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HomeMy WebLinkAbout2026-03-10 Policy & Services Committee Agenda PacketPOLICY AND SERVICES COMMITTEE Regular Meeting Tuesday, March 10, 2026 Council Chambers & Hybrid 6:00 PM Amended Agenda Amended Agenda Items Appear Below in RED   Policy and Services Committee meetings will be held as “hybrid” meetings with the option to attend by teleconference/video conference or in person. Information on how the public may observe and participate in the meeting is located at the end of the agenda. The meeting will be broadcast on Cable TV Channel 26, live on YouTube https://www.youtube.com/c/cityofpaloalto, and streamed to Midpen Media Center https://midpenmedia.org. VIRTUAL PARTICIPATION CLICK HERE TO JOIN (https://cityofpaloalto.zoom.us/j/94618744621) Meeting ID: 946 1874 4621 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@PaloAlto.gov 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. Multiple individuals who wish to speak on the same item may designate a spokesperson. Spokespersons must be representing five or more verified individuals who are present either in person or via zoom. Spokespeople will be allowed up to 10 minutes, at the discretion of the presiding officer. Speaking time may be reduced if the presiding officer reduces the speaking time for individual speakers. PowerPoints, videos, or other media to be presented during public comment are accepted only by email to city.clerk@paloalto.gov at least 24 hours prior to the meeting. Once received, the Clerk will have them shared at public comment for the specified item. To uphold strong cybersecurity management practices, USB’s or other physical electronic storage devices are not accepted. Signs and symbolic materials less than 2 feet by 3 feet are permitted provided that: (1) sticks, posts, poles or similar/other types of handle objects are strictly prohibited; (2) the items do not create a facility, fire, or safety hazard; and (3) persons with such items remain seated when displaying them and must not raise the items above shoulder level, obstruct the view or passage of other attendees, or otherwise disturb the business of the meeting.    1 March 10, 2026 Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection at www.paloalto.gov/agendas. CALL TO ORDER   PUBLIC COMMENT Members of the public may speak in-person ONLY to any item NOT on the agenda. 1-3 minutes depending on number of speakers. Public Comment is limited to 30 minutes. Additional public comments, if any, will be heard at the end of the agenda.   ACTION ITEMS   1.Nonprofit Partnership Workplan: Follow-up Recommendation on Winter Lodge Tennis lease extension and Status of Phase I Grant Funding Process. CEQA Status: Not a Project. 2.Consider Policy Options to Encourage Multi-Family Development in Mixed-Use Districts (2023-2031 Housing Element Program 3.9(A)) and Potential Recommendation for City Council on Next Steps. CEQA Status: The Addendum to the Comprehensive Plan Environmental Impact Report (EIR), approved by the City Council on April 15, 2024, analyzed potential environmental impacts of the 6th Cycle Housing Element including Program 3.9(A). 3.Discussion of the Rental Registry Program First Year Report and Rent Stabilization Analysis, Including Recommendations to the City Council to Not Expand the Rental Registry Program to Properties with Two or Fewer Units and to Defer Further Consideration of a Possible Rent Stabilization Ordinance. CEQA: Exempt pursuant to CEQA Guidelines Section 15061(b)(3). AA1.Recommend Approval of New Task Order 4.42 - Flock Safety Assessment for Inclusion in the City Auditor's FY 2026 Audit Plan and Amend FY 2026 Task Order budgets to Support this New Task Order with a Net Zero Financial Impact; CEQA – Not a project New Item Added FUTURE MEETINGS AND AGENDAS Members of the public may not speak to the item(s)   ADJOURNMENT      2 March 10, 2026 Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection at www.paloalto.gov/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@PaloAlto.gov. 2.For in person public comments please complete a speaker request card located on the table at the entrance to the Council Chambers and deliver it to the Clerk prior to discussion of the item. 3.Spoken public comments for agendized items using a computer or smart phone will be accepted through the teleconference meeting. To address the Council, click on the link below to access a Zoom-based meeting. Please read the following instructions carefully. ◦You may download the Zoom client or connect to the meeting in- browser. If using your browser, make sure you are using a current, up-to-date browser: Chrome 30 , Firefox 27 , Microsoft Edge 12 , Safari 7 . Certain functionality may be disabled in older browsers including Internet Explorer. Or download the Zoom application onto your smart phone from the Apple App Store or Google Play Store and enter in the Meeting ID below. ◦You may be asked to enter an email address and name. We request that you identify yourself by name as this will be visible online and will be used to notify you that it is your turn to speak. ◦When you wish to speak on an Agenda Item, click on “raise hand.” The Clerk will activate and unmute speakers in turn. Speakers will be notified shortly before they are called to speak. ◦When called, please limit your remarks to the time limit allotted. A timer will be shown on the computer to help keep track of your comments. 4.Spoken public comments for agendized items using a phone use the telephone number listed below. When you wish to speak on an agenda item hit *9 on your phone so we know that you wish to speak. You will be asked to provide your first and last name before addressing the Council. You will be advised how long you have to speak. When called please limit your remarks to the agenda item and time limit allotted. CLICK HERE TO JOIN Meeting ID: 946-1874-4621 Phone: 1-669-900-6833 Americans with Disability Act (ADA) It is the policy of the City of Palo Alto to offer its public programs, services and meetings in a manner that is readily accessible to all. Persons with disabilities who require materials in an appropriate alternative format or who require auxiliary aids to access City meetings, programs, or services may contact the City’s ADA Coordinator at (650) 329-2550 (voice) or by emailing ada@PaloAlto.gov. Requests for assistance or accommodations must be submitted at least 24 hours in advance of the meeting, program, or service.  3 March 10, 2026 Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection at www.paloalto.gov/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 $500 from a party or participant, including their agents, to the proceeding within the last 12 months. A “license, permit, or other entitlement for use” includes most land use and planning approvals and the approval of contracts that are not subject to lowest responsible bid procedures and have a value over $50,000. A “party” is a person who files an application for, or is the subject of, a proceeding involving a license, permit, or other entitlement for use. A “participant” is a person who actively supports or opposes a particular decision in a proceeding involving a license, permit, or other entitlement for use, and has a financial interest in the decision. The Levine Act incorporates the definition of “financial interest” in the Political Reform Act, which encompasses interests in business entities, real property, sources of income, sources of gifts, and personal finances that may be affected by the Council’s actions. If you qualify as a “party” or “participant” to a proceeding, and you have made a campaign contribution to a Council Member exceeding $500 made within the last 12 months, you must disclose the campaign contribution before making your comments.  4 March 10, 2026 Materials related to an item on this agenda submitted to the Board after distribution of the agenda packet are available for public inspection at www.paloalto.gov/agendas. Policy & Services Committee Staff Report From: City Manager Report Type: ACTION ITEMS Lead Department: City Manager Meeting Date: March 10, 2026 Report #:2601-5854 TITLE Nonprofit Partnership Workplan: Follow-up Recommendation on Winter Lodge Tennis lease extension and Status of Phase I Grant Funding Process. CEQA Status: Not a Project. RECOMMENDATION Staff recommends the Policy & Services Committee: (1) continue discussion of Nonprofit Workplan Phase II (Long-Term Leases framework) and recommend Council extend the Winter Lodge tennis lease, (2) Receive a status update on Nonprofit Workplan Phase I grant funding process refinement next steps. EXECUTIVE SUMMARY This item continues Policy & Services Committee discussion of the Nonprofit Partnership Workplan (NPW) Phase II, long-term lease framework, and consideration of a lease extension for Winter Lodge tennis courts. Phase II focuses on establishing policy criteria for evaluating long-term nonprofit leases, emphasizing public benefit, financial transparency, partnership sustainability, and Council priorities, in alignment with 2022 City Auditor’s recommendations. Building on prior discussion of leases for Gamble Garden, Winter Lodge, and the Palo Alto Lawn Bowls Club, the Committee previously supported moving forward with extending the Gamble Garden’s lease and directed staff to return with additional information regarding public access and pricing structures for Winter Lodge and Lawn Bowls to better define community benefit. This report provides additional analysis and recommendations for the Winter Lodge tennis lease. The report also provides a status update on NPW Phase I, which established a structured process for evaluating nonprofit funding requests outside existing programs. While the FY 2026 pilot successfully funded 17 organizations and addressed prior concerns about ad hoc funding decisions, the Committee identified the need to clarify Phase I’s purpose and its relationship to the Human Services Resource Allocation Program (HSRAP) before relaunch for FY 2027. Staff Item 1 Item 1 Staff Report        Item 1: Staff Report Pg. 1  Packet Pg. 5 of 100  will return to Council with refined policy options and an updated implementation timeline for further direction. BACKGROUND NPW Phase I Funding Requests Nonprofit Lease Agreements Nonprofit Multi-year Service Agreements Comprehensive review of all grant programs including Human Services Resource Allocation Process (HSRAP) and Community Development Block Grants (CDBG) 1, the Policy & Services Committee discussed NPW Phase II, beginning with upcoming lease extensions with Gamble Garden, Winter Lodge, and the Palo Alto Lawn Bowls Club. The report outlined a framework for considering nonprofit leases based on public benefit, financial relationship and partnership sustainability, consistent with the guiding principles and recommendations in the 2022 City Auditor’s report on Nonprofit Management. The intent was not to evaluate lease term details but rather establish a framework by which long-term lease partnerships are evaluated and aligned with existing real estate policy. The three nonprofit leases were used as leading examples as their leases will soon expire, though all have holdover clauses to continue on a month-to-month basis. 1 November 19, 2025 Policy & Services Committee Meeting: https://cityofpaloalto.primegov.com/meetings/ItemWithTemplateType?id=9499&meetingTemplateType=2&comp iledMeetingDocumentId=17629 Item 1 Item 1 Staff Report        Item 1: Staff Report Pg. 2  Packet Pg. 6 of 100  Additionally, the Policy & Services Committee discussed NPW Phase I refinements at its January 14, 2026 meeting3. The overall sentiment was that the process produced positive outcomes by funding 17 nonprofit organizations, four of which were new partnerships to provide services to the Palo Alto community. The pilot was intentionally iterative but revealed structural and policy issues, which require refining prior to resuming in FY 2027. Staff presented a set of process improvements informed by stakeholder feedback for the Committee to consider. The Committee suggested several administrative improvements but also expressed the need to clarify and refine Phase I’s policy purpose. This report serves as a status update on recommended next steps for Committee review and Council consideration. ANALYSIS 3 January 14, 2026 Policy & Services Committee Meeting: https://cityofpaloalto.primegov.com/meetings/ItemWithTemplateType?id=10664&meetingTemplateType=2&com piledMeetingDocumentId=18259 Item 1 Item 1 Staff Report        Item 1: Staff Report Pg. 3  Packet Pg. 7 of 100  Using Guiding Principles and the 2022 Audit on Nonprofit Management, the framework looks at various dimensions which communicate the value of the long-term resource: Public Benefit of the Partnership- The development and operation of facilities on City-owned property should advance public use and provide a tangible community benefit. When evaluating partnerships, the City should consider the organization’s capacity to construct (if applicable), operate, and maintain the proposed facilities and services throughout the term of the agreement. Guiding Principles: Service Alignment- Programs should align with City Council priorities and community needs, ensuring that services provided by nonprofit partners directly benefit the public. Impact-oriented Focus- Partnerships should prioritize unmet community needs and include clear, measurable outcomes for accountability. Audit Recommendations: The actual benefit to the City should serve as a basis for reduction of rent amount when lease agreements are renewed. Financial Relationship- The financial structure of each partnership should consider both monetary and non-monetary contributions to ensure fairness and transparency. Guiding Principles: Fairness and Equity: Financial allocations must prioritize accessibility and inclusivity, particularly for underserved populations. Encourages transparency and consistency in resource allocation processes. Audit Recommendations: Lease agreements with significantly reduced rent amounts should include performance and reporting requirements for services being provided on the premises. High-risk agreements should include a project manager for overseeing performance. Stability of the Partnership- Long-term nonprofit relationships help preserve community resources while providing stability for both the City and its partners. Multi-year service and lease agreements promote predictability, support program continuity, and protect public resources. When considering lease terms, quantitative measures such as rent, appraised value and cost saving could be considered but should be balanced by the opportunity cost of the public benefit provided. Item 1 Item 1 Staff Report        Item 1: Staff Report Pg. 4  Packet Pg. 8 of 100  coterminous with the Winter Lodge skating lease, consistent with the City’s real estate lease policy and present to Council for approval. 5 The separate leases are a result of property expansion and development of tennis courts, and contract award through a competitive process. Winter Lodge seeks to make the tennis lease coterminous with the existing skating site lease, as stated in its original lease (CMR 221.95).6 The tennis courts are fully maintained by Winter Lodge and are operated by the Kim Grant Tennis Academy, serving youth and adults of all abilities with a policy of no player is ever turned away. While Winter Lodge does not pay rent for use of the property, they fully maintain and operate the rink and courts at no cost to the City. 5 2009 Winter Lodge Tennis Lease: https://www.paloalto.gov//files/assets/public/v/1/city- manager/misc/la/winter-lodge-tennis-agreement.pdf 6 1995 Winter Lodge Tennis Lease, Section IV, PDF page 53: https://www.paloalto.gov//files/assets/public/v/1/city-manager/misc/la/winter-lodge-amendment-no.-4- 0221.095-tennis-lease.pdf Item 1 Item 1 Staff Report        Item 1: Staff Report Pg. 5  Packet Pg. 9 of 100  Activity Winter Lodge- one rate for all City of Palo Alto- Resident Rates Delta Open Court Use First come-first- served reservation- $40/hr First come-first- served, no reservation allowed- at no cost Both first-come-first- served basis $40/hr cost for WL courts Youth Group Lessons $37-$70 (varies by instructor) $28-$42 (depending on level) 24%-40% higher at Winter Lodge Adult Group Lessons $37-$70 (varies by instructor) $28-$42 (depending on level) 24%-40% higher at Winter Lodge Private Lessons $100-$200 (varies by instructor) $100-$125 (varies by instructor) 0-60% higher at Winter Lodge Winter Lodge charges the same rates for Palo Alto residents and non-residents. The City could request that Winter Lodge adopt separate rates for residents and non-residents. However, this would likely result in the current all-purpose rate becoming the resident rate and the non- resident rate being slightly higher, rather than the resident rate being lower than the current all-purpose rate. While the table shows a price comparison for tennis lessons, it should also be noted that the City significantly subsidizes its recreation programs at a rate that Winter Lodge would not be able to meet in order to stay operationally self-sufficient. Winter Lodge will be undergoing a significant capital expense of resurfacing the courts prior to its summer season for an estimated cost of $90,000. Staff seeks the Policy & Services direction on the potential policy updates to the nonprofit long-term lease framework to ensure optimal public benefit and pricing to Palo Alto residents. Nonprofit Partnership Phase I Improvements The Nonprofit Partnership Workplan Phase I process was developed to establish a structured framework for Council to evaluate nonprofit budget requests that fall outside of existing City funding processes. Phase I was not intended to function as a new grant program. At its January 14, 2026 meeting, the Committee acknowledged that the process addressed prior concerns regarding inconsistent, one-time funding decisions; however, members indicated that refinements are needed prior to relaunch in FY 2027. Staff presented a series of proposed improvements, including clarifying application eligibility requirements, establishing funding priorities, defining nonprofit service categories, enhancing application design and nonprofit engagement, and clarifying roles between the Finance Committee and the Policy and Services Committee. The Committee provided feedback across several of these areas but concentrated its discussion on two structural elements requiring further refinement: (1) clarifying the purpose of Phase I, Item 1 Item 1 Staff Report        Item 1: Staff Report Pg. 6  Packet Pg. 10 of 100  and (2) defining Phase I’s relationship to the Human Services Resource Allocation Program (HSRAP). FISCAL/RESOURCE IMPACT STAKEHOLDER ENGAGEMENT ENVIRONMENTAL REVIEW ATTACHMENTS APPROVED BY: Item 1 Item 1 Staff Report        Item 1: Staff Report Pg. 7  Packet Pg. 11 of 100  No. Nonprofit Organization Name Current Contract Start  DATE  Contract End Date Total Contract Amount FY26 Contract Amount Anticipated FY27 Amount Responsible  Department Purpose HSRAP CDBG Phase I Service  Contract 1 AbilityPath 7/1/2025 6/30/2027 $145,245 $67,556 $69,583 Community Services /Human Services HSRAP ‐ Disability services.  Provides  advocacy, inclusion, and  independence for people with  develo mental disabilities and their  X 2 Ada's Cafe 7/1/2025 6/30/2027 $122,550 $57,000 $58,710 Community Services /Human Services HSRAP ‐ Employment opportunities  for adults with developmental X 3 Ada's Cafe 7/1/2025 6/30/2026 $10,000 $10,000 $0 City Manager Nonprofit Phase I grant recipient for  community events x 4 Adolescent Counseling Services 7/1/2025 6/30/2027 $97,019 $45,125 $46,479 Community Services /Human Services HSRAP ‐ Services to lesbian, gay,  bisexual, transgender, queer and X 5 Alta Housing 7/1/2025 6/30/2027 $94,338 $43,878 $45,194 Community Services /Human Services HSRAP ‐ Various program for low‐ income youth and seniors X 6 Alta Housing (formerly Palo Alto Housing  Corp)5/19/2023 6/30/2025 $356,556 $178,278 $225,300 Planning Administration of the Below Market  Rate program. 7 Avenidas 7/1/2025 6/30/2030 $3,186,528 $598,972 $616,941 Community Services /Human Services Senior programs (formerly part of  HSRAP)X 8 Canopy 10/6/2025 10/6/2028 $1,236,366 $400,000 $412,000 Public Works Urban forestry professional services,  outreach, and education x 9 CASSY (Counseling and Support Services  for Youth)7/1/2025 6/30/2027 $51,093 $23,764 $24,477 Community Services /Human Services HSRAP ‐ Outreach services for school‐ based mental health counseling for  students in the communit . X 10 Children's Health Council 7/1/2025 6/30/2027 $21,102 $9,815 $10,109 Community Services /Human Services HSRAP ‐Provide transportation to  access in‐person therapy, basic food  needs, and clinician recommended  therapy supplies for families with  children a es 5‐22 with Medi‐Cal X 11 Children's Health Council 7/1/2025 6/30/2026 $10,000 $10,000 $0 City Manager Nonprofit Phase I grant recipient for  youth mental health services x 12 Environmental Volunteers 7/1/2025 6/30/2026 $10,780 $10,780 $10,780 Community Services Ambassador Program at Foothills  Nature Preserve x x 13 Grassroots Ecology 3/14/2024 3/14/2027 90,000 $30,000 $30,000 Public Works Irrigation, maintenance, and reporting x 14 Grassroots Ecology 7/1/2024 6/30/2029 612,027 $115,475 $125,719 Community Services Habitat Restoration at Pearson  Arastradero Preserve x 15 Grassroots Ecology 10/1/2023 9/30/2028 529,459 $102,329 $101,493 Community Services Habitat restoration at Foothills   Nature Preserve & Adobe Creek x 16 Heart & Home Collaborative 7/1/2025 6/30/2027 $121,653 $56,583 $58,280 Community Services /Human Services HSRAP ‐ Winter shelter for women  experiencing homelessness X 17 Heart & Home Collaborative 1/1/2024 5/30/2024 $50,000 $23,500 $25,000 Community Services /Human Services Shelter staffing for the Overnight  Warming Location (OWL)X 18 JED Foundation 10/1/2025 9/30/2027 $149,000 $87,850 $61,150 City Manager Youth mental health services including  postvention support, youth x 19 JobTrain 7/1/2025 6/30/2026 $45,000 $45,000 $0 City Manager Nonprofit Phase I grant recipient for  workforce development  x 20 Kara 7/1/2025 6/30/2027 $61,275 $28,500 $29,355 Community Services /Human Services HSRAP ‐ Grief support X 21 Karat School Project 7/1/2025 6/30/2027 $75,637 $35,180 $36,235 Community Services /Human Services HSRAP ‐ outreach to connect families  living in RVs to essential  services.X 22 Karat School Project 7/1/2025 6/30/2026 $20,000 $20,000 $0 City Manager Nonprofit Phase I grant recipient for  improved engagement and x 23 La Comida 7/1/2025 6/30/2027 $126,635 $58,900 $60,667 Community Services /Human Services HSRAP ‐ Nutrition program for  persons 60 years of age or older.X 24 LifeMoves 7/1/2025 6/30/2027 $101,237 $47,087 $48,500 Community Services /Human Services HSRAP ‐ Food services for homeless  and very low‐income Palo Alto X Nonprofit Service Agreements of $10K or More, as of FY 2026 Funding Source ATTACHMENT A Item 1Attachment A - FY 26Nonprofit ServiceAgreements       Item 1: Staff Report Pg. 8  Packet Pg. 12 of 100  No. Nonprofit Organization Name Current Contract Start  DATE  Contract End Date Total Contract Amount FY26 Contract Amount Anticipated FY27 Amount Responsible  Department Purpose HSRAP CDBG Phase I Service  Contract Nonprofit Service Agreements of $10K or More, as of FY 2026 Funding Source 25 LifeMoves 7/1/2023 6/30/2027 $972,377 $251,301 $261,076 Community Services /Human Services Staff for the Homeless Outreach Team  (HOT). HOT goes out into the  communit  to connect unhoused  X 26 LifeMoves 7/1/2025 6/30/2026 $39,155 $39,155 $39,000 Planning &  Development  Services/CDBG Opportunity Services Center. Provide  comprehensive, one‐stop, multi‐ service day drop‐in center for critical  homeless services x 27 LifeMoves 7/1/2025 6/30/2026 $48,366 $48,366 $0 City Manager Nonprofit Phase I grant recipient for  meals and food resources for  individuals experiencing homelessness x 28 Loaves and Fishes Family Kitchen 7/1/2025 6/30/2027 $51,063 $23,750 $24,463 Community  Services/Human  Services HSRAP ‐ Meals on Wheels; fully‐ prepared meals delivered to  vulnerable seniors X 29 Magical Bridge Foundataion 7/1/2025 6/30/2026 $150,000 $150,000 $150,000 Community Serivces Nonprofit Phase I grant recipient for  adaptive programming for people of  all abilities.x 30 MidPen Media Center 3/31/2026 3/31/2029 $800,000 $160,000 $180,000 Administrative Services Cablecasting, production and  streaming services x 31 Momentum for Health 7/1/2025 6/30/2026 $15,000 $15,000 $0 City Manager Nonprofit Phase I grant recipient for  cold season protection and hygiene  kits to individuals experiencing  homelessness x 32 Neighbors Abroad 9/30/2019 12/31/2021 $30,000 $30,000 $45,000 City Manager Neighbors Abroad provides  administrative support to help with x 33 Neighbors Abroad 7/1/2025 6/30/2026 $17,500 $17,500 $0 City Manager Nonprofit Phase I grant recipient for  expanded hosting services x 34 Palo Alto Chamber of Commerce 6/20/2024 6/30/2026 $95,000 $50,000 TBD*City Manager 3rdThursday Support & Economic  Recovery Support to Businesses x 35 Palo Alto Community Child Care 7/1/2025 6/30/2030 $3,228,146 $606,794 $624,998 Community Services /Human Services Management of City's childcare  subsidy program (formerly part of  HSRAP) X 36 Palo Alto Historical Association (PAHA) 7/1/2025 6/30/2028 $157,500 $51,000 $52,500 Library Management of the City’s archives  and facilitate public access to  information and materials relating to  Ci hi x 37 Palo Alto Recreation Foundation TBD 12/31/2026 $40,000 $40,000 $0 City Manager Monthly activations, previously known  as Third Thursday, from April 2026 to  September 2026 on California Ave to  su ort business vibranc x 38 Palo Alto Transportation Management  Association 7/1/2023 6/30/2026 Based on annual budget  submitted $242,000 $400,000 Transportation Serving as Transportation  Management Association for Palo Alto x 39 Parents and Advocates of Remarkable  Children and Adults (PARCA)7/1/2025 6/30/2027 $58,211 $27,075 $27,887 Community Services /Human Services HSRAP ‐ On‐site support services for  developmentally disabled adults living  in a residential pro ram X 40 Pathwise (formally DreamCatchers) 7/1/2025 6/30/2027 $122,243 $56,857 $58,563 Community Services /Human Services HSRAP ‐ Tutoring for low income  middle school students X 41 Pathwise (formally DreamCatchers) 7/1/2025 6/60/2026 $15,000 $15,000 $0 City Manager Nonprofit Phase I grant recipient for  tutor training and mentorship and  parent en a ement x 42 Peninsula Healthcare Connection 7/1/2023 6/30/2025 $268,521 $120,711 $128,530 Community Services /Human Services HSRAP ‐ Provide basic needs through  community‐based services that target  the immediate health needs of hard  X 43 Peninsula Healthcare Connection 7/1/2025 6/30/2026 $20,000 $20,000 $0 City Manager Nonprofit Phase I grant recipient for  access to trauma‐informed healthcare  for mar inalized po ulations includin   x ATTACHMENT A Item 1Attachment A - FY 26Nonprofit ServiceAgreements       Item 1: Staff Report Pg. 9  Packet Pg. 13 of 100  No. Nonprofit Organization Name Current Contract Start  DATE  Contract End Date Total Contract Amount FY26 Contract Amount Anticipated FY27 Amount Responsible  Department Purpose HSRAP CDBG Phase I Service  Contract Nonprofit Service Agreements of $10K or More, as of FY 2026 Funding Source 44 Pets In Need 4/1/2024 3/31/2029 7,373,516 $1,370,000 $1,411,100 Community Services Operating and Management  Agreement to operate the Animal  Shelter x 45 Project Safety Net 9/1/2020 6/30/2025 $521,604 $100,000 $100,000 Community Services Resource provider for youth and teen  mental health x 46 Project Sentinel 7/1/2024 6/30/2027 $240,859 $81,561 $84,008 Community Services /Human Services Landlord‐Tenant Mediation Program  (formerly part of HSRAP)X 47 Project Sentinel 7/1/2025 6/30/2026 $22,005 $22,005 $20,000 Planning &  Development  Fair Housing Services. Provide fair  housing services including complaint x 48 Ravenswood Family Health Center  (MayView Clinic)7/1/2025 6/30/2027 $145,527 $67,687 $69,718 Community Services /Human Services HSRAP ‐ Health services for low  income, uninsured Palo Alto residents X 49 Rebuilding Together Peninsula 7/1/2025 6/30/2026 $73,585 $73,585 $73,000 Planning &  Development  Services/CDBG Create safe and healthy homes in Palo  Alto allowing the most vulnerable  homeowners, es eciall  lower income  x 50 Senior Adults League Assistance (SALA) 7/1/2025 6/30/2027 $49,020 $22,800 $23,484 Community  Services/Human  Services HSRAP ‐ Legal Assistance to Elders X 51 Silicon Valley Independent Living Center 7/1/2025 6/30/2026 $20,067 $20,067 $20,000 Planning &  Development  Services/CDBG Housing and Emergency Services.  Assist low‐income individuals and  families in search for affordable,  accessible housing x 52 Theatre Partner Agreements (West Bay  Opera, Palo Alto Players, TheatreWorks)1/1/2025 6/30/2027 $50,000 $50,000 $55,000 Community Services Facility agreements for use of Lucie  Stern Theatre and payment of ticket  surcharge to City ($4/ticket sold) x 53 UNAFF 7/1/2025 6/30/2026 $45,000 $45,000 $0 City Manager Nonprofit Phase I grant recipient for  film festival focused on human rights  and year‐round screenin s and panels x 54 Vista Center for the Blind or Visually  Impaired 7/1/2023 6/30/2025 $127,523 $59,313 $61,092 Community  Services/Human  Services HSRAP ‐ Empowers individuals who  are blind or visually impared to  embrace life through evaluation,  councelin  education and trainin X 55 YMCA of Silicon Valley 7/1/2025 6/30/2027 $36,765 $17,100 $17,613 Community  Services/Human  Services HSRAP ‐ Senior fitness programming  and financial assistance for senior  membershi s X 56 Youth Community Services 7/1/2025 6/30/2027 $91,913 $42,750 $44,033 Community  Services/Human  Services HSRAP ‐ Youth well‐being and  leadership program services through  communit  service pro ects X 57 Youth Community Services (Youth  Connectedness Initiative) 7/1/2025 6/30/2026 $50,000 $50,000 $50,000 Community Services /Human Services Funding for the Youth Connectedness  Initiative x TOTAL $22,298,966 $6,091,949 $6,117,036 *TBD Pending FY26 Reconciliation ATTACHMENT A Item 1Attachment A - FY 26Nonprofit ServiceAgreements       Item 1: Staff Report Pg. 10  Packet Pg. 14 of 100  ATTACHMENT B DRAFT FY 2027 Phase I Revised Timeline Date Activity Hearing Body March 23 Council approval of P&S Phase I purpose and improvements City Council March- early April Phase I website updated: application timeline and requirements posted April 14 Nonprofit information session on FY27 Phase I updates and requirements April 13- May 1 Application period open (3 weeks) April 21 Nonprofit workshop on application goals and budget May 4-8 Application intake May 5-6 FY27 Phase I target budget set Finance Committee May 14 Application Review and Recommendations HRC May Special Meeting Applicant Interviews Policy & Services Committee June 9 FY27 Phase I award recommendations Policy & Services Committee June 15 FY27 Phase I awards approved City Council Item 1 Attachment B - Draft FY 2027 Phase I Revised Timeline        Item 1: Staff Report Pg. 11  Packet Pg. 15 of 100  Policy & Services Committee Staff Report From: City Manager Report Type: ACTION ITEMS Lead Department: Planning and Development Services Meeting Date: March 10, 2026 Report #:2512-5614 TITLE Consider Policy Options to Encourage Multi-Family Development in Mixed-Use Districts (2023- 2031 Housing Element Program 3.9(A)) and Potential Recommendation for City Council on Next Steps. CEQA Status: The Addendum to the Comprehensive Plan Environmental Impact Report (EIR), approved by the City Council on April 15, 2024, analyzed potential environmental impacts of the 6th Cycle Housing Element including Program 3.9(A). RECOMMENDATION Staff recommends that the Policy & Services Committee discuss policy options and recommend which, if any, incentives to refine and elevate for City Council consideration. EXECUTIVE SUMMARY This report summarizes a variety of approaches the City might use in order to make the development of new multi-family residential more desirable in certain areas of the City where both commercial and residential development are allowed, consistent with Housing Element Program 3.9(A) and 2025 Council Priority No. 52. This report also provides options which are less likely to spur residential benefits, but which could result in additional benefits to the City when commercial projects are authorized. The City is seeking to make progress towards permitting the 6,086 dwelling units assigned to the City as part of the Sixth Cycle Housing Element Regional Housing Needs Assessment (RHNA), as well as respond to its jobs/housing imbalance, in part by incentivizing residential and mixed- use development projects where appropriate. At the time of this report, the City has permitted 635 new units, and the 2023-2031 Housing Element identifies a ratio of 3.19 jobs to employed residents within the City. The most recent available data, from 2023, shows a ratio of 4.18 jobs to housing units, significantly higher than the 1.5 regional average. In many areas, including sites near transit, economic pressures and the current regulatory framework result in an imbalance in favor of office and research commercial development. The report commissioned by the City (refer to Attachment A) concludes that there are limited policy Item 2 Item 2 Staff Report        Item 2: Staff Report Pg. 1  Packet Pg. 16 of 100  tools available to the City to influence the relative feasibility of office development in locations where it currently outperforms residential development. These are: Fees. Increases to development impact fees (e.g., commercial linkage fee) could raise the cost of office development and narrow the gap between office and residential development potential. Taxes. A construction tax is a one-time tax levied on new construction, typically based on square footage or project value, which local governments may impose on specific development types. A high construction tax could add to office development project costs. A tax on office development would require voter approval. Building Standards. Elevated building standards for office development, including enhanced sustainability performance, higher energy requirements, labor requirements or other obligations that increase construction cost, could marginally decrease office feasibility. Land Use Regulation. The City could change zoning regulations or otherwise further restrict office development allowances. These changes could be limited to areas of the City where the office market is strongest, such as Downtown, California Ave or the Research Park. BACKGROUND Item 2 Item 2 Staff Report        Item 2: Staff Report Pg. 2  Packet Pg. 17 of 100  to a strong preference by developers to pursue office uses, which are frequently seen as more profitable. Prior to the Sixth Cycle, the City adopted a Housing Incentive Program (HIP) to increase allowed housing density and relax standards (expanded in 2025), and also instituted an Office/R&D Development Cap as tools working in unison to incentivize housing. However, the 2023-2301 Housing Element identified that additional regulatory may be needed. ANALYSIS Market fundamentals strongly favor office development in core locations. Office development outperforms multi-family housing (rental units even more so than for-sale units) in the locations where Palo Alto achieves its highest office values, particularly Downtown and segments of California Avenue. Achievable office rents in these areas support land values that exceed rental housing values by a wide margin. This performance gap reflects underlying market conditions rather than policy choices. Modest policy interventions that add cost to office development are unlikely to change these outcomes because office uses are significantly more valuable. Existing zoning limits office development potential. Although office typically outperforms housing in terms of value per square foot, office uses are already meaningfully constrained through density (i.e., Floor Area Ratio) limits. Across the four study sites, allowable office density is far lower than allowable residential density. In some cases, office development capacity is half of residential capacity and in one case it is approximately one quarter. These project size constraints already significantly reduce office-supported land value and are a disincentive for office development. Cost-based City disincentives would need to be significant to change highest-and-best use outcomes in desirable office locations. For the two test sites where office is more desirable than housing, reducing the appeal of office development by adding cost would require very large levies. To make housing preferable, one site would require Item 2 Item 2 Staff Report        Item 2: Staff Report Pg. 3  Packet Pg. 18 of 100  approximately double its current commercial linkage fee burden, while another would require that fees increase by nearly an order of magnitude (1,000%). These magnitudes are well beyond typical policy adjustments and indicate that fee-based tools alone likely cannot equalize office and residential feasibility in some Palo Alto locations. 4.Low-density for-sale residential prototypes perform relatively well under current market conditions. For-sale housing is highly competitive with office outside Palo Alto’s best office locations. The study finds that townhome format residential development is preferrable to office development at two sites, where for-sale pricing supports stronger residual values1 than office. Townhomes are the highest and best uses at these sites without additional incentives, reflecting strong demand for lower density ownership housing. This finding suggests that lower density for-sale housing can stimulate redevelopment, particularly in locations where office is less prevalent. 5.Rental housing faces feasibility challenges in today’s market. Rental residential prototypes underperform both office and for-sale housing across the study sites. While the City is seeing a number of for-rent residential and mixed-use residential applications, particularly projects utilizing State Density Bonus Law or the City’s Housing Incentive Program in corridors such as San Antonio Road and El Camino Real, these projects often rely on regulatory incentives and increased density to move forward. High construction costs, on-site inclusionary housing requirements in the Housing Focus Area, and tepid regional rent growth all contribute to lower residual land values. Even in the best locations, rental housing feasibility lags office by a substantial margin and trails for- sale housing as well. This suggests that current development activity is largely incentive- driven rather than market-driven, and that additional incentive tools are likely needed to achieve meaningful production of new multifamily rental units in the near term. 6.Redevelopment incentives in Palo Alto should reflect the notable differences in development feasibility findings across the City’s distinct submarkets. In the best office locations, market conditions favor office so strongly that strict limitations on office development would likely be needed to prioritize housing development. Meanwhile, in less desirable office locations, lower-density for-sale housing, particularly townhomes, appear to be the most effective land use to catalyze redevelopment. The study also finds that rental housing will require additional support to compete with higher-value alternatives. Based on the findings summarized above, the following sections explore the four primary policy tools available to the City which could influence the relative feasibility of office development in locations where it currently outperforms residential development. Staff is seeking the Committee’s feedback on these tools to inform the next steps for implementing Housing Element Program 3.9(A). 1 Estimated completed project value minus the total development cost. Item 2 Item 2 Staff Report        Item 2: Staff Report Pg. 4  Packet Pg. 19 of 100  Potential Policy Tool 1: Fees The City could choose to increase development impact fees (e.g., commercial linkage fee), which are paid by commercial development projects and are used to mitigate the impacts of an increase in housing demand from employee households that require below-market-rate housing. Revenues from linkage fees are deposited into a housing trust fund for the construction of affordable housing within the City. Under the California Mitigation Fee Act (Gov. Code §§ 66000-66025), all development impact fees are required to be based on projected impacts of the development. In addition, most cities choose to adopt fees lower than they are able to based on impacts in order to make desired projects more feasible. In 2015, Strategic Economics and Vernazza Wolfe Associates completed a nexus study for the City which established maximum commercial linkage fees for office/R&D ($264/square feet) and hotel ($177/square feet) uses. The City adopted a commercial linkage fee of $39.70 following the nexus study, and increased the fee to $68.50 in 2021. The current fee is still considerably below the level established by the nexus study. The City is currently working with a consultant team from Keyser Marston & Associates to develop a new non-residential affordable housing nexus study. This study will summarize the methodology, analysis and maximum legally supportable affordable housing impact fees for the following non-residential land uses: retail, office, industrial, warehouse, lodging and research and development. Council is expected to review the draft study no later than September 2026 and to adopt any updated impact fees by January 2027. It is unclear whether an increased non-residential affordable housing impact fee alone would be enough to persuade developers to pursue residential developments, but it could in some cases close the gap in land value between project types, as well as generating additional revenue to the City for affordable housing developments at other sites. The City may also consider adopting different non-residential affordable housing impact fees for different areas in the City as long as none of the fees exceed the maximum legally supportable amount determined by the nexus study. Higher fees could be used to dissuade nonresidential development in certain parts of the city. A high construction tax represents a potential approach to increase office development project costs, making alternative uses more competitive. Like development fee increases, a tax increase could in some cases close the gap in land value between project types, as well as generating additional revenue to the City for affordable housing developments at other sites. No nexus study is required for a tax increase, however, a tax on office development would need to be voter approved. Item 2 Item 2 Staff Report        Item 2: Staff Report Pg. 5  Packet Pg. 20 of 100  Potential Policy Tool 3: Building Standards Elevated building standards for office development, including enhanced sustainability performance, higher energy requirements, labor requirements or other obligations that increase construction cost could marginally decrease office feasibility. Such standards could include requiring that commercial development projects obtain LEED Platinum certification and Energy Star certifications; institute travel demand management plans to ensure no or a low number of new trips; hire skilled/trained labor for construction; provide increased community benefit obligations; or others. As mentioned above, it is unclear whether such requirements alone would incentivize residential development over commercial development, but at a minimum they would procure community benefits including advancement to the City’s sustainability goals and creation of higher wage jobs. The City could change zoning or otherwise further restrict office development allowances beyond the already limited floor area ratios and square footage caps in place, including removing office as an allowed use entirely. Land use regulation could be targeted for districts of the City where the office market is strongest, such as Downtown, California Avenue, El Camino Real corridor, and the Stanford Research Park. This is likely to have limited impacts, as the City already heavily restricts new office development both on a per-site basis and through the City’s overall office cap (both total office space and net new office space per year). Eliminating office as an allowed use could also have the unintended effect of disincentivizing redevelopment as property owners could seek to retain a high-value non-conforming use. While none of these options alone appear to be sufficient to swing the economic advantage away from commercial development towards residential development, a combination of these options could have some impact, and at the very least provide some advancement towards ancillary City goals. It should be noted, however, that outside of the key office corridors, some types of multi-family residential projects are already preferrable to office development (refer to Attachment A), therefore whichever policy the City follows should be carefully crafted not to disincentivize residential projects, which may rely on commercial development to make projects feasible. Moreover, disincentivizing commercial office does not necessarily translate into increased housing production. Some property owners may hold on to existing assets until there is a more favorable development environment. Receiving this report has no fiscal or resource impacts. This project was funded by a task order not to exceed $114,993 in consulting fees (for both Program 3.9(A) and Program 3.9(B)) as well as staff time. As of January 21, 2025, $73,848 of that task order had been spent. The creation of alternatives for City Council approval (based on this Policy & Services Committee’s Item 2 Item 2 Staff Report        Item 2: Staff Report Pg. 6  Packet Pg. 21 of 100  recommendations) is within scope of the original contract and will not incur additional consultant fees beyond what has previously been allocated. However, any additional study would likely require new funding. Adoption of some of these policies could result in changes to revenue, such as increases to the City’s affordable housing funds, depending on the mechanisms and policies that City Council ultimately chooses to pursue. STAKEHOLDER ENGAGEMENT ENVIRONMENTAL REVIEW ATTACHMENTS APPROVED BY: Item 2 Item 2 Staff Report        Item 2: Staff Report Pg. 7  Packet Pg. 22 of 100  Memorandum To: , Lexington Planning lsch, and Kaavya Chhatrapati; -Use Development; 241108 12, 2026 The City of Palo Alto retained Economic and Planning Systems (EPS) to evaluate the financial feasibility of real estate development prototypes across four distinct districts within the city. The City is considering how zoning, development standards, and policy tools influence the relative economics of office and residential development, particularly in geographies that may be candidates for reinvestment over the long term. This memorandum describes a planning-level feasibility assessment of conceptual development project programs prepared by the Lexington Planning consultant team (Lexington Planning, Raimi + Associates, and EPS) and applies revenue and cost assumptions to understand the economic conditions under which redevelopment is likely to occur. The purpose of the analysis is to clarify how current market forces and regulatory frameworks shape redevelopment potential, and to provide a fact-based foundation for discussions about potential policy options for the City to consider. Palo Alto contains submarkets with significantly different real estate values, development capacity, parcel characteristics, and access to transit and amenities. These differences produce distinct feasibility outcomes, and the City is seeking to understand which prototypical developments are most viable in each setting, whether there are structural barriers to desired development patterns, and how policy adjustments may affect feasibility. This memorandum evaluates scenarios that reflect realistic development projects under existing zoning. The analysis focuses on the land uses that are most likely to drive redevelopment: office, rental housing, and for-sale housing. Retail and cultural uses are not evaluated as standalone prototypes. These uses may be accommodated on ground floors or integrated into larger projects, but they do not materially shape the core feasibility questions addressed here. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 8  Packet Pg. 23 of 100  Page 2 The results of this study are intended to inform several policy conversations. First, the City is exploring how to encourage housing production in areas where office demand has historically been strong. Second, the City is evaluating whether fee adjustments or zoning changes can meaningfully shift development outcomes. Third, the City aims to understand how redevelopment potential varies across submarkets so that planning and land use strategies can be tailored to the conditions present in each district rather than applied uniformly. The analysis uses a stabilized year pro forma framework that compares the value of a completed project at full occupancy with the full cost of development. This method does not attempt to predict timing, absorption, or the probability that any specific parcel will redevelop. Instead, it identifies the conditions under which redevelopment becomes financially viable and highlights the relative strength of office and residential prototypes under current market conditions. The analysis incorporates sensitivity testing to evaluate how changes in rent, fees, land cost, and parking format influence feasibility. This provides a broad view of how market and policy factors interact and which levers have meaningful influence on outcomes. Key Findings 1. Market fundamentals strongly favor office development in core locations. Office development outperforms rental housing in the locations where Palo Alto achieves its highest office values, particularly Downtown and segments of California Avenue. Achievable office rents in these areas support land values that exceed rental housing values by a wide margin. This performance gap reflects underlying market conditions rather than policy choices. Modest policy interventions that add cost to office development are unlikely to change these outcomes because office uses are significantly more valuable. 2. Existing zoning limits office development potential. Although office typically outperforms housing in terms of value per square foot, office uses are already meaningfully constrained through density (i.e., Floor Area Ratio) limits. Across the four study sites, allowable office density is far lower than allowable residential density. In some cases, office development capacity is half of residential capacity and in one case it is approximately one quarter. These project size constraints significantly reduce office-supported land value and are a disincentive for office development. 3. Cost-based City disincentives would need to be significant to change highest-and-best use outcomes in desirable office locations. For two sites tested where office is more desirable than housing, reducing the appeal of office development by adding cost would require very large levies. To make housing preferable, one site would require approximately double its current commercial linkage fee burden, while another would require that fees increase by nearly an order of magnitude (1,000%). These magnitudes are well beyond typical policy Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 9  Packet Pg. 24 of 100  Economic & Planning Systems, Inc. Page 3 adjustments and indicate that fee-based tools alone likely cannot equalize office and residential feasibility in some Palo Alto locations. 4. Low-density for-sale residential prototypes perform relatively well under current market conditions. In fact, for-sale housing is highly competitive with office outside Palo Alto’s best office locations. The study finds that townhome format residential development is preferrable to office development at two sites, where for-sale pricing supports stronger residual values than office. Townhomes are the highest and best uses at these sites without additional incentives, reflecting strong demand for lower density ownership housing. This finding suggests that lower density for-sale housing can stimulate redevelopment, particularly in locations where office is less prevalent. 5. Rental housing faces feasibility challenges in today’s market. Rental residential prototypes underperform both office and for-sale housing across the study sites. While the City is seeing a number of for-rent residential and mixed-use residential applications, particularly projects utilizing State Density Bonus Law or the City’s Housing Incentive Program in corridors such as San Antonio Road and El Camino Real, these projects often rely on regulatory incentives and increased density to move forward. High construction costs, on-site inclusionary housing requirements in the Housing Focus Area, and tepid regional rent growth all contribute to lower residual land values. Even in the best locations, rental housing feasibility lags office by a substantial margin and trails for-sale housing as well. This suggests that current development activity is largely incentive-driven rather than market-driven, and that additional incentive tools are likely needed to achieve meaningful production of new multifamily rental units in the near term. 6. Redevelopment incentives in Palo Alto should reflect the notable differences in development feasibility findings across the city’s distinct submarkets. In the best office locations, market conditions favor office so strongly that strict limitations on office development would likely be needed to prioritize housing development. Meanwhile, in less desirable office locations, lower-density for-sale housing, particularly townhomes, appear to be the most effective land use to catalyze redevelopment. The study also finds that rental housing will require additional support to compete with higher-value alternatives. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 10  Packet Pg. 25 of 100  Page 4 Development Sites and Submarket Context The feasibility analysis evaluates redevelopment potential across four sites selected to capture the range of market conditions present in Palo Alto. Figure 1 illustrates that the studied locations span transit-served mixed-use districts, commercial corridors, and lower-intensity suburban environments. Table 1 summarizes the submarket context for each site, illustrating how development economics vary across the city’s major employment and housing submarkets. Site 1 - Mayfield (Test Site: 123 Sherman Avenue) Mayfield sits immediately adjacent to the California Avenue Caltrain Station and benefits from a walkable environment with access to neighborhood retail, transit, and proximity to Stanford Research Park. The area functions as a transitional zone between established residential neighborhoods and a major employment district. Office market performance in Mayfield falls between the premium conditions observed Downtown and those seen in Research Park. Site 2 - Research Park (Test Site: 901 South California Avenue) Research Park is characterized by a stable daytime population, a strong concentration of professional services tenants, and, at this site, proximity to an established neighborhood shopping street with high foot traffic (California Avenue). Residential demand is robust in this area due to its transit accessibility, centralized location, and proximity to Stanford. This submarket represents a balanced environment where both residential and office uses may be financially viable depending on site characteristics and zoning. Site 3 - Downtown (Test Site: 901 High Street) Downtown Palo Alto represents the city’s most valuable commercial district. Premium office rents, strong retail foot traffic, a dense mix of uses, and direct Caltrain access create exceptional market value. This location consistently attracts tenants with high willingness to pay, supporting land values far above those of other Palo Alto submarkets. Residential demand is also strong downtown, but housing values are relatively less than those generated by the office market, and limited opportunities for larger buildings contribute to the challenge of building residential projects. Site 4 - Bayshore (Test Site: 2850 West Bayshore Road) The Bayshore functions as a lower density district of Palo Alto with good automobile access, limited walkability, and materially lower rent levels than other Palo Alto submarkets. For-sale housing performs well here, although overall development feasibility remains highly sensitive to cost. The test site provides an office market counterpoint to the premium conditions seen downtown and illustrates how office development potential is limited outside of well-amenitized office clusters. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 11  Packet Pg. 26 of 100  Economic & Planning Systems, Inc. Page 5 Figure 1 – Mapping Development Test Sites Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 12  Packet Pg. 27 of 100  Page 6 Table 1 – Submarket Summary Office Market Geography and Value Patterns Office values in Palo Alto are highly location-specific and follow a recognizable spatial hierarchy. As illustrated in Figure 2, higher office rents and sale prices are concentrated along a series of linear commercial corridors, including University Avenue, El Camino Real, California Avenue, and Page Mill Road. These corridors align with transit access, walkable amenities, and concentrations of professional services tenants. They represent locations where firms demonstrate the highest willingness to pay for visibility, proximity to peers, and regional accessibility. The highest value areas occur where these corridors overlap, forming premium office zones near the Downtown Caltrain Station and the California Avenue commercial district, consistent with the sales data shown in Table 2. Properties within these commercial nodes regularly achieve sale prices exceeding $1,600 per square foot. Meanwhile, values fall sharply even a few blocks outside these boundaries, reflecting the importance of access, amenities, walkability, and tenant clustering in the Palo Alto market. This corridor-based value geography helps inform and explain the financial feasibility results of this analysis. Office development exhibits strong performance Downtown and near California Avenue because these locations achieve substantial market premiums that offset density limitations and high construction costs. Outside these zones, office development feasibility is significantly weaker, as is found at the Bayshore site. In those Site #Address Submarket Context and Key Characteristics Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 13  Packet Pg. 28 of 100  Economic & Planning Systems, Inc. Page 7 areas, this analysis finds that achievable rents do not justify new Class A office construction even under favorable cost assumptions. The spatial market dynamics observed in Palo Alto directly affect land values. Office development potential aligns closely with the corridor zones. These higher value locations support office development even at constrained densities, while lower value office locations are more competitive for residential, though rental housing appears largely infeasible under current market conditions and development policies. Figure 2 - Office Market Premium Corridors Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 14  Packet Pg. 29 of 100  Page 8 Table 2 - Office Sale Prices in Palo Alto Site #Address Sale Price Per Square Foot1 Sale Year1 1 206 California Ave $812 2024 2 3401 El Camino Real $1,600 2024 3 540 University Ave $828 2024 5 250 University Ave $1,969 2025 6 490 California Ave $516 2025 7 3950 Fabian Way $572 2025 8 1870 Embarcadero Rd $202 2025 9 3176 Porter Dr $578 2024 10 2882 Sand Hill Rd $1,632 2024 [1] CoStar Group Data; Sales Post 2024 Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 15  Packet Pg. 30 of 100  Economic & Planning Systems, Inc. Page 9 Prototype Development Approach Raimi + Associates (R+A) prepared zoning-compliant development prototypes for each study test site to establish realistic site yield estimates for feasibility testing. As summarized in Table 3 and Table 4, the study approach relied on a detailed review of allowable floor area, height limits, open space requirements, and parking ratios across the relevant zoning districts. The resulting real estate development “prototypes” reflect the scale, massing, and construction types that a developer could realistically pursue under current City regulations. For residential prototypes, R+A developed a range of building forms appropriate to each submarket, including ownership townhomes, mid-rise multifamily projects with parking podiums, and for-sale condominiums. Table 3 presents the residential program developed for each test site. The development programs incorporate typical dwelling unit characteristics, efficiency assumptions, amenity programs, and parking configurations consistent with development norms for the area and the differences between rental and ownership formats. For the office development prototypes, R+A designed low- and mid-rise Type I buildings that match Palo Alto’s limited density allowances. Table 4 outlines the office programs studied, which range from one to three stories depending on zoning. Parking layouts vary by site and include structured parking, integrated garages, and limited surface spaces consistent with site geometry and standards. Construction Types Used in the Prototypes The study’s real estate development prototypes rely on two primary construction types most likely to be feasible for residential and office development in Palo Alto. Type V residential construction is wood frame construction used for townhomes, which follow a lighter structural system and remain within the height and scale typically permitted in neighborhood contexts. Type V construction is also common for the upper stories of rental apartment buildings. In these multifamily prototypes, the residential floors are constructed with wood framing that sits above a concrete parking podium. This configuration is common in midrise residential development because it allows the project to achieve additional stories, with required parking housed in a durable podium level while keeping the upper stories in a more cost- efficient wood frame system. Type I construction is concrete or steel structural construction that provides the strength, fire rating, and structural spans needed for podium levels and for office buildings. In the residential prototypes, Type I construction forms the concrete parking podiums and any associated ground floor spaces that require higher load Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 16  Packet Pg. 31 of 100  Page 10 capacity or enhanced fire separation. In the office prototypes, Type I construction is used for the full building structure, which ranges from one to three stories depending on the zoning requirements for each site. This construction type supports larger open floor plates, greater floor to floor heights, and higher occupancy standards than can be accommodated in wood frame structures. The financial feasibility analysis relies on the R+A development programs to establish quantitative inputs to the pro forma model. Key analytical inputs informed by the R+A work include gross and net square footage, unit counts, parking supply, and construction typology. EPS prepared associated revenues and operating costs assumptions. Table 5 provides a consolidated summary of these prototype development programs across the four sites. The prototypes form the foundation for the feasibility testing and sensitivity analysis. Prototypes generally reflect baseline zoning conditions with the exception of the Downtown Scenario, which assumes waivers for FAR and height. These waivers did not materially alter relative feasibility outcomes. The analysis provides a consistent framework for comparing office and residential performance across sites with distinct land use patterns and market conditions. Table 3 - Residential Prototype Programs and Construction Types by Site Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 17  Packet Pg. 32 of 100  Economic & Planning Systems, Inc. Page 11 Table 4 - Office Prototype Programs and Construction Types by Site Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 18  Packet Pg. 33 of 100  Page 12 Table 5 - Summary of Prototype Development Programs by Site Analytical Approach This analysis applies a stabilized-year pro forma framework to estimate the land value that each prototype can support. The method compares the value of a completed project at stabilization (i.e., full occupancy) with total development cost, expressed in constant 2025 dollars. Stabilized value is derived from assumptions about market-supportable rents or sale prices, operating costs, and capitalization rates. This approach provides an initial indication of feasibility and not to model absorption, phasing, or other time-based cash flows. For each prototype, the analysis calculates a residual land value by subtracting total development cost from the estimated value. The resulting “residual land value” represents the price a project could theoretically pay for land acquisition while still meeting required investment returns. Feasibility is evaluated by comparing the residual land values of office and residential prototypes on the same site, which allows for a direct assessment of which use is more competitive (i.e., “highest and best use”) under current market and cost conditions. Site Site Area (Acres) Prototype Type GSF FAR Units Parking Spaces Parking Ratio Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 19  Packet Pg. 34 of 100  Economic & Planning Systems, Inc. Page 13 The analysis tests the residential and office prototypes prepared by R+A for each of the four study sites. Feasibility outcomes reflect assumptions about building size, efficiency, construction type, revenue performance, and parking configuration. Sensitivity tests on rent, fees, density, and parking formats provide additional insight into how market and policy factors influence the relative competitiveness of office and residential development Summary of Key Terms • Market Value – The estimated sale price of a real estate asset under current market conditions, assuming a willing buyer and seller. • Per-NSF Rent and Sale Price Assumptions – Rental rates and sale prices expressed on a per-net-square-foot basis, informed by market data from CoStar, Redfin, Zillow, and comparable high-quality new construction in Palo Alto. • NSF (Net Square Feet) – Interior usable space within a building, excluding common areas, walls, and building service spaces. • Hard Costs – Direct construction costs, including site work, labor, materials, and contractor overhead. • Soft Costs – Indirect development costs such as architecture, engineering, permits, legal fees, financing costs, and other professional services. • Other Costs – Costs not captured in hard or soft costs, including contingency and development cost provisions for unforeseen conditions. • Net Operating Income (NOI) – Annual operating revenue minus operating expenses, excluding debt service, depreciation, and income taxes. • Cap Rate (Capitalization Rate) – The investor’s required stabilized annual return, calculated as net operating income divided by project value. • Development Spread / Yield on Cost Premium – The additional return, expressed in basis points, required to compensate for construction, entitlement, and lease-up risk above the stabilized cap rate. • ROC (Return on Cost) – An unlevered return metric comparing stabilized net operating income to total development cost, commonly used to evaluate development feasibility. • Residual Land Value (RLV) – The difference between capitalized project revenue and total development cost, representing the estimated value available to support land acquisition given the assumed program and financial inputs. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 20  Packet Pg. 35 of 100  Page 14 Key Assumptions Revenue Assumptions Revenue assumptions establish the valuation of each prototype and are central to calculating residual land value. The categories below describe the key components of revenue, including market rents and sale prices, capitalization rates, and investment return expectations. Market Rents and Sale Prices Market rents and sale pricing reflect current achievable levels for newly delivered products in each submarket. The assumptions utilized in this analysis are summarized in Table 6. Rental housing value is calculated using net square-foot monthly rents derived from the observed performance of high-quality Class A buildings based on data from CoStar. Among the test sites, Downtown achieves the highest apartment rents, owing to its walkability, concentration of services, and immediate access to the University Avenue Caltrain station. Rent in the Research Park and Mayfield remain strong but do not reach Downtown levels. In contrast, Bayshore supports more moderate rents, reflecting its relative distance from transit, services, and other neighborhood amenities. For ownership housing, revenues are based on sale prices per net square foot for attached residences built with Type V construction, based on data from Redfin, Zillow, CoStar, and other sources. Townhomes in the Research Park and Bayshore benefit from substantial demand among households seeking ownership opportunities in Palo Alto—one of the region’s most supply-constrained for-sale housing markets. Prices reflect both the strong purchasing power of local households and scarcity of new for-sale home inventory in the city. While townhome prototypes are financially viable under current assumptions, recent zoning amendments have increasingly sought to encourage higher-density forms of ownership housing, such as through raising minimum density requirements and increasing allowable heights and maximum densities. Office rents are based on triple net (NNN) lease structures in which taxes, insurance, and maintenance are paid by the tenant. The strongest office market rents are seen in Downtown. Capitalization Rates Capitalization rates (“cap rates”) are a market factor that inform the relationship between a building’s net operating income and property value. This relationship between property income and value is central to feasibility calculations for income-generating commercial Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 21  Packet Pg. 36 of 100  Economic & Planning Systems, Inc. Page 15 properties. Rental housing and office pro formas use cap rates that reflect current investor expectations and the risk profile of each product type to estimate market value. Rental housing analysis assumes a 4.0% cap rate, which is consistent with the long-term stability of multifamily assets in supply constrained cities such as Palo Alto. Multifamily has historically exhibited relatively low volatility due to consistently high demand and the predictability of the income streams. Office analysis assumes a 5.5% cap rate to reflect the greater volatility of the office market and the higher perceived risk associated with tenant rollover (a higher cap rate indicates a greater level of risk), leasing downtime, and changing workplace patterns. Office income is more sensitive to macroeconomic cycles, company expansions and contractions, and location-specific desirability. As a result, investors require a higher yield relative to multifamily. Yield Premiums for New Development The spread between market cap rates for built and stabilized buildings and the developer’s required return yield represents the investment premium necessary to justify the risk associated with new development. This premium compensates the developer for taking on construction risk, entitlement risk, lease-up uncertainty, and broader market fluctuations. In this analysis, both office and rental housing require a single percentage point spread above the market cap rate to justify new development. This means that in a market where stabilized apartment buildings exhibit a 4.0 percent cap rate, developers need to achieve a 5.0 percent yield on cost for the project to be attractive. The same logic applies to office, where the required development yield is 6.5 percent. These investment return thresholds reflect the minimum profitability necessary to attract capital. Return on Cost Expectations for Ownership Housing Unlike rental housing and office, cap rates are not utilized in estimating potential values of for-sale housing. Market value is established through review of market transactions. Residual land values are then estimated by comparing sales revenue with development cost, including a return on cost factor. Townhome prototypes in this analysis require a 15 percent unlevered return on development cost. This threshold is consistent with typical expectations for attached ownership product in high cost, high entitlement complexity jurisdictions. It accounts for construction risk, sales absorption risk, and the absence of recurring income. The 15 percent requirement reflects a typical investment threshold for ownership housing in the Bay Area. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 22  Packet Pg. 37 of 100  Page 16 Table 6 – Revenue Assumption Summary Cost Assumptions Real estate development cost assumptions include hard costs (i.e., direct construction costs), soft costs, and other project costs such as developer return requirements. Construction cost assumptions draw on published Bay Area cost benchmarks, including from Marshall and Swift, as well as EPS experience on comparable development projects. These costs vary by construction type, scale, and prototype. Hard Costs Hard costs include site work and vertical building construction expenses. For residential prototypes, these costs also include required furniture, fixtures, and equipment. Construction types differ across prototypes, ranging from Type V townhomes at lower cost levels to Type I podium and Type I office structures with substantially higher per- square-foot costs. Parking format is a major factor influencing overall construction costs. Podium and subterranean parking involve significantly higher per-space costs than integrated Type V garages or surface parking. Table 7 summarizes cost assumptions for each site. Site Use Avg Unit Size or Office NSF Revenue Assumption Yield / Return Assumption Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 23  Packet Pg. 38 of 100  Economic & Planning Systems, Inc. Page 17 Soft Costs Soft costs include design, engineering, entitlement, and administrative costs, as well as estimates for taxes, insurance, and financing. Permit and fee estimates incorporate the City of Palo Alto’s current development impact fees, including the affordable housing impact fee. City staff derived fee estimates based on the R+A development programs using the City’s current fee schedule. The analysis assumes that required below-market-rate units are delivered on-site in both rental and ownership prototypes. Other Project Costs Other project costs include a development contingency allowance that applies to total hard and soft costs, along with the required developer returns. For income-generating uses such as office and rental housing, returns are modeled as a stabilized yield on cost. For ownership housing, the return requirement is modeled as a one-time return on cost at time of sale, reflecting the absence of ongoing operating income. These return expectations reflect typical investor requirements in Bay Area markets. Table 7 – Cost Assumptions Summary Site Use Construction Type Direct Construction Cost1 Parking Format Parking Cost Assumption Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 24  Packet Pg. 39 of 100  Page 18 Developer Interviews EPS conducted interviews in November with several development firms active or recently active in Palo Alto, including Sand Hill Property Company (November 11), Sobrato (November 5), and Sares Regis Group (November 13). These discussions were intended to validate the assumptions used in the financial analysis, understand current market conditions from practitioners operating in the city, and gather insight into how developers interpret redevelopment potential under existing zoning and market constraints. Across all interviews, firms stated that the key findings of the financial analysis reasonably reflect current conditions in the Palo Alto market. They noted that revenue assumptions for office, rental housing, and ownership housing align with pricing observed in recent projects, and that construction cost assumptions are generally consistent with recent bids and contracts. The only meaningful point of divergence is related to for-sale townhomes. Multiple firms indicated that townhome sale prices assumed in the analysis may be conservative relative to actual market potential. To maintain a cautious approach appropriate for long-range planning, the analysis retains conservative sale pricing. However, the sensitivity testing discussed below illustrates the effect of stronger pricing on feasibility outcomes. Firms also offered perspective on the policy implications of the feasibility scenarios. In general, interviewees emphasized that Palo Alto’s premier office locations, particularly Downtown, California Avenue, and Research Park, command exceptional rents and maintain strong tenant demand despite limited density allowances. They noted that these districts are prestige office markets with deep regional appeal, which means that the inherent value of office in these locations is not easily diminished through straightforward disincentives such as increased fees, taxes, or regulatory burdens. In their view, efforts to suppress office demand directly are unlikely to shift development patterns in a meaningful way. Interviewees broadly indicated that policies that improve the feasibility of housing would likely be more effective at shifting development outcomes toward housing over other uses. They highlighted several suggestions to make residential projects more competitive relative to office, including lower density allowances that better match demand and construction economics, more predictable entitlement pathways, and adjustments to parking requirements. A notable refrain was the desire for streamlined entitlements and lower minimum density requirements for housing, specifically to allow townhome development. Interviewees also observed that the relative competitiveness of office on the highest-value sites reflects structural market conditions, rather than analytical assumptions. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 25  Packet Pg. 40 of 100  Economic & Planning Systems, Inc. Page 19 Feasibility Findings The feasibility results for the four study test sites show clear patterns in how office, rental housing, and for-sale housing perform under current market conditions and zoning requirements. Test fits represent current zoning, including allowed density increases through the City’s Housing Incentive Program and State Density Bonus Law. Outcomes vary across submarkets, but the key drivers are consistent: achievable rent and sale prices, construction costs, and zoning. The findings below summarize how each prototype performs relative to these factors. Table 8 shows estimated residual land value per acre for office and residential prototypes across the four test sites. Note that the Site 1 scenarios are mixed-use prototypes that include a ground-floor retail component. The residential and office RLV/acre values shown in Table 8 are derived based on the sum of the component pro formas (e.g., residential RLV + retail RLV), translated to a per-acre basis. See proformas in Appendix A for detailed calculations for each use component. Office Development Office results in a positive land value in all four locations and remains the highest and best use in the more desirable commercial locations, Downtown and in Mayfield. Downtown, monthly achievable rents approach $8.50 per net square foot, producing a residual land value of nearly $13.1 million per acre, the highest in the study. Office also outperforms residential at the Mayfield site, with supportable residual land value estimated at $3.6 million per acre. At these sites, the land value gap between office and residential appears to exceed what cost-based policy interventions typically seek to solve. Multifamily Rental Housing Multifamily rental housing is the most challenged of the tested uses and is marginally viable only in the highest-value locations under current market conditions. At Mayfield, the rental prototype appears infeasible, generating negative residual land value due to modest achievable rents and the cost structure of a mid-rise podium building. Among the locations tested, Downtown is the only area where rental housing generates a positive residual land value; however, at approximately $1.9 million per acre, this outcome would require site acquisition costs well below prevailing market levels to achieve near-term feasibility. Taken together, the results indicate that today’s rent levels, combined with podium construction costs and parking obligations, create a substantial near-term feasibility barrier for rental housing across much of the city. Importantly, these findings represent a snapshot in time rather than a long-term constraint on multifamily development. The City currently has a broader development pipeline of over 3,000 multifamily units proposed or entitled, including projects advancing within the Housing Focus Area along El Camino Real, increased zoning capacity in other areas such as San Antonio Road, Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 26  Packet Pg. 41 of 100  Page 20 developments such as Fabian Way that are proceeding under base zoning rather than through Builder’s Remedy, and projects leveraging state density bonus incentives. With the exception of a small-scale project of approximately eight units, no multifamily developments are currently under construction in the city as of February 12, 2026. This is consistent with cyclical development patterns in which developers prioritize entitlements during weaker market conditions in order to be positioned to deliver housing once capital markets and rental fundamentals improve. For-Sale Townhomes For-sale townhomes are consistently feasible and, in some cases, outcompete office. At Research Park and Bayshore, townhomes generate residual land values of $10.7 million and $11.4 million per acre, respectively. These figures reflect strong demand for townhome development in Palo Alto. Townhomes are the only residential product that outperforms office, indicating that lower-density ownership housing formats can be the highest and best land use in some locations, absent any additional policy intervention. Downtown For-Sale Multifamily The financial analysis also tested a Downtown condominium concept. Findings from this test suggest that a mid-rise for-sale multifamily project could support $8 million or more in residual land value per acre, outperforming the rental prototype on the same site. The finding indicates that a mid-rise condominium product could be viable Downtown, though the office use still appears preferable. Table 8 – Summary of Feasibility Findings SITE HOUSING TYPE RESIDENTIAL RLV/ ACRE OFFICE TYPE OFFICE RLV/ ACRE [1] Site 1 projects include groundfloor retail. RLV values shown here for Site 1 combine RLV outputs from the primary uses (residential or office) with RLV outputs from their respective retail uses, and converts the sums to a per-acre value. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 27  Packet Pg. 42 of 100  Economic & Planning Systems, Inc. Page 21 Sensitivity Analysis Sensitivity analysis evaluates how key inputs to the financial analysis influence the relative feasibility of office and residential development across the four Palo Alto study test sites. The sensitivity analysis considers the impact of market conditions and potential policy options. Consistent with other study results, residual land value determines which land use is more competitive at each site as key inputs are evaluated. In the tables that accompany this section, grey shading indicates that the residual land value for office falls below the residential alternative, meaning residential becomes the highest and best land use at the test site. The shading allows readers to see where shifts in rent or fee levels meaningfully alter development feasibility outcomes. Commercial Linkage Fee Sensitivity A key policy consideration is whether the City of Palo Alto should add to the cost of office development in an effort to disincentivize that use. This might be done through fees, taxes, or other measures. The analysis considers increases to the City’s commercial linkage fee, though any City-controlled mechanism that adds to the cost of office development without adding to the cost of housing development could serve the same purpose. The analysis tested a wide range of commercial linkage fee levels for each office prototype, including values both below and above the current fee of $80 per square foot. The goal is to understand whether fee adjustments could realistically shift feasibility away from office and toward residential development.1 The results show that marginal changes to fees produce only modest movement in feasibility. Office performance in Palo Alto is shaped primarily by achievable rent and the cost efficiency of low- and mid-rise office formats. At two of the study sites, office is already less competitive than residential, so fee changes have no effect. At the remaining sites where office continues to outperform residential, the fee would need to increase to levels well above normal policy practice before office would no longer be the highest and best use. In Mayfield, the fee would need to approximately double. In Downtown, it would need to increase by almost an order of magnitude (1,000%). These levels may not be realistic from a policy perspective and any changes to development impact fees would need to be evaluated for compliance with applicable state and local laws. 1 Note that while the study contemplates changes to the commercial linkage fee, the sensitivity testing examines fee levels that may not be supportable by “nexus” analysis required to substantiate legal impact fees in California. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 28  Packet Pg. 43 of 100  Page 22 Rent Sensitivity The rent sensitivity analysis tested office rents in increments of 25 cents per square foot. These increments reflect realistic movement within Palo Alto’s office submarkets. Rent changes have a strong influence on feasibility because rent directly influences project value. Importantly, the City has no control over private lease rates, yet shifting rent levels determine whether office development remains viable. In high value locations such as the downtown core, even small rent changes produce visible shifts in competitiveness. In lower value areas such as Bayshore, office rents are likely to remain too low for office to outperform residential. These results highlight that development feasibility is primarily market driven and that policy interventions typically only influence outcomes at the margin. Sensitivity Test Results At Site 1, the residual land value for office is $3.57 million per acre compared with a residual land value of residential estimated at negative $0.58 million per acre, indicating that office development is substantially more feasible under current conditions. Table 9 shows how office rents and the commercial linkage fee would need to shift for office feasibility to fall such that residential becomes the highest and best use. If office rents remain at today’s levels, the commercial linkage fee would need to roughly double for office to underperform residential. If the fee remains unchanged, office rents would need to decline by about fifty cents, to roughly $7 per square foot, for residential development to be a competitive option. Table 9 - Site 1 – Mayfield Residual Land Value (in Millions) Sensitivity: Commercial Linkage Fee and Office Market Rent $3.57 $0 $40 $80 $120 $160 $200 $240 $280 $700 $6.75 $3.04 $0.20 ($2.84)($5.46) ($8.30) ($11.13) ($13.97) ($16.80) ($46.57) $7.00 $5.18 $2.34 ($0.70)($3.33) ($6.16) ($9.00) ($11.83) ($14.67) ($44.43) $7.25 $7.32 $4.48 $1.44 ($1.19) ($4.02) ($6.86) ($9.69) ($12.53) ($42.29) $7.50 $9.45 $6.62 $3.57 $0.95 ($1.88) ($4.72) ($7.55) ($10.39) ($40.16) $7.75 $11.59 $8.76 $5.71 $3.09 $0.25 ($2.58) ($5.42) ($8.25) ($38.02) $8.00 $13.73 $10.90 $7.85 $5.23 $2.39 ($0.44) ($3.28) ($6.11) ($35.88) $8.25 $15.87 $13.03 $9.99 $7.36 $4.53 $1.70 ($1.14) ($3.97) ($33.74) $8.50 $18.01 $15.17 $12.13 $9.50 $6.67 $3.83 $1.00 ($1.84) ($31.60) Commercial Linkage Fee/ SF Rent/SF Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 29  Packet Pg. 44 of 100  Economic & Planning Systems, Inc. Page 23 At Site 2, office residual land value is already below residential residual land value. Office is valued at $8.12 million per acre while residential is valued at $10.7 million per acre as shown in Table 10. This outcome reflects the favorable development economics of the townhome prototype, which are more feasible than rental housing in today’s market. It also reflects that Site 2 is not a premium office location and office development density is constrained. Table 10 – Site 2 – Research Park Residual Land Value (in Millions) Sensitivity: Commercial Linkage Fee and Office Market Rent Site 3 is the highest value office project tested by the study. The residual land value for an office project is estimated at $13.3 million per acre, compared with a residential residual land value of $1.86 million per acre, as shown in Table 11. Bringing office land value down to residential rental levels would require nearly a 10-fold increase in fees comparable cost increase achieved through other means. Table 11 – Site 3 – Downtown Residual Land Value (in Millions) Sensitivity: Commercial Linkage Fee and Office Market Rent $8.12 $0 $40 $80 $120 $160 $200 $240 $280 $700 $6.25 $7.45 $6.69 $5.92 $5.15 $4.39 $3.62 $2.86 $2.09 ($5.95) $6.50 $8.19 $7.42 $6.65 $5.89 $5.12 $4.36 $3.59 $2.83 ($5.22) $6.75 $8.92 $8.16 $7.39 $6.62 $5.86 $5.09 $4.33 $3.56 ($4.48) $7.00 $9.66 $8.89 $8.12 $7.36 $6.59 $5.83 $5.06 $4.30 ($3.75) $7.25 $10.39 $9.63 $8.86 $8.09 $7.33 $6.56 $5.80 $5.03 ($3.01) $7.50 $11.13 $10.36 $9.60 $8.83 $8.06 $7.30 $6.53 $5.77 ($2.27) $7.75 $11.86 $11.10 $10.33 $9.56 $8.80 $8.03 $7.27 $6.50 ($1.54) $8.00 $12.60 $11.83 $11.07 $10.30 $9.53 $8.77 $8.00 $7.24 ($0.80) Commercial Linkage Fee/ SF Rent/SF $13.13 $0 $40 $80 $120 $160 $200 $240 $280 $700 $7.75 $12.38 $11.65 $10.92 $10.19 $9.46 $8.73 $8.00 $7.27 ($0.39) $8.00 $13.11 $12.38 $11.66 $10.93 $10.20 $9.47 $8.74 $8.01 $0.35 $8.25 $13.85 $13.12 $12.39 $11.66 $10.94 $10.21 $9.48 $8.75 $1.09 $8.50 $14.59 $13.86 $13.13 $12.40 $11.67 $10.94 $10.21 $9.49 $1.83 $8.75 $15.33 $14.60 $13.87 $13.14 $12.41 $11.68 $10.95 $10.22 $2.56 $9.00 $16.07 $15.34 $14.61 $13.88 $13.15 $12.42 $11.69 $10.96 $3.30 $9.25 $16.81 $16.08 $15.35 $14.62 $13.89 $13.16 $12.43 $11.70 $4.04 $9.50 $17.55 $16.82 $16.09 $15.36 $14.63 $13.90 $13.17 $12.44 $4.78 Rent/SF Commercial Linkage Fee/ SF Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 30  Packet Pg. 45 of 100  Page 24 At Site 4, office is found to be less feasible than residential development, as shown in Table 12. Bayshore is the weakest office submarket among the four sites given its location a distance from the city’s strongest office districts. This compares with a residential townhome prototype that performs very well. Across the full range of rent and fee combinations tested in the sensitivity analysis, office never outperforms residential, and there is no sensitivity scenario evaluated in which office becomes the higher value use. Table 12 - Site 4 – Bayshore Residual Land Value (in Millions) Sensitivity: Commercial Linkage Fee and Office Market Rent $0.75 $0 $40 $80 $120 $160 $200 $240 $280 $700 $3.50 ($0.01) ($0.75)($1.48)($2.21) ($2.94) ($3.67) ($4.40) ($5.13) ($12.82) $3.75 $0.73 ($0.00)($0.74)($1.47) ($2.20) ($2.93) ($3.66) ($4.39) ($12.07) $4.00 $1.47 $0.74 $0.00 ($0.73) ($1.46) ($2.19) ($2.92) ($3.65) ($11.33) $4.25 $2.21 $1.48 $0.75 $0.01 ($0.72) ($1.45) ($2.18) ($2.91) ($10.59) $4.50 $2.95 $2.22 $1.49 $0.75 $0.02 ($0.71) ($1.44) ($2.17) ($9.85) $4.75 $3.69 $2.96 $2.23 $1.50 $0.76 $0.03 ($0.70) ($1.43) ($9.11) $5.00 $4.43 $3.70 $2.97 $2.24 $1.50 $0.77 $0.04 ($0.69) ($8.37) $5.25 $5.17 $4.44 $3.71 $2.98 $2.25 $1.51 $0.78 $0.05 ($7.63) Commercial Linkage Fee/ SF Rent/SF Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 31  Packet Pg. 46 of 100  Economic & Planning Systems, Inc. Page 25 Conclusion The feasibility analysis shows that office development in Palo Alto is highly location dependent and that market forces play a large role in shaping development potential, as compared with marginal policy interventions. In the highest value office areas, such as Downtown, offices are likely to continue to outperform both rental and for-sale residential by a wide margin. These districts command strong rents and benefit from inherent locational advantages that fee adjustments or minor regulatory changes cannot meaningfully counteract. The analysis also demonstrates that there are several locations in which residential development is currently more feasible than office, especially when modeled as ownership townhomes. This pattern is most pronounced in mid-value and lower-value office markets such as Bayshore, where ownership housing achieves high residual land values and, in some cases, outperforms offices under current zoning. These findings reveal that ownership-based residential formats represent a viable and competitive development option in many parts of the city. Rental housing faces the greatest feasibility challenges across the study area. Podium construction costs, moderate achievable rents outside Downtown, and inclusionary housing requirements all contribute to estimated residual land values that generally fall below those of office or ownership housing. Any City development incentives or policy options to incentivize housing over office should seek to target unique submarket characteristics in Palo Alto, reflective of the economic conditions present in each area. Most likely, high-value office districts will remain dominated by office unless zoning capacity changes. It is unlikely cost-adding measures can meaningfully shift outcomes in favor of housing. In some areas, it may be that adjusting zoning to reduce minimum density could be a meaningful incentive to promote housing. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 32  Packet Pg. 47 of 100  Page 26 Policy Considerations and Recommendations Policy tools are available if the City wishes to influence the relative feasibility of office development in locations where its use currently outperforms residential. Impact fees, taxes, and building standards are the most likely tools to add cost to office development in an effort to disincentivize it. Zoning changes are also an option to reduce office development. Fees. Increases to development impact fees (e.g., commercial linkage fee), subject to Council approval, could raise the cost of office development and narrow the gap between office and residential development potential. Taxes. A high construction tax represents a potential approach to adding to office development project costs. A tax on office development would need to be voter approved. Building Standards. Elevated building standards for office development, including enhanced sustainability performance, higher energy requirements, labor requirements or other obligations that increase construction cost could marginally decrease office feasibility. Land Use Regulation. The City could change zoning or otherwise further restrict office development allowances, although since most districts already limit commercial densities to relatively low standards there may not be the ability to lower them further (most districts only allow 0.4 FAR of commercial). In areas with higher allowances, some additional reduction in office density may discourage development (zones with 1.0-2.0 FAR zones often require ground-floor retail). These and other related policy approaches would reduce office feasibility. However, such tools are likely most effective in marginal office locations where residual land value is near residential levels. In the highest-value districts such as Downtown, even aggressive fees or cost-increasing requirements may not be sufficient to overcome strong market fundamentals. Developer interviews also emphasized that while disincentives can shift outcomes at the margin, the City would be better served focusing on incentives for residential development. Streamlined approvals that reduce project risk, lower minimum densities that promote townhomes, and flexibility around parking site planning may ultimately have a greater impact on housing production. A balance between incentives and disincentives will be essential to ensuring that policy interventions align with both market realities and the City’s long-term land use goals. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 33  Packet Pg. 48 of 100  Appendix A. Office and Residential Development Proformas by Site Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 34  Packet Pg. 49 of 100  Site 1: Mayfield Use: Mid-Rise Market Rate Residential Rental DEVELOPMENT PROGRAM ASSUMPTIONS ASSUMPTION/FACTOR Development Site (Square Feet)34,286 Dwelling Units 102 DU / Acre 80 Gross Building Area (Square Feet)1,052 GBA / DU 84,149 Net Rentable Square Feet 79%Efficiency Factor 66,721 Total Parking Spaces 1.1 Spaces / DU 90 Podium Parking Spaces 100%of total parking 90 BUILDING VALUE ASSUMPTION/FACTOR PER GBA TOTAL Gross Potential Rent $5.50 per SF/Month $52 $4,403,586 Gross Potential Parking Income $0.00 per Space/Month $0 $0 Losses to Vacancy 5.00%of Gross Income -$3 -$220,179 Gross Residential Revenue $50 $4,183,407 Operating Expenses 30%of Gross Revenue -$15 -$1,255,022 Net Operating Income (NOI)$35 $2,928,385 Market Value 4.00%Capitalization Rate $870 $73,209,617 Development Spread 100 Basis Points -$174 -$14,641,923 Supportable Development Value 5.00%Project Yield Rate (on NOI)$696 $58,567,694 PROJECT DEVELOPMENT COSTS ASSUMPTION/FACTOR PER GBA TOTAL Hard Costs Basic Site Work $20 per SF (Site)$8 $685,720 Building Direct Cost $429 Cost/SF (GBA)$429 $36,099,921 Parking Direct Cost Podium w/ Puzzle System Parking Cost $65,000 per Space $70 $5,850,000 Total Construction Cost $507 $42,635,641 Soft Costs Architecture and Engineering 4.0%of Construction Cost $20 $1,705,426 Other Soft Costs 2.0%of Construction Cost $10 $852,713 Permits and Fees 2.0%of Construction Cost $10 $852,713 Development Impact Fees $39,794 per DU $38 $3,183,535 Public Art In-Lieu Fee 1.0%of Construction Cost $4,737 $426,356 Housing Impact Fee $26 per SF $21 $1,734,746 Taxes and Insurance 2.0%of Construction Cost $10 $852,713 Financing 7.0%of Construction Cost $35 $2,984,495 Marketing/Leasing 2.0%of Construction Cost $10 $852,713 Developer Fee 4.0%of Construction Cost $20 $1,705,426 Total Soft Costs 35.5%$180 $15,150,835 Other Project Costs Development Contingency 5.0%of Construction & Soft Costs $34 $2,889,324 Total Project Cost $721 $60,675,800 Residual Land Value -$2,108,106 per net acre -$2,678,327 Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 35  Packet Pg. 50 of 100  Site 1: Mayfield Use: Ground-Floor Retail (component of Residential Scenario) DEVELOPMENT PROGRAM ASSUMPTIONS ASSUMPTION/FACTOR Gross Building Area (Square Feet)4,593 Rentable Building Area (Square Feet)100%of GBA 4,593 BUILDING VALUE ASSUMPTION/FACTOR PER GBA TOTAL Gross Potential Rent $4.81 per SF/Month (NNN)$58 $265,016 Losses to Vacancy 5.00%of GPR -$3 -$13,251 Gross Office Revenue $55 $251,765 Operating Expenses 3%of Gross Revenue -$2 -$7,553 Net Operating Income $53 $244,212 Market Value 4.00%Capitalization Rate $1,329 $6,105,308 Development Spread 100 Basis Points -$266 -$1,221,062 Supportable Development Value 5.00%Project Yield Rate (on NOI)$1,063 $4,884,247 PROJECT DEVELOPMENT COSTS ASSUMPTION/FACTOR PER GBA TOTAL Hard Costs Building Direct Cost $505 Cost/SF (GBA)$505 $2,319,465 Tenant Improvement Cost $0 Cost/SF (RBA)$0 $0 Total Construction Cost $505 $2,319,465 Soft Costs Architecture and Engineering 4.0%of Construction Cost $20 $92,779 Other Soft Costs 2.0%of Construction Cost $10 $46,389 Permits and Fees 2.0%of Construction Cost $10 $46,389 Development Impact Fees*$44 per SF (GBA)$44 $203,204 Public Art In-Lieu Fee 1.0%of Construction Cost $5 $23,195 Taxes and Insurance 2.0%of Construction Cost $10 $46,389 Financing 7.0%of Construction Cost $35 $162,363 Marketing/Leasing 2.0%of Construction Cost $10 $46,389 Developer Fee 4.0%of Construction Cost $20 $92,779 Total Soft Costs 32.8%of Construction Cost $165 $759,876 Other Project Costs Development Contingency 5.0%of Construction & Soft Costs $34 $153,967 Total Project Cost $704 $3,233,308 Residual Land Value $1,650,939 *Impact Fees apportioned to retail use based on retail's percent of total scenario's square footage. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 36  Packet Pg. 51 of 100  Site 1: Mayfield Use: Class A Office DEVELOPMENT PROGRAM ASSUMPTIONS ASSUMPTION/FACTOR Net Development Site (Square Feet)34,286 FAR 1.4 Gross Building Area (Square Feet)48,400 Rentable Building Area (Square Feet)82%of GBA 39,573 Total Parking Spaces 3.8 per 1,000 SF 149 Structured Parking Spaces 23%of total parking 35 Subterranean Parking Spaces 77%of total parking 114 BUILDING VALUE ASSUMPTION/FACTOR PER GBA TOTAL Gross Potential Rent $7.50 per SF/Month (NNN)$74 $3,561,532 Gross Potential Parking Income $150 per Space/Month $6 $268,200 Losses to Vacancy 5.00%of GPR -$4 -$191,487 Gross Office Revenue $75 $3,638,245 Operating Expenses 3.00%of Gross Revenue -$2 -$109,147 Net Operating Income $73 $3,529,098 Market Value 5.50%Capitalization Rate $1,326 $64,165,416 Development Spread 100 Basis Points -$204 -$9,871,602 Supportable Development Value 6.50%Project Yield Rate (on NOI)$1,122 $54,293,814 PROJECT DEVELOPMENT COSTS ASSUMPTION/FACTOR PER GBA TOTAL Hard Costs Basic Site Work $20 Cost/SF (Site)$14 $685,720 Building Direct Cost $505 Cost/SF (GBA)$505 $24,441,756 Tenant Improvement Cost $0 Cost/SF (RBA)$0 $0 Parking Direct Cost Podium Parking Cost $50,000 per Space $36 $1,750,000 Subterranean Parking Cost $85,000 per Space $200 $9,690,000 Total Construction Cost $756 $36,567,476 Soft Costs Architecture and Engineering 4.0%of Construction Cost $30 $1,462,699 Other Soft Costs 2.0%of Construction Cost $15 $731,350 Permits and Fees 2.0%of Construction Cost $15 $731,350 Development Impact Fees $83 per SF (GBA)$83 $4,015,613 Public Art In-Lieu Fee 1.0%of Construction Cost $8 $365,675 Taxes and Insurance 2.0%of Construction Cost $15 $731,350 Financing 7.0%of Construction Cost $53 $2,559,723 Marketing/Leasing 2.0%of Construction Cost $15 $731,350 Developer Fee 4.0%of Construction Cost $30 $1,462,699 Total Soft Costs 35.0%of Construction Cost $264 $12,791,807 Other Project Costs Development Contingency 5.0%of Construction & Soft Costs $51 $2,467,964 Total Project Cost $1,071 $51,827,247 Residual Land Value $2,466,566 per net acre $3,133,746 Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 37  Packet Pg. 52 of 100  Site 1: Mayfield Use: Ground-Floor Retail (component of Office Scenario) DEVELOPMENT PROGRAM ASSUMPTIONS ASSUMPTION/FACTOR Gross Building Area (Square Feet)4,728 Rentable Building Area (Square Feet)100%of GBA 4,728 BUILDING VALUE ASSUMPTION/FACTOR PER GBA TOTAL Gross Potential Rent $4.81 per SF/Month (NNN)$58 $272,806 Losses to Vacancy 5.00%of GPR -$3 -$13,640 Gross Office Revenue $55 $259,165 Operating Expenses 3%of Gross Revenue -$2 -$7,775 Net Operating Income $53 $251,390 Market Value 5.50%Capitalization Rate $967 $4,570,734 Development Spread 100 Basis Points -$149 -$703,190 Supportable Development Value 6.50%Project Yield Rate (on NOI)$818 $3,867,544 PROJECT DEVELOPMENT COSTS ASSUMPTION/FACTOR PER GBA TOTAL Construction Costs Building Direct Cost $505 Cost/SF (GBA)$505 $2,387,640 Tenant Improvement Cost $0 Cost/SF (RBA)$0 $0 Total Construction Cost $505 $2,387,640 Soft Costs Architecture and Engineering 4.0%of Construction Cost $20 $95,506 Other Soft Costs 2.0%of Construction Cost $10 $47,753 Permits and Fees 2.0%of Construction Cost $10 $47,753 Development Impact Fees*$83 per SF (GBA)$83 $392,273 Public Art In-Lieu Fee 1.0%of Construction Cost $5 $23,876 Taxes and Insurance 2.0%of Construction Cost $10 $47,753 Financing 7.0%of Construction Cost $35 $167,135 Marketing/Leasing 2.0%of Construction Cost $10 $47,753 Developer Fee 4.0%of Construction Cost $20 $95,506 Total Soft Costs 40.4%of Construction Cost $204 $965,306 Other Project Costs Development Contingency 5.0%of Construction & Soft Costs $35 $167,647 Total Project Cost $745 $3,520,594 Residual Land Value $346,950 *Impact Fees apportioned to retail use based on retail's percent of total scenario's square footage. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 38  Packet Pg. 53 of 100  Site 2: Research Park Use: Townhouse Ownership Residential DEVELOPMENT PROGRAM ASSUMPTIO ASSUMPTION/FACTOR Development Site (Square Feet)138,956 Dwelling Units 21 DU / Acre 68 Market Rate Units 58 Affordable Units 10 Gross Building Area (Square Feet)2,128 GBA / DU 144,720 Net Saleable Square Feet 75%Efficiency Factor 108,624 Market Rate NSF 92,650 Affordable NSF 15,974 Total Parking Spaces 2.0 Spaces / DU 136 Integrated Garage Parking Spaces 100%of total parking 136 BUILDING VALUE ASSUMPTION/FACTOR PER GBA TOTAL Sale Value Market Rate Sale Value $1,100 per NSF $704 $101,914,871 Affordable Sale Value $678,152 per DU $47 $6,781,518 Overall Sale Value $751 $108,696,388 Sale Cost 5.00%of Sale Value -$38 -$5,434,819 Net Building Value $103,261,569 Supportable Development Value 15.00%Return on Cost (Unlevered)$620 $89,792,669 PROJECT DEVELOPMENT COSTS ASSUMPTION/FACTOR PER GBA TOTAL Hard Costs Basic Site Work $20 per SF (Site)$19 $2,779,120 Building Direct Cost $320 Total Construction Cost $273 $39,442,800 Soft Costs Total Soft Costs 34.1%$93 $13,443,578 Other Project Costs Total Project Cost $384 $55,530,697 Residual Land Value $34,261,971 per net acre $10,740,461 a separate hard cost line item. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 39  Packet Pg. 54 of 100  Site 2: Research Park Use: Class A Office DEVELOPMENT PROGRAM ASSUMPTIONS ASSUMPTION/FACTOR Net Development Site (Square Feet)138,956 FAR 0.4 Gross Building Area (Square Feet)58,164 Rentable Building Area (Square Feet)95%of GBA 55,141 Total Parking Spaces 3.4 per 1,000 SF 185 Surface Parking Spaces 100%of total parking 185 BUILDING VALUE ASSUMPTION/FACTOR PER GBA TOTAL Gross Potential Rent $7.00 per SF/Month (NNN)$80 $4,631,844 Gross Potential Parking Income $150 per Space/Month $6 $333,000 Losses to Vacancy 5.00%of GPR -$4 -$248,242 Gross Office Revenue $81 $4,716,602 Operating Expenses 3.00%of Gross Revenue -$2 -$141,498 Net Operating Income $79 $4,575,104 Market Value 5.50%Capitalization Rate $1,430 $83,183,704 Development Spread 100 Basis Points -$220 -$12,797,493 Supportable Development Value 6.50%Project Yield Rate (on NOI)$1,210 $70,386,211 PROJECT DEVELOPMENT COSTS ASSUMPTION/FACTOR PER GBA TOTAL Construction Costs Basic Site Work $20 Cost/SF (Site)$48 $2,779,120 Building Direct Cost $459 Cost/SF (GBA)$459 $26,697,276 Tenant Improvement Cost $0 Cost/SF (RBA)$0 $0 Parking Direct Cost Surface Parking Cost $5,000 per Space $16 $925,000 Total Construction Cost $523 $30,401,396 Soft Costs Architecture and Engineering 4.0%of Construction Cost $21 $1,216,056 Other Soft Costs 2.0%of Construction Cost $10 $608,028 Permits and Fees 2.0%of Construction Cost $10 $608,028 Development Impact Fees $80 per SF (GBA)$80 $4,653,120 Public Art In-Lieu Fee 1.0%of Construction Cost $5 $304,014 Taxes and Insurance 2.0%of Construction Cost $10 $608,028 Financing 7.0%of Construction Cost $37 $2,128,098 Marketing/Leasing 2.0%of Construction Cost $10 $608,028 Developer Fee 4.0%of Construction Cost $21 $1,216,056 Total Soft Costs 39.3%of Construction Cost $205 $11,949,455 Other Project Costs Development Contingency 5.0%of Construction & Soft Costs $36 $2,117,543 Total Project Cost $765 $44,468,394 Residual Land Value $25,917,818 per net acre $8,124,731 Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 40  Packet Pg. 55 of 100  Site 3: Downtown Use: Mid-Rise Market Rate Residential Rental DEVELOPMENT PROGRAM ASSUMPTIONS ASSUMPTION/FACTOR Development Site (Square Feet)21,529 Dwelling Units 67 DU / Acre 33 Market Rate Units 30 Affordable Units 10%Percent Affordable 3 Gross Building Area (Square Feet)1,130 GBA / DU 37,295 Net Rentable Square Feet 74%Efficiency Factor 27,769 Market Rate NSF 25,245 Affordable NSF 2,524 Total Parking Spaces 0.4 Spaces / DU 14 Surface Parking Spaces 71%of total parking 10 Integrated Garage Parking Spaces 29%of total parking 4 BUILDING VALUE ASSUMPTION/FACTOR PER GBA TOTAL Gross Potential Rent Market Rate Rent $6.25 per SF/Month $51 $1,893,341 Affordable Rent $1,941 per DU $0 $5,823 Gross Potential Rent $51 $1,899,164 Gross Potential Parking Income $0.00 per Space/Month $0 $0 Losses to Vacancy (Market Only)5.00%of Gross Income -$3 -$94,667 Gross Residential Revenue $48 $1,804,497 Operating Expenses -$18,933 per DU -$17 -$624,803 Net Operating Income (NOI)$32 $1,179,694 Market Value 4.00%Capitalization Rate $983,079 $29,492,359 Development Spread 100 Basis Points -$196,616 -$5,898,472 Supportable Development Value 5.00%Project Yield Rate (on NOI)$786,463 $23,593,887 PROJECT DEVELOPMENT COSTS ASSUMPTION/FACTOR PER GBA TOTAL Hard Costs Basic Site Work $20 per SF (Site)$12 $430,580 Building Direct Cost $423 Cost/SF (GBA)$423 $15,775,785 Parking Direct Cost Surface Parking Cost $5,000 per Space $1 $50,000 Integrated Garage Cost $14,000 per Space $4 $140,000 Total Construction Cost $440 $16,396,365 Soft Costs Architecture and Engineering 4.0%of Construction Cost $18 $655,855 Other Soft Costs 2.0%of Construction Cost $9 $327,927 Permits and Fees 2.0%of Construction Cost $9 $327,927 Development Impact Fees $36,273 per DU $32 $1,197,019 Public Art In-Lieu Fee 1.0%of Construction Cost $4 $163,964 Housing Impact Fee $26 per SF (Fractional Aff. Unit)$2 $65,636 Taxes and Insurance 2.0%of Construction Cost $9 $327,927 Financing 7.0%of Construction Cost $31 $1,147,746 Marketing/Leasing 2.0%of Construction Cost $9 $327,927 Developer Fee 4.0%of Construction Cost $18 $655,855 Total Soft Costs 31.7%$139 $5,197,782 Other Project Costs Development Contingency 5.0%of Construction & Soft Costs $29 $1,079,707 Total Project Cost $608 $22,673,854 Residual Land Value $920,033 per net acre $1,861,519 Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 41  Packet Pg. 56 of 100  Site 3: Downtown Use: Class A Office DEVELOPMENT PROGRAM ASSUMPTIONS ASSUMPTION/FACTOR Net Development Site (Square Feet)21,529 FAR 0.4 Gross Building Area (Square Feet)8,584 Rentable Building Area (Square Feet)100%of GBA 8,584 Total Parking Spaces 3.5 per 1,000 SF 26 Surface Parking Spaces 100%of total parking 26 BUILDING VALUE ASSUMPTION/FACTOR PER GBA TOTAL Gross Potential Rent $8.50 per SF/Month (NNN)$102 $875,568 Gross Potential Parking Income $150 per Space/Month $5 $46,354 Losses to Vacancy 5.00%of GPR -$5 -$46,096 Gross Office Revenue $102 $875,826 Operating Expenses 3.00%of Gross Revenue -$3 -$26,275 Net Operating Income $99 $849,551 Market Value 5.50%Capitalization Rate $1,799 $15,446,377 Development Spread 100 Basis Points -$277 -$2,376,366 Supportable Development Value 6.50%Project Yield Rate (on NOI)$1,523 $13,070,012 PROJECT DEVELOPMENT COSTS ASSUMPTION/FACTOR PER GBA TOTAL Hard Costs Basic Site Work $20 Cost/SF (Site)$50 $430,580 Building Direct Cost $459 Cost/SF (GBA)$459 $3,940,056 Tenant Improvement Cost $0 Cost/SF (RBA)$0 $0 Parking Direct Cost Surface Parking Cost $5,000 per Space $15 $128,760 Total Construction Cost $524 $4,499,396 Soft Costs Architecture and Engineering 4.0%of Construction Cost $21 $179,976 Other Soft Costs 2.0%of Construction Cost $10 $89,988 Permits and Fees 2.0%of Construction Cost $10 $89,988 Development Impact Fees $80 per SF (GBA)$80 $686,720 Public Art In-Lieu Fee 1.0%of Construction Cost $5 $44,994 Taxes and Insurance 2.0%of Construction Cost $10 $89,988 Financing 7.0%of Construction Cost $37 $314,958 Marketing/Leasing 2.0%of Construction Cost $10 $89,988 Developer Fee 4.0%of Construction Cost $21 $179,976 Total Soft Costs 39.3%of Construction Cost $206 $1,766,575 Other Project Costs Development Contingency 5.0%of Construction & Soft Costs $36 $313,299 Total Project Cost $766 $6,579,270 Residual Land Value $6,490,742 per net acre $13,132,831 Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 42  Packet Pg. 57 of 100  Site 4: Bayshore Use: Townhouse Ownership Residential DEVELOPMENT PROGRAM ASSUMPTIONS ASSUMPTION/FACTOR Development Site (Square Feet)101,786 Dwelling Units 21 DU / Acre 48 Market Rate Units 41 Affordable Units 7 Gross Building Area (Square Feet)2,201 GBA / DU 105,628 Net Rentable Square Feet 78%Efficiency Factor 81,904 Market Rate NSF 69,960 Affordable NSF 11,944 Total Parking Spaces 2.1 Spaces / DU 100 Surface Parking Spaces 4%of total parking 4 Integrated Garage Parking Spaces 96%of total parking 96 BUILDING VALUE ASSUMPTION/FACTOR PER GBA TOTAL Sale Value Market Rate Sale Value $1,100 per SF $729 $76,955,633 Affordable Sale Value $803,112 per DU $53 $5,621,783 Overall Sale Value $782 $82,577,417 Sale Cost 5.00%of Sale Value -$39 -$4,128,871 Net Building Value $78,448,546 Supportable Development Value 15.00%Return on Cost (Unlevered)$646 $68,216,127 PROJECT DEVELOPMENT COSTS ASSUMPTION/FACTOR PER GBA TOTAL Hard Costs Basic Site Work $20 per SF (Site)$19 $2,035,720 Building Direct Cost $320 Total Construction Cost $280 $29,609,000 Soft Costs Total Soft Costs 33.9%$95 $10,039,679 Other Project Costs Total Project Cost $394 $41,631,113 Residual Land Value $26,585,014 per net acre $11,377,235 separate hard cost line item. Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 43  Packet Pg. 58 of 100  Site 4: Bayshore Use: Class A Office DEVELOPMENT PROGRAM ASSUMPTIONS ASSUMPTION/FACTOR Net Development Site (Square Feet)101,786 FAR 0.4 Gross Building Area (Square Feet)40,700 Rentable Building Area (Square Feet)100%of GBA 40,700 Total Parking Spaces 3.5 per 1,000 SF 142 Surface Parking Spaces 100%of total parking 142 BUILDING VALUE ASSUMPTION/FACTOR PER GBA TOTAL Gross Potential Rent $4.25 per SF/Month (NNN)$51 $2,075,700 Gross Potential Parking Income $150 per Space/Month $6 $256,410 Losses to Vacancy 5.00%of GPR -$3 -$116,606 Gross Office Revenue $54 $2,215,505 Operating Expenses 3.00%of Gross Revenue -$2 -$66,465 Net Operating Income $53 $2,149,039 Market Value 5.50%Capitalization Rate $960 $39,073,443 Development Spread 100 Basis Points -$148 -$6,011,299 Supportable Development Value 6.50%Project Yield Rate (on NOI)$812 $33,062,144 PROJECT DEVELOPMENT COSTS ASSUMPTION/FACTOR PER GBA TOTAL Hard Costs Basic Site Work $20 Cost/SF (Site)$50 $2,035,720 Building Direct Cost $459 Cost/SF (GBA)$459 $18,681,300 Tenant Improvement Cost $0 Cost/SF (RBA)$0 $0 Parking Direct Cost Surface Parking Cost $5,000 per Space $18 $712,250 Total Construction Cost $527 $21,429,270 Soft Costs Architecture and Engineering 4.0%of Construction Cost $21 $857,171 Other Soft Costs 2.0%of Construction Cost $11 $428,585 Permits and Fees 2.0%of Construction Cost $11 $428,585 Development Impact Fees $80 per SF (GBA)$80 $3,256,000 Public Art In-Lieu Fee 1.0%of Construction Cost $5 $214,293 Taxes and Insurance 2.0%of Construction Cost $11 $428,585 Financing 7.0%of Construction Cost $37 $1,500,049 Marketing/Leasing 2.0%of Construction Cost $11 $428,585 Developer Fee 4.0%of Construction Cost $21 $857,171 Total Soft Costs 39.2%of Construction Cost $206 $8,399,025 Other Project Costs Development Contingency 5.0%of Construction & Soft Costs $37 $1,491,415 Total Project Cost $770 $31,319,710 Residual Land Value $1,742,435 per net acre $745,687 Item 2 Attachment A - HE Program 3.9(A) Memo - Conversion of Commercial Uses to Mixed-Use Development        Item 2: Staff Report Pg. 44  Packet Pg. 59 of 100  1 Policy & Services Committee Staff Report From: City Manager Report Type: ACTION ITEMS Lead Department: Planning and Development Services Meeting Date: March 10, 2026 Report #:2508-5120 TITLE Discussion of the Rental Registry Program First Year Report and Rent Stabilization Analysis, Including Recommendations to the City Council to Not Expand the Rental Registry Program to Properties with Two or Fewer Units and to Defer Further Consideration of a Possible Rent Stabilization Ordinance.CEQA: Exempt pursuant to CEQA Guidelines Section 15061(b)(3). RECOMMENDATION Staff recommend that the Policy and Services Committee discuss and provide feedback on the findings from the first year of the rental registry program andthe related rent stabilization analysis, and recommend the Council defer indefinitely: a) an expansion of the rental registry program to properties with two and fewer units, and b) further analysis or preparation of a draft ordinance related to possible implementation of a local rent stabilization policy. EXECUTIVE SUMMARY This report presents the Rental Registry Program's first year findings andresponds to Council direction to analyze the feasibility of a local rent stabilization ordinance and evaluate expanding the Rental Registry Program to properties with two or fewer units. The Rental Registry Program registered 95.4% of covered properties and 97.9% of covered units in its inaugural year, with 414 properties and 7,653 unitsregistered. Key findings based on landlords’ self-reported data include a 5.21% vacancy rate, median monthly rents for non- discounted market rate unitsranging from $2,095 (studio) to $4,495 (three-bedroom), and moderate rent increase activity with almost two thirds of market rateunits reporting no change in rent.Detailed Program Year 1data is provided in Attachment A. Regarding rent stabilization, thisreport examines state legal protections and constraints, the effects of local rent stabilization measures in peer cities, and resource requirements. The Costa- Hawkins Rental Housing Act significantly limits which units a local ordinance could regulate, and Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 1  Packet Pg. 60 of 100  2 the Tenant Protection Act already caps rent increases for most of those units. A local program would require a conservatively estimated $2 million annual budget, including five new full-time employees, in direct costs, which may eventually be cost recovered in part or in full through higher rental program fees. Staff do not recommend pursuing a rent stabilization ordinance at this time given the other competing priorities and the significant implementation resource needs. Staff similarly recommend deferring expansion of the Rental Registry Program to properties with two or fewer units, pending further program maturation and improved fiscal conditions. BACKGROUND In November 2021, City Council directed staff to bring a proposal and discussion on “expanding anti-gouging measures to address loopholes” to the Policy and Services Committee, referencing gaps in coverage from California’s Tenant Protection Act of 2019, which introduced statewide rent stabilization.1 In 2024, Council directed staff to prepare an analysis for a possible anti rent- gouging policy.2 On December 9, 2024, staff held a preliminary discussion on this topic with the Housing Ad Hoc Committee. Staff reviewed state law with the Housing Ad Hoc Committee and explained the limits on local regulation imposed by the Costa-Hawkins Rental Housing Act of 1995 (Costa- Hawkins), which precludes the City from implementing the kind of expansive local rent stabilization program that would cover all units not regulated by the Tenant Protection Act. The Housing Ad Hoc Committee discussed and deferred the matter until the first year Rental Registry Program data was able to help inform the discussion. The Housing Ad Hoc has since disbanded, and Council directed staff to engage the Policy and Services Committee for additional consideration. City Council established the Rental Registry Program (PAMC Chapter 9.65) to collect data on Palo Alto's residential rental landscape, support data-informed policy decisions, promote awareness of renter protections, and advance the City's Housing Element goals. The inaugural registration period opened October 1, 2024, and focused on rental properties with three or more units. The program achieved a 95.4% property registration rate (414 of 434 properties) and a 97.9% unit registration rate (7,653 of 7,821 units) by the close of the extended grace period on April 6, 1 See action minutes from November 29, 2021 Council meeting for details and other direction from Council on renter protection policies: https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=42829&dbid=0&repo=PaloAlto 2 See 2024 Council Objective #55: https://www.paloalto.gov/files/assets/public/v/1/2024-council-priorities- objectives-4-30_final.pdf Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 2  Packet Pg. 61 of 100  3 2025. Registration fees were waived for Program Year 1; the Program Year 2 fee is $35.00 per unit, with exemptions for owner-occupied units and 100% affordable housing properties. Key findings from registered properties include: an occupancy rate of 94.8% and a vacancy rate of 5.21%; a rental stock comprised of more studio and one-bedroom units (58.89% combined) than larger units, with units of three or more bedrooms comprising just 5.97% of inventory; and a building stock where nearly half of units (49.52%) were constructed between 1960 and 1979. Over half of current renters (53.73%) began their tenancy within the prior three years. Median monthly rents for non-discounted market rate units ranged from $2,095 for a studio to $4,495 for a three-bedroom unit. Almost two thirds of market rate units (62.85%) reported no change in rent, while approximately one quarter of renters (25.57%) experienced a rent increase of between 0% and 5% and one tenth of renters (10.94%) experienced a rent increase above 5%. Detailed program data and administrative implementation notes from Program Year 1 are provided in Attachment A. Data and analysis from Program Year 2 are forthcoming. In addition to directing the Program Year 1 focus on properties with three or more units, Council's November 27, 2023 action establishing the Rental Registry Program included direction for staff to return with an evaluation of potentially expanding the program to all rental properties, including single-family homes and properties with two or fewer rental units. The American Community Survey estimates approximately 4,305 rental units on such properties in Palo Alto, with roughly 4,116 being single-family residences 3. Staff's assessment of this direction is discussed in the analysis section below. ANALYSIS State law protects many renters from certain rent increases under the Tenant Protection Act of 2019 (TPA). At the same time, Costa-Hawkins significantly limits the City’s ability to impose local rent stabilization. For covered units, the TPA restricts annual rent increases for units to either 10% or 5% plus the percentage change in the cost of living (whichever is lower). Notable exemptions include units built in the last 15 years, units already protected by affordability restrictions, and certain single- family homes. Costa-Hawkins places significant limitations on the scope of local rent stabilization programs. Specifically, it prevents local governments from regulating the residential rent of single-family homes, condos, or any units built after February 1, 1995. 3 U.S. Census Bureau, U.S. Department of Commerce. "Tenure by Units in Structure." American Community Survey, ACS 5-Year Estimates Detailed Tables, Table B25032, https://data.census.gov/table/ACSDT5Y2023.B25032?t=Units+and+Stories+in+Structure&g=160XX00US0655282. Accessed on 24 Feb 2026 Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 3  Packet Pg. 62 of 100  4 Costa-Hawkins also requires local rent stabilization programs to include vacancy decontrol – that is, when a tenancy ends, a landlord must be allowed to set the initial rent for the next renter notwithstanding local caps. There were three unsuccessful ballot initiative attempts (2018, 2020 and 2024) to repeal Costa- Hawkins and therefore reduce barriers to local rent stabilization policies. Meanwhile, the TPA was enacted in 2019 and expanded in 2023. If Palo Alto were to establish a local rent stabilization program, it would be limited to following protections for rental households: 1) Lowering allowed annual rent increases and/or establishing a tenant-initiated rent increase petition program for units already protected under existing state law, such as: x Units on market-rate, multi-family properties built before February 1, 1995. 2) Expanding rent stabilization protections to units not protected by existing state law, such as: x Affordable housing units not covered by AB 846; x Duplexes built before February 1, 1995 where one unit is owner-occupied; x Mobile homes; and/or x Dorms built before February 1, 1995 (N/A in Palo Alto). Effects of Local Rent Stabilization Measures Public and academic opinions on the effects of local rent stabilization measures are mixed. Furthermore, findings on the effects (positive and negative) of rent stabilization programs vary by program and by source. Supporters highlight that those living in units which can be regulated under local rent stabilization programs benefit generally from increased predictability in housing expenses, reduced displacement risk, and the promotion of lasting community connections. There is data that confirms that cities with local rent stabilization policies have lower citywide rates of residential mobility, however it remains unclear how reduced mobility may affect tenant welfare.4 In some cases, it may prevent displacement, in others it may limit housing choices and/or necessitate long commutes.5 Local rent stabilization programs can also provide renters with more direct benefits and services. For example, Alameda’s rent program refunded $125,918 in invalid rent increases to 4 Chris Alvarez Campbell, Derek Hyra & David J. Schwegman (21 Nov 2025): Evaluating Rent Control Intensity in California Cities, 2010–2019, Housing Policy Debate, DOI: 10.1080/10511482.2025.2582717 5 Chris Alvarez Campbell, Derek Hyra & David J. Schwegman (21 Nov 2025): Evaluating Rent Control Intensity in California Cities, 2010–2019, Housing Policy Debate, DOI: 10.1080/10511482.2025.2582717 Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 4  Packet Pg. 63 of 100  5 80 different rental households in 2024.6 Similarly, Mountain View’s expansive Rent Stabilization Program reported offering free legal assistance to 51 households through their Housing and Eviction Help Center in 2022-2023.7 Palo Alto could offer similar direct benefits to those in covered units, if it were to adopt a local rent stabilization program. Opponents argue that local rental stabilization programs can have many unintended, negative consequences. A 2018 policy brief developed by the Terner Center for Housing Innovation at UC Berkeley confirmed that there is a significant body of literature showing rent controls without vacancy decontrols – such as those established before Costa-Hawkins was passed in 1995 – constrain new housing supply and lead to the removal of existing units from the market 8. However, the data related to the negative consequences of programs with vacancy decontrol is less clear. A 2025 study of multiple California cities with local rent stabilization programs with vacancy decontrol found no consistent or significant relationships between the intensity of local rent stabilizations measures and the citywide rental supply.9 On the other hand, the same study did find evidence that cities with local rent stabilization policies had median rents $39 higher than similar cities without these policies, but the relationship was not statistically significant.10 In some cases, there seems to be conflicting data around the potential negative consequences of rent stabilization. For example, opponents argue that limited income potential may disincentivize property owners from investing in maintaining or improving their rental units.11,12 Findings from a recent mail survey in Berkeley seem to support this argument with 65% of renters in rent-stabilized units reporting that their unit was in the same condition as when they moved in and 62% of renters considering their unit to be in good or excellent condition.13 However, a 1994 report conducted by the City of Berkeley’s Planning and Development department analyzed the number and value of permits obtained before and during a period of 6 City of Alameda, City Attorney’s Office. Rent Program Annual Report 2024. 2024. https://www.alamedarentprogram.org/files/sharedassets/housingauth/v/1/resources/2024-rent-program- annual-report.pdf (accessed February 19, 2026). 7 City of Mountain View Rent Stabilization Program. Annual Report FY 2022–23. January 26, 2024. https://issuu.com/mountainviewrentstabilization/docs/2024.1.26_annual_report_fy_22-23_pdf (accessed February 19, 2026). 8 “Finding Common Ground on Rent Control: A Terner Center Policy Brief.” Terner Center for Housing Innovation at UC Berkeley. May 2018. https://ternercenter.berkeley.edu/wp- content/uploads/pdfs/Rent_Control_Paper_053018.pdf (accessed February 25, 2026). 9 Campbell, C. A., Hyra, D., & Schwegman, D. J. (2025). Evaluating Rent Control Intensity in California Cities, 2010– 2019. Housing Policy Debate, 1–25. https://doi.org/10.1080/10511482.2025.2582717 10 Campbell, C. A., Hyra, D., & Schwegman, D. J. (2025). Evaluating Rent Control Intensity in California Cities, 2010– 2019. Housing Policy Debate, 1–25. https://doi.org/10.1080/10511482.2025.2582717 11 “The Effects of Rent Control Expansion on Tenants, Landlords, and Inequality: Evidence from San Francisco.” Diamond, Rebecca, McQuade, Tim, & Qian, Franklin. 4 March, 2019. 12 National Apartment Association. “10 Unintended Consequences of Rent Control Policies.” https://naahq.org/news/10-unintended-consequences-rent-control-policies (accessed February 19, 2026). 13City of Berkeley Rent Stabilization Board. 2022 Tenant Survey: Presentation and Results. 2022. https://rentboard.berkeleyca.gov/sites/default/files/documents/2022%20Tenant%20Survey%20Presentatio n%20and%20Results.pdf (accessed February 19, 2026). Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 5  Packet Pg. 64 of 100  6 strong rent controls from 1979 to 1991 and found that there was no evidence that rent controls reduced expenditures on repairs below pre-rent control levels.14 It is important to note that vacancy decontrol requirements under Costa-Hawkins may also create incentives that work against the goals of many rent stabilization programs. Specifically, to regain access to market rents, property owners may be incentivized to threaten or pursue evictions of long-standing tenants.15 A study of San Francisco eviction filing rates from 2003 to 2013 found that living in a rent-controlled unit increases the likelihood of a tenant’s eviction by approximately 127% per year.16 According to this study’s authors, this “finding is best understood not as an inherent characteristic of rent control policy in general, but rather as the result of specific state-wide laws, passed in the years following the adoption of rent control in San Francisco, which granted rent-controlled property owners an economic incentive to evict and the legal means to do so.”17 A local rent stabilization program in Palo Alto would be subject to the same state-wide laws. In conclusion, numerous arguments exist both for and against local rent stabilization, but most lack strong, conclusive data to support them. Resource Requirements Staff reviewed recent rent stabilization program operating data from a variety of cities to determine the resources required to administer different programs. Based on published data from the peer cities of San Leandro, Mountain View, Alameda and Berkeley, local rent stabilization programs required dedicated teams of anywhere from six to 29 full-time employees and total program budgets up to and over $9 million annually. These programs provided varying levels of services to up to 40,000 units and all had program fees to offset the program costs at least partially. Staff estimates that expanding Palo Alto’s Rental Registry Program to include rent stabilization would require approximately five additional full-time staff, approximately $2 million in additional funding. Net program cost would depend on fees assessed and based on other organizations, cost recovery is estimated to ramp up over 2-6 years. 14 City of Berkeley Planning Department. Historical Berkeley Rent Control, 1978–1994 (Planning Department report). 1998. https://rentboard.berkeleyca.gov/sites/default/files/2022- 01/Historical_Berkeley_Rent_Control_1978-1994_1998_Planning_Dept_report%20%281%29.pdf (accessed February 19, 2026). 15 Gardner, M., & Asquith, B. (2025). The Effect of Rent Control Status on Eviction Filing Rates: Causal Evidence From San Francisco. Housing Policy Debate, 35(2), 334–354. https://doi.org/10.1080/10511482.2024.2393629 16 Gardner, M., & Asquith, B. (2025). The Effect of Rent Control Status on Eviction Filing Rates: Causal Evidence From San Francisco. Housing Policy Debate, 35(2), 334–354. https://doi.org/10.1080/10511482.2024.2393629 17 Gardner, M., & Asquith, B. (2025). The Effect of Rent Control Status on Eviction Filing Rates: Causal Evidence From San Francisco. Housing Policy Debate, 35(2), 334–354. https://doi.org/10.1080/10511482.2024.2393629 Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 6  Packet Pg. 65 of 100  7 The need for additional funding for a potential rent stabilization program should be balanced against the City's current fiscal constraints and its efforts to prioritize resources. While program costs could eventually be recovered, doing so comes at the expense of the landlord, who may pass these costs through to the tenant despite anticipated local efforts to limit such pass- throughs. Establishing a rent stabilization program is a significant undertaking requiring specialized functions, administrative procedures, adjudication, and enforcement. Standing up the program would require considerable staff time across several city departments, diverting resources from other priorities at a time when the City is focused on reducing rather than expanding its workforce. A brief summary of peer jurisdiction’s rent stabilization programs and commensurate resource needs are below. Summary of Peer Program Resourcing San Leandro established a new rent stabilization and registry program in February 2026. The program will have six full-time employees in addition to the City’s existing five-person Rent Board.18 The program requires a $1.3 to $2.2M General Fund loan to initiate both the rent stabilization and rent registry portions of the program.19 The program will register and regulate rents for approximately 7,700 units beginning this year.20 San Leandro staff anticipate the program will achieve full cost recovery though collected program fees over the next three to six years.21 Mountain View offers another relevant case study. The Rent Stabilization Division of the Housing Department has 8 full-time employees and supports the City’s five-person Rental Housing Commission. The Division currently has an approved annual budget of approximately $2.6M, with recent annual revenues totaling $1.8M.22 Mountain View’s program registers and regulates rents for approximately 14,500 units.23 18 City of San Leandro, Community Development Department, First Reading of an Ordinance to Amend the San Leandro Municipal Code by Adding Chapter 4-46 to Establish Residential Rent Stabilization, https://sanleandro.legistar.com/ViewReport.ashx?M=R&N=Text&GID=191&ID=6605505&GUID=BB2A856A-77CB- 4893-885E-603BADCC2F95&Title=Legislation+Text (accessed February 19, 2026). 19 ibid 20 City of San Leandro, Community Development Department, Draft Residential Rent Stabilization Ordinance and Preliminary Cost Options, https://www.sanleandro.org/DocumentCenter/View/14185/Powerpoint_101325_Draft- Rent-Stabilization-Ordinance?bidId= (accessed February 19, 2026). 21 City of San Leandro, Community Development Department, First Reading of an Ordinance to Amend the San Leandro Municipal Code by Adding Chapter 4-46 to Establish Residential Rent Stabilization, https://sanleandro.legistar.com/ViewReport.ashx?M=R&N=Text&GID=191&ID=6605505&GUID=BB2A856A-77CB- 4893-885E-603BADCC2F95&Title=Legislation+Text (accessed February 19, 2026). 22 City of Mountain View, City Manager, Adopted Budget Fiscal Year 2025-26, https://www.mountainview.gov/home/showpublisheddocument/12247/638950076197470000 (accessed February 19, 2026). 23 City of Mountain View, Rent Stabilization Division, Activity Report Fiscal Year 2025-26, https://issuu.com/mountainviewrentstabilization/docs/rent_stabilization_division_report_fy_25-26 (accessed February 19, 2026). Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 7  Packet Pg. 66 of 100  8 Alameda’s rent program registers and regulates rents for approximately 16,500 units.24 The program has five full-time staff housed in the City Attorney’s Office. The current annual expenses associated with the program total $2M.25 Alameda collected $1.8M in Rent Review Fee revenue in 2022.26 Petitions and similar issues are resolved by hearing officers and/or the program administrator. Berkeley’s Rent Board is supported by 29 full-time employees.27 The program registers and regulates rents for 40,000 units 28 with a FY 2025-2026 annual budget of just over $9M.29 The Rent Board reported revenue of just under $7M in FY 2023-2024.30 Berkeley’s Rent Board is made up of nine elected commissioners.31 Program Considerations By law, any rent stabilization program must allow a landlord to make a fair return on their investment. The following program components ensure landlords can make a fair return, as required: x Annual general adjustments: Automatically allowed increases in rent based on a formula determined by ordinance or rent board. 24 City of Alameda, City Attorney’s Office. Rent Program Annual Report 2024. 2024. https://www.alamedarentprogram.org/files/sharedassets/housingauth/v/1/resources/2024-rent-program- annual-report.pdf (accessed February 19, 2026). 25 City of Alameda, City Attorney, “FY 2023-25 Biennial Budget”, https://stories.opengov.com/alamedaca/published/KHkeRFzR4J (accessed February 19, 2026). 26 City of Alameda, “FY 23-25 Budget Summaries: Rent Review Fee”, https://alamedaca.opengov.com/transparency#/69813/accountType=revenues&embed=n&breakdown=types&cur rentYearAmount=cumulative&currentYearPeriod=years&graph=bar&legendSort=desc&proration=true&saved_vie w=255143&selection=BD4055BF9DE56E9E99F25064297A4AB0&projections=null&projectionType=null&highlightin g=null&highlightingVariance=null&year=2025&selectedDataSetIndex=null&fiscal_start=earliest&fiscal_end=latest (accessed February 19, 2026). 27 City of Berkeley, Rent Stabilization Board, Recommendation to Board on FY 2025/26 Line-Item Budget, Staffing Model & Expenditure Level, https://rentboard.berkeleyca.gov/sites/default/files/documents/Budget_Rent_Board_Staff_Report.pdf (accessed February 19, 2026). 28 City of Berkeley Rent Stabilization Board. “About/Contact Us.” https://rentboard.berkeleyca.gov/services/aboutcontact-us (accessed February 19, 2026). 29 City of Berkeley, Rent Stabilization Board, Recommendation to Board on FY 2025/26 Line-Item Budget, Staffing Model & Expenditure Level, https://rentboard.berkeleyca.gov/sites/default/files/documents/Budget_Rent_Board_Staff_Report.pdf (accessed February 19, 2026). 30 ibid 31 City of Berkeley Rent Stabilization Board. “Elected Rent Board.” https://rentboard.berkeleyca.gov/elected-rent- board (accessed February 19, 2026). Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 8  Packet Pg. 67 of 100  9 x Landlord-Initiated Petitions: Ability to petition for a greater increase if landlord is unable to make fair return on their investment from the annual general adjustment. Programs may optionally include tenant-initiated petitions to help tenants resolve concerns such as an unlawful rent increase, failure to maintain a habitable premise, or a reduction in housing services. To administer these various program components, some cities primarily used their own staff while others engaged consultants to provide customer support, legal services, administer hearings, conduct mediations and/or complete property inspections. Some cities used either an appointed or elected rent board with staff support to hear cases instead of hearing officers. The City currently offers tenants and landlords (and all community members) access to free, confidential and impartial mediation services through the Palo Alto Mediation Program to resolve disputes.32 The Palo Alto Mediation Program is administered by Project Sentinel, a local nonprofit, on behalf of the City. Chapter 9.72 of the Palo Alto Municipal Code requires landlords to register with the City and requires parties to respond in many types of disputes involving rental housing properties.33 Funding from the City is provided annually to support Project Sentinel. Rental Registry Program Data Considerations Viewed alongside the preceding analysis of state law, the effects of rent stabilization measures, and the resource implications of program administration, the Program Year 1 data offers additional context. Ultimately, none of the below findings are intended to suggest that affordability pressures do not exist for Palo Alto renters. Pressures clearly exists in a market at these price points. Staff’s interpretation of the data in aggregate does not appear to demonstrate a pattern of widespread, acute rent increases that would warrant standing up a new local regulatory program. When considered alongside Palo Alto's limitations under California's Costa-Hawkins Rental Housing Act, the protections already afforded to many renters through the TPA and expanded local just cause eviction protections beyond those required by state law under the TPA, and the relatively narrow universe of units a local ordinance could reach, the practical impact of a rent stabilization program would be limited. Paired with the significant resource requirements of establishing such a program and the budgetary constraints currently projected for FY 2026 and beyond, staff recommend indefinitely deferring implementation of a rent stabilization program at this time. Current Data Considerations Summary: Of the 5,174 units included in the rent increase analysis, approximately one quarter of units (1,323 units; 25.57%) were reported with a rent increase of 32 Palo Alto Mediation. “Home.” https://www.paloaltomediation.com/home (accessed February 19, 2026). 33 City of Palo Alto. “Landlord Resources”. https://www.paloalto.gov/City-Hall/Housing/Tenant-Landlord-Resources/Landlord- Resources (accessed February 19, 2026). Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 9  Packet Pg. 68 of 100  10 between 0% and 5% and one tenth of units (566 units; 10.94%) were reported with a rent increase above 5%. Nearly two-thirds of units (62.85%) were reported with no change in rent.34 A very small percentage (3 units in total) reported a rent decrease. See Exhibit 1 Figure 9 and Table 7 in Attachment A for more information. Arguably, these findings suggest that existing state protections aimed at keeping rent increases below 10% (or 5% plus the percentage change in cost of living, if that’s lower) for covered units are functioning largely as intended for the majority of Palo Alto's registered rental units. Further analysis would be needed to determine what percentage of units that reported a most- recent rent increase over 5% may have violated state law.35 A meaningful share of the rental stock already operates with some form of market adjustment based on the self-reported data. About 26% of renter-occupied units carry deed restrictions, rental assistance, or informal rent discounts, which may reduce the practical reach of additional rent regulation on the units most in need of affordability protections. The age of the housing stock is also a relevant consideration. With 74% of registered units in buildings constructed before 1980, property owners face rising maintenance and potential retrofit costs. Staff has heard directly from property owners that the market is price-sensitive and that even modest cost increases are difficult to absorb. Constraints on rent adjustments could, over time, affect the capacity to maintain these aging properties, a concern that takes on added significance as the City explores mandatory retrofitting requirements for seismically vulnerable buildings, which may represent a substantial additional cost obligation for many of these same property owners. Palo Alto renters also benefit from existing local protections beyond TPA. The City's ordinance requiring landlords to offer one-year leases provides tenants with 12 months of rent predictability at each lease term, addressing one of the more common concerns that rent stabilization is designed to resolve. Rental Registry Program Expansion With respect to Council's direction to evaluate expanding the Rental Registry Program to include single-family homes and properties with two or fewer rental units, staff recommend deferring this expansion indefinitely. Program Year 1 was the City's first year administering the registry, and the process surfaced a number of operational refinements, including unit count 36 Rental Registry Program participants were asked to report both the date and amount of the last rent increase for each unit. Many participants reported a “$0.00” rent increase for a unit and a corresponding date in the past, confirming that the unit had not experienced rent increases since that date. For example, reporting of “$0.00” for a rent increase frequently coincided with known tenancy start dates, meaning that there was no change in rent since initial occupancy. However, some renters have tenure lengths longer than the date of last rent increase reported as “$0.00,” so it is unknown if those renters had a rent increase at some point earlier in their tenure. 35 In order to complete this analysis, staff would need to compare the rent increase amount to the TPA rent cap at the time the rent was increased and then determine that the rent increase occurred in a covered building and was not associated with any tenancy changes. Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 10  Packet Pg. 69 of 100  11 verification against Santa Clara County Assessor data, registration notification challenges associated with property sales, clarifications around senior housing and condominium registration requirements, and the deployment of new reporting and payment functionality. Program Year 2 is the first year in which returning participants are updating existing registrations, paying the newly adopted registration fee, and using improved event-based reporting tools. Staff believe it is prudent to allow these processes to mature and stabilize before introducing a significantly larger population of property owners into the program. Indeed, the estimated 4,305 units on properties with two or fewer units, predominantly single- family residences, would require coordination with a substantially larger number of individual property owners, many of whom may be owner-occupiers who would be exempt from registration fees and/or would be navigating the program for the first time. Staff have previously identified that expansion at this scale would require at least one additional full-time employee. FISCAL/RESOURCE IMPACT The recommendation in this report does not have any budget or fiscal impact. However, if Palo Alto were to pursue a local rent stabilization program or expand the Rental Registry Program (RRP), it would need to be resourced. Because rental registries are often tied to rent stabilization programs, many cities fund their rent stabilization program partially or entirely through rental registry fees. The City’s current Rental Registry Program fee of $35 per unit in Palo Alto supports approximately one full-time employee and specialized contract work needed to run the rental registry program at its existing scale. The RRP is currently focused on establishing and maintaining a multi-family rental unit inventory and does not regulate rents. This program’s fee for covered units would need to be significantly increased if it were to be the sole funding source to develop, implement and enforce a local rent stabilization program. Based on a rough analysis, staff estimate that covered units may need to pay a fee up to or above $300.00 per unit 36 in order to achieve full cost recovery for an expanded program. While staff estimate that approximately five additional staff may be needed to run a rent stabilization program in Palo Alto, the final size of the team needed would be based upon the number of registered units (which would increase if the program were to be expanded to one- and two- unit properties), the complexity of the program, the level of customer support provided to both renters and landlords, the potential use of contracted services, enforcement procedures, and other factors. STAKEHOLDER ENGAGEMENT This agenda item was publicly noticed as part of the March 10, 2026, Policy and Services Committee meeting. City staff maintains a list of groups and individuals interested in renter 36 For reference, Berkeley currently charges $344 per fully covered unit, Richmond charges $267 per fully covered unit and Alameda currently charges $170 per fully covered unit. Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 11  Packet Pg. 70 of 100  12 protection policy development and the implementation of the rental registry program; an email advertising the March 10, 2026 Policy and Services Committee meeting and discussion on this topic was sent to this list after publication of this report. Staff also sent targeted emails to representatives at the California Apartment Association, Alliance of Californians for Community Empowerment, Public Advocates, Tenants Together, Palo Alto Forward and Silicon Valley at Home after publication of this report. Lastly, staff sent an email after the publication of this report to all property owners and/or representatives who have participated in the Rental Registry Program to date, upon the publication of this staff report to inform them of this upcoming policy discussion. ENVIRONMENTAL REVIEW Committee action on this item is exempt from review under the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15061(b)(3), as it can be seen with certainty that discussion and direction regarding regulation of residential rental units will not have a significant effect on the environment. ATTACHMENTS Attachment A: Program Year 1 (FY 2024-2025) Summary Report APPROVED BY: Jonathan Lait, Planning and Development Services Director Item 3 Item 3 Staff Report        Item 3: Staff Report Pg. 12  Packet Pg. 71 of 100  Page 1 CITY OF PALO ALTO RENTAL REGISTRY PROGRAM Program Year 1 (FY 2024–2025) Summary Report Program Overview City Council established the Rental Registry Program by adopting Palo Alto Municipal Code (PAMC) Chapter 9.65. The program serves four purposes: understanding the residential rental landscape as experienced by renters and landlords; supporting data-informed policy decisions that protect public health, safety, and welfare; promoting community awareness of existing renter protections; and supporting the City’s Housing Element goals for rental unit protection, preservation, and production. The City launched its inaugural registration period on October 1, 2024, running through January 15, 2025, with a grace period extended through April 6, 2025. Per City Council direction, Program Year 1 focused exclusively on rental properties with three or more units. All information was self- reported by property owners and property managers. Please see Exhibit 1 to this report for additional program data analysis. Registration Results The program achieved a 95.4% property registration rate (414 of 434 properties) and a 97.9% unit registration rate (7,653 of 7,821 units) by the close of the grace period on April 6, 2025. See the summary table below or Exhibit 1 Table 1 for more information. Registration Status Properties Units Total Required 434 7,821 The majority of registrations were completed later in the registration period; only 55% of properties (237) and 33% of units (2,581) completed by the initial January 15, 2025 deadline. The remaining registrations arrived steadily through the extended grace period. Staff conducted outreach through postcards, registration letters, direct email campaigns, staff-hosted workshops, and one-on-one customer service. Only four properties did not complete registration by the close of the grace period and received administrative citations. Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 13  Packet Pg. 72 of 100  Page 2 The 16 exempted properties (an estimated 148–162 units) were deferred to Program Year 2 because recent property sales resulted in new owners not receiving registration notice letters. Key Findings from Registered Properties Occupancy and Vacancy Rates Of the 7,653 registered units, 94.79% were occupied and 5.21% were vacant. Among occupied units, 93.13% were occupied by renters, 0.98% by property managers, 0.48% by owners, and 0.20% by rent-free occupants. Among vacant units, 3.68% were available for rent and 1.53% were not available for rent. See Exhibit 1 Table 3 and Figure 1 for more information. Unit Diversity The registered rental stock is predominantly composed of smaller units. Studios and one-bedroom units together account for 58.89% of all registered units. Two-bedroom units represent another 35.14%. Units with three or more bedrooms constitute 5.97% of the inventory. See the summary table below or Exhibit 1 Table 4 and Figure 2 for more information. Unit Type Avg. Size (sq ft)Units % of Total Age of Building Stock The registered rental stock spans buildings constructed from 1893 through 2022. Nearly half of all registered units (3,790 units; 49.52%) were built between 1960 and 1979, and nearly three fourths of registered units were built before 1980 (5,701 units; 74.49%). Only 1,203 registered units (15.72%) are in buildings constructed after 2000. See Exhibit 1 Figure 3 for more information. Properties that are 15 years old or newer are exempt from the rent stabilization provisions of the California Tenant Protection Act of 2019 (TPA). Amenities, Services, and Auto Parking Among the most commonly included amenities for renter-occupied units were outdoor common space (4,010 units), bicycle parking (3,853 units), laundry (3,650 units), and pool/spa access (3,073 Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 14  Packet Pg. 73 of 100  Page 3 units). Utilities included in rent varied: refuse/recycling was included for 2,953 units, water for 2,916, and sewer for 2,233. Internet (347 units) and cable (370 units) were rarely included. EV charging was available for 924 units. See Exhibit 1 Figure 4 for more information. Parking was included in rent for 6,932 units (90.58%). An additional 231 units (3.28%) had parking available for an additional fee and 410 units (6.14%) had no onsite parking offered. See Exhibit 1 Figure 5 for more information. Stability and Turnover Over half of current renters (3,834 units; 53.73%) started their tenancy within three years of the April 2025 registration close. The next largest group (1,283 units; 17.98%) had tenures exceeding 10 years. Approximately 300 renter households (4.21%) have lived in their units for over 20 years. See Exhibit 1 Figure 6 for more information. The most common lease arrangement was a one-year lease (66.63%), followed by month-to- month leases (28.44%). Under Palo Alto Municipal Code Chapter 9.68.030, all landlords must offer a one-year lease term in writing, but renters or potential renters may decline this offer in favor of a shorter, negotiated lease term (such as month-to-month). Rental Discounts and Incentives Of 7,127 renter-occupied units, 3,889 (54.57%) were market rate units without formal market adjustments. The remaining 3,238 (45.43%) renter-occupied units received some kind of market adjustment. Specifically, 981 units (13.76%) were deed-restricted, 554 units (7.77%) were deed- restricted with rental assistance or subsidies, 418 units (5.87%) had rental assistance or subsidies, and 1,285 units (18.03%) were market rate but with other rent discount or incentive, such as a rent concession during the course of the lease term or an employee housing rate. See Exhibit 1 Table 5, Figure 8, and Table 6 for more information. Rents for Market Rate Units Rent data can be reported in aggregate for market rate studio, 1-, 2-, and 3- bedroom units. Rent data for 4- and 5-bedroom units are known but excluded from aggregate reporting due to few and potentially identifiable numbers. See Exhibit 1 Table 4, Table 5, and Table 6 for more information. Median monthly rents for non-discounted market rate units were as follows: Unit Type Median Rent 25th Percentile 75th Percentile Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 15  Packet Pg. 74 of 100  Page 4 3-Bedroom $4,495 $3,993 $4,993 Rent Increases for Market Rate Units and Market Rate Units with Other Rent Discounts Among the 5,174 market rate units or market rate units with other rent discounts included in rent increase analysis, almost half of units (2,470 units; 47.64%) reported no change in rent between October 2022 and April 2025, including units with renters who had been in their unit for less than one year. Another group of units (787 units; 15.21%) reported no rent increase over an even longer timeframe, such as since before October 2022 or even beyond five years prior to open registration. Approximately one-third of units (1,685 units; 32.57%) reported a rent increase between October 2022 and April 2025. A small number of units (204 units, 3.94%) reported their last rent increase in the more distant past, since before October 2022 and even beyond five years prior to open registration. Of the 5,174 units included in the rent increase analysis, only approximately one quarter of renters (1,323 units; 25.57%) experienced a rent increase of between 0%-and 5% and approximately one tenth of renters (566 units; 10.94%) experienced a rent increase above 5%. A very small percentage, accounting for 3 units in total, reported a rent decrease instead of a rent increase. See Exhibit 1 Figure 9 and Table 7 for more information. Some reported rent increases may exceed Tenant Protection Act of 2019 (TPA) limits (5% plus local CPI, or 10%, whichever is lower). However, the program data notes that caution is warranted in interpreting these figures: the TPA does not apply to all units, allowable percentages vary year to year, and some data entry errors may remain in this initial round of self-reported information. Additionally, it is likely that some of the larger recent rent increases reported in Program Year 1 were associated with a change in tenancy, which is allowed under the TPA; however, change in tenancy data was not collected during Program Year 1. Staff introduced an occupancy/tenancy change reporting form in Program Year 2 to better understand the nature of reported rent increases going forward. Geographic Distribution Most registered rental units were located within a half-mile of a commercial area (88.1%) and a public park (77.6%). The majority of units (59.5%) were within a half-mile of a public school and were within 500 feet of an arterial road (62.2%). Proximity to transit was lower: 27.4% of units were within a half-mile of a Caltrain station and 33.0% were within a half-mile of a major bus stop. Program Administration and Implementation Notes Data Quality The initial property inventory relied on Santa Clara County Assessor data. Staff identified minor unit count discrepancies on approximately 30% of properties, which were resolved through Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 16  Packet Pg. 75 of 100  Page 5 systematic verification during registration review. Property owners and property managers reliably reported accurate unit counts with no instances of over- or underreporting identified. Property Inventory Refinement The initial inventory methodology did not capture all 3+ unit rental properties. Staff identified additional properties, primarily smaller rental properties and those in non-residential zoning districts, estimated at approximately 852 units across roughly 229 properties. These have been added to the inventory for Program Year 2. Registration Clarifications During implementation, staff clarified several registration requirements. Properties with three or more units where the owner or manager occupied some units were still required to register. Condominiums where a single owner holds three or more units and rents at least two were also included. Units lacking independent cooking, bathing, or sleeping facilities (such as certain Junior Accessory Dwelling Units) and units in hospitals, skilled nursing facilities, or continuing care retirement communities were determined not to require registration. Senior housing presented particular complexity. Some units, while residential in form, either shared core living facilities or included individualized healthcare services in their rates. These were exempted through a City-administered affidavit verification process. Registration Fees Program Year 1 registration fees were waived by City Council direction. For Program Year 2, City Council approved a registration fee of $35.00 per unit, with exemptions for owner-occupied units and units on 100% affordable housing properties. Staff has received feedback from property owners that the Palo Alto rental market is price-sensitive and that the fee, combined with other rising costs, may be impactful. Event-Based Reporting In addition to annual registration, the program requires property owners to report certain events as they occur: rent increases, notices to quit, unlawful detainers, and evictions. Rent increases are the most frequently reported event. Some property owners expressed unfamiliarity with these requirements, and staff received complaints questioning the need for event-based reporting. In response, staff released improved reporting forms, clearer rent increase reporting, and a new optional rent decrease form. Looking Ahead: Program Year 2 Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 17  Packet Pg. 76 of 100  Page 6 Program Year 2 (FY 2025–2026) registration opened on October 1, 2025, with the annual open registration period running through January 15, 2026. The City extended a grace period through February 16, 2026 and is presently preparing to send administrative citations to unregistered properties. The program continues to focus on properties with three or more units. Program Year 2 incorporated the 16 properties previously exempted due to recent property sales (148–162 units), as well as the approximately 229 additional properties (~852 units) identified through improved inventory methodology during Program Year 1, and two newly constructed properties (160 units). City Council previously directed staff to evaluate potential expansion of the program to all rental properties, including single-family homes and properties with two or fewer units. The American Community Survey estimates approximately 4,305 rental units on such properties, with an estimated 4,116 being single-family residences. Staff has noted that expansion at this scale would represent a more than 600% increase in the number of property owners requiring coordination and would require additional staffing. Based on FY 2025–2026 budget discussions, no additional staffing was requested, and Program Year 2 has proceeded without this expansion. As the Rental Registry Program’s online portal retains baseline registration information from Program Year 1, staff anticipate a less time-intensive update process for returning participants, though learning the new fee payment module will be part of the Year 2 experience. Attachments Exhibit 1: Program Year 1 (FY 2024-2025) Supplemental Program Data Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 18  Packet Pg. 77 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 1 Exhibit 1 CITY OF PALO ALTO RENTAL REGISTRY PROGRAM PROGRAM YEAR 1 (FY 2024-2025) SUPPLEMENTAL PROGRAM DATA October 30, 2025 Planning & Development Services Department Rental Registry Program rentalregistry@paloalto.gov Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 19  Packet Pg. 78 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 2 Property Inventory and Registration Status Table 1: Rental Registry Program - Program Year 1 Property Registration Status (as of April 6, 2025) Registration Status Number of Properties Number of Units Properties in Completed Registration Status 414 Properties (95.4%) 7,653 units (97.9%) Properties in Open Registration Status/Payment Pending 4 Properties (0.9%) Properties Exempted from Program Year 1 Registration Requirement 16 Properties (3.7%)* 148 Units (1.9%)* Total Number of Properties in RRP Requiring Program Year 1 Registration 434 Properties 7,821 Units Additional Property Disposition Information Properties Vetted/Removed from Program Year 1 Property Inventory 6 Properties** N/A Properties Retained in RRP for Recordkeeping Purposes, but Not Registration 26 Properties*** N/A Properties/Units Added for Program Year 2 ~229 Properties**** ~852 Units**** Properties/Units Added for Program Year 2 due to New Construction/Occupancy Notes: • The anticipated number of rental units in Palo Alto on rental properties with 3+ units (8,673 units) exceeds the American Community Survey estimates (7,545 units), which would be verified at the close of Program Year 2. • *These properties were exempted from the Program Year 1 registration requirement because property owners did not receive critical registration notice letters because of incorrect contact information due to recent property sales. Registration of these 16 properties will be required in Program Year 2. The estimated total unit count for these properties ranges from 148 units to 162 units and will be confirmed at Program Year 2 registration. • **These properties were found to be either residential non-rental/entirely owner occupied (3 properties) or commercial property (3 properties). • ***These properties are retained in the Rental Registry Program property inventory for administrative/recordkeeping purposes, but not for registration in Program Year 1 or Program Year 2. These properties are retained because they were either rental properties with two or fewer units (18 Properties) or properties with one or more units as part of a hospital, extended medical care facility, skilled nursing facility, health facility, or continuing care retirement community (8 Properties). • ****The unit count for these properties is estimated at ~852 units across ~229 properties. Table 2: American Community Survey (ACS) Distribution Estimate of Palo Alto Rental Households by Rental Unit Property Type Mobile Home Boat, RV, Van, etc. Single Family Detached Single Family Attached Duplex Triplex and Fourplex Small Sized Rental Property (5 to 9 Units) Medium Sized Rental Property (10 to 19 Units) Medium Sized Rental Property (20 to 49 Units) Large Sized Rental Property (50 or More Units) Total # of Units 89 0 3,289 827 189 715 1,343 1,234 1,621 2,632 11,939 % of Total Units 0.75% 0% 27.55% 6.93% 1.58% 5.99% 11.25% 10.34% 13.58% 22.05% 100% Source: U.S. Census Bureau, 2019-2023 American Community Survey 5-Year Estimates Table, B25032 Tenure by Units in Structure: https://data.census.gov/table/ACSDT5Y2023.B25032?g=160XX00US0655282. Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 20  Packet Pg. 79 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 3 Occupancy and Vacancy Rates Table 3: Program Year 1 Occupancy Rate and Vacancy Rate by Occupancy Type (7,653 Registered Units) Occupant Type Number of Units Percentage Combined Percentages Occupied by Owner 37 0.48% Occupancy Rate 94.79% Occupied by Property Manager 75 0.98% Occupied by Renter 7,127 93.13% Occupied by Rent-Free Occupant 15 0.20% Vacant - Available for Rent 282 3.68% Vacancy Rate 5.21% Vacant - Not Available for Rent 117 1.53% TOTAL 7,653 100.00% Figure 1: Program Year 1 Unit Vacancies by Number of Bedrooms in Unit (399 Registered Units) Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 21  Packet Pg. 80 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 4 Unit Diversity Table 4: Program Year 1 Rental Units by Number of Bedrooms (7,653 Registered Units) Unit Type Average Size (sq ft) Number of Units Percentage of Units Studio ±500 1,197 15.64% 1-Bedroom 2-Bedroom 3-Bedroom 4+-Bedroom +1,500 29 0.38% TOTAL N/A 7,653 N/A Figure 2: Program Year 1 Comparison Between Unit Size and Number of Bedrooms in Unit (7,653 Registered Units) 0 1000 2000 3000 4000 5000 6000 7000 8000 9000 0 1 2 3 4 5 Si z e o f U n i t ( S q F t ) Number of Bedrooms in Unit Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 22  Packet Pg. 81 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 5 Age of Building Stock Figure 3: Program Year 1 Number of Registered Rental Units Built by Decade (7,653 Registered Units) Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 23  Packet Pg. 82 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 6 Amenities and Services Figure 4: Program Year 1 Amenities/Services Included in Rent for Renter Occupied Units (7,127 Registered Units) 347 370 2953 2916 2233 982 1036 1562 3650 1459 3853 924 2761 3073 4010 2432 853 0 500 1000 1500 2000 2500 3000 3500 4000 4500 Internet Cable Refuse/Recycling Water Sewer Natural Gas Electricity Outdoor Private Space Laundry Storage Bicycle Parking EV Charging Gym Pool/Spa Outdoor Common Space Indoor Common Space Community Kitchen Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 24  Packet Pg. 83 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 7 Auto Parking Figure 5: Program Year 1 Auto Parking Availability for Rental Units (7,653 Registered Units) Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 25  Packet Pg. 84 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 8 Stability and Turnover Figure 6: Program Year 1 Tenure Length for Renters (7,136 Registered Units) Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 26  Packet Pg. 85 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 9 Figure 7: Program Year 1 Lease Lengths for Renter Occupied Units (7,127 Registered Units) Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 27  Packet Pg. 86 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 10 Occupancy of Market Rate Units and Units with Market Adjustments Table 5: Program Year 1 Distribution of Market Rate Rental Units Versus Units with Market Adjustments by Occupancy Type (7,653 Registered Units) Occupancy Type Market Rate Units Market Rate Units with Other Rent Discount Deed Restricted Units Deed Restricted Units with Rental Assistance/ Subsidy Units with Rental Assistance/ Subsidy Other/ Unknown if Market Rate Total Occupied by Owner - - - - - 37 37 46 10 15 1 3 - 75 Occupied by Renter 3,889 1,285 981 554 418 - 7,127 12 1 2 - 15 Vacant - Available for Rent 22 - 7 3 1 249 282 6 - - - 3 108 117 TOTAL 3,963 1,307 1,003 559 427 394 7,653 Notes: • Some market rate rental units do not have any rent discounts, whereas others do have some sort of rent discount. Examples of rent discounts in Program Year 1 data include: o rent concessions, such as a free month during the lease term; o lower rent rates offered to employees; or o informal rent discounts, such as a lower rent rate for a family friend or for helping with property maintenance tasks. • Market rate adjustments include deed-restrictions so that the unit is offered at below the market rate rent at a specified percentage level of area median income. • Other market adjustments include a unit having some form of subsidy or rental assistance, such as a utility allowance or a Section 8 voucher to cover the difference between what a renter could afford and the market rent for the unit. Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 28  Packet Pg. 87 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 11 Figure 8: Program Year 1 Distribution of Market Rate Rental Units Versus Units with Market Adjustments by Number of Bedrooms in Unit (7,105 Registered Units) Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 29  Packet Pg. 88 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 12 Rents for Market Rate Units Table 6: Program Year 1 Median Monthly Rent for Market Rate Units by Number of Bedrooms in Unit (5,164 Registered Units) Number of Bedrooms in Unit Unit Rent Type Number of Units Median Q1 (25th %) Q3 (75th %) IQR (Inter-quartile Range) Min Max Avg Stnd Dev Studio Market Rate Unit 338 $2,095 $1,895 $2,395 $500 $0 $3,825 $2,176 483 Market Rate Unit with Other Rent 118 $2,223 $2,064 $2,334 $271 $1,590 $3,453 $2,283 449 1 Market Rate Unit 1911 $2,600 $2,300 $3,000 $700 $0 $100,120 $2,757 2311 Market Rate Unit with Other Rent 547 $2,800 $2,565 $3,330 $765 $1,000 $5,800 $2,971 575 2 Market Rate Unit 1463 $3,295 $2,895 $3,846 $951 $400 $398,508 $3,738 10373 Market Rate Unit with Other Rent 573 $3,531 $3,291 $4,300 $1,009 $1,630 $6,138 $3,815 672 3 Market Rate Unit 167 $4,495 $3,993 $4,993 $1,000 $1,685 $18,000 $4,862 2265 Market Rate Unit with Other Rent 47 $5,024 $4,929 $5,120 $191 $2,262 $6,694 $4,914 789 Notes: • Number of Units is the total number of units included in this group (based on bedroom count and rent type). This tells us how large the sample size is — the bigger the number, the more reliable the rent statistics. • Median is the "middle" rent value — half of the units rent for less than this amount, and half rent for more. This is often the most accurate reflection of typical rent because it isn’t skewed by outliers. • Q1 (25th Percentile) shows that a quarter of the units rent for less than this amount. This shows the lower end of the rent range. • Q3 (75th Percentile) shows that a quarter of units rent for more than this amount. This shows the upper end of the typical rent range. • IQR (Interquartile Range) shows the range between Q1 and Q3 — it shows where the middle 50% of rents fall. A smaller IQR means rents are more consistent. A larger IQR suggests wider variability in rent pricing. • Minimum is the lowest rent reported, which may sometimes reflect data errors (like a typo or missing zero). It is to be used as a flag, not a benchmark. • Maximum is the highest rent reported. Like the minimum, maximum may include typos or unusually high figures, which can skew the average — so it's important to view this in context with the median and IQR. • Average is the total of all rents divided by the number of units. While average gives a general sense of rent levels, it is sensitive to data errors or extreme values (too high or too low). • Standard Deviation is a measure of how much rent values vary from the average. A low number means most rents are similar; a high number means there’s a lot of variation — which could reflect different unit sizes, locations, or data errors. Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 30  Packet Pg. 89 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 13 Rent Increases for Market Rate Units Figure 9: Program Year 1 Number of Market Rate Units Reported with No Change in Rent by Unit Tenure Length (3,254 Registered Units) Notes: • 3,254 units included in analysis; excludes units with rent decreases and date of last increase reporting errors 1277 802 352 184 116 52 56 47 55 37 276 0 200 400 600 800 1000 1200 1400 1 year or less >1 to 2 years >2 to 3 years >3 to 4 years >4 to 5 years >5 to 6 years >6 to 7 years >7 to 8 years >8 to 9 years >9 to 10 years Over 10 years Number of Units with No Change in Rent Un i t T e n u r e L e n g t h Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 31  Packet Pg. 90 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 14 Table 7: Program Year 1 Frequency of Rent Increases and Rent Increase Percentage for Market Rate Units (5,174 Registered Units) Rent Increase Percentage Rent Increase Timeframe Date of Last Rent Increase Rent Increase Reporting Error Rent Decrease No Change 0% and 1% 1% and 2% 2% and 3% 3% and 4% 4% and 5% 5% and 6% 6% and 7% 7% and 8% 8% and 9% 9% and 10% Over 10% Grand Total Between October 2022 and April 6, 2025 (October 1, 2024 – April 6, 2025) 3 1 641 28 59 102 100 105 62 20 21 40 6 20 1,208 Prior to Open Registration 8 0 1039 21 86 110 122 103 58 28 16 13 23 11 1,638 Prior to Open Registration 4 1 430 13 36 49 71 90 44 17 5 6 11 8 785 Prior to Open Registration 0 0 249 7 15 11 20 27 15 6 8 8 11 1 378 Prior to Open Registration 0 0 111 3 4 8 5 14 10 1 1 1 5 0 163 Before October 2022 Prior to Open Registration 0 0 181 1 1 5 11 13 5 0 3 7 4 2 233 Prior to Open Registration 0 0 61 0 0 2 1 0 6 2 2 1 0 1 76 Prior to Open Registration 0 0 59 1 0 0 0 1 0 0 0 0 0 0 61 Prior to Open Registration 0 1 49 1 0 0 1 1 0 0 1 1 0 0 55 Prior to Open Registration 0 0 38 0 1 0 1 2 0 0 1 0 0 1 44 Prior to Open Registration 1 0 29 1 7 5 11 4 4 1 3 0 0 2 68 Prior to Open Registration 2 0 370 0 6 8 10 19 24 5 2 0 6 6 458 Date of Last Rent Increase Reporting Error 0 0 5 0 0 0 0 1 0 1 0 0 0 0 7 Grand Total 18 3 3,262 76 215 300 353 380 228 81 63 77 66 52 5,174 Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 32  Packet Pg. 91 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 15 Notes: • For Program Year 1 initial registration, the City asked for the current monthly rent for each unit, as well as the initial monthly rent (if known) and the date and amount of last rent increase. Consequently, the City was able to gather past rent increase information for Palo Alto rental units. • This analysis reflects rent increase information gathered between October 1, 2024, through the close of the open registration period on April 6, 2025. Initial findings are provided for studio, 1-bedroom, 2-bedroom, and 3-bedroom market rate units (5,164 units), both without and with some form of rent discount. • Reported dates of the last rent increase were sorted into the open registration period of October 1, 2024, through April 6, 2025, and otherwise in half year increments prior to the October 1, 2024, start of open registration. • The California Tenant Protection Act of 2019 (TPA; AB 1482) came into effect January 1, 2020, during the timeframe included in this analysis. Units regulated by TPA are limited to annual rent increases of no more than 5% + local CPI (CPI = inflation rate), or 10%, whichever is lower. Properties that are 15 years old or newer are exempt from the rent stabilization provisions in TPA. • Program Year 1 information shows possibility of some rent increases exceeding 5% + local CPI. However, caution is recommended for interpreting this Program Year 1 information for at least the following reasons: o TPA does not apply to all residential rental units; o Allowable rent increase percentages vary from year to year; o TPA does not apply when a rent increase is associated with a change in occupancy; o Staff were able to filter out clear errors, but other data entry errors might remain; and o Future reporting may correct data entry errors. Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 33  Packet Pg. 92 of 100  -2025) SUPPLEMENTAL PROGRAM DATA 16 Geographic Distribution Figure 10: Program Year 1 Registered Rental Unit Locations (7,653 Registered Units) Table 8: Program Year 1 Proximity of Registered Units to Special Features (7,653 Registered Units) Feature Number of Registered Units within Proximity Number of Registered Units not in Proximity Public schools (1/2-mile radius) 4,553 units (59.5%) 3,100 units (40.5%) Public parks (1/2-mile radius) 5,935 units (77.6%) 1,718 units (22.4%) Caltrain stations (1/2-mile radius) 2,100 units (27.4%) 5,553 units (72.6%) Major bus stops (1/2-mile radius; include VTA, SamTrans, 2,528 units (33.0%) 5,125 units (67.0%) Commercial Areas (1/2-mile radius) (Only if Possible) 6,744 units (88.1%) 909 units (11.9%) Arterials (500 foot radius) 4,760 units (62.2%) 2,893 units (37.8%) Item 3 Attachment A - Program Year 1 (FY 2024-2025) Summary Report        Item 3: Staff Report Pg. 34  Packet Pg. 93 of 100  Policy & Services Committee Staff Report From: City Manager Report Type: ACTION ITEMS Lead Department: City Auditor Meeting Date: March 10, 2026 Report #:2603-6084 TITLE Recommend Approval of New Task Order 4.42 - Flock Safety Assessment for Inclusion in the City Auditor's FY 2026 Audit Plan and Amend FY 2026 Task Order budgets to Support this New Task Order with a Net Zero Financial Impact; CEQA – Not a project RECOMMENDATION The Office of the City Auditor recommends the Policy & Services Committee (P&S) recommend City Council approve a new Task Order 4.42 - Flock Safety Assessment for inclusion in the City Auditor's FY 2026 Audit Plan. The Office of the City Auditor recommends P&S approve the following actions to fund the proposed new task order: • • Task Order 4.40 – Contract Solicitation and Authority Levels Advisory Project which was reported to P&S in • Task 6 – Evaluation & Benchmarking Task Order 4.42 – Flock Safety Assessment Total $30,000 BACKGROUND The City entered into a three-year contract 1 with Flock Safety in 2023 for Automated License Plate Recognition (ALPR) implementation services to install and maintain twenty ALPR cameras 1 City Council, April 3, 2023; Agenda Item #: 11; Staff Report #: 2301-0741, https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=82232&dbid=0&repo=PaloAlto&searchid=98d1813 d-4a86-41b4-a85b-8035a8722846 Item AA1 Item AA1 Staff Report        Item AA1: Staff Report Pg. 1  Packet Pg. 94 of 100  at locations identified by the Palo Alto Police Department. Ten additional cameras were added via a contract amendment2 in 2024. The City has requested the City Auditor conduct an assessment of Flock Safety given recent concerns about the security of the City’s data within Flock Safety’s system. The City outsourced its City Auditor function to Baker Tilly in 20203. Through the process of reviewing the City’s request for Flock Safety assessment services, Baker Tilly identified that Flock Safety became a client of the firm in 2024. Baker Tilly provided Flock Safety with ISO 27001, 27701, 42001, 27017, 27018 Certifications audit services and SOC 2 Type II Examination services in 2025. ISO/IEC 27001:2022 certification is a globally recognized standard that establishes requirements for implementing, maintaining and continually improving an agency’s information security management system, Privacy and AI. SOC 2 Type II examinations provide assurance that a company’s system adheres to criteria prescribed by the AICPA related to security, availability, processing integrity, confidentiality and privacy as selected by the client. The proposed Flock Safety Assessment, conducted by the City Auditor’s Office, would look at Flock Safety’s operational controls that interface with and/or impact Flock’s client-facing policies, procedures and security controls as they relate to the processes for roll-out and control of user settings around data sharing in alignment with the City of Palo Alto’s contract. ANALYSIS The objectives of this assessment are to review Flock’s system for the appropriate policies, procedures and controls to ensure City information and data is secure and confidential. Assessment areas include, but are not limited to, the following: • IT Security/Governance – compliance with customer regulatory and data privacy requirements • Source Code Review – process for introducing system releases/updates • System Infrastructure – assess Flock cloud environment for security and monitoring • Access Management – expected controls and data security including access management policies and procedures • System Interfaces – assess internal/external systems interface and security • Change/Configuration Management – assess processes for developing, implementing, and testing changes to the Flock ALPR system as well as access controls for monitoring system changes to ensure appropriate authorization 2 City Council, December 2, 2024; Agenda Item #: 11; Staff Report #: 2408-3360, https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=83107&dbid=0&repo=PaloAlto&searchid=7b6b82d 0-6e91-40f8-819c-f028c5036c77 3 City Council, September 28, 2020; Agenda Item #: 11; Staff Report #: 11624, https://recordsportal.paloalto.gov/WebLink/DocView.aspx?id=80939&dbid=0&repo=PaloAlto&searchid=835258ae -7722-4c0b-985b-ec3289ab3b3c Item AA1 Item AA1 Staff Report        Item AA1: Staff Report Pg. 2  Packet Pg. 95 of 100  Please see the attached Task Order and Scope of Work for a full list of audit activities proposed for this assessment. In addition, both the City of Palo Alto and Flock Safety will need to agree to a conflict-of- interest waiver in order for work on this task order to proceed because Baker Tilly provides services to both the City and Flock. The City Attorney’s Office is currently reviewing this waiver. Please note that the City and Flock Safety are served by independent teams at Baker Tilly. FISCAL/RESOURCE IMPACT The proposed engagement will have a net zero impact on the City Auditor’s contracted budget for FY 2026 as we will be using unspent funds and funds specifically earmarked for ad hoc projects such as this. STAKEHOLDER ENGAGEMENT The City Auditor consulted with the Palo Alto Police Department and City Manager’s Office as well as representatives from Flock Safety to discuss the parameters of the project. ENVIRONMENTAL REVIEW Council action on this item is not a project as defined by CEQA because the audit activities do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. CEQA Guidelines section 15378(b)(4). Council action on this item is not a project as defined by CEQA because the audit activities do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. CEQA Guidelines section 15378(b)(4). ATTACHMENTS Attachment A: Task Order 4.42 Flock Safety Assessment & Scope of Work APPROVED BY: Kate Murdock, City Auditor Item AA1 Item AA1 Staff Report        Item AA1: Staff Report Pg. 3  Packet Pg. 96 of 100  1 0 8 0 2 PROFESSIONAL SERVICES TASK ORDER Consultant shall perform the Services detailed below in accordance with all the terms and conditions of the Agreement referenced in Item 1A below. All exhibits referenced in Item 8 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) 1A. MASTER AGREEMENT NO. (MAY BE SAME AS CONTRACT / P.O. NO. ABOVE): C21179340 1B. TASK ORDER NO.: FY26-4.42 2. CONSULTANT NAME: Baker Tilly Advisory Group, LP 3. PERIOD OF PERFORMANCE: START: March 1, 2026 COMPLETION: June 30, 2026 4. TOTAL TASK ORDER PRICE: $30,000 BALANCE REMAINING IN MASTER AGREEMENT/CONTRACT TBD 5. BUDGET CODE_______________ COST CENTER________________ COST ELEMENT______________ WBS/CIP__________ PHASE__________ 6. CITY PROJECT MANAGER’S NAME & DEPARTMENT: 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 BY:____________________________________ Name __________________________________ Title___________________________________ Date ___________________________________ I hereby acknowledge receipt and acceptance of this Task Order and warrant that I have authority to sign on behalf of Consultant. APPROVED: COMPANY NAME: Baker Tilly Advisory Group, LP BY:____________________________________ Name __________________________________ Title___________________________________ Date ___________________________________ Item AA1 Attachment A - Task Order 4.42 Flock Safety Assessment & Scope of Work        Item AA1: Staff Report Pg. 4  Packet Pg. 97 of 100  1 0 8 0 2 Attachment A Introduction 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 Step 1: Assessment Planning Step 2: Fieldwork and Testing Step 3: Reporting Step 1 – Assessment Planning Gather information to understand the environment under review o Understand the environment under assessment o Assess the City code, regulations, and other standards and expectations o Assess prior audit results, as applicable o Assess additional documentation and conduct interviews as necessary Prepare an assessment program o Refine assessment o objectives and scope o Identify the procedures to be performed and the evidence to be obtained and examined Announce the initiation of the assessment and kick-off meeting with key stakeholders o Discuss assessment objectives, scope, process, timing, resources, and expectations o Discuss documentation and interview requests for the audit Step 2 – Fieldwork and Testing Item AA1 Attachment A - Task Order 4.42 Flock Safety Assessment & Scope of Work        Item AA1: Staff Report Pg. 5  Packet Pg. 98 of 100  1 0 8 0 2 a. Assess how the Flock ALPR cloud environment is secured and monitored to protect Palo Alto data 4. Access Management (Application and Database Layers) a. Assess User Access Management process b. Assess Vendor Access Management process c. Assess User Access Review process d. Asses User activity monitoring i. Potentially test a sample of data entries that may have been impacted by the enabling of the global license plate search feature, to see if any of the data was accessed during the time period that the feature was enabled. 5. System Interfaces a. Assess security controls around internal/external systems that may interface with the Flock ALPR system (e.g., data encryption, data transferred between systems, monitoring of activity, controls to prevent data leakage, etc.) 6. Change/Configuration Management a. Asses process for requesting, developing, implementing, and testing changes to the Flock ALPR system features and/or configurations. b. Assess controls for monitoring and reviewing system configuration changes, to ensure they are authorized. c. Assess whether any system alerts are sent out to authorized individuals, if changes are made to the system, including changes to configurations. d. Assess process for communication to Flock ALPR System customers of any new releases/features and/or functionality changes (e.g., Release Notes). Step 3 – Reporting In Step 3, the project team will perform tasks necessary to finalize audit working papers, prepare and review a draft report with stakeholders, and submit a final report for management response. Tasks include: Developing findings, conclusions, and recommendations based on the supporting evidence gathered Validating findings with appropriate individuals and discuss the root cause of the identified findings Complete supervisory review of working papers and a draft audit report Distribute a draft audit report and conduct a closing meeting with key stakeholders o Discuss the audit results, findings, conclusions, and recommendations o Discuss management responses Obtain written management responses and finalize a report Review report with members of City Council and/or the appropriate Council Committee Deliverables: The following deliverables will be prepared as part of this engagement: Audit Report Policy & Services Committee Audit Report Presentation Schedule of Performance Anticipated Start Date: March 1, 2026 Anticipated End Date: June 30, 2026 Item AA1 Attachment A - Task Order 4.42 Flock Safety Assessment & Scope of Work        Item AA1: Staff Report Pg. 6  Packet Pg. 99 of 100  1 0 8 0 2 Maximum Compensation Amount and Rate Schedule The not-to-exceed maximum, inclusive of reimbursable expenses (as summarized below) for this Task is $30,000. The not-to-exceed budget is based on an estimate of 105 total project hours, of which a minimum of 5 are estimated to be completed by the City Auditor. We plan to complete all fieldwork steps for this audit remotely and do not anticipate any on-site work. Item AA1 Attachment A - Task Order 4.42 Flock Safety Assessment & Scope of Work        Item AA1: Staff Report Pg. 7  Packet Pg. 100 of 100