a s t . Qu a l i f i e d E l e c t o r s Re g i s t e r e d v o t e r s r e s i d i n g i n c i t y . Re g i s t e r e d v o t e r s i n d i s t r i c t , i f 1 2 o r mo r e v o t e r s r e s i d e i n d i s t r i c t . I f fe w e r t h a n 1 2 r e g i s t e r e d v o t e r s re s i d e i n d i s t r i c t , v o t e i s o f la n d o w n e r s , o n e v o t e pe r a c r e . Re g i s t e r e d v o t e r s r e s i d i n g i n c i t y . Bo u n d a r y o f A r e a t o b e Ta x e d Ci t y . Te r r i t o r y o f d i s t r i c t , a s d e f i n e d b y ci t y c o u n c i l . D i s t r i c t c o u l d b e e n t i r e ci t y o r a p o r t i o n o f c i t y , i n c l u d i n g no n -co n t i g u o u s a r e a s . Ci t y . Ba s i s o f T a x As s e s s e d v a l u e o f pr o p e r t y . An y r e a s o n a b l e m e t h o d ex c e p t as s e s s e d v a l u e . Fi x e d a n n u a l t a x a m o u n t p e r p a r c e l , wh i c h m ay e s c a l a t e a n n u a l l y . Me t h o d o f T a x Co l l e c t i o n An n u a l p r o p e r t y t a x b i l l . An n u a l p r o p e r t y t a x b i l l o r d i r e c t bi l l i n g . An n u a l p r o p e r t y t a x b i l l . Ca n Se n i o r s b e E x e m p t fr o m T a x ? No . Ye s . Ye s , s o l o n g a s t h e r e i s a r a t i o n a l ba s i s f o r t h e e x e m p t i o n . Ty p i c a l U s e o f Te c h n i q u e Fi n a n c e c a p i t a l i m p r o v e m e n t s . Fi n a n c e c a p i t a l i m p r o v e m e n t s a n d ce r t a i n a n n u a l s e r v i c e s . Au g m e n t o p e r a t i n g b u d g e t o r p a y fo r su p p l e m e n t a l s e r v i c e s . * Co m m u n i t y Fa c i l i t i e s Di s t r i c t s Se p t e m b e r 2 0 1 2 2 CO M P A R I S O N O F G E N E R A L O B L I G A T I O N B O N D S , M E L L O -RO O S A N D P ARC E L T A X E S F O R C I T I E S Ch a r a c t e r i s t i c s Ge n e r a l O b l i g a t i o n B o n d s Me l l o -Ro o s C F D s * Pa r c e l T a x Fa c i l i t i e s E l i g i b l e f o r Fi n a n c i n g Pu r c h a s e o r i m p r o v e m e n t o f r e a l pr o p e r t y ( p u r c h a s e o f l a n d o r co n s t r u c t i o n o f b u i l d i n g s ) . An y f a c i l i t y w i t h u s e f u l l i f e o f f i v e ye a r s o r m o r e ( i n c l u d i n g f u r n i s h i n g s an d v e h i c l e s ) . An y p u r p o s e sp e c i f i e d i n t h e b a l l o t , wi t h o u t l i m i t a t i o n . Ca n F u r n i s h i n g s a n d Eq u i p m e n t b e Fi n a n c e d ? No . Ye s , p r o v i d e d t h e e q u i p m e n t h a s a us e f u l l i f e o f f i v e y e a r s o r l o n g e r . Ye s , w i t h o u t l i m i t a t i o n . Ca n T a x R e v e n u e s b e Us e d f o r P u r p o s e s Ot h e r t h a n D e b t S e r v i c e on Bo n d s ? No . Ye s . P a y -as -yo u -go c a p i t a l c o s t s , ad m i n i s t r a t i v e e x p e n s e s , a n d li m i t e d s e r v i c e s ( s e t f o r t h i n t h e Ac t ) . Ye s . A n y p u r p o s e s a u t h o r i z e d i n t h e ba l l o t m e a s u r e , i n c l u d i n g o p e r a t i n g ex p e n s e s . Ar e O p e r a t i n g E x p e n s e s El i g i b l e f o r F i n a n c i n g wi t h T a x ? No . Ce r t a i n m u n i c i p a l s e r v i c e s , in c l u d i n g p o l i c e , f i r e , s t o r m dr a i n a g e , p a r k , r e c r e a t i o n , l i b r a r y , an d h a z a r d o u s w a s t e r e m o v a l se r v i c e s . A l s o , a n n u a l c o s t o f ad m i n i s t e r i n g t h e bo n d s an d t h e dis t r i c t . Ye s . M o s t c o m m o n u s e o f p a r c e l ta x e s i s t o s u p p l e m e n t o pe r a t i n g re v e n u e s t o m a i n t a i n c u r r e n t s e r v i c e le v e l o r i m p r o v e l e v e l o f s e r v i c e . Se p a r a t e A u t h o r i t y Re q u i r e d t o I s s u e Bo n d s ? No . No . Ye s . T y p i c a l l y , ge n e r a l f u n d l e a s e re v e n u e b o n d s o r C O P s a u t h o r i z e d by c i t y c o u n c i l , a n d p r o c e e d s o f pa r c e l t a x l e v y “ r e i m bu r s e s ” t h e ge n e r a l f u n d . Ty p e o f B o n d S a l e Co m p e t i t i v e s a l e o n l y , u n l e s s ch a r t e r c i t y . Ne g o t i a t e d o r c o m p e t i t i v e s a l e . Ne g o t i a t e d o r c o m p e t i t i v e s a l e , de p e n d i n g o n s e p a r a t e b o n d i n g au t h o r i t y u s e d . Se p t e m b e r 2 0 1 2 3 CO M P A R I S O N O F G E N E R A L O B L I G A T I O N B O N D S , M E L L O -RO O S A N D P ARC E L T A X E S F O R C I T I E S Ch a r a c t e r i s t i c s Ge n e r a l O b l i g a t i o n B o n d s Me l l o -Ro o s C F D s * Pa r c e l T a x De b t L i m i t Am o u n t o f b o n d s o u t s t a n d i n g a t an y t i m e ca n n o t e x c e e d 1 5 % o f to t a l a s s e s s e d v a l u e . Va l u e o f p r o p e r t y i n t h e dis t r i c t su b j e c t t o s p e c i a l t a x m u s t b e a t le a s t t h r e e t i m e s t h e a m o u n t o f ou t s t a n d i n g b o n d s . U n d e r c e r t a i n co n d i t i o n s , t h e c i t y c o u n c i l c a n ap p r o v e a n a m o u n t o f b o n d s ex c e e d i n g t h i s l i m i t . No l i m i t a t i o n f o r C O P s o r l e a s e re v e n u e b o n d s . Bo n d S e c u r i t y Ci t y ’ s u n r e s t r i c t e d a b i l i t y t o r a i s e pr o p e r t y t a x e s t o m e e t d e b t se r v i c e r e q u i r e m e n t s . P r o p e r t y ta x i s a l i e n o n p r o p e r t y . C o u n t y ha s a u t h o r i t y t o f o r e c l o s e o n l i e n fo r p a y m e n t o f d e l i n q u e n t ta x e s . Spe c i a l t a x es l e v i e d a n d s e c u r e d by a li e n o n p r o p e r t y . C i t y h a s au t h o r i t y t o i n i t i a t e a c c e l e r a t e d fo r e c l o s u r e o n p r o p e r t y f o r p a y m e n t of d e l i n q u e n t t a x e s , s o l o n g a s bon d s h a v e b e e n i s s u e d b y t h e dis t r i c t . Ci t y ’ s g e n e r a l f u n d . Th e r e i s n o St a t e l a w a u t h o r i t y t o p l e d g e pr o c e e d s o f p ar c e l t a x e s to t h e pa y m e n t o f de b t s e r v i c e s . Ma x i m u m T e r m o f T a x Le v y As l o n g a s n e c e s s a r y t o r e p a y bo n d s a u t h o r i z e d b y v o t e r s . As l o n g a s n e c e s s a r y t o r e p a y bo n d s o r t o p a y d i r e c t l y f o r f a c i l i t i e s au t h o r i z e d b y v o t e r s . Fi n a l y e a r o f ta x m u s t b e s p e c i f i e d . As s p e c i f i e d i n t h e b a l l o t m e a s u r e . Ma x i m u m T e r m o f Bo n d s Up t o 4 0 y e a r s . Up t o 4 0 y e a r s . Ge n e r a l l y , u p t o u s e f u l l i f e o f f a c i l i t y be i n g f i n a n c e d . Se p t e m b e r 2 0 1 2 4 CO M P A R I S O N O F G E N E R A L O B L I G A T I O N B O N D S , M E L L O -RO O S A N D P ARC E L T A X E S F O R C I T I E S Ch a r a c t e r i s t i c s Ge n e r a l O b l i g a t i o n B o n d s Me l l o -Ro o s C F D s * Pa r c e l T a x El e c t i o n D a t e St a t e w i d e E l e c t i o n D a t e s * St a t e w i d e E l e c t i o n D a t e s * or a sp e c i a l e l e c t i o n o n a d a t e s p e c i f i e d by t h e c i t y c o u n c i l t o o c c u r be t w e e n 90 d a y s a n d 1 8 0 d a y s f o l l o w i n g t h e ad o p t i o n o f t h e R e s o l u t i o n o f Fo r m a t i o n f o r t h e di s t r i c t . St a t e w i d e E l e c t i o n D a t e s * * El e c t i o n C o d e Se c t i o n 1 0 0 1 Se p t e m b e r 2 0 1 2 5 CO M P A R I S O N O F G E N E R A L O B L I G A T I O N B O N D S , M E L L O -RO O S A N D P ARC E L T A X E S F O R C I T I E S Ch a r a c t e r i s t i c s Ge n e r a l O b l i g a t i o n B o n d s Me l l o -Ro o s C F D s * Pa r c e l T a x Ad v a n t a g e s • Si m p l e m e t h o d o f t a x a t i o n . • Fa m i l i a r t o vo t e r s . • Le s s t i m e r e q u i r e d t o d e v e l o p fi n a n c i n g p l a n a n d p u t b e f o r e vo t e r s . • Lo w e r c o s t f i n a n c i n g ( l o w e r bo n d i n t e r e s t r a t e s a n d b o n d is s u a n c e c o s t s ) . • If c i t y h a s a l a r g e c o m m e r c i a l pr o p e r t y t a x b a s e , a l a r g e po r t i o n o f t a x b u r d e n c o u l d b e bo r n e b y n o n -res i d e n t i a l pr o p e r t y . • Fl e x i b i l i t y i n d e t e r m i n i n g t a x r a t e an d m e t h o d o f a p p o r t i o n i n g t a x . • Fi n a n c e f a c i l i t i e s w i t h b o n d s o r di r e c t l y b y p a y -as -yo u -go . • Wi d e r a n g e o f i t e m s e l i g i b l e f o r bo n d f i n a n c i n g , i n c l u d i n g fa c i l i t i e s , f u r n i s h i n g s , a n d eq u i p m e n t . • Ca n b e u s e d t o p a y f o r m a n y an n u a l , r e c u r r i n g s e r v i c e s . • Ab i l i t y t o t a i l o r t a x a n d a r e a t o be t a x e d i n a m a n n e r t o en h a n c e v o t e r a p p r o v a l . • Pr o v i s i o n f o r l a n d o w n e r v o t e i f CF D h a s f e w e r t h a n 1 2 re g i s t e r e d v o t e r s . • Si m p l e m e t h o d o f t a x a t i o n . • No l i m i t a t i o n o n us e o f t a x pr o c e e d s . • Ca n b e u s e d f o r f a c i l i t i e s a n d an n u a l s e r v i c e e x p e n d i t u r e s . Se p t e m b e r 2 0 1 2 6 CO M P A R I S O N O F G E N E R A L O B L I G A T I O N B O N D S , M E L L O -RO O S A N D P ARC E L T A X E S F O R C I T I E S Ch a r a c t e r i s t i c s Ge n e r a l O b l i g a t i o n B o n d s Me l l o -Ro o s C F D s * Pa r c e l T a x Di s a d v a n t a g e s • Ci t y w i d e v o t e a n d su p e r m a j o r i t y a p p r o v a l re q u i r e d . • Fa c i l i t i e s e l i g i b l e f o r b o n d fi n a n c i n g a r e l i m i t e d t o r e a l pr o p e r t y i m p r o v e m e n t s , s u c h as t h e p u r c h a s e o f la n d a n d co n s t r u c t i o n o f b u i l d i n g s . • As s e s s e d v a l u e m e t h o d o f ta x a t i o n s p r e a d s t a x b u r d e n on b a s i s o f p r o p e r t y v a l u e ra t h e r t h a n b y d i r e c t b e n e f i t s re c e i v e d f r o m f a c i l i t i e s co n s t r u c t e d w i t h b o n d pr o c e e d s . • Al l p r o p e r t y o w n e r s i n c i t y p a y ad d i t i o n a l t a x . • Bon d f i n a n c i n g t e c h n i q u e o n l y , no a b i l i t y f o r p a y -as -yo u -go . • Su p e r m a j o r i t y v o t e r e q u i r e d . • Mo r e t i m e r e q u i r e d t o d e v e l o p fi n a n c i n g p l a n a n d p u t b e f o r e vo t e r s . • Hi g h e r c o s t f i n a n c i n g ( h i g h e r bo n d i n t e r e s t r a t e s a n d b o n d is s u a n c e c o s t s ) . • Un f a m i l i a r t o vo t e r s . • Mo r e c o m p l e x m e t h o d o f ta x a t i o n . • Hi g h e r d i s t r i c t f o r m a t i o n c o s t s an d a n n u a l a d m i n i s t r a t i o n c o s t s (n e e d t o h i r e a s e p a r a t e co n s u l t a n t ) . • Ci t y w i d e v o t e a n d s u p e r m a j o r i t y ap p r o v a l re q u i r e d . • Mu s t h a v e p e r i o d i c e l e c t i o n s to re n e w a p p r o p r i a t i o n s l i m i t if u s e d fo r o p e r a t i n g e x p e n s e s . • No i n d e p e n d e n t a u t h o r i t y t o is s u e b o n d s —se p a r a t e a u t h o r i t y ne e d e d . Cubberley Tenant and Long-Term Renters Survey Presentation Meeting No. 14, 11/28/2012 12/12/2012 1 Cubberley Community Center Tenant & Long Term Renters  Survey November 28, 2012 2 Background Cubberley Master plan 1990 1. Neighborhood Concept 2. Cubberley Master Plan amended 1996 to provide greater  flexibility potential users 3. Grouping Tenants based on similar use: a. Performing Arts b. Child Care c. Outdoor Sports d. Indoor Sports and Health e. Visual Arts f. Education g. Music / Theater h. Other Non‐Profits and City Services i. Hourly Rental Space 12/12/2012 2 3 The Survey Purpose ‐who uses Cubberley Community Center? Sample Questions asked: 1. How many people do you serve? 2. How many participants are Palo Alto residents? 3. Do you have a waitlist? 4. What times of day do you actively use the space? 5. What are the community benefits your program or service  provides?  6. Does your group currently share space? 7. How would you rate current fees for use of space? 8. Do you have specialized facility or equipment needs? 9. What age group does your program serve? 10.If Cubberley Community Center was no longer available what  would you do? *43 of 70 Tenants  responded to survey 4 Individual Organizations that responded to the survey Acme Education Group Adult School gardening class Senior  Friendship Day Bay Area Arabic School  California Law Revision  Commission Cardiac Therapy Association Cubberley Artists in Residence Dance Connection Dance Kaiso/Wilfred Mark DanceVisions Dutch School Silicon Valley El Camino Youth Symphony Friday Night Dancers Good Neighbor Montessori Guru Shadha Hua Kuang Chinese Reading Room Middlefield Campus/Foothill College Palo Alto AYSO Palo Alto Chamber Orchestra Palo Alto Girls Softball Palo Alto Philharmonic Palo Alto Soccer Club Peninsula Piano School  Peninsula Women's Chorus Raices de Mexico Ballet Folklorico Saturday Night Ballroom Dancing The Children's Pre‐School Center The Red Thistle Dancers Traditional Wushu Zohar Dance Company & Studio 12/12/2012 3 5 Performing Arts - Dance Dance Connection Dance Kaiso/Wilfred Mark Dance Visions Friday Night Dancers Guru Shadha Raices de Mexico Ballet Folklorico Saturday Night Ballroom Dancing The Red Thistle Dancers Zohar Dance Company & Studio 6 12/12/2012 4 7 Performing Arts - Dance Participation – The dance studios currently have 1650 students enrolled (70% residents); and the combined Friday and Saturday night ballroom dancing groups serve between 200 and 300 dancers per week (residency unknown). Use of space – 7 days a week, mornings, afternoons and evenings; most activity occurs during afternoon, evening & weekend hours. Community Benefits – High level and diverse dance training and performance opportunities for youth and adults. Also, cultural enrichment and awareness through instruction and performance of ethnic dance disciplines. Sense of community, belonging and social anchor. If Cubberley were not available – Most would attempt to relocate to a nearby site at an equally low cost. Due to market conditions, that would probably be outside Palo Alto. 8 Child Care / Early Education Good Neighbor Montessori The Children’s Preschool Center 12/12/2012 5 9 10 Child Care / Early Education Participation –The two early childhood education facilities  bring 200 young children and their families to Cubberley each  weekday. 65% of families live or work in Palo Alto. Use of space –This space is being utilized on weekdays from  7:00am to 6:15pm. Community Benefits –They support working families with high  quality early childhood care and education, and provide families  with parenting workshops and resources for raising children. If Cubberley were not available – Finding affordable facilities  for early childhood care and education is next to impossible in  Palo Alto. These providers would be forced to relocate outside of  our community.  12/12/2012 6 11 Outdoor Sports Fields: •Palo Alto AYSO •Palo Alto Soccer Club •Stanford Soccer Club •Silicon Valley Adult Sports •Palo Alto Adult Soccer Club •Palo Alto Girls Softball •Various league tournaments •Drop in public Use Tennis : •Gunn High School  •Castilleja School  •Girls Middle School •USTA Leagues •Palo Alto Tennis Club •Drop in public Use 12 12/12/2012 7 13 Outdoor Sports Participation –Organized field users account for roughly 7000  participants a year and although not all play is done at  Cubberley, fields at Cubberley are used 7 days a week for most  of the year. Residency is estimated to be 70%+. Use of space – Weekdays after school until dark, and all day on  Saturdays and Sundays. Community Benefits – Opportunity to participate in team  sports; chance for youth an adults to develop their athletic skills;  physical fitness and is a social outlet. If Cubberley were not available –These groups would shift  usage to other fields within Palo Alto, however the City could  not continue to support the current number of programs since  sufficient field space would not be available to accommodate all. 14 Indoor Sports and Health •Traditional Wushu •Cardiac Therapy Assoc. •Adult Volleyball •Youth –Sports Camps •YMCA Basketball •Palo Alto Midnight basketball •National Junior Basketball •SSC Futsal •SVK Self Defense •Tri City Youth Group •Cheuk Fung Yi Chuang •Futsal – (indoor soccer) •Martial Arts •Stroke  •Aerobics •REACH: A Program For  Post‐Stroke •101 Basketball •Bay Area 3 on 3 •Special Olympics •Palo Alto Elite Volleyball  •Senior Table Tennis Club •Belly Rumba with Sol 12/12/2012 8 15 16 Indoor Sports and Health Participation –Indoor gym space and health fitness is reserved by multiple organizations and groups serving all ages. These groups account for roughly 1,800 participants. Residency unknown. Use of space –Indoor space is used 7 days a week, at varies  times, with the heaviest use during morning hours and after  5pm.  Community Benefits –Recreation activities, exercise, health  and wellbeing, social outlet. If Cubberley were not available –Some of the non‐profit  health groups would go out of business due to the inability to  afford or find alternative space. Would try to relocate, however  indoor gym space is very limited, Palo Alto has no community  gymnasiums. 12/12/2012 9 17 Visual Arts / Artists in Residence (22) L. ANDERSON I. INFANTE L.BOUCHARD S. INGLE U. DELARIOS S. KISER K. EDWARDS M.LETTIERI M. FLETCHER A. McMILLAN P. FOLEY J. NELSON-GAL L. GASS M. PAUKER M.GAVISH N. RAGGIO B. GUNTHER C. SULLIVAN P.HANNAWAY N. WHITE A. HIBBS - vacated C. VALASQUEZ 18 12/12/2012 10 19 Artists in Residence Participation –22 Artists occupy 17 studio spaces (50% residents).  Artists who teach classes in their studios average 20‐30 students per  quarter (65% residency); visitors to the annual Open Studios events vary;  average 500 visitors per studio per year. Use of space – Responses varied greatly; some artists actively utilize  their space 7 days a week, up to 12 hours a day, while others may use their  space 25 hours per week.  Most respondents are using their space 4‐7  days a week for approximately 5‐8 hours a day. Community Benefits –The Program is intended to establish a  community of visual artists who support, collaborate, and exchange ideas  with one another and the community. If Cubberley were not available –Most artists indicated that they  would disperse and relocate out of the Palo Alto area due to lack of  affordable space in this area. 20 Education Acme Education Group Bay Area Arabic School Dutch School Silicon Valley Hua Kuang Chinese Reading Room Middlefield Campus/Foothill College Museo Italo Americano Kumon Math and Reading 12/12/2012 11 21 22 Education Participation –Enrollment in these programs, which includes  Foothill College, brings almost 4,200 students to the Cubberley  campus annually, and the Reading Room adds another 10‐15  people per day. (70% residency ‐Excluding Foothill College). Use of space –With the exception of the Hua Kuang Reading  Room that is open weekdays from 10am to 3pm, most providers  offer their programs during after school, evening and weekend  hours.  Community Benefits –Importance of lifelong learning, language  instruction and cultural exchange, the entire community benefits  from their programs. Complements public schools. If Cubberley were not available –Most indicated they would  relocate but it would be difficult if not impossible to find equivalent  facilities in Palo Alto, therefore services would be lost to our  community. 12/12/2012 12 23 Music & Theater •El Camino Youth Symphony •Palo Alto Chamber Orchestra •Palo Alto Philharmonic •Peninsula Piano School •Peninsula Women’s Chorus •Bats Improv •Peninsula Youth Theater •Jayendra Kalakendra •Palo Alto Chamber Orchestra •Shiva Murugan Temple •Nuber Folk Dance •Shri Krupa •Sankalpa Dance Foundation •Vaidica Vidhya Ganapathi Center •Heritage Music Festivals 24 12/12/2012 13 25 Music & Theater Participation –These programs show enrollment of 500 or more  students/participants at any given time (residency 45%). Audience  accounts for 150‐300 visitors for 100 rentals annually.  Use of space –With the exception of the Peninsula Piano School  who uses their space 6 days a week from 10am to 7pm, most  providers schedule programming during after school, evening and  weekend hours. Community Benefits –A majority of these programs are targeted  at youth, these programs complement music and theater  opportunities available within the school settings. If Cubberley were not available – Providers would have to find  alternate rehearsal and performance space that would probably  entail raising rates for participants or moving out of Palo Alto. 26 Other Non-Profit Support and City Services California Law Revision Commission Adult School gardening class & Senior Friendship Day Friends of the Palo Alto Library Temporary  Teen Center Temporary  Library Office of Emergency Services PAFD Palo Alto Mediation Cardiac Therapy Assoc. Administration 12/12/2012 14 27 28 Non-Profits and Other City Services Participation –Temporary Library (261,000 annual visitors,  open 8 hours day); FOPAL (155 volunteers contributing  more than 23,800 hours annually and raised well over a  million dollars to improve Palo Alto libraries in recent  years); OES weekly training of PAFD and PAPD. Use of space –Normal business hours; Monday through  Friday from 8:30am to 5:30pm. Community Benefits – Support for the City of Palo Alto  augment the lack of public space to house critical services.  If Cubberley were not available –Groups would need to  find other office space, however options are very limited,  no specific solution was given.  12/12/2012 15 29 Hourly Rental Space/Users •Neighbors Abroad •Youth Community Services •Liga Hispano Americano De Futbol - meetings •Palentir Technologies – gym use •International School of the Peninsula – gym use •Grossman Academy Training •Gideon Hausner – Jewish Day School – gym use •Waldorf School of the Peninsula – theater rental •Home Owner Association •Vineyard - Faith •Christ Temple Church - Faith •Palo Alto Soccer Club - meetings •Common Wealth Club - meetings •Palo Alto Girls Softball - meetings •Whole Foods Market - meetings •Palo Alto Housing Corporation •Pre-school Family •Bay Area Amphibian and Reptile Society - meetings •SCC Registrar Voters •SCV Audubon Society - meetings •National MS Society - meetings •Palo Alto Menlo Park Mothers Club –meetings •Earth Day Film Festival – theater 30 12/12/2012 16 31 Overall Feedback Participation/Visitors –Estimate 600k+ annual 44% all ages 22% youth 17% adults 17% seniors Use of space –6am to 10pm Community Benefits – Community Needs Committee  –“What’s special about Cubberley Community Center”. A  vibrant thriving community center meeting social, cultural,  health and educational needs to thousands. If Cubberley were not available –25% would no  longer be in operation the remainder would relocate most  of which would move out of Palo Alto due to affordability  of rental rates. 32 12/12/2012 17 33 Discussion Q&A PAUSD Minutes 6/28/2011 Approved: 08.23.11 Regular Meeting June 28, 2011 Page 1 BOARD OF EDUCATION PALO ALTO UNIFIED SCHOOL DISTRICT Complete tape recordings of most Board Meetings are available at 25 Churchill Avenue. Meetings are also available on demand at http://www.communitymediacenter.net/watch/pausd_webcast/PAUSDondemand.html MINUTES FOR REGULAR MEETING OF JUNE 28, 2011 Call to Order The Board of Education of Palo Alto Unified School District held a Regular Meeting in the Board Room at 25 Churchill Avenue, Palo Alto, California. Baten Caswell, President, called the meeting to order at 5:00 p.m. Members present: Ms. Melissa Baten Caswell, President Ms. Camille Townsend, Vice President Ms. Barbara Klausner Ms. Barb Mitchell Mr. Dana Tom Staff present: Dr. Kevin Skelly, Superintendent Mrs. Ginni Davis, Associate Superintendent Dr. Scott Bowers, Assistant Superintendent Dr. Robert Golton, Co Chief Business Official Mrs. Cathy Mak, Co Chief Business Official Closed Session The Board adjourned to closed session pursuant to Government Code 54957, for Employee Evaluation regarding the Superintendent; pursuant to Government Code 54957, for Employee Evaluation regarding Administrators, pursuant to Government Code 54957, for Liability Claims student vs. PAUSD and Gaona-Mendoza vs. PAUSD; pursuant to Government Code 54957.6, Conference with Labor Negotiator, Dr. Scott Bowers, regarding PAEA, CSEA, and Non- represented groups; pursuant to Government Code 54956 for Conference with Real Property Negotiators: Dr. Kevin Skelly, Dr. Robert Golton, Mrs. Cathy Mak, re: Cubberley; 4000 Middlefield Rd., Palo Alto, CA 94301 Approval of Agenda Order The Board reconvened in open session at 6:34 p.m. Baten Caswell announced the Board voted 5-0 to approve the liability claim for Qumer vs. PAUSD and voted 5-0 to reject the liability claims for student vs. PAUSD and Gaona-Mendoza vs. PAUSD in closed session. MOTION: It was moved by Townsend; seconded by Tom; and the motion carried 5-0 to approve the agenda order. Superintendent’s Report Board members gave appreciation to the student board representatives, Sophie Keller and Pierre Bourbonnais, and presented them with gifts. Skelly recognized Keller and Bourbonnais’ parents for their support. Keller and Bourbonnais thanked the Board for the opportunity to both learn and serve and unwrapped the books they received. Skelly introduced a new staff appointment to the District, Judy Argumedo as Coordinator of Academic Success. Argumedo thanked the District and staff for the opportunity. Consent Calendar MOTION: It was moved by Tom, seconded by Townsend, and the motion carried 5-0 to approve the consent calendar including the certificated and classified personnel actions, approval of warrants, approval of minutes, Uniform Complaint (Williams Settlement and Valenzuela/CAHSEE Lawsuit Settlement) Quarterly Report, PAMA Memorandum of Understanding, Establishment of Tax Rate for District Bonds for the 2011- 12 Fiscal Year, Renewal of Student Nutrition Services Consultant Contract for 2011-12, Budget Re- alignment for Strong Schools Bond and Building Projects Fund, Authorization to Issue Addendum No. 6 to AEDIS Architecture and Planning for Additional Services at J.L. Stanford Middle School, Annual Request to Submit an Application for Consolidated Categorical Aid, Ratification of Tentative Agreement with the Palo Alto Educators Association, Initial Negotiating Proposals Submitted by California Service Employees Association, Initial Proposals of the Board of Education for Negotiations with California Service Employees Association, Initial Negotiating Proposals Submitted by Palo Alto Educators Association, and Initial Proposals of the Board of Education for Negotiations with Palo Alto Educators Association. Information Recognition of Certificated and Classified Retirees for their Service to the District Jan Parker Substitute Award Bowers noted 601 years of service represented by the retirees. He mentioned that Judy Buttrell from Gunn also retired and was not included in the list. Board members appreciated the service of the many employees and encouraged continued sharing from alumni staff. Bowers shared the history of the award. John Parker presented Connie Daly with the award. Arthur Kinyanjui was Approved: 08.23.11 Regular Meeting June 28, 2011 Page 2 MINUTES FOR REGULAR MEETING OF JUNE 28, 2011 honored, but not present. Board members appreciated the service of the winners of the award and thanked John Parker for enabling the award to be given. Action Proposed Budget for 2011-12; Resolution 2010-11.18, Non Compliance with Balanced Budget Policy; Resolution 2010-11.19; Year-End Budget Transfer Authorization; Resolution 2010- 11.20, Budget Transfer of Funds for the Fiscal Year 2011-12; Resolution 2010-11.21, Interfund Borrowing Fiscal Year 2011-12; and Resolution 2010-11.22, Establish Fund Balance Policies as Required by GASB 54 Mak mentioned that the only change to the budget from the June 14, 2011 meeting is the inclusion of the state form and updates from the state budget, including $4 billion in new tax revenue anticipated. Mak presented a PowerPoint presentation including the following slides:  2011-12 State Budget Update  Details of New Budget Deal  Potential Impact of Mid Year Cuts to PAUSD  Next Steps Board questions included: which indicators can be followed regarding the budget between now and December; a status of the vote on the California state budget; steps required by the basic aid reserve policy; what to expect for the September update; and flexibility in the budget once property taxes are projected in September. Board comments included thanks for the high quality work by the Business Services staff and appreciation for transparency and desire for it to continue through regular budget updates. MOTION: It was moved by Tom; seconded by Mitchell; and the motion carried 5-0 to approve the Proposed Budget for 2011-12. MOTION: It was moved by Tom; seconded by Klausner; and the motion carried 5-0 to approve the following resolutions: Resolution 2010-11.18, Non Compliance with Balanced Budget Policy; Resolution 2010- 11.19; Year-End Budget Transfer Authorization; Resolution 2010-11.20, Budget Transfer of Funds for the Fiscal Year 2011-12; Resolution 2010-11.21, Interfund Borrowing Fiscal Year 2011-12; and Resolution 2010-11.22, Establish Fund Balance Policies as Required by GASB 54 Information Update on Focused Goals and District Initiatives Skelly presented a PowerPoint presentation on the following topics:  Mission  Strategic Plan Areas  2010-11 Academic Excellence and Learning  Select Board Updates and Actions  2010-11 Staff Recruitment and Development  PAUSD Key Senior Hires  2010-11 Budget Trends and Infrastructure  Select Board Updates and Actions  2010-11 Governance and Communication  Select Board Updates and Actions  DRAFT 2011-12 Major Themes & Values  Strategic Plan Goals  DRAFT 2011-12 Focused Goals  Timeline for Decision on 2011-12 Focused Goals Board member comments included: acknowledgment of the thousands of individual experiences that families have in the District; clarifications of the language used in the draft focused goals; appreciation for the superintendent’s work to stabilize the District, model its culture and values and bring out the best in staff; thanks to members of the public who attended the Board retreat; acknowledgment that the focused goals are terse in order to have senior staff elaborate; examples of how particular goals might be implemented; appreciation of Board members for their thoughts and feedback; encouragement of feedback from the community; their deep sense of responsibility to students; positive feedback on the timing of the Board retreat; the need to allocate appropriate resources when adding new goals/foci; and an explanation of the process for setting goals. Public Comments Ken Dauber thanked the Board and staff for their work on homework stress, counseling and the social-emotional health of students. He spoke about balancing academic with social-emotional needs, counseling disparities and a-g completion. This item will return as a discussion item at the August 23, 2011 regular board meeting. Action Certification and Adoption of Mathematics Book – Gunn High School MOTION: It was moved by Tom; seconded by Mitchell; and the motion carried 5-0 to certify and adopt Algebra 2, Common Core Edition. Board member comments included: thanking Kathy Hawes from Gunn for her contribution at the June 13, 2011 meeting; Approved: 08.23.11 Regular Meeting June 28, 2011 Page 3 MINUTES FOR REGULAR MEETING OF JUNE 28, 2011 appreciation for teacher input and a text with compelling online resources; and a request for information shared to be included in the Board report. Action Certification and Adoption of English Books – Gunn and Palo Alto High Schools Davis mentioned the enthusiasm and thorough presentation by staff about the books at the June 13, 2011 meeting. Board member comments included: thanking the teachers from Gunn and Paly for sharing the reasons for selecting the books; acknowledgement that reading for pleasure is an important developmental asset; an appreciation of diverse experiences represented by the books; and appreciation for Davis’ work as this was her last Board meeting before retirement. MOTION: It was moved by Tom; seconded by Townsend; and the motion carried 5-0 to certify and adopt And Then There Were None by Agatha Christie, Vocabulary From Latin and Greek Roots: A Study of Word Families by Elizabeth Osborne, The Blind Side by Michael Lewis and Interpreter of Maladies by Jumpha Lahiri. Open Forum No public comments were made. Discussion District Interests Regarding Potential Sale of Cubberley Golton mentioned the relative prosperity of both Palo Alto and Santa Clara County in support of population growth projections. He said that growth is highest among elementary age students. He presented PowerPoint slides on the following topics:  Plan for Elementary (K-5) Growth  Plan for Middle and High School Growth  Maps of the Cubberley Property  City Council Motion (DRAFT) Skelly shared items from the City report on the topic, notes from meetings held on possible uses of Cubberley and a letter he wrote to the City Manager. He said his concerns were enrollment growth and how Foothill-De Anza would coexist with future PAUSD uses of the Cubberley site. Public Comments Erin Mershon encouraged class sizes to be kept at current levels and that Cubberley be part of the District’s enrollment growth planning. Susie Richardson encouraged the City, District and Foothill-De Anza to work together to create a new state-of-the-art educational center. Ken Horowitz spoke about Foothill’s alternative programs that can meet the needs of district students and encouraged a view of education in Palo Alto that includes post-secondary programs. Claire Kirner asked what the District will do to accommodate enrollment growth. Penny Ellson said that purchase of Cubberley by Foothill will affect the District’s control and flexibility regarding the site. She encouraged a long-term District-wide plan for growth and open communication regarding priorities for the site. Carolyn Tucher asked the District to clarify its intentions for the Cubberley property and encouraged the District retain it for use of future students. Diane Reklis described the history of the District in terms of prosperity and school properties. She encouraged a committee form to address the issue. Mike Cobb said that the Cubberley site can accommodate only two of the three interests: Foothill, community services and elementary-secondary students. He encouraged the District to exert its right of first refusal. Lanie Wheeler encouraged the District to exert its right of first refusal as quickly as possible. Board member questions included: how demographers made specific projections; whether demographers take new housing developments into account; the acreage of current high school properties; how Foothill-De Anza would use District property to accommodate its parking needs; what synergies have been identified between Foothill-De Anza and the City; how will Foothill-De Anza coexist with PAUSD needs; what decision the City has made regarding selling its portion of the Cubberley property and its timeline for decision-making; and what planning horizon the City is using in making its decision. MOTION: It was moved by Mitchell; seconded by Tom; and the motion carried 5-0 to extend the meeting to 11:00 p.m. Board member comments included: thanking members of the public for speaking on the topic; the importance and irrevocability of the decision; a description of the history that led to the current situation; noting projections that school capacity will be exhausted in 2022; a negative view of selling public lands in Palo Alto; desire to work together with the City; noting that current students’ and future generations of students’ interests come first; noting that enrollment growth in the District continues despite negative economic conditions; noting the scarcity of available land; noting that the City’s discussion of Cubberley was thoughtful; noting the importance of the Cubberley property to the community’s connectedness; noting the differences between the K-12 student population and college/adult-age students; noting the greater need for school space in the South cluster; a lack of support for selling Cubberley; the potential for working together as a way to yield better results for the City and District; the lack of space at Cubberley if the City sells its property to accommodate a full size high school; the District mandate to provide a free public education for children in grades K-12; noting that current high schools are being expanded to their full capacities; a need to be transparent about school and City Approved: 08.23.11 Regular Meeting June 28, 2011 Page 4 MINUTES FOR REGULAR MEETING OF JUNE 28, 2011 economic needs; a desire to send a message that the District needs the entire Cubberley property on a rolling basis; support for a motion to oppose the sale of the City portion of Cubberley unless a solution regarding future need for space can be found; and a need for planning to reflect District values regarding school/space design. MOTION: It was moved by Klausner; seconded by Tom; and the motion carried 5-0 to waive the two-meeting rule. MOTION: It was moved by Mitchell; seconded by Tom; and the motion carried 5-0 in support of the following statements: (1) We believe that future Palo Alto residents and PAUSD trustees will need the 35-acre contiguous Cubberley site to provide high quality and comparable K-12 educational services to all students in all neighborhoods. (2) We also believe that working together with the City of Palo Alto to define and address our joint Cubberley interests will produce effective and mutually beneficial decisions for the residents we serve. Bruce Swenson from Foothill-De Anza thanked the board for their open discussion and welcomed continued good communication. Discussion 2010 Parcel Tax Expenditure Plan Mak said that independent, citizen oversight is required to monitor the Parcel Tax Expenditure Plan. She said that an independent auditor confirmed all the data in the plan and explained the process going forward. This item will return as an action item on August 23, 2011. Board comments included appreciation for the clarity and transparency of the item. Action Duveneck Schematic Design, Budget Approval, Architect Contract, CEQA and Authorization to Proceed Board member comments included: desire for flexibility regarding changes to plans at a later date; a readiness to move forward on Duveneck; noting further needs at Garland and other sites; a need to address earthquake risk at Duveneck; noting that Duveneck’s site growth and current facilities do not meet District values regarding comparability of student experience; need for investment in common facilities (such as the library) given the tremendous student growth at the site; insufficient justification for the prioritization of the Duveneck project over the Hoover project; the effect that bringing Garland back into the District has on the decision given that it is located in the same cluster as Duveneck; concern about the size of the budget for the project given a possible need to make a future site acquisition; a desire to use Garland as something other than a neighborhood school since capacity will be increased nearby; and a discomfort with the inherent level of risk in making this decision. MOTION: It was moved by Townsend; seconded by Klausner; and the motion carried 5-0 to extend the meeting to 11:30 p.m. MOTION: It was moved by Townsend; seconded by Tom; and the motion carried 3-2 (with Klausner and Mitchell voting no) to: 1. Approve the schematic design for Duveneck Elementary School and authorize staff to proceed to the design development phase for this project. 2. Approve a new project budget for Duveneck Elementary School in the amount of $11,088,757, funded in the amounts shown in Table 1 from the Elementary Reserve and Elementary Classroom Improvements project funds. 3. Approve Addendum No. 11 to Gelfand Partners to provide design services for the Duveneck Elementary School expansion project and deduct for Elementary Classroom Improvements project for a net amount of $512,847. 4. Authorize staff to file a Notice of Exemption for the Duveneck Elementary School project. 5. Approve a contract with OCMI in an amount not to exceed $618,695 to perform project and construction management services for the Duveneck Elementary School project. Action Authorization to Bid Six Modular Building Installations at Jordan Middle School Board member questions included: does capacity increase at Jordan through use of the modulars and what are the benefits of leasing versus buying modulars. MOTION: It was moved by Mitchell; seconded by Tom; and the motion carried 5-0 to authorize staff to solicit bids for the modular building installations at Jordan Middle School. Discussion Authorization to Bid Strong Schools Bond Projects for Jordan and Terman Middle Schools This item will return on the consent calendar for the July 19, 2011 Board meeting. MOTION: It was moved by Townsend; seconded by Klausner; and the motion carried 5-0 to extend the meeting to 11:45 p.m. Discussion Authorization to Bid for Palo Alto High School Stadium Field This item will return on the consent calendar for the July 19, 2011 Board meeting. Board member questions included: is this the first design-built project at PAUSD and clarification for how the bleachers will be bid and approved. Approved: 08.23.11 Regular Meeting June 28, 2011 Page 5 MINUTES FOR REGULAR MEETING OF JUNE 28, 2011 Action Creation of Los Altos Hills Town Council (LAHTC) / PAUSD Liaison Committee and Nomination of Representative MOTION: It was moved by Townsend; seconded by Mitchell; and the motion carried 5-0 to create the Los Altos Hills Town Council (LAHTC) / PAUSD Liaison Committee and nominate Barbara Klausner as representative for the 2011 calendar year. Action 2011-12 Board of Education Assignments to Schools and Programs One change was made from the original Board enclosure. Barbara Klausner is assigned to Jordan Middle School. MOTION: It was moved by Townsend; seconded by Klausner; and the motion carried 5-0 to approve the Assignment of Board Members to Schools, Special Programs and Parent Groups. Action Appointment of Chief Business Officer MOTION: It was moved by Townsend; seconded by Klausner; and the motion carried 5-0 to approve the contract for Cathy Mak, effective July 1, 2011. Bowers said that Mak shares her CBO title with Bob Golton and is supported by Fiscal Manager, Yancy Hawkins. However, Skelly said that Golton’s title may change from Co-CBO at end of his two-year contract. Action Extension of the Superintendent’s Employment Contract Bowers said that all terms within the contract remain the same. Board members expressed their appreciation for Dr. Skelly’s work. MOTION: It was moved by Mitchell; seconded by Townsend; and the motion carried 5-0 to approve the amendment to the Superintendent’s Employment Contract to extend the term of the contract to June 30, 2015. Board Members’ Reports Mitchell said that she will send the most recent minutes for the Rail Corridor Task Force committee; the July meeting was cancelled. Skelly recommended Board meetings on July 12 and 19 to begin construction projects during the summer while students are not on campus. Board members will send their availability to staff. Klausner asked for notes from the year-end Project Safety Net meeting to be shared. Adjournment The meeting was adjourned at 11:45 p.m. ________________________________ Secretary to the Board PAUSD Minutes 9/4/2012 Approved: 09.18.12 Regular Meeting September 4, 2012 Page 1 BOARD OF EDUCATION PALO ALTO UNIFIED SCHOOL DISTRICT Complete video recordings of most Board Meetings are available at 25 Churchill Avenue. Meetings are also available on demand at http://www.communitymediacenter.net/watch/pausd_webcast/PAUSDondemand.html MINUTES FOR REGULAR MEETING OF SEPTEMBER 4, 2012 Call to Order The Board of Education of Palo Alto Unified School District held a Regular Meeting in the Board Room at 25 Churchill Avenue, Palo Alto, California. Townsend, President, called the meeting to order at 6:33 p.m. Members present: Ms. Camille Townsend, President Mr. Dana Tom, Vice President Ms. Melissa Baten Caswell—arrived at 8:15 p.m. Ms. Barbara Klausner Ms. Barb Mitchell Staff present: Dr. Kevin Skelly, Superintendent Dr. Charles Young, Associate Superintendent Dr. Scott Bowers, Assistant Superintendent Dr. Robert Golton, Bond Program Manager Mrs. Cathy Mak, Chief Business Official Approval of Agenda Order Townsend announced the Board took two actions, 5-0 to place a classified employee on the 39-month reemployment list and 5-0 to place a certificated employee on the 39–month reemployment list. MOTION: It was moved by Mitchell, seconded by Klausner, and the motion carried 5-0 to approve the agenda order. Superintendent’s Report Student Board Reports Superintendent’s Report Continued Skelly noted Gunn High School junior Cadence Lee’s myriad wrestling accomplishments and Gunn High School Director of Bands Todd Summer’s election as President of the California Music Educators Association Bay Section. Skelly introduced Wendy Goodridge as new Mental Health Supervisor for the district. Goodridge spoke about changes to how mental health services are delivered to students and challenges. Board members welcomed Goodridge to the district. Villanueva spoke about freshman elections, Club Day on September 14, and introduced Paly ASB officers. Jessica Tam, Paly ASB President, spoke about the annual theme of integration and inclusion. Villanueva also spoke about back-to- school night, longer library hours, Crucible auditions and sports scrimmages. Dubey spoke about varsity football and volleyball success, back-to-school night, the back-to-school dance, the homecoming theme “California Dreaming,” and library hours. Skelly said he hoped to have the enrollment update at the September 18 Board meeting. He mentioned the upcoming Paly- Gunn little “Big Game” on September 21. Townsend mentioned how the Palo Alto Black and White Ball will support District activities. Consent Calendar MOTION: It was moved by Mitchell; seconded by Klausner; and the motion carried 5-0 to approve the consent calendar including the classified and certificated personnel actions, approval of minutes, and Appointment of Three Members to the Citizens’ Oversight Committee for the Strong Schools Bond. Discussion 2011-12 Ending Balance and Budget Update for 2012-13; Resolution #2012-13.05: Adoption of Appropriation Limits for 2011-12 and 2012-13 Mak made a PowerPoint presentation including the following slides: - Budget Development/Financial Reporting Calendar for the 2012-13 & 2013-14 Budget - Summary - 2011-12 Ending Fund Balance - Property Tax Close Out for 2011-12 - Property Tax Current Year 2012-13 - Property Tax Growth - Revenue Trends – Per Student Funding - Change In Property Tax Revenue Amount and Percentage - Change In Enrollment # of Students and Percentage - Change In Property Tax Revenue Per Student Approved: 09.18.12 Regular Meeting September 4, 2012 Page 2 MINUTES FOR REGULAR MEETING OF SEPTEMBER 4, 2012 - Amount and Percentage - Downside Risk - Upside Potential - Tax Initiatives – November Election - Managing Employment Related Liabilities - Pension Reform Board member questions and comments included: whether growth was better or worse than projected; whether bond issues will benefit from higher assessed values; noting the District’s ability to weather financial difficulties; clarification on total funding, including that is allocated by school sites versus by the central district office; how much money is controlled by the district centrally; how much discretionary spending is available; clarification on the guidelines for a Basic Aid district for its reserve; noting local property tax growth and potential loss of State funding; noting the impact of PiE funding; noting crowding in classrooms; and praise for the work of Mak and her staff. Student Board members commented on the magnitude of the budget problem and asked whether students would feel the effect of an approximately $450 cut per student. Mak commented on how the District aims to keep cuts out of the classrooms as much as possible. This item will return for action at the September 18, 2012 regular meeting. Action Resolution 2012-13.04 to Support Propositions 30 and 38 A Board member clarified why she was abstaining and encouraged voters to research the two measures. Other Board members gave support for the measure as they saw no better alternative to fund schools in the short term. MOTION: It was moved by Tom; seconded by Klausner; and the motion carried 3-0 with one abstention (Mitchell) and one Board member absent (Baten Caswell) to adopt Resolution 2012-13.04 to Support Propositions 30 and 38. Action Direction for Cubberley Community Advisory Committee (CCAC) / Policy Advisory Committee (CPAC) Work and Request for Authorization to Begin Preliminary Work on Exploration of Fourth Middle School Site Skelly recommended simpler language proposed to clarify the work of the Cubberley Community Advisory Committee (CCAC) and presented the following slides: - PAUSD Interests - Suggested simpler language for PAUSD Interests - Direction from the Board to the CPAC and the CCAC - Seven alternative questions - Additional Request to the Board – Regarding a Fourth Middle School Site Board member questions and comments included appreciation for the questions posed to the CCAC and rewording/clarification around some of the questions. Public Comments Wynn Hausser encouraged active engagement between the school district and the City on the preservation of Cubberley as a community resource. Mandy Lowell shared discussion and questions from the last CCAC meeting. Further Board member questions and comments included: uncertainty around whether the District would scrape the current Cubberley buildings and completely rebuild in the future; desire for all buildings to be DSA compliant to have maximum flexibility for the future; desire for questions to be broad and non-direct for the CAC; desire for a scenario that reflects the common interests of the City Council and the School District; and a request for further clarification on the City’s collective interests. Skelly said he thought that the facilities at Cubberley have some life left in them. He said that he would provide the information to the CAC at their meeting the next evening. MOTION: It was moved by Mitchell; seconded by Baten Caswell; and the motion carried 5-0 to affirm the PAUSD interests and Direction from the Board to the CPAC and CCAC as noted below and to authorize staff to explore potential sites for a fourth middle school other than the Cubberley site and engage services to support this effort. PAUSD Interests  In the near term, the District has an interest to renew the lease for an additional five year period when it expires on December 31, 2014.  In the long term, the District wishes to preserve its option to reopen Cubberley for a future school or schools. Approved: 09.18.12 Regular Meeting September 4, 2012 Page 3 MINUTES FOR REGULAR MEETING OF SEPTEMBER 4, 2012 Questions to Guide the work of the CCAC 1. What are the current community uses? 2. What are the desired combined/shared uses if Cubberley is to serve as both a school site and a community resource? 3. What criteria should be used to prioritize uses? 4. What criteria should be used to determine site/use capacity? 5. What are infrastructure maintenance priorities at Cubberley? 6. What are the options for funding these infrastructure maintenance priorities? 7. What lease renewal alternatives match the interests of the City and PAUSD? Action Annual Focused Goals and District Initiatives Skelly described work on the item since the last meeting. Young and Skelly made a PowerPoint presentation including the following slides: - Goal Setting Framework - Focus Goal #1 - Goal A1 Outcomes - Goal A1 Activities - Focus Goal #2 - Goal A2 Outcomes - Goal A2 Activities - Focus Goal #3 - Goal A3 Outcomes - Goal A3 Activities - Focus Goal #4 - Goal A4 Outcomes - Goal A4 Activities - Focus Goal #5 - Goal A5 Outcomes - Goal A5 Activities - Budget Trends and Infrastructure - Governance and Communication Public Comments Wynn Hausser gave feedback on the goals involving homework and guidance at Gunn and asked that overlapping project/test deadline reduction and Schoology adoption be added to the focused goals. Rajiv Bhateja asked that homework and grade data from teachers be made available online and that adoption of Schoology or a similar tool be made a condition of employment in the District. Kathy Sharp made suggestions regarding metrics and baseline service delivery methods for the guidance annual focused goal. Ken Dauber gave feedback on the goal involving guidance and asked that reducing overlapping project/test deadlines and adoption of Schoology be focused goals for the year. Skelly said that test/project deadlines and Schoology were not good topics for this year’s focused goals, but would be addressed in other ways. He also asked the Board to avoid prescribing grade weightings for homework or specific ways in which late homework should be addressed. He said a better approach for the District is to find ways to reduce the number of D and F grades. He said the District is confident that it can achieve comparability on the delivery of guidance/counseling services at the two high schools. Board member questions and comments included: appreciation for staff work; desire for more information about Schoology and noting some of its problems; opposition to a District-level directive on homework weighting; desire for plans to address obstacles to students completing the A-G requirements once they are identified; praise for Schoology as a tool to help implement the Homework policy; desire for an implementation date for Goal A3; desire for a numerical goal for A4; a need for a baseline and way of measuring improvements to Board productivity; desire to hear about changes at SPSAs from each school on how stress has been reduced; a better description of Schoology; desire to assure the community that Gunn is having an opportunity to make changes to its guidance system; praise for the improved version of the District’s goals documentation; desire to have a Board policy on counseling to guide work; and desire to improve satisfaction with guidance. Student Board members asked for clarification on the goal about guidance/counseling at the high schools (Goal A3). Skelly said a presentation on Schoology will be made at an upcoming Board meeting. He noted that the new graduation requirements do not begin until 2016. He reworded the A3 goal on counseling and said that the BPRC will examine the current counseling policy. Approved: 09.18.12 Regular Meeting September 4, 2012 Page 4 MINUTES FOR REGULAR MEETING OF SEPTEMBER 4, 2012 MOTION: It was moved by Baten Caswell; seconded by Tom; and the motion carried 5-0 to extend the meeting to 11:30 p.m. Further Board member comments included: desire to clarify that outcomes are measured by satisfaction with service levels; desire to use accuracy of time estimations for Board meetings to determine success; noting that Board meeting time is a limited resource; and clarification that lowering Ds and Fs is not grade inflation. Skelly confirmed the following changes to the text of the Annual Focused Goals and Outcomes, Activities and Owners documents: - Change Goal A3 to “Create a plan to improve guidance programs at both high schools to assure comparable high quality services and outcomes for the 2013-14 school year, while implementing improvements this school year.” - Add “quality” to Goal A3 outcome to read: “Report comparable and higher quality services and outcomes in 2013 Strategic Plan survey re: counseling services at high schools.” - Add “by at least three percent” to Goal A4 Outcome to read: “Report higher results of social-emotional-physical health and connectedness in Strategic Plan survey results and latest CHKS data by at least three percent.” - Cut “Develop policies and processes to” from Goal C1 to read: “Anchor strategic priorities in annual budget development planning.” MOTION: It was moved by Baten Caswell; seconded by Klausner; and the motion carried 5-0 to adopt the 2012-2013 Annual Focused Goals as amended. Open Forum Ken Dauber shared concerns of working parents to attend meetings regarding improving guidance at Gunn. He asked that parents from feeder schools be included and more of them involved. Srinivasan Subramanian asked for a greater focus on the quality of teaching in the District’s goals. Information Summary of Progress on Strategic Plan Goals 1, 2 and 3 Wilmot made a PowerPoint presentation including the following slides: - Agenda - Summary Points: CST Scores 2008 to 2012 - Strategic Plan Goal 1: On Grade Level - Goal 1: On Grade Level Definition - Goal 1: ELA On Grade Level - More students moving to Advanced ELA Proficiency (3rd-8th grade) - Has there been growth in meeting Goal 1: ELA Proficiency across subgroups? - Closing the Achievement Gap: ELA Proficiency, 2008 to 2012 - Closing the Opportunity Gap: ELA Proficiency, 2008 to 2012 - Goal 1: Math on Grade Level (3rd-8th grade) - Understanding the context: Algebra 1 Data - Goal 1: Math on Grade Level (3rd-7th grade) - More students moving to Advanced Math Proficiency (3rd-7th grade) - Has there been growth in meeting Goal 1: Math Proficiency across subgroups? - Closing the Achievement Gap: Math Proficiency, 2008 to 2012 - Closing the Opportunity Gap: Math Proficiency, 2008 to 2012 - Strategic Plan Goal 2 –Year’s Progress - Goal 2: Year’s Progress Definition - Goal 2: Year’s Progress From 2011 to 2012 Grades 3‐8 in ELA - Goal 2: Year’s Progress in ELA - Has there been growth in meeting Goal 2: Year’s Progress in ELA across subgroups? - Closing the Achievement Gap: Year’s Progress in ELA, 2008 to 2012 - Closing the Opportunity Gap: Year’s Progress in ELA, 2008 to 2012 - Goal 2: Year’s Progress From 2011 to 2012 Grades 3‐8 in Math - Goal 2: Year’s Progress in Math (without 8th Graders) - Has there been growth in meeting Goal 2: Year’s Progress in Math across subgroups? - Closing the Achievement Gap: Year’s Progress in Math, 2008 to 2012 - Closing the Opportunity Gap: Year’s Progress in Math, 2008 to 2012 - Goal 2: Year’s Progress in Math - Goal 2: Year’s Progress Definition - Strategic Plan Goal 3: Reduce Not Yet Proficient - Goal 3: Reduce Not Yet Proficient Definition - Goal 3: Not Yet Proficient in ELA - Has there been growth in meeting Goal 3: Reducing NYP in ELA across subgroups? - Closing the Achievement Gap: Reducing NYP in ELA, 2008 to 2012 Approved: 09.18.12 Regular Meeting September 4, 2012 Page 5 MINUTES FOR REGULAR MEETING OF SEPTEMBER 4, 2012 - Closing the Opportunity Gap: Reducing NYP in ELA, 2008 to 2012 - Goal 3: Not Yet Proficient in Math - Goal 3: Not Yet Proficient in Math (without 8th graders) - Has there been growth in meeting Goal 3: Reducing NYP in Math across subgroups? - Closing the Achievement Gap: Reducing NYP in Math, 2008 to 2012 - Closing the Opportunity Gap: Reducing NYP in Math, 2008 to 2012 - Summary Points Public Comment Ken Dauber said it would be useful to look at certain data in light of race. He complimented Wilmot for her work. Susan Usman noted how positive the data was and congratulated District staff for reducing the achievement gap. Sara Woodham expressed concern about a drop off in African American students taking the CST tests and asked that the base year for comparing data be changed. Skelly gave a possible explanation for why fewer African American students were taking the CSTs. He noted that the 3rd grade test is very difficult. Skelly said that the DRA is used for helping with learning, not to assess learning. Wilmot said with the new Common Core Standards, proficiency beyond grade level will be better measured. She also noted SPSAs will be significantly changed this year. MOTION: It was moved by Klausner; seconded by Baten Caswell; and the motion carried 5-0 to extend the meeting to 11:50 p.m. Board member questions/comments included: desire for more information on students that moved from advanced to proficient in terms of patterns; interest in programmatic implications of the testing numbers; whether students go on to take Algebra 1 in high school and can their progress be tracked; how the data can be further disaggregated; which students would like to be targeted by teachers; praise for Wilmot, teachers and all staff that work with students; and a request to remove “noise” in the data. MOTION: It was moved by Klausner; seconded by Baten Caswell; and the motion carried 5-0 to extend the meeting to 12:00 a.m. Discussion Variable Term Waiver for Library Media Teacher This item will return on the consent calendar at the September 18, 2012 regular meeting. Discussion Renewal of Student Teaching and Intern Agreements This item will return on the consent calendar at the September 18, 2012 regular meeting. Board Operations/Members’ Reports The upcoming Board Policy Review Committee meeting was noted. Klausner and Baten Caswell attended the Regional Housing Mandate Committee meeting and said they would share information with the Board. Adjournment The meeting was adjourned at 12:00 a.m. ________________________________ Secretary to the Board CCAC Forum #2 Power Point Presentations 1/24/2013 3/6/2013 1 School Needs Subcommittee Conclusions: 1.District is unlikely/unable to give rights for more than 10 years, 2.We agree with that position. Will enrollment growth really require Cubberley lands? •Demographics •Palo Alto - new housing units? •Education / technology options •Other lands owned by District 3/6/2013 2 December, 2012 Demographers Report December, 2012 Demographers Report 3/6/2013 3 Demographics •Geographic dispersion •ABAG •Long term growth rate - 2%? 3000 3500 4000 4500 5000 5500 6000 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 1.50%2%2.50% 4600 H.S. capacity 4295 in 2018 Education / technology options •Virtual classrooms •Extended hours •Extended months Maybe - but not now 3/6/2013 4 Other locations? Yes but nowhere near the room for an additional high school. Sell Cubberley to City and buy elsewhere? 3/6/2013 5 And about the 8 acres, …. And about maintenance, … School Needs Subcommittee Conclusions: 1.District is unlikely/unable to give rights for more than 10 years, 2.District credibly believes it will need 35 acres for academic use. 3/6/2013 1 Cubberley Community Center “Let’s take a closer look….” A Report of the Community Needs Subcommittee January 24, 2012 2 Background Cubberley Master Plan – 1991 Neighborhood Concept –clusters of related programs  and services: 1. Education – Preschool through Adults 2. Indoor Sports and Health 3. Outdoor Sports 4. Artists in Residence 5. Music & Theater 6. Dance 7. Hourly Rental Space 3/6/2013 2 3 Education Good Neighbor Montessori The Children’s Pre‐School Center Acme Education Group Bay Area Arabic School Dutch School Silicon Valley Hua Kuang Chinese Reading Room Middlefield Campus/Foothill College Museo Italo Americano Kumon Math and Reading 4 3/6/2013 3 5 Education Participation –Enrollment in these programs, which  includes Foothill College, brings almost 4,400 students  to the Cubberley campus annually, (70% residency ‐ Excluding Foothill College). Community Benefits – Excellent early child care and education is part of the  infrastructure of any vibrant city Value Lifelong Learning Language instruction  Cultural exchange Complements public schools 6 Indoor Sports and Health •Traditional Wushu •Cardiac Therapy Assoc. •Adult Volleyball •Youth –Sports Camps •YMCA Basketball •Palo Alto Midnight basketball •National Junior Basketball •SSC Futsal •SVK Self Defense •Tri City Youth Group •Cheuk Fung Yi Chuang •Futsal – (indoor soccer) •Martial Arts •Stroke  •Aerobics •REACH: A Program For  Post‐Stroke •101 Basketball •Bay Area 3 on 3 •Special Olympics •Palo Alto Elite Volleyball  •Senior Table Tennis Club •Belly Rumba with Sol 3/6/2013 4 7 8 Indoor Sports and Health Participation –Indoor gym space and health fitness is reserved by multiple organizations and groups serving all ages; 1,800‐ 2000 participants. Residency varies. Community Benefits – Wide variety of Recreational activities Exercise, health  Wellbeing, social outlet Special needs 3/6/2013 5 9 Outdoor Sports Fields: •Palo Alto AYSO •Palo Alto Soccer Club •Stanford Soccer Club •Silicon Valley Adult Sports •Palo Alto Adult Soccer Club •Palo Alto Girls Softball •League tournaments •Drop‐in public Use Tennis: •Gunn High School  •Castilleja School  •Girls Middle School •USTA Leagues •Palo Alto Tennis Club •Drop‐in public Use 10 3/6/2013 6 11 Outdoor Sports Participation –Organized field users account for  approximately 7,000 participants a year (although not  all play occurs at Cubberley fields). Play occurs 7 days  a week for most of the year. Residency is estimated to  be 70%+. Community Benefits – Opportunity to participate in team sports Chance for youth and adults to develop their  athletic skills Physical fitness and health Social outlet 12 Visual Arts / Artists in Residence (22) L. ANDERSON I. INFANTE L.BOUCHARD S. INGLE U. DELARIOS S. KISER K. EDWARDS M.LETTIERI M. FLETCHER A. McMILLAN P. FOLEY J. NELSON-GAL L. GASS M. PAUKER M.GAVISH N. RAGGIO B. GUNTHER C. SULLIVAN P.HANNAWAY N. WHITE A. HIBBS - vacated C. VALASQUEZ 3/6/2013 7 13 14 Artists in Residence Participation –22 Artists occupy 17 studio spaces  (50% residents). Artists who teach classes in their  studios average 20‐30 students per quarter (65%  residency); visitors to the annual Open Studios events  vary; average 500 visitors per studio per year. Community Benefits – –The Program is intended to establish a community of  visual artists who support, collaborate, and exchange  ideas with one another and the community. 3/6/2013 8 15 Music & Theater •El Camino Youth Symphony •Palo Alto Chamber Orchestra •Palo Alto Philharmonic •Peninsula Piano School •Peninsula Women’s Chorus •Bats Improv •Peninsula Youth Theater •Jayendra Kalakendra •Shiva Murugan Temple •Nuber Folk Dance •Shri Krupa •Sankalpa Dance Foundation •Vaidica Vidhya Ganapathi Center •Heritage Music Festivals 16 3/6/2013 9 17 Music & Theater Participation –These programs show enrollment of  500 or more students/participants at any given time  (residency 45%). Approximately 100 theater events,  audience participation 20,000+ annually.  Community Benefits – A majority of these programs are targeted at youth These programs complement music and theater  opportunities available within the school settings. 18 Performing Arts - Dance Dance Connection Dance Kaiso/Wilfred Mark Dance Visions Friday Night Dancers Guru Shadha Raices de Mexico Ballet Folklorico Saturday Night Ballroom Dancing The Red Thistle Dancers Zohar Dance Company & Studio 3/6/2013 10 19 20 Performing Arts - Dance Participation – The dance studios currently serve 1,650 students (70% are residents); and the combined Friday and Saturday night ballroom dancing groups serve between 200 and 300 dancers per week (residency unknown). Community Benefits – High level and diverse dance training and performance opportunities for youth and adults. Cultural enrichment and awareness through instruction and performance of ethnic dance disciplines Sense of community, belonging and social anchor 3/6/2013 11 21 Hourly Rental Space/Users •Neighbors Abroad •Youth Community Services •Liga Hispano Americano De Futbol - meetings •Palentir Technologies – gym use •International School of the Peninsula – gym use •Grossman Academy Training •Gideon Hausner – Jewish Day School – gym use •Waldorf School of the Peninsula – theater rental •Home Owner Association •Vineyard - Faith •Christ Temple Church - Faith •Palo Alto Soccer Club - meetings •Common Wealth Club - meetings •Palo Alto Girls Softball - meetings •Whole Foods Market - meetings •Palo Alto Housing Corporation •Pre-school Family •Bay Area Amphibian and Reptile Society - meetings •SCC Registrar Voters •SCV Audubon Society - meetings •National MS Society - meetings •Palo Alto Menlo Park Mothers Club –meetings •Earth Day Film Festival – theater 22 3/6/2013 12 23 Conclusions Participation/Visitors –Estimate 450‐600k annually Use of space –6am to 10pm Residency ‐Over 50% of people that use Cubberley appear to be residents, the number varies by program or service. Community Benefits –A vibrant thriving community  center that is meeting social, cultural, health and  educational needs to thousands of people. If Cubberley were not available – 25% of current tenants  would no longer be in operation. Most would relocate out  of Palo Alto due to lack of alternative or affordable space. 24 Employers demand good schools for children Future doctors, lawyers, scientists, and poets  deserve best schools possible Long history of top schools in Palo Alto Property values Community Needs Strong Schools 3/6/2013 13 25 Support for schools is high – school taxes pass  handily, volunteers flood classrooms Student learning depends on: Opportunities in the classrooms and out Strong healthy bodies and minds Connectedness to others (all ages, cultures, and  interests) Schools Need Strong Community 26 Offer a multi‐cultural learning environment.  Support social, emotional and physical health  for all ages and all abilities.   Provide flexibility for the ever changing needs  of the School District and Palo Alto. The Vision for Cubberley 3/6/2013 14 27 Cubberley is a unique community center  serving all of Palo Alto.  It is not just a  temporary use of unwanted space but rather  is an essential part of the fabric of city. The Current Reality 28 This ownership represents a guarantee to our  citizens that community services can  continue. City Owns 8 of 35 acres here 3/6/2013 15 0  0  0  0  0  0  0  2000 2010 Palo Alto Population by Age and Year <5 5‐17 18‐54 55+ 0  0  0  0  0  0  0  2000 2010 Palo Alto Population by Age and Year <5 5‐17 18‐54 55+ 30 Our community is becoming more diverse.  Festivals, music, art, and recreation all provide  opportunities for our community members to  thrive while getting to know each other  better. Increasing Diversity 3/6/2013 16 31 We can preserve and expand on what we  have at Cubberley and still have space for a  modern school when the district is ready to  open one at this site. We can do both if we have the political will to  work together to come up with creative  solutions that will serve us now and into the  future. We don’t have to choose 32 If we had to, we could construct buildings on  8 acres with same number of square feet as  on entire site today and provide parking. Everyone would be better off if school district  and city come together to plan exciting  efficient space that meets vision for today and  into the future. Fallback alternative 3/6/2013 17 33 Synergy between community center providers  and the district would enhance programs. Shared facilities save costly resources. A joint City/PAUSD vision will attract future  funding more effectively than separate  projects. Benefits if PAUSD and City Share 34 The loss of Cubberley to everyone besides  students is unthinkable: Business and residential growth prohibit relocation  of a cohesive community center –this is the LAST  large space in town! Cost to PAUSD of buying back the City’s 8 acres is  high and will increase. Without a plan, buildings will consume scarce  resources to maintain the status quo rather  than to serve our current and future needs. Costs if We Fail to Act Together 3/6/2013 18 35 We can preserve programs and expand  services for future City and School District  needs.   A more efficient site layout would allow space  for all of the current community center  activities plus meeting potential school needs.  We can and we must work together to  achieve this goal. The Good News 36 Community Needs Sub-Committee Thank you! 3/6/2013 1 The Last 35 Acres Planning Cubberley’s Future City’s 8 acres Cubberley “As  Is” 3/6/2013 2 Community Needs •Excellent k‐12 Schools with capacity for  increased enrollment. •Maintain or increase valued community  service facilities for growing and changing  population. •Additional playing field space. Preserve Cubberley “As ‐Is” for PAUSD •Costs: –$2.21million annual expenses  –$330,000 current annual maintenance –$18.8million planned CIP & deferred maintenance through  2036 –Unknown cost of renovating for eventual PAUSD use. 3/6/2013 3 Options Over Time ‐Opportunity Costs of Long  Term  Preservation “As‐Is”  When PAUSD moves back in: •Playing fields closed for most community use.  •Cubberley services and programs closed. •Purchasing new real estate for community services in  alternate locations is already cost prohibitive. •Alternate site options for community facility  development and fields reduce over time. •The longer we wait, the more options we lose. The Last 35 Acres Planning Cubberley’s Future City’s 8 acres 3/6/2013 4 3/6/2013 5 3/6/2013 6 3/6/2013 7 3/6/2013 8 3/6/2013 9 3/6/2013 10 Co‐locate Community & PAUSD  Uses •Optimize use of prime public land that is ideally located  for community members served by both CPA and PAUSD. •Improve PAUSD and CPA flexibility to respond to the  “enrollment roller coaster.” •Provide certainty of future use by the city‐‐justifying CPA  investment in the aging facility. •Provide space for 9‐12 education, community services,  and playing field facility needs of a growing population. •Maximize potential for cost efficiencies through synergies  of shared or co‐located facilities. 3/6/2013 11 Key Community Need Partnership commitment by PAUSD & CPA  (MOU) to work cooperatively to identify a  future co‐located or shared use of Cubberley  that best serves the community. ‐A 21st century school facility ‐Community facility and playing field space  adequate to meet need ‐Commitment to Developmental Assets reflected in  CPA & PAUSD policy and major facility decisions. Possible Next Steps •Short Term Lease Agreement:   –Provide short‐term revenue stream for PAUSD –Provide incentives, schedule, and specific tasks  for phased  planning. –Provide shared maintenance during planning period. •5‐year Phased Planning should include: –Comprehensive, quantitative study of community service,  playing field, and PAUSD needs to inform building design  program.  •Quantify the demand for and supply of services in PA and nearby  communities. •Study joint use opportunities –Building Program/Design/Public Outreach 3/6/2013 1 CCAC Finance Subcommittee Report for Public Forum January 24, 2013 Overview of Tasks •Provided the Committee with a series of  reports –Financial conditions –Financing options –Governance issues 3/6/2013 2 Report #1 •Financial analysis of the current financial  condition of both PAUSD  and the City of Palo  Alto –Provided general overview –Provided specifics as relates to the finances  surrounding Cubberley:  costs to manage,  maintain, capital expenditures required Report #2 •A primer on the current Lease and Covenant  Not to Develop –Outlined the three major components of the  current document –Provided the Committee with options for its  extension/modification 3/6/2013 3 Report #3 •Funding options –Provided the committee with possible options to  finance the construction of a new or remodeled  facility –Discussed options that could be used to fund  operations Report #4 •Joint use –Shared with the Committee several examples of  major joint use undertakings that involved Cities  and School Districts in locations ranging from the  SF Bay Area to other areas of the country 3/6/2013 4 Report #5 •Governance –Discussed the potential use of Joint Powers  agreements or formation of a Joint Powers  Authority/Agency to provide a means of governing  a joint use facility  •Subcommittee provided background and  options –made no recommendations •Much work in this area remains to be done  after basic decision to work together on long‐ term joint use of the site. Minority Report Bern Beecham, Mandy Lowell Cubberley Community Advisory Committee Minority Supplemental Comments March 2013 Mandy Lowell, Bern Beecham There's been talk about being at a crisis point and not wanting to "kick the can down the road" regarding Cubberley's future. But this talk misses these facts: 1. no District-driven change is likely to happen at Cubberley for more than a decade and 2. Cubberley's future use as a community center and high school are compatible. The single largest tenant, Foothill College, will be vacating significant Cubberley space in the next two to three years. As their former classrooms open up to additional Palo Alto community activities, there will be no significant shortage of space in the foreseeable future. Although existing facilities are not state of the art, Community services are being adequately provided in these buildings with tenants paying significantly below-market rents. A new well-designed site can accommodate new high school classrooms, facilities and shared field space as well as all the existing square footage now being used by the various community services and activities. Community services can be retained and enhanced on the City's eight acres. While much of the CCAC report focuses on "community" needs, more work must be done to determine academic requirements of the new high school, including a confirmation of whether it should be a comprehensive or specialty high school and whether it should be based on traditional designs or incorporate forthcoming methodologies such as online, electronic media and presence or others yet to be defined. But this work ought not be done too far in advance of the actual need. Although it's expected that the School District will need a new high school at Cubberley, the date is uncertain and not close at hand. If student enrollment continues as it has in the past, Cubberley won't likely be needed until the latter 2020's. Until the School District needs to build its new high school, the community has full use of all its existing Cubberley buildings and fields. And in any case, the City's rights to future use of its eight acres are preserved. The City and School District have several key issues to face regarding the terms of the lease extension. Term: although it is uncertain when the District will need the Cubberley site for construction of a high school, the philosophy of the lease should be that it will continue, with renewals as may be necessary, until that time. Artificial deadlines to "force" the City and District to take specific actions are unrealistic and unwise. Maintenance: similarly, the City should plan to maintain the facilities for community use for a likely economic life of 10-15 years. Master plan: a number of CCAC recommendations address the need for a master plan. We agree that a master plan is necessary and have concerns only on its timing and, in particular, that it not be forced too soon. We suggest that the first step of the District and City be to develop a master process, keyed off a high school opening date of 2028, arbitrary but, we believe, realistic. This master process will, in a sense, lay out a strategic plan for accomplishing a new community center and high school at Cubberley. Without doubt, that process and plan will define the requirements and timing for conducting needs assessments and master plans and their relationship to bond measures or other financing options. But an early issue must be to analyze the values and constraints of a future Cubberley designed as a shared facility versus shared site. We believe the information available to date is insufficient to conclude a jointly shared and/or managed facility is wisest or most efficient. Many of the benefits of joint use derive from proximity.