HomeMy WebLinkAbout2004-04-21 e-packetSPECIAL MEETING
CITY COUNCIL
OF THE
CITY OF SOUTH SAN FRANCISCO
P.O. Box 7]i1 (City Hall, 400 Grand Avenue)
South Sam Francisco, California 94083
CiTY HA. LL CONFERENCE ROOM
400 (;RAND AVENUE
WEDNESDAY, APRIL 21, 2004
6:00 P.M.
NOTICE IS; ttEREBY GIVEN, pursuant to Section 54956 of the Government Code of the
State of California, the City Council of the City of South San Francisco will hold a Special Meeting
on Wednesday, the: 21st day of April, 2004, at 6:00 p.m., in the City Hall Conference Room, 400
Grand Avenue, Somh San Francisco, California.
Puq>ose of the meeting:
t. Call to Order
2. Roll Call
3. Public Comments - comments are limited to items on the Special Meeting
Agenda
Study Session
a) Willow Gardens Revitalization
b) Options for Raising Revenues
Adjournment
lerk
/I GEND/I ITEM 4a
Willow Gardens is a planned unit development
constructed in 1964 consisting of 53 tbur plex
buildings.
The residential buildings are privately owned
and the common greens were dedicated to thc
City to own and manage.
There are 47 out of toxvn oxvners and i i owners
who live in the City.
The City established and Landscape and
Lighting Maintenance District for an eight year
period to undertake improvements to the
common greens.
Willow Gardens
Neighborhood
The development is poorly designed, without
typical residential amenities such as tree lined
sidewalks, architectural details, private entries or
adequate trash enclosures.
The design of the PUD does not provide a sense
of place and the units do not have a clear entry
or "eyes on the street".
The buildings have sufi-'ered fi'om neglect and
disinvestment lbr many years.
For over 25 years, the City has received
numerous police and code complaints regarding
deteriorating conditions and illegal activities.
The character of the neighborhood has been
defined by vanda.ism., broken windows, graffiti,
trash, broken down cars and buildingb in
disrepair with numerous building code violations
and no property management.
Between [ 991 and 1998, the City organized an
interdepartmental task force to address the on-
going problems in the neighborhood, without
SUCCESS.
Willow Gardens Revitalization
in 1998 and 1999 the City asked Mid Peninsula
Housing Coalition to assist the ('ltv in its efforts to
turn the neighborhood around.
Mid Peninsula and Pyatok Associates undertook a
design phase to address the lack of architectural
detail evident in the buildings and to attempt to
create nest' designs providing residential
neighborhood amenities and a "sense of place".
in 1999, City Council approved a master agreement
with Mid Peninsula and a budget of $15 million to
acquire 16 buildings that ~sere to be rehabilitated
and managed by Mid Peninsnla as affordable units
for Iow and moderate incom_e families.
l-he financial mechanism included redeveiopmen~
funds, state tax credits, housing bonds and federal
resources.
The E! Camino Redexelopment Project Area
amended in 2001, incorporating the XVillo~' Gardens
neighborhood in order to allow the expenditure of
· -atla~,~lnnmc~nt t'~,~d¢ "n thc, nrc~nneocl ro~'it,~li~tinn
effort.
It was pro.jected that buildings could be acquired for
$400,000 and rehabilitated for $100,000 per
structure, svithin a ten 3'ear period.
Since approval of the revitalization plan for Willow Gardens, the
economy has changed dramatically and the cost of the four plex
structures has risen from $400,000 to $850,000.
The increase in the sales price of the structures has had a detrimental
impact on conditions in the area, as prices rise so do rents, and building
conditions continue to deteriorate. Leaking roofs and windows,
accumulated garbage and increased vandalism have continued to plague
the neighborhood and absentee owners have not risen to the occasion by
making improvements to their property. In fact, there have been two
wiring and misuse of electrical outlets.
Revitalization Concept
· Acquisition of critical mass of
buildings
· Establish site control and presence in
the neighborhood
· Redesign buildings to create visual
and structural improvements
· Public improvements to create the
feeling of single family homes
· Establish on site professional
management and maintenance
· Low interest loan program available
to other property owners with
practical design guidelines
· Improved landscaping of public and
private spaces
· Pedestrian oriented waikways
throughout the neighborhood
· increased code enforcement actions
a~ainqt code violations
990, 996,982 Brusco
Units Acquired :l:n
December of 2002
Way
Alley Behind Brusco Way Units
i
395 Susie Way
Typical Bathroom Conditions Before Remodeling By Mid Peninsula
Typical Bathroom After Remodel By Mid Peninsula
Typical Bathroom
After Remodel By Mid Peninsula
TYPical Condition 0£ Walls ~4nd
~i ':i~, · DOors
Typical Kitchens During Remodel By Mid Peninsula
Typical Dining
Rooms and
Kitchens After
Remodel
Susie Way Fence
Before and After Replacement
Revised Willow Gardens Design
J) roj)o,~ed J:~Jev;HioIls
Comparison Of Existing And
Proposed Design For All Units
Owned By Mid Peninsula
FIRST FLOOR PLAN
SECOND FLOOR PLAN
Proposed Rehabilitation Budget
Scope of Work
Garage & Sidewalks
Hallways & Interior Stairs
Siding, Stucco, Trim & Windows
Doors, Windows, Cornices & Decks
Sub-Total Construction
Contingency, Management & Design
Grand Total Estimate
Total Estimated Per Unit Cost
Interior Rehabilitation Total Cost*
interior Per Unit Cost
$ 460,000
Estimated Cost
$116,420
$ 35,500
$109,300
$148,500
$ 409,720
$145,000
$ 554,720
$ 19,811
(previously completed)*
Mid Peninsula proposes to use an existing letter of credit to finance the
cnn<tn,eticm ec~t~ and then refinance existing acquisition/rehabilitation loans
with a 501(C) (3) bond. The project revenues will then cover the future debt
service for the total construction cost of the proposed improvements.
Staff Xeport
Date:
1~o:
From:
Subject:
April 2 l, 2004
Honorable Mayor and City Council
Jim Steele, Director of Finance
Options for Raising Revenues
AGENDA ITEM 4b
RECOMMENDATION:
It is recommended that the City Council review the information on taxes and other revenue
raising options contained in this report and provide staff with direction at the April 21
study session.
BACKGROUND/DISCUSSION:
At thc: March 17 study session, the City Council was presented with preliminary information that
the Budget Subcornraittee of the City Council (Councilmembers Green and Femekes) had
discussed as part of their budget review meetings with staff earlier in March. This staff report
contains additional background information on taxes and other revenue raising options that the
Council may want to consider given the precarious State budget situation and the cumulative
City budget cuts made to date of about $6.9 million over the past three fiscal years. This report
is organized as follows:
Additional information on raising the Transient Occupancy Tax by $1.00 and/or
implementing a new Billboard/Outdoor Advertising Tax;
II. Proposition 218 definitions of general vs. special taxes;
III. Proposition 218 requirements for timing of tax elections;
IV. Summary matrix on tax options/tirmng;
V. Other revenue raising options provided for Council's information.
I. Additional information on specific taxes
Council asked for additional information on raising the Transient Occupancy Tax (TOT) and
levying a new tax on outdoor advertising (billboards).
Staff Report
April 21, 2004
Subject: Options for Raising Revenues
Page 2 of 8
A. Transient Occupancy Tax (TOT) increase
CmTent Rates:
The current TOT rate is 8%. (Unlike the other cities in San Mateo County, South San Francisco
has an additional $2.50/room/night tax approved by the voters specifically to support the
Conference Center). TOT rates for the other cities in San Mateo County are as follows:
TOT Survey -- April 2004
City Rate
Belmont
Brisbane
Burlingame
County
East Palo Alto
Foster City
Vlenlo Park
Millbrae
Pacifica
Redwood City
San Bruno
San Carlos
San Ivlateo
South San Francisco
10%
10%
10%
10%
12%
8%
10%
10%
10%
10%
10%
10%
10%
8%+$2.50
It is worth noting that with the $2.50 per night conference center tax, South San Francisco's
effective TOT rate is ihigher than 8%. Also note that the higher the average room rate is, the less
of a difference the $2.50/night tax makes, on the effective TOT rate that a traveler pays. That is,
$2.50 provides less of an impact to hotel guests when measured against a room that goes for
$120/night than wheat compared against a room that goes for $70/night. The table below gives
examples:
Effective TOT Tax at Different Room Rates:
(includes $2.50/room/night Conference (;enter Tax)
At At
Room Rate 8.0 % 9..0 %
$70.00 11.6% 12.6%
$90.00 10.8% 11.8%
$100.00 10.5% 11.5%
$110.00 10.3% 11.3%
$120.00 10.1% 11.1%
Staff Report
April 21, 2004
Subject: Options for Raising Revenues
Page :3 of 8
Revenue Generated
There are roughly 3,000 hotel and motel rooms available for rental irt South San Francisco. The
most recent 12 months' data for the period March 2003 through February 2004 shows that
average occupancy was 60.4%, and the average room rented for $70.48. City TOT (8%) revenue
(not counting the $2.50/night tax that goes to the Conference Center) totaled the following for
the past 3 fiscal years:
2000-01 2001-02 2002-03 2003-04- (est.)
$6.1 million
$4.0 million $3.9 million
$4.0 million
At these revenue levels, a 1% increase in the TOT (from 8 to 9%) would have generated an
additional $762,000 in 2000-01 when room and occupancy rates were higher, and an additional
$488,000 in 2002-03 and in 2003-04 (projected).
B. Billboard/outdoor advertising tax
Council asked about the feasibility of' charging companies that rent/lease billboard space.
Presumably, the most straightforward way to address this would be to ask voters to amend the
City's current Business License Tax to include a new section for a tax on billboard
owners/operators. Several cities in California have such a tax (see table below). Some of those
cities charge a fiat annual tax, and others charge a percentage of the gross receipts on the
advertising rental revenue received. Note that a tax on gross receipts tends to generate more tax
revenue potential. If the Council were interested in pursuing this option, it may want to direct
staff to draft a measure with the Attorney's Office that specifically focuses on outdoor
advertising contained[ on larger billboards, and exclude smaller advertising. Examples that the
Council may want to exclude from taxation could be signs for a business specifically at its own
prope, rty, or small signs not placed on city streets that advertise local businesses (such as at a
little league ball field).
While billboard taxes are relatively uncommon in California, below is; information received from
other California cities that do have a billboard tax. Note that two of the cities that responded to
the survey, Brisbane and Emeryville have relatively higher tax rates than those of the other cities.
However, because of the limited number of billboards within their city limits in those two small
communities, the revenue that those two cities generate is not significant. Council should be
aware that based on feedback from one city that considered revenue measures impacting
billboard companies in the past, that the large billboard companies in that city mounted an
extensive lobbying effort against efforts; to tax and/or regulate thern, citing freedom of speech
argurnents.
Staff Report
April 21, 20O4
Subject: Options for Raising Revenues
Page 4 of 8
Cities in California w/Business License Tax on Billboards
City Population
Brentwood 38,000
How Char~ed
.3% of first $500K in gross receipts,
adjusted for amounts over $500K
Est. Annual
Revenue
unknown
Brisbane 3,600
8% of gross receipts
One operator/
confidential
Emeryville 7,550 3.5% of gross receipts $2,500
Morgan Hill 35,000 $10/billboard small
Oroville 13,270 $25/year plus $1 O/billboard $425
Oxnard 182,000 $210 per company plus $3.00 per small
billboard
Santa Monica 91,000 $75/lst $60,000 rev; .3% of revenue small
thereafter
Tustin 70,000 $50/sign/year small
Estimates of annual business license 'taxes that could be received from charging a gross
percentage of billboard revenue are shown below. The estimates for South San Francisco range
from $8,000-$1.1 million annually, and are meant only to give Council an idea of the possible
ranges of revenue, and are very preliminary estimates only. These estimates are based on an
informal count of the number of billboards on E1 Camino Real (4 billboards with 7 total faces)
and/or visible from the 101 freeway but located in South San Francisco (11 billboards with 19
total :faces). The estimates are also based on informal observations made by the Economic and
Community Development as it has been involved in business attraction efforts in South San
Francisco over the years. Note that the revenue ranges vary widely, with billboards adjacent to a
freeway being much :more expensive to rent. Revenue ranges also vary widely dependent on the
strength of the economy. During strong economic times, such as befoi'e the dot corn implosion,
billboard advertising sells for a much higher rate than during times with a relatively weak
economy, such as now.
Annual Business License Tax Revenue estimated at Different Billboard Tax Rates:
Tax Rate: 0.5% 1,0% 2.0% 3,0% 5.0%
8.0%
Slow Economy $ 8,100 $ 16,200 $ 32,400 $ 48,600 $ 81,000 $ 129,600
High Economy $ 73,440 $ 146,880 $ 293,760 $ 440,640 $ 734,400 $1,175,040
Staff Report
April 121, 2004
Subject: Options for Raising Revenues
Page 5; of 8
II. Proposition 218 definitions of aeneral 'vs. special taxes
Proposition 218 was passed by the Califi>rnia voters in 1996. One of its key provisions was the
voter .approval requirement for taxes. The proposition distinguishes 'between what it defines as
"general" vs. "special" taxes.
Proposition 218 defined a "special tax" as one in which the end use of the tax revenues is
dedicated in the ballot measure itself for a specific purpose. A special tax is in contrast to a
"general tax", in which the funds can be used for any purpose. For example, a tax specified to be
used for parks or for public safety is a special tax, while a tax that does not specify an end use, or
is used for general pm-poses only, such as; to help a city balance its budget, is a general tax. Note
that the type of tax proposed (TOT tax, business license tax, parcel tax, etc.) does not determine
whether the tax is general or special, but rather to what purpose its end use is defined, if at alt.
III. Proposition 218 requirements for timing of tax elections
Proposition 218 also places specific requirements on when votes for 'taxes can occur. A special
tax (requiring 2/3 voter approval) may be timed to appear on any ballot. A general tax (requiring
majority voter approval) may only be placed on a ballot to coincide with a City Council election,
"except in cases of emergency declared by a unanimous vote of the" C, ity Council."
Staff can think of two ways to mitigate the restrictions of the timing of a general tax. First,
Proposition 218 does not define an "emergency". If the Council were interested in this option, it
might be possible to make findings that an emergency existed due to the deterioration of the City
budge, t situation, such as having cut the budget by $10 million over the past three years. A more
specific finding might also be made :if the Legislature passes a budget that contains the
Governor' s proposed taking away of City property taxes.
Second, several entities have used an approach known as the "Measure A/Measure B" approach,
namecl after the ballot measures used by Santa Clara County to place a Transportation sales tax
before the voters with only majority voter approval. In such an approach, the city may place a
non-specific measure on the ballot as a general tax, that is, without specifying the end use of the
revenues. That ballot measure would become "Measure A," and would only require majority
approval to pass. Accompanying that measure as a separate "Measure B" on the same ballot
would be an advisory measure. The advisory measure would state something to the effect that
"if new tax revenues become available to the City in the next year, the City should use those
funds for" some specific purpose, such as for parks or public safety or libraries. "Measure B"
language would have to clearly state on the ballot that it was advisory only, and that it had no
legal binding on the City Council if it: were passed. Because Measure B is advisory to the
Council only, courts have held that the accompanying ballot measure (Measure A) does not
legally specify an end use for the tax revenues, and therefore Measure A has been upheld as a
general (non-specific) tax that only requires majority voter approval to pass.
Staff Report
April 21, 2OO4
Subject: Options for Raising Revenues
Page 6 of 8
IV. Summary Matrix of Tax Options
Type of Tax
General Tax
Special Tax
Examples
TOT increase for any General
Fund purpose, with no purpose
specified;
Parcel tax for any General Fund
purpose, with no purpose
specified;
Business License Tax increase
for arty General Fund purpose,
with no purpose specified.
TOT increase for library
improvements;
Parcel tax for public safety;
Business License Tax increase
for park improvements.
Vote
Requirement
50% approval.
2/3 approval.
'Vote Timing
Must be consolidated with a
regularly scheduled general
election for members of the
governing body of the local
government, except in cases of
emergency declared by a
unanimous vote of the governing
body. "Emergency" is not
defined, but .might be defined as
a significant budget shortfall.
May be scheduled with any
election.
V. Other Revenue Raising Options
Below are additional revenue raising options for Council's information:
Admissions Tax
While roughly two dozen cities in California have an admissions tax, it appears that only
two charge a tax on movie ticket admissions (Santa Cruz and Indian Wells). Because of
the possibility that our current theaters may close and new theaters may open in San
Bruno, this option may not result in the possibility of more tax revenue for South San
Francisco.
B.
Parcel Tax
Many California cities have assessed a Parcel Tax, in which a fiat amount is charged on
the property tax bill. Several rate, s are typically charged, such as different rates for single
family, multi--family, retail, office, and industrial parcels. While this tax has the potential
to raise significant revenue, it would impact all property owners.
Staff Report
April 21, 2004
Subject: Options for Raising Revenues
Page 7 of 8
Do
Utility Users' Tax
Many Califonnia cities have a Utility Users' Tax, which is collected by utility, water, and
phone compaJ~ies as a percentage o~~ each utility user's consumption. This option bas the
potential to raise significant revenue, but it would impact all residents and businesses.
Sales Tax
A few cities have gone to the voters to ask for a .25% sales tax increases. A .25% sales
tax increase (from 8.25% to 8.5%) would impact all residents and would put South San
Francisco's tax rate higher than surrounding cities, but would generate roughly $3.0
million annually.
Increase in Business License Tax
South San Francisco's Business License Tax is relatively low compared to other cities,
because in rnost cases it is linked to the number of employees rather than to that
companies' gross receipts. It therefore does not increase over time unless a business
expands to add employees. A low business license tax is advantageous in attracting new
businesses, however. If the Council considers raising the business license tax for
billboards, it may want to also consider at the very least placing additional language in
the municipal code that allows the Council to raise the tax by an amount not to exceed the
inflation rate each year. In that way, the Business License Tax would rise annually with
inflation.
Fee for sidewalk replacement service
Some cities have adopted an ordinance that makes homeowners and businesses
responsible for sidewalk repairs/replacement in front of their property, either by requiring
the property owner to fix the sidewalk, or by charging them the city's cost of the repair.
South San Francisco spends roughly $250,000 annually on sidewalk repairs. Because
such a charge is a fee, not a tax, it would not require voter approval.
Fee for street sweeping services
Some cities charge for street sweeping services on the garbage b/II. Under Proposition
218, fee increases for garbage sel-vices are exempted from public vote requirements. If
the City Council believed that street sweeping was legitimately a part of garbage services,
presumably because street sweeping is another part of solid waste removal services, it
could consider instituting a fee without voter approval. The City spends roughly
$500,000 annually on street sweeping. While the City does not bill directly for garbage
services, staff could look into either discussing this poss:ibility with the South San
Francisco Scavenger Company, or, alternatively, including the fee on the property tax bill
in a similar way that sewer charges are levied now.
Fee for 911 Service
Some cities charge a 911-response fee on the phone bill, for access to the 911 emergency
response system. As a fee for service, it would not require a vote of the public.
Vehicle impact fee or increase to business license tax for companies with large trucks.
Some cities charge either a tax or an impact fee on trucks. Two possibilities include:
Staff Report
April 21, 2004
Subject: Options for Raising Revenues
Page 8 of 8
1)
2)
An increase to the Business License Tax for compzmies located in South San
Francisco that have trucks in their fleets. Our current tax charges $75 per vehicle
only to companies in the "transportation" business. An expansion of the tax to all
trucks owned by a comp~my located in South San Francisco would require voter
approval.
Some cities have assessed a truck impact fee to pay fbr the cost of street repairs
and maintenance associated with the wear and tear that trucks generate. If such a
fee is calculated based on a nexus study that links trucks with the cost of
maintaining city streets, and if the fee is used to finance street maintenance, then
require voter approval. Three ways to collect such a fee would
the fee does not
be:
a)
b)
c)
Through the business license process for South San Francisco
businesses;
A more limited approach of only assessing the fee on garbage
trucks, which the Scavenger Compzmy would end up passing
along to South San Francisco ratepaye,~rs.
Through the building permit process, and applied to construction
trucks belonging to out of town companies that work on large
construction projects in South San Francisco.
Prepared by:
i~m Steel~e
Finance Director
Approved by: / '7---~ -
Michael A. ~;ilsbn
City Manager