Agenda packet — Milpitas City Council, March 1, 2022 (part 5 of 5)

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 281
Table 93: Q14v. I am going to read you the same list of services provided to residents. This time, after I mention each one, please tell me how satisfied you are with that service: Developing programs that promote sustainable living, such as clean energy, water conservation, and recycling Total
--------
Q20 CHILDREN
-----------------------------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 282
Table 93: Q14v. I am going to read you the same list of services provided to residents. This time, after I mention each one, please tell me how satisfied you are with that service: Developing programs that promote sustainable living, such as clean energy, water conservation, and recycling Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

GENDER BY AGE
-----------------------------------------
MEN
--------
WOMEN
--------
18-29
--------
30-39
--------
40-49
--------
50-64
--------
65-74
--------
75+
--------
18-49
--------
50+
--------
65+
--------
MEN
18-49
--------
MEN
50+
--------
WOMEN
18-49
--------
WOMEN
50+
--------
Column n-Size 347 163 174 69 73 52 83 35 24 194 142 59 94 66 95 75 TOTAL SATISFIED 57 57 58 54 43 56 67 66 78 50 68 71 48 71 52 67 Very satisfied 21 15 27 25 18 19 20 18 30 21 21 23 17 13 26 29 Somewhat satisfied 37 42 31 28 25 37 47 48 48 29 47 48 31 58 27 37 TOTAL DISSATISFIED 24 26 21 28 36 18 18 19 4 28 16 13 34 13 22 19 Somewhat dissatisfied 20 22 18 21 34 15 17 13 4 24 14 9 30 10 18 17 Very dissatisfied 3 4 3 7 2 2 2 6 0 4 2 3 4 3 4 2
NO OPINION/DK/NA 19 17 21 19 21 26 15 15 18 22 16 17 18 16 26 15 No opinion/DK/NA 19 17 21 19 21 26 15 15 18 22 16 17 18 16 26 15 788
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 283
Table 94: Q14w. I am going to read you the same list of services provided to residents. This time, after I mention each one, please tell me how satisfied you are with that service: Providing emergency 911 and fire response Total
-------
QA ON

CELL PHONE
------------------

DATA CLLCTN
MODE
------------------
Q1 MILPITAS DIRECTION
-----------------------------
Q2 LIFE QUALITY
----------------------------------------
Q7 GROWTH RATE
----------------------------------------
Q8 POLICE

CONTACT
------------------
Q9 POLICE SATISFACTION
----------------------------------------
YES
-------
NO
-------
PHONE
-------
ONLNE
-------
RIGHT
DIREC
-------
WRNG
TRACK
-------
DK/NA
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
MUCH
TOO
FAST
-------
TOO
FAST
-------
TOO
SLOW
-------
ABT
RIGHT
/DK
-------
TOTAL
YES
-------
NO
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
Column n-Size 347 100 73 173 173 205 62 80 84 14 282 62 46 136 44 168 120 222 57 5 96 20 TOTAL SATISFIED 84 92 95 93 74 87 81 78 84 67 85 81 89 90 75 82 82 86 82 100 81 98 Very satisfied 40 45 39 43 38 41 36 41 54 19 41 38 59 48 27 37 42 39 57 61 48 19 Somewhat satisfied 44 47 56 51 37 46 45 37 30 49 44 43 30 41 47 45 40 46 25 39 33 79 TOTAL DISSATISFIED 3 5 1 3 3 3 6 0 4 15 2 6 1 1 11 3 5 2 2 0 3 0 Somewhat dissatisfied 3 4 1 3 3 3 6 0 4 15 2 6 1 0 11 3 4 2 2 0 2 0 Very dissatisfied 0 1 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 0 NO OPINION/DK/NA 13 2 4 3 23 10 12 22 12 18 13 13 10 10 14 16 13 12 15 0 16 2 No opinion/DK/NA 13 2 4 3 23 10 12 22 12 18 13 13 10 10 14 16 13 12 15 0 16 2 Total
--------
Q12 CITY SERVICE SATISFACTION
-----------------------------------------
Q16 CONTACT

WITH CITY
-------------------
Q17 CITY CONTACT SATISFACTION
-----------------------------------------
Q19 RESIDENCY LENGTH
----------------------------------------------------
Q21 RESIDENCE
-------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 284
Table 94: Q14w. I am going to read you the same list of services provided to residents. This time, after I mention each one, please tell me how satisfied you are with that service: Providing emergency 911 and fire response
Total
--------
Q20 CHILDREN
-----------------------------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 285
Table 94: Q14w. I am going to read you the same list of services provided to residents. This time, after I mention each one, please tell me how satisfied you are with that service: Providing emergency 911 and fire response
Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 286
Table 95: Q14x. I am going to read you the same list of services provided to residents. This time, after I mention each one, please tell me how satisfied you are with that service: Providing rent relief to prevent residents from becoming homeless
Total
-------
QA ON

CELL PHONE
------------------

CONTACT
------------------
Q9 POLICE SATISFACTION
----------------------------------------
YES
-------
NO
-------
PHONE
-------
ONLNE
-------
RIGHT
DIREC
-------
WRNG
TRACK
-------
DK/NA
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
MUCH
TOO
FAST
-------
TOO
FAST
-------
TOO
SLOW
-------
ABT
RIGHT
/DK
-------
TOTAL
YES
-------
NO
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
Column n-Size 347 100 73 173 173 205 62 80 84 14 282 62 46 136 44 168 120 222 57 5 96 20 TOTAL SATISFIED 45 59 61 60 31 50 33 43 56 42 47 37 40 43 28 52 34 52 36 9 40 10 Very satisfied 16 25 23 24 8 16 18 15 25 23 16 17 15 18 8 16 15 17 15 9 17 9 Somewhat satisfied 29 34 39 36 23 34 15 28 31 19 31 19 24 25 20 35 19 36 21 0 24 1 TOTAL DISSATISFIED 23 25 28 27 20 26 33 8 16 13 22 31 22 24 41 18 33 19 25 42 21 77 Somewhat dissatisfied 15 18 17 18 12 18 21 2 11 9 14 21 9 14 29 12 24 11 19 15 16 50 Very dissatisfied 8 8 11 9 8 8 12 6 5 3 8 9 13 10 12 6 9 8 6 27 5 27 NO OPINION/DK/NA 31 16 10 14 49 24 34 49 27 46 31 33 38 32 31 30 33 29 39 49 38 12 No opinion/DK/NA 31 16 10 14 49 24 34 49 27 46 31 33 38 32 31 30 33 29 39 49 38 12 Total
--------
Q12 CITY SERVICE SATISFACTION
-----------------------------------------
Q16 CONTACT

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 287
Table 95: Q14x. I am going to read you the same list of services provided to residents. This time, after I mention each one, please tell me how satisfied you are with that service: Providing rent relief to prevent residents from becoming homeless
Total
--------
Q20 CHILDREN
-----------------------------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 288
Table 95: Q14x. I am going to read you the same list of services provided to residents. This time, after I mention each one, please tell me how satisfied you are with that service: Providing rent relief to prevent residents from becoming homeless
Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

GENDER BY AGE
-----------------------------------------
MEN
--------
WOMEN
--------
18-29
--------
30-39
--------
40-49
--------
50-64
--------
65-74
--------
75+
--------
18-49
--------
50+
--------
65+
--------
MEN
18-49
--------
MEN
50+
--------
WOMEN
18-49
--------
WOMEN
50+
--------
Column n-Size 347 163 174 69 73 52 83 35 24 194 142 59 94 66 95 75 TOTAL SATISFIED 45 47 45 49 35 37 53 48 55 40 52 51 42 53 41 52 Very satisfied 16 11 21 24 15 11 16 10 12 17 14 11 11 10 24 17 Somewhat satisfied 29 36 25 25 20 26 37 38 43 23 38 40 31 43 17 34 TOTAL DISSATISFIED 23 23 24 31 34 17 19 15 8 28 16 12 29 14 29 18 Somewhat dissatisfied 15 16 14 17 21 12 12 14 8 17 12 12 20 11 14 13 Very dissatisfied 8 7 10 14 13 5 7 1 0 11 4 0 9 3 14 5
NO OPINION/DK/NA 31 30 30 20 32 46 28 37 36 31 32 37 29 33 31 30 No opinion/DK/NA 31 30 30 20 32 46 28 37 36 31 32 37 29 33 31 30 794
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 289
Table 96: Q16. CONTACT WITH CITY
Total
-------
QA ON

CELL PHONE
------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 290
Table 96: Q16. CONTACT WITH CITY
Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 291
Table 97: Q17. CITY CONTACT SATISFACTION
Total
-------
QA ON

CELL PHONE
------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 292
Table 97: Q17. CITY CONTACT SATISFACTION
Total
--------

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 293
Table 98: Q19. YEARS LIVED IN MILPITAS
Total
-------
QA ON

CELL PHONE
------------------

CONTACT
------------------
Q9 POLICE SATISFACTION
----------------------------------------
YES
-------
NO
-------
PHONE
-------
ONLNE
-------
RIGHT
DIREC
-------
WRNG
TRACK
-------
DK/NA
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
MUCH
TOO
FAST
-------
TOO
FAST
-------
TOO
SLOW
-------
ABT
RIGHT
/DK
-------
TOTAL
YES
-------
NO
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
Column n-Size 693 204 142 346 346 409 125 159 183 36 573 117 119 283 68 341 222 464 119 12 184 33 <11 YEARS 32 45 22 36 27 37 19 29 29 14 34 18 16 26 61 30 36 29 34 18 35 36 Two years or less 5 7 2 5 6 6 2 5 3 0 6 4 5 3 8 7 5 5 8 0 6 3 Three to four years 8 13 3 9 6 9 6 4 5 2 8 7 2 4 32 5 8 7 4 0 8 0 Five to six years 8 7 7 7 8 7 4 10 7 5 8 4 3 8 10 6 13 5 12 7 13 14 Seven to ten years 11 18 10 15 7 13 6 9 14 7 12 4 6 10 11 12 10 11 10 11 9 19 11-20 YEARS 25 31 27 30 21 25 29 24 26 34 24 32 22 23 19 28 15 30 16 5 17 7 11 to 15 years 12 18 9 15 9 11 18 9 9 31 10 18 12 11 11 13 8 14 7 0 9 5 16 to 20 years 13 13 18 15 12 14 11 15 17 3 13 13 10 12 8 16 7 17 9 5 8 2 21-40 YEARS 33 21 34 26 39 32 34 34 34 45 32 38 37 35 17 34 34 32 33 67 32 49 21 to 30 years 21 15 22 18 23 22 20 18 26 30 20 23 23 21 16 21 20 20 19 55 17 40 31 to 40 years 12 5 12 8 16 10 14 16 8 15 12 15 15 14 1 13 13 12 14 11 14 9 41+ YEARS 11 3 16 8 13 7 19 14 11 7 10 12 24 17 3 7 15 9 17 10 16 8 41 years or more 11 3 16 8 13 7 19 14 11 7 10 12 24 17 3 7 15 9 17 10 16 8 DK/REFUSED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
DK/Refused 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
799
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 294
Table 98: Q19. YEARS LIVED IN MILPITAS
Total
--------
Q12 CITY SERVICE SATISFACTION
-----------------------------------------
Q16 CONTACT

A/B SPLIT
-------------------
VERY
SAT
--------
VERY
DSSAT
--------
TOTAL
SAT
--------
TOTAL
DSSAT
--------
YES
--------
NO
--------
VERY
SAT
--------
NT AT
ALL
--------
TOTAL
SAT
--------
TOTAL
NOT
--------
<11
YEARS
--------
11-20
YEARS
--------
21-30
YEARS
--------
31-40
YEARS
--------
41+
YEARS
--------
OWN
--------
RENT
--------
A
--------
B
--------
Column n-Size 693 157 26 554 92 223 436 95 18 174 49 218 174 143 84 73 481 160 346 347 <11 YEARS 32 25 8 32 20 37 29 33 34 37 33 100 0 0 0 0 26 49 30 33 Two years or less 5 2 4 4 5 4 6 7 0 5 2 17 0 0 0 0 3 15 5 6 Three to four years 8 7 0 8 5 11 6 6 6 10 17 24 0 0 0 0 6 16 7 8 Five to six years 8 7 4 8 4 6 8 4 18 6 8 24 0 0 0 0 9 4 8 8 Seven to ten years 11 9 0 11 7 15 10 15 11 17 7 35 0 0 0 0 9 15 11 10 11-20 YEARS 25 30 12 27 21 15 31 13 19 14 17 0 100 0 0 0 26 24 26 24 11 to 15 years 12 6 8 12 13 8 14 7 19 7 14 0 47 0 0 0 12 12 13 11 16 to 20 years 13 24 4 14 9 6 17 7 0 7 3 0 53 0 0 0 14 12 13 14 21-40 YEARS 33 36 59 32 44 34 32 35 41 33 38 0 0 100 100 0 35 24 31 34 21 to 30 years 21 25 41 20 28 20 21 23 28 20 21 0 0 100 0 0 20 18 20 21 31 to 40 years 12 11 17 11 16 14 11 12 13 13 17 0 0 0 100 0 14 6 11 14 41+ YEARS 11 9 21 10 14 15 8 20 5 16 11 0 0 0 0 100 13 3 12 9 41 years or more 11 9 21 10 14 15 8 20 5 16 11 0 0 0 0 100 13 3 12 9 DK/REFUSED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0
DK/Refused 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0
800
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 295
Table 98: Q19. YEARS LIVED IN MILPITAS
Total
--------
Q20 CHILDREN
-----------------------------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

INTERVIEW
------------------------------
YES/
<19
@ HME
--------
YES/
NT @
HOME
--------
HAVE
CHLDN
--------
NO
CHLDN
--------
DADS
--------
MOMS
--------
MEN
W/NO
CHLDN
--------
WOMEN
W/NO
CHLDN
--------
WHITE
--------
LATNO
--------
CHNSE
--------
FLPNO
--------
INDN
--------
VTNMS
--------
TOTAL
ASIAN
--------
PPLE
OF CLR
--------
ENGLS
--------
SPNSH
--------
VTNM
/CHNS
--------
Column n-Size 693 188 164 352 307 167 181 145 153 97 90 97 83 91 97 388 550 655 17 21 <11 YEARS 32 44 13 30 34 33 28 38 30 29 31 28 29 48 24 31 32 32 28 33 Two years or less 5 9 2 6 6 5 6 7 4 9 5 5 3 10 3 5 5 6 11 0 Three to four years 8 12 4 9 7 12 6 5 6 7 6 4 9 11 6 7 8 8 0 3 Five to six years 8 11 2 7 7 6 8 6 9 7 6 5 7 10 3 6 6 8 2 0 Seven to ten years 11 12 4 8 14 10 7 19 11 5 14 15 10 17 11 13 13 10 16 29 11-20 YEARS 25 30 15 23 28 26 20 26 31 16 23 27 27 28 35 30 28 25 23 25 11 to 15 years 12 12 7 10 15 10 9 11 19 3 11 14 7 10 23 14 13 12 2 20 16 to 20 years 13 18 9 14 13 16 11 14 12 12 13 14 20 17 12 16 15 13 21 5 21-40 YEARS 33 22 47 34 31 32 35 32 30 29 31 36 39 24 39 34 33 32 34 39 21 to 30 years 21 15 24 19 22 21 17 23 22 14 24 23 23 21 21 22 22 21 28 16 31 to 40 years 12 7 23 15 9 11 18 9 8 15 7 13 15 3 18 13 12 12 6 23 41+ YEARS 11 3 25 13 7 10 17 4 9 27 14 8 5 0 3 5 7 11 15 4 41 years or more 11 3 25 13 7 10 17 4 9 27 14 8 5 0 3 5 7 11 15 4 DK/REFUSED 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0
DK/Refused 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0
801
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 296
Table 98: Q19. YEARS LIVED IN MILPITAS
Total
--------

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

CONTACT METHOD
------------------------------
HS OR
LESS
--------
SOME
COLL
--------
COLL
GRAD
--------
POST-
GRAD
--------
NON-
COLL
--------
COLL+
--------
NCOLL
MEN
--------
NCOLL
WOMEN
--------
COLL+
MEN
--------
COLL+
WOMEN
--------
$0-
$60K
--------
$60K-
$90K
--------
$90K-
$120K
--------
$120K-
$150K
--------
$150K+
--------
PHONE
--------
EMAIL
--------
POST
CARD
--------
Column n-Size 693 147 194 201 125 341 326 154 178 169 155 70 125 153 70 155 346 266 81 <11 YEARS 32 31 26 29 47 28 35 28 28 39 31 32 28 25 26 45 36 20 51 Two years or less 5 1 7 4 13 4 7 3 4 8 6 3 4 3 10 8 5 4 13 Three to four years 8 10 6 5 12 8 8 7 8 10 4 9 8 2 2 16 9 4 12 Five to six years 8 7 5 7 12 6 9 3 9 8 9 2 6 9 3 11 7 5 17 Seven to ten years 11 13 8 13 10 10 12 15 7 12 12 17 11 11 10 11 15 6 9 11-20 YEARS 25 32 30 23 17 31 21 32 30 21 20 24 34 36 17 16 30 22 15 11 to 15 years 12 9 16 11 12 13 11 11 15 10 12 9 18 17 8 9 15 10 6 16 to 20 years 13 23 14 12 5 18 9 21 15 11 8 15 16 19 10 7 15 13 9 21-40 YEARS 33 25 29 44 31 27 39 29 26 35 43 22 33 31 34 32 26 42 30 21 to 30 years 21 14 18 26 24 16 25 19 14 24 27 18 24 16 18 23 18 23 25 31 to 40 years 12 11 11 18 7 11 14 10 12 11 17 4 10 15 16 9 8 19 5 41+ YEARS 11 11 15 5 5 13 5 11 16 5 5 22 4 8 22 7 8 15 4 41 years or more 11 11 15 5 5 13 5 11 16 5 5 22 4 8 22 7 8 15 4 DK/REFUSED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
DK/Refused 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

GENDER BY AGE
-----------------------------------------
MEN
--------
WOMEN
--------
18-29
--------
30-39
--------
40-49
--------
50-64
--------
65-74
--------
75+
--------
18-49
--------
50+
--------
65+
--------
MEN
18-49
--------
MEN
50+
--------
WOMEN
18-49
--------
WOMEN
50+
--------
Column n-Size 693 326 346 139 146 104 166 69 49 388 284 118 187 132 187 151 <11 YEARS 32 34 28 39 56 38 15 12 13 45 14 12 48 12 40 16 Two years or less 5 6 5 8 11 4 2 3 2 8 2 3 7 4 8 1
Three to four years 8 9 6 14 13 8 2 0 1 12 2 1 14 2 10 1 Five to six years 8 6 9 3 19 7 4 2 10 10 5 5 8 3 11 6
Seven to ten years 11 14 9 14 13 19 6 7 0 15 5 4 20 3 11 7 11-20 YEARS 25 26 25 25 23 33 34 13 5 26 24 10 26 28 28 20 11 to 15 years 12 10 13 8 14 17 15 4 4 13 10 4 12 9 14 12 16 to 20 years 13 16 11 17 9 16 19 9 1 13 13 6 14 19 13 9 21-40 YEARS 33 32 33 37 21 25 40 48 23 28 39 38 25 42 30 37 21 to 30 years 21 22 20 36 12 14 22 17 12 21 19 15 19 26 25 13 31 to 40 years 12 11 13 0 9 10 18 31 11 6 20 23 6 16 5 23 41+ YEARS 11 8 13 0 0 4 11 27 58 1 23 40 0 19 2 28
41 years or more 11 8 13 0 0 4 11 27 58 1 23 40 0 19 2 28 DK/REFUSED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0
DK/Refused 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 802
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 297
Table 99: Q20. CHILDREN
Total
-------
QA ON

CELL PHONE
------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 298
Table 99: Q20. CHILDREN
Total
--------
Q20 CHILDREN
-----------------------------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 299
Table 100: Q21. RESIDENCE
Total
-------
QA ON

CELL PHONE
------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 300
Table 100: Q21. RESIDENCE
Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 301
Table 101: Q22. INCOME
Total
-------
QA ON

CELL PHONE
------------------

CONTACT
------------------
Q9 POLICE SATISFACTION
----------------------------------------
YES
-------
NO
-------
PHONE
-------
ONLNE
-------
RIGHT
DIREC
-------
WRNG
TRACK
-------
DK/NA
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
MUCH
TOO
FAST
-------
TOO
FAST
-------
TOO
SLOW
-------
ABT
RIGHT
/DK
-------
TOTAL
YES
-------
NO
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
Column n-Size 693 204 142 346 346 409 125 159 183 36 573 117 119 283 68 341 222 464 119 12 184 33 $0-$60K 10 15 13 14 6 11 9 7 11 9 10 12 12 12 8 9 16 7 19 32 16 15 $30,000 and under 3 4 5 4 2 4 2 1 4 0 3 2 5 5 0 2 5 2 7 0 5 3 $30,001 - $60,000 7 11 8 10 4 7 7 6 7 9 6 10 7 7 8 6 11 5 12 32 11 12 $60K-$90K 18 26 24 25 11 18 16 19 21 15 19 13 12 15 11 22 17 19 13 7 15 25 $60,001 - $90,000 18 26 24 25 11 18 16 19 21 15 19 13 12 15 11 22 17 19 13 7 15 25 $90K-$120K 22 27 28 28 17 25 19 18 31 22 23 17 17 19 12 26 14 26 8 11 13 19 $90,001 - $120,000 22 27 28 28 17 25 19 18 31 22 23 17 17 19 12 26 14 26 8 11 13 19 $120K-$150K 10 8 16 11 9 10 12 10 10 10 10 10 9 10 9 10 12 9 12 5 12 12 $120,001 - $150,000 10 8 16 11 9 10 12 10 10 10 10 10 9 10 9 10 12 9 12 5 12 12 $150K+ 22 18 7 13 31 23 23 20 17 12 22 23 25 24 53 15 25 21 29 34 24 20 $150,001 - $180,000 6 6 0 3 8 5 7 7 6 0 6 4 12 8 13 2 6 5 6 12 6 6 More than $180,000 17 12 7 10 23 18 16 13 11 12 16 18 13 16 40 13 18 16 23 22 18 14 REFUSED 17 6 12 9 26 12 21 27 10 32 15 26 25 19 8 17 17 17 19 11 19 10 Refused 17 6 12 9 26 12 21 27 10 32 15 26 25 19 8 17 17 17 19 11 19 10 807
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 302
Table 101: Q22. INCOME
Total
--------
Q12 CITY SERVICE SATISFACTION
-----------------------------------------
Q16 CONTACT

A/B SPLIT
-------------------
VERY
SAT
--------
VERY
DSSAT
--------
TOTAL
SAT
--------
TOTAL
DSSAT
--------
YES
--------
NO
--------
VERY
SAT
--------
NT AT
ALL
--------
TOTAL
SAT
--------
TOTAL
NOT
--------
<11
YEARS
--------
11-20
YEARS
--------
21-30
YEARS
--------
31-40
YEARS
--------
41+
YEARS
--------
OWN
--------
RENT
--------
A
--------
B
--------
Column n-Size 693 157 26 554 92 223 436 95 18 174 49 218 174 143 84 73 481 160 346 347 $0-$60K 10 14 16 11 9 10 10 16 3 12 2 10 10 9 4 21 6 21 9 11 $30,000 and under 3 3 8 3 3 4 3 6 0 5 0 2 2 3 2 8 2 5 3 3 $30,001 - $60,000 7 11 8 7 6 6 7 10 3 7 2 8 7 5 1 13 4 16 6 8 $60K-$90K 18 23 8 20 11 14 20 14 4 17 5 16 25 21 15 7 16 29 19 17 $60,001 - $90,000 18 23 8 20 11 14 20 14 4 17 5 16 25 21 15 7 16 29 19 17 $90K-$120K 22 24 25 24 17 11 29 12 7 11 11 18 32 17 27 17 27 14 21 23 $90,001 - $120,000 22 24 25 24 17 11 29 12 7 11 11 18 32 17 27 17 27 14 21 23 $120K-$150K 10 9 1 10 4 10 11 11 9 11 7 8 7 9 13 21 12 8 11 9 $120,001 - $150,000 10 9 1 10 4 10 11 11 9 11 7 8 7 9 13 21 12 8 11 9 $150K+ 22 16 27 21 30 31 18 32 26 27 43 32 14 25 17 15 25 17 22 23 $150,001 - $180,000 6 6 5 6 4 7 6 6 0 7 7 6 5 9 2 6 5 7 5 6 More than $180,000 17 11 22 15 26 24 13 26 26 20 36 26 10 16 15 9 20 10 16 17 REFUSED 17 13 23 15 29 24 13 14 50 22 31 15 13 20 25 19 15 12 19 16 Refused 17 13 23 15 29 24 13 14 50 22 31 15 13 20 25 19 15 12 19 16 808
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 303
Table 101: Q22. INCOME
Total
--------
Q20 CHILDREN
-----------------------------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

INTERVIEW
------------------------------
YES/
<19
@ HME
--------
YES/
NT @
HOME
--------
HAVE
CHLDN
--------
NO
CHLDN
--------
DADS
--------
MOMS
--------
MEN
W/NO
CHLDN
--------
WOMEN
W/NO
CHLDN
--------
WHITE
--------
LATNO
--------
CHNSE
--------
FLPNO
--------
INDN
--------
VTNMS
--------
TOTAL
ASIAN
--------
PPLE
OF CLR
--------
ENGLS
--------
SPNSH
--------
VTNM
/CHNS
--------
Column n-Size 693 188 164 352 307 167 181 145 153 97 90 97 83 91 97 388 550 655 17 21 $0-$60K 10 1 10 5 15 5 6 17 12 10 19 16 7 7 6 9 10 10 15 19 $30,000 and under 3 1 4 2 4 2 3 5 3 3 3 8 2 0 3 3 3 3 0 9 $30,001 - $60,000 7 1 6 3 11 3 4 13 9 7 15 8 5 7 3 6 7 7 15 10 $60K-$90K 18 18 11 15 24 13 17 27 21 16 19 16 25 17 25 20 20 18 8 19 $60,001 - $90,000 18 18 11 15 24 13 17 27 21 16 19 16 25 17 25 20 20 18 8 19 $90K-$120K 22 20 26 23 23 27 19 18 30 17 26 26 25 16 24 22 23 21 40 28 $90,001 - $120,000 22 20 26 23 23 27 19 18 30 17 26 26 25 16 24 22 23 21 40 28 $120K-$150K 10 11 17 14 7 12 16 6 7 10 11 8 12 6 11 10 11 10 23 4 $120,001 - $150,000 10 11 17 14 7 12 16 6 7 10 11 8 12 6 11 10 11 10 23 4 $150K+ 22 38 20 30 15 33 27 20 11 28 18 26 11 41 16 24 22 23 13 14 $150,001 - $180,000 6 7 5 6 5 5 7 5 5 9 11 4 4 7 1 4 5 6 11 4 More than $180,000 17 31 15 23 10 28 20 15 6 19 7 22 7 35 15 20 17 17 3 9 REFUSED 17 12 15 13 15 10 15 11 18 19 8 9 21 13 19 14 14 18 0 16 Refused 17 12 15 13 15 10 15 11 18 19 8 9 21 13 19 14 14 18 0 16 809
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 304
Table 101: Q22. INCOME
Total
--------

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

CONTACT METHOD
------------------------------
HS OR
LESS
--------
SOME
COLL
--------
COLL
GRAD
--------
POST-
GRAD
--------
NON-
COLL
--------
COLL+
--------
NCOLL
MEN
--------
NCOLL
WOMEN
--------
COLL+
MEN
--------
COLL+
WOMEN
--------
$0-
$60K
--------
$60K-
$90K
--------
$90K-
$120K
--------
$120K-
$150K
--------
$150K+
--------
PHONE
--------
EMAIL
--------
POST
CARD
--------
Column n-Size 693 147 194 201 125 341 326 154 178 169 155 70 125 153 70 155 346 266 81 $0-$60K 10 17 13 7 5 14 7 17 11 6 7 100 0 0 0 0 14 7 5
$30,000 and under 3 6 3 2 2 4 2 4 3 2 3 31 0 0 0 0 4 1 4 $30,001 - $60,000 7 11 10 5 3 10 4 13 8 4 4 69 0 0 0 0 10 5 1 $60K-$90K 18 21 18 23 11 19 18 25 15 13 24 0 100 0 0 0 25 14 4 $60,001 - $90,000 18 21 18 23 11 19 18 25 15 13 24 0 100 0 0 0 25 14 4 $90K-$120K 22 24 30 19 14 28 18 26 31 19 16 0 0 100 0 0 28 18 12 $90,001 - $120,000 22 24 30 19 14 28 18 26 31 19 16 0 0 100 0 0 28 18 12 $120K-$150K 10 8 14 8 7 12 7 11 12 7 7 0 0 0 100 0 11 10 5 $120,001 - $150,000 10 8 14 8 7 12 7 11 12 7 7 0 0 0 100 0 11 10 5 $150K+ 22 11 13 26 50 12 35 9 15 43 26 0 0 0 0 100 13 28 41 $150,001 - $180,000 6 3 6 7 6 5 7 4 6 7 7 0 0 0 0 26 3 9 6 More than $180,000 17 8 6 18 44 7 28 5 9 36 19 0 0 0 0 74 10 20 35 REFUSED 17 18 13 17 13 15 16 12 16 12 19 0 0 0 0 0 9 23 34 Refused 17 18 13 17 13 15 16 12 16 12 19 0 0 0 0 0 9 23 34 Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

GENDER BY AGE
-----------------------------------------
MEN
--------
WOMEN
--------
18-29
--------
30-39
--------
40-49
--------
50-64
--------
65-74
--------
75+
--------
18-49
--------
50+
--------
65+
--------
MEN
18-49
--------
MEN
50+
--------
WOMEN
18-49
--------
WOMEN
50+
--------
Column n-Size 693 326 346 139 146 104 166 69 49 388 284 118 187 132 187 151 $0-$60K 10 11 9 16 8 7 7 6 21 11 9 12 13 8 8 10
$30,000 and under 3 3 3 5 3 4 1 3 8 4 2 5 4 2 3 2
$30,001 - $60,000 7 8 6 10 6 3 7 3 13 7 7 7 9 6 5 8
$60K-$90K 18 19 18 27 21 12 15 19 9 21 15 15 21 15 21 15 $60,001 - $90,000 18 19 18 27 21 12 15 19 9 21 15 15 21 15 21 15 $90K-$120K 22 22 23 16 24 19 27 27 21 20 26 24 19 28 23 24 $90,001 - $120,000 22 22 23 16 24 19 27 27 21 20 26 24 19 28 23 24 $120K-$150K 10 9 11 6 9 12 11 9 19 9 12 13 7 13 11 11
$120,001 - $150,000 10 9 11 6 9 12 11 9 19 9 12 13 7 13 11 11 $150K+ 22 27 20 15 25 37 24 19 7 25 20 14 30 23 22 18
$150,001 - $180,000 6 6 6 6 5 7 8 6 1 6 6 4 5 7 7 5
More than $180,000 17 21 13 10 21 30 16 13 6 19 14 10 25 15 15 12 REFUSED 17 12 19 20 12 12 16 20 23 15 18 21 10 14 15 22 Refused 17 12 19 20 12 12 16 20 23 15 18 21 10 14 15 22 810 Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 305
Table 102: LANGUAGE OF INTERVIEW
Total
-------
QA ON

CELL PHONE
------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 306
Table 102: LANGUAGE OF INTERVIEW
Total
--------
Q20 CHILDREN
-----------------------------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 307
Table 103: MODE OF INTERVIEW
Total
-------
QA ON

CELL PHONE
------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 308
Table 103: MODE OF INTERVIEW
Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 309
Table 104: CONTACT METHOD
Total
-------
QA ON

CELL PHONE
------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 310
Table 104: CONTACT METHOD
Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 311
Table 105: A/B SPLIT
Total
-------
QA ON

CELL PHONE
------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 312
Table 105: A/B SPLIT
Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 313
Table 106: DEMOGRAPHIC COMBINATIONS
Total
-------
QA ON

CELL PHONE
------------------

CONTACT
------------------
Q9 POLICE SATISFACTION
----------------------------------------
YES
-------
NO
-------
PHONE
-------
ONLNE
-------
RIGHT
DIREC
-------
WRNG
TRACK
-------
DK/NA
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
MUCH
TOO
FAST
-------
TOO
FAST
-------
TOO
SLOW
-------
ABT
RIGHT
/DK
-------
TOTAL
YES
-------
NO
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
Column n-Size 671 201 137 337 334 400 117 154 179 32 560 109 116 279 65 326 212 452 114 11 176 32 PARENTS 96 99 100 99 93 98 92 94 99 89 97 92 94 94 96 98 94 97 96 100 94 94 DADS 25 23 18 21 28 26 24 21 24 33 26 22 24 23 36 24 22 26 21 43 22 21 MOMS 27 18 26 21 33 25 31 28 27 20 27 28 31 31 24 24 32 24 36 26 33 24 MEN W/NO CHILDREN 22 29 27 28 15 25 17 17 22 24 21 23 18 16 24 26 18 23 15 0 16 27 WOMEN W/NO CHILDREN 23 29 28 29 17 22 18 29 25 11 24 19 21 24 13 24 22 23 23 31 23 22 EDUCATION BY GENDER 98 99 97 98 97 99 92 99 100 93 99 93 96 98 96 98 97 98 100 100 97 97 NON-COLLEGE MEN 23 27 29 28 18 24 20 23 25 36 23 20 24 23 20 24 23 23 20 24 21 34 NON-COLLEGE WOMEN 27 26 34 29 24 23 32 30 29 20 27 26 30 33 16 23 33 24 33 57 31 35 COLLEGE+ MEN 25 26 17 22 28 28 25 18 23 26 25 28 20 19 39 28 20 28 20 19 20 16 COLLEGE+ WOMEN 23 21 18 19 27 23 16 28 23 12 24 19 22 24 21 23 22 23 27 0 25 12 GENDER BY AGE 98 96 99 97 99 98 96 99 99 93 98 96 98 98 98 98 97 98 98 100 97 98 MEN 18-49 28 40 30 36 20 34 20 19 25 31 28 26 20 21 37 32 24 30 21 18 23 30 MEN 50+ 20 11 15 13 27 17 24 23 22 30 19 21 24 20 23 19 18 21 19 25 18 19 WOMEN 18-49 28 32 25 29 27 27 24 32 29 19 29 25 24 31 33 24 30 27 25 31 27 38 WOMEN 50+ 22 13 29 19 26 20 27 25 23 13 22 24 30 26 4 23 26 21 33 26 29 11 819
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 314
Table 106: DEMOGRAPHIC COMBINATIONS
Total
--------
Q12 CITY SERVICE SATISFACTION
-----------------------------------------
Q16 CONTACT

A/B SPLIT
-------------------
VERY
SAT
--------
VERY
DSSAT
--------
TOTAL
SAT
--------
TOTAL
DSSAT
--------
YES
--------
NO
--------
VERY
SAT
--------
NT AT
ALL
--------
TOTAL
SAT
--------
TOTAL
NOT
--------
<11
YEARS
--------
11-20
YEARS
--------
21-30
YEARS
--------
31-40
YEARS
--------
41+
YEARS
--------
OWN
--------
RENT
--------
A
--------
B
--------
Column n-Size 671 151 19 541 84 206 431 94 11 165 41 210 171 138 81 71 468 157 334 337 PARENTS 96 100 93 97 90 94 98 95 86 95 89 98 97 96 93 93 97 96 95 97 DADS 25 29 38 25 29 26 25 21 28 24 32 26 25 25 23 23 30 14 26 24 MOMS 27 29 28 26 30 36 22 39 42 35 39 24 21 23 40 43 31 22 26 28 MEN W/NO CHILDREN 22 22 25 22 21 16 24 13 12 17 11 26 22 25 15 8 16 35 20 23 WOMEN W/NO CHILDREN 23 20 2 25 10 17 27 21 4 19 7 22 28 24 15 19 21 25 23 22 EDUCATION BY GENDER 98 100 100 99 95 97 98 98 91 97 97 98 100 99 100 87 97 99 97 98 NON-COLLEGE MEN 23 28 38 24 25 18 25 10 15 17 20 21 29 21 18 24 18 36 22 24 NON-COLLEGE WOMEN 27 27 19 27 20 27 27 36 23 27 28 24 32 19 26 40 28 25 27 26 COLLEGE+ MEN 25 23 32 25 29 26 25 26 25 26 27 31 21 29 24 11 28 16 27 24 COLLEGE+ WOMEN 23 22 11 24 20 27 21 26 28 28 22 23 18 30 32 12 23 22 22 24 GENDER BY AGE 98 99 100 98 99 97 98 97 90 98 95 97 98 99 97 99 98 97 98 98 MEN 18-49 28 28 32 28 29 19 32 18 20 21 11 43 28 26 14 1 22 42 28 28 MEN 50+ 20 22 38 20 25 23 17 17 14 21 32 8 21 24 27 34 24 10 20 20 WOMEN 18-49 28 28 6 29 19 31 27 31 42 32 26 36 30 34 13 6 24 37 28 28 WOMEN 50+ 22 21 23 21 26 24 22 31 13 23 26 11 18 15 43 59 28 8 23 22 Total
--------
Q20 CHILDREN
-----------------------------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

INTERVIEW
------------------------------
YES/
<19
@ HME
--------
YES/
NT @
HOME
--------
HAVE
CHLDN
--------
NO
CHLDN
--------
DADS
--------
MOMS
--------
MEN
W/NO
CHLDN
--------
WOMEN
W/NO
CHLDN
--------
WHITE
--------
LATNO
--------
CHNSE
--------
FLPNO
--------
INDN
--------
VTNMS
--------
TOTAL
ASIAN
--------
PPLE
OF CLR
--------
ENGLS
--------
SPNSH
--------
VTNM
/CHNS
--------
Column n-Size 671 185 162 347 298 167 181 145 153 95 90 97 83 89 97 387 544 633 17 21 PARENTS 96 100 100 100 100 100 100 100 100 99 96 97 93 97 98 97 97 96 100 100 DADS 25 49 47 48 0 100 0 0 0 22 23 23 17 36 26 26 25 25 29 25 MOMS 27 51 53 52 0 0 100 0 0 38 30 16 36 22 21 24 25 27 38 19 MEN W/NO CHILDREN 22 0 0 0 49 0 0 100 0 20 13 33 15 23 28 25 23 21 5 39 WOMEN W/NO CHILDREN 23 0 0 0 51 0 0 0 100 19 30 25 26 16 23 22 23 23 29 18 EDUCATION BY GENDER 98 100 96 98 99 99 97 99 99 99 99 99 100 100 100 98 99 98 100 94 NON-COLLEGE MEN 23 20 22 21 25 43 0 51 0 22 29 12 22 17 37 22 23 23 22 28 NON-COLLEGE WOMEN 27 23 33 28 26 0 54 0 51 43 49 8 33 11 23 18 24 26 61 8 COLLEGE+ MEN 25 29 25 27 23 56 0 48 0 19 7 45 14 44 17 31 26 25 12 30 COLLEGE+ WOMEN 23 28 16 22 25 0 43 0 48 14 14 33 31 27 23 28 25 23 6 29 GENDER BY AGE 98 98 99 99 97 98 99 98 97 99 100 97 100 99 97 98 98 98 100 92 MEN 18-49 28 34 9 22 36 46 0 74 0 14 23 32 21 47 34 33 31 28 32 31 MEN 50+ 20 14 37 25 11 52 0 24 0 26 14 25 15 14 20 19 18 20 2 26 WOMEN 18-49 28 42 7 26 31 0 49 0 61 17 40 20 46 28 24 28 30 27 64 18 WOMEN 50+ 22 8 46 26 19 0 50 0 36 41 23 21 19 9 19 18 19 23 3 16 820
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 315
Table 106: DEMOGRAPHIC COMBINATIONS
Total
--------

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

CONTACT METHOD
------------------------------
HS OR
LESS
--------
SOME
COLL
--------
COLL
GRAD
--------
POST-
GRAD
--------
NON-
COLL
--------
COLL+
--------
NCOLL
MEN
--------
NCOLL
WOMEN
--------
COLL+
MEN
--------
COLL+
WOMEN
--------
$0-
$60K
--------
$60K-
$90K
--------
$90K-
$120K
--------
$120K-
$150K
--------
$150K+
--------
PHONE
--------
EMAIL
--------
POST
CARD
--------
Column n-Size 671 140 192 201 123 332 324 154 178 169 155 66 124 152 69 155 337 259 75 PARENTS 96 97 96 97 98 96 97 95 98 97 98 96 100 99 100 97 99 94 89 DADS 25 23 21 23 39 22 29 47 0 55 0 12 17 30 30 36 21 27 32 MOMS 27 22 34 24 24 29 24 0 54 0 50 17 25 23 41 32 21 35 27 MEN W/NO CHILDREN 22 25 21 23 19 22 21 48 0 41 0 38 32 17 14 19 28 13 20 WOMEN W/NO CHILDREN 23 27 20 27 17 23 23 0 43 0 47 29 26 30 16 11 29 19 10 EDUCATION BY GENDER 98 100 100 100 100 100 100 100 100 100 100 100 100 99 91 99 98 99 93 NON-COLLEGE MEN 23 49 44 0 0 46 0 100 0 0 0 39 31 26 25 9 28 21 9 NON-COLLEGE WOMEN 27 51 56 0 0 54 0 0 100 0 0 29 21 36 31 18 29 27 16 COLLEGE+ MEN 25 0 0 48 59 0 52 0 0 100 0 15 18 21 18 47 22 24 44 COLLEGE+ WOMEN 23 0 0 52 41 0 48 0 0 0 100 17 30 17 17 26 19 27 25 GENDER BY AGE 98 98 99 98 99 99 98 99 98 98 98 99 98 99 99 99 97 99 99 MEN 18-49 28 29 25 27 36 27 31 57 0 59 0 37 32 23 19 36 36 13 42 MEN 50+ 20 20 19 20 22 19 21 42 0 40 0 16 16 24 24 19 13 31 12 WOMEN 18-49 28 24 29 31 26 27 29 0 51 0 61 23 32 28 30 26 29 27 26 WOMEN 50+ 22 25 26 20 14 26 18 0 47 0 37 23 18 24 25 17 19 28 20 Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

GENDER BY AGE
-----------------------------------------
MEN
--------
WOMEN
--------
18-29
--------
30-39
--------
40-49
--------
50-64
--------
65-74
--------
75+
--------
18-49
--------
50+
--------
65+
--------
MEN
18-49
--------
MEN
50+
--------
WOMEN
18-49
--------
WOMEN
50+
--------
Column n-Size 671 326 345 134 137 103 165 69 49 375 283 117 187 132 187 151 PARENTS 96 96 97 98 99 96 95 96 89 98 94 93 99 92 97 96 DADS 25 51 0 5 25 35 31 33 28 21 31 31 41 66 0 0
MOMS 27 0 52 11 26 37 30 33 35 24 32 34 0 0 47 59
MEN W/NO CHILDREN 22 44 0 43 26 14 13 16 6 29 12 11 57 26 0 0 WOMEN W/NO CHILDREN 23 0 44 39 23 10 22 14 21 25 20 17 0 0 50 37 EDUCATION BY GENDER 98 99 96 98 100 100 99 96 86 99 96 92 100 99 99 94 NON-COLLEGE MEN 23 47 0 33 19 17 21 23 27 24 23 24 47 49 0 0 NON-COLLEGE WOMEN 27 0 52 27 21 25 29 32 31 24 30 32 0 0 48 56 COLLEGE+ MEN 25 52 0 16 31 35 25 27 13 26 24 22 53 51 0 0 COLLEGE+ WOMEN 23 0 45 23 29 24 24 14 15 25 20 14 0 0 51 38 GENDER BY AGE 98 98 98 100 100 100 100 100 100 100 100 100 100 100 100 100 MEN 18-49 28 58 0 48 50 52 0 0 0 50 0 0 100 0 0 0
MEN 50+ 20 40 0 0 0 0 47 50 40 0 47 46 0 100 0 0
WOMEN 18-49 28 0 54 52 50 48 0 0 0 50 0 0 0 0 100 0
WOMEN 50+ 22 0 44 0 0 0 53 50 60 0 53 54 0 0 0 100
821
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 1 Table 1: Q15 MILPITAS CITY BUDGET FUNDING PRIORITY MEAN SCORE SUMMARY TABLE Total
-------
QA ON

CELL PHONE
------------------

CONTACT
------------------
Q9 POLICE SATISFACTION
----------------------------------------
YES
-------
NO
-------
PHONE
-------
ONLNE
-------
RIGHT
DIREC
-------
WRNG
TRACK
-------
DK/NA
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
MUCH
TOO
FAST
-------
TOO
FAST
-------
TOO
SLOW
-------
ABT
RIGHT
/DK
-------
TOTAL
YES
-------
NO
-------
VERY
SAT
-------
VERY
DSSAT
-------
TOTAL
SAT
-------
TOTAL
DSSAT
-------
Column n-Size 693 204 142 346 346 409 125 159 183 36 573 117 119 283 68 341 222 464 119 12 184 33 PUBLIC SAFETY 22.46 20.37 18.80 19.73 25.19 20.78 29.46 21.30 20.28 26.24 21.70 26.40 28.02 23.81 23.67 21.10 23.46 21.99 26.95 23.41 24.58 16.47 NEIGHBORHOODS/HOUSING 17.23 19.04 16.93 18.18 16.27 17.65 15.99 17.10 18.48 18.13 17.27 16.97 16.83 17.46 17.89 16.90 18.10 16.82 16.76 22.29 17.78 19.74 ECONOMIC DEVELOPMENT 16.60 16.58 20.80 18.31 14.90 17.23 14.46 16.68 17.67 13.28 17.16 13.87 13.91 14.70 16.98 18.10 15.02 17.40 14.56 16.14 14.32 19.36 ENVIRONMENT 15.03 14.57 15.35 14.89 15.17 14.92 14.03 16.09 14.85 14.24 14.95 15.44 13.79 15.47 15.70 14.53 15.18 14.94 14.54 20.55 14.40 19.03 CMMNTY WELLNESS/OPEN SPACE 14.65 13.57 15.03 14.17 15.14 14.42 13.75 15.96 13.73 16.05 14.56 15.05 14.48 14.96 12.37 14.85 15.55 14.24 14.84 7.12 16.57 11.52 TRANSPORTATION/TRANSIT 14.03 15.87 13.08 14.73 13.33 15.00 12.32 12.86 14.98 12.06 14.36 12.27 12.99 13.60 13.38 14.51 12.70 14.62 12.35 10.49 12.35 13.88 Total
--------
Q12 CITY SERVICE SATISFACTION
-----------------------------------------
Q16 CONTACT

A/B SPLIT
-------------------
VERY
SAT
--------
VERY
DSSAT
--------
TOTAL
SAT
--------
TOTAL
DSSAT
--------
YES
--------
NO
--------
VERY
SAT
--------
NT AT
ALL
--------
TOTAL
SAT
--------
TOTAL
NOT
--------
<11
YEARS
--------
11-20
YEARS
--------
21-30
YEARS
--------
31-40
YEARS
--------
41+
YEARS
--------
OWN
--------
RENT
--------
A
--------
B
--------
Column n-Size 693 157 26 554 92 223 436 95 18 174 49 218 174 143 84 73 481 160 346 347 PUBLIC SAFETY 22.46 21.77 31.13 21.53 27.72 25.72 20.87 24.29 29.63 24.10 31.47 19.66 21.96 22.76 23.95 29.68 22.91 20.61 22.06 22.86 NEIGHBORHOODS/HOUSING 17.23 18.35 14.77 17.79 15.05 17.18 17.11 17.43 13.95 17.49 16.10 18.54 16.78 16.49 17.85 15.09 16.30 20.19 18.33 16.12 ECONOMIC DEVELOPMENT 16.60 16.28 17.18 16.82 15.70 15.71 17.21 16.58 15.96 16.04 14.52 15.70 18.30 17.58 14.68 15.64 16.63 16.21 16.57 16.64 ENVIRONMENT 15.03 15.07 15.23 15.04 15.17 15.75 14.63 15.98 18.39 15.82 15.51 16.51 14.29 14.33 15.21 13.58 15.17 14.84 15.53 14.53 CMMNTY WELLNESS/OPEN SPACE 14.65 13.27 11.30 14.53 13.61 13.04 15.41 13.92 10.94 13.87 10.08 14.81 14.50 13.69 14.87 16.18 15.19 13.39 14.26 15.04 TRANSPORTATION/TRANSIT 14.03 15.27 10.40 14.29 12.75 12.60 14.78 11.82 11.13 12.68 12.32 14.78 14.17 15.15 13.44 9.84 13.80 14.76 13.25 14.81 Total
--------
Q20 CHILDREN
-----------------------------------------

PARENTS
-----------------------------------------

QC RACE/ETHNICITY
--------------------------------------------------------------------------------------

LANGUAGE OF

INTERVIEW
------------------------------
YES/
<19
@ HME
--------
YES/
NT @
HOME
--------
HAVE
CHLDN
--------
NO
CHLDN
--------
DADS
--------
MOMS
--------
MEN
W/NO
CHLDN
--------
WOMEN
W/NO
CHLDN
--------
WHITE
--------
LATNO
--------
CHNSE
--------
FLPNO
--------
INDN
--------
VTNMS
--------
TOTAL
ASIAN
--------
PPLE
OF CLR
--------
ENGLS
--------
SPNSH
--------
VTNM
/CHNS
--------
Column n-Size 693 188 164 352 307 167 181 145 153 97 90 97 83 91 97 388 550 655 17 21 PUBLIC SAFETY 22.46 22.84 25.09 23.89 20.44 23.76 23.77 19.45 20.88 27.31 19.98 22.97 20.03 21.15 19.84 21.27 21.06 22.53 19.53 22.60 NEIGHBORHOODS/HOUSING 17.23 16.24 16.21 16.23 18.21 16.09 16.50 18.70 17.52 15.66 18.45 16.08 19.38 16.01 18.06 17.10 17.80 17.17 16.10 20.05 ECONOMIC DEVELOPMENT 16.60 15.93 16.79 16.33 17.17 15.59 16.71 18.33 16.30 14.49 16.90 16.50 15.27 17.87 17.17 16.98 17.05 16.71 15.53 14.23 ENVIRONMENT 15.03 15.83 14.66 15.29 14.63 15.56 15.19 13.56 15.52 15.67 14.82 15.40 16.15 15.07 14.45 14.91 14.75 15.16 13.79 11.88 CMMNTY WELLNESS/OPEN SPACE 14.65 14.08 14.85 14.43 15.02 15.07 13.91 14.50 15.94 13.72 15.27 15.79 14.37 14.06 14.11 15.03 14.98 14.64 16.39 13.61 TRANSPORTATION/TRANSIT 14.03 15.08 12.41 13.83 14.53 13.94 13.93 15.47 13.83 13.15 14.59 13.25 14.79 15.83 16.37 14.71 14.37 13.79 18.66 17.63 822
Item # 19.

FAIRBANK, MASLIN, MAULLIN, METZ & ASSOCIATES
CITY OF MILPITAS 2022 COMMUNITY SURVEY - 320-991 (JANUARY 3-17, 2022) 2 Table 1: Q15 MILPITAS CITY BUDGET FUNDING PRIORITY MEAN SCORE SUMMARY TABLE Total
--------

QE EDUCATION
---------------------------------------------------------------

EDUCATION BY GENDER
-----------------------------------------
Q22 INCOME
----------------------------------------------------

CONTACT METHOD
------------------------------
HS OR
LESS
--------
SOME
COLL
--------
COLL
GRAD
--------
POST-
GRAD
--------
NON-
COLL
--------
COLL+
--------
NCOLL
MEN
--------
NCOLL
WOMEN
--------
COLL+
MEN
--------
COLL+
WOMEN
--------
$0-
$60K
--------
$60K-
$90K
--------
$90K-
$120K
--------
$120K-
$150K
--------
$150K+
--------
PHONE
--------
EMAIL
--------
POST
CARD
--------
Column n-Size 693 147 194 201 125 341 326 154 178 169 155 70 125 153 70 155 346 266 81 PUBLIC SAFETY 22.46 21.45 22.02 21.11 25.00 21.77 22.60 21.21 21.75 22.85 22.41 22.28 17.98 20.88 21.13 25.83 19.73 25.09 25.52 NEIGHBORHOODS/HOUSING 17.23 18.62 17.71 17.24 15.04 18.10 16.40 18.90 17.22 15.66 17.18 17.65 17.65 18.48 16.95 15.54 18.18 16.54 15.41 ECONOMIC DEVELOPMENT 16.60 16.29 15.58 17.36 17.26 15.88 17.32 15.77 16.17 17.99 16.58 18.96 18.14 16.96 16.89 15.09 18.31 14.61 15.85 ENVIRONMENT 15.03 15.99 15.35 15.11 13.86 15.63 14.63 15.11 15.96 14.03 15.27 14.81 15.23 15.16 16.69 14.35 14.89 15.07 15.49 CMMNTY WELLNESS/OPEN SPACE 14.65 13.61 14.76 15.43 14.17 14.27 14.95 15.13 13.91 14.33 15.62 13.41 15.80 13.66 16.04 14.55 14.17 15.30 14.61 TRANSPORTATION/TRANSIT 14.03 14.03 14.59 13.75 14.66 14.35 14.10 13.87 14.99 15.14 12.94 12.89 15.19 14.86 12.30 14.63 14.73 13.39 13.12 Total
--------

QD GENDER
-------------------
QB AGE
-------------------------------------------------------------------------------------------------

GENDER BY AGE
-----------------------------------------
MEN
--------
WOMEN
--------
18-29
--------
30-39
--------
40-49
--------
50-64
--------
65-74
--------
75+
--------
18-49
--------
50+
--------
65+
--------
MEN
18-49
--------
MEN
50+
--------
WOMEN
18-49
--------
WOMEN
50+
--------
Column n-Size 693 326 346 139 146 104 166 69 49 388 284 118 187 132 187 151 PUBLIC SAFETY 22.46 21.98 22.48 19.71 19.49 22.91 24.91 25.95 25.79 20.49 25.31 25.88 19.72 25.37 20.49 25.14 NEIGHBORHOODS/HOUSING 17.23 17.45 17.05 19.18 16.93 16.11 16.57 17.10 15.10 17.51 16.45 16.28 17.29 17.02 17.82 15.95 ECONOMIC DEVELOPMENT 16.60 16.88 16.37 16.97 17.31 15.82 16.98 15.37 16.00 16.79 16.42 15.63 18.16 15.06 15.36 17.65 ENVIRONMENT 15.03 14.49 15.39 15.04 16.25 14.50 15.06 14.77 14.01 15.35 14.81 14.46 13.84 15.61 16.63 14.09 CMMNTY WELLNESS/OPEN SPACE 14.65 14.70 14.88 13.67 14.92 16.13 13.86 13.54 16.47 14.80 14.22 14.74 15.18 14.03 14.93 14.47 TRANSPORTATION/TRANSIT 14.03 14.49 13.83 15.43 15.10 14.52 12.62 13.27 12.63 15.06 12.78 13.01 15.81 12.91 14.77 12.69 823
Item # 19.

CITY OF MILPITAS

AGENDA REPORT
(AR)

Item Title: Provide Direction on American Rescue Plan Act (ARPA) Funding for Council Priority Items and Modifications to the ARPA Investment Plan and Provide Input on Proposed Process for Future Changes to the ARPA Investment Plan Category: Leadership and Support Services

Meeting Date: 3/1/2022
Staff Contact: Ashwini Kantak, Assistant City Manager, 408-586-3053 Lauren Lai, Director of Finance, 408-586-3111

Recommendations: 1. Consider Council priority items for American Rescue Plan Act (ARPA) funding and provide direction to staff on any required modifications to the ARPA Investment Plan to allow for the additional allocation

2. Review and provide input to staff on proposed process for future changes to the ARPA Investment Plan

Background:

In March 2020, due to the rampant spread of the Coronavirus (Pandemic), a state of emergency was declared at the local, state, and federal levels and stay-at-home orders issued, which had an enormous impact on the local, state and national economy as well as the City’s finances.

On March 11, 2021, President Biden signed into law the American Rescue Plan Act (ARPA), a $1.9 trillion stimulus package, to counteract the economic impacts of the pandemic. The City’s ARPA allocation of $16,736,815 is available in two tranches; the first half was received in June 2021, and the second half will be provided in June 2022. Funds need to be either expended or encumbered by December 31, 2024, with all funds to be expended by December 31, 2026.

On May 11 (link to staff report), staff presented preliminary information on ARPA’s Coronavirus State and Local Fiscal Recovery Funding. Staff also provided information on other funding through ARPA that could benefit the Milpitas community since the Coronavirus Local Fiscal Recovery Funding (CLFRF) is only a portion of the total ARPA funding. Staff received Council input on ARPA Plan spending priorities in May and June (June 8 Council Meeting agenda report). A majority of the spending priorities were related to financial assistance and social services to those impacted by the pandemic, economic vitality, infrastructure, public safety, and technology.

On June 21 (link to the agenda report), Council approved the ARPA Investment Framework including the Fiscal Guidelines and Five Investment Areas. Fiscal Guidelines include the following:

1. Identify and promote other ARPA or State funding sources to the extent possible before dedicating local ARPA funds.

2. Use one-time ARPA funds for one-time expenditures such as investment in infrastructure or technology with minimum ongoing operating costs.

3. Avoid ongoing General Fund commitments with additional programs and positions.

4. Avoid creating a structural budget deficit if restoring any reduced services.

5. Leverage regional agencies, non-profit partners, and existing programs to maximize efficiency in delivering programs and services.

On August 9 (link to the agenda report), Council approved funding for 25 programs in the ARPA Investment Plan and delegated authority to the City Manager to proceed with appropriation actions and contract approvals, 824 Item # 20.

up to the approved amount for each program approved by Council, once compliance with ARPA procurement, contracting, and reporting requirements are confirmed. This will allow the funding to go to residents and businesses significantly impacted by the pandemic, in an efficient and expeditious manner.

Funding for the Five Investment areas of Community Services, Economic Vitality, Infrastructure, Public Safety, and Technology is as follows:

On January 11, 2022 (link to the agenda report), Council approved program funding re-allocations to enhance service delivery and/or streamline implementation, especially procurement.

Based on Council feedback at the January 25, 2022, Budget Study Session and as a part of the Fiscal Year 2022-23 budget development, Staff is requesting the Council consideration of priority items for potential ARPA funding and direction to staff on any required modifications to the ARPA Investment Plan to allow for the additional allocation.

Analysis:

As part of the budget development process, Staff strategically evaluates priorities and funding options. In this process, Staff is exploring the option of ARPA funding for various City services that may align with the Council’s Five ARPA Investment Areas. Council may want to consider these priority items for ARPA funding and provide direction to staff on modifications, if any, to the ARPA Investment Plan. Since there may not be sufficient funding to re-allocate from other ARPA programs, staff is also seeking Council input on whether other funding sources should be evaluated for funding the items discussed below. If Council determines these to be priorities that need to be incorporated into the Fiscal Year 2022-2023 budget development, then Staff will receive that information accordingly.

825
Item # 20.

Business Improvement District ($75,000)

ARPA funding could be used for the business improvement district (BID) feasibility analysis and technical support for property owners and business owners on Main Street to assist with the formation of a BID and an engineer's report. A feasibility and analysis study will cost approximately $75,000 in one-time funding.

A business improvement district (BID) is a geographic area in which businesses opt to pay a self-assessed levy to fund projects and services within the district's boundaries. The services provided by BIDs are supplemental to those already provided by the City of Milpitas. In alignment with Strategy 31 of the Economic Development Strategy (EDS) to position Main Street (Midtown) as a community destination for local, independent retail and restaurants, the Office of Economic Development is proposing that a consultant conduct a feasibility analysis for the creation of either a property-based BID or a business-based BID for a portion of downtown on North and South Main Street.

Specifically, the BID is aligned with EDS Implementation Actions 31.3: Provide technical support for property/business owners on Main Street to explore forming a BID; funding services for BID formation consultant, and Action 31.6: Work with businesses to explore/implement rebranding of Main Street; possible funding from a new area BID. In addition, the formation of a BID would support the vision of Main Street as will be articulated in the ongoing Milpitas Gateway - Main Street Specific Plan update, for which its purpose is described in the General Plan 2040 as "to create an economically-viable main street type development that serves as a cultural hub of the city." Furthermore, the section Fiscal Sustainability under the Economic Development Element of the General Plan specifies Action ED-2c to "evaluate the feasibility of creating business improvement districts...to fund improvements and maintenance that support economic development."

As part of COVID-19 economic recovery, the City Council has been particularly focused on Main Street Revitalization efforts including the Pilot Storefront Improvement Grant Program, for both of which a BID would serve as a positive catalyst. BIDs are employed as an economic development tool to fund services such as cleaning streets, providing security, making capital improvements, construction of pedestrian and streetscape enhancements, various public infrastructure improvements, restoring and re-establishing historic districts, and marketing the area.

The formation of a BID is also aligned with Council Priority Area Economic Development and Job Growth (as listed in FY22 Adopted Budget and Financial Plan); and at the October 5, 2021, City Council meeting, Council recommended that the BID topic be sent to the Economic Development and Trade Commission, which will consider this matter on February 14, 2022. On February 14, 2022, the Economic Development and Trade Commission discussed establishing a BID. The response was favorable as it would complement Main Street Revitalization efforts through branding, the Specific Plan, and spur economic vitality by assisting the small business community.

Staff is requesting Council consideration of a potential allocation of $75,000 of ARPA funding to the BID feasibility and analysis.

Unhoused Services ($100,000)

ARPA funding could be used to continue the current services with Santa Clara County Office of Supportive Housing and the County’s Homeless Engagement and Access Team (HEAT). Under the current $200,000 agreement with the County, the HEAT Team, via Abode Services, began providing homeless outreach, assessment, and street-based case management services in March 2021. The HEAT Team performs outreach throughout Milpitas to engage and provide resources to the City’s unhoused residents. The HEAT Team conducts assessments to enable more unhoused Milpitas residents to be enrolled into the County’s community queue, which provides housing referrals to County-funded housing programs for placement into housing.

From March through December 2021, the HEAT Team conducted assessments for 119 unhoused Milpitas residents. Since services began, the HEAT Team’s outreach and assessment of clients has increased the number of Milpitas clients that have been assessed and that are in the community queue, leading to more Milpitas clients being housed or being in the process to be housed. 826
Item # 20.

For instance, during the contract period, a total of 32 unhoused residents in Milpitas have been referred to a housing program thus far. While this is not a performance measure in the agreement with the County, it demonstrates the benefit of increasing the assessments. The following highlights the current status of the 32 unhoused individuals referred to a housing program.

 7 clients have been permanently housed.
 7 clients are in housing search looking for an apartment.  8 clients are working on apartment applications with the County’s Client Engagement Team for permanent housing.
 10 clients have been referred to housing but have not yet been located by outreach workers.

The funding for this initial year of services will be expended by the end of this fiscal yar. Given the major outreach and assessment effort completed in the first year of services, staff anticipates requiring reduced funding for ongoing services. Staff is requesting Council consideration of three potential options:

1. An allocation of $100,000 of ARPA funding to continue current services. This level will fund approximately one full-time outreach worker for Milpitas.

2. A potential allocation of $50,000 will fund approximately a 0.5 FTE. This will increase the response time for City referrals and decrease the City’s flexibility to make requests at any time.

3. If the City chooses not to contract with the County for enhanced outreach services, the County will continue to provide these services but Milpitas referrals will be considered as part of County wide referrals, without an expedited response time or any reporting. Instead of the City making Milpitas referrals directly to Abode Services through the streamlined process the City established last year, the City will need to send Milpitas referrals to the County.

The County has also indicated that they are not resourced to provide monthly reports but will instead provide quarterly reports, similar to what they do for other cities. This change in frequency of reporting is proposed regardless of whether these services are funded at $100,000 or $50,000.

Another type of service the County provides cities is intensive project-based case management for permanent supportive housing. When supportive housing units in upcoming projects become available for occupancy, this type of service may be explored at $13,500 per client per year. However, staff is not recommending this service currently as new supportive housing units are not available and the level of funding required is also not sustainable.

In response to a request at the February 15 Council meeting, included below is information about other cities in Santa Clara County that have contracted with the County for outreach and/or case management.

City Contract
Amount Services
Morgan Hill $50,000 Outreach (in FY 23 this funding will be shifting to homelessness prevention) Mountain
View $585,000
Intensive Case Management for Permanent Supportive Housing ($125,000) Outreach ($60,000)
Safe Parking ($400,000)
Santa Clara $125,000 Intensive Case Management for Permanent Supportive Housing San Jose $1,000,000 Intensive Case Management for Permanent Supportive Housing

Milpitas Sustainable Neighbor Education Program ($60,000) Per Councilmember Chua’s request at the January 11 Council meeting, $60,000 of ARPA funding could be allocated to fund a Sustainable Neighbor Education Program. The purpose of this program is to support Milpitas in achieving its CAP (Climate Action Plan) goals by demonstrating how the community can utilize the 827
Item # 20.

many city-promoted and city-supported sustainability and resiliency programs to reduce GHG emissions; developing and instilling long term skills and behaviors that can be shared with neighbors, family, friends and future generations to continue a low environmental impact community; promoting “how-to” steps that work; and proving Milpitas' resilience to global trends, like climate change and pandemics.

The funding would be used to recruit up to 8 - 10 Milpitas volunteers (from different housing types) that will receive specific training and technical assistance to identify and implement a sustainability plan that can serve as a road map for various home improvements and behavioral changes that will reduce GHG emissions and resource impact. The program will provide training and support (coaching, technical assistance, and connecting to financial incentives such as rebates from SVCE or Energy Upgrade California program) over the course of participation; develop documentation (written, audio and video) of the challenges faced by each participant, coaching provided, attempts made, and failures and successes encountered. The program will highlight learnings; publish and highlight key changes that contribute to significantly lowering a resident’s GHG emissions and environmental impact through home electrification (building, appliances, products, services and behavior) and other indoor and outdoor water efficiency retrofits and encourage other Milpitas residents to learn from their neighbors and implement their own actions at home. City will also seek funding from Silicon Valley Clean Energy to augment/enhance this budget.

Estimated costs of the program:

Fellow or intern to develop and administer program $25,000 Grant/incentive for each volunteer participant of up to $2,000 each
$20,000
Outreach and education materials include video showcases that will serve as models to encourage other residents to make similar electrification/sustainability retrofits.
$15,000
Total $60,000

Parks ($350,000)
While the current ARPA Investment Plan allocates a signification amount of $4.4 million (or 26%) of the total $16.7 million Milpitas ARPA funding, there has been Council discussion about funding an additional $350,000 to complete short-time improvements for the remaining two parks that were determined to be in poor condition.

ARPA could be a funding source, albeit it may be difficult to re-allocate up to $350,000 from the existing Five Investment Areas.

Potential Re-allocation of Milpitas ARPA Programs

Since the City received its first tranche of ARPA funding in June 2021, more information, opportunities, and priorities present themselves which weren’t known when the 25 ARPA funded programs were authorized.

Accordingly, Council may want to consider re-allocation from and/or within some programs such as Main Street Revitalization, Chamber of Commerce, Accessory Dwelling Units Program, and Community Events.

Main St. Revitalization ($500,000) -- Since spring 2020, the Pilot Storefront Improvement Grant Program (See Attachment 1 for additional information) has been underway. This $50,000 program is funded by the Community Benefit Fund. The Pilot Program’s purpose is to improve the appearance of commercial storefronts to encourage economic vitality, enhance business marketability, increase property values, and attract residents, visitors, and new businesses to the enhanced business district. The Pilot Program is designed to benefit businesses located on Main Street and be a catalyst for future investment in the downtown and Main Street Revitalization. While there have been applicants and some interest in the Pilot Program, based upon the information to date, it appears the current ARPA allocation of $400,000 to Main St.

Revitalization may not be expediently deployed as intended. Council may want to consider reducing this amount to $270,000 and reallocating $70,000 to the BID study and $60,000 to the Milpitas Sustainable Program. This will allow for longer term enhancements and services on Main Street, contingent on the 828
Item # 20.

businesses agreeing to form a BID, and will play an important role in the revitalization of Main Street through infrastructure improvements, landscaping, branding and economic vitality elements. Also, this will support the City’s efforts in achieving its CAP (Climate Action Plan) goals through city-supported sustainability and resiliency programs to reduce GHG emissions

Chamber of Commerce ($200,000) – In 2021 and early 2022, the City Council met multiple times to consider ARPA funding to assist the Milpitas business community through its Economic Vitality Investment Framework.

The approved ARPA Investment Plan included $200,000 of ARPA funding for the Milpitas Chamber of Commerce (Chamber) to support local businesses through the following events and business assistance activities: Crab Feed, Art and Wine Festival, Business Workshops, and Job Fair(s).

ARPA is governed by federal rules and has rigorous reporting and compliance requirements. The ARPA Investment Plan envisioned the Chamber as a beneficiary. Unlike sub-recipients, beneficiaries do not require a competitive procurement process and the reporting requirements are less rigorous. As stated above, the Council was interested in having the Chamber use the money towards specific events and activities. Given the funding amount of $200,000 and the potential appearance of the Chamber delivering services on behalf of the City, the Chamber could be classified as a sub-recipient. This would require a competitive solicitation (with no guarantee of the Chamber receiving the funding), specific commitments on deliverables and rigorous reporting requirements. Even if the Chamber is the successful sub-recipient through a competitive procurement process, it could result in challenges around reporting given the uncertainty around the specific programs and events as described below.

Due to the pandemic’s public health and safety concerns, availability of financial and human resources, and interest by the business community, the Chamber is experiencing challenges in scheduling and implementation of previously proposed events and programs. Therefore, staff recommends the following ARPA funding modifications based on conversations with Chamber representatives:
 Chamber ARPA funding will consists of 2 tranches of $100,000 each, with flexibility for staffing resources.
 The first tranche (Year 1) will be disbursed upon execution of a grant agreement by and between the City of Milpitas and the Chamber. The second tranche (Year 2) will be contingent upon a successful first year of ARPA funding for Chamber staffing resources and be considered as part of the overall City Council ARPA funding priorities.
 ARPA funding flexibility for staffing resources will be additive and an enhancement to the current Chamber staffing.
 The additional staffing will allow the Chamber to assist local businesses that have been negatively impacted by the pandemic through various programs, initiatives and events for business resiliency and recovery.
 The Chamber will fundraise to ensure that additional staffing services levels continue after receiving the one-time ARPA funding from the City.

Since the grant award will exceed $50,000, the Chamber will be required to provide information regarding proposed objectives, outcomes, number of people served, etc. which will be outlined in the grant agreement.

Rental and mortgage assistance to low and moderate income residents ($1,200,000) The Council approved the Milpitas rental and mortgage assistance program to assist those impacted financially by COVID. Also, Council previously expressed the policy of leveraging other governmental resources with Milpitas ARPA funding. In the area of rental and mortgage assistance, various State and Federal funding sources exist. For this reason, Council may want to consider reducing this amount by up to $100,000 and reallocating up to $100,000 to continue the unhoused services with the County. This would enable the City to continue assisting the unhoused who may also have been negatively impacted by the pandemic.

829
Item # 20.

Community Events – Council approved $200,000 in ARPA funding for Community Events to support business revitalization. Funding would provide enhancements to the July 4th 2022 celebrations with the addition of a Ferris Wheel and a parade, four pop-up events related to agriculture, art walks, and camping in the park, cultural events reflective of our community such as Holi, Hoi An (Vietnamese Lantern Festival), and Día de los Muertos (Day of the Dead). $70,000 of this funding is already committed for the first year, leaving $62,000 of uncommitted funds for year 1. For all three program years, there is a total of $130,000 of uncommitted funds.

An example of an event that could be considered for funding in lieu of other community events is a 3-Day Roller Skating Summer Event, estimated at $105,000 and recently approved by Council as a priority item.

Another event that could be considered for funding could be a 3-Day Holiday Magic event in December 2022.

Uncommitted estimated costs of ARPA Community Events are:

Event Description Estimated Cost
4th of July Enhancements Ferris Wheel (3-year funding), Parade (1-year funding)

$75,000
Earth Day/Agriculture (3-year funding) $7,500
Art Walk/Project Event (2-year funding) $5,000
Camping in the Park (3-year funding) $10,500
Holi Event (2-year funding) $6,000
Lantern Festival (2-year funding) $8,000
Day of the Dead (2-year funding) $6,000
Marketing & Outreach (3-year funding) $12,000
Total $130,000

Proposed process for future changes to the ARPA Investment Plan While on August 9, Council approved funding for 25 programs in the ARPA Investment Plan and delegated authority to the City Manager to proceed with appropriation actions and contract approvals, up to the approved amount for each program approved by Council, Staff recommends an annual review of the ARPA funding allocation as a part of the annual budget development. The fiscal year 2022-23 budget development is currently underway, and Staff is requesting Council consideration of these and other priorities which may warrant ARPA funding re-allocation. This proposed process for ARPA funding would align with the citywide budget development and also maximize efficacy of budget management and service delivery.

830
Item # 20.

TABLE 1: SUMMARY OF ARPA INVESTMENT PLAN – as of January 11, 2022 (For Reference)

No. Program/Activity Proposed
Funding
FY 21-22
Funding
Estimated
Time
Community Services

1. Rent relief and mortgage assistance to low and
moderate income residents – related to pandemic
$1,200,000 $600,000 2 years

2. Social services – mental health services, services for domestic violence and abuse victims and LGBTQ
plus community, senior nutrition program
$500,000 $125,000 3 years

3. Financial assistance to low and moderate income
residents for utility payments, recreation classes, and digital access
$400,000 $100,000 3 years
4a. Beautify Milpitas program $100,000 $25,000 4 years
4b. Weed Abatement $90,000 $90,000 1 year

5. Pilot curbside trash pickup program $85,000 $85,000 3 months Subtotal $2,375,000 $1,025,000

Economic Vitality

6. Small business assistance – related to pandemic $1,500,000 $1,500,000 1 year

7. Assistance to hotels $200,000 $200,000 1 year

8. Accessory Dwelling Unit program $1,290,000 $500,000 3 years

9. Main Street Revitalization $500,000 $250,000 2 years

10. Community events $200,000 $100,000 2 years

11. Financial assistance to the Chamber of Commerce $200,000 $100,000 2 years

12. Workforce development $300,000 $150,000 2 years

13. Limited term Economic Development Specialist
position
$330,000 $165,000 2 years
Subtotal $4,520,000 $2,965,000

Infrastructure

14. Parks Rehabilitation $4,386,815 $2,000,000 4 years

15. Public Safety Facilities’ Rehabilitation $250,000 - 1 year (FY 22-23)

16. Mobile Emergency Operations Center (in lieu of
COVID Safe Facilities Improvements)
$375,000 $375,000 1 year
Subtotal $5,011,815 $2,375,000

Public Safety

17. Public Safety staffing (funding for 2 Police and 4 Fire positions for one year)
$1,200,000 $800,000 2 years

18. Fire Vehicles (fire pumper) $920,000 $920,000 1 year

19. Implementation of High Priority Emergency
Management Program Assessment Study
$200,000 $100,000 2 years

20. Virtual Reality Simulator Training Equipment $50,000 $50,000 1 year Subtotal $2,370,000 $1,870,000

Technology

21. Human Resources Information System $1,100,000 $100,000 TBD

22. Financial Management System $100,000 $100,000 1 year

23. Cybersecurity programs and training $300,000 $100,000 4 years

24. Technology infrastructure $610,000 $320,000 4 years Subtotal $2,110,000 $620,000
Recommendations for Unassigned Allocation

25. ARPA Funds Administration $350,000 $100,000 4 years Subtotal $350,000 $100,000

Grand Total $16,736,815 $8,955,000
831
Item # 20.

Policy Alternative:

Alternative 1: Do not approved the proposed process for future changes to the ARPA Investment Plan.

Pros: Provides additional flexibility to change the ARPA Investment Plan.

Cons: As ARPA funds are expended for the various programs and projects, it will not be efficient or at times even feasible to continue to re-allocate funding.

Reason for not Recommending: Considering any re-allocation of ARPA funding through the budget process will allow Council to consider the funding in the context of all priorities. This process will also allow for more efficient use of staff time.

Fiscal Impact:

The ARPA allocation to the City is in the amount of $16,736,815. Re-allocation of funding does not impact the total ARPA revenue and/or appropriation. Leveraging ARPA funding for priorities that may otherwise have to be funded by the General Fund or other Funds could allow for other additional services and programs to be funded.

California Environmental Quality Act:

This item is not a Project under CEQA in accordance with CEQA Guidelines Section 15061(b)(3) (Common Sense Exemption) as it can be seen with certainty that a general discussion of funding priorities by the City Council will not have a significant effect on the environment. Further, the item is also not a Project pursuant to CEQA Guidelines Section 15378(b)(2) as an administrative activity which is defined in the CEQA Guidelines to include the purchase of supplies and personnel related actions. It is further exempt under CEQA Guideline 15378(b)(4) as it is a government fiscal activity that does not involve a commitment to any specific project which may result in a potentially significant physical impact on the environment. Although the use of funding will be discussed for various potential projects, future environmental analysis will be conducted for the various potential projects prior to the City making any commitment or approval of any project, or it is covered by the CEQA Guideline 15061(b)(3) and/or 15378(b)(2).

Recommendations:

1. Consider Council priority items for American Rescue Plan Act (ARPA) funding and provide direction to staff on any required modifications to the ARPA Investment Plan to allow for the additional allocation

2. Review and provide input to staff on proposed process for future changes to the ARPA Investment Plan

Attachments

1. Storefront Grant Program
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Item # 20.

Attachment 1 - Storefront Improvement Grant Program

In Spring 2020, the Office of Economic Development launched the Pilot Storefront Improvement Grant Program with $50,000 from the Community Benefit Fund. The Pilot Program’s purpose is to improve the appearance of commercial storefronts to encourage economic vitality, enhance business marketability, increase property values, and attract residents, visitors, and new businesses to the enhanced business district. The Pilot Program is designed to benefit businesses located on Main Street and be a catalyst for future investment in the downtown and Main Street Revitalization. Eligible improvements include, but are not limited to paint, lighting, signage, awnings, windows, outdoor seating/dining, landscaping, benches, and historic architectural features.

Staff has entered into a contract with Architectural firm William Maston and Associates to assist applicants with design services. Staff has marketed one grant at $15,000 including design services, and a second grant at $20,000 grant, which does not include design services but instead allows the applicant to utilize $5,000 for an Architect of their choosing for the required permit and design plan set.

Due to the limited nature of the Pilot Program, staff targeted smaller buildings with one to three businesses located along Main Street. Outreach was conducted to businesses and property owners including Neeka Corporation, Tequila Shots, Red Chillies, The Best Sandwiches, and Reiki Energy Healing/Black Cat Comics.

The property owner of 167 and 187 South Main Street, where Red Chillies and The Best Sandwiches reside, submitted the Pilot Program’s first application in August 2021. There is a current proposal to design and build a shared outdoor dining area between the two restaurants to create a festive and safe destination to dine outdoors during the pandemic and beyond. The applicant will receive up to $15,000 in grant funding and design services from the Architect retained by the City and will be required to pay for up to 25% of the overall improvement costs.

The architectural team will provide design sketches, as-builts, and guide the applicant through the City’s permitting process. Staff has met several times with the business and property owners, Architect, and other City staff from Planning, Building Safety, and Fire Departments to analyze the site and work through any anticipated issues. Preliminary drawings have been prepared and staff is currently collaborating on solutions for meeting minimum parking and accessibility requirements.

While staff received one grant application in 2021, other property and business owners expressed interest in the Pilot Program, but shared concerns related to the pandemic, future tax increases due to improved properties, and inability to get property owners’ consent for improvements.

To start marketing the second Pilot Program grant project without design services, as well as garner interest in the future ARPA funded Storefront Improvement Grant Program, staff conducted in-person outreach to approximately a dozen property and business owners along Main Street on January 28, 2022. As a result of the recent outreach, staff has received interest from five additional property and business owners to participate in the grant program. They include Seema Beauty Salon, Bombay Chaat House, Gurus of Dance, NPS Medical Clinic and 833
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Olinger’s Real Estate. Each interested party has received a flyer, Program Guidelines and Application. On February 8, 2022, staff received an application from Seema Beauty Salon, a property and business owner. Based on the recent strong interest, staff anticipates receiving several completed applications soon.

To continue spurring Main Street revitalization through ARPA investment, staff recommends the following Storefront Improvement Grant Program structure:

Level 1 Grants: Up to $15,000 for the following improvements: paint, landscaping, and signage.

Level 2 Grants: Up to $25,000 for the following improvements: lighting, awnings, outdoor seating and dining, benches, windows, historic architectural features, and more.

In addition to the grant amount, grantees will receive design services from an architectural firm obtained via a Request for Proposals (RFP) at a contract amount of not to exceed $75,000. The design services will consist of conceptual drawings and guiding applicants through the City's permitting process. Taking into consideration number of potential applicants, staff capacity, and the ability to complete the projects within the deadlines required by ARPA, staff is recommending that the ARPA funded grant program could include five Level 1 Grants of up to $15,000 each, six Level 2 Grants of up to $25,000 each and design services for a total grant program amount of $300,000.

The completion of these projects will help create placemaking and the pedestrian-scale appeal that is desired along Main Street. Presently, staff continues to implement the Pilot Storefront Improvement Grant Program and will apply any lessons learned and necessary changes to the ARPA-funded Storefront Improvement Grant Program to best set up business and property owners for success.

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CITY OF MILPITAS

AGENDA REPORT
(AR)

Item Title: Consider resolution to adopt Draft Goals and Performance Measures to provide a framework for evaluating potential City participation in middle-income workforce housing projects; and consider proposal to convert the Turing Apartments to low, median, and moderate income-housing with housing bonds from the California Statewide Communities Development Authority Community Improvement Authority (Authority).

Category: Community Development

Meeting Date: 3/1/2022
Staff Contact: Ashwini Kantak, Assistant City Manager, 408-586-3053 Recommendations: 1. Consider resolution to adopt Draft Goals and Performance Measures to provide a framework for evaluating potential City participation in middle-income workforce housing projects, with revisions as directed by the Council;

2. Consider proposal to convert the Turing Apartments located at 1355 McCandless Drive to low, median, and moderate-income housing; and

3. Consider resolution to authorize the City to become a member of the Authority and the City Manager to execute the Recommended Public Benefit Agreement as amended by the City Council.

Background
On November 1, 2021, the City Council directed staff to return with a framework and goals for evaluating the Turing Apartments proposal as well as future middle-income workforce housing proposals that may be considered by the Council; and to work further with the Project Team (California Statewide Communities Development Authority Community Improvement Authority (“Authority”), Waterford Property, and Lyon Living) to resolve identified concerns consistent with the framework and goals. The Council further authorized staff to require the project proponent to fund additional work by staff, consultants, and City Attorney to complete the evaluation of the proposal.

On February 15, 2022, the City Council considered the Draft Goals and Performance Measures to provide a policy framework for evaluating middle-income workforce housing proposals. Additionally, the Council further considered the proposal from the Project Team to purchase and convert the Turing Apartments into low, median, and moderate-income housing (“Project”). Outstanding concerns were discussed, including level of affordability, financial and legal risks to the City, bond structure, refinancing, capital improvement assessments, and payment of City fees (Host, Infrastructure, and Monitoring Fees). The Council continued the item to March 1, 2022, to allow further discussion with the Project Team to clarify or resolve these concerns. The February 15th agenda report (Attachment 1) provides an evaluation of these concerns and other pertinent issues regarding the Project. Attachments to the agenda report are available by clicking this link.

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Analysis
Policy Framework: Draft Goals and Performance Measures
As directed by the Council, staff has prepared Draft Goals and Performance Measures (Attachment 2) that provide a policy framework for evaluating middle-income workforce housing proposals. This framework incorporates the staff and consultant recommendations that were previously approved by the Council on November 1st and address affordability considerations, financial considerations, level of capital investment, and transparency and oversight. The Draft Goals and Performance Measures are not specifically prepared for the Turing proposal and are intended to provide a policy framework for evaluating other Authority or similar housing proposals that might be presented to the City. Staff continues to recommend adoption of the Draft Goals and Performance Measures with amendments as directed by the Council.

Draft Public Benefit Agreement
Attachment 3 provides the latest version of the Draft Public Benefit Agreement (PBA) that incorporates all the revisions agreed to date by the Project Team. This latest PBA also highlights amendments and revisions recommended by staff that have not been accepted by the Project Team (deletions in strike- out, additions and amendments in blue). Most of these revisions were presented to the Council at its February 15th meeting. If the Council decides to move forward with approving the PBA, in addition to the amendments agreed upon between the City and Project Team, staff recommends Council consideration of and direction on the proposed additions and amendments in the PBA.

Turing Latest Amendments to Project Proposal
Since the February 15th Council meeting, the Project Team has proposed or accepted amendments to the PBA between the City and Authority to respond to concerns discussed at the Council meeting.

Agreed upon amendments since the February meeting include the following items:

1. Affordability Covenant: The affordability terms for the Project will be contained in the Regulatory Agreement. The PBA will include language that any proposed changes to the affordability covenants in the Regulatory Agreement will require the consent of the City. (Section 10)

2. City Host Fee: Terms for payment of the Host Fee will be included in the Indenture Agreement. The Indenture is between the Authority and Bond Trustee and governs the bond issuance and contains terms for project management and repayment of the bonds. The Indenture will require the annual Host Fee to be paid before payment of operating expenses and annual fees to the Authority or Project Administrator. (Section 14.l)

3. Infrastructure Fee (Community Facility District (CFD) 2008-1): The PBA commits the Project to payment of the annual special tax, with annual increase based on the Consumer Price Index (CPI) even if the property may be determined to be exempt from the special tax in the future. (Section

14.m)

4. Property Needs Assessment: This assessment will be prepared every five years during the bond period (previously ten years). (Section 14.o)

5. Refinancing: The City’s consent will be required on any proposed refinancing that would increase the debt or extend the term of the of the bond. Further, no additional debt can be incurred without City consent unless required for to fund capital improvements, and no additional debt is allowed for a “cash out” payment to Owner, Program Administrator, or Project Manager. (Section 14.r).

6. Additional Insured: The City will be included as an additional insured on insurance policies for the Project to the extend allowed by the insurer. (Section 14.s)

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Although substantial agreement has been reached on the items above, some changes are recommended to mitigate City risk and potential financial impact in the future.

Recommended PBA Provisions to Mitigate City Risk and Potential Financial Impact The above revisions address some of the Council’s issues and concerns, but other proposed provisions have not been accepted by the Project Team. Staff reviewed the outstanding provisions that were previously discussed with the Council on February 15th and identified essential amendments and additions that should continue to be included in the PBA if the Council decides to approve the Project (Attachment 3). Attachment 4 lists these essential PBA amendments and additions, which pertain to issues that directly impact the City such as financial and legal risks and the City’s future purchase option. For each issue, the relevant goal is cited from the Draft Goals and Performance Measures, and the risks or consequences to the City are summarized if the provision is not included in the PBA. A summary of the outstanding issues staff is recommending be addressed in the PBA include:

A. Financial Risk to City

1. Definition of “Indenture” – Paydown of Bond Principal

2. Infrastructure Fee (City CFD special tax) - $275,693 (2022) with annual CPI increase

3. City Monitoring Fee – starts at $37,100/year and increases by 2%

4. Limits on Project Refinancing

B. Repurchase Option

1. Terms of Conveyance

2. Property Needs Assessment

C. Legal Risk to City

1. Indemnification

2. Defaults and Remedies

D. Affordability

1. Inconsistent Provisions

2. Rent Reductions to Existing Tenants

Key Changes to Previously Offered Items

Rent Reduction for Existing Qualified Tenants
One significant change in the latest proposal from the Project Team pertains to the rent reduction for existing qualified tenants. It was previously represented that existing qualified tenants would receive a rent reduction of 10-18% based on household income and that this provision would be included in the Regulatory Agreement. This public benefit was a significant factor for justifying the City become a member of the Authority and approve the PBA. The Project Team now indicates that these terms can no longer be included in the Regulatory Agreement due to bond underwriting constraints and changing financial conditions that affect the ability to market the bonds to investors. Existing tenants might qualify for a potential rent reduction if they meet the income limits for a moderate, median, or low-income household, but there is no certainty of rent reductions given the proposed maximum allowable rents for the Project.

Since rent reductions have been a central feature of the Project proposal from the Project Team, staff continues to recommend including a rent reduction provision for existing qualified tenants in the PBA and Regulatory Agreement. This provision is highlighted in Section 14.s of the PBA.

Childcare Facility
Additionally, the PBA does not include a provision that commits to establishing a childcare facility in the Project. Lyon Living, which will continue to own the commercial portion of the project, submitted a letter at the February 15th Council meeting (Attachment 5) that updates their efforts to lease space to a 837
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childcare operator. Currently, there is no assurance that a childcare facility will be provided on the property.

Previously Recommended PBA Provisions
Several previously recommended provisions have been removed from the latest version of the PBA for the purpose of focusing on issues that would have the most direct impact on the City’s financial and legal risks based on the concerns expressed by the Council. Although staff has deleted these items from the proposed PBA, they are recommended to be included in PBAs for any future similar projects considered by Council. These items continue to be declined by the Project Team and consist of the following:

1. Affordability Covenant: While deeper affordability levels and lower maximum rents for the Project have been recommended by staff, the affordability provisions for existing and future tenants are included in the Regulatory Agreement and not in the PBA. These provisions include setting the affordability level to include 40% of units serving low-income household (80% or below average median income (AMI)), 20% of units serving median income households (81-100% AMI), and 40% of units serving moderate-income households (101-120% AMI). The Regulatory Agreement also caps annual rent increases to four percent or as allowed by HUD, whichever is less.

2. Annual Project Reports: Submittal of annual reports to the City for project monitoring continue to be included in the PBA; language regarding administrative provisions for independent assessments and City approval authority has been removed.

3. Local Preference Policy: A provision has been added to the Regulatory Agreement that agrees to develop a local preference program for Milpitas teachers and school district with City direction.

Fiscal Impact
The latest proposal from the Project Team commits to paying the annual Host Fee and CFD special tax with annual increases as prescribed in the PBA. The Host Fee will also be referenced in the Indenture Agreement with requirement that the fee must be paid before operating expenses and administrative fees. However, the Project Team has continued to decline paying a Monitoring Fee to cover ongoing City administrative costs for oversight of the Project as the Host participant in the PBA.

California Environmental Quality Act
The project consists of adoption of a policy framework with goals and performance measures for evaluating potential City participation in acquiring and converting existing residential projects to middle- income workforce housing. The project also includes authorizing the acquisition and financing of an existing residential project with Authority tax-exempt government bonds. Both actions do not include or require any physical alteration or expansion of the residential project. The City finds that the project is not subject to the California Environmental Quality Act (CEQA) pursuant to Section 15061 of the CEQA Guidelines because it can be seen with certainty that there is no possibility that the project will have a significant effect on the environment.

Recommendations:

1. Consider resolution to adopt Draft Goals and Performance Measures to provide a framework for evaluating potential City participation in middle-income workforce housing projects, with revisions as directed by the Council;

2. Consider proposal to convert the Turing Apartments located at 1355 McCandless Drive to low, median, and moderate-income housing; and
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Item # 21.

3. Consider resolution to authorize City to become a member of the Authority and the City Manager to execute the Recommended Public Benefit Agreement with amendments as directed by the City Council.

Attachments

1. Council Agenda Report, February 15, 2022, Attachments

2. Resolution for Adoption of Goals and Performance Measures

3. Resolution for Authority Membership and Recommended Public Benefit Agreement

4. Public Benefit Agreement: Discussion of Issues

5. Lyon Living letter, February 15, 2022
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Attachment # 1

Council Agenda Report, February 15, 2022, Attachments
https://www.ci.milpitas.ca.gov/_pdfs/council/2022/021522/Re gular%20Meeting%20of%20the%20Milpitas%20City%20Council
%20Packet%20Document.pdf
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38077.00100\34806628.2
RESOLUTION NO._______________

RESOLUTION APPROVING A SET OF GOALS AND PERFORMANCE

MEASURES FOR EVALUATING CITY PARTICIPATION IN MIDDLE -

INCOME WORKFORCE HOUSING PROPOSALS
WHEREAS, the City of Milpitas (the “City”), has been approached by the California Statewide Community Development Authority / Community Improvement Authority (Authority) to participate in a middle-income housing project involving an existing multi-family project in the City; and
WHEREAS, in advance of the City’s anticipated role in reviewing and approving this project and future income -based housing projects, the City Council desires to establish a set of Goals and Performance Measures for the purpose of uniformly evaluating and regulating City participation in these types of projects; and
WHEREAS, City staff have prepared a set of Goals and Performance Measures, attached hereto as Exhibit A, that provide a policy framework for evaluating middle -income workforce housing proposals, intended to apply to the current Authority project, as well as future Authority or similar housing projects by other entities; and
WHEREAS, these Goals and Performance Measures are intended to identify such factors as “affordability considerations,” “transparency and oversight,” “financial considerations,” and “level of capital investment” to guide the City Council in making a fair and balanced assessment of all middle-income workforce housing proposals it may consider; and WHEREAS, it is in the public interest and for the public benefit that the City Council adopt these Goals and Performance Measures for the aforesaid purposes.

NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL AS
FOLLOWS:

Section 1. The foregoing recitals are true and correct.

Section 2. The City hereby adopts the Goals and Performance Measures for evaluating potential City participation in middle -income workforce housing projects, in the form attached hereto as Exhibit A.

Section 3. The adoption of this Resolution shall not obligate the City or any department thereof to (i) provide any financing to acquire or construct any housing project or any refinancing of any housing project; (ii) approve any application or request for or take an y other action in connection with any planning approval, permit or other action necessary for the acquisition, construction, rehabilitation or operation of any housing project.

Section 4. This resolution shall take effect immediately upon its passage.

ADOPTED by the City Council of the City of Milpitas at a regular meeting of the City Council held on the _____ day of February 2022, by the following vote:

ATTACHMENT 2
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38077.00100\34806628.2

2 AYES:

NOES:

ABSTAIN:

ABSENT:

_________________________________________
Mayor

ATTEST:

___________________________________
City Clerk
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38077.00100\34806628.2

SIGNATURE PAGE FOR JPA AGREEMENT

IN WITNESS WHEREOF, the CITY OF MILPITAS has caused this Agreement to be executed and attested by its duly authorized representatives as of the ___ day of February, 2022.

Additional Member:

CITY OF MILPITAS

By
Name:

Title:

ATTEST:

__________________________________
Clerk

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38077.00100\34806628.2

EXHIBIT A:

Goals and Performance Measures for Evaluating City Participation in Middle-Income Workforce Housing Proposals

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Attachment 2
1 City of Milpitas
Framework for Evaluating
City Participation in Middle-Income Workforce Housing Proposals

DRAFT GOALS AND PERFORMANCE MEASURES

GOAL A: AFFORDABILITY LEVEL
Project will primarily serve Moderate Income Households during the entire bond period.

Performance Measures:

A1. Housing units will be below market-rate and affordable to Moderate-Income Households earning 81-120% average median income (AMI), as defined by the California Department of Housing and Community Development (HCD) maximum household income and rent limits for Santa Clara County. Units for Low-Income Households (80% AMI or below) as defined by HCD are also encouraged.

A2. Maximum rents shall be based on Moderate Income Households paying a maximum of the 30% of their gross household income for housing costs consisting of rent and utility expenses paid by tenants.

GOAL B: RENT INCREASES
Rent increases will be limited to maintain the affordability of the project for primarily Moderate Income Households during the entire bond period.

Performance Measures:

B1. Annual rent increases will not exceed 4% or the annual allowable percentage rent increase established by federal Department of Housing and Urban Development (HUD), whichever is lower.

B2. Owner or Property Administrator agrees to submit proposed rent increases for City review and approval that verifies affordability requirements/covenants will continue to be maintained. City will be allowed 30 days to review and approve the rent increase proposal.

AFFORDABILITY CONSIDERATIONS
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Attachment 2
2 B3. Owner or Property Administrator agrees to submit an annual report to City that certifies and confirms that affordability covenants, including rent increases, comply with HCD standards for affordability to Moderate Income Households.

GOAL C: EXISTING TENANTS
Existing project tenants will not be displaced by the public benefit, regulatory, or other agreements.

Performance Measures:

C1. Non-Qualified Tenants (exceeding 120% AMI per California Tax Credit Allocation Committee (CTCAC) standards) will be allowed to remain in unit paying market rents until they choose to move out.

C2. Qualified Tenants (120% AMI or below per CTCAC standards) will be allowed to benefit from a minimum 10% reduction in current project market rents.

GOAL D: LOCAL PREFERENCE POLICY
A preference program will be established for qualifying residents and employees with a primary work location in the City of Milpitas.

Performance Measures:

D1. Subject to City review and approval, Owner or Property Administrator agrees to establish and administer a tenant preference program with administrative guidelines, marketing plan, and screening procedures that define benefiting households and employees. Confirm compliance with state and federal fair housing regulations.

D2. Priority will be provided to qualifying teachers and administrative, maintenance, and support staff that are employed by the Milpitas Unified School District or other public education institution with a Milpitas job location.

GOAL E: REGIONAL HOUSING NEEDS ALLOCATION (RHNA) CREDIT Projects will qualify for full or partial RHNA credit, if feasible.

Performance Measures:

E1. Project complies with AB 787 criteria for full or partial RHNA credit:
a. No existing units affordable to very low, low, or moderate-income households; b. Affordable to moderate income households for 55 years; c. At least 10% reduction in average monthly rents from previous 12 months; d. Rents based on 100% AMI established by CTCAC;
e. Units in decent, safe, and sanitary condition;
f. Project not acquired by eminent domain;
g. Government monitoring program established to ensure affordability and occupancy by qualifying households; and
h. A public entity shall hold an assignable right to purchase development. 846
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Attachment 2
3 GOAL F: QUALIFICATIONS OF PROJECT TEAM
Project will be owned and managed by a highly experienced and reputable Property Administrator and Property Manager.

Performance Measures:

F1: Property Administrator demonstrates a minimum of ten years of extensive expertise and financial capability in financing, developing, and managing at least 5,000 units of comparable market-rate and affordable (income and rent restricted) residential projects in California.

F2. Property Manager demonstrates a minimum of ten years of extensive financial and operations experience managing a portfolio of at least 5,000 units of comparable market-rate and affordable (income and rent restricted) residential projects in California, including administering local preference programs.

GOAL G: CITY EVALUATION OF PROPOSALS
Proposals will be evaluated for compliance with Goals and Performance Measures with professional and technical assistance as necessary.

Performance Measure:

G1. Project proponent deposits funds as determined by the City to retain independent financial, economic. and/or property management consultants to analyze the proposal and provide findings and recommendations on affordability terms, cashflow analysis, pro forma, property condition assessment, capital improvement needs, bond/financing structure, administrative fees, and draft agreements.

GOAL H CITY REVENUES
City participation will not result in a loss of City property taxes, special taxes, or property tax in lieu of vehicle license fees (PTILVLF).

Performance Measures:

H1. Project will fully backfill the City's any lost property tax and PTILVLF revenues through an upfront and/or annual payment of a Host Fee to the City with an annual increase of 2%. Host Fee shall be based on the post-sale assessed valuation of the property.

H2. Host and other applicable City fees will be paid before operating expenses, administrator fees, debt service (bond principal and interest), and any bond reserve fund deposits, and will be paid from other sources if operating revenue is insufficient to meet this obligation.

H3. For mixed used projects, property taxes pertaining to the non-residential portion of the property will continue to be paid.

FINANCIAL CONSIDERATIONS
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Attachment 2
4 H4. Where applicable, an annual Infrastructure Fee will be paid equivalent to City special taxes pertaining to inclusion in a community facilities district or assessment district with annual increase as specified.

GOAL I. PROJECT FINANCIAL VIABILITY
Project demonstrates positive cashflow and ability to fully cover its debt service and operating expenses during the bond or agreement period to reduce financial risks and assure long-term viability.

Performance Measures:

I1. Through consultation with an independent real estate or economic consultant, income and expense assumptions conservatively reflect historical trends for residential projects in Milpitas or Santa Clara County.

J2. Project Condition Report demonstrates a minimum 1.0 Debt Coverage Ratio (DCR) during the entire bond period with rental income based on conservative assumptions and the affordability goals and performance measures in Goals A and B.

I3. Cash flow analysis and pro forma demonstrates ability to cover amortized principal and interest payments during the bond term based on conservative assumptions.

GOAL J: CITY FINANCIAL RISK/BOND STRUCTURE
The financing plan and bond structure for the project is sound and consistent with industry standards for multi-family revenue bonds and reduces City risks and liability.

Performance Measures:

J1. A minimum of 25% of the aggregate principal within 10 years of the bond issuance; bond term will not exceed 35 years.

J2 Bonds will be optionally redeemable within 10 years of issuance with call premium consistent with investment grade municipal bonds.

J3 Bond principal redemption will be mandatory and paid under the same lien position as bond interest payments.

J4 Administrator fees will be paid after payment of bond interest and principal, any bond reserve fund deposits, and payable with annual excess cashflow only.

J5 Bond issuance fees and expenses will be in line with other similar middle income housing programs in California.

J6. Bond issuer will notify the City of any material changes to the project during the bond term, including updates to cashflow analyses or pro formas as needed.

J7. Public Benefit Agreement or Regulatory Agreement includes indemnification clause that limits the City’s liability and exposure at the Project Host and program participant.
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Attachment 2
5 J8. City will be entitled to 100% of the property’s reversion value at the end of the bond term, without any obligation to share any proceeds to other taxing entities.

GOAL K: REFINANCING/ADDITIONAL DEBT
City will have the authority to approve any refinancing, restructuring, or issuance of additional debt.

Performance Measure:

K1. Public Benefit Agreement, Regulatory Agreement, and/or Indenture includes provisions that stipulate the City's approval authority for any debt refinancing, restructuring, or issuance of additional debt or encumbrances during the bond term.

GOAL L: CAPITAL IMPROVEMENTS
Capital improvement needs for the project are fully identified and funded for the entire bond or agreement period.

Performance Measures:

L1. Capital improvement and replacement needs with estimated costs are determined that cover the entire bond period.

L2. Project Condition Report (pro forma or cash flow analysis) demonstrates that capital improvement and replacement costs will be covered by project reserves and operating income during the entire bond period.

L3. An updated capital improvement assessment will be prepared at least every five years, or sooner if requested by the City, that assesses the capital needs and expenses for the project during the remaining bond term and the sufficiency of reserve funds and operating income.

L4. Owner or Property Administrator agrees to fund an independent consultant approved by the City to prepare the capital improvement assessment and agrees to adjust reserve funds to cover revised capital costs for the project, if necessary.

GOAL M: CITY ENFORCEMENT AUTHORITY
City will have enforcement authority over management of the project to ensure compliance with goals and performance measures during the bond or agreement period.

Performance Measures:

M1. Public Benefit Agreement or Regulatory Agreement cites the City’s authority and remedies to enforce compliance with the housing affordability requirements.

LEVEL OF CAPITAL INVESTMENT

TRANSPARENCY AND OVERSIGHT
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Attachment 2
6 M2. Public Benefit Agreement or Regulatory Agreement defines the City’s enforcement abilities, remedies, consequences, and resolution process if, upon review of annual certification and reports, project operations or responsible parties are found to be out of compliance with agreements.

GOAL N: MONITORING AND REPORTING
City will be provided with regular reports regarding the financial and operational performance of the project during the bond or agreement period for project monitoring.

Performance Measures:

N1. Certification: Owner or Property Administrator agrees to submit to the City an annual Certificate of Continuing Program Compliance for the project.

N2. Property Financial, Management, and Maintenance Reports: Owner or Property Administrator agrees to submit an annual report to the City that describes the project operations and finances, including but not limited to:
a. Rent roll and rent increases;
b. Vacancy rate;
c. Operating income and expenses;
d. Cashflow projection, operating funds, and reserves; e. Bond interest and redemption payments and all bond specific payments; f. Completed and planned capital improvements and replacements; and g. Documentation on the general condition of the Project.

N3. Independent Review: City reserves the right to require the property owner to fund an independent property and/or financial management consultant to review the reports required under G2 and provide an assessment of the project based on industry standards and best practices for management of residential property.

N4. Monitoring Fee: Owner or Project Administrator agrees to submit to City an annual monitoring fee to cover City staff costs for project oversight and monitoring, with provision for an annual fee increase.

GOAL O: PROJECT ADMINISTRATION AND MANAGEMENT
Project proponent demonstrates to the City that the project will comply with best real estate practices for management of residential property.

Performance Measures:

O1. Owner or Property Administrator agrees to submit the following plans for City review and approval prior to execution of PBA: Tenant Selection Plan, with screening and qualification procedures; Local Preference Policy (per Goal D); Maintenance Plan; Property Management Plan, including staffing; and Marketing Plan.

O2. City will have the authority to review and approve the selection of any replacement Property Administrator or Property Manager that may be proposed during the bond period, including new or revised agreements pertaining to the replacement company. 850
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RESOLUTION NO._______________

RESOLUTION APPROVING, AUTHORIZING AND DIRECTING

EXECUTION OF A JOINT EXERCISE OF POWERS AGREEMENT

RELATING TO THE CSCDA COMMUNITY IMPROVEMENT
AUTHORITY, AND THE FORM OF A PUBLIC BENEFIT AGREEMENT;

AND APPROVING THE ISSUANCE OF REVENUE BONDS BY THE

AUTHORITY FOR THE PURPOSE OF FINANCING THE ACQUISITION,

CONSTRUCTION OR IMPROVEMENT OF A PROJECT
WHEREAS, pursuant to Chapter 5 of Division 7 of Title 1 of the Government Code of the State of California (the “Act”), certain public agencies (the “Members”) have entered into a Joint Exercise of Powers Agreement Relating to the CSCDA Community Improvement Authority, dated as of October 15, 2020 (the “Agreement”), in order to form the CSCDA Community Improvement Authority (the “Authority”), for the purpose of promoting economic, cultural and community development, and in order to exercise any powers common to the Members or granted by the Act, including by the issuance of bonds, notes or other evidences of indebtedness; and WHEREAS, the City of Milpitas (the “City”), has determined that it is in the public interest and for the public benefit that the City become an Additional Member of the Authority pursuant to Section 12 of the Agreement in order to facilitate the promotion of economic, cultural and community development activities in the City, including the financing of projects therefor by the Authority; and
WHEREAS, the Agreement has been filed with the City, and the members of the City Council of the City (the “City Council”) , with the assistance of its staff, h ave reviewed said document; and
WHEREAS, the Authority is authorized to issue and sell revenue bonds for the purpose, among others, of financing or refinancing the construction, acquisition and rehabilitation of capital projects; and
WHEREAS, among project s that may be financed by the Authority, the Authority proposes to issue from time to time its governmental purpose revenue bonds (the “Bonds”) to finance the acquisition, construction, development and certain related costs of a multifamily housing development within the City known as “ Turing at the Fields Apartments” and located at 1355 McCandless Drive, Milpitas, California 95035 (the “Project”); and WHEREAS, the Authority proposes to grant to the City in connection with the financing of the Project the right to cause the Authority to sell such Project, starting upon the date fifteen (15) years from the issuance of the Bonds pursuant to a Public Benefit Agreement (the “Public Benefit Agreement”), by and between the Authority and the City, the form of which is attached hereto as Exhibit A; and
WHEREAS, it is in the public interest and for the public benefit that the City Council approve the issuance of the Bonds by the Authority for the aforesaid purposes; ATTACHMENT 3
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2 NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL , AS FOLLOWS:

Section 1. The foregoing recitals are true and correct.

Section 2. The City hereby requests to become an Additional Member of the Authority pursuant to Section 12 of the Agreement. The Agreement is hereby approved and the Mayor or the designee thereof is hereby authorized and directed to execute said document, and the City Clerk or such Clerk’s designee is hereby authorized and directed to attest thereto.

Section 3. The proposed form of Public Benefit Agreement attached hereto as Exhibit A is hereby approved. In connection with the Project, the City Manager or the designee thereof is hereby authorized and directed to execute an agreement in substantially said form, with such changes therein as such officer executing the same may require or approve, such approval to be conclusively evidenced by the execution and delivery thereof. It is the in tent of this Resolution that the City Manager or the designee thereof be empowered to approve any changes to the form of Public Benefit Agreement submitted to this meeting, whether or not such changes may be deemed material, including any changes to any re lated documents, without the need of returning to City Council, unless the changes are to the timing or pricing of sales of the Project that the City may cause the Authority to undertake and are materially adverse to the interests of the City.

Section 4. The City Council hereby approves the issuance of Bonds by the Authority to finance the Project within the City from time to time . For the avoidance of doubt, any future issuance of bonds by the Authority to finance the acquisition, construction, development and certain related costs of other multifamily housing developments within the City shall be subject to approval by the City Council.

Section 5. The issuance of Bonds shall be subject to the approval of the Authority of all financing documents relating thereto to which the Authority is a party. The City shall have no responsibility or liability whatsoever with respect to the Bonds.

Section 6. The adop tion of this Resolution shall not obligate the City or any department thereof to (i) provide any financing to acquire or construct any Project or any refinancing of any Project; (ii) approve any application or request for or take any other action in connection with any planning approval, permit or other action necessary for the acquisition, construction, rehabilitation or operation of any Project; (iii) make any contribution or advance any funds whatsoever to the Authority; or (iv) except as provided in this Resolution, take any further action with respect to the Authority or its membership therein.

Section 7. The executing officers(s), the City Clerk and all other proper officers and officials of the City are hereby authorized and directed to execute such other agreem ents, documents and certificates, and to perform such other acts and deeds, as may be necessary or convenient to effect the purposes of this Resolution and the transactions herein authorized.

Section 8. The City Clerk shall forward a certified copy of this Resolution and an originally executed Agreement to the Authority:
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Item # 21.
3 CSCDA Community Improvement Authority
1100 K Street, Suite 101
Sacramento, California 95814
Attention: Chair

Section 9. This resolution shall take effect immediately upon its passage.

ADOPTED by the City Council of the City of Milpitas at a regular meeting of the City Council held on the _____ day of February, 2022, by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:

_________________________________________
Mayor

ATTEST:

___________________________________
City Clerk
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Item # 21.

SIGNATURE PAGE FOR JPA AGREEMENT

IN WITNESS WHEREOF, the CITY OF MILPITAS has caused this Agreement to be executed and attested by its duly authorized representatives as of the ___ day of February, 2022.

Additional Member:

CITY OF MILPITAS

By
Name:

Title:

ATTEST:

__________________________________
Clerk

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2 EXHIBIT A:

Public Benefit Agreement
[TO BE INSERTED]
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CITY REVISED DRAFT;

SUBJECT TO REVISION
FEBRUARY 25, 2022
-1-

RECORDING REQUESTED BY
CSCDA Community Improvement Authority

WHEN RECORDED RETURN TO:

Orrick, Herrington & Sutcliffe LLP
405 Howard Street
San Francisco, CA 94105
Attention: Steffi Chan

THIS DOCUMENT IS EXEMPT FROM RECORDING FEES PURSUANT TO SECTION 27383 OF THE CALIFORNIA GOVERNMENT CODE

PUBLIC BENEFIT AGREEMENT

By and Between

CSCDA COMMUNITY IMPROVEMENT AUTHORITY

and

THE CITY OF MILPITAS

_________________________

Dated as of ___________________

_________________________

Relating to

CSCDA COMMUNITY IMPROVEMENT AUTHORITY
ESSENTIAL HOUSING SENIOR LIEN REVENUE BONDS, SERIES 2021A (TURING-MILPITAS) (SOCIAL BONDS)

CSCDA COMMUNITY IMPROVEMENT AUTHORITY
ESSENTIAL HOUSING MEZZANINE LIEN REVENUE BONDS, SERIES 2021B (TURING-MILPITAS) (SOCIAL BONDS)

and

CSCDA COMMUNITY IMPROVEMENT AUTHORITY
ESSENTIAL HOUSING SUBORDINATE LIEN REVENUE BONDS, SERIES 2021C (TURING-MILPITAS)
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PUBLIC BENEFIT AGREEMENT
This PUBLIC BENEFIT AGREEMENT (“Agreement”) is dated as of _______________ by and between the CSCDA COMMUNITY IMPROVEMENT AUTHORITY a joint exercise of powers agency organized and existing under the laws of the State of California (including its successors and assigns, “Owner”) and THE CITY OF MILPITAS (“Host”).

BACKGROUND
WHEREAS, Owner proposes to issue Bonds (as hereinafter defined) to finance Owner’s acquisition of the certain multifamily rental housing project (the “ Project”) located at 1355 McCandless Drive, Milpitas, California, located on the real property site described in Exhibit A hereto; and
WHEREAS, Owner intends to sell the Project at the instigation of the Host or upon the retirement of all Project Debt (as defined herein) pursuant to this Agreement.

AGREEMENT
In consideration of the mutual covenants herein contained, and such other good and valuable consideration the receipt and sufficiency of which is hereby acknowledged, Owner and Host mutually agree as follows:

Section 1. Right to Cause Sale. Host shall have the right to cause (“Sale Right”) Owner to sell the Property (as herein defined) upon payment by the purchaser thereof (the “Pur- chaser”) of the applicable Sale Price (as herein provided) within the Sale Right Term (as herein defined) as provided in Section 4 hereof or following the Sale Right Term as provided in Section 5 hereof, and in each case, in compliance with and observance of all of the terms and conditions of this Agreement.

Section 2. Definitions. Capitalized terms used in this Agreement shall have the meanings assigned to them in this Section 2; capitalized terms used in this Agreement and not defined in this Section 2 or elsewhere herein shall have the meanings assigned to them in the In- denture (herein defined).
a. “Bonds” – collectively, (i) the CSCDA Community Improvement Author- ity Essential Housing Senior Lien Revenue Bonds, Series 2021A (Turing-Milpitas) (Social Bonds) (the “Series A Bonds”), (ii) the CSCDA Community Improvement Authority Essential Housing Mezzanine Lien Revenue Bonds, Series 2021B (Turing-Milpitas) (Social Bonds) (the “Series B Bonds”), and (iii) the CSCDA Community Improvement Authority Essential Housing Subordinate Lien Revenue Bonds, Series 2021C (Turing-Milpitas) (the “Series C Bonds”), with such other series and sub-series designations as may be set forth in the Indenture, originally is- sued to finance Owner’s acquisition of the Project and related transaction costs. b. “Bond Trustee” – Wilmington Trust, National Association or any succes- sor trustee under the Indenture.
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c. “Closing” – shall have the meaning set forth in Section 8 hereof. d. “Conveyance” – that transaction or series of transactions by which Owner shall transfer, bargain, sell and convey any and all right, title or interest in and to the Property under this Agreement.
e. “Extraordinary Costs and Expenses” – shall have the meaning set forth in the Indenture.
f. “Indenture” – the Trust Indenture between Owner, as issuer, and Bond Trustee, as trustee, pursuant to which the Bonds were issued, with reference to Owner’s payment of the Host Fee and Community Facilities District special tax.Infrastructure Fee; and provide that principal payment for all Bonds shall be paid in parity or at same priority level as bond interest payments, and that Owner shall pay at least twenty-five percent (25%) of all Bond principal within 10 years of Bond issuance; and Host shall receive timely notification of any changes to management, financial changes, or other significant matters. g. “Minimum Sale Price” – means the lowest price at which the Property may be sold, as described in Section 4(c) hereof.
h. “Outstanding” – with respect to Bonds, as of any given date, all Bonds which have been authenticated and delivered by the Trustee under the Indenture, except: (i) Bonds cancelled at or prior to such date or delivered to or acquired by the Trustee at or prior to such date for cancellation; (ii) Bonds deemed to be paid in accordance with Article VIII of the Indenture; and (iii) Bonds in lieu of which other Bonds have been authenticated under the Inden- ture.
i. “Owner Indemnified Person” – Owner and each of its officers, governing members, directors, officials, employees, attorneys, agents and members. j. “Project Administrator” – Waterford Property Company, LLC and its suc- cessors and assigns.
k. “Project Debt” – any debt secured by the Project and incurred to finance or refinance Owner’s acquisition of the Project and related transaction costs, including any por- tion of the Bonds and any bonds, notes or other indebtedness issued by Owner to improve the Project or to refund the Bonds in whole or in part.
l. “Property” – means all of Owner’s right, title and interest (which includes fee simple title to the real property) in and to all property and assets used in or otherwise related to the operation of the Project including, without limitation, all real property and interests in real property, all tangible and intangible personal property including furniture, fixtures, equipment, supplies, intellectual property, licenses, permits, approvals, and contractual rights of any kind or nature together with the right to own and carry on the business and operations of the Project.

The definition of Property does not include any commercial portion of the Project, which will be under separate ownership and not owned by Owner.
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m. “Regulatory Agreement” – means the Regulatory Agreement and Declara- tion of Restrictive Covenants by and between Owner and Bond Trustee, relating to the Bonds. n. “Sale Price” – purchase price of the Property to be paid by the Purchaser upon sale of the Property by Owner pursuant to Host’s Sale Right in compliance with Section 4 hereof or sale by Owner pursuant to Section 5 hereof.
o. “Sale Right” – means the right of Host to cause Owner to sell the Property pursuant to Section 1 hereof.
p. “Sale Right Exercise Date” – the date fifteen (15) years from the issuance of the Bonds.
q. “Sale Right Term” – shall commence on the Sale Right Exercise Date and, if not exercised, shall terminate on the date on which no Project Debt remains outstanding. r. “Transaction Costs” – to the extent not otherwise described herein, any costs or expenses of any kind or nature associated with or incurred by Owner and/or Bond Trus- tee in connection with the consummation of the Conveyance, regardless of whether such costs and expenses are customarily borne by the seller or purchaser in any such transaction, including but not limited to taxes, recording fees and other impositions, Owner’s and Bond Trustee’s legal and other professional fees, fees for verification agents, bidding agents, escrow agents, custodi- ans or trustees, assumption fees, prepayment fees, the cost of the appraisal, brokers’ fees and ex- penses, surveys, inspections, title commitments, title insurance premiums and other title-related fees, and all amounts required for indemnification of Owner, Bond Trustee and Project Adminis- trator.

Section 3. Effectiveness; Term and Termination. The Sale Right shall become ef- fective on the Sale Right Exercise Date and may be exercised during the Sale Right Term.

Owner agrees that it will not enter into any agreement to sell all or any part of the Property dur- ing the Sale Right Term other than as may be required by the Indenture (e.g., in the event of de- fault), without the specific written request of the Host and delivery of an Opinion of Bond Coun- sel to Bond Trustee substantially to the effect that such sale will not, in and of itself, adversely affect the exclusion of interest on the Bonds from gross income for purposes of federal income taxation.

Section 4. Manner of Exercise.
a. Host’s Notice. To exercise the Sale Right, Host shall provide a notice (an “Exercise Notice”) to Owner (with a copy to the Project Administrator) at any time during the Sale Right Term. Upon receipt of the Exercise Notice, Owner shall prepare and submit to Host within sixty (60) days of Owner’s receipt of the Exercise Notice a new Property Conditions As- sessment and appraisal prepared by qualified independent consultants approved by the Host. b. Owner’s Best Efforts to Sell. Unless Host notifies Owner in writing that it is withdrawing its Exercise Notice within fifteen (15) business days of delivering the Exercise Notice under Section 4(a) hereof, Owner shall exercise its best efforts in selling and conveying 859
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good and marketable title to the Property within ninety (90) days following receipt of the Exer- cise Notice, or as soon as possible thereafter, but only if it can sell at or above the Minimum Sale Price. The obligation of Owner to sell and convey the Property shall be on a best efforts basis.

Owner shall endeavor to sell the Property at a commercially reasonable price, subject to subsec- tion (c) of this Section, by such means as it shall determine to be suitable for such purpose; pro- vided that Host may direct Owner to sell the Property to Host, to a non-profit corporation desig- nated by Host or to a limited partnership (that has a non-profit corporation as a general partner) designated by Host at a price less than commercially reasonable but at or above the Minimum Sale Price; provided further that Owner’s determination of the manner of sale and Sale Price shall be final and incontestable, and Owner shall incur no liability to any party as a result of or otherwise in connection with the sale or failure to sell. Subject to subsection (c), nothing herein shall require or prevent Owner selling the Property subject to the restrictions set forth in the Reg- ulatory Agreement or similar types of restrictions established by Owner with the approval of Host. Owner shall direct the Bond Trustee in the foregoing as and to the extent necessary or ap- propriate.
c. Sale Price. The Sale Price shall be at least equal to the sum of the amounts set forth below (net of any adjustments or prorations of the type described in Section 8(b)) (the “Minimum Sale Price”):
i. an amount sufficient to either prepay, redeem in whole or fully de- fease for redemption on the earliest call date all Project Debt; plus ii. any fees or other amounts not identified in clause (i) that may be necessary to effect the complete release from and discharge of any lien, mortgage, or other encumbrance on the Property; plus iii. any amounts due to Owner (including Owner Indemnified Persons, as provided in the Indenture), the Bond Trustee or any predecessor or successor, or any other Person under any indenture, loan agree- ment, bond, note, or other instrument relating to any Project Debt (including, without limitation, indemnification amounts, arbitrage, rebate, Owner’s Extraordinary Costs and Expenses, recurrent and extraordinary fees and expenses, and reimbursable costs and ex- penses of any kind or nature); plus
iv. Transaction Costs; minus
v. Any funds held by or for Owner under the Indenture applied to the retirement of Project Debt. Owner may retain such portion of mon- eys in the Extraordinary Expense Fund or similar fund under the Indenture it deems reasonable as a reserve against future expected costs and expenses of the type described in subparagraph (iii).

Owner’s determination of this amount shall be final and incontest- able.
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Section 5. Mandatory Conveyance. Upon the retirement of all Project Debt, Owner shall use its best efforts to effect a Conveyance within ninety (90) days thereafter, subject to Sec- tion 4(c) hereof; provided, however, that Host, by notice to Owner within two (2) weeks after no- tice from Owner that no Project Debt remains outstanding, shall have the option to cause Owner to sell the Property (i) to a non-profit corporation or a limited partnership (that has a non-profit corporation as a general partner) designated by Host upon payment by such non-profit corpora- tion or limited partnership, as applicable, of a sale price approved by Host, which sale price shall be at least equal to the Minimum Sale Price, or (ii) to Host upon payment of the Minimum Sale Price. Nothing herein shall require or prevent Owner selling the Property subject to the re- strictions set forth in the Regulatory Agreement or similar types of restrictions established by Owner with the approval of Host.

Section 6. Surplus Cash; Surplus Conveyance Proceeds. Upon a Conveyance of the Property, Owner shall apply the proceeds of such Conveyance (i) to redeem the Bonds then Outstanding, (ii) to prepay, redeem in whole or fully defease any other Project Debt, and (iii) to pay any fees or other amounts listed in Section 4(c)(ii) – (iv). Any proceeds remaining following the foregoing payments (such remaining amounts hereinafter referred to as “Surplus Conveyance Proceeds”) shall be transferred to Host.

Section 7. Terms of Conveyance.
a. The Conveyance shall be in the nature of a grant deed to Purchaser in which Owner shall deliver one or more deeds, bills of sale, or other instruments of transfer with- out recourse or warranty of any kind or nature.
b. The Property will be conveyed to Purchaser in AS IS CONDITION, WITH ALL FAULTS, and without representations or warranties of any kind or nature as to the condition of the Property.good and clean order, except for ordinary wear and tear, with all capital improvements completed as recommended in Section 14(o) below. c. There shall be no partial transfer and that, upon consummation of the Conveyance, Owner shall be fully divested of any and all right, title or interest in and to the Property.

Section 8. Closing.
a. The closing of the Conveyance (“Closing”) shall take place, in the case of a Conveyance pursuant to Section 4 hereof, not later than the ninetieth (90th) calendar day fol- lowing Owner’s receipt of the Exercise Notice, or as soon as possible thereafter, and in the case of a mandatory conveyance pursuant to Section 5 hereof, not later than the ninetieth (90th) calen- dar day following the retirement of all Project Debt, or as soon as possible thereafter. b. Prorations. All general and special real property taxes and assessments, and rents shall be prorated as of the Closing, with Purchaser responsible for all such items to the extent arising or due at any time following the Closing. General real property taxes shall be pro- rated at the time of Closing based on the net general real property taxes for the year of Closing. 861
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Section 9. Recording. This Agreement, and any amendment thereto, shall be rec- orded with the recorder’s office of the County; provided, that upon termination of the term of this Agreement, Host shall cooperate with Owner to remove any such recorded Agreement or amendment thereto from title to the Property upon Owner’s reasonable request therefor and, in any event, by no later than thirty (30) days after the expiration of the original term of this Agree- ment. In the event that, within said time, Host fails to so cooperate and provide its original signa- ture to a termination of such recorded Agreement or amendment thereto, then Host hereby irrev- ocably constitutes and appoints Owner as Host’s true and lawful attorney (and agent-in-fact) to execute in Host’s name any such termination.

Section 10. Inconsistent Provisions. In the event of any inconsistency between the terms of this Agreement and the Regulatory Agreement, the Regulatory Agreement shall prevail.

Owner agrees to not amend Sections 4 or 5 of the Regulatory Agreement, attached hereto and in- corporated herein by reference as Exhibit B, without the Host’s prior written consent, which con- sent shall not be unreasonably withheld.

Section 11. Maintenance of Membership. In order to preserve the Property’s ex- emption from property tax, Host agrees to remain a member of Owner joint powers authority so long as any Bonds remain Outstanding.

Section 12. Assignment. Neither party to this Agreement shall assign its interests, ob- ligations, rights and/or responsibilities under this Agreement without the prior written consent of the other party.

Section 13. Limitation on Liability.
a. Owner shall not be directly, indirectly, contingently or otherwise liable for any costs, expenses, losses, damages, claims or actions, of any conceivable kind on any conceiv- able theory, under or by reason of or in connection with this Agreement or any sale or Convey- ance or failure or price thereof or application of proceeds thereof, except only as to moneys available therefor under and in accordance with the Indenture or this Agreement. b. No Owner Indemnified Person shall be individually or personally liable for the payment of any sum hereunder or be subject to any personal liability or accountability by reason of the execution and delivery of this Agreement, or by any proceedings for the sale or Conveyance or failure or price thereof, or Host’s exercise or waiver of same, or otherwise except in the case of such Owner Indemnified Person’s own willful misconduct. c. Host shall not be directly, indirectly, contingently or otherwise liable for any costs, expenses, losses, damages, claims or actions, of any conceivable kind on any conceiv- able theory, under or by reason of or in connection with this Agreement or any sale or Convey- ance or failure or price thereof or application of proceeds thereof. Host shall not be individually or personally liable for the payment of any sum hereunder or be subject to any personal liability or accountability by reason of the execution and delivery of this Agreement. d. The remedy in any claim or action brought under this Agreement shall be limited to specific performance and shall not include monetary damages. 862
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Section 14. Notices, Governing Law, Binding Effect and Other Miscellaneous Provisions.
a. Notices. All notices provided for in this Agreement shall be in writing and shall be given to Owner or Host at the address set forth below or at such other address as they in- dividually may specify thereafter by written notice in accordance herewith:

If to
Owner or Designated
Agent:

CSCDA Community Improvement
Authority
1700 North Broadway, Suite 405
Walnut Creek, California 94596
Attention: Jon Penkower
Email: [email protected]
With a
copy to:

Waterford Property Company, LLC
130 Newport Center, Suite 230
Newport Beach, California 92660
Attention: John Drachman
Email: [email protected]

If to
Host:

The City of Milpitas
455 East Calaveras Blvd.

Milpitas, California 95035
Attention: City Manager
Such notices shall be deemed effective upon actual delivery or upon the date that any such delivery was attempted and acceptance thereof was refused, or if mailed, certified return receipt requested, postage prepaid, properly addressed, three (3) days after posting. b. Consents and Approvals. All consents and approvals and waivers required or asserted hereunder shall be in writing, signed by the party from whom such consent, approval, waiver, or notice is requested.
c. Non-liability of Host or Owner Officers and Employees. No officer or employee of the Host shall be personally liable to the Owner, or any successor in interest, in the event of any default or breach by Host of any obligation of the terms of this Agreement. No of- ficer or employee of the Owner shall be personally liable to Host, or any successor in interest, in the event of any default or breach by Owner of any obligation of the terms of this Agreement. d. Pronouns. Where appropriate to the context, words of one gender include all genders, and the singular includes the plural and vice versa. e. Amendments. This Agreement may not be modified except in a written instrument signed by Host and Owner.
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f. Complete Agreement; Negotiated Benefits. This Agreement together with all schedules and exhibits attached hereto and made part thereof supersedes all previous agree- ments, understandings and representations made by or between the parties hereto. This Agree- ment shall inure solely and exclusively to the benefit of the Owner and Host, and no other party shall have any right, remedy, or claim under or by reason of this Agreement. The parties under- stand that any amount paid to Host under this Agreement is the result of a negotiated agreement and is not imposed for purposes of Article XIII C, section 1 of the California Constitution. g. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of the State of California, without regard to conflicts of law principles.

All claims of whatever character arising out of this Agreement, or under any statute or common law relating in any way, directly or indirectly, to the subject matter hereof or to the dealings be- tween Owner and any other party hereto, if and to the extent that such claim potentially could or actually does involve Owner, shall be filed and maintained in the Superior Court of California, County of Sacramento, California. By executing and delivering this Agreement, each party hereto irrevocably: (i) accepts generally and unconditionally the exclusive jurisdiction and venue of such court; (ii) waives any defense of forum non-conveniens; and (iii) agrees not to seek re- moval of such proceedings to any court or forum other than as specified above. The foregoing shall not be deemed or construed to constitute a waiver by Owner of any prior notice or proce- dural requirements applicable to actions or claims against or involving governmental units and/or political subdivisions of the State of California that may exist at the time of and in connection with such matter.
h. Legal Construction. In case any one or more of the provisions contained in this Agreement shall for any reason be held by a court of competent jurisdiction to be invalid, illegal or unenforceable in any respect, such invalid provision shall be deemed severable, and shall not affect the validity or enforceability of any other provisions of this Agreement, all of which shall remain fully enforceable.
i. Term. This Agreement shall terminate upon the Conveyance. j. Captions. The captions used in this Agreement are solely for convenience, and shall not be deemed to constitute a part of the substance of the Agreement for purpose of its construction.
k. Counterparts. This Agreement may be executed in any number of coun- terparts and each of such counterparts shall for all purposes be deemed to be an original; and all such counterparts shall together constitute but one and the same Agreement. l. Host Fee. The Indenture shall require that the Owner, or Bond Trustee on its behalf, shall pay to Host on each anniversary of the date hereof, commencing with the first anniversary and terminating upon Conveyance, an annual Host Fee of $361,970 with annual in- creases of two percent (2.00%) on the residential portion of the Project (the “Host Fee”); pro- vided, however, that such fee shall be payable as an Operating Expense solely from revenues of the Project available therefor under and in accordance with the Indenture and to the extent per- mitted by law. In accordance with the Indenture, the annual Host Fee shall be paid first before 864
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any other Operating Expenses are paid and shall be paid to Host before any annual payments of any kind to Owner and Project Administrator are made and shall accrue to Host and be paid from future years Operating Revenue if insufficient Operating Revenue is available to meet this obligation at any time during the term of the Public Benefit Agreement until Conveyance. m. Infrastructure Fee.

Community Facilities District Special Taxes. i. If the City 20082008-1 CFD (“CFD”) special tax is still being collected on other properties within the boundaries of the CFD but the Property is exempt from the CFD obligation to pay such, or for any other reason that the special taxestax is not collected, then the Owner will make in-lieu payment in the same amounts, at the same times and to the same party as would be required if the Property was not exempt, provided that the Owner shall have any right to prepay its obligation to the CFD and other rights of owners of properties within the boundaries of the CFD. an annual in-lieu Infrastructure Fee payment to the Host by June 1.
ii. The Indenture shall provide that the Owner, or Bond Trustee on its behalf, shall pay to Host on each anniversary of the date hereof, commencing with the first anniversary and terminating upon Conveyance an annual Infrastructure Fee of $275,693 with annual increase based on the year-over year change as of December of the prior year based upon the CPI for San Francisco All Urban Consumers Index, the CPI San Francisco All Urban Wage Earners and Clerical Worker's Index (“Infrastructure Fee”); provided, however, that such fee shall be payable as an Operating Expense solely from revenues of the Project available therefor under and in accordance with the Indenture and to the extent permitted by law.
iii. In accordance with the Indenture, the annual Infrastructure Fee shall be paid first before any other Operating Expenses are paid and shall be paid to Host before any annual payments of any kind to Owner and Project Administrator are made and shall accrue to Host and be paid from future years Operating Revenue if insufficient Operating Revenue is available to meet this obligation at any time during the term of the Public Benefit Agreement until Conveyance. m.n. Regulatory Agreement Reporting. Owner shall provide or cause to be pro- vided to Host the Certificate of Continuing Program Compliance in accordance with Section 4(e) of the Regulatory Agreement.
n.o. Property Needs Assessment. The Property was evaluated by a Property Needs Assessment dated October 7, 2021. Commencing in January 2026, and on every five-year anniversary thereafter, Owner shall provide Host with a Property Needs Assessment conducted by an independent consultant selected by the Project Administrator assessingwith approval of the Host to assess the capital needs of the Project over the subsequent five years.and the sufficiency of reserve funds and operating income to fund capital costs for the remaining bond term. Reserve 865
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funds shall be adjusted as necessary to fully cover revised capital needs based on the Property Needs Assessment.
o.p. Property Management. During the term of this Agreement, Host shall have the authority to review the selection of the original and any replacement property manage- ment company and the management agreement with that company for the Project. If Host deter- mines that the management of the Project during the term of this Agreement is deficient in any manner, Host may provide notice of the deficiency to Owner, and Host and Owner shall meet and confer in good faith to discuss the alleged management deficiency and attempt to reach agreement upon one or more appropriate remedies to address the alleged management defi- ciency. Upon Host’s acquisition of the Project, Host shall not be obligated to continue the con- tracts with any property management company for the Project. p.q. Property Financial, Management, and Maintenance Report. Beginning on January 31, 2023 and continuing annually thereafter during the term of this Agreement, Owner shall, or cause Project Administrator to, submit an annual property maintenance report to Host by January 31st of each calendar year that includes, but are not limited to: (i) an overview of all cap- ital expenditures at the Property for the previous year; (ii) a projected schedule of capital expend- itures for the following year; (iii) current rent roll; (iv) current vacancy rate; (v) past year’s and next year’s operating income and expenses; (vi) cash flow projection, current operating funds, and current reserve funds; (vii) bond interest and redemption payments and all bond specific pay- ments; and (viii) a description and reasonable photo documentation of the Project’s general con- dition.
r. Additional Indenture Provisions. The following provisions shall be con- tained in the Indenture:
i. Project Refinancing. In the event of a refinancing of the Owner’s acquisi- tion of the Project prior to the Sale Right Exercise Date, neither the Owner nor the Project Administrator shall be paid any fee or other compensation in connection with such refinancing other than customary reasonable expenses relating to the transaction. The Owner shall not refinance the Bonds, without the prior written consent of the City, which consent shall not be unreasonably withheld, except that such consent shall not be required for a refinancing that neither increases the amount of debt or extends the maturity of such debt. Except for refinancing au- thorized in the preceding sentence, the Owner shall not incur any additional debt on the Property, without the prior written consent of Host which consent shall not be unreasonablymay be withheld, unless the Owner provides evidence to the Host that the Extraordinary Expense Fund or other Project capital reserve funds are de- pleted or near depletion and that the new debt is used to fund improvements at the Property. Under no circumstances shall the Owner incur additional debt or en- cumbrances for a “cash out,” payment to Owner, Program Administrator, or Pro- ject Manager.
ii. Owner or Project Administrator will submit to the Host an annual moni- toring fee of $100 per unit or $37,100 for 2023 to cover City staff costs for project 866
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oversight and monitoring with an annual increase of two percent (2.00%) (“Moni- toring Fee”). The annual Monitoring Fee shall be paid to Host before any annual payments of any kind to Owner and Project Administrator are made and shall ac- crue to Host and be paid from future years Operating Revenue if insufficient Op- erating Revenue is available to meet this obligation at any time during the term of the Public Benefit Agreement until Conveyance.
s. Affordability Covenant; Rent Reductions. The Regulatory Agreement shall reflect rent reduction for existing Project qualifying tenants: 18% reduction from current rents for low-income households; 12% reduction from current rents for median income households; and 10% reduction from current rents for moderate-income households. t. Indemnification.
i. Host shall have the same indemnification status as an Owner In- demnified Person and this shall extend to each of Host’s officers, governing mem- bers, directors, officials, employees, attorneys, agents, and members. ii. Owner shall defend (with counsel reasonably acceptable to Host) Host against any claim or action by any party challenging Host’s involvement in this Project and any of the agreements related to this Project.

u. Defaults and Remedies:

1. Default. Failure or delay by either party to perform any term or provision of this Agreement, which is not cured within 30 days af- ter receipt of notice from the other party, constitutes a default un- der this Agreement. The party who so fails or delays must imme- diately commence to cure, correct or remedy such failure or delay, and shall complete such cure, correction or remedy with due dili- gence. The injured party shall give written notice of default to the party in default specifying the default complained of by the injured party. Except as required to protect against further damages, the injured party may not initiate proceedings against the party in de- fault until 30 days after giving such notice. Failure or delay in giv- ing such notice shall not constitute a waiver of any default, nor shall it change the time of default.

2. Remedies.
(a) Any uncured violation of this Agreement by Owner
and Project Administrator shall cause all annual
payments of any kind to Owner and Project Admin-
istrator to be suspended until compliance with this
Agreement is achieved during the term of the Pub-
lic Benefit Agreement until Conveyance.
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(b) Host may institute any appropriate legal actions or proceedings necessary to ensure compliance with
this Agreement, including but not limited to:
(i) Actions for monetary damages; and
(ii) Actions for injunctive relief or damages
v. Additional Insured. Host shall be an additional insured on property in- surance policies for the Project to the extent permitted by the insurer.

[SIGNATURE PAGE TO FOLLOW]

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IN WITNESS WHEREOF , the parties have executed this Agreement as of the date set forth above.

CSCDA COMMUNITY

IMPROVEMENT AUTHORITY

By:

Jon Penkower
Authorized
Signatory

THE CITY OF MILPITAS

By:

Steven
McHarris
City Manager

ATTEST:

By: ___________________________
____________________
City Clerk

APPROVED AS TO FORM

By: ___________________________
___________________
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City Attorney
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A Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

State of California )
County of ______________________ )
On _________________________, before me, ,
(insert name and title of the officer)
Notary Public, personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature (Seal)

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EXHIBIT A

LEGAL DESCRIPTION OF REAL PROPERTY

The Land referred to herein is situated in the State of California, County of Santa Clara, City of Milpitas, and described as follows:

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EXHIBIT B

REGULATORY AGREEMENT

[TO BE INSERTED]

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ATTACHMENT 4
PUBLIC BENEFIT AGREEMENT-- DISCUSSION OF ISSUES:

A. Financial Risk to City

1. Definition of “Indenture” – Paydown of Bond Principal

2. Infrastructure Fee (City CFD special tax) - $275,693 (2022) with annual CPI increase

3. City Monitoring Fee - starts at $37,100/year and increases by 2%

4. Project Refinancing
B. Purchase Option

1. Terms of Conveyance

2. Property Needs Assessment
C. Legal Risk to City

1. Indemnification

2. Defaults and Remedies
D. Affordability

1. Inconsistent Provisions

2. Rent Reductions

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A. Financial Risk to City
The following provisions in I.A. to be added to the Indenture and referenced in the Public Benefit Agreement (PBA) to ensure compliance:

1. Definition of “Indenture” – Paydown of Bond Principal (Section 2(f)) “Indenture” – the Trust Indenture between Owner, as issuer, and Bond Trustee, as trustee, pursuant to which the Bonds were issued, with reference to Owner’s payment of the Host Fee and Community Facilities District special tax.Infrastructure Fee; and provide that principal payment for all Bonds shall be paid in parity or at same priority level as bond interest pay- ments, and that Owner shall pay at least twenty-five percent (25%) of all Bond principal within 10 years of Bond issuance; and Host shall receive timely notification of any changes to management, financial changes, or other significant matters.

Aligns with Proposed GOAL J, City Financial Risk/Bond Structure:

Financial plan and bond structure are sound and consistent with industry standards for multi-family revenue bonds to reduce City risks and liability.

City Risk, if deleted:
a. Per bond analysis, only about 6.9% ($21 million) of the $303 million bond principal would be paid down by Year 15.
b. With outstanding principal of about $282 million, it will be difficult to fully cover debt and other expenses if City chooses to exercise purchase option at Year 15. c. If timely notification of significant changes is not provided, City will not be well positioned to address any tenant or community concerns.

2. Infrastructure Fee (City CFD special tax) - $275,693 (2022) with annual CPI increase (Section 14 (m))
Community Facilities District Special Taxes. i. If the City 20082008-1 CFD (“CFD”) special tax is still being collected on other properties within the boundaries of the CFD but the Property is exempt from the CFD obligation to pay such, or for any other reason that the special taxestax is not collected, then the Owner will make in-lieu payment in the same amounts, at the same times and to the same party as would be required if the Property was not exempt, provided that the Owner shall have any right to prepay its obligation to the CFD and other rights of owners of properties within the boundaries of the CFD. an annual in-lieu Infrastructure Fee payment to the Host by June 1.
ii. The Indenture shall provide that the Owner, or Bond Trustee on its behalf, shall pay to Host on each anniversary of the date hereof, commencing with the first anniversary and terminating upon Conveyance an annual Infrastructure Fee of $275,693 with annual increase based on the year-over year change as of December of the prior year based upon the CPI for San Francisco All Urban Consumers Index, the CPI San Francisco All Urban Wage Earners and Clerical Worker's Index (“Infrastructure Fee”); provided, however, that such fee shall be payable as an Operating Expense solely from revenues of the Project available therefor under and in accordance with the Indenture and to the extent permitted by law. iii. In accordance with the Indenture, the annual Infrastructure Fee shall be paid first before any other Operating Expenses are paid and shall be paid to Host before any annual payments 875
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of any kind to Owner and Project Administrator are made and shall accrue to Host and be paid from future years Operating Revenue if insufficient Operating Revenue is available to meet this obligation at any time during the term of the Public Benefit Agreement until Conveyance.

Aligns with Proposed GOAL H, City Revenue:

No loss of City property taxes, including CFD 2008-1 special tax.

City Risk, if deleted: City may lose approximately $275,000 annually and increases by minimum of 2% ($13.8M over 35 years) if the JPA becomes exempt from paying CFD special tax in the future. Without this provision in the PBA and Indenture, City will not be assured of City receiving this revenue.

3. Additional Indenture Provisions - Monitoring Fee - starts at $37,100/year and increases by 2% (Section 14(r)(ii))
Owner or Project Administrator will submit to the Host an annual monitoring fee of $100 per unit or $37,100 for 2023 to cover City staff costs for project oversight and monitoring with an annual increase of two percent (2.00%) (“Monitoring Fee”). The annual Monitoring Fee shall be paid to Host before any annual payments of any kind to Owner and Project Adminis- trator are made and shall accrue to Host and be paid from future years Operating Revenue if insufficient Operating Revenue is available to meet this obligation at any time during the term of the Public Benefit Agreement until Conveyance.

Aligns with Proposed GOAL N, Monitoring and Reporting:

Fee to cover ongoing City administrative costs for project oversight and monitoring.

City Risk, if deleted
Staffing costs to review annual reports and provide updates to Council will be borne by the City’s General Fund.

4. Additional Indenture Provisions: Project Refinancing (Section 14(r)(i)) In the event of a refinancing of the Owner’s acquisition of the Project prior to the Sale Right Exercise Date, neither the Owner nor the Project Administrator shall be paid any fee or other compensation in connection with such refinancing other than customary reasonable expenses relating to the transaction. The Owner shall not refinance the Bonds, without the prior writ- ten consent of the City, which consent shall not be unreasonably withheld, except that such consent shall not be required for a refinancing that neither increases the amount of debt or extends the maturity of such debt. Except for refinancing authorized in the preceding sen- tence, the Owner shall not incur any additional debt on the Property, without the prior written consent of Host which consent shall not be unreasonablymay be withheld, unless the Owner provides evidence to the Host that the Extraordinary Expense Fund or other Project capital reserve funds are depleted or near depletion and that the new debt is used to fund improve- ments at the Property. Under no circumstances shall the Owner incur additional debt or en- cumbrances for a “cash out,” payment to Owner, Program Administrator, or Project Manager.

Aligns with Proposed GOAL K, Refinancing/Additional Debt:

City authority to approve any refinancing, restructuring, or issuance of additional debt. 876
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City Risk, if deleted:

While revised language requires City consent for refinancing or adding debt, added amendment further protects City by preventing Project from adding debt for capital improvement before first depleting or nearly depleting capital reserve funds.

B. Purchase Option

1. Terms of Conveyance (Section 7(b))
The Property will be conveyed to Purchaser in AS IS CONDITION, WITH ALL FAULTS, and without representations or warranties of any kind or nature as to the condition of the Property.good and clean order, except for ordinary wear and tear, with all capital improvements completed as recommended in Section 14(o) below.

Aligns with Proposed GOAL L, Capital Improvements:

Capital improvement needs are fully identified and funded for entire bond period.

City Risk, if deleted:

If property is transferred to the City in “as is” condition, City may need to invest significant funds for capital improvements and deferred maintenance and repairs. This can affect future market value and purchase price of property and City’s net proceeds at conveyance. capital needs of the Project

2. Property Needs Assessment (Section 14(o))
The Property was evaluated by a Property Needs Assessment dated October 7, 2021. Com- mencing in January 2026, and on every five-year anniversary thereafter, Owner shall provide Host with a Property Needs Assessment conducted by an independent consultant selected by the Project Administrator assessingwith approval of the Host to assess the capital needs of the Project over the subsequent five years.and the sufficiency of reserve funds and operating income to fund capital costs for the remaining bond term. Reserve funds shall be adjusted as necessary to fully cover revised capital needs based on the Property Needs Assessment.

Aligns with Proposed GOAL L, Capital Improvements:

Capital Needs Assessment prepared at least every ten years and sufficiency of capital reserve funds confirmed.

City Risk, if deleted:
a. Although frequent assessments are beneficial, the City will have no assurance of adequate funds and improvements to address assessment findings and may receive a property with significant capital improvement needs.
b. Without City approval of independent consultant, no assurance of an impartial capital needs assessments.

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C. Legal Risk to City

1. Indemnification (Section 14(t))
i. Host shall have the same indemnification status as an Owner Indemnified Person and this shall extend to each of Host’s officers, governing members, directors, officials, employees, attorneys, agents, and members.
ii. Owner shall defend (with counsel reasonably acceptable to Host) Host against any claim or action by any party challenging Host’s involvement in this Project and any of the agreements related to this Project.

Aligns with Proposed GOAL I, City Financial Risk/Bond Structure:

Protection and reduction of City risk and liability.

City Risk, if deleted:
a. City will not be protected against legal challenges and potential liability in the same manner as other parties.
b. Although the City is not party to the bonds, as the Host participant in the PBA, City may still be named in any action challenging the bond issuance or program implementation. c. Additional insured provision is a good addition but does not adequately address necessary Indemnification protection for the City.

2. Defaults and Remedies (Section 14(u)
Default. Failure or delay by either party to perform any term or provision of this Agreement, which is not cured within 30 days after receipt of notice from the other party, constitutes a default under this Agreement. The party who so fails or delays must immediately commence to cure, correct or remedy such failure or delay, and shall complete such cure, correction or remedy with due diligence. The injured party shall give written notice of default to the party in default specifying the default complained of by the injured party. Except as required to protect against further damages, the injured party may not initiate proceedings against the party in default until 30 days after giving such notice. Failure or delay in giving such notice shall not constitute a waiver of any default, nor shall it change the time of default.

Remedies.
a. Any uncured violation of this Agreement by Owner and Project Administrator shall cause all annual payments of any kind to Owner and Project Administrator to be suspended un- til compliance with this Agreement is achieved during the term of the Public Benefit Agreement until Conveyance.
b. Host may institute any appropriate legal actions or proceedings necessary to ensure com- pliance with this Agreement, including but not limited to: (i) Actions for monetary dam- ages; and (ii) Actions for injunctive relief.

Aligns with Proposed GOAL I, City Financial Risk/Bond Structure, and GOAL M, City Enforcement Authority: Protection and reduction of City risk and liability. City oversight of management of Project.

City risk, if deleted:
a. City would not be protected against legal challenges and potential liability in the same manner as other parties.
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b. Without these provision in the both the PBA and Regulatory Agreement, City does not have a recourse to address non-compliance.

D. Affordability
The following provisions in II.A. to be added to the Regulatory Agreement and referenced in the PBA to assure compliance:

1. Inconsistent Provisions (Section 10)
In the event of any inconsistency between the terms of this Agreement and the Regulatory Agreement, the Regulatory Agreement shall prevail. Owner agrees to not amend Sections 4 or 5 of the Regulatory Agreement, attached hereto and incorporated herein by reference as Exhibit B, without the Host’s prior written consent, which consent shall not be unreasonably withheld.

Aligns with Proposed GOAL A, Affordability:

Project will primarily serve moderate-income households

City Risk, if deleted:

Without this added amendment pertaining to the affordability covenants, City will have no authority over the affordability terms for the Project since City is not a party to the Regulatory Agreement.

2. Rent Reductions (Section 14(s)
The Regulatory Agreement shall reflect rent reduction for existing Project qualifying tenants:
18% reduction from current rents for low-income households; 12% reduction from current rents for median income households; and 10% reduction from current rents for moderate- income households.

Aligns with Proposed GOAL C, Existing Tenants:

Qualified existing tenants will benefit from a rent reduction of at least 10%.

Potential Impact, if deleted:
a. Key provision offered by applicant in initial proposal, but latest representation is that this provision cannot be contained in PBA or Regulatory Agreement. b. Without reference to rent reduction for existing tenants in PBA, City will have no ability to ensure this benefit for existing middle-income residents. 879
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February 15, 2022
Ms. Carmen Montano
Vice Mayor
City of Milpitas
455 E. Calaveras Blvd., Milpitas, CA 95035
Email: cmontano@ci. mi !pitas.ca.gov
LYON
RE: LYON LIVING/ THE FIELDS CHILDCARE FACILITY
Dear Ms. Montano:

VIA ELECTRONIC MAIL
We are pleased to inform you on our progress to bring a quality child care facility to The Fields, our signature mixed use project in Milpitas, California. To date our efforts have attracted significant interest from a well-respected national childcare provider offering quality childcare and academics for infants to 61" grade children. This provider currently operates multiple locations in San Jose. Their dedication to early childhood learning techniques while promoting and protecting the health and well-being of the children in their care is impressive. This healthy learning environment will well serve the parents and children in our community.

Specifically, negotiations are ongoing for approximately 8,000 square feet in the area shown on Attachment A. Their site selection protocol requires studying test fits to determine the amount of classroom area to best accommodate the children. Attachment B demonstrates a floor plan currently under consideration as part of their test fit analysis. Interior courtyard area may be converted to use as outdoor space for the children's use during operating hours of the facility. Next steps include financial analysis by the operator and determination of a rent structure for the lease.

Although this is very promising and represents substantial progress, not every deal comes to fruition.

Therefore, our efforts for alternative providers remain in full force. We have contacted Michael Garcia at the Santa Clara County Office of Education, Director of Child Care Planning & Suppott to source additional operators. Absent any potential concerns from the operators' side (such as final site approval or outdoor space requirements), we hope to narrow our searc�. We are making all possible efforts to negotiate a lease with a respected child care operator at The Fields.

We welcome your questions or comments.

Endosures: (2)
�: (w/enc,, via email)
ATTACHMENT 5
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ATTACHMENT B
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Milpitas City CouncilMarch 1, 2022

Milpitas City Council
March 1, 2022