City Council and Authorities Concurrent
April 21, 2026

RESOLUTION NO. 23-9220

A RESOLUTION OF THE CITY OF SANTA CLARA, CALIFORNIA,

TO SET THE PARKLAND IN LIEU FEE SCHEDULE FOR

NEW RESIDENTIAL DEVELOPMENT IN ACCORDANCE WITH
CHAPTER 17.35 (“PARK AND RECREATIONAL LAND”) OF
TITLE 17 (“DEVELOPMENT”) OF THE CODE OF THE CITY

OF SANTA CLARA ESTABLISHING THE AVERAGE PER-

ACRE LAND VALUES AS CONTAINED IN THE ANNUAL LAND

VALUATION APPRSAISAL REPORT AND THE PARK

DEVELOPMENT COST PER CAPITA VALUE AS

CONTAINED IN THE PARKS & RECREATION FACILITIES

DEVELOPMENT IMPACT FEE STUDY AND ADUSTED BY

THE CONSTRUCTION COST INDEX

BE IT RESOLVED BY THE CITY OF SANTA CLARA AS FOLLOWS:

WHEREAS, the City of Santa Clara is the Government entity responsible for providing public parks, recreation and open space facilities within the City of Santa Clara; and, WHEREAS, the 2010-2035 General Plan includes a goal that new parks, open space and recreation be provided with new development so that existing facilities are not over-burdened; and,
WHEREAS, the report entitled “Public Facilities Impact Fee Study” dated June 25, 2014 (“Nexus Study”), was prepared by Willdan Financial Services, Inc. and approved by Council in June 2014; and,
WHEREAS, on July 15, 2014, the City Council adopted Ordinance No. 1928, which added Chapter 17.35 to the City Code, and requires new residential development to provide adequate community and neighborhood park land for active recreational uses, and/or under certain conditions to pay a fee in lieu of parkland dedication; and, WHEREAS, on February 24, 2015, the City Council adopted Ordinance No. 1937, adding duplex dwellings to the types of developments subject to the parkland dedication requirement, and removing the one (1) acre minimum parkland dedication prior to a developer being able to receive financial credit for private recreational amenities and open space; and, Resolution/ Fees Due In Lieu of Parkland Dedication for New Residential Development FY2023/24 Rev: 4/19/2022

WHEREAS, on August 27, 2019, Council approved Resolution No. 19-8749 which included the statutory findings required pursuant to the California Quimby Act (Quimby) and Mitigation Fee Act (MFA), including the report entitled “Santa Clara Park and Recreation Facilities Impact Fee Update Study” dated April 9, 2019 (“Nexus Study Update”) prepared by Willdan Financial Services, Inc., and the professional land valuation appraisal report with a valuation date of December 31, 2017, and the park improvements costs with values as of 2017; and, WHEREAS, on October 29, 2019 Council approved Resolution No. 19-8769 to establish the Parkland In Lieu Fee Schedule for New Residential Development in Accordance with Chapter

17.35 of the Code of the City of Santa Clara, and directed staff to phase in the updated 2017/18 Park Improvement Costs over four years and to use the annual Land Valuation Appraisal Report at 100% of cost recovery in the calculation of annual fees; and, WHEREAS, in 2020, due to the global COVID19 pandemic, and through the regular adoption of the Municipal Fee Schedule process, only the Park Improvement Cost portion of the Parkland In Lieu Fees were raised using 50% of the Park Improvement Costs and the City continued to use the Land Valuation Appraisal Report with a valuation date of December 31, 2018 in the calculation of annual fees; and,
WHEREAS, on June 10, 2021, Council approved Resolution No. 21-8970 to establish the Parkland In Lieu Fee Schedule for New Residential Development in Accordance with Chapter

17.35 of the Code of the City of Santa Clara, which used 75% of the 2018 Park Improvement Costs and used 100% of the land values established in the annual Land Valuation Appraisal Report with a valuation date of December 31, 2020 in the calculation of annual fees; and, //

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Resolution/ Fees Due In Lieu of Parkland Dedication for New Residential Development FY2023/24 Rev: 4/19/2022

WHEREAS, on April 19, 2022, Council approved Resolution No. 22-9080 to establish the Parkland In Lieu Fee Schedule for New Residential Development in Accordance with Chapter 17.35 of the Code of the City of Santa Clara, which used 100% the 2018 Park Improvement Costs and used the 100% of the land values established in the annual Land Valuation Appraisal Report with a valuation date of December 31, 2021, except for the for land within the Patrick Henry Drive Specific Plan Area, in which the average per acre land value was set at $4,830,000 million per acre ($110.88/sf) as found in the Council Resolution No. 21-8970 adopted June 10, 2021 for use in setting the fees for one fiscal year through June 30, 2023; and, WHEREAS, the methodology for the calculation of the In-Lieu Fees is explained in the Nexus Study Update from August 27, 2019, and the calculation of the In-Lieu Fees is based on the three primary cost components for the acquisition and development of new parkland, namely (a) the average cost to purchase land for parks in Santa Clara, (b) the average cost per capita to develop the land into a usable park facility, i.e. to construct the amenities, buildings, landscaping and the equipment to service it, and (c) the cost to administer the program, including the review of residential development plans for compliance with the ordinance; and the parkland and features to serve the new residents are only provided at the same standard as existing residents; and now the Council now wishes to set and use the applicable values for calculating the fees due in lieu of parkland dedication based on findings; and, WHEREAS, pursuant to SCCC Chapter 17.35, the City has surveyed land values and sales records, and has conducted a professional appraisal with a valuation date of December 31, 2022 to determine the fair market value of property in the City, and the City posted the Appraisal Report on the City website from March 7, 2023 to March 21, 2023 for public review and comment; and,
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Resolution/ Fees Due In Lieu of Parkland Dedication for New Residential Development FY2023/24 Rev: 4/19/2022

WHEREAS, the City has reviewed the costs to construct the park improvements (landscape, furnishings, buildings, etc.), based on the average cost per capita for the City’s existing park system improvements to assure a fair and equitable distribution of costs to be recovered for development of park assets and features to serve the new residents at the same standard as existing residents, and the system wide average cost per capita is reviewed and updated periodically given actual costs of recent park improvement projects and on the basis of increases/decreases in the State of California, Department of General Services Construction Cost Index reported by the Real Estate Services Division for the Bay Area; and, WHEREAS, on March 21, 2023, the Land Valuation Report and the Park Improvement Cost information was presented to the Parks & Recreation Commission for consideration and public comment (File ID No. 23-343), and the Commission recommended that Council approve the land valuation values as found in the Land valuation Appraisal Report dated December 31, 2022, and a reasonable 10% increase in the park improvement value; and now the Council now wishes to set and use the applicable land values and park improvement values for calculating the fees due in lieu of parkland dedication and to adopt the updated fee schedule for parkland in lieu fees.

NOW THEREFORE, BE IT FURTHER RESOLVED BY THE CITY OF SANTA CLARA AS FOLLOWS:

1. Findings and Purpose. That the City Council hereby finds and declares that the land

valuation component will be subject to the updated annual land value appraisal report and supplemental instructions as adopted by Council June 7, 2016 with valuation dates of December 31 of each calendar year, and that the park improvement valuation component will be subject to the average cost per capita for found in the Parks & Recreation Facilities Development Impact Fee Study (Nexus Study) and periodically updated based on reasonable application of changes in the State of California, Department of General Services Construction Cost Index (CCCI) reported by the Real Estate Services Division for use in calculating the following (next) fiscal year’s fee update.

Resolution/ Fees Due In Lieu of Parkland Dedication for New Residential Development FY2023/24 Rev: 4/19/2022

2. Land Valuation Appraisal. An independent real estate appraisal firm, Frank Schmidt &

Associates, was retained to provide a “Fair Market Value” opinion (valuation date of December 31, 2021) conforming to Uniform Standards of Professional Appraisal Practice and using the City’s Supplemental Instructions for an average acre of land (hypothetical, rectangular, useable site) for property in each of the three existing City of Santa Clara Zip Codes 95050, 95051, 95054. The data set included all property types: Single Family (low and very low density), High Density Residential, Medium Density Residential, Commercial/Retail, Industrial, Lots and Land. Excluded were transactions considered not “arms-length”, having encumbered or clouded title, environmentally impaired sites, or more than three (3) years old. An inflation factor was computed and applied to comparable sales over one year old based on reasonable and rational considerations such as sales and rental trends or other appropriate methods. The weighted average of each property type was based on the percentage of land area in the sales transactions.

3. Land Valuation Appraisal Findings. Based on the findings of the Appraisal Report, the City

Council hereby sets the average per acre land value for each ZIP Code area as of December 31, 2022, as: $5.500 million per acre ($126.26/sf) in 95050; $5.840 million per acre ($137.07/sf) in 95051; and, $5.240 million per acre ($120.29/sf) in 95054. If a developer objects to this determination of fair market value, the developer may elect to have the value established by appraisal, in conformance with City Code Section 17.35.040(b)(2).

4. Park Improvement Valuation Cost Analysis. The cost to construct the park improvements

(landscape, furnishings, buildings, etc.), is based on an average cost per capita for the City’s existing park system improvements and recovers no more than 100% of the actual cost to develop new park assets and features to serve new residents at the same standard as existing residents. A cost analysis was conducted, including a review of recent/actual City park improvement project costs and a review of increases/decreases in the State of California, Department of General Services Construction Cost Index reported by the Real Estate Services Division for the Bay Area.

Resolution/ Fees Due In Lieu of Parkland Dedication for New Residential Development FY2023/24 Rev: 4/19/2022

5. Park Improvement Valuation Cost Analysis Findings. The 2018 Santa Clara average

park improvement value per capita is $3,471. From 2018 to 2022, construction costs have increased 30.4% according to the State of California, Department of General Services Construction Cost Index reported by the Real Estate Services Division for the Bay Area, such that the park improvement value of $3,471 per capita would be $4,641 per capita as of January 1, 2023. Actual park improvement costs based on recent projects competitively bid and awarded by the City of Santa Clara have experienced similar percentages of cost escalation.

The Council hereby finds that an increase of 10% in the park improvement base value is reasonable. The City Council hereby sets for use in the In Lieu Fee fee calculation a park improvement value of $3,818 per capita (2018 base value of $3,471 plus 10% for cost escalation recovery) for use in the FY2023/24 fees.
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6. Use of the Construction Cost Index in Future Park Improvement Valuation. Based on the findings of the park Improvement valuation cost analysis and the periodic nexus study, Council hereby finds that annual changes in the park improvement value used in the calculation of In Lieu Fees shall be indexed to changes (increases/decreases) in the State of California, Department of General Services Construction Cost Index for the previous calendar year as reported by the Real Estate Services Division for the Bay Area. However, such annual increases and decreases shall be limited to no more than a change of 10% of the base value, and in no case shall the increased or decreased base value be more than 100% cost recovery.

7. Effective date. This resolution shall become effective immediately .

I HEREBY CERTIFY THE FOREGOING TO BE A TRUE COPY OF A RESOLUTION PASSED

AND ADOPTED BY THE CITY OF SANTA CLARA, CALIFORNIA , AT A REGULAR MEETING THEREOF HELD ON THE 18TH DAY OF APRIL, 2023, BY THE FOLLOWING VOTE:

AYES : COUNCILORS: Becker, Chahal, Hardy, Jain, and Watanabe, and Mayor Gillmor
NOES: COUNCILORS :

ABSENT: COUNCILORS:

ABSTAINED : COUNCILORS:

Attachments incorporated by reference:

Park
None
None

1. Santa Clara Land Valuation Appraisal Report 12-31 -2022

2. Fee Calculation Tables A, B, C

NORA PIMENTEL, C

ASSISTANT CITY CLERK

CITY OF SANTA CLARA
Resolution/ Fees Due In Lieu of Parkland Dedication for New Residential Development FY2023/24 Rev: 4/19/2022

Attachment 1
Santa Clara Land Valuation Appraisal Report 12-31-22

ANNUAL LAND VALUATION APPRAISAL REPORT

VALUATI
ON OF
The Average per Acre Land Value of High-Density Residential, Medium-Density Residential, Low-Density Residential, Very Low-Density Residential, Commercial, & Industrial Properties Located in Three Zip Codes (95050, 95051, and 95054) City of Santa Clara, California
Santa Clara County

PREPARED FOR
Mr. James Teixeira, Director of Parks and Recreation
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050

PREPARED BY
Frank E. Schmidt, MAI, SRA
Frank Schmidt & Associates

EFFECTIVE DATE OF VALUE OPINION
December 31, 2022

Frank Schmidt & Associates Phone: 510-468-9219 [email protected]

March 1, 2023

Mr. James Teixeira, Director of Parks and Recreation
City of Santa Clara
1500 Warburton Avenue
Santa Clara, CA 95050

Re: Annual Land Valuation Appraisal Report
Average Value of Three Hypothetical 1-Acre Lots,
One for Each Zip Code Comprising 95050, 95051, and 95054 Santa Clara, California, U.S.A.

Dear Mr. Teixeira:

Pursuant to your request, I have completed the annual land valuation appraisal to aid the City of Santa Clara in establishing park impact fees. Following this letter of transmittal is my appraisal and analysis opining the value of a hypothetical 1-acre lot in each of the City’s three zip codes.

In June 2016 the City of Santa Clara City Council approved Supplemental Instructions for the Appraisal of the Fair Market Value of land used in the Parkland Dedication In-Lieu Fee. These supplemental instructions and guidelines for the Appraisal are displayed in the Addenda. One of the supplemental instructions was that the valuation date occurs each year on December 31.

Since the date of my opinion of value, December 31, 2022 precedes the date I wrote and transmitted this appraisal by about 2 months, this is considered a retrospective appraisal as defined by the Uniform Standards of Professional Appraisal Practice. Since this is a retrospective value, it is important to note that I only considered data that was available and/or public as of the date of value. The exception to this was the 2022 land area data provided by Old Republic Title Company which was not available until February 2023, and some brokerage reports published in January and February 2023, but containing 2022 data.

I have appraised the subject of this appraisal numerous times since 2014, and most recently with a date of opinion of December 31, 2022. Based on land area, in 2020 about 43% of all the transactions sold were categorized as industrial and commercial, and the other 57% were categorized as residential. In 2021, approximately 42% of all transactions sold were industrial and commercial, while 58% were categorized as residential. In 2022, commercial/industrial sales accounted for about 27.06% of the total while residential sales accounted for about 72.94% of the total. However, the median residential selling price in 2022 was generally increasing Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 2 throughout the first half of 2022 and generally trending downwards in the last half of 2022. This resulted in lower residential unit values for 2022. Industrial and commercial land values were unchanged in 2022. The combination of recent Federal Reserve interest rate increases, expected slower economic growth and an increased possibility of a near-term recession has impacted the market. All these factors resulted in lower 2022 values for the hypothetical one-acre lots for each zip code compared to 2021.

To complete this appraisal, I conducted an investigation, gathered data, and made the analyses necessary to enable me to fulfill the purpose of this assignment, which was to estimate the fair market value of a hypothetical 1-acre lot comprising components of high-density residential, medium-density residential, low-density residential, very low-density residential, commercial, and industrial, to form and report the average value per acre of land in the three existing Zip Codes in the City of Santa Clara consisting of 95050, 95051, and 95054. The average value was established using the weighted average of these different property types, based on the percentage of total land area associated with the different property types that sold in the City of Santa Clara in the 12 months prior to the date of value and based on land area data provided by Old Republic Title Company.

I understand that this Appraisal Report is intended for use by the Client, the City of Santa Clara, for assistance in determining park impact fees.

Hypothetical Conditions, Extraordinary Assumptions, and Contingencies

Hypothetical Condition is defined as “a condition, directly related to a specific assignment, which is contrary to what is known by the appraiser to exist on the effective date of the assignment results, but is used for the purpose of analysis.” 1I supposed the following hypothetical conditions:

¾ The fair market value was estimated based on different land value components applied to a hypothetical lot. It was a hypothetical condition of this appraisal that the subject lot was a finished lot and rated average in all other physical, locational, and legal aspects.

¾ Since the hypothetical lot will be comprised of different land value components and it is unlikely the City’s land use ordinances would allow the different property types on the same lot, it was necessary to apply a hypothetical condition that each of the following uses would be permitted on the subject lot: high-density residential, medium-density residential, low and very low-density residential, commercial, and industrial.

12020-2021Uniform Standards of Professional Appraisal Practice (USA, The Appraisal Foundation,2020) Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 3 Extraordinary Assumption is defined as “an assignment-specific assumption as of the effective date regarding uncertain information used in an analysis which, if found to be false, could alter the appraiser’s opinions or conclusions.”2

¾ In this appraisal, land areas provided by Old Republic Title Company were used to estimate the weighted average of all the sale transactions that occurred in the City of Santa Clara in 2022. It was an extraordinary assumption of this appraisal that the land areas provided by Old Republic were accurate.

The use of these hypothetical conditions and extraordinary assumption might have affected the assignment results.

There are general assumptions and limiting conditions set forth in this report.

Based on the investigation and analyses undertaken, I formed the opinion that the average value per acre on December 31, 2022, the effective date of opinion, for each zip code was:

Sincerely,

Frank E. Schmidt, MAI, SRA

22020-2021Uniform Standards of Professional Appraisal Practice (USA, The Appraisal Foundation,2020) Zip, Code 2022 Ave1rage Value per Ac1re
95050 $5 500 000 , .,
95051 $5 ,840 ,000
95054 $5 ,,240,,000
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 4

TABLE OF CONTENTS

EXECUTIVE SUMMARY 5
GENERAL ASSUMPTIONS AND LIMITING CONDITIONS 6
CERTIFICATION 8
SCOPE OF THE ASSIGNMENT 9
DEFINITIONS 11
REAL PROPERTY, REAL ESTATE, AND PERSONAL PROPERTY APPRAISED 12 PREVIOUS APPRAISALS 13
REGION & CITY DESCRIPTION 13
MARKET CONDITIONS 17
LAND USE ORDINANCES 38
HIGHEST AND BEST USE 39
APPRAISAL PROCESS 40
AVERAGE VALUE ESTIMATE IN 95050 ZIP CODE 41
AVERAGE VALUE ESTIMATE IN 95051 ZIP CODE 61
AVERAGE VALUE ESTIMATE IN 95054 ZIP CODE 64
RECONCILIATION AND OPINION OF AVERAGE VALUES 68
ADDENDA 69

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 5

EXECUTIVE SUMMARY

CLIENT : City of Santa Clara

LOCATION : City of Santa Clara, California

PROPERTY TYPES : Very Low-Density Residential, Low-Density Residential, Medium-Density Residential, High-
Density Residential, Commercial, and Industrial
Land

SITE AREA : Each Hypothetical Lot is One Acre

FLOOD HAZARD STATUS : Zone X; the hypothetical lots are outside any flood zones

EARTHQUAKE FAULT ZONE : The hypothetical lots are not located in an Earthquake Fault Zone as designated under the
Alquist-Priolo Earthquake Fault Zoning Act.

GENERAL PLAN, &
HIGHEST AND BEST USE :

EFFECTIVE DATE OF VALUE : December 31, 2022

PROPERTY RIGHTS APPRAISED : Fee Simple Estate

AVERAGE VALUE CONCLUSIONS :

Use or Hypothetical Lot General Plan Highest & Best Use \ ery Low Density Residential Very Low Density Residential Very Low Density Residential Low Densi ty Residential Low Density Residential Low Density Residential Medium Densi ty Residential Medium Density Residential M edium Density Residential High Density Residential High Density Residential High Density Residential Commercial Regional Co=er cial Hold for Development of a Co=ercial Building Industrial Light Industrial Industrial Building
Zip, Code 2022 Ave1rage V alue per Ac1re
95050 $5 500 000 , .,
95051 $5,840,000
95054 $5,,240,,000
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 6

GENERAL ASSUMPTIONS AND LIMITING CONDITIONS

This appraisal and report were made applying these general assumptions:

1. No responsibility was assumed for the legal description or for matters including legal or title considerations. Title to the hypothetical properties was assumed to be good and marketable and free and clear of all liens, encumbrances, easements, and restrictions except those specifically addressed in this report;

3. Responsible ownership and competent property management were assumed;

4. The information furnished by the Client and others was believed to be reliable. However, no warranty is given for its accuracy;

5. All engineering was assumed correct. Plot plans or any other illustrative material in this report were included only to assist the reader in visualizing the property;

6. It was assumed that there are no hidden or unapparent conditions in the hypothetical properties that render them more or less marketable or valuable. No responsibility is assumed for such conditions or for arranging for engineering studies that may be required to discover them;

7. Unless otherwise stated in this report, the existence of hazardous material, toxic waste, and/or other environmental impairments which may or may not be present on or in the hypothetical properties, was not investigated by this consultant.

As real estate consultants, we are not qualified to properly investigate this property for any discharge, spillage, uncontrolled loss, seepage, filtration, or storage of hazardous substances which may adversely affect the value of this property. Neither are we qualified to detect the presence of substances such as asbestos, urea-formaldehyde foam insulation, nor other materials that could create an environmental impairment to the subject property or to other property caused by conditions present at the subject property. Our opinion(s) were predicated on the assumption that there is no such material on or in the property that would affect market value. No responsibility was assumed for any such conditions or for any expertise or engineering knowledge required to discover and/or correct them;

8. It was assumed that there is full compliance with all applicable federal, state, and local environmental regulations and laws unless non-compliance is stated, defined, and considered in the report;

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 7

9. It was assumed that all applicable zoning and use regulations and restrictions have been complied with, unless a nonconformity has been stated, defined, and considered in the appraisal and reported in the report; and

10. It was assumed that all required licenses, certificates of occupancy, consents, or other legislative or administrative authority from any local, state, or national governmental or private entity or organization have been or can be obtained or renewed for any use on which the value estimate or other opinion contained in this report are based;

This report has been made with the following limiting conditions:

1. Possession of the report, or a copy thereof, does not carry with it the right of publication or use. It may not be used for any purpose by any person other than the Client(s), for the Intended Use specified in the engagement agreement and/or report;

2. The consultant is not required to give further consultation, testimony, or attend court for matters involving the subject property unless arrangements have been previously made; and

3. Neither all nor any part of the contents of this report (especially any conclusions as to value, the identity of the Consultant, or the firm with which the Consultant is connected) shall be disseminated to the public through advertising, public relations, news sales, or other media without prior written consent and approval of the Consultant.

Reader Note:

There may be other appropriate and more specific limitations on our opinions or conclusions identified in the cover letter or report as Hypothetical Conditions, Extraordinary Assumptions, or Contingencies.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 8

CERTIFICATION

I certify that, to the best of my knowledge and belief:

1. The statements of fact contained in this report are true and correct.

2. The reported analyses, opinions, and conclusions are limited only by the reported assumptions and limiting conditions and are my personal, impartial, and unbiased professional analyses, opinions, and conclusions.

3. I have no present or prospective interest in the property that is the subject of this report and no personal interest with respect to the parties involved.

4. I previously appraised the subject of this report for the same Client on several occasions, most recently in an appraisal report transmitted April 1, 2022 and having a date of value of December 31, 2021.

5. I have no bias with respect to the property that is the subject of this report or to the parties involved with this assignment.

6. My engagement in this assignment was not contingent upon developing or reporting predetermined results.

7. My compensation for completing this assignment is not contingent upon the development or reporting of a predetermined value or direction in value that favors the cause of the client, the amount of the value opinion, the attainment of a stipulated result, or the occurrence of a subsequent event directly related to the intended use of this appraisal.

8. My analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the Uniform Standards of Professional Appraisal Practice (USPAP).

9. I have not inspected the property that is the subject of this report since the subject lots are hypothetical.

10. Under my direction, Mr. Dennis Moredock verified the comparable data, performed analysis, and wrote the first draft of the appraisal report.

11. The reported analyses, opinions, and conclusions were developed, and this report has been prepared, in conformity with the requirements of the Code of Professional Ethics & Standards of Professional Practice of the Appraisal Institute.

12. The use of this report is subject to the requirements of the Appraisal Institute relating to review by its duly authorized representatives.

13. As of the date of this report, I have completed the continuing education program for Designated Members of the Appraisal Institute.

March 1, 2023
Frank E. Schmidt, MAI, SRA Date

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 9

SCOPE OF THE ASSIGNMENT

Information Provided to the Appraisers

The Client provided excerpts from the Parks and Recreation Facilities Fee Study completed by Willdan Financial Services. Old Republic Title Company provided Santa Clara sales statistics of land areas to assist us in estimating the weighted land average of all the sale transactions that occurred in the City of Santa Clara in the 12 months preceding the date of value. We were also provided the “Supplemental Instructions for Appraisal” approved by Santa Clara City Council on June 7, 2016, which are displayed in the Addenda. Lastly, in previous appraisals, City Parks provided us the Park Impact Fee Ordinance (No. 1928).

Extent of Research into Physical Factors

We drove several streets throughout Santa Clara over the past several years including various times in 2016, 2017, 2020, 2021, and 2022. We note changes that are occurring or have occurred, particularly regarding new development. We gathered data about land use ordinances for each hypothetical lot and the comparables from the websites of the appropriate municipalities.

Extent of Research Into Economic Factors

We gathered, analyzed, and applied macro-economic information gleaned from many sources, including:

x The Wall Street Journal
x 12th District Beige Book
x GlobeSt.com
x CoStar News
x The Kiplinger Letter
x DQ News/CoreLogic

We gathered, analyzed, and applied data about market conditions and other micro-economic information from:

x Websites of Commercial Brokerages
x Commercial and/or residential multiple listing services x Silicon Valley Business Journal
x San Jose Mercury News
x Discussions with agents active in the subject market

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 10 We talked to the buyers, sellers, and agents whose names we discovered on signage in the neighborhood and during comparable verification. We learned about additional market data from these people.

Extent of Comparable Data Research

We used a variety of sources and subscription services to gather comparable data, including:

x Verified Data Files from Other Appraisals
x CoStar Group
x DataTree
x MLSlistings.com
x LoopNet
x Commercial Real Estate Brokerage Websites

Verification

The most appropriate data that we discovered was verified with a party to the transaction. When that was not possible, we discuss and/or state the verification source(s), using public record data, subscription services, MLS, etc. in the Analysis section.

Among the comparables selected we studied copies of the assessor’s parcel maps, public record summary, aerial maps, records of survey, and other data such as structural, geological, or environmental reports, subdivision maps, title reports, etc. We also reviewed planning proposals/approvals and permit histories where appropriate.

Type and Extent of Analysis Applied

The data is summarized on spreadsheets displayed in the Analysis sections following. The analysis was comparative, iterative, qualitative, and quantitative.

Compliance

It was the intent of this appraisal to comply with the requirements of:

x The Uniform Standards of Professional Appraisal Practice (USPAP) including the Ethics and Competency Provisions as promulgated by the Appraisal Standards Board of the Appraisal Foundation.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 11 x The Code of Professional Ethics and Standards of Professional Practice of the Appraisal Institute.

x The City of Santa Clara’s “Supplemental Instructions for Appraisal”

DEFINITIONS

According to the California Code of Civil Procedure, Section 1263.320 defines Fair Market Value as:

“(a) the highest price on the date of valuation that would be agreed to by a seller, being willing to sell but under no particular or urgent necessity for so doing, nor obliged to sell, and a buyer, being ready, willing, and able to buy but under no particular necessity for so doing, each dealing with the other with full knowledge of all the uses and purposes for which the property is reasonably adaptable and available.

(b) The fair market value of property taken for which there is no relevant, comparable market is its value on the date of valuation as determined by any method of valuation that is just and equitable.”

Revised federal definitions in the Uniform Act identify the definitions of “market value” and “fair market value” as one and the same. These terms are used interchangeably in this report.

Weighted Average means an average resulting from the multiplication of each component by a factor reflecting its importance or contribution.

Average Value means a value that is calculated by adding values together and then dividing the total by the number of values.

Fee Simple Estate means absolute ownership unencumbered by any other interest or estate, subject only to the limitations imposed by the governmental powers of taxation, eminent domain, police power, and escheat.”
3 3 Appraisal Institute, The Dictionary of Real Estate Appraisal, 6th ed., (Chicago: Appraisal Institute, 2015) Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 12

REAL PROPERTY, REAL ESTATE, AND PERSONAL PROPERTY APPRAISED

Real Property is defined as all of the interests, benefits, and rights in the ownership of the physical real estate, that is, the bundle of rights with which the ownership of the real estate is endowed. Real estate is defined as physical land and appurtenances attached to the land.

Real Property Rights Appraised

The subject properties are hypothetical unimproved lots and the fee simple estate is appraised.

Real Estate Appraised

It is an assumption of this appraisal that the subject’s hypothetical finished lot is graded and level, all utilities and services are stubbed to the site, is ready for building improvement, and defined as follows:

Area : One acre

Shape & Frontage : Shape is rectangular with typical frontage along one street.

Topography : Level, at street grade

Drainage : Adequate

Utilities & Services : The municipality provides water, electrical, and sewer service. A private contractor provides garbage service.

Local utility companies provide telephone and cable. All utilities are piped and wired onto the hypothetical lot.

Easements : Typical public utility easements along frontage presumed.

Soil Conditions : It is a general assumption of this appraisal that the hypothetical site is suitable for any legally permissible and physically possible use.

Environmental
Impairment Issues : It is a general assumption of this appraisal that there are no environmental issues that affect the market value of the hypothetical lots.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 13 Off-Site Improvements : Street is fully improved and maintained by the City; it is asphalt paved with streetlights, curbs, gutters, and
sidewalks.

Street Access : Rates average in comparison to competing properties.

Exposure/Visibility : Rates average in comparison to competing properties for each hypothetical use.

Flood Hazard Status : Hypothetical lot is presumed to be within Zone X, which denotes areas of minimal flood hazard, usually depicted on FIRMs as above the 500-year flood level.

Earthquake Fault Zone : The hypothetical lot is not located in an Earthquake Fault Zone as designated under the Alquist-Priolo Earthquake
Fault Zoning Act.

Improvements : None

Personal Property Appraised

We did not appraise any personal property.

PREVIOUS APPRAISALS

The author previously appraised the subject(s) of this report for the City of Santa Clara on several occasions, most recently in an Appraisal Report transmitted April 1, 2021 with an effective date of opinion of December 31, 2021. The next most recent appraisal of the subject was transmitted March 21, 2021 with an effective date of opinion of December 31, 2020. The intended use of all appraisals was the same: to assist the City in determining park impact fees.

REGION & CITY DESCRIPTION

The County of Santa Clara is located at the southern end of San Francisco Bay. It encompasses about 1,304 square miles of land with 15 incorporated cities and towns. According to California Department of Finance (CDF), on July 1, 2022, the county had a population of 1,882,601, a decrease of 4.82 percent from the July 2021 estimate. Over the past several years, Santa Clara County had been experiencing strong employment conditions. Prior to the COVID-19 pandemic, Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 14 unemployment was at historical lows and essentially reflected full employment conditions.

According to statistics published by the State of California Employment Development Department (EDD), the Santa Clara County unemployment rate was 2.0% in December 2022, based on a labor force of 1,060,500. This is a decrease from the March 2020 unemployment rate of 3.4%, prior to COVID-19. It is also lower compared with the one-year prior unemployment rate (December 2021) of 4.0%, based on a labor force of 1,042,900 jobs.

Santa Clara County, which makes up the bulk of Silicon Valley, is highly dependent on technology employment, including Adobe, Apple, Applied Materials, Cisco, eBay, Flextronics, Google (Alphabet), HP, Intel, Intuitive Surgical, Lockheed Martin Space Systems, Microsoft, Netapp, Oracle, PayPal, and Tesla.

The City of Santa Clara covers about 18.4 square miles and is surrounded by San Jose on the north, east, and south, and is adjacent to Sunnyvale and Cupertino on the west. The City of Santa Clara’s population estimate was 130,127 as of January 1, 2022, according to the CDF, about .8% higher than 12 months earlier. Employment conditions in Santa Clara followed a similar trend as seen in Santa Clara County. Unemployment, according to the EDD, was reported at a rate of

2.1% in the city of Santa Clara as of November 2022, based on a labor force of 74,000. The unemployment rate has generally followed a downward trend since peaking in April 2020 at

9.5%. Still, the current rate is below the rate of 2.6% reported in February 2022.

An aerial of the City of Santa Clara (outlined in red) and surrounding areas is shown below:

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 15 The two largest employers in the City of Santa Clara are Intel and Applied Materials. Other high- tech companies, such as AMD, Nvidia, Palo Alto Networks, Sun Microsystems, ServiceNow, and Agilent Technologies have headquarters in the City. Other large employers include California’s Great America, Avaya Inc., Santa Clara City Hall, EMC Corporation, Macy’s, and Santa Clara University. The City of Santa Clara is the supplier for the City’s water and electric power, which it claims can save small industries almost 50% on their utility costs.

Levi’s Stadium, the home of the San Francisco 49ers, opened over the summer of 2014 in the northern portion of the city, adjacent to Great America Theme Park and the existing 49ers practice facility. The Santa Clara Convention Center is also nearby and offers about 302,000 square feet of meeting space.

The opening of Levi’s Stadium spurred an increase in demand for nearby properties. There are several projects under construction throughout the city and several proposals in progress that are anticipated to add thousands of square feet of new retail, office and residential. The largest proposal is from Related California and is named Related Santa Clara (5155 Stars & Stripes Drive). The project is a 240-acre mixed use development located across from the street from Levi’s Stadium. It would include 9.16 million gross SF of office, residential units, retail and entertainment facilities, hotel rooms, and surface and structured parking facilities. The first development phase is approved and was slated to open to the public in 2023 but was delayed by the pandemic. The Lake Park office development project is a 4.05 acre project site that has received approvals for a 150,000 SF office development located at 3001 Tasman Drive. The Kylli mixed use development project Mission Point is currently pending review and is located at 3005 Democracy Way. This project is a 46 acre site that proposes 3,000,000+- SF of commercial office/lab space, 100,000+- SF of neighborhood retail, 1,800+- new multi-family residential, a child care facility, and indoor and outdoor community spaces.

The Santa Clara Square development project (The Irvine Company) encompasses approximately 93 acres and includes 1,862,000 SF of office, 178,000 SF of retail, and up to 1,840 units of residential apartment units. This project is at 2600 Augustine Drive and is currently under construction. The NVIDIA project is under construction and is located at 2600, 2788 and 2800 San Tomas Expressway. The 35.6 acre site will have 1,950,000 SF of office/research and development (R&D) space within three buildings. 575 Benton Street is a mixed use project by Prometheus that is currently under construction. This 5.7 acre site will have apartment units and retail space. A 190-room hotel on a 1.96 acre site is currently under construction at 2900 Lakeside Drive. Gateway Village by Essex Property Trust at 3700 El Camino Real will have 476 residential units and 108,600 sq.ft. of retail space on a 12.6 acre site. This project is currently under construction. The Lawrence Station Project – Kifer Road (Summerhill) is at 3505 Kifer Road and is currently under construction. This 29.4 acre project is part of the Lawrence Station Area Plan. The project is a 988 residential unit, four-story, multi-family development with 39,225 SF of retail/amenity space. Additional development in the City includes several new Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 16 structures on the Santa Clara University campus and continued residential build-out of the Lawrence Station area.

The City’s median household income was estimated by the U.S. Census Bureau at $150,244 in 2021 and the per capita income was about $69,021. The United States Census Quick Facts for 2017-2021 indicated the following demographics in Santa Clara:

Total Households 45,830
Owner Occupied Housing Unit Rate 42.4%
Average Household Size 2.68
Bachelor’s Degree or Higher 63.2%
In Civilian Labor Force 71.1%

The City is home to Santa Clara University, Mission College, a public community college, and Golden State Baptist College. The City is primarily served by Santa Clara Unified School District, which includes 19 schools spanning transitional kindergarten through high school. The southwest corner of the City is served by Cupertino schools.

The City of Santa Clara and Santa Clara County benefit from a number of freeways, arterials, and expressways that provide access to most areas of the region, including three interstate highways, I-280, I-880, and I-680 in addition to several federal and state highways, US-101, CA- 85, CA-87, CA-17, and CA-237. Caltrain, Amtrak, and ACE rail transportation, light rail, and VTA bus services provide mass transit for the city, connecting Santa Clara to the greater Bay Area. Located adjacent the City’s eastern border is the Norman Y Mineta San Jose International Airport, with service to about 30 destinations.

There are three primary zip codes within the city, which are shown on the following map as the color-coded areas within the black-outlined city limit boundaries. Note that the 95053 zip code applies to Santa Clara University, which is located within the Santa Clara city limits, but was not included as part of this appraisal.

Real Estate Appraised: Three H

Frank Schmidt & Associates
Source: zipma

Conclusion

All locations within Santa Cla
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MARKET CONDITIONS

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Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 18 The Winter 2022 Allen Matkins/UCLA Anderson Forecast California Commercial Real Estate Survey “was taken as the Delta/Omicron phase of the pandemic was raging and was slowing the return of consumers to the purchase of services, to the office, and to vacation travel.” Multi- family housing has rapidly bounced back from a “falling-rent” hiatus and is also in for a run of new project development. Though the last two Surveys suggested a turn in office and retail market, it has happened sooner than expected.”

The Winter 2023 Allen Matkins/UCLA Anderson Forecast California Commercial Real Estate Survey reports “The level of uncertainty in the economy has elevated dramatically in the months since the Summer 2022 according to Allen Matkins/ UCLA Anderson Forecast California Commercial Real Estate Survey. The combination of recent Federal Reserve interest rate increases and an increased possibility of a near-term recession has resulted in more challenging commercial real estate financing including a demand by financiers for higher equity participation and higher rate of return hurdle rates. Nationwide, a contraction in new commercial development is now underway. The latest Survey, taken in December 2022, coupled with analysis by the UCLA Anderson Forecast, paints a relatively better picture for commercial real estate in California. This is particularly true for the period after 2023. Nevertheless, commercial real estate development in California is also impacted by higher interest rates and the expected slower economic growth.”

In the following narrative we present some statistics and comments regarding the market conditions for each land use we are appraising. Land market conditions for each of these uses are not typically tracked by any firms that we are aware of; it has been my experience and historically as reported by market participants that the land market for these uses typically trend with the improved markets, oftentimes leading. We report on the sale, rental, and construction trends of the respective markets, in estimating the appropriate market conditions adjustments used in our following analysis.

Regional Economic Conditions

According to San Jose think-tank Joint Venture Silicon Valley (JVSV), “The region recovered from pandemic job losses by April 2022. Unemployment hit an historic low. Tech is becoming more highly concentrated. Silicon Valley added 88,000 jobs between mid-2021 and mid-2022, a growth rate of 5.4 percent. An estimated 22,000 jobs were added in the second half of the year.

At the end of 2022 Silicon Valley was home to a quarter of the US workforce for our largest tech companies. Layoffs commencing in the second half of 2022 resulted in a one percentage point loss in the region’s share of this 1.1 million-person workforce. The tech sector (including San Francisco) continues to become more concentrated. The 30 largest firms account for 42 percent of employment (19 percent are at Google, Apple and Meta alone). Silicon Valley’s unemployment rate hit an historic low (1.8 percent) in May of 2022.” Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 19 “Demand for commercial space is tempered by remote work but specialized R&D space is hot.

Though remote work is shifting the dynamic, leasing activity remained strong throughout 2022, reaching 24.8 million square feet (up 2 percent). While there was a 45 percent increase in the number of lease agreements, the average amount of space per lease has sharply declined (to 12,700 square feet). Bay Area companies requiring other commercial types have not downsized, reflecting how R&D, laboratory and industrial spaces are less inherently able to be replicated off-site. The amount of office development in the pipeline remains robust, indicating a continued desire of owners to expand their footprint, and optimism from developers. Rental rates rose in 2022 for all space types, although Office rates did not outpace inflation. Rates for lab space have climbed the most rapidly. With the majority of Silicon Valley’s premier tech companies announcing layoffs, sublease space has started to appear. A total of five million square feet of new Silicon Valley commercial space was completed in 2022 (61 percent Office, 10 percent Lab, 12 percent R&D and 8 percent Industrial), an amount nearly half of what was completed in 2021.

Google, Apple, Meta, Amazon, LinkedIn and Netflix, combined, occupy 20 percent (54.2 million square feet) of office and R&D space. Of these six companies, Google occupies the most (approximately 20.5 million square feet). Remote work is increasing, creating extra capacity on roadways and decimating public transit. The share of Silicon Valley workers working from home grew to 35 percent in 2022, up from 28 percent in 2021. The share was 6 percent in 2019.”

“Silicon Valley’s population declined by 38,900 residents between mid-2020 and mid-2021, the highest figure ever recorded. The decline was due to a 74 percent rise in domestic outmigration, a reversal of the net flow of foreign immigrants (-103 percent), declining birth rates, and rising death rates.”

Commercial Market Conditions

Commercial properties typically include office and retail uses. We discovered that office properties are generally being built in the central business districts and in light industrial locations. Research and development (R&D) properties have historically been a subcategory of industrial. However, R&D can rival office space in terms of finishes and quality and we elected to include a discussion of the R&D submarket as part of the commercial market. Many of the traditional retail corridors in this region, El Camino Real in particular, have land use ordinances that allow for residential mixed-uses.

In this market, real estate brokerages track office and retail statistics by city or submarket; they are not broken out by zip code. Following we present the relevant statistics pertaining to the Santa Clara market and provide comments from market participants regarding the perceived differences in each of the Santa Clara zip codes that the three hypothetical lots being appraised are located.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 20 Office Market

The Silicon Valley office market from early 2017 through 4Q-2022 was generally characterized by increasing vacancy rates, negative net absorption, and overall flat to slightly increasing average asking rental rates. The next table displays data from the Cushman & Wakefield’s 4Q- 2022 Silicon Valley Marketbeat Office Snapshot and predecessor reports and includes statistics from the Silicon Valley market, the subject’s submarket (Santa Clara), and the adjacent Sunnyvale submarket.

OFFICE STATISTICS

Source: Cushman & Wakefield Marketbeat Office Snapshot

The data indicates that the office vacancy rate in Santa Clara generally increased slightly from Q1-2022 through Q4-2022. The Silicon Valley market has been overall more stable with vacancy reported at 11.0% for Q4-2022, slightly up from the 10.5% rate in the third quarter 2022. The region’s availability represents 17.2 million square feet of vacancy in 4Q-2022. “Despite strong fundamentals, remote work policies popularized during the COVID-19 pandemic as well as fears of an upcoming economic downturn have left a significant amount of office space in the Valley vacant.”

Cushman & Wakefield reports key 2022 lease transactions in the City of Santa Clara’s include 160,611sf expansion at 3075 Olcott Street and DataStax sublease of 31,250sf at 2755 Augustine Drive in Q1-2022, aided by a 330,317 square foot sublease by Pure Storage at 2555 & 2565 Augustine Drive in Q2-2022, and a expansion by AMD of 62,500 square feet at 2755 Augustine Drive in Q3-2022.

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Average Asking Rate & Vacancy Rate Office Market
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Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 21 The average office asking rent in 4Q-2022 for the City of Santa Clara was $4.45/SF/Month on a Full Service expense basis, whereby taxes, insurance, maintenance, utilities, and janitorial expenses are bundled into the base rent. This is slightly more than the $4.43/SF/Month asking rate from one year ago.

Marcus & Millichap’s 4Q-2022 Market Report shows that in the San Jose Metro area, which includes Santa Clara, office vacancy increased 30 basis points Asking rents in the San Jose Metro increased 2.4% year-over-year.

Marcus & Millichap reported the following trends in the San Jose Metro:

There are several office developments under construction in Silicon Valley and Santa Clara.

Notable developments previously discussed in the City of Santa Clara include: Related California, Lake Park, Kylli, Santa Clara Square, and NVIDIA.

Research and Development (R&D) Market

The next table displays data from Colliers International’s 4Q-2022 Silicon Valley R&D Market Snapshot and its predecessor reports:

.Supply and Demand Sales Trends
- Campletfontt Net AluarpJfon - VacancyRll!e - Average Prit:£: - ,hl'l1{Ji!!CiJpRate l
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Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 22

Source: Colliers International

The next tables display data from Cushman & Wakefield’s Marketbeat 4Q-2022 Silicon Valley R&D Market:

Source: Cushman & Wakefield

As shown above, Silicon Valley’s R&D market experienced an overall decreasing vacancy rate in 4Q-2022. Meanwhile, asking rents in Santa Clara have remained stable from $2.70/SF/month in 1Q-2022 to $2.69/SF/month in 4Q-2022 on a NNN expense basis, despite the pandemic. A NNN expense basis in this market means the landlord is only paying for management of the account and reserves for replacement, while the tenant typically pays all other operating expenses.

R&D Average Asking Rate & Vacancy Rate

14.00% $4.00

12.00%
$3.50

10.00%
$3.00

8.00%

6.00%
S2.50

4.00%
$2.00

2.00%

0.00% $1.50
102018 202018 3Q2018 402018 102019 202019 302019 402019 102020 2Q2020 302020 402020 102021 2Q2021 302021 4Q2021102022 202022 302022 402022 Santa Oara Vacal'K'(Rate Sunnyvale Vacancy Rate - SiliconValleyVacancy Rate --Santa Cara Asking Rate --SunnyvaleAskin,g Rate --Silicon Valley Asking Rate

OVERALL VACANCY & ASKING RENT

53.50 $3_00
$2.50
14%
12%
10%
$2..00 8%

ASKING RENT COMPARISON
$8.00 $7.10
$7.00
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$□ .00
- As.ling Rent. s PSf - vacancy Rate
$1.63$1.33
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 23 Cushman & Wakefield reported in their Marketbeat 4Q-2022 Silicon Valley R&D Market that though more resilient than other markets nationally, the Bay Area has begun to show signs of an economic downturn. Mass layoffs from tech companies throughout the Bay Area have caused tenants and landlords to pause and reassess. Despite growing fears about the global economy, R&D product seems to be backed by strong demand and has consistently posted growth during the post-pandemic era.

Retail Market

According to Marcus & Millichap’s Third Quarter 2022 San Jose Metro Area Retail Report, Sector outlook is brightening. With an unemployment rate of 2.4 percent in August, San Jose’s labor market is outperforming the national average by 130 basis points. The strength of the metro’s economy, coupled with pent-up consumer demand stemming from pandemic lockdowns, led to a rise in consumer spending over the past 12 months ending in June. These circumstances are improving the outlook for the retail sector in the Silicon Valley. Although availability has remained relatively steady over the past year ending in June, the vacancy rate in San Jose is at least 80 basis points lower than any other major Bay Area market. The metro’s second quarter performance provides additional reason for optimism. During the three-month span, nearly all San Jose submarkets recorded positive net absorption. Specifically, vacancy fell 120 basis points in Santa Clara to 2.4 percent, the lowest rate in the metro, while availability in Sunnyvale- Cupertino dropped by 110 basis points. Transaction velocity for single-tenant assets increased by nearly 25 percent during the past four quarters ending in June, relative to the previous yearlong span. Pricing for properties in this segment was largely unchanged, recording at an average of $739 per square foot, while the mean cap rate remained in the high-4 percent range.

Within Santa Clara, Westfield Valley Fair Mall completed a $1.1 billion expansion in 2020 (Three-story, 98,000 square foot addition). Most of the new retail being proposed in this market is part of larger mixed-use projects.

Spending Patterns

General market conditions for the retail real estate segment can be indicated by taxable retail sales. Typically, a market where taxable retail sales are increasing would be supportive of additional retail development as existing retailers are willing to expand and new retailers are interested in entering the market. The converse is true when taxable retail sales are declining.

Over the course of 2019 (the most recent statistics available), taxable retail sales in Santa Clara County totaled approximately $47,001,964,265, or more than $47 billion dollars. This represents an increase of approximately 3.9 percent over the total taxable retail sales reported over the Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 24 course of 2018. The city of Santa Clara’s economic & growth data show total taxable sales in the city were reported to be $2,909,866,700 in 2010 and $2,135,359,000 in 1990.

Average Asking Retail Rental Rates and Vacancy Rates

Cushman & Wakefield is a brokerage firm that publishes quarterly reports for the retail market in the San Jose metro area. They reported in their Q4-2022 Marketbeat Silicon Valley Retail that although the job growth has been slower in the fourth quarter, the unemployment rate in Silicon Valley was still low at 2.2% at the end of 2022, down 160 basis points (bps) from last year’s figure of 3.8%. Professional and business services as well as hospitality contributed to the most job growth in Silicon Valley in 2022. The median household income was recorded as the highest in the country at $149,600, an increase of 8.2% from $138,200 a year ago. Meanwhile, the population grew by 0.5% annually. The overall vacancy rate of the shopping centers in Silicon Valley was fairly stable in the fourth quarter of 2022 at about 5%. The total retail inventory in Silicon Valley remained at 37.3 million square feet (msf) at the end of 2022, leaving 2.0 msf of vacant retail space, which consisted of 1.9 msf (96.2%) of direct retail space and 74,100 square feet (3.8%) of sublease space.

The chart below displays the average asking rental rate and vacancy for the Santa Clara submarket, Sunnyvale/Cupertino submarket, and Santa Clara County taken from Cushman Wakefield and its predecessor retail reports from 3Q-2017 onwards:

Retail Asking Rates and Vacancy
$44 .00 8.0%
$42.00 7.0%
z $40 .00 z z 6.0%
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$26.00 1.0%
$24.00 0 .0%
- Downt own SJ Vacancy - Silicon Valley Vacancy - Sant a Clara Vacancy - Sunn yvale/ Cupert ino Vacancy --Dow ntow n SJ Asking Rent --Silicon Valley Askin g Rent --Santa, Clara Askin g Rent --Sunn yvale/ Cupertin o Asking Rent Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 25 As indicated in the table above, the Santa Clara County retail market had an average asking rent of $2.99/SF/Mo NNN in 4Q-2022 which is a slight increase compared to $2.96/SF/Mo NNN in 4Q-2021. Neighborhood and community centers account for most of the vacancies in the market.

In 4Q-2022 asking rents averaged $2.51/SF/Mo NNN in the subject’s Santa Clara submarket which is a decrease compared to $2.71/SF/Mo NNN in 4Q-2021. In 4Q-2022 the retail vacancy rate in Santa Clara was reported at 3.7% with no new retail under construction. Vacancy rates in the subject’s submarket declined from 3.9% from one-year ago. Asking rental rates in Santa Clara had generally been stable since Q1-2018 before a sharp increase in Q4-2020 and a decline starting in the final two quarters of 2021.

According to Marcus & Millichap’s Hospitality Report for Midyear 2022 - San Francisco Metro Area (which includes Santa Clara) , “High-profile events return as pandemic restrictions fade.

One of the hardest-hit metros during the health crisis, San Francisco dropped nearly all COVID- 19 restrictions earlier this year. As capacity regulations are lifted, large-scale events should stimulate hospitality recovery. An expected influx of foreign travelers will play a significant role in boosting hotel demand, as before the pandemic, one third of the metro’s tourism stemmed from international sources. Full recovery dependent on business and foreign travel. Hospitality services catering to business clients still face headwinds, due to a high proportion of firms operating on hybrid or remote schedules.”

Industrial Market Conditions

We referenced industrial (manufacturing) and warehouse market data from brokerages Cushman & Wakefield and Colliers International; we also interviewed local market participants for this report. Cushman & Wakefield reported in its Marketbeat Silicon Valley Industrial Q4-2022 , that vacancy for industrial product in Silicon Valley decreased in 4Q-2022 to 3.0% from 3.3% in 4Q- 2021. Colliers International reported that warehousing vacancy in Silicon Valley decreased to

1.5% from 2.2% in the prior year. Cushman & Wakefield reported the Central Silicon Valley industrial submarket, which includes Santa Clara, San Jose, Campbell, and Sunnyvale, had an overall vacancy rate of 2.8% and an average asking rate of $1.40/SF/Month NNN at the end of 4Q-2022. The average asking rental rate in the subject’s Santa Clara submarket was reported at $1.56/SF/Month NNN and a vacancy rate of 1.7% was reported. The subject’s Santa Clara submarket represents a moderate sized industrial submarket in the region with a total industrial inventory reported at approximately 15,487,547 square feet, or roughly 23 percent of the total Silicon Valley industrial inventory.

In their Q4 2022 San Jose Silicon Valley Research & Forecast Report for industrial/warehouse properties, Collier’s International reported The industrial market in the Silicon Valley remains stable leading into 2023 but has softened in comparison to the tremendous growth seen since Covid in the past two years. While considered the base of the economy, industrial users are Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 26 beholden to their own sales demand, so while industrial remains strong in the fourth quarter, the slowdown experienced in the other sectors will likely affect the demand for industrial space in the Valley. Regardless, with limited new supply, decreasing vacancy rates, and high asking rents, the Silicon Valley industrial market remains competitive heading into the new year. Regarding notable user activity, in San Jose Home Depot preleased 126,700 square feet at 1953 Concourse Drive and Inspur subleased Amazon’s 78,000-square-foot warehouse at 615 King Road. Despite high interest rates, investors were very active in the Santa Clara submarket; Ellis Partners acquired a 30,000-squarefoot building at 3060 Raymond Street for $13.5 million and Dollinger purchased a 12,000-square-foot building from Victor Leasing Company at 2290 De La Cruz for $625 per square foot.

The next chart shows industrial rental rate and vacancy trends since 1Q-2018 based on data from Colliers International. The chart shows generally stable to decreasing vacancy rates and stable to decreasing rental rates, Sunnyvale being the exception.

Vacancy rates for manufacturing were generally stable in Silicon Valley between the start of 2015 and 1Q-2020, before decreasing to the 2.5% range in 4Q-2022. A similar trend has played out in the Santa Clara submarket with a generally decreasing vacancy rate to the 1.1% range in 4Q-2022. However, manufacturing rental rates in Santa Clara continue to increase; the asking rental rate rose from $1.47/SF/month NNN in 3Q-2018 to $1.81/SF/month in 4Q-2022. Within Silicon Valley, the average asking rate for warehouse was $1.46/SF/month in 4Q-2022compared to last year’s rate of $1.43/SF/month.

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Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 27 Warehouse data collected from Colliers International’s Silicon Valley Research & Forecast Report Q4 2022 and its predecessor reports are displayed in the next chart:

Warehouse vacancy rates in Silicon Valley had been declining for several years before increasing in 2018 and 2019, and then decreasing in 2022. Warehouse rental rates in Santa Clara increased; the asking rental rate increased from $1.29/SF/month in 4Q-2021 to $1.54/SF/month in 4Q-2022. Within Silicon Valley, the average asking rate for warehouse generally remained stable at $1.23/SF/month in 4Q-2022 compared to last year’s rate of $1.24/SF/month.

Data centers are one of the largest industrial occupancy groups in Santa Clara, due mostly to Silicon Valley Power, which has lower rates than elsewhere in the Bay Area. The rise of remote working reinforced the need and demand for data centers. We discovered several expansion plans and construction occurring on existing sites, notably from Prime Data Centers. There have been several land sales in recent years in Santa Clara that are proposed for new data centers.

Market participants report that data center operators will pay a premium for a larger site in Santa Clara and that the ideal site will be about six acres; however Prime is planning to build on a site as small as 1.68 acres. Two (data center) sites in Santa Clara were sold in 2021 (see Industrial Land Comparables I-1 and I-2, these are the most recent industrial sales that we uncovered and confirmed). One additional transaction at 2315 Mission College Boulevard in Santa Clara (not included in the sales grid) is also a data center land sale that was reported to have been purchased by Amazon Data Services Inc. The 7.04 acre site reportedly sold for $51,817,500 or $168.97sq.ft. of land area. This sale could not be fully confirmed but was reported to have closed escrow on January 4, 2022.

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Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 28 CBRE’s U.S. Data Center Trends report for the 1H 2022 indicated the following market changes in Silicon Valley’s data center market:

The CBRE report notes that Silicon Valley collocation data center supply remains extremely tight, with strong demand lowering the overall vacancy rate to just 1.3% - the lowest in the nation. Cloud service providers continue to dominate, although the area has seen a resurgence of enterprise demand. Limited land and ability to deliver power has caused some providers to explore options beyond Santa Clara in neighboring markets like San Jose and the East Bay Area.

The city of Santa Clara is power constrained. Developers are land-banking available sites while waiting for power delivery. Notable activity includes NTT/RaginWire SV1 was 100% preleased.

GIPartners, EdgeCore and CyrusOne all announced new developments to begin the year or next.

Projects that began construction in Santa Clara are a 435,050sq.ft. 48-MW data center by Digital Realty, a 121,000sq.ft. 9-MW facility by Prime Data Centers, and a 560,000sq.ft. 60-MW building by Skybox Data Centers.

Residential Market Conditions

The National Association of Home Builders, reported housing data for the end of 2022 illustrate a market continuing to weaken because of low housing affordability, largely as a result of elevated mortgage interest rates. At the start of 2023, the average 30-year fixed mortgage rate is near 6.5%, down from a near 20-year high of 7.1% in early November.

However, forecasters expect the Federal Reserve will end its path of rate increases at the end of the first quarter. This should lead to sustainable declines for mortgage rates in the second half of 2023 and into 2024, enough to spur a rebound for single-family construction. However, rising mortgage rates combined with 35% to 45% growth in home prices since 2020 have priced many prospective buyers out of the market. Indeed, according to new NAHB estimates, 18 million households were priced out of the market as rates increased from 3% to 7% throughout 2022.

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Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 29 The decline in affordability is clearly reflected in current housing sales statistics: The volume of existing home sales in November 2022 was 35% lower than a year prior, while inventory was at just a 3.3-month supply. New home sales, per Census data, were down 15% in November on a year-to-date basis when compared against the same time period of 2021. Inventory is elevated at an 8.6-month supply, as builders report growing cancellation rates (30% on average) and declining buyer traffic.

As a result of these market developments, single-family builder sentiment — as measured by the NAHB/Wells Fargo Housing Market Index (HMI) — declined every single month of 2022, falling from 83in December 2021 to 31 in December 2022. This is the lowest reading since 2012, with the exception of the spring of 2020. In fact, nearly two-thirds (62%) of builders are using some form of sales incentive to sell homes, with 35% reporting they cut prices.

The California Association of Realtors (C.A.R.) published their December Home Sales and Price Report in mid-January 2022. The report notes that “ Closed escrow sales of existing, single- family detached homes in California totaled a seasonally adjusted annualized rate of 240,330 in December, according to information collected by C.A.R. from more than 90 local REALTOR® associations and MLSs statewide. The statewide annualized sales figure represents what would be the total number of homes sold during 2022 if sales maintained the December pace throughout the year. It is adjusted to account for seasonal factors that typically in fluence home sales. December’s sales pace was up 1.1 percent on a monthly basis from 237,740 in November and down 44.1 percent from a year ago, when 429,860 homes were sold on an annualized basis.”

“It’s encouraging to see an uptick in December’s home sales as buyers took advantage of a slightly more favorable lending environment that provided them with a window of opportunity to enter the California housing market,” said C.A.R. President Jennifer Branchini, a Bay Area REALTOR®. “As buyers and sellers gradually adapt to the new normal, we are seeing a shift toward a more balanced market. With both sides slowly adjusting their expectations, it’s hopeful that we’ll see sales ratcheting higher as market conditions improve further throughout 2023.”

California’s median home price in 2022 remained on a downward trend for the fourth straight month and has been down on a monthly basis for six of the last seven months. December’s median price of$774,580 was down 0.4 percent from the $777,500 recorded in November.

December’s price also was lower on a year-over-year basis for the second consecutive month, declining 2.8 percent from the $796,570 recorded last December. For 2022 as a whole, California’s median home price increased 4.5 percent from 2021’s $786,750 figure but is expected to decline by 8.8 percent in 2023.

“Home prices are holding up relatively well, despite rising interest rates and falling housing demand in recent months. Tight housing inventory was a primary factor preventing prices from Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 30 free falling as new active listings continued to dip to reach the lowest level in at least the past five years,” said C.A.R. Vice President and Chief Economist Jordan Levine. “While depressed inventory will preclude major price declines beyond the 8.8 percent we forecast for this year, it will also slow sales growth and prevent the housing market from having a rapid recovery.” “At the regional level, median home prices dropped from a year ago in all major regions, with the San Francisco Bay Area experiencing the biggest annual price decline at 9.6 percent. All nine Bay Area counties experienced a year-over-year median price decline, with four of the nine counties sliding more than 10 percent.”

Regional Housing Market

The Standard & Poor/Case-Shiller Home Price Index measures the average change in value of residential real estate given a constant level of quality and reflects single-family housing. It is sometimes referred to as a repeat sale index. The next chart indicates that the index for the subject’s San Francisco Metropolitan Area increased about 29% from 263.868 in December 2018 to 340.806 in November 2022, or about 0.62%/month. However, over the eleven months between December 2021 and November 2022 the decrease was about .24%/month, echoing the builder sentiment evident in the Housing Market Index.

Source: S&P Dow Jones Indices LLC

The State of California Department of Finance (DOF) compiles statistics on total housing units in both the cities and counties of California. Based on DOF statistics, Santa Clara County had a total housing supply of 696,489 units as of January 1, 2022. This represents an increase of 4,076 units over the 692,413 units as of January 1, 2021. Extending further back in time, the DOF estimates the total supply of housing units in Santa Clara County at 631,920, as of January 2010.

This indicates that over the ten-year period between 2010 and 2020, the housing supply in Santa Clara County increased by a total of 42,638 units, equivalent to a compounded annual increase of

0.655 percent or an average of 4,264 units per year.

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Jul2019 Jan 2020 Jul2020 Jan 2021 Jul 2021 Jan 2022 Jul 2022 Source: S&P Dow Jones Indices LLC fred.stlouisfed.org
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 31

According to the Association of Bay Area Governments (ABAG) 4 Projections 2040 report (most recent report), in 2015, Santa Clara County had a total of 648,900 households. ABAG projects that in 2030, the number of Santa Clara County households will have increased by a compounded annual increase of 1.04 percent, to 757,690 or an average of 7,253 households per year. As such, the demand for housing (i.e. households) is projected to increase at a considerably higher pace than that of housing supply.

In the City of Santa Clara, the DOF reported a total of 52,000 housing units as of January 2022.

This represents an increase of 748 units from the 51,252 housing units as of January 2021.

According to ABAG’s Projections 2040 report, in 2015, the City of Santa Clara had a total of 49,685 housing units. This statistic is projected to increase to 52,675 housing units by 2030, a compounded annual rate of 0.39%, or an average increase of 199 housing units per year. Based on the most recent two year and 10-year periods, the City has exceeded ABAG’s projections.

Local Multifamily Market

According to Integra Realty Resources Viewpoint 2023 San Jose Multifamily Mid-Year Report, The San Jose apartment market continued to recover during 2022. The pandemic had negatively impacted demand as widespread remote working environments allowed many renters to relocate to more affordable markets. The most expensive submarkets in the Silicon Valley were the hardest hit with greater occupancy loss and greater rent decline. However, as the economy recovered and businesses reopened, renter demand returned with employees once again needing to be near employment centers. Though a widespread return to the office has not materialized, most employers have adopted some form of a hybrid schedule, requiring employees to be in the office at least a few days of the week. Improvement in apartment market conditions began in 2021, and reached pre-pandemic levels by mid-2022, with positive net absorption, increasing rental rates and a decrease in overall vacancy. The submarkets most heavily impacted were also the ones with the greatest recovery.

Integra Realty Resources Viewpoint 2023 San Jose Multifamily Mid-Year Report summary is displayed in the following charts:

4 Association of Bay Area Governments is the official comprehensive planning agency for the San Francisco Bay Area region.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 32

Source: Integra Realty Resources Viewpoint 2023 San Jose Multifamily Mid-Year Report

Values for multifamily properties are projected to be stable over the next 12 months, according to Integra’s report. Asking rents over the next 12 months are projected to increase.

According to a CoStar report on the local multifamily market, “Demand remained elevated through the first half of 2022, but drew back during 22Q3 as the economy slowed. The vacancy rate sits at 3.9% compared to 9.7% earlier in the pandemic, when remote and hybrid work enabled many renters to relocate to more affordable areas.”

“Vacancy in Santa Clara has fluctuated over the past 10 years as large-scale construction projects were completed and units were absorbed. In total, the submarket added over 4,300 units in the Market Rate lnd ·cators (Y/V)
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Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 33 past decade. The current pipeline is likely to apply upward pressure to vacancy in the coming years, even as the submarket has previously been able to absorb new units at a healthy rate.”

“Asking rents in Santa Clara fell during the pandemic as renters took advantage of remote working trends to seek alternative housing options outside of the Bay Area. As a result, demand for apartments slowed considerably, necessitating decreases in asking rents. Rent growth picked back up in 2021 and over the trailing 12-month period, rents have advanced 5.9%, a robust recovery as the economy has reopened and renters began to renew their interest in the submarket.”

The Marcus & Millichap’s 3Q-2022 Multifamily San Jose Metro Area Market Report stated that San Jose apartments return to pre-pandemic path as potential tech office return lies on the horizon. Renters are moving back to central areas, ahead of office plans. Apple’s aim to have most employees in the office at least three days per week starting in September may be a catalyst for a broader workplace return among South Bay technology companies, but for the metro’s apartments, demand has already come back. The addition of over 26,000 jobs through the first six months of the year places metro employers on track to expand staff counts by 3.7 percent this year. The total employment base is set to recover to the pre-pandemic level by the end of 2022.

Local Single-Family Market

According to the City of Santa Clara General Plan, an estimated 28,500 new jobs will be created and the population will grow by 32,135 people in the City between 2010 and 2035. The General Plan forecasts that 13,222 new housing units will be needed during that same period, based on an estimated household size of 2.5 people. The General Plan also states that household growth in the City has been much slower than the rest of Santa Clara County due to the lack of vacant residential land. Therefore, in order to meet future housing needs, construction of new housing will primarily occur through the redevelopment of existing sites.

Among the 52,000 housing units (January 2022) in Santa Clara, as reported by the DOF, the single-family (attached and detached) market represents about 24,460 or about 47% of the total housing units in Santa Clara.

CoreLogic is a national real estate, mortgage, consumer, and specialized business data provider.

DQ News has in the past tracked the annual median home price for all homes (single-family, condo, and townhouse), including new construction, in the City’s three ZIP code areas through 2021. As the DQ News reports are no longer available, all of 2022 year end summary data was obtained from MLS Listings and does not include all new construction.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 34

The data above indicates that zip code 95051 consistently has the highest median price among Santa Clara’s zip codes. Zip code 95050 had the second highest median in most years. The $/SF indicator shows that 95051 has higher prices than 95050, which both have higher prices than 95054. The data indicates that median prices were increasing in 2018, stabilizing in 2019 and 2020, and increasing in both 2021 and 2022. Overall median prices were higher in 2022. By the end of 2022, compared to the previous year, median prices had increased about 14.2% per year in 95050, increased about 9.4% per year in 95051 and about 1.8% per year in 95054.

The $/SF indicators showed an overall increasing trend from 2020 to 2022. The total number of sales indicator showed an overall decreasing rate from 2021 to 2022 in all three zip codes.

The following tables depict the median price trend by zip code over the 61 months ending December 2022 for single family homes and common interest developments (townhouse/condos) in the three zip codes of the City of Santa Clara using closed sale data obtained by MLSlistings.com:

2018 Year End Summary Sales
Community Zip Sales %Chg Median Price %Chg High Price $/SqFt %Chg San ta Clara 95050 380 -0.5% $1,184,5 00 24.4% $2,609, 000 $959 20.3% Santa Clara 95051 484 -16.6% $ 1,358,000 17.0% $2,80 0,000 $1,043 13.2% Santa Clara 95054 1 85 -25.4% $1,250,000 2 3.3% $2,400,000 $823 14.5% 2019 Year End Summary Sales
Community Zip Sales %Chg Median Price %Chg High Price $/SqFt %Chg Santa Clara 95050 332 -12.6% $1,200,000 1.3% $2,350,000 $910 -5.1% Santa Clara 95051 461 -4.8% $1,300,000 -4.3% $2,400,000 $973 -6.7% Santa Clara 95054 162 -12.4% $1,140,000 -8.8% $2,450,000 $782 -5.0% 2020 Year End Summary Sales
Community Zip Sales %Chg Median Price %Chg High Price $/SqFt %Chg Santa Clara 95050 301 -9.3% $1,200,000 0.0% $2,780,000 $834 0.9% Santa Clara 95051 614 33.2% $1,400,000 7.7% $2,200,000 $869 2.3% Santa Clara 95054 160 -1.2% $1,175,000 3.1% $2,090,000 $774 3.5% 2021 Year End Summary Sales
Community Zip Sales %Chg Median Price %Chg High Price $/SqFt %Chg Santa Clara 95050 441 46.5% $1,289,500 7.5% $3,218,500 $858 2.9% Santa Clara 95051 855 39.3% $1,490,000 6.4% $3,180,000 $912 5.0% Santa Clara 95054 242 51.3% $1,255,000 6.8% $2,900,000 $794 2.6% 2022 Year End Summary Sales
CoD1D1DDity Zip Sales %Chg Median Price %Chg High Price S/SqFt %Chg Santa Clara 95050 258 -41-5% $1,472,500 14_2% S3,650,000 $1,024 19-4% Santa Clara 95051 483 -43-5% $1,630,000 9-4% $3,500,000 $1,119 22_7% Santa Clara 95054 138 -43_0% $1,278 ,044 1_8% $3,330 ,000 $887 11-7% Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 35

As shown above, market data derived from the local MLS shows that prices were trending downward in 2018, and oscillated up and down in 2019, 2020 and 2021. Similarly, townhouses and condominiums oscillated up and down in 2022. However, prices for single family homes were generally trending downwards in the last half of 2022. In addition, the median days to sell increased in the last half of 2022.

We note that DQ News/CoreLogic data includes resales and new construction, while MLS typically does not include all new construction. This is because builders often do not use MLS to $2,000,000
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Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 36 market their homes, using their in-house marketing efforts instead. The following tables show the annual and 2-year change for all housing types over the last three Decembers, according to the MLS:

The data in the above table supports the opinion that 95050 and 95054 generally rate inferior to 95051. The data also indicates that median selling prices are higher over the past two years, but higher in 95051, higher in 95054, and slightly lower in 95050 over the last 12 months.

The next table using MLS statistics shows the monthly median change in selling prices in Santa Clara, adjacent Sunnyvale, and the larger Santa Clara County market since the start of 2018:

Median Sales Price
Housing Type Zip Code 2020 2021 2022 % Change per Month % Change per Month Last 12 Months Last 2 Years
SFR, Condo, 95050 $1,257 ,750 $1,350,000 $1,472 ,500 0.76% 0.71% & 95051 $1,390,000 $1,550,000 $1,630,000 0.43% 0.72%
Townhouse 95054 $1,212,500 $1,290 ,000 $1,278,044 -0.08% 0.23% Source: Local MLS
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Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 37

As the table above indicates, median selling prices were rising in the spring of 2018, receded until early 2019, were more stable through the end of 2019, but then increased sharply in the early part of 2020 through the spring of 2020. Prices were generally stable over remainder of 2020 in Santa Clara and Santa Clara County but declined in Sunnyvale. The median selling prices for each of these three areas generally increased throughout 2021 and the first half of 2022. Prices were generally trending downwards in the last half of 2022.

Conclusions

The Winter 2023 Allen Matkins/UCLA Anderson Forecast California Commercial Real Estate Survey reports “The level of uncertainty in the economy has elevated dramatically in the months since the Summer 2022 Allen Matkins/ UCLA Anderson Forecast California Commercial Real Estate Survey. The combination of recent Federal Reserve interest rate increases and an increased possibility of a near-term recession has resulted in more challenging commercial real estate financing including a demand by financiers for higher equity participation and higher rate of return hurdle rates. Nationwide, a contraction in new commercial development is now underway. The latest Survey, taken in December 2022, coupled with analysis by the UCLA Anderson Forecast, paints a relatively better picture for commercial real estate in California. This is particularly true for the period after 2023. Nevertheless, commercial real estate development in California is also impacted by higher interest rates and the expected slower economic growth.”

Commercial (retail and office) properties exhibited mixed indications due to the pandemic in 2021. Some retail is doing fine, but the hospitality/leisure/entertainment industries remain depressed. Office demand appears in limbo as many employees may or may not fully return to offices, particularly among tech companies. Layoffs commencing in the second half of 2022 resulted in a one percentage point loss in the region’s share of this 1.1 million-person workforce.

Demand for commercial space is tempered by remote work but specialized R&D space is in demand. Though remote work is shifting the dynamic, leasing activity remained strong throughout 2022. Based on discussions with market participants, general market conditions and the sales data we analyzed, we applied a market conditions rate of change to the commercial land sale comparables used of negative 0.75% per month from the start of 1Q-2020 through 4Q-2021.

For the year 2022 prices were more stable for commercial and did not warrant adjustment.

Over the past couple of years, industrial (and warehouse) market statistics indicated that rental rates have been trending upwards, while vacancy rates generally stabilized near 5%. Market participants opined that selling prices are also increasing, especially for large sites suitable for data centers. The increase in industrial value is supported by an improved paired sale at 3600 Peterson Way in Santa Clara that sold in October 2016 for $30 million and again in June 2019 for $37 million, which indicates a straight-line increase of about 0.72% per month for this 75,800 square foot building on an approximate 5.42-acre site. 1623 S 10 th Street in San Jose sold for
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 38 $3,000,000 in August 2018 and again for $3,801,000 in October 2020, indicating a straight-line increase of about 1.0% per month. Based on changing rents and prices, we concluded that competing industrial land prices were increasing at the rate of about 0.75% per month from the date of sale of the comparables through Q4-2020, with no additional adjustment in 2021 or 2022.

Santa Clara (and the Bay Area in general) is an undersupplied housing market. Demand for housing is expected to continue in the long-term, with increased demand for higher density housing options, a result of the scarcity of developable land and the more affordable nature for prospective buyers/renters.

Market data and market participants report that residential prices declined in the latter part of 2018 and were stable overall during 2019. In 2020, the residential market showed different trends depending on property type. The market generally saw greater demand for detached residential over the course of 2020 and 2021 as buyers looked to have more indoor/outdoor space since they began spending a greater proportion of time at home. Meanwhile, condominiums and apartments experienced a slower market during 2021. Comparing just the December 2022 city of Santa Clara overall median residential sales price to the December 2021 overall median residential sales price, MLS Listings shows a decline of 4.83% year or a decreasing rate of change of about .40% per month. Based on the market reports cited above, sales data analyzed, and market participant interviews, for the very low-density residential land sales used in the following analysis we applied an increasing rate of change of 0.25% per month from the start of 2020 through the fourth quarter 2020, an increasing rate of change of 1.00% per month from the start of 2021 through the fourth quarter 2021, and an decreasing rate of change of 0.40% per month from the start of 2022 through the fourth quarter 2022.

For the high-density land sales, median sale prices oscillated somewhat and multifamily rents stagnated or declined during 2021. Rent growth picked back up in the first half of 2022. CoStar’s Santa Clara Multi-Family report showed stagnating rent growth in the second half of 2022. Over the longer term, rent growth in Santa Clara has averaged 3.6% annually over the past decade. We conclude no market change is warranted during 2019, 2020 and 2021. A 3.6% annual market change is applied during 2022 for this property type.

LAND USE ORDINANCES

Since we are analyzing hypothetical lots, we supposed that each use would be based on its appropriate General Plan designation. The appropriate zoning category for each hypothetical use was not a critical factor as the General Plan is the long-term planning tool used by the City.

Furthermore, comparable land sale transactions typically sell based on their intended use, which is supported by the General Plan in almost all cases. The City’s Phase II Land Use map is in effect and is intended to guide land uses for the years 2015-2025. Compared to Phase I, it Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 39 expands the areas within the city where mixed-uses and higher-density residential is allowed. We supposed the following General Plan designations for each hypothetical use:

HIGHEST AND BEST USE

We studied the legally permissible, physically possible, financially feasible, and maximally productive uses of each hypothetical lot. We considered prevailing market conditions and recent development trends. As indicated in the market conditions section, except for retail/hospitality/office, each product type is generally experiencing increasing or stable prices and stabilizing vacancy rates. These are indications that the highest and best use is to construct the legally permissible product for each respective property type. However, for the commercial use, since many retail and office projects are on hold, construction would not likely be undertaken until the market improves, unless preleased or a build-to-suit is procured. Therefore, the highest and best use for the hypothetical commercial use would be to hold for future development of a commercial building until the market improves, unless preleased or a build-to- suit. We concluded to the following components of property uses for the highest and best use of the hypothetical lot based on the overall market and the instruction of the Client:

We applied a hypothetical condition that each of these uses was allowed on the hypothetical subject lot.

Use of Hypothetical Lot General Plan
Very Low Density Residential Very Low Density Residential Low Density Residential Low Density Residential
High Density Residential High Density Residential
Medium Density Residential Medium Density Residential
Commercial Regional Commercial
Industrial Light Industrial
I I
Use of Hypothetica] Lot Highest & Best Use
Very Low Densirty Residenti:.d Very Low Density ResrdentiiaJ Low Densirt) Residentia] L-0w Densify Res.identia]
l\ledium Uensify Residentia] Medmm Density Resrdentiall High Uensirty Residen tia] High Density Residentia]
Commercia] Ho]d for Development of a. Commerciall Biuil!ding lndustria] Indus.triall Building
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 40 For this analysis and based on the market and the City’s General Plan, we concluded the most reasonable density to support the residential uses was about the midpoint or nearer the high end of the allowed density ranges (based on ever-increasing density proposals/approvals):

x 10 dwelling units per gross acre (DU/AC) for Very Low-Density Residential;

x 13 dwelling units per gross acre (DU/AC) for Low-Density Residential;

x 30 DU/AC for Medium-Density Residential; and

x 45 DU/AC for High-Density Residential.

For Very Low-Density Residential, which allows up to 10 DU/AC, we concluded that the most likely subdivision for a hypothetical one acre of land would support a subdivision at the high of this range, or 10 DU/AC. This is because the scarcity of land requires ever increasing densities to make projects financially feasible.

The likely commercial use would be an office building, but only if preleased or a build-to-suit.

The likely industrial use would be a data center, flex, light industrial building or some type of interim contractor storage yard with minimal building improvements.

APPRAISAL PROCESS

The appraisal profession has generally relied upon three traditional approaches in estimating the market value of real property. These are the Income Capitalization Approach , the Sales Comparison Approach , and the Cost Approach . While all three approaches are always considered in a valuation assignment, all three are not always applied. The quantity and quality of available data and the applicability of each approach relative to the value being sought are important factors in reconciling to an opinion of value.

Market value was estimated using the sales comparison approach. The income capitalization approach is seldom used when valuing land. The cost approach did not offer substantial insight into this estimate of market value since there are no building improvements. Sellers, buyers, and our peers in this market rarely rely on the cost and income capitalization approaches when offering, purchasing, or valuing properties similar to the hypothetical subject lots. Therefore, we did not undertake a cost or income capitalization approach.

Following we estimated the value of a hypothetical one-acre lot under each use scenario described above, as if located within the 95050 zip code, since the most data was discovered in this zip code. Next, we applied the weighted average of the highest and best land use component, Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 41 based on the percentage of total land area associated with the different property types (as described above) that sold in the City of Santa Clara in the 12 months prior to the date of value (as reported by Old Republic Title Company). Lastly, we applied any necessary locational differences from the 95050 zip code conclusion to arrive at the appropriate average lot value in the 95051 and 95054 zip codes.

AVERAGE VALUE ESTIMATE IN 95050 ZIP CODE

Very Low-Density Land Value

The writers examined data that was discovered by: talking to brokers, agents, property owners, and market participants from within the subject market; reviewing DataTree.com, MLSlistings.com, and CoStar.com databases for recent sales; and searching Loopnet.com and broker databases for current listings. We also reviewed development reports provided by the planning departments of Santa Clara and other nearby cities.

As stated above, for the very low-density value component, we assumed a density of 10 dwelling units per acre, at the high end of the allowed range under the Very Low-Density General Plan designation, which allows up to 10 dwelling units per acre. We searched for competing sales and listings of properties throughout Santa Clara and adjacent cities which were intended for development with residential densities less than 25 dwelling units per acre and that closed escrow over the last three years. We first analyze the subject hypothetical one-acre site located in zip code 95050 since more appropriate sales from this zip code were discovered. The sales we found most comparable are displayed on the following adjustment grid. The adjustment grid serves two purposes. First, it presents data, analysis, and conclusions about the subject and comparables in a way that facilitates comparison. Second, it presents the data in a format whereby the reader can follow the writers’ adjustment process.

A parcel map for each comparable sale is displayed in the Addenda. Selling prices were verified using our summary transcript of the public record and conversations with selling and listing brokers/agents, sellers, and/or buyers when possible. A map showing the location of these comparables is displayed in the Addenda.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt& Associates Phone: 510-468-9219 [email protected] 42

\1'.RY LOW DL"NStn· CO:\fPARABtr LAND SALIS

ADDRESS
APN
SELLER
BUYER
ELIMI.NT OF ADJUSnfl.l'ljl

DOCUMENT NUMBER

VERIFICATION SOURCE
ASSESS?-.1ENT BONDS
Nm.,mER OF UNITS
S.\l.I I LISTING PRICI
SALi I OfFIRINC PRICI PIR SF
TRA.~S.\C110)1AL ADJUSn.ILl'ljlS

REAL PROPERTY RIGHTS CONVEYED
ADllJSTME.i.VT
FINA.~CING TERMS
ADllJSTME.i.\T
CONDmONS OF SALE
.WllJST,\fEA'T
E.-'G>ENDITURES AFTER S.U.E
ADllJST,\ffi\'T

CLOSE OF ESCROW
TIME OF SALE I MARKET CONDmO N
ADJ PRICI PIR SF AilIR TR.-\...\'li'S.\CllON.\L AD.JS
LO CATION.\L ADJUSTMI1'11S
E.-u>GSURE f VISIBil.ITY
Ace=
APPE.ALISITE INFLUENCES

ZIP CODE
OVIR.\LL LOCA110N .\L R.-\TJNC
PHVSICAL ADJUSDlI1'11S

SITE SIZE (ACRES)

SITE SIZE (SF)
UTILm·tToPOGRAPHY
USI/ZONINC ADJUSTML"I S
ZONING
GENER..U PLAN
ALLO\VED DENSITY (dwellin1 units per :acre)
Nu'l ·IBEROF ~TI'S
EST/.\lffED f PROPOSED DU/ACRE

INTENDED USE
PARK FEE COMPO:-m-.'T PER UNIT
~"TITI.E.\ ·IENTSTATUS
O\'IRAI.L PHYSIC .\L & USI/ ZONINC R.-\TINC
O\'IR.\LL R.U'INC--SUBJICT SHOULD SELL FOR

SUBJICT
10 FHSimplt
D~ember 31, 2022
Avtt:age
Aven.;e
Aven.;e
95050

1.00 43,560
~t:angubr I 1 StrHt Front
\'erylowDeosityRu
upto 10
10 10.0
RMidentW
S6S,263
H:asZoning& GP
COMPARABLE H.D-1
2303GilllH.!.StrHt
S2nt:aCUn.
104-06 -037
Jose Trinid3.dNuno
GunM.U ST E.&1:ue UC
25354 706
Brol.:tt, }.,fi.S, Public: Record
None
S2,443,000
Fu Simple
Con\'ention:al
Ann's-length
Demolition Offut
Au_;ust 8, 2022
June 2022
0 Simwr
Simwr
Simwr
95054
lnfa-ior

0.3S6
S145.4 ?

0.006/4

0.006/4
-2 .40<;)
5141.93
16,800
~tUlgubr l lStrHtFront
Rl -6L
Low Deosity Ru
S to 19
6 15.6
4 RMidentW Units
Simil:ar/S60,6SS
H:asZoning& GP
s ·~
LISS
COMPARABLE "1.0..?
159 Broobi~ Avem,;e,
S2nt:aCun.
303-22--02S
Domin10 1992 RM"oc::abte Trwt
R.:anj;uiTrwt, et .a.I
24597S55
Broktt , t ,fi.S, Public: Record
Nont
Sl ,3?5,000
596,7?
Fu Simple
Convention:al
COMPAR.,\BLE \1.D-3
3159ButteStrHt
S2nt:aCun.
290--04-044
W.illis 19S3 F:amily Trwt
Chen1 C & Tui L Chen
24420940
Broktt , 1·Il.S, Public: Record
Nont
2 S1,600 ,000
S110.9?
Fu Simple
AUC:ash
Ann', -Length Arm's-Length/Lnprovement V.Uue
O.W.) -9.3S%
Demolition Offw,t None
September 2, 2020
Aup:,u 2020
4 12
12 12.00, )
-4.SOt;)
510-US
Simwr
Simwr
lnferiorl&.m Tomu Expy
95050
lnffflor

0.31 13,700
Rec:tU\_gu,l.:ar I 1 StrHI Front
RI -SL
Very Low Density Res
upto 10
l.0

6.-1
SFD+ADU
Superior!None
Had Zoning Vld GP
Inferior
MORI
M:arc:h4,2020
Febru:ary2020
10 12
12 0.006/4
-4.SOt;)
5109.86
Suniw
Suniw
Suniw
95051
Simwr

0.33 14,425
Inferior I SI lrregubr I 1 StrHI Front
Rl -6L
Very Low Density RM
upto 10
l.0

6.0 RMidentW .,. ADU
Superior1None
Had Zoning Vld GP
Suniw
Simibr
C OMPAR.-UJLI \1.D-4
1334MillerAve
S;uiJose
375-25-053
StM'eo K. Doi 2011 Trwt
Zhm_;:T:ao
24965466
Buytt,Pcblic:R.ec:ord
Nont
3 53, 100,000
S139, 87
FHSimp le
AIICm
Arm'i-Length
Demolition Offwt
M:aylS,2021
M:arc:h2021
0 12

0.006/4
-4.80-/4
Suniw
Suniw
Superior
95 129

0.51 5145.14
22,164
~t:angul:ar l lS trtttFront
Rl -8
R.esidentul Nei_;:hborhood
up to 10

3.0 5.9
3 Reiidentul Units
Superior/527,300
H:asZoning & GP
S·- ·or
LISS
CO:\rP ARABLE VLD-S
134SMillerAve
S2n1oU'
375-25-05:S
Li Sh.:aoti:an_;:

Kelun
249654 71
BuyM, Public: Record
Nont
3 SJ.!,3 ?,000
S145,8?
FttSimpte
Al!Cuh
Demolition Offm
M:ay l S, 202 1
M:arc:h2021
0 12

0.00-/4

0.00-/4

0.00-/4

0.00-/4

9.00-/4
-4.80-/4
Simwr
Simwr
Superior
95129

0.51 5151.3?
22,164
Rec:-t;uigi.:1:ar/ 1 StrHt Front
Rl-S
Reiidentul Nei_;:hborhood
upto 10

3.0 5.9
3 RM-identW Unit,
Superior/S-27,300
Has Zoning & GP
s ·~
LIS S
CO:\rPARABLE \1..D-6
4249 Cheeney StrHt
S;uit:aCw-:a
104-12--025 & 026
Marlene Munson Rebello
M:anniBuiltersLLC
2529 71 69
Brok« , Subscription Svcs, Public: R.ec:ord
Nont
S?,650 ,500
S119,31
FHSimp1t
AUC:am
Ann's-Length
None
M:ay:S,202 2
Apri\2022
0 0.00-/4

0.00-/4

0.00-/4

0.00-/4

0.00-/4

0.00-/4
5115.49
Simwr
Simwr
Inferior
95054
lnftrior

0.51 22,216
Rec:-t:an;ubr 11 StrHt Front
Rl -6L
\'MY Low Density RM
upto 10
s.o

15.i
Sor9unit1.

Simwr /S60,658
Had Zoning and GP - No Approvili
Inferior
Sli,.hth· AIORI
CO:\fPAR.-\BLE VI.0..7
lhnsonAveol,\i!,
S>nl=
303-41-018

RROCALLC
B:akhtwi F:amily Trwt
2:5326305
BrokH , MI..S, Public: Record
None
S1,800 ,000
S119.05
FttSimple
AIICm
June 27, 2022
June2022
0 0.00-/4

0.00-/4

0.00-/4

0.00-/4
-2.40t;'i
Simwr
Simwr
Simwr
95117
Simwr

0.35 5116.19
15,120
Stlrregi.:1:ar/ l StrtttFront
Rl -S
ReiidentW Nei_;:hborhood
upto 10

4.0 ll.5
4 R.e.1ideniul Units
Simwr /S60,658
Had Zoning Vld GP - No Approvili
Simwr
S imilar
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt& Associates Phone: 510-468-9219 [email protected] 43

VERY LOW DENSITY COMPARABLE LAl'ID LISTINGS
ELEMENT OF ADJUSTMENT SUBJECT LISTING I LISTING OFFER 2a LISTING OFFER 2b ADDRESS A Yerage Street 1530-1540 Pomeroy Avenue Fillmore Street Fillmore Street Santa Clara Santa Clara Santa Clara Santa Clara ,_ -
APN 290-02-096 & 097 104-10-077 104-10-077
SELLER Maesumi/Pascual M.nisha Kamal Sitlani M.ni,ha Kamal Sitlani BUYER Listing Listing Listing
DOCUMENT NUMBER Listing Listing Listing
VERIFICATION SOURCE Broker, MLS, Public Record Broker, MLS, Public Record Broker, MLS, Public Record ASSESSMENT BONDS None None None
NUMBER OF UNITS 10 s 4 4
SALE / U ST/N G PRJCE 54,600,000 Sl,100,000 S1,115,000
SALE / OFFERJNG PRJCE PER SF S220.00 Sll7.33 SIIS .93
TRA..1',SACTIONAL ADJUSTMENTS
REAL PROPERTY RIGHTS CONVEYED Fee Simple Fee Simple Fee Simple Fee Simple ADJUSTMENT 0.00% 0.00% 0.00%
flNA_NCING TERJvlS Listing Offer Offer
ADJUSTM.El'IT 0.00% 0.00% 0.00%
CONDmONS OF SALE Listing Offer Offer
ADJUSTM EN T -20.00%~ 0.00%~ 0.00%
EXPENDITURES AFTER SALE Listing Offer Offer
ADJUSTMENT 0.00% 0.00% 0.00%
CLOSE OF ESCROW ,~ Listing Offer Offer
TIME OF SALE / 1v!ARKET CONDmON December 31, 2022 December 2022 November 2022 November 2022 MONTIIS FROM START IQ-2022 TIIROUGH 4Q-2022 0 1 1
ADJUS I?,IEN T (ii! % PER MONlli -0.40% 000"/4 -0.40% -0.40% ADJ PRJCE PER SF AFTER TR.<\_1',SACTIONAL ADJS S176.00 Sll6 .86 SIIS.46

LOCATIONAL ADJUSTMENTS
EXPOSURE I VISIBILITY Average Similar Similar Similar
ACCESS Average Similar Similar Similar
APPEAL/SITE INFLUENCES/Approval, Average Superior Inferior Inferior ZIPCODE 95050 95051 95054 95054
OVERALL LOCATIONAL RATING Averae;e SunPnor Inferior Inferior

PHYSICAL ADJUSTMENTS
SITE SIZE (ACRES) 1.00 0.480 0.215 0.215
SITE SIZE (SF) 43,560 20,909 9,375 9,375
UTILITYffOPOGRAPHY Rectan_,;ular I 1 Street Front Rectan,;ular I 1 Street Front lrre_,;ular Rectan,;ular Corner I 2 F ronta~es lrre,;ular Rectan_,;ular Corner I 2 F ronta~es USE/ZONING ADJUSDIE.NTS
ZONING R3-1SD I A R3-ISD / A R3-1SD I A
GENERAL PL'u'I Very Low Density Res Very Low Density Res I Community Very Low Density Res I Community Very Low Density Res I C<>mmunity ALLOWED DENSITY (dwelling units per acre) upto 10 up to 10 upto 10 up to 10 NUMBER OF UNITS 10 s 4 4
ESTIMATED I PROPOSED DU/ACRE 10.0 16.1 18.6 18.6
INTENDED USE Residential S Residential Units Residential Residential PARK FEE COMPONENT PER UNIT S65,263 S65,263 S60,658 560,659 ENlTTLE.i\fENT STATUS Has Zonin~ & GP Had Zonin~ and GP & Approval, Had Zonin~ and GP Had Zonin~ and GP OVERALL PHYSICAL & USE./ZONING RATING Surw.rior Inferior Inferior OVERALL RATING-SUBJECT SHOULD SELL FOR LESS l\lORE MORE Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 44 Adjustment Process

Transactional adjustments were made sequentially for property rights conveyed, financing terms, conditions of sale/motivation of participants, expenditures incurred by the buyer after the sale, i.e. demolition costs, and market conditions since the sale date. Market conditions adjustments are applied from the start of the first quarter 2020 through December 2022, based on trending sales data and our observations.

Comparable Sale VLD-1 is the sale of single-family lot improved with an older home. The buyer of Comparable 1 is an investor and intends to demolish the existing home and improvements.

The lot was reported to have been approved for six single family units in the past, however that transaction never consummated. Although the lot was most recently marketed with the potential of being subdivided to provide four multiple guaranteed units without city approval, we depicted 6 units on the sales grid due to its reported pre-approval. The property was reported to have been owner occupied at the time of sale. This sale has a R1-6L zoning and a low density residential general plan that allows 8 to 19 dwelling units per gross acre compared to subject’s very low density residential general plan that allows up to ten units per gross acre.

Comparable Sale VLD-2 is the sale of residential lot improved with an older home. The buyer of Comparable VLD-2 intends to demolish the home and construct a new two-story dwelling and add a 748 square foot detached additional dwelling unit (ADU). This comparable will not pay park impact fees since it already had a home improved on it and ADU’s are exempt under the Santa Clara City Code (17.35.090).

Comparable Sale VLD-3 was the sale of an improved lot that could support two lots or a SFD and an ADU. The listing broker opined that the existing improvements needed a lot of work, but the buyer intended to move into the home, which dated from the 1940s. Based on the expected utilization of the improvements, we concluded that a downward adjustment was warranted for their contributory value. The amount of adjustment was estimated based on our observations, input from the listing broker, and a good fit for the data. A downward adjustment of $150,000 for this element of comparison was applied to the comparable on the Conditions of Sale line.

Comparable Sale VLD-4 and Comparable Sale VLD-5 are the sales of two single-family lots improved with older homes. These comparables were offered together by separate ownerships.

The comparables were offered as a development site and a four lot conceptual site plan was included with the listings. Instead of a four-lot subdivision, the buyer intends to demolish both of the homes and subdivide the two existing lots into six lots and one common access lot. These comparables were selected to help bracket the subject’s lot size. These sales were relisted on April 20, 2022 for $11,500,000. The MLS shows that the properties were sold on August 23, Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 45 2022 for $12,000,000. The reported close of escrow was December 9, 2022. However, the transaction has not closed escrow and was reported by the listing broker to be in contract subject to all of the entitlements. The new subdivision if approved will have six lots with five single family homes and four condominium units (two of these will be affordable housing units). As of the date of value the property did not have approvals for this new proposed development.

Comparable Sale VLD-6 was the sale of two vacant lots that could support a reported 8 or 9 unit development. The seller had previously applied for a tentative map to allow for an 8-unit townhouse development. The proposed development was not approved and the lots currently do not have any pending approvals. The lots were not listed on the MLS but were reported to have been actively marketed for six months. The property was listed at $2,700,000 and was reported to have had four offers. This was an all cash sale.

Comparable Sale VLD-7 was the sale of a vacant lot that could support a reported 4 unit development. No pending approvals at the time of sale. Buyer was not sure if they will develop the lot for single family or multi-family use. The comparable had only one offer and it was an all cash sale.

Comparable Sale VLD-1 was reported to have been owner occupied at the time of sale and could be rented. The cost of demolition was offset by the rents that could potentially be received. The seller of Comparable Sale VLD-2 was given some time to lease back following close of escrow; again, we concluded that the cost of demolition would be offset by rental income. The sellers of Comparable Sales VLD-4 and VLD-5 were each given a short time to lease back following close of escrow; again, we concluded that the cost of demolition would be offset by rental income.

Comparable Listing 1 is the current listing of two single-family lots with each improved with an older home. The older homes will be demolished (the cost of demolition would be offset by rental income during the entitlement process). The properties are each listed at $2,300,000 ($4,600,000 total asking price) and must be purchased together. The listing agent is part owner and reported that the development has been approved by the City of Santa Clara and it is ready to pull permits within 3-6 months. The project consists of two adjacent properties that have been approved for two single family detached dwellings and six townhouses. The agent reported that they have interest in the property but have had no offers.

Comparable Listing Offer 2a and Comparable Listing Offer 2b are November 2022 offers for the current listing of a vacant corner parcel. This property was originally listed for $1,498,900 in July 2022. The listing price was reduced in September 2022 to $1,398,900. The price was again reduced in October 2022 to $1,298,900. Offer 2a was reported to have been $1,100,000 and Offer 2b was reported to have been $1,115,000. Both offers were considered low and rejected by the owner. The lot is currently marketed as having the potential for a duplex or fourplex.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 46

Locational adjustments were broken into elements that reflect the property’s identity to potential tenants or buyers (exposure, visibility), access (to freeways and amenities), and overall desirability of the location based on neighborhood factors such as age and condition of nearby properties, proximity to enhancing or detrimental factors, or an identifiable valuation element relating to address (locational appeal, zip code). As will be discussed in the following material, residential land values in the 95050 zip code rated superior to the 95054 zip code but inferior to the 95051 zip code; thus, the 95054-located comparable is adjusted upward and the 95051- located comparable is adjusted downward.

Locational adjustments were warranted for the elements of comparison as summarized on the grid. Although Comparable VLD-2 backs to a public park, beyond the park is San Tomas Expressway, which is within about 200 feet of this comparable and is not separated by a sound wall, rating inferior to the subject; an overall upward adjustment is concluded for this element of comparison. Comparable VLD-4 and VLD-5 are considered to be in a superior location with a higher median home sales price and are therefore rated as overall superior to subject.

Physical and Use/Zoning adjustments were broken into elements that reflect property size, utility/topography, allowed land uses and density, intended use/development density, affordable housing component, park fees, and entitlement status.

Comparable VLD-3 is located at the elbow of two streets and thus has an irregular pie-slice shape; an upward adjustment is concluded for inferior utility. For this analysis, upward adjustments were warranted for the lower densities of Comparables VLD-2 and VLD-3, rating inferior for this element of comparison. Excepting Comparable VLD-1, each comparable warrants downward adjustment for having either no park fees or for having lower park fees than the hypothetical subject lot.

As discussed in the preceding material, market conditions adjustments are applied from the start of the first quarter 2020 through the end of the fourth quarter 2022.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 47 Conclusion

Following adjustment for the elements summarized on the grid, we concluded to the overall ratings displayed at the bottom of the sales grid. Bracketed by the comparable ratings, giving most weight to the sale comparables located in Santa Clara, we concluded to the following unit value of unentitled very low-density residential land in the 95050 zip code:

Unit $/SF x Land Area (SF) = Indicated Value
$115 x 43,560 = $5,009,400

Estimated Market Value of a 1-Acre
Very Low-Density Residential Lot in 95050 Zip Code: $5,009,400

Low Density Land Value

For the low-density value component, the City’s land use classification cites a low-density range of 8-18 dwelling units/acre (DU/Acre), which is greater than the maximum 10 DU/Acre allowed in the very low-density classification. We assumed a density of 13 DU/Acre, about the mid-point of the density range. In the market, the primary value difference between very low and low- density land relates to density. The density adjustment was estimated based on the relationship between price per SF and density, as evidenced by the comparables. In the chart below, we plotted the preceding very-low density comparables and the high-density comparables used in the following high-density value scenario.

As shown in the chart above, the price per square foot of land increases with increasing density.

This is congruent with our observations in the market that as density increases, price per SF of land typically increases. The difference in pricing for changing densities is clear when comparing $160.00
SlSS.00
SlS0.00
$145.00
$140.00
$135.00
SB0.00
S12.5.00
$120.00
$115.00
Sll0.00
$105.00
Sl00.00
$95.00
$90.00
SSS.00
SS0.00
2022 Comparable Price per Square Foot vs. Proposed DU/Ac -. --♦ --• .

Proposed Dwelling Units per Acre
.
-
--
!
•
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 48 the lowest to the higher densities. And the price/SF difference is less when comparing the median to higher densities. We concluded there is a difference in value/SF between the preceding very low density and low-density residential which has a higher density. The trendline in the chart above indicates that the appropriate unit value based on a density of 13 dwelling units per acre would be about $120 per square foot. Historically, there has been a 5% to 10% price difference between the preceding very low density and low-density residential. Based on the comparable data, with a density of 13 dwelling units per acre for the low-density residential land use, we concluded to $120/SF.

Conclusion

We concluded to the following Low-Density residential value in the 95050 zip code for 1-acre of land:

Unit $/SF x Land Area (SF) = Indicated Value
$120 x 43,560 = $5,227,200

Estimated Market Value of a 1-Acre
Low-Density Residential Lot in 95050 Zip Code: $5,227,200

High Density Land Value

Similar to the preceding very low-density land search, we searched data sources for high and medium-high density residential land transactions and examined data that was discovered by talking to brokers, agents, property owners, and market participants from within the subject market. We also reviewed development reports provided by the planning departments of Santa Clara and other nearby cities.

As stated above, for the high-density value component, we assumed a density of 45 dwelling units per acre, about the midpoint of the allowed range under the High Density General Plan designation, which allows 37-50 dwelling units per acre. The sales we found most comparable are displayed on the next grid. A map showing the location of these comparables is displayed in the Addenda. A parcel map for each comparable sale is also displayed in the Addenda. Selling prices were verified using our summary transcript of the public record and conversations with selling and listing brokers/agents, sellers, and buyers. We were unable to confirm the details of Comparable HD-2 with a party to the transaction. We relied on published data, city records, subscription service data, news articles, and information available from a summary transcript of the public record for transaction details regarding these comparables.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt& Associates Phone: 510-468-9219 [email protected] 49

mGH DINSITY COi\lPARABLI LA.t'"'JD SALES

ADDRESS
APN
SELLER
BUYER
ELEMErfT or ADJUSTME!"'il

DOCUMWT NUMBER

VERITICA TION SOURCE
EXPOSURE TO M ,\RKET

NUMBER OF UNITS

SALE / U STING PRICE

SALE / OITERING PRICE PER SF
TR...\.NSACTIONAL ADJUSTi\lENTS
RE.Al PROPERIT RIGHTS CONVEYED

ADJUSTMENT
fIN A .. N"CING TER!\olS

ADJUSTMENT
cmmm o NS OF SA!.£

ADJUSTMENT
EXPTh'DITURES AFIER SAi.£

ADJUSTMENT
Cl.OS£ OFESCROW
TIME OF SAU / MARKET cmmmo N
MO:'<TIIS FROM START lQ-2019 TIIROUGH 4Q-2019
ADJUSTMENT @% PERMO NIB
MO:'<TIIS FROM START lQ-2020 TIIROUGH 4Q-2020
ADJUSTMENT @% PER MONTH
MO:'<TIIS FROM START lQ-2021 TIIROUGH 4Q-2021
ADJUSTMENT @% PERMO NIB
MO~S FROM STA.RT Ql-2022 lHROUGH 4Q--2022
ADJUSTMENT @% PER MONTH
.-\DJ PRICI ISF . .\ITER lR\ .. ll{S.-\CTION . .\L . .\DJS LOCA l!ON . .\L . .\DJUSBIIN1S
EXPOSURE I VISffill.ITY
ACCESS
APPEAI.JSITE INRUENCES

ZIP CODE
O\"IR.U-L LOCATIONAL R..\Tl!\"G
PHYSICAL . .\DJUSTME.NTS
sm SIZE (ACRES)
sm SIZE (SF)
UTil.ITY/TOPOGRAPHY
USE.aO:NING ADJUSTi\lENTS
20:<ING
GENERAL Pl.AN
Al.LOWED DE.i~SITY (dwelling units per acre)

NUMBER OF UNITS
ESllMATED / PROPOSED DU/ACRE
INTI..ll{l)EDUSE
A.ITORDABLE HOUSING CO:\.fPONE.i~
PARK FEE cm1PO NENT PER UNIT
f..l\j'"TITlE...Mf..1'11 STATUS
OYIR..\LL PHYSICAL & USUZONING R..\TING
O\l"R.\LL RUING - SUBJECT SHOULD SELL FOR

SUBJECT
Average Street
Santa Clara
4l
fee Simple
December3t,2022
Average
A verage
A verage
9l0l0

1.00 0.00%

0.00%

0.00%

0.30%
Rectangular / t Street Front
High Density Residential
37-l0
4l

45.0 Residential
t0% orin-li eu
136,908
Has Zoning&GP
COllPARABLE HD-1
950MonroeSt
Santa Clara
269-20-086
Von Raesfeld family Partnership
Lamb Partnm LLC
2439l0S4
Broker, Public Record
12Months
36 (Pro Rata)
S4,700,000
$207 .73
Fee Simple (Short Termleases )

0.00%
Conventional

0.00%
Assemblage
Demolition Offset
February 3, 2020
December 2018
12 12
12 12
Similar/Comer
Similar
Similar
9l0l0
Suru!a,

0.l2

22.62l
.... 5.()1}%

0.()0%

0.00%1

0.00%

0.00%1

3.60%1
S204.45
Mostly Rectan:gular/2 Frontages
CC (Community Commercial)
Community Mixed Use
N/A
36(Pr o Ra.ta)

69.3 Mixed-Us e Condos and Retail
t0% orin-lieu
132,688
Had General Plan
Slightly Superior
LESS
COllPAR.-\BLE HD-2
1601 Ci,-icCe nterDri n
Santa Clara
224-49-006
K & K Outdoor Adn rtisin g LLC
CMC Center LP
24380714
Subscri ption Svcs , Public Recor d
12 i:\fonth s
114
S12,100,00 0
S197.03
fee Simple

0.1}0%
Conventional
0J)0%
Ann's-length

0.1}0%
Demolition of 30k Sf Office Building

1.65%
January l5, 2020
Est. Sept 2019

0.1)0%
12 0.1)0%
12 0.00%
12 3.60%,
S207.50
Similar
Similar
Similar
9l0l0
Suru!a,

1.41 61,411
Mostly RectangularJDeed Rest
0G
Community Commercial
N/A
119

84.4 Affordable Housing
Yes / 100%
S31.0l8
Needs Zoning and General Plan
Slightly Superior
LISS
COllPARABLI IID-3
3941 Stevens Creek Blvd.

Santa Clara
294-39.010
MB E.xclusinly Properties LLC
CRP The Meridian LP
25233709
Subscription SYcs, Public Record
12Months
27 SS,075,000
$197.47
Fee Simple

0.00%
Conventional

0.00%
Ann's-Length

0.00%
Demolition Offset

0.()0%
February 03, 2022
April 202l
0 0.1)()%

0.00%

0.00%
12 3.60%
$204 .58
Similar
Similar
Suru!a,
9l0ll
Similar

0.l9
2l,700
Rectangular / 2 Street fronts
Cl
Community Mixed Use
20-36
l9
100.0
Affordable Housing
Yes / 100,11
$33,536
Had General Plan
Slightly Superior
LESS
COllPARABLE HD-4
2303-23 19 Calle Del Mundo
Santa Clara
097.0l-060 & 061
Beta & Properties UC
2263 Calle Del Mundo LLC
24840021
Subscriptio n S,·cs, Public Record
12 Months
27 SS,000,000
SlSl.83
fee Simple

0.00%
Conventional

0.00%
Assemblage
-5.00%
Demolition Offset

0.()()%
February 19, 2021
Est. April 2019
s

0.00%
12 0.~~
12 0.00%
12 3.6Ql1.~
S178.96
Similar
Similar
Similar
95054
Similar

1.01 43,996
Rectangular / t Street Front
TN (Transit Neighborhood)
Transit Neighborhood
Minimum 100, Up to 350 du/acre
303
156.0
Residential
In-lieu Fee
121,683
Has Zoning & GP
Slightly Inferior
MORE
COllPAR..\BLE HD-5
2221-2251 Calle De Luna
2232--224-6 Calle Del Mundo
Santa Clara
097-46-020 & 027
Lais on LLC/2232 Calle Del Mundo UC
GS Tas man East Sub sidiary, LLC
2l0623 30/2l06231 l
Subscription Svcs , Public Record
12Months
27 Sll,995,000
S135 .95
fee Simple

0.00%
Com·entional

0.00%
Assemblage
-5.00%
Demolition Offset

0.00%
August ll,202l
Est. Feb. 2020
0 0.()0%
10 0.00%
12 0.()1)%,
12 3.60%
S232.22
Similar
Similar
Similar
95054
Suru!a,

2.14 93,218
Mostly Rectan,e.ular / 3 Street Fronts
TN (Tran sit Neighborhood)
Tran sit Neighborhood
Minimum 100, Up to 350 du/acre
371
li3 .4
Residential
In-lieu f ee
$30,918
Has Zoning & GP
Slightly Superior
LISS
COllPARABLI HD--6 LISTING
2301-23 17 Calle De l una
Santa Clara
097-46-007, 008, 009
TGRAssociates UC
Listing
Listing
Broker, Subscription S,·cs, Public Recore
24M onths
235
S15,000.000
Leased fee
Listing
Listing
S149 .53
0J)0%
-10.00%
Solvent contamination in soil and
ground water
-15.00,11
listing
December 2022
0 O.OOo/0
0J)0%

0.t)0%

0.00,11
S190.89
Similar
Similar
Similar
95054
Suru!a,
us
60,114
Rectangular / l Street Front
TN (Transit Neighb orhoo d)
Transit Neighborhood
Minimum 100, Up to 350 dufacre
23l
170.0
Residential
l0% orin-li eu
136,908
Has Zoning & GP
Slightly Inferior
Slie:htlyMORI
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 50 Adjustment Process

Transactional adjustments were made sequentially for property rights conveyed, financing terms, conditions of sale/motivation of participants, expenditures incurred by the buyer after the sale, i.e. demolition costs, and market conditions since the sale date.

Comparable HD-1 was purchased as part of an assemblage—the buyer had recently purchased two adjacent properties. Similarly, Comparables HD-4, and HD-5 were also purchased as part of an assemblage. Based on the data, a downward adjustment is warranted for motivation on the part of the buyer due to the assemblage.

HD-6 is a current listing that has been on the market for approximately 24 months and a downward adjustment is warranted for conditions of sale. The adjustment we used was a good fit for the data.

Comparables HD-1, HD-3, HD-4, and HD-5 required the demolition of existing improvements before their new, intended use could be realized. We concluded this expense was offset by the interim income from the improvements. So, no additional adjustment was warranted for this element of comparison. Similarly Listing HD-6 will require the demolition of three industrial buildings which can be offset by the current rental income. Currently the buildings are reported to be leased at $2.00 sq.ft./month on a NNN basis. The leases give the owner a right for early termination. In 2001, solvent contamination in soil and ground water near a sump was reported within the former metal shavings storage enclosure located on one of the parcels (2301 Calle De Luna). In September 2016, the property owner submitted a Voluntary Cleanup Program application and entered into a Voluntary Cleanup Agreement with the DEH for oversight of future property assessment activities and mitigation activities, if required, to facilitate redevelopment of the property. The listing broker stated that the current cost to clean up the site is unknown. A downward adjustment is warranted for this risk of uncertainty. The adjustment we applied was a good fit for the data.

Comparable HD-2 is a closed transaction of an infill site improved with a vacant 30,000 square foot office building. This building will require demolition prior to redevelopment, estimated at $200,000, based on our observation and cost data. This element of comparison is shown as an upward adjustment on the Expenditures After Sale line.

Locational adjustments were broken into elements that reflect the property’s identity to potential tenants or buyers (exposure, visibility), access (to freeways and amenities), and overall desirability of the location based on neighborhood factors such as age and condition of nearby properties, proximity to enhancing or detrimental factors, or an identifiable valuation element Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 51 relating to address (locational appeal, zip code). Locational adjustments were warranted for the elements of comparison summarized on the grid.

Physical and Use/Zoning adjustments were broken into elements that reflect property size, utility/topography, allowed land uses and density, intended use/development density, affordable housing component, park fees, and entitlement status. Physical and use/zoning adjustments were warranted as summarized on the grid.

Comparable HD-1 and HD-3 both had two street frontages, allowing for greater design flexibility, rating superior utility, and warranting downward adjustment. Comparables HD-4, HD-5, and HD-6 are zoned Transit Neighborhood and have a minimum density of 100 dwelling units per acre. Comparable HD-3 will have 100% affordable housing and was given a 15% credit on the park fees. Comparable HD-4 has been given a credit of $1,290,000 for park fees in exchange for 14,000 square feet of dedicated park space and private amenities. The comparables proposed building densities/acre bracket the subject; the highest densities warrant downward adjustment and the lower densities warrant an upward adjustment. Comparables HD-1 and HD-2 will require a zoning change or general plan amendment to allow for residential and an upward adjustment is warranted for this element of comparison. The comparables with approved entitlements rated superior to the subject’s unentitled status and are adjusted downward. Park impact fees varied somewhat based upon the use and timing of the fee.

Conclusion

Following adjustment for the elements summarized on the grid, we concluded to the overall ratings displayed at the bottom of the grid. The comparables were analyzed based on a price per square foot and a price per unit units of comparison. The range of adjusted values is more consistent on a price/SF basis rather than a price/density unit basis; therefore, the price/SF is utilized as the primary comparison of value. Bracketed by the comparable ratings, the following value of unentitled high-density 45 DU/Acre residential land in the 95050 zip code is concluded:

Unit $/SF x Land Area (SF) = Indicated Value
$190 x 43,560 = $8,276,400

Estimated Market Value of a 1-Acre
High-Density Residential Lot in 95050 Zip Code: $8,276,400

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 52 Medium Density Land Value

For the medium-density value component, a density of 30 dwelling units per acre is assumed, slightly above the midpoint of the allowed range under the Medium Density General Plan designation, which allows 19-36 dwelling units per acre. In the market, the primary difference between the medium-density land value and high-density land value relates to density. The density adjustment was estimated based on the relationship between price per SF and density, as evidenced by the comparables. In the chart below, we plotted the preceding high-density comparables and the very-low density comparables used in the preceding low-density value scenario. We graphed the change in land value per square foot versus the change in density.

As stated in the preceding material, the data shows the price per square foot of land increases with increasing density, which is congruent with our observations in the market. The difference in pricing for changing densities is clear when comparing the lowest to the higher densities. The chart above indicates that at a density of about 30 dwelling units per acre, the indicated price per square foot is about $180, but is somewhat skewed by the cluster of low density sales.

Historically, there has been a 5% to 10% difference between the medium density residential and the preceding high density. Based on the comparable data, with a density of 30 DU/acre for the medium-density land use, a unit value of $180/SF is concluded.

>
"
$260.00
$240.00
! $2.20.00
.. ...
~ 5200.00
• ~
! $180.00
ti $160.00
'.;
i 1---1--
i $140.00
] ¾ $120.00
"
$100.00
$80.00

0.00 10.00
Comparable Price per Square Foot vs. Proposed DU/Ac

20.00 30.00 40.00 50.00 60.00 70.00 80.00 90.00
Proposed Dwelling Unrts per Acre
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 53 Conclusion

We concluded to the following medium-density value in the 95050-zip code for 1-acre of land:

Unit $/SF X Land Area (SF) = Indicated Value
$180 x 43,560 = $7,840,800

Estimated Market Value of a 1-Acre
Medium -Density Residential Lot in 95050 Zip Code: $7,840,800

Commercial Land Value

Like the search for residential land sales data, we searched similar data sources and examined data that was discovered by talking to brokers, agents, property owners, and market participants from within the subject market. We searched for recent sales of competing retail and office properties throughout Santa Clara and nearby cities. Those we found most comparable are displayed on the grid on a following page. A map showing the location of these comparables is displayed in the Addenda.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt& Associates Phone: 510-468-9219 [email protected] 54

COMMIRCL-\L LAND COMP.-\R.-\BLI S.-\LIS
ILIMINT OF .-\DJUSThlINT SIJBJICT Comparable C-1 Com panb le C-2 Comp.arable C-3 Comparable C-4 Com parable C-5 Com parable C-6 1240& 1290Co lemanAven u e, 312 Brokaw
ADDRESS A verage Street 3375 El Camino Real 337S El Camino Real t 125 Coleman Annue 855 E Homestead Road 1220 Oakmead Pl.-y. Road Santa Clara Santa Clara Santa Clara San Jose Sunnyvale Sunnyvale Santa Clara APN 220.02--049 290-02-102 230--46--093 309-51-005 216--44--048 230.05-0-15, 049, 050 SELLER Norma E Rice, Trustee An S Shin Cap Phase 1 LLC Sundby living Trust Princeton Garden Properties LLC Knin E. Wennergren 2013 Revocable Trust BUYER 3375 Camino City SquareLLC Veguud USA UC San Jose Hotel Investments LLC SST lm·estments UC BPR Properties UCSC LLC Mogul hospitality Partners - Coleman UC SALE PRICE/ LISTING PRICE S9,925,000 Sl,340,000 S9,800,000 16,400,000 S4,450,000 Sl0,100,000 PARCEL SIZE (Acres) 1.00 1.630 0.877 1.873 t.130 0.970 1.658 PARCEL SIZE /SF\ 43,560 11,003 38,211 81,588 49,223 42,240 72,204 SALES PRICE/SQUARE FOOT S139 .78 S139.75 Sl20.12 S130 .02 SI0S.35 S139.88 DOCUMENT NUMBER 24595053 24569843 24339364 24998130 25091522 25294738, 25294739 EXPOSURE TIME 2Mo nths Off M arket (6 Months in 2019) Unkno "'n 2Mo nths 1 M onth 1,177 Davs lR-\NS.-\CilON .-\L .-\DJUSThlINTS
REAi. PROP. RIGHTS CONVEYED Fee Simple F. Simple (Shott-tenn Leases ) F. Simple (Shon-tenn Leases ) Fee Simple Fee Simple Fee Simple Fee Simple FINA.NCING TI.RMS S A.11Casb All Cash Construction Loan .;\JlCash Conventional Conventional CONI>mONS or SALE Arm's-Length/Improved Ann's-Length/lmprnved Ann's Length Ann's-Length/Improved Ann's-Lengthflrnproved .-'\nn's-Length/Improved ADJUSTMENT -15.0% -11.0% 0.0% 0.0% 0.0% 0.0%
EXPENDITURES AFTER PURCIL-1.SE None None None Demolition Offset by Income Demolition Offset by Income Demolition Offset by Income ADJUSTMENT OJ)% 0.0% 0.0% 0.0% OJ)% OJ)%
CONIRACT DATE / MKT CONDmONS December 31,2022 /uly2020 lune 2020 Est. September 2019 Mareh2 021 August 2021 Est. July 2020 RECORDING DA TE Augu st 31, 2020 August 10, 2020 November 22. 2019 lune 17,202 1 September OS, 2021 May03,2022 MONTHS FRO~ I.c'm lQ--20 THROUGH 4Q--21 11 18 15 9 3 1l Adjustment rate per month -0.75% -12.7l% -13.50% -1125% -6.75% -225% -12.7l% MOXIHS FROM START lQ-2022 THROUGH 4Q-2022 12 12 12 12 12 12 ADJUSTMENT@% PER MONlli 0.()0% 0.00% 0.00% 0.OOo/o 0.OOo/o 0.00% 0.00% .-\DJ . PRICE/ SF WITH lR-\_NS .. -\DJ . S103 .67 S107.59 S106.60 Sl21 .2-4 $102 .98 Sl22 .05 LOC.-\TION.-\L .-\DJUSThlI1'"TS
EXPOSURE Average Superior/Com er Similar Comer/Inferior Traffic Similar Similar Superior /Comer APPEAI./SITE !Nfl.UE.NCES/ACCESS Average Similar Similar Superior /Access Similar Similar Similar ZIP CODE 95050 95051 95051 9l110 940S1 94085 95050
LOCATION.-\L COMPARISON Superior Suru!a,- Similar Similar Similar Similar PHYSIC.-\L & USE/ZONING .-\DJUSThlI.l'ffS
PARCEL SIZE (Acres) 1.000 1.630 0.8JJ 1.873 t.130 0.910 1.65S UTll.ITT Average Similar Similar Similar Similar Similar Similar OIT-SITE IMPROVEME.NTS Finished Lot Similar Similar Similar Similar Similar Similar ZO~lNG/GE.NIRAI. PLA.N er / Regional Commercial CT / Community Mixed-Use er / Community Mixed-Use A(PD)I Combined Ind/Comm. O/PD I Commercial MS / Industrial ~ - Light Industrial / Regio nal Commercial PROPOSED USE,S) Commercial Retail in Near-Tenn Retail in Near-Tenn Hotel/Entitled Office or Preschool Hotel Hotel/Pending Review PHYSIC.-\L & OSI/ZONING COMPARISON Superior St Superior Superior Superio r Superi or Superior SUBJICT SHOULD SILL FOR: Less SlLe ss Less Less Less Less Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 55 Adjustment Process

The adjustment methodology was similar as above for the residential land sales.

Transactional adjustments were warranted. As described above, due to a lack of commercial land sales, some improved sales were utilized for which the improvements contributed little to the overall selling price. Comparables C-1, C-2, C-4, C-5, and C-6 were improved at the time of sale. A listing at 160 Saratoga Avenue in Santa Clara (not included in the sales grid) was previously improved with a 15,814 sq.ft. office building that was completely destroyed by fire prior to the listing. The 1.21 acre site is currently reported to be vacant. This property was reportedly listed at $8,900,000 ($168.86/sq.ft. of land area unadjusted) and went into escrow in February of 2023 at an undisclosed price.

Comparable C-1 was marketed as a development site; the eventual buyer planned to continue the retail uses. Based on a discussion with the listing broker, our observations, and the age and condition of these improvements, which comprised about 25,150 SF, the contributory value was estimated at about $60 per square foot of building area, or about 15% of the selling price as shown on the adjustment grid. This is shown as a downward adjustment.

Similarly, the sale of Comparable C-2 included about 7,800 square feet of improvements dating from the late 1950s; which contributed to the overall selling prices. Based on our observations and discussions with the broker, the contributory value for the building was estimated at about $75 per square foot of building area, or about 11% and 16%, respectively of the selling prices as shown on the adjustment grid. These are shown as downward adjustments.

Comparable C-4 included a 6,295 square foot restaurant building originally constructed in 1972.

This site was being sold for land value and the restaurant was leased month-to-month. We concluded that the cost of demolition would be offset by rental income.

Comparable C-5 included a 5,515 square foot restaurant building. The building was vacant at the time of sale, but could have been leased on a month-to-month basis. We concluded that the cost of demolition would be offset by rental income.

Comparable C-6 included two restaurant buildings and one R&D buildings. The buildings were vacant at the time of the close of escrow, but could have been leased on a month-to-month basis.

Based on our observation, we concluded that the cost of demolition would be offset by rental income. The new proposed development (currently pending review) will be a six-story hotel with 396 guest rooms, dining, and event space (totaling 204,444 square feet).

Market conditions adjustments were applied from the contract date through the date of opinion using the degree of adjustment(s) discussed in the Market Conditions section.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 56

Locational adjustments were broken into elements that reflect the hypothetical property’s identity to potential tenants, buyers, or occupants (exposure, visibility), access (to freeways and amenities), and overall desirability of the location based on neighborhood factors such as age and condition of nearby properties, proximity to enhancing or detrimental factors, or an identifiable valuation element relating to address (locational appeal). Locational adjustments were warranted as summarized on the grid. Note that Comparable C-3 does not face Coleman Avenue, a major arterial, despite its Coleman Avenue address.

Physical and Use/Zoning adjustments were considered for size, utility, off-site improvements, zoning/General Plan, and planning/entitlement status. Within the range of the comparables, larger Comparables C-1 and C-3 warranted upward adjustment. Among the differences in land use ordinances, those of Comparables C-1 and C-2 were more favorable, rating superior and warranted a downward adjustment. Comparable C-3 sold entitled for a hotel development and warranted a downward adjustment for this element of comparison.

Conclusion

Bracketed by the comparables, we concluded to the following for commercial land in zip code 95050:

Unit $/SF x Land Area (SF) = Indicated Value
$95 43,560 $4,138,000

Estimated Market Value of a 1-Acre
Commercial Lot in Zip Code 95050: $4,138,000

Industrial Land Value

We searched the same databases listed above and reviewed other data discovered by talking to brokers, agents, property owners, and market participants from within the industrial market. We searched for recent sales of competing industrial properties throughout Santa Clara and nearby cities with similar industrial markets. We also searched for recent improved sales with improvements that were nearing the end of their economic lives or that contributed little to the overall sale price. Those we found most comparable are displayed on the following grid. A map showing the location of these comparables is displayed in the Addenda.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt& Associates Phone: 510-468-9219 [email protected] 57

INDUSlRLU, LA.l'ID COMPARABLE SALES
ELEMENl OF . .\D.nJSlMENl SUBJICT COMP . .\R..\BLE 1-1 COMP . .\R..\BLE 1-2 COMP . .\R..\BLE. J-3 COMP . .\R..\BLE 1-4 COMP . .\R..\BLE 1-5 ADDRESS Average Street 2225M artinA ve 2175 Martin Ave 1535 & 1575 Indu strial Ave 365 Reed St 980 Martin A venue Santa Clara Santaaara Santa Clara San Jose Santa Clara Santa Clara ,- - APN 224-10-119 224-10-115 237-30-020 & 025 230-47-105 224-62-010 SELLER Project 38 LLC LVP M artin Ave Assoc LlC Frank J & Leslie A. M angione Reed Street Associates 980 M artin Avenue LLC BUYER 2225 M artin Prop erty LLC 2175 M artin Property LLC LBA R\11 Compan y XLIV LLC Prosperous Corgi Holding s I LLC M ark & Kelly Verni LLC SALE PRICE S28,250,000 SIJ,900,000 Sll,800 ,000 S5,358,000 Sl,200,000 DOCUMENT NUMB ER 25195861 25020411 24902328 24721853 24381016 BONDS ASSUMED / SF S0.00 S0.00 S0.00 S0.00 S0.00
lOTAL COSl TO BUYER I SF $157.03 $189.94 S81.17 $104 .70 $108.37 lRANSACTIONAL ,.\D.nJSlMENTS
REAL PROPERTY RIGHTS CONVEYED Fee Simple Fee Simple Fee Simple Fee Simple Fee Simple Fee Simple ADJUS T."1EVT 0.00% 0.00"/o 0.00% 0.00% 0.00%
FINANCIN G TERMS Conventional All Cash Conventional All Cash Conventional ADJUSTMENT 0.00"/o 0.00"/o 0.00% 0.00"/o 0.00%
CONDITTONS OF SALE Ann's-Length Ann 's-Length Ann's-Length Ann's-Length Purchase by Tenant ADJUSTME N T 0.00"/o 0.00% 0.00% 0.00"/o -10.00%
ADD ITTONAL COSTS TO BUYER Demolition Offset Demolition Offset Demolition Offs et None None ADJUS T."1EVT 0.00% 0.00"/o 0.00% 0.00% 0.00%
CONTRIBUTORY VALUE OF Il\1PROVEMEL'ITS None None None Yes/24,145 SF Yes/4,000 SF ADJUSTME NT 0.00"/o 0.00"/o 0.00% -22.53% -13.64%
CLOSE OF ESCROW 12115/2021 7 /2021 4/ 1/2021 11/24/2020 1/ 15/2020 TIME OF SALE / MARKET CONDITTON December 31, 2022 ND June 2021 September 2020 September 2020 November2019 MO'S FROM SALE THROUGH Dec . JI, 2020 0 0 3 3 13
ADJUSTi\IENT @% PER MONTH 0.75% 0.00% 0.00"/o 2.25% 2.25% 9.75% MONTHS FROM START IQ-2021 THROUGH 4Q-2021 0 6 12 12 12
ADJUSTMENT @% PER MONTH 0.00% 0.00% 0.00"/o 0.00% 0.00% 0.00"/o MONTHS FROM START IQ-2022 THROUGH 4Q-2022 12 12 12 12 12 ADJUSTME NT @% PER MONTH 0.00"/o 0.00"/o 0.00% 0.00% 0.00"/o 0.00% . .\D.nJSTED PRICE I SF $157.03 $189.94 $83.00 $82.94 S92.45 LOCATIONAL . .\D.nJSTMENTS
EXPOSURE/VISIBD..ITY Average Similar Similar Sup/F-..y Similar Similar ACCESS Average Similar Similar Similar Similar Similar
NEIGHBORHOOD APPEAL Average Similar Similar Inferior Similar Similar ZIPCOD E 95050 95050 95050 95112 95050 95050
O\'IR.\LL LOCATION . .\L RUING Similar Similar Inferior Similar Similar PHYSICAL & USE/ZONING . .\D.nJSTMENTS
PARCEL SIZE (ACRES) 1.00 4.13 1.68 3.62 1.17 0.47
PARCEL SIZE (SF) 43,560 179,903 73,181 157,687 51,174 20,300 UTD..ITY Average Similar Similar Similar Similar Similar OFF-SITES Finished 1 ot Similar Similar Similar Similar Similar - - INlEND ED USE Industrial Industrial Industrial Industrial Contractor Yard ZONING Heavy Industrial Light Indu strial Light Indu strial Heavy Industrial Light Industrial Heavy Industrial GE..NERAL PLA.N Ll_ght Industrial Low Inte n sity Office/R&D Low Intensi ty Office/R&D Heavy Industrial Light Industrial Heavy Industrial O\'IRU.L PHYSIC..\L & USEIZOi'<TNG R.\TING Similar Superior Inferior Inferior Inferior O\'IR.\LL R.\TING-SUBJICT SHOULD SELL FOR SBULAR LESS MORE MORE MORE Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 58 Adjustment Process

Adjustments were considered for and applied in a similar manner as above for the commercial sales. Because there are few industrial land sales in this market, we used two sales that were improved with buildings that contributed value to the selling price: Comparables I-4 and I-5. To estimate the residual land value of these transactions, we estimated and deducted the contributory value of the building improvements based on our observations, feedback from the verifying broker(s), and the adjustment that was a good fit for the data. Additionally, most of the recent industrial land transactions we uncovered were intended for data center (see Industrial Land Comparables I-1 and I-2). A transaction at 2315 Mission College Boulevard in Santa Clara (not included in the sales grid) is also a data center land sale that was reported to have been purchased by Amazon Data Services Inc. The 7.04 acre site reportedly sold for $51,817,500 or $168.97sq.ft. of land area (unadjusted), which is high and out of the pattern. This sale could not be fully confirmed but was reported to have closed escrow on January 4, 2022.

Comparable I-5 was purchased by the tenant and based on the data, a downward adjustment was warranted for buyer motivation. After making all other adjustments first, a downward adjustment was warranted for motivation on the part of the buyer.

Market conditions adjustments were applied at the rate concluded to in the Market Conditions section. As stated in the preceding material, industrial property in the City of Santa Clara (and Silicon Valley in general) continues to be in demand, supported by rising asking rental rates, generally stable vacancy rates, and the opinions of market participants.

Like the commercial sales grid, locational adjustments were considered for exposure, visibility, access (to freeways and amenities), and overall desirability of the location, including zip code.

Sale I-3 was adjusted downward for its inferior San Jose location. Locational adjustments are warranted as summarized on the grid.

Physical and use/zoning adjustments were considered for size, utility, intended use, zoning, general plan land use designation, and off-site improvements. Both I-1 and I-2 were purchased by Prime Data Centers. For I-1 the buyer plans to develop a 207,000 square foot data center with a 32MW capacity. For I-2 the buyer plans to develop a three story 80,000 square foot data center with a reported 9MW capacity. The selling agent reported that the property sold entitled and has a “will serve letter’ from Silicon Valley Power. These sales were adjusted downward for the entitlements. Within the range of the comparables, only Comparable I-5 rated superior for its smaller site size, warranting a downward adjustment. Any other warranted adjustments are summarized on the grid.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 59 Conclusion

Following the adjustments discussed above and considering the overall rating comparison for each comparable, the unit values of the most recent comparables suggested a land value in the $130 per square foot range.

We concluded to the following for industrial land in the 95050 zip code:

Unit $/SF x Land Area (SF) = Indicated Value
$130 43,560 $5,662,800

Estimated Market Value of a 1-Acre
Industrial Lot in Zip Code 95050: $5,662,800

Average Value Estimate in 95050 Zip Code

The average value was estimated by applying a weighted average based on the land area of the total sales in Santa Clara in 2022 by property type. The information was obtained from Old Republic Title Company (ORTC). It was an extraordinary assumption of this appraisal that the land areas provided by Old Republic Title Company were accurate.

ORTC reported a total of 1,064 sale transactions in Santa Clara in calendar year 2022. These included 27 commercial sales, 22 industrial sales, 516 residential single-family sales, 30 2-4 residential unit sales, 9 vacant sales, and 460 medium to high-density residential sales which comprised residential unit sales greater than 5 units, condominiums, and townhomes. This compares to 1,442 total transactions reported in 2021 by ORTC.

Residential transactions included single family, townhomes, and condominiums, 2 to 4 unit, and residential units greater than 5 units. Of the total residential sales, and similar to the 2016, 2017, 2020, and 2021 data, 2022 single family transactions comprised the most land area, as shown in the next table. In 2019, commercial and industrial sales comprised about half of the total land area in the city by area. In 2020, 2021 and 2022, a greater percentage of land area sold in the city was residential. Due to declining median residential selling price in 2022, residential unit values were lower compared to 2021. Industrial and commercial land values were unchanged in 2022.

The combination of recent Federal Reserve interest rate increases, expected slower economic growth and an increased possibility of a near-term recession has impacted the market. All these factors resulted in lower 2022 values for the hypothetical one-acre lots. This is congruent with overall market trends over the last year.

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 60 The total number of land square feet (SF) sales (broken out by property type) is reflected in the next table:

Old Republic Title Company provided the data depicted in the preceding 2022 City of Santa Clara Sales table, segregated by property type. The single-family sales were grouped into very low density, 2-4 residential sales were grouped into low-density, the townhome and condominium data were grouped into the medium to high-density residential, retail and office was grouped into commercial, and industrial, R&D, and manufacturing was designated industrial. As shown in the table, within the city limits of Santa Clara, commercial/industrial sales accounted for about 27.06% of the total while residential sales accounted for about 72.94% of the total.

Conclusion

The Total Percent in the previous table was applied to the appropriate categories for each property type. Since the data provided by the title company did not segregate medium and high- density residential, we split the total percentage evenly between the two densities (16.67% /2 =

8.335% to each). As shown in the next table, the appropriate weighted values are summed to produce the average value of a hypothetical 1-acre lot in the 95050 zip code:
2022 City of Santa Clara Sales
Sale Type Land SF TotaJ Percent
Commercial 844,663 13.02%
Industrial 911,.037 14.04%
Very Low Density Residential 3,427,J43 52.83%
Low Density Residential 223,257 3.44%
Medrum to High Density Residential 1,081,815 16.67%
Total 6,488,115 100.00%
Source : Old Republic Title Company
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 61

Average Value of a Hypothetical 1-Acre
Lot in the 95050 Zip Code: $5,500,000 (Rounded)

AVERAGE VALUE ESTIMATE IN 95051 ZIP CODE

We estimated the value of 1 acre of land for zip code 95050 above. Following we apply any differences in value between the 95051and 95050 zip codes to estimate the average value of one acre of land in 95051.

Estimating Differences Between Zip Codes

Differences between the 95050 and 95051 zip code for each use was based upon market feedback and anecdotal information. We also considered differences in values/rents for the commercial and industrial uses, and compared median selling prices and rents for the residential uses.

Residential Difference

Market participants and selling prices provided support that residential prices in the 95051 zip code are generally higher compared to the 95050 zip code. Some brokers believed that the 95050 area was slightly better due to Santa Clara University and a larger upper-middle class. Others pointed to the fact that the 95051 includes an area of the city close to Apple’s headquarters and also within the Cupertino Union School District, a higher rated school district, which commands residential price premiums. Several brokers reported that some of the nicest neighborhoods in the City are in and around San Tomas Expressway, which bisects 95050 and 95051. One market participant opined that the neighborhoods in 95051 were generally safer and that insurance premiums were lower rendering 95051 to be more desirable. Recent residential yearly-summary median prices/SF and Year End 2022 median prices/SF between the 95050 and 95051 zip codes, as reported by DQ News /CoreLogic and MLS Listings, indicated the following:
2,022 VALUIS FOR 95050 ZIP CODI smaIARY
Land Use Price per SF Price per Acrn :x Weighted A Yernge = Weighted Value Very Low Density Residential $115.00 $5,009,400 X 52.83% = $2,646,466 Low Densicy Residential $11.0.00 $5,227,200 X 3.44% = $179,816 Medill.lll Densicy• Residential $ 180.00 $7,840,800 X 8.335% = $653,53 1 High Density Residential $190.00 $8,276,400 X 8.335% = $689,838 Commercial $95.00 $4,138,200 X 13.02% = $538,794
Industrial $130.00 $5,662,800 X 14.04% = $795,057
I TOTAL AVIRAGE VALUE $5,503.502
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 62

The chart above indicates that the median selling price/SF has historically been higher in zip code 95051, corroborating the general consensus among market participants. This data supports the opinions of market participants that 95050 rates inferior to 95051.

In the next table, based on data reported by the MLS the median price in 95051 has historically been higher than zip code 95050. In the most recent year the 2022 median price for 95051 was about 10% higher than 95050. However, unlike DQ News/CoreLogic which reports all recorded sales transaction, MLS only reports listings marketed on MLS, which often does not include all new construction. This is because builders, in the current market environment, often market their product in-house without using MLS, which is probably more cost effective and garners more marketing control to the builder.

$1,200
$1,000
$800
$600
$400
$200
$0
2019 2020 202 1 2022
■ 950 50 ■ 95051 95054
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 63

Based on market feedback, historical norms, and giving more weight to the MLS data, supported by historic DQ News/CoreLogic data, we concluded 2022 residential prices in zip code 95051 were 10.0% higher than zip code 95050.

Commercial Difference

We discovered that commercial land values are generally similar among commercial uses located along El Camino Real and Stevens Creek Blvd. within the 95050 and 95051 zip codes, which are the primary commercial corridors in Santa Clara. CoStar reported that the 4Q 2022 average rents for retail between these zip codes were $2.42/SF/Month in 95050 vs. $3.17/SF/Month in 95051.

A historic comparison of the 3-year average asking rental rate (2018-2020) among office properties as reported by CoStar was $3.70/SF/Month in 95050 vs. $3.83/SF/Month in 95051, or about 3.5% higher in 95051. Additionally, CoStar reported a lower vacancy rate in 95051 over the same period (2.14% vs. 6.00% among all office and retail). The 4Q 2022 average rents for office only between these zip codes were $4.75/SF/Month in 95050 vs. $4.08/SF/Month in 95051. The average selling price per square foot among these two zip codes was within 6% of each other over the three year period (2018-2020), $451 in 95050 vs. $478 in 95051 for both office and retail properties. Note that 95050 only had one retail sale in 4Q 2022 which was not sufficient to do a meaningful comparison. Based on market data, rental rates differences, historic selling price differences, and vacancy rate differences we concluded that commercial land values in 95051 rated 15% inferior to 95050.

Industrial Difference

Among industrial properties, much of the product in the 95051 zip code is built as, or allows for R&D and higher intensity office uses, and greater floor area ratios, rating superior to 95050.

Furthermore, about 65 acres of industrial lands in the 95051 zip code, around Kifer Rd and Lawrence Expressway, are converting to residential uses, reducing the supply of industrial properties, and pushing increasing demand and value for industrial at the same time. A comparison of the average rental rate per SF, as compiled by CoStar, showed that the average rental rates were equal in 95051 during 2022 ($2.33/SF in 95050 vs. $2.33/SF in 95051). 2022 average selling prices were relatively similar ($490 in 95050 vs. $438 in 95051), these numbers represent a difference of approximately 10%. After consideration for differences in asking rents, l\ledian Sales :P-tire
. . . OA, Change pet· % Change per Housing Type .Zip Code 2,&20 21121 20-2.2 Month Last 12 Month L:1st 2. Years SFR, Condo , & 95050 Sl,257,750 Sl,350 ,000 S.l, 72,,500 0.76% 0.71% To,vnho u se 95051 Sl,390,000 Sl,550,000 Sl ,630,000 0. 3% 0.72% 95054 Sl,212,500 Sl,290,000 Sl,27&,044 -0.0S¾ 0.23%
Sourc,e: Loral l\U,S
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 64 sale prices, and the opinions of the market, we concluded that industrial land prices rated about equal the 95054 zip code compared to 95050. A discussion with a local industrial broker felt that all areas of the city were generally comparable. After consideration for differences in asking rents, sale prices, and the opinions of the market, we concluded that industrial land prices rated about equal in 95051 compared to 95050.

Conclusion of Value in 95051 Zip Code

Based on the above, we concluded residential uses in zip code 95051 rated 10.0% superior, while commercial values rated 15% inferior, and industrial values rated similar. In the next table, the adjusted price per acre for each land use in the 95051 zip code was adjusted and the appropriate weighted values are summed to produce the average value of a hypothetical 1-acre lot in the 95051 zip code:

Average Value of Hypothetical 1-Acre
Lot in the 95051 Zip Code: $5,840,000 (Rounded)

AVERAGE VALUE ESTIMATE IN 95054 ZIP CODE

We utilize the same weighted land values from zip code 95050 and apply any differences in value between the 95054 and 95050 zip codes.

Estimating Differences Between Zip Codes

For 95054 value conclusions, we applied the same methodology used above to estimate the value differences between the 95050 and 95051 zip codes.

95051 ZIP CODE LAND USE VALUES & A VER.\GE 2022 VALUE PER A.CI« Land Use 95050 Average Adjustment 95051 A vera ,ge
J: = Price/Acre Weighted Factor Price per Acre
Vet1 Low Density Residential $2,646,466 X 110.0% = $2,911, l lJ Lo,w Densicy Residential $.179,816 X 110.0% = $197,798
Medium Density Residential $653,531 X li10.0% = $718,884 High Density Residential I $689,838 X ]10.0% = $758,8.22 Commerdal I $.538,794 X 85.0% = $457,975
lndustdal $795,057 X 100.0% = $795,057
TOTAL AVERA.GE VALUE PER ACRE $5,,8:39~649
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 65 Residential Difference

Median and average selling prices provided support that the residential prices in the 95054 zip code were generally similar or a little inferior when compared to the 95050 zip code. Brokers active in the market reported a range of opinions, that generally these two zip codes are not much different, but that 95054 tends to rate a little inferior. The 95054 zip code is affected by airport noise and has a higher concentration of higher-density housing units; there is less single-family selection and therefore fewer traditional residential neighborhoods with detached units. Recent yearly-summary median prices/SF for the 95050 and 95054 zip codes, as reported by DQ News /CoreLogic and MLS Listings, indicated the following:

The median selling prices/SF has been historically higher in the 95050 zip code. The historic DQ News/CoreLogic data indicated that the aggregate median price in 95054 was 5.0% lower in 2019 and about 2.1% lower in 2020. In 2021 the difference was about 2.7% lower. In 2022 the difference was about 15% lower. This data supports the opinions of market participants that 95054 generally rates inferior to 95050. As previously discussed, market data derived from the local MLS shows that residential prices were trending upward in 2020, 2021 and the first half of $1,200
$1,000
$800
$600
$400
$200
$0
2019 2020 2021 2022
■ 95050 ■ 95051 95054
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 66 2022. However, prices for single family homes were generally trending downwards in the last half of 2022. In addition, the median days to sell increased in the last half of 2022. This resulted in an aggregate median price in 95054 of about 15% lower in 2022.

The next table is the same MLS data displayed above.

Based on market data, historical norms, the opinions of market participants, and giving more weight to the historical norms, supported by historic DQ News/CoreLogic data (which includes new and resale residential construction), we concluded that residential land prices in zip code 95054 were historically lower than zip code 95050, on the order of 5%.

Commercial Difference

Most of the new commercial planned or proposed for the 95054 zip code comprises office and hotel uses, however, there are several mixed-use projects in process, notably Related Santa Clara. This area of Silicon Valley includes the Golden Triangle and has historically supported higher intensity uses and properties offering freeway visibility (U.S. 101 and CA-237). The addition of Levi’s Stadium and the draw of Great America theme park and the Santa Clara Convention Center create additional synergies for this zip code. The greatest concentration of Class A office is located within this zip code and more is planned. As noted above, there are several mixed-use projects in process, which if built-out, will add both retail and new residential customers.

A comparison of the historic 3-year average rental rate (2018-2020) compiled by CoStar, revealed that the average rents between these zip codes was slightly lower in 95054, $4.33/SF vs. $4.53/SF in 95050, a difference of about 4.4% based on office and retail uses. The 4Q 2022 average rents for office only between these zip codes were lower in 95054, $4.25/SF vs. $4.75/SF in 95050. The 95050 rental rate is influenced by newer retail construction which typically commands higher rental rates. A comparison of office rents indicates that the historic 3- year average (2018-2020) of $4.35/SF/Month in 95054 is about 14.9% higher than the $3.70/SF/Month in 95050. And the average selling price per square foot in the 95054 zip code was 15.5% higher over the last three years (2018-2020) compared to 95050 ($451 in 95050 vs. $521 in 95054) for office and retail sales. Note that both 95050 and 95054 only had one retail Medillll Sales Ptire , , ,
0/4 Ch.U1ge pet· % Change pet· Housing T)c]>e .Zip Code W20 21Jr2l 20,-22 Month.La.stU Month Last 2 Yea.rs SFR,, Condo, & 95050 Sl,2 57,750 Sl,350,000 Sl,472,,500 0.76% 0. 1% 95051 Sl,390 ,000 Sl,5 50,000 Sl,630,000 0. 3% 0.72% To,vnhouse 95054 Sl,212 ,500 Sl,290 .,000 Sl,27 &,044 -0.0&% 0.23% Source: Local MLS
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 67 sale in 4Q 2022 and 95054 had zero office sales which was not sufficient to do a meaningful comparison. Based on the data, including broker estimates and rental rate differences in each zip code, and considering that there is a greater proportion of office uses compared to retail uses, we concluded that an adjustment of 10% was warranted for 95054 for higher commercial land value.

Industrial Difference

Among industrial properties, much of the product in the 95054 zip code is built as, or allows for R&D and higher intensity office uses, rating superior to 95050. This also allows for greater floor area ratios in 95054. Most market participants reported higher prices in 95054 due primarily to superior freeway access and fewer heavy-industrial uses. A comparison of the average rental rate per SF, as compiled by CoStar, showed that the average rental rates were equal in 95054 during 2022 ($2.33/SF in 95050 vs. $2.33/SF in 95054). 2022 average selling prices were similar ($490 in 95050 vs. $479 in 95054), these numbers represent a difference of approximately 2%. After consideration for differences in asking rents, sale prices, and the opinions of the market, we concluded that industrial land prices rated about equal to the 95054 zip code compared to 95050.

Conclusion of Value in 95054 Zip Code

Based on the above data and analysis, the adjusted price per acre for each land use in the 95054 zip code was adjusted and the appropriate weighted values are summed to produce the average value of a hypothetical 1-acre lot in the 95054 zip code:

Average Value of a Hypothetical 1-Acre
Lot in the 95054 Zip Code: $5,240,000 (Rounded)

95i054 ZIP CODE LAND USE VALUES & AVIR.!\.GE 202.2 VALUE PER ACRE Land Us.e 9505i0 Anrage Adjustment 95054 Average
X = Price/Acre Weighted Fa.ctor Price per Acre
Very Low Density Residential $2, 646,4·66 X 95.0% = $1,514,143 Lo,w Density Residential $179,816 X 95.0% = $.170,825
High Density Residential
I
$653,531 95.0% $.620,854 X =
l\Iedium. Density Residential $689,838 X 95.0% = $.655,346 Cmnmercial $538,794 X 90.0% = $484,9 15
Indu stria l
I
$795,057 100.0% $.795,057 X =
TOTAL AVERAGE VALUE PER ACRE $5,241,140
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 68

RECONCILIATION AND OPINION OF AVERAGE VALUES

The sales comparison approach was the appropriate value approach for each land use. Total sales statistics revealed that about 27.06% of the total sales in the city by land area were commercial and industrial transactions and the other 72.94% were residential. This represents a greater percentage of residential sales than in 2021. Because residential unit values are generally greater than commercial and industrial, this would have resulted in higher concluded values for each zip code in 2022 compared to 2021. However, as stated previously, residential selling prices declined in 2022. This resulted in lower residential unit values for 2022. Industrial and commercial land values were unchanged in 2022 compared to the preceding year. The combination of recent Federal Reserve interest rate increases, expected slower economic growth and an increased possibility of a near-term recession has impacted the market. All these factors resulted in lower 2022 values for the hypothetical one-acre lots for each zip code compared to 2021.

We concluded to the following average value for each zip code on December 31, 2022, the effective date of value opinion:

Opinion of Average Value of a 1-Acre
Lot in the 95050 Zip Code: $5,500,000 (Rounded)

(Five Million Five Hundred Thousand Dollars)

Opinion of Average Value of a 1-Acre
Lot in the 95051 Zip Code: $5,840,000 (Rounded)

(Five Million Eight Hundred Forty Thousand Dollars)

Opinion of Average Value of a 1-Acre
Lot in the 95054 Zip Code: $5,240,000 (Rounded)

(Five Million Two Hundred Forty Thousand Dollars)

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 69

ADDENDA

x Old Republic Title Company 2022 Sales data in City of Santa Clara (on file) x City of Santa Clara Supplemental Instructions for the Appraisal of the Fair Market Value of Land
x Maps of the Sale Comparables
x Land Sale Comparable Parcel Maps
x Brokerage Reports (on file)
x Qualifications of Appraiser

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 70

Attachment A
Supplemental Instructions
for the Appraisal of the Fair Market Value of Land
The following information and instructions will be used by the City when setting the land value used in the formula for determining the impact fees due in lieu of park and recreational land dedication pursuant to Santa Clara City Code 17.35.
(Approved by Santa Clara City Council—June 7, 2016)
Background.

On July 15, 2014, Council added Chapter 17.35 “Park and Recreational Land” to the Santa Clara City Code to ensure that new residential development provides adequate community and neighborhood park land for active recreational uses and/or pays a fee in-lieu of parkland dedication to mitigate the impacts of the new growth pursuant to the California Quimby Act and/or Mitigation Fee Act.

17.35.040 Formula for calculation of fee in lieu of land dedication. (a) When a fee is required to be paid in lieu of parkland dedication, the maximum amount of such fee shall be determined by the fair market value of the amount of land that would otherwise be required to be dedicated pursuant to SCCC

17.35.030, as set forth below. The date of valuation of the property for in-lieu fee purposes shall be the date that the City determines that the developer’s application for a parcel map or tentative subdivision map, or application for projects not involving a subdivision, is complete. (b) Fair Market Value.
(1) The City shall determine the fair market value of the property by using the average per acre land value for property in the City of Santa Clara, based upon a survey of land values and sale records in the City. The City Council shall set a minimum of three such average values, one for each of the three existing Zip Codes in the City (95050, 95051, 95054). The City Council may, at its discretion, set average values for additional subregions of the City. The City Council shall review the fair market values not less than annually and set the values in a Council resolution. (2) If the developer objects to this determination of fair market value, the developer may elect to have the value established by appraisal. If the developer chooses this option, the developer shall deposit with the City an amount sufficient to cover the cost of an appraisal, which the City shall conduct. The appraisal shall be completed prior to approval of the tentative or parcel map or, for developments not involving a subdivision, prior to the issuance of a building permit. (c) Based on the determination of fair market value set forth in subsection (b)(1) of this section, for each of the dwelling unit categories, the City Council shall set the amount of fees to be paid in lieu of parkland dedication in a Council resolution, which the Council shall review annually. (Ord. 1928 § 3, 7-15-14).

Attachment A—Supplemental Instructions for Appraisal Page 1 of 3

City of
Santa Clara
The Center of What's Possible
Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 71 Guidelines for Appraiser:
a. Appraiser is to provide a “Fair Market Value” for an average acre of land (hypothetical, rectangular, useable site) for property in each of the three existing City of Santa Clara Zip Codes 95050, 95051, 95054. The opinion will conform to Uniform Standards of Professional Appraisal Practice. b. Valuation Date: December 31 of each year.
c. Location & Property Sales Data Set Boundaries: Data set will begin with sales data from within Santa Clara City limits.
d. Data Set Date Range: Use data from January 1st to December 31st of each year. Example: January 1, 2015 to December 31, 2015 for “December 31, 2015 Valuation Date.” See contingencies below. e. Property Types: Use all of the following property types: Single Family (low and very low density), High Density Residential, Medium Density Residential, Commercial, Industrial, Lots and Land. f. Contingencies for Limited Data Set of each Property Type: If there are insufficient, credible data points or sales of a particular property type, then appraiser will explore and use comparable sales from the local competitive market area, adjacent to City of Santa Clara. A fixed distance from City of Santa Clara city limit is not given, however a compelling, rational basis for the selection of the competitive market area must be given by the appraiser in the report. Preference is for closer, more recent, and comparable; discretion is given to the appraiser.
g. Sales Transactions Data not to be used: Do not use transactions if they are not an arms-length transaction, have encumbered/clouded title, are environmentally impaired site, or are more than three (3) years old. h. Inflation factors for Comparable between 1 and 3 years: An inflation factor will be computed and applied to comparable sales over one year based on reasonable and rational considerations such as sales and rental trends or other appropriate methods.

i. Sales Transactions Data that may be included: May use real estate sales transactions by the City of Santa Clara for additional neighborhood or community parkland. j. Data Values excluded: No values or set of values at the high or low end of the data set are to be excluded from consideration in the average values on the sole basis of being relatively high or low; however, a check for consistency among comparable values will be done, and a rational basis should be provided for credible comparable transactions if not used.

Attachment A—Supplemental Instructions for Appraisal Page 2 of 3

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 72 k. Research Factors to be considered for Comparable sales: The factors to be used to compare property values include, but are not limited to physical factors, economic factors, market conditions verification to parcel maps, public records, CoStar data bank. Additional factors may be used provided there is a rational basis for doing so. l. Reconciliation of value differences: The approach will be comparative, iterative, qualitative and quantitative, and will be made at the appraiser’s discretion. m. Weight to be applied to Property Types: The weighted average of each property type will be based on the percentage of land area in the sales transactions, for example, if 25% of total acreage is high density residential, then the relative weight of that property type will be 25%. (The weight will not be done by the quantity of sales of each type or the percent of value of sales of each type). n. Reporting: A draft valuation report will be generated by March 15. City will provide for a two week circulation and comment period. The valuations included the final valuation report will be used in the calculation formula for fees prepared by staff to be reviewed by Council as part of the annual City budget process and Municipal Fee Schedule adoption by June 30. Fees will be implemented on or after July 1 depending upon Quimby Act or Mitigation Fee Act provisions of the Council resolution.

Attachment A-Supplemental Instructions for Parkland Dedication In Lieu Fee Process and Schedule 2016

Attachment A—Supplemental Instructions for Appraisal Page 3 of 3

Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 73

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Real Estate Appraised: Three Hypothetical One-Acre Lots, One for Each Zip Code, Santa Clara, CA

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Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 86

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Frank Schmidt & Associates Phone: 510-468-9219 [email protected] 91 FRANK E. SCHMIDT, MAI, SRA
CURRICULUM VITAE, January 2022

Valuation Consulting, Forensic and General Appraisal, Expert Testimony MAI and SRA MEMBER of the APPRAISAL INSTITUTE , No. 11933 [email protected] (510) 468-9219
San Francisco Bay Area

For more than four decades, Mr. Schmidt has been a real estate appraiser and consultant with a practice primarily in Northern California and the San Francisco Bay Area. He began his career as a residential appraiser, earning the coveted SRA designation from the Appraisal Institute in 1989, and the prestigious MAI designation in 2002. In 1995, he partnered with Wayne Prescott to form the Schmidt-Prescott Group, a commercial appraisal firm of which he was president until its dissolution in 2017.

During his career, Mr. Schmidt has appraised a wide variety of real estate including residential, commercial, industrial, raw land, and special purpose properties for various property rights. His experience includes litigation support and testifying as an expert witness for both plaintiffs and defendants. Mr. Schmidt’s client list includes attorneys, municipalities, private entities, lenders, and publicly traded companies. He was engaged as a diminution in value consultant on PG&E cases involving the destruction of thirty-eight homes in the 2010 San Bruno gas-line rupture fires.

Mr. Schmidt was recently retained by the City of Santa Clara as an expert to assist the city’s task force in the process of setting Parkland Dedication fees.

Mr. Schmidt has served on several professional committees throughout his career, including the International Right-of- Way Association and the Appraisal Institute. He currently serves on the Santa Clara County Assessment Appeals Board, of which he was elected Chairperson in 2017.

Expert Witness Testimony

U.S. District Court, Santa Clara County Superior Court, San Joaquin County Superior Court, San Francisco County Superior Court, Public Utility Commission of the State of CA, American Arbitration Association, Standard of Care, Eminent Domain

Professional Affiliations

Membership in: Appraisal Institute [MAI (2002) and SRA Member (1989)]

Work Experience

1/2019 to Present: Fran k Schmidt & Associates, President San Francisco Bay Area
2018 Carneghi-Nakasako, Appraiser Consultant
San Jose, CA
2/95 to 12/2017: The Schmidt-Prescott Group, President San Jose, California
4/78 to 2/95: Schmidt & Associates, Inc., President San Jose and Fremont, CA
6/76 to 4/78: Senior Supervising Appraiser, Mercury Savings & Loan Cupertino, CA
1/76 to 6/76: Staff Appraiser, American Savings & Loan San Jose, CA
2/75 to 12/75: Real Estate Appraiser and Consultant, B.A. Ericson Appraisal Co., San Jose, CA
Formal Education

B.S. Business Management, 1997 University of Phoenix Graduated with Honors San Jose, CA

Attachment 2
Table A
Parkland Dedic.ation In Lieu Fee Schedule - FY2023-24
95050
Applicable Fee Type Calculation MFA
$/Acre (valuation date 12-31-2022) A S5,500,000
Parle Acres/1000 Pop. LOS Standard B 2.6
Total Cost per 1,000 C=A x B $14,300,000
Cost per capita D = C/1000 $14,300
Density Single Family (Census) D x 2.98 S42,614
Improvement value (2018: $3,471 + 10%) S3,818 x 2.98 Si 1,378 S1,080 .............................................. Admin Charge .................... 0.·.0.2. .................... ========== Total Single Family (SF) Dwelling Fee S55,072
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3 $16,500,000
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Density Multi Family (Census) D x 2.4 $34,320 $39,600
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Table B
Parkland Dedic.atioo In Lieu Fee Schedule - FY2023--24
95051
Applicable Fee Type Calculation l\IFA Quimby
$/Acre (valuation date 12-31-2022) A $5,840,000 SS,840,000 Park Acres/1000 Pop. LOS Standard B 2.6 3
Total Cost per 1,000 C=A x B $15,184,000 SI 7,520,000
Cost per capita D = C/1000 S15,184 S i 7,520
Density Single Family (Census) D x 2.98 S45,248 $52,210 lmprovemeotvalue(2018: S3,471 + 10%) $3,8/8 x 2.98 $11,378 $11,378 .............................................. Admin.Charge ..................... 0.:0.? ..................... ===S=l=,1=33==== $=1=,2=7=t2 Total Single Family (SF) Dwelling Fee S57,758 S64,859
Density Multi Family (Census) D x 2 .4 S36,442 $42,048
Improvement value (2018: S3,471 + 10%) S3,818 x 2.4 S9,163 $9,163 .............................................. Admin Charge ..................... o:.0.2. .................... ====S=91=2====$=1=,0=2==l4 Total Multi Family (MF) Dwelling Fee S46,517 S 52,235
TableC
Parkland Dedication In Lieu Fee Schedule - FY2023-24
95054
Applicable Fee Type Calculation MFA
$/ Acre ( valuation date 12-3 I -2022) A $5,240,000
Park Acres/1000 Pop. LOS Standard B 2.6
Total Cost per 1,000 C = A x B $13,624,000
Cost per capita D = C/1000 $13,624
Density Single Family (Census) D x 2.98 $40,600
lmprovement value (2018: $3,471 + 10%) $3,818 x 2.98 $11,378 $1,040 ................................................. Admin Charge ................... 0.:0.? ···················========== Total Single Family (SF) Dwelling Fee S53,017
Qu:imby
$5,240,000
3 $15,720,000
$15,720
$46,846
$11,378
$1,164
S59,388
Density Multi Family (Census) D x 2.4 $32,698 $37,728
Improvement value (2018: $3,471 + 10%) $3,818 x 2.4 $9,163 $9,163 ..................... ·····························J\·chlli,i·<:::h.ar~~ .................... 0.·.0.? ..................... ====S=8=37=====S=9=38~ I Total M ulti Family (MF) Dwelling Fee S42,698 S47,829 Attachment 2

Table A
Proposed Parkland Dedic.ation In Lieu Fee Schedule- FY2026-27 95050
Annlk.a ble Fee Type
S/Acre (valuation date 12-31-20234)
Park Acres/ 1000 Pop. LOS Standard
Total Cost per 1,000
Cost per capita
Densi ty Single Family (Census )
Impro vement value (2025: S4,273 + 3.9%)
.................................... Admin Ch arge
Total Single Family (SF) Dwelling Fee
Densi ty Multi Family (Census )
Impro vement value (2025: S4,273 + 3.9%)
Admin Ch arge
Total Multi Family ~ m Dwelline Fee
Calculation
A
B
C = Ax B
D = C/1000
D x 2.84
$4,440 X 2.84

0.02 .......................................

D x 1.92
$4,440 X J.92

0.02 TableB
MFA
S5,359,000

2.6 S13,933,400
S13,933
S39,570
S12,610
Sl,044
$53,22 4
S26,752
SS,525
S706
$35,982
Proposed Parkland Dedic.ation In Lieu Fee Schedule- fYl.02-6-27 95051
A••lk.able Fee Tyne Calculation MFA
S/Acre (valuation date 12-31-2023) A S5,573,000
Park Acres/ 1000 Pop. LOS Standard B 2.6
Total Cost per 1,000 C = Ax B S14,489,800
Cost per capita D = C/1000 S14,490
Dnim by
S5,359,000
3 S16,077,000
S16,077
S45,659
S12,610
Sl,165
$59 ,434
S30,868
SS,525
S788
$40,181
Onimby
S5,573,000
3 S16,719,000
S16,719
Densi ty Single Family (Census ) D x 2.84 S41,151 S47,482 Impro vement value (2025: S4,273 + 3.9%) $4,440 x 2.84 S12,610 S12,610 ..................................... .!\cln1in.~!i'ar.~~ ................ .0:0.2. ................ ====S=1,.,07=5====S=l,2.,,0=2=1 Total Single Family (SF) Dwelling Fee $54 ,837 $61,29 4 Densi ty Multi Family (Census )
Impro vement value (2025: S4,273 + 3.9%)
Admin Charge
Total Multi Family /MF\ Dwelline Fee
D x 1.92
$4,440 X J.92

0.02 TableC
S27,821
SS,525
S727
$37,073
Proposed Parkland Dedic.ation In Lieu Fee Schedule- fYl.02-6-27 95054
A••lk.able Fee T 1-.e Calculation MFA
S/Acre (valuation date 12-31-2023) • n S5,037,000
Park Acres/ 1000 Pop. LOS Standard B 2.6
Total Cost per 1,000 C = Ax B S13,096,200
Cost per capita D = C/1000 S13,096
Densi ty Single Family (Census ) D x 2.84 S37,193
Impro vement value (2025: S4,273 + 3.9%) $4,440 X 2.84 S12,610 Admin Charge 0.02 S996 ··························-········· .......................................

Total Single Family (SF) Dwelling Fee $50 ,799
Densi ty M ulti Family (Census ) D x 1.92 S25,144
Impro vement value (2025: S4,273 + 3.9%) $4,440 x 1.92 SS,525 S673 ··························-········· Admin Charge ................ .0:0.2. ............ ····======= Total Multi Fam.Hy ~m Dwelline Fee $34,34 2
S32,100
SS,525
S813
$41,438
Onimby
S5,037,000
3 S15,111,000
S15,111
S42,915
S12,610
Sl,110
$56,635
S29,013
SS,525
S751
$38,289
Resolution/Fees Due in Lieu of Parkland Dedication for New Residential Development Page 1 of 4 Rev: 7/27/2023
RESOLUTION NO. 26-XXXX

A RESOLUTION OF THE CITY OF SANTA CLARA, CALIFORNIA

TO ESTABLISH THE AVERAGE PER-ACRE LAND VALUES AND

THE PARK DEVELOPMENT COST PER CAPITA VALUE IN

ORDER TO SET THE PARKLAND IN LIEU FEE SCHEDULE IN
ACCORDANCE WITH CHAPTER 17.35 (“PA RK AND
RECREATIONAL LAND”) OF TITLE 17 (“DEVELOPMENT”) OF

THE CODE OF THE CITY OF SANTA CLARA

WHEREAS, the City of Santa Clara is the government entity responsible for providing public parks, recreation and open space facilities within the City of Santa Clara; WHEREAS, the 2010-2035 General Plan includes a goal that new parks, open space and recreation be provided with new development so that existing facilities are not over-burdened; and,
WHEREAS, the report entitled “Public Facilities Impact Fee Study” dated June 25, 2014 (“Nexus Study”), was prepared and approved by Council in June 2014; and, WHEREAS, on July 15, 2014, the City Council adopted Ordinance No. 1928, which added Chapter 17.35 to the City Code, and requires new residential developments to provide adequate community and neighborhood park land for active recreational uses, and/or under certain conditions to pay a fee in lieu of parkland dedication; and, WHEREAS, on August 27, 2019, Council approved Resolution No. 19-8749 which included the statutory findings required pursuant to the California Quimby Act (Quimby) and Mitigation Fee Act (MFA), including the report entitled “Santa Clara Park and Recreational Facilities Impact Fee Update Study” dated April 2019 (“Nexus Study Update”) and the professional land valuation appraisal report with a valuation date of December 31, 2017, and the park improvements replacement costs with values as of 2017; and,
WHEREAS, SCCC 17.35.030 provides the formula for determining a developer’s parkland dedication acreage requirement as follows: the average density for the specific dwelling unit category (single family/multi-family); multiplied by the parkland dedication standard; divided by one thousand (1,000) population; and,
Resolution/Fees Due in Lieu of Parkland Dedication for New Residential Development Page 2 of 4 Rev: 7/27/2023
WHEREAS, the methodology for calculating fees in-lieu of parkland dedication is based on the average cost to purchase lands for parks in Santa Clara, the average cost per capita to develop the land into a useable park facility, and the cost to administer the program; and, WHEREAS, the City desires to update the average per-acre land values and park development costs as used in setting the park in-lieu fee; and,
WHEREAS, the City has surveyed land values and sales records, and has conducted a professional appraisal with a valuation date of December 31, 2025 to determine the fair market value of property in the City and made available to the public for review and comment the appraisal report as posted on the City website on March 20, 2026; and, NOW THEREFORE, BE IT RESOLVED BY THE CITY OF SANTA CLARA AS FOLLOWS:

1. Land Valuation Appraisal.

A. An independent real estate-appraisal firm, the Dore Group, was retained to provide a “Fair Market Value” opinion (valuation date of December 31, 2025) conforming to Uniform Standards of Professional Appraisal Practice and using the City’s Supplemental Instructions for an average acre of land (hypothetical, rectangular, useable site) for property in each of the three existing City of Santa Clara Zip Codes 95050, 95051, 95054. The data set included all property types: Single Family (low and very low density), High Density Residential, Medium Density Residential, Commercial/Retail, Industrial, Lots and Land. Excluded were transactions considered not “arms-length”, having encumbered or clouded title, environmentally impaired sites, or more than three (3) years old. An inflation factor was computed and applied to comparable sales over one year old based on reasonable and rational considerations such as sales and rental trends or other appropriate methods. The weighted average of each property type was based on the percentage of land area in the sales transactions.

B. Based on the findings of the appraisal report, the City Council hereby sets the average per acre land value for each ZIP Code as of December 31, 2025, as: $5.359 million per acre in 95050; $5.573 million per acre in 95051; and $5.037 million per acre in 95054. If a developer Resolution/Fees Due in Lieu of Parkland Dedication for New Residential Development Page 3 of 4 Rev: 7/27/2023
objects to this determination of fair market value, the developer may elect to have the value established by appraisal, in accordance with SCCC 17.35.040(b)(2).

2. Park Improvement Cost.

A. The cost to construct the park improvements (landscape, furnishings, buildings, etc.) is based on an average cost per capita for the City’s existing park system improvements and recovers no more than 100% of the actual cost to develop new park assets and features to serve new residents at the same standard as existing residents. A cost analysis was conducted, including a review of recent/actual City park improvement project costs and a review of increases/decreases in the State of California, Department of General Services Construction Cost Index (CCCI) reported by the Real Estate Services Division of the Bay Area. In accordance with Resolution No. 23-9220, annual changes (increases/decreases) in the park improvement value used in calculation of In-Lieu Fees shall be indexed to changes in CCCI for the previous calendar year as reported by the Real Estate Services Division for the Bay Area, not to exceed a change of more than 10%.

B. The 2025 Santa Clara average park improvement value per capita is $4,273. From 2024 to 2025, construction costs have increased by 3.9% according to the State of California, Department of General Services Construction Cost Index reported by the Real Estate Services Division for the Bay Area, such that the park improvement value of $4,273 per capita would be $4,440 per capita as of January 1, 2026. The Council hereby sets for use in the Park in Lieu Fee calculations a park improvement value of $4,440 per capita for use in the FY 2026/2027 fees.

3. Implementation Schedule. The fees set forth herein shall be effective on July 1, 2026.

For development project applications “deemed complete” prior to this date, the existing fees will apply as adopted in Resolution No. 25-9434.

4. This resolution shall become effective immediately.

I HEREBY CERTIFY THE FOREGOING TO BE A TRUE COPY OF A RESOLUTION PASSED

AND ADOPTED BY THE CITY OF SANTA CLARA, CALIFORNIA, AT A REGULAR MEETING Resolution/Fees Due in Lieu of Parkland Dedication for New Residential Development Page 4 of 4 Rev: 7/27/2023
THEREOF HELD ON THE ___ DAY OF _________, 2026, BY THE FOLLOWING VOTE:

AYES: COUNCILORS:

NOES: COUNCILORS:

ABSENT: COUNCILORS:

ABSTAINED: COUNCILORS:

ATTEST: ______________________________

NORA PIMENTEL, MMC

ASSISTANT CITY CLERK

CITY OF SANTA CLARA

Attachments incorporated by reference:

1. Santa Clara Land Valuation Appraisal 12-31-2025

2. Fee Calculation Worksheets Tables A, B, C

City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
26-460 Agenda Date: 4/21/2026

REPORT TO COUNCIL

SUBJECT
Action on the 2026 City Council Priority Setting Session Framework DEFERRED FROM APRIL 7, 2026

BACKGROUND
Each year, the City Council convenes a Priority Setting Session to establish citywide priorities and initiatives for the upcoming fiscal year. These priorities form the policy framework that guides the alignment of City resources and staff workplans.

The session has typically been held in February or March. However, given the significant staff time dedicated to major event planning in 2026, the City is scheduling the 2026 Priority Setting Session in May 2026.

In Fall 2023, the City issued a Request for Qualifications (RFQ) for Professional Services for Strategic Planning and Meeting Facilitation. Through a competitive process, Raftelis was retained to provide facilitation services. The Raftelis team facilitated the 2024 Priority Setting Session, during which the City Council established priority areas of focus and identified key initiatives.

On April 3, 2025, Raftelis facilitated the 2025 Priority Setting Session at the Central Park Library. City Manager Jovan Grogan opened the session with a status update on 2024 priorities, noting which items had been completed, were underway, or required additional resources. With assistance from the facilitator, the City Council then engaged in deliberations regarding their desired priority focus areas and initiatives for the upcoming year.

DISCUSSION
On March 30, 2026, staff presented an item to the Governance and Ethics Committee for review and direction. The presentation included background on how priority setting sessions are conducted in other cities and a proposed framework for 2026. Committee members shared feedback on what has worked well and offered recommendations for this year’s session.

The table below outlines the proposed ongoing framework alongside the proposed modifications for 2026 based on recommendations from the Governance and Ethics Committee.

Component Annual Priority Setting
Sessions
2026 Priority Setting
Session
Schedule January - June (early in the
year, aligned with the budget
process)
May 2026
Forum Retreat (multi-day, breakout
sessions)
Same
Timeframe At least one session held
from 1 p.m. into the evening
Same
Community Engagement - Scientific Survey -
Commissions, Boards,
Committees to submit 1-2
priorities for consideration -
Public Comment (time certain
throughout session) - Hybrid
(Zoom and in-person)
Same except: - Commissions,
Boards, Committees to be
surveyed rather than
submitting directly
Council Priorities - Submit priorities in advance
(3 weeks) - Staff analysis
prior to meeting - At least 1
priority per Councilmember
on final list - Final priorities
ranked by City Council
Same
Facilitator - Pre-session meeting with
each Councilmember
Same
Reporting - Dashboard to track priorities
and status - 6-month check in
Same
Old Priorities - Update on completed and
ongoing priorities
- Distribute all 2024 priorities
to City Council - Update on
completed and ongoing
priorities
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26-460 Agenda Date: 4/21/2026
Component Annual Priority Setting
Sessions
2026 Priority Setting
Session
Schedule January - June (early in the
year, aligned with the budget
process)
May 2026
Forum Retreat (multi-day, breakout
sessions)
Same
Timeframe At least one session held
from 1 p.m. into the evening
Same
Community Engagement - Scientific Survey -
Commissions, Boards,
Committees to submit 1-2
priorities for consideration -
Public Comment (time certain
throughout session) - Hybrid
(Zoom and in-person)
Same except: - Commissions,
Boards, Committees to be
surveyed rather than
submitting directly
Council Priorities - Submit priorities in advance
(3 weeks) - Staff analysis
prior to meeting - At least 1
priority per Councilmember
on final list - Final priorities
ranked by City Council
Same
Facilitator - Pre-session meeting with
each Councilmember
Same
Reporting - Dashboard to track priorities
and status - 6-month check in
Same
Old Priorities - Update on completed and
ongoing priorities
- Distribute all 2024 priorities
to City Council - Update on
completed and ongoing
priorities
Proposed 2026 Priority Setting Session Timeline
For this year, below is the proposed timeline for the priority setting session:

Late April / Early May:
· Memorandum on Status Report on Council Priorities
· Request for City Councilmembers to develop a list of their Top 3 Priorities Mid-May 2026:
· 1st Retreat meeting (Staff led and no consultant)
· Staff presentation of Status Report on Council Priorities Weeks of May 11 and May 18, 2026:
· Individual Interviews between City Councilmembers and Consultant May 27, 2026
· 2nd Retreat meeting (with consultant)
· Process Overview and Confirmation
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26-460 Agenda Date: 4/21/2026
· Review of Councilmember individual priorities
June / July 2026:
· 3rd and Final Retreat meeting (with consultant)
· Selection and Prioritization of strategies
TBD:
· Conflict Resolution Training
Facilitation and Conflict Resolution Training
Given the significant demands on staff capacity due to major event planning, as well as the value of continuity in the existing process, staff recommends retaining Raftelis as the facilitator for the May 2026 priority setting process. The City will initiate a new competitive solicitation process for facilitation services for the 2027 priority setting process.

Staff is also recommending that, if a consultant can be secured, conflict resolution training be provided to the City Council. As part of the June 2024 Santa Clara Civil Grand Jury Report titled, Irreconcilable Differences, the Grand Jury recommended that the City hire a conflict resolution professional and provide training to the City Council. Staff have reached out to consultants but have not yet been able to secure one. If a consultant cannot be identified in a timely manner, staff will issue a Request for Proposals and schedule the training at a later time.

ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(a) as it has no potential for resulting in either a direct physical change in the environment, or a reasonably foreseeable indirect physical change in the environment.

FISCAL IMPACT
There is no fiscal impact with this report other than administrative staff time.

COORDINATION
This report was coordinated by the City Manager’s Office.

PUBLIC CONTACT
Public contact was made by posting the Committee agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected] or at the public information desk at any City of Santa Clara public library.

RECOMMENDATION
Approve the 2026 City Council Priority Session Framework and Annual City Council Priority Setting Session Framework
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26-460 Agenda Date: 4/21/2026
Reviewed by: Aracely Azevedo, Assistant City Manager, City Manager’s Office Approved by: Jovan Grogan, City Manager
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City of Santa Clara
Agenda Report
1500 Warburton Avenue
Santa Clara, CA 95050
santaclaraca.gov
@SantaClaraCity
26-235 Agenda Date: 4/21/2026

REPORT TO COUNCIL

SUBJECT
Public Hearing: Action on the Adoption of the Proposed FY 2026/27 Municipal Fee Schedule

BACKGROUND
Many of the City of Santa Clara’s fees, rates, and charges (“Fees”) are contained in a municipal fee schedule, which is adopted by the City Council by resolution. Generally, the fee schedule is updated annually which helps ensure that the Fees comply with applicable law, including the California Constitution as well as provide transparency in the fee structure for the City’s development-related and other municipal fees.

California Constitution Article XIIIC and other applicable laws enable local agencies to set fees without voter approval; provided, among other things, the fees do not exceed the reasonable cost of service. To the extent that a fee has been set based upon a presumption of 100% cost recovery, the City cannot generally waive the fee unless it covers the cost of such waiver out of another permissible funding source such as the General Fund or as otherwise allowed under state law.

California Government Code Section 66016(a) and 66018 states that prior to imposing a new fee or increasing an existing one, a local agency shall hold at least one open and public meeting at which oral or written presentations can be made as part of a regularly scheduled meeting and notice of such hearing must be published. Pursuant to Government Code section 66018, notices for this public hearing have been published in the Santa Clara Weekly on April 1 and April 8, 2026. Staff has also notified all interested parties that have requested to be notified regarding proposed fee updates. This item and staff’s recommendations are intended to be considered upon completion of the public hearing. The public hearing provides all interested parties with an opportunity to comment or request clarification regarding any of the Fees.

The FY 2026/27 Proposed Municipal Fee Schedule (“Fee Schedule”) is based on the results of a recently completed comprehensive study of the current costs of providing fee-related services prepared by ClearSource Financial Consulting that is included as Attachment 1 to this Report to Council.

A Study Session was held on April 14, 2026, on the FY 2026/27 Proposed Fee Schedule (Attachment 2). Responses to the City Council as well as public feedback and questions are summarized in the discussion section below and detailed in Attachment 3.

DISCUSSION
The City’s Municipal Fee Schedule generally contains Fees for City services which include, but are not limited to:
· Planning Fees, for services such as entitlement review and review for compliance with the City of Santa Clara Printed on 4/17/2026Page 1 of 7
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· Planning Fees, for services such as entitlement review and review for compliance with the zoning code
· Building Fees, for services such as permitting of new construction or modifications to existing structures
· Engineering Fees, for services such as map review, encroachment permitting, and public improvement review
· Fire Fees, for services such as annual inspections and construction review to ensure compliance with the fire code
· Utility Fees, for services such as requests for sewer lateral inspections, and restoration of discontinued service
· Police Fees, for services such as vehicle impound and false alarm response · Recreation Fees, for services such as program participation, and facility rentals · Administrative Fees, for services such as requests for public records Over 1,200 individual fees were reviewed as part of the comprehensive fee study done in preparation of the FY 2026/27 Proposed Fee Schedule. As shown in the table below, 63% of the proposed fee changes reflect cost of service increases of 10% or less, with 1% of fees reflecting cost of service increases above 10%. An additional 1% of the fees incorporate increases above 15% to account for the planned phase-in of increases to reach cost recovery. Fees that are adjusted based on various price indices make up 9% of the changes and 17% of the Fees are unchanged. There are a limited number of fees that are decreased, restructured, new or deleted.

Proposed FY 2026/27 Municipal Fee Schedule
Summary of Fee Changes
Proposed Fee Changes Fee Count %
Cost of Service Increase 1 - 3% 368 31%
Cost of Service Increase 3.1 - 5% 125 10%
Cost of Service Increase 5.1 - 10% 268 22%
Cost of Service Increase > 10% 14 1%
Cost of Living Adjustment 109 9%
Fees Unchanged 210 17%
Decreased Fees 73 6%
Deleted Fees 14 1%
New Fees 12 1%
Restructured Fees 10 1%
Proposed Phase In >15% 8 1%
Total Fees 1,211 100%
There are 22 fees proposed to be increased above 10%. Of that amount, eight are in the Community Development Department’s Planning Division and are recommended to be phased-in over time to achieve full cost recovery. Four fees are under the Community Development Department’s Building City of Santa Clara Printed on 4/17/2026Page 2 of 7
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26-235 Agenda Date: 4/21/2026
achieve full cost recovery. Four fees are under the Community Development Department’s Building Division and another two under the Planning Division; all of these fee increases reflect updates in personnel costs. Three fees fall under the Parks and Recreation Department that reflect fee amounts for the Aquatic Facility Rental that was approved previously by the City Council on December 9, 2025. The remaining five fees are spread out amongst the Electric Utility Department and Department of Public Works’ Streets Division.

The Proposed Fee Schedule also includes the recommended restructuring of ten fees under the Planning Division (one), Department of Public Works’ Engineering Division (eight), and Streets Division (one). Each of these are existing fees that have been broken out for enhanced clarity.

There are 73 fees that are proposed to be decreased. A significant portion of these fees (40) are within the Engineering Division, while the remaining are spread out amongst the Community Development, Electric Utility, Finance, Fire, Parks and Recreation, Police, and Public Work Departments. These decreases reflect updated costs for providing services.

The Fee Schedule includes 12 new proposed fees intended to recover the costs of services that are not currently assessed. These fees are described in the table below.

Department Fee Description Proposed Fee
Electric Utility Electric Utility Easement Processing Fee (includes labor, material and equipment) Actual Cost
Library Replacement Fee for Lost or Unreturned
Library Facility Access Badge or Key $10
Parks & Recreation -
Cemetery
Chapel Rental - Four Hours of Use for
Special Events $1,600
Parks & Recreation -
Recreation
Special Event Parking - Youth Soccer
Park / Reed & Grant Park - General
Parking (Stadium Event)
$10 - $250
Parks & Recreation -
Recreation
Special Event Parking - Youth Soccer
Park / Reed & Grant Park - Premium
Parking (Stadium Event)
$10 - $250
Water & Sewer Utilities -
Water
Portable Hydrant Meter - Water Use
Deposit $1,600
New Fees
Department Fee Description Proposed Fee
Water & Sewer Utilities -
Water
Portable Hydrant Meter - Hydrant Meter
Unreported Consumption Late Fee $250
Water & Sewer Utilities -
Water
Recycled Water Hydrant Meter - Water
Use Deposit $1,600
Water & Sewer Utilities -
Water
Recycled Water Meter - Hydrant Meter
Unreported Consumption Late Fee $250
Water & Sewer Utilities -
Water
Field Marking - Water Field Marking
Required Outside of Scope of Initial
Request
$190
Water & Sewer Utilities -
Water
Field Marking - Recycled Water Field
Marking Required Outside of Scope of
Initial Request
$190
Water & Sewer Utilities -
Water
Recycled Water Site Survey Non-
Compliance Follow-Up $250
New Fees
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Department Fee Description Proposed Fee
Water & Sewer Utilities -
Water
Portable Hydrant Meter - Hydrant Meter
Unreported Consumption Late Fee $250
Water & Sewer Utilities -
Water
Recycled Water Hydrant Meter - Water
Use Deposit $1,600
Water & Sewer Utilities -
Water
Recycled Water Meter - Hydrant Meter
Unreported Consumption Late Fee $250
Water & Sewer Utilities -
Water
Field Marking - Water Field Marking
Required Outside of Scope of Initial
Request
$190
Water & Sewer Utilities -
Water
Field Marking - Recycled Water Field
Marking Required Outside of Scope of
Initial Request
$190
Water & Sewer Utilities -
Water
Recycled Water Site Survey Non-
Compliance Follow-Up $250
New Fees
Staff is also recommending the deletion of 14 fees, as described in the table below. These fees are recommended for deletion because they are duplicative (e.g., stormwater management plan review and lithium batteries), they are being consolidated (e.g., right to inter cremations in the Mausoleum), the services are no longer available through the City (e.g., rental of the Youth Activity Center), or the fees are obsolete/not used (e.g., right to inter three cremations in a grave).

Department Fee Description Current Fee
Community
Development - Planning Stormwater Management Plan Review $915 Fire - Operational Permits Lithium Batteries $585 Annual Parks & Recreation -
Mission City Burial
Right to inter three cremations in a grave,
upright monument section
Resident - $6,842
Non-Resident - $8,049
Parks & Recreation -
Mission City Burial
Right to inter four cremations in Indoor
Mausoleum, Tier 3-5
Resident - $10,994
Non-Resident - $12,934
Parks & Recreation -
Mission City Burial
Right to inter four cremations in Indoor
Mausoleum, Tier 6-8
Resident - $10,994
Non-Resident - $12,934
Parks & Recreation -
Mission City Burial
Right to inter four cremations in Indoor
Mausoleum, Tier 9-10
Resident - $10,994
Non-Resident - $12,934
Parks & Recreation -
Mission City Burial
Right to inter one cremation in Indoor
Community Mausoleum
Resident - $2,863
Non-Resident - $3,368
Parks & Recreation -
Recreation
Youth Activity Center: Gymnasium - Non-
Profit Rental / Court $20 per hour
Parks & Recreation -
Recreation
Youth Activity Center: Gymnasium -
Resident Rental / Court $207 per hour
Parks & Recreation -
Recreation
Youth Activity Center: Gymnasium -
Commercial / Non-Resident Rental / Court $310 per hour
Parks & Recreation -
Recreation
Youth Activity Center: Activity Rooms -
Non-Profit Meeting $20 per meeting
Parks & Recreation -
Recreation
Youth Activity Center: Activity Rooms -
Non-Profit Event $20 per hour
Parks & Recreation -
Recreation
Youth Activity Center: Activity Rooms -
Resident Event $62 per hour
Parks & Recreation -
Recreation
Youth Activity Center: Activity Rooms -
Commercial / Non-Resident Event $93 per hour
Deleted Fees
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Department Fee Description Current Fee
Community
Development - Planning Stormwater Management Plan Review $915 Fire - Operational Permits Lithium Batteries $585 Annual Parks & Recreation -
Mission City Burial
Right to inter three cremations in a grave,
upright monument section
Resident - $6,842
Non-Resident - $8,049
Parks & Recreation -
Mission City Burial
Right to inter four cremations in Indoor
Mausoleum, Tier 3-5
Resident - $10,994
Non-Resident - $12,934
Parks & Recreation -
Mission City Burial
Right to inter four cremations in Indoor
Mausoleum, Tier 6-8
Resident - $10,994
Non-Resident - $12,934
Parks & Recreation -
Mission City Burial
Right to inter four cremations in Indoor
Mausoleum, Tier 9-10
Resident - $10,994
Non-Resident - $12,934
Parks & Recreation -
Mission City Burial
Right to inter one cremation in Indoor
Community Mausoleum
Resident - $2,863
Non-Resident - $3,368
Parks & Recreation -
Recreation
Youth Activity Center: Gymnasium - Non-
Profit Rental / Court $20 per hour
Parks & Recreation -
Recreation
Youth Activity Center: Gymnasium -
Resident Rental / Court $207 per hour
Parks & Recreation -
Recreation
Youth Activity Center: Gymnasium -
Commercial / Non-Resident Rental / Court $310 per hour
Parks & Recreation -
Recreation
Youth Activity Center: Activity Rooms -
Non-Profit Meeting $20 per meeting
Parks & Recreation -
Recreation
Youth Activity Center: Activity Rooms -
Non-Profit Event $20 per hour
Parks & Recreation -
Recreation
Youth Activity Center: Activity Rooms -
Resident Event $62 per hour
Parks & Recreation -
Recreation
Youth Activity Center: Activity Rooms -
Commercial / Non-Resident Event $93 per hour
Deleted Fees
Feedback from the April 14, 2026 Study Session
During the Study Session, the City Council had questions and comments regarding the Proposed Fee Schedule, primarily focused around the proposed expansion of Parking Fees for Levi’s Stadium events at the Youth Soccer Park and Reed & Grant Park facilities. There were also questions and comments regarding phase-in fees and fee deferrals, impact of development fees to small City of Santa Clara Printed on 4/17/2026Page 5 of 7
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comments regarding phase-in fees and fee deferrals, impact of development fees to small businesses, customer service resources, youth fees, and the payment method of fees as they relate to the penny shortage.

Responses to these questions and comments are included in Attachment 3.

Changes to the FY 2026/27 Proposed Fee Schedule from Study Session As noted during the April 14, 2026 Study Session, adjustments to the rounding of certain fees under the Engineering Division are included. Fees have been rounded down to the nearest nickel, as opposed to the initial nearest whole dollar.

Additional adjustments to the Impact Fees within the Fee Schedule are also recommended. The Housing Division and Engineering Division sections include Impact Fees as detailed below:
· Housing Division
o Affordable Housing Impact Fees (12 fees); Resolution 17-8482 · Engineering Division
o Traffic Impact Fees (seven fees); Resolution 18-8584
o Tasman East Specific Plan Area Impact Fee (one fee); Resolution 20-8911 o Patrick Henry Drive Specific Plan Area Impact Fee (two fees); Resolution 22-9064 As part of the establishment of these impact fees, language was included in each Resolution noting that each of these fees are automatically adjusted at the beginning of each fiscal year based on the Construction Cost Index. As such, these fees are no longer recommended to be rounded and the Fee Schedule will reflect the fee amount based on the approved calculation methodology. These updates are detailed in Attachment 4.

ENVIRONMENTAL REVIEW
The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to section 15378(b)(4) of Title 14 of the California Code of Regulations in that it is a fiscal activity that does not involve any commitment to any specific project which may result in a potential significant impact on the environment.

FISCAL IMPACT
It is important to note that while adjusting fees and billing rates will provide a fiscal impact in the form of additional revenue, the revenue is intended to be used to offset the costs of providing existing services that are recoverable from fees. Consequently, while fees may rise annually, typically labor costs (the primary driver of fee-related costs) also rise annually. Recalibration of these fees simply provides an offset of existing expenditures/needs rather than a source of funding for expanded service levels.

COORDINATION
This report has been coordinated with the City Attorney’s Office and the City departments with fees included in the Municipal Fee Schedule.

PUBLIC CONTACT
On April 1, and April 8, 2026, notices of the public hearing were published in the Santa Clara City of Santa Clara Printed on 4/17/2026Page 6 of 7
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On April 1, and April 8, 2026, notices of the public hearing were published in the Santa Clara Weekly in the manner set forth in Government Code Sections 6062a and 66018. Additionally, the City notified all interested parties that had requested to be notified regarding proposed fee updates.

Public contact was made by posting the Council agenda on the City’s official-notice bulletin board outside City Hall Council Chambers. A complete agenda packet is available on the City’s website and in the City Clerk’s Office at least 72 hours prior to a Regular Meeting and 24 hours prior to a Special Meeting. A hard copy of any agenda report may be requested by contacting the City Clerk’s Office at (408) 615-2220, email [email protected].

RECOMMENDATION
Adopt a Resolution for the “City of Santa Clara 2026/27 Municipal Fee Schedule” which

1. Sets new fees, rates and charges (collectively “fees”);

2. Amends existing fees; and

3. Deletes certain fees; for various City departments effective on July 1, 2026.

Reviewed by: Kenn Lee, Director of Finance
Approved by: Jovan D. Grogan, City Manager

ATTACHMENTS

1. User and Regulatory Fee Study 2026/27

2. FY 2026/27 Proposed Municipal Fee Schedule

3. Responses to City Council Questions

4. Changes to FY 2026/27 Fee Schedule from Study Session

5. Resolution Adopting the FY 2026/27 Municipal Fee Schedule City of Santa Clara Printed on 4/17/2026Page 7 of 7
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CITY OF

SANTA CLARA

USER AND REGULATORY FEE STUDY

MARCH 20 26

FINANCIAL CONSULTING
7960 B Soquel Drive , Suite 363, Aptos , California 95003 CLEAR SOURCE Fl NANCIAL.COM

CONTENTS

REPORTING

1 TRANSMITTAL
2 EXECUTIV E SUMMAR Y
7 PROJECT ORIENTA TIO N
11 IMPLEMENTA TION

APPENDI X

I COST OF S ERVICE ANALYSIS

7960 B Soquel Drive, Suite 363, Aptos, California 95003 831.288.0608 CLEARSOURCEFINANCIAL.COM

March 2026

C
ITY OF

SANTA CLARA
Attention: Margaret McCahan | Budget Manager
1500 Warburton Avenue
Santa Clara, California 95050

USER AND REGULATORY FEE STUDY

Dear Ms. McCahan:

ClearSource Financial Consulting submits the following report describing the findings of our preparation of a User and Regulatory Fee Study for the City of Santa Clara.

Please refer to the Executive Summary for the key findings of the analysis. The balance of the report and its appendices provide the necessary documentation to support those outcomes.

Thank you for the opportunity to serve the City on this topic. We are happy to continue discussion on this study as the need arises or consult with you on additional topics.

Sincerely,

TERRY MADSEN, PRESIDENT | CLEARSOURCE FINANCIAL CONSULTING PHONE: 831.288.0608
EMAIL:

[email protected]

FINANCIAL CONSULTING

CITY OF SANTA CLARA

USER AND REGULATORY FEE STUDY

TERRY MADSEN, PRESIDENT I CLEARSOURCE FINANCIAL CONSUL TING PHONE: 831.288.0608
EMAIL: TMADSEN @CLEARSOURCEFINANCIAL.COM
7960 B Soquel Drive , Suite 363, Aptos , California 95003 831 .288.0608 CLEA RSOU RC E FINANCIAL.COM
CLE A RS OU RCE RE PORT T O T H E CI T Y OF S A N T A CL A RA | 2

EXECUTIVE SUMMARY

STUDY OVERVIEW
The purpose of this study is to identify the City’s current cost of providing fee -related services and activities and to update the City’s Schedule of User and Regulatory Fees (fee schedule). Any fee updates adopted as part of this study are intended for use during Fiscal Year 202 6-27. Recovering the costs of providing fee - related services directly supports the City’s priority area of focus of delivering excellent City government via reliable funding.

The fee schedule is intended to be reviewed annually, with staff conducting bi ennial studies to identify the City’s cost of providing fee -related services based on current labor rates and service delivery methods. In the interim year, fees are typically adjusted to correspond to annual cost inflation.

Annual review and adjustment of fees provides multiple benefits, including:
• Increasing the availability of General Fund revenues to be used for services and activities available to all Santa Clara residents and businesses, such as public safety, public works, and parks services. • Keeping pace with general cost inflation.
• Avoiding fee spikes that are more likely to occur when municipalities leave fees unchanged for a multiyear period.
• Providing fee payers, city staff, and city policymakers with a pattern of consistency that provides information for forecasting and decision-making purposes. • Encouraging generational equity among fee payers by avoiding long -term stagnation of fees followed by significant fee increases.

Industry practice and fiscal conditions in the state have led most cities to link cost recovery for services of individual action, cause, or benefit to that same individual through user fee revenue, relieving the agency’s general revenues as much as possible for use toward services of broader community benefit.

USER AND REGULATORY FEES
Cities derive annual revenue from a number of sources. These include, but are not limited to, property taxes, sales taxes, license fees, franchise fees, fines, rents, and user and regulatory fees. User an d regulatory fees are inten ded to cover all, or a portion of, the costs incurred by the City for providing fee -related services an d activities th at are not otherwise provided to those not payin g the fee .

California law provides guidance regarding the amounts the City may charge for fee -related services and activities. Specifically, in order to avoid being considered taxes, the fees charged shall not exceed the estimated reason able c ost of providing th e services , activities, or materials for which fees are charged.

At its conclusion, this study proposes for City Council review and consideration at public hearing a new Schedule of F ees and Charges for application and continued update in subsequent years.

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EXECUTIVE SUMMARY

COST RECOVERY POLICY AND PRACTICE
The services for which the City imposes a user or regulatory fee typically derive from an individual person or entity’s action, request, or behavior. Therefore, except in cases where there is an overwhelming public benefit generated by the City’s involveme nt in the individual action, a fee for service ensures that the individual bears most, if not all, of the cost incurred by the City to provide th at service . When a fee targets “100% or full cost recovery,” the individual is bearing the entirety of the cost. When a fee targets less than full cost recovery, another City revenue source – in most cases, the General Fund – subsidizes the individualized activity.

Generally, fees for servic e are targeted to full cost recovery, inclusive of operating, direct, indirect, and capital costs, except in cases wh ere the City Council cites a public interest in lower fees . The City may also be influenced by market conditions, comparing to municipalities of similar size and service profile.

Recovering the costs of providing fee -related services directly influences the City’s fiscal health and increases the City’s ability to meet the service level expectations of fee payers.

FEES EXAMINED AS PART OF THIS STUDY
Fees examined as part of this study include, but are not limited to:
• Planning Fees, such as entitlement review and review for compliance with the zoning code • Public Works Engineering Fees, such as encroachment and public improvement review • Building Fees, such as permitting of new construction or modifications to existing structures • Fire Fees, such as annual inspections conducted to ensure compliance with the fire code • Police Fees, such as vehicle impound and specialized license review • Utility Services Fees, such as requests for new water or electric meters

FEES , FINES, AND TAXES NOT EXAMINED
Fees, fines, and taxes NOT examined as part of this study include:
• Assessments
• Development Impact Fees
• Fines or Penalties
• Franchise Fees
• Taxes
• Utility Rates and Services Charges

These items are subject to different approval thresholds or are not subject to the same cost of service limitations as the fees examined as part of this study. Consequently, they are specifically excluded from the scope of this study.

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EXECUTIVE SUMMARY

OVERVIEW OF FINDINGS AND RECOMMENDATIONS
The following provides a summary of primary changes the City Council is being asked to consider as part of this study.

Table 1 – Summary of Changes to Fees Examined
Description Count Percentage
Fees Proposed to Remain Unchanged, Decrease, or
Minor Increases Up to 10%
1,168 96.4%
Fees Proposed to Increase by More than 10% 19 1.6%
Fee Structure Modifications
(May Result in Increase or Decrease)
10 0.8%
New Fees 14 1.2%
Total Fees Examined 1,211 100.0%

Fees Proposed to Remain Unchanged, Decrease, or Minor Increases up to 10% • 96% percent of user and regulatory fees are proposed to remain unchanged, decrease, or be adjusted by an amount not to exceed 10%. Modifications to fees are meant to avoid degradation of existing cost recovery levels for City services provided.

Fees Proposed to Increase by More than Ten Percent (10%) • 19 fees are proposed to increase by more than ten percent. An overview of these changes is included in the table below:

Table 2 – Summary of Fees Proposed to Increase by More than 10% Description Count Overview
Building Fees 4 Changes are all between $1 and $2 (e.g., adjust fee from current amount of $18 to
proposed amount of $20). Changes to low
fees result in changes above 10%.

Planning Fees 10 Changes reflect updated cost of service based on changes in State legislation and typical staff
review required. Fee adjustments are
proposed to phase-in over time with maximum
adjustment not to exceed 20%.

Electric (SVP) Fees 1 Adjustment to service wire relocation fee.

Adjusted fee reflects updated cost of service
based on typical staff support required.

Public Works Street and Storm
Drain Fees
4 Changes reflect updated cost of service for
plan reviews based on changes in third party
costs and typical staff support required.

Tota 19

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EXECUTIVE SUMMARY
New Fees
• Fourteen (14) new fees are proposed. An overview of these changes are included in the list below:

Table 3 – New Fees
Description Count Overview
Planning Fees 2 1) Non-Historical Referral to Historical and Landmarks Commission - Standard: Service
currently provided without a corresponding
fee for service.
2) Non-Historical Referral to Historical and
Landmarks Commission - Comprehensive:

Service currently provided without a
corresponding fee for service.

Electric Fees 1 1) Electric Utility Easement Processing:

Adding to fee schedule for fee schedule
clarity. Recovered time & materials billings.

Library Fees 1 1) Replacement Fee for Lost or Unreturned Library Facility Access Badge or Key: Fee
only applies if badge or key is not returned.

Cemetery Fees 1 1) Fee for Chapel Rental for Private Event:

Adding to fee schedule for fee schedule
clarity. Current schedule does not
distinguish between rental of the chapel for
memorial/burial services v. other events.

Parks and Recreation Fees 2 1) Fee for special event (Stadium event) parking at Youth Soccer Park and Reed &
Grant Park: General parking fee.
2) Fee for special event (Stadium event)
parking at Youth Soccer Park and Reed &
Grant Park: Premium / bus parking fee.

Water and Sewer Fees 7 1) Deposit for anticipated potable water use from temporary access to City hydrant.
2) Late fee for unreported water consumption
from temporary access to City hydrant.
3) Deposit for anticipated water use from
temporary water hydrant access.
4) Late fee for unreported recycled water
consumption from temporary hydrant use.
5) Water – Field Marking Fee for marking
required outside of scope of initial request.
6) Recycled Water – Field Marking Fee for
marking required outside of scope of initial
request.
7) Recycled Water Site Survey Non-
Compliance Follow-up: Fee only applies in
the event of non-compliance.

Tota 14

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EXECUTIVE SUMMARY

DETAILED COST OF SERVICE INFORMATION
Detailed cost of service information is included Appen dix I of this report.

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PROJECT ORIENTATION

LEGISLATIVE GUIDANCE
The objectives of this study, the methodology used to complete the study, and the formulation of outcomes and recommendations for future consideration were significantly influenced by Article 13C of the California Constitution and Section 66014 of the California Government Code.

Article 13C states that the local government bears the burden of proving by a preponderance of the evidence that a levy, charge, or other exaction is not a tax, that the amount is no more than necessary to cover the reasonable costs of the governmental act ivity, and that the manner in which those costs are allocated to a payer bear a fair or reasonable relationship to the payer’s burdens on, or benefits received from, the governmental activity. Additionally, Article 13C identifies the following as items that are not defined as taxes:
 A charge imposed for a specific benefit conferred or privilege granted directly to the payer that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of conferring the benefit or granting the privilege.  A charge imposed for a specific government service or product provided directly to the payer that is not provided to those not charged, and which does not exceed the reasonable costs to the local government of providing the service or product.
 A charge imposed for the reasonable regulatory costs to a local government for issuing licenses and permits, performing investigations, inspections, and audits, enforcing agricultural marketing orders, and the administrative enforcement and adjudication thereof.  A charge imposed for entrance to or use of local government property, or the purchase, rental, or lease of local government property.
 A fine, penalty, or other monetary charge imposed by the judicial branch of government or a local government, as a result of a violation of law.
 A charge imposed as a condition of property development.  Assessments and property-related fees imposed in accordance with the provisions of Article XIII D.

Section 66014(a) of the California Government Code includes the following, “Notwithstanding any other provision of law, when a local agency charges fees for zoning variances; zoning changes; use permits; building inspections; building permits; …the processing of maps under the provisions of the Subdivision Map Act…; or planning services…; those fees may not exceed the estimated reasonable cost of providing the service for which the fee is charged, unless a question regarding the amount of the fee charged in excess of the estimated reasonable cost of providing the services or materials is submitted to, and approved by, a popular vote of two-thirds of those electors voting on the issue.

The outcomes and recommendations of the study are intended to comply with applicable federal, state, and local laws including providing confirmation that the proposed fees (“charges”) recommended as a result of this study are not taxes as defined in Article 13C of the California Constitution and that the proposed fees are no more than necessary to the cover the reasonable costs of the City’s activities and services addressed in the fees. Additionally, this report is intended to show that the manner in which the costs are allocated to a payer bear a fair and reasonable relationship to the payer’s burdens on, or benefits received from the activities and services provided by the City.

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PROJECT ORIENTATION

METHODOLOGY AND DATA SOURCES
This study calculated the estimated reasonable cost of providing various fee-related services across the City organization. Generally, the estimated reasonable cost of providing the fee -related services and activities examined in this study can be calculated as the product of the composite fully-burdened hourly labor rate of the division responsible for providing services and t he estimated labor time required to process a typical request for service. This calculation is illustrated in Exh ibit 1.

EXHIBIT 1 | COST OF SERVICE CALCULATION

A combination of sources was used to complete the analysis and develop the findings and recommendations of this study. The data sources include:
• Adopted revenue and expenditures budgets and personnel salary and benefit information. • Historical project volume and revenues from fees.
• Current schedule of fees for each department.
• Citywide cost allocation plan.
• Interviews with City staff.

Once cost of service levels are identified, the City may use this information to inform targeted cost recovery from fees. Fees set at the cost of service target full cost recovery. Fees set at any amount less than the cost of service target less than full cost recovery.

An illustration of the methods used in this analysis is shown in Exhibit 2.

Hourly Rate
for
Personnel
Providing
Services
Fully Burdened
Hourly Rates:
• Direct and indirect
labor costs
X
• Services and supplies
• Agency overhead
Time
Required to
Perform the
Service
Estimated or Known
Times for Providing
Services
Maximum Fee
Amount
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PROJECT ORIENTATION
EXHIBIT 2 | STEPS IN ANALYZIN G COSTS OF SERVICE AND USER FEES

------------------------------------------------
COST OF SERVICE ANALYSIS I Process and Methods
2 I ANNUAL

EXPENDITURES
3 I FULLY BURDENED

HOURLY RATES
4 I SERVICE/ACTIVITY

LABOR TIME
Identify annual hours spent providing fee services for each participating division
Information is developed and tested using a combination of interviews , questionnaires , historical project information , and historical revenue information
Identify annual cost of providing fee services for each participating division Information is developed and tested using a combination of information found in the City's adopted budget , expenditure history, and the ovemead cost plan.

Calculate the estimated fully burdened hourly rate using information from Steps 1 and 2
Annual Cost ~ Annual Hours
:, Estimate labor time required to process individual request for service :, Information is developed and tested using a combination of interviews , questionnaires , commonly used measures, and information developed in Stepl
Calculate the estimated cost of service using information from Steps 3 and 4 olicies , and historical trends to
Test to confirm forecast revenue from fees will not exceed program costs Use historical permit volume and proposed fees to forecast anticipated revenue from fees
Forecasted revenues should not exceed program costs
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PROJECT ORIENTATION
Appen dix I of this report appendices provide s detailed analytical findings from the study, including the amount of cost, or estimated cost, required to provide the services for which the fee or service charge is levied and the revenue sources anticipated to provide the service, including General Fund revenues. For any fees targeted to recover less than 100% of the estimated reasonable cost of service, it is anticipated that General Fund revenues of the City will fund the difference between the targeted recovery level and 100% recovery of the estimate d cost of service unless the fee -related services are provided by Enterprise Funds (e.g. Electric fees and Environmental Utilities fees). These amounts are identified in the appendi x.

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IMPLEMENTATION

CONSIDERATIONS FOR IMPLEMENTATION
If the City decides to adopt or otherwise utilize outcomes generated through this study, it should:

 Update System s for F ee Outc omes - Ensure that City staff begin using updated fees and associated outcomes once the updated schedule of fees becomes effective. Values should be included in all official fee schedules used throughout the City (e.g., departmental pamphlets, counter schedules, and online information). Additionally, ensure collections processes are updated, which may include coding in billing systems and training for personnel who handle fees directly with the public.
 Actively Mon itor the Use of Fees - In order to recover accurate and eligible amounts expected, the City should be diligent about tracking time to projects for time and materials billings and ensuring fees are applied in the correct amount and using the correct and intended basis for fixed fee billings.  Monitor Feedback and Permit Statistics - Monitor permit and application volume and applicant feedback to determine if fee modifications are resulting in any unanticipated changes in project frequency and to increase the level of detail available for revenue forecasting.  Annually R eview and Adjust F ee Values - In order to generally maintain pace with regional cost inflation and/or the City's salary cost inflation, the City should continue to adjust its fees on an annual basis. A commonly used, reasonable inflation index is the annual change in the all -urban Consumer Price Index (CPI) representative of the region.  Periodic ally Perform Compreh ensive An alysis – The City should continue to perform periodic fee studies to ensure fee levels remain at or below legal limits and are consistent with evolving service practices and local conditions.

APPENDIX I

COST OF SERVICE ANALYSIS

FINANCIAL CONSULTING
7960 B Soquel Drive , Suite 363, Aptos , California 95003 CLEAR SOURCE Fl NANCIAL.COM
User and Regulatory Fees
Cost of Service Analysis
Appendix I: p. 1
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
Cost of Service Analysis
Fee Type Page
Assistant City Clerk's Office Fees 3
City Manager's Office Fees 9
Community Development Fees 15
Building Fees 16
Planning Fees 31
Housing and Community Services Fees 41
Electric (SVP) Fees 48
Finance - Municipal Services Division Fees 62
Fire Department Fees 71
Community Risk Reduction Fees 74
Training and Resources Fees 94
Parks and Recreation Department Fees 106
Police Department Fees 112
Public Works Fees 125
Engineering and Encroachment Permit Fees 126
Streets, Storm Drain, and Solid Waste Fees 158
Water and Sewer Fees 169
Appendix I: p. 2
Assistant City Clerk's Office Fees
Appendix I: p. 3
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Assistant City Clerk Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Total Salary
Top Step [e] Annual Salary
Assistant City Clerk 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $106 $220,500 Deputy City Clerk 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $78 $163,065 Staff Aide I 2.00 2,080 216 1,864 3,728 20% 80% 100% 746 2,982 3,728 $56 $232,347 Senior Management Analyst 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $86 $179,371 Office Records Specialist 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $50 $103,113 Total 6.00 11,184 2,237 8,947 11,184 $898,396 Total 20% 80% 100%
[a] Source: FY 25/26 Adopted budget.
[b] Based on 40 hour week * 52 weeks per year.
[e] Source: City of Santa Clara Salary Plans Effective 9/28/2025. [c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave. [d] Amounts intended to serve as reasonable estimates developed for purposes of this analysis. Amount will vary annually, and by employee. Amount based on position and consultant experience working with similar municipalities.

Appendix I: p. 4
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Assistant City Clerk's Office FY 25/26 Adopted Expenses [a] Program 2311 2312 2313
Fund # Fund Desc Account Desc Council Admin Public Info Political
Reform Subtotal Adjust Total Notes
001 General Fund 87010 - Salary And Wages - Regular $261,974 $347,848 $227,191 $837,013 $0 $837,013 001 General Fund 87020 - Salary And Wages - As Needed $56,373 $0 $0 $56,373 ($56,373) $0 001 General Fund 87030 - S & W - O.T. Vacation Relief $1,147 $0 $0 $1,147 ($1,147) $0 001 General Fund 87110 - Contra 870x0-Reimbd Sal & Wage ($84,368) $0 $0 ($84,368) $84,368 $0 001 General Fund 1 Salary Accounts $235,126 $347,848 $227,191 $810,165 $26,848 $837,013 001 General Fund 87212 - Retirement - Non Public Safety $92,318 $122,581 $80,063 $294,962 $0 $294,962 001 General Fund 87221 - Medicare $3,907 $5,131 $3,379 $12,417 $0 $12,417 001 General Fund 87222 - Social Security $15,316 $21,014 $13,670 $50,000 $0 $50,000 001 General Fund 87223 - Social Security - OT $356 $0 $0 $356 $0 $356 001 General Fund 87224 - Medicare OT $85 $0 $0 $85 $0 $85 001 General Fund 87230 - Health Allocation $29,579 $64,181 $29,394 $123,154 $0 $123,154 001 General Fund 87241 - Dental - City Paid $488 $718 $420 $1,626 $0 $1,626 001 General Fund 87242 - Long Term Disability-CIty Paid $840 $1,161 $697 $2,698 $0 $2,698 001 General Fund 87243 - Vision- City Paid $198 $291 $171 $660 $0 $660 001 General Fund 87250 - Basic Life Insurance $136 $204 $128 $468 $0 $468 001 General Fund 87271 - VEBA $1,080 $1,590 $930 $3,600 $0 $3,600 001 General Fund 87272 - EAP $77 $114 $67 $258 $0 $258
001 General Fund 87274 - Auto Allowance $1,980 $1,680 $2,340 $6,000 $0 $6,000 001 General Fund 87275 - Mobile Phone Allowance $384 $960 $576 $1,920 $0 $1,920 001 General Fund 87280 - City Paid Deferred Compensation $3,060 $4,680 $3,060 $10,800 $0 $10,800 001 General Fund 87390 - OPEB $7,789 $11,466 $6,707 $25,962 $0 $25,962 001 General Fund 2 Benefit Accounts $157,593 $235,771 $141,602 $534,966 $0 $534,966 001 General Fund 87500 - Operating Supplies $0 $0 $1,826 $1,826 $0 $1,826 001 General Fund 87530 - Special Departmental Supplies $400 $0 $0 $400 ($400) $0 001 General Fund 3 Mat/Serv/Sup $400 $0 $1,826 $2,226 ($400) $1,826 001 General Fund 87650 - Technical Services Maintenance $26,403 $35,058 $22,897 $84,358 $0 $84,358 001 General Fund 87680 - Unemployment Insurance $126 $167 $109 $402 $0 $402 001 General Fund 87825 - Conference, Travel and Training $6,129 $0 $0 $6,129 ($6,129) $0 001 General Fund 87840 - Insurance And Surety Bonds $0 $0 $0 $0 $0 $0 001 General Fund 87865 - Subscription Based IT Arrangement (SBITA) $0 $198,654 $0 $198,654 $0 $198,654 001 General Fund 87870 - Contractual Services $7,344 $44,669 $0 $52,013 ($52,013) $0 001 General Fund 5 Interfund Services $40,002 $278,548 $23,006 $341,556 ($58,142) $283,414 Subtotal $433,121 $862,167 $393,625 $1,688,913 ($31,694) $1,657,219 Appendix I: p. 5
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Assistant City Clerk's Office Adjustments for Fully-Burdened Hourly Rate Calculation
Calculation of Fully-Burdened Hourly Rate
Description Total Notes
Divisional Expenses $1,657,219
Productive Hours 8,947 [b]
Total $185
Full Cost Factors for Hourly Rate Buildup
Description Total Share Per Hour
Personnel $1,371,979 83% $153
Equipment $0 0% $0
Materials / Supplies $285,240 17% $32
Other Costs $0 0% $0
Overhead $0 0% $0
Total $1,657,219 100% $185
Appendix I: p. 6
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Assistant City Clerk's Office Information Below is for Use if City Desires to Use Positional Hourly Billing Rates Scenario 1: Uniform Assignment of Materials and Overhead Costs Per Hour Calculate Benefit Ratio
Salary Accounts $837,013
Benefit Accounts $534,966
Total 0.64
Calculation of Direct Hours Ratio (Billing Factor)
Description
Base Hrs
Per FTE
Adjust for
Typical Leave
Productive
Hours Direct Hours %
Direct Hours
Per FTE Notes
Hours 2,080 (216) 1,864 80% 1,491
Direct Hours Bill Factor (For Every $ of Salary Add this amount to account for Direct Hrs v. Total Hrs.) 1.39 Position
Top Step Hrly
[c] Benefits
Subtotal Labor
Costs
Adjust for
Direct Hours
Total Labor
Rate
Add: M'tls /
Supplies
Add:

Overhead
Total
Hourly Rate
Assistant City Clerk $106 $68 $174 1.39 $242 $32 $0 $274 Deputy City Clerk $78 $50 $129 1.39 $179 $32 $0 $211
Staff Aide I $56 $36 $92 1.39 $128 $32 $0 $160
Senior Management Analyst $86 $55 $141 1.39 $197 $32 $0 $229 Office Records Specialist $50 $32 $81 1.39 $113 $32 $0 $145 Scenario 2: Assignment of a Common Indirect Rate Factor that Can Be Applied to Base Hourly Wage Rate to Calculate Fully-Burdened Hourly Billing Rate by Position Calculation of Fully-Burdened Hourly Rate Billing Factor (Apply Factor to Top Step Salary for Positional Rates) Description FTE Hours Per FTE Total Hours
Salaries and
Wages
Hourly Wage
Rate Only
Fully-
Burdened
Hourly Rate ICR Multiplier Notes
Total 6.00 2,080 12,480 $898,396 $72 $185 2.57 [a] Source: FY 25/26 Adopted budget.
[b] See allocation of Annual Labor Effort.
[c] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 7
----------------
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees City Clerk Fees
Calculation of the Estimated Costs of Providing Fee Related Services Cost Recovery Information
Fee Description Labor Time Hourly Rate
Estimated
Cost of
Service Current Fee
Current Cost
Recovery
Proposed
Fee
Proposed
Cost
Recovery Unit Notes
Lobbying Activities
1 Annual Registration Fee 4.25 x $185 = $786 $773 98% $773 98% [a] 2 Prorated Registration Fee 2.00 x $185 = $370 $364 98% $364 98% [b] 3 Amended Registration Fee 1.00 x $185 = $185 $182 98% $182 98% [c] 4 Client Registration Fee 0.75 x $185 = $139 $136 98% $136 98% per client 5 Delinquent Fee $25 $25 per day [d]
[a] Annual registration is due by January 15th of a given year. [b] Persons registering for the first time after June 30th of a given year. [d] Up to a maximum of $500.00.
[c] Lobbyists with a change to registration information shall file an amended registration within fifteen (15) days of such change if he or she has accepted a new client for compensation in excess of five hundred dollars ($500.00).

Appendix I: p. 8
City Manager's Office Fees
Appendix I: p. 9
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - City Manager
Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Total Salary
Top Step [e] Annual Salary
City Manager 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $201 $418,221 Staff Aide I 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $56 $116,173 Public Information Officer 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $123 $255,806 Executive Assistant 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $77 $160,595 Assistant City Manager 2.00 2,080 216 1,864 3,728 0% 100% 100% - 3,728 3,728 $180 $747,611 Management Analyst 2.00 2,080 216 1,864 3,728 0% 100% 100% - 3,728 3,728 $78 $326,130 Communications Coordinator 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $68 $141,462 Deputy City Manager 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $141 $292,638 Assistant to the City Manager 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $128 $266,039 Office Specialist III 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $56 $116,173 Communications & Outreach Manager 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $90 $187,980 Management Analyst (FY 26 NP 03) 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $78 $163,065 Assistant City Manager (FY 26 NP 27) 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $180 $373,806 Total 15.00 27,960 - 27,960 27,960 $3,565,700 Total 0% 100% 100%
[a] Source: FY 25/26 Adopted budget.
[b] Based on 40 hour week * 52 weeks per year.
[d] Assume use of productive hours only.
[e] Source: City of Santa Clara Salary Plans Effective 9/28/2025. [c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave.

Appendix I: p. 10
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - City Manager's Office
FY 25/26 Adopted Expenses [a] Program 1021 1022 1031 1032 1033 Fund # Fund Desc Account Desc Policy
Intergov'
Rel'tns
Day to Day
Ops Strat Planning
Outreach &
Engage Subtotal Adjust Total Notes
001 General Fund 87010 - Salary and Wages $816,855 $101,912 $862,232 $790,680 $428,100 $2,999,779 $0 $2,999,779 001 General Fund 87020 - Salary And Wages - As Needed $0 $0 $196,780 $0 $0 $196,780 $0 $196,780 001 General Fund 87110 - Contra Account - Reimbd Salary & Wages $0 $0 ($524,733) $0 $0 ($524,733) $524,733 $0 001 General Fund 1 Salary Accounts $816,855 $101,912 $534,279 $790,680 $428,100 $2,671,826 $524,733 $3,196,559 001 General Fund 87212 - Retirement - Non Public Safety $270,182 $32,136 $317,212 $266,886 $151,699 $1,038,115 $0 $1,038,115 001 General Fund 87221 - Medicare $12,082 $1,514 $12,975 $12,260 $6,383 $45,214 $0 $45,214 001 General Fund 87222 - Social Security $27,708 $3,821 $40,451 $34,884 $21,691 $128,555 $0 $128,555 001 General Fund 87230 - Health Allocation $64,610 $9,757 $87,202 $89,102 $45,868 $296,539 $0 $296,539 001 General Fund 87241 - Dental - City Paid $773 $111 $1,231 $1,001 $624 $3,740 $0 $3,740 001 General Fund 87242 - Long Term Disability-CIty Paid $1,406 $148 $1,887 $1,628 $890 $5,959 $0 $5,959 001 General Fund 87243 - Vision- City Paid $312 $41 $500 $411 $253 $1,517 $0 $1,517 001 General Fund 87250 - Basic Life Insurance $313 $44 $412 $401 $234 $1,404 $0 $1,404 001 General Fund 87271 - VEBA $1,440 $210 $2,610 $2,100 $1,320 $7,680 $0 $7,680 001 General Fund 87272 - EAP $123 $16 $197 $160 $97 $593 $0 $593 001 General Fund 87274 - Auto Allowance $8,688 $1,224 $9,384 $9,600 $5,088 $33,984 $0 $33,984 001 General Fund 87275 - Mobile Phone Allowance $1,200 $48 $1,248 $2,208 $96 $4,800 $0 $4,800 001 General Fund 87280 - City Paid Deferred Compensation $9,000 $1,260 $10,620 $11,520 $6,480 $38,880 $0 $38,880 001 General Fund 87390 - OPEB $12,334 $1,729 $19,687 $16,009 $9,954 $59,713 $0 $59,713 001 General Fund 2 Benefit Accounts $410,171 $52,059 $505,616 $448,170 $250,677 $1,666,693 $0 $1,666,693 001 General Fund 87500 - Operating Supplies $0 $0 $32,117 $0 $0 $32,117 ($32,117) $0 001 General Fund 87530 - Special Departmental Supplies $0 $0 $870 $0 $0 $870 ($870) $0 001 General Fund 87600 - Maintenance $0 $0 $67,569 $0 $0 $67,569 ($67,569) $0 001 General Fund 87710 - Advertising & Community Promotion $0 $0 $6,161 $0 $219,999 $226,160 ($226,160) $0 001 General Fund 87800 - Miscellaneous Serv & Supplies $16,800 $0 $0 $4,479 $39,618 $60,897 ($60,897) $0 001 General Fund 87825 - Conference, Travel and Training $0 $0 $0 $48,814 $0 $48,814 ($48,814) $0 001 General Fund 87840 - Insurance And Surety Bonds $0 $0 $0 $0 $0 $0 $0 $0 001 General Fund 87865 - Subscription Based IT Arrangement (SBITA) $0 $0 $9,450 $0 $20,000 $29,450 ($29,450) $0 001 General Fund 87870 - Contractual Services $66,300 $92,700 $385,219 $4,287 $153,000 $701,506 ($701,506) $0 001 General Fund 87930 - City Membership $0 $0 $0 $4,644 $0 $4,644 ($4,644) $0 001 General Fund 87940 - Mandated Program Costs $0 $0 $43,656 $0 $0 $43,656 ($43,656) $0 001 General Fund 3 Mat/Serv/Sup $83,100 $92,700 $545,042 $62,224 $432,617 $1,215,683 ($1,215,683) $0 001 General Fund 87650 - Technical Services Maintenance $82,326 $10,271 $86,900 $79,688 $43,146 $302,331 ($302,331) $0 001 General Fund 87680 - Unemployment Insurance $283 $59 $526 $239 $227 $1,334 ($1,334) $0 001 General Fund 87660 - Workers Comp Insurance $0 $0 $0 $0 $0 $0 $0 $0 001 General Fund 87680 - Unemployment Insurance $0 $0 $0 $0 $0 $0 $0 $0 001 General Fund 87740 - Vehicle Equipment Amortization $0 $0 $0 $0 $0 $0 $0 $0 001 General Fund 87840 - Insurance And Surety Bonds $0 $0 $0 $0 $0 $0 $0 $0 001 General Fund 5 Interfund Services $82,609 $10,330 $87,426 $79,927 $43,373 $303,665 ($303,665) $0 Subtotal $1,392,735 $257,001 $1,672,363 $1,381,001 $1,154,767 $5,857,867 ($994,615) $4,863,252 Appendix I: p. 11
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - City Manager's Office
Adjustments for Fully-Burdened Hourly Rate Calculation
Calculation of Fully-Burdened Hourly Rate
Description Total Notes
Divisional Expenses $4,863,252
Productive Hours 27,960 [b]
Total $174
Full Cost Factors for Hourly Rate Buildup
Description Total Share Per Hour
Personnel $4,863,252 100% $174
Equipment $0 0% $0
Materials / Supplies $0 0% $0
Other Costs $0 0% $0
Overhead $0 0% $0
Total $4,863,252 100% $174
Appendix I: p. 12
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - City Manager's Office
Information Below is for Use if City Desires to Use Positional Hourly Billing Rates Scenario 1: Uniform Assignment of Materials and Overhead Costs Per Hour Calculate Benefit Ratio
Salary Accounts $3,196,559
Benefit Accounts $1,666,693
Total 0.52
Calculation of Direct Hours Ratio (Billing Factor)
Description
Base Hrs
Per FTE
Adjust for
Typical Leave
Productive
Hours Direct Hours %
Direct Hours
Per FTE Notes
Hours 2,080 (216) 1,864 100% 1,864
Direct Hours Bill Factor (For Every $ of Salary Add this amount to account for Direct Hrs v. Total Hrs.) 1.12 Position
Top Step Hrly
[c] Benefits
Subtotal Labor
Costs
Adjust for
Direct Hours
Total Labor
Rate
Add: M'tls /
Supplies
Add:

Overhead
Total
Hourly Rate
City Manager $201 $105 $306 1.12 $341 $0 $0 $341
Staff Aide I $56 $29 $85 1.12 $95 $0 $0 $95
Public Information Officer $123 $64 $187 1.12 $209 $0 $0 $209 Executive Assistant $77 $40 $117 1.12 $131 $0 $0 $131
Assistant City Manager $180 $94 $273 1.12 $305 $0 $0 $305 Management Analyst $78 $41 $119 1.12 $133 $0 $0 $133
Communications Coordinator $68 $35 $103 1.12 $115 $0 $0 $115 Deputy City Manager $141 $73 $214 1.12 $239 $0 $0 $239
Assistant to the City Manager $128 $67 $195 1.12 $217 $0 $0 $217 Office Specialist III $56 $29 $85 1.12 $95 $0 $0 $95
Communications & Outreach Manager $90 $47 $137 1.12 $153 $0 $0 $153 Management Analyst (FY 26 NP 03) $78 $41 $119 1.12 $133 $0 $0 $133 Assistant City Manager (FY 26 NP 27) $180 $94 $273 1.12 $305 $0 $0 $305 Scenario 2: Assignment of a Common Indirect Rate Factor that Can Be Applied to Base Hourly Wage Rate to Calculate Fully-Burdened Hourly Billing Rate by Position Calculation of Fully-Burdened Hourly Rate Billing Factor (Apply Factor to Top Step Salary for Positional Rates) Description FTE Hours Per FTE Total Hours
Salaries and
Wages
Hourly Wage
Rate Only
Fully-
Burdened
Hourly Rate ICR Multiplier Notes
Total 15.00 2,080 31,200 $3,565,700 $114 $174 1.52 [b] See allocation of Annual Labor Effort.
[c] Source: City of Santa Clara Salary Plans Effective 9/28/2025. [a] Source: FY 25/26 Adopted budget.

Appendix I: p. 13 ----------------
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees City Manager Fees
Calculation of the Estimated Costs of Providing Fee Related Services Cost of Service $305 $133 Cost Recovery Information
Fee Description
Asst
CM
Mgmt
Analyst Total
Asst
CM
Mgmt
Analyst
Cost of
Service Current Fee
Current Cost
Recovery
Proposed
Fee
Proposed
Cost
Recovery Notes
1 No-Fee Parade Permit (For Santa Clara non-profit
organizations)

1.00 3.00 4.00 $305 $399 $704 no fee 0% no fee 0% [a]
[a] Pursuant to Resolution No. 18-8606, no fee is charged.

Appendix I: p. 14
Community Development Fees
Appendix I: p. 15
City of
Santa Clara
The Cente r of What's Poss ib le
Building Fees
Appendix I: p. 16
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Building
Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Assistant Building Official 1.00 2,080 216 1,864 1,864 50% 50% 100% 932 932 1,864 Asst Dir. of Community Development 0.23 2,080 216 1,864 429 100% 0% 100% 429 - 429 Associate Planner 1.25 2,080 216 1,864 2,330 20% 80% 100% 466 1,864 2,330 Building Official 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 Business Analyst 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 Code Enforcement Technician 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 Combination Inspector 8.00 2,080 216 1,864 14,912 20% 80% 100% 2,982 11,930 14,912 Customer Service Representative 2.00 2,080 216 1,864 3,728 80% 20% 100% 2,982 746 3,728 Director of Community Development 0.23 2,080 216 1,864 429 100% 0% 100% 429 - 429 Inspection Manager 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 Management Analyst 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 Office Assistant 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 Office Specialist II 4.00 2,080 216 1,864 7,456 70% 30% 100% 5,219 2,237 7,456 Office Specialist III 2.50 2,080 216 1,864 4,660 70% 30% 100% 3,262 1,398 4,660 Office Specialist IV 1.00 2,080 216 1,864 1,864 70% 30% 100% 1,305 559 1,864 Permit Center Supervisor 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 Permit Technician 7.00 2,080 216 1,864 13,048 20% 80% 100% 2,610 10,438 13,048 Plan Review Manager 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 Plans Examiner 5.00 2,080 216 1,864 9,320 20% 80% 100% 1,864 7,456 9,320 Senior Inspector 7.00 2,080 216 1,864 13,048 20% 80% 100% 2,610 10,438 13,048 Senior Permit Technician 2.00 2,080 216 1,864 3,728 20% 80% 100% 746 2,982 3,728 Senior Plans Examiner 5.00 2,080 216 1,864 9,320 20% 80% 100% 1,864 7,456 9,320 Staff Analyst I 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 Subtotal - Directly Budgeted FTE 55.21 102,911 38,510 64,401 102,911 Contract Svcs [a],[e] $1,463,270 7,582 0% 100% 100% - 7,582 7,582 Total 110,493 38,510 71,983 110,493
Total 35% 65% 100%
Hrly Rate for Contract Plan Chk Svc Total [f]
Level II $186
Level III $201
Average $193
[a] Source: FY 25/26 Adopted budget.
[b] Based on 40 hour week * 52 weeks per year.
[c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave. [d] Amounts intended to serve as reasonable estimates developed for this analysis. Amount will vary annually, and by employee. Amount based on position and consultant experience working with similar municipalities. [e] Total hours calculated as: forecast expenses / average hourly rate for contract plan review services. [f] Amount based on January 2021 contractual service agreement entered into for qualified plan check and inspection services list, adjusted by change in annual CPI from 2021 through 2024.

Appendix I: p. 17
r:::::::::::n
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Building
FY 25/26 Adopted Expenses [a] Program 5532 5533 5534
Fund # Fund Desc Account Desc
Plan Rvw &
Prmt Field Inspect
Housing
Inspect Subtotal Adjustment Total Notes
155 Building Inspection Fund 87001 - Salaries & Benefits $0 $0 $0 $0 $0 $0 155 Building Inspection Fund 87010 - Salary and Wages $4,965,000 $2,988,159 $23,470 $7,976,629 $0 $7,976,629 155 Building Inspection Fund 87020 - Salary And Wages - As Needed $400,769 $0 $0 $400,769 $0 $400,769 155 Building Inspection Fund 87030 - Overtime $35,631 $0 $0 $35,631 $0 $35,631 155 Building Inspection Fund 1 Salary Accounts $5,401,400 $2,988,159 $23,470 $8,413,029 $0 $8,413,029 155 Building Inspection Fund 87212 - Retirement - Non Public Safety $1,725,285 $996,182 $8,004 $2,729,471 $0 $2,729,471 155 Building Inspection Fund 87221 - Medicare $74,681 $45,411 $359 $120,451 $0 $120,451 155 Building Inspection Fund 87222 - Social Security $294,101 $183,932 $1,040 $479,073 $0 $479,073 155 Building Inspection Fund 87223 - Social Security - OT $2,209 $0 $0 $2,209 $0 $2,209 155 Building Inspection Fund 87224 - Medicare OT $516 $0 $0 $516 $0 $516 155 Building Inspection Fund 87230 - Health Allocation $631,609 $409,394 $1,138 $1,042,141 $0 $1,042,141 155 Building Inspection Fund 87241 - Dental - City Paid $9,679 $5,255 $28 $14,962 $0 $14,962 155 Building Inspection Fund 87242 - Long Term Disability-CIty Paid $19,473 $11,631 $38 $31,142 $0 $31,142 155 Building Inspection Fund 87243 - Vision- City Paid $3,928 $2,134 $10 $6,072 $0 $6,072 155 Building Inspection Fund 87250 - Basic Life Insurance $1,619 $816 $12 $2,447 $0 $2,447 155 Building Inspection Fund 87271 - VEBA $21,426 $11,640 $60 $33,126 $0 $33,126 155 Building Inspection Fund 87272 - EAP $1,538 $832 $4 $2,374 $0 $2,374 155 Building Inspection Fund 87274 - Auto Allowance $9,504 $1,080 $120 $10,704 $0 $10,704 155 Building Inspection Fund 87275 - Mobile Phone Allowance $1,402 $912 $48 $2,362 $0 $2,362 155 Building Inspection Fund 87279 - Misc. Other Benefits $362 $2,313 $0 $2,675 $0 $2,675 155 Building Inspection Fund 87280 - City Paid Deferred Compensation $14,256 $5,040 $360 $19,656 $0 $19,656 155 Building Inspection Fund 87390 - OPEB $154,516 $83,946 $432 $238,894 $0 $238,894 155 Building Inspection Fund 2 Benefit Accounts $2,966,104 $1,760,518 $11,653 $4,738,275 $0 $4,738,275 155 Building Inspection Fund 87500 - Operating Supplies $129,112 $28,760 $157,872 $0 $157,872 155 Building Inspection Fund 87825 - Conference, Travel and Training $63,245 $18,581 $563 $82,389 $0 $82,389 155 Building Inspection Fund 87865 - Subscription Based IT Arrangement (SBITA) $68,300 $68,300 $0 $68,300 155 Building Inspection Fund 87870 - Contractual Services $1,457,077 $6,193 $1,463,270 $0 $1,463,270 155 Building Inspection Fund 3 Mat/Serv/Sup $1,717,734 $53,534 $563 $1,771,831 $0 $1,771,831 155 Building Inspection Fund 87640 - Vehicle Equipment Maintenance $0 $45,283 $0 $45,283 $0 $45,283 155 Building Inspection Fund 87650 - Technical Services Maintenance $702,965 $0 $0 $702,965 $0 $702,965 155 Building Inspection Fund 87680 - Unemployment Insurance $2,309 $1,325 $11 $3,645 $0 $3,645 155 Building Inspection Fund 87740 - Vehicle Equipment Amortization $0 $52,266 $0 $52,266 $0 $52,266 155 Building Inspection Fund 87994 - Services from Other Funds-CAP $1,580,025 $0 $0 $1,580,025 ($1,580,025) $0 [b] 155 Building Inspection Fund 5 Interfund Services $2,285,299 $98,874 $11 $2,384,184 ($1,580,025) $804,159 155 Building Inspection Fund 89950 - Trs Out - Miscellaneous $7,000 $0 $0 $7,000 $0 $7,000 155 Building Inspection Fund 89952 - Trs Out - General Fund $198,238 $0 $0 $198,238 $0 $198,238 155 Building Inspection Fund 89953 - Trs Out - CIP $17,101 $0 $0 $17,101 $0 $17,101 155 Building Inspection Fund 9 Other Expenditures $222,339 $0 $0 $222,339 $0 $222,339 Subtotal $12,592,876 $4,901,085 $35,697 $17,529,658 ($1,580,025) $15,949,633 Appendix I: p. 18
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Building
Adjustments for Fully-Burdened Hourly Rate Calculation
Allocation of Citywide Overhead
Description
Plan Rvw &
Prmt Field Inspect
Housing
Inspect Subtotal Adjustment Total Notes
Allocation of Citywide Overhead 1,013,555$ 562,083$ 4,387$ $1,580,025 $0 $1,580,025 [c] Total Divisional Costs
Total $17,529,658
Calculation of Fully-Burdened Hourly Rate
Description Total Notes
Divisional Expenses $17,529,658
Direct Hours 71,983 [d]
Total $244
Full Cost Factors for Hourly Rate Buildup
Description Total Share Per Hour
Personnel $14,614,574 84% $203
Equipment $0 0% $0
Materials / Supplies $1,112,720 6% $15
Other Costs $0 0% $0
Overhead $1,580,025 9% $22
Total $17,307,319 100% $240
[a] Source: FY 25/26 Adopted budget.
[b] Accounted for in separate section of this worksheet. [c] Source: Citywide overhead cost allocation plan.
[d] See worksheet labeled: Allocation of Annual Labor Effort - Building.

Appendix I: p. 19
--------
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Building
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current Fee
Structure
Current Cost
Recovery
Proposed
Fee
Proposed Fee
Structure
Proposed
Cost
Recovery
Proposed
Fee Change
%
Proposed
Fee Change
$ Note

MINOR RESIDENTIAL PERMIT FEES
1 A/C (with or w/o furnace) - Relocation 1.67 x $244 = $408 $397 97% $407 100% 3% $10 2 A/C (with or w/o Furnace) - Same Location 0.67 x $244 = $163 $159 98% $162 100% 2% $3 3 Bathroom Remodel (like for like) 1.00 x $244 = $244 $238 98% $244 100% 3% $6 4 Foundation Repair / Seismic Upgrade 1.50 x $244 = $366 $357 98% $366 100% 3% $9 5 Furnace Replacement - Relocation 1.67 x $244 = $408 $397 97% $407 100% 3% $10 6 Furnace Replacement - Same Location 1.00 x $244 = $244 $238 98% $244 100% 3% $6 7 Photovoltaic - Residential
a) 15KW or less $450 $450 0% $0
b) Per KW above 15 $15 $15 0% $0
8 New Tankless Water Heater (for like for like water heater permit fees, see Section 3-C Plumbing Permit fees)

1.33 x $244 = $325 $319 98% $325 100% 2% $6
9 Water Heater - Relocate Existing (for like for like water heater permit fees, see Section 3-C Plumbing Permit fees)

1.33 x $244 = $325 $319 98% $325 100% 2% $6

ALL OTHER PERMIT FEES
10 Permit Issuance 0.42 x $244 = $102 $98 96% $101 99% 3% $3 11 Technology Fee 3.37% percent of Bldg,
MPE, Plan Check
& Other Fees As
Identified in Tech
Fee Column

3.37% percent of Bldg,
MPE, Plan Check
& Other Fees As
Identified in Tech
Fee Column
0% $0
12 General Plan / Advanced Planning Surcharge 12.39% percent of Bldg Permit & Plan
Check Fee

12.39% percent of Bldg
Permit & Plan
Check Fee
0% $0
13 Building Conformance Fee Valuation x
$0.00032
Valuation x
$0.00032
0%
Appendix I: p. 20
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Building
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current Fee
Structure
Current Cost
Recovery
Proposed
Fee
Proposed Fee
Structure
Proposed
Cost
Recovery
Proposed
Fee Change
%
Proposed
Fee Change
$ Note
3-B ELECTRICAL PERMIT FEES

SYSTEM FEE SCHEDULE
14 New Buildings or Alterations
a) Commercial Buildings 0.0014 x $244 = $0.34 $0.33 per SF 97% $0.34 per SF 100% 3% $0.01 b) Residential Buildings 0.0010 x $244 = $0.24 $0.24 per SF 98% $0.24 per SF 100% 2% $0.01 c) New garages, carports and accessory buildings 0.0004 x $244 = $0.10 $0.09 per SF 92% $0.10 per SF 99% 8% $0.01 15 Private Swimming Pools 1.50 x $244 = $366 $357 98% $366 100% 3% $9 16 Outdoor Events
a) For electric generators and electrically driven rides 1.50 x $244 = $366 $357 98% $366 100% 3% $9 b) For mechanically driven rides and walk-through attractions or displays having electric lighting

1.50 x $244 = $366 $357 98% $366 100% 3% $9
c) For a system of area and booth lighting 1.50 x $244 = $366 $357 98% $366 100% 3% $9 17 Temporary Power Service
a) For a temporary service power pole or pedestal-mounted receptacle outlets and appurtenances

1.50 x $244 = $366 $357 98% $366 100% 3% $9
b) For a temporary distribution system and temp lighting and receptacle outlets for construction sites, decorative lights, Christmas tree sales lots, fireworks stands, etc.

1.50 x $244 = $366 $357 98% $366 100% 3% $9

UNIT FEE SCHEDULE
18 Receptacle, Switch and Lighting Outlets
a) First 20 0.02 x $244 = $4.07 $3.96 each 97% $4.06 100% 2% $0 b) Additional fixtures 0.01 x $244 = $3.05 $2.98 each 98% $3.05 100% 2% $0 19 Lighting Fixtures
a) First 20 fixtures 0.02 x $244 = $4.07 $3.96 each 97% $4.06 100% 2% $0 b) Additional fixtures 0.01 x $244 = $3.05 $2.98 each 98% $3.05 100% 2% $0 c) For pole or platform-mounted lighting fixtures 0.03 x $244 = $8.13 $7.00 each 86% $8.13 100% 16% $1 d) For theatrical-type lighting fixtures or assemblies 0.03 x $244 = $8.13 $7.00 each 86% $8.13 100% 16% $1 20 Residential Appliances
a) For fixed residential appliances or receptacle outlets 0.10 x $244 = $24 $23 each 94% $24 98% 4% $1 21 Power Apparatus
a) Up to and including 1 0.17 x $244 = $41 $39 each 96% $40 98% 3% $1 b) Over 1 and not over 10 0.25 x $244 = $61 $58 each 95% $61 100% 5% $3 c) Over 10 and not over 50 0.42 x $244 = $102 $98 each 96% $101 99% 3% $3 d) Over 50 and not over 100 0.50 x $244 = $122 $119 each 98% $122 100% 3% $3 e) Over 100 0.67 x $244 = $163 $158 each 97% $162 100% 3% $4 Appendix I: p. 21
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Building
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current Fee
Structure
Current Cost
Recovery
Proposed
Fee
Proposed Fee
Structure
Proposed
Cost
Recovery
Proposed
Fee Change
%
Proposed
Fee Change
$ Note
22 Busways
a) For trolley and plug-in-type busways 0.42 x $244 = $102 $98 each 100 ft 96% $101 99% 3% $3 23 Signs, Outline Lighting and Marquees
a) Signs, Outline Lighting and Marquees For signs, outline lighting systems or marquees supplies from one branch circuit

0.42 x $244 = $102 $98 96% $101 99% 3% $3
b) For additional branch circuits with For additional branch circuits with marquee

0.33 x $244 = $81 $78 96% $81 100% 4% $3
24 Services
a) For services of 600 volts or less and not over 200 amperes in rating, each

0.67 x $244 = $163 $158 97% $162 100% 3% $4
b) For services of 600 volts or less and over 200 amperes to 1,000 amperes in rating

1.17 x $244 = $285 $277 97% $284 100% 3% $7
c) For services over 600 volts or over 1,000 amperes in rating 1.75 x $244 = $427 $416 97% $427 100% 3% $11 25 Miscellaneous Apparatus, Conduits, and Conductors
a) For electrical apparatus, conduits, and conductors for which a permit is required but for which no fee is herein set forth

0.42 x $244 = $102 $98 96% $101 99% 3% $3
3-C MECHANICAL PERMIT

NEW BUILDINGS
26 New Commercial buildings 0.0012 x $244 = $0.29 $0.28 per SF 96% $0.29 per SF 100% 4% $0.01 27 New Residential buildings 0.0004 x $244 = $0.10 $0.09 per SF 92% $0.10 per SF 99% 8% $0.01

UNIT FEE SCHEDULE
28 Furnaces
a) For installation or relocation of forced-air or gravity-type furnace, up to and including 100,000 Btu/h

1.25 x $244 = $305 $297 97% $305 100% 3% $8
b) For installation or relocation or forced-air or gravity-type furnace, over 100,000 Btu/h

1.25 x $244 = $305 $297 97% $305 100% 3% $8
c) For installation or relocation of each floor furnace 1.25 x $244 = $305 $297 97% $305 100% 3% $8 d) For installation or relocation of each suspended heater, recessed wall heater or floor-mounted unit

1.25 x $244 = $305 $297 97% $305 100% 3% $8
29 Appliance Vents
a) For the installation, relocation or replacement of each appliance vent not included in an appliance permit

2.00 x $244 = $488 $476 98% $488 100% 3% $12
30 Repairs or Additions
a) For the repair or, alteration of, or additional to each 2.00 x $244 = $488 $476 98% $488 100% 3% $12 Appendix I: p. 22
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Building
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current Fee
Structure
Current Cost
Recovery
Proposed
Fee
Proposed Fee
Structure
Proposed
Cost
Recovery
Proposed
Fee Change
%
Proposed
Fee Change
$ Note
31 Boilers, Compressors and Absorption Systems
a) Up to and including 3 horsepower or up to and including 100,000 Btu/h

1.75 x $244 = $427 $416 97% $427 100% 3% $11
b) Over 3 horsepower to and including 15 horsepower or Over 100,000 Btu/h to and including 500,000 Btu/h

2.00 x $244 = $488 $476 98% $488 100% 3% $12
c) Over 15 to and including 30 horsepower or Over 500,000 to and including 1,000,000 Btu/h

2.17 x $244 = $529 $515 97% $528 100% 3% $13
d) Over 30 to and including 50 horsepower or Over 1,000,000 to and including 1,750,000 Btu/h

2.42 x $244 = $590 $574 97% $589 100% 3% $15
e) Over 50 horsepower or Over 1,750,000 Btu/h 2.67 x $244 = $651 $634 97% $650 100% 3% $16 32 Air Handlers
a) Each unit up to and including 10,000 cubic feet per minute 1.33 x $244 = $325 $316 97% $325 100% 3% $9 b) Each unit Over 10,000 cfm 2.00 x $244 = $488 $476 98% $488 100% 3% $12 33 Evaporative Coolers
a) For each evaporative cooler other than portable type 2.00 x $244 = $488 $476 98% $488 100% 3% $12 34 Ventilation and Exhaust
a) For each ventilation fan connected to a single duct 0.42 x $244 = $102 $98 96% $101 99% 3% $3 b) For each ventilation system which is not a portion of any heating or air-conditioning system authorized by a permit

0.75 x $244 = $183 $178 97% $183 100% 3% $5
c) For the installation of each hood which is served by mechanical exhaust

2.00 x $244 = $488 $476 98% $488 100% 3% $12
35 Incinerators
a) For the installation or relocation of each domestic-type incinerator 1.00 x $244 = $244 $238 98% $244 100% 3% $6 b) For the installation or relocation of each commercial or industrial- type incinerator

2.00 x $244 = $488 $476 98% $488 100% 3% $12
36 Miscellaneous
a) For each appliance or piece of equipment regulated by the Mechanical Code but not classified in other appliance categories

2.00 x $244 = $488 $476 98% $488 100% 3% $12
Appendix I: p. 23
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Building
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current Fee
Structure
Current Cost
Recovery
Proposed
Fee
Proposed Fee
Structure
Proposed
Cost
Recovery
Proposed
Fee Change
%
Proposed
Fee Change
$ Note
3-C PLUMBING PERMIT FEES

NEW BUILDINGS
37 New Commercial buildings, per sq. ft. 0.0009 x $244 = $0.22 $0.22 per SF 100% $0.22 per SF 100% 0% ($0.00) 38 New Residential buildings, per sq. ft. 0.0004 x $244 = $0.10 $0.09 per SF 92% $0.10 per SF 99% 8% $0.01

UNIT FEE SCHEDULE
39 Fixtures and Vents
a) For each plumbing fixture or trap or set of fixtures on one trap 1.00 x $244 = $244 $238 98% $244 100% 3% $6 b) For repair or alteration of drainage or vent piping, each fixture 1.00 x $244 = $244 $238 98% $244 100% 3% $6 40 Sewers, Disposal Systems and Interceptors
a) For each building sewer and each trailer park sewer 1.00 x $244 = $244 $238 98% $244 100% 3% $6 b) For each cesspool 0.42 x $244 = $102 $98 96% $101 99% 3% $3 c) For each private sewage disposal system 0.42 x $244 = $102 $98 96% $101 99% 3% $3 d) For each industrial waste pretreatment interceptor 1.00 x $244 = $244 $238 98% $244 100% 3% $6 e) Rainwater systems 0.25 x $244 = $61 $58 95% $61 100% 5% $3 41 Water Piping and Water Heaters
a) For installation, alteration, or repair of water piping and/or water- treating equipment

1.00 x $244 = $244 $238 98% $244 100% 3% $6
b) For each water heater including vent 1.00 x $244 = $244 $238 98% $244 100% 3% $6 42 Water Softener 1.00 x $244 = $244 $238 98% $244 100% 3% $6 43 Water Heater - Same Location (like for like) 1.00 x $244 = $244 $238 98% $244 100% 3% $6 44 Gas Piping Systems
a) For each gas piping system of one to five outlets 0.67 x $244 = $163 $158 97% $162 100% 3% $4 b) For each additional outlet over five 0.03 x $244 = $6 $5.00 82% $6 98% 20% $1 45 Lawn Sprinklers, Vacuum Breakers and Backflow Protection Devices a) For each lawn sprinkler system on any one meter 1.00 x $244 = $244 $238 98% $244 100% 3% $6 b) For atmospheric-type vacuum breakers or backflow protection i) 1 to 5 devices 0.42 x $244 = $102 $98 96% $101 99% 3% $3 ii) Over 5 devices, each 0.08 x $244 = $20 $18 89% $20 98% 11% $2 c) For each backflow protective device other than atmospheric-type vacuum breakers
i) 2 in and smaller 1.00 x $244 = $244 $238 98% $244 100% 3% $6 ii) Over 2 inches 1.00 x $244 = $244 $238 98% $244 100% 3% $6 Appendix I: p. 24
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Building
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current Fee
Structure
Current Cost
Recovery
Proposed
Fee
Proposed Fee
Structure
Proposed
Cost
Recovery
Proposed
Fee Change
%
Proposed
Fee Change
$ Note
46 Swimming Pools
a) Public pool 3.00 x $244 = $732 $714 98% $732 100% 3% $18 b) Public spa 2.50 x $244 = $610 $595 98% $610 100% 3% $15 c) Private pool 2.50 x $244 = $610 $595 98% $610 100% 3% $15 d) private spa 2.00 x $244 = $488 $476 98% $488 100% 3% $12 47 Miscellaneous
a) For each appliance or piece of equipment regulated by the Mechanical Code but not classified in other appliance categories equipment regulated by the Plumbing Code but not classified in other appliance categories

1.00 x $244 = $244 $238 98% $244 100% 3% $6
3-G GRADING
48 PLAN REVIEW FEES
a) 50 cubic yards or less n/a n/a No Fee No Fee 0% n/a
b) 51 to 100 cubic yards 1.50 x $244 = $366 $357.00 98% $366.00 100% 3% $9 c) 101 to 1,000 cubic yards 4.00 x $244 = $976 $952.00 98% $976.00 100% 3% $24 d) 1,001 to 10,000 cubic yards 6.00 x $244 = $1,464 $1,428.00 98% $1,464.00 100% 3% $36 e) 10,001 to 100,000 cubic yards - base 10.00 x $244 = $2,440 $2,380.00 98% $2,440.00 100% 3% $60 i) Each additional 10,000 cubic yards $108 $105.80 98% $108.44 100% 2% $3 f) 100,001 to 200,000 cubic yards - base 14.00 x $244 = $3,416 $3,332.00 98% $3,416.00 100% 3% $84 i) Each additional 10,000 cubic yards $244 $238.00 98% $244.00 100% 3% $6 g) 200,001 cubic yards or more - base 24.00 x $244 = $5,856 $5,713.00 98% $5,856.00 100% 3% $143 i) Each additional 10,000 cubic yards $122 $119.00 98% $122.00 100% 3% $3 3-H GRADING
49 PERMIT FEES
a) 100 cubic yards or less 2.00 x $244 = $488 $476.00 98% $488.00 100% 3% $12 b) 101 to 1,000 cubic yards - base 2.00 x $244 = $488 $476.00 98% $488.00 100% 3% $12 i) Each additional 100 cubic yards $81 $79.35 98% $81.33 100% 2% $2 c) 1,001 to 10,000 cubic yards - base 5.00 x $244 = $1,220 $1,190.00 98% $1,220.00 100% 3% $30 i) Each additional 1,000 cubic yards $54 $52.90 98% $54.22 100% 2% $1 d) 10,001 to 100,000 cubic yards - base 7.00 x $244 = $1,708 $1,666.00 98% $1,708.00 100% 3% $42 i) Each additional 10,000 cubic yards $217 $211.60 98% $216.89 100% 2% $5 e) 100,001 cubic yards or more - base 15.00 x $244 = $3,660 $3,570.00 98% $3,660.00 100% 3% $90 i) Each additional 10,000 cubic yards $108 $105.80 98% $108.44 100% 2% $3 Appendix I: p. 25
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Building
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current Fee
Structure
Current Cost
Recovery
Proposed
Fee
Proposed Fee
Structure
Proposed
Cost
Recovery
Proposed
Fee Change
%
Proposed
Fee Change
$ Note
3-I OTHER INSPECTIONS AND FEES
50 Minimum Permit Fee per Trade 1.00 x $244 $244 $238 98% $244 100% 3% $6 51 Inspections outside of normal business hours (per hour) (Min of 2 hours) 1.00 x $317 $317 $308 97% $317 100% 3% $9 52 Re-inspection fees assessed under provisions of Section 305.8 (per hour) 1.00 x $244 $244 $238 98% $244 100% 3% $6 53 Inspections or plan review for which no fee is specifically indicated (per hour)

1.00 x $244 $244 $238 98% $244 100% 3% $6
54 Additional plan review required by changes, additions or revisions to approved plans (per hour)

1.00 x $244 $244 $238 98% $244 100% 3% $6
55 For use of outside consultants for plan checking and inspections No Fee No Fee 0% 56 Plan Review outside of normal business hours (per hour) (Min of 2 hours) 1.00 x $317 $317 $308 97% $317 100% 3% $9 57 Phased Plan Review Check (for each phase) 25% of original plan review fee
100% 25% of original
plan review fee
100% 0% $0
58 Master Plan Fee 25% of plan
check fee
100% 25% of plan
check fee
100% 0% $0
59 Expedited Plan Review Service Additional 50%
of Current Plan
Review Fee
Additional 50%
of Current Plan
Review Fee
0% $0
60 Fee for Work Commencing Before Permit Issuance - In Addition to Regularly Applicable Base Fees
Equal to Permit
Fee
Equal to Permit
Fee
0% $0
61 Alternate Materials & Methods Review (per hour) (Minimum 3 hours) 1.00 x $244 $244 $238 $244 100% 3% $6 62 Temporary Certificate of Occupancy 5.00 x $244 $1,220 $1,190 98% $1,220 100% 3% $30 63 Permit to Final (per trade)
(minimum of 1-hour per trade)

1.00 x $244 $244 $238 98% $244 100% 3% $6
64 Application Extension 0.42 x $244 $102 $98 96% $101 99% 3% $3 65 Permit Extension 0.42 x $244 $102 $98 96% $101 99% 3% $3 66 Replacement Permit 0.42 x $244 $102 $98 96% $101 99% 3% $3 67 Addressing (per hour - two hour minimum) 1.00 x $244 $244 $238 98% $244 100% 3% $6 68 Plan Duplication of lost plan set (up to 20 pages) 0.42 x $244 $102 $98 96% $101 99% 3% $3 69 Review and stamp transfer of lost plan set 0.42 x $244 $102 $98 96% $101 99% 3% $3 Appendix I: p. 26
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Building
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current Fee
Structure
Current Cost
Recovery
Proposed
Fee
Proposed Fee
Structure
Proposed
Cost
Recovery
Proposed
Fee Change
%
Proposed
Fee Change
$ Note
70 Photovoltaic - Commercial
a) 50KW or less $1,000 $1,000 0% $0
b) Between 50KW and 250 KW (base) $1,000 $1,000 0% $0
i) Between 50KW and 250 KW (per KW) $7 $7 0% $0
c) Greater than 250 KW (base) $2,400 $2,400 0% $0
i) Greater than 250 KW (per KW) $5 $5 0% $0
71 Photovoltaic - Solar Thermal
a) 10kwth or less $450 $450 0% $0
b) Greater than 10kwth (Base) $450 $450 0% $0
i) Per kwth above 10kwth $15 $15 0% $0
72 Pool Demo 1.00 x $244 = $244 $238 98% $244 100% 3% $6 73 Residential Reroof 2.92 x $244 = $712 $694 97% $712 100% 3% $18 Appendix I: p. 27
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Building
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current Fee
Structure
Current Cost
Recovery
Proposed
Fee
Proposed Fee
Structure
Proposed
Cost
Recovery
Proposed
Fee Change
%
Proposed
Fee Change
$ Note

SINGLE-FAMILY / DUPLEX / ADDITIONAL DWELLING UNIT

RESIDENTIAL SCALED PLAN REVIEW AND PERMIT FEE

PLAN REVIEW
74 Project Size
a) 1 to 250 sq. ft. 3.00 x $244 $732 $714.15 98% $732.00 100% 2% $18 b) 251 to 1,000 sq. ft.
i) First 250 sq. ft. 3.00 x $244 $732 $714.15 98% $732.00 100% 2% $18 ii) Each additional 100 sq. ft. or fraction thereof 1.20 x $244 $293 $285.66 98% $292.80 100% 2% $7 c) 1,001 to 3,000 sq. ft.
i) First 1,000 sq. ft. 12.00 x $244 $2,928 $2,856.60 98% $2,928.00 100% 2% $71 ii) Each additional 100 sq. ft. or fraction thereof 0.60 x $244 $146 $142.83 98% $146.40 100% 2% $4 d) 3,001 to +
i) First 3,000 sq. ft. 24.00 x $244 $5,856 $5,713.20 98% $5,856.00 100% 2% $143 ii) Each additional 100 sq. ft. or fraction thereof 0.30 x $244 $73 $71.42 98% $73.20 100% 2% $2

PERMIT FEE INSPECTION
75 Project Size
a) 1 to 250 sq. ft. 3.33 x $244 $813 $792.71 98% $812.52 100% 2% $20 b) 251 to 1,000 sq. ft.
i) First 250 sq. ft. 3.33 x $244 $813 $792.71 98% $812.52 100% 2% $20 ii) Each additional 100 sq. ft. or fraction thereof 1.02 x $244 $250 $243.44 98% $249.53 100% 3% $6 c) 1,001 to 3,000 sq. ft.
i) First 1,000 sq. ft. 11.00 x $244 $2,684 $2,618.55 98% $2,684.00 100% 2% $65 ii) Each additional 100 sq. ft. or fraction thereof 0.87 x $244 $211 $206.28 98% $211.43 100% 2% $5 d) 3,001 sq. ft. to +
i) First 3,000 sq. ft. 28.33 x $244 $6,913 $6,743.96 98% $6,912.52 100% 2% $169 ii) Each additional 100 sq. ft. or fraction thereof 0.43 x $244 $106 $103.14 98% $105.71 100% 2% $3 Appendix I: p. 28
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Building
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current Fee
Structure
Current Cost
Recovery
Proposed
Fee
Proposed Fee
Structure
Proposed
Cost
Recovery
Proposed
Fee Change
%
Proposed
Fee Change
$ Note

COMMERCIAL / MULTI-FAMILY /

INDUSTRIAL SCALED PLAN REVIEW AND PERMIT FEE
76 PLAN REVIEW
Project Valuation
a) $1 to $1,000 0.50 x $244 $122 $119.03 98% $122.00 100% 2% $3 b) $1,001 to $10,000
i) First $1,000 0.50 x $244 $122 $119.03 98% $122.00 100% 2% $3 ii) Each additional $1,000 or fraction thereof 0.08 x $244 $20 $19.84 98% $20.33 100% 2% $0 c) $10,001 to $75,000
i) First $10,000 1.25 x $244 $305 $297.56 98% $305.00 100% 2% $7 ii) Each additional $1,000 or fraction thereof 0.07 x $244 $18 $17.40 98% $17.83 100% 2% $0 d) $75,001 to $150,000
i) First $75,000 6.00 x $244 $1,464 $1,428.30 98% $1,464.00 100% 2% $36 ii) Each additional $1,000 or fraction thereof 0.09 x $244 $23 $22.22 98% $22.77 100% 2% $1 e) $150,001 to $750,000
i) First $150,000 13.00 x $244 $3,172 $3,094.65 98% $3,172.00 100% 2% $77 ii) Each additional $1,000 or fraction thereof 0.03 x $244 $8 $7.74 98% $7.93 100% 2% $0 f) $750,001 to $3,000,000
i) First $750,000 32.50 x $244 $7,930 $7,736.63 98% $7,930.00 100% 2% $193 ii) Each additional $1,000 or fraction thereof 0.02 x $244 $6 $5.44 97% $5.58 100% 3% $0 g) $3,000,001 to $10,000,000
i) First $3,000,000 84.00 x $244 $20,496 $19,996.20 98% $20,496.00 100% 2% $500 ii) Each additional $1,000 or fraction thereof 0.01 x $244 $3 $3.20 98% $3.28 100% 2% $0 h) $10,000,001 to +
i) First $10,000,000 178.00 x $244 $43,432 $42,372.90 98% $43,432.00 100% 2% $1,059 ii) Each additional $1,000 or fraction thereof 0.01 x $244 $2 $1.59 97% $1.64 100% 3% $0 Appendix I: p. 29
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Building
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current Fee
Structure
Current Cost
Recovery
Proposed
Fee
Proposed Fee
Structure
Proposed
Cost
Recovery
Proposed
Fee Change
%
Proposed
Fee Change
$ Note
77 PERMIT FEE INSPECTION
Project Valuation
a) $1 to $1,000 0.50 x $244 $122 $119.03 98% $122.00 100% 2% $3 b) $1,001 to $10,000
i) First $1,000 0.50 x $244 $122 $119.03 98% $122.00 100% 2% $3 ii) Each additional $1,000 or fraction thereof 0.17 x $244 $41 $39.58 98% $40.57 100% 3% $1 c) $10,001 to $75,000
i) First $10,000 2.00 x $244 $487 $475.26 98% $487.14 100% 3% $12 ii) Each additional $1,000 or fraction thereof 0.09 x $244 $23 $21.98 98% $22.54 100% 3% $1 d) $75,001 to $150,000
i) First $75,000 8.00 x $244 $1,952 $1,904.40 98% $1,952.00 100% 2% $48 ii) Each additional $1,000 or fraction thereof 0.11 x $244 $26 $25.39 98% $26.03 100% 3% $1 e) $150,001 to $750,000
i) First $150,000 16.00 x $244 $3,904 $3,808.80 98% $3,904.00 100% 2% $95 ii) Each additional $1,000 or fraction thereof 0.04 x $244 $10 $9.52 98% $9.76 100% 3% $0 f) $750,001 to $3,000,000
i) First $750,000 40.00 x $244 $9,760 $9,522.00 98% $9,760.00 100% 2% $238 ii) Each additional $1,000 or fraction thereof 0.02 x $244 $4 $4.23 98% $4.34 100% 2% $0 g) $3,000,001 to $10,000,000
i) First $3,000,000 80.00 x $244 $19,520 $19,044.00 98% $19,520.00 100% 2% $476 ii) Each additional $1,000 or fraction thereof 0.02 x $244 $4 $3.95 98% $4.04 100% 2% $0 h) $10,000,001 to +
i) First $10,000,000 196.00 x $244 $47,824 $46,657.80 98% $47,824.00 100% 2% $1,166 ii) Each additional $1,000 or fraction thereof 0.01 x $244 $2 $1.97 98% $2.02 100% 2% $0 Appendix I: p. 30
Planning Fees
Appendix I: p. 31
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Planning
Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Associate Planner 3.75 2,080 216 1,864 6,990 20% 80% 100% 1,398 5,592 6,990 Asst Dir. of Community Development 0.77 2,080 216 1,864 1,435 85% 15% 100% 1,220 215 1,435 Code Enforcement Officer 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 Code Enforcement Technician 2.00 2,080 216 1,864 3,728 20% 80% 100% 746 2,982 3,728 Development Review Officer 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 Director of Community Development 0.77 2,080 216 1,864 1,435 100% 0% 100% 1,435 - 1,435 Office Specialist II 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 Office Specialist III 0.50 2,080 216 1,864 932 100% 0% 100% 932 - 932 Planning Manager 1.00 2,080 216 1,864 1,864 65% 35% 100% 1,212 652 1,864 Principal Planner 2.00 2,080 216 1,864 3,728 20% 80% 100% 746 2,982 3,728 Senior Planner 2.00 2,080 216 1,864 3,728 20% 80% 100% 746 2,982 3,728 Staff Aide II 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 Staff Analyst I 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 Subtotal - Directly Budgeted FTE 17.79 33,161 14,771 18,389 33,161 Total 45% 55% 100%
[a] Source: FY 25/26 Adopted budget.
[c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave.
[d] Amounts intended to serve as reasonable estimates developed for purposes of this analysis. Amount will vary annually, and by employee. Amount based on position and consultant experience working with similar municipalities. [b] Based on 40 hour week * 52 weeks per year.

Appendix I: p. 32
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Planning
FY 25/26 Adopted Expenses [a] Program 5522 5523 5524 5525 Fund # Fund Desc Account Desc Dev Review
Advanced
Planning
Historical
Preservation
Code
Enforcement Subtotal Adjustment Total Notes
001 General Fund 87001 - Salaries & Benefits $0 $0 $0 $0 $0 $0 $0 001 General Fund 87010 - Salary and Wages $1,032,203 $855,600 $357,870 $561,762 $2,807,435 $0 $2,807,435 001 General Fund 87011 - Salary Savings - Attrition and Time Off ($33,337) ($26,223) ($11,070) ($17,152) ($87,782) $0 ($87,782) 001 General Fund 87017 - Premium Pay $955 $95 $0 $0 $1,050 $0 $1,050 001 General Fund 87020 - Salary And Wages - As Needed $67,299 $0 $0 $0 $67,299 $0 $67,299 001 General Fund 87030 - Overtime $16,627 $9,501 $9,501 $5,938 $41,567 $0 $41,567 001 General Fund 87110 - Contra Account - Reimbd Salary & Wages ($11,373) $0 $0 $0 ($11,373) $11,373 $0 001 General Fund 1 Salary Accounts $1,072,374 $838,973 $356,301 $550,548 $2,818,196 $11,373 $2,829,569 001 General Fund 87212 - Retirement - Non Public Safety $363,718 $301,503 $126,072 $197,942 $989,235 $0 $989,235 001 General Fund 87221 - Medicare $15,392 $12,933 $5,244 $8,363 $41,932 $0 $41,932 001 General Fund 87222 - Social Security $56,223 $48,711 $20,135 $33,718 $158,787 $0 $158,787 001 General Fund 87223 - Social Security - OT $1,031 $589 $589 $368 $2,577 $0 $2,577 001 General Fund 87224 - Medicare OT $241 $137 $137 $88 $603 $0 $603 001 General Fund 87230 - Health Allocation $106,413 $92,426 $45,359 $96,845 $341,043 $0 $341,043 001 General Fund 87241 - Dental - City Paid $1,654 $1,400 $640 $1,127 $4,821 $0 $4,821 001 General Fund 87242 - Long Term Disability-CIty Paid $3,129 $2,485 $1,195 $2,253 $9,062 $0 $9,062 001 General Fund 87243 - Vision- City Paid $670 $570 $260 $458 $1,958 $0 $1,958 001 General Fund 87250 - Basic Life Insurance $371 $388 $148 $198 $1,105 $0 $1,105 001 General Fund 87271 - VEBA $3,660 $3,102 $1,416 $2,496 $10,674 $0 $10,674 001 General Fund 87272 - EAP $258 $225 $103 $179 $765 $0 $765 001 General Fund 87274 - Auto Allowance $3,600 $5,568 $864 $864 $10,896 $0 $10,896 001 General Fund 87275 - Mobile Phone Allowance $1,726 $2,324 $730 $538 $5,318 $0 $5,318 001 General Fund 87279 - Misc. Other Benefits $1,275 $1,275 $0 $1,275 001 General Fund 87280 - City Paid Deferred Compensation $6,480 $8,712 $2,736 $2,016 $19,944 $0 $19,944 001 General Fund 87390 - OPEB $26,401 $22,368 $10,209 $17,999 $76,977 $0 $76,977 001 General Fund 2 Benefit Accounts $590,967 $503,441 $215,837 $366,727 $1,676,972 $0 $1,676,972 001 General Fund 87500 - Operating Supplies $52,255 $3,712 $2,517 $1,802 $60,286 $0 $60,286 001 General Fund 87810 - Utilities Expenses $0 $0 $759 $0 $759 $0 $759 001 General Fund 87825 - Conference, Travel and Training $28,626 $0 $12,352 $1,800 $42,778 $0 $42,778 001 General Fund 87870 - Contractual Services $92,097 $0 $550 $0 $92,647 $0 $92,647 001 General Fund 87900 - Rent Expense $1,774 $0 $0 $0 $1,774 $0 $1,774 001 General Fund 3 Mat/Serv/Sup $174,752 $3,712 $16,178 $3,602 $198,244 $0 $198,244 001 General Fund 87640 - Vehicle Equipment Maintenance $3,514 $0 $0 $0 $3,514 $0 $3,514 001 General Fund 87650 - Technical Services Maintenance $111,953 $86,231 $36,068 $56,617 $290,869 $0 $290,869 001 General Fund 87680 - Unemployment Insurance $514 $411 $171 $275 $1,371 $0 $1,371 001 General Fund 87740 - Vehicle Equipment Amortization $5,941 $0 $0 $0 $5,941 $0 $5,941 001 General Fund 5 Interfund Services $121,922 $86,642 $36,239 $56,892 $301,695 $0 $301,695 Subtotal $1,960,015 $1,432,768 $624,555 $977,769 $4,995,107 $11,373 $5,006,480 Appendix I: p. 33
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Planning
Adjustments for Fully-Burdened Hourly Rate Calculation
Allocation of Citywide Overhead
Description
Dev
Review
Advanced
Planning
Historical
Preservation
Code
Enforcement Subtotal Adjustment Total Notes
Allocation of Citywide Overhead $245,560 $169,006 $73,929 $123,035 $611,531 $0 $611,531 [b] Total Divisional Costs
Total $2,205,575 $1,601,774 $698,484 $1,100,804 $5,606,638 $11,373 $5,618,011 Calculation of Fully-Burdened Hourly Rate
Description Total Notes
Divisional Expenses $5,618,011
Direct Hours 18,389 [c]
Total $306
Full Cost Factors for Hourly Rate Buildup
Description Total Share Per Hour
Personnel $4,506,541 80% $245
Equipment $0 0% $0
Materials / Supplies $499,939 9% $27
Other Costs $0 0% $0
Overhead $611,531 11% $33
Total $5,618,011 100% $306
[a] Source: FY 25/26 Adopted budget.
[b] Source: Citywide overhead cost allocation plan.
[c] See worksheet labeled: Allocation of Annual Labor Effort - Planning.

Appendix I: p. 34
----------------
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Planning
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current
Cost Recovery
Proposed
Fee
Proposed
Cost Recovery Fee Unit
Proposed Fee
Change %
Proposed Fee
Change $ Note
Rezoning
1 Rezone single lot to R1 40.00 x $306 = $12,240 $9,478 77% $9,951 81% per application 5% $473 2 Non Planned Development (PD) 75.00 x $306 = $22,950 $21,519 94% $22,594 98% 5% $1,075 3 Planned Development (PD) 200.00 x $306 = $61,200 $61,065 100% $61,200 100% 0% $135 4 Development Area Plan Related to a PD-MC Rezoning 130.00 x $306 = $39,780 $39,692 100% $39,780 100% 0% $88 Zoning Clearance
5 Zoning Clearance for Home Occupancy 0.50 x $306 = $153 $305 199% $153 100% -50% ($152) 6 Zoning Clearance for Live Entertainment and Outdoor Dining (up to 24 seats)

1.00 x $306 = $306 $305 100% $306 100% 0% $1
7 Zoning Clearance - Single-Family 1.00 x $306 = $306 $305 100% $306 100% 0% $1 8 Zoning Clearance - ABC or DMV Review 1.00 x $306 = $306 $305 100% $306 100% 0% $1 9 Zoning Clearance - Mobile Food Vendor, Other, Non-Single Family

2.00 x $306 = $612 $610 100% $612 100% 0% $2
Zoning Code Text Amendment
10 Zoning Code Text Amendment 90.00 x $306 = $27,540 $27,479 100% $27,540 100% per application 0% $61 Variance
11 Variance - Single Family 60.00 x $306 = $18,360 $3,622 20% $3,803 21% per application 5% $181 12 Variance - All Others 80.00 x $306 = $24,480 $10,769 44% $11,845 48% per application 10% $1,076 Minor Modifications
13 Single Family 2.00 x $306 = $612 $610 100% $612 100% 0% $2 14 All Others 5.00 x $306 = $1,530 $1,526 100% $1,530 100% 0% $4 Off-Site Parking
15 Off-Site Parking Permit (Citywide) 5.00 x $306 = $1,530 $1,526 100% $1,530 100% 0% $4 16 Off-Site Parking Permit (Events North of 101) 10.00 x $306 = $3,060 $1,526 50% $1,831 60% per permit / per year 20% $305 17 Off-Site Parking Facilities (Events North of 101) $6.94 $6.94 per space / per event 0% $0.00 Appendix I: p. 35
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Planning
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current
Cost Recovery
Proposed
Fee
Proposed
Cost Recovery Fee Unit
Proposed Fee
Change %
Proposed Fee
Change $ Note
Use Permit
18 Use Permit - Standard 80.00 x $306 = $24,480 $15,063 62% $15,816 65% per application 5% $753 19 Use Permit - Minor (Single Family) 25.00 x $306 = $7,650 $1,229 16% $1,351 18% per application 10% $122 20 Use Permit - Minor (All Other) 25.00 x $306 = $7,650 $6,508 85% $6,833 89% per application 5% $325 Temporary Use Permit
21 Temporary Use Permit - Planning Commission Referral 80.00 x $306 = $24,480 $3,053 12% $3,663 15% per application 20% $610 22 Temporary Use Permit - Administrative Approval (Non Profit) 1.00 x $306 = $306 $287 94% $306 100% 7% $19 23 Temporary Use Permit - Administrative Approval 15.00 x $306 = $4,590 $1,526 33% $1,831 40% 20% $305 Maps
24 4 or Fewer Lots 60.00 x $306 = $18,360 $18,319 100% $18,360 100% 0% $41 25 5 or More Lots 80.00 x $306 = $24,480 $24,426 100% $24,480 100% 0% $54 26 Lot Line Adjustment 20.00 x $306 = $6,120 $6,106 100% $6,120 100% 0% $14 Appeals
27 From Non-Applicant Resident 80.00 x $306 = $24,480 $541 2% $568 2% per request 5% $27 28 All Others 80.00 x $306 = $24,480 $10,848 44% $11,390 47% 5% $542 Mailed Notices
29 Mailed Notices (2x)
a) Beginning of Project Actual Cost 100% Actual Cost 100% 0% $0 b) Prior to Completion Actual Cost 100% Actual Cost 100% 0% $0 Reposting of Public Notification
30 Single Family 4.00 x $306 = $1,224 $134 11% $140 11% per application 4% $6 31 Non-Single Family 4.00 x $306 = $1,224 $1,221 100% $1,224 100% per application 0% $3 32 Re-Noticing in Newspaper Notice At Cost 100% At Cost 100% 0% $0 Annexation
33 Annexation of territory to City of Santa Clara 140.00 x $306 = $42,840 $42,745 100% $42,840 100% per application 0% $95 Appendix I: p. 36
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Planning
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current
Cost Recovery
Proposed
Fee
Proposed
Cost Recovery Fee Unit
Proposed Fee
Change %
Proposed Fee
Change $ Note
Architectural Review
34 Over the Counter 2.00 x $306 = $612 $0 0% $0 0% 0% $0 35 Accessory Dwelling Unit/Junior Accessory Dwelling Unit 1.00 x $306 = $306 $305 100% $306 100% 0% $1 36 Change to Approved Projects Minor Amendment to
Approved Project
a) Single Family 3.00 x $306 = $918 $305 33% $320 35% 5% $15 b) All Other 6.00 x $306 = $1,836 $915 50% $1,098 60% 20% $183 37 Single Family Residential Going to DRH 40.00 x $306 = $12,240 $1,229 10% $1,290 11% 5% $61 38 New development - Non-SFR 120.00 x $306 = $36,720 $36,639 100% $36,720 100% 0% $81 39 SB 9 Review
39 SB 35/423 Review 120.00 x $306 = $36,720 $24,426 n/a $26,868 73% 10% $2,442 40 Design Consultant Review Deposit of
Consultant
Estimated Costs
plus Citywide
Overhead
100% Deposit of
Consultant
Estimated Costs
plus Citywide
Overhead
Appendix I: p. 37
- ,----
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Planning
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current
Cost Recovery
Proposed
Fee
Proposed
Cost Recovery Fee Unit
Proposed Fee
Change %
Proposed Fee
Change $ Note
Environmental Review
41 City review of Draft EIR and preparation of Final EIR 120.00 x $306 = $36,720 $36,639 100% $36,720 100% per application 0% $81 42 City review of Supplemental EIR/Final EIR 120.00 x $306 = $36,720 $18,319 50% $21,982 60% 20% $3,663 43 City review of NEPA 60.00 x $306 = $18,360 $18,319 100% $18,360 100% 0% $41 44 City review or preparation of Initial Study/MND and Negative Declaration

80.00 x $306 = $24,480 $24,426 100% $24,480 100% per application 0% $54 45 Exemption 3.00 x $306 = $918 $915 100% $918 100% 0% $3 46 Exemption (SFR or Paperless) 0.50 x $306 = $153 $0 0% $0 0% 0% $0 47 Recordation of Exemption (NOE) 2.00 x $306 = $612 $610 100% $612 100% 0% $2 48 AB 52 Tribal Consultation 8.00 x $306 = $2,448 $915 n/a $1,098 45% 20% $183 49 Re-Use of Prior Environmental Determination 6.00 x $306 = $1,836 $1,831 100% $1,836 100% 0% $5 50 Addendum to Prior Environmental Determination 16.00 x $306 = $4,896 $4,885 100% $4,896 100% 0% $11 General Plan Amendment
51 General Plan Amendment
a) Single Family 40.00 x $306 = $12,240 $3,080 25% $3,234 26% 5% $154 b) Up to One acre 80.00 x $306 = $24,480 $24,426 100% $24,480 100% per application 0% $54 c) One to Five acres 120.00 x $306 = $36,720 $36,639 100% $36,720 100% 0% $81 d) Over Five acres 140.00 x $306 = $42,840 $42,745 100% $42,840 100% 0% $95 Development Agreement
52 Development Agreement 120.00 x $306 = $36,720 $36,639 100% $36,720 100% per application 0% $81 53 Amendment or Cancellation of Development Agreement 40.00 x $306 = $12,240 $12,213 100% $12,240 100% per application 0% $27 54 Development Agreement Negotiations Actual Cost 100% Actual Cost 100% 0% $0 Certificate of Compliance
55 Certificate of Compliance 8.00 x $306 = $2,448 $2,442 100% $2,448 100% per certificate 0% $6 Signs
56 Sign Permit Fees (attached or ground) for first sign a) First Sign 2.00 x $306 = $612 $360 59% $378 62% per application 5% $18 b) Each Additional Sign 0.50 x $306 = $153 $87 57% $91 59% per application 5% $4 57 Temporary Sign Permit/Street Banner (pursuant to Zoning Ord. Sec. 40-27) good for 60 days; or each additional sign under a Sign Permit application

0.50 x $306 = $153 $87 57% $91 59% per application 5% $4 58 Temporary Sign Removal Fees 0.50 x $306 = $153 $152 99% $153 100% per sign 1% $1 59 Comprehensive Sign Program 15.00 x $306 = $4,590 $4,579 100% $4,590 100% 0% $11 Appendix I: p. 38
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Planning
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current
Cost Recovery
Proposed
Fee
Proposed
Cost Recovery Fee Unit
Proposed Fee
Change %
Proposed Fee
Change $ Note
Pre-Application
60 Single Family 8.00 x $306 = $2,448 $540 22% $567 23% 5% $27 61 Planning Review 16.00 x $306 = $4,896 $3,613 74% $3,793 77% 5% $180 62 Project Clearance Committee 20.00 x $306 = $6,120 $6,106 100% $6,120 100% 0% $14 63 SB9 Review 10.00 x $306 = $3,060 $916 30% $1,099 36% 20% $183 64 SB330 Review 40.00 x $306 = $12,240 $6,106 50% $7,327 60% 20% $1,221 Zoning Verification
65 Flood Zone Verification 1.00 x $306 = $306 $305 100% $306 100% 0% $1 66 Zoning Verification 3.00 x $306 = $918 $525 57% $551 60% 5% $26 Historical & Landmarks
67 Single Family 40.00 x $306 = $12,240 $1,014 8% $1,064 9% 5% $50 68 All Others 40.00 x $306 = $12,240 $4,580 37% $4,809 39% 5% $229 69 Mills Act Application 45.00 x $306 = $13,770 $8,746 64% $9,620 70% per application 10% $874 70 Mills Act Plaque
a) Small Actual Cost 100% Actual Cost 100%
b) Large Actual Cost 100% Actual Cost 100%
71 Non-Historical Referral to Historical and Landmarks
Commission
a) Standard 20.00 x $306 = $6,120 Bill hourly Bill hourly $6,120 100% varies varies b) Comprehensive 40.00 x $306 = $12,240 Bill hourly Bill hourly $12,240 100% varies varies Stormwater Management Plan Review
72 Stormwater Management Plan Review $915
Short-Term Rental Permit
72 Short-Term Rental Permit
a) New 1.00 x $306 = $306 $385 88% $439 100% 14% $54
plus: Contract Service Cost $133
b) Renewal 1.00 x $306 = $306 $385 88% $439 100% 14% $54 plus: Contract Service Cost $133
Appendix I: p. 39
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Planning
# Fee Description
Service
Time
Hourly
Rate
Cost of
Service
Current
Fee
Current
Cost Recovery
Proposed
Fee
Proposed
Cost Recovery Fee Unit
Proposed Fee
Change %
Proposed Fee
Change $ Note
Significant Property Alteration
73 Major - Single Family 40.00 x $306 = $12,240 $1,014 8% $1,064 9% 5% $50 74 Major - Other 40.00 x $306 = $12,240 $12,213 100% $12,240 100% 0% $27 75 Minor - Single Family 20.00 x $306 = $6,120 $676 11% $709 12% 5% $33 76 Minor - Other 20.00 x $306 = $6,120 $2,151 35% $2,258 37% 5% $107 Time Extensions
77 Administrative Entitlement Extension 1.00 x $306 = $306 $305 100% $306 100% 0% $1 Tree Removal Permit
78 Tree Removal Permit
a) Single Family Residence 2.00 x $306 = $612 $305 50% $320 52% 5% $15 b) All Others 2.00 x $306 = $612 $610 100% $612 100% 0% $2 c) Heritage Tree Removal 8.00 x $306 = $2,448 $861 35% $904 37% 5% $43 Re-Inspection Services
79 Code Enforcement Re-Inspection Fee 1.00 x $306 = $306 $286 93% $306 100% 7% $20 Hourly Rates and Costs for Services
80 In-House Planning Rate for Services Provided and Not Listed Elsewhere in this Schedule (per hour)

1.00 x $306 = $306 $305 100% $306 100% per hour 0% $1
81 Contract Administration Actual Cost Actual Cost Actual Cost 100% 0% $0 82 Preparation or Peer Review of Technical Report varies varies Pass Through of Actual Cost plus
10% Admin Fee
Pass Through of
Actual Cost plus
10% Admin Fee
100% 0% $0
Transportation Demand Management Fee
83 Transportation Demand Management Fee 1.00 x $306 = $306 $2,992 100% $2,993 100% 0% $1 plus: Contract Service Cost $2,687
Specific Plan Fee - Lawrence Station Area Plan (LSAP)
84 Phase I Developers $24,989.49 $25,749.17 per acre 3% $760 85 Phase II Developers $15,980.82 $16,466.64 per acre 3% $486 86 Specific Plan Fee - Tasman East Specific Plan Area (TESP) $316.17 $325.78 per unit 3% $10 Patrick Henry Drive CFD Formation
87 Application Received Before July 1, 2023 fee due prior to issuance of Certificate of Occupancy

2.75 x $306 = $842 $839.19 100% $841 100% per acre 0% $2 88 Application Received On/After July 1, 2023 fee due prior to Development Review Hearing (DRH)

2.75 x $306 = $842 $839.19 100% $841 100% per acre 0% $2 Appendix I: p. 40
Housing and Community Services Fees
Appendix I: p. 41
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Housing and Community Services Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Total Salary
Top Step [e] Annual Salary
Housing Division Manager 1.00 2,080 216 1,864 1,864 60% 40% 100% 1,118 746 1,864 $114 $237,123 Housing Development Officer 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $90 $186,212 Building/Housing Inspector 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $73 $152,152 Management Analyst 3.00 2,080 216 1,864 5,592 20% 80% 100% 1,118 4,474 5,592 $78 $489,195 Office Specialist III 1.00 2,080 216 1,864 1,864 50% 50% 100% 932 932 1,864 $56 $116,173 Staff Aide I 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $56 $116,173 Staff Analyst I 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $68 $141,462 Staff Analyst II 2.00 2,080 216 1,864 3,728 20% 80% 100% 746 2,982 3,728 $71 $297,252 Total 11.00 20,504 5,406 15,098 20,504 $1,735,743 Total 26% 74% 100%
[a] Source: FY 25/26 Adopted budget.
[b] Based on 40 hour week * 52 weeks per year.
[e] Source: City of Santa Clara Salary Plans Effective 9/28/2025. [c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave. [d] Amounts intended to serve as reasonable estimates developed for purposes of this analysis. Amount will vary annually, and by employee. Amount based on position and consultant experience working with similar municipalities.

Appendix I: p. 42
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Housing and Community Services FY 25/26 Adopted Expenses [a] Program 5542 5543 5545 5546 5547 5548 Fund # Fund Desc Account Desc
CS - Fed/St
Grant
Comm Svcs -
NCIP
Comm Svc -
Aff H'sng
CD - Housing
Auth
Comm Dev -
Aff H'sng
Comm Dev -
H'sng S'csr Subtotal Adjust Total Notes
All All 87001 - Salaries & Benefits $0 $0 $0 $0 $0 $0 $0 $0 $0 All All 87010 - Salary and Wages $122,008 $147,178 $487,056 $67,042 $321,452 $248,440 $1,393,176 $0 $1,393,176 All All 87011 - Salary Savings - Attrition and Time Off $0 $0 ($8,148) $0 $0 $0 ($8,148) $0 ($8,148) All All 87020 - Salary And Wages - As Needed $0 $0 $2,622 $0 $90,509 $24,922 $118,053 $0 $118,053 All All 1 Salary Accounts $122,008 $147,178 $481,530 $67,042 $411,961 $273,362 $1,503,081 $0 $1,503,081 All All 87212 - Retirement - Non Public Safety $11,434 $51,866 $127,978 $23,293 $111,954 $86,723 $413,248 $0 $413,248 All All 87221 - Medicare $3,597 $2,133 $8,294 $1,003 $4,873 $3,742 $23,642 $0 $23,642 All All 87222 - Social Security $15,189 $9,125 $34,698 $3,908 $18,527 $14,535 $95,982 $0 $95,982 All All 87230 - Health Allocation $27,820 $35,686 $97,636 $7,994 $35,718 $29,625 $234,479 $0 $234,479 All All 87241 - Dental - City Paid $435 $311 $1,135 $123 $543 $434 $2,981 $0 $2,981 All All 87242 - Long Term Disability-CIty Paid $631 $672 $2,252 $198 $881 $722 $5,356 $0 $5,356 All All 87243 - Vision- City Paid $174 $128 $465 $48 $219 $176 $1,210 $0 $1,210 All All 87250 - Basic Life Insurance $159 $41 $269 $38 $176 $133 $816 $0 $816 All All 87271 - VEBA $960 $690 $2,520 $270 $1,200 $960 $6,600 $0 $6,600 All All 87272 - EAP $68 $51 $181 $18 $85 $70 $473 $0 $473 All All 87274 - Auto Allowance $2,280 $3,120 $240 $2,400 $1,560 $9,600 $0 $9,600 All All 87275 - Mobile Phone Allowance $240 $1,056 $144 $240 $240 $1,920 $0 $1,920 All All 87279 - Misc. Other Benefits $150 $168 $64 $0 $0 $43 $425 $0 $425 87280 - City Paid Deferred Compensation $4,320 $0 $5,040 $900 $4,500 $3,240 $18,000 $0 $18,000 All All 87390 - OPEB $6,922 $4,976 $18,176 $1,947 $8,654 $6,922 $47,597 $0 $47,597 All All 2 Benefit Accounts $74,379 $105,847 $302,884 $40,124 $189,970 $149,125 $862,329 $0 $862,329 All All 87500 - Operating Supplies $0 $0 $13,446 $612 $2,500 $2,695 $19,253 $0 $19,253 All All 87825 - Conference, Travel and Training $0 $0 $55,794 $0 $0 $0 $55,794 $0 $55,794 All All 87870 - Contractual Services $0 $0 $127,016 $130,987 $816,186 $539,475 $1,613,664 ($1,613,664) $0 All All 3 Mat/Serv/Sup $0 $0 $196,256 $131,599 $818,686 $542,170 $1,688,711 ($1,613,664) $75,047 All All 87640 - Vehicle Equipment Maintenance $0 $0 $5,665 $0 $0 $0 $5,665 $0 $5,665 All All 87650 - Technical Services Maintenance $0 $0 $49,088 $9,266 $73,773 $49,271 $181,398 $0 $181,398 All All 87660 - Workers Comp Insurance $0 $0 $943 $0 $0 $0 $943 $0 $943 All All 87680 - Unemployment Insurance $118 $71 $131 $32 $155 $119 $626 $0 $626 All All 87740 - Vehicle Equipment Amortization $0 $0 $7,001 $0 $0 $0 $7,001 $0 $7,001 All All 87994 - Services from Other Funds-CAP $0 $0 $0 $0 $170,581 $113,926 $284,507 ($284,507) $0 All All 88990 - Special Program Disbursement $0 $0 $0 $211,815 $5,319,869 $0 $5,531,684 ($5,531,684) $0 All All 5 Interfund Services $118 $71 $62,828 $221,113 $5,564,378 $163,316 $6,011,824 ($5,816,191) $195,633 Subtotal $196,505 $253,096 $1,043,498 $459,878 $6,984,995 $1,127,973 $10,065,945 ($7,429,855) $2,636,090 Appendix I: p. 43
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Housing and Community Services Adjustments for Fully-Burdened Hourly Rate Calculation
Allocation of Citywide Overhead
Description
CS - Fed/St
Grant
Comm Svcs -
NCIP
Comm Svc -
Aff H'sng
CD - Housing
Auth
Comm Dev -
Aff H'sng
Comm Dev -
H'sng S'csr Subtotal Adjust Total Notes
Allocation of Citywide Overhead $77,869 $31,565 $76,862 $21,425 $170,581 $113,926 $492,229 $0 $492,229 [b] Total Divisional Costs
Total $274,374 $284,661 $1,120,360 $481,303 $7,155,576 $1,241,899 $10,558,174 ($7,429,855) $3,128,319 Calculation of Fully-Burdened Hourly Rate
Description Total Notes
Divisional Expenses $3,128,319
Direct Hours 15,098 [c]
Total $207
Full Cost Factors for Hourly Rate Buildup
Description Total Share Per Hour
Personnel $2,365,410 76% $157
Equipment $0 0% $0
Materials / Supplies $270,680 9% $18
Other Costs $0 0% $0
Overhead $492,229 16% $33
Total $3,128,319 100% $207
Appendix I: p. 44
--------------------
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Housing and Community Services Information Below is for Use if City Desires to Use Positional Hourly Billing Rates Scenario 1: Uniform Assignment of Materials and Overhead Costs Per Hour Calculate Benefit Ratio
Salary Accounts $1,503,081
Benefit Accounts $862,329
Total 0.57
Calculation of Direct Hours Ratio (Billing Factor)
Description
Base Hrs
Per FTE
Adjust for
Typical Leave
Productive
Hours Direct Hours %
Direct Hours
Per FTE Notes
Hours 2,080 (216) 1,864 74% 1,373
Direct Hours Bill Factor (For Every $ of Salary Add this amount to account for Direct Hrs v. Total Hrs.) 1.52 Position
Top Step Hrly
[d] Benefits
Subtotal Labor
Costs
Adjust for
Direct Hours
Total Labor
Rate
Add: M'tls /
Supplies
Add:

Overhead
Total
Hourly Rate
Housing Division Manager $114 $65 $179 1.52 $272 $18 $33 $322 Housing Development Officer $90 $51 $141 1.52 $213 $18 $33 $264 Building/Housing Inspector $73 $42 $115 1.52 $174 $18 $33 $225 Management Analyst $78 $45 $123 1.52 $187 $18 $33 $237
Office Specialist III $56 $32 $88 1.52 $133 $18 $33 $184 Staff Aide I $56 $32 $88 1.52 $133 $18 $33 $184
Staff Analyst I $68 $39 $107 1.52 $162 $18 $33 $213
Staff Analyst II $71 $41 $112 1.52 $170 $18 $33 $221
Scenario 2: Assignment of a Common Indirect Rate Factor that Can Be Applied to Base Hourly Wage Rate to Calculate Fully-Burdened Hourly Billing Rate by Position Calculation of Fully-Burdened Hourly Rate Billing Factor (Apply Factor to Top Step Salary for Positional Rates) Description FTE Hours Per FTE Total Hours
Salaries and
Wages
Hourly Wage
Rate Only
Fully-
Burdened
Hourly Rate ICR Multiplier Notes
Total 11.00 2,080 22,880 $1,735,743 $76 $207 2.73 [a] Source: FY 25/26 Adopted budget.
[b] Source: Citywide Cost Allocation Plan.
[c] See worksheet labeled: Allocation of Annual Labor Effort - Housing and Community Services. [d] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 45
----------------
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Housing and Community Services # Fee Description Total Hours
Fully-
Burdened
Hourly Rate
Cost of
Service
Current
Fee
Current
Cost Recovery
Proposed
Fee
Proposed
Cost Recovery Fee Unit
Proposed Fee
Change %
Proposed Fee
Change $ Note
1 Neighborhood Conservation Improvement Program (NCIP) Loan Application Fee

5.00 x $207 = $1,035 $1,012 98% $1,035 100% 2% $23
2 Residential Loan Refinance / Subordinations all programs 9.00 x $207 = $1,863 $1,821 98% $1,863 100% 2% $42 3 Multi-Family (MF) Loan Subordination Request Review Fee 21.00 x $207 = $4,347 $4,251 98% $4,347 100% 2% $96 4 Loan Demand Payoff Fee - NCIP 6.50 x $207 = $1,346 $1,315 98% $1,345 100% 2% $30 5 Loan Demand Payoff Fee - FTHB & BMP 6.50 x $207 = $1,346 $1,315 98% $1,345 100% 2% $30 6 Loan Demand Payoff Fee All Programs for walk-ins 5.00 x $207 = $1,035 $1,012 98% $1,035 100% 2% $23 7 Loan Demand Payoff Processing Fee - Multi-Family 4.00 x $207 = $828 $809 98% $828 100% 2% $19 8 Multi-Family Monitoring Fee 1.00 x $207 = $207 $131 63% $134 65% per unit 2% $3 9 AHA Affordable Housing Agreements - For Sale 21.50 x $207 = $4,451 $4,352 98% $4,450 100% per agreement 2% $98 10 Affordable Housing Application Fee $500 $500 100% $500 100% per application 0% $0 11 AHA Affordable Housing Agreement -MF For Rental 30.00 x $207 = $6,210 $6,073 98% $6,210 100% per agreement 2% $137 12 AHA Affordable Housing Agreement Amendments 11.00 x $207 = $2,277 $2,226 98% $2,277 100% per agreement 2% $51 13 Multi-Family Transaction Application Review Fee 5.00 x $207 = $1,035 $1,012 98% $1,035 100% 2% $23 14 Multi-Family Loan Conversion Fee 40.00 x $207 = $8,280 $8,097 98% $8,280 100% 2% $183 15 Multi-Family Loan Origination Fee 300.00 x $207 = $62,100 $60,740 98% $62,100 100% 2% $1,360 16 Multi-Family Loan Recapitalization Fee 240.00 x $207 = $49,680 $48,591 98% $49,680 100% 2% $1,089 17 Multi-Family Project Restructuring Fee - Transfer of Ownership (New Parties)

80.00 x $207 = $16,560 $16,196 98% $16,560 100% 2% $364 18 Multi-Family Project Restructuring Fee - Transfer of Ownership (Related Parties)

60.00 x $207 = $12,420 $12,147 98% $12,420 100% 2% $273 19 Multi-Family Project Refinance Fee 120.00 x $207 = $24,840 $24,295 98% $24,840 100% 2% $545 20 Loan Demand Payoff Fee Recalculation 0.50 x $207 = $104 $100 97% $103 100% 3% $3 21 Affordable Housing Application Fee per BMP Applicant 2.50 x $207 = $518 $77 15% $77 15% new fee new fee 22 New Owner BMP Processing and Transaction Fees for BMP Program to be Paid by Developer (per unit)

80.00 x $207 = $16,560 2.5% of sales price 2.5% of sales price new fee new fee 23 Resale by BMP Owner for sale restricted property. BMP Processing and Transaction Fees for BMP Program to be Paid by Seller and Buyer 50/50 (per sale)

80.00 x $207 = $16,560 2.5% of sales price 2.5% of sales price new fee new fee Appendix I: p. 46
City of Santa Clara
User and Regulatory Fee Study
Cost of Service Calculation - Housing and Community Services # Fee Description Total Hours
Fully-
Burdened
Hourly Rate
Cost of
Service
Current
Fee
Current
Cost Recovery
Proposed
Fee
Proposed
Cost Recovery Fee Unit
Proposed Fee
Change %
Proposed Fee
Change $ Note
24 Development Impact Fees
a) Affordable Housing Fees - For Sale Residential
i) Single Family Home $45.75 $46.57 per square foot 1.8% 0.82 [a] ii) Townhome $38.09 $38.78 per square foot 1.8% 0.69 [a] iii) Condominium $30.48 $31.03 per square foot 1.8% 0.55 [a] b) Affordable Housing Fees - Rental Residential (Any Tenure Type)
$30.48 $31.03 per square foot 1.8% 0.55 [a]
c) Affordable Housing Fees - Non-Residential Projects
i) Retail < 5,000 sq ft No Fee No Fee per square foot 0.0% 0.00 [a] ii) Retail ≥ 5,000 sq ft $7.62 $7.76 per square foot 1.8% 0.14 [a] iii) Hotel $7.62 $7.76 per square foot 1.8% 0.14 [a]
iv) Office < 20,000 sq ft $15.24 $15.51 per square foot 1.8% 0.27 [a] v) Office ≥ 20,000 sq ft $30.48 $31.03 per square foot 1.8% 0.55 [a] vi) Other Commercial $7.62 $7.76 per square foot 1.8% 0.14 [a] vii) Light Industrial < 20,000 sq ft $7.62 $7.76 per square foot 1.8% 0.14 [a] viii) Light Industrial ≥20,000 sq ft $15.24 $15.51 per square foot 1.8% 0.27 [a] ix) Low-Intensity Uses $3.05 $3.10 per square foot 1.8% 0.05 [a] [a] Fee adjusted by Feb-Feb change in regional BCI.

Appendix I: p. 47
Electric (SVP) Fees
Appendix I: p. 48
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Cost Allocation - Electric (SVP) - Department Administration FY 25/26 Adopted Expenses [a] Program 1316
Fund # Fund Desc Account Desc Admin Svcs Adjustment Total Notes 091 Electric Utility 87010 - Salary and Wages $4,234,782 $0 $4,234,782 091 Electric Utility 87017 - Premium Pay $475 $0 $475
091 Electric Utility 87020 - Salary And Wages - As Needed $100,000 $0 $100,000 091 Electric Utility 87030 - Overtime $35,000 ($35,000) $0 091 Electric Utility 87090 - Separation Payouts $500,000 ($500,000) $0 091 Electric Utility 1 Salary Accounts $4,870,257 ($535,000) $4,335,257 091 Electric Utility 87212 - Retirement - Non Public Safety $1,448,533 $0 $1,448,533 091 Electric Utility 87221 - Medicare $62,787 $0 $62,787 091 Electric Utility 87222 - Social Security $183,094 $0 $183,094 091 Electric Utility 87223 - Social Security - OT $2,200 $0 $2,200 091 Electric Utility 87224 - Medicare OT $500 $0 $500
091 Electric Utility 87230 - Health Allocation $442,126 $0 $442,126 091 Electric Utility 87241 - Dental - City Paid $5,420 $0 $5,420 091 Electric Utility 87242 - Long Term Disability-CIty Paid $8,788 $0 $8,788 091 Electric Utility 87243 - Vision- City Paid $2,200 $0 $2,200 091 Electric Utility 87250 - Basic Life Insurance $1,728 $0 $1,728 091 Electric Utility 87260 - Meal Allowance $400 $0 $400 091 Electric Utility 87271 - VEBA $12,000 $0 $12,000
091 Electric Utility 87272 - EAP $860 $0 $860
091 Electric Utility 87274 - Auto Allowance $27,840 $0 $27,840 091 Electric Utility 87275 - Mobile Phone Allowance $7,680 $0 $7,680 091 Electric Utility 87279 - Misc. Other Benefits $125,595 $0 $125,595 091 Electric Utility 87280 - City Paid Deferred Compensation $43,200 $0 $43,200 091 Electric Utility 87390 - OPEB $86,540 $0 $86,540
091 Electric Utility 2 Benefit Accounts $2,461,491 $0 $2,461,491 091 Electric Utility 87500 - Operating Supplies $200,000 ($200,000) $0 091 Electric Utility 87600 - Maintenance $61,000 ($61,000) $0 091 Electric Utility 87710 - Advertising & Community Promotion $211,000 ($211,000) $0 091 Electric Utility 87730 - Contribution In Lieu $40,265,602 ($40,265,602) $0 091 Electric Utility 87800 - Miscellaneous Serv & Supplies $70,000 ($70,000) $0 091 Electric Utility 87802 - Misc Fee - Pension Rate Stabilization Trust $27,000 ($27,000) $0 091 Electric Utility 87810 - Utilities Expenses $385,000 ($385,000) $0 091 Electric Utility 87825 - Conference, Travel and Training $74,000 ($74,000) $0 091 Electric Utility 87835 - Insurance Claims (Interfund Allocation) $14,452 ($14,452) $0 091 Electric Utility 87840 - Insurance And Surety Bonds $16,088 ($16,088) $0 091 Electric Utility 87845 - Insurance Cost-MSS $2,823,205 ($2,823,205) $0 091 Electric Utility 87865 - Subscription Based IT Arrangement (SBITA) $11,000 ($11,000) $0 091 Electric Utility 87870 - Contractual Services $1,276,000 ($1,276,000) $0 091 Electric Utility 87900 - Rent Expense $2,378,000 ($2,378,000) $0 091 Electric Utility 87930 - City Membership $310,000 ($310,000) $0 091 Electric Utility 3 Mat/Serv/Sup $48,122,347 ($48,122,347) $0 Appendix I: p. 49
City of Santa Clara
User and Regulatory Fee Study
Cost Allocation - Electric (SVP) - Department Administration FY 25/26 Adopted Expenses [a] Program 1316
Fund # Fund Desc Account Desc Admin Svcs Adjustment Total Notes 091 Electric Utility 87640 - Vehicle Equipment Maintenance $813,209 $0 $813,209 091 Electric Utility 87650 - Technical Services Maintenance $1,949,758 $0 $1,949,758 091 Electric Utility 87660 - Workers Comp Insurance $3,551 $0 $3,551 091 Electric Utility 87680 - Unemployment Insurance $1,959 $0 $1,959 091 Electric Utility 87740 - Vehicle Equipment Amortization $7,472 $0 $7,472 091 Electric Utility 87750 - Communi Equipment Amortization $49,673 $0 $49,673 091 Electric Utility 87994 - Services from Other Funds-CAP $12,191,096 $0 $12,191,096 091 Electric Utility 88010 - Land - Operations $14,000,000 ($14,000,000) $0 091 Electric Utility 88030 - Improvements $1,000,000 ($1,000,000) $0 091 Electric Utility 5 Interfund Services $30,016,718 ($15,000,000) $15,016,718 Subtotal $85,470,813 ($63,657,347) $21,813,466
Allocation to Direct Service Divisions
Description FTEs Adjustment Total Share Notes
Administrative and Business Services 24.00 (24.00) 0.00 0% Resource Planning and Engagement 46.00 0.00 46.00 22%
Engineering and Project Management 48.00 (1.00) 47.00 22% Utility Operations 117.00 1.00 118.00 56%
Total 235.00 (24.00) 211.00 100%
Allocation to Direct Service Divisions
Description Total Notes
Administration $0
Resource Planning and Engagement $4,755,542
Customer Development and Project Management $4,858,924
Utility Operations $12,199,000
Total $21,813,466
[a] Source: FY 25/26 Adopted budget.

Appendix I: p. 50
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Electric (SVP)
Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Total Salary
Top Step [e] Annual Salary
Compliance Manager 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $92 $190,942 Database Administrator 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $89 $184,915 Electric & Water System Operator 7.00 2,080 216 1,864 13,048 15% 85% 100% 1,957 11,091 13,048 $113 $1,643,415 Electric Crew Foreperson 4.00 2,080 216 1,864 7,456 15% 85% 100% 1,118 6,338 7,456 $119 $986,168 Electric Division Manager 6.00 2,080 216 1,864 11,184 15% 85% 100% 1,678 9,506 11,184 $136 $1,695,696 Electric Maintenance Worker 2.00 2,080 216 1,864 3,728 15% 85% 100% 559 3,169 3,728 $78 $325,787 Electric Meter Technician 3.00 2,080 216 1,864 5,592 15% 85% 100% 839 4,753 5,592 $100 $622,662 Electric Program Manager 5.00 2,080 216 1,864 9,320 15% 85% 100% 1,398 7,922 9,320 $118 $1,228,709 Utility Engineer 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $110 $227,823 Electric Utility Equipment Operator 2.00 2,080 216 1,864 3,728 15% 85% 100% 559 3,169 3,728 $78 $325,787 Electric Utility Generator Tech 9.00 2,080 216 1,864 16,776 15% 85% 100% 2,516 14,260 16,776 $107 $2,012,275 Electric Utility Helper/Driver 4.00 2,080 216 1,864 7,456 15% 85% 100% 1,118 6,338 7,456 $75 $621,623 Electric Utility Network Administrator 3.00 2,080 216 1,864 5,592 15% 85% 100% 839 4,753 5,592 $89 $554,746 Electric Utility Program Analyst 5.00 2,080 216 1,864 9,320 15% 85% 100% 1,398 7,922 9,320 $76 $793,677 Electrician 7.00 2,080 216 1,864 13,048 15% 85% 100% 1,957 11,091 13,048 $100 $1,452,878 Journey Lineworker 14.00 2,080 216 1,864 26,096 15% 85% 100% 3,914 22,182 26,096 $107 $3,130,206 Journey Lineworker Apprentice 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $86 $179,225 Management Analyst 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $78 $163,065 Meter Data Analyst 2.00 2,080 216 1,864 3,728 15% 85% 100% 559 3,169 3,728 $60 $250,230 Office Specialist II 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $48 $100,518 Principal Utility Info System Manager 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $130 $269,394 Senior Elec & Water System Operator 2.00 2,080 216 1,864 3,728 15% 85% 100% 559 3,169 3,728 $121 $505,099 Senior Electric Division Manager 4.00 2,080 216 1,864 7,456 15% 85% 100% 1,118 6,338 7,456 $149 $1,243,489 Senior Electric Meter Technician 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $116 $240,517 Senior Electric Utility Engineer - Generation 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $121 $251,164 Senior Electric Utility Gen Tech 5.00 2,080 216 1,864 9,320 15% 85% 100% 1,398 7,922 9,320 $116 $1,202,584 Senior Electrician Technician 2.00 2,080 216 1,864 3,728 15% 85% 100% 559 3,169 3,728 $116 $481,033 Senior Energy Systems Analyst 3.00 2,080 216 1,864 5,592 15% 85% 100% 839 4,753 5,592 $89 $554,746 Senior Electric Estimator 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $97 $202,463 Senior Instrument & Control Tech 2.00 2,080 216 1,864 3,728 15% 85% 100% 559 3,169 3,728 $116 $481,033 Senior Materials Handler 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $55 $113,381 Service Coordinator - Inspector 4.00 2,080 216 1,864 7,456 15% 85% 100% 1,118 6,338 7,456 $113 $939,094 Staff Aide II 3.00 2,080 216 1,864 5,592 15% 85% 100% 839 4,753 5,592 $59 $366,121 Troubleshooter 2.00 2,080 216 1,864 3,728 15% 85% 100% 559 3,169 3,728 $116 $481,033 Underground Crew Leader 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $110 $228,959 Utility Electrician Technician 6.00 2,080 216 1,864 11,184 15% 85% 100% 1,678 9,506 11,184 $107 $1,341,517 Total 118.00 219,952 32,993 186,959 219,952 $25,591,976 Total 15% 85% 100%
Appendix I: p. 51
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Electric (SVP)
[c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave. [d] Amounts intended to serve as reasonable estimates developed for purposes of this analysis. Amount will vary annually, and by employee. Amount based on position and consultant experience working with similar municipalities.
[e] Source: City of Santa Clara Salary Plans Effective 9/28/2025. [b] Based on 40 hour week * 52 weeks per year.
[a] Source: FY 25/26 Adopted budget.

Appendix I: p. 52
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Electric (SVP)
FY 25/26 Adopted Expenses [a] Program 1324 1351 1362 1371 1372 1376 1377 Fund # Fund Desc Account Desc
Electric
Compliance
Systems
Support
Util Ops
Pwr System
Controls
Util Ops
Comm &
Meter Tech
Util Ops
Substation
Maint
Util Ops
Transm'sn &
Distrib
Generation
Maint Subtotal Adjustment Total Notes
091 Electric Utility 87010 - Salary and Wages $1,103,101 $2,903,878 $2,801,967 $1,056,553 $4,503,839 $6,881,724 $5,332,277 $24,583,339 $0 $24,583,339 091 Electric Utility 87017 - Premium Pay $0 $5,121 $7,351 $7,255 $21,303 $98,321 $17,917 $157,268 $0 $157,268 091 Electric Utility 87020 - Salary And Wages - As Needed $30,000 $0 $0 $22,000 $120,000 $75,000 $40,000 $287,000 $0 $287,000 091 Electric Utility 87030 - Overtime $15,000 $100,000 $1,250,000 $500,000 $1,100,000 $3,800,000 $2,050,000 $8,815,000 $0 $8,815,000 091 Electric Utility 1 Salary Accounts $1,148,101 $3,008,999 $4,059,318 $1,585,808 $5,745,142 $10,855,045 $7,440,194 $33,842,607 $0 $33,842,607 091 Electric Utility 87212 - Retirement - Non Public Safety $387,301 $1,010,392 $954,581 $365,371 $1,559,228 $2,366,426 $1,821,959 $8,465,258 $0 $8,465,258 091 Electric Utility 87221 - Medicare $16,293 $42,977 $41,275 $15,363 $66,113 $100,356 $79,147 $361,524 $0 $361,524 091 Electric Utility 87222 - Social Security $62,749 $151,970 $122,903 $56,628 $217,716 $328,450 $242,607 $1,183,023 $0 $1,183,023 091 Electric Utility 87223 - Social Security - OT $900 $6,200 $77,500 $31,000 $68,200 $235,600 $127,100 $546,500 $0 $546,500 091 Electric Utility 87224 - Medicare OT $200 $1,500 $18,100 $7,300 $16,000 $55,100 $29,800 $128,000 $0 $128,000 091 Electric Utility 87230 - Health Allocation $169,791 $329,673 $296,463 $170,406 $539,792 $973,687 $546,903 $3,026,715 $0 $3,026,715 091 Electric Utility 87241 - Dental - City Paid $1,897 $4,065 $7,464 $3,498 $14,583 $22,712 $13,992 $68,211 $0 $68,211 091 Electric Utility 87242 - Long Term Disability-CIty Paid $3,120 $7,691 $1,536 $1,150 $752 $754 $2,611 $17,614 $0 $17,614 091 Electric Utility 87243 - Vision- City Paid $770 $1,650 $1,320 $660 $2,310 $3,520 $2,640 $12,870 $0 $12,870 091 Electric Utility 87250 - Basic Life Insurance $588 $960 $732 $312 $1,380 $2,040 $1,752 $7,764 $0 $7,764 091 Electric Utility 87260 - Meal Allowance $200 $1,000 $12,500 $15,000 $22,000 $114,000 $20,500 $185,200 $0 $185,200 091 Electric Utility 87271 - VEBA $4,200 $9,000 $12,600 $6,000 $24,000 $37,200 $24,000 $117,000 $0 $117,000 091 Electric Utility 87272 - EAP $301 $645 $516 $258 $903 $1,376 $1,032 $5,031 $0 $5,031 091 Electric Utility 87274 - Auto Allowance $7,200 $9,600 $2,400 $0 $4,800 $4,800 $7,200 $36,000 $0 $36,000 091 Electric Utility 87275 - Mobile Phone Allowance $1,920 $4,800 $960 $0 $1,920 $960 $2,880 $13,440 $0 $13,440 091 Electric Utility 87279 - Misc. Other Benefits $0 $0 $2,520 $1,120 $5,420 $53,172 $4,880 $67,112 $0 $67,112 091 Electric Utility 87280 - City Paid Deferred Compensation $14,400 $18,000 $3,600 $0 $7,200 $7,200 $22,320 $72,720 $0 $72,720 091 Electric Utility 87390 - OPEB $30,289 $64,905 $51,924 $25,962 $90,867 $138,464 $103,848 $506,259 $0 $506,259 091 Electric Utility 2 Benefit Accounts $702,119 $1,665,028 $1,608,894 $700,028 $2,643,184 $4,445,817 $3,055,171 $14,820,241 $0 $14,820,241 091 Electric Utility 87500 - Operating Supplies $75,000 $220,000 $7,000 $15,000 $58,000 $300,000 $83,000 $758,000 ($758,000) $0 091 Electric Utility 87600 - Maintenance $13,000 $65,000 $32,000 $51,000 $1,926,800 $2,905,000 $4,261,800 $9,254,600 ($9,254,600) $0 091 Electric Utility 87710 - Advertising & Community Promotion $0 $0 $0 $0 $0 $65,000 $55,000 $120,000 ($120,000) $0 091 Electric Utility 87800 - Miscellaneous Serv & Supplies $25,000 $806,500 $346,200 $0 $23,000 $12,000 $216,000 $1,428,700 ($1,428,700) $0 091 Electric Utility 87810 - Utilities Expenses $0 $163,000 $5,000 $0 $0 $15,000 $138,100 $321,100 ($321,100) $0 091 Electric Utility 87825 - Conference, Travel and Training $50,000 $20,000 $25,000 $18,000 $40,000 $75,000 $25,000 $253,000 ($253,000) $0 091 Electric Utility 87865 - Subscription Based IT Arrangement (SBITA) $0 $261,700 $300,000 $0 $0 $0 $0 $561,700 ($561,700) $0 091 Electric Utility 87870 - Contractual Services $1,150,000 $1,263,400 $202,000 $36,600 $304,000 $5,115,000 $2,031,000 $10,102,000 ($10,102,000) $0 091 Electric Utility 87930 - City Membership $0 $0 $0 $0 $0 $0 $16,000 $16,000 ($16,000) $0 091 Electric Utility 87940 - Mandated Program Costs $68,200 $0 $0 $0 $0 $15,000 $1,120,000 $1,203,200 ($1,203,200) $0 091 Electric Utility 3 Mat/Serv/Sup $1,381,200 $2,799,600 $917,200 $120,600 $2,351,800 $8,502,000 $7,945,900 $24,018,300 ($24,018,300) $0 091 Electric Utility 87960 - Generation & Pumping Expense $0 $0 $0 $0 $0 $0 $3,347,100 $3,347,100 ($3,347,100) $0 091 Electric Utility 4 Resource/Product $0 $0 $0 $0 $0 $0 $3,347,100 $3,347,100 ($3,347,100) $0 091 Electric Utility 87660 - Workers Comp Insurance $1,205 $2,287 $3,036 $921 $3,574 $5,995 $4,406 $21,424 $0 $21,424 091 Electric Utility 87680 - Unemployment Insurance $665 $1,262 $1,675 $508 $1,972 $3,308 $2,431 $11,821 $0 $11,821 091 Electric Utility 87740 - Vehicle Equipment Amortization $0 $14,380 $6,128 $281,839 $38,347 $1,023,401 $64,671 $1,428,766 ($1,428,766) $0 091 Electric Utility 88040 - Capital Outlay >=$5,000 $60,000 $60,000 ($60,000) $0 091 Electric Utility 5 Interfund Services $1,870 $17,929 $10,839 $283,268 $103,893 $1,032,704 $71,508 $1,522,011 ($1,488,766) $33,245 Subtotal $3,233,290 $7,491,556 $6,596,251 $2,689,704 $10,844,019 $24,835,566 $21,859,873 $77,550,259 ($28,854,166) $48,696,093 Appendix I: p. 53
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Electric (SVP)
Allocation of Department Administration
Description
Utility
Operations Notes
Allocation of Department Administration $12,199,000 [b] Total Divisional Costs
Description
Utility
Operations Notes
Total $60,895,093
Calculation of Uniform Fully-Burdened Hourly Rate
Description Total Notes
Divisional Expenses $60,895,093
Direct Hours 186,959 [b]
Total $326
Full Cost Factors for Hourly Rate Buildup
Description Total Share Per Hour
Personnel $48,662,848 80% $260
Equipment $0 0% $0
Materials / Supplies $33,245 0% $0
Other Costs $0 0% $0
Overhead $12,199,000 20% $65
Total $60,895,093 100% $326
Information Below is for Use if City Desires to Use Positional Hourly Billing Rates Scenario 1: Uniform Assignment of Materials and Overhead Costs Per Hour Calculate Benefit Ratio
Salary Accounts $33,842,607
Benefit Accounts $14,820,241
Total 0.44
Appendix I: p. 54
r::::::::::::::

City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Electric (SVP)
Calculation of Direct Hours Ratio (Billing Factor)
Description
Base Hrs
Per FTE
Adjust for
Typical Leave
Productive
Hours
Direct Hours
%
Direct Hours
Per FTE Notes
Hours 2,080 (216) 1,864 85% 1,584
Direct Hours Bill Factor (For Every $ of Salary Add this amount to account for Direct Hrs v. Total Hrs.) 1.31 Position
Top Step Hrly
[c] Benefits
Subtotal
Labor Costs
Adjust for
Direct Hours
Total Labor
Rate
Add: M'tls /
Supplies
Add:

Overhead
Total
Hourly Rate
Elec Utility Engineer $110 $48 $157 1.31 $207 $0 $65 $272 Electric Crew Foreperson $119 $52 $170 1.31 $224 $0 $65 $289 Electric Meter Technician $100 $44 $143 1.31 $188 $0 $65 $254 Journey Lineworker $107 $47 $155 1.31 $203 $0 $65 $268
Senior Electric Estimator $97 $43 $140 1.31 $184 $0 $65 $249 Office Specialist II $48 $21 $69 1.31 $91 $0 $65 $157
Senior Engineer $121 $53 $174 1.31 $228 $0 $65 $293
Troubleshooter $116 $51 $166 1.31 $218 $0 $65 $284
Helper $75 $33 $107 1.31 $141 $0 $65 $206
Utility Locator $78 $34 $113 1.31 $148 $0 $65 $213
Scenario 2: Assignment of a Common Indirect Rate Factor that Can Be Applied to Base Hourly Wage Rate to Calculate Fully-Burdened Hourly Billing Rate by Position Calculation of Fully-Burdened Hourly Rate Billing Factor (Apply Factor to Top Step Salary for Positional Rates) Description FTE Hours Per FTE Total Hours
Salaries and
Wages
Hourly Wage
Rate Only
Fully-
Burdened
Hourly Rate ICR Multiplier Notes
Total 118.00 2,080 245,440 $25,591,976 $104 $326 3.12 [a] Source: FY 25/26 Adopted budget.
[b] To account for department admin support provided but not directly budgeted to direct service units. See Electric Department - Department Administration cost allocation worksheet. [c] See worksheet labeled: Allocation of Annual Labor Effort - Electric. [e] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 55
----------------
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Electric Fees Estimated Cost of Labor
Fee Description
Sr. Elec
Eng'r
Asst Elec
Utility Eng'r
Elec Crew
Forep'rsn
Electric
Meter Tech
Journey
Linew'kr
Office Spec
II
Sr Elec.

Estim'tr
Trouble
shooter Helper
Utility
Locator Total
1 Overhead Lines - New Single Family/Residential
2 Overhead Lines - New Multiple Units
3 Overhead Lines - New Street Lighting
4 Underground - New Single Family/Residential
5 Underground - New Multiple Units/Residential
6 Underground - New Street Lighting
7 Underground - Existing Single Family
8 Underground - Existing Multi-Units
9 Underground - Existing Street Lighting
10 Load Development Facilities < 12kV
11 Load Development Commercial Facilities 12kV
12 Load Development Customer Facilities Dedicated 12 kV 13 Load Development Customer Facilities Dedicated 60 kV 14 Temporary Connection to Pole 3.00 3.00
15 Temporary Power
16 Underground Street Light Relocation
17 Service Wire Relocation from Mid-Span 4.00 8.00 0.75 3.50 16.25 18 Service Wire Relocation from Pole 0.50 0.75 3.00 3.00 7.25 19 Meter Test Deposit 1.00 1.00
20 Electrical Utility Easement Processing Fee
21 Service Wire Relocation Additional Linework
22 Electric System Damage
23 Service Reconnection (Residential) 0.75 0.75
24 Service Disconnection (Residential) 0.75 0.75
25 Electric Reconnection Fee (Non-Residential) 0.50 0.50 26 Electric Disconnection Fee (Non-Residential) 0.50 0.50 27 Service Fee Customer-Owned Equipment Problem 1.00 1.00 Appendix I: p. 56
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Electric Fees Fee Description
1 Overhead Lines - New Single Family/Residential
2 Overhead Lines - New Multiple Units
3 Overhead Lines - New Street Lighting
4 Underground - New Single Family/Residential
5 Underground - New Multiple Units/Residential
6 Underground - New Street Lighting
7 Underground - Existing Single Family
8 Underground - Existing Multi-Units
9 Underground - Existing Street Lighting
10 Load Development Facilities < 12kV
11 Load Development Commercial Facilities 12kV
12 Load Development Customer Facilities Dedicated 12 kV 13 Load Development Customer Facilities Dedicated 60 kV 14 Temporary Connection to Pole
15 Temporary Power
16 Underground Street Light Relocation
17 Service Wire Relocation from Mid-Span
18 Service Wire Relocation from Pole
19 Meter Test Deposit
20 Electrical Utility Easement Processing Fee
21 Service Wire Relocation Additional Linework
22 Electric System Damage
23 Service Reconnection (Residential)
24 Service Disconnection (Residential)
25 Electric Reconnection Fee (Non-Residential)
26 Electric Disconnection Fee (Non-Residential)
27 Service Fee Customer-Owned Equipment Problem
Estimated Cost of Labor
$293 $272 $289 $254 $268 $157 $249 $284 $206 $213 Cost Recovery Information Sr. Elec
Eng'r
Asst Elec
Utility Eng'r
Elec Crew
Forep'rsn
Electric
Meter Tech
Journey
Linew'kr
Office Spec
II
Sr Elec.

Estim'tr
Trouble
shooter Helper
Utility
Locator Mat'l Cost
Estimated
Cost of
Service
$0 $0 $0 $0 $0 $0 $0 $852 $0 $0 $852
$0 $0 $1,156 $0 $2,144 $118 $872 $0 $0 $0 $160 $4,450
$0 $0 $0 $0 $0 $79 $187 $852 $618 $0 $102 $1,837
$0 $0 $0 $254 $0 $0 $0 $0 $0 $0 $254
$0 $0 $0 $0 $0 $0 $0 $213 $0 $0 $213
$0 $0 $0 $0 $0 $0 $0 $213 $0 $0 $213
$0 $0 $0 $0 $0 $0 $0 $142 $0 $0 $142
$0 $0 $0 $0 $0 $0 $0 $142 $0 $0 $142
$0 $0 $0 $0 $0 $0 $0 $284 $0 $0 $284
Appendix I: p. 57
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Electric Fees Fee Description
1 Overhead Lines - New Single Family/Residential
2 Overhead Lines - New Multiple Units
3 Overhead Lines - New Street Lighting
4 Underground - New Single Family/Residential
5 Underground - New Multiple Units/Residential
6 Underground - New Street Lighting
7 Underground - Existing Single Family
8 Underground - Existing Multi-Units
9 Underground - Existing Street Lighting
10 Load Development Facilities < 12kV
11 Load Development Commercial Facilities 12kV
12 Load Development Customer Facilities Dedicated 12 kV 13 Load Development Customer Facilities Dedicated 60 kV 14 Temporary Connection to Pole
15 Temporary Power
16 Underground Street Light Relocation
17 Service Wire Relocation from Mid-Span
18 Service Wire Relocation from Pole
19 Meter Test Deposit
20 Electrical Utility Easement Processing Fee
21 Service Wire Relocation Additional Linework
22 Electric System Damage
23 Service Reconnection (Residential)
24 Service Disconnection (Residential)
25 Electric Reconnection Fee (Non-Residential)
26 Electric Disconnection Fee (Non-Residential)
27 Service Fee Customer-Owned Equipment Problem
Cost Recovery Information
Current Fee
Current Cost
Recovery
Proposed
Fee
Proposed
Cost
Recovery Unit Notes
$1,386.91 $1,417.14 per lot [a]
$852.92 $871.52 per unit [a]
$8.59 $8.78 per front foot [a]
$2,734.60 $2,794.22 per lot [a]
$2,324.41 $2,375.09 per unit [a]
$21.11 $21.57 per front foot [a]
$4,016.92 $4,104.49 per lot [a]
$2,147.11 $2,193.91 per unit [a]
$31.37 $32.05 per front foot [a]
$630.39 $644.13 [a],[b]
$526.75 $538.24 [a],[b]
$653.18 $667.42 [a]
$608.82 $622.09 [a]
$825 97% $852 100%
actual cost actual cost
actual cost actual cost
$4,333 97% $4,449 100%
$1,388 76% $1,837 100%
$246 97% $254 100%
n/a - new actual cost
actual cost actual cost
actual cost actual cost
$205 96% $213 100%
$205 96% $213 100%
$137 96% $142 100% per account
$137 96% $142 100% per account
$275 97% $284 100% per hour
Appendix I: p. 58
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Electric Fees Estimated Cost of Labor
Fee Description
Sr. Elec
Eng'r
Asst Elec
Utility Eng'r
Elec Crew
Forep'rsn
Electric
Meter Tech
Journey
Linew'kr
Office Spec
II
Sr Elec.

Estim'tr
Trouble
shooter Helper
Utility
Locator Total
28 Electric replacement/reconnection fee due to meter
tampering/illegal access

1.00 1.00
29 Service Removal
30 Engineering Plan Check - Electric (includes 3 checks) 1.75 1.75 31 Engineering Plan Check - Electric - 4th and subsequent review 0.25 0.25 32 Project Clearance committee/Sub committee review 3.00 3.00 33 Time of Use Meter Installation - Residential 1.00 1.00 34 Time of Use Meter Installation - Non-Residential 1.00 1.00 35 Field Marking-Fiber Up to 50 ft of excavation 0.75 0.75 36 Field Marking-Fiber Over 50 ft of excavation 0.50 0.50 37 Electric equipment relocation
38 SVP system impact study - Transmission system
39 CAISO System Impact Study
40 SVP system impact study - Distribution 12kV system
41 SVP generation interconnection study
42 Distribution Pole Contact-Application fee
43 Distribution Pole Contact-cable attachment
44 Distribution Pole Contact-equipment attachment
45 Distribution Pole Contact-riser attachment
46 Distribution Pole Contact-anchor attachment
47 Distribution Pole Contact-small cell
[a] Fee calculated as part of separate study.
[b] Amount currently collected via agreement. Moving to Master Fee Schedule for documentation purposes. [c] Resolution #16-8285. 2.5% annual escalation per resolution.

Appendix I: p. 59
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Electric Fees Fee Description
28 Electric replacement/reconnection fee due to meter
tampering/illegal access
29 Service Removal
30 Engineering Plan Check - Electric (includes 3 checks) 31 Engineering Plan Check - Electric - 4th and subsequent review 32 Project Clearance committee/Sub committee review
33 Time of Use Meter Installation - Residential
34 Time of Use Meter Installation - Non-Residential
35 Field Marking-Fiber Up to 50 ft of excavation
36 Field Marking-Fiber Over 50 ft of excavation
37 Electric equipment relocation
38 SVP system impact study - Transmission system
39 CAISO System Impact Study
40 SVP system impact study - Distribution 12kV system
41 SVP generation interconnection study
42 Distribution Pole Contact-Application fee
43 Distribution Pole Contact-cable attachment
44 Distribution Pole Contact-equipment attachment
45 Distribution Pole Contact-riser attachment
46 Distribution Pole Contact-anchor attachment
47 Distribution Pole Contact-small cell
[a] Fee calculated as part of separate study.
[b] Amount currently collected via agreement. Moving to Master Fee Schedule for documentation purposes. [c] Resolution #16-8285. 2.5% annual escalation per resolution.

Estimated Cost of Labor
$293 $272 $289 $254 $268 $157 $249 $284 $206 $213 Cost Recovery Information Sr. Elec
Eng'r
Asst Elec
Utility Eng'r
Elec Crew
Forep'rsn
Electric
Meter Tech
Journey
Linew'kr
Office Spec
II
Sr Elec.

Estim'tr
Trouble
shooter Helper
Utility
Locator Mat'l Cost
Estimated
Cost of
Service
$0 $0 $0 $0 $0 $0 $0 $284 $0 $0 $284
$0 $0 $0 $0 $0 $0 $0 $0 $0 $0
$0 $476 $0 $0 $0 $0 $0 $0 $0 $0 $476
$0 $68 $0 $0 $0 $0 $0 $0 $0 $0 $68
$879 $0 $0 $0 $0 $0 $0 $0 $0 $0 $879
$0 $0 $0 $254 $0 $0 $0 $0 $0 $0 $215 $469
$0 $0 $0 $254 $0 $0 $0 $0 $0 $0 $429 $683
$0 $0 $0 $0 $0 $0 $0 $0 $0 $160 $160
$0 $0 $0 $0 $0 $0 $0 $0 $0 $107 $107
$84,750
$140,346
$16,950
$16,950
Appendix I: p. 60
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Electric Fees Fee Description
28 Electric replacement/reconnection fee due to meter
tampering/illegal access
29 Service Removal
30 Engineering Plan Check - Electric (includes 3 checks) 31 Engineering Plan Check - Electric - 4th and subsequent review 32 Project Clearance committee/Sub committee review
33 Time of Use Meter Installation - Residential
34 Time of Use Meter Installation - Non-Residential
35 Field Marking-Fiber Up to 50 ft of excavation
36 Field Marking-Fiber Over 50 ft of excavation
37 Electric equipment relocation
38 SVP system impact study - Transmission system
39 CAISO System Impact Study
40 SVP system impact study - Distribution 12kV system
41 SVP generation interconnection study
42 Distribution Pole Contact-Application fee
43 Distribution Pole Contact-cable attachment
44 Distribution Pole Contact-equipment attachment
45 Distribution Pole Contact-riser attachment
46 Distribution Pole Contact-anchor attachment
47 Distribution Pole Contact-small cell
[a] Fee calculated as part of separate study.
[b] Amount currently collected via agreement. Moving to Master Fee Schedule for documentation purposes. [c] Resolution #16-8285. 2.5% annual escalation per resolution.

Cost Recovery Information
Current Fee
Current Cost
Recovery
Proposed
Fee
Proposed
Cost
Recovery Unit Notes
$275 97% $284 100% per account
actual cost actual cost
$468 98% $476 100% per sheet
$66 97% $68 100% per sheet
$866 99% $879 100%
$459 98% $468 100% per meter
$672 98% $683 100% per meter
$155 97% $159 100%
$103 97% $106 100% per each add'l 50ft
actual cost actual cost
$84,249 99% $84,700 100% [b]
$139,518 99% $140,300 100% [b]
$16,767 99% $16,900 100% [b]
$16,767 99% $16,900 100% [b]
$254.04 $260.39 [c]
$18.96 $19.43 [c]
$53.82 $55.17 [c]
$39.85 $40.85 [c]
$3.70 $3.79 [c]
$96.43 $98.84 [c]
Appendix I: p. 61
Finance - Municipal Services Division Fees
Appendix I: p. 62
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Finance - Municipal Services Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Total Salary
Top Step [e] Annual Salary
Business Analyst 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $73 $152,152 Customer Service Representative 15.00 2,080 216 1,864 27,960 20% 80% 100% 5,592 22,368 27,960 $50 $1,546,697 Customer Service Supervisor 2.00 2,080 216 1,864 3,728 40% 60% 100% 1,491 2,237 3,728 $62 $256,380 Meter Reader 4.00 2,080 216 1,864 7,456 20% 80% 100% 1,491 5,965 7,456 $52 $432,762 Municipal Services Division Manager 1.00 2,080 216 1,864 1,864 60% 40% 100% 1,118 746 1,864 $112 $233,838 Office Specialist III 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 $53 $110,602 Senior Customer Service Representative 5.00 2,080 216 1,864 9,320 20% 80% 100% 1,864 7,456 9,320 $53 $553,011 Senior Management Analyst 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 $86 $179,371 Utility Field Services Worker 3.00 2,080 216 1,864 5,592 20% 80% 100% 1,118 4,474 5,592 $55 $340,143 Utility Field Services Supervisor 1.00 2,080 216 1,864 1,864 40% 60% 100% 746 1,118 1,864 $62 $128,190 Utility Services Technician 2.00 2,080 216 1,864 3,728 20% 80% 100% 746 2,982 3,728 $62 $256,380 Total 36.00 67,104 18,267 48,837 67,104 $4,189,526 Total 27% 73% 100%
[a] Source: FY 25/26 Adopted budget.
[b] Based on 40 hour week * 52 weeks per year.
[c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave. [d] Amounts intended to serve as reasonable estimates developed for purposes of this analysis. Amount will vary annually, and by employee. Amount based on position and consultant experience working with similar municipalities.
[e] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 63
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Finance - Municipal Services
FY 25/26 Adopted Expenses [a] Program 3332 3333 3334 3335 3336 3337 Fund # Fund Desc Account Desc
Utility Bill
Svcs
Revenue
Cashiering
Business
Certificate Field Svcs Admin Contact Ctr Subtotal Adjust Total Notes 001 General Fund 87010 - Salary and Wages $1,791,957 $405,767 $166,987 $828,944 $214,840 $491,277 $3,899,772 $0 $3,899,772 001 General Fund 87011 - Salary Savings - Attrition and Time Off ($50,887) ($12,426) ($4,995) ($20,198) ($6,908) ($14,892) ($110,306) $0 ($110,306) 001 General Fund 87017 - Premium Pay $0 $0 $0 $52 $0 $0 $52 $0 $52 001 General Fund 87020 - Salary And Wages - As Needed $127,042 $0 $0 $0 $0 $0 $127,042 $0 $127,042 001 General Fund 87030 - Overtime $594 $594 $594 $2,970 $0 $594 $5,346 $0 $5,346 001 General Fund 1 Salary Accounts $1,868,706 $393,935 $162,586 $811,768 $207,932 $476,979 $3,921,906 $0 $3,921,906 001 General Fund 87212 - Retirement - Non Public Safety $618,913 $142,860 $58,714 $262,019 $75,050 $172,996 $1,330,552 $0 $1,330,552 001 General Fund 87221 - Medicare $26,947 $5,970 $2,469 $13,047 $3,158 $7,416 $59,007 $0 $59,007 001 General Fund 87222 - Social Security $115,015 $25,325 $10,354 $55,592 $12,463 $31,508 $250,257 $0 $250,257 001 General Fund 87223 - Social Security - OT $36 $36 $36 $184 $36 $328 $0 $328 001 General Fund 87224 - Medicare OT $7 $7 $7 $41 $7 $69 $0 $69 001 General Fund 87230 - Health Allocation $341,392 $74,722 $11,412 $185,628 $32,348 $105,132 $750,634 $0 $750,634 001 General Fund 87241 - Dental - City Paid $4,282 $1,110 $434 $2,209 $406 $1,314 $9,755 $0 $9,755 001 General Fund 87242 - Long Term Disability-CIty Paid $8,529 $2,154 $828 $4,573 $757 $2,629 $19,470 $0 $19,470 001 General Fund 87243 - Vision- City Paid $1,765 $506 $176 $896 $166 $561 $4,070 $0 $4,070 001 General Fund 87250 - Basic Life Insurance $669 $174 $66 $301 $98 $192 $1,500 $0 $1,500 001 General Fund 87271 - VEBA $9,480 $2,460 $960 $4,890 $900 $2,910 $21,600 $0 $21,600 001 General Fund 87272 - EAP $679 $175 $69 $350 $66 $208 $1,547 $0 $1,547 001 General Fund 87274 - Auto Allowance $2,640 $240 $240 $240 $1,200 $240 $4,800 $0 $4,800 001 General Fund 87275 - Mobile Phone Allowance $1,056 $96 $96 $96 $480 $96 $1,920 $0 $1,920 001 General Fund 87279 - Misc. Other Benefits $0 $0 $0 $4,305 $55 $0 $4,360 $0 $4,360 001 General Fund 87280 - City Paid Deferred Compensation $3,960 $360 $360 $360 $1,800 $360 $7,200 $0 $7,200 001 General Fund 87390 - OPEB $68,366 $17,742 $6,923 $35,265 $6,490 $20,986 $155,772 $0 $155,772 001 General Fund 2 Benefit Accounts $1,203,736 $273,937 $93,144 $569,996 $135,437 $346,591 $2,622,841 $0 $2,622,841 001 General Fund 87500 - Operating Supplies $44,679 $0 $0 $0 $0 $0 $44,679 $0 $44,679 001 General Fund 87530 - Special Departmental Supplies $0 $0 $0 $0 $3,590 $0 $3,590 $0 $3,590 001 General Fund 87865 - Subscription Based IT Arrangement (SBITA)$455,120 $53,241 $38,204 $0 $0 $0 $546,565 $0 $546,565 001 General Fund 87825 - Conference, Travel and Training $6,083 $224 $0 $0 $0 $1,543 $7,850 $0 $7,850 001 General Fund 87870 - Contractual Services $648,061 $40,066 $120,980 $24,243 $0 $0 $833,350 $0 $833,350 001 General Fund 3 Mat/Serv/Sup $1,153,943 $93,531 $159,184 $24,243 $3,590 $1,543 $1,436,034 $0 $1,436,034 001 General Fund 87640 - Vehicle Equipment Maintenance $0 $0 $0 $28,507 $0 $0 $28,507 $0 $28,507 001 General Fund 87650 - Technical Services Maintenance $180,601 $40,895 $16,830 $83,545 $21,653 $49,513 $393,037 $0 $393,037 001 General Fund 87660 - Workers Comp Insurance $5,519 $1,297 $534 $2,169 $687 $1,570 $11,776 $0 $11,776 001 General Fund 87680 - Unemployment Insurance $831 $195 $80 $326 $103 $236 $1,771 $0 $1,771 001 General Fund 87740 - Vehicle Equipment Amortization $0 $0 $0 $33,678 $0 $0 $33,678 $0 $33,678 001 General Fund 87840 - Insurance And Surety Bonds $0 $0 $0 $0 $0 $0 $0 $0 $0 001 General Fund 5 Interfund Services $186,951 $42,387 $17,444 $148,225 $22,443 $51,319 $468,769 $0 $468,769 Subtotal $4,413,336 $803,790 $432,358 $1,554,232 $369,402 $876,432 $8,449,550 $0 $8,449,550 Appendix I: p. 64
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Finance - Municipal Services
Adjustments for Fully-Burdened Hourly Rate Calculation
Calculation of Fully-Burdened Hourly Rate
Description Total Notes
Divisional Expenses $8,449,550
Productive Hours 48,837 [b]
Total $173
Full Cost Factors for Hourly Rate Buildup
Description Total Share Per Hour
Personnel $6,544,747 77% $134
Equipment $0 0% $0
Materials / Supplies $1,904,803 23% $39
Other Costs $0 0% $0
Overhead $0 0% $0
Total $8,449,550 100% $173
Appendix I: p. 65
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Finance - Municipal Services
Information Below is for Use if City Desires to Use Positional Hourly Billing Rates Scenario 1: Uniform Assignment of Materials and Overhead Costs Per Hour Calculate Benefit Ratio
Salary Accounts $3,921,906
Benefit Accounts $2,622,841
Total 0.67
Calculation of Direct Hours Ratio (Billing Factor)
Description
Base Hrs
Per FTE
Adjust for
Typical Leave
Productive
Hours Direct Hours %
Direct Hours
Per FTE Notes
Hours 2,080 (216) 1,864 73% 1,357
Direct Hours Bill Factor (For Every $ of Salary Add this amount to account for Direct Hrs v. Total Hrs.) 1.53 Position
Top Step Hrly
[c] Benefits
Subtotal Labor
Costs
Adjust for
Direct Hours
Total Labor
Rate
Add: M'tls /
Supplies
Add:

Overhead
Total
Hourly Rate
Business Analyst $73 $49 $122 1.53 $187 $39 $0 $226
Customer Service Representative $50 $33 $83 1.53 $127 $39 $0 $166 Customer Service Supervisor $62 $41 $103 1.53 $158 $39 $0 $197 Meter Reader $52 $35 $87 1.53 $133 $39 $0 $172
Municipal Services Division Manager $112 $75 $188 1.53 $288 $39 $0 $327 Office Specialist III $53 $36 $89 1.53 $136 $39 $0 $175 Senior Customer Service Representative $53 $36 $89 1.53 $136 $39 $0 $175 Senior Management Analyst $86 $58 $144 1.53 $221 $39 $0 $260 Utility Field Services Worker $55 $36 $91 1.53 $139 $39 $0 $178 Utility Field Services Supervisor $62 $41 $103 1.53 $158 $39 $0 $197 Utility Services Technician $62 $41 $103 1.53 $158 $39 $0 $197 Scenario 2: Assignment of a Common Indirect Rate Factor that Can Be Applied to Base Hourly Wage Rate to Calculate Fully-Burdened Hourly Billing Rate by Position Calculation of Fully-Burdened Hourly Rate Billing Factor (Apply Factor to Top Step Salary for Positional Rates) Description FTE Hours Per FTE Total Hours
Salaries and
Wages
Hourly Wage
Rate Only
Fully-
Burdened
Hourly Rate ICR Multiplier Notes
Total 36.00 2,080 74,880 $4,189,526 $56 $173 3.09 [a] Source: FY 25/26 Adopted budget.
[b] See allocation of Annual Labor Effort, Finance Municipal Services. [c] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 66
----------------
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Finance / Municipal Services
Calculation of the Estimated Costs of Providing Fee Related Services Cost of Service
$166 $175 $178 $197 $197 Cost Recovery Information
Fee Description
Cust Svc
Rep
Sr Cust
Svc Rep
Utility Field
Svc Wrkr
Utility Field
Svcs Sup
Utility Svcs
Tech Total
Cust Svc
Rep
Sr Cust
Svc Rep
Utility Field
Svc Wrkr
Utility Field
Svcs Sup
Utility Svcs
Tech Cost of Svc
Business Tax Certificate
1 Business Tax - Rental Unit Surcharge
Apartments with 3+ Units
2 Delinquent Payment of Business Certificate Fees - 30 Days After Due Date (% of Appropriate Business License Tax)
Other
3 Change of name, address or business type as shown on current certificate 0.08 0.08 $14 $14 4 Business Certificate Info - Special Request (Research Required) 5 Duplicate business certificate 0.08 0.08 $14 $14
6 Amplified Music Permit 0.50 0.50 $83 $83
7 City Flag
8 Block Party Request 0.50 0.50 $83 $83
9 Utility service deposit - commercial, industrial and residential 10 Service turn-on fee (for each service)
a) Electric 0.08 0.10 0.10 0.28 $14 $18 $20 $51
b) Water 0.08 0.10 0.10 0.28 $14 $18 $20 $51
11 Billing service charge for late payment - residential, commercial and industrial

0.08 0.08 $16 $16
12 Delinquent Service Letter (48 hour notice) 0.33 0.33 $58 $58 13 Fees for the verification of electric meter address (aka "ring out") Per Address Visit 0.08 0.33 0.42 0.83 $14 $59 $82 $155
Per Meter 0.03 0.03 0.07 $6 $7 $13
14 Utility Billing Splitting or Combining Accounts 0.50 0.50 1.00 $83 $89 $172 15 Municipal Services Information Each Document
Special Request (Research Required)
Appendix I: p. 67
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Finance / Municipal Services
Calculation of the Estimated Costs of Providing Fee Related Services Fee Description
Business Tax Certificate
1 Business Tax - Rental Unit Surcharge
Apartments with 3+ Units
2 Delinquent Payment of Business Certificate Fees - 30 Days After Due Date (% of Appropriate Business License Tax)
Other
3 Change of name, address or business type as shown on current certificate 4 Business Certificate Info - Special Request (Research Required) 5 Duplicate business certificate
6 Amplified Music Permit
7 City Flag
8 Block Party Request
9 Utility service deposit - commercial, industrial and residential 10 Service turn-on fee (for each service)
a) Electric
b) Water
11 Billing service charge for late payment - residential, commercial and industrial
12 Delinquent Service Letter (48 hour notice)
13 Fees for the verification of electric meter address (aka "ring out") Per Address Visit
Per Meter
14 Utility Billing Splitting or Combining Accounts
15 Municipal Services Information Each Document
Special Request (Research Required)
Cost Recovery Information
Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery Unit Notes
$3.16 n/a $3.19 n/a per unit, per year
25% n/a 25% n/a
$13.00 94% $13 94% each
Actual Cost of Compilation 100% Actual Cost of Compilation 100% each $13.00 94% $13 94% each
$81.00 98% $83 100%
Actual Cost 100% Actual Cost 100%
No Charge 0% No Charge 0%
Est. 3 mo. usage Est. 3 mo. usage based on history and/or projected load
$49.00 95% $51 99%
$49.00 95% $51 99%
Greater of $15 or 1.5% 85% Greater of $16 or 1.5% 100%
$56.00 96% $58 99% per account
$152.00 98% $155 100% per address
$5.00 40% $5 40% per meter
$169.00 98% $172 100% per account
Actual cost of compilation 100% Actual cost of compilation 100% Appendix I: p. 68
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Finance / Municipal Services
Calculation of the Estimated Costs of Providing Fee Related Services Cost of Service
$166 $175 $178 $197 $197 Cost Recovery Information
Fee Description
Cust Svc
Rep
Sr Cust
Svc Rep
Utility Field
Svc Wrkr
Utility Field
Svcs Sup
Utility Svcs
Tech Total
Cust Svc
Rep
Sr Cust
Svc Rep
Utility Field
Svc Wrkr
Utility Field
Svcs Sup
Utility Svcs
Tech Cost of Svc
16 10-day letter for house meter
a) For up to 10 units 0.50 0.33 0.83 $88 $59 $147
b) For each full or partial increment of 10 thereafter 0.13 0.13 $23 $23 17 Meter reading more than once per month
1st meter per location

0.33 0.25 0.58 $55 $45 $100
18 Delinquent Reconnect Fee 0.17 0.33 0.50 $28 $59 $87
Appendix I: p. 69
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Finance / Municipal Services
Calculation of the Estimated Costs of Providing Fee Related Services Fee Description
16 10-day letter for house meter
a) For up to 10 units
b) For each full or partial increment of 10 thereafter
17 Meter reading more than once per month
1st meter per location
18 Delinquent Reconnect Fee
Cost Recovery Information
Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery Unit Notes
$143.00 97% $146 99%
$22.00 94% $23 99%
$98.00 98% $99 99%
$85.00 98% $87 100% per account
Appendix I: p. 70
Fire Department Fees
Appendix I: p. 71
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Cost Allocation - Fire - Department Administration
FY 25/26 Adopted Expenses [a] Program 7811
Fund # Fund Desc Account Desc Fire - Admin Adjustment Total Notes 001 General Fund 87010 - Salary and Wages $1,635,465 $0 $1,635,465 001 General Fund 87020 - Salary And Wages - As Needed $11,526 $0 $11,526 001 General Fund 87030 - Overtime $26,000 $0 $26,000
001 General Fund 87040 - Salary And Wages - Holiday Pay $17,445 $0 $17,445 001 General Fund 87110 - Contra Account - Reimbd Salary & Wages ($347,411) $0 ($347,411) 001 General Fund 1 Salary Accounts $1,343,025 $0 $1,343,025 001 General Fund 87211 - Retirement - Public Safety $638,439 $0 $638,439 001 General Fund 87212 - Retirement - Non Public Safety $229,946 $0 $229,946 001 General Fund 87221 - Medicare $24,897 $0 $24,897
001 General Fund 87222 - Social Security $43,701 $0 $43,701 001 General Fund 87224 - Medicare OT $6,652 $0 $6,652
001 General Fund 87230 - Health Allocation $121,030 $0 $121,030 001 General Fund 87241 - Dental - City Paid $2,302 $0 $2,302 001 General Fund 87242 - Long Term Disability-CIty Paid $2,718 $0 $2,718 001 General Fund 87243 - Vision- City Paid $660 $0 $660 001 General Fund 87250 - Basic Life Insurance $516 $0 $516 001 General Fund 87270 - Uniform Allowance $720 $0 $720 001 General Fund 87271 - VEBA $12,300 $0 $12,300
001 General Fund 87272 - EAP $364 $0 $364
001 General Fund 87273 - Professional Development $1,000 $0 $1,000 001 General Fund 87274 - Auto Allowance $2,400 $0 $2,400 001 General Fund 87275 - Mobile Phone Allowance $960 $0 $960 001 General Fund 87276 - Benefits Communication Network $108 $0 $108 001 General Fund 87280 - City Paid Deferred Compensation $9,120 $0 $9,120 001 General Fund 87390 - OPEB $36,780 $0 $36,780
001 General Fund 2 Benefit Accounts $1,134,613 $0 $1,134,613 001 General Fund 87500 - Operating Supplies $54,223 $0 $54,223 001 General Fund 87530 - Special Departmental Supplies $5,790 $0 $5,790 001 General Fund 87825 - Conference, Travel and Training $0 $0 $0 001 General Fund 87865 - Subscription Based IT Arrangement (SBITA) $38,465 $0 $38,465 001 General Fund 87870 - Contractual Services $222,969 ($222,969) $0 001 General Fund 87930 - City Membership $3,060 $0 $3,060 001 General Fund 3 Mat/Serv/Sup $324,507 ($222,969) $101,538 001 General Fund 87640 - Vehicle Equipment Maintenance $27,756 $0 $27,756 001 General Fund 87650 - Technical Services Maintenance $141,386 $0 $141,386 001 General Fund 87660 - Workers Comp Insurance $114,752 $0 $114,752 001 General Fund 87680 - Unemployment Insurance $842 $0 $842 001 General Fund 87740 - Vehicle Equipment Amortization $19,726 $0 $19,726 001 General Fund 87810 - Utilities Expenses $228,277 $0 $228,277 001 General Fund 5 Interfund Services $532,739 $0 $532,739 Subtotal $3,334,884 ($222,969) $3,111,915
Appendix I: p. 72
City of Santa Clara
User and Regulatory Fee Study
Cost Allocation - Fire - Department Administration
Adjustments for Fully-Burdened Hourly Rate Calculation
Allocation of Citywide Overhead
Description Fire - Admin Adjustment Total Notes
Allocation of Citywide Overhead $331,245 $0 $331,245 [b] Total Costs for Allocation
Description Total Adjustment Total Notes
Department Administration $3,666,129 ($222,969) $3,443,160 [c] Subtotal $3,666,129 ($222,969) $3,443,160
Allocation to Direct Service Divisions
Description Subtotal Adjustment Total Share Notes
Administration 9.50 (9.50) 0.00 0%
Emergency Medical Services 2.00 0.00 2.00 1%
Training 3.00 0.00 3.00 2%
Field Operation 137.00 0.00 137.00 83%
Community Risk Reduction 24.00 0.00 24.00 14%
Total 175.50 (9.50) 166.00 100%
Allocation to Direct Service Divisions
Description Total Notes
Administration $0
Emergency Medical Services $41,484
Training $62,226
Field Operation $2,841,644
Community Risk Reduction $497,806
Total $3,443,160
[a] Source: FY 25/26 Adopted budget.
[b] Source: Citywide overhead cost allocation plan.
[c] To account for support provided but not directly budgeted to direct service units.

Appendix I: p. 73
Community Risk Reduction Fees
Appendix I: p. 74
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Fire - Community Risk Reduction Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Total Salary
Top Step [e]
Annual
Salary
Fire Marshal 1.00 2,080 216 1,864 1,864 50% 50% 100% 932 932 1,864 $155 $321,897 Assistant Fire Marshal 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $144 $298,807 Deputy Fire Marshal III 2.00 2,080 216 1,864 3,728 20% 80% 100% 746 2,982 3,728 $110 $456,108 Deputy Fire Marshal II 5.00 2,080 216 1,864 9,320 20% 80% 100% 1,864 7,456 9,320 $104 $1,085,854 Deputy Fire Marshal I 2.00 2,080 216 1,864 3,728 20% 80% 100% 746 2,982 3,728 $95 $393,702 Fire Protection Engineer 3.00 2,080 216 1,864 5,592 20% 80% 100% 1,118 4,474 5,592 $94 $588,621 Fire Prevention Specialist II 2.00 2,080 216 1,864 3,728 20% 80% 100% 746 2,982 3,728 $81 $339,025 Fire Prevention Specialist I 3.00 2,080 216 1,864 5,592 20% 80% 100% 1,118 4,474 5,592 $46 $289,911 Permit Technician 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $55 $113,381 Management Analyst 1.00 2,080 216 1,864 1,864 65% 35% 100% 1,212 652 1,864 $78 $163,065 Staff Aide I 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $56 $116,173 Office Specialist II 2.00 2,080 216 1,864 3,728 65% 35% 100% 2,423 1,305 3,728 $48 $201,036 Total 24.00 44,736 12,023 32,713 44,736 $4,367,581 Total 27% 73% 100%
[c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave. [d] Amounts intended to serve as reasonable estimates developed for purposes of this analysis. Amount will vary annually, and by employee. Amount based on position and consultant experience working with similar municipalities.
[a] Source: FY 25/26 Adopted budget.
[b] Based on 40 hour week * 52 weeks per year.
[e] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 75
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Fire - Community Risk Reduction FY 25/26 Adopted Expenses [a] Program 7831 7834 7835 7836 7837 Fund # Fund Desc Account Desc
Admin,
Investigation,
Education
Development
Services
Non-Dev
Services
Development
CUPA
Non-Dev
CUPA Subtotal Adjustment Total Notes
All All 87010 - Salary and Wages $564,975 $1,780,613 $996,679 $176,492 $632,975 $4,151,734 $0 $4,151,734 All All 87020 - Salary And Wages - As Needed $7,126 $12,471 $7,126 $1,782 $7,126 $35,631 $0 $35,631 All All 87030 - Overtime $26,651 $49,881 $3,326 $3,326 $3,326 $86,510 ($86,510) $0 All All 1 Salary Accounts $598,752 $1,842,965 $1,007,131 $181,600 $643,427 $4,273,875 ($86,510) $4,187,365 All All 87211 - Retirement - Public Safety $246,971 $642,016 $305,608 $74,334 $377,549 $1,646,478 $0 $1,646,478 All All 87212 - Retirement - Non Public Safety $61,834 $225,746 $182,146 $12,237 $12,404 $494,367 $0 $494,367 All All 87221 - Medicare $8,420 $27,718 $14,920 $2,807 $9,375 $63,240 $0 $63,240 All All 87222 - Social Security $11,193 $51,181 $33,505 $4,648 $2,988 $103,515 $0 $103,515 All All 87224 - Medicare OT $860 $0 $0 $0 $0 $860 ($860) $0 All All 87230 - Health Allocation $63,264 $224,867 $134,884 $21,850 $65,270 $510,135 $0 $510,135 All All 87241 - Dental - City Paid $832 $2,829 $1,773 $272 $798 $6,504 $0 $6,504 All All 87242 - Long Term Disability-CIty Paid $760 $3,493 $2,417 $356 $193 $7,219 $0 $7,219 All All 87243 - Vision- City Paid $151 $687 $495 $54 $43 $1,430 $0 $1,430 All All 87250 - Basic Life Insurance $185 $740 $505 $68 $134 $1,632 $0 $1,632 All All 87270 - Uniform Allowance $927 $3,378 $2,513 $286 $691 $7,795 $0 $7,795 All All 87271 - VEBA $6,270 $18,690 $10,800 $1,950 $7,890 $45,600 $0 $45,600 All All 87272 - EAP $123 $456 $283 $43 $127 $1,032 $0 $1,032 All All 87273 - Professional Development $150 $325 $125 $50 $350 $1,000 $0 $1,000 All All 87274 - Auto Allowance $120 $1,680 $120 $240 $240 $2,400 $0 $2,400 All All 87275 - Mobile Phone Allowance $48 $672 $48 $96 $96 $960 $0 $960 All All 87276 - Benefits Communication Network $55 $155 $75 $18 $93 $396 $0 $396 All All 87280 - City Paid Deferred Compensation $3,888 $17,634 $12,570 $1,536 $2,292 $37,920 $0 $37,920 All All 87390 - OPEB $13,198 $45,218 $28,339 $4,326 $12,767 $103,848 $0 $103,848 All All 2 Benefit Accounts $419,249 $1,267,485 $731,126 $125,171 $493,300 $3,036,331 ($860) $3,035,471 All All 87500 - Operating Supplies $21,668 $18,055 $10,157 $7,223 $10,732 $67,835 $0 $67,835 All All 87825 - Conference, Travel and Training $7,091 $11,489 $4,009 $2,005 $9,528 $34,122 $0 $34,122 All All 87865 - Subscription Based IT Arrangement (SBITA) $11,150 $10,670 $600 $0 $600 $23,020 $0 $23,020 All All 87870 - Contractual Services $21,459 $200,000 $18,819 $0 $6,820 $247,098 ($247,098) $0 All All 87900 - Rent Expense $3,717 $0 $0 $0 $0 $3,717 $0 $3,717 All All 87930 - City Membership $510 $0 $0 $0 $0 $510 $0 $510 All All 3 Mat/Serv/Sup $65,595 $240,214 $33,585 $9,228 $27,680 $376,302 ($247,098) $129,204 All All 87640 - Vehicle Equipment Maintenance $15,734 $6,715 $3,049 $3,754 $2,151 $31,403 $0 $31,403 All All 87650 - Technical Services Maintenance $146,148 $0 $100,450 $0 $0 $246,598 $0 $246,598 All All 87660 - Workers Comp Insurance $45,737 $125,911 $81,050 $10,796 $50,822 $314,316 $0 $314,316 All All 87680 - Unemployment Insurance $269 $740 $476 $63 $299 $1,847 $0 $1,847 All All 87740 - Vehicle Equipment Amortization $10,426 $18,263 $15,930 $5,787 $4,081 $54,487 $0 $54,487 All All 87840 - Insurance And Surety Bonds $0 $0 $0 $0 $0 $0 $0 $0 All All 5 Interfund Services $218,314 $151,629 $200,955 $20,400 $57,353 $648,651 $0 $648,651 All All 87994 - Services from Other Funds-CAP $0 $314,249 $0 $227,613 $0 $541,862 ($541,862) $0 All All 89953 - Trs Out - CIP $0 $3,807 $0 $0 $0 $3,807 ($3,807) $0 All All 6 CAP $0 $318,056 $0 $227,613 $0 $545,669 ($3,807) $0 Subtotal $1,301,910 $3,820,349 $1,972,797 $564,012 $1,221,760 $8,880,828 ($338,275) $8,000,691 Appendix I: p. 76
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Fire - Community Risk Reduction Adjustments for Fully-Burdened Hourly Rate Calculation
Allocation of Citywide Overhead
Description
Admin,
Investigation,
Education
Development
Services
Non-Dev
Services
Development
CUPA
Non-Dev
CUPA Subtotal Adjustment Total Notes
Allocation of Citywide Overhead $99,329 $277,257 $159,632 $36,992 $145,323 $718,533 $0 $718,533 [b] Department Administration Costs Assigned to Fire Prev, Haz Mat, and CUPA Description Total
Admin,
Investigation,
Education
Development
Services
Non-Dev
Services
Development
CUPA
Non-Dev
CUPA Subtotal Adjustment Total Notes
Department Administration $497,806 $72,977 $214,146 $110,583 $31,615 $68,485 $497,806 $0 $497,806 [c] Subtotal $497,806 $72,977 $214,146 $110,583 $31,615 $68,485 $497,806 $0 $497,806 Total Divisional Costs
Description
Admin,
Investigation,
Education
Development
Services
Non-Dev
Services
Development
CUPA
Non-Dev
CUPA Total Notes
Total $1,474,217 $4,311,752 $2,243,012 $632,619 $1,435,568 $10,097,167 Calculation of Fully-Burdened Hourly Rate
Description Total
Divisional Expenses $10,097,167
Direct Hours 32,713
Total $309
Appendix I: p. 77
------------------
--------------r::::::::::::::

City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Fire - Community Risk Reduction Calculation of Fully-Burdened Hourly Rate Billing Factor (Apply Factor to Top Step Salary for Positional Rates) Description FTE Hours Per FTE Total Hours
Salaries and
Wages
Hourly Wage
Rate Only
Fully-
Burdened
Hourly Rate ICR Multiplier Notes
Total 24.00 2,080 49,920 $4,367,581 $87 $309 3.53 Full Cost Factors for Hourly Rate Buildup
Description Total Total
Personnel $7,222,836 78%
Equipment $0 0%
Materials / Supplies $777,855 8%
Other Costs $0 0%
Overhead $1,216,339 13%
Total $9,217,030 100%
[a] Source: FY 25/26 Adopted budget.
[b] Source: Citywide overhead cost allocation plan.
[c] To account for department admin support provided but not directly budgeted to direct service units. See Fire Department - Department Administration cost allocation worksheet.

Appendix I: p. 78
----------------
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
Construction Permits
1 Access Control and Traffic Calming Devices Gates and Barricades across fire apparatus access roads

4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6%
2 Access Controlled Egress 7.00 x $309 = $2,163 $2,050 95% $2,163 100% $113 6% 3 Alternate Materials, Design and Methods of Construction and Equipment

7.00 x $309 = $2,163 $2,050 95% $2,163 100% $113 6%
4 Automatic Fire Extinguishing Systems: Special Hazard Systems (including Halon, Wet and Dry Chemical Systems, CO2, Foam and Similar Systems)

6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6%
5 Automatic Fire Extinguishing Systems: Hood & Duct per system 3.50 x $309 = $1,082 $1,025 95% $1,081 100% $56 5% 6 Automatic Fire Protection System for Spray Booths 5.50 x $309 = $1,700 $1,610 95% $1,699 100% $89 6% 7 Automatic Fire Sprinkler Systems - New
a) 1-49 heads 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% b) 50-100 heads 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% c) 101-200 heads 13.00 x $309 = $4,017 $3,807 95% $4,017 100% $210 6% d) Each additional 100 heads (>200 heads) 3.00 x $309 = $927 $878 95% $927 100% $49 6% 8 Automatic Fire Sprinkler Systems - Existing
a) 1-49 heads, no calculations 3.75 x $309 = $1,159 $1,098 95% $1,158 100% $60 5% b) 50-100 heads, no calculations 4.75 x $309 = $1,468 $1,391 95% $1,467 100% $76 5% c) 1-49 heads, with calculations 6.50 x $309 = $2,009 $1,903 95% $2,008 100% $105 6% d) 50-100 heads, with calculations 7.50 x $309 = $2,318 $2,196 95% $2,317 100% $121 6% e) 101-200 heads, with calculations 12.00 x $309 = $3,708 $3,514 95% $3,708 100% $194 6% f) Each additional 100 heads (>200 heads) 1.50 x $309 = $464 $438 94% $463 100% $25 6% 9 Automatic Fire Sprinkler Systems
a) Residential 13D - Initial Submittal Plan Review Required 6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6% b) Residential 13D - Secondary Submittal - No Detailed Review Required

3.00 x $309 = $927 $878 95% $927 100% $49 6%
10 Backflow Preventer Replacement 6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6% 11 Building Plans - FIRE varies x $309 = 35% of Building Fee; Min. $1,025
35% of Building
Fee; Min. $1,025
varies 35% of Building
Fee; Min. $1,081
100% $75 10%
12 Building Plans - CUPA varies x $309 = 35% of Building Fee; Min. $1,025
35% of Building
Fee; Min. $1,025
varies 35% of Building
Fee; Min. $1,081
100% $75 10%
13 Building Plans - FIRE - Expedited varies x $309 = 50% of Building Fee; Min. OT Fire
Fee
50% of Building
Fee; Min. OT Fire
Fee
varies 50% of Building
Fee; Min. OT Fire
Fee
100% $75 10%
14 Building Plans - CUPA - Expedited varies x $309 = 50% of Building Fee; Min. OT Fire
Fee
50% of Building
Fee; Min. OT Fire
Fee
varies 50% of Building
Fee; Min. OT Fire
Fee
100% $75 10%
15 Carbon Dioxide Beverage Dispensing System 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% 16 Carnivals and Fairs 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% per event Appendix I: p. 79
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
17 Closure of an Onsite Hazardous Waste Treatment System a) Conditionally Authorized or Conditionally Exempt 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% b) Permit by Rule 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% 18 Community Development Department Referrals 7.00 x $309 = $2,163 $2,050 95% $2,163 100% $113 6% 19 Compressed Gas Installation 7.00 x $309 = $2,163 $2,050 95% $2,163 100% $113 6% 20 Cooking Oil Storage Tanks 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% 21 Elevator (2-Way) Communication System 6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6% 22 Emergency Responder Radio Coverage System 18.00 x $309 = $5,562 $5,272 95% $5,562 100% $290 6% 23 Emergency Alarm Systems
a) New System - No Gas Detection 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% b) Modification - No Gas Detection 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% c) New System - Including Gas Detection 10.00 x $309 = $3,090 $2,929 95% $3,090 100% $161 5% d) Modification - Including Gas Detection 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% 24 Energy Storage Systems
a) Energy Storage Systems 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% b) Energy Storage Systems - Residential (R3) 2.00 x $309 = $618 $585 95% $618 100% $33 6% c) Commercial Decommissioning 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% 25 Engineering Referrals (Parcel maps, public roads, public fire hydrants)

4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6%
26 Environmental Impact Report Initial Review (includes 6 hours of review)

8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6%
27 Environmental Impact Report Each Additional Hour after Initial Review

1.00 x $309 = $309 $292 94% $309 100% $17 6%
28 Exhibit and Trade Shows 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% 29 Fire Alarm Systems (Non-high rise and R-2 Occupancies) a) 1-20 Devices 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% b) 21-40 Devices 6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6% c) 41-100 Devices 10.00 x $309 = $3,090 $2,929 95% $3,090 100% $161 5% d) 101-200 Devices 13.00 x $309 = $4,017 $3,807 95% $4,017 100% $210 6% e) Each additional 50 devices (>200 devices) 2.00 x $309 = $618 $585 95% $618 100% $33 6% 30 Fire Alarm Systems with pre-wire inspection required (High Rise and R-2 occupancies)
a) 1-20 Devices 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% b) 21-40 Devices 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% c) 41-100 Devices 12.00 x $309 = $3,708 $3,514 95% $3,708 100% $194 6% d) 101-200 Devices 15.00 x $309 = $4,635 $4,393 95% $4,635 100% $242 6% e) Each additional 50 devices (>200 devices) 3.00 x $309 = $927 $878 95% $927 100% $49 6% Appendix I: p. 80
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
31 Fire Pump Installation 12.00 x $309 = $3,708 $3,514 95% $3,708 100% $194 6% 32 Fire Safety Demolition/Construction Plan 7.00 x $309 = $2,163 $2,050 95% $2,163 100% $113 6% 33 Hazardous Materials Closure Plan
a) Facility/Site - <= 5,000 sq ft 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% b) Facility/Site - 5,001 - 25,000 sq ft 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% c) Facility/Site - > 25,000 sq ft 10.00 x $309 = $3,090 $2,929 95% $3,090 100% $161 5% 34 Hazardous Materials Closure Plan - Equipment 3.00 x $309 = $927 $2,929 316% $927 100% ($2,002) -68% 35 Hazardous Material Tool/Equipment
a) New Installation 10.00 x $309 = $3,090 $2,929 95% $3,090 100% $161 5% b) Modification/Addition to Existing Tool/Equipment 6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6% c) Modification to Existing Tool - Changing to Haz Mat and Detection - No Construction

4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6%
d) Demolition Only 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% 36 High-Piled Combustible Storage 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% 37 High-Rise Fire Protection Water Storage Tank
a) 1st Tank 5.50 x $309 = $1,700 $1,610 95% $1,699 100% $89 6% b) each additional tank 2.00 x $309 = $618 $585 95% $618 100% $33 6% 38 Knox Box Installation 1.50 x $309 = $464 $438 94% $463 100% $25 6% 39 Licensed Care Facility (Pre-Inspection) 2.00 x $309 = $618 $585 95% $618 100% $33 6% 40 Liquefied Petroleum Gases - Installation - Per Tank 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% 41 Methane Venting and Detection Systems 14.00 x $309 = $4,326 $4,100 95% $4,326 100% $226 6% 42 Mobile (On-Demand) Fueling Site Permit 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% 43 Open Burnings 3.00 x $309 = $927 $878 95% $927 100% $49 6% 44 Outdoor Assembly Event 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% 45 Ovens: Industrial Baking and/or Drying - Per Oven 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% 46 Phased Permitting / Occupancy Plan 12.00 x $309 = $3,708 $3,514 95% $3,708 100% $194 6% 47 Plant Extraction Systems 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% Appendix I: p. 81
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
48 Public Fireworks Display and Pyrotechnic Special Effects Use 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% 49 Public Fireworks Display and Pyrotechnic Special Effects Use Secondary Fireworks/Pyro Submittal - No Detailed Plan Review Required

2.00 x $309 = $618 $585 95% $618 100% $33 6%
50 Pyrotechnics Special Effects Proximal to Audience 12.00 x $309 = $3,708 $3,514 95% $3,708 100% $194 6% 51 Pyrotechnics Special Effects Proximal to Audience
Secondary Pyro Submittal - No Detailed Plan Review Required

3.00 x $309 = $927 $878 95% $927 100% $49 6%
52 Refrigeration System 6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6% 53 Residential Fire-Building Plan Review (R-3/R-3.1 occupancies only) 1.25 x $309 = $386 $365 94% $386 100% $21 6% 54 Smoke Control System 20.00 x $309 = $6,180 $5,858 95% $6,180 100% $322 5% 55 Solar Photovoltaic Power Systems
a) Commercial 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% b) Residential 1.50 x $309 = $464 $439 95% $463 100% $24 5% 56 Standpipe Systems: Wet, Combination and Horizontal 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% 57 Storage Tanks - Hazardous Materials: Underground and Above Ground Tank Installations
a) First Tank 10.00 x $309 = $3,090 $2,929 95% $3,090 100% $161 5% b) Each Additional Tank After the First 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% 58 Storage Tanks - Hazardous Materials: Underground and Above Ground Tank Removals
a) First Tank 9.00 x $309 = $2,781 $2,636 95% $2,781 100% $145 6% b) Each Additional Tank After the First 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% 59 Underground and Above Ground Tank Modifications 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% 60 Temporary Special Event Structure 10.00 x $309 = $3,090 $2,929 95% $3,090 100% $161 5% 61 Tent or Air Supported Membrane Structure
a) First 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% b) Each Additional 1.50 x $309 = $464 $438 94% $463 100% $25 6% 62 Underground Fire Service Systems
a) Fire Sprinkler System (no hydrants) 7.00 x $309 = $2,163 $2,050 95% $2,163 100% $113 6% b) Fire Sprinkler System with hydrants 9.00 x $309 = $2,781 $2,636 95% $2,781 100% $145 6% c) Repairs and Minor Modifications 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% Appendix I: p. 82
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
63 Plan Revision Fee 2.00 x $309 = $618 $585 95% $618 100% $33 6% 64 Resubmittal Fee 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% 65 Design Review / Consultation (per hour) 1.00 x $309 = $309 $292 94% $309 100% $17 6% per hour 66 Miscellaneous Inspections or Plan Reviews per hour 1.00 x $309 = $309 $292 94% $309 100% $17 6% per hour 67 Miscellaneous Haz Mat Inspections or Haz Mat Plan Reviews or Haz Mat Field Sampling, per hour

1.00 x $309 = $309 $292 94% $309 100% $17 6% per hour
68 Overtime Inspection (max 3 hrs) 3.00 x $371 = $1,112 $1,053 95% $1,112 100% $59 6% max 3 hours 69 Overtime Haz Mat Inspection (max 3 hrs) 3.00 x $371 = $1,112 $1,053 95% $1,112 100% $59 6% max 3 hours 70 Overtime Plan Review (max 3 hrs) 3.00 x $371 = $1,112 $1,053 95% $1,112 100% $59 6% max 3 hours 71 Overtime Haz Mat Plan Review (max 3 hrs) 3.00 x $371 = $1,112 $1,053 95% $1,112 100% new new max 3 hours 72 Hourly Rate for Miscellaneous Services
a) Regular Hours 1.00 x $309 = $309 $292 94% $309 100% $17 6% per hour b) Overtime Hours 1.00 x $371 = $371 $351 95% $370 100% $19 5% per hour Appendix I: p. 83
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
Operational Permits
73 Additive Manufacturing 1.00 x $309 = $309 $292 94% $309 100% $17 6% annual 74 Aerosol Products, Aerosol Cooking Spray Products, and Plastic Aerosol Products

1.30 x $309 = $402 $379 94% $401 100% $22 6% annual
75 Amusement Park Buildings 1.30 x $309 = $402 $379 94% $401 100% $22 6% annual 76 Cellulose Nitrate Storage 0.50 x $309 = $155 $145 94% $154 100% $9 6% annual 77 Combustible Dust Producing Operations 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual 78 Combustible Fiber Storage 1.00 x $309 = $309 $292 94% $309 100% $17 6% annual 79 Combustible Storage - Including tires in excess of 2,500 cubic feet 0.75 x $309 = $232 $219 94% $231 100% $12 5% annual 80 Compressed Gases 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual 81 Covered and Open Mall Buildings 6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6% annual 82 Cryogenic Fluids 1.30 x $309 = $402 $379 94% $401 100% $22 6% annual 83 Cutting and Welding 1.30 x $309 = $402 $379 94% $401 100% $22 6% annual 84 Dry Cleaning Plants 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual 85 Emergency Responder Radio Coverage System 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual 86 Energy Storage Systems 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual 87 Energy Storage Systems Serving Life Safety Systems 0.50 x $309 = $155 $145 94% $154 100% $9 6% 88 Exhibit and Trade Shows 1.30 x $309 = $402 $379 94% $401 100% $22 6% annual 89 Explosives 1.30 x $309 = $402 $379 94% $401 100% $22 6% annual 90 Fire Hydrants and Valves 1.00 x $309 = $309 $292 94% $309 100% $17 6% 91 Hazardous Production Materials Facilities 2.00 x $309 = $618 $585 95% $618 100% $33 6% 92 High Piled Combustible Storage 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual 93 Hot Work Operations 0.50 x $309 = $155 $145 94% $154 100% $9 6% annual 94 Indoor Plant Cultivation 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual 95 Industrial Ovens 0.50 x $309 = $155 $145 94% $154 100% $9 6% annual Appendix I: p. 84
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
96 Liquid or Gas Fueled Vehicles in Assembly Buildings 1.00 x $309 = $309 $292 94% $309 100% $17 6% annual 97 Lithium, Lithium-Ion and Lithium Metal Battery Storage 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual 98 Lithium Batteries $585
98 Lumber Yard - More than 100,000 board feet 1.00 x $309 = $309 $292 94% $309 100% $17 6% annual 99 Magnesium Working - more than 10 lbs. per work day 1.00 x $309 = $309 $292 94% $309 100% $17 6% annual 100 Miscellaneous Combustible Storage 0.50 x $309 = $155 $145 94% $154 100% $9 6% annual 101 Mobile Fueling - Combustible and Flammable Materials 6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6% annual 102 Mobile Fueling - Hydrogen-Fueled Vehicles 2.00 x $309 = $618 $585 95% $618 100% $33 6% 103 Motor Fuel-Dispensing Facilities 1.00 x $309 = $309 $292 94% $309 100% $17 6% annual 104 Organic Coatings 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual 105 Places of Assembly 0.75 x $309 = $232 $219 94% $231 100% $12 5% annual 106 Places of Assembly (Temporary) 6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6% annual 107 Plant Extraction Systems 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual 108 Private Fire Hydrants 1.00 x $309 = $309 $292 94% $309 100% $17 6% 109 Pyrotechnics Special Effects Material Storage 1.00 x $309 = $309 $292 94% $309 100% $17 6% annual 110 Pyroxylin Plastics 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual 111 Refrigeration Equipment 1.00 x $309 = $309 $292 94% $309 100% $17 6% annual 112 Repair Garages 0.65 x $309 = $201 $190 95% $200 100% $10 5% annual 113 Rooftop Heliports 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual 114 Smoke Control and Evacuation Systems 2.75 x $309 = $850 $805 95% $849 100% $44 5% annual 115 Spray or Dipping Operations 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual 116 Temporary Membrane Structures and Tents 2.00 x $309 = $618 $585 95% $618 100% $33 6% 117 Tire Rebuilding Plants 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual 118 Waste Handling Facilities 2.25 x $309 = $695 $659 95% $695 100% $36 5% annual Appendix I: p. 85
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
119 Wood Products - Storage in excess of 200 cubic feet 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual 120 Single Story Building
a) 1 to 20,000 square feet 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual b) 20,001 square feet or greater 2.25 x $309 = $695 $658 95% $695 100% $37 6% annual c) Multi-Story Buildings 2 or more stories in height and not classified as a high-rise (per floor)

3.00 x $309 = $927 $878 95% $927 100% $49 6% annual
121 Operational Permit Re-Inspection (per hour) 1.00 x $309 = $309 $292 94% $309 100% $17 6% per hour 122 Additional Permits 2.00 x $309 = $618 $585 95% $618 100% $33 6% Appendix I: p. 86
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
Operational Permits - Haz-Mat
123 Combustible and Flammable Liquids/Materials 1.00 x $309 = $309 $292 94% $309 100% $17 6% annual 124 Corrosives Materials - (Gases, Liquid, Solids) 1.30 x $309 = $402 $379 94% $401 100% $22 6% annual 125 Highly Toxic Materials 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual 126 Liquefied Petroleum Gas 1.30 x $309 = $402 $379 94% $401 100% $22 6% annual 127 Organic Peroxides: Liquids and Solids - any amount (Except Class V Organic Peroxides)

1.50 x $309 = $464 $438 94% $463 100% $25 6% annual
128 Organic Materials: Gases, Liquids and Solids 1.30 x $309 = $402 $379 94% $401 100% $22 6% annual 129 Pyrophoric Materials: Gases, Liquids and Solids - any amount 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual 130 Toxic Materials: Gases, Liquids and Solids 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual 131 Unstable (Reactive) Materials: Gases, Liquids and Solids 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual 132 Water Reactive Materials: Gases, Liquids and Solids 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual Appendix I: p. 87
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
State Mandated
133 High-Rise: Per Floor 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% per floor annual
134 R-1/R-2 Occupancies: Multi-Family, 3 or more residential units 0.10 x $309 = $31 $28 91% $30 97% $2 7% per unit annual 135 High Rise R-1 / R-2 (per floor) 3.25 x $309 = $1,004 $951 95% $1,004 100% $53 6% per floor annual
136 Commercial Day Care (E3) Adult Day Care (I4)
a) 7-49 persons 1.00 x $309 = $309 $292 94% $309 100% $17 6% annual b) 50-149 persons 1.50 x $309 = $464 $438 94% $463 100% $25 6% annual c) 150+ persons 3.00 x $309 = $927 $878 95% $927 100% $49 6% annual 137 School
a) 1-250 students 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual b) 251-500 students 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% annual c) >500 students 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% annual 138 Jails 3.00 x $309 = $927 $878 95% $927 100% $49 6% annual 139 Hospitals 10.00 x $309 = $3,090 $2,929 95% $3,090 100% $161 5% annual Appendix I: p. 88
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
Penalty Fees
140 False Alarm Responses: After third time in 180 day period per response

1.75 x $309 = $541 $512 95% $540 100% $28 5%
141 Re-Inspection (Development) Fee: For failure to cancel appointments, work not ready for inspection or more than two re- inspections

2.00 x $309 = $618 $585 95% $618 100% $33 6%
142 Re-Inspection (CUPA Development) Fee: For failure to cancel appointments, work not ready for inspection or more than two re- inspections

2.00 x $309 = $618 $585 95% $618 100% $33 6%
143 Re-Inspection Fee (Fire Operational): For failure to cancel appointments, work not ready for inspection or more than two re- inspections

2.00 x $309 = $618 $585 95% $618 100% $33 6%
144 Re-Inspection Fee (CUPA Operational): For failure to cancel appointments, work not ready for inspection or more than two re- inspections

2.00 x $309 = $618 $585 95% $618 100% $33 6%
145 Expired Fire Development Construction Permit
a) Permit Reactivation Fee 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% b) Permit Plan Review Reactivation Fee 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% 146 Expired CUPA Development Construction Permit
a) Permit Reactivation Fee 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% b) Permit Plan Review Reactivation Fee 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% 147 Adminstrative Citations Penalty as
Assessed per CSC
Municipal Code
Penalty as
Assessed per CSC
Municipal Code
148 Late filing of documents/reports/information - Per Occurence $103 $100 149 Late filing of CUPA documents/reports/information - Per Occurence $517 $500 150 Late Payment of Fire Operational Permit Fee - >30 days 50% of Assessed Fee
Not to Exceed
$500
50% of Assessed
Fee
Not to Exceed
$500
151 Late Payment of CUPA Permit Fee - >30 days 50% of Assessed Fee
Not to Exceed
$500
50% of Assessed
Fee
Not to Exceed
$500
Appendix I: p. 89
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
Document Fees
152 Laserfiche / Microfilm Copies 0.25 x $309 = $77 Actual Cost Actual Cost $0 0% 153 Photographs 0.25 x $309 = $77 Actual Cost Actual Cost $0 0% Appendix I: p. 90
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
CUPA Fees
154 Hazardous Waste Generator Fees
a) Less than 100 kg per year 1.75 x $309 = $541 $512 95% $540 100% $28 5% annual b) 100 kg up to 999 kg per year 3.00 x $309 = $927 $878 95% $927 100% $49 6% c) 1,000 kg up to 4.99 tons per year 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% d) 5 tons to less than 25 tons per year 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% annual e) 25 tons and greater per year 6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6% annual 155 California Accidental Release Program (CALARP) Fees a) CalARP Facility Operating Permit Program 1 10.00 x $309 = $3,090 $2,929 95% $3,090 100% $161 5% annual b) CalARP Facility Operating Permit Program 2 12.00 x $309 = $3,708 $3,514 95% $3,708 100% $194 6% annual c) CalARP Facility Operating Permit Program 3 12.00 x $309 = $3,708 $3,514 95% $3,708 100% $194 6% annual d) RMP Review Fee (per hour) 1.00 x $309 = $309 $292 94% $309 100% $17 6% per hour 156 Onsite treatment of Hazardous Waste Annual Fee - Highest Tier a) Permit by Rule 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% annual b) Conditionally Authorized 5.00 x $309 = $1,545 $1,464 95% $1,545 100% $81 6% annual c) Conditionally Exempt 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual 157 State of California Annual Surcharges
a) CUPA Oversight Fee As Determined by
State Regulation
As Determined by
State Regulation
b) Underground Tank Fee As Determined by
State Regulation
As Determined by
State Regulation
c) California Accidental Release Prevention Program As Determined by State Regulation
As Determined by
State Regulation
d) Aboveground Petroleum Storage Act As Determined by
State Regulation
As Determined by
State Regulation
158 Aboveground Petroleum Storage Tank Program
a) <1,320 gallon capacity 2.50 x $309 = $773 $732 95% $772 100% $40 5% annual b) 1,320-10,000 gallon capacity 3.50 x $309 = $1,082 $1,025 95% $1,081 100% $56 5% annual c) More than 10,000 gallon capacity 7.00 x $309 = $2,163 $2,050 95% $2,163 100% $113 6% annual d) Tank in Underground Area (TIUGA) 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual 159 Underground Hazardous Materials Tank
a) First Tank 7.25 x $309 = $2,240 $2,123 95% $2,240 100% $117 6% annual b) Each additional tank 2.00 x $309 = $618 $585 95% $618 100% $33 6% annual Appendix I: p. 91
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
160 Hazardous Materials Business Plan
a) 1-3 chemicals 3.00 x $309 = $927 $878 95% $927 100% $49 6% annual b) 4-6 chemicals 4.00 x $309 = $1,236 $1,171 95% $1,236 100% $65 6% annual c) 7-9 chemicals 6.00 x $309 = $1,854 $1,757 95% $1,854 100% $97 6% annual d) 10-15 chemicals 8.00 x $309 = $2,472 $2,343 95% $2,472 100% $129 6% annual e) 16-21 chemicals 10.00 x $309 = $3,090 $2,929 95% $3,090 100% $161 5% annual f) Each additional chemical >21 chemicals 0.25 x $309 = $77 $73 94% $77 100% $4 5% annual 161 Field Sample - Environmental Laboratory Analysis Actual Cost Actual Cost Actual Cost 162 Miscellaneous CUPA Inspection, CUPA Plan Reviews, CUPA Field Sampling, or CUPA Investigation, per hour

1.00 $309 $309 $292 $309 $17 6% per hour
Appendix I: p. 92
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Cost of Providing Fee Related Services - Fire - Community Risk Reduction Fees Fee Description Service Time
Hourly
Rate Cost of Service
Current
Fee
Current Cost
Recovery
Proposed
Fee
Proposed Cost
Recovery
Proposed
Change $
Proposed
Change % Unit Notes
EMS Fees
163 Ambulance Transport Fee As Determined by
the County of
Santa Clara
As Determined by
the County of
Santa Clara
Appendix I: p. 93
Training and Resources Fees
Appendix I: p. 94
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Fire - Protection - Emergency Response Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Total Salary
Top Step [e] Annual Salary
Battalion Chief (24 Hours) 3.00 2,912 - 2,912 8,736 15% 85% 100% 1,310 7,426 8,736 $105 $919,726 Assistant Training Officer 3.00 2,912 - 2,912 8,736 15% 85% 100% 1,310 7,426 8,736 $82 $713,581 Fire Captain 30.00 2,912 - 2,912 87,360 15% 85% 100% 13,104 74,256 87,360 $76 $6,629,141 Driver Engineer 40.00 2,912 - 2,912 116,480 15% 85% 100% 17,472 99,008 116,480 $67 $7,819,234 Firefighter I/II 60.00 2,912 - 2,912 174,720 15% 85% 100% 26,208 148,512 174,720 $62 $10,880,971 Total 136.00 396,032 59,405 336,627 396,032 $26,962,653 Deputy Fire Chief 1.00 2,080 216 1,864 1,864 15% 85% 100% 280 1,584 1,864 $170 $354,187 Total 137.00 397,896 59,684 338,212 397,896 $27,316,840 Total 15% 85% 100%
[a] Source: FY 25/26 Adopted budget.
[b] Based on 56 hour week * 52 weeks per year for 24 hour employees. [c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave. [d] Amounts intended to serve as reasonable estimates developed for purposes of this analysis. Amount will vary annually, and by employee. Amount based on position and consultant experience working with similar municipalities.
[e] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 95
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Fire - Field Operations
Gen Fd Fd 178
FY 25/26 Adopted Expenses [a] Program 7822 7822
Fund # Fund Desc Account Desc
Protection -
Emerg Resp
Protection -
Emerg Resp Subtotal Adjustment Total Notes
All All 87010 - Salary and Wages $25,866,149 $2,705,626 $28,571,775 $0 $28,571,775 All All 87016 - Compensatory Time Payout $381,100 $0 $381,100 $0 $381,100 All All 87017 - Premium Pay $262,252 $0 $262,252 $0 $262,252 All All 87030 - Overtime $1,643,415 $0 $1,643,415 $0 $1,643,415 All All 87040 - Salary And Wages - Holiday Pay $1,805,741 $201,271 $2,007,012 $0 $2,007,012 All All 1 Salary Accounts $29,958,657 $2,906,897 $32,865,554 $0 $32,865,554 All All 87211 - Retirement - Public Safety $17,829,323 $1,857,469 $19,686,792 $0 $19,686,792 All All 87212 - Retirement - Non Public Safety $92,942 $0 $92,942 $0 $92,942 All All 87221 - Medicare $409,633 $42,144 $451,777 $0 $451,777 All All 87224 - Medicare OT $17,004 $0 $17,004 $0 $17,004 All All 87230 - Health Allocation $2,724,797 $326,165 $3,050,962 $0 $3,050,962 All All 87241 - Dental - City Paid $32,249 $4,878 $37,127 $0 $37,127 All All 87250 - Basic Life Insurance $3,144 $432 $3,576 $0 $3,576 All All 87270 - Uniform Allowance $24,040 $3,600 $27,640 $0 $27,640 All All 87271 - VEBA $357,000 $54,000 $411,000 $0 $411,000 All All 87272 - EAP $5,117 $774 $5,891 $0 $5,891
All All 87273 - Professional Development $2,000 $0 $2,000 $0 $2,000 All All 87275 - Mobile Phone Allowance $2,880 $0 $2,880 $0 $2,880 All All 87276 - Benefits Communication Network $4,284 $648 $4,932 $0 $4,932 All All 87280 - City Paid Deferred Compensation $5,520 $0 $5,520 $0 $5,520 All All 87390 - OPEB $514,913 $77,886 $592,799 $0 $592,799 All All 2 Benefit Accounts $22,024,846 $2,367,996 $24,392,842 $0 $24,392,842 All All 87500 - Operating Supplies $219,469 $0 $219,469 $0 $219,469 All All 87600 - Maintenance $210,743 $0 $210,743 $0 $210,743 All All 87825 - Conference, Travel and Training $2,252 $0 $2,252 $0 $2,252 All All 87865 - Subscription Based IT Arrangement (SBITA) $57,046 $0 $57,046 $0 $57,046 All All 87870 - Contractual Services $146,317 $0 $146,317 $0 $146,317 All All 87900 - Rent Expense $3,153 $0 $3,153 $0 $3,153 All All 3 Mat/Serv/Sup $638,980 $0 $638,980 $0 $638,980 All All 87640 - Vehicle Equipment Maintenance $875,013 $0 $875,013 $0 $875,013 All All 87650 - Technical Services Maintenance $2,648,355 $0 $2,648,355 $0 $2,648,355 All All 87660 - Workers Comp Insurance $2,354,104 $0 $2,354,104 $0 $2,354,104 All All 87680 - Unemployment Insurance $13,845 $0 $13,845 $0 $13,845 All All 87740 - Vehicle Equipment Amortization $812,034 $0 $812,034 $0 $812,034 All All 87750 - Communi Equipment Amortization $285,090 $0 $285,090 $0 $285,090 All All 88040 - Capital Outlay >=$5,000 $501,196 $0 $501,196 ($501,196) $0 All All 5 Interfund Services $7,489,637 $0 $7,489,637 ($501,196) $6,988,441 Subtotal $60,112,120 $5,274,893 $65,387,013 ($501,196) $64,885,817 Appendix I: p. 96
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Fire - Field Operations
Adjustments for Fully-Burdened Hourly Rate Calculation
Allocation of Citywide Overhead
Description
Protection -
Emerg Resp
Protection -
Emerg Resp Subtotal Adjustment Total Notes
Allocation of Citywide Overhead - Services from Other Funds CAP Plan Amount $5,587,928 $444,053 $6,031,981 $0 $6,031,981 [b] Department Administration Costs Assigned to Protection - Emergency Response Description Total Notes
Department Administration $2,841,644 [c]
Subtotal $2,841,644
Total Divisional Costs
Description Total Notes
Total $73,759,442
Calculation of Fully-Burdened Hourly Rate
Description Total
Divisional Expenses $73,759,442
Direct Hours 396,032
Total $186
Full Cost Factors for Hourly Rate Buildup
Description Total Share Hourly Rate
Personnel $57,258,396 78% $145
Equipment $0 0% $0
Materials / Supplies $7,627,421 10% $19
Other Costs $0 0% $0
Overhead $8,873,625 12% $22
Total $73,759,442 100% $186
Appendix I: p. 97
------------
r::::-::-:::-::

City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Fire - Field Operations
Information Below is for Use if City Desires to Use Positional Hourly Billing Rates Scenario 1: Uniform Assignment of Materials and Overhead Costs Per Hour Calculate Benefit Ratio
Salary Accounts $28,571,775
Benefit Accounts $24,392,842
Total 0.85
Calculation of Direct Hours Ratio (Billing Factor)
Description
Base Hrs
Per FTE
Adjust for
Typical Leave
Productive
Hours Direct Hours %
Direct Hours
Per FTE Notes
Hours 2,912 0 2,912 85% 2,475
Direct Hours Bill Factor (For Every $ of Salary Add this amount to account for Direct Hrs v. Total Hrs.) 1.18 Position
Top Step Hrly
[d] Benefits
Subtotal Labor
Costs
Adjust for
Direct Hours
Total Labor
Rate
Add: M'tls /
Supplies
Add:

Overhead
Total
Hourly Rate
Battalion Chief (24 Hours) $105 $90 $195 1.18 $230 $19 $22 $271 Assistant Training Officer $82 $70 $151 1.18 $178 $19 $22 $220 Fire Captain $76 $65 $141 1.18 $165 $19 $22 $207
Driver Engineer $67 $57 $124 1.18 $146 $19 $22 $188
Firefighter I/II $62 $53 $115 1.18 $136 $19 $22 $177
Deputy Fire Chief $170 $145 $316 1.18 $371 $19 $22 $413 Scenario 2: Assignment of a Common Indirect Rate Factor that Can Be Applied to Base Hourly Wage Rate to Calculate Fully-Burdened Hourly Billing Rate by Position Description FTE Hours Per FTE Total Hours
Salaries and
Wages
Hourly Wage
Rate Only
Fully-
Burdened
Hourly Rate
ICR
Multiplier Notes
Total 136.00 2,912 396,032 $26,962,653 $68 $186 2.74 [a] Source: FY 25/26 Adopted budget.
[b] Source: Citywide overhead cost allocation plan.
[c] To account for department admin support provided but not directly budgeted to direct service units. See Fire Department - Department Administration cost allocation worksheet. [d] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 98
----------------
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Fire - Training
Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Total Salary
Top Step [e]
Annual
Salary
Battalion Chief 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $155 $321,905 Fire Captain - Training 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $118 $245,425 Office Specialist II 1.00 2,080 216 1,864 1,864 0% 100% 100% - 1,864 1,864 $48 $100,518 Total 3.00 5,592 - 5,592 5,592 $667,848 Total 0% 100% 100%
[a] Source: FY 25/26 Adopted budget.
[b] Based on 40 hour week * 52 weeks per year.
[c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave. [d] Amounts intended to serve as reasonable estimates developed for purposes of this analysis. Amount will vary annually, and by employee. Amount based on position and consultant experience working with similar municipalities.
[e] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 99
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Fire - Training
FY 25/26 Adopted Expenses [a] Program 7841
Fund # Fund Desc Account Desc Training Adjustment Total Notes 001 General Fund 87010 - Salary and Wages $704,211 $0 $704,211 001 General Fund 87017 - Premium Pay $7,418 $0 $7,418
001 General Fund 87030 - Overtime $65,745 ($65,745) $0
001 General Fund 87040 - Salary And Wages - Holiday Pay $19,671 $0 $0 001 General Fund 1 Salary Accounts $797,045 ($65,745) $711,629 001 General Fund 87211 - Retirement - Public Safety $378,534 $0 $378,534 001 General Fund 87212 - Retirement - Non Public Safety $33,038 $0 $33,038 001 General Fund 87221 - Medicare $10,010 $0 $10,010
001 General Fund 87222 - Social Security $5,350 $0 $5,350 001 General Fund 87224 - Medicare OT $516 ($516) $0
001 General Fund 87230 - Health Allocation $56,996 $0 $56,996 001 General Fund 87241 - Dental - City Paid $812 $0 $812 001 General Fund 87242 - Long Term Disability-CIty Paid $482 $0 $482 001 General Fund 87243 - Vision- City Paid $110 $0 $110 001 General Fund 87250 - Basic Life Insurance $156 $0 $156 001 General Fund 87270 - Uniform Allowance $460 $0 $460 001 General Fund 87271 - VEBA $6,600 $0 $6,600
001 General Fund 87272 - EAP $128 $0 $128
001 General Fund 87273 - Professional Development $500 $0 $500 001 General Fund 87276 - Benefits Communication Network $72 $0 $72 001 General Fund 87280 - City Paid Deferred Compensation $2,760 $0 $2,760 001 General Fund 87390 - OPEB $12,981 $0 $12,981
001 General Fund 2 Benefit Accounts $509,505 ($516) $508,989 001 General Fund 87500 - Operating Supplies $65,116 ($65,116) $0 001 General Fund 87825 - Conference, Travel and Training $85,587 ($85,587) $0 001 General Fund 87865 - Subscription Based IT Arrangement (SBITA) $2,082 ($2,082) $0 001 General Fund 87870 - Contractual Services $37,024 ($37,024) $0 001 General Fund 87900 - Rent Expense $3,604 ($3,604) $0 001 General Fund 3 Mat/Serv/Sup $193,413 ($193,413) $0
001 General Fund 87640 - Vehicle Equipment Maintenance $9,986 ($9,986) $0 001 General Fund 87650 - Technical Services Maintenance $67,813 ($67,813) $0 001 General Fund 87660 - Workers Comp Insurance $55,038 $0 $55,038 001 General Fund 87680 - Unemployment Insurance $324 $0 $324 001 General Fund 87740 - Vehicle Equipment Amortization $6,392 ($6,392) $0 001 General Fund 87840 - Insurance And Surety Bonds $0 $0 001 General Fund 5 Interfund Services $139,553 ($84,191) $55,362 Subtotal $1,639,516 ($343,865) $1,275,980
Appendix I: p. 100
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Fire - Training
Adjustments for Fully-Burdened Hourly Rate Calculation
Allocation of Citywide Overhead
Description Training Adjustment Total Notes
Allocation of Citywide Overhead $157,132 $0 $157,132 [b] Department Administration Costs Assigned to Protection - Emergency Response Description Total Notes
Department Administration $62,226 [c]
Subtotal $62,226
Total Divisional Costs
Description Total Notes
Total $1,495,338
Calculation of Fully-Burdened Hourly Rate
Description Total
Divisional Expenses $1,495,338
Direct Hours 5,592
Total $267
Full Cost Factors for Hourly Rate Buildup
Description Total Share Hourly Rate
Personnel $1,220,618 82% $218
Equipment $0 0% $0
Materials / Supplies $55,362 4% $10
Other Costs $0 0% $0
Overhead $219,358 15% $39
Total $1,495,338 100% $267
Appendix I: p. 101
r::::::::::::::

City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Fire - Training
Information Below is for Use if City Desires to Use Positional Hourly Billing Rates Scenario 1: Uniform Assignment of Materials and Overhead Costs Per Hour Calculate Benefit Ratio
Salary Accounts $704,211
Benefit Accounts $508,989
Total 0.72
Calculation of Direct Hours Ratio (Billing Factor)
Description
Base Hrs
Per FTE
Adjust for
Typical Leave
Productive
Hours Direct Hours %
Direct Hours
Per FTE Notes
Hours 2,080 (216) 1,864 100% 1,864
Direct Hours Bill Factor (For Every $ of Salary Add this amount to account for Direct Hrs v. Total Hrs.) 1.12 Position
Top Step Hrly
[d] Benefits
Subtotal Labor
Costs
Adjust for
Direct Hours
Total Labor
Rate
Add: M'tls /
Supplies
Add:

Overhead
Total
Hourly Rate
Battalion Chief $155 $112 $267 1.12 $298 $10 $39 $347
Fire Captain - Training $118 $85 $203 1.12 $227 $10 $39 $276 Office Specialist II $48 $35 $83 1.12 $93 $10 $39 $142
Scenario 2: Assignment of a Common Indirect Rate Factor that Can Be Applied to Base Hourly Wage Rate to Calculate Fully-Burdened Hourly Billing Rate by Position Calculation of Fully-Burdened Hourly Rate Billing Factor (Apply Factor to Top Step Salary for Positional Rates) Description FTE Hours Per FTE Total Hours
Salaries and
Wages
Hourly Wage
Rate Only
Fully-
Burdened
Hourly Rate
ICR
Multiplier Notes
Total 3.00 2,080 6,240 $667,848 $107 $267 2.50 [a] Source: FY 25/26 Adopted budget.
[b] Source: Citywide Cost Allocation Plan.
[c] To account for department admin support provided but not directly budgeted to direct service units. See Fire Department - Department Administration cost allocation worksheet. [d] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 102
----------------
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Fire Training & Resource Fees Cost of Service
Fee Description
B'tln
Chief -
Train'g
Fire
Prev'ntn
Fire
Captain -
Training
Office
Spec'lst
B'tln
Chief
Fire
Captain 24
Hrs
Driver /
Engin'r
Fire
Fighter Total
Training Fees
1 CPR - Adult Heart Saver (4 hours) 3.75 1.25 2.50 7.50 2 CPR - Adult/Pediatric Heart Saver (6 hours) 5.25 1.75 3.50 10.50 3 First Aid (4 hours) 3.75 1.25 2.50 7.50
4 PALS/ACLS Recognition (2 days) 2.67 5.33 2.67 5.33 16.00 5 PALS/ACLS Re-Recognition (1 day) 1.33 2.67 1.33 2.67 8.00 6 Fire Extinguisher Training (2 hours) 0.50 0.75 0.25 0.50 2.00 7 Fire Safety and Evacuation Training Lecture (2 hours) 0.25 0.50 0.50 0.25 0.50 2.00

RENTAL FEES
Facility Rental Fees
8 Headquarters' Conference Room Rental 0.25 1.00 1.25
9 Training Center: Classroom (Limit 80 persons) 0.25 1.00 1.25 10 Training Center: Classroom (Limit 30 persons) 0.25 1.00 1.25 11 Training Center: Classroom (Limit 20 persons) 0.25 1.00 1.25 12 Training Center: Drill Grounds/Tower 0.25 1.00 1.25
Resource Fees
13 Stand-by (One Engine for Permitted Activity) 0.75 0.75 1.50 3.00 14 Fire Watch (Per Person Per Hour) 1.00 1.00
15 Water Clean-up - Industrial and Commercial (1 Engine) 1.00 1.00 1.00 3.00 16 Water Clean-up - Industrial and Commercial (1 Truck) 1.00 1.00 2.00 4.00 17 Water Clean-up - Industrial and Commercial (1 Haz-Mat) 1.00 1.00 18 Water Clean-up - Industrial and Commercial (1 Battalion Chief) 1.00 1.00 19 DUI Fire Response 1.00 1.00 1.00 3.00
Appendix I: p. 103
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Fire Training & Resource Fees Fee Description
Training Fees
1 CPR - Adult Heart Saver (4 hours)
2 CPR - Adult/Pediatric Heart Saver (6 hours)
3 First Aid (4 hours)
4 PALS/ACLS Recognition (2 days)
5 PALS/ACLS Re-Recognition (1 day)
6 Fire Extinguisher Training (2 hours)
7 Fire Safety and Evacuation Training Lecture (2 hours)

RENTAL FEES
Facility Rental Fees
8 Headquarters' Conference Room Rental
9 Training Center: Classroom (Limit 80 persons)
10 Training Center: Classroom (Limit 30 persons)
11 Training Center: Classroom (Limit 20 persons)
12 Training Center: Drill Grounds/Tower
Resource Fees
13 Stand-by (One Engine for Permitted Activity)
14 Fire Watch (Per Person Per Hour)
15 Water Clean-up - Industrial and Commercial (1 Engine) 16 Water Clean-up - Industrial and Commercial (1 Truck) 17 Water Clean-up - Industrial and Commercial (1 Haz-Mat) 18 Water Clean-up - Industrial and Commercial (1 Battalion Chief) 19 DUI Fire Response
Cost of Service
$347 $309 $276 $142 $271 $207 $188 $177 Cost Recovery Information B'tln
Chief -
Train'g
Fire
Prev'ntn
Fire
Captain -
Training
Office
Spec'lst
B'tln
Chief
Fire
Captain 24
Hrs
Driver /
Engin'r
Fire
Fighter
Estimated
Cost of
Service
$776 $235 $443 $1,454
$1,087 $329 $620 $2,035
$776 $235 $443 $1,454
$736 $1,104 $501 $944 $3,285
$368 $552 $251 $472 $1,643
$155 $155 $47 $89 $445
$87 $155 $104 $47 $89 $480
$87 $142 $229
$87 $142 $229
$87 $142 $229
$87 $142 $229
$87 $142 $229
$155 $141 $266 $562
$309 $309
$207 $188 $177 $572
$207 $188 $354 $749
$188 $188
$271 $271
$207 $188 $177 $572
Appendix I: p. 104
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Fire Training & Resource Fees Fee Description
Training Fees
1 CPR - Adult Heart Saver (4 hours)
2 CPR - Adult/Pediatric Heart Saver (6 hours)
3 First Aid (4 hours)
4 PALS/ACLS Recognition (2 days)
5 PALS/ACLS Re-Recognition (1 day)
6 Fire Extinguisher Training (2 hours)
7 Fire Safety and Evacuation Training Lecture (2 hours)

RENTAL FEES
Facility Rental Fees
8 Headquarters' Conference Room Rental
9 Training Center: Classroom (Limit 80 persons)
10 Training Center: Classroom (Limit 30 persons)
11 Training Center: Classroom (Limit 20 persons)
12 Training Center: Drill Grounds/Tower
Resource Fees
13 Stand-by (One Engine for Permitted Activity)
14 Fire Watch (Per Person Per Hour)
15 Water Clean-up - Industrial and Commercial (1 Engine) 16 Water Clean-up - Industrial and Commercial (1 Truck) 17 Water Clean-up - Industrial and Commercial (1 Haz-Mat) 18 Water Clean-up - Industrial and Commercial (1 Battalion Chief) 19 DUI Fire Response
Cost Recovery Information
Current
Fee
Current
Cost
Recovery
Proposed
Fee
Proposed
Cost
Recovery
Change
$
Change
% Unit Notes
$1,403 97% $1,453 100% $50 4% per 6 persons
$1,964 96% $2,035 100% $71 4% per 6 persons
$1,403 97% $1,453 100% $50 4% per 6 persons
$3,173 97% $3,285 100% $112 4% per 6 persons
$1,586 97% $1,642 100% $56 4% per 6 persons
$426 96% $445 100% $19 4% limit 12 persons
$460 96% $480 100% $20 4% limit 20 persons
$215 94% $228 100% $13 6% per hour
$215 94% $228 100% $13 6% per hour
$215 94% $228 100% $13 6% per hour
$215 94% $228 100% $13 6% per hour
$215 94% $228 100% $13 6% per hour
$540 96% $561 100% $21 4% per hour
$292 94% $309 100% $17 6% per hour
$551 96% $572 100% $21 4% per hour
$721 96% $749 100% $28 4% per hour
$181 96% $188 100% $7 4% per hour
$265 98% $271 100% $6 2% per hour
$551 96% $572 100% $21 4% per hour
Appendix I: p. 105
Parks and Recreation Department Fees
Appendix I: p. 106
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Calculation of the Estimated Costs of Providing Fee Related Services - Parks and Recreation Department Calculation of Departmental Costs [a],[b]
Department Administration
Description Division
Divisional
Budget
Allocation of
Citywide
Overhead Total Note
1121 Parks & Recreation Administration Department Admin $552,406 $99,677 $652,083 1122 Park Development Department Admin $207,240 $42,950 $250,190 1123 Park Projects Department Admin $54,566 $10,265 $64,831 Total $814,212 $152,892 $967,104
Parks Division
Description Division
Divisional
Budget
Allocation of
Citywide
Overhead Total Note
1132 Parks Direct / Indirect Svcs $10,371,661 $1,539,336 $11,910,997 1133 Pools Direct / Indirect Svcs $1,583,134 $193,448 $1,776,582 1134 Buildings Direct / Indirect Svcs $1,456,681 $235,735 $1,692,416 1135 Operations Direct / Indirect Svcs $596,842 $79,492 $676,334 Total $14,008,318 $2,048,011 $16,056,329
Recreation Division Administration
Description Division
Divisional
Budget
Allocation of
Citywide
Overhead Total Note
1142 Recreation Administrative Division Admin $324,278 $80,197 $404,475 Total $324,278 $80,197 $404,475
Direct Services - Recreation
Description Division
Divisional
Budget
Allocation of
Citywide
Overhead Total Note
1141 Health and Wellness Recreation - Direct $248,556 $46,734 $295,290 1143 Youth Activity Center and Programs Recreation - Direct $1,629,714 $308,264 $1,937,978 1144 Senior Center and Therapeutic Rec Recreation - Direct $1,870,265 $349,221 $2,219,486 1145 Community Recreation Center and Programs Recreation - Direct $3,233,959 $616,114 $3,850,073 1146 Youth Sports Recreation - Direct $603,229 $114,446 $717,675 1147 Aquatics Recreation - Direct $726,437 $135,917 $862,354 1148 Sports and Athletics Recreation - Direct $161,065 $30,100 $191,165 1149 Youth and Teen Center Recreation - Direct $382,642 $71,438 $454,080 Total $8,855,867 $1,672,235 $10,528,102
Appendix I: p. 107
City of Santa Clara
User and Regulatory Fee Study
Calculation of the Estimated Costs of Providing Fee Related Services - Parks and Recreation Department Calculation of Departmental Costs [a],[b]
Special Events
Description Division
Divisional
Budget
Allocation of
Citywide
Overhead Total Note
1171 Citywide Special Events Special Events - Direct $798,081 $144,342 $942,423 Total $798,081 $144,342 $942,423
Direct Services - Senior Nutrition Program
Description Division
Divisional
Budget
Allocation of
Citywide
Overhead Total Note
1112 Senior Nutrition Program Senior Nutrition - Direct $167,324 $0 $167,324 Total $167,324 $0 $167,324
Direct Services - Cemetery
Description Division
Divisional
Budget
Allocation of
Citywide
Overhead Total Note
1162 Maintenance of Grounds Cemetery - Direct $805,001 $93,064 $898,065 1163 Maintenance of Buildings Cemetery - Direct $148,889 $3,514 $152,403 1164 Operations Cemetery - Direct $803,212 $67,755 $870,967 0125 Cemetery Perpetual Care Cemetery - Direct $500 $0 $500 0131 Cemetery Endowment Care Cemetery - Direct $60,000 $0 $60,000 Total $1,817,602 $164,332 $1,981,934
Total $26,785,682 $4,262,008 $31,047,690
[a] Source: FY 25/26 adopted budget.
[b] Source: Citywide central services overhead cost allocation plan.

Appendix I: p. 108
City of Santa Clara
User and Regulatory Fee Study
Calculation of the Estimated Costs of Providing Fee Related Services - Parks and Recreation Department Calculation of Departmental Costs [a],[b]
Description Division
Direct
Divisional
Budget
Allocation of
Citywide
Overhead Total
Allocate as
Indirect Service Adjustment 1 Allocation 1
Adjustment 2
& 3 Allocation 2 Allocation 3
Adjusted
Total
1121 Parks & Recreation Administration Department Admin $552,406 $99,677 $652,083 Yes - 1 ($652,083) $0 1122 Park Development Park Dev - Direct $207,240 $42,950 $250,190 $5,776 $255,966 1123 Park Projects Park Projects - Direct $54,566 $10,265 $64,831 $1,497 $66,328 1132 Parks Direct / Indirect Svcs $10,371,661 $1,539,336 $11,910,997 $274,972 $535,877 $12,721,846 1133 Pools Direct / Indirect Svcs $1,583,134 $193,448 $1,776,582 $41,013 $79,929 $1,897,524 1134 Buildings Direct / Indirect Svcs $1,456,681 $235,735 $1,692,416 $39,070 $76,142 $1,807,629 1135 Operations Parks - Division Admin $596,842 $79,492 $676,334 Yes - 2 $15,614 ($691,948) $0 1142 Recreation Administrative Rec - Division Admin $324,278 $80,197 $404,475 Yes - 3 $9,338 ($413,812) $0 1141 Health and Wellness Recreation - Direct $248,556 $46,734 $295,290 $6,817 $11,607 $313,713 1143 Youth Activity Center and Programs Recreation - Direct $1,629,714 $308,264 $1,937,978 $44,739 $76,173 $2,058,891 1144 Senior Center and Therapeutic Rec Recreation - Direct $1,870,265 $349,221 $2,219,486 $51,238 $87,238 $2,357,962 1145 Community Recreation Center and Programs Recreation - Direct $3,233,959 $616,114 $3,850,073 $88,881 $151,329 $4,090,284 1146 Youth Sports Recreation - Direct $603,229 $114,446 $717,675 $16,568 $28,209 $762,452 1147 Aquatics Recreation - Direct $726,437 $135,917 $862,354 $19,908 $33,895 $916,157 1148 Sports and Athletics Recreation - Direct $161,065 $30,100 $191,165 $4,413 $7,514 $203,092 1149 Youth and Teen Center Recreation - Direct $382,642 $71,438 $454,080 $10,483 $17,848 $482,411 1171 Citywide Special Events Special Events - Direct $798,081 $144,342 $942,423 $21,756 $964,179 Total $24,800,756 $4,097,676 $28,898,432 ($652,083) $652,083 ($1,105,760) $691,948 $413,812 $28,898,432 [a] Source: FY 25/26 adopted budget.
[b] Source: Citywide central services overhead cost allocation plan.

Appendix I: p. 109
City of Santa Clara
User and Regulatory Fee Study
Calculation of the Estimated Costs of Providing Fee Related Services - Parks and Recreation Department Annual Operating Expenditures - Direct to Department
Description Total Note
Parks and Recreation (Excludes Cemetery and Senior Nutrition) $24,800,756 [a] Allocation of Citywide Overhead $4,097,676 [b]
Total $28,898,432
Revenue Information
Description Total Note
Misc Chg For Current Services $3,010,000 [a]
Rents And Royalties $713,000 [a]
Swimming Pool Receipts $12,600 [a]
Total $3,735,600
Cost Recovery Information
Description Total Note
Generated Revenue (e.g., Cost Recovery) $3,735,600
Tax and Grant Funded Revenue (e.g., Gen Fd.) $25,162,832 Total $28,898,432
Generated Revenue Share 13%
Tax and Grant Funded Revenue Share 87%
Total 100%
[a] Source: FY 25/26 adopted budget.
[b] Source: Citywide central services overhead cost allocation plan.

Appendix I: p. 110
r::::::::::::::

City of Santa Clara
User and Regulatory Fee Study
Calculation of the Estimated Costs of Providing Fee Related Services - Parks and Recreation Department Annual Operating Expenditures - Direct to Department
Description Total Note
Cemetery $1,817,602 [a]
Allocation of Citywide Overhead $164,332 [b]
Total $1,981,934
Revenue Information
Description Total Note
Interest Income $60,500 [a]
Sales - Facilities $201,854 [a]
Sales - Labor $387,292 [a]
Sales - Care $150,103 [a]
Sales - Materials $10,751 [a]
Intra Trs In - Miscellaneous $60,500 [a]
Total $871,000
Cost Recovery Information
Description Total Note
Generated Revenue (e.g., Cost Recovery) $871,000
Tax and Grant Funded Revenue (e.g., Gen Fd.) $1,110,934 Total $1,981,934
Generated Revenue Share 44%
Tax and Grant Funded Revenue Share 56%
Total 100%
[a] Source: FY 25/26 adopted budget.
[b] Source: Citywide central services overhead cost allocation plan.

Appendix I: p. 111
r::::::::::::::

Police Department Fees
Appendix I: p. 112
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Police Investigations and Records Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Total Salary
Top Step [e]
Annual
Salary
Community Service Officer II 3.00 2,080 216 1,864 5,592 10% 90% 100% 559 5,033 5,592 $59 $366,042 Crime Analyst 1.00 2,080 216 1,864 1,864 10% 90% 100% 186 1,678 1,864 $68 $141,462 Forensic Coordinator 1.00 2,080 216 1,864 1,864 10% 90% 100% 186 1,678 1,864 $71 $148,626 Office Specialist II 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 $48 $100,518 Office Specialist III 1.00 2,080 216 1,864 1,864 100% 0% 100% 1,864 - 1,864 $53 $110,602 Police Captain 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $181 $377,379 Police Lieutenant 1.00 2,080 216 1,864 1,864 50% 50% 100% 932 932 1,864 $135 $279,821 Police Officer 17.00 2,080 216 1,864 31,688 10% 90% 100% 3,169 28,519 31,688 $100 $3,549,735 Police Records Manager 1.00 2,080 216 1,864 1,864 20% 80% 100% 373 1,491 1,864 $81 $167,964 Police Records Specialist II 15.00 2,080 216 1,864 27,960 10% 90% 100% 2,796 25,164 27,960 $59 $1,847,981 Police Records Supervisor 4.00 2,080 216 1,864 7,456 20% 80% 100% 1,491 5,965 7,456 $65 $543,914 Police Sergeant 5.00 2,080 216 1,864 9,320 10% 90% 100% 932 8,388 9,320 $116 $1,208,527 Total 51.00 95,064 14,726 80,338 95,064 $8,842,571 Total 15% 85% 100%
[a] Source: FY 25/26 Adopted budget.
[b] Based on 40 hour week * 52 weeks per year.
[c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave. [d] Amounts intended to serve as reasonable estimates developed for purposes of this analysis. Amount will vary annually, and by employee. Amount based on position and consultant experience working with similar municipalities.
[e] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 113
City of Santa Clara
User and Regulatory Fee Study
Cost Allocation - Police - Department Administration
FY 25/26 Adopted Expenses [a] Program 7742
Fund # Fund Desc Account Desc PD - Admin Adjustment Total Notes 001 General Fund 87010 - Salary and Wages $1,769,409 $0 $1,769,409 001 General Fund 87011 - Salary Savings - Attrition and Time Off ($53,833) $0 ($53,833) 001 General Fund 87030 - Overtime $13,184 $0 $13,184
001 General Fund 1 Salary Accounts $1,728,760 $0 $1,728,760 001 General Fund 87211 - Retirement - Public Safety $745,520 $0 $745,520 001 General Fund 87212 - Retirement - Non Public Safety $207,169 $0 $207,169 001 General Fund 87221 - Medicare $26,338 $0 $26,338
001 General Fund 87222 - Social Security $36,262 $0 $36,262 001 General Fund 87224 - Medicare OT $191 $0 $191
001 General Fund 87230 - Health Allocation $150,154 $0 $150,154 001 General Fund 87241 - Dental - City Paid $2,168 $0 $2,168 001 General Fund 87242 - Long Term Disability-CIty Paid $2,539 $0 $2,539 001 General Fund 87243 - Vision- City Paid $880 $0 $880 001 General Fund 87250 - Basic Life Insurance $408 $0 $408 001 General Fund 87270 - Uniform Allowance $1,800 $0 $1,800 001 General Fund 87271 - VEBA $6,600 $0 $6,600
001 General Fund 87272 - EAP $344 $0 $344
001 General Fund 87274 - Auto Allowance $2,400 $0 $2,400 001 General Fund 87275 - Mobile Phone Allowance $1,920 $0 $1,920 001 General Fund 87280 - City Paid Deferred Compensation $9,900 $0 $9,900 001 General Fund 87390 - OPEB $34,616 $0 $34,616
001 General Fund 2 Benefit Accounts $1,229,209 $0 $1,229,209 001 General Fund 87500 - Operating Supplies $17,899 $0 $17,899 001 General Fund 87530 - Special Departmental Supplies $13,040 $0 $13,040 001 General Fund 87810 - Utilities Expenses $323,937
001 General Fund 87870 - Contractual Services $507
001 General Fund 3 Mat/Serv/Sup $355,383 $0 $30,939
001 General Fund 87640 - Vehicle Equipment Maintenance $170,968 $0 $170,968 001 General Fund 87650 - Technical Services Maintenance $178,329 $0 $178,329 001 General Fund 87660 - Workers Comp Insurance $137,600 $0 $137,600 001 General Fund 87680 - Unemployment Insurance $2,049 $0 $2,049 001 General Fund 87740 - Vehicle Equipment Amortization $112,532 $0 $112,532 001 General Fund 5 Interfund Services $601,478 $0 $601,478 Subtotal $3,914,830 $0 $3,590,386
Appendix I: p. 114
City of Santa Clara
User and Regulatory Fee Study
Cost Allocation - Police - Department Administration
Adjustments for Fully-Burdened Hourly Rate Calculation
Allocation of Citywide Overhead
Description Police - Admin Adjustment Total Notes
Allocation of Citywide Overhead $474,804 $0 $474,804 [b] Total Costs for Allocation
Description Total Adjustment Total Notes
Department Administration $4,389,634 $0 $4,389,634 [c]
Subtotal $4,389,634 $0 $4,389,634
Allocation to Direct Service Divisions
Description Subtotal Adjustment Total Share Notes
Administration 50.00 (50.00) 0.00 0%
Investigations 51.00 0.00 51.00 28%
Field Operations 120.00 0.00 120.00 66%
Special Operations 10.00 0.00 10.00 6%
Total 231.00 (50.00) 181.00 100%
Allocation to Direct Service Divisions
Description Total Notes
Administration $0
Investigations $1,236,858
Field Operations $2,910,255
Special Operations $242,521
Total $4,389,634
[a] Source: FY 25/26 Adopted budget.
[b] Source: Citywide Cost Allocation Plan.
[c] To account for support provided but not directly budgeted to direct service units.

Appendix I: p. 115
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Police Investigations and Records FY 25/26 Adopted Expenses [a] Program 7732 7733 7734
Fund # Fund Desc Account Desc
General
Investig'tn
Special Enf.

Team Records Subtotal Adjustment Total Notes
001 General Fund 87010 - Salary and Wages $5,016,021 $1,110,402 $2,749,550 $8,875,973 $0 $8,875,973 001 General Fund 87011 - Salary Savings - Attrition and Time Off ($133,537) ($31,379) ($81,920) ($246,836) $0 ($246,836) 001 General Fund 87017 - Premium Pay $25,651 $7,610 $367 $33,628 $0 $33,628 001 General Fund 87020 - Salary And Wages - As Needed $38,440 $38,440 $0 $38,440 001 General Fund 87030 - Overtime $263,666 $158,200 $99,719 $521,585 ($521,585) $0 001 General Fund 87040 - Salary And Wages - Holiday Pay $284,252 $77,441 $9,584 $371,277 ($371,277) $0 001 General Fund 1 Salary Accounts $5,494,493 $1,322,274 $2,777,300 $9,594,067 ($892,862) $8,701,205 001 General Fund 87211 - Retirement - Public Safety $2,981,001 $751,249 $218 $3,732,468 $0 $3,732,468 001 General Fund 87212 - Retirement - Non Public Safety $212,668 $535 $973,505 $1,186,708 $0 $1,186,708 001 General Fund 87221 - Medicare $77,907 $17,828 $40,967 $136,702 $0 $136,702 001 General Fund 87222 - Social Security $36,703 $175,298 $212,001 $0 $212,001 001 General Fund 87224 - Medicare OT $3,824 $2,294 $1,433 $7,551 $0 $7,551 001 General Fund 87230 - Health Allocation $540,551 $72,889 $398,187 $1,011,627 $0 $1,011,627 001 General Fund 87241 - Dental - City Paid $6,504 $1,355 $5,962 $13,821 $0 $13,821 001 General Fund 87242 - Long Term Disability-CIty Paid $2,741 $12,335 $15,076 $0 $15,076 001 General Fund 87243 - Vision- City Paid $2,640 $550 $2,420 $5,610 $0 $5,610 001 General Fund 87250 - Basic Life Insurance $960 $180 $2,640 $3,780 $0 $3,780 001 General Fund 87270 - Uniform Allowance $12,000 $3,000 $12,600 $27,600 $0 $27,600 001 General Fund 87271 - VEBA $26,400 $6,000 $25,800 $58,200 $0 $58,200 001 General Fund 87272 - EAP $258 $946 $1,204 $0 $1,204 001 General Fund 87274 - Auto Allowance $2,400 $2,400 $0 $2,400 001 General Fund 87275 - Mobile Phone Allowance $960 $960 $1,920 $0 $1,920 001 General Fund 87280 - City Paid Deferred Compensation $37,800 $9,000 $79,200 $126,000 $0 $126,000 001 General Fund 87390 - OPEB $103,848 $21,635 $95,194 $220,677 $0 $220,677 001 General Fund 2 Benefit Accounts $4,046,765 $886,515 $1,830,065 $6,763,345 $0 $6,763,345 001 General Fund 87500 - Operating Supplies $1,881 $4,055 $6,889 $12,825 $0 $12,825 001 General Fund 87865 - Subscription Based IT Arrangement (SBITA)$229,893 $310,868 $540,761 $0 $540,761 001 General Fund 87870 - Contractual Services $340,640 $143,530 $484,170 ($484,170) $0 001 General Fund 87940 - Mandated Program Costs $360,373 $360,373 ($360,373) $0 001 General Fund 3 Mat/Serv/Sup $932,787 $4,055 $461,287 $1,398,129 ($844,543) $553,586 001 General Fund 87640 - Vehicle Equipment Maintenance $284,984 $284,984 $0 $284,984 001 General Fund 87650 - Technical Services Maintenance $505,537 $111,911 $277,112 $894,560 $0 $894,560 001 General Fund 87660 - Workers Comp Insurance $390,075 $86,351 $213,821 $690,247 $0 $690,247 001 General Fund 87680 - Unemployment Insurance $2,412 $534 $1,322 $4,268 $0 $4,268 001 General Fund 87740 - Vehicle Equipment Amortization $122,943 $122,943 $0 $122,943 001 General Fund 87840 - Insurance And Surety Bonds $0 $0 $0 $0 $0 $0 001 General Fund 5 Interfund Services $1,305,951 $198,796 $492,255 $1,997,002 $0 $1,997,002 Subtotal $11,779,996 $2,411,640 $5,560,907 $19,752,543 ($1,737,405) $18,015,138 Appendix I: p. 116
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Police Investigations and Records Adjustments for Fully-Burdened Hourly Rate Calculation
Allocation of Citywide Overhead
Description
General
Investig'tn
Special Enf.

Team Records Subtotal Adjustment Total Notes
Allocation of Citywide Overhead $1,514,217 $326,951 $750,772 $2,591,940 $0 $2,591,940 [b] Department Administration Costs Assigned to Investigations and Records Description Total Notes
Department Administration $1,236,858 [c]
Subtotal $1,236,858
Calculation of Uniform Fully-Burdened Hourly Rate
Description Total Notes
Divisional Expenses $21,843,937
Direct Hours 80,338 [d]
Total $272
Full Cost Factors for Hourly Rate Buildup
Description Total Share Per Hour
Personnel $15,464,550 71% $192
Equipment $0 0% $0
Materials / Supplies $2,550,588 12% $32
Other Costs $0 0% $0
Overhead $3,828,799 18% $48
Total $21,843,937 100% $272
Information Below is for Use if City Desires to Use Positional Hourly Billing Rates Scenario 1: Uniform Assignment of Materials and Overhead Costs Per Hour Calculate Benefit Ratio
Salary Accounts $8,701,205
Benefit Accounts $6,763,345
Total 0.78
Appendix I: p. 117
--------------
~
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Police Investigations and Records Calculation of Direct Hours Ratio (Billing Factor)
Description
Base Hrs
Per FTE
Adjust for
Typical Leave
Productive
Hours Direct Hours %
Direct Hours
Per FTE Notes
Hours 2,080 (216) 1,864 85% 1,575
Direct Hours Bill Factor (For Every $ of Salary Add this amount to account for Direct Hrs v. Total Hrs.) 1.32 Position
Top Step Hrly
[e] Benefits
Subtotal
Labor Costs
Adjust for
Direct Hours
Total Labor
Rate
Add: M'tls /
Supplies
Add:

Overhead
Total
Hourly Rate
Police Lieutenant $135 $105 $239 1.32 $316 $32 $48 $395 Police Sergeant $116 $90 $207 1.32 $273 $32 $48 $352
Police Officer $100 $78 $178 1.32 $236 $32 $48 $315
Police Records Manager $81 $63 $144 1.32 $190 $32 $48 $269 Forensic Coordinator $71 $56 $127 1.32 $168 $32 $48 $247 Crime Analyst $68 $53 $121 1.32 $160 $32 $48 $239
Police Records Supervisor $65 $51 $116 1.32 $153 $32 $48 $233 Police Records Specialist II $59 $46 $105 1.32 $139 $32 $48 $218 Community Service Officer II $59 $46 $104 1.32 $138 $32 $48 $217 Office Specialist III $53 $41 $95 1.32 $125 $32 $48 $204 Office Specialist II $48 $38 $86 1.32 $113 $32 $48 $193 Public Safety Dispatcher $72 $56 $128 1.32 $169 $32 $48 $248 Police Records Specialist I $54 $42 $96 1.32 $126 $32 $48 $206 Calculation of Fully-Burdened Hourly Rate Billing Factor (Apply Factor to Top Step Salary for Positional Rates) Description FTE
Hours Per
FTE Total Hours
Salaries and
Wages
Hourly Wage
Rate Only
Fully-Burdened
Hourly Rate
ICR
Multiplier Notes
Total 51.00 2,080 106,080 $8,842,571 $83 $272 3.26 [a] Source: FY 25/26 Adopted budget.
[b] Source: Citywide overhead cost allocation plan.
[c] To account for department admin support provided but not directly budgeted to direct service units. See Police - Department Administration cost allocation worksheet. [d] See worksheet labeled: Allocation of Annual Labor Effort - Police Investigations and Records. [e] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 118
----------------
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Police Fees Cost of Service
$217 $315 $206 $352 $248 Cost Recovery Information
Fee Description
Comm
Svc Officer
II
Police
Officer
PD
Records
Spec I
Police
Sergeant
PS
Disp'tchr Total
Comm
Svc Officer
II
Police
Officer
PD
Records
Spec I
Police
Sergeant
PS
Disp'tchr
Cost of
Service

POLICE FEES
1 Alarm Permit Application 0.50 0.50 $109 $0 $0 $0 $0 $109 Non-registration
Annual Renewal 0.25 0.25 $54 $0 $0 $0 $0 $54
Late
Reinstatement
2 Bingo Organization (License Fee) 6.83 6.83 $1,483 $0 $0 $0 $0 $1,483 3 CAD report for legal purposes
4 CD for legal purposes
5 Citation Sign Off Non-Santa Clara Citations Only 0.17 0.17 $36 $0 $0 $0 $0 $36 6 Clearance Letter 0.25 0.25 $0 $0 $52 $0 $0 $52
7 Closing Out Sale 0.25 0.58 0.83 $54 $184 $0 $0 $0 $238 8 Color Photographs
4" x 6"
5" x 7"
8' x 10"
11" x 14"
16" x 20"
20" x 30"
9 Crime Analysis Reports
10 Dispatch service required for special events 1.00 1.00 $0 $0 $0 $0 $248 $248 11 Driving Under the Influence Emergency Response
12 False Alarm Calls
Second false alarm 0.50 0.17 0.67 $0 $158 $0 $0 $41 $199 Third false alarm 0.50 0.17 0.67 $0 $158 $0 $0 $41 $199 Fourth false alarm ($25 penalty) 0.50 0.17 0.67 $0 $158 $0 $0 $41 $199 Fifth & subsequent false alarms ($50 penalty) 0.50 0.17 0.67 $0 $158 $0 $0 $41 $199 13 False Alarm Calls - Holdup Alarm (In Addition to False Alarm Fees) 0.50 0.50 $0 $158 $0 $0 $0 $158 14 Fingerprinting Services 0.33 0.33 $72 $0 $0 $0 $0 $72 Appendix I: p. 119
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Police Fees Fee Description

POLICE FEES
1 Alarm Permit Application
Non-registration
Annual Renewal
Late
Reinstatement
2 Bingo Organization (License Fee)
3 CAD report for legal purposes
4 CD for legal purposes
5 Citation Sign Off Non-Santa Clara Citations Only
6 Clearance Letter
7 Closing Out Sale
8 Color Photographs
4" x 6"
5" x 7"
8' x 10"
11" x 14"
16" x 20"
20" x 30"
9 Crime Analysis Reports
10 Dispatch service required for special events
11 Driving Under the Influence Emergency Response
12 False Alarm Calls
Second false alarm
Third false alarm
Fourth false alarm ($25 penalty)
Fifth & subsequent false alarms ($50 penalty)
13 False Alarm Calls - Holdup Alarm (In Addition to False Alarm Fees) 14 Fingerprinting Services
Cost Recovery Information
Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery Unit Notes
$37 34% $37 34%
$50 $50
$15 28% $15 28%
$25 $25
$15 $15
$50 3% $50 3%
$0.20 $0.20 per page
$3 $3 per CD
$35 97% $35 97%
$50 97% $50 97%
$237 100% $238 100%
Actual Cost Actual Cost cost of duplication
Actual Cost Actual Cost cost of duplication
Actual Cost Actual Cost cost of duplication
Actual Cost Actual Cost cost of duplication
Actual Cost Actual Cost cost of duplication
Actual Cost Actual Cost cost of duplication
$0.20 $0.20 per page
$256 103% $248 100%
Per Current Salary Schedule plus
Benefits and Current Citywide
Overhead Plan
Per Current Salary Schedule plus
Benefits and Current Citywide
Overhead Plan
$50 25% $50 25%
$115 58% $115 58%
$140 70% $140 70%
$165 83% $165 83%
$125 79% $125 79%
$71 98% $72 100% per roll
Appendix I: p. 120
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Police Fees Cost of Service
$217 $315 $206 $352 $248 Cost Recovery Information
Fee Description
Comm
Svc Officer
II
Police
Officer
PD
Records
Spec I
Police
Sergeant
PS
Disp'tchr Total
Comm
Svc Officer
II
Police
Officer
PD
Records
Spec I
Police
Sergeant
PS
Disp'tchr
Cost of
Service
15 ID Card Renewal (for multiple applicants) 0.50 0.50 $109 $0 $0 $0 $0 $109 16 Massage Establishment
Massage Establishment Application - Initial 5.75 1.00 6.75 $1,248 $315 $0 $0 $0 $1,563 Massage Establishment Application - Sole Proprietor (Initial) 4.50 0.50 5.00 $977 $158 $0 $0 $0 $1,134 Massage Establishment Renewal 4.75 1.00 5.75 $1,031 $315 $0 $0 $0 $1,346 Massage Establishment Renewal - Sole Proprietor 3.75 0.50 4.25 $814 $158 $0 $0 $0 $971 Massage Establishment Permit Amendments 0.50 0.50 $109 $0 $0 $0 $0 $109 17 Motor Funeral Escort Company
Motor Funeral Escort Company - Initial 1.75 1.75 $380 $0 $0 $0 $0 $380 Motor Funeral Escort Company - Renewal 0.75 0.75 $163 $0 $0 $0 $0 $163 Motor Funeral Escort Driver - Initial 0.75 0.75 $163 $0 $0 $0 $0 $163 Motor Funeral Escort Driver - Renewal 0.75 0.75 $163 $0 $0 $0 $0 $163 18 Off-duty employment
19 Pawn/Secondhand Dealer
Pawn/Secondhand Dealer - Registration 0.75 0.75 $163 $0 $0 $0 $0 $163 Pawn/Secondhand Dealer - Renewal 0.50 0.50 $109 $0 $0 $0 $0 $109 20 Photo CD's
21 Police Reports
22 Private Security
Private Security Application - Registration 1.00 1.00 $217 $0 $0 $0 $0 $217 Private Security Application - Renewal 0.50 0.50 $109 $0 $0 $0 $0 $109 23 Public Entertainment Application
Public Entertainment Application 0.75 0.25 1.00 $163 $0 $0 $88 $0 $251 Public Entertainment Renewal 0.50 0.25 0.75 $109 $0 $0 $88 $0 $197 Appendix I: p. 121
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Police Fees Fee Description
15 ID Card Renewal (for multiple applicants)
16 Massage Establishment
Massage Establishment Application - Initial
Massage Establishment Application - Sole Proprietor (Initial) Massage Establishment Renewal
Massage Establishment Renewal - Sole Proprietor
Massage Establishment Permit Amendments
17 Motor Funeral Escort Company
Motor Funeral Escort Company - Initial
Motor Funeral Escort Company - Renewal
Motor Funeral Escort Driver - Initial
Motor Funeral Escort Driver - Renewal
18 Off-duty employment
19 Pawn/Secondhand Dealer
Pawn/Secondhand Dealer - Registration
Pawn/Secondhand Dealer - Renewal
20 Photo CD's
21 Police Reports
22 Private Security
Private Security Application - Registration
Private Security Application - Renewal
23 Public Entertainment Application
Public Entertainment Application
Public Entertainment Renewal
Cost Recovery Information
Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery Unit Notes
$107 99% $108 100%
$863 55% $906 58%
$174 15% $182 16%
$692 51% $726 54%
$121 12% $127 13%
$54 50% $56 52%
$377 99% $379 100%
$161 99% $162 100%
$161 99% $162 100%
$161 99% $162 100%
Per Current Salary Schedule plus
Benefits and Current Citywide
Overhead Plan
Per Current Salary Schedule plus
Benefits and Current Citywide
Overhead Plan
$161 99% $162 100%
$107 99% $108 100%
$3 $3 per CD
$0.20 $0.20 per page
$216 100% $217 100%
$107 99% $108 100%
$250 100% $250 100%
$195 99% $196 100%
Appendix I: p. 122
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Police Fees Cost of Service
$217 $315 $206 $352 $248 Cost Recovery Information
Fee Description
Comm
Svc Officer
II
Police
Officer
PD
Records
Spec I
Police
Sergeant
PS
Disp'tchr Total
Comm
Svc Officer
II
Police
Officer
PD
Records
Spec I
Police
Sergeant
PS
Disp'tchr
Cost of
Service
24 Public Entertainment General Fines for Violation (Infraction):
1st Offense $0 $0 $0 $0 $0
2nd Offense $0 $0 $0 $0 $0
Subsequent Offenses $0 $0 $0 $0 $0
25 Release of Stored Vehicles 0.17 0.33 0.50 $36 $0 $69 $0 $0 $105 26 Repo Fee (Repossessed Vehicles) 0.17 0.08 0.25 $36 $0 $17 $0 $0 $53 27 Residential Parking Permit / Guest Parking Permit (each) 0.17 0.17 $36 $0 $0 $0 $0 $36 28 Second Response Ordinance
29 Solicitor/Peddler
Solicitor/Peddler Application - Background Investigation 1.75 1.75 $380 $0 $0 $0 $0 $380 Solicitor/Peddler/Employee Renewal 0.75 0.75 $163 $0 $0 $0 $0 $163 Solicitor/Peddler Application - Employee Only 0.75 0.75 $163 $0 $0 $0 $0 $163 30 Taxicab / Pedicab Company Application 35.50 35.50 $7,704 $0 $0 $0 $0 $7,704 31 Taxicab / Pedicab Company Renewal - Per Year 3.75 3.75 $814 $0 $0 $0 $0 $814 32 Taxicab / Pedicab Driver Application 0.75 0.75 $163 $0 $0 $0 $0 $163 33 Taxicab / Pedicab Driver Renewal, Retest or Reinspection 0.75 0.75 $163 $0 $0 $0 $0 $163 34 Taxicab / Pedicab Safety Inspection Fee 1.00 1.00 $217 $0 $0 $0 $0 $217 35 Tow Drivers - Application 0.75 0.75 $163 $0 $0 $0 $0 $163 36 Tow Drivers - Permit Renewal 0.25 0.25 $54 $0 $0 $0 $0 $54 36 USB Drive for Police Reports
[a] Fee established per agreement.

Appendix I: p. 123
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Calculation of the Estimated Costs of Providing Fee Related Services - Police Fees Fee Description
24 Public Entertainment General Fines for Violation (Infraction):
1st Offense
2nd Offense
Subsequent Offenses
25 Release of Stored Vehicles
26 Repo Fee (Repossessed Vehicles)
27 Residential Parking Permit / Guest Parking Permit (each) 28 Second Response Ordinance
29 Solicitor/Peddler
Solicitor/Peddler Application - Background Investigation Solicitor/Peddler/Employee Renewal
Solicitor/Peddler Application - Employee Only
30 Taxicab / Pedicab Company Application
31 Taxicab / Pedicab Company Renewal - Per Year
32 Taxicab / Pedicab Driver Application
33 Taxicab / Pedicab Driver Renewal, Retest or Reinspection 34 Taxicab / Pedicab Safety Inspection Fee
35 Tow Drivers - Application
36 Tow Drivers - Permit Renewal
36 USB Drive for Police Reports
[a] Fee established per agreement.

Cost Recovery Information
Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery Unit Notes
$150 $150
$300 $300
$750 $750
$103 98% $104 99%
$15 $15
$34 94% $34 94%
Per Current Salary Schedule plus
Benefits and Current Citywide
Overhead Plan
Per Current Salary Schedule plus
Benefits and Current Citywide
Overhead Plan
$377 99% $379 100%
$161 99% $162 100%
$161 99% $162 100%
$7,678 100% $7,703 100%
$810 100% $813 100%
$161 99% $162 100%
$161 99% $162 100%
$216 100% $217 100%
$161 99% $162 100%
$47 87% $47 87% [a]
$8 $8 per Device
Appendix I: p. 124
Public Works Department Fees
Appendix I: p. 125
City of
Santa Clara
The Cente r of What's Poss ib le
Engineering and Encroachment Permit Fees
Appendix I: p. 126
City of
Santa Clara
The Cente r of What's Poss ib le
City of Santa Clara
User and Regulatory Fee Study
Allocation of Annual Labor Effort - Engineering
Position [a] FTE [a]
Total Hours
Per FTE [b]
Less:

Holiday &
Leave [c]
Less: Breaks,
Admin, Train
[d]
Productive
Hours Per
FTE
Total
Productive
Hours
Indirect
[d] Direct [d] Total
Total
Indirect
Hours
Total
Direct
Hours
Total
Hours
Total Salary
Top Step [e]
Annual
Salary
Director of Public Works 0.75 2,080 216 374 1,490 1,118 100% 0% 100% 1,118 - 1,118 $173 $269,908 Assistant Director of Public Works/City Engineer1.00 2,080 216 374 1,490 1,490 80% 10% 90% 1,192 149 1,341 $144 $300,134 Management Analyst 2.00 2,080 216 374 1,490 2,980 100% 0% 100% 2,980 - 2,980 $78 $326,130 Office Specialist II 0.50 2,080 216 374 1,490 745 100% 0% 100% 745 - 745 $48 $50,259 Office Specialist III 1.00 2,080 216 374 1,490 1,490 100% 0% 100% 1,490 - 1,490 $53 $110,602 Staff Aide 1.00 2,080 216 374 1,490 1,490 100% 0% 100% 1,490 - 1,490 $56 $116,168 Account Clerk II 1.00 2,080 216 374 1,490 1,490 100% 0% 100% 1,490 - 1,490 $55 $113,381 Chief of Party 1.00 2,080 216 374 1,490 1,490 0% 100% 100% - 1,490 1,490 $71 $148,626 Principal Engineer 3.00 2,080 216 374 1,490 4,470 70% 30% 100% 3,129 1,341 4,470 $125 $782,999 Public Works Inspector 4.00 2,080 216 374 1,490 5,960 0% 100% 100% - 5,960 5,960 $70 $580,232 Senior Engineer (Civil) 9.00 2,080 216 374 1,490 13,410 0% 100% 100% - 13,410 13,410 $98 $1,833,546 Senior Engineering Technician 2.00 2,080 216 374 1,490 2,980 0% 100% 100% - 2,980 2,980 $62 $256,380 Associate Engineer (Civil) 10.00 2,080 216 374 1,490 14,900 0% 100% 100% - 14,900 14,900 $83 $1,719,954 Principal Planner 1.00 2,080 216 374 1,490 1,490 0% 100% 100% - 1,490 1,490 $101 $210,481 Principal Engineer/City Surveyor 1.00 2,080 216 374 1,490 1,490 0% 100% 100% - 1,490 1,490 $132 $274,054 Traffic Operations Engineer 1.00 2,080 216 374 1,490 1,490 100% 0% 100% 1,490 - 1,490 $91 $189,274 Transportation Manager 1.00 2,080 216 374 1,490 1,490 80% 20% 100% 1,192 298 1,490 $127 $263,386 Total 40.25 59,973 16,316 43,508 59,824 $7,545,514 Total 27% 73% 100%
[a] Source: FY 25/26 Adopted budget.
[b] Based on 40 hour week * 52 weeks per year.
[c] Amount intended to serve as reasonable estimate. Amount will vary annually, and by employee. Amount assumes twelve days holiday, ten days vacation/personal leave, five days sick leave. [d] Amounts intended to serve as reasonable estimates developed for purposes of this analysis. Amount will vary annually, and by employee. Amount based on position and consultant experience working with similar municipalities.
[e] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 127
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Engineering
FY 25/26 Adopted Expenses [a] Program 4411 4412 4413 4431 4432 4433 4434 4435 4441 4442 4443 4451 4452 4461 4462 4463 Fund # Fund Desc Account Desc
Eng Admin -
Gen Svc
Eng Admin -
Dev Svc
Eng Admin -
CIP
Traffic - Gen
Svc
Traffic - Dev
Svc Traffic - CIP
Traffic -
Signal M.

Traffic -
Stripe Sign
Design - Gen
Svc
Design - Dev
Svc Design - CIP
Prop Dev -
Gen Svc
Prop Dev -
Dev Supp.

Field Svc -
Gen Svc
Field Svc -
Dev Svc
Field Svc -
CIP Subtotal Adjustment Total Notes
001 General Fund 87010 - Salary and Wages $441,806 $325,188 $0 $293,021 $482,552 $0 $228,792 $107,793 $325,501 $140,326 $404,583 $166,867 $1,070,394 $159,625 $533,821 $0 $4,680,269 $0 $4,680,269 001 General Fund 87011 - Salary Savings - Attrition and Time Off ($9,537) ($9,537) $0 ($8,826) ($14,337) $0 ($6,761) ($3,229) ($4,872) ($4,125) $0 ($5,386) ($32,409) ($4,700) ($15,844) $0 ($119,563) $0 ($119,563) 001 General Fund 87017 - Premium Pay $0 $0 $0 $66 $71 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $137 $0 $137 001 General Fund 87020 - Salary And Wages - As Needed $0 $0 $0 $26,938 $0 $0 $0 $0 $0 $0 $0 $0 $39,604 $17,960 $0 $0 $84,502 $0 $84,502 001 General Fund 87030 - Overtime $773 $0 $0 $0 $0 $0 $34,691 $0 $567 $0 $0 $0 $11,877 $0 $5,729 $0 $53,637 $0 $53,637 001 General Fund 87110 - Contra Account - Reimbd Salary & Wages $0 $0 $0 ($185,575) $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 ($185,575) $185,575 $0 001 General Fund 1 Salary Accounts $433,042 $315,651 $0 $125,624 $468,286 $0 $256,722 $104,564 $321,196 $136,201 $404,583 $161,481 $1,089,466 $172,885 $523,706 $0 $4,513,407 $185,575 $4,698,982 001 General Fund 87212 - Retirement - Non Public Safety $131,886 $114,157 $0 $102,280 $166,811 $0 $80,120 $37,819 $114,001 $48,746 $46,568 $56,413 $372,137 $54,095 $185,959 $0 $1,510,992 $0 $1,510,992 001 General Fund 87221 - Medicare $7,173 $4,891 $0 $4,338 $7,105 $0 $3,478 $1,624 $4,809 $2,104 $5,915 $2,494 $16,019 $2,391 $8,054 $0 $70,395 $0 $70,395 001 General Fund 87222 - Social Security $24,628 $14,870 $0 $16,379 $24,294 $0 $12,443 $6,184 $18,170 $7,194 $20,794 $8,349 $60,884 $8,171 $31,507 $0 $253,867 $0 $253,867 001 General Fund 87223 - Social Security - OT $51 $0 $0 $4,158 $0 $0 $2,151 $0 $35 $0 $0 $0 $736 $0 $342 $0 $7,473 $0 $7,473 001 General Fund 87224 - Medicare OT $10 $0 $0 $4,633 $0 $0 $503 $0 $7 $0 $0 $0 $172 $0 $79 $0 $5,404 $0 $5,404 001 General Fund 87230 - Health Allocation $59,333 $31,397 $0 $28,880 $40,188 $0 $17,101 $9,573 $39,691 $10,616 $55,872 $8,712 $117,023 $15,284 $49,379 $0 $483,049 $0 $483,049 001 General Fund 87241 - Dental - City Paid $740 $469 $0 $436 $635 $0 $323 $165 $487 $189 $542 $224 $1,673 $243 $949 $0 $7,075 $0 $7,075 001 General Fund 87242 - Long Term Disability-CIty Paid $1,104 $785 $0 $112 $412 $0 $38 $19 $75 $38 $424 $179 $779 $397 $1,730 $0 $6,092 $0 $6,092 001 General Fund 87243 - Vision- City Paid $317 $207 $0 $173 $261 $0 $135 $63 $198 $77 $220 $88 $682 $99 $383 $0 $2,903 $0 $2,903 001 General Fund 87250 - Basic Life Insurance $266 $146 $0 $192 $282 $0 $144 $72 $216 $84 $240 $94 $662 $66 $185 $0 $2,649 $0 $2,649 001 General Fund 87271 - VEBA $1,641 $1,041 $0 $960 $1,410 $0 $720 $360 $1,080 $420 $1,200 $492 $3,708 $540 $2,100 $0 $15,672 $0 $15,672 001 General Fund 87272 - EAP $117 $74 $0 $68 $102 $0 $51 $25 $76 $28 $86 $34 $267 $39 $149 $0 $1,116 $0 $1,116 001 General Fund 87274 - Auto Allowance $4,752 $2,352 $0 $720 $2,640 $0 $240 $120 $480 $240 $2,400 $960 $1,440 $720 $720 $0 $17,784 $0 $17,784 001 General Fund 87275 - Mobile Phone Allowance $1,277 $317 $0 $144 $576 $0 $0 $0 $0 $0 $960 $0 $0 $0 $0 $0 $3,274 $0 $3,274 001 General Fund 87279 - Misc. Other Benefits $0 $0 $0 $260 $250 $0 $220 $110 $320 $120 $200 $74 $926 $50 $412 $0 $2,942 $0 $2,942 001 General Fund 87280 - City Paid Deferred Compensation $6,876 $3,276 $0 $3,671 $6,449 $0 $2,549 $1,277 $3,906 $1,554 $5,592 $2,179 $11,381 $1,279 $1,877 $0 $51,866 $0 $51,866 001 General Fund 87390 - OPEB $11,835 $7,508 $0 $6,922 $10,170 $0 $5,194 $2,595 $7,790 $3,031 $8,654 $3,547 $26,742 $3,894 $15,144 $0 $113,026 $0 $113,026 001 General Fund 2 Benefit Accounts $252,006 $181,490 $0 $174,326 $261,585 $0 $125,410 $60,006 $191,341 $74,441 $149,667 $83,839 $615,231 $87,268 $298,969 $0 $2,555,579 $0 $2,555,579 001 General Fund 87500 - Operating Supplies $4,544 $0 $0 $5,262 $0 $0 $0 $0 $9,695 $0 $0 $6,370 $0 $14,811 $0 $0 $40,682 $0 $40,682 001 General Fund 87530 - Special Departmental Supplies $1,050 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $1,050 $0 $1,050 001 General Fund 87600 - Maintenance $0 $0 $0 $0 $0 $0 $852,986 $0 $0 $0 $0 $0 $0 $0 $0 $0 $852,986 ($852,986) $0 001 General Fund 87825 - Conference, Travel and Training $6,791 $0 $0 $2,357 $0 $0 $0 $0 $5,631 $0 $0 $9,866 $0 $9,517 $0 $0 $34,162 $0 $34,162 001 General Fund 87865 - Subscription Based IT Arrangement (SBITA) $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $15,182 $0 $0 $0 $0 $15,182 $0 $15,182 001 General Fund 87870 - Contractual Services $2,532 $0 $0 $121,441 $0 $0 $0 $0 $4,333 $0 $0 $17,122 $0 $68,360 $0 $0 $213,788 $0 $213,788 001 General Fund 87900 - Rent Expense $0 $0 $0 $99 $0 $0 $0 $0 $99 $0 $0 $0 $0 $0 $0 $0 $198 $0 $198 001 General Fund 3 Mat/Serv/Sup $14,917 $0 $0 $129,159 $0 $0 $852,986 $0 $19,758 $0 $0 $48,540 $0 $92,688 $0 $0 $1,158,048 ($852,986) $305,062 001 General Fund 87640 - Vehicle Equipment Maintenance $0 $0 $0 $2,370 $0 $0 $0 $0 $0 $0 $0 $0 $0 $14,208 $0 $0 $16,578 $0 $16,578 001 General Fund 87650 - Technical Services Maintenance $32,774 $32,774 $0 $29,532 $48,634 $0 $23,059 $10,864 $32,805 $14,143 $0 $16,818 $107,879 $16,088 $53,801 $0 $419,171 $0 $419,171 001 General Fund 87660 - Workers Comp Insurance $3,905 $3,905 $0 $3,518 $5,794 $0 $2,747 $1,294 $3,908 $1,685 $0 $2,004 $12,853 $1,917 $6,410 $0 $49,940 $0 $49,940 001 General Fund 87680 - Unemployment Insurance $239 $156 $0 $141 $232 $0 $110 $52 $157 $67 $0 $80 $515 $77 $257 $0 $2,083 $0 $2,083 001 General Fund 87740 - Vehicle Equipment Amortization $0 $0 $0 $7,241 $0 $0 $0 $0 $0 $0 $0 $0 $0 $35,024 $0 $0 $42,265 $0 $42,265 001 General Fund 5 Interfund Services $36,918 $36,835 $0 $42,802 $54,660 $0 $25,916 $12,210 $36,870 $15,895 $0 $18,902 $121,247 $67,314 $60,468 $0 $530,037 $0 $530,037 044 CIP 87010 - Salary and Wages $0 $0 $332,272 $0 $0 $421,256 $0 $0 $0 $0 $1,097,694 $0 $0 $0 $0 $691,471 $2,542,693 $0 $2,542,693 044 CIP 87011 - Salary Savings - Attrition and Time Off $0 $0 ($9,743) $0 $0 ($12,556) $0 $0 $0 $0 ($32,253) $0 $0 $0 $0 ($20,494) ($75,046) $0 ($75,046) 044 CIP 87017 - Premium Pay $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $14 $14 044 CIP 87030 - Overtime $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $1,708 $0 $0 $0 $0 $0 $1,708 $0 $1,708 044 CIP 1 Salary Accounts $0 $0 $322,529 $0 $0 $408,700 $0 $0 $0 $0 $1,067,149 $0 $0 $0 $0 $670,991 $2,469,369 $0 $2,469,355 044 CIP 87212 - Retirement - Non Public Safety $0 $0 $116,654 $0 $0 $146,820 $0 $0 $0 $0 $381,174 $0 $0 $0 $0 $240,796 $885,444 $0 $885,444 044 CIP 87221 - Medicare $0 $0 $4,997 $0 $0 $6,267 $0 $0 $0 $0 $16,453 $0 $0 $0 $0 $10,418 $38,135 $0 $38,135 044 CIP 87222 - Social Security $0 $0 $15,242 $0 $0 $23,124 $0 $0 $0 $0 $56,497 $0 $0 $0 $0 $40,733 $135,596 $0 $135,596 044 CIP 87223 - Social Security - OT $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $105 $0 $0 $0 $0 $0 $105 $0 $105 044 CIP 87224 - Medicare OT $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $26 $0 $0 $0 $0 $0 $26 $0 $26 044 CIP 87230 - Health Allocation $0 $0 $32,098 $0 $0 $36,228 $0 $0 $0 $0 $83,814 $0 $0 $0 $0 $61,526 $213,666 $0 $213,666 044 CIP 87241 - Dental - City Paid $0 $0 $483 $0 $0 $609 $0 $0 $0 $0 $1,492 $0 $0 $0 $0 $1,247 $3,831 $0 $3,831 044 CIP 87242 - Long Term Disability-CIty Paid $0 $0 $809 $0 $0 $169 $0 $0 $0 $0 $263 $0 $0 $0 $0 $2,283 $3,524 $0 $3,524 044 CIP 87243 - Vision- City Paid $0 $0 $220 $0 $0 $248 $0 $0 $0 $0 $605 $0 $0 $0 $0 $508 $1,581 $0 $1,581 044 CIP 87250 - Basic Life Insurance $0 $0 $146 $0 $0 $270 $0 $0 $0 $0 $660 $0 $0 $0 $0 $241 $1,317 $0 $1,317 044 CIP 87271 - VEBA $0 $0 $1,068 $0 $0 $1,350 $0 $0 $0 $0 $3,300 $0 $0 $0 $0 $2,760 $8,478 $0 $8,478 044 CIP 87272 - EAP $0 $0 $78 $0 $0 $98 $0 $0 $0 $0 $240 $0 $0 $0 $0 $199 $615 $0 $615 044 CIP 87274 - Auto Allowance $0 $0 $2,376 $0 $0 $1,080 $0 $0 $0 $0 $1,680 $0 $0 $0 $0 $960 $6,096 $0 $6,096 044 CIP 87275 - Mobile Phone Allowance $0 $0 $326 $0 $0 $240 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $566 $0 $566 044 CIP 87279 - Misc. Other Benefits $0 $0 $0 $0 $0 $360 $0 $0 $0 $0 $960 $0 $0 $0 $0 $488 $1,808 $0 $1,808 044 CIP 87280 - City Paid Deferred Compensation $0 $0 $3,348 $0 $0 $5,206 $0 $0 $0 $0 $12,084 $0 $0 $0 $0 $2,436 $23,074 $0 $23,074 044 CIP 87390 - OPEB $0 $0 $7,702 $0 $0 $9,735 $0 $0 $0 $0 $23,795 $0 $0 $0 $0 $19,905 $61,137 $0 $61,137 044 CIP 2 Benefit Accounts $0 $0 $185,547 $0 $0 $231,804 $0 $0 $0 $0 $583,148 $0 $0 $0 $0 $384,500 $1,384,999 $0 $1,384,999 044 CIP 87865 - Subscription Based IT Arrangement (SBITA) $0 $0 $18,547 $0 $0 $0 $0 $0 $0 $0 $18,547 $0 $0 $0 $0 $18,547 $55,641 $0 $55,641 044 CIP 87870 - Contractual Services $0 $0 $11,208 $0 $0 $0 $0 $0 $0 $0 $11,208 $0 $0 $0 $0 $416,528 $438,944 ($438,944) $0 044 CIP 3 Mat/Serv/Sup $0 $0 $29,755 $0 $0 $0 $0 $0 $0 $0 $29,755 $0 $0 $0 $0 $435,075 $494,585 ($438,944) $55,641 044 CIP 87650 - Technical Services Maintenance $0 $0 $102,775 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $102,775 $0 $102,775 044 CIP 87660 - Workers Comp Insurance $0 $0 $3,990 $0 $0 $5,058 $0 $0 $0 $0 $13,180 $0 $0 $0 $0 $8,303 $30,531 $0 $30,531 044 CIP 87680 - Unemployment Insurance $0 $0 $160 $0 $0 $203 $0 $0 $0 $0 $528 $0 $0 $0 $0 $333 $1,224 $0 $1,224 044 CIP 87994 - Services from Other Funds-CAP $0 $0 $507,604 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $507,604 ($507,604) $0 044 CIP 5 Interfund Services $0 $0 $614,529 $0 $0 $5,261 $0 $0 $0 $0 $13,708 $0 $0 $0 $0 $8,636 $642,134 ($507,604) $134,530 044 CIP 89953 - Trs Out - CIP $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 044 CIP 5 Interfund Services $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 $0 Subtotal $736,883 $533,976 $1,152,360 $471,911 $784,531 $645,765 $1,261,034 $176,780 $569,165 $226,537 $2,248,010 $312,762 $1,825,944 $420,155 $883,143 $1,499,202 $13,748,158 ($1,613,959) $12,134,185 Appendix I: p. 128
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Engineering
Adjustments for Fully-Burdened Hourly Rate Calculation
Allocation of Citywide Overhead
Description
Eng Admin -
Gen Svc
Eng Admin -
Dev Svc
Eng Admin -
CIP
Traffic - Gen
Svc
Traffic - Dev
Svc Traffic - CIP
Traffic -
Signal M.

Traffic -
Stripe Sign
Design - Gen
Svc
Design - Dev
Svc Design - CIP
Prop Dev -
Gen Svc
Prop Dev -
Dev Supp.

Field Svc -
Gen Svc
Field Svc -
Dev Svc
Field Svc -
CIP Subtotal Adjustment Total Notes
Allocation of Citywide Overhead $58,119 $56,371 $60,474 $56,230 $86,631 $77,066 $149,198 $20,092 $31,367 $24,683 $196,324 $34,934 $201,688 $40,589 $95,948 $174,947 $1,364,661 $0 $1,364,661 [b] Total Divisional Costs
Description
Eng Admin -
Gen Svc
Eng Admin -
Dev Svc
Eng Admin -
CIP
Traffic - Gen
Svc
Traffic - Dev
Svc Traffic - CIP
Traffic -
Signal M.

Traffic -
Stripe Sign
Design - Gen
Svc
Design - Dev
Svc Design - CIP
Prop Dev -
Gen Svc
Prop Dev -
Dev Supp.

Field Svc -
Gen Svc
Field Svc -
Dev Svc
Field Svc -
CIP Subtotal Adjustment Total Notes
Total $795,002 $590,347 $1,212,834 $528,141 $871,162 $722,831 $1,410,232 $196,872 $600,532 $251,220 $2,444,334 $347,696 $2,027,632 $460,744 $979,091 $1,674,149 $15,112,819 ($1,613,959) $13,498,846 Calculation of Uniform Fully-Burdened Hourly Rate
Description Total Notes
Divisional Expenses $13,498,846
Direct Hours 43,508 [d]
Total $310
Information Below is for Use if City Desires to Use Positional Hourly Billing Rates Scenario 1: Uniform Assignment of Materials and Overhead Costs Per Hour Calculate Benefit Ratio
Salary Accounts $7,168,337
Benefit Accounts $3,940,578
Total 0.55
Allocation of Personnel Costs
Total Personnel Costs
Description Total Notes
Personnel Costs $11,108,915
Description Total Total
Divisional Administration (Overhead) 27% $3,029,704
Direct Services 73% $8,079,211
Total 100% $11,108,915
Full Cost Factors for Hourly Rate Buildup
Description Total Share Per Hour
Direct Personnel $8,079,211 60% $186
Equipment $0 0% $0
Materials / Supplies $1,025,270 8% $24
Other Costs $0 0% $0
Overhead (Citywide and Departmental) $4,394,365 33% $101 Total $13,498,846 100% $310
Appendix I: p. 129
----------------------------------------

I I I I
City of Santa Clara
User and Regulatory Fee Study
Hourly Rate Calculation - Engineering
Calculation of Direct Hours Ratio (Billing Factor)
Description
Base Hrs
Per FTE
Adjust for
Typical Leave
Adjust for
Admin
Productive
Hours
Direct Hours
%
Direct Hours
Per FTE Notes
Hours 2,080 (216) (374) 1,490 100% 1,490
Direct Hours Bill Factor (For Every $ of Salary Add this amount to account for Direct Hrs v. Total Hrs.) 1.40 Position
Top Step Hrly
[e] Benefits
Subtotal
Labor Costs
Adjust for
Direct Hours
Total Labor
Rate
Add: M'tls /
Supplies
Add:

Overhead
Total
Hourly Rate
Director of Public Works $173 $95 $268 1.40 $374 $24 $101 $499 Assistant Director of Public Works/City Engineer $144 $79 $224 1.40 $312 $24 $101 $437 Management Analyst $78 $43 $121 1.40 $170 $24 $101 $294 Office Specialist II $48 $27 $75 1.40 $105 $24 $101 $229 Office Specialist III $53 $29 $82 1.40 $115 $24 $101 $240 Staff Aide $56 $31 $87 1.40 $121 $24 $101 $245
Account Clerk II $55 $30 $84 1.40 $118 $24 $101 $242
Chief of Party $71 $39 $111 1.40 $155 $24 $101 $279
Principal Engineer $125 $69 $194 1.40 $271 $24 $101 $396 Public Works Inspector $70 $38 $108 1.40 $151 $24 $101 $275 Senior Engineer (Civil) $98 $54 $152 1.40 $212 $24 $101 $336 Senior Engineering Technician $62 $34 $96 1.40 $133 $24 $101 $258 Associate Engineer (Civil) $83 $45 $128 1.40 $179 $24 $101 $303 Principal Planner $101 $56 $157 1.40 $219 $24 $101 $343 Principal Engineer/City Surveyor $132 $72 $204 1.40 $285 $24 $101 $410 Traffic Operations Engineer $91 $50 $141 1.40 $197 $24 $101 $321 Transportation Manager $127 $70 $196 1.40 $274 $24 $101 $399 Assistant Engineer (Civil) $79 $43 $122 1.40 $170 $24 $101 $295 Scenario 2: Assignment of a Common Indirect Rate Factor that Can Be Applied to Base Hourly Wage Rate to Calculate Fully-Burdened Hourly Billing Rate by Position Calculation of Fully-Burdened Hourly Rate Billing Factor (Apply Factor to Top Step Salary for Positional Rates) Description FTE Hours Per FTE Total Hours
Salaries and
Wages
Hourly Wage
Rate Only
Fully-
Burdened
Hourly Rate
ICR
Multiplier Notes
Total 40.25 2,080 83,720 $7,545,514 $90 $310 3.44 [a] Source: FY 25/26 Adopted budget.
[b] Source: Citywide Cost Allocation Plan.
[c] Aligns to City's typical budgeting practice of increasing cost allocation amounts by 2% for second year of adopted budget. [d] See worksheet labeled: Allocation of Annual Labor Effort - Engineering. [e] Source: City of Santa Clara Salary Plans Effective 9/28/2025.

Appendix I: p. 130
--------
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Estimated Cost of Labor
Service Time
Fee Description
Assoc. Eng.
(Civil)
Assist. Eng.
(Civil)
Asst Dir Of
PW / City
Eng
Chief Of
Party
Principal
Engineer
Principal
Planner
Public
Works
Inspector
Senior
Engineer
(Civil) Staff Aide
Traffic
Engineer Total
Parcel Map and Record of Survey Checking Fee
1 Parcel Map and Record of Survey Checking Fee (Includes 3 checks) 2 Parcel Map and Record of Survey Checking Fee (4th and Subsequent Reviews) Final Map Checking Fee
3 Final Map Checking Fee - First 5 lots (Includes 3 checks) 4 Final Map Checking Fee - First 5 lots (4th and Subsequent Reviews) 5 Final Map Checking Fee - Each additional lot beyond 5 lots (Includes 3 checks) 6 Final Map Checking Fee - Each additional lot beyond 5 lots (4th and Subsequent Reviews) Amended Map Checking Fee
7 Amended Parcel Map and Record of Survey Checking Fee (Includes 2 Checks) 8 Amended Parcel Map and Record of Survey Checking Fee (3rd and Subsequent Reviews) 9 Amended Final Map Checking Fee (Includes 2 checks)
10 Amended Final Map Checking Fee (3rd and Subsequent Reviews) Certificate of Correction
11 Processing Certificate of Correction (For Final / Parcel Maps) (Includes 2 Checks) 12 Processing Certificate of Correction (3rd and Subsequent Reviews) Assessment District Reapportionment Fee - Assemblage / Parcel Split 13 Assessment District Reapportionment Fee - Assemblage / Parcel Split - First 2 parcels 2.00 28.00 30.00 14 Assessment District Reapportionment Fee - Assemblage / Parcel Split - Each Subsequent Parcel

1.50 6.00 7.50
Certificate of Compliance
15 Processing Certificate of Compliance (Includes 2 Checks) 16 Processing Certificate of Compliance (3rd and Subsequent Reviews) Appendix I: p. 131
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Service Time
Fee Description
Parcel Map and Record of Survey Checking Fee
1 Parcel Map and Record of Survey Checking Fee (Includes 3 checks) 2 Parcel Map and Record of Survey Checking Fee (4th and Subsequent Reviews) Final Map Checking Fee
3 Final Map Checking Fee - First 5 lots (Includes 3 checks) 4 Final Map Checking Fee - First 5 lots (4th and Subsequent Reviews) 5 Final Map Checking Fee - Each additional lot beyond 5 lots (Includes 3 checks) 6 Final Map Checking Fee - Each additional lot beyond 5 lots (4th and Subsequent Reviews) Amended Map Checking Fee
7 Amended Parcel Map and Record of Survey Checking Fee (Includes 2 Checks) 8 Amended Parcel Map and Record of Survey Checking Fee (3rd and Subsequent Reviews) 9 Amended Final Map Checking Fee (Includes 2 checks)
10 Amended Final Map Checking Fee (3rd and Subsequent Reviews) Certificate of Correction
11 Processing Certificate of Correction (For Final / Parcel Maps) (Includes 2 Checks) 12 Processing Certificate of Correction (3rd and Subsequent Reviews) Assessment District Reapportionment Fee - Assemblage / Parcel Split 13 Assessment District Reapportionment Fee - Assemblage / Parcel Split - First 2 parcels 14 Assessment District Reapportionment Fee - Assemblage / Parcel Split - Each Subsequent Parcel
Certificate of Compliance
15 Processing Certificate of Compliance (Includes 2 Checks) 16 Processing Certificate of Compliance (3rd and Subsequent Reviews) Estimated Cost of Labor
$303 $295 $437 $279 $396 $343 $275 $336 $245 $321 Cost Recovery Information Assoc. Eng.
(Civil)
Assist. Eng.
(Civil)
Asst Dir Of
PW / City
Eng
Chief Of
Party
Principal
Engineer
Principal
Planner
Public
Works
Inspector
Senior
Engineer
(Civil) Staff Aide
Traffic
Engineer
Cost of
Service
$792 $9,408 $10,200
$594 $2,016 $2,610
Appendix I: p. 132
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Service Time
Fee Description
Parcel Map and Record of Survey Checking Fee
1 Parcel Map and Record of Survey Checking Fee (Includes 3 checks) 2 Parcel Map and Record of Survey Checking Fee (4th and Subsequent Reviews) Final Map Checking Fee
3 Final Map Checking Fee - First 5 lots (Includes 3 checks) 4 Final Map Checking Fee - First 5 lots (4th and Subsequent Reviews) 5 Final Map Checking Fee - Each additional lot beyond 5 lots (Includes 3 checks) 6 Final Map Checking Fee - Each additional lot beyond 5 lots (4th and Subsequent Reviews) Amended Map Checking Fee
7 Amended Parcel Map and Record of Survey Checking Fee (Includes 2 Checks) 8 Amended Parcel Map and Record of Survey Checking Fee (3rd and Subsequent Reviews) 9 Amended Final Map Checking Fee (Includes 2 checks)
10 Amended Final Map Checking Fee (3rd and Subsequent Reviews) Certificate of Correction
11 Processing Certificate of Correction (For Final / Parcel Maps) (Includes 2 Checks) 12 Processing Certificate of Correction (3rd and Subsequent Reviews) Assessment District Reapportionment Fee - Assemblage / Parcel Split 13 Assessment District Reapportionment Fee - Assemblage / Parcel Split - First 2 parcels 14 Assessment District Reapportionment Fee - Assemblage / Parcel Split - Each Subsequent Parcel
Certificate of Compliance
15 Processing Certificate of Compliance (Includes 2 Checks) 16 Processing Certificate of Compliance (3rd and Subsequent Reviews) Cost Recovery Information
Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery Unit Notes
$8,653 100% $8,653 100% per map [a]
$1,521 100% $1,521 100% per map [a]
$11,012 100% $11,012 100% per map [a]
$1,521 100% $1,521 100% per map [a]
$500 100% $500 100% per lot [a]
$500 100% $500 100% per lot [a]
$3,613 100% $3,613 100% per map [a]
$1,118 100% $1,118 100% per map [a]
$3,613 100% $3,613 100% per map [a]
$1,118 100% $1,118 100% per map [a]
$4,043 100% $4,043 100% per certificate [a]
$1,315 100% $1,315 100% per certificate [a]
$9,828 96% $10,200 100%
$2,511 96% $2,610 100%
$1,835 100% $1,835 100% per certificate [a]
$1,040 100% $1,040 100% per certificate [a]
Appendix I: p. 133
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Estimated Cost of Labor
Service Time
Fee Description
Assoc. Eng.
(Civil)
Assist. Eng.
(Civil)
Asst Dir Of
PW / City
Eng
Chief Of
Party
Principal
Engineer
Principal
Planner
Public
Works
Inspector
Senior
Engineer
(Civil) Staff Aide
Traffic
Engineer Total
Lot Line Adjustment Processing
17 Lot Line Adjustment Processing (includes 3 checks)
18 Lot Line Adjustment Processing - 4th and subsequent reviews Security Deposit for Survey
19 Security Deposit for Survey - Property Monument (per monument) 20 Security Deposit for Survey - Property Monument (minimum per map) 21 Security Deposit for Survey City Standard Street Monuments (per monument) 22 Security Deposit for Survey City Standard Street Monuments (minimum per map) Encroachment Permit
Encroachment Permit Processing
23 Processing Fee for Project up to $25k 1.50 1.50
24 Processing Fee for Project over $25k 3.00 3.00
25 Permit Extension Fee 1.00 0.75 1.75
Encroachment Permit Plan Check
25 Plan Check For Projects up to $25k (per set, includes 3 checks) 2.00 0.50 0.25 2.75 26 Plan Check For Projects between $25k and $35k (per set, includes 3 checks) 4.00 1.00 0.50 5.50 27 Plan Check For Projects over $35k (per sheet, includes 3 checks) 3.00 0.25 1.00 1.50 0.25 6.00 28 Plan Check For Project up to $25k - 4th and subsequent review (per set, per review ) 0.25 0.17 0.17 0.58 29 Plan Check For Projects between $25k and $35k - 4th and subsequent review (per set, per review )

0.25 0.17 0.17 0.58
30 Plan Check For Projects over $35k - 4th and subsequent review (per sheet, per review) 0.50 0.25 0.17 0.08 1.00 31 Plan Check For Projects over $35k - for revisions after EP issuance (per sheet) 0.75 0.25 0.50 0.17 1.67 Appendix I: p. 134
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Service Time
Fee Description
Lot Line Adjustment Processing
17 Lot Line Adjustment Processing (includes 3 checks)
18 Lot Line Adjustment Processing - 4th and subsequent reviews Security Deposit for Survey
19 Security Deposit for Survey - Property Monument (per monument) 20 Security Deposit for Survey - Property Monument (minimum per map) 21 Security Deposit for Survey City Standard Street Monuments (per monument) 22 Security Deposit for Survey City Standard Street Monuments (minimum per map) Encroachment Permit
Encroachment Permit Processing
23 Processing Fee for Project up to $25k
24 Processing Fee for Project over $25k
25 Permit Extension Fee
Encroachment Permit Plan Check
25 Plan Check For Projects up to $25k (per set, includes 3 checks) 26 Plan Check For Projects between $25k and $35k (per set, includes 3 checks) 27 Plan Check For Projects over $35k (per sheet, includes 3 checks) 28 Plan Check For Project up to $25k - 4th and subsequent review (per set, per review ) 29 Plan Check For Projects between $25k and $35k - 4th and subsequent review (per set, per review )
30 Plan Check For Projects over $35k - 4th and subsequent review (per sheet, per review) 31 Plan Check For Projects over $35k - for revisions after EP issuance (per sheet) Estimated Cost of Labor
$303 $295 $437 $279 $396 $343 $275 $336 $245 $321 Cost Recovery Information Assoc. Eng.
(Civil)
Assist. Eng.
(Civil)
Asst Dir Of
PW / City
Eng
Chief Of
Party
Principal
Engineer
Principal
Planner
Public
Works
Inspector
Senior
Engineer
(Civil) Staff Aide
Traffic
Engineer
Cost of
Service
$455 $455
$909 $909
$303 $206 $509
$606 $148 $84 $838
$1,212 $295 $168 $1,675
$909 $109 $396 $504 $80 $1,999
$76 $49 $56 $181
$76 $49 $56 $181
$152 $99 $56 $27 $333
$227 $99 $168 $54 $548
Appendix I: p. 135
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Service Time
Fee Description
Lot Line Adjustment Processing
17 Lot Line Adjustment Processing (includes 3 checks)
18 Lot Line Adjustment Processing - 4th and subsequent reviews Security Deposit for Survey
19 Security Deposit for Survey - Property Monument (per monument) 20 Security Deposit for Survey - Property Monument (minimum per map) 21 Security Deposit for Survey City Standard Street Monuments (per monument) 22 Security Deposit for Survey City Standard Street Monuments (minimum per map) Encroachment Permit
Encroachment Permit Processing
23 Processing Fee for Project up to $25k
24 Processing Fee for Project over $25k
25 Permit Extension Fee
Encroachment Permit Plan Check
25 Plan Check For Projects up to $25k (per set, includes 3 checks) 26 Plan Check For Projects between $25k and $35k (per set, includes 3 checks) 27 Plan Check For Projects over $35k (per sheet, includes 3 checks) 28 Plan Check For Project up to $25k - 4th and subsequent review (per set, per review ) 29 Plan Check For Projects between $25k and $35k - 4th and subsequent review (per set, per review )
30 Plan Check For Projects over $35k - 4th and subsequent review (per sheet, per review) 31 Plan Check For Projects over $35k - for revisions after EP issuance (per sheet) Cost Recovery Information
Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery Unit Notes
$7,876 100% $7,876 100% per application [a]
$1,315 100% $1,315 100% per application [a]
$1,915 $1,904 per monument
$3,831 $3,808 deposit
$2,554 $2,539 per monument
$3,831 $3,808 deposit
$435 96% $454 100% per permit
$872 96% $909 100% per permit
$482 95% $509 100% per permit
$803 96% $837 100%
$1,607 varies $1,675 100%
$1,918 96% $1,998 100%
$172 95% $180 99%
$172 varies $180 99%
$319 96% $333 100%
$525 96% $547 100%
Appendix I: p. 136
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Estimated Cost of Labor
Service Time
Fee Description
Assoc. Eng.
(Civil)
Assist. Eng.
(Civil)
Asst Dir Of
PW / City
Eng
Chief Of
Party
Principal
Engineer
Principal
Planner
Public
Works
Inspector
Senior
Engineer
(Civil) Staff Aide
Traffic
Engineer Total
Encroachment Permit Inspections
32 Engineering Inspections:
a) $0-$15K 2.00 2.00
b) $15,001-$25K (Base)
i) Base fee for the first $15,000 2.50 2.50
ii) Additional Fee for Cost Between $15,001 and $25,000 c) $25,001-$35K (Base)
i) Base fee for the first $25,000 3.50 0.50 4.00
ii) Additional Fee for Cost Between $25,001 and $35,000 d) $35,001-$50K (Base)
i) Base fee for the first $35,000 5.00 1.00 6.00
ii) Additional Fee for Cost Between $35,001 and $50,000 e) $50,001-$100K (Base)
i) Base fee for the first $50,000 18.00 2.00 20.00
ii) Additional Fee for Cost Between $50,001 and $100,000 f) $101K-$200K (Base)
i) Base fee for the first $100,000 25.20 2.80 28.00
ii) Additional Fee for Cost Between $100,001 and $200,000 g) $201K-$500K (Base)
i) Base fee for the first $200,000 46.80 5.20 52.00
ii) Additional Fee for Cost Between $200,001 and $500,000 h) $501K-$1M (Base)
i) Base fee for the first $500,000 106.20 11.80 118.00
ii) Additional Fee for Cost Between $500,001 and $1,000,000 i) $1M (Base)
i) Base fee for the first $1,000,000 199.80 22.20 222.00 ii) Fee for additional $500K or fraction thereof 50.40 5.60 56.00 Appendix I: p. 137
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Service Time
Fee Description
Encroachment Permit Inspections
32 Engineering Inspections:
a) $0-$15K
b) $15,001-$25K (Base)
i) Base fee for the first $15,000
ii) Additional Fee for Cost Between $15,001 and $25,000 c) $25,001-$35K (Base)
i) Base fee for the first $25,000
ii) Additional Fee for Cost Between $25,001 and $35,000 d) $35,001-$50K (Base)
i) Base fee for the first $35,000
ii) Additional Fee for Cost Between $35,001 and $50,000 e) $50,001-$100K (Base)
i) Base fee for the first $50,000
ii) Additional Fee for Cost Between $50,001 and $100,000 f) $101K-$200K (Base)
i) Base fee for the first $100,000
ii) Additional Fee for Cost Between $100,001 and $200,000 g) $201K-$500K (Base)
i) Base fee for the first $200,000
ii) Additional Fee for Cost Between $200,001 and $500,000 h) $501K-$1M (Base)
i) Base fee for the first $500,000
ii) Additional Fee for Cost Between $500,001 and $1,000,000 i) $1M (Base)
i) Base fee for the first $1,000,000
ii) Fee for additional $500K or fraction thereof
Estimated Cost of Labor
$303 $295 $437 $279 $396 $343 $275 $336 $245 $321 Cost Recovery Information Assoc. Eng.
(Civil)
Assist. Eng.
(Civil)
Asst Dir Of
PW / City
Eng
Chief Of
Party
Principal
Engineer
Principal
Planner
Public
Works
Inspector
Senior
Engineer
(Civil) Staff Aide
Traffic
Engineer
Cost of
Service
$550 $550
$688 $688

4.430%
$963 $168 $1,131

5.805%
$1,375 $336 $1,711

26.073%
$4,950 $672 $5,622

4.498%
$6,930 $941 $7,871

6.746%
$12,870 $1,747 $14,617

6.184%
$29,205 $3,965 $33,170

5.847%
$54,945 $7,459 $62,404
$13,860 $1,882 $15,742
Appendix I: p. 138
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Service Time
Fee Description
Encroachment Permit Inspections
32 Engineering Inspections:
a) $0-$15K
b) $15,001-$25K (Base)
i) Base fee for the first $15,000
ii) Additional Fee for Cost Between $15,001 and $25,000 c) $25,001-$35K (Base)
i) Base fee for the first $25,000
ii) Additional Fee for Cost Between $25,001 and $35,000 d) $35,001-$50K (Base)
i) Base fee for the first $35,000
ii) Additional Fee for Cost Between $35,001 and $50,000 e) $50,001-$100K (Base)
i) Base fee for the first $50,000
ii) Additional Fee for Cost Between $50,001 and $100,000 f) $101K-$200K (Base)
i) Base fee for the first $100,000
ii) Additional Fee for Cost Between $100,001 and $200,000 g) $201K-$500K (Base)
i) Base fee for the first $200,000
ii) Additional Fee for Cost Between $200,001 and $500,000 h) $501K-$1M (Base)
i) Base fee for the first $500,000
ii) Additional Fee for Cost Between $500,001 and $1,000,000 i) $1M (Base)
i) Base fee for the first $1,000,000
ii) Fee for additional $500K or fraction thereof
Cost Recovery Information
Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery Unit Notes
$511 93% $550 100%
$639 93% $688 100%

4.040% 91% 4.430%
$1,056 93% $1,130.50 100%

5.270% 91% 5.805%
$1,602 94% $1,711.00 100%

23.490% 90% 26.073%
$5,249 93% $5,622.00 100%

4.060% 90% 4.498%
$7,349 93% $7,870.80 100%

6.090% 90% 6.746%
$13,648 93% $14,617.20 100%

5.580% 90% 6.184%
$30,972 93% $33,169.80 100%

5.270% 90% 5.847%
$58,269 93% $62,404.20 100%
$14,698 93% $15,741.60 100%
Appendix I: p. 139
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Estimated Cost of Labor
Service Time
Fee Description
Assoc. Eng.
(Civil)
Assist. Eng.
(Civil)
Asst Dir Of
PW / City
Eng
Chief Of
Party
Principal
Engineer
Principal
Planner
Public
Works
Inspector
Senior
Engineer
(Civil) Staff Aide
Traffic
Engineer Total
Encroachment Permit - Slurry Seal
33 Slurry Seal Fee
34 Slurry Seal Fee - Minimum
Encroachment Permit - Field Marking - Storm Drain
35 Field Marking Storm Drain (Up to 50 ft. of excavation) 0.75 0.75 36 Field Marking Storm Drain (each additional 50 sqft or fraction thereof) 0.50 0.50 Encroachment Permit - Field Marking - Traffic Signal
37 Field Marking - Traffic Signal (Up to 50 ft. of excavation) 38 Field Marking - Traffic Signal (each additional 50 ft or fraction thereof) Copies (Design Criteria, Standard Details, Specifications, Code, Ordinances) 39 Copies - per page for public
40 Copies - per page for employees
Black Line Print of Plans on File
41 Black Line Print of Plans on File
Appendix I: p. 140
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Service Time
Fee Description
Encroachment Permit - Slurry Seal
33 Slurry Seal Fee
34 Slurry Seal Fee - Minimum
Encroachment Permit - Field Marking - Storm Drain
35 Field Marking Storm Drain (Up to 50 ft. of excavation) 36 Field Marking Storm Drain (each additional 50 sqft or fraction thereof) Encroachment Permit - Field Marking - Traffic Signal
37 Field Marking - Traffic Signal (Up to 50 ft. of excavation) 38 Field Marking - Traffic Signal (each additional 50 ft or fraction thereof) Copies (Design Criteria, Standard Details, Specifications, Code, Ordinances) 39 Copies - per page for public
40 Copies - per page for employees
Black Line Print of Plans on File
41 Black Line Print of Plans on File
Estimated Cost of Labor
$303 $295 $437 $279 $396 $343 $275 $336 $245 $321 Cost Recovery Information Assoc. Eng.
(Civil)
Assist. Eng.
(Civil)
Asst Dir Of
PW / City
Eng
Chief Of
Party
Principal
Engineer
Principal
Planner
Public
Works
Inspector
Senior
Engineer
(Civil) Staff Aide
Traffic
Engineer
Cost of
Service
$206 $206
$138 $138
$159 $159
$106 $106
Appendix I: p. 141
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Service Time
Fee Description
Encroachment Permit - Slurry Seal
33 Slurry Seal Fee
34 Slurry Seal Fee - Minimum
Encroachment Permit - Field Marking - Storm Drain
35 Field Marking Storm Drain (Up to 50 ft. of excavation) 36 Field Marking Storm Drain (each additional 50 sqft or fraction thereof) Encroachment Permit - Field Marking - Traffic Signal
37 Field Marking - Traffic Signal (Up to 50 ft. of excavation) 38 Field Marking - Traffic Signal (each additional 50 ft or fraction thereof) Copies (Design Criteria, Standard Details, Specifications, Code, Ordinances) 39 Copies - per page for public
40 Copies - per page for employees
Black Line Print of Plans on File
41 Black Line Print of Plans on File
Cost Recovery Information
Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery Unit Notes
$2.50 $2.49 per square foot
$114.66 $113.96 minimum
$191 93% $206 100%
$127 92% $137 100%
$155 97% $159 100% [b]
$103 97% $106 100% [b]
$0.20 $0.20
$0.05 $0.05
Actual Cost 100% Actual Cost 100%
Appendix I: p. 142
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Estimated Cost of Labor
Service Time
Fee Description
Assoc. Eng.
(Civil)
Assist. Eng.
(Civil)
Asst Dir Of
PW / City
Eng
Chief Of
Party
Principal
Engineer
Principal
Planner
Public
Works
Inspector
Senior
Engineer
(Civil) Staff Aide
Traffic
Engineer Total
Record Drawings Archiving Fee
42 Record Drawings Archiving Fee (per sheet) 0.17 0.17 0.33 Watershed Map
43 Watershed Map
Encroachment Agreement Application
44 Encroachment Agreement Application - Into Easements 0.50 0.75 1.00 20.50 22.75 45 Encroachment Agreement Application - Into Rights-of-way 0.75 1.00 1.25 21.50 24.50 Agreements, Grant Deeds, and Easement Dedications
46 Preparation of Agreement/Easement/Grant Deed (Includes 2 checks) 47 Preparation of Agreement/Easement/Grant Deed - 3rd and subsequent reviews 48 3rd Party Review - Preparation of Agreement/Easement/Grant Deed (includes 2 checks) 49 3rd Party Review - Preparation of Agreement/Easement/Grant Deed - 3rd and subsequent reviews
Combination Agreement/Grant Deed for the Same Lot
50 Combination Agreement / Grant Deed for the same lot (includes 2 checks) 51 Combination Agreement / Grant Deed for the same lot - 3rd and subsequent review Document Recordation Fee
52 Document Recordation Fee
Review of Agreements & Easements
53 Review of Agreements & Easements 0.50 1.00 1.50 17.00 20.00 54 Review of Minor Agreements & Easements 0.50 1.00 11.00 12.50 Right of Entry & Permit to Enter Agreements onto City Property 55 Review of of Right of Entry Agreement onto City Property 17.00 0.50 1.00 1.50 20.00 56 Review of Permit to Enter Agreements onto City Property 17.00 0.50 1.00 1.50 20.00 Appendix I: p. 143
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Service Time
Fee Description
Record Drawings Archiving Fee
42 Record Drawings Archiving Fee (per sheet)
Watershed Map
43 Watershed Map
Encroachment Agreement Application
44 Encroachment Agreement Application - Into Easements
45 Encroachment Agreement Application - Into Rights-of-way Agreements, Grant Deeds, and Easement Dedications
46 Preparation of Agreement/Easement/Grant Deed (Includes 2 checks) 47 Preparation of Agreement/Easement/Grant Deed - 3rd and subsequent reviews 48 3rd Party Review - Preparation of Agreement/Easement/Grant Deed (includes 2 checks) 49 3rd Party Review - Preparation of Agreement/Easement/Grant Deed - 3rd and subsequent reviews
Combination Agreement/Grant Deed for the Same Lot
50 Combination Agreement / Grant Deed for the same lot (includes 2 checks) 51 Combination Agreement / Grant Deed for the same lot - 3rd and subsequent review Document Recordation Fee
52 Document Recordation Fee
Review of Agreements & Easements
53 Review of Agreements & Easements
54 Review of Minor Agreements & Easements
Right of Entry & Permit to Enter Agreements onto City Property 55 Review of of Right of Entry Agreement onto City Property 56 Review of Permit to Enter Agreements onto City Property Estimated Cost of Labor
$303 $295 $437 $279 $396 $343 $275 $336 $245 $321 Cost Recovery Information Assoc. Eng.
(Civil)
Assist. Eng.
(Civil)
Asst Dir Of
PW / City
Eng
Chief Of
Party
Principal
Engineer
Principal
Planner
Public
Works
Inspector
Senior
Engineer
(Civil) Staff Aide
Traffic
Engineer
Cost of
Service
$51 $46 $96
$219 $297 $336 $5,023 $5,874
$328 $396 $420 $5,268 $6,411
$219 $396 $504 $4,165 $5,284
$198 $336 $2,695 $3,229
$5,151 $219 $396 $504 $6,270
$5,151 $219 $396 $504 $6,270
Appendix I: p. 144
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Service Time
Fee Description
Record Drawings Archiving Fee
42 Record Drawings Archiving Fee (per sheet)
Watershed Map
43 Watershed Map
Encroachment Agreement Application
44 Encroachment Agreement Application - Into Easements
45 Encroachment Agreement Application - Into Rights-of-way Agreements, Grant Deeds, and Easement Dedications
46 Preparation of Agreement/Easement/Grant Deed (Includes 2 checks) 47 Preparation of Agreement/Easement/Grant Deed - 3rd and subsequent reviews 48 3rd Party Review - Preparation of Agreement/Easement/Grant Deed (includes 2 checks) 49 3rd Party Review - Preparation of Agreement/Easement/Grant Deed - 3rd and subsequent reviews
Combination Agreement/Grant Deed for the Same Lot
50 Combination Agreement / Grant Deed for the same lot (includes 2 checks) 51 Combination Agreement / Grant Deed for the same lot - 3rd and subsequent review Document Recordation Fee
52 Document Recordation Fee
Review of Agreements & Easements
53 Review of Agreements & Easements
54 Review of Minor Agreements & Easements
Right of Entry & Permit to Enter Agreements onto City Property 55 Review of of Right of Entry Agreement onto City Property 56 Review of Permit to Enter Agreements onto City Property Cost Recovery Information
Current Fee
Current Cost
Recovery Proposed Fee
Proposed
Cost
Recovery Unit Notes
$91 94% $96 100% per sheet
Actual Cost 100% Actual Cost 100%
$5,718 97% $5,874 100% per application
$6,237 97% $6,411 100% per application
$5,864 100% $5,864 100% per document [a]
$1,315 100% $1,315 100% per document [a]
$4,607 100% $4,607 100% per document [a]
$1,315 100% $1,315 100% per document [a]
$7,742 100% $7,742 100% both documents [a]
$1,315 100% $1,315 100% both documents [a]
Actual Cost 100% Actual Cost 100%
$5,138 97% $5,283 100% per document
$3,143 97% $3,229 100% per document
$6,018 $6,269 100% per agreement
$6,018 $6,269 100% per agreement
Appendix I: p. 145
City of Santa Clara
Cost of Service Study for Analyzing User and Regulatory Fees Public Works / Engineering / LPD, Design, Traffic
Calculation of the Estimated Costs of Providing Fee Related Services Estimated Cost of Labor
Service Time
Fee Description
Assoc. Eng.
(Civil)
Assist. Eng.
(Civil)
Asst Dir Of
PW / City
Eng
Chief Of
Party
Principal
Engineer
Principal
Planner
Public
Works
Inspector
Senior
Engineer
(Civil) Staff Aide
Traffic
Engineer Total
Outside 3rd Party Review or Inspection
57 Outside 3rd Party Review or Inspection of Items within public ROW or City Easements 58 Outside 3rd Party Review for Survey or Mapping
Overtime Plan Check, Mapping Review, etc.
59 Overtime Plan Check, Mapping Review, etc.