HomeMy WebLinkAboutCC Resolution No. 25-090 approving the Annual and Five-Year Mitigation Fee Report for Fiscal Year ending June 30, 2025RESOLUTION NO. 25-090
A RESOLUTION OF THE CUPERTINO CITY COUNCIL
APPROVING THE ANNUAL & FIVE-YEAR MITIGATION FEE REPORT
FOR FISCAL YEAR ENDING JUNE 30, 2025 AND MAKING REQUIRED
FINDINGS
WHEREAS, the Mitigation Fee Act (Government Code Section 66000 et
seq.) requires that an annual report regarding mitigation fees be submitted to the
City Council at a regularly scheduled public meeting pursuant to Section 66006;
and
WHEREAS, Government Code Section 66001(d) further provides that the
City must, on a five-year basis, make certain findings with respect to unexpended
mitigation fees; and
WHEREAS, the City of Cupertino - AB 1600 - Mitigation Fee Act Annual &
Five-Year Report for the fiscal year that ending June 30, 2025 (the “Annual and
Five-Year Report”), comprises the annual report required under Government
Code Section 66006(b) and five-year report required under Government Code
Section 66001(d) of the Mitigation Fee Act. Said report is included as Exhibit A
and incorporated into this Resolution by this reference.
NOW, THEREFORE, BE IT RESOLVED that the City Council does hereby:
1.Acknowledges the foregoing recitals are true and correct and incorporated into
this resolution by this reference.
2.Approves the Annual and Five-Year Report for FY ending June 30, 2025 in
accordance with the Mitigation Fee Act and incorporates by reference said
Report (Exhibit A).
3.Adopts the findings required by Government Code 66001(d) as stated in the
Five-Year Reporting and Findings Requirement section of the Annual and
Five-Year Report (Exhibit A), which demonstrate that, for each account or
fund:
Resolution No. 25-090
Page 2
a.The purpose of each fund is described in the Annual and Five-Year
Report.
b.A reasonable relationship exists between the fee charged to
development projects and the purpose for which it is charged, based
on the substantial evidence contained in the Annual and Five-Year
Report.
c.For each fund, the Annual and Five-Year Report identifies all sources
and amounts of funding anticipated to complete the financing of
incomplete improvements.
d.For each fund, the Annual and Five-Year Report designates the
approximate date on which the funding needed is expected to be
deposited into the fund.
PASSED AND ADOPTED at a regular meeting of the City Council of the City of
Cupertino this 4th day of November, 2025, by the following vote:
Members of the City Council
AYES: Chao, Moore, Fruen, Mohan, Wang
NOES: None
ABSENT: None
ABSTAIN: None
Liang Chao, Mayor
City of Cupertino
Date
Kirsten Squarcia, City Clerk Date
11/14/2025
11/14/2025
City of Cupertino
AB 1600 ‐ Mitigation Fee Act
Annual & Five Year Report for the fiscal year ending June 30, 2025
Dept.: Community Development
Project: Below Market Rate (BMR) Housing Mitigation Fee
Local Authority:
Information on the City’s BMR Housing Mitigation Fee is provided as a courtesy. The City of
Cupertino has collected BMR mitigation fees from commercial and residential developments
since 1992 based on nexus studies conducted at that time. On May 5, 2015, the City Council
adopted Resolution 15-036, accepting three reports from Keyser Marston Associates, Inc. (KMA)
– Summary and Recommendations BMR Housing Mitigation Program, Non-Residential Jobs-
Housing Nexus Analysis, and Residential BMR Housing Nexus Analysis – which collectively
form the City’s Nexus Study justifying the current residential and non-residential Housing
Mitigation Fees. Per Resolution 17-052, the City Council adopted the updated BMR residential
and non-residential (office, research and development, industrial, hotel, retail and commercial)
Housing Mitigation Fees. On May 19, 2020, the City Council adopted Resolution 20-056, which
increased the Housing Mitigation Fees for hotels and for offices to levels lower than the
maximum amount needed to fully mitigate the burdens created by new development on the need
for affordable housing as determined in the KMA Reports, based in part on an Economic
Feasibility Analysis prepared by Strategic Economics concluding that increased fees would be
feasible. On April 21, 2020, the City Council adopted Resolution 20-037, amending the BMR
Housing Mitigation Fees to adopt fee categories and amounts for self-storage and warehouse uses
based in part on a report from KMA dated January 2020 and entitled “Supplement to the Non-
Residential Jobs-Housing Nexus Study” evaluating the impact of self-storage and warehouse land
uses on demand for affordable housing in the City and determining the maximum amount of a fee
needed to fully mitigate the burdens on affordable housing created by these types of development.
On July 2, 2024, the City Council adopted Resolution No. 24-067 to amend the Housing
Mitigation Manual in accordance with implementation of the 2023-2031 Housing Element.
Specifically, this was done to enact Strategy HE 2.3.3, which requires projects with five or more
new units to provide units, and projects with four or fewer new units to pay an in-lieu of BMR
unit fee. The fiscal year 2024-25 BMR Housing Mitigation Fee amounts are being reported
below.
Five Year Reporting & Findings Requirement:
1.The purpose of the BMR Housing Mitigation Fee is to help mitigate the need for affordable
housing as a result of new residential and non-residential development within the City of
Cupertino. The requirements for applicability to the BMR Housing Mitigation Fees are set forth
in the City’s adopted BMR Housing Mitigation Program Procedural Manual. The BMR Housing
Mitigation Fee schedule is as follows:
Residential (per sq. ft.) -
Detached Single Family Residence $21.87
Small Lot Single Family Residence or Townhome $24.05
Multi-Family Attached Townhome or Condo $29.15
Multi-Family Rental Apartment (1 to 35 du/ac) $29.15
Exhibit A
Multi-Family Rental Apartment (over 35 du/ac) $36.44
Non-Residential (Per sq.ft.) –
Office, Research & Development, or Industrial $34.55
Hotel $17.28
Self-Storage, employee unit provided $0.65
Self-Storage, employee unit not provided $1.36
Warehouse $48.00
Commercial or Retail $14.58
BMR Housing Mitigation Fees were used to fund staff and administrative time, BMR housing
placement services and data management, rental mediation, and contract services.
The fees in the BMR Fund include funds paid to the City as conditions of development
agreements. When applicable, these fees are included in the tables below; however, there is no
requirement to prepare a five-year report regarding fees obtained through a development
agreement.
2. A reasonable relationship exists between the BMR Housing Mitigation Fee and the purpose for
which the fee was charged. The need for the BMR Housing Mitigation fees, as they were
identified when the fee was enacted, remains. See, Strategic Economics December 16, 2019
Economic Feasibility Study of Inclusionary Requirements.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost*
Fund
Balance
6/30/2025
%
Expected
to be
Funded
by Fees
Amounts of
Funding
Anticipated
to Complete
the Project
Date for
Funding to
be Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Below
Market Rate
Housing
Mitigation
fee
$526,600,000 $9,605,415 100% Additional
Developer
Contributions
State and
Federal tax
credits, loans
As projects
develop/
redevelop
Ongoing Ongoing
* Based on RHNA allocation and affordability gaps estimated in the nexus study: Very-low income units (1,193) x
$241,000/unit = $287.5 million. Low income units (687) x $213,000/unit = $146.3 million. Moderate income units
(755) x $123,000/unit = $92.8 million. Total = $526.6 million.
The 2023-31 RHNA numbers are as follows: 1,193 very low-income units, 687 low-income units, 755 moderate-
income units, and 1,953 above moderate-income units.
Exhibit A
Annual Report
Amount of Fee: Based on adopted Fee Schedule
FY2024-25
Trust Fund
Activity
Fiscal Year
Purpose of Expenditure
7/1/2024 *$134,561
Expended
($13,621)
($282,829)
($0)
($51,635)
($583,274)
Housing data management
Other materials and special project costs
balance at
* Transactions posted to prior FYs not captured in previous reports (largely BMR housing loans and mark-
to-market adjustments)
** FY25 audited beginning balance after ACFR finalized
*** Includes funds collected by Development Agreement
Exhibit A
Dept.: Public Works
Project: Park Dedication In-Lieu Fee
Local Authority:
City of Cupertino: Municipal Code, Chapter 13.08 and Chapter 14.05
Five Year Reporting & Findings Requirement:
1. The purpose of the Park Dedication Fee is to help mitigate the need for additional outdoor
recreational area for new residential development within the City of Cupertino. The requirements
for applicability to the Park Dedication Fees are set forth in the City’s Municipal Code, Chapter
13.08 and Chapter 14.05, and the fee was adopted under the provisions of the Mitigation Fee Act.
The Parkland Dedication Fee is based on the fair market value of land within the City of
Cupertino. Land values are appraised annually, and the Park Dedication Fees are updated
accordingly. Park Dedication Fees are used to fund parkland acquisitions and improvements to
park and recreational facilities.
The fees in the Park Dedication table below include funds paid to the City as a condition of
development agreements. Although these fees are included in the tables below, there is no
requirement to prepare a five-year report regarding fees obtained through a development
agreement. In addition, this table includes adopted fees imposed as a condition of development.
2. A reasonable relationship exists between the Park Dedication Fee and the purpose for which the
fee is charged, as additional parkland and facilities are needed to offset the increase in population
that additional residential units impact. The need for the Park Dedication fees, as they were
identified when the fee was enacted, remains, as the City’s current park area per resident does not
yet meet the park acreage standard in the Park Dedication Fee.
3. The sources and amounts of funding anticipated to complete the financing of the Park Dedication
are identified below:
• Developer Fair-Share Contributions from all projects that add residences.
4. The approximate dates on which the funding for the needed park acquisition and improvements is
expected to be deposited into the appropriate account are identified in the Five-Year Report on
the next page.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expected
to be
Funded
by Fees
Amounts of
Funding
Anticipated
to Complete
the Project
Date for
Funding to
be
Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Lawrence-
Mitty Park fully funded
Winter 2020 Spring
2015
Exhibit A
Annual Report
Amount of Fee: Based on Fair-Market Value of land, through land appraisal
FY2024-25
Trust Fund
Activity
Fiscal Year
Purpose of Expenditure
7/1/2024 *$7,698
(see below for
full project
($0)
($0)
Lawrence-Mitty Park
Memorial Park Pond Repurposing
Jollyman Park All-Inclusive Playground
Balance at
* Transactions posted to prior FYs not captured in previous reports
** FY25 audited beginning balance after ACFR finalized
*** Unused project funds returned in parkland in-lieu fee account
Total Unaudited Balance $20,927,461
Total Reserved Balance $6,263,919
Unreserved Balance $14,663,542
Lawrence Mitty Park Reservation $8,270,994
Memorial Park Pond Repurposing
Reservation
$3,000,000
*to be returned to the unreserved balance
Jollyman Park All-Inclusive
Playground Reservation
$500,000
Exhibit A
Dept.: Public Works
Project: Transportation Impact Fee
Local Authority:
City of Cupertino: Municipal Code, Chapter 14.02
Five Year Reporting & Findings Requirement:
1. The purpose of the Transportation Impact Fee is to help mitigate the impact to the City’s existing
transportation infrastructure due to new development, additions to existing structures or changes
in use within the City of Cupertino. The requirements for applicability to the Transportation
Impacts Fees are set forth in the City’s Municipal Code, Chapter 14.02, and the fee was adopted
under the provisions of the Mitigation Fee Act. The Transportation Impact Fee is based on the
Transportation Impact Fee Nexus Study. Transportation Impact Fees are used to fund capital
improvements to the City’s transportation infrastructure.
2. A reasonable relationship exists between the Transportation Impact Fee and the purpose for
which the fee is charged, as additional transportation infrastructure is needed to offset the
increased demand that new development, additions to existing structures and changes in use
create on the roadway network. The need for the Traffic Impact fees, as identified in the Nexus
Study remain, as the infrastructure improvements have not yet been constructed.
3. The sources and amounts of funding anticipated to complete the financing of the Transportation
Impact Fee are identified below:
• Developer Fair-Share Contributions from all projects that create new vehicle trips.
4. The approximate dates, on which the funding for the needed transportation impact improvements
is expected to be deposited, are identified in the Five-Year Report on the next page.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expecte
d to be
Funded
by Fees
Amounts of
Funding
Anticipated to
Complete the
Project
Date for
Funding to
be
Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Projects in the
Transportation
Impact Fee
Nexus Study
Developer
Contributions,
State and
Federal grants,
General Fund
Fall 2024 Winter
2019
Exhibit A
Annual Report
Amount of Fee: Based on Transportation Impact Fee Nexus Study
FY2024-25
Trust
Fund Fiscal Year Purpose of Expenditure
Balance at
7/1/2024 *$403
Subtotal
0
Balance at
* Transactions posted to prior FYs not captured in previous reports (largely contributed to mark-to-market
adjustments)
** FY25 audited beginning balance after ACFR finalized
Exhibit A
Dept.: Public Works
Project: Master Storm Drain Fee
Local Authority:
The City of Cupertino has collected master storm drain fees from developments since 1962 based
on studies conducted at that time – the 1961 Master Storm Drainage Plan and Cost Study, the
1974 Revised Master Plan, and the 1993 Storm Drainage System Master Plan, all prepared by
Mark Thomas. On July 16, 1962, the City Council adopted Resolution No. 633, approving the
Storm Drainage Fee Policy that set forth the fee structure for the Master Storm Drain Fee for
residential (single family and multi-family) and non-residential (commercial and industrial) uses.
On March 21, 1977, the City Council adopted Resolution No. 4422, amending the fee structure to
include and better define various uses – low-density residential (less than 1 du/ac), single-family
residential (1 du/ac and less than 5.2 du/ac), multi-family residential (greater than 5.2 du/ac) as
well as include public educational use and public facility use in the non-residential category. The
fees are adjusted by the Construction Cost Index annually with the approval of the fee schedule.
On January 15, 2019, City Council adopted Resolution No. 19-011 accepting the 2018 City of
Cupertino Storm Drain Master Plan prepared by Schaff & Wheeler, which updates the 1993
Storm Drainage System Master Plan by taking into account improvements made to the system
since acceptance of the 1993 plan, incorporating more advanced software in the preparation of the
hydraulic models, and describing and prioritizing capital improvement projects necessary to
maintain and improve the storm drain collection system operated by the City in a manner
consistent with industry standards.
Five Year Reporting & Findings Requirement:
1. The purpose of the Master Storm Drain Fee is to help maintain and mitigate impacts to the City’s
existing storm drain infrastructure. The requirements for applicability to the Master Storm Drain
Fees are set forth by the City Council adoption of Resolution No. 633 and 4422, and the fee was
adopted under the provisions of the Mitigation Fee Act. The Master Storm Drain Fee is based on
studies from the 1961 Master Storm Drainage Plan and Cost Study, the 1974 Revised Master Plan
and the 1993 Storm Drainage System Master Plan. Master Storm Drain Fees are used to fund
maintenance and capital improvements to the City’s storm drain infrastructure.
2. A reasonable relationship exists between the Master Storm Drain Fee and the purpose for which
the fee is charged as the storm drain system requires ongoing maintenance that is necessary to
ensure proper drainage from development projects, and storm drain improvements may be needed
to address increased demand from new developments. The need for the Master Storm Drain fees,
as identified in the Storm Drain Master Plan remain, as maintenance and infrastructure
improvements are necessary.
3. The sources and amounts of funding anticipated to complete the financing of the Master Storm
Drain Fee are identified below:
• Developer Fair-Share Contributions from all projects that propose new developments.
4. The approximate dates, on which the funding for the needed storm drain improvements is
expected to be deposited, are identified in the Five-Year Report on the next page.
Exhibit A
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost*
Fund
Balance
6/30/2025
%
Expecte
d to be
Funded
by Fees
Amounts of
Funding
Anticipated to
Complete the
Project
Date for
Funding to
be
Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Maintenance
Activities &
Projects in the
2018 Storm
Drain Master
Plan and 2024
Storm Drain
Outfall
Assessment
Developer
Contributions,
State and
Federal grants,
General Fund
As projects
develop/
redevelop
* Based on estimates from the 2018 Storm Drain Master Plan: High priority capital improvements = $12.52 million.
Moderate priority capital improvements = $25.88 million. Low priority capital improvements = $40.88. Total =
$79.28 million.
Annual Report
Amount of Fee: Based on Storm Drain Master Plan
FY2024-25
Trust
Fund Fiscal Year Purpose of Expenditure
Balance at
7/1/2024 *$1,179
Subtotal
0
Balance at
* Transactions posted to prior FYs not captured in previous reports (largely contributed to mark-to-market
adjustments)
** FY25 audited beginning balance after ACFR finalized
Exhibit A
Dept.: Community Development
Project: Art In-Lieu Fee
Local Authority:
City of Cupertino: Municipal Code, Chapter 19.148
Five Year Reporting & Findings Requirement:
1. The purpose of the Art In-Lieu Fee is to provide an alternative for private development projects
that are required to provide public artwork but lack an appropriate location for public art. The
requirements for applicability to the Art In-Lieu fees are set forth in the City’s Municipal Code,
Chapter 19.148. The Art In-Lieu Fee is based on 1.25% of the construction valuation and is
subject to the approval of the Arts and Culture Commission. Art In-Lieu Fees are used to fund
the commission and installation of public artwork.
2. A reasonable relationship exists between the Art In-Lieu Fee and the purpose for which the fee is
charged as the placement of artwork on a particular property may not be feasible, and alternative
means for installing art is needed. The need for the Art In-Lieu fees, as identified when the fee
was enacted, remains.
3. The sources and amounts of funding anticipated to complete the financing of the Art In-Lieu Fee
are identified below:
• Developer Fair-Share Contributions from all projects that require public artwork.
4. The approximate dates, on which the funding for the needed public artwork improvements is
expected to be deposited, are identified in the Five-Year Report below.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost*
Fund
Balance
6/30/2024
%
Expecte
d to be
Funded
by Fees
Amounts of
Funding
Anticipated to
Complete the
Project
Date for
Funding to
be
Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
None
Exhibit A
Annual Report
Amount of Fee: Based on 1.25% of construction valuation
FY2024-25
Trust Fund
Activity
Fiscal Year
Purpose of Expenditure
reservations
*- Includes funds collected by Development Agreement and other developments
**- Balance reflects the unreserved funds
Exhibit A
Dept.: Public Works
Project: N. Stelling/I-280 Bridge Pedestrian Lighting & Upgrades
Local Authority:
EXC-2007-06: Condition of Approval No. 21
TM-2007-02: Condition of Approval No. 24
Five Year Reporting & Findings Requirement:
1. The purpose of the N. Stelling/I-280 Bridge Pedestrian Lighting & Upgrades fee is to enhance the
pedestrian walkway along the east and west side of the North Stelling Road bridge that crosses
over Interstate 280. Public facilities to be funded with the fees were described in:
a. Villa Serra Apartments: ASA-2007-03: Condition of Approval No. 21, dated July 13,
2007 for Architectural Site Approval ($25,000 collected)
b. Las Palmas Subdivision: TM-2007-02: Condition of Approval No. 24, dated July 18,
2007 for Tentative Map Application ($25,000 collected)
2. A reasonable relationship exists between the North Stelling fee and the purpose for which the fee
was charged in that new development in the vicinity of the bridge increases pedestrian traffic
across the bridge. The need for improvements to the bridge, that were identified during the
review of the two projects, remains, as the bridge experiences increased pedestrian traffic due to
the two projects.
3. The sources and amounts of funding anticipated to complete the financing of the bridge
improvements are identified below:
• It is anticipated that the City of Cupertino General Fund will be used to supplement
revenue from fees.
4. The approximate dates on which the funding for the bridge improvements is expected to be
deposited into the appropriate account are identified in the Five-Year Report below.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expected
to be
Funded
by Fees
Amounts of
Funding
Anticipated
to Complete
the Project
Date for
Funding to
be Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Pedestrian
Lighting &
Upgrades –
N. Stelling/
I280 Bridge
$100,000 $56,812 50% Anticipated
that City will
fund the
remaining
cost of the
Spring 2027 Summer 2027 Fall 2027
Exhibit A
Annual Report
Amount of Fee: 25% Contribution to the total cost, based on estimated four projects contributing to
improvement.
FY 2024-25
Trust Fund Fiscal Expenditure To Date Loans/Transfers
Balance at
7/1/2024
$54,338 Amount $ -
Fees Collected 0 $ 50,000 Repayment Date
(est.)
na
Interest $2,474 $10,362
Expended 0 ($3,550)
Refunded 0 0
Balance at
6/30/2025
$56,812 $56,812
Exhibit A
Dept.: Public Works
Project: Stevens Creek Blvd. and Bandley Drive Signal Improvements
Local Authority:
ASA-2011-12: Condition of Approval No. 43
Five Year Reporting & Findings Requirement:
1. The purpose of the Stevens Creek Blvd and Bandley Drive Traffic Signal Improvement fee is to
partially fund upgrades to the traffic signal in order to improve the efficiency of the intersection.
Public facilities to be funded with the fees were described in:
a. Cupertino Crossroads: ASA-2011-12: Condition of Approval No. 43 dated November 17,
2011 for Architectural Site Approval ($25,000 collected)
2. A reasonable relationship exists between the Stevens Creek Blvd. and Bandley Drive Signal
Improvements fee and the purpose for which the fee was charged, in that the new development
has a driveway that connects directly to the signalized intersection and the development will
introduce additional vehicular and pedestrian traffic to the intersection. The need for the
improvements to the intersection, which were identified during the review of the project, remains.
3. The sources and amounts of funding anticipated to complete financing of the signal upgrades
improvements are identified below:
• Developer Fair-Share Contributions from other projects in the vicinity of the intersection.
• It is anticipated that the City of Cupertino General Fund will be used to supplement
revenue from fees.
4. The approximate dates on which the funding for the signal improvements is expected to be
deposited into the appropriate account are identified below.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expected
to be
Funded
by Fees
Amounts of
Funding
Anticipated
to Complete
the Project
Date for
Funding
to be
Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Stevens Creek
Blvd and
Bandley
Drive Signal
Contributions,
and General
Fund.
Funding
has been
provided.
Summer
2020
Winter 2026
Exhibit A
Annual Report
Amount of Fee: Contribution from expected nearby developments, based on estimated addition of traffic
to intersection.
FY2024-25
Trust Fund Fiscal Expenditure To Date Loans/Transfers
Balance at
7/1/2024
$14,115 Amount $ -
Fees Collected 0 $ 25,000 Repayment Date
(est.)
na
Interest $643 $2,884
Expended 0 Kimley Horn
Contract
($13,126)
Refunded 0 0
Balance at
6/30/2025
$14,758 $ 14,758
Exhibit A
Dept.: Public Works
Project: Traffic Mitigation at Homestead Rd and Lawrence Expressway
Local Authority:
TM-2012-04: Condition of Approval No. 87
Five Year Reporting & Findings Requirement: Provided for information only. Five years have not
elapsed since initial deposit.
1. The purpose of the Traffic Mitigation at Homestead Rd and Lawrence Expressway fee is to fund
improvements to the intersection in order to address traffic impacts from the project. Public
facilities to be funded with the fees were described in:
a. Main Street Cupertino: TM-2012-04: Condition of Approval No. 87, dated September 20,
2012 for Tentative Map application ($400,000 collected)
2. A reasonable relationship exists between the Traffic Mitigation at Homestead Rd and Lawrence
Expressway fee and the purpose for which the fee was charged, in that the development, in the
vicinity of the intersection, introduces additional traffic to the intersection. The County of Santa
Clara has estimated a cost to upgrade the intersection, and the Environmental Impact Report
assessed a fair share contribution from the project to address its portion of the impact. The need
for improvements to the intersection, as they were identified during the review of the project,
remains.
3. The sources and amounts of funding anticipated to complete financing of the intersection
improvements are to be identified by the County of Santa Clara.
4. The approximate dates on which the funding for the intersection improvements is expected to be
deposited into the appropriate account are identified below.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expecte
d to be
Funded
by Fees
Amounts of
Funding
Anticipated
to Complete
the Project
Date for
Funding to
be
Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Traffic
Mitigation at
Homestead
Rd and
Lawrence
Expressway
Bridge
determined
by the
County of
Santa Clara
When
adequate
funds have
been
acquired by
the County
to begin the
project.
Anticipated
Summer
2025
Fall 2025
Exhibit A
Annual Report
Amount of Fee: Based on Fair-Share Contribution assessed by Environmental Impact Report
FY2024-25
Trust Fund Fiscal Expenditure To Date Loans/Transfers
Balance at
7/1/2024
$448,321 Amount $ -
Fees Collected 0 $400,000 Repayment Date
(est.)
na
Interest $20,410 $68,731
Expended 0 0
Refunded 0 0
Balance at
6/30/2025
$468,731 $468,731
Exhibit A
Dept.: Public Works
Project: Traffic Calming to Mitigate Impacts from Main Street Cupertino
Local Authority:
TM-2012-04: Condition of Approval No. 93
Five Year Reporting & Findings Requirement: Provided for information only. Five years have not
elapsed since initial deposit.
1. The purpose of the Traffic Calming to Mitigate Impacts from Main Street Cupertino fee is to help
mitigate traffic impacts in the adjacent neighborhoods resulting from the project, for a period of 5
years following project occupancy. Public facilities to be funded with the fees were described in:
a. Main Street Cupertino TM-2012-04: Condition of Approval No. 93 dated 9/20/2012 for
Tentative Map application ($100,000 collected).
2. A reasonable relationship exists between the Traffic Calming fee and the purpose for which the
fee was charged, in that the development introduces additional traffic to the surrounding
neighborhoods. The City will utilize the funds as needed to address traffic impacts to the
surrounding neighborhoods, for a period of 5-years after occupancy.
3. The sources and amounts of funding anticipated to complete financing of the traffic calming
mitigations were collected with the project ($100,000).
4. The approximate dates on which the funding for the improvements is expected to be deposited
into the appropriate account are identified below.
5. The initial deposit was collected upon project occupancy in June 2018 and the funds have been
allocated to the Stevens Creek Blvd Class IV Bikeway project with expenditures expected to be
registered during FY24-25.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expected
to be
Funded
by Fees
Amounts of
Funding
Anticipated
to Complete
the Project
Date for
Funding to
be Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Stevens
Creek Blvd
Class IV
Bikeway
funded
Fees have
been
collected.
Development
Project
completed
2020
Winter 2026
Exhibit A
Annual Report
Amount of Fee: Estimated Full Cost of the Study and potential improvements.
FY2024-25
Trust Fund Fiscal Expenditure To Date Loans/Transfers
Balance at
7/1/2024
$112,080 Amount $ -
Fees Collected 0 $100,000 Repayment Date
(est.)
na
Interest $5,103 $17,183
Expended 0 0
Refunded 0 0
Balance at
6/30/2025
$117,183 $117,183
Exhibit A
Dept.: Public Works
Project: Creek Trail Improvements along Calabazas Creek
Local Authority:
TM-2012-04: Condition of Approval No. 47
Five Year Reporting & Findings Requirement: Provided for information only. Five years have not
elapsed since initial deposit.
1. The purpose of the Creek Trail Improvements along Calabazas Creek contribution is to
administer a creek trail plan, the necessary approvals and improvements for a new trail along
Calabazas Creek from Vallco Parkway to Interstate 280. Public facilities to be funded with the
fees were described in:
a. Main Street Cupertino: TM-2012-04: Condition of Approval No. 47 dated September 20,
2012 for Tentative Map application ($65,000 collected)
2. A reasonable relationship exists between the Creek Trail Improvements along Calabazas Creek
Fee and the purpose for which the fee was charged in that development in the vicinity of the
proposed creek trail introduces additional pedestrian traffic to the area, causing the need to
provide additional and alternative means of pedestrian access and recreation to new residents and
visitors to the development. The need for a new creek trail, as it was identified during the review
of the project, remains.
3. The sources and amounts of funding anticipated to complete financing of the project are
identified below:
• Developer Fair-Share Contributions from other projects in the vicinity of the proposed
creek trail location
4. The approximate dates on which the funding for the trail improvements is expected to be
deposited into the appropriate account are identified in the Five-Year Report on the next page.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expected
to be
Funded
by Fees
Amounts of
Funding
Anticipated
to Complete
the Project
Date for
Funding to
be Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Creek Trail
Improvements
along
Calabazas
Creek
Developer
Contributions
are needed to
complete the
project
Developer
contributions
obtained
when
adjacent
properties
redevelop.
Anticipated
Exhibit A
Annual Report
Amount of Fee: Contribution equivalent to 1/3 of the estimated cost of creek trail plan
FY2024-25
Trust Fund Fiscal Expenditure To Date Loans/Transfers
Balance at
7/1/2024
$ 72,854 Amount $ -
Fees Collected 0 $ 65,000 Repayment Date
(est.)
na
Interest $3,316 $11,170
Expended 0 0
Refunded 0 0
Balance at
6/30/2025
$76,170 $76,170
Exhibit A
Dept.: Public Works
Project: Parking Conversion Fund along Vallco Parkway
Local Authority:
TM-2012-04: Condition of Approval No. 67
Five Year Reporting & Findings Requirement:
1. The purpose of the Parking Conversion Fund along Vallco Parkway is to enable the City to
convert the angled parking spaces along the south side of Vallco Parkway to parallel parking
spaces and an additional east-bound traffic lane. Public facilities to be funded with the fees were
described in:
a. Main Street Cupertino: TM-2012-04: Condition of Approval No. 67 dated 9/20/2012 for
Tentative Map application ($450,000 collected)
2. A reasonable relationship exists between the Parking Conversion Fund along Vallco Parkway and
the purpose for which the fund was collected in that new development is adjacent to this section
of Vallco Parkway, and the development added angled parking along Vallco Parkway to serve the
development which reduced the number of east-bound lanes as part of their project. The Fund
will permit the City to reestablish the east-bound lane that was lost, due to the development,
should it be found that the additional lane is necessary to serve the public. The fund is based on
the estimated cost to perform the work. The need for the funds, that were identified when the
funds was imposed, remain, as the surrounding area is currently planned to further develop.
3. The sources and amounts of funding anticipated to complete financing of the conversion were
collected with the project ($450,000).
4. The approximate dates on which the funding for the conversion is expected to be deposited into
the appropriate account are identified below.
5. The initial deposit was collected upon project occupancy in June 2018 and is expected to be
utilized at the City’s discretion to remove angled parking and/or add an additional vehicle lane
along Vallco Parkway. The City will continue to evaluate Vallco Parkway layout for traffic
concerns through June 2028.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expect
ed to
be
Funded
by Fees
Amounts of
Funding
Anticipated
to Complete
the Project
Date for
Funding to
be Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Parking
Conversion
Fund along
Vallco
Parkway
additional
funds
needed at
this time.
Fees have
been collected.
Development
Project
completed
Exhibit A
Annual Report
Amount of Fee: Estimated Full Cost of the potential improvements.
FY2024-25
Trust Fund Fiscal Expenditure To Date Loans/Transfers
Balance at
7/1/2024
$504,361 Amount $ -
Fees Collected 0 $450,000 Repayment Date
(est.)
na
Interest $22,961 $77,322
Expended 0 0
Refunded 0 0
Balance at
6/30/2025
$527,322 $527,322
Exhibit A
Dept.: Public Works
Project: Funding of Neighborhood Cut-through Traffic and Parking Intrusion Monitoring
Local Authority:
TM-2011-03: Condition of Approval No. 49
Five Year Reporting & Findings Requirement: Provided for information only. Five years have not
elapsed since initial deposit.
1. The purpose of the Funding of Neighborhood Cut-through Traffic and Parking Intrusion
Monitoring Fee is to monitor and address traffic and parking intrusion, in neighborhoods adjacent
to the project site, due to the practices of employees who will work at the project site. Public
facilities to be funded with the fees were described in:
a. Apple Campus 2: Ordinance 13-2114: Resolution Approving Apple Campus 2
Development Agreement – Section 3.13 and TM 2011-03: Condition of Approval No. 47
dated 10/15/2013 for Tentative Map Application ($850,000 collected)
2. A reasonable relationship exists between the Funding of Neighborhood Cut-through Traffic and
Parking Intrusion Monitoring fee and the purpose for which the fee was charged in that the traffic
from the development, for which the fee is to be used to monitor, has not yet materialized because
the development has not been fully constructed or occupied. The City will begin monitoring
activities in the fall of 2017. The $850,000 fee was based on an estimate of the cost to perform
the monitoring and make minor modifications to address traffic and parking intrusion concerns.
The need for traffic and parking intrusion monitoring, as it was identified during the review of the
project, remains. The traffic, for which the fees are to be used to monitor, has not yet
materialized.
3. The sources and amounts of funding anticipated to complete monitoring and improvements were
collected with the project ($850,000).
4. The approximate dates on which the funding for the monitoring is expected to be deposited into
the appropriate account are identified below.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expected
to be
Funded
by Fees
Amounts of
Funding
Anticipated to
Complete the
Project
Date for
Funding to
be
Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Funding of
Neighborhood
Cut-through
Traffic and
Parking
Intrusion
funds needed
at this time.
Fall 2017 Summer 2017 Winter 2026
Exhibit A
Annual Report
Amount of Fee: Estimated Full Cost of the Study and potential improvements.
FY2024-25
Trust Fund Fiscal Expenditure To Date Loans/Transfers
Balance at
7/1/2024
$908,034 Amount $ -
Fees Collected 0 $850,000 Repayment Date
(est.)
na
Interest $41,338 $140,850
Expended 0 IDAX &
Stantec
Consulting
Exhibit A
Dept.: Public Works and Information & Technology
Project: Implement a Traffic-Adaptive Traffic Signal System along De Anza Blvd
Local Authority:
TM-2011-03: MitigationTRANS-13c
Five Year Reporting & Findings Requirement: Provided for information only. Five years have not
elapsed since initial deposit.
1. The purpose of the Traffic-Adaptive Traffic Signal System along De Anza Blvd fee is to
implement traffic-adaptive technology to the traffic signals along DeAnza Blvd within the
jurisdiction of the City of Cupertino. Public facilities to be funded with the fees were described
in:
a. Apple Campus 2: Ordinance 13-2114: Resolution Approving Apple Campus 2
Development Agreement – Section 3.13 and TM-2011-03: Mitigation TRANS-13c, dated
10/15/2013 for Tentative Map application ($50,000 collected)
2. A reasonable relationship exists between the traffic-adaptive traffic signal system along De Anza
Blvd fee and the purpose for which the fee was charged in that new development will introduce
additional traffic to DeAnza Boulevard, and more efficient traffic signal timing will be needed to
address the additional traffic. The fee was based on a fair-share contribution of the estimated
total cost to install the traffic-adaptive technology. The need for traffic-adaptive technology, as it
was identified during the review of the project, remains.
3. The sources and amounts of funding anticipated to complete the traffic-adaptive technology
upgrades will be provided through fair-share contributions from other developers that impact the
corridor.
4. The approximate dates on which the funding for the traffic adaptive technology is expected to be
deposited into the appropriate account are identified below.
5. The funds are intended to be allocated to the De Anza Blvd Traffic Adaptive Signalization special
project with expenditures expected to be registered during FY25-26.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expected
to be
Funded
by Fees
Amounts of
Funding
Anticipated
to Complete
the Project
Date for
Funding to
be Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
De Anza Blvd
Traffic
Adaptive
Contribution
and General
Fees have
been
collected.
2025
Summer 2026
Exhibit A
Annual Report
Amount of Fee: Based on Fair-Share Contribution assessed by engineer’s cost estimate
FY2024-25
Trust Fund Fiscal Expenditure To Date Loans/Transfers
Balance at
7/1/2024
$56,040 Amount $ -
Fees Collected 0 $ 50,000 Repayment Date
(est.)
na
Interest $2,551 $8,591
Expended 0 0
Refunded 0 0
Balance at
6/30/2025
$58,591 $58,591
Exhibit A
Dept.: Public Works
Project: Contribution towards Stevens Creek Blvd. Bicycle Lane Improvements
Local Authority:
ASA-2018-01: Condition of Approval No. 43
Five Year Reporting & Findings Requirement:
1. The purpose of the Stevens Creek Blvd. Bicycle Lane Improvement fee is to partially fund
upgrades to the bicycle lanes on Stevens Creek Blvd in order to improve and enhance the safety
of the bicycle lanes. Public facilities to be funded with the fees were described in:
a. Target Improvements: ASA-2018-01: Condition of Approval No. 22 dated August 14,
2018 for Architectural Site Approval ($75,000 collected)
2. A reasonable relationship exists between the Stevens Creek Blvd. Bicycle Lane Improvements
fee and the purpose for which the fee was charged, in that the new development abuts Stevens
Creek Blvd., and will introduce additional traffic to the area. The need for the improvements to
the bicycle lanes, which were identified during the review of the project, remains.
3. The sources and amounts of funding anticipated to complete financing of the improvements are
identified below:
• Developer Fair-Share Contributions from other projects along Stevens Creek Blvd.
• It is anticipated that the City of Cupertino General Fund will be used to supplement
revenue from fees.
4. The approximate dates on which the funding for the improvements is expected to be deposited
into the appropriate account are identified below.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expected
to be
Funded
by Fees
Amounts of
Funding
Anticipated
to Complete
the Project
Date for
Funding
to be
Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Stevens Creek
Bicycle Lane
Improvements
(Wolfe Rd to
Contributions
and General
Fund
Winter
2021 2021
Summer 2027
Exhibit A
Annual Report
Amount of Fee: Contribution from developments, based on estimated costs to construct facilities along
property frontages.
FY2024-25
Trust Fund Fiscal Expenditure To Date Loans/Transfers
Balance at
7/1/2024
$81,307 Amount $ -
Fees Collected 0 $ 75,000 Repayment Date
(est.)
na
Interest $3,701 $10,008
Expended 0 0
Refunded 0 0
Balance at
6/30/2025
$85,008 $85,008
Exhibit A
Dept.: Public Works
Project: Hwy 85/Stevens Creek Blvd Caltrans Intersection Improvements
Local Authority:
DP-2018-05: Public Works Condition of Approval No. 1
Five Year Reporting & Findings Requirement:
1. The purpose of the Hwy 85/Stevens Creek Blvd Caltrans Intersection Improvements fee is to
fully fund upgrades to vehicle lanes on Stevens Creek Blvd westbound at the Hwy 85 intersection
in order to improve and enhance safety. This work is located within Caltrans jurisdiction. Public
facilities to be funded with the fees were described in:
a. Westport Improvements: DP-2018-05, Public Works Condition of Approval No. 1 dated
August 18, 2020 for Development Permit Approval ($600,000 collected)
2. A reasonable relationship exists between the Hwy 85/Stevens Creek Blvd Caltrans Intersection
Improvements fee and the purpose for which the fee was charged, in that the new development
abuts Stevens Creek Blvd, and introduces additional traffic to the area. The need for the
improvements, which were identified during the review of the project, remains. The development
project was originally conditioned to construct these improvements. However, the City accepted a
developer contribution in-lieu of construction.
3. The sources and amounts of funding anticipated to complete financing of the improvements are
identified below:
• Developer Fair-Share Contributions from other projects along Stevens Creek Blvd.
4. The approximate dates on which the funding for the improvements is expected to be deposited
into the appropriate account are identified below.
Five-Year Report
Incomplete Project that Was Identified When Imposing the Fee:
Project
Description
Total
Estimated
Cost
Fund
Balance
6/30/2025
%
Expected
to be
Funded
by Fees
Amounts of
Funding
Anticipated
to Complete
the Project
Date for
Funding to
be
Deposited
in Fund
Estimated
Beginning
Date
Estimated
Completion
Date
Hwy
85/Stevens
Creek Blvd
Caltrans
Intersection
Improvements
$600,000 $607,633 100% Developer
Contributions
Fees have
been
collected.
Development
Project
completed
Exhibit A
Annual Report
Amount of Fee: Contribution from development, based on estimated costs to construct facilities.
FY2024-25
Trust Fund Fiscal Expenditure To Date Loans/Transfers
Balance at
7/1/2024
$600,000 Amount $ -
Fees Collected 0 $ 600,000 Repayment Date
(est.)
na
Interest $7,633 $7,633
Expended 0 0
Refunded 0 0
Balance at
6/30/2025
$607,633 $607,633
Exhibit A