Cupertino City Council
May 19, 2026

SIGNED:
________
Kitty Moore, Mayor
City of Cupertino
________________________
Date
ATTEST:
________
Lauren Sapudar, City Clerk
________________________
Date
905
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Exhibit A
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Budget Transfers as of March 31, 2026 Attachment C
GL Account Description Amount
100‐12‐633 700‐702 ‐ Contract Services General Service Agreement Reorg transfer revenue PR back to CMO 60,000 100‐65‐633 700‐702 ‐ Contract Services General Service Agreement Reorg transfer revenue PR back to CMO (60,000) ‐
100‐32‐308 600‐606 ‐ Materials Software AI Building Code Pilot Tool ‐ Fund reappropriation (5,000) 100‐32‐308 750‐284 ‐ Special Projects AI Building Code Pilot Tool AI Building Code Pilot Tool ‐ Fund reappropriation 5,000 ‐
100‐61‐605 500‐502 ‐ Employee Compensation Salaries Part Time Transfer Big Bunny 5K Budget and Revenue 946 100‐61‐605 501‐501 ‐ Employee Benefits PT Medicare Transfer Big Bunny 5K Budget and Revenue 14 100‐61‐605 501‐519 ‐ Employee Benefits PT PARS Transfer Big Bunny 5K Budget and Revenue 12 100‐61‐605 600‐602 ‐ Materials Printing and Duplication Transfer Big Bunny 5K Budget and Revenue 700 100‐61‐605 600‐604 ‐ Materials Postage Transfer Big Bunny 5K Budget and Revenue 800 100‐61‐605 600‐613 ‐ Materials General Supplies Transfer Big Bunny 5K Budget and Revenue 15,934 100‐61‐605 700‐702 ‐ Contract Services General Service Agreement Transfer Big Bunny 5K Budget and Revenue 2,400 100‐61‐605 700‐704 ‐ Contract Services Insurance Fees, Claims, Premiums Transfer Big Bunny 5K Budget and Revenue 2,250 100‐62‐640 500‐502 ‐ Employee Compensation Salaries Part Time Transfer Big Bunny 5K Budget and Revenue (946) 100‐62‐640 501‐501 ‐ Employee Benefits PT Medicare Transfer Big Bunny 5K Budget and Revenue (14) 100‐62‐640 501‐519 ‐ Employee Benefits PT PARS Transfer Big Bunny 5K Budget and Revenue (12) 100‐62‐640 600‐602 ‐ Materials Printing and Duplication Transfer Big Bunny 5K Budget and Revenue (700) 100‐62‐640 600‐604 ‐ Materials Postage Transfer Big Bunny 5K Budget and Revenue (800) 100‐62‐640 600‐613 ‐ Materials General Supplies Transfer Big Bunny 5K Budget and Revenue (15,934) 100‐62‐640 700‐702 ‐ Contract Services General Service Agreement Transfer Big Bunny 5K Budget and Revenue (2,400) 100‐62‐640 700‐704 ‐ Contract Services Insurance Fees, Claims, Premiums Transfer Big Bunny 5K Budget and Revenue (450) 100‐62‐640 700‐705 ‐ Contract Services Law Enforcement Services Transfer Big Bunny 5K Budget and Revenue (1,800) ‐
570‐63‐621 600‐608 ‐ Materials Sml Tools and Equipment Transfer Sports Center Gate budget to Fixed Asset account (26,818) 570‐63‐621 900‐945 ‐ Capital Outlay Fixed Asset Acquisition Transfer Sports Center Gate budget to Fixed Asset account 26,818 ‐
100‐32‐308 600‐606 ‐ Materials Software Microsoft Fabric with AI Foundry ‐ Fund reappropriation (22,000) 100‐32‐308 750‐283 ‐ Special Projects Expansion of Microsoft Fabric Microsoft Fabric with AI Foundry ‐ Fund reappropriation 22,000 ‐
100‐73‐714 600‐613 ‐ Materials General Supplies transferring to consolidate funds to record expense correctly (427) 100‐73‐715 600‐613 ‐ Materials General Supplies transferring to consolidate funds to record expense correctly (1,372) 100‐74‐202 600‐601 ‐ Materials General Office Supplies transferring to consolidate funds to record expense correctly (129) 100‐74‐202 600‐602 ‐ Materials Printing and Duplication transferring to consolidate funds to record expense correctly (120) 100‐74‐202 600‐608 ‐ Materials Sml Tools and Equipment transferring to consolidate funds to record expense correctly (250) 907
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Budget Transfers as of March 31, 2026 Attachment C
GL Account Description Amount
100‐74‐202 600‐611 ‐ Materials Uniforms/Safety Appar transferring to consolidate funds to record expense correctly (520) 100‐74‐202 600‐613 ‐ Materials General Supplies transferring to consolidate funds to record expense correctly 7,123 100‐74‐202 600‐629 ‐ Materials Conference and Training transferring to consolidate funds to record expense correctly (824) 100‐74‐202 719‐705 ‐ Contingencies Contingencies transferring to consolidate funds to record expense correctly (3,481) ‐
100‐84‐808 700‐702 ‐ Contract Services General Service Agreement Transfer vegetation management funds into one Grounds GL 813 (15,000) 100‐84‐811 700‐702 ‐ Contract Services General Service Agreement Transfer vegetation management funds into one Grounds GL 813 (30,000) 100‐84‐812 700‐702 ‐ Contract Services General Service Agreement Transfer vegetation management funds into one Grounds GL 813 (10,000) 100‐84‐813 700‐702 ‐ Contract Services General Service Agreement Transfer vegetation management funds into one Grounds GL 813 55,000 ‐
100‐12‐632 750‐227 ‐ Special Projects CWP Public Safety res/com areas Comm Outreach from P&R to CMO ‐ Block Leaders 9,700 100‐12‐633 750‐240 ‐ Special Projects MRC Rise OEM from P&R to CMO ‐ CalOES Grant 500,000 100‐65‐632 750‐227 ‐ Special Projects CWP Public Safety res/com areas Comm Outreach from P&R to CMO ‐ Block Leaders (9,700) 100‐65‐633 750‐240 ‐ Special Projects MRC Rise OEM from P&R to CMO ‐ CalOES Grant (500,000) ‐
100‐32‐308 600‐606 ‐ Materials Software Fund Transfer from Trees to IT, for Sonic Tomography procurement 25,000 100‐86‐825 900‐945 ‐ Capital Outlay Fixed Asset Acquisition Fund Transfer from Trees to IT, for Sonic Tomography procurement (25,000) ‐
100‐12‐126 600‐613 ‐ Materials General Supplies CREST/Comm Service Awards/70th Anniversary Budget Consolidation (7,338) 100‐12‐126 750‐277 ‐ Special Projects Cupertino 70th Anniversary Celeb CREST/Comm Service Awards/70th Anniversary Budget Consolidation 7,338 ‐
570‐63‐621 600‐613 ‐ Materials General Supplies Transfer maintenance of equipment funds from 600‐613 to 700‐703 (13,504) 570‐63‐621 700‐703 ‐ Contract Services Maintenance of Equipment Transfer maintenance of equipment funds from 600‐613 to 700‐703 13,504 ‐
100‐70‐700 600‐629 ‐ Materials Conference and Training txfr funds to pay for Planning Collaborative (8,000) 100‐71‐701 600‐629 ‐ Materials Conference and Training txfr funds to pay for Planning Collaborative (3,000) 100‐71‐702 700‐702 ‐ Contract Services General Service Agreement txfr funds to pay for Planning Collaborative 11,000 ‐
100‐11‐170 600‐629 ‐ Materials Conference and Training txfr training funds for Planning Commission 5,000 100‐71‐701 600‐629 ‐ Materials Conference and Training txfr training funds for Planning Commission (5,000) ‐
100‐15‐141 500‐501 ‐ Employee Compensation Salaries Full Time SMA 40% 141 TO 417 (56,858)100‐15‐141 501‐500 ‐ Employee Benefits Retirement System SMA 40% 141 TO 417 (13,742) 100‐15‐141 501‐502 ‐ Employee Benefits Pers 1959 Surv Empr SMA 40% 141 TO 417 (28) 100‐15‐141 501‐505 ‐ Employee Benefits Health Insurance SMA 40% 141 TO 417 (5,476) 908
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Budget Transfers as of March 31, 2026 Attachment C
GL Account Description Amount
100‐15‐141 501‐506 ‐ Employee Benefits Dental Insurance SMA 40% 141 TO 417 (608) 100‐15‐141 501‐507 ‐ Employee Benefits Medicare SMA 40% 141 TO 417 (824) 100‐15‐141 501‐508 ‐ Employee Benefits Life Insurance SMA 40% 141 TO 417 (288) 100‐15‐141 501‐509 ‐ Employee Benefits Long Term Disability SMA 40% 141 TO 417 (249) 100‐15‐141 501‐511 ‐ Employee Benefits Vision Insurance SMA 40% 141 TO 417 (71) 100‐15‐141 501‐513 ‐ Employee Benefits Rec Bucks SMA 40% 141 TO 417 (200) 100‐15‐141 700‐702 ‐ Contract Services General Service Agreement HR OUTSIDE LEGAL TO CAO 116,608 100‐15‐417 500‐501 ‐ Employee Compensation Salaries Full Time SMA 40% 141 TO 417 56,858 100‐15‐417 501‐500 ‐ Employee Benefits Retirement System SMA 40% 141 TO 417 13,742 100‐15‐417 501‐502 ‐ Employee Benefits Pers 1959 Surv Empr SMA 40% 141 TO 417 28 100‐15‐417 501‐505 ‐ Employee Benefits Health Insurance SMA 40% 141 TO 417 5,476 100‐15‐417 501‐506 ‐ Employee Benefits Dental Insurance SMA 40% 141 TO 417 608 100‐15‐417 501‐507 ‐ Employee Benefits Medicare SMA 40% 141 TO 417 824 100‐15‐417 501‐508 ‐ Employee Benefits Life Insurance SMA 40% 141 TO 417 288 100‐15‐417 501‐509 ‐ Employee Benefits Long Term Disability SMA 40% 141 TO 417 249 100‐15‐417 501‐511 ‐ Employee Benefits Vision Insurance SMA 40% 141 TO 417 71 100‐15‐417 501‐513 ‐ Employee Benefits Rec Bucks SMA 40% 141 TO 417 200 100‐15‐417 700‐704 ‐ Contract Services Insurance Fees, Claims, Premiums HR M&C INSURANCE ADMIN TO CAO 2,504,296 100‐15‐417 800‐801 ‐ Cost Allocation Equipment Reimbursement HR M&C INSURANCE ADMIN TO CAO 11 100‐15‐417 800‐802 ‐ Cost Allocation IT Reimbursement HR M&C INSURANCE ADMIN TO CAO 2,727 100‐16‐412 500‐501 ‐ Employee Compensation Salaries Full Time HR S&B INSURANCE ADMIN REORG 22,693100‐16‐412 500‐501 ‐ Employee Compensation Salaries Full Time HR S&B REORG TO CMO 809,729 100‐16‐412 500‐506 ‐ Employee Compensation Car Allowance HR S&B REORG TO CMO 720 100‐16‐412 501‐500 ‐ Employee Benefits Retirement System HR S&B INSURANCE ADMIN REORG 5,226 100‐16‐412 501‐500 ‐ Employee Benefits Retirement System HR S&B REORG TO CMO 186,183 100‐16‐412 501‐502 ‐ Employee Benefits Pers 1959 Surv Empr HR S&B INSURANCE ADMIN REORG 11 100‐16‐412 501‐502 ‐ Employee Benefits Pers 1959 Surv Empr HR S&B REORG TO CMO 338 100‐16‐412 501‐505 ‐ Employee Benefits Health Insurance HR S&B INSURANCE ADMIN REORG 2,465 100‐16‐412 501‐505 ‐ Employee Benefits Health Insurance HR S&B REORG TO CMO 87,484 100‐16‐412 501‐506 ‐ Employee Benefits Dental Insurance HR S&B INSURANCE ADMIN REORG 229 100‐16‐412 501‐506 ‐ Employee Benefits Dental Insurance HR S&B REORG TO CMO 7,379 100‐16‐412 501‐507 ‐ Employee Benefits Medicare HR S&B INSURANCE ADMIN REORG 312 100‐16‐412 501‐507 ‐ Employee Benefits Medicare HR S&B REORG TO CMO 11,091 100‐16‐412 501‐508 ‐ Employee Benefits Life Insurance HR S&B INSURANCE ADMIN REORG 108 100‐16‐412 501‐508 ‐ Employee Benefits Life Insurance HR S&B REORG TO CMO 3,492 909
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Budget Transfers as of March 31, 2026 Attachment C
GL Account Description Amount
100‐16‐412 501‐509 ‐ Employee Benefits Long Term Disability HR S&B INSURANCE ADMIN REORG 92 100‐16‐412 501‐509 ‐ Employee Benefits Long Term Disability HR S&B REORG TO CMO 2,933 100‐16‐412 501‐510 ‐ Employee Benefits Workers Compensation HR S&B INSURANCE ADMIN REORG 401 100‐16‐412 501‐510 ‐ Employee Benefits Workers Compensation HR S&B REORG TO CMO 12,969 100‐16‐412 501‐511 ‐ Employee Benefits Vision Insurance HR S&B INSURANCE ADMIN REORG 27 100‐16‐412 501‐511 ‐ Employee Benefits Vision Insurance HR S&B REORG TO CMO 870 100‐16‐412 501‐513 ‐ Employee Benefits Rec Bucks HR S&B INSURANCE ADMIN REORG 75 100‐16‐412 501‐513 ‐ Employee Benefits Rec Bucks HR S&B REORG TO CMO 2,425 100‐16‐412 600‐605 ‐ Materials Meeting Expenses HR M&C REORG TO CMO 496 100‐16‐412 600‐613 ‐ Materials General Supplies HR M&C REORG TO CMO 52,305 100‐16‐412 600‐629 ‐ Materials Conference and Training HR M&C REORG TO CMO 8,927 100‐16‐412 600‐635 ‐ Materials Special Departmental Exp HR M&C REORG TO CMO 41,576 100‐16‐412 600‐642 ‐ Materials Telphone and Data Services HR M&C REORG TO CMO 582 100‐16‐412 700‐701 ‐ Contract Services Training and Instruction HR M&C REORG TO CMO 43,283 100‐16‐412 700‐702 ‐ Contract Services General Service Agreement HR M&C REORG TO CMO‐LESS OUTSIDE LEGAL 97,325 100‐16‐412 800‐801 ‐ Cost Allocation Equipment Reimbursement HR COST ALL REORG TO CMO 372 100‐16‐412 800‐802 ‐ Cost Allocation IT Reimbursement HR COST ALL REORG TO CMO 88,172 100‐44‐412 500‐501 ‐ Employee Compensation Salaries Full Time HR S&B REORG TO CMO (809,729) 100‐44‐412 500‐506 ‐ Employee Compensation Car Allowance HR S&B REORG TO CMO (720) 100‐44‐412 501‐500 ‐ Employee Benefits Retirement System HR S&B REORG TO CMO (186,183) 100‐44‐412 501‐502 ‐ Employee Benefits Pers 1959 Surv Empr HR S&B REORG TO CMO (338) 100‐44‐412 501‐505 ‐ Employee Benefits Health Insurance HR S&B REORG TO CMO (87,484) 100‐44‐412 501‐506 ‐ Employee Benefits Dental Insurance HR S&B REORG TO CMO (7,379) 100‐44‐412 501‐507 ‐ Employee Benefits Medicare HR S&B REORG TO CMO (11,091) 100‐44‐412 501‐508 ‐ Employee Benefits Life Insurance HR S&B REORG TO CMO (3,492) 100‐44‐412 501‐509 ‐ Employee Benefits Long Term Disability HR S&B REORG TO CMO (2,933) 100‐44‐412 501‐510 ‐ Employee Benefits Workers Compensation HR S&B REORG TO CMO (12,969) 100‐44‐412 501‐511 ‐ Employee Benefits Vision Insurance HR S&B REORG TO CMO (870) 100‐44‐412 501‐513 ‐ Employee Benefits Rec Bucks HR S&B REORG TO CMO (2,425) 100‐44‐412 600‐605 ‐ Materials Meeting Expenses HR M&C REORG TO CMO (496) 100‐44‐412 600‐613 ‐ Materials General Supplies HR M&C REORG TO CMO (52,305) 100‐44‐412 600‐629 ‐ Materials Conference and Training HR M&C REORG TO CMO (8,927) 100‐44‐412 600‐635 ‐ Materials Special Departmental Exp HR M&C REORG TO CMO (41,576) 100‐44‐412 600‐642 ‐ Materials Telphone and Data Services HR M&C REORG TO CMO (582) 100‐44‐412 700‐701 ‐ Contract Services Training and Instruction HR M&C REORG TO CMO (43,283) 910
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Budget Transfers as of March 31, 2026 Attachment C
GL Account Description Amount
100‐44‐412 700‐702 ‐ Contract Services General Service Agreement HR M&C REORG TO CMO (213,933) 100‐44‐412 800‐801 ‐ Cost Allocation Equipment Reimbursement HR COST ALL REORG TO CMO (372) 100‐44‐412 800‐802 ‐ Cost Allocation IT Reimbursement HR COST ALL REORG TO CMO (88,172) 100‐44‐417 500‐501 ‐ Employee Compensation Salaries Full Time HR S&B INSURANCE ADMIN REORG (22,693) 100‐44‐417 501‐500 ‐ Employee Benefits Retirement System HR S&B INSURANCE ADMIN REORG (5,226) 100‐44‐417 501‐502 ‐ Employee Benefits Pers 1959 Surv Empr HR S&B INSURANCE ADMIN REORG (11) 100‐44‐417 501‐505 ‐ Employee Benefits Health Insurance HR S&B INSURANCE ADMIN REORG (2,465) 100‐44‐417 501‐506 ‐ Employee Benefits Dental Insurance HR S&B INSURANCE ADMIN REORG (229) 100‐44‐417 501‐507 ‐ Employee Benefits Medicare HR S&B INSURANCE ADMIN REORG (312) 100‐44‐417 501‐508 ‐ Employee Benefits Life Insurance HR S&B INSURANCE ADMIN REORG (108) 100‐44‐417 501‐509 ‐ Employee Benefits Long Term Disability HR S&B INSURANCE ADMIN REORG (92) 100‐44‐417 501‐510 ‐ Employee Benefits Workers Compensation HR S&B INSURANCE ADMIN REORG (401) 100‐44‐417 501‐511 ‐ Employee Benefits Vision Insurance HR S&B INSURANCE ADMIN REORG (27) 100‐44‐417 501‐513 ‐ Employee Benefits Rec Bucks HR S&B INSURANCE ADMIN REORG (75) 100‐44‐417 700‐704 ‐ Contract Services Insurance Fees, Claims, Premiums HR M&C INSURANCE ADMIN TO CAO (2,504,296) 100‐44‐417 800‐801 ‐ Cost Allocation Equipment Reimbursement HR M&C INSURANCE ADMIN TO CAO (11) 100‐44‐417 800‐802 ‐ Cost Allocation IT Reimbursement HR M&C INSURANCE ADMIN TO CAO (2,727) 620‐16‐418 500‐501 ‐ Employee Compensation Salaries Full Time HR S&B REORG TO CMO 33,015 620‐16‐418 501‐500 ‐ Employee Benefits Retirement System HR S&B REORG TO CMO 7,608 620‐16‐418 501‐502 ‐ Employee Benefits Pers 1959 Surv Empr HR S&B REORG TO CMO 14 620‐16‐418 501‐505 ‐ Employee Benefits Health Insurance HR S&B REORG TO CMO 2,054 620‐16‐418 501‐506 ‐ Employee Benefits Dental Insurance HR S&B REORG TO CMO 305 620‐16‐418 501‐507 ‐ Employee Benefits Medicare HR S&B REORG TO CMO 454 620‐16‐418 501‐508 ‐ Employee Benefits Life Insurance HR S&B REORG TO CMO 144 620‐16‐418 501‐509 ‐ Employee Benefits Long Term Disability HR S&B REORG TO CMO 125 620‐16‐418 501‐510 ‐ Employee Benefits Workers Compensation HR S&B REORG TO CMO 535 620‐16‐418 501‐511 ‐ Employee Benefits Vision Insurance HR S&B REORG TO CMO 36 620‐16‐418 501‐513 ‐ Employee Benefits Rec Bucks HR S&B REORG TO CMO 100 620‐16‐418 700‐704 ‐ Contract Services Insurance Fees, Claims, Premiums HR M&C REORG TO CMO 400,840 620‐16‐418 800‐801 ‐ Cost Allocation Equipment Reimbursement HR COST ALL REORG TO CMO 15 620‐16‐418 800‐802 ‐ Cost Allocation IT Reimbursement HR COST ALL REORG TO CMO 3,636 620‐16‐418 800‐806 ‐ Cost Allocation CM CAP Allocation HR COST ALL REORG TO CMO 5,358 620‐16‐418 800‐809 ‐ Cost Allocation City Clerk CAP Alloc HR COST ALL REORG TO CMO 1,030 620‐16‐418 800‐813 ‐ Cost Allocation Admin Serv CAP Allocation HR COST ALL REORG TO CMO 5,549 620‐16‐418 800‐814 ‐ Cost Allocation Finance CAP Alloc HR COST ALL REORG TO CMO 34,041 911
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Budget Transfers as of March 31, 2026 Attachment C
GL Account Description Amount
620‐16‐418 800‐815 ‐ Cost Allocation Human resources CAP Alloc HR COST ALL REORG TO CMO 1,449 620‐16‐418 800‐820 ‐ Cost Allocation Grounds Maintenance CAP HR COST ALL REORG TO CMO 131 620‐16‐418 800‐821 ‐ Cost Allocation Building Maintenance CAP HR COST ALL REORG TO CMO 1,242 620‐44‐418 500‐501 ‐ Employee Compensation Salaries Full Time HR S&B REORG TO CMO (33,015) 620‐44‐418 501‐500 ‐ Employee Benefits Retirement System HR S&B REORG TO CMO (7,608) 620‐44‐418 501‐502 ‐ Employee Benefits Pers 1959 Surv Empr HR S&B REORG TO CMO (14) 620‐44‐418 501‐505 ‐ Employee Benefits Health Insurance HR S&B REORG TO CMO (2,054) 620‐44‐418 501‐506 ‐ Employee Benefits Dental Insurance HR S&B REORG TO CMO (305) 620‐44‐418 501‐507 ‐ Employee Benefits Medicare HR S&B REORG TO CMO (454) 620‐44‐418 501‐508 ‐ Employee Benefits Life Insurance HR S&B REORG TO CMO (144) 620‐44‐418 501‐509 ‐ Employee Benefits Long Term Disability HR S&B REORG TO CMO (125) 620‐44‐418 501‐510 ‐ Employee Benefits Workers Compensation HR S&B REORG TO CMO (535) 620‐44‐418 501‐511 ‐ Employee Benefits Vision Insurance HR S&B REORG TO CMO (36) 620‐44‐418 501‐513 ‐ Employee Benefits Rec Bucks HR S&B REORG TO CMO (100) 620‐44‐418 700‐704 ‐ Contract Services Insurance Fees, Claims, Premiums HR M &C REORG TO CMO (400,840) 620‐44‐418 800‐801 ‐ Cost Allocation Equipment Reimbursement HR COST ALL REORG TO CMO (15) 620‐44‐418 800‐802 ‐ Cost Allocation IT Reimbursement HR COST ALL REORG TO CMO (3,636) 620‐44‐418 800‐806 ‐ Cost Allocation CM CAP Allocation HR COST ALL REORG TO CMO (5,358) 620‐44‐418 800‐809 ‐ Cost Allocation City Clerk CAP Alloc HR COST ALL REORG TO CMO (1,030) 620‐44‐418 800‐813 ‐ Cost Allocation Admin Serv CAP Allocation HR COST ALL REORG TO CMO (5,549) 620‐44‐418 800‐814 ‐ Cost Allocation Finance CAP Alloc HR COST ALL REORG TO CMO (34,041) 620‐44‐418 800‐815 ‐ Cost Allocation Human resources CAP Alloc HR COST ALL REORG TO CMO (1,449) 620‐44‐418 800‐820 ‐ Cost Allocation Grounds Maintenance CAP HR COST ALL REORG TO CMO (131) 620‐44‐418 800‐821 ‐ Cost Allocation Building Maintenance CAP HR COST ALL REORG TO CMO (1,242) 641‐16‐419 700‐704 ‐ Contract Services Insurance Fees, Claims, Premiums HR REORG TO CMO 130,000 641‐16‐419 800‐806 ‐ Cost Allocation CM CAP Allocation HR REORG TO CMO 785 641‐16‐419 800‐814 ‐ Cost Allocation Finance CAP Alloc HR REORG TO CMO 90 641‐16‐420 700‐704 ‐ Contract Services Insurance Fees, Claims, Premiums HR REORG TO CMO 644,400 641‐16‐420 800‐806 ‐ Cost Allocation CM CAP Allocation HR REORG TO CMO 5,044 641‐16‐420 800‐814 ‐ Cost Allocation Finance CAP Alloc HR REORG TO CMO 6,433 641‐44‐419 700‐704 ‐ Contract Services Insurance Fees, Claims, Premiums HR REORG TO CMO (130,000) 641‐44‐419 800‐806 ‐ Cost Allocation CM CAP Allocation HR REORG TO CMO (785) 641‐44‐419 800‐814 ‐ Cost Allocation Finance CAP Alloc HR REORG TO CMO (90) 641‐44‐420 700‐704 ‐ Contract Services Insurance Fees, Claims, Premiums HR REORG TO CMO (644,400) 641‐44‐420 800‐806 ‐ Cost Allocation CM CAP Allocation HR REORG TO CMO (5,044) 912
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Budget Transfers as of March 31, 2026 Attachment C
GL Account Description Amount
641‐44‐420 800‐814 ‐ Cost Allocation Finance CAP Alloc HR REORG TO CMO (6,433) 642‐16‐414 501‐514 ‐ Employee Benefits Retirees Health Insurance HR REORG TO CMO 1,662,000 642‐16‐414 800‐806 ‐ Cost Allocation CM CAP Allocation HR REORG TO CMO 11,397 642‐16‐414 800‐814 ‐ Cost Allocation Finance CAP Alloc HR REORG TO CMO 3,914 642‐44‐414 501‐514 ‐ Employee Benefits Retirees Health Insurance HR REORG TO CMO (1,662,000) 642‐44‐414 800‐806 ‐ Cost Allocation CM CAP Allocation HR REORG TO CMO (11,397) 642‐44‐414 800‐814 ‐ Cost Allocation Finance CAP Alloc HR REORG TO CMO (3,914) ‐
100‐65‐633 750‐230 ‐ Special Projects Business Continuity Resilience P&R RECLASS (500,000) 100‐65‐633 750‐240 ‐ Special Projects MRC Rise P&R RECLASS 500,000 ‐
100‐12‐633 750‐267 ‐ Special Projects CWP ‐ EO Readiness EOP Update & Emergency Services Staff Augmentation 40,000 100‐60‐601 750‐267 ‐ Special Projects CWP ‐ EO Readiness EOP Update & Emergency Services Staff Augmentation (40,000) TOTAL ‐
913
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Detailed Budget Carryovers, Council-approved Adjustments, and Encumbrance Carryovers as of March 31, 2026
Attachment D
Budget Adjustment Type Fund Description Amount
BUDGET CARRYOVERSBudget Carryover 100 General Fund Budget Carryover ‐ ERP 2,500,000.00 Budget Carryover 100 General Fund Code Enforcement Building Abatements 21,995.00Budget Carryover 100 General Fund Community Shuttle Program 534,262.00Budget Carryover 100 General Fund CWP ‐ Project in progress 250,000.00Budget Carryover 100 General Fund CWP Active Transportation Plan 29,237.00Budget Carryover 100 General Fund CWP Bicycle facilities 50,000.00Budget Carryover 100 General Fund CWP RHNA and GP Update 192,996.00Budget Carryover 100 General Fund Facility repairs 17,030.00 Budget Carryover 100 General Fund FY 24‐25 Donated funds for instructor Ginger Tsun 1,870.00 Budget Carryover 100 General Fund General Plan 169,805.00Budget Carryover 100 General Fund Graphic Design and Communications Support 20,000.00 Budget Carryover 100 General Fund HVAC project 123,675.00 Budget Carryover 100 General Fund HVAC Special Project 45,000.00Budget Carryover 100 General Fund I‐280/Wolfe Rd Interchange Proj 4,000,000.00 Budget Carryover 100 General Fund Irrigation Controller Settlement 87,428.00 Budget Carryover 100 General Fund Laserfiche Planning Map Scanning 726.00 Budget Carryover 100 General Fund Marina Plaza 23,317.00Budget Carryover 100 General Fund Materials Bunker Repair 52,014.00Budget Carryover 100 General Fund ongoing city bridge repairs 315,180.00Budget Carryover 100 General Fund Ongoing crossing guard services 27,979.00Budget Carryover 100 General Fund Ongoing Pub Safe Block Ldr & Neighb Watch program 9,700.00
Budget Carryover 100 General Fund Refundable Deposit Expense Special Contracts 22,427.00Budget Carryover 100 General Fund Sign Ordinance Update 200,000.00 Budget Carryover 100 General Fund State grant ‐ business continuity and resiliency 310,487.00 Budget Carryover 100 General Fund State grant ‐ EOC improvements. 500,000.00 Budget Carryover 100 General Fund Stay Active Fund 57,735.00Budget Carryover 100 General Fund The Hamptons 108,640.00Budget Carryover 100 General Fund Tree List 50,000.00Budget Carryover 100 General Fund Urban Forest Master Plan 60,000.00Budget Carryover 100 General Fund Vallco SB35/Rise 103,026.00Budget Carryover 100 General Fund VTC ‐ Project in progress 766,777.00Budget Carryover 100 General Fund VTC Inspections 5,406,634.00 Budget Carryover 100 General Fund VTC Plan Check 11,999,999.00Budget Carryover 100 General Fund Westport 30,339.00Budget Carryover 100 General Fund Moss Adams Grants Project 17,113.00 TOTAL GENERAL FUND 28,105,391
Budget Carryover 230 Env Mgmt Cln Crk Strm Drain Root removal and other system repairs 469,907 Budget Carryover 265 BMR Housing Develop ELI Housing 235,296 Budget Carryover 270 Transportation Fund BPMP Bridge Rehab Minor Project 107,646 914
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Detailed Budget Carryovers, Council-approved Adjustments, and Encumbrance Carryovers as of March 31, 2026
Attachment D
Budget Adjustment Type Fund Description AmountBudget Carryover 270 Transportation Fund Ongoing annual asphalt project 4,655,313 Budget Carryover 270 Transportation Fund ongoing annual concrete repair project 1,187,915Budget Carryover 270 Transportation Fund Rdway Safety Improvements ‐ HSIP Project 3,500,747Budget Carryover 270 Transportation Fund roadway marking projects and sign surveys 10,000 Budget Carryover 270 Transportation Fund SB1 roads maint projects 1,779,164 Budget Carryover 280 Park Dedication Lawrence‐Mitty Park Project 5,323,849 TOTAL SPECIAL REVENUE FUNDS 17,269,837
Budget Carryover 420 Capital Improvement Fund ADA Improvements 191,990 Budget Carryover 420 Capital Improvement Fund Bike Plan Implementation fund 5,822,120Budget Carryover 420 Capital Improvement Fund City Hall & Community Hall Improvements 421,560
Budget Carryover 420 Capital Improvement Fund City Hall Annex (formerly10455 Torre Ave) Improvements 2,216,647Budget Carryover 420 Capital Improvement Fund City Lighting LED Transition Assessment 411,742Budget Carryover 420 Capital Improvement Fund CW Bldg Condition Assess Impl 1,382,113Budget Carryover 420 Capital Improvement Fund EVCS Expansion ‐ Service Center 558,840Budget Carryover 420 Capital Improvement Fund Inclusive Play Area Planning Project warranty period 271,054 Budget Carryover 420 Capital Improvement Fund Library expansion 391,910 Budget Carryover 420 Capital Improvement Fund McClellan Ranch West Parking Lot Impro 7,084Budget Carryover 420 Capital Improvement Fund McClellan Road Bridge Replacement (two grants) 5,850,000 Budget Carryover 420 Capital Improvement Fund Playground Equipment (Creekside & Varian) 916,327
Budget Carryover 420 Capital Improvement Fund PV Systems Design & Installation 2,131,667
Budget Carryover 420 Capital Improvement Fund SCB/Bandley Signal & Median Imps 142,208
Budget Carryover 420 Capital Improvement Fund School Walk Audit Implementation 765,825 Budget Carryover 420 Capital Improvement Fund SLTG/280 Ped Bridge Lighting 46,449 Budget Carryover 420 Capital Improvement Fund St Light Install ‐ Annual Infill 142,380 Budget Carryover 420 Capital Improvement Fund Stevens Creek Bridge Repair 235,000 Budget Carryover 420 Capital Improvement Fund Vai Avenue Outfall Replacement 434,803 Budget Carryover 420 Capital Improvement Fund Various Park Amenities 351,421 TOTAL CAPITAL PROJECT FUNDS 22,691,140
Budget Carryover 520 Resource Recovery Grant expenditure account (CalRecycle) 120,990 Budget Carryover 520 Resource Recovery Landfill/Solid Waste agreement 31,616Budget Carryover 520 Resource Recovery Single Use Plastics Ordinance 3,470 Budget Carryover 570 Sports Center HVAC Special Project 25,536 TOTAL ENTERPRISE FUNDS 181,612
Budget Carryover 610 Innovation
& Technology Acting Admin assignment ‐ Marilyn FMLA 5,202 Budget Carryover 610 Innovation
& Technology Laserfische Manage Cloud environment 50,000 Budget Carryover 630 Vehicle/Equip Replacement Fleet/Equip Asset purchases 41,761 TOTAL INTERNAL SERVICE FUNDS 96,963
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Detailed Budget Carryovers, Council-approved Adjustments, and Encumbrance Carryovers as of March 31, 2026
Attachment D
Budget Adjustment Type Fund Description AmountTOTAL BUDGET CARRYOVERS 68,344,943 916
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Detailed Budget Carryovers, Council-approved Adjustments, and Encumbrance Carryovers as of March 31, 2026
Attachment D
Budget Adjustment Type Fund Description AmountCOUNCIL ACTIONSCouncil Action 100 General Fund Reorg transfer PR back to CMO 0 Council Action 100 General Fund Addition of Assist Dir. PR 291,532 Council Action 100 General Fund Removal of ACM (399,323)Council Action 100 General Fund New Budget no CEA, w Negotiations 1,014,273
Council Action 100 General Fund Labor Negotiations 1,014,270 Council Action 100 General Fund RVS JE 2026‐1131 New Budget no CEA, w Negotiations (1,014,273)
Council Action 100 General Fund Labor Neg ‐ Correct Org 0 Council Action 100 General Fund Cal OES Grant Subaward: EOC & Business Continuity Resilience 0
Council Action 100 General Fund ADA Baseline Assessment & Action Plan 50,687
Council Action 100 General Fund City Hall Improvements project increase 2,500,000 2,500,000 Council Action 100 General Fund FY 2025‐26 Automobile Allowance 1,200 Council Action 100 General Fund FY 2025‐26 CalPERS Normal Cost 4,431Council Action 100 General Fund FY 2025‐26 CalPERS UAL 5,881 Council Action 100 General Fund FY 2025‐26 Cost of Living Adjustments 2,017 Council Action 100 General Fund FY 2025‐26 Health Insurance (2025) 6,678 Council Action 100 General Fund FY 2025‐26 Health Insurance (2026) 7,013 Council Action 100 General Fund FY 2025‐26 Hourly Wage 40,350Council Action 100 General Fund FY 2025‐26 Medicare 614 TOTAL GENERAL FUND 3,525,350
Council Action 230 Env Mgmt Cln Crk Strm Drain New Budget no CEA, w Negotiations 19,339
Council Action 230 Env Mgmt Cln Crk Strm Drain Labor Negotiations 19,339Council Action 230 Env Mgmt Cln Crk Strm Drain RVS JE 2026‐1131 New Budget no CEA, w Negotiations (19,339)
Council Action 270 Transportation Fund New Budget no CEA, w Negotiations 56,193
Council Action 270 Transportation Fund Labor Negotiations 56,193Council Action 270 Transportation Fund RVS JE 2026‐1131 New Budget no CEA, w Negotiations (56,193)
TOTAL SPECIAL REVENUE FUNDS 75,532
Council Action 420 Capital Improvement Fund City Hall Improvements project increase 2,500,000 2,500,000 TOTAL SPECIAL REVENUE FUNDS 2,500,000
Council Action 520 Resource Recovery New Budget no CEA, w Negotiations 6,559
Council Action 520 Resource Recovery Labor Negotiations 6,559Council Action 520 Resource Recovery RVS JE 2026‐1131 New Budget no CEA, w Negotiations (6,559)
Council Action 560 Blackberry Farm New Budget no CEA,
w Negotiations 4,209
Council Action 560 Blackberry Farm Labor Negotiations 4,209Council Action 560 Blackberry Farm RVS JE 2026‐1131 New Budget no CEA, w Negotiations (4,209)
Council Action 560 Blackberry Farm BBF Golf Course Maintenance Agreement Jan 26‐ June 26 125,000 Council Action 570 Sports Center New Budget no CEA,
w Negotiations 10,533
Council Action 570 Sports Center Labor Negotiations 10,533 917
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Attachment D
Budget Adjustment Type Fund Description AmountCouncil Action 570 Sports Center RVS JE 2026‐1131 New Budget no CEA, w Negotiations (10,533)
Council Action 580 Recreation Program New Budget no CEA, w Negotiations 6,393
Council Action 580 Recreation Program Labor Negotiations 6,393Council Action 580 Recreation Program RVS JE 2026‐1131 New Budget no CEA, w Negotiations (6,393)
TOTAL ENTERPRISE FUNDS 152,694
Council Action 610 Innovation
& Technology New Budget no CEA,
w Negotiations 74,632
Council Action 610 Innovation
& Technology Labor Negotiations 74,632
Council Action 610 Innovation
& Technology RVS JE 2026‐1131 New Budget no CEA,
w Negotiations (74,632)
Council Action 620 Workersʹ Compensation New Budget no CEA, w Negotiations 1,868
Council Action 620 Workersʹ Compensation Labor Negotiations 1,868Council Action 620 Workersʹ Compensation RVS JE 2026‐1131 New Budget no CEA, w Negotiations (1,868)
Council Action 630 Vehicle/Equip Replacement New Budget no CEA, w Negotiations 22,477
Council Action 630 Vehicle/Equip Replacement Labor Negotiations 22,477 Council Action 630 Vehicle/Equip Replacement RVS JE 2026‐1131 New Budget no CEA, w Negotiations (22,477)
TOTAL INTERNAL SERVICE FUNDS 98,977
TOTAL COUNCIL ACTIONS 6,352,553
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Attachment D
Budget Adjustment Type Fund Description AmountFIRST QUARTER ADJUSTMENTSFirst Quarter Adjustment 100 General Fund 4th of July 140,000 First Quarter Adjustment 100 General Fund CAP Reallocation (892,702)First Quarter Adjustment 100 General Fund Citation Processing Center ‐ Fees 30,000First Quarter Adjustment 100 General Fund CRM Software Solution 15,000First Quarter Adjustment 100 General Fund GF HSG Grant Contracts 79,000First Quarter Adjustment 100 General Fund I&T ‐ Video ‐ Operational Enhancements ‐ Small Tools 7,000First Quarter Adjustment 100 General Fund Plan Review Services ‐ Toll Brothers 175,000 First Quarter Adjustment 100 General Fund PW ‐ Facilities 100‐87‐828 ‐ Library HVAC VFD Replacement 20,000First Quarter Adjustment 100 General Fund PW ‐ Transportation 844 ‐ Traffic Data Collection 200,000 First Quarter Adjustment 100 General Fund PW ‐ TreesROW 261 Trail Maintenance ‐ Bridge Fencing 7,000 First Quarter Adjustment 100 General Fund PW ‐ TreesROW 825 Street Tree Maintenance ‐ Budget Amendment 24,386 TOTAL GENERAL FUND (195,316)
First Quarter Adjustment 230 Env Mgmt Cln Crk Strm Drain CAP Reallocation (55,167) First Quarter Adjustment 270 Transportation Fund CAP Reallocation (131,216)First Quarter Adjustment 270 Transportation Fund PW DEFUND ‐ Bollinger Rd 106,400 First Quarter Adjustment 270 Transportation Fund PW DEFUND ‐ McClellan Rd Separated Bike Ph3 99,632First Quarter Adjustment 270 Transportation Fund RV Ordinance Signage 40,000 TOTAL SPECIAL REVENUE FUNDS 59,649
First Quarter Adjustment 420 Capital Improvement Fund PW DEFUND ‐ BBF Park Pool Improv 32,751 First Quarter Adjustment 420 Capital Improvement Fund PW DEFUND ‐ De Anza Blvd Buffered Bike Lanes 5,533 TOTAL CAPITAL PROJECT FUNDS 38,284
First Quarter Adjustment 570 Sports Center CAP Reallocation (29,689) TOTAL ENTERPRISE FUNDS (29,689)
First Quarter Adjustment 610 Innovation
& Technology Accessibility, Security, and Operational Updates 15,000 First Quarter Adjustment 610 Innovation
& Technology Control Room Project AV Systems Upgrade 131,100 First Quarter Adjustment 610 Innovation
& Technology Control Room Project Tech Refresh ‐ Reimbursement 72,500 First Quarter Adjustment 610 Innovation
& Technology Operational Enhancements 25,000
First Quarter Adjustment 630 Vehicle/Equip Replacement CAP Reallocation (77,889) TOTAL INTERNAL SERVICE FUNDS 165,711
TOTAL FIRST QUARTER ADJUSTMENTS 38,639
MID‐YEAR ADJUSTMENTSMid‐Year Adjustment 100 General Fund City Attorneyʹs Office Proposal ‐ Contract Services 410,000Mid‐Year Adjustment 100 General Fund Finance consulting, additional auditing and tax services 75,000 Mid‐Year Adjustment 100 General Fund Hidden Treasures Proceeds 15,944 919
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Detailed Budget Carryovers, Council-approved Adjustments, and Encumbrance Carryovers as of March 31, 2026
Attachment D
Budget Adjustment Type Fund Description AmountMid‐Year Adjustment 100 General Fund I&T ‐ Video ‐ Closed Captioning 15,000 Mid‐Year Adjustment 100 General Fund IT PEG Transfer Out 131,100 Mid‐Year Adjustment 100 General Fund PW ‐ HVAC System Compressor Replacement 6,111 TOTAL INTERNAL SERVICE FUNDS 653,155
TOTAL FIRST QUARTER ADJUSTMENTS 653,155
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Detailed Budget Carryovers, Council-approved Adjustments, and Encumbrance Carryovers as of March 31, 2026
Attachment D
Budget Adjustment Type Fund Description AmountENCUMBRANCE CARRYOVERSEncumbrance Carryover 100 General Fund Year End Soft Close 95,000Encumbrance Carryover 100 General Fund Year End Soft Close 10,000Encumbrance Carryover 100 General Fund Year End Soft Close 1,035,180 Encumbrance Carryover 100 General Fund Year End Soft Close 1,175,979Encumbrance Carryover 100 General Fund Year End Soft Close 9,451Encumbrance Carryover 100 General Fund Year End Soft Close 16,735 Encumbrance Carryover 100 General Fund Year End Soft Close 50,055Encumbrance Carryover 100 General Fund Year End Soft Close 16,373 Encumbrance Carryover 100 General Fund Year End Soft Close 48,760 Encumbrance Carryover 100 General Fund Year End Soft Close 1,513,706Encumbrance Carryover 100 General Fund Year End Soft Close 96,792Encumbrance Carryover 100 General Fund Year End Soft Close 1,498,550Encumbrance Carryover 100 General Fund Year End Soft Close 1,380,208Encumbrance Carryover 100 General Fund Year End Soft Close 207,754Encumbrance Carryover 100 General Fund PO2025‐254 carryover adj 3,000Encumbrance Carryover 100 General Fund PO2022‐471 carryover adj 5,000 TOTAL GENERAL FUND 7,162,543
Encumbrance Carryover 230 Env Mgmt Cln Crk Strm Drain Year End Soft Close 42,281Encumbrance Carryover 230 Env Mgmt Cln Crk Strm Drain Year End Soft Close 60,000Encumbrance Carryover 230 Env Mgmt Cln Crk Strm Drain Year End Soft Close 28,961Encumbrance Carryover 260 CDBG Year End Soft Close 73,175Encumbrance Carryover 265 BMR Housing Year End Soft Close 11,084Encumbrance Carryover 270 Transportation Fund Year End Soft Close 26,310 Encumbrance Carryover 270 Transportation Fund Year End Soft Close 972,592Encumbrance Carryover 270 Transportation Fund Year End Soft Close 34,666Encumbrance Carryover 270 Transportation Fund Reverse PO 2025‐542 soft close (134,653)Encumbrance Carryover 280 Park Dedication Year End Soft Close 490,566 TOTAL SPECIAL REVENUE FUNDS 1,604,982
Encumbrance Carryover 420 Capital Improvement Fund Year End Soft Close 649,164Encumbrance Carryover 420 Capital Improvement Fund Year End Soft Close 7,428,747 Encumbrance Carryover 420 Capital Improvement Fund Year End Soft Close 120,625 TOTAL CAPITAL PROJECT FUNDS 8,198,536
Encumbrance Carryover 520 Resource Recovery Year End Soft Close 2,646Encumbrance Carryover 520 Resource Recovery Year End Soft Close 412,364Encumbrance Carryover 520 Resource Recovery Year End Soft Close 32,246Encumbrance Carryover 520 Resource Recovery Year End Soft Close 28,961Encumbrance Carryover 570 Sports Center Year End Soft Close 59,341 921
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Attachment D
Budget Adjustment Type Fund Description Amount
TOTAL ENTERPRISE FUNDS 535,558
Encumbrance Carryover 610 Innovation
& Technology Year End Soft Close 3,825
Encumbrance Carryover 630 Vehicle/Equip Replacement Year End Soft Close 461,648Encumbrance Carryover 630 Vehicle/Equip Replacement Year End Soft Close 96,709Encumbrance Carryover 630 Vehicle/Equip Replacement Year End Soft Close 117,138Encumbrance Carryover 630 Vehicle/Equip Replacement carryover PO 2025‐432 (Turf Star) 33,632 TOTAL INTERNAL SERVICE FUNDS 712,952
TOTAL ENCUMBRANCE CARRYOVERS 18,214,571
BUDGET CARRYOVER, COUNCIL APPROVED ADJUSTMENT, AND ENCUMBRANCE CARRYOVER TOTAL 93,603,861 FY 2025‐26 ADOPTED BUDGET 136,066,401
FY 2025‐26 AMENDED BUDGET AS MARCH 31. 2026 229,670,262 $ 922
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FY 2025-26 Third Quarter
Recommended Budget Adjustments
Attachment E
5/19/2026 61035986600606                   7,488.00 GIS ‐ Wordly 5/19/2026 10070700700707               150,000.00 Bank Fees 5/19/2026 10070700480411               200,000.00 Credit Card Transaction Fees 5/19/2026 10072712600623                 25,000.00 Contracts awarded to grant recipients for FY26 5/19/2026 10071701701701               100,000.00 Environmental Review Contracts 5/19/2026 10071701701702                 50,000.00 Environmental Review Contracts 5/19/2026 10011170600619                   3,000.00 Advertising and Legal Notices 5/19/2026 10071701460401               150,000.00 Refundable Deposit On‐Call Contracts 5/19/2026 10071701480405                 22,500.00 Refundable Deposit On‐Call Contracts 5/19/2026 10015141700702               175,000.00 CAO Contract Services 5/19/2026 10015141500501                 13,234.00 Sr. Asst. CA salary alignment 5/19/2026 10015141501500                   2,163.00 Sr. Asst. CA salary alignment 5/19/2026 10015141501507                      300.00 Sr. Asst. CA salary alignment 923
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Special Projects as Defined in City Council Special Projects Policy Attachment F FY
Added
Department Program Base And Detail
Account With Detail
Description
Full Org Set Code
And Description
Amended
Budget
Actual Amount
(Expenses)
Encumbrances Status Estimated
Completion
Notes (e.g., carried over to
next fiscal year)
FY23 Administration 633 Disaster
Preparedness
750.230 - Business Continuity Resilience
100-12-633 - General Fund-City Manager-Disaster Preparedness 500,000.00 0.00 0.00 Not Started 6/30/2027 Staff is considering using these funds to support the new EOC at the Annex building at 10455 Torre Ave.

FY23 Administration 705 Economic
Development
750.230 - Business Continuity Resilience
100-12-705 - General Fund-City Manager-Economic Development 310,487.00 0.00 0.00 In Progress 6/30/2027 Discussions are in progress with Los Gatos to determine an appropriate use for the remaining funds.

FY26 Administration 705 Economic
Development
750.260 - Econ Dev for Retail and SMB
100-12-705 - General Fund-City Manager-Economic Development 200,000.00 3,748.59 0.00 In Progress 6/30/2027 These funds were allocated for the CWP Economic Development for Retail and Small Business project.Carry over funds to FY27 if not completed in FY26.

FY26 Administration 705 Economic
Development
750.263 - Various Impact Fees 100-12-705 - General Fund-City Manager-Economic Development
150,000.00 0.00 0.00 Not Started 6/30/2027 These funds were allocated as part of the CWP Defensible Impact Fee Nexus Study ($850K additional provided by CDD & Public Works, total $1 Million)Carry over funds to FY27 if not completed in FY26.

FY26 Administration 126 Office of
Communications
750.277 - Cupertino 70th Anniversary Celeb
100-12-126 - General Fund-City Manager-Office of Communications 12,338.00 13,847.74 0.00 Completed 11/30/2025 These funds were used for Cupertino 70th Anniversary expenses during Fall 2025. Invoices are all processed, Tripepi PO has been closed with remaining encumbered funds returning to the GL. This project is complete.

FY26 Administration 120 City Manager 750.279 - Strategic Plan 100-12-120 - General Fund-City Manager-City Manager
200,000.00 0.00 0.00 In Progress 6/30/2027 Project is ongoing, but City is awaiting invoicing from vendor overseeing this project.Carry over funds to FY27 if not completed in FY26.

FY26 Administrative services 425 Purchasing 750.278 - Admin Ser-Citywide Pur. Training
100-41-425 - General FundFinance-Purchasing 20,000.00 0.00 0.00 Not Started N/A FY26 Administrative services 426 Budgeting 750.280 - Admin Ser-Tax Measure
100-41-426 - General FundFinance-Budgeting 20,000.00 0.00 23,500.00 In Progress 6/30/2026 FY23 Community
development
705 Economic Development
750.230 - Business Continuity Resilience
100-71-705 - General FundPlanning-Economic Development

0.00 0.00 0.00 In Progress 6/30/2027 These grant funds have moved back to CMO.About $175k previously used in FY24 for sm-med biz emergency preparedness (tabletop exercise series).

FY23 Information Services 308 Applications 750.181 - ERP (Phase II) 100-32-308 - General Fund-I&T Applications-Applications
48,760.00 46,375.00 2,385.00 Completed 6/30/2026
FY23 Information Services 308 Applications 750.183 - ACA Guide & Wrapper
100-32-308 - General Fund-I&T Applications-Applications 25,000.00 0.00 0.00 In Progress 6/30/2026
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Special Projects as Defined in City Council Special Projects Policy Attachment F FY
Added
Department Program Base And Detail
Account With Detail
Description
Full Org Set Code
And Description
Amended
Budget
Actual Amount
(Expenses)
Encumbrances Status Estimated
Completion
Notes (e.g., carried over to
next fiscal year)
FY23 Information Services 308 Applications 750.184 - Accela Roadmap 100-32-308 - General Fund-I&T Applications-Applications
23,000.00 0.00 23,000.00 Completed 6/30/2026 Waiting on vendor to invoice FY24 Information Services 308 Applications 750.237 - ERP (Phase III) 100-32-308 - General Fund-I&T Applications-Applications
2,500,000.00 0.00 0.00 In Progress 6/30/2028
FY26 Information Services 310 Infrastructure 750.250 - I&T - Infra -Adapt TS Expansion
610-34-310 - Innovation & Technology-I&T InfrastructureInfrastructure 225,000.00 19,350.00 183,496.31 In Progress 6/30/2026
FY26 Information Services 308 Applications 750.282 - ADA Assessment & Action Plan
100-32-308 - General Fund-I&T Applications-Applications 50,687.00 46,079.00 4,608.00 Completed 12/31/2025
FY26 Information Services 308 Applications 750.283 - Expansion of Microsoft Fabric
100-32-308 - General Fund-I&T Applications-Applications 22,000.00 22,000.00 0.00 Completed 1/30/2026
FY26 Information Services 308 Applications 750.284 - AI Building Code Pilot Tool
100-32-308 - General Fund-I&T Applications-Applications 5,000.00 5,000.00 0.00 Completed 10/1/2025
FY24 Information Services 305 Video 900.995 - Special Projects -

CDD/I&T
100-31-305 - General Fund-I&T Video-Video
1,035,180.00 1,022,899.63 12,279.87 In Progress 6/30/2026 FY25 Public works 122 Sustainability
Division
750.281 - PW - Sust (122) - GHG Inv. Asses
100-81-122 - General FundEnvironmental ProgramsSustainability Division 40,000.00 0.00 34,962.00 In Progress 6/30/2026 New this FY. Occurs every 3 years as part of the climate action plan. RFP in Q2. Contract in progress.

Total 5,387,452.00 1,179,299.96 284,231.18
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Department Name of Grant Description/Purpose of Grant Requested Grant Amount
Date
Applied Date Due Staff Contact
Status (Grant
Awarded,
Pending Results,
Grant Denied)
Grant Amount Awarded Date Awarded
Public Works Energy Efficiency Community
Block Grant
EECBG funds for use in developing energy efficiency services or strategies, code enforcement, other uses. Use to offset cost of LED streetlight replacements. $125,790 4/25/2024 4/30/2024 Ursula Syrova,
Environmental Programs &
Sustainability Manager and
Victoria Morin,
Sustainability Specialist
Grant Awarded $125,790 7/2/2024
Community
Development
Department
District 5 Inventory Grant
A grant of $50,000 for the City of Cupertino, is to be used to supplement services and support for residents experiencing homelessness. On April 15, 2025 the City Council awarded the funds to the Maitri Domestic Violence Shelter for a two-year grant (FY25-26 and FY26-27) of $25,000 per year. $50,000 4/29/2024 4/29/2024 Nicky Vu, Senior Housing
Coordinator
Grant Awarded $50,000 4/15/2025
Community
Development
Department
Community Development
Block Grant (CDBG)
U.S. Dept of Housing & Urban Development (HUD) Federal Entitlement Allocation - FY 2021-22 $412,800 8/26/2021 Annually: 6/30 Nicky Vu, Senior Housing Coordinator Grant Awarded $412,800
2/25/2021
Community
Development
Department
Community Development
Block Grant (CDBG)
U.S. Dept of Housing & Urban Development (HUD) Federal Entitlement Allocation - FY 2022-23 $388,459 10/5/2022 Annually: 6/30 Nicky Vu, Senior Housing Coordinator Grant Awarded $388,459 9/26/2022
Community
Development
Department
Community Development
Block Grant (CDBG)
U.S. Dept of Housing & Urban Development (HUD) Federal Entitlement Allocation - FY 2023-24 $358,910 7/31/2023 Annually: 6/30 Nicky Vu, Senior Housing Coordinator Grant Awarded $358,910 7/21/2023
Community
Development
Department
Community Development
Block Grant (CDBG)
U.S. Dept of Housing & Urban Development (HUD) Federal Entitlement Allocation - FY 2024-25 $173,313 11/18/2024 Annually: 6/30 Nicky Vu, Senior Housing Coordinator Grant Awarded $173,313 11/6/2024
Community
Development
Department
Community Development
Block Grant (CDBG)
U.S. Dept of Housing & Urban Development (HUD) Federal Entitlement Allocation - FY 2025-26 $354,559 N/A Annually: 6/30 Nicky Vu, Senior Housing Coordinator Grant Awarded $354,559 12/17/2025
Community
Development
Department
Santa Clara County
Permanent Local Housing
Allocation (PLHA) Consortium
CA Dept of Housing & Community Development (HCD) $165,510 12/15/2021 12/30/2021 Nicky Vu, Senior Housing Coordinator
Grant Awarded to
County PLHA
Consortium
$165,510 4/15/2025
Community
Development
Department
Santa Clara County
Permanent Local Housing
Allocation (PLHA) Consortium
CA Dept of Housing & Community Development (HCD) $257,254 12/15/2021 12/30/2021 Nicky Vu, Senior Housing Coordinator
Grant Awarded to
County PLHA
Consortium
$257,254 4/15/2025
Community
Development
Department
Santa Clara County
Permanent Local Housing
Allocation (PLHA) Consortium
CA Dept of Housing & Community Development (HCD) $283,100 12/15/2021 12/30/2021 Nicky Vu, Senior Housing Coordinator
Grant Awarded to
County PLHA
Consortium
$283,100 4/15/2025
Community
Development
Department
Santa Clara County
Permanent Local Housing
Allocation (PLHA) Consortium
CA Dept of Housing & Community Development (HCD) $141,890 12/15/2021 12/30/2021 Nicky Vu, Senior Housing Coordinator
Grant Awarded to
County PLHA
Consortium
$141,890 4/15/2025
Community
Development
Department
Santa Clara County
Permanent Local Housing
Allocation (PLHA) Consortium
CA Dept of Housing & Community Development (HCD) $108,754 12/15/2021 12/30/2021 Nicky Vu, Senior Housing
Coordinator
Grant Awarded to
County PLHA
Consortium
$108,754 4/15/2025
Public Works Bicycle/Pedestrian Education
& Encouragement 2016 Measure B $61,365 9/8/2022 N/A Birgit Werner, SR2S Coordinator Grant Awarded $61,365 7/1/2025
Non-Competitive Citywide Grants Tracking - FY26 Quarter 3 Update 926
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Department Name of Grant Description/Purpose of Grant Requested Grant Amount
Date
Applied Date Due Staff Contact
Status (Grant
Awarded,
Pending Results,
Grant Denied)
Grant Amount Awarded Date Awarded
Non-Competitive Citywide Grants Tracking - FY26 Quarter 3 Update Public Works
CalRecycle Beverage
Container Recycling
City/County Payment
Program
Provide opportunities for beverage container recycling. Allowable uses include 2 staff attending annual CA Resource Recovery Association conference, water refill stations, and recycling receptacles.
$15,142 10/1/2024 2/2/2027
Ursula Syrova,
Environmental Programs &
Sustainability Manager
Awarded $15,142 3/20/2025
Public Works
CalRecycle SB 1383 Local
Assistance Grant Program -
2023 cycle
Grant program meant to provide aid in the implementation of regulation requirements associated with SB 1383. $161,264 11/14/2023 11/15/2023 Ursula Syrova,
Environmental Programs &
Sustainability Manager, and
Steven Hirsch,
Environmental Programs
Assistant
Grant Awarded $161,264 5/22/2024
Public Works TDA3 Active Transportation Plan $330,000 5/16/2024 5/16/2024 Matt Schroeder, Transit and Transportation Planner
Grant Awarded $330,000 10/3/2024
Disaster Preparedness Emergency Management
Performance Grant (EMPG)
Funds provided by this grant are for the purpose of implementing applicable initiatives under the 2024 EMPG program (see Exhibit E in the MOU for details re: approved expenses)
$6,250 3/1/2024 3/1/2024 Marta Drown, Block Leader
Coordinator
Grant Awarded $6,250 7/1/2024
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Department Name of Grant Description/Purpose of Grant
Requested Grant
Amount
Date
Applied
Date
Due Staff Contact
Status (Grant Awarded,
Pending Results, Grant
Denied)
Grant Amount
Awarded Date Awarded
Public Works 2016 Measure B Innovative Transit
Service Models
Funding for year four (FY26) of Silicon
Valley (SV) Hopper.
$2,905,305 2/21/2025 2/21/2025 Matt Schroeder, Senior Transportation Planner
Grant Awarded $726,979 9/16/2025
Public Works Pedestrian and Bicycle Safety
Program
Bicycle and Pedestrian Traffic Safety
Education
$184,000 1/31/2025 1/31/2025 Birgit Werner, SR2S Coordinator Grant Awarded $184,000 12/1/2025 Public Works BAAQMD - TFCA 40% Fund
(Transportation Fund for Clean Air)
Funding for year three (FY25-26) of
Silicon Valley (SV) Hopper.
$500,000 3/14/2024 3/15/2024 Matt Schroeder, Senior Transportation Planner
Grant Awarded $500,000 N/A
Public Works Pedestrian and Bicycle Safety
Program
Bicycle and Pedestrian Traffic Safety
Education
$152,000 1/31/2024 1/31/2024 Birgit Werner Grant Awarded $160,000 10/22/2024 Public Works Safe Streets 4 All (SS4A) Bollinger Road road diet traffic analysis, outreach and engineering
design
$532,000 7/10/2023 7/10/2023 Matt Schroeder Grant Awarded $425,600 12/13/2023 Public Works HSIP (Highway Safety Improvement
Program)
Improving safety on roadway
segments; Project name - roadway
safety improvements
$3,561,800 9/12/2022 9/12/2022 David Stillman, Transportation Manager and Jo Anne Johnson, Public Works
Project Manager
Grant Awarded $3,205,620 3/15/2023
Public Works McClellan Road Bridge
Reconstruction
State Funding Grant (Evan Lo); Project
#273
$7,500,000 3/17/2022 7/1/2022 Susan Michael, CIP Manager Grant Awarded $5,000,000 5/24/2023 Public Works TIRCP (Transit and Intercity Rail
Program)
5-year expansion of Via shuttle,
including partnership with City of Santa
Clara
$8,465,000 3/3/2022 3/8/2022 Matt Schroeder, Senior Transportation Planner
Grant Awarded $8,465,000 7/11/2022
Public Works 2016 Measure B Capital Projects Funding for Tamien Innu (I-280 Trail)- East
$1,936,000 12/1/2021 12/1/2021 David Stillman, Transportation Manager and Susan Michael, CIP Manager
Grant Awarded $1,936,000 11/12/2021
Public Works Federal Community Project Funding
Grant FY22
Funding for Cupertino Library
Expansion project
$1,000,000 3/25/2021 6/10/2022 Grant Awarded $1,000,000 2/15/2024 Public Works BPMP (Bridge Preventative
Maintenance Program)
Funding for recommended
preventative maintenance on local
roadway bridges; Project #960
$1,144,472 9/30/2020 N/A Susan Michael, CIP Manager and Jason Wong
Grant Awarded $1,893,193 4/12/2023
Public Works 2016 Measure B Capital Projects Funding for Tamien Innu (I-280 Trail)- Central
$460,000 7/1/2020 7/1/2020 David Stillman, Transportation Manager and Susan Michael, CIP Manager
Grant Awarded $460,000 7/14/2020
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Department Name of Grant Description/Purpose of Grant
Requested Grant
Amount
Date
Applied
Date
Due Staff Contact
Status (Grant Awarded,
Pending Results, Grant
Denied)
Grant Amount
Awarded Date Awarded
Competitive Citywide Grants Tracking - FY26 Quarter 3 Update Public Works 2016 Measure B Capital Projects Funding for Tamien Innu (I-280 Trail)- Central
$3,725,000 7/1/2020 7/1/2020 David Stillman, Transportation Manager and Susan Michael, CIP Manager
Grant Awarded $3,725,000 7/14/2020
Public Works HBP (Highway Bridge Program) Repairs to bridge 37C0011, SCB over Stevens Creek; Project #267
$688,000 10/5/2018 N/A Susan Michael, CIP Manager Grant Awarded $688,000 10/12/2018 Public Works One Bay Area Grant (OBAG) Cycle 2 Stevens Creek Blvd Protected Bike Lanes Phase 2
$807,000 7/28/2016 N/A David Stillman, Transportation Manager and Susan Michael, CIP Manager
Grant Awarded $807,000 1/24/2022
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Q3 STATUS FY25-26 EXISTING PROJECTS AND FUNDING

FACILITIES CIP PROJECTS
# Project name Project Description Status Year
Initiated
City Funding Grant Funding Developer
Funds
Project Total
Funding Budget
Budget minus
expenses
4/13/26
Budget minus
encumbrances
4/13/26
F1 ADA Improvements
(Annually funded)
This is an ongoing program, funded annually, to improve accessibility at all public facilities throughout the City.

Ongoing. FY15-16 $865,000 $979,984 $301,993 $301,993
CAP Allocation FY22-23 $4,984
City Funding FY25-26 $110,000
F2 Citywide Facilities
Condition Assessment Implementation (FCA)
Implement priority recommendations identified in the Facility Condition Assessment reports.

Fire Alarm System project at Senior Center is complete. Roofing, HVAC, Sports Center Shower/Locker Rooms projects are ongoing.

FY18-19 $1,000,000 $3,314,421 $2,361,771 $2,179,498
CAP Allocation FY22-23 $6,470
City funding FY23-24 $1,000,000
CDBG FY23-24 $367,951
CDBG (budget mod. required) FY24-25 $49,361
City Funding FY25-26 $940,000
F3Q City Hall Annex Program, plan and build facility
improvements required for interim facility to accommodate staff while City Hall is remodeled, as well as the long-term use of this facility.

Permit application is underway. Construction documents/Bid documents are being developed.

FY21-22 $3,000,000 $3,025,000 $2,489,684 $1,725,974
City Funding FY21-22 $25,000
F4Q City Hall
Improvements
Programming, Feasibility and Community Outreach to form the basis of a renovation strategy for the buildings.

Wiill develop RFQ for Bridging Architects and PM/CM firms.

FY21-22 $500,000 $3,000,000 $2,885,449 $2,881,859
City Funding FY25-26 $2,500,000
F5Q Library Expansion
Project (landscaping and other misc. scope)
Develop a design and construct a 5600 SF addition to the existing Library building. Grant funding (CPF, Ro Khanna) planned to complete the courtyard and exterior landscaping scopes of work.

Queued. **$1M Grant funds need to approved as a budget modification.

FY19-20 $8,705,438 $9,705,438 $1,391,912 $1,391,912
CPF (budget mod. required) FY24-25 $1,000,000
5 subtotal $18,656,892 $1,417,312 $0 $20,024,843 $9,430,809 $8,481,236

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PARKS CIP PROJECTS
# Project name Project Description Status Year
Initiated
City Funding Grant Funding Developer
Funds
Project Total
Funding Budget
Budget minus
expenses
4/13/26
Budget minus
encumbrances
4/13/26
P2 Lawrence-Mitty Park
and Trail Plan
Design and construct a new neighborhood park. Located on 7.8 acres adjacent to Saratoga Creek, near the intersection of Lawrence Expressway and Mitty Way.*Annexing Costs were $2,330,085 60% design completed; Environmental permitting underway.

FY18-19 $8,270,994 $9,181,084 $5,687,132 $5,323,855
CAP Allocation $90
Berm Clean-up FY23-24 $910,000
P3 Park Amenity
Improvements
Funding for various park amenities such as benches, hydration stations, outdoor table tennis, cornhole, shade structures, pickleball striping, etc. (3yrs funding x $200K) Queued. FY20-21 $600,000 $600,000 $351,422 $351,422
P4 MRP West Parking
Lot Improvements (Habitat monitoring continues to 2028) *Only habitat monitoring is active. Design and construct a new “green” meadow-style parking lot that is compatible with the creek environment at McClellan Ranch West, which was designed to have minimal impact to the site.

Ongoing. FY16-17 $400,000 $1,166,307 $27,522 $7,091
City Funding FY17-18 $550,000City Funding FY18-19 $65,000City Funding FY19-20 $37,276 CAP Allocation FY20-21 $17,406
City Funding FY20-21 $39,200City Funding FY22-23 $57,425 P5Q Annual Playground
Replacement
Replacement of older playground equipment that is dated and worn. (5yrs funding x $300K) Queued. FY20-21 $1,500,000 $1,500,000 $916,329 $916,329 4 subtotal $12,447,391 $0 $0 $12,447,391 $6,982,406 $6,598,697

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STREETS & INFRASTRUCTURE CIP PROJECTS
# Project name Project Description Status Year
Initiated
City Funding Grant Funding Developer
Funds
Project Total
Funding Budget
Budget minus
expenses
4/13/26
Budget minus
encumbrances
4/13/26
ST0 Outfalls Repairs Following the recommendations of
the 2024 Outfalls Report
Working with Valley Water to include 3
outfalls in VW work in the Regnart Creek bed. Will require cost sharing/agreement.

FY25-26 $950,000 $950,000 $950,000 $950,000
ST1 Stevens Creek
Bridge Repair
Stevens Creek Blvd Bridge over Stevens Creek. Prepare feasibility study and PS&E to determine and implement appropriate scour countermeasures. (Externally Funded, in part) Soils testing and analysis underway to determine scope of remediation work.

FY23-24 $172,000 $860,000 $771,982 $235,000
FHWA highway Bridge Program grant FY23-24 $688,000
ST2 McClellan Road
Bridge Replacement
Removal and replacement of the bridge on McClellan Road near the entrance to McClellan Ranch Preserve. (Externally Funded -CA DOT) Engineering services to be contracted/awarded. **Grant funding needs to be accepted and budget modified.

FY23-24 $5,000,000 $5,850,000 $5,850,000 $5,850,000
CPF (Budget Mod. Required) FY24-25 $850,000
ST5 Street Light
Installation - Annual Infill
Infill of streetlights as requested by residents. (Annually funded) Ongoing. FY17-18 $430,000 $430,536 $140,072 $140,072
CAP Allocation FY22-23 $536
ST6Q Vai Avenue Outfall Investigate, design, and replace existing failing 36” corrugated metal pipe (CMP) storm drain line with new reinforced concrete pipe (RCP) or high-density polyethylene (HDPE) pipe.

Working with Valley Water to include Vai Ave outfall replacement in VW work in the creek bed.

FY24-25 $490,000 $490,000 $434,804 $434,804
5 subtotal $2,042,536 $6,538,000 $0 $8,580,536 $8,146,858 $7,609,875

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TRANSPORTATION CIP PROJECTS
# Project name Project Description Status Year
Initiated
City Funding Grant Funding Developer
Funds
Project Total
Funding Budget
Budget minus
expenses
4/13/26
Budget minus
encumbrances
4/13/26
T1 Stevens Creek Blvd
CL IV Bikeway Phase 2A
Design and Construction of the separated bikeway along Stevens Creek Blvd from Wolfe Road to DeAnza Blvd. (Externally Funded, in part)
Construction is underway. FY20-21 $350,000 $2,385,782 $2,099,201 $171,221 Construction, City Funding FY21-22 $2,000,000
CAP Allocation FY22-23 $35,782
OBAG FY24-25 $807,000
SB1 FY24-25 $693,000
T2 Stevens Creek Blvd
CL IV Bikeway Phase 2B
Construction of the separated bikeway along Stevens Creek Blvd from De Anza Blvd to US-85. This includes signal upgrades at Bandley Drive.

Queued. FY20-21 $0 $0
T3 Bandley
Intersection
Signal upgrades at Bandley Drive. Scope of work will be included in SCB Phase 2B for efficiency. (Externally Funded, in part)
Queued. FY18-19 $150,090 $142,210 $142,210
In-Lieu funds FY18-19 $25,658
City funding FY18-19 $124,432
T5 Roadway Safety
Improvements - HSIP
High Friction pavement treatment and
speed feedback signage added to seventeen locations. (Externally Funded, in part) Bid process underway. Construction can begin soon after.

FY24-25 $356,180 $3,561,800 $3,513,115 $3,500,748
HSIP Grant FY24-25 $3,205,620
T6 Tamien Innu - East
Segment
Design and construct an off-street
bicycle and pedestrian facility parallel
to the I-280 HWY, from Wolfe Rd. to Vallco Parkway (Externally Funded & Apple) Final engineering is underway. FY20-21 $600,000 $2,536,000 $2,001,081 VTA Measure B FY21-22 $1,936,000
T7Q Tamien Innu -
Central Segment
Design and construct an off-street
bicycle and pedestrian facility parallel
to the I-280 HWY, from De Anza Blvd. to Wolfe Road (Externally Funded - Apple) Queued. FY20-21 $600,000 $4,785,000 $4,578,225
VTA Measure B, Design FY20-21 $460,000
VTA Measure B, Construction FY20-21 $3,725,000

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TRANSPORTATION CIP PROJECTS (CONT'D.)
# Project name Project Description Status Year
Initiated
City Funding Grant Funding Developer
Funds
Project Total
Funding Budget
Budget minus
expenses
4/13/26
Budget minus
encumbrances
4/13/26
T8Q Tamien Innu - West
Segment
Design and construct an off-street
bicycle and pedestrian facility parallel
to the I-280 HWY, from the Don Burnett Bicycle – Pedestrian Bridge to De Anza Blvd. (Externally Funded - Apple) Queued. FY20-21 $600,000 $600,000 $600,000
T9Q School Walk Audit
Implementation
Construct infrastructure-related improvements around schools that were identified as part of the comprehensive School Walk Audit study. (Externally Funded - Apple) Projects at Hyannisport Drive and Tantau/Barnhart will be completed by FY29.

FY18-19 $250,000 $1,472,517 $1,016,823 $992,485
Apple Funding FY19-20 $1,221,863
CAP Allocation FY22-23 $654
8 subtotal $3,116,394 $10,826,620 $3,047,521 $15,491,189 $13,950,655 $4,806,664

SUSTAINABILITY CIP PROJECTS
# Project name Project Description Status Year
Initiated
City Funding Grant Funding Developer
Funds
Project Total
Funding Budget
Budget minus
expenses
4/13/26
Budget minus
encumbrances
4/13/26
SU1 EVCS expansion -
Service Center
The construction of electric vehicle charging station (EVCS) infrastructure for the electrification of the City’s fleet California Air Resources Board (CARB) regulations. Working with SVCE for technical assistance.Estimated Completion: 2026 GC selected and construction can begin once contract is executed. Silicon Valley Clean Energy Community Resilience grant funding accepted 4/21/26.

FY24-25 $560,000 $785,230 $550,355 $546,155
SVCE Comm. Resilience Grant FY25-26 $225,230
SU2 Photovoltaics
Systems Design & Installation
This project will design-build PV systems at three locations: Quinlan Community Center, Cupertino Sports Center, and Community Hall.

Sports Center and Community Hall sites are substantially complete. QCC/Alves parking area construction work is underway.

FY24-25 $6,300,000 $6,300,000 $5,083,573 $2,113,189
2 subtotal $6,860,000 $225,230 $0 $7,085,230

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GENERAL/ADMIN
# Project name Project Description Status Year
Initiated
City Funding Grant Funding Developer
Funds
Project Total
Funding Budget
Budget minus
expenses
4/13/26
Budget minus
encumbrances
4/13/26
Capital Project Support
Supports responses to unusual legal or permit/regulatory issues or similar needs that arise on projects and also allow the expenditures to be assigned to the specific projects.

Ongoing $50,000 $50,000 $50,000 $0
CIP Prelim Planning & Design
Preliminary planning and design resources.

Ongoing. $125,000 $125,000 $125,000 $59,145

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RESOLUTION NO. 26‐________

A RESOLUTION OF THE CUPERTINO CITY COUNCIL
AMENDING THE UNREPRESENTED EMPLOYEES’ COMPENSATION

PROGRAM
WHEREAS the City Council desires to revise the classification plan and salary schedule in the Unrepresented Employees’ Compensation Program adopted by City Council Resolution No. 26‐___.

NOW, THEREFORE, BE IT RESOLVED that

1. The City Council hereby adopts the revised classification plan and salary schedule for unrepresented employees, as shown in Attachment A.

2. The City Manager is hereby authorized to update the Unrepresented Employees’ Compensation Programs to incorporate the revised classification plan and salary schedule.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 19th day of May 2026, by the following vote:

Members of the City Council
AYES:

NOES:

ABSENT:

ABSTAIN:

SIGNED:
________
Kitty Moore, Mayor
City of Cupertino
________________________
Date
ATTEST:
________
Lauren Sapudar, City Clerk
________________________
Date
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 1

PROGRAM PURPOSE AND DEFINITIONS FOR ELIGIBILITY
It is City of Cupertino policy that those certain persons holding positions hereinafter defined and designated either as management or confidential positions shall be eligible for participation under the Unrepresented Employees Compensation Program as hereby adopted by action of the City Council and as same may be amended or as otherwise modified from time to time.

It is the stated purpose of this Compensation Program to give recognition to and to differentiate those eligible employees from represented employees who achieve economic gain and other conditions of employment through negotiation. It is the intent that through this policy and those which are adopted or as may be modified or rescinded from time to time such recognition may be given.

Eligibility for inclusion with this Compensation program is limited to persons holding positions as management or confidential employees as defined under section 2.52.290 of the Cupertino Municipal Code. These are as designated by the Appointing Authority and may be modified as circumstances warrant.

Although subject to change in accordance with provision of the Personnel Code, the positions in the following classifications have been designated as unrepresented.

MANAGEMENT AND CONFIDENTIAL CLASSIFICATIONS:

Classification Title
Accountant I
Accountant II
Accounting Technician
Administrative Assistant
Assistant City Attorney
Assistant Director of Community Development
Assistant Director of Public Works
Assistant Director of Parks and Recreation
Assistant to the City Manager
Budget Manager
Building Official
Business Systems Analyst/Program Manager
Capital Improvement Program Manager
Chief Technology Officer/Director of Information Services (Department Head) City Clerk
City Engineer
Code Enforcement Supervisor
Communications and Marketing Coordinator
Community Relations Coordinator
Attachment A
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Deputy Building Official
Deputy City Attorney
Deputy City Clerk
Deputy City Manager
Director of Community Development (Department Head)
Director of Finance (Department Head)
Director of Parks and Recreation (Department Head)
Director of Public Works
Economic Development Manager
Emergency Services Coordinator
Environmental Programs Manager
Executive Assistant to the City Attorney
Executive Assistant to the City Manager
Finance Manager
GIS Coordinator
GIS Program Manager
Human Resources Analyst I
Human Resources Analyst II
Human Resources Assistant
Human Resources Manager
Human Resources Technician
Information Technology Assistant
Innovation and Technology Manager – Applications
Innovation and Technology Manager - Infrastructure
Legal Services Manager
Management Analyst
Network Specialist
Park Restoration and Improvement Manager
Permit Center Manager
Planning Manager
Public Information Officer
Public Affairs Manager
Public Works Projects Manager
Public Works Supervisor
Purchasing Manager
Recreation Manager
Recreation Supervisor
Senior Accountant
Senior Assistant City Attorney
Senior Business Systems Analyst
Senior Civil Engineer
Senior Management Analyst
Senior Public Works Project Manager
Service Center Superintendent
Special Project Executive
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Transportation Manager
Web Specialist
In the event of any inconsistency between the Compensation Program and any Employment Contracts, the provisions of the Employment Contract and any amendments thereto control.

Adopted by Action of the
City Council, April 1, 1974
Revised 10/74, 3/78, 6/81, 6/82, 7/85, 7/87, 1/89, 7/90, 4/91, 5/91, 7/92, 6/95, 6/96, 7/99, 6/02, 7/04, 6/05, 04/07, 7/10, 10/12, 12/12, 7/13,11/13,12/13,3/14, 7/14, 11/15, 6/16, 10/16, 11/16, 6/17, 10/17, 7/19, 6/22, 8/22, 3/23, 11/23, 6/25, 7/25, 9/25, 5/26 939
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 2

SALARY SCHEDULE

AND OTHER SALARY RATES
It is City of Cupertino policy that eligible persons under this Compensation Program shall be compensated for services rendered to and on behalf of the City on the basis of equity of pay for duties and responsibilities assigned, meritorious service and comparability with similar work in other public and private employment in the same labor market; all of which is contingent upon the City’s ability to pay consistent with its fiscal policies.

• Effective the first full pay period after July 1, 2025, 5.0% salary increase (Pay period which begins July 12, 2025)
• Effective the first full pay period after July 1, 2026, 3.0% salary increase • Effective the first full pay period after July 1, 2027, 3.0% salary increase The City will pay all eligible employees under this Compensation Program, employed with the City as of July 2, 2025, a one-time, non-pensionable lump sum of $1,000, which shall be subject to all applicable payroll tax and withholding. The parties agree that this one-time payment shall not be PERSable (i.e. counted towards base salary or final compensation for CalPERS retirement calculation). Payment shall be made through payroll following the City Council’s approval of the Amended Unrepresented Employees’ Compensation Program. Employees must be an active employee at the time of the retroactive payout in order to receive said $1,000 lump-sum payment.

See Attachment A for a list of paygrades.

Adopted by Action
of the City Council
April 1, 1974
Revised 8/78, 7/79, 6/80, 7/92, 6/95, 10/12, 7/13, 10/16, 7/19, 8/22, 11/23, 9/25 940
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City of Cupertino
UNREPRESENTED EMPLOYEES’COMPENSATION PROGRAM
Policy No. 3

TRAINING AND CONFERENCES
I. POLICY
A. Management Personnel
It is City of Cupertino policy that eligible persons under this Compensation Program shall be reimbursed or receive advances in accordance with the schedules, terms and conditions as set forth herein for attendance at conferences, meetings and training sessions as defined below for each. It is the intent of this policy to encourage the continuing education and awareness of said persons in the technical improvements and innovations in their fields of endeavor as they apply to the City or to implement a City approved strategy for attracting and retaining businesses in the City. One means of implementing this encouragement is through a formal reimbursement and advance schedule for authorized attendance at such conferences, meetings and training sessions.

B. Non-Management Personnel
When authorized by their supervisor, a non-management person may attend a conference, meeting or training session subject to the stated terms and conditions included herein for each with payment toward or reimbursement of certain expenses incurred as defined below for each.

II DEFINITIONS
A. Conferences
A conference is an annual meeting of a work related organization the membership of which may be held in the name of the City or the individual.

B. Local Area
The local area is defined to be within Santa Clara and San Mateo Counties and within a 40- mile distance from Cupertino when traveling to Alameda County.

C. Meetings
A “meeting” shall mean a convention, conference, seminar, workshop, meal, or like assembly having to do with municipal government operations. An employee serving on a panel for interviews of job applicants shall not come under this definition.

D. Training Session
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A training session is any type of seminar or workshop the attendance at which is for the purpose of obtaining information of a work related nature to benefit the City’s operations or to enhance the attendee’s capabilities in the discharge of assigned duties and responsibilities.

III REIMBURSEMENT AND ADVANCE PAYMENT SCHEDULE
A. Intent
This schedule is written with the intent that the employee will make every effort to find the lowest possible cost to the City for traveling on City business. For example, if paying for parking at the airport is less expensive that paying for a taxi or airport shuttle, then the employee should drive their car and park at the airport; or if renting a car is lower than taking taxis at the out-of-town location, then a car should be rented; or air reservations should be booked in advance to obtain discounted fares. The following procedures apply whether the expense is being paid through a reimbursement or a direct advance.

B. Registration
Registration fees for authorized attendance at a meeting or training session will be paid by the City.

C. Transportation
The City will pay transportation costs on the basis of the lowest cost intent stated in paragraph A.

Eligible transportation costs include airfare (with coach fare being the maximum), van or taxi service to and from the attendee’s home and airport, destination or airport parking charges, taxi and shuttle services at the out-of-town location, trains, tolls, or rental cars. Use of a personal automobile for City business shall be reimbursed or advanced at the rate per mile in effect for such use, except in no case shall it exceed air coach fare if the vehicle is being used for getting to the destination. Government or group rates offered by a provider of transportation must be used when available.

Reimbursement or advances for use of a personal automobile on City business within a local area will not be made so as to supplement that already being paid to those persons receiving a monthly mileage allowance.

D. Lodging
Hotel or lodging expenses of the employee resulting from the authorized event or activity defined in this policy will be reimbursed or advanced if the lodging and event occurs outside of the local area.

Not covered will be lodging expenses related to person(s) who are accompanying the City member, but who themselves are not on City business. In this instance, for example, the difference between single and multiple occupancy rates for a room will not be reimbursed.

Where the lodging is in connection with a conference or other organized educational activity, Citypaid lodging costs shall not exceed the maximum group rate published by the conference or activity sponsor, providing that lodging at the group rate is available at the time of booking. If the group rate 942
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at the conference hotel is not available, then the non-conference lodging policy described in the next paragraph should be followed to find another comparable hotel.

Where lodging is necessary for an activity that is not related to a conference or other organized educational activity, reimbursement or advances shall be limited to the actual cost of the room at a group or government rate. In the event that a group or government rate is not available, lodging rates that do not exceed the median price for lodging for that area and time period listed on travel websites like www.hotels.com, www.expedia.com or an equivalent service shall be eligible for reimbursement or advancement.

E. Meals

1. With No Conference
Payments toward or reimbursement of meals related to authorized activities or events shall be at the Internal Revenue Service per diem rate for meals and incidental expenses for a given location, as stated by IRS publications 463 and 1542 and by the U.S. General Services Administration. The per diem shall be split among meals as reasonably desired and reduced accordingly for less than full travel days. If per diem is claimed, no receipts are necessary. Alternatively, the actual cost of a meal can be claimed, within a standard of reasonableness, but receipts must be kept and submitted for the expense incurred.

2. As Part of a Conference
When City personnel are attending a conference or other organized educational activity, they shall be reimbursed or advanced for meals not provided by the activity, on a per diem or actual cost basis. The per diem and actual cost rate shall follow the rules described in the meals with no conference paragraph.

F. Other Expenses
Payments toward or reimbursement of expenses at such functions shall be limited to the actual costs consistent with the application of reasonable standards.

Other reasonable expenses related to business purposes shall be paid consistent with this policy.

No payments shall be made unless, where available, receipts are kept and submitted for all expenses incurred. When receipts are not available, qualifying expenditures shall be reimbursed upon signing of an affidavit of expenditure.

No payment shall be made for any expenses incurred which are of a personal nature or not within a standard of reasonableness for the situation as may be defined by the Finance Department.

G. Non-Reimbursable Expenses
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The City will not reimburse or advance payment toward expenses including, but not limited to:

1. The personal portion of any trip;

2. Political or charitable contributions or events;

3. Family expenses, including those of a partner when accompanying the employee on City-related business, as well as child or pet-related expenses;

4. Entertainment expenses, including theatre, shows, movies, sporting events, golf, spa treatments, etc.

5. Gifts of any kind for any purpose;

6. Service club meals; of those besides economic development staff;

7. Alcoholic beverages;

8. Non-mileage personal automobile expenses including repairs, insurance, gasoline, traffic citations; and

9. Personal losses incurred while on City business.

IV ATTENDANCE AUTHORIZATION
A. Budgetary Limitations
Notwithstanding any attendance authorization contained herein, reimbursement or advances for expenses relative to conferences, meeting or training sessions shall not exceed the budgetary limitations.

B. Conference Attendance
Attendance at conferences or seminars by employees must be approved by their supervisor.

C. Meetings
Any employee, management or non-management, may attend a meeting when authorized by their supervisor.

D. Training Sessions
Any employee, management or non-management, may attend a training session when authorized by their supervisor.

V. FUNDING
A. Appropriation Policy
It shall be the policy of the City to appropriate funds subject to availability of resources. 944
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B. Training Sessions
Payments toward or reimbursement of expenses incurred in attendance at training sessions, will be appropriated annually through the budget process.

VI. DIRECT CASH ADVANCE POLICY
From time to time, it may be necessary for a City employee to request a direct cash advance to cover anticipated expenses while traveling or doing business on the City’s behalf. Such request for an advance should be submitted to their supervisor no less than seven days prior to the need for the advance with the following information: 1) Purpose of the expenditure; 2) The anticipated amount of the expenditure (for example, hotel rates, meal costs, and transportation expenses); and 3) The dates of the expenditure. An accounting of expenses and return of any unused advance must be reported to the City within 30 calendar days of the employee’s return on the expense report described in Section VII.

VII. EXPENSE REPORT REQUIREMENTS
All expense reimbursement requests or final accounting of advances received must be approved by their supervisor, on forms determined by the Finance Department, within 30 calendar days of an expense incurred, and accompanied by a business purpose for all expenditures and a receipt for each non- per diem item.

Revised 7/83, 7/85, 7/87, 7/88, 7/91, 7/92, 12/07, 7/10 945
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 4

AUTOMOBILE ALLOWANCES AND

MILEAGE REIMBURSEMENTS
It is City of Cupertino policy that eligible persons under this Compensation Program shall be compensated fairly for the use of personal automotive vehicles on City business. In many instances the use of personal vehicles is a condition of employment due to the absence of sufficient City owned vehicles for general transportation purposes. It is not intended, however, that such a condition of employment should work an undue hardship. For this reason, the following policies shall apply for mileage reimbursements.

Those persons who occasionally are required to use their personal automobiles for City business shall be reimbursed for such use at an appropriate rate established by the City Council. Submission of reimbursement requests must be approved by the Department Head.

Employees in the following classifications shall be paid on a monthly basis the following automobile allowance:

Classification Allowance

Director of Community Development 300.00
Director of Finance 300.00
Director of Parks and Recreation 300.00
Director of Public Works 300.00
Chief Technology Officer/ 300.00
Director of Information Services
Special Project Executive 300.00
Deputy City Manager 300.00
City Clerk 250.00
Senior Civil Engineer 250.00
Assistant Director of Public Works 250.00
City Engineer 250.00
Transportation Manager 250.00
Assistant Director of Community Development 200.00
Assistant Director of Parks and Recreation 200.00
Public Affairs Manager 200.00
Recreation Supervisor 200.00
Recreation Manager 200.00

Employees receiving automobile allowance shall be eligible for reimbursement for travel that exceeds two hundred miles round trip.
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Adopted by Action of the City Council
April 1, 1974
Revised 7/74, 5/79, 6/80, 7/81, 8/84, 7/87, 1/89, 7/90,7/92, 6/96, 8/99, 6/00, 9/01, 1/02, 6/02, 10/07, 7/10, 7/11, 10/12, 12/12, 7/13, 11/15, 10/16, 11/16, 6/17, 7/19, 8/22, 3/23, 6/25, 9/25, 1/26, 5/26 947
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 5

ASSOCIATION MEMBERSHIPS AND

PROFESSIONAL PUBLICATIONS
It is City of Cupertino policy that eligible persons under this Compensation Program shall be entitled to City sponsored association memberships as well as receiving subscriptions to professional and technical publications. Such sponsorship, however, shall be conditioned upon the several factors as set forth below.

Each association for which membership is claimed must be directly related to the field of endeavor of the person to be benefited. Each claim for City sponsored membership shall be submitted by or through the Department Head with their concurrence to the City Manager for approval.

Subscriptions to or purchase of professional and technical publications may be provided at City expense when such have been authorized by the Department Head providing the subject matter and material generally contained therein are related to municipal governmental operations.

Adopted by Action of
the City Council
April 1, 1974
Revised
7/92
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 6

OVERTIME WORKED
EXEMPT POSITIONS:

Management and non-represented professional employees are ineligible for overtime payments for time worked in excess of what otherwise would be considered as a normal work day or work week for other employees. However, no deduction from leave balances are made when such an employee is absent for less than a regular work day as long as the employee has his/her supervisor’s approval.

Nothing in this policy precludes the alternative work schedule, which may include an absence of a full eight hour day, when forty hours have been worked in the same seven day work period.

NON-EXEMPT POSITIONS:

Confidential employees are eligible for overtime or compensation time, at their discretion, for the time worked in excess of 40 hours per week. Nothing in this policy precludes the alternative work schedule, which may include an absence of a full eight hour day, where forty hours have been worked in the same seven day period.

COMPENSATORY TIME OFF
At the employee’s discretion, compensatory time (CTO) may be granted for overtime worked at the rate of time and one-half for each hour worked in lieu of compensation in cash. Employees, who have previously earned CTO, shall be allowed to schedule CTO at the employee’s discretion provided (1) that prior supervisory approval has been obtained and (2) the request is made in writing.

CTO may be accrued for up to 80 hours per calendar year. Any CTO earned exceeding 80 hours will be paid at the rate of time and one-half. An employee may carry over the unused balance into the next calendar year. Any unused carryover balance will be automatically paid out at the end of the calendar year.

An employee may exercise his/her option twice each calendar year to convert any/or all accumulated compensatory time to cash.

STANDBY COMPENSATION
Employees in the classification of Information and Technology Assistant who are required to be available during their off-shift hours for possible recall for emergency service shall be compensated $300.00 per 128 hours. Minimum staffing and skill qualifications for standby assignment shall be determined by the City.
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Adopted by Action of
the City Council
April 1, 1974
Revised
6/80, 7/91, 7/92, 6/96, 7/97, 4/07, 7/13, 10/16, 8/22
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City of Cupertino
UNREPRESENTED EMPLOYEES’COMPENSATION PROGRAM
Policy No. 7

HEALTH BENEFITS PLAN - EMPLOYER CONTRIBUTION
It is the policy of the City of Cupertino to provide group hospital and medical insurance under which employees in Management and Confidential positions and their dependents may be covered. The purpose of this program is to promote and preserve the health of employees and their families through comprehensive health plans available only through employer sponsorship.

Although the premium cost for the insurance provided remains the ultimate responsibility of the employee in these positions, the City shall contribute the amounts listed below towards the premium or pay the full cost of the premium if less than the stated amounts. If the premium amounts for any employee covered by this policy are less than the amounts listed below per month, the difference between the premium amount and the stated amounts will be included in the employee’s gross pay.

The City agrees to make available a plan of comprehensive health and welfare benefits for eligible employees. Any such benefits program must have the continued approval of the Board of Administration, Public Employees Retirement System. For each participating employee, the City shall contribute toward premium cost of the following amount per month during the term of this agreement.

Effective July 1, 2025, for each participating employee, the City shall contribute toward premium cost the following amount per month during the term of this agreement.

January 1, 2025 City Max Health
Contribution
City Max Dental
Contribution
City Total Max
Contribution
Employee $1,112.90 $114.30 $1,227.20
Employee + 1 $2,225.80 $114.30 $2,340.10
Employee + 2 $2,893.54 $114.30 $3,007.84
With regards to any change in the monthly medical plan premium charged by CalPERS in the plan years subsequent to 2025 (specifically, the CalPERS healthcare rate increases effective January 1, 2026, January 1, 2027 and January 1, 2028), the City’s maximum contributions shall be tied to the CalPERS Kaiser Permanente plan increases and shall be capped at no more than 20% of any such total increase in aggregate between 2025 – 2028. Any required contribution amounts exceeding the premium contribution of the City are the responsibility of the employee.

Health In-Lieu Payments

City agrees to pay a monthly amount of three hundred seventy-five ($375.00) per month to the employee who can demonstrate that they have equivalent health coverage through their spouse, parent, or other group coverage and who request this cash payment in lieu of health insurance coverage.
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*Dental Coverage: Effective the first month after Council adoption of MOU, dental coverage is capped at $2,500.00 per dependent per annual plan year for the term of this contract.

Adopted by Action of the City Council
September 16, 1974
Revised
7/75, 7/76, 7/77, 8/78, 7/79, 6/80, 6/81, 7/81, 6/82, 7/83, 7/84, 7/88, 7/89, 7/90, 7/91, 7/92, 6/95, 7/97, 7/99, 6/00, 6/02, 7/04, 6/05, 4/07,12/12, 7/13, 10/16, 7/19, 12/19, 8/22, 9/25 952
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 8

FIXED HOLIDAYS
It is the policy of the City of Cupertino to recognize days of historical and national significance as holidays of the City without loss of pay or benefits. Recognizing the desirable times throughout the year, it is the policy of the City of Cupertino to provide days off in lieu of holidays for management and confidential employees at such times as are convenient for each employee and supervisor, when such policy is compatible with the workload and schedule of the City.

The City provides the following fixed paid holidays for eligible employees covered by this agreement:

1. New Year’s Day

2. Martin Luther King Day

3. Lunar New Year

4. Presidents’ Day

5. Cesar Chavez Day

6. Memorial Day

7. Juneteenth

8. Independence Day

9. Labor Day

10. Veteran’s Day

11. Thanksgiving Day

12. Day Following Thanksgiving

13. Christmas Eve

14. Christmas Day

15. New Year’s Eve
When a holiday falls on a Sunday, the following Monday shall be observed as the non-work day. When a holiday falls on a Saturday, the previous Friday shall be observed as the non-work day.

FLOATING HOLIDAY
In addition to the paid holidays, employees occupying these positions shall be provided 20 floating hours per calendar year as non-work time with full pay and benefits. Employees may accumulate floating holiday hours up to two times their annual accrual.

Adopted by Action of
the City Council
July 7, 1975
Revised 6/80, 6/89, 7/92, 7/99, 7/13, 8/22, 11/23, 9/25 953
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 9

LIFE, LONG TERM DISABILITY INSURANCE, AND SHORT TERM DISABILITY INSURANCE It is the policy of the City of Cupertino to make available group insurance for Management and Confidential employees that will mitigate the personal and family financial hardships resulting from continuing disability that prevents an employee from performing gainfully in his or her occupation. It is further the policy of the City of Cupertino to provide life insurance benefits in an amount of two and one half times the employee’s annual salary to a maximum of $250,000.00.

Employees occupying unrepresented positions may enroll in the disability income program and the life insurance program offered if eligible under the contract provisions of the policy and the personnel rules of the City. The full cost of premiums for these programs shall be paid by the City for such employees.

Adopted by Action of
the City Council
September 16, 1976
Revised 7/76, 6/80, 6/81, 6/82, 6/92, 10/16
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 10

DEFERRED COMPENSATION
It is the policy of the City of Cupertino to provide equitable current compensation and reasonable retirement security for management and confidential employees for services performed for the City. The City participates in the California Public Employees’ Retirement System (PERS) and deferred compensation plans have been established. Both the employee and employer may make contributions from current earnings to these plans. The purpose of this policy is to promote means by which compensation may be provided in such manner and form to best meet the requirements of the City and the needs of individual employees, thereby increasing the ability, to attract and retain competent management and confidential employees.

The City shall maintain and administer means by which employees in these positions may defer portions of their current earnings for future utilization. Usage of such plans shall be subject to such agreements, rules and procedures as are necessary to properly administer each plan. Employee contributions to such plans may be made in such amounts as felt proper and necessary to the employee.

Employer contributions shall be as determined by the City Council.

Adopted by Action of
the City Council
July 7, 1975
Revised 6/80, 7/87, 7/92, 7/99
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 11
PUBLIC EMPLOYEES’ RETIREMENT SYSTEM CONTRIBUTION
A. Employees hired on or before December 29, 2012 Only:

For employees hired on or before December 29, 2012, the City has contracted with CalPERS for a 2.7% @55 formula.

Effective in the first full pay period in July 2017, each employee shall pay the full 8.0% of applicable salary of the employee’s contribution towards CalPERS.

B. For Employees hired by the City of Cupertino on December 30, 2012 or December 31, 2012 or a current CalPERS employee who qualifies as a classic member under CalPERS Regulations Only:

For Employees hired by the City of Cupertino on December 30, 2012 or December 31, 2012 or a current CalPERS employee who qualifies as a classic member under CalPERS Regulations only the City has contracted with CalPERS for a 2.0% @ 60 retirement formula, three year average compensation.

Effective October 1, 2016, the City shall not pay the employee’s contribution rate to the California Public Employees Retirement System (CalPERS) and each employee shall pay the full 7% of applicable salary of the employee’s contribution towards CalPERS.

C. For new employees hired by the City of Cupertino on or after January 1, 2013 and do not qualify as Classic members Only:

For new employees hired by the City of Cupertino on or after January 1, 2013 and do not qualify as classic members as defined by CalPERS, CalPERS has by statute implemented a 2% @ 62 formula, three year average and employees in this category shall pay 50% of the normal cost rate as determined by CalPERS.

Adopted by Action of
the City Council
June, 1981
Revised 6/87, 6/89, 7/90, 7/91, 7/92, 6/03, 7/04, 4/07, 7/10, 10/12, 12/12, 7/13, 10/16, 7/19 956
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 12

DENTAL INSURANCE - EMPLOYER CONTRIBUTION
It is the policy of the City of Cupertino to provide dental insurance under which employees in Management and Confidential positions and their dependents may be covered. The purpose of this program is to promote and preserve the health of employees.

The premium cost for the insurance provided by the City shall not exceed $114.30 per month per employee. Enrollment in the plan or plans made available pursuant to this policy shall be in accordance with Personnel Rules of the City and the provisions of the contract for such insurance between the City and carrier or carriers.
*Dental Coverage: Effective the first month after Council adoption of agreement, dental coverage is capped at $2,500.00 per dependent per annual plan year for the term of this contract.

Adopted by Action of
City Council
July 1, 1983
Revised 7/87, 7/88, 7/89, 7/90, 7/91, 7/92, 6/95, 7/99, 4/07, 10/12, 10/16, 7/19, 9/25 957
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 13

ADMINISTRATIVE LEAVE
The department heads and executive level staff shall receive eighty (80) hours of administrative leave with pay per year. Unrepresented employees exempt from the provisions of the Fair Labor Standards Act shall receive forty (40) hours of administrative leave with pay per year.

Employees may accumulate administrative leave hours up to two times their annual accrual.

Employees shall be eligible to convert up to 80 hours of administrative leave to pay one time each calendar year.

Adopted by Action of
the City Council
July, 1988
Revised
7/92, 7/97, 7/99, 7/10, 12/12, 10/16, 8/22, 3/23
City of Cupertino
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 14

EMPLOYEE ASSISTANCE PROGRAM
It is the policy of the City of Cupertino to provide an Employee Assistance Program for the benefit of Management and Confidential employees and their eligible dependents. The purpose of this program is to provide professional assistance and counseling concerning financial, legal, pre-retirement, and other matters of a personal nature.

Adopted by Action of the City Council
June 17, 1996
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 15

VACATION ACCUMULATION
The department heads and executive level staff shall earn vacation hours under the same vacation accumulation schedule as all other employees. Credit shall be provided for previous public sector service time on a year-for-year basis as to annual vacation accumulation. Credit shall only be given for completed years of service. Public service credit shall not apply to any other supplemental benefit.

Employee(s) affected by this policy will have the responsibility of providing certification as to previous public sector service.

Benefited full-time employees accrue vacation in accordance with the following schedule.

Benefited employees who work less than a full-time work schedule accrue vacation in accordance with the following schedule on a pro-rated basis.

Service Time Annual Accruals Maximum Accrual
0 - 3 Years 80 Hours 160 Hours
4 - 9 Years 120 Hours 240 Hours
10 – 14 Years 160 Hours 272 Hours
15 – 19 Years 176 Hours 320 Hours
20 + Years 192 Hours 352 Hours
An employee may accrue no more vacation credit than what is listed above.

VACATION CREDITS
The hiring manager, with the approval of the department head and the City Manager, may offer a vacation bank of up to 120 hours of vacation to a prospective candidate in the Unrepresented group.

These hours do not vest for payoff purposes if the employee leaves service.

Adopted by Action of the City Council
July 7, 1997
Revised 6/99, 7/10, 12/12, 7/13, 10/16, 3/23
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 16

HOUSING ASSISTANCE PROGRAM
Housing assistance may be offered to the department heads pursuant to Resolution No. 15-092.

Adopted by Action of the City Council
July 7, 1997
Revised 7/99, 7/10, 8/12, 10/15
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 17
VISION INSURANCE – EMPLOYER CONTRIBUTION
It is the policy of the City of Cupertino to provide vision insurance under which employees and their dependents may be covered. The purpose of this program is to promote and preserve the health of employees.

The premium cost for the insurance provided by the City shall not exceed $14.94 per month per employee. Enrollment in the plan or plans made available pursuant to this policy shall be in accordance with the provisions of the contract between the City and carrier or carriers providing vision insurance coverage,
Adopted by Action of the City Council
July 1997
Revised 7/99, 6/02, 6/03, 7/10, 10/12
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 18

WORK OUT OF CLASSIFICATION/WORK IN DUAL CLASSIFICATION
Work Out of Classification – Temporary assignment, approved in advance by the department head, to a classification in a higher pay grade shall be compensated at the Step 1 rate of the higher classification or at a rate five (5) percent greater than that of the regular position, whichever is greater, for the number of hours assigned. In order to qualify for out-of-classification pay, an employee shall work a minimum of four (4) hours per day in the temporary assignment.

An employee may be assigned to work out of class in a higher classification when there is a vacant position for which a recruitment is being, or will be, conducted. Out of class assignments may not exceed 960 hours in a fiscal year. Compensation for work performed in an out-of-class capacity is included for purposes of calculating CalPERS compensation, however, this is at the discretion of CalPERS and future changes to CalPERS regulations would supersede the language of this section.

An employee may receive acting pay for working in a higher classification where a vacancy does not exist, in the case of an incumbent being on vacation or leave of absence, or due to the employee being asked to perform higher level work on any other temporary basis. Acting pay is not included for purposes of calculating CalPERS compensation.

The higher rate of pay shall be used in computing overtime when authorized overtime is worked in a non-exempt, out of class or acting work assignment. When a non-exempt employee is working out of class or acting in an exempt position for 20 hours or more in a work week, the employee will be ineligible to receive overtime pay for any and all hours worked in the exempt classification during that work week.

All requests for out of class pay or acting pay must be approved by the Director of Finance or his/her designee.

Adopted by Action of the City Council
October 2016
Revised 7/19, 5/26
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 19

EDUCATION REIMBURSEMENT PROGRAM
It is the intent of the City to recognize the value of continuing education and professional development of its employees; and to adopt an Education Reimbursement Program which will encourage employees to avail themselves of City job related educational opportunities that will advance their knowledge and interests in the direction of their career path. Courses should either: a) maintain or improve job skills in the employee’s current position; b) be expressly required by the City or by law; or c) prepare the employee to become a competitive applicant for a different position with the City.

The Education Reimbursement Program is a benefit to all full time benefited employees who have completed the required probationary period and provides education reimbursement of up to two thousand dollars($2,000) per calendar year for the cost of registration, required textbooks and/or materials and parking. Employees who wish to seek reimbursement from the City for educational program costs shall provide a written request for reimbursement in advance of enrollment to the Human Resources Division. The form provided shall include the type of training, sponsoring organization or institution, meeting times and costs. Human Resources and the employee’s department head will make the determination if the chosen education program is eligible for reimbursement.

No employee shall receive any reimbursement until they have provided satisfactory proof of successful completion of the coursework with a grade of “C” or above, or “Pass” in the case of a Pass/Fail course.

Such proof of completion shall be provided within 30 days of the conclusion of the course.

Education reimbursement is a taxable benefit under IRS Code. Education reimbursement will be applied to the calendar year in which the course is passed and satisfactory proof of completion is submitted.

Mandatory or annual coursework, attendance at conferences and training required to maintain job specific certifications or proficiencies are not included in the Education Reimbursement Program.

Adopted by Action of the City Council
July 2019
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 20

CITY SPONSORED RECREATION AND WELLNESS PROGRAMS
Unrepresented employees shall have the privilege of enrollment in City sponsored recreation programs at the City residents’ fee structure and in preference to non-residents wishing to enroll. Each calendar year, employees and family members on the employee’s dental plan are eligible to be reimbursed up to $500 per employee in Rec Bucks. Employees shall be reimbursed for approved recreation services in accordance with the City’s Recreation Buck Policies. Programs allowing for preregistration will be reimbursed after completion of the program, including those allowing for or requiring preregistration in the calendar year prior to reimbursement. Reimbursements shall be applied to the year in which they are received. Benefited employees will also receive a free employee-only annual Cupertino Sports Center membership. Part-time benefited employees will have the annual amount of Recreation Bucks prorated based on number of hours worked. Recreation Bucks are a taxable benefit under IRS Code, and must be used by the employee within the calendar year and are non-transferrable.

City employees are eligible to participate in the City’s wellness program as provided for in the City’s Administrative Rules and Regulations.

Adopted by Action of the City Council
July 2019
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Listing of Unrepresented Classifications by
Salary Rate or Pay Grades
Effective July 1, 2013 (Res. No. 13-061)
Amended 11/19/ 13 (Res. No. 13-099)
Amended 12/17/13 (Res. No. 13-108)
Amended 3/18/14 (Res. No. 14-130)
Amended 11/3/14 (Res. No. 14-209)
Amended 11/3/2015 (Res. No. 15-099)
Amended 6/21/16 (Res. No. 16-064)
Amended 10/4/16 (Res. No. 16-104 – Not adopted)
Amended 10/18/16 (Res. No. 16-108)
Amended 11/15/16 (Res. No. 16-128)
Amended 6/20/17 (Res. No. 17-056)
Amended 10/17/17 (Res. No. 17-101)
Amended 7/16/19 (Res. No. 19-086)
Amended 11/19/19 (Res. No. 19-140)
Amended 6/7/22 (Res. No. 22-067 on 6/9/22)
Amended 8/16/22 (Res. No. 22-103)
Amended 3/7/23 (Res. No.23-028 )
Amended 6/3/25 ( Res. No. )
Amended 7/15/25 ( Res. No.)
Amended 9/3/25 (Res. No.)
Amended 1/21/26 (Res. No.)
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ATTACHMENT A

SALARY SCHEDULE
Salary Effective July 15, 2025
Year 1 - Salary Effective First Full Pay Period in July 2025 Classification Step1 Step2 Step3 Step4 Step5
ACCOUNTANT I $48.93 $51.38 $53.95 $56.65 $59.48
ACCOUNTANT II $53.94 $56.64 $59.47 $62.45 $65.57
ACCOUNTING TECHNICIAN $48.54 $50.96 $53.51 $56.19 $58.99 ADMINISTRATIVE ASSISTANT $42.68 $44.82 $47.06 $49.41 $51.88 ASSISTANT CITY ATTORNEY $97.48 $102.35 $107.47 $112.84 $118.48 ASSISTANT DIRECTOR COMM DEV $95.34 $100.11 $105.12 $110.37 $115.89 ASSISTANT TO THE CITY MANAGER $78.41 $82.33 $86.45 $90.77 $95.31 ASST DIR PUBLIC WORKS ENG $99.19 $104.15 $109.36 $114.82 $120.56 ASST DIR RECREATION COMM SVCS $95.34 $100.11 $105.12 $110.37 $115.89 BUDGET MANAGER $89.15 $93.61 $98.29 $103.20 $108.36
BUILDING OFFICIAL $89.60 $94.08 $98.79 $103.73 $108.91
BUSINESS SYSTEMS ANALYST $69.18 $72.64 $76.27 $80.09 $84.09 CAPITAL IMPV PROGRAM MGR $89.05 $93.51 $98.18 $103.09 $108.24 CHIEF TECHNOLOGY OFFICER $117.71 $123.59 $129.78 $136.27 $143.07 CITY CLERK $79.51 $83.49 $87.66 $92.05 $96.65
CITY ENGINEER $99.19 $104.15 $109.36 $114.82 $120.56
CODE ENFORCEMENT SUPERVISOR $77.51 $81.39 $85.46 $89.73 $94.22 COMMS AND MARKETING COORDINATOR $64.90 $68.14 $71.55 $75.13 $78.88 COMMUNITY RELATIONS COORDINATOR $49.21 $51.67 $54.25 $56.96 $59.81 DEPARTMENT HEAD $117.71 $123.59 $129.78 $136.27 $143.07 DEPUTY BUILDING OFFICIAL $77.51 $81.39 $85.46 $89.73 $94.22 DEPUTY CITY ATTORNEY $70.14 $73.64 $77.33 $81.19 $85.25 DEPUTY CITY CLERK $56.74 $59.58 $62.55 $65.68 $68.97
DEPUTY CITY MANAGER $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF FINANCE $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF COMM DEVELOPMENT $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF PARKS AND RECREATION $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF PUBLIC WORKS $121.15 $127.21 $133.57 $140.25 $147.26 ECONOMIC DEVELOPMENT MANAGER $85.59 $89.87 $94.37 $99.08 $104.04 EMERGENCY SERVICES COORDINATOR $69.57 $73.05 $76.71 $80.54 $84.57 ENVIRONMENTAL PROGRAMS MANAGER $89.05 $93.51 $98.18 $103.09 $108.24 EXEC ASST TO CITY MANAGER $50.15 $52.66 $55.30 $58.06 $60.96 967
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EXEC ASST TO THE CITY ATTNY $48.92 $51.38 $53.95 $56.63 $59.48 FINANCE MANAGER $89.15 $93.61 $98.29 $103.20 $108.36
GIS COORDINATOR $51.15 $53.71 $56.39 $59.21 $62.17
GIS PROGRAM MANAGER $88.11 $92.52 $97.14 $102.00 $107.10 HUMAN RESOURCE ANALYST I $58.86 $61.81 $64.90 $68.14 $71.55 HUMAN RESOURCES ANALYST II $64.90 $68.14 $71.55 $75.12 $78.88 HUMAN RESOURCES ASSISTANT $35.45 $37.22 $39.08 $41.03 $43.08 HUMAN RESOURCES MANAGER $89.15 $93.61 $98.29 $103.20 $108.36 HUMAN RESOURCES TECHNICIAN $48.54 $50.96 $53.51 $56.19 $58.99 I.T. ASSISTANT $47.73 $50.12 $52.62 $55.25 $58.02
INNOVATION AND TECHNOLOGY MGR $88.11 $92.52 $97.14 $102.00 $107.10 LEGAL SERVICES MANAGER $50.53 $53.05 $55.71 $58.49 $61.42 MANAGEMENT ANALYST $59.37 $62.33 $65.45 $68.72 $72.16
NETWORK SPECIALIST $61.06 $64.12 $67.32 $70.69 $74.22
PARK RESTORATION IMPV MGR $83.29 $87.46 $91.83 $96.42 $101.24 PERMIT CENTER MANAGER $77.51 $81.39 $85.46 $89.73 $94.22 PLANNING MANAGER $89.60 $94.08 $98.79 $103.73 $108.91
PUBLIC AFFAIRS MANAGER $76.58 $80.41 $84.43 $88.66 $93.09 PUBLIC INFORMATION OFFICER $76.50 $80.33 $84.34 $88.56 $92.99 PUBLIC WORKS PROJECT MANAGER $73.21 $76.88 $80.72 $84.76 $88.99 PUBLIC WORKS SUPERVISOR $61.71 $64.80 $68.04 $71.44 $75.01 PURCHASING MANAGER $89.15 $93.61 $98.29 $103.20 $108.36 RECREATION MANAGER $63.01 $66.16 $69.46 $72.94 $76.58
RECREATION SUPERVISOR $57.15 $60.01 $63.01 $66.16 $69.46 SENIOR ACCOUNTANT $62.45 $65.57 $68.85 $72.30 $75.91
SENIOR ASSISTANT CITY ATTORNEY $117.71 $123.59 $129.78 $136.27 $143.07 SENIOR BUSINESS SYSTEMS ANALYST $74.03 $77.73 $81.61 $85.70 $89.98 SENIOR CIVIL ENGINEER $83.64 $87.82 $92.22 $96.83 $101.67 SENIOR MANAGEMENT ANALYST $64.90 $68.14 $71.55 $75.13 $78.88 SENIOR PUBLIC WORKS PROJECT MGR $76.88 $80.72 $84.76 $88.99 $93.44 SERVICE CENTER SUPERINTENDENT $78.91 $82.86 $87.00 $91.35 $95.92 SPECIAL PROJECT EXECUTIVE $117.71 $123.59 $129.78 $136.27 $143.07 TRANSPORTATION MANAGER $89.05 $93.51 $98.18 $103.09 $108.24 WEB SPECIALIST $53.99 $56.69 $59.53 $62.50 $65.63
Year 2 - Salary Effective First Full Pay Period in July 2026 Classification Step1 Step2 Step3 Step4 Step5
ACCOUNTANT I $50.40 $52.92 $55.57 $58.34 $61.26
ACCOUNTANT II $55.56 $58.34 $61.25 $64.32 $67.53
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ACCOUNTING TECHNICIAN $49.99 $52.49 $55.11 $57.87 $60.76 ADMINISTRATIVE ASSISTANT $43.96 $46.16 $48.47 $50.89 $53.44 ASSISTANT CITY ATTORNEY $100.40 $105.42 $110.69 $116.23 $122.04 ASSISTANT DIRECTOR COMM DEV $98.20 $103.11 $108.27 $113.68 $119.37 ASSISTANT TO THE CITY MANAGER $80.77 $84.80 $89.04 $93.50 $98.17 ASST DIR PUBLIC WORKS ENG $102.16 $107.27 $112.64 $118.27 $124.18 ASST DIR RECREATION COMM SVCS $98.20 $103.11 $108.27 $113.68 $119.37 BUDGET MANAGER $91.83 $96.42 $101.24 $106.30 $111.61
BUILDING OFFICIAL $92.29 $96.90 $101.75 $106.84 $112.18 BUSINESS SYSTEMS ANALYST $71.26 $74.82 $78.56 $82.49 $86.62 CAPITAL IMPV PROGRAM MGR $91.72 $96.31 $101.13 $106.18 $111.49 CHIEF TECHNOLOGY OFFICER $121.24 $127.30 $133.67 $140.36 $147.37 CITY CLERK $81.90 $85.99 $90.29 $94.81 $99.55
CITY ENGINEER $102.16 $107.27 $112.64 $118.27 $124.18
CODE ENFORCEMENT SUPERVISOR $79.84 $83.83 $88.02 $92.42 $97.05 COMMS AND MARKETING COORDINATOR $66.84 $70.18 $73.69 $77.38 $81.25 COMMUNITY RELATIONS COORDINATOR $50.68 $53.22 $55.88 $58.67 $61.61 DEPARTMENT HEAD $121.24 $127.30 $133.67 $140.36 $147.37 DEPUTY BUILDING OFFICIAL $79.84 $83.83 $88.02 $92.42 $97.05 DEPUTY CITY ATTORNEY $72.24 $75.85 $79.65 $83.63 $87.81 DEPUTY CITY CLERK $58.44 $61.36 $64.43 $67.65 $71.04
DEPUTY CITY MANAGER $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF FINANCE $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF COMM DEVELOPMENT $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF PARKS AND RECREATION $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF PUBLIC WORKS $124.79 $131.03 $137.58 $144.46 $151.68 ECONOMIC DEVELOPMENT MANAGER $88.16 $92.57 $97.20 $102.06 $107.16 EMERGENCY SERVICES COORDINATOR $71.66 $75.25 $79.01 $82.96 $87.11 ENVIRONMENTAL PROGRAMS MANAGER $91.72 $96.31 $101.13 $106.18 $111.49 EXEC ASST TO CITY MANAGER $51.66 $54.24 $56.95 $59.80 $62.79 EXEC ASST TO THE CITY ATTNY $50.39 $52.92 $55.57 $58.33 $61.26 FINANCE MANAGER $91.83 $96.42 $101.24 $106.30 $111.61
GIS COORDINATOR $52.68 $55.32 $58.08 $60.99 $64.04
GIS PROGRAM MANAGER $90.75 $95.29 $100.06 $105.06 $110.31 HUMAN RESOURCE ANALYST I $60.63 $63.66 $66.84 $70.18 $73.69 HUMAN RESOURCES ANALYST II $66.84 $70.18 $73.69 $77.38 $81.25 HUMAN RESOURCES ASSISTANT $36.51 $38.33 $40.25 $42.26 $44.38 HUMAN RESOURCES MANAGER $91.83 $96.42 $101.24 $106.30 $111.61 HUMAN RESOURCES TECHNICIAN $49.99 $52.49 $55.11 $57.87 $60.76 969
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I.T. ASSISTANT $49.16 $51.62 $54.20 $56.91 $59.76
INNOVATION AND TECHNOLOGY MGR $90.75 $95.29 $100.06 $105.06 $110.31 LEGAL SERVICES MANAGER $52.04 $54.65 $57.38 $60.25 $63.26 MANAGEMENT ANALYST $61.15 $64.21 $67.42 $70.79 $74.33
NETWORK SPECIALIST $62.90 $66.04 $69.34 $72.81 $76.45
PARK RESTORATION IMPV MGR $85.79 $90.08 $94.59 $99.31 $104.28 PERMIT CENTER MANAGER $79.84 $83.83 $88.02 $92.42 $97.05 PLANNING MANAGER $92.29 $96.90 $101.75 $106.84 $112.18
PUBLIC AFFAIRS MANAGER $78.88 $82.83 $86.97 $91.32 $95.88 PUBLIC INFORMATION OFFICER $78.80 $82.74 $86.87 $91.22 $95.78 PUBLIC WORKS PROJECT MANAGER $75.41 $79.18 $83.14 $87.30 $91.66 PUBLIC WORKS SUPERVISOR $63.57 $66.74 $70.08 $73.59 $77.26 PURCHASING MANAGER $91.83 $96.42 $101.24 $106.30 $111.61 RECREATION MANAGER $64.90 $68.14 $71.55 $75.13 $78.88
RECREATION SUPERVISOR $58.86 $61.81 $64.90 $68.14 $71.55 SENIOR ACCOUNTANT $64.33 $67.54 $70.92 $74.46 $78.19
SENIOR ASSISTANT CITY ATTORNEY $121.24 $127.30 $133.67 $140.36 $147.37 SENIOR BUSINESS SYSTEMS ANALYST $76.25 $80.06 $84.06 $88.27 $92.68 SENIOR CIVIL ENGINEER $86.15 $90.46 $94.98 $99.73 $104.72 SENIOR MANAGEMENT ANALYST $66.84 $70.18 $73.69 $77.38 $81.25 SENIOR PUBLIC WORKS PROJECT MGR $79.18 $83.14 $87.30 $91.66 $96.25 SERVICE CENTER SUPERINTENDENT $81.28 $85.34 $89.61 $94.09 $98.79 SPECIAL PROJECT EXECUTIVE $121.24 $127.30 $133.67 $140.36 $147.37 TRANSPORTATION MANAGER $91.72 $96.31 $101.13 $106.18 $111.49 WEB SPECIALIST $55.61 $58.39 $61.31 $64.38 $67.60
Year 3 - Salary Effective First Full Pay Period in July 2027 Classification Step1 Step2 Step3 Step4 Step5
ACCOUNTANT I $51.91 $54.51 $57.23 $60.10 $63.10
ACCOUNTANT II $57.23 $60.09 $63.09 $66.25 $69.56
ACCOUNTING TECHNICIAN $51.49 $54.06 $56.77 $59.61 $62.59 ADMINISTRATIVE ASSISTANT $45.28 $47.55 $49.93 $52.42 $55.04 ASSISTANT CITY ATTORNEY $103.41 $108.58 $114.01 $119.71 $125.70 ASSISTANT DIRECTOR COMM DEV $101.15 $106.21 $111.52 $117.09 $122.95 ASSISTANT TO THE CITY MANAGER $83.19 $87.35 $91.72 $96.30 $101.12 ASST DIR PUBLIC WORKS ENG $105.23 $110.49 $116.01 $121.82 $127.91 ASST DIR RECREATION COMM SVCS $101.15 $106.21 $111.52 $117.09 $122.95 BUDGET MANAGER $94.58 $99.31 $104.27 $109.49 $114.96
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BUILDING OFFICIAL $95.06 $99.81 $104.80 $110.04 $115.54 BUSINESS SYSTEMS ANALYST $73.40 $77.07 $80.92 $84.97 $89.21 CAPITAL IMPV PROGRAM MGR $94.48 $99.20 $104.16 $109.37 $114.84 CHIEF TECHNOLOGY OFFICER $124.88 $131.12 $137.68 $144.57 $151.79 CITY CLERK $84.36 $88.57 $93.00 $97.65 $102.54
CITY ENGINEER $105.23 $110.49 $116.01 $121.82 $127.91
CODE ENFORCEMENT SUPERVISOR $82.23 $86.35 $90.66 $95.20 $99.96 COMMS AND MARKETING COORDINATOR $68.85 $72.29 $75.91 $79.70 $83.69 COMMUNITY RELATIONS COORDINATOR $52.20 $54.81 $57.55 $60.43 $63.45 DEPARTMENT HEAD $124.88 $131.12 $137.68 $144.57 $151.79 DEPUTY BUILDING OFFICIAL $82.23 $86.35 $90.66 $95.20 $99.96 DEPUTY CITY ATTORNEY $74.41 $78.13 $82.04 $86.14 $90.44 DEPUTY CITY CLERK $60.19 $63.20 $66.36 $69.68 $73.17
DEPUTY CITY MANAGER $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF FINANCE $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF COMM DEVELOPMENT $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF PARKS AND RECREATION $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF PUBLIC WORKS $128.53 $134.96 $141.70 $148.79 $156.23 ECONOMIC DEVELOPMENT MANAGER $90.80 $95.34 $100.11 $105.12 $110.37 EMERGENCY SERVICES COORDINATOR $73.81 $77.50 $81.38 $85.45 $89.72 ENVIRONMENTAL PROGRAMS MANAGER $94.48 $99.20 $104.16 $109.37 $114.84 EXEC ASST TO CITY MANAGER $53.21 $55.87 $58.66 $61.60 $64.68 EXEC ASST TO THE CITY ATTNY $51.90 $54.51 $57.23 $60.08 $63.10 FINANCE MANAGER $94.58 $99.31 $104.27 $109.49 $114.96
GIS COORDINATOR $54.26 $56.98 $59.83 $62.82 $65.96
GIS PROGRAM MANAGER $93.48 $98.15 $103.06 $108.21 $113.62 HUMAN RESOURCE ANALYST I $62.45 $65.57 $68.85 $72.29 $75.90 HUMAN RESOURCES ANALYST II $68.85 $72.29 $75.90 $79.70 $83.68 HUMAN RESOURCES ASSISTANT $37.60 $39.48 $41.46 $43.53 $45.71 HUMAN RESOURCES MANAGER $94.58 $99.31 $104.27 $109.49 $114.96 HUMAN RESOURCES TECHNICIAN $51.49 $54.06 $56.77 $59.61 $62.59 I.T. ASSISTANT $50.64 $53.17 $55.83 $58.62 $61.55
INNOVATION AND TECHNOLOGY MGR $93.48 $98.15 $103.06 $108.21 $113.62 LEGAL SERVICES MANAGER $53.61 $56.29 $59.10 $62.06 $65.16 MANAGEMENT ANALYST $62.98 $66.13 $69.44 $72.91 $76.56
NETWORK SPECIALIST $64.78 $68.02 $71.42 $74.99 $78.74
PARK RESTORATION IMPV MGR $88.37 $92.78 $97.42 $102.29 $107.41 PERMIT CENTER MANAGER $82.23 $86.35 $90.66 $95.20 $99.96 PLANNING MANAGER $95.06 $99.81 $104.80 $110.04 $115.54
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PUBLIC AFFAIRS MANAGER $81.25 $85.31 $89.58 $94.06 $98.76 PUBLIC INFORMATION OFFICER $81.16 $85.22 $89.48 $93.95 $98.65 PUBLIC WORKS PROJECT MANAGER $77.67 $81.56 $85.64 $89.92 $94.41 PUBLIC WORKS SUPERVISOR $65.47 $68.75 $72.18 $75.79 $79.58 PURCHASING MANAGER $94.58 $99.31 $104.27 $109.49 $114.96 RECREATION MANAGER $66.84 $70.19 $73.69 $77.38 $81.25
RECREATION SUPERVISOR $60.63 $63.66 $66.84 $70.19 $73.69 SENIOR ACCOUNTANT $66.25 $69.57 $73.05 $76.70 $80.53
SENIOR ASSISTANT CITY ATTORNEY $124.88 $131.12 $137.68 $144.57 $151.79 SENIOR BUSINESS SYSTEMS ANALYST $78.53 $82.46 $86.58 $90.91 $95.46 SENIOR CIVIL ENGINEER $88.74 $93.17 $97.83 $102.72 $107.86 SENIOR MANAGEMENT ANALYST $68.85 $72.29 $75.91 $79.70 $83.69 SENIOR PUBLIC WORKS PROJECT MGR $81.56 $85.64 $89.92 $94.41 $99.13 SERVICE CENTER SUPERINTENDENT $83.72 $87.90 $92.30 $96.91 $101.76 SPECIAL PROJECT EXECUTIVE $124.88 $131.12 $137.68 $144.57 $151.79 TRANSPORTATION MANAGER $94.48 $99.20 $104.16 $109.37 $114.84 WEB SPECIALIST $57.28 $60.14 $63.15 $66.31 $69.62
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 1

PROGRAM PURPOSE AND DEFINITIONS FOR ELIGIBILITY
It is City of Cupertino policy that those certain persons holding positions hereinafter defined and designated either as management or confidential positions shall be eligible for participation under the Unrepresented Employees Compensation Program as hereby adopted by action of the City Council and as same may be amended or as otherwise modified from time to time.

It is the stated purpose of this Compensation Program to give recognition to and to differentiate those eligible employees from represented employees who achieve economic gain and other conditions of employment through negotiation. It is the intent that through this policy and those which are adopted or as may be modified or rescinded from time to time such recognition may be given.

Eligibility for inclusion with this Compensation program is limited to persons holding positions as management or confidential employees as defined under section 2.52.290 of the Cupertino Municipal Code. These are as designated by the Appointing Authority and may be modified as circumstances warrant.

Although subject to change in accordance with provision of the Personnel Code, the positions in the following classifications have been designated as unrepresented.

MANAGEMENT AND CONFIDENTIAL CLASSIFICATIONS:

Classification Title
Accountant I
Accountant II
Accounting Technician
Administrative Assistant
Assistant City Attorney
Assistant Director of Community Development
Assistant Director of Public Works
Assistant Director of Parks and Recreation
Assistant to the City Manager
Budget Manager
Building Official
Business Systems Analyst/Program Manager
Capital Improvement Program Manager
Chief Technology Officer/Director of Information Services (Department Head) City Clerk
City Engineer
Code Enforcement Supervisor
Communications and Marketing Coordinator
Community Relations Coordinator
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Deputy Building Official
Deputy City Attorney
Deputy City Clerk
Deputy City Manager
Director of Community Development (Department Head)
Director of Finance (Department Head)
Director of Parks and Recreation (Department Head)
Director of Public Works
Economic Development Manager
Emergency Services Coordinator
Environmental Programs Manager
Executive Assistant to the City Attorney
Executive Assistant to the City Manager
Finance Manager
GIS Coordinator
GIS Program Manager
Human Resources Analyst I
Human Resources Analyst II
Human Resources Assistant
Human Resources Manager
Human Resources Technician
Information Technology Assistant
Innovation and Technology Manager – Applications
Innovation and Technology Manager - Infrastructure
Legal Services Manager
Management Analyst
Network Specialist
Park Restoration and Improvement Manager
Permit Center Manager
Planning Manager
Public Information Officer
Public Affairs Manager
Public Works Projects Manager
Public Works Supervisor
Purchasing Manager
Recreation Manager
Recreation Supervisor
Senior Accountant
Senior Assistant City Attorney
Senior Business Systems Analyst
Senior Civil Engineer
Senior Management Analyst
Senior Public Works Project Manager
Service Center Superintendent
Special Project Executive
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Transportation Manager
Web Specialist
In the event of any inconsistency between the Compensation Program and any Employment Contracts, the provisions of the Employment Contract and any amendments thereto control.

Adopted by Action of the
City Council, April 1, 1974
Revised 10/74, 3/78, 6/81, 6/82, 7/85, 7/87, 1/89, 7/90, 4/91, 5/91, 7/92, 6/95, 6/96, 7/99, 6/02, 7/04, 6/05, 04/07, 7/10, 10/12, 12/12, 7/13,11/13,12/13,3/14, 7/14, 11/15, 6/16, 10/16, 11/16, 6/17, 10/17, 7/19, 6/22, 8/22, 3/23, 11/23, 6/25, 7/25, 9/25, 5/26 975
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 2

SALARY SCHEDULE

AND OTHER SALARY RATES
It is City of Cupertino policy that eligible persons under this Compensation Program shall be compensated for services rendered to and on behalf of the City on the basis of equity of pay for duties and responsibilities assigned, meritorious service and comparability with similar work in other public and private employment in the same labor market; all of which is contingent upon the City’s ability to pay consistent with its fiscal policies.

• Effective the first full pay period after July 1, 2025, 5.0% salary increase (Pay period which begins July 12, 2025)
• Effective the first full pay period after July 1, 2026, 3.0% salary increase • Effective the first full pay period after July 1, 2027, 3.0% salary increase The City will pay all eligible employees under this Compensation Program, employed with the City as of July 2, 2025, a one-time, non-pensionable lump sum of $1,000, which shall be subject to all applicable payroll tax and withholding. The parties agree that this one-time payment shall not be PERSable (i.e. counted towards base salary or final compensation for CalPERS retirement calculation). Payment shall be made through payroll following the City Council’s approval of the Amended Unrepresented Employees’ Compensation Program. Employees must be an active employee at the time of the retroactive payout in order to receive said $1,000 lump-sum payment.

See Attachment A for a list of paygrades.

Adopted by Action
of the City Council
April 1, 1974
Revised 8/78, 7/79, 6/80, 7/92, 6/95, 10/12, 7/13, 10/16, 7/19, 8/22, 11/23, 9/25 976
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City of Cupertino
UNREPRESENTED EMPLOYEES’COMPENSATION PROGRAM
Policy No. 3

TRAINING AND CONFERENCES
I. POLICY
A. Management Personnel
It is City of Cupertino policy that eligible persons under this Compensation Program shall be reimbursed or receive advances in accordance with the schedules, terms and conditions as set forth herein for attendance at conferences, meetings and training sessions as defined below for each. It is the intent of this policy to encourage the continuing education and awareness of said persons in the technical improvements and innovations in their fields of endeavor as they apply to the City or to implement a City approved strategy for attracting and retaining businesses in the City. One means of implementing this encouragement is through a formal reimbursement and advance schedule for authorized attendance at such conferences, meetings and training sessions.

B. Non-Management Personnel
When authorized by their supervisor, a non-management person may attend a conference, meeting or training session subject to the stated terms and conditions included herein for each with payment toward or reimbursement of certain expenses incurred as defined below for each.

II DEFINITIONS
A. Conferences
A conference is an annual meeting of a work related organization the membership of which may be held in the name of the City or the individual.

B. Local Area
The local area is defined to be within Santa Clara and San Mateo Counties and within a 40- mile distance from Cupertino when traveling to Alameda County.

C. Meetings
A “meeting” shall mean a convention, conference, seminar, workshop, meal, or like assembly having to do with municipal government operations. An employee serving on a panel for interviews of job applicants shall not come under this definition.

D. Training Session
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A training session is any type of seminar or workshop the attendance at which is for the purpose of obtaining information of a work related nature to benefit the City’s operations or to enhance the attendee’s capabilities in the discharge of assigned duties and responsibilities.

III REIMBURSEMENT AND ADVANCE PAYMENT SCHEDULE
A. Intent
This schedule is written with the intent that the employee will make every effort to find the lowest possible cost to the City for traveling on City business. For example, if paying for parking at the airport is less expensive that paying for a taxi or airport shuttle, then the employee should drive their car and park at the airport; or if renting a car is lower than taking taxis at the out-of-town location, then a car should be rented; or air reservations should be booked in advance to obtain discounted fares. The following procedures apply whether the expense is being paid through a reimbursement or a direct advance.

B. Registration
Registration fees for authorized attendance at a meeting or training session will be paid by the City.

C. Transportation
The City will pay transportation costs on the basis of the lowest cost intent stated in paragraph A.

Eligible transportation costs include airfare (with coach fare being the maximum), van or taxi service to and from the attendee’s home and airport, destination or airport parking charges, taxi and shuttle services at the out-of-town location, trains, tolls, or rental cars. Use of a personal automobile for City business shall be reimbursed or advanced at the rate per mile in effect for such use, except in no case shall it exceed air coach fare if the vehicle is being used for getting to the destination. Government or group rates offered by a provider of transportation must be used when available.

Reimbursement or advances for use of a personal automobile on City business within a local area will not be made so as to supplement that already being paid to those persons receiving a monthly mileage allowance.

D. Lodging
Hotel or lodging expenses of the employee resulting from the authorized event or activity defined in this policy will be reimbursed or advanced if the lodging and event occurs outside of the local area.

Not covered will be lodging expenses related to person(s) who are accompanying the City member, but who themselves are not on City business. In this instance, for example, the difference between single and multiple occupancy rates for a room will not be reimbursed.

Where the lodging is in connection with a conference or other organized educational activity, Citypaid lodging costs shall not exceed the maximum group rate published by the conference or activity sponsor, providing that lodging at the group rate is available at the time of booking. If the group rate 978
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at the conference hotel is not available, then the non-conference lodging policy described in the next paragraph should be followed to find another comparable hotel.

Where lodging is necessary for an activity that is not related to a conference or other organized educational activity, reimbursement or advances shall be limited to the actual cost of the room at a group or government rate. In the event that a group or government rate is not available, lodging rates that do not exceed the median price for lodging for that area and time period listed on travel websites like www.hotels.com, www.expedia.com or an equivalent service shall be eligible for reimbursement or advancement.

E. Meals

1. With No Conference
Payments toward or reimbursement of meals related to authorized activities or events shall be at the Internal Revenue Service per diem rate for meals and incidental expenses for a given location, as stated by IRS publications 463 and 1542 and by the U.S. General Services Administration. The per diem shall be split among meals as reasonably desired and reduced accordingly for less than full travel days. If per diem is claimed, no receipts are necessary. Alternatively, the actual cost of a meal can be claimed, within a standard of reasonableness, but receipts must be kept and submitted for the expense incurred.

2. As Part of a Conference
When City personnel are attending a conference or other organized educational activity, they shall be reimbursed or advanced for meals not provided by the activity, on a per diem or actual cost basis. The per diem and actual cost rate shall follow the rules described in the meals with no conference paragraph.

F. Other Expenses
Payments toward or reimbursement of expenses at such functions shall be limited to the actual costs consistent with the application of reasonable standards.

Other reasonable expenses related to business purposes shall be paid consistent with this policy.

No payments shall be made unless, where available, receipts are kept and submitted for all expenses incurred. When receipts are not available, qualifying expenditures shall be reimbursed upon signing of an affidavit of expenditure.

No payment shall be made for any expenses incurred which are of a personal nature or not within a standard of reasonableness for the situation as may be defined by the Finance Department.

G. Non-Reimbursable Expenses
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The City will not reimburse or advance payment toward expenses including, but not limited to:

1. The personal portion of any trip;

2. Political or charitable contributions or events;

3. Family expenses, including those of a partner when accompanying the employee on City-related business, as well as child or pet-related expenses;

4. Entertainment expenses, including theatre, shows, movies, sporting events, golf, spa treatments, etc.

5. Gifts of any kind for any purpose;

6. Service club meals; of those besides economic development staff;

7. Alcoholic beverages;

8. Non-mileage personal automobile expenses including repairs, insurance, gasoline, traffic citations; and

9. Personal losses incurred while on City business.

IV ATTENDANCE AUTHORIZATION
A. Budgetary Limitations
Notwithstanding any attendance authorization contained herein, reimbursement or advances for expenses relative to conferences, meeting or training sessions shall not exceed the budgetary limitations.

B. Conference Attendance
Attendance at conferences or seminars by employees must be approved by their supervisor.

C. Meetings
Any employee, management or non-management, may attend a meeting when authorized by their supervisor.

D. Training Sessions
Any employee, management or non-management, may attend a training session when authorized by their supervisor.

V. FUNDING
A. Appropriation Policy
It shall be the policy of the City to appropriate funds subject to availability of resources. 980
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B. Training Sessions
Payments toward or reimbursement of expenses incurred in attendance at training sessions, will be appropriated annually through the budget process.

VI. DIRECT CASH ADVANCE POLICY
From time to time, it may be necessary for a City employee to request a direct cash advance to cover anticipated expenses while traveling or doing business on the City’s behalf. Such request for an advance should be submitted to their supervisor no less than seven days prior to the need for the advance with the following information: 1) Purpose of the expenditure; 2) The anticipated amount of the expenditure (for example, hotel rates, meal costs, and transportation expenses); and 3) The dates of the expenditure. An accounting of expenses and return of any unused advance must be reported to the City within 30 calendar days of the employee’s return on the expense report described in Section VII.

VII. EXPENSE REPORT REQUIREMENTS
All expense reimbursement requests or final accounting of advances received must be approved by their supervisor, on forms determined by the Finance Department, within 30 calendar days of an expense incurred, and accompanied by a business purpose for all expenditures and a receipt for each non- per diem item.

Revised 7/83, 7/85, 7/87, 7/88, 7/91, 7/92, 12/07, 7/10 981
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 4

AUTOMOBILE ALLOWANCES AND

MILEAGE REIMBURSEMENTS
It is City of Cupertino policy that eligible persons under this Compensation Program shall be compensated fairly for the use of personal automotive vehicles on City business. In many instances the use of personal vehicles is a condition of employment due to the absence of sufficient City owned vehicles for general transportation purposes. It is not intended, however, that such a condition of employment should work an undue hardship. For this reason, the following policies shall apply for mileage reimbursements.

Those persons who occasionally are required to use their personal automobiles for City business shall be reimbursed for such use at an appropriate rate established by the City Council. Submission of reimbursement requests must be approved by the Department Head.

Employees in the following classifications shall be paid on a monthly basis the following automobile allowance:

Classification Allowance

Director of Community Development 300.00
Director of Finance 300.00
Director of Parks and Recreation 300.00
Director of Public Works 300.00
Chief Technology Officer/ 300.00
Director of Information Services
Special Project Executive 300.00
Deputy City Manager 300.00
City Clerk 250.00
Senior Civil Engineer 250.00
Assistant Director of Public Works 250.00
City Engineer 250.00
Transportation Manager 250.00
Assistant Director of Community Development 200.00
Assistant Director of Parks and Recreation 200.00
Public Affairs Manager 200.00
Recreation Supervisor 200.00
Recreation Manager 200.00

Employees receiving automobile allowance shall be eligible for reimbursement for travel that exceeds two hundred miles round trip.
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Adopted by Action of the City Council
April 1, 1974
Revised 7/74, 5/79, 6/80, 7/81, 8/84, 7/87, 1/89, 7/90,7/92, 6/96, 8/99, 6/00, 9/01, 1/02, 6/02, 10/07, 7/10, 7/11, 10/12, 12/12, 7/13, 11/15, 10/16, 11/16, 6/17, 7/19, 8/22, 3/23, 6/25, 9/25, 1/26, 5/26 983
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 5

ASSOCIATION MEMBERSHIPS AND

PROFESSIONAL PUBLICATIONS
It is City of Cupertino policy that eligible persons under this Compensation Program shall be entitled to City sponsored association memberships as well as receiving subscriptions to professional and technical publications. Such sponsorship, however, shall be conditioned upon the several factors as set forth below.

Each association for which membership is claimed must be directly related to the field of endeavor of the person to be benefited. Each claim for City sponsored membership shall be submitted by or through the Department Head with their concurrence to the City Manager for approval.

Subscriptions to or purchase of professional and technical publications may be provided at City expense when such have been authorized by the Department Head providing the subject matter and material generally contained therein are related to municipal governmental operations.

Adopted by Action of
the City Council
April 1, 1974
Revised
7/92
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Policy No. 6

OVERTIME WORKED
EXEMPT POSITIONS:

Management and non-represented professional employees are ineligible for overtime payments for time worked in excess of what otherwise would be considered as a normal work day or work week for other employees. However, no deduction from leave balances are made when such an employee is absent for less than a regular work day as long as the employee has his/her supervisor’s approval.

Nothing in this policy precludes the alternative work schedule, which may include an absence of a full eight hour day, when forty hours have been worked in the same seven day work period.

NON-EXEMPT POSITIONS:

Confidential employees are eligible for overtime or compensation time, at their discretion, for the time worked in excess of 40 hours per week. Nothing in this policy precludes the alternative work schedule, which may include an absence of a full eight hour day, where forty hours have been worked in the same seven day period.

COMPENSATORY TIME OFF
At the employee’s discretion, compensatory time (CTO) may be granted for overtime worked at the rate of time and one-half for each hour worked in lieu of compensation in cash. Employees, who have previously earned CTO, shall be allowed to schedule CTO at the employee’s discretion provided (1) that prior supervisory approval has been obtained and (2) the request is made in writing.

CTO may be accrued for up to 80 hours per calendar year. Any CTO earned exceeding 80 hours will be paid at the rate of time and one-half. An employee may carry over the unused balance into the next calendar year. Any unused carryover balance will be automatically paid out at the end of the calendar year.

An employee may exercise his/her option twice each calendar year to convert any/or all accumulated compensatory time to cash.

STANDBY COMPENSATION
Employees in the classification of Information and Technology Assistant who are required to be available during their off-shift hours for possible recall for emergency service shall be compensated $300.00 per 128 hours. Minimum staffing and skill qualifications for standby assignment shall be determined by the City.
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Adopted by Action of
the City Council
April 1, 1974
Revised
6/80, 7/91, 7/92, 6/96, 7/97, 4/07, 7/13, 10/16, 8/22
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UNREPRESENTED EMPLOYEES’COMPENSATION PROGRAM
Policy No. 7

HEALTH BENEFITS PLAN - EMPLOYER CONTRIBUTION
It is the policy of the City of Cupertino to provide group hospital and medical insurance under which employees in Management and Confidential positions and their dependents may be covered. The purpose of this program is to promote and preserve the health of employees and their families through comprehensive health plans available only through employer sponsorship.

Although the premium cost for the insurance provided remains the ultimate responsibility of the employee in these positions, the City shall contribute the amounts listed below towards the premium or pay the full cost of the premium if less than the stated amounts. If the premium amounts for any employee covered by this policy are less than the amounts listed below per month, the difference between the premium amount and the stated amounts will be included in the employee’s gross pay.

The City agrees to make available a plan of comprehensive health and welfare benefits for eligible employees. Any such benefits program must have the continued approval of the Board of Administration, Public Employees Retirement System. For each participating employee, the City shall contribute toward premium cost of the following amount per month during the term of this agreement.

Effective July 1, 2025, for each participating employee, the City shall contribute toward premium cost the following amount per month during the term of this agreement.

January 1, 2025 City Max Health
Contribution
City Max Dental
Contribution
City Total Max
Contribution
Employee $1,112.90 $114.30 $1,227.20
Employee + 1 $2,225.80 $114.30 $2,340.10
Employee + 2 $2,893.54 $114.30 $3,007.84
With regards to any change in the monthly medical plan premium charged by CalPERS in the plan years subsequent to 2025 (specifically, the CalPERS healthcare rate increases effective January 1, 2026, January 1, 2027 and January 1, 2028), the City’s maximum contributions shall be tied to the CalPERS Kaiser Permanente plan increases and shall be capped at no more than 20% of any such total increase in aggregate between 2025 – 2028. Any required contribution amounts exceeding the premium contribution of the City are the responsibility of the employee.

Health In-Lieu Payments

City agrees to pay a monthly amount of three hundred seventy-five ($375.00) per month to the employee who can demonstrate that they have equivalent health coverage through their spouse, parent, or other group coverage and who request this cash payment in lieu of health insurance coverage.
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*Dental Coverage: Effective the first month after Council adoption of MOU, dental coverage is capped at $2,500.00 per dependent per annual plan year for the term of this contract.

Adopted by Action of the City Council
September 16, 1974
Revised
7/75, 7/76, 7/77, 8/78, 7/79, 6/80, 6/81, 7/81, 6/82, 7/83, 7/84, 7/88, 7/89, 7/90, 7/91, 7/92, 6/95, 7/97, 7/99, 6/00, 6/02, 7/04, 6/05, 4/07,12/12, 7/13, 10/16, 7/19, 12/19, 8/22, 9/25 988
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 8

FIXED HOLIDAYS
It is the policy of the City of Cupertino to recognize days of historical and national significance as holidays of the City without loss of pay or benefits. Recognizing the desirable times throughout the year, it is the policy of the City of Cupertino to provide days off in lieu of holidays for management and confidential employees at such times as are convenient for each employee and supervisor, when such policy is compatible with the workload and schedule of the City.

The City provides the following fixed paid holidays for eligible employees covered by this agreement:

1. New Year’s Day

2. Martin Luther King Day

3. Lunar New Year

4. Presidents’ Day

5. Cesar Chavez Day

6. Memorial Day

7. Juneteenth

8. Independence Day

9. Labor Day

10. Veteran’s Day

11. Thanksgiving Day

12. Day Following Thanksgiving

13. Christmas Eve

14. Christmas Day

15. New Year’s Eve
When a holiday falls on a Sunday, the following Monday shall be observed as the non-work day. When a holiday falls on a Saturday, the previous Friday shall be observed as the non-work day.

FLOATING HOLIDAY
In addition to the paid holidays, employees occupying these positions shall be provided 20 floating hours per calendar year as non-work time with full pay and benefits. Employees may accumulate floating holiday hours up to two times their annual accrual.

Adopted by Action of
the City Council
July 7, 1975
Revised 6/80, 6/89, 7/92, 7/99, 7/13, 8/22, 11/23, 9/25 989
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 9

LIFE, LONG TERM DISABILITY INSURANCE, AND SHORT TERM DISABILITY INSURANCE It is the policy of the City of Cupertino to make available group insurance for Management and Confidential employees that will mitigate the personal and family financial hardships resulting from continuing disability that prevents an employee from performing gainfully in his or her occupation. It is further the policy of the City of Cupertino to provide life insurance benefits in an amount of two and one half times the employee’s annual salary to a maximum of $250,000.00.

Employees occupying unrepresented positions may enroll in the disability income program and the life insurance program offered if eligible under the contract provisions of the policy and the personnel rules of the City. The full cost of premiums for these programs shall be paid by the City for such employees.

Adopted by Action of
the City Council
September 16, 1976
Revised 7/76, 6/80, 6/81, 6/82, 6/92, 10/16
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 10

DEFERRED COMPENSATION
It is the policy of the City of Cupertino to provide equitable current compensation and reasonable retirement security for management and confidential employees for services performed for the City. The City participates in the California Public Employees’ Retirement System (PERS) and deferred compensation plans have been established. Both the employee and employer may make contributions from current earnings to these plans. The purpose of this policy is to promote means by which compensation may be provided in such manner and form to best meet the requirements of the City and the needs of individual employees, thereby increasing the ability, to attract and retain competent management and confidential employees.

The City shall maintain and administer means by which employees in these positions may defer portions of their current earnings for future utilization. Usage of such plans shall be subject to such agreements, rules and procedures as are necessary to properly administer each plan. Employee contributions to such plans may be made in such amounts as felt proper and necessary to the employee.

Employer contributions shall be as determined by the City Council.

Adopted by Action of
the City Council
July 7, 1975
Revised 6/80, 7/87, 7/92, 7/99
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 11
PUBLIC EMPLOYEES’ RETIREMENT SYSTEM CONTRIBUTION
A. Employees hired on or before December 29, 2012 Only:

For employees hired on or before December 29, 2012, the City has contracted with CalPERS for a 2.7% @55 formula.

Effective in the first full pay period in July 2017, each employee shall pay the full 8.0% of applicable salary of the employee’s contribution towards CalPERS.

B. For Employees hired by the City of Cupertino on December 30, 2012 or December 31, 2012 or a current CalPERS employee who qualifies as a classic member under CalPERS Regulations Only:

For Employees hired by the City of Cupertino on December 30, 2012 or December 31, 2012 or a current CalPERS employee who qualifies as a classic member under CalPERS Regulations only the City has contracted with CalPERS for a 2.0% @ 60 retirement formula, three year average compensation.

Effective October 1, 2016, the City shall not pay the employee’s contribution rate to the California Public Employees Retirement System (CalPERS) and each employee shall pay the full 7% of applicable salary of the employee’s contribution towards CalPERS.

C. For new employees hired by the City of Cupertino on or after January 1, 2013 and do not qualify as Classic members Only:

For new employees hired by the City of Cupertino on or after January 1, 2013 and do not qualify as classic members as defined by CalPERS, CalPERS has by statute implemented a 2% @ 62 formula, three year average and employees in this category shall pay 50% of the normal cost rate as determined by CalPERS.

Adopted by Action of
the City Council
June, 1981
Revised 6/87, 6/89, 7/90, 7/91, 7/92, 6/03, 7/04, 4/07, 7/10, 10/12, 12/12, 7/13, 10/16, 7/19 992
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Policy No. 12

DENTAL INSURANCE - EMPLOYER CONTRIBUTION
It is the policy of the City of Cupertino to provide dental insurance under which employees in Management and Confidential positions and their dependents may be covered. The purpose of this program is to promote and preserve the health of employees.

The premium cost for the insurance provided by the City shall not exceed $114.30 per month per employee. Enrollment in the plan or plans made available pursuant to this policy shall be in accordance with Personnel Rules of the City and the provisions of the contract for such insurance between the City and carrier or carriers.
*Dental Coverage: Effective the first month after Council adoption of agreement, dental coverage is capped at $2,500.00 per dependent per annual plan year for the term of this contract.

Adopted by Action of
City Council
July 1, 1983
Revised 7/87, 7/88, 7/89, 7/90, 7/91, 7/92, 6/95, 7/99, 4/07, 10/12, 10/16, 7/19, 9/25 993
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 13

ADMINISTRATIVE LEAVE
The department heads and executive level staff shall receive eighty (80) hours of administrative leave with pay per year. Unrepresented employees exempt from the provisions of the Fair Labor Standards Act shall receive forty (40) hours of administrative leave with pay per year.

Employees may accumulate administrative leave hours up to two times their annual accrual.

Employees shall be eligible to convert up to 80 hours of administrative leave to pay one time each calendar year.

Adopted by Action of
the City Council
July, 1988
Revised
7/92, 7/97, 7/99, 7/10, 12/12, 10/16, 8/22, 3/23
City of Cupertino
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 14

EMPLOYEE ASSISTANCE PROGRAM
It is the policy of the City of Cupertino to provide an Employee Assistance Program for the benefit of Management and Confidential employees and their eligible dependents. The purpose of this program is to provide professional assistance and counseling concerning financial, legal, pre-retirement, and other matters of a personal nature.

Adopted by Action of the City Council
June 17, 1996
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 15

VACATION ACCUMULATION
The department heads and executive level staff shall earn vacation hours under the same vacation accumulation schedule as all other employees. Credit shall be provided for previous public sector service time on a year-for-year basis as to annual vacation accumulation. Credit shall only be given for completed years of service. Public service credit shall not apply to any other supplemental benefit.

Employee(s) affected by this policy will have the responsibility of providing certification as to previous public sector service.

Benefited full-time employees accrue vacation in accordance with the following schedule.

Benefited employees who work less than a full-time work schedule accrue vacation in accordance with the following schedule on a pro-rated basis.

Service Time Annual Accruals Maximum Accrual
0 - 3 Years 80 Hours 160 Hours
4 - 9 Years 120 Hours 240 Hours
10 – 14 Years 160 Hours 272 Hours
15 – 19 Years 176 Hours 320 Hours
20 + Years 192 Hours 352 Hours
An employee may accrue no more vacation credit than what is listed above.

VACATION CREDITS
The hiring manager, with the approval of the department head and the City Manager, may offer a vacation bank of up to 120 hours of vacation to a prospective candidate in the Unrepresented group.

These hours do not vest for payoff purposes if the employee leaves service.

Adopted by Action of the City Council
July 7, 1997
Revised 6/99, 7/10, 12/12, 7/13, 10/16, 3/23
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Policy No. 16

HOUSING ASSISTANCE PROGRAM
Housing assistance may be offered to the department heads pursuant to Resolution No. 15-092.

Adopted by Action of the City Council
July 7, 1997
Revised 7/99, 7/10, 8/12, 10/15
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Policy No. 17
VISION INSURANCE – EMPLOYER CONTRIBUTION
It is the policy of the City of Cupertino to provide vision insurance under which employees and their dependents may be covered. The purpose of this program is to promote and preserve the health of employees.

The premium cost for the insurance provided by the City shall not exceed $14.94 per month per employee. Enrollment in the plan or plans made available pursuant to this policy shall be in accordance with the provisions of the contract between the City and carrier or carriers providing vision insurance coverage,
Adopted by Action of the City Council
July 1997
Revised 7/99, 6/02, 6/03, 7/10, 10/12
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 18

WORK OUT OF CLASSIFICATION/WORK IN DUAL CLASSIFICATION
Work Out of Classification – Temporary assignment, approved in advance by the department head, to a classification in a higher pay grade shall be compensated at the Step 1 rate of the higher classification or at a rate five (5) percent greater than that of the regular position, whichever is greater, for the number of hours assigned. In order to qualify for out-of-classification pay, an employee shall work a minimum of four (4) hours per day in the temporary assignment.

An employee may be assigned to work out of class in a higher classification when there is a vacant position for which a recruitment is being, or will be, conducted. Out of class assignments may not exceed 960 hours in a fiscal year. Compensation for work performed in an out-of-class capacity is included for purposes of calculating CalPERS compensation, however, this is at the discretion of CalPERS and future changes to CalPERS regulations would supersede the language of this section.

An employee may receive acting pay for working in a higher classification where a vacancy does not exist, in the case of an incumbent being on vacation or leave of absence, or due to the employee being asked to perform higher level work on any other temporary basis. Acting pay is not included for purposes of calculating CalPERS compensation.

The higher rate of pay shall be used in computing overtime when authorized overtime is worked in a non-exempt, out of class or acting work assignment. When a non-exempt employee is working out of class or acting in an exempt position for 20 hours or more in a work week, the employee will be ineligible to receive overtime pay for any and all hours worked in the exempt classification during that work week.

All requests for out of class pay or acting pay must be approved by the Director of Finance or his/her designee.

Adopted by Action of the City Council
October 2016
Revised 7/19, 5/26
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 19

EDUCATION REIMBURSEMENT PROGRAM
It is the intent of the City to recognize the value of continuing education and professional development of its employees; and to adopt an Education Reimbursement Program which will encourage employees to avail themselves of City job related educational opportunities that will advance their knowledge and interests in the direction of their career path. Courses should either: a) maintain or improve job skills in the employee’s current position; b) be expressly required by the City or by law; or c) prepare the employee to become a competitive applicant for a different position with the City.

The Education Reimbursement Program is a benefit to all full time benefited employees who have completed the required probationary period and provides education reimbursement of up to two thousand dollars($2,000) per calendar year for the cost of registration, required textbooks and/or materials and parking. Employees who wish to seek reimbursement from the City for educational program costs shall provide a written request for reimbursement in advance of enrollment to the Human Resources Division. The form provided shall include the type of training, sponsoring organization or institution, meeting times and costs. Human Resources and the employee’s department head will make the determination if the chosen education program is eligible for reimbursement.

No employee shall receive any reimbursement until they have provided satisfactory proof of successful completion of the coursework with a grade of “C” or above, or “Pass” in the case of a Pass/Fail course.

Such proof of completion shall be provided within 30 days of the conclusion of the course.

Education reimbursement is a taxable benefit under IRS Code. Education reimbursement will be applied to the calendar year in which the course is passed and satisfactory proof of completion is submitted.

Mandatory or annual coursework, attendance at conferences and training required to maintain job specific certifications or proficiencies are not included in the Education Reimbursement Program.

Adopted by Action of the City Council
July 2019
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 20

CITY SPONSORED RECREATION AND WELLNESS PROGRAMS
Unrepresented employees shall have the privilege of enrollment in City sponsored recreation programs at the City residents’ fee structure and in preference to non-residents wishing to enroll. Each calendar year, employees and family members on the employee’s dental plan are eligible to be reimbursed up to $500 per employee in Rec Bucks. Employees shall be reimbursed for approved recreation services in accordance with the City’s Recreation Buck Policies. Programs allowing for preregistration will be reimbursed after completion of the program, including those allowing for or requiring preregistration in the calendar year prior to reimbursement. Reimbursements shall be applied to the year in which they are received. Benefited employees will also receive a free employee-only annual Cupertino Sports Center membership. Part-time benefited employees will have the annual amount of Recreation Bucks prorated based on number of hours worked. Recreation Bucks are a taxable benefit under IRS Code, and must be used by the employee within the calendar year and are non-transferrable.

City employees are eligible to participate in the City’s wellness program as provided for in the City’s Administrative Rules and Regulations.

Adopted by Action of the City Council
July 2019
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Listing of Unrepresented Classifications by
Salary Rate or Pay Grades
Effective July 1, 2013 (Res. No. 13-061)
Amended 11/19/ 13 (Res. No. 13-099)
Amended 12/17/13 (Res. No. 13-108)
Amended 3/18/14 (Res. No. 14-130)
Amended 11/3/14 (Res. No. 14-209)
Amended 11/3/2015 (Res. No. 15-099)
Amended 6/21/16 (Res. No. 16-064)
Amended 10/4/16 (Res. No. 16-104 – Not adopted)
Amended 10/18/16 (Res. No. 16-108)
Amended 11/15/16 (Res. No. 16-128)
Amended 6/20/17 (Res. No. 17-056)
Amended 10/17/17 (Res. No. 17-101)
Amended 7/16/19 (Res. No. 19-086)
Amended 11/19/19 (Res. No. 19-140)
Amended 6/7/22 (Res. No. 22-067 on 6/9/22)
Amended 8/16/22 (Res. No. 22-103)
Amended 3/7/23 (Res. No.23-028 )
Amended 6/3/25 ( Res. No. )
Amended 7/15/25 ( Res. No.)
Amended 9/3/25 (Res. No.)
Amended 1/21/26 (Res. No.)
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ATTACHMENT A

SALARY SCHEDULE
Salary Effective July 15, 2025
Year 1 - Salary Effective First Full Pay Period in July 2025 Classification Step1 Step2 Step3 Step4 Step5
ACCOUNTANT I $48.93 $51.38 $53.95 $56.65 $59.48
ACCOUNTANT II $53.94 $56.64 $59.47 $62.45 $65.57
ACCOUNTING TECHNICIAN $48.54 $50.96 $53.51 $56.19 $58.99 ADMINISTRATIVE ASSISTANT $42.68 $44.82 $47.06 $49.41 $51.88 ASSISTANT CITY ATTORNEY $97.48 $102.35 $107.47 $112.84 $118.48 ASSISTANT DIRECTOR COMM DEV $95.34 $100.11 $105.12 $110.37 $115.89 ASSISTANT TO THE CITY MANAGER $78.41 $82.33 $86.45 $90.77 $95.31 ASST DIR PUBLIC WORKS ENG $99.19 $104.15 $109.36 $114.82 $120.56 ASST DIR RECREATION COMM SVCS $95.34 $100.11 $105.12 $110.37 $115.89 BUDGET MANAGER $89.15 $93.61 $98.29 $103.20 $108.36
BUILDING OFFICIAL $89.60 $94.08 $98.79 $103.73 $108.91
BUSINESS SYSTEMS ANALYST $69.18 $72.64 $76.27 $80.09 $84.09 CAPITAL IMPV PROGRAM MGR $89.05 $93.51 $98.18 $103.09 $108.24 CHIEF TECHNOLOGY OFFICER $117.71 $123.59 $129.78 $136.27 $143.07 CITY CLERK $79.51 $83.49 $87.66 $92.05 $96.65
CITY ENGINEER $99.19 $104.15 $109.36 $114.82 $120.56
CODE ENFORCEMENT SUPERVISOR $77.51 $81.39 $85.46 $89.73 $94.22 COMMS AND MARKETING COORDINATOR $64.90 $68.14 $71.55 $75.13 $78.88 COMMUNITY RELATIONS COORDINATOR $49.21 $51.67 $54.25 $56.96 $59.81 DEPARTMENT HEAD $117.71 $123.59 $129.78 $136.27 $143.07 DEPUTY BUILDING OFFICIAL $77.51 $81.39 $85.46 $89.73 $94.22 DEPUTY CITY ATTORNEY $70.14 $73.64 $77.33 $81.19 $85.25 DEPUTY CITY CLERK $56.74 $59.58 $62.55 $65.68 $68.97
DEPUTY CITY MANAGER $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF FINANCE $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF COMM DEVELOPMENT $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF PARKS AND RECREATION $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF PUBLIC WORKS $121.15 $127.21 $133.57 $140.25 $147.26 ECONOMIC DEVELOPMENT MANAGER $85.59 $89.87 $94.37 $99.08 $104.04 EMERGENCY SERVICES COORDINATOR $69.57 $73.05 $76.71 $80.54 $84.57 ENVIRONMENTAL PROGRAMS MANAGER $89.05 $93.51 $98.18 $103.09 $108.24 EXEC ASST TO CITY MANAGER $50.15 $52.66 $55.30 $58.06 $60.96 1003
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EXEC ASST TO THE CITY ATTNY $48.92 $51.38 $53.95 $56.63 $59.48 FINANCE MANAGER $89.15 $93.61 $98.29 $103.20 $108.36
GIS COORDINATOR $51.15 $53.71 $56.39 $59.21 $62.17
GIS PROGRAM MANAGER $88.11 $92.52 $97.14 $102.00 $107.10 HUMAN RESOURCE ANALYST I $58.86 $61.81 $64.90 $68.14 $71.55 HUMAN RESOURCES ANALYST II $64.90 $68.14 $71.55 $75.12 $78.88 HUMAN RESOURCES ASSISTANT $35.45 $37.22 $39.08 $41.03 $43.08 HUMAN RESOURCES MANAGER $89.15 $93.61 $98.29 $103.20 $108.36 HUMAN RESOURCES TECHNICIAN $48.54 $50.96 $53.51 $56.19 $58.99 I.T. ASSISTANT $47.73 $50.12 $52.62 $55.25 $58.02
INNOVATION AND TECHNOLOGY MGR $88.11 $92.52 $97.14 $102.00 $107.10 LEGAL SERVICES MANAGER $50.53 $53.05 $55.71 $58.49 $61.42 MANAGEMENT ANALYST $59.37 $62.33 $65.45 $68.72 $72.16
NETWORK SPECIALIST $61.06 $64.12 $67.32 $70.69 $74.22
PARK RESTORATION IMPV MGR $83.29 $87.46 $91.83 $96.42 $101.24 PERMIT CENTER MANAGER $77.51 $81.39 $85.46 $89.73 $94.22 PLANNING MANAGER $89.60 $94.08 $98.79 $103.73 $108.91
PUBLIC AFFAIRS MANAGER $76.58 $80.41 $84.43 $88.66 $93.09 PUBLIC INFORMATION OFFICER $76.50 $80.33 $84.34 $88.56 $92.99 PUBLIC WORKS PROJECT MANAGER $73.21 $76.88 $80.72 $84.76 $88.99 PUBLIC WORKS SUPERVISOR $61.71 $64.80 $68.04 $71.44 $75.01 PURCHASING MANAGER $89.15 $93.61 $98.29 $103.20 $108.36 RECREATION MANAGER $63.01 $66.16 $69.46 $72.94 $76.58
RECREATION SUPERVISOR $57.15 $60.01 $63.01 $66.16 $69.46 SENIOR ACCOUNTANT $62.45 $65.57 $68.85 $72.30 $75.91
SENIOR ASSISTANT CITY ATTORNEY $117.71 $123.59 $129.78 $136.27 $143.07 SENIOR BUSINESS SYSTEMS ANALYST $74.03 $77.73 $81.61 $85.70 $89.98 SENIOR CIVIL ENGINEER $83.64 $87.82 $92.22 $96.83 $101.67 SENIOR MANAGEMENT ANALYST $64.90 $68.14 $71.55 $75.13 $78.88 SENIOR PUBLIC WORKS PROJECT MGR $76.88 $80.72 $84.76 $88.99 $93.44 SERVICE CENTER SUPERINTENDENT $78.91 $82.86 $87.00 $91.35 $95.92 SPECIAL PROJECT EXECUTIVE $117.71 $123.59 $129.78 $136.27 $143.07 TRANSPORTATION MANAGER $89.05 $93.51 $98.18 $103.09 $108.24 WEB SPECIALIST $53.99 $56.69 $59.53 $62.50 $65.63
Year 2 - Salary Effective First Full Pay Period in July 2026 Classification Step1 Step2 Step3 Step4 Step5
ACCOUNTANT I $50.40 $52.92 $55.57 $58.34 $61.26
ACCOUNTANT II $55.56 $58.34 $61.25 $64.32 $67.53
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ACCOUNTING TECHNICIAN $49.99 $52.49 $55.11 $57.87 $60.76 ADMINISTRATIVE ASSISTANT $43.96 $46.16 $48.47 $50.89 $53.44 ASSISTANT CITY ATTORNEY $100.40 $105.42 $110.69 $116.23 $122.04 ASSISTANT DIRECTOR COMM DEV $98.20 $103.11 $108.27 $113.68 $119.37 ASSISTANT TO THE CITY MANAGER $80.77 $84.80 $89.04 $93.50 $98.17 ASST DIR PUBLIC WORKS ENG $102.16 $107.27 $112.64 $118.27 $124.18 ASST DIR RECREATION COMM SVCS $98.20 $103.11 $108.27 $113.68 $119.37 BUDGET MANAGER $91.83 $96.42 $101.24 $106.30 $111.61
BUILDING OFFICIAL $92.29 $96.90 $101.75 $106.84 $112.18 BUSINESS SYSTEMS ANALYST $71.26 $74.82 $78.56 $82.49 $86.62 CAPITAL IMPV PROGRAM MGR $91.72 $96.31 $101.13 $106.18 $111.49 CHIEF TECHNOLOGY OFFICER $121.24 $127.30 $133.67 $140.36 $147.37 CITY CLERK $81.90 $85.99 $90.29 $94.81 $99.55
CITY ENGINEER $102.16 $107.27 $112.64 $118.27 $124.18
CODE ENFORCEMENT SUPERVISOR $79.84 $83.83 $88.02 $92.42 $97.05 COMMS AND MARKETING COORDINATOR $66.84 $70.18 $73.69 $77.38 $81.25 COMMUNITY RELATIONS COORDINATOR $50.68 $53.22 $55.88 $58.67 $61.61 DEPARTMENT HEAD $121.24 $127.30 $133.67 $140.36 $147.37 DEPUTY BUILDING OFFICIAL $79.84 $83.83 $88.02 $92.42 $97.05 DEPUTY CITY ATTORNEY $72.24 $75.85 $79.65 $83.63 $87.81 DEPUTY CITY CLERK $58.44 $61.36 $64.43 $67.65 $71.04
DEPUTY CITY MANAGER $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF FINANCE $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF COMM DEVELOPMENT $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF PARKS AND RECREATION $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF PUBLIC WORKS $124.79 $131.03 $137.58 $144.46 $151.68 ECONOMIC DEVELOPMENT MANAGER $88.16 $92.57 $97.20 $102.06 $107.16 EMERGENCY SERVICES COORDINATOR $71.66 $75.25 $79.01 $82.96 $87.11 ENVIRONMENTAL PROGRAMS MANAGER $91.72 $96.31 $101.13 $106.18 $111.49 EXEC ASST TO CITY MANAGER $51.66 $54.24 $56.95 $59.80 $62.79 EXEC ASST TO THE CITY ATTNY $50.39 $52.92 $55.57 $58.33 $61.26 FINANCE MANAGER $91.83 $96.42 $101.24 $106.30 $111.61
GIS COORDINATOR $52.68 $55.32 $58.08 $60.99 $64.04
GIS PROGRAM MANAGER $90.75 $95.29 $100.06 $105.06 $110.31 HUMAN RESOURCE ANALYST I $60.63 $63.66 $66.84 $70.18 $73.69 HUMAN RESOURCES ANALYST II $66.84 $70.18 $73.69 $77.38 $81.25 HUMAN RESOURCES ASSISTANT $36.51 $38.33 $40.25 $42.26 $44.38 HUMAN RESOURCES MANAGER $91.83 $96.42 $101.24 $106.30 $111.61 HUMAN RESOURCES TECHNICIAN $49.99 $52.49 $55.11 $57.87 $60.76 1005
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I.T. ASSISTANT $49.16 $51.62 $54.20 $56.91 $59.76
INNOVATION AND TECHNOLOGY MGR $90.75 $95.29 $100.06 $105.06 $110.31 LEGAL SERVICES MANAGER $52.04 $54.65 $57.38 $60.25 $63.26 MANAGEMENT ANALYST $61.15 $64.21 $67.42 $70.79 $74.33
NETWORK SPECIALIST $62.90 $66.04 $69.34 $72.81 $76.45
PARK RESTORATION IMPV MGR $85.79 $90.08 $94.59 $99.31 $104.28 PERMIT CENTER MANAGER $79.84 $83.83 $88.02 $92.42 $97.05 PLANNING MANAGER $92.29 $96.90 $101.75 $106.84 $112.18
PUBLIC AFFAIRS MANAGER $78.88 $82.83 $86.97 $91.32 $95.88 PUBLIC INFORMATION OFFICER $78.80 $82.74 $86.87 $91.22 $95.78 PUBLIC WORKS PROJECT MANAGER $75.41 $79.18 $83.14 $87.30 $91.66 PUBLIC WORKS SUPERVISOR $63.57 $66.74 $70.08 $73.59 $77.26 PURCHASING MANAGER $91.83 $96.42 $101.24 $106.30 $111.61 RECREATION MANAGER $64.90 $68.14 $71.55 $75.13 $78.88
RECREATION SUPERVISOR $58.86 $61.81 $64.90 $68.14 $71.55 SENIOR ACCOUNTANT $64.33 $67.54 $70.92 $74.46 $78.19
SENIOR ASSISTANT CITY ATTORNEY $121.24 $127.30 $133.67 $140.36 $147.37 SENIOR BUSINESS SYSTEMS ANALYST $76.25 $80.06 $84.06 $88.27 $92.68 SENIOR CIVIL ENGINEER $86.15 $90.46 $94.98 $99.73 $104.72 SENIOR MANAGEMENT ANALYST $66.84 $70.18 $73.69 $77.38 $81.25 SENIOR PUBLIC WORKS PROJECT MGR $79.18 $83.14 $87.30 $91.66 $96.25 SERVICE CENTER SUPERINTENDENT $81.28 $85.34 $89.61 $94.09 $98.79 SPECIAL PROJECT EXECUTIVE $121.24 $127.30 $133.67 $140.36 $147.37 TRANSPORTATION MANAGER $91.72 $96.31 $101.13 $106.18 $111.49 WEB SPECIALIST $55.61 $58.39 $61.31 $64.38 $67.60
Year 3 - Salary Effective First Full Pay Period in July 2027 Classification Step1 Step2 Step3 Step4 Step5
ACCOUNTANT I $51.91 $54.51 $57.23 $60.10 $63.10
ACCOUNTANT II $57.23 $60.09 $63.09 $66.25 $69.56
ACCOUNTING TECHNICIAN $51.49 $54.06 $56.77 $59.61 $62.59 ADMINISTRATIVE ASSISTANT $45.28 $47.55 $49.93 $52.42 $55.04 ASSISTANT CITY ATTORNEY $103.41 $108.58 $114.01 $119.71 $125.70 ASSISTANT DIRECTOR COMM DEV $101.15 $106.21 $111.52 $117.09 $122.95 ASSISTANT TO THE CITY MANAGER $83.19 $87.35 $91.72 $96.30 $101.12 ASST DIR PUBLIC WORKS ENG $105.23 $110.49 $116.01 $121.82 $127.91 ASST DIR RECREATION COMM SVCS $101.15 $106.21 $111.52 $117.09 $122.95 BUDGET MANAGER $94.58 $99.31 $104.27 $109.49 $114.96
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BUILDING OFFICIAL $95.06 $99.81 $104.80 $110.04 $115.54 BUSINESS SYSTEMS ANALYST $73.40 $77.07 $80.92 $84.97 $89.21 CAPITAL IMPV PROGRAM MGR $94.48 $99.20 $104.16 $109.37 $114.84 CHIEF TECHNOLOGY OFFICER $124.88 $131.12 $137.68 $144.57 $151.79 CITY CLERK $84.36 $88.57 $93.00 $97.65 $102.54
CITY ENGINEER $105.23 $110.49 $116.01 $121.82 $127.91
CODE ENFORCEMENT SUPERVISOR $82.23 $86.35 $90.66 $95.20 $99.96 COMMS AND MARKETING COORDINATOR $68.85 $72.29 $75.91 $79.70 $83.69 COMMUNITY RELATIONS COORDINATOR $52.20 $54.81 $57.55 $60.43 $63.45 DEPARTMENT HEAD $124.88 $131.12 $137.68 $144.57 $151.79 DEPUTY BUILDING OFFICIAL $82.23 $86.35 $90.66 $95.20 $99.96 DEPUTY CITY ATTORNEY $74.41 $78.13 $82.04 $86.14 $90.44 DEPUTY CITY CLERK $60.19 $63.20 $66.36 $69.68 $73.17
DEPUTY CITY MANAGER $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF FINANCE $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF COMM DEVELOPMENT $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF PARKS AND RECREATION $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF PUBLIC WORKS $128.53 $134.96 $141.70 $148.79 $156.23 ECONOMIC DEVELOPMENT MANAGER $90.80 $95.34 $100.11 $105.12 $110.37 EMERGENCY SERVICES COORDINATOR $73.81 $77.50 $81.38 $85.45 $89.72 ENVIRONMENTAL PROGRAMS MANAGER $94.48 $99.20 $104.16 $109.37 $114.84 EXEC ASST TO CITY MANAGER $53.21 $55.87 $58.66 $61.60 $64.68 EXEC ASST TO THE CITY ATTNY $51.90 $54.51 $57.23 $60.08 $63.10 FINANCE MANAGER $94.58 $99.31 $104.27 $109.49 $114.96
GIS COORDINATOR $54.26 $56.98 $59.83 $62.82 $65.96
GIS PROGRAM MANAGER $93.48 $98.15 $103.06 $108.21 $113.62 HUMAN RESOURCE ANALYST I $62.45 $65.57 $68.85 $72.29 $75.90 HUMAN RESOURCES ANALYST II $68.85 $72.29 $75.90 $79.70 $83.68 HUMAN RESOURCES ASSISTANT $37.60 $39.48 $41.46 $43.53 $45.71 HUMAN RESOURCES MANAGER $94.58 $99.31 $104.27 $109.49 $114.96 HUMAN RESOURCES TECHNICIAN $51.49 $54.06 $56.77 $59.61 $62.59 I.T. ASSISTANT $50.64 $53.17 $55.83 $58.62 $61.55
INNOVATION AND TECHNOLOGY MGR $93.48 $98.15 $103.06 $108.21 $113.62 LEGAL SERVICES MANAGER $53.61 $56.29 $59.10 $62.06 $65.16 MANAGEMENT ANALYST $62.98 $66.13 $69.44 $72.91 $76.56
NETWORK SPECIALIST $64.78 $68.02 $71.42 $74.99 $78.74
PARK RESTORATION IMPV MGR $88.37 $92.78 $97.42 $102.29 $107.41 PERMIT CENTER MANAGER $82.23 $86.35 $90.66 $95.20 $99.96 PLANNING MANAGER $95.06 $99.81 $104.80 $110.04 $115.54
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PUBLIC AFFAIRS MANAGER $81.25 $85.31 $89.58 $94.06 $98.76 PUBLIC INFORMATION OFFICER $81.16 $85.22 $89.48 $93.95 $98.65 PUBLIC WORKS PROJECT MANAGER $77.67 $81.56 $85.64 $89.92 $94.41 PUBLIC WORKS SUPERVISOR $65.47 $68.75 $72.18 $75.79 $79.58 PURCHASING MANAGER $94.58 $99.31 $104.27 $109.49 $114.96 RECREATION MANAGER $66.84 $70.19 $73.69 $77.38 $81.25
RECREATION SUPERVISOR $60.63 $63.66 $66.84 $70.19 $73.69 SENIOR ACCOUNTANT $66.25 $69.57 $73.05 $76.70 $80.53
SENIOR ASSISTANT CITY ATTORNEY $124.88 $131.12 $137.68 $144.57 $151.79 SENIOR BUSINESS SYSTEMS ANALYST $78.53 $82.46 $86.58 $90.91 $95.46 SENIOR CIVIL ENGINEER $88.74 $93.17 $97.83 $102.72 $107.86 SENIOR MANAGEMENT ANALYST $68.85 $72.29 $75.91 $79.70 $83.69 SENIOR PUBLIC WORKS PROJECT MGR $81.56 $85.64 $89.92 $94.41 $99.13 SERVICE CENTER SUPERINTENDENT $83.72 $87.90 $92.30 $96.91 $101.76 SPECIAL PROJECT EXECUTIVE $124.88 $131.12 $137.68 $144.57 $151.79 TRANSPORTATION MANAGER $94.48 $99.20 $104.16 $109.37 $114.84 WEB SPECIALIST $57.28 $60.14 $63.15 $66.31 $69.62
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 1

PROGRAM PURPOSE AND DEFINITIONS FOR ELIGIBILITY
It is City of Cupertino policy that those certain persons holding positions hereinafter defined and designated either as management or confidential positions shall be eligible for participation under the Unrepresented Employees Compensation Program as hereby adopted by action of the City Council and as same may be amended or as otherwise modified from time to time.

It is the stated purpose of this Compensation Program to give recognition to and to differentiate those eligible employees from represented employees who achieve economic gain and other conditions of employment through negotiation.  It is the intent that through this policy and those which are adopted or as may be modified or rescinded from time to time such recognition may be given.

Eligibility for inclusion with this Compensation program is limited to persons holding positions as management or confidential employees as defined under section 2.52.290 of the Cupertino Municipal Code.  These are as designated by the Appointing Authority and may be modified as circumstances warrant.

Although subject to change in accordance with provision of the Personnel Code, the positions in the following classifications have been designated as unrepresented.

MANAGEMENT AND CONFIDENTIAL CLASSIFICATIONS:

Classification Title
Accountant I
Accountant II
Accounting Technician
Administrative Assistant
Assistant City Attorney
Assistant Director of Community Development
Assistant Director of Public Works
Assistant Director of Parks and Recreation
Assistant to the City Manager
Budget Manager
Building Official
Business Systems Analyst/Program Manager
Capital Improvement Program Manager
Chief Technology Officer/Director of Information Services (Department Head) City Clerk
City Engineer
Code Enforcement Supervisor
Communications and Marketing Coordinator
Community Relations Coordinator
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Deputy Building Official
Deputy City Attorney
Deputy City Clerk
Deputy City Manager
Director of Administrative Services (Department Head) 1 Director of Community Development (Department Head)
Director of Finance (Department Head)
Director of Parks and Recreation (Department Head)
Director of Public Works
Economic Development Manager
Emergency Services Coordinator
Environmental Programs Manager
Executive Assistant to the City Attorney
Executive Assistant to the City Manager
Finance Manager
GIS Coordinator
GIS Program Manager
Human Resources Analyst I
Human Resources Analyst II
Human Resources Assistant
Human Resources Manager
Human Resources Technician
Information Technology Assistant
Innovation and Technology Manager – Applications
Innovation and Technology Manager ‐ Infrastructure
Legal Services Manager
Management Analyst
Network Specialist
Park Restoration and Improvement Manager
Permit Center Manager
Planning Manager
Public Information Officer
Public Affairs Manager
Public Works Projects Manager
Public Works Supervisor
Purchasing Manager
Recreation Manager
Recreation Supervisor
Senior Accountant
Senior Assistant City Attorney
Senior Business Systems Analyst
Senior Civil Engineer
1 Revisions in this Unrepresented Employees’ Compensation Program relating to the Department of Administrative Services and the Department of Finance are contingent upon the approval of the Second Reading of the Ordinance amending Cupertino Municipal Code Sections 1.10, 2.20, 2.24, 2.48, 2.88, 3.12, and 3.38. 1010
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Senior Management Analyst
Senior Public Works Project Manager
Service Center Superintendent
Special Project Executive
Transportation Manager
Web Specialist
In the event of any inconsistency between the Compensation Program and any Employment Contracts, the provisions of the Employment Contract and any amendments thereto control.

Adopted by Action of the
City Council, April 1, 1974
Revised 10/74, 3/78, 6/81, 6/82, 7/85, 7/87, 1/89, 7/90, 4/91, 5/91, 7/92, 6/95, 6/96, 7/99, 6/02, 7/04, 6/05, 04/07, 7/10, 10/12, 12/12, 7/13,11/13,12/13,3/14, 7/14, 11/15, 6/16, 10/16, 11/16, 6/17, 10/17, 7/19, 6/22, 8/22, 3/23, 11/23, 6/25, 7/25, 9/25, 5/26 1011
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City of Cupertino
UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 2

SALARY SCHEDULE

AND OTHER SALARY RATES
It is City of Cupertino policy that eligible persons under this Compensation Program shall be compensated for services rendered to and on behalf of the City on the basis of equity of pay for duties and responsibilities assigned, meritorious service and comparability with similar work in other public and private employment in the same labor market; all of which is contingent upon the City’s ability to pay consistent with its fiscal policies.

 Effective the first full pay period after July 1, 2025, 5.0% salary increase (Pay period which begins July 12, 2025)
 Effective the first full pay period after July 1, 2026, 3.0% salary increase  Effective the first full pay period after July 1, 2027, 3.0% salary increase The City will pay all eligible employees under this Compensation Program, employed with the City as of July 2, 2025, a one‐time, non‐pensionable lump sum of $1,000, which shall be subject to all applicable payroll tax and withholding.  The parties agree that this one‐time payment shall not be PERSable (i.e. counted towards base salary or final compensation for CalPERS retirement calculation). Payment shall be made through payroll following the City Council’s approval of the Amended Unrepresented Employees’ Compensation Program.   Employees must be an active employee at the time of the retroactive payout in order to receive said $1,000 lump‐sum payment.

See Attachment A for a list of paygrades.

Adopted by Action
of the City Council
April 1, 1974
Revised 8/78, 7/79, 6/80, 7/92, 6/95, 10/12, 7/13, 10/16, 7/19, 8/22, 11/23, 9/25 1012
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City of Cupertino
UNREPRESENTED EMPLOYEES’COMPENSATION PROGRAM
Policy No. 3

TRAINING AND CONFERENCES
I.  POLICY
A. Management Personnel
It is City of Cupertino policy that eligible persons under this Compensation Program shall be reimbursed or receive advances in accordance with the schedules, terms and conditions as set forth herein for attendance at conferences, meetings and training sessions as defined below for each.  It is the intent of this policy to encourage the continuing education and awareness of said persons in the technical improvements and innovations in their fields of endeavor as they apply to the City or to implement a City approved strategy for attracting and retaining businesses in the City.  One means of implementing this encouragement is through a formal reimbursement and advance schedule for authorized attendance at such conferences, meetings and training sessions.

B. Non‐Management Personnel
When authorized by their supervisor, a non‐management person may attend a conference, meeting or training session subject to the stated terms and conditions included herein for each with payment toward or reimbursement of certain expenses incurred as defined below for each.

II DEFINITIONS
A. Conferences
A conference is an annual meeting of a work related organization the membership of which may be held in the name of the City or the individual.

B. Local Area
The local area is defined to be within Santa Clara and San Mateo Counties and within a 40‐ mile distance from Cupertino when traveling to Alameda County.

C. Meetings
A “meeting” shall mean a convention, conference, seminar, workshop, meal, or like assembly having to do with municipal government operations. An employee serving on a panel for interviews of job applicants shall not come under this definition.

D. Training Session
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A training session is any type of seminar or workshop the attendance at which is for the purpose of obtaining information of a work related nature to benefit the City’s operations or to enhance the attendee’s capabilities in the discharge of assigned duties and responsibilities.

III  REIMBURSEMENT AND ADVANCE PAYMENT SCHEDULE
A.  Intent
This schedule is written with the intent that the employee will make every effort to find the lowest possible cost to the City for traveling on City business. For example, if paying for parking at the airport is less expensive that paying for a taxi or airport shuttle, then the employee should drive their car and park at the airport; or if renting a car is lower than taking taxis at the out‐of‐town location, then a car should be rented; or air reservations should be booked in advance to obtain discounted fares. The following procedures apply whether the expense is being paid through a reimbursement or a direct advance.

B. Registration
Registration fees for authorized attendance at a meeting or training session will be paid by the City.

C. Transportation
The City will pay transportation costs on the basis of the lowest cost intent stated in paragraph A.

Eligible transportation costs include airfare (with coach fare being the maximum), van or taxi service to and from the attendee’s home and airport, destination or airport parking charges, taxi and shuttle services at the out‐of‐town location, trains, tolls, or rental cars. Use of a personal automobile for City business shall be reimbursed or advanced at the rate per mile in effect for such use, except in no case shall it exceed air coach fare if the vehicle is being used for getting to the destination. Government or group rates offered by a provider of transportation must be used when available.

Reimbursement or advances for use of a personal automobile on City business within a local area will not be made so as to supplement that already being paid to those persons receiving a monthly mileage allowance.

D. Lodging
Hotel or lodging expenses of the employee resulting from the authorized event or activity defined in this policy will be reimbursed or advanced if the lodging and event occurs outside of the local area.

Not covered will be lodging expenses related to person(s) who are accompanying the City member, but who themselves are not on City business. In this instance, for example, the difference between single and multiple occupancy rates for a room will not be reimbursed.

Where the lodging is in connection with a conference or other organized educational activity, City‐ paid lodging costs shall not exceed the maximum group rate published by the conference or activity sponsor, providing that lodging at the group rate is available at the time of booking.  If the group rate 1014
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at the conference hotel is not available, then the non‐conference lodging policy described in the next paragraph should be followed to find another comparable hotel.

Where lodging is necessary for an activity that is not related to a conference or other organized educational activity, reimbursement or advances shall be limited to the actual cost of the room at a group or government rate. In the event that a group or government rate is not available, lodging rates that do not exceed the median price for lodging for that area and time period listed on travel websites like www.hotels.com, www.expedia.com or an equivalent service shall be eligible for reimbursement or advancement.

E. Meals

1.  With No Conference
Payments toward or reimbursement of meals related to authorized activities or events shall be at the Internal Revenue Service per diem rate for meals and incidental expenses for a given location, as stated by IRS publications 463 and 1542 and by the U.S. General Services Administration.  The per diem shall be split among meals as reasonably desired and reduced accordingly for less than full travel days. If per diem is claimed, no receipts are necessary. Alternatively, the actual cost of a meal can be claimed, within a standard of reasonableness, but receipts must be kept and submitted for the expense incurred.

2.  As Part of a Conference
When City personnel are attending a conference or other organized educational activity, they shall be reimbursed or advanced for meals not provided by the activity, on a per diem or actual cost basis. The per diem and actual cost rate shall follow the rules described in the meals with no conference paragraph.

F. Other Expenses
Payments toward or reimbursement of expenses at such functions shall be limited to the actual costs consistent with the application of reasonable standards.

Other reasonable expenses related to business purposes shall be paid consistent with this policy.

No payments shall be made unless, where available, receipts are kept and submitted for all expenses incurred.  When receipts are not available, qualifying expenditures shall be reimbursed upon signing of an affidavit of expenditure.

No payment shall be made for any expenses incurred which are of a personal nature or not within a standard of reasonableness for the situation as may be defined by the Finance Department.

G. Non‐Reimbursable Expenses
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The City will not reimburse or advance payment toward expenses including, but not limited to:

1. The personal portion of any trip;

2. Political or charitable contributions or events;

3. Family expenses, including those of a partner when accompanying the employee on City‐related business, as well as child or pet‐related expenses;

4. Entertainment expenses, including theatre, shows, movies, sporting events, golf, spa treatments, etc.

5. Gifts of any kind for any purpose;

6. Service club meals; of those besides economic development staff;

7. Alcoholic beverages;

8. Non‐mileage personal automobile expenses including repairs, insurance, gasoline, traffic citations; and

9. Personal losses incurred while on City business.

IV ATTENDANCE AUTHORIZATION
A. Budgetary Limitations
Notwithstanding any attendance authorization contained herein, reimbursement or advances for expenses relative to conferences, meeting or training sessions shall not exceed the budgetary limitations.

B. Conference Attendance
Attendance at conferences or seminars by employees must be approved by their supervisor.

C. Meetings
Any employee, management or non‐management, may attend a meeting when authorized by their supervisor.

D. Training Sessions
Any employee, management or non‐management, may attend a training session when authorized by their supervisor.

V. FUNDING
A. Appropriation Policy
It shall be the policy of the City to appropriate funds subject to availability of resources. 1016
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B. Training Sessions
Payments toward or reimbursement of expenses incurred in attendance at training sessions, will be appropriated annually through the budget process.

VI.  DIRECT CASH ADVANCE POLICY
From time to time, it may be necessary for a City employee to request a direct cash advance to cover anticipated expenses while traveling or doing business on the City’s behalf. Such request for an advance should be submitted to their supervisor no less than seven days prior to the need for the advance with the following information:  1) Purpose of the expenditure; 2) The anticipated amount of the expenditure (for example, hotel rates, meal costs, and transportation expenses); and 3) The dates of the expenditure.  An accounting of expenses and return of any unused advance must be reported to the City within 30 calendar days of the employee’s return on the expense report described in Section VII.

VII. EXPENSE REPORT REQUIREMENTS
All expense reimbursement requests or final accounting of advances received must be approved by their supervisor, on forms determined by the Finance Department, within 30 calendar days of an expense incurred, and accompanied by a business purpose for all expenditures and a receipt for each non‐ per diem item.

Revised 7/83, 7/85, 7/87, 7/88, 7/91, 7/92, 12/07, 7/10 1017
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Policy No. 4

AUTOMOBILE ALLOWANCES AND

MILEAGE REIMBURSEMENTS
It is City of Cupertino policy that eligible persons under this Compensation Program shall be compensated fairly for the use of personal automotive vehicles on City business.  In many instances the use of personal vehicles is a condition of employment due to the absence of sufficient City owned vehicles for general transportation purposes.  It is not intended, however, that such a condition of employment should work an undue hardship.   For this reason, the following policies shall apply for mileage reimbursements.

Those persons who occasionally are required to use their personal automobiles for City business shall be reimbursed for such use at an appropriate rate established by the City Council.  Submission of reimbursement requests must be approved by the Department Head.

Employees in the following classifications shall be paid on a monthly basis the following automobile allowance:

Classification               Allowance
Director of Administrative Services                     300.00 Director of Community Development                  300.00 Director of Finance                       300.00
Director of Parks and Recreation                                   300.00 Director of Public Works                         300.00 Chief Technology Officer/                      300.00
Director of Information Services
Special Project Executive                     300.00
Deputy City Manager                       300.00
City Clerk                                 250.00
Senior Civil Engineer                               250.00 Assistant Director of Public Works 250.00
City Engineer                                                                                       250.00 Transportation Manager                     250.00
Assistant Director of Community Development         200.00 Assistant Director of Parks and Recreation 200.00
Public Affairs Manager                           200.00 Recreation Supervisor                            200.00 Recreation Manager                           200.00

Employees receiving automobile allowance shall be eligible for reimbursement for travel that exceeds two hundred miles round trip.
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Adopted by Action of the City Council
April 1, 1974
Revised 7/74, 5/79, 6/80, 7/81, 8/84, 7/87, 1/89, 7/90,7/92, 6/96, 8/99, 6/00, 9/01, 1/02, 6/02, 10/07, 7/10, 7/11, 10/12, 12/12, 7/13, 11/15, 10/16, 11/16, 6/17, 7/19, 8/22, 3/23, 6/25, 9/25, 1/26, 5/26 1019
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Policy No. 5

ASSOCIATION MEMBERSHIPS AND

PROFESSIONAL PUBLICATIONS
It is City of Cupertino policy that eligible persons under this Compensation Program shall be entitled to City sponsored association memberships as well as receiving subscriptions to professional and technical publications.  Such sponsorship, however, shall be conditioned upon the several factors as set forth below.

Each association for which membership is claimed must be directly related to the field of endeavor of the person to be benefited.  Each claim for City sponsored membership shall be submitted by or through the Department Head with their concurrence to the City Manager for approval.

Subscriptions to or purchase of professional and technical publications may be provided at City expense when such have been authorized by the Department Head providing the subject matter and material generally contained therein are related to municipal governmental operations.

Adopted by Action of
the City Council
April 1, 1974
Revised
7/92
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Policy No. 6

OVERTIME WORKED
EXEMPT POSITIONS:

Management and non‐represented professional employees are ineligible for overtime payments for time worked in excess of what otherwise would be considered as a normal work day or work week for other employees.  However, no deduction from leave balances are made when such an employee is absent for less than a regular work day as long as the employee has his/her supervisor’s approval.

Nothing in this policy precludes the alternative work schedule, which may include an absence of a full eight hour day, when forty hours have been worked in the same seven day work period.

NON‐EXEMPT POSITIONS:

Confidential employees are eligible for overtime or compensation time, at their discretion, for the time worked in excess of 40 hours per week.  Nothing in this policy precludes the alternative work schedule, which may include an absence of a full eight hour day, where forty hours have been worked in the same seven day period.

COMPENSATORY TIME OFF
At the employee’s discretion, compensatory time (CTO) may be granted for overtime worked at the rate of time and one‐half for each hour worked in lieu of compensation in cash. Employees, who have previously earned CTO, shall be allowed to schedule CTO at the employee’s discretion provided (1) that prior supervisory approval has been obtained and (2) the request is made in writing.

CTO may be accrued for up to 80 hours per calendar year. Any CTO earned exceeding 80 hours will be paid at the rate of time and one‐half.  An employee may carry over the unused balance into the next calendar year. Any unused carryover balance will be automatically paid out at the end of the calendar year.

An employee may exercise his/her option twice each calendar year to convert any/or all accumulated compensatory time to cash.

STANDBY COMPENSATION
Employees in the classification of Information and Technology Assistant who are required to be available during their off‐shift hours for possible recall for emergency service shall be compensated $300.00 per 128 hours. Minimum staffing and skill qualifications for standby assignment shall be determined by the City.
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Adopted by Action of
the City Council
April 1, 1974
Revised
6/80, 7/91, 7/92, 6/96, 7/97, 4/07, 7/13, 10/16, 8/22
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UNREPRESENTED EMPLOYEES’COMPENSATION PROGRAM
Policy No. 7
HEALTH BENEFITS PLAN ‐ EMPLOYER CONTRIBUTION
It is the policy of the City of Cupertino to provide group hospital and medical insurance under which employees in Management and Confidential positions and their dependents may be covered.  The purpose of this program is to promote and preserve the health of employees and their families through comprehensive health plans available only through employer sponsorship.

Although the premium cost for the insurance provided remains the ultimate responsibility of the employee in these positions, the City shall contribute the amounts listed below towards the premium or pay the full cost of the premium if less than the stated amounts.  If the premium amounts for any employee covered by this policy are less than the amounts listed below per month, the difference between the premium amount and the stated amounts will be included in the employee’s gross pay.

The City agrees to make available a plan of comprehensive health and welfare benefits for eligible employees.  Any such benefits program must have the continued approval of the Board of Administration, Public Employees Retirement System.  For each participating employee, the City shall contribute toward premium cost of the following amount per month during the term of this agreement.

Effective July 1, 2025, for each participating employee, the City shall contribute toward premium cost the following amount per month during the term of this agreement.

January 1, 2025 City Max Health
Contribution
City Max Dental
Contribution
City Total Max
Contribution
Employee $1,112.90 $114.30 $1,227.20
Employee + 1 $2,225.80 $114.30 $2,340.10
Employee + 2 $2,893.54 $114.30 $3,007.84
With regards to any change in the monthly medical plan premium charged by CalPERS in the plan years subsequent to 2025 (specifically, the CalPERS healthcare rate increases effective January 1, 2026, January 1, 2027 and January 1, 2028), the City’s maximum contributions shall be tied to the CalPERS Kaiser Permanente plan increases and shall be capped at no more than 20% of any such total increase in aggregate between 2025 – 2028. Any required contribution amounts exceeding the premium contribution of the City are the responsibility of the employee.

Health In‐Lieu Payments

City agrees to pay a monthly amount of three hundred seventy‐five ($375.00) per month to the employee who can demonstrate that they have equivalent health coverage through their spouse, parent, or other group coverage and who request this cash payment in lieu of health insurance coverage.
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*Dental Coverage: Effective the first month after Council adoption of MOU, dental coverage is capped at $2,500.00 per dependent per annual plan year for the term of this contract.

Adopted by Action of the City Council
September 16, 1974
Revised
7/75, 7/76, 7/77, 8/78, 7/79, 6/80, 6/81, 7/81, 6/82, 7/83, 7/84, 7/88, 7/89, 7/90, 7/91, 7/92, 6/95, 7/97, 7/99, 6/00, 6/02, 7/04, 6/05, 4/07,12/12, 7/13, 10/16, 7/19, 12/19, 8/22, 9/25 1024
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 8

FIXED HOLIDAYS
It is the policy of the City of Cupertino to recognize days of historical and national significance as holidays of the City without loss of pay or benefits.  Recognizing the desirable times throughout the year, it is the policy of the City of Cupertino to provide days off in lieu of holidays for management and confidential employees at such times as are convenient for each employee and supervisor, when such policy is compatible with the workload and schedule of the City.

The City provides the following fixed paid holidays for eligible employees covered by this agreement:

1. New Year’s Day

2. Martin Luther King Day

3. Lunar New Year

4. Presidents’ Day

5. Cesar Chavez Day

6. Memorial Day

7. Juneteenth

8. Independence Day

9. Labor Day

10. Veteran’s Day

11. Thanksgiving Day

12. Day Following Thanksgiving

13. Christmas Eve

14. Christmas Day

15. New Year’s Eve
When a holiday falls on a Sunday, the following Monday shall be observed as the non‐work day.  When a holiday falls on a Saturday, the previous Friday shall be observed as the non‐work day.

FLOATING HOLIDAY
In addition to the paid holidays, employees occupying these positions shall be provided 20 floating hours per calendar year as non‐work time with full pay and benefits. Employees may accumulate floating holiday hours up to two times their annual accrual.

Adopted by Action of
the City Council
July 7, 1975
Revised 6/80, 6/89, 7/92, 7/99, 7/13, 8/22, 11/23, 9/25 1025
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 9

LIFE, LONG TERM DISABILITY INSURANCE, AND SHORT TERM DISABILITY INSURANCE It is the policy of the City of Cupertino to make available group insurance for Management and Confidential employees that will mitigate the personal and family financial hardships resulting from continuing disability that prevents an employee from performing gainfully in his or her occupation.  It is further the policy of the City of Cupertino to provide life insurance benefits in an amount of two and one half times the employee’s annual salary to a maximum of $250,000.00.

Employees occupying unrepresented positions may enroll in the disability income program and the life insurance program offered if eligible underthe contract provisions of the policy and the personnel rules of the City.   The full cost of premiums for these programs shall be paid by the City for such employees.

Adopted by Action of
the City Council
September 16, 1976
Revised 7/76, 6/80, 6/81, 6/82, 6/92, 10/16
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Policy No. 10

DEFERRED COMPENSATION
It is the policy of the City of Cupertino to provide equitable current compensation and reasonable retirement security for management and confidential employees for services performed for the City.  The City participates in the California Public Employees’ Retirement System (PERS) and deferred compensation plans have been established.  Both the employee and employer may make contributions from current earnings to these plans.   The purpose of this policy is to promote means by which compensation may be provided in such manner and form to best meet the requirements of the City and the needs of individual employees, thereby increasing the ability, to attract and retain competent management and confidential employees.

The City shall maintain and administer means by which employees in these positions may defer portions of their current earnings for future utilization.  Usage of such plans shall be subject to such agreements, rules and procedures as are necessary to properly administer each plan.   Employee contributions to such plans may be made in such amounts as felt proper and necessary to the employee.

Employer contributions shall be as determined by the City Council.

Adopted by Action of
the City Council
July 7, 1975
Revised 6/80, 7/87, 7/92, 7/99
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Policy No. 11
PUBLIC EMPLOYEES’ RETIREMENT SYSTEM CONTRIBUTION
A. Employees hired on or before December 29, 2012 Only:

For employees hired on or before December 29, 2012, the City has contracted with CalPERS for a 2.7% @55 formula.

Effective in the first full pay period in July 2017, each employee shall pay the full 8.0% of applicable salary of the employee’s contribution towards CalPERS.

B. For Employees hired by the City of Cupertino on December 30, 2012 or December 31, 2012 or a current CalPERS employee who qualifies as a classic member under CalPERS Regulations Only:

For Employees hired by the City of Cupertino on December 30, 2012 or December 31, 2012 or a current CalPERS employee who qualifies as a classic member under CalPERS Regulations only the City has contracted with CalPERS for a 2.0% @ 60 retirement formula, three year average compensation.

Effective October 1, 2016, the City shall not pay the employee’s contribution rate to the California Public Employees Retirement System (CalPERS) and each employee shall pay the full 7% of applicable salary of the employee’s contribution towards CalPERS.

C.  For new employees hired by the City of Cupertino on or after January 1, 2013 and do not qualify as Classic members Only:

For new employees hired by the City of Cupertino on or after January 1, 2013 and do not qualify as classic members as defined by CalPERS,  CalPERS has by statute implemented a 2% @ 62 formula, three year average and employees in this category shall pay 50% of the normal cost rate as determined by CalPERS.

Adopted by Action of
the City Council
June, 1981
Revised 6/87, 6/89, 7/90, 7/91, 7/92, 6/03, 7/04, 4/07, 7/10, 10/12, 12/12, 7/13, 10/16, 7/19 1028
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Policy No. 12
DENTAL INSURANCE ‐ EMPLOYER CONTRIBUTION
It is the policy of the City of Cupertino to provide dental insurance under which employees in Management and Confidential positions and their dependents may be covered.  The purpose of this program is to promote and preserve the health of employees.

The premium cost for the insurance provided by the City shall not exceed $114.30 per month per employee.  Enrollment in the plan or plans made available pursuant to this policy shall be in accordance with Personnel Rules of the City and the provisions of the contract for such insurance between the City and carrier or carriers.
*Dental Coverage: Effective the first month after Council adoption of agreement, dental coverage is capped at $2,500.00 per dependent per annual plan year for the term of this contract.

Adopted by Action of
City Council
July 1, 1983
Revised 7/87, 7/88, 7/89, 7/90, 7/91, 7/92, 6/95, 7/99, 4/07, 10/12, 10/16, 7/19, 9/25 1029
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UNREPRESENTED EMPLOYEES’ COMPENSATION PROGRAM
Policy No. 13

ADMINISTRATIVE LEAVE
The department heads and executive level staff shall receive eighty (80) hours of administrative leave with pay per year.   Unrepresented employees exempt from the provisions of the Fair Labor Standards Act shall receive forty (40) hours of administrative leave with pay per year.

Employees may accumulate administrative leave hours up to two times their annual accrual.

Employees shall be eligible to convert up to 80 hours of administrative leave to pay one time each calendar year.

Adopted by Action of
the City Council
July, 1988
Revised
7/92, 7/97, 7/99, 7/10, 12/12, 10/16, 8/22, 3/23
City of Cupertino
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Policy No. 14

EMPLOYEE ASSISTANCE PROGRAM
It is the policy of the City of Cupertino to provide an Employee Assistance Program for the benefit of Management and Confidential employees and their eligible dependents.  The purpose of this program is to provide professional assistance and counseling concerning financial, legal, pre‐retirement, and other matters of a personal nature.

Adopted by Action of the City Council
June 17, 1996
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Policy No. 15

VACATION ACCUMULATION
The department heads and executive level staff shall earn vacation hours under the same vacation accumulation schedule as all other employees.  Credit shall be provided for previous public sector service time on a year‐for‐year basis as to annual vacation accumulation.   Credit shall only be given for completed years of service.  Public service credit shall not apply to any other supplemental benefit.

Employee(s) affected by this policy will have the responsibility of providing certification as to previous public sector service.

Benefited full‐time employees accrue vacation in accordance with the following schedule.

Benefited employees who work less than a full‐time work schedule accrue vacation in accordance with the following schedule on a pro‐rated basis.

Service Time Annual Accruals Maximum Accrual
0 ‐ 3 Years     80 Hours 160 Hours
4 ‐ 9 Years   120 Hours 240 Hours
10 – 14 Years   160 Hours 272 Hours
15 – 19 Years    176 Hours 320 Hours
20 + Years   192 Hours 352 Hours
An employee may accrue no more vacation credit than what is listed above.

VACATION CREDITS
The hiring manager, with the approval of the department head and the City Manager, may offer a vacation bank of up to 120 hours of vacation to a prospective candidate in the Unrepresented group.

These hours do not vest for payoff purposes if the employee leaves service.

Adopted by Action of the City Council
July 7, 1997
Revised 6/99, 7/10, 12/12, 7/13, 10/16, 3/23
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Policy No. 16

HOUSING ASSISTANCE PROGRAM
Housing assistance may be offered to the department heads pursuant to Resolution No. 15‐092.

Adopted by Action of the City Council
July 7, 1997
Revised 7/99, 7/10, 8/12, 10/15
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Policy No. 17
VISION INSURANCE – EMPLOYER CONTRIBUTION
It is the policy of the City of Cupertino to provide vision insurance under which employees and their dependents may be covered.  The purpose of this program is to promote and preserve the health of employees.

The premium cost for the insurance provided by the City shall not exceed $14.94 per month per employee.  Enrollment in the plan or plans made available pursuant to this policy shall be in accordance with the provisions of the contract between the City and carrier or carriers providing vision insurance coverage,
Adopted by Action of the City Council
July 1997
Revised 7/99, 6/02, 6/03, 7/10, 10/12
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Policy No. 18

WORK OUT OF CLASSIFICATION/WORK IN DUAL CLASSIFICATION
Work Out of Classification – Temporary assignment, approved in advance by the department head, to a classification in a higher pay grade shall be compensated at the Step 1 rate of the higher classification or at a rate five (5) percent greater than that of the regular position, whichever is greater, for the number of hours assigned.  In order to qualify for out‐of‐classification pay, an employee shall work a minimum of four (4) hours per day in the temporary assignment.

An employee may be assigned to work out of class in a higher classification when there is a vacant position for which a recruitment is being, or will be, conducted.  Out of class assignments may not exceed 960 hours in a fiscal year. Compensation for work performed in an out‐of‐class capacity is included for purposes of calculating CalPERS compensation, however, this is at the discretion of CalPERS and future changes to CalPERS regulations would supersede the language of this section.

An employee may receive acting pay for working in a higher classification where a vacancy does not exist, in the case of an incumbent being on vacation or leave of absence, or due to the employee being asked to perform higher level work on any other temporary basis. Acting pay is not included for purposes of calculating CalPERS compensation.

The higher rate of pay shall be used in computing overtime when authorized overtime is worked in a non‐exempt, out of class or acting work assignment.  When a non‐exempt employee is working out of class or acting in an exempt position for 20 hours or more in a work week, the employee will be ineligible to receive overtime pay for any and all hours worked in the exempt classification during that work week.

All requests for out of class pay or acting pay must be approved by the Director of Administrative Services Finance or his/her designee.

Adopted by Action of the City Council
October 2016
Revised 7/19, 5/26

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Policy No. 19

EDUCATION REIMBURSEMENT PROGRAM
It is the intent of the City to recognize the value of continuing education and professional development of its employees; and to adopt an Education Reimbursement Program which will encourage employees to avail themselves of City job related educational opportunities that will advance their knowledge and interests in the direction of their career path. Courses should either: a) maintain or improve job skills in the employee’s current position; b) be expressly required by the City or by law; or c) prepare the employee to become a competitive applicant for a different position with the City.

The Education Reimbursement Program is a benefit to all full time benefited employees who have completed the required probationary period and provides education reimbursement of up to two thousand dollars($2,000) per calendar year for the cost of registration, required textbooks and/or materials and parking. Employees who wish to seek reimbursement from the City for educational program costs shall provide a written request for reimbursement in advance of enrollment to the Human Resources Division. The form provided shall include the type of training, sponsoring organization or institution, meeting times and costs. Human Resources and the employee’s department head will make the determination if the chosen education program is eligible for reimbursement.

No employee shall receive any reimbursement until they have provided satisfactory proof of successful completion of the coursework with a grade of “C” or above, or “Pass” in the case of a Pass/Fail course.

Such proof of completion shall be provided within 30 days of the conclusion of the course.

Education reimbursement is a taxable benefit under IRS Code.  Education reimbursement will be applied to the calendar year in which the course is passed and satisfactory proof of completion is submitted.

Mandatory or annual coursework, attendance at conferences and training required to maintain job specific certifications or proficiencies are not included in the Education Reimbursement Program.

Adopted by Action of the City Council
July 2019

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Policy No. 20

CITY SPONSORED RECREATION AND WELLNESS PROGRAMS
Unrepresented employees shall have the privilege of enrollment in City sponsored recreation programs at the City residents’ fee structure and in preference to non‐residents wishing to enroll. Each calendar year, employees and family members on the employee’s dental plan are eligible to be reimbursed up to $500 per employee in Rec Bucks. Employees shall be reimbursed for approved recreation services in accordance with the City’s Recreation Buck Policies. Programs allowing for preregistration will be reimbursed after completion of the program, including those allowing for or requiring preregistration in the calendar year prior to reimbursement.  Reimbursements shall be applied to the year in which they are received. Benefited employees will also receive a free employee‐only annual Cupertino Sports Center membership. Part‐time benefited employees will have the annual amount of Recreation Bucks prorated based on number of hours worked.  Recreation Bucks are a taxable benefit under IRS Code, and must be used by the employee within the calendar year and are non‐transferrable.

City employees are eligible to participate in the City’s wellness program as provided for in the City’s Administrative Rules and Regulations.

Adopted by Action of the City Council
July 2019

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Listing of Unrepresented Classifications by
Salary Rate or Pay Grades
Effective July 1, 2013 (Res. No. 13‐061)
Amended 11/19/ 13 (Res. No. 13‐099)
Amended 12/17/13 (Res. No. 13‐108)
Amended 3/18/14 (Res. No. 14‐130)
Amended 11/3/14 (Res. No. 14‐209)
Amended 11/3/2015 (Res. No. 15‐099)
Amended 6/21/16 (Res. No. 16‐064)
Amended 10/4/16 (Res. No. 16‐104 – Not adopted)
Amended 10/18/16 (Res. No. 16‐108)
Amended 11/15/16 (Res. No. 16‐128)
Amended 6/20/17 (Res. No. 17‐056)
Amended 10/17/17 (Res. No. 17‐101)
Amended 7/16/19 (Res. No. 19‐086)
Amended 11/19/19 (Res. No. 19‐140)
Amended 6/7/22 (Res. No. 22‐067 on 6/9/22)
Amended 8/16/22 (Res. No. 22‐103)
Amended 3/7/23 (Res. No.23‐028 )
Amended 6/3/25 ( Res. No. )
Amended 7/15/25 ( Res. No.)
Amended 9/3/25 (Res. No.)
Amended 1/21/26 (Res. No.)
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ATTACHMENT A

SALARY SCHEDULE
Salary Effective July 15, 2025
Year 1 - Salary Effective First Full Pay Period in July 2025 Classification Step1 Step2 Step3 Step4 Step5
ACCOUNTANT I $48.93 $51.38 $53.95 $56.65 $59.48
ACCOUNTANT II $53.94 $56.64 $59.47 $62.45 $65.57
ACCOUNTING TECHNICIAN $48.54 $50.96 $53.51 $56.19 $58.99 ADMINISTRATIVE ASSISTANT $42.68 $44.82 $47.06 $49.41 $51.88 ASSISTANT CITY ATTORNEY $97.48 $102.35 $107.47 $112.84 $118.48 ASSISTANT DIRECTOR COMM DEV $95.34 $100.11 $105.12 $110.37 $115.89 ASSISTANT TO THE CITY MANAGER $78.41 $82.33 $86.45 $90.77 $95.31 ASST DIR PUBLIC WORKS ENG $99.19 $104.15 $109.36 $114.82 $120.56 ASST DIR RECREATION COMM SVCS $95.34 $100.11 $105.12 $110.37 $115.89 BUDGET MANAGER $89.15 $93.61 $98.29 $103.20 $108.36
BUILDING OFFICIAL $89.60 $94.08 $98.79 $103.73 $108.91
BUSINESS SYSTEMS ANALYST $69.18 $72.64 $76.27 $80.09 $84.09 CAPITAL IMPV PROGRAM MGR $89.05 $93.51 $98.18 $103.09 $108.24 CHIEF TECHNOLOGY OFFICER $117.71 $123.59 $129.78 $136.27 $143.07 CITY CLERK $79.51 $83.49 $87.66 $92.05 $96.65
CITY ENGINEER $99.19 $104.15 $109.36 $114.82 $120.56
CODE ENFORCEMENT SUPERVISOR $77.51 $81.39 $85.46 $89.73 $94.22 COMMS AND MARKETING COORDINATOR $64.90 $68.14 $71.55 $75.13 $78.88 COMMUNITY RELATIONS COORDINATOR $49.21 $51.67 $54.25 $56.96 $59.81 DEPARTMENT HEAD $117.71 $123.59 $129.78 $136.27 $143.07 DEPUTY BUILDING OFFICIAL $77.51 $81.39 $85.46 $89.73 $94.22 DEPUTY CITY ATTORNEY $70.14 $73.64 $77.33 $81.19 $85.25 DEPUTY CITY CLERK $56.74 $59.58 $62.55 $65.68 $68.97
DEPUTY CITY MANAGER $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF ADMIN SERVICESFINANCE $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF COMM DEVELOPMENT $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF PARKS AND RECREATION $117.71 $123.59 $129.78 $136.27 $143.07 DIRECTOR OF PUBLIC WORKS $121.15 $127.21 $133.57 $140.25 $147.26 ECONOMIC DEVELOPMENT MANAGER $85.59 $89.87 $94.37 $99.08 $104.04 EMERGENCY SERVICES COORDINATOR $69.57 $73.05 $76.71 $80.54 $84.57 ENVIRONMENTAL PROGRAMS MANAGER $89.05 $93.51 $98.18 $103.09 $108.24 EXEC ASST TO CITY MANAGER $50.15 $52.66 $55.30 $58.06 $60.96 1039
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EXEC ASST TO THE CITY ATTNY $48.92 $51.38 $53.95 $56.63 $59.48 FINANCE MANAGER $89.15 $93.61 $98.29 $103.20 $108.36
GIS COORDINATOR $51.15 $53.71 $56.39 $59.21 $62.17
GIS PROGRAM MANAGER $88.11 $92.52 $97.14 $102.00 $107.10 HUMAN RESOURCE ANALYST I $58.86 $61.81 $64.90 $68.14 $71.55 HUMAN RESOURCES ANALYST II $64.90 $68.14 $71.55 $75.12 $78.88 HUMAN RESOURCES ASSISTANT $35.45 $37.22 $39.08 $41.03 $43.08 HUMAN RESOURCES MANAGER $89.15 $93.61 $98.29 $103.20 $108.36 HUMAN RESOURCES TECHNICIAN $48.54 $50.96 $53.51 $56.19 $58.99 I.T. ASSISTANT $47.73 $50.12 $52.62 $55.25 $58.02
INNOVATION AND TECHNOLOGY MGR $88.11 $92.52 $97.14 $102.00 $107.10 LEGAL SERVICES MANAGER $50.53 $53.05 $55.71 $58.49 $61.42 MANAGEMENT ANALYST $59.37 $62.33 $65.45 $68.72 $72.16
NETWORK SPECIALIST $61.06 $64.12 $67.32 $70.69 $74.22
PARK RESTORATION IMPV MGR $83.29 $87.46 $91.83 $96.42 $101.24 PERMIT CENTER MANAGER $77.51 $81.39 $85.46 $89.73 $94.22 PLANNING MANAGER $89.60 $94.08 $98.79 $103.73 $108.91
PUBLIC AFFAIRS MANAGER $76.58 $80.41 $84.43 $88.66 $93.09 PUBLIC INFORMATION OFFICER $76.50 $80.33 $84.34 $88.56 $92.99 PUBLIC WORKS PROJECT MANAGER $73.21 $76.88 $80.72 $84.76 $88.99 PUBLIC WORKS SUPERVISOR $61.71 $64.80 $68.04 $71.44 $75.01 PURCHASING MANAGER $89.15 $93.61 $98.29 $103.20 $108.36 RECREATION MANAGER $63.01 $66.16 $69.46 $72.94 $76.58
RECREATION SUPERVISOR $57.15 $60.01 $63.01 $66.16 $69.46 SENIOR ACCOUNTANT $62.45 $65.57 $68.85 $72.30 $75.91
SENIOR ASSISTANT CITY ATTORNEY $117.71$1

07.24 $123.59$1

12.60 $129.78$1

18.23 $136.27$1

24.14 $143.07$1

30.35 SENIOR BUSINESS SYSTEMS ANALYST $74.03 $77.73 $81.61 $85.70 $89.98 SENIOR CIVIL ENGINEER $83.64 $87.82 $92.22 $96.83 $101.67 SENIOR MANAGEMENT ANALYST $64.90 $68.14 $71.55 $75.13 $78.88 SENIOR PUBLIC WORKS PROJECT MGR $76.88 $80.72 $84.76 $88.99 $93.44 SERVICE CENTER SUPERINTENDENT $78.91 $82.86 $87.00 $91.35 $95.92 SPECIAL PROJECT EXECUTIVE $117.71 $123.59 $129.78 $136.27 $143.07 TRANSPORTATION MANAGER $89.05 $93.51 $98.18 $103.09 $108.24 WEB SPECIALIST $53.99 $56.69 $59.53 $62.50 $65.63
Year 2 - Salary Effective First Full Pay Period in July 2026 Classification Step1 Step2 Step3 Step4 Step5
ACCOUNTANT I $50.40 $52.92 $55.57 $58.34 $61.26
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ACCOUNTANT II $55.56 $58.34 $61.25 $64.32 $67.53
ACCOUNTING TECHNICIAN $49.99 $52.49 $55.11 $57.87 $60.76 ADMINISTRATIVE ASSISTANT $43.96 $46.16 $48.47 $50.89 $53.44 ASSISTANT CITY ATTORNEY $100.40 $105.42 $110.69 $116.23 $122.04 ASSISTANT DIRECTOR COMM DEV $98.20 $103.11 $108.27 $113.68 $119.37 ASSISTANT TO THE CITY MANAGER $80.77 $84.80 $89.04 $93.50 $98.17 ASST DIR PUBLIC WORKS ENG $102.16 $107.27 $112.64 $118.27 $124.18 ASST DIR RECREATION COMM SVCS $98.20 $103.11 $108.27 $113.68 $119.37 BUDGET MANAGER $91.83 $96.42 $101.24 $106.30 $111.61
BUILDING OFFICIAL $92.29 $96.90 $101.75 $106.84 $112.18 BUSINESS SYSTEMS ANALYST $71.26 $74.82 $78.56 $82.49 $86.62 CAPITAL IMPV PROGRAM MGR $91.72 $96.31 $101.13 $106.18 $111.49 CHIEF TECHNOLOGY OFFICER $121.24 $127.30 $133.67 $140.36 $147.37 CITY CLERK $81.90 $85.99 $90.29 $94.81 $99.55
CITY ENGINEER $102.16 $107.27 $112.64 $118.27 $124.18
CODE ENFORCEMENT SUPERVISOR $79.84 $83.83 $88.02 $92.42 $97.05 COMMS AND MARKETING COORDINATOR $66.84 $70.18 $73.69 $77.38 $81.25 COMMUNITY RELATIONS COORDINATOR $50.68 $53.22 $55.88 $58.67 $61.61 DEPARTMENT HEAD $121.24 $127.30 $133.67 $140.36 $147.37 DEPUTY BUILDING OFFICIAL $79.84 $83.83 $88.02 $92.42 $97.05 DEPUTY CITY ATTORNEY $72.24 $75.85 $79.65 $83.63 $87.81 DEPUTY CITY CLERK $58.44 $61.36 $64.43 $67.65 $71.04
DEPUTY CITY MANAGER $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF ADMIN SERVICESFINANCE $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF COMM DEVELOPMENT $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF PARKS AND RECREATION $121.24 $127.30 $133.67 $140.36 $147.37 DIRECTOR OF PUBLIC WORKS $124.79 $131.03 $137.58 $144.46 $151.68 ECONOMIC DEVELOPMENT MANAGER $88.16 $92.57 $97.20 $102.06 $107.16 EMERGENCY SERVICES COORDINATOR $71.66 $75.25 $79.01 $82.96 $87.11 ENVIRONMENTAL PROGRAMS MANAGER $91.72 $96.31 $101.13 $106.18 $111.49 EXEC ASST TO CITY MANAGER $51.66 $54.24 $56.95 $59.80 $62.79 EXEC ASST TO THE CITY ATTNY $50.39 $52.92 $55.57 $58.33 $61.26 FINANCE MANAGER $91.83 $96.42 $101.24 $106.30 $111.61
GIS COORDINATOR $52.68 $55.32 $58.08 $60.99 $64.04
GIS PROGRAM MANAGER $90.75 $95.29 $100.06 $105.06 $110.31 HUMAN RESOURCE ANALYST I $60.63 $63.66 $66.84 $70.18 $73.69 HUMAN RESOURCES ANALYST II $66.84 $70.18 $73.69 $77.38 $81.25 HUMAN RESOURCES ASSISTANT $36.51 $38.33 $40.25 $42.26 $44.38 HUMAN RESOURCES MANAGER $91.83 $96.42 $101.24 $106.30 $111.61 1041
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HUMAN RESOURCES TECHNICIAN $49.99 $52.49 $55.11 $57.87 $60.76 I.T. ASSISTANT $49.16 $51.62 $54.20 $56.91 $59.76
INNOVATION AND TECHNOLOGY MGR $90.75 $95.29 $100.06 $105.06 $110.31 LEGAL SERVICES MANAGER $52.04 $54.65 $57.38 $60.25 $63.26 MANAGEMENT ANALYST $61.15 $64.21 $67.42 $70.79 $74.33
NETWORK SPECIALIST $62.90 $66.04 $69.34 $72.81 $76.45
PARK RESTORATION IMPV MGR $85.79 $90.08 $94.59 $99.31 $104.28 PERMIT CENTER MANAGER $79.84 $83.83 $88.02 $92.42 $97.05 PLANNING MANAGER $92.29 $96.90 $101.75 $106.84 $112.18
PUBLIC AFFAIRS MANAGER $78.88 $82.83 $86.97 $91.32 $95.88 PUBLIC INFORMATION OFFICER $78.80 $82.74 $86.87 $91.22 $95.78 PUBLIC WORKS PROJECT MANAGER $75.41 $79.18 $83.14 $87.30 $91.66 PUBLIC WORKS SUPERVISOR $63.57 $66.74 $70.08 $73.59 $77.26 PURCHASING MANAGER $91.83 $96.42 $101.24 $106.30 $111.61 RECREATION MANAGER $64.90 $68.14 $71.55 $75.13 $78.88
RECREATION SUPERVISOR $58.86 $61.81 $64.90 $68.14 $71.55 SENIOR ACCOUNTANT $64.33 $67.54 $70.92 $74.46 $78.19
SENIOR ASSISTANT CITY ATTORNEY $121.24$1

10.45 $127.30$1

15.98 $133.67$1

21.77 $140.36$1

27.86 $147.37$1

34.26 SENIOR BUSINESS SYSTEMS ANALYST $76.25 $80.06 $84.06 $88.27 $92.68 SENIOR CIVIL ENGINEER $86.15 $90.46 $94.98 $99.73 $104.72 SENIOR MANAGEMENT ANALYST $66.84 $70.18 $73.69 $77.38 $81.25 SENIOR PUBLIC WORKS PROJECT MGR $79.18 $83.14 $87.30 $91.66 $96.25 SERVICE CENTER SUPERINTENDENT $81.28 $85.34 $89.61 $94.09 $98.79 SPECIAL PROJECT EXECUTIVE $121.24 $127.30 $133.67 $140.36 $147.37 TRANSPORTATION MANAGER $91.72 $96.31 $101.13 $106.18 $111.49 WEB SPECIALIST $55.61 $58.39 $61.31 $64.38 $67.60
Year 3 - Salary Effective First Full Pay Period in July 2027 Classification Step1 Step2 Step3 Step4 Step5
ACCOUNTANT I $51.91 $54.51 $57.23 $60.10 $63.10
ACCOUNTANT II $57.23 $60.09 $63.09 $66.25 $69.56
ACCOUNTING TECHNICIAN $51.49 $54.06 $56.77 $59.61 $62.59 ADMINISTRATIVE ASSISTANT $45.28 $47.55 $49.93 $52.42 $55.04 ASSISTANT CITY ATTORNEY $103.41 $108.58 $114.01 $119.71 $125.70 ASSISTANT DIRECTOR COMM DEV $101.15 $106.21 $111.52 $117.09 $122.95 ASSISTANT TO THE CITY MANAGER $83.19 $87.35 $91.72 $96.30 $101.12 ASST DIR PUBLIC WORKS ENG $105.23 $110.49 $116.01 $121.82 $127.91 ASST DIR RECREATION COMM SVCS $101.15 $106.21 $111.52 $117.09 $122.95 1042
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BUDGET MANAGER $94.58 $99.31 $104.27 $109.49 $114.96
BUILDING OFFICIAL $95.06 $99.81 $104.80 $110.04 $115.54 BUSINESS SYSTEMS ANALYST $73.40 $77.07 $80.92 $84.97 $89.21 CAPITAL IMPV PROGRAM MGR $94.48 $99.20 $104.16 $109.37 $114.84 CHIEF TECHNOLOGY OFFICER $124.88 $131.12 $137.68 $144.57 $151.79 CITY CLERK $84.36 $88.57 $93.00 $97.65 $102.54
CITY ENGINEER $105.23 $110.49 $116.01 $121.82 $127.91
CODE ENFORCEMENT SUPERVISOR $82.23 $86.35 $90.66 $95.20 $99.96 COMMS AND MARKETING COORDINATOR $68.85 $72.29 $75.91 $79.70 $83.69 COMMUNITY RELATIONS COORDINATOR $52.20 $54.81 $57.55 $60.43 $63.45 DEPARTMENT HEAD $124.88 $131.12 $137.68 $144.57 $151.79 DEPUTY BUILDING OFFICIAL $82.23 $86.35 $90.66 $95.20 $99.96 DEPUTY CITY ATTORNEY $74.41 $78.13 $82.04 $86.14 $90.44 DEPUTY CITY CLERK $60.19 $63.20 $66.36 $69.68 $73.17
DEPUTY CITY MANAGER $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF ADMIN SERVICESFINANCE $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF COMM DEVELOPMENT $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF PARKS AND RECREATION $124.88 $131.12 $137.68 $144.57 $151.79 DIRECTOR OF PUBLIC WORKS $128.53 $134.96 $141.70 $148.79 $156.23 ECONOMIC DEVELOPMENT MANAGER $90.80 $95.34 $100.11 $105.12 $110.37 EMERGENCY SERVICES COORDINATOR $73.81 $77.50 $81.38 $85.45 $89.72 ENVIRONMENTAL PROGRAMS MANAGER $94.48 $99.20 $104.16 $109.37 $114.84 EXEC ASST TO CITY MANAGER $53.21 $55.87 $58.66 $61.60 $64.68 EXEC ASST TO THE CITY ATTNY $51.90 $54.51 $57.23 $60.08 $63.10 FINANCE MANAGER $94.58 $99.31 $104.27 $109.49 $114.96
GIS COORDINATOR $54.26 $56.98 $59.83 $62.82 $65.96
GIS PROGRAM MANAGER $93.48 $98.15 $103.06 $108.21 $113.62 HUMAN RESOURCE ANALYST I $62.45 $65.57 $68.85 $72.29 $75.90 HUMAN RESOURCES ANALYST II $68.85 $72.29 $75.90 $79.70 $83.68 HUMAN RESOURCES ASSISTANT $37.60 $39.48 $41.46 $43.53 $45.71 HUMAN RESOURCES MANAGER $94.58 $99.31 $104.27 $109.49 $114.96 HUMAN RESOURCES TECHNICIAN $51.49 $54.06 $56.77 $59.61 $62.59 I.T. ASSISTANT $50.64 $53.17 $55.83 $58.62 $61.55
INNOVATION AND TECHNOLOGY MGR $93.48 $98.15 $103.06 $108.21 $113.62 LEGAL SERVICES MANAGER $53.61 $56.29 $59.10 $62.06 $65.16 MANAGEMENT ANALYST $62.98 $66.13 $69.44 $72.91 $76.56
NETWORK SPECIALIST $64.78 $68.02 $71.42 $74.99 $78.74
PARK RESTORATION IMPV MGR $88.37 $92.78 $97.42 $102.29 $107.41 PERMIT CENTER MANAGER $82.23 $86.35 $90.66 $95.20 $99.96 1043
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PLANNING MANAGER $95.06 $99.81 $104.80 $110.04 $115.54
PUBLIC AFFAIRS MANAGER $81.25 $85.31 $89.58 $94.06 $98.76 PUBLIC INFORMATION OFFICER $81.16 $85.22 $89.48 $93.95 $98.65 PUBLIC WORKS PROJECT MANAGER $77.67 $81.56 $85.64 $89.92 $94.41 PUBLIC WORKS SUPERVISOR $65.47 $68.75 $72.18 $75.79 $79.58 PURCHASING MANAGER $94.58 $99.31 $104.27 $109.49 $114.96 RECREATION MANAGER $66.84 $70.19 $73.69 $77.38 $81.25
RECREATION SUPERVISOR $60.63 $63.66 $66.84 $70.19 $73.69 SENIOR ACCOUNTANT $66.25 $69.57 $73.05 $76.70 $80.53
SENIOR ASSISTANT CITY ATTORNEY $124.88$1

13.77 $131.12$1

19.45 $137.68$1

25.43 $144.57$1

31.70 $151.79$1

38.28 SENIOR BUSINESS SYSTEMS ANALYST $78.53 $82.46 $86.58 $90.91 $95.46 SENIOR CIVIL ENGINEER $88.74 $93.17 $97.83 $102.72 $107.86 SENIOR MANAGEMENT ANALYST $68.85 $72.29 $75.91 $79.70 $83.69 SENIOR PUBLIC WORKS PROJECT MGR $81.56 $85.64 $89.92 $94.41 $99.13 SERVICE CENTER SUPERINTENDENT $83.72 $87.90 $92.30 $96.91 $101.76 SPECIAL PROJECT EXECUTIVE $124.88 $131.12 $137.68 $144.57 $151.79 TRANSPORTATION MANAGER $94.48 $99.20 $104.16 $109.37 $114.84 WEB SPECIALIST $57.28 $60.14 $63.15 $66.31 $69.62
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CITY OF CUPERTINO
Agenda Item
25-14490 Agenda Date: 5/19/2026
Agenda #: 20.

Subject: Annual Review and Acceptance of Other Post-Employment Benefits (OPEB) and Pension Trust Investment Policies
A. Adopt Resolution No. 26-062 for the OPEB Trust Investment Policy; and B. Adopt Resolution No. 26-063 for the Pension Trust Investment Policy CITY OF CUPERTINO Page 1 of 1 Printed on 5/13/2026
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CITY COUNCIL STAFF REPORT
Meeting: May 19, 2026
Subject
Annual Review and Acceptance of Other Post-Employment Benefits (OPEB) and Pension Trust Investment Policies
Recommended Action
A. Adopt Resolution No. 26-XXX accepting the City Investment Policy for OPEB; and
B. Adopt Resolution No. 26-XXX accepting the City Investment Policy for the Pension Trust Investment Policies
Discussion
Background
In Fiscal Year (FY) 2009-10, the City established a Section 115 Trust to help fund its retiree health obligations, also known as OPEB. In FY 2017-18, the City also established a Section 115 Trust to pre-fund its pension obligations and reduce the potential impact of pension cost volatility on the City's operating budget.

OPEB and Pension Trusts
Section 115 Trust Overview
A Section 115 Trust is a tax-exempt investment tool that allows local governments to prefund pension and retiree health costs. The benefits of a Section 115 Trust include the following:
• Local control over assets: The City controls the contributions, withdrawals, investment strategy, and risk level of assets in the Trust. • Potential for higher investment returns than General Fund: Investment requirements that apply to the City's General Fund assets under Government Code 53601 are not applicable to Trust assets.
• Pension rate stabilization: Assets can be transferred to CalPERS at the City's discretion to pay for Normal Cost or Unfunded Accrued Liability (UAL) contributions and can be used to reduce or eliminate large fluctuations in the City's pension costs.
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2 • Diversification: Trust assets will be diversified from CalPERS investments.

OPEB Trust Overview
In FY 2009-10, the City established a Section 115 Trust to help fund its retiree health obligations, also known as OPEB. Compared to a pay-as-you-go plan, the OPEB Trust allows the City to:
• Grow assets to pay future OPEB benefits.
• Earn higher returns than the General Fund.
• Reduce its total cost for providing post-employment benefits. • Reduce its Net OPEB Liability.

In July 2010, the City contributed $7.0 million in initial funding. With additional contributions of $12.3 million, total contributions to date are $19.3 million.

As of June 30, 2025, the City's OPEB Trust had a market value of $42.7 million and had earned an annualized investment return of 7.68% gross of fees since inception.

Time Period Annualized Investment Return
1 Year 12.80%
5 Year 8.93%
Since Inception 7.68%
1-Year investment returns were impacted by financial market volatility due to heightened geopolitical risk, supply chain bottlenecks and persistent inflation, and the Federal Reserve’s pivot to a less accommodative monetary policy.

As of the June 30, 2025, measurement date, using a 6.5% discount rate, the City’s OPEB plan had an accrued liability of $41.5 million and a market value of assets of $42.7 million, resulting in a net asset of $1.3 million and a funded ratio of 103.0%. Compared to June 30, 2024, the unfunded accrued liability became a net asset, primarily due to favorable market conditions.

June 30, 2023* June 30, 2024* June 30, 2025*
Accrued Liability 35,290,000 40,389,000 41,472,000
Market Value of Assets 34,708,000 38,013,000 42,734,000 Unfunded Accrued Liability 582,000 2,376,000 (1,262,000) Funded Ratio 98.4% 94.1% 103.0%
*Amounts provided from Actuarial Report, as opposed to PARS provided. 1047
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3 Pension Trust Overview
Since pension obligations are one of the City's largest financial obligations, the City has taken proactive steps to reduce the impacts of pension cost volatility. In March 2018, the City provided options to Council to address rising pension costs. In April 2018, the City presented a long-term pension funding strategy to the Fiscal Strategic Plan Committee. In May 2018, the City adopted a Section 115 Trust, also known as a Pension Rate Stabilization Program (PRSP), to reduce pension rate volatility on the City's budget. The Pension Trust helps the City to:
• Grow assets for future pension contributions.
• Invest assets over appropriate time horizons.
• Earn higher investment returns than the General Fund. • Reduce pension contribution volatility.
• Diversify funds from CalPERS investments.

As a fiscal sustainability measure, the City funds the Pension Trust using a more conservative discount rate of 6.25%. The City's pension funding goal is to accumulate sufficient funds in the Pension Trust to fund the difference between a 6.25% and a 7% discount rate and achieve a funded status of 80% by FY 2036-37, 20 years from the adoption of the Pension Trust. The City's projections indicated that it would need to accumulate over $42 million in the Pension Trust within 20 years to achieve its pension funding goal.

As a result, the funding strategy proposed $8.0 million in initial funding, along with additional funding of $10.0 million over the first five years. To date, the City has contributed $16.0 million, including:
• $8.0 million in FY 2018-19
• $4.0 million in FY 2019-20
• $2.0 million in FY 2020-21
• $2.0 million in FY 2021-22
As of June 30, 2025, the City's Pension Trust had a market value of $24.3 million, a yearover-year increase of $2.7 million, and had earned an annualized investment return of

8.03% gross of fees since inception.

Time Period Annualized Investment Return
1 Year
5 Year

12.64%

8.86%
Since Inception 8.03%
Driven by favorable market performance, the Trust achieved a 12.64% return over the past year. Five-year and since-inception returns remain strong at 8.86% and 8.03%, respectively, underscoring the City’s long-term strategy to promote pension funding 1048
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4 stability.

OPEB and Pension Trust Investment Policies
The Audit Committee is responsible for reviewing the OPEB and Pension Trust investment policies annually, appointing investment managers, and monitoring investment performance. The City Council is responsible for annually adopting the OPEB and Pension Trust investment policies.

It is not expected that the OPEB and Pension Trust investment policies will change frequently. Short-term changes in the financial markets should not require adjustments to the policies.

The Audit Committee last reviewed the policies on October 31, 2024, with City Council adopting the policies on December 3, 2024.

On January 26, 2026, the Audit Committee reviewed the proposed updates to the OPEB and Pension Trust Investment Policies and recommended forwarding one policy option to City Council that: (1) incorporates soft Environmental, Social, and Governance (ESG) language acknowledging consideration of ESG-related factors while emphasizing fiduciary responsibility to the trusts; (2) further clarifies fiduciary responsibilities within the policies; (3) retains Global Infrastructure as an asset class while adjusting its target allocation range to 0%, with future adjustments subject to Council consideration; and (4) returns to City Council for discussion rather than placement on the consent calendar. The proposed OPEB Trust Investment Policy and Pension Trust Investment Policy are included as Attachments A and C, respectively. Draft resolutions adopting the policies are included as Attachments E and F.

Public Agency Retirement Services (PARS) is the City’s Trust Administrator and PFM Asset Management is the City’s Investment Manager for the Pension and OPEB Trusts.

The Investment Manager manages the investments per the investment policies. Within the constraints imposed by these policies, Investment Managers are expected to comply with all applicable fiduciary and due diligence requirements under the “prudent investor” rules.

OPEB and Pension Trust Investment Objectives
The OPEB Trust has a “Balanced” investment objective with a target rate of return of

6.50%, and the Pension Trust has a “Balanced” investment objective with a target rate of return of 6.25%. The “Balanced” investment objective is designed to provide a moderate amount of current income with moderate growth of capital. Investors should have sufficient tolerance for price and return volatility and substantial periodic declines in investment value. This objective is recommended for investors with a long-term time horizon.
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5 As part of ongoing efforts to align with evolving industry best practices and enhance portfolio diversification, Global Infrastructure continues to be included as a permitted asset class due to its inflation-hedging characteristics, stable cash flows, and historically low correlation to traditional equities and fixed income assets. Consistent with Audit Committee direction, the strategic allocation range for Global Infrastructure has been updated to 0%, while retaining the asset class within the policy to preserve flexibility for future Council consideration.

The strategic asset allocation ranges and tactical targets for this objective are listed below:

Asset Class Range Target
Fixed Income 20-40% 30%
Equities 50-70% 64%
Real Estate 0-10% 5%
Global Infrastructure 0-10% 0%
Commodities 0-10% 0%
Cash 0-10% 1%
The target rates of return are based on the long-term expected rate of return for assets in the trusts and the City's time horizon for the investments.

With strong reserves and a fully funded OPEB plan, the City can maintain a long-term investment horizon with a “balanced” investment objective. There may be periods of substantial decline in investment value, and the portfolio should expect periodic volatility. However, a 6.56% return on investment is expected over the long-term, based on the current investment objective. More conservative investment objectives such as “moderate” and “moderate-conservative” would expect less volatility and declines in investment value; however, over the long term, they would also expect lower returns.

Many agencies anticipate needing to access the funds in their respective trusts sooner and invest with more emphasis on preserving capital in the near term.

The OPEB Trust has a higher discount rate than the Pension Trust because OPEB investments are expected to have a longer time horizon. OPEB obligations are generally longer in duration, and the City expects to withdraw Pension Trust funds earlier to fund CalPERS contributions. Given that changes to the CalPERS discount rate have larger effects on the City's operating budget and are farther out of the City's control, it is important that the City be able to use the Trust to pay CalPERS contributions as needed.

Sustainability Impact
There is no sustainability impact.

Fiscal Impact
There is no direct fiscal impact at this time.
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6 City Work Program (CWP) Item/Description
None
Council Goal:

None
California Environmental Quality Act
No California Environmental Quality Act impact.
_____________________________________
Prepared by: Jonathan Orozco, Acting Director of Administrative Services and City Approved for Submission by: Tina Kapoor, City Manager
Attachments:

A – OPEB Trust Investment Policy (clean)
B – OPEB Trust Investment Policy (redline)
C – Pension Trust Investment Policy (clean)
D – Pension Trust Investment Policy (redline)
E – OPEB Trust Investment Policy Draft Resolution
F - Pension Trust Investment Policy Draft Resolution
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Other PostEmployment Benefits
(OPEB) Investment
Policy
Citywide Policy Manual
Attachments: N/A
Effective Date:

May 19, 2026
Responsible Department:

Administrative Services
Related Policies & Notes:

City Investment Policy, Pension Investment Policy
Overview
In response to the Government Accounting Standards Board (GASB) Statement No. 45, replaced by GASB Statement No. 74 and GASB Statement No. 75, new disclosure requirements for Other Post‐employment Benefit (OPEB) Plans, the City of Cupertino has adopted a Section 115 Trust and Plan that seeks to satisfy these liabilities for certain eligible employees
Executive Summary
Account Name:       City of Cupertino OPEB Trust
Account Number:     6746035000
Investment Authority:     Full Investment Authority
Current Assets:     $45.1 million (September 2025)
Time Horizon:      Long‐Term
Target Rate of Return:     6.5%
Communication Schedule: Meetings will be conducted at least quarterly U.S. Bank Portfolio Manager:   Dennis Mullins
[email protected]
513‐304‐0398
U.S. Bank Relationship Manager: Ryan Maxey
[email protected]
503‐464‐3789
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Investment Objective: ‘Balanced’
This investment objective is designed to provide a moderate amount of current income with moderate growth of capital.Investors should have sufficient tolerance for price and return volatility and substantial periodic declines in investment value. This objective is recommended forinvestors with a long‐term time horizon.

The strategic asset allocation ranges and tactical targets for this objective are listed below:

Investment Guidelines
Overview
This document defines the investment policy, guidelines and performance objectives applicable to the assets of The City of Cupertino’s OPEB Trust. The goal of this Policy is to create an investment framework within which the assets can be actively yet prudently managed.

The purpose of this document is threefold.
 First, it will set forth an investment structure for managing the Portfolio assets. This structure is expected to produce an appropriate level of overall diversification and total investment return over the investment time horizon.  Second, it will serve as to encourage effective communications between the organization and parties involved with investment management decisions.  Third, these guidelines will provide a framework to measure ongoing investment performance.

Within the constraints imposed by these policies, Investment Managers are expected to comply with all applicable fiduciary and due diligence requirements under the “prudent investor” rules, which state:   “Investments shall be made with judgment and care, under circumstances then prevailing, which persons of prudence, discretion and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived.”  All applicable laws, rules and regulations from various local, state, federal and international political entities that may impact the Portfolio are to be adhered to.

Asset Class Range
Benchmark
Target
Fixed Income 20‐40% 30%
Equities 50‐70% 64%
Real Estate 0‐10%     5%
Global Infrastructure 0‐10% 0%
Commodities 0‐10% 0%
Cash 0‐10% 1%
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All investment decisions shall be made in accordance with the fiduciary duty to act prudently and solely in the best financial interests of the Trusts and their beneficiaries. Investment decisions shall prioritize the preservation and long‐term growth of Trust assets while balancing risk, diversification, liquidity needs, and long‐term funding objectives.

Environmental, Social, and Governance (ESG) factors may be considered as part of the overall investment evaluation process when determined to be consistent with the City’s fiduciary obligations and long‐term investment objectives. Consideration of ESG‐related factors shall not supersede the fiduciary duty to act prudently and in the best financial interests of the Trusts.

Diversification
Your Portfolio Manager is responsible for maintaining the balance between the various asset classes based on the investment objective’s strategic asset allocation. As a general policy, the Investment Manager will maintain reasonable diversification at all times by asset class, credit quality, issuer, sector, industry, and country.

The following parameters shall be adhered to in managing the portfolio:

Fixed Income Assets
 The fixed income investments are to maintain intermediate‐term average weighted duration, between three‐seven years.
 At the time of purchase, no single fixed income issuer shall exceed 2% of the total market value of the Portfolio, with the exception of U.S. Treasury or Agency obligations.  The direct high‐yield portion shall constitute no more than 10% of the total market value of the Portfolio.
 Hedged fixed income positions shall constitute no more than 10% of the total market value of the Portfolio.

Equity & Growth Assets
 The domestic equity investments are expected to be diversified at all times by size, industry, sector, and style (Large Cap, Mid Cap, and Small Cap).  At the time of purchase, no individual equity security shall exceed 2% of the total market value of the Portfolio.
 The real estate investments shall be captured through the use of diversified mutual funds or ETFs investing in REITs; and shall constitute no more than 15% of the total market value of the Portfolio.
 The commodities investments shall be captured through the use of diversified mutual funds or ETFs; and shall constitute no more than 10% of the total market value of the Portfolio.
 Hedged equity positions shall constitute no more than 10% of the total market value of the Portfolio
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Permitted Asset Classes and Security Types
Fixed Income & Cash Equivalent Investments:
 Domestic Certificates of Deposit (rated A‐1/P‐1 or better)  Domestic Commercial Paper (rated A‐1/P‐1 or better)
 Floating Rate Notes
 Money Market Mutual Funds
 U.S. Treasury Bonds, Bills and Notes
 U.S. Agency (and Instrumentality) Discount Notes, Notes, and Bonds  Treasury Inflation‐Protected Securities (TIPS)
 Municipal Bonds and Notes
 Corporate Bonds
 Mortgage‐Backed Bonds (MBS)
 Asset‐Backed Bonds (ABS)
 High‐Yield Bonds (rated B‐/B3 or better)
 Dollar denominated Foreign Bonds and Notes
 Bond Mutual Funds
Equity Investments:
 Common & Preferred Stocks
 American Depository Receipts (ADRs)
 Domestic and International Equity Mutual Funds (Open and Closed)  Emerging Market Equity Funds or Exchange Traded Funds (ETFs) Alternative Investments:
 Commodities Mutual Funds or Exchange Traded Notes (ETNs)  REIT Investment or Pooled Strategy or Fund of REITs
 Registered Hedge Funds or Hedge Fund of Funds
 Global Infrastructure Mutual Funds or Exchange Traded Funds Prohibited Asset Classes and Transactions
The Investment Manager is prohibited from purchasing or holding any of the following types of investments:
 Partnerships unless investing in Master Limited Partnerships invested in a mutual fund and limited in scope and allocation of Portfolio based on asset class limitations of table above
 Letter stock and other unregistered securities; physical commodities or other commodity contracts; and short sales or margin transactions
 Investments in the equity securities of any company with a record of less than three years continuous operation, including the operation of any predecessor  Investments for the purpose of exercising control of management  Direct or indirect exposure to cryptocurrencies
 Leveraged securities, other than registered Hedged Equity and Hedged Fixed Income positions
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Duties and Responsibilities
1) CITY OF CUPERTINO AUDIT COMMITTEE
a) Establish, approve, and maintain investment objectives, guidelines, and policies (including this Policy).
b) Appoint Investment Managers who can be reasonably expected to adhere to the investment guidelines and meet the investment objectives as established. c) Monitor the investment performance of the Portfolio and compare actual investment performance relative to an appropriate benchmark index given the stated investment guidelines and objectives set forth in this Policy.
d) Conduct a formal review of the Portfolio’s asset allocation, investment structure and performance annually or more frequently as the need arises. e) Periodically review the Portfolio performance against objectives. 2) CITY OF CUPERTINO CITY COUNCIL
a) Adopt the Policy by resolution of the City Council on an annual basis. 3) PORTFOLIO MANAGER
The Portfolio Manager will be responsible for carrying out the activities related to the Portfolio in accordance with the Policy including:
a) Manage the day‐to‐day investment of Portfolio assets in accordance with the Policy guidelines and objectives included herein.
b) Exercise full investment discretion and prudence in the selection and diversification of investments.
c) Promptly bring to the attention of the City Treasurer or designee any investment that is subsequently downgraded and fails to meet the quality guidelines, along with a recommendation of retention or disposal.
d) Provide on a quarterly basis the following investment reporting:
(i) Year‐to‐date rate of return
(ii) Annualized one, three, five, etc. rates of return
e) Provide annually to the City’s Audit Committee a commentary and analysis of investment performance to include an evaluation of the current and future investment environment and potential impact of the investment environment on achievement of investment objectives.

Investment Policy Statement Review
The City’s Audit Committee will review and the Cupertino City Council will adopt this Investment Policy Statement at least annually to determine whether stated investment objectives are still relevant and the continued feasibility of achieving the same.  It is not expected that the Policy will change frequently.  In particular, short‐term changes in the financial markets should not require adjustments to the Policy.
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If at any time the Portfolio Managerfinds the above guidelines too restrictive or possibly injurious to investmentreturns, they should communicate that information immediately to the City’s Audit Committee.

Revisions: 6.5.2018, 11.19.2019, 11.17.2020, 12.7.2021, 12.06.2022, 12.05.2023, 12.03.2024, 05.19.2026 City Manager’s signature: _______________________________ Date: _______________________________
Director of Administrative Services’ signature: _______________________________ Date: _______________________________
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Other PostEmployment Benefits
(OPEB) Investment
Policy
Citywide Policy Manual
Attachments: N/A
Effective Date:

May 19, 2026 November 19, 2024
Responsible Department:

Administrative Services
Related Policies & Notes:

City Investment Policy, Pension Investment Policy
Overview
In response to the Government Accounting Standards Board (GASB) Statement No. 45, replaced by GASB Statement No. 74 and GASB Statement No. 75, new disclosure requirements for Other Post-employment Benefit (OPEB) Plans, the City of Cupertino has adopted a Section 115 Trust and Plan that seeks to satisfy these liabilities for certain eligible employees
Executive Summary
Account Name: City of Cupertino OPEB Trust
Account Number: 6746035000
Investment Authority: Full Investment Authority
Current Assets: $45.1 40.7 million (September 20252024) Time Horizon: Long-Term
Target Rate of Return: 6.5%
Communication Schedule: Meetings will be conducted at least quarterly U.S. Bank Portfolio Manager: Dennis Mullins
[email protected]
513-304-0398
U.S. Bank Relationship Manager: Ryan Maxey
[email protected]
503-464-3789
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Investment Objective: ‘Balanced’
This investment objective is designed to provide a moderate amount of current income with moderate growth of capital. Investors should have sufficient tolerance for price and return volatility and substantial periodic declines in investment value. This objective is recommended for investors with a long-term time horizon.

The strategic asset allocation ranges and tactical targets for this objective are listed below:

Investment Guidelines
Overview
This document defines the investment policy, guidelines and performance objectives applicable to the assets of The City of Cupertino’s OPEB Trust. The goal of this Policy is to create an investment framework within which the assets can be actively yet prudently managed.

The purpose of this document is threefold.
 First, it will set forth an investment structure for managing the Portfolio assets. This structure is expected to produce an appropriate level of overall diversification and total investment return over the investment time horizon.  Second, it will serve as to encourage effective communications between the organization and parties involved with investment management decisions.  Third, these guidelines will provide a framework to measure ongoing investment performance.

Within the constraints imposed by these policies, Investment Managers are expected to comply with all applicable fiduciary and due diligence requirements under the “prudent investor” rules, which state: “Investments shall be made with judgment and care, under circumstances then prevailing, which persons of prudence, discretion and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived.” All applicable laws, rules and regulations from various local, state, federal and international political entities that may impact the Portfolio are to be adhered to.

Asset Class Range
Benchmark
Target
Fixed Income 20-40% 30% 29%
Equities 50-70% 64% 63%
Real Estate 0-10% 15% 5% 2.5%
Global Infrastructure 0-10% 0% 3.5%
Commodities 0-10% 0% 2%
Cash 0-10% 1%
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All investment decisions shall be made in accordance with the fiduciary duty to act prudently and solely in the best financial interests of the Trusts and their beneficiaries. Investment decisions shall prioritize the preservation and long-term growth of Trust assets while balancing risk, diversification, liquidity needs, and long-term funding objectives.

Environmental, Social, and Governance (ESG) factors may be considered as part of the overall investment evaluation process when determined to be consistent with the City’s fiduciary obligations and long-term investment objectives. Consideration of ESG-related factors shall not supersede the fiduciary duty to act prudently and in the best financial interests of the Trusts.

Diversification
Your Portfolio Manager is responsible for maintaining the balance between the various asset classes based on the investment objective’s strategic asset allocation. As a general policy, the Investment Manager will maintain reasonable diversification at all times by asset class, credit quality, issuer, sector, industry, and country.

The following parameters shall be adhered to in managing the portfolio:

Fixed Income Assets
• The fixed income investments are to maintain intermediate-term average weighted duration, between three-seven years.
• At the time of purchase, no single fixed income issuer shall exceed 2% of the total market value of the Portfolio, with the exception of U.S. Treasury or Agency obligations. • The direct high-yield portion shall constitute no more than 10% of the total market value of the Portfolio.
• Hedged fixed income positions shall constitute no more than 10% of the total market value of the Portfolio.

Equity & Growth Assets
• The domestic equity investments are expected to be diversified at all times by size, industry, sector, and style (Large Cap, Mid Cap, and Small Cap). • At the time of purchase, no individual equity security shall exceed 2% of the total market value of the Portfolio.
• The real estate investments shall be captured through the use of diversified mutual funds or ETFs investing in REITs; and shall constitute no more than 15% of the total market value of the Portfolio.
• The commodities investments shall be captured through the use of diversified mutual funds or ETFs; and shall constitute no more than 10% of the total market value of the Portfolio.
• Hedged equity positions shall constitute no more than 10% of the total market value of the Portfolio
Permitted Asset Classes and Security Types
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Fixed Income & Cash Equivalent Investments:
 Domestic Certificates of Deposit (rated A-1/P-1 or better)  Domestic Commercial Paper (rated A-1/P-1 or better)
 Floating Rate Notes
 Money Market Mutual Funds
 U.S. Treasury Bonds, Bills and Notes
 U.S. Agency (and Instrumentality) Discount Notes, Notes, and Bonds  Treasury Inflation-Protected Securities (TIPS)
 Municipal Bonds and Notes
 Corporate Bonds
 Mortgage-Backed Bonds (MBS)
 Asset-Backed Bonds (ABS)
 High-Yield Bonds (rated B-/B3 or better)
 Dollar denominated Foreign Bonds and Notes
 Bond Mutual Funds
Equity Investments:
 Common & Preferred Stocks
 American Depository Receipts (ADRs)
 Domestic and International Equity Mutual Funds (Open and Closed)  Emerging Market Equity Funds or Exchange Traded Funds (ETFs) Alternative Investments:
 Commodities Mutual Funds or Exchange Traded Notes (ETNs)  REIT Investment or Pooled Strategy or Fund of REITs
 Registered Hedge Funds or Hedge Fund of Funds
 Global Infrastructure Mutual Funds or Exchange Traded Funds Prohibited Asset Classes and Transactions
The Investment Manager is prohibited from purchasing or holding any of the following types of investments:
 Partnerships unless investing in Master Limited Partnerships invested in a mutual fund and limited in scope and allocation of Portfolio based on asset class limitations of table above
 Letter stock and other unregistered securities; physical commodities or other commodity contracts; and short sales or margin transactions
 Investments in the equity securities of any company with a record of less than three years continuous operation, including the operation of any predecessor  Investments for the purpose of exercising control of management  Direct or indirect exposure to cryptocurrencies
 Leveraged securities, other than registered Hedged Equity and Hedged Fixed Income positions
Duties and Responsibilities
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1) CITY OF CUPERTINO AUDIT COMMITTEE
a) Establish, approve, and maintain investment objectives, guidelines, and policies (including this Policy).
b) Appoint Investment Managers who can be reasonably expected to adhere to the investment guidelines and meet the investment objectives as established. c) Monitor the investment performance of the Portfolio and compare actual investment performance relative to an appropriate benchmark index given the stated investment guidelines and objectives set forth in this Policy.
d) Conduct a formal review of the Portfolio’s asset allocation, investment structure and performance annually or more frequently as the need arises. e) Periodically review the Portfolio performance against objectives. 2) CITY OF CUPERTINO CITY COUNCIL
a) Adopt the Policy by resolution of the City Council on an annual basis. 3) PORTFOLIO MANAGER
The Portfolio Manager will be responsible for carrying out the activities related to the Portfolio in accordance with the Policy including:
a) Manage the day-to-day investment of Portfolio assets in accordance with the Policy guidelines and objectives included herein.
b) Exercise full investment discretion and prudence in the selection and diversification of investments.
c) Promptly bring to the attention of the City Treasurer or designee any investment that is subsequently downgraded and fails to meet the quality guidelines, along with a recommendation of retention or disposal.
d) Provide on a quarterly basis the following investment reporting:
(i) Year-to-date rate of return
(ii) Annualized one, three, five, etc. rates of return
e) Provide annually to the City’s Audit Committee a commentary and analysis of investment performance to include an evaluation of the current and future investment environment and potential impact of the investment environment on achievement of investment objectives.

Investment Policy Statement Review
The City’s Audit Committee will review and the Cupertino City Council will adopt this Investment Policy Statement at least annually to determine whether stated investment objectives are still relevant and the continued feasibility of achieving the same. It is not expected that the Policy will change frequently. In particular, short-term changes in the financial markets should not require adjustments to the Policy.
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If at any time the Portfolio Manager finds the above guidelines too restrictive or possibly injurious to investment returns, they should communicate that information immediately to the City’s Audit Committee.

Revisions: 6.5.2018, 11.19.2019, 11.17.2020, 12.7.2021, 12.06.2022, 12.05.2023, 12.03.2024, 05.19.2026 City Manager’s signature: _______________________________ Date: _______________________________
Director of Administrative Services’ signature: _______________________________ Date: _______________________________
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Pension Trust
Investment Policy
Citywide Policy Manual
Attachments: N/A
Effective Date:

May 19, 2026
Responsible Department:

Administrative Services
Related Policies & Notes:

N/A
Investment Policy Statement
Overview
The City has established a Section 115 Trust with PARS to assist in stabilizing the potential impact of pension cost volatility on the City’s operating budget. The City intends to use the Section 115 Trust to pre-fund pension costs and proactively address the unfunded liability. The City’s goal is to have sufficient assets in the trust to increase the funded status to over 80% within 20 years, as well as fund the difference between a 7.0% and 6.25% discount rate.

Executive Summary
Account Name: City of Cupertino Pension Trust
Account Number: 6746050100
Investment Authority: Full Investment Authority
Current Assets: $25.6 Million (September 2025 )
Time Horizon: Long-Term
Target Rate of Return: 6.25%
Communication Schedule: Meetings will be conducted at least quarterly U.S. Bank Portfolio Manager: Dennis Mullins
[email protected]
513-304-0398
U.S. Bank Relationship Manager: Ryan Maxey
[email protected]
503-464-3789
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Investment Objective: ‘Balanced’
This investment objective is designed to provide a moderate amount of current income with moderate growth of capital. Investors should have sufficient tolerance for price and return volatility and substantial periodic declines in investment value. This objective is recommended for investors with a long-term time horizon.

The strategic asset allocation ranges and tactical targets for this objective are listed below:

Investment Guidelines
Overview
This document defines the investment policy, guidelines and performance objectives applicable to the assets of The City of Cupertino’s Pension Trust. The goal of this Policy is to create an investment framework within which the assets can be actively yet prudently managed.

The purpose of this document is threefold.
 First, it will set forth an investment structure for managing the Portfolio assets. This structure is expected to produce an appropriate level of overall diversification and total investment return over the investment time horizon.  Second, it will serve as to encourage effective communications between the organization and parties involved with investment management decisions.  Third, these guidelines will provide a framework to measure ongoing investment performance.

Within the constraints imposed by these policies, Investment Managers are expected to comply with all applicable fiduciary and due diligence requirements under the “prudent investor” rules, which state: “Investments shall be made with judgment and care, under circumstances then prevailing, which persons of prudence, discretion and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived.” All applicable laws, rules and regulations from various local, state, federal and international political entities that may impact the Portfolio are to be adhered to.

Asset Class Range
Benchmark
Target
Fixed Income 20-40% 30%
Equities 50-70% 64%
Real Estate 0-10% 5%
Global Infrastructure 0-10% 0%
Commodities 0-10% 0%
Cash 0-10% 1%
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All investment decisions shall be made in accordance with the fiduciary duty to act prudently and solely in the best financial interests of the Trusts and their beneficiaries. Investment decisions shall prioritize the preservation and long-term growth of Trust assets while balancing risk, diversification, liquidity needs, and long-term funding objectives.

Environmental, Social, and Governance (ESG) factors may be considered as part of the overall investment evaluation process when determined to be consistent with the City’s fiduciary obligations and long-term investment objectives. Consideration of ESG-related factors shall not supersede the fiduciary duty to act prudently and in the best financial interests of the Trusts.

Diversification
Your Portfolio Manager is responsible for maintaining the balance between the various asset classes based on the investment objective’s strategic asset allocation. As a general policy, the Investment Manager will maintain reasonable diversification at all times by asset class, credit quality, issuer, sector, industry, and country.

The following parameters shall be adhered to in managing the portfolio:

Fixed Income Assets
• The fixed income investments are to maintain intermediate-term average weighted duration, between three-seven years.
• At the time of purchase, no single fixed income issuer shall exceed 2% of the total market value of the Portfolio, with the exception of U.S. Treasury or Agency obligations. • The direct high-yield portion shall constitute no more than 10% of the total market value of the Portfolio.
• Hedged fixed income positions shall constitute no more than 10% of the total market value of the Portfolio
Equity & Growth Assets
• The domestic equity investments are expected to be diversified at all times by size, industry, sector, and style (Large Cap, Mid Cap, and Small Cap). • At the time of purchase, no individual equity security shall exceed 2% of the total market value of the Portfolio.
• The real estate investments shall be captured through the use of diversified mutual funds or ETFs investing in REITs; and shall constitute no more than 15% of the total market value of the Portfolio.
• The commodities investments shall be captured through the use of diversified mutual funds or ETFs; and shall constitute no more than 10% of the total market value of the Portfolio.
• Hedged equity positions shall constitute no more than 10% of the total market value of the Portfolio
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Permitted Asset Classes and Security Types
Fixed Income & Cash Equivalent Investments:
 Domestic Certificates of Deposit (rated A-1/P-1 or better)  Domestic Commercial Paper (rated A-1/P-1 or better)
 Floating Rate Notes
 Money Market Mutual Funds
 U.S. Treasury Bonds, Bills and Notes
 U.S. Agency (and Instrumentality) Discount Notes, Notes, and Bonds  Treasury Inflation-Protected Securities (TIPS)
 Municipal Bonds and Notes
 Corporate Bonds
 Mortgage-Backed Bonds (MBS)
 Asset-Backed Bonds (ABS)
 High-Yield Bonds (rated B-/B3 or better)
 Dollar denominated Foreign Bonds and Notes
 Bond Mutual Funds
Equity Investments:
 Common & Preferred Stocks
 American Depository Receipts (ADRs)
 Domestic and International Equity Mutual Funds (Open and Closed)  Emerging Market Equity Funds or Exchange Traded Funds (ETFs) Alternative Investments:
 Commodities Mutual Funds or Exchange Traded Notes (ETNs)  REIT Investment or Pooled Strategy or Fund of REITs
 Registered Hedge Funds or Hedge Fund of Funds
 Global Infrastructure Mutual Funds or Exchange Traded Funds Prohibited Asset Classes and Transactions
The Investment Manager is prohibited from purchasing or holding any of the following types of investments:
 Partnerships unless investing in Master Limited Partnerships invested in a mutual fund and limited in scope and allocation of Portfolio based on asset class limitations of table above
 Letter stock and other unregistered securities; physical commodities or other commodity contracts; and short sales or margin transactions
 Investments in the equity securities of any company with a record of less than three years continuous operation, including the operation of any predecessor  Investments for the purpose of exercising control of management  Direct or indirect exposure to cryptocurrencies
 Leveraged securities, other than registered Hedged Equity and Hedged Fixed Income positions
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Duties and Responsibilities
1) CITY OF CUPERTINO AUDIT COMMITTEE
a) Establish, approve, and maintain investment objectives, guidelines, and policies (including this Policy).
b) Appoint Investment Managers who can be reasonably expected to adhere to the investment guidelines and meet the investment objectives as established. c) Monitor the investment performance of the Portfolio and compare actual investment performance relative to an appropriate benchmark index given the stated investment guidelines and objectives set forth in this Policy.
d) Conduct a formal review of the Portfolio’s asset allocation, investment structure and performance annually or more frequently as the need arises. e) Periodically review the Portfolio performance against objectives. 2) CITY OF CUPERTINO CITY COUNCIL
a) Adopt the Policy by resolution of the City Council on an annual basis. 3) PORTFOLIO MANAGER
The Portfolio Manager will be responsible for carrying out the activities related to the Portfolio in accordance with the Policy including:
a) Manage the day-to-day investment of Portfolio assets in accordance with the Policy guidelines and objectives included herein.
b) Exercise full investment discretion and prudence in the selection and diversification of investments.
c) Promptly bring to the attention of the City Treasurer or designee any investment that is subsequently downgraded and fails to meet the quality guidelines, along with a recommendation of retention or disposal.
d) Provide on a quarterly basis the following investment reporting:
(i) Year-to-date rate of return
(ii) Annualized one, three, five, etc. rates of return
e) Provide annually to the City’s Audit Committee a commentary and analysis of investment performance to include an evaluation of the current and future investment environment and potential impact of the investment environment on achievement of investment objectives.

Investment Policy Statement Review
The City’s Audit Committee will review and the Cupertino City Council will adopt this Investment Policy Statement at least annually to determine whether stated investment objectives are still relevant and the continued feasibility of achieving the same. It is not expected that the Policy will change frequently. In particular, short-term changes in the financial markets should not require adjustments to the Policy.
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If at any time the Portfolio Manager finds the above guidelines too restrictive or possibly injurious to investment returns, they should communicate that information immediately to the City’s Audit Committee.

Revisions: 11.19.2019, 11.17.2020, 12.7.2021, 12.06.2022, 12.05.2023, 12.03.2024, 05.19.2026 City Manager’s signature: _______________________________ Date: _______________________________
Director of Administrative Services’ signature: _______________________________ Date: _______________________________
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Pension Trust
Investment Policy
Citywide Policy Manual
Attachments: N/A
Effective Date:

May 19, 2026 November 19, 2024
Responsible Department:

Administrative Services
Related Policies & Notes:

N/A
Investment Policy Statement
Overview
The City has established a Section 115 Trust with PARS to assist in stabilizing the potential impact of pension cost volatility on the City’s operating budget. The City intends to use the Section 115 Trust to pre-fund pension costs and proactively address the unfunded liability. The City’s goal is to have sufficient assets in the trust to increase the funded status to over 80% within 20 years, as well as fund the difference between a 7.0% and 6.25% discount rate.

Executive Summary
Account Name: City of Cupertino Pension Trust
Account Number: 6746050100
Investment Authority: Full Investment Authority
Current Assets: $25.6 23.0 Million (September 20252024) Time Horizon: Long-Term
Target Rate of Return: 6.25%
Communication Schedule: Meetings will be conducted at least quarterly U.S. Bank Portfolio Manager: Dennis Mullins
[email protected]
513-304-0398
U.S. Bank Relationship Manager: Ryan Maxey
[email protected]
503-464-3789
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Investment Objective: ‘Balanced’
This investment objective is designed to provide a moderate amount of current income with moderate growth of capital. Investors should have sufficient tolerance for price and return volatility and substantial periodic declines in investment value. This objective is recommended for investors with a long-term time horizon.

The strategic asset allocation ranges and tactical targets for this objective are listed below:

Investment Guidelines
Overview
This document defines the investment policy, guidelines and performance objectives applicable to the assets of The City of Cupertino’s Pension Trust. The goal of this Policy is to create an investment framework within which the assets can be actively yet prudently managed.

The purpose of this document is threefold.
 First, it will set forth an investment structure for managing the Portfolio assets. This structure is expected to produce an appropriate level of overall diversification and total investment return over the investment time horizon.  Second, it will serve as to encourage effective communications between the organization and parties involved with investment management decisions.  Third, these guidelines will provide a framework to measure ongoing investment performance.

Within the constraints imposed by these policies, Investment Managers are expected to comply with all applicable fiduciary and due diligence requirements under the “prudent investor” rules, which state: “Investments shall be made with judgment and care, under circumstances then prevailing, which persons of prudence, discretion and intelligence exercise in the management of their own affairs, not for speculation, but for investment, considering the probable safety of their capital as well as the probable income to be derived.” All applicable laws, rules and regulations from various local, state, federal and international political entities that may impact the Portfolio are to be adhered to.

Asset Class Range
Benchmark
Target
Fixed Income 20-40% 30% 29%
Equities 50-70% 64% 63%
Real Estate 0-10% 15% 5% 2.5%
Global Infrastructure 0-10% 0% 3.5%
Commodities 0-10% 0% 2%
Cash 0-10% 1%
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All investment decisions shall be made in accordance with the fiduciary duty to act prudently and solely in the best financial interests of the Trusts and their beneficiaries. Investment decisions shall prioritize the preservation and long-term growth of Trust assets while balancing risk, diversification, liquidity needs, and long-term funding objectives.

Environmental, Social, and Governance (ESG) factors may be considered as part of the overall investment evaluation process when determined to be consistent with the City’s fiduciary obligations and long-term investment objectives. Consideration of ESG-related factors shall not supersede the fiduciary duty to act prudently and in the best financial interests of the Trusts.

Diversification
Your Portfolio Manager is responsible for maintaining the balance between the various asset classes based on the investment objective’s strategic asset allocation. As a general policy, the Investment Manager will maintain reasonable diversification at all times by asset class, credit quality, issuer, sector, industry, and country.

The following parameters shall be adhered to in managing the portfolio:

Fixed Income Assets
• The fixed income investments are to maintain intermediate-term average weighted duration, between three-seven years.
• At the time of purchase, no single fixed income issuer shall exceed 2% of the total market value of the Portfolio, with the exception of U.S. Treasury or Agency obligations. • The direct high-yield portion shall constitute no more than 10% of the total market value of the Portfolio.
• Hedged fixed income positions shall constitute no more than 10% of the total market value of the Portfolio
Equity & Growth Assets
• The domestic equity investments are expected to be diversified at all times by size, industry, sector, and style (Large Cap, Mid Cap, and Small Cap). • At the time of purchase, no individual equity security shall exceed 2% of the total market value of the Portfolio.
• The real estate investments shall be captured through the use of diversified mutual funds or ETFs investing in REITs; and shall constitute no more than 15% of the total market value of the Portfolio.
• The commodities investments shall be captured through the use of diversified mutual funds or ETFs; and shall constitute no more than 10% of the total market value of the Portfolio.
• Hedged equity positions shall constitute no more than 10% of the total market value of the Portfolio
Permitted Asset Classes and Security Types
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Fixed Income & Cash Equivalent Investments:
 Domestic Certificates of Deposit (rated A-1/P-1 or better)  Domestic Commercial Paper (rated A-1/P-1 or better)
 Floating Rate Notes
 Money Market Mutual Funds
 U.S. Treasury Bonds, Bills and Notes
 U.S. Agency (and Instrumentality) Discount Notes, Notes, and Bonds  Treasury Inflation-Protected Securities (TIPS)
 Municipal Bonds and Notes
 Corporate Bonds
 Mortgage-Backed Bonds (MBS)
 Asset-Backed Bonds (ABS)
 High-Yield Bonds (rated B-/B3 or better)
 Dollar denominated Foreign Bonds and Notes
 Bond Mutual Funds
Equity Investments:
 Common & Preferred Stocks
 American Depository Receipts (ADRs)
 Domestic and International Equity Mutual Funds (Open and Closed)  Emerging Market Equity Funds or Exchange Traded Funds (ETFs) Alternative Investments:
 Commodities Mutual Funds or Exchange Traded Notes (ETNs)  REIT Investment or Pooled Strategy or Fund of REITs
 Registered Hedge Funds or Hedge Fund of Funds
 Global Infrastructure Mutual Funds or Exchange Traded Funds Prohibited Asset Classes and Transactions
The Investment Manager is prohibited from purchasing or holding any of the following types of investments:
 Partnerships unless investing in Master Limited Partnerships invested in a mutual fund and limited in scope and allocation of Portfolio based on asset class limitations of table above
 Letter stock and other unregistered securities; physical commodities or other commodity contracts; and short sales or margin transactions
 Investments in the equity securities of any company with a record of less than three years continuous operation, including the operation of any predecessor  Investments for the purpose of exercising control of management  Direct or indirect exposure to cryptocurrencies
 Leveraged securities, other than registered Hedged Equity and Hedged Fixed Income positions
Duties and Responsibilities
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1) CITY OF CUPERTINO AUDIT COMMITTEE
a) Establish, approve, and maintain investment objectives, guidelines, and policies (including this Policy).
b) Appoint Investment Managers who can be reasonably expected to adhere to the investment guidelines and meet the investment objectives as established. c) Monitor the investment performance of the Portfolio and compare actual investment performance relative to an appropriate benchmark index given the stated investment guidelines and objectives set forth in this Policy.
d) Conduct a formal review of the Portfolio’s asset allocation, investment structure and performance annually or more frequently as the need arises. e) Periodically review the Portfolio performance against objectives. 2) CITY OF CUPERTINO CITY COUNCIL
a) Adopt the Policy by resolution of the City Council on an annual basis. 3) PORTFOLIO MANAGER
The Portfolio Manager will be responsible for carrying out the activities related to the Portfolio in accordance with the Policy including:
a) Manage the day-to-day investment of Portfolio assets in accordance with the Policy guidelines and objectives included herein.
b) Exercise full investment discretion and prudence in the selection and diversification of investments.
c) Promptly bring to the attention of the City Treasurer or designee any investment that is subsequently downgraded and fails to meet the quality guidelines, along with a recommendation of retention or disposal.
d) Provide on a quarterly basis the following investment reporting:
(i) Year-to-date rate of return
(ii) Annualized one, three, five, etc. rates of return
e) Provide annually to the City’s Audit Committee a commentary and analysis of investment performance to include an evaluation of the current and future investment environment and potential impact of the investment environment on achievement of investment objectives.

Investment Policy Statement Review
The City’s Audit Committee will review and the Cupertino City Council will adopt this Investment Policy Statement at least annually to determine whether stated investment objectives are still relevant and the continued feasibility of achieving the same. It is not expected that the Policy will change frequently. In particular, short-term changes in the financial markets should not require adjustments to the Policy.
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If at any time the Portfolio Manager finds the above guidelines too restrictive or possibly injurious to investment returns, they should communicate that information immediately to the City’s Audit Committee.

Revisions: 11.19.2019, 11.17.2020, 12.7.2021, 12.06.2022, 12.05.2023, 12.03.2024, 05.19.2026 City Manager’s signature: _______________________________ Date: _______________________________
Director of Administrative Services’ signature: _______________________________ Date: _______________________________
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RESOLUTION NO. 26-XXX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO ACCEPTING THE CITY INVESTMENT POLICY FOR THE OTHER POSTEMPLOYMENT BENEFITS TRUST WHEREAS, the City’s Other Post-Employment Benefit Trust, established for sole purpose to benefit the general public, has available funds to invest in accordance with principles of sound treasury management; and
WHEREAS, the City invests funds in accordance with provisions of California Government Code Section 53600; and
WHEREAS, the City’s Audit Committee reviewed and accepted the attached City Investment Policy for the Other Post-Employment Benefits Trust on January 26, 2026.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Cupertino accepts the attached City Investment Policy for the Other Post-Employment Benefits Trust dated May 19, 2026.

BE IT FURTHER RESOLVED that this Resolution is not a project under the requirements of the California Environmental Quality Act, together with related State CEQA Guidelines (collectively, “CEQA”) because it has no potential for resulting in physical change in the environment. In the event that this Resolution is found to be a project under CEQA, it is subject to the CEQA exemption contained in CEQA Guidelines section 15061(b)(3) because it can be seen with certainty to have no possibility that the action approved may have a significant effect on the environment. CEQA applies only to actions which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. In this circumstance, the proposed action to accept the City’s Investment Policy would have no or only a de minimis effect on the environment. The foregoing determination is made by the City Council in its independent judgment.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 19th day of May 2026, by the following vote:
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Vote Members of the City Council
AYES:

NOES:

ABSENT:

ABSTAIN:

SIGNED:
________
Kitty Moore, Mayor
City of Cupertino
________________________
Date
ATTEST:
________________________
Lauren Sapudar, City Clerk
________________________
Date
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RESOLUTION NO. 26-XXX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CUPERTINO

ACCEPTING THE CITY INVESTMENT POLICY FOR THE PENSION TRUST WHEREAS, the City’s Pension Trust, established for sole purpose to benefit the general public, has available funds to invest in accordance with principles of sound treasury management; and
WHEREAS, the City invests funds in accordance with provisions of California Government Code Section 53600; and
WHEREAS, the City’s Audit Committee reviewed and accepted the attached City Investment Policy for the Pension Trust on January 26, 2026.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Cupertino accepts the attached City Investment Policy for the Pension Trust dated May 19, 2026.

BE IT FURTHER RESOLVED that this Resolution is not a project under the requirements of the California Environmental Quality Act, together with related State CEQA Guidelines (collectively, “CEQA”) because it has no potential for resulting in physical change in the environment. In the event that this Resolution is found to be a project under CEQA, it is subject to the CEQA exemption contained in CEQA Guidelines section 15061(b)(3) because it can be seen with certainty to have no possibility that the action approved may have a significant effect on the environment. CEQA applies only to actions which have the potential for causing a significant effect on the environment. Where it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA. In this circumstance, the proposed action to accept the City’s Investment Policy would have no or only a de minimis effect on the environment. The foregoing determination is made by the City Council in its independent judgment.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Cupertino this 19th day of May 2026, by the following vote:
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Vote Members of the City Council
AYES:

NOES:

ABSENT:

ABSTAIN:

SIGNED:
________
Kitty Moore, Mayor
City of Cupertino
________________________
Date
ATTEST:
________________________
Lauren Sapudar, City Clerk
________________________
Date
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CITY OF CUPERTINO
Agenda Item
26-15032 Agenda Date: 5/19/2026
Agenda #: 21.

Subject: Authorization of Below Market Rate (BMR) Housing Administration contract execution Authorize the City Manager to execute the agreement with RISE Housing for Below Market Rate (BMR) Administration services and approve allocation for the contract to be budgeted from the General Fund
CITY OF CUPERTINO Page 1 of 1 Printed on 5/13/2026
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CITY COUNCIL STAFF REPORT
May 19, 2026
Subject
Authorization of Below Market Rate (BMR) Housing Administration contract execution.

Recommended Action
Authorize the City Manager to execute the agreement with RISE Housing for Below Market Rate (BMR) Administration services and approve allocation for the contract to be budgeted from the General Fund.

Executive Summary
The City of Cupertino requires that affordable housing units be provided as a portion of market rate housing projects through the City’s Housing Mitigation Program, which was adopted in 1992. The process of placing low-income households into affordable units, coordinating recertifications and resales, screening applicants and conducting lottery placements, unit advertisement, waitlist management, monitoring program compliance, and providing other necessary support for adequate portfolio management is collectively known as BMR Administration. The City’s current contract for BMR Administration is set to expire on June 30, 2026. A Request for Proposals (RFP) process was initiated throughout FY 25-26 to evaluate and select a consultant for BMR Administration services for the City.

In accordance with City Council direction provided on April 15, 2025, the upcoming contract for BMR Administration is anticipated to be budgeted from the General Fund, rather than the Below Market Rate Affordable Housing Fund (BMR AHF). After a lengthy selection process, staff recommends authorizing the City Manager to execute an agreement with RISE Housing for BMR Administration (Attachment A) and approve allocation for the contract to be budgeted from the General Fund.

Reasons for Recommendation
Through the RFP evaluation process, RISE Housing demonstrated the strongest understanding and preparation of the work expectations for the City’s unique challenges in the upcoming years of BMR administration. RISE Housing scored highest using the RFP scoring criteria and has been chosen to move forward in the RFP process to contract execution. On April 15, 2025, during a public meeting of the City Council, staff received direction to prioritize funding awards in the BMR AHF to affordable housing projects, rather than maintaining reserves for BMR Administration, and to award the next BMR Administration contract from the General Fund. In accordance with this direction, the 1081
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recommended action also includes approving the necessary budget allocation from the General Fund to execute the agreement.

Background
BMR Housing Mitigation Program
The City’s Housing Mitigation Program (BMR Program) was adopted in 1992 to generate affordable housing. The ordinance requires developers to provide a specified number of affordable owner-occupied and rental units. BMR for-sale units are made available to median and moderate-income households. BMR rental units are made available to low and very low-income households. The units are developed in accordance with City Council adopted guidelines, which are available for view on the City’s Housing website (www.cupertino.org/housing) known as the Below Market Rate Housing Mitigation Program Procedural Manual (Housing Mitigation Manual). Separately, administration of the BMR Program is governed by another City Council adopted guideline known as Policy and Procedures Manual for Administering Deed Restricted Affordable Housing Units (BMR Admin Manual) (Attachment B) .

BMR Program Administration
The City has overall responsibility for the BMR Program, even though the administration may be contracted to another agency. The consultant contract was previously funded through the BMR AFH but under recent City Council direction, may be funded by the City General Fund for the foreseeable future. Typical consultant duties include program outreach, waitlist management, certification and eligibility review, resale and refinance coordination, and annual program monitoring and compliance.

The City has contracted with Rise Housing (formerly Hello Housing) for BMR Program Administration since 2017. To ensure that the City’s program remains innovative and follows best practices, staff determined it was appropriate to pursue a Request for Proposal (RFP), included as Attachment C. The City published a public notice in the Cupertino Courier notifying the public of the open RFP inviting qualified consultants to provide proposals to administer the City’s BMR Program. The RFP was sent to contacts in the Santa Clara County affordable housing field, including multiple agencies that have direct experience in BMR Program Administration.

Discussion
RFP Selection Process
The RFP was open for responses between November 3, 2025, until closing on December 3, 2025. Three qualified consultants responded to the RFP with complete applications. The applications were scored by a panel of City staff according to the rubric provided. The scoring criteria included the following categories: Firm and Project Team Qualifications, Work Plan Approach, California/Bay Area Integration, and Pricing/Costs. According to City procurement standards, the criteria related to qualifications and experience were evaluated first and given higher priority in scoring, while cost estimates were evaluated separately afterwards and given less priority. Between the three applications, those that 1082
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scored in the top two were invited to participate in interviews with City staff to further demonstrate their qualifications. Afterwards, one applicant was identified as the frontrunner, which was RISE Housing. On March 26, 2026, staff provided the Housing Commission a presentation of the evaluation process, identified the apparent successful bidder, and received comments. Staff took into consideration the Commission’s comments, conducted final negotiations with RISE Housing, and now brings authorization of contract execution to the City Council.

Final Negotiations
During the March 26, 2026, Housing Commission meeting, Commission members expressed a desire for staff to consider the process improvements suggested by other applicants, and to explore the possibility of implementing them with RISE Housing during final negotiations. Staff studied the possibility of enacting the two suggested process improvements: 1) adding BMR listings to the Bay Area Housing Finance Authority’s central affordable housing listing portal (Doorways) and 2) reducing City costs of BMR home resales by charging an administrative fee to sellers in the program.

Using the Doorways portal would centralize Cupertino listings with other jurisdictions’ BMR programs, which would encourage prospective residents to apply to multiple cities at once, potentially reducing their overall wait time to find a housing unit. It may also provide applicants with a more streamlined and consolidated application experience across participating jurisdictions. It also contains functions that could automate the lottery and priority point system process for the waitlist. Staff from Doorways indicated that in order to maintain uniformity of the application process of units listed on their portal, they can only list units that are able to be actively applied for. The City of Cupertino utilizes a waitlist system that is only open for the month of October, and then a central waitlist is used for all available BMR units throughout the year until the next waitlist update. The City has utilized this type of waitlist system to provide more transparency and fairness in the process. A single annual waitlist update is able to be recorded and shared with the public. A year-round system would require applicants to apply multiple times to be placed: first to qualify for the waitlist and subsequently to individual units as they become available. This may result in additional steps for applicants depending on how a yearround system is structured. In order to be listed on the Doorways portal, the City would first need to revise the waitlist system to have applications open year-round, which would require a separate City Council action. However, a year-round waitlist system would require adding a new work item: purging the list for applicants no longer interested, which may lead to an overall increase in costs depending on system design and staffing approach.

Reducing City costs of BMR home resales by charging an administrative fee to sellers in the program is a successful model that has been implemented in other cities. However, upon study, it was found that moving to this model would be considered approval of a new fee, and not an action that can be implemented within contract approval. Therefore, 1083
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implementation of this item would similarly require a separate City Council action and would also reduce economic windfall for home sellers.

Selection of RISE Housing
Overall, it was found that RISE Housing was most responsive in terms of firm qualifications and a work plan approach that demonstrated a strong understanding of the City of Cupertino’s needs for administration of the BMR program. In the upcoming program years of BMR Administration for the City, the most prominent issue affecting the inventory will be the expiration of affordability covenants of 95 rental units. While this at first glance appears to a reduction on workload, staff expect the workload to shift from unit recertification to negotiations on final leases, assisting tenants with reapplication to the BMR waitlist, and general support to tenants as they search for a new home. Therefore, there may be an actual increase in workload per unit. It is also apparent that RISE Housing had the strongest understanding and preparation of these unique challenges in the upcoming years of BMR administration. They also provided the most complete cost proposal that considered multiple years of services and changes in the BMR portfolio.

Therefore, providing the City a price certainty throughout the contract period. While the other applicants proposed new and innovative process improvements, upon further study, it was found that these changes could not be implementable without first enacting structural revisions to the BMR program and additional costs not factored into the cost proposal. Considering all of the above factors, staff selected RISE Housing to move forward as the City’s BMR Administrator.

Sustainability Impact
No sustainability impact.

Fiscal Impact
An impact of an average of $160,000 per year for the next three upcoming fiscal years (FY26-27, FY 27-28, and FY 28-29) to the General Fund. Administratively, the contract will be charged to general ledger project code 100-72-711 for the General Fund, rather than 265-72-711 in the BMR AHF Fund.

City Work Program (CWP) Item/Description
None.

City Council Goal
Housing.

California Environmental Quality Act
No California Environmental Quality Act impact.
_____________________________________
Prepared by: Nicky Vu, Senior Housing Coordinator
Reviewed by: Luke Connolly, Assistant Director of Community Development Benjamin Fu, Director of Community Development
Floy Andrews, Interim City Attorney
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Approved for Submission by: Tina Kapoor, City Manager
Attachments:

A – Draft RISE Housing FY 2026-29 Agreement
B – Policy and Procedures Manual for Administering Deed Restricted Affordable Housing Units (BMR Admin Manual)
C – 2025 RFP BMR Program Administration
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Exhibit A
Policy and Procedures Manual for Administering Deed Restricted Affordable Housing Units
(Attached)
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Approved by the City Council
June 17, 2025
Resolution No. 25-051
City of Cupertino
Housing Division
Department of
Community
Development
10300 Torre Avenue
Cupertino, CA 95014
Voice: (408)777-3251
Fax: (408)777-3330
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TABLE OF CONTENTS
Contents

1.0 Introduction........................................................................................................................1

2.0 Application Selection Process...........................................................................................1

2.1. Conflict of Interest................................................................................................. 1

2.2. Priority Point Placement System...........................................................................2

2.3. Requests for Reasonable Accommodation ...........................................................2

2.4. Housing Constructed for People with Disabilities...............................................3

2.5. BMR Applicant Waitlist........................................................................................3

2.5.1. Solicitation of Applicants............................................................................4

2.5.2 Submitting a BMR Waitlist Application Form ..........................................4

2.5.3. Submitting a BMR Program Application...................................................4

2.5.4 Application Fees..........................................................................................4

2.5.5 Eligibility Process to Reapply on BMR Waitlist.........................................4

2.5.6 Applicant’s Right to Refuse BMR Unit......................................................5

2.6. False Statements..................................................................................................... 5

3.0 Minimum Homebuyer/Tenant Eligibility Requirements ............................................... 5

3.1. Household Minimum Size Requirements.............................................................6

3.2. Household Composition ........................................................................................6

3.3. Definition of Employment in Cupertino...............................................................6

3.4. Definition of Residency in Cupertino ...................................................................6

3.5. Definition of Displaced Below Market Rate Rental Tenant and Special Circumstances Households…………………........................................................6

3.6. Annual Gross Income.............................................................................................7

3.6.1. Documentation to Verify Sources of Income.............................................7

3.7. Assets.......................................................................................................................8

3.7.1. Documentation to Support Assets...............................................................8

4.0 Ownership Units- Requirements for Buying a BMR Unit..............................................9

4.1. Income Limits.........................................................................................................9

4.1.1. Co-applicants...............................................................................................9

4.1.2. Credit Score................................................................................................. 9

4.2. Asset Limit.............................................................................................................. 9

4.2.1. Minimum Cash Available..........................................................................10

4.2.2. Gift Funds................................................................................................. 10

4.3. Definition of First-time Homebuyer....................................................................10

4.4. Affordable Sale Price Determination .................................................................. 10

4.4.1. Initial Prices of Newly Constructed Units................................................10

4.4.2. Prices of Existing BMR Units................................................................... 10

4.5. Financing ..............................................................................................................10

4.5.1. Lenders......................................................................................................10

4.5.2. Loan Requirements...................................................................................11

4.5.3. InsuranceRequirements ...........................................................................11

4.6. Occupancy Conditions.........................................................................................11

4.7. Required Pre-Purchase Education......................................................................11 1104
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4.8. Documents for Completing Home Purchase ......................................................11

4.9. Term of Affordability...........................................................................................12

4.10. Annual Monitoring ..............................................................................................12

4.10.1. Failure to Submit Annual Certification...................................................12

5.0 Rental Units- Requirementsfor Renting a BMR Unit ..................................................12

5.1. Income Limits.......................................................................................................12

5.1.1. Minimum Income Requirements..............................................................13

5.1.2. Co-Signers................................................................................................. 13

5.2. Asset Limit............................................................................................................13

5.2.1. Documentation to Support Assets.............................................................13

5.3. Qualification as Renter........................................................................................14

5.4. Rental Rate Determination..................................................................................14

5.5. Previewing of Unit................................................................................................14

5.6. Occupancy Conditions.........................................................................................14

5.7. Annual Rent Adjustments ...................................................................................14

5.8. Annual Re-Certification of Income.....................................................................15

5.9. Terms of Tenancy................................................................................................. 15

6.0 Requirements of Apartment Owners and Property Managers ................................... 15

6.1. Availability of New Units for Lease.....................................................................15

6.2. Eligible Prospective Tenants...............................................................................15

6.3. Prospective Tenant’s Previewing of Unit............................................................16

6.4. Executed Lease Agreement..................................................................................16

6.5. Annual Rent Adjustments...................................................................................16

6.6. Owner/Manager Certification .............................................................................16

6.7. Terms of Affordability Covenants ......................................................................16

6.8. Terms of Lease .....................................................................................................16

6.9. Occupancy Requirements....................................................................................17

7.0 Appeal Process..................................................................................................................17

8.0 Authority...........................................................................................................................18 List of Exhibits
Exhibit 1 BMR Waitlist Application Form
Exhibit 2 BMR Program Application (Ownership)
Exhibit 3 BMR Program Application (Rental)
Exhibit 4 24 CFR 5.609 and Excerpts from the Technical Guide for Determining Income and Allowances for the HOME Program
Exhibit 5 Buyer’s Disclosure Statement
Exhibit 6 BMR Renter Occupancy Certification
Exhibit 7 Certificate of Receipt of Policy and Procedures Manual for Administering Deed Restricted Affordable Housing Units
Exhibit 8 BMR Lease Addendum
Exhibit 9 Capital Improvement Request Form
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