HomeMy WebLinkAbout2024-11-18 City Council Agenda PacketCITY COUNCIL
Regular Meeting
Monday, November 18, 2024
CITY O F Council Chambers & Hybrid
PALO 5:30 PM
ALTO
Palo Alto City Council meetings will be held as "hybrid" meetings with the option to attend by
teleconference or in person. Information on how the public may observe and participate in the
meeting is located at the end of the agenda. The meeting will be broadcast on Cable TV
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VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/362027238)
Meeting ID: 362 027 238 Phone: 1(669)900-6833
PUBLIC COMMENTS
General Public Comment for items not on the agenda will be accepted in person for up to three
minutes or an amount of time determined by the Chair. General public comment will be heard
for 30 minutes. Additional public comments, if any, will be heard at the end of the agenda.
Public comments for agendized items will be accepted both in person and via Zoom for up to
three minutes or an amount of time determined by the Chair. Requests to speak will be taken
until 5 minutes after the staff's presentation or as determined by the Chair. Written public
comments can be submitted in advance to city.council@CityofPaloAlto.org and will be provided
to the Council and available for inspection on the City's website. Please clearly indicate which
agenda item you are referencing in your subject line.
PowerPoints, videos, or other media to be presented during public comment are accepted only
by email to city.clerk@CityofPaloAlto.org at least 24 hours prior to the meeting. Once received,
the Clerk will have them shared at public comment for the specified item. To uphold strong
cybersecurity management practices, USB's or other physical electronic storage devices are not
accepted.
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posts, poles or similar/other type of handle objects are strictly prohibited; (2) the items do not
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displaying them and must not raise the items above shoulder level, obstruct the view or
passage of other attendees, or otherwise disturb the business of the meeting.
TIME ESTIMATES
Listed times are estimates only and are subiect to change at any time. including while the
meeting is in progress. The Council reserves the right to use more or less time on any item, to
change the order of items and/or to continue items to another meeting. Particular items may be
heard before or after the time estimated on the agenda. This may occur in order to best manage
the time at a meeting or to adapt to the participation of the public.
November 18, 2024
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
CALL TO ORDER
AGENDA CHANGES, ADDITIONS AND DELETIONS
PUBLIC COMMENT (5:30 - 6:00 PM)
Members of the public may speak in -person ONLY to any item NOT on the agenda. 1-3 minutes depending on # of speakers.
Public Comment is limited to 30 minutes. Additional public comments, if any, will be heard at the end of the agenda.
COUNCIL MEMBER QUESTIONS. COMMENTS, ANNOUNCEMENTS (6:00 - 6:05 PM)
Members of the public may not speak to the item(s).
STUDY SESSION (6:05 - 7:05 PM)
1. Semi -Annual City Council Discussion with the Independent Police Auditor (IPA)
CONSENT CALENDAR (7:05 - 7:10 PM)
Items will be voted in one motion unless removed from the calendar by three Council Members.
2. Approval of Minutes from November 4, 2024 Meeting
3. Approval of General Services Contract Number C25192518 with Califa Group in an
Amount Not to Exceed $330,000 to Provide Procurement of Discounted Library Products
for a Period of Three (3) Years; CEQA status — not a project.
4. Adoption of: (1) Revised Salary Schedules for unrepresented Management and
Professional employees to increase the Utilities Director Classification by 5% as
discussed and recommended by the Finance Committee on October 15, 2024, and (2)
revised salary schedule for Service Employees International Union Local 521 in Alignment
with one new position change in the FY 2025 Adopted Budget; CEQA Status - not a
project
5. Policy and Services Committee Recommends that City Council Accept the City Auditor's
Quarterly Status Report for July - September 2024 and Approve Work to Begin on FY2025
Task 6: Evaluation and Benchmarking
6. FIRST READING: Adoption of an Ordinance Continuing the Temporary Program to Expand
Outdoor Dining, Retail and Other Activities on Public and Private Property through June
30, 2025; Adoption of a Resolution Continuing the Pilot Parklet Demonstration Program
through June 30, 2025; CEQA status - Exempt under Sections 15301, 15303, and 15304 of
the CEQA Guidelines
7. SECOND READING: Ordinance of the Council of the City of Palo Alto Renewing the
Military Equipment Use Policy in Compliance with Govt. Code Section 7070 et seq. (2024 -
November 18, 2024
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
2025) (FIRST READING: November 4, 2025 PASSED 7-0)
8. SECOND READING: Ordinance of the Council of the City of Palo Alto Amending the Fiscal
Year 2025 Municipal Fee Schedule to Amend Existing Fees for City's Palo Alto Link
OnDemand Transit Service (FIRST READING: November 4, 2024 PASSED 7-0)
CITY MANAGER COMMENTS (7:10 - 7:25 PM)
BREAK (15 MINUTES)
ACTION ITEMS (Item 9: 7:40 - 8:40 PM, Item 10: 8:40 - 10:00 PM)
Include: Report of Committees/Commissions, Ordinances and Resolutions, Public Hearings, Report of Officials, Unfinished
Business and Council Matters.
9. FIRST READING: Adoption of an Ordinance Amending the Municipal Fee Schedule to
Modify the Calculation for Park, Community Center and Library Development Impact Fees
From a per Unit to per Square Feet Basis for Residential Development. CEQA Status:
Exempt Pursuant to 15061(b)(3).
10. FIRST READING: Adoption of an Interim Ordinance Amending Chapters 18.04, 18.16,
18.30(A), and 18.30(C) of the Palo Alto Municipal Code to Implement High Priority Retail
Revitalization Measures and Direction; Adoption of an Identical Emergency Ordinance;
and Direction to Staff to Advance Other Initiatives Related to the City Council's
Economic Development and Transition Policy. CEQA Status: Exempt Pursuant to CEQA
Guidelines Section 15061(b)(3).
ADJOURNMENT
INFORMATION REPORTS
Information reports are provided for informational purposes only to the Council and the public but are not listed for action
during this meeting's agenda.
11. Sales Tax Digest O2 (April -June) 2024
12. Investment Activity Report for the First Quarter, Fiscal Year 2025
13. City of Palo Alto Monthly Investment Activity Report October 2024 (Unaudited)
OTHER INFORMATION
Standing Committee Meetings this week
November 18, 2024
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
Rail Committee November 19, 2024
Finance Committee November 19, 2024
Retail Committee November 20, 2024
City/Schools Liaison Committee November 21, 2024
Public Comment Letters
Schedule of Meetings
November 18, 2024
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
PUBLIC COMMENT INSTRUCTIONS
Members of the Public may provide public comments to teleconference meetings via email,
teleconference, or by phone.
1. Written public comments may be submitted by email to city.council@cityofpaloalto.org.
2. For in person public comments please complete a speaker request card located on the
table at the entrance to the Council Chambers and deliver it to the Clerk prior to
discussion of the item.
3. Spoken public comments for agendized items using a computer or smart phone will
be accepted through the teleconference meeting. To address the Council, click on the link
below to access a Zoom -based meeting. Please read the following instructions carefully.
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please limit your remarks to the agenda item and time limit allotted.
CLICK HERE TO JOIN Meeting ID: 362-027-238 Phone: 1-669-900-6833
Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public
programs, services and meetings in a manner that is readily accessible to all. Persons with
disabilities who require materials in an appropriate alternative format or who require auxiliary
aids to access City meetings, programs, or services may contact the City's ADA Coordinator at
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accommodations must be submitted at least 24 hours in advance of the meeting, program, or
service.
November 18, 2024
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
California Government Code §84308, commonly referred to as the "Levine Act," prohibits an
elected official of a local government agency from participating in a proceeding involving a
license, permit, or other entitlement for use if the official received a campaign contribution
exceeding $250 from a party or participant, including their agents, to the proceeding within the
last 12 months. A "license, permit, or other entitlement for use" includes most land use and
planning approvals and the approval of contracts that are not subject to lowest responsible bid
procedures. A "party" is a person who files an application for, or is the subject of, a proceeding
involving a license, permit, or other entitlement for use. A "participant" is a person who actively
supports or opposes a particular decision in a proceeding involving a license, permit, or other
entitlement for use, and has a financial interest in the decision. The Levine Act incorporates the
definition of "financial interest" in the Political Reform Act, which encompasses interests in
business entities, real property, sources of income, sources of gifts, and personal finances that
may be affected by the Council's actions. If you qualify as a "party" or "participant" to a
proceeding, and you have made a campaign contribution to a Council Member exceeding $250
made within the last 12 months, you must disclose the campaign contribution before making
your comments.
November 18, 2024
Materials submitted after distribution of the agenda packet are available for public inspection
at www.CityofPaloAlto.org/agendas.
Item 1
Item 1 Staff Report
City Council
Staff Report
From: City Manager
CITY O F Report Type: STUDY SESSION
PALO Lead Department: City Manager
ALTO Meeting Date: November 18, 2024
Report #:2407-3306
TITLE
Semi -Annual City Council Discussion with the Independent Police Auditor (IPA)
RECOMMENDATION
This Study Session is a semi-annual opportunity for Council discussion with the Independent
Police Auditor. There is no recommended action.
BACKGROUND AND ANALYSIS
This is the study session with the City's Independent Police Auditor (IPA) from the
representatives of the OIR Group, the City's contracted consultant for the Independent Police
Auditor function. It is the second of two discussions in this calendar year. The previous
discussion took place with the City Council on May 6, 2024.1
Purpose: In the amended contract scope with the OIR group, it states the following related to
the IPA meetings with the City Council:
Beginning in the second half of 2021, CONSULTANT shall meet with the City Council two
times per year to discuss trends in criminal justice and policing, policy and training
matters, recommendations made by CONSULTANT, and other City Council concerns.
CONSULTANT'S conferences with City Council are not for the purpose of elaborating on
published reviews of specific incidents and shall not include discussion of personnel
matters prohibited by law. Semi-annual conferences shall be scheduled after publication
of the CONSULTANT'S report, according to availability of City Council and the
CONSULTANT.
1 May 6, 2024 City Council Meeting:
https://cityofpaloaIto.primegov.com/Portal/Meeting?meetingTemplate Id=14255 (Item 5 Study Session)
Item 1: Staff Report Pg. 1 Packet Pg. 7 of 435
Item 1
Item 1 Staff Report
Consistent with the description above, the City Council discussion with the IPA is not focused on
the most recent report from OIR Group. However, for ease in reference, the most recent report
was issued as an Informational Report in the November 4, 2024 City Council packet.2
FISCAL/RESOURCE IMPACT
No additional funds are needed for this study session.
STAKEHOLDER ENGAGEMENT
The discussion with the City Council is an opportunity for the public to also share feedback
related to issues covered by the IPA.
APPROVED BY:
Ed Shikada, City Manager
z November 4, 2024 City Council Meeting:
https://cityofpaloaIto.primegov.com/Portal/Meeting?meetingTemplate Id=14481 (Information Report is Item 16)
Item 1: Staff Report Pg. 2 Packet Pg. 8 of 435
Item 2
Item 2 Staff Report
CITY OF
PALO
ALTO
TITLE
Approval of Minutes from November 4, 2024 Meeting
RECOMMENDATION
That the minutes be reviewed and approved.
ATTACHMENTS
Attachment A: November 4, 2024 Draft Action Minutes
APPROVED BY:
Mahealani Ah Yun
City Council
Staff Report
Report Type: CONSENT CALENDAR
Lead Department: City Clerk
Meeting Date: November 18, 2024
Report #:2411-3762
Item 2: Staff Report Pg. 1 Packet Pg. 9 of 435
Item 2
Attachment A -
November 4, 2024 Draft
CITY COUNCIL
"�. Action Minutes
CITY Or
PALO DRAFT ACTION MINUTES
ALTO
Regular Meeting
November 4, 2024
The City Council of the City of Palo Alto met on this date in the Council Chambers and by virtual
teleconference at 5:30 P.M.
Present In Person
Present Remotely:
Absent:
Special Orders of the Day
Burt, Kou, Lauing, Lythcott-Haims, Stone, Tanaka, Veenker
Council Member Lythcott-Haims Arrived at 5:33 P.M
Council Member Tanaka Arrived at 5:34 P.M.
1. Appointment of Candidate for the Parks and Recreation Commission
Parks and Recreation Commission
First Round of Voting for One (1) vacancy on the Parks and Recreation Commission with term
ending March 31, 2026
Vadim Axelrod:
Christopher Alan Brosnan: Kou
Yu Deng: Burt, Lythcott-Haims, Tanaka, Stone, Veenker
James Fox:
Marc Schoenen: Lauing
Rebecca Shomair:
Candidate Yu Deng receiving 5 votes is appointed to an unexpired term expiring March 31,
2026.
2. Proclamation Recognizing November 3rd - 9th, 2024 as Childhood Cancer Awareness
Week
NO ACTION
Page 1 of 5
Item 2: Staff Report Pg. 2 Packet Pg. 10 of 435
Item 2
Attachment A -
DRAFT ACTION MI N UT November 4, 2024 Draft
Action Minutes
Closed Session
3. CONFERENCE WITH LABOR NEGOTIATORS City Designated Representatives: City
Manager and his Designees Pursuant to Merit System Rules and Regulations (Ed
Shikada, Kiely Nose, Lauren Lai, Sandra Blanch, Nick Raisch, Molly Stump, and Jennifer
Fine) Employee Organization: Service Employees International Union, (SEIU) Local 521,
Utilities Management and Professional Association of Palo Alto (UMPAPA), Palo Alto
Peace Officers' Association (PAPOA), Palo Alto Police Management Association (PMA),
International Association of Fire Fighters (IAFF) local 1319, Palo Alto Fire Chiefs'
Association (FCA); Authority: Government Code Section 54957.6 (a)
4. CONFERENCE WITH CITY ATTORNEY -POTENTIAL LITIGATION Subject: Potential litigation
regarding pending development applications that are inconsistent with the City's zoning
code and/or Comprehensive Plan land use designations, which the applicants have
asserted the City cannot disapprove under Government Code 65589.5(d)(5) Authority:
Potential Exposure to Litigation Under Government Code Section 54956.9(d)(2) Number
of potential cases: 10 , as Defendant.
MOTION: Council Member Lythcott-Haims moved, seconded by Vice Mayor Lauing to go into
Closed Session.
MOTION PASSED: 7-0
Council went into Closed Session at 5:37 P.M.
Council returned from Closed Session at 8:47 P.M.
Mayor Stone announced no reportable action.
Agenda Changes, Additions and Deletions
Public Comment
Council Member Questions. Comments and Announcements
Consent Calendar
Council Member Tanaka requested to Pull Agenda Item Number 6.
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City Council Meeting
Draft Action Minutes: 11/04/2024
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Item 2
Attachment A -
DRAFT ACTION MI N UT November 4, 2024 Draft
Action Minutes
Council Member Tanaka registered a no vote on Agenda Item Number 10.
MOTION: Council Member Kou moved, seconded by Vice Mayor Lauing to approve Agenda
Item Numbers 5-11.
MOTION PASSED ITEMS 5-9, 11: 7-0
MOTION PASSED ITEM 10: 6-1, Tanaka no
5. Approval of Minutes from October 21, 2024 Meeting
6. Adoption of an Ordinance Renewing the Police Department's Military Equipment Use
Policy Under AB 481; CEQA status — not a project.
7. Approval of General Service Contract Number C25191700A with Northwest Woodland
Services, Inc. in the Amount Not -to -Exceed $1,209,780 for the Open Space Trails and
Amenities Capital Improvement Program Project (OS -00001) for a Period of Five Years.
CEQA status — Categorically exempt.
8. Approval of Contract Amendment Number 1 to Contract Number C24189849 with
Ecology Action of Santa Cruz in the amount of $485,243 for the City of Palo Alto Safe
Routes to School Bicycle and Pedestrian Life Skills Education Programs for Three Years
(January 2025 - November 2027) for a new not -to -exceed of $625,211; CEQA status
15322 — categorically exempt (educational program).
9. Approval of Professional Services Contract Number C25191557 with The Advantage
Group in an Amount Not to Exceed $231,000 to Provide Third Party Administration
Services for the Palo Alto Retirees Health Benefit Reimbursement Program for a period
of Five Years; CEQA Status - Not a Project.
10. Approval of Contract Amendment No. 3 to Contract Number C24187444 with Stephen
Ciari Plumbing and Heating, Inc., in the Amount of $167,720 for Backflow Prevention
Devices Testing, Repair, and Certification Services; CEQA Status — Categorically Exempt
Under Sections 15301 and 15302
11. Approval of Amendment 1 to Contract Number C24187853 with All City Management
Services, Inc. to Increase Compensation by $228,768 for Additional Crossing Guard
Services and Add a Contingency of $414,933 for a New Not -to -Exceed Amount of
$4,564,566; and Approve a Budget Amendment in the General Fund; CEQA status - Not
a Project.
City Manager Comments
Ed Shikada, City Manager
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City Council Meeting
Draft Action Minutes: 11/04/2024
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Item 2
Attachment A -
DRAFT ACTION MI N UT November 4, 2024 Draft
Action Minutes
Artinn Itemc
12. Policy 3nd Services Committee Recommendotion to Adopt o Policy to Reimburse Council
Members Up to $2 000/yeor from the City Council Contingent Account for Technology
Resources ond Other Actuol ond Necessory Expenses Incurred in the Performonce of
Officio I Duties Item Removed Off Agenda
AA1. Approval of Amendment No. 2 to Contract Number C23184827 with Nomad Transit, LLC
(Via) in the Amount of $1,200,000 for a total not to exceed $3,801,500 to Continue the
City of Palo Alto On -Demand Transit Service through June 2025; Approve a Cost Sharing
Agreement with Stanford Research Park to Partially Fund the Service up to $600,000;
and Adopt an Ordinance Amending the FY 2025 Municipal Fee Schedule to Increase
Fares; CEQA status — not a project.
Council Member Veenker recused from Stanford related portions of Agenda Item Number
AA1.
City Manager Ed Shikada recused from Stanford related portions of Agenda Item Number
AA1.
MOTION: Council Member Burt moved, seconded by Mayor Stone to approve and authorize
the City Manager or their designee to execute the attached Cost Sharing Agreement to Receive
Funding from Stanford University to Fund Palo Alto Link Services to Stanford Research Park up
to $600,000 annually (Attachment B).
MOTION PASSED: 6-0-1, Veenker recused
AMENDMENT: Council Member Tanaka moved, seconded by Council Member Lythcott-Haims
to not restrict trips to and from schools.
AMENDMENT FAILED: 2-5, Lauing, Kou, Veenker, Burt, Stone no
MOTION: Vice Mayor Lauing moved, seconded by Council Member Kou to approve and
authorize the City Manager or their designee to:
1. Execute Contract Amendment No. 2 with Nomad Transit, LLC (Via), to provide Palo Alto
Link Services, extending the contract term to June 30, 2025, with additional funding of
$1.2 million for a revised not to exceed total of $3,801,550 (Attachment A); and
Item 2: Staff Report Pg. 5
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City Council Meeting
Draft Action Minutes: 11/04/2024
Packet Pg. 13 of 435
Item 2
Attachment A -
D RAFT ACTION MI N UT November4, 2024 Draft
Action Minutes
2. Adoption of an Ordinance to Amend the Fiscal Year 2025 Municipal Fee Schedule
(Attachment C) by eliminating discounted fares, increasing fares for Palo Alto Link for
single rides for all user types to $0-4, increasing monthly passes to $130, and increasing
weekly passes to $40; and
3. Direct staff to evaluate alternative funding to subsidize discounted fee rides for teens
riding Palo Alto Link accessing teen centers or mental health services; and
4. Direct staff to explore other interested for-profit or nonprofit providers that could be
added to address the cost concerns and interest in service expansion.
MOTION PASSED: 7-0
Adjournment: The meeting was adjourned at 10:17 P.M.
ATTEST:
City Clerk
APPROVED:
Mayor
NOTE: Action minutes are prepared in accordance with Palo Alto Municipal Code (PAMC)
2.04.160(a) and (b). Summary minutes (sense) are prepared in accordance with PAMC Section
2.04.160(c). Beginning in January 2018, in accordance with Ordinance No. 5423, the City Council
found action minutes and the video/audio recordings of Council proceedings to be the official
records of both Council and committee proceedings. These recordings are available on the
City's website.
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City Council Meeting
Draft Action Minutes: 11/04/2024
Item 2: Staff Report Pg. 6 Packet Pg. 14 of 435
Item 3
Item 3 Staff Report
City Council
Staff Report
From: City Manager
CITY O F Report Type: CONSENT CALENDAR
PALO Lead Department: Library
ALTO Meeting Date: November 18, 2024
Report #:2409-3469
TITLE
Approval of General Services Contract Number C25192518 with Califa Group in an Amount Not
to Exceed $330,000 to Provide Procurement of Discounted Library Products for a Period of
Three (3) Years; CEQA status — not a project.
RECOMMENDATION
Staff recommends that Council approve and authorize the City Manager or their designee to
execute Contract No. C25192518 (Attachment A), with Califa Group, to provide
consortium/broker service that provides procurement of discounted library products for a term
of three years and a total amount not -to -exceed $330,000.
BACKGROUND
In 2003, Califa Group was founded as a nonprofit library membership consortium with initial
funding from California State Library. Califa is the only library consortium open to all public
libraries in California. There are currently more than 230 member libraries. Califa acts as a
broker between these libraries and approximately 75 different library vendors. Califa negotiates
discounted group pricing for the products sold by these library vendors (primarily e -content
products such as e -books, e-audiobooks, streaming video, streaming music, databases, and e -
learning products).
Palo Alto City Library (PACL) has been a member of Califa since Fiscal Year 2006. In Fiscal Year
2023, PACL established a two-year contract with Califa, which will expire on December 31,
2024. This contract was for $80,000 annually, totaling $160,000 over two years. Staff seeks to
establish a new three-year contract for a total of $330,000 from January 1, 2025, through
December 31, 2028.
ANALYSIS
E -content is popular with PACL patrons. In the last year, usage of e -content increased by 37.5%
from the previous year.
Califa provides PACL with many of our most popular e -content offerings including:
Item 3: Staff Report Pg. 1 Packet Pg. 15 of 435
Item 3
Item 3 Staff Report
• Research databases used by students for homework and anyone looking for reliably
sourced information: A to Z, Gale, Ebsco, Proquest and Oxford
• Genealogy tools: HeritageQuest and Ancestry
• Language learning: Mango Languages
• Museum passes: Discover & Go
• News: Wall Street Journal
• Technology ebooks: O'Reilly
• Career development and training: Linkedln Learning
• Comics for all ages: Comics Plus
• Craft workshops and classes: Creative Bug
Califa's brokering service provides discounted group pricing that is on average 10-15% lower
than what the City would pay if we purchased directly from the vendors.
Some of these products are only available through Califa. Vendors such as Wall Street Journal
have established licensing agreements with Califa that are specific to libraries. PACL is only able
to make the digital version of Wall Street Journal available to its patrons by purchasing it from
Califa.
Recently, the California State Library experienced significant budget reductions. As a result,
public libraries lost state funded access to popular eLearning products, including Linkedln
Learning. Califa has negotiated discounted agreements with Linkedln that will allow PACL to
continue to provide uninterrupted access to this popular resource to the Palo Alto community
Califa is the only consortium that offers this brokering service in which PACL is eligible for
membership. Library consortiums typically limit membership to specific types of libraries
and/or a specific geographic area. Other examples of library consortia include the Statewide
California Electronic Library Consortium which serves academic, research and medical
institutions, and the Southern California Library Cooperative which serves public libraries in Los
Angeles and Ventura Counties.
When researching alternatives, staff did not locate a comparable service that is accessible to
the Palo Alto City Library. As a result, an exemption to competitive solicitation pursuant to Palo
Alto Municipal Code section 2.30.360(d) was approved by the City Manager.
FISCAL/RESOURCE IMPACT
Funding for the first year of this contract is available in the Library Department's Fiscal Year
2025 Adopted Budget. An additional appropriation of $30,000 per year is needed for years two
and three of this contract and will be included in the Fiscal Year 2026 base budget, and will be
subject to Council approval of the Fiscal Year 2026 budget. Future years of the contract are
subject to the annual appropriation of funds.
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Item 3
Item 3 Staff Report
fI.1Ic114kI
Staff has ongoing stakeholder engagement with the public on all library collections, including e -
content purchasing, through a website feedback form, email, and phone calls.
401TJI:Z•l011►Ti1:I0kL14:1:1T/I:1yliy1
Approval of contracts to purchase library materials does not constitute a project under the
California Environmental Quality Act guidelines 15061(b)(3).
ATTACHMENTS
Attachment A: Califa Group Contract C25192518
APPROVED BY:
Gayathri Kanth, Library Director
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Docusign Envelope ID: 53171 C27 -576C -4720-845C-2741 CE811755
Item 3
Attachment A - Califa
Group Contract
C25192518
CITY OF PALO ALTO CONTRACT NO. C25192518
GENERAL SERVICES AGREEMENT
THIS AGREEMENT made and entered into on the 18th day of November, 2024, by and
between the CITY OF PALO ALTO, a California chartered municipal corporation ("CITY"),
and CALIFA GROUP, a California Non -Profit, located at 330 Townsend Street, San
Francisco, CA 94107, Telephone Number: (415) 239-2289 ("CONTRACTOR"). In
consideration of their mutual covenants, the parties hereto agree as follows:
1. SERVICES. CONTRACTOR shall provide or furnish the services (the "Services")
described in the Scope of Services, attached at Exhibit A.
❑ Optional On -Call Provision (This provision only applies if checked and only
applies to on -call agreements.)
Services will be authorized by CITY, as needed, with a Task Order assigned and
approved by CITY's Project Manager. Each Task Order shall be in substantially the
same form as Exhibit A-1. Each Task Order shall designate a CITY Project Manager
and shall contain a specific scope of work, a specific schedule of performance and
a specific compensation amount. The total price of all Task Orders issued under
this Agreement shall not exceed the amount of Compensation set forth in Section
5 of this Agreement. CONTRACTOR shall only be compensated for work
performed under an authorized Task Order and CITY may elect, but is not required,
to authorize work up to the maximum compensation amount set forth in Section
5.
2. EXHIBITS. The following exhibits are attached to and made a part of this
Agreement:
"A" - Scope of Services
"B" - Schedule of Performance
"C" — Schedule of Fees
"D" - Insurance Requirements
CONTRACT IS NOT COMPLETE UNLESS ALL INDICATED EXHIBITS ARE ATTACHED.
3. TERM.
The term of this Agreement is from January 1, 2025 to December 31, 2028
inclusive, subject to the provisions of Sections R and W of the General Terms and
Conditions.
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4. SCHEDULE OF PERFORMANCE. CONTRACTOR shall complete the Services within
the term of this Agreement in a reasonably prompt and timely manner based upon
the circumstances and direction communicated to CONTRACTOR, and if
applicable, in accordance with the schedule set forth in the Schedule of
Performance, attached at Exhibit B. Time is of the essence in this Agreement.
5. COMPENSATION FOR ORIGINAL TERM. CITY shall pay and CONTRACTOR agrees
to accept as not -to -exceed compensation for the full performance of the Services
and reimbursable expenses, if any:
A sum calculated in accordance with the fee schedule set forth at Exhibit
C, not to exceed a total maximum compensation amount of Three Hundred
Thirty Thousand dollars ($330,000.00).
CONTRACTOR agrees that it can perform the Services for an amount not to exceed
the total maximum compensation set forth above. Any hours worked or services
performed by CONTRACTOR for which payment would result in a total exceeding
the maximum amount of compensation set forth above for performance of the
Services shall be at no cost to CITY.
CITY has set aside the sum of dollars ($ ) for Additional
Services. CONTRACTOR shall provide Additional Services only by
advanced, written authorization from the City Manager or designee.
CONTRACTOR, at the CITY's request, shall submit a detailed written
proposal including a description of the scope of services, schedule, level of
effort, and CONTRACTOR's proposed maximum compensation, including
reimbursable expense, for such services. Compensation shall be based on
the hourly rates set forth above or in Exhibit C (whichever is applicable), or
if such rates are not applicable, a negotiated lump sum. CITY shall not
authorize and CONTRACTOR shall not perform any Additional Services for
which payment would exceed the amount set forth above for Additional
Services. Payment for Additional Services is subject to all requirements and
restrictions in this Agreement.
6. COMPENSATION DURING ADDITIONAL TERMS.
CONTRACTOR'S compensation rates for each additional term shall be the
same as the original term;
Li CONTRACTOR's compensation rates shall be adjusted effective on the
commencement of each Additional Term. The lump sum compensation
amount, hourly rates, orfees, whichever is applicable as set forth in section
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5 above, shall be adjusted by a percentage equal to the change in the
Consumer Price Index for Urban Wage Earners and Clerical Workers for the
San Francisco -Oakland- San Jose area, published by the United States
Department of Labor Statistics (CPI) which is published most immediately
preceding the commencement of the applicable Additional Term, which
shall be compared with the CPI published most immediately preceding the
commencement date of the then expiring term. Notwithstanding the
foregoing, in no event shall CONTRACTOR's compensation rates be
increased by an amount exceeding five percent of the rates effective
during the immediately preceding term. Any adjustment to
CONTRACTOR's compensation rates shall be reflected in a written
amendment to this Agreement.
7. CLAIMS PROCEDURE FOR "9204 PUBLIC WORKS PROJECTS". For purposes of this
Section 7, a "9204 Public Works Project" means the erection, construction,
alteration, repair, or improvement of any public structure, building, road, or other
public improvement of any kind. Public Contract Code Section 9204 mandates
certain claims procedures for Public Works Projects, which are set forth in
"Appendix — Claims for Public Contract Code Section 9204 Public Works
Projects".
E This project is not a 9204 Public Works Project.
8. INVOICING. Send all invoices to CITY, Attention: Project Manager. The Project
Manager is: Julie Finklang, Dept.: Library, Telephone: (650) 329-2517. Invoices
shall be submitted in arrears for Services performed. Invoices shall not be
submitted more frequently than monthly. Invoices shall provide a detailed
statement of Services performed during the invoice period and are subject to
verification by CITY. CITY shall pay the undisputed amount of invoices within 30
days of receipt.
GENERAL TERMS AND CONDITIONS
A. ACCEPTANCE. CONTRACTOR accepts and agrees to all terms and conditions of
this Agreement. This Agreement includes and is limited to the terms and
conditions set forth in sections 1 through 8 above, these general terms and
conditions and the attached exhibits.
B. QUALIFICATIONS. CONTRACTOR represents and warrants that it has the expertise
and qualifications to complete the services described in Section 1 of this
Agreement, entitled "SERVICES," and that every individual charged with the
performance of the services under this Agreement has sufficient skill and
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experience and is duly licensed or certified, to the extent such licensing or
certification is required by law, to perform the Services. CITY expressly relies on
CONTRACTOR's representations regarding its skills, knowledge, and certifications.
CONTRACTOR shall perform all work in accordance with generally accepted
business practices and performance standards of the industry, including all
federal, state, and local operation and safety regulations.
C. INDEPENDENT CONTRACTOR. It is understood and agreed that in the
performance of this Agreement, CONTRACTOR and any person employed by
CONTRACTOR shall at all times be considered an independent CONTRACTOR and
not an agent or employee of CITY. CONTRACTOR shall be responsible for
employing or engaging all persons necessary to complete the work required under
this Agreement.
D. SUBCONTRACTORS. CONTRACTOR may not use subcontractors to perform any
Services under this Agreement unless CONTRACTOR obtains prior written consent
of CITY. CONTRACTOR shall be solely responsible for directing the work of
approved subcontractors and for any compensation due to subcontractors.
E. TAXES AND CHARGES. CONTRACTOR shall be responsible for payment of all taxes,
fees, contributions or charges applicable to the conduct of CONTRACTOR's
business.
F. COMPLIANCE WITH LAWS. CONTRACTOR shall in the performance of the Services
comply with all applicable federal, state and local laws, ordinances, regulations,
and orders.
G. PALO ALTO MINIMUM WAGE ORDINANCE. CONTRACTOR shall comply with all
requirements of the Palo Alto Municipal Code Chapter 4.62 (Citywide Minimum
Wage), as it may be amended from time to time. In particular, for any employee
otherwise entitled to the State minimum wage, who performs at least two (2)
hours of work in a calendar week within the geographic boundaries of the City,
CONTRACTOR shall pay such employees no less than the minimum wage set forth
in Palo Alto Municipal Code section 4.62.030 for each hour worked within the
geographic boundaries of the City of Palo Alto. In addition, CONTRACTOR shall
post notices regarding the Palo Alto Minimum Wage Ordinance in accordance with
Palo Alto Municipal Code section 4.62.060.
H. DAMAGE TO PUBLIC OR PRIVATE PROPERTY. CONTRACTOR shall, at its sole
expense, repair in kind, or as the City Manager or designee shall direct, any
damage to public or private property that occurs in connection with
CONTRACTOR's performance of the Services. CITY may decline to approve and
may withhold payment in whole or in part to such extent as may be necessary to
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protect CITY from loss because of defective work not remedied or other damage
to the CITY occurring in connection with CONTRACTOR's performance of the
Services. CITY shall submit written documentation in support of such withholding
upon CONTRACTOR's request. When the grounds described above are removed,
payment shall be made for amounts withheld because of them.
I. WARRANTIES. CONTRACTOR expressly warrants that all services provided under
this Agreement shall be performed in a professional and workmanlike manner in
accordance with generally accepted business practices and performance
standards of the industry and the requirements of this Agreement. CONTRACTOR
expressly warrants that all materials, goods and equipment provided by
CONTRACTOR under this Agreement shall be fit for the particular purpose
intended, shall be free from defects, and shall conform to the requirements of this
Agreement. CONTRACTOR agrees to promptly replace or correct any material or
service not in compliance with these warranties, including incomplete, inaccurate,
or defective material or service, at no further cost to CITY. The warranties set
forth in this section shall be in effect for a period of one year from completion of
the Services and shall survive the completion of the Services or termination of this
Agreement.
J. MONITORING OF SERVICES. CITY may monitor the Services performed under this
Agreement to determine whether CONTRACTOR's work is completed in a
satisfactory manner and complies with the provisions of this Agreement.
K. CITY'S PROPERTY. Any reports, information, data or other material (including
copyright interests) developed, collected, assembled, prepared, or caused to be
prepared under this Agreement will become the property of CITY without
restriction or limitation upon their use and will not be made available to any
individual or organization by CONTRACTOR or its subcontractors, if any, without
the prior written approval of the City Manager.
L. AUDITS. CONTRACTOR agrees to permit CITY and its authorized representatives
to audit, at any reasonable time during the term of this Agreement and for three
(3) years from the date of final payment, CONTRACTOR's records pertaining to
matters covered by this Agreement. CONTRACTOR agrees to maintain accurate
books and records in accordance with generally accepted accounting principles for
at least three (3) following the terms of this Agreement.
M. NO IMPLIED WAIVER. No payment, partial payment, acceptance, or partial
acceptance by CITY shall operate as a waiver on the part of CITY of any of its rights
under this Agreement.
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N. INSURANCE. CONTRACTOR, at its sole cost, shall purchase and maintain in full
force during the term of this Agreement, the insurance coverage described at
Exhibit D. Insurance must be provided by companies with a Best's Key Rating of A -
:VII or higher and which are otherwise acceptable to CITY's Risk Manager. The Risk
Manager must approve deductibles and self -insured retentions. In addition, all
policies, endorsements, certificates and/or binders are subject to approval by the
Risk Manager as to form and content. CONTRACTOR shall obtain a policy
endorsement naming the City of Palo Alto as an additional insured under any
general liability or automobile policy. CONTRACTOR shall obtain an endorsement
stating that the insurance is primary coverage and will not be canceled or
materially reduced in coverage or limits until after providing 30 days prior written
notice of the cancellation or modification to the Risk Manager. CONTRACTOR shall
provide certificates of such policies or other evidence of coverage satisfactory to
the Risk Manager, together with the required endorsements and evidence of
payment of premiums, to CITY concurrently with the execution of this Agreement
and shall throughout the term of this Agreement provide current certificates
evidencing the required insurance coverages and endorsements to the Risk
Manager. CONTRACTOR shall include all subcontractors as insured under its
policies or shall obtain and provide to CITY separate certificates and endorsements
for each subcontractor that meet all the requirements of this section. The
procuring of such required policies of insurance shall not operate to limit
CONTRACTOR's liability or obligation to indemnify CITY under this Agreement.
O. HOLD HARMLESS. To the fullest extent permitted by law and without limitation
by the provisions of section N relating to insurance, CONTRACTOR shall indemnify,
defend and hold harmless CITY, its Council members, officers, employees and
agents from and against any and all demands, claims, injuries, losses, or liabilities
of any nature, including death or injury to any person, property damage or any
other loss and including without limitation all damages, penalties, fines and
judgments, associated investigation and administrative expenses and defense
costs, including, but not limited to reasonable attorney's fees, courts costs and
costs of alternative dispute resolution), arising out of, or resulting in any way from
or in connection with the performance of this Agreement. CONTRACTOR's
obligations under this Section apply regardless of whether or not a liability is
caused or contributed to by any negligent (passive or active) act or omission of
CITY, except that CONTRACTOR shall not be obligated to indemnify for liability
arising from the sole negligence or willful misconduct of CITY. The acceptance of
the Services by CITY shall not operate as a waiver of the right of indemnification.
The provisions of this Section survive the completion of the Services or
termination of this Agreement.
P. NON-DISCRIMINATION. As set forth in Palo Alto Municipal Code section 2.30.510,
CONTRACTOR certifies that in the performance of this Agreement, it shall not
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discriminate in the employment of any person because of the race, skin color,
gender, age, religion, disability, national origin, ancestry, sexual orientation,
housing status, marital status, familial status, weight or height of such person.
CONTRACTOR acknowledges that it has read and understands the provisions of
Section 2.30.510 of the Palo Alto Municipal Code relating to Nondiscrimination
Requirements and the penalties for violation thereof, and agrees to meet all
requirements of Section 2.30.510 pertaining to nondiscrimination in employment.
Q. WORKERS' COMPENSATION. CONTRACTOR, by executing this Agreement,
certifies that it is aware of the provisions of the Labor Code of the State of Califor-
nia which require every employer to be insured against liability for workers'
compensation or to undertake self-insurance in accordance with the provisions of
that Code, and certifies that it will comply with such provisions, as applicable,
before commencing and during the performance of the Services.
R. TERMINATION. The City Manager may terminate this Agreement without cause
by giving ten (10) days' prior written notice thereof to CONTRACTOR. If
CONTRACTOR fails to perform any of its material obligations under this
Agreement, in addition to all other remedies provided by law, the City Manager
may terminate this Agreement immediately upon written notice of termination.
Upon receipt of such notice of termination, CONTRACTOR shall immediately
discontinue performance. CITY shall pay CONTRACTOR for services satisfactorily
performed up to the effective date of termination. If the termination is for cause,
CITY may deduct from such payment the amount of actual damage, if any,
sustained by CITY due to CONTRACTOR's failure to perform its material obligations
under this Agreement. Upon termination, CONTRACTOR shall immediately deliver
to the City Manager any and all copies of studies, sketches, drawings,
computations, and other material or products, whether or not completed,
prepared by CONTRACTOR or given to CONTRACTOR, in connection with this
Agreement. Such materials shall become the property of CITY.
S. ASSIGNMENTS/CHANGES. This Agreement binds the parties and their successors
and assigns to all covenants of this Agreement. This Agreement shall not be
assigned or transferred without the prior written consent of CITY. No
amendments, changes or variations of any kind are authorized without the written
consent of CITY.
T. CONFLICT OF INTEREST. In accepting this Agreement, CONTRACTOR covenants
that it presently has no interest, and will not acquire any interest, direct or
indirect, financial or otherwise, which would conflict in any manner or degree with
the performance of this Agreement. CONTRACTOR further covenants that, in the
performance of this Agreement, it will not employ any person having such an
interest. CONTRACTOR certifies that no CITY officer, employee, or authorized
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representative has any financial interest in the business of CONTRACTOR and that
no person associated with CONTRACTOR has any interest, direct or indirect, which
could conflict with the faithful performance of this Agreement. CONTRACTOR
agrees to advise CITY if any conflict arises.
U. GOVERNING LAW. This Agreement shall be governed and interpreted by the laws
of the State of California.
V. ENTIRE AGREEMENT. This Agreement, including all exhibits, represents the entire
agreement between the parties with respect to the services that may be the
subject of this Agreement. Any variance in the exhibits does not affect the validity
of the Agreement and the Agreement itself controls over any conflicting provisions
in the exhibits. This Agreement supersedes all prior agreements, representations,
statements, negotiations and undertakings whether oral or written.
W. NON -APPROPRIATION. This Agreement is subject to the fiscal provisions of the
Charter of the City of Palo Alto and the Palo Alto Municipal Code. This Agreement
will terminate without any penalty (a) at the end of any fiscal year in the event
that funds are not appropriated for the following fiscal year, or (b) at any time
within a fiscal year in the event that funds are only appropriated for a portion of
the fiscal year and funds for this Agreement are no longer available. This Section
shall take precedence in the event of a conflict with any other covenant, term,
condition, or provision of this Agreement.
X. ENVIRONMENTALLY PREFERRED PURCHASING AND ZERO WASTE
REQUIREMENTS. CONTRACTOR shall comply with CITY's Environmentally
Preferred Purchasing policies which are available at CITY's Purchasing Division,
which are incorporated by reference and may be amended from time to time.
CONTRACTOR shall comply with waste reduction, reuse, recycling and disposal
requirements of CITY's Zero Waste Program. Zero Waste best practices include
first minimizing and reducing waste; second, reusing waste and third, recycling or
composting waste. In particular, CONTRACTOR shall comply with the following
zero waste requirements:
• All printed materials provided by CONTRACTOR to CITY generated from a
personal computer and printer including but not limited to, proposals,
quotes, invoices, reports, and public education materials, shall be double -
sided and printed on a minimum of 30% or greater post -consumer content
paper, unless otherwise approved by CITY's Project Manager. Any
submitted materials printed by a professional printing company shall be a
minimum of 30% or greater post -consumer material and printed with
vegetable based inks.
• Goods purchased by Contractor on behalf of CITY shall be purchased in
accordance with CITY's Environmental Purchasing Policy including, but not
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limited to, Extended Producer Responsibility requirements for products
and packaging. A copy of this policy is on file at the Purchasing Division's
office.
• Reusable/returnable pallets shall be taken back by CONTRCATOR, at no
additional cost to CITY, for reuse or recycling. CONTRACTOR shall provide
documentation from the facility accepting the pallets to verify that pallets
are not being disposed.
Y. AUTHORITY. The individual(s) executing this Agreement on behalf of the parties
represent and warrant that they have the legal capacity and authority to do so on
behalf of their respective legal entities.
Z. PREVAILING WAGES
This Project is not subject to prevailing wages. CONTRACTOR is not required to
pay prevailing wages in the performance and implementation of the Project in
accordance with SB 7, if the Agreement is not a public works contract, if
Agreement does not include a public works construction project of more than
$25,000, or the Agreement does not include a public works alteration, demolition,
repair, or maintenance (collectively, 'improvement') project of more than
$15,000.
OR
❑ Contractor is required to pay general prevailing wages as defined in Subchapter
3, Title 8 of the California Code of Regulations and Section 16000 et seq. and
Section 1773.1 of the California Labor Code. Pursuant to the provisions of Section
1773 of the Labor Code of the State of California, the City Council has obtained
the general prevailing rate of per diem wages and the general rate for holiday and
overtime work in this locality for each craft, classification, or type of worker
needed to execute the Agreement for this Project from the Director of the
Department of Industrial Relations ("DIR"). Copies of these rates may be obtained
at the Purchasing Division's office of the City of Palo Alto. Contractor shall provide
a copy of prevailing wage rates to any staff or subcontractor hired, and shall pay
the adopted prevailing wage rates as a minimum. Contractor shall comply with
the provisions of all sections, including, but not limited to, Sections 1775, 1776,
1777.5, 1782, 1810, and 1813, of the Labor Code pertaining to prevailing wages.
AA.DIR REGISTRATION. In regard to any public work construction, alteration,
demolition, repair or maintenance work, CITY will not accept a bid proposal from
or enter into this Agreement with CONTRACTOR without proof that CONTRACTOR
and its listed subcontractors are registered with the California Department of
Industrial Relations ("DIR") to perform public work, subject to limited exceptions.
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City requires CONTRACTOR and its listed subcontractors to comply with the
requirements of SB 854.
CITY provides notice to CONTRACTOR of the requirements of California Labor
Code section 1771.1(a), which reads:
"A contractor or subcontractor shall not be qualified to bid on, be listed in a bid
proposal, subject to the requirements of Section 4104 of the Public Contract Code,
or engage in the performance of any contract for public work, as defined in this
chapter, unless currently registered and qualified to perform public work pursuant
to Section 1725.5. It is not a violation of this section for an unregistered contractor
to submit a bid that is authorized by Section 7029.1 of the Business and
Professions Code or Section 10164 or 20103.5 of the Public Contract Code,
provided the contractor is registered to perform public work pursuant to Section
1725.5 at the time the Agreement is awarded."
CITY gives notice to CONTRACTOR and its listed subcontractors that CONTRACTOR
is required to post all job site notices prescribed by law or regulation and
CONTRACTOR is subject to SB 854 -compliance monitoring and enforcement by
DIR.
CITY requires CONTRACTOR and its listed subcontractors to comply with the
requirements of Labor Code section 1776, including:
Keep accurate payroll records, showing the name, address, social security
number, work classification, straight time and overtime hours worked each day
and week, and the actual per diem wages paid to each journeyman, apprentice,
worker, or other employee employed by, respectively, CONTRACTOR and its listed
subcontractors, in connection with the Project.
The payroll records shall be verified as true and correct and shall be certified and
made available for inspection at all reasonable hours at the principal office of
CONTRACTOR and its listed subcontractors, respectively.
At the request of CITY, acting by its project manager, CONTRACTOR and its listed
subcontractors shall make the certified payroll records available for inspection or
furnished upon request to the project manager within ten (10) days of receipt of
CITY's request.
❑ [For state- and federally -funded projects] CITY requests CONTRACTOR and
its listed subcontractors to submit the certified payroll records to the
project manager at the end of each week during the Project.
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If the certified payroll records are not produced to the project manager within the
10 -day period, then CONTRACTOR and its listed subcontractors shall be subject to
a penalty of one hundred dollars ($100.00) per calendar day, or portion thereof,
for each worker, and CITY shall withhold the sum total of penalties from the
progress payment(s) then due and payable to CONTRACTOR.
Inform the project manager of the location of CONTRACTOR's and its listed
subcontractors' payroll records (street address, city and county) at the
commencement of the Project, and also provide notice to the project manager
within five (5) business days of any change of location of those payroll records.
BB. CONTRACT TERMS. All unchecked boxes do not apply to this Agreement. In the
case of any conflict between the terms of this Agreement and the exhibits hereto
or CONTRACTOR's proposal (if any), the Agreement shall control. In the case of
any conflict between the exhibits hereto and CONTRACTOR's proposal, the
exhibits shall control.
IN WITNESS WHEREOF, the parties hereto have by their duly authorized representatives
executed this Agreement on the date first above written.
CITY OF PALO ALTO
City Manager or Designee
Approved as to form:
City Attorney or Designee
CALIFA GROUP
By 1DocuSigned by:
q?341s6conFc.41 D
Kathy Kosinski
Name
Member services and Outreach Manager, Califa Gr
Title
Telephone:
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EXHIBIT A
SCOPE OF SERVICES
CONSULTANT shall provide the Services detailed in this Exhibit A, entitled "SCOPE OF
SERVICES". Notwithstanding any provision herein to the contrary, CONSULTANT's duties
and services described in this Scope of Services shall not include preparing or assisting
CITY with any portion of CITY's preparation of a request for proposals, request for
qualifications, or any other solicitation regarding a subsequent or additional contract with
CITY. CITY shall at all times retain responsibility for public contracting, including with
respect to any subsequent phase of this project. CONSULTANT's participation in the
planning, discussions, or drawing of project plans or specifications shall be limited to
conceptual, preliminary, or initial plans or specifications. CONSULTANT shall cooperate
with CITY to ensure that all bidders for a subsequent contract on any subsequent phase
of this project have access to the same information, including all conceptual, preliminary,
or initial plans or specifications prepared by CONSULTANT pursuant to this Scope of
Services.
Vendor shall provide access to digital resources (e -resources) that Palo Alto City
Library specifies from among their product offerings. As of October 2025, Califa offers
75 products. Of that, Library's products are:
Ancestry Library Edition, ProQuest , AtoZ Databases, BookFlix, Comics Plus All -Access
Package, Creativebug for Libraries, EBSCO Database Package, Gale Database Package,
Discover & Go, EBSCO Discovery Service, HeritageQuest, Linkedln Learning, LOTE
Online for Kids, Mango Languages, O'Reilly for Public Libraries, Oxford Reference
Center, Wall Street Journal Public Library Access.
Within the duration of this contract, Palo Alto City Library may avail itself to different
products that Califa offers.
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EXHIBIT B
SCHEDULE OF PERFORMANCE
NOT APPLICABLE
CHOOSE ONE OF THESE ALTERNATIVES TO DESCRIBE SCHEDULE:
Alternative 1.
❑CONTRACTOR shall perform the Services according to the following schedule:
Alternative 2.
❑CONTRACTOR shall perform the Services so as to complete each task within the time period
specified below. The time to complete each task may be increased or decreased by mutual
written agreement of the project managers for CONTRACTOR and CITY so long as all work is
completed within the term of the Agreement. Upon request CONTRACTOR shall provide a
detailed schedule of work consistent with the schedule below.
Task
(Describe task)
1.
2.
3.
4.
5.
6.
City of Palo Alto General Services Agreement
13
Complete
Days or
Weeks
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EXHIBIT C
SCHEDULE OF FEES
Subscription
Subscription
Product
Vendor
Start
End
Total
Custom eResource
Califa
01/01/2025
12/31/2026
$ 100,000.00
Bundle
Custom eResource
Califa
01/01/2026
12/31/2027
$ 112,000.00
Bundle
Custom eResource
Califa
01/01/2027
12/31/2028
$118,000.00
Bundle
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EXHIBIT D
INSURANCE REQUIREMENTS
CONTRACTORS TO THE CITY OF PALO ALTO (CITY), AT THEIR SOLE EXPENSE, SHALL FOR THE TERM
OF THE CONTRACT OBTAIN AND MAINTAIN INSURANCE IN THE AMOUNTS FOR THE COVERAGE
SPECIFIED BELOW, AFFORDED BY COMPANIES WITH AM BEST'S KEY RATING OF A -:VII, OR
HIGHER, LICENSED OR AUTHORIZED TO TRANSACT INSURANCE BUSINESS IN THE STATE OF
CALIFORNIA.
AWARD IS CONTINGENT ON COMPLIANCE WITH CITY'S INSURANCE REQUIREMENTS, AS SPECIFIED,
BELOW:
MINIMUM LIMITS
REQUIRED
TYPE OF COVERAGE
REQUIREMENT
EACH
OCCURRENCE
AGGREGATE
YES WORKER'S COMPENSATION
STATUTORY
YES EMPLOYER'S LIABILITY
STATUTORY
BODILY INJURY
$1,000,000
$1,000,000
YES GENERAL LIABILITY, INCLUDING
PERSONAL INJURY, BROAD FORM
PROPERTY DAMAGE
$1,000,000
$1,000,000
PROPERTY DAMAGE BLANKET
CONTRACTUAL, AND FIRE LEGAL
BODILY INJURY & PROPERTY
$1,000,000
$1,000,000
LIABILITY
DAMAGE COMBINED.
BODILY INJURY
$1,000,000
$1,000,000
- EACH PERSON
$1,000,000
$1,000,000
AUTOMOBILE LIABILITY,
- EACH OCCURRENCE
$1,000,000
$1,000,000
YES INCLUDING ALL OWNED, HIRED,
PROPERTY DAMAGE
$1,000,000
$1,000,000
NON -OWNED
BODILY INJURY AND PROPERTY
$1,000,000
$1,000,000
DAMAGE, COMBINED
PROFESSIONAL LIABILITY,
NO INCLUDING, ERRORS AND
OMISSIONS, MALPRACTICE (WHEN
APPLICABLE), AND NEGLIGENT
PERFORMANCE
ALL DAMAGES
$1,000,000
THE CITY OF PALO ALTO IS TO BE NAMED AS AN ADDITIONAL INSURED: CONTRACTOR, AT
YES ITS SOLE COST AND EXPENSE, SHALL OBTAIN AND MAINTAIN, IN FULL FORCE AND
EFFECT THROUGHOUT THE ENTIRE TERM OF ANY RESULTANT AGREEMENT, THE
INSURANCE COVERAGE HEREIN DESCRIBED, INSURING NOT ONLY CONTRACTOR AND
ITS SUBCONSULTANTS, IF ANY, BUT ALSO, WITH THE EXCEPTION OF WORKERS'
COMPENSATION, EMPLOYER'S LIABILITY AND PROFESSIONAL INSURANCE, NAMING AS
ADDITIONAL INSUREDS CITY, ITS COUNCIL MEMBERS, OFFICERS, AGENTS, AND EMPLOYEES.
INSURANCE COVERAGE MUST INCLUDE:
A CONTRACTUAL LIABILITY ENDORSEMENT PROVIDING INSURANCE COVERAGE
FOR CONTRACTOR'S AGREEMENT TO INDEMNIFY CITY.
II. CONTACTOR MUST SUBMIT CERTIFICATES(S) OF INSURANCE EVIDENCING REQUIRED
COVERAGE.
III. ENDORSEMENT PROVISIONS, WITH RESPECT TO THE INSURANCE AFFORDED TO
"ADDITIONAL INSUREDS"
City of Palo Alto General Services Agreement 15 Rev. Oct 16,2024
Item 3: Staff Report Pg. 18 Packet Pg. 32 of 435
Docusign Envelope ID: 53171 C27 -576C -4720-845C-2741 CE811755
Item 3
Attachment A - Califa
Group Contract
025192518
A. PRIMARY COVERAGE
WITH RESPECT TO CLAIMS ARISING OUT OF THE OPERATIONS OF THE NAMED INSURED,
INSURANCE AS AFFORDED BY THIS POLICY IS PRIMARY AND IS NOT ADDITIONAL TO OR
CONTRIBUTING WITH ANY OTHER INSURANCE CARRIED BY OR FOR THE BENEFIT OF THE
ADDITIONAL INSUREDS.
B. CROSS LIABILITY
THE NAMING OF MORE THAN ONE PERSON, FIRM, OR CORPORATION AS INSUREDS UNDER THE
POLICY SHALL NOT, FOR THAT REASON ALONE, EXTINGUISH ANY RIGHTS OF THE INSURED
AGAINST ANOTHER, BUT THIS ENDORSEMENT, AND THE NAMING OF MULTIPLE INSUREDS,
SHALL NOT INCREASE THE TOTAL LIABILITY OF THE COMPANY UNDER THIS POLICY.
C. NOTICE OF CANCELLATION
IF THE POLICY IS CANCELED BEFORE ITS EXPIRATION DATE FOR ANY
REASON OTHER THAN THE NON-PAYMENT OF PREMIUM, THE ISSUING
COMPANY SHALL PROVIDE CITY AT LEAST A THIRTY (30) DAY WRITTEN
NOTICE BEFORE THE EFFECTIVE DATE OF CANCELLATION.
IF THE POLICY IS CANCELED BEFORE ITS EXPIRATION DATE FOR THE NON-
PAYMENT OF PREMIUM, THE ISSUING COMPANY SHALL PROVIDE CITY AT
LEAST A TEN (10) DAY WRITTEN NOTICE BEFORE THE EFFECTIVE DATE OF
CANCELLATION.
NOTICES SHALL BE EMAILED TO: PURCHASINGSUPPORT(&,CITYOFPALOALTO.ORG
City of Palo Alto General Services Agreement 16
Rev. Oct 16,2024
Item 3: Staff Report Pg. 19
Packet Pg. 33 of 435
Certificate Of Completion
Envelope Id: 53171 C27576C4720845C2741 CE81 1755
Subject: Complete with Docusign: C25192518 Digital Subscription CALIFA.pdf
Source Envelope:
Document Pages: 16 Signatures: 1
Certificate Pages: 2 Initials: 0
AutoNav: Enabled
Envelopeld Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
Record Tracking
Status: Original
10/22/2024 2:53:47 PM
Security Appliance Status: Connected
Storage Appliance Status: Connected
Signer Events
Kathy Kosinski
kathy@califa.org
Member Services and Outreach Manager, Califa
Group
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
In Person Signer Events
Editor Delivery Events
Agent Delivery Events
Intermediary Delivery Events
Certified Delivery Events
Carbon Copy Events
Sarah Wilson
sarah.wilson@cityofpaloalto.org
Management Analyst
City of Palo Alto
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Celeste Wong
celeste.wong@cityofpaloalto.org
Administrative Assistant
City of Palo Alto
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Holder: Lujan, Albert
Albert.Lujan@CityofPaloAlto.org
Pool: StateLocal
Pool: City of Palo Alto
Signature
Docu Signed by:
9234156C0DEC41D...
Signature Adoption: Uploaded Signature Image
Using IP Address: 23.93.73.129
Signature
Status
Status
Status
Status
Status
COPIED
COPIED
Item 3
Attachment A- Califa
Group Contract GUST jn
C25192518
Status: Completed
Envelope Originator:
Lujan, Albert
250 Hamilton Ave
Palo Alto , CA 94301
Albert.Lujan@CityofPaloAlto.org
IP Address: 199.33.32.254
Location: DocuSign
Location: DocuSign
Timestamp
Sent: 10/22/2024 3:00:31 PM
Resent: 10/23/2024 7:45:24 AM
Viewed: 10/23/2024 9:13:36 AM
Signed: 10/23/2024 9:13:56 AM
Timestamp
Timestamp
Timestamp
Timestamp
Timestamp
Timestamp
Sent: 10/23/2024 9:13:57 AM
Sent: 10/23/2024 9:13:58 AM
Item 3: Staff Report Pg. 20
Packet Pg. 34 of 435
Item 3
Attachment A - Califa
Carbon Copy Events Status Timest
Group Contract
Julie Finklang COPIED Sent: 10/
025192518
Julie.Finklang@CityofPaloAlto.org
Division Head Library Services
Copa
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Witness Events Signature Timestamp
Notary Events
Signature
Timestamp
Envelope Summary Events
Status
Timestamps
Envelope Sent
Hashed/Encrypted
10/22/2024 3:00:31 PM
Envelope Updated
Security Checked
10/23/2024 7:45:18 AM
Certified Delivered
Security Checked
10/23/2024 9:13:36 AM
Signing Complete
Security Checked
10/23/2024 9:13:56 AM
Completed
Security Checked
10/23/2024 9:13:59 AM
Payment Events
Status
Timestamps
Item 3: Staff Report Pg. 21 Packet Pg. 35 of 435
Item 4
Item 4 Staff Report
City Council
Staff Report
From: City Manager
CITY O F Report Type: CONSENT CALENDAR
PALO Lead Department: Human Resources
ALTO Meeting Date: November 18, 2024
Report #:2410-3654
TITLE
Adoption of: (1) Revised Salary Schedules for unrepresented Management and Professional
employees to increase the Utilities Director Classification by 5% as discussed and recommended
by the Finance Committee on October 15, 2024, and (2) revised salary schedule for Service
Employees International Union Local 521 in Alignment with one new position change in the FY
2025 Adopted Budget; CEQA Status - not a project
RECOMMENDATION
Staff recommends that the City Council:
• Adopt revised salary schedule for unrepresented Management and Professional
employees to increase the Utilities Director Classification by 5%, and
• Adopt a revised salary schedule for Service Employees International Union Local 521 in
alignment with approved position change adopted in the FY 2025 Adopted Operating
Budget to add the Animal Care Specialist position.
EXECUTIVE SUMMARY
As the City began the recruitment process for the next Utilities Director, it was identified that
the existing salary range should be reviewed. Utilities is a highly competitive industry and more
so when recruiting for oversight of five utilities; the recommended amendment to the
compensation range is expected to be necessary to attract qualified candidates for this
department head position. The action before Council would increase the annual maximum
salary from $377,104 to $395,970 upon adoption by Council.
In addition, during the FY 2025 Annual Budget, City Council approved a new position for the
Junior Museum and Zoo. The City has now completed its meet and confer obligations with SEIU
521 and has a mutually agreed upon job description and salary range for the new classification
of Animal Care Specialist at the Junior Museum and Zoo.
Item 4: Staff Report Pg. 1 Packet Pg. 36 of 435
Item 4
Item 4 Staff Report
BACKGROUND
In adopting the FY 2025 operating budget, the Council authorized net 27.17 FTE position
additions and adjustments. These changes included deleting existing positions, reclassifying
existing positions, and the creation of new job classifications within the City's unrepresented
and represented employee groups. While funding was allocated for these position changes as
part of the FY 2025 Adopted Budget, the final approved salary range is not adopted until the
appropriate administrative processes are completed, which sometimes includes a meet and
confer requirement with impacted labor unions.
The Finance Committee, during the FY 2025 annual budget process, met with Community
Services staff currently running the Junior Museum and Zoo as well as received an updated
report from a City retained consulting firm who specializes in organizational reviews of
Museums, zoos, and other cultural exhibits. During this discussion on May 7, 2024, the Finance
Committee gave direction to increase customer service and animal care by creating a new
position classification and transitioning four part-time positions into four of the new full-time
positions specific to animal care and handling. These new positions are classified within the
SEIU 521 bargaining unit and required meet and confer prior to the City being able to recruit for
these positions. City Council approved the additional positions in June 2024.
In preparation for the retirement of the City's current Utilities Director, Dean Batchelor, staff
have retained the services of Teri Black and Company "TBC" to run a nationwide executive
recruitment. In preparation for this recruitment, TBC reviewed comparator agencies
throughout California to determine the competitiveness of Palo Alto's current Utilities Director
salary range. During Finance committee discussions and feedback on October 15, 2024, the
Finance Committee asked TBC if they felt there was a need for adjustment to the salary of the
position based on their analysis. TBC responded that they felt the breadth of the Palo Alto
Utilities Director position made it an especially challenging position to fill and that qualified
candidates may be hesitant to leave similar positions for what is considered a larger job with
equal or in some instances less pay. TBC informed the committee that a 5-10% increase could
and should be considered to aid in the recruitment of top candidates for this critical position.
Based on consensus from the Finance Committee on this recommendation, staff expedited
bringing to Council a recommended 5% increase to the Utilities Director salary to avoid creating
any delays to the recruitment process.
ANALYSIS
Staff have completed the required meet and confer process and/or internal position creation
required for each of the SEIU 521 represented positions, and all actions have been
accomplished within the FY 2025 Adopted Operating Budget funding set aside for these
Item 4: Staff Report Pg. 2 Packet Pg. 37 of 435
Item 4
Item 4 Staff Report
position changes. Adopting the staff recommendation and revised SEIU salary schedule is an
administrative step related to the Council's previous direction through the budget process.
The additional recommendation presented is a change to the Management and Professional
Compensation Plan for only the Utilities Director position and is at the sole discretion of the
City which does not require a meet and confer obligation. After review of the salary data
collected by TBC and presented to the Finance Committee, staff is in concurrence with the
Finance Committee consensus to adjust the Utilities Director salary to encourage the
application of the most qualified and able candidates. Of note within the data provided by TBC
are Santa Clara's Chief Electric Utility Officer ($429,899 annual salary) and Roseville Utilities
Director ($391,805 annual salary). These two local competitors are electric only in scope of
assignment. This will also provide better alignment within the department adjusting to a 14%
compensation difference between the next position of Chief Operating Officer in Utilities.
FISCAL/RESOURCE IMPACT
There is no immediate fiscal impact anticipated from the actions recommended in this report as
these adjustments have either been factored into the FY 2025 Adopted Budget or can be
absorbed by vacancy savings within the current fiscal year. Funding for future years will be
reviewed as part of the annual budget process.
STAKEHOLDER ENGAGEMENT
City staff will post the revised salary schedules and revised Management and Professional
Compensation Plan on the City's website after Council adoption for public access.
ENVIRONMENTAL REVIEW
Council action on this item is not a project as defined by CEQA because adopting a revised
salary schedules and compensation plan is a continuing administrative activity. CEQA Guidelines
section 15378(b)(2).
ATTACHMENTS
Attachment A: SEIU Salary Schedule 2023 - 2024 (FY25)
Attachment B: Management and Conf Salary Schedule Final 2023 - 2024 (FY25)
APPROVED BY:
Sandra Blanch, Human Resources Director
Item 4: Staff Report Pg. 3 Packet Pg. 38 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
206
Non -Exempt
Acct Assistant
1
$ 29.99
1
$
31.20
2
$ 31.57
2
$ 32.84
3
$ 33.23
3
$ 34.57
4
$ 34.98
4
$ 36.39
5
$ 36.82
$ 6,382 $ 76,586
5
$ 38.30
$ 6,639 $
79,664
204
Non -Exempt
Acct Spec
1
$ 35.04
1
$
36.44
2
$ 36.88
2
$ 38.36
3
$ 38.82
3
$ 40.38
4
$ 40.86
4
$ 42.50
5
$ 43.01
$ 7,455 $ 89,461
5
$ 44.74
$ 7,755 $
93,059
207
Non -Exempt
Acct Spec -Lead
1
$ 37.52
1
$
39.02
2
$ 39.49
2
$ 41.07
3
$ 41.57
3
$ 43.23
4
$ 43.76
4
$ 45.51
5
$ 46.06
$ 7,984 $ 95,805
5
$ 47.91
$ 8,304 $
99,653
294
Non -Exempt
Administrative Associate I
1
$ 31.15
1
$
32.40
2
$ 32.79
2
$ 34.11
3
$ 34.52
3
$ 35.90
4
$ 36.34
4
$ 37.79
5
$ 38.25
$ 6,630 $ 79,560
5
$ 39.78
$ 6,895 $
82,742
295
Non -Exempt
Administrative Associate II
1
$ 33.85
1
$
35.21
2
$ 35.63
2
$ 37.06
3
$ 37.50
3
$ 39.01
4
$ 39.47
4
$ 41.06
5
$ 41.55
$ 7,202 $ 86,424
5
$ 43.22
$ 7,491 $
89,898
296
Non -Exempt
Administrative Associate III
1
$ 36.27
1
$
37.73
2
$ 38.18
2
$ 39.72
3
$ 40.19
3
$ 41.81
4
$ 42.31
4
$ 44.01
5
$ 44.54
$ 7,720 $ 92,643
5
$ 46.33
$ 8, 331 $
96,366
TBD
Non -Exempt
Animal Care Specialist
1
$
33.12
2
$ 34.86
3
$ 36.69
4
$ 38.62
5
$ 40.65
$ 7,046 $
84,552
276
Non -Exempt
Animal Control Off
1
$ 31.83
1
$
33.12
2
$ 33.51
2
$ 34.86
3
$ 35.27
3
$ 36.69
4
$ 37.13
4
$ 38.62
5
$ 39.08
$ 6,774 Is 81,286
5
$ 40.65
$7,0461$_84,552
312
Non -Exempt
Animal Control Off - L
1
$ 34.05
1
$
35.43
2
$ 35.84
2
$ 37.29
3
$ 37.73
3
$ 39.25
4
$ 39.72
4
$ 41.32
Item 4: Staff Report Pg. 4 Packet Pg. 39 of 435
()
PALO
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023 - 2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
5
$ 41.81
$ 7,247
$ 86,965
5
$ 43.49
$
7,538
$ 90,459
244
Non -Exempt
Assoc Buyer
1
$ 42.63
1
$ 44.34
2
$ 44.87
2
$ 46.67
3
$ 47.23
3
$ 49.13
4
$ 49.72
4
$ 51.72
5
$ 52.34
$ 9,072 Is 108,867
5
$ 54.44
$ 9,436 Is
113,235
333
Non -Exempt
Assoc Engineer
1
$ 57.86
1
$ 60.19
2
$ 60.91
2
$ 63.36
3
$ 64.12
3
$ 66.69
4
$ 67.49
4
$ 70.20
5
$ 71.04
$ 12,314 $ 147,763
5
$ 73.89
$ 12,808 $
153,691
353
Non -Exempt
Assoc Planner
1
$ 46.42
1
$ 48.28
2
$ 48.86
2
$ 50.82
3
$ 51.43
3
$ 53.49
4
$ 54.14
4
$ 56.31
5
$ 56.99
$ 9,878 $ 118,539
5
$ 59.27
$ 10,273 $
123,282
247
Non -Exempt
Assoc Power Engr
1
$ 61.62
1
$ 64.08
2
$ 64.86
2
$ 67.45
3
$ 68.27
3
$ 71.00
4
$ 71.86
4
$ 74.74
5
$ 75.64
$ 13,111 $ 157,331
5
$ 78.67
$ 13,636 $
163,634
269
Non -Exempt
Assoc Res Planner
1
$ 53.72
1
$ 55.87
2
$ 56.55
2
$ 58.81
3
$ 59.53
3
$ 61.91
4
$ 62.66
4
$ 65.17
5
$ 65.96
$ 11,433 $ 137,197
5
$ 68.60
$ 11,891 $
142,688
330
Non -Exempt
Asst Engineer
1
$ 52.42
1
$ 54.52
2
$ 55.18
2
$ 57.39
3
$ 58.08
3
$ 60.41
4
$ 61.14
4
$ 63.59
5
$ 64.36
$ 11,156 $ 133,869
5
$ 66.94
$ 11,603 $
139,235
256
Non -Exempt
Asst Power Engr
1
$ 55.64
1
$ 57.86
2
$ 58.57
2
$ 60.91
3
$ 61.65
3
$ 64.12
4
$ 64.89
4
$ 67.49
5
$ 68.30
$ 11,839 $ 142,064
5
$ 71.04
$ 12,314 $
147,763
268
Non -Exempt
Asst Res Planner
1
$ 48.51
1
$ 50.45
2
$ 51.06
2
$ 53.11
3
$ 53.75
3
$ 55.91
Item 4: Staff Report Pg. 5 Packet Pg. 40 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
4
$ 56.58
4
$ 58.85
5
$ 59.56
$ 10,324 $ 123,885
5
$ 61.95
$ 10,738 $
128,856
TBD
Non -Exempt
Assoc. Sustainability Program Admin
1
$ 44.36
1
$ 46.13
2
$ 46.70
2
$ 48.56
3
$ 49.15
3
$ 51.12
4
$ 51.74
4
$ 53.81
5
$ 54.46
$ 9,440 $ 113,277
5
$ 56.64
$ 9,818 $
117,811
299
Non -Exempt
Bldg Inspector
1
$ 48.56
1
$ 50.50
2
$ 51.12
2
$ 53.16
3
$ 53.81
3
$ 55.96
4
$ 56.64
4
$ 58.91
5
$ 59.62
$ 10,334 $ 124,010
5
$ 62.01
$ 10,748 $
128,981
300
Non -Exempt
Bldg Inspector Spec
1
$ 51.85
1
$ 53.92
2
$ 54.58
2
$ 56.76
3
$ 57.45
3
$ 59.75
4
$ 60.47
4
$ 62.89
5
$ 63.65
$ 11,033 $ 132,392
5
$ 66.20
$ 11,475 $
137,696
370
Non -Exempt
Bldg Serviceperson
1
$ 27.94
1
$ 29.07
2
$ 29.41
2
$ 30.60
3
$ 30.96
3
$ 32.21
4
$ 32.59
4
$ 33.91
5
$ 34.31
$ 5,947 $ 71,365
5
$ 35.69
$ 6,186 $
74,235
371
Non -Exempt
Bldg Serviceperson-L
1
$ 29.91
1
$ 31.11
2
$ 31.48
2
$ 32.75
3
$ 33.14
3
$ 34.47
4
$ 34.88
4
$ 36.28
5
$ 36.72
$ 6,365 $ 76,378
5
$ 38.19
$ 6,620 $
79,435
355
Non -Exempt
Bldg/Plg Technician
1
$ 37.64
1
$ 39.16
2
$ 39.62
2
$ 41.22
3
$ 41.71
3
$ 43.39
4
$ 43.91
4
$ 45.67
5
$ 46.22
$ 8,011 $ 96,138
5
$ 48.07
$ 8,332 $
99,986
340
Non -Exempt
Business Analyst
1
$ 66.45
1
$ 69.12
2
$ 69.95
2
$ 72.76
3
$ 73.63
3
$ 76.59
4
$ 77.51
4
$ 80.62
5
$ 81.59
$ 14,142 $ 169,707
5
$ 84.86
$14,7091$_176,509
1
$ 66.45
1
$ 69.12
2
$ 69.95
2
$ 72.76
Item 4: Staff Report Pg. 6 1 Packet Pg. 41 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
3400
Non -Exempt
Business Analyst - S
3
$ 73.63
3
$
76.59
4
$ 77.51
4
$ 80.62
5
$ 81.59
$ 14,142 $ 169,707
5
$ 84.86
$ 14,709 $
176,509
212
Non -Exempt
Buyer
1
$ 46.94
1
$
48.82
2
$ 49.41
2
$ 51.39
3
$ 52.01
3
$ 54.09
4
$ 54.75
4
$ 56.94
5
$ 57.63
$ 9,989 $ 119,870
5
$ 59.94
$ 10,390 $
124,675
464
Non -Exempt
Cathodic Protection Tech Assistant
1
$ 47.49
1
$
49.39
2
$ 49.99
2
$ 51.99
3
$ 52.62
3
$ 54.73
4
$ 55.39
4
$ 57.61
5
$ 58.30
$ 10,105 $ 121,264
5
$ 60.64
$ 10,511 $
126,131
536
Non -Exempt
Cathodic Tech
1
$ 58.26
1
$
60.61
2
$ 61.33
2
$ 63.80
3
$ 64.56
3
$ 67.16
4
$ 67.96
4
$ 70.69
5
$ 71.54
$ 12,400 $ 148,803
5
$ 74.41
$ 12,898 $
154,773
208
Non -Exempt
CDBG Coordinator
1
$ 49.61
1
$
51.59
2
$ 52.22
2
$ 54.31
3
$ 54.97
3
$ 57.17
4
$ 57.86
4
$ 60.18
5
$ 60.91
$ 10,558 $ 126,693
5
$ 63.35
$ 10,981 $
131,768
408
Non -Exempt
Cement Finisher
1
$ 40.34
1
$
41.95
2
$ 42.46
2
$ 44.16
3
$ 44.69
3
$ 46.48
4
$ 47.04
4
$ 48.93
5
$ 49.52
$ 8,583 $ 103,002
5
$ 51.51
$ 8,928 $
107,141
409
Non -Exempt
Cement Finisher Lead
1
$ 43.13
1
$
44.86
2
$ 45.40
2
$ 47.22
3
$ 47.79
3
$ 49.71
4
$ 50.31
4
$ 52.33
5
$ 52.96
$ 9,180 $ 110,157
5
$ 55.08
$ 9,547 $
114,566
502
Non -Exempt
Chemist
1
$ 48.06
1
$
49.98
2
$ 50.59
2
$ 52.61
3
$ 53.25
3
$ 55.38
4
$ 56.05
4
$ 58.29
5
$ 59.00
$ 10,227 $ 122,720
5
$ 61.36
$ 10,636 $
127,629
1
$ 51.95
1
$
54.04
Item 4: Staff Report Pg. 7 Packet Pg. 42 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
239
Non -Exempt
Chf Inspec WGW
2
$ 54.68
2
$
56.88
3
$ 57.56
3
$ 59.87
4
$ 60.59
4
$ 63.02
5
$ 63.78
$ 11,055 $ 132,662
5
$ 66.34
$ 11,499 $
137,987
301
Non -Exempt
Code Enforcement Off
1
$ 46.66
1
$
48.53
2
$ 49.12
2
$ 51.08
3
$ 51.70
3
$ 53.77
4
$ 54.42
4
$ 56.60
5
$ 57.28
$ 9,929 $ 119,142
5
$ 59.58
$ 10,327 $
123,926
560
Non -Exempt
Code Enforcement Off - L
1
$ 49.91
1
$
51.90
2
$ 52.54
2
$ 54.63
3
$ 55.30
3
$ 57.51
4
$ 58.21
4
$ 60.54
5
$ 61.27
$ 10,620 $ 127,442
5
$ 63.73
$ 11,047 $
132,558
306
Non -Exempt
Comm Tech
1
$ 46.35
1
$
48.21
2
$ 48.79
2
$ 50.75
3
$ 51.36
3
$ 53.42
4
$ 54.06
4
$ 56.23
5
$ 56.91
$ 9,864 $ 118,373
5
$ 59.19
$ 10,260 $
123,115
702
Non -Exempt
Community Sery Offcr
1
$ 35.16
1
$
36.58
2
$ 37.01
2
$ 38.50
3
$ 38.96
3
$ 40.53
4
$ 41.01
4
$ 42.66
5
$ 43.17
$ 7,483 $ 89,794
5
$ 44.90
$ 7,783 $
93,392
320
Non -Exempt
Community Service Officer - Lead
1
$ 37.60
1
$
39.10
2
$ 39.58
2
$ 41.16
3
$ 41.66
3
$ 43.33
4
$ 43.85
4
$ 45.61
5
$ 46.16
$ 8,001 $ 96,013
5
$ 48.01
$ 8,322 $
99,861
341
Non -Exempt
Coor Trans Sys Mgmt
1
$ 48.43
1
$
50.36
2
$ 50.98
2
$ 53.01
3
$ 53.66
3
$ 55.80
4
$ 56.48
4
$ 58.74
5
$ 59.45
$ 10,305 $ 123,656
5
$ 61.83
$ 10,717 $
128,606
3410
Non -Exempt
Coor Trans Sys Mgmt - S
1
$ 48.43
1
$
50.36
2
$ 50.98
2
$ 53.01
3
$ 53.66
3
$ 55.80
4
$ 56.48
4
$ 58.74
5
$ 59.45
$ 10,305 $ 123,656
5
$ 61.83
$10,7171$_128,606
Item 4: Staff Report Pg. 8 Packet Pg. 43 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
255
Non -Exempt
Coord Library Prog
1
$ 46.36
1
$ 48.22
2
$ 48.80
2
$ 50.76
3
$ 51.37
3
$ 53.43
4
$ 54.07
4
$ 56.24
5
$ 56.92
$ 9,866 $ 118,394
5
$ 59.20
$ 10,261 $
123,136
342
Non -Exempt
Coord Pub Wks Proj
1
$ 46.02
1
$ 47.85
2
$ 48.44
2
$ 50.37
3
$ 50.99
3
$ 53.02
4
$ 53.67
4
$ 55.81
5
$ 56.49
$ 9,792 $ 117,499
5
$ 58.75
$ 10,183 $
122,200
317
Non -Exempt
Coord Rec Prog
1
$ 39.52
1
$ 41.11
2
$ 41.60
2
$ 43.27
3
$ 43.79
3
$ 45.55
4
$ 46.09
4
$ 47.95
5
$ 48.52
$ 8,410 $ 100,922
5
$ 50.47
$ 8,748 $
104,978
344
Non -Exempt
Coord Utility Proj
1
$ 49.69
1
$ 51.68
2
$ 52.30
2
$ 54.40
3
$ 55.05
3
$ 57.26
4
$ 57.95
4
$ 60.27
5
$ 61.00
$ 10,573 $ 126,880
5
$ 63.44
$ 10,996 $
131,955
3440
Non -Exempt
Coord Utility Proj - S
1
$ 49.69
1
$ 51.68
2
$ 52.30
2
$ 54.40
3
$ 55.05
3
$ 57.26
4
$ 57.95
4
$ 60.27
5
$ 61.00
$ 10,573 $ 126,880
5
$ 63.44
$ 10,996 $
131,955
242
Non -Exempt
Coord Zero Waste
1
$ 44.16
1
$ 45.93
2
$ 46.48
2
$ 48.35
3
$ 48.93
3
$ 50.89
4
$ 51.51
4
$ 53.57
5
$ 54.22
$ 9,398 Is 112,778
5
$ 56.39
$ 9,774 $
117,291
205
Non -Exempt
Court Liaison Officer
1
$ 45.76
1
$ 47.59
2
$ 48.17
2
$ 50.09
3
$ 50.70
3
$ 52.73
4
$ 53.37
4
$ 55.51
5
$ 56.18
$ 9,738 $ 116,854
5
$ 58.43
$ 10,128 $
121,534
214
Non -Exempt
Crime Analyst
1
$ 45.76
1
$ 47.59
2
$ 48.17
2
$ 50.09
3
$ 50.70
3
$ 52.73
4
$ 53.37
4
$ 55.51
Item 4: Staff Report Pg. 9 1 Packet Pg. 44 of 435
()
PALO
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023 - 2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
5
$ 56.18
$ 9,738
$ 116,854
5
$ 58.43
$
10,128
$ 121,534
415
Non -Exempt
Cust Sry Specialist -L
1
$ 38.69
1
$ 40.25
2
$ 40.73
2
$ 42.37
3
$ 42.87
3
$ 44.60
4
$ 45.13
4
$ 46.95
5
$ 47.51
$ 8,235 $ 98,821
5
$ 49.42
$ 8,566 $
102,794
218
Non -Exempt
Cust Svc Represent
1
$ 32.92
1
$ 34.23
2
$ 34.65
2
$ 36.03
3
$ 36.47
3
$ 37.93
4
$ 38.39
4
$ 39.93
5
$ 40.41
$ 7,004 $ 84,053
5
$ 42.03
$ 7,285 $
87,422
217
Non -Exempt
Oust Svc Spec
1
$ 36.20
1
$ 37.64
2
$ 38.10
2
$ 39.62
3
$ 40.10
3
$ 41.71
4
$ 42.21
4
$ 43.90
5
$ 44.43
$ 7,701 $ 92,414
5
$ 46.21
$ 8,010 $
96,117
260
Non -Exempt
Desktop Technician
1
$ 44.86
1
$ 46.66
2
$ 47.22
2
$ 49.12
3
$ 49.71
3
$ 51.71
4
$ 52.33
4
$ 54.43
5
$ 55.08
$ 9,547 $ 114,566
5
$ 57.29
$ 9,930 $
119,163
514
Non -Exempt
Development Project Coordinator I
1
$ 37.31
1
$ 38.82
2
$ 39.27
2
$ 40.86
3
$ 41.34
3
$ 43.01
4
$ 43.52
4
$ 45.27
5
$ 45.81
$ 7,940 $ 95,285
5
$ 47.65
$ 8,259 $
99,112
515
Non -Exempt
Development Project Coordinator II
1
$ 42.39
1
$ 44.09
2
$ 44.62
2
$ 46.41
3
$ 46.97
3
$ 48.85
4
$ 49.44
4
$ 51.42
5
$ 52.04
$ 9,020 $ 108,243
5
$ 54.13
$ 9,383 $
112,590
516
Non -Exempt
Development Project Coordinator III
1
$ 46.75
1
$ 48.63
2
$ 49.21
2
$ 51.19
3
$ 51.80
3
$ 53.88
4
$ 54.53
4
$ 56.72
5
$ 57.40
$ 9,949 $ 119,392
5
$ 59.70
$ 10,348 $
124,176
533
Non -Exempt
Elec Asst I
1
$ 42.05
1
$ 43.74
2
$ 44.26
2
$ 46.04
3
$ 46.59
3
$ 48.46
Item 4: Staff Report Pg. 10 Packet Pg. 45 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
4
$ 49.04
4
$ 51.01
5
$ 51.62
$ 8,947 $ 107,370
5
$ 53.69
$ 9,306 $
111,675
267
Non -Exempt
Elec Undgd Inspec
1
$ 52.96
1
$ 55.09
2
$ 55.75
2
$ 57.99
3
$ 58.68
3
$ 61.04
4
$ 61.77
4
$ 64.25
5
$ 65.02
$ 11,270 $ 135,242
5
$ 67.63
$ 11,723 $
140,670
345
Non -Exempt
Electric Project Engineer
1
$ 73.81
1
$ 76.76
2
$ 77.69
2
$ 80.80
3
$ 81.78
3
$ 85.05
4
$ 86.08
4
$ 89.53
5
$ 90.61
$ 15,706 $ 188,469
5
$ 94.24
$ 16,335 $
196,019
3450
Non -Exempt
Electric Project Engineer - S
1
$ 73.81
1
$ 76.76
2
$ 77.69
2
$ 80.80
3
$ 81.78
3
$ 85.05
4
$ 86.08
4
$ 89.53
5
$ 90.61
$ 15,706 $ 188,469
5
$ 94.24
$ 16,335 $
196,019
292
Non -Exempt
Electric Underground Inspector - Lead
1
$ 56.63
1
$ 58.91
2
$ 59.61
2
$ 62.01
3
$ 62.75
3
$ 65.27
4
$ 66.05
4
$ 68.70
5
$ 69.53
$ 12,052 $ 144,622
5
$ 72.32
$ 12,535 $
150,426
527
Non -Exempt
Electrical Equipment Tech
1
$ 54.11
1
$ 56.29
2
$ 56.96
2
$ 59.25
3
$ 59.96
3
$ 62.37
4
$ 63.12
4
$ 65.65
5
$ 66.44
$ 11,516 $ 138,195
5
$ 69.10
$ 11,977 $
143,728
530
Non -Exempt
Electrician
1
$ 51.31
1
$ 53.35
2
$ 54.01
2
$ 56.16
3
$ 56.85
3
$ 59.12
4
$ 59.84
4
$ 62.23
5
$ 62.99
$ 10,918 $ 131,019
5
$ 65.51
$ 11,355 $
136,261
529
Non -Exempt
Electrician-Appren
1
$ 48.57
1
$ 50.51
2
$ 51.13
2
$ 53.17
3
$ 53.82
3
$ 55.97
4
$ 56.65
4
$ 58.92
5
$ 59.63
$ 10,336 $ 124,030
5
$ 62.02
$ 10,750 $
129,002
1
$ 54.95
1
$ 57.13
2
$ 57.84
2
$ 60.14
Item 4: Staff Report Pg. 11 Packet Pg. 46 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
535
Non -Exempt
Electrician -Lead
3
$ 60.88
3
$
63.31
4
$ 64.08
4
$ 66.64
5
$ 67.45
$ 11,691 $ 140,296
5
$ 70.15
$ 12,159 $
145,912
399
Non -Exempt
Emergency Med Svs Data Specialist
1
$ 36.27
1
$
37.73
2
$ 38.18
2
$ 39.72
3
$ 40.19
3
$ 41.81
4
$ 42.31
4
$ 44.01
5
$ 44.54
$ 7,720 $ 92,643
5
$ 46.33
$ 8,031 $
96,366
311
Non -Exempt
Eng Tech I
1
$ 36.16
1
$
37.61
2
$ 38.06
2
$ 39.59
3
$ 40.06
3
$ 41.67
4
$ 42.17
4
$ 43.86
5
$ 44.39
$ 7,694 $ 92,331
5
$ 46.17
$ 8,003 $
96,034
332
Non -Exempt
Engineer
1
$ 65.18
1
$
67.79
2
$ 68.61
2
$ 71.36
3
$ 72.22
3
$ 75.12
4
$ 76.02
4
$ 79.07
5
$ 80.02
$ 13,870 $ 166,442
5
$ 83.23
$ 14,427 $
173,118
323
Non -Exempt
Engr Tech II
1
$ 39.11
1
$
40.69
2
$ 41.17
2
$ 42.83
3
$ 43.34
3
$ 45.08
4
$ 45.62
4
$ 47.45
5
$ 48.02
$ 8,323 $ 99,882
5
$ 49.95
$ 8,658 $
103,896
319
Non -Exempt
Engr Tech III
1
$ 43.68
1
$
45.43
2
$ 45.98
2
$ 47.82
3
$ 48.40
3
$ 50.34
4
$ 50.95
4
$ 52.99
5
$ 53.63
$ 9,296 $ 111,550
5
$ 55.78
$ 9,669 $
116,022
257
Non -Exempt
Environmental Spec
1
$ 53.45
1
$
55.59
2
$ 56.26
2
$ 58.52
3
$ 59.22
3
$ 61.60
4
$ 62.34
4
$ 64.84
5
$ 65.62
$ 11,374 $ 136,490
5
$ 68.25
$ 11,830 $
141,960
211
Non -Exempt
Equip Maint Sery Per
1
$ 30.67
1
$
31.89
2
$ 32.28
2
$ 33.57
3
$ 33.98
3
$ 35.34
4
$ 35.77
4
$ 37.20
5
$ 37.65
$ 6,526 $ 78,312
5
$ 39.16
$ 6,788 $
81,453
1
$ 39.55
1
$
41.14
Item 4: Staff Report Pg. 12 Packet Pg. 47 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
396
Non -Exempt
Equip Operator
2
$ 41.63
2
$ 43.30
3
$ 43.82
3
$ 45.58
4
$ 46.13
4
$ 47.98
5
$ 48.56
$ 8,417 $ 101,005
5
$ 50.51
$ 8,755 $
105,061
397
Non -Exempt
Equip Operator - Lead
1
$ 42.32
1
$ 44.01
2
$ 44.55
2
$ 46.33
3
$ 46.89
3
$ 48.77
4
$ 49.36
4
$ 51.34
5
$ 51.96
$ 9,006 $ 108,077
5
$ 54.04
$ 9,367 $
112,403
250
Non -Exempt
Equip Parts Tech
1
$ 34.63
1
$ 36.02
2
$ 36.45
2
$ 37.92
3
$ 38.37
3
$ 39.92
4
$ 40.39
4
$ 42.02
5
$ 42.52
$ 7,370 $ 88,442
5
$ 44.23
$ 7,667 $
91,998
203
Non -Exempt
Facilities Asst
1
$ 30.96
1
$ 32.19
2
$ 32.59
2
$ 33.88
3
$ 34.30
3
$ 35.66
4
$ 36.10
4
$ 37.54
5
$ 38.00
$ 6,587 $ 79,040
5
$ 39.52
$ 6,850 $
82,202
374
Non -Exempt
Facilities Carpenter
1
$ 41.93
1
$ 43.60
2
$ 44.14
2
$ 45.89
3
$ 46.46
3
$ 48.31
4
$ 48.90
4
$ 50.85
5
$ 51.47
$ 8,921 $ 107,058
5
$ 53.53
$ 9,279 $
111,342
375
Non -Exempt
Facilities Elect
1
$ 42.52
1
$ 44.23
2
$ 44.76
2
$ 46.56
3
$ 47.12
3
$ 49.01
4
$ 49.60
4
$ 51.59
5
$ 52.21
$ 9,050 $ 108,597
5
$ 54.30
$ 9,412 $
112,944
373
Non -Exempt
Facilities Maint-L
1
$ 54.90
1
$ 57.10
2
$ 57.79
2
$ 60.11
3
$ 60.83
3
$ 63.27
4
$ 64.03
4
$ 66.60
5
$ 67.40
$ 11,683 $ 140,192
5
$ 70.10
$12,1511$_145,808
377
Non -Exempt
Facilities Painter
1
$ 40.34
1
$ 41.95
2
$ 42.46
2
$ 44.16
3
$ 44.69
3
$ 46.48
4
$ 47.04
4
$ 48.93
5
$ 49.52
$ 8,583 $ 103,002
5
$ 51.51
$ 8,928 1$
107,141
Item 4: Staff Report Pg. 13 Packet Pg. 48 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
376
Non -Exempt
Facilities Tech
1
$ 41.93
1
$ 43.60
2
$ 44.14
2
$ 45.89
3
$ 46.46
3
$ 48.31
4
$ 48.90
4
$ 50.85
5
$ 51.47
$ 8,921 $ 107,058
5
$ 53.53
$ 9,279 $
111,342
462
Non -Exempt
Field Service Pers WGW
1
$ 39.47
1
$ 41.06
2
$ 41.55
2
$ 43.22
3
$ 43.74
3
$ 45.49
4
$ 46.04
4
$ 47.88
5
$ 48.46
$ 8,400 $ 100,797
5
$ 50.40
$ 8,736 $
104,832
383
Non -Exempt
Fleet Svcs Coord
1
$ 41.24
1
$ 42.88
2
$ 43.41
2
$ 45.14
3
$ 45.69
3
$ 47.52
4
$ 48.09
4
$ 50.02
5
$ 50.62
$ 8,774 $ 105,290
5
$ 52.65
$ 9,126 $
109,512
329
Non -Exempt
Forensic Coordinator
1
$ 50.93
2
$ 53.61
3
$ 56.43
4
$ 59.40
5
$ 62.53
$ 10,839 $
130,062
328
Non -Exempt
Forensic Specialist
1
$ 47.59
2
$ 50.09
3
$ 52.73
4
$ 55.51
5
$ 58.43
$ 10,128 $
121,534
419
Non -Exempt
Assistant Gas Measurement and Control Technician
1
$ 44.92
1
$ 46.72
2
$ 47.28
2
$ 49.18
3
$ 49.77
3
$ 51.77
4
$ 52.39
4
$ 54.49
5
$ 55.15
$ 9,559 $ 114,712
5
$ 57.36
$ 9,942 $
119,309
418
Non -Exempt
Gas Measurement and Control Technician
1
$ 47.17
1
$ 49.06
2
$ 49.65
2
$ 51.64
3
$ 52.26
3
$ 54.36
4
$ 55.01
4
$ 57.22
5
$ 57.91
$ 10,038 $ 120,453
5
$ 60.23
$ 10,440 $
125,278
417
Non -Exempt
Assistant Gas and Water Measurement and Control
Technician
1
$ 47.18
1
$ 49.07
2
$ 49.66
2
$ 51.65
3
$ 52.27
3
$ 54.37
4
$ 55.02
4
$ 57.23
5
$ 57.92
$ 10,039 $ 120,474
5
$ 60.24
$ 10,442 $
125,299
416
Non -Exempt
1 $ 49.54
2 $ 52.15
Gas and Water Measurement and Control Technician 3 $ 54.89
4 $ 57.78
Item 4: Staff Report Pg. 14
< 1 ? SnF
1
2
3
4
$ 51.54
$ 54.25
$ 57.10
$ 60.10
Packet Pg. 49 of 435
$ 131,581
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023 - 2024 (FY25)
Job Code FLSA Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step Rate Monthly Annual Step Rate Monthly Annual
1 $ 55.79 1 $ 58.03
2 $ 58.73 2 $ 61.08
I 398 Non -Exempt Geographic Inform Syst Specialist 3 $ 61.82 3 $ 64.29
4 $ 65.07 4 $ 67.67
Item 4: Staff Report Pg. 15 1 Packet Pg. 50 of 435
()
PALO
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023 - 2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
5
$ 68.49
$ 11,872
$ 142,459
5
$ 71.23
$
12,347
$ 148,158
390
Non -Exempt
Heavy Equip Oper
1
$ 47.34
1
$ 49.24
2
$ 49.83
2
$ 51.83
3
$ 52.45
3
$ 54.56
4
$ 55.21
4
$ 57.43
5
$ 58.12
$ 10,074 $ 120,890
5
$ 60.45
$ 10,478 $
125,736
391
Non -Exempt
Heavy Equip Oper-L
1
$ 50.62
1
$ 52.64
2
$ 53.28
2
$ 55.41
3
$ 56.08
3
$ 58.33
4
$ 59.03
4
$ 61.40
5
$ 62.14
$ 10,771 $ 129,251
5
$ 64.63
$ 11,203 $
134,430
571
Non -Exempt
Electric Heavy Equip Oper
1
$ 50.27
1
$ 52.29
2
$ 52.92
2
$ 55.04
3
$ 55.71
3
$ 57.94
4
$ 58.64
4
$ 60.99
5
$ 61.73
$ 10,700 $ 128,398
5
$ 64.20
$ 11,128 $
133,536
572
Non -Exempt
WGW Heavy Equip Oper
1
$ 46.93
1
$ 48.81
2
$ 49.40
2
$ 51.38
3
$ 52.00
3
$ 54.08
4
$ 54.74
4
$ 56.93
5
$ 57.62
$ 9,987 $ 119,850
5
$ 59.93
$ 10,388 $
124,654
508
Non -Exempt
Ind Waste Inspec
1
$ 44.91
1
$ 46.71
2
$ 47.27
2
$ 49.17
3
$ 49.76
3
$ 51.76
4
$ 52.38
4
$ 54.48
5
$ 55.14
$ 9,558 $ 114,691
5
$ 57.35
$ 9,941 $
119,288
258
Non -Exempt
Ind Waste Invtgtr
1
$ 50.45
1
$ 52.48
2
$ 53.11
2
$ 55.24
3
$ 55.91
3
$ 58.15
4
$ 58.85
4
$ 61.21
5
$ 61.95
$ 10,738 $ 128,856
5
$ 64.43
$ 11,168 $
134,014
365
Non -Exempt
Industrial Waste Technician
1
$ 40.56
1
$ 42.18
2
$ 42.69
2
$ 44.40
3
$ 44.94
3
$ 46.74
4
$ 47.30
4
$ 49.20
5
$ 49.79
$ 8,630 1$ 103,563
5
$ 51.79
$ 8,977 1$
107,723
227
Non -Exempt
Inspector, Field Svc
1
$ 46.90
1
$ 48.79
2
$ 49.37
2
$ 51.36
3
$ 51.97
3
$ 54.06
Item 4: Staff Report Pg. 16 Packet Pg. 51 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
4
$ 54.70
4
$ 56.90
5
$ 57.58
$ 9,981 $ 119,766
5
$ 59.89
$ 10,381 $
124,571
308
Non -Exempt
Instrum Elec
1
$ 48.38
1
$ 50.32
2
$ 50.93
2
$ 52.97
3
$ 53.61
3
$ 55.76
4
$ 56.43
4
$ 58.69
5
$ 59.40
$ 10,296 $ 123,552
5
$ 61.78
$ 10,709 $
128,502
293
Non -Exempt
Educator
1
$ 35.35
1
$ 36.77
2
$ 37.21
2
$ 38.70
3
$ 39.17
3
$ 40.74
4
$ 41.23
4
$ 42.88
5
$ 43.40
$ 7,523 $ 90,272
5
$ 45.14
$ 7,824 $
93,891
503
Non -Exempt
Laboratory Tech Wqc
1
$ 42.99
1
$ 44.72
2
$ 45.25
2
$ 47.07
3
$ 47.63
3
$ 49.55
4
$ 50.14
4
$ 52.16
5
$ 52.78
$ 9,149 $ 109,782
5
$ 54.90
$ 9,516 $
114,192
413
Non -Exempt
Landfill Technician
1
$ 47.62
1
$ 49.53
2
$ 50.13
2
$ 52.14
3
$ 52.77
3
$ 54.88
4
$ 55.55
4
$ 57.77
5
$ 58.47
$ 10,135 $ 121,618
5
$ 60.81
$ 10,540 $
126,485
254
Non -Exempt
Librarian
1
$ 37.44
1
$ 38.93
2
$ 39.41
2
$ 40.98
3
$ 41.48
3
$ 43.14
4
$ 43.66
4
$ 45.41
5
$ 45.96
$ 7,966 $ 95,597
5
$ 47.80
$ 8,285 $
99,424
252
Non -Exempt
Library Associate
1
$ 34.33
1
$ 35.71
2
$ 36.14
2
$ 37.59
3
$ 38.04
3
$ 39.57
4
$ 40.04
4
$ 41.65
5
$ 42.15
$ 7,306 $ 87,672
5
$ 43.84
$ 7,599 $
91,187
253
Non -Exempt
Library Specialist
1
$ 32.49
1
$ 33.79
2
$ 34.20
2
$ 35.57
3
$ 36.00
3
$ 37.44
4
$ 37.89
4
$ 39.41
5
$ 39.88
$ 6,913 $ 82,950
5
$ 41.48
$ 7,190 1$
86,278
1
$ 72.85
1
$ 75.76
2
$ 76.68
2
$ 79.75
Item 4: Staff Report Pg. 17 Packet Pg. 52 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
541
Non -Exempt
Lineper/Cable Spl
3
$ 80.72
3
$
83.95
4
$ 84.97
4
$ 88.37
5
$ 89.44
$ 15,503 $ 186,035
5
$ 93.02
$ 16,123 $
193,482
542
Non -Exempt
Lineper/Cable Spl-L
1
$ 77.95
1
$
81.06
2
$ 82.05
2
$ 85.33
3
$ 86.37
3
$ 89.82
4
$ 90.92
4
$ 94.55
5
$ 95.70
$ 16,588 $ 199,056
5
$ 99.53
$ 17,252 $
207,022
531
Non -Exempt
Lineperson/Cable Spl-T
1
$ 69.39
1
$
72.16
2
$ 73.04
2
$ 75.96
3
$ 76.88
3
$ 79.96
4
$ 80.93
4
$ 84.17
5
$ 85.19
$ 14,766 $ 177,195
5
$ 88.60
$ 15,357 $
184,288
532
Non -Exempt
Lineperson/Cable Spl-TL
1
$ 74.20
1
$
77.18
2
$ 78.11
2
$ 81.24
3
$ 82.22
3
$ 85.52
4
$ 86.55
4
$ 90.02
5
$ 91.11
$ 15,792 $ 189,509
5
$ 94.76
$ 16,425 $
197,101
528
Non -Exempt
Lnper/Cbl Spl-Appren
1
$ 62.59
1
$
65.08
2
$ 65.88
2
$ 68.51
3
$ 69.35
3
$ 72.12
4
$ 73.00
4
$ 75.92
5
$ 76.84
$ 13,319 $ 159,827
5
$ 79.92
$ 13,853 $
166,234
213
Non -Exempt
Mailing Svcs Spec
1
$ 26.51
1
$
27.58
2
$ 27.90
2
$ 29.03
3
$ 29.37
3
$ 30.56
4
$ 30.92
4
$ 32.17
5
$ 32.55
$ 5,642 $ 67,704
5
$ 33.86
$ 5,869 $
70,429
291
Non -Exempt
Maintenance Mechanic -Welding
1
$ 47.43
1
$
49.33
2
$ 49.93
2
$ 51.93
3
$ 52.56
3
$ 54.66
4
$ 55.33
4
$ 57.54
5
$ 58.24
$ 10,095 $ 121,139
5
$ 60.57
$ 10,499 $
125,986
346
Non -Exempt
Management Assistant
1
$ 39.42
1
$
40.99
2
$ 41.49
2
$ 43.15
3
$ 43.67
3
$ 45.42
4
$ 45.97
4
$ 47.81
5
$ 48.39
$ 8,388 $ 100,651
5
$ 50.33
$ 8,724 $
104,686
1
$ 39.42
1
$
40.99
Item 4: Staff Report Pg. 18 1 Packet Pg. 53 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
3460
Non -Exempt
Management Assistant - S
2
$ 41.49
2
$ 43.15
3
$ 43.67
3
$ 45.42
4
$ 45.97
4
$ 47.81
5
$ 48.39
$ 8,388 $ 100,651
5
$ 50.33
$ 8,724 $
104,686
216
Non -Exempt
Marketing Eng
1
$ 65.18
1
$ 67.79
2
$ 68.61
2
$ 71.36
3
$ 72.22
3
$ 75.12
4
$ 76.02
4
$ 79.07
5
$ 80.02
$ 13,870 $ 166,442
5
$ 83.23
$ 14,427 $
173,118
241
Non -Exempt
Meter Reader
1
$ 33.98
1
$ 35.34
2
$ 35.77
2
$ 37.20
3
$ 37.65
3
$ 39.16
4
$ 39.63
4
$ 41.22
5
$ 41.72
$ 7,231 $ 86,778
5
$ 43.39
$ 7,521 $
90,251
240
Non -Exempt
Meter Reader -Lead
1
$ 36.37
1
$ 37.82
2
$ 38.28
2
$ 39.81
3
$ 40.29
3
$ 41.90
4
$ 42.41
4
$ 44.11
5
$ 44.64
$ 7,738 $ 92,851
5
$ 46.43
$ 8,048 $
96,574
369
Non -Exempt
Meter Shop Lead
1
$ 40.00
1
$ 41.61
2
$ 42.11
2
$ 43.80
3
$ 44.33
3
$ 46.11
4
$ 46.66
4
$ 48.54
5
$ 49.12
$ 8,514 $ 102,170
5
$ 51.09
$ 8,856 $
106,267
552
Non -Exempt
Metering Technician
1
$ 63.12
1
$ 65.64
2
$ 66.44
2
$ 69.09
3
$ 69.94
3
$ 72.73
4
$ 73.62
4
$ 76.56
5
$ 77.49
$ 13,432 $ 161,179
5
$ 80.59
$ 13,969 $
167,627
553
Non -Exempt
Metering Technician - Lead
1
$ 67.55
1
$ 70.25
2
$ 71.10
2
$ 73.95
3
$ 74.84
3
$ 77.84
4
$ 78.78
4
$ 81.94
5
$ 82.93
$ 14,375 $ 172,494
5
$ 86.25
$ 14,950 $
179,400
384
Non -Exempt
Mobile Service Tech
1
$ 45.72
1
$ 47.57
2
$ 48.13
2
$ 50.07
3
$ 50.66
3
$ 52.70
4
$ 53.33
4
$ 55.47
5
$ 56.14
$ 9,731 $ 116,771
5
$ 58.39
$10,1211$_121,451
Item 4: Staff Report Pg. 19 Packet Pg. 54 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023 - 2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
381
Non -Exempt
Motor Equip Mech-L
1
$ 46.60
1
$ 48.47
2
$ 49.05
2
$ 51.02
3
$ 51.63
3
$ 53.70
4
$ 54.35
4
$ 56.53
5
$ 57.21
$ 9,916 $ 118,997
5
$ 59.50
$ 10,313 $
123,760
286
Non -Exempt
Motor Equipment Mechanic I
1
$ 40.35
1
$ 41.96
2
$ 42.47
2
$ 44.17
3
$ 44.70
3
$ 46.49
4
$ 47.05
4
$ 48.94
5
$ 49.53
$ 8,585 $ 103,022
5
$ 51.52
$ 8,930 $
107,162
287
Non -Exempt
Motor Equipment Mechanic 11
1
$ 43.58
1
$ 45.32
2
$ 45.87
2
$ 47.70
3
$ 48.28
3
$ 50.21
4
$ 50.82
4
$ 52.85
5
$ 53.49
$ 9,272 $ 111,259
5
$ 55.63
$ 9,643 $
115,710
230
Non -Exempt
Offset Equip Op
1
$ 30.06
1
$ 31.27
2
$ 31.64
2
$ 32.92
3
$ 33.31
3
$ 34.65
4
$ 35.06
4
$ 36.47
5
$ 36.91
$ 6,398 $ 76,773
5
$ 38.39
$ 6,654 $
79,851
543
Non -Exempt
Overhead Underground Troubleman
1
$ 76.51
1
$ 79.58
2
$ 80.54
2
$ 83.77
3
$ 84.78
3
$ 88.18
4
$ 89.24
4
$ 92.82
5
$ 93.94
$ 16,283 $ 195,395
5
$ 97.70
$ 16, 335 $
203,216
452
Non -Exempt
Park Maint - Lead
1
$ 40.49
1
$ 42.10
2
$ 42.62
2
$ 44.32
3
$ 44.86
3
$ 46.65
4
$ 47.22
4
$ 49.11
5
$ 49.70
$ 8,615 $ 103,376
5
$ 51.69
$ 8,960 $
107,515
451
Non -Exempt
Park Maint Person
1
$ 34.93
1
$ 36.33
2
$ 36.77
2
$ 38.24
3
$ 38.70
3
$ 40.25
4
$ 40.74
4
$ 42.37
5
$ 42.88
$ 7,433 $ 89,190
5
$ 44.60
$ 7,731 $
92,768
281
Non -Exempt
Park Ranger
1
$ 37.55
1
$ 39.06
2
$ 39.53
2
$ 41.12
3
$ 41.61
3
$ 43.28
4
$ 43.80
4
$ 45.56
Item 4: Staff Report Pg. 20 Packet Pg. 55 of 435
()
PALO
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023 - 2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
5
$ 46.11
$ 7,992
$ 95,909
5
$ 47.96
$
8,313
$ 99,757
570
Non -Exempt
Parking Operations Lead
1
$ 59.55
1
$ 61.94
2
$ 62.68
2
$ 65.20
3
$ 65.98
3
$ 68.63
4
$ 69.45
4
$ 72.24
5
$ 73.11
$ 12,672 $ 152,069
5
$ 76.04
$ 13,180 $
158,163
460
Non -Exempt
Parks/Golf Crew -Lead
1
$ 37.99
1
$ 39.51
2
$ 39.99
2
$ 41.59
3
$ 42.09
3
$ 43.78
4
$ 44.31
4
$ 46.08
5
$ 46.64
$ 8,084 $ 97,011
5
$ 48.51
$ 8,408 $
100,901
348
Non -Exempt
Payroll Analyst
1
$ 41.78
1
$ 43.45
2
$ 43.98
2
$ 45.74
3
$ 46.29
3
$ 48.15
4
$ 48.73
4
$ 50.68
5
$ 51.29
$ 8,890 $ 106,683
5
$ 53.35
$ 9, 447 $
110,968
3480
Non -Exempt
Payroll Analyst - S
1
$ 41.78
1
$ 43.45
2
$ 43.98
2
$ 45.74
3
$ 46.29
3
$ 48.15
4
$ 48.73
4
$ 50.68
5
$ 51.29
$ 8,890 $ 106,683
5
$ 53.35
$ 9,247 $
110,968
352
Non -Exempt
Planner
1
$ 49.61
1
$ 51.59
2
$ 52.22
2
$ 54.31
3
$ 54.97
3
$ 57.17
4
$ 57.86
4
$ 60.18
5
$ 60.91
$ 10,558 $ 126,693
5
$ 63.35
$ 10,981 $
131,768
347
Non -Exempt
Planning Arborist
1
$ 56.81
1
$ 59.08
2
$ 59.80
2
$ 62.19
3
$ 62.95
3
$ 65.46
4
$ 66.26
4
$ 68.91
5
$ 69.75
$ 12,090 $ 145,080
5
$ 72.54
$ 12,574 $
150,883
3470
Non -Exempt
Planning Arborist - S
1
$ 56.81
1
$ 59.08
2
$ 59.80
2
$ 62.19
3
$ 62.95
3
$ 65.46
4
$ 66.26
4
$ 68.91
5
$ 69.75
$ 12,090 $ 145,080
5
$ 72.54
$ 12,574 $
150,883
304
Non -Exempt
Plans Check Engr
1
$ 63.30
1
$ 65.84
2
$ 66.63
2
$ 69.30
3
$ 70.14
3
$ 72.95
Item 4: Staff Report Pg. 21 Packet Pg. 56 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023 - 2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
4
$ 73.83
4
$ 76.79
5
$ 77.72
$ 13,471 $ 161,658
5
$ 80.83
$ 14,011 $
168,126
513
Non -Exempt
Plans Examiner
1
$ 49.29
1
$ 51.26
2
$ 51.88
2
$ 53.96
3
$ 54.61
3
$ 56.80
4
$ 57.48
4
$ 59.79
5
$ 60.51
$ 10,488 $ 125,861
5
$ 62.94
$ 10,910 $
130,915
517
Non -Exempt
Plant Mechanic
1
$ 44.76
1
$ 46.56
2
$ 47.12
2
$ 49.01
3
$ 49.60
3
$ 51.59
4
$ 52.21
4
$ 54.30
5
$ 54.96
$ 9,526 $ 114,317
5
$ 57.16
$ 9,908 $
118,893
321
Non -Exempt
Police Records Specialist - Lead
1
$ 36.40
1
$ 37.86
2
$ 38.32
2
$ 39.85
3
$ 40.34
3
$ 41.95
4
$ 42.46
4
$ 44.16
5
$ 44.69
$ 7,746 $ 92,955
5
$ 46.48
$ 8,057 $
96,678
313
Non -Exempt
Police Records Specialist I
1
$ 32.34
1
$ 33.64
2
$ 34.04
2
$ 35.41
3
$ 35.83
3
$ 37.27
4
$ 37.72
4
$ 39.23
5
$ 39.70
$ 6,881 $ 82,576
5
$ 41.29
$ 7,157 $
85,883
314
Non -Exempt
Police Records Specialist II
1
$ 34.03
1
$ 35.40
2
$ 35.82
2
$ 37.26
3
$ 37.70
3
$ 39.22
4
$ 39.68
4
$ 41.28
5
$ 41.77
$ 7,240 $ 86,882
5
$ 43.45
$ 7,531 $
90,376
246
Non -Exempt
Power Engr
1
$ 69.59
1
$ 72.38
2
$ 73.25
2
$ 76.19
3
$ 77.11
3
$ 80.20
4
$ 81.17
4
$ 84.42
5
$ 85.44
$ 14,810 $ 177,715
5
$ 88.86
$ 15,402 $
184,829
270
Non -Exempt
Prod Arts/Sci Prog
1
$ 42.85
1
$ 44.56
2
$ 45.11
2
$ 46.91
3
$ 47.48
3
$ 49.38
4
$ 49.98
4
$ 51.98
5
$ 52.61
$ 9,119 $ 109,429
5
$ 54.72
$ 9,485 $
113,818
1
$ 53.69
1
$ 55.84
2
$ 56.52
2
$ 58.78
Item 4: Staff Report Pg. 22 Packet Pg. 57 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
232
Non -Exempt
Prog-Analyst
3
$ 59.49
3
$
61.87
4
$ 62.62
4
$ 65.13
5
$ 65.92
$ 11,426 $ 137,114
5
$ 68.56
$ 11,884 $
142,605
265
Non -Exempt
Program Assistant
1
$ 32.40
1
$
33.70
2
$ 34.10
2
$ 35.47
3
$ 35.89
3
$ 37.34
4
$ 37.78
4
$ 39.30
5
$ 39.77
$ 6,893 $ 82,722
5
$ 41.37
$ 7,171 $
86,050
302
Non -Exempt
Program Assistant I
1
$ 34.34
1
$
35.72
2
$ 36.15
2
$ 37.60
3
$ 38.05
3
$ 39.58
4
$ 40.05
4
$ 41.66
5
$ 42.16
$ 7,308 $ 87,693
5
$ 43.85
$ 7,601 $
91,208
303
Non -Exempt
Program Assistant II
1
$ 36.91
1
$
38.38
2
$ 38.85
2
$ 40.40
3
$ 40.89
3
$ 42.53
4
$ 43.04
4
$ 44.77
5
$ 45.31
$ 7,854 $ 94,245
5
$ 47.13
$ 8,169 $
98,030
368
Non -Exempt
Program Coordinator
1
$ 36.98
1
$
38.48
2
$ 38.93
2
$ 40.50
3
$ 40.98
3
$ 42.63
4
$ 43.14
4
$ 44.87
5
$ 45.41
$ 7,871 $ 94,453
5
$ 47.23
$ 8,187 $
98,238
349
Non -Exempt
Project Engineer
1
$ 70.13
1
$
72.95
2
$ 73.82
2
$ 76.79
3
$ 77.71
3
$ 80.83
4
$ 81.80
4
$ 85.08
5
$ 86.11
$ 14,926 $ 179,109
5
$ 89.56
$ 15,524 $
186,285
3490
Non -Exempt
Project Engineer - S
1
$ 70.13
1
$
72.95
2
$ 73.82
2
$ 76.79
3
$ 77.71
3
$ 80.83
4
$ 81.80
4
$ 85.08
5
$ 86.11
$ 14,926 $ 179,109
5
$ 89.56
$ 15,524 $
186,285
209
Non -Exempt
Property Evid Tech
1
$ 35.19
1
$
36.59
2
$ 37.04
2
$ 38.52
3
$ 38.99
3
$ 40.55
4
$ 41.04
4
$ 42.68
5
$ 43.20
$ 7,488 $ 89,856
5
$ 44.93
$ 7,788 $
93,454
1
$ 63.74
1
$
66.28
Item 4: Staff Report Pg. 23 Packet Pg. 58 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
262
Non -Exempt
Resource Planner
2
$ 67.09
2
$ 69.77
3
$ 70.62
3
$ 73.44
4
$ 74.34
4
$ 77.31
5
$ 78.25
$ 13,563 $ 162,760
5
$ 81.38
$ 14,106 $
169,270
366
Non -Exempt
Restoration Lead
1
$ 50.26
1
$ 52.27
2
$ 52.91
2
$ 55.02
3
$ 55.69
3
$ 57.92
4
$ 58.62
4
$ 60.97
5
$ 61.71
$ 10,696 $ 128,357
5
$ 64.18
$ 11,125 $
133,494
580
Non -Exempt
Senior Building Inspector
1
$ 60.62
1
$ 62.42
2
$ 63.65
2
$ 65.70
3
$ 66.83
3
$ 69.16
4
$ 70.18
4
$ 72.80
5
$ 73.68
$ 12,771 $ 153,254
5
$ 76.63
$ 13,283 $
159,390
554
Non -Exempt
Utility System Analyst
1
$ 65.26
1
$ 67.86
2
$ 68.69
2
$ 71.43
3
$ 72.30
3
$ 75.19
4
$ 76.10
4
$ 79.15
5
$ 80.11
$ 13,886 $ 166,629
5
$ 83.32
$ 14,442 $
173,306
385
Non -Exempt
Senior Fleet Services Coordinator
1
$ 47.39
1
$ 49.29
2
$ 49.88
2
$ 51.88
3
$ 52.50
3
$ 54.61
4
$ 55.26
4
$ 57.48
5
$ 58.17
$ 10,083 $ 120,994
5
$ 60.50
$ 10,487 $
125,840
461
Non -Exempt
Sprinkler Sys Repr
1
$ 35.51
1
$ 36.94
2
$ 37.38
2
$ 38.88
3
$ 39.35
3
$ 40.93
4
$ 41.42
4
$ 43.08
5
$ 43.60
$ 7,557 $ 90,688
5
$ 45.35
$ 7,861 $
94,328
360
Non -Exempt
Sr Buyer
1
$ 49.29
1
$ 51.26
2
$ 51.88
2
$ 53.96
3
$ 54.61
3
$ 56.80
4
$ 57.48
4
$ 59.79
5
$ 60.51
$ 10,488 1$ 125,861
5
$ 62.94
$ 10,910 1$
130,915
3600
Non -Exempt
Sr Buyer - S
1
$ 49.29
1
$ 51.26
2
$ 51.88
2
$ 53.96
3
$ 54.61
3
$ 56.80
4
$ 57.48
4
$ 59.79
5
$ 60.51
$ 10,488 1$ 125,861
5
$ 62.94
$10,9101$_130,915
Item 4: Staff Report Pg. 24 Packet Pg. 59 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
224
Non -Exempt
Sr Chemist
1
$ 53.38
1
$ 55.52
2
$ 56.19
2
$ 58.44
3
$ 59.15
3
$ 61.52
4
$ 62.26
4
$ 64.76
5
$ 65.54
$ 11,360 $ 136,323
5
$ 68.17
$ 11,816 $
141,794
544
Non -Exempt
Sr Industrial Waste Investigator
1
$ 57.71
1
$ 60.03
2
$ 60.75
2
$ 63.19
3
$ 63.95
3
$ 66.52
4
$ 67.32
4
$ 70.02
5
$ 70.86
$ 12,282 $ 147,389
5
$ 73.70
$ 12,775 $
153,296
512
Non -Exempt
Sr Instrum Elect
1
$ 52.84
1
$ 54.97
2
$ 55.62
2
$ 57.86
3
$ 58.55
3
$ 60.90
4
$ 61.63
4
$ 64.10
5
$ 64.87
$ 11,244 $ 134,930
5
$ 67.47
$ 11,695 $
140,338
251
Non -Exempt
Sr Librarian
1
$ 42.51
1
$ 44.21
2
$ 44.75
2
$ 46.54
3
$ 47.10
3
$ 48.99
4
$ 49.58
4
$ 51.57
5
$ 52.19
$ 9,046 $ 108,555
5
$ 54.28
$ 9,409 $
112,902
504
Non -Exempt
Sr. Mech
1
$ 49.12
1
$ 51.07
2
$ 51.70
2
$ 53.76
3
$ 54.42
3
$ 56.59
4
$ 57.28
4
$ 59.57
5
$ 60.29
$ 10,450 $ 125,403
5
$ 62.71
$ 10,870 $
130,437
361
Non -Exempt
Sr Mkt Analyst
1
$ 58.49
1
$ 60.84
2
$ 61.57
2
$ 64.04
3
$ 64.81
3
$ 67.41
4
$ 68.22
4
$ 70.96
5
$ 71.81
$ 12,447 $ 149,365
5
$ 74.69
$ 12,946 $
155,355
3610
Non -Exempt
Sr Mkt Analyst - S
1
$ 58.49
1
$ 60.84
2
$ 61.57
2
$ 64.04
3
$ 64.81
3
$ 67.41
4
$ 68.22
4
$ 70.96
5
$ 71.81
$ 12,447 $ 149,365
5
$ 74.69
$ 12,946 1$
155,355
506
Non -Exempt
Sr Operator Wqc
1
$ 51.07
1
$ 53.11
2
$ 53.76
2
$ 55.91
3
$ 56.59
3
$ 58.85
4
$ 59.57
4
$ 61.95
Item 4: Staff Report Pg. 25 1 Packet Pg. 60 of 435
()
PALO
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023 - 2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
5
$ 62.70
$ 10,868
$ 130,416
5
$ 65.21
$
11,303
$ 135,637
318
Non -Exempt
Sr Planner
1
$ 57.30
1
$ 59.59
2
$ 60.32
2
$ 62.73
3
$ 63.49
3
$ 66.03
4
$ 66.83
4
$ 69.51
5
$ 70.35
$ 12,194 $ 146,328
5
$ 73.17
$ 12,683 $
152,194
337
Non -Exempt
Sr. Plan Check Engineer
1
$ 69.79
1
$ 72.59
2
$ 73.47
2
$ 76.41
3
$ 77.33
3
$ 80.43
4
$ 81.40
4
$ 84.66
5
$ 85.69
$ 14,853 $ 178,235
5
$ 89.12
$ 15,447 $
185,370
280
Non -Exempt
Sr Ranger
1
$ 41.14
1
$ 42.78
2
$ 43.30
2
$ 45.03
3
$ 45.58
3
$ 47.40
4
$ 47.98
4
$ 49.89
5
$ 50.50
$ 8,753 $ 105,040
5
$ 52.52
$ 9,103 $
109,242
261
Non -Exempt
Sr Util Field Svc Rep
1
$ 51.59
1
$ 53.68
2
$ 54.31
2
$ 56.50
3
$ 57.17
3
$ 59.47
4
$ 60.18
4
$ 62.60
5
$ 63.35
$ 10,981 $ 131,768
5
$ 65.89
$ 11,421 $
137,051
TBD
Non -Exempt
Sr. Utility System Analyst
1
$ 72.85
1
$ 75.76
2
$ 76.68
2
$ 79.75
3
$ 80.72
3
$ 83.95
4
$ 84.97
4
$ 88.37
5
$ 89.44
$ 15,503 $ 186,035
5
$ 93.02
$ 16,123 $
193,482
501
Non -Exempt
Sr Water Sys Oper
1
$ 48.68
1
$ 50.64
2
$ 51.24
2
$ 53.30
3
$ 53.94
3
$ 56.11
4
$ 56.78
4
$ 59.06
5
$ 59.77
$ 10,360 $ 124,322
5
$ 62.17
$ 10,776 $
129,314
405
Non -Exempt
St Maint Asst
1
$ 32.42
1
$ 33.73
2
$ 34.13
2
$ 35.50
3
$ 35.93
3
$ 37.37
4
$ 37.82
4
$ 39.34
5
$ 39.81
$ 6,900 $ 82,805
5
$ 41.41
$ 7,178 $
86,133
392
Non -Exempt
St Sweeper Op
1
$ 39.47
1
$ 41.06
2
$ 41.55
2
$ 43.22
3
$ 43.74
3
$ 45.49
Item 4: Staff Report Pg. 26 Packet Pg. 61 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
4
$ 46.04
4
$ 47.88
5
$ 48.46
$ 8,400 $ 100,797
5
$ 50.40
$ 8,736 $
104,832
248
Non -Exempt
Storekeeper
1
$ 36.24
1
$ 37.69
2
$ 38.15
2
$ 39.67
3
$ 40.16
3
$ 41.76
4
$ 42.27
4
$ 43.96
5
$ 44.49
$ 7,712 $ 92,539
5
$ 46.27
$ 8,020 $
96,242
288
Non -Exempt
Storekeeper -L
1
$ 38.80
1
$ 40.35
2
$ 40.84
2
$ 42.47
3
$ 42.99
3
$ 44.71
4
$ 45.25
4
$ 47.06
5
$ 47.63
$ 8,256 $ 99,070
5
$ 49.54
$ 8,587 $
103,043
545
Non -Exempt
Street Light, Traffic Signal and Fiber — Apprentice
1
$ 57.13
1
$ 59.42
2
$ 60.14
2
$ 62.55
3
$ 63.30
3
$ 65.84
4
$ 66.63
4
$ 69.30
5
$ 70.14
$ 12,158 $ 145,891
5
$ 72.95
$ 12,645 $
151,736
547
Non -Exempt
Street Light, Traffic Signal and Fiber — Lead
1
$ 64.60
1
$ 67.20
2
$ 68.00
2
$ 70.74
3
$ 71.58
3
$ 74.46
4
$ 75.35
4
$ 78.38
5
$ 79.32
$ 13,749 $ 164,986
5
$ 82.50
$ 14,300 $
171,600
546
Non -Exempt
Street Light, Traffic Signal and Fiber Technician
1
$ 60.36
1
$ 62.78
2
$ 63.54
2
$ 66.08
3
$ 66.88
3
$ 69.56
4
$ 70.40
4
$ 73.22
5
$ 74.10
$ 12,844 $ 154,128
5
$ 77.07
$ 13,359 $
160,306
549
Non -Exempt
Substation Electrician
1
$ 65.86
1
$ 68.50
2
$ 69.33
2
$ 72.11
3
$ 72.98
3
$ 75.91
4
$ 76.82
4
$ 79.90
5
$ 80.86
$ 14,016 $ 168,189
5
$ 84.10
$ 14,577 $
174,928
548
Non -Exempt
Substation Electrician - Apprentice
1
$ 62.34
1
$ 64.85
2
$ 65.62
2
$ 68.26
3
$ 69.07
3
$ 71.85
4
$ 72.71
4
$ 75.63
5
$ 76.54
$ 13,267 $ 159,203
5
$ 79.61
$13,7991$_165,589
1
$ 70.47
1
$ 73.30
2
$ 74.18
2
$ 77.16
Item 4: Staff Report Pg. 27 Packet Pg. 62 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
550
Non -Exempt
Substation Electrician - Lead
3
$ 78.08
3
$
81.22
4
$ 82.19
4
$ 85.49
5
$ 86.52
$ 14,997 $ 179,962
5
$ 89.99
$ 15,598 $
187,179
326
Non -Exempt
Surveying Asst
1
$ 43.64
1
$
45.39
2
$ 45.94
2
$ 47.78
3
$ 48.36
3
$ 50.29
4
$ 50.90
4
$ 52.94
5
$ 53.58
$ 9,287 $ 111,446
5
$ 55.73
$ 9,660 $
115,918
325
Non -Exempt
Surveyor, Public Wks
1
$ 47.47
1
$
49.37
2
$ 49.97
2
$ 51.97
3
$ 52.60
3
$ 54.71
4
$ 55.37
4
$ 57.59
5
$ 58.28
$ 10,102 $ 121,222
5
$ 60.62
$ 10,507 $
126,090
362
Non -Exempt
Technologist
1
$ 66.45
1
$
69.12
2
$ 69.95
2
$ 72.76
3
$ 73.63
3
$ 76.59
4
$ 77.51
4
$ 80.62
5
$ 81.59
$ 14,142 $ 169,707
5
$ 84.86
$ 14,709 $
176,509
3620
Non -Exempt
Technologist - S
1
$ 66.45
1
$
69.12
2
$ 69.95
2
$ 72.76
3
$ 73.63
3
$ 76.59
4
$ 77.51
4
$ 80.62
5
$ 81.59
$ 14,142 $ 169,707
5
$ 84.86
$ 14,709 $
176,509
229
Non -Exempt
Theater Specialist
1
$ 45.82
1
$
47.65
2
$ 48.23
2
$ 50.16
3
$ 50.77
3
$ 52.80
4
$ 53.44
4
$ 55.58
5
$ 56.25
$ 9,750 $ 117,000
5
$ 58.50
$ 10,140 $
121,680
406
Non -Exempt
Traf Cont Maint I
1
$ 37.95
1
$
39.47
2
$ 39.95
2
$ 41.55
3
$ 42.05
3
$ 43.74
4
$ 44.26
4
$ 46.04
5
$ 46.59
$ 8,076 $ 96,907
5
$ 48.46
$ 8,400 $
100,797
412
Non -Exempt
Traf Cont Maint Ii
1
$ 35.13
1
$
36.56
2
$ 36.98
2
$ 38.48
3
$ 38.93
3
$ 40.50
4
$ 40.98
4
$ 42.63
5
$ 43.14
$ 7,478 $ 89,731
5
$ 44.87
$ 7,777 $
93,330
1
$ 40.61
1
$
42.25
Item 4: Staff Report Pg. 28 Packet Pg. 63 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
407
Non -Exempt
Traf Cont Maint-L
2
$ 42.75
2
$
44.47
3
$ 45.00
3
$ 46.81
4
$ 47.37
4
$ 49.27
5
$ 49.86
$ 8,642 $ 103,709
5
$ 51.86
$ 8,989 $
107,869
575
Non -Exempt
Traffic Engineering Lead
1
$ 73.81
1
$
76.76
2
$ 77.69
2
$ 80.80
3
$ 81.78
3
$ 85.05
4
$ 86.08
4
$ 89.53
5
$ 90.61
$ 15,706 $ 188,469
5
$ 94.24
$ 16,335 $
196,019
435
Non -Exempt
Tree Maint Asst
1
$ 33.92
1
$
35.28
2
$ 35.71
2
$ 37.14
3
$ 37.59
3
$ 39.09
4
$ 39.57
4
$ 41.15
5
$ 41.65
$ 7,219 $ 86,632
5
$ 43.32
$ 7,509 $
90,106
434
Non -Exempt
Tree Maintenance Specialist
1
$ 39.58
1
$
41.16
2
$ 41.66
2
$ 43.33
3
$ 43.85
3
$ 45.61
4
$ 46.16
4
$ 48.01
5
$ 48.59
$ 8,422 $ 101,067
5
$ 50.54
$ 8,760 $
105,123
430
Non -Exempt
Tree Trim/Ln Clr
1
$ 38.96
1
$
40.53
2
$ 41.01
2
$ 42.66
3
$ 43.17
3
$ 44.90
4
$ 45.44
4
$ 47.26
5
$ 47.83
$ 8,291 $ 99,486
5
$ 49.75
$ 8,623 $
103,480
431
Non -Exempt
Tree Trim/Ln Clr-L
1
$ 41.67
1
$
43.34
2
$ 43.86
2
$ 45.62
3
$ 46.17
3
$ 48.02
4
$ 48.60
4
$ 50.55
5
$ 51.16
$ 8,868 $ 106,413
5
$ 53.21
$ 9,223 $
110,677
432
Non -Exempt
Tree Trm/Ln Clr Asst
1
$ 36.74
1
$
38.20
2
$ 38.67
2
$ 40.21
3
$ 40.70
3
$ 42.33
4
$ 42.84
4
$ 44.56
5
$ 45.09
$ 7,816 $ 93,787
5
$ 46.90
$ 8,129 $
97,552
223
Non -Exempt
Util Acctg Tech
1
$ 37.86
1
$
39.37
2
$ 39.85
2
$ 41.44
3
$ 41.95
3
$ 43.62
4
$ 44.16
4
$ 45.92
5
$ 46.48
$ 8,057 1$ 96,678
5
$ 48.34
$ 8,379 $
100,547
Item 4: Staff Report Pg. 29 Packet Pg. 64 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
272
Non -Exempt
Util Comp Tech
1
$ 72.85
1
$
75.76
2
$ 76.68
2
$ 79.75
3
$ 80.72
3
$ 83.95
4
$ 84.97
4
$ 88.37
5
$ 89.44
$ 15,503 $ 186,035
5
$ 93.02
$ 16,123 $
193,482
273
Non -Exempt
Util Comp Tech -L
1
$ 77.95
1
$
81.06
2
$ 82.05
2
$ 85.33
3
$ 86.37
3
$ 89.82
4
$ 90.92
4
$ 94.55
5
$ 95.70
$ 16,588 $ 199,056
5
$ 99.53
$ 17,252 $
207,022
219
Non -Exempt
Util Credit/Col Spec
1
$ 45.08
1
$
46.89
2
$ 47.45
2
$ 49.36
3
$ 49.95
3
$ 51.96
4
$ 52.58
4
$ 54.69
5
$ 55.35
$ 9,594 $ 115,128
5
$ 57.57
$ 9,979 $
119,746
310
Non -Exempt
Util Engr Estimator
1
$ 61.28
1
$
63.74
2
$ 64.51
2
$ 67.09
3
$ 67.91
3
$ 70.62
4
$ 71.48
4
$ 74.34
5
$ 75.24
$ 13,042 $ 156,499
5
$ 78.25
$ 13,563 $
162,760
486
Non -Exempt
Util Fld Svcs Rep
1
$ 48.27
1
$
50.19
2
$ 50.81
2
$ 52.83
3
$ 53.48
3
$ 55.61
4
$ 56.29
4
$ 58.54
5
$ 59.25
$ 10,270 $ 123,240
5
$ 61.62
$ 10,681 $
128,170
480
Non -Exempt
Util Install/Rep
1
$ 47.05
1
$
48.95
2
$ 49.53
2
$ 51.53
3
$ 52.14
3
$ 54.24
4
$ 54.88
4
$ 57.09
5
$ 57.77
$ 10,013 $ 120,162
5
$ 60.09
$ 10,416 $
124,987
481
Non -Exempt
Util Install/Rep Ast
1
$ 39.91
1
$
41.51
2
$ 42.01
2
$ 43.69
3
$ 44.22
3
$ 45.99
4
$ 46.55
4
$ 48.41
5
$ 49.00
$ 8,493 $ 101,920
5
$ 50.96
$ 8,833 $
105,997
479
Non -Exempt
Util lnstall/Rep-L
1
$ 51.35
1
$
53.40
2
$ 54.05
2
$ 56.21
3
$ 56.89
3
$ 59.17
4
$ 59.88
4
$ 62.28
Item 4: Staff Report Pg. 30 Packet Pg. 65 of 435
()
PALO
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023 - 2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
5
$ 63.03
$ 10,925
$ 131,102
5
$ 65.56
$
11,364
$ 136,365
363
Non -Exempt
Util Key Acct Rep
1
$ 50.86
1
$ 52.91
2
$ 53.54
2
$ 55.69
3
$ 56.36
3
$ 58.62
4
$ 59.33
4
$ 61.70
5
$ 62.45
$ 10,825 $ 129,896
5
$ 64.95
$ 11,258 $
135,096
3630
Non -Exempt
Util Key Acct Rep -S
1
$ 50.86
1
$ 52.91
2
$ 53.54
2
$ 55.69
3
$ 56.36
3
$ 58.62
4
$ 59.33
4
$ 61.70
5
$ 62.45
$ 10,825 $ 129,896
5
$ 64.95
$ 11,258 $
135,096
271
Non -Exempt
Util Locator
1
$ 46.51
1
$ 48.37
2
$ 48.96
2
$ 50.92
3
$ 51.54
3
$ 53.60
4
$ 54.25
4
$ 56.42
5
$ 57.10
$ 9,897 $ 118,768
5
$ 59.39
$ 10,294 $
123,531
215
Non -Exempt
Sustainability Programs Administrator
1
$ 49.15
1
$ 51.13
2
$ 51.74
2
$ 53.82
3
$ 54.46
3
$ 56.65
4
$ 57.33
4
$ 59.63
5
$ 60.35
$ 10,461 $ 125,528
5
$ 62.77
$ 10,880 $
130,562
233
Non -Exempt
Util Rate Analyst
1
$ 49.69
1
$ 51.68
2
$ 52.30
2
$ 54.40
3
$ 55.05
3
$ 57.26
4
$ 57.95
4
$ 60.27
5
$ 61.00
$ 10,573 $ 126,880
5
$ 63.44
$ 10,996 $
131,955
307
Non -Exempt
Util Syst Oper
1
$ 81.56
1
$ 84.83
2
$ 85.85
2
$ 89.29
3
$ 90.37
3
$ 93.99
4
$ 95.13
4
$ 98.94
5
$ 100.14
$ 17,358 $ 208,291
5
$ 104.15
$18,0531$_216,632
322
Non -Exempt
Util Syst Oper in Training
1
$ 77.49
1
$ 80.60
2
$ 81.57
2
$ 84.84
3
$ 85.86
3
$ 89.30
Item 4: Staff Report Pg. 31 Packet Pg. 66 of 435
Job Code
FLSA
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly
Annual
Step
Rate
Monthly
Annual
4
$ 90.38
4
$ 94.00
5
$ 95.14
$ 16,491 $ 197,891
5
$ 98.95
$ 17,151 $
205,816
284
Non -Exempt
Utilities Engineer Estimator Lead
1
$ 65.57
1
$ 68.17
2
$ 69.02
2
$ 71.76
3
$ 72.65
3
$ 75.54
4
$ 76.47
4
$ 79.52
5
$ 80.49
$ 13,952 $ 167,419
5
$ 83.71
$ 14,510 $
174,117
290
Non -Exempt
Utl Install Repair Lead -Welding Cert
1
$ 53.40
1
$ 55.54
2
$ 56.21
2
$ 58.46
3
$ 59.17
3
$ 61.54
4
$ 62.28
4
$ 64.78
5
$ 65.56
$ 11,364 $ 136,365
5
$ 68.19
$ 11,820 $
141,835
289
Non -Exempt
Utl Install Repair -Welding Cert
1
$ 48.92
1
$ 50.87
2
$ 51.49
2
$ 53.55
3
$ 54.20
3
$ 56.37
4
$ 57.05
4
$ 59.34
5
$ 60.05
$ 10,409 $ 124,904
5
$ 62.46
$ 10,826 $
129,917
274
Non -Exempt
Volunteer Coord
1
$ 38.90
1
$ 40.47
2
$ 40.95
2
$ 42.60
3
$ 43.10
3
$ 44.84
4
$ 45.37
4
$ 47.20
5
$ 47.76
$ 8,278 $ 99,341
5
$ 49.68
$ 8,611 $
103,334
482
Non -Exempt
Water Meter Rep Asst
1
$ 32.88
1
$ 34.21
2
$ 34.61
2
$ 36.01
3
$ 36.43
3
$ 37.90
4
$ 38.35
4
$ 39.89
5
$ 40.37
$ 6,997 $ 83,970
5
$ 41.99
$ 7,278 $
87,339
484
Non -Exempt
Water Meter Repair
1
$ 36.41
1
$ 37.88
2
$ 38.33
2
$ 39.87
3
$ 40.35
3
$ 41.97
4
$ 42.47
4
$ 44.18
5
$ 44.71
$ 7,750 $ 92,997
5
$ 46.50
$ 8,060 $
96,720
499
Non -Exempt
Water Sys Oper I
1
$ 37.57
1
$ 39.08
2
$ 39.55
2
$ 41.14
3
$ 41.63
3
$ 43.30
4
$ 43.82
4
$ 45.58
5
$ 46.13
$ 7,996 $ 95,950
5
$ 47.98
$ 8,317 1$
99,798
1
$ 42.92
1
$ 44.64
2
$ 45.18
2
$ 46.99
Item 4: Staff Report Pg. 32 Packet Pg. 67 of 435
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Code FLSA Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly Annual
Step
Rate
Monthly Annual
507
Non -Exempt
Water Sys Oper II
3
$ 47.56
3
$ 49.46
4
$ 50.06
4
$ 52.06
5
$ 52.69
$ 9,133 $ 109,595
5
$ 54.80
$ I $ 113,984
500
Non -Exempt
WQC Pit Oper I
1
$ 39.42
1
$ 40.99
2
$ 41.49
2
$ 43.15
3
$ 43.67
3
$ 45.42
4
$ 45.97
4
$ 47.81
5
$ 48.39
$ 8,388 $ 100,651
5
$ 50.33
$ 8,724 $ 104,686
509
Non -Exempt
WQC Pit Oper II
1
$ 45.03
1
$ 46.84
2
$ 47.40
2
$ 49.31
3
$ 49.89
3
$ 51.90
4
$ 52.52
4
$ 54.63
5
$ 55.28
$ 9,582 $ 114,982
5
$ 57.50
$ 9,967 $ 119,600
510
Non -Exempt
WQC Pit Oper Trn
1
$ 34.72
1
$ 36.10
2
$ 36.55
2
$ 38.00
3
$ 38.47
3
$ 40.00
4
$ 40.49
4
$ 42.11
5
$ 42.62
$ 7,387 $ 88,650
5
$ 44.33
$ 7,684 $ 92,206
226
Non -Exempt
Wtr Mtr Crs On Tec
1
$ 37.36
1
$ 38.86
2
$ 39.33
2
$ 40.90
3
$ 41.40
3
$ 43.05
4
$ 43.58
4
$ 45.32
5
$ 45.87
$ 7,951 $ 95,410
5
$ 47.71
$ 8,270 $ 99,237
315
Non -Exempt
Public Safety Dispatcher - Lead
1
$ 56.53
1
$ 58.79
2
$ 59.50
2
$ 61.88
3
$ 62.63
3
$ 65.14
4
$ 65.93
4
$ 68.57
5
$ 69.40
$ 12,029 $ 144,352
5
$ 72.18
$ 12,511 $ 150,134
6
$ 71.14
Longevity Steps
6
$ 73.99
Longevity Steps
7
$ 72.92
7
$ 75.84
298
Non -Exempt
Public Safety Dispatcher I
1
$ 47.83
1
$ 49.75
2
$ 50.35
2
$ 52.37
3
$ 53.00
3
$ 55.13
4
$ 55.79
4
$ 58.03
5
$ 58.73
$ 10,180 $ 122,158
5
$ 61.08
$ 10,587 $ 127,046
6
$ 60.20
Longevity Steps
6
$ 62.61
Longevity Steps
7
$ 61.71
7
$ 64.18
316
Non -Exempt
Public Safety Dispatcher II
1
$ 50.38
1
$ 52.39
2
$ 53.03
2
$ 55.15
3
$ 55.82
3
$ 58.05
4
$ 58.76
4
$ 61.11
5
$ 61.85
$ 10,721 $ 128,648
5
$ 64.33
$ 11,151 $ 133,806
6
$ 63.40
Longevity Steps
6
$ 65.94
Longevity Steps
7
$ 64.99
7
$ 67 59
Item 4: Staff Report Pg. 33
Packet Pg. 68 of 435
Item 4
Service Employees International Union (SEIU) Salary Sche Attachment A-SEIUSalarySchedule
2023-2024 (FY25)
Job Code FLSA Job Title Effective 01/28/2023 (MKT + 4%) Effective 2024 01/13/2024 (4%)
Step
Rate
Monthly Annual
Step
Rate
Monthly Annual
576
Non -Exempt
Inspector, WGW Utilities Field
2
$ 54.83
2
$ 57.03
3
$ 57.72
3
$ 60.03
4
$ 60.76
4
$ 63.19
5
$ 63.96
$ 11,086 $ 133,037
5
$ 66.52
$ 11,530 $ 138,362
578
Non -Exempt
Airport Specialist I
1
$ 37.84
1
$ 39.36
2
$ 39.83
2
$ 41.43
3
$ 41.93
3
$ 43.61
4
$ 44.14
4
$ 45.90
5
$ 46.46
$ 8,053 $ 96,637
5
$ 48.32
$ 8,375 $ 100,506
579
Non -Exempt
Airport Specialist II
1
$ 41.93
1
$ 43.60
2
$ 44.14
2
$ 45.89
3
$ 46.46
3
$ 48.31
4
$ 48.90
4
$ 50.85
5
$ 51.47
$ 8,921 $ 107,058
5
$ 53.53
$ 9,279 $ 111,342
Item 4: Staff Report Pg. 34 1 Packet Pg. 69 of 435
Anchor data 1O1.
CGr T
PSA
IGrPS
group ILv
Iwage Type
End Date
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024(FY25)
2001 300
10
CO
SE
1
200
1
12/31/9999
4/27/2019
2002 300
10
CO
SE
1
200
2
12/31/9999
6/30/2012
2003 300
10
CO
SE
1
200
3
12/31/9999
6/30/2012
2004 300
10
CO
SE
1
200
4
12/31/9999
6/30/2012
2005 300
10
CO
SE
1
200
5
12/31/9999
6/30/2012
2011 300
10
CO
SE
1
201
1
12/31/9999
6/30/2012
2012 300
10
CO
SE
1
201
2
12/31/9999
6/30/2012
2013 300
10
CO
SE
1
201
3
12/31/9999
6/30/2012
2014 300
10
CO
SE
1
201
4
12/31/9999
6/30/2012
2015 300
10
CO
SE
1
201
5
12/31/9999
6/30/2012
2031 300
10
CO
SE
1
203
1
12/31/9999
11/21/2020
2032 300
10
CO
SE
1
203
2
12/31/9999
11/21/2020
2033 300
10
CO
SE
1
203
3
12/31/9999
11/21/2020
2034 300
10
CO
SE
1
203
4
12/31/9999
11/21/2020
2035 300
10
CO
SE
1
203
5
12/31/9999
11/21/2020
2041 300
10
CO
SE
1
204
1
12/31/9999
11/21/2020
2042 300
10
CO
SE
1
204
2
12/31/9999
11/21/2020
2043 300
10
CO
SE
1
204
3
12/31/9999
11/21/2020
2044 300
10
CO
SE
1
204
4
12/31/9999
11/21/2020
2045 300
10
CO
SE
1
204
5
12/31/9999
11/21/2020
2051 300
10
CO
SE
1
205
1
12/31/9999
11/21/2020
2052 300
10
CO
SE
1
205
2
12/31/9999
11/21/2020
2053 300
10
CO
SE
1
205
3
12/31/9999
11/21/2020
2054 300
10
CO
SE
1
205
4
12/31/9999
11/21/2020
2055 300
10
CO
SE
1
205
5
12/31/9999
11/21/2020
2061 300
10
CO
SE
1
206
1
12/31/9999
11/21/2020
2062 300
10
CO
SE
1
206
2
12/31/9999
11/21/2020
2063 300
10
CO
SE
1
206
3
12/31/9999
11/21/2020
2064 300
10
CO
SE
1
206
4
12/31/9999
11/21/2020
2065 300
10
CO
SE
1
206
5
12/31/9999
11/21/2020
2071 300
10
CO
SE
1
207
1
12/31/9999
11/21/2020
2072 300
10
CO
SE
1
207
2
12/31/9999
11/21/2020
2073 300
10
CO
SE
1
207
3
12/31/9999
11/21/2020
2074 300
10
CO
SE
1
207
4
12/31/9999
11/21/2020
2075 300
10
CO
SE
1
207
5
12/31/9999
11/21/2020
2081 300
10
CO
SE
1
208
1
12/31/9999
11/21/2020
2082 300
10
CO
SE
1
208
2
12/31/9999
11/21/2020
2083 300
10
CO
SE
1
208
3
12/31/9999
11/21/2020
2084 300
10
CO
SE
1
208
4
12/31/9999
11/21/2020
2085 300
10
CO
SE
1
208
5
12/31/9999
11/21/2020
2091 300
10
CO
SE
1
209
1
12/31/9999
11/21/2020
2092 300
10
CO
SE
1
209
2
12/31/9999
11/21/2020
2093 300
10
CO
SE
1
209
3
12/31/9999
11/21/2020
2094 300
10
CO
SE
1
209
4
12/31/9999
11/21/2020
2095 300
10
CO
SE
1
209
5
12/31/9999
11/21/2020
2101 300
10
CO
SE
1
210
1
12/31/9999
6/30/2012
2102 300
10
CO
SE
1
210
2
12/31/9999
6/30/2012
2103 300
10
CO
SE
1
210
3
12/31/9999
6/30/2012
2104 300
10
CO
SE
1
210
4
12/31/9999
6/30/2012
2105 300
10
CO
SE
1
210
5
12/31/9999
6/30/2012
2111 300
10
CO
SE
1
211
1
12/31/9999
11/21/2020
2112 300
10
CO
SE
1
211
2
12/31/9999
11/21/2020
2113 300
10
CO
SE
1
211
3
12/31/9999
11/21/2020
2114 300
10
CO
SE
1
211
4
12/31/9999
11/21/2020
2115 300
10
CO
SE
1
211
5
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 35 Packet Pg. 70 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2121 300
10
CO
SE
1
212
1
12/31/
2024(FY25) 0
2122 300
10
CO
SE
1
212
2
12/31/9999
11/21/2020
2123 300
10
CO
SE
1
212
3
12/31/9999
11/21/2020
2124 300
10
CO
SE
1
212
4
12/31/9999
11/21/2020
2125 300
10
CO
SE
1
212
5
12/31/9999
11/21/2020
2131 300
10
CO
SE
1
213
1
12/31/9999
11/21/2020
2132 300
10
CO
SE
1
213
2
12/31/9999
11/21/2020
2133 300
10
CO
SE
1
213
3
12/31/9999
11/21/2020
2134 300
10
CO
SE
1
213
4
12/31/9999
11/21/2020
2135 300
10
CO
SE
1
213
5
12/31/9999
11/21/2020
2141 300
10
CO
SE
1
214
1
12/31/9999
11/21/2020
2142 300
10
CO
SE
1
214
2
12/31/9999
11/21/2020
2143 300
10
CO
SE
1
214
3
12/31/9999
11/21/2020
2144 300
10
CO
SE
1
214
4
12/31/9999
11/21/2020
2145 300
10
CO
SE
1
214
5
12/31/9999
11/21/2020
2151 300
10
CO
SE
1
215
1
12/31/9999
11/21/2020
2152 300
10
CO
SE
1
215
2
12/31/9999
11/21/2020
2153 300
10
CO
SE
1
215
3
12/31/9999
11/21/2020
2154 300
10
CO
SE
1
215
4
12/31/9999
11/21/2020
2155 300
10
CO
SE
1
215
5
12/31/9999
11/21/2020
2161 300
10
CO
SE
1
216
1
12/31/9999
11/21/2020
2162 300
10
CO
SE
1
216
2
12/31/9999
11/21/2020
2163 300
10
CO
SE
1
216
3
12/31/9999
11/21/2020
2164 300
10
CO
SE
1
216
4
12/31/9999
11/21/2020
2165 300
10
CO
SE
1
216
5
12/31/9999
11/21/2020
2171 300
10
CO
SE
1
217
1
12/31/9999
11/21/2020
2172 300
10
CO
SE
1
217
2
12/31/9999
11/21/2020
2173 300
10
CO
SE
1
217
3
12/31/9999
11/21/2020
2174 300
10
CO
SE
1
217
4
12/31/9999
11/21/2020
2175 300
10
CO
SE
1
217
5
12/31/9999
11/21/2020
2181 300
10
CO
SE
1
218
1
12/31/9999
11/21/2020
2182 300
10
CO
SE
1
218
2
12/31/9999
11/21/2020
2183 300
10
CO
SE
1
218
3
12/31/9999
11/21/2020
2184 300
10
CO
SE
1
218
4
12/31/9999
11/21/2020
2185 300
10
CO
SE
1
218
5
12/31/9999
11/21/2020
2191 300
10
CO
SE
1
219
1
12/31/9999
11/21/2020
2192 300
10
CO
SE
1
219
2
12/31/9999
11/21/2020
2193 300
10
CO
SE
1
219
3
12/31/9999
11/21/2020
2194 300
10
CO
SE
1
219
4
12/31/9999
11/21/2020
2195 300
10
CO
SE
1
219
5
12/31/9999
11/21/2020
2201 300
10
CO
SE
1
220
1
12/31/9999
6/30/2012
2202 300
10
CO
SE
1
220
2
12/31/9999
6/30/2012
2203 300
10
CO
SE
1
220
3
12/31/9999
6/30/2012
2204 300
10
CO
SE
1
220
4
12/31/9999
6/30/2012
2205 300
10
CO
SE
1
220
5
12/31/9999
6/30/2012
2211 300
10
CO
SE
1
221
1
12/31/9999
6/30/2012
2212 300
10
CO
SE
1
221
2
12/31/9999
6/30/2012
2213 300
10
CO
SE
1
221
3
12/31/9999
6/30/2012
2214 300
10
CO
SE
1
221
4
12/31/9999
6/30/2012
2215 300
10
CO
SE
1
221
5
12/31/9999
6/30/2012
2221 300
10
CO
SE
1
222
1
12/31/9999
11/29/2014
2222 300
10
CO
SE
1
222
2
12/31/9999
11/29/2014
2223 300
10
CO
SE
1
222
3
12/31/9999
11/29/2014
2224 300
10
CO
SE
1
222
4
12/31/9999
11/29/2014
2225 300
10
CO
SE
1
222
5
12/31/9999
11/29/2014
2231 300
10
CO
SE
1
223
1
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 36 Packet Pg. 71 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2232 300
10
CO
SE
1
223
2
12/31/
2024(FY25) 0
2233 300
10
CO
SE
1
223
3
12/31/9999
11/21/2020
2234 300
10
CO
SE
1
223
4
12/31/9999
11/21/2020
2235 300
10
CO
SE
1
223
5
12/31/9999
11/21/2020
2241 300
10
CO
SE
1
224
1
12/31/9999
11/21/2020
2242 300
10
CO
SE
1
224
2
12/31/9999
11/21/2020
2243 300
10
CO
SE
1
224
3
12/31/9999
11/21/2020
2244 300
10
CO
SE
1
224
4
12/31/9999
11/21/2020
2245 300
10
CO
SE
1
224
5
12/31/9999
11/21/2020
2251 300
10
CO
SE
1
225
1
12/31/9999
6/30/2012
2252 300
10
CO
SE
1
225
2
12/31/9999
6/30/2012
2253 300
10
CO
SE
1
225
3
12/31/9999
6/30/2012
2254 300
10
CO
SE
1
225
4
12/31/9999
6/30/2012
2255 300
10
CO
SE
1
225
5
12/31/9999
6/30/2012
2261 300
10
CO
SE
1
226
1
12/31/9999
11/21/2020
2262 300
10
CO
SE
1
226
2
12/31/9999
11/21/2020
2263 300
10
CO
SE
1
226
3
12/31/9999
11/21/2020
2264 300
10
CO
SE
1
226
4
12/31/9999
11/21/2020
2265 300
10
CO
SE
1
226
5
12/31/9999
11/21/2020
2271 300
10
CO
SE
1
227
1
12/31/9999
11/21/2020
2272 300
10
CO
SE
1
227
2
12/31/9999
11/21/2020
2273 300
10
CO
SE
1
227
3
12/31/9999
11/21/2020
2274 300
10
CO
SE
1
227
4
12/31/9999
11/21/2020
2275 300
10
CO
SE
1
227
5
12/31/9999
11/21/2020
2291 300
10
CO
SE
1
229
1
12/31/9999
11/21/2020
2292 300
10
CO
SE
1
229
2
12/31/9999
11/21/2020
2293 300
10
CO
SE
1
229
3
12/31/9999
11/21/2020
2294 300
10
CO
SE
1
229
4
12/31/9999
11/21/2020
2295 300
10
CO
SE
1
229
5
12/31/9999
11/21/2020
2301 300
10
CO
SE
1
230
1
12/31/9999
11/21/2020
2302 300
10
CO
SE
1
230
2
12/31/9999
11/21/2020
2303 300
10
CO
SE
1
230
3
12/31/9999
11/21/2020
2304 300
10
CO
SE
1
230
4
12/31/9999
11/21/2020
2305 300
10
CO
SE
1
230
5
12/31/9999
11/21/2020
2311 300
10
CO
SE
1
231
1
12/31/9999
11/29/2014
2312 300
10
CO
SE
1
231
2
12/31/9999
11/29/2014
2313 300
10
CO
SE
1
231
3
12/31/9999
11/29/2014
2314 300
10
CO
SE
1
231
4
12/31/9999
11/29/2014
2315 300
10
CO
SE
1
231
5
12/31/9999
11/29/2014
2321 300
10
CO
SE
1
232
1
12/31/9999
11/21/2020
2322 300
10
CO
SE
1
232
2
12/31/9999
11/21/2020
2323 300
10
CO
SE
1
232
3
12/31/9999
11/21/2020
2324 300
10
CO
SE
1
232
4
12/31/9999
11/21/2020
2325 300
10
CO
SE
1
232
5
12/31/9999
11/21/2020
2331 300
10
CO
SE
1
233
1
12/31/9999
11/21/2020
2332 300
10
CO
SE
1
233
2
12/31/9999
11/21/2020
2333 300
10
CO
SE
1
233
3
12/31/9999
11/21/2020
2334 300
10
CO
SE
1
233
4
12/31/9999
11/21/2020
2335 300
10
CO
SE
1
233
5
12/31/9999
11/21/2020
2351 300
10
CO
SE
1
235
1
12/31/9999
6/30/2012
2352 300
10
CO
SE
1
235
2
12/31/9999
6/30/2012
2353 300
10
CO
SE
1
235
3
12/31/9999
6/30/2012
2354 300
10
CO
SE
1
235
4
12/31/9999
6/30/2012
2355 300
10
CO
SE
1
235
5
12/31/9999
6/30/2012
2361 300
10
CO
SE
1
236
1
12/31/9999
6/30/2012
2362 300
10
CO
SE
1
236
2
12/31/9999
6/30/2012
Item 4: Staff Report Pg. 37 Packet Pg. 72 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2363 300
10
CO
SE
1
236
3
12/31/
2024(FY25) 2
2364 300
10
CO
SE
1
236
4
12/31/9999
6/30/2012
2365 300
10
CO
SE
1
236
5
12/31/9999
6/30/2012
2371 300
10
CO
SE
1
237
1
12/31/9999
6/30/2012
2372 300
10
CO
SE
1
237
2
12/31/9999
6/30/2012
2373 300
10
CO
SE
1
237
3
12/31/9999
6/30/2012
2374 300
10
CO
SE
1
237
4
12/31/9999
6/30/2012
2375 300
10
CO
SE
1
237
5
12/31/9999
6/30/2012
2381 300
10
CO
SE
1
238
1
12/31/9999
11/29/2014
2382 300
10
CO
SE
1
238
2
12/31/9999
11/29/2014
2383 300
10
CO
SE
1
238
3
12/31/9999
11/29/2014
2384 300
10
CO
SE
1
238
4
12/31/9999
11/29/2014
2385 300
10
CO
SE
1
238
5
12/31/9999
11/29/2014
2391 300
10
CO
SE
1
239
1
12/31/9999
11/21/2020
2392 300
10
CO
SE
1
239
2
12/31/9999
11/21/2020
2393 300
10
CO
SE
1
239
3
12/31/9999
11/21/2020
2394 300
10
CO
SE
1
239
4
12/31/9999
11/21/2020
2395 300
10
CO
SE
1
239
5
12/31/9999
11/21/2020
2401 300
10
CO
SE
1
240
1
12/31/9999
11/21/2020
2402 300
10
CO
SE
1
240
2
12/31/9999
11/21/2020
2403 300
10
CO
SE
1
240
3
12/31/9999
11/21/2020
2404 300
10
CO
SE
1
240
4
12/31/9999
11/21/2020
2405 300
10
CO
SE
1
240
5
12/31/9999
11/21/2020
2411 300
10
CO
SE
1
241
1
12/31/9999
11/21/2020
2412 300
10
CO
SE
1
241
2
12/31/9999
11/21/2020
2413 300
10
CO
SE
1
241
3
12/31/9999
11/21/2020
2414 300
10
CO
SE
1
241
4
12/31/9999
11/21/2020
2415 300
10
CO
SE
1
241
5
12/31/9999
11/21/2020
2421 300
10
CO
SE
1
242
1
12/31/9999
11/21/2020
2422 300
10
CO
SE
1
242
2
12/31/9999
11/21/2020
2423 300
10
CO
SE
1
242
3
12/31/9999
11/21/2020
2424 300
10
CO
SE
1
242
4
12/31/9999
11/21/2020
2425 300
10
CO
SE
1
242
5
12/31/9999
11/21/2020
2431 300
10
CO
SE
1
243
1
12/31/9999
11/29/2014
2432 300
10
CO
SE
1
243
2
12/31/9999
11/29/2014
2433 300
10
CO
SE
1
243
3
12/31/9999
11/29/2014
2434 300
10
CO
SE
1
243
4
12/31/9999
11/29/2014
2435 300
10
CO
SE
1
243
5
12/31/9999
11/29/2014
2441 300
10
CO
SE
1
244
1
12/31/9999
11/21/2020
2442 300
10
CO
SE
1
244
2
12/31/9999
11/21/2020
2443 300
10
CO
SE
1
244
3
12/31/9999
11/21/2020
2444 300
10
CO
SE
1
244
4
12/31/9999
11/21/2020
2445 300
10
CO
SE
1
244
5
12/31/9999
11/21/2020
2451 300
10
CO
SE
1
245
1
12/31/9999
6/30/2012
2452 300
10
CO
SE
1
245
2
12/31/9999
6/30/2012
2453 300
10
CO
SE
1
245
3
12/31/9999
6/30/2012
2454 300
10
CO
SE
1
245
4
12/31/9999
6/30/2012
2455 300
10
CO
SE
1
245
5
12/31/9999
6/30/2012
2461 300
10
CO
SE
1
246
1
12/31/9999
11/21/2020
2462 300
10
CO
SE
1
246
2
12/31/9999
11/21/2020
2463 300
10
CO
SE
1
246
3
12/31/9999
11/21/2020
2464 300
10
CO
SE
1
246
4
12/31/9999
11/21/2020
2465 300
10
CO
SE
1
246
5
12/31/9999
11/21/2020
2471 300
10
CO
SE
1
247
1
12/31/9999
11/21/2020
2472 300
10
CO
SE
1
247
2
12/31/9999
11/21/2020
2473 300
10
CO
SE
1
247
3
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 38 Packet Pg. 73 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2474 300
10
CO
SE
1
247
4
12/31/
2024(FY25) 0
2475 300
10
CO
SE
1
247
5
12/31/9999
11/21/2020
2481 300
10
CO
SE
1
248
1
12/31/9999
11/21/2020
2482 300
10
CO
SE
1
248
2
12/31/9999
11/21/2020
2483 300
10
CO
SE
1
248
3
12/31/9999
11/21/2020
2484 300
10
CO
SE
1
248
4
12/31/9999
11/21/2020
2485 300
10
CO
SE
1
248
5
12/31/9999
11/21/2020
2491 300
10
CO
SE
1
249
1
12/31/9999
6/30/2012
2492 300
10
CO
SE
1
249
2
12/31/9999
6/30/2012
2493 300
10
CO
SE
1
249
3
12/31/9999
6/30/2012
2494 300
10
CO
SE
1
249
4
12/31/9999
6/30/2012
2495 300
10
CO
SE
1
249
5
12/31/9999
6/30/2012
2501 300
10
CO
SE
1
250
1
12/31/9999
11/21/2020
2502 300
10
CO
SE
1
250
2
12/31/9999
11/21/2020
2503 300
10
CO
SE
1
250
3
12/31/9999
11/21/2020
2504 300
10
CO
SE
1
250
4
12/31/9999
11/21/2020
2505 300
10
CO
SE
1
250
5
12/31/9999
11/21/2020
2511 300
10
CO
SE
1
251
1
12/31/9999
11/21/2020
2512 300
10
CO
SE
1
251
2
12/31/9999
11/21/2020
2513 300
10
CO
SE
1
251
3
12/31/9999
11/21/2020
2514 300
10
CO
SE
1
251
4
12/31/9999
11/21/2020
2515 300
10
CO
SE
1
251
5
12/31/9999
11/21/2020
2521 300
10
CO
SE
1
252
1
12/31/9999
11/21/2020
2522 300
10
CO
SE
1
252
2
12/31/9999
11/21/2020
2523 300
10
CO
SE
1
252
3
12/31/9999
11/21/2020
2524 300
10
CO
SE
1
252
4
12/31/9999
11/21/2020
2525 300
10
CO
SE
1
252
5
12/31/9999
11/21/2020
2531 300
10
CO
SE
1
253
1
12/31/9999
11/21/2020
2532 300
10
CO
SE
1
253
2
12/31/9999
11/21/2020
2533 300
10
CO
SE
1
253
3
12/31/9999
11/21/2020
2534 300
10
CO
SE
1
253
4
12/31/9999
11/21/2020
2535 300
10
CO
SE
1
253
5
12/31/9999
11/21/2020
2541 300
10
CO
SE
1
254
1
12/31/9999
11/21/2020
2542 300
10
CO
SE
1
254
2
12/31/9999
11/21/2020
2543 300
10
CO
SE
1
254
3
12/31/9999
11/21/2020
2544 300
10
CO
SE
1
254
4
12/31/9999
11/21/2020
2545 300
10
CO
SE
1
254
5
12/31/9999
11/21/2020
2551 300
10
CO
SE
1
255
1
12/31/9999
11/21/2020
2552 300
10
CO
SE
1
255
2
12/31/9999
11/21/2020
2553 300
10
CO
SE
1
255
3
12/31/9999
11/21/2020
2554 300
10
CO
SE
1
255
4
12/31/9999
11/21/2020
2555 300
10
CO
SE
1
255
5
12/31/9999
11/21/2020
2561 300
10
CO
SE
1
256
1
12/31/9999
11/21/2020
2562 300
10
CO
SE
1
256
2
12/31/9999
11/21/2020
2563 300
10
CO
SE
1
256
3
12/31/9999
11/21/2020
2564 300
10
CO
SE
1
256
4
12/31/9999
11/21/2020
2565 300
10
CO
SE
1
256
5
12/31/9999
11/21/2020
2571 300
10
CO
SE
1
257
1
12/31/9999
11/21/2020
2572 300
10
CO
SE
1
257
2
12/31/9999
11/21/2020
2573 300
10
CO
SE
1
257
3
12/31/9999
11/21/2020
2574 300
10
CO
SE
1
257
4
12/31/9999
11/21/2020
2575 300
10
CO
SE
1
257
5
12/31/9999
11/21/2020
2581 300
10
CO
SE
1
258
1
12/31/9999
11/21/2020
2582 300
10
CO
SE
1
258
2
12/31/9999
11/21/2020
2583 300
10
CO
SE
1
258
3
12/31/9999
11/21/2020
2584 300
10
CO
SE
1
258
4
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 39 Packet Pg. 74 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2585 300
10
CO
SE
1
258
5
12/31/
2024(FY25) 0
2591 300
10
CO
SE
1
259
1
12/31/9999
6/30/2012
2592 300
10
CO
SE
1
259
2
12/31/9999
6/30/2012
2593 300
10
CO
SE
1
259
3
12/31/9999
6/30/2012
2594 300
10
CO
SE
1
259
4
12/31/9999
6/30/2012
2595 300
10
CO
SE
1
259
5
12/31/9999
6/30/2012
2601 300
10
CO
SE
1
260
1
12/31/9999
11/21/2020
2602 300
10
CO
SE
1
260
2
12/31/9999
11/21/2020
2603 300
10
CO
SE
1
260
3
12/31/9999
11/21/2020
2604 300
10
CO
SE
1
260
4
12/31/9999
11/21/2020
2605 300
10
CO
SE
1
260
5
12/31/9999
11/21/2020
2611 300
10
CO
SE
1
261
1
12/31/9999
11/21/2020
2612 300
10
CO
SE
1
261
2
12/31/9999
11/21/2020
2613 300
10
CO
SE
1
261
3
12/31/9999
11/21/2020
2614 300
10
CO
SE
1
261
4
12/31/9999
11/21/2020
2615 300
10
CO
SE
1
261
5
12/31/9999
11/21/2020
2621 300
10
CO
SE
1
262
1
12/31/9999
11/21/2020
2622 300
10
CO
SE
1
262
2
12/31/9999
11/21/2020
2623 300
10
CO
SE
1
262
3
12/31/9999
11/21/2020
2624 300
10
CO
SE
1
262
4
12/31/9999
11/21/2020
2625 300
10
CO
SE
1
262
5
12/31/9999
11/21/2020
2631 300
10
CO
SE
1
263
1
12/31/9999
12/9/2017
2632 300
10
CO
SE
1
263
2
12/31/9999
12/9/2017
2633 300
10
CO
SE
1
263
3
12/31/9999
12/9/2017
2634 300
10
CO
SE
1
263
4
12/31/9999
12/9/2017
2635 300
10
CO
SE
1
263
5
12/31/9999
12/9/2017
2651 300
10
CO
SE
1
265
1
12/31/9999
11/21/2020
2652 300
10
CO
SE
1
265
2
12/31/9999
11/21/2020
2653 300
10
CO
SE
1
265
3
12/31/9999
11/21/2020
2654 300
10
CO
SE
1
265
4
12/31/9999
11/21/2020
2655 300
10
CO
SE
1
265
5
12/31/9999
11/21/2020
2661 300
10
CO
SE
1
266
1
12/31/9999
6/30/2012
2662 300
10
CO
SE
1
266
2
12/31/9999
6/30/2012
2663 300
10
CO
SE
1
266
3
12/31/9999
6/30/2012
2664 300
10
CO
SE
1
266
4
12/31/9999
6/30/2012
2665 300
10
CO
SE
1
266
5
12/31/9999
6/30/2012
2671 300
10
CO
SE
1
267
1
12/31/9999
11/21/2020
2672 300
10
CO
SE
1
267
2
12/31/9999
11/21/2020
2673 300
10
CO
SE
1
267
3
12/31/9999
11/21/2020
2674 300
10
CO
SE
1
267
4
12/31/9999
11/21/2020
2675 300
10
CO
SE
1
267
5
12/31/9999
11/21/2020
2681 300
10
CO
SE
1
268
1
12/31/9999
11/21/2020
2682 300
10
CO
SE
1
268
2
12/31/9999
11/21/2020
2683 300
10
CO
SE
1
268
3
12/31/9999
11/21/2020
2684 300
10
CO
SE
1
268
4
12/31/9999
11/21/2020
2685 300
10
CO
SE
1
268
5
12/31/9999
11/21/2020
2691 300
10
CO
SE
1
269
1
12/31/9999
11/21/2020
2692 300
10
CO
SE
1
269
2
12/31/9999
11/21/2020
2693 300
10
CO
SE
1
269
3
12/31/9999
11/21/2020
2694 300
10
CO
SE
1
269
4
12/31/9999
11/21/2020
2695 300
10
CO
SE
1
269
5
12/31/9999
11/21/2020
2701 300
10
CO
SE
1
270
1
12/31/9999
11/21/2020
2702 300
10
CO
SE
1
270
2
12/31/9999
11/21/2020
2703 300
10
CO
SE
1
270
3
12/31/9999
11/21/2020
2704 300
10
CO
SE
1
270
4
12/31/9999
11/21/2020
2705 300
10
CO
SE
1
270
5
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 40 Packet Pg. 75 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2711 300
10
CO
SE
1
271
1
12/31/
2024(FY25) 0
2712 300
10
CO
SE
1
271
2
12/31/9999
11/21/2020
2713 300
10
CO
SE
1
271
3
12/31/9999
11/21/2020
2714 300
10
CO
SE
1
271
4
12/31/9999
11/21/2020
2715 300
10
CO
SE
1
271
5
12/31/9999
11/21/2020
2721 300
10
CO
SE
1
272
1
12/31/9999
11/21/2020
2722 300
10
CO
SE
1
272
2
12/31/9999
11/21/2020
2723 300
10
CO
SE
1
272
3
12/31/9999
11/21/2020
2724 300
10
CO
SE
1
272
4
12/31/9999
11/21/2020
2725 300
10
CO
SE
1
272
5
12/31/9999
11/21/2020
2731 300
10
CO
SE
1
273
1
12/31/9999
11/21/2020
2732 300
10
CO
SE
1
273
2
12/31/9999
11/21/2020
2733 300
10
CO
SE
1
273
3
12/31/9999
11/21/2020
2734 300
10
CO
SE
1
273
4
12/31/9999
11/21/2020
2735 300
10
CO
SE
1
273
5
12/31/9999
11/21/2020
2741 300
10
CO
SE
1
274
1
12/31/9999
11/21/2020
2742 300
10
CO
SE
1
274
2
12/31/9999
11/21/2020
2743 300
10
CO
SE
1
274
3
12/31/9999
11/21/2020
2744 300
10
CO
SE
1
274
4
12/31/9999
11/21/2020
2745 300
10
CO
SE
1
274
5
12/31/9999
11/21/2020
2751 300
10
CO
SE
1
275
1
12/31/9999
12/9/2017
2752 300
10
CO
SE
1
275
2
12/31/9999
12/9/2017
2753 300
10
CO
SE
1
275
3
12/31/9999
12/9/2017
2754 300
10
CO
SE
1
275
4
12/31/9999
12/9/2017
2755 300
10
CO
SE
1
275
5
12/31/9999
12/9/2017
2761 300
10
CO
SE
1
276
1
12/31/9999
11/21/2020
2762 300
10
CO
SE
1
276
2
12/31/9999
11/21/2020
2763 300
10
CO
SE
1
276
3
12/31/9999
11/21/2020
2764 300
10
CO
SE
1
276
4
12/31/9999
11/21/2020
2765 300
10
CO
SE
1
276
5
12/31/9999
11/21/2020
2771 300
10
CO
SE
1
277
1
12/31/9999
12/9/2017
2772 300
10
CO
SE
1
277
2
12/31/9999
12/9/2017
2773 300
10
CO
SE
1
277
3
12/31/9999
12/9/2017
2774 300
10
CO
SE
1
277
4
12/31/9999
12/9/2017
2775 300
10
CO
SE
1
277
5
12/31/9999
12/9/2017
2781 300
10
CO
SE
1
278
1
12/31/9999
12/9/2017
2782 300
10
CO
SE
1
278
2
12/31/9999
12/9/2017
2783 300
10
CO
SE
1
278
3
12/31/9999
12/9/2017
2784 300
10
CO
SE
1
278
4
12/31/9999
12/9/2017
2785 300
10
CO
SE
1
278
5
12/31/9999
12/9/2017
2801 300
10
CO
SE
1
280
1
12/31/9999
11/21/2020
2802 300
10
CO
SE
1
280
2
12/31/9999
11/21/2020
2803 300
10
CO
SE
1
280
3
12/31/9999
11/21/2020
2804 300
10
CO
SE
1
280
4
12/31/9999
11/21/2020
2805 300
10
CO
SE
1
280
5
12/31/9999
11/21/2020
2811 300
10
CO
SE
1
281
1
12/31/9999
11/21/2020
2812 300
10
CO
SE
1
281
2
12/31/9999
11/21/2020
2813 300
10
CO
SE
1
281
3
12/31/9999
11/21/2020
2814 300
10
CO
SE
1
281
4
12/31/9999
11/21/2020
2815 300
10
CO
SE
1
281
5
12/31/9999
11/21/2020
2821 300
10
CO
SE
1
282
1
12/31/9999
11/29/2014
2822 300
10
CO
SE
1
282
2
12/31/9999
11/29/2014
2823 300
10
CO
SE
1
282
3
12/31/9999
11/29/2014
2824 300
10
CO
SE
1
282
4
12/31/9999
11/29/2014
2825 300
10
CO
SE
1
282
5
12/31/9999
11/29/2014
2831 300
10
CO
SE
1
283
1
12/31/9999
6/30/2012
Item 4: Staff Report Pg. 41 Packet Pg. 76 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2832 300
10
CO
SE
1
283
2
12/31/
2024(FY25) 2
2833 300
10
CO
SE
1
283
3
12/31/9999
6/30/2012
2834 300
10
CO
SE
1
283
4
12/31/9999
6/30/2012
2835 300
10
CO
SE
1
283
5
12/31/9999
6/30/2012
2841 300
10
CO
SE
1
284
1
12/31/9999
11/21/2020
2842 300
10
CO
SE
1
284
2
12/31/9999
11/21/2020
2843 300
10
CO
SE
1
284
3
12/31/9999
11/21/2020
2844 300
10
CO
SE
1
284
4
12/31/9999
11/21/2020
2845 300
10
CO
SE
1
284
5
12/31/9999
11/21/2020
2861 300
10
CO
SE
1
286
1
12/31/9999
11/21/2020
2862 300
10
CO
SE
1
286
2
12/31/9999
11/21/2020
2863 300
10
CO
SE
1
286
3
12/31/9999
11/21/2020
2864 300
10
CO
SE
1
286
4
12/31/9999
11/21/2020
2865 300
10
CO
SE
1
286
5
12/31/9999
11/21/2020
2871 300
10
CO
SE
1
287
1
12/31/9999
11/21/2020
2872 300
10
CO
SE
1
287
2
12/31/9999
11/21/2020
2873 300
10
CO
SE
1
287
3
12/31/9999
11/21/2020
2874 300
10
CO
SE
1
287
4
12/31/9999
11/21/2020
2875 300
10
CO
SE
1
287
5
12/31/9999
11/21/2020
2881 300
10
CO
SE
1
288
1
12/31/9999
11/21/2020
2882 300
10
CO
SE
1
288
2
12/31/9999
11/21/2020
2883 300
10
CO
SE
1
288
3
12/31/9999
11/21/2020
2884 300
10
CO
SE
1
288
4
12/31/9999
11/21/2020
2885 300
10
CO
SE
1
288
5
12/31/9999
11/21/2020
2891 300
10
CO
SE
1
289
1
12/31/9999
11/21/2020
2892 300
10
CO
SE
1
289
2
12/31/9999
11/21/2020
2893 300
10
CO
SE
1
289
3
12/31/9999
11/21/2020
2894 300
10
CO
SE
1
289
4
12/31/9999
11/21/2020
2895 300
10
CO
SE
1
289
5
12/31/9999
11/21/2020
2901 300
10
CO
SE
1
290
1
12/31/9999
11/21/2020
2902 300
10
CO
SE
1
290
2
12/31/9999
11/21/2020
2903 300
10
CO
SE
1
290
3
12/31/9999
11/21/2020
2904 300
10
CO
SE
1
290
4
12/31/9999
11/21/2020
2905 300
10
CO
SE
1
290
5
12/31/9999
11/21/2020
2911 300
10
CO
SE
1
291
1
12/31/9999
11/21/2020
2912 300
10
CO
SE
1
291
2
12/31/9999
11/21/2020
2913 300
10
CO
SE
1
291
3
12/31/9999
11/21/2020
2914 300
10
CO
SE
1
291
4
12/31/9999
11/21/2020
2915 300
10
CO
SE
1
291
5
12/31/9999
11/21/2020
2921 300
10
CO
SE
1
292
1
12/31/9999
11/21/2020
2922 300
10
CO
SE
1
292
2
12/31/9999
11/21/2020
2923 300
10
CO
SE
1
292
3
12/31/9999
11/21/2020
2924 300
10
CO
SE
1
292
4
12/31/9999
11/21/2020
2925 300
10
CO
SE
1
292
5
12/31/9999
11/21/2020
2931 300
10
CO
SE
1
293
1
12/31/9999
11/21/2020
2932 300
10
CO
SE
1
293
2
12/31/9999
11/21/2020
2933 300
10
CO
SE
1
293
3
12/31/9999
11/21/2020
2934 300
10
CO
SE
1
293
4
12/31/9999
11/21/2020
2935 300
10
CO
SE
1
293
5
12/31/9999
11/21/2020
2941 300
10
CO
SE
1
294
1
12/31/9999
11/21/2020
2942 300
10
CO
SE
1
294
2
12/31/9999
11/21/2020
2943 300
10
CO
SE
1
294
3
12/31/9999
11/21/2020
2944 300
10
CO
SE
1
294
4
12/31/9999
11/21/2020
2945 300
10
CO
SE
1
294
5
12/31/9999
11/21/2020
2951 300
10
CO
SE
1
295
1
12/31/9999
11/21/2020
2952 300
10
CO
SE
1
295
2
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 42 Packet Pg. 77 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2953 300
10
CO
SE
1
295
3
12/31/
2024(FY25) 0
2954 300
10
CO
SE
1
295
4
12/31/9999
11/21/2020
2955 300
10
CO
SE
1
295
5
12/31/9999
11/21/2020
2961 300
10
CO
SE
1
296
1
12/31/9999
11/21/2020
2962 300
10
CO
SE
1
296
2
12/31/9999
11/21/2020
2963 300
10
CO
SE
1
296
3
12/31/9999
11/21/2020
2964 300
10
CO
SE
1
296
4
12/31/9999
11/21/2020
2965 300
10
CO
SE
1
296
5
12/31/9999
11/21/2020
2971 300
10
CO
SE
1
297
1
12/31/9999
11/29/2014
2972 300
10
CO
SE
1
297
2
12/31/9999
11/29/2014
2973 300
10
CO
SE
1
297
3
12/31/9999
11/29/2014
2974 300
10
CO
SE
1
297
4
12/31/9999
11/29/2014
2975 300
10
CO
SE
1
297
5
12/31/9999
11/29/2014
2981 300
10
CO
SE
1
298
1
12/31/9999
11/21/2020
2982 300
10
CO
SE
1
298
2
12/31/9999
11/21/2020
2983 300
10
CO
SE
1
298
3
12/31/9999
11/21/2020
2984 300
10
CO
SE
1
298
4
12/31/9999
11/21/2020
2985 300
10
CO
SE
1
298
5
12/31/9999
11/21/2020
2986 300
10
CO
SE
1
298
6
12/31/9999
11/21/2020
2987 300
10
CO
SE
1
298
7
12/31/9999
11/21/2020
2991 300
10
CO
SE
1
299
1
12/31/9999
11/21/2020
2992 300
10
CO
SE
1
299
2
12/31/9999
11/21/2020
2993 300
10
CO
SE
1
299
3
12/31/9999
11/21/2020
2994 300
10
CO
SE
1
299
4
12/31/9999
11/21/2020
2995 300
10
CO
SE
1
299
5
12/31/9999
11/21/2020
3001 300
10
CO
SE
1
300
1
12/31/9999
11/21/2020
3002 300
10
CO
SE
1
300
2
12/31/9999
11/21/2020
3003 300
10
CO
SE
1
300
3
12/31/9999
11/21/2020
3004 300
10
CO
SE
1
300
4
12/31/9999
11/21/2020
3005 300
10
CO
SE
1
300
5
12/31/9999
11/21/2020
3011 300
10
CO
SE
1
301
1
12/31/9999
11/21/2020
3012 300
10
CO
SE
1
301
2
12/31/9999
11/21/2020
3013 300
10
CO
SE
1
301
3
12/31/9999
11/21/2020
3014 300
10
CO
SE
1
301
4
12/31/9999
11/21/2020
3015 300
10
CO
SE
1
301
5
12/31/9999
11/21/2020
3021 300
10
CO
SE
1
302
1
12/31/9999
11/21/2020
3022 300
10
CO
SE
1
302
2
12/31/9999
11/21/2020
3023 300
10
CO
SE
1
302
3
12/31/9999
11/21/2020
3024 300
10
CO
SE
1
302
4
12/31/9999
11/21/2020
3025 300
10
CO
SE
1
302
5
12/31/9999
11/21/2020
3031 300
10
CO
SE
1
303
1
12/31/9999
11/21/2020
3032 300
10
CO
SE
1
303
2
12/31/9999
11/21/2020
3033 300
10
CO
SE
1
303
3
12/31/9999
11/21/2020
3034 300
10
CO
SE
1
303
4
12/31/9999
11/21/2020
3035 300
10
CO
SE
1
303
5
12/31/9999
11/21/2020
3041 300
10
CO
SE
1
304
1
12/31/9999
11/21/2020
3042 300
10
CO
SE
1
304
2
12/31/9999
11/21/2020
3043 300
10
CO
SE
1
304
3
12/31/9999
11/21/2020
3044 300
10
CO
SE
1
304
4
12/31/9999
11/21/2020
3045 300
10
CO
SE
1
304
5
12/31/9999
11/21/2020
3051 300
10
CO
SE
1
305
1
12/31/9999
6/30/2012
3052 300
10
CO
SE
1
305
2
12/31/9999
6/30/2012
3053 300
10
CO
SE
1
305
3
12/31/9999
6/30/2012
3054 300
10
CO
SE
1
305
4
12/31/9999
6/30/2012
3055 300
10
CO
SE
1
305
5
12/31/9999
6/30/2012
3061 300
10
CO
SE
1
306
1
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 43 Packet Pg. 78 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
3062 300
10
CO
SE
1
306
2
12/31/
2024(FY25) 0
3063 300
10
CO
SE
1
306
3
12/31/9999
11/21/2020
3064 300
10
CO
SE
1
306
4
12/31/9999
11/21/2020
3065 300
10
CO
SE
1
306
5
12/31/9999
11/21/2020
3071 300
10
CO
SE
1
307
1
12/31/9999
11/21/2020
3072 300
10
CO
SE
1
307
2
12/31/9999
11/21/2020
3073 300
10
CO
SE
1
307
3
12/31/9999
11/21/2020
3074 300
10
CO
SE
1
307
4
12/31/9999
11/21/2020
3075 300
10
CO
SE
1
307
5
12/31/9999
11/21/2020
3081 300
10
CO
SE
1
308
1
12/31/9999
11/21/2020
3082 300
10
CO
SE
1
308
2
12/31/9999
11/21/2020
3083 300
10
CO
SE
1
308
3
12/31/9999
11/21/2020
3084 300
10
CO
SE
1
308
4
12/31/9999
11/21/2020
3085 300
10
CO
SE
1
308
5
12/31/9999
11/21/2020
3091 300
10
CO
SE
1
309
1
12/31/9999
11/29/2014
3092 300
10
CO
SE
1
309
2
12/31/9999
11/29/2014
3093 300
10
CO
SE
1
309
3
12/31/9999
11/29/2014
3094 300
10
CO
SE
1
309
4
12/31/9999
11/29/2014
3095 300
10
CO
SE
1
309
5
12/31/9999
11/29/2014
3101 300
10
CO
SE
1
310
1
12/31/9999
11/21/2020
3102 300
10
CO
SE
1
310
2
12/31/9999
11/21/2020
3103 300
10
CO
SE
1
310
3
12/31/9999
11/21/2020
3104 300
10
CO
SE
1
310
4
12/31/9999
11/21/2020
3105 300
10
CO
SE
1
310
5
12/31/9999
11/21/2020
3111 300
10
CO
SE
1
311
1
12/31/9999
11/21/2020
3112 300
10
CO
SE
1
311
2
12/31/9999
11/21/2020
3113 300
10
CO
SE
1
311
3
12/31/9999
11/21/2020
3114 300
10
CO
SE
1
311
4
12/31/9999
11/21/2020
3115 300
10
CO
SE
1
311
5
12/31/9999
11/21/2020
3121 300
10
CO
SE
1
312
1
12/31/9999
11/21/2020
3122 300
10
CO
SE
1
312
2
12/31/9999
11/21/2020
3123 300
10
CO
SE
1
312
3
12/31/9999
11/21/2020
3124 300
10
CO
SE
1
312
4
12/31/9999
11/21/2020
3125 300
10
CO
SE
1
312
5
12/31/9999
11/21/2020
3131 300
10
CO
SE
1
313
1
12/31/9999
11/21/2020
3132 300
10
CO
SE
1
313
2
12/31/9999
11/21/2020
3133 300
10
CO
SE
1
313
3
12/31/9999
11/21/2020
3134 300
10
CO
SE
1
313
4
12/31/9999
11/21/2020
3135 300
10
CO
SE
1
313
5
12/31/9999
11/21/2020
3141 300
10
CO
SE
1
314
1
12/31/9999
11/21/2020
3142 300
10
CO
SE
1
314
2
12/31/9999
11/21/2020
3143 300
10
CO
SE
1
314
3
12/31/9999
11/21/2020
3144 300
10
CO
SE
1
314
4
12/31/9999
11/21/2020
3145 300
10
CO
SE
1
314
5
12/31/9999
11/21/2020
3151 300
10
CO
SE
1
315
1
12/31/9999
11/21/2020
3152 300
10
CO
SE
1
315
2
12/31/9999
11/21/2020
3153 300
10
CO
SE
1
315
3
12/31/9999
11/21/2020
3154 300
10
CO
SE
1
315
4
12/31/9999
11/21/2020
3155 300
10
CO
SE
1
315
5
12/31/9999
11/21/2020
3156 300
10
CO
SE
1
315
6
12/31/9999
11/21/2020
3157 300
10
CO
SE
1
315
7
12/31/9999
11/21/2020
3161 300
10
CO
SE
1
316
1
12/31/9999
11/21/2020
3162 300
10
CO
SE
1
316
2
12/31/9999
11/21/2020
3163 300
10
CO
SE
1
316
3
12/31/9999
11/21/2020
3164 300
10
CO
SE
1
316
4
12/31/9999
11/21/2020
3165 300
10
CO
SE
1
316
5
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 44 Packet Pg. 79 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
3166 300
10
CO
SE
1
316
6
12/31/
2024(FY25) 0
3167 300
10
CO
SE
1
316
7
12/31/9999
11/21/2020
3171 300
10
CO
SE
1
317
1
12/31/9999
11/21/2020
3172 300
10
CO
SE
1
317
2
12/31/9999
11/21/2020
3173 300
10
CO
SE
1
317
3
12/31/9999
11/21/2020
3174 300
10
CO
SE
1
317
4
12/31/9999
11/21/2020
3175 300
10
CO
SE
1
317
5
12/31/9999
11/21/2020
3181 300
10
CO
SE
1
318
1
12/31/9999
11/21/2020
3182 300
10
CO
SE
1
318
2
12/31/9999
11/21/2020
3183 300
10
CO
SE
1
318
3
12/31/9999
11/21/2020
3184 300
10
CO
SE
1
318
4
12/31/9999
11/21/2020
3185 300
10
CO
SE
1
318
5
12/31/9999
11/21/2020
3191 300
10
CO
SE
1
319
1
12/31/9999
11/21/2020
3192 300
10
CO
SE
1
319
2
12/31/9999
11/21/2020
3193 300
10
CO
SE
1
319
3
12/31/9999
11/21/2020
3194 300
10
CO
SE
1
319
4
12/31/9999
11/21/2020
3195 300
10
CO
SE
1
319
5
12/31/9999
11/21/2020
3201 300
10
CO
SE
1
320
1
12/31/9999
11/21/2020
3202 300
10
CO
SE
1
320
2
12/31/9999
11/21/2020
3203 300
10
CO
SE
1
320
3
12/31/9999
11/21/2020
3204 300
10
CO
SE
1
320
4
12/31/9999
11/21/2020
3205 300
10
CO
SE
1
320
5
12/31/9999
11/21/2020
3211 300
10
CO
SE
1
321
1
12/31/9999
11/21/2020
3212 300
10
CO
SE
1
321
2
12/31/9999
11/21/2020
3213 300
10
CO
SE
1
321
3
12/31/9999
11/21/2020
3214 300
10
CO
SE
1
321
4
12/31/9999
11/21/2020
3215 300
10
CO
SE
1
321
5
12/31/9999
11/21/2020
3221 300
10
CO
SE
1
322
1
12/31/9999
11/21/2020
3222 300
10
CO
SE
1
322
2
12/31/9999
11/21/2020
3223 300
10
CO
SE
1
322
3
12/31/9999
11/21/2020
3224 300
10
CO
SE
1
322
4
12/31/9999
11/21/2020
3225 300
10
CO
SE
1
322
5
12/31/9999
11/21/2020
3231 300
10
CO
SE
1
323
1
12/31/9999
11/21/2020
3232 300
10
CO
SE
1
323
2
12/31/9999
11/21/2020
3233 300
10
CO
SE
1
323
3
12/31/9999
11/21/2020
3234 300
10
CO
SE
1
323
4
12/31/9999
11/21/2020
3235 300
10
CO
SE
1
323
5
12/31/9999
11/21/2020
3251 300
10
CO
SE
1
325
1
12/31/9999
11/21/2020
3252 300
10
CO
SE
1
325
2
12/31/9999
11/21/2020
3253 300
10
CO
SE
1
325
3
12/31/9999
11/21/2020
3254 300
10
CO
SE
1
325
4
12/31/9999
11/21/2020
3255 300
10
CO
SE
1
325
5
12/31/9999
11/21/2020
3261 300
10
CO
SE
1
326
1
12/31/9999
11/21/2020
3262 300
10
CO
SE
1
326
2
12/31/9999
11/21/2020
3263 300
10
CO
SE
1
326
3
12/31/9999
11/21/2020
3264 300
10
CO
SE
1
326
4
12/31/9999
11/21/2020
3265 300
10
CO
SE
1
326
5
12/31/9999
11/21/2020
3301 300
10
CO
SE
1
330
1
12/31/9999
11/21/2020
3302 300
10
CO
SE
1
330
2
12/31/9999
11/21/2020
3303 300
10
CO
SE
1
330
3
12/31/9999
11/21/2020
3304 300
10
CO
SE
1
330
4
12/31/9999
11/21/2020
3305 300
10
CO
SE
1
330
5
12/31/9999
11/21/2020
3321 300
10
CO
SE
1
332
1
12/31/9999
11/21/2020
3322 300
10
CO
SE
1
332
2
12/31/9999
11/21/2020
3323 300
10
CO
SE
1
332
3
12/31/9999
11/21/2020
3324 300
10
CO
SE
1
332
4
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 45 Packet Pg. 80 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
3325 300
10
CO
SE
1
332
5
12/31/
2024(FY25) 0
3331 300
10
CO
SE
1
333
1
12/31/9999
11/21/2020
3332 300
10
CO
SE
1
333
2
12/31/9999
11/21/2020
3333 300
10
CO
SE
1
333
3
12/31/9999
11/21/2020
3334 300
10
CO
SE
1
333
4
12/31/9999
11/21/2020
3335 300
10
CO
SE
1
333
5
12/31/9999
11/21/2020
3401 300
10
CO
SE
1
340
1
12/31/9999
11/21/2020
3402 300
10
CO
SE
1
340
2
12/31/9999
11/21/2020
3403 300
10
CO
SE
1
340
3
12/31/9999
11/21/2020
3404 300
10
CO
SE
1
340
4
12/31/9999
11/21/2020
3405 300
10
CO
SE
1
340
5
12/31/9999
11/21/2020
3411 300
10
CO
SE
1
341
1
12/31/9999
11/21/2020
3412 300
10
CO
SE
1
341
2
12/31/9999
11/21/2020
3413 300
10
CO
SE
1
341
3
12/31/9999
11/21/2020
3414 300
10
CO
SE
1
341
4
12/31/9999
11/21/2020
3415 300
10
CO
SE
1
341
5
12/31/9999
11/21/2020
3421 300
10
CO
SE
1
342
1
12/31/9999
11/21/2020
3422 300
10
CO
SE
1
342
2
12/31/9999
11/21/2020
3423 300
10
CO
SE
1
342
3
12/31/9999
11/21/2020
3424 300
10
CO
SE
1
342
4
12/31/9999
11/21/2020
3425 300
10
CO
SE
1
342
5
12/31/9999
11/21/2020
3431 300
10
CO
SE
1
343
1
12/31/9999
11/29/2014
3432 300
10
CO
SE
1
343
2
12/31/9999
11/29/2014
3433 300
10
CO
SE
1
343
3
12/31/9999
11/29/2014
3434 300
10
CO
SE
1
343
4
12/31/9999
11/29/2014
3435 300
10
CO
SE
1
343
5
12/31/9999
11/29/2014
3441 300
10
CO
SE
1
344
1
12/31/9999
11/21/2020
3442 300
10
CO
SE
1
344
2
12/31/9999
11/21/2020
3443 300
10
CO
SE
1
344
3
12/31/9999
11/21/2020
3444 300
10
CO
SE
1
344
4
12/31/9999
11/21/2020
3445 300
10
CO
SE
1
344
5
12/31/9999
11/21/2020
3451 300
10
CO
SE
1
345
1
12/31/9999
11/21/2020
3452 300
10
CO
SE
1
345
2
12/31/9999
11/21/2020
3453 300
10
CO
SE
1
345
3
12/31/9999
11/21/2020
3454 300
10
CO
SE
1
345
4
12/31/9999
11/21/2020
3455 300
10
CO
SE
1
345
5
12/31/9999
11/21/2020
3461 300
10
CO
SE
1
346
1
12/31/9999
11/21/2020
3462 300
10
CO
SE
1
346
2
12/31/9999
11/21/2020
3463 300
10
CO
SE
1
346
3
12/31/9999
11/21/2020
3464 300
10
CO
SE
1
346
4
12/31/9999
11/21/2020
3465 300
10
CO
SE
1
346
5
12/31/9999
11/21/2020
3471 300
10
CO
SE
1
347
1
12/31/9999
11/21/2020
3472 300
10
CO
SE
1
347
2
12/31/9999
11/21/2020
3473 300
10
CO
SE
1
347
3
12/31/9999
11/21/2020
3474 300
10
CO
SE
1
347
4
12/31/9999
11/21/2020
3475 300
10
CO
SE
1
347
5
12/31/9999
11/21/2020
3481 300
10
CO
SE
1
348
1
12/31/9999
11/21/2020
3482 300
10
CO
SE
1
348
2
12/31/9999
11/21/2020
3483 300
10
CO
SE
1
348
3
12/31/9999
11/21/2020
3484 300
10
CO
SE
1
348
4
12/31/9999
11/21/2020
3485 300
10
CO
SE
1
348
5
12/31/9999
11/21/2020
3491 300
10
CO
SE
1
349
1
12/31/9999
11/21/2020
3492 300
10
CO
SE
1
349
2
12/31/9999
11/21/2020
3493 300
10
CO
SE
1
349
3
12/31/9999
11/21/2020
3494 300
10
CO
SE
1
349
4
12/31/9999
11/21/2020
3495 300
10
CO
SE
1
349
5
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 46 Packet Pg. 81 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
3521 300
10
CO
SE
1
352
1
12/31/
2024(FY25) 0
3522 300
10
CO
SE
1
352
2
12/31/9999
11/21/2020
3523 300
10
CO
SE
1
352
3
12/31/9999
11/21/2020
3524 300
10
CO
SE
1
352
4
12/31/9999
11/21/2020
3525 300
10
CO
SE
1
352
5
12/31/9999
11/21/2020
3531 300
10
CO
SE
1
353
1
12/31/9999
11/21/2020
3532 300
10
CO
SE
1
353
2
12/31/9999
11/21/2020
3533 300
10
CO
SE
1
353
3
12/31/9999
11/21/2020
3534 300
10
CO
SE
1
353
4
12/31/9999
11/21/2020
3535 300
10
CO
SE
1
353
5
12/31/9999
11/21/2020
3551 300
10
CO
SE
1
355
1
12/31/9999
11/21/2020
3552 300
10
CO
SE
1
355
2
12/31/9999
11/21/2020
3553 300
10
CO
SE
1
355
3
12/31/9999
11/21/2020
3554 300
10
CO
SE
1
355
4
12/31/9999
11/21/2020
3555 300
10
CO
SE
1
355
5
12/31/9999
11/21/2020
3561 300
10
CO
SE
1
356
1
12/31/9999
6/30/2012
3562 300
10
CO
SE
1
356
2
12/31/9999
6/30/2012
3563 300
10
CO
SE
1
356
3
12/31/9999
6/30/2012
3564 300
10
CO
SE
1
356
4
12/31/9999
6/30/2012
3565 300
10
CO
SE
1
356
5
12/31/9999
6/30/2012
3571 300
10
CO
SE
1
357
1
12/31/9999
6/30/2012
3572 300
10
CO
SE
1
357
2
12/31/9999
6/30/2012
3573 300
10
CO
SE
1
357
3
12/31/9999
6/30/2012
3574 300
10
CO
SE
1
357
4
12/31/9999
6/30/2012
3575 300
10
CO
SE
1
357
5
12/31/9999
6/30/2012
3601 300
10
CO
SE
1
360
1
12/31/9999
11/21/2020
3602 300
10
CO
SE
1
360
2
12/31/9999
11/21/2020
3603 300
10
CO
SE
1
360
3
12/31/9999
11/21/2020
3604 300
10
CO
SE
1
360
4
12/31/9999
11/21/2020
3605 300
10
CO
SE
1
360
5
12/31/9999
11/21/2020
3611 300
10
CO
SE
1
361
1
12/31/9999
11/21/2020
3612 300
10
CO
SE
1
361
2
12/31/9999
11/21/2020
3613 300
10
CO
SE
1
361
3
12/31/9999
11/21/2020
3614 300
10
CO
SE
1
361
4
12/31/9999
11/21/2020
3615 300
10
CO
SE
1
361
5
12/31/9999
11/21/2020
3621 300
10
CO
SE
1
362
1
12/31/9999
11/21/2020
3622 300
10
CO
SE
1
362
2
12/31/9999
11/21/2020
3623 300
10
CO
SE
1
362
3
12/31/9999
11/21/2020
3624 300
10
CO
SE
1
362
4
12/31/9999
11/21/2020
3625 300
10
CO
SE
1
362
5
12/31/9999
11/21/2020
3631 300
10
CO
SE
1
363
1
12/31/9999
11/21/2020
3632 300
10
CO
SE
1
363
2
12/31/9999
11/21/2020
3633 300
10
CO
SE
1
363
3
12/31/9999
11/21/2020
3634 300
10
CO
SE
1
363
4
12/31/9999
11/21/2020
3635 300
10
CO
SE
1
363
5
12/31/9999
11/21/2020
3641 300
10
CO
SE
1
364
1
12/31/9999
11/29/2014
3642 300
10
CO
SE
1
364
2
12/31/9999
11/29/2014
3643 300
10
CO
SE
1
364
3
12/31/9999
11/29/2014
3644 300
10
CO
SE
1
364
4
12/31/9999
11/29/2014
3645 300
10
CO
SE
1
364
5
12/31/9999
11/29/2014
3651 300
10
CO
SE
1
365
1
12/31/9999
11/21/2020
3652 300
10
CO
SE
1
365
2
12/31/9999
11/21/2020
3653 300
10
CO
SE
1
365
3
12/31/9999
11/21/2020
3654 300
10
CO
SE
1
365
4
12/31/9999
11/21/2020
3655 300
10
CO
SE
1
365
5
12/31/9999
11/21/2020
3661 300
10
CO
SE
1
366
1
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 47 Packet Pg. 82 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
3662 300
10
CO
SE
1
366
2
12/31/
2024(FY25) 0
3663 300
10
CO
SE
1
366
3
12/31/9999
11/21/2020
3664 300
10
CO
SE
1
366
4
12/31/9999
11/21/2020
3665 300
10
CO
SE
1
366
5
12/31/9999
11/21/2020
3681 300
10
CO
SE
1
368
1
12/31/9999
11/21/2020
3682 300
10
CO
SE
1
368
2
12/31/9999
11/21/2020
3683 300
10
CO
SE
1
368
3
12/31/9999
11/21/2020
3684 300
10
CO
SE
1
368
4
12/31/9999
11/21/2020
3685 300
10
CO
SE
1
368
5
12/31/9999
11/21/2020
3691 300
10
CO
SE
1
369
1
12/31/9999
11/21/2020
3692 300
10
CO
SE
1
369
2
12/31/9999
11/21/2020
3693 300
10
CO
SE
1
369
3
12/31/9999
11/21/2020
3694 300
10
CO
SE
1
369
4
12/31/9999
11/21/2020
3695 300
10
CO
SE
1
369
5
12/31/9999
11/21/2020
3701 300
10
CO
SE
1
370
1
12/31/9999
11/21/2020
3702 300
10
CO
SE
1
370
2
12/31/9999
11/21/2020
3703 300
10
CO
SE
1
370
3
12/31/9999
11/21/2020
3704 300
10
CO
SE
1
370
4
12/31/9999
11/21/2020
3705 300
10
CO
SE
1
370
5
12/31/9999
11/21/2020
3711 300
10
CO
SE
1
371
1
12/31/9999
11/21/2020
3712 300
10
CO
SE
1
371
2
12/31/9999
11/21/2020
3713 300
10
CO
SE
1
371
3
12/31/9999
11/21/2020
3714 300
10
CO
SE
1
371
4
12/31/9999
11/21/2020
3715 300
10
CO
SE
1
371
5
12/31/9999
11/21/2020
3731 300
10
CO
SE
1
373
1
12/31/9999
11/21/2020
3732 300
10
CO
SE
1
373
2
12/31/9999
11/21/2020
3733 300
10
CO
SE
1
373
3
12/31/9999
11/21/2020
3734 300
10
CO
SE
1
373
4
12/31/9999
11/21/2020
3735 300
10
CO
SE
1
373
5
12/31/9999
11/21/2020
3741 300
10
CO
SE
1
374
1
12/31/9999
11/21/2020
3742 300
10
CO
SE
1
374
2
12/31/9999
11/21/2020
3743 300
10
CO
SE
1
374
3
12/31/9999
11/21/2020
3744 300
10
CO
SE
1
374
4
12/31/9999
11/21/2020
3745 300
10
CO
SE
1
374
5
12/31/9999
11/21/2020
3751 300
10
CO
SE
1
375
1
12/31/9999
11/21/2020
3752 300
10
CO
SE
1
375
2
12/31/9999
11/21/2020
3753 300
10
CO
SE
1
375
3
12/31/9999
11/21/2020
3754 300
10
CO
SE
1
375
4
12/31/9999
11/21/2020
3755 300
10
CO
SE
1
375
5
12/31/9999
11/21/2020
3761 300
10
CO
SE
1
376
1
12/31/9999
11/21/2020
3762 300
10
CO
SE
1
376
2
12/31/9999
11/21/2020
3763 300
10
CO
SE
1
376
3
12/31/9999
11/21/2020
3764 300
10
CO
SE
1
376
4
12/31/9999
11/21/2020
3765 300
10
CO
SE
1
376
5
12/31/9999
11/21/2020
3771 300
10
CO
SE
1
377
1
12/31/9999
11/21/2020
3772 300
10
CO
SE
1
377
2
12/31/9999
11/21/2020
3773 300
10
CO
SE
1
377
3
12/31/9999
11/21/2020
3774 300
10
CO
SE
1
377
4
12/31/9999
11/21/2020
3775 300
10
CO
SE
1
377
5
12/31/9999
11/21/2020
3801 300
10
CO
SE
1
380
1
12/31/9999
6/30/2012
3802 300
10
CO
SE
1
380
2
12/31/9999
6/30/2012
3803 300
10
CO
SE
1
380
3
12/31/9999
6/30/2012
3804 300
10
CO
SE
1
380
4
12/31/9999
6/30/2012
3805 300
10
CO
SE
1
380
5
12/31/9999
6/30/2012
3811 300
10
CO
SE
1
381
1
12/31/9999
11/21/2020
3812 300
10
CO
SE
1
381
2
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 48 Packet Pg. 83 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
3813 300
10
CO
SE
1
381
3
12/31/
2024(FY25) 0
3814 300
10
CO
SE
1
381
4
12/31/9999
11/21/2020
3815 300
10
CO
SE
1
381
5
12/31/9999
11/21/2020
3831 300
10
CO
SE
1
383
1
12/31/9999
11/21/2020
3832 300
10
CO
SE
1
383
2
12/31/9999
11/21/2020
3833 300
10
CO
SE
1
383
3
12/31/9999
11/21/2020
3834 300
10
CO
SE
1
383
4
12/31/9999
11/21/2020
3835 300
10
CO
SE
1
383
5
12/31/9999
11/21/2020
3841 300
10
CO
SE
1
384
1
12/31/9999
11/21/2020
3842 300
10
CO
SE
1
384
2
12/31/9999
11/21/2020
3843 300
10
CO
SE
1
384
3
12/31/9999
11/21/2020
3844 300
10
CO
SE
1
384
4
12/31/9999
11/21/2020
3845 300
10
CO
SE
1
384
5
12/31/9999
11/21/2020
3851 300
10
CO
SE
1
385
1
12/31/9999
11/21/2020
3852 300
10
CO
SE
1
385
2
12/31/9999
11/21/2020
3853 300
10
CO
SE
1
385
3
12/31/9999
11/21/2020
3854 300
10
CO
SE
1
385
4
12/31/9999
11/21/2020
3855 300
10
CO
SE
1
385
5
12/31/9999
11/21/2020
3891 300
10
CO
SE
1
389
1
12/31/9999
11/21/2020
3892 300
10
CO
SE
1
389
2
12/31/9999
11/21/2020
3893 300
10
CO
SE
1
389
3
12/31/9999
11/21/2020
3894 300
10
CO
SE
1
389
4
12/31/9999
11/21/2020
3895 300
10
CO
SE
1
389
5
12/31/9999
11/21/2020
3901 300
10
CO
SE
1
390
1
12/31/9999
11/21/2020
3902 300
10
CO
SE
1
390
2
12/31/9999
11/21/2020
3903 300
10
CO
SE
1
390
3
12/31/9999
11/21/2020
3904 300
10
CO
SE
1
390
4
12/31/9999
11/21/2020
3905 300
10
CO
SE
1
390
5
12/31/9999
11/21/2020
3911 300
10
CO
SE
1
391
1
12/31/9999
11/21/2020
3912 300
10
CO
SE
1
391
2
12/31/9999
11/21/2020
3913 300
10
CO
SE
1
391
3
12/31/9999
11/21/2020
3914 300
10
CO
SE
1
391
4
12/31/9999
11/21/2020
3915 300
10
CO
SE
1
391
5
12/31/9999
11/21/2020
3921 300
10
CO
SE
1
392
1
12/31/9999
11/21/2020
3922 300
10
CO
SE
1
392
2
12/31/9999
11/21/2020
3923 300
10
CO
SE
1
392
3
12/31/9999
11/21/2020
3924 300
10
CO
SE
1
392
4
12/31/9999
11/21/2020
3925 300
10
CO
SE
1
392
5
12/31/9999
11/21/2020
3931 300
10
CO
SE
1
393
1
12/31/9999
11/29/2014
3932 300
10
CO
SE
1
393
2
12/31/9999
11/29/2014
3933 300
10
CO
SE
1
393
3
12/31/9999
11/29/2014
3934 300
10
CO
SE
1
393
4
12/31/9999
11/29/2014
3935 300
10
CO
SE
1
393
5
12/31/9999
11/29/2014
3961 300
10
CO
SE
1
396
1
12/31/9999
11/21/2020
3962 300
10
CO
SE
1
396
2
12/31/9999
11/21/2020
3963 300
10
CO
SE
1
396
3
12/31/9999
11/21/2020
3964 300
10
CO
SE
1
396
4
12/31/9999
11/21/2020
3965 300
10
CO
SE
1
396
5
12/31/9999
11/21/2020
3971 300
10
CO
SE
1
397
1
12/31/9999
11/21/2020
3972 300
10
CO
SE
1
397
2
12/31/9999
11/21/2020
3973 300
10
CO
SE
1
397
3
12/31/9999
11/21/2020
3974 300
10
CO
SE
1
397
4
12/31/9999
11/21/2020
3975 300
10
CO
SE
1
397
5
12/31/9999
11/21/2020
3981 300
10
CO
SE
1
398
1
12/31/9999
11/21/2020
3982 300
10
CO
SE
1
398
2
12/31/9999
11/21/2020
3983 300
10
CO
SE
1
398
3
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 49 Packet Pg. 84 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
3984 300
10
CO
SE
1
398
4
12/31/
2024(FY25) 0
3985 300
10
CO
SE
1
398
5
12/31/9999
11/21/2020
3991 300
10
CO
SE
1
399
1
12/31/9999
11/21/2020
3992 300
10
CO
SE
1
399
2
12/31/9999
11/21/2020
3993 300
10
CO
SE
1
399
3
12/31/9999
11/21/2020
3994 300
10
CO
SE
1
399
4
12/31/9999
11/21/2020
3995 300
10
CO
SE
1
399
5
12/31/9999
11/21/2020
4001 300
10
CO
SE
1
400
1
12/31/9999
6/30/2012
4002 300
10
CO
SE
1
400
2
12/31/9999
6/30/2012
4003 300
10
CO
SE
1
400
3
12/31/9999
6/30/2012
4004 300
10
CO
SE
1
400
4
12/31/9999
6/30/2012
4005 300
10
CO
SE
1
400
5
12/31/9999
6/30/2012
4051 300
10
CO
SE
1
405
1
12/31/9999
11/21/2020
4052 300
10
CO
SE
1
405
2
12/31/9999
11/21/2020
4053 300
10
CO
SE
1
405
3
12/31/9999
11/21/2020
4054 300
10
CO
SE
1
405
4
12/31/9999
11/21/2020
4055 300
10
CO
SE
1
405
5
12/31/9999
11/21/2020
4061 300
10
CO
SE
1
406
1
12/31/9999
11/21/2020
4062 300
10
CO
SE
1
406
2
12/31/9999
11/21/2020
4063 300
10
CO
SE
1
406
3
12/31/9999
11/21/2020
4064 300
10
CO
SE
1
406
4
12/31/9999
11/21/2020
4065 300
10
CO
SE
1
406
5
12/31/9999
11/21/2020
4071 300
10
CO
SE
1
407
1
12/31/9999
11/21/2020
4072 300
10
CO
SE
1
407
2
12/31/9999
11/21/2020
4073 300
10
CO
SE
1
407
3
12/31/9999
11/21/2020
4074 300
10
CO
SE
1
407
4
12/31/9999
11/21/2020
4075 300
10
CO
SE
1
407
5
12/31/9999
11/21/2020
4081 300
10
CO
SE
1
408
1
12/31/9999
11/21/2020
4082 300
10
CO
SE
1
408
2
12/31/9999
11/21/2020
4083 300
10
CO
SE
1
408
3
12/31/9999
11/21/2020
4084 300
10
CO
SE
1
408
4
12/31/9999
11/21/2020
4085 300
10
CO
SE
1
408
5
12/31/9999
11/21/2020
4091 300
10
CO
SE
1
409
1
12/31/9999
11/21/2020
4092 300
10
CO
SE
1
409
2
12/31/9999
11/21/2020
4093 300
10
CO
SE
1
409
3
12/31/9999
11/21/2020
4094 300
10
CO
SE
1
409
4
12/31/9999
11/21/2020
4095 300
10
CO
SE
1
409
5
12/31/9999
11/21/2020
4121 300
10
CO
SE
1
412
1
12/31/9999
11/21/2020
4122 300
10
CO
SE
1
412
2
12/31/9999
11/21/2020
4123 300
10
CO
SE
1
412
3
12/31/9999
11/21/2020
4124 300
10
CO
SE
1
412
4
12/31/9999
11/21/2020
4125 300
10
CO
SE
1
412
5
12/31/9999
11/21/2020
4131 300
10
CO
SE
1
413
1
12/31/9999
11/21/2020
4132 300
10
CO
SE
1
413
2
12/31/9999
11/21/2020
4133 300
10
CO
SE
1
413
3
12/31/9999
11/21/2020
4134 300
10
CO
SE
1
413
4
12/31/9999
11/21/2020
4135 300
10
CO
SE
1
413
5
12/31/9999
11/21/2020
4141 300
10
CO
SE
1
414
1
12/31/9999
6/30/2012
4142 300
10
CO
SE
1
414
2
12/31/9999
6/30/2012
4143 300
10
CO
SE
1
414
3
12/31/9999
6/30/2012
4144 300
10
CO
SE
1
414
4
12/31/9999
6/30/2012
4145 300
10
CO
SE
1
414
5
12/31/9999
6/30/2012
4151 300
10
CO
SE
1
415
1
12/31/9999
11/21/2020
4152 300
10
CO
SE
1
415
2
12/31/9999
11/21/2020
4153 300
10
CO
SE
1
415
3
12/31/9999
11/21/2020
4154 300
10
CO
SE
1
415
4
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 50 Packet Pg. 85 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
4155 300
10
CO
SE
1
415
5
12/31/
2024(FY25) 0
4161 300
10
CO
SE
1
416
1
12/31/9999
11/21/2020
4162 300
10
CO
SE
1
416
2
12/31/9999
11/21/2020
4163 300
10
CO
SE
1
416
3
12/31/9999
11/21/2020
4164 300
10
CO
SE
1
416
4
12/31/9999
11/21/2020
4165 300
10
CO
SE
1
416
5
12/31/9999
11/21/2020
4171 300
10
CO
SE
1
417
1
12/31/9999
11/21/2020
4172 300
10
CO
SE
1
417
2
12/31/9999
11/21/2020
4173 300
10
CO
SE
1
417
3
12/31/9999
11/21/2020
4174 300
10
CO
SE
1
417
4
12/31/9999
11/21/2020
4175 300
10
CO
SE
1
417
5
12/31/9999
11/21/2020
4181 300
10
CO
SE
1
418
1
12/31/9999
11/21/2020
4182 300
10
CO
SE
1
418
2
12/31/9999
11/21/2020
4183 300
10
CO
SE
1
418
3
12/31/9999
11/21/2020
4184 300
10
CO
SE
1
418
4
12/31/9999
11/21/2020
4185 300
10
CO
SE
1
418
5
12/31/9999
11/21/2020
4191 300
10
CO
SE
1
419
1
12/31/9999
11/21/2020
4192 300
10
CO
SE
1
419
2
12/31/9999
11/21/2020
4193 300
10
CO
SE
1
419
3
12/31/9999
11/21/2020
4194 300
10
CO
SE
1
419
4
12/31/9999
11/21/2020
4195 300
10
CO
SE
1
419
5
12/31/9999
11/21/2020
4201 300
10
CO
SE
1
420
1
12/31/9999
12/9/2017
4202 300
10
CO
SE
1
420
2
12/31/9999
12/9/2017
4203 300
10
CO
SE
1
420
3
12/31/9999
12/9/2017
4204 300
10
CO
SE
1
420
4
12/31/9999
12/9/2017
4205 300
10
CO
SE
1
420
5
12/31/9999
12/9/2017
4301 300
10
CO
SE
1
430
1
12/31/9999
11/21/2020
4302 300
10
CO
SE
1
430
2
12/31/9999
11/21/2020
4303 300
10
CO
SE
1
430
3
12/31/9999
11/21/2020
4304 300
10
CO
SE
1
430
4
12/31/9999
11/21/2020
4305 300
10
CO
SE
1
430
5
12/31/9999
11/21/2020
4311 300
10
CO
SE
1
431
1
12/31/9999
11/21/2020
4312 300
10
CO
SE
1
431
2
12/31/9999
11/21/2020
4313 300
10
CO
SE
1
431
3
12/31/9999
11/21/2020
4314 300
10
CO
SE
1
431
4
12/31/9999
11/21/2020
4315 300
10
CO
SE
1
431
5
12/31/9999
11/21/2020
4321 300
10
CO
SE
1
432
1
12/31/9999
11/21/2020
4322 300
10
CO
SE
1
432
2
12/31/9999
11/21/2020
4323 300
10
CO
SE
1
432
3
12/31/9999
11/21/2020
4324 300
10
CO
SE
1
432
4
12/31/9999
11/21/2020
4325 300
10
CO
SE
1
432
5
12/31/9999
11/21/2020
4341 300
10
CO
SE
1
434
1
12/31/9999
11/21/2020
4342 300
10
CO
SE
1
434
2
12/31/9999
11/21/2020
4343 300
10
CO
SE
1
434
3
12/31/9999
11/21/2020
4344 300
10
CO
SE
1
434
4
12/31/9999
11/21/2020
4345 300
10
CO
SE
1
434
5
12/31/9999
11/21/2020
4351 300
10
CO
SE
1
435
1
12/31/9999
11/21/2020
4352 300
10
CO
SE
1
435
2
12/31/9999
11/21/2020
4353 300
10
CO
SE
1
435
3
12/31/9999
11/21/2020
4354 300
10
CO
SE
1
435
4
12/31/9999
11/21/2020
4355 300
10
CO
SE
1
435
5
12/31/9999
11/21/2020
4361 300
10
CO
SE
1
436
1
12/31/9999
7/1/2012
4362 300
10
CO
SE
1
436
2
12/31/9999
7/1/2012
4363 300
10
CO
SE
1
436
3
12/31/9999
7/1/2012
4364 300
10
CO
SE
1
436
4
12/31/9999
7/1/2012
4365 300
10
CO
SE
1
436
5
12/31/9999
7/1/2012
Item 4: Staff Report Pg. 51 Packet Pg. 86 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
4371 300
10
CO
SE
1
437
1
12/31/
2024(FY25) 2
4372 300
10
CO
SE
1
437
2
12/31/9999
7/1/2012
4373 300
10
CO
SE
1
437
3
12/31/9999
7/1/2012
4374 300
10
CO
SE
1
437
4
12/31/9999
7/1/2012
4375 300
10
CO
SE
1
437
5
12/31/9999
7/1/2012
4511 300
10
CO
SE
1
451
1
12/31/9999
11/21/2020
4512 300
10
CO
SE
1
451
2
12/31/9999
11/21/2020
4513 300
10
CO
SE
1
451
3
12/31/9999
11/21/2020
4514 300
10
CO
SE
1
451
4
12/31/9999
11/21/2020
4515 300
10
CO
SE
1
451
5
12/31/9999
11/21/2020
4521 300
10
CO
SE
1
452
1
12/31/9999
11/21/2020
4522 300
10
CO
SE
1
452
2
12/31/9999
11/21/2020
4523 300
10
CO
SE
1
452
3
12/31/9999
11/21/2020
4524 300
10
CO
SE
1
452
4
12/31/9999
11/21/2020
4525 300
10
CO
SE
1
452
5
12/31/9999
11/21/2020
4561 300
10
CO
SE
1
456
1
12/31/9999
6/30/2012
4562 300
10
CO
SE
1
456
2
12/31/9999
6/30/2012
4563 300
10
CO
SE
1
456
3
12/31/9999
6/30/2012
4564 300
10
CO
SE
1
456
4
12/31/9999
6/30/2012
4565 300
10
CO
SE
1
456
5
12/31/9999
6/30/2012
4591 300
10
CO
SE
1
459
1
12/31/9999
6/30/2012
4592 300
10
CO
SE
1
459
2
12/31/9999
6/30/2012
4593 300
10
CO
SE
1
459
3
12/31/9999
6/30/2012
4594 300
10
CO
SE
1
459
4
12/31/9999
6/30/2012
4595 300
10
CO
SE
1
459
5
12/31/9999
6/30/2012
4601 300
10
CO
SE
1
460
1
12/31/9999
11/21/2020
4602 300
10
CO
SE
1
460
2
12/31/9999
11/21/2020
4603 300
10
CO
SE
1
460
3
12/31/9999
11/21/2020
4604 300
10
CO
SE
1
460
4
12/31/9999
11/21/2020
4605 300
10
CO
SE
1
460
5
12/31/9999
11/21/2020
4611 300
10
CO
SE
1
461
1
12/31/9999
11/21/2020
4612 300
10
CO
SE
1
461
2
12/31/9999
11/21/2020
4613 300
10
CO
SE
1
461
3
12/31/9999
11/21/2020
4614 300
10
CO
SE
1
461
4
12/31/9999
11/21/2020
4615 300
10
CO
SE
1
461
5
12/31/9999
11/21/2020
4621 300
10
CO
SE
1
462
1
12/31/9999
11/21/2020
4622 300
10
CO
SE
1
462
2
12/31/9999
11/21/2020
4623 300
10
CO
SE
1
462
3
12/31/9999
11/21/2020
4624 300
10
CO
SE
1
462
4
12/31/9999
11/21/2020
4625 300
10
CO
SE
1
462
5
12/31/9999
11/21/2020
4631 300
10
CO
SE
1
463
1
12/31/9999
12/9/2017
4632 300
10
CO
SE
1
463
2
12/31/9999
12/9/2017
4633 300
10
CO
SE
1
463
3
12/31/9999
12/9/2017
4634 300
10
CO
SE
1
463
4
12/31/9999
12/9/2017
4635 300
10
CO
SE
1
463
5
12/31/9999
12/9/2017
4641 300
10
CO
SE
1
464
1
12/31/9999
11/21/2020
4642 300
10
CO
SE
1
464
2
12/31/9999
11/21/2020
4643 300
10
CO
SE
1
464
3
12/31/9999
11/21/2020
4644 300
10
CO
SE
1
464
4
12/31/9999
11/21/2020
4645 300
10
CO
SE
1
464
5
12/31/9999
11/21/2020
4791 300
10
CO
SE
1
479
1
12/31/9999
11/21/2020
4792 300
10
CO
SE
1
479
2
12/31/9999
11/21/2020
4793 300
10
CO
SE
1
479
3
12/31/9999
11/21/2020
4794 300
10
CO
SE
1
479
4
12/31/9999
11/21/2020
4795 300
10
CO
SE
1
479
5
12/31/9999
11/21/2020
4801 300
10
CO
SE
1
480
1
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 52 Packet Pg. 87 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
4802 300
10
CO
SE
1
480
2
12/31/
2024(FY25) 0
4803 300
10
CO
SE
1
480
3
12/31/9999
11/21/2020
4804 300
10
CO
SE
1
480
4
12/31/9999
11/21/2020
4805 300
10
CO
SE
1
480
5
12/31/9999
11/21/2020
4811 300
10
CO
SE
1
481
1
12/31/9999
11/21/2020
4812 300
10
CO
SE
1
481
2
12/31/9999
11/21/2020
4813 300
10
CO
SE
1
481
3
12/31/9999
11/21/2020
4814 300
10
CO
SE
1
481
4
12/31/9999
11/21/2020
4815 300
10
CO
SE
1
481
5
12/31/9999
11/21/2020
4821 300
10
CO
SE
1
482
1
12/31/9999
11/21/2020
4822 300
10
CO
SE
1
482
2
12/31/9999
11/21/2020
4823 300
10
CO
SE
1
482
3
12/31/9999
11/21/2020
4824 300
10
CO
SE
1
482
4
12/31/9999
11/21/2020
4825 300
10
CO
SE
1
482
5
12/31/9999
11/21/2020
4841 300
10
CO
SE
1
484
1
12/31/9999
11/21/2020
4842 300
10
CO
SE
1
484
2
12/31/9999
11/21/2020
4843 300
10
CO
SE
1
484
3
12/31/9999
11/21/2020
4844 300
10
CO
SE
1
484
4
12/31/9999
11/21/2020
4845 300
10
CO
SE
1
484
5
12/31/9999
11/21/2020
4861 300
10
CO
SE
1
486
1
12/31/9999
11/21/2020
4862 300
10
CO
SE
1
486
2
12/31/9999
11/21/2020
4863 300
10
CO
SE
1
486
3
12/31/9999
11/21/2020
4864 300
10
CO
SE
1
486
4
12/31/9999
11/21/2020
4865 300
10
CO
SE
1
486
5
12/31/9999
11/21/2020
4891 300
10
CO
SE
1
489
1
12/31/9999
12/9/2017
4892 300
10
CO
SE
1
489
2
12/31/9999
12/9/2017
4893 300
10
CO
SE
1
489
3
12/31/9999
12/9/2017
4894 300
10
CO
SE
1
489
4
12/31/9999
12/9/2017
4895 300
10
CO
SE
1
489
5
12/31/9999
12/9/2017
4991 300
10
CO
SE
1
499
1
12/31/9999
11/21/2020
4992 300
10
CO
SE
1
499
2
12/31/9999
11/21/2020
4993 300
10
CO
SE
1
499
3
12/31/9999
11/21/2020
4994 300
10
CO
SE
1
499
4
12/31/9999
11/21/2020
4995 300
10
CO
SE
1
499
5
12/31/9999
11/21/2020
5001 300
10
CO
SE
1
500
1
12/31/9999
11/21/2020
5002 300
10
CO
SE
1
500
2
12/31/9999
11/21/2020
5003 300
10
CO
SE
1
500
3
12/31/9999
11/21/2020
5004 300
10
CO
SE
1
500
4
12/31/9999
11/21/2020
5005 300
10
CO
SE
1
500
5
12/31/9999
11/21/2020
5011 300
10
CO
SE
1
501
1
12/31/9999
11/21/2020
5012 300
10
CO
SE
1
501
2
12/31/9999
11/21/2020
5013 300
10
CO
SE
1
501
3
12/31/9999
11/21/2020
5014 300
10
CO
SE
1
501
4
12/31/9999
11/21/2020
5015 300
10
CO
SE
1
501
5
12/31/9999
11/21/2020
5021 300
10
CO
SE
1
502
1
12/31/9999
11/21/2020
5022 300
10
CO
SE
1
502
2
12/31/9999
11/21/2020
5023 300
10
CO
SE
1
502
3
12/31/9999
11/21/2020
5024 300
10
CO
SE
1
502
4
12/31/9999
11/21/2020
5025 300
10
CO
SE
1
502
5
12/31/9999
11/21/2020
5031 300
10
CO
SE
1
503
1
12/31/9999
11/21/2020
5032 300
10
CO
SE
1
503
2
12/31/9999
11/21/2020
5033 300
10
CO
SE
1
503
3
12/31/9999
11/21/2020
5034 300
10
CO
SE
1
503
4
12/31/9999
11/21/2020
5035 300
10
CO
SE
1
503
5
12/31/9999
11/21/2020
5041 300
10
CO
SE
1
504
1
12/31/9999
11/21/2020
5042 300
10
CO
SE
1
504
2
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 53 Packet Pg. 88 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
5043 300
10
CO
SE
1
504
3
12/31/
2024(FY25) 0
5044 300
10
CO
SE
1
504
4
12/31/9999
11/21/2020
5045 300
10
CO
SE
1
504
5
12/31/9999
11/21/2020
5051 300
10
CO
SE
1
505
1
12/31/9999
11/29/2014
5052 300
10
CO
SE
1
505
2
12/31/9999
11/29/2014
5053 300
10
CO
SE
1
505
3
12/31/9999
11/29/2014
5054 300
10
CO
SE
1
505
4
12/31/9999
11/29/2014
5055 300
10
CO
SE
1
505
5
12/31/9999
11/29/2014
5061 300
10
CO
SE
1
506
1
12/31/9999
11/21/2020
5062 300
10
CO
SE
1
506
2
12/31/9999
11/21/2020
5063 300
10
CO
SE
1
506
3
12/31/9999
11/21/2020
5064 300
10
CO
SE
1
506
4
12/31/9999
11/21/2020
5065 300
10
CO
SE
1
506
5
12/31/9999
11/21/2020
5071 300
10
CO
SE
1
507
1
12/31/9999
11/21/2020
5072 300
10
CO
SE
1
507
2
12/31/9999
11/21/2020
5073 300
10
CO
SE
1
507
3
12/31/9999
11/21/2020
5074 300
10
CO
SE
1
507
4
12/31/9999
11/21/2020
5075 300
10
CO
SE
1
507
5
12/31/9999
11/21/2020
5081 300
10
CO
SE
1
508
1
12/31/9999
11/21/2020
5082 300
10
CO
SE
1
508
2
12/31/9999
11/21/2020
5083 300
10
CO
SE
1
508
3
12/31/9999
11/21/2020
5084 300
10
CO
SE
1
508
4
12/31/9999
11/21/2020
5085 300
10
CO
SE
1
508
5
12/31/9999
11/21/2020
5091 300
10
CO
SE
1
509
1
12/31/9999
11/21/2020
5092 300
10
CO
SE
1
509
2
12/31/9999
11/21/2020
5093 300
10
CO
SE
1
509
3
12/31/9999
11/21/2020
5094 300
10
CO
SE
1
509
4
12/31/9999
11/21/2020
5095 300
10
CO
SE
1
509
5
12/31/9999
11/21/2020
5101 300
10
CO
SE
1
510
1
12/31/9999
11/21/2020
5102 300
10
CO
SE
1
510
2
12/31/9999
11/21/2020
5103 300
10
CO
SE
1
510
3
12/31/9999
11/21/2020
5104 300
10
CO
SE
1
510
4
12/31/9999
11/21/2020
5105 300
10
CO
SE
1
510
5
12/31/9999
11/21/2020
5111 300
10
CO
SE
1
511
1
12/31/9999
6/30/2012
5112 300
10
CO
SE
1
511
2
12/31/9999
6/30/2012
5113 300
10
CO
SE
1
511
3
12/31/9999
6/30/2012
5114 300
10
CO
SE
1
511
4
12/31/9999
6/30/2012
5115 300
10
CO
SE
1
511
5
12/31/9999
6/30/2012
5121 300
10
CO
SE
1
512
1
12/31/9999
11/21/2020
5122 300
10
CO
SE
1
512
2
12/31/9999
11/21/2020
5123 300
10
CO
SE
1
512
3
12/31/9999
11/21/2020
5124 300
10
CO
SE
1
512
4
12/31/9999
11/21/2020
5125 300
10
CO
SE
1
512
5
12/31/9999
11/21/2020
5131 300
10
CO
SE
1
513
1
12/31/9999
11/21/2020
5132 300
10
CO
SE
1
513
2
12/31/9999
11/21/2020
5133 300
10
CO
SE
1
513
3
12/31/9999
11/21/2020
5134 300
10
CO
SE
1
513
4
12/31/9999
11/21/2020
5135 300
10
CO
SE
1
513
5
12/31/9999
11/21/2020
5141 300
10
CO
SE
1
514
1
12/31/9999
11/21/2020
5142 300
10
CO
SE
1
514
2
12/31/9999
11/21/2020
5143 300
10
CO
SE
1
514
3
12/31/9999
11/21/2020
5144 300
10
CO
SE
1
514
4
12/31/9999
11/21/2020
5145 300
10
CO
SE
1
514
5
12/31/9999
11/21/2020
5151 300
10
CO
SE
1
515
1
12/31/9999
11/21/2020
5152 300
10
CO
SE
1
515
2
12/31/9999
11/21/2020
5153 300
10
CO
SE
1
515
3
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 54 Packet Pg. 89 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
5154 300
10
CO
SE
1
515
4
12/31/
2024(FY25) 0
5155 300
10
CO
SE
1
515
5
12/31/9999
11/21/2020
5161 300
10
CO
SE
1
516
1
12/31/9999
11/21/2020
5162 300
10
CO
SE
1
516
2
12/31/9999
11/21/2020
5163 300
10
CO
SE
1
516
3
12/31/9999
11/21/2020
5164 300
10
CO
SE
1
516
4
12/31/9999
11/21/2020
5165 300
10
CO
SE
1
516
5
12/31/9999
11/21/2020
5171 300
10
CO
SE
1
517
1
12/31/9999
11/21/2020
5172 300
10
CO
SE
1
517
2
12/31/9999
11/21/2020
5173 300
10
CO
SE
1
517
3
12/31/9999
11/21/2020
5174 300
10
CO
SE
1
517
4
12/31/9999
11/21/2020
5175 300
10
CO
SE
1
517
5
12/31/9999
11/21/2020
5271 300
10
CO
SE
1
527
1
12/31/9999
11/21/2020
5272 300
10
CO
SE
1
527
2
12/31/9999
11/21/2020
5273 300
10
CO
SE
1
527
3
12/31/9999
11/21/2020
5274 300
10
CO
SE
1
527
4
12/31/9999
11/21/2020
5275 300
10
CO
SE
1
527
5
12/31/9999
11/21/2020
5281 300
10
CO
SE
1
528
1
12/31/9999
11/21/2020
5282 300
10
CO
SE
1
528
2
12/31/9999
11/21/2020
5283 300
10
CO
SE
1
528
3
12/31/9999
11/21/2020
5284 300
10
CO
SE
1
528
4
12/31/9999
11/21/2020
5285 300
10
CO
SE
1
528
5
12/31/9999
11/21/2020
5291 300
10
CO
SE
1
529
1
12/31/9999
11/21/2020
5292 300
10
CO
SE
1
529
2
12/31/9999
11/21/2020
5293 300
10
CO
SE
1
529
3
12/31/9999
11/21/2020
5294 300
10
CO
SE
1
529
4
12/31/9999
11/21/2020
5295 300
10
CO
SE
1
529
5
12/31/9999
11/21/2020
5301 300
10
CO
SE
1
530
1
12/31/9999
11/21/2020
5302 300
10
CO
SE
1
530
2
12/31/9999
11/21/2020
5303 300
10
CO
SE
1
530
3
12/31/9999
11/21/2020
5304 300
10
CO
SE
1
530
4
12/31/9999
11/21/2020
5305 300
10
CO
SE
1
530
5
12/31/9999
11/21/2020
5311 300
10
CO
SE
1
531
1
12/31/9999
11/21/2020
5312 300
10
CO
SE
1
531
2
12/31/9999
11/21/2020
5313 300
10
CO
SE
1
531
3
12/31/9999
11/21/2020
5314 300
10
CO
SE
1
531
4
12/31/9999
11/21/2020
5315 300
10
CO
SE
1
531
5
12/31/9999
11/21/2020
5321 300
10
CO
SE
1
532
1
12/31/9999
11/21/2020
5322 300
10
CO
SE
1
532
2
12/31/9999
11/21/2020
5323 300
10
CO
SE
1
532
3
12/31/9999
11/21/2020
5324 300
10
CO
SE
1
532
4
12/31/9999
11/21/2020
5325 300
10
CO
SE
1
532
5
12/31/9999
11/21/2020
5331 300
10
CO
SE
1
533
1
12/31/9999
11/21/2020
5332 300
10
CO
SE
1
533
2
12/31/9999
11/21/2020
5333 300
10
CO
SE
1
533
3
12/31/9999
11/21/2020
5334 300
10
CO
SE
1
533
4
12/31/9999
11/21/2020
5335 300
10
CO
SE
1
533
5
12/31/9999
11/21/2020
5351 300
10
CO
SE
1
535
1
12/31/9999
11/21/2020
5352 300
10
CO
SE
1
535
2
12/31/9999
11/21/2020
5353 300
10
CO
SE
1
535
3
12/31/9999
11/21/2020
5354 300
10
CO
SE
1
535
4
12/31/9999
11/21/2020
5355 300
10
CO
SE
1
535
5
12/31/9999
11/21/2020
5361 300
10
CO
SE
1
536
1
12/31/9999
11/21/2020
5362 300
10
CO
SE
1
536
2
12/31/9999
11/21/2020
5363 300
10
CO
SE
1
536
3
12/31/9999
11/21/2020
5364 300
10
CO
SE
1
536
4
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 55 Packet Pg. 90 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
5365 300
10
CO
SE
1
536
5
12/31/
2024(FY25) 0
5411 300
10
CO
SE
1
541
1
12/31/9999
11/21/2020
5412 300
10
CO
SE
1
541
2
12/31/9999
11/21/2020
5413 300
10
CO
SE
1
541
3
12/31/9999
11/21/2020
5414 300
10
CO
SE
1
541
4
12/31/9999
11/21/2020
5415 300
10
CO
SE
1
541
5
12/31/9999
11/21/2020
5421 300
10
CO
SE
1
542
1
12/31/9999
11/21/2020
5422 300
10
CO
SE
1
542
2
12/31/9999
11/21/2020
5423 300
10
CO
SE
1
542
3
12/31/9999
11/21/2020
5424 300
10
CO
SE
1
542
4
12/31/9999
11/21/2020
5425 300
10
CO
SE
1
542
5
12/31/9999
11/21/2020
5431 300
10
CO
SE
1
543
1
12/31/9999
11/21/2020
5432 300
10
CO
SE
1
543
2
12/31/9999
11/21/2020
5433 300
10
CO
SE
1
543
3
12/31/9999
11/21/2020
5434 300
10
CO
SE
1
543
4
12/31/9999
11/21/2020
5435 300
10
CO
SE
1
543
5
12/31/9999
11/21/2020
5441 300
10
CO
SE
1
544
1
12/31/9999
11/21/2020
5442 300
10
CO
SE
1
544
2
12/31/9999
11/21/2020
5443 300
10
CO
SE
1
544
3
12/31/9999
11/21/2020
5444 300
10
CO
SE
1
544
4
12/31/9999
11/21/2020
5445 300
10
CO
SE
1
544
5
12/31/9999
11/21/2020
5451 300
10
CO
SE
1
545
1
12/31/9999
11/21/2020
5452 300
10
CO
SE
1
545
2
12/31/9999
11/21/2020
5453 300
10
CO
SE
1
545
3
12/31/9999
11/21/2020
5454 300
10
CO
SE
1
545
4
12/31/9999
11/21/2020
5455 300
10
CO
SE
1
545
5
12/31/9999
11/21/2020
5461 300
10
CO
SE
1
546
1
12/31/9999
11/21/2020
5462 300
10
CO
SE
1
546
2
12/31/9999
11/21/2020
5463 300
10
CO
SE
1
546
3
12/31/9999
11/21/2020
5464 300
10
CO
SE
1
546
4
12/31/9999
11/21/2020
5465 300
10
CO
SE
1
546
5
12/31/9999
11/21/2020
5471 300
10
CO
SE
1
547
1
12/31/9999
11/21/2020
5472 300
10
CO
SE
1
547
2
12/31/9999
11/21/2020
5473 300
10
CO
SE
1
547
3
12/31/9999
11/21/2020
5474 300
10
CO
SE
1
547
4
12/31/9999
11/21/2020
5475 300
10
CO
SE
1
547
5
12/31/9999
11/21/2020
5481 300
10
CO
SE
1
548
1
12/31/9999
11/21/2020
5482 300
10
CO
SE
1
548
2
12/31/9999
11/21/2020
5483 300
10
CO
SE
1
548
3
12/31/9999
11/21/2020
5484 300
10
CO
SE
1
548
4
12/31/9999
11/21/2020
5485 300
10
CO
SE
1
548
5
12/31/9999
11/21/2020
5491 300
10
CO
SE
1
549
1
12/31/9999
11/21/2020
5492 300
10
CO
SE
1
549
2
12/31/9999
11/21/2020
5493 300
10
CO
SE
1
549
3
12/31/9999
11/21/2020
5494 300
10
CO
SE
1
549
4
12/31/9999
11/21/2020
5495 300
10
CO
SE
1
549
5
12/31/9999
11/21/2020
5501 300
10
CO
SE
1
550
1
12/31/9999
11/21/2020
5502 300
10
CO
SE
1
550
2
12/31/9999
11/21/2020
5503 300
10
CO
SE
1
550
3
12/31/9999
11/21/2020
5504 300
10
CO
SE
1
550
4
12/31/9999
11/21/2020
5505 300
10
CO
SE
1
550
5
12/31/9999
11/21/2020
5511 300
10
CO
SE
1
551
1
12/31/9999
11/29/2014
5512 300
10
CO
SE
1
551
2
12/31/9999
11/29/2014
5513 300
10
CO
SE
1
551
3
12/31/9999
11/29/2014
5514 300
10
CO
SE
1
551
4
12/31/9999
11/29/2014
5515 300
10
CO
SE
1
551
5
12/31/9999
11/29/2014
Item 4: Staff Report Pg. 56 Packet Pg. 91 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
5521 300
10
CO
SE
1
552
1
12/31/
2024(FY25) 0
5522 300
10
CO
SE
1
552
2
12/31/9999
11/21/2020
5523 300
10
CO
SE
1
552
3
12/31/9999
11/21/2020
5524 300
10
CO
SE
1
552
4
12/31/9999
11/21/2020
5525 300
10
CO
SE
1
552
5
12/31/9999
11/21/2020
5531 300
10
CO
SE
1
553
1
12/31/9999
11/21/2020
5532 300
10
CO
SE
1
553
2
12/31/9999
11/21/2020
5533 300
10
CO
SE
1
553
3
12/31/9999
11/21/2020
5534 300
10
CO
SE
1
553
4
12/31/9999
11/21/2020
5535 300
10
CO
SE
1
553
5
12/31/9999
11/21/2020
5541 300
10
CO
SE
1
554
1
12/31/9999
11/21/2020
5542 300
10
CO
SE
1
554
2
12/31/9999
11/21/2020
5543 300
10
CO
SE
1
554
3
12/31/9999
11/21/2020
5544 300
10
CO
SE
1
554
4
12/31/9999
11/21/2020
5545 300
10
CO
SE
1
554
5
12/31/9999
11/21/2020
5601 300
10
CO
SE
1
560
1
12/31/9999
11/21/2020
5602 300
10
CO
SE
1
560
2
12/31/9999
11/21/2020
5603 300
10
CO
SE
1
560
3
12/31/9999
11/21/2020
5604 300
10
CO
SE
1
560
4
12/31/9999
11/21/2020
5605 300
10
CO
SE
1
560
5
12/31/9999
11/21/2020
5701 300
10
CO
SE
1
570
1
12/31/9999
11/21/2020
5702 300
10
CO
SE
1
570
2
12/31/9999
11/21/2020
5703 300
10
CO
SE
1
570
3
12/31/9999
11/21/2020
5704 300
10
CO
SE
1
570
4
12/31/9999
11/21/2020
5705 300
10
CO
SE
1
570
5
12/31/9999
11/21/2020
5711 300
10
CO
SE
1
571
1
12/31/9999
11/21/2020
5712 300
10
CO
SE
1
571
2
12/31/9999
11/21/2020
5713 300
10
CO
SE
1
571
3
12/31/9999
11/21/2020
5714 300
10
CO
SE
1
571
4
12/31/9999
11/21/2020
5715 300
10
CO
SE
1
571
5
12/31/9999
11/21/2020
5721 300
10
CO
SE
1
572
1
12/31/9999
11/21/2020
5722 300
10
CO
SE
1
572
2
12/31/9999
11/21/2020
5723 300
10
CO
SE
1
572
3
12/31/9999
11/21/2020
5724 300
10
CO
SE
1
572
4
12/31/9999
11/21/2020
5725 300
10
CO
SE
1
572
5
12/31/9999
11/21/2020
5751 300
10
CO
SE
1
575
1
12/31/9999
11/21/2020
5752 300
10
CO
SE
1
575
2
12/31/9999
11/21/2020
5753 300
10
CO
SE
1
575
3
12/31/9999
11/21/2020
5754 300
10
CO
SE
1
575
4
12/31/9999
11/21/2020
5755 300
10
CO
SE
1
575
5
12/31/9999
11/21/2020
5761 300
10
CO
SE
1
576
1
12/31/9999
11/21/2020
5762 300
10
CO
SE
1
576
2
12/31/9999
11/21/2020
5763 300
10
CO
SE
1
576
3
12/31/9999
11/21/2020
5764 300
10
CO
SE
1
576
4
12/31/9999
11/21/2020
5765 300
10
CO
SE
1
576
5
12/31/9999
11/21/2020
7021 300
10
CO
SE
1
702
1
12/31/9999
11/21/2020
7022 300
10
CO
SE
1
702
2
12/31/9999
11/21/2020
7023 300
10
CO
SE
1
702
3
12/31/9999
11/21/2020
7024 300
10
CO
SE
1
702
4
12/31/9999
11/21/2020
7025 300
10
CO
SE
1
702
5
12/31/9999
11/21/2020
34001 300
10
CO
SE
1
3400
1
12/31/9999
11/21/2020
34001 300
10
CO
SM
1
3400
1
12/31/9999
11/21/2020
34002 300
10
CO
SE
1
3400
2
12/31/9999
11/21/2020
34002 300
10
CO
SM
1
3400
2
12/31/9999
11/21/2020
34003 300
10
CO
SE
1
3400
3
12/31/9999
11/21/2020
34003 300
10
CO
SM
1
3400
3
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 57 Packet Pg. 92 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
34004 300
10
CO
SE
1
3400
4
12/31/
2024(FY25) 0
34004 300
10
CO
SM
1
3400
4
12/31/9999
11/21/2020
34005 300
10
CO
SE
1
3400
5
12/31/9999
11/21/2020
34005 300
10
CO
SM
1
3400
5
12/31/9999
11/21/2020
34101 300
10
CO
SE
1
3410
1
12/31/9999
11/21/2020
34101 300
10
CO
SM
1
3410
1
12/31/9999
11/21/2020
34102 300
10
CO
SE
1
3410
2
12/31/9999
11/21/2020
34102 300
10
CO
SM
1
3410
2
12/31/9999
11/21/2020
34103 300
10
CO
SE
1
3410
3
12/31/9999
11/21/2020
34103 300
10
CO
SM
1
3410
3
12/31/9999
11/21/2020
34104 300
10
CO
SE
1
3410
4
12/31/9999
11/21/2020
34104 300
10
CO
SM
1
3410
4
12/31/9999
11/21/2020
34105 300
10
CO
SE
1
3410
5
12/31/9999
11/21/2020
34105 300
10
CO
SM
1
3410
5
12/31/9999
11/21/2020
34201 300
10
CO
SM
1
3420
1
12/31/9999
6/30/2012
34202 300
10
CO
SM
1
3420
2
12/31/9999
6/30/2012
34203 300
10
CO
SM
1
3420
3
12/31/9999
6/30/2012
34204 300
10
CO
SM
1
3420
4
12/31/9999
6/30/2012
34205 300
10
CO
SM
1
3420
5
12/31/9999
6/30/2012
34301 300
10
CO
SM
1
3430
1
12/31/9999
11/29/2014
34302 300
10
CO
SM
1
3430
2
12/31/9999
11/29/2014
34303 300
10
CO
SM
1
3430
3
12/31/9999
11/29/2014
34304 300
10
CO
SM
1
3430
4
12/31/9999
11/29/2014
34305 300
10
CO
SM
1
3430
5
12/31/9999
11/29/2014
34401 300
10
CO
SE
1
3440
1
12/31/9999
11/21/2020
34401 300
10
CO
SM
1
3440
1
12/31/9999
11/21/2020
34402 300
10
CO
SE
1
3440
2
12/31/9999
11/21/2020
34402 300
10
CO
SM
1
3440
2
12/31/9999
11/21/2020
34403 300
10
CO
SE
1
3440
3
12/31/9999
11/21/2020
34403 300
10
CO
SM
1
3440
3
12/31/9999
11/21/2020
34404 300
10
CO
SE
1
3440
4
12/31/9999
11/21/2020
34404 300
10
CO
SM
1
3440
4
12/31/9999
11/21/2020
34405 300
10
CO
SE
1
3440
5
12/31/9999
11/21/2020
34405 300
10
CO
SM
1
3440
5
12/31/9999
11/21/2020
34501 300
10
CO
SE
1
3450
1
12/31/9999
11/21/2020
34501 300
10
CO
SM
1
3450
1
12/31/9999
11/21/2020
34502 300
10
CO
SE
1
3450
2
12/31/9999
11/21/2020
34502 300
10
CO
SM
1
3450
2
12/31/9999
11/21/2020
34503 300
10
CO
SE
1
3450
3
12/31/9999
11/21/2020
34503 300
10
CO
SM
1
3450
3
12/31/9999
11/21/2020
34504 300
10
CO
SE
1
3450
4
12/31/9999
11/21/2020
34504 300
10
CO
SM
1
3450
4
12/31/9999
11/21/2020
34505 300
10
CO
SE
1
3450
5
12/31/9999
11/21/2020
34505 300
10
CO
SM
1
3450
5
12/31/9999
11/21/2020
34601 300
10
CO
SE
1
3460
1
12/31/9999
11/21/2020
34601 300
10
CO
SM
1
3460
1
12/31/9999
11/21/2020
34602 300
10
CO
SE
1
3460
2
12/31/9999
11/21/2020
34602 300
10
CO
SM
1
3460
2
12/31/9999
11/21/2020
34603 300
10
CO
SE
1
3460
3
12/31/9999
11/21/2020
34603 300
10
CO
SM
1
3460
3
12/31/9999
11/21/2020
34604 300
10
CO
SE
1
3460
4
12/31/9999
11/21/2020
34604 300
10
CO
SM
1
3460
4
12/31/9999
11/21/2020
34605 300
10
CO
SE
1
3460
5
12/31/9999
11/21/2020
34605 300
10
CO
SM
1
3460
5
12/31/9999
11/21/2020
34701 300
10
CO
SE
1
3470
1
12/31/9999
11/21/2020
34701 300
10
CO
SM
1
3470
1
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 58 Packet Pg. 93 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
34702 300
10
CO
SE
1
3470
2
12/31/
2024(FY25) 0
34702 300
10
CO
SM
1
3470
2
12/31/9999
11/21/2020
34703 300
10
CO
SE
1
3470
3
12/31/9999
11/21/2020
34703 300
10
CO
SM
1
3470
3
12/31/9999
11/21/2020
34704 300
10
CO
SE
1
3470
4
12/31/9999
11/21/2020
34704 300
10
CO
SM
1
3470
4
12/31/9999
11/21/2020
34705 300
10
CO
SE
1
3470
5
12/31/9999
11/21/2020
34705 300
10
CO
SM
1
3470
5
12/31/9999
11/21/2020
34801 300
10
CO
SE
1
3480
1
12/31/9999
11/21/2020
34801 300
10
CO
SM
1
3480
1
12/31/9999
11/21/2020
34802 300
10
CO
SE
1
3480
2
12/31/9999
11/21/2020
34802 300
10
CO
SM
1
3480
2
12/31/9999
11/21/2020
34803 300
10
CO
SE
1
3480
3
12/31/9999
11/21/2020
34803 300
10
CO
SM
1
3480
3
12/31/9999
11/21/2020
34804 300
10
CO
SE
1
3480
4
12/31/9999
11/21/2020
34804 300
10
CO
SM
1
3480
4
12/31/9999
11/21/2020
34805 300
10
CO
SE
1
3480
5
12/31/9999
11/21/2020
34805 300
10
CO
SM
1
3480
5
12/31/9999
11/21/2020
34901 300
10
CO
SE
1
3490
1
12/31/9999
11/21/2020
34901 300
10
CO
SM
1
3490
1
12/31/9999
11/21/2020
34902 300
10
CO
SE
1
3490
2
12/31/9999
11/21/2020
34902 300
10
CO
SM
1
3490
2
12/31/9999
11/21/2020
34903 300
10
CO
SE
1
3490
3
12/31/9999
11/21/2020
34903 300
10
CO
SM
1
3490
3
12/31/9999
11/21/2020
34904 300
10
CO
SE
1
3490
4
12/31/9999
11/21/2020
34904 300
10
CO
SM
1
3490
4
12/31/9999
11/21/2020
34905 300
10
CO
SE
1
3490
5
12/31/9999
11/21/2020
34905 300
10
CO
SM
1
3490
5
12/31/9999
11/21/2020
36001 300
10
CO
SE
1
3600
1
12/31/9999
11/21/2020
36001 300
10
CO
SM
1
3600
1
12/31/9999
11/21/2020
36002 300
10
CO
SE
1
3600
2
12/31/9999
11/21/2020
36002 300
10
CO
SM
1
3600
2
12/31/9999
11/21/2020
36003 300
10
CO
SE
1
3600
3
12/31/9999
11/21/2020
36003 300
10
CO
SM
1
3600
3
12/31/9999
11/21/2020
36004 300
10
CO
SE
1
3600
4
12/31/9999
11/21/2020
36004 300
10
CO
SM
1
3600
4
12/31/9999
11/21/2020
36005 300
10
CO
SE
1
3600
5
12/31/9999
11/21/2020
36005 300
10
CO
SM
1
3600
5
12/31/9999
11/21/2020
36101 300
10
CO
SE
1
3610
1
12/31/9999
11/21/2020
36101 300
10
CO
SM
1
3610
1
12/31/9999
11/21/2020
36102 300
10
CO
SE
1
3610
2
12/31/9999
11/21/2020
36102 300
10
CO
SM
1
3610
2
12/31/9999
11/21/2020
36103 300
10
CO
SE
1
3610
3
12/31/9999
11/21/2020
36103 300
10
CO
SM
1
3610
3
12/31/9999
11/21/2020
36104 300
10
CO
SE
1
3610
4
12/31/9999
11/21/2020
36104 300
10
CO
SM
1
3610
4
12/31/9999
11/21/2020
36105 300
10
CO
SE
1
3610
5
12/31/9999
11/21/2020
36105 300
10
CO
SM
1
3610
5
12/31/9999
11/21/2020
36201 300
10
CO
SE
1
3620
1
12/31/9999
11/21/2020
36201 300
10
CO
SM
1
3620
1
12/31/9999
11/21/2020
36202 300
10
CO
SE
1
3620
2
12/31/9999
11/21/2020
36202 300
10
CO
SM
1
3620
2
12/31/9999
11/21/2020
36203 300
10
CO
SE
1
3620
3
12/31/9999
11/21/2020
36203 300
10
CO
SM
1
3620
3
12/31/9999
11/21/2020
36204 300
10
CO
SE
1
3620
4
12/31/9999
11/21/2020
36204 300
10
CO
SM
1
3620
4
12/31/9999
11/21/2020
Item 4: Staff Report Pg. 59 Packet Pg. 94 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
36205 300
10
CO
SE
1
3620
5
12/31/
2024(FY25) 0
36205 300
10
CO
SM
1
3620
5
12/31/9999
11/21/2020
36301 300
10
CO
SE
1
3630
1
12/31/9999
11/21/2020
36301 300
10
CO
SM
1
3630
1
12/31/9999
11/21/2020
36302 300
10
CO
SE
1
3630
2
12/31/9999
11/21/2020
36302 300
10
CO
SM
1
3630
2
12/31/9999
11/21/2020
36303 300
10
CO
SE
1
3630
3
12/31/9999
11/21/2020
36303 300
10
CO
SM
1
3630
3
12/31/9999
11/21/2020
36304 300
10
CO
SE
1
3630
4
12/31/9999
11/21/2020
36304 300
10
CO
SM
1
3630
4
12/31/9999
11/21/2020
36305 300
10
CO
SE
1
3630
5
12/31/9999
11/21/2020
36305 300
10
CO
SM
1
3630
5
12/31/9999
11/21/2020
36401 300
10
CO
SM
1
3640
1
12/31/9999
6/30/2012
36402 300
10
CO
SM
1
3640
2
12/31/9999
6/30/2012
36403 300
10
CO
SM
1
3640
3
12/31/9999
6/30/2012
36404 300
10
CO
SM
1
3640
4
12/31/9999
6/30/2012
36405 300
10
CO
SM
1
3640
5
12/31/9999
6/30/2012
Item 4: Staff Report Pg. 60 Packet Pg. 95 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
Amount lAnchor
data
1.04 L 2024 (FY25)
57.06
2001
22.19
22.45
2002
23.36
23.63
2003
24.59
24.88
2004
25.88
26.19
2005
27.24
19.61
2011
20.41
20.65
2012
21.48
21.73
2013
22.61
22.88
2014
23.8
24.08
2015
25.05
28.58
2031
29.72
30.08
2032
31.28
31.66
2033
32.93
33.32
2034
34.66
35.07
2035
36.48
30.67
2041
31.87
32.28
2042
33.55
33.97
2043
35.32
35.75
2044
37.18
37.63
2045
39.14
41.18
2051
42.82
43.34
2052
45.07
45.62
2053
47.44
48.02
2054
49.94
50.54
2055
52.57
26.24
2061
27.29
27.62
2062
28.73
29.07
2063
30.24
30.60
2064
31.83
32.21
2065
33.5
32.84
2071
34.13
34.56
2072
35.93
36.37
2073
37.82
38.28
2074
39.81
40.29
2075
41.91
45.64
2081
47.46
48.04
2082
49.96
50.56
2083
52.59
53.22
2084
55.36
56.02
2085
58.27
31.68
2091
32.94
33.34
2092
34.67
35.09
2093
36.49
36.93
2094
38.41
38.87
2095
40.43
21.33
2101
22.19
22.45
2102
23.36
23.63
2103
24.59
24.88
2104
25.88
26.19
2105
27.24
27.76
2111
28.86
29.22
2112
30.38
30.75
2113
31.98
32.36
2114
33.66
34.06
2115
35.43
Item 4: Staff Report Pg. 61 Packet Pg. 96 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
40.90 2121
42.52
2024 (FY25)
43.05 2122
44.76
45.31 2123
47.12
47.69 2124
49.6
50.20 2125
52.21
24.06 2131
25
25.32 2132
26.32
26.65 2133
27.71
28.05 2134
29.17
29.52 2135
30.71
41.18 2141
42.82
43.34 2142
45.07
45.62 2143
47.44
48.02 2144
49.94
50.54 2145
52.57
45.43 2151
47.25
47.82 2152
49.74
50.34 2153
52.36
52.99 2154
55.12
55.78 2155
58.02
55.05 2161
57.23
57.94 2162
60.24
60.98 2163
63.41
64.18 2164
66.75
67.55 2165
70.26
33.46 2171
34.79
35.22 2172
36.62
37.07 2173
38.55
39.02 2174
40.58
41.07 2175
42.72
30.44 2181
31.64
32.04 2182
33.31
33.72 2183
35.06
35.49 2184
36.91
37.35 2185
38.85
39.46 2191
41.03
41.53 2192
43.19
43.71 2193
45.46
46.01 2194
47.85
48.43 2195
50.37
24.84 2201
25.83
26.15 2202
27.19
27.52 2203
28.62
28.97 2204
30.13
30.50 2205
31.72
23.18 2211
24.1
24.40 2212
25.37
25.69 2213
26.71
27.04 2214
28.12
28.46 2215
29.6
20.94 2221
21.77
22.04 2222
22.92
23.20 2223
24.13
24.42 2224
25.4
25.71 2225
26.74
33.13 2231
34.45
Item 4: Staff Report Pg. 62 Packet Pg. 97 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
34.87
2232
36.26
2024 (FY25)
36.70
2233
38.17
38.63
2234
40.18
40.66
2235
42.29
46.07
2241
47.91
48.49
2242
50.43
51.04
2243
53.08
53.72
2244
55.87
56.54
2245
58.81
19.61
2251
20.41
20.65
2252
21.48
21.73
2253
22.61
22.88
2254
23.8
24.08
2255
25.05
33.07
2261
34.39
34.81
2262
36.2
36.64
2263
38.1
38.56
2264
40.1
40.58
2265
42.21
41.65
2271
43.3
43.84
2272
45.58
46.14
2273
47.98
48.56
2274
50.5
51.11
2275
53.16
41.32
2291
42.95
43.49
2292
45.21
45.77
2293
47.59
48.17
2294
50.09
50.70
2295
52.73
27.28
2301
28.37
28.71
2302
29.86
30.22
2303
31.43
31.81
2304
33.08
33.48
2305
34.82
40.45
2311
42.08
42.58
2312
44.29
44.82
2313
46.62
47.18
2314
49.07
49.66
2315
51.65
49.16
2321
51.11
51.74
2322
53.8
54.46
2323
56.63
57.32
2324
59.61
60.33
2325
62.75
43.84
2331
45.57
46.14
2332
47.97
48.56
2333
50.49
51.11
2334
53.15
53.79
2335
55.95
23.37
2351
24.31
24.60
2352
25.59
25.90
2353
26.94
27.26
2354
28.36
28.70
2355
29.85
30.07
2361
31.28
31.65
2362
32.93
Item 4: Staff Report Pg. 63 Packet Pg. 98 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
33.32
2363
34.66
2024 (FY25)
35.07
2364
36.48
36.92
2365
38.4
33.76
2371
35.11
35.54
2372
36.96
37.41
2373
38.9
39.38
2374
40.95
41.45
2375
43.11
27.15
2381
28.24
28.58
2382
29.73
30.08
2383
31.29
31.66
2384
32.94
33.33
2385
34.67
46.13
2391
47.96
48.55
2392
50.48
51.10
2393
53.14
53.78
2394
55.94
56.61
2395
58.88
30.61
2401
31.83
32.22
2402
33.5
33.91
2403
35.26
35.69
2404
37.12
37.56
2405
39.07
28.61
2411
29.74
30.11
2412
31.3
31.69
2413
32.95
33.35
2414
34.68
35.10
2415
36.51
39.82
2421
41.41
41.91
2422
43.59
44.11
2423
45.88
46.43
2424
48.29
48.87
2425
50.83
23.81
2431
24.78
25.07
2432
26.08
26.39
2433
27.45
27.78
2434
28.89
29.24
2435
30.41
37.16
2441
38.63
39.11
2442
40.66
41.16
2443
42.8
43.32
2444
45.05
45.59
2445
47.42
9.07
2451
9.43
9.54
2452
9.93
10.05
2453
10.45
10.57
2454
11
11.13
2455
11.58
58.77
2461
61.1
61.86
2462
64.32
65.11
2463
67.71
68.53
2464
71.27
72.13
2465
75.02
52.02
2471
54.09
54.75
2472
56.94
57.63
2473
59.94
Item 4: Staff Report Pg. 64 Packet Pg. 99 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
60.66
2474
63.09
2024 (FY25)
63.85
2475
66.41
31.15
2481
32.38
32.78
2482
34.08
34.50
2483
35.87
36.31
2484
37.76
38.22
2485
39.75
20.93
2491
21.76
22.03
2492
22.91
23.19
2493
24.12
24.41
2494
25.39
25.70
2495
26.73
29.77
2501
30.95
31.33
2502
32.58
32.97
2503
34.29
34.70
2504
36.09
36.52
2505
37.99
36.32
2511
37.76
38.23
2512
39.75
40.24
2513
41.84
42.35
2514
44.04
44.57
2515
46.36
28.74
2521
29.89
30.25
2522
31.46
31.84
2523
33.12
33.51
2524
34.86
35.27
2525
36.69
27.20
2531
28.26
28.63
2532
29.75
30.13
2533
31.32
31.71
2534
32.97
33.37
2535
34.71
31.98
2541
33.25
33.66
2542
35
35.43
2543
36.84
37.29
2544
38.78
39.25
2545
40.82
39.61
2551
41.18
41.69
2552
43.35
43.88
2553
45.63
46.18
2554
48.03
48.61
2555
50.56
46.98
2561
48.84
49.45
2562
51.41
52.05
2563
54.12
54.78
2564
56.97
57.66
2565
59.97
45.41
2571
47.21
47.79
2572
49.69
50.30
2573
52.3
52.94
2574
55.05
55.72
2575
57.95
42.86
2581
44.56
45.11
2582
46.9
47.48
2583
49.37
49.97
2584
51.97
Item 4: Staff Report Pg. 65 Packet Pg. 100 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
52.60
2585
54.71
2024 (FY25)
30.77
2591
32.01
32.39
2592
33.69
34.09
2593
35.46
35.88
2594
37.33
37.77
2595
39.29
36.48
2601
37.92
38.39
2602
39.92
40.41
2603
42.02
42.53
2604
44.23
44.76
2605
46.56
45.40
2611
47.2
47.78
2612
49.68
50.29
2613
52.29
52.93
2614
55.04
55.71
2615
57.94
56.23
2621
58.46
59.18
2622
61.54
62.29
2623
64.78
65.56
2624
68.19
69.01
2625
71.78
25.97
2631
27.01
27.34
2632
28.43
28.78
2633
29.93
30.29
2634
31.5
31.88
2635
33.16
29.40
2651
30.56
30.94
2652
32.17
32.56
2653
33.86
34.27
2654
35.64
36.07
2655
37.52
32.89
2661
34.21
34.63
2662
36.01
36.45
2663
37.91
38.37
2664
39.91
40.39
2665
42.01
44.83
2671
46.62
47.18
2672
49.07
49.66
2673
51.65
52.27
2674
54.37
55.02
2675
57.23
42.79
2681
44.5
45.04
2682
46.84
47.41
2683
49.31
49.90
2684
51.9
52.52
2685
54.63
47.40
2691
49.29
49.89
2692
51.88
52.51
2693
54.61
55.27
2694
57.48
58.17
2695
60.5
38.63
2701
40.17
40.66
2702
42.28
42.80
2703
44.51
45.05
2704
46.85
47.42
2705
49.32
Item 4: Staff Report Pg. 66 Packet Pg. 101 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
40.91
2711
42.53
2024(FY25)
43.06
2712
44.77
45.32
2713
47.13
47.70
2714
49.61
50.21
2715
52.22
61.67
2721
64.12
64.91
2722
67.49
68.32
2723
71.04
71.91
2724
74.78
75.69
2725
78.72
65.99
2731
68.61
69.46
2732
72.22
73.11
2733
76.02
76.95
2734
80.02
80.99
2735
84.23
35.07
2741
36.46
36.91
2742
38.38
38.85
2743
40.4
40.89
2744
42.53
43.04
2745
44.77
28.63
2751
29.78
30.14
2752
31.35
31.73
2753
33
33.40
2754
34.74
35.16
2755
36.57
29.08
2761
30.24
30.61
2762
31.83
32.22
2763
33.5
33.91
2764
35.26
35.69
2765
37.12
24.58
2771
25.56
25.87
2772
26.9
27.23
2773
28.32
28.66
2774
29.81
30.17
2775
31.38
26.90
2781
27.99
28.32
2782
29.46
29.81
2783
31.01
31.38
2784
32.64
33.03
2785
34.36
38.04
2801
39.54
40.04
2802
41.62
42.14
2803
43.81
44.35
2804
46.12
46.68
2805
48.55
34.39
2811
35.76
36.19
2812
37.64
38.09
2813
39.62
40.09
2814
41.7
42.20
2815
43.89
25.47
2821
26.5
26.81
2822
27.89
28.22
2823
29.36
29.71
2824
30.9
31.27
2825
32.53
29.33
2831
30.51
Item 4: Staff Report Pg. 67 Packet Pg. 102 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
30.88
2832
32.12
2024 (FY25)
32.50
2833
33.81
34.21
2834
35.59
36.01
2835
37.46
55.37
2841
57.56
58.28
2842
60.59
61.34
2843
63.78
64.56
2844
67.14
67.95
2845
70.67
36.44
2861
37.88
38.35
2862
39.87
40.36
2863
41.97
42.48
2864
44.18
44.71
2865
46.5
39.33
2871
40.9
41.40
2872
43.05
43.57
2873
45.32
45.86
2874
47.7
48.27
2875
50.21
33.34
2881
34.66
35.09
2882
36.48
36.93
2883
38.4
38.87
2884
40.42
40.91
2885
42.55
43.02
2891
44.73
45.28
2892
47.08
47.66
2893
49.56
50.16
2894
52.17
52.80
2895
54.92
46.22
2901
48.06
48.65
2902
50.59
51.21
2903
53.25
53.90
2904
56.05
56.73
2905
59
41.73
2911
43.4
43.92
2912
45.68
46.23
2913
48.08
48.66
2914
50.61
51.22
2915
53.27
47.94
2921
49.85
50.46
2922
52.47
53.11
2923
55.23
55.90
2924
58.14
58.84
2925
61.2
31.88
2931
33.14
33.55
2932
34.88
35.31
2933
36.72
37.16
2934
38.65
39.11
2935
40.68
28.29
2941
29.4
29.77
2942
30.95
31.33
2943
32.58
32.97
2944
34.29
34.70
2945
36.09
30.71
2951
31.93
32.32
2952
33.61
Item 4: Staff Report Pg. 68 Packet Pg. 103 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
34.02
2953
35.38
2024 (FY25)
35.81
2954
37.24
37.69
2955
39.2
32.92
2961
34.22
34.65
2962
36.02
36.47
2963
37.92
38.38
2964
39.92
40.40
2965
42.02
38.31
2971
39.84
40.32
2972
41.94
42.45
2973
44.15
44.68
2974
46.47
47.03
2975
48.92
42.13
2981
43.8
44.34
2982
46.1
46.67
2983
48.53
49.12
2984
51.08
51.70
2985
53.77
53.00
2986
55.12
54.33
2987
56.5
43.13
2991
44.84
45.39
2992
47.2
47.77
2993
49.68
50.28
2994
52.29
52.92
2995
55.04
46.03
3001
47.86
48.45
3002
50.38
51.00
3003
53.03
53.68
3004
55.82
56.50
3005
58.76
41.42
3011
43.07
43.60
3012
45.34
45.89
3013
47.73
48.30
3014
50.24
50.84
3015
52.88
31.17
3021
32.4
32.81
3022
34.11
34.53
3023
35.9
36.34
3024
37.79
38.25
3025
39.78
33.49
3031
34.82
35.25
3032
36.65
37.10
3033
38.58
39.05
3034
40.61
41.10
3035
42.75
53.45
3041
55.58
56.26
3042
58.51
59.22
3043
61.59
62.33
3044
64.83
65.61
3045
68.24
34.55
3051
35.93
36.37
3052
37.82
38.28
3053
39.81
40.30
3054
41.91
42.42
3055
44.12
42.43
3061
44.13
Item 4: Staff Report Pg. 69 Packet Pg. 104 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
44.66 3062
46.45
2024 (FY25)
47.01 3063
48.89
49.48 3064
51.46
52.08 3065
54.17
69.05 3071
71.78
72.68 3072
75.56
76.50 3073
79.54
80.52 3074
83.73
84.75 3075
88.14
41.34 3081
42.97
43.51 3082
45.23
45.79 3083
47.61
48.20 3084
50.12
50.73 3085
52.76
38.27 3091
39.81
40.28 3092
41.9
42.40 3093
44.1
44.63 3094
46.42
46.98 3095
48.86
51.75 3101
53.81
54.47 3102
56.64
57.33 3103
59.62
60.34 3104
62.76
63.51 3105
66.06
31.95 3111
33.22
33.63 3112
34.97
35.40 3113
36.81
37.26 3114
38.75
39.22 3115
40.79
31.13 3121
32.35
32.76 3122
34.05
34.48 3123
35.84
36.29 3124
37.73
38.19 3125
39.72
29.11 3131
30.26
30.64 3132
31.85
32.25 3133
33.53
33.94 3134
35.29
35.72 3135
37.15
30.63 3141
31.84
32.24 3142
33.52
33.93 3143
35.28
35.71 3144
37.14
37.58 3145
39.09
49.78 3151
51.75
52.39 3152
54.47
55.14 3153
57.34
58.04 3154
60.36
61.09 3155
63.54
62.62 3156
65.13
64.19 3157
66.76
44.37 3161
46.12
46.70 3162
48.55
49.15 3163
51.11
51.73 3164
53.8
54.45 3165
56.63
Item 4: Staff Report Pg. 70 Packet Pg. 105 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
55.82
3166
58.05
2024(FY25)
57.22
3167
59.51
35.64
3171
37.05
37.51
3172
39
39.48
3173
41.05
41.55
3174
43.21
43.73
3175
45.48
52.73
3181
54.82
55.50
3182
57.7
58.42
3183
60.74
61.49
3184
63.94
64.72
3185
67.31
38.61
3191
40.15
40.64
3192
42.26
42.77
3193
44.48
45.02
3194
46.82
47.38
3195
49.28
33.84
3201
35.19
35.62
3202
37.04
37.49
3203
38.99
39.46
3204
41.04
41.53
3205
43.2
32.76
3211
34.06
34.48
3212
35.85
36.29
3213
37.74
38.20
3214
39.73
40.21
3215
41.82
65.59
3221
68.2
69.04
3222
71.79
72.67
3223
75.57
76.49
3224
79.55
80.51
3225
83.74
34.58
3231
35.94
36.39
3232
37.83
38.30
3233
39.82
40.31
3234
41.92
42.43
3235
44.13
42.16
3251
43.81
44.37
3252
46.12
46.70
3253
48.55
49.15
3254
51.11
51.73
3255
53.8
38.76
3261
40.29
40.79
3262
42.41
42.93
3263
44.64
45.18
3264
46.99
47.55
3265
49.46
44.27
3301
46.03
46.59
3302
48.45
49.04
3303
51
51.62
3304
53.68
54.33
3305
56.51
55.05
3321
57.23
57.94
3322
60.24
60.98
3323
63.41
64.18
3324
66.75
Item 4: Staff Report Pg. 71 Packet Pg. 106 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
67.55 3325
70.26
2024 (FY25)
48.87 3331
50.81
51.44 3332
53.48
54.14 3333
56.29
56.98 3334
59.25
59.97 3335
62.37
60.84 3401
63.27
64.04 3402
66.6
67.41 3403
70.1
70.95 3404
73.79
74.68 3405
77.67
43.67 3411
45.39
45.96 3412
47.78
48.37 3413
50.29
50.91 3414
52.94
53.58 3415
55.73
41.49 3421
43.13
43.67 3422
45.4
45.96 3423
47.79
48.37 3424
50.3
50.91 3425
52.95
38.58 3431
40.14
40.62 3432
42.25
42.75 3433
44.47
45.00 3434
46.81
47.37 3435
49.27
44.80 3441
46.57
47.15 3442
49.02
49.63 3443
51.6
52.24 3444
54.32
54.98 3445
57.18
62.32 3451
64.8
65.60 3452
68.21
69.05 3453
71.8
72.68 3454
75.58
76.50 3455
79.56
35.77 3461
37.19
37.65 3462
39.15
39.63 3463
41.21
41.71 3464
43.38
43.90 3465
45.66
50.44 3471
52.44
53.09 3472
55.2
55.88 3473
58.11
58.82 3474
61.17
61.91 3475
64.39
36.56 3481
38.01
38.48 3482
40.01
40.50 3483
42.12
42.63 3484
44.34
44.87 3485
46.67
59.23 3491
61.59
62.34 3492
64.83
65.62 3493
68.24
69.07 3494
71.83
72.70 3495
75.61
Item 4: Staff Report Pg. 72 Packet Pg. 107 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
45.64
3521
47.46
2024 (FY25)
48.04
3522
49.96
50.56
3523
52.59
53.22
3524
55.36
56.02
3525
58.27
42.71
3531
44.4
44.95
3532
46.74
47.31
3533
49.2
49.80
3534
51.79
52.42
3535
54.52
34.65
3551
36.01
36.47
3552
37.91
38.38
3553
39.91
40.39
3554
42.01
42.51
3555
44.22
24.95
3561
25.95
26.26
3562
27.32
27.64
3563
28.76
29.10
3564
30.27
30.63
3565
31.86
31.04
3571
32.29
32.67
3572
33.99
34.39
3573
35.78
36.20
3574
37.66
38.11
3575
39.64
42.95
3601
44.66
45.21
3602
47.01
47.58
3603
49.48
50.08
3604
52.08
52.71
3605
54.82
51.61
3611
53.66
54.32
3612
56.48
57.17
3613
59.45
60.17
3614
62.58
63.33
3615
65.87
60.84
3621
63.27
64.04
3622
66.6
67.41
3623
70.1
70.95
3624
73.79
74.68
3625
77.67
47.04
3631
48.91
49.51
3632
51.48
52.11
3633
54.19
54.85
3634
57.04
57.73
3635
60.04
35.74
3641
37.17
37.62
3642
39.13
39.60
3643
41.19
41.69
3644
43.36
43.88
3645
45.64
34.45
3651
35.82
36.26
3652
37.7
38.16
3653
39.68
40.16
3654
41.77
42.27
3655
43.97
44.19
3661
45.97
Item 4: Staff Report Pg. 73 Packet Pg. 108 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
46.52
3662
48.39
2024 (FY25)
48.97
3663
50.94
51.55
3664
53.62
54.26
3665
56.44
33.36
3681
34.68
35.11
3682
36.5
36.95
3683
38.42
38.89
3684
40.44
40.93
3685
42.57
35.41
3691
36.81
37.27
3692
38.75
39.23
3693
40.79
41.29
3694
42.94
43.46
3695
45.2
25.29
3701
26.31
26.62
3702
27.69
28.02
3703
29.15
29.49
3704
30.68
31.04
3705
32.29
27.08
3711
28.15
28.50
3712
29.63
30.00
3713
31.19
31.57
3714
32.83
33.23
3715
34.56
48.09
3731
50.01
50.62
3732
52.64
53.28
3733
55.41
56.08
3734
58.33
59.03
3735
61.4
37.24
3741
38.72
39.20
3742
40.76
41.26
3743
42.9
43.43
3744
45.16
45.71
3745
47.54
36.33
3751
37.77
38.24
3752
39.76
40.25
3753
41.85
42.36
3754
44.05
44.58
3755
46.37
38.72
3761
40.25
40.75
3762
42.37
42.89
3763
44.6
45.14
3764
46.95
47.51
3765
49.42
37.24
3771
38.72
39.20
3772
40.76
41.26
3773
42.9
43.43
3774
45.16
45.71
3775
47.54
26.35
3801
27.41
27.73
3802
28.85
29.19
3803
30.37
30.73
3804
31.97
32.35
3805
33.65
42.07
3811
43.75
44.28
3812
46.05
Item 4: Staff Report Pg. 74 Packet Pg. 109 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
46.61
3813
48.47
2024(FY25)
49.06
3814
51.02
51.64
3815
53.71
35.44
3831
36.84
37.30
3832
38.78
39.26
3833
40.82
41.32
3834
42.97
43.49
3835
45.23
41.29
3841
42.93
43.46
3842
45.19
45.74
3843
47.57
48.14
3844
50.07
50.67
3845
52.7
40.72
3851
42.33
42.86
3852
44.56
45.11
3853
46.9
47.48
3854
49.37
49.97
3855
51.97
43.02
3891
44.73
45.28
3892
47.08
47.66
3893
49.56
50.16
3894
52.17
52.80
3895
54.92
41.03
3901
42.66
43.18
3902
44.9
45.45
3903
47.26
47.84
3904
49.75
50.35
3905
52.37
43.87
3911
45.61
46.17
3912
48.01
48.60
3913
50.54
51.15
3914
53.2
53.84
3915
56
34.22
3921
35.58
36.02
3922
37.45
37.91
3923
39.42
39.90
3924
41.49
41.99
3925
43.67
28.52
3931
29.68
30.03
3932
31.24
31.61
3933
32.88
33.27
3934
34.61
35.02
3935
36.43
34.29
3961
35.64
36.09
3962
37.52
37.98
3963
39.49
39.97
3964
41.57
42.07
3965
43.76
36.67
3971
38.14
38.60
3972
40.15
40.63
3973
42.26
42.76
3974
44.48
45.01
3975
46.82
51.09
3981
53.11
53.77
3982
55.9
56.59
3983
58.84
Item 4: Staff Report Pg. 75 Packet Pg. 110 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
59.56 3984
61.94
2024(FY25)
62.69 3985
65.2
32.92 3991
34.22
34.65 3992
36.02
36.47 3993
37.92
38.38 3994
39.92
40.40 3995
42.02
21.99 4001
22.88
23.15 4002
24.08
24.37 4003
25.35
25.65 4004
26.68
27.00 4005
28.08
28.75 4051
29.9
30.26 4052
31.47
31.85 4053
33.13
33.52 4054
34.87
35.28 4055
36.7
33.64 4061
34.98
35.41 4062
36.82
37.27 4063
38.76
39.23 4064
40.8
41.29 4065
42.95
36.02 4071
37.44
37.91 4072
39.41
39.90 4073
41.48
41.99 4074
43.66
44.19 4075
45.96
37.24 4081
38.72
39.20 4082
40.76
41.26 4083
42.9
43.43 4084
45.16
45.71 4085
47.54
39.84 4091
41.42
41.93 4092
43.6
44.13 4093
45.89
46.45 4094
48.31
48.89 4095
50.85
31.16 4121
32.4
32.80 4122
34.1
34.52 4123
35.89
36.33 4124
37.78
38.24 4125
39.77
42.09 4131
43.77
44.30 4132
46.07
46.63 4133
48.49
49.08 4134
51.04
51.66 4135
53.73
21.00 4141
21.86
22.11 4142
23.01
23.27 4143
24.22
24.50 4144
25.49
25.79 4145
26.83
35.79 4151
37.21
37.67 4152
39.17
39.65 4153
41.23
41.73 4154
43.4
Item 4: Staff Report Pg. 76 Packet Pg. 111 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
43.92
4155
45.68
2024 (FY25)
43.57
4161
45.31
45.86
4162
47.69
48.27
4163
50.2
50.81
4164
52.84
53.48
4165
55.62
41.51
4171
43.14
43.69
4172
45.41
45.98
4173
47.8
48.39
4174
50.32
50.93
4175
52.97
41.51
4181
43.14
43.69
4182
45.41
45.98
4183
47.8
48.39
4184
50.32
50.93
4185
52.97
39.52
4191
41.08
41.60
4192
43.24
43.78
4193
45.52
46.08
4194
47.92
48.50
4195
50.44
40.82
4201
42.46
42.97
4202
44.69
45.23
4203
47.04
47.61
4204
49.52
50.12
4205
52.13
34.00
4301
35.34
35.78
4302
37.2
37.66
4303
39.16
39.64
4304
41.22
41.72
4305
43.39
36.36
4311
37.81
38.27
4312
39.8
40.28
4313
41.89
42.39
4314
44.09
44.62
4315
46.41
32.05
4321
33.32
33.73
4322
35.07
35.50
4323
36.92
37.36
4324
38.86
39.32
4325
40.9
34.54
4341
35.91
36.35
4342
37.8
38.26
4343
39.79
40.27
4344
41.88
42.38
4345
44.08
29.61
4351
30.78
31.16
4352
32.4
32.79
4353
34.1
34.51
4354
35.89
36.32
4355
37.78
34.25
4361
35.63
36.05
4362
37.5
37.95
4363
39.47
39.95
4364
41.55
42.05
4365
43.74
Item 4: Staff Report Pg. 77 Packet Pg. 112 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
26.36
4371
27.43
2024 (FY25)
27.75
4372
28.87
29.21
4373
30.39
30.75
4374
31.99
32.37
4375
33.67
30.32
4511
31.5
31.91
4512
33.16
33.58
4513
34.91
35.34
4514
36.75
37.19
4515
38.68
35.13
4521
36.52
36.97
4522
38.44
38.91
4523
40.46
40.95
4524
42.59
43.10
4525
44.83
25.39
4561
26.42
26.73
4562
27.81
28.14
4563
29.27
29.62
4564
30.81
31.18
4565
32.43
23.44
4591
24.39
24.67
4592
25.67
25.97
4593
27.02
27.34
4594
28.44
28.78
4595
29.94
32.96
4601
34.27
34.69
4602
36.07
36.51
4603
37.97
38.43
4604
39.97
40.45
4605
42.07
30.81
4611
32.03
32.43
4612
33.72
34.13
4613
35.49
35.92
4614
37.36
37.81
4615
39.33
34.72
4621
36.1
36.54
4622
38
38.46
4623
40
40.48
4624
42.1
42.61
4625
44.32
35.72
4631
37.15
37.60
4632
39.1
39.58
4633
41.16
41.66
4634
43.33
43.85
4635
45.61
41.77
4641
43.42
43.96
4642
45.71
46.27
4643
48.12
48.70
4644
50.65
51.26
4645
53.32
45.16
4791
46.96
47.53
4792
49.43
50.03
4793
52.03
52.66
4794
54.77
55.43
4795
57.65
41.39
4801
43.04
Item 4: Staff Report Pg. 78 Packet Pg. 113 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
43.56 4802
45.31
2024 (FY25)
45.85 4803
47.69
48.26 4804
50.2
50.80 4805
52.84
35.11 4811
36.5
36.95 4812
38.42
38.89 4813
40.44
40.93 4814
42.57
43.08 4815
44.81
29.11 4821
30.26
30.64 4822
31.85
32.25 4823
33.53
33.94 4824
35.29
35.72 4825
37.15
32.24 4841
33.51
33.93 4842
35.27
35.71 4843
37.13
37.58 4844
39.08
39.55 4845
41.14
42.45 4861
44.14
44.68 4862
46.46
47.03 4863
48.91
49.50 4864
51.48
52.10 4865
54.19
34.01 4891
35.37
35.80 4892
37.23
37.68 4893
39.19
39.66 4894
41.25
41.75 4895
43.42
33.96 4991
35.29
35.74 4992
37.15
37.62 4993
39.11
39.59 4994
41.17
41.67 4995
43.34
35.63 5001
37.04
37.50 5002
38.99
39.47 5003
41.04
41.54 5004
43.2
43.72 5005
45.47
44.00 5011
45.74
46.31 5012
48.15
48.74 5013
50.68
51.30 5014
53.35
54.00 5015
56.16
41.48 5021
43.12
43.66 5022
45.39
45.95 5023
47.78
48.36 5024
50.29
50.90 5025
52.94
37.10 5031
38.57
39.05 5032
40.6
41.10 5033
42.74
43.26 5034
44.99
45.53 5035
47.36
44.39 5041
46.14
46.72 5042
48.57
Item 4: Staff Report Pg. 79 Packet Pg. 114 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
49.17 5043
51.13
2024 (FY25)
51.75 5044
53.82
54.47 5045
56.65
34.01 5051
35.39
35.80 5052
37.25
37.69 5053
39.21
39.67 5054
41.27
41.76 5055
43.44
46.15 5061
47.98
48.57 5062
50.5
51.12 5063
53.16
53.81 5064
55.96
56.64 5065
58.91
38.78 5071
40.33
40.82 5072
42.45
42.96 5073
44.68
45.22 5074
47.03
47.60 5075
49.51
38.15 5081
39.67
40.15 5082
41.76
42.26 5083
43.96
44.48 5084
46.27
46.82 5085
48.7
40.69 5091
42.3
42.83 5092
44.53
45.08 5093
46.87
47.45 5094
49.34
49.94 5095
51.94
31.38 5101
32.61
33.03 5102
34.33
34.76 5103
36.14
36.58 5104
38.04
38.50 5105
40.04
31.02 5111
32.27
32.66 5112
33.97
34.37 5113
35.76
36.18 5114
37.64
38.09 5115
39.62
45.13 5121
46.93
47.50 5122
49.4
50.00 5123
52
52.63 5124
54.74
55.40 5125
57.62
43.76 5131
45.51
46.06 5132
47.9
48.48 5133
50.42
51.03 5134
53.07
53.71 5135
55.86
33.13 5141
34.45
34.87 5142
36.26
36.70 5143
38.17
38.63 5144
40.18
40.66 5145
42.29
37.64 5151
39.13
39.62 5152
41.19
41.70 5153
43.36
Item 4: Staff Report Pg. 80 Packet Pg. 115 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
43.89
5154
45.64
2024(FY25)
46.19
5155
48.04
41.52
5161
43.16
43.70
5162
45.43
45.99
5163
47.82
48.41
5164
50.34
50.95
5165
52.99
40.46
5171
42.07
42.58
5172
44.28
44.82
5173
46.61
47.17
5174
49.06
49.65
5175
51.64
45.81
5271
47.63
48.22
5272
50.14
50.75
5273
52.78
53.42
5274
55.56
56.23
5275
58.48
52.98
5281
55.09
55.76
5282
57.99
58.69
5283
61.04
61.77
5284
64.25
65.02
5285
67.63
41.50
5291
43.13
43.68
5292
45.4
45.97
5293
47.79
48.38
5294
50.31
50.92
5295
52.96
43.84
5301
45.57
46.14
5302
47.97
48.56
5303
50.49
51.11
5304
53.15
53.79
5305
55.95
58.73
5311
61.08
61.82
5312
64.29
65.07
5313
67.67
68.49
5314
71.23
72.09
5315
74.98
62.82
5321
65.31
66.12
5322
68.75
69.59
5323
72.37
73.25
5324
76.18
77.10
5325
80.19
35.59
5331
37
37.46
5332
38.95
39.43
5333
41
41.50
5334
43.16
43.68
5335
45.43
46.93
5351
48.79
49.40
5352
51.36
51.99
5353
54.06
54.72
5354
56.91
57.60
5355
59.91
51.27
5361
53.3
53.96
5362
56.1
56.79
5363
59.05
59.77
5364
62.16
Item 4: Staff Report Pg. 81 Packet Pg. 116 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
62.91
5365
65.43
2024 (FY25)
61.67
5411
64.12
64.91
5412
67.49
68.32
5413
71.04
71.91
5414
74.78
75.69
5415
78.72
65.99
5421
68.61
69.46
5422
72.22
73.11
5423
76.02
76.95
5424
80.02
80.99
5425
84.23
64.78
5431
67.35
68.18
5432
70.89
71.76
5433
74.62
75.53
5434
78.55
79.50
5435
82.68
49.03
5441
50.98
51.61
5442
53.66
54.32
5443
56.48
57.17
5444
59.45
60.17
5445
62.58
48.37
5451
50.27
50.91
5452
52.92
53.58
5453
55.71
56.39
5454
58.64
59.35
5455
61.73
51.10
5461
53.12
53.78
5462
55.92
56.61
5463
58.86
59.58
5464
61.96
62.71
5465
65.22
54.70
5471
56.86
57.57
5472
59.85
60.59
5473
63
63.77
5474
66.32
67.12
5475
69.81
52.78
5481
54.87
55.55
5482
57.76
58.47
5483
60.8
61.54
5484
64
64.77
5485
67.37
55.75
5491
57.97
58.68
5492
61.02
61.76
5493
64.23
65.01
5494
67.61
68.43
5495
71.17
59.66
5501
62.02
62.79
5502
65.28
66.09
5503
68.72
69.56
5504
72.34
73.22
5505
76.15
37.07
5511
38.55
39.02
5512
40.58
41.07
5513
42.72
43.24
5514
44.97
45.51
5515
47.34
Item 4: Staff Report Pg. 82 Packet Pg. 117 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
53.43
5521
55.55
2024 (FY25)
56.24
5522
58.47
59.19
5523
61.55
62.30
5524
64.79
65.57
5525
68.2
57.19
5531
59.45
60.19
5532
62.58
63.35
5533
65.87
66.68
5534
69.34
70.18
5535
72.99
59.74
5541
62.12
62.88
5542
65.39
66.18
5543
68.83
69.66
5544
72.45
73.32
5545
76.26
44.31
5601
46.07
46.64
5602
48.49
49.09
5603
51.04
51.67
5604
53.73
54.38
5605
56.56
53.60
5701
55.73
56.42
5702
58.66
59.38
5703
61.75
62.50
5704
65
65.78
5705
68.42
42.56
5711
44.25
44.80
5712
46.58
47.15
5713
49.03
49.63
5714
51.61
52.24
5715
54.33
41.29
5721
42.93
43.46
5722
45.19
45.74
5723
47.57
48.14
5724
50.07
50.67
5725
52.7
62.32
5751
64.8
65.60
5752
68.21
69.05
5753
71.8
72.68
5754
75.58
76.50
5755
79.56
45.82
5761
47.65
48.23
5762
50.16
50.77
5763
52.8
53.44
5764
55.58
56.25
5765
58.5
31.65
7021
32.91
33.31
7022
34.64
35.06
7023
36.46
36.90
7024
38.38
38.84
7025
40.4
60.84
34001
63.27
60.84
34001
63.27
64.04
34002
66.6
64.04
34002
66.6
67.41
34003
70.1
67.41
34003
70.1
Item 4: Staff Report Pg. 83 Packet Pg. 118 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
70.95
34004
73.79
2024 (FY25)
70.95
34004
73.79
74.68
34005
77.67
74.68
34005
77.67
43.67
34101
45.39
43.67
34101
45.39
45.96
34102
47.78
45.96
34102
47.78
48.37
34103
50.29
48.37
34103
50.29
50.91
34104
52.94
50.91
34104
52.94
53.58
34105
55.73
53.58
34105
55.73
32.48
34201
33.79
34.19
34202
35.57
35.99
34203
37.44
37.88
34204
39.41
39.88
34205
41.48
38.58
34301
40.14
40.62
34302
42.25
42.75
34303
44.47
45.00
34304
46.81
47.37
34305
49.27
44.80
34401
46.57
44.80
34401
46.57
47.15
34402
49.02
47.15
34402
49.02
49.63
34403
51.6
49.63
34403
51.6
52.24
34404
54.32
52.24
34404
54.32
54.98
34405
57.18
54.98
34405
57.18
62.32
34501
64.8
62.32
34501
64.8
65.60
34502
68.21
65.60
34502
68.21
69.05
34503
71.8
69.05
34503
71.8
72.68
34504
75.58
72.68
34504
75.58
76.50
34505
79.56
76.50
34505
79.56
35.77
34601
37.19
35.77
34601
37.19
37.65
34602
39.15
37.65
34602
39.15
39.63
34603
41.21
39.63
34603
41.21
41.71
34604
43.38
41.71
34604
43.38
43.90
34605
45.66
43.90
34605
45.66
50.44
34701
52.44
50.44
34701
52.44
Item 4: Staff Report Pg. 84 Packet Pg. 119 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
53.09
34702
55.2
2024 (FY25)
53.09
34702
55.2
55.88
34703
58.11
55.88
34703
58.11
58.82
34704
61.17
58.82
34704
61.17
61.91
34705
64.39
61.91
34705
64.39
36.56
34801
38.01
36.56
34801
38.01
38.48
34802
40.01
38.48
34802
40.01
40.50
34803
42.12
40.50
34803
42.12
42.63
34804
44.34
42.63
34804
44.34
44.87
34805
46.67
44.87
34805
46.67
59.23
34901
61.59
59.23
34901
61.59
62.34
34902
64.83
62.34
34902
64.83
65.62
34903
68.24
65.62
34903
68.24
69.07
34904
71.83
69.07
34904
71.83
72.70
34905
75.61
72.70
34905
75.61
42.95
36001
44.66
42.95
36001
44.66
45.21
36002
47.01
45.21
36002
47.01
47.58
36003
49.48
47.58
36003
49.48
50.08
36004
52.08
50.08
36004
52.08
52.71
36005
54.82
52.71
36005
54.82
51.61
36101
53.66
51.61
36101
53.66
54.32
36102
56.48
54.32
36102
56.48
57.17
36103
59.45
57.17
36103
59.45
60.17
36104
62.58
60.17
36104
62.58
63.33
36105
65.87
63.33
36105
65.87
60.84
36201
63.27
60.84
36201
63.27
64.04
36202
66.6
64.04
36202
66.6
67.41
36203
70.1
67.41
36203
70.1
70.95
36204
73.79
70.95
36204
73.79
Item 4: Staff Report Pg. 85 Packet Pg. 120 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
74.68 36205
77.67
2024 (FY25)
74.68 36205
77.67
47.04 36301
48.91
47.04 36301
48.91
49.51 36302
51.48
49.51 36302
51.48
52.11 36303
54.19
52.11 36303
54.19
54.85 36304
57.04
54.85 36304
57.04
57.73 36305
60.04
57.73 36305
60.04
34.19 36401
35.56
35.99 36402
37.43
37.88 36403
39.4
39.87 36404
41.47
41.97 36405
43.65
Item 4: Staff Report Pg. 86 Packet Pg. 121 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
SETU 2024 (FY25)
Benchmark Title (Bold) Job Family Positions (not I.
bold) j code
Accounting Specialist
204
206
204
207
294
295
296
295
276
276
312
419
244
244
333
247
ACCT ASSISTANT
ACCT SPEC
ACCT SPEC -LEAD
ADMIN ASSOC I
ADMIN ASSOC II
ADMIN ASSOC III
Administrative Associate II (Staff Sec)
ANIMAL CONTROL OFF
Animal Control Officer
ANIMAL CONTROL OFF - L
ASSISTANT GAS MEASUREMENT AND CONTROL TECHNICIAN
ASSOC BUYER
ASSOC BUYER
ASSOC ENGINEER
ASSOC POWER ENGR
Associate Engineer
333
ASSOCIATE PLANNER
353
ASSOCIATE RES PLANNER
269
330
256
268
299
300
370
371
355
Building Inspector
299
Building Service Person
370
BUSINESS ANALYST
340
3400
BUSINESS ANALYST - S
Buyer
212
212
BUYER
CATHODIC PROTECTION TECH ASST
464
CATHODIC TECH
536
CDBG COORD
208
CEMENT FINISHER
408
CEMENT FINISHER -LEAD
4091
5 2045
5 2065
5 2045
5 2075
5 2945
5 2955
5 2965
5 2955
5 2765
5 2765
5 3125
5 4195
5 2445
5 2445
5 3335
5 2475
5 3335
5 3535
5 2695
5 3305
5 2565
5 2685
5 2995
5 3005
5 3705
5 3715
5 3555
5 2995
5 3705
5 3405
5 34005
5 2125
5 2125
5 4645
5 5365
5 2085
5 4085
5 4095
Item 4: Staff Report Pg. 87
Packet Pg. 122 of 435
Chemist
502
CHEMIST
502
239
CHF IN SPEC WGW
CODE ENFORCEMENT OFF
301
CODE ENFORCEMENT OFF -L
560
COMM TECH
306
COMMUNITY SERV OFFCR
702
COMMUNITY SERV OFFCR - L
320
Community Services Officer
702
COORD LIBRARY PROG
255
COORD PW PROJ
342
COORD REC PROG
317
COORD TRANS SYS MGMT
341
COORD TRANS SYS MGMT - S
3410
COORD UTIL PROJ
344
COORD UTIL PROJ - S
3440
COORD ZERO WASTE 242
Coord, Recreation Programs
317
COURT LIAISON OFFICE
205
CRIME ANALYST
214
218
CUST SVC REPRESENT
CUST SVC SPEC
217
CUST SVC SPEC - LEAD
415
Customer Service Representative
218
Desktop Technician
260
260
DESKTOP TECHNICIAN
DEVELOPMENT PROJECT COOD I
514
DEVELOPMENT PROJECT COOD II
515
DEVELOPMENT PROJECT COOD III
516
EDUCATOR 293
ELEC UNDG INSPEC - L 292
ELEC UNDGD INSPEC 267
ELECTRIC HEAVY EQUIPMENT OPERATOR
571
ELECTRIC PROJECT ENGINEER
345
ELECTRIC PROJECT ENGINEER -S
3450
ELECTRICAL ASSISTANT
533
ELECTRICAL EQUIPMENT TECHNICIAN
527
Electrician
530
530
ELECTRICIAN
ELECTRICIAN-APPREN
529
535
ELECTRICIAN -LEAD
EMERGENCY MED SVS DATA SPECIALIST
399
ENGINEER
332
Engineering Technician II
323
ENGR TECH I
311
ENGR TECH II
323
319
257
ENGR TECH III
ENVIRONMENTAL SPEC
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024(FY25)
5 5025
5 2395
5 3015
5 5605
5 3065
5 7025
5 3205
5 7025
5 2555
5 3425
5 3175
5 3415
5 34105
5 3445
5 34405
5 2425
5 3175
5 2055
5 2145
5 2185
5 2175
5 4155
5 2185
5 2605
5 2605
5 5145
5 5155
5 5165
5 2935
5 2925
5 2675
5 5715
5 3455
5 34505
5 5335
5 5275
5 5305
5 5305
5 5295
5 5355
5 3995
5 3325
5 3235
5 3115
5 3235
5 3195
5 2575
Item 4: Staff Report Pg. 88
Packet Pg. 123 of 435
EQUIP MAINTSERV PER
211
EQUIP OPERATOR
396
EQUIP OPERATOR -LEAD
397
EQUIP PARTS TECH
250
EQUIPMENT MAINTENANCE SERVICE PERSONNEL
211
Equipment Operator
396
203
374
375
373
#N/A
377
Facilities Technician
376
FIELD SVCPERS WGW
462
FLEET SVCS COORD
383
GAS MEASUREMENT AND CONTROL TECHNICIAN
418
GIS SPECIALIST
398
IND WASTE INSPEC
508
IND WASTE INVTGTR
258
IND WASTE TECHNICIAN
365
Ind Waste Investigator
258
INSPECTOR, FIELD SVC
227
308
INSTRUM ELEC
LAB TECH WQC
503
LANDFILL TECHNICIAN
413
LEAD METER TECHNICIAN
553
LIBRARIAN
254
252
LIBRARY ASSOCIATE
Library Specialist
253
253
LIBRARY SPECIALIST
LINEPER/CABLE SPL
541
542
LINEPER/CABLE SPL-L
LINEPER/CABLE SPL-T
531
LINEPER/CABLE SPL-TL
532
Lineperson Cable/Splicer
541
LNPER/CBL SPL-APPREN 528
MAILING SVCS SPEC 213
MAINT. MECHANIC -WELDING
291
MANAGEMENT ASST
346
MANAGEMENT ASST - S
3460
MARKETING ENG
216
Meter Reader
241
241
METER READER
METER READER -LEAD
240
369
METER SHOP LEAD
METER TECHNICIAN
552
MOBILE SERVICE TECH
384
MOTOR EQUIP MECH I
2861
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024(FY25)
5 3965
5 3975
5 2505
5 2115
5 3965
5 2035
5 3745
5 3755
5 3735
5 #N/A
5 3775
5 3765
5 4625
5 3835
5 4185
5 3985
5 5085
5 2585
5 3655
5 2585
5 2275
5 3085
5 5035
5 4135
5 5535
5 2545
5 2525
5 2535
5 2535
5 5415
5 5425
5 5315
5 5325
5 5415
5 5285
5 2135
5 2915
5 3465
5 34605
5 2165
5 2415
5 2415
5 2405
5 3695
5 5525
5 3845
5 2865
Item 4: Staff Report Pg. 89
Packet Pg. 124 of 435
MOTOR EQUIP MECH II 2871
MOTOR EQUIP MECH-L 381
Motorized Eauioment Mechanic #N/A
OFFSET EQUIP OPERATOR
230
OVRH UNDERGR TROUBLEMN
543
PARK MAINT - L
452
PARK MAINT PERSON
451
Park Maintenance Person
451
Park Ranger
281
PARK RANGER
281
PARKING OPERATIONS - L
570
PARKS / GOLFCREW-LEAD
460
PAYROLL ANALYST
348
3480
PAYROLL ANALYST - S
Planner
352
352
347
PLANNER
PLANNING ARBORIST
PLANNING ARBORIST - S
3470
PLANS CHECK ENGR
304
PLANS EXAMINER
513
PLANT MECH
517
POL REC SPEC - L
321
POL REC SPEC I
313
POL REC SPEC II
314
POWER ENGR
246
270
PROD ARTS/SCI PROG
PROG ANALYST
232
PROG COORD
368
PROGRAM ASSISTANT I 302
PROGRAM ASSISTANT II 303
PROGRAM ASSISTANT
265
Programmer Analyst
232
PROJECT ENGINEER
349
PROJECT ENGINEER -S
3490
PROPERTY EVID TECH
209
PUB SAFETY DISP - L
315
PUB SAFETY DISP I
298
PUB SAFETY DISP II
316
Public Safety Dispatcher II
316
PW HEAVY EQUIP OPER
390
PW HEAVY EQUIP OPER-L
391
Resource Planner
262
262
RESOURCE PLANNER
RESTORATION LEAD
366
SCADA TECHNOLOGIST
554
Senior Librarian
251
SPRINKLER SYS REPR
461
360
SR BUYER
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024(FY25)
5 3815
5 #N/A
5 2305
5 5435
5 4525
5 4515
5 4515
5 2815
5 2815
5 5705
5 4605
5 3485
5 34805
5 3525
5 3525
5 3475
5 34705
5 3045
5 5135
5 5175
5 3215
5 3135
5 3145
5 2465
5 2705
5 2325
5 3685
5 3025
5 3035
5 2655
5 2325
5 3495
5 34905
5 2095
5 3155
5 2985
5 3165
5 3165
5 3905
5 3915
5 2625
5 2625
5 3665
5 5545
5 2515
5 4615
5 3605
Item 4: Staff Report Pg. 90
Packet Pg. 125 of 435
SRBUYER-S 36001
SR CHEMIST 224
SR FLEET SVCS COORD 385
SRIN D WASTE INSPECT 544
SR INSTRUM ELEC 512
SR LIBRARIAN 251
SR MECH 504
SR MKT ANALYST 361
SR MKT ANALYST -S 3610
SR PLANNER 318
SR PROG ANALYST #N/A
SR RANGER 280
SR UTIL FIELD SVC RE 2611
SR WATER SYS OPER 501
SR INDUSTRIAL WASTE INVESTIGATOR
544
SR OPERATOR WQC
506
ST MAINT ASST
405
Storekeeper
248
248
STOREKEEPER
STOREKEEPER -L
288
Street Maint Assistant
405
STREET SWEEPER OP
392
STREET LIGHT TRAFFIC SIGNAL FIBER TECHNICIAN
546
STREET LIGHT TRAFFIC SIGNAL FIBER TECHNICIAN-APPRENTICEI 545
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024(FY25)
5
2245
5
3855
5
5445
5
5125
5
2515
5
5045
5
3615
5
36105
5
3185
5
#N/A
5
2805
5
2615
5
5015
5
5445
5
5065
5
4055
5
2485
5
2485
5
2885
5
4055
5
3925
5
5465
5
5455
STREET LIGHT TRAFFIC SIGNAL FIBER TECHNICIAN -L
547
549
548
550
326
325
215
362
3620
229
406
412
407
575
435
434
430
431
430
432
3631
223
2721
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5
5475
5495
5485
5505
3265
3255
2155
3625
36205
2295
4065
4125
4075
5755
4355
4345
4305
4315
4305
4325
3635
2235
2725
SUBSTATION ELECTRICIAN
SUBSTATION ELECTRICIAN - APPRENTICE
SUBSTATION ELECTRICIAN - L
SURVEYING ASST
SURVEYOR, PUBLIC WORKS
SUST PROGAM ADMIN
TECHNOLOGIST
TECHNOLOGIST -S S
THEATER SPECIALIST
TRAF CONT MAINT I
TRAF CONT MAINT II
TRAF CONT MAINT-L
TRAFFIC ENGINEERING LEAD
TREE MAINT ASST
TREE MAINT SPECIALIST
TREE TRIM/LN CLR
TREE TRIM/LN CLR-L
Tree Trimmer/Line Clearer
TREE TRM/LN CLR ASST
UTIL KEY ACCT REP
UTIL ACCTG TECH
UTIL COMPLIANCE TECH
Item 4: Staff Report Pg. 91
Packet Pg. 126 of 435
UTIL COMPLIANCE TECH - L
2731
UTIL CREDIT/COL SPEC
219
310
UTIL ENGR ESTIMATOR
UTIL ENGR ESTIMATOR - L
284
UTIL FLD SVCS REP
486
480
UTIL INSTALL/REP
UTIL INSTALL/REP - WELD
289
UTIL INSTALL/REP - WELD - L
290
481
479
271
#N/A
#N/A
233
UTIL SYST OPER- TRAINING
322
UTIL SYST OPER
307
Utility Locator
271
VOLUNTEER COORD
274
482
WATER METER REP ASST
WATER METER REPAIR
484
WATER SYSTEM OPER I
499
WATER SYSTEM OPER II
507
Water Meter Repairer
484
WGW HEAVY EQUIPMENT OPERATOR
572
WGW Utilities Field Inspector
576
WQC Plant Operator II
509
WQC PLT OPER I
500
WQC PLT OPER II
509
WQC PLT OPER TRN
510
WTR MTR CRS CN TEC
226
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024(FY25)
5
2195
5
3105
5
2845
5
4865
5
4805
5
2895
5
2905
5
4815
5
4795
5
2715
5
#N/A
5
#N/A
5
2335
5
3225
5
3075
5
2715
5
2745
5
4825
5
4845
5
4995
5
5075
5
4845
5
5725
5
5765
5
5095
5
5005
5
5095
5
5105
5
2265
Item 4: Staff Report Pg. 92
Packet Pg. 127 of 435
o Job Families
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024 (FY25)
To 75th Percentile COLA Effective first Total Wage COLA Effective first Total over Contract
of Median of the full pay period Increase effictive full pay period
Market following adoption first full pay period following January
following adoption 1, 2024
-5.89%
4.0%
9.9%
4.0%
13.9%
4.0%
9.9%
4.0%
13.9%
4.0%
9.9%
4.0%
13.9%
4.0%
9.9%
4.0%
13.9%
4.0%
6.0%
4.0%
10.0%
4.0%
6.0%
4.0%
10.0%
4.0%
6.0%
4.0%
10.0%
-1.97%
4.0%
6.0%
4.0%
10.0%
4.0%
5.3%
4.0%
9.3%
-1.26%
4.0%
5.3%
4.0%
9.3%
4.0%
5.3%
4.0%
9.3%
4.0%
9.3%
4.0%
13.3%
4.0%
10.4%
4.0%
14.4%
4.0%
4.0%
4.0%
8.0%
4.0%
13.9%
4.0%
17.9%
4.0%
13.9%
4.0%
17.9%
-9.89%
4.0%
13.9%
4.0%
17.9%
4.0%
4.5%
4.0%
8.5%
4.0%
9.0%
4.0%
13.0%
4.0%
13.9%
4.0%
17.9%
4.0%
13.9%
4.0%
17.9%
4.0%
9.0%
4.0%
13.0%
4.0%
8.3%
4.0%
12.3%
4.0%
8.3%
4.0%
12.3%
4.0%
6.2%
4.0%
10.2%
4.0%
6.2%
4.0%
10.2%
4.0%
4.5%
4.0%
8.5%
-4.31%
4.0%
8.3%
4.0%
12.3%
-2.25%
4.0%
6.2%
4.0%
10.2%
4.0%
5.0%
4.0%
9.0%
4.0%
5.0%
4.0%
9.0%
-6.37%
4.0%
10.4%
4.0%
14.4%
4.0%
10.4%
4.0%
14.4%
4.0%
9.3%
4.0%
13.3%
4.0%
9.3%
4.0%
13.3%
4.0%
4.5%
4.0%
8.5%
4.0%
4.1%
4.0%
8.1%
4.0%
4.1%
4.0%
8.1%
Item 4: Staff Report Pg. 93 Packet Pg. 128 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
-7.44%
4.0%
11.4%
4.0%
15.4%
2024 (FY25)
4.0%
11.4%
4.0%
15.4%
4.0%
8.3%
4.0%
12.3%
4.0%
8.3%
4.0%
12.3%
4.0%
8.3%
4.0%
12.3%
4.0%
5.0%
4.0%
9.0%
4.0%
6.9%
4.0%
10.9%
4.0%
6.9%
4.0%
10.9%
-2.85%
4.0%
6.9%
4.0%
10.9%
4.0%
12.6%
4.0%
16.6%
4.0%
6.7%
4.0%
10.7%
4.0%
6.7%
4.0%
10.7%
4.0%
6.7%
4.0%
10.7%
4.0%
6.7%
4.0%
10.7%
4.0%
6.7%
4.0%
10.7%
4.0%
6.7%
4.0%
10.7%
4.0%
6.7%
4.0%
10.7%
-2.67%
4.0%
6.7%
4.0%
10.7%
4.0%
6.9%
4.0%
10.9%
4.0%
6.9%
4.0%
10.9%
4.0%
4.0%
4.0%
8.0%
4.0%
4.0%
4.0%
8.0%
4.0%
4.0%
4.0%
8.0%
0.76%
4.0%
4.0%
4.0%
8.0%
-14.29%
4.0%
18.3%
4.0%
22.3%
4.0%
18.3%
4.0%
22.3%
4.0%
8.3%
4.0%
12.3%
4.0%
8.3%
4.0%
12.3%
4.0%
8.3%
4.0%
12.3%
4.0%
6.7%
4.0%
10.7%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
4.0%
13.9%
4.0%
17.9%
4.0%
13.9%
4.0%
17.9%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
-8.58%
4.0%
12.6%
4.0%
16.6%
4.0%
12.6%
4.0%
16.6%
4.0%
12.6%
4.0%
16.6%
4.0%
12.6%
4.0%
16.6%
4.0%
6.0%
4.0%
10.0%
4.0%
13.9%
4.0%
17.9%
-4.81%
4.0%
8.8%
4.0%
12.8%
4.0%
8.8%
4.0%
12.8%
4.0%
8.8%
4.0%
12.8%
4.0%
8.8%
4.0%
12.8%
4.0%
13.2%
4.0%
17.2%
Item 4: Staff Report Pg. 94 Packet Pg. 129 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
4.0%
6.2%
4.0%
10.2%
1. 2024 (FY25)
4.0%
11.0%
4.0%
15.0%
4.0%
11.0%
4.0%
15.0%
4.0%
11.9%
4.0%
15.9%
4.0%
6.5%
4.0%
10.5%
-6.96%
4.0%
11.0%
4.0%
15.0%
4.0%
4.1%
4.0%
8.1%
4.0%
4.1%
4.0%
8.1%
4.0%
12.6%
4.0%
16.6%
4.0%
4.1%
4.0%
8.1%
4.0%
4.1%
4.0%
8.1%
4.0%
4.1%
4.0%
8.1%
-0.15%
4.0%
4.1%
4.0%
8.1%
4.0%
9.3%
4.0%
13.3%
4.0%
11.9%
4.0%
15.9%
4.0%
9.3%
4.0%
13.3%
4.0%
5.0%
4.0%
9.0%
4.0%
13.2%
4.0%
17.2%
4.0%
13.2%
4.0%
17.2%
4.0%
13.2%
4.0%
17.2%
-9.22%
4.0%
13.2%
4.0%
17.2%
4.0%
8.3%
4.0%
12.3%
4.0%
12.6%
4.0%
16.6%
4.0%
11.4%
4.0%
15.4%
4.0%
8.8%
4.0%
12.8%
4.0%
13.6%
4.0%
17.6%
4.0%
12.6%
4.0%
16.6%
4.0%
14.9%
4.0%
18.9%
-10.88%
4.0%
14.9%
4.0%
18.9%
4.0%
14.9%
4.0%
18.9%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
-9.61%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
4.0%
6.0%
4.0%
10.0%
4.0%
9.3%
4.0%
13.3%
4.0%
6.0%
4.0%
10.0%
4.0%
6.0%
4.0%
10.0%
4.0%
13.9%
4.0%
17.9%
-10.24%
4.0%
14.2%
4.0%
18.2%
4.0%
14.2%
4.0%
18.2%
4.0%
14.2%
4.0%
18.2%
4.0%
8.7%
4.0%
12.7%
4.0%
13.6%
4.0%
17.6%
4.0%
6.5%
4.0%
10.5%
4.0%
6.5%
4.0%
10.5%
Item 4: Staff Report Pg. 95 Packet Pg. 130 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
4.0%
6.5%
4.0%
10.5%
2024 (FY25)
4.0%
6.5%
4.0%
10.5%
-2.51%
4.0%
6.5%
4.0%
10.5%
4.0%
6.0%
4.0%
10.0%
4.0%
13.6%
4.0%
17.6%
4.0%
10.8%
4.0%
14.8%
4.0%
10.8%
4.0%
14.8%
-6.84%
4.0%
10.8%
4.0%
14.8%
1.15%
4.0%
4.0%
4.0%
8.0%
4.0%
4.0%
4.0%
8.0%
4.0%
6.9%
4.0%
10.9%
4.0%
10.8%
4.0%
14.8%
4.0%
9.9%
4.0%
13.9%
4.0%
9.9%
4.0%
13.9%
-0.52%
4.0%
4.5%
4.0%
8.5%
4.0%
4.5%
4.0%
8.5%
4.0%
8.3%
4.0%
12.3%
4.0%
8.3%
4.0%
12.3%
4.0%
13.9%
4.0%
17.9%
4.0%
8.3%
4.0%
12.3%
4.0%
6.4%
4.0%
10.4%
4.0%
6.9%
4.0%
10.9%
4.0%
6.9%
4.0%
10.9%
4.0%
6.9%
4.0%
10.9%
4.0%
13.9%
4.0%
17.9%
4.0%
6.7%
4.0%
10.7%
4.0%
5.0%
4.0%
9.0%
4.0%
6.7%
4.0%
10.7%
4.0%
6.0%
4.0%
10.0%
4.0%
6.0%
4.0%
10.0%
4.0%
6.0%
4.0%
10.0%
-1.04%
4.0%
5.0%
4.0%
9.0%
4.0%
13.9%
4.0%
17.9%
4.0%
13.9%
4.0%
17.9%
4.0%
6.9%
4.0%
10.9%
4.0%
4.0%
4.0%
8.0%
4.0%
4.0%
4.0%
8.0%
4.0%
4.0%
4.0%
8.0%
4.76%
4.0%
4.0%
4.0%
8.0%
4.0%
11.0%
4.0%
15.0%
4.0%
11.0%
4.0%
15.0%
-5.01%
4.0%
9.0%
4.0%
13.0%
4.0%
9.0%
4.0%
13.0%
4.0%
9.3%
4.0%
13.3%
4.0%
5.0%
4.0%
9.0%
-8.57%
4.0%
12.6%
4.0%
16.6%
4.0%
10.8%
4.0%
14.8%
4.0%
10.4%
4.0%
14.4%
Item 4: Staff Report Pg. 96 Packet Pg. 131 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
4.0%
10.4%
4.0%
14.4%
2024 (FY25)
4.0%
11.4%
4.0%
15.4%
4.0%
11.9%
4.0%
15.9%
4.0%
13.2%
4.0%
17.2%
4.0%
12.6%
4.0%
16.6%
4.0%
12.6%
4.0%
16.6%
4.0%
6.4%
4.0%
10.4%
4.0%
9.0%
4.0%
13.0%
4.0%
9.0%
4.0%
13.0%
4.0%
4.5%
4.0%
8.5%
4.0%
5.0%
4.0%
9.0%
4.0%
4.0%
4.0%
8.0%
4.0%
9.3%
4.0%
13.3%
4.0%
6.4%
4.0%
10.4%
4.0%
13.2%
4.0%
17.2%
4.0%
6.4%
4.0%
10.4%
4.0%
8.5%
4.0%
12.5%
-7.92% 4.0%
11.9%
4.0%
15.9%
4.0%
11.9%
4.0%
15.9%
4.0%
11.9%
4.0%
15.9%
-4.47% 4.0%
8.5%
4.0%
12.5%
4.0%
11.0%
4.0%
15.0%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
4.0%
8.3%
4.0%
12.3%
4.0%
8.3%
4.0%
12.3%
4.0%
4.0%
4.0%
8.0%
4.0%
5.0%
4.0%
9.0%
4.0%
5.0%
4.0%
9.0%
4.0%
6.7%
4.0%
10.7%
4.0%
8.5%
4.0%
12.5%
4.0%
8.5%
4.0%
12.5%
4.0%
8.5%
4.0%
12.5%
4.0%
13.9%
4.0%
17.9%
4.0%
10.2%
4.0%
14.2%
4.0%
10.2%
4.0%
14.2%
4.0%
10.2%
4.0%
14.2%
4.0%
10.2%
4.0%
14.2%
-6.22% 4.0%
10.2%
4.0%
14.2%
4.0%
10.2%
4.0%
14.2%
4.0%
4.0%
4.0%
8.0%
4.0%
9.9%
4.0%
13.9%
4.0%
13.6%
4.0%
17.6%
Item 4: Staff Report Pg. 97 Packet Pg. 132 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
4.0%
13.6%
4.0%
17.6%
2024 (FY25)
4.0%
9.9%
4.0%
13.9%
4.0%
13.9%
4.0%
17.9%
4.0%
13.9%
4.0%
17.9%
4.0%
9.3%
4.0%
13.3%
4.0%
9.3%
4.0%
13.3%
4.0%
9.3%
4.0%
13.3%
4.0%
9.3%
4.0%
13.3%
4.0%
9.3%
4.0%
13.3%
4.0%
9.3%
4.0%
13.3%
4.0%
9.3%
4.0%
13.3%
4.0%
9.0%
4.0%
13.0%
4.0%
9.0%
4.0%
13.0%
4.0%
9.0%
4.0%
13.0%
4.0%
13.6%
4.0%
17.6%
4.0%
13.6%
4.0%
17.6%
-5.33% 4.0%
9.3%
4.0%
13.3%
4.0%
6.7%
4.0%
10.7%
4.0%
8.7%
4.0%
12.7%
4.0%
8.7%
4.0%
12.7%
4.0%
6.4%
4.0%
10.4%
4.0%
6.4%
4.0%
10.4%
-4.66% 4.0%
8.7%
4.0%
12.7%
4.0%
9.3%
4.0%
13.3%
4.0%
9.3%
4.0%
13.3%
-2.42% 4.0%
6.4%
4.0%
10.4%
4.0%
6.4%
4.0%
10.4%
4.0%
6.4%
4.0%
10.4%
4.0%
6.4%
4.0%
10.4%
4.0%
8.7%
4.0%
12.7%
Item 4: Staff Report Pg. 98 Packet Pg. 133 of 435
Item 4
Attachment A - SEIU
Schedule 2023 -
PS group ILv
lAnchor
IStart Date
End Date
lAmount IMKT
I
LSalary
2024 (FY25)
200
1
2001
4/27/2019
12/31/9999
57.06
200
2
2002
6/30/2012
12/31/9999
22.45
200
3
2003
6/30/2012
12/31/9999
23.63
200
4
2004
6/30/2012
12/31/9999
24.88
200
5
2005
6/30/2012
12/31/9999
26.19
201
1
2011
6/30/2012
12/31/9999
19.61
201
2
2012
6/30/2012
12/31/9999
20.65
201
3
2013
6/30/2012
12/31/9999
21.73
201
4
2014
6/30/2012
12/31/9999
22.88
201
5
2015
6/30/2012
12/31/9999
24.08
203
1
2031
3/12/2022
12/31/9999
29.72
30.96
203
2
2032
3/12/2022
12/31/9999
31.28
32.59
203
3
2033
3/12/2022
12/31/9999
32.93
34.3
203
4
2034
3/12/2022
12/31/9999
34.66
36.1
203
5
2035
3/12/2022
12/31/9999
36.48
0.041478
38
204
1
2041
3/12/2022
12/31/9999
31.87
35.04
204
2
2042
3/12/2022
12/31/9999
33.55
36.88
204
3
2043
3/12/2022
12/31/9999
35.32
38.82
204
4
2044
3/12/2022
12/31/9999
37.18
40.86
204
5
2045
3/12/2022
12/31/9999
39.14
0.098865
43.01
205
1
2051
3/12/2022
12/31/9999
42.82
45.76
205
2
2052
3/12/2022
12/31/9999
45.07
48.17
205
3
2053
3/12/2022
12/31/9999
47.44
50.7
205
4
2054
3/12/2022
12/31/9999
49.94
53.37
205
5
2055
3/12/2022
12/31/9999
52.57
0.068503
56.18
206
1
2061
3/12/2022
12/31/9999
27.29
29.99
206
2
2062
3/12/2022
12/31/9999
28.73
31.57
206
3
2063
3/12/2022
12/31/9999
30.24
33.23
206
4
2064
3/12/2022
12/31/9999
31.83
34.98
206
5
2065
3/12/2022
12/31/9999
33.50
0.098865
36.82
207
1
2071
3/12/2022
12/31/9999
34.13
37.52
207
2
2072
3/12/2022
12/31/9999
35.93
39.49
207
3
2073
3/12/2022
12/31/9999
37.82
41.57
207
4
2074
3/12/2022
12/31/9999
39.81
43.76
207
5
2075
3/12/2022
12/31/9999
41.91
0.098865
46.06
208
1
2081
3/12/2022
12/31/9999
47.46
49.61
208
2
2082
3/12/2022
12/31/9999
49.96
52.22
208
3
2083
3/12/2022
12/31/9999
52.59
54.97
208
4
2084
3/12/2022
12/31/9999
55.36
57.86
208
5
2085
3/12/2022
12/31/9999
58.27
0.04515
60.91
209
1
2091
3/12/2022
12/31/9999
32.94
35.19
209
2
2092
3/12/2022
12/31/9999
34.67
37.04
209
3
2093
3/12/2022
12/31/9999
36.49
38.99
209
4
2094
3/12/2022
12/31/9999
38.41
41.04
209
5
2095
3/12/2022
12/31/9999
40.43
0.068503
43.2
210
1
2101
6/30/2012
12/31/9999
21.33
210
2
2102
6/30/2012
12/31/9999
22.45
210
3
2103
6/30/2012
12/31/9999
23.63
210
4
2104
6/30/2012
12/31/9999
24.88
210
5
2105
6/30/2012
12/31/9999
26.19
211
1
2111
3/12/2022
12/31/9999
28.86
30.67
211
2
2112
3/12/2022
12/31/9999
30.38
32.28
211
3
2113
3/12/2022
12/31/9999
31.98
33.98
211
4
2114
3/12/2022
12/31/9999
33.66
35.77
211
5
2115
3/12/2022
12/31/9999
35.43
0.062487
37.65
Item 4: Staff Report Pg. 99 Packet Pg. 134 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
212
1
2121
3/12/2022
12/31/9999
42.52
2024(FY25)
212
2
2122
3/12/2022
12/31/9999
44.76
49.41
212
3
2123
3/12/2022
12/31/9999
47.12
52.01
212
4
2124
3/12/2022
12/31/9999
49.60
54.75
212
5
2125
3/12/2022
12/31/9999
52.21
0.103702
57.63
213
1
2131
3/12/2022
12/31/9999
25.00
26.51
213
2
2132
3/12/2022
12/31/9999
26.32
27.9
213
3
2133
3/12/2022
12/31/9999
27.71
29.37
213
4
2134
3/12/2022
12/31/9999
29.17
30.92
213
5
2135
3/12/2022
12/31/9999
30.71
0.059745
32.55
214
1
2141
3/12/2022
12/31/9999
42.82
45.76
214
2
2142
3/12/2022
12/31/9999
45.07
48.17
214
3
2143
3/12/2022
12/31/9999
47.44
50.7
214
4
2144
3/12/2022
12/31/9999
49.94
53.37
214
5
2145
3/12/2022
12/31/9999
52.57
0.068503
56.18
215
1
2151
3/12/2022
12/31/9999
47.25
49.15
215
2
2152
3/12/2022
12/31/9999
49.74
51.74
215
3
2153
3/12/2022
12/31/9999
52.36
54.46
215
4
2154
3/12/2022
12/31/9999
55.12
57.33
215
5
2155
3/12/2022
12/31/9999
58.02
0.04
60.35
216
1
2161
3/12/2022
12/31/9999
57.23
65.18
216
2
2162
3/12/2022
12/31/9999
60.24
68.61
216
3
2163
3/12/2022
12/31/9999
63.41
72.22
216
4
2164
3/12/2022
12/31/9999
66.75
76.02
216
5
2165
3/12/2022
12/31/9999
70.26
0.138867
80.02
217
1
2171
3/12/2022
12/31/9999
34.79
36.2
217
2
2172
3/12/2022
12/31/9999
36.62
38.1
217
3
2173
3/12/2022
12/31/9999
38.55
40.1
217
4
2174
3/12/2022
12/31/9999
40.58
42.21
217
5
2175
3/12/2022
12/31/9999
42.72
0.04
44.43
218
1
2181
3/12/2022
12/31/9999
31.64
32.92
218
2
2182
3/12/2022
12/31/9999
33.31
34.65
218
3
2183
3/12/2022
12/31/9999
35.06
36.47
218
4
2184
3/12/2022
12/31/9999
36.91
38.39
218
5
2185
3/12/2022
12/31/9999
38.85
0.04
40.41
219
1
2191
3/12/2022
12/31/9999
41.03
45.08
219
2
2192
3/12/2022
12/31/9999
43.19
47.45
219
3
2193
3/12/2022
12/31/9999
45.46
49.95
219
4
2194
3/12/2022
12/31/9999
47.85
52.58
219
5
2195
3/12/2022
12/31/9999
50.37
0.098865
55.35
220
1
2201
6/30/2012
12/31/9999
24.84
220
2
2202
6/30/2012
12/31/9999
26.15
220
3
2203
6/30/2012
12/31/9999
27.52
220
4
2204
6/30/2012
12/31/9999
28.97
220
5
2205
6/30/2012
12/31/9999
30.50
221
1
2211
6/30/2012
12/31/9999
23.18
221
2
2212
6/30/2012
12/31/9999
24.40
221
3
2213
6/30/2012
12/31/9999
25.69
221
4
2214
6/30/2012
12/31/9999
27.04
221
5
2215
6/30/2012
12/31/9999
28.46
222
1
2221
########
12/31/9999
20.94
222
2
2222
########
12/31/9999
22.04
222
3
2223
########
12/31/9999
23.20
222
4
2224
########
12/31/9999
24.42
222
5
2225
########
12/31/9999
25.71
223
1
2231
3/12/2022
12/31/9999
34.45
37.86
Item 4: Staff Report Pg. 100 Packet Pg. 135 of 435
223
2
2232
3/12/2022
12/31/9999
36.26
223
3
2233
3/12/2022
12/31/9999
38.17
223
4
2234
3/12/2022
12/31/9999
40.18
223
5
2235
3/12/2022
12/31/9999
42.29
224
1
2241
3/12/2022
12/31/9999
47.91
224
2
2242
3/12/2022
12/31/9999
50.43
224
3
2243
3/12/2022
12/31/9999
53.08
224
4
2244
3/12/2022
12/31/9999
55.87
224
5
2245
3/12/2022
12/31/9999
58.81
225
1
2251
6/30/2012
12/31/9999
19.61
225
2
2252
6/30/2012
12/31/9999
20.65
225
3
2253
6/30/2012
12/31/9999
21.73
225
4
2254
6/30/2012
12/31/9999
22.88
225
5
2255
6/30/2012
12/31/9999
24.08
226
1
2261
3/12/2022
12/31/9999
34.39
226
2
2262
3/12/2022
12/31/9999
36.20
226
3
2263
3/12/2022
12/31/9999
38.10
226
4
2264
3/12/2022
12/31/9999
40.10
226
5
2265
3/12/2022
12/31/9999
42.21
227
1
2271
3/12/2022
12/31/9999
43.30
227
2
2272
3/12/2022
12/31/9999
45.58
227
3
2273
3/12/2022
12/31/9999
47.98
227
4
2274
3/12/2022
12/31/9999
50.50
227
5
2275
3/12/2022
12/31/9999
53.16
229
1
2291
3/12/2022
12/31/9999
42.95
229
2
2292
3/12/2022
12/31/9999
45.21
229
3
2293
3/12/2022
12/31/9999
47.59
229
4
2294
3/12/2022
12/31/9999
50.09
229
5
2295
3/12/2022
12/31/9999
52.73
230
1
2301
3/12/2022
12/31/9999
28.37
230
2
2302
3/12/2022
12/31/9999
29.86
230
3
2303
3/12/2022
12/31/9999
31.43
230
4
2304
3/12/2022
12/31/9999
33.08
230
5
2305
3/12/2022
12/31/9999
34.82
231
1
2311
########
12/31/9999
40.45
231
2
2312
########
12/31/9999
42.58
231
3
2313
########
12/31/9999
44.82
231
4
2314
########
12/31/9999
47.18
231
5
2315
########
12/31/9999
49.66
232
1
2321
3/12/2022
12/31/9999
51.11
232
2
2322
3/12/2022
12/31/9999
53.80
232
3
2323
3/12/2022
12/31/9999
56.63
232
4
2324
3/12/2022
12/31/9999
59.61
232
5
2325
3/12/2022
12/31/9999
62.75
233
1
2331
3/12/2022
12/31/9999
45.57
233
2
2332
3/12/2022
12/31/9999
47.97
233
3
2333
3/12/2022
12/31/9999
50.49
233
4
2334
3/12/2022
12/31/9999
53.15
233
5
2335
3/12/2022
12/31/9999
55.95
235
1
2351
6/30/2012
12/31/9999
23.37
235
2
2352
6/30/2012
12/31/9999
24.60
235
3
2353
6/30/2012
12/31/9999
25.90
235
4
2354
6/30/2012
12/31/9999
27.26
235
5
2355
6/30/2012
12/31/9999
28.70
236
1
2361
6/30/2012
12/31/9999
30.07
236
2
2362
6/30/2012
12/31/9999
31.65
0.098865
0.114429
0.086632
0.083115
0.06668
0.059745
0.050428
0.090105
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024 (FY25)
4
44.16
46.48
53.38
56.19
59.15
62.26
65.54
37.36
39.33
41.4
43.58
45.87
46.9
49.37
51.97
54.7
57.58
45.82
48.23
50.77
53.44
56.25
30.06
31.64
33.31
35.06
36.91
53.69
56.52
59.49
62.62
65.92
49.69
52.3
55.05
57.95
61
Item 4: Staff Report Pg. 101
Packet Pg. 136 of 435
236
3
2363
6/30/2012
12/31/9999
33.32
236
4
2364
6/30/2012
12/31/9999
35.07
236
5
2365
6/30/2012
12/31/9999
36.92
237
1
2371
6/30/2012
12/31/9999
33.76
237
2
2372
6/30/2012
12/31/9999
35.54
237
3
2373
6/30/2012
12/31/9999
37.41
237
4
2374
6/30/2012
12/31/9999
39.38
237
5
2375
6/30/2012
12/31/9999
41.45
238
1
2381
########
12/31/9999
27.15
238
2
2382
########
12/31/9999
28.58
238
3
2383
########
12/31/9999
30.08
238
4
2384
########
12/31/9999
31.66
238
5
2385
########
12/31/9999
33.33
239
1
2391
3/12/2022
12/31/9999
47.96
239
2
2392
3/12/2022
12/31/9999
50.48
239
3
2393
3/12/2022
12/31/9999
53.14
239
4
2394
3/12/2022
12/31/9999
55.94
239
5
2395
3/12/2022
12/31/9999
58.88
240
1
2401
3/12/2022
12/31/9999
31.83
240
2
2402
3/12/2022
12/31/9999
33.50
240
3
2403
3/12/2022
12/31/9999
35.26
240
4
2404
3/12/2022
12/31/9999
37.12
240
5
2405
3/12/2022
12/31/9999
39.07
241
1
2411
3/12/2022
12/31/9999
29.74
241
2
2412
3/12/2022
12/31/9999
31.30
241
3
2413
3/12/2022
12/31/9999
32.95
241
4
2414
3/12/2022
12/31/9999
34.68
241
5
2415
3/12/2022
12/31/9999
36.51
242
1
2421
3/12/2022
12/31/9999
41.41
242
2
2422
3/12/2022
12/31/9999
43.59
242
3
2423
3/12/2022
12/31/9999
45.88
242
4
2424
3/12/2022
12/31/9999
48.29
242
5
2425
3/12/2022
12/31/9999
50.83
243
1
2431
########
12/31/9999
23.81
243
2
2432
########
12/31/9999
25.07
243
3
2433
########
12/31/9999
26.39
243
4
2434
########
12/31/9999
27.78
243
5
2435
########
12/31/9999
29.24
244
1
2441
3/12/2022
12/31/9999
38.63
244
2
2442
3/12/2022
12/31/9999
40.66
244
3
2443
3/12/2022
12/31/9999
42.80
244
4
2444
3/12/2022
12/31/9999
45.05
244
5
2445
3/12/2022
12/31/9999
47.42
245
1
2451
6/30/2012
12/31/9999
9.07
245
2
2452
6/30/2012
12/31/9999
9.54
245
3
2453
6/30/2012
12/31/9999
10.05
245
4
2454
6/30/2012
12/31/9999
10.57
245
5
2455
6/30/2012
12/31/9999
11.13
246
1
2461
3/12/2022
12/31/9999
61.10
246
2
2462
3/12/2022
12/31/9999
64.32
246
3
2463
3/12/2022
12/31/9999
67.71
246
4
2464
3/12/2022
12/31/9999
71.27
246
5
2465
3/12/2022
12/31/9999
75.02
247
1
2471
3/12/2022
12/31/9999
54.09
247
2
2472
3/12/2022
12/31/9999
56.94
247
3
2473
3/12/2022
12/31/9999
59.94
0.083115
0.142439
0.142439
0.06668
0.103702
0.138867
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024 (FY25)
51.95
54.68
57.56
60.59
63.78
36.37
38.28
40.29
42.41
44.64
33.98
35.77
37.65
39.63
41.72
44.16
46.48
48.93
51.51
54.22
42.63
44.87
47.23
49.72
52.34
69.59
73.25
77.11
81.17
85.44
61.62
64.86
68.27
Item 4: Staff Report Pg. 102
Packet Pg. 137 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
247
4
2474
3/12/2022
12/31/9999
63.09
2024(FY25)
247
5
2475
3/12/2022
12/31/9999
66.41
0.138867
75.b4
248
1
2481
3/12/2022
12/31/9999
32.38
36.24
248
2
2482
3/12/2022
12/31/9999
34.08
38.15
248
3
2483
3/12/2022
12/31/9999
35.87
40.16
248
4
2484
3/12/2022
12/31/9999
37.76
42.27
248
5
2485
3/12/2022
12/31/9999
39.75
0.119155
44.49
249
1
2491
6/30/2012
12/31/9999
20.93
249
2
2492
6/30/2012
12/31/9999
22.03
249
3
2493
6/30/2012
12/31/9999
23.19
249
4
2494
6/30/2012
12/31/9999
24.41
249
5
2495
6/30/2012
12/31/9999
25.70
250
1
2501
3/12/2022
12/31/9999
30.95
34.63
250
2
2502
3/12/2022
12/31/9999
32.58
36.45
250
3
2503
3/12/2022
12/31/9999
34.29
38.37
250
4
2504
3/12/2022
12/31/9999
36.09
40.39
250
5
2505
3/12/2022
12/31/9999
37.99
0.119155
42.52
251
1
2511
3/12/2022
12/31/9999
37.76
42.51
251
2
2512
3/12/2022
12/31/9999
39.75
44.75
251
3
2513
3/12/2022
12/31/9999
41.84
47.1
251
4
2514
3/12/2022
12/31/9999
44.04
49.58
251
5
2515
3/12/2022
12/31/9999
46.36
0.125687
52.19
252
1
2521
3/12/2022
12/31/9999
29.89
34.33
252
2
2522
3/12/2022
12/31/9999
31.46
36.14
252
3
2523
3/12/2022
12/31/9999
33.12
38.04
252
4
2524
3/12/2022
12/31/9999
34.86
40.04
252
5
2525
3/12/2022
12/31/9999
36.69
0.148805
42.15
253
1
2531
3/12/2022
12/31/9999
28.26
32.49
253
2
2532
3/12/2022
12/31/9999
29.75
34.2
253
3
2533
3/12/2022
12/31/9999
31.32
36
253
4
2534
3/12/2022
12/31/9999
32.97
37.89
253
5
2535
3/12/2022
12/31/9999
34.71
0.148805
39.88
254
1
2541
3/12/2022
12/31/9999
33.25
37.44
254
2
2542
3/12/2022
12/31/9999
35.00
39.41
254
3
2543
3/12/2022
12/31/9999
36.84
41.48
254
4
2544
3/12/2022
12/31/9999
38.78
43.66
254
5
2545
3/12/2022
12/31/9999
40.82
0.125687
45.96
255
1
2551
3/12/2022
12/31/9999
41.18
46.36
255
2
2552
3/12/2022
12/31/9999
43.35
48.8
255
3
2553
3/12/2022
12/31/9999
45.63
51.37
255
4
2554
3/12/2022
12/31/9999
48.03
54.07
255
5
2555
3/12/2022
12/31/9999
50.56
0.125687
56.92
256
1
2561
3/12/2022
12/31/9999
48.84
55.64
256
2
2562
3/12/2022
12/31/9999
51.41
58.57
256
3
2563
3/12/2022
12/31/9999
54.12
61.65
256
4
2564
3/12/2022
12/31/9999
56.97
64.89
256
5
2565
3/12/2022
12/31/9999
59.97
0.138867
68.3
257
1
2571
3/12/2022
12/31/9999
47.21
53.45
257
2
2572
3/12/2022
12/31/9999
49.69
56.26
257
3
2573
3/12/2022
12/31/9999
52.30
59.22
257
4
2574
3/12/2022
12/31/9999
55.05
62.34
257
5
2575
3/12/2022
12/31/9999
57.95
0.13223
65.62
258
1
2581
3/12/2022
12/31/9999
44.56
50.45
258
2
2582
3/12/2022
12/31/9999
46.90
53.11
258
3
2583
3/12/2022
12/31/9999
49.37
55.91
258
4
2584
3/12/2022
12/31/9999
51.97
58.85
Item 4: Staff Report Pg. 103 Packet Pg. 138 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
258
5
2585
3/12/2022
12/31/9999
54.71
0.13223
2024(FY25)
259
1
2591
6/30/2012
12/31/9999
30.77
259
2
2592
6/30/2012
12/31/9999
32.39
259
3
2593
6/30/2012
12/31/9999
34.09
259
4
2594
6/30/2012
12/31/9999
35.88
259
5
2595
6/30/2012
12/31/9999
37.77
260
1
2601
3/12/2022
12/31/9999
37.92
44.86
260
2
2602
3/12/2022
12/31/9999
39.92
47.22
260
3
2603
3/12/2022
12/31/9999
42.02
49.71
260
4
2604
3/12/2022
12/31/9999
44.23
52.33
260
5
2605
3/12/2022
12/31/9999
46.56
0.182913
55.08
261
1
2611
3/12/2022
12/31/9999
47.20
51.59
261
2
2612
3/12/2022
12/31/9999
49.68
54.31
261
3
2613
3/12/2022
12/31/9999
52.29
57.17
261
4
2614
3/12/2022
12/31/9999
55.04
60.18
261
5
2615
3/12/2022
12/31/9999
57.94
0.093287
63.35
262
1
2621
3/12/2022
12/31/9999
58.46
63.74
262
2
2622
3/12/2022
12/31/9999
61.54
67.09
262
3
2623
3/12/2022
12/31/9999
64.78
70.62
262
4
2624
3/12/2022
12/31/9999
68.19
74.34
262
5
2625
3/12/2022
12/31/9999
71.78
0.090105
78.25
263
1
2631
3/12/2022
12/31/9999
27.01
263
2
2632
3/12/2022
12/31/9999
28.43
263
3
2633
3/12/2022
12/31/9999
29.93
263
4
2634
3/12/2022
12/31/9999
31.50
263
5
2635
3/12/2022
12/31/9999
33.16
265
1
2651
3/12/2022
12/31/9999
30.56
32.4
265
2
2652
3/12/2022
12/31/9999
32.17
34.1
265
3
2653
3/12/2022
12/31/9999
33.86
35.89
265
4
2654
3/12/2022
12/31/9999
35.64
37.78
265
5
2655
3/12/2022
12/31/9999
37.52
0.059745
39.77
266
1
2661
6/30/2012
12/31/9999
32.89
266
2
2662
6/30/2012
12/31/9999
34.63
266
3
2663
6/30/2012
12/31/9999
36.45
266
4
2664
6/30/2012
12/31/9999
38.37
266
5
2665
6/30/2012
12/31/9999
40.39
267
1
2671
3/12/2022
12/31/9999
46.62
52.96
267
2
2672
3/12/2022
12/31/9999
49.07
55.75
267
3
2673
3/12/2022
12/31/9999
51.65
58.68
267
4
2674
3/12/2022
12/31/9999
54.37
61.77
267
5
2675
3/12/2022
12/31/9999
57.23
0.136107
65.02
268
1
2681
3/12/2022
12/31/9999
44.50
48.51
268
2
2682
3/12/2022
12/31/9999
46.84
51.06
268
3
2683
3/12/2022
12/31/9999
49.31
53.75
268
4
2684
3/12/2022
12/31/9999
51.90
56.58
268
5
2685
3/12/2022
12/31/9999
54.63
0.090105
59.56
269
1
2691
3/12/2022
12/31/9999
49.29
53.72
269
2
2692
3/12/2022
12/31/9999
51.88
56.55
269
3
2693
3/12/2022
12/31/9999
54.61
59.53
269
4
2694
3/12/2022
12/31/9999
57.48
62.66
269
5
2695
3/12/2022
12/31/9999
60.50
0.090105
65.96
270
1
2701
3/12/2022
12/31/9999
40.17
42.85
270
2
2702
3/12/2022
12/31/9999
42.28
45.11
270
3
2703
3/12/2022
12/31/9999
44.51
47.48
270
4
2704
3/12/2022
12/31/9999
46.85
49.98
270
5
2705
3/12/2022
12/31/9999
49.32
0.06668
52.61
Item 4: Staff Report Pg. 104 Packet Pg. 139 of 435
271
1
2711
3/12/2022
12/31/9999
42.53
271
2
2712
3/12/2022
12/31/9999
44.77
271
3
2713
3/12/2022
12/31/9999
47.13
271
4
2714
3/12/2022
12/31/9999
49.61
271
5
2715
3/12/2022
12/31/9999
52.22
272
1
2721
3/12/2022
12/31/9999
64.12
272
2
2722
3/12/2022
12/31/9999
67.49
272
3
2723
3/12/2022
12/31/9999
71.04
272
4
2724
3/12/2022
12/31/9999
74.78
272
5
2725
3/12/2022
12/31/9999
78.72
273
1
2731
3/12/2022
12/31/9999
68.61
273
2
2732
3/12/2022
12/31/9999
72.22
273
3
2733
3/12/2022
12/31/9999
76.02
273
4
2734
3/12/2022
12/31/9999
80.02
273
5
2735
3/12/2022
12/31/9999
84.23
274
1
2741
3/12/2022
12/31/9999
36.46
274
2
2742
3/12/2022
12/31/9999
38.38
274
3
2743
3/12/2022
12/31/9999
40.40
274
4
2744
3/12/2022
12/31/9999
42.53
274
5
2745
3/12/2022
12/31/9999
44.77
275
1
2751
3/12/2022
12/31/9999
29.78
275
2
2752
3/12/2022
12/31/9999
31.35
275
3
2753
3/12/2022
12/31/9999
33.00
275
4
2754
3/12/2022
12/31/9999
34.74
275
5
2755
3/12/2022
12/31/9999
36.57
276
1
2761
3/12/2022
12/31/9999
30.24
276
2
2762
3/12/2022
12/31/9999
31.83
276
3
2763
3/12/2022
12/31/9999
33.50
276
4
2764
3/12/2022
12/31/9999
35.26
276
5
2765
3/12/2022
12/31/9999
37.12
277
1
2771
12/9/2017
12/31/9999
24.58
277
2
2772
12/9/2017
12/31/9999
25.87
277
3
2773
12/9/2017
12/31/9999
27.23
277
4
2774
12/9/2017
12/31/9999
28.66
277
5
2775
12/9/2017
12/31/9999
30.17
278
1
2781
12/9/2017
12/31/9999
26.90
278
2
2782
12/9/2017
12/31/9999
28.32
278
3
2783
12/9/2017
12/31/9999
29.81
278
4
2784
12/9/2017
12/31/9999
31.38
278
5
2785
12/9/2017
12/31/9999
33.03
280
1
2801
3/12/2022
12/31/9999
39.54
280
2
2802
3/12/2022
12/31/9999
41.62
280
3
2803
3/12/2022
12/31/9999
43.81
280
4
2804
3/12/2022
12/31/9999
46.12
280
5
2805
3/12/2022
12/31/9999
48.55
281
1
2811
3/12/2022
12/31/9999
35.76
281
2
2812
3/12/2022
12/31/9999
37.64
281
3
2813
3/12/2022
12/31/9999
39.62
281
4
2814
3/12/2022
12/31/9999
41.70
281
5
2815
3/12/2022
12/31/9999
43.89
282
1
2821
########
12/31/9999
25.47
282
2
2822
########
12/31/9999
26.81
282
3
2823
########
12/31/9999
28.22
282
4
2824
########
12/31/9999
29.71
282
5
2825
########
12/31/9999
31.27
283
1
2831
6/30/2012
12/31/9999
29.33
0.093287
0.136107
0.136107
0.06668
0.052602
0.04
0.04
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024 (FY25)
4
51.54
54.25
57.1
72.85
76.68
80.72
84.97
89.44
77.95
82.05
86.37
90.92
95.7
38.9
40.95
43.1
45.37
47.76
31.83
33.51
35.27
37.13
39.08
41.14
43.3
45.58
47.98
50.5
37.18
39.14
41.2
43.37
45.65
Item 4: Staff Report Pg. 105
Packet Pg. 140 of 435
283
2
2832
6/30/2012
12/31/9999
30.88
283
3
2833
6/30/2012
12/31/9999
32.50
283
4
2834
6/30/2012
12/31/9999
34.21
283
5
2835
6/30/2012
12/31/9999
36.01
284
1
2841
3/12/2022
12/31/9999
57.56
284
2
2842
3/12/2022
12/31/9999
60.59
284
3
2843
3/12/2022
12/31/9999
63.78
284
4
2844
3/12/2022
12/31/9999
67.14
284
5
2845
3/12/2022
12/31/9999
70.67
286
1
2861
3/12/2022
12/31/9999
37.88
286
2
2862
3/12/2022
12/31/9999
39.87
286
3
2863
3/12/2022
12/31/9999
41.97
286
4
2864
3/12/2022
12/31/9999
44.18
286
5
2865
3/12/2022
12/31/9999
46.50
287
1
2871
3/12/2022
12/31/9999
40.90
287
2
2872
3/12/2022
12/31/9999
43.05
287
3
2873
3/12/2022
12/31/9999
45.32
287
4
2874
3/12/2022
12/31/9999
47.70
287
5
2875
3/12/2022
12/31/9999
50.21
288
1
2881
3/12/2022
12/31/9999
34.66
288
2
2882
3/12/2022
12/31/9999
36.48
288
3
2883
3/12/2022
12/31/9999
38.40
288
4
2884
3/12/2022
12/31/9999
40.42
288
5
2885
3/12/2022
12/31/9999
42.55
289
1
2891
3/12/2022
12/31/9999
44.73
289
2
2892
3/12/2022
12/31/9999
47.08
289
3
2893
3/12/2022
12/31/9999
49.56
289
4
2894
3/12/2022
12/31/9999
52.17
289
5
2895
3/12/2022
12/31/9999
54.92
290
1
2901
3/12/2022
12/31/9999
48.06
290
2
2902
3/12/2022
12/31/9999
50.59
290
3
2903
3/12/2022
12/31/9999
53.25
290
4
2904
3/12/2022
12/31/9999
56.05
290
5
2905
3/12/2022
12/31/9999
59.00
291
1
2911
3/12/2022
12/31/9999
43.40
291
2
2912
3/12/2022
12/31/9999
45.68
291
3
2913
3/12/2022
12/31/9999
48.08
291
4
2914
3/12/2022
12/31/9999
50.61
291
5
2915
3/12/2022
12/31/9999
53.27
292
1
2921
3/12/2022
12/31/9999
49.85
292
2
2922
3/12/2022
12/31/9999
52.47
292
3
2923
3/12/2022
12/31/9999
55.23
292
4
2924
3/12/2022
12/31/9999
58.14
292
5
2925
3/12/2022
12/31/9999
61.20
293
1
2931
3/12/2022
12/31/9999
33.14
293
2
2932
3/12/2022
12/31/9999
34.88
293
3
2933
3/12/2022
12/31/9999
36.72
293
4
2934
3/12/2022
12/31/9999
38.65
293
5
2935
3/12/2022
12/31/9999
40.68
294
1
2941
3/12/2022
12/31/9999
29.40
294
2
2942
3/12/2022
12/31/9999
30.95
294
3
2943
3/12/2022
12/31/9999
32.58
294
4
2944
3/12/2022
12/31/9999
34.29
294
5
2945
3/12/2022
12/31/9999
36.09
295
1
2951
3/12/2022
12/31/9999
31.93
295
2
2952
3/12/2022
12/31/9999
33.61
0.138867
0.065149
0.065149
0.119155
0.093287
0.093287
0.093287
0.136107
0.06668
0.059745
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024 (FY25)
65.57
69.02
72.65
76.47
80.49
40.35
42.47
44.7
47.05
49.53
43.58
45.87
48.28
50.82
53.49
38.8
40.84
42.99
45.25
47.63
48.92
51.49
54.2
57.05
60.05
52.54
55.31
58.22
61.28
64.51
47.43
49.93
52.56
55.33
58.24
56.63
59.61
62.75
66.05
69.53
35.35
37.21
39.17
41.23
43.4
31.15
32.79
34.52
36.34
38.25
33.85
35.63
Item 4: Staff Report Pg. 106
Packet Pg. 141 of 435
295
3
2953
3/12/2022
12/31/9999
35.38
295
4
2954
3/12/2022
12/31/9999
37.24
295
5
2955
3/12/2022
12/31/9999
39.20
296
1
2961
3/12/2022
12/31/9999
34.22
296
2
2962
3/12/2022
12/31/9999
36.02
296
3
2963
3/12/2022
12/31/9999
37.92
296
4
2964
3/12/2022
12/31/9999
39.92
296
5
2965
3/12/2022
12/31/9999
42.02
297
1
2971
########
12/31/9999
38.31
297
2
2972
########
12/31/9999
40.32
297
3
2973
########
12/31/9999
42.45
297
4
2974
########
12/31/9999
44.68
297
5
2975
########
12/31/9999
47.03
298
1
2981
3/12/2022
12/31/9999
43.80
298
2
2982
3/12/2022
12/31/9999
46.10
298
3
2983
3/12/2022
12/31/9999
48.53
298
4
2984
3/12/2022
12/31/9999
51.08
298
5
2985
3/12/2022
12/31/9999
53.77
298
6
2986
3/12/2022
12/31/9999
55.12
298
7
2987
3/12/2022
12/31/9999
56.50
299
1
2991
3/12/2022
12/31/9999
44.84
299
2
2992
3/12/2022
12/31/9999
47.20
299
3
2993
3/12/2022
12/31/9999
49.68
299
4
2994
3/12/2022
12/31/9999
52.29
299
5
2995
3/12/2022
12/31/9999
55.04
300
1
3001
3/12/2022
12/31/9999
47.86
300
2
3002
3/12/2022
12/31/9999
50.38
300
3
3003
3/12/2022
12/31/9999
53.03
300
4
3004
3/12/2022
12/31/9999
55.82
300
5
3005
3/12/2022
12/31/9999
58.76
301
1
3011
3/12/2022
12/31/9999
43.07
301
2
3012
3/12/2022
12/31/9999
45.34
301
3
3013
3/12/2022
12/31/9999
47.73
301
4
3014
3/12/2022
12/31/9999
50.24
301
5
3015
3/12/2022
12/31/9999
52.88
302
1
3021
3/12/2022
12/31/9999
32.40
302
2
3022
3/12/2022
12/31/9999
34.11
302
3
3023
3/12/2022
12/31/9999
35.90
302
4
3024
3/12/2022
12/31/9999
37.79
302
5
3025
3/12/2022
12/31/9999
39.78
303
1
3031
3/12/2022
12/31/9999
34.82
303
2
3032
3/12/2022
12/31/9999
36.65
303
3
3033
3/12/2022
12/31/9999
38.58
303
4
3034
3/12/2022
12/31/9999
40.61
303
5
3035
3/12/2022
12/31/9999
42.75
304
1
3041
3/12/2022
12/31/9999
55.58
304
2
3042
3/12/2022
12/31/9999
58.51
304
3
3043
3/12/2022
12/31/9999
61.59
304
4
3044
3/12/2022
12/31/9999
64.83
304
5
3045
3/12/2022
12/31/9999
68.24
305
1
3051
6/30/2012
12/31/9999
34.55
305
2
3052
6/30/2012
12/31/9999
36.37
305
3
3053
6/30/2012
12/31/9999
38.28
305
4
3054
6/30/2012
12/31/9999
40.30
305
5
3055
6/30/2012
12/31/9999
42.42
306
1
3061
3/12/2022
12/31/9999
44.13
0.059745
0.059745
0.04
0.083115
0.083115
0.083115
0.059745
0.059745
0.138867
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024 (FY25)
39.41
41.55
36.27
38.18
40.19
42.31
44.54
45.55
47.95
50.47
53.13
55.93
57.33
58.73
48.56
51.12
53.81
56.64
59.62
51.85
54.58
57.45
60.47
63.65
46.66
49.12
51.7
54.42
57.28
34.34
36.15
38.05
40.05
42.16
36.91
38.85
40.89
43.04
45.31
63.3
66.63
70.14
73.83
77.72
46.35
Item 4: Staff Report Pg. 107
Packet Pg. 142 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
306
2
3062
3/12/2022
12/31/9999
46.45
2024(FY25)
306
3
3063
3/12/2022
12/31/9999
48.89
5
306
4
3064
3/12/2022
12/31/9999
51.46
54.06
306
5
3065
3/12/2022
12/31/9999
54.17
0.050428
56.91
307
1
3071
3/12/2022
12/31/9999
71.78
81.56
307
2
3072
3/12/2022
12/31/9999
75.56
85.85
307
3
3073
3/12/2022
12/31/9999
79.54
90.37
307
4
3074
3/12/2022
12/31/9999
83.73
95.13
307
5
3075
3/12/2022
12/31/9999
88.14
0.136107
100.14
308
1
3081
3/12/2022
12/31/9999
42.97
48.38
308
2
3082
3/12/2022
12/31/9999
45.23
50.93
308
3
3083
3/12/2022
12/31/9999
47.61
53.61
308
4
3084
3/12/2022
12/31/9999
50.12
56.43
308
5
3085
3/12/2022
12/31/9999
52.76
0.12579
59.4
309
1
3091
########
12/31/9999
38.27
309
2
3092
########
12/31/9999
40.28
309
3
3093
########
12/31/9999
42.40
309
4
3094
########
12/31/9999
44.63
309
5
3095
########
12/31/9999
46.98
310
1
3101
3/12/2022
12/31/9999
53.81
61.28
310
2
3102
3/12/2022
12/31/9999
56.64
64.51
310
3
3103
3/12/2022
12/31/9999
59.62
67.91
310
4
3104
3/12/2022
12/31/9999
62.76
71.48
310
5
3105
3/12/2022
12/31/9999
66.06
0.138867
75.24
311
1
3111
3/12/2022
12/31/9999
33.22
36.16
311
2
3112
3/12/2022
12/31/9999
34.97
38.06
311
3
3113
3/12/2022
12/31/9999
36.81
40.06
311
4
3114
3/12/2022
12/31/9999
38.75
42.17
311
5
3115
3/12/2022
12/31/9999
40.79
0.088108
44.39
312
1
3121
3/12/2022
12/31/9999
32.35
34.05
312
2
3122
3/12/2022
12/31/9999
34.05
35.84
312
3
3123
3/12/2022
12/31/9999
35.84
37.73
312
4
3124
3/12/2022
12/31/9999
37.73
39.72
312
5
3125
3/12/2022
12/31/9999
39.72
0.052602
41.81
313
1
3131
3/12/2022
12/31/9999
30.26
32.34
313
2
3132
3/12/2022
12/31/9999
31.85
34.04
313
3
3133
3/12/2022
12/31/9999
33.53
35.83
313
4
3134
3/12/2022
12/31/9999
35.29
37.72
313
5
3135
3/12/2022
12/31/9999
37.15
0.068503
39.7
314
1
3141
3/12/2022
12/31/9999
31.84
34.03
314
2
3142
3/12/2022
12/31/9999
33.52
35.82
314
3
3143
3/12/2022
12/31/9999
35.28
37.7
314
4
3144
3/12/2022
12/31/9999
37.14
39.68
314
5
3145
3/12/2022
12/31/9999
39.09
0.068503
41.77
315
1
3151
3/12/2022
12/31/9999
51.75
53.84
315
2
3152
3/12/2022
12/31/9999
54.47
56.67
315
3
3153
3/12/2022
12/31/9999
57.34
59.65
315
4
3154
3/12/2022
12/31/9999
60.36
62.79
315
5
3155
3/12/2022
12/31/9999
63.54
0.04
66.09
315
6
3156
3/12/2022
12/31/9999
65.13
67.75
315
7
3157
3/12/2022
12/31/9999
66.76
69.4
316
1
3161
3/12/2022
12/31/9999
46.12
47.98
316
2
3162
3/12/2022
12/31/9999
48.55
50.5
316
3
3163
3/12/2022
12/31/9999
51.11
53.16
316
4
3164
3/12/2022
12/31/9999
53.80
55.96
316
5
3165
3/12/2022
12/31/9999
56.63
0.04
58.9
Item 4: Staff Report Pg. 108 Packet Pg. 143 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
316
6
3166
3/12/2022
12/31/9999
58.05
2024(FY25)
316
7
3167
3/12/2022
12/31/9999
59.51
61.ob
317
1
3171
3/12/2022
12/31/9999
37.05
39.52
317
2
3172
3/12/2022
12/31/9999
39.00
41.6
317
3
3173
3/12/2022
12/31/9999
41.05
43.79
317
4
3174
3/12/2022
12/31/9999
43.21
46.09
317
5
3175
3/12/2022
12/31/9999
45.48
0.06668
48.52
318
1
3181
3/12/2022
12/31/9999
54.82
57.3
318
2
3182
3/12/2022
12/31/9999
57.70
60.32
318
3
3183
3/12/2022
12/31/9999
60.74
63.49
318
4
3184
3/12/2022
12/31/9999
63.94
66.83
318
5
3185
3/12/2022
12/31/9999
67.31
0.04515
70.35
319
1
3191
3/12/2022
12/31/9999
40.15
43.68
319
2
3192
3/12/2022
12/31/9999
42.26
45.98
319
3
3193
3/12/2022
12/31/9999
44.48
48.4
319
4
3194
3/12/2022
12/31/9999
46.82
50.95
319
5
3195
3/12/2022
12/31/9999
49.28
0.088108
53.63
320
1
3201
3/12/2022
12/31/9999
35.19
37.6
320
2
3202
3/12/2022
12/31/9999
37.04
39.58
320
3
3203
3/12/2022
12/31/9999
38.99
41.66
320
4
3204
3/12/2022
12/31/9999
41.04
43.85
320
5
3205
3/12/2022
12/31/9999
43.20
0.068503
46.16
321
1
3211
3/12/2022
12/31/9999
34.06
36.4
321
2
3212
3/12/2022
12/31/9999
35.85
38.32
321
3
3213
3/12/2022
12/31/9999
37.74
40.34
321
4
3214
3/12/2022
12/31/9999
39.73
42.46
321
5
3215
3/12/2022
12/31/9999
41.82
0.068503
44.69
322
1
3221
3/12/2022
12/31/9999
68.20
77.49
322
2
3222
3/12/2022
12/31/9999
71.79
81.57
322
3
3223
3/12/2022
12/31/9999
75.57
85.86
322
4
3224
3/12/2022
12/31/9999
79.55
90.38
322
5
3225
3/12/2022
12/31/9999
83.74
0.136107
95.14
323
1
3231
3/12/2022
12/31/9999
35.94
39.11
323
2
3232
3/12/2022
12/31/9999
37.83
41.17
323
3
3233
3/12/2022
12/31/9999
39.82
43.34
323
4
3234
3/12/2022
12/31/9999
41.92
45.62
323
5
3235
3/12/2022
12/31/9999
44.13
0.088108
48.02
325
1
3251
3/12/2022
12/31/9999
43.81
47.47
325
2
3252
3/12/2022
12/31/9999
46.12
49.97
325
3
3253
3/12/2022
12/31/9999
48.55
52.6
325
4
3254
3/12/2022
12/31/9999
51.11
55.37
325
5
3255
3/12/2022
12/31/9999
53.80
0.083115
58.28
326
1
3261
3/12/2022
12/31/9999
40.29
43.64
326
2
3262
3/12/2022
12/31/9999
42.41
45.94
326
3
3263
3/12/2022
12/31/9999
44.64
48.36
326
4
3264
3/12/2022
12/31/9999
46.99
50.9
326
5
3265
3/12/2022
12/31/9999
49.46
0.083115
53.58
330
1
3301
3/12/2022
12/31/9999
46.03
52.42
330
2
3302
3/12/2022
12/31/9999
48.45
55.18
330
3
3303
3/12/2022
12/31/9999
51.00
58.08
330
4
3304
3/12/2022
12/31/9999
53.68
61.14
330
5
3305
3/12/2022
12/31/9999
56.51
0.138867
64.36
332
1
3321
3/12/2022
12/31/9999
57.23
65.18
332
2
3322
3/12/2022
12/31/9999
60.24
68.61
332
3
3323
3/12/2022
12/31/9999
63.41
72.22
332
4
3324
3/12/2022
12/31/9999
66.75
76.02
Item 4: Staff Report Pg. 109 Packet Pg. 144 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
332
5
3325
3/12/2022
12/31/9999
70.26
0.138867
2024(FY25)
333
1
3331
3/12/2022
12/31/9999
50.81
51.ob
333
2
3332
3/12/2022
12/31/9999
53.48
60.91
333
3
3333
3/12/2022
12/31/9999
56.29
64.12
333
4
3334
3/12/2022
12/31/9999
59.25
67.49
333
5
3335
3/12/2022
12/31/9999
62.37
0.138867
71.04
340
1
3401
3/12/2022
12/31/9999
63.27
66.45
340
2
3402
3/12/2022
12/31/9999
66.60
69.95
340
3
3403
3/12/2022
12/31/9999
70.10
73.63
340
4
3404
3/12/2022
12/31/9999
73.79
77.51
340
5
3405
3/12/2022
12/31/9999
77.67
0.050428
81.59
3400
1
34001
3/12/2022
12/31/9999
63.27
66.45
3400
2
34002
3/12/2022
12/31/9999
66.60
69.95
3400
3
34003
3/12/2022
12/31/9999
70.10
73.63
3400
4
34004
3/12/2022
12/31/9999
73.79
77.51
3400
5
34005
3/12/2022
12/31/9999
77.67
0.050428
81.59
341
1
3411
3/12/2022
12/31/9999
45.39
48.43
341
2
3412
3/12/2022
12/31/9999
47.78
50.98
341
3
3413
3/12/2022
12/31/9999
50.29
53.66
341
4
3414
3/12/2022
12/31/9999
52.94
56.48
341
5
3415
3/12/2022
12/31/9999
55.73
0.06668
59.45
3410
1
34101
3/12/2022
12/31/9999
45.39
48.43
3410
2
34102
3/12/2022
12/31/9999
47.78
50.98
3410
3
34103
3/12/2022
12/31/9999
50.29
53.66
3410
4
34104
3/12/2022
12/31/9999
52.94
56.48
3410
5
34105
3/12/2022
12/31/9999
55.73
0.06668
59.45
342
1
3421
3/12/2022
12/31/9999
43.13
46.02
342
2
3422
3/12/2022
12/31/9999
45.40
48.44
342
3
3423
3/12/2022
12/31/9999
47.79
50.99
342
4
3424
3/12/2022
12/31/9999
50.30
53.67
342
5
3425
3/12/2022
12/31/9999
52.95
0.06668
56.49
343
1
3431
########
12/31/9999
38.58
343
2
3432
########
12/31/9999
40.62
343
3
3433
########
12/31/9999
42.75
343
4
3434
########
12/31/9999
45.00
343
5
3435
########
12/31/9999
47.37
344
1
3441
3/12/2022
12/31/9999
46.57
49.69
344
2
3442
3/12/2022
12/31/9999
49.02
52.3
344
3
3443
3/12/2022
12/31/9999
51.60
55.05
344
4
3444
3/12/2022
12/31/9999
54.32
57.95
344
5
3445
3/12/2022
12/31/9999
57.18
0.06668
61
3440
1
34401
3/12/2022
12/31/9999
46.57
49.69
3440
2
34402
3/12/2022
12/31/9999
49.02
52.3
3440
3
34403
3/12/2022
12/31/9999
51.60
55.05
3440
4
34404
3/12/2022
12/31/9999
54.32
57.95
3440
5
34405
3/12/2022
12/31/9999
57.18
0.06668
61
345
1
3451
3/12/2022
12/31/9999
64.80
73.81
345
2
3452
3/12/2022
12/31/9999
68.21
77.69
345
3
3453
3/12/2022
12/31/9999
71.80
81.78
345
4
3454
3/12/2022
12/31/9999
75.58
86.08
345
5
3455
3/12/2022
12/31/9999
79.56
0.138867
90.61
3450
1
34501
3/12/2022
12/31/9999
64.80
73.81
3450
2
34502
3/12/2022
12/31/9999
68.21
77.69
3450
3
34503
3/12/2022
12/31/9999
71.80
81.78
3450
4
34504
3/12/2022
12/31/9999
75.58
86.08
3450
5
34505
3/12/2022
12/31/9999
79.56
0.138867
90.61
Item 4: Staff Report Pg. 110 Packet Pg. 145 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
346
1
3461
3/12/2022
12/31/9999
37.19
2024(FY25)
346
2
3462
3/12/2022
12/31/9999
39.15
41.49
346
3
3463
3/12/2022
12/31/9999
41.21
43.67
346
4
3464
3/12/2022
12/31/9999
43.38
45.97
346
5
3465
3/12/2022
12/31/9999
45.66
0.059745
48.39
3460
1
34601
3/12/2022
12/31/9999
37.19
39.42
3460
2
34602
3/12/2022
12/31/9999
39.15
41.49
3460
3
34603
3/12/2022
12/31/9999
41.21
43.67
3460
4
34604
3/12/2022
12/31/9999
43.38
45.97
3460
5
34605
3/12/2022
12/31/9999
45.66
0.059745
48.39
347
1
3471
3/12/2022
12/31/9999
52.44
56.81
347
2
3472
3/12/2022
12/31/9999
55.20
59.8
347
3
3473
3/12/2022
12/31/9999
58.11
62.95
347
4
3474
3/12/2022
12/31/9999
61.17
66.26
347
5
3475
3/12/2022
12/31/9999
64.39
0.083115
69.75
3470
1
34701
3/12/2022
12/31/9999
52.44
56.81
3470
2
34702
3/12/2022
12/31/9999
55.20
59.8
3470
3
34703
3/12/2022
12/31/9999
58.11
62.95
3470
4
34704
3/12/2022
12/31/9999
61.17
66.26
3470
5
34705
3/12/2022
12/31/9999
64.39
0.083115
69.75
348
1
3481
3/12/2022
12/31/9999
38.01
41.78
348
2
3482
3/12/2022
12/31/9999
40.01
43.98
348
3
3483
3/12/2022
12/31/9999
42.12
46.29
348
4
3484
3/12/2022
12/31/9999
44.34
48.73
348
5
3485
3/12/2022
12/31/9999
46.67
0.098865
51.29
3480
1
34801
3/12/2022
12/31/9999
38.01
41.78
3480
2
34802
3/12/2022
12/31/9999
40.01
43.98
3480
3
34803
3/12/2022
12/31/9999
42.12
46.29
3480
4
34804
3/12/2022
12/31/9999
44.34
48.73
3480
5
34805
3/12/2022
12/31/9999
46.67
0.098865
51.29
349
1
3491
3/12/2022
12/31/9999
61.59
70.13
349
2
3492
3/12/2022
12/31/9999
64.83
73.82
349
3
3493
3/12/2022
12/31/9999
68.24
77.71
349
4
3494
3/12/2022
12/31/9999
71.83
81.8
349
5
3495
3/12/2022
12/31/9999
75.61
0.138867
86.11
3490
1
34901
3/12/2022
12/31/9999
61.59
70.13
3490
2
34902
3/12/2022
12/31/9999
64.83
73.82
3490
3
34903
3/12/2022
12/31/9999
68.24
77.71
3490
4
34904
3/12/2022
12/31/9999
71.83
81.8
3490
5
34905
3/12/2022
12/31/9999
75.61
0.138867
86.11
352
1
3521
3/12/2022
12/31/9999
47.46
49.61
352
2
3522
3/12/2022
12/31/9999
49.96
52.22
352
3
3523
3/12/2022
12/31/9999
52.59
54.97
352
4
3524
3/12/2022
12/31/9999
55.36
57.86
352
5
3525
3/12/2022
12/31/9999
58.27
0.04515
60.91
353
1
3531
3/12/2022
12/31/9999
44.40
46.42
353
2
3532
3/12/2022
12/31/9999
46.74
48.86
353
3
3533
3/12/2022
12/31/9999
49.20
51.43
353
4
3534
3/12/2022
12/31/9999
51.79
54.14
353
5
3535
3/12/2022
12/31/9999
54.52
0.04515
56.99
355
1
3551
3/12/2022
12/31/9999
36.01
37.64
355
2
3552
3/12/2022
12/31/9999
37.91
39.62
355
3
3553
3/12/2022
12/31/9999
39.91
41.71
355
4
3554
3/12/2022
12/31/9999
42.01
43.91
355
5
3555
3/12/2022
12/31/9999
44.22
0.04515
46.22
356
1
3561
6/30/2012
12/31/9999
24.95
Item 4: Staff Report Pg. 111 Packet Pg. 146 of 435
356
2
3562
6/30/2012
12/31/9999
26.26
356
3
3563
6/30/2012
12/31/9999
27.64
356
4
3564
6/30/2012
12/31/9999
29.10
356
5
3565
6/30/2012
12/31/9999
30.63
357
1
3571
6/30/2012
12/31/9999
31.04
357
2
3572
6/30/2012
12/31/9999
32.67
357
3
3573
6/30/2012
12/31/9999
34.39
357
4
3574
6/30/2012
12/31/9999
36.20
357
5
3575
6/30/2012
12/31/9999
38.11
360
1
3601
3/12/2022
12/31/9999
44.66
360
2
3602
3/12/2022
12/31/9999
47.01
360
3
3603
3/12/2022
12/31/9999
49.48
360
4
3604
3/12/2022
12/31/9999
52.08
360
5
3605
3/12/2022
12/31/9999
54.82
3600
1
36001
3/12/2022
12/31/9999
44.66
3600
2
36002
3/12/2022
12/31/9999
47.01
3600
3
36003
3/12/2022
12/31/9999
49.48
3600
4
36004
3/12/2022
12/31/9999
52.08
3600
5
36005
3/12/2022
12/31/9999
54.82
361
1
3611
3/12/2022
12/31/9999
53.66
361
2
3612
3/12/2022
12/31/9999
56.48
361
3
3613
3/12/2022
12/31/9999
59.45
361
4
3614
3/12/2022
12/31/9999
62.58
361
5
3615
3/12/2022
12/31/9999
65.87
3610
1
36101
3/12/2022
12/31/9999
53.66
3610
2
36102
3/12/2022
12/31/9999
56.48
3610
3
36103
3/12/2022
12/31/9999
59.45
3610
4
36104
3/12/2022
12/31/9999
62.58
3610
5
36105
3/12/2022
12/31/9999
65.87
362
1
3621
3/12/2022
12/31/9999
63.27
362
2
3622
3/12/2022
12/31/9999
66.60
362
3
3623
3/12/2022
12/31/9999
70.10
362
4
3624
3/12/2022
12/31/9999
73.79
362
5
3625
3/12/2022
12/31/9999
77.67
3620
1
36201
3/12/2022
12/31/9999
63.27
3620
2
36202
3/12/2022
12/31/9999
66.60
3620
3
36203
3/12/2022
12/31/9999
70.10
3620
4
36204
3/12/2022
12/31/9999
73.79
3620
5
36205
3/12/2022
12/31/9999
77.67
363
1
3631
3/12/2022
12/31/9999
48.91
363
2
3632
3/12/2022
12/31/9999
51.48
363
3
3633
3/12/2022
12/31/9999
54.19
363
4
3634
3/12/2022
12/31/9999
57.04
363
5
3635
3/12/2022
12/31/9999
60.04
3630
1
36301
3/12/2022
12/31/9999
48.91
3630
2
36302
3/12/2022
12/31/9999
51.48
3630
3
36303
3/12/2022
12/31/9999
54.19
3630
4
36304
3/12/2022
12/31/9999
57.04
3630
5
36305
3/12/2022
12/31/9999
60.04
364
1
3641
########
12/31/9999
35.74
364
2
3642
########
12/31/9999
37.62
364
3
3643
########
12/31/9999
39.60
364
4
3644
########
12/31/9999
41.69
364
5
3645
########
12/31/9999
43.88
365
1
3651
3/12/2022
12/31/9999
35.82
365
2
3652
3/12/2022
12/31/9999
37.70
0.103702
0.103702
0.090105
0.090105
0.050428
0.050428
0.04
Item 4
Attachment A - SEIU
Salary Schedule 2023-
2024 (FY25)
49.29
51.88
54.61
57.48
60.51
49.29
51.88
54.61
57.48
60.51
58.49
61.57
64.81
68.22
71.81
58.49
61.57
64.81
68.22
71.81
66.45
69.95
73.63
77.51
81.59
66.45
69.95
73.63
77.51
81.59
50.86
53.54
56.36
59.33
62.45
40.56
42.69
Item 4: Staff Report Pg. 112
Packet Pg. 147 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
365
3
3653
3/12/2022
12/31/9999
39.68
2024(FY25)
365
4
3654
3/12/2022
12/31/9999
41.77
365
5
3655
3/12/2022
12/31/9999
43.97
0.13223
49.79
366
1
3661
3/12/2022
12/31/9999
45.97
50.26
366
2
3662
3/12/2022
12/31/9999
48.39
52.91
366
3
3663
3/12/2022
12/31/9999
50.94
55.69
366
4
3664
3/12/2022
12/31/9999
53.62
58.62
366
5
3665
3/12/2022
12/31/9999
56.44
0.093287
61.71
368
1
3681
3/12/2022
12/31/9999
34.68
36.98
368
2
3682
3/12/2022
12/31/9999
36.50
38.93
368
3
3683
3/12/2022
12/31/9999
38.42
40.98
368
4
3684
3/12/2022
12/31/9999
40.44
43.14
368
5
3685
3/12/2022
12/31/9999
42.57
0.06668
45.41
369
1
3691
3/12/2022
12/31/9999
36.81
40
369
2
3692
3/12/2022
12/31/9999
38.75
42.11
369
3
3693
3/12/2022
12/31/9999
40.79
44.33
369
4
3694
3/12/2022
12/31/9999
42.94
46.66
369
5
3695
3/12/2022
12/31/9999
45.20
0.086632
49.12
370
1
3701
3/12/2022
12/31/9999
26.31
27.94
370
2
3702
3/12/2022
12/31/9999
27.69
29.41
370
3
3703
3/12/2022
12/31/9999
29.15
30.96
370
4
3704
3/12/2022
12/31/9999
30.68
32.59
370
5
3705
3/12/2022
12/31/9999
32.29
0.062487
34.31
371
1
3711
3/12/2022
12/31/9999
28.15
29.91
371
2
3712
3/12/2022
12/31/9999
29.63
31.48
371
3
3713
3/12/2022
12/31/9999
31.19
33.14
371
4
3714
3/12/2022
12/31/9999
32.83
34.88
371
5
3715
3/12/2022
12/31/9999
34.56
0.062487
36.72
373
1
3731
3/12/2022
12/31/9999
50.01
52.08
373
2
3732
3/12/2022
12/31/9999
52.64
54.82
373
3
3733
3/12/2022
12/31/9999
55.41
57.71
373
4
3734
3/12/2022
12/31/9999
58.33
60.75
373
5
3735
3/12/2022
12/31/9999
61.40
0.041478
63.95
374
1
3741
3/12/2022
12/31/9999
40.25
41.93
374
2
3742
3/12/2022
12/31/9999
42.37
44.14
374
3
3743
3/12/2022
12/31/9999
44.60
46.46
374
4
3744
3/12/2022
12/31/9999
46.95
48.9
374
5
3745
3/12/2022
12/31/9999
49.42
0.041478
51.47
375
1
3751
3/12/2022
12/31/9999
37.77
42.52
375
2
3752
3/12/2022
12/31/9999
39.76
44.76
375
3
3753
3/12/2022
12/31/9999
41.85
47.12
375
4
3754
3/12/2022
12/31/9999
44.05
49.6
375
5
3755
3/12/2022
12/31/9999
46.37
0.12579
52.21
376
1
3761
3/12/2022
12/31/9999
40.25
41.93
376
2
3762
3/12/2022
12/31/9999
42.37
44.14
376
3
3763
3/12/2022
12/31/9999
44.60
46.46
376
4
3764
3/12/2022
12/31/9999
46.95
48.9
376
5
3765
3/12/2022
12/31/9999
49.42
0.041478
51.47
377
1
3771
3/12/2022
12/31/9999
38.72
40.34
377
2
3772
3/12/2022
12/31/9999
40.76
42.46
377
3
3773
3/12/2022
12/31/9999
42.90
44.69
377
4
3774
3/12/2022
12/31/9999
45.16
47.04
377
5
3775
3/12/2022
12/31/9999
47.54
0.041478
49.52
380
1
3801
6/30/2012
12/31/9999
26.35
380
2
3802
6/30/2012
12/31/9999
27.73
380
3
3803
6/30/2012
12/31/9999
29.19
Item 4: Staff Report Pg. 113 Packet Pg. 148 of 435
380
4
3804
6/30/2012
12/31/9999
30.73
380
5
3805
6/30/2012
12/31/9999
32.35
381
1
3811
3/12/2022
12/31/9999
43.75
381
2
3812
3/12/2022
12/31/9999
46.05
381
3
3813
3/12/2022
12/31/9999
48.47
381
4
3814
3/12/2022
12/31/9999
51.02
381
5
3815
3/12/2022
12/31/9999
53.71
383
1
3831
3/12/2022
12/31/9999
36.84
383
2
3832
3/12/2022
12/31/9999
38.78
383
3
3833
3/12/2022
12/31/9999
40.82
383
4
3834
3/12/2022
12/31/9999
42.97
383
5
3835
3/12/2022
12/31/9999
45.23
384
1
3841
3/12/2022
12/31/9999
42.93
384
2
3842
3/12/2022
12/31/9999
45.19
384
3
3843
3/12/2022
12/31/9999
47.57
384
4
3844
3/12/2022
12/31/9999
50.07
384
5
3845
3/12/2022
12/31/9999
52.70
385
1
3851
3/12/2022
12/31/9999
42.33
385
2
3852
3/12/2022
12/31/9999
44.56
385
3
3853
3/12/2022
12/31/9999
46.90
385
4
3854
3/12/2022
12/31/9999
49.37
385
5
3855
3/12/2022
12/31/9999
51.97
389
1
3891
3/12/2022
12/31/9999
44.73
389
2
3892
3/12/2022
12/31/9999
47.08
389
3
3893
3/12/2022
12/31/9999
49.56
389
4
3894
3/12/2022
12/31/9999
52.17
389
5
3895
3/12/2022
12/31/9999
54.92
390
1
3901
3/12/2022
12/31/9999
42.66
390
2
3902
3/12/2022
12/31/9999
44.90
390
3
3903
3/12/2022
12/31/9999
47.26
390
4
3904
3/12/2022
12/31/9999
49.75
390
5
3905
3/12/2022
12/31/9999
52.37
391
1
3911
3/12/2022
12/31/9999
45.61
391
2
3912
3/12/2022
12/31/9999
48.01
391
3
3913
3/12/2022
12/31/9999
50.54
391
4
3914
3/12/2022
12/31/9999
53.20
391
5
3915
3/12/2022
12/31/9999
56.00
392
1
3921
3/12/2022
12/31/9999
35.58
392
2
3922
3/12/2022
12/31/9999
37.45
392
3
3923
3/12/2022
12/31/9999
39.42
392
4
3924
3/12/2022
12/31/9999
41.49
392
5
3925
3/12/2022
12/31/9999
43.67
393
1
3931
########
12/31/9999
28.52
393
2
3932
########
12/31/9999
30.03
393
3
3933
########
12/31/9999
31.61
393
4
3934
########
12/31/9999
33.27
393
5
3935
########
12/31/9999
35.02
396
1
3961
3/12/2022
12/31/9999
35.64
396
2
3962
3/12/2022
12/31/9999
37.52
396
3
3963
3/12/2022
12/31/9999
39.49
396
4
3964
3/12/2022
12/31/9999
41.57
396
5
3965
3/12/2022
12/31/9999
43.76
397
1
3971
3/12/2022
12/31/9999
38.14
397
2
3972
3/12/2022
12/31/9999
40.15
397
3
3973
3/12/2022
12/31/9999
42.26
397
4
3974
3/12/2022
12/31/9999
44.48
0.065149
0.119155
0.065149
0.119155
0.109623
0.109623
0.109623
0.109623
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024 (FY25)
46.6
49.05
51.63
54.35
57.21
41.24
43.41
45.69
48.09
50.62
45.72
48.13
50.66
53.33
56.14
47.39
49.88
52.5
55.26
58.17
47.34
49.83
52.45
55.21
58.12
50.62
53.28
56.08
59.03
62.14
39.47
41.55
43.74
46.04
48.46
39.55
41.63
43.82
46.13
48.56
42.32
44.55
46.89
49.36
Item 4: Staff Report Pg. 114
Packet Pg. 149 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
397
5
3975
3/12/2022
12/31/9999
46.82
0.109623
2024(Fy25)
398
1
3981
3/12/2022
12/31/9999
53.11
55.19
398
2
3982
3/12/2022
12/31/9999
55.90
58.73
398
3
3983
3/12/2022
12/31/9999
58.84
61.82
398
4
3984
3/12/2022
12/31/9999
61.94
65.07
398
5
3985
3/12/2022
12/31/9999
65.20
0.050428
68.49
399
1
3991
3/12/2022
12/31/9999
34.22
36.27
399
2
3992
3/12/2022
12/31/9999
36.02
38.18
399
3
3993
3/12/2022
12/31/9999
37.92
40.19
399
4
3994
3/12/2022
12/31/9999
39.92
42.31
399
5
3995
3/12/2022
12/31/9999
42.02
0.059745
44.54
400
1
4001
6/30/2012
12/31/9999
21.99
400
2
4002
6/30/2012
12/31/9999
23.15
400
3
4003
6/30/2012
12/31/9999
24.37
400
4
4004
6/30/2012
12/31/9999
25.65
400
5
4005
6/30/2012
12/31/9999
27.00
405
1
4051
3/12/2022
12/31/9999
29.90
32.42
405
2
4052
3/12/2022
12/31/9999
31.47
34.13
405
3
4053
3/12/2022
12/31/9999
33.13
35.93
405
4
4054
3/12/2022
12/31/9999
34.87
37.82
405
5
4055
3/12/2022
12/31/9999
36.70
0.084736
39.81
406
1
4061
3/12/2022
12/31/9999
34.98
37.95
406
2
4062
3/12/2022
12/31/9999
36.82
39.95
406
3
4063
3/12/2022
12/31/9999
38.76
42.05
406
4
4064
3/12/2022
12/31/9999
40.80
44.26
406
5
4065
3/12/2022
12/31/9999
42.95
0.084736
46.59
407
1
4071
3/12/2022
12/31/9999
37.44
40.61
407
2
4072
3/12/2022
12/31/9999
39.41
42.75
407
3
4073
3/12/2022
12/31/9999
41.48
45
407
4
4074
3/12/2022
12/31/9999
43.66
47.37
407
5
4075
3/12/2022
12/31/9999
45.96
0.084736
49.86
408
1
4081
3/12/2022
12/31/9999
38.72
40.34
408
2
4082
3/12/2022
12/31/9999
40.76
42.46
408
3
4083
3/12/2022
12/31/9999
42.90
44.69
408
4
4084
3/12/2022
12/31/9999
45.16
47.04
408
5
4085
3/12/2022
12/31/9999
47.54
0.041478
49.52
409
1
4091
3/12/2022
12/31/9999
41.42
43.13
409
2
4092
3/12/2022
12/31/9999
43.60
45.4
409
3
4093
3/12/2022
12/31/9999
45.89
47.79
409
4
4094
3/12/2022
12/31/9999
48.31
50.31
409
5
4095
3/12/2022
12/31/9999
50.85
0.041478
52.96
412
1
4121
3/12/2022
12/31/9999
32.40
35.13
412
2
4122
3/12/2022
12/31/9999
34.10
36.98
412
3
4123
3/12/2022
12/31/9999
35.89
38.93
412
4
4124
3/12/2022
12/31/9999
37.78
40.98
412
5
4125
3/12/2022
12/31/9999
39.77
0.084736
43.14
413
1
4131
3/12/2022
12/31/9999
43.77
47.62
413
2
4132
3/12/2022
12/31/9999
46.07
50.13
413
3
4133
3/12/2022
12/31/9999
48.49
52.77
413
4
4134
3/12/2022
12/31/9999
51.04
55.55
413
5
4135
3/12/2022
12/31/9999
53.73
0.088108
58.47
414
1
4141
6/30/2012
12/31/9999
21.00
414
2
4142
6/30/2012
12/31/9999
22.11
414
3
4143
6/30/2012
12/31/9999
23.27
414
4
4144
6/30/2012
12/31/9999
24.50
414
5
4145
6/30/2012
12/31/9999
25.79
Item 4: Staff Report Pg. 115 Packet Pg. 150 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
415
1
4151
3/12/2022
12/31/9999
37.21
2024(FY25)
415
2
4152
3/12/2022
12/31/9999
39.17
4
415
3
4153
3/12/2022
12/31/9999
41.23
42.87
415
4
4154
3/12/2022
12/31/9999
43.40
45.13
415
5
4155
3/12/2022
12/31/9999
45.68
0.04
47.51
416
1
4161
3/12/2022
12/31/9999
45.31
416
2
4162
3/12/2022
12/31/9999
47.69
416
3
4163
3/12/2022
12/31/9999
50.20
416
4
4164
3/12/2022
12/31/9999
52.84
416
5
4165
3/12/2022
12/31/9999
55.62
417
1
4171
3/12/2022
12/31/9999
43.14
417
2
4172
3/12/2022
12/31/9999
45.41
417
3
4173
3/12/2022
12/31/9999
47.80
417
4
4174
3/12/2022
12/31/9999
50.32
417
5
4175
3/12/2022
12/31/9999
52.97
418
1
4181
3/12/2022
12/31/9999
43.14
47.18
418
2
4182
3/12/2022
12/31/9999
45.41
49.66
418
3
4183
3/12/2022
12/31/9999
47.80
52.27
418
4
4184
3/12/2022
12/31/9999
50.32
55.02
418
5
4185
3/12/2022
12/31/9999
52.97
0.093287
57.92
419
1
4191
3/12/2022
12/31/9999
41.08
44.92
419
2
4192
3/12/2022
12/31/9999
43.24
47.28
419
3
4193
3/12/2022
12/31/9999
45.52
49.77
419
4
4194
3/12/2022
12/31/9999
47.92
52.39
419
5
4195
3/12/2022
12/31/9999
50.44
0.093287
55.15
420
1
4201
12/9/2017
12/31/9999
40.82
420
2
4202
12/9/2017
12/31/9999
42.97
420
3
4203
12/9/2017
12/31/9999
45.23
420
4
4204
12/9/2017
12/31/9999
47.61
420
5
4205
12/9/2017
12/31/9999
50.12
430
1
4301
3/12/2022
12/31/9999
35.34
38.96
430
2
4302
3/12/2022
12/31/9999
37.20
41.01
430
3
4303
3/12/2022
12/31/9999
39.16
43.17
430
4
4304
3/12/2022
12/31/9999
41.22
45.44
430
5
4305
3/12/2022
12/31/9999
43.39
0.102234
47.83
431
1
4311
3/12/2022
12/31/9999
37.81
41.67
431
2
4312
3/12/2022
12/31/9999
39.80
43.86
431
3
4313
3/12/2022
12/31/9999
41.89
46.17
431
4
4314
3/12/2022
12/31/9999
44.09
48.6
431
5
4315
3/12/2022
12/31/9999
46.41
0.102234
51.16
432
1
4321
3/12/2022
12/31/9999
33.32
36.74
432
2
4322
3/12/2022
12/31/9999
35.07
38.67
432
3
4323
3/12/2022
12/31/9999
36.92
40.7
432
4
4324
3/12/2022
12/31/9999
38.86
42.84
432
5
4325
3/12/2022
12/31/9999
40.90
0.102234
45.09
434
1
4341
3/12/2022
12/31/9999
35.91
39.58
434
2
4342
3/12/2022
12/31/9999
37.80
41.66
434
3
4343
3/12/2022
12/31/9999
39.79
43.85
434
4
4344
3/12/2022
12/31/9999
41.88
46.16
434
5
4345
3/12/2022
12/31/9999
44.08
0.102234
48.59
435
1
4351
3/12/2022
12/31/9999
30.78
33.92
435
2
4352
3/12/2022
12/31/9999
32.40
35.71
435
3
4353
3/12/2022
12/31/9999
34.10
37.59
435
4
4354
3/12/2022
12/31/9999
35.89
39.57
435
5
4355
3/12/2022
12/31/9999
37.78
0.102234
41.65
436
1
4361
7/1/2012
12/31/9999
34.25
Item 4: Staff Report Pg. 116 Packet Pg. 151 of 435
436
2
4362
7/1/2012
12/31/9999
36.05
436
3
4363
7/1/2012
12/31/9999
37.95
436
4
4364
7/1/2012
12/31/9999
39.95
436
5
4365
7/1/2012
12/31/9999
42.05
437
1
4371
7/1/2012
12/31/9999
26.36
437
2
4372
7/1/2012
12/31/9999
27.75
437
3
4373
7/1/2012
12/31/9999
29.21
437
4
4374
7/1/2012
12/31/9999
30.75
437
5
4375
7/1/2012
12/31/9999
32.37
451
1
4511
3/12/2022
12/31/9999
31.50
451
2
4512
3/12/2022
12/31/9999
33.16
451
3
4513
3/12/2022
12/31/9999
34.91
451
4
4514
3/12/2022
12/31/9999
36.75
451
5
4515
3/12/2022
12/31/9999
38.68
452
1
4521
3/12/2022
12/31/9999
36.52
452
2
4522
3/12/2022
12/31/9999
38.44
452
3
4523
3/12/2022
12/31/9999
40.46
452
4
4524
3/12/2022
12/31/9999
42.59
452
5
4525
3/12/2022
12/31/9999
44.83
456
1
4561
6/30/2012
12/31/9999
25.39
456
2
4562
6/30/2012
12/31/9999
26.73
456
3
4563
6/30/2012
12/31/9999
28.14
456
4
4564
6/30/2012
12/31/9999
29.62
456
5
4565
6/30/2012
12/31/9999
31.18
459
1
4591
6/30/2012
12/31/9999
23.44
459
2
4592
6/30/2012
12/31/9999
24.67
459
3
4593
6/30/2012
12/31/9999
25.97
459
4
4594
6/30/2012
12/31/9999
27.34
459
5
4595
6/30/2012
12/31/9999
28.78
460
1
4601
3/12/2022
12/31/9999
34.27
460
2
4602
3/12/2022
12/31/9999
36.07
460
3
4603
3/12/2022
12/31/9999
37.97
460
4
4604
3/12/2022
12/31/9999
39.97
460
5
4605
3/12/2022
12/31/9999
42.07
461
1
4611
3/12/2022
12/31/9999
32.03
461
2
4612
3/12/2022
12/31/9999
33.72
461
3
4613
3/12/2022
12/31/9999
35.49
461
4
4614
3/12/2022
12/31/9999
37.36
461
5
4615
3/12/2022
12/31/9999
39.33
462
1
4621
3/12/2022
12/31/9999
36.10
462
2
4622
3/12/2022
12/31/9999
38.00
462
3
4623
3/12/2022
12/31/9999
40.00
462
4
4624
3/12/2022
12/31/9999
42.10
462
5
4625
3/12/2022
12/31/9999
44.32
463
1
4631
12/9/2017
12/31/9999
35.72
463
2
4632
12/9/2017
12/31/9999
37.60
463
3
4633
12/9/2017
12/31/9999
39.58
463
4
4634
12/9/2017
12/31/9999
41.66
463
5
4635
12/9/2017
12/31/9999
43.85
464
1
4641
3/12/2022
12/31/9999
43.42
464
2
4642
3/12/2022
12/31/9999
45.71
464
3
4643
3/12/2022
12/31/9999
48.12
464
4
4644
3/12/2022
12/31/9999
50.65
464
5
4645
3/12/2022
12/31/9999
53.32
479
1
4791
3/12/2022
12/31/9999
46.96
479
2
4792
3/12/2022
12/31/9999
49.43
0.108417
0.108417
0.108417
0.108417
0.093287
0.093287
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024 (FY25)
34.93
36.77
38.7
40.74
42.88
40.49
42.62
44.86
47.22
49.7
37.99
39.99
42.09
44.31
46.64
35.51
37.38
39.35
41.42
43.6
39.47
41.55
43.74
46.04
48.46
47.49
49.99
52.62
55.39
58.3
51.35
54.05
Item 4: Staff Report Pg. 117
Packet Pg. 152 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
479
3
4793
3/12/2022
12/31/9999
52.03
2024(FY25)
479
4
4794
3/12/2022
12/31/9999
54.77
59.8o
479
5
4795
3/12/2022
12/31/9999
57.65
0.093287
63.03
480
1
4801
3/12/2022
12/31/9999
43.04
47.05
480
2
4802
3/12/2022
12/31/9999
45.31
49.53
480
3
4803
3/12/2022
12/31/9999
47.69
52.14
480
4
4804
3/12/2022
12/31/9999
50.20
54.88
480
5
4805
3/12/2022
12/31/9999
52.84
0.093287
57.77
481
1
4811
3/12/2022
12/31/9999
36.50
39.91
481
2
4812
3/12/2022
12/31/9999
38.42
42.01
481
3
4813
3/12/2022
12/31/9999
40.44
44.22
481
4
4814
3/12/2022
12/31/9999
42.57
46.55
481
5
4815
3/12/2022
12/31/9999
44.81
0.093287
49
482
1
4821
3/12/2022
12/31/9999
30.26
32.88
482
2
4822
3/12/2022
12/31/9999
31.85
34.61
482
3
4823
3/12/2022
12/31/9999
33.53
36.43
482
4
4824
3/12/2022
12/31/9999
35.29
38.35
482
5
4825
3/12/2022
12/31/9999
37.15
0.086632
40.37
484
1
4841
3/12/2022
12/31/9999
33.51
36.41
484
2
4842
3/12/2022
12/31/9999
35.27
38.33
484
3
4843
3/12/2022
12/31/9999
37.13
40.35
484
4
4844
3/12/2022
12/31/9999
39.08
42.47
484
5
4845
3/12/2022
12/31/9999
41.14
0.086632
44.71
486
1
4861
3/12/2022
12/31/9999
44.14
48.27
486
2
4862
3/12/2022
12/31/9999
46.46
50.81
486
3
4863
3/12/2022
12/31/9999
48.91
53.48
486
4
4864
3/12/2022
12/31/9999
51.48
56.29
486
5
4865
3/12/2022
12/31/9999
54.19
0.093287
59.25
489
1
4891
12/9/2017
12/31/9999
34.01
489
2
4892
12/9/2017
12/31/9999
35.80
489
3
4893
12/9/2017
12/31/9999
37.68
489
4
4894
12/9/2017
12/31/9999
39.66
489
5
4895
12/9/2017
12/31/9999
41.75
499
1
4991
3/12/2022
12/31/9999
35.29
37.57
499
2
4992
3/12/2022
12/31/9999
37.15
39.55
499
3
4993
3/12/2022
12/31/9999
39.11
41.63
499
4
4994
3/12/2022
12/31/9999
41.17
43.82
499
5
4995
3/12/2022
12/31/9999
43.34
0.06419
46.13
500
1
5001
3/12/2022
12/31/9999
37.04
39.42
500
2
5002
3/12/2022
12/31/9999
38.99
41.49
500
3
5003
3/12/2022
12/31/9999
41.04
43.67
500
4
5004
3/12/2022
12/31/9999
43.20
45.97
500
5
5005
3/12/2022
12/31/9999
45.47
0.06419
48.39
501
1
5011
3/12/2022
12/31/9999
45.74
48.68
501
2
5012
3/12/2022
12/31/9999
48.15
51.24
501
3
5013
3/12/2022
12/31/9999
50.68
53.94
501
4
5014
3/12/2022
12/31/9999
53.35
56.78
501
5
5015
3/12/2022
12/31/9999
56.16
0.06419
59.77
502
1
5021
3/12/2022
12/31/9999
43.12
48.06
502
2
5022
3/12/2022
12/31/9999
45.39
50.59
502
3
5023
3/12/2022
12/31/9999
47.78
53.25
502
4
5024
3/12/2022
12/31/9999
50.29
56.05
502
5
5025
3/12/2022
12/31/9999
52.94
0.114429
59
503
1
5031
3/12/2022
12/31/9999
38.57
42.99
503
2
5032
3/12/2022
12/31/9999
40.60
45.25
503
3
5033
3/12/2022
12/31/9999
42.74
47.63
Item 4: Staff Report Pg. 118 Packet Pg. 153 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
503
4
5034
3/12/2022
12/31/9999
44.99
2024(FY25)
503
5
5035
3/12/2022
12/31/9999
47.36
0.114429
52.lo
504
1
5041
3/12/2022
12/31/9999
46.14
49.12
504
2
5042
3/12/2022
12/31/9999
48.57
51.7
504
3
5043
3/12/2022
12/31/9999
51.13
54.42
504
4
5044
3/12/2022
12/31/9999
53.82
57.28
504
5
5045
3/12/2022
12/31/9999
56.65
0.06419
60.29
505
1
5051
########
12/31/9999
34.01
505
2
5052
########
12/31/9999
35.80
505
3
5053
########
12/31/9999
37.69
505
4
5054
########
12/31/9999
39.67
505
5
5055
########
12/31/9999
41.76
506
1
5061
3/12/2022
12/31/9999
47.98
51.07
506
2
5062
3/12/2022
12/31/9999
50.50
53.76
506
3
5063
3/12/2022
12/31/9999
53.16
56.59
506
4
5064
3/12/2022
12/31/9999
55.96
59.57
506
5
5065
3/12/2022
12/31/9999
58.91
0.06419
62.7
507
1
5071
3/12/2022
12/31/9999
40.33
42.92
507
2
5072
3/12/2022
12/31/9999
42.45
45.18
507
3
5073
3/12/2022
12/31/9999
44.68
47.56
507
4
5074
3/12/2022
12/31/9999
47.03
50.06
507
5
5075
3/12/2022
12/31/9999
49.51
0.06419
52.69
508
1
5081
3/12/2022
12/31/9999
39.67
44.91
508
2
5082
3/12/2022
12/31/9999
41.76
47.27
508
3
5083
3/12/2022
12/31/9999
43.96
49.76
508
4
5084
3/12/2022
12/31/9999
46.27
52.38
508
5
5085
3/12/2022
12/31/9999
48.70
0.13223
55.14
509
1
5091
3/12/2022
12/31/9999
42.30
45.03
509
2
5092
3/12/2022
12/31/9999
44.53
47.4
509
3
5093
3/12/2022
12/31/9999
46.87
49.89
509
4
5094
3/12/2022
12/31/9999
49.34
52.52
509
5
5095
3/12/2022
12/31/9999
51.94
0.06419
55.28
510
1
5101
3/12/2022
12/31/9999
32.61
34.72
510
2
5102
3/12/2022
12/31/9999
34.33
36.55
510
3
5103
3/12/2022
12/31/9999
36.14
38.47
510
4
5104
3/12/2022
12/31/9999
38.04
40.49
510
5
5105
3/12/2022
12/31/9999
40.04
0.06419
42.62
511
1
5111
6/30/2012
12/31/9999
31.02
511
2
5112
6/30/2012
12/31/9999
32.66
511
3
5113
6/30/2012
12/31/9999
34.37
511
4
5114
6/30/2012
12/31/9999
36.18
511
5
5115
6/30/2012
12/31/9999
38.09
512
1
5121
3/12/2022
12/31/9999
46.93
52.84
512
2
5122
3/12/2022
12/31/9999
49.40
55.62
512
3
5123
3/12/2022
12/31/9999
52.00
58.55
512
4
5124
3/12/2022
12/31/9999
54.74
61.63
512
5
5125
3/12/2022
12/31/9999
57.62
0.12579
64.87
513
1
5131
3/12/2022
12/31/9999
45.51
49.29
513
2
5132
3/12/2022
12/31/9999
47.90
51.88
513
3
5133
3/12/2022
12/31/9999
50.42
54.61
513
4
5134
3/12/2022
12/31/9999
53.07
57.48
513
5
5135
3/12/2022
12/31/9999
55.86
0.083115
60.51
514
1
5141
3/12/2022
12/31/9999
34.45
37.31
514
2
5142
3/12/2022
12/31/9999
36.26
39.27
514
3
5143
3/12/2022
12/31/9999
38.17
41.34
514
4
5144
3/12/2022
12/31/9999
40.18
43.52
Item 4: Staff Report Pg. 119 Packet Pg. 154 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
514
5
5145
3/12/2022
12/31/9999
42.29
0.083115
2024(FY25)
515
1
5151
3/12/2022
12/31/9999
39.13
4
515
2
5152
3/12/2022
12/31/9999
41.19
44.62
515
3
5153
3/12/2022
12/31/9999
43.36
46.97
515
4
5154
3/12/2022
12/31/9999
45.64
49.44
515
5
5155
3/12/2022
12/31/9999
48.04
0.083115
52.04
516
1
5161
3/12/2022
12/31/9999
43.16
46.75
516
2
5162
3/12/2022
12/31/9999
45.43
49.21
516
3
5163
3/12/2022
12/31/9999
47.82
51.8
516
4
5164
3/12/2022
12/31/9999
50.34
54.53
516
5
5165
3/12/2022
12/31/9999
52.99
0.083115
57.4
517
1
5171
3/12/2022
12/31/9999
42.07
44.76
517
2
5172
3/12/2022
12/31/9999
44.28
47.12
517
3
5173
3/12/2022
12/31/9999
46.61
49.6
517
4
5174
3/12/2022
12/31/9999
49.06
52.21
517
5
5175
3/12/2022
12/31/9999
51.64
0.06419
54.96
527
1
5271
3/12/2022
12/31/9999
47.63
54.11
527
2
5272
3/12/2022
12/31/9999
50.14
56.96
527
3
5273
3/12/2022
12/31/9999
52.78
59.96
527
4
5274
3/12/2022
12/31/9999
55.56
63.12
527
5
5275
3/12/2022
12/31/9999
58.48
0.136107
66.44
528
1
5281
3/12/2022
12/31/9999
55.09
62.59
528
2
5282
3/12/2022
12/31/9999
57.99
65.88
528
3
5283
3/12/2022
12/31/9999
61.04
69.35
528
4
5284
3/12/2022
12/31/9999
64.25
73
528
5
5285
3/12/2022
12/31/9999
67.63
0.136107
76.84
529
1
5291
3/12/2022
12/31/9999
43.13
48.57
529
2
5292
3/12/2022
12/31/9999
45.40
51.13
529
3
5293
3/12/2022
12/31/9999
47.79
53.82
529
4
5294
3/12/2022
12/31/9999
50.31
56.65
529
5
5295
3/12/2022
12/31/9999
52.96
0.12579
59.63
530
1
5301
3/12/2022
12/31/9999
45.57
51.31
530
2
5302
3/12/2022
12/31/9999
47.97
54.01
530
3
5303
3/12/2022
12/31/9999
50.49
56.85
530
4
5304
3/12/2022
12/31/9999
53.15
59.84
530
5
5305
3/12/2022
12/31/9999
55.95
0.12579
62.99
531
1
5311
3/12/2022
12/31/9999
61.08
69.39
531
2
5312
3/12/2022
12/31/9999
64.29
73.04
531
3
5313
3/12/2022
12/31/9999
67.67
76.88
531
4
5314
3/12/2022
12/31/9999
71.23
80.93
531
5
5315
3/12/2022
12/31/9999
74.98
0.136107
85.19
532
1
5321
3/12/2022
12/31/9999
65.31
74.2
532
2
5322
3/12/2022
12/31/9999
68.75
78.11
532
3
5323
3/12/2022
12/31/9999
72.37
82.22
532
4
5324
3/12/2022
12/31/9999
76.18
86.55
532
5
5325
3/12/2022
12/31/9999
80.19
0.136107
91.11
533
1
5331
3/12/2022
12/31/9999
37.00
42.05
533
2
5332
3/12/2022
12/31/9999
38.95
44.26
533
3
5333
3/12/2022
12/31/9999
41.00
46.59
533
4
5334
3/12/2022
12/31/9999
43.16
49.04
533
5
5335
3/12/2022
12/31/9999
45.43
0.136107
51.62
535
1
5351
3/12/2022
12/31/9999
48.79
54.95
535
2
5352
3/12/2022
12/31/9999
51.36
57.84
535
3
5353
3/12/2022
12/31/9999
54.06
60.88
535
4
5354
3/12/2022
12/31/9999
56.91
64.08
535
5
5355
3/12/2022
12/31/9999
59.91
0.12579
67.45
Item 4: Staff Report Pg. 120 Packet Pg. 155 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
536
1
5361
3/12/2022
12/31/9999
53.30
2024(FY25)
536
2
5362
3/12/2022
12/31/9999
56.10
61.33
536
3
5363
3/12/2022
12/31/9999
59.05
64.56
536
4
5364
3/12/2022
12/31/9999
62.16
67.96
536
5
5365
3/12/2022
12/31/9999
65.43
0.093287
71.54
541
1
5411
3/12/2022
12/31/9999
64.12
72.85
541
2
5412
3/12/2022
12/31/9999
67.49
76.68
541
3
5413
3/12/2022
12/31/9999
71.04
80.72
541
4
5414
3/12/2022
12/31/9999
74.78
84.97
541
5
5415
3/12/2022
12/31/9999
78.72
0.136107
89.44
542
1
5421
3/12/2022
12/31/9999
68.61
77.95
542
2
5422
3/12/2022
12/31/9999
72.22
82.05
542
3
5423
3/12/2022
12/31/9999
76.02
86.37
542
4
5424
3/12/2022
12/31/9999
80.02
90.92
542
5
5425
3/12/2022
12/31/9999
84.23
0.136107
95.7
543
1
5431
3/12/2022
12/31/9999
67.35
76.51
543
2
5432
3/12/2022
12/31/9999
70.89
80.54
543
3
5433
3/12/2022
12/31/9999
74.62
84.78
543
4
5434
3/12/2022
12/31/9999
78.55
89.24
543
5
5435
3/12/2022
12/31/9999
82.68
0.136107
93.94
544
1
5441
3/12/2022
12/31/9999
50.98
57.71
544
2
5442
3/12/2022
12/31/9999
53.66
60.75
544
3
5443
3/12/2022
12/31/9999
56.48
63.95
544
4
5444
3/12/2022
12/31/9999
59.45
67.32
544
5
5445
3/12/2022
12/31/9999
62.58
0.13223
70.86
545
1
5451
3/12/2022
12/31/9999
50.27
57.13
545
2
5452
3/12/2022
12/31/9999
52.92
60.14
545
3
5453
3/12/2022
12/31/9999
55.71
63.3
545
4
5454
3/12/2022
12/31/9999
58.64
66.63
545
5
5455
3/12/2022
12/31/9999
61.73
0.136107
70.14
546
1
5461
3/12/2022
12/31/9999
53.12
60.36
546
2
5462
3/12/2022
12/31/9999
55.92
63.54
546
3
5463
3/12/2022
12/31/9999
58.86
66.88
546
4
5464
3/12/2022
12/31/9999
61.96
70.4
546
5
5465
3/12/2022
12/31/9999
65.22
0.136107
74.1
547
1
5471
3/12/2022
12/31/9999
56.86
64.6
547
2
5472
3/12/2022
12/31/9999
59.85
68
547
3
5473
3/12/2022
12/31/9999
63.00
71.58
547
4
5474
3/12/2022
12/31/9999
66.32
75.35
547
5
5475
3/12/2022
12/31/9999
69.81
0.136107
79.32
548
1
5481
3/12/2022
12/31/9999
54.87
62.34
548
2
5482
3/12/2022
12/31/9999
57.76
65.62
548
3
5483
3/12/2022
12/31/9999
60.80
69.07
548
4
5484
3/12/2022
12/31/9999
64.00
72.71
548
5
5485
3/12/2022
12/31/9999
67.37
0.136107
76.54
549
1
5491
3/12/2022
12/31/9999
57.97
65.86
549
2
5492
3/12/2022
12/31/9999
61.02
69.33
549
3
5493
3/12/2022
12/31/9999
64.23
72.98
549
4
5494
3/12/2022
12/31/9999
67.61
76.82
549
5
5495
3/12/2022
12/31/9999
71.17
0.136107
80.86
550
1
5501
3/12/2022
12/31/9999
62.02
70.47
550
2
5502
3/12/2022
12/31/9999
65.28
74.18
550
3
5503
3/12/2022
12/31/9999
68.72
78.08
550
4
5504
3/12/2022
12/31/9999
72.34
82.19
550
5
5505
3/12/2022
12/31/9999
76.15
0.136107
86.52
551
1
5511
########
12/31/9999
37.07
Item 4: Staff Report Pg. 121 Packet Pg. 156 of 435
551
2
5512
########
12/31/9999
39.02
551
3
5513
########
12/31/9999
41.07
551
4
5514
########
12/31/9999
43.24
551
5
5515
########
12/31/9999
45.51
552
1
5521
3/12/2022
12/31/9999
55.55
552
2
5522
3/12/2022
12/31/9999
58.47
552
3
5523
3/12/2022
12/31/9999
61.55
552
4
5524
3/12/2022
12/31/9999
64.79
552
5
5525
3/12/2022
12/31/9999
68.20
553
1
5531
3/12/2022
12/31/9999
59.45
553
2
5532
3/12/2022
12/31/9999
62.58
553
3
5533
3/12/2022
12/31/9999
65.87
553
4
5534
3/12/2022
12/31/9999
69.34
553
5
5535
3/12/2022
12/31/9999
72.99
554
1
5541
3/12/2022
12/31/9999
62.12
554
2
5542
3/12/2022
12/31/9999
65.39
554
3
5543
3/12/2022
12/31/9999
68.83
554
4
5544
3/12/2022
12/31/9999
72.45
554
5
5545
3/12/2022
12/31/9999
76.26
560
1
5601
3/12/2022
12/31/9999
46.07
560
2
5602
3/12/2022
12/31/9999
48.49
560
3
5603
3/12/2022
12/31/9999
51.04
560
4
5604
3/12/2022
12/31/9999
53.73
560
5
5605
3/12/2022
12/31/9999
56.56
570
1
5701
3/12/2022
12/31/9999
55.73
570
2
5702
3/12/2022
12/31/9999
58.66
570
3
5703
3/12/2022
12/31/9999
61.75
570
4
5704
3/12/2022
12/31/9999
65.00
570
5
5705
3/12/2022
12/31/9999
68.42
571
1
5711
3/12/2022
12/31/9999
44.25
571
2
5712
3/12/2022
12/31/9999
46.58
571
3
5713
3/12/2022
12/31/9999
49.03
571
4
5714
3/12/2022
12/31/9999
51.61
571
5
5715
3/12/2022
12/31/9999
54.33
572
1
5721
3/12/2022
12/31/9999
42.93
572
2
5722
3/12/2022
12/31/9999
45.19
572
3
5723
3/12/2022
12/31/9999
47.57
572
4
5724
3/12/2022
12/31/9999
50.07
572
5
5725
3/12/2022
12/31/9999
52.70
575
1
5751
3/12/2022
12/31/9999
64.80
575
2
5752
3/12/2022
12/31/9999
68.21
575
3
5753
3/12/2022
12/31/9999
71.80
575
4
5754
3/12/2022
12/31/9999
75.58
575
5
5755
3/12/2022
12/31/9999
79.56
576
1
5761
3/12/2022
12/31/9999
47.65
576
2
5762
3/12/2022
12/31/9999
50.16
576
3
5763
3/12/2022
12/31/9999
52.80
576
4
5764
3/12/2022
12/31/9999
55.58
576
5
5765
3/12/2022
12/31/9999
58.50
702
1
7021
3/12/2022
12/31/9999
32.91
702
2
7022
3/12/2022
12/31/9999
34.64
702
3
7023
3/12/2022
12/31/9999
36.46
702
4
7024
3/12/2022
12/31/9999
38.38
702
5
7025
3/12/2022
12/31/9999
40.40
3400
1
34001
3/12/2022
12/31/9999
63.27
3400
2
34002
3/12/2022
12/31/9999
66.60
0.136107
0.136107
0.050428
0.083115
0.068503
0.136107
0.093287
0.138867
0.093287
0.068503
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
2024 (FY25)
63.12
66.44
69.94
73.62
77.49
67.55
71.1
74.84
78.78
82.93
65.26
68.69
72.3
76.1
80.11
49.91
52.54
55.3
58.21
61.27
59.55
62.68
65.98
69.45
73.11
50.27
52.92
55.71
58.64
61.73
46.93
49.4
52
54.74
57.62
73.81
77.69
81.78
86.08
90.61
52.09
54.83
57.72
60.76
63.96
35.16
37.01
38.96
41.01
43.17
66.45
69.95
Item 4: Staff Report Pg. 122
Packet Pg. 157 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
3400
3
34003
3/12/2022
12/31/9999
70.10
2024(FY25)
3400
4
34004
3/12/2022
12/31/9999
73.79
7
3400
5
34005
3/12/2022
12/31/9999
77.67
0.050428
81.59
3410
1
34101
3/12/2022
12/31/9999
45.39
48.43
3410
2
34102
3/12/2022
12/31/9999
47.78
50.98
3410
3
34103
3/12/2022
12/31/9999
50.29
53.66
3410
4
34104
3/12/2022
12/31/9999
52.94
56.48
3410
5
34105
3/12/2022
12/31/9999
55.73
0.06668
59.45
3420
1
34201
6/30/2012
12/31/9999
32.48
3420
2
34202
6/30/2012
12/31/9999
34.19
3420
3
34203
6/30/2012
12/31/9999
35.99
3420
4
34204
6/30/2012
12/31/9999
37.88
3420
5
34205
6/30/2012
12/31/9999
39.88
3430
1
34301
########
12/31/9999
38.58
3430
2
34302
########
12/31/9999
40.62
3430
3
34303
########
12/31/9999
42.75
3430
4
34304
########
12/31/9999
45.00
3430
5
34305
########
12/31/9999
47.37
3440
1
34401
3/12/2022
12/31/9999
46.57
49.69
3440
2
34402
3/12/2022
12/31/9999
49.02
52.3
3440
3
34403
3/12/2022
12/31/9999
51.60
55.05
3440
4
34404
3/12/2022
12/31/9999
54.32
57.95
3440
5
34405
3/12/2022
12/31/9999
57.18
0.06668
61
3450
1
34501
3/12/2022
12/31/9999
64.80
73.81
3450
2
34502
3/12/2022
12/31/9999
68.21
77.69
3450
3
34503
3/12/2022
12/31/9999
71.80
81.78
3450
4
34504
3/12/2022
12/31/9999
75.58
86.08
3450
5
34505
3/12/2022
12/31/9999
79.56
0.138867
90.61
3460
1
34601
3/12/2022
12/31/9999
37.19
39.42
3460
2
34602
3/12/2022
12/31/9999
39.15
41.49
3460
3
34603
3/12/2022
12/31/9999
41.21
43.67
3460
4
34604
3/12/2022
12/31/9999
43.38
45.97
3460
5
34605
3/12/2022
12/31/9999
45.66
0.059745
48.39
3470
1
34701
3/12/2022
12/31/9999
52.44
56.81
3470
2
34702
3/12/2022
12/31/9999
55.20
59.8
3470
3
34703
3/12/2022
12/31/9999
58.11
62.95
3470
4
34704
3/12/2022
12/31/9999
61.17
66.26
3470
5
34705
3/12/2022
12/31/9999
64.39
0.083115
69.75
3480
1
34801
3/12/2022
12/31/9999
38.01
41.78
3480
2
34802
3/12/2022
12/31/9999
40.01
43.98
3480
3
34803
3/12/2022
12/31/9999
42.12
46.29
3480
4
34804
3/12/2022
12/31/9999
44.34
48.73
3480
5
34805
3/12/2022
12/31/9999
46.67
0.098865
51.29
3490
1
34901
3/12/2022
12/31/9999
61.59
70.13
3490
2
34902
3/12/2022
12/31/9999
64.83
73.82
3490
3
34903
3/12/2022
12/31/9999
68.24
77.71
3490
4
34904
3/12/2022
12/31/9999
71.83
81.8
3490
5
34905
3/12/2022
12/31/9999
75.61
0.138867
86.11
3600
1
36001
3/12/2022
12/31/9999
44.66
49.29
3600
2
36002
3/12/2022
12/31/9999
47.01
51.88
3600
3
36003
3/12/2022
12/31/9999
49.48
54.61
3600
4
36004
3/12/2022
12/31/9999
52.08
57.48
3600
5
36005
3/12/2022
12/31/9999
54.82
0.103702
60.51
3610
1
36101
3/12/2022
12/31/9999
53.66
58.49
3610
2
36102
3/12/2022
12/31/9999
56.48
61.57
3610
3
36103
3/12/2022
12/31/9999
59.45
64.81
Item 4: Staff Report Pg. 123 Packet Pg. 158 of 435
Item 4
Attachment A - SEIU
Salary Schedule 2023 -
3610
4
36104
3/12/2022
12/31/9999
62.58
2024(FY25)
3610
5
36105
3/12/2022
12/31/9999
65.87 0.090105
fl.oi
3620
1
36201
3/12/2022
12/31/9999
63.27
66.45
3620
2
36202
3/12/2022
12/31/9999
66.60
69.95
3620
3
36203
3/12/2022
12/31/9999
70.10
73.63
3620
4
36204
3/12/2022
12/31/9999
73.79
77.51
3620
5
36205
3/12/2022
12/31/9999
77.67 0.050428
81.59
3630
1
36301
3/12/2022
12/31/9999
48.91
3630
2
36302
3/12/2022
12/31/9999
51.48
3630
3
36303
3/12/2022
12/31/9999
54.19
3630
4
36304
3/12/2022
12/31/9999
57.04
3630
5
36305
3/12/2022
12/31/9999
60.04
3640
1
36401
6/30/2012
12/31/9999
34.19
3640
2
36402
6/30/2012
12/31/9999
35.99
3640
3
36403
6/30/2012
12/31/9999
37.88
3640
4
36404
6/30/2012
12/31/9999
39.87
3640
5
36405
6/30/2012
12/31/9999
41.97
Item 4: Staff Report Pg. 124 Packet Pg. 159 of 435
Item 4
Attachment B - Management and
Conf Salary Schedule Final 2023 -
City of Palo Alto 2024 (FY25)
Management, Professional and Confidential Salary Schedule
ALTO Effective Pay period inclusive of 07/01/2024 (4% Increase)
Hourly Rate
Annual Salary
Job Code
FLSA Status
Classifications
Grade
Codes
Min
Mid
Max
Min
Mid
Max
190
Non -Exempt
Accountant
690P
$44.32
$55.40
$66.48
$92,186
$115,232
$138,278
76
Exempt
Administrative Assistant
750P
$35.53
$44.41
$53.30
$73,902
$92,373
$110,864
115
Exempt
Assistant Chief Building Official
405M
$64.12
$80.14
$96.17
$133,370
$166,691
$200,034
132
Exempt
Assistant Chief of Police
100A
$104.75
$130.93
$157.12
$217,880
$272,334
$326,810
108
Exempt
Assistant City Attorney
165A
$80.50
$100.62
$120.75
$167,440
$209,290
$251,160
109
Exempt
Assistant City Clerk
630M
$48.93
$61.16
$73.40
$101,774
$127,213
$152,672
107
Exempt
Assistant City Manager
20E
$104.48
$130.60
$156.72
$217,318
$271,648
$325,978
73
Exempt
Assistant Director Administrative Services
120A
$86.80
$108.49
$130.19
$180,544
$225,659
$270,795
126
Exempt
Assistant Director Community Services
150A
$83.12
$103.90
$124.68
$172,890
$216,112
$259,334
1007
Exempt
Assistant Director Human Resources
155A
$80.40
$100.49
$120.59
$167,232
$209,019
$250,827
2032
Exampt
Assistant Director Information Technology
150A
$83.12
$103.90
$124.68
$172,890
$216,112
$259,334
2001
Exempt
Assistant Director Library Services
160A
$75.11
$93.88
$112.66
$156,229
$195,270
$234,333
10
Exempt
Assistant Director Planning & Community Environment
130A
$84.53
$105.66
$126.80
$175,822
$219,773
$263,744
143
Exempt
Assistant Director Public Works
140A
$83.56
$104.44
$125.33
$173,805
$217,235
$260,686
168
Exempt
Assistant Fleet Manager
585M
$48.62
$60.77
$72.93
$101,130
$126,402
$151,694
102
Exempt
Assistant Manager WQCP
240D
$69.20
$86.49
$103.79
$143,936
$179,899
$215,883
30
Exempt
Assistant to the City Manager
390M
$67.87
$84.83
$101.80
$141,170
$176,446
$211,744
118
Exempt
Chief Building Official
290M
$81.99
$102.48
$122.98
$170,539
$213,158
$255,798
2008
Exempt
Chief Communications Officer
135A
$79.96
$99.94
$119.93
$166,317
$207,875
$249,454
112
Exempt
Chief Planning Official
220D
$73.37
$91.71
$110.06
$152,610
$190,757
$228,925
95
Exempt
Chief Procurement Officer
235D
$62.74
$78.42
$94.11
$130,499
$163,114
$195,749
82
Exempt
Chief Transportation Official
140A
$79.46
$99.32
$119.19
$165,277
$206,586
$247,915
96
Exempt
Claims Investigator
660P
$43.06
$53.82
$64.59
$89,565
$111,946
$134,347
24
Exempt
Communication Specialist
615M
$46.56
$58.19
$69.83
$96,845
$121,035
$145,246
89
Exempt
Contracts Administrator
585P
$54.57
$68.21
$81.86
$113,506
$141,877
$170,269
186
Non -Exempt
Coordinator Library Circulation
675M
$44.47
$55.58
$66.70
$92,498
$115,606
$138,736
191
Exempt
Fire Marshal
125A
$95.37
$119.21
$143.06
$198,370
$247,957
$297,565
11
Exempt
Deputy City Attorney
375M
$63.25
$79.06
$94.88
$131,560
$164,445
$197,350
71
Exempt
Deputy City Clerk
720M
$38.44
$48.04
$57.65
$79,955
$99,923
$119,912
55
Exempt
Deputy City Manager
115A
$82.99
$103.73
$124.48
$172,619
$215,758
$258,918
195
Exempt
Deputy Director Technical Services Division
200D
$78.32
$97.90
$117.48
$162,906
$203,632
$244,358
20
Exempt
Deputy Fire Chief
110A
$99.32
$124.15
$148.98
$206,586
$258,232
$309,878
81
Exempt
Director Administrative Services/Chief Financial Officer
50E
$100.95
$126.18
$151.42
$209,976
$262,454
$314,954
Item 4: Staff Report Pg. 125 Packet Pg. 160 of 435
Item 4
Attachment B - Management and
Conf Salary Schedule Final 2023 -
City of Palo Alto 2024 (FY25)
Management, Professional and Confidential Salary Schedule
ALTO Effective Pay period inclusive of 07/01/2024 (4% Increase)
Hourly Rate
Annual Salary
Job Code
FLSA Status
Classifications
Grade
Codes
Min
Mid
Max
Min
Mid
Max
72
Exempt
Director Community Services
45E
$96.01
$120.01
$144.02
$199,701
$249,621
$299,562
1012
Exempt
Director Development Services
145A
$84.40
$105.50
$126.60
$175,552
$219,440
$263,328
133
Exempt
Director Human Resources/Chief People Officer
55E
$96.26
$120.32
$144.39
$200,221
$250,266
$300,331
128
Exempt
Director Information Technology/Chief Information Officer
25E
$105.09
$131.36
$157.64
$218,587
$273,229
$327,891
131
Exempt
Director Libraries
60E
$89.93
$112.41
$134.90
$187,054
$233,813
$280,592
2028
Exempt
Director of Emergency Medical Services
215D
$75.80
$94.75
$113.70
$157,664
$197,080
$236,496
2005
Exempt
Director Office of Emergency Services
215D
$75.80
$94.75
$113.70
$157,664
$197,080
$236,496
49
Exempt
Director Office of Management and Budget
120A
$86.80
$108.49
$130.19
$180,544
$225,659
$270,795
134
Exempt
Director Planning & Community Environment
40E
$101.20
$126.50
$151.80
$210,496
$263,120
$315,744
135
Exempt
Director Public Works/City Engineer
30E
$102.49
$128.11
$153.74
$213,179
$266,469
$319,779
121
Exempt
Director Utilities
10E
$126.91
$158.63
$190.37
$263,973
$329,959
$395,970
2002
Exempt
Division Head Library Services
260D
$65.68
$82.10
$98.52
$136,614
$170,768
$204,922
172
Exempt
Division Manager Open Space, Parks & Golf
245D
$68.27
$85.33
$102.40
$142,002
$177,486
$212,992
2031
Exempt
Division Manager Planning
220D
$73.37
$91.71
$110.06
$152,610
$190,757
$228,925
1005
Exempt
Executive Assistant to the City Manager
705M
$40.07
$50.08
$60.10
$83,346
$104,166
$125,008
139
Exempt
Fire Chief
35E
$114.17
$142.71
$171.26
$237,474
$296,837
$356,221
163
Exempt
Hearing Officer
480M
$56.20
$70.25
$84.30
$116,896
$146,120
$175,344
101
Exempt
Human Resources Representative
735P
$37.52
$46.90
$56.28
$78,042
$97,552
$117,062
90
Exempt
Landscape Architect Park Planner
510M
$53.55
$66.93
$80.32
$111,384
$139,214
$167,066
2015
Exempt
Legal Fellow
755P
$47.15
$58.93
$70.72
$98,072
$122,574
$147,098
171
Exempt
Management Analyst
585M
$48.62
$60.77
$72.93
$101,130
$126,402
$151,694
401
Exempt
Management Fellow
750P
$35.53
$44.41
$53.30
$73,902
$92,373
$110,864
79
Exempt
Manager Accounting
235D
$66.32
$82.89
$99.47
$137,946
$172,411
$206,898
2007
Exempt
Manager Airport
210D
$76.05
$95.06
$114.08
$158,184
$197,725
$237,286
2023
Exempt
Manager Budget
360M
$70.34
$87.92
$105.51
$146,307
$182,874
$219,461
38
Exempt
Manager Communications
525M
$53.86
$67.32
$80.79
$112,029
$140,026
$168,043
154
Exempt
Manager Community Services
630M
$50.11
$62.63
$75.16
$104,229
$130,270
$156,333
169
Exempt
Manager Community Services Sr Program
585M
$53.80
$67.24
$80.69
$111,904
$139,859
$167,835
1013
Exempt
Manager Development Center
495M
$60.72
$75.90
$91.08
$126,298
$157,872
$189,446
63
Exempt
Manager Economic Development
220D
$70.04
$87.55
$105.06
$145,683
$182,104
$218,525
44
Exempt
Manager Employee Benefits
450M
$60.00
$75.00
$90.00
$124,800
$156,000
$187,200
45
Exempt
Manager Employee Relations & Training
235D
$66.32
$82.89
$99.47
$137,946
$172,411
$206,898
93
Exempt
Manager Environmental Control Program
419M
$65.24
$81.54
$97.85
$135,699
$169,603
$203,528
Item 4: Staff Report Pg. 126 Packet Pg. 161 of 435
Item 4
Attachment B - Management and
Conf Salary Schedule Final 2023 -
City of Palo Alto 2024 (FY25)
Management, Professional and Confidential Salary Schedule
ALTO Effective Pay period inclusive of 07/01/2024 (4% Increase)
Hourly Rate
Annual Salary
Job Code
FLSA Status
Classifications
Grade
Codes
Min
Mid
Max
Min
Mid
Max
1116
Exempt
Manager Facilities
445M
$57.61
$72.01
$86.42
$119,829
$149,781
$179,754
2030
Exempt
Manager Finance
223D
$69.58
$86.97
$104.37
$144,726
$180,898
$217,090
127
Exempt
Manager Fleet
255D
$58.19
$72.73
$87.28
$121,035
$151,278
$181,542
2018
Exempt
Manager Human Services
540M
$56.45
$70.56
$84.68
$117,416
$146,765
$176,134
32
Exempt
Manager Information Technology
230D
$67.79
$84.73
$101.68
$141,003
$176,238
$211,494
2006
Exempt
Manager Information Technology Security
230D
$64.14
$80.17
$96.21
$133,411
$166,754
$200,117
158
Exempt
Manager Laboratory Services
495M
$54.86
$68.57
$82.29
$114,109
$142,626
$171,163
78
Exempt
Manager Library Services
565M
$53.12
$66.40
$79.68
$110,490
$138,112
$165,734
92
Exempt
Manager Maintenance Operations
469M
$53.76
$67.19
$80.63
$111,821
$139,755
$167,710
26
Exempt
Manager Transportation Planning
345M
$70.44
$88.05
$105.66
$146,515
$183,144
$219,773
51
Exempt
Manager Planning
415M
$64.41
$80.51
$96.62
$133,973
$167,461
$200,970
103
Exempt
Manager Real Property
235D
$62.74
$78.42
$94.11
$130,499
$163,114
$195,749
454
Exempt
Manager Recruitment Division
235D
$66.32
$82.89
$99.47
$137,946
$172,411
$206,898
2011
Exempt
Manager Revenue Collections
250D
$59.00
$73.74
$88.49
$122,720
$153,379
$184,059
160
Exempt
Manager Solid Waste
330M
$68.96
$86.20
$103.44
$143,437
$179,296
$215,155
57
Exempt
Manager Treasury, Debt & Investments
235D
$64.68
$80.84
$97.01
$134,534
$168,147
$201,781
86
Exempt
Manager Urban Forestry
436M
$59.84
$74.79
$89.75
$124,467
$155,563
$186,680
178
Exempt
Manager Water Quality Control Plant
205D
$78.04
$97.55
$117.06
$162,323
$202,904
$243,485
39
Exempt
Manager Watershed Protection
330M
$70.26
$87.82
$105.39
$146,141
$182,666
$219,211
1008
Exempt
Office of Emergency Services Coordinator
525M
$52.26
$65.32
$78.39
$108,701
$135,866
$163,051
2024
Exempt
Performance Auditor I
750P
$35.53
$44.41
$53.30
$73,902
$92,373
$110,864
100
Exempt
Performance Auditor II
585M
$48.62
$60.77
$72.93
$101,130
$126,402
$151,694
148
Exempt
Police Chief
15E
$117.85
$147.31
$176.78
$245,128
$306,405
$367,702
2021
Exempt
Chief Assistant City Attorney
101A
$103.95
$129.93
$155.92
$216,216
$270,254
$324,314
2016
Exempt
Principal Business Analyst
310M
$66.81
$83.51
$100.22
$138,965
$173,701
$208,458
2029
Exempt
Principal Planner
469M
$54.18
$67.72
$81.27
$112,694
$140,858
$169,042
2003
Exempt
Principal Management Analyst
360M
$66.55
$83.18
$99.82
$138,424
$173,014
$207,626
2009
Exempt
Project Manager
570M
$54.92
$68.64
$82.37
$114,234
$142,771
$171,330
2012
Exempt
Public Safety Communications Manager
495M
$54.86
$68.57
$82.29
$114,109
$142,626
$171,163
166
Exempt
Public Safety Program Manager
585M
$48.62
$60.77
$72.93
$101,130
$126,402
$151,694
117
Exempt
Senior Accountant
525M
$58.65
$73.31
$87.98
$121,992
$152,485
$182,998
2013
Exempt
Senior Business Analyst - M
420M
$58.23
$72.78
$87.34
$121,118
$151,382
$181,667
187
Exempt
Senior Engineer
300M
$74.81
$93.51
$112.22
$155,605
$194,501
$233,418
Item 4: Staff Report Pg. 127 Packet Pg. 162 of 435
Item 4
Attachment B - Management and
Conf Salary Schedule Final 2023 -
City of Palo Alto 2024 (FY25)
Management, Professional and Confidential Salary Schedule
ALTO Effective Pay period inclusive of 07/01/2024 (4% Increase)
Hourly Rate
Annual Salary
Job Code
FLSA Status
Classifications
Grade
Codes
Min
Mid
Max
Min
Mid
Max
106
Exempt
Senior Executive Assistant
450M
$56.77
$70.96
$85.16
$118,082
$147,597
$177,133
157
Exempt
Senior Human Resources Administrator
545M
$51.15
$63.93
$76.72
$106,392
$132,974
$159,578
14
Exempt
Senior Management Analyst
465M
$56.72
$70.90
$85.08
$117,978
$147,472
$176,966
130
Exempt
Senior Performance Auditor
510M
$53.55
$66.93
$80.32
$111,384
$139,214
$167,066
444
Exempt
Senior Program Manager
TBD
$64.41
$80.51
$96.61
$133,969
$167,461
$200,953
53
Exempt
Senior Project Manager
300M
$74.81
$93.51
$112.22
$155,605
$194,501
$233,418
33
Exempt
Senior Technologist
420M
$63.43
$79.28
$95.14
$131,934
$164,902
$197,891
155
Exempt
Superintendent Animal Services
540M
$51.02
$63.77
$76.53
$106,122
$132,642
$159,182
83
Exempt
Superintendent Community Services
480M
$60.82
$76.02
$91.23
$126,506
$158,122
$189,758
1117
Exempt
Superintendent Recreation
480M
$60.82
$76.02
$91.23
$126,506
$158,122
$189,758
2022
Exempt
Supervising Librarian
675M
$44.64
$55.79
$66.95
$92,851
$116,043
$139,256
161
Exempt
Supervisor Facilities Management
600M
$47.55
$59.43
$71.32
$98,904
$123,614
$148,346
113
Exempt
Supervisor Inspection and Surveying
540M
$51.02
$63.77
$76.53
$106,122
$132,642
$159,182
146
Exempt
Supervisor Warehouse
660M
$43.06
$53.82
$64.59
$89,565
$111,946
$134,347
181
Exempt
Supervisor Water Quality Control Operations
525M
$52.26
$65.32
$78.39
$108,701
$135,866
$163,051
2027
Exempt
Utilities Chief Operating Officer
60E
$111.12
$138.90
$166.68
$231,130
$288,912
$346,694
Confidential Classifications
905
Non -Exempt
Human Resources Technician
830C
$31.53
$39.41
$47.30
$65,582
$81,973
$98,384
903
Non -Exempt
Legal Secretary -Confidential
820C
$32.31
$40.38
$48.46
$67,205
$83,990
$100,797
67
Exempt
Secretary to City Attorney
800C
$38.20
$47.74
$57.29
$79,456
$99,299
$119,163
1004
Non -Exempt
Senior Legal Secretary - Confidential
810C
$35.53
$44.41
$53.30
$73,902
$92,373
$110,864
Item 4: Staff Report Pg. 128 Packet Pg. 163 of 435
Item 5
Item 5 Staff Report
CITY OF
PALO
ALTO
City Council
Staff Report
From: City Manager
Report Type: CONSENT CALENDAR
Lead Department: City Auditor
Meeting Date: November 18, 2024
Report #:2411-3739
TITLE
Policy and Services Committee Recommends that City Council Accept the City Auditor's
Quarterly Status Report for July - September 2024 and Approve Work to Begin on FY2025 Task
6: Evaluation and Benchmarking
RECOMMENDATION
The Policy and Services Committee Recommends that City Council accept the City Auditor's
Quarterly Status Report for July through September 2024 and approve work to begin on Task 6:
Evaluation and Benchmarking with a budget of $21,500.
ANALYSIS
In accordance with the agreement between the City of Palo Alto and Baker Tilly Advisory Group
(Baker Tilly)', Baker Tilly is required to conduct recurring activities each year. One of these
activities is Task 6: Evaluation and Benchmarking.
Various audit specific task orders are approved annually in alignment with the Annual Council
Approved Audit Workplan. Task Orders approved by the Council are executed by the Policy and
Services Committee Chair as the Project Manager for the Baker Tilly contract as stipulated in
the contract terms.
Additionally, the Policy and Services Committee received and unanimously approved the City
Auditor's Quarterly Status Report that was presented to the Committee on October 8, 2024.2
1 Baker Tilly US, LLP, Agreement for Professional Services, C21179340;
https://www.cityofpaloalto.org/files/assets/public/v/5/agendas-minutes-reports/agendas-minutes/city-council-
agendas-minutes/2022/20220509/20220509pccsmamended-linked.pdf
2 October 8, 2024 Policy and Services Committee Item #2, Presentation of the Office of the City Auditor Quarterly
Report for the Period of July - September 2024:
https://recordsportal.paloalto.gov/Weblink/DocView.aspx?id=8590
Item 5: Staff Report Pg. 1 Packet Pg. 164 of 435
Item 5
Item 5 Staff Report
FISCAL/RESOURCE IMPACT
Work recommended in this task order is within both the approved scope and compensation of
the agreement with Baker Tilly and funding levels for Fiscal Year 2025 operating budget for the
Office of the City Auditor.
ENVIRONMENTAL REVIEW
Council action on this item is not a project as defined by CEQA because the Auditor task orders
are administrative activities that will not result in direct or indirect physical changes in the
environment. CEQA Guidelines section 15378(b)(5)
ATTACHMENTS
Attachment A: FY2025 Task Order 6: Evaluation and Benchmarking
APPROVED BY:
Kate Murdock, City Auditor
Item 5: Staff Report Pg. 2 Packet Pg. 165 of 435
Item 5
Attachment A - FY2025
Task Order 6: Evaluation
and Benchmarking
PROFESSIONAL SERVICES TASK ORDER
TASK ORDER FY25-06 Evaluation and Benchmarking
Consultant shall perform the Services detailed below in accordance with all the terms and conditions of the
Agreement referenced in Item lA below. All exhibits referenced in Item 8 below are incorporated into this
Task Order by this reference. The Consultant shall furnish the necessary facilities, professional, technical
and supporting personnel required by this Task Order as described below.
CONTRACT NO. C21179340
OR PURCHASE ORDER REQUISITION NO. (AS APPLICABLE)
IA. MASTER AGREEMENT NO. (MAYBE SAME AS CONTRACT /P.O. NO. ABOVE): C21179340
1B. TASK ORDER NO.: FY25 — Task 6
2. CONSULTANT NAME: Baker Tilly US, LLP
3. PERIOD OF PERFORMANCE: START: November 20, 2024 COMPLETION: June 30, 2025
4 TOTAL TASK ORDER PRICE: $21,000
BALANCE REMAINING IN MASTER AGREEMENT/CONTRACT TBD
5. BUDGET CODE
COST CENTER
COST ELEMENT
WBS/CIP
PHASE
6. CITY PROJECT MANAGER'S NAME & DEPARTMENT:
Lydia Kou, Chair of the City Council's Policy and Services Committee
7. DESCRIPTION OF SCOPE OF SERVICES (Attachment A)
MUST INCLUDE:
■ SERVICES AND DELIVERABLES TO BE PROVIDED
■ SCHEDULE OF PERFORMANCE
MAXIMUM COMPENSATION AMOUNT AND RATE SCHEDULE (as applicable)
■ REIMBURSABLE EXPENSES, if any (with "not to exceed" amount)
8. ATTACHMENTS: A: Task Order Scope of Services B (if any): N/A
I hereby authorize the performance of the
work described in this Task Order.
APPROVED:
CITY OF PALO ALTO
I hereby acknowledge receipt and acceptance of
this Task Order and warrant that I have authority to
sign on behalf of Consultant.
APPROVED:
Baker Tilly Advisory Group, LP
BY:
BY:_
Name
Name
Title
Title
Date
Date
Item 5: Staff Report Pg. 3 Packet Pg. 166 of 435
Item 5
Attachment A - FY2025
Task Order 6: Evaluation
and Benchmarking
Attachment A
DESCRIPTION OF SCOPE OF SERVICES
Introduction
Attachment A, the Description of Scope of Services, contains the following four (4) elements:
• Services and Deliverables To Be Provided
• Schedule of Performance
• Maximum Compensation Amount and Rate Schedule (As Applicable)
• Reimbursable Expenses, if any (With "Not To Exceed" Amount)
Services & Deliverables
Baker Tilly's approach to undergoing a peer review involves three (3) primary steps:
• Step 1: Preparation for a peer review
• Step 2: A peer review by and independent auditor
• Step 3: Cost per audit analysis
Step I — Preparation for a peer review
The Office of the City Auditor (OCA) will conduct a self -assessment before a peer review.
Step 2 — A peer review by a qualified organization
OCA will undergo a peer review conducted by an independent evaluator. In order to
accomplish this task, OCA will:
• Request a peer review from the Association of Local Government Auditors (ALGA)
• Provide documents and answer questions as requested by ALGA
• Obtain a peer review report from ALGA
Step 3 — Cost per audit analysis
OCA will prepare a cost per audit analysis.
Deliverables:
Legislative documents will be prepared to present a peer review report from an
independent evaluator:
Schedule of Performance
Anticipated Start Date: November 20, 2024
Anticipated End Date: June 30, 2025
Item 5: Staff Report Pg. 4 Packet Pg. 167 of 435
Item 5
Attachment A - FY2025
Task Order 6: Evaluation
and Benchmarking
Maximum Compensation Amount and Rate Schedule
The not -to -exceed maximum, inclusive of reimbursable expenses (as summarized below) for this
Task is $21,000. The not -to -exceed budget is based on an estimate of 85 total project hours, of
which 20 are estimated to be completed by the City Auditor.
Reimbursable Expenses
Baker Tilly anticipates no travel costs. All procedures including interviews and documentation
reviews are expected to be completed remotely.
Item 5: Staff Report Pg. 5 Packet Pg. 168 of 435
Item 6
Item 6 Staff Report
City Council
Staff Report
From: City Manager
CITY O F Report Type: CONSENT CALENDAR
PALO Lead Department: Public Works
ALTO Meeting Date: November 18, 2024
Report #:2410-3672
TITLE
FIRST READING: Adoption of an Ordinance Continuing the Temporary Program to Expand
Outdoor Dining, Retail and Other Activities on Public and Private Property through June 30, 2025;
Adoption of a Resolution Continuing the Pilot Parklet Demonstration Program through June 30,
2025; CEQA status - Exempt under Sections 15301, 15303, and 15304 of the CEQA Guidelines
RECOMMENDATION
Staff recommends that the City Council adopt the attached ordinance and resolution to extend
the outdoor dining and parklet program for parklets and at -grade dining on the car -free portions
of California Avenue and Ramona Street through June 30, 2025; or until outdoor dining standards
are adopted for either or both areas, whichever comes sooner.
EXECUTIVE SUMMARY
The current ordinance that enables outdoor dining on the car -free portion of California Avenue
expires December 31, 2024. The proposed ordinance and resolution enable outdoor dining to
continue there and on the car -free portion of Ramona Street through June 30, 2025. These
extensions ensure that outdoor dining will be able to continue on the City's two car -free streets
while outdoor dining standards are developed, brought before City Council for discussion and
approval, and implemented. Additionally, staff will implement changes to the current
administrative guidelines for outdoor dining on California Avenue to improve the outdoor dining
experience during the upcoming winter months.
W{c1 t.1u1�IC7
On June 10, 2024,1 Council approved ongoing parklet program regulations. The ongoing parklet
program regulations apply to most of the streets within the City's University Avenue and
California Avenue downtowns, but do not apply to the car -free portion of Ramona Street
(between University Avenue and Hamilton Avenue) nor to the car -free street portion of California
Avenue (between El Camino Real and Birch Street).
1 City Council, June 10, 2024; Agenda Item #AA1, SR #2406-3126
https://recordsportal.paloalto.gov/Weblink/DocView.aspx?id=82893
Item 6: Staff Report Pg. 1 Packet Pg. 169 of 435
Item 6
Item 6 Staff Report
At the June 17 Council meeting, Council approved extending the interim parklet ordinance for
the car -free portion of Ramona Street through March 31, 20252. The interim ordinance also
applies to the car -free portion of California Avenue and parklets in public parking lots; the
elements of the ordinance applying to car -free California Avenue and Public Parking Lots
currently expire on December 31, 2024.
ANALYSIS
The proposed ordinance and resolution preserve the status quo through June 30, 2025 so that
outdoor dining can continue while standards are developed for the car -free portions of California
Avenue and Ramona Street.
The only change from the current ordinance regards the use of public parking lots for outdoor
dining; the current ordinance permits this through a process very similar to the parklet program,
while the recommended ordinance would enable this use through a lease instead.
Parking lot conditions are different from streets with outdoor dining, making neither the existing
Ongoing Parklet Standards nor the anticipated car -free street standards appropriate. Given the
extremely limited circumstances for this use --there is only one as of the date of this staff report --
staff recommends using a lease to develop these parklets on a case -by -case basis with standards
suiting the parking lot's conditions. This will still facilitate the use of public space by a private
entity, but staff believes a lease is a better mechanism for the particular business case. Staff has
already discussed this potential approach with the one business currently using a parking lot for
outdoor dining and they are amenable to developing a lease.
The actions recommended in this report are necessary to enable outdoor dining to continue while
standards are developed for the car -free portions of California Avenue and Ramona Street. Staff
anticipates these standards to be adopted in early to mid -2025 and is thus recommending
extending the interim ordinance for both car -free streets through June 2025. This will allow
adequate time for the ordinance governing outdoor dining standards to be discussed, adopted,
and implemented.
Location
Current
Proposed
University Ave. and California
Ongoing Parklet Program
No Changes
Ave. Downtowns (other than
adopted by Council on
areas listed below)
6/10/2024
Car -free Ramona Street
Interim Parklet Program
Interim Parklet Program
adopted by Council on
adopted by Council on
6/17/2024 — expires on
6/17/2024 — expires on
3/31/2025
6/30/2025
Car -free California Avenue
Interim on -street outdoor
Interim on -street outdoor
dining adopted by Council on
dining adopted by Council on
z City Council, June 17, 2024; Agenda Item #AA1, SR #2406-3148
https://recordsportal.paloalto.gov/Weblink/DocView.aspx?id=82927
Item 6: Staff Report Pg. 2 Packet Pg. 170 of 435
Item 6
Item 6 Staff Report
11/6/2023 — expires on
11/6/2023 — expires on
12/31/2024
6/30/2025
Along with the development of outdoor dining standards for the car -free portion of California
Avenue, staff has identified an immediate solution to help restaurants there operate through
inclement weather months. Staff will be identifying changes in the administrative guidelines for
California Avenue to improve patrons' experience during inclement weather months. These are
anticipated to include allowing sidewalls to be used on tents during dining hours and allowing
appropriate heating elements in conjunction with those sidewalls. Tents will continue to be
limited to 400 square feet, but sidewalls will ensure some protection from the elements in
inclement weather months. Restaurants can also continue to use permitted propane heaters, but
these cannot be sited within five feet of any structure and cannot be used within a tent
(regardless of whether that tent has sidewalls or not).
There have also been questions from restaurants about whether they can build parklets on the
car -free portion of California Avenue. Parklets are most appropriate for streets that have traffic
alongside dining — the parklet standards include enclosures and barriers to help protect patrons.
Parklets also require a significant capital investment. Given ongoing discussions regarding the
layout and configuration of the street and the remaining need for formal City Council action to
permanently close the street, such an investment might be premature. However, if a restaurant
would like to build a parklet on the car -free portion of California Avenue, staff will accept and
process the application based on the current Ongoing Parklet Program guidelines.
FISCAL/RESOURCE IMPACT
Fees for the parklet program are included in the Fiscal Year 2025 Adopted Operating Budget.
There are no additional fiscal impacts related to this action.
STAKEHOLDER ENGAGEMENT
Stakeholder engagement has been underway to develop outdoor dining standards for the car -
free portion of California Avenue throughout 2024. Staff has met monthly with California Avenue
merchants and has discussed outdoor dining standards to hear feedback and input from
merchants on the street. This feedback will be incorporated into the long-term standards for
California Avenue. The consultant selection for the car -free portion of Ramona Street is currently
underway, and it is anticipated that stakeholder engagement for the outdoor dining standards
and street design will be initiated in December, pending Council approval of the consultant
contract.
ENVIRONMENTAL REVIEW
The recommended actions are categorically exempt from environmental review pursuant to
CEQA guidelines sections 15301 (existing facilities), 15303 (new construction or conversion of
small structures), and 15304(e) (minor alterations to land).
Item 6: Staff Report Pg. 3 Packet Pg. 171 of 435
Item 6
Item 6 Staff Report
Attachment A: Interim Ordinance of the Council of the City of Palo Alto Temporarily Continuing
the Expansion of Outdoor Dining, Retail and Other Activities on Public and Private Property and
Relaxing Regulations Regarding Onsite Parking, On -Sale of Alcohol, Design/Architectural Review,
Permit Fees, and Alcohol Consumption in Public Places, All to Facilitate Such Outdoor Use
Attachment B: Resolution of the Council of the City of Palo Alto Continuing the Pilot Parklet
Demonstration Program as Continued by Resolution 10171
APPROVED BY:
Brad Eggleston, Director Public Works/City Engineer
Item 6: Staff Report Pg. 4 Packet Pg. 172 of 435
*NOT YET APPROVED*
Ordinance No.
Item 6
Attachment A - Interim
Ordinance Extending
Outdoor Dining through
June 2025
Interim Ordinance of the Council of the City of Palo Alto Temporarily
Continuing the Expansion of Outdoor Dining, Retail and Other Activities on
Public and Private Property and Relaxing Regulations Regarding Onsite
Parking, On -Sale of Alcohol, Design/Architectural Review, Permit Fees, and
Alcohol Consumption in Public Places, All to Facilitate Such Outdoor Use.
The Council of the City of Palo Alto ORDAINS as follows:
SECTION 1. Findings and Declarations. The City Council finds and declares as follows:
A. On June 23, 2020, the City Council adopted Ordinance 5500, an emergency ordinance, in
response to COVID-19 and its effects on local businesses. At that time and since then,
county and state regulations related to COVID-19 have limited or curtailed many indoor
activities, including dining, bars, retail, performances, and other recreational uses.
B. In June 2021, the City Council adopted Ordinance 5526, which amended and restated
Ordinance 5500 on a non -emergency basis (among other changes).
C. On November 8, 2022, the City Council adopted Ordinance 5533, which amended and
restated Ordinance 5526 with a sunset date of June 30, 2022.
D. In May 2022, the City Council adopted Ordinance 5551, which amended and restated
Ordinance 5533 to extend its provisions through December 31, 2022.
E. In October and November 2022, the City Council adopted Ordinance 5572, which
amended and restated Ordinance 5551 to extend its parklet provisions through June 30,
2023 and the remainder of its provisions through December 31, 2023.
F. In May 2023, the City Council adopted Ordinance 5584 to extend the parklet provisions
of this ordinance until March 31, 2024. The remainder of the ordinance will sunset on
December 31, 2023 as previously adopted.
G. In November 2023, the City Council adopted Ordinance 5603 to extend the on -street
dining provisions of this ordinance until December 31, 2024.
H. In March 2024, the City Council adopted Ordinance 5618 to extend the parklet provisions
of this ordinance until August 1, 2024; delay aspects of enforcement of the permanent
(ongoing) parklet ordinance 5594 to November 1, 2024 for parklets in transition; and
extend parking lot uses through December 2024.
11920241030 ts24
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Item 6
*NOT YET APPROVED*
Attachment A - Interim
Ordinance Extending
Outdoor Dining through
On June 17, 2024, the City Council adopted Ordinance 5630 to al June 2025 s to
continue to be applied to the area of Ramona Avenue currently closed to vehicular traffic
through March 2025, and apply license fees to this area consistent with the fees imposed
under the ongoing parklet program.
The City Council now desires to allow this ordinance to continue through June 30, 2025,
subject to Council amendment or repeal. It also now desires to end the provisions
allowing certain uses of public and private parking lots authorized by previous versions of
this ordinance in favor of issuing leases under existing law to businesses that do not have
street frontage for a parklet or at -grade uses under this ordinance or under PAMC Ch.
12.11.
SECTION 2. City Manager Authorization
The City Manager or his or her designee(s) may promulgate guidelines and implementing
regulations for the uses and programs described in this Ordinance as long as such regulations do
not conflict with this Ordinance.
SECTION 3. Fees and Fee Waivers for Encroachment Permits and Parking Space Closures
A. The permit fees set forth in the Municipal Fee Schedule are temporarily waived for
applications for encroachment permits under Palo Alto Municipal Code Section 12.12.010
and Section 12.12.020, as modified by this Ordinance, to place structures and equipment
in the public right-of-way (including closed streets and sidewalks) for purposes of outdoor
dining and outdoor retail sales and display of wares.
B. The parking space closure fee in the Municipal Fee Schedule collected by the Department
of Planning and Development Services is temporarily waived for the use of a parking
space(s) on -street or in a parking lot for purposes of outdoor dining and outdoor retail
sales and display of wares as authorized through an encroachment permit, license, or
agreement with the City.
C. As a requirement for a permit issued under this Ordinance, a fee shall be imposed and
collected to use the right-of-way on the portion of Ramona Avenue closed to vehicular
traffic. The fee imposed shall be same fee and rate established for the license fee for
parklets under PAMC Chapter 12.11.
SECTION 4. Modified Review Process for Commercial Sidewalk Encroachment Permits
Notwithstanding contrary provisions of PAMC Section 12.12.020, permits may be granted for
commercial sidewalk encroachments for outdoor retail sales and display areas and outdoor
eating areas. Permits for these purposes shall not be required to undergo and complete design
review by the Planning Department described in subsection (d) of Section 12.12.020. Except as
expressly modified herein, the provisions of Section 12.12.020 shall apply to commercial sidewalk
encroachments.
11920241030 ts24
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*NOT YET APPROVED*
Item 6
Attachment A - Interim
Ordinance Extending
Outdoor Dining through
SECTION 5. Eating and Drinking Establishments June 2025
Eating establishments, and drinking establishments may temporarily relocate some or all of their
existing indoor seating capacity to outdoor seating capacity, as follows:
A. Location. Outdoor eating areas may be placed in one or more of the following areas:
1. Public streets temporarily closed by the City of Palo Alto, through issuance of an
encroachment permit under PAMC Section 12.12.010;
2. Sidewalks through issuance of an encroachment permit under PAMC Section
12.12.020, as modified by Section 4 of this Ordinance;
3. In on -street parking spaces approved for use as temporary parklets, in accordance
with the Pilot Parklet Demonstration Project as first approved by Council Resolution
No. 9909 and continued by subsequent resolutions;
4. [Reserved].
5. Other outdoor areas on the eating/drinking establishment site not originally
permitted for outdoor seating in the establishment's approved site plan or planning
entitlement (such as landscaped areas), through issuance of an approval by the
Director of Planning, or his or her designee, in accordance with subsections C and D
of this Section, below; and
6. In other areas that the Council identifies by resolution or ordinance.
B. [Reserved].
C. Application. An application in a form approved by the Director of Planning shall be
submitted to the Planning and Development Services Department to relocate some or all
of an eating/drinking establishment's permitted indoor restaurant seating to outdoor
seating in privately -owned areas on the eating/drinking establishment site not originally
permitted for outdoor eating. The Director of Planning is authorized to establish
submittal requirements and procedures. Temporary Use Permits (TUP) under PAMC
Section 18.42.050 may be utilized for this purpose. A TUP issued for this purpose may be
valid for a specified period longer than 45 days, notwithstanding subsection (d) of Section
18.42.050. The Planning Director may extend a TUP issued prior to the effective date of
this Ordinance to be valid beyond 45 days.
D. Seating Layout Review. A Seating Layout Review is required to relocate some or all of an
eating/drinking establishment's permitted indoor seating to outdoor seating in privately -
owned areas on the eating/drinking establishment site not originally permitted for
outdoor eating. The Seating Layout Review shall be conducted by a transportation
11920241030 ts24
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Item 6
*NOT YET APPROVED*
Attachment A - Interim
Ordinance Extending
Outdoor Dining through
planner, planner, and/or fire inspector who will review and eithe 92• wire
modifications to the proposed outdoor seating layout based on the following criteria:
1. Seating layout does not create a safety risk and adequate pedestrian and vehicular
separation is maintained, including with movable barriers as appropriate where
outdoor seating is to be placed in parking lots or on -street parking spaces.
2. Seating layout accommodates appropriate vehicle and pedestrian circulation and
maintains adequate paths of travel and complies with accessibility requirements of
the Americans with Disabilities Act.
3. Any tents must comply with fire codes and Palo Alto Fire Department issued standards
for tents, and safety standards set forth by the National Fire Protection Association
for fire-resistant tents and must include an affixed manufacturer's label stating the
tent meets NFPA requirements. A State Fire Marshal seal on the tent or a certificate
is needed to prove treatment.
4. Any heaters must comply with fire codes.
5. An adequate and visible barrier is placed that clearly separates the retail area from
the parking area and provides sufficient protection for patrons. Adequacy shall be
defined in standards and guidelines issued by the Director of Planning.
6. Other requirements established in the standards and guidelines issued by the Director
of Planning.
E. Fee. No fee will be charged for submittal and review of the Application and for conducting
a Seating Layout Review.
F. Occupancy. Total seating occupancy (including all indoor and outdoor seating) shall not
exceed the overall occupancy for which the restaurant is permitted.
G. Alcohol Service. Establishments that are allowed by the City to serve alcohol for onsite
consumption by issuance of a conditional use permit ("CUP") as required by PAMC Section
18.42.090 or as a legal nonconforming use, and that both have an on -sale license from
the Department of Alcoholic Beverage Control ("ABC") and are duly authorized by ABC to
serve alcohol in outdoor areas, shall be allowed to serve alcohol for onsite consumption
in such outdoor areas, notwithstanding any prohibition on outdoor alcohol service or
consumption in the PAMC or planning entitlement issued under Title 18 (Zoning) of the
PAMC. During the effective period of this Ordinance, establishments that meet the
preceding requirements may expand their footprint to outdoor areas without an
amendment of the CUP, notwithstanding PAMC Section 18.42.090(c). Outdoor alcohol
service shall be in full compliance with ABC regulations, as amended.
11920241030 ts24
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Item 6
*NOT YET APPROVED*
Attachment A - Interim
Ordinance Extending
Outdoor Dining through
H. No Architectural Review. Notwithstanding PAMC Sections 18.7 Junezozs 20,
architectural review shall not be required for proposed outdoor eating areas or signage
related to such areas during the effective period of this Ordinance.
SECTION 6. Retail Establishments
Retail establishments may temporarily relocate some or all of their existing customer -accessible
square footage to outdoor spaces as follows:
A. Location. Outdoor retail sales and display areas and outdoor eating areas may be placed
in one or more of the following areas:
1. Public streets temporarily closed by the City of Palo Alto, through issuance of an
encroachment permit under PAMC Section 12.12.010;
2. Sidewalks through issuance of an encroachment permit under PAMC Section
12.12.020, as modified by Section 4 of this Ordinance;
3. [Reserved]
4. Other outdoor areas on the retail establishment site not originally permitted for retail
sales and display or dining in the retail establishment's approved site plan or planning
entitlement (such as landscaped areas), through issuance of an approval by the
Director of Planning or his or her designee in accordance with subsections C and D of
this Section, below; and
5. In other areas that the Council identifies by resolution or ordinance.
B. [Reserved].
C. Application. An application in a form approved by the Director of Planning shall be
submitted to the Planning and Development Services Department to relocate some or all
of a retail establishment's customer -accessible square footage to outdoor retail sales and
display in privately -owned areas on the retail establishment site not originally permitted
for outdoor retail sales and display. The Director of Planning is authorized to establish
submittal requirements and procedures. Temporary Use Permits (TUP) under PAMC
Section 18.42.050 may be utilized for this purpose. A TUP issued for this purpose may be
valid for a specified period longer than 45 days, notwithstanding subsection (d) of Section
18.42.050. The Planning Director may extend a TUP issued prior to the effective date of
this Ordinance to be valid beyond 45 days.
D. Merchandise or Seating Layout Review. A Layout Review is required to relocate some or
all of a retail establishment's permitted indoor customer -accessible square footage to
privately -owned areas on the retail establishment site not originally permitted for retail.
The Layout Review shall be conducted by a transportation planner, planner, and/or fire
11920241030 ts24
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Item 6
*NOT YET APPROVED*
Attachment A - Interim
Ordinance Extending
Outdoor Dining through
inspector who will review and either approve or require modifica sed
retail layout based on the following criteria:
1. The placement of the merchandise, displays, or other items does not create a safety
risk and adequate pedestrian and vehicular separation is maintained, including with
movable barriers as appropriate where outdoor seating is to be placed in parking lots
or on -street parking spaces.
2. The layout accommodates appropriate vehicle and pedestrian circulation and
maintains adequate paths of travel and complies with accessibility requirements of
the Americans with Disabilities Act.
Any tents must comply with fire codes and Palo Alto Fire Department issued standards
for tents, and safety standards set forth by the National Fire Protection Association
for fire-resistant tents and must include an affixed manufacturer's label stating the
tent meets NFPA requirements. A State Fire Marshal seal on the tent or a certificate
is needed to prove treatment.
4. Any heaters must comply with fire codes.
An adequate and visible barrier is placed that clearly separates the retail area from
the parking area and provides sufficient protection for patrons. Adequacy shall be
defined in standards and guidelines issued by the Director of Planning.
6. Other requirements established in the standards and guidelines issued by the Director
of Planning.
E. Fee. No fee will be charged for submittal and review of the Application and for conducting
a Layout Review.
No Architectural Review. Notwithstanding PAMC Sections 18.77.077 and 18.76.020,
architectural review shall not be required for proposed outdoor retail areas or signage
related to such areas during the effective period of this Ordinance.
SECTION 7. Compliance with Other Regulations, Orders and Approvals
The uses of public and private property allowed in this Ordinance shall be conducted in
compliance with any applicable state or county mandate (including executive orders and health
orders), this Ordinance, Resolution No. 9909 and its successors, and all other local and state
regulations, orders, and approvals, as applicable (collectively, "Applicable Law"). Any approval,
allowance or permit to conduct such temporary outdoor use(s) shall be subject to revocation by
the issuing City official if the use is conducted in violation of Applicable Law, or poses a threat to
public health, safety or welfare.
119 20241030 ts24
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*NOT YET APPROVED*
SECTION 8. No Vested Rights
Item 6
Attachment A - Interim
Ordinance Extending
Outdoor Dining through
June 2025
The outdoor uses of public and private property allowed in this Ordinance are temporary and
shall be terminated upon the earlier of the date stated in the applicable permit/approval or the
expiration of this interim Ordinance, unless earlier revoked by the City Manager or other
authorized official (or their designee) or terminated by action of the City Council. The City may
discontinue one or more, or all, of the allowed outdoor uses at any time if the City Manager or
designee determines that the public health, safety or welfare warrant such action. Nothing in
this Ordinance shall establish a vested right.
SECTION 9. Suspension of Prohibition on Alcohol Consumption in Lytton Plaza and Cogswell
Plaza
Notwithstanding PAMC Sections 22.04.330 and 22.04.331, the City Manager is authorized to
suspend the prohibition on consumption of alcoholic beverages in the parking lots adjacent to
Lytton Plaza and Cogswell Plaza.
SECTION 10. Reserved.
SECTION 11. Personal Services, Indoor Recreation and Other Uses
The authorized outdoor uses of public and private spaces authorized in this Ordinance may be
applied to personal services, indoor recreation and other uses. Prior to authorizing these
additional activities to occur, the City Manager, or his or her designee ("City Manager"), shall
adopt rules, regulations, guidelines, and standards for these uses, and publish them on the City's
website.
SECTION 12. Severability
If any section, subsection, sentence, clause, or phrase of this Ordinance is for any reason held to
be invalid or unconstitutional by a decision of any court of competent jurisdiction, such decision
shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby
declares that it would have passed this Ordinance and each and every section, subsection,
sentence, clause, or phrase not declared invalid or unconstitutional without regard to whether
any portion of the Ordinance would be subsequently declared invalid or unconstitutional.
SECTION 13. Environmental Review
The Council finds that the Ordinance is categorically exempt from CEQA under CEQA Guidelines
Sections 15301 (existing facilities), 15303 (new construction of small structures), and 15304(e)
(minor temporary use of land having negligible or no permanent effects on the environment).
SECTION 14. Effective Date and Sunset Dates
This Ordinance shall be effective 31 days after adoption and remain in effect until June 30, 2025
subject to Council amendment and/or repeal.
The City may adopt regulations for the orderly wind -down of the programs implemented by these
provisions, including setting deadlines for teardown and removal.
119 20241030 ts24
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*NOT YET APPROVED*
SECTION 15. Uncodified
This Ordinance shall not be codified.
Item 6
Attachment A - Interim
Ordinance Extending
Outdoor Dining through
June 2025
SECTION 16. Supersedes Ordinance 5630
As of the effective date of this Ordinance, this Ordinance shall supersede Ordinance 5630, and
any conflict shall be resolved in favor of this Ordinance.
SECTION 17. Fee is not a Tax
The fee in this Ordinance is a charge imposed for the use of local government property. Pursuant
to Art. XIII C, Section 1(e)(4) of the California Constitution, this fee is not a tax.
INTRODUCED:
PASSED:
AYES:
NOES:
ABSENT:
ABSTENTIONS:
NOT PARTICIPATING:
ATTEST:
City Clerk
APPROVED AS TO FORM:
Assistant City Attorney
Mayor
APPROVED:
City Manager
Director of Public Works
Director of Planning & Development
Services
11920241030 ts24
Item 6: Staff Report Pg. 12 Packet Pg. 180 of 435
Item 6
*NOT YET ADOPTED* Attachment luionCo in
Resolution Continuing
Interim Parklet Program
Resolution No. through June 2025
Resolution of the Council of the City of Palo Alto Continuing the Pilot
Parklet Demonstration Program as Continued by Resolution 10171
RECITALS
A. On June 23, 2020, the City Council adopted Resolution 9909 in response to
COVID-19 and its effects on local businesses. Resolution 9909 created a Pilot Parklet
Demonstration Program and also permitted the City Manager to temporarily close certain
streets. At that time and since then, county and state regulations related to COVID-19
have limited or curtailed many indoor activities, including dining, bars, retail, and other
recreational uses.
B. On June 7, 2021, the City Council adopted Resolution 9962, which
amended and restated Resolution 9909 on a non -emergency basis (among other
changes).
C. On October 18, 2021, the City Council adopted Resolution 9992, which
amended and restated Resolution 9962 to continue the pilot program until June 30, 2022.
D. On May 9, 2022, the City Council adopted Resolution 10036, which
amended and restated Resolution 9962 to continue the pilot program until December 31,
2022.
E. On October 24, 2022 the City Council adopted Resolution 10081, which
amended and restated Resolution 10036 to continue the pilot program until June 30,
2023.
F. On May 8, 2023, the City Council adopted Resolution 10106, which
amended and restated Resolution 10081 to continue pilot program through March 31,
2024.
G. On May 6, 2025, the City Council adopted Resolution 10158, which
amended and restated Resolution 10106 to continue the pilot program through July 31,
2024.
H. On June 17, 2024, the City Council adopted Resolution 10171, which
amended and restated Resolution 10158 to continue the pilot program through March
2025.
I. The City Council now desires to amend and restate Resolution 10171 to
continue the pilot program through June 2025.
120_20241030_ts24 1
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Item 6
*NOT YET ADOPTED* Attachment luionCo in
Resolution Continuing
Interim Parklet Program
throughJune 2025
J. This Resolution, like its predecessors, implements a temporary parklet
program authorized by Ordinance 5526 and its successor ordinances.
NOW THEREFORE THE CITY COUNCIL OF THE CITY OF PALO ALTO RESOLVES AS
FOLLOWS:
SECTION 1. Findings and Declarations. The Council hereby adopts the above
Recitals as findings of the Council.
SECTION 2. Pilot Parklet Program and Design Requirements. The City Council
hereby approves the temporary use of on -street parking spaces in Palo Alto for parklets
under the Pilot Parklet Demonstration Program as first described Resolution 9909 and
continued by its successor resolutions.
A. The Director of Public Works/City Engineer, or his or her designee (the
"Director"), is delegated the authority to exercise their discretion to
approve specific parklet locations, plans, designs, materials, and
standards, and amendments thereto. The plans and designs shall be
signed by the Director. Any existing parklet locations, plans, designs,
materials, standards, and amendments to the Parklet Standards and
Requirements approved by the Director under the authority of Resolution
9909 and/or its successors shall remain valid under the authority of this
Resolution unless otherwise amended, rescinded, or modified in any other
way.
B. The Director is authorized to issue implementing guidelines and
regulations for the Pilot Parklet Demonstration Program, and to approve
amendments to the Parklet Standards and Requirements as the Director in
his or her discretion deems necessary and proper. Any existing guidelines,
regulations, or amendments issued by the Director under the authority of
Resolution 9909 and/or its successors shall remain valid under the
authority of this Resolution unless otherwise amended, rescinded, or
modified in any other way.
C. A valid encroachment permit issued under Palo Alto Municipal Code
Section 12.12.010 is required to operate a parklet under this Program. The
Director may approve a parklet application through issuance of an
Encroachment Permit, subject to the general regulations in Palo Alto
Municipal Code Section 12.12.010 and the following criteria and
procedures:
1. Use. Parklets shall be restricted to outdoor eating areas of eating
establishments.
120_20241030_ts24 2
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Item 6
*NOT YET ADOPTED* Attachment luionCo in
Resolution Continuing
Interim Parklet Program
throughJune 2025
2. Application and Review. A complete application for a parklet
encroachment permit shall be reviewed by City staff for a
determination as to whether such application complies with the
Parklet Standards and Requirements. The application shall include all
information necessary for a determination on the application
including, but not limited to a certificate of insurance and a hold
harmless and indemnity agreement in favor of the City shall be
submitted in accordance with the provisions of Palo Alto Municipal
Code Section 12.08.120. The Director shall grant or deny the
application.
3. Conditions. Conditions of approval may be imposed on parklet
encroachment permits to maintain the public health, safety and
welfare.
4. Revocation. The Director may revoke a parklet encroachment permit
if he or she determines that the conditions of the permit, the provisions
of this Resolution, or any applicable regulation, ordinance, or provision
of the Municipal Code are being violated, or if the municipal use of the
area is required for reasons of public health, safety, welfare or
convenience. The permittee shall be notified of an intent to revoke the
permit and shall be entitled to a hearing before the Director whose
decision shall be final.
5. Existing Permits. Any parklet encroachment permit issued under the
authority of Resolution 9909 and/or its successors shall remain valid
under the authority of this Resolution unless such a permit is otherwise
amended, revoked, or modified in any other way.
SECTION 3. Rules and Regulations. In addition to the authority given to the
Director of Public Works and his or her designee in Section 2 of this Resolution, the City
Manager is authorized to enact any rule or regulation or implementing guidelines to
effectuate and implement this Resolution.
SECTION 4. Compliance with Other Regulations, Orders and Approvals. The
uses of public and private property allowed in this Resolution shall be conducted in
compliance with any applicable state or county mandate (including executive orders and
health orders), and all other local, county, and state regulations, orders, and approvals,
as applicable (collectively, "Applicable Law"). Any approval, allowance or permit to
conduct such temporary outdoor use(s) shall be subject to revocation by the issuing City
official if the use is conducted in violation of Applicable Law, or poses a threat to public
health, safety or welfare.
120_20241030_ts24 3
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Item 6
Attachment
*NOT YET ADOPTED*
Resolution Continuin
g
Interim Parklet Program
SECTION 5. No Vested Rights. The uses allowed in thi throughJune2025
temporary and shall be terminated upon the earlier of the date stated in the applicable
permit/approval or the expiration of this Resolution, unless earlier revoked by the City
Manager or other authorized official (or their designee) or terminated by action of the
City Council. The City may discontinue one or more, or all, of the allowed uses at any time
if the City Manager or designee determines that the public health, safety or welfare
warrant such action. Nothing in this Resolution shall establish a vested right.
SECTION 6. The Council finds that this Resolution is categorically exempt from
CEQA under CEQA Guidelines Sections 15301 (existing facilities) and 15304(e) (minor
temporary use of land having negligible or no permanent effects on the environment).
SECTION 7. This Resolution supersedes Resolution 10171. Any conflict
between this Resolution and Resolution 10171 shall be resolved in favor of this
Resolution.
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120_20241030_ts24 4
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*NOT YET ADOPTED*
Item 6
Attachment B -
Resolution Continuing
Interim Parklet Program
through June 2025
SECTION 8. This Resolution shall become effective immediately upon approval
and shall remain in effect until June 30, 2025 unless otherwise modified, repealed or
extended by the City Council.
INTRODUCED AND PASSED:
AYES:
NOES:
ABSENT:
ABSTENTIONS:
ATTEST:
City Clerk
APPROVED AS TO FORM:
Assistant City Attorney
Mayor
APPROVED:
City Manager
Director of Public Works
Director of Planning and
Development Services
120_20241030_ts24 5
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Item 7
Item 7 Staff Report
City Council
Staff Report
Report Type: CONSENT CALENDAR
CITY O F Lead Department: City Clerk
PALO
LTO
Meeting Date: November 18, 2024
Report #:2411-3765
TITLE
SECOND READING: Ordinance of the Council of the City of Palo Alto Renewing the Military
Equipment Use Policy in Compliance with Govt. Code Section 7070 et seq. (2024-2025) (FIRST
READING: November 4, 2025 PASSED 7-0)
BACKGROUND
The City Council heard this item on November 4, 2024 for a first reading and approved it on a 7-
0 vote. No changes were made to the ordinance, and it is now before the City Council for a
second reading.
ATTACHMENTS
Attachment A - Ordinance Renewing the Military Equipment Use Policy in Compliance with
Govt. Code Section 7070 et seq.(2024-2025)
APPROVED BY:
Mahealani Ah Yun, City Clerk
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*NOT YET APPROVED*
Ordinance No.
Ordinance of the Council of the City of Palo Alto Renewing th
Equipment Use Policy in Compliance with Govt. Code Section 7
(2024-2025)
The Council of the City of Palo Alto ORDAINS as follows:
Item 7
Attachment A - ORD
Renewing the Military
Equipment Use Policy in
Compliance with Govt.
:ode Section 7070 et seq.
(2024-2025) ,
SECTION 1. Findings and declarations. The City Council finds and declares as follows:
1. In 2021, the California Legislature and the Governor approved AB 481, which
requires the City Council to approve a "Military Equipment Use Policy" in order to acquire, use,
or seek funds for the use of certain equipment used by law enforcement. AB 481 is codified at
Gov. Code section 7070 et seq.
2. The City Council adopted Ordinance 5562 in September 2022 to approve the
City's first Military Equipment Use Policy. The Ordinance was renewed on November 13, 2023 in
Ordinance 5604.
3. As required by Govt. Code section 7072, the Palo Alto Police Department
submitted an annual military equipment report for each type of military equipment approved by
the City Council. This report was posted publicly on the Department's website in September
2024. The Department also held a community engagement meeting on October 9, 2024.
4. As required by Govt. Code section 7071, the City Council now intends to renew
and restate Ordinance 5604 to implement the Military Equipment Use Policy for another year.
SECTION 2. The City Council makes the following required findings in compliance with
Gov. Code section 7071(d)(1) and (e) as to the attached Military Equipment Use Policy:
(A) The military equipment is necessary because there is no reasonable alternative
that can achieve the same objective of officer and civilian safety.
(B) The proposed military equipment use policy will safeguard the public's welfare,
safety, civil rights, and civil liberties.
(C) The equipment is reasonably cost effective compared to available alternatives
that can achieve the same objective of officer and civilian safety.
(D) Prior military equipment use complied with the military equipment use policy that
was in effect at the time.
SECTION 3. The City Council hereby approves the attached Military Equipment Use
Policy incorporated as Exhibit A to this ordinance.
SECTION 4. If any section, subsection, sentence, clause, or phrase of this Ordinance is
for any reason held to be invalid or unconstitutional by a decision of any court of competent
jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance.
The City Council hereby declares that it would have passed this Ordinance and each and every
section, subsection, sentence, clause, or phrase not declared invalid or unconstitutional without
regard to whether any portion of the Ordinance would be subsequently declared invalid or
unconstitutional.
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*NOT YET APPROVED*
SECTION 5. The Council finds that adoption of this Ordinance is
the meaning of CEQA.
Item 7
Attachment A - ORD
Renewing the Military
Equipment Use Policy in
Compliance with Govt.
Code Section 7070 et seq.
iin
SECTION 6. This Ordinance shall be effective on the thirty-first (2024-2025) of
its adoption. This Ordinance shall then supersede Ordinance 5604, and any conflict shall be
resolved in favor of this Ordinance.
SECTION 7. This Ordinance shall be uncodified.
INTRODUCED:
PASSED:
AYES:
NOES:
ABSENT:
ABSTENTIONS:
NOT PARTICIPATING:
ATTEST:
City Clerk
APPROVED AS TO FORM:
Assistant City Attorney
Mayor
APPROVED:
City Manager
Chief of Police
Item 7: Staff Report Pg. 3 Packet Pg. 188 of 435
*NOT YET APPROVED*
Exhibit A
(Updated October 2024)
PURPOSE
Item 7
Attachment A - ORD
Renewing the Military
Equipment Use Policy in
Compliance with Govt.
.ode Section 7070 et seq.
(2024-2025) ,
This policy is provided to fulfill the obligations set forth in Assembly Bill No. 481 as codified at
Govt. Code section 7070 et seq., and establishes guidelines for the acquisition, funding, use and
reporting of "military equipment", as the term is defined in Government Code section 7070.
These obligations include but are not limited to seeking approval on specific items deemed, by
statute, to be military equipment and requirements related to compliance, annual reporting,
cataloging, and complaints regarding these items.
PROCEDURE
A. DEFINITIONS
1. Governing Body — The City Council of the City of Palo Alto.
2. Military Equipment — Shall have the same meaning as defined by California Government
Code § 7070(c).
B. GOVERNING BODY APPROVAL
1. The Department shall obtain approval of the governing body prior to engaging in any of the
following activities:
a. Requesting military equipment made available pursuant to Section 2576a of Title 10
of the United States Code.
b. Seeking funds for military equipment including, but not limited to, applying for a
grant, soliciting or accepting private, local, state, or federal funds, in -kind donations, or other
donations or transfers.
c. Acquiring military equipment either permanently or temporarily, including by
borrowing or leasing.
d. Collaborating with another law enforcement agency in the deployment or other use
of military equipment within the territorial jurisdiction of the governing body.
e. Using any new or existing military equipment for a purpose, in a manner, or by a
person not previously approved by the governing body pursuant to general order
f. Soliciting or responding to a proposal for, or entering into an agreement with, any
other person or entity to seek funds for, apply to receive, acquire, use, or collaborate in the use
of, military equipment.
g. Acquiring military equipment through any means not provided in a. through f.
2. In seeking the approval of the governing body, the Department shall comply with Gov. Code
§ 7071, which requires that the Department submit a proposed military equipment use policy,
or subsequent amendments, to the City Council and the public via the law enforcement
agency's internet website at least 30 days prior to any public hearing concerning the military
equipment at issue.
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Item 7
*NOT YET APPROVED*
Attachment A - ORD
Renewing the Military
3. The governing body must be able to make the following findings in appr Equipment Use Policy in
Equipment Use Policy as required by Gov. Code § 7071(d)(1) in order to us Compliance with Govt. nt:
Section 7070 et seq.
a. The military equipment is necessary because there is no reasonable (2024-2025) .tan
achieve the same objective of officer and civilian safety.
b. The proposed military equipment use policy will safeguard the public's welfare, safety,
civil rights, and civil liberties.
c. If purchasing the equipment, the equipment is reasonably cost effective compared to
available alternatives that can achieve the same objective of officer and civilian safety.
d. Prior military equipment use complied with the military equipment use policy that was
in effect at the time, or if prior uses did not comply with the accompanying military
equipment use policy, corrective action has been taken to remedy nonconforming uses
and ensure future compliance.
C. MILITARY EQUIPMENT ANNUAL REPORT
The Department shall submit an annual military equipment report to the governing body that
addresses each type of military equipment possessed by the Department in compliance with
Gov. Code § 7072.
1. The Department shall also make each annual military equipment report publicly available on
its internet website for as long as the military equipment is available for use.
2. The annual military equipment report shall, at a minimum, include the following information
for the immediately preceding calendar year for each type of military equipment:
a. A summary of how the military equipment was used and the purpose of its use.
b. A summary of any complaints or concerns received concerning the military
equipment.
c. The results of any internal audits, any information about violations of the military
equipment use policy, and any actions taken in response.
d. The total annual cost for each type of military equipment, including acquisition,
personnel, training, transportation, maintenance, storage, upgrade, and other ongoing costs,
and from what source funds will be provided for the military equipment in the calendar year
following submission of the annual military equipment report.
e. The quantity possessed for each type of military equipment.
f. If the Department intends to acquire additional military equipment in the next year,
the quantity sought for each type of military equipment.
The Department will document each use of military equipment and, via administrative review,
ensure compliance with this policy. Any instances of non-compliance will be reported to the
City Council via the annual military equipment report, and to the Independent Police Auditor
where appropriate.
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*NOT YET APPROVED*
D. MILITARY EQUIPMENT USE POLICY COMPLAINTS AND CONCERNS
Pursuant to Gov. Code § 7070(d)(7), members of the public may register
or submit questions by any of the following means:
1. Via email to: militaryeguipment@cityofpaloalto.org
2. Via phone call to: (650) 329-2406
3. Via mail sent to: Palo Alto Police Department
Attn: Personnel and Training
275 Forest Avenue
Palo Alto, CA 94301
Item 7
Attachment A - ORD
Renewing the Military
Equipment Use Policy in
Compliance with Govt.
:ode Section 7070 et seq. rns
(2024-2025)
The Department is committed to responding to complaints, concerns and/or questions received
through any of the above methods in a timely manner.
E. MILITARY EQUIPMENT TRAINING
Military equipment shall only be used after applicable training, including any course required by
the Commission on Peace Officer Standards and Training (P.O.S.T.), has been completed, unless
exigent circumstances arise.
F. MILITARY USE EQUIPMENT POLICY CONTENTS
All military use equipment kept and maintained by the Department shall be cataloged in a way
which addresses each of the following requirements in compliance with Gov. Code § 7070(d):
1. A description of each type of military equipment, the quantity sought, its capabilities,
expected lifespan, and product descriptions from the manufacturer of the military
equipment.
2. The purposes and authorized uses for which the law enforcement agency or the state
agency proposes to use each type of military equipment.
3. The fiscal impact of each type of military equipment, including the initial costs of obtaining
the equipment and estimated annual costs of maintaining the equipment.
4. The legal and procedural rules that govern each authorized use.
5. The training, including any course required by the Commission on Peace Officer Standards
and Training, that must be completed before any officer, agent, or employee of the law
enforcement agency or the state agency is allowed to use each specific type of military
equipment to ensure the full protection of the public's welfare, safety, civil rights, and civil
liberties and full adherence to the military equipment use policy.
6. The mechanisms to ensure compliance with the military equipment use policy, including
which independent persons or entities have oversight authority, and, if applicable, what
legally enforceable sanctions are put in place for violations of the policy.
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*NOT YET APPROVED*
G. USE POLICY FOR SPECIFIC EQUIPMENT
Qualifying Equipment Owned/Utilized by the Department
Item 7
Attachment A - ORD
Renewing the Military
Equipment Use Policy in
Compliance with Govt.
:ode Section 7070 et seq.
(2024-2025)
Equipment Type: 37mm Less Lethal Launchers and Kinetic Energy Munitions - CA Gov't Code
§7070(c)(14)
Quantity Owned/Sought: 30 owned
Lifespan: Approximately 15 years
Equipment Capabilities: The 37MM Less Lethal Launcher is capable of firing 37MM Kinetic
Energy and Chemical Agent Munitions. Palo Alto PD only possesses "KO1" impact baton
rounds in its inventory.
Manufacturer Product Description: Sage Control Ordinance 37MM launchers are rugged,
reliable, and simple to operate less lethal launchers. These launchers are light weight,
versatile and used worldwide by police officers. The 37MM launcher family of products is
available in single -shot ("Ace"), double -shot ("Deuce"), or magazine fed configurations. Palo
Alto PD possesses the "Ace" and "Deuce" models.
Purpose/Authorized Uses: The 37MM Less Lethal Launchers and Kinetic Energy Munitions
are intended for use as a less lethal use of force option. Kinetic energy projectiles, when
used properly, are less likely to result in death or serious physical injury and can be used in an
attempt to de-escalate a potentially deadly situation.
Circumstances appropriate for deployment include, but are not limited to, situations in
which:
(a) The suspect is armed with a weapon and the tactical circumstances allow for the safe
application of approved munitions.
(b) The suspect has made credible threats to harm him/herself or others.
(c) The suspect is engaged in riotous behavior or is throwing rocks, bottles or other
dangerous projectiles at people and/or officers.
(d) There is probable cause to believe that the suspect has already committed a crime of
violence and is refusing to comply with lawful orders.
Fiscal Impacts: The initial cost of this equipment was approximately $27,000. The ongoing
costs for munitions will vary and maintenance is conducted by departmental staff.
Legal/Procedural Rules Governing Use: Use governed by applicable State, Federal and Local
law, and PAPD policy, including but not limited to PAPD policy §§ 300 (Use of Force) and 308
(Control Devices and Techniques). Use will continue to be subject to an administrative Use of
Force review.
Training Required: Officers must complete a department certified 37mm course as well as
regular training and qualifications as required by law and policy.
Other Notes: None.
Equipment Type: Long Range Acoustic Device (LRAD) - CA Gov't Code §7070(c)(13)
Quantity Owned/Sought: 1
Lifespan: Unknown.
Equipment Capabilities: LRAD systems are a type of Acoustic Hailing Device (AHD) used to
send messages over long distances. LRAD systems produce much higher sound levels
(volume) than normal loudspeakers or megaphones, and can be more narrowly directed.
Manufacturer Product Description: LRAD systems are a type of Acoustic Hailing Device (AHD)
used to send messages over long distances. LRAD systems produce much higher sound levels
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*NOT YET APPROVED*
Item 7
Attachment A - ORD
Renewing the Military
(volume) than normal loudspeakers or megaphones. Over shorter distanc Equipment Use Policy in re
loud enough to cause pain in the ears of people in their path. Compliance with Govt.
Purpose/Authorized Uses: Primarily used to communicate, from a safe di Code Section 7070 et seq. d
and/or barricaded subjects, for the purpose of negotiation. Can also be u (2024-2025)
of search and rescue operations, and to communicate lawful dispersal orders.
Fiscal Impacts: The initial cost of this equipment was approximately $10,000. The ongoing
cost for maintenance will vary.
Legal/Procedural Rules Governing Use: Use governed by applicable State, Federal and Local
law, and PAPD policy, including but not limited to PAPD policy § 414 (Hostage and Barricade
Incidents). Use will be subject to an administrative review.
Training Required: The Palo Alto Police Department provides internal training for staff
members prior to allowing them to use this equipment.
Other Notes: This equipment is maintained and operated by members of the Department's
Crisis Negotiation Team (CNT).
Equipment Type: Diversionary Devices and Chemical Agents (tear gas) and pepper balls - CA
Gov't Code §7070(c)(12)
Quantity Owned/Sought: 108
Lifespan: 5 years
Equipment Capabilities: Capable of creating auditory/visual distractions, and/or deploying
tear gas or pepper chemical to distract potentially dangerous individuals.
Manufacturer Product Description:
The Palo Alto Police Department uses Diversionary Devices and Chemical Agents produced by
Defense Technology (DT) and Combined Tactical Systems (CTS). All Chemical Agents utilized
by PAPD contain CS (Orthochlorobenzalmalononitrile) or OC (Oleoresin Capsicum).
Diversionary Devices:
1. Mini -Bang (CTS -7290M)
a. The Model 7290M Flash -Bang exhibits all of the same attributes of its larger
counterpart but in a smaller and lighter package. Weighing in at just 15 ounces
the new 7290M is approximately 30% lighter than the 7290 but still has the
same 180db output of the 7290 and produces 6-8 million candela of light.
Chemical Agents:
1. CS 37mm Liquid Ferret Barricade Round (CTS -3330)
a. 3330 — Liquid CS filled projectile penetrates intermediate barriers and delivers
irritant agents into an adjacent room.
2. CS 37mm Liquid Ferret Barricade Round (DT -1162)
a. The Ferret® 37 mm CS Round is a frangible projectile filled with chemical
agent. Upon impacting the barrier, the nose cone ruptures and
instantaneously delivers the .16 oz. agent payload inside a structure.
3. CTS 5230b Baffled CS
a. The design of the Baffled CS allows the contents to burn within an internal can
and external baffling, and disperse the agent safely with reduced risk of fire.
The grenade is designed primarily for indoor tactical situations to detect
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*NOT YET APPROVED*
Item 7
Attachment A - ORD
Renewing the Military
and/or dislodge a barricaded subject. This grenade can be Equipment Use Policy in
launched from a fired delivery system. Compliance with Govt.
4. CTS 5230 Riot CS Code Section 7070 et seq.
a. The CTS Riot CS is specifically designed for outdoor use. It (2024-2025)
volume of smoke and chemical agent through multiple emission ports. This
grenade can be hand thrown or launched from a fired delivery system.
5. CS Riot Control (DT -1082)
a. The Riot Control CS Grenade is designed specifically for outdoor use in crowd
control situations with a high volume continuous burn. . This grenade can be
used to conceal tactical movement or to route a crowd. The volume of smoke
and agent is vast and obtrusive. .
Smoke:
1. CTS 5210 White Smoke
a. The CTS 5210 White Smoke Grenade is designed specifically to conceal tactical
movement or to route a crowd. The volume of non-irritant smoke and agent is
vast and obtrusive.
PepperBall:
Less lethal launchers are designed for minimum time between launches and quick reload
speed, so whether in a crowd control scenario, tactical or even Mobile Field Force situation,
the PepperBall system offers flexibility, safety and security, all within one platform. Each
launcher is air powered, with either carbon dioxide (CO2), nitrogen, or compressed air
powering the launch of projectiles.
Purpose/Authorized Uses: creating explosive distractions, and/or deploying chemical agents.
Fiscal Impacts: The initial cost of the Pepperball equipment was approximately $7,920. The
ongoing costs for munitions will vary and maintenance is conducted by departmental staff.
The initial cost of the distraction devices and chemical agents was approximately $2,400. The
ongoing costs for munitions will vary and (minimal, if any) maintenance is conducted by
departmental staff.
Legal/Procedural Rules Governing Use Use governed by applicable State, Federal and Local
law, and PAPD policy, including but not limited to PAPD policy §§ 300 (Use of Force), 308
(Control Devices and Techniques), and 408 (Crisis Response Unit).Use of tear gas or pepper
balls will continue to be subject to an administrative Use of Force review. Use of distraction
devices will be subject to an administrative review to ensure policy compliance.
Training Required: A P.O.S.T. certified Control Devices and Techniques Department chemical
agent and distraction device instructor provides internal training for all members of the
SWAT team prior to allowing them to use flashbang grenades or tear gas. The Department
provides internal training for all members prior to allowing them to use pepper balls.
Other Notes: Distraction devices and chemical agents are exclusively maintained and
operated by members of the Department's Special Weapons and Tactics Team (SWAT).
Equipment Type: Bolt Action Rifle and Ammunition - CA Gov't Code §7070(c)(10)
Quantity Owned/Sought: 1 owned Lifespan: Approximately 15 years
Equipment Capabilities: Accuracy International rifle is capable of firing a 7.62mm/.308 cal
projectile bullet.
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Manufacturer Product Description: Accuracy International (Al) Accuracy Equipment Use Policy in
rifle .308 Winchester/7.62mm NATO. Compliance with Govt.
Code Section 7070 et seq.
1. 20" barrel threaded 5/8x24 (2024-2025)
2. Nightforce:C622 Scope .250 MOA
3. Al Adjustable cheek piece
4. Al Two -stage trigger
5. Al 10 -round .380 caliber magazine
6. Al Three -position safety
Purpose/Authorized Uses: This rifle is authorized for use by a specially -trained, SWAT
marksman only and may be deployed in any circumstance where the officer can articulate a
reasonable expectation that the rifle may be needed. Examples of some general guidelines
for deploying the rifle may include but are not limited to:
1. Situations where the officer reasonably anticipates an armed encounter.
2. When the officer is faced with a situation that may require accurate and
effective fire at long range.
3. Situations where an officer reasonably expects the need to meet or exceed a
suspect's firepower.
4. When an officer reasonably believes that there may be a need to fire on a
barricaded person or a person with a hostage.
5. When an officer reasonably believes that a suspect may be wearing body
armor.
6. When authorized or requested by a supervisor.
Fiscal Impacts: This equipment was purchased by the Palo Alto Police Department at an
initial cost of $6500.00. The ongoing costs for ammunition will vary and maintenance is
conducted by departmental staff.
Legal/Procedural Rules Governing Use: Use governed by applicable State, Federal and Local
law, and PAPD policy, including but not limited to PAPD policy §§ 300 (Use of Force), 312
(Firearms), and 408 (Crisis Response Unit).Each use will continue to be subject to an
administrative Use of Force review.
Training Required: In addition to CA P.O.S.T. certified patrol rifle and CA P.O.S.T. certified
standard SWAT Operator training, SWAT marksmen must successfully complete a CA P.O.S.T.
certified course as well as regular SWAT marksmanship training and qualifications as required
by law and policy.
Other Notes: None.
Qualifying Equipment Owned/Utilized by Palo Alto OES
Equipment Type: Command and control vehicle — CA Gov't Code §7070(c)(5)
Quantity Owned/Sought: 1 Lifespan: Approximately 20 years
Equipment Capabilities: The City of Palo Alto Office of Emergency Services (OES) has a
Mobile Emergency Operations Center (MEOC) vehicle.
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Manufacturer Product Description: The MEOC is built on a 40' Freightlin Equipment Use Policy in
Model Year. Compliance with Govt.
Purpose/Authorized Uses: The MEOC serves as a resource for public saf CodeSection7070etseq. S
with other such vehicles operated by other agencies. It is deployed to "al (2024-2025)
from natural disasters, wildfires, crime, special events, and planned and unplanned
disruptions to 9-1-1 and Emergency Operations Center systems and facilities.
Fiscal Impacts: The MEOC was acquired in approximately 2010 with grant funding of
$300,000 and City funding of $375,000. The ongoing costs for maintenance and operation
will vary and most maintenance is conducted by City staff.
Legal/Procedural Rules Governing Use: It is the policy of OES to use the MEOC in accordance
with California State law regarding the operation of motor vehicles. Furthermore, since the
MEOC is grant -funded and since the MEOC is a rare resource, the City may support mutual
aid with the MEOC (for example wildfire response). Use will be subject to an administrative
review to ensure policy compliance.
Training Required: The MEOC is a highly complex system. City staff are provided with
requisite training and licensing, depending on their role in supporting the MEOC.
Other Notes: The MEOC is not a "military vehicle" but could support coordination with the
National Guard, FEMA, and other cooperating agencies after a major earthquake or other
disaster.
Qualifying Equipment known to be owned and/or utilized by law enforcement units with which
the Palo Alto Police Department collaborates and/or participates for law enforcement
purposes
Equipment Type: Unmanned Aircraft Systems (UAS/Drones) — CA Gov't Code §7070(c)(1)
Quantity Owned/Sought: None (outside owned)
Lifespan: Various
Equipment Capabilities: Remotely piloted aerial vehicles capable of providing live and
recorded video images captured from aerial positions, including images enhanced by Forward
Looking Infrared (FLIR) and optical zoom lenses.
Manufacturer Product Description: Various. Dependent upon the availability of mutual aid
equipment and personnel at the time of need.
Purpose/Authorized Uses: UAS/Drones may be utilized to enhance the Department's mission
of protecting lives and property when other means and resources are not available or are less
effective. Uses may include but are not limited to: search and rescue; suspect apprehension;
crime scene documentation; tactical operations; scene security; hazard monitoring,
identification and mitigation; response to emergency calls; crisis communications; legally
authorized surveillance.
Fiscal Impacts: None. Equipment owned, maintained, and operated by another agency.
Legal/Procedural Rules Governing Use: Use governed by applicable State, Federal and Local
law, Federal Aviation Administration (FAA) regulations, and PAPD policy, including but not
limited to PAPD policy §§ 322 (Search and Seizure) and 352 (Outside Agency
Assistance). Federal Aviation Administration (FAA) regulations . Absent a warrant or exigent
circumstances, operators and observers shall adhere to FAA altitude regulations and shall not
intentionally record or transmit images of any location where a person would have a
reasonable expectation of privacy (e.g., residence, yard, enclosure). Operators and observers
shall take reasonable precautions to avoid inadvertently recording or transmitting images of
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Renewing the Military
areas where there is a reasonable expectation of privacy. Upon mutual au Equipment Use Policy in
from PAPD, UAS/Drone will be operated by the deploying agency's staff p Compliance with Govt.
own policies and review. Code Section 7070 et seq.
Training Required: Prior to piloting any UAS/Drone staff members must sL.(2024-2025)
Remote Pilot License and complete all training required by our FAA COA.
Other Notes: None.
Equipment Type: Unmanned, remotely piloted, powered ground vehicles - CA Gov't Code
§7070(c)(1)
Quantity Owned/Sought: None (outside owned)
Lifespan: Various
Equipment Capabilities: Robots are capable of being remotely navigated to provide scene
information and intelligence in the form of video and still images transmitted to first
responders.
Manufacturer Product Description: Various. Dependent upon the availability of mutual aid
equipment and personnel at the time of need.
Purpose/Authorized Uses: To enhance the safety of potentially dangerous situations by
providing first responders with the ability to capture video and still images of hazardous
areas prior to, or in lieu of, sending in personnel.
Fiscal Impacts: None. Equipment owned, maintained, and operated by another agency.
Legal/Procedural Rules Governing Use: Absent a warrant or exigent circumstances,
operators and observers shall adhere to all applicable privacy laws and shall not intentionally
record or transmit images of any location where a person would have a reasonable
expectation of privacy (e.g., residence, yard, enclosure). Use governed by applicable State,
Federal and Local law, Federal Aviation Administration (FAA) regulations, and PAPD policy,
including but not limited to PAPD policy §§ 322 (Search and Seizure) and 352 (Outside Agency
Assistance). Upon mutual aid or other request from PAPD, vehicle will be operated by
deploying agency's staff pursuant to their own policies and review.
Training Required: Subject to the policies of the deploying agency.
Other Notes: While the Palo Alto Police Department does not own or operate this
equipment, it could be deployed to an incident within city limits.
Equipment Type: Wheeled vehicles that have a breaching apparatus attached - CA Gov't
Code §7070(c)(3)
Quantity Owned/Sought: None (outside owned)
Lifespan: Various
Equipment Capabilities: Capable of breaching doors, gates, and other points of entry;
facilitating the safe transport of officers or civilians facing an armed suspect.
Manufacturer Product Description: Various. Dependent upon the availability of mutual aid
equipment and personnel at the time of need.
Purpose/Authorized Uses: Breaching doors, gates, and other points of entry. Safely
transporting police personnel or evacuating civilians, when facing with an armed suspect.
Fiscal Impacts: None. Equipment owned, maintained, and operated by another agency.
Legal/Procedural Rules Governing Use: Use governed by applicable State, Federal and Local
law, and PAPD policy, including but not limited to PAPD policy §§ 322 (Search and Seizure)
and 352 (Outside Agency Assistance). Upon mutual aid or other request from PAPD, vehicle
will be operated by deploying agency's staff pursuant to their own policies and review.
Training Required: Subject to the policies of the deploying agency.
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Attachment A - ORD
Renewing the Military
Other Notes: While the Palo Alto Police Department does not own or op Equipment Use Policy in
equipment, it could be deployed to an incident within city limits. compliance with Govt.
ode Section 7070 et seq.
(2024-2025) ,
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Item 8
Item 8 Staff Report
City Council
Staff Report
Report Type: CONSENT CALENDAR
CITY O F Lead Department: City Clerk
PALO
LTO
Meeting Date: November 18, 2024
Report #:2411-3766
TITLE
SECOND READING: Ordinance of the Council of the City of Palo Alto Amending the Fiscal Year
2025 Municipal Fee Schedule to Amend Existing Fees for City's Palo Alto Link OnDemand Transit
Service (FIRST READING: November 4, 2024 PASSED 7-0)
BACKGROUND
The City Council heard this item on November 4, 2024 for a first reading and approved it on a 7-
0 vote. No changes were made to the ordinance, and it is now before the City Council for a
second reading.
ATTACHMENTS
Attachment A - Ordinance Amending the Fiscal Year 2025 Municipal Fee Schedule to Amend
Existing Fees for City's Palo Alto Link On -Demand Transit Service
APPROVED BY:
Mahealani Ah Yun, City Clerk
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Item 8
*NOT YET APPROVED* Attachment A - OItD
Amending the Fiscal Year
2025 Municipal Fee
Ordinance No. Schedule to Amend
Existing Fees for City's
Ordinance of the Council of the City of Palo Alto Amending the Fis Palo Alto Link On -
Municipal Fee Schedule to Amend Existing Fees for City's Palo AIDemand Transit Service
Demand Transit Service
The Council of the City of Palo Alto ORDAINS as follows:
SECTION 1. Findings and Declarations. The City Council finds and declares as follows:
A. Through this ordinance, the City desires to increase on -demand transit service
fees for its Palo Alto Link service in October 2024. The City will remove discounted fares,
increase Monthly Passes to $130 per month, charge a fee from free up to $4.00 per passenger
trip, and increase Weekly Passes to $40.00 per week.
B. The increase of fees will assist the City in continuing sustainable operations of
the Palo Alto Link after the successful majority grant -funded pilot in which the VTA provided $2
million has concluded.
SECTION 2. The Council of the City of Palo Alto amends the Fiscal Year 2025 Municipal
Fee Schedule by adopting the amended fees for on -demand transit as set forth in Exhibit "A" and
incorporated here by reference.
SECTION 3. The fees in this Ordinance are for a specific government service provided
directly to the payor that is not provided to those not charged and which does not exceed the
reasonable costs to the local government of providing the service or product. Pursuant to Art.
XIII C, Section 1(e)(2) of the California Constitution, this fee is not a tax.
SECTION 4. The Council finds that this ordinance is not a "project" under CEQA because
it has no potential for resulting in either a direct or reasonable foreseeable indirect change in the
environment.
//
//
//
//
//
//
//
1
115 20240822 ts24
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Item 8
*NOT YET APPROVED* Attachment A - ORD
Amending the Fiscal Year
2025 Municipal Fee
SECTION 5. This ordinance shall be effective upon adoption as a Schedule to Amend he
City's FY25 budget and shall be implemented within 60 days of adoption. Existing Fees forCity's
Palo Alto Link On -
Demand Transit Service
INTRODUCED:
PASSED:
AYES:
NOES:
ABSENT:
ABSTENTIONS:
ATTEST:
City Clerk Mayor
APPROVED AS TO FORM: APPROVED:
Assistant City Attorney City Manager
Chief Transportation Official
Director of Administrative
Services
2
115_20240822_ts24 Item 8: Staff Report Pg. 3 Packet Pg. 201 of 435
*NOT YET APPROVED*
Attachment A
Fiscal Year 2025 Municipal Fee Schedule
Office of Transportation Fees
On -Demand Transit
Discounted Fare
Mote. 1) Senior (aye 6S +)
2) Student (with current 1D& yrar identified)
3) Low Income (S 70K or kss annually)
4) Disabled (Self Attested)
Monthly Pass
On -Demand Transit - (Palo Alto Link)
One -Way Fare
Weekly Pass
Item 8
Attachment A - ORD
Amending the Fiscal Year
2025 Municipal Fee
Schedule to Amend
Existing Fees for City's
Palo Alto Link On -
Demand Transit Service)
S3:OOpe►passcngcr trip
$130.00 per month
$0.00 - $4.00 per passenger trip
50.00- 54.00 per passenger trip
$40.00 per week
3
115 20240822 ts24
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Item 9
Item 9 Staff Report
City Council
Staff Report
From: City Manager
CITY O F Report Type: ACTION ITEMS
PALO Lead Department: Planning and Development Services
ALTO Meeting Date: November 18, 2024
Report #:2410-3732
TITLE
FIRST READING: Adoption of an Ordinance Amending the Municipal Fee Schedule to Modify the
Calculation for Park, Community Center and Library Development Impact Fees From a per Unit
to per Square Feet Basis for Residential Development. CEQA Status: Exempt Pursuant to
15061(b)(3).
RECOMMENDATION
Staff recommends that City Council:
1. Review the attached Supplement to the Development Impact Fee Justification Study
(Attachment A); and
2. Adopt an ordinance amending the City's FY2025 Adopted Municipal Fee Schedule to
update the Parks, Community Center, and Library impact fees from a per unit to per
square feet basis for residential development (Attachment B).
EXECUTIVE SUMMARY
Based on prior Council direction, staff recommends that the City Council adopt an ordinance
amending the FY2025 Municipal Fee Schedule to modify the calculation of Park, Community
Center, and Library Development Impact Fees for residential development from a per dwelling
unit basis to a per square foot basis. This change is in response to Assembly Bill (AB) 602, which
mandates that impact fees be charged on a square footage basis, unless the City makes
specified findings explaining why square footage is not an appropriate metric. This amendment
aligns with the City's newly certified Housing Element and addresses Program 3.1: Fee Waivers
and Adjustments, aimed at balancing the need for public facility funding with the promotion of
housing affordability. The new fee structure, if adopted, would take effect in early 2025.
On September 23, 2024, this report was pulled from the City Council consent calendar by
Councilmembers Lythcott-Haims, Veenker, and Mayor Stone based in part on public written
comments received prior to the meeting (Attachment C). The report has been updated to
provide additional context and a modified staff recommendation.
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BACKGROUND
Under the Mitigation Fee Act (AB 1600), cities can charge new development for its relative
share of the cost to fund the acquisition of land and improvements to public facilities. These
fees are established based on the nexus between impacts caused by new development and the
improvements needed to mitigate those impacts that would be funded by the established fee.
In 2020, the Community Services Department retained DTA, formerly David Taussig &
Associates, to prepare a nexus study to update the Parks, Community Center, and Library
Impact Fees. The initial study' was implemented in August 2021, and in May 2022, DTA
prepared and presented a supplemental analysis2 to address several policy items based on
Finance Committee's request. This included direction to update the fees from the initial analysis
to address new legislation, AB 602, which came into effect in January 2022. AB 602 was
designed to provide new statewide requirements for local jurisdictions seeking to impose
development impact fees and articulated additional guidance on how local agencies comply
with their impact fee obligations.
In June 20223, Council directed staff to convert residential Parks, Community Center, and
Library Impact Fees from the existing per unit basis, to a per square foot basis. The current
report and staff recommendations respond to the specific, discrete direction provided by
Council on that date.
In February 2024, the Planning and Development Services Department engaged DTA to prepare
the conversion analysis.
In April 2024, the Supreme Court of the United States issued an opinion in Sheetz v. County of El
Dorado, California, applying the "unconstitutional conditions doctrine" to development impact
fees, creating some uncertainty over the level of scrutiny courts will apply to such fees going
forward.
ANALYSIS
Prior to the initial nexus study that was implemented in August 2021, the City's Park,
Community Center, and Library Development Impact fees had not been updated since their
inception in 2001. As a result of the updated nexus study and Council adopted fee levels,
beginning FY2022, Palo Alto developments were subject to a substantial increase in the Parks
Impact Fee driven by the current fair market value of land as well as comparatively modest
increases to the Community Center and Library Impact Fees (Table 1).
1 https://www.cityofpaloalto.org/files/assets/public/v/1/agendas-minutes-reports/reports/city-manager-reports-
c m rs/yea r -a rc h ive/2021/i d-12163. pdf
2 https://www.citVofpaloalto.org/files/assets/public/agendas-minutes-reports/agendas-minutes/finance-
co m m ittee/2022/20220503/20220503 pfcsl i n ked. pdf
3 https://www.citVofpaloalto.org/files/assets/public/v/6/agendas-minutes-reports/agendas-minutes/citV-council-
agendas-minutes/2022/20220613/20220613pccsm-final-amended-linked. pdf#page=53
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Table 1: Impact of Initial Nexus Study on Development Impact Fees - FY2021 vs FY2022
Year
Residential Land Use
Type
Parks
(Per Unit)
Community
Center (Per Unit)
Library
(Per Unit)
Total
Single -Family
$
13,103
$
3,499
$
1,187
$ 17,789
FY2020 -
Single -Family > 3,000 SF
$
19,565
$
5,086
$
1,766
$ 26,417
2021
Multi -Family ≤ 900 SF
$
4,337
$
1,128
$
390
$ 5,855
Multi -Family > 900 SF
$
8,577
$
2,235
$
710
$ 11,522
FY2021 -
Single -Family per unit
$
57,420
$
4,438
$
2,645
$ 64,503
2022
Multi -Family per unit
$
42,468
$
3,283
$
1,956
$ 47,707
Source: City of Palo Alto, FY2021 and FY2022 Municipal Fee Schedule
Conversion of residential impact fees aligns with AB 602 and the relative impacts of new
residential development more proportionately based on development size rather than a single
amount per dwelling unit, regardless of size. For further details on the nexus study
methodology and guidance on AB 602, refer to Attachment A: Second Supplement to the
Development Impact Fee Justification —Assembly Bill ("AB") 602 Compliance.
Using Palo Alto's building permit data from 2013 to 2024, DTA calculated the average
residential square footage for single-family and multi -family residential units constructed in the
Palo Alto within the last 11 years. The average square footage per single-family and multi -family
unit was determined to be 3,602 and 1,124 square feet, respectively. Based on these average
unit sizes, DTA converted the existing Park, Community Center, and Library Impact Fee from a
per unit to per residential square foot fee.
Table 2: FY2025 Council -Approved Development Impact Fees — Current Fees
Current Fees
Parks Community Library I
Total
Center
Single -Family (Per Unit)
$ 67,650 $ 5,229 $ 3,116 I
$ 75,995
Multi -Family (Per Unit)
$ 50,034 $ 3,868 $ 2,304 I
$ 56,206
DTA's analysis resulted in two frameworks for implementation — distinct rates and a
consolidated rate. Staff recommend the distinct rates, however, as a more accurate and
equitable reflection of impacts caused by new development.
A distinct residential fee structure for single-family and multi -family fees is generally used when
(1) there is sufficient building permit data available and (2) a jurisdiction can anticipate the
number of projected units per residential land use type. When a jurisdiction has sufficient data
available, the distinct fee structure is preferred because it more proportionately reflects the
size and impact of the residential units. Table 3 provides the recommended fees in this
framework as well as sample impact fees based on residential land use type and square
footage.
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Table 3: Framework 1— Distinct Rates and Sample Impact Fees
Distinct Fees
Parks
Community
Library
Total
Center
Single Family (Per SF)
$
18.78
$
1.45
$
0.87
$
21.10
3000
$
56,340.00
$
4,350.00
$
2,610.00
$
63,300.00
3602
$
67,645.56
$
5,222.90
$
3,133.74
$
76,002.20
4000
$
75,120.00
$
5,800.00
$
3,480.00
$
84,400.00
Multi -Family (Per SF)
$
44.50
$
3.44
$
2.05
$
49.99
850
$
37,825.00
$
2,924.00
$
1,742.50
$
42,491.50
1124
$
50,018.00
$
3,866.56
$
2,304.20
$
56,188.76
1400
$
62,300.00
$
4,816.00
$
2,870.00
$
69,986.00
A single consolidated residential fee structure is generally used when (1) a jurisdiction may not
have sufficient building permit data or (2) may not be able to project the type of future
development. Table 4 illustrates what a fee could be in this framework as well as sample impact
fees based on residential square footage. This structure decreases the fee paid by the typical
multi -family unit and increases the fee paid by the typical single-family unit.
Table 4: Framework 2 — Consolidated Rate and Sample Impact Fees
Consolidated Fees
Parks
Community
Center
Library
Total
Residential (Per SF)
$
22.68
$
1.75
$
1.04
$
25.47
850
$
19,278.00
$
1,487.50
$
884.00
$
21,649.50
1124
$
25,492.32
$
1,967.00
$
1,168.96
$
28,628.28
2000
$
45,360.00
$
3,500.00
$
2,080.00
$
50,940.00
3602
$
81,693.36
$
6,303.50
$
3,746.08
$
91,742.94
4000
$
90,720.00
$
7,000.00
$
4,160.00
$ 101,880.00
Staff recommends implementation of the Parks, Community Center, and Library Impact Fees
using the distinct rate fee structure because this framework more proportionately reflects the
size and impact of the land use type and is in further compliance with AB 602. The intent of AB
602 is to ensure that impact fees are more proportional to the size of new development and
distinguishing the rates by land use type allows for a more precise assessment of impact fees.
Notably, both frameworks will lower the fees for smaller developments regardless of land use
type.
As noted in the City's newly certified Housing Element4, high fees can impede housing
production by increasing the per unit cost of development, impacting projected returns and
4 https://paIoaItohousingeIement.com/wp-content/uploads/2024/07/Palo-Alto-Housing-Element-6.pdf
Item 9: Staff Report Pg. 4 Packet Pg. 206 of 435
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potentially discouraging new home building. Conversion of this fee will complete one of the
objectives under Program 3.1: Fee Waivers and Adjustments in the Housing Element.
Subsequently, as part of the Housing Element program implementation, the City will be
preparing an economic feasibility study to analyze implications that all development impact
fees may have on housing production. These fees will be included in the assessment, and based
on the study, Council may adjust fees and/or development standards to enable a reasonable
return on investment and ensure sufficient fee collection to support City services.
onse to Public Comments
Since the initial publication of this report in September, the City Council received
correspondence expressing concern about the recommended fee schedule and ordinance
(Attachment C). In summary, the letters assert:
• The recommended action is a positive step in the right direction but the proposed fee
structure disproportionately affects smaller housing units such as apartments and ADUs
compared to larger single-family homes.
• High impact fees could deter the production of housing, particularly multi -family units,
which are already disadvantaged under the current and proposed systems.
• The staff report is unclear about the treatment of ADUs, home additions, demolitions,
and basements under the revised fee structure.
• The report fails to include adequate data to assess policy impacts and lacks detailed
information on past and future allocation of impact fee revenues.
• The Council should consider excluding the first 750 square feet of all housing types from
fee calculations, enhancing transparency regarding the use of impact fees, and offering
refunds for fees previously assessed.
• The attached letter from Grubb Properties further illustrates that an 850 -square -foot
rental unit would pay the same fee as a much larger 2,014 -square -foot single-family
home and asserts this disparity inequitable and counter to the goals of AB 602, which
aims to make impact fees fair and proportional.
Staff disagrees that the proposed fee structure (with distinct fees) disproportionately and
inequitably affects smaller housing units such as apartments. Development impact fees are
charged to offset the impacts created by new residents on City resources. The combined fee
structure assumes that all types of housing have the same population density per square foot.
In other words, it assumes that a 1,500 square foot single-family home and a 1,500 square foot
apartment will house the same number of residents. Alternatively, it assumes that a 4,500
square foot single-family home will house three times the number of residents as a 1,500
square foot apartment. Because, in fact, apartments will typically house more residents in the
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same square footage, it is more equitable to charge distinct fees to multi -family and single-
family development. The distinct fees recommended by staff are based on the consultant's
analysis of average unit and household sizes.
Similarly, because development impact fees are charged to offset the impacts of new residents,
they are not charged to renovations or replacement of existing units. While there may be cases
where a renovation or replacement does result in new residents, the current nexus study does
not support application of impact fees to these situations. Should the Council desire to explore
application of impact fees to renovations and replacements, it could direct staff to initiate a
new nexus study that calculates fees on a per -bedroom basis. While this would be a departure
from the per -square foot scheme set forth in AB 602, staff believe the Council could make the
required findings to adopt this alternative measure of impact.
Development impact fees are not collected for ADUs containing 750 square feet or less. For
larger ADUs, the recommendation in this report applies the per square foot feet fee, which is
preferrable to the current approach which applies a fee based on the size of the ADU compared
to the primary residence. The average size of permitted ADUs in Palo Alto for 2024 is
approximately 565 square feet.
With respect to other suggestions in the public comment, such as fee refunds and charging fees
below the level authorized in the nexus study, staff would defer to Council for guidance. Staff
acknowledges more work, analysis, and policy recommendations are needed to assess the
development impact fee structure for residential development.
In fact, this work is scheduled to begin next calendar year. Consistent with the City's certified
Housing Element Program 3.1B the City will prepare an economic feasibility study to analyze
implications that development impact fees, may have on housing production and adjust fees or
development standards as appropriate to enable a reasonable return on investment and ensure
sufficient fee collection to support City services.
Finally, the City Council does have the option of imposing a lower fee for multi -family housing
development in this action while staff initiates a more comprehensive analysis as described
above. The concern, however, about lowering the fee is that the City does not collect sufficient
revenue to support further park, community center, and library services needs for an increasing
population. This concern may be somewhat mitigated depending on how many permits for new
home construction are permitted over the intervening period and how timely the updated fee
study can be completed.
FISCAL/RESOURCE IMPACT
Development impact fees provide funding for capital improvements in parks, community
facilities, and libraries to mitigate the impacts of new development in the community.
Revenues fluctuate each year based on the amount of residential and non-residential
development occurring in Palo Alto. Currently, staff and DTA are not able to forecast revenue
impacts due to the variability of development and changing economic conditions. DTA has
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provided an illustrative example using last fiscal year's permitting data to demonstrate the
financial impact of the fee conversion. The transition to the recommended fee structure may
result in decreased revenue for the parks, community facilities, and library impact fees as
smaller multi -family units are built but this too could be offset in part with greater housing
density in multi -family projects.
Table 5: Estimated Revenue Calculation — Current Fee Schedule
Fee Category
Land Use Type
Proposed Fee per Unit
Total Est. Revenues'
Park
SFD
$67,650.00
$1,353,000.00
Community Center
SFD
$5,229.00
$104,580.00
Library
SFD
$3,116.00
$62,320.00
Total SFR2
$1,519,900.00
Park
MFD
$50,034.00
$0.00
Community Center
MFD
$3,868.00
$0.00
Library
MFD
$2,304.00
$0.00
Total MFR3
$0.00
Total Estimated
Residential Revenues
$1,519,900.00
Notes:
1. Estimate, subject to change based on actual new development that occurs in FY 2024-25.
2. Assumes approximately 20 new single-family residential units in FY 2023-24.
3. Based on actual number of new multi -family units in FY 2023-24; however, these figures are for illustrative
purposes only, as the City anticipates that MFD will increase in future fiscal years and subsequently, the revenues
for multi -family development.
Table 6: Estimated Revenue Calculation — AB 602 Compliant Fee
Fee Category
Land Use Type
Proposed Fee per Sq. Ft.
Total Est. Revenues'
Park
SFD
$18.78
$699,273.30
Community Center
SFD
$1.45
$53,990.75
Library
SFD
$0.87
$32,394.45
Total SFRZ
$785,658.50
Park
MFD
$44.50
$0.00
Community Center
MFD
$3.44
$0.00
Library
MFD
$2.05
$0.00
Total MFR3
$0.00
Total Estimated
Residential Revenues
$785,658.50
Notes:
1. Estimate, subject to change based on actual new development that occurs in FY 2024-25.
2. Assumes approximately 37,235 square feet of new single-family residential development occurred in FY 2023-24.
3. Based on actual number of new multi -family square footage in FY 2023-24; however, these figures are for
illustrative purposes only, as the City anticipates that MFD will increase in future fiscal years and subsequently, the
revenues for multi -family development.
POLICY IMPLICATIONS
City Council has the authority to charge new development for its relative share of the cost of
specific public facilities, as calculated based on a nexus study and pursuant to state law
requirements. Council also has the authority to restructure fees based on articulated City
policies within legal limits and economic feasibility. The information provided in this report
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allows Council to evaluate and adjust the City's Development Impact Fees for Parks, Community
Centers, and Libraries.
Based on Government Code §66017, new or increased development impact fees go into effect
no sooner than 60 days after adoption. Should Council adopt the recommended fee conversion,
these fees are expected to be effective on January 18, 2025.
STAKEHOLDER ENGAGEMENT
The Community Services Department presented the initial nexus study and supplemental
report for review to the Parks and Recreation Commission and Finance Committee between
December 2020 and May 2022. On June 13, 2022, Council directed supplemental work related
to the conversion of fees outlined in this report.
ENVIRONMENTAL REVIEW
The recommended actions are not considered a project as defined by the California
Environmental Quality Act pursuant to CEQA regulation 15061(b)(3). The projects in the original
2021 nexus study associated with these fees have been fully analyzed as part of City's 2030
Comprehensive Plan and its Environmental Impact Report as well as the City's Parks and Open
Space Master Plan and its Mitigated Negative Declaration; no further CEQA analysis is
necessary.
ATTACHMENTS
Attachment A: Second Supplement to the Development Impact Fee Justification — Assembly Bill
("AB") 602 Compliance
Attachment B: Ordinance of the Council of the City of Palo Alto Amending the Fiscal Year 2025
Municipal Fee Schedule to Transition Certain Development Impact Fees from Per -Unit to Per -
Square Foot Fees
Attachment C: Correspondence
APPROVED BY:
Jonathan Lait, Planning and Development Services Director
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dta
www.FinanceDTA.com
To
From
City of Palo Alto
DTA
MEMORANDUM
August 20, 2024
Item 9
Attachment A - Second
Supplement to
Development Impact Fee
Justification AB 602
Subject: Second Supplement to the Development Impact Fee Justification Study -
Assembly Bill ("AB") 602 Compliance
A Background
DTA, formerly David Taussig & Associates, was retained by the City of Palo Alto (the "City")
to prepare a Development Impact Fee ("DIF" or "Fee") Justification Study (the "Study") in
2020. This Study was adopted by the City Council and the proposed fee schedule was
implemented in August 2021. In January 2022, DTA prepared a follow-up analysis in the
form of a Supplement to the Development Impact Fee Justification Study (the "Supplement")
that addressed a number of items requested by City Council. Additional detail related to
these tasks can be found in Attachment 2.
B Second Supplement to DIF Study
In September 2023, the City requested that DTA prepare and issue this Second Supplement
to the Development Impact Fee Justification Study (the "Second Supplement") to address
the requirements of Assembly Bill ("AB") 602, which was approved by the California State
Legislature and signed by the Governor in 2021 and provides new statewide requirements
for local jurisdictions seeking to impose development impact fees on development projects.
The Mitigation Fee Act, AB 1600, establishes specific requirements that local officials must
follow in establishing, increasing, or imposing development fees. Specifically, local officials
must conduct a "nexus study" to demonstrate a "reasonable relationship" between the fees
and public facilities funded by the fees, and the development project on which the fees are
assessed. AB 602 is designed to provide additional guidance on how local agencies comply
with their impact fee obligations, which affects the methodology used to calculate DIFs. Key
portions of the bill affecting future DIF calculations are summarized below:
On or after January 1, 2022, fee justification studies must identify the existing level
of service ("LOS") for each public facility, identify the proposed new LOS, and (if
proposed new LOS is greater than existing LOS) include an explanation of why the
new LOS is necessary.
For housing development projects, nexus studies adopted after July 1, 2022, must
calculate the amount of fees based on square footage of proposed units of the
development, unless the local agency demonstrates that another metric is more
appropriate. The bill would require that a "local agency that calculated fees
proportionally to the square footage of the proposed units be deemed to have used
a valid method to establish a reasonable relationship between the fee charged and
the burden posed by development." This would also apply to multi -family
residences.
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Attachment A - Second
Supplement to
Development Impact Fee
Justification AB 602
The bill also requires the Department of Housing and Community Development
("HCD"), on or before January 1, 2024, to create an impact fee nexus study template
that may be used by local jurisdictions to calculate their fees. The bill requires that
the template include a method of calculating the feasibility of housing being built
with a given fee level. The template must be completed by 2024, and local
jurisdictions will have the option (it will not be required) to use the HCD template.
The bill authorizes any member of the public, including an applicant for a
development project, to submit evidence that the city, county, or other local agency
had failed to comply with the Mitigation Fee Act. The bill requires the legislative
body of the city, county, or other local agency to consider any timely submitted
evidence and authorize the legislative body to change or adjust the proposed fee or
fee increase, as specified.
If a nexus study supports the increase of an existing fee, the local agency shall review
the assumption of the nexus study supporting the original fee and evaluate the
amount of the fees collected under the original fee.
Large jurisdictions (county population greater than 250,000) and cities within those
counties must adopt a capital improvement plan as part of the nexus study.
Nexus studies shall be updated at least every 8 years from the period beginning
January 1, 2023.
Importantly, AB 602 does not apply to (i) water and sewer connection and capacity charges,
(ii) school fees, (iii) Quimby fees for parks, and (iv) Mello -Roos or other taxes. These other
fees, taxes, and charges are subject to their own statutory accountability measures.
B.1 Standards -Based Fee Methodology
The methodology used to establish the Park, Community Center, and Library Fees
outlined in the Study adopted in 2021 was based on "standards," where costs are
based on existing LOS. This Standards -Based Methodology establishes a generic unit
cost for capacity which is then applied to each land use per the existing LOS. The
LOS is based on the existing number of applicable units, such as square feet of
building space or acres of land or per resident for each facility. This standard is not
based on cost but rather on a standard of service. The Standards -Based
Methodology ensures that City facilities are appropriately developed and sized so
that future residents and employees do not cause a reduced LOS by unduly
burdening the infrastructure system, thus leading to decay and deterioration. This
methodology provides several advantages, including not needing to know the cost
of a specific facility, how much capacity or service is provided by the current system,
or having to commit to a specific size of the facility. Another advantage of this
methodology is that it does not involve the planning of any future facilities. This
methodology assigns 100% of the fees to new development and allows the City to
apply the fee revenue to any project. Additionally, this methodology complies with
the requirements of AB 602.
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Attachment A - Second
Supplement to
Development Impact Fee
Justification AB 602
B.2 Level of Service
Pursuant to the new statewide requirements under AB 602, a nexus study shall
identify the existing LOS for each public facility, identify the proposed new LOS, and
include an explanation of why the new LOS is necessary. The LOS used to calculate
the Fees in the Study is the existing LOS as defined as the relationship between the
replacement cost of Park, Community Center, and Library facilities and the City's
existing persons served population. The current LOS is calculated by dividing the
total inventory of a facility type by the existing number of persons served within the
City. Importantly, the methodology used assumes the current LOS is applied to
future development, which satisfies the requirements of AB 602 and requires no
further justification.
B.3 Fee Calculation
Below is the City's 2025 DIF schedule, effective as of August 19, 2024, which was used
as the basis for the conversion to a per -square -foot fee for residential land uses, as
required by AB 602.
Table 1: Current FY 2025 Adopted Development Impact Fee Schedule (Residential Fees)
Single -Family Residential
$67,650
$5,229 $3,116 $75,995
(Per Unit)
Multi -Family Residential
$50,034
$3,868 $2,304 $56,206
(Per Unit)
To further comply with AB 602, DTA worked with the City to determine the average
square footage for single-family and multi -family residences. Please note that the
City's non-residential fees are already charged on a per -square -foot basis and are
not subject to this analysis, as the requirements under AB 602 focus on the impact
related to residential development. Using building permit data provided by City staff
from 2013 to 2024, DTA calculated the average residential square footage for single-
family and multi -family residential units constructed in the City within the past 11
years, as shown in Table 2 and 3 below and provided in Attachment 1. DTA
determined that the average square footage per single-family and multi -family unit
is 3,602 and 1,124 square feet, respectively. The average square footage estimates
were divided into the Park, Community Center, and Library Fees per dwelling unit to
generate Fee levels per residential square foot, as now required under AB 602.
Table 2: Existing Residential Development Average Sq. Ft. Calculation*
Total Existing %
Land Use Type Average Sq. Ft. Number ofof Total Existing
per Unit Units* Units II
*Note: Reflects the number of residential units currently within the City.
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Attachment A - Second
Supplement to
Development Impact Fee
Justification AB 602
Table 3: Future Residential Development Total Sq. Ft. Calculation'
Average Sq. Ft. Total Future
Land Use Type per Unit Number of Units' Total Sq. Ft.
rnimii
11 • •
•
Notes:
1. Some figures may not sum due to rounding.
2. Reflects the number of anticipated residential units to be constructed within the City in the next
20 years as of the 2021 DIF Study update.
DTA also calculated the consolidated residential fee per square foot, with the
combined average sq. ft. per residential unit equaling 2,638 sq. ft. The calculation
for this combined average is shown in Table 4 below. These two DIF frameworks are
discussed further in Section B.11.
Table 4: Existing Residential Development Combined Average Sq. Ft. Calculation
Average Sq. Ft. Total Existing % of Total Existing Combined Average
Land Use Type per Unit Number of Units Sq. Ft.
[a] Units* [b] [c] = [a] x [b]
*Note: Reflects the number of residential units currently within the City.
Notably, to comply with AB 602, DTA recommends that the City impose the
residential fees on a per -square -foot basis. For purposes of this analysis, DTA has
calculated and presented the Park, Community Center, and Library Fees per square
foot for (i) each residential land use type and (ii) consolidated into one residential fee
per sq. ft.
The following tables provide the approach to determine the single-family, multi-
family, and combined residential per -square -foot fee amounts for the Park,
Community Center, and Library Fees.
B.4 Park
The current Park Fees per unit for residential development can be found in Table 1.
Tables 5 and 6 provide the approach to determine the distinct per -square -foot and
consolidated fee amounts, respectively, for the Park Fee.
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Attachment A - Second
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Justification AB 602
Table 5: Park Facilities Fee Summary — Distinct Fees (per Unit and per Sq. Ft.)*
•
[a] [b] = [a] x $62,040 [c]
[d] = [b] x [c]
[e] = See Table 3
Single -Family 1.00 $67,650 2,517
$170,309,101
9,067,871
Multi -Family 0.74 $50,034 2,007
$100,406,729
2,256,562
Cost per Single -Family Residential Sq. Ft. [f] = [d]/[e]
$18.78
Cost per Multi -Family Residential Sq.
Ft. [f] = [d]/[e]
$44.50
*Note: Some figures may not sum due to rounding.
Table 6: Park Facilities Fee Summary - Consolidated Fee (per Sq. Ft.)*
.� • •- • •
[a] = See Table 5 I [b] = See Table 4
I [c] = See Table 5 I [d] = [a] x [b]
Residential
4,524 2,638
$270,715,830 I 11,934,312
Cost per Residential
Sq. Ft. [e] = [c]/[d] $22.68
*Note: Some figures may not sum due to rounding.
B.5 Community Center
The current Community Center Fees per unit for residential development can be
found in Table 1. Table 7 provides the approach to determine the distinct per -
square -foot and consolidated fee amounts, respectively, for the Community Center
Fee.
Table 7: Community Center Facilities Fee Summary - Distinct Fees (per Unit and per Sq. Ft.)*
!mTiitIJr!1Ibj.1...u1I1u11..IhtIrnl,Iltrl•
•
•
[a]
[b] = [a] x $4,795
[c]
[dl = [b] x [c]
[e] = See Table 3
Single -Family
1.00
$5,229
2,517
$13,163,225
9,067,871
Multi -Family
0.74
$3,868
2,007
$7,761,964
2,256,562
Cost per Single -Family Residential Sq. Ft. [f] = [d]/[e]
$1.45
Cost per Multi -Family Residential Sq. Ft. [f] = [d]/[e]
$3.44
*Note: Some figures may not sum due to rounding.
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Item 9
Attachment A - Second
Supplement to
Development Impact Fee
Justification AB 602
Table 8: Community Center Facilities Fee Summary - Consolidated Fee (per Sq. Ft.)*
[a] = See Table 7
I [b] = See Table 4
I [c] = See Table 7 I [d] _ [a] x [b]
Residential 4,524
2,638
$20,925,189 11,934,312
Cost per Residential
Sq. Ft. [e] = [c]/[d] $1.75
*Note: Some figures may not sum due to rounding.
B.6 Library
The current Library Fees per unit for residential development can be found in Table 1.
Table 9 provides the approach to determine the distinct per -square -foot and
consolidated fee amounts, respectively, for the Library Fee.
Table 9: Library Facilities Fee Summary - Distinct Fees (per Unit and per Sq. Ft.)*
[a] [b] = [a] x $2,858 [c]
[d] = [b] x [c]
[e] = See Table 3
Single Family 1.00 $3,116 2,517
$7,845,128
9,067,871
Multi -Family 0.74 $2,304 2,007
$4,624,544
2,256,562
Cost per Single -Family Residential Sq. Ft. [f] = [d]/[e]
$0.87
Cost per Multi -Family Residential Sq. Ft. [f] = [d]/[e]
$2.05
*Note: Some figures may not sum due to rounding.
Table 10: Library Facilities Fee Summary - Consolidated Fee (per Sq. Ft.)*
.- • • • -.
•
[a] = See Table 9 [b] = See Table 4
[c] = See Table 9
[d] = [a] x [b]
Residential
4,524 2,638
$12,469,672
11,934,312
Cost per Residential
Sq. Ft. [e] = [c]/[d]
$1.04
*Note: Some figures may not sum due to rounding.
B.7 Summary of Proposed Fees
The total proposed per -square -foot fee amounts required to finance new
development's share of the costs of new facilities are summarized in Tables 11 and
12. Table 11 provides the distinct fees for each of the two residential land use
categories. Table 12 provides the fee if the City were to proceed with one
consolidated residential fee per square foot. These fees reflect the current maximum
justifiable fee levels that may be imposed by the City on new development under the
statutory requirements of Government Code Section 66000 et. seq.
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Attachment A - Second
Supplement to
Development Impact Fee
Justification AB 602
Table 11: Proposed Development Impact Fee Schedule — Distinct Fees (AB 602 Compliant)1,2
•
•
Single -Family (Per Sq. Ft.)
$18.78 $1.45
$0.87 $21.10
Multi -Family (Per Sq. Ft.)
$44.50 $3.44
$2.05 $49.98
Notes:
1. Some figures may not sum due to rounding.
2. Single-family and multi -family residences are per square foot to comply with AB 602.
Table 12: Proposed Development Impact Fee Schedule - Consolidated Fee
(AB 602 Compliant)','
Community
Land Use Type Park Library Total Fees
Center
Notes:
1. Some figures may not sum due to rounding.
2. Residential fee is per square foot to comply with AB 602.
Tables 13 through 18 provide sample calculations under the two fee framework
options previously discussed.
B.8 Sample Proposed Park Fee Calculations
Tables 13 and 14 summarize the proposed Park fees per square foot under two
scenarios: (i) Distinct single-family and multi -family fees per square foot and (ii) A
consolidated residential fee per square foot.
Table 13: Sample Distinct Per Sq. Ft. Fee Calculations - Park*
.•. .•. -. ;j -
Single -Family
3,000
$18.78
$56,344.79
$67,650.36
3,602
$67,651.31
4,000
$75,126.39
Multi -Family
850
$44.50
$37,821.13
$50,034.40
1,124
$50,012.89
1,400
$62,293.63
*Note: Some figures may not sum due to rounding.
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Supplement to
Development Impact Fee
Justification AB 602
Table 14: Sample Consolidated Per Sq. Ft. Fee Calculations — Park*
*Note: Some figures may not sum due to rounding.
B.9 Sample Proposed Community Center Fee Calculations
Tables 15 and 16 summarize the proposed Community Center fees per square foot
under two scenarios: U) Distinct single-family and multi -family fees per square foot
and (ii) A consolidated residential fee per square foot.
Table 15: Sample Distinct Per Sq. Ft. Fee Calculations - Community Center*
- •- • •
Single -Family
3,000
$1.45
$4,354.90
$5,228.71
3,602
$5,228.78
4,000
$5,806.53
Multi -Family
850
$3.44
$2,923.77
$3,867.92
1,124
$3,866.26
1,400
$4,815.62
*Note: Some figures may not sum due to rounding.
Table 16: Sample Consolidated Per Sq. Ft. Fee Calculations - Community Center*
Sq. Ft. per Unit Proposed Maximum
Proposed Fee
[a] Fee per Sq. Ft.
Calculation
[b]
[c] = [a] x [b]
111
111
1 .•
*Note: Some figures may not sum due to rounding.
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Supplement to
Development Impact Fee
Justification AB 602
B.10 Sample Proposed Library Fee Calculations
Tables 17 and 18 summarize the proposed Library fees per square foot under two
scenarios: (i) Distinct single-family and multi -family fees per square foot and (ii) A
consolidated residential fee per square foot.
Table 17: Sample Distinct Per Sq. Ft. Fee Calculations - Library*
Single -Family
3,000
$0.87
$2,595.47
$3,116.25
3,602
$3,116.29
4,000
$3,460.63
Multi -Family
850
$2.05
$1,741.97
$2,304.49
1,124
$2,303.50
1,400
$2,869.13
*Note: Some figures may not sum due to rounding.
Table 18: Sample Consolidated Per Sq. Ft. Fee Calculations - Library*
Sq. Ft. per Unit Proposed Maximum Proposed F
[a] Fee per Sq. Ft. Calculatio
[b] [c] = [a] x
iii
*Note: Some figures may not sum due to rounding.
B.11 Considerations for Consolidated vs Distinct Fees per Square Foot
DTA surveyed the fee structures in other jurisdictions to determine whether they
utilized a consolidated residential fee or distinct single-family and multi -family fees.
Currently, the sample size is still small, as many agencies are in the process of
updating their DIF programs to comply with AB 602 or the updated fee programs
have not yet been adopted.
The distinct residential fee structure is typically used when sufficient building permit
data is available and the jurisdiction can anticipate the number of projected units
per residential land use type. Communities that utilize the consolidated
methodology may not have sufficient building permit data on hand or may not be
able to project the type of future development coming in. When detailed building
permit data is available, maintaining distinct residential fee categories, as opposed
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Development Impact Fee
Justification AB 602
to one flat per sq. ft. fee for all residential property, more proportionately reflects the
size and impact of the residential unit, which is the basis of AB 602's requirements.
The City provided a large sample size of building permit data that allowed DTA to
evaluate both scenarios. Notably, imposing a consolidated fee that is lower than the
proposed multi -family fee in the distinct fee structure may result in the under -
collection of impact fees necessary to finance planned facilities. Alternatively,
imposing a lower fee may also incentivize future multi -family development.
Ultimately, the decision on which framework and fee level to adopt is at the
discretion of the City Council. Because these are the proposed maximum fee levels,
the City may consider imposing a lower fee amount per square foot or phasing in
the adopted fee over a number of years, up to the proposed maximum.
B.12 Updating the Impact Fee Study
As previously stated, AB 602 was signed into law in September of 2021 by the
Governor of California, and it provides new Statewide requirements for local
jurisdictions seeking to impose DIFs on development projects. Among these
requirements are that nexus studies shall be updated at least every 8 years as of
January 1, 2023. However, DTA concurs with the generally accepted policy that
5 years is a good rule -of -thumb time period for impact fee updates, particularly
because the required 5 -year findings can be approved at that same time. In some
instances, fees may remain valid for a longer period of time if the City's land use and
facility plans do not change. A case in point is a municipality at or near full build -out
capacity. However, a dynamic, growing municipality facing significant changes in
land use would do itself a disservice if it maintained the current fee structure for too
long without a fee study to update the current rates.
If you have any questions upon review of the attached analysis, please feel free to
call us at (800) 969-4DTA.
Enclosures:
1. Attachment 1 - Building Permit Data
2. Attachment 2 - Summary of Previous Work Performed for the City
City of Palo Alto
Second Supplement to the Development Impact Fee Justification Study
Item 9: Staff Report Pg. 18
August 20, 2024
10
Packet Pg. 220 of 435
Item 9
Attachment A - Second
Supplement to
Development Impact Fee
Justification AB 602
ATTACHMENT 1
City of Palo Alto
Second Supplement to the Development Impact Fee Justification Study
BUILDING PERMIT DATA
Item 9: Staff Report Pg. 19 Packet Pg. 221 of 435
Building Permit Data - Single -Family Residential
Item 9
Attachment A - Second
Supplement to
Development Impact Fee
Justification AB 602
Total Sq. Ft.
Permit No
Date Issued
Construction Type Description
Status
Description
Incl. Basement
and Garage
LOT 3 575 MAYBELL: PLAN 1, NEW SINGLE FAMILY DWELLING (2275 SF) WITH
17000-02975
1/25/2019
Residential New - SF
Finaled
BASEMENT (1670 SF), ATTACHED GARAGE (216 SF) AND COVERED PORCHES (495
4,161
SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER. ***Plan check
done under 17000-02973***
LOT 4 587 MAYBELL: PLAN 4, NEW SINGLE FAMILY DWELLING (2296 SF) WITH
17000-02976
1/25/2019
Residential New - SF
Finaled
BASEMENT (1978 SF), ATTACHED GARAGE (218 SF) AND COVERED PORCHES.
4,492
SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER. ***Plan check done
under 17000-02974***
LOT 10, 4135 ORCHARD: PLAN 3, NEW SINGLE FAMILY DWELLING (2304 SF)
17000-02983
11/8/2018
Residential New - SF
Finaled
WITH BASEMENT (1773 SF), ATTACHED GARAGE (214 SF) AND COVERED
4,291
PORCHES (667 SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER.
***Plan review done under 17000-02980***
LOT 11, 4139 ORCHARD: PLAN 3, NEW SINGLE FAMILY DWELLING (2304 SF)
17000-02984
6/27/2019
Residential New - SF
Finaled
WITH BASEMENT (1773 SF), ATTACHED GARAGE (214 SF) AND COVERED
4,291
PORCHES (584 SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER.
***Plan review done under 17000-02980***
LOT 12, 4150 ORCHARD: PLAN 3, NEW SINGLE FAMILY DWELLING (2304 SF)
17000-02985
7/12/2019
Residential New - SF
Finaled
WITH BASEMENT (1773 SF), ATTACHED GARAGE (214 SF) AND COVERED
4,291
PORCHES (650 SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER.
***Plan review done under 17000-02980***
LOT 13, 4158 ORCHARD: PLAN 3, NEW SINGLE FAMILY DWELLING (2304 SF)
17000-02986
7/25/2019
Residential New - SF
Finaled
WITH BASEMENT (1773 SF), ATTACHED GARAGE (214 SF) AND COVERED
4,291
PORCHES (624 SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER.
***Plan review done under 17000-02980***
LOT 16.4188 ORCHARD: PLAN 8, NEW SINGLE FAMILY DWELLING (2308 SF)
17000-02990
8/28/2019
Residential New - SF
Finaled
WITH BASEMENT (1533 SF), ATTACHED GARAGE (214 SF) AND COVERED
4,295
PORCHES (217 SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER.
***Review done under 17000-02979***
16000-02610
9/30/2021
Residential New - SF
Permit Issued
NEW 2 STORY SFR 5169 SF W/ BASEMENT 3008 SF AND ATTACHED GARAGE 571
8,748
16000-03225
6/16/2020
Residential New - SF
Finaled
NEW 2 -STORY SFR (4,045 SF), FULL BASEMENT (3060 SF), WITH ATTACHED TWO
7,552
CAR GARAGE (447 SF)
17000-01002
6/6/2019
Residential New - SF
Finaled
ONE STORY HOUSE (2213 SF) (WITH 17000-01211 DETACHED GARAGE (223 SF))
2,213
17000-02833
9/17/2018
Residential New - SF
Finaled
NEW SINGLE FAMILY HOME (2431 SF) WITH BASEMENT (1184 SF) ADD (N) BOILER
3,615
WATER HEATING SYSTEM
LOT 9, 4131 ORCHARD: PLAN 7, NEW SINGLE FAMILY DWELLING (2290 SF) WITH
17000-02981
5/7/2019
Residential New - SF
Finaled
BASEMENT (1476 SF), AND COVERED PORCHES (188 SF). SCOPE OF WORK
3,766
INCLUDES A TANKLESS WATER HEATER.
LOT 14, 4168 ORCHARD: PLAN 6, NEW SINGLE FAMILY DWELLING (1986 SF)
17000-02987
8/28/2019
Residential New - SF
Finaled
WITH BASEMENT (1276 SF), AND COVERED PORCHES (166 SF). SCOPE OF WORK
3,428
INCLUDES A TANKLESS WATER HEATER.
LOT 15, 4178 ORCHARD: PLAN 2, NEW SINGLE FAMILY DWELLING (2185 SF)
17000-02989
8/28/2019
Residential New - SF
Finaled
WITH BASEMENT (1787 SF), ATTACHED GARAGE (214 SF) AND COVERED
4,186
PORCHES (424 SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER.
17000-03128
9/27/2018
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE WITH ATTACHED GARAGE 237SF
3,704
18000-02300
12/3/2018
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE (2418 SF) WITH COVERED PORCH 134'2,650
SF) ATTACHED GARAGE (232 SF) WITH TANKLESS WATER HEATER AND A/C.
NEW SFR (FACTORY BUILT) APPROXIMATELY 2667 SO FT WITH SITE BUILT
19000-02306
10/27/2021
Residential New - SF
Permit Issued
ATTACHED GARAGE 297 SF AND SITE BUILT SCREEN PORCH 695 SF
2,964
**Two approved plan set one is the state approved stamped set one is the PA
approved set for the porch and garage, inspectors to review both***
17000-01543
9/20/2018
Residential New - SF
Finaled
NEW 2 STORY SFR 3440 SF W/ BASEMENT 2082 SF AND ATTACHED GARAGE 312
5,834
18000-02385
9/30/2021
Residential New - SF
Permit Issued
TWO-STORY HOUSE (3272 SF) WITH ATTACHED GARAGE (68 SF),
3,539
UNCONDITIONED BASEMENT (199 SF)
18000-03079
4/15/2019
Residential New - SF
Finaled
NEW 2 -STORY HOUSE (2486.7 SF) WITH ATTACHED GARAGE (213 SF)
2,700
NEW TWO-STORY SFD (2548 SF), WITH ATTACHED GARAGE (293 SF)
18000-03246
4/17/2019
Residential New - SF
Finaled
No grading permit required/PW will stamp plans when all departments have
2,841
approved and building is ready to issue.
18000-03250
8/2/2019
Residential New - SF
Finaled
NEW 2 -STORY WOOD FRAMED HOUSE (2472 SF), WITH ATTACHED GARAGE (214
4,388
SF) WITH FULL BASEMENT (1702 SF) 18-3250
19000-00322
7/25/2019
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (4313 SF) WITH ATTACHED GARAGE (427 SF), WITH
7.672
BASEMENT (2932 SF),
19000-00396
6/5/2019
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (2758 SF) WITH BASEMENT (1668 SF)
4,426
19000-01258
9/18/2019
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (3521 SF) WITH BASEMENT (2216 SF)
5,737
LOT 1: PLAN 1, NEW SINGLE FAMILY DWELLING (2275 SF) WITH BASEMENT (1670
17000-02973
11/8/2018
Residential New - SF
Finaled
SF), ATTACHED GARAGE (216 SF) AND COVERED PORCHES (497 SF). SCOPE OF
4,658
WORK INCLUDES A TANKLESS WATER HEATER. ++++Structural calcs and
supplemental documentation in Annie's overhead bin+++
LOT 569 MAYBELL 2: PLAN 4, NEW SINGLE FAMILY DWELLING (2296 SF) WITH
17000-02974
11/8/2018
Residential New - SF
Finaled
BASEMENT (1978 SF), ATTACHED GARAGE (218 SF) AND COVERED PORCHES.
4,492
SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER.
LOT 5, 589 MAYBELL: PLAN 5, NEW SINGLE FAMILY DWELLING (2283 SF) WITH
17000-02977
1/25/2019
Residential New - SF
Finaled
BASEMENT (1616 SF), ATTACHED GARAGE (220 SF) AND COVERED PORCHES
4,119
(450 SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER.
Item 9: Staff Report Pg. 20 Packet Pg. 222 of 435
Item 9
Attachment A - Second
Supplement to
LOT 64103 CLEMO AV: PLAN 9, NEW SINGLE FAMILY
Development Impact Fee
17000-02978
4/11/2019
Residential New - SF
Finaled
BASEMENT (1616 SF), ATTACHED GARAGE (220 SF) A
4,139
(450 SF). SCOPE OF WORK INCLUDES A TANKLESS w4
Justification AB 6602
LOT 7, 4121 ORCHARD: PLAN 8, NEW SINGLE FAMILY DWELLING (2308 SF) WITH
17000-02979
4/11/2019
Residential New - SF
Finaled
BASEMENT (1533 SF), ATTACHED GARAGE (214 SF) AND COVERED PORCHES (229
4,055
SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER.
LOT 8, 4123 ORCHARD: PLAN 3, NEW SINGLE FAMILY DWELLING (2304 SF) WITH
17000-02980
5/7/2019
Residential New - SF
Finaled
BASEMENT (1773 SF), ATTACHED GARAGE (214 SF) AND COVERED PORCHES (542
4,291
SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER.
18000-00572
10/4/2018
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2254 SF AND CONDITIONED
3,680
BASEMENT 1426SF
18000-00789
9/6/2018
Residential New - SF
Finaled
NEW ONE-STORY SINGLE HOUSE (2067 SF), WITH ATTACHED GARAGE (320 SF)
2,387
(Bone Structure)
18000-00817
10/26/2018
Residential New - SF
Finaled
NEW TWO STORY HOUSE (3257 SF)
3,257
18000-00936
1/16/2019
Residential New - SF
Finaled
NEW ONE-STORY SINGLE FAMILY RESIDENCE 4056SF WITH ATTACHED GARAGE
4,250
235SF
18000-01006
11/9/2020
Residential New - SF
Permit Issued
ONE-STORY HOUSE (3247 SF), WITH ATTACHED GARAGE (504 SF), NEW
6,848
BASEMENT (3097 SF)
18000-01219
12/11/2018
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 3847SF WITH ATTACHED GARAGE
4,060
213SF.
18000-01223
10/9/2018
Residential New - SF
Finaled
NEW SINGLE STORY RESIDENCE 1545SF (DETACHED GARAGE 223SF SEPARATE
1,768
PERMIT)
18000-01227
9/27/2018
Residential New - SF
Finaled
NEW ONE-STORY SINGLE FAMILY RESIDENCE 1,54SSF (DETACHED GARAGE
1,768
223SF)
18000-01307
10/1/2018
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2023SF
2,023
18000-01312
9/27/2018
Residential New - SF
Finaled
NEW TWO STORY HOUSE (2030 SF). SCOPE OF WORK INCLUDES TANKLESS
2,030
WATER HEATER. ***PW to stamp plans prior to permit issuance***
18000-01316
10/2/2018
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2023SF
2,023
18000-01365
9/18/2018
Residential New - SF
Finaled
NEW TWO STORY SFD (2711 SF) WITH AN ATTACHED GARAGE (224 SF)
2,935
18000-01392
3/19/2019
Residential New - SF
Finaled
NEW TWO-STORY FAMILY (1672 SF) WITH ATTACHED GARAGE (443 SF)
2,115
18000-01395
3/19/2019
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (1672 SF) WITH ATTACHED GARAGE (443 SF)
2,115
18000-01398
10/2/2018
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2670SF WITH ATTACHED GARAGE
2.896
227SF
18000-01420
5/23/2019
Residential New - SF
Finaled
ONE STORY HOUSE (2459 SF) AND ATTACHED GARAGE (258 SF)
2,712
NEW 2 -STORY HOUSE (2519 SF) WITH ATTACHED GARAGE (335 SF) CURRENTLY
18000-01447
9/10/2018
Residential New - SF
Finaled
REVIEW WITH IR PLANNING PROJECT 18PLN-59 (address to be changed 10 3219
2,854
Waverley after final inspection - see pending address assignment in documents
tab)
18000-01511
7/22/2019
Residential New - SF
Finaled
NEW 2 -STORY HOUSE (2084 SF) AND ATTACHED GARAGE (223 SF)
2,307
18000-01583
9/20/2018
Residential New - SF
Finaled
NEW TWO STORY HOUSE (3867 SF) SCOPE OF WORK INCLUDES A NEW
4,082
TANKLESS WATER HEATER.
18000-01663
9/25/2018
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (2985 SF) WITH ATTACHED GARAGE (304 SF)
3,289
18000-01680
8/27/2019
Residential New - SF
Finaled
TWO-STORY HOUSE (5,799 SF) WITH BASEMENT (2551 SF) WITH ATTACHED
8,350
TRELLIS (662 SF)
18000-01718
11/2/2018
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2,620SF WITH ATTACHED GARAGE
2,845
225SP
NEW SFR (4380 SF) WITH ATTACHED GARAGE (419 SF) A/C AND TAKNLESS
18000-01804
11/6/2018
Residential New - SF
Finaled
WATER HEATER (2 OTY) AND NEW LANDSCAPE***Modified scope of work to add
4,799
install VIF sewerage ejector pump to be installed per plan notes on sheet C-2 dt
7/16/19***
18000-01832
10/23/2018
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (2390 SF) WITH BASEMENT (1798 SF)***Add 400 amps
4,188
to scope of work is approved by utilities dt***
18000-01849
1/7/2019
Residential New - SF
Finaled
UNIT 1: NEW 2 -STORY HOUSE (1803 SF) WITH ATTACHED GARAGE (212 SF) (356
2,015
& 358 Hawthorne at front of lot - 357 Bryant Court at rear of lot)
18000-01850
1/7/2019
Residential New - SF
Finaled
UNIT 2: NEW 2 -STORY HOUSE (1791 SF) WITH ATTACHED GARAGE (212 SF) (356
2,003
& 358 Hawthorne at front of lot - 357 Bryant Court at rear of lot)
18000-01851
1/7/2019
Residential New - SF
Finaled
UNIT 3: NEW 1 -STORY HOUSE (967 SF) WITH ATTACHED GARAGE (237 SF) (357
1,204
Bryant Court at rear of lot - 356 & 358 Hawthorne Ave at front of lot)
18000-01877
10/11/2018
Residential New - SF
Finaled
NEW 2 -STORY SFR WITH ATTACHED 2 -CAR GARAGE, TANKLESS WATER HEATER
3,437
AND A/C
18000-01960
11/16/2018
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2047 SF. (DEMO RESIDENCE IN
2.047
PREPARATION FOR NEW HOME CONSTRUCTION. UNDER SEPARATE PERMIT)
18000-02003
11/1/2018
Residential New - SF
Finaled
NEW 2 -STORY SFR (3341 SF) WITH ATTACHED GARAGE (256 SF) TANKLESS
3,597
WATER HEATER AND A/C
18000-02056
4/5/2019
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (2672SF) WITH A/C AND TANKLESS WATER HEATER.
2,672
18000-02073
12/17/2018
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (2264 SF), WITH ATTACHED GARAGE (213 SF)
2,477
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2366 SF WITH BASEMENT 1640 SF
18000-02173
7/29/2019
Residential New - SF
Finaled
AND ATTACHED SINGLE CAR GARAGE 231SF. INCLUDES LEVEL 2 ELECTRIC
4,237
VEHICLE CHARGING UNIT ON SIDE OF GARAGE.
18000-02215
12/2/2019
Residential New - SF
Finaled
NEW 2 -STORY SFD (3452 SF) WITH ATTACHED GARAGE (2227 SF)
3,679
18000-02235
2/6/2019
Residential New - SF
Finaled
NEW 2 -STORY SFR (1643 SF) WITH ATTACHED GARAGE (225 SF) AND TANKLESS
1,868
WATER HEATER.
NEW 2 -STORY SFR (1652 SF) WITH ATTACHED GARAGE (225 SF) AND TANKLESS
18000-02236
2/6/2019
Residential New - SF
Finaled
WATER HEATER. HOUSE IS AT REAR OF LOT (FRONT HOUSE UNDER 845
1,877
WEBSTER)
18000-02291
8/28/2019
Residential New - SF
Permit Issued
RES: FRONT HOUSE: 2 -STORY SINGLE FAMILY RESIDENCE, 2102 SF WITH
2,332
ATTACHED GARAGE 230 SF
18000-02292
8/28/2019
Residential New - SF
Permit Issued
RES: REAR HOUSE: 2 -STORY SINGLE FAMILY RESIDENCE 2102 SF AND
2,332
ATTACHED GARAGE 230 SF
18000-02294
1/8/2019
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE. (NEW DETACHED GARAGE 372 SF
2.949
UNDER SEPARATE PERMIT)
18000-02324
3/27/2019
Residential New - SF
Finaled
NEW 2 -STORY HOUSE (3993 SF) WITH BASEMENT(2066 SF)
6,059
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2955SF WITH BASEMENT 1971SF.
18000-02401
7/1/2019
Residential New - SF
Finaled
***grading permit and letter regarding dewatering required to be submitted,
4,926
reviewed and approved prior to building issuance***
18000-02568
4/19/2019
Residential New - SF
Finaled
NEW 2 -STORY FAMILY HOUSE (2908 SF) WITH ATTACHED GARAGE (235 SF)
3,143
Item 9: Staff Report Pg. 21 Packet Pg. 223 of 435
Item 9
Attachment A - Second
Supplement to
18000-02617
4/12/2019
Residential New - SF
Finaled
NEW 2 -STORY HOME (2101 SF) WITH ATTACHED GA 3,783
Development Impact Fee
BASEMENT (1459 SF) INCLUDES A/C AND TANKLESS
NEW 2 -STORY SINGLE FAMILY RESIDENCE 5800SF (N Justification AB 602
18000-02657
12/10/2019
Residential New - SF
Finaled
5,800
GARAGE WITH WORKSHOP ON 2ND FLOOR 2040SF S
18000-02733
4/15/2019
Residential New - SF
Finaled
NEW ONE STORY SINGLE FAMILY RESIDENCE 2,277SF WITH ATTACHED GARAGE
2.498
221SF.
NEW SINGLE STORY SFD (2920 SF) WITH ATTACHED ONE CAR GARAGE (244 SF).
18000-02819
2/1/2019
Residential New - SF
Finaled
SCOPE OF WORK INCLUDES TANKLESS WATER HEATER. ****PW to stamp
3,164
approved sets****
18000-02840
6/28/2019
Residential New - SF
Finaled
NEW ONE STORY SINGLE FAMILY RESIDENCE 2706SF AND ATTACHED 211SF
2.917
GARAGE.
18000-02940
4/16/2019
Residential New - SF
Finaled
NEW TWO STORY SINGLE FAMILY DWELLING (2474 SF) AND ATTACHED
3,176
GARAGE (702 SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER
18000-03023
6/11/2019
Residential New - SF
Finaled
NEW ONE STORY SINGLE FAMILY DWELLING (1479 SF).
1,479
NEW 2 -STORY ACCESSORY HOUSE (2689 SF) WITH ATTACHED ONE CAR
18000-03059
6/17/2019
Residential New - SF
Finaled
GARAGE (300 SF) ***4/2/19 Scope of work modified to New two story main house
3,031
(2731 sf) with attached garage (300 sf)
18000-03123
6/3/2019
Residential New - SF
Finaled
NEW TWO STORY SINGLE FAMILY RESIDENCE 2856 WITH BASEMNT 2025SF AND
5.092
ATTACHED GARAGE 211SF
18000-03177
10/15/2020
Residential New - SF
Finaled
TWO STORY SFR (2784 SF) WITH ATTACHED GARAGE (269 SF) TANKLESS WATER
3,053
HEATER AND A/C.
18000-03265
8/21/2019
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2,730 SF WITH BASEMENT 1,515 SF
4,486
AND ATTACHED GARAGE 241SF
19000-00005
9/17/2019
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 1957 SF WITH BASEMENT 991 SF.
2,948
19000-00123
5/20/2019
Residential New - SF
Finaled
NEW 2 -STORY HOUSE WITH ATTACHED GARAGE, A/C AND TANKLESS WATER
2,855
HEATERS (QTY 2)
19000-00202
5/24/2019
Residential New - SF
Finaled
NEW SINGLE STORY HOME (2380 SF) WITH ATTACHED GARAGE (441 SF) WITH
2,821
A/C AND TANKLESS WATER HEATER.
19000-00332
6/26/2019
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2772 SF WITH BASEMENT 1643 SF
4,415
19000-00339
9/4/2019
Residential New - SF
Permit Issued
2 -STORY SINGLE FAMILY RESIDENCE 5796 SF WITH BASEMENT 3301 SF.
9,097
19000-00387
6/12/2019
Residential New - SF
Finaled
NEW ONE STORY HOUSE (2355 SF) WITH ATTACHED GARAGE (220 SF). SCOPE
2,575
OF WORK INCLUDES A TANKLESS WATER HEATER.
19000-00410
7/19/2019
Residential New - SF
Finaled
NEW 2 -STORY HOUSE (2330 SF) WITH ATTACHED GARAGE (221SF) INCLUDING
2,551
A/C AND TANKLESS WATER HEATER.
19000-00508
6/19/2019
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE (2561 SF) INCLUDES INSTALL (N)
2,561
A/C, TANKLESS WATER HEATER AND 200 AMP UPGRADE.
19000-00531
10/28/2019
Residential New - SF
Finaled
RES: TWO STORY HOUSE (2092.6 SF) WITH BASEMENT (1401 SF)
3,494
19000-00575
7/12/2019
Residential New - SF
Finaled
NEW 2 -STORY (2422 SF) WITH ATTACHED GARAGE (275 SF) TANKLESS WATER
2,697
HEATER AND A/C.
SINGLE STORY SFD (2725 SF) WITH ATTACHED ONE CAR GARAGE (259 SF) AND
19000-00588
2/12/2022
Residential New - SF
Permit Issued
COVERED PORCHES (370 SF). SCOPE OF WORK INCLUDES TWO TANKLESS
2,984
WATER HEATERS.
19000-00627
8/19/2019
Residential New - SF
Finaled
SINGLE STORY SFR (2918 SF) WITH ATTACHED GARAGE (290 SF),TANKLESS
3,208
WATER HEATER, A/C AND HEAT PUMP.
19000-00641
9/6/2019
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (2696 SF) WITH ATTACHED GARAGE (213 SF) G& E not
2,909
required
19000-00723
8/6/2019
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (3660 SF) WITH ATTACHED GARAGE (410 SF)
4,070
19000-00765
8/6/2019
Residential New - SF
Finaled
NEW 2 STORY SINGLE FAMILY RESIDENCE WITH ATTACHED GARAGE 219SF
3,370
19000-00811
10/10/2019
Residential New - SF
Finaled
NEW 2 -STORY 3083SF SINGLE FAMILY RESIDENCE. ***change in scope of work
3,083
to remove the basement*** 10/7/19 oc
19000-00850
7/18/2019
Residential New - SF
Finaled
NEW 2 -STORY SFR (2371 SF) WITH ATTACHED GARAGE (273 SF) WITH A/C (QTY
2,644
2) AND TANKLESS WATER HEATER.
19000-00851
8/9/2019
Residential New - SF
Finaled
NEW TWO STORY SFD (2248 SF). SCOPE OF WORK INCLUDES A TANKLESS
2.688
WATER HEATER.
19000-00888
8/6/2019
Residential New - SF
Finaled
NEW TWO STORY HOUSE (3672 SF), WITH BASEMENT (1,177.27 SF)
4,849
19000-00898
10/22/2019
Residential New - SF
Finaled
ONE STORY HOUSE WITH A BASEMENT (3282 SF) WITH ATTACHED GARAGE (231
3,513
SF). SCOPE OF WORK INCLUDES A TANKLESS WATER HEATER.
19000-00902
10/25/2019
Residential New - SF
Finaled
NEW ONE STORY (3509 SF) WITH ATTACHED GARAGE (479 SF)
3,988
19000-00907
7/18/2019
Residential New - SF
Finaled
NEW (2) STORY SINGLE FAMILY 2250 SF RESIDENCE AND BASEMENT 1440 SF
3.914
WITH ATTACHED GARAGE 224 SF.
19000-00918
8/29/2019
Residential New - SF
Finaled
NEW ONE STORY HOUSE (1943 SFT) WITH BASEMENT (1330 SF)
3,272
19000-00936
1/10/2020
Residential New - SF
Finaled
NEW 2 -STORY SFR (2319 SF) WITH ATTACHED GARAGE (229 SF) WITH TANKLESS
2,548
WATER HEATER AND A/C.
19000-00938
9/10/2019
Residential New - SF
Finaled
NEW SINGLE STORY SFD (2453 SF) WITH ATTACHED GARAGE (223 SF). SCOPE OF
2,676
WORK INCLUDES A TANKLESS WATER HEATER.
NEW 2 -STORY SINGLE FAMILY RESIDENCE 4,606SF WITH BASEMENT 2421SF
19000-00994
9/3/2019
Residential New - SF
Finaled
AND ATTACHED GARAGE 223SF. INCLUDES (1) LEVEL 2 EVSE AND (1) LEVEL 3
7,250
EVSE AT GARAGE AREA. PHOTOVOLTAIC SYSTEM DEFERRED TO SEPARATE
PERMIT.
19000-01004
10/28/2019
Residential New - SF
Finaled
NEW TWO STORY HOUSE (2575 SF) WITH ATTACHED GARAGE (260 SF)
2,835
19000-01043
10/11/2019
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (2493 SF) HOUSE IS ALL ELECTRIC
2,493
19000-01092
9/18/2019
Residential New - SF
Finaled
NEW SFR (3116 SF) WITH BASEMENT (2834 SF) ATTACHED GARAGE (441 SF) A/C
6,391
AND TANKLESS WATER HEATER.
19000-01111
9/9/2019
Residential New - SF
Finaled
ONE-STORY HOUSE (3358 SF) WITH ATTACHED GARAGE (340 SF) AND
6,859
BASEMENT (3161 SF)
19000-01142
9/13/2019
Residential New - SF
Expired
NEW TWO-STORY HOUSE (3021 SF) WITH BASEMENT (1821 SF)
4,842
19000-01236
10/7/2019
Residential New - SF
Finaled
NEW TWO STORY HOUSE (2104 SF), WITH ATTACHED GARAGE (211 SF) AND
3,750
BASEMENT (1435 SF)
19000-01310
8/22/2019
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2185 SF WITH ATTACHED GARAGE
2,403
218 SF
19000-01381
1/30/2020
Residential New - SF
Finaled
NEW ONE STORY HOUSE (3787 SF) WITH ATTACHED GARAGE (216 SF)
4,003
19000-01417
8/19/2019
Residential New - SF
Finaled
NEW 2 -STORY SFD (2228 SF) WITH ATTACHED GARAGE (221 SF)
2,449
19000-01453
2/13/2020
Residential New - SF
Finaled
2 -STORY SFR (3247 SF) WITH BASEMENT (871 SF) ON EMPTY LOT. TO INCLUDE
4,423
HEAT PUMP FOR COOLING AND BOILER UNIT FOR WATER HEATING
19000-01479
11/26/2019
Residential New - SF
Finaled
NEW 1 -STORY WOOD FRAMED HOUSE (3032 SF) WITH ATTACHED GARGE (219
3,251
Item 9: Staff Report Pg. 22 Packet Pg. 224 of 435
Item 9
Attachment A - Second
Supplement to
19000-01485
9/6/2019
Residential New - SF
Finaled
NEW 2 -STORY SFD (2482 SF) WITH ATTACHED GARA
Development Impact F�4,272
(1558 SF) COVERED PORCH (265 SF) AND AMMR FOR
Justification AB 602
19000-01501
9/23/2019
Residential New - SF
Permit Issued
2 -STORY HOUSE (2729 SF) WITH ATTACHED GARAGE
19000-01519
7/14/2020
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (3166 SF)
3,166
19000-01608
3/6/2020
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2,265 SF. INCLUDES TANKLESS
2,265
WATER HEATER. DETACHED GARAGE UNDER SEPARATE PERMIT.
19000-01723
10/3/2019
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2,687 SF AND 220 SF ATTACHED
2.907
GARAGE.
NEW 2 -STORY SINGLE FAMILY RESIDENCE 3,970 SF CONDITIONED SPACE AND
19000-01844
1/10/2020
Residential New - SF
Finaled
698 SF AGGREGATE COVERED PATIO. (NEW DETACEHED GARAGE 257 SF WITH
4,227
HALF BATH UNDER SEPARATE PERMIT)
19000-01879
11/15/2019
Residential New - SF
Finaled
NEW 2 STORY SINGLE FAMILY RESIDENCE 2217 SF (DETACHED GARAGE 221 SF
2.438
UNDER SEPARATE PERMIT)
19000-01922
6/2/2020
Residential New - SF
Finaled
NEW 2 -STORY HOUSE (2419 SF) WITH ATTACHED GARAGE (220 SF), ATTACHED
2,639
COVERED PORCH AND PATIO (428 SF) (Batched Outside to Shum Coda)
19000-01955
7/2/2020
Residential New - SF
Finaled
NEW TWO-STORY HOUSE (2773 SF) WITH ATTACHED GARAGE (237 SF)
3,010
19000-01959
12/9/2019
Residential New - SF
Finaled
NEW ONE STORY HOUSE ATTACHED ONE CAR GARAGE (3015 SOFT)
3,015
19000-01986
12/13/2019
Residential New - SF
Finaled
TORY HOUSE (5557 SF), WITH ATTACHED GARAGE (443 SF), BASEMENT (3518
9,519
S2Fl
19000-01989
12/12/2019
Residential New - SF
Finaled
NEW 2 -STORY HOME (3521 SF) WITH A/C AND TANKLESS WATER HEATER.
3,863
19000-02110
2/12/2020
Residential New - SF
Finaled
NEW 2 -STORY SFR (3349 SF) WITH ATTACHED GARAGE (289SF) TANKLESS
3,638
WATER HEATER, A/C AND 200 AMP SERVICE.
19000-02122
1/28/2020
Residential New - SF
Finaled
NSFR 1697SF SINGLE STORY
1,697
19000-02156
1/15/2020
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 3,686 SF WITH ATTACHED GARAGE
4,137
451 SF. ***no grading permit required**
19000-02210
11/12/2019
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY HOUSE (2463 SF) WITH ATTACHED GARAGE (214
2.677
19000-02213
2/19/2020
Residential New - SF
Permit Issued
SFR 2 STORY 3088 SF WITH ATTACHED GARAGE (220 SF) AND BASEMENT (1600
4,908
19000-02237
5/28/2020
Residential New - SF
Finaled
SINGLE STORY SFR WITH ATTACHED GARAGE (3730 SF) TO INCLUDE A/C,
3,730
TANKLESS WATER HEATER HEAT PUMP, 400 AMP ELECTRICAL SERVICE
19000-02290
7/2/2020
Residential New - SF
Permit Issued
2 -STORY SFR (4257 SF) WITH A/C UNITS (2) TANKLESS WATER HEATER (2) AND
4,257
EVSE (BATCHED 4LEAF)
NEW SFR (2276 SF) CONDITIONED SPACE WITH ATTACHED GARAGE (256 SF)
19000-02312
6/16/2020
Residential New - SF
Finaled
A/C, TANKLESS WATER HEATER AND EVSE. (BATCHED OUTSIDE PLAN CHECK
2,532
4LEAF)
19000-02491
12/18/2019
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 3,527 SF WITH BASEMENT 2,063 SF
5,591
WITH 400 AMP SERVICE
19000-02750
8/18/2020
Residential New - SF
Finaled
NEW 2 -STORY HOUSE (3799 SF) WITH ATTACHED GARAGE (391 SF) AND
6,697
BASEMENT (2507 SF) PORCH (586 SF)
2 -STORY SFR (2766 SF) WITH BASEMENT (1877 SF) COVERED PORCH AREAS (676
19000-02797
8/20/2020
Residential New - SF
Finaled
SF) TO INCLUDE TWO (2) A/C AND TWO (2) TANKLESS WATER HEATERS.
5,224
(BATCHED SHUM CODA) - Grading Permit Required -See Attached in documents.
19000-02817
2/24/2020
Residential New - SF
Finaled
NEW 2 -STORY SFR (2725 SF) WITH ATTACHED GARAGE (214 SF) COVERED
2.939
PORCH AREAS (742 SF) TANKLESS WATER HEATER AND A/C.
19000-02858
1/29/2021
Residential New - SF
Finaled
TWO-STORY HOUSE (2999 SF) WITH ATTACHED GARAGE (210 SF)
3,209
19000-02895
5/7/2020
Residential New - SF
Finaled
NEW 2 -STORY HOUSE (2753 SF) WITH ATTACHED GARAGE (217 SF) - no grading
2.970
permit required.
19000-02922
6/25/2020
Residential New - SF
Finaled
NEW 2 -STORY SFR (2292 SF) WITH ATTACHED GARAGE (200 SF)
2,493
19000-02925
9/8/2020
Residential New - SF
Finaled
2 -STORY SFR (2062 SF) WITH A/C AND TANKLESS WATER HEATER.
2,062
19000-03036
6/9/2020
Residential New - SF
Finaled
NEW TWO STORY RESIDENCE (2784 SF) WITH ATTACHED ONE CAR GARAGE
3,006
(224 SF) 19PLN-00227 (BATCHED TO 4LEAF)
RES: 1 STORY HOUSE (4889 SF), ATTACHED GARAGE (524 SF), WITH BASEMENT
19000-03112
10/15/2020
Residential New - SF
Permit Issued
(3833 SF), AND COVERED PORCHES (300 SF) **GRADING PERMIT REQUIRED - P.
9,246
CHUN**
19000-03145
9/9/2020
Residential New - SF
Finaled
NEW 2 -STORY HOUSE (2796 SF) WITH ATTACHED GARAGE (220 SF)
3,016
19000-03177
8/7/2020
Residential New - SF
Finaled
NEW 2 -STORY SFR (2625 SF) WITH ATTACHED GARAGE (242 SF) WITH TANKLESS
2,867
WATER HEATER, A/C AND 200 AMP ELECTRICAL SERVICE. (BATCHED TO 4 LEAF)
19000-03181
6/2/2020
Residential New - SF
Finaled
NEW TWO STORY SINGLE FAMILY HOME, WITH A/C AND BOILER. NEW
3,357
LANDSCAPING THROUGHOUT.(Batched Outside to Shum Coda)
19000-03201
7/2/2020
Residential New - SF
Finaled
NEW 2 -STORY HOUSE WITH ATTACHED 1 CAR GARAGE
3,431
NEW 2 -STORY SFR (2835 SF) WITH ATTACHED GARAGE (237 SF) TO INCLUDE
19000-03206
11/4/2020
Residential New - SF
Finaled
TANKLESS WATER A/C AND 200 AMP ELECTRICAL SERVICE.(Batched Outside
3,072
Shum Coda)
19000-03224
9/2/2020
Residential New - SF
Finaled
NEW 2 -STORY SFR (2403 SF) TO INCLUDE A/C (QTY 2) (BATCHED OUTSIDE 4
2.483
LEAF)
19000-03275
11/4/2020
Residential New - SF
Finaled
NEW CONSTRUCTION OF 2,400 SF TWO STORY HOUSE WITH ATTACHED
2.708
GARAGE 308 SF 18PLN-00318 (BATCHED OUTSIDE 4 LEAF)
19000-03292
8/18/2020
Residential New - SF
Finaled
NEW CONSTRUCTION OF A 2390 SF ONE STORY HOUSE WITH ATTACHED
2,604
GARAGE 214 SF
19000-03297
2/8/2021
Residential New - SF
Finaled
TWO STORY SINGLE FAMILY DWELLING (2103 SF ) WITH BASEMENT LEVEL (1601
3,704
SF ) , NEW HARDSCAPING AND LANDSCAPING. (CHANGE OF SCOPE 10/6/20)
19000-03301
8/16/2021
Residential New - SF
Permit Issued
2 -STORY HOUSE (4509 SF) WITH BASMENT (3070 SF) AND ATTACHED GARAGE
8,004
(425 SF) (grading and excavation permit required)
19000-03307
1/20/2021
Residential New - SF
Finaled
NEW TWO STORY HOUSE (2984 SF) WITH ATTACHED GARAGE (459 SF)
3,443
19000-03329
8/17/2020
Residential New - SF
Finaled
CONCURRENT REVIEW WITH ARB 19PLN-00390 NEW 2 -STORY HOUSE (3088 SF)
4,249
WITH BASEMENT (1161 SF)
19000-03344
10/23/2020
Residential New - SF
Finaled
ONE-STORY HOUSE (2154 SF) WITH ATTACHED GARAGE (256 SF), FRONT/BACK
2,410
PORCHES (62 SF)
19000-03350
9/3/2020
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 2,841 SF WITH ATTACHED GARAGE
3,074
233 SF. INCLUDES 350 SF COVERED PORCH(BATCHED OUTSIDE 4 LEAF)
19000-03366
8/13/2020
Residential New - SF
Finaled
RESIDENTIAL CONSTRUCTION OF NEW ONE STORY HOUSE (-3314 SF), AND
3,739
ATTACHED GARAGE (425 SF) INSTALL TANK LESS WATER HEATER.
20000-00282
8/18/2020
Residential New - SF
Finaled
NEW ONE-STORY HOUSE (3660 SF) WITH ATTACHED GARAGE (504 SF),
4,164
COVERED PORCHES (75 SF)
Item 9: Staff Report Pg. 23 Packet Pg. 225 of 435
Item 9
Attachment A - Second
Supplement to
20000-00337
6/10/2020
Residential New - SF
Finaled
BUILD NEW TWO STORY HOUSE WITH ATTACHED G
Development Impact Fee
Justification AB 602
6.000
20000-00465
7/15/2020
Residential New - SF
Finaled
CONSTRUCTION OF 2 STORY SINGLE FAMILY HOUSE
2,456
ASSOCIATED LANDSCAPE AND SITE WORK. (BATCHE
20000-00469
11/18/2020
Residential New - SF
Finaled
TWO STORY HOUSE 2696 SF WITH ATTACHED GARAGE 213 SF 19PLN-00308
2,909
20000-00487
10/27/2020
Residential New - SF
Finaled
NEW 2 -STORY SFR WITH ATTACHED GARAGE. TO INCLUDE A/C AND TANKLESS
2,644
WATER HEATER. (BATCHED SHUMS CODA)
20000-00525
7/14/2021
Residential New - SF
Finaled
1 -STORY HOME (1705 SF) ON A FLAG LOT WITH ATTACHED GARAGE (229SF)
1,934
20000-00548
10/27/2020
Residential New - SF
Finaled
NEW 2 -STORY SINGLE FAMILY RESIDENCE 3575 SF AND BASEMENT 2403 SF AND
6,183
206 SF ATTACHED GARAGE.
20000-00579
9/4/2020
Residential New - SF
Finaled
NEW CONSTRUCTION OF A 2637 SF TWO STORY HOUSE WITH ATTACHED
2,851
GARAGE 214 SF 19PLN-00316.
2 -STORY SFR (2200 SF) WITH ATTACHED GARAGE (230 SF). A/C, TANKLESS
20000-00594
9/1/2020
Residential New - SF
Finaled
WATER HEATER, 200 AMP SERVICE. PV DEFERRED. (BATCHED 4LEAFI **No
2,430
grading permit required**
20000-00624
6/25/2020
Residential New - SF
Finaled
NEW 2 STORY SFR 2720 SF WITH ATTACHED GARAGE 223 SF.
2,942
20000-00665
5/3/2021
Residential New - SF
Finaled
ONE STORY, SINGLE FAMILY RESIDENCE -5799 SF WITH FULL BASEMENT. -5239
11,038
SF AND ASSOCIATED LANDSCAPING (GRADING PERMIT WILL BE REQUIRED)
SFR (4200 SF) WITH ATTACHED GARAGE (281 SF) TO INCLUDE COVERED
PORCHES (545 SF) 3 TANKLESS WATER HEATERS AND 2 A/C UNITS. ***basement
(905 SF) to be removed from scope, given valuation to change from $1,250,000
to $1,000,000 and calculated valuation to change from $665,409.28 to
$554,582.98 per applicant revision 1/22*** ***21BLD-00033: REVISION TO
20000-00668
1/8/2021
Residential New - SF
Finaled
INCLUDE REMOVAL OF BASEMENT AND ASSOCIATED ASPECTS (LIGHTWELL,
4,481
SUMP PUMPS) FROM APPROVED SCOPE OF WORK. ADDING POWDER ROOM,
MECHANICAL ROOM. DOORS AT FAMILY AND MECHANICAL ROOM. UPDATED
DOOR & WINDOW SCHEDULE, T24, FOUNDATION PLAN AND LOCATION OF
20000-00670
7/2/2020
Residential New - SF
Finaled
CONSTRUCT A NEW SINGLE STORY RESIDENCE -2376 SF WITH ATTACHED
2,601
GARAGE -221 SF
20000-00701
6/7/2021
Residential New - SF
Permit Issued
2 -STORY SFR (2800 SF) AND ATTACHED GARAGE (446 SF) WITH A/C, TANKLESS
3,246
WATER HEATER ON AN EMPTY LOT.
20000-00712
9/3/2020
Residential New - SF
Finaled
NEW 2 -STORY SFR (2767 SF) WITH ATTACHED GARAGE (257 SF) AND BASEMENT
4,805
(1781 SF) A/C (QTY 3) AND TANKLESS WATER HEATERS (QTY 2)
20000-00791
11/17/2020
Residential New - SF
Finaled
RESIDENTIAL NEW ONE STORY 5 BEDROOM, S BATH, 1 HALF BATH HOUSE OF
3,965
3,505.03 S.F. AND 460.49 S.F. GARAGE TOTALING 3,965.52 S.F.
20000-00870
11/3/2020
Residential New - SF
Finaled
SFR (2548 SF) WITH ATTACHED GARAGE (227 SF) COVERED REAR PATIO (140 SF)
2,775
ATTACHED TRELLIS AT ENTRY (94 SF) TANKLESS WATER HEATER AND A/C.
20000-01012
2/8/2021
Residential New - SF
Expired
RESIDENTIAL 2 -STORY SFR (2811 SF)
2,811
20000-01017
3/25/2021
Residential New - SF
Finaled
19PLN-00199: TWO-STORY SINGLE FAMILY RESIDENCE WITH ATTACHED ONE-
2,900
CAR GARAGE
20000-01198
11/19/2020
Residential New - SF
Finaled
CONSTRUCTION OF A NEW 1,549 SF ONE-STORY SINGLE FAMILY RESIDENTIAL
1,777
STRUCTURE. **No Grading permit required**
TWO STORY RESIDENCE ( 2287 sf) WITH FINISHED BASEMENT ( 1715 sf) AND
20000-01479
7/12/2021
Residential New - SF
Permit Issued
ATTACHED GARAGE. (431 sf) NEW LANDSCAPING THROUGHOUT. Do not issue-
4,433
Grading permit required.
20000-01552
2/9/2021
Residential New - SF
Permit Issued
TWO STORY HOUSE 2995 SF 19PLN-00301
2,995
20000-01949
3/8/2021
Residential New - SF
Finaled
NEW 2 STORY HOUSE (2364 SF), WITH ATTACHED GARAGE (236 SF)
2,600
TWO (2) STORY, SINGLE FAMILY RESIDENCE WITH ATTACHED GARAGE -2343 SF
20000-01979
3/22/2021
Residential New - SF
Finaled
AND CORRESPONDING SITE ALTERATIONS, INCLUDING NEW HARDSC -
2,343
REVISION TO 20000-01979: MAIN ELECTRICAL PANEL CONNECTION REVISED
TO BE UNDERGROUND
20000-02004
5/14/2021
Residential New - SF
Finaled
ONE STORY SFR 2950 SF WITH ATTACHED GARAGE
3,232
20000-02072
3/22/2021
Residential New - SF
Finaled
TWO-STORY HOUSE (2660 SF), WITH ATTACHED ONE CAR GARAGE (270 SF) No
2,930
Grading permit required.
20000-02136
6/16/2021
Residential New - SF
Permit Issued
NEW TWO STORY SFR WITH ATTACHED GARAGE 18PLN-00269
3,230
20000-02634
8/16/2022
Residential New - SF
Permit Issued
TWO STORY HOUSE (2771 SF) WITH BASEMENT (1,632 SF), FRONT, BACK, AND
4,403
SIDE PORCHES (326 SF)
21BLD-00090
3/25/2021
Residential New - SF
Finaled
NEW 1 -STORY SINGLE FAMILY HOUSE (1364 SF) *no grading permit required*
1,364
21BLD-00473
12/13/2021
Residential New - SF
Finaled
ONE-STORY SINGLE FAMILY RESIDENTIAL STRUCTURE, 1,455 SF
1,455
21BLD-00548
9/20/2021
Residential New - SF
Finaled
ONE STORY SFR 1,170 SF
1,170
21BLD-00668
10/6/2021
Residential New - SF
Permit Issued
ONE STORY SINGLE FAMILY RESIDENCE -3626 SF WITH ATTACHED CARPORT
3,626
21BLD-00699
9/8/2021
Residential New - SF
Finaled
STORY HOUSE OF 2549 SQ.FT WITH ATTACHED SINGLE CAR GARAGE (200
2,749
SF)
21BLD-00704
2/23/2022
Residential New - SF
Permit Issued
2 -STORY HOUSE SINGLE FAMILY RESIDENCE ON A 6475 SF LOT. WITH 2474 SF
2,691
LMNG AREA, 217 SF GARAGE, TOTALING 2692 SF.
21BLD-00791
6/28/2021
Residential New - SF
Finaled
2 -STORY SINGLE FAMILY RESIDENCE WITH 1 CAR ATTACHED GARAGE
2,592
NEW 2 -STORY SINGLE FAMILY RESIDENCE 3,344SF CONDITIONED SPACE WITH
ATTACHED GARAGE 488SF. 156 SF COVERED PORCH. NEW ELECTRIC SERVICE
21BLD-00837
8/4/2021
Residential New - SF
Finaled
400AMPS. (SEPARATE RELATED PERMITS FOR 219 SF PERGOLA,
3,792
DECONSTRUCTION OF EXISTING HOUSE 1389SF AND DETACHED GARAGE 476
SF) (DEFERRED SOLAR AND ELECTRIC VEHICLE EQUIPMENT)
21BLD-00919
9/7/2021
Residential New - SF
Expired
CONSTRUCTION OF A NEW TWO STORY RESIDENCE 2861 SF WITH AN
3,315
ATTACHED GARAGE OF 454 SF
NEW 2 -STORY RESIDENCE 5,S37SF WITH ATTACHED GARAGE 459SF (NEW
21BLD-00964
10/6/2021
Residential New - SF
Permit Issued
DETACHED ADU 897SF UNDER PERMIT 21BLD-00965 AND NEW ACCESSORY
5,996
BUILDING 120SF WITH COVERED PATIO 21BLD-00967)
21BLD-01006
9/28/2021
Residential New - SF
Finaled
2 -STORY RESIDENCE -2095 SF WITH BASEMENT -1447 SF AND ATTACHED
3,770
GARAGE -228 SF. **Do not issue -grading permit required**
21BLD-01192
1/3/2022
Residential New - SF
Permit Issued
2 -STORY SFR (2564 SF) WITH BASEMENT (1636 SF) 400 AMP ELECTRICAL
4,530
SERVICE, HEAT PUMP AND TRASH ENCLOSURE.
21BLD-01391
4/8/2022
Residential New - SF
Permit Issued
TWO STORY HOUSE (3938 SF), ATTACHED GARAGE (237 SF) , FULL BASEMENT
7,686
(3511 SF)***The approved plans and document are for permit #21BLD-01393***
Item 9: Staff Report Pg. 24 Packet Pg. 226 of 435
Item 9
Attachment A - Second
Supplement to
21BLD-01621
1/20/2022
Residential New - SF
Finaled
2 -STORY HOUSE (3127 SF) WITH ATTACHED GARAGE
Development Impact Fee
Justification AB 602
3.342
21BLD-01684
1/13/2022
Residential New - SF
Permit Issued
TWO STORY SFR 2550 SF 20PLN-00239
2,776
21BLD-01805
12/8/2021
Residential New - SF
Finaled
1 -STORY HOUSE (2254 SF) WITH ATTACHED GARAGE
2,672
21BLD-01821
10/14/2021
Residential New - SF
Permit Issued
2 STORY SINGLE FAMILY RESIDENCE (5330 SF) WITH PARTIAL BASEMENT (1831
7.161
SF) WITH BREEZEWAY, ATTACHED ADU (800 SF) **Grading permit required**
21BLD-01956
12/1/2021
Residential New - SF
Permit Issued
SFR (2521 SF) WITH ATTACHED GARAGE (226 SF) 200 AMP ELECTRICAL SERVICE,
2.747
HEAT PUMP AND HEAT PUMP WATER HEATER.
21BLD-02207
12/15/2021
Residential New - SF
Finaled
SINGLE STORY RESIDENCE 2202 SF. & ATTACHED GARAGE 514 SF WITH 579 S.F.
2,716
COVERED PORCHES
21BLD-02385
2/2/2022
Residential New - SF
Finaled
2 -STORY HOUSE -3258 WITH ATTACHED GARAGE -200
3,458
NEW SFR (2865 SF) WITH BASEMENT (2805 SF) AND ATTACHED GARAGE (564 SF)
21BLD-02434
6/21/2022
Residential New - SF
Permit Issued
TO INCLUDE HEAT PUMP, HEAT PUMP WATER HEATER OUTDOOR KITCHEN
6,235
AND 400 AMP ELECTRICAL SERVICE.
TWO-STORY SINGLE FAMILY HOME WITH A SINGLE STORY (3,554 SF),
21BLD-02783
10/20/2022
Residential New - SF
Permit Issued
ATTACHED GARAGE (789 SF), BASEMENT (1625 SF) [DETACHED ACCESSORY
5,968
UNIT IN REAR YARD (691 SF) on separate permit]
21BLD-02944
2/17/2022
Residential New - SF
Finaled
RES: SINGLE STORY SFR (3158 SF) WITH ATTACHED GARAGE (462 SF), HEAT
3,620
PUMP AND HEAT PUMP WATER HEATER.
21BLD-03052
6/7/2022
Residential New - SF
Permit Issued
ONE STORY HOUSE 2,253 SF, WITH ATTACHED GARAGE 310 SF
2,563
22BLD-00019
5/11/2022
Residential New - SF
Permit Issued
SFR 2,778 SF WITH ATTACHED SINGLE STALL GARAGE. GRADING,
2,778
LANDSCAPING, & HARDSCAPE PER CIVIL & LANDSCAPE DRAWINGS.
22BLD-00107
4/28/2022
Residential New - SF
Permit Issued
RES: 3,954 SF. 2 -STORY, 3 -BED, 3.5 BATH SFR
4,208
22BLD-00129
10/24/2022
Residential New - SF
Permit Issued
TWO-STORYSHOUSE (2420 SF), WITH ATTACHED GARAGE (434 SF), PORCH (221
2,854
22BLD-00302
8/18/2022
Residential New - SF
Permit Issued
TWO-STORY HOUSE 4655 SF, WITH ATTACHED TWO -CAR GARAGE (424 SF).
5,079
ALSO PERMIT 22BLD-00302, 22BLD-00303 AND 22BLD-00304
22BLD-00433
8/24/2022
Residential New - SF
Permit Issued
2 -STORY HOUSE -2244 SF AND 434 SF ATTACHED GARAGE
2,675
22BLD-00502
7/13/2022
Residential New - SF
Permit Issued
Res: 2 -STORY SFR (2489 SF) WITH ATTACHED GARAGE (263 SF) TO INCLUDE
2.752
HEAT PUMP, HEAT PUMP WATER HEATER AND 200 AMP ELECTRICAL SERVICE.
22BLD-00603
6/5/2023
Residential New - SF
Permit Issued
SFR 2119 SF WITH BASEMENT 1758 SF AND ATTACHED GARAGE 347 SF
4,224
NEW 2 -STORY SFR (2,600 SF) WITH CONDITIONED BASEMENT (1,700 SF) AND
22BLD-00773
6/23/2022
Residential New - SF
Permit Issued
ATTACHED GARAGE (400 SF) TO INCLUDE HEAT PUMPS, HEAT PUMP WATER
4,700
HEATER, OUTDOOR KITCHEN, OUTDOOR FIREPLACE, AND 400 AMP ELECTRICA
SERVICE.
22BLD-00781
12/7/2022
Residential New - SF
Permit Issued
Res: ONE-STORY SFR -1448 SF
1,448
22BLD-00992
9/6/2022
Residential New - SF
Permit Issued
RES: 2 -STORY SFR (4,018 SF) WITH HEAT PUMP AND HEAT PUMP WATER
4,018
HEATER. 400 AMP ELECTRICAL SERVICE, EVCS
22BLD-01044
10/25/2022
Residential New - SF
Permit Issued
SFR (1883 SF) WITH BASEMENT (1868 SF)
3,982
22BLD-01048
11/17/2022
Residential New - SF
Permit Issued
Res: TWO STORY SFR 21PLN-00144
3,244
22BLD-01165
7/11/2023
Residential New - SF
Permit Issued
SFR: (3092 SF), ATTACHED GARAGE (231 SF) AND ATTACHED PORCH (76 SF)
3,323
22BLD-01219
11/17/2022
Residential New - SF
Permit Issued
TWO STORY SFR 3026 SF WITH ATTACHED GARAGE 231 SF
3,257
22BLD-01368
2/22/2023
Residential New - SF
Permit Issued
TWO STORY HOUSE (2515 SF)WITH ATTACHED GARAGE (247 SF) AND
2,772
UNCOVERED PARKING SPACE
22BLD-01371
9/27/2022
Residential New - SF
Finaled
NEW ONE-STORY HOUSE (717 SF) WITH 2 ATTACHED GARAGE (390 SF)
1,107
22BLD-01580
12/1/2022
Residential New - SF
Permit Issued
1 -STORY HOUSE WITH 2646 OF HABITABLE AREA, WITH ATTACHED GARAGE
2,873
227 SF, 87SF PORCH
22BLD-01643
11/4/2022
Residential New - SF
Permit Issued
NEW CONSTRUCTION OF A SINGLE STORY 3 BED AND 3 BATH HOUSE.
1,948
DETACHED GARAGE / ADU UNDER PERMIT
22BLD-01675
3/7/2023
Residential New - SF
Permit Issued
RES: SINGLE STORY HOME OF -3436 SF.
3,436
22BLD-01760
4/19/2023
Residential New - SF
Permit Issued
TWO STORY SFR 3239 SF WITH BASEMENT 1368 SF 21PLN-00337
4,607
NEW SINGLE STORY SFR 1500SF WITH ATTACHED GARAGE 232 SF ***THIS
22BLD-01880
8/1/2022
Residential New - SF
Finaled
PERMIT RECORD WILL TAKE PLACE OF 16000-02545, REFERENCE REVIEW, FEE,
1,732
DOCUMENT AND INSPECTION HISTORY IN 16000-02545
22BLD-01882
10/20/2022
Residential New - SF
Permit Issued
SINGLE STORY SFR (2399 SF) WITH ATTACHED GARAGE (226 SF) HEAT PUMP,
2,625
HEAT PUMP WATER HEATER, 200 AMP ELECTRICAL SERVICE.
22BLD-02107
12/14/2022
Residential New - SF
Permit Issued
RES: 2 -STORY SFR (3070 SF) WITH ATTACHED GARAGE (228 SF) HEAT PUMPS,
3.298
HEAT PUMP WATER HEATERS, AND 400 AMP ELECTRICAL SERVICE.
22BLD-02191
5/2/2023
Residential New - SF
Permit Issued
2 -STORY SFR (3515 SF) WITH BASEMENT (2,275 SF) ATTACHED GARAGE (227 SF)
6,017
HEAT PUMP, HEAT PUMP WATER HEATER AND 400 AMP ELECTRICAL SERVICE.
BUILD SFR (3108 SF) WITH ATTACHED GARAGE (455 SF) HEAT PUMP, HEAT
22BLD-02198
4/12/2023
Residential New - SF
Permit Issued
PUMP WATER HEATER SOLAR WATER HEATER, PV (5.1 kW) 12 MODULE SYSTEM,
3,563
EVCS (32 AMP/ LEVEL 2) AND 400 AMP ELECTRICAL SERVICE.
22BLD-02407
8/28/2023
Residential New - SF
Permit Issued
RES: 2 -STORY SFR WITH ATTACHED GARAGE, HEAT PUMPS, HEAT PUMP WATER
2,930
HEATER AND 400 AMP ELECTRICAL SERVICE.
22BLD-02890
3/29/2023
Residential New - SF
Permit Issued
NSFR -4,422 S.F.WITH ATTACHED TWO CAR GARAGE - 574 S.F.
4,996
22BLD-02965
8/28/2023
Residential New - SF
Permit Issued
CONSTRUCTION OF A NEW TWO STORY HOME -2270 SF W/ ATTACHED ONE
2.470
CAR GARAGE & AN ATTACHED ADU-797SF.
22BLD-03061
8/9/2023
Residential New - SF
Permit Issued
RES: BUILD SFR WITH HEAT PUMP, HEAT PUMP WATER HEATER, LANDSCAPING,
2,623
AND 200 AMP ELECTRICAL SERVICE.
2 -STORY SFR (3327 SF) WITH ATTACHED GARAGE, ENCLOSED HEAT PUMPS,
22BLD-03081
6/22/2023
Residential New - SF
Permit Issued
HEAT PUMP WATER HEATER GREY WATER SYSTEM, AND 400 AMP ELECTRICAL
3,327
SERVICE.
CONSTRUCTION OF A NEW TWO-STORY 3,824 SF HOUSE WITH 2,166 SF
22BLD-03175
8/22/2023
Residential New - SF
Permit Issued
BASEMENT. NEW COVERED PORCHES, 14ARDSCAPING AND LANDSCAPING.
5,990
(shares plans with new garage 22BLD-03176)
22BLD-03217
6/30/2023
Residential New - SF
Permit Issued
CONSTRUCT A NEW I STORY SINGLE FAMILY RESIDENCE WITH ATTACHED
2,623
GARAGE.
22BLD-03252
7/12/2023
Residential New - SF
Permit Issued
NEW 2 -STORY SFR (2096 SF) WITH ATTACHED GARAGE (449 SF) HEAT PUMP WA
2,545
23BLD-00219
6/28/2023
Residential New - SF
Permit Issued
RES: TWO STORY SFR 2966 22PLN-00389
2,966
23BLD-00422
9/5/2023
Residential New - SF
Permit Issued
CONSTRUCTION OF A (N) SINGLE STORY SFD OF -2,372 INCLUDING A ONE CAR
2,372
ATTACHED GARAGE
23BLD-00490
7/18/2023
Residential New - SF
Permit Issued
SFR (1831 SF) WITH HEAT PUMP, ELECTRICAL WATER HEATER, AND 200 AMP
1,831
ELECTRICAL SERVICE.
23BLD-00563
7/3/2023
Residential New - SF
Permit Issued
New two-story house -2398 sf. (permits 23b1d-00564/00565 are part of this plan
2.398
set)
Item 9: Staff Report Pg. 25 Packet Pg. 227 of 435
Item 9
Attachment A - Second
Supplement to
20000-00706
9/25/2020
Residential New - SF
Finaled
NEW SINGLE FAMILY ONE-STORY HOUSE 2430 SF. **d2,430
Development Impact Fee
SEPARATE PERMIT**
Justification AB 602
20000-00703
1/21/2022
Residential New - SF
Permit Issued
ONE STORY HOUSE -3524 SF WITH BASEMENT -355
3.749
GARAGE -225 SF (needs grading permit)
Average Sq. Ft. 3,602
Item 9: Staff Report Pg. 26 Packet Pg. 228 of 435
Building Permit Data - Multi -Family Residential
Item 9
Attachment A - Second Supplement
to Development Impact Fee
Justification AB 602
Ave. Sq. R. per
Percent of
Combined
Permit No.
Date Issued
Construction Type Description
Status
Units
Description
Total Res Sq. Ft.
Weighted
Unit
Total Units
Average
WILTON COURT APARTMENTS: NEW 4 -STORY, MULTIFAMILY AFFORDABLE HOUSING COMPLEX (56,143
SF) TO INCLUDE LAUNDRY FACILITIES, COMMUNITY SPACES, PROPERTY MANAGEMENT OFFICES,
SUPPORT SPACES AND PARKING AT THE BASEMENT AND GRADE LEVEL. SOLAR WATER HEATING UNITS
20000-00728
10/15/2020
Residential New - MF
Finaled
59
AT ROOF LEVEL. SITE WORK TO INCLUDE BIO TREATMENT AREA WITH ASSOCIATED FENCING,
2,495
952
3.73%
35
OUTDOOR BBO/KITCHEN AREA, BIKE RACKS AND SEATING AREAS.
WILTON COURT APARTMENTS: INSTALL (N) SOLAR WATER HEATING SYSTEM
NEW FOUR STORY APARTMENT BUILDING (37,929 SF) WITH 57 UNITS AND ONE LEVEL OF
18000-03077
2/14/2020
Residential New - MF
Permit Issued
57
UNDERGROUND PARKING (15,593 SF). THERE IS ONE WATER AND GAS METER FOR THE BUILDING WITH
37,929
665
3.60%
24
SEPARATE ELECTRIC METERS PER APARTMENT.
** U&O REQUIRED ***
22BLD-02633
8/10/2023
Residential New - MF
Permit Issued
6
MF: BLDG 3: CONDOMINIUM BUILDING TO INCLUDE HEAT PUMPS, HEAT PUMP WATER HEATERS, AND
10,362
1,727
0.38%
7
600 AMP ELECTRICAL SERVICE.
22BLD-02634
TBD
Residential New - MF
Permit Not Yet Issued
6
MF: BLDG 1: CONDOMINIUM BUILDING TO INCLUDE HEAT PUMPS, HEAT PUMP WATER HEATERS, AND
10,362
1,727
0.38%
7
600 AMP ELECTRICAL SERVICE.
22BLD-02636
TBD
Residential New - MF
Permit Not Yet Issued
6
MF: BLDG 4: CONDOMINIUM BUILDING TO INCLUDE HEAT PUMPS, HEAT PUMP WATER HEATERS, AND
10,102
1,684
0.38%
6
600 AMP ELECTRICAL SERVICE.
22BLD-02637
TBD
Residential New - MF
Permit Not Yet Issued
6
MF: BLDG 5: CONDOMINIUM BUILDING TO INCLUDE HEAT PUMPS, HEAT PUMP WATER HEATERS, AND
10,102
1,684
0.38%
6
600 AMP ELECTRICAL SERVICE.
***SAFEBUILT*****LINK APARTMENTS: BUILD NEW FOUR STORY 102 UNIT APARTMENTS WITH RETAIL
22BLD-03149
TBD
Residential New - MF
Permit Not Yet Issued
102
SPACE ON THE GROUND FLOOR AND A BELOW GRADE PARKING GARAGE 19PLN-00079 (UPDATE 4/24:
92,736
909
6.44%
59
GRADING PERMIT REQUIRED PRIOR TO BLD ISSUANCE, AHMAD)
22BLD-02635
10/3/2023
Residential New - MF
Permit Issued
6
MP: BLDG 2: CONDOMINIUM BUILDING TO INCLUDE HEAT PUMPS, HEAT PUMP WATER HEATERS, AND
10,362
1,727
0.38%
7
600 AMP ELECTRICAL SERVICE.
22BLD-02638
12/18/2023
Residential New - MF
Permit Issued
6
MF BLDG 6: CONDOMINIUM BUILDING TO INCLUDE HEAT PUMPS, HEAT PUMP WATER HEATERS, AND
10,362
1,727
0.38%
7
600 AMP ELECTRICAL SERVICE.
22BLD-02639
12/18/2023
Residential New - MF
Permit Issued
6
MF BLDG 3: CONDOMINIUM BUILDING TO INCLUDE HEAT PUMPS, HEAT PUMP WATER HEATERS, AND
10,102
1,684
0.38%
6
600 AMP ELECTRICAL SERVICE.
22BLD-02640
12/18/2023
Residential New - MF
Permit Issued
6
MF BLDG 8: CONDOMINIUM BUILDING TO INCLUDE HEAT PUMPS, HEAT PUMP WATER HEATERS, AND
10,102
1,684
0.38%
6
600 AMP ELECTRICAL SERVICE.
MF: BUILD 4 -STORY AFFORDABLE HOUSING COMPLEX (45,411 SF) WITH SUPPORTING SPACE ON THE
22BLD-02330
1/24/2024
Residential New - Mixed Use
Permit Issued
50
GROUND FLOOR. VARIOUS LANDSCAPE AND SITE IMPROVEMENTS. 2000 AMP ELECTRICAL SERVICE.
38,348
767
3.16%
24
DEMOLITION OF EXISTING BUILDING DONE UNDER SANTA CLARA COUNTY JURISDICTION.
18PLN-00043
TBD
-
Entitled
4
190 CHANNING AV
4,551
1,138
0.25%
3
19PLN-00079
TBD
-
Entitled
102
788 SAN ANTONIO AVE
83,466
818
6.44%
53
19PLN-00347
TBD
-
Withdrawn
4
486 HAMILTON AVE
5,375
1,344
0.25%
3
21PLN-00108
TBD
-
Withdrawn
91
200 PORTAGE
194,128
2,133
5.75%
123
21PLN-00341
TBD
-
Under Review
70
660 UNIVERSITY
39,876
570
4.42%
25
22PLN-00201
TBD
-
Under Review
12
739 SUTTER AVE
18,256
1,521
0.76%
12
22PLN-00229
TBD
-
Entitled
129
3001 EL CAMINO REAL
88,872
689
8.15%
56
23PLN-00010
TBD
-
Under Review
76
800 SAN ANTONIO RD
89,228
1,174
4.80%
56
23PLN-00058
TBD
-
Entitled
16
420 ACACIA
33,833
2,115
1.01%
21
23PLN-00136
TBD
-
Under Review
380
3150 EL CAMINO REAL
441,817
1,163
24.01%
279
24PLN-00012
TBD
-
Under Review
44
3265 EL CAMINO REAL
24,256
551
2.78%
15
PARK PLAZA: NEW THREE STORY MIXED USE BUILDING WITH ONE LEVEL UNDERGROUND PARKING.
AREA OF UNDERGROUND GARAGE 104,000 SF. COMMERCIAL WARM SHELL ON THE FIRST FLOOR (47,000
12000-02374
12/10/2013
Residential New - MF
Finaled
82
SF) AND RESIDENTIAL ON THE SECOND AND THIRD FLOOR (101,500 SF) 82 RESIDENTIAL UNITS. PERMIT
101,500
1,238
S.18%
64
ORIGINALLY ISSUED FOR FOUNDATION ONLY. REMAINDER OF STRUCTURE UNDER 13REV-00764 AND
WAS OPENED FOR THOSE DEPARTMENTS WHICH STILL HAD COMMENTS AT ISSUANCE OF FOUNDATION
ONLY PERMIT.
Item 9: Staff Report Pg. 27 1 Packet Pg. 229 of 435
Item 9
Attachment A - Second Supplement
to Development Impact Fee
STANFORD AFFORDABLE HOUSING: NEW FOUR (4) STORY MIXED USE BUILDING (128,682 SF). FIRST
Justification AB 602
14000-01528
2/13/2015
Residential New - Mixed Use
Finaled
70
FLOOR INCLUDES PARKING (14,900 SF) AND COMMERCIAL SPACE (33,034 SF). FLOORS 2-4 CONSIST OF
80,748 1,154 4.42% 51
70 RESIDENTIAL UNITS (80,748 SF). STRUCTURE CONSISTS OF TWO SEPARATE BUILDINGS CONNECTED
BY A WALKWAY. U&O SUBMITTED FOR APARTMENTS.
MULTI -FAMILY BUILDING 1: NEW FOUR STORY MULTI -FAMILY BUILDING WITH 58 UNITS AND ONE
14000-01553
7/14/2015
Residential New - MF
Finaled
58
LEVEL OF BASEMENT FOR PARKING. AREA BREAKDOWN - UNITS: 69,510 SF, COMMUNITY ROOM: 1,133 SF,
69,510
1,198
3.66%
44
PARKING: 45,713 SF, COVERED WALKWAYS/STAIRS: 36,165 SF. INCLUDES PLAZA SURROUNDING FITNESS
BUILDING
MULTI -FAMILY BUILDING 2: NEW FOUR STORY MULTI -FAMILY BUILDING WITH 54 UNITS. PARKING IS
14000-01554
7/14/2015
Residential New - MF
Finaled
54
LOCATED ON THE PARTIALLY SUBMERGED FIRST FLOOR. AREA BREAKDOWN - UNITS: 70,634 SF,
70,634
1,308
3.41%
45
LIBRARY: 1,400 SF, PARKING: 50,783 SF, COVERED WALKWAYS/STAIRS: 27,308 SF.
16000-01781
11/22/2016
Residential New - MF
Finaled
11
NEW 11 UNIT MULTIFAMILY RESIDENTIAL BUILDING. 17968 SF (BASEMENT/UNDERGROUND GARAGE
17,968
1,633
0.69%
11
UNDER 15000-03076) **address changed to 430 Forest, Apts A -J & 432 Forest for 3rd floor condo**
12000-01204
2/28/2013
Residential New - MF
Finaled
8
NEW THREE STORY MIXED USE BUILDING. WITH UNDERGROUND PARKING, FIRST FLOOR OFFICE SPACE
14,271
1,784
0.51%
9
AND EIGHT TWO-STORY RENTAL APARTMENT UNITS ON THE SECOND & THIRD FLOORS.
NEW THREE STORY, SIX (6) UNIT TOWNHOUSE BUILDING. ALL SIX UNITS HAVE THE SAME SQUARE
13000-03361
8/26/2015
Residential New - MF
Finaled
6
FOOTAGE: AREA PER UNIT RESIDENTIAL: 1237 SF, GARAGE: 460 SF. ALL UNITS TO HAVE SEPARATE
7,425
1,238
0.38%
5
WATER, GAS, AND ELECTRIC METERS. **Application extended to 9/10/15**
07000-00000-C
1/23/2013
Residential New - MF
Permit Issued
3
NEW 3 -UNIT CONDO BLDG (3795 SF) WITH ATTACHED GARAGES (1044 SF) no fees per settlement with
3,795
1,265
0.19%
2
CPA07000-00000-C
1/23/2013
Residential New - MF
Permit Issued
3
NEW 3 -UNIT CONDO BLDG (3795 SF) WITH ATTACHED GARAGES (1044 SF) no fees per settlement with
3,795
1,265
0.19%
2
CPA11000-03261
6/14/2013
Residential New - Duplex
Finaled
2
NEW 2 -STORY RESIDENCIAL DUPLEX WITH BASEMENT AND ATTACHED GARAGE. (DEMO PERMIT UNDER
3,405
1,703
0.13%
2
11-3262) ADDRESS CHANGE SUBMITTED 12.10.14 JC
NEW THREE STORY MIXED -USE BUILDING WITH COMMERCIAL AND PARKING AT THE GROUND FLOOR
12000-02841
5/14/2013
Residential New - Mixed Use
Permit Issued
2
AND TWO RESIDENTIAL CONDOMINIUM UNITS ABOVE. TRASH ENCLOSURE AND SITE IMPROVEMENTS.
3,840
1,920
0.13%
2
(TI FOR FIRST FLOOR TO BE SHALL BE A SEPARATE PERMIT)ADDITIONAL ADDRESS REQUESTED
06.04.2014 JC
CORE AND SHELL INCLUDES 4 LEVELS ABOVE GRADE FOR MIXED USE; FIRST 3 LEVELS COMMERCIAL AND
13000-02317
2/26/2014
Residential New - Mixed Use
Finaled
2
4TH FOR RESIDENTIAL. INCLUDES 3 LEVELS BELOW GRADE PARKING. TENANT IMPROVEMENTS UNDER
4,831
2,416
0.13%
3
SEPARATE PERMITS.**VALUATION INCREASED ON MAIN PERMIT FOR 15REV-00134 BY $250K AND
ASSOCIATED FEES COLLECTED.**
13000-02823
9/17/2014
Residential New - Mixed Use
Finaled
2
BUILD (N) (10,299 SF) FOUR-STORY, MIXED USE COMMERCIAL/RESIDENTIAL (APTS) BUILDING W/BELOW
5,477
2,739
0.13%
3
GRADE PARKING. (DEMO ON 13000-02824) PV & EV TO BE SUBMITTED SEPARATELY.
NEW DUPLEX 2 -STORY MAIN RESIDENCE WITH BASEMENT-4600SF. (DEMO UNDER 13-3387) (567
13000-03386
7/11/2016
Residential New - Duplex
Finaled
2
STANFORD AVE, ATTACHED SECOND DWELLING UNIT - 748SF (13-3401 : NEW DETACHED GARAGE -427
4,600
2,300
0.13%
3
SF)
14000-01488
11/21/2014
Residential New - Mixed Use
Finaled
2
NEW 4 -STORY MIXED USE COMMERCIAL / RESIDENTIAL STRUCTURE-17500SF. (14-1489- DEMO
3,005
1,503
0.13%
2
COMMERCIAL STRUCTURE)
LOTS 26 AND 27: PLANS 11 AND 12, ELEVATION: K, STYLE: ENGLISH ARTS AND CRAFTS. THE STRUCTURE
ON LOTS 26 AND 27 ARE ATTACHED SINGLE FAMILY DWELLINGS AND IS BEING BUILT AND PLAN
CHECKED AS A SINGLE STRUCTURE, AREA OF HABITABLE 4,168 SF, AREA OF GARAGE 976 SF, AND AREA
14000-01582
3/3/2017
Residential New - Duplex
Finaled
2
OF COVERED PORCHES 155 SF. FOR LOT 26 (PLAN 11) AREA OF HABITABLE 1951 SF, AREA OF GARAGE
4,168
2,084
0.13%
3
520 SF, AND AREA OF COVERED PORCH IS 93 SF. FOR LOT 27 (PLAN 12) AREA OF HABITABLE 2,217 SF,
AREA OF GARAGE IS 456 SF, AND AREA OF COVERED PORCH IS 68 SF. Lot 26 previously plan 5 and plan
checked under 14000-01562
LOTS 28 AND 29: PLANS 11 AND 12, ELEVATION: L, STYLE: LANE WOODS. THE STRUCTURE ON LOTS 26
AND 27 ARE ATTACHED SINGLE FAMILY DWELLINGS AND IS BEING BUILT AND PLAN CHECKED AS A
SINGLE STRUCTURE, AREA OF HABITABLE 4,168 SF, AREA OF GARAGE 976 SF, AND AREA OF COVERED
14000-01584
3/3/2017
Residential New - Duplex
Finaled
2
PORCHES 155 SF. FOR LOT 28 (PLAN 11) AREA OF HABITABLE 1951 SF, AREA OF GARAGE 520 SF, AND
4,168
2,084
0.13%
3
AREA OF COVERED PORCH IS 93 SF. FOR LOT 29 (PLAN 12) AREA OF HABITABLE 2,217 SF, AREA OF
GARAGE IS 456 SF, AND AREA OF COVERED PORCH IS 68 SF. Lot 28 was previously Plan S. Plan check
being done for same model under 14000-01603 (lots 47 and 48)
LOTS 32 AND 33: PLANS 11 AND 12, ELEVATION: L, STYLE: LANE WOODS. THE STRUCTURE ON LOTS 26
AND 27 ARE ATTACHED SINGLE FAMILY DWELLINGS AND IS BEING BUILT AND PLAN CHECKED AS A
SINGLE STRUCTURE, AREA OF HABITABLE 4,168 SF, AREA OF GARAGE 976 SF, AND AREA OF COVERED
14000-01588
3/3/2017
Residential New - Duplex
Finaled
2
PORCHES 155 SF. FOR LOT 32 (PLAN 11) AREA OF HABITABLE 1951 SF, AREA OF GARAGE 520 SF, AND
4,168
2,084
0.13%
3
AREA OF COVERED PORCH IS 93 SF. FOR LOT 33 (PLAN 12) AREA OF HABITABLE 2,217 SF, AREA OF
GARAGE IS 456 SF, AND AREA OF COVERED PORCH IS 68 SF. Lot 32 was previously Plan 8. Plan check
being done for same model under 14000-01603 (lots 47 and 48)
Item 9: Staff Report Pg. 28 1 Packet Pg. 230 of 435
Item 9
Attachment A - Second Supplement
to Development Impact Fee
LOTS 47 AND 48: PLANS 11 AND 12, ELEVATION: K STYLE: ENGLISH ARTS AND CRAFTS. THE STRUCTURE
Justification AB 602
ON LOTS 26 AND 27 ARE ATTACHED SINGLE FAMILY DWELLINGS AND IS BEING BUILT AND PLAN
CHECKED AS A SINGLE STRUCTURE, AREA OF HABITABLE 4,168 SF, AREA OF GARAGE 976 SF, AND AREA
14000-01603
3/3/2017
Residential New - Duplex
Finaled
2
OF COVERED PORCHES 155 SF. FOR LOT 47 (PLAN 11) AREA OF HABITABLE 1951 SF, AREA OF GARAGE
4,168 2,084 0.13% 3
520 SF, AND AREA OF COVERED PORCH IS 93 SF. FOR LOT 48 (PLAN 12) AREA OF HABITABLE 2,217 SF,
AREA OF GARAGE IS 456 SF, AND AREA OF COVERED PORCH IS 68 SF. Lot 47 was previously lot 6X and
plan check and plan check fees for this lot number are still in reference to plan 6X. Currently the only
plan 6X is now Lot 53.
125 AND 127 HAWTHORNE: NEW TWO STORY DUPLEX (3234 SF) WITH ATTACHED GARAGE (458 SF) AND
15000-01683
9/25/2015
Residential New - Duplex
Finaled
2
TRELLIS (185 SF). SCOPE OF WORK INCLUDES NEW TANKLESS WATER HEATERS. EACH UNIT HAS 1617 SF
3,234
1,617
0.13%
2
CONDITIONED AND 229 SF GARAGE.
16000-02134
11/22/2016
Residential New - Duplex
Finaled
2
NEW 2 UNIT DETACHED CONDO BUILDING (4495 SF) WITH ATTACHED GARAGE 778 SF **address
4,495
2,248
0.13%
3
changed to 434 & 436 Forest for 2 attached townhouse units**
16000-02768
8/7/2017
Residential New - MF
Finaled
2
NEW 3 STORY (2) UNIT CONDO 5608 SF W/ ATTACHED GARAGE 920SF
5,608
2,804
0.13%
4
NEW 9571 SO FT (3) STORY MIXED USE BUILDING TO INCLUDE A GROUND FLOOR FINANCIAL SERVICE,
14000-01000
9/11/2015
Residential New - Mixed Use
Finaled
1
SECOND FLOOR OFFICE SPACE AND THIRD FLOOR RESIDENTIAL SINGLE UNIT; SHELL AND CORE WITH
3,336
3,336
0.06%
2
M.E.P., LANDSCAPING AND SITE IMPROVEMENTS. DEMO EXISTING SINGLE STORY RESTAURANT ON
14000-01001
COLD SHELL FOR NEW THREE STORY MIXED USE BUILDING (7705 SF). FIRST STORY IS GARAGE AND
LOBBY (2438 SF), SECOND FLOOR IS COMMERCIAL (2165 SF), AND THE THIRD FLOOR IS RESIDENTIAL
13000-03096
7/17/2014
Residential New - Mixed Use
Finaled
1
(2152 SF). SEPARATE PERMIT WILL BE SUBMITTED FOR BUILD OUT OF COMMERCIAL AND RESIDENTIAL
2,152
2,152
0.06%
1
FLOORS. ELECTRIC SERVICE TO BE 500 AMPS. DEMO PERMITS UNDER 13-3097/3098/3099. LOT LINE
MUST BE ADJUSTED AND UTILITY EASEMENT CREATED PRIOR TO PERMIT ISSUANCE.
CONSTRUCTION OF A NEW THREE STORY MIXED USE BUILDING WITH ONE LEVEL OF UNDERGROUND
16000-00632
4/12/2017
Residential New - Mixed Use
Finaled
16
PARKING (71,075 SF). SCOPE OF WORK INCLUDES 16 APARTMENTS ON THE SECOND AND THIRD FLOORS,
19,086
1,193
1.01%
12
OFFICE ON THE SECOND FLOOR AND RETAIL ON THE FIRST FLOOR. RESIDENTIAL UNITS TO HAVE
SEPARATE ELECTRICAL METERS AND SHARED GAS METERS
Weighted Average Sq. Ft. 1,124
Item 9: Staff Report Pg. 29 1 Packet Pg. 231 of 435
Item 9
Attachment A - Second
Supplement to
Development Impact Fee
Justification AB 602
ATTACHMENT 2
City of Palo Alto
Second Supplement to the Development Impact Fee Justification Study
SUMMARY OF PREVIOUS
WORK PERFORMED FOR
THE CITY
Item 9: Staff Report Pg. 30 Packet Pg. 232 of 435
Item 9
Attachment A - Second
Supplement to
Development Impact Fee
Justification AB 602
Summary of Previous Work Performed for the
A Development Impact Fee Justification Study
On January 15, 2021, DTA issued a Development Impact Fee ("DIF" or "Fee") Justification
Study (the "Study") to the City of Palo Alto (the "City"), reflecting the updated fee
recommendations outlined in Table 1 below. The Study was reviewed by the City's
Finance Committee, Parks and Recreation Commission, and City Council on December
12, 2020, February 23, 2021, and April 12, 2021, respectively. The fees recommended in
the Study were approved by the City Council and implemented as of August 23, 2021,
with the understanding that DTA would evaluate the impact of various City Council
recommendations on the fee calculations and provide an update to the Study
accordingly.
Table 1: 2021 Development Impact Fee Summary Adopted by the City Council1,2
Single -Family
$57,420
$4,438
$2,645
$64,504
Residential (Per Unit)
Multi -Family Residential
$42,468
$3,283
$1,956
$47,707
(Per Unit)
*Notes:
1. Some figures may not sum due to rounding.
2. Fees increase annually by adopted escalator to account for inflation in acquisition and
construction costs.
3. Only residential fees are shown, as the focus of this analysis is on the impact of AB 602 on
residential development.
B First Supplement to the Development Impact Fee Justification Study
In January 2022, the City requested that DTA prepare the follow-up analysis outlined in
the Supplement to the Development Impact Fee Justification Study (the "Supplement")
that was brought to the Parks and Recreation Commission, Finance Committee, and
City Council on February 22, 2022, May 3, 2022, and June 13, 2022, respectively. This
Supplement addressed the items below:
Task A - Update land acquisition costs;
Task B - Differentiate the fee structure for retail space versus office space;
Task C - Update office density from 250 sq. ft. per employee to 190 sq. ft. per
employee;
Task D - Recommend the frequency with which these schedules should be
updated;
Task E - Evaluate whether the multi- and single-family fee categories should be
divided into multiple categories based on total square feet or some other
measure; and
Task F - Evaluate options for a reduction in fees for new multi -family housing
construction for projects that exceed required percentages of below market rate
("BMR") units.
Item 9: Staff Report Pg. 31 Packet Pg. 233 of 435
Item 9
Attachment B - ORD
***NOT YET APPROVED*** Amending the Fiscal Year
2025 Municipal Fee
Ordinance No. Schedule to Transition
Certain Development
Ordinance of the Council of the City of Palo Alto Amending the Fis Impact Fees from Per -
Unit to Per -Square Foot
Municipal Fee Schedule to Transition Certain Development Impa
Fees
Per -Unit to Per -Square Foot Fees
The Council of the City of Palo Alto ORDAINS as follows:
SECTION 1. Findings and Declarations. The City Council finds and declares as follows:
A. On September 28, 2021, the Governor of the State of California signed Assembly Bill 602,
effective January 1, 2022, amending the Mitigation Fee Act (California Government Code
Section 66000 et seq.). AB 602 set forth a number of standards and practices for a local
government conducting a nexus study to support a development impact fee.
B. One of the requirements of AB 602 is that a study adopted after July 1, 2022 must either
calculate the proposed fee proportionately to the square footage of the proposed units
or make specified findings explaining why square footage is not an appropriate metric.
C. The City of Palo Alto currently imposes Park, Community Center, and Library development
impact fees on a per -dwelling unit basis.
D. Program 3.1 (Fees Waivers and Adjustments) of the City of Palo Alto 2023-2031 Housing
Element calls for development impact fees for residential development to be converted
from a per -dwelling unit to a per -square foot standard.
E. The City Council has determined that square footage is an appropriate metric for
calculating Park, Community Center, and Library development impact fees imposed on
residential development and desires to amend the Fiscal Year 2025 Municipal Fee
Schedule accordingly.
SECTION 2. The Council of the City of Palo Alto amends the Fiscal Year 2023 Municipal
Fee Schedule by adopting the new fee for on -demand transit as set forth in Exhibit "A" and
incorporated here by reference.
SECTION 3. The Council finds that this ordinance is not a "project" under CEQA
because it has no potential for resulting in either a direct or reasonably foreseeable indirect
change in the environment.
//
//
//
1
0160153_kb2_20240829_ay
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Item 9
Attachment B - ORD
***NOT YET APPROVED* * * IAmending the Fiscal Year
2025 Municipal Fee
SECTION 4. This ordinance shall be effective upon adoption as a Schedule to Transition
City's Fiscal Year 2025 budget. Certain Development
Impact Fees from Per -
Unit to Per -Square Foot
Fees
INTRODUCED:
PASSED:
AYES:
NOES:
ABSENT:
ABSTENTIONS:
ATTEST:
City Clerk
APPROVED AS TO FORM:
Assistant City Attorney
Mayor
APPROVED:
City Manager
Director of Planning and
Development Services
0160153_kb2_20240829_ay
Item 9: Staff Report Pg. 33 Packet Pg. 235 of 435
***NOT YET APPROVED***
Attachment A
Planning and Development Services
Impact and In -Lieu Fees
Item 9
Attachment B - ORD
Amending the Fiscal Year
2025 Municipal Fee
Schedule to Transition
Certain Development
Impact Fees from Per -
Unit to Per -Square Foot
Fees
Development Impact Fees - Residential
Single Family
Multi -Family
Community Center Impact Fee
Note: ADUs under 750 sf exempt.
$1.45 per sq. ft.
$3.44 per sq. ft.
Library Impact Fee
Note: ADUs under 750 sf exempt.
$0.87 per sq. ft.
$2.05 per sq. ft.
Park Impact Fee
Note: ADUs under 750 sf exempt.
$18.78 per sq. ft.
$44.50 per sq. ft.
3
0160153_kb2_20240829_ay
Item 9: Staff Report Pg. 34 Packet Pg. 236 of 435
Item 9
Attachment C -
Correspondence
TO: Palo Alto City Council (City Council)
RE: Recommendations re Agenda Item #3 (Consent Calendar item #2)
"Adopt an Ordinance Amending the Municipal Fee Schedule to Modify the
Calculation for Park, Community Center and Library Development Impact
Fees From per Unit to per Square Feet for Residential Development.
[etc.]" and Comments re Staff Report 2408-3404 (Staff Report)
DATE: Sept. 22, 2024
FROM: John Kelley
RECOMMENDATION
Because the Staff Report and its attachments fail to provide essential
information, present a restricted set of policy options, and contain apparent
inconsistencies, the City Council should (a) defer consideration of this matter, (b)
solicit additional data and other input, and (c) direct City Staff to present a
revised report before reconsidering this matter in early November.
DISCUSSION
While a half-step forward in the right direction, the
proposed ordinance does not take Palo Alto far enough to end
its inequitable, irrational, and possibly improper impact fee regime.
Especially when evaluating public policies, it is vital to distinguish between a bearing
and a vector. The Staff Report moves in the right direction, but not far enough.
It would be uncharitable not to recognize City Staff's attempts to reform the Municipal
Fee Schedule regarding impact fees. The City has admitted in its recently approved
Housing Element that Palo Alto's current, per -unit impact fees have "led to some
inequitable results...."' City Staff have headed in the right direction in recommending
that the City Council "modify the calculation of Park, Community Center, and Library
Development Impact Fees for residential development from a per dwelling unit basis to
a per square foot basis." Staff Report, p. 2. But knowing that one must move in a
certain direction is different from recognizing how far one must travel to reach one's
appropriate destination.
The newly proposed impact fees in the Staff Report remain remarkably and intolerably
high. Should one building a 1400-sf apartment or condominium be required to spend
almost $70,000 for supposed impacts to Palo Alto's parks, community center facilities,
and libraries? Is it fair to demand such fees from contractors and others building
multi -family projects, which are generally more environmentally friendly, when those
building single-family homes more than twice as large — 4000 sf — would only be
'"2023-2031 Housing Element, City of Palo Alto (-July 2024, "Palo -Alto -Housing -Element -6") (Housing Element
V6)," Staff Report, p. 5, Housing Element V6, p. 4-65.
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Attachment C -
Correspondence
charged about 20% more, $84,000? Proposed impact fees ranging from approximately
$42,000 to $84,000 for sample projects — based upon a combined, per -square -foot rate
of $21.10, or higher (Staff Report, p. 4, "Table 3: Framework 1 — Distinct Rates and
Sample Impact Fees") — are economically onerous and will depress housing production.
They perpetuate implicit and explicit fiscal discrimination against smaller homes,
including apartments, condominiums, etc., and act as an anti -multi -family housing tax.
Palo Alto can and should do better, and the City Council should be presented with a
more robust set of policy options.
A revised report should make clear whether the proposed Municipal
Fee Schedule actually embodies a per -square -foot impact analysis.
The inequitable treatment of smaller homes, whether on multi -family or single-family
parcels, results not only from the comparatively enormous housing taxes placed on
apartments, condominiums, and larger ADUs, but also from Palo Alto's current policies
of only imposing impact fees on "new" single-family homes. Additions, and even
complete "scrapes," receive free passes. As explained previously,2
Under Palo Alto's current per -unit impact fee regime as applied to parcels with
existing single-family homes, a property owner substantially adding to or
completely scraping a 2,000 sf primary dwelling and replacing it with a 5,000 sf or
larger primary dwelling will pay no impact fees at all, whereas the builder of ten
500 sf studios — having a total of 5,000 sf — might pay over $500,000 in
FY2025 for Park Impact Fees alone.
The Staff Report fails to make clear, among other things, (a) how ADUs will be treated
under the proposed, new Municipal Fee Schedule, (b) whether additions to single-family
homes or complete scrapes will be assessed impact fees, and (c) whether basements
will be included in the calculation of square footage. From the current Staff Report, one
might suppose that City Staff recommend assessing ADUs that are greater than 750 sf
in size at a flat rate of $21.10 per square foot (or $16,880 for an 800-sf ADU), thus
ignoring other policy alternatives (discussed below), and failing to consider the
prodigious economic effects of such a housing tax on relatively smaller homes. But
Staff Report's actual treatment of single-family homes remains obscure. A single
emphasized word in a footnote to Table 5, among other things, suggests that adoption
of the proposed new Municipal Fee Schedule would not alter Palo Alto's current practice
of giving additions and scrapes free passes: "20 new single-family residential units in FY
2023-24." Staff Report, p. 6, fn. 2 (emphasis in the original). What does the emphasis
signify? Although actual data are not presented in the Staff Report, it is difficult to
imagine that the totalnumber of single-family homes in Palo Alto constructed during FY
2023-2024 that were either (a) "new," (b) "newly expanded," or (c) scraped was only 20.
Unless otherwise indicated in an updated report, one must assume that the
recommendations in the Staff Report continue to privilege single-family homes in crucial
ways, thus failing to embody a truly comprehensive per -square -foot impact analysis.
2 Letter to City Council dated June 17, 2024 (June 12, 2024 Letter), Attachment A, at p. 2.
2
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A revised report should provide vital
data upon which reasonable decisions will ultimately depend.
City Staff should be commended for at least acknowledging that the City Council could
decide to further change and reduce the proposed impact fees, both to end inequities
and to cease privileging single-family homes. The Staff Report notes, for example:
DTA was able to evaluate and present both frameworks due to the large sample
of building permit data available from Palo Alto. Because these are proposed
maximum fee levels, City Council has the discretion to determine which
framework and fee level to adopt, including imposing a lower fee. Staff Report,
p. 5.
That said, it is disappointing that the Staff Report does not provide the types and the
requisite detail of data to evaluate vital policy alternatives. A revised report should
provide:
• A revised Attachment 1, covering at least the same time periods as the current
version for both single-family and multi -family homes, but also
o including (a) new construction, (b) additions, (c) demolition permits
(showing the size of existing structures being demolished), and (d) ADUs,
o for each type of project,
■ showing impact fees actually assessed, and
■ how, if at all, they were partially assessed between new
construction, scrapes, and additions, and
o for each payment of impact fees, showing the date, fiscal year, and basis
upon which the impact fees were imposed.
• A detailed explanation of how money from impact fees has been spent since the
tremendous increases first went into effect in FY 2022 (compare Staff Report, p.
3).
• Data showing changes in Palo Alto's estimated population by year from 2020
through 2031.
o At a fundamental level, residential impact fee analyses rest upon an
assumption that demand for civic services grows with increased housing.
But there is at least anecdotal evidence that Palo Alto's population, in
addition to rapidly aging, has stabilized, if not declined, despite the
residential construction detailed in the Staff Report.
• At least a brief update on the implications of Sheetz v. County of El Dorado,
California, Syllabus (601 U. S. (2024)), and its progeny, because that case,
and likely future appellate decisions, may substantially alter the entire framework
within which impact fees may be assessed.3
3 Attachment A, at p. 2.
3
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Correspondence
A revised report should examine, and,
as necessary resolve, apparent inconsistencies in the Staff Report.
Certain statements in the Staff Report appear to be either internally or externally
inconsistent.
• The Executive Summary states in part, at p. 2 of the Staff Report:
o This amendment aligns with the City's newly certified Housing Element
and addresses Program 3.1: Fee Waivers and Adjustments, aimed at
balancing the need for public facility funding with the promotion of housing
affordability.
o At the same time, the Staff Report
■ provides little information about the specifics of the asserted "need
for public facility funding," and
■ suggests that impact fees for larger multi -family units could
increase from $56,206 to $69,986.00 or more. Compare Tables 2
and 3 at p. 2 of the Staff Report.
o If City Staff believe that Program 3.1 will be advanced by imposing ever
greater housing taxes on two- and three -bedroom apartments and
condominiums — precisely the types of multi -family housing in which
younger generations might desire to start families and into which older
generations might seek to downsize, thus freeing up existing single-family
homes — additional discussion and analysis would be warranted.
• In comparing the Distinct Rate and Consolidated Rate frameworks, the Staff
Report states, at p. 5, "Conversion of this fee will complete one of the objectives
under Program 3.1: Fee Waivers and Adjustments in the Housing Element."
Respectfully, this remains to be seen, depending, to a large extent on how other
issues raised by the Staff Report are resolved.
o "PROGRAM 3.1: FEE WAIVERS AND ADJUSTMENTS," objective C,
states in part, "By September 2024, complete and implement studies to
convert existing park, community center, and library development impact
fees that are applied on a per unit basis to a per square foot basis."
o As discussed above at p. 2, unless otherwise indicated in an updated
report, the Staff Report appears to continue to privilege single-family
homes in crucial ways, thus failing to embody a truly comprehensive
per -square -foot impact analysis.
o Thus, in the absence of additional information and clarification, adopting
the proposed ordinance will be insufficient to satisfy the explicit
requirements of Program 3.1, objective C.
• Attachment A to the Staff Report, the August 20,2024 DTA memorandum,
"Second Supplement to the Development Impact Fee Justification — Assembly
Bill ("AB") 602 Compliance" (August 20,2024 DTA Memo), appears (a) not to
consider ADUs as a distinct land use type, and (b) imply that the City will produce
considerably fewer housing units in the 2021-2040 period than the RHNA targets
in Housing Element V6. Housing Element V6, p. 2-75.
4
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Attachment C -
Correspondence
o Compare August 20,2024 DTA Memo, p.4, Table 3, and especially "Land
Use Type" column and fn. 2, with "TABLE 2-34 ABAG'S NEW
CONSTRUCTION NEED BY HOUSEHOLD INCOME LEVEL IN PALO
ALTO, 2023-2031," Housing Element V6, p. 2-75.
o Given the distinct characteristics of ADUs, their relative importance in
Housing Element V6 to Palo Alto's meeting its RHNA goals, and the
specificity of those goals in the Housing Element V6, such apparent
inconsistencies should be resolved.
A revised report should provide the City Council with a broader range
of policy alternatives and a bolder vision for advancing impact fee reform
to meet Palo Alto's commitments in the approved Housing Element V6.
Again, City Staff should be applauded for at least noting the City Council's power to
reduce the proposed impact fees, but the Staff Report would be improved greatly were it
to make additional, specific recommendations to achieve such ends, including the
following:
• It could exclude 750 sf from the calculation of all impact fees, treating that size
threshold as a minimum home size — whether single-family, condominium,
apartment, or ADU — that should be free of all housing taxes, particularly in an
era of possibly declining and likely aging population change, and reduced public
school enrollment. Over the life of Housing Element V6, the real problem that
Palo Alto may face is not overutilization, but rather underutilization of parks,
community center facilities, and libraries. Without utilization, public support for
such civic assets may wither. In these respects, a revised report ought to make
clear the difference between use of impact fees for capital expenditures, as
opposed to operating expenses.
• Public confidence in the overall level of impact fees requires that a revised report
demonstrate (a) the actual purposes to which revenues from the greatly
heightened impact fees over the last few years have been put, and (b) the
specific projects that might be funded in the future after further changes are
made in the Municipal Fee Schedule. Although not detailed in the Staff Report,
recent annual reports on development impact fees make it difficult to assess (a)
the percentage of such fees assessed on single-family homes, on the one hand,
versus apartments, condominiums, and ADUs, on the other hand, and (b) the
precise ways in which such funds have been used.
o The Staff Report shows no estimated park, community center, or library
impact fee revenues from multi -family homes in FY 2023-24 (Staff Report,
p.6, Table 5, fn. 3).
o The "Building Permit Data - Single -Family Residential" data in the Staff
Report, August 20,2024 DTA Memo, Attachment 1, p. 6, show
approximately 22 FY 2023 single-family projects, which at approximately
$66,000 per project, would yield approximately $1,450,000 in impact fee
revenue, but the "City of Palo Alto Development Impact Fee Report for
Period Ending June 30, 2023" (FY 2023 Development Impact Fee Report)
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pp. 3-4, shows only about $495,000 in parks ($439,967), community
center ("$34,559), and library ($20,398) impact fees collected.
o Palo Alto's "PROPOSED CAPITAL BUDGET, FISCAL YEAR 2023,"
believed to be only an interim document, showed a proposed total of
$2,300,000 to be transferred from community center, library, and parks
development impact fee funds to a "Roth Building Rehabilitation Phase 1"
project in FY 2023. It is unclear whether any substantial portion of such
amounts were actually spent on that project or, if so, when such
expenditures were made. In particular, the FY 2023 Development Impact
Fee Report, p. 9, shows actual FY 2023 expenditures of about $725,000
from parks impact fees for projects at Boulware Park and Rinconada Park,
and for Park Restroom Installation, without any expenditures from
community center or library impact fees in FY 2023. But that report does
not show the types of housing that were taxed, nor the extent of such
housing taxes by type of housing, corresponding to such expenditures.
• What is needed every fiscal year is a clear and concise summary of fiscal inputs
and fiscal outputs with respect to the parks, community center, and library impact
fees. One should be able to know, by fiscal year, (a) what types of housing are
being subjected to impact fees, (b) what amounts of impact fees, by type of
housing and by type of impact fee, are being paid for each fiscal year, and (c)
how those fees are ultimately being spent, whether in a current or future fiscal
year. Transfers of money between different, specified funds to specific projects,
capital spending plan adjustments during the course of a year, and withdrawals
from and additions to reserve accounts all make it difficult for the public to
understand how, and to what extent, revenues from residential housing impact
fees are being raised, and how those revenues are ultimately being spent.
• Particularly because of the City's express admission to the HCD that Palo Alto's
current, per -unit impact fees have "led to some inequitable results...," Housing
Element V6, p. 4-65, and particularly because the City has continued to charge
impact fees for larger ADUs since that admission was first made — now several
quarters ago — the City Council should provide refunds from the date that the
City first acknowledged the problems with its current residential impact fee
regime to those homeowners and others who have paid improperly large ADU
impact fees. A revised report should detail the number of such projects, the
amount of all such payments and estimates of the amount of such refunds.
Finally, to allow for reasonable public input in light of the HCD-approved Housing
Element, the City Council should (a) direct the Planning and Transportation Commission
to allow for public comment on these issues at its October 09, 2024 meeting, (b) direct
City Staff to prepare a revised report, and (c) continue this matter to the City Council's
November 4, 2024 meeting.
Attachment
G
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Item 9
Attachment C -
Correspondence
TO: Palo Alto City Council (City Council)
RE: Recommendations re Agenda Item #28, "PUBLIC HEARING: Adoption of
Budget Ordinance for Fiscal Year 2025 [etc.]" and Comments re Staff
Report 2406-3140 (Staff Report)
DATE: June 17, 2024
FROM: John Kelley
RECOMMENDATION
Because the likelihood of the City Council's modifying the FY2025 budget tonight
is low, and because Palo Alto's impact fees are inequitable, irrational, and may
fail to take account of a recent United States Supreme Court decision, the City
Council should (a) thoroughly examine and revise the City's impact fees at its first
or second meeting in August and (b) recalculate the fees charged to all
applicants in recent years, providing refunds as appropriate.
DISCUSSION
Palo Alto's inequitable, irrational, and possibly improper impact fee regime
should be suspended or quickly changed, and refunds should be granted.
Palo Alto's Housing Element acknowledges that the City's current, per -unit
impact fees have "led to some inequitable results...."It also notes that "Palo Alto's
development impact fees/capacity fees are amongst the highest in the region for both
single-family and multi -family home construction."2 Some members of the City Council
and City Staff appear to recognize that the current per -unit impact fee regime needs to
be changed.3 Based upon the discussion at the City Council's April 15, 2024 meeting, it
appears that City Staff anticipated presenting a new proposal to the City Council in May,
2024, but, for unknown reasons — likely because of other work being undertaken by
members of City Staff — it appears that this did not occur. As a result, the proposed FY
2025 budget not only maintains the same, inequitable, per -unit impact fee regime, but it
also increases those fees.4 This is an extremely unfortunate result.
What should be done about this problem? Given the City Council's vacation
schedule and the City Staff's current workflows, it seems quite unlikely that the City
Council will vote tonight to adopt a new, non -per -unit impact fee regime. Even that
' "2023-2031 Housing Element, City of Palo Alto," April 2024, Adopted, at 4-64.
2 Id. at 4-2
3 See, e.g., "Sp. City Council Meeting, Summary Minutes: 04/15/2024," at 11.
4 Staff Report, Attachment A, Ex. 5, at p. 7, and Attachment A, Ex. 6,at pp. 1-2.
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action, however, would be sub -optimal, because it ignores other significant problems
with Palo Alto's current approach to impact fees.
In somewhat the same way that the City Council reacted to a judicial decision
concerning the use of natural gas earlier this year, the City Council could temporarily
suspend impact fees until this matter can be taken up after the City Council's vacation.
That might be the most respectful approach, especially towards current applicants. But
it, too, would be incomplete.
Whether or not the City Council temporarily suspends impact fees tonight, I
strongly recommend a rapid and fulsome analysis of the multiple problems presented by
the current impact fee regime.
• The current regime adversely affects not only ADUs, but also apartments,
condominiums, and SB9 units (collectively, New Smaller Homes). All of these,
generally smaller, homes are subjected to a "Palo Alto housing tax." For some
homes, that housing tax is now approaching $80,000. If Palo Alto is committed
to building both more and more affordable housing, such draconian housing
taxes must end.
• As to ADUs, as mentioned above and as discussed in the attached April 14,
2024 letter to the City Council, the current impact fee regime leads to particularly
inequitable results.
• In addition, as to all New Smaller Homes when compared with single-family
homes, inequity becomes irrationality. Under Palo Alto's current per -unit impact
fee regime as applied to parcels with existing single-family homes, a property
owner substantially adding to or completely scraping a 2,000 sf primary dwelling
and replacing it with a 5,000 sf or larger primary dwelling will pay no impact fees
at all, whereas the builder of ten 500 sf studios — having a total of 5,000 sf —
might pay over $500,000 in FY2025 for Park Impact Fees alone.
• Moreover, the United States Supreme Court held on April 12, 2024 that the Fifth
Amendment's Takings Clause "does not distinguish between legislative and
administrative land -use permit conditions."5 Since the United States Supreme
Court vacated the judgment of the California Court of Appeal and remanded the
case for further proceedings, it is not clear how emerging federal law affecting
impact fees will develop. The City Council can and should, however, take notice
of this decision.
• Finally, the problems with the "Palo Alto housing tax" have been known
essentially since the current impact regime was put into place by a prior council a
few years ago. Once a new, equitable, rational, and forward thinking approach to
Sheetz v. County of El Dorado, California, Syllabus (601 U. S. (2024)) (Slip Opinion, at p. 1).
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impact fees has been adopted by the City Council — preferably at the first or
second City Council meeting in August - all of the impact fees that have been
charged since the current regime was established should be re -calculated, and
the difference between the fees previously paid and those that would have been
assessed under newly adopted rules should be refunded to applicants with
interest.
Whether or not the City Council suspends the current impact fee regime before
adopting the FY2025 budget, these issues deserve quick and thorough attention at the
first or the second City Council meeting in August. At that meeting, besides adopting a
new approach to impact fees, the City Council should refund the difference between the
fees that applicants have paid in recent years under the current impact fee regime and
the fees that would have been charged under a proper approach.
Attachment
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TO: Palo Alto City Council (City Council) and Planning & Transportation
Commission (PTC)
RE: Recommendations re Agenda Item #13, "Joint City Council and Planning
and Transportation Commission Meeting to Adopt a Resolution Amending
the Comprehensive Plan by Adopting a Revised 2023-31 Housing
Element [etc.]" and Comments re Staff Report 2312-2450 (Staff Report)
DATE: April 14, 2024
FROM: John Kelley
RECOMMENDATION
City Staff have improved the prior version of the 2023-2031 Housing Element
(Housing Element) in important ways, but the PTC and the City Council should
direct City Staff to make further changes in the revised Housing Element prior to
adopting it and delivering it to the California Department of Housing and
Community Development (HCD).
DISCUSSION
1. ADUs Play a Crucial Role in the City's Housing Element
The City relies heavily on accessory dwelling units (ADUs) in attempting to meet
its RHNA. For example, when comparing the "ADUs" row with the "Total Unit Surplus"
row in Table 3-27, "Adequacy of Residential Site Inventory," of the revised draft "Palo
Alto Housing Element 2023-2031 (Redlined),"' for both (a) the combination of the "Very
Low -Income" and the "Low -Income" columns and (b) the "Moderate Income" column,
one can see that the "ADUs" values exceed the "Total Unit Surplus" values. Thus, if the
City fails to produce very low-income, low-income, and moderate -income ADUs to the
extent predicted, much of the "buffer" may disappear, the City may fail to satisfy its
RHNA. Accordingly, assessing the City's constraints on ADU production is vital in
analyzing the sufficiency of the Revised Redline Housing Element.
2. The City's ADU Projections Still Ignore Important Constraints
The City relies on ABAG's technical guidance for estimating the future distribution
of ADUs by income category based on actual Palo Alto production figures from
2019-2021.2 Yet the ABAG technical memo articulates its own limits: "ABAG conducted
1 "Revised Redline Housing Element" or "RRHE,"
https://paloaItohousingeIement.com/wp-content/uploads/2024/04/Palo-Alto-Housing-Element-1.pdf, p.
3-72.
2 https://abag.ca.gov/sites/default/files/documents/2022-03/ADUs-Projections-Memo-final.r df, RRHE, p.
3-8.
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an analysis of ADU affordability and concluded that in most jurisdictions, the following
assumptions are generally applicable."3 "Generally applicable," however, does not
necessarily mean "applicable in Palo Alto" (especially if one considers the "Palo Alto
premium," among other things). Thus, in assessing the RRHE, one must scrutinize the
unique constraints that Palo Alto imposes on ADU production.'
A. Impact Fees
Since an earlier draft of the Housing Element was submitted to the HCD in 2022,
the City Council again raised the impact fees imposed on 750+ sf ADUs.5 Today the
FY2024 facial — essentially "MSRP," because proportionality discounts apply to such
ADUs — total of Community Center, general government, library, park, and public safety
facilities fees for "Single Family" in Palo Alto totals $76,385, more than $3,000 greater
than the base, $72,562 figure discussed in the RRHE.6 Because Palo Alto changed
both the categories used to calculate impact fees and the magnitude of the fees,' their
effects were not reflected in 2019-2021 baseline ADU production figures that the City
has relied upon in its RHNA projections.$ Furthermore, as applied especially to ADUs,
https://abaca ca.gov/sites/defauIt/files/documents/2022-03/ADUs-Projections-Memo-final.pdf, p. 1
(emphasis added).
4 Until recently, Palo Alto's Tree Ordinance, PAMC Chapter 8.10, "TREE AND LANDSCAPE
PRESERVATION AND MANAGEMENT,"
https://codelibrary.amlegal.com/codes/paloalto/latest/paloalto_ca/0-0-0-65934#JD_Chapter8.10, was
among the most important, Palo -Alto -specific constraints on ADU production. At the City Council meeting
on April 1, 2024, the City Council considered a Staff Report incorporating an important finding from the
City Attorney:
During passage of the tree ordinance updates in January, staff confirmed during the Council
Questions that based on CAO analysis of PAMC Chapter 18.09, the updated Title 8 and
applicable state law, the tree ordinance would not apply to stand alone Table I ADU's.
Staff Report 2403-2809,
https://cityofpaloaIto.primegov.com/meetings/ItemWithTemplateType?id=4688&meetingTemplateType=2&
compiled MeetingDocumentld=9485, p. 1 (emphasis added). (Since this statement was attributed to the
City Attorney's Office, it is assumed that the City will follow that guidance and no longer apply the Tree
Ordinance to what are, in effect, statewide exemption ADUs.) Attachment A, the ordinance proposed by
City Staff, was amended at the April 1, 2024 meeting. See the video of the April 1, 2024 meeting,
https://www.youtube.com/watch?v=s2PxdunJHco, beginning at approximately 6:06:59.
5 "ADOPTED MUNICIPAL FEE FISCAL YEAR SCHEDULE 2024," "Impact & In -Lieu Fees," "Development
Impact Fees - Residential," (FY2024 Fee Schedule)
(https://www.cityofpaloalto.orci/files/assets/public/v/1 /administrative-services/city-budgets/fy-2024-city-bud
get/adopted/fy24-muni-fee-book-final.pdf, p. 65.
6 FY2024 Fee Schedule, p. 65, and RRHE p. 4-64. Please note: in the RRHE, a range of values is
provided, "$72,562 - $302,362." See pgs. 4-63 — 4-64 for a discussion of how the $302,362 figure is
calculated. The City acknowledges that such "larger projects involving detached single-family
homes.....are rare...." RRHE p. 4-64. (Perhaps ADU impact fees could even exceed the "MSRP.").
Staff report for 4/20/2021 meeting, p. 8
8
https://www.l)aloaltoonline.com/news/2021 /04/15/palo-alto-hikes-development-impact-fees-for-first-time-in
-20-years Compare the figures on RRHE, p. 3-8.
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the City's impact fee structure is (a) inequitable, for multiple reasons, only one of which
is discussed in the RRHE, and (b) a significant impediment to production of ADUs, a
point not addressed in the City's RRHE financial feasibility analysis. Pgs. 4-64 - 4-65.
The City itself acknowledges that the basic, per -unit fee architecture is
inequitable, but it promises to make amends:
In accordance with state law, fees for ADUs are only charged on ADUs larger
than 750 square feet, and are charged in proportion to the fee that are or would
be assessed on the primary unit. Because Palo Alto has historically charged
per -unit fees for residential development, this has led to some inequitable results,
as the fees for an ADU will depend not only on the size of the ADU, but also on
the size of the primary unit, with higher fees required under state law when the
primary unit is smaller. To avoid this scenario, the City will implement Programs
3.1 and 3.5 to convert fees to a per square foot calculation.9
That is a step in the right direction but remains insufficient to correct past and continuing
harms. This promise lacks a specific deadline, but Program 3.1 refers to December
2024. RRHE, p. 5-15. Still, that program omits some of the impact fees identified
above, is not offered as a specific condition for present acceptance of the RRHE, and
offers nothing to those previously saddled with inequitable housing impact fees to obtain
permits for ADUs in Palo Alto. The City should:
• not submit a further revised Housing Element to the HCD until the current
per -unit system is replaced;
• immediately place a moratorium on charging new impact fees for ADUs until
such a new system is adopted; and, after its adoption,
• recalculate the impact fees for any ADU built after the revised fee schedule was
first adopted in April, 2021, refunding the difference between the previously
charged fees and those that would have been due under the new system to
homeowners.
Even with such changes, however, the City would only be addressing one half of the
inequities built into its current impact fee structure as applied to ADUs.
In the FY2024 Fee Schedule at p. 65, the phrases "Single Family" and "per unit"
tell only a partial story. The City asserts that "the burden of housing costs is being more
equitably distributed across project types," pg. 4-65, but the discussion in the
"DEVELOPMENT IMPACT FEES AND IN -LIEU FEES" section, RRHE pgs. 4-63 — 4-65,
9 RRHE p. 4-64.
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fails to make clear that, as currently implemented, "Single Family" and "per unit"
essentially mean "brand new single-family on a vacant parcel." This implicit meaning of
the fee schedule language is noteworthy given the City's observation that there is a
"lack of vacant land in Palo Alto." RRHE pgs. 4-64. It is inequitable to impose impact
fees on ADUs that vary with the size of the primary dwelling on a parcel — such that a
person with an 800 sf house might have to pay $76,385 to build an 800 sf ADU,
whereas a neighbor with a 3,200 sf house would only pay a quarter of such fees to build
an identical 800 sf ADU. But a far more fundamental inequity becomes evident when
one compares single-family homes and ADUs.
• Instead of building an 800 sf ADU, the hypothetical homeowner with an
800 sf house could instead add 2,400 sf to the house, but since there was
a pre-existing home on the lot, Palo Alto would not currently charge
$76,385 in impact fees, nor indeed any of the park or other impact fees
detailed above, on that home addition, even though it would be three
times the size of the 800 sf ADU alternative.
• If the hypothetical neighbor, with a 3,200 sf house, had the capital and the
desire, the neighbor might "scrape" the entire existing house, rebuild at or
above grade 3,200 sf more luxuriously, and then add a basement, perhaps
2,400 sf in size, and, again, not pay any impact fees.
The City may "implement Program 3.1 Fee Waivers & Adjustments" before New Year's
Eve 2024, RRHE pgs. 4-65, but this does not appear to include a commitment to alter
the fundamental discrimination in Palo Alto's impact fee architecture as implemented:
the City privileges substantial additions to and even complete "scrapes" of single-family
homes, while seeking to shift the vast majority of all housing impact fees to new ADUs,
apartments, condominiums, and townhomes. Palo Alto's impact fees are, in essence,
housing taxes on smaller, non -R-1 dwellings. Such taxes constrain ADU production.
As HCD has recognized,10 one of the merits of ADUs as a housing production
strategy is their low costs. This "lower denominator" means that the impact fees charged
by Palo Alto constitute an outsized percentage of costs for ADUs. As a corollary, the
financial feasibility analysis offered by the City, RRHE pgs. 4-64 - 4-65, is not applicable
to ADUs. Rather than building four dozen townhomes, a Palo Alto homeowner may
only be seeking to build a single 800 sf ADU. Adding even tens of thousands of dollars
to an ADU project may make it significantly less attractive to an individual homeowner,
who generally would have lower access to capital than the developer of 48 townhomes.
Even without reaching the full $76,385 amount, many homeowners with smaller homes
1° "ACCESSORY DWELLING UNIT HANDBOOK UPDATED JULY 2022" ("HCD 2022 ADU
Handbook")(https://www.hcd.ca.gov/sites/default/files/docs/policy-and-research/ADUHandbookUpdate.pdf
), p. 4.
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will end up being charged $25,000, $30,000 or even more in "Planning Impact Fees"
before they can receive a building permit for an ADU from the City. Not everyone in
Palo Alto can put $25,000 on a credit card or send an e -check for $30,000 to the City.
Thus the architecture of City's housing impact fees — already heavily disadvantaging
ADUs — further privileges more economically advantaged homeowners. The City's
financial feasibility tests will be cold comfort for many homeowners building ADUs.
The burden of the City's impact fees on ADUs — whether $25,000 or $75,000 —
will also affect the City's ability to meet its RHNA, particularly for more affordable
housing. This is especially true given the current interest rate environment. If one were
able to obtain — which could be quite difficult — a 30 -year fixed mortgage at 7% to
build an ADU, $30,000 in marginal fees paid to Palo Alto would translate into an
approximately $200 greater monthly payment." $200 per month translates into a sizable
percentage of the 1- and even 2 -person rents described in "TABLE 2-18 MAXIMUM
AFFORDABLE HOUSING COSTS, SANTA CLARA COUNTY, 2021" for the "Extremely
Low Income," "Very Low Income," "Low Income," and even "Median Income rental limits.
RRHE pg. 2-39. Thus the the City's reliance on ADUs to meet its affordable housing
goals is incoherent if not completely inconsistent:
• while relying on ADUs to provide a significant percentage of its more affordable
units, and while knowing that any such tax will constitute a relatively larger
proportion of project costs in comparison with, for example, R-1 developments,
the City nonetheless taxes ADU production; and
• Program 3.1 does not appear to commit the City to correcting the taxation
disparity between new smaller housing units — ADUs, apartments, etc. — and
new additions to or "scrapes" of single-family homes.
Both the magnitude and the architecture of Palo Alto's impact fees significantly
constrain ADU production, particularly production of more affordable ADUs.
B. Utilities Policies
City of Palo Alto Utilities (CPAU) policies further constrain ADU production.
While the UAC may take up this issue at some point in the future, at present the City
follows what is, in essence, a "one -parcel, one service" policy in R-1 neighborhoods.
This means that, for example, electrical, water, and sewer services for a primary
IN
https://www.google.com/search?g=mortgage+calculator&og=mortga&gs Icrp=EgZiaHJvbWUgDQgAEAA
YgwEYsQMYgAQyDQgAEAAYgwEYsQMYgAQyDQgBEAAYgwEYsQMYgAQyBggCEEUYPDIGCAMQR
Rg8MgYIBBBFGD0yBggFEEUYPDIGCAYQRRhBMgYIBxBFGEGoAgCwAgA&sourceid=chrome&ie=UTF
-8
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dwelling and an ADU (or JADU) on the same lot will be provided and billed under one
CPAU account. If a homeowner is seeking to build and rent an ADU (or JADU), this can
cause several types of problems.
• Tiering problems. If a utility's prices are tiered based on consumption (for
example, higher per unit rates above one or more thresholds), then two
households on a single account will be billed at a marginally higher rate than they
would be billed on two separate accounts.
• Overhead and collections problems. Even with sub -metering equipment, a
homeowner renting an ADU will be left with the tasks of calculating charges,
billing, and receiving payment.
• Fundamental capital cost problems, especially with electrical services. Many
existing single-family homes in Palo Alto have existing 100A or 200A electrical
services. Adding even an 800 sf ADU may, based on the normal electrical load
calculation methods followed by CPAU at present, and especially if a homeowner
is seeking to build an all -electric ADU, result in approximately 100A (or more) of
additional electrical load. While other techniques may be used, if one simply
seeks to increase one's electrical service capacity, present CPAU forms and
policies can result in the need for an application to increase the existing electrical
service to 400A, even though some of this capacity is not necessarily needed for
the ADU. Such an electrical upgrade, including both the fees charged by CPAU
and those charged by a contractor, can sometimes cost $10,000 or more.
• "Loser lottery." That first $10,000 cost may not be the biggest cost. CPAU may,
in addition, determine that there is not sufficient capacity in its local distribution
system for a new 400A service, in which case an ADU applicant may have "won"
a "loser lottery": CPAU may determine that, because the ADU would exhaust
local distribution capacity, the ADU applicant should bear the cost of, for
example, upgrading a transformer, or, sometimes, even having also to place a
large pedestal for new CPAU-owned electrical equipment in the applicant's front
yard.12 The "winners" of such a "loser lottery" might have to pay tens of
thousands of additional dollars to CPAU.
Returning to the prior mortgage cost analysis, all of these costs might add another $70,
$140, $210, or more in monthly costs to an ADU project, further undermining its
potential to help the City meet its housing affordability goals.
Other policies could and should be adopted by the City.
12 Requiring such payments and siting equipment on a homeowner's land as conditions for obtaining a
building permit may be quite improper, e.g., as requiring a "public benefit" from a building permit applicant.
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• CPAU could and should give homeowners building ADUs the option — as
determined solely by the homeowner, and at the homeowner's expense — to
build a new ADU (or JADU) with its own utilities, particularly electrical and water
utilities. The homeowner should decide if such capital investments make sense.
• CPAU could and should bear the costs of maintaining its own distribution capacity,
an issue that will probably return to the City Council in other contexts (e.g., future
deliberations regarding S/CAP and electrical infrastructure).
• CPAU could and should move more quickly in accepting, working with, and even
supporting alternative means of calculating electrical loads under the NEC.
With such changes, the City would begin to eliminate some of the most important
constraints on ADU, and especially affordable ADU, housing production resulting from
current CPAU policies.
C. Permitting Policies
Government Code sub -section 66314(a) allows a local agency to designate
areas in which ADUs may be permitted based on "on the adequacy of water and sewer
services and the impact of accessory dwelling units on traffic flow and public safety."13
Government Code sub -section 66317(c) provides: "No local ordinance, policy, or
regulation, other than an accessory dwelling unit ordinance consistent with this article
shall be the basis for the delay or denial of a building permit or a use permit under this
section."14
Despite these and other limits on which types of considerations a local agency
may consider in reviewing an ADU permit application ministerially, the City routinely
routes ADU permit applications to multiple departments whose reviews are not
specifically authorized under the California statute, including, Urban Forestry, Electrical
Utilities, and the gas portion of WGW Utilities. Individualized reviews of ADU permit
applications by such departments, particularly involving non-objective standards,
frustrate the ministerial ADU permit application process. The City's routinely subjecting
13
https://Ieqinfo.legislature.ca.gov/faces/codes displayText.xhtml?IawCode=GOV&division=l.&title=7.&part
=&chapter=13.&article=2.
(formerly Government Code sub -section 65852.2(a)(1)(A), see
https://codes.findlaw.com/ca/government-code/gov-sect-65852-2/httr)s://codes.findlaw.com/ca/governmen
t-code/gov-sect-65852-2/ ).
14
https://Ieginfo.legislature.ca.gov/faces/codes displayText.xhtml?IawCode=GOV&division=l .&title=7.&part
=&chapter= 13.&article=2. (formerly Government Code sub -section 65852.2(a)(7), see
https://codes.findlaw.com/ca/government-code/gov-sect-65852-2/https://codes.findlaw.com/ca/governmen
t-code/gov-sect-65852-2/ ).
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ADU applications to such reviews is another way in which it constrains ADU production,
delays ADU permit issuance, and increases costs to those seeking to build ADUs.
D. Disavowing HCD's AFFH Tools
The HCD has provided tools for determining whether certain types of ADUs are
allowed in particular areas. The "Affirmatively Furthering Fair Housing Data and
Mapping Resources" is an example of one such tool.15 Using it, one can identify, for
example, "High Quality Transit Stop Areas" within Palo Alto:16
Affirmatively Furthering Fair Housing Data and Mapping Resources
15 https://affh-data-and-mapping-resources-v-2-0-cahcd.hub.arcais.com/
16
https://affh-data-and-mapping-resources-v-2-0-cahcd. hub.arcgis.com/datasets/636e3f91 7b3445929f4aa0
647afc40852/explore?location=37.436345%2C-122.134573%2C12.94
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Such a map should allow one, before filing an ADU building permit application, to
determine with precision whether one can build, for example, an 18' detached ADU on
one's property. See_PAMC 18.09.030, Table 1, fn. 5." Despite the availability of such
tools, Palo Alto appears not to recognize their accuracy, and appears to base its
determination of such areas based on its own compilation of data, which may well be
inadequate and incomplete.
Failing to acknowledge and accept the legitimacy of such HCD-provided AFFH
tools is another significant constraint on ADU production, because it makes it more
difficult, more expensive, and more time-consuming to determine whether one can build
the type of ADU that one might seek to build in Palo Alto; even more unfortunately, it
can result in an incorrect determination of whether a particular design is permissible.
3. Compounding Effects and Cumulative Financial Metrics
Extremely high and inequitable impact fees, costly utilities policies, onerous
permitting practices, and disavowal of recognized AFFH tools are all, when considered
individually, significant constraints on ADU production and especially on production of
more affordable ADUs in Palo Alto. Considering them collectively compounds and
multiplies deleterious effects, further reducing the likelihood of the RRHE being
sufficient to meet Palo Alto's RHNA mandates.
• Regulatory uncertainty, such as that caused by the City's failure to acknowledge
HCD-provided AFFH tools may keep an ADU project from ever commencing.
Knowing that friends or neighbors in other parts of Palo Alto can build 18'
detached ADUs (e.g., over an existing detached garage) may set an expectation
for prospective ADU applicants that cannot be verified at the outset of a project.
• Prospective ADU applicants that live in smaller homes and that may also be less
capital advantaged may be dissuaded from building larger ADUs when they can
spend the money in better ways simply by adding onto their existing houses
without incurring enormous impact fees. Why let the City charge $50,000 or
$75,000 for an 800 sf ADU when the same overall budget might support an extra
bedrooms or even more in a 900 sf or larger addition?
• How much will it actually cost, over the lifetime of an ADU, to pay higher marginal
electrical and water service rates with single accounts for both primary dwellings
and ADUs? Who will bear that financial risk?
• Would one decide not to build an all -electric ADU or even drop a project if CPAU
failed to pay the costs for upgrading a transformer in its distribution plant?
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• Who, indeed, would ever want to be the grand -prize "winner" in a "loser lottery,"
having to pay $10,000, $20,000, or even more to install a 400A electrical service,
with the special bonus of housing a CPAU transformer in one's front yard?
• Why should there be any review by Urban Forestry, Electrical Utilities or gas
utilities of 800 sf or smaller ADUs? Why are such reviewing departments in Palo
Alto also sometimes the very last to approve an ADU application, delaying what
is supposed to be a maximum 60 -day, completely objective, and
ascertainable -in -advance, ministerial review process?
• Obtaining an ADU building permit from any local agency in California should be
quick, easy, and inexpensive. Those are not the adjectives that many
homeowners who have built, or who would like to build, ADUs in Palo Alto would
use to describe the City's permitting processes. Instead, as a result of other City
policies and practices, those seeking to build ADUs and other residential
dwellings often come face-to-face with the "Palo Alto Premium," the implicit
surcharge that contractors and others may impose for working in Palo Alto.
All of these effects, especially when considered in combination, take their
cumulative toll, particularly on production of more affordable ADUs in Palo Alto. Yet the
RRHE assumes, based on ABAG's conclusions about circumstances in "most
jurisdictions,"" that over 300 ADUs will be built in Palo Alto over the next several years,
apparently for rental at the "Extremely Low Income," "Very Low Income," and "Low
Income" prices described in Table 2-18. RRHE, pg. 2-39.
In the "AFFORDABILITY" section of the RRHE, the City seems almost to
concede that this is fanciful.
When comparing the home prices and rents shown earlier in Figure 2-17, Figure
2-18, and Table 2-16 with the maximum affordable housing costs presented in
Table 2-18 below, it is evident that extremely low-, very low- and low-income
households in Palo Alto have almost no affordable housing options without
substantial subsidies.
RRHE, pg. 2-39. How is the City intending to provide such subsidies for ADUs?
While Section 2.6 of the RRHE, "HOUSING STOCK CHARACTERISTICS,"
discusses, among other things, means of addressing expiring Section 8 project -based
subsidies, RRHE, pgs. 2-83 - 2-88, it is unclear whether, and if so how, these or other
discussions of potential subsidies would or could apply to the 300+ ADUs the RRHE
assumes would be available at extremely low-, very low- and low-income rental prices.
18 https://abag.ca.gov/sites/default/files/documents/2022-03/ADUs-Projections-Memo-final.pdf, p. 1.
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What is known is that the combination of extremely high and inequitable impact fees,
costly utilities policies, onerous permitting practices, and disavowal of recognized AFFH
tools operates as an anti -subsidy, as a housing tax, especially on ADUs.
The City does not appear to have offered an ADU-specific financial analysis of
such constraints. What metrics might one use to assess the City's policies and
practices on ADU housing production? At least two come to mind.
One standard has a proven track record of success at the state level. During
those parts of a fiscal year when its funding has not been fully allocated, and for eligible
recipients, the maximum $40,000 grants offered by CaIHFA appear to have been
successful in stimulating ADU production.
CaIHFA's ADU Grant Program has already created more housing units in
California by providing grants up to $40,000 to reimburse pre -development and
non -recurring closing costs associated with the construction of an ADU.
Pre -development costs include site prep, architectural designs, permits, soil
tests, impact fees, property surveys, and energy reports.19
Under the 2023-24 state budget, which provided $25 million for the project, there
appears to have been "high demand"20 for such grants. As a first approximation, and
certainly one that would appear to be more relevant to ADU construction than a survey
of four dozen townhomes, a $40,000 marginal cost might be more than sufficient to
have negative implications for ADU production.
A second method of calculation might be based upon the Santa Clara County
ADU "Accessory Dwelling Unit Calculator."21 Assuming that one were seeking to build a
"0 Bed /1 Bath / 0 / 400 sqft" studio in Palo Alto, the calculator projected $184-224K in
development costs, an estimated monthly rent of $1,600 - $2,000, monthly expenses of
$1,500 - $1,900, based upon a capital structure of a $60,000 cash investment and a
$144,000 loan with a 20 year term and an 8% interest rate, yielding an estimated
monthly mortgage payment of $1,194. Since the estimated monthly rent was quite
comparable to the estimated monthly expenditures with this capital structure, it appears
that most of the economic benefit was projected to be realized as an increase in
property value. "It is estimated that your ADU will increase your home value by
$214,000.22 But using $60,000 in cash, and leveraging it with a $144,000 mortgage —
even if one could obtain such a mortgage — to produce an increase in value of
19 https://www.calhfa.ca.gov/adu/index.htm
20 https://www.calhfa.ca.gov/homeownership/bulletins/2023/2023-12.pdf
21 https://citiesassociation.org/documents/santa-clara-county-adu-calculator/
22 https://santaclaracounty.aducalculator.orci//
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Attachment C -
Correspondence
$214,000 in a relatively illiquid asset with relatively high sales transaction costs would
appear, on its face, to be only modestly attractive as an investment opportunity when
10 -year Treasury bonds are yielding, at least at this time, over 4.5%.23 As a result, one
might expect an economically motivated ADU applicant to strive to increase rents
higher, potentially to levels above what the City has contemplated in Table 2-18.
There is a substantial chance that Palo Alto's constraints on ADU production will
cause the City to fail to meet its projected targets for extremely low-, very low- and
low-income ADUs. As a result, the City's "Buffer above Remaining RHNA After
Credits," RRHE, pg. 3-72, for those categories of affordable housing units may be lost.
In addition to the policy changes discussed above — eliminating or greatly
reducing impact fees on ADUs; returning previously inequitably levied impact fees to
homeowners; allowing, at a homeowner's option and expense, for separate electrical
and water utilities services for ADUs; ending Urban Forestry, Electrical Utilities, and
WGW gas -related departmental reviews; and accepting the results of HCD's AFFH tools
— this analysis points towards the types of policy interventions to which the City should
commit itself if it truly intends to rely upon ADUs as an important source of extremely
low-, very low- and low-income housing during the current RHNA cycle. It could and
should:
• replicate the maximum $40,000 grants offered by CaIHFA, perhaps in
cooperation with CaIHFA itself.
• offer qualifying ADU applicants, perhaps using the same income and other
qualifications established by CaIHFA, to provide, e.g., $200,000 - $300,000 loans
at the City's cost of capital to those applicants willing to offer rentals at federally
approved rates for a period of 10 years with "on -bill payments," perhaps through
the CPAU's own billing system; and
• immediately implement AB 1033: "Accessory dwelling units, also referred to as
ADUs and "granny flats," have been available in California only as rentals. But a
new law, Assembly Bill 1033, is giving Californians the opportunity to buy and sell
them as condominiums," creating an important innovation to foster actual
ownership of smaller homes in Palo Alto.
Palo Alto has the capability, the credit rating, and the spirit of innovation to provide
capital and new forms of ownership for more affordable housing in our community. The
City can augment ADU production, especially of more affordable ADUs, should the City
Council demonstrate leadership and commitment to such goals.
23 https://www.bloomberg.com/markets/rates-bonds/government-bonds/us
12
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Attachment C -
Correspondence
From:
Megan Watson
To:
Council, City
Cc:
Ted 0"Hanlon; Lait, Jonathan
Subject:
Sep. 23rd, 2024 - City Council Special Meeting - Agenda Item #3
Date:
Monday, September 23, 2024 4:08:29 PM
Attachments:
image001.onng
imaQe006.pnnQ
image007.onng
image008.onna
CAUTION: This email originated from outside of the organization. Be cautious
of opening attachments and clicking on links.
To Members of the City Council,
This e-mail is being submitted in response to Agenda Item #3 on the Consent Calendar,
which proposes to amend the Development Impact Fees from a per Unit basis to a per
Square Foot basis for Residential Development. This is a necessary issue to be considered
by City Council and we are grateful for the efforts that have been put forth to evaluate it
tonight. Grubb Properties has been vocal about the City's need to reduce its impact fees. At
their current level, these impact fees pose a direct barrier to the City's housing production
goals. The Park Fees specifically have had an outsized effect on this and have rendered
our 102 -unit project at 788 San Antonio impossible to build in its current form.
The most troubling aspect of this proposal before you tonight, is that the recommended
Framework 1 — Distinct Rate, imposes an all -in rate of $21.10 per Sq. Ft. on Single Family
projects while Multi -Family would be assessed at $49.99 per Sq. Ft. Under this framework,
an 850 sq. Ft. Rental Unit would pay the exact same fee as a 2,014 sq. ft. Single Family
Home. Not only is this blatantly inequitable, but it also sends a clear message that residents
in Multi -Family dwellings are responsible for subsidizing residents in Single -Family homes.
The entire point of AB 602 is to make impact fees fairer and more proportional. Framework
1 flies in the face of that goal.
Amid an unprecedented housing crisis, the last thing Palo Alto should do is penalize
smaller rental residences, in denser projects, while encouraging sprawl and widening the
equity gap between renters and homeowners. Framework 1 does not go far enough, and
we strongly encourage City Council to move in favor of something more akin to Framework
2 — Consolidated Rate. As Staff reports, this option would encourage an increase in
housing inventory and would be more beneficial to multi -family development, where a
greater impact to more residents can be made.
This is a tremendously important issue and we appreciate Council's careful consideration
on how the matter will impact Palo Alto's future housing goals.
Sincerely,
Megan Watson
Senior Director I Grubb Properties
10000 West Washington Blvd
WeWork, 6th Floor
Culver City, CA 90232
Mobile: 405-973-5229
mwatson@arubbproperties.com
grubbproperties.com
in f V
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City Council
Staff Report
From: City Manager
CITY O F Report Type: ACTION ITEMS
PALO Lead Department: Planning and Development Services
ALTO Meeting Date: November 18, 2024
Report #:2410-3587
TITLE
FIRST READING: Adoption of an Interim Ordinance Amending Chapters 18.04, 18.16, 18.30(A),
and 18.30(C) of the Palo Alto Municipal Code to Implement High Priority Retail Revitalization
Measures and Direction; Adoption of an Identical Emergency Ordinance; and Direction to Staff
to Advance Other Initiatives Related to the City Council's Economic Development and Transition
Policy. CEQA Status: Exempt Pursuant to CEQA Guidelines Section 15061(b)(3).
RECOMMENDATION
The Retail Ad Hoc Committee, Planning and Transportation Commission, and Staff recommends
the City Council:
1. Adopt the attached emergency ordinance (Attachment A) and interim ordinance
(Attachment B);
2. Direct staff to work with the Planning and Transportation Commission on the following:
a. continued refinement of the definition of retail -like land uses to establish a
performance -based criteria that promotes pedestrian activity in commercial
areas
b. expansion of the permitted uses in the ground floor (GE) and retail (R) combining
districts and standards to allow non -retail like uses in certain circumstances;
c. review and recommend changes to the geographic extent or applicability of the
City's retail preservation ordinance; and,
3. Direct staff to include a comprehensive update to the City's zoning code as an objective
for Council consideration in 2025 work plan.
EXECUTIVE SUMMARY
The report and accompanying urgency ordinance propose changes to streamline zoning
regulations, increase flexibility in permitted land uses, and update parking policies to meet
current needs.
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Key recommendations include modifying the formula retail definition, increasing flexibility for
"retail -like" uses, introducing practical waivers, and expanding permissible uses for ground -
floor spaces. Additional provisions address the inclusion of pet grooming, financial institutions,
and automobile showrooms as potential retail -like uses. Staff has also incorporated an
ordinance to allow for practical waivers, replacing the high threshold required for waivers with
a "practical difficulty" standard to facilitate space adaptations. This report seeks Council's
direction on these recommendations to enhance the city's commercial district vitality and
better meet evolving market demands.
These actions transmit the Planning and Transportation Commission and Retail Ad Hoc
recommendation for specific zoning code changes to advance the objectives of the City's
Economic Development and Transition priority. The recommendations in this report are
informed by prior work prepared by the City related to its retail resiliency interests and
supplemented with professional services provided by Michael Baker International.
The Planning and Transportation Commission held multiple meetings from October 2023
through August 2024, examining various aspects of the Michael Baker International report.
These discussions led to prioritized recommendations for zoning code adjustments, which were
subsequently reviewed by the City Council's Retail Ad Hoc Committee in September 2024.
BACKGROUND
Staff have been working with the Planning and Transportation Commission and professional
service contractor, Michael Baker International, to respond to the City Council's Economic
Development and Transition priority. Specifically, implementation of Objective ED&T 12 to
conduct stakeholder outreach and present recommendations to Council for a citywide retail
zoning strategy and receive direction for ordinance implementation.
This work ties into earlier efforts, including the City Council's reinstated economic development
position as part of the fiscal year 2023 budget and review of a comprehensive economic
development strategy report prepared by Streetsense and presented to the Council in August
2023. Michael Baker International expanded upon the Streetsense report conducting additional
local outreach, peer city reviews and policy review to identify strategies that support a more
robust retail environment at the land use regulatory level.
The Planning and Transportation Commission reviewed various components of the Michael
Baker International report at the following meetings and additionally formed an ad hoc group
to examine the strategies more deeply on four other occasions:
• October 25, 2023: Introduction/check in including reviewing the scope of work
• January 31, 2024: Peer cities comparison and stakeholder interviews results
• February 28, 2024: The PTC met to create a PTC Ad Hoc
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• March 13, 2024: Presentation regarding strategies and policy recommendations
• March 27, 2024: Reviewed strategy recommendations
• April 24, 2024: Continued discussion on retail strategies
• May 8, 2024: Continued discussion and initial recommendation development
• August 14, 2024: Prioritization of recommendations to Council
The culmination of this work was presented to the City Council's Retail Ad Hoc on September
18, 2024.1
The Michael Baker International report (Attachment C) highlights Palo Alto's high retail and
office vacancy rates, complex regulatory framework and market shifts as key factors impacting
the city's retail resiliency and includes recommendations to streamline zoning regulations with
flexible land use definitions and updated parking policies to address these challenges. The
specific, prioritized, zoning recommendations are provided in Attachment D and were the focus
of the Retail Ad Hoc's discussion in September.
The City Council's Retail Ad Hoc met to consider the recommendations that would facilitate the
establishment of retail and retail -like uses in the City in support of the City's Economic
Development and Transition Policy. The ad hoc voted unanimously to support the following
motion:
MOTION: Council Member Lythcott-Haims moved, seconded by Council Member Burt, to
recommend the City Council:
1. Direct staff to bring an urgency ordinance with the following recommendations:
a. Approve Recommendation # 2, raising formula retail threshold from 10 to 50
(based on number businesses in California)
b. Approve Recommendation #8 but excluding gyms directly on California Ave
c. Approve Recommendation #7.1 of retail -like definition
d. Approve Recommendation #6
2. Direct staff to:
a. Analyze Recommendation #1 with analysis of AB 2097 and interchangeability of
uses and evaluate reactivation of parking assessment district.
b. Analyze Recommendation #3 to amend retail preservation ordinance and evaluate
geographic boundaries for its application and permitted uses for what remains
within potentially amended boundaries.
'Staff Report, dated September 18, 2024:
https://citvofoaloaIto.primeeov.com/Public/ComoiledDocument?meetingTemplateld=14948&com DileOutputTvpe=1
Action Minutes, dated September 18, 2024:
https://cityofpaloalto.primegov.com/Public/Compiled Document?meetingTemplateld=14947&compileOutputTVpe=1
Meeting Recording from September 18, 2024:
https://cityofpaloaIto.primegov.com/Public/Com piledDocument?meetingTemplateld=14947&com pileOutputTVpe=1
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c. Analyze Recommendation #7.2
d. Carry out Recommendation #5
e. Recommend dation #11 and 13 to merge with Recommendation #15
f. Carry out Recommendation #15
3. Reject the following recommendations:
a. Recommendation #4
b. Recommendation #9
c. Recommendation #10
This report advances components of the first multi -part portion of motion (#1) and provides an
update on the other recommendations.
ANALYSIS
The attached urgency and interim ordinances makes a few discrete changes to the City's land
use policies as set forth in the zoning code, including:
• modification to the formula retail requirements;
• changes to the retail -like definition and addition of an automobile showroom definition;
• adjustments to the permitted land uses in the ground floor (GF) and retail (R) combining
districts; and,
• relaxed standards to request a waiver or adjustment from the requirement to establish
a retail or retail -like use in the GF and R combining districts.
Formula Retail (Recommendation 2, Attachment D)
The City's formula retail requirements only apply to commercially zoned property on California
Avenue. The ordinance was established in 2015 with the intent to preserve the unique
character of the shopping district by restricting the proliferation of chain stores while also
supporting an environment conducive to small local business owners.
Formula retail is defined in the zoning code as a business with 10 or more locations in the
United States that share standardized characteristics such as menu, services, decor, uniforms,
architecture, facade, color schemes, signs, trademarks or servicemark. While formula retail is
not prohibitive, the requirement for a discretionary conditional use permit is a deterrent to
applicants seeking to establish these uses.
The Michael Baker International report recommends changes to the formula retail
requirements to increase flexibility and encourage a balance between local and franchise
businesses in this district. Specifically, the consultant recommends revising the definition of
formula retail to apply only to restaurant uses and raising the threshold from 10 to 50 United
States locations before a conditional use permit is required. The recommendation also
encouraged the City to go further and change the standard from a national perspective to just
California; the Retail Ad Hoc agreed and the attached ordinance has been drafted accordingly.
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Adjust Conditional Use Permit Threshold From 1,800 to 3,000 Square Feet (Recommendation 8,
Attachment D
One of the recommendations in the Michael Baker International report was to relax the
threshold for when a conditional use permit was required for gyms. Throughout much of the
city where gyms are permitted, there is a requirement for a conditional use permit when the
space for the gym exceeds 5,000 square feet or at any size when fronting University Avenue.
Only on California Avenue itself is the threshold set to 1,800 square feet. The consultant
recommendation was to raise the 1,800 square foot threshold for gyms on California Avenue to
3,000 square feet. It is unclear from the Retail Ad Hoc's motion if the intent was to eliminate
gyms from occupying any space on California Avenue or to not adjust the conditional use
permit threshold. Accordingly, there is no change in the attached ordinance. The City Council
can give direction to staff on what if any changes it would like to make concerning gyms and
conditional use permit thresholds for inclusion in the ordinance.
Retail -Like Definition and Changes to GF and R overlays (Recommendations 7.1 and
Attachment D)
The Michael Baker International report recommends expanding the retail -like definition to
include uses that generate pedestrian activity. This change aims to allow greater flexibility filling
ground floor vacant spaces with businesses that contribute foot traffic and vibrancy, even if the
use does not fit traditional retail definitions. This approach is intended to help reduce persistent
vacancies, support a lively commercial environment, and adapt to evolving consumer behaviors
that may prefer a wider range of services and experiences in commercial shopping districts.
Providing increased flexibility however suggests moving away from detailed lists of land uses
that defines what is permitted at a given tenant space and enabling staff to exercise judgement
when deciding if a proposed use meets the intent of the code to generate pedestrian activity.
The Retail Ad Hoc supported the consultant recommendation to add language to the retail -like
definition to allow commercial uses that are accessible to the general public, generate walk-in
pedestrian clientele, and contribute to a high level of pedestrian activity. The Retail Ad Hoc did
not get into sufficient discussion to further define retail -like uses and this report and ordinance
provides an opportunity to do so. However, the staff recommendation in this report would
have the City Council make a minor but meaningful adjustment to the definition to allow
financial institutions and add a catch-all category. Staff recommends deferring a more in-depth
conversation to the Planning and Transportation Commission to review and recommendation.
Based on the Michael Baker International report, staff has also made some changes in the
proposed ordinances to allow pet grooming and financial institutions as permitted land uses in
the GF floor (University & Middlefield Avenues) and R (California Avenue) combining districts.
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These changes were not explicitly discussed by the Retail Ad Hoc and are presented to the City
Council for deliberation and direction to staff.
Pet Grooming
Pet grooming services can attract regular foot traffic and contribute to activity within mixed -use
urban areas. These services bring consistent, repeat visits from pet owners who return for
routine grooming and care, which may increase nearby foot traffic. Customers often utilize
nearby retail or dining options while waiting, potentially benefiting surrounding businesses.
Additionally, pet grooming meets a practical need in urban environments, especially for
residents in apartments who may have limited space for pet care. This service aligns with
efforts to create a pedestrian -friendly, community -oriented downtown setting.
Pet grooming would also be permitted as a retail -like use in other parts of the City with the
proposed changes to that definition.
Financial Institutions
Financial institutions are also listed in the attached ordinance and recommended by the
consultant for inclusion in the retail -like definition and staff has also added it to the GF and R
combining districts. Historically, this City has resisted allowing financial institutions or banks in
the core retail zones for a number of reasons. While banks generate pedestrian traffic, it's
clientele may be more limited generating less foot traffic than other retailers. It may also result
in less cross -shopping creating fewer synergistic opportunities with other land uses in the area.
Bank storefronts can be uninviting compared to the visual appeal of retailers with changing
storefronts. Bank hours are also not generally aligned with evening or nighttime activity
potentially reducing a retail area's liveliness or appeal.
While banks may not have the dynamic storefront appeal of certain retailers, their presence in
a pedestrian retail area can bring stability, economic support, and a steady flow of potential
customers, fostering an environment where other businesses can thrive. The City Council could
consider concentration limits if there was concern about too many banks being located in an
area but this too begins to reduce some of the flexibility that brokers, property owners and
property managers have been seeking.
Automobile Showroom
A new definition is proposed in the ordinance to allow automobile showrooms as a retail -like
use. This definition is narrower than and replaces "automobile dealership" as a retail -like use.
This land use may enhance visual appeal and introduce some novelty and attraction while
potentially increasing foot traffic and complement other retailers in the area. Such a land use
may or may not generate sales tax revenue and may not be as appeal to all visitors to the area
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but it creates additional opportunities to potentially fill vacant tenant spaces. As drafted, the
ordinances do not permit automobile showrooms in the GE and R overlay areas, but the Council
could direct their inclusion.
Practical Waivers and Hardships
The Michael Baker International report highlights that the City's current waiver standard, which
allows the replacement of a retail space with a non -retail or retail -like use, is overly restrictive.
This standard requires property owners to prove an "unconstitutional taking of all economic
value" to qualify for relief, presenting a major obstacle to adapting spaces to evolving market
needs. This high threshold limits flexibility, contributing to increased vacancies as property
owners struggle to meet the stringent requirements for waivers.
To address this issue, Recommendation 6 in Attachment D proposes amending zoning
regulations for the ground floor and retail combining districts to incorporate more practical
waivers and adjustments. Key changes include replacing the high unconstitutional taking
standard with a more accessible "practical difficulty" standard, enabling property owners to
seek relief more easily. Additionally, it incorporates an existing provision from the retail
preservation ordinance to establish an Alternative Viable Active Use standard, permitting
alternative active ground -floor uses that promote pedestrian activity and align with district
goals. A request for a waiver is reviewed and approved by the City Council.
These adjustments aim to reduce vacancies, increase flexibility in space adaptation, and
ultimately support the economic vitality of commercial areas.
Other Retail Ad Hoc Recommendations
The Michael Baker International report included a number or other recommendations that the
Planning and Transportation Commission and Retail Ad Hoc reviewed. One of these items
related AB 2097 is already scheduled for Council review, discussion and direction. Two other
recommendations related to evaluating the retail preservation ordinance and exploring
opportunities to allow non -retail or non -retail -like uses in the back portion of an existing retail -
oriented tenant space requires further research and analysis. The recommendation in this
report is for staff to work with the Planning and Transportation Commission to further develop
these policies and report back to Council. Recommendation 5 in Attachment D does not require
Council action and staff will follow up by preparing a handout that provides clarity on what land
uses are permitted in the City's various commercial zoning districts. There are three other
recommendations that are mid- to long-term work related to comprehensively updating the
City's zoning code. This is an overdue, costly and time-consuming effort that staff intends
updating the Council further during the priority setting and budget update for next fiscal year.
Lastly, there three recommendations that were not supported by the Planning and
Transportation Commission or Retail Ad Hoc. One was related to the aforementioned state law
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concerning AB 2097 (Recommendation 4). The other two recommendations (9 and 10) relate to
changes in long standing City policies concerning office floor area. Staff concurs and notes that
direction to follow up on these two recommendations represents a distinct planning initiative
that is not accounted for in the current department work plan and would compete with other
Council priorities in the upcoming priority setting discussion.
FISCAL/RESOURCE IMPACT
The recommendation in this report does not have any significant fiscal or resource impacts.
Preparation of the ordinance and implementing policies can be absorbed through existing
department funding.
STAKEHOLDER ENGAGEMENT
Michael Baker International and staff conducted stakeholder interviews with landowners,
businesses, the Chamber of Commerce, and interviewed peer cities. In addition to agendized
action item discussions, the PTC held six study sessions and held four PTC ad hoc meetings. As
discussed in this report, the City Council's Retail ad hoc committee also met to discuss this on
September 18, 2024.
ENVIRONMENTAL REVIEW
The recommended action is exempt from the California Environmental Quality Act (CEQA) in
accordance with CEQA Section 15061(B)(3) of the CEQA Guidelines in that it can be seen with
certainty that the project will not have a significant impact on the environment.
ATTACHMENTS
Attachment A: Emergency Interim Ordinance Implementing Near -Term Retail Items
Attachment B: Temporary Interim Ordinance Implementing Near -Term Retail Items
Attachment C: Final Retail Revitalization Report (May 2024)
Attachment D: Michael Baker International Report Prioritized Recommendations
APPROVED BY:
Jonathan Lait, Planning and Development Services Director
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Ordinance No.
Item 10
Attachment A -
Emergency Interim
Ordinance Implementing
Near -Term Retail Items
Emergency Ordinance of the Council of the City of Palo Alto Amending Chapters
18.04, 18.16, 18.30(A), and 18.30(C) of the Palo Alto Municipal Code to
Immediately Implement High Priority Retail Revitalization Measures
The Council of the City of Palo Alto ORDAINS as follows:
SECTION 1. Findings and Declarations. The City Council finds and declares as follows:
A. Like many communities, the City of Palo Alto has experienced high vacancy rates in retail
districts, which have been compounded by challenges associated with the COVID-19
pandemic as well as ongoing retail trends. Accordingly, the City Council has included retail
revitalization as a Council priority for the past several years.
B. Throughout 2023 and 2024, City staff, the Planning and Transportation Commission (PTC),
and the City's consultant Michael Baker International (MBI) worked together to develop a
Retail Study Report intended to inform a citywide retail zoning strategy.
C. On September 18, 2024, the City Council Retail Committee reviewed the Final Draft Retail
Study Report and provided direction to staff on several zoning amendments should be
implemented immediately to support retail and retail -like uses in the City.
D. Although the PTC held six hearings on the Retail Study (in addition to four meetings of the
PTC retail ad hoc committee), the PTC has not yet considered or recommended specific,
proposed amendments to Title 18 (Zoning) of the Palo Alto Municipal Code (PAMC).
E. The City Council finds that there is insufficient time for the PTC to consider and recommend
those amendments identified by the City Council Retail Committee for immediate
implementation. The Council therefore finds that an interim ordinance pursuant to PAMC
Section 18.80.090 is an appropriate measure, pending consideration of a permanent
ordinance by the PTC. Upon recommendation of City Staff and the Planning and
Transportation Commission, the Council of the City of Palo Alto desires to adopt regulations
responding to and implementing these state laws.
F. In addition, the City Council finds that an emergency ordinance enacting the following
amendments to Title 18 of the PAMC is necessary to preserve the public peace, health, or
safety, because the measures contained herein are necessary to support a thriving retail
sector, which is an essential priority for the City.
//
//
1
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SECTION 2. Section 18.04.030 (Definitions) of Chapter 18.04 ( Near Term Retail Items a 18
(Zoning) of the Palo Alto Municipal Code is hereby amended as follows (additions underlined;
deletions struck through; text omitted but unchanged noted by bracketed ellipses):
18.04.030 Definitions
(a) Throughout this title the following words and phrases shall have the meanings ascribed in this
section.
[...1
(12.5) "Automobile dealership" means a use primarily engaged in sale, lease, service, or minor
repair of new and used automobiles and trucks. Other accessory services incidental and
supporting auto sales include service bays for engine, transmission, air conditioning, and minor
painting, body and fender repair, car wash, auto rental, and similar services.
12.6) "Automobile showroom" means a use primarily enea&ed in the sale of new and used
automobiles and trucks, or the display and demonstration of automobiles and trucks for the
purpose of facilitating sales, but which does not involve on -site storage of inventory, except as
incidental to the showroom use. Automobile showroom serves primarily pedestrian clientele
and is distinct from Automobile Dealership.
(57.6) "Formula retail business" means an rctai' persona' or eating and drinking service that
is one of (10) fifty (50) or more business locations in the State of California United States
required by contractual or other arrangement to maintain any of the following standardized
characteristics: merchandise, menu, services, decor, uniforms, architecture, facade, color
scheme, signs, trademark, or servicemark. For purposes of this definition:
(A) "Standardized merchandise, menu and/or services" means 50% or more of in- stock
merchandise from a single distributor bearing the same or similar markings; 50% or
more of menu items identical in name and presentation with other locations; or 50%
or more of services offered identical in name or presentation with other locations.
(B) "Decor" means the style of interior furnishings, which may include but is not limited
to, style of furniture, wall coverings or permanent fixtures.
(C) "Color Scheme" means the selection of colors used throughout, such as on the
furnishings, permanent fixtures, and wall coverings, or as used on the facade.
(D) "Uniforms" means standardized items of clothing including but not limited to
standardized aprons, pants, shirts, smocks or dresses, hats, and pins (other than name
tags) as well as standardized colors of clothing.
(E) "Facade" means the face or front of a building, including awnings, looking onto a
street or an open space.
(F) "Trademark" means a word, phrase, symbol or design, or a combination of words,
phrases, symbols or designs that identifies and distinguishes the source of the goods
from one party from those of others.
2
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(G) "Servicemark" means a word, phrase, symbol or design, or a Near -Term Retail Items rds,
phrases, symbols or designs that identifies and distinguishes the source of a service
from one party from those of others.
(125.1) "Retail -like use" means a use generally open to the public during typical business hours
and predominantly engaged in providing services closely related to retail services, including but
not limited to:
(A) Eating and drinking services, as defined in subsection (47);
(B) Hotels, as defined in subsection (73);
(C) Personal services, as defined in subsection (114);
(D) Theaters;
(E) Travel agencies;
(F) Commercial recreation, as defined in subsection (33);
(G) Commercial nurseries;
(H) Automobile showrooms dcalcrhip, as defined in subsection (2..12.6); and
(I) Day care centers, as defined in subsection (42)-
(J) Financial services, as defined in subsection (56);
(K) Other commercial uses, services, or activities determined by the Director of Planning
and Development Services to be accessible to the general public, generate walk-in
pedestrian clientele, and contribute to a high level of pedestrian activity.
SECTION 3. Sections 18.30(A).040 (Permitted Uses) and 18.30(A).050 (Conditional Uses),
and 18.30(A).070 (Waivers and Adjustments) of Chapter 18.30(A) (Retail Shopping (R) Combining
District Regulations) of Title 18 (Zoning) of the Palo Alto Municipal Code are hereby amended as
follows (additions underlined; deletions struck through; text omitted but unchanged noted by
bracketed ellipses):
18.30(A).040 Permitted Uses
Except to the extent a conditional use permit is required pursuant to Section 18.30(A).050, the
following uses shall be permitted in an R district:
(a) Eating and drinking services, except drive-in and take-out services.
(b) Personal services, except the following on California Avenue: beauty shops; nail —salon ;
; fitness
or exercise studios exceeding 1,800 square feet in gross floor area; and Iearning c„ntcr
ntcndcd f.,, individual o small group sctting�
(c) Retail services.
(d) Financial services. except drive-in services.
{ Pet grooming services.
{)M All other uses permitted in the underlying commercial district, provided they are not
located on a ground floor.
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18.30(A).050 Conditional Uses
Item 10
Attachment A -
Emergency Interim
Ordinance Implementing
Near -Term Retail Items
The following uses may be conditionally permitted in an R district, subject to the issuance of a
conditional use permit in accord with Chapter 18.76 (Permits and Approval):
ta-} Financial services, exceptdrive inrservices, on a -ground floor.
f ) f� All other conditional uses allowed in the underlying commercial district provided they are
not located on a ground floor.
-c4[ Formula retail businesses on California Avenue.
{ j_Beauty shops, nail salons shops, f Fitness or exercise studios exceeding 1,800
square feet in gross floor area on California Avenue; and learning centers intended for individual
or small group settings.
18.30(A).070 Waivers and adjustments.
f jThe following shall be grounds for a request for waiver or adjustment of this Ordinance Chapter:
{a (1) Economic Hardship. An applicant may request that the requirements of this Ordinance
Chapter be adjusted or waived only upon a showing that strict application would result in
an unreasonable financial burden on the property. applying the requirements of this
Ordinance would effectuate an unconstitutional taking of property or otherwise have an
(2) Alternative Viable Use. An applicant may request that the requirements of this Chapter
18.30(A) be adiusted or waived based on a showing that: the permitted retail or retail -like
use is not viable: the proposed alternative use will support the purposes of the combining
district and Comprehensive Plan land use designation; and the proposed use will encourage
active pedestrian -oriented activity and connections.
(b) Documentation. The applicant shall bear the burden of presenting substantial evidence to
support a waiver or modification request under this section and shall set forth in detail the
factual and or legal basis for the claim, including all supporting technical documentation. Any
request under this section shall be submitted to the Planning and Development Services
Community Environmental Director together with the fee specified in the municipal fee
schedule and an economic analysis or other supporting documentation. A request under this
section shall be acted upon by the City Council.
SECTION 4. Sections 18.30(C).020 (Permitted Uses) and 18.30(C).030 (Conditional Uses)
of Chapter 18.30(C) (Ground Floor (GF) Combining District Regulations) of Title 18 (Zoning) of the
Palo Alto Municipal Code are hereby amended, and Section 18.30(C).050 (Waivers and
adjustments) is hereby added as follows (additions underlined; deletions struck through; text
omitted but unchanged noted by bracketed ellipses):
18.30(C).020 Permitted Uses
(a) The following uses shall be permitted in the GF combining district, subject to restrictions in
Section 18.40.180:
(1) Eating and drinking;
4
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Attachment A -
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Emergency Interim
Ordinance Implementing
(2) Hotels; Near -Term Retail Items
(3) Personal services, except ef-the following on parcels with frontage on University Avenue:
fitness and exercise studios exceeding 3,000 square feet in gross floor area, wh^re uses defin^d in
S cti„n 18.04.030(114)(B), O3O(14)(B) (G) (H) and (1) arc t p mittcd.
(4) Retail services;
(5) Theaters;
(6) Travel agencies;
(7) Commercial recreation up to 5,000 square feet in gross floor area, except for parcels with
frontage on University Avenue;
(8) Financial services, except drive-in services;
(9) Pet grooming services;
{�} 10 All other uses permitted in the underlying district, provided such uses are not on the
ground floor.
(b) Elimination or conversion of basement space currently in retail or retail -like use or related
support purposes is prohibited.
(c) Entrance, lobby, or reception areas serving non -ground floor uses may be located on the
ground floor to the extent reasonably necessary, provided they do not interfere with the ground
floor use(s), and subject to the approval of the Director.
18.30(C).030 Conditional Uses
(a) The following uses may be conditionally allowed on the ground floor in the GF ground floor
combining district, subject to issuance of a conditional use permit in accord with Chapter 18.76
(Permits and Approvals) and with the additional finding required by subsection (b), subject to
restrictions in Section 18.40.160:
(1) Business or trade school;
(2) Commercial recreation over 5,000 square feet in gross floor area or with frontage on
University Avenue;
(3) Day care;
(4) Financial scrviccs, e pt drivc 7scrviccs;
( 4) General business service;
(6) Learning centers intcnded for individual r small group -settings;
(-5) All other uses conditionally permitted in the applicable underlying district, provided such
uses are not on the ground floor.
(b) The director may grant a conditional use permit under this section only if he or she makes the
following findings in addition to the findings required by Chapter 18.76 (Permits and Approvals):
(1) The location, access or design of the ground floor space of the existing building housing
the proposed use, creates exceptional or extraordinary circumstances or conditions
applicable to the property involved that do not apply generally to property in the same
district.
(2) The proposed use will not be determined to the retail environment or the pedestrian -
oriented design objectives of the GF combining district.
(c) Any use conditionally permitted pursuant to this section shall be effective only during the
existence of the building that created the exceptional circumstance upon which the finding set
forth in subsection (b) was made.
5
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Item 10
Attachment A -
Emergency Interim
Ordinance Implementing
Near -Term Retail Items
18.30(C).050 Waivers and adjustments.
(a) The followin& shall be &rounds for a reauest for waiver or adjustment of this Chanter:
(1) Economic Hardship. An applicant may request that the requirements of this Chapter be
adjusted or waived upon a showing that strict application would result in an unreasonable
financial burden on the property.
(2) Alternative Viable Use. An applicant may request that the requirements of this Chapter
18.30(A) be adjusted or waived based on a showing that: the permitted retail or retail -like
use is not viable; the proposed alternative use will support the purposes of the combining
district and Comprehensive Plan land use designation; and the proposed use will encourage
active pedestrian -oriented activity and connections.
(b) Documentation. The applicant shall bear the burden of presenting substantial evidence to
support a waiver or modification request under this section and shall set forth in detail the
factual and/or legal basis for the claim, including all supporting technical documentation. Any
request under this section shall be submitted to the Planning and Development Services
Director together with the fee specified in the municipal fee schedule and an economic analysis
or other supporting documentation. A request under this section shall be acted upon by the
City Council.
SECTION 5. If any section, subsection, clause or phrase of this Ordinance is for any reason
held to be invalid, such decision shall not affect the validity of the remaining portion or sections of
the Ordinance. The Council hereby declares that it should have adopted the Ordinance and each
section, subsection, sentence, clause or phrase thereof irrespective of the fact that any one or more
sections, subsections, sentences, clauses or phrases be declared invalid.
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Attachment A -
*NOT YET APPROVED*
Emergency Interim
Ordinance Implementing
SECTION 6. The Council finds that the Ordinance is exempt Near -Term Retail Items rnia
Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15061(b)(3) because it can
be seen with certainty that there is no possibility that the foregoing amendments to reduce retail
vacancies will have a significant effect on the environment.
SECTION 7. This Ordinance shall be effective upon adoption by a vote of four -fifths of the
council members present and shall remain in effect until December 31, 2026 or upon adoption of
replacement legislation by the City Council, whichever occurs first.
INTRODUCED AND PASSED:
AYES:
NOES:
ABSENT:
ABSTENTIONS:
ATTEST:
City Clerk
APPROVED AS TO FORM:
Assistant City Attorney
Mayor
City Manager
Director of Planning and
Development Services
7
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Ordinance No.
Item 10
Attachment B -
Temporary Interim
Ordinance Implementing
Near -Term Retail Items
Temporary Ordinance of the Council of the City of Palo Alto Amending Chapters
18.04, 18.16, 18.30(A), and 18.30(C) of the Palo Alto Municipal Code to
Immediately Implement High Priority Retail Revitalization Measures
The Council of the City of Palo Alto ORDAINS as follows:
SECTION 1. Findings and Declarations. The City Council finds and declares as follows:
A. Like many communities, the City of Palo Alto has experienced high vacancy rates in retail
districts, which have been compounded by challenges associated with the COVID-19
pandemic as well as ongoing retail trends. Accordingly, the City Council has included retail
revitalization as a Council priority for the past several years.
B. Throughout 2023 and 2024, City staff, the Planning and Transportation Commission (PTC),
and the City's consultant Michael Baker International (MBI) worked together to develop a
Retail Study Report intended to inform a citywide retail zoning strategy.
C. On September 18, 2024, the City Council Retail Committee reviewed the Final Draft Retail
Study Report and provided direction to staff on several zoning amendments should be
implemented immediately to support retail and retail -like uses in the City.
D. Although the PTC held six hearings on the Retail Study (in addition to four meetings of the
PTC retail ad hoc committee), the PTC has not yet considered or recommended specific,
proposed amendments to Title 18 (Zoning) of the Palo Alto Municipal Code (PAMC).
E. The City Council finds that there is insufficient time for the PTC to consider and recommend
those amendments identified by the City Council Retail Committee for immediate
implementation. The Council therefore finds that an interim ordinance pursuant to PAMC
Section 18.80.090 is an appropriate measure, pending consideration of a permanent
ordinance by the PTC. Upon recommendation of City Staff and the Planning and
Transportation Commission, the Council of the City of Palo Alto desires to adopt regulations
responding to and implementing these state laws.
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1
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Attachment B -
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Temporary Interim
Ordinance Implementing
SECTION 2. Section 18.04.030 (Definitions) of Chapter 18.04 ( Near -Term Retail Items e 18
(Zoning) of the Palo Alto Municipal Code is hereby amended as follows (additions underlined;
deletions struck through; text omitted but unchanged noted by bracketed ellipses):
18.04.030 Definitions
(a) Throughout this title the following words and phrases shall have the meanings ascribed in this
section.
[...1
(12.5) "Automobile dealership" means a use primarily engaged in sale, lease, service, or minor
repair of new and used automobiles and trucks. Other accessory services incidental and
supporting auto sales include service bays for engine, transmission, air conditioning, and minor
painting, body and fender repair, car wash, auto rental, and similar services.
12.6) "Automobile showroom" means a use primarily enaaeed in the sale of new and used
automobiles and trucks, or the display and demonstration of automobiles and trucks for the
purpose of facilitating sales, but which does not involve on -site storage of inventory, except as
incidental to the showroom use. Automobile showroom serves primarily pedestrian clientele
and is distinct from Automobile Dealership.
(57.6) "Formula retail business" means an rctai' persona' or eating and drinking service that
is one of (10) fifty (50) or more business locations in the State of California United States
required by contractual or other arrangement to maintain any of the following standardized
characteristics: merchandise, menu, services, decor, uniforms, architecture, facade, color
scheme, signs, trademark, or servicemark. For purposes of this definition:
(A) "Standardized merchandise, menu and/or services" means 50% or more of in- stock
merchandise from a single distributor bearing the same or similar markings; 50% or
more of menu items identical in name and presentation with other locations; or 50%
or more of services offered identical in name or presentation with other locations.
(B) "Decor" means the style of interior furnishings, which may include but is not limited
to, style of furniture, wall coverings or permanent fixtures.
(C) "Color Scheme" means the selection of colors used throughout, such as on the
furnishings, permanent fixtures, and wall coverings, or as used on the facade.
(D) "Uniforms" means standardized items of clothing including but not limited to
standardized aprons, pants, shirts, smocks or dresses, hats, and pins (other than name
tags) as well as standardized colors of clothing.
(E) "Facade" means the face or front of a building, including awnings, looking onto a
street or an open space.
(F) "Trademark" means a word, phrase, symbol or design, or a combination of words,
phrases, symbols or designs that identifies and distinguishes the source of the goods
from one party from those of others.
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Item 10
Attachment B -
*NOT YET APPROVED*
Temporary Interim
Ordinance Implementing
(G) "Servicemark" means a word, phrase, symbol or design, or a Near -Term Retail Items rds,
phrases, symbols or designs that identifies and distinguishes the source of a service
from one party from those of others.
(125.1) "Retail -like use" means a use generally open to the public during typical business hours
and predominantly engaged in providing services closely related to retail services, including but
not limited to:
(A) Eating and drinking services, as defined in subsection (47);
(B) Hotels, as defined in subsection (73);
(C) Personal services, as defined in subsection (114);
(D) Theaters;
(E) Travel agencies;
(F) Commercial recreation, as defined in subsection (33);
(G) Commercial nurseries;
(H) Automobile showrooms dcalcrhip, as defined in subsection (2..12.6); and
(I) Day care centers, as defined in subsection (42)-
(J) Financial services, as defined in subsection (56);
(K) Other commercial uses. services, or activities determined by the Director of Plannin
and Development Services to be accessible to the general public, generate walk-in
pedestrian clientele, and contribute to a high level of pedestrian activity.
SECTION 3. Sections 18.30(A).040 (Permitted Uses) and 18.30(A).050 (Conditional Uses),
and 18.30(A).070 (Waivers and Adjustments) of Chapter 18.30(A) (Retail Shopping (R) Combining
District Regulations) of Title 18 (Zoning) of the Palo Alto Municipal Code are hereby amended as
follows (additions underlined; deletions struck through; text omitted but unchanged noted by
bracketed ellipses):
18.30(A).040 Permitted Uses
Except to the extent a conditional use permit is required pursuant to Section 18.30(A).050, the
following uses shall be permitted in an R district:
(a) Eating and drinking services, except drive-in and take-out services.
(b) Personal services, except the following on California Avenue: beauty shops; nail —salon ;
; fitness
or exercise studios exceeding 1,800 square feet in gross floor area; and Iearning c„ntcr
(c) Retail services.
(d) Financial services. except drive-in services.
{ Pet grooming services.
{)� All other uses permitted in the underlying commercial district, provided they are not
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Item 10
Attachment B
*NOT YET APPROVED*
Temporary Interim
Ordinance Implementing
located on a ground floor. Near -Term Retail Items
18.30(A).050 Conditional Uses
The following uses may be conditionally permitted in an R district, subject to the issuance of a
conditional use permit in accord with Chapter 18.76 (Permits and Approval):
ia-} Financial services, except drive in services, on a -ground floor.
f ) f� All other conditional uses allowed in the underlying commercial district provided they are
not located on a ground floor.
f�) fl Formula retail businesses on California Avenue.
{ j_Beauty shops, nail salons shops, f Fitness or exercise studios exceeding 1,800
square feet in gross floor area on California Avenue; and learning centers intended for individual
or small group settings.
18.30(A).070 Waivers and adjustments.
f jThe following shall be grounds for a request for waiver or adjustment of this Ordinance Chapter:
{a -f j_Economic Hardship. An applicant may request that the requirements of this Ordinance
Chapter be adjusted or waived only upon a showing that strict application would result in
an unreasonable financial burden on the orooerty. ap^lvine the requirements of this
2) Alternative Viable Use. An applicant may request that the requirements of this Chapter
18.30(A) be adiusted or waived based on a showing that: the permitted retail or retail -like
use is not viable; the proposed alternative use will support the purposes of the combining
district and Comprehensive Plan land use designation; and the proposed use will encourage
active pedestrian -oriented activity and connections.
(b) Documentation. The applicant shall bear the burden of presenting substantial evidence to
support a waiver or modification request under this section and shall set forth in detail the
factual and or legal basis for the claim, including all supporting technical documentation. Any
request under this section shall be submitted to the Planning and Development Services
Community Environmental Director together with the fee specified in the municipal fee
schedule and an economic analysis or other supporting documentation. A request under this
section shall be acted upon by the City Council.
SECTION 4. Sections 18.30(C).020 (Permitted Uses) and 18.30(C).030 (Conditional Uses)
of Chapter 18.30(C) (Ground Floor (GF) Combining District Regulations) of Title 18 (Zoning) of the
Palo Alto Municipal Code are hereby amended, and Section 18.30(C).050 (Waivers and
adjustments) is hereby added as follows (additions underlined; deletions struck through; text
omitted but unchanged noted by bracketed ellipses):
18.30(C).020 Permitted Uses
(a) The following uses shall be permitted in the GF combining district, subject to restrictions in
Section 18.40.180:
4
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Item 10
Attachment B -
*NOT YET APPROVED*
Temporary Interim
Ordinance Implementing
(1) Eating and drinking; Near -Term Retail Items
(2) Hotels;
(3) Personal services, except fe+-the following on parcels with frontage on University Avenue:
fitness and exercise studios exceeding 3,000 square feet in gross floor area, wh^r^ uscs defined in
S coon 18.04.030(114)(B), O3O(14)(B) (G) (H) and (1) arc t p mittcd.
(4) Retail services;
(5) Theaters;
(6) Travel agencies;
(7) Commercial recreation up to 5,000 square feet in gross floor area, except for parcels with
frontage on University Avenue;
(8) Financial services, except drive-in services.
(9) Pet grooming services.
{�} 10 All other uses permitted in the underlying district, provided such uses are not on the
ground floor.
(b) Elimination or conversion of basement space currently in retail or retail -like use or related
support purposes is prohibited.
(c) Entrance, lobby, or reception areas serving non -ground floor uses may be located on the
ground floor to the extent reasonably necessary, provided they do not interfere with the ground
floor use(s), and subject to the approval of the Director.
18.30(C).030 Conditional Uses
(a) The following uses may be conditionally allowed on the ground floor in the GF ground floor
combining district, subject to issuance of a conditional use permit in accord with Chapter 18.76
(Permits and Approvals) and with the additional finding required by subsection (b), subject to
restrictions in Section 18.40.160:
(1) Business or trade school;
(2) Commercial recreation over 5,000 square feet in gross floor area or with frontage on
University Avenue;
(3) Day care;
(4) Financial crvicc, e pt drivc 7crviccs;
( 4) General business service;
(6) Lcarning centers intcnded for individual r small group -settings;
(-5) All other uses conditionally permitted in the applicable underlying district, provided such
uses are not on the ground floor.
(b) The director may grant a conditional use permit under this section only if he or she makes the
following findings in addition to the findings required by Chapter 18.76 (Permits and Approvals):
(1) The location, access or design of the ground floor space of the existing building housing
the proposed use, creates exceptional or extraordinary circumstances or conditions
applicable to the property involved that do not apply generally to property in the same
district.
(2) The proposed use will not be determined to the retail environment or the pedestrian -
oriented design objectives of the GF combining district.
(c) Any use conditionally permitted pursuant to this section shall be effective only during the
existence of the building that created the exceptional circumstance upon which the finding set
5
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forth in subsection (b) was made.
Item 10
Attachment B -
Temporary Interim
Ordinance Implementing
Near -Term Retail Items
18.30(C).050 Waivers and adjustments.
(a) The following shall be grounds for a request for waiver or adjustment of this Chapter:
(1) Economic Hardship. An applicant may request that the requirements of this Chapter be
adjusted or waived upon a showing that strict application would result in an unreasonable
financial burden on the property.
(2) Alternative Viable Use. An applicant may request that the requirements of this Chapter
18.30(A) be adjusted or waived based on a showing that: the permitted retail or retail -like
use is not viable; the proposed alternative use will support the purposes of the combining
district and Comprehensive Plan land use designation; and the proposed use will encourage
active pedestrian -oriented activity and connections.
(b) Documentation. The applicant shall bear the burden of presenting substantial evidence to
support a waiver or modification request under this section and shall set forth in detail the
factual and/or legal basis for the claim, including all supporting technical documentation. Any
request under this section shall be submitted to the Planning and Development Services
Director together with the fee specified in the municipal fee schedule and an economic analysis
or other supporting documentation. A request under this section shall be acted upon by the
City Council.
SECTION 5. If any section, subsection, clause or phrase of this Ordinance is for any reason
held to be invalid, such decision shall not affect the validity of the remaining portion or sections of
the Ordinance. The Council hereby declares that it should have adopted the Ordinance and each
section, subsection, sentence, clause or phrase thereof irrespective of the fact that any one or more
sections, subsections, sentences, clauses or phrases be declared invalid.
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Item 10
Attachment B -
*NOT YET APPROVED*
Temporary Interim
Ordinance Implementing
SECTION 6. The Council finds that the Ordinance is exempt Near -Term Retail Items rnia
Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15061(b)(3) because it can
be seen with certainty that there is no possibility that the foregoing amendments to reduce retail
vacancies will have a significant effect on the environment.
SECTION 7. This Ordinance shall be effective from the thirty-first day after the date of its
adoption until December 31, 2026 or upon adoption of replacement legislation by the City Council,
whichever occurs first.
INTRODUCED:
PASSED:
AYES:
NOES:
ABSENT:
ABSTENTIONS:
ATTEST:
City Clerk
APPROVED AS TO FORM:
Assistant City Attorney
Mayor
APPROVED AS TO CONTENT:
City Manager
Director of Planning and
Development Services
7
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Item 10: Staff Report Pg. 22 Packet Pg. 280 of 435
* s
r� S� P• � - � I "f` � s
OCITY OF !%!�
PALO ALTO ' is
ii
44
Pal
i
IJ
U
•
a �
♦ t
___ (:' P'*
Alto Retail v?tali Lion Stud v
v
Draft:Kllay 2024
s I N T E R 1 0 N A L
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY —
Acknowledgements
City Council Members
Mayor Greer Stone
Vice Mayor Ed Lauing
Council Member Greg Tanaka
Council Member Julie Lythcott-Haims
Council Member Lydia Kou
Council Member Patrick Burt
Council Member Vicki Veenker
Planning and Transportation Commission
Chair Doria Summa
Commissioner Allen Akin
Commissioner Bart Hechtman.
Commissioner Bryna Chang
Commissioner Carolyn Templeton
Commissioner George Lu
Table of Contents
ExecutiveSummary .................................................................................. 1
Introduction............................................................................................
2
Purpose........................................................................................................
2
Relationship to Comprehensive Economic Development Strategy.............2
GuidingPrinciple 3...................................................................................
2
Strategy9.................................................................................................
2
ActionItems.............................................................................................
2
StudyArea...............................................................................................
3
Downtown/University Avenue.....................................................................
3
California Avenue.........................................................................................
3
Midtown.......................................................................................................
3
ElCamino Real..............................................................................................
3
Outreach.................................................................................................
4
Stakeholders............................................................................................
4
PeerCities...............................................................................................
4
Cityof Santa Monica....................................................................................4
Cityof Los Altos............................................................................................
4
RedwoodCity...............................................................................................
5
Changing Nature of Retail........................................................................
6
Rise of E-Commerce.....................................................................................
6
Palo Alto Specific Trend............................................................................
6
Experience -based Retail...............................................................................
6
City of Palo Alto
Commissioner Keith Reckdahl
Ad Hoc Committee Members
Commissioner Allen Akin
Commissioner Bryna Chang
Commissioner Keith Reckdahl
City Staff
Jonathan Lait- Planning and Development Services Director
Amy French- Chief Planning Official
Bruce Fukuji
Steven Guagliardo- Assistant to the City Manager — Economic Development
Stakeholders
Premier Property Management —Jon Goldman, Brad Ehikia
Ellis Partners — Jim Ellis
MarketProfile.......................................................................................... 7
DemographicProfile.................................................................................... 7
TopTier.................................................................................................... 7
UrbanChic............................................................................................... 7
Laptopsand Lattes.................................................................................. 7
Thoits Bros., Inc. —John Shenk
Chamber of Commerce —Charlie Weidanz
Performance Gaines —Chris Gaines
Italico — Franco Campilongo
Taste Buds Kitchen — Scott Andersen
Peer City Interviewees
City of Santa Monica: Jennifer Taylor- Economic Development Manager
City of Santa Monica: Roxanne Tanemori- Principal Planner
City of Los Altos: Nick Zornes- Development Services Director
City of Redwood City: Evelyn Garcia- Associate Planner
Consultants
Michael Baker International
Cover Image Credit: Palo Alto online
Approval Process........................................................................................14
AB 2097 Implications and Recommendations..........................................15
Zoning Analysis and Recommendations...................................................18
Zoning Review and Comparison.................................................................18
Zoning Recommendations..........................................................................18
Leakage and Surplus.................................................................................... 8
Leakage (Demand) ...................................................................................8 List of Appendices
Surplus(Supply)....................................................................................... 8
Stanford Shopping Center........................................................................ 8 Appendix A: Outreach Summary
Summary...................................................................................................... 8 Appendix B: Market Study
Vacancy Trends and Findings....................................................................9 Appendix C: Implications of AB 2097
Appendix D: Zoning Review and Comparison
Retail Space Trends and Findings................................................................ 9
NationalTrends.......................................................................................
9
Palo Alto Findings..................................................................................
10
Comparison with Peer Cities..................................................................
11
Office Space Trends and Findings..............................................................
12
NationalTrends.....................................................................................
12
Palo Alto Findings..................................................................................
12
Comparison with Peer Cities..................................................................
13
BestPractices.........................................................................................14
Land Use and Zoning Ordinance................................................................
14
Parking and Curb Management.................................................................
14
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Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Executive Summary
The City of Palo Alto seeks to retain, attract, and reinvigorate existing
commercial areas, particularly areas that provide retail services. The
purpose of this study is to recommend zoning strategies to help retain,
strengthen, and facilitate retail in the key commercial areas of Palo Alto.
This study complements and furthers the Comprehensive Economic
Development Strategy adopted by the City Council in August 2023.
This study includes:
• Several immersive reviews of the Palo Alto Zoning Code
• Several rounds of stakeholder interviews, including business and
property owners, and property managers, peer city staff
• Reviews and summaries of best retail revitalization practices
• A review and summary of national and local retail and office market
trends
• Market and demographic profile of Palo Alto
• Review of past City planning efforts and correspondence, including
the recent Streetsense Comprehensive Economic Development
Strategy study and the Car -Free California Avenue Engagement
Reports
• Multiple meetings and workshops with the Planning and
Transportation Commission
• Multiple meetings and reviews with Palo Alto Planning and Economic
Development department staff
The trend analyses show significant and persistent vacancies in Palo Alto in
both office and retail spaces. Some of the vacancytrends are consistent with
larger regional and national trends, particularly the impacts of the COVID-
19 pandemic. However, some of the local trends and patterns appear to be
unique to Palo Alto.
City of Palo Alto
There was a remarkably strong consensus among the stakeholders with
respect to the opinions about the problems and recommended
improvements. The zoning analysis revealed an extremely complex,
complicated, confusing, and difficult to comprehend and navigate set of
regulations, which poses significant challenges for staff, property owners,
and prospective businesses, alike. The code contains many overlapping,
redundant, and narrowly targeted provisions. Altogether, it creates a
negative, overly protective, and business -adverse regulatory environment.
The good news is that there are many opportunities to make improvements
that will reduce and eliminate deterrents and unreasonable constraints on
existing and future investments in retail uses in Palo Alto.
The recommendations of this study reflect the overall consensus on the
following general principles:
1. It is better to have occupied spaces, patrons, customers, and
services for the community than the deleterious effects of vacant
ground -floor spaces.
2. It is extremely difficult, if not impossible, and often
counterproductive to try to outsmart or manipulate the free
market.
This study recommends a variety of modifications to the Zoning Code to
eliminate or reduce regulatory constraints, conflicts, and outdated zoning
strategies that deter, discourage, or overcomplicate the attraction,
retention, and adaptation of retail business in Palo Alto.
The recommendations include strategies for future specific zoning
amendments. This study provides the background conditions,
understanding, best practices, community and stakeholder engagement,
and policy discussions and regulatory implications that led to the
development of the recommended zoning strategies. This study is intended
to provide the foundational analysis, policy, and strategic recommendations
to authorize and enable the development and adoption of future specific
zoning amendments.
This study contains approximately 20 recommendations organized around
the following 7 primary strategies:
1. Conduct a Comprehensive Zoning Cleanup of Mature, Complex
Code
2. Create Streamlined and Predictable Approval Processes
3. Limit the Retail Preservation Ordinance (RPO) (18.40.180)
4. Allow Non -retail Uses on Ground Floor with Limitations
5. Repeal the Office Conversion and Construction Limitations
6. Relax the Formula Retail Restrictions
7. Ease the Parking Regulations
Implementation of these recommendations will take time. Some may be
able to be implemented quickly, while others will require considerably more
time. It is important that the City take swift action to execute actions as soon
as possible. The recommended zoning strategies in this study provide a
coordinated framework to identify and implement individual and
coordinated sets of revisions in phases.
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Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Introduction
Purpose
Like many retail districts throughout the United States, the City of Palo
Alto is struggling with high rental and vacancy rates in addition to
challenges elicited by the COVID-19 pandemic and emerging retail
trends. The City requested evaluation of its land use controls relative to
the evolving economic and market conditions for the City's major retail
areas and corridors. Regulatory and procedural complexities play a
significant role in the retail challenges for the City. The main focus of this
report is to analyze, understand, and recommend changes to these land
use controls and, to a lesser extent, discuss procedural hindrances.
The report also reviews national and regional trends as well as best
practices. In addition, local business owners, City staff, and neighboring
communities were interviewed to understand the local trends and
climate. Appendix A includes the outreach summary and lists the
individuals and businesses/agencies that were interviewed.
Relationship to Comprehensive Economic
Development Strategy
This study complements and furthers the Comprehensive Economic
Development Strategy adopted by the City Council in August 2023. The
City of Palo Alto
strategies identified in the Comprehensive Economic Development
Strategy aim to reflect the delicate ecosystem that drives the vibrancy
of the City's downtown and commercial centers with a focus on the
retail and hospitality sectors significantly affected by the COVID-19
pandemic and resulting hybrid work environment. Three guiding
principles emerged from this study.
Each guiding principle has recommended strategies accompanied by
one or more distinct actions. Guiding Principle 3, Strategy 9, and action
items 9.1-9.4 of the Comprehensive Economic Development Strategy
report are directly relevant to the purposes of this study and noted
below.
Guiding Principle 3
Adopt policies that reflect changing market conditions by easing the
regulatory burden for businesses, removing outdating restrictions that
create hurdles to tenancy, and focus retail and retail like uses in places
where they are market -supported.
Strategy 9
Streamline, update and/or remove unnecessary use restrictions and
pursue regulatory reform to enable tenancy and competitiveness.
Action Items
• Action 9.1 Consider removing or consolidating zoning overlays,
incorporating an at a glance permitted use table and design
standards, and an interactive online map with quick links to
relevant regulations.
• Action 9.2 Consider amending Section 18.76.20, Architectural
Review, of the municipal code to enable more over the counter
approvals for minor changes.
• Action 9.3 Reevaluate the city-wide Retail Preservation
Ordinance and consider refocusing its applicability to targeted
areas of existing retail concentration while also allowing
flexibility in non -street facing portions of buildings.
• Action 9.4 Enable growth in Neighborhood Goods and Services
along California Avenue by updating the Formula Retail
Ordinance and easing use restrictions on in demand
neighborhood serving uses that are currently heavily regulated
or prohibited.
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Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Study Area
Four major retail areas and corridors were identified and analyzed to
understand the current retail trends and land use conditions across the retail
landscape of Palo Alto. The areas that were reviewed are Downtown Palo
Alto/University Avenue, California Avenue, Midtown, and El Camino Real.
These areas are depicted in Figure 1.
Downtown/University Avenue
Downtown Palo Alto, defined by the boundaries of Alma Street, Lytton
Avenue, Hamilton Avenue, and Webster Street, is a mixed -use commercial
district consisting of a variety of service industry land uses, including hotel,
eating and drinking services, retail services, laundry services, theaters, beauty
salons, public parks, places of worship, fitness studios, single- and multifamily
housing, office, and parking.
California Avenue
California Avenue from El Camino Real to the California Avenue Train Station
is a four -block -long commercial corridor consisting of a large mix of
commercial and retail uses, including eating, and drinking services, banks,
optometrists, offices, retail, health and wellness services, fitness studios,
beauty salons, post office, hotel, and parking structures. The City Council
authorized California Avenue as a temporary car -free street early in the
COVID-19 pandemic as an economic recovery effort and to provide
community members with outdoor spaces to gather. In December 2023, City
Council determined California Avenue will permanently remain a car -free
street.
Midtown
The Midtown retail district is located along Middlefield Road between Sutter
Avenue and Moreno Avenue. Midtown is a traditional American horizontal
mixed -use retail complex comprising multiple buildings accessed largely by
vehicle trips intended to attract patrons from outside the immediate area.
Land uses include eating and drinking services, offices, civic/institutional,
barber shops, fitness studios, retail services, beauty salons, dance, and music
studios, and learning centers.
El Camino Real
El Camino Real is a 4 -mile -long commercial highway corridor that runs the
entire length of Palo Alto from Sand Hill Road to Los Altos Road. The corridor
is a major thoroughfare supported by auto -oriented uses and large retail
complexes, including hotels, banks, medical and dental services, eating and
drinking services, learning centers, car rental shops, beauty salons,
City of Palo Alto
multifamily housing, auto dealerships, veterinary services, gas stations, banks,
fitness centers, public parks, and retail services.
Figure 1 Palo Alto Retail Study Area
/Downtown/University.
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Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Outreach
Outreach efforts included interviews with six stakeholders and three peer
cities. The outreach efforts are summarized in Appendix A of this document.
Stakeholders
Six stakeholders —landowners, businesses, and the Chamber of
Commerce —were interviewed in order to understand the restrictions or
hindrances to development; they then provided recommendations to
mitigate them. There was a strong consensus on many issues among all of
the stakeholders. Below are the main takeaways from these interviews.
• Provide flexibility in the reuse of ground -floor space.
• Rescind ground -floor Retail Protection Ordinance.
• Remove ground -floor retail restrictions on side streets and blocks
away from the main commercial corridor.
• Expand the definition of "retail -like use" to include uses that
generate pedestrian activity.
• Remove restrictions on formula retail.
• Make permitting process simple, quick, and predictable.
• Reduce in -lieu parking fee to allow new development or
intensification.
• Allow transfer between uses without requiring parking.
Peer Cities
To gain a broader understanding of Palo Alto's regulatory provisions and
procedures and inform the recommendations, three communities were
interviewed to identify gaps and differences in approaches to retail
development as well as to review the zone districts most similar to Palo Alto.
The jurisdictions were identified during the Planning and Transportation
Commission and stakeholder interviews as having flexible zoning codes,
efficient permit procedures and processing, and similar or desired retail
districts. These were the following:
City of Santa Monica (focus was on Third Street Promenade — Bayside
Conservation District)
City of Los Altos (focus was on Downtown Triangle —CRS Zone)
City of Redwood City (focus was on Downtown area)
City of Palo Alto
City of Santa Monica
The City passed an extensive list of emergency orders during the pandemic.
These included both planning and building/safety emergency orders, many
of which have been formally adopted or extended. The following are key
policy and zoning changes identified in the interview with City staff.
• Changes in zoning included allowing a wider variety of uses by right
in areas that were historically more restrictive, such as pop -ups and
creative commercial uses.
• The City eliminated the need for conditional use permits (CUP),
minor use permits, and other discretionary approvals for several
uses.
• The City staff stressed the importance of City staff being a known,
visible, and trusted figure in the community.
Figure 2 Third Street Promenade - Bayside Conservation District (BC)
Ocean Park Blvd
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City of Los Altos
The following are key policy and zoning regulations and permitting
procedures identified in the interview with City staff.
• Los Altos has an active Chamber of Commerce that supports and
works with businesses. Using a Downtown Vacancy matrix, the
Chamber of Commerce tracks vacancies, allowed uses, and building
floor area/square footage.
• The City's streamlined permit processing via online submittals take
days, not months.
• The City made alcohol sales an ancillary use allowed by right.
• The City does not typically use CUPs; uses are either allowed or
prohibited.
Figure 3 Los Altos - Downtown Triangle - Commercial Retail Sales (CRS)
Rk
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Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Redwood City
The following are key policy and zoning regulations and permitting
procedures identified in the interview with City staff.
• Any changes to use in the downtown area, including retail, can be
done by right.
• The City provides a floor area ratio increase if the applicant provides
housing or mixed uses in their development project.
• The City has several vacancies in the downtown and they are trying
to attract other active uses, not just retail.
City of Palo Alto
Figure 4 Redwood City Zoning Map
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Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Changing Nature of Retail
Rise of E -Commerce
Retail has changed significantly over the last decade with the evolution of
online retailer platforms and flexible mixed -use spaces. The pandemic has
exacerbated this evolution, increasing the quantity of purchasing of goods
and services via a myriad of avenues, especially via e -commerce. This trend
is less of an anomaly and more of a paradigm shift in retail. As consumers
diversify the ways they purchase goods and services, the role of brick -and -
mortar establishments and traditional retail districts are transitioning.
While there are always consumers who prefer e -commerce, many
businesses remain important physical anchors in retail districts, such as
grocery stores, eating and drinking establishments, personal services,
exercise studios, medical services, and theaters.
E -commerce has and continues to grow as a percentage of total retail sales.
It grew from 8 percent to 19.1 percent of total retail sales from 2012 to
2021. The growth was significant during the pandemic. In 2022, US e -
commerce represented 21.2 percent penetration total retail sales and that
in 2023 was 22.0%, according to Digital Commerce 360 analysis of
US Department of Commerce data.'
Source: Digital Commerce 360
1 Digital 360, US ecommerce sales penetration hits new high in 2023, accessed April 18, 2024,
httos://www.digita1c0mmerce360.com/article/us-ecommerce-sales/.
City of Palo Alto
The growth rate of e -commerce is significantly higher compared to the
growth rate of total retail sales in the US, indicating a strong preference for
online shopping versus brick -and -mortar stores. The US e -commerce grew
7.6 percent in 2023 and total sales grew 3.8 percent. This trend is projected
to continue and create competition for and innovation in local retail and
commercial spaces.
Palo Alto Specific Trend
While specific statistics on the share of e -commerce in Palo Alto may not be
readily available, it is important to recognize that national trends
significantly influence local communities. Palo Alto, like many other cities,
experiences the effects of broader economic shifts. The Comprehensive
Economic Development Strategy, done by Streetsense and adopted by the
Council in 2023, indicated that there is an oversupply of 460,000 square feet
of retail space in the City. While the shift to e -commerce is one of the
factors, the study also indicates that hybrid work has reduced the demand
for retail in Palo Alto by over 100,000 square feet.
2 Washington Post, "Shoppers are choosing experiences over stuff, and that's bad news for retailers,"
accessed April 18, 2024, httos://www.washingtonoost.com/business/economy/sh000ers-are-
choosing-experiences-over-stuff-and-thats-bad-news-for-retailers/2016/01/07/eaa80b5a-b4a7-11e5-
a76a-0b5145e8679a story.html.
Experience -based Retail
Experiential retail aims to provide customers with unique and memorable
experiences beyond traditional shopping. The desire for retail experiences
is on the rise with millennials saying that 52 percent of their spending goes
on experience -related purchases.2 "Retailtainment" is a subset of
experiential retail that elevates the customer experience through
entertainment by offering immersive retail experiences, where brands are
able to provide customers with fun, unique, and in -person experiences that
elevate shopping to new heights. Key features of experiential retail include:
• Unique Spaces and Objects: Retail spaces that stand out, interesting
displays, and creative use of physical environments.
• High Customer Engagement: Interactivity, personalization, and
emotional connections.
• Technology Integration: Leveraging tech to enhance customer
interactions.
According to a recent report from Forrester and Adobe, brands defined as
"experience -driven" are seeing an average growth rate of 19 percent per
year, compared to 13 percent for other types of retailers. That study also
found that retailers utilizing experiential tactics are driving repeat purchases
at rates nearly twice those of traditional retail.3
3 Experiential Retail: What You Need to Know in 2020, accessed April 18, 2024,
httos://www.co m me rc is I sea rch.co m/news/exoerie ntia I-reta i I-what-you-need-to-know-i n-2020/.
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Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Market Profile
Market research was conducted to understand the area's demographics and
office and retail market conditions, as well as retail demand and supply. ESRI
Business Analyst- demographic mapping software tool and CoStar- a real
estate information tool, were used for this research; the information was
supplemented by City staff and stakeholder interviews. The data used to
summarize the market study can be found in Appendix B
This section is divided into three sections:
Demographic Profile: An understanding of demographics, their
purchasing power, and the products they consume helps businesses
located in the area to cater to these groups and, in turn, increase their
chances of success.
Leakage and Surplus: An analysis of leakage and surplus provides a
snapshot of the type of retail that is missing in the area. This
information, along with the demographic makeup of the areas, helps
business owners target the retail stores that will cater to the
population in the area.
Summary: This section summarizes key observations and findings from
the market profile.
Demographic Profile
ESRI provides a system of market segmentation built by using a large, well -
selected array of attributes of demographic and socioeconomic variables to
identify numerous unique consumer markets throughout the United States.
This system is called Tapestry Segmentation. The data can provide insight
on essential consumer variables, such as age, education level, the likeliness
of car or home ownership, a consumer's willingness to buy or purchase
certain products, and their overall economic purchasing power. This is an
important aspect of market research and helps create an understanding of
the types of land uses that will best serve the neighboring population in a
10 -minute drive time.
More than 70 percent of the population living in the 10 -minute drive time
of the commercial areas in Palo Alto falls in one of these three tapestry
segments:
City of Palo Alto
Top Tier
These are the residents of the wealthiest Tapestry market and earn more
than three times the median US household income. They have the
purchasing power to indulge in any choice. Aside from the obvious expense
for the upkeep of their homes, consumers select upscale salons, spas, and
fitness centers for their personal well-being and shop at high -end retailers
for their personal effects. They take lavish vacations and fill their weekends
and evenings with opera, classical music concerts, charity dinners, and
shopping. They mostly shop at high -end retailers such as Nordstrom, but
also at other meddle -end stores such as Target, Kohl's, Macy's, and Bed Bath
& Beyond. They also shop online.
Urban Chic
Urban Chic residents are professionals that live a sophisticated, exclusive
lifestyle. Half of all households are occupied by married -couple families, and
about 30% are singles. These are busy, well-connected, and well-educated
consumers —avid readers and moviegoers, environmentally active, and
financially stable. This market is a bit older, with a median age of 43 years,
and growing slowly but steadily. They shop at stores such as Trader Joe's,
Costco, or Whole Foods. They like to eat organic foods, drink imported wine,
and truly appreciate a good cup of coffee. They travel extensively
(domestically and internationally) and shop at upscale establishments. They
embrace city life by visiting museums, art galleries, and movie theaters for
a night out. In their downtime, they enjoy activities such as skiing, yoga,
hiking, and tennis.
Laptops and Lattes
These residents are predominantly single, well-educated professionals in
business, finance, legal, computer, and entertainment occupations. They
are affluent and partial to city living —and its amenities. Many residents
walk, bike, or use public transportation to get to work, a number work from
home. Laptops and Lattes residents are cosmopolitan and connected —
technologically savvy consumers. They are active and health conscious and
care about the environment. They spend money on nice clothes, dining out,
travel, treatments at day spas, and lattes at Starbucks. Physical fitness is a
priority, exercising at a club or other facility on a regular basis. They enjoy
sports such as jogging/running, biking, tennis, soccer, skiing, yoga, and
Pilates, as well as participating in fantasy sports leagues. They favor organic
food and purchasing groceries at higher -end markets.
Source: E5Hl
Source: ESRI
Source: ESRI
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Attachment C - Final Retail
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PALO ALTO RETAIL REVITALIZATION STUDY -
Leakage and Surplus
ESRI's Retail MarketPlace database includes a leakage/surplus factor that
measures the balance between the volume of retail sales (supply) generated
by retail businesses and the volume of retail potential (demand) produced
by household spending on retail goods within the same industry. Analysis of
the data has led to the following results for supply and demand within a 10 -
minute driving time of California Avenue and University Avenue (Trade
area).
Leakage (Demand'
Leakage in an area represents a condition where demand exceeds supply.
In other words, retailers outside the market area are fulfilling the demand
for retail products; therefore, demand is "leaking" out of the trade area.
Such a condition highlights an opportunity for new retailers to enter the
trade area or for existing retailers to extend their marketing outreach to
accommodate the excess demand.
Trade area leakage includes- Auto parts, motor vehicle dealers, auto
accessories, building materials, lawn and garden equipment, other general
merchandise stores, florists, vending machine operators, direct selling
establishments, special food services, drinking places, used merchandise
stores, office supplies, stationery, and gift stores, gasoline stations, health
and personal care stores, specialty food stores, and grocery stores.
Surplus (Supply)
Surplus in an area represents a condition where supply exceeds the area's
demand. Retailers are attracting shoppers that reside outside the trade
area. The "surplus" is in market supply. Brand positioning and product mix
are key differentiators in these types of markets.
Trade area surplus includes- Shoe stores, book, periodical, and music stores,
furniture stores, department stores, home furnishings stores, electronics
and appliance stores, jewelry, luggage, and leather goods store.
Stanford Shopping Center
It should be noted that the commercial areas along California Avenue and
University Avenue receive direct competition from the Stanford Shopping
Center due to being in its close vicinity. The Stanford Shopping Center is
successful and attracts clientele from the region. The retail areas in the City
can learn from the success of the professionally managed shopping center,
which does not have the same zoning constraints. The mall emphasizes
continuous pedestrian activation and comfort, and more non-exclusive
retail on the ground floor, such as spas, personal services, restaurants, and
food and convenience. It should also be considered that parking is set, and
tenants can change usage without triggering parking fees, construction,
City of Palo Alto
restrictions, or City approval. All of this results in key advantages and
competition for Downtown and California Avenue.
Summary
There seem to be several gaps in the market based on the leakage/surplus
reports. These include personal services and grocery stores. At the same
time, the demographics of the area seem to use upscale salons, spas, and
fitness centers for their personal well-being and shop for groceries at Trader
Joe's, Whole Foods, and other organic stores. Hence, such retail and retail -
like uses, if provided in the area, have chances of success, and can help
lower vacancies indicated in the findings section. Based on such findings,
there are opportunities for possible code and regulatory changes to help
capture the market.
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Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Vacancy Trends and Findings
Retail Space Trends and Findings
National Trends
According to a CoStar report, "The US retail market has demonstrated
remarkable resilience over the past three years, culminating in historically
tight availability at the end of 2023 with the national average vacancy rate
hitting a new low of just 4.0 percent. Current demand and supply-side
factors are likely to persist regardless of economic conditions. On the
demand front, the retail sector has benefited significantly from a marked
decrease in bankruptcies and large-scale store closures over the past three
years, resulting in a 20 percent reduction in the amount of retail space
vacated compared to pre -pandemic norms.
With retail tenants no longer moving out of spaces at the same robust clip
seen in 2017 through 2020 and demand supported by a historic surge in
consumer spending, the amount of available retail space tightened quickly
as less and less backfill space became available. Supply-side factors equally
drove the rapid contraction in vacancy, as very little new retail development
coupled with an active pace of demolitions resulted in the lowest levels of
net retail space deliveries seen in decades."4
This trend appears likely to remain in place for the foreseeable future based
on the current range of outcomes. In only the two most adverse scenarios,
the Depression and Severe Downside alternatives, does retail vacancy
increase above 5 percent.
The boost in consumption coming out of the pandemic, retail sales,
excluding e -commerce, stand 10 percent higher than pre -pandemic levels,
even after accounting for inflation. This increased sales potential suggests
closures will likely be limited to a select few underperforming stores and
those stemming from bankruptcies.
4 Costar reports, 'Retail Supply and Demand Likely To Remain in Balance for Foreseeable Future,"
accessed April 18, 2024, https://www.costar.com/article/523238330/retail-supply-and-demand-likely-
to-remain-in-balance-for-foreseeable-future.
City of Palo Alto
6: US Retail
7.0%
6.5%
6.0%
5.5%
5.0%
lu
4.5%
O
4.0%
3.5%
3.0%
2.5%
Trend
2.0% s I I I I i I I I I F • i • I
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027
Period
—Base Case — Moderate Downside ••••Depression •••••Severe Downside
Source: Costar
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PALO ALTO RETAIL REVITALIZATION STUDY -
Palo Alto Findings
Data derived from CoStar illustrates retail vacancy trends in Palo Alto.
Detailed ten-year trend tables and graphs for study areas in Palo Alto as well
as peer cities are documented in Appendix B. Below are key observations
and findings from the CoStar data.
• Retail and office vacancy rates have increased significantly in each of
Palo Alto's retail districts in the last decade, specifically in the
Downtown, California Avenue, and El Camino Real -Town and
Country area.
• Unlike national trends, the trend in Palo Alto shows a rise in vacancy
rates since the end of the COVID-19 pandemic.
• Vacancies seemed to have been rising several years before the
pandemic began. This could be due to a combination of factors such
as changes in regulatory environment, rise of e -commerce, and a
continued and latent expression of weakness in the retail sector
following the Great Recession.
Table 1: Retail Vacancy Trends as of 2024 Q1
Area
Total Retail Space (SF)
Vacant Retail Space (SF)
Vacancy Rate
Vacancy Rate Change*
(2023-2024)
Rent per Square Foot
Downtown
740,000
112,000
15.1%
6.90%
$77.11
California Avenue
295,000
28,200
9.6%
-4.10%
$54.47
ECR -Town and Country
175,000
21,400
12.2%
0.50%
$76.70
ECR - California Avenue
54,300
5,000
9.1%
8.20%
$48.81
ECR - South
463,000
8,100
1.8%
0.20%
$53.65
Midtown
104,000
3900
3.8%
-0.4%
$55.67
TOTAL
1,831,300
178,600
9.8%
Source: February 2024 CoStar Group Analytical Reports
ECR = El Camino Real
* Indicates one-year change. A negative percentage indicates that the vacancy has reduced in a one-year period. Positive numbers indicate an increase in vacancy in one-year period.
• An evaluation of recent changes in vacancy rates over the last year
(2023-2024) shows improvement in the California Avenue area and
Midtown areas.5
• Vacancy rates vary considerably quarterly, particularly in smaller
market areas where one vacancy represents a significant percentage
of the total.
• The Town and Country area was hit particularly hard by the COVID-
19 pandemic, with vacancy rates increasing from among the lowest
rates in Palo Alto to the second highest after Downtown.
• The rents for the retail spaces in the commercial areas that were
studied have been on a steady rise despite increases in the vacancy
rate, with the highest rent per square footage in the Downtown and
Town and Country areas.
• All retail areas still have vacancy rates greater than what they were
pre-COVI D.
• Midtown has performed well regardless of the COVID-19 pandemic,
likely due to being isolated and supported as local service to
surrounding residential areas with a strong customer base.
• All areas except Midtown show an increase in period of months
vacant since the pandemic with some retail spaces being vacant for
20 to 30 months in the Downtown and California Avenue areas.
• Retail space vacancy in the Town and County area has increased
dramatically since the COVID-19 pandemic from an average of 4.5
months in 2019 and 2020 to over 40 months in Q1 of 2024.
• Landowners seem to be willing to forgo rents and keep their
properties vacant for longer periods of time. According to a Harvard
study, "Why Do Urban Storefronts Stay Empty for So Long?"6
storefronts often remain empty for months or years at a time, even
in some of the world's highest -rent retail districts. The study
concluded that, eventually, a primary driver of retail vacancy in
dense urban areas is the fact that landlords are willing to forgo rents
today to preserve the option to lease their space to someone else
(who might pay higher rents) tomorrow. The study found that while
a vacancy tax would decrease the vacancy rate and rents, it would
also lower tenant quality and lead to faster churn in the city's
storefronts.
6 Costar Data Analytical Reports accessed February 9, 2024, httus://www.costar.com/.
6 Moszkowski, Erica and Daniel Stackman, "Why Do Urban Storefronts Stay Empty for So Long?", 2023,
accessed February 7, 2024,
https://emoszkowski.github.io/ericamoszkowski.com/Moszkowski JMP.pdf.
City of Palo Alto 10
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Attachment C - Final Retail
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Figure 7: Retail Vacancy Rate (2014 01 to 2024 Q1)
20.00%
15.00%
10.00%
5.00%
000%
989988888888
N N, .C 0 N. r N N N N
88989886
s "s g "N s a
SPA DT SPA Cal Ave SPA ECR-T&C -PA ECR-Cal Ave SPA ECR- South SPA Midtown ......... Linear EPA Midtown]
Figure 8: Retail Rent per Square Foot (2014 01 to 2024 Q1)
580-00
$75.00
$70.00
$65.00
$60.00
$55.00
$50.00
$45.00
$40.00
$35.00
$30.00
888888988898888
N N N 9 N N rV 9 N 99 9 99
9 O99' g 9
89888
g N N N
N C
N N N N N a
SPA DT SPA Cal Ave-PAECR-T&C -PA ECR-Cal Ave -PAECR-South SPA Midtown
City of Palo Alto
PALO ALTO RETAIL REVITALIZATION STUDY
Comparison with Peer Cities
As a part of the study, the retail vacancy trends were compared to peer cities
Santa Monica and Los Altos. Detailed graphs of these trend comparisons can
be found in Appendix B.
• Similar to Palo Alto, unlike national trends, the vacancy rate significantly
increased in Santa Monica in both areas studied, i.e., the Third Street
Promenade and the Main Street area.
• The Third Street Promenade was hardest hit, post-COVID-19, of all the
retail areas studied. One contributing factor could have been the
pedestrian nature, which became less favorable due to limited in -
person interactions during the pandemic. As a result, foot traffic and
business activity declined, impacting the Promenade's overall
performance.
• The vacancy rate in downtown Los Altos increased only slightly post -
pandemic but has showed signs of recovery since 2021. It remains below
3 percent.
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Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Office Space Trends and Findings
National Trends
The US office vacancy rate has reached an all-time high due to the impact of
remote work arrangements. It rose to a record -breaking 19.6 percent in the
fourth quarter O12O23. This is the largest quarterly increase since the first
quarter of 2021, and larger than the 19.3 percent level reached twice in 40
years. In conjunction, the new construction of office space has cooled to the
lowest levels since 2012.7
The remote work trend is seen as the foremost reason for high vacancy
rates. The COVID-19 pandemic accelerated the adoption of remote work.
Many companies shifted to telecommuting, reducing the need for physical
office spaces.
Industries like tech and finance have embraced remote work more readily,
affecting office demand. Sectors that rely heavily on in -person collaboration
(e.g., creative agencies, legal firms) may still require office space.
Lease expirations also provide opportunities for companies to renegotiate
terms or explore alternative spaces. Some businesses choose not to renew
leases, contributing to higher vacancies. Sustainability and environmental
awareness are also influencing office design. Some companies prioritize
green buildings or energy -efficient spaces. Older, less efficient buildings
may struggle to attract tenants.
Table 2: Office Vacancy Trends as of February 2024
Area
Total Office Space (SF)
Vacant Office Space (SF)
Vacancy Rate
Vacancy Rate Change
(2023-2024) *
Rent per Square Foot
Downtown
2,100,000
339,000
16.0%
3.7%
$93.77
California Avenue
712,000
166,000
23.4%
1.0%
$72.23
ECR - Town and Country
49,800
5,800
11.6%
2.3%
$87.63
ECR - California Avenue
192,000
15,500
8.1%
-4.6%
$72.45
ECR-South
219,000
20,900
9.6%
-5.6%
$66.11
Midtown
43,200
8,900
20.7%
-0.2%
$65.13
TOTALS/AVERAGE
3,316,000
556,100
16.8%
-1%
$76.22
Source: February 2024, CoStar Group Analytical Reports
ECR=EI Camino Real
* Indicates one-year change. A negative percentage indicates that the vacancy has reduced in a one-year period. Positive numbers indicate an increase in vacancy in a one-year period.
According to Office News, Class A office space in highly prestigious and well-
connected locations is still in demand, especially where new or newly
renovated offices are concerned. Premiums for high -end offices have
increased nationwide by more than 30 percent since the onset of the
pandemic, although it has not affected demand.n
Palo Alto Findings
Vacancy rate data derived from CoStar illustrates retail vacancy trends in
Palo Alto. Detailed ten-year trend tables and graphs for study areas in Palo
Alto as well as peer cities are documented in Appendix B. Below are the
findings.
• Similar to national trends, the office vacancy rate has been increasing
in Palo Alto. Vacancy rates are greater than 10 percent in most areas,
post-COVID-19 pandemic.
• Most office space in Palo Alto catered to tech companies. The
demand for office space has been impacted by tech companies
readily embracing remote work and lease expirations.
• Downtown has the highest overall inventory of office space and
highest square footage of vacancy. The vacancy rate has continued
to increase post-COVID-19 pandemic with no sign of recovery.
• California Avenue has the highest vacancy rate as of February 2024.
While there has been some absorption of space from 2022 04 to
2023 04, reducing the vacancy by approximately seven percentage
points, the vacancy increased again in the last quarter. This could be
due to office closures or offices not reinstating lease agreements and
shrinking office space in a hybrid work environment.
• El Camino Real retail areas, except for Town and Country, show a
drop -in vacancy rate post-COVID-19 pandemic. A relatively small
amount of vacant office space in Town and Country (5,800 square
feet) could result in a high vacancy percentage due to limited overall
inventory.
• Similar to Town and Country, Midtown shows a high vacancy rate
with actual vacant square footage of only 8,900 square feet.
• Office rents have also dropped, with peak asking rents being right
before the COVID-19 pandemic. However, this has not helped with
net absorption. Overall, Downtown and Town and Country have the
highest rents per square foot in Palo Alto.
• Most office buildings in the four -district study area are older. There
is limited Class A building space in the study areas, the largest of
which is in the Downtown area with 85,000 square feet. However,
this is an older building, built in 1980s.9
7 CNN Business, "Office vacancy rate hits record high," January 8, 2024,
https://www.cn n.com/2024/01/08/economy/office-space-vacancies-hit-a-record-
h igh/i ndex. htm l#:-:text=The%20nation a l%20offi ce%20vacancy%20rate,va ca n cy%20 rate%20was%20a r
ound%2016.8%25.
8 Office News, US Office Market Trends 2022 — Statistics, Challenges and Outlook, February 24, 2022,
https://offices.net/news/us-office-market-trends-2022-statistics-challenges-and-outlook/.
9 Commercial Cafe, Commercial Listings Palo Alto, accessed February 7, 2024,
City of Palo Alto 12
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Attachment C - Final Retail
Revitalization Report (May 2024)
Figure 9: Office Vacancy Rate (2014 Q1 to 2024 QI)
30.0%
25.0%
z0.0%
15.0%
10.0%
5.0%
0.0%
0 0 0
City of Palo Alto
a a
0 0 a 0
a a a
a a
0 0 7 a o 0
I
SPA IT
-PACaI Ave SPA rdR-T&C
SPA ECR- Cal Ave
SPA ECR-South
SPA Midtown
(CT-C/GF)
[CC2/R) (CC)
(CN, CS)
(CS/GE)
PALO ALTO RETAIL REVITALIZATION STUDY
Comparison with Peer Cities
Similar to Palo Alto, the peer cities show increases in office vacancies post-
COVID-19 pandemic. Detailed graphs of these trend comparisons can be
found in Appendix B.
• The vacancy square footage and the trend of increases in vacancy in
the Third Street Promenade area is similar to Downtown Palo Alto
but the vacancy rate is higher. For 2024 Q1, it is 27.1 percent for the
Third Street Promenade area compared to 16.5 percent in
Downtown Palo Alto.
• Santa Monica Main Street also experienced a remarkably high
vacancy rate of 29.9 percent, as of 2024 01.
• The vacancy rate has increased significantly in Los Altos since peaking
in 2021 Q3 at 24.3 percent to 13.7 percent in 2024 Q1. This is besides
the fact that the rents in Los Altos are comparable to California
Avenue and El Camino Real while being lower than Downtown Palo
Alto. This is also despite the fact that retail areas in Palo Alto have
closer proximity to regional transit facilities compared to Los Altos.
However, it should be noted that absorption of one office space in
Los Altos could result in a significant drop in the vacancy percentage
due to significantly lower overall inventory, compared to the
Downtown Palo Alto and California Avenue areas.
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Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY —
Best Practices
The best practices summarized here are derived from respected leading
services, museums/galleries, health/fitness, performing arts,
industry resources such as the Urban Land Institute and the National League
commercial recreation, and entertainment.
of Cities. In addition, several jurisdictions in the state (Santa Monica, Santa
Cruz, and San Diego) that have adopted retail revitalization plans and
6. Encourage Complementary Uses. Non -retail complementary uses
strategies were also studied. Some of these may already be in practice in
such as professional services and restaurants attract and allow
Palo Alto. The Recommendation Section provides detailed suggestions
people to stay in the area for longer and, in turn, support retail sales
specific to Palo Alto
and street and district vitality.
These best practices and principles are summarized and organized into the
7. Encourage New Office and Residential Uses. Office workers create
following key categories:
a demand for retail along the street, especially in the morning and
at noontime. Residential development in and adjacent to the
1. Land Use and Zoning Ordinance
commercial areas also generate customers, pedestrian activity, and
2. Parking and Curb Management
retail demand. Office uses generate significantly more persons per
square foot than residential uses.
3. Approval Process
Land Use and Zoning Ordinance
1. Attract and Retain People. Allow land uses that can attract and
retain people throughout the day and evening hours.
2. Prioritize People. Focus longer -term land -use code adjustments on
efforts that put people's use (not vehicles or parking) of public space
first.
3. Create Flexible, Permissive Zoning. Eliminate restrictive zoning for
potential low -impact uses of vacant spaces and reduce regulatory
hurdles.
• Fill ground -floor vacant spaces by allowing the use of space
to incubate small or start-up businesses.
• Allow pop -ups, incubators, and temporary uses that can
operate with short-term leases.
• Allow artisan shops that create and sell products on site
such as handmade candle shops, hand crafted jewelry and
so on.
4. Create Certainty with Objective Standards. Replace vague and
subjective standards with objective development standards.
5. Include Active Use as a Part of Retail Use. Broaden the definition
of retail to include active uses —those that generate activity on the
street, such as eating and drinking, hotels, entertainment, personal
10 Urban Land Institute, 'Ten Principles for Rebuilding Neighborhood Retail,' January 1, 2003, accessed
February 7, 2024, https,//americas.uli.org/ten-principles-for-rebuilding-neighborhood-retail-2/.
City of Palo Alto
8. Extend Retail and Restaurant Hours. Longer hours equal stronger
sales, and strong sales define a successful shopping street.
9. Concentrate Retail on Blocks and Nodes. Shoppers typically will
walk for only three or four city blocks.10
10. Create Attractive Spaces. Incentivize privately owned public spaces
and improve physical access to the public space.
Parking and Curb Management
While the focus of this report is not specifically on parking ordinance reform,
parking is closely related to land use and retail recovery. Below are some
best practices for creating healthy commercial areas.
1. Create a program to provide credits for municipal parking spaces to
reduce the overall development burden.
2. Preserve on -street spaces for customers.
3. Promote shared parking that can support multiple different uses
throughout the day.
4. Adjust (reduce) minimum requirements to better align with
demand and reduce construction costs for developers. Minimums
should be less than the actual demand.
5. Create a flat rate for parking regardless of use to provide flexibility
in the change of use.
6. Create a parking relief program for businesses that have outdoor
dining, are undergoing a change of use, or currently have off -site
parking conditions.
7. Designate strategic zones with clear signage for rideshare uses and
curbside delivery (e.g., Lyft, Uber, taxi).
8. Provide short-term and long-term bicycle parking at key locations
throughout the commercial district.
9. Use technology to provide parking signage indicating "where" and
"how many" spaces are available for parking.
Approval Process
Time, fees, complexity, and clarity/certainty of the approval process play a
vital role in a developer's or business owner's decision to locate or invest in
a particular area. Below are some best practices for improving the process
and creating a business -friendly environment in a community.
1. Work with property and business owners and applicants to allow
and make changes of uses and tenant improvements quickly to
adapt and respond to changing market demands.
2. Amend use regulations, development standards, and approval
processes to earn a reputation for quick, efficient, predictable, and
business -friendly service and approvals.
3. Ensure that the business licensing and permitting process is not an
impediment to good retail activity.
4. Ensure that zoning regulations are designed with flexibility in mind
and that changes can happen administratively during times of need.
5. Allow most uses and improvements without discretionary approval
(i.e., by right or ministerially). Retail and supportive uses should be
allowed by right, without discretionary approval, to the extent
possible.
6. Consider reducing or waiving fees associated with building
construction or redevelopment in the focus area.
14
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Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY
AB 2097 Implications and Recommendations
The purpose of this portion of the study is to review the implications of
recently adopted Assembly Bill (AB) 2097 on the City of Palo Alto's parking
regulations and management strategies, the adequacy of the existing
parking inventory and potential impacts on retail establishments. The full
AB 2097 analysis is contained in Appendix C.
Effective January 1, 2023, AB 2097 prohibits public agencies from imposing
minimum automobile parking requirements on most types of development
within a half -mile of a major transit stop. However, this reduction does not
apply to projects that designate any portion of the project as a hotel, motel,
bed and breakfast inn, or other transient lodging use, or reduce parking
spaces designated for this purpose.
Exceptions are allowed in limited circumstances. The bill authorizes a city,
county, or city and county to impose or enforce minimum automobile
parking requirements on a housing development project if the public agency
makes written findings, within 30 days of the receipt of a completed
application, that not imposing or enforcing minimum automobile parking
requirements on the development would have a substantially negative
impact, supported by a preponderance of the evidence in the record, on the
public agency's ability to meet its share of specified housing needs or
existing residential or commercial parking within 1/2 mile of the housing
development.
Figure 10 identifies the areas of Palo Alto that are affected by and subject
to the provisions of AB 2097.
There are approximately 6,677 public parking spaces across the four retail
districts in the study area. Of these, 2,125 are on -street spaces and 4,552
are off-street public parking spaces within the public parking lots and public
parking garages that existed at the time of this study. Based on the limited
data received from the City as well as on interviews with the City's Office of
Transportation and stakeholders, there seems to be surplus parking in the
commercial core areas of the City, especially the Downtown and California
Avenue areas. The stakeholders did not express any concern related to
availability of parking. However, as development occurs, the adequacy of
the existing parking supply may be challenged from new or intensified land
uses without construction of new on -site parking due to AB 2097.
City of Palo Alto
Figure 10: AB 2097 Relief Areas
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Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Below are some of the recommended strategies from the AB 2097 parking Figure 11: Commercial Zoned (CD -C) Parcels Outside AB 2097
and retail impact assessment. Impacted Areas- Downtown/University Ave
1. Extend AB 209 to Entire CD -C Zone for Equity. Within Downtown,
there are 16 parcels in the CD -C district on University Avenue that
lie just north of the half -mile radius from a high -quality transit stop
that are not exempted from the parking requirements by AB 2097.
Unless the provisions of AB 2097 are extended, these parcels will
remain subject to minimum parking requirements and the
Commercial Downtown Assessment District standards of 18.52 of
the PAMC. To ensure equitable development conditions for all
parcels in the Downtown area, it is recommended that uniform
regulations be applied to the entirety of the CD -C districts in the
Downtown area.
2. Allow Retail Flexibility Without Requiring Additional Parking: In
retail areas outside the influence of AB 2097, the conversion of
retail space to other retail or retail -like uses (for example, changing
a boutique store into a restaurant or art gallery) should not impose
restrictions on developers to provide parking in accordance with the
converted uses, as long as the square footage is not increased.
3. Parking Management & Optimization. Without the ability to
require on -site parking or require in -lieu payments toward public
parking, the City will need to focus primarily on management and
optimization of the existing parking supply. An optimal parking
threshold for commercial areas is typically around 85 percent
occupancy11. Beyond this point, parking availability becomes
strained, leading to inconvenience for visitors and potential
business impact. To address this, the City should actively monitor
and manage parking utilization. At some point, future growth and
intensification may challenge the adequacy of the existing supply.
4. Develop Ordinance to Unbundle Parking. The city should update
the parking ordinance to include provisions of AB 1317 that will go
into effect on January 1, 2025, which requires developers to
unbundle parking from residential developments. The benefits of
unbundling include more efficient use of existing parking spaces,
cost savings for non -drivers, and clearer market valuation of land
used for parking. It is especially helpful in areas not subject to
minimum parking requirements.
11 Shoup Donald, 2011, The High Cost of Free Parking, Routledge
I
r, 7
a:'
* - - 44
A 0 0.07 0.15 0.3
Miles
City of Palo Alto 16
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Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
5. Create Employee Parking Plan and Program. Business owners
should encourage employees to not park in the most convenient
customer parking spaces.
6. Pursue Shared -Use Agreements. The City can facilitate a shared
parking between landowners by creating ready to use shared
parking agreements. The City can also enter into parking
agreements with the landowners to use private parking during
hours that it typically goes unused. These areas can be advertised
on -site and, on the website, as available parking spaces during
certain times of the day.
7. Reevaluate City's Paid On -Street Parking Program. The City could
implement incremental increase in rates instead of a flat $25 per
day for public parking garages and lots12. The City could also
evaluate implementing a paid on -street parking program instead of
moving the vehicle every 2 hours when a parking utilization
threshold is reached.
11 Parking Work Plan, https://www.cityofpaloalto.org/Departments/Transportation/Parking/Palo-Alto-
Parking-Action-Plan/Parking-Work-Plan, Accessed April 22, 2024
City of Palo Alto
8. Enhance City's Transportation Demand Strategy (TDM) Strategy.
The City has an ordinance granting the Planning and Development
Services Director the authority to require TDM strategies. However,
a developer's influence is limited to the site. The City can be more
effective in implementing area -wide TDM strategies such as public
transit improvements, pedestrian -friendly infrastructure, and
promotion of active transportation and mixed -use development as
suggested by the Comprehensive Economic Development Strategy -
Guiding Principle 2.
9. Explore Emerging Technologies. As innovative technologies
emerge, it is advised that the City explore and implement
technologies that can deliver real time information via app or
website. These can be applicable to parking garages, lots and on -
street parking spaces and can help patrons find and receive
directions to the nearest available space.
10. Improve Signage and Wayfinding for Parking: Effective signage
ensures visitors can find their way without confusion. Palo Alto has
signage directing to the parking areas, but they don't provide
information on parking availability in particular garages or lots or
directions to garage or lot. The existing APGS and emerging
technologies can be integrated with digital signage at strategic
locations, which can provide real time information on parking. This
will reduce the time spent to find parking in the retail areas.
11. Curb Space Management. Increasing the opportunity to walk and
bike to various locations and to complete short distance trips can
alleviate pressure on parking. Adopting a micromobility program for
shared bicycles and/or scooters and providing adequate curb space
may also reduce the need for car for shorter trips.
17
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Attachment C - Final Retail
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PALO ALTO RETAIL REVITALIZATION STUDY -
Zoning Analysis and Recommendations
Zoning Review and Comparison
A detailed review of the Palo Alto Zoning Ordinance was conducted to
review the permitted uses, development standards, and procedures. This is
documented in Appendix D. The purpose of the analysis is to identify likely
and potential constraints and opportunities to improve the health and
function of retail uses and the main commercial retail and commercial
corridors and provide recommendations for improvement. In addition, the
analysis and recommendations are derived from the interviews with
stakeholders, including developers, the Chamber of Commerce, and
business owners (refer to Appendix Al. Following the interviews with the
cities of Santa Monica and Los Altos, the zoning for all commercial areas was
reviewed and compared with zoning for the Palo Alto study areas. Appendix
D contains excerpts and notes on the most relevant portions of the code.
Zoning Recommendations
The analysis resulted in the following findings, observations, and
recommendations.
1. Conduct a Comprehensive Zoning Cleanup
of Mature, Complex Code.
The Palo Alto Zoning Ordinance is complex and robust. It is a mature code
that reflects decades of cumulative modifications to address a variety of
concerns. However, the overall structure and organization have grown to be
intricate and complicated. As a result, it is difficult, even for a seasoned
professional planner, to navigate, understand, and implement the many
overlapping layers, sections, and exceptions, and unique, narrowly defined,
and targeted provisions. This is common with older codes. They accumulate
many targeted amendments and revisions over the years. This detracts from
the original organization and can impact the overall functional integrity. The
Zoning Ordinance is particularly complex with respect to the regulation of
retail and office uses. It appears that numerous individuals, specific
amendments to address many concerns over the years may now have the
cumulative effect of overregulating and preventing the healthy reuse and
improvement of sites and buildings.
City of Palo Alto
RECOMMENDATION 1.1
The current state of the code suggests that a comprehensive review,
revision, and update is warranted to ensure the code functions efficiently,
equitably, and as intended.
Examples of some symptoms and characteristics that suggest a
comprehensive review and update are warranted include:
a. Many and overlapping combining districts.
b. Complex listings of permitted uses with multiple exclusions,
exceptions, and footnotes
c. Inconsistent language and many variations of similar
regulations
d. Reliance on subjective standards, findings, and determinations
e. Complaints and frequent requests from applicants
f. Lengthy processing times, difficult implementation, variable
application and interpretation, and errors
It is recommended that the code be reviewed and revised to make it more
user-friendly. In an effort to understand and evaluate the use regulations
and development standards, comparative use tables for the commercial
districts and the combining districts were created. The tables make it easier
to see which uses are permitted in each district and improve the overall
understanding of the zones through the comparison of districts.
RECOMMENDATION 1.2
The code could be made more user-friendly by integrating the use and
development standards of the combining districts into the use and
development standard tables.
Below are examples of some of the subtle differences and restrictions on
personal service uses that warrant evaluation of their need and effect on
protecting or restricting a healthy commercial corridor:
R Retail Shopping Combining District: Permitted: "Personal services, except
the following on California Avenue: beauty shops; nail salons; barbershops;
laundry and cleaning services as defined in Section 18.04.030(114)(B);
fitness or exercise studios exceeding 1,800 square feet in gross floor area;
and learning centers intended for individual or small group settings."
GE Ground Floor Combining District: Permitted: "Personal services, except
for parcels with frontage on University Avenue, where uses defined in
Section 18.04.030(114)(B), (G), (H), and (I) are not permitted." [Prohibits:
laundry and cleaning; art and dance studios; fitness or exercise studios, and
similar uses; learning centers.]
CD -N Zone: "A conditional use permit is required for the following uses when
fronting on University Avenue: (A) Fitness or exercise studios, and similar
uses; and (B) Learning centers intended for individual or small group
settings. "
CS Zone: "A conditional use permit is not required for medical office, or
commercial recreation uses up to 5,000 square feet of gross floor area, with
the following exceptions, for which a conditional use permit is always
required: (A) medical office fronting on California Avenue and in the
Midtown Shopping District; (B) commercial recreation uses fronting on
California Avenue and in the Town and Country Village Shopping Center."
CC. CC(2) Zones: "A conditional use permit is required for the following uses
when fronting on California Avenue: (A) Fitness or exercise studios, and
similar uses exceeding 1,800 square feet in gross floor area; and (B) Learning
centers intended for individual or small group settings. A conditional use
permit is required for fitness or exercise studios and similar uses exceeding
1,800 square feet in gross floor area in Town and Country Village Shopping
Center."
CD -C, S. N Zones: "A conditional use permit is not required for commercial
recreation uses up to 5,000 square feet of gross floor area, with the following
exceptions, for which a conditional use permit is always required: (A) medical
office fronting on University Avenue; (B) commercial recreation uses fronting
on University Avenue."
CN. CC. CC(2), CS Zones: "Medical, Professional, and Business offices shall
not be located on the ground floor unless any of the following apply to such
offices:
"Occupy a space that was not occupied by retail services, personal services,
eating and drinking services.
"Are located in new or remodeled ground floor area built on or after March
19, 2001, if the ground floor area devoted to housing, retail services, eating
and drinking services, personal services."
These uses are typical and necessary components of a healthy commercial
corridor. The complexity of the many variations and different applications
suggests that these standards were created and adopted independently and
may not be necessary or are unnecessarily restrictive.
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PALO ALTO RETAIL REVITALIZATION STUDY -
RECOMMENDATION 1.3
A comprehensive review can streamline and standardize the standards
where possible and reevaluate the need and effect of the precise
standards and whether they are consistent with the broader goal of a
healthy commercial corridor.
2. Create Streamlined and Predictable
Approval Processes
Where possible, it is desirable to allow project approvals through a
ministerial, non -discretionary process subject to compliance with objective
standards. This saves time and money for applicants and staff and enables
timely improvement and investments in private property and the public
realm. Discretionary approval is necessary and appropriate where projects
have unique features and circumstances that are beyond purely objective
standards. In these cases, the decision -making authority should be kept at
the professional staff level to the extent possible. Approval by the City
Council should generally be limited to projects that involve policy and
legislative matters such as general plans, specific plans, or zone changes,
amendments, or deviations.
The Palo Alto Zoning Ordinance allows for approval of many projects by the
Planning and Development Services Director. This is to be commended as
this approach can significantly shorten the approval period and reduce
processing costs. It also has the benefit of avoiding or minimizing
politicization of a particular project and decisions that are based on anything
otherthan the objective merits of the project. Keeping the approval decision
with professional staff and subject to objective standards and procedures is
preferable for most projects.
However, every approval by the Planning and Development Services
Director can be elevated to the City Council. While this is typical in the case
of a formal appeal of a decision, the Palo Alto Zoning Ordinance encourages
this elevation with a simple request from any party. This is allowed by
Planning and Development Services Director decisions on relief from the
Retail Preservation Ordinance (18.40.180[c][3]) and other normal staff
approvals (18.77.060[c -f]).
The process requires notification of all neighbors within 600 feet of the
project and a hearing and recommendation by the Planning and
Transportation Commission (PTC). The PTC recommendation is forwarded
to the City Council for a final decision. This adds considerable time, cost, and
risk to every project. This process appears to create an environment where
City of Palo Alto
opinion and grievance could be favored or have a greater influence on the
decision than compliance with objective standards of the Zoning Ordinance.
Combined with the many subjective standards, the approval process for
even simple projects can easily become costly and cumbersome. In addition
to the cost and risk to project applicants, this can dramatically increase the
workload and resources on behalf of City staff as well as the PTC, City
Council, and supporting staff.
RECOMMENDATION 2.1
The approval processes should:
1. Create a ministerial approval process for certain projects (e.g., minor
tenant improvements, sign permits, minor changes of use, expansions,
or additions).
2. Keep the majority of typical discretionary approvals at the staff or
Planning and Development Services Director approval authority.
3. Limit projects that require City Council approval to those that involve
policy or legislative changes or formal appeals to the Planning and
Development Services Director's decision.
3. Limit the Retail Preservation Ordinance
(RPO) (18.40.180).
This section of the Zoning Ordinance is an example of the complexity and
extremely strict nature of the zoning regulations. It appears that the effect
of the regulations, standards, and process may, contrary to the implied
intent of the regulations, actually contribute to the erosion and decline of
the health of the prime retail corridors. While regulations are necessary and
can create great places and value, they also often have unintended
consequences. They need to be evaluated periodically to ensure that they
continue to function as intended.
Change among ground floor and retail and similar uses is common and a
necessary part of a healthy commercial corridor. Without change, there is
less investment and updating of commercial spaces that typically occurs
with new tenant improvements. As noted, the nature of retail has been
changing, which has increased turnover and vacancies of many retail spaces
and commercial corridors. The COVID-19 pandemic accelerated some of the
shift to e -commerce and led to the failure of many retail and other
commercial businesses. The RPO regulations appear to have contributed to
the increasing vacancy rate by preventing alternative uses, which would
otherwise be preferable to extensive and prolonged vacancies that detract
from and impact the overall health and vitality of the larger district.
As noted in the 2023 Comprehensive Economic Development Strategy,
there is a large amount of vacant commercial and retail space that exceeds
the current and foreseeable market demand for retail. Large proportions of
this space will remain vacant unless and until it is allowed to be converted
to uses other than retail. By preventing the conversion of former retail
spaces to non -retail uses, the RPO has contributed to the increasing
vacancies. Because the RPO is applicable to all retail uses citywide, the
restrictions also have the effect of interfering with the natural selection and
adaption of the market. It treats all retail areas as equally important. As a
result, there is no ability to adjust with and adapt to the market. Instead of
allowing the market to concentrate the limited demand for retail on core
areas of strength, the RPO effectively dilutes the limited retail demand
citywide.
Further, it has been noted multiple times in interviews with property owners
and managers that the RPO (and the limitations on the creation and
conversion to office uses) has created traps for property owners. Once a
retail use is established, the property is effectively locked into only that
retail use. This dramatically limits the ability of the property owner to
manage and market the property and adapt to market conditions. This trap
may have the unintended consequence of discouraging establishment of
new retail uses for fear of the inability to ever change back to another use —
at least without great difficulty, time, and cost.
It is essential that restrictive regulations have standards and procedures to
obtain relief for hardships. The standard for relief of this section allows
waivers based on economic hardship. However, the current standard is
among the highest possible and most difficult thresholds to achieve —an
unconstitutional taking and deprivation of all economic value.
This waiver threshold is disproportionate to the perceived potential threat
of allowing non -retail uses on the ground floor. It implicitly favors vacant
former retail space over non -retail use.
RECOMMENDATION 3.1
This standard should be reconsidered. A lower and easier threshold or
otherwise more permissive standards based on a simple finding of
practical difficulty and/or economic hardship would help increase the
occupancy of vacant former retail spaces, which would contribute to the
overall activity and vitality within the corridor.
Section 18.40.180(c) Waivers and Adjustments; and Exemptions for the
RPO should be revised to delete the unconstitutional taking of all
economic value standard of subsection (A) Economic Hardship in favor of
the practical hardship standard of subsection (B) Alternative Viable Active
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PALO ALTO RETAIL REVITALIZATION STUDY -
Use. Further, it is recommended that subsection (B) be amended to delete
the exception of the applicability to the Ground Floor (GF) and Retail (R)
combining districts to allow Alternative Viable Active Uses in the
Downtown/University (GF) and California Avenue (R) areas.
Parallel revisions are recommended for Section 18.30(A).070 Waivers and
Adjustments applicable to the R combining district. Section 18.30(C)
Ground Floor (GF) Combining District Regulations does not have any
waiver or adjustment provisions. It should be amended to also have a
practical difficulty standard as recommended for the RPO and R combining
district.
The alternative waiver option requires the applicant to demonstrate
standards that are purely within the subjective determination of the City
and potentially impossible, and are at least very costly and difficult, to
prove:
"The permitted retail or retail -like use is not viable;
• The proposed use will support the purposes of the zoning district
and Comprehensive Plan land use designation; and
• The proposed use will encourage active pedestrian -oriented
activity and connections."
The subjective, uncertain, and expensive waiver process is likely to deter
many potential applicants from attempting the waiver or to give up before
obtaining a decision. This has a chilling effect on the marketplace and
contributes to a negative reputation for the City. This is particularly true for
local, small, and sole proprietor uses that do not have the depth of resources
and expertise to "fight City Hall."
Such restrictions appear to favor the national franchises and "formula retail"
that Palo Alto has determined are problematic and should be restricted but
are among the few that can afford to navigate the code and approval
process. It is important to recognize that Palo Alto, while a strong and
desirable market, is very much part of the larger competitive market.
Existing and prospective businesses have the ability and choice to locate in
other cities where the regulatory environment is easier and more
welcoming and supportive of their large and risky investments. Many
suitable and desirable retail and other uses, even if allowed, may avoid
locating in Palo Alto based on the knowledge of the code, complex process,
and high costs and frustration that inevitably are experienced over the life
of use.
RECOMMENDATION 3.2
Consideration should be given to whether the RPO is beneficial or should
be modified or repealed. As an initial step, we recommend that the RPO
be limited to the essential core retail areas of businesses fronting on
Downtown's University Avenue and California Avenue. Removal from the
City of Palo Alto
balance of the City will allow the conversion of excess retail space over
time, as well as a concentration in the Downtown and California Avenue
areas. The changes should be clearly communicated with the business and
property owners. The effect of the changes should be monitored to
evaluate whether the focused RPO is having the desired effect.
The relief and waiver provisions of the RPO and R and GF combining
districts should be eased to be based on achievable objective standards,
to keep the decision -making authority at the Planning and Development
Services Director level (unless formally appealed), and to allow the
practical difficulty standard of the alternative viable active use waiver
option.
4. Allow Non -retail Uses on Ground Floor with
Limitations.
The Ground Floor (GF) and Retail (R) combining districts in the
Downtown/University Avenue and California Avenue core commercial
areas, respectively, add a level of complexity and regulation that may not
be necessary. The extensive and persistent ground -floor vacancies in these
areas suggest that alternatives or modifications to the restrictions may be
appropriate. The overall objectives and outcomes are to reduce vacancies,
increase occupancy, foot traffic and vibrancy.
Several strategies could be employed to allow more retail -supportive uses
on the ground floor, such as personal service uses and small professional
offices that bring employees and generate customers and foot traffic in the
area to the benefit of overall activity and vitality. This objective could
include a modification to the definition of "retail and/or retail -like" to allow
a broader range of uses. The list of permitted uses in the relevant zone and
combining district use tables can be amended.
There are many methods and mechanisms to manage such uses, if
necessary, to ensure a balance of compatible and complementary uses and
to preserve and encourage active street frontages. The following are
examples of potential zoning strategies to permit non -retail or retail -like
uses:
Amend the definition of "retail -like" to include the following performance -
based uses: "commercial uses that are accessible to the general public,
generate walk-in pedestrian clientele, and contribute to a high level of
pedestrian activity."
Allow non -retail uses:
• In back office, not street -facing locations (i.e., behind retail or store
fronts)
• On side streets, off University and California Avenues
• When vacancies exceed threshold (by percentage and/or duration)
• E.g., when vacancies exceed 10% in district for more than
12 months.
Subject to limits (concentration, size, proximity), e.g.:
• Minimum 25% ground -floor commercial (Palo Alto Mixed -
Use standards)
• Maximum 15% of total floor area (Town & Country office
standards)
• Maximum 30% of all street frontage within 300 -foot radius
(San Francisco)
• Maximum 50% of street frontage per building > 100 -foot
frontage (Thousand Oaks)
Increase fitness, spas, exercise without a CUP from 1,800 to 3,000 square
feet to match the industry average!
Allow other viable active uses without a CUP:
• Examples: pet grooming, beauty shops, nail salons, barbershops,
small learning centers, day care
• Medical office with retail component, lifestyle, health services
If necessary, require a CUP for certain uses in excess of a maximum size (Palo
Alto for offices, commercial recreation; CN district uses)
RECOMMENDATION 4.1
Amend the zoning code with one or more of the above methods to allow
more retail -supportive uses on ground floor. The selected methods should
be part of a coordinated package of amendments.
5. Repeal the Office Conversion and
Construction Limitations.
There are two provisions of the code that limit office construction:
18.40.210 Annual Office Limit and 18.18.060 Development Standards for
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PALO ALTO RETAIL REVITALIZATION STUDY -
the Downtown Commercial (CD) District. These are notable in their own
right, but also as they interact with the RPO.
Section 18.40.210 limits the conversion of existing non -office uses to office
uses to 50,000 square feet per year. The annual limit serves as another
constraint to the loss or conversion of retail space and appears to lessen any
need for the RPO. Office workers represent a major portion of the retail
customers, sales, and market base. The dramatic loss of office uses, and
reduced occupancy and days workers spend in the office since COVID-19 has
had a proportionately significant reduction on retail demand in Palo Alto.
While there has been some recovery, the long-term trend and reduced
office occupancy is expected to persist for the foreseeable future. Office
vacancy rates in Palo Alto have increased dramatically since COVID-19 to
over 556,000 square feet, an average of 17 percent of all office space in Palo
Alto. The total vacancy is project to increase over the next five years
according to CoStar.
The perceived threat of office outcompeting and converting ground -floor
retail spaces to office uses, which was the basis of the regulation, is
extremely low and effectively no longer exists. Conversion of vacant,
formerly retail ground -floor spaces to personal service and office uses that
generate customers for nearby retail is preferable to extensive and
persistent vacancies that create a sense of failure and blight that remaining
retail uses must combat. Occupancy of the vacant office spaces should be
encouraged. Conversion of excess vacant retail spaces, particularly by uses
that generate potential customers and pedestrian foot traffic, and those
that do not front on University or California Avenues, should be allowed.
It appears that Section 18.40.210 could be repealed as the conditions and
circumstances and rationale for its existence no longer exist.
Section 18.18.060 limits the total amount of office to a total of 5,000 square
feet per site in the CD -S and CD -N zones. The rationale, purpose, and public
benefit of this limitation are not clear. It appears to establish an arbitrary
limitation that may cause more harm than good. This provision is not
proportionate to the size of the site or building —the larger the site, the
greater the constraint and loss of development potential. Further, this
provision appears to apply to all office spaces, both ground floor and upper
floor. Upper -floor office space is supportive of ground -floor retail and other
commercial uses. It is not clear why there should be a limit on an upper -
floor commercial on any given site. Rather, such uses should be encouraged.
RECOMMENDATION 5.1
The purposes, assumptions, and impacts of these provisions should be
evaluated. If any limits are found to be necessary, they should be designed
to minimize the restriction to the extent possible. They should only apply
to ground -level office spaces, such as a maximum percentage of the street -
City of Palo Alto
facing facade to ensure a percentage for retail and retail -like uses. Ground -
floor office uses that do not front on University or California Avenues, i.e.,
behind retail frontages, should be allowed. There should be no limit to
upper -level office uses. Any limitation should be proportionate to the size
of the site or building to ensure an equitable impact. Section 18.40.210
Annual Office Limit should be revised to replace the unconstitutional
taking of all economic value standard of (e) Economic Hardship Waiver or
Adjustment, with a practical difficulty standard like that recommended for
the RPO, R and GF combining districts.
6. Relax the Formula Retail Restrictions.
The rationale for limiting "formula retail" on the basis of the franchise and
standardized merchandise and branding on California Avenue is not clear
and should be stated explicitly. The assumptions and perceived threats of
ten or more of the same uses, standardized merchandise, decor, color
scheme, uniforms, facade, and trademark use has been evaluated for
current relevance and necessity. Research of and interviews with peer cities
and business and property owners indicated only limited concern over such
uses and a desire to limit and relax the formula retail restrictions. It was
noted that formula retail or franchise businesses often represent and bring
new innovations and trends and foot traffic that benefit other businesses in
the vicinity.
It is also noted that concerns over the impact of a standard and generic
corporate franchise design can be regulated more directly and objectively
through design standards rather than limiting or preventing use on the basis
of the characteristics of formula retail. The regulation appears to prevent
otherwise appropriate and desirable uses and occupancy of vacant spaces
without a clear or superseding public benefit.
RECOMMENDATION 6.1
Consideration should be given to modifying or eliminating this restriction.
Any restrictions should be demonstrated to be the minimum necessary to
advance a legitimate public purpose. It is recommended that the threshold
to qualify as a "formula retail" use be increased from 10 to 50 such
businesses. It is also recommended to limit formula retail to restaurant
uses. Another option the City may consider is to limit the number of
formula retail establishments in certain areas. This method can ensure a
balance between formula and non -formula uses.
Similar to the waiver provisions for the RPO, the code assumes that formula
retail and certain other personal service uses are detrimental unless proven
otherwise. The need to obtain a CUP is already a high standard and barrier,
but the required findings are again subjective, numerous, and must all be
met. Such standards make it easy to deny and prevent any use or applicant
for nearly any reason or perceived objection by staff or City Council (Section
18.76.015):
"A conditional use permit shall not be granted in an R -Combining
district for a formula retail business, or a beauty shop, nail salon,
barbershop, or financial services use, unless it is found, in addition
to the findings required by section 18.76.010, that:
"(1) The retail or personal service business will offer
merchandise and/or services that meet the underserved needs of
the City's residents and visitors.
"(2) The type of retail or personal service business will
enhance the balance and diversity of businesses in the district and
in the City as a whole.
"(3) The retail or personal service business will enhance
the economic vitality of the district where the business is
proposed to be located and of the City as a whole. In considering
this finding, the director or city council may consider existing
retail vacancy rates within the district and in the City as a whole.
"(4) The retail or personal service business is consistent
with the character of the district where the business is proposed
to be located.
"(5) The design of the retail or personal service business
will be compatible with the architectural and aesthetic character
of the district where the business is proposed to be located."
While always a best practice and feature of the best land use codes, an
increasing number of cities have initiated the review and revision of their
development codes in recent years to reduce and replace subjective
standards with objective standards and certain and efficient approval
processes. They recognize that such regulations allow and encourage
desirable and necessary growth, as well as a continuous cycle of renewal
and improvement, and are important to the overall health of the City.
RECOMMENDATION 6.2
The Palo Alto Zoning Ordinance and existing and future property owners,
businesses, and uses would benefit from objective development standards
and a streamlined approval process program.
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Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
7. Ease the Parking Regulations.
While not a major focus of this analysis, as a major development cost,
design, and spatial constraint, excess parking supply and excessive
minimum parking standards are among the most common deterrents to a
healthy and vibrant commercial district. Many municipalities continue to
rely on outdated parking standards that, more often than not, were based
on reference to other adopted standards as opposed to actual demand and
occupancy studies. Most standards are also based on low -density suburban
land use patterns, not the more dynamic urban patterns like those in Palo
Alto. The following are a few high-level observations and recommendations
related to zoning code. See Appendix C for more comprehensive analysis
and recommendations.
RECOMMENDATION 7.1
Promote Public Shared Parking Over Off-Street/On-Site Parking.
Private, off-street/on-site parking is the most inefficient type of parking. It
generally is not appropriate for dense, pedestrian -oriented commercial and
mixed -use districts where the majority of properties are developed with
buildings and have little or no room for efficient parking. On -site parking is
least likely to be shared. Shared public parking is most appropriate for such
districts. It allows maximum access, utilization, and effective management
to respond to changing conditions.
City of Palo Alto
RECOMMENDATION 7.2
Reduce Minimum Requirements
A parking use survey and approach should be evaluated to reset standards
to appropriate levels. For example, the minimum of 16 to 30 spaces per
1,000 square feet of gross floor area for eating and drinking services is
punitively high. It may be used to effectively prohibit fast-food franchises
and drive -through facilities. These standards are based on the outmoded
concept that restaurants are destination uses that operate and need to be
parked independently of all other uses with no sharing of trips or parking.
This is inconsistent with the actual and preferred operation of most urban
commercial districts and most certainly exceeds actual parking demand.
There are three typical approaches to improving downtown and main street
parking standards:
i. Reduce outdated minimum requirements to require fewer spaces
than the cumulative demand for the district.
ii. Eliminate minimum parking standards and let business and property
owners provide the parking deemed necessary to support the uses.
iii. Establish maximum parking standards to limit and prevent
oversupply and inefficient use of land at the expense of buildings
and uses.
Recently adopted AB 2097 effectively codified these best practices by
eliminating minimum parking requirements within one-half mile of High -
Quality Transit Stop. As discussed in greater detail in Appendix C of this
report, this exemption applies to the core commercial areas on University
and California Avenues as well as portions of El Camino Real. This requires
Palo Alto to change its approach to parking in these areas. It will require a
change from a regulatory approach to provide adequate parking to the
active management and optimization of existing public and private parking
spaces to meet the existing and projected long-term growth and parking
needs in the affected areas. The areas not directly affected by AB 2097 and
still subject to minimum parking requirements should still be evaluated for
the parking relief and modifications described in this section.
RECOMMENDATION 7.3
Allow Change of Use
If adequate parking is available in the vicinity of the use, allowing a change
of use for existing spaces without a requirement to provide additional
parking could be considered. Existing buildings and outdoor spaces could be
exempted from providing parking for a change of use.
RECOMMENDATION 7.4
Incentivize Priority Uses
Reducing requirements for desired or priority uses like restaurants could be
taken into consideration. Incentives could also be provided, such as
increased credits and/or reductions in minimum requirements for shared
parking.
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Appendix A: Outreach Summary
Stakeholder Interview Summary
Stakeholder interviews were conducted with developers and the Chamber
of Commerce to understand how the City can support the retail
revitalization efforts in the study area. The stakeholders discussed issues
and recommended changes related to the zoning ordinance, parking, and
administrative processes. Below is the list of stakeholders that were
interviewed.
• Premier Property Management —Jon Goldman, Brad Ehikia
• Ellis Partners —Jim Ellis
• Thoits Bros., Inc. —John Shenk
• Chamber of Commerce — Charlie Weidanz
• Performance Gaines — Chris Gaines
• Italico — Franco Campilongo
• Taste Buds Kitchen — Scott Andersen
Discussion Summary
These interviews revealed several issues that the stakeholders viewed as
restrictions or hindrances to development and provided recommendations
to mitigate them. There was a strong consensus on many issues among all
of the stakeholders. These discussions are categorized and summarized
below based on common themes.
General
Important to create an ecosystem of uses that generate trips and
keep people downtown.
a. Services will drive people downtown.
b. There are fewer workers downtown due to transition to remote
work.
c. There has been a loss of office space, which is hurting retail.
Need to actively attract and support growth and investment,
renewal and maintenance, and improvement of existing buildings.
3. There are significant assets downtown, the loss of retail is not a
physical design issue.
4. There needs to be more flexibility in the reuse of ground floor space.
Allowed uses should be flexible to accommodate the changes in the
market in order to reduce vacancies.
5. Perception of retail in Palo Alto:
a. Retail zones and corridors are not 100 percent retail but rely on
a mix of complementary uses (office, restaurants, personal
services, professional services, residential and retail use). These
uses provide the clientele for retail uses and allow people to
spend time in the commercial areas, in turn supporting retail.
b. Need to repair and reverse the City's reputation with the
industry (e.g., business/property owners, agents, etc.).
Businesses need predictability, and currently, they don't have
that.
6. Many retailers in Palo Alto are amazing but often time people are
not aware of events/businesses.
a. Businesses need a large online presence to attract customers.
7. Street closure on California Ave has improved business (up 40
percent). However, several retailers left the area due to street
closure.
8. Important to understand customer behavior and how it has
changed over the last four years (2019-2023).
9. Window shopping is down, everything is destination based.
a. Need to provide incentives for customers to visit.
10. The City has been very helpful since business operations have
begun, partnering with the City is the most important thing that a
local business can do.
11. Times of business activity more inconsistent now, people are not
coming in for lunch anymore from nearby offices.
12. Disconnect between the businesses that exist and what businesses
are desired (e.g., medical retail/office)
Retail Preservation Ordinance
1. Rescind ground floor Retail Protection Ordinance (2009, 2017
amendment). It has created the very problems that it was intended
to prevent.
2. Leave it to the market to thrive, don't force retail. Focus on the
existing retail district.
3. Ground floor retail restrictions on side streets and blocks away from
the main commercial corridor are not practical as retail will not
locate in these areas.
4. Code is too rigid, very narrowly defined, and complex. The older
system worked better and allowed for more flexibility.
5. "The definition of "retail" is too restrictive on use. Expand it to be
more inclusive and nuanced to include uses like personal services,
medical professional/office, spas, fitness, insurance, restaurants,
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
commercial recreation and other uses that create pedestrian
activity.
6. Rescind "Formula Retail" Ordinance on California Avenue.
7. Increase height limits on El Camino Real and in other areas.
8. Restaurant owner could not reduce the square footage from 8,000
square feet to 5,000 square feet.
City Permit Process
1. Businesses are avoiding locating to Palo Alto as the permitting
process is lengthy and unpredictable.
2. Difficult to get a permit even for simple changes such as restriping,
signage, and small additions (e.g., 3-6 months to receive a sign
permit - AT&T).
a. Delay in signage permits can hurt the business even before it
starts.
3. The determinations of code and process are inconsistent and, at
times, conflicting among the staff.
4. There is a lack of staff continuity or institutional knowledge.
5. Fees are excessive (e.g., conditional use permit $15,000; sign permit
$4,000).
6. All permits go through the City Council which takes away power and
undermines staff recommendations/determinations.
7. Permitting process is not clearly described.
8. There is a stigma against national chains (e.g., Pete's Coffee), yet
the zoning and process do not make it easy for smaller local
businesses to locate in the City.
9. Difficult to navigate the process as a single business/property
owner.
10. Sentiment that City staff are disconnected from or understand the
community they are working in (e.g., live outside Palo Alto)
11. The process makes it difficult to do any business in/startup a
business in Palo Alto.
12. Long permitting processing times (e.g., up to 18 months to get
through the planning process for an event space).
13. Needed a conditional use permit for beer and wine license
($11,000).
14. Signage permit took longer than demolition and construction
permit for event venue business.
City of Palo Alto dix A, Page 1
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Parking
1. In -lieu parking fee is a hard cap on any new development or
intensification.
2. Reinstate the California Avenue Parking Assessment District.
a. The City should allow transfer between uses.
b. Can't change uses currently and can't add parking for change in
uses. This is making it difficult to fill the vacancies in the
changing market conditions.
c. The City requires additional parking to comply with parking
requirements. Many/most buildings cover the entire site and
have no space for on -site parking.
d. Buildings already paid for the parking garages, which were to
support the district. Since it was paid off in 2017 and no longer
charges payment fees, the City has reverted back to requiring
on -site parking to comply. Fees were based on deficiency of
parking. But the developers are not getting credit when
changing uses or adding space.
e. The City created a parking fee if they cannot provide parking =
$150,000 per space. This is excessive and not affordable.
f. The City moved staff parking from on -street to the garages.
Now customers have to park in the neighborhoods instead of
the garages.
3. A new, more flexible parking policy is needed as most customers
(office workers, shoppers) are already in the district.
4. Hard for employees to get permits for the parking garages in
California Ave.
a. Make it easier for employees who need to park — especially 2+
hours but not all day.
b. Pricing does not make sense for employees to invest in permits.
5. No parking issues in California Ave, there is enough parking to
support all businesses and events at a variety of times (for lunch or
dinner, weekends, and during the farmer's market).
1City Council Makes Pandemic -Era Zoning Changes Permanent to Support
Business Success in Santa Monica.
https://www.santa mon ica.gov/press/2022/10/12/city-cou nci l -ma kes-
City Interviews:
Palo Alto and Neighboring Communities
To gain a broader understanding of Palo Alto's regulatory provisions and
procedures and to also inform the recommendations, three communities
were interviewed to identify gaps and differences in approaches to retail
development. The jurisdictions were identified during the Planning and
Transportation Committee and stakeholder interviews as flexible and
efficient with permit processing. These include the Cities of Santa Monica,
Los Altos, and Redwood City.
Santa Monica
Making COVID-Related Changes Permanent
The City discussed an extensive list of emergency orders during the
pandemic. These include both planning and building/safety emergency
orders, including time extension on open permits of up to four years. In
October 2022, the City permanently adopted two zoning ordinance
amendments with the intent of reducing regulatory barriers for small
businesses, as described below. The economic recovery ordinance was
extended for five years in September of 2023. In summary, the following
proposed zoning changes focus on the Third Street Promenade area.
1. allowing greater flexibility for restaurants that provide
entertainment within the Third Street Promenade Area District,
2. expanding Alcohol Exemption (AE) permits to additional uses to
further streamline the review of alcohol permits while also
correcting and refining existing AE permit conditions,
3. allowing the Director of Community Development or designee to
consider commercial uses that are not clearly defined in the Zoning
Code,
4. allowing a longer term for Temporary Use Permits, and
5. allowing outdoor rooftop commercial uses on public parking
structures owned by the City.
Relaxing Restrictions on Uses
Changes in zoning included allowing a wider variety of uses by right in areas
that were historically more restrictive, including in the downtown and Third
Street Promenade areas. Efforts highlighted by City Staff included allowing
new uses such as pop -ups and creative commercial uses that do not fit
pa ndemic-era-zon i ng-cha nges-permanent-to-su pport-busi ness-success-i n-
santa-monica
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
exactly into the existing use categories, including new alcohol services and
pickleball. The City eliminated the restrictions on the number of restaurants
per block on Main Street and expanded opportunities for outdoor dining.
The City has traditionally been very restrictive in requiring retail uses on the
ground floor; however, due to the changing market and feedback from the
community, the City has been re-evaluating what mix of uses will work in its
retail areas. This is also in response to an increased focus on housing and
the City's larger efforts in its Housing Element. The City noted that being
open to a wider mix of uses is important in serving the needs of residents.
Streamlined Permitting
The City eliminated the need for conditional use permits, minor use permits,
and other discretionary approvals for several uses including childcare,
cinemas and theaters, general retail sales (medium size), hotels and motels,
medical and dental offices, food halls, and general personal services, among
others. The City removed the public hearing requirements for a change of
use from a restaurant to a different use. This streamlined permitting
expedites and simplifies the permitting process. This provides certainty and
predictability to existing businesses and prospective businesses considering
locating in Santa Monica. As of July 2023, there are 38 new development
projects in downtown Santa Monica comprised mostly mixed -use and
housing, including affordable housing.
Communication and Outreach with Business Owners
The interviewees discussed the importance of educating the public through
comprehensive, consistent communication and outreach efforts. They
stressed the importance of City staff being a known, visible, and trusted
figure in the community. The City of Santa Monica highlighted a number of
outreach efforts including working with community groups, business
improvement districts, City staff, and City council. Efforts included an "open
for business flyer," blog, e-mail blasts, broker's round table event, and a 3-
1-1 system where anyone can e-mail or call with questions. The City offers
online planning services, and virtual counter reviews, and hosts an online
appointment system to increase the number of permitting activities that can
be done online.
The City has extensively documented and advertised these zoning and
regulatory changes on its City websitel and provides comprehensive data
regarding vacancies and employment on the Downtown Santa Monica
websitez.
2 Downtown Santa Monica, Third Street Promenade.
https://downtownsm.com/downtown-data#section-8666
City of Palo Alto Annendix A, Page 2
Item 10: Staff Report Pg. 48 • ] Packet Pg. 306 of 435
Interview Questions and Responses
1. Have you evaluated the impact of COVID and/oronline shopping on retail
in Santa Monica?
• The City started to see the impact of e -commerce prior to COVID-
19.
• The City created a "Buy Local" campaign in 2010 and increased
messaging during COVID-19 to educate the public on the
importance of supporting local businesses.
o Through the campaign the City identified and informed people
which retailers had gift cards and how businesses were
operating during the Holidays.
• During COVID the City supported businesses through a variety of
strategies which included:
o Established pick-up and delivery zones,
o Connected business owners with the Los Angeles Small Business
Development Center for education and technical support,
o Waived fees (e.g. loading and pick-up zones),
o Encouraged shopping locally through informing customers
which businesses support gift cards during Holiday shopping,
• The City can track online versus in-store sales reports through a
sales tax report and can track by geographic area and by sector.
o Art gallery pivoted to online, had high sales, and started artists'
talks and other events/features they didn't have before.
o The city has anecdotal data that shows an increase in sales
activity but is hard to isolate.
2. What, if any, efforts did you undertake to preserve retail as a response
to COVID-19?
■ The City passed several emergency orders during the pandemic
related to both planning and building and safety.
o The City provided time extensions on open permits — up to 4
years in some cases.
o The City allowed more uses to be permitted by right in the
Downtown and Third Street Promenade areas.
• Allowed flexibility for creative and temporary uses that
don't fit the prescribed use categories in the Downtown and
Third Street Promenade.
• Positive feedback from stakeholders resulted in the interim
ordinances becoming permanent — codified in August 2023.
o One block in the Third Street Promenade had high vacancy
rates, so the City has loosened the use restrictions — they are
focusing on making it a food, art, and entertainment
district/hub.
o The City is seeing alcohol licenses being paired with innovative
and creative uses. (e.g. Pickleball).
■ The City is focusing on food establishments and assisting
applicants through the permitting process.
• Where and how to allow business to expand into the
right-of-way to not access and circulation issues.
• Restaurant owners voiced the need for expanded
permanent outdoor space to sustain business.
3. How did the City work with the business owners during the zoning
changes?
■ The City along with Downtown Santa Monica Inc. (Property Based
Assessment District) asked property owners and businesses what
kind of new uses they were interested in and what challenges they
were facing with the permitting process, the City then identified
opportunities on how the emergency orders and interim zoning can
start to address the issues.
• Held collective meetings with Business Improvement District (BID)
leaders (Main Street, Montana Ave, and Pico Boulevard) to talk
through zoning changes.
• The City created an "Open for Business" flyer.
• Implemented a 3-1-1 system for businesses to ask questions to City
staff regarding zoning.
4. What types of metrics does the City utilize to track changes in business?
• The City tracks occupancy rates and pedestrian counts in
association with Downtown Santa Monica Inc. (see Downtown
Santa Monica data below)
• The City also monitors sales tax data and business license permits.
5. Does the City allow residential Downtown or in other commercial
districts?
• Downtown is a true mixed -use district — residential is permitted
everywhere but particularly seen from 2,d Street to 7th Street.
• Several current Downtown housing projects (thousands of units)
are in development to create a "24/7 community."
o Downtown previously saw affordable housing and now a trend
to mixed -income housing.
o Change in demand in the Downtown to more local serving uses
like restaurants —previously tourism drove development trends
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
("8 million visitors/year prior to COVID, now 4.5-5 million
visitors/year)
■ Residential is integrated and embedded in all commercial districts.
6. Are there any restrictions on the usage of ground floor space in the
commercial areas?
■ The City has historically been very restrictive on the ground floor
with a focus on retail and restaurant.
• The City has been rethinking strategy to allow more uses in certain
configurations while still promoting retail and restaurant — the
office is still restricted.
• The City is trying to be flexible as property owners figure out the
right mix of uses — having the choice is positive for all parties.
• The City has utilized interim ordinances as an experimentation to
see how effective/successful an ordinance can be (up to five (5)
years). The economic recovery ordinance was extended for five
years in September of 2023.
7. Have developers used the provisions of AB 2097 in developments for
parking? How is the City ensuring there will be parking for visitors and
residents in the wake of AB 2097?
• State law has changed the City's parking practices since a majority
of the City exists within % mile of a major transit stop.
• Before state law the City eliminated minimum parking requirements
for a majority of active uses Downtown in 2017.
• The City has major parking investment in the form of ten (10) City -
owned public parking structures in the Downtown District — "well -
served to over -served."
o Parking structures were funded through bond financing in the
70's — all but one (1) are paid off.
o Parking structures were funded by revenue generated by
parking and transportation impact fees (in-leu fee for
businesses) — the City has since eliminated this impact fee.
o Parking structures have active ground floor retail space which
the Economic Development Department manages (3 tenants) —
provide revenue to the City.
o The city is working to bring in a rooftop cinema company to
lease the top floor of one of the parking garages (made possible
by the interim temporary use ordinances).
• The City has no parking requirements for businesses going into
existing footprints.
o The City prefers that there is no more parking built in the
Downtown, they would like the business to invest in otherways.
City of Palo Alto Annendix A, Page 3
Item 10: Staff Report Pg. 49 1 Packet Pg. 307 of 435
o In terms of new mixed -use housing development, the City is
seeing both zero (0) parking and proposed projects with parking
— Projects tend to be dependent on lender and financing
strategy to make the project marketable.
o The City has a cap on parking in the Downtown that can't be
exceeded.
o The City has worked with developers to look at shared parking,
shared mobility programs, bike parking, EV charging, carshare,
automated driving companies (Waymo), and the integrations of
the bike infrastructure as an alternative to parking.
8. Do you have recommendations for jurisdictions looking to
preserve/encourage retail uses?
• Review the zoning ordinance, permitting procedures, and how
those factors affect the cost of doing business.
• Determine how your jurisdiction can support businesses operating
outdoors.
o The City reviewed and contacted several jurisdictions for best
practices regarding parklets and expanded outdoor dining.
o Where possible, make operating outdoors permanent.
• Provide certainty to businesses so they know what they can and
can't do.
• Due to the small size of Santa Monica, City staff has seen the
importance of relationship building, being visible, known, and a
trusted figure in the community so people know who to contact for
questions or issues.
Important for jurisdictions to work together regionally and throughout the
State to become competitive as whole (i.e. align programs and fees) — don't
try and steal from business.
Los Altos
Interview Questions and Responses
1. Have you evaluated the impact of COVID and/or online shopping on retail
in Los Altos?
• Yes, because of the physical limitations in the early/middle portion
of COVID.
• Main commercial area in Los Altos is similar to California Ave in Palo
Alto.
o No major commercial retail or national retailers — mom-and-
pop and small businesses
o "Downtown Triangle" is restaurant heavy with passive
businesses.
2. What, if any, efforts did you undertake to preserve retail as a response
to COVID-19?
• Small non-residential footprint, emphasis was focused on
restaurants.
• Los Altos has an active Chamber of Commerce that supports and
works with businesses.
• Los Altos Village Association (LAVA) worked with downtown
businesses to facilitate resiliency during COVID.
3. Have you made any changes to the zoning code during post-Covid? Are
these changes permanent? Can you describe how some of these changes
have helped maintain and encourage retail?
■ The City is undergoing rezoning downtown to allow all mixed -use
and to allow additional height; driven in part by the Housing
Element.
o Nothing in the rezoning that is explicit for commercial but it will
provide opportunity for new and existing commercial.
o Much of the downtown is currently old commercial in old
buildings. We haven't had new development in many years, just
renovations. We expect new mixed -use developments in near
future.
■ The City made alcohol an ancillary use allowed by right and made it
permanent post covid. A business just needs an ABC license from
state.
4. Were there any other zoning changes that were considered but not
made and why?
■ Office/administration uses on Main Street and State Street are not
allowed on the ground floor.
o The City wants this area to be the retail and restaurant core,
there are some existing non -conforming uses like banks.
• The City is exploring an option of requiring use like hair and nail
salons to get a CUP.
o There is a proliferation of these uses in downtown competing
with one another.
o The City does not need as many as they currently have — in some
instances there are two next to each other.
• The City is looking to address vacancy in terms of empty display
windows and pop-up shops through a zone text amendment.
• Vacancies downtown last for 6-9 months outside of three (3)
properties where businesses have closed due to ADA lawsuits.
o Businesses open quite easily in Los Altos but the length of
occupancy is varied.
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
5. Is change of use by right or do you require discretionary approval?
• It is by right unless it's a major tenant improvement (i.e. structural).
• Only in rare instances are CUPs used, it's either allowed or
prohibited.
• The City has an online submittal process and a change of use permit
can be processed in a couple of days — everything is pretty
streamlined.
6. Who is the approving authority for the following and typical permit time
for each of these?
• If something had to go to a hearing body it would go to the planning
commission which could be a 4-5 month process, especially due to
incomplete applications.
• The City hasn't had any new commercial development in 10+ years
— Housing Element rezonings will allow for a lot of newer
commercial square footage allowed in tandem with residential.
• Signage has never been beyond an administrative design review —
no issues.
7. Have developers used the provisions of AB 2097 in developments for
parking? How is the City ensuring there will be parking for visitors and
residents in the wake of AB 2097?
■ Does not apply to downtown but does apply to an extremely small
area on El Camino Real — mostly redeveloped with entirely
residential.
■ The City is going to be conducting a comprehensive downtown
parking ratio update for residential and commercial uses through a
parking study.
8. Do you have a municipal public parking/parking district or any
exemptions for parking?
■ The City has public parking plazas in addition to small parking lots -
6 acres of parking lot to the north and south of Main Street and
State Street.
■ In the 1950s downtown property owners passed a measure that any
existing commercial square footage does not have to park their
business use.
9. Do you have any other improvement districts such as the Business
Improvement District (BID), Community Facilities District (CFD), or
Enhanced Infrastructure Financing District (EIFD)?
■ The City doesn't have a BID but will be exploring the creation of a
Property Business Improvement District in the upcoming year
(assessed against property owners not businesses).
City of Palo Alto Annendix A, Page 4
Item 10: Staff Report Pg. 50 1 Packet Pg. 308 of 435
o There are three (3) big property owners who want to see major
infrastructure improvements to improve the public realm.
o Looking to reorient parking to be parallel to recapture half
depth of angle parking to expand the sidewalks — property
owners would like to see the expansion of the public realm in
front of their properties to create more usable space.
10. Does the City have any programs or incentives to attract retail?
• Some businesses may actually need to close to allow new uses, they
are holding usable space for redevelopment.
• The City probably would have lost most of the restaurants if they
hadn't deployed the parklet program.
11. Are there best practices or efficient permitting and flexibility that your
City follows and that have helped you retain and attract retail uses?
• Downtown Vacancy matrix created by the Chamber of Commerce
to identify where the vacancies are located, what is allowed in those
spaces, and what is the footprint.
• The Chamber of Commerce works to connect property owners with
interested businesses, there are a lot of older buildings and old -
school property owners and old school in how they lease space.
12. Any recommendations for jurisdictions looking to preserve/encourage
retail uses?
Parklet Program — had a sunset date to either make permanent or
revisit and revamp.
o The City didn't want the temporary COVID program to be the
permanent one.
■ The City identified what has been working and what hasn't
been working.
The City also didn't want mismatch parklets.
■ The permanent program goes into effect in January with a
new set of standards.
o The City conducted outreach with several business owners and
restaurant groups to discuss issues and needs.
o Some were very receptive and some pushed back because of
the cost to change parklets.
Redwood City
Interview Questions and Responses
1. Does the City have ground floor use restrictions?
■ Ground floor active uses are encouraged, not required. Active use
definition: Uses that allow the public to walk in and interact with
the business owner- personal services and pet stores are active
uses.
o There is a stretch in the Downtown where office is not allowed
on the ground floor.
2. How does the City process change of use permits, by -right or
discretionary approval?
■ Any changes to use in the downtown, including retail, can be done
by -right. No approval is needed, only a building permit from the
building division is required.
3. Please identify the approving authority and typical permit time for the
following:
• Depends on complexity. Generally approved by Planning Staff (2
to 4 months) and building division (4 to 6 weeks).
• New construction (permitted uses). Planning staff: 3 to 4 month
planning approvals; Building division: 4 to 6 weeks.
• New construction (CUP uses). Planning Commission if they exceed
height limit or CUP outside DT. Within the DT, CUP can be approved
by staff. 3 to 4 -month planning approvals, building division 4 to 6
weeks.
• Major remodeling/tenant improvement. Planning Staff:
Depending on the complexity, it can be done over the counter.
• Minor Changes. Planning Staff: Depending on the complexity, it can
be done over the counter.
• New Signage/Signage Change. Over the counter generally. If
existing space is part of the Master sign program (3 or more
retail/commercial generally have a master sign program), if it is a
part of a commercial strip, then they just need a permit from the
Building division. If not, they need to apply with planning and then
to the Building division (3 to 4 months).
4. Does the City track and report permit approval times for development
projects (submittal to approval)?
■ The City has a tracking system to input dates, but they don't really
track processing times.
o They try to follow the Permit Streamlining Act. Review within 30
days and 60 days for a decision.
5. Does the City have other programs or incentives to attract retail?
• FAR increase if the applicant provides housing/ mixed -use.
• The retail task force helps to attract retail.
• Retail outreach efforts are conducted via the economic
development office.
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
■ Community development incentives for open space include an
increase in height or FAR.
6. Does the City have any parking programs to help reduce parking
requirements?
• No formal programs. If a use is converted to retail, they don't need
to provide extra parking based on new retail use.
• The City is currently exploring reductions to minimum parking.
7. Does the City have a municipal public parking/parking district or any
exemptions for parking?
• The City has municipal garages and lots. Also, visitors can park in any
other retail parking lot. Offices open up their garages to visitors on
the weekends. All parking garages are fee based.
• New technology installed around downtown to inform where and
how many spaces are available.
8. Does the City provide information for developers explaining permitting
process/timing expectation?
■ The City has meetings with the developers and has a submittal
checklist for new construction. If it is an existing building, they go
directly to the building division.
9. Has the City seen any trends in retail as it relates to permit applications?
■ None for retail. Lately, the interest has been in daycares,
restaurants, and offices.
10. Please add any other information related to best practices or efficient
permitting and flexibility your City follows that has helped you
retain/attract retail.
• There is a lack of retail in the downtown, there are several vacancies
including World Market which has been vacant for four years.
• There are more retail vacancies but the City is open to attracting
other active uses in those spaces.
• The downtown retail task force is helping with attracting, educating,
and retaining retail uses.
City of Palo Alto Annendix A, Page 5
Item 10: Staff Report Pg. 51 1 Packet Pg. 309 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Appendix B: Market Study Report
ESRI Report Data
California Avenue
• Total sales: $301,350,000
• Total employees: 1,562
• Total businesses: 235
• Retail: 6.5% businesses; 6.4% employees
• Accommodation and food services: 10.4% businesses; 11.9% employees
Demographic Summary
2021
2026 (Projected)
Population
141,015
146,566
Households
55,632
57,798
Families
32,242
33,552
Median Age
37.5
37.5
Median Household Income
$161,252
$176,564
Top Tapestry Segments
Percent
Top Tier (1A)
25.5%
Urban Chic (2A)
24.2%
Laptops and Lattes (3A)
21.1%
Trendsetters (3C)
8.1%
Enterprising Professionals (2D)
5.8%
See reports at the end of this Appendix for detailed profiles of Top Tier, Urban Chic, and Laptops and Lattes. Other profiles can be found at https://doc.arcgis.com/en/esri-demographics/latest/regional-data/tapestry-segmentation.htm.
Retail Leakage
• More than 40%: Auto parts, motor vehicle dealers, auto accessories, drinking places, direct selling establishments, florists, vending machine operators
• 20% to 40%: Lawn and garden equipment, healthcare stores, gasoline stores, used merchandise
• 10% to 20%: Grocery stores, specialty food stores, and services
Retail Surplus
• More than 40%: Shoe stores, book, periodical, and music stores
• 20% to 40%: Furniture stores
• 10% to 20%: Department stores, home furnishings stores, electronics and appliance stores
Downtown/University Avenue
• Total sales: $1,871,207,000
• Total employees: 8,322
• Total businesses: 1,063
• Retail: 7.5% businesses; 4.6% employees
• Accommodation and food services: 8.4% businesses; 14.0% employees
Item 10: Staff Report Pg. 52 1 Packet Pg. 310 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Demographic Summary
2021
2026 (Projected)
Population
20,938
21,195
Households
9,370
9,441
Families
4,950
5,015
Median Age
43.0
43.7
Median Household Income
$186,084
$200,001
Top Tapestry Segments
Percent
Laptops and Lattes (3A)
46.4%
Top Tier (1A)
34.6%
Urban Chic (2A)
10.8%
Social Security Set (9F)
8.2%
Dorms to Diplomas (14C)
0.1%
See reports at the end of this Appendix for detailed profiles of Top Tier, Urban Chic, and Laptops and Lattes. Other profiles can be found at https://doc.arcgis.com/en/esri-demographics/latest/regional-data/tapestry-segmentation.htm.
Retail Leakage
• More than 40%: Auto parts, motor vehicle dealers, auto accessories, building material, lawn & garden equipment, other general merchandise stores, florists, vending machine operators, direct selling establishments, special food services,
drinking places
• 20% to 40%: Used merchandise stores, office supplies, stationery, and gift stores, gasoline stations, health and personal care stores, specialty food stores, grocery stores
Retail Surplus
• More than 40%: Furniture stores, shoe stores, books, periodicals, and music stores
• 10% to 20%: Department stores, jewelry, luggage, and leather goods stores
Midtown Shopping
• Total sales: $101,684,000
• Total employees: 451
• Total businesses: 116
Demographic Summary
2021
2026 (Projected)
Population
30,295
30,639
Households
11,318
11,401
Families
7,917
8,006
Median Age
44.0
44.0
Median Household Income
$200,001
$200,001
Top Tapestry Segments
Percent
Urban Chic (2A)
45.8%
Top Tier (1A)
38.9%
Laptops and Lattes (3A)
8.8%
Enterprising Professionals (2D)
5.5%
Trendsetters (3C)
1.0%
See reports at the end of this Appendix for detailed profiles of Top Tier, Urban Chic, and Laptops and Lattes. Other profiles can be found at https://doc.arcgis.com/en/esri-demographics/latest/regional-data/tapestry-segmentation.htm.
City of Palo Alto Anneri.dix 8, Page 2
Item 10: Staff Report Pg. 53 Packet Pg. 311 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
CoStar Retail and Office Summary (February 2024)
Retail
Table 1: Retail Overview - Palo Alto, Los Altos, and Santa Monica (2024 Q1)
Retail
Total /Average
Palo Alto
r•
INVENTORY SF
1,831,300
740,000
295,000
175,000
54,300
463,000
104,000
433,000
461,000
1,300,000
Under Construction Square Feet
0
0
0
0
0
0
0
0
0
50,000
Vacant Square Feet
178,600
112,000
28,200
21,400
5,000
8,100
3,900
11,074
47,700
340,000
12 Month Net Absorption Square Feet
-44,851
-51,300
12,200
-853
-4,500
-832
434
-282
-12,800
-32,800
12 Month Net Absorption Square Feet
(one year change)
-1543%
-381%
504%
-158%-9277%
-110%164%27%-35%
0
33/
VACANCY RATE
9.8%
15.1%
9.6%
12.2%
9.1%
1.8%
3.8%
2.6%
10.3%
25.9%
Vacancy Rate
(one year change)
1.9%
6.90%
-4.10%
0.50%
8.20%
0.20%
-0.40%
0.10%
2.80%
2.50%
Market Asking Rent/ Square Feet
$61.07
$77.11
$54.47
$76.70
$48.81
$53.65
$55.67
$49.05
$67.56
$79.85
Market Asking Rent/ Square Feet (one year change)
-0.52%
-0.50%
-0.70%
-0.40%
-0.30%
-0.70%
-0.50%
-0.40%
1.30%
-1.80%
Market Sale Price/Square Feet
$828
$1,129
$788
$593
$913
$797
$748
$767
$916
$909
Market Sale Price/ Square Feet
(one year change)
-0.83%
-2.00%
-0.80%
0.20%
-1.60%
-1.20%
0.40%
-0.70%
2.10%
-0.80%
Market Cap Rate
4.45%
4.20%
4.50%
5.00%
4.20%
4.50%
4.30%
4.60%
4.60%
4.90%
Market Cap Rate (one year change)
0.85%
0.10%
4.50%
0.20%
0.10%
0.10%
0.10%
0.10%
0.10%
0.10%
City of Palo Alto Annendix 8, Page 3
Item 10: Staff Report Pg. 54 1 Packet Pg. 312 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
2024 Q1
15%
10%
12%
9.1%
2%
4%
3%
10%
26%
2023 Q4
14%
9%
12%
9.1%
2%
5%
3%
11%
25%
2023 Q3
14%
9%
12%
0%
1%
5%
2%
10%
26%
2023 Q2
14%
13%
12%
0%
1%
5%
2%
8%
24%
2023 Q1
9%
15%
13%
0.00%
1%
5%
2%
11%
23%
2022 Q4
8%
13%
10%
1.6%
2%
4%
3%
5%
23%
2022 Q3
10%
14%
10%
2%
2%
4%
2%
6%
22%
2022 Q2
9%
15%
11%
2%
3%
4%
3%
8%
24%
2022 Q1
12%
13%
12%
2%
3%
4%
2%
6%
22%
2021 Q4
10%
15%
13%
0%
3%
3%
2%
5%
19%
2021 Q3
8%
13%
14%
0%
3%
3%
4%
8%
22%
2021 Q2
11%
12%
12%
0%
2%
3%
3%
11%
21%
2021 Q1
9%
12%
12%
0%
2%
1%
2%
9%
12%
2020 Q4
6%
11%
14%
4%
3%
1%
3%
11%
12%
2020 Q3
5%
11%
11%
4%
2%
1%
4%
11%
12%
2020 Q2
4%
9%
7%
4%
1%
1%
3%
7%
11%
2020 Q1
4%
9%
6%
4%
1%
1%
3%
5%
12%
2019 Q4
4%
6%
3%
17%
1%
1%
2%
5%
9%
2019 Q3
4%
6%
0%
19%
1%
1%
1%
6%
9%
2019 Q2
5%
6%
2%
0%
1%
1%
1%
2%
8%
2019 Q1
4%
6%
2%
1%
1%
2%
0%
4%
10%
2018 Q4
5%
3%
3%
0%
1%
0%
0%
4%
9%
2018 Q3
3%
3%
1%
0%
1%
0%
1%
5%
7%
2018 Q2
3%
1%
2%
0%
1%
0%
0%
5%
8%
2018 Q1
3%
2%
2%
0%
1%
0%
0%
6%
7%
2017 Q4
4%
6%
0%
0%
1%
0%
0%
5%
4%
2017 Q3
4%
1%
1%
0%
0%
0%
2%
4%
4%
2017 Q2
4%
7%
0%
0%
1%
1%
2%
4%
3%
2017 Q1
6%
6%
4%
0%
1%
2%
3%
3%
3%
2016 Q4
2%
0%
1%
2%
1%
1%
2%
2%
4%
2016 Q3
3%
2%
1%
2%
1%
4%
1%
3%
5%
2016 Q2
1%
1%
1%
0%
0%
0%
2%
2%
3%
2016 Q1
3%
3%
1%
0%
1%
0%
2%
2%
4%
2015 Q4
1%
4%
1%
0%
2%
0%
2%
1%
5%
2015 Q3
1%
0%
1%
0%
1%
0%
2%
1%
5%
2015 Q2
1%
2%
0%
0%
2%
3%
3%
1%
4%
2015 Q1
2%
2%
0%
0%
2%
3%
2%
1%
4%
2014 Q4
1%
2%
1%
0%
1%
3%
0%
0%
5%
2014 Q3
0%
2%
1%
0%
1%
3%
1%
1%
6%
2014 Q2
3%
0%
0%
0%
1%
3%
1%
1%
6%
2014 Q1
1%
1%
0%
16%
2%
3%
1%
4%
4%
City of Palo Alto Annendix 8, Page 4
Item 10: Staff Report Pg. 55 1 Packet Pg. 313 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Figure 1: Retail Vacancy Rate - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1)
30%
25%
20%
15%
10%
5%
0%
N
a
0
V N C N G N C N V N V N V N C N G N V
0"
0 0 0 U 0 d O" U O' o d 0 U d 0 U cr d
C LO i11 0 l0 N N W W 01 01 0 0 - - N N CO CO `y
o o 0 N N N N N N N N
O O 0 0 0 0 0 0 0 0 0 0 0 0 0 O 0 0 0
N N N N N N N N N N N N N N N N N N N N
N
O
(N
—Palo Alto —Palo Alto —Palo Alto —Palo Alto —Palo Alto —Palo Alto —Los Altos —Santa Monica —Santa Monica 3rd Street
Downtown California Ave El Camino Real — Town & County El Camino Real — California Ave El Camino Real — South Midtown CRS Zone Main Street
(CD-C/GF) (CC2/R) (CC) (CN, CS) (CN/GF)
City of Palo Alto dix 8, Page 5
Item 10: Staff Report Pg. 56 Packet Pg. 314 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Table 3: Retail Vacancy Square Footage - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1)
PERIOD
Total Square Feet
Palo Alto
�•
.rJiwj •Ij; _4t:.
TOTAL SF 1,831,300 740,000 295,000 175,000 54,300 463,000 104,000 433,000 461,000 1,300,000
2024 Q1
178,597
111,905
28,235
21,425
4,960
8,132
3,940
11,074
47,714
339,654
2023 Q4
173,194
105,375
27,999
21,425
4,960
8,132
S,SUS
13,710
48,409
326,979
2023 Q3
155,957
100,547
26,293
20,493
-
3,321
5,303
9,107
48,227
337,217
2023 Q2
168,361
101,016
38,228
20,493
-
3,321
5,303
9,753
36,496
312,798
2023 Q1
143,381
67,478
43,128
23,606
-
4,241
4,928
10,178
52,416
305,582
2022 Q4
127,229
56,165
38,353
17,732
875
10,164
3,940
11,274
21,180
307,835
2022 Q3
146,933
73,475
41,897
17,830
875
8,916
3,940
6,696
26,681
293,504
2022 Q2
152,945
69,354
43,158
19,652
875
15,316
4,590
13,825
34,620
310,164
2022 Q1
168,125
86,236
39,326
21,032
875
16,,...
4,590
10,651
26,314
291,790
2021 Q4
160,156
73,735
44,743
22,812
-
15,866
3,000
10,248
24,212
261,303
2021 Q3
140,829
58,301
39,325
24,337
-
15,866
3,000
15,648
38,160
298,801
2021 Q2
149,691
82,789
34,225
21,761
-
7,916
3,000
11,339
49,132
283,694
2021 Q1
133,446
69,048
33,721
21,761
-
7,916
1,000
6,789
41,828
158,202
2020 Q4
114,225
44,786
29,321
24,340
2,062
12,716
1,000
13,349
50,688
158,302
2020 Q3
98,700
39,340
29,573
19,554
2,062
7,321
850
15,605
49,298
161,951
2020 Q2
77,103
32,350
25,526
12,541
2,062
3,774
850
12,040
31,726
143,160
2020 Q1
71,609
29,528
23,666
10,967
2,062
4,536
850
14,077
25,024
157,851
2019 Q4
68,273
32,146
17,349
5,226
9,402
3,300
850
9,964
22,153
122,571
2019 Q3
64,283
32,578
17,349
-
10,206
3,300
850
5,667
26,343
126,847
2019 Q2
61,946
35,423
17,149
3,424
-
5,100
850
2,913
11,286
109,811
2019 Q1
56,015
26,552
17,149
4,324
750
5,640
1,600
1,383
19,971
127,702
2018 Q4
53,397
35,982
9,250
5,335
-
2,830
-
-
20,559
114,843
2018 Q3
34,381
19,785
9,465
1,911
-
3,220
-
3,100
24,870
94,342
2018 Q2
31,228
20,830
3,017
3,711
-
3,670
-
-
23,992
111,338
2018 Q1
36,373
22,483
6,317
4,337
-
3,236
-
250
27,425
92,497
2017 Q4
51,354
29,687
17,651
780
-
3,236
-
1,800
23,648
54,170
2017 Q3
32,545
26,296
2,797
2,152
-
1,300
-
7,344
16,706
47,270
2017 Q2
57,323
33,513
18,832
-
-
3,688
1,290
8,344
17,421
46,153
2017 Q1
74,259
43,793
18,332
6,751
-
3,538
1,845
11,280
15,621
37,648
2016 Q4
25,103
15,915
-
2,436
875
4,962
915
9,944
11,311
55,410
2016 Q3
34,582
20,515
5,191
1,264
875
2,738
3,999
4,290
13,268
60,582
2016 Q2
17,374
10,500
2,986
2,100
-
-
10,500
9,427
42,179
2016 Q1
37,919
23,261
7,358
2,429
-
4,871
-
9,990
9,142
51,035
2015 Q4
24,547
4,350
10,597
2,429
-
7,171
-
10,172
6,166
65,780
2015 Q3
12,725
5,350
2,429
-
3,588
-
9,515
3,150
67,286
2015 Q2
27,143
8,084
6,158
329
-
9,488
3,084
11,428
3,322
54,211
2015 Q1
34,214
17,459
6,158
-
-
7,513
3,084
10,092
5,172
59,104
2014 Q4
18,344
5,226
4,800
1,722
-
3,512
3,084
1,000
-
72,902
2014 Q3
20,198
3,600
4,800
1,722
-
6,992
3,084
2,500
4,260
80,946
2014 Q2
29,786
19,900
310
-
-
6,492
3,084
3,200
6,175
83,840
2014 01
36,931
10,402
2,200
-
10,432
10,813
3,084
5,124
18,144
57,548
City of Palo Alto Annendix 8, Page 6
Item 10: Staff Report Pg. 57 1 Packet Pg. 315 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Figure 2: Retail Vacancy Square Footage - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1)
400,000
350,000
300,000
250,000
200,000
150,000
100,000
50,000
N N V N V N 7 N C N
u, N N w 00 a,
N N N N c -I N N N 0 O 0 0 0 0 0 0 0 0 0 0
N N N N N N N N N N N
`a
a a
a
a
a
0
0 w
Ol O
O
N
-1
N
N
01
II
0 0
0
0
0
0
0
0
o U
a
O
—Total Square Feet —Palo Alto —Palo Alto —Palo Alto —Palo Alto —Palo Alto —Palo Alto —Los Altos —Santa Monica —Santa Monica 3rd Street
Palo Alto Downtown California Ave El Camino Real — Town & County El Camino Real —California Ave El Camino Real — South Midtown CRS Zone Main Street
(CD-C/GF) (CC2/R) (CC) (CN, CS) (CN/GF)
City of Palo Alto Annendix 8, Page 7
Item 10: Staff Report Pg. 58 Packet Pg. 316 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2O24)
Table 4: Retail Market Asking Rent Per Square Foot - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1)
PERIOD
TOTAL SF 740,000 295,000 175,000 54,300 463,000 104,000 433,000 461,000 1,300,000
2024 Q1
$77
$54
$77
$49
$54
$56
$49
$68
$80
2023 Q4
$78
$55
$77
$49
$54
$56
$49
$68
$81
2023 Q3
$76.8
$54.3
$75.7
$49.0
$53.3
$55.2
$49.0
$67.3
$80.9
2023 Q2
$77.1
$54.5
$76.4
$48.8
$53.6
$55.6
$49.2
$67.0
$81.2
2023 Q1
$77.7
$54.9
$77.1
$49.1
$54.1
$56.0
$49.3
$66.8
$81.4
2022 Q4
$77
$55
$77
$49
$54
$56
$49
$67
$82
2022 Q3
$77
$54
$77
$49
$54
$56
$49
$66
$81
2022 Q2
$77
$54
$76
$48
$53
$55
$49
$66
$81
2022 Q1
$76
$54
$75
$48
$53
$55
$49
$65
$79
2021 Q4
$76
$54
$75
$48
$53
$55
$48
$65
$79
2021 Q3
$76
$53
$74
$48
$53
$54
$48
$64
$79
2021 Q2
$75
$53
$74
$48
$52
$54
$48
$64
$78
2021 Q1
$74
$53
$73
$47
$52
$53
$47
$64
$78
2020 Q4
$74
$52
$73
$47
$51
$53
$47
$64
$78
2020 Q3
$74
$52
$73
$46
$51
$53
$47
$64
$79
2020 Q2
$74
$52
$73
$46
$51
$53
$47
$64
$79
2020 Q1
$73
$52
$72
$46
$51
$52
$46
$64
$80
2019 Q4
$73
$52
$71
$46
$50
$52
$46
$64
$80
2019 Q3
$72
$51
$71
$46
$50
$52
$46
$64
$81
2019 Q2
$72
$51
$70
$45
$50
$51
$46
$63
$81
2019 Q1
$71
$51
$69
$45
$49
$51
$45
$63
$80
2018 Q4
$71
$50
$69
$45
$49
$51
$45
$63
$80
2018 Q3
$70
$50
$68
$45
$49
$50
$44
$62
$78
2018 Q2
$70
$50
$68
$44
$48
$50
$44
$62
$78
2018 Q1
$69
$49
$67
$44
$48
$49
$44
$62
$78
2017 Q4
$69
$49
$66
$43
$47
$49
$43
$61
$77
2017 Q3
$68
$49
$65
$43
$47
$49
$43
$61
$79
2017 Q2
$68
$48
$65
$43
$47
$48
$43
$60
$80
2017 Q1
$67
$48
$65
$43
$46
$48
$42
$60
$80
2016 Q4
$67
$47
$64
$42
$46
$47
$42
$59
$80
2016 Q3
$66
$47
$63
$42
$45
$47
$42
$59
$79
2016 Q2
$65
$46
$62
$41
$45
$46
$41
$59
$75
2016 Q1
$65
$46
$61
$41
$44
$46
$41
$58
$73
2015 Q4
$64
$45
$60
$40
$44
$45
$40
$57
$72
2015 Q3
$63
$45
$59
$40
$43
$44
$40
$57
$71
2015 Q2
$63
$44
$59
$39
$43
$44
$39
$56
$70
2015 Q1
$62
$44
$58
$39
$42
$43
$39
$55
$69
2014 Q4
$61
$44
$57
$39
$42
$43
$39
$55
$68
2014 Q3
$61
$43
$57
$38
$41
$42
$38
$54
$67
2014 Q2
$60
$43
$56
$38
$41
$42
$38
$54
$66
2014 Q1
$60
$42
$55
$37
$40
$41
$37
$53
$66
City of Palo Alto Annen.dix 8, Page 8
Item 10: Staff Report Pg. 59 1 Packet Pg. 317 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Figure 3: Retail Market Asking Rent Per Square Foot - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1)
$90
$85
$80
$75
$70
$65
$60
$55
$50
$49
$40
$35
$30
______l________________
N a
a a
N
a
v N a N
a a a a
a N a
a a a
r
N a
a a
N v
a a
N
a
ti
a N
a a
ti
a N a w
a a a
N M M
G
N
O O
N N
N
N
O
N
N r
N N N c -I
O O O O
N N N N
W W
c -I N
O O O
N N N
01 T
N N
O O
N N
O O
N N
O O
N N
N
O
N
N
N
O O
N N
„�
N N
O O O a
N N N 7
—Palo Alto
—Palo Alto
—Palo Alto
—Palo Alto
—Palo Alto
—Palo Alto
—Los Altos
—Santa Monica
—Santa Monica 3rd Street
Downtown
California
Ave El Camino Real —Town & County
El Camino Real — California Ave
El Camino Real — South
Midtown
CRS Zone
Main Street
(CD-C/GF)
(CC2/R)
(CC)
(CN, CS)
(CN/GF)
City of Palo Alto Annendix 8, Page 9
Item 10: Staff Report Pg. 60 Packet Pg. 318 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Table 5: Retail Vacancy by Months - Polo Alto, Los Altos, and Santa Monica (2014-2024 Q1)
PERIOD
TOTAL FA 740,000 295,000 175,000 54,300 463,000 104,000 433,000 461,000 1,300,000
2024 Q1
8.5
40.6
2.3
23.1
2023 Q4
11.5
15.1
39.2
0.9
21.7
2.2
4.8
2023 Q3
13.0
22.3
32.1
18.7
11.1
10.9
12.1
2023 Q2
11.5
27.8
15.6
20.8
4.0
10.0
2023 Q1
29.2
24.8
12.6
6.4
23.1
16.5
2022 Q4
6.3
5.1
23.4
10.9
9.7
15.1
3.8
10.5
2022 Q3
5.8
19.1
7.9
12.4
0.5
5.7
2.1
2022 Q2
5.7
29.6
16.3
4.8
11.5
2.4
14.2
6.1
2022 Q1
4.9
6.8
15.9
1.8
8.5
6.8
11.4
2021 Q4
13.6
15.5
12.8
7.4
12.6
2.6
16.9
2021 Q3
17.4
13.3
4.4
10.2
31.0
2021 Q2
6.0
8.3
12.2
13.3
10.4
7.4
2021 Q1
14.6
9.2
10.3
13.3
5.7
2020 Q4
7.6
6.3
17.2
17.4
17.4
4.2
8.2
2020 Q3
6.0
5.2
14.2
14.4
5.0
2020 Q2
17.8
4.1
11.2
11.4
9.4
2020 Q1
15.1
2.0
8.2
8.4
5.0
2.5
8.1
2019 Q4
7.0
3.8
4.4
5.2
7.4
3.0
6.5
2019 Q3
4.0
1.8
2.2
4.4
3.6
4.0
2019 Q2
4.1
3.2
18.8
3.9
8.0
2019 Q1
3.5
1.7
1.0
3.8
2.7
6.2
2018 Q4
5.1
5.3
0.4
0.9
3.1
6.0
16.4
2018 Q3
6.4
5.5
15.5
2.0
5.2
2018 Q2
16.5
4.1
2.9
4.2
8.8
4.8
2018 Q1
2.3
6.5
9.5
19.2
2.4
10.1
2017 Q4
13.8
0.3
5.5
8.9
12.0
4.3
16.1
2017 Q3
6.3
3.6
9.4
6.5
2.9
5.5
2017 Q2
4.6
5.3
2.1
10.2
6.2
1.6
4.7
10.0
2017 Q1
10.2
7.2
15.4
1.1
0.5
2016 Q4
7.0
7.2
3.3
4.2
6.7
3.4
4.4
2016 Q3
9.3
17.1
3.2
0.3
4.1
3.2
18.1
3.8
2016 Q2
5.0
3.5
6.7
8.6
9.0
1.4
7.0
2016 Q1
5.0
6.0
6.7
6.4
4.5
6.9
2015 Q4
34.6
3.7
6.1
10.1
4.0
11.5
2015 Q3
4.9
6.9
7.4
4.3
5.8
6.9
2015 Q2
5.6
3.9
4.3
17.0
7.0
2015 Q1
1.6
0.9
1.8
3.9
5.1
2014 Q4
2.7
3.3
1.4
7.6
1.8
8.5
2014 Q3
3.9
0.2
5
4.5
2.1
9.8
2014 Q2
2.9
0.9
2.5
9.3
5.1
5.0
2014 Q1
6.1
5.5
3.8
6.0
City of Palo Alto ix B, Page 10
Item 10: Staff Report Pg. 61 1 Packet Pg. 319 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Figure 4: Retail Vacancy by Months - Palo Alto, Los Altos, and Santa Monica (2014-2024 Q1)
24
22
20 •�YI�
•r•
•
it
18/�
� I
16 .II •®,
.F
14 ; I i ®•
12 10.....••...•..• ............................... .... .e•.••.. .....•••... o•
8 ttt...........••..••.....•...•.•••...... ... ..•.Sttt.mm..etttii.:..::
•.•...••......... ...• ,.: TfIN...N.ti4 TT....�L • • ...• ...........• ..• , aml•••��•••m
6 •..• ...........• •..........• ..•..••• ;�...�'.•••me1..;�msl.e•.m•
� I •••.•... mmm
4 m
2 % -- — —i
0
N m ti m • H M ti m N m ti m H m H m N m ti m [
N N N N N N N N
N N N N N N N N N N N N N N N N N N N N
Palo Alto Palo Alto Palo Alto Palo Alto Los Altos Santa Monica
Downtown California Ave El Camino Real — South Midtown CRS Zone Main Street
(CD-C/GF) (CC2/R) (CN/GF)
Santa Monica Palo Alto Palo Alto • • • • • Linear (Palo Alto • • • • • Linear (Palo Alto • • • • • Linear (Palo Alto
3rd Street El Camino Real —Town & County El Camino Real —California Ave Downtown California Ave El Camino Real —South)
(CC) (CN, CS) (CD-C/GF)) (CC2/R))
• • • • • Linear (Palo Alto
Midtown
(CN/GF))
• • • • . Linear (Los Altos
CRS Zone)
• • • • • Linear (Santa Monica
Main Street)
• • • • • Linear (Santa Monica
3rd Street)
• • • • • Linear (Palo Alto • • • • Linear (Palo Alto
El Camino Real — Town & County El Camino Real —California Ave
(CC)) (CN, CS))
City of Palo Alto Annndix B, Page 11
Item 10: Staff Report Pg. 62 Packet Pg. 320 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Office
Table 6: Office Overview - Palo Alto, Los Altos, and Santa Monica (2024 Q1)
Office
Total/Average
Palo Alto
11L
INVENTORY SF
3,316,000
2,100,000
712,000
49,800
192,000
219,000
43,200
188,000
247,000
1,300,000
Under Construction Square Feet
-
0
0
0
0
0
0
0
0
0
Vacant Square Feet
556,100
339,000
166,000
5,800
15,500
20,900
8,900
24,300
77,400
364,000
12 Month Net Absorption Square Feet
(59,913)
-77,600
-6,500
-1,100
8,800
16,400
87
-4700
-26,800
-122,000
12 Month Net Absorption Square Feet
(one year change)
42%
8.8%
89.5%
69.2%
26.4%
-46.5%
102.7%
-126.2%
-164.0%
-89.8%
VACANCY RATE
17%
16.0%
23.4%
11.6%
8.1%
9.6%
20.7%
12.9%
31.4%
28.3%
Vacancy Rate
(one year change)
-1%
3.7%
1.0%
2.3%
-4.6%
-5.6%
-0.2%
2.5%
11.0%
9.5%
Market Asking Rent/ Square Feet
$76.22
$93.77
$72.23
$87.63
$72.45
$66.11
$65.13
$71.82
$59.36
$66.34
Market Asking Rent/ Square Feet (one year change)
-1%
-0.8%
-1.6%
-1.0%
-1.6%
-1.3%
-1.8%
-0.5%
0.6%
0.4%
Market Sale Price/ Square Feet
$928
$1,077
$894
$1,149
$969
$749
$727
$679
$840
$734
Market Sale Price/ Square Feet
(one year change)
-7%
-6.4%
-7.4%
-8.3%
-7.9%
-7.1%
-7.8%
-7.0%
-5.6%
-7.2%
Market Cap Rate
5.9%
5.9%
5.8%
5.7%
5.7%
5.9%
6.5%
6.1%
5.7%
5.8%
Market Cap Rate (one year change)
0%
0.4%
0.4%
0.4%
0.4%
0.4%
0.4%
0.4%
0.3%
0.3%
City of Palo Alto ix B, Page 12
Item 10: Staff Report Pg. 63 1 Packet Pg. 321 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Table 7: Office Vacancy Rate - Palo Alto, Los Altos, and Santa Monica (2014 Q1- 2024 Q1)
Period
INVENTORY SF
LJiL
2,100,000
712,000 49,800
192,000
219,000
43,200
188,000
.
247,000
1,300,000
2024 Q1
16.0%
23.4%
11.6%
8.1%
9.6%
20.7%
12.9%
31.4%
28.7%
2023 Q4
17.6%
17.6%
11.6%
4.6%
14.9%
20.7%
13.4%
30.1%
26.6%
2023 Q3
16.8%
18.2%
11.6%
6.0%
14.3%
20.0%
13.7%
26.2%
21.9%
2023 Q2
16.2%
23.4%
11.6%
6.0%
13.9%
19.8%
13.0%
23.0%
21.4%
2023 Q1
14.0%
25.1%
11.6%
8.1%
14.4%
22.0%
10.2%
24.0%
19.2%
2022 Q4
10.8%
20.0%
7.2%
16.9%
16.0%
19.9%
10.6%
17.2%
18.5%
2022 Q3
9.6%
26.4%
0.0%
12.3%
17.5%
19.1%
17.5%
18.6%
21.1%
2022 Q2
8.6%
15.5%
0.0%
12.3%
29.5%
19.6%
17.9%
19.9%
16.4%
2022 Q1
7.8%
16.3%
0.0%
15.3%
29.2%
19.6%
19.5%
15.3%
13.0%
2021 Q4
8.7%
17.7%
3.8%
17.4%
29.9%
7.7%
20.4%
14.4%
14.5%
2021 Q3
9.4%
14.8%
3.8%
16.2%
22.1%
8.8%
24.3%
15.7%
12.6%
2021 Q2
11.7%
14.8%
3.8%
15.8%
18.9%
14.7%
13.3%
22.5%
12.4%
2021 Q1
10.7%
10.0%
3.8%
17.7%
17.4%
26.6%
14.2%
15.8%
10.8%
2020 Q4
11.6%
9.6%
3.8%
14.8%
9.2%
26.6%
13.7%
16.7%
9.2%
2020 Q3
9.3%
8.5%
5.6%
14.8%
13.3%
12.3%
14.1%
15.2%
9.7%
2020 Q2
5.1%
5.2%
7.8%
13.9%
16.5%
7.7%
14.6%
5.2%
7.6%
2020 Q1
4.8%
4.6%
5.9%
3.7%
14.7%
4.6%
11.8%
3.9%
4.7%
2019 Q4
3.5%
6.9%
0.0%
3.7%
6.7%
4.6%
13.3%
5.1%
4.0%
2019 Q3
2.9%
4.0%
0.0%
3.7%
6.6%
13.1%
2.7%
3.8%
6.3%
2019 Q2
2.1%
5.7%
0.0%
2.9%
6.9%
13.1%
2.7%
0.6%
5.2%
2019 Q1
1.9%
8.3%
0.0%
6.9%
5.4%
13.1%
2.0%
0.5%
4.5%
2018 Q4
2.0%
7.5%
0.0%
33.3%
4.8%
14.4%
1.5%
0.5%
2.8%
2018 Q3
2.3%
7.5%
0.0%
3.2%
4.5%
0.0%
0.9%
2.2%
2.9%
2018 Q2
2.1%
3.5%
2.0%
6.3%
10.4%
0.0%
1.0%
2.2%
7.6%
2018 Q1
3.2%
11.0%
2.0%
8.3%
3.7%
0.0%
2.7%
5.2%
5.7%
2017 Q4
4.4%
9.6%
2.0%
7.3%
4.1%
0.0%
3.4%
3.2%
7.6%
2017 Q3
3.4%
8.2%
2.0%
7.6%
2.2%
0.0%
4.2%
9.6%
7.2%
2017 Q2
3.0%
5.9%
5.8%
5.9%
5.3%
0.0%
4.2%
11.1%
7.3%
2017 Q1
5.1%
5.6%
4.7%
9.8%
4.7%
0.0%
3.3%
4.5%
8.4%
2016 Q4
3.9%
4.5%
4.7%
6.5%
3.6%
0.0%
5.1%
6.4%
8.0%
2016 Q3
3.6%
3.4%
0.0%
7.0%
1.3%
0.0%
5.5%
3.7%
8.1%
2016 Q2
3.2%
1.5%
0.0%
9.2%
2.9%
0.0%
2.7%
6.3%
7.0%
2016 Q1
2.1%
2.4%
0.9%
5.0%
1.3%
0.0%
4.7%
3.1%
6.1%
2015 Q4
1.6%
3.0%
0.9%
3.5%
4.3%
0.0%
4.7%
3.4%
7.7%
2015 Q3
3.0%
5.3%
0.9%
4.5%
4.7%
4.6%
5.9%
1.2%
10.3%
2015 Q2
3.4%
10.6%
0.9%
4.0%
2.1%
0.0%
1.7%
1.7%
9.4%
2015 Q1
3.4%
6.3%
0.0%
10.1%
1.5%
0.0%
6.5%
2.1%
7.8%
2014 Q4
3.2%
5.8%
0.0%
16.8%
4.0%
0.0%
14.1%
2.6%
7.2%
2014 Q3
3.2%
3.5%
0.0%
5.5%
12.9%
0.0%
0.0%
5.3%
7.1%
2014 Q2
3.0%
3.7%
3.2%
3.6%
15.9%
0.0%
0.0%
2.7%
9.2%
2014 Q1
2.7%
4.5%
5.7%
1.3%
9.6%
0.0%
0.0%
8.5%
7.5%
City of Palo Alto ix B, Page 13
Item 10: Staff Report Pg. 64 1 Packet Pg. 322 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Figure 5: Office Vacancy Rate - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1)
35%
30%
25%
20%
15%
10%
5%
0%
N
0
V N
a a
a N V N
a a a a
C N V
a a a
N N
a a a
C N
a 0
a
N
a a
N G F-
a a
cc
N
cc
N N
cc cc t0 r`
C
N N N N
r` W CO
O
N N N
cc O1 O
O O N
N N N
O ci
N N
N N
ci
N
N
N N
N N
N N
CO CO
N N
N N N
N
N
N
—Palo Alto
—Palo Alto
—Palo Alto
Palo Alto
—Palo Alto
—Palo Alto
—Los Altos
—Santa Monica
—Santa Monica
Downtown
California Ave
El Camino Real — Town & County
El Camino Real —California Ave
El Camino Real — South
Midtown
CRS Zone
Main Street
3rd Street
(CD-C/GF)
(CC2/R)
(CC)
(CN, CS)
(CN/GF)
City of Palo Alto Annndix B, Page 14
Item 10: Staff Report Pg. 65 Packet Pg. 323 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Table 8: Office Vacancy Square Footage - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1)
Period
INVENTORY SF
2,100,000
712,000
9r
49,800
192,000
rimW.LTiii
219,000
iL
43,200
188,000
247,000
1,300,000
2024 Q1
338,980
166,439
5,768
15,473
20,880
8,939
24,340
77,431
369,593
2023 Q4
373,997
125,480
5,768
8,914
32,472
8,939
25,297
74,240
342,659
2023 Q3
356,287
129,448
5,768
11,514
31,271
8,653
25,884
64,601
281,799
2023 Q2
343,975
166,543
5,768
11,514
30,435
8,533
24,435
56,739
274,774
2023 Q1
296,317
178,598
5,768
15,488
30,775
9,499
19,192
59,219
246,795
2022 Q4
228,762
142,548
3,600
32,520
34,099
8,583
20,027
42,506
237,438
2022 Q3
204,888
195,380
-
23,713
37,370
8,253
33,036
45,998
271,948
2022 Q2
182,597
115,147
-
23,713
62,987
8,461
33,642
48,241
211,668
2022 Q1
166,536
120,902
-
29,313
62,363
8,461
36,703
36,982
167,152
2021 Q4
183,733
130,842
1,881
33,353
63,940
3,326
38,424
34,829
186,772
2021 Q3
200,319
109,783
1,881
31,153
47,138
3,810
45,703
38,130
157,999
2021 Q2
249,472
109,639
1,881
30,313
40,471
6,359
25,046
54,411
156,037
2021 Q1
227,481
74,063
1,881
34,056
37,202
11,471
26,801
38,412
135,137
2020 Q4
246,443
71,183
1,881
28,380
19,680
11,471
25,741
40,470
115,644
2020 Q3
198,350
62,618
2,803
28,380
28,531
5,315
26,599
36,802
121,745
2020 Q2
108,452
38,263
3,872
26,713
35,197
3,315
27,434
12,606
94,942
2020 Q1
102,288
34,426
2,950
4,743
31,497
2,000
22,155
9,504
59,198
2019 Q4
75,003
51,261
-
4,743
14,396
2,000
24,972
12,476
50,570
2019 Q3
60,668
29,639
-
4,759
14,206
5,671
5,146
9,324
79,541
2019 Q2
45,072
42,238
-
3,775
14,773
5,671
5,052
1,470
65,206
2019 Q1
39,774
61,431
-
8,959
11,621
5,671
3,804
1,195
56,110
2018 Q4
41,800
55,749
-
61,500
10,271
6,203
2,910
1,195
35,511
2018 Q3
48,961
55,552
-
6,000
9,678
-
1,624
5,217
36,305
2018 Q2
44,085
25,221
1,006
11,650
22,255
-
1,944
5,217
95,083
2018 Q1
67,447
79,176
1,006
15,364
7,977
-
5,010
12,484
72,085
2017 Q4
93,961
68,883
1,006
13,423
8,834
-
6,451
7,733
95,575
2017 Q3
72,062
58,663
1,006
14,058
4,729
-
8,006
23,331
91,024
2017 Q2
63,375
42,736
2,878
10,856
11,262
-
8,006
26,922
91,771
2017 Q1
106,579
40,027
2,337
18,051
10,110
-
6,251
11,000
105,311
2016 Q4
81,137
32,422
2,337
12,038
7,730
-
9,671
15,459
101,340
2016 Q3
75,143
21,830
-
12,938
2,870
-
10,448
8,946
102,816
2016 Q2
67,517
9,857
-
17,017
6,170
-
5,109
15,248
88,763
2016 Q1
43,012
15,710
464
9,158
2,870
-
8,950
7,480
77,429
2015 Q4
32,332
19,032
464
6,199
9,217
-
8,950
8,110
98,179
2015 Q3
60,015
34,390
464
8,019
9,951
2,000
11,154
2,942
130,653
2015 Q2
67,695
70,579
464
7,166
4,516
-
3,186
4,023
119,298
2015 Q1
67,094
41,829
-
19,238
3,224
-
12,328
4,942
98,873
2014 Q4
63,266
36,802
-
36,015
8,560
-
26,489
6,319
91,257
2014 Q3
63,406
22,370
-
11,684
27,325
-
-
12,848
90,162
2014 Q2
59,714
23,692
1,595
7,773
33,604
-
-
6,471
117,272
2014 Q1
52,525
28,587
2,859
2,865
20,112
-
-
20,364
95,659
City of Palo Alto ix B, Page 15
Item 10: Staff Report Pg. 66 Packet Pg. 324 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Figure 6: Office Vacancy Square Footage - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1)
400,000
350,000
300,000
250,000
200,000
150,000
100,000
50,000
0
N C
d 0d
N C
d
N 7 N
0 d U
7 N C
d U d
N C N
0 o' d
C
a'
N C
a a
N C N C N
d d o' d
7 C
O o
N N
00 00
O o
N N
00 l0 N
0 0 0
N N N
N 00 00
0 0 0
N N N
00 00 O
0 0 0
N N N
O
0
N
00 N
0 0
N N
N N M 0)
0 0 0 0 0
N N N N
N
O
N
—Palo Alto
—Palo Alto
—Palo Alto
—Palo Alto
—Palo Alto
—Palo Alto
—Los Altos
—Santa Monica —Santa Monica
Downtown
California Ave
El Camino Real -Town & County
El Camino Real -California Ave
El Camino Real -South
Midtown
CRS Zone
Main Street 3rd Street
(CD-C/GF)
(CC2/R)
(CC)
(CN, CS)
(CN/GF)
City of Palo Alto Annndix B, Page 16
Item 10: Staff Report Pg. 67 Packet Pg. 325 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Table 9: Office Market Asking Rent per Square Foot - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1)
Period
INVENTORY SF
2,100,000
712,000
____
49,800
192,000
219,000
¶J
43,200
188,000
247,000
1ii
1,300,000
2024 Q1
$94
$72
$88
$72
$66
$65
$72
$59
$66
2023 Q4
$94
$72
$88
$72
$66
$65
$72
$59
$66
2023 Q3
$94
$72
$88
$72
$66
$65
$72
$59
$66
2023 Q2
$94
$73
$88
$73
$67
$66
$72
$59
$67
2023 Q1
$94
$73
$88
$73
$67
$66
$72
$59
$66
2022 Q4
$95
$74
$89
$74
$67
$67
$72
$59
$66
2022 Q3
$96
$76
$90
$76
$68
$67
$73
$59
$66
2022 Q2
$97
$76
$92
$77
$70
$68
$74
$59
$65
2022 Q1
$97
$76
$92
$78
$69
$68
$74
$59
$65
2021 Q4
$99
$78
$95
$80
$71
$69
$75
$58
$64
2021 Q3
$99
$78
$94
$80
$71
$69
$75
$58
$63
2021 Q2
$98
$77
$92
$79
$70
$68
$74
$58
$63
2021 Q1
$98
$77
$93
$79
$70
$68
$75
$59
$64
2020 Q4
$99
$78
$96
$80
$72
$68
$78
$59
$65
2020 Q3
$102
$80
$100
$82
$75
$70
$78
$60
$66
2020 Q2
$103
$80
$103
$82
$76
$71
$79
$62
$69
2020 Q1
$106
$82
$105
$84
$78
$73
$79
$63
$71
2019 Q4
$105
$82
$107
$84
$79
$73
$80
$63
$72
2019 Q3
$104
$82
$105
$84
$78
$73
$79
$63
$71
2019 Q2
$104
$82
$104
$84
$78
$73
$78
$62
$69
2019 Q1
$104
$82
$105
$84
$79
$74
$78
$62
$68
2018 Q4
$103
$80
$103
$83
$78
$72
$77
$61
$67
2018 Q3
$104
$80
$106
$83
$79
$72
$76
$62
$67
2018 Q2
$104
$80
$107
$83
$73
$73
$61
$67
2018 Q1
$103
$79
$107
$82
$79
$73
$72
$59
$66
2017 Q4
$100
$77
$104
$80
$77
$70
$71
$59
$65
2017 Q3
$99
$75
$102
$79
$76
$69
$71
$59
$64
2017 Q2
$99
$76
$102
$80
$77
$70
$71
$59
$64
2017 Q1
$100
$77
$101
$80
$77
$71
$70
$58
$63
2016 Q4
$102
$78
$102
$81
$78
$73
$71
$57
$62
2016 Q3
$101
$78
$100
$80
$77
$72
$71
$56
$62
2016 Q2
$100
$77
$97
$79
$76
$72
$70
$56
$61
2016 Q1
$105
$79
$101
$81
$78
$74
$69
$55
$60
2015 Q4
$101
$77
$97
$78
$76
$71
$67
$54
$58
2015 Q3
$99
$76
$97
$77
$75
$71
$66
$53
$58
2015 Q2
$96
$73
$93
$75
$73
$68
$65
$51
$56
2015 Q1
$92
$70
$88
$71
$69
$65
$62
$50
$55
2014 Q4
$88
$67
$84
$68
$66
$62
$60
$49
$53
2014 Q3
$85
$64
$80
$66
$63
$59
$57
$48
$52
2014 Q2
$82
$61
$76
$64
$60
$56
$55
$47
$51
2014 Q1
$81
$60
$76
$63
$61
$56
$53
$46
$51
City of Palo Alto ix B, Page 17
Item 10: Staff Report Pg. 68 1 Packet Pg. 326 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Figure 7: Office Market Asking Rent per Square Foot - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1)
$110
$105
$100
$95
$90
$85
$80
$75
$70
$65
$60
III
III$5U
—ii
ITITTTTTTTI
I
III
II
I
$40
N
N
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N
N
a N d
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0 0
N N
0 0
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0 0 0 0
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0 0 0
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—Palo Alto
—Palo Alto
—Palo Alto
—Palo Alto
—Palo Alto
—Palo Alto
—Los Altos —Santa Monica
—Santa Monica
Downtown
California Ave
El Camino Real — Town & County
El Camino Real —California Ave
El Camino Real — South
Midtown
CRS Zone Main Street
3rd Street
(CD-C/GF)
(CC2/R)
(CC)
(CN, CS)
(CN/GF)
City of Palo Alto ix B, Page 18
Item 10: Staff Report Pg. 69 Packet Pg. 327 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Table 10: Office Vacancy by Months - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1)
Period
INVENTORY SF
2,100,000
712,000
49,800
192,000
219,000
43,200
188,000
247,000
1,300,000
2024 Q1
9.5
11.0
15.3
11.6
5.5
4.3
4.7
2023 Q4
10.7
4.4
13.9
10.2
7.6
6.2
6.2
2.3
21.6
2023 Q3
10.1
9.1
10.9
7.0
9.8
2.8
1.4
10.6
2023 Q2
3.9
15.9
7.9
3.9
25
5.0
9.2
16.9
2023 Q1
32.0
15.0
4.4
4.6
10.9
5.0
6.0
1.9
5.6
2022 Q4
3.2
14.4
1.9
2.2
17.7
8.8
4.4
8.7
2022 Q3
3.5
12.8
24.2
16.8
19.0
12.4
2022 Q2
5.4
13.6
17.7
15.8
18.9
1.0
15.0
2022 Q1
10.4
19.0
14.7
12.8
6.1
5.1
13.8
2021 Q4
10.5
7.6
21.3
9.7
12.3
2.1
2.6
17.4
2021 Q3
16.5
14.3
18.2
6.7
12.2
16.9
7.3
19.8
3.5
2021 Q2
11.2
8.1
15.2
7.4
11.3
11.1
12.4
9.5
3.3
2021 Q1
5.3
12.2
6.2
10.4
10.3
9.5
2020 Q4
6.1
20.1
9.3
7.2
7.6
3.7
12.0
7.4
2020 Q3
11.5
5.5
4.1
4.6
1.8
2.3
3.6
2020 Q2
12.2
2.7
3.7
2.8
4.7
3.7
2020 Q1
6.7
8.8
0.2
1.4
13.7
3.4
4.6
4.0
11.9
2019 Q4
5.1
3.4
10.1
12.2
3.2
6.1
2019 Q3
8.5
4.1
0.8
6.1
5.6
4.2
5.0
2019 Q2
6.2
7.1
3.6
7.1
4.5
2.7
2019 Q1
4.8
4.3
0.9
2.9
4.2
1.3
4.2
2018 Q4
6.4
9.6
3.8
18.8
5.2
7.4
4.8
2018 Q3
4.6
6.4
0.8
15.8
2.6
1.8
3.3
6.6
2018 Q2
4.3
5.2
12.7
1.3
5.8
0.8
6.8
6.3
2018 Q1
3.1
7.4
9.8
9.8
4.5
41.9
3.5
5.6
2017 Q4
8.4
9.1
6.8
6.8
2.4
11.7
3.9
3.7
2017 Q3
4.6
3.3
3.8
4.1
5.3
6.7
7.6
2017 Q2
3.7
4.4
4.5
2.6
3.7
4.5
2017 Q1
2.5
1.9
4.1
7.9
5.6
6.0
3.9
2016 Q4
7.7
3.9
1.1
5.3
5.4
6.1
5.8
2016 Q3
3.6
4.7
4.0
5.0
11.8
4.0
2.0
2016 Q2
5.6
3.7
3.7
2.2
4.1
11.0
6.7
0.5
2016 Q1
10.1
9.4
4.8
8.3
5.7
10.9
8.5
2015 Q4
9.8
5.3
17.9
5.7
3.0
5.3
2015 Q3
2.9
2.4
6.9
7.5
6.1
2.8
2.6
4.6
2015 Q2
4.4
7.0
3.9
4.4
4.5
1.8
15.2
2015 Q1
3.6
6.4
0.9
6.8
1.6
4.6
7.1
2014 Q4
2.5
31.1
4.4
22
2.2
2.7
2014 Q3
3.3
2.2
2.9
10.6
1.6
4.8
4.2
2014 Q2
2.9
5.4
3.0
2.5
7.4
5.0
5.7
2014 Q1
2.3
3.4
9.2
1.2
6.2
3.4
4.0
3.5
City of Palo Alto ix B, Page 19
Item 10: Staff Report Pg. 70 1 Packet Pg. 328 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Figure 8: Office Vacancy by Months - Palo Alto, Los Altos, and Santa Monica (2014 Q1 - 2024 Q1
12
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O
Palo Alto Palo Alto Palo Alto Palo Alto Los Altos
Downtown El Camino Real — California Ave El Camino Real — South Midtown CRS Zone
(CD-C/GF) (CN, CS) (CN/GF)
Santa Monica Palo Alto Palo Alto • • • • • Linear (#REF!) • • • • • Linear (Palo Alto
Main Street California Ave El Camino Real —Town & County Downtown
(CC2/R) (CC) (CD-C/GF))
• • • • . Linear (Palo Alto • • • • • Linear (Palo Alto • • • • • Linear (Palo Alto • • • • • Linear (Los Altos • • • • • Linear (Santa Monica
El Camino Real —California Ave El Camino Real — South) Midtown CRS Zone) Main Street)
(CN, CS)) (CN/GF))
• • • • . Linear (Palo Alto • • • • • Linear (Palo Alto
California Ave El Camino Real — Town & County
(CC2/R)) (CC))
City of Palo Alto ix B, Page 20
Item 10: Staff Report Pg. 71 Packet Pg. 329 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY
Appendix C: Implications of AB 2097
Introductic,n
Purpose
The purpose of this study is to review the implications of the recently
adopted Assembly Bill (AB) 2097 on the City of Palo Alto's parking
regulations and management strategies, the adequacy of the existing
parking inventory and potential impacts on retail establishments.
This parking review was conducted for the four major retail areas and
corridors in Palo Alto: Downtown Palo Alto/University Avenue, California
Avenue, Midtown, and the El Camino Real corridor. The study area
boundaries are shown in Figure 1. Parking supply and occupancy data is
based on limited city survey data from 2018 and 2019. The study areas
included public on- and off-street parking. Downtown and California Avenue
have the majority of the parking capacity, which resulted in their being the
primary focus of the analyses and recommendations.
AB 2097 Summary
AB 2097 was signed by Governor Gavin Newsom in September 2022, and
went into effect January 1, 2023. AB 2097 prohibits public agencies from
imposing minimum automobile parking requirements on most types of
development within a half -mile of a major transit stop. AB 2097 does not
apply to projects that designate any portion of the project as a hotel, motel,
bed and breakfast inn, or other transient lodging use, or reduce parking
spaces designated for this purpose. AB 2097 does not reduce, eliminate, or
preclude the enforcement of any requirement for parking spaces that are
accessible to persons with disabilities or electric vehicle spaces and supply
equipment for new multifamily residential or nonresidential development
that is located within one-half mile of public transit. Additionally, AB 2097
does not affect event center parking requirements for employees and other
workers as required by local ordinance.
The bill authorizes jurisdictions to impose or enforce minimum automobile
parking requirements on a housing development project if the public agency
makes written findings, within 30 days of the receipt of a completed
application, that not imposing or enforcing minimum automobile parking
requirements on the development would have a substantially negative
impact, supported by a preponderance of the evidence in the record, on the
public agency's ability to meet its share of specified housing needs or
existing residential or commercial parking within 1/2 mile of the housing
development. These findings cannot be made against certain housing
City of Palo Alto
development projects, including those with specific income thresholds or
fewer than 20 dwelling units.
AB 2097 does not prohibit off-street parking from being built if that is
desirable. Voluntary parking may be provided at a ratio less than what
would otherwise have been required by the Zoning Ordinance.
AB 2097 Parking Relief Areas
The study areas subject to relief from enforcement of minimum parking
standards provided by AB 2097 are shown in Figure 1 and described below.
Detailed maps for each area can be found in Attachment 3.
Downtown/University Avenue: The Downtown/University Avenue study
area is within a half -mile of the Palo Alto Caltrain Station and the Palo Alto
Transit Center and hence is subject to AB 2097. This High -Quality Transit
Area nearly encompasses all but a half -block with 16 parcels of the
Downtown/University Avenue commercially zoned (CD -C) study area.
California Avenue: The entire California Avenue study area is within a half -
mile of the California Avenue Caltrain Station, a High -Quality Transit Stop,
and hence is subject to AB 2097 provisions.
Midtown: Midtown is not within a half -mile of a High -Quality Transit Stop
and therefore is not impacted by AB 2097. Development in this area is
subjected to the parking standards set forth in the City's zoning code.
El Camino Real Corridor: The northern portion of the El Camino Real
corridor, north of Acacia Avenue which includes Town and Country and
areas around California Avenue, is within a half -mile of the California
Avenue Train Station, a High -Quality Transit Stop, and hence is subject to AB
2097 provisions. AB 2097 is not applicable to the rest of the corridor. There
are over 200 commercial parcels where the City can continue to impose
minimum parking requirements, between Acacia Avenue and Los Altos
Avenue.
Appendix C, Page 1
Item 10: Staff Report Pg. 72
Packet Pg. 330 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Existing Conditions
Parking Supply
At the time of this study, there are approximately 6,677 total public parking
spaces, which includes public parking lots, public parking garages and on -
street spaces within the four retail districts in the study area. Of these, 2,125
(32%) are on -street spaces and 4,552 (68%) are off-street public parking
spaces. Detailed maps and tables for each area can be found in Attachment
2. These are summarized in the following table.
Table 1: Study Area Public Parking Supply
Public Parking
On -street Parking*
Off-street Parking
Total per Study Area
Study Area
Notes
76 percent of off-street parking is provided by structured parking.
Downtown/ University Avenue
1,035
3,220
4,255
Excludes 14 spaces as a result of permanent vehicular closure of a segment of
Ramona Street, between Hamilton Avenue and University Avenue. Parking data
received from Office of Transportation based on 2019 survey data.
62 percent of off-street parking is provided by structured parking.
Excludes 65 spaces as a result of permanent vehicular closure of California Avenue,
California Avenue
756
1,239
1,995
between El Camino Real and Birch Street). Parking data received from Office of
Transportation based on 2019 survey data.
All off-street parking spaces are provided by parking lots. Parking data has been
Midtown
25
93
118
counted manually from Google Earth (February 2024).
One public parking lot was identified; however, it provides parking for the
Stanford/Palo Alto Community Playing Fields and was not counted. It should be
noted that the Palo Alto City Council is considering a resolution to remove parking
El Camino Real
309
0
309
on El Camino Real to install bike lanes as a part of the upcoming repaving project
per Caltrans' request. Parking data derived for the study area from April 1, 2024
staff report (item 11) presented to City Council,
https://cityofpa loa Ito. pri megov.com/Portal/Meeti ng? meeti ngTemplatel d=14217.
Total per Parking Type
2,125
4,552
6,677
City of Palo Alto
Appendix C, Page 3
Item 10: Staff Report Pg. 74 Packet Pg. 332 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Outreach
This study included outreach to business owners and peer cities to obtain
input on parking issues and regulatory approaches and recommendations
to inform this study.
Stakeholder Input Summary
Interviews were conducted with six business/property owners who operate
their businesses in Palo Alto to identify any regulatory constraints they have
experienced. The list of business and property owners that were
interviewed can be found in Appendix A of this report. The following is a
summary of the comments, issues, and concerns regarding parking.
1. Excessive in -lieu parking fees.
2. Allow parking transfer between uses.
3. Unable to add parking for a change in use.
4. City staff parking is occupying valuable off-street parking spaces.
Customers have to park on -street in the neighborhoods instead of
the garages.
5. Need more flexible parking regulations when it is not feasible to
provide required on -site parking.
6. There is ample parking in California Avenue.
7. On -street parking time limit is a hindrance for employees.
8. Hard for employees to get permits for the garages due to limited
number of permits available.
9. Provide range of times for pricing to accommodate a mix of users.
It should be noted that the comments 1, 2, 3 and 5 summarized in the list
above are no longer applicable for AB 2097 implications areas. Also permit
availability was an issue pre COVID-19 pandemic. Since then, the demand
has decreased for parking permits.
Peer City Parking Management Best Practices
The following are parking management best practice strategies identified
from the following jurisdictions through staff interviews (Cities of Santa
Monica and Los Altos) and research (City of Pasadena). City staff were asked
' Santa Monica Municipal Code- Section 9.66.070, Accessed May 1, 2024,
https://ecode360.com/42752344#42752425
City of Palo Alto
about parking supply, adequacy, regulatory approach, impacts and
responses to AB 2097, and recommendations.
Santa Monica, CA
The City of Santa Monica has developed a robust parking program that
maintains the walkable character of the downtown while providing ample
parking for those who need it. Prior to the adoption of AB 2097, the City
eliminated minimum parking requirements for a majority of active uses in
the downtown. The City also developed 10 public parking structures in the
downtown district funded by in -lieu fees for businesses, which provide
plenty of parking for the area. The following describes a few of Santa
Monica's parking demand management strategies.
Unbundling Parking: One parking strategy Santa Monica uses is unbundling
parking. The municipal code requires that parking spaces be leased or sold
separately from residential or commercial structures. This way, non -drivers
are not required to pay for parking they do not need, and the parking spaces
that exist will be used more efficiently. For commercial developments,
requiring that parking be unbundled helps facilitate the State's Parking
Cash -Out Program.
Transportation Impact Fees: Santa Monica has a transportation impact fee
program that requires developers to pay a fee based on the number of
residential units or on the amount of square footage for nonresidential
developments. Establishing this program required a nexus study
demonstrating the relationship between the expected transportation
impacts of new developments and the fees required to address those
impacts through transportation improvements and trip reduction
strategies. Santa Monica utilizes the funds from transportation impact fees
for projects that reduce vehicle traffic which also helps manage parking
demand. Such expenditures may include, but are not necessarily limited to
the following:
• Reimbursement for all direct and indirect costs incurred by the City
to construct transportation improvements pursuant to this Chapter,
including, but not limited to, the cost of land and right-of-way
acquisition, planning, legal advice, engineering, design,
construction, construction management, materials, and equipment.
1Transportation Demand Management: a set of strategies aimed at improving
transportation efficiency, reducing congestion, and promoting sustainable travel
options.
Costs of issuance or debt service associated with bonds, notes or
other security instruments issued to fund transportation
improvements identified.
Reimbursement for administrative costs incurred by the City in
establishing or maintaining the transportation impact fee reserve
account required by this Chapter, including, but not limited to, the
cost of studies to establish the requisite nexus between the fee
amount and the use of fee proceeds and yearly accounting and
reports.'
It should be noted that the City of Palo Alto also has a Citywide
Transportation impact fee (Chapter 16.59 of Municipal Code). These funds
are expended only on the installation, acquisition, and construction of
eligible citywide transportation enhancement including but not limited to
bicycle and pedestrian improvements, and roadway and intersection
improvements. Citywide transportation enhancements do not include
intersection improvements designed primarily to accommodate increased
traffic generated by a specific development or the addition of through -
traffic lanes designed for primary use by private motorized vehicles.
Transportation Demand Management Plan Requirements for New
Developments: The City of Santa Monica also requires Transportation
Demand Management (TDM) plans for new developments with 16 or more
residential units or at least 7,500 commercial square feet.2 Strategies to
reduce vehicle travel may include both programmatic measures and site
improvements.
Palo Alto also has TDM requirements per Section 18.52.050 (d) of Municipal
Code that grants the Director of Planning and Development Services the
authority to require including TDM strategies for any project requesting a
reduction in parking or generating 50 or more net new weekday (AM or PM
peak hour) or weekend peak hour trips.
Los Altos, CA
The City of Los Altos has a three -block by three -block downtown with two
parallel commercial corridors, referred to as the Downtown Triangle. This
retail district includes mostly single -story retail and restaurants, which is
comparable in scale and character to California Avenue in Palo Alto. The City
Appendix C, Page 4
Item 10: Staff Report Pg. 75
Packet Pg. 333 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
owns six acres of parking in the form of parking plazas and smaller lots (10
total) located north and south of the two commercial streets, which along
with on -street parking provide all of the parking for the existing uses. The
following describes a few of Los Altos' parking strategies.
Customer Parking Permits - "Yellow Book Passes": Los Altos offers
downtown businesses the option to purchase a book of 25 all -day parking
permits at a $25 fee, to be used in any of the 10 downtown parking plazas.
Parking is free downtown, but is subject to time limitations ranging between
20 minutes and 3 hours. The passes allow customers to exceed the time
limits in the respective off-street parking lots. Permits are expected to be
provided to customers free of charge and are not to be resold to customers.
Downtown Employee Parking Permit Program: This program provides all -
day parking for downtown business owners and employees in designated
spaces on an annual and quarterly basis at $100 and $40 fee respectively.
Pasadena, CA
The City of Pasadena has a thriving business district, Old Pasadena, which
includes shopping and dining establishments. The following describes a few
of Pasadena's parking demand management strategies.
Park and Walk: Pasadena parking rates are more expensive for on -street
parking than for its Park and Walk garages. The Park and Walk garages were
intended to provide those more convenient on -street spaces for customers
visiting specific businesses. The following lists the City's parking rates.
• The on -street metered rate in Old Pasadena is $1.25 per hour and
$0.75 per hour on the edges of Old Pasadena.
• The Park and Walk garages are $1 for the first 2 hours; $2 per hour
thereafter; $12 daily max.
• Visitors can use the Passport Parking app, which allows a driver to
pay for the metered parking, extend the parking sessions from
anywhere, and get reminders for time limits.
'Transit Oriented Development Amendment, Accessed May 1, 2024,
https://www.cityofpasadena.net/Pla n ning/Transit-Oriented-Development-
Amendment/
City of Palo Alto
Parking Maximums and Public Parking in Transit -Oriented Development
Areas: Pasadena's Municipal Code establishes maximum parking
requirements for new development in its transit -oriented development
areas. The strategy of limiting parking provision is meant to help the City
achieve long-term sustainable mobility goals and reduce private vehicle
ownership and use. The City allows an exception for commercial parking in
excess of the maximum, provided that the parking is available for public use,
that signs advertise the availability of public parking on the property, and
that rates do not exceed the City garage rates by more than 150 percent. In
this way, parking maximums can help incentivize the provision of publicly
available parking;.
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Findings
1. Parking Availability
There is significant public parking availability in the study areas. The
stakeholders that were interviewed expressed no concern regarding parking
availability. Data received from City's Office of Transportation (2023) show
that the average sale of parking permits per month in Downtown was 1,989
out of 3,878 available permits (51 percent) and for California Avenue they
sold 510 out of 1,075 available permits (47 percent). A parking occupancy
study conducted in 2019 (pre-COVID-19) by the Palo Alto Office of
Transportation indicated occupancy of 47 to 76 percent in the Downtown
area for off street public parking spaces, with the highest occupancy around
noon. The same study indicated on California Avenue area ranged between
35 to 88 percent with peak occupancy during noon. A majority of this
occupancy can safely be assumed to be from office workers in the pre-
COVID-19 era. Hybrid schedules and vacant office space has significantly
reduced the parking demand post-COVID-19. While a parking demand study
has not been done for the commercial areas in Palo Alto post-COVID-19
except for El Camino Real, the interview with the Office of Transportation
indicated that there is ample availability of parking of more than 40 percent
in parking garages in both Downtown and California Avenue area.
Table 2: Parking Supply and Occupancy Ratios
Table 2 provides the parking supply and occupancy ratio for the study areas.
The following findings listed here are relative to 2024 data received from
the City.
• There is excess capacity in the Downtown even during the peak hour
with 76% occupancy and a 3.7% vacancy rate in 2019. Hence, there
is a growth potential 0f9% in Downtown. Note that the vacancy rate
in Downtown in 2024 is 16.5% compared to 3.7% in 2019.
• There was optimum parking capacity during the peak hour with 88%
occupancy and 6.7% vacancy in 2019. Parking management
strategies can be applied to manage parking to keep it at an
optimum level. Note that the vacancy rate in Downtown in 2024 is
11% compared to 6.7% in 2019.
It should be noted that the data is from 2019 when hybrid work was
not prevalent. The shift towards hybrid work and flexible
workspaces due to the pandemic has led to a decrease in overall
parking demand. As employees split their time between home and
the office, fewer people are commuting daily, resulting in less
pressure on parking spaces while occupying office space.
"According to a survey by Leesman, 66% of employees expect to
work from their organization's workplace two days or less per week.
While many companies are still perfecting and evolving their
working models, office occupancy hovers around a nationwide
average of 50% leaving many buildings underutilized. The lack of
office utilization has also led to a decrease in overall parking
demand." 4
• There may be the possibility of growth in both Downtown and
California Avenue areas without building new parking since the
potential lack of office utilization may have led to a decrease in
overall parking demand. More up-to-date data is required to
determine change in parking demand.
2. Parking Assessment Districts
AB 2097 essentially invalidates the Downtown/University Avenue Parking
Assessment District regulated by Section 18.52.070 of the Palo Alto
Municipal Code. Since the commercial and residential uses in the affected
area are no longer required to meet the minimum one parking space for
each 250 gross square feet of floor area requirement provide parking,
rendering the parking assessment district in the affected areas not
enforceable or applicable. Downtown/University Avenue has a Parking
Assessment District regulated by Section 18.52.070 of the Palo Alto
Municipal Codes, which states that.
"Any new development, any addition or enlargement of existing
development, or any use of any floor area that has never been
assessed under any Bond Plan G financing pursuant to Title 13, shall
provide one parking space for each 250 gross square feet of floor
Growth Potential at
Total Floor Area-
Floor Area
Floor Area
Off -Street Public
On -Street Public
Total Public
Public Parking
Public Parking
85% Occupancy
Vacancy Rate
Vacancy Rate
Parking
Peak Hour Public
Supply Ratio
Occupancy Ratio
(2019)
(SF)*
2019*
2024*
Parking
Parking
(2024)
Parking
per 1,000 SF
per 1,000 SF
Occupancy***
(2019)
(2019)
Downtown/ University
Avenue**
2,900,000
3.7%
16.5%
3,220
1,035
4,255
76%
1.47
1.12
9%
California Avenue
1,000,000
6.7%
11.0%
1,239
756
1,995
88%
2.00
1.76
-3%
El Camino Real
1,306,000
2.2%
9.9%
0
309
309
47%
0.24
0.11
NA****
Midtown
149,000
1.9%
8.6%
93
25
118
Notes: * Floor area and vacancy rates are for all property types based on CoStar classification and include office, retail, multi -family, hospitality, health care, specialty, industrial, sports, and entertainment.
** In 2019, 52 percent of total Downtown off street parking spaces were restricted to permit -only parking. Eight of the 19 parking facilities did not have any permit -only parking. The percentages of permit parking spaces in the remaining 11 facilities varied
between 32 and 98 percent.
***Peak hour occupancy for both Downtown and California Avenue area was during noon based on 2019 data received from the City. Hence, the worst -case scenario is analyzed. Due to lack of data availability peak hour occupancy for off -site spaces was applied
to on -street spaces for Downtown and California Avenue. Data for El Camino Real is from Staff Report #2403-2745 which refers to data collected on Saturday February 24, 2024, from 1pm-2pm. No occupancy data is available for Midtown area.
**** Growth potential cannot be calculated confidently since off-street parking is unknown and on -street parking is a very small proportion of the total parking demand.
4 How Hybrid Work has Impacted Parking, January 23, 2024, Accessed April 24,
2024, https://www.vendpark.io/post/how-hybrid-work-has-impacted-parking
5 Palo Alto Municipal Code, Accessed February 7, 2024,
https://codel ibra ry.am legal.com/codes/pa loalto/latest/paloa Ito_ca/0-0-0-81074.
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area, except as may be exempt from such requirement... In
connection with any expansion of the supply of public parking spaces
within the CD commercial downtown district, the city shall allocate
a number of spaces for use as "in -lieu parking" spaces to allow
development to occur on sites which would otherwise be precluded
from development due to parking constraints imposed by this
chapter. Off -site parking on such sites may be provided by payment
of an in -lieu monetary contribution to the city to defray the cost of
providing such parking."
Based on stakeholder interviews, the participants were more concerned
with parking regulations and fees than availability of existing parking
needed to support business.
3. Curb Parking Space Management
It is expected that AB 2097 will reduce the creation of new off-street parking
spaces. This reduction may create more competition for limited on -street
parking spaces. Among other things, reducing the number of parking spaces
increases competition for the curb space from residents that may want to
use on -street parking spaces, employees and visitors looking to park, and
rideshare drivers dropping off the passengers. In addition, curb space is used
for bike parking, parklets, landscaped islands and so on.
While there may be parking spaces in garages and lots, there will always be
competition for on -street spaces that are be more convenient. The City
currently regulates the long-term use of curb space in Downtown and
California Avenue areas by imposing a two-hour time limit. The City also has
designated bike spaces allocated along University Avenue and California
Avenue.
Curb space is also covered by parklets- outdoor dining area using parking
spaces. These have become prevalent during COVID-19 pandemic and are
well received by the patrons. These also create much needed vibrancy in the
area. However, they reduce the number of spaces available for parking.
4. Residential Permit Parking Program
The Palo Alto Residential Permit Parking Program (RPPP) aims to provide
parking availability for residents and employees living and working in RPPP
areas. The RPPP allows residents and employees to obtain permits for on -
street parking. These permits grant permit holder a priority access to on -
street parking spaces within designated zones for certain time periods.
6 SB 834: Vehicles: preferential parking: residential, commercial, or other
development project. Accessed May 1, 2024,
https://digitaldemocracy.calmatters.org/bills/ca_202320240sb834
City of Palo Alto
The RPPP areas in the Downtown study area are shown in Figure 2. RPPP
requires all vehicles to have a permit to park on designated streets for more
than two hours between 8 a.m. and 6 p.m., Monday through Friday. A
permit is not needed to park for less than two hours. AB 2097 does not
directly impact the existing RPPP areas because it specifically targets
minimum parking requirements for new developments near transit stops.
Existing residential permit parking regulations can remain unaffected by AB
2097.
Figure 2: Downtown Permit Parking Areas
MENLO
PARK
However, despite the RPPP designating specific hours for residents, visitors
may still choose to park in these zones due to the lack of alternative options
or lack of knowledge of RPPP zones. The City must actively enforce RPPP
regulations to discourage unauthorized parking. Regular patrols, ticketing,
and penalties can serve as deterrents.
Installing conspicuous signage is essential. There are several signs indicating
RPPP zone in Downtown. However, some signs are not visible due to the
vegetation growth. Signs are also small, and some information is displayed
in small fonts that can easily be missed (refer to Figure 3). Enhanced design
and proper placement can make these signs more visible. It is also important
to indicate the consequences on the signs. Additionally, educating both
residents and visitors about the RPPP hours and consequences is crucial.
Effective communication ensures that visitors understand the rules and
potential repercussions.
It should be noted that a pending SB 834 that was introduced during the
2023-2024 legislative session, if passed, will prohibit local authorities from
issuing permits for preferential parking privileges to residents or vendors of
developments within 1/2 mile of public transit and exempt developments
from parking minimums. The bill would require the local authority to revise
the boundaries of any such preferential parking district to exclude all
preferential parking within 1/2 mile of public transit.6
5. Retail Locations Outside of the AB 2097 Areas
Retail locations outside the designated AB 2097 areas are not subject to the
parking reduction requirements specified by this law. These areas can
continue to follow existing parking regulations without the constraints
imposed by AB 2097. Additionally, sixteen parcels in Downtown area are just
outside the AB 2097 radius and will need to comply with parking regulations
per zoning code. These parcels are at a disadvantage compared to rest of
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the parcels within Downtown. For equity purposes, it is advised that the City
consider extending the provisions of AB 2097 to these parcels.
6. Peer City Management Strategies
Parking management strategies from peer cities include integrating parking
with TOM development standards, unbundling parking, establishing parking
City of Palo Alto
maximums to incentivize public parking provision, instituting employee
parking programs, and implementing demand -based pricing.
7. Eliminates Possible Incentive Tool
By removal of the parking requirements, AB 2097 creates and incentive for
new development within the affected areas. However, many cities use
parking reductions as a tool to incentivize desired uses or improvements.
This possible tool will be very limited or not otherwise available in areas
covered by AB 2097 provisions.
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Recommendations
AB 2097 will dramatically limit and reduce the creation of new privately
constructed or funded parking spaces associated with new or expanded
development within the affected areas. This will require a shift from
creation of new parking with development projects to a focus on
management and optimization of the existing parking inventory to balance
the supply of parking with the demand for parking from existing and future
uses and development.
Management and optimization will require ongoing monitoring of the use
of the existing supply. The supply includes not only public parking garages,
surface lots and on -street spaces, but also the private off-street parking.
This section will discuss a number of the tools and methods to manage and
optimize parking both in and outside of areas affected by AB 2097.
Based upon the findings of this report, the following section provides further
detail of specific recommendations for the identified impacts on parking for
retail business in the four study areas of Palo Alto.
1. Extend AB 2097 to Entire CD -C Zone for Equity
Within Downtown, there are 16 parcels in the CD -C district on University
Avenue that lie just northeast of the half -mile radius from a high -quality
transit stop that are not exempt from the parking requirements by AB 2097
(refer to Figure 4). Unless the provisions of AB 2097 are extended, these
parcels will remain subject to minimum parking requirements and the
Commercial Downtown Assessment District standards of 18.52 of the
PAMC. To ensure equitable development conditions for all parcels in the
Downtown area, it is recommended that uniform regulations be applied to
the entirety of the CD -C districts in the Downtown area.
2. Allow Retail Flexibility Without Requiring Additional Parking
In retail areas outside the influence of AB 2097, restrictions on retail
conversion to retail or retail -like uses (for example, changing a boutique
store into a restaurant or art gallery) can be removed due to provision of
parking in accordance with the new use as long as the square footage is not
increased. This will remove restrictions on developers and allow them to
experiment with new uses to fill in vacancies.
City of Palo Alto
Figure 4: Downtown / CD -C Zoned Parcels Outside AB 2097
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3. Parking Management & Optimization
Based on the initial findings, there is currently an ample supply of parking to
absorb significant new development and to fill existing vacancies in both
Downtown and California Avenue. However, as redevelopment occurs, the
combination of intensification and the lack of parking requirements due to
AB 2097 will begin to impact the existing parking supply. Optimum parking
occupancy is approximately 85%. This ensures excellent utilization of a
precious resource, but adequate availability to ensure reasonable access
without excessive search and delay7. Beyond this point, parking availability
becomes strained, and visitors may find it challenging to locate suitable
parking spaces. When parking spaces are consistently occupied beyond this
threshold it can lead to:
• Inconvenience: Visitors may struggle to find available parking spots.
• Reduced Foot Traffic: High parking demand might discourage
potential customers.
• Business Impact: Commercial areas could lose business due to
parking constraints.
In order to understand this impact, it is recommended that the City conduct
a parking supply and demand study of these areas at least once a year or as
significant development or changes to mobility options occur in these areas.
Below are some parking trends and factors to explore in such a study.
On -Street and Off -Street Parking
• What is the supply and demand of on street and off-street parking
conditions during the peak hours, on weekdays, and on weekends?
• Who are the parking user groups using these spaces —customers,
business owners, employees, delivery drivers, or others?
Peak Parking Demand
• What time does peak parking demand occur on a typical weekday
and on a typical weekend?
• What is the overall parking occupancy rate for the study area on
these typical days?
Turnover of Parking Spaces
• How long are cars staying and how often are spaces turning over
and where?
7The High Cost of Free Parking, Donald Shoup.
8The bill would define "qualifying residential property" as any dwelling or unit
that is intended for human habitation that (1) is issued a certificate of occupancy
City of Palo Alto
The City can use time limits and parking fees to manage and balance the use
and occupancy of the parking supply at or near the optimum levels. Shorter
parking periods can encourage more turnover and higher hourly parking
fees are generally increased in the most popular areas while longer parking
periods and lower parking fees are allowed in less popular areas.
Recommendations 3 to 9 listed in this section include other methods to help
manage and optimize the parking resources.
4. Develop Ordinance to Unbundle Parking
AB 1317, passed in October 2023, focuses on unbundling parking in
California, requiring owners of qualifying residential properties8to separate
parking costs from rent, i.e., renting or selling parking separately rather than
automatically including it with the price of building space. The law goes into
effect on January 1, 2025. Unbundling parking is the set of policies and
actions to create a balance between the supply and demand of parking,
reducing the inefficiencies that result in both high concentrations of
localized parking demand in some areas and underutilized spaces in other
areas.
Benefits of unbundling include:
• The parking spaces that exist will be more efficiently used.
• Non -drivers are not required to pay for parking they don't need.
• The market value of land used as parking becomes clear.
Unbundling is especially helpful in areas that are not subject to minimum
parking requirements, which now includes most of the Downtown and all of
California Avenue study areas, due to their proximity to High Quality Transit
Stop as defined by AB 2097. The success of this strategy also hinges on
parking management, which seeks to ensure that concentrated locations of
high parking demand are efficiently disbursed to locations where parking
availability is plentiful.
5. Create an Employee Parking Plan and Program
Businesses can encourage employees not to park in the most convenient
customer parking spaces. If patrons must drive around the block several
times to find parking, they could potentially leave to seek another similar
business with better parking space options. This situation often arises
because employees use the on -street and off-street spaces that are most
convenient to business patrons. If employees are encouraged to not park in
these parking spaces and instead use the spaces that would otherwise be
on or after January 1, 2025, (2) consists of 16 or more residential units, and (3) is
located within the County of Alameda, Fresno, Los Angeles, Riverside,
Sacramento, San Bernardino, San Joaquin, Santa Clara, Shasta, or Ventura.
unused, it will reduce the perception of a parking shortage and need to
oversupply parking. The City could collaborate with business owners and
employees to understand parking needs and work schedules.
During interviews, the stakeholders expressed concerns about employees
encountering challenges when obtaining permits for parking garages. These
permits come in various types (three-month, six-month, and annual) and
can be purchased during specific periods of the year. In addition, the City
charges flat $8 daily rate for garages and lots beyond the free 2 -to -3 -hour
parking. Their suggestion is that the City should offer a variety of pricing
options for different time periods. It is recommended that the City work
with business owners to find solutions that are acceptable to both City and
business owners.
Stakeholders also expressed that the time limit for on -street parking poses
challenges for employees. As previously recommended, employees should
refrain from using on -street parking spaces, reserving them instead for
visitors. Educating business owners about the impact of employee use of
on -street parking could foster an understanding of the necessity for parking
in off -site garages and parking lots.
6. Pursue Shared -Use Agreements
Owners of private parking facilities may be willing to enter an agreement
that allows public parking outside of certain established hours. For example,
if adequately compensated, offices may be willing to allow public parking in
the evenings and on weekends, or religious institutions may be willing to
allow public parking on weekdays. The City can facilitate shared parking
between landowners by creating ready -to -use shared parking agreement.
The City can enter into parking agreements with the landowners to use
private parking during hours that it typically goes unused. These areas can
be advertised on -site and, on the website, as available parking spaces during
certain times of the day.
7. Paid Parking Program
Paid on -street parking can effectively increase turnover rates and the supply
of convenient parking spaces. Both California Avenue and University Avenue
offerfree on -street parking for the first two hours and then the visitors must
move their vehicle. Downtown has a system of color zones -
purple, coral, lime, and blue, once the time limit expires in a given color
https://Ieginfo.legislature.ca.gov/faces/biliNavClient.xhtml?bill id=202320240AB1
31L Accessed April 29. 2024.
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zone you must move your vehicle out of that zone. Reparking is not allowed
in the same zone on same enforcement day once the time limit expires'.
The off-street parking is free for first 2 to 3 hours depending on the lot or
garage. It jumps to a flat rate of $8 per day after that. The City could
implement incremental increase in rates instead if a flat $8 per day10. This
recommendation was brought to the PTC in 2019. At the time of
recommendation, the flat rate was $25 per day. This was reduced to $8
during COVID 19 pandemic.
It is recommended that the City evaluate implementing a paid metered on -
street instead of moving the vehicle every 2 hours when a parking utilization
threshold is reached. While colored zones system may be a financially viable
option for frequent turnover it requires familiarity and can be confusing for
the visitors who may not be aware of the zones.
Similar to Pasadena, the City of Palo Alto can also implement higher rates
for on -street parking and lower rates for public garages and lots to
encourage long-term visitors and employees to park in the off -site garages
and lots and leave more convenient parking for short -time visitors.
8. Enhance the City's Transportation Demand Management (TDM)
Strategy
TDM refers to a set of strategies aimed at improving transportation
efficiency, reducing congestion, and promoting sustainable travel options.
These strategies encourage a shift away from single -occupancy vehicle trips
and prioritize alternative modes of transportation, thereby reducing the
need for parking spaces.
Palo Alto's Municipal Code Section 18.52.050 (d) grants the Director of
Planning and Development Services the authority to require including TDM
strategies for any project requesting a reduction in parking or generating 50
or more net new weekday (AM or PM peak hour) or weekend peak hour
trips. While the developer is limited to the project site for the
implementation of a TDM program/strategy the City can implement a TDM
program/strategy at neighborhood or citywide scale which can have a more
significant impact on the parking impacts in Downtown and California
Avenue.
An assessment by Comprehensive Economic Development Strategy
adopted by the City Council in August 2023 focused on city-wide access and
connectivity of transit and bike networks as these systems provide an
'Downtown Color Zone Parking,
https://www.citvofpaloalto.org/Departments/Transportation/Parking/Parking-
Programs/Downtown-Color-Zone-Parking, Accessed April 29, 2024
City of Palo Alto
alternative source of access to the single occupant vehicle as well as a first,
last, and/or only mile link to destinations, especially for locals. These are
essential ingredients of TOM strategy. The report found that there is a
robust regional bus network, but there is a lack of bus redundancy in parts
of the City around neighborhood serving districts. This gap is being
addressed to some degree with the recently instated on -demand transit
service pilot program. While there is a robust bicycle network, some critical
routes connecting commercial districts with neighborhoods and other
destinations lack adequate signage and lane markings. Lastly, there is no
micro mobility program for shared bicycles and/or scooters, which are now
common and widely used services for people of vastly ranging ages and
socioeconomic status.
The report recommended several strategies under Guiding Principle 2, all of
which will help the City enhance its TOM strategy and reduce the need for
parking.
Guiding Principle 2: Improve accessibility by embracing walking
and biking solutions to/from/within all of the City's commercial
districts and addressing parking policies and systems.
This strategy is also applicable for areas not covered by AB 2097.
9. Explore Emerging Technologies
Palo Alto actively embraces technology to manage parking efficiently and
enhance urban mobility. Palo Alto has deployed
automated parking guidance system (APGS) in its Downtown and California
Avenue area garages. These systems feature ceiling -mounted multi-
function camera sensors that monitor and display the status of up to six
parking spaces per aisle. Integrated LED indicators indicate space availability
and permitted parking types. This real-time information helps drivers find
available parking spots more efficiently.
In 2015, Palo Alto installed 545 Internet of Things (IoT) sensors throughout
the city most of which were installed in Downtown11. These sensors are
equipped to provide real-time data via website and app on vacant parking
spots in the Downtown area. The goal is to reduce congestion and enhance
the overall parking experience. However, there is no information on the
data received by these sensors on the website and there is no app available
to find parking spaces. Currently these sensors are nor active.
10 Parking Work Plan,
https://www.citvofpaloa lto.org/Departments/Transportation/Parking/Palo-Alto-
Parking-Action-Plan/Parking-Work-Plan, Accessed April 22, 2024
As new technologies emerge, it is advised that the City explore and
implement technologies that can deliver real time information via an app or
website. These can be applicable to parking garages, lots and on -street
parking spaces and can help patrons find and receive directions to the
nearest available space.
This strategy is also applicable for areas not covered by AB 2097.
10. Improve Signage and Wayfinding for Parking
Effective signage ensures visitors can find their way without confusion. Palo
Alto has signage directing to the parking areas, but they don't provide
information on parking availability in particular garages or lots or directions
to particular garage or lot.
11 Government Technology, California Cities Turn to Internet of Things to Solve
Parking, Traffic Problems, October 27, 2015,
https://www.govtech.com/fs/california-cities-turn-to-internet-of-things-to-solve-
pa rki ng-traffi c-prob I e ms. ht m l
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Most garages in Downtown and California Avenue area have APGS as
discussed in previous recommendation. Hence, once the patron reaches the
garage, they can have the information on availability of parking. The existing
APGS and emerging technologies can be integrated with digital signage at
strategic locations, that can provide real time information on parking. This
will reduce the time spent to find parking in the retail areas.
City of Palo Alto
11. Curb Space Management
Increasing the opportunity to walk and bike to various locations and to
complete short distance trips can alleviate pressure on parking. Adopting a
micromobility program for shared bicycles and/or scooters and providing
adequate curb space may also reduce the need for car for shorter trips.
Other strategies, such as encouraging employees to not park in the most
convenient customer parking spaces and instead use the off-street parking,
will reduce the burden on curb space. Lastly, paid parking effectively
increases turnover rates and the supply of convenient parking spaces.
Leveraging technology to provide real-time information on parking
availability can play an important role in efficient parking management
These strategies are discussed in the Recommendation section of this
report.
This strategy is also applicable for areas not covered by AB 2097.
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PALO ALTO RETAIL REVITALIZATION STUDY -
Attachment 1 - Parking Requirements
The following are the minimum off-street parking requirements for retail establishments.
Table 3: Minimum Off -Street Parking Requirements
Use
Parking Requirement
Retail
Intensive (retail not defined as extensive)
1 per 200 sq. ft. of gross floor area
Extensive (retail with more than 75% of gross floor area
used for display, sales, and related storage, with
1 per 350 sq. ft. of gross floor area
demonstrably low parking demand generation per
square foot of gross floor area)
Open lot
1 space for each 500 square feet of sales, display, or
storage site area
Shopping Center
1 per 275 sq. ft. of gross floor area
Table 4: Minimum Off -Street Parking Requirements for Parking Assessment Districts
Use Parking Requirement
Downtown University Avenue Parking Assessment District
All uses (except residential) 2 1 per 250 square feet
City of Palo Alto
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Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Table 5: Downtown/University Avenue Public Parkina Suaoly
Type Parking Spaces Size (Acres)
Off -Street Structure
High/Alma South Garage (R)
210
0.5
High/Alma North Garage (Q)
130
0.8
Ramona/University Garage (B)
133
0.5
Bryant/Lytton Garage (SL)
681
1.1
Webster/Cowper Garage (WC)
587
1.4
Civic Center Garage (CC)
721
2.0
Total Off -Street Structure
2,462
6.3
Off -Street Lot
Emerson/Ramona Lot (N)
48
0.4
Cowper/Hamilton (H)
93
0.6
High/Hamilton Lot (P)
52
0.4
Lytton/Kipling Lot (T)
52
0.4
Lytton / Waverley Lot (K)
97
0.7
Hamilton/Waverley Lot (D)
84
0.7
Gilman/Waverley Lot (G)
53
0.3
Gilman/Bryant Lot (E)
35
0.9
Florence/Lytton Lot (F)
Ramona/Lytton Lot (C)
47
52
0.4
0.5
Emerson/Lytton Lot (A)
68
0.5
Emerson/High Lot (O)
Total Off -Street Lot
77
758
0.5
6.3
Total Off -Street
3,220
12.6
Total On -Street
1,035
-
Grand Total
4,255
12.6
City of Palo Alto
California Avenue
Figure 8: Off -Street Parking - California Avenue
A C 003 006 0.12
Mlles
Appendix C, Page 15
Item 10: Staff Report Pg. 86 Packet Pg. 344 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY
Figure 9: On -Street Parking - California Avenue
A 0 0.03 006 0 12
Mlles
Table 6: California Avenue Public Parkina Supply
Type Parking Spaces Size (Acres)
Off -Street Structure
Lot 5 - Cambridge E/Garage (A)
157
0.7
Lot 3 - Cambridge W/Garage (B)
182
0.7
350 Sherman Garage (Cl
627
1.0
Total Off -Street Structure
966
2.4
Off -Street Lot
Lot 9 - Birch/Cambridge (D)
28
0.2
Lot 1- Cambridge/Park (E)
27
0.2
Lot 2- Cambridge/Birch (F)
28
0.2
Lot 8- Sherman/Ash Lot (G)
103
0.8
Lot 4-Cambridge/Birch (H)
87
0.5
Total Off -Street Lot
273
1.9
Total Off -Street
1,239
4.3
Total On -Street
756
-
Grand Total
1,995
4.3
City of Palo Alto Appendix C, Page 16
Item 10: Staff Report Pg. 87 Packet Pg. 345 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
Midtown
Figure 10: Off -Street Parking - Midtown
;D; 4J?
,J np
y� a�
A 0 002 004 000
Mlles
City of Palo Alto
Figure 11: On -Street Parking - Midtown
A 0 0.02 0.04 0.08
Miles
Table 7: Midtown Public Parkina Suoaly
Type Parking Spaces Size (Acres)
Off -Street Lot
Colorado/Midtown Ct Lot (A)
93
0.7
Total Off -Street Lot
93
0.7
Total On -Street
25
-
Grand Total
118
0.7
Appendix C, Page 17
Item 10: Staff Report Pg. 88 1 Packet Pg. 346 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY -
El Camino Real
Figure 12: On -Street Parking - El Camino Real
A 0 0.2 0.4 0.0
Miles
Table 8: El Camino Real Public Parking Supply
Type
Parking Spaces
Size (Acres)
PAMF Drive to Galvez St.!
Embarcadero Rd.
26
Serra St./ Park Blvd. to College Ave.
61
-
Sheridan Ave. to San Antonio Rd.
222
Total On -Street
309
-
Grand Total
309
-
City of Palo Alto Appendix C, Page 18
Item 10: Staff Report Pg. 89 Packet Pg. 347 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY
Attachment 3 - AB 2097 Relief Areas
Figure 13: AB 2097 Relief Area - Downtown/University Avenue and El Camino Real- Town and Country
t 4�iCi DowntownJUniv ,ity
;nnw�a rare���" Ave
,i' 17 5[ePPef9 c� P '� v�jJ�
de9Y �j��j(�jy S
�. El Camino ''
Palo A@n Retail Commercial Real -Tows , '
� Stody Areas -- Zoned parcels r1n 1, cou itry ; \
" AB 2097 112- Oo6ide AB St rd a,1 - \
" Mile Area 2097
er'
AB 2097
T nsit Stops
Figure 14: AB 2097 Relief Area - California Avenue
--S
♦ . y44 I
"* ____
♦ O •:� � t l l�l � pV '�IQ4i� ���� II
/eg
4.
0 0.07 0.15 0.3 0 0.07 0.15 03
A Miles AMiles
City of Palo Alto
Appendix C, Page 19
Item 10: Staff Report Pg. 90
Packet Pg. 348 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
PALO ALTO RETAIL REVITALIZATION STUDY
Figure 15: AB 2097 Relief Areas - Midtown
Figure 16: AB 2097 Relief Area - El Camino Real s
P/a
Palo Alto Pcta,' t,'z mile B I AILC•amino
�5tudy Areas �Ag Z0975R- � Reai
Co �„•
Cammeroal ' Mlle Area
_ Zo"" Parcels
outside Al,A9 p A8 2097
han,i Staps
WI
0 0.07 0.15 0.3 0 0.17 0.35 0 7
A Miles A Miles
City of Palo Alto
Appendix C, Page 20
Item 10: Staff Report Pg. 91
Packet Pg. 349 of 435
Appendix D: Existing Zoning Review and
Comparision
Introduction
A detailed review of the Palo Alto Zoning Ordinance was conducted to
review the permitted uses, development standards, and procedures. The
purpose of the analysis is to identify likely and potential constraints and
opportunities to improve the health and function of retail uses and the main
commercial retail and commercial corridors and provide recommendations
for improvement.
Zone Districts
There are five primary zone districts with several subdistricts and combined
districts layered on the base districts, as follows:
Neighborhood Commercial (CN)
The CN district is designed to create neighborhood shopping areas primarily
accommodating retail sales, personal service, eating and drinking, and office
uses of moderate size serving and compatible with the immediate
neighborhood.
Community Commercial (CC)
The CC district is designed to create major commercial centers
accommodating a wide range of uses intended to support the greater Palo
Alto and regional community identified in the General Plan.
Community Commercial 2 (CC[2])
The CC (2) subdistrict is designed to modify the site development
regulations of the CC district and has a different approval process compared
to the CC district.
Service Commercial (CS)
The CS district is designed to accommodate local and regional services that
generally require vehicular access and convenience.
Downtown Commercial (CD)
The CD district is designed to cover the entirety of downtown Palo Alto and
support a wide variety of uses to support local and regional businesses with
the following key objectives:
• Control the rate and size of commercial development
• Preserve and promote ground -floor retail
• Enhance pedestrian activity
• Create transitions from commercial to retail uses
• Preserve historic buildings
The CD district includes the following subdistricts:
• CD -C (Community)
• CD -S (Service)
• CD -N (Neighborhood)
Figure 1: Palo Alto Layers of Regulation
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Combining Districts
Retail Shopping (R)
Modifies the CN, CC, and CD districts to allow only retail, eating, and service -
oriented commercial on the ground floors.
Pedestrian Shopping (P)
Modifies the CN, CC, and CD districts to require pedestrian site design
amenities, including:
• Display windows or retail display areas
• Pedestrian arcades, recessed entryways, or any covered pedestrian
areas
• Landscaping or architectural design features
• Vehicular restriction on pedestrian areas
.....,i,iiiiii♦)........................................•..............i.f44V44
i...... (♦HY7 tt H�iiii.rl
CALIFORNIA AVE
CC - Commun
Retail
R - Retail
P - Pedestrian
PT00 - Cal Ave Cal Ave Parking
Commercial
Preservation
Shopping
Shopping
Pedestrian and Assessment
Transit Oriented District
MIDTOWN &
CN - Neighborhood
Retail
GF - Ground
P - Pedestrian
Special Regulations
0
CHARLESTON
Commercial
Preservation
Floor
Shopping
governing proxlmrty
$
SHOPPING CENTER
to Residential
L
0p W •
DOWNTOWN
CO - Dovrntown
Retail
GF - Ground
P - Pedestrian
_
(University Ave)
Commercial
Preservation
Floor
Shopping
DOWNTOWN
toum
Retai
P —Pedestrian
(Lytton)
Cctmnercial
Preservation
Shopping
TOWN & COUNTRY
CC —Community
Retail
VILLAGE
Commercial
Preserva1�on
STANFORD SHOPPING
CC —Community
Retail
CENTER
Canmercial
Preservation
Source: Streetsense
City of Palo Alto
Annn�iix D, Page 1
Item 10: Staff Report Pg. 92 Packet Pg. 350 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Ground Floor (GF)
The district provides design standards when combined with the CD -C
subdistrict and permits the uses allowed in the commercial districts and
subdistricts to promote active, pedestrian -oriented uses, with a high level
of transparency at ground level. Office not allowed.
Pedestrian and Transit Oriented Development (PTOD)
The PTOD district permits a mix of uses and densities through development
standards as well as providing context -based design criteria standards
aimed to activate and create an attractive pedestrian -level environment
along the California Avenue corridor. The objectives of the PTOD district
include:
• Supporting use of public transportation
• Encouraging a variety of housing types, commercial retail, and
limited office uses
• Encouraging context -based project design
• Requiring streetscape design elements that support pedestrian and
bike infrastructure
Definitions
Formula Retail Business
Retail, personal, or eating and drinking service that has more than 10
locations throughout the United States and are standardized in character
and function, typically known as a franchise or chain. Standardized
merchandise, menu and/or services are defined as having 50 percent or
more of in -stock merchandise from a single distributor bearing the same or
similar markings, and 50 percent or more of menu items identical in name
and presentation with other locations.
Retail Service
Retail service in Palo Alto is defined as open to the public during typical
business hours and relates to retail sale, rental, service, processing, or repair
of items intended for consumer or household use. Retail services are further
separated into two categories:
• Extensive retail service: A retail sales use that has more than 75
percent of the gross floor area used for display, sales, and related
storage.
• Intensive retail service: Any retail service use that is not defined as
extensive retail service, including limited food services such as
premade food and packaged items.
Retail -like Use
Retail services and closely related services are open to the public during
typical business hours, and include the following type of uses: eating and
drinking services, hotels, personal services, theaters, travel agencies,
commercial recreation, commercial nurseries, auto dealerships, and
daycare centers.
City of Palo Alto Annn�iix D, Page 2
Item 10: Staff Report Pg. 93 1 Packet Pg. 351 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Permitted Uses
The following table details the permitted retail uses for each district, subdistrict, and combining district.
Table 1: Permitted Uses by Area and Zone Dsitrict
PALO ALTO RETAIL ZONING STUDY
El Camino Real, Midtown
California Ave
University Ave
El Camino Real
Combining Districts
Land Use
CN(1)
CC, CC(2)
CD -C
CS
R
(ground floor use restrictions)
(Cal Ave)
GF
(ground floor use restrictions)
(Univ Ave)
PTOD
(Cal Aye)
Retail Use
Eating and Drinking Service, except drive-in or take-out
services
P
P
P
P
P
P
P
Retail Service
P
P
P
P
P
P
P
Shopping Center
P
P
Liquor Store
CUP
P
P
P
Retail -like Services
Hotel
P
P
P
P
P
Personal Services
P
PI6)
p14
P
Pie)
p13
P
Travel Agency
P
Commercial Recreation
Less than 5,000 sf
CUP)5)
CUP)5)
P(,)
CUPIS)
P
P
Over 5,000 sf
CUPI,)
CUP
P
Day Care Centers
P
P
P
P
CUP
P
Business or Trade School
P
CUP
Financial Services (no drive-in)
P
CUP
CUP
General Business Service
CUP
CUP
Learning Center (small)
CUP
CUP
Formula Retail on California Avenue
CUP
Beauty Shops, Nail Salons, Barbershops, Fitness Studios >
1,800 gfa, Small Learning Centers
(6)
(4)
Cu P
Professional, and General Business Offices
P*
P*
P
P*
Medical Offices
cur51
cur51
P
CUPS
NOTES:
California Ave R Combining District in conflict with this footnote - R Combining District doesn't list and therefore prohibits where explictly allowed with a CUP in CC(2) zone.
Conflicts between GF and underlying zone - Combining/overlay supersedes base zone.
PTOD is limited to approximately 2 small properties on/near California Ave.
FOOTNOTES:
(1) For properties in the CN and CS zone districts, businesses that operate or have associated activities at any time between the hours of 10:00 p.m. and 6:00
a.m. require a conditional use permit (CUP).
(2) Personal services, except the following on California Avenue:
Beauty shops; nail salons; Barbershops; Laundry and cleaning services as defined in Section 18.04.030(114)(B); Fitness or exercise studios exceeding 1,800
square feet in gross floor area; and Learning centers intended for individual or small group settings.
(3) Personal services, except for parcels with frontage on University Avenue, where uses defined in Section 18.04.030(114)(B), (G),(H), and (I) are not permitted.
(4) A CUP is required for the following uses when fronting on University Avenue:
(A) fitness or exercise studios, and similar uses; and
(B) learning centers intended for individual or small group settings.
(5) A CUP is not required for medical office or commercial recreation uses up to 5,000 square feet of gross floor area, with the following exceptions, for which a
CUP is always required:
(A) medical office fronting on California Avenue and in the Midtown Shopping District;
(B) commercial recreation uses fronting on California Avenue and in the Town and Country Village Shopping Center.
(6) A CUP is required for the following uses when fronting on California Avenue:
(Al fitness or exercise studios, and similar uses exceeding 1,800 square feet in gross floor area; and
(B) learning centers intended for individual or small group settings.
A CUP is required for fitness or exercise studios, and similar uses exceeding 1,800 square feet in gross floor area in Town and Country Village Shopping
Center.
(7) A CUP is not required for commercial recreation uses up to 5,000 square feet of gross floor area, with the following exceptions, for which a CUP is always
required:
(A) medical office fronting on University Avenue;
(B) commercial recreation uses fronting on University Avenue.
Per 18.16.050(a), Medical, professional, and business offices shall not be located on the ground floor, unless any of the following apply to such offices:
1. Occupy a space that was not occupied by retail services, personal services, eating and drinking services.
2. Are located in new or remodeled ground floor area built on or after March 19, 2001, if the ground floor area is devoted to housing, retail services, eating and
drinking services, personal services.
City of Palo Alto Anno�iix D, Page 3
Item 10: Staff Report Pg. 94 Packet Pg. 352 of 435
Grandfathered Uses
CN District Office Uses
In the CN district, all office uses existing as of August 1, 1989, which were
conforming permitted uses or conditional uses operating subject to a
conditional use permit and exceeding 5,000 square feet in size or 25 percent
of lot area, may remain as legal nonconforming uses and shall not require a
conditional use permit.
CS District Office Uses
In the CS district, medical, professional, or general business or
administrative office uses existing on August 1, 1989, and which, as of such
date, were lawful conforming permitted uses or conditional uses operating
subject to a conditional use permit may remain as nonconforming uses and
shall not require a conditional use permit or be subject to termination.
Development Standards
CN, CC, CC(2), CS, and CD districts have development standards for
exclusively nonresidential and mixed -use and residential. The following
table identifies the maximum size of retail establishments by type. A
comprehensive list of the development standards for the CD district can be
found in Table 4.
Table 2: Maximum Size of Retail Establishment by Type
Maximum Size of Establishment (sq ft)
Type of Establishment
CN
CD
Personal Services
3,000
3,000
Retail Services, except grocery stores
15,000
15,000
Grocery Stores
20,000
20,000
Eating and Drinking Services
5,000
5,000
Neighborhood Business Services
3,000
-
Retail Preservation Ordinance 18.40.180
(Relevant portions excerpted)
1. Conversion of Retail and Retail -Like Uses Prohibited.
a. Any ground floor Retail or Retail -Like use permitted or operating as
of March 2, 2015, may be replaced only by another Retail or Retail -
Like use, as permitted in the applicable district.
2. Non -conforming Uses.
a. The requirements imposed by the retail ordinance do not apply to
Retail or Retail -like uses that are no longer permitted or
conditionally permitted in the applicable district.
3. Waivers and Adjustments; and Exemptions.
a. Economic Hardship. An applicant may request that the
requirements of this section be adjusted or waived based on a
showing that applying the requirements of this section would force
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
an unconstitutional taking of property or otherwise have an
unconstitutional application to the property; or
b. Alternative Viable Active Use. Except in the GF or R combining
districts, an applicant may request that the requirements of the
retail ordinance be adjusted or waived based on a showing that: the
permitted retail or retail -like use is not viable; the proposed use will
support the purposes of the zoning district and Comprehensive Plan
land use designation, and the proposed use will encourage active
pedestrian -oriented activity and connections.
4. Exemptions.
a. A 100% affordable housing project not within the Ground Floor (GF)
and/or Retail (R) combining districts or on a site abutting El Camino
Real (households with income levels at or below 120% of the area
median income).
b. A 100% affordable housing project on a site abutting El Camino Real
in the CN and CS zone districts outside the Retail (R) combining
district(households with income levels at or below 120% of the area
median income and where the average household income does not
exceed 80% of the area median income level).
c. A high -density residential or mixed -use project in the CS zone
district, but not within the Ground Floor (GF) or Retail (R) combining
districts, shall be required to replace only 1,500 square feet of an
existing retail or retail -like use. For the purposes of this partial
exemption, high -density shall mean 30 or more dwelling units per
acre.
d. Reconstruction. Any ground floor Retail use existing on or after
March 2, 2015 may be demolished and rebuilt provided that the
portion of square footage used as Retail use on or after March 2,
2015 is not reduced except that Retail square footage may be
reduced by the minimum amount needed to provide access to any
new upper floor and/or lower level.
City of Palo Alto Annn�iix D, Page 4
Item 10: Staff Report Pg. 95 1 Packet Pg. 353 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
Parking Requirements
Table 3: Minimum Off -Street Parking Requirements by Use
Minimum Off -Street Parking Requirements
Minimum Off -Street Parking Requirements for Parking
Assessment Districts
Use
Vehicle Parking Requirement (# of spaces)
For Downtown University Avenue Parking Assessment
District:
All uses (except residential)
1 per 250 sf
For California Avenue Parking Assessment District:
Retail Uses'
Intensive
1 per 200 sf of gross floor area
1 per 240 sf of gross floor area
Extensive
1 per 350 sf of gross floor area
1 per 350 sf of gross floor area
Open lot
1 space for each 500 sf of sales, display, or storage site area
1 for each 500 sf of sales, display, or storage site area
Eating and Drinking Services
With drive-in or take-out
facilities
3 per 100 sf of gross floor area
3 per 100 sf of gross floor area
All others
1 space for each 60 gross sf of public service area, plus 1 space
for each 200 gross sf for all other areas.
1 per 155 sf of gross floor area
Personal Services
1 per 200 sf of gross floor area
1 per 450 sf of gross floor area
Hotel/Motel/Inn
1 space per guestroom; plus the applicable requirement for
eating and drinking, banquet, assembly, commercial or other as
required for such uses, less up to 75% of the spaces required for
guestrooms, upon approval by the director based on a parking
study of parking generated by the mix of uses.
'For residential mixed -use developments in the CD -C zone, CC(2) zone, on CN and CS zoned sites abutting El Camino Real, and on CS zoned sites abutting San Antonia Road between Middlefield Road and East
Charleston Road, the first 1,500 square feet of ground -floor retail uses shall not be counted toward the vehicle parking requirement.
Parking Regulations for CD Assessment District 18.52.070
(Relevant portions excerpted)
On -site parking
1. On -Site Parking Requirement
a. Any new development, addition, or any use of any floor area that has
never been assessed under any Bond Plan G financing pursuant to
Title 13, shall provide one parking space for each 250 gross square
feet of floor area.
2. Exceptions
a. Square footage for handicapped access, which does not increase the
usable floor area, and square footage for at or above grade parking,
though such square footage is included in the FAR calculations
b. A conversion to commercial use of a historic building shall be exempt
from the on -site parking requirement in subsection provided that the
building is fifty feet or less in height and has most recently been in
residential use. Conversion must not eliminate any existing on -site
parking.
Vacant parcels shall be exempt from the requirements at the time
when development occurs. Development shall be exempt to the
extent of 0.3 parking spaces 1,000 square feet of site area, provided
that such parcels were at some time assessed for parking under a
Bond Plan E financing or were subject to other ad valorem
assessments for parking.
Off -site parking
1. Must be within a reasonable distance of the site using it or, if the site is
within an assessment district, within a reasonable distance of the
assessment district boundary and approved in writing by the director of
planning and community environment. Any development occurring on
the site where parking is provided shall not result in a net reduction of
parking spaces provided, considering both the parking previously
provided and the parking required by the proposed use.
In -lieu parking
In connection with any expansion of the supply of public parking spaces
within the CD commercial downtown district, the city shall allocate a
number of spaces for use as "in -lieu parking" spaces to allow
development to occur on sites which would otherwise be precluded from
development due to parking constraints imposed by this chapter. Off -site
parking on such sites may be provided by payment of an in -lieu monetary
contribution to the city to defray the cost of providing such parking.
Criteria to be eligible for in -lieu parking program:
a. On site parking would impact historic structure
b. Site is >10,000 sf
c. Site is located in an area where curb cuts are prohibited
d. Physical constraints
City of Palo Alto Anno�iix D, Page 5
Item 10: Staff Report Pg. 96 1 Packet Pg. 354 of 435
Item 10
Attachment C - Final Retail N STUDY
Revitalization Report (May 2024)
Table 4: Palo Alto Zoning Comparison Matrix - Santa Monica and Los Altos
SANTA MONICA
ZONING STANDARD/
Downtown Community Plan
Mixed -use and Commercial Districts
ft
APPROACH PALO ALTO
(Bayside Conservation - V Street Promenade)
(Neighborhood Commercial)
LOS ALTOS
1
Level of regulation — Zone Districts
Downtown Districts
Zone Districts
Zone Districts
Zone Districts • Downtown Commercial (CD)
• Bayside Conservation (BC) —Third Street
• Neighborhood Commercial (NC)
• Commercial Downtown (CD)
• Neighborhood Commercial (CN)
Promenade Area
• Main Street
• Commercial Retail Sales (CRS)
• Community Commercial (CC)
• Mixed -Use Boulevard (MUB)
• Pico Boulevard
• Commercial Retail Sales/Office (CRS/OAD)
• Community Commercial 2 (CC[2])
• Neighborhood Village (NV)
• Ocean Park Boulevard
• Service Commercial (CS)
• Transit Adjacent (TA)
• Montana Avenue
• Ocean Transition (OT)
Mixed -Use Boulevard Low (MUBL)
• Wilshire Transition (WT)
Mixed -Use Boulevard (MUB)
• Lincoln Transition (LT)
General Commercial (GC)
Design Guidelines
2
Overlay Districts Combining Districts
Neighborhood Conservation (NC)
Loyola Corners Specific Plan (LCSP)
• Retail Shopping (R)
• Purpose of identifying, conserving, maintaining, strengthening, and enhancing a neighborhood's
LC/SPZ overlay (14.42) applies to CN zoned areas
• Pedestrian Shopping (P)
cohesive and distinctive architectural or physical characteristics.
surrounding Miramonte Ave and Fremont Ave.
• Ground Floor (GF)
Off -Street Parking (A)
Special requirements in addition to base zoning.
Pedestrian and Transit Oriented Development
• Intended to provide adequate parking facilities to support important commercial corridors and
• Certain restrictions on expansion of existing
(PTOD)
neighborhood commercial areas.
office/administrative and retail uses under a
master use permit
• Parking requirements encourage of non-
conforming uses to turn over to conforming
uses
• Ground floor retail uses encouraged in
LC/SPZ overlay through restricting new net
square footage of other ground floor uses
City of Palo Alto ppendix D, Page 6
Item 10: Staff Report Pg. 97 1 Packet Pg. 355 of 435
Item 10
Attachment C - Final Retail N STUDY
Revitalization Report (May 2024)
ZONING STANDARD/
SANTA MONICA
Downtown Community Plan
Mixed -use and Commercial Districts
#
APPROACH PALO ALTO
(Bayside Conservation - 3'a Street Promenade)
(Neighborhood Commercial)
LOS ALTOS
3
Ground floor use Combining Districts
• Restaurants, bars/nightclubs/lounges, car
Active Ground Floor Use and Design 9.11.030(A)
Active Uses
regulations/restrictio • Ground Floor (GF) - The district provides
showrooms, offices, personal services,
Active Use Requirement
• Active uses and active ground floor uses are
ns design standards when combined with the CD-
food and beverage sales, and instructional
• Active use requirements on the ground floor
required/encouraged in certain commercial
C subdistrict and permits the uses allowed in
services allowed with CUP or specific
street frontage on Main Street and Montana
districts.
the commercial districts and subdistricts to
limitations.
Ave.
• Design guidelines to promote active ground
promote active, pedestrian -oriented uses,
• Office and residential limited to upper
• Cultural facilities;
floor (e.g. transparency requirements)
e. uses
with a high level of transparency at ground
floors or behind ground floor tenants.
Food and beverage sales;
Sites over 5,000 sq. ft. with existing retail or
level.
• Franchise restaurants (+150 locations)
• Eating and drinking establishments;
restaurant space on the ground floor must
• Prohibitsground floor office Downtown
prohibited on theground floor.
retain the existing sq. ft. of those uses (CD
and Midtown unless grandfathered.
• Grooming and pet stores;
district)
• Retail Shopping (R) - Modifies the CN, CC, and
• Banks and credit unions;
• Office uses restricted to upper floors (CN,
CD districts to allow only retail, eating, and
• Business services;
except for new development)
service -oriented commercial on the ground
• Commercial entertainment, recreation,
• Housing restricted to upper floors (CD,
floors.
and Instructional Services;
CRS/OAD districts)
• Prohibits ground floor office on California
• General personal services and personal
• Trade schools restricted to upper floors (CRS,
Ave.
physical training;
CRS/OAD districts)
Retail Preservation Ordinance (RPO) (18.40.180)
• General retail sales; and
• Certain uses restricted on ground floor on
• Any ground floor Retail or Retail -Like use
• Childcare facilities.
Main Street or State Street (CRS district)
permitted or operating as of March 2, 2015,
Active Commercial Design
• Minimum ceiling height on ground floor to
may be replaced only by another Retail or
Retail -Like use, as permitted in the applicable
• Design standards (i.e., facade) for ground floor
promote active uses (CT, CD/R3 districts)
district.
street frontage active uses.
• Retail expansion limited, but more
Pedestrian -Oriented Design
encouraged than office/administrative uses
in LC/SPZ overlay district
• Design standards to improve the ground floor
level environment for pedestrians.
City of Palo Alto 4ppendix D, Page 7
Item 10: Staff Report Pg. 98 1 Packet Pg. 356 of 435
Item 10
Attachment C - Final Retail N STUDY
Revitalization Report (May 2024)
SANTA MONICA
ZONING STANDARD/
Downtown Community Plan
Mixed -use and Commercial Districts
#
APPROACH PALO ALTO
(Bayside Conservation - Street Promenade)
(Neighborhood Commercial)
LOS ALTOS
4
Change of Use/ Change from retail use prohibited in Ground Floor
Minor Use Permits and Conditional Use Permits (9.41)
Certain districts allow commercial expansion only
Intensification (GF) and Retail Shopping (R) combining districts.
• All Minor Use or Conditional Use Permits must meet the following criteria:
under specific circumstances or of specific sizes.
process
• The proposed use is conditionally allowed within the applicable Zoning District and complies
Certain districts encourage turn -over of non-
with all other applicable provisions of this Ordinance and all other titles of the Municipal Code.
conforming uses in active use areas.
• The proposed use is consistent with the General Plan and any applicable specific plan.
• The subject parcel is physically suitable for the type of land use being proposed.
• The proposed use is compatible with any of the land uses presently on the subject parcel if the
land uses are to remain.
• The proposed use is compatible with existing and permissible land uses within the district and
the general area in which the proposed use is to be located (e.g. size, intensity, hours of
operation, number of employees, or the nature of the operation).
• The physical location or placement of the use on the site is compatible with the surrounding
neighborhood.
• No significant environmental impacts
• Not deemed detrimental to the public interest, health, safety, convenience, or general welfare.
5
Retail Definition Retail Service
Retail Sales Use Classification 9.51.030
Retail Uses
Retail service in Palo Alto is defined as open to the
• General Retail Sales, Small -Scale. The retail sale or rental of merchandise not specifically listed
Defined as: uses that predominantly sell products
public during typical business hours and relates to
under another use classification. This classification includes retail establishments with 25,000
rather than services, directly to the public, and
retail sale, rental, service, processing, or repair of
square feet or less of sales area; including department stores, clothing stores, furniture stores, pet
generally for consumer or household use. Retail
items intended for consumer or household use.
supply stores, small hardware, and garden supply/nurseries stores (with 10,000 square feet or less
uses are designed to attract a high volume of walk -
Retail services are further separated into two
of floor area), and businesses retailing goods including, but not limited to, the following: toys,
in customers and have floor space that is devoted
categories:
hobby materials, handcrafted items, jewelry, cameras, photographic supplies and services
predominantly to the display of merchandise to
• Extensive retail service: A retail sales use that
(including portraiture and retail photo processing), medical supplies and equipment, pharmacies,
attract customers. Retail businesses may also
has more than 75 percent of the gross floor
electronic equipment, sporting goods, kitchen utensils, hardware, appliances, antiques, art
provide incidental after -sales services, such as
area used for display, sales, and related
galleries, art supplies, and services, paint and wallpaper, carpeting and floor covering, office
repair and installation, for the goods sold.
storage.
supplies, bicycles, video rental, and new automotive parts and accessories (excluding vehicle
• "Extensive retail" as used with respect to
• Intensive retail service: Any retail service use
service and installation). Retail sales may be combined with other services such as office machines,
parking requirements, means a retail use
that is not defined as extensive retail service,
computers, electronics, and similar small -item repairs.
primarily selling large commodities such as
including limited food services such as
• General Retail Sales, Medium -Scale. Retail establishments with more than 25,000 square feet -
home or office furniture, floor coverings,
premade food and packaged items.
80,000 square feet of sales area.
stoves, refrigerators, other household
Retail -like Use
• General Retail Sales, Large -Scale. Retail establishments with over 80,000 square feet of sales area.
electrical and gas appliances, including
televisions and home sound systems, and
Retail services and closely related services are open
outdoor furniture, such as lawn furniture,
to the public during typical business hours, and
movable spas and hot tubs.
include the following types of uses: eating and
drinking services, hotels, personal services, theaters,
i "Intensve retail" as used with respect to
travel agencies, commercial recreation, commercialparking
requi rements, means any retail use
nurseries, auto dealerships, and daycare centers.
not defined as an extensive retail use.
City of Palo Alto ppendix D, Page 8
Item 10: Staff Report Pg. 99 1 Packet Pg. 357 of 435
Item 10
Attachment C - Final Retail N STUDY
Revitalization Report (May 2024)
SANTA MONICA
ZONING STANDARD/
Downtown Community Plan
Mixed -use and Commercial Districts
#
APPROACH PALO ALTO
(Bayside Conservation - Street Promenade)
(Neighborhood Commercial)
LOS ALTOS
6
Approval Processes Review Procedures —Summary (18.77.050)
Administrative Approval (9.39)
Design and Transportation Review —Multiple -
(ministerial, principal • Variance, Conditional Use Permits, and
Required for non -housing projects of more than 1,000 square feet, all new construction, and new additions
Family, Public and Community Facilities, Office
permitted use, CUP, Neighborhood Preservation Exception
to existing buildings that do not exceed the following:
and Administrative, and Commercial Districts
Special Permits, Staff - Review
• Tier 1 maximum limits;
(14.78)
variances, deviations)
• Director —Tentative Decision
• In Neighborhood Commercial and Oceanfront Districts, 7,500 square feet;
• Staff level review (Director or designee); or
Planning Commission review if larger than
• Planning Commission — Hearing and
• In the Pico Neighborhood Area 7,500 square feet.
500 sq. ft., 50% increase in size, or increasing
Recommendation (upon request)
Chapter 9.40 Development Review
height.
• City Council — Final Decision (upon
Intended to allow the construction of certain projects for which the design and siting could result in an
• Director can require administrative design
request)
adverse impact on the surrounding area.
review based on special circumstances.
• Major Architectural Review
Required if the following thresholds are met:
Multimodal transportation review (14.78.090)
• Architectural Review Board - Hearing and
• Tier 1 maximum limits;
• Required for projects subject to Planning
Recommendation
• In Neighborhood Commercial and Oceanfront Districts, 7,500 square feet;
Commission design review
• Director— Decision
• In the Pico Neighborhood Area 7,500 square feet.
• Complete Streets Commission review at
• City Council — Final Decision on Appeal
Chapter 9.42 Variances
public meeting and recommendation to
• Minor Architectural Review
• Mechanism for relief from the strict application of zoning code where it will deprive the property
Planning Commission
• Staff — Tentative Decision
owner of privileges enjoyed by similar properties because of the subject property's unique and
Variances (14.78.070)
• Architectural Review Board - Hearing and
special conditions.
• Variances reviewed by Planning Commission
Recommendation (upon request)
• Property owner must provide required findings to prove special conditions.
at public hearing based on special
• Director— Decision (if ARB hearing is
Waivers (9.43.40)
circumstances of the property
requested)
Waiver may be granted from the following requirements.
Use Permits (14.80)
• City Council — Final Decision on Appeal
• Upper -story stepbacks.
• Director or designee initial review
• Build -to lines.
• Use permits reviewed by Planning
Commission at public hearing
• Active commercial design standards, including transparency.
• Appeals or call-ups to City Council
• Active use requirement.
• Unit mix.
• Pedestrian -oriented design standards
7
Approving Authority New construction (permitted uses)
• Zoning Conformance Review — Director
• Conditional Use Permit — Planning
& Approval Times • Director — Varies
• Administrative Approval — Director
Commission
(Ministerial/Building New construction (CUP uses)
• Conditional Use Permit — Planning Commission
• Design & Transportation review (minor) —
department, Planning
Director
Staff, PC, City Council) • Director — Varies
• Development Review Permit — Planning Commission
Major remodeling/tenant improvement
• Minor Use Permit — Director Hearing (Zoning Administrator)
• Design & Transportation review (major) —
Planning Commission (with Complete Streets
• Director — Varies
• Temporary Use Permit — Director
Commission recommendation)
Minor changes
• Minor Modification — Director
• Temporary Use Permit — Director
• Director — 6+ Months
• Major Modification — Director Hearing - (Zoning Administrator)
• Variance — Planning Commission
New signage/signage change
• Waiver — Director Hearing (Zoning Administrator)
• Director — 6+ months
• Variance — Planning Commission
City of Palo Alto ppendix D, Page 9
Item 10: Staff Report Pg. 100 Packet Pg. 358 of 435
Item 10
Attachment C - Final Retail N STUDY
Revitalization Report (May 2024)
ZONING STANDARD/
SANTA MONICA
Downtown Community Plan
Mixed -use and Commercial Districts
#
APPROACH PALO ALTO
(Bayside Conservation - 3rdStreet Promenade)
(Neighborhood Commercial)
LOS ALTOS
8
Permitted Uses Downtown Commercial (CD -C)
Bayside Conservation (BC) - Third Street
Neighborhood Commercial (NC) — Main St, Pico Blvd,
Commercial Retail Sales (CRS) — Main St, State St
Retail Use
Promenade Area
Montana Ave
• Business, professional, and trade schools
• Eating and Drinking Services, except drive-in
Commercial Uses
Commercial Uses
• Office -administrative services
or take-out services
• Animal Care, Sales, and Services
• Eating and Drinking Establishments
• Personal services
• Retail Service
• Grooming and Pet Stores
• Restaurants, Full -Service, Limited Service &
• Private clubs, lodges, or fraternal
• Shopping Center
• Commercial Entertainment and Recreation
Take -Out (2,500-5,000 square feet and
organizations
• Liquor Store
• Cinemas & Theaters
smaller, including Outdoor Dining and
• Restaurants, excluding drive -through services
Seating)
Retail -like Services
• Convention and Conference Centers
• Retail
• Hotel
• Eating and Drinking Establishments
• Cocktail lounges
• Personal Services
• Food Hall (up to 175 seats)
• Uses which are determined by the
• Commercial Recreation — Day Care Centers
• Food and Beverage Sales
community development director to be of
• Business or Trade School
• Farmer's Market
the same general character
• Financial Services (no drive-in)
• Liquor Stores
• Professional, and General Business Offices
• Lodging
• Medical Offices
• Bed and Breakfast
Community Commercial (CC, CC(2))
• Hotels and Motels
Retail Use
• Personal Services
• Eating and Drinking Service, except drive-in or
• General Personal Services
take-out services
• Retail Sales
• Retail Service
• General Retail Sales, Small- and
• Shopping Center
Medium -Scale
• Liquor Store
Retail -like Services
• Hotel
• Personal Services
• Commercial Recreation — Day Care Centers
Professional, and General Business Offices
City of Palo Alto Afpendix D, Page 10
Item 10: Staff Report Pg. 101 1 Packet Pg. 359 of 435
Item 10
Attachment C - Final Retail N STUDY
Revitalization Report (May 2024)
ZONING STANDARD/
SANTA MONICA
Downtown Community Plan
Mixed -use and Commercial Districts
#
APPROACH PALO ALTO
(Bayside Conservation - 3rdStreet Promenade)
(Neighborhood Commercial)
LOS ALTOS
9
Conditional/ Downtown Commercial (CD -C)
Bayside Conservation (BC) - Third Street
Neighborhood Commercial (NC) — Main St, Pico Blvd,
Commercial Retail Sales (CRS) — Main St, State St
Limited Uses Retail -like Services
Promenade Area
Montana Ave
• New building>7,000 sf
• Commercial Recreation — Over 5,000 sf
Commercial Uses
Commercial Uses
• Commercial recreation
• General Business Service
• Automobile/Vehicle Sales and Service
• Eating and Drinking Establishments
• Day care centers
Community Commercial (CC, CC(2))
• Automobile Rental L(10)
• Restaurants, Full -Service, Limited Service &
• Hotels
Retail -like Services
• New Automobile/Vehicle Sales and
Take -Out (greater than 5,000 square feet,
Housing
Leasing L(8), L(5)
including Outdoor Dining and Seating)
• Commercial Recreation - Less than 5,000 sf (10)(11)
Medical and dental clinics or offices >5,000 sf
Medical Offices
Business Services L(15)
• Food Hall (up to 175 seats)
• Uses which are determined by the planning
• Commercial Entertainment and Recreation
commission to be of the same general
• Large -Scale Facility L(21)
• Food and Beverage Sales
character.
• Small -Scale Facility L(5)
Convenience Market
• Eating and Drinking Establishments
Farmers Markets
• Bars/ Nightclubs/ Lounges
General Market L(12)
• Restaurants, Full -Service, Limited
Liquor Stores
Service & Take -Out (2,500 square feet
• Instructional Services L(17)
and smaller, including Outdoor Dining
• Live -Work L(14)
and Seating) L(22)
• Maintenance and Repair Services L(2)
• Restaurants, Full -Service, Limited
• Nurseries and Garden Centers L(17)
Service & Take -Out (2,501-5,000
• Offices
square feet and smaller, including
Outdoor Dining and Seating) L(22)
Business and Professional L(21)
• Restaurants, Full -Service, Limited
• Creative L(21)
Service & Take -Out (greater than
• Medical and Dental L(21)
5,000 sq ft, including Outdoor Dining
• Walk -In Clientele L(21)
and Seating) L(22)
• Retail Sales
• Food and Beverage Sales
• General Retail Sales, Small -Scale L(2)
• Convenience Market
• General Market
• Instructional Services L(1), L(5)
• Live -Work L(1), L(13)
• Offices
• Business and Professional L(1)
• Creative L(1)
• Walk -In Clientele L(1)
• Personal Services
• Physical Training L(17), L(5)
City of Palo Alto AfpendixD, Page 11
Item 10: Staff Report Pg. 102 Packet Pg. 360 of 435
Item 10
Attachment C - Final Retail N STUDY
Revitalization Report (May 2024)
SANTA MONICA
ZONING STANDARD/
Downtown Community Plan
Mixed -use and Commercial Districts
#
APPROACH PALO ALTO
(Bayside Conservation - 3'a Street Promenade)
(Neighborhood Commercial)
LOS ALTOS
10
Major remodeling/ N/A
Major Modifications (9.43.030)
N/A
tenant improvement
• For uses permitted by right or by discretionary review.
process, limits
• May be granted relief on no more than 2 of the following.
• Setbacks
• Build -To Line
• Parcel Coverage
• Height
• Ground Floor (Floor -to -Floor) Height
• Landscaping. Up to 10% of the required landscaping
• May not be granted for the following.
• Parcel area, width, or depth;
• Maximum number of stories;
• Minimum or maximum number of required parking spaces;
• Residential density; or
• Maximum floor area ratio (FAR).
11
Minor change Design Enhancement Exception (DEE)
Minor Modifications (9.43.020)
N/A
process, • Granted to site development and parking and
• For uses permitted by right or by discretionary review.
requirements loading requirements to enhance the design
• May be granted relief on no more than 2 of the following.
of commercial development — subject to•
Setbacks
architectural review.
• Build -To Line
• Design enhancement include minor
architectural elements and design features.
• Parcel Coverage
• Exceptions limited to minor changes to the
Height
setback, daylight plane, height, lot coverage,
• Transparency
parking lot design and landscaping
• Parking, Loading, and Circulation
configuration, and additional flexibility in the
• Outdoor Living Area
required proportion between private and
• Bicycle Parking
common open space.
• Parcel Lines
• May not be granted for the following.
• Parcel area, width, or depth;
• Maximum number of stories;
• Minimum or maximum number of required parking spaces;
• Residential density; or
• Maximum floor area ratio (FAR).
City of Palo Alto Afpendix D, Page 12
Item 10: Staff Report Pg. 103 1 Packet Pg. 361 of 435
Item 10
Attachment C - Final Retail N STUDY
Revitalization Report (May 2024)
ZONING STANDARD/
SANTA MONICA
Downtown Community Plan
Mixed -use and Commercial Districts
#
APPROACH PALO ALTO
(Bayside Conservation - 3rdStreet Promenade)
(Neighborhood Commercial)
LOS ALTOS
12
New signage process, Signs (16.20)
Signs (9.61)
Signs on Private Property (Chapter 14.68)
requirements • Design review required by Architectural
• Sign Permit application requirements include:
• Initial review by Director. Successive reviews:
Review Board.
• Site Plan.
(1) Staff (2) Architectural and Site Review
• Master sign program for multiple signs aspart
P g P
Existing Building Elevation.
Committee and/or Board of Adjustments (3)
of one building project.
Planning Commission (4) City Council
• Prohibited signs include flashing or moving
• Proposed Building Elevations.
• Master Sign Program required for all multiple
signs and roof signs that have not been
• Sign Illustration,
tenant sites, nonresidential projects and
p 1
grandfathered.
• Sign permit application reviewed by The Secretary of the Architectural Review Board
buildings
• Signs are prohibited on public property.
• The Planning and Community Development Director can administratively approve sign permits if
• Regulations vary by district.
• Specific requirements for fuel price signs,q
the type of sign is permitted.
• Sign Permit not required for certain sign face
freestanding signs, wall signs, projecting signs,
• Prohibited signs include:
changes, wayfinding/informational signs
and awning signs.
• Animated signs
• Prohibited signs: animated, upper floors,
• Emitting signs
emitting, billboards, A -frames (unless
• Miscellaneous signs
permitted in Downtown Outdoor Display
Permit Guidelines)
• Paper, Cloth, or Plastic Streamers and Bunting
• Digital signs permitted in windows of stores
• Total sign area regulated by District.
in the downtown commercial district under
• Provisions for portable signs and upper -level signs in the Bayside Conservation District (Third Street
certain circumstances
Promenade).
City of Palo Alto Afpendix D, Page 13
Item 10: Staff Report Pg. 104 1 Packet Pg. 362 of 435
Item 10
Attachment C - Final Retail N STUDY
Revitalization Report (May 2024)
ZONING STANDARD/
SANTA MONICA
Downtown Community Plan
Mixed -use and Commercial Districts
#
APPROACH PALO ALTO
(Bayside Conservation - Street Promenade)
(Neighborhood Commercial)
LOS ALTOS
13
Parking strategy - Parking Regulations for CD Assessment District
• No minimum off-street parking
Parking, Loading, and Circulation (9.28.40)
Off -Street Parking and Loading (Chapter 14.74)
minimum (18.52.070)
requirements for all land uses within the
• Projects Outside of One -Half Mile of a Major
• Regulations vary for commercial vs.
requirements? Minimum Off -Street Parking Requirements
Downtown Community Plan area.
Transit Stop (minimum parking required)
residential uses in districts which allow
• Retail Uses
• Retail Sales (Maximum parking allowed)
• Retail, less than 2,500 sq. ft.- 1 space per
mixed -use
• Intensive -1 per 200 sf of gross floor area
• 5,000 SF or less =1 space per 500 SF
300 sq. ft.
• Public Parking District: allows participating
• Extensive -1 per 350 sf of gross floor area
• 5,001 SF or more =1 space per 300 SF
• Retail, 2,500 — 5,000 sq. ft. -1 space per
properties not to require parking for new or
300 sq. ft.
changed uses for the first 1.0 of floor area
• Open Lot 1 space for each 500 sf of
ratio. Parking required if square footage
sales, display, or storage site area.
• Retail, 5,000 sq. ft. or more 1 space per
p
exceeds lot area.
Minimum Off -Street Parking Requirements for
300 sq. ft.
• If not subject to Public Parking District
Parking Assessment Districts
Projects Within One -Half Mile of a Major
regulations the following ratios apply:
• Retail Uses
Transit Stop: no minimum parking required.
• Intensive -1 per 240 sf of gross floor area
• Location of Parking for Mixed- Use and
• Office: /300
• Commercial
Nonresidential Districts above ground
• Extensive -1 per 350 sf of gross floor area
restricted to Interior Side and Rear Setbacks
Intensive: 1/200
• Open Lot -1 space for each 500 sf of
and Rooftops except in Neighborhood
Extensive: 1/500
sales, display, or storage site area.
Commercial Districts.•
Bars, cafes, nightclubs, restaurants: 1 per
• Provisions for required setbacks, openings, and
3 employees and 1 per 3 seats
parking podium heights for subterranean and
• Assembly/recreation uses: varies
semi -subterranean parking structures.
• Residential (in mixed -se commercial
• All off-street parking spaces associated with
district): depending on size, and 1
new nonresidential projects in the
per
visitor r 4 units 4
Neighborhood Commercial District require
unbundled parking.
City of Palo Alto Afpendix D, Page 14
Item 10: Staff Report Pg. 105 Packet Pg. 363 of 435
Item 10
Attachment C - Final Retail N STUDY
Revitalization Report (May 2024)
SANTA MONICA
ZONING STANDARD/
Downtown Community Plan
Mixed -use and Commercial Districts
#
APPROACH PALO ALTO
(Bayside Conservation - Street Promenade)
(Neighborhood Commercial)
LOS ALTOS
14
Improvement Palo Alto Downtown Business Improvement
Downtown Santa Monica, Inc.
• Improvement district mechanism in place for
Districts District
• Bayside and Downtown Mall Operations & Maintenance District
neighborhoods, however this seems to have
(BID/Promotion/
• Central Business District - Business Promotion Assessment
limited applications.
Economic
Development
P
•Colorado Avenue Property Based Assessment District PBAD Overlay Zone
• Downtown BID feasibility study considered in
2018, but not ultimately funded.
Programs/
• Downtown Santa Monica Property -Based Assessment District (PBAD)
Departments)
• Lincoln Boulevard Property -Based Assessment District
Main Street
• Main Street Business Assessment
• Main Street Light and Sidewalk Cleaning Assessment Area
Montana Avenue
• Montana Avenue Assessment
Pico Boulevard
• Pico Boulevard Assessment
Santa Monica Alliance
The Santa Monica Alliance is a collaborative effort of the City of Santa Monica and the Santa Monica
Chamber of Commerce dedicated to nurturing a vibrant, healthy, and profitable business climate in Santa
Monica working to attract, retain, and to help grow Santa Monica businesses.
15
Housing - allowed? • Residential not allowed in Ground Floor (GF)
• Residential limited to upper floors on Third
• Residential limited to upper floors for parcels
Varies by district:
Min. max.; or Retail (R) Combining districts.
Street Promenade.
located on Main Street, Montana Avenue, Pico
• CD/R3: Permitted use
encouraged? • 100% affordable housing projects are exempt
• If development is approved above the
Boulevard, and Ocean Park Boulevard.
. CN and CT: Mixed -use residential
from the Retail Preservation Ordinance, but
base FAR and height, it must be
Permitted on all floors for all other parcels.
conditionally permitted
can't be within the Ground Floor (GF) and/or
accompanied by a range of community
• CD, CRS, CRS/OAD: Residential above ground
Retail (R) combining districts or on a site
benefits from 4 priority categories:
floor conditionally permitted
abutting El Camino Real.
Affordable Housing, Trip Reduction and
Traffic Management, Community Physical
• Not permitted in LC/SPZ
Improvements, and Social and Cultural
Facilities.
City of Palo Alto Afpendix D, Page 15
Item 10: Staff Report Pg. 106 Packet Pg. 364 of 435
Item 10
Attachment C - Final Retail N STUDY
Revitalization Report (May 2024)
ZONING STANDARD/
SANTA MONICA
Downtown Community Plan
Mixed -use and Commercial Districts
#
APPROACH PALO ALTO
(Bayside Conservation - 3'a Street Promenade)
(Neighborhood Commercial)
LOS ALTOS
16
Formula (i.e. Conditional use permit required for formula retail
Regulations in place before the pandemic.
N/A
No limit on chain stores in our downtown area. The
Franchise) retail business in a R -Combining district - five required
Restaurant, Limited -Service, and Take -Out
City doesn't have chain stores in the downtown
regulations additional findings,
establishments with frontage on the Third Street
currently. They would like to attract some through
Formula retail business - one often (10) or more
Promenade are prohibited if:
new redevelopment projects in downtown to help
business locations in the United States.
• More than 150 locations nationwide; and
facilitate some bigger companies and retailers to
come to town which will in turn support the other
• Restaurants where orders are placed at a
businesses.
walk-up window, counter, or machine;
payment prior to food consumption; and
food served with disposable, one-time, or
limited -use wrapping, containers, or
utensils.
• Regulation in place for 5 years and can be
updated or continued after that by council
approval.
Neighborhood Commercial NC
(2) Limitation shall only apply to new construction and alterations to existing buildings that result in a combination or enlargement of tenant spaces: Limited to facilities with no more than 7,500 square feet of floor area and/or 40 linear feet of ground floor street
frontage; greater area and/or width requires approval of a Conditional Use Permit.
(10) Limited to restaurants with 50 or fewer seats.
(11) Limited to 2 restaurants greater than 5,000 square feet per block along Main Street. A block is defined as both sides of Main Street and the adjacent sides of adjoining side streets. Portions of Main Street to be designated a "block" for the purpose of this Section
are as follows:
• Block 1: South City limits to Marine Street.
• Block 2: Marine Street to Pier Avenue.
• Block 3: Pier Avenue to Ashland Avenue.
• Block 4: Ashland Avenue to Hill.
• Block 5: Hill to Ocean Park Boulevard.
• Block 6: Ocean Park Boulevard to Hollister Avenue (total of 4 restaurants and bars permitted in this block). Block 7: Hollister Avenue to Strand.
• Block 8: Strand to Pacific.
• Block 9: Pacific to Bicknell.
• Block 10: Bicknell to Bay.
• Block 11: Bay to Pico Boulevard.
(12) General markets greater than 15,000 square feet require a Conditional Use Permit. In the Neighborhood Commercial District, establishments shall not exceed 25,000 square feet of floor area.
(14) If the commercial use requires a MUP or CUP, an application shall be required in accordance with Chapter 9.41. Even if the commercial use would otherwise be permitted, no such use shall be approved where, given the design or proposed design of the live -work
unit, there would be the potential for adverse health impacts from the proposed use on the people residing in the unit. An example of a potential health impact is the potential for food contamination from uses that generate airborne particulates in a unit with an
unenclosed kitchen.
(17) Limitation shall only apply to new construction and alterations to existing buildings that result in a combination or enlargement of tenant spaces: No individual tenant space in the NC District shall occupy more than 7,500 square feet of floor area and/or exceed
50 linear feet of ground floor street frontage without the approval of a Conditional Use Permit.
(21) Permitted if within buildings existing as of July 24, 2015, subject to the active use requirement set forth in Section 9.11.030)A))1), except:
• All new construction, including new additions of 50% or more additional square footage to an existing building at any one time, or incrementally, after the effective date of this Ordinance, requires approval of a Conditional Use Permit.
City of Palo Alto AfpendixD, Page 16
Item 10: Staff Report Pg. 107 1 Packet Pg. 365 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
• In the NC District, ground floor, street -fronting, tenant space occupied by non -media production, support facility uses shall not be changed to an individual office use or media production, support facility use occupying more than
12,500 square feet of floor area and/or exceeding 75 linear feet of street frontage without the approval of a Conditional Use Permit.
• In the NC District, no non -medical or non -dental office use tenant space shall be changed to an individual medical or dental office use anywhere in an existing building occupying more than 7,500 square feet of floor area and/or
exceeding 50 linear feet of ground floor street frontage without the approval of a Conditional Use Permit.
• In the MUBL, MUB, and GC Districts, no non -medical or non -dental office use tenant space shall be changed to an individual medical or dental office use anywhere in an existing building occupying more than 12,500 square feet of
floor area and/or exceeding 75 linear feet of ground floor street frontage without approval of a Conditional Use Permit.
Bayside Conservation (BC) Third Street Promenade Area
(1) Limited to upper floors, and on the ground floor where the entire tenant space shall be located at least 25 feet from the front property line, except for residential units shall be limited to upper floors only.
(5) Permitted if within buildings existing as of the date this Ordinance effective. Permitted in new buildings, except:
(a) No individual ground floor tenant space shall occupy more than 7,500 square feet of floor area and/or exceed 50 linear feet of ground floor street frontage without a Conditional Use Permit.
(b) Ground floor tenant spaces in the Santa Monica Place are not subject to size limitations.
(10) Permitted as an ancillary use to support a primary use.
(13) If the commercial use requires a MUP or CUP, an application shall be required in accordance with SMMC, Chapter 9.41. Even if the commercial use would otherwise be permitted, no such use shall be approved where, given the design or
proposed design of the live -work unit, there would be the potential for adverse health impacts from the proposed use on the people residing in the unit. An example of a potential health impact is the potential for food contamination from
users that generate airborne particulates in a unit with an unenclosed kitchen.
(15) Limited to the ground floor with frontage along 2nd Court and 3rd Court alleys or to upper floors.
(21) No individual Fitness Center tenant space shall exceed 100 linear feet of ground floor street frontage without the approval of a Conditional Use Permit.
(22) Restaurant, Limited -Service and Take -Out establishments with frontage on the Third Street Promenade and the following characteristics shall be prohibited:
(a) More than 150 locations nationwide at the time that the application for the establishment is deemed complete by the City; and
(b) Characteristics, including, but not limited to, orders placed at a walk-up window, counter, or machine; payment prior to food consumption; and food served with disposable, one-time, or limited -use wrapping, containers, or utensils.
Palo Alto Retail — Zoning Comparison with Santa Monica Summary/Key Takeaways
1. Level of regulation — Zone Districts
a. Santa Monica's primary retail/commercial areas are Downtown (Third Street Promenade), Main Street, Pico Boulevard, Ocean Park Boulevard, and Montana Ave.
b. The Downtown Community Plan provides development standards as well as design guidelines for new development projects.
c. Zone districts are very prescriptive but clear in intent and procedure.
2. Overlay Districts
a. Santa Monica has two primary overlay districts but aren't applicable in the established retail/commercial corridors.
3. Ground floor use regulations
a. Santa Monica allows for a variety of uses other than retail on the Third Street Promenade, however there are specific limitations per use.
b. Santa Monica also provides active ground floor use and design provisions for the Mixed Use and Commercial Districts.
4. Change of Use/Intensification process
a. Santa Monica doesn't prohibit change of use from retail.
5. Retail definition
a. Santa Monica defines Retail Sales as any establishment that allows the retail sale or rental of merchandise.
6. Approval Processes
a. Santa Monica has administrative review and development review (discretionary) and provides the option for variances and waivers from development standards.
7. Approving Authority
a. All Planning related permits are approved by either the Planning and Community Development Director or the Planning Commission, the Director has approval authority in Palo Alto unless appealed in which case the final approval
is from City Council in Palo Alto.
City of Palo Alto Annndx D, Page 17
Item 10: Staff Report Pg. 108 1 Packet Pg. 366 of 435
Item 10
Attachment C - Final Retail
Revitalization Report (May 2024)
8. Permit Process
a. New construction (permitted uses and CUP uses)
i. Santa Monica allows by right and conditionally allows a variety of uses in their Downtown and Mixed Use and Commercial Districts.
b. Major remodeling/tenant improvement and Minor changes
i. Santa Monica allows for relief on up to two development standards.
c. New signage
i. Santa Monica's sign standards are very prescriptive.
9. Parking strategy
a. Santa Monica has parking maximums for Downtown and minimum parking requirements for projects outside of one-half mile of a major transit stop.
10. BID/Promotion/Economic Development Programs/ Departments
a. Santa Monica has property based assessment districts for all of their commercial/retail corridors.
11. Housing
a. Residential is limited to upper floors along the Third Street Promenade and along the primary retail corridors.
12. Formula retail regulations
a. Restaurants with 150 locations are prohibited on the Third Street Promenade.
City of Palo Alto Annndx D, Page 18
Item 10: Staff Report Pg. 109 1 Packet Pg. 367 of 435
Item 10
Palo Alto Retail
Revitalization —Zoning Recommendations
Attachment D - Michael Baker st 6, 2024
NUMBER
ZONING RECOMMENDATION
RATIONALE AND JUSTIFICATION International Prioritized OMPLETIONTIME
Removes a major constraint on changes of use to respond to market demands. Recommendations Near -term
1
Amend Parking Regulations (18.52.030)
within 6 months)
Amend 18.52.030(d) Additions or Changes of Use to
Effectively incentivizes retail and active, popular, retail -supportive uses.
allow/exempt change of use or conversion of existing floor area
to retail or retail -like uses from minimum parking requirements.
Sites are already developed. Increased parking would come at expense of building area, desired uses, or amenities.
Demand in excess of parking capacity is largely self-regulating in urbanized environments. People will use more distant alternative parking
or not patronize the location. Becomes a business decision for the property owner.
Provides relief for areas outside the applicability of AB 2097.
Allows property owners to experiment with new uses to fill in vacancies.
2
Relax the Formula Retail Restrictions (18.04 Definitions)
10 or fewer in U.S. and requirement for CUP effectively limits nearly all franchise businesses.
Near -term
(within 6 months)
1. "Formula retail " definition (57.6) should be revised from
Limits innovation, successful and attractive businesses from contributing to overall health and vibrancy.
applicability to all franchise uses to apply only restaurant uses,
and to increase the threshold to qualify as a Formula Restaurant
Assumes (without evidence) that franchises are harmful.
without requiring a CUP should be increased from 10 to 50 such
businesses in the United States. Consider limiting to 50 in
Proposed revisions and limits allow best of such uses and avoid worst aspects of large franchises.
California.
Many cities have established limits on the number of formula uses in certain areas to balance with non -formula uses.
2. If additional control over such uses is deemed necessary,
the City could consider limiting the number of formula retail
establishments in certain areas to ensure a balance between
formula and non -formula uses.
3
Repeal the Retail Preservation Ordinance (RPO) (18.40.180)
The nature of retail has been changing, which has increased turnover and vacancies of many retail spaces and commercial corridors. The
Near -term
COVID-19 pandemic accelerated some of the shift to e -commerce and led to the failure of many retail and other commercial businesses.
(within 6 months)
RPO (c. 2015) effectively extended the provisions of and is redundant with GF and R Combining District limits for University and California
Avenues, and Midtown. This leads to confusion, complication, excess floor retail floor area, and vacancies.
RPO is not needed beyond University and California Avenues. There is a need to allow a reduction of excess retail space city-wide. The 2023
Comprehensive Economic Development Strategy Study indicated that there is a large amount of vacant commercial and retail space that
exceeds the current and foreseeable market demand for retail.
RPO contributes to increased and prolonged vacancies and blighting effects by preventing alternative uses.
RPO substantially limits normal adjustments and responses to market demand and substantially limits natural concentrations and
groupings of complementary uses.
RPO severely limits options for business and property owners.
Relief is effectively nonexistent and could be impossible via entirely subjective standards and criteria and virtually impossible standard of
unconstitutional taking of all economic value of the property.
Contributes to frustration, negative and punitive results, and the perception and reputation of Palo Alto as hostile to business.
Item 10: Staff Report Pg. 110 1 Packet Pg. 368 of 435
Item 1O
Palo Alto Retail
Revitalization —Zoning Recommendations
Attachment D - Michael Baker st 6, 2024
NUMBER
ZONING RECOMMENDATION I
I RATIONALE AND JUSTIFICATION International Prioritized OMPLETIONTIME
Within Downtown, there are 16 parcels in the CD -C district on University Avenue that lie just northeast of th4. Recommendations Near -term
4
Amend Parking Regulations
quality transit stop that are not exempt from the parking requirements by AB 2097. Tithin 6 months)
Extend AB 2097 exemption to Entire CD -C Zone
Unless the provisions of AB 2097 are extended, these parcels will remain subject to minimum parking requirements and the Commercial
Downtown Assessment District standards of 18.52 of the Palo Alto Municipal Code.
To ensure equitable development conditions for all parcels in the Downtown area, it is recommended that uniform regulations be applied
to the entirety of the CD -C districts in the Downtown area.
5
Create Comparative Zoning Use Table
There are subtle differences and restrictions on allowed uses that warrant evaluation of their need and effect on protecting or restricting a
Near -term
healthy commercial corridor. A comparative use table improves understanding and ease of use for all stakeholders: staff, applicants,
(within 6 months)
Prepare comprehensive comparative zoning use tables to clarify
property owners, residents.
what and how uses are allowed in each zoning and combining
district. ("What Uses Allowed Where")
The table will help identify internal conflicts, inconsistencies, gaps and opportunities to simplify and clarify the code.
The table will help identify opportunities to consolidate, simplify, or eliminate excessive or redundant provisions.
6
Revise 18.30 Combining Districts to allow Practical Waivers
Unconstitutional taking of all economic value standard is unreasonable and is a disproportionate and unrealistic standard.
Near -term
and Adjustments
(within 6 months)
Proposed practical difficulty standard is a common best practice.
1. Amend Section 18.30(A(.070 of the R Combining District for
California Avenue to:
The proposed method of relief is proportionate to the potential impact.
A. Eliminate the unconstitutional taking standard of section
(a) Economic Hardship; and
B. Add the Alternative Viable Active Use standard from
18.40.180(c)(1)(B) of the RPO.
2. Amend Section 18.30(C) GF Combining District Regulations
to provide a practical difficulty standard the same as the R
Combining District:
A. Add the Alternative Viable Active Use standard from
18.40.180(c)(1)(B) of the RPO.
Item 10: Staff Report Pg. 111 1 Packet Pg. 369 of 435
Item 10
Palo Alto Retail
Revitalization —Zoning Recommendations
Attachment D - Michael
Baker st 6, 2024
NUMBER
ZONING RECOMMENDATION
RATIONALE AND JUSTIFICATION International Prioritized
The extensive and persistent ground -floor vacancies suggest that alternatives or modifications to the restrict Recommendations
OMPLETION TIME
Near -term
7
Allow Non -retail Uses on Ground Floor with Limitations (part
1)
There is a need to allow more retail -supportive uses on the ground floor.
1ithin 6 months)
1. Amend the definition of "retail -like" (125.1) to include the
The proposed amendments allow more complementary uses on the ground floor while preserving the optimal street -facing spaces for
Possibly Mid-term
following performance -based uses: "commercial uses that are
active, pedestrian -oriented uses.
(up to 18 months)
accessible to the general public, generate walk-in pedestrian
for additional limits
clientele, and contribute to a high level of pedestrian activity,
The proposed amended definition is based on the desired outcome, allowing new or innovative uses that are not otherwise listed or
including but not limited to include retail shops, eating and
defined.
drinking establishments, commercial recreation and
entertainment, personal and convenience services, financial
NOTE: Supplementary mechanisms can provide additional flexibility to allow and encourage use of persistent and extensive ground floor
institutions, cultural institutions, galleries, and hotel lobbies."
vacancies.
2. Amend the use tables to allow non -retail uses:
Conditional objective standards are not likely to be "gamed" if set at levels that reflect and justify the need for action and are not met
• In back office, not street -facing locations (i.e., behind retail
easily or can be manipulated unilaterally by an individual business or property owner (e.g., if vacancies in the zoning district exceed 10% for
or storefronts)
12 months or more).
• On side streets, off of University and California Avenues
• When vacancies exceed threshold (by percentage and/or
Removes extra cost and delay of CUP for uses that are not obviously detrimental to the district's vitality, or uses whose potential
duration, e.g., when vacancies exceed 10% in district for more
operations and impacts do not vary greatly and are dependent upon the particular unique operation.
than 12 months)
• Subject to limits (concentration, size, proximity), e.g.:
• Minimum 25% ground -floor commercial
• Maximum 15% of total floor area
• Maximum 30% of all street frontage within 300 -foot
radius
• Maximum 50% of street frontage per building> 100 -foot
frontage
8
Allow Non -retail Uses on Ground Floor with Limitations (part
Adjusts to allow the 3,000 -square -foot industry standard size of exercise and fitness studios without a CUP.
Near -term
2)
(within 6 months)
These uses generate strong foot traffic and sales to nearby uses.
3. Increase fitness, spas, exercise without a CUP from 1,800 to
3,000 square feet to match the industry average.
4. Allow other viable active uses without a CUP:
• Examples: pet grooming, beauty shops, nail salons,
barbershops, small learning centers, day care
• Medical office with retail component, lifestyle, health
services
5. If necessary, require a CUP for certain uses in excess of a
maximum size.
Item 10: Staff Report Pg. 112 1 Packet Pg. 370 of 435
Item 1O
Palo Alto Retail
Revitalization —Zoning Recommendations
Attachment D - Michael Baker st 6, 2024
NUMBER
ZONING RECOMMENDATION
RATIONALE AND JUSTIFICATION International Prioritized OMPLETION TIME
No longer necessary. Excessive vacancies (400,000+ square feet) of office uses are not a realistic or significan Recommendations Mid-term
9
Repeal or Amend the Office Conversion and Construction
Limitations
within 18 months)
GF and R combining districts retain limits on office uses on ground floor on University or California Avenues.
1. Repeal Section 18.40.210 Annual Office Limits; OR
Retaining and relaxing options would retain the limit of 50,000 sf of new or converted office per year.
2. Relax Section 18.40.210 Annual Office Limits:
Ensures balance of complementary uses. Similar technique used for the CN and CS Districts per 18.16.050(b)(1)(A).
A. Repeal limits on upper -level office uses; Retain only
office use conversion limits on ground level. Consider maximum
Upper -level office uses and workers are primary customers of University and California Avenues.
percentage of the street -facing facade to ensure a minimum
percentage for retail and retail -like uses; AND
Unconstitutional taking of all economic value standard for relief is too high, punitive, virtually impossible to achieve, and disproportionate
to the real or perceived threat.
B. Allow ground -floor office uses behind retail frontages;
AND
Lack of reasonable relief creates negative results, impression, and reputation that deters investment and desired results.
C. Section 18.40.210 Annual Office Limit should be revised
to replace the unconstitutional taking of all economic value
standard of (e) Economic Hardship Waiver or Adjustment, with
a practical difficulty standard like that recommended for the
RPO, R and GF Combining Districts.
10
Amend 18.16.050 Office Use Restrictions (CN, CS Districts):
This standard has no proportionality to the size of the lot and hence creates potential inequities. The standard is only equitable if all lots
Mid-term
are the same size.
(within 18 months)
Eliminate or amend the 5,000 -square -foot maximum office floor
area per lot.
Any limitation of office use floor areas should be proportionate to the size of the site or building to ensure an equitable impact as allowed
by the 25% FAR in section (b)(1)(A).
Landlords may be deterred from converting vacant ground -floor office space to retail because the 5,000 sf max office limit may prevent
converting the space back to office.
11
Amend Parking Regulations
Proposed amendment eliminates wasteful, underutilized, or excessive parking.
Mid-term
(within 18 months)
1. Reduce the minimum parking requirements.
Standards should be based on actual demand.
2. Conduct parking use surveys as a basis to reset standards to
Minimum standards do not need to accommodate 100% of the projected or peak demand.
appropriate levels based on the actual need and demand.
12
Amend Parking Regulations
Codifies state law. The law still applies without amendments. Codifying AB 2097 will allow to provide equity for properties outside AB 2097
Mid-term
influence per Recommendation 4.
(within 18 months)
Amend the parking requirements to implement the AB 2097
exemption of minimum parking requirements within a half -mile
Provides clarity to users, applicants, property owners, staff.
of transit.
13
Amend Standards for Specified Retail Uses
Provides certainty, accuracy, shorter and predictable approval processes and timelines.
Mid-term
(within 18 months)
Amend Section 18.76.015 to replace subjective additional CUP
Existing standards are entirely subjective. These are fine as reasons to approve, but not as reasons to deny an application. They make
approval criteria with objective standards or performance
proving compliance nearly impossible.
criteria.
Item 10: Staff Report Pg. 113 1 Packet Pg. 371 of 435
Item 1O
Palo Alto Retail
Revitalization —Zoning Recommendations
Attachment D - Michael Baker st 6, 2024
NUMBER
ZONING RECOMMENDATION I
I RATIONALE AND JUSTIFICATION International Prioritized OMPLETION TIME
AB 1317, passed in October 2023, focuses on unbundling parking in California, requiring owners of qualifying Recommendations Long-term
14
Amend Parking Regulations
Counties of Alameda, Fresno, Los Angeles, Riverside, Sacramento, San Bernardino, San Joaquin, Santa Clara, Shasta, and Ventura to 1up to 3 years)
Develop ordinance to unbundle parking from residential
separate parking costs from rent, i.e., renting or selling parking separately rather than automatically including it with the price of building
development.
space.
Benefits of unbundling include:
• Existing parking spaces will be more efficiently used.
• Non -drivers are not required to pay for parking they don't need.
• The market value of land used as parking becomes clear.
15
Conduct a Comprehensive Zoning Ordinance Update
The code should be clear, well -organized, intuitive, and user-friendly.
Long-term
(up to 3 years)
1. Conduct a comprehensive review, revision, and update of
The existing code is virtually unknowable, overly complex, internally inconsistent, and hard to understand, implement, and enforce. This
the zoning code to ensure it functions efficiently, equitably, and
sometimes results in lengthy processing times, difficult implementation, variable application and interpretation, and errors.
as intended.
An updated code is important to overall understanding, implementation, and enforcement.
2. Integrate the use and development standards of the
combining districts into the use and development standard
An updated code is important to the ease of use and reputation of the City within the business community.
tables.
3. Reduce, simplify, and standardize the many and
unnecessarily subtle differences and restrictions on personal
service uses between the R and GF Combining Districts and the
CD -C, CD -N, CS, and CC zones.
4. Streamline and standardize the standards. Reevaluate the
need and effect of the precise standards and whether they are
consistent with the broader goal of a healthy commercial
corridor.
5. Amend the code to replace subjective criteria with
objective standards.
https://mbakerintl-my.sharepoint,com/personal/dwery_mbakerintl com/Documents/Desktop/Baker/Palo Alto/2024-8-14 PTC/2024-8-6 Zoning Recommendations for 8-14 PTC.doa
8/6/2024
Item 10: Staff Report Pg. 114 1 Packet Pg. 372 of 435
Item 11
Item 11 Staff Report
CITY OF
PALO
ALTO
TITLE
Sales Tax Digest Q2 (April -June) 2024
City Council
Staff Report
Report Type: INFORMATION REPORTS
Lead Department: Administrative Services
Meeting Date: November 18, 2024
Report #:2410-3617
DISCUSSION
This report transmits information regarding the City of Palo Alto's sales tax receipts for the second
quarter (April -June) of 2024. Listed below are highlights from the report; detailed discussion and data
can be found in the attached City of Palo Alto Sales Tax Digest and Legislative Update 2024 O2
(Attachment A).
Regional and statewide sales tax based upon adjusted economic benchmark year (Attachment A, p. 2)
• Palo Alto: increased 6.6%
• San Francisco Bay Area: decreased 3.4%
• California statewide: decreased 2.4%
City's Most Significant Reasons for increases during this period (Attachment A, p. 1)
• New Auto Sales segment increased by 25.7%, comprises 15.9% of total sales tax
• Restaurant segment increased by 6.2%, comprises 15.8% of total sales tax
County Pool (Attachment A, p. 4)
• The City's share of the county pool for this quarter is 6.3%, unchanged from O2 2023
• Sales tax receipts from the County pool totaled $1.6 million
ATTACHMENTS
Attachment A: 2024 O2 Sales Tax Digest Summary with County Pool and Legislative Update
APPROVED BY:
Lauren Lai, Administrative Services Director
Item 11: Staff Report Pg. 1 Packet Pg. 373 of 435
Item 11
City of Palo Alto Attachment A - 2024 Q2
Sales Tax Digest Summary Sales Tax Digest Summary
Collections through August 2024 with County Pool and
Sales May through June 2024 (2024Q2) Legislative Update
California Overview
For the year ending in the second quarter of 2024, cash receipts decreased by 1.4% statewide and
decreased by 4.7% in S.F. Bay Area. However, when adjusted for non -period related payments, the
overall economic sales tax activity for the year ending in the second quarter of 2024 decreased by 2.4%
statewide and decreased by 3.4% in S.F. Bay Area.
City of Palo Alto
For the year ending in the second quarter of 2024, sales tax cash receipts for the city increased by 1.6%
from the prior year. However, when adjusted for non -period related payments, the overall economic sales
tax activity in Palo Alto for the year ending in the second quarter of 2024 increased by 6.6%. The most
significant reasons for Palo Alto's increase during this period were the restaurants and new auto sales
segments, respectively. Restaurants increased by 6.2%, which comprises 15.8% of the total sales tax for
the city. New auto sales for the same period increased by 25.7%, which comprises 15.9% of the total sales
tax.
Same quarter sales tax cash receipts decreased by 1.7% in California from O2 2023 to O2 2024. The Palo
Alto citywide sales tax cash receipts decreased by 7.2% over the O2 2023 to O2 2024 period. Key reasons
for the Palo Alto decrease during this period were: 1) Decrease in the business services segment, 2)
Decrease in furniture & appliance stores (mainly electronics stores) from O2 2023 to O2 2024 by 41.9%,
3) Decrease in the leasing segment of 15% which comprises 19.7% of the total sales tax for the city.
According to the California New Car Dealers Association (CNCDA), California's new light vehicle
registrations fell by .7% in 2024Q2. Tesla's sales have been on the decline in California with registrations
down a significant 17.0% YTD for 2024Q2.
www.avenuinsights.com Item 11: Staff Report Pg. 2 Packet Pg. 374 of 435 ge 1
City of Palo Alto
Item 11
Attachment A - 2024 Q2
;ales Tax Digest Summary
with County Pool and
Regional Overview
Legislative Update
The first chart on page two shows adjusted economic benchmark year amounts, which means t at it
shows the year ended second quarter of 2024 compared to the year ended second quarter of 2023
(benchmark years are rolling annual comparisons through the current quarter). The growth rates are
different between the state and Palo Alto because the sales tax from businesses in Palo Alto performed
better overall than the statewide average.
Regional Overview Chart (Economic)
BENCHMARK YEAR 2024Q2 COMPARED TO BENCHMARK YEAR 2023Q2
.I'].P.IsITii
'Z
of Total / % Change
Palo Alto
California
S.F. Bay Area
Sacramento
Central Valley
South Coast
Inland Empire
North Coast
Statewide
Valley
General Retail
26.2/2.2
29.1/0.0
26.1/-3.2
28.2/-3.8
38.2/5.8
27.1/0.4
35.3/-1.8
27.1/1.8
Food Products
17.5/5.5
21.3/0.1
22.6/-1.4
16.9/-0.9
14.7/0.9
23.4/1.4
17.9/-6.0
18.4/1.7
Transportation
19.7/18.8
23.1/-6.3
19.1/-4.4
26.8/-3.2
22.1/-3.1
23.9/-6.1
23.2/-15.9
28.5/-2.9
Business to Business
32.9/0.6
15.8/-4.0
21.0/-4.0
14.4/-6.3
14.5/-2.2
15.6/-2.9
10.5/-14.0
10.5/6.7
Misc/Other
3.8/50.5
10.8/-2.1
11.2/-4.8
13.6/-2.3
10.4/-3.2
9.9/0.3
13.1/-7.0
15.4/-1.3
Total
100.0/6.6
100.0/-2.4
100.0/-3.4
100.0/-3.3
100.0/0.8
100.0/-1.5
100.0/-8.1
100.0/0.4
• •
•
. • lilT
California
Sacramento
Palo Alto
S.F. Bay Area
Central Valley
South Coast
Inland Empire
North Coast
Statewide
Valley
Miscellaneous
Miscellaneous
Largest Segment
Leasing
Restaurants
Restaurants
Restaurants
Retail
Restaurants
Retail
Restaurants
%ofTotal/%Change
20.1/-3.3
15.3/0.7
16.8/-0.6
11.6/-0.6
16.7/19.8
17.3/1.8
18.2/4.4
11.8/3.4
Auto Sales -
Auto Sales -
Miscellaneous
Auto Sales -
Department
Auto Sales -
Department
2nd Largest Segment
Restaurants
New
New
Retail
New
Stores
New
Stores
%ofTotal/%Change
15.9/25.7
11.1/-5.5
10.0/1.6
11.3/-3.5
10.8/-0.5
12.0/-8.2
11.6/-4.4
11.3/12.7
Miscellaneous
Auto Sales -
Miscellaneous
Miscellaneous
Auto Sales -
Auto Sales -
3rd Largest Segment
Restaurants
Retail
New
Retail
Restaurants
Retail
New
New
% of Total / % Change
15.8/6.2
10.8/6.0
9.3/-3.1
11.1/-4.8
9.9/2.2
9.1/8.0
10.7/-11.0
10.8/-4.3
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Item 11: Staff Report Pg. 3 Packet Pg. 375 of 435
City of Palo Alto
Gross Historical Sales Tax Cash Receipts by Benchmark Year and Quarter
$35,000,000
$30,000,000
$25,000,000
$20,000,000
$15,000,000
$10,000,000
$5,000,000
Item 11
Attachment A - 2024 Q2
;ales Tax Digest Summary
with County Pool and
Legislative Update
yo ,yo do o yo do do yo do do ,t, do do yo do do to do do ,tio
Quarterly —Benchmark Year
Net Cash Receipts for Benchmark Year second Quarter 2024: $36,363,275
*Benchmark year (BMY) is the sum of the current and 3 previous quarters (2024Q2 BMY is sum 01 2024 Q2, 2024 Q1, 2023 Q4, 2023 Q3)
Net Pools & Adjustments
All Other
33.7%
Leasing
Office Equipment
Apparel Stores 7.9%
6.7%
Auto Sales - New
15.9%
rants
www.avenuinsights.com (800) 800-8181 Page 3
Item 11: Staff Report Pg. 4 Packet Pg. 376 of 435
City of Palo Alto
County Pool Results
The California sales tax system is referred to as a 'sales and use tax' system wh
Item 11
Attachment A - 2024 Q2
;ales Tax Digest Summary
with County Pool and
Legislative Update
i covers both saes tax
and 'use tax'. The County Pool revenues largely reflect use tax from qualifying transactions that do not
involve a California based point of sale. Businesses report their use tax quarterly based on business activity
conducted throughout the county. The County Pool is distributed each quarter based upon a formula
where the jurisdiction's quarterly percentage is based upon its total sales tax receipts for the quarter as a
percentage of all sales tax receipts for all jurisdictions within the county. Thus, if local business activity
(sales tax receipts) within Palo Alto increases in the quarter relative to the rest of the county, then the
Palo Alto County pool percentage also will increase for the quarter compared to the rest of the county.
The total county pool is multiplied by the city's quarterly percentage to determine the jurisdiction share
each quarter.
In the second quarter of 2024, cash receipts for the overall County Pool decreased by 8.3% from the same
quarter in the prior year. The City's share of the County Pool increased to 6.3%. The City's revenues from
the County Pool decreased from $1,755,562 in 2023Q2 to $1,611,681 in 2024Q2.
Quarter
202103
202104
202201
202202
202203
202204
202301
262302
202303
202304
202401
262402
Over
Quarter
Total County Pool 25,833,527
29,997,845
25,393,878
25,989,159
28,701,701
29,546,555
24,937,553
27,595,772
22,345,960
24,427,230
25,411,165
25,367,888
-8.3%
Jurisdiction Share 1,349,611
1,778,529
1,533,345
1,426,551
1,683,544
1,817,421
1,499,631
1,755,562
1,489,193
1,638,965
1,523,986
1,611,681
Jurisdiction %of Total 5.0%
5.9%
6.0%
5.5%
5.9%
5.2%
6.0%
6.3%
6.7%
6.7%
6.0%
6.3%
TOP 25 SALES/USE TAX CONTRIBUTORS
The following list identifies Palo Alto's Top 25 Sales/Use Tax contributors. The list is in alphabetical order
and represents the year ended second quarter of 2024. The Top 25 Sales/Use Tax contributors generate
61.6% of Palo Alto's total sales and use tax revenue.
Anderson Honda
Apple Stores
Arco AM/PM Mini Marts
Audi Palo Alto
Bloomingdale's
Brilliant Earth
Hermes
HP Enterprise Services
Louis Vuitton
Macy's Department Store
Magnussen's Toyota
Neiman Marcus
Nordstrom Department Store
Richemont
Rivian Automotive
Sephora
Shell Service Stations
Shreve & Co.
Stanford Health Care
Tesla
Tesla Lease Trust
Tiffany & Company
Union 76 Service Stations
Varian Medical Systems
Volvo Cars Palo Alto
www.avenuinsights.com (800) 800-8181 Page 4
Item 11: Staff Report Pg. 5 Packet Pg. 377 of 435
$6,000,000
$5,000,000
$4,000,000
$3,000,000
$2,000,000
$1,000,000
$-
City of Palo Alto
Item 11
Attachment A - 2024 Q2
;ales Tax Digest Summary
with County Pool and
Sales Tax from Largest Non -Confidential Sales Tax Segments (Ec_..Legislative Update
��oc0e5,�e� �eS�a Jtarts `ce�QJ\p��e� Pp�a�e\Sote5 ��ce'61-1 es
P O QeQ
■ Benchmark Year 2024Q2 ■ Benchmark Year 2023Q2
www.avenuinsights.com Item 11: Staff Report Pg. 6 Packet Pg. 378 of 435 5
Item 11
City
of Palo Alto
Attachment
A - 2024 Q2 Sales
Tax
Digest Summary
with County Pool
and Legislative Update
Historical Analysis by Calendar Quarter
Economic Category
%
202442
2024O1
2023O4
2023O3
2023Q2
2023O1
2022O4
2022O3
2022Q2
2022O1
202144
Business To Business
27.0%
2,366,493
2,373,414
2,262,034
2,619,833
2,439,519
2,350,567
2,571,178
2,194,817
2,095,020
2,031,199
2,136,501
Miscellaneous/Other
18.2%
1,595,196
1,727,252
1,951,428
1,870,170
1,546,096
1,302,322
1,517,005
1,597,816
1,724,861
1,701,538
1,687,189
General Retail
23.3%
2,044,006
1,739,261
2,315,882
1,834,297
2,017,885
1,640,927
2,305,038
1,802,777
1,920,316
1,639,417
2,282,253
Food Products
15.9%
1,394,270
1,288,207
1,348,051
1,277,173
1,349,926
1,195,458
1,260,287
1,230,824
1,227,240
1,018,577
1,083,309
Subtotal Economic(Local Business)
84.5%
7,399,964
7,128,134
7,877,395
7,601,473
7,353,426
6,489,274
7,653,508
6,826,234
6,967,438
6,390,731
7,189,252
Net Pools &Adjustments
15.5%
1,359,165
1,143,798
1,867,172
1,986,175
2,084,763
1,586,938
1,935,580
1,862,181
686,044
1,721,924
1,806,328
Total Cash Receipts
100.0%
8,759,129
8,271,932
9,744,567
9,587,647
9,438,189
8,076,212
9,589,088
8,688,414
7,653,481
8,112,655
8,995,580
Economic Segment
%
202442
2024O1
202344
2023O3
2023O2
202341
2022O4
2022Q3
2022O2
2022O1
2021O4
Miscellaneous/Other
46.8%
4,102,841
4,114,784
4,409,850
4,635,983
4,197,978
3,818,384
4,490,992
4,087,158
4,008,008
3,949,786
3,969,954
Restaurants
14.4%
1,259,885
1,162,863
1,214,598
1,154,189
1,214,502
1,073,621
1,114,637
1,102,248
1,093,944
902,707
947,771
Miscellaneous Retail
6.7%
582,600
489,040
689,939
480,649
512,077
448,322
545,797
381,616
479,710
432,956
679,381
Apparel Stores
6.1%
531,926
440,402
586,863
478,973
509,894
423,470
538,573
435,730
495,508
392,724
540,782
Department Stores
5.7%
501,499
411,345
549,893
435,388
492,374
356,626
533,032
423,601
454,349
367,144
525,295
Service Stations
2.6%
226,411
198,584
214,900
229,911
222,029
192,723
215,640
233,387
250,715
191,755
190,610
Food Markets
1.3%
114,071
107,031
112,372
103,251
111,465
101,978
116,810
99,811
104,253
91,634
108,203
Business Services
0.9%
80,732
204,085
98,980
83,130
93,106
74,150
98,027
62,683
80,950
62,025
227,256
Subtotal Economic(Local Business)
84.5%
7,399,964
7,128,134
7,877,395
7,601,473
7,353,426
6,489,274
7,653,508
6,826,234
6,967,438
6,390,731
7,189,252
Net Pools &Adjustments
15.5%
1,359,165
1,143,798
1,867,172
1,986,175
2,084,763
1,586,938
1,935,580
1,862,181
686,044
1,721,924
1,806,328
Total Cash Receipts
100.0%
8,759,129
8,271,932
9,744,567
9,587,647
9,438,189
8,076,212
9,589,088
8,688,414
7,653,481
8,112,655
8,995,580
The chart above shows the categories and segments in quarterly economic basis amounts. The total amount is the net cash receipts, and it was obtained by
adding up the categories/segments with the "Net Pools & Adjustments" amount.
www.avenuinsights.com (800) 800-8181
Item 11: Staff Report Pg. 7
P ,-6
Packet Pg. 379 of 435
City of Palo Alto
Historical Analysis by Calendar BMY from 2015Q2 to 2024Q2
Item 11
Attachment A -2024O2 Sales Tax
Digest Summary with County Pool
and Legislative Update
Economic Category
%
2024Q2
2023Q2
2022Q2
2021Q2
2020O2
2019Q2
2018Q2
2017Q2
2016Q2
2015Q2
Business To Business
27.6%
10,040,495
9,969,300
8,254,377
7,360,893
8,200,185
7,601,958
6,117,780
5,419,737
5,120,759
4,034,581
Miscellaneous/Other
19.7%
7,151,850
5,809,167
6,965,063
6,165,181
6,109,986
8,481,377
6,433,938
6,213,561
5,828,635
5,526,056
General Retail
21.9%
7,952,077
7,747,733
7,551,628
5,666,662
5,910,237
7,946,017
8,423,419
8,318,376
8,180,392
8,079,780
Food Products
14.7%
5,335,053
5,058,604
4,402,695
2,882,093
3,939,566
4,902,753
4,784,943
4,602,200
4,609,460
4,323,122
Subtotal Economic(Local Business)
83.8%
30,479,474
28,584,805
27,173,763
22,074,828
24,159,974
28,932,104
25,760,080
24,553,874
23,739,246
21,963,538
Net Pools & Adjustments
16.2%
5,883,801
7,207,098
4,361,944
6,049,923
5,732,251
7,157,724
3,959,941
4,306,130
4,407,390
4,034,611
Total
100.0%
36,363,275
35,791,903
31,535,707
28,124,751
29,892,225
36,089,829
29,720,021
28,860,004
28,146,636
25,998,149
Economic Segment
%
2024Q2
2023Q2
2022Q2
2021Q2
2020Q2
2019Q2
2018O2
2017Q2
2016Q2
2015Q2
Miscellaneous/Other
49.0%
17,834,573
16,825,593
15,856,081
14,398,600
15,233,370
17,029,556
14,041,527
12,804,075
12,024,028
10,653,521
Restaurants
13.2%
4,814,054
4,532,010
3,902,005
2,451,630
3,430,893
4,319,514
4,174,045
3,998,933
4,010,073
3,761,655
Miscellaneous Retail
6.2%
2,268,674
1,836,660
2,016,094
1,683,101
1,275,392
1,643,222
1,677,478
2,139,114
1,885,952
1,506,384
Apparel Stores
5.6%
2,031,156
1,917,559
1,834,472
1,291,549
1,399,599
1,993,176
1,840,406
1,691,058
1,627,846
1,655,700
Department Stores
5.2%
1,898,124
1,809,413
1,735,491
1,124,054
1,260,329
1,885,562
2,068,624
2,065,427
2,250,100
2,397,566
Service Stations
2.4%
869,187
870,132
814,968
493,608
572,093
698,074
651,979
587,986
581,619
699,331
Business Services
0.9%
319,907
362,604
618,516
296,799
579,113
908,385
807,324
762,159
850,451
799,913
Food Markets
1.2%
443,798
430,834
396,135
335,487
409,184
454,615
498,697
505,122
509,177
489,468
Subtotal Economic(Local Business)
83.8%
30,479,474
28,584,805
27,173,763
22,074,828
24,159,974
28,932,104
25,760,080
24,553,874
23,739,246
21,963,538
Net Pools & Adjustments
16.2%
5,883,801
7,207,098
4,361,944
6,049,923
5,732,251
7,157,724
3,959,941
4,306,130
4,407,390
4,034,611
Total
100.0%
36,363,275
35,791,903
31,535,707
28,124,751
29,892,225
36,089,829
29,720,021
28,860,004
28,146,636
25,998,149
The chart above shows the categories and segments in benchmark year economic basis amounts. The total amount is the net cash receipts, and it was obtained
by adding up the categories/segments with the "Net Pools & Adjustments" amount. Benchmark year (BMY) is the sum of the current and 3 previous quarters
(2024Q2 BMY is sum of 2024 Q2, 2024 01, 2023 Q4, 2023 Q3).
www.avenuinsights.com Item 11: Staff Report Pg. 8 Packet Pg. 380 of 435
City of Palo Alto
Quarterly Analysis by Sales Tax Category: Change from 2023Q2 to 2024Q2
Item 11
Attachment A -202402 Sales Tax
Digest Summary with County Pool
and Legislative Update
Campbell
-2.8%
3.2%
0.1%
13.4%
14.2%
2,679,731
3,422,075 -21.7%
BIdg.Matls-Retail
Restaurants
I.T. Infrastructure
Light Industry
Cupertino
-1.6%
1.5%
0.3%
-8.2%
-1.1%
7,049,719
6,008,649
17.3%
Office Equipment
I.T. Infrastructure
Florist/Nursery
Business Services
Gilroy
1.5%
2.9%
-5.2%
-7.4%
-4.0%
4,232,785
4,295,810
-1.5%
Department Stores
Service Stations
Misc. Vehicle Sales
Apparel Stores
Los Altos
-13.4%
-0.8%
15.1%
-3.0%
-11.3%
626,392
639,528
-2.1%
Service Stations
Electronic Equipment
Green Energy
Miscellaneous Retail
Los Gatos
-5.0%
8.5%
-8.7%
42.2%
-19.3%
1,486,396
1,535,244
-3.2%
Food Processing Eqp
Restaurants
Miscellaneous Other
Auto Sales - New
Milpitas
-1.7%
3.1%
-1.8%
28.0%
21.5%
5,992,871
5,757,900
4.1%
Electronic Equipment
BIdg.Matls-Whsle
Office Equipment
Miscellaneous Retail
Morgan Hill
-5.6%
3.3%
-8.1%
-7.9%
-3.4%
2,546,968
2,732,488
-6.8%
Restaurants
Miscellaneous Other
Misc. Vehicle Sales
Heavy Industry
Mountain View
-4.1%
0.4%
4.2%
-32.6%
-28.8%
4,259,335
4,591,858
-7.2%
Auto Parts/Repair
Restaurants
Business Services
Auto Sales - New
Palo Alto
2.0%
3.8%
-2.5%
123.1%
34.0%
7,399,964
7,401,454
0.0%
Office Equipment
Miscellaneous Retail
Leasing
Furniture/Appliance
San Jose
3.1%
3.1%
-2.7%
-2.8%
-0.1%
56,006,362
58,515,924
-4.3%
Miscellaneous Retail
Restaurants
Office Equipment
Green Energy
Santa Clara
7.1%
6.5%
-3.4%
24.8%
27.8%
13,613,584
12,449,511
9.4%
Light Industry
Business Services
Office Equipment
Auto Sales - New
County of Santa Clara
4.2%-1.2%-23.1%-15.3%-
10.6%
1,243,253
1,363,454
-8.8%
Restaurants
Food Markets
BIdg.Matls-Whsle
Food Processing Eqp
Saratoga
-19.5%
2.1%
20.8%
36.3%
42.3%
267,993
262,342
2.2%
Service Stations
Auto Parts/Repair
Miscellaneous Retail
Furniture/Appliance
Sunnyvale
34.9%
4.3%
-18.2%
-17.1%
37.0%
7,660,841
7,416,916
3.3%
Miscellaneous Retail
Light Industry
Auto Sales - New
BIdg.Matls-Whsle
Unlike the chart on page one which showed a 'benchmark year' through the second quarter of 2024, the chart above shows a comparison of one quarter only
second quarter of 2024 to second quarter of 2023. This chart is for local 'brick and mortar' businesses, and it excludes county pools and adjustments.
www.avenuinsights.com Item 11: Staff Report Pg. 9 Packet Pg. 381 of 435 ge 8
City of Palo Alto
City of Palo Alto Geo Areas & Citywide Chart Data: Change from 2023Q2 to 2024Q2
Item 11
Attachment A -202402 Sales Tax
Digest Summary with County Pool
and Legislative Update
FOOD PRODUCTS
-1.1%
97,704
98,820
59.0%
60.8%
GENERAL RETAIL
11.7%
22,895
20,505
13.8%
12.6%
ALL OTHER
4.4%
45,034
43,138
27.2%
26.6%
TOTAL
2.0%
165,633
162,464
100.0
100.0%
FOOD PRODUCTS
-4.3%
153,816
160,747
29.4%
42.0%
GENERAL RETAIL
-5.6%
36,560
38,735
7.0%
10.1%
ALL OTHER
81.6%
333,136
183,471
63.6%
47.9%
TOTAL
36.7%
523,512
382,952
100.0%
100.0%
FOOD PRODUCTS
1.0%
542,523
537,207
61.4%
61.6%
GENERAL RETAIL
-15.8%
228,058
270,854
25.8%
31.1%
BUSINESS TO BUSINESS
24.0%
53,804
43,404
6.1%
5.0%
CONSTRUCTION
474.3%
48,831
8,503
5.5%
1.0%
MISCELLANEOUS
-27.6%
6,123
8,463
0.7%
1.0%
TRANSPORTATION
17.4%
3,848
3,276
0.4%
0.4%
TOTAL
1.3%
883,187
871,707
]M100.0/
100.0%
GENERAL RETAIL
4.2%
1,518,464
1,457,305
78.7%
77.0%
FOOD PRODUCTS
1.3%
169,662
167,448
8.8%
8.8%
ALL OTHER
-9.7%
241,807
267,918
12.5%
14.2%
TOTAL
2.0%
1,929,933
1,892,671
100.0%
100.0%
www.avenuinsights.com Item 11: Staff Report Pg. 10 Packet Pg. 382 of 435 ge 9
City of Palo Alto
Item 11
Attachment A -202402 Sales Tax
Digest Summary with County Pool
City of Palo Alto Geo Areas & Citywide Chart Data: Change from 2023Q2 to 2024Q2 (Eco and Legislative Update
FOOD PRODUCTS
-0.2%
122,784
123,015
61.1%
61.5%
GENERAL RETAIL
6.7%
78,073
73,144
38.8%
36.6%
ALL OTHER
-93.5%
249
3,857
0.1%
1.9%
TOTAL
0.5%
201,107
200,016
100.0%
100.0%
BUSINESS TO BUSINESS
-6.0%
2,188,898
2,329,347
32.5%
34.0%
GENERAL RETAIL
0.7%
1,964,890
1,950,901
29.2%
28.5%
TRANSPORTATION
-2.5%
1,282,611
1,315,458
19.1%
19.2%
FOOD PRODUCTS
0.7%
1,179,030
1,170,370
17.5%
17.1%
CONSTRUCTION
99.0%
66,301
33,321
1.0%
0.5%
MISCELLANEOUS
-17.5%
47,259
57,263
0.7%
0.8%
TOTAL
-1.9%
6,728,989
6,856,660 *
100.0%
100.0%
Balance of Jurisdiction
-9.6%
3,025,617
3,346,850
45.0%
48.8%
Stanford Shopping Center
2.0%
1,929,933
1,892,671
28.7%
27.6%
Greater Downtown
1.3%
883,187
871,707
13.1%
12.7%
El Camino Real and Midtown
36.7%
523,512
382,952
7.8%
5.6%
Town And Country Shopping Center
0.5%
201,107
200,016
3.0%
2.9%
California Avenue
2.0%
165,633
162,464
2.5%
2.4%
TOTAL
-1.9%
6,728,989
6,856,660
100.0%
100.0%
BUSINESS TO BUSINESS
-5.1%
2,366,493
2,494,782
32.0%
33.7%
GENERAL RETAIL
1.5%
2,043,997
2,013,002
27.6%
27.2%
FOOD PRODUCTS
3.8%
1,394,270
1,343,533
18.8%
18.2%
TRANSPORTATION
-2.5%
1,286,021
1,319,459
17.4%
17.8%
MISCELLANEOUS
12.6%
209,545
186,015
2.8%
2.5%
CONSTRUCTION
123.1%
99,639
44,663
1.3%
0.6%
TOTAL
0.0%
7,399,964
7,401,454
100.0%
100.0%
www.avenuinsights.com
Item 11: Staff Report Pg. 11
Packet Pg. 383 of 435 10
ALL OTHE
4.4% CHANGE,
27.2% 1O1
GENERAL RETAI
11.7% CHANGE, $22,
13.8% TOTAL
ALL OTHEF
81.6% CHAN
$333,136
63.6% TOT,
City of Palo Alto
City of Palo Alto Geo Area Pie Charts
California Avenue 2024Q2 SALES TAX AMOUNTS
DOD PRODUCTS,
CHANGE, $97,704 ,
59.0% TOTAL
El Camino Real and Midtown 2024Q2 SALES TAX AMOUNTS
ALL OTHER,
26.6% Ti
GENERAL RETAIL,
$20,505 , 12.6% 1O1
FOOD PRODUCTS,
'!% CHANGE, $153,816 , ALL OTHER,
29.4% TOTAL 47.9% TI
GEN ERAL RETAIL,
5.6% CHANGE, $36,560 ,
7.0% TOTAL
GENERAL RETAIL,
$38,735, 10.1% TOTAL
Item 11
Attachment A -2024O2 Sales Tax
Digest Summary with County Pool
and Legislative Update
California Avenue 2023Q2 SALES TAX AMOUNTS
D PRODUCTS, $98,820,
60.8% TOTAL
El Camino Real and Midtown 2023Q2 SALES TAX AMOUNTS
PRODUCTS, $160,747
42.0% TOTAL
www.avenuinsights.com Item 11: Staff Report Pg. 12 1 Packet Pg. 384 of 435
BUSI
24.0%
GENER/
-15.8%
$22E
25.85
Stanford Shopping Center 2024Q2 SALESTAX AMOUNTS
ALL OTHER, -9.7% CHANGE,
FOOD PRODL
1.3% CHAN
$169,662
8.8% TOT/
City of Palo Alto
City of Palo Alto Geo Areas Pie Charts
Greater Downtown 2024Q2 SALES TAX AMOUNTS
MISCELLANEOUS,
CONSTRUCTION, -27.6% CHANGE, $6,123 ,
474.3% CHANGE, $48,831, 0.7% TOTAL TRA
17.4%
ANSPORTATION,
CHANGE, $3,848,
1.4% TOTAL
FOOD PRODUCTS,
CHANGE, $542,523
61.4% TOTAL
tAL RETAIL,
GE, $1,518,464 ,
% TOTAL
Item 11
Attachment A -2024O2 Sales Tax
Digest Summary with County Pool
and Legislative Update
Greater Downtown 2023Q2 SALES TAX AMOUNTS
MISCELLANEOUS, $8,463 ,
CONSTRUCTION, $8,503, 1.0% TOTAL TRANSPORTATION, $3,276,
1.0%TOTAL —c-0.4%TOTAL
BUSINESS TO BU
$43,404 , 5.0%
GENERAL RETAIL,
$270,854 , 31.1% TOTAI
PRODUCTS,
$537,207 , 61.6% TOTAL
Stanford Shopping Center 2023Q2 SALESTAX AMOUNTS
ALL OTHER, $267,918 ,
14 --• --
FOOD PRODUCTS, $167,448
8.8% TOTAL
tAL RETAIL
57,305 ,
F TOTAL
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City of Palo Alto
City of Palo Alto Geo Area Pie Charts
Town And Country Shopping Center 2024Q2 SALES TAX AMOUNTS
ALL OTHER, -93.5% CHANGE, $249, 0.1% TOTAL
GENERAL RE
6.7% CHANGE,
38.8% TO1
DD PRODUCTS,
:HANGE, $122,784 ,
il.1% TOTAL
All Other Geos combined with Balance of Jurisdiction 2024Q2
SALES TAX AMOUNTS MISCELLANEOUS,
CONSTRUCTION, 99.0% CHANGE, -17.5% CHANGE, $47,259 ,
FOOD PRO
0.7% CHANGE,
17.5% T
TRANS PORTATI
-2.5% CHANG
$1,282,611,
19.1% TOTA
VESSTO BUSINESS,
6.0% CHANGE,
$2,188,898 ,
32.5% TOTAL
-AIL,
964,890,
29.2% TOTAL
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Attachment A -2024O2 Sales Tax
Digest Summary with County Pool
and Legislative Update
Town And Country Shopping Center 2023O2 SALES TAX AMOUNTS
ALL OTHER, $3,857, 1.9% TOTAL
GENERAL RETA
$73,144
36.6% TOTAL
FOOD PRODUCTS,
$123,015 ,
61.5% TOTAL
All Other Geos combined with Balance ofJurisdiction 2023O2
SALESTAXAMOUNTS
CONSTRUCTION, MISCELLANEOUS,
$33,321 , 0.5% TOTAL $57,263 , 0.8% TOTAL
ISINESSTO BUSINESS,
$2,329,347 ,
34.0% TOTAL
RETAIL, $1,950,901,
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Item 11
City of Palo Alto Attachment A - 2024 Q2 Sales Tax
Digest Summary with County Pool
and Legislative Update
City of Palo Alto Geo Area & Citywide Pie Charts
All Geo Area Totals 2024Q2 SALES TAX AMOUNTS All Geo Area Totals 2023Q2 SALES TAX AMOUNTS
Town And CountryShopping Center,
0.5% CHANGE, $201,107 ,3.0% TOTAL
El Camino Real z
36.7% CHANGE
7.8% T(
Greater Downti
1.3% CHANG
$883,187 ,13.1%
California Avenue, 2.0%CHANGE,
)TAL
ice of Jurisdiction,
9.6% CHANGE,
$3,025,617 ,
45.0% TOTAL
Stanford ShoppingCenter,
2.0% CHANGE, $1,929,933
28.7% TOTAL
Palo Alto citywide 2024Q2 SALES TAX AMOUNTS
CONSTRUCTION,
MISCELLANEOUS, 12.6% CHANGE, 123.1% CHANGE, $99,639 ,
$209,545 , 2.8% TOTAL l 1.3%TOTAL
TRANSPORTATH
-2.5%CHANGE, $1,2
17.4% TOTAL
FOOD PRODUCTS,
3.8% CHANGE,
$1,394,270 ,
18.8% TOTAL
Town And CountryShopping Shoppi ng Center,
$200,016 , 2.9% TOTAL
El Camino Real and Midtown,
$382,952 , 5.6% TOTAL
Greater Downtown,
$871,707 , 12.7% TOTS
Stanford ShoppingCentdr,
$1,892,671 , 27.6% TOTAL
TR
SINESSTO BUSINESS, $1,31
CHANGE, $2,366,493
32.0% TOTAL
AL RETAIL,
iE, $2,043,997
27.6% TOTAL
FOOD
$1,3
18.2
California Avenue,
$162,464 , 2.4% TOTAL
Balance of Jurisdiction,
$3,346,850 , 48.8% TOTAL
Palo Alto citywide 2023Q2 SALES TAX AMOUNTS
MISCELLANEOUS, $186,015 , CONSTRUCTION. $44,663,
L
NESS TO BUSINESS,
4,782 , 33.7% TOTAL
GENERAL RETAIL,
$2,013,002 ,
27.2% TOTAL
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CALIFORNIA LEGISLATI
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Legislative Update
September 4, 2024
The legislature concluded its two year session late Saturday
night, forgoing some standard legislative procedures and
shutting down floor debate to pass bills moments before
the midnight deadline. It was a notable end -of -session, not
only because of the push to beat the clock, but also
because the tension between the administration, Senate,
and Assembly was palpable.
Governor Gavin Newsom convened a special session of
the legislature on oil and gas prices on the final day of
session, after Assembly leadership declined to pass
eleventh -hour legislation championed by the governor.
The Assembly gaveled in the special session, while Senate
pro Tempore Mike McGuire (D-Geyserville) stated that
the Senate would not be convening the special session, as
he had been willing to consider the proposal within the
regular session. It is unclear what will result from the
refusal, however, hundreds of bills are awaiting the
governor's signing or veto, potentially giving Newsom
some leverage.
As is customary, the two houses of the legislature
participated in a bit of gamesmanship, holding on to bills
from the other house longer than necessary. What was
unusual, was that the final exchange of bills was at 11 p.m.,
which led to the Assembly waiving rules and sending a few
bills that had not been vetted in a policy committee
directly to the governor. In the final minutes before
midnight, Assembly Member Bill Essayli (R -Corona)
repeatedly objected to the decision to limit debate to 30
seconds, shouting and pounding on his desk, then
departing prior to the close of session.
The subject matter of the most controversial legislative
proposals competing for attention in the last days of
session was far ranging. The legislature passed bills
addressing a ban on leaded aviation fuel, artificial
intelligence and "deep fakes," affordable housing and
jobless aid for undocumented immigrants, pharmacy
benefit managers, and medical debt reporting on credit
reports. Prescriptive legislation impacting warehouse
design and build standards, AB 98 (Carrillo) briefly
outlined in the economic development section of this
memo, was easily the most debated measure impacting
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local jurisdictions. The measure passed the legislature
without being heard in an Assembly policy committee, and
is on the governor's desk.
Last month, Governor Newsom signed a major package of
legislation targeting organized retail theft and aiming to
head off more stringent measures proposed under Prop.
36, which voters will consider in November. The package
is intended to make it easier to prosecute retail and vehicle
thefts, while preserving provisions contained in Prop. 47
(2014) which reduced prison sentences for nonviolent
crimes.
For the remaining bills passed by the legislature, the
governor has until September 30 to sign or veto legislation.
Unless the legislature gathers prior to December to act on
the special session, they will next convene on December 2
in Sacramento to open the 2025-26 legislative session.
Below is a summary of key legislation we have been
following this year, most of which are awaiting action by
the governor.
Broadband
AB 1588 (Wilson) Affordable Internet and Net
Equality Act of 2024. As amended 7/3/24. This bill
would require the California Public Utilities Commission
to establish an expedited process by which an existing
regulated telephone service provider that offers broadband
services or has an affiliate that offers broadband services
can become an eligible telecommunications carrier for the
purposes of providing Lifeline services.
Status: Held on the Senate Appropriations committee
suspense file — dead.
Cal Cities Position: Watch
AB 1826 (Holden) Digital Equity in Video
Franchising Act of 2024. As amended 8/15/24. This bill
makes various modifications to cable franchise
requirements to expand the authority of the California
Public Utilities Commission to regulate cable video
services. The measure also modifies the cable franchise
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application and renewal process to require public hearings
before the issuance or renewal of a cable franchise and
raises local fines for violations of certain customer service
requirements.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 2239 (Bonta) Digital discrimination of access:
prohibition. As amended 7/3/24. This bill would define
"digital discrimination of access" and prohibit entities that
provide, facilitate, and affect consumer access to
broadband internet from engaging in it.
Status: Held on the Senate Appropriations committee
suspense file — dead.
Cal Cities Position: Watch
SB 1383 (Bradford) California Advanced Services
Fund: Broadband Public Housing Account. As
amended 4/9/24. This bill expands eligibility for the
California Advanced Services Fund Broadband Public
Housing Account, authorizes the use of Public Housing
Account funds for devices that improve existing
broadband service, and enables Public Housing Account
recipients offering new broadband plans within low-
income communities to provide a free or low-cost
broadband plan to those communities as a condition of
obtaining the grant.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
Cannabis
AB 1111 (Pellerin) Cannabis: small producer event
sales license. As amended 8/15/24. This bill requires the
Department of Cannabis Control (DCC) no later than Jan.
1, 2026, to issue small producer event sales licenses that
authorizes the license holder to sell cannabis or cannabis
products, containing cannabis cultivated by that licensee, at
licensed state temporary events, and requires the DCC to
charge each small producer event sales licensee a licensing
fee. The bill authorizes a licensee who holds a valid annual
state cultivation license and a valid license, permit, or other
authorization for cannabis cultivation issued by a local
jurisdiction, and who meets specified other requirements,
to apply for a small producer event sales license. Finally,
the bill limits the retail sales of cannabis and cannabis
products by a small producer at state temporary events to
$175,000 in gross revenue per year. Starting Jul. 1, 2027,
the DCC may increase this cap through regulation after
reevaluation.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
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AB 1610 (Jones -Sawyer) Cannabis: Department of
Cannabis Control. As amended 6/19/24. This bill would
make changes to the testing standards for licensed
cannabis, including requiring testing for cannabigerolic
acid and heavy metals. The bill would also subject testing
laboratories to in -person audits by the DCC at least once
every 2 years and would require the results of those audits
to be posted on the DCC's website.
Status: Held on the Senate Appropriations committee
suspense file — dead.
Cal Cities Position: Watch
AB 1616 (Lackey) California Cannabis Tax Fund:
Board State and Community Corrections grants. As
introduced 2/17/23. This bill would amend the Board of
State and Community Corrections' (BSCC) Prop. 64 Public
Health and Safety Grant Program to expand the eligibility
criteria so that all of California's 482 cities and 58 counties
may apply for grant funding. The bill further directs the
BSCC to prioritize the allocation of BSCC grants to
programs addressing unlawful retail and cultivation
activities.
Status: Referred, but never heard in the Senate Public
Safety committee - dead.
Cal Cities Position: Support
AB 1775 (Haney) Cannabis: local control: cannabis
consumption. As amended 8/23/24. This bill authorizes
a local jurisdiction to allow for the preparation or sale of
non -cannabis food or beverage products by a licensed
retailer or microbusiness in the area where the
consumption of cannabis is allowed, and to allow, and to
sell tickets for, live musical or other performances on the
premises of a licensed retailer or microbusiness in the area
where the consumption of cannabis is allowed. The bill
additionally specifies that these provisions do not
authorize a licensed retailer or microbusiness to prepare or
sell industrial hemp or products containing industrial
hemp, as provided.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 2223 (Aguiar-Curry) Cannabis: industrial hemp.
As amended 5/16/24. This bill would revise the
requirements governing industrial hemp products to clarify
and expand the prohibition on synthetic forms of THC,
limits hemp products to no more than one milligram of
THC per product, including no more than 0.25 milligrams
per serving, establishes a seizure and embargo process for
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unlawful hemp products, and provides for the integration
of hemp products into the marketplace for cannabis
regulated by the DCC.
Status: Held on the Senate Appropriations committee
suspense file — dead.
Cal Cities Position: Support
AB 2555 (Quirk -Silva) Sales and use tax: exemption:
medicinal cannabis: donations. As amended 4/8/24.
This bill ensures continued access to medicinal cannabis
donations for low-income patients by extending
indefinitely the sales and use tax exemption for medicinal
cannabis or medicinal cannabis products that are donated
by cannabis licensees by extending the current exemption
for an additional five years to Jan. 1, 2030.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
SB 820 (Alvarado -Gil) Cannabis: enforcement: seizure
of property. As amended 5/1/23. This bill would
authorize any local jurisdiction or the DCC, upon
obtaining an inspection warrant, to seize property in the
place, building, yard, or enclosure where unlicensed
commercial cannabis activity is conducted, and authorizes
the forfeiture, sale, and distribution of such property, as
specified.
Status: Held on the Assembly Appropriations committee
suspense file - dead.
Cal Cities Position: Support
SB 1059 (Bradford) Cannabis tax: cannabis retailers.
As amended 4/24/24. This bill clarifies that the state's
15% excise tax is calculated based on gross receipts of
cannabis products and does not capture any tax or fee
imposed by a local jurisdiction.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
SB 1064 (Laird) Cannabis. As amended 8/22/24. This
bill revises the Medicinal and Adult Use Cannabis
Regulation and Safety Act licensing scheme for
commercial cannabis activities by adding a combined
activities license classification, as defined as a state license
that authorizes 2 or more commercial cannabis activities at
the same premises.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Support
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demographic data about a person applying for a state
license.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
Online Sales
SB 1144 (Skinner) Marketplaces: online marketplaces.
As amended 7/1/24. This bill expands existing provisions
requiring online marketplaces to collect certain
information from high -volume third -party sellers and
extends the authority to enforce these provisions to the
district attorney in any county, a city attorney in any city,
or a county counsel in any county.
Status: Chapter 172, Statutes of 2024.
Cal Cities Position: Support
Short -Term Rentals
AB 2202 (Rendon) Short-term rentals: disclosure:
cleaning tasks. As amended 8/15/24. This bill requires a
place of short-term lodging or a website, application, or
other similar centralized online platform to include
specified disclosures to be affirmatively acknowledged by
the consumer about additional fees and charges that will
be added if a consumer fails to complete certain cleaning
tasks and a description of those tasks.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
SB 683 (Glazer) Hotels and short-term rentals:
advertised rates: mandatory fees. As amended 9/7/23.
This bill would, beginning Jul. 1, 2024, require a person or
a website, application, or other similar centralized platform
that advertises a hotel room rate or short-term rental rate
before the public in this state, or from this state before the
public in any state, to include in the advertised hotel room
rate or short-term rental rate all mandatory fees, that will
be charged in order for the consumer to stay in the hotel
room or short-term rental and include in the total price to
be paid, before the consumer reserves the stay, all taxes
and fees imposed by a government on the stay.
Status: Placed on the Assembly inactive file - dead.
Cal Cities Position: Watch
Sales and Use Taxes
SB 1109 (Bradford) Cannabis licensure. As amended AB 52 (Grayson) Income tax credit: sales and use
5/16/24. This bill requires the DCC to collect taxes paid: manufacturing equipment: research and
development equipment. As amended 8/15/24. This bill
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allows a credit under both the Personal Income Tax Law
and the Corporation Tax Law equal to the amount of sales
tax reimbursement or use tax paid on purchases that were
partially exempt under the existing sales and use tax
exemption for manufacturing and research and
development.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: None
AB 2061 (Wilson) Sales and Use Tax: exemptions:
zero -emission public transportation ferries. As
amended 5/1/24. This bill, beginning Jan. 1, 2025, and
until Jan. 1, 2030, provides a partial sales and use tax
exemption for a zero -emission public transportation ferry,
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Support
AB 2274 (Dixon) Taxation: sales and use taxes:
exemption: tax holiday. As amended 3/21/24. This bill
would, on and after Jan. 1, 2025, exempt from sales and
use taxes the gross receipts from the sale of, and the
storage, use, or other consumption of, any tangible
personal property purchased during the first weekend in
August, beginning at 12:01 a.m. on Saturday and ending at
11:59 p.m. on Sunday.
Status: Referred, but never heard in the Assembly Revenue
& Taxation committee - dead.
Cal Cities Position: Oppose
AB 2443 (Carillo) Transactions and use taxes: Cities
of Lancaster, Palmdale, and Victorville. As amended
8/6/24. This bill authorizes the cities of Lancaster,
Palmdale, and Victorville to impose a transaction and use
tax for the support of countywide transportation programs
or general services. The tax rate may be up to 1%, even if
it causes the combined transactions and use tax rate to
exceed the statutory limit of 2%, provided certain
conditions are met. The bill specifies that any tax imposed
under this authorization will not count towards the 2%
combined rate limit. The authorization for these cities to
impose the tax will be repealed on Jan. 1, 2029, if an
ordinance proposing the tax has not been approved by
that date.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 2854 (Irwin) Bradley -Burns Uniform Local Sales
and Use Tax Law. As amended 8/15/24. This bill
requires local agencies to publish on their websites and
provide to the California Department of Tax and Fee
Administration specified information relating to each
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agreement resulting in the direct or indirect payment,
transfer, diversion, or rebate of Bradley -Burns Sales Taxes.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Support
AB 3259 (Wilson) Transactions and use taxes: County
of Solano. As amended 8/22/24. This bill authorizes the
cities of Campbell and Pinole, Solano County, or any city
within Solano County, to impose a transaction and use tax
for general or specific purposes that exceeds the 2%
statutory limitation, by ordinance of citizen's initiative. The
bill repeals this authorization on Jan. 1, 2029, if an
ordinance or citizens' initiative proposing the tax has not
been approved by that date.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
Property Tax
AB 1093 (Patterson) Property taxation: manufactured
homes: tax collection. As amended 7/13/23. This bill
would revise the Manufactured Home Property Tax Law
procedures for issuing a tax clearance certificate or a
conditional tax clearance certificate and for the collection
of unpaid, estimated taxes. With respect to the collection
of taxes that are not yet payable, the bill would require
those taxes to be computed by a certificate or statement
prepared by the tax collector, upon request by an escrow
officer, as provided, giving their estimate of those taxes or
assessments for the current fiscal year and one succeeding
fiscal year.
Status: Held on the Senate Appropriations committee
suspense file - dead.
Cal Cities Position: Watch
AB 1868 (Friedman) Property taxation: assessments:
affordable housing. As amended 8/22/24. This bill
makes a rebuttable presumption that an assessor shall not
include the value of the deed of trust on certain
affordability -restricted properties utilizing the community
land trust model.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 2353 (Ward) Property taxation: welfare exemption:
delinquent payments: interest and penalties. As
amended 8/21/24. This bill prohibits a county tax
collector from taking or continuing any collection action
for any delinquent installments of property taxes levied on
a taxpayer that intends to develop the property for rent at
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affordable rates to low-income households, among other
conditions.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 2506 (Lowenthal) Property taxation: local
exemption: possessory interests: publicly owned
housing. As introduced 2/13/24. This bill would
authorize a county board of supervisors to exempt from
property taxation any possessory interest held by a tenant
of publicly owned housing with a value so low that the
total taxes and applicable subventions on the property
would amount to less than the cost of assessing and
collecting them.
Status: Referred, but never heard in the Assembly Revenue
& Taxation committee - dead.
Cal Cities Position: Watch
AB 2564 (Boerner) Property tax postponement: Senior
Citizens and Disabled Citizens Property Tax
Postponement Fund. As introduced 2/14/24. This bill
requires money to be transferred, on Jun. 30, 2025, and on
Jun. 30 each year thereafter, from the state General Fund
to the Senior Citizens and Disabled Citizens Property Tax
Postponement Fund when the balance in the latter fund is
less than $15 million.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Support
AB 2647 (Low) Property taxation: disabled veterans'
exemption: welfare exemption: housing for law
enforcement and firefighters. As amended 4/10/24.
This bill would expand the disabled veterans' property tax
exemption and would provide an unmarried surviving
spouse a property tax exemption in the same amount that
they would have been entitled to if the veteran was alive
and if certain conditions are met.
Status: Referred, but never heard in the Assembly Revenue
& Taxation committee - dead.
Cal Cities Position: Watch
AB 2897 (Connolly) Property tax: welfare exemption:
community land trusts. As amended 8/20/24. This bill
makes changes to the definition of a community land trust
(CLT) for purposes of property tax assessment and adds
cross references in various statutes to the definition of
CLT.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
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AB 3134 (Chen) Property taxation: refunds. As
amended 8/23/24. This bill makes changes to laws guiding
property tax refunds by allowing refunds to be paid
without the taxpayer filing a claim under certain
circumstances. Additionally, the measure increases from
$5,000 to $10,000 the thresholds for automatic refunds
due to value reductions, roll corrections, cancellations, and
when the refund is issued to the recorded owner of the
property rather than to the person who actually paid the
tax.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 3277 (Committee on Local Government) Local
agency formation commission: districts: property tax.
As introduced 2/27/24. This bill requires a commission to
determine the amount of property tax revenue to be
exchanged by an affected local agency if the proposal
includes the formation of a district and the applicant is
seeking a share of the 1% ad valorem property taxes.
Status: Chapter 70, Statutes of 2024.
Cal Cities Position: None
SB 726 (Archuleta) Property taxation: exemption:
disabled veteran homeowners. As amended 4/13/23.
This bill would increase the disabled veterans' exemption
from property taxation to $863,790, and indexes the
increased amount for inflation, for lien dates between Jan.
1, 2024, and Jan. 1, 2034.
Status: Referred, but never heard in the Assembly Revenue
& Taxation committee - dead.
Cal Cities Position: Watch
SB 871 (Archuleta) Property taxation: homeowners',
veterans', and disabled veterans' exemptions. As
amended 9/1/23. This bill would amend the homeowners'
exemption from property tax to allow a property that
receives the homeowners' exemption to also receive the
disabled veterans' or veterans' exemptions; and takes effect
only if voters approve SCA 6 (Archuleta). SCA 6, outlined
below, is also dead for the year.
Status: Referred to, but never heard in the Assembly
Revenue & Taxation committee - dead.
Cal Cities Position: Watch
SB 1072 (Padilla) Local government: Proposition 218:
remedies. As amended 6/17/24. This bill provides that, if
a court determines that a fee or charge for a property -
related service violates Prop. 218, then the local agency
must credit that amount against the cost of providing the
property related service.
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Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Support
SB 1164 (Newman) Property taxation: new
construction exclusion: accessory dwelling units. As
amended 5/16/24. This bill would enact a property tax
new construction exclusion for the addition or
construction of an accessory dwelling unit between Jan. 1,
2025, and Jan. 1, 2030.
Status: Referred, but never heard in the Assembly Revenue
& Taxation committee - dead.
Cal Cities Position: Oppose
SCA 6 (Archuleta) Property taxation: veterans'
exemption. As amended 4/26/23. Upon approval of
voters, this bill would allow a dwelling that receives the
veterans' exemption or the disabled veteran's exemption to
also receive the homeowners' exemption. Additionally, it
would authorize the legislature to exempt property eligible
for the veterans' exemption in an amount up to the full
value of the property. If the legislature increases the
homeowners' exemption, the measure would require that
the legislature provide the same increase in the veterans'
exemption, except as limited by the full value of the
property.
Status: Never referred to a policy committee in the
Assembly - dead.
Cal Cities Position: Watch
Corporation Tax
AB 1973 (Lackey) Personal Income Tax Law:
Corporation Tax Law: Bobcat Fire: exclusions. As
amended 4/18/24. This bill would, for taxable years
beginning on or after Jan. 1, 2024, and before Jan. 1, 2029,
provide an exclusion from gross income for any qualified
taxpayer, for amounts received in settlement for costs and
losses associated with the 2020 Bobcat Fire in the County
of Los Angeles.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: None
AB 3160 (Gabriel) Insurance, income, and corporation
taxes: credits: low-income housing. As amended
8/23/24. This bill provides that an additional allocation of
$500 million to the Low Income Housing Tax Credit is
not subject to an appropriation in the annual Budget Act
for calendar years 2026 through 2030.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
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SB 542 (Dahle) Personal Income Tax Law:
Corporation Tax Law: wildfires: exclusions. As
amended 7/3/24. This bill, for taxable years beginning on
or after Jan. 1, 2022, and before Jan. 1, 2027, provides an
exclusion from gross income for any qualified taxpayer, for
amounts received in settlement for costs and losses
associated with the 2021 Dixie Fire in the counties of
Butte, Plumas, Lassen, Shasta, and Tehama, or the 2022
Mill Fire in the County of Siskiyou.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: None
Revenue and Taxation
AB 2557 (Ortega) Local agencies: contracts for special
services and temporary help: performance reports. As
amended 7/3/24. This bill would impose new
requirements on the governing bodies of local agencies
that wish to contract out for certain services, as specified,
including posting contracts and related documents on the
local agency's website and providing advance notice to the
public agency's affected workforce union representative, as
specified. The bill would also require public contracts for
functions currently or previously performed by unionized
public employees to include specified information
beginning Jul. 1, 2026.
Status: Held on the Senate Appropriations committee
suspense file - dead.
Cal Cities Position: Oppose
AB 2561 (McKinnor) Local public employees: vacant
positions. As amended 8/23/24. This bill requires a
public agency to present the status of vacancies and
recruitment and retention efforts during a public hearing
before the governing board at least once per fiscal year and
entitles the union for a bargaining unit to make a
presentation at the public hearing, as specified.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Oppose
AB 2813 (Aguiar-Curry) Government Investment Act.
As amended 6/26/24. This is a companion bill to ACA 1
and ACA 10 which were approved by the legislature in
2023 and 2024 respectively, and placed on the November
2024 ballot as Prop. 5. If Prop. 5 is approved by California
voters, this bill defines "affordable housing" to include
rental housing, ownership housing, interim housing, and
affordable housing programs such as down payment
assistance, first-time homebuyer programs, and owner -
occupied affordable housing rehabilitation programs.
Additionally, the bill requires a local government to ensure
6
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that any project that is funded with Prop. 5 bonded
indebtedness or Prop 5 special taxes to have an estimated
useful life of at least 15 years or 5 years if the funds are for
specified public safety buildings, facilities, and equipment.
Status: Chapter 155, Statutes of 2024.
Cal Cities Position: Watch
AB 3005 (Wallis) Motor Vehicle Fuel Tax Law:
adjustment suspension. As introduced 2/16/24. This
bill would authorize the governor to suspend an
adjustment to the motor vehicle fuel tax, scheduled on or
after Jul. 1, 2025, upon determining that increasing the rate
would impose an undue burden on low-income and
middle-class families. Additionally, the measure would
require the governor to notify the legislature of an intent
to suspend the rate adjustment on or before Jan. 10 of that
year and would require the Department of Finance to
submit to the legislature a proposal by Jan. 10 that would
maintain the same level of funding for transportation
purposes as would have been generated had the scheduled
adjustment not been suspended.
Status: Never heard in policy committee - dead.
Cal Cities Position: Oppose
Development Fees
AB 1820 (Schiavo) Housing development projects:
applications: fees and exactions. As amended 8/20/24.
This bill authorizes a development proponent that submits
a preliminary application for a housing development
project to request a preliminary fee and exaction estimate,
as defined, and requires a local jurisdiction to provide the
estimate within 30 business days of the submission of the
preliminary application. For development fees imposed by
an agency other than a city, county, or city and county, the
bill requires the development proponent to request the fee
schedule from the agency that imposes the fee and requires
the agency that imposes the fee to provide the fee schedule
to the development proponent without delay.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Neutral
AB 2430 (Alvarez) Planning and zoning: density
bonuses: monitoring fees. As amended 8/23/24.
This bill prohibits a city, county, or city and county from
charging a monitoring fee on a 100% affordable housing
development using State Density Bonus Law (DBL) to
ensure the continued affordability required under DBL
and any applicable local inclusionary housing ordinance if
the units in the development are subject to a regulatory
monitoring agreement with certain state agencies.
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Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 2663 (Grayson) Affordable housing fees: reports.
As amended 6/17/24. This bill defines "inclusionary
housing in -lieu fees" to mean fees imposed as an
alternative means of compliance with an inclusionary
housing requirement. The bill, commencing on Jan. 1,
2026, and every 5 years thereafter, requires a local agency
that collects inclusionary housing in -lieu fees to post on its
internet website the amount of those fees collected in the
past 5 years and the project those fees were spent on.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 2729 (Patterson, Joe) Residential fees and charges.
As amended 8/21/24. This bill extends residential
development entitlements by 18 months.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 3177 (Carrillo, Wendy) Mitigation Fee Act: land
dedications: mitigating vehicular traffic impacts. As
amended 8/19/24. This bill prevents local agencies from
imposing land dedication requirements on new housing
developments in transit priority areas to widen a roadway
for vehicular traffic purposes, or for achieving a desired
roadway width, with certain exemptions.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
SB 937 (Wiener) Development projects: permits and
other entitlements: fees and charges. As amended
8/22/24. This bill prohibits a local government from
requiring payment of fees or charges for public
improvements or facilities on a designated residential
development project before the development receives a
certificate of occupancy, except under certain conditions.
Authorizes a local government to collect certain unpaid
fees or charges in accordance with a specified procedure if
the housing developer does not post a performance bond
or letter of credit.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Oppose unless amended
Economic Development
AB 98 (Carrillo) Planning and zoning: logistics use:
truck routes. As amended 8/28/24. This bill prohibits,
commencing Jan. 1, 2026, cities and counties from
approving new or expanded logistics uses unless they meet
7
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CALIFORNIA LE 1 LATI Sales Tax Digest Summary
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certain standards including buffer zones and mandatory
truck route provisions; requires cities and counties to
update their circulation elements to include truck routes;
and imposes study requirements on the South Coast Air
Quality Management District.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Oppose
AB 761 (Friedman) Local finance: enhanced
infrastructure financing districts. As amended 5/20/24.
This bill allows an enhanced infrastructure financing
district enacted primarily to develop and construct
passenger rail projects in Los Angeles County to last 75
years instead of 45 years if they receive specified federal
transportation loans.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 930 (Friedman) Local government: infrastructure
financing districts: Reinvestment in Infrastructure for
a Sustainable and Equitable California (RISE)
districts: housing development: restrictive covenants.
As amended 6/13/2024. This bill would authorize two or
more specified local governments to jointly form a RISE
district to use tax increment financing and other revenue
options to finance infill supportive infrastructure and
affordable housing, among other things, near major transit
stops. The bill would also require the Governor's Office of
Planning and Research to develop guidelines for the
formation of RISE districts, and require the Infrastructure
and Economic development Bank to establish a RISE
District Revolving Loan Program, upon appropriation by
the legislature, to provide RISE districts with initial startup
funding for eligible projects.
Status: Held on the Senate Appropriations committee
suspense file - dead.
Cal Cities Position: Watch
AB 1569 (Garcia) Salton Sea geothermal resource area:
Lithium Valley Office of Development. As amended
5/18/23. This bill would establish the Lithium Valley
Office of Development in the Energy Commission, and
require the office, in consultation with relevant state and
local agencies, to coordinate activities related to funding,
economic development, construction, manufacturing,
technical development, and reclamation of lithium located
in the Salton Sea geothermal resource area.
Status: Held on the Senate Appropriations committee
suspense file - dead.
Cal Cities Position: Watch
with County Pool and
Legislative Update
AB 1819 (Waldron) Enhanced infrastructure financing
districts: public capital facilities: wildfires. As amended
8/14/24. This bill allows enhanced infrastructure financing
districts to finance specified firefighting equipment if the
district is at least partially in a high or very high fire hazard
severity zone.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 2488 (Ting) Downtown revitalization and
economic recovery financing districts: City and
County of San Francisco. As amended 8/23/2024. This
bill allows the City and County of San Francisco to create a
Downtown Revitalization and Economic Recovery
Financing District to finance office -to -residential
conversion projects using incremental property tax
revenues.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 2922 (Garcia) Economic development: capital
investment incentive programs. As amended 8/23/24.
This bill reinstates the Capital Investment Incentive
Program until Jan. 1, 2035, and expands the program to
cover lower initial investment amounts if a project
proponent meets additional job creation requirements.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Support
SB 440 (Skinner) Regional Housing Finance
Authorities. As amended 8/19/24. This bill authorizes
two or more local governments to establish a regional
housing finance authority to raise, administer, and allocate
funding for affordable housing and provide technical
assistance at a regional level for affordable housing
development.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
SB 864 (Smallwood -Cuevas) Workforce development:
workplace rights curriculum. As amended 7/3/23. This
bill would require the California Workforce Development
Board to assist the governor with partnering with the labor
commissioner and other subject matter experts in
developing a workplace rights curriculum to be provided
to all individuals receiving individualized career services,
supportive services, or training services through the
California workforce system. The measure would require
each local workforce development board to ensure the
provision of workplace rights training consistent with that
workplace rights curriculum. The bill would require the
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comprehensive 4 -year local plan to include a description of
how the local board plans to comply with this requirement.
Status: Held on the Assembly Appropriations committee
suspense file - dead.
Cal Cities Position: Watch
SB 1140 (Caballero) Enhanced infrastructure
financing district. As amended 8/8/24. This bill makes a
series of changes to the enhanced infrastructure financing
district formation process, and expands the type of
projects that these districts and other similar districts can
finance to include projects that improve air quality.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
Transit
AB 1853 (Villapudua) San Joaquin Regional Transit
District: meetings: surplus money investments. As
amended 6/3/24. This bill authorizes the San Joaquin
Regional Transit District board to provide, by ordinance or
resolution, that each board member receive $100 for each
board meeting and committee meeting attended, not to
exceed $500 in a calendar month.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 1924 (Nguyen, Stephanie) Sacramento Regional
Transit District. As amended 5/13/24. This bill allows
the Sacramento Regional Transit District to expand its
service area to any city within Sacramento County and any
other portion of the unincorporated territory within the
boundaries of Sacramento County where the county has
declared a need for the district to operate and reduces the
number of Board Members that may be appointed by the
City of Sacramento from 4 to 3.
Status: Chapter 92, Statutes of 2024.
Cal Cities Position: Watch
AB 2325 (Lee) San Francisco Bay Area Rapid Transit
District: officers: designation and appointment. As
amended 5/30/24. This bill eliminates the treasurer and
controller as specifically designated officers of the San
Francisco Bay Area Rapid Transit District and as positions
subject to appointment and removal by the board. It
additionally eliminates specified qualifications applicable to
the controller.
Status: Chapter 106, Statutes of 2024.
Cal Cities Position: None
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AB 2553 (Friedman) Housing development: major
transit stops: vehicular traffic impact fees. As amended
8/13/24. This bill requires cities and counties to set lower
traffic impact mitigation fees for transit -oriented housing
developments near major transit stops, instead of just at
transit stations, and changes the definition of a major
transit stop.
Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
AB 2634 (McCarty) Sacramento Regional Transit
District. As amended 5/30/24. This bill exempts the
Sacramento Regional Transit (SacRT) District from a
requirement that each transit operator that offers reduced
fares to senior citizens must also offer reduced fares to
disabled persons at the same rate established for senior
citizens until Jan. 1, 2027. Further mandates that if SacRT
offers reduced fares to senior citizens only, under this
exemption, the district shall not increase fares for disabled
persons or disabled veterans. Lastly, the bill requires, under
this exemption, that if SacRT offers reduced fares to
senior citizens only, then SacRT is to submit a report to
the legislature by Jan. 1, 2026.
Status: Chapter 111, Statutes of 2024.
Cal Cities Position: None
SB 904 (Dodd) Sonoma-Marin Area Rail Transit
District. As amended 8/19/24. This bill expands the
authority of the Sonoma-Marin Area Rail Transit District's
board. In addition to submitting a retail transaction and
use tax ordinance to the voters, the bill allows for special
district taxes to be imposed by a qualified voter initiative.
It requires the boards of supervisors in Sonoma and Marin
counties to call a special election for any tax measure
proposed by either the district's board of directors or a
qualified voter initiative. The bill also mandates that the
district reimburse the counties for the incremental costs of
submitting the measure to voters, upon request.
Status. Enrolled, awaiting action by the governor.
Cal Cities Position: None
SB 960 (Wiener) Transportation: planning: transit
priority projects: multimodal. As amended 8/22/24.
This bill requires Caltrans to include complete streets
assets in its asset management plan, system highway
management plan, and in the plain language performance
report for the state highway operation and protection
program (SHOPP). The measure further requires Caltrans
to develop and adopt transit priority policy and guidelines;
and requires Caltrans to commit to specific 4 -year targets
to incorporate complete streets facilities in the SHOPP.
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Status: Enrolled, awaiting action by the governor.
Cal Cities Position: Watch
SB 1031 (Wiener) San Francisco Bay area: local
revenue measure: transportation improvements. As
amended 5/20/24. This bill would authorize the
Metropolitan Transportation Commission to propose new
taxes, allocate new revenue, and issue bonds for specified
transportation projects, and require the State
Transportation Agency to consider transit agency
consolidation within the San Francisco Bay area.
Status: Never assigned to a policy committee in the
Assembly - dead.
Cal Cities Position: None
SB 1417 (Allen) Transit districts: prohibition orders.
As introduced 2/16/24. This bill provides that the Santa
Monica Department of Transportation is also a transit
district for purposes of provisions regarding prohibition
orders.
Status: Chapter 189, Statutes of 2024.
Cal Cities Position: None
with County Pool and
Legislative Update
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CITY OF
PALO
ALTO
City Council
Staff Report
From: City Manager
Report Type: INFORMATION REPORTS
Lead Department: Administrative Services
Meeting Date: November 18, 2024
Report #:2410-3596
TITLE
Investment Activity Report for the First Quarter, Fiscal Year 2025
RECOMMENDATION
This is an informational report and no City Council action is required.
EXECUTIVE SUMMARY
The City's Investment Policy' (Policy) requires that staff report to Council quarterly on the City's
portfolio composition and performance compared to the Council -adopted Policy; discuss overall
compliance with the City's Investment Policy; and provide recommendations, if any, for Policy
changes. In addition, staff provides a detailed list of all securities and reports on the City's ability
to meet expenditure requirements over the next six months. This report is to inform Council of
the City's investment portfolio performance as of the first quarter ending September 30, 2024
and to disclose staff's cash flow projections for the next six months. Staff expect that the City will
have sufficient funds or liquidity to meet expenditure requirements for the next six months. The
portfolio details, activities, and performance are discussed below, and additional information is
provided in the attachments. During the first quarter staff complied with all aspects of the
Investment Policy and no significantly notable activity or changes in value occurred in this
reporting period.
The City's investment portfolio is summarized in Graph 1 and detailed in the Investments by Fund
Report (Attachment B). The Investments by Fund Report groups the portfolio's securities by
investment type and includes details of the investment issuer, date of maturity, current market
value, the book and face (par) value, and the weighted average maturity of each type of
investment and of the entire portfolio.
1 City of Palo Alto website, Administrative Services Department, Money Management & Treasury:
https://www.cityofpaloalto.org/files/assets/public/v/1/administrative-services/investment-policies/adopted-
investment-policy-1-39-asd.pdf
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Graph 1: Investments by Type - $595.6 Million
(Par Value)
Liquid Accts. U.S. Treasury
9.4% 0.8%
Supranational
8.2%
U.S. Agency
30.0%
U.S. Corporate
4.9%
Negotiable CD
7.1%
U.S.
Municipal/State
39.6
The par value of the City's portfolio is $595.6 million; in comparison, last quarter it was $640.9
million. The $45.3 million portfolio decline since the last quarter results from timing of cash flows,
from the prepayment of the City's Fiscal Year 2025 Unfunded Accrued Liability (UAL) pension cost
for active employees to the Public Employers' Retirement System (PERS) totaling $47.2 million,
major revenue receipt due to seasonality timing, and delayed reimbursement of State Revolving
Fund (SRF) loans for Wastewater Treatment capital projects. Property taxes and related receipts
begin the second, third, and fourth quarters and major revenues such tax as sales, transient
occupancy and utility user's taxes are historically higher in the fourth quarter of FY 2024.
The portfolio consists of $56.1 million in liquid accounts and $539.5 million in various investment
types as detailed in the following Table 1. The Investment Policy requires that at least $50 million
be maintained in securities maturing in less than two years. The portfolio includes $232.2 million
in investments maturing in less than two years, comprising 39.0% of the City's investment
portfolio. In addition, the Investment Policy allows up to 30% of the portfolio to be invested in
securities with maturities beyond five years; actual at the end of the first quarter is 24.6% of the
portfolio.
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* $124.4 million or 19.8% are in investments that support Environmental, Social, and Governace (ESG) Activities
(aka "Green", local banks, and Supranational Bonds)
The current market value of the portfolio is 96.0% of the book value. The market value of
securities fluctuates, depending on how interest rates perform.
As interest rates decrease, the market value of the City's portfolio will likely increase, and vice
versa. There are inherent principal risks when actively buying and selling securities; reporting
on market values a reporting requirement that informs staff of the portfolio's overall position.
The market valuation is provided by U.S. Bank, the City's safekeeping agent. The average life to
maturity of the investment portfolio is 2.94 years compared to 3.11 years last quarter.
To minimize investment principal risk of loss due to lower market values, the City's investment
practice is to buy and hold investments to maturity. In the instances where there is a need to
sell securities for contingency cash flow planning, the City's practice is to sell securities that are
at or above the market value.
Investments Made During the First Quarter
During the first quarter, $42.1 million of securities with an average yield of 3.9% matured. During
the same period, per the following Table 2, securities totaling $6.0 million with an average yield
of 4.0% were purchased. Though interest rates slightly rose on new investments, the City's
portfolio's average yield has begun to gradually decline. The City's short-term money market and
pool account decreased by $9.2 million compared to the fourth quarter of FY 2024. Staff
continually monitors the City's short-term cash flow needs and adjusts liquid funds to meet them.
In addition, per California Government Code Section 53607, the Administrative Services
Department is providing a monthly report of transactions (investments, reinvestment, sold, and
exchanged securities) to Council. Though not required by this code, included in this report are
security maturities and cash movement activity in the City's two liquid operating cash pool
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accounts (Local Agency Investment Fund and Fidelity accounts). Monthly and quarterly
investment reports, along with the City's Investment Policy, can be found on the City's website2.
* $2.5 million or 41.7% are in investments that support Environmental, Social, and Governace (ESG) Activities
(aka "Green", local banks, and Supranational Bonds)
Availability of Funds for the Next Six Months
Staff expects that the City will have sufficient funds or liquidity to meet expenditure
requirements for the next six months.
Projections indicate that for the City's cashflow, an overall growth in the portfolio of $34.2 million
is expected over the coming six months due to routine business activities. This reflects expected
receipts of $365.5 million and expenditures of $331.3 million over the next six months.
As of September 30, 2024, the City had $56.1 million deposited in the Local Agency Investment
Fund (LAIF) and a money market account. In addition, investments totaling $20.7 million will
mature between October 1, 2024 and March 31, 2025.
Compliance with City Investment Policy
During the first quarter, staff complied with all aspects of the Investment Policy. Attachment C
lists the major restrictions in the City's Investment Policy compared with the portfolio's actual
performance.
Investment Yields
Interest income on an accrual basis, for the General Fund, for the first quarter was $3.4 million;
compared to the prior year's fourth quarter of $4.1 million, or $0.5 million lower than the same
quarter of prior year due to declining yield investment environment. As of September 30, 2024,
the yield to maturity of the City's portfolio was 2.46%; in the prior quarter it was 2.59%. In the
first quarter, LAIF's average yield was 4.56% while the average yield on the two-year and five-
year Treasury bonds was approximately 4.03% and 3.79%, respectively. In comparison, in the
prior quarter LAIF had 4.36% yield and the two-year and five-year Treasury bonds yields were
higher at 4.82% and lower at 4.46%.
2 City of Palo Alto, Administrative Services, Financial Reporting, City Investment Reports and Policy:
www.cityofpaIoaIto.org/investmentreporting
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The City's portfolio yield is lower than the two-year and five-year Treasury bond due to the
declining but still high interest rates environment. It is expected that as the City's investments
mature in the next few years, funds will continue to be reinvested and will follow the economic
patterns. Graph 2 shows the City's yields and interest earnings for the past 22+ years.
Yields
Graph 2: Yields and Interest Earnings Int. Earnings(Millions)
6.0%
5.88%
$5.0
0
5.5/0
5.25% City of Palo Alto
4.98% 4.56%
$4.5
5.00%
5.0%
4. 54/ ° 5-Yr. Treasury
$4.0
4.5%
4.17%
1 Yr. Treasury
4.39% 4.39%
$3.5
4.0%
LAIF 4.00%
4.03%
3.5%
3' %
$3.0
2.88% 3.23% 3.79°
3.0%
2.63.63 %
$2.5
� 2.71% 2.47%
I I 1+
2.5%
1.8
$2.0
1.93% 1.66%
0
°
IIIIIIIIIII' 2.46%
$1.5
1.5%
0
1.29%
1.44% 1.10% I I r
$1.0
°
1.0%
1.41% 11
Ill]jj4
0.5%
I
$0.5
IIIIIIIIII 0.81%
0.25% 0.27%
0.0%
$0.0
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Fiscal Year Quarters
City's portfolio duration is 2.94 years.
Yield Trends
The Federal Open Market Committee (FOMC), since March 2020, has raised the federal funds
rate 11 times totaling 5.25% with the first occurring on March 16, 2022. Then beginning July
31, 2024, they decreased the rate twice totaling 0.75%.
In September 2024, the FOMC lowered interest rates by 50 basis points, targeting a range of
4.75-5%. This decision to ease monetary policy is likely to support growth and stabilize a
slowing national labor market. The Feds indicated that it may lower interest rates further over
the coming year.
Funds Held by the City or Managed Under Contract
Attachment A is a consolidated report of all City investment funds, including those not held
directly in the investment portfolio. These include cash in the City's regular bank account with
US Bank and Wells Fargo. A description of the City's banking relationships can be found in City
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Council Staff Report ID # 2404-28453.The bond proceeds, reserves, and debt service payments
being held by the City's fiscal agents are subject to the requirements of the underlying debt
indenture. The trustees for the bond funds are U.S. Bank and California Asset Management
Program (CAMP). Bond funds with U.S. Bank are invested in federal agency and money market
mutual funds that consist exclusively of U.S. Treasury securities. Bond funds in CAMP are invested
in banker's acceptance notes, certificates of deposit, commercial paper, federal agency
securities, and repurchase agreements. The most recent data on funds held by the fiscal agent is
as of September 30, 2024.
In January 2017, the City established a Section 115 Irrevocable Trust (Public Agencies Post -
Employment Benefits Trust) administered by Public Agency Retirement Services (PARS). This
fund is governed by the City's Retiree Benefit Policy as opposed to the Investment Policy;
however, it is discussed in this report to present the full picture of the City's investments. It is the
City's intent to prefund pension costs and began to address the Net Pension Liabilities (NPL) as
calculated by Governmental Accounting Standards Board Pronouncement No. 68 (GASB 68). The
Section 115 Trust offered by PARS has five portfolios from which to choose in making investments
of City funds. In February 2023, the City Council revised the City's portfolio selection from
"Moderately Conservative" to "Moderate", shifting from the second most conservative to third.
Additional information on the establishment of this trust can be found in City Council Staff Report
ID # 75534. Through June 30, 2024, principal investment contributions of $73.3 million made
over time since May 2017, has increased to $90.2 million and the net return for one and five
years has been 22.9% and 4.6% respectively. Since inception, $17.7 million net earnings have
been realized with $0.8 million in administrative expenses.
FISCAL/RESOURCE IMPACT
This is an information report.
STAKEHOLDER ENGAGEMENT
Staff works internally and with external parties (U.S. Bank's custodial, U.S. Bank's bonds, Wells
Fargo and U.S. Bank's banking, California Asset Management Program (CAMP), and Public
Agency Retirement Services (PARS)) statements to prepare this report.
ENVIRONMENTAL REVIEW
This Council informational report is not a project under California Environmental Quality Act
(CEQA) as defined in CEQA Guidelines, section 15378, because it has no potential for resulting in
either a direct or reasonably foreseeable indirect physical change in the environment.
3 City Council, June 17, 2024, https://recordsportal.paloalto.gov/Weblink/DocView.aspx?id=82899
4 City Council, January 23, 2017 Item #5, CMR 7553: https://www.cityofpaloalto.org/files/assets/public/agendas-
m i n utes-re po its/reports/city-manager-reports-cm rs/yea r-archive/2017/7553. pdf
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retitr_telsIITItAU �
Attachment A: Consolidated Report of Cash Management
Attachment B: Investment Portfolio
Attachment C: Investment Policy Compliance
APPROVED BY:
Lauren Lai, Administrative Services Director
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Attachment A -
Consolidated Report of ent A
Cash Management
Consolidated Report of Cash Management
City of Palo Alto Cash and Investments
First Quarter, Fiscal Year 2023-24
(Unaudited)
City Investment Portfolio (see Attachment B)
Other Funds Held by the City
Cash with Wells Fargo Bank
(includes general and imprest accounts)
Cash with US Bank
Total - Other Funds Held By City
Funds Under Management of Third Party Trustees *
Debt Service Proceeds
US Bank Trust Services **
2009 Water Revenue Bonds (Build America Bonds)
Debt Service and Reserve Funds
2011 Utility Revenue Refunding Bonds
Book Value
$ 592,141,181 $
875,610
1,653,531
2,529,141
2,451,279
Market Value
568,521,937
875,610
1,653,531
2,529,141
2,451,279
Debt Service and Reserve Funds
1,081
1,081
2018 Capital Improvement (Golf Course & 2002B COP Refinance)
(Taxable- Green Bond) Certificates of Participation
Debt Service Funds
346
346
2019 California Avenue Parking Garage Certificates of Participation
(Tax -Exempt and Taxable Bonds)
Debt Service and Reserve Funds
577,120
577,120
2021 Public Safety Building Certificates of Participation
Debt Service Funds
2,819
2,819
2022A & B General Obligation (Library) Bond
Cost of Issuance Funds
4,344
4,344
California Asset Management Program (CAMP) ***
2012 University Ave. Parking Refunding Bonds
Reserve Fund
3,007,596
3,007,596
Public Agencies Post -Employment Benefits Trust **
Public Agency Retirement Services (PARS)
90,173,209
90,173,209
Total Under Trustee Management
96,217,794
96,217,794
GRAND TOTAL $
690,888,115
$ 667,268,872
* These funds are subject to the requirements of the underlying debt indenture.
** U.S. Bank investments are in money market mutual funds that exclusively invest in U.S. Treasury securities.
*** CAMP investments are in money market mutual fund which invest in bankers acceptance, certificate of deposit,
commercial paper, federal agency securities, and repurchase agreements.
**** PARS investments are in moderately conservative index plus funds
Item 12: Staff Report Pg. 8• ] [ Packet Pg. 405 of 435
Item 12 hment B
Attachment B - Investment Portfolio of Palo Alto
'r
City of Palo Alto Administration Svcs. Dept.
250 Hamilton
Fund ALL - Portfolio Listings Ave., 4th Floor
Palo Alto, CA 94301
PALO Investments by Fund (650)329-2362
A LTO September 30, 2024
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
LAIF & Fidelity
Cash Accounts
SYS158
158
Fidelity Investments
07/01/2023
11,230,360.51
11,230,360.51
11,230,360.51
5.150
5.079
5.150
1
SYS159
159
Local Agency Investment Fund
07/01/2023
44,862,102.84
44,862,102.84
44,954,567.40
4.580
4.517
4.580
1
Subtotal and Average
56,092,463.35
56,092,463.35
56,184,927.91
4.630
4.694
1
Negotiable Certificates of Deposits
00453NAA9
2831
NCD
Achieve Federal Credit Union
02/17/2023
249,000.00
249,000.00
251,532.33
4.650
4.589
4.653
02/17/2026
504
011852AK6
2850
NCD
Alaska USA Federal CU
03/22/2023
249,000.00
249,000.00
258,489.39
4.850
4.789
4.855
03/22/2028
1,268
01882MAB8
2781
NCD
Alliant Credit Union
12/30/2022
249,000.00
249,000.00
258,225.45
4.950
4.884
4.952
12/30/2027
1,185
022663BS6
2867
NCD
Amalgamated Fin Corp Bank
04/14/2023
249,000.00
249,000.00
249,124.50
5.000
4.937
5.005
04/14/2028
1,291
028402CW3
2984
NCD
American National Bank Omaha
02/28/2024
249,000.00
249,000.00
250,115.52
4.900
4.836
4.903
02/26/2027
878
033537BC4
2997
NCD
Anderson Bros Bank
03/08/2024
249,000.00
249,000.00
250,396.89
5.100
5.033
5.103
06/09/2025
251
034577AN6
2298
NCD
Aneca Federal Credit Union
03/20/2020
249,000.00
249,000.00
245,045.88
1.100
1.085
1.100
03/20/2025
170
00224TAL0
2806
NCD
A+ Federal Creit Union
01/27/2023
249,000.00
249,000.00
249,034.86
4.700
4.641
4.705
01/27/2025
118
04288LAA6
2801
NCD
Arsenal Credit Union
01/20/2023
249,000.00
249,000.00
249,057.27
5.100
5.030
5.100
01/21/2025
112
052392CC9
2732
NCD
Austin Telco Fed. Credit Union
11/28/2022
249,000.00
249,000.00
255,439.14
5.050
4.984
5.053
11/27/2026
787
02589AEG3
2729
NCD
American Express Centurion Bk
11/16/2022
249,000.00
249,000.00
257,832.03
5.000
4.931
5.000
11/16/2027
1,141
06051 V7Z3
2962
NCD
Bank of America
02/07/2024
249,000.00
249,000.00
249,557.76
4.850
4.787
4.854
02/08/2027
860
06654HAA6
2453
NCD
Banner Capital Bank
11/27/2020
248,855.87
249,000.00
239,191.89
0.450
0.493
0.500
11/28/2025
423
065847EH4
2455
NCD
Bank of Wisconsin Dells
11/23/2020
250,010.00
249,000.00
242,727.69
1.050
0.542
0.549
07/28/2025
300
07181JAU8
2730
NCD
Baxter Credit Union
11/22/2022
249,000.00
249,000.00
255,182.67
5.000
4.940
5.009
11/23/2026
783
05988ACT7
2959
NCD
BANESCO USA Bank
02/14/2024
249,000.00
249,000.00
249,343.62
4.950
4.879
4.947
08/14/2026
682
07371AYT4
2668
NCD
Beal Bank - Piano, TX
03/02/2022
248,820.23
249,000.00
239,057.43
2.050
2.053
2.081
02/24/2027
876
88241THJ2
2346
NCD
Texas Exchange Bank
06/02/2020
249,000.00
249,000.00
243,345.21
1.000
0.986
1.000
06/13/2025
255
066519QC6
2474
NCD
BankUnited NA
01/22/2021
248,837.05
249,000.00
238,370.19
0.550
0.592
0.600
01/22/2026
478
05600XBX7
2480
NCD
BMO Harris Bank
01/27/2021
248,672.91
249,000.00
224,926.68
1.000
1.019
1.034
10/27/2028
1,487
05580AXU3
2448
NCD
BMW Bank of North America
11/20/2020
249,000.00
249,000.00
239,542.98
0.500
0.493
0.500
11/20/2025
415
06644QAF8
3028
NCD
BankFirst Norfolk
09/30/2024
249,000.00
249,000.00
248,454.69
3.600
3.552
3.601
09/28/2029
1,823
060730AS7
3019
NCD
Bank of Brenham
03/14/2024
249,000.00
249,000.00
249,470.61
5.100
5.030
5.100
03/14/2029
1,625
064236BQ4
2899
NCD
Bank of Old Monroe
05/24/2023
249,000.00
249,000.00
249,226.59
5.000
4.937
5.006
05/24/2028
1,331
05572YGM8
2876
NCD
BOKF NA Bank
04/26/2023
249,000.00
249,000.00
249,206.67
4.950
4.886
4.953
04/26/2027
937
06063HQL0
2898
NCD
Bank of Baroda
05/15/2023
249,000.00
249,000.00
248,955.18
5.050
4.980
5.050
11/15/2024
45
064577GH6
2991
NCD
Bank Rhode Island
02/28/2024
249,000.00
249,000.00
249,358.56
5.050
4.983
5.053
02/28/2025
150
07371 CH69
2669
NCD
Beal Bank USA - Las Vegas, NV
03/02/2022
248,820.23
249,000.00
239,057.43
2.050
2.053
2.081
02/24/2027
876
Run Date: 10/27/2024 - 12:27
Portfolio CPA
AP
I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 9 1 Packet Pg. 406 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 2
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Negotiable
Certificates of Deposits
29260MBH7
2343
NCD
Encore Bank
05/21/2020
249,000.00
249,000.00
232,441.50
1.150
1.134
1.150
05/21/2027
962
31944MBB0
2389
NCD
First Carolina Bank
08/20/2020
248,000.00
248,000.00
240,155.76
0.450
0.444
0.450
08/20/2025
323
20368QAD8
3032
NCD
Community Choice Credit Union
09/30/2024
249,000.00
249,000.00
249,475.59
4.000
3.945
4.000
03/30/2026
545
15523RCP9
2324
NCD
Central State Bank IOWA
03/27/2020
248,758.64
249,000.00
244,786.92
1.000
1.189
1.206
03/27/2025
177
15643VAA0
2903
NCD
Centris Fed Credit Union Bank
05/24/2023
249,000.00
249,000.00
249,201.69
5.150
5.079
5.150
11/25/2024
55
15783QAE3
3009
NCD
Chambers State Bank
03/12/2024
249,000.00
249,000.00
249,231.57
5.050
4.984
5.053
03/12/2029
1,623
12545JBB0
2904
NCD
CIBM Bank
05/17/2023
249,000.00
249,000.00
249,375.99
5.000
4.937
5.006
05/17/2028
1,324
17248MAC1
2504
NCD
Cinfed Fed Credtit Union Bank
03/04/2021
248,698.61
249,000.00
230,837.94
0.650
0.691
0.701
03/04/2027
884
17286TAG0
2267
NCD
Citadel Federal Credit Union
02/27/2020
244,960.04
245,000.00
242,113.90
1.650
1.668
1.691
02/27/2025
149
18507MAA9
2881
NCD
Clearpath Federal Credit Union
04/26/2023
249,000.00
249,000.00
249,159.36
5.150
5.086
5.157
04/28/2025
209
29278TMR8
2215
NCD
Enerbank USA
01/29/2020
245,000.00
245,000.00
242,714.15
1.800
1.779
1.803
01/29/2025
120
20825WAR1
2643
NCD
Connexus Credit Union
12/23/2021
248,778.27
249,000.00
235,459.38
1.250
1.273
1.291
12/23/2026
813
201313CB7
3010
NCD
Commercial Bank of CAL
03/06/2024
249,000.00
249,000.00
251,325.66
5.000
4.931
5.000
09/08/2025
342
21923MAA9
3033
NCD
Cornerstone Community FCU
09/30/2024
249,000.00
249,000.00
248,992.53
4.250
4.193
4.251
10/01/2029
1,826
14042RQB0
2609
NCD
Capital One Bank USA NA
11/17/2021
249,000.00
249,000.00
235,314.96
1.100
1.084
1.100
11/17/2026
777
219873AA4
2974
NCD
Corp America Family Cr. Union
02/23/2024
249,000.00
249,000.00
249,507.96
5.250
4.852
4.920
02/21/2025
143
22258JAB7
2695
NCD
County Schools FCU
09/30/2022
249,000.00
249,000.00
253,230.51
4.400
4.341
4.402
09/27/2027
1,091
13934CBL0
2965
NCD
Cape Cod Five Cents Svgs Bank
02/22/2024
249,000.00
249,000.00
249,131.97
5.050
4.980
5.050
02/22/2028
1,239
225645DN7
2296
NCD
Crescent Bank & Trust
03/20/2020
248,000.00
248,000.00
244,061.76
1.100
1.085
1.100
03/20/2025
170
14622LAK8
2870
NCD
Carter Federal Credit Union
04/25/2023
249,000.00
249,000.00
249,473.10
4.750
4.688
4.753
04/25/2025
206
17669VAW7
3021
NCD
Citizens State Bank Mont IA
03/13/2024
249,000.00
249,000.00
249,067.23
5.000
4.934
5.003
03/13/2029
1,624
15568PAV8
2945
NCD
Cental Valley Community Bank
01/30/2024
249,000.00
249,000.00
249,164.34
4.900
4.836
4.904
01/29/2027
850
222327AD0
2477
NCD
Country Club Bank
01/29/2021
248,115.51
249,000.00
218,290.83
1.100
1.154
1.170
01/29/2030
1,946
178180GV1
2809
NCD
City National Bank
01/25/2023
249,000.00
249,000.00
248,855.58
4.500
4.438
4.500
01/27/2025
118
236334AD0
2917
NCD
Dannemora Fed Credit Union
12/28/2023
249,000.00
249,000.00
249,819.21
5.450
5.381
5.455
12/28/2028
1,549
243594AR9
2690
NCD
Decorah Bank Trust Company
09/23/2022
249,000.00
249,000.00
245,043.39
3.700
3.651
3.701
09/23/2027
1,087
24773RCR4
2670
NCD
Delta Natl Bank & TR
03/09/2022
249,000.00
249,000.00
238,763.61
2.000
1.975
2.003
02/25/2027
877
88340AAA9
2778
NCD
The District Fed Cr Union
12/22/2022
249,000.00
249,000.00
249,062.25
5.150
5.079
5.150
12/23/2024
83
27004PBV4
2545
NCD
Eaglemark Savings Bank
07/07/2021
248,648.73
249,000.00
236,338.35
0.850
0.919
0.932
07/07/2026
644
27889MAC4
2939
NCD
Eclipse Bank, Inc.
02/02/2024
249,000.00
249,000.00
249,191.73
5.000
4.935
5.003
02/02/2027
854
29367RMN3
2897
NCD
Enterprise Bank
05/19/2023
249,000.00
249,000.00
254,156.79
4.250
4.196
4.255
05/19/2028
1,326
30053QAA3
3000
NCD
Evolve Federal Cr Union Bank
03/12/2024
249,000.00
249,000.00
249,941.22
5.100
5.033
5.103
03/12/2029
1,623
301485AN8
3029
NCD
Exchange State Bank
09/19/2024
248,752.65
249,000.00
249,159.36
4.600
4.561
4.625
09/06/2029
1,801
31034RKY0
3008
NCD
Farmer State Bank
03/15/2024
249,000.00
249,000.00
249,136.95
5.100
5.038
5.108
03/15/2027
895
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 10 1
Packet Pg. 407 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 3
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Negotiable
Certificates of Deposits
308682BM4
2486
NCD
Farmers & Merchant State Bank
02/12/2021
248,456.32
249,000.00
222,996.93
1.000
1.037
1.052
02/12/2029
1,595
31925YAE2
2877
NCD
First Bank of the Lake
04/25/2023
249,000.00
249,000.00
249,214.14
4.900
4.838
4.905
04/25/2028
1,302
73319FAF6
2285
NCD
Poppy Bank
03/18/2020
249,000.00
249,000.00
245,083.23
1.100
1.085
1.100
03/18/2025
168
32022RNT0
2390
NCD
1st Financial Bank
08/19/2020
248,000.00
248,000.00
240,173.12
0.450
0.444
0.450
08/19/2025
322
32022WCZ7
2954
NCD
First Federal Bank
02/02/2024
249,000.00
249,000.00
249,124.50
5.000
4.935
5.004
02/02/2027
854
30960QAK3
2479
NCD
Farmers Insurance Group CU
01/27/2021
248,835.34
249,000.00
238,081.35
0.500
0.543
0.550
01/27/2026
483
33651 FAL3
2940
NCD
First Source Federal Cr Union
01/29/2024
249,000.00
249,000.00
249,196.71
5.050
4.980
5.050
01/29/2025
120
335857CK2
2451
NCD
First Oklahoma Bank
11/30/2020
248,730.66
249,000.00
232,710.42
0.650
0.691
0.701
11/30/2026
790
307811DM8
2644
NCD
Farmers &Merchants Bank
01/14/2022
248,340.87
249,000.00
224,393.82
1.600
1.630
1.653
01/22/2030
1,939
32110YRQ0
2465
NCD
First National Bank of America
12/31/2020
248,813.39
249,000.00
231,843.90
0.600
0.625
0.633
12/31/2026
821
35638CAE9
2868
NCD
Freedom First Fed CU Bank
04/14/2023
249,000.00
249,000.00
249,017.43
4.850
4.783
4.850
10/15/2024
14
32026UG83
2861
NCD
First Foundation Bank
03/31/2023
249,000.00
249,000.00
249,181.77
5.000
4.931
5.000
12/30/2024
90
300498AV4
2951
NCD
Evolve Bank & Trust
02/02/2024
249,000.00
249,000.00
250,650.87
4.400
4.339
4.400
02/02/2026
489
31986JAD3
2554
NCD
First Community Credit Union
07/28/2021
248,678.34
249,000.00
232,142.70
0.850
0.892
0.905
02/26/2027
878
33743UAB2
2961
NCD
FTSB Wheatland Bank
02/09/2024
249,000.00
249,000.00
250,162.83
4.900
4.837
4.904
02/09/2029
1,592
369674CS3
2989
NCD
General Electric Credit Union
02/28/2024
249,000.00
249,000.00
253,596.54
4.600
4.537
4.600
03/01/2027
881
37424PAC8
2456
NCD
Gesa Credit Union
11/30/2020
248,718.71
249,000.00
227,040.69
0.800
0.825
0.836
11/30/2027
1,155
404730DA8
2447
NCD
Haddon Savings Bank
11/16/2020
206,602.34
207,000.00
199,386.54
0.350
0.491
0.498
10/20/2025
384
06251A2Q2
2457
NCD
Bank Hapoalim BM
12/14/2020
248,850.08
249,000.00
239,025.06
0.500
0.543
0.550
12/15/2025
440
446438SB0
2891
NCD
Huntington National Bank
05/05/2023
249,000.00
249,000.00
249,460.65
4.800
4.734
4.800
05/05/2025
216
42228LAM3
2816
NCD
Healthcare Systems FCU
01/30/2023
249,000.00
249,000.00
251,527.35
4.250
4.193
4.251
02/01/2027
853
45383KTM9
3018
NCD
Indep Bank - Grand Rapids MI
03/15/2024
249,000.00
249,000.00
249,114.54
5.000
4.931
5.000
03/16/2026
531
45776NFE1
2757
NCD
INS Bank
12/14/2022
249,000.00
249,000.00
249,348.60
4.900
4.835
4.902
12/14/2027
1,169
45791JAC0
2836
NCD
Insight Credit Union
02/27/2023
249,000.00
249,000.00
249,099.60
5.100
5.036
5.105
02/27/2025
149
46117YAC2
2995
NCD
Intracoastal Bank
03/06/2024
249,000.00
249,000.00
249,756.96
5.000
4.931
5.000
03/06/2029
1,617
46355PDX3
3022
NCD
Iroquois Federal Sav Loan Asso
03/19/2024
249,000.00
249,000.00
249,186.75
5.100
5.031
5.101
03/20/2028
1,266
88709RBB4
3020
NCD
Timberland Bank Hoquaim
03/28/2024
249,000.00
249,000.00
249,164.34
5.100
5.033
5.103
03/28/2029
1,639
45780PAQ8
2556
NCD
Inst. for Sav in Newburyport
07/29/2021
249,000.00
249,000.00
236,139.15
0.900
0.888
0.900
07/29/2026
666
48040PJL0
2452
NCD
Jonesboro State Bank
11/27/2020
248,607.40
249,000.00
226,729.44
0.750
0.790
0.801
11/26/2027
1,151
48836LAV4
2731
NCD
Kembra Financial Credit Union
11/23/2022
249,000.00
249,000.00
249,094.62
5.150
5.083
5.154
11/25/2024
55
49332PAC4
2914
NCD
Keypoint Credit Union Bank
12/29/2023
249,000.00
249,000.00
249,281.37
5.400
5.399
5.474
12/27/2024
87
920133AJ4
2748
NCD
Valley Strong Credit Union
12/14/2022
249,000.00
249,000.00
249,139.44
5.100
5.038
5.108
12/13/2024
73
50625LBG7
2879
NCD
Lafayette Federal Credit Union
04/14/2023
246,078.25
249,000.00
247,017.96
3.100
4.931
5.000
05/27/2025
238
523343AA9
2918
NCD
Ledyark National Bank
12/29/2023
249,000.00
249,000.00
262,216.92
4.050
3.994
4.050
12/29/2028
1,550
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 11 1
Packet Pg. 408 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 4
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Negotiable
Certificates of Deposits
52470QAN4
2469
NCD
Legacy Bank & Trust Company
12/30/2020
248,472.77
249,000.00
222,449.13
0.850
0.889
0.901
12/21/2028
1,542
530520AC9
2803
NCD
Liberty First Credit Union
01/27/2023
249,000.00
249,000.00
250,944.69
4.500
4.442
4.503
01/27/2026
483
531194AJ7
2979
NCD
Liberty Savings Bank
02/21/2024
249,000.00
249,000.00
250,185.24
4.850
4.788
4.855
02/21/2029
1,604
538036SS4
2599
NCD
Live Oak Banking Company
10/18/2021
248,620.87
249,000.00
229,764.75
1.100
1.135
1.151
10/18/2027
1,112
56102AAQ9
2402
NCD
Malaga Bank FSB
08/31/2020
249,000.00
249,000.00
241,953.30
0.400
0.394
0.400
06/30/2025
272
59001 PAP4
2672
NCD
Meritrust Federal Credit Union
03/07/2022
244,245.15
249,000.00
238,594.29
0.550
1.904
1.930
03/10/2026
525
59013KPS9
2610
NCD
Merrick Bank
11/19/2021
248,729.31
249,000.00
238,138.62
1.100
1.152
1.168
05/19/2026
595
591803CJ8
2986
NCD
Metropolitan Capital Bank
02/26/2024
249,000.00
249,000.00
249,719.61
5.050
4.980
5.050
02/28/2028
1,245
59319LAS4
2960
NCD
MI Bank
02/01/2024
249,000.00
249,000.00
249,253.98
4.750
4.684
4.749
08/02/2027
1,035
60425SJQ3
2478
NCD
Minwest Bank MV
01/28/2021
248,595.96
249,000.00
223,238.46
1.000
1.024
1.039
01/29/2029
1,581
560507AN5
2144
NCD
Maine Savings Credit Union
11/08/2019
245,000.00
245,000.00
244,279.70
1.900
1.875
1.902
11/08/2024
38
62384RAR7
2719
NCD
Mountain America FD Credit Uni
11/09/2022
248,939.93
249,000.00
249,717.12
4.850
4.825
4.892
05/09/2025
220
56511 PBE7
3006
NCD
Maple City Savings Bank
03/08/2024
249,000.00
249,000.00
249,251.49
5.050
4.980
5.050
03/08/2027
888
61690UY20
2815
NCD
Morgan Stanley Bank NA
02/02/2023
249,000.00
249,000.00
250,008.45
4.250
4.191
4.250
02/02/2026
489
61768EQV8
2849
NCD
Morgan Stanley Bank NA
03/23/2023
249,000.00
249,000.00
249,891.42
5.250
5.178
5.250
03/24/2025
174
62835RCA7
2955
NCD
Mutual Savings Assoc Bank
01/31/2024
249,000.00
249,000.00
249,166.83
4.900
4.837
4.904
01/31/2029
1,583
63008MAW1
2896
NCD
Nano Banc
05/17/2023
249,000.00
249,000.00
249,146.91
4.900
4.838
4.905
05/17/2028
1,324
642858AA2
2760
NCD
New Brunswick Postal FCU
12/14/2022
249,000.00
249,000.00
249,550.29
5.000
4.931
5.000
12/15/2025
440
89846HCR2
2966
NCD
Truxton Trust Co Bank
02/23/2024
249,000.00
249,000.00
249,119.52
5.000
4.936
5.004
02/23/2029
1,606
654062LK2
2906
NCD
Nicolet National Bank
05/30/2023
249,000.00
249,000.00
249,221.61
5.150
5.082
5.153
12/02/2024
62
64017ABE3
2924
NCD
Neighbors Fed Credit Union Bk
01/19/2024
249,000.00
249,000.00
258,765.78
5.300
5.232
5.305
01/19/2029
1,571
65504UAB3
2971
NCD
Noble Federal Credit Union Bk
02/23/2024
249,000.00
249,000.00
249,149.40
5.200
5.133
5.204
02/23/2029
1,606
671082CN3
2938
NCD
Oak Bank
01/19/2024
249,000.00
249,000.00
249,131.97
4.800
4.738
4.804
01/19/2027
840
67886WAD9
2751
NCD
Oklahomas Credit Union
12/14/2022
249,000.00
249,000.00
249,032.37
5.000
4.938
5.006
12/16/2024
76
69506YSA8
2420
NCD
Pacific Western Bank
09/30/2020
249,000.00
249,000.00
240,536.49
0.450
0.443
0.450
09/30/2025
364
70320KAR2
2429
NCD
Pathfinder Bank
10/13/2020
248,896.97
249,000.00
240,285.00
0.500
0.533
0.540
10/14/2025
378
710253AU9
2937
NCD
Peoples Bank - Clive IA
01/22/2024
249,000.00
249,000.00
249,144.42
4.850
4.783
4.850
01/22/2026
478
710247AS6
3016
NCD
Peoples Bank Clifton TN
03/15/2024
249,000.00
249,000.00
250,586.13
5.000
4.934
5.003
03/15/2029
1,626
710649AD6
3031
NCD
Peoples Bank - Pratt KS
09/23/2024
248,752.09
249,000.00
249,348.60
4.550
4.509
4.572
09/20/2029
1,815
710665GD6
2468
NCD
People's Bank
12/30/2020
247,983.78
249,000.00
216,316.26
0.900
0.967
0.981
12/31/2029
1,917
732329BD8
2686
NCD
Ponce De Leon Federal Bank
09/15/2022
249,000.00
249,000.00
246,913.38
3.500
3.453
3.501
09/15/2027
1,079
70962LAE2
2565
NCD
Pentagon Fed Cred Union
09/01/2021
248,761.36
249,000.00
235,369.74
0.850
0.889
0.901
09/01/2026
700
693963AE0
2852
NCD
Pacific Alliance Bank
03/27/2023
249,000.00
249,000.00
249,801.78
5.150
5.087
5.157
03/27/2025
177
724468AC7
2873
NCD
Pitney Bowes Bank, Inc.
04/14/2023
249,000.00
249,000.00
254,587.56
4.350
4.290
4.350
04/13/2028
1,290
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 12 1
Packet Pg. 409 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 5
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Negotiable
Certificates of Deposits
710275AD0
2853
NCD
People Bank / Coldwater OH
03/30/2023
249,000.00
249,000.00
254,953.59
4.800
4.735
4.800
03/30/2027
910
732770BJ0
2488
NCD
Pony Express Bank
02/24/2021
248,103.51
249,000.00
216,856.59
1.000
1.055
1.070
02/25/2030
1,973
74048CAT9
2895
NCD
Premier Community Bank
05/12/2023
249,000.00
249,000.00
249,333.66
4.900
4.838
4.905
06/14/2027
986
74167LAT4
3015
NCD
Prime Security Bank
03/15/2024
249,000.00
249,000.00
249,094.62
5.050
4.981
5.050
03/15/2027
895
712303BF2
2863
NCD
People's Security Bank & Trust
03/30/2023
249,000.00
249,000.00
249,373.50
5.450
5.375
5.450
03/30/2028
1,276
744562AS8
2796
NCD
Public Service Credit Union
01/20/2023
249,000.00
249,000.00
249,141.93
4.750
4.687
4.752
01/20/2028
1,206
76857RCF9
2892
NCD
RiverBank
05/12/2023
249,000.00
249,000.00
249,375.99
4.950
4.888
4.955
05/12/2028
1,319
75472RAU5
2188
NCD
Rayond James Bank NA
12/30/2019
245,000.00
245,000.00
243,199.25
1.850
1.824
1.850
12/30/2024
90
759701BW4
2983
NCD
Renasant Bank
02/23/2024
249,000.00
249,000.00
249,139.44
5.000
4.931
5.000
02/23/2027
875
77535MAC7
2717
NCD
Rogue Credit Union
11/09/2022
248,908.07
249,000.00
249,286.35
4.900
4.868
4.935
11/10/2025
405
805508BT4
2710
NCD
Sawyer Savings Bank
10/28/2022
248,694.00
249,000.00
249,216.63
4.900
4.877
4.945
10/28/2027
1,122
856285UJ8
2403
NCD
State Bank of India
09/04/2020
249,000.00
249,000.00
241,041.96
0.500
0.493
0.500
09/04/2025
338
84229LBV3
2882
NCD
Southern Bank
04/28/2023
249,000.00
249,000.00
251,763.90
4.000
3.945
4.000
04/28/2028
1,305
81618LAE7
2857
NCD
Select Bank Forest VA
03/31/2023
249,000.00
249,000.00
249,306.27
5.400
5.332
5.406
03/31/2028
1,277
79772FAF3
2297
NCD
San Francisco Credit Union
03/27/2020
249,000.00
249,000.00
244,908.93
1.100
1.085
1.100
03/27/2025
177
819866BR4
2718
NCD
Sharonview Fed Credit Union
10/31/2022
248,910.26
249,000.00
249,219.12
5.000
4.966
5.035
10/31/2025
395
82671 DAB3
2804
NCD
Signature Federal Credit Union
01/31/2023
249,000.00
249,000.00
254,333.58
4.400
4.341
4.401
01/31/2028
1,217
86804DCQ9
2491
NCD
Sunwest Bank
02/17/2021
248,398.93
249,000.00
226,057.14
0.800
0.861
0.873
02/17/2028
1,234
78472EAC8
2827
NCD
SPCO Credit Union
02/27/2023
249,000.00
249,000.00
254,231.49
4.350
4.290
4.349
02/28/2028
1,245
33646CNJ9
2754
NCD
First Source Bank
12/16/2022
249,000.00
249,000.00
249,632.46
5.050
4.980
5.050
06/16/2028
1,354
84133PFL7
2821
NCD
Southeast Bank
02/06/2023
249,000.00
249,000.00
248,793.33
4.550
4.487
4.550
02/06/2025
128
87165FZN7
2563
NCD
Synchrony Bank
08/20/2021
249,000.00
249,000.00
235,803.00
0.900
0.887
0.900
08/20/2026
688
87868YAH6
2797
NCD
Technology Credit Union
01/19/2023
249,000.00
249,000.00
249,122.01
5.100
5.031
5.100
07/21/2025
293
882214AA7
2464
NCD
Texas Bank Henderson
12/23/2020
248,877.82
249,000.00
238,571.88
0.450
0.483
0.490
12/23/2025
448
88413QCK2
2157
NCD
Third Federal Savings and Loan
11/25/2019
245,000.00
245,000.00
243,907.30
1.950
1.923
1.950
11/25/2024
55
88457PAV9
3007
NCD
Thomaston Savings Bank
03/08/2024
249,000.00
249,000.00
249,458.16
5.100
5.030
5.100
09/08/2027
1,072
89235MLC3
2551
NCD
Toyota Financial Savings Bank
07/15/2021
249,000.00
249,000.00
236,622.21
0.950
0.936
0.950
07/15/2026
652
90355GLE4
2992
NCD
UBS Financial Services, Inc.
02/28/2024
249,000.00
249,000.00
253,613.97
4.600
4.540
4.603
03/01/2027
881
902684AB5
2832
NCD
Ufirst Federal Credit Union
02/24/2023
249,000.00
249,000.00
250,765.41
4.850
4.787
4.854
08/25/2025
328
91334AAC7
2711
NCD
United Heritage Credit Union
10/28/2022
249,000.00
249,000.00
249,278.88
4.600
4.539
4.602
04/28/2025
209
39573LBM9
2552
NCD
Greenstate Credit Union
07/21/2021
249,000.00
249,000.00
236,510.16
0.950
0.937
0.950
07/21/2026
658
90352RAU9
2325
NCD
USAlliance Federal Credit Unio
03/31/2020
248,975.32
249,000.00
244,983.63
1.150
1.155
1.171
03/31/2025
181
90355UCX1
2998
NCD
U.S. Bank
03/06/2024
249,000.00
249,000.00
249,388.44
5.250
5.178
5.250
03/06/2029
1,617
90353EAR4
2546
NCD
USE Federal Credit Union
07/15/2021
247,817.32
249,000.00
219,543.30
1.750
1.801
1.826
07/15/2031
2,478
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 13 1
Packet Pg. 410 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 6
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Negotiable Certificates of Deposits
31810PCF4
3013 NCD
Finwise Bank
03/22/2024
249,000.00
249,000.00
250,770.39
5.100
5.033
5.103
03/22/2029 1,633
94789PCJ1
3030 NCD
Webster Five Cents Savings
09/19/2024
249,503.32
250,000.00
250,310.00
4.550
4.533
4.596
08/30/2029 1,794
95960NKE6
2342 NCD
Western State Bank
05/13/2020
248,000.00
248,000.00
240,197.92
1.050
1.035
1.050
11/13/2025 408
949764AF1
2843 NCD
Wells Fargo Bank
03/17/2023
249,000.00
249,000.00
249,839.13
5.250
5.185
5.257
03/17/2025 167
98321PAJ9
2446 NCD
Wyoming Bank & Trust
11/27/2020
248,913.52
249,000.00
239,336.31
0.500
0.515
0.522
11/28/2025 423
956310BM7
2855 NCD
West Town Bank and Trust
03/28/2023
249,000.00
249,000.00
249,343.62
5.450
5.381
5.456
03/28/2028 1,274
Subtotal and Average 42,244,540.70 42,265,000.00 41,648,742.13 3.494 3.542 827
Corporate Medium Term Bonds
037833DF4
2401
MTN
Apple, Inc.
08/28/2020
1,508,878.47
1,500,000.00
1,492,035.00
2.750
0.620
0.628
01/13/2025
104
037833EB2
2489
MTN
Apple, Inc.
02/08/2021
700,054.47
700,000.00
671,062.00
0.700
0.684
0.694
02/08/2026
495
037833CJ7
2667
MTN
Apple, Inc.
02/23/2022
769,135.30
750,000.00
743,205.00
3.350
2.115
2.145
02/09/2027
861
037833DP2
3027
MTN
Apple, Inc.
09/19/2024
934,976.66
1,000,000.00
926,830.00
2.200
3.600
3.650
09/11/2029
1,806
02079KAHO
2507
MTN
Alphabet (Google) Inc.
03/01/2021
199,608.85
200,000.00
193,916.00
0.450
0.668
0.678
08/15/2025
318
02079KAC1
2675
MTN
Alphabet (Google) Inc.
03/14/2022
995,916.18
1,000,000.00
969,330.00
1.998
2.197
2.228
08/15/2026
683
02079KAJ6
2689
MTN
Alphabet (Google) Inc.
09/14/2022
929,565.16
1,000,000.00
926,240.00
0.800
3.442
3.489
08/15/2027
1,048
02079KAJ6
2837
MTN
Alphabet (Google) Inc.
02/15/2023
2,565,256.47
2,800,000.00
2,593,472.00
0.800
3.964
4.020
08/15/2027
1,048
478160CN2
2466
MTN
Johnson & Johnson
12/23/2020
2,001,156.04
2,000,000.00
1,936,960.00
0.550
0.479
0.486
09/01/2025
335
478160BY9
2508
MTN
Johnson & Johnson
03/01/2021
2,042,849.01
2,000,000.00
1,961,400.00
2.450
0.812
0.823
03/01/2026
516
478160BY9
2509
MTN
Johnson & Johnson
03/01/2021
1,021,419.01
1,000,000.00
980,700.00
2.450
0.812
0.824
03/01/2026
516
03444RAB4
2976
MTN
Andrew W Mellon Foundation
02/14/2024
908,944.35
1,000,000.00
924,980.00
0.947
4.389
4.450
08/01/2027
1,034
594918BJ2
2450
MTN
Microsoft Corporation
11/18/2020
2,995,693.73
2,920,000.00
2,892,435.20
3.125
0.572
0.580
11/03/2025
398
594918BJ2
2506
MTN
Microsoft Corporation
03/01/2021
184,299.35
180,000.00
178,300.80
3.125
0.753
0.763
11/03/2025
398
594918889
3004
MTN
Microsoft Corporation
03/04/2024
991,570.27
1,000,000.00
993,320.00
2.700
5.030
5.099
02/12/2025
134
85440KAC8
2648
MTN
Stanford University
01/07/2022
1,491,918.97
1,500,000.00
1,401,030.00
1.289
1.479
1.500
06/01/2027
973
85440KAC8
2658
MTN
Stanford University
02/01/2022
492,595.91
500,000.00
467,010.00
1.289
1.849
1.875
06/01/2027
973
85440KAC8
2709
MTN
Stanford University
10/19/2022
1,411,193.98
1,530,000.00
1,429,050.60
1.289
4.487
4.550
06/01/2027
973
85440KAC8
2761
MTN
Stanford University
12/12/2022
418,449.87
450,000.00
420,309.00
1.289
4.142
4.200
06/01/2027
973
85440KAC8
2969
MTN
Stanford University
02/12/2024
922,973.93
1,000,000.00
934,020.00
1.289
4.364
4.424
06/01/2027
973
98459LAA1
2376
MTN
Yale University
07/01/2020
2,002,579.16
2,000,000.00
1,964,480.00
0.873
0.616
0.625
04/15/2025
196
98459LAA1
2511
MTN
Yale University
03/01/2021
3,003,529.65
3,000,000.00
2,946,720.00
0.873
0.638
0.646
04/15/2025
196
Subtotal and Average
28,492,564.79
29,030,000.00
27,946,805.60
1.921
1.948
612
Federal Agency
Bonds
31315PEM7
1580
Federal Agricultural Mortgage
04/08/2016
481,212.34
474,000.00
474,639.90
4.350
2.296
2.328
08/04/2025
307
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 14 I
Packet Pg. 411 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 7
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Federal Agency
Bonds
31315PRA9
1710
Federal Agricultural Mortgage
10/18/2016
1,547,962.24
1,500,000.00
1,517,985.00
4.810
2.131
2.160
02/03/2026
490
31315PCY3
2035
Federal Agricultural Mortgage
04/08/2019
680,396.03
678,000.00
678,420.36
5.250
2.420
2.454
11/20/2024
50
31315PEM7
2098
Federal Agricultural Mortgage
09/09/2019
561,704.63
550,000.00
550,742.50
4.350
1.659
1.683
08/04/2025
307
31315PB99
2301
Federal Agricultural Mortgage
03/11/2020
1,653,045.92
1,569,000.00
1,534,309.41
2.850
1.050
1.064
11/19/2027
1,144
31422BZS2
2340 Call
Federal Agricultural Mortgage
05/13/2020
2,000,000.00
2,000,000.00
1,760,060.00
1.500
1.479
1.500
05/13/2030
2,050
31422BF54
2366 Call
Federal Agricultural Mortgage
06/24/2020
1,750,000.00
1,750,000.00
1,527,155.00
1.400
1.380
1.400
06/24/2030
2,092
31422BF54
2367 Call
Federal Agricultural Mortgage
06/24/2020
2,000,000.00
2,000,000.00
1,745,320.00
1.400
1.380
1.400
06/24/2030
2,092
31422BH78
2381 Call
Federal Agricultural Mortgage
07/08/2020
1,500,000.00
1,500,000.00
1,304,190.00
1.400
1.380
1.400
07/08/2030
2,106
31422BX54
2425 Call
Federal Agricultural Mortgage
10/08/2020
2,000,000.00
2,000,000.00
1,719,300.00
1.300
1.286
1.304
09/27/2030
2,187
31422BZ45
2435 Call
Federal Agricultural Mortgage
10/21/2020
2,000,000.00
2,000,000.00
1,714,300.00
1.280
1.262
1.280
10/21/2030
2,211
31422B2E9
2439 Call
Federal Agricultural Mortgage
10/29/2020
2,000,000.00
2,000,000.00
1,719,800.00
1.340
1.321
1.340
10/29/2030
2,219
31422B3D0
2449
Federal Agricultural Mortgage
11/20/2020
1,500,000.00
1,500,000.00
1,293,060.00
1.150
1.134
1.150
11/20/2030
2,241
31422B4A5
2458 Call
Federal Agricultural Mortgage
12/11/2020
1,500,000.00
1,500,000.00
1,282,890.00
1.300
1.282
1.300
12/11/2030
2,262
31422B3W8
2459 Call
Federal Agricultural Mortgage
12/16/2020
2,000,000.00
2,000,000.00
1,726,420.00
1.450
1.430
1.450
12/16/2030
2,267
31422B3D0
2461
Federal Agricultural Mortgage
12/09/2020
999,383.13
1,000,000.00
862,040.00
1.150
1.144
1.160
11/20/2030
2,241
31422B6K1
2471
Federal Agricultural Mortgage
01/15/2021
1,499,613.33
1,500,000.00
1,438,395.00
0.480
0.493
0.500
01/15/2026
471
31422B6A3
2473 Call
Federal Agricultural Mortgage
01/15/2021
1,495,755.00
1,500,000.00
1,272,180.00
1.290
1.319
1.338
01/15/2031
2,297
31422B7E4
2484 Call
Federal Agricultural Mortgage
01/28/2021
1,000,000.00
1,000,000.00
849,000.00
1.320
1.301
1.320
01/28/2031
2,310
31422XAW2
2496 Call
Federal Agricultural Mortgage
02/25/2021
1,500,000.00
1,500,000.00
1,288,800.00
1.530
1.509
1.530
02/25/2031
2,338
31422XCB6
2513
Federal Agricultural Mortgage
03/04/2021
992,135.80
1,000,000.00
863,370.00
1.470
1.581
1.602
03/04/2031
2,345
31422XDX7
2519
Federal Agricultural Mortgage
03/29/2021
1,499,776.42
1,500,000.00
1,436,655.00
0.830
0.828
0.840
03/27/2026
542
31422XDX7
2524
Federal Agricultural Mortgage
03/31/2021
1,497,895.99
1,500,000.00
1,436,655.00
0.830
0.913
0.926
03/27/2026
542
31422XEE8
2527 Call
Federal Agricultural Mortgage
04/07/2021
1,497,292.50
1,500,000.00
1,331,745.00
2.070
2.074
2.103
04/07/2031
2,379
31422XEL2
2529
Federal Agricultural Mortgage
04/15/2021
2,003,020.87
2,000,000.00
1,852,400.00
1.375
1.311
1.330
04/13/2028
1,290
31422XFJ6
2530
Federal Agricultural Mortgage
04/29/2021
1,500,888.00
1,500,000.00
1,307,190.00
1.660
1.627
1.650
04/29/2031
2,401
31422XDX7
2533
Federal Agricultural Mortgage
05/20/2021
1,498,995.35
1,500,000.00
1,436,655.00
0.830
0.864
0.876
03/27/2026
542
31422XDX7
2540
Federal Agricultural Mortgage
06/08/2021
254,993.52
255,000.00
244,231.35
0.830
0.820
0.831
03/27/2026
542
31422XNM0
2593
Federal Agricultural Mortgage
10/05/2021
1,000,000.00
1,000,000.00
949,340.00
1.050
1.035
1.050
10/05/2026
734
31422XPS5
2621
Federal Agricultural Mortgage
11/17/2021
997,114.73
1,000,000.00
948,550.00
1.150
1.272
1.290
11/17/2026
777
31422XQM7
2625
Federal Agricultural Mortgage
12/01/2021
1,000,000.00
1,000,000.00
951,150.00
1.320
1.301
1.320
12/01/2026
791
31422XRK0
2634
Federal Agricultural Mortgage
01/04/2022
1,500,000.00
1,500,000.00
1,426,200.00
1.320
1.301
1.320
01/04/2027
825
31422XRY0
2640 Call
Federal Agricultural Mortgage
12/29/2021
1,500,000.00
1,500,000.00
1,322,400.00
2.150
2.120
2.150
12/29/2031
2,645
3133EC7D0
1615
Federal Farm Credit Bank.
05/13/2016
1,000,308.04
1,000,000.00
994,560.00
2.125
1.930
1.956
12/13/2024
73
3133EDWX6
1822
Federal Farm Credit Bank.
06/21/2017
500,056.49
500,000.00
499,840.00
2.910
2.143
2.172
10/07/2024
6
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 15 1
Packet Pg. 412 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 8
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Federal Agency
Bonds
3133EAG44
2314
Federal Farm Credit Bank.
03/13/2020
1,027,009.60
1,000,000.00
981,270.00
2.630
1.089
1.104
08/03/2026
671
3133ELQ31
2371 Call
Federal Farm Credit Bank.
07/01/2020
1,500,000.00
1,500,000.00
1,308,090.00
1.330
1.311
1.330
07/01/2030
2,099
3133ELQ31
2372 Call
Federal Farm Credit Bank.
07/01/2020
1,500,000.00
1,500,000.00
1,308,090.00
1.330
1.311
1.330
07/01/2030
2,099
3133EL3H5
2391 Call
Federal Farm Credit Bank.
08/12/2020
1,499,676.04
1,500,000.00
1,455,510.00
0.570
0.587
0.595
08/12/2025
315
3133EL4W1
2406 Call
Federal Farm Credit Bank.
09/03/2020
1,499,864.40
1,500,000.00
1,454,175.00
0.610
0.611
0.620
08/25/2025
328
3133EL4W1
2408 Call
Federal Farm Credit Bank.
09/10/2020
1,499,863.87
1,500,000.00
1,454,175.00
0.610
0.611
0.620
08/25/2025
328
3133EL7K4
2416 Call
Federal Farm Credit Bank.
09/22/2020
1,500,000.00
1,500,000.00
1,450,650.00
0.550
0.542
0.549
09/16/2025
350
3133EMBH4
2417 Call
Federal Farm Credit Bank.
09/29/2020
1,500,000.00
1,500,000.00
1,449,060.00
0.530
0.522
0.530
09/29/2025
363
3133EMBJ0
2423 Call
Federal Farm Credit Bank.
09/29/2020
1,499,776.25
1,500,000.00
1,453,155.00
0.530
0.537
0.545
09/29/2025
363
3133EMAZ5
2427 Call
Federal Farm Credit Bank.
10/01/2020
1,998,527.69
2,000,000.00
1,729,960.00
1.250
1.246
1.263
06/24/2030
2,092
3133EMFG2
2442 Call
Federal Farm Credit Bank.
11/04/2020
1,500,000.00
1,500,000.00
1,291,860.00
1.370
1.351
1.370
11/04/2030
2,225
3133EMFG2
2443 Call
Federal Farm Credit Bank.
11/04/2020
1,500,000.00
1,500,000.00
1,291,860.00
1.370
1.351
1.370
11/04/2030
2,225
3133EMNB4
2472 Call
Federal Farm Credit Bank.
01/14/2021
1,500,000.00
1,500,000.00
1,279,740.00
1.380
1.361
1.380
01/14/2031
2,296
3133EMRE4
2525 Call
Federal Farm Credit Bank.
04/01/2021
1,461,689.76
1,500,000.00
1,280,130.00
1.420
1.834
1.859
02/18/2031
2,331
3133EMUG5
2538 Call
Federal Farm Credit Bank.
05/27/2021
1,003,885.04
1,000,000.00
883,260.00
1.980
1.887
1.913
03/24/2031
2,365
3130AJMF3
2347 Call
Federal Home Loan Bank
05/28/2020
1,500,000.00
1,500,000.00
1,355,925.00
1.320
1.301
1.320
11/28/2028
1,519
3130AJP78
2358 Call
Federal Home Loan Bank
06/11/2020
1,000,000.00
1,000,000.00
895,460.00
1.400
1.380
1.400
06/11/2029
1,714
3130AJP78
2361 Call
Federal Home Loan Bank
06/11/2020
997,913.58
1,000,000.00
895,460.00
1.400
1.427
1.447
06/11/2029
1,714
3130AJR76
2368 Call
Federal Home Loan Bank
06/29/2020
900,000.00
900,000.00
799,119.00
1.250
1.232
1.250
06/29/2029
1,732
3130AJRG6
2369 Call
Federal Home Loan Bank
06/24/2020
1,500,000.00
1,500,000.00
1,301,640.00
1.360
1.341
1.360
06/24/2030
2,092
3130AJSR1
2375 Call
Federal Home Loan Bank
07/09/2020
1,500,000.00
1,500,000.00
1,302,630.00
1.390
1.370
1.390
07/09/2030
2,107
3130AJSR1
2377 Call
Federal Home Loan Bank
07/09/2020
1,500,000.00
1,500,000.00
1,302,630.00
1.390
1.370
1.390
07/09/2030
2,107
3130AJSR1
2384 Call
Federal Home Loan Bank
07/09/2020
1,499,047.58
1,500,000.00
1,302,630.00
1.390
1.382
1.401
07/09/2030
2,107
3130AJZ36
2395 Call
Federal Home Loan Bank
08/27/2020
1,499,728.33
1,500,000.00
1,453,515.00
0.600
0.611
0.620
08/27/2025
330
3130AJZ36
2399 Call
Federal Home Loan Bank
08/27/2020
1,499,728.33
1,500,000.00
1,453,515.00
0.600
0.611
0.620
08/27/2025
330
3130AK3Z7
2405 Call
Federal Home Loan Bank
09/29/2020
1,499,701.67
1,500,000.00
1,453,215.00
0.570
0.582
0.590
09/29/2025
363
3130AJZ36
2411 Call
Federal Home Loan Bank
09/16/2020
1,180,000.00
1,180,000.00
1,143,431.80
0.600
0.591
0.599
08/27/2025
330
3130AKAZ91
2419
Federal Home Loan Bank
09/29/2020
1,500,000.00
1,500,000.00
1,452,495.00
0.520
0.512
0.520
09/29/2025
363
3130AJQS1
2445 Call
Federal Home Loan Bank
11/04/2020
1,199,771.66
1,200,000.00
1,040,616.00
1.350
1.334
1.353
06/25/2030
2,093
3130AKQN9
2475 Call
Federal Home Loan Bank
01/28/2021
1,500,000.00
1,500,000.00
1,277,760.00
1.400
1.380
1.400
01/09/2031
2,291
3130AKQV1
2476 Call
Federal Home Loan Bank
01/28/2021
1,500,000.00
1,500,000.00
1,276,080.00
1.400
1.380
1.400
01/28/2031
2,310
3130AKVH6
2485 Call
Federal Home Loan Bank
02/10/2021
1,500,000.00
1,500,000.00
1,270,815.00
1.350
1.331
1.350
02/10/2031
2,323
3130AKYB6
2490 Call
Federal Home Loan Bank
02/18/2021
2,000,000.00
2,000,000.00
1,699,080.00
1.400
1.380
1.400
02/18/2031
2,331
3130AL2J2
2494 Call
Federal Home Loan Bank
02/26/2021
1,500,000.00
1,500,000.00
1,282,020.00
1.500
1.479
1.500
02/26/2031
2,339
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 16 1
Packet Pg. 413 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 9
CUSIP
Investment #
Issuer
Purchase
Date
Book Value
Par Value
Market Value
Current
Rate
YTM
360
YTM
365
Maturity Days To
Date Maturity
Federal Agency Bonds
3130ALF66
2500 Call
Federal Home Loan Bank
02/25/2021
1,500,000.00
1,500,000.00
1,292,670.00
1.625
1.602
1.625
02/25/2031
2,338
3130ALF33
2520 Call
Federal Home Loan Bank
03/25/2021
1,921,840.03
1,925,000.00
1,839,915.00
0.750
0.853
0.865
03/16/2026
531
3130APPJ8
2607 Call
Federal Home Loan Bank
11/04/2021
1,000,000.00
1,000,000.00
871,630.00
2.000
1.972
2.000
11/04/2031
2,590
3130APV77
2613 Call
Federal Home Loan Bank
12/10/2021
1,000,000.00
1,000,000.00
951,720.00
1.500
1.479
1.500
12/10/2026
800
3130APW84
2616 Call
Federal Home Loan Bank
12/03/2021
1,000,000.00
1,000,000.00
952,490.00
1.500
1.479
1.500
12/03/2026
793
3130APXD2
2618 Call
Federal Home Loan Bank
12/17/2021
1,000,000.00
1,000,000.00
952,760.00
1.550
1.528
1.550
12/17/2026
807
3130APWY7
2619 Call
Federal Home Loan Bank
12/07/2021
1,000,000.00
1,000,000.00
949,160.00
1.350
1.331
1.350
12/07/2026
797
3130APXT7
2620 Call
Federal Home Loan Bank
12/17/2021
1,000,000.00
1,000,000.00
953,800.00
1.600
1.578
1.600
12/17/2026
807
3130AQSM6
2659 Call
Federal Home Loan Bank
02/25/2022
1,000,000.00
1,000,000.00
960,800.00
2.050
2.021
2.050
02/25/2027
877
3130AQX65
2662 Call
Federal Home Loan Bank
03/04/2022
1,000,000.00
1,000,000.00
964,970.00
2.250
2.219
2.250
03/04/2027
884
313OAQYA5
2663 Call
Federal Home Loan Bank
02/28/2022
1,000,000.00
1,000,000.00
965,440.00
2.250
2.219
2.250
02/24/2027
876
3130AQYG2
2664 Call
Federal Home Loan Bank
02/28/2022
1,500,000.00
1,500,000.00
1,456,605.00
2.500
2.470
2.504
02/25/2027
877
3130AQZD8
2665 Call
Federal Home Loan Bank
02/25/2022
1,000,000.00
1,000,000.00
973,920.00
2.625
2.589
2.625
02/25/2027
877
3130AUJJ4
2794 Call
Federal Home Loan Bank
01/30/2023
1,094,594.59
1,094,594.59
1,093,915.94
5.555
5.479
5.555
01/27/2028
1,213
3130AULM4
2802 Call
Federal Home Loan Bank
01/26/2023
1,500,000.00
1,500,000.00
1,500,015.00
5.620
5.543
5.620
01/26/2033
3,039
3130AVYF3
2902 Call
Federal Home Loan Bank
05/24/2023
967,741.93
967,741.93
967,799.99
6.000
5.917
6.000
05/24/2033
3,157
3130AYWY8
2970 Call
Federal Home Loan Bank
02/09/2024
1,000,000.00
1,000,000.00
999,870.00
6.000
5.917
6.000
02/09/2034
3,418
3130ATS57
2988
Federal Home Loan Bank
02/21/2024
614,144.15
610,000.00
627,769.30
4.500
4.223
4.282
03/10/2028
1,256
3130B2RP2
3025 Call
Federal Home Loan Bank
09/25/2024
1,000,000.00
1,000,000.00
997,370.00
5.250
5.178
5.250
09/25/2034
3,646
3134GVUA4
2345 Call
Fed. Home Loan Mortgage Corp.
05/18/2020
455,000.00
455,000.00
415,137.45
1.200
1.183
1.200
05/18/2028
1,325
3134GV3B2
2370 Call
Fed. Home Loan Mortgage Corp.
06/30/2020
1,500,000.00
1,500,000.00
1,308,645.00
1.400
1.380
1.400
06/28/2030
2,096
3134GV3U0
2373 Call
Fed. Home Loan Mortgage Corp.
06/29/2020
1,500,000.00
1,500,000.00
1,326,765.00
1.250
1.232
1.250
06/29/2029
1,732
3134GV4E5
2379 Call
Fed. Home Loan Mortgage Corp.
07/01/2020
1,500,000.00
1,500,000.00
1,346,865.00
1.200
1.183
1.199
12/29/2028
1,550
3134GV5D6
2380 Call
Fed. Home Loan Mortgage Corp.
07/08/2020
1,500,000.00
1,500,000.00
1,348,860.00
1.200
1.183
1.200
01/08/2029
1,560
3134GV5A2
2382 Call
Fed. Home Loan Mortgage Corp.
07/15/2020
1,500,000.00
1,500,000.00
1,301,640.00
1.375
1.356
1.375
07/15/2030
2,113
3134GV7L6
2386 Call
Fed. Home Loan Mortgage Corp.
07/29/2020
1,500,000.00
1,500,000.00
1,298,475.00
1.350
1.331
1.350
07/29/2030
2,127
3134GV7L6
2387 Call
Fed. Home Loan Mortgage Corp.
07/29/2020
1,500,000.00
1,500,000.00
1,298,475.00
1.350
1.331
1.350
07/29/2030
2,127
3134GWNC6
2396 Call
Fed. Home Loan Mortgage Corp.
08/20/2020
1,000,000.00
1,000,000.00
969,760.00
0.625
0.616
0.625
08/19/2025
322
3134GWC53
2400 Call
Fed. Home Loan Mortgage Corp.
09/15/2020
1,500,000.00
1,500,000.00
1,449,285.00
0.650
0.641
0.650
09/15/2025
349
3134GWA55
2404 Call
Fed. Home Loan Mortgage Corp.
09/09/2020
1,447,000.00
1,447,000.00
1,398,800.43
0.650
0.641
0.650
09/09/2025
343
3134GWD52
2407 Call
Fed. Home Loan Mortgage Corp.
09/04/2020
1,500,000.00
1,500,000.00
1,454,955.00
0.680
0.670
0.679
09/02/2025
336
3134GWP75
2409 Call
Fed. Home Loan Mortgage Corp.
09/23/2020
1,500,000.00
1,500,000.00
1,447,860.00
0.625
0.616
0.625
09/23/2025
357
3134GWP75
2410 Call
Fed. Home Loan Mortgage Corp.
09/23/2020
1,000,000.00
1,000,000.00
965,240.00
0.625
0.616
0.625
09/23/2025
357
3134GWW5
2418
Fed. Home Loan Mortgage Corp.
10/15/2020
1,500,000.00
1,500,000.00
1,446,240.00
0.500
0.493
0.500
10/15/2025
379
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 17 1
Packet Pg. 414 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 10
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Federal Agency
Bonds
3134GWW93
2421 Call
Fed. Home Loan Mortgage Corp.
09/30/2020
2,000,000.00
2,000,000.00
1,932,220.00
0.550
0.542
0.550
09/30/2025
364
3134GWW93
2422 Call
Fed. Home Loan Mortgage Corp.
09/30/2020
1,500,000.00
1,500,000.00
1,449,165.00
0.550
0.542
0.550
09/30/2025
364
3134GWXK7
2424 Call
Fed. Home Loan Mortgage Corp.
09/30/2020
1,500,000.00
1,500,000.00
1,450,575.00
0.550
0.542
0.550
09/30/2025
364
3134GWXX9
2426 Call
Fed. Home Loan Mortgage Corp.
10/15/2020
1,500,000.00
1,500,000.00
1,451,430.00
0.550
0.542
0.550
10/15/2025
379
3134GWY26
2428 Call
Fed. Home Loan Mortgage Corp.
10/08/2020
1,500,000.00
1,500,000.00
1,443,435.00
0.570
0.562
0.570
10/08/2025
372
3134GWYZ3
2430 Call
Fed. Home Loan Mortgage Corp.
10/28/2020
1,500,000.00
1,500,000.00
1,449,330.00
0.530
0.522
0.530
10/28/2025
392
3134GWZ33
2431 Call
Fed. Home Loan Mortgage Corp.
10/22/2020
1,500,000.00
1,500,000.00
1,283,220.00
1.250
1.232
1.250
10/22/2030
2,212
3134GWZL3
2432 Call
Fed. Home Loan Mortgage Corp.
10/29/2020
1,500,000.00
1,500,000.00
1,449,810.00
0.570
0.562
0.570
10/29/2025
393
3134GW3T1
2433 Call
Fed. Home Loan Mortgage Corp.
10/28/2020
2,000,000.00
2,000,000.00
1,726,400.00
1.400
1.380
1.400
10/28/2030
2,218
3134GW3H7
2434 Call
Fed. Home Loan Mortgage Corp.
10/29/2020
1,500,000.00
1,500,000.00
1,450,170.00
0.610
0.601
0.610
10/29/2025
393
3134GWZZ2
2436 Call
Fed. Home Loan Mortgage Corp.
10/28/2020
2,000,000.00
2,000,000.00
1,715,620.00
1.300
1.282
1.300
10/28/2030
2,218
3134GW3Z7
2437 Call
Fed. Home Loan Mortgage Corp.
10/28/2020
750,000.00
750,000.00
723,367.50
0.600
0.591
0.600
10/28/2025
392
3134GW3X2
2438 Call
Fed. Home Loan Mortgage Corp.
10/27/2020
1,500,000.00
1,500,000.00
1,450,950.00
0.625
0.616
0.625
10/27/2025
391
3134GW6N1
2440 Call
Fed. Home Loan Mortgage Corp.
11/05/2020
1,500,000.00
1,500,000.00
1,294,185.00
1.400
1.380
1.400
11/05/2030
2,226
3134GW6N1
2444 Call
Fed. Home Loan Mortgage Corp.
11/05/2020
1,500,000.00
1,500,000.00
1,294,185.00
1.400
1.380
1.400
11/05/2030
2,226
31364CCC0
1715
Federal National Mortgage Asso
11/10/2016
533,222.27
500,000.00
525,305.00
7.125
2.367
2.400
04/30/2026
576
3136G4R62
2392 Call
Federal National Mortgage Asso
08/28/2020
1,000,000.00
1,000,000.00
970,110.00
0.625
0.616
0.625
08/28/2025
331
3136G4S87
2393 Call
Federal National Mortgage Asso
08/27/2020
1,000,000.00
1,000,000.00
970,120.00
0.650
0.641
0.650
08/27/2025
330
3136G4Q97
2394 Call
Federal National Mortgage Asso
08/27/2020
1,500,000.00
1,500,000.00
1,451,700.00
0.650
0.641
0.650
08/27/2025
330
3136G4V59
2397 Call
Federal National Mortgage Asso
08/27/2020
1,500,000.00
1,500,000.00
1,451,370.00
0.625
0.616
0.625
08/27/2025
330
3136G44G5
2412 Call
Federal National Mortgage Asso
09/22/2020
1,500,000.00
1,500,000.00
1,446,510.00
0.515
0.507
0.515
09/22/2025
356
3136G43L5
2413 Call
Federal National Mortgage Asso
09/30/2020
1,500,000.00
1,500,000.00
1,447,905.00
0.550
0.542
0.550
09/30/2025
364
3136G44L4
2415 Call
Federal National Mortgage Asso
09/25/2020
1,500,000.00
1,500,000.00
1,454,670.00
0.600
0.591
0.600
09/25/2025
359
3135G05Q2
2460
Federal National Mortgage Asso
12/07/2020
1,969,111.49
2,000,000.00
1,703,880.00
0.875
1.139
1.155
08/05/2030
2,134
3135GAASO
2463 Call
Federal National Mortgage Asso
12/23/2020
1,500,000.00
1,500,000.00
1,290,090.00
1.400
1.380
1.400
12/23/2030
2,274
3135G06Q1
2467 Call
Federal National Mortgage Asso
12/30/2020
1,000,421.56
1,000,000.00
962,020.00
0.640
0.597
0.605
12/30/2025
455
880591CJ9
1508
Tennessee Valley Authority
11/20/2015
1,036,600.75
1,000,000.00
1,029,300.00
6.750
2.807
2.846
11/01/2025
396
880591CJ9
1589
Tennessee Valley Authority
04/18/2016
807,740.38
775,000.00
797,707.50
6.750
2.337
2.370
11/01/2025
396
880591CJ9
1714
Tennessee Valley Authority
11/10/2016
1,303,436.40
1,250,000.00
1,286,625.00
6.750
2.317
2.350
11/01/2025
396
Treasury Securities (Notes)
91282CBC4 2505 TB
91282CBQ3 2516 TB
91282CCP4 2587 TB
Run Date: 10/27/2024 - 12:27
U.S. Treasury
U.S. Treasury
U.S. Treasury
Subtotal and Average 179,078,587.68 178,830,336.52 164,689,968.43 1.337 1.355 1,365
02/26/2021 1,493,262.08 1,500,000.00
03/09/2021 1,493,150.81 1,500,000.00
09/24/2021 1,492,604.10 1,500,000.00
Item 12: Staff Report Pg. 18
1,437,135.00 0.375 0.731 0.742 12/31/2025 456
1,432,740.00 0.500 0.819 0.831 02/28/2026 515
1,419,435.00 0.625 0.888 0.901 07/31/2026 668
Portfolio CPA
AP
I (PRF_FI) 7.3.11
Packet Pg. 415 of 435 eportVer. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 11
CUSIP
Investment #
Issuer
Purchase
Date
Book Value
Par Value
Market Value
Current
Rate
YTM
360
YTM
365
Maturity Days To
Date Maturity
Subtotal and Average
4,479,016.99
4,500,000.00
4,289,310.00
0.813
0.825
546
Municipal Bonds
010878AS5
2173 MUN
County of Alameda
12/05/2019
299,018.81
290,000.00
291,049.80
4.000
2.139
2.168
08/01/2026
669
010878BK1
2691 MUN
County of Alameda
09/21/2022
1,445,887.71
1,500,000.00
1,480,335.00
3.699
4.281
4.340
08/01/2031
2,495
010878BJ4
2925 MUN
County of Alameda
01/16/2024
1,211,990.45
1,250,000.00
1,238,025.00
3.649
4.193
4.251
08/01/2030
2,130
010831DS1
2005 MUN
Alameda County Joint Pws Auth.
12/24/2018
505,436.78
505,000.00
502,273.00
3.365
3.175
3.220
06/01/2025
243
010831 DT9
2566 MUN
Alameda County Joint Pws Auth.
08/13/2021
114,385.16
110,000.00
108,970.40
3.395
0.925
0.938
06/01/2026
608
010411CT1
2835 MUN
State of Alabama
02/15/2023
985,645.58
1,000,000.00
990,500.00
3.450
4.142
4.200
11/01/2026
761
03667PHJ4
2694 MUN
Antelope Valley Community Coll
09/23/2022
955,681.94
1,080,000.00
976,266.00
1.661
4.389
4.450
08/01/2029
1,765
03667PHL9
2784 MUN
Antelope Valley Community Coll
01/05/2023
559,044.80
675,000.00
586,750.50
1.861
4.911
4.980
08/01/2031
2,495
05028XAH7
3001 MUN
City of Auburn
03/01/2024
387,465.65
445,000.00
402,222.15
2.206
4.813
4.880
06/01/2030
2,069
05028XAG9
3002 MUN
City of Auburn
03/01/2024
235,308.22
265,000.00
242,639.30
2.056
4.734
4.800
06/01/2029
1,704
072024XC1
2558 MUN
Bay Area Toll Authority
07/26/2021
1,758,468.55
1,750,000.00
1,674,802.50
1.079
0.739
0.750
04/01/2026
547
084154G49
2817 MUN
Berkeley Unified School Dist.
01/26/2023
211,735.56
250,000.00
218,747.50
1.856
4.524
4.586
08/01/2031
2,495
088006KA8
2612 MUN
Beverly Hills Public Fing Auth
11/15/2021
349,699.63
350,000.00
333,893.00
1.147
1.183
1.200
06/01/2026
608
088006KB6
2680 MUN
Beverly Hills Public Fing Auth
04/01/2022
471,613.94
490,000.00
458,331.30
1.327
2.810
2.850
06/01/2027
973
088023PL4
2682 MUN
Beverly Hills Unified Sch Dist
04/13/2022
920,305.95
920,000.00
900,992.80
2.700
2.644
2.681
08/01/2026
669
121457EQ4
1548 MUN
Burlingame School District
02/24/2016
122,210.82
120,000.00
121,843.20
6.238
3.557
3.606
08/01/2025
304
119174AJ9
2734 MUN
City of Buena Park
11/18/2022
579,700.54
685,000.00
602,313.65
1.882
5.076
5.147
07/01/2030
2,099
12082SDN1
2570 MUN
Burbank Unified School Distri.
08/30/2021
1,007,267.08
1,000,000.00
956,490.00
1.367
0.947
0.960
08/01/2026
669
127109QD1
2119 MUN
Cabrillo Community College Dis
10/08/2019
2,000,000.00
2,000,000.00
1,927,440.00
2.385
2.342
2.375
08/01/2027
1,034
142665DJ4
1857 MUN
Carlsbad Unified School Dist.
09/27/2017
316,490.03
305,000.00
312,240.70
5.234
2.850
2.890
08/01/2026
669
13034AL73
2666 MUN
CA Infrastructure -Econ Dev Bk
02/16/2022
205,159.78
210,000.00
198,240.00
1.035
2.224
2.254
10/01/2026
730
13034AL99
2893 MUN
CA Infrastructure -Econ Dev Bk
05/08/2023
458,482.35
500,000.00
454,290.00
1.466
3.728
3.780
10/01/2028
1,461
13067WRC8
2633 MUN
CA ST Dept of WTR Resources
12/13/2021
178,918.94
180,000.00
173,307.60
0.790
1.301
1.320
12/01/2025
426
13067WRD6
2645 MUN
CA ST Dept of WTR Resources
12/23/2021
296,686.10
300,000.00
282,072.00
0.920
1.430
1.450
12/01/2026
791
13067WRK0
2944 MUN
CA ST Dept of WTR Resources
01/24/2024
179,570.91
225,000.00
185,991.75
1.609
4.589
4.653
12/01/2032
2,983
15722TJR3
2564 MUN
Chabot -Las Positas CCD
08/16/2021
285,866.21
285,000.00
271,020.75
1.080
0.897
0.910
08/01/2026
669
15722TJQ5
2589 MUN
Chabot -Las Positas CCD
09/29/2021
124,969.07
125,000.00
121,646.25
0.880
0.897
0.910
08/01/2025
304
15722TJS1
2830 MUN
Chabot -Las Positas CCD
02/13/2023
188,957.30
205,000.00
191,303.95
1.287
4.296
4.356
08/01/2027
1,034
15722TJQ5
2842 MUN
Chabot -Las Positas CCD
03/07/2023
969,118.06
1,000,000.00
973,170.00
0.880
4.783
4.850
08/01/2025
304
157432KL8
2698 MUN
Chaffey Community Clg District
10/06/2022
262,644.68
300,000.00
274,722.00
2.329
4.931
5.000
06/01/2030
2,069
17131 RAUO
2653 MUN
City of Chula Vista
01/10/2022
986,242.88
1,000,000.00
946,310.00
0.840
1.676
1.700
06/01/2026
608
17131 RAZ9
2923 MUN
City of Chula Vista
01/10/2024
833,839.91
1,000,000.00
859,200.00
1.828
4.753
4.820
06/01/2031
2,434
13124MCE3
2544 MUN
Calleguas Municipal Water Dist
07/01/2021
560,325.91
550,000.00
502,936.50
1.865
1.425
1.445
07/01/2029
1,734
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 19 1
Packet Pg. 416 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 12
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Municipal Bonds
13124MCB9
2646 MUN
Calleguas Municipal Water Dist
12/27/2021
598,440.52
600,000.00
571,782.00
1.097
1.233
1.250
07/01/2026 638
13124MCB9
2791 MUN
Calleguas Municipal Water Dist
01/09/2023
160,241.24
170,000.00
162,004.90
1.097
4.625
4.690
07/01/2026 638
134159A77
2753 MUN
Campbell Union High Sch Dist
12/07/2022
432,195.24
500,000.00
448,870.00
1.472
4.714
4.780
08/01/2029 1,765
21969AAJ1
2601 MUN
City of Corona
10/14/2021
504,095.78
500,000.00
453,835.00
2.242
2.052
2.081
05/01/2030 2,038
21969AAH5
2943 MUN
City of Corona
01/24/2024
895,929.10
1,000,000.00
917,010.00
2.042
4.562
4.626
05/01/2029 1,673
21969AAH5
2967 MUN
City of Corona
02/12/2024
289,511.61
325,000.00
298,028.25
2.042
4.694
4.760
05/01/2029 1,673
223047AG6
2968 MUN
City of Covina
02/12/2024
359,726.99
400,000.00
366,448.00
1.767
4.645
4.710
08/01/2028 1,400
223047AH4
2990 MUN
City of Covina
02/23/2024
874,343.21
1,000,000.00
900,680.00
1.916
4.842
4.909
08/01/2029 1,765
212204JJ1
2103 MUN
Contra Costa Community College
09/12/2019
401,570.24
400,000.00
376,776.00
2.213
2.071
2.100
08/01/2028 1,400
212204JK8
2120 MUN
Contra Costa Community College
09/20/2019
978,347.83
990,000.00
918,878.40
2.263
2.505
2.539
08/01/2029 1,765
212204JK8
2244 MUN
Contra Costa Community College
02/07/2020
1,508,684.71
1,500,000.00
1,392,240.00
2.263
2.100
2.130
08/01/2029 1,765
212204JF9
2291 MUN
Contra Costa Community College
03/09/2020
321,996.62
320,000.00
314,051.20
1.918
1.128
1.143
08/01/2025 304
212204LM1
2555 MUN
Contra Costa Community College
08/02/2021
1,009,421.23
1,000,000.00
953,960.00
1.300
0.764
0.775
08/01/2026 669
250375JX1
2611 MUN
Desert Community Clg Dist
11/12/2021
198,207.69
200,000.00
186,010.00
1.169
1.479
1.500
08/01/2027 1,034
250375LA8
2738 MUN
Desert Community Clg Dist
11/23/2022
189,839.88
200,000.00
195,756.00
3.000
4.965
5.034
08/01/2027 1,034
260888AJ1
2978 MUN
City of Downey
02/15/2024
154,618.29
185,000.00
159,564.35
1.950
4.842
4.910
06/01/2031 2,434
250433UA5
2635 MUN
Desert Sands Unif Sch District
12/16/2021
888,898.62
880,000.00
852,412.00
1.982
1.390
1.410
08/01/2026 669
284035AK8
2696 MUN
City of El Segundo
09/29/2022
788,217.79
935,000.00
825,913.55
2.267
5.118
5.190
07/01/2031 2,464
357172VAO
1646 MUN
Fremon Union High School Distr
06/28/2016
269,216.33
260,000.00
265,600.40
6.080
2.994
3.035
02/01/2026 488
357172C52
2595 MUN
Fremon Union High School Distr
10/01/2021
237,464.27
235,000.00
207,911.55
2.020
1.825
1.851
08/01/2031 2,495
345102PG6
2818 MUN
Foothill -De Anza Comm Clg Dist
01/27/2023
525,948.65
540,000.00
525,841.20
0.906
4.172
4.230
08/01/2025 304
359819DN6
1916 MUN
Fullerton School District
02/14/2018
996,433.23
995,000.00
983,328.65
3.160
3.028
3.070
08/01/2026 669
359819DM8
1917 MUN
Fullerton School District
02/14/2018
750,221.06
750,000.00
743,595.00
3.040
2.959
3.000
08/01/2025 304
359819DN6
2085 MUN
Fullerton School District
08/29/2019
372,604.01
365,000.00
360,718.55
3.160
1.913
1.940
08/01/2026 669
3733844V5
1666 MUN
State of Georgia
07/29/2016
1,827,087.72
1,825,000.00
1,812,389.25
2.375
1.972
1.999
02/01/2025 123
373384RX6
1775 MUN
State of Georgia
04/10/2017
252,707.37
250,000.00
248,480.00
4.000
2.739
2.777
10/01/2025 365
373384RY4
1919 MUN
State of Georgia
01/26/2018
1,119,666.38
1,095,000.00
1,094,474.40
4.310
2.979
3.020
10/01/2026 730
373384RY4
1945 MUN
State of Georgia
03/19/2018
203,672.48
200,000.00
199,904.00
4.310
3.204
3.248
10/01/2026 730
373385BU6
1967 MUN
State of Georgia
10/31/2018
344,778.28
350,000.00
342,027.00
2.720
3.412
3.460
02/01/2027 853
373384RY4
2229 MUN
State of Georgia
01/31/2020
444,455.92
425,000.00
424,796.00
4.310
1.837
1.863
10/01/2026 730
373384RW8
2332 MUN
State of Georgia
03/23/2020
1,000,000.00
1,000,000.00
1,000,000.00
3.820
1.889
1.915
10/01/2024 0
373384X76
2953 MUN
State of Georgia
01/29/2024
962,752.69
1,000,000.00
982,350.00
4.000
4.438
4.500
02/01/2034 3,410
373384X76
2956 MUN
State of Georgia
01/30/2024
1,203,427.94
1,250,000.00
1,227,937.50
4.000
4.438
4.500
02/01/2034 3,410
373384TP1
2981 MUN
State of Georgia
02/16/2024
995,450.91
1,000,000.00
1,000,100.00
4.150
4.714
4.780
07/01/2025 273
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 20 1
Packet Pg. 417 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 13
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Municipal Bonds
378612AL9
2109 MUN
City of Glendora
09/16/2019
1,341,217.01
1,345,000.00
1,259,444.55
2.265
2.318
2.350
06/01/2028
1,339
378612AL9
2137 MUN
City of Glendora
10/02/2019
400,528.17
400,000.00
374,556.00
2.265
2.194
2.225
06/01/2028
1,339
378612AJ4
2590 MUN
City of Glendora
09/29/2021
1,387,515.20
1,365,000.00
1,317,784.65
2.108
1.075
1.090
06/01/2026
608
37846OA74
2739 MUN
Glendale Unified School Dist.
11/25/2022
484,751.15
535,000.00
495,062.25
1.113
4.686
4.751
09/01/2027
1,065
37846OC64
2916 MUN
Glendale Unified School Dist.
12/22/2023
905,204.99
1,095,000.00
924,628.95
1.830
4.438
4.499
09/01/2032
2,892
419792DA1
1685 MUN
State of Hawaii
10/19/2016
1,057,617.72
1,045,000.00
1,030,484.95
3.150
2.431
2.465
10/01/2026
730
419791YS1
1961 MUN
State of Hawaii
10/25/2018
251,354.39
250,000.00
250,467.50
5.230
3.363
3.410
02/01/2025
123
419791YT9
1995 MUN
State of Hawaii
12/06/2018
818,634.81
800,000.00
814,232.00
5.330
3.304
3.350
02/01/2026
488
419792F92
2820 MUN
State of Hawaii
01/30/2023
682,477.47
700,000.00
682,458.00
1.033
4.172
4.230
08/01/2025
304
419792YWO
2926 MUN
State of Hawaii
01/16/2024
835,791.60
1,000,000.00
853,940.00
1.595
4.389
4.450
08/01/2031
2,495
419792M78
2931 MUN
State of Hawaii
01/17/2024
1,189,452.06
1,165,000.00
1,220,488.95
4.821
4.439
4.501
10/01/2032
2,922
419792M86
2948 MUN
State of Hawaii
01/25/2024
1,092,015.34
1,075,000.00
1,124,364.00
4.841
4.557
4.621
10/01/2033
3,287
419792M78
2952 MUN
State of Hawaii
01/29/2024
1,275,537.94
1,255,000.00
1,314,775.65
4.821
4.508
4.571
10/01/2032
2,922
446201AE5
2560 MUN
City of Huntington Beach
08/12/2021
1,007,020.67
1,000,000.00
952,410.00
1.344
0.909
0.921
06/15/2026
622
446201AE5
2562 MUN
City of Huntington Beach
08/13/2021
1,006,718.05
1,000,000.00
952,410.00
1.344
0.927
0.939
06/15/2026
622
446216HN6
2790 MUN
City of Huntington Beach
01/09/2023
702,627.70
805,000.00
727,816.60
1.731
4.931
5.000
05/01/2029
1,673
446201AE5
2840 MUN
City of Huntington Beach
03/03/2023
164,002.28
175,000.00
166,671.75
1.344
5.340
5.414
06/15/2026
622
530319SP8
2768 MUN
Liberty Union High Sch Distr
12/15/2022
473,502.42
530,000.00
486,476.40
1.484
4.614
4.678
08/01/2028
1,400
503433AKO
2660 MUN
City of La Habra
02/07/2022
499,927.94
500,000.00
451,930.00
2.673
2.638
2.675
08/01/2031
2,495
503433AT1
2941 MUN
City of La Habra
01/22/2024
445,917.62
500,000.00
458,830.00
2.573
4.686
4.751
08/01/2030
2,130
544290JH3
2681 MUN
Los Altos Elementary Sch Distr
03/24/2022
500,000.00
500,000.00
500,000.00
1.000
2.522
2.557
10/01/2024
0
544351NPO
1969 MUN
City of Los Angeles
11/02/2018
293,627.36
295,000.00
291,964.45
3.300
3.530
3.579
09/01/2026
700
544351MS5
2008 MUN
City of Los Angeles
01/07/2019
1,006,426.47
1,000,000.00
993,370.00
3.500
3.077
3.119
09/01/2026
700
544351 NQ8
2200 MUN
City of Los Angeles
01/06/2020
862,410.16
840,000.00
830,726.40
3.400
2.360
2.393
09/01/2027
1,065
544351LQ0
2213 MUN
City of Los Angeles
01/22/2020
1,010,892.17
985,000.00
945,166.60
3.050
2.413
2.446
09/01/2029
1,796
544351KVO
2283 MUN
City of Los Angeles
03/05/2020
1,029,239.34
1,000,000.00
986,970.00
3.150
1.519
1.541
09/01/2026
700
544351QX0
2692 MUN
City of Los Angeles
09/28/2022
999,601.18
1,000,000.00
1,018,960.00
4.400
4.346
4.406
09/01/2032
2,892
544351MR7
2783 MUN
City of Los Angeles
12/23/2022
296,574.89
300,000.00
298,128.00
3.450
4.724
4.790
09/01/2025
335
54473ENT7
2947 MUN
City of Los Angeles Fin Author
01/25/2024
1,029,746.94
925,000.00
1,034,122.25
7.488
5.721
5.801
08/01/2033
3,226
54438CYN6
2487 MUN
Los Angeles Community College
01/28/2021
1,019,220.31
1,000,000.00
891,330.00
1.806
1.432
1.452
08/01/2030
2,130
54438CYLO
2592 MUN
Los Angeles Community College
09/30/2021
250,423.64
250,000.00
237,555.00
1.174
1.064
1.078
08/01/2026
669
54438CYLO
2614 MUN
Los Angeles Community College
11/15/2021
1,497,968.63
1,500,000.00
1,425,330.00
1.174
1.233
1.250
08/01/2026
669
54438CYLO
2642 MUN
Los Angeles Community College
12/21/2021
274,384.43
275,000.00
261,310.50
1.174
1.282
1.300
08/01/2026
669
54438CMS8
2871 MUN
Los Angeles Community College
04/10/2023
1,118,015.06
1,000,000.00
1,124,850.00
7.530
4.615
4.680
08/01/2029
1,765
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 21 1
Packet Pg. 418 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 14
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Municipal Bonds
54438CYP1
3011 MUN
Los Angeles Community College
03/06/2024
650,842.18
770,000.00
667,659.30
2.106
4.438
4.500
08/01/2032
2,861
5447122K7
2641 MUN
Los Angeles Cnty Met Tran Auth
12/21/2021
1,026,239.36
1,000,000.00
1,006,730.00
5.130
1.085
1.100
06/01/2025
243
544495VX9
1949 MUN
Los Angeles Dept. of WTR & PWR
03/29/2018
1,578,189.80
1,500,000.00
1,564,575.00
5.516
3.254
3.300
07/01/2027
1,003
544495VX9
1965 MUN
Los Angeles Dept. of WTR & PWR
10/29/2018
443,542.92
425,000.00
443,296.25
5.516
3.600
3.650
07/01/2027
1,003
57582PUT5
2227 MUN
State of Massachusetts
01/30/2020
276,071.34
250,000.00
254,185.00
4.910
2.331
2.363
05/01/2029
1,673
57582PUT5
2543 MUN
State of Massachusetts
07/01/2021
1,146,926.06
1,000,000.00
1,016,740.00
4.910
1.484
1.505
05/01/2029
1,673
57582PUS7
2684 MUN
State of Massachusetts
04/05/2022
1,041,620.81
1,000,000.00
1,008,070.00
4.760
2.968
3.010
05/01/2027
942
57582PUD0
2985 MUN
State of Massachusetts
02/21/2024
1,027,009.67
1,000,000.00
1,037,020.00
5.306
4.645
4.709
01/01/2030
1,918
57582PUD0
2994 MUN
State of Massachusetts
02/23/2024
1,025,627.13
1,000,000.00
1,037,020.00
5.306
4.675
4.739
01/01/2030
1,918
57582PUD0
3012 MUN
State of Massachusetts
03/07/2024
1,290,146.28
1,250,000.00
1,296,275.00
5.306
4.537
4.600
01/01/2030
1,918
5741926N5
2184 MUN
State of Maryland
12/16/2019
508,718.52
500,000.00
500,265.00
4.350
2.089
2.118
08/01/2025
304
5741926N5
2581 MUN
State of Maryland
09/23/2021
252,338.88
245,000.00
245,129.85
4.350
0.690
0.700
08/01/2025
304
601670ML3
2746 MUN
Milpitas Unified School Distr
12/02/2022
558,595.94
630,000.00
578,592.00
1.451
4.802
4.869
08/01/2028
1,400
562784AMO
2647 MUN
City of Manhattan Beach
01/05/2022
656,935.08
650,000.00
577,096.00
2.341
2.129
2.159
01/01/2032
2,648
562784AL2
2927 MUN
City of Manhattan Beach
01/16/2024
348,073.05
400,000.00
360,152.00
2.241
4.635
4.700
01/01/2031
2,283
562784AK4
2930 MUN
City of Manhattan Beach
01/17/2024
355,271.18
400,000.00
365,360.00
2.141
4.537
4.600
01/01/2030
1,918
562784AM05
2964 MUN
City of Manhattan Beach
02/12/2024
1,079,868.30
1,250,000.00
1,109,800.00
2.341
4.537
4.600
01/01/2032
2,648
562784AM05
2972 MUN
City of Manhattan Beach
02/13/2024
345,553.66
400,000.00
355,136.00
2.341
4.537
4.600
01/01/2032
2,648
586840ND8
2104 MUN
Menlo Park City School Dist.
10/08/2019
1,000,000.00
1,000,000.00
960,220.00
2.214
2.183
2.214
07/01/2027
1,003
62451FJE1
2708 MUN
Mtn. View-Whisman School Dist.
10/19/2022
1,082,525.57
1,135,000.00
1,098,577.85
1.893
4.487
4.550
09/01/2026
700
56781RGU5
1858 MUN
Marin Community College Dist.
09/28/2017
505,428.20
500,000.00
492,480.00
3.272
2.791
2.830
08/01/2027
1,034
56781 RGT8
1973 MUN
Marin Community College Dist.
11/05/2018
119,371.46
120,000.00
118,429.20
3.172
3.452
3.500
08/01/2026
669
56781 RJL2
2084 MUN
Marin Community College Dist.
08/29/2019
259,361.33
250,000.00
246,627.50
3.330
1.874
1.900
08/01/2027
1,034
56781 RJJ7
2287 MUN
Marin Community College Dist.
03/06/2020
319,449.18
310,000.00
312,046.00
5.000
1.193
1.210
08/01/2025
304
56781 RKH9
2495 MUN
Marin Community College Dist.
02/25/2021
1,000,000.00
1,000,000.00
870,080.00
1.451
1.431
1.451
08/01/2030
2,130
56781RKH9
2499 MUN
Marin Community College Dist.
02/25/2021
708,463.34
710,000.00
617,756.80
1.451
1.470
1.490
08/01/2030
2,130
56781RKU0
2568 MUN
Marin Community College Dist.
09/14/2021
1,000,000.00
1,000,000.00
947,000.00
0.893
0.880
0.893
08/01/2026
669
56781RKD8
2588 MUN
Marin Community College Dist.
09/29/2021
283,164.35
285,000.00
268,826.25
0.679
1.025
1.040
08/01/2026
669
623040KQ4
2208 MUN
Mt. San Antonio Community Coll
02/04/2020
230,000.00
230,000.00
216,354.10
2.569
2.533
2.569
08/01/2029
1,765
623040KX9
2661 MUN
Mt. San Antonio Community Coll
02/07/2022
803,525.38
785,000.00
730,379.70
2.649
2.173
2.203
08/01/2030
2,130
605581LM7
1968 MUN
State of Mississippi
11/07/2018
1,508,842.64
1,500,000.00
1,497,450.00
3.751
3.377
3.424
11/01/2026
761
605581LM7
1972 MUN
State of Mississippi
11/07/2018
502,719.21
500,000.00
499,150.00
3.751
3.401
3.449
11/01/2026
761
605581HL4
2087 MUN
State of Mississippi
08/30/2019
751,446.14
750,000.00
747,787.50
2.987
1.745
1.770
12/01/2024
61
605581HL4
2090 MUN
State of Mississippi
09/04/2019
500,933.23
500,000.00
498,525.00
2.987
1.783
1.807
12/01/2024
61
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 22 1
Packet Pg. 419 of 435 eport ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 15
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Municipal Bonds
6055805W5
2096 MUN
State of Mississippi
09/09/2019
154,233.32
150,000.00
149,658.00
4.681
1.888
1.914
11/01/2025
396
6055805V7
2189 MUN
State of Mississippi
12/19/2019
250,473.33
250,000.00
249,832.50
4.511
2.079
2.108
11/01/2024
31
605581QR1
2626 MUN
State of Mississippi
12/09/2021
1,006,121.63
1,000,000.00
883,280.00
2.117
1.992
2.020
10/01/2031
2,556
605581 LL9
2629 MUN
State of Mississippi
12/06/2021
256,744.50
250,000.00
248,682.50
3.646
1.080
1.095
11/01/2025
396
61255QAM8
2928 MUN
City of Monterey
01/16/2024
459,050.67
560,000.00
469,134.40
2.193
4.734
4.800
06/01/2033
3,165
6500357D4
2097 MUN
New York State Urban Dev Corp.
09/09/2019
709,190.33
700,000.00
690,151.00
3.070
2.071
2.100
03/15/2026
530
650036AV8
2683 MUN
New York State Urban Dev Corp.
03/28/2022
969,938.06
1,000,000.00
945,920.00
1.496
2.777
2.816
03/15/2027
895
649791PQ7
2146 MUN
New York State Envrnmntl Corp
10/31/2019
1,500,155.18
1,500,000.00
1,486,380.00
2.120
2.063
2.091
02/15/2025
137
649791PS3
2224 MUN
New York State Envrnmntl Corp
01/30/2020
585,115.38
580,000.00
562,721.80
2.360
1.933
1.960
02/15/2027
867
649791 PR5
2575 MUN
New York State Envrnmntl Corp
09/13/2021
1,529,360.73
1,500,000.00
1,469,625.00
2.260
0.794
0.805
02/15/2026
502
649791P53
2677 MUN
New York State Envrnmntl Corp
03/16/2022
1,000,038.62
1,000,000.00
970,210.00
2.360
2.325
2.358
02/15/2027
867
649791PS3
2678 MUN
New York State Envrnmntl Corp
03/21/2022
999,099.52
1,000,000.00
970,210.00
2.360
2.367
2.400
02/15/2027
867
672240WY0
2293 MUN
City of Oakland
03/09/2020
1,548,099.36
1,500,000.00
1,379,010.00
2.110
1.436
1.456
01/15/2030
1,932
672240WY0
2307 MUN
City of Oakland
03/13/2020
1,532,728.70
1,500,000.00
1,379,010.00
2.110
1.638
1.661
01/15/2030
1,932
672240WY0
2313 MUN
City of Oakland
03/16/2020
1,071,336.61
1,080,000.00
992,887.20
2.110
2.247
2.279
01/15/2030
1,932
672240WX2
2316 MUN
City of Oakland
03/16/2020
1,493,443.22
1,500,000.00
1,401,165.00
2.070
2.151
2.181
01/15/2029
1,567
672240ZA9
2919 MUN
City of Oakland
12/26/2023
1,451,251.68
1,350,000.00
1,501,159.50
5.650
4.523
4.586
07/15/2033
3,209
672319CF5
2630 MUN
City of Oakland Pension
12/06/2021
466,184.97
450,000.00
450,742.50
4.676
1.562
1.584
12/15/2025
440
677765GY9
2165 MUN
Ohlone Community College Distr
11/22/2019
598,970.05
600,000.00
574,152.00
2.237
2.271
2.303
08/01/2027
1,034
677765GY9
2175 MUN
Ohlone Community College Distr
12/06/2019
279,110.55
280,000.00
267,937.60
2.237
2.327
2.360
08/01/2027
1,034
677765HA0
2179 MUN
Ohlone Community College Distr
12/11/2019
966,741.14
970,000.00
903,040.90
2.337
2.382
2.415
08/01/2029
1,765
677765GZ6
2341 MUN
Ohlone Community College Distr
05/08/2020
1,202,247.09
1,185,000.00
1,118,888.85
2.287
1.849
1.875
08/01/2028
1,400
677521CT1
2308 MUN
State of Ohio
03/13/2020
531,844.33
500,000.00
505,915.00
5.262
1.710
1.734
09/01/2026
700
683050BW7
2847 MUN
City of Ontario (Pub Fin Auth)
03/17/2023
570,039.04
600,000.00
574,356.00
1.440
4.339
4.400
08/01/2026
669
68442CCY0
2578 MUN
Orange Cnty Water District
09/16/2021
318,773.88
315,000.00
309,323.70
2.095
0.690
0.700
08/15/2025
318
685585FD8
1910 MUN
Orchard School District
01/25/2018
124,621.73
125,000.00
123,617.50
3.125
3.208
3.253
08/01/2027
1,034
68607LXQ5
1974 MUN
State of Oregon
11/06/2018
411,857.87
393,977.08
404,842.97
5.892
3.516
3.565
06/01/2027
973
68607LXQ5
2015 MUN
State of Oregon
01/16/2019
369,108.15
350,639.60
360,310.24
5.892
3.537
3.587
06/01/2027
973
68607LXQ5
2230 MUN
State of Oregon
01/31/2020
420,814.79
390,037.30
400,794.53
5.892
2.583
2.619
06/01/2027
973
68607LXQ5
2266 MUN
State of Oregon
02/24/2020
852,374.05
787,954.15
809,685.93
5.892
2.482
2.517
06/01/2027
973
68609BXT9
2310 MUN
State of Oregon
03/13/2020
365,106.71
350,000.00
343,374.50
3.080
1.302
1.320
05/01/2027
942
68609TVS4
2378 MUN
State of Oregon
07/02/2020
359,090.75
355,000.00
314,018.80
1.672
1.433
1.452
06/01/2030
2,069
68608KA24
2542 MUN
State of Oregon
07/01/2021
1,025,469.88
870,000.00
897,779.10
5.332
1.943
1.970
08/01/2030
2,130
68609TU30
2549 MUN
State of Oregon
07/08/2021
1,240,017.06
1,225,000.00
1,122,296.00
1.484
1.134
1.150
08/01/2028
1,400
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 23 1
Packet Pg. 420 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 16
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Municipal Bonds
68609TT81
2584 MUN
State of Oregon
09/24/2021
265,223.54
265,000.00
257,765.50
0.803
0.690
0.700
08/01/2025
304
68609TZT8
2624 MUN
State of Oregon
11/19/2021
248,554.79
250,000.00
237,112.50
0.984
1.292
1.310
08/01/2026
669
68609T3M8
2627 MUN
State of Oregon
11/26/2021
899,306.69
900,000.00
790,173.00
2.037
2.020
2.048
11/01/2031
2,587
68607LXQ5
2679 MUN
State of Oregon
04/01/2022
837,541.38
787,954.15
809,685.93
5.892
3.259
3.304
06/01/2027
973
68607LXQ5
2977 MUN
State of Oregon
02/15/2024
802,068.76
787,954.15
809,685.93
5.892
5.079
5.150
06/01/2027
973
692039QX1
2859 MUN
Oxnard Union High School Distr
03/23/2023
461,701.21
500,000.00
470,105.00
1.512
4.458
4.520
08/01/2027
1,034
69511AAS3
2138 MUN
City of Pacifica
10/23/2019
1,015,368.18
1,015,000.00
1,002,596.70
2.563
2.469
2.503
06/01/2025
243
69511AAT1
2139 MUN
City of Pacifica
10/23/2019
580,131.71
580,000.00
565,511.60
2.663
2.611
2.647
06/01/2026
608
70227RBM1
2573 MUN
Pasadena CA Public Finance Aut
09/09/2021
121,983.68
120,000.00
115,957.20
1.984
0.903
0.915
05/01/2026
577
702274CS8
2615 MUN
Pasadena CA Public Finance Aut
12/01/2021
574,085.97
550,000.00
544,896.00
3.500
1.380
1.400
12/01/2026
791
697379TV7
2838 MUN
Palo Alto Unified School Dist.
02/17/2023
1,540,389.36
1,500,000.00
1,548,765.00
5.862
4.698
4.764
07/01/2027
1,003
697379TV7
2839 MUN
Palo Alto Unified School Dist.
02/21/2023
1,540,984.11
1,500,000.00
1,548,765.00
5.862
4.683
4.748
07/01/2027
1,003
697379TV7
2841 MUN
Palo Alto Unified School Dist.
03/06/2023
1,510,755.07
1,480,000.00
1,528,114.80
5.862
4.941
5.010
07/01/2027
1,003
725894NB1
3023 MUN
Placentia-Yorba Linda Unif Sch
03/13/2024
863,885.55
1,000,000.00
887,340.00
2.064
4.359
4.420
08/01/2031
2,495
697511FU2
2582 MUN
PolomarCommunity Clge Distri
10/13/2021
1,000,000.00
1,000,000.00
950,090.00
1.031
1.016
1.031
08/01/2026
669
697511 FD0
2676 MUN
Polomar Community Clge Distri
03/15/2022
328,487.65
335,000.00
319,268.40
1.199
2.288
2.320
08/01/2026
669
752111HE7
2889 MUN
Rancho Water Dist. Fin. Auth.
05/03/2023
623,190.18
600,000.00
625,746.00
5.125
4.284
4.344
08/01/2030
2,130
757710UE6
2388 MUN
Redondo Beach Unified School D
08/06/2020
758,166.34
750,000.00
660,292.50
1.660
1.439
1.459
08/01/2030
2,130
757710UE6
2763 MUN
Redondo Beach Unified School D
12/14/2022
604,882.71
715,000.00
629,478.85
1.660
4.783
4.850
08/01/2030
2,130
76222RYN6
2192 MUN
State of Rhode Island
12/20/2019
259,967.85
260,000.00
258,297.00
2.000
2.231
2.262
01/15/2025
106
76222RXB3
2219 MUN
State of Rhode Island
01/27/2020
1,554,863.93
1,500,000.00
1,477,125.00
3.250
2.077
2.106
04/01/2028
1,278
76222RXB3
2239 MUN
State of Rhode Island
02/06/2020
571,753.35
550,000.00
541,612.50
3.250
1.990
2.018
04/01/2028
1,278
76886PJP9
2596 MUN
Riverside Cmnty College Distt.
10/04/2021
1,367,531.03
1,365,000.00
1,296,790.95
1.124
1.006
1.020
08/01/2026
669
76886PJS3
2733 MUN
Riverside Cmnty College Distt.
11/17/2022
484,958.28
560,000.00
506,934.40
1.785
5.022
5.092
08/01/2029
1,765
76886PJS3
2936 MUN
Riverside Cmnty College Distt.
01/19/2024
105,609.36
120,000.00
108,628.80
1.785
4.562
4.625
08/01/2029
1,765
77781RCW1
2942 MUN
City of Roseville Electric Sys
01/24/2024
401,374.35
470,000.00
413,003.10
1.831
4.487
4.550
02/01/2031
2,314
752147HK7
2805 MUN
Rancho Santiago Comm College D
01/19/2023
598,487.50
635,000.00
601,345.00
0.956
4.164
4.222
09/01/2026
700
757889EH9
2130 MUN
Redwood City School District
10/16/2019
1,000,000.00
1,000,000.00
958,430.00
2.284
2.252
2.284
08/01/2027
1,034
757889EG1
2253 MUN
Redwood City School District
02/13/2020
1,102,708.18
1,095,000.00
1,061,055.00
2.159
1.727
1.751
08/01/2026
669
801139AE6
2603 MUN
City of Santa Ana
10/18/2021
174,800.91
175,000.00
165,821.25
1.176
1.223
1.240
08/01/2026
669
801139AF3
2747 MUN
City of Santa Ana
12/02/2022
1,132,417.51
1,250,000.00
1,162,850.00
1.465
5.178
5.250
08/01/2027
1,034
801139AK2
2932 MUN
City of Santa Ana
01/18/2024
429,224.00
500,000.00
437,745.00
2.189
4.606
4.670
08/01/2031
2,495
801315KU5
2385 MUN
Santa Barbara Unified School D
07/21/2020
493,276.61
490,000.00
442,357.30
1.653
1.483
1.504
08/01/2029
1,765
796720NC0
2166 MUN
San Bernardino Cmty College Di
12/12/2019
1,500,000.00
1,500,000.00
1,432,875.00
2.590
2.554
2.590
08/01/2028
1,400
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 24 1
Packet Pg. 421 of 435 eportVer. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 17
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Municipal Bonds
796720NV8
2365 MUN
San Bernardino Cmty College Di
07/07/2020
2,000,000.00
2,000,000.00
1,820,100.00
1.848
1.822
1.848
08/01/2029
1,765
796720ND8
2920 MUN
San Bernardino Cmty College Di
01/04/2024
928,475.34
1,000,000.00
944,620.00
2.640
4.261
4.320
08/01/2029
1,765
801686TF3
2557 MUN
Santa Clarita Community Colleg
08/02/2021
1,258,887.44
1,250,000.00
1,189,075.00
1.146
0.742
0.752
08/01/2026
669
80168ACV7
2181 MUN
Santa Clara Valley Water Dist.
12/12/2019
1,554,171.96
1,555,000.00
1,473,564.65
2.434
2.416
2.450
06/01/2028
1,339
80168FPC4
2793 MUN
Santa Clara Valley Water Dist.
01/12/2023
863,959.08
1,000,000.00
878,030.00
1.634
4.418
4.480
06/01/2030
2,069
80181 PCU9
1907 MUN
Santa Cruz County Capital Fin.
01/25/2018
464,171.22
465,000.00
459,885.00
2.750
3.008
3.050
06/01/2025
243
80181 PCV7
1908 MUN
Santa Cruz County Capital Fin.
01/25/2018
468,970.88
470,000.00
460,783.30
3.000
3.107
3.150
06/01/2026
608
80181 PCW5
1909 MUN
Santa Cruz County Capital Fin.
01/25/2018
278,398.86
280,000.00
272,272.00
3.000
3.205
3.250
06/01/2027
973
801747AF3
2671 MUN
Santa Cruz MET Transit Dist.
03/03/2022
1,010,974.95
1,000,000.00
963,370.00
2.470
2.030
2.058
08/01/2027
1,034
797356DL3
2602 MUN
San Diego Unified Sch District
10/21/2021
1,008,236.93
1,000,000.00
881,500.00
1.984
1.824
1.850
07/01/2031
2,464
797356DL3
2606 MUN
San Diego Unified Sch District
10/23/2021
896,237.96
900,000.00
793,350.00
1.984
2.024
2.053
07/01/2031
2,464
797356DH2
2617 MUN
San Diego Unified Sch District
11/17/2021
268,692.75
270,000.00
248,424.30
1.599
1.712
1.736
07/01/2028
1,369
797356DF6
2693 MUN
San Diego Unified Sch District
09/23/2022
247,851.30
260,000.00
248,097.20
1.201
4.053
4.110
07/01/2026
638
797356DH2
2767 MUN
San Diego Unified Sch District
12/16/2022
910,717.29
1,000,000.00
920,090.00
1.599
4.241
4.300
07/01/2028
1,369
797272QS3
2550 MUN
San Diego Community College Di
07/09/2021
264,685.21
255,000.00
245,565.00
2.407
1.007
1.021
08/01/2027
1,034
797272RN3
2639 MUN
San Diego Community College Di
12/28/2021
1,988,269.28
1,980,000.00
1,895,553.00
1.445
1.193
1.210
08/01/2026
669
797272RTO
2651 MUN
San Diego Community College Di
01/10/2022
498,859.72
500,000.00
443,735.00
2.113
2.120
2.150
08/01/2031
2,495
797400MR6
2632 MUN
San Diego Regl Trans Commissio
12/08/2021
199,203.98
200,000.00
191,310.00
1.036
1.292
1.310
04/01/2026
547
797412DNO
2580 MUN
San Diego Cnty Wtr Authority
09/17/2021
875,959.13
875,000.00
835,170.00
0.971
0.887
0.900
05/01/2026
577
797412DM2
2600 MUN
San Diego Cnty Wtr Authority
10/08/2021
209,871.10
210,000.00
205,520.70
0.743
0.838
0.850
05/01/2025
212
797412DNO
2604 MUN
San Diego Cnty Wtr Authority
10/20/2021
249,310.65
250,000.00
238,620.00
0.971
1.134
1.150
05/01/2026
577
797412DNO
2623 MUN
San Diego Cnty WtrAuthority
11/19/2021
746,213.34
750,000.00
715,860.00
0.971
1.282
1.300
05/01/2026
577
797412DQ3
2688 MUN
San Diego Cnty WtrAuthority
09/12/2022
1,166,773.99
1,275,000.00
1,170,029.25
1.331
3.945
4.000
05/01/2028
1,308
797412DR1
2716 MUN
San Diego Cnty WtrAuthority
10/24/2022
192,769.11
225,000.00
202,297.50
1.431
5.079
5.150
05/01/2029
1,673
797412DNO
2993 MUN
San Diego Cnty Wtr Authority
03/23/2024
419,651.73
445,000.00
424,743.60
0.971
4.590
4.653
05/01/2026
577
797412DM2
3024 MUN
San Diego Cnty Wtr Authority
03/22/2024
727,535.63
745,000.00
729,109.15
0.743
4.853
4.920
05/01/2025
212
797508JW9
2536 MUN
San Dieguito Union High Sch Di
06/09/2021
430,000.00
430,000.00
408,353.80
1.074
1.059
1.074
08/01/2026
669
797508JX7
2537 MUN
San Dieguito Union High Sch Di
06/09/2021
435,000.00
435,000.00
406,142.10
1.372
1.353
1.372
08/01/2027
1,034
797508HF8
2674 MUN
San Dieguito Union High Sch Di
03/11/2022
433,186.55
435,000.00
419,087.70
1.860
2.070
2.099
08/01/2026
669
817409N35
2320 MUN
Sequoia Union High School Dist
03/18/2020
400,964.79
400,000.00
392,876.00
1.735
1.381
1.400
07/01/2025
273
817409N76
2531 MUN
Sequoia Union High School Dist
04/30/2021
254,651.48
250,000.00
230,857.50
2.103
1.658
1.681
07/01/2029
1,734
797646NC6
1509 MUN
City & County of San Francisco
11/27/2015
1,014,187.95
1,000,000.00
1,006,120.00
5.450
3.067
3.110
06/15/2025
257
797646T48
1711 MUN
City & County of San Francisco
11/01/2016
2,105,533.98
2,105,000.00
2,076,014.15
2.290
2.219
2.249
06/15/2025
257
797646T55
1712 MUN
City & County of San Francisco
11/01/2016
244,924.87
245,000.00
238,245.35
2.390
2.376
2.410
06/15/2026
622
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 25 1
Packet Pg. 422 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 18
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Municipal Bonds
797646T48
1839 MUN
City & County of San Francisco
07/14/2017
229,375.64
230,000.00
226,832.90
2.290
2.682
2.720
06/15/2025
257
797646ND4
2014 MUN
City & County of San Francisco
01/16/2019
1,467,886.43
1,420,000.00
1,446,994.20
5.600
3.304
3.350
06/15/2026
622
7976466C5
2148 MUN
City & County of San Francisco
10/31/2019
1,107,331.38
1,120,000.00
1,029,560.00
2.100
2.337
2.369
06/15/2029
1,718
7976466F8
2762 MUN
City & County of San Francisco
12/14/2022
488,332.97
575,000.00
504,004.75
2.350
4.744
4.810
06/15/2032
2,814
79773KKQ6
2864 MUN
City & County of San Francisco
04/11/2023
1,011,990.48
1,000,000.00
1,011,700.00
6.000
4.146
4.203
06/15/2025
257
79773KKT0
2883 MUN
City & County of San Francisco
04/21/2023
527,442.70
500,000.00
539,430.00
6.000
4.273
4.332
06/15/2028
1,353
79773KDG6
2910 MUN
City & County of San Francisco
10/20/2023
547,620.28
635,000.00
575,195.70
1.784
5.375
5.450
06/15/2029
1,718
79773KKX1
2913 MUN
City & County of San Francisco
12/15/2023
326,533.31
305,000.00
347,364.50
6.000
4.803
4.870
06/15/2032
2,814
7976466E1
2934 MUN
City & County of San Francisco
01/18/2024
660,941.82
760,000.00
678,072.00
2.300
4.553
4.616
06/15/2031
2,448
7976466G6
2958 MUN
City & County of San Francisco
01/31/2024
397,228.50
470,000.00
404,294.00
2.400
4.546
4.610
06/15/2033
3,179
79765D5Y2
2911 MUN
City & Cnty of San Francisco
11/07/2023
1,001,546.07
1,000,000.00
1,095,450.00
6.000
5.889
5.971
10/01/2032
2,922
79772EBC2
1937 MUN
San Francisco Cmnty Facs Dist
03/02/2018
675,825.94
680,000.00
666,209.60
3.250
3.451
3.499
09/01/2027
1,065
79772ECL1
2132 MUN
San Francisco Cmnty Facs Dist
10/11/2019
368,492.64
350,000.00
343,581.00
3.648
2.398
2.431
09/01/2029
1,796
79772ECJ6
2309 MUN
San Francisco Cmnty Facs Dist
03/13/2020
136,646.92
130,000.00
128,135.80
3.468
1.577
1.599
09/01/2027
1,065
79772EDY2
2608 MUN
San Francisco Cmnty Facs Dist
11/03/2021
583,972.09
575,000.00
519,340.00
2.591
2.305
2.337
09/01/2031
2,526
79772EDA4
2628 MUN
San Francisco Cmnty Facs Dist
11/29/2021
1,313,876.28
1,295,000.00
1,252,057.80
2.236
1.425
1.445
09/01/2026
700
79772EEK1
2946 MUN
San Francisco Cmnty Facs Dist
01/24/2024
620,561.75
600,000.00
643,716.00
5.535
4.783
4.850
09/01/2030
2,161
79772EDF3
2973 MUN
San Francisco Cmnty Facs Dist
02/13/2024
621,287.20
700,000.00
636,818.00
2.701
4.583
4.647
09/01/2031
2,526
797669ZR2
2636 MUN
SF Bay Area Rapid Transit Dist
12/16/2021
506,455.04
480,000.00
441,158.40
2.768
1.846
1.872
07/01/2031
2,464
797669ZR2
2766 MUN
SF Bay Area Rapid Transit Dist
12/15/2022
357,851.48
405,000.00
372,227.40
2.768
4.832
4.899
07/01/2031
2,464
826239GD1
2501 MUN
Sierra Joint Com. College Dist
03/09/2021
585,000.00
585,000.00
524,487.60
1.445
1.425
1.445
08/01/2029
1,765
826239GD1
2535 MUN
Sierra Joint Com. College Dist
05/27/2021
499,172.55
500,000.00
448,280.00
1.445
1.461
1.481
08/01/2029
1,765
82707BDP1
2828 MUN
Silicon Valley Clean Water
02/10/2023
226,385.47
245,000.00
229,239.15
1.380
4.301
4.361
08/01/2027
1,034
798306WQ5
2707 MUN
San Juan Unified School Dist
10/17/2022
513,729.31
545,000.00
518,333.15
1.201
4.586
4.650
08/01/2026
669
798135E96
2656 MUN
City of San Jose
01/28/2022
355,073.98
350,000.00
341,341.00
2.500
1.686
1.710
09/01/2026
700
798153NF5
2622 MUN
San Jose Financing Authority
11/18/2021
344,063.24
345,000.00
329,757.90
1.311
1.459
1.480
06/01/2026
608
798189PK6
1966 MUN
San Jose Evergreen Cmnty Colll
10/29/2018
315,000.00
315,000.00
315,195.30
3.728
3.676
3.727
09/01/2027
1,065
798189QA7
2105 MUN
San Jose Evergreen Cmnty Colll
10/01/2019
500,000.00
500,000.00
474,245.00
2.350
2.317
2.350
08/01/2028
1,400
798186N81
2518 MUN
San Jose Unified School Dist.
03/15/2021
998,427.66
1,000,000.00
971,360.00
0.558
0.739
0.750
08/01/2025
304
798186P30
2700 MUN
San Jose Unified School Dist.
10/07/2022
880,175.53
990,000.00
901,266.30
1.224
4.487
4.550
08/01/2028
1,400
798186P22
2774 MUN
San Jose Unified School Dist.
12/21/2022
776,879.52
850,000.00
788,120.00
1.014
4.341
4.401
08/01/2027
1,034
798186P22
2949 MUN
San Jose Unified School Dist.
01/26/2024
181,996.40
200,000.00
185,440.00
1.014
4.421
4.483
08/01/2027
1,034
802309NY6
2706 MUN
Santa Maria JT Union High Sch
10/17/2022
431,215.98
455,000.00
436,094.75
1.508
4.586
4.650
08/01/2026
669
802385RC0
2091 MUN
Santa Monica Cmnty College Dis
09/05/2019
331,205.66
315,000.00
311,267.25
3.472
1.972
2.000
08/01/2028
1,400
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 26 1
Packet Pg. 423 of 435 eportVer. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 19
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Municipal Bonds
802385RV8
2481 MUN
Santa Monica Cmnty College Dis
01/22/2021
575,428.19
570,000.00
504,250.50
1.696
1.499
1.520
08/01/2030
2,130
802385RT3
2482 MUN
Santa Monica Cmnty College Dis
01/22/2021
608,717.90
600,000.00
550,986.00
1.496
1.085
1.100
08/01/2028
1,400
802385RS5
2810 MUN
Santa Monica Cmnty College Dis
01/23/2023
789,416.51
850,000.00
792,242.50
1.244
3.965
4.020
08/01/2027
1,034
802498VW2
2561 MUN
Santa Monica -Malibu USD
08/12/2021
651,098.83
650,000.00
618,988.50
0.989
0.877
0.890
07/01/2026
638
802498ZA6
2637 MUN
Santa Monica -Malibu USD
12/20/2021
213,619.44
215,000.00
203,839.35
0.849
1.193
1.210
08/01/2026
669
802498ZF5
2792 MUN
Santa Monica -Malibu USD
01/09/2023
681,170.22
825,000.00
711,414.00
1.624
4.694
4.760
08/01/2031
2,495
799017UW6
1902 MUN
San Mateo Foster City SCH Dist
01/16/2018
998,964.92
1,000,000.00
986,460.00
2.699
2.786
2.825
09/01/2025
335
799017UW6
1940 MUN
San Mateo Foster City SCH Dist
03/09/2018
997,543.39
1,000,000.00
986,460.00
2.699
2.959
3.000
09/01/2025
335
799017WD6
2153 MUN
San Mateo Foster City SCH Dist
11/07/2019
1,348,399.17
1,360,000.00
1,279,134.40
2.237
2.447
2.480
09/01/2028
1,431
799017VM7
2178 MUN
San Mateo Foster City SCH Dist
12/11/2019
1,575,913.78
1,565,000.00
1,489,128.80
2.542
2.311
2.343
09/01/2028
1,431
799017XW3
2567 MUN
San Mateo Foster City SCH Dist
09/21/2021
500,000.00
500,000.00
472,510.00
0.925
0.912
0.925
09/01/2026
700
799055QV3
2585 MUN
San Mateo Foster City SCH Dist
09/27/2021
177,783.52
175,000.00
169,071.00
1.799
0.897
0.910
08/01/2026
669
799055ME5
2591 MUN
San Mateo Foster City SCH Dist
09/29/2021
861,250.40
810,000.00
833,878.80
6.000
2.297
2.329
08/01/2026
669
799017WE4
2782 MUN
San Mateo Foster City SCH Dist
12/22/2022
382,222.61
425,000.00
394,761.25
2.337
4.685
4.750
09/01/2029
1,796
83412PFQO
2176 MUN
Solano Cnty Community Clg Dist
12/09/2019
1,158,684.64
1,150,000.00
1,105,679.00
2.717
2.462
2.496
08/01/2028
1,400
83412PHQ8
2579 MUN
Solano Cnty Community Clg Dist
10/06/2021
750,000.00
750,000.00
712,492.50
1.025
1.011
1.025
08/01/2026
669
83412PGZ9
2583 MUN
Solano Cnty Community Clg Dist
10/06/2021
200,446.59
200,000.00
189,998.00
1.025
0.887
0.900
08/01/2026
669
83412PHE5
2594 MUN
Solano Cnty Community Clg Dist
10/06/2021
387,231.72
390,000.00
340,290.60
1.861
1.948
1.975
08/01/2031
2,495
83412PHU9
2597 MUN
Solano Cnty Community Clg Dist
10/06/2021
746,016.61
750,000.00
666,007.50
1.761
1.834
1.860
08/01/2030
2,130
83412PHW5
2598 MUN
Solano Cnty Community Clg Dist
10/06/2021
822,731.09
825,000.00
719,845.50
1.861
1.879
1.905
08/01/2031
2,495
83412PHB1
2649 MUN
Solano Cnty Community Clg Dist
01/07/2022
345,952.53
350,000.00
321,198.50
1.479
1.775
1.800
08/01/2028
1,400
835569GT5
2577 MUN
Sonoma Cnty Jr. College Distr.
09/15/2021
159,421.15
155,000.00
150,976.20
2.447
0.843
0.855
08/01/2026
669
839278JM1
1914 MUN
South Pasadena Unified School
02/15/2018
179,560.30
180,000.00
176,180.40
3.000
3.057
3.100
08/01/2027
1,034
839278KC1
2161 MUN
South Pasadena Unified School
12/12/2019
407,147.02
370,000.00
388,451.90
5.000
2.598
2.634
08/01/2029
1,765
839278KB3
2162 MUN
South Pasadena Unified School
12/12/2019
270,628.98
250,000.00
260,540.00
5.000
2.549
2.584
08/01/2028
1,400
839278KA5
2163 MUN
South Pasadena Unified School
12/12/2019
154,157.00
145,000.00
149,641.45
5.000
2.500
2.534
08/01/2027
1,034
839278JZ2
2164 MUN
South Pasadena Unified School
12/12/2019
407,008.44
390,000.00
397,659.60
5.000
2.378
2.411
08/01/2026
669
799381AL2
2933 MUN
City of San Ramon
01/18/2024
302,193.36
355,000.00
311,423.75
2.460
4.753
4.819
07/01/2032
2,830
7994082K4
2605 MUN
San Ramon Vly Unif Sch Dist.
11/03/2021
1,506,744.28
1,500,000.00
1,347,525.00
1.914
1.805
1.830
08/01/2030
2,130
799408Z93
2813 MUN
San Ramon Vly Unif Sch Dist.
01/26/2023
886,510.09
935,000.00
889,175.65
1.034
4.044
4.100
08/01/2026
669
867578UT1
2100 MUN
Sunnyvale Elementary Sch Distr
09/19/2019
135,000.00
135,000.00
127,496.70
2.190
2.157
2.187
09/01/2028
1,431
867578US3
2101 MUN
Sunnyvale Elementary Sch Distr
09/19/2019
135,000.00
135,000.00
128,995.20
2.090
2.061
2.090
09/01/2027
1,065
892404CN2
2493 MUN
Tracy Unified School District
02/08/2021
504,228.89
500,000.00
454,430.00
1.644
1.437
1.457
08/01/2029
1,765
87970GPSO
2539 MUN
Temecula Valley Unified School
06/16/2021
250,000.00
250,000.00
230,060.00
1.503
1.482
1.503
08/01/2028
1,400
Portfolio CPA
AP
Run Date: 10/27/2024-12:27 I (PRF_FI) 7.3.11
Item 12: Staff Report Pg. 27 1
Packet Pg. 424 of 435 eport Ver. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 20
CUSIP
Investment #
Issuer
Purchase
Date
Book Value
Par Value
Market Value
Current
Rate
YTM
360
YTM
365
Maturity Days To
Date Maturity
Municipal Bonds
87970GPQ4
2569 MUN
Temecula Valley Unified School
08/27/2021
355,958.86
355,000.00
337,707.95
1.051
0.887
0.900
08/01/2026
669
880541XY8
1673 MUN
State of Tennessee
08/25/2016
1,002,751.85
1,000,000.00
971,400.00
2.116
1.923
1.950
08/01/2026
669
880541XX0
1674 MUN
State of Tennessee
08/25/2016
1,651,832.38
1,650,000.00
1,623,006.00
2.066
1.893
1.920
08/01/2025
304
880541XX0
1676 MUN
State of Tennessee
08/25/2016
700,777.38
700,000.00
688,548.00
2.066
1.893
1.920
08/01/2025
304
891371 BB1
2795 MUN
City of Torrance JT PWRS Fin A
01/12/2023
379,573.54
445,000.00
394,817.35
2.637
5.001
5.070
06/01/2032
2,800
901072LD8
2715 MUN
Tustin Unif Sch Dist Facs Impt
10/24/2022
589,719.90
650,000.00
604,448.00
1.145
4.783
4.850
08/01/2027
1,034
901072MB1
2758 MUN
Tustin Unif Sch Dist Facs Impt
12/09/2022
169,314.94
205,000.00
177,796.50
1.754
4.843
4.910
08/01/2031
2,495
901072LX4
2814 MUN
Tustin Unif Sch Dist Facs Impt
01/26/2023
461,478.52
500,000.00
464,960.00
1.145
4.098
4.155
08/01/2027
1,034
8827237P8
2195 MUN
State of Texas
12/23/2019
1,514,765.54
1,500,000.00
1,480,695.00
3.051
1.975
2.003
10/01/2025
365
8827237TO
2225 MUN
State of Texas
01/30/2020
994,682.56
940,000.00
927,695.40
3.521
2.191
2.221
10/01/2029
1,826
8827237TO
2255 MUN
State of Texas
02/14/2020
1,338,557.54
1,265,000.00
1,248,441.15
3.521
2.192
2.222
10/01/2029
1,826
8827237N3
2311 MUN
State of Texas
03/16/2020
250,000.00
250,000.00
250,000.00
2.899
1.231
1.248
10/01/2024
0
8827235K1
2541 MUN
State of Texas
06/30/2021
250,480.96
245,000.00
240,278.85
2.922
0.641
0.650
10/01/2025
365
882724RF6
2548 MUN
State of Texas
07/02/2021
1,051,628.48
1,000,000.00
926,280.00
2.426
1.480
1.501
10/01/2030
2,191
882723A90
2631 MUN
State of Texas
12/07/2021
508,730.13
500,000.00
492,500.00
2.831
1.030
1.045
10/01/2025
365
882724U47
2957 MUN
State of Texas
01/30/2024
297,106.00
295,000.00
308,174.70
4.700
4.536
4.599
10/01/2033
3,287
91412GQG3
2077 MUN
University of California
08/26/2019
1,509,596.97
1,500,000.00
1,486,860.00
3.050
1.930
1.957
05/15/2025
226
91412GQG3
2095 MUN
University of California
09/09/2019
1,007,225.81
1,000,000.00
991,240.00
3.050
1.797
1.821
05/15/2025
226
91412HGF4
2685 MUN
University of California
04/05/2022
421,399.10
440,000.00
411,879.60
1.316
3.028
3.070
05/15/2027
956
91412HJN4
2866 MUN
University of California
04/05/2023
213,055.84
230,000.00
214,670.50
1.272
4.311
4.371
05/15/2027
956
91412HGG2
2996 MUN
University of California
02/26/2024
636,296.60
745,000.00
655,860.75
1.614
4.566
4.630
05/15/2030
2,052
917542QV7
2306 MUN
State of Utah
03/13/2020
298,495.73
295,225.00
293,332.61
3.539
1.948
1.975
07/01/2025
273
97705MNU5
2547 MUN
State of Wisconsin
07/02/2021
2,106,452.44
2,000,000.00
1,834,220.00
2.451
1.553
1.575
05/01/2031
2,403
97705MNP6
2574 MUN
State of Wisconsin
09/09/2021
1,531,193.18
1,500,000.00
1,459,860.00
2.089
0.739
0.750
05/01/2026
577
97705MNP6
2576 MUN
State of Wisconsin
09/13/2021
1,020,312.23
1,000,000.00
973,240.00
2.089
0.769
0.780
05/01/2026
577
977100AC0
2822 MUN
State of Wisconsin 2
01/30/2023
615,172.45
610,000.00
620,284.60
5.700
5.039
5.109
05/01/2026
577
987388GX7
2657 MUN
Yosemite Community College Dis
02/17/2022
1,000,000.00
1,000,000.00
955,130.00
2.082
2.053
2.082
08/01/2027
1,034
987388GX7
2687 MUN
Yosemite Community College Dis
09/02/2022
476,763.14
500,000.00
477,565.00
2.082
3.846
3.900
08/01/2027
1,034
Subtotal and Average 233,128,227.36 235,908,741.43 226,351,174.89 2.763 2.801 1,290
Supranationals (World Bank) Bonds
4581X0DV7 2528 IADB
Inter -American Dev. Bank
04/20/2021
1,998,540.39
2,000,000.00
1,910,500.00
0.875
0.910
0.923
04/20/2026
566
45818WDH6 2586 IADB
Inter -American Dev. Bank
09/27/2021
1,995,749.80
2,000,000.00
1,899,820.00
0.800
0.914
0.927
06/17/2026
624
4581X0EB0 2652 IADB
Inter -American Dev. Bank
01/13/2022
999,442.87
1,000,000.00
953,200.00
1.500
1.504
1.525
01/13/2027
834
4581X0EB0 2655 IADB
Inter -American Dev. Bank
01/14/2022
999,122.71
1,000,000.00
953,200.00
1.500
1.518
1.540
01/13/2027
834
Run Date: 10/27/2024 - 12:27
Portfolio CPA
AP
I (PRF_FI) 7.3.11
[ • Item 12: Staff Report Pg. 28 Packet Pg. 425 of 435 eportVer. 7.3.11
Item 12
Attachment B - Investment Portfolio
Fund ALL - Portfolio Listings
Investments by Fund
September 30, 2024
Page 21
Purchase
Current
YTM
YTM
Maturity Days To
CUSIP
Investment #
Issuer
Date
Book Value
Par Value
Market Value
Rate
360
365
Date Maturity
Supranationals
(World Bank) Bonds
4581X0EK0
2922 IADB
Inter -American Dev. Bank
01/08/2024
1,003,426.78
1,000,000.00
1,010,310.00
4.500
4.214
4.273
05/15/2026
591
4581X0EN4
2987 IADB
Inter -American Dev. Bank
02/22/2024
993,854.99
1,000,000.00
1,019,760.00
4.125
4.222
4.281
02/15/2029
1,598
45818WFV3
3026 IADB
Inter -American Dev. Bank
09/19/2024
1,525,863.06
1,500,000.00
1,514,985.00
3.900
3.462
3.511
08/15/2029
1,779
459058JL8
2470 IBRD
Intl Bk Recon & Development
01/08/2021
1,500,200.66
1,500,000.00
1,444,440.00
0.500
0.480
0.487
10/28/2025
392
459058JS3
2492 IBRD
Intl Bk Recon & Development
02/10/2021
1,500,000.00
1,500,000.00
1,439,565.00
0.650
0.641
0.650
02/10/2026
497
45905U5Y6
2497 IBRD
Intl Bk Recon & Development
02/18/2021
1,500,000.00
1,500,000.00
1,437,600.00
0.600
0.591
0.600
02/18/2026
505
459058JL8
2498 IBRD
Intl Bk Recon & Development
02/18/2021
1,498,412.04
1,500,000.00
1,444,440.00
0.500
0.591
0.600
10/28/2025
392
459058JL8
2510 IBRD
Intl Bk Recon & Development
03/01/2021
1,495,288.85
1,500,000.00
1,444,440.00
0.500
0.787
0.798
10/28/2025
392
459058JS3
2534 IBRD
Intl Bk Recon & Development
05/26/2021
1,496,112.10
1,500,000.00
1,439,565.00
0.650
0.833
0.845
02/10/2026
497
459058JS3
2553 IBRD
Intl Bk Recon & Development
07/15/2021
1,495,986.93
1,500,000.00
1,439,565.00
0.650
0.839
0.851
02/10/2026
497
459058JS3
2559 IBRD
Intl Bk Recon & Development
08/12/2021
1,495,351.93
1,500,000.00
1,439,565.00
0.650
0.871
0.883
02/10/2026
497
45906M2L4
2650 IBRD
Intl Bk Recon & Development
01/07/2022
990,021.18
1,000,000.00
953,670.00
0.650
1.368
1.387
02/24/2026
511
45906M2Z3
2673 IBRD
Intl Bk Recon & Development
03/17/2022
999,615.74
1,000,000.00
988,360.00
2.050
2.107
2.136
03/17/2025
167
45906M2L4
2736 IBRD
Intl Bk Recon & Development
11/23/2022
949,957.73
1,000,000.00
953,670.00
0.650
4.480
4.542
02/24/2026
511
459058JN4
2775 IBRD
Intl Bk Recon & Development
12/21/2022
911,631.11
1,000,000.00
915,570.00
0.750
3.807
3.860
11/24/2027
1,149
459058JT1
2779 IBRD
Intl Bk Recon & Development
12/22/2022
1,389,262.84
1,500,000.00
1,386,465.00
0.850
4.241
4.300
02/10/2027
862
459058JT1
2826 IBRD
Intl Bk Recon & Development
02/10/2023
1,386,879.59
1,500,000.00
1,386,465.00
0.850
4.310
4.370
02/10/2027
862
459058KW2
2912 IBRD
Intl Bk Recon & Development
10/27/2023
986,151.69
1,000,000.00
1,034,376.01
4.625
4.967
5.036
08/01/2028
1,400
459058KT9
2921 IBRD
Intl Bk Recon & Development
01/08/2024
980,154.88
1,000,000.00
996,190.00
3.500
4.024
4.079
07/12/2028
1,380
459058KW2
2950 IBRD
Intl Bk Recon & Development
01/26/2024
1,015,748.98
1,000,000.00
1,034,376.01
4.625
4.112
4.169
08/01/2028
1,400
45906M5A5
3003 IBRD
Intl Bk Recon & Development
03/05/2024
1,500,000.00
1,500,000.00
1,504,875.00
5.500
5.424
5.500
03/05/2029
1,616
459058KW2
3034 IBRD
Intl Bk Recon & Development
09/24/2024
1,039,101.66
1,000,000.00
1,034,376.01
4.625
3.475
3.524
08/01/2028
1,400
45950VPEO
2441 IFC
International Finance Corp.
10/30/2020
1,000,000.00
1,000,000.00
973,770.00
0.500
0.351
0.355
10/15/2025
379
45950VPH3
2454 IFC
International Finance Corp.
11/30/2020
1,500,000.00
1,500,000.00
1,468,995.00
0.500
0.341
0.345
11/15/2025
410
45950VPJ9
2483 IFC
International Finance Corp.
01/25/2021
1,501,360.89
1,500,000.00
1,439,640.00
0.580
0.501
0.508
01/15/2026
471
45950VPJ9
2502 IFC
International Finance Corp.
02/11/2021
1,500,949.45
1,500,000.00
1,439,640.00
0.580
0.522
0.530
01/15/2026
471
45950VPS9
2503 IFC
International Finance Corp.
02/26/2021
1,497,414.44
1,500,000.00
1,432,815.00
0.500
0.616
0.625
02/26/2026
513
45950VPT7
2514 IFC
International Finance Corp.
03/15/2021
2,000,000.00
2,000,000.00
1,934,580.00
0.750
0.591
0.600
03/15/2026
530
45950VPU4
25151FC
International Finance Corp.
03/23/2021
1,499,840.40
1,500,000.00
1,434,645.00
0.750
0.746
0.757
03/23/2026
538
45950VPU4
2517 IFC
International Finance Corp.
03/23/2021
1,995,667.16
2,000,000.00
1,912,860.00
0.750
0.887
0.900
03/23/2026
538
45950VPY6
2532 IFC
International Finance Corp.
05/28/2021
1,500,000.00
1,500,000.00
1,451,385.00
0.750
0.642
0.651
05/15/2026
591
45950KCX6
2654 IFC
International Finance Corp.
01/12/2022
984,668.93
1,000,000.00
943,330.00
0.750
1.518
1.540
10/08/2026
737
Subtotal and Average 48,625,779.78 49,000,000.00 47,411,008.03 1.779 1.804 715
Total Investments and Average 592,141,180.65 595,626,541.30
Run Date: 10/27/2024 - 12:27
Item 12: Staff Report Pg. 29
568,521,936.99 2.425 2.458 1,072
Portfolio CPA
AP
I (PRF_FI) 7.3.11
Packet Pg. 426 of 435 eportVer. 7.3.11
Item 12
Attachment C -
Investment Policy t C
Compliance
Investment Policy Compliance
As of September 30, 2024
Compliance
Investment Policy Requirements
Check / Actual
General Investment Guidelines:
Full Compliance
a) The max. stated final maturity of individual securities in the portfolio should be 10 years.
b) A max. of 30 percent of the par value of the portfolio shall be invested in securities with maturities
24.6%
beyond 5 years.
c) The City shall maintain a minimum of one month's cash needs in short term investments.
d) At least $50 million shall be maintained in securities maturing in less than 2 years.
$232.2 million
Plus two managed pool accounts which provide instant liquidity:
Local Agency Investment Fund (LAIF) - maximum investment limit i�75 million
$44.9 million
Fidelity Investments
$11.2 million
e) Should market value of the portfolio fall below95 percent of the book value, report this fact within a
96.0%
reasonable time to the City Council and evaluate if there are risk of holding securities to maturity.
d) Commitments to purchase securities newly introduced on the market shall be made no more than
three (3) working days before pricing.
f) Whenever possible, the City will obtain three or more quotations on the purchase or sale of
comparable securities (excludes new issues, LAIF, City of Palo Alto bonds, money market
accounts, and mutual funds).
2
U.S. Government Securities:
Full Compliance
a) There is no limit on purchase of these securities.
b) Securities will not exceed 10 years maturity.
0.76%
3
U.S. Government Agency Securities:
Full Compliance
a) There is no limit on purchase of these securities except for:
Callable and Multi -step-up securities provided that:
The potential call dates are known at the time of purchase;
the interest rates at which they "step-up" are known at the time of purchase; and
the entire face value of the security is redeemed at the call date.
No more than 25 percent of the par value of portfolio.
24.29%
b) Securities will not exceed 10 years maturity.
4
California State, California Local Government Agencies, and other United States State Bonds:
Full Compliance
a) Having at time of investment a minimum Double A (AA/Aa2) rating as provided by a nationally
recognized rating service (e.g., Moody's, Fitch, and/or Standard and Poor's).
b) May not exceed 40 percent of the par value of the portfolio.
39.61%
5
Certificates of Deposit (CD):
Full Compliance
a) May not exceed 20 percent of the par value of the portfolio;
None Held
b) No more than 10 percent of the par value of the portfolio in collateralized CDs in any institution.
c) Purchase collateralized deposits only from federally insured large banks that are rated by
a nationally recognized rating agency (e.g. Moody's, Fitch, and/or Standard & Poor's).
d) For non -rated banks, deposit should be limited to amounts federally insured (FDIC)
e) Rollovers are not permitted without specific instruction from authorized City staff.
6
Banker's Acceptance Notes (BA):
Full Compliance
a) No more than 30 percent of the par value of the portfolio.
None Held
b) Not to exceed 180 days maturity.
c) No more than $5 million with any one institution.
Item 12: Staff Report Pg. 30 Packet Pg. 427 of 435
Item 12
Attachment C -
Investment Policy t C
Compliance
Investment Policy Compliance
As of September 30, 2024
Compliance
Investment Policy Requirements
Check / Actual
7
Commercial Paper:
Full Compliance
a) No more than 15 percent of the par value of the portfolio.
None Held
b) Having highest letter or numerical rating from a nationally recognized rating service.
c) Not to exceed 270 days maturity.
d) No more than $3 million or 10 percent of the outstanding commercial paper of any one institution,
whichever is lesser.
8
Short -Term Repurchase Agreement (REPO):
Full Compliance
a) Not to exceed 1 year.
None Held
b) Market value of securities that underlay a repurchase agreement shall be valued at 102 percent or
greater of the funds borrowed against those securities.
9
Money Market Deposit Accounts
Full Compliance
a) Liquid bank accounts which seek to maintain a net asset value of $1.00.
10
Mutual Funds:
Full Compliance
a) No more than 20 percent of the par value of the portfolio.
None Held
b) No more than 10 percent of the par value with any one institution.
11
Negotiable Certificates of Deposit (NCD):
Full Compliance
a) No more than 20 percent of the par value of the portfolio.
7.10%
b) No more than $5 million in any one institution.
Federally Insured
12
Medium -Term Corporate Notes:
Full Compliance
a) No more than 10 percent of the par value of the portfolio.
4.87%
b) Not to exceed 5 years maturity.
c) Securities eligible for investment shall have a minimum rating of AA or Aa2 from a nationally
recognized rating service.
d) No more than $5 million of the par value may be invested in securities of any single issuer, other
than the U.S. Government, its agencies and instrumentality.
e) If securities owned by the City are downgraded by either rating agencies to a level below AA it
shall be the City's policy to review the credit situation and make a determination as to whether
to sell or retain such securities.
13
Supranational Organizations Securities:
Full Compliance
a) Securities will not exceed 5 years maturity
b) No more than 20 percent of the par value of the portfolio.
8.23%
c) No more than 10 percent in any one institution.
Full Compliance
d) Securities eligible for investment shall have a minimum rating of AA or Aa2 from a nationally
recognized rating service.
14
Prohibited Investments:
Full Compliance
a) Reverse Repurchase Agreements
None Held
b) Derivatives as defined in Appendix B of the Investment Policy
15
All securities shall be delivered to the City's safekeeping custodian, and held in the name of the
Full Compliance
City, with the exception of :
- Certificates of Deposit, Mutual Funds, and Local Agency Investment Fund (LAIF)
Item 12: Staff Report Pg. 31 Packet Pg. 428 of 435
Item 13
Item 13 Staff Report
City Council
Staff Report
Report Type: INFORMATION REPORTS
CITY O F Lead Department: Administrative Services
PALO
LTO
Meeting Date: November 18, 2024
Report #:2411-3754
TITLE
City of Palo Alto Monthly Investment Activity Report October 2024 (Unaudited)
ATTACHMENTS
Attachment A: 2024 10 (October) Monthly Investment Activity Report
APPROVED BY:
Lauren Lai, Administrative Services Director
Item 13: Staff Report Pg. 1 Packet Pg. 429 of 435
Docusign Envelope ID: 229BAF03-3E6D-4371-BD39-9AE770539A4E
Item 13
Attachment A - 2024 10
(October) Monthly
CITY OF PALO ALTO Investment Activity
Report
CITY OF MONTHLY INVESTMENT ACTIVITY REPORT
PALO
ALTO October 2024 (Unaudited)
TO: Honorable City Council
Report Posted at the City's Website: www.cityofpaloalto.org/investmentreporting
Above Link on Council Agenda of November 18, 2024
The City's Investment Policy' (Policy) and California Government Code Section 53607 requires that a
report of transactions (investments, reinvestment, sold, and exchanged securities) be made available
to the Council on a monthly basis.
The attached list of transactions (Attachment A) also includes, though not required by the Policy or
the government code, security maturities and cash movement activity in the City's two liquid
operating cash pool accounts (Local Agency Investment Fund or LAIF and Fidelity accounts). Liquid
cash are available on a daily basis but are invested by the two entities in a range of securities (e.g.,
treasuries, federal agencies, commercial paper, corporate bonds, time deposits, loans, and certificate
of deposits/bank notes).
This reporting requirement is separate and distinct from the quarterly investment report submitted
under California Government Code Section 53646 that includes portfolio composition, a detailed list
of all securities, performance compared to the Policy, overall compliance with the Policy, and the
City's ability to meet expenditure requirements over the next six months.
Prepared by:
Approved by:
DocuSigned by:
11/3/2024
DocuSigned by:
�a
11/4/2024
119CA000B9DF4D1...
553B497C4A904B9...
Tarun Narayan Date
Christine Paras
Date
Mgr. Treasury, Debt &
Asst. Director ASD
Investments
DocuSigned by:
11/4/2024
66236E5C20284Bc...
Lauren Lai
Date
Chief Financial Officer
' https://www.citvofpaloaIto.org/files/assets/public/v/1/administrative-services/investment-policies/adopted-investment-policy-1-39-asd.pdf
Item 13: Staff Report Pg. 21 Packet Pg. 430 of 435
Docusign Envelope ID: 229BAF03-3E6D-4371-BD39-9AE770539A4E
0•
PALO
ALTO
City of Palo Alto
Activity Report
Sorted By Safekeeper
October 1, 2024 - October 31, 2024
ent A
Item 13
Attachment A - 2024 10 (October) of Palo Alto
Monthly Investment Activity Report Svcs. Dept.
250 Hamilton Ave., 4th Floor
Palo Alto, CA 94301
(650)329-2362
Par Value Par Value
Percent Beginning Current Transaction Purchases or Redemptions or Ending
CUSIP Investment # Issuer of Portfolio Balance Rate Date Deposits Withdrawals Balance
Safekeeper: U.S. Bank
Negotiable Certificates of Deposits
805508BT4
2710 NCD
Sawyer Savings Bank
4.900
10/28/2024
0.00
249,000.00
712303BF2
2863 NOD
People's Security Bank & Trust
5.450
10/30/2024
0.00
249,000.00
022663BS6
2867 NOD
Amalgamated Fin Corp Bank
5.000
10/14/2024
0.00
249,000.00
35638CAE9
2868 NOD
Freedom First Fed CU Bank
4.850
10/15/2024
0.00
249,000.00
05572YGM8
2876 NOD
BOKF NA Bank
4.950
10/26/2024
0.00
249,000.00
76857RCF9
2892 NOD
RiverBank
4.950
10/12/2024
0.00
249,000.00
63008MAW1
2896 NOD
Nano Banc
4.900
10/17/2024
0.00
249,000.00
27889MAC4
2939 NOD
Eclipse Bank, Inc.
5.000
10/02/2024
0.00
249,000.00
65504UAB3
2971 NOD
Noble Federal Credit Union Bk
5.200
10/23/2024
0.00
249,000.00
759701 BW4
2983 NOD
Renasant Bank
5.000
10/23/2024
0.00
249,000.00
45383KTM9
3018 NOD
Indep Bank - Grand Rapids MI
5.000
10/15/2024
0.00
249,000.00
17669VAW7
3021 NOD
Citizens State Bank Mont IA
5.000
10/13/2024
0.00
249,000.00
77357DAK4
3035 NOD
Rockland Federal Credit Union
4.500
10/01/2024
240,000.00
0.00
89388CJK5
3039 NOD
Tab Bank Inc.
3.700
10/11/2024
250,000.00
0.00
83086XAA8
3042 NOD
Skyla Federal Credit Union
4.150
10/08/2024
250,000.00
0.00
97412MAG4
3043 NOD
Wings Financial Credit Union
4.000
10/10/2024
250,000.00
0.00
489642CW6
3047 NOD
Kennett Trust Bank
4.300
10/07/2024
245,000.00
0.00
98138MCU2
3052 NOD
Workers Fed Credit Union
4.100
10/21/2024
250,000.00
0.00
02357QCJ4
3060 NOD
Amerant Bank
3.850
10/15/2024
250,000.00
0.00
02007G3R2
3061 NOD
Ally Bank
3.750
10/15/2024
250,000.00
0.00
33715LFZ8
3062 NOD
First Technology Federal Credi
4.000
10/23/2024
250,000.00
0.00
320437AP1
3069 NOD
First Guaranty Bank
4.200
10/25/2024
250,000.00
0.00
Subtotal and Balance 42,265,000.00
2,485,000.00
2,988,000.00
Corporate Medium Term Bonds
03444RAB4
3038 MTN
Andrew W Mellon Foundation
0.947
10/01/2024
1,000,000.00
0.00
03444RAB4
3044 MTN
Andrew W Mellon Foundation
0.947
10/04/2024
870,000.00
0.00
03444RAB4
3067 MTN
Andrew W Mellon Foundation
0.947
10/18/2024
1,000,000.00
0.00
037833DP2
3068 MTN
Apple, Inc.
2.200
10/18/2024
1,000,000.00
0.00
91412NBH2
3080 MTN
University of Chicago
4.947
10/25/2024
1,500,000.00
0.00
91412NBH2
3085 MTN
University of Chicago
4.947
10/28/2024
1,500,000.00
0.00
Subtotal
and Balance
29,030,000.00
6,870,000.00
0.00
Run Date: 11/03/2024-1253
Item 13: Staff Report Pg. 3
41,762,000.00
35,900,000.00
Portfolio CPA
AP
BA (PRF_DA) 7.3.11
Packet Pg. 431 of 435 eportVer. 7.3.11
Docusign Envelope ID: 229BAF03-3E6D-4371-BD39-9AE770539A4E
City of Palo Alto
Activity Report
October 1, 2024 - October 31, 2024
Par Value
Percent Beginning Current Transaction
CUSIP Investment # Issuer of Portfolio Balance Rate Date
Safekeeper: U.S. Bank
Item 13
Attachment A - 2024 10 (October)
Monthly Investment Activity Report
Par Value
Purchases or Redemptions or Ending
Deposits Withdrawals Balance
Federal Agency
Bonds
3133EDWX6
1822
Federal Farm Credit Bank.
2.910
10/07/2024
0.00
500,000.00
3130AUJJ4
2794 Call
Federal Home Loan Bank
5.555
10/28/2024
0.00
1,094,594.59
3130AVYF3
2902 Call
Federal Home Loan Bank
6.000
10/02/2024
0.00
967,741.93
3130AWGR5
3036
Federal Home Loan Bank
4.375
10/01/2024
1,000,000.00
0.00
3133EMZF2
3037
Federal Farm Credit Bank .
1.910
10/01/2024
1,330,000.00
0.00
3133ERVD0
3040 Call
Federal Farm Credit Bank .
5.100
10/02/2024
1,000,000.00
0.00
3133EPGG4
3041
Federal Farm Credit Bank .
4.000
10/03/2024
824,000.00
0.00
3133EPDZ5
3045
Federal Farm Credit Bank .
4.000
10/04/2024
1,000,000.00
0.00
3130B0X87
3046
Federal Home Loan Bank
4.750
10/07/2024
1,000,000.00
0.00
3130B32V4
3048 Call
Federal Home Loan Bank
4.250
10/08/2024
1,500,000.00
0.00
31330B3AN3
3051 Call
Federal Home Loan Bank
5.500
10/25/2024
1,000,000.00
0.00
3135GAWG2
3056 Call
Federal National Mortgage Asso
5.100
10/17/2024
1,500,000.00
0.00
3133ENVE7
3057
Federal Farm Credit Bank .
3.400
10/11/2024
1,000,000.00
0.00
3130AWV23
3058
Federal Home Loan Bank
4.500
10/11/2024
1,000,000.00
0.00
3130B0X87
3063
Federal Home Loan Bank
4.750
10/17/2024
1,000,000.00
0.00
3130B0X87
3077
Federal Home Loan Bank
4.750
10/24/2024
1,000,000.00
0.00
3130B3D75
3086 Call
Federal Home Loan Bank
5.000
10/28/2024
2,000,000.00
0.00
Subtotal and Balance
Treasury Securities (Notes)
Subtotal and Balance
178,830,336.52
4,500,000.00
16,154,000.00 2,562,336.52 192,422,000.00
Municipal Bonds
8827237N3
2311 MUN
State of Texas
2.899
10/01/2024
0.00
250,000.00
373384RW8
2332 MUN
State of Georgia
3.820
10/01/2024
0.00
1,000,000.00
5447122K7
2641 MUN
Los Angeles Cnty Met Tran Auth
5.130
10/30/2024
0.00
1,000,000.00
544290JH3
2681 MUN
Los Altos Elementary Sch Distr
1.000
10/01/2024
0.00
500,000.00
30421VBQ1
3049 MUN
City of Fairfield
4.750
10/08/2024
1,000,000.00
0.00
30421 VBQ1
3050 MUN
City of Fairfield
4.750
10/08/2024
995,000.00
0.00
79772ECR8
3053 MUN
San Francisco Cmnty Facs Dist
4.038
10/10/2024
1,150,000.00
0.00
21969AAG7
3054 MUN
City of Corona
1.863
10/10/2024
1,000,000.00
0.00
79772EBF5
3066 MUN
San Francisco Cmnty Facs Dist
3.500
10/18/2024
500,000.00
0.00
76913CBD0
3074 MUN
County of Riverside Pen Oblg
3.120
10/24/2024
255,000.00
0.00
17131 RAZ9
3075 MUN
City of Chula Vista
1.828
10/24/2024
500,000.00
0.00
801546SS2
3076 MUN
County of Santa Clara
4.800
10/24/2024
500,000.00
0.00
373384PD2
3084 MUN
State of Georgia
5.114
10/25/2024
1,500,000.00
0.00
Subtotal and Balance 235,908,741.43
7,400,000.00
2,750,000.00
Run Date: 11/03/2024-1253
Item 13: Staff Report Pg. 4
4,500,000.00
240,558,741.43
Page 2
Portfolio CPA
AP
BA (PRF_DA) 7.3.11
Packet Pg. 432 of 435 eportVer. 7.3.11
Docusign Envelope ID: 229BAF03-3E6D-4371-BD39-9AE770539A4E
Percent
CUSIP Investment # Issuer of Portfolio
Safekeeper: U.S. Bank
City of Palo Alto
Activity Report
October 1, 2024 - October 31, 2024
Par Value
Beginning Current Transaction
Balance Rate Date
Item 13
Attachment A - 2024 10 (October) Page 3
Monthly Investment Activity Report
Par Value
Purchases or Redemptions or Ending
Deposits Withdrawals Balance
Supranationals
(World Bank) Bonds
459058LN1
3055 IBRD Intl Bk Recon & Development
3.875
10/16/2024
1,000,000.00
0.00
459058LN1
3064 IBRD Intl Bk Recon & Development
3.875
10/18/2024
1,500,000.00
0.00
45906M5K3
3065 IBRD Intl Bk Recon & Development
4.750
10/18/2024
1,500,000.00
0.00
45906M4E8
3070 IBRD Intl Bk Recon & Development
4.500
10/22/2024
1,750,000.00
0.00
45906M5A5
3071 IBRD Intl Bk Recon & Development
5.500
10/23/2024
1,500,000.00
0.00
45950KDH0
3072 IFC International Finance Corp.
4.250
10/23/2024
1,000,000.00
0.00
45818WFZ4
3073 IADB Inter -American Dev. Bank
3.600
10/23/2024
1,000,000.00
0.00
45950KDH0
3078 IFC International Finance Corp.
4.250
10/24/2024
1,000,000.00
0.00
45818WFZ4
3079 IADB Inter -American Dev. Bank
3.600
10/24/2024
1,000,000.00
0.00
Subtotal and Balance 49,000,000.00
11,250,000.00
0.00 60,250,000.00
Safekeeper Subtotal 92.395% 539,534,077.95
44,159,000.00
8,300,336.52 575,392,741.43
Safekeeper: Not applicable - Cash/Managed Pool Accounts
LAIF & Fidelity Cash Accounts
SYS158 158 Fidelity Investments 4.810 3,546,154.54 0.00
SYS159 159 Local Agency Investment Fund 4.480 16,721,857.37 29,000,000.00
Subtotal and Balance 56,092,463.35 20,268,011.91 29,000,000.00 47,360,475.26
Safekeeper Subtotal 7.605% 56,092,463.35 20,268,011.91 29,000,000.00 47,360,475.26
Total 100.000% 595,626,541.30
Run Date: 11/03/2024-1253
Item 13: Staff Report Pg. 5
64,427,011.91 37,300,336.52 622,753,216.69
Portfolio CPA
AP
BA (PRF_DA) 7.3.11
Packet Pg. 433 of 435 eportVer. 7.3.11
Certificate Of Completion
Envelope Id: 229BAF033E6D4371BD399AE770539A4E
Subject: Complete with Docusign: 2024 10 (October) Monthly Investment Activity Report.pdf
Source Envelope:
Document Pages: 4 Signatures: 3
Certificate Pages: 2 Initials: 0
AutoNav: Enabled
Envelopeld Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
Record Tracking
Status: Original
11/3/2024 10:04:50 AM
Security Appliance Status: Connected
Storage Appliance Status: Connected
Signer Events
Tarun Narayan
tarun.narayan@cityofpaloalto.org
Manager of Treasury, Debt & Investment
City of Palo Alto
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Christine Paras
Christine.Paras@CityofPaloAlto.org
Asst. Director Administrative Services
City of Palo Alto
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Lauren Lai
lauren.lai@cityofpaloalto.org
Director Administrative Services/CFO
COPA
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
In Person Signer Events
Editor Delivery Events
Agent Delivery Events
Intermediary Delivery Events
Certified Delivery Events
Holder: Tarun Narayan
tarun.narayan@cityofpaloalto.org
Pool: StateLocal
Pool: City of Palo Alto
Signature
CDocuSigned by
119CA000B9DF4D1...
Signature Adoption: Pre -selected Style
Using IP Address: 199.33.32.254
ED ... Sig"ed by:
563B497C4A904B9...
Signature Adoption: Uploaded Signature Image
Using IP Address: 174.160.134.173
CDocuSigned by:
E5C20284 BC
Signature Adoption: Drawn on Device
Using IP Address: 199.33.32.254
Signature
Status
Status
Status
Status
Item 13
Attachment A - 2024 10
(October) Monthly GUSTgn
Investment Activity
Status: Co Report
Envelope Originator:
Tarun Narayan
250 Hamilton Ave
Palo Alto , CA 94301
tarun.narayan@cityofpaloalto.org
IP Address: 199.33.32.254
Location: DocuSign
Location: DocuSign
Timestamp
Sent: 11 /3/2024 10:07:49 AM
Viewed: 11/3/2024 10:08:00 AM
Signed: 11/3/2024 10:08:08 AM
Sent: 11 /3/2024 10:08:09 AM
Viewed: 11/4/2024 11:51:29 AM
Signed: 11/4/2024 11:51:40 AM
Sent: 11 /4/2024 11:51:42 AM
Viewed: 11/4/2024 12:20:12 PM
Signed: 11/4/2024 12:26:33 PM
Timestamp
Timestamp
Timestamp
Timestamp
Timestamp
Item 13: Staff Report Pg. 6
Packet Pg. 434 of 435
Item 13
Attachment A -
Carbon Copy Events Status Timest Monthly
Richard Claeys Sent: 11/
Richard.Claeys@CityofPaloAlto.org
COPIED L
Investment Activity
City of Palo Alto Report
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Alyssa Ching COPIED Sent: 11/4/2024 12:26:35 PM
Alyssa.Ching@CityofPaloAlto.org
Administrative Assistant
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Josh Martinez COPIED Sent: 11/4/2024 12:26:36 PM
josh.martinez@cityofpaloalto.org
Administrative Associate III
City of Palo Alto
Security Level: Email, Account Authentication
(None)
Electronic Record and Signature Disclosure:
Not Offered via DocuSign
Witness Events
Signature
Timestamp
Notary Events
Signature
Timestamp
Envelope Summary Events
Status
Timestamps
Envelope Sent
Hashed/Encrypted
11/3/2024 10:07:49 AM
Certified Delivered
Security Checked
11/4/2024 12:20:12 PM
Signing Complete
Security Checked
11/4/2024 12:26:33 PM
Completed
Security Checked
11/4/2024 12:26:36 PM
Payment Events
Status
Timestamps
Item 13: Staff Report Pg. 7 Packet Pg. 435 of 435