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105-D. Applicant's Justification Letters.pdf USE MODIFICATION JUSTIFICATION FOR 5 VRS 2 RETAIL CONDO UNITS Menlo Equities is seeking a modification to our Use Permit to allow the approved 6,400sf of retail space to be in 5 separate retail condominiums as shown below in our DRE approved condominium plan. We received City approval for our condominium map which merely states that the site is approved for “condominium purposes” and does not specify the number of residential or retail units. We received Planning approval to “construct two mixed-use buildings consisting of 107 units and 6,400 square feet of retail space.” Given that the retail space has to be legally separated from the residential units and that the retail space is in two separate buildings, there had to be at least 2 legal retail condominium units. It had not occurred to us that City permission was required to create 5 legal retail units versus just 2 legal units. While the Use Permit does not specifically state this, it does not specifically prohibit it either. One of the factors that lead us to create 5 retail units versus just have 2 retail units was to create retail units about the same square footage as the average residential unit so that when the HOA costs were being allocated, some on a square footage basis and some per unit, the per unit allocation was evenly assessed to the retail units as well as the residential units. See attached square footage sheet. Further, we expected to lease the retail space in the sizes that broke down into 5 retail units, not 2 retail units; and therefore, planned the front door access, underground utilities, future restrooms, etc. for 5 retail units. This 5 retail unit scheme was depicted on the plans that were submitted to the City for approval, as shown on the following page. Subsequently, Menlo Equities became aware that the City is concerned that if the retail units are separately owned they may not be coordinated as a cohesive “retail” center in terms of (1) future redevelopment, (2) leasing and (3) maintenance. 19505 Stevens Creek Blvd 19501 Stevens Creek Blvd Bld A - Retail Units Bld B - Retail Units Unit # Unit SF % of Total Unit # Unit SF % of Total 101 1,273 20% 101 1,289 20% 102 1,273 20% 102 1,278 20% Total Bld A 2,545 40% 103 1,289 20% Total Bld B 3,855 60% First, Metropolitan at Cupertino has only five retail units and these retail units are split between two buildings with residential units on top and behind the retail units. We don’t have a “retail” center, but merely 2,545 square feet under one residential building and 3,855 square feet under another residential building. Renovation of the exterior of the retail units requires the approval of the Metropolitan at Cupertino Condominium Owners Association (HOA) architectural review board because the retail units, as well as the residential units, are subject to the Metropolitan at Cupertino CC&Rs. Therefore, if one retail unit owner wanted to make exterior renovations to his unit or adjacent common area, the HOA’s approval (as well as the City’s) would insure that any changes made created a cohesive look for the entire Metropolitan at Cupertino street frontage, not just one particular retail unit. Redevelopment of the retail space is almost impossible since this would require coordination of 107 residential unit owners which is unlikely to occur whether there is one retail owner of all 5 retail units or 5 separate retail unit owners. Second, coordination of leasing to create synergies among tenants is done when you have a shopping center with a critical mass of retail space AND have demand for the retail space. This isn’t a “shopping center” and our leasing prospects are poor due to the negative parking situation – no street parking and onsite parking on the side of the buildings versus along the street frontage. We are NOT is a position to pick and choose among retailers in order to create synergy and even if the retail marketplace improves in the future, there is not enough retail square footage to coordinate synergies. We have to take any retailer who is interested. This will be the case whether there are 5 retail unit owners and or just one owner of all 5 retail units. Any overlap in similar tenants will either thrive because the marketplace can absorb both, or it will be corrected by the marketplace when one of the tenants fails to thrive. Third, the City requested information on how the common areas are to be maintained with separate ownership of the retail units. Maintenance of the exterior of the buildings, including the retail units, and the common area is controlled by the CC&Rs. There are 107 residential and 5 retail units at Metropolitan at Cupertino. All 112 units are subject to the CC&Rs, are members of the Metropolitan at Cupertino Condominium Owners Association (“HOA”) and are required to pay monthly assessments. The HOA maintains ALL buildings and ALL common area, as outlined in Section 1.12 and 5.1 of the CC&Rs and the cost of such maintenance is included in the monthly assessments which all 112 units must pay. The individual unit owners – residential and retail - are responsible for maintaining the interior of their units and their exclusive common area as noted in Section 7.30. The exclusive common area for the retail units is the two plazas – one in front of each building as shown in the condo plan. Per CC&Rs Section 7.2, each retail unit gets to the use the portion of the retail plaza that is adjacent to their unit and they have to adhere to the Retail Plaza Standards adopted by the HOA. The Retail Plaza Standards are attached. The purpose of the Retail Plaza Standards is to clarify what each Retail Unit Owner’s plaza rights and responsibilities are as well as create a cohesive furniture and accessories look for each Retail Plaza. If the unit owners, residential or retail, do not maintain their units or exclusive common area in a professional manner, the HOA will do so and add the cost to the unit owner’s monthly assessment (CC&Rs 7.30(F)). In summary, we think that the City’s concerns are addressed through CC&R’s and/or the retail market dynamics. We also think that allowing Metropolitan at Cupertino residential owners the opportunity to buy a retail unit is synergistic and one of the benefits of the mixed-use concept. We ask that the City permit the 6,400sf of approved retail space be split into 5 retail condominium units at Metropolitan at Cupertino. JUSTIFICATION FOR ADDITIONAL MEDICAL USE We are seeking permission to allow 60% of our approved 6,400sf of retail space or 3 of our 5 retail units to be leased to medical users. Per the City Zoning Map, our site is within an area zoned for Mixed-Use Planned Development P(CG, O, ML, Hotel & residential). Our specific zoning is as follows: ORDINANCE NO. 1929 AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF CUPERTINO REZONING A 7.74-ACRE PARCEL FROM P(CG, O, ML, HOTEL) OR PLANNED DEVELOPMENT WITH GENERAL COMMERCIAL, OFFICE, LIGHT INDUSTRIAL AND HOTEL USES TO P(COM, OFF, RES) OR PLANNED DEVELOPMENT WITH COMMERCIAL, OFFICE AND RESIDENTIAL USES. Per the City zoning code, “Office” means: 1. “Administrative or executive offices” including those pertaining to the management of office operations or the direction of enterprise but not including merchandising or sales services. 2. “Medical office” means a use providing consultation, diagnosis, therapeutic, preventative or corrective personal treatment services by doctors, dentists, medical and dental laboratories, and similar practitioners of medical and healing arts for humans, licensed for such practice by the State of California and including services related to medical research, testing and analysis. 3. “Professional offices” such as those pertaining to the practice of the professions and arts including, but not limited to, architecture, dentistry, engineering, law and medicine, but not including sale of drugs or prescriptions except as incidental to the principal uses and where there is external evidence of such incidental use. Hence, our zoning permits medical office use and there were no limitations put on how much of the 6,400sf is office or commercial and what percentage of administrative, medical or profession offices are permitted. Since our project is a Planned Development approval, our PD approved zoning is specific to our site and supersedes the background zoning for Vallco South, the General Plan and/or Heart of the City Plan limitations. The Heart of the City Plan contains limitations on the percentage of administrative or executive offices and professional offices, but does not specifically limit medical offices. The 25% limitation on “other uses that do not involve the direct retailing of goods or services to the general public” is only applicable to the medical office use that does not 1 provide services to the general public. If the office use, medical or otherwise, provides services to the general public, then this 25% limitation does not apply. We are requesting the right to lease to medical users who provide services to the public, which is why they want to locate in what is viewed as retail space versus office space. Our Use Conditions state that we have approval for “and 6,400 square feet of retail space.” Neither “retail” or “commercial” is defined in the municipal code, nevertheless, one commonly thinks of commercial defined as both retail and office uses. Presuming this common terminology, then retail falls under General Commercial (GC) zones which permit the following: C. Professional, general, administrative, business offices, business services, such as advertising bureaus, credit reporting, accounting and similar consulting agencies, stenographic services, and communication equipment buildings, except that such uses shall not comprise more than twenty-five percent of the building space in a shopping center; Medical office is presumed to be under “general office” category given that it is defined as an office use and since there is no other location within General Commercial (GC) or within Administrative and Professional Office (OA) where it is listed as a permitted, conditional or excluded use. Please note that the Administrative and Professional Office (OA) permits professional office uses without limitations. The “shall not comprise more than twenty-five percent of the building space in a shopping center” does not apply. It does not state that there shall be no more than 25% of the retail square footage in a mixed use project, but refers to a limitation on shopping centers. It is a stretch to say that our 6,400sf of retail under residential constitutes a shopping center; hence, I see no reason that we are not permitted to lease our commercial/office/retail square footage to 100% medical users as long as we can demonstrate that they service the public and that there is adequate parking. Nevertheless, we are restricting our request to 60% medical use – in the 3 units in Building B at 19501 Stevens Creek. We currently have one medical office user (20% of our retail space), an optometrist in 19501 Stevens Creek, Unit 103, who not only services the general public but also retails eyewear. We would like to put a dentist in Units 101 and 102 in Building B at 19501 Stevens Creek. The dentist will be serving the public. 2 19505 Stevens Creek Blvd 19501 Stevens Creek Blvd Bld A - Retail Units Bld B - Retail Units Unit # Unit SF % of Total Unit # Unit SF % of Total 101 1,272 20% 101 1,289 20% 102 1,272 20% 102 1,278 20% Total Bld A 2,544 40% 103 1,289 20% Total Bld B 3,855 60% Units 101 and 102 in Building A at 19505 will be more traditional retail. Currently we have Sholin Karate Academy in one and a nail salon in the other. While we would prefer to have national, established retailers in all of our retail space, we have been unable to attract these tenants over the last 4 years. Markets have peaks and valleys that cause retailers to expand and contract; however, our space has not been sought after in the peaks leading us to conclude that even the most robust market is not going to alter the situation for these units. There are many reasons: The parking is problematic because is it hidden from view on the side of the buildings versus in front where it is obvious to shoppers. There is no street parking allowing for quick in and out. 3 We have so little square footage that we get no spillover from one tenant to the next – in other words, our space does not function as a shopping center but merely as a couple of isolated retailers. There is no synergy with Vallco Mall since there is no pedestrian traffic along Stevens Creek connecting the Mall with our retail and their entire retail focus is inward. The adjacent HP vacant land does not assist with retail foot traffic. Even the proposed Toll Brothers plan would not have helped because the street frontage was to be City Park, followed by inward facing retail & parking and then residential – contradicting the Heart of the City Plan that Metropolitan at Cupertino had to adhere in. Why did we build the retail or design it with parking that is incongruent with market requirements? We were required to by the City to build it and the design was dictated by the Heart of the City Plan. The Heart of the City Plan’s vision for Stevens Creek does not take into account the existing conditions. Stevens Creek is a busy 3 lane each way thoroughfare, not a pedestrian friendly street with parking that is conducive to strolling along and shopping. Until major modifications are made to Stevens Creek, neighborhood retail space along the street frontage with parking behind will not be successful. For that reason we ask the City to be flexible with our permitted uses until such time that traditional retail use is able to thrive in this location. Our specific request is for an exception to the Heart of the City Plan to allow for 60% of our 6,400sf to be leased as medical office which serves the public, if such exception is needed. 4 PARKING FOR 60% MEDICAL USE There are 25 spaces surface spaces available for retail parking as shown below. The th CC&Rs specify that the 24 spaces in the first section are exclusively for retail. The 25 space is a handicap space in the next section. The HOA security personnel monitor the use of these retail spaces and insure that they are available for retail users. With 60% medical use, the parking requirements will be as follows: Square% of Retail Parking Retail Parking 19501 Stevens Creek (Bld "B") FootageTotal SF Required 1/250sf Required 1/175sf Unit 101 1,289 20% 5 7 Unit 102 1,278 20% 5 7 Unit 103 1,289 20% 5 7 Total Bld B 3,856 60% 15 22 SquareRetail Parking Retail Parking 19505 Stevens Creek (Bld "A") Footage Required Required Unit 101 1,272 20% 5 5 Unit 102 1,272 20% 5 5 Total Bld A 2,544 40% 10 10 TOTAL 6,400 100% 25 32 The additional 6 retail parking spaces will be provided in the residential underground garage. Currently, 57 spaces are reversed for office use as provided for in the CC&Rs. 5 Since we have completed the shared parking lots/garages, we have found that at most we have used about 25 spaces of the 57 for office. It varies with the occupancy of the office building. We have offered the unused office spaces in the condo garage to our residential condo owners on a monthly basis and still have 20 or more “office” condo garage spaces unassigned. What this tells us is that the 3.5 spaces/1,000sf is a good guide but our actual office need is somewhat less than that. At 95% occupancy (we never get more than that and this is what we consider full occupancy) we need as most 342 spaces. If we give 6 of “office” condo spaces to the retail tenants, we still have 355 spaces for the office tenants, allowing us some spare above the 342. Please see the attachments. We will require the retail business owners, including the non-medical users, to park in the underground garage, freeing up the retail spaces at grade for retail visitors. 6