HomeMy WebLinkAbout1987-06-01 City Council Summary MinutesITEM
Oral Communications 57-269
Consent Calendar 57-270
1, Resolution 6612 Approving an Application 57-270
to the United States Department of Housing
and Urban Development for Rental Rehebili-
tation Program Grant Funds
2. Ordinance for First Reading amending
Section 4.32c110 of the Palo Alto Munici-
pal Code to Change the Prohibited Hours
for Solicitation of information for Com-
mercial Purposes to Six p.m., until Nine
a.m.
3. Ordinance 3752 Repealing Section 5 of
Ordinance No. 3716, an Emergency Ordinance
Amending Portions of Title 17 of the Palo
Alto Aunicipal Code
4.� Ordinance 3753 Amending Ordinance 3437 and
Amending Section 18.08.40 of the Palo Alto
Municipal Code (The Zoning Map) to Change
the Classification of Property. Known as
630 Lytton Avenue from RM-5 to PC
5. Ordinance 3754 Amending Chapters 16.24,
16.48, and 18.90 of the Palo Alto Munici-
pal Code Regarding Fences, and Fence
Variances
CITY COUNCIL
MINUTES
PALO ALTO CFTYCOUNCILMEETINGSARE BROADCAST LIVE VIA KZSU-FREQUENCY9O.1 ON FM DIAL ---
Regular Meeting
June 1, 1987
P
A U
6. Finance and Public Works Committee Recom-
mendation re Council Appointed Officers
Support Staff Classification and Benefits
that the Matter be Referred to the
Council's Personnel Committee.
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"6/01/87
ITEM PAGE
Agenda Changes, Additions, and Deletions 57-271
6-A (old Item 9) Request of Council Members 57--271
Bechtel, Fletcher, and Klein re Resolution
Opposing Action on AB 1710 (Costa) Until
Completion of Statewide Water Policy
Consensus
Recess 57-272
7. Palo Alto Unified School District/City of 57-272
Palo Alto Liaison Committoo re School
Lease Proposal
8. Finance and Public 'forks Committee Recom- 57-290
mendation re Utility Users Tax
Adjournment at 10:37 p.m. 57.297
Regular Meeting
Monday, June 1, 1987
The City Council of the City of Palo Alto met on this date
in the Council Chambers, 250 Hamilton Avenue, at 7:35 p.m.
PRESENT: Bechtel, Cobb, Fletcher, Klein,
Levy, Patitucci, Renzel, Sutorius,
Woolley
Mayor Woolley announced a Closed Session re Employer/
Employee Relations was held in the Council Conference Room
at 6:30 p.m.
ORAL COMMUNICATIONS
1. Ben Bailey, 171 Everett, said the new Waiver of
Liability and Indemnity Agreement forms seemed reason-
ably fair and just. The original form required parents
to defend the City against their own injured children
and offended him greatly. He questioned the competency
of the City Attorney.
2. Michael fair, 111 Tennyson Street, spoke in regard to
the Golden Triangle Task Force. He provided each
Council Member with a copy of a traffic ordinance from
the City of Pleasanton (on file in the City Clerk's
office). Palo Alto t'eeded an inexpensive way of
handling traffic problems. Paying for square footage,
building close to transit facilities, or trips generated
Was a fee businesses should not have to face, and any of
those proposals would deter current and new businesses
in the City. The Pleasanton ordinance solved traffic
problems for the City and surrounding areas. It was
simple, inexpensive, and effective and was the type of
ordinance Palo Alto should be considering instead of the
Task Force recommendations. Reduction it vehicle trips
and benefits derived from reduced traffic congestion,
vehicular emissions, energy consumption, and noise
levels, could make Palo Alto an attractive and conve-
nient place to live, work, visit-, and do business. The
ordinance did not -propose any fee on a project. The
ordinance monitored ail businesses on an annual basis
and suggested methods to meet the ordinance goals. Any
decision on the current Task Force proposal should be
put on hold and an ordinance similar to Pleasantos
should be proposed, then passed. A .commission to study
the proposals would not need to be_enacted..
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CONSENT CALENDAR
Council Member Levy would not participate in Items 2, 3, 4,
a n d 5.
Council Member Fletcher asked to recorded as voting "no" on
Item 2, Ordinance to Change the Prohibited Hours for Solici-
tation of Information for Commercial Purposes to 6:00 p.m.
until 9:00 a.m.
Council Member Bechtel asked to recorded as .voting "no" on
Item 2, Ordinance to Change the Prohibited Hours for Solici-
tation of Information for Commercial Purposes to 6:00 p.m.
until 9:00 p.m.
MOTION: Council Member Klein moved, seconded by Cobb,
approval of the Consent Calendar.
1, RESOLUTION 6612 entitled "RESOLUTION OF THE COUNCIL OF
THE CITY OF PALO ALTO APPROVING AN APPLICATION TO THE
UNITED STATES DEPARTMENT OF HOUSING AND URBAN DEVELOP-
MENT FOR RENTAL REHABILITATION PROGRAM GRANT - FUNS"
(CMR:282:7) (412-01-01)
2. ORDINANCE FOR FIRST READING entitled1 "ORDINANCE OF THE
COUNCIL OF THE CITY OF PALO ALTO AMENDING SECTION
4.32.110 OF THE PALO ALTO MUNICIPAL CODE TO CHANGE THE
PROHIBITED HOURS FOR SOLICITATION OF INFORMATION FOR
COMMERCIAL PURPOSES TO SIX P.M., UNTIL NINE A.M." (409)
3. ORDINANCE 3752 entitled "ORDINANCE OF THE COUNCIL OF THE
CITY OF. PALO ALTO REPEALING SECTION 5 OF ORDINANCE NO.
3716, AN EMERGENCY ORDINANCE OF THE COUNCIL OF THE CITY
OF PALO ALTO AMENDING PORTIONS OF TITLE 17 OF THE PALO
ALTO .MUNICIPAL CODE" (1st Reading 5/18/87, PASSED 7-0,
Levy, Sutoriuc absent) (1440-01)
ORDINANCE 3753 entitled "ORDINANCE OF THE COUNCIL OP THE
CITY OF PALO ALTO AMENDING ORDINANCE 3437 AND AMENDING
SECTION 18.08.40 OF THE PALO ALTO MUNICIPAF., CODE (THE
ZONING MAP) . TO CHANGE THE CLASSIFICATION OF PROPERTY
KNC-bN AS 630 LYTTON AVENUE FROM RM-5 TO PC" (1st Reading
5/18/87, PASSED 7-0, Levy, Sutorius absent) (300)
5. ORDINANCE 3754 entit.led."ORDINANCE OF THE COUNCIL OF THE
CITY OF PALO ALTO AMENDING CHAPTERS 16.24 16.48 and
• 18-.90 OF THE PALO ALTO MUNICIPAL -CODE REGARDING FENCES
AND : FENCE VARIANCES" (1st Reading 5/18/87, PASSED 7-0,
Levy, Sutorius absent) (2.37 -01)
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6/01/87,
CONSENT CALENDAR (Continued)
6. FINANCE AND PUBLIC WORKS COMMITTEE RECOMMENDATION RE
COUNCIL APPOINTED OFFICERS SUPPORT STAFF CLASSIFICATION
AND BENEFITS THAT THE MATTER BE REFERRED TO THE
COUNCIL'S PERSONNEL COMMITTEE (501)
MOTION PASSED unanimrouslya Levy abstaining on Items 2-5,
and Fletcher and Bechtel voting "no" on Item 2.
Mayor Woolley would not participate in Item 7, Palo Alto
Unified School District/City of Palo Alto Liaison Committee
re School Lease Proposal and Item 8, Utility Users Tax, due
to a conflict of interest
AGENDA CHANGES, ADDITIONS, AND DELETIONS
MOTION: Council Member Klein moved, seconded by Cobb0 to
continue Item 7, Palo Alto Unified School District/City of
Palo Alto Liaison Committee re School Lease Proposal, to
continue for 15 minutes.
MAKER AND SECONDER OF MOTION AGREED TO BRING FORWARD ITEM 9,
REQUEST OF COUNCIL MEMBERS BECHTEL, FLETCHER, AND KLEIN RE
RESOLUTION OPPOSING ACTION ON AB 1710 (COSTA) UNTIL COMPLE-
TION OF STATEWIDE WATER POLICY CONSENSUS, TO BECOME ITEM
6-A.
MOTION PASSED unanimously, Woolley absent.
6-A (OLD ITEM 9) REQUEST OF COUNCIL MEMBERS BECHTEL,
FLETCHERt AND KLEIN RE RESOLUTION OPPOSING ACTION ON AB
1710 (COSTA) UNTIL COMPLETION OF STATEWIDE WATER POLICY
CONSENSUS (702-06-02) •_..�
Council Member Bechtel stressed the importance of ensuring
San Francisco Bay/Delta . water policy had all the protections
tor water quality and supply. The bill as presently written
did not include those protections and should not be voted
.out of committee as written. The state administration
should continue to work for a development of consensus.
MOTION: Council Member Bechtel moved seconded by
Fletcher, to support passage of the resolution and approval
of a latter to the State Assembly to be signed by the
Mayor.
RESOLUTION 6613 entitled "RESOLUTION OF THE
.0 CIlOF THE CITY OF PALO ALTO OPPOSING ACTION
Ott AB 1710 (COSTA) UNTIL COMPLETION OF STATEWIDE
WATER POLIO CONSENSUS"
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6/01/87
Council Member Levy asked why the `atter was not brought to
Council via the Legislative Committee, particularly when it
was first presented to the legislature in March.
Couaeil Member Bechtel said she was alerted by, Council
Member Renzel that the item was in the Council's packet a
week ago. She would have brought it to the Legislative
Committee if there- had been sufficient time and she had
known about the bill before. The issue did affect the City
of Palo Alto because it included the Bay which was right
outside their doors.
Council Member Renzel commented the item was terribly impor-
tant to the Bay. The proper amount of fresh water flow into
the Bay was not properly understood at that point, and
Council needed to be certain no precipitous actions pre-
cluded the ability to control water quality in the vital
estuary.
MOTION PASSED unanimously, Woolley absent.
MOTION: Council Member Klein moved, seconded by Cobb to
recess from 7:50 p.m. to 8:05 p.m. to allow time for members
of the Palo Alto Unified School District to be present for
discussion of items 7 and 8.
MOTION PASSED unanimously, Woolley not participating,
COUNCIL RECESSED FROM 7:50 p.m. to 8:05 p.m.
7. PALO ALTO UNIFIED SCHOOL DISTRICT/ CITY OF PALO ALTO
LIAISON COMMITTEERE SCHOOL LEASE PROPOSAL (902)
Vice Mayor Sutorius said there was a tie between Items 7 and
8. Item 7 was the school lease proposal and item 8 the
Finance and Public Works (F&FEW) Committee proposal and
recommendation regarding a Utility Users Tax the City would
place on the ballots At the beginning of the year, Council
spent time looking at priorities for how to focus its time,
energies, and efforts beyond the business that carne before
Council in the ordinary process. In that process, the rela-
tionships, cooperation, and mutual opportunities that might
exist for supporting the youth, and the processes and the
actions affecting the youth and students in the Palo Alto
Unified School District (PAUSD), came in for high priority
consideration. A year ago, Mayor Cobb proposed Futurecast
2001, a process in which some 70 citizens through a task
force and subcommittee process addressed how they -would
recommend the City should address the years between now and
2001., and where they might want to be as a City at , that
time. They too identified the relationships and inter-
dependence between the school system in Palo Alto a►nd th-e
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l
City governmental processes. Council Members Klein and
Patitucci made a specific proposal for consideration, then -
known as the "Grand Lease" plan. That proposal which was
discussed in concept form at the Council level, stimulated a
joint meeting between .the Council and the PAUSD Board. The
outcome was conceptual support on the part of the Board in
directing its intent to work in a cooperative effort to see
whether or 'not. a lease proposal along the lines of Council
Members Patitucci's and Klein's was feasible and something
they could support. Likewise, Council indicated it felt the
proposal was creative and worthy of the kind of effort both
parties felt the City/School Liaison Committee could tackle
and try to shape a lease agreement to return to the full
PAUSD Board and Council.
MOTION: Council Member Klein moved, seconded by Cobb, to
approve in concept the proposed Lease and Covenant Not to
Develop (Lease) between the City of Palo Alto and the Palo
Alto Unified School District.
Council Member Klein said the lease before Council was a
carefully ,egotiated item, They negotiated at great length
with representatives of the PAUSD. Be congratulated all whc.
participated and particularly gave accolades to the City
Attorney's staff who did a fine job in drafting the lease
before Council. The PAUSD Board Members Liz Kniss and Joe
Simitian on behalf of the Board were always cooperative.
The lease, known as the 'Less Grand Lease" idea, remained
the same in concept as when it was first discussed six to
eight weeks previously. Basically, the City would be
leasing two sites, Jordan and Jane Lathrop Stanford MS),
subject to certain rights of the PAUSD to remove one of the
sites under certain conditions, and the City would also
receive from the PAUSD a covenant not to develop during the
15 -year terra of the lease any of the other four sites in the
district that were presently not being used for school pur-
poses but for rental. In exchange, the City would pay $3
million to the PAUSD and would receive in return Jordan and
JLS to use as the City saw fit during the 15 -year term and a
nondevelopment contract from the PAUSD with regard to its
other sites. Five months ago, Council Member Patitucci and
he listed as their two main priorities the desire to pre-
serve in public ownership.much as they were at present, the
surplus school sites in the community; and to provide a
mechanism to provide additional revenue to the PAUSD. The
lease before Council and the funding, mechanism to be con-
sidered _under Item 8, met those goals set forth in their
memorandum and which were discussed at the joint City
Council/ AUSD meeting. and which were approved in concept at
that time by both the City Council and PAUSD. The document
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was unique. No one had been able to find other arrangements
between cities and school districts, but people all over the
country were saying the country's No. 1 priority had to be
education for their children, and that was particularly true
in California where the spending per child for education
lagged the rest of the country rather. dramatically. They
could not tolerate the situation and had to do whatever they
could at the local level to protect and promote their school
district. They money they would be providing under the
lease did not go far enough, but it was an appropriate level
and would -get the PAUSD to a better, though not perfect,
place. The lease, being a unique document, was not easy to
negotiate and prepare. There were many different elements
to it, and while i't was not unamendable, Council should
consider it as a package with the idea it had been carefully
negotiated. The lease_ represented many trade-offs, and
there was a great deal of bargaining with each side trying
to do right by the community and by the children, but also
to represent the particular interests of the govenment
agency served on by the representatives. He believed the
process worked in the end and they could all be proud of the
document. He hoped Council would support the lease which
was a step forward in accomplishing the aims that Council
Member Patitucci and he first outlined and Council approved.
The lease also sent a message that none of there were going
to sit by idly and let a combination of forces undermine the
education of their children. In the various roles they
served, they would do their best to provide a better -than -
adequate education for their children. If the lease was
ultimately put into effect, they would be sendinga signal
that they could have a cooperative partnership a:: the local
level between City Councils and school districts, could move
forward and accomplish things at that level, and could make
Palo Alto a better place to live.
Council Member Cobb said both Council and the Futurecast
2001 Committee were clear that education was a high priority
for the city. The PAUSD's problem -had been one of raising
more money . to support educational programs. 'As they looked
at the options before them, he believed they carne down to
two choices that would. allow the district to at least hold
their own: a parcel tax and a utility users tax with the
lease arrangement before Council. The parcel tax presented
the PAUSD with the plus of retaining full control of all the
monies raised by the tax. The obvious negative was, because
it was a special purpose tax, it required a two-thirds vote
which was difficult to obtain in .t'he best of places for the
best of reasons. The utility tax put the PAUSD in the situ-
ation of having less control over the flow of dollars which
was clearly a concern to them, And less control over the
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properties involved because that was the mechanism used to
transfer the funds; but had the significant benefit of a 50
percent plus one vote requirement instead of two-thirds. If
one accepted the premise of trying to do something for edu-
cation, he believed Council Member Klein was right to state
it was a very unique and extraordinary undertaking. Once
again, Palo Alto could characterize itself as a leader. The
objective of the City/School Liaison Committee was to come
up with a lease document that was reasonable and fair to
both sides. Neither side got everything they would have
liked out of the document, and he suspected both sides got
messages from their respective colleagues that they had
given up too much and were too liberal ire, their conduct of
the negotiations. He hoped that was a sign some reasonable
balance was achieved. If passed, together with the eventual
passage by the public of the companion Utility Users Tax,
the City obtained two things from the lease: one, money to
help educate the children of Palo Alto and, two, some tan-
gible value which was a protection of properties of extreme
importance to the community, namely the secondary school
sites, either through the direct- leases- or through agree-
ments not to develop. The protection of those properties
was very important to the community and a dollar value could
be attached to it and the lease did that. It was important
to the City and he believed the voters would show how impor-
tant it was when they voted on the proposal. He commended
the document for his colleagues' support.
Council Member Renzel congratulated the negotiators for
addressing a great many of her concerns with respect to the
general proposal. It also addressed other concerns raised
during the course of the joint meeting with the PAUSD, and
she wasimpressed with the work accomplished. In regard to
the potentiality that the PAUSD would terminate the lease to
One of the middle school sites and decide not to use it for
school purposes, clause 22.3(ii) said that it would be
reinstated according to the , terms of "this section." She
hoped that meant the lease would be reinstated where it
would have been had the PAUSD not pulled it out of the
lease.
Council Member Cobb -commented there was a disincentive for
pulling sites out unless it was for the good reason of
returning the to educational use, and the disincentive was
that the income to the PAUSD would go down in accordance
with the schedule on' the back of the lease. Unless the
PAUSD wanted to use the site for.some educational purpose,
it was in their interests to leave the site in the lease.
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Council Member Renzel was concerned the provision that
offered the site back to the City to complete the lease term
would not have to be renegotiated at that point. She said
there had been assaults on the Naylor Bill from time to time
by school districts who did not like having to sell some of
their land at cheaper prices, and she wondered whether there
was any benefit to contracting the Naylor Bill provisions in
the lease in the event the Naylor Bill itself disappeared
during the course of the lease. The City essentially was
paying for holding the properties for a long period of time.
In the meantime, if the Naylor Bill was repealed, the City
would have put itself in the position of not being able to
purchase the properties, playing fields in particular. She
asked if the City should protect itself for those Naylor
Bill opportunities that might not be available at some
point.
Council Member Klein. said the matter was considered but
would have been one of the deal -breaking points. The posi-
tion of the lease was neutral with regard to Naylor. If the
City had insisted on the Naylor provisions regardless of
what happened to the bill in the legislature, Council would
not have a document before it that evening. The PAUSD
believed Naylor was an unfair bill, and the California
School Board Association:. had been working in the legislature
to either get amendments`•or to repeal the Naylor Bill.
Council Member Fletcher said in some of the City's lease
arrangements, some of the lease payments made now would be
credited towards any eventual purchase, and asked whether
that point was considered.
Council Member Klein said the matter was discussed and vehe-
mently rejected by the PAUSD representatives. The City
still had the existing credits on the leases on the turf,
but the idea of extending that concept further was strongly
rejected.
Council Member Fletcher pointed out the PAUSD .rejected the
original idea too. She did not see a reference to how the
current turf lease arrangement was going to be folded into
the current proposal, or whether the new proposal would
supercede the old lease agreements.
City Attorney Diane Northway said staff had decided that
only for certain purposes would the present arrangement be
folded in. However, they had made the Jordan Turf --which
would not have been covered by the covenant not to develop --
a separate site, as seen on Exhibit ,I on page 28 of the
Lease and Covenant Not to Develop. The portion of the
Jordan site for which the City was actually paying the
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lease payment was just the buildings and the tennis courts.
Except for the interim termination provisions, the - provi-
sions of the lease prevailed for the notice period. Under
the existing leases, there was a 90 -day notice to terminate,
and under the subject lease there were longer termination
provisions. Essentially, the subject lease prevailed with
respect to the longer termination provisions. There were no
duplicative payments.
Council Member Levy referenced information supplied in Item
8 relating to the use .of the cash flow that: it could cost
the City perha ;s $1.5 million to prepare Jordan and JLS for
sublease, and he ewondered if in the negotiations that item
was discussed in the sense that it had been- negotiated that
any net revenue in excess of $650,000 a year would be
divided equally between the PAUSD and the City. He asked if
there was aay discussion about first allowing the City to
deduct the cost of necessary leasehold improvements in con-
nection with those subleases but which would not show up in
any future annualized net revenues.
Council Member Klein said the provision came about in a dif-
ferent way and was, therefore, not approached in the manner
suggested. The provision appeared late in -negotiations when
the PAUSD representatives were attempting to get more than
$3 million a year and was a small compromise. It was
unlikely the provision as presently written would produce a
great deal of money for the PAUSD but was an indication of
good faith that the City was not trying to make a real
estate killing on the sites. In light. of those concerns,
the City negotiators suggested that anything above the
$650,000 plus annual expenses would lee shared evenly with
the PAUSD.
Council Member Levy said because the $1.5 million up -front
money would be encountered by the City in the first several
years, was it worthwhile to discuss the revision of the con-
tract in that particular area so the City had a chance to
amortize that expenditure.
Council Member Klein said the City negotiators were very
: oncerned about the money to be put in up front. There were
previsions in the lease that would return a proportionate
amount of the money to the City if the PAUSD reclaimed -prop-
erty prior to the -expiration of -the 15 -year term. In regard
to analyzing ::he cash -:-flow,. the money generated from the
utility tax in the first two years was significantly in
excess of the money to be paid to the PAUSD. He believed
that was quite appropriate because the City knew the money
would be needed for the capital improvements and those
matched up. He did not feel it --would be feasible to
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renegotiate that area of the lease along the lines men-
tioned/ primarily because the package was delicately
constructed package and the change could invite the PAUSD to
respond with similar requests on their side. The PAUSD
might feel such renegotiation took away something conceded
by the City in the give and take of negotiations.
Council Member Levy asked if it was possible to add language
into the contract to. describe the concept which underlay the
lease formula in narrative form in regard to the Consumer
Price Index (CPI) increase on page 7.
Manager, Real Property, Bill Fellman believed a broader
explanation would not change any of the meaning and would
not be hard to do.
Vice Mayor Sutorius referenced page 2 of the Summary of
Lease and Covenant Not to Develop, under Surrender and Title
to Property, which said, "The CITY will be responsible for
the repair of any damage and the removal of any alterations,
additions and improvements that are not in keeping with the
use of the site as a school site " The sentence anticipated
that at the termination of the lease the property reverted
to a school use, and there were provisions in the lease that
under certain circumstances the property might not return to
a district use. He opined alterations, additions, and
improvements that might not be suitable with the use of a
school site could turn out to be extremely suitable for a
non --district use. Common sense said the City would not be
forced to go to the expenditure of making those modifica-
tions if the next use was not going to be a district use,
and he asked if it would be determined by common sense and
good business procedure or whether there was language to
protect the City in that event.
Ms. Northway replied there . was no specific language that
dictated the result expressed it the site was removed from
the lease and not reused for school purposes. The only pro-
vision that spoke to the restoration of a lease after the
termination for whatever cause, was Section 10.1 which spoke
to the situation when there was termination. Another provi--
sion was on a contemplation the parties had _that when
improvements were made initially and the PAUSD nave its con-
sent it would be on terms to which both parties could agree
in some circumstances. She did not believe that 'provision
wo.1d necessarily coffer the termination because it might. not
be contemplated when initial improvements were offered. She
did not believe the- situation was covered Specifically in -
the lease.
.:;;57-278
6/01/87
Council, Member Klein believed Section 20.1 on page 19
covered the general subject. The Summary of the Lease and
Covenant Not to Develop was not subject to negotiation
between the members of the City/School Liaison Committee.
He assumed the summary was not legally binding.
Ms. Northway said no, it was the provisions of the lease
that were binding. Section 10.1 was the basis of her
response to Vice Mayor Sutorius.
Council Member Klein regarded Section 10.1 as a little dif-
ferent from the summary.
Vice Mayor Sutorius said the matter- might require some
thought. He was looking for a reasonable assurance of how a
;situation would be handled if a site was not going to be
used for PAUSD purposes. Common sense did dictate, and also
the. previsions of 10.1 offered the opportunity each time the
City went to the PAUSD to certify an alteration, to include
a statement that the type of alteration would not need to be
removed in the event the property was use for nondistrict
purposes after termination of the lease.
Council Member Klein said the point was well taken and went
to prove the procedure outlined in 10.1 was what the City
wanted. The City wanted a flexible procedure because staff
foresaw a need for a variety of alterations and improvements
and did not want a bureaucratic system requiring the PAUSD
to sign off and a negotiation, process every time. They
wanted a system that would be more flexible and readily
usable over a period of time, taking into account the inevi-
table unforeseen problems which arise in connection with
making changes in buildings that large.
Vice Mayor Sutorius referenced the Emergency Termination
provision on page 22, Section 22. 3(b) . The first paragraph
concluded with the statement "subject to the following
provisions," and meant that the indented (i) through (v)
would all have to apply, and he asked what that meant with
respect to the City's receiving the opportunity to rake the
right of first refusal if, for instance, the (i) where it
said, "If District receives a bona fide offer to purchase
such Site, District shall give City written notice specify-
ing the name and address of the proposed purchaser, the
purchase price and all the terms and conditions of the pro-
posed sale." It seemed alt were provisos headed with an
"i €" associated and raised the question of what it a bona
fide offer was not made. The' City would have received the
one -year's written notice but would not be receiving any
notice of a bona fide offer if, in fact, one was, not sub-
mitted or if the District did not market the site, and he
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asked what that would do to the City's opportunity to con-
sider whether or not the site ultimately was going to be
sold, and what the City should do to protect any rights it
might have.
Ms. Northway clarified the section attempted to accomplish
two things: first, to require that if. the PAUSD was going to
terminate a lease under the provision, the City be given a
year's notice of that termination in order to make plans,
handle adjustments, and deal with any subtenants; second, if
a site was going to be removed for sale, the City wanted to
be first in line to purchase it site on the same terms and
conditions as a real purchaser. Deletion of a few words
might make Vice Mayor Sutorius more comfortable with the
section.
Vice Mayor Sutorius said if Council action was to approve
the draft lease in concept, part of the action could be to
point out areas for clarification. He shared his, colleagues
concerns over the questions of credit for rent paid against
a subsequent purchase of the sites and how the get -ready
costs were accounted for, and he suggested a purchase credit
identical to the purchase credit contained in every existing
agreement the City had on lease of open space.
Alison Lee, 1241 Harker Avenue, Chairman on the Standing
Committee on the Arts and Sciences, supported the City's
efforts to work together with the PAUSD to arrive at a solu-
tion of benefit to the community as well as to the education
of their children. They were concerned with *hat happened
at Jordan, had hopes of use of Jordan by arts and sciences
organizations, and believed the neighbors would welcome that
kind of use. They appreciated the long'and hard work that
went into developing the lease.
Steven Popell, 14244 Amherst Court, Los Altos Hills, read a
letter to the City Council which said, "On behalf of the
Committee for Better School Strategy, I wish to convey our
gratitude to Councilmen Larry Klein, Frank Patitucci, and
Mike Cobb for their efforts on behalf of the children of the
PAUSD. Anyone whose primary interest in a tax selection is
the welfare of the children must admire the investment of
time, energ
y, and political courage which these gentlemen
have made throughout this process. Their actions have set a
standard of selfless dedication and intergovernmeiit.al coop-
eration to which future public servants may repair. Larry,
Frank, Mike, we app-),aud your efforts and appreciate them
more than you know. WiCa all our hearts we thank you for
being there when the children needed you."
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i
Ken Delmar., 861 University Drive, Director of the Western
Valley Theatre School and the Palo Alto Ballet, said they
had been in Palo Alto for ten years and were starting to
have difficulty with the skyrocketing rent prices. They had
300 students and currently had to teach 8,000 student hours
to pay resit alone. He gave Council total support with the
proposal and asked Council to support them if the motion
passed in getting into Jordan and having use of the gym. He
promised if they had a chance to have a building with a
decent rent, he could create in Palo Alto a major American
dance institution. He would like to have that chance.
Louis Fein, 1540 Oak Creek Drive, shared some of his
thoughts and feelings as he listened to the lease
negotiations --sometimes hostile, sometimes adversary, some-
times cooperative --between a team of his city
representatives and another team of his School Board repre-
sentatives. The negotiations assumed there were two sides,
but the two sides were the two sides of him. What he saw
and heard negotiated was a contract where one side of him
who already paid for the school properties would again pay
to the other side of him for the privilege of leasing back
to himself his own properties, and paying for the privilege
of promising himself he would not develop them. There was a
negotiation on who would pay for the costs of litiggatiox, in
the event of disagreement and a court case between the two
sides, between him and him; of course, whoever won or lost,
he would pay. He asked himself under what conditions during
the negotiations would the wasteful, hostile, double -
taxation process of negotiating lease and say a properties
between the City and the District be eliminated. The answer
was quite clear: if .the PAUSE) were a school department of
the City and the school properties belonged to the City then
when a City -owned school property became surplus, the City
would use the surplus building for other City purposes and
would not be negotiating with itself about raising taxes to
fund the leasing of other properties back to itself. It was
the foolish way of organizing cities distinct from school
districts that caused the unnecessary, wasteful mess now
being culminated. Equally important was was a false assump-
tion expressed or implied by Council Members Klein, Cobb and
sometimes Patitucci that throwing dollars at any school
district would maintain and even enhance the educational
programs and duality in that district, in particular the
PAUSD. That was not a defensible statement in view of
recent history in Palo Alto -and other places. They in Palo
Alto had cut programs and educational quality even as they
spent per student within the 98th percentile in California,
even though they had got 102 percent of last year's income
from the State, even as enrollment declined,: even as they
got more lottery :moneys than anticipated, and even as they
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depleted a significant portion of their property fund. With
all that, in the past they had cut programs and quality.
What they hid done, however, was to increase the price of
education as its quality and quantity was reduced. They had
done that for only one reason, and that was an increase ir,
all employee salaries usually by a fixed percentage, some-
times far in excess of .the CPT. Since salaries in a
service -oriented institution were between 85 and 90 percent
of the expenses, it was clear that with a given budget there
was an inverse proportionality between salaries --the major
expense ---and the service one could provide.
Vice Mayor Sutorius noted several members of the PAUSD Board
were now present.
Council Member Patitucci found it difficult to separate his
comments between Items 7 and 8. Council Members Klein and
Cobb summarized the specifics very well, and he was in favor
of the lease as negotiated. Council had before it the
result of a process where the City Council under the leader-
ship of Mayor Cobb took a retreat, spent sometime thinking
about what was important, went through a priority -setting
process in which they heard from a variety of constitu-
encies, and came out with two important priorities to deal
with in the year; one to see if there was any way the City
might be of some assistant to the PAUSD and to the education
process in the community; and, two, to deal with questions
of how the streets, sidewalks, and other infrastructure of
the City were beginning to deteriorate and what could be
done. No one quite knew at the time what any of that meant,
but they set out to do something. The government process
involved a lot of trial and`error and a number of processes
that were not exactly predictable. To complicate things,
they were dealing with two government agencies, both of
which had clear constituencies and somewhat different res-
ponsibilities trying to work something out together. They
were at., major milestone in accomplishing something that,
from a governmental standpoint, was active rather than
reactive. The two items before Council were a- lease with
the PAUSD and a utility tax which would fund the lease.
Also, importantly they could not lose sight of the fact the
utility tax would fund the infrastructure improvements found
to be the most lacking, i.e., the City street and sidewalk
programs which did not have built-in repair and replacement
mechanisms. If the items were passed, Council would be able
to offer the PAUSD a choice of that option compared to the
other option they had in front of them. In his own analys-
is, he believed it was the better option, but that was not
Counci.i'a decision to make. Aftel, that evening, a number of
steps were still invoived: the PAUSD had to approve the
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option, and the people of Palo Alto would have an opportu-
nity to vote. In his view, it was a positive thing to be
putting before the voters of Palo Alto; it was unique in
that it brought together two government agencies to resolve
a common and community problem. He hoped Council would go
ahead with the proposal that evening and continue the active
process of trying to make the community a better one for
all.
Council Member Cobb commented on the point raised bv Mr.
Fein on the -concept of having to pay for the school sites
twice. The practical and legal realities were that the
PAUSD was a property owner, and there was no legal or prac-
tical way the kinds of things that -point raised couz_d ever
be accomplished. The PAUSD was like any other property
owner. It had an asset and if the City wished to -have that
asset, it needed to compensate the property owner.
AMENDMENTS Council Member Levy moved, seconded by Klein,
to request staff in the final development of the lease to
add language to paragraph 6.4 which would describe the lease
formula in narrative form.
Council Member • Patitucci clarified the amendment was
descriptive and not substantive.
Council Member Cobb noted there was a graph in the lease
which spelled out formula in precise terms numerically.
Council Member Renzel believed a narrative form would end up
repeating the formula because the formula itself did
describe the underlying mechanism. She hoped a brief sum-
mary. of the underpinnings of the formula rather than a
step -by --step repetition of the formula in words.
AMENDMENT PASSED unanimously, Woolley °not partici-
pating.
Council Member Levy concurred with Council Member
Patitucci's about the significance of the action Council was
about to take, and also mentioned that essentially and
fundamentally Council was trying to put together the best
package possible for the community to vote on. It was not
the City's nor the PAUSD's proposal but was a ,joint working
out on both parts in c:der to be able to offer the voters of
their community the best opportunity to provide good funding
which would do two things of benefit to them all: 1) provide
more funds to the PAUSD which was having difficulty
obtaining the funding he believed the residents of the com-
munity wanted to provide in order to give their children the
educational level they had over the years; and 2) it would
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provide more funds for the infrastructure improvements.
Both of those concepts were worthwhile. One was fundamen-
tally a City obligation and the other fundamentally a PAUSD
obligation, so it was worthwhile and necessary to work
together towards a common purpose.
Council Member Fletcher was not confident the City was pro-
tecting the ultimate open space on the school sites under
the current lease proposal. As mentioned by Council Mernber
Renzel, Council was not sure the Naylor Bill would be there
after, or even up to the expiration of the lease arrange-
ment.
AMENDMENT' Council Member Fletcher moved, seconded by
Renzel, under Section 21, Naylor Bill Allocations, the
second line to be amended to allow for provisions of the
Naylor Bill to be effective regardless of whether the Bill
was still law at the State level.
Council Member Fletcher said the intent of. the amendment was
to have something to show -for putting so much money into the
lease contract, because- the City could lose the open space
which was ono of the purposes of the whole arrangement. She.
would like to have. some assurance that - the City had an
opportunity to purchase the site at a cost the City could
afford if the sites became available for purchase.
Council Member Renzel said the point was apparently negoti-
ated at great length and was a difficult point for her, On
the whole the City benefited from the general provisions of
the lease agreement, but she was troubled that while the
City was paying some $166,000 a year to maintain the legal
status quo of a number of school sites, they were running
the clock on whether or not they would have the Naylor
options and were also not building up any equity with the
lease payments or the contractural payments for the cove-
nants not to subdivide, etc. Certainly the support of the
public for the overall lease agreement and the Utility Users
Tax was based on an assumption the open space would continue
to be available. She was not certain the city would be able
afford to buy the open space without the Naylor provisions.
She was philosophically in agreement with Council Member
Fletcher.
Council Member Klein did not necessarily disagree with the
philosophy of the amendment but it should be kept in mind
that in any such agreement there were provisions one might
-not totally agree with. He believed the provision was a red
flag to the PAUSD represent tives, and it would be extremely
difficult to negotiate its inclusion without bring willing
to make other: substantial concessions. They were note
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talking about mere concepts but about potentially sig-
nificant dollars.. Moreover, he urged his colleagues to
consider what the City was getting for 15 years which was a
long time. They were getting a series of guarantees that
the PAUSD sites not being used tor schools in the community
would remain- as they were. The community was getting its
money worth in a variety of different ways. The money was
being used for the schools, and they were getting the pro-
tection that the open space and .the buildings which the
community regarded as community assets,. would remain in com-
munity ownership for the 15 years. He believed they were
getting an arrangement the community could support and the
.guarantee was sufficient.
Council Member_ Levy opposed the amendment because he did not
look upon the issue as a deal in "City funds" being paid to
the "school district„" Something much more fundamental was
going on, the community making a statement about how it
wanted its funds overall to be spent for community purposes.
Because of that, they as a City did not have a special
investment similar to investments made in the past. Rather,
they were presenting a package that would be up to the pub-
lic to vote on and, therefore, did not have quite same kind
of interest they had in past leases.
AMENDMENT FAILED by a vote of 1-7, Fletcher voting "aye,"
Woolley 'not participating.'
Vice Mayor Sutorius queried what kinds of considerations
would be at issue with a rental credit process identical to
the process currently existing in each of the open space
leases with Cubberley, Jordan, Garland and the pending lease
with Ohlone.
AMENDMENT: Vice Mayor Sutorius moved, seconded by Renzel,
that staff be directed to incorporate the necessary language
where appropriate to provide for a rent credit in the event
the City subsequently purchased any or all of the lease of
covenanted properties:
1. Site specific rental payments made by the City shall be
credited to the purchase price of such properties on the
following schedule: first year, 100%; second year, 50%;
third year, 37-1/2%; all years thereafter, 0%;
2. The allocation of such payments shall be calculated in
accordance with Exhibit "1," Allocation of Payments for
Individual Sites;
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6/01./87
AMENDMENT CONTINUED
3. The rent payment credits are separate from other
existing agreements or their successors consistent with
provisions with Section 21 and 29 of this draft lease.
Vice Mayor Sutorius referred to Jordan as an example and
used a viewgraph to show the lease payments to be made in
millions of dollars in the first, second and third year as
shown in Scenario 1 in the staff report (CMR:285:7). In the
three years, $2,0641090 would have been paid in lease pay-
ments for Jordan. The existing formulas in open space
leases applied 100% credit first year, 50% second year,
37-1/2% in the third year which produced $1,271,000 in rent
credit. He emphasized that credit to purchase would only
apply in the event a property were removed from lease tor
nondistrict use purposes, i.e., .0,here it was not being
returned for education purposes- The contract provided for.
the City to have first right of refusal in acquiring the
property. He believed it was a prudent arrangement from a
fiscal responsibility standpoint to incorporate some reason-
able rent credit process and it was consistent with all
existing leases between the City and the PAUSD. While he
recognized Council Member Cobbs response to some of the
perceptions and attitudes being expressed, he believed it
was fair to understand and appreciate that the pr=operty tax
and sales tax payers and who would be the utility tax payers
had good reason to look to Council to be responsible in
terms of what provisions were made in the remote event the
property reverted to the PAUSD for nondistrict purposes and
went to sale. For the moneys placed into the process, some
recognition of the one-time costs referred to by Council
Member Levy and the risk associated with managing the prop-
erties and the real quest i.on in terms of what revenues could
and would be generated ali combined to make it appropriate
to have a rent credit formula.
Council. Member Klein opposed the amendment. He associated
himself with Council Member Levy's earlier comments. He
believed the amendment was almost a stalking horse for
stating opposition to the lease concept and that such a pro-
vision could not be expected without a substantial revision
to other terms. The amendment was inconsistent with the
arrangements being negotiated with the PAUSD. It was not a
"common" commercial practice for a tenant to get a credit on
a potential purchase. It was sometimes a commercial
practice but was by no means uniform. When the City nego-
tiated the credit on the current open space leases, it was a
sore point with the PAUSD and to use it as an example could
be misleading. He urged his colleagues to oppose , the amend-
ment.
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6/01/87
Council Member Fletcher applauded the amendment. The amend-
ment was a responsible way to put the proposal forth,
especially since there was no assurance of the Naylor provi-
sions. The amendment enhanced passage of the item at the
ballot because the City's financial situation could be a lot
less in 15 years. Of course the PAUSD would be opposed to
the concept, but they knew they were getting a good deal
from the lease arrangements. She urged her colleagues to
vote in favor of the amendment.
Council Member Renzel seconded Council Member Fletcher's
comments, -The amendment would make her feel better about
the risk the City was taking with the Naylor provision as it
remeined in the lease. The amount was a small parte of the
overall lease payments and was reasonable for the City to
expect. There were -demands on the City's- budget for a
variety of things and Council was choosing to use it for the
-subject purpose. The purpose was a good one but it would
compensate the City to know that some of the money was not
gone forever but would be usable, particularly against
property that would escalate many -fold by the time it might
be available for purchase. In keeping with tide trust of the
public in passing a measure for purposes, of preserving
school sites, the amendment was, reasonable.
Council :Member Bechtel supported Council Member Klein and
others who said the motion was a caretully-negotiated com-
promise with representatives of the PAUSD. The City was not
giving up but was gaining control of certain school sites
and the assurance the open spaces- would remain, As Council
heard at length some weeks ago, the neighbors were concerned
the Cubberley School site remain an open space and 15 years
was a good period tirne. She urged her colleagues to oppose
the amendment.
Council Member Cobb was torn between his philosophical
sympathies for the amendment and the existing realitieS.e He
believed the amendment was a deal -breaker. He felt the
PAUSD would prefer a parcel tax except for the two-thirds
requirement because a parcel tax guaranteed a certain amount
of money independent of whether a school site was in use.
The City's proposal was tied, and if a site was taken out of
use, the PAUSD's income would fall. During negotiations
the subject arose of whether the stream of $3 million could
still be maintained if the PAUSD pulled a site back for some
-kind of district use, to which his answer Was an emphatic
"'no," unless the City got some Oonsider.ation for the -$3
Million. One possible consideration of another piece of
property was not well received by the PAUSD, so he offered a
proposal akin to the amendment which received an even loss
enthusiastic response and, in fact, 'stopped the entire
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6/01/87
discussion, The PAUSD felt so strongly that the City would
not have a lease if the amendment passed. If they were
closed, he did not believe either Jordan or JLS could be
leased for the kinds of numbers the PAUSD would like to see
and, as a consequence, those sites would soon be sold for
development. If that scenario took place, the City would
purchase the open space but the remainder would be sold off
for various kinds of development after long and painful
negotiations with the City in hearings, etc. The practical
end result of the lease not going through would be those
sites would be lost. Faced with the difficult tradeoff, he
had to look at the practical realities. The lease needed to
go through because he wanted to preserve the sites.
Vice Mayor Sutorius firmly believed the caliber, concern,
and ultimate reasonableness of five mebers of the PAUSD
Board were such that the amendment would not be a deal -
breaker. He would vote "yes."
AMENDMENT FAILED by a vote of 3--5, Menzel, Sutorius,
Fletcher voting "aye," Woolley "not participating."
Vice. Mayor Sutorius asked the City Attorney for the concept
of language which would tighten up the Emergency Termination
Section 22.3(b).
Ms. Northway suggested removal of the phrase "At the time of
such notice," and adding to 22.3(b)(iv), "Then, if the
District sells such site, the City shall retain possession
under the Lease until one year from the date of the notifi-
cation that the District will be terminating the Lease under
subsection (b) hereof." Basically, the language was a more
definitive division of the concept of the right -of first
refusal in the one-year notice provision. As stated, the
section really combined two concepts: The first was when
emergency termination occurred, the PAUSD would give the
City one year's notice that they were going to sell the
site, which was in the lease before there was any discussion
of a right of first refusal. Then, the City added the con-
cept of the right of first refusal to purchase the site, and
the remaining provisions were added to accomplish that. She
did not, believe adding the language would change the
intent.
Vice Mayor Sutorius asked for clarification on the use of
the word "concept," in order for Council to be clear on its
final action and what that communicated to staff and the
PAUSD.
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6/01/87
Ms. Northway said Council was essentially expressing that
the lease with its essential terms, conditions and detail
was one Council would execute providing they had sufficient
funding after November. Since the term of the lease did not
commence until January 1, 1988, it was anticipated Council
would take formal action approving the lease sometime in
December. Council's action was a conceptual approval rather
than an actual approval and an authorization to sign.
Council Member Klein asked if it was fair to say that all
negotiations were based on the idea that the lease would be
the final document. If both the City and PAUSD approved the
lease in "concept," it was the document that would go for -
,ward and would be a formality when it returned in December.
Ms. Northway said yes.
Council Member Cobb asked if the purpose of the language was
to say that the City had the opportunity wi;.hin a defined
period of time to essentially match any offer. made. .They
wanted to be clear if the PAUSD took the property back and
wanted to put it up for sale, the City had an opportunity to
Match the offer to protect of the City so they could have
the property if they could meet the market prices
Ms. Northway said yes, but another purpose of the section
was in any event the City be given a year's notice if that
was going to occur.
MAKER AND SECOND AGREED TO INCORPORATE IN THE MAIN MOTION
LANGUAGE "FURTHER, TO DIRECT STAFF TO REVISE PARAGRAPH
22.3(b) TO DELETE THE LANGUAGE 'AT THE TIME OF SUCH NOTICE,'
AND IN PARAGRAPH 22.3(b)(iv) TO ADD LANGUAGE, 'THEN, IF THE
DISTRICT SELLS SUCH SITE, THE CITY SHALL RETAIN POSSESSION
UNDER THIS LEASE UNTIL ONE YEAR FROM THE DATE OF THE NOTIFI-
CATION THAT THE DISTRICT WILL BE TERMINATING THE LEASE UNDER
SUBSECTION (b) HEREOF.'
Council Members Klein assumed the City Attorney would be able
to get the language transmitted to the PAUSD the next day.
Mt. Northway said yes.
Vice Mayor Sutorius believed the discussion conveyed the
kind of concern that existed on Section 10.1, Alterations
and Improvements and had confidence the resulting documents,
or any documents issued once the contract was in force,
would d - meet -r the
.a.,..,.. ..��a spirit of concern he raised. He clarified
the main motion as amended was to approve in concept the
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draft lease between the PAUSD and the City of Palo Alto as
recommended by the City/School Liaison Committee for a
school lease proposal, understanding certain language word-
smithing might . occur and be communicated with the PAUSD, and
the ultimate contract would return potentially in the
December time frame depending on financing actions from the
outcome of any ballot measure associated with the subject.
MOTION AS AMENDED PASSED unanimously, Woolley "not par-
ticipating."
8. FINANCE AND PUBLIC WORKS (F&PW) COMMITTEE RECOMMENDATION
RE UTILITY USERS TAX (CMR:285:7) (408-02-03)
MOTION: Council Member Klein for the Finance and Public
Works Committee moved the City Council adopt and direct
staff to place on the ballot a proposal to enact a 5 percent
utility tax on all utilities, with that tax reducing to 3
percent on all City utilities above $800,000 annually and
then further reducing to 2 percent on all City utilities
above $2,400,000 annually. The figures of -$800,050 and
$2,400,000 to be indexed to the Consumer Price Index (CPI)
from year to year.
Council Member Klein said the item was a companion measure
to the lease proposal just approved by Council. The F&PWV`
Committee considered several different alternatives for a
tax; had input from various members of the public, particu-
larly the Chamber of Commerce; and responded to their input
in a variety of ways, particularly the three-tier 5,3,2
concept. However, the recommendations were not those sug-
gested by others but arrived at by the F&PW Committee. The
proposal would produce $4.35 million per year, and that
number was not arrived at Lightly. The F&PW Committee
wanted a tax that would produce approximately that, amount
because such amount would, after the payments to the PAUSD
on the lease, leave the City over time with approximately $1
million per year to he used for such projects as. the needed..
sidewalks and street improvements. He noted that "all
utilities" included telephone. Telephone had a different
configuration and obviously the City did not have its own
telephone utility, but the telephone companies did collect
for the other communities in the State that levied a utility
tax, which would be the case in the subject situation.
Thus, the reduction of ttie tax to 3 percent and 2 percent
pertained .only to the utilites the City managed and admin-
istered because the F&,?W Committee was concerned about ease
of administration, and having to administer a three-tier tax
on the telephone company level would have been a difficult
if not daunting task. Thus, in arriving at a concept to
reduce the ourden on the City's heaviest utility tax payers,
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6/01/87
the F&PW Committee felt it would best to do so only on those
utilities over which the City had direct control. Many
other concepts were considered. The F&PW Committee origi-
nally had an idea for. a Lifeline concept, but atter study
and staff input, found it would probably be more costly from
an administrative standpoint than the amount of money it
would save the people who should benefit. He hoped his
colleagues would find the proposal acceptable.
Council Member Renzei asked what happened after 2002, and
whether the authorization was for a utility tax up to 5
percent or would the City continue to collect 5 percent,
etc., past 2002.
Council Member Klein said the proposed tax did not have a
sunset provision; however, the F&PW Committee believed there
were -opportunities for automatic sunset provisions along the
way. The passage of the tax would put the City over its
Gann limit. If the proposal was put on the ballot, there
would also be a provision on the ballot to allow the City to
exceed the Gann limit. Gann limit extensions only applied
for four years, so the City would have to return to the
voters in 1.991, and again in 1995 and 1999. If the law
stayed the same, the voters in the year 2003 would have the
opportunity to say "no" to ehe Gann extension, and the City
Council would need to get its revenues down again. One
reason he did not favor a 15 -year sunset provision was to
make it clear the tax was not totally and directly tied to
the lease with the PAUSD but had a variety of different pur-
poses. He clarified it was not a special tax. As presently
framed, the tax could be used by the Council for any purpose
for which General Fund revenues could be used. The wording
placed on the ballot would be "up to," so that if future
City Councils felt the present formulation produced too much
revenue, they could reduce it to anything under the authori-
zation given to the City Council in 1987.
Ms. Northway clarified the "up to" language would allow the
City not to collect the tax at all. She reiterated the
points Council Member Klein raised about ensuring the tax
was not tied too much .to the relationship with the PAUSD was
an important concept, because it vas the .City's position
that it was a general tax and that the revenues be used tor
any allowable general purposes, including funding the
lease.
Vice Mayor Sutorius asked if it was technically necessary to
have both the Utility Users Tax proposal and the Gann limit
on the same ballot given the fact the Gann Limit and its
calculations would be tied to the fiscal year.
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6/01/87
Director of Finance Mark Harris eaid the budget presented to
Council showed approximately $2.9 million below the Gann
limit for 1987/88. The Gann limit restricted the City's
revenues. With a $4.35 million tax, the City would probably
not exceed the limit in 1987/88 but would in 1988/89, etc.;
therefore, staff believed it was an appropriate time to have
the two companion measures.
Vice Mayor Sutorius agreed.
Louis Fein, 1540 Oak Creek Drive, said the main obiection to
the tax was the text did not guarantee the money would be
used for the original motivation; namely, the maintenance
and improvement of programs. He urged Council to reject the
5 percent utility tax on all utilities, certainly the part
presumed to be placed in the General Fund of the PAUSD. He
would support wholeheartedly a portion of the tax to be used
for streets and sidewalk improvements. The tax was irra-
tional, unnecessary, unjustified, and legally vulnerable if
Council did not state specifically which particular educa-
tional programs would be restored, maintained, or enhanced
by it. He found -it wholly unjustified to have school prop-
erty already paid for by local school district tax payers
leased back to those same tax payers. Double taxation was
unjustified even though it was practical and legal, at least
to the 85 percent of the citizens who were common constitu-
ents of the PAUSD and the City. The tax was unnecessary and
indefensible. The basic premise upon which the request for
added funds to the PAUSD was based was that the PAUSD had
last year and this year, and would have next year and for
the next 10 years a deficit of $3 million. There was a cal-
culated campaign to persuade voters that the deficit figures
were true. Local newspapers were persuaded of the deficit,
and so was the City Council who made helping the PAUSD
financially a top priority. A $7,000 survey was carried out
telling voters about the PAUSD deficit. Futurecast,2001 was
persuaded. Largely political yet educationally uninformed
persons accepted the myth of the deficit and voted to recom-
mend the tax. The F&PW Committee recommended the tax, but
Trustee Davis had shown, and the PAUSD had largely acknowl-
edged, there was not much of a deficit which was known
before the survey, the editorials, and 2001 came out with
their results. The results were ignored. Future deficits
were impossible to predict. School revenues consisting of
State and local taxes, lottery funds, interest from the
property fund, and lease and sale income were not predict-
able. Without validation of the premise the PAUSD would
have a $3 million deficit in the next decade, it was irra-
tional to :::rovide dollars. A utility tax requiring only 50
percent plus one vote rather than two-thirds was legally
vulnerable. It .was a ruse to say that it was not meant to
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be a special purpose tax requiring two-thirds vote to pass,
and he believed a judge would agree the motivations for a
parcel tax and for a utility tax were identical. He urged
Council to vote down the request.
Susan G. Levenberg, 825 Garland Drive, congratulated Council
both on the lease and the utility tax concept which was
where creativity and dedication really came together. She
believed the proposal would be well received in the commu-
nity because it would serve many purposes for many different
people. As a parent, she was happy to see the City was
addressing the PAUSD's financial problems; as a neighbor of
Jordan, she was happy the proposal would preserve her neigh-
borhood, and as a member of the community it was good to see
two government agencies working for common purposes.
Trina Lovercheck, 1070 McGregor Way, did not agree with Dr.
Fein that the PAUSD did not need more dollars in order to
continue to provide a quality education for the children.
When the voters approved money for the PAUSD, they did not
necessarily do so to buy land but were putting money into an
educational program, and the money was spent by the PAUSD in
ways they saw best to provide the best educational program.
Council Member Renzel was concerned about an ongoing funding
mechanism that did not have some periodic checking -in point
to allow the public to determine if they wished to continue
to raise the substantial amounts of funds by taxing their
utilities. Should the public at some point eliminate the
Gann limitation, they were back to no checking -in point on
the particular tax. Spending limitations that the State of
California and many other stater had enacted were because
government found ways to spend increased revenue sources,
and there was a public perception that government was
spending too much; therefore, it was important for political
accountability that huge pots of money not be sitting around
without occasional public review. The tax would be a
rather substantial atbouht of money, particularly in the far
future, without specific allocations contemplated at the
present time. She supported the method of financing City
objectives, certainly those that were foreseeable in- the
next decade or more but was concerned.
Council Member Bechtel said the F&PW Committee spent a fair
amount of time choosing the fairest formula tor the utility
taxi In addition, Council Members Cobb and Klein, with the
help of Council Member Patitucci, spent an even greater
'amount of time and she commended them. She felt the
four-year requirement to return for the. Gann .limit was
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sufficient and allowed the voters an opportunity to say
whether the City should continue the tax. The City would
not have "huge pots of money sitting around" at a later
date, and those on the F&PW Committee were aware of the
widening line between revenues and expenditures in the
General Fund and were concerned. The money generated would
be much needed for streets and sidewalks. The estimate for
sidewalk repairs was over 100 years and streets was in the
50 -year or more range without a utility tax. The formula
was discussed at great length and she believed it was fair.
A vast part of the tax burden would be placed on the busi-
ness community, particularly some of the larger users, and
the formula was a fair way of doing it. The burden for the
.iouseholder using a 'small amount of utilities would be
relatively small.
Council Member Cobb said a number of letters were received
from the largest users in town (on file in the City Clerk's
office) suggesting that if a tiered system could be pro-
vided, they would be supportive of the concept. The F&PW
Committee recommendation was close to what the letters sug-
gested, and he anticipated general support from that part of
the ,community. He received a call from a constituent
expressing concern about one more tax that might prevent
young families from moving into Palo Alto; however, on a
$200 per month utility bill, the tax would cost $120 a year
or $1U a month which was a small price to pay for schools
the young families would populate with their children. He
believed the tax was a good thing for helping young families
move to Palo Alto.
Council Member Levy spoke in favor of the tax. He did not
completely agree with the tax as it stood but realized it
was the product of compromise which was necessary given the
political environment and dealing with a community such as
Palo Alto. If he had fiat, he might not impose the tiers
and allow the largest users of utilities to get a break at
the upper end, but he could also understand the feelings
many had and was willing to unaerstand the work that went
into the proposal and the balancing of all the necessary
interests. On balance, the motion was worthwhile and
clearly should be supported. Looking to the future, the
community and Council should be aware there would not be
"huge pots of money." Many demands were being pressed upon
Council. There were demands for the safeguarding of the
sites, to make available a significant amount of . square
footage for the arts and for other public groups, for addi-
tional funds for street and sidewalk repairs, and all the
demands were legitimate. However, a significant amount of
money would be required for maintenance costs, staffing,
ore -time costs, and for EIR preparations if the City was to
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prepare the sites to be used by the general community, e.g.,
$1.5 million extra in one-time and EIR costs, and about
$1.25 million extra per year for maintenance and staffing
costs. if the City had trouble renting the sites att the
rates suggested, the City might run short of money and even
suffer a deficit after the utility tax was collected. A
great many people assumed the City would go into the real
estate business and be leasing the sites to some degree to
the public at large, and to some degree to community inter-
est groups. Throughout the City there had been tremendous
opposition when the City wanted to lease school sites to the
public at large, and there might well also be opposition
with the traffic and other elements when the City wanted to
lease the sites even to public interest groups. He wanted
to make that point, because when City went to the next step
of how to use the sites when the leases were in place, they
should recognize the City would be landlords and would not
lease the sites at 100 percent rates all the time and might
fall significantly short of the financial returns contem-
plated. They should not assume or take anything for granted
as they maintained the sites in the public domain. The
package was a great step forward, and he glowed in the com-
ments made by members of the public that it reflected the
Council at its best,
Council Member Renzel clarified at that point Council was
basically making the decision of the structure of the tax
and at some future point would be determining exactly what
would go on the ballot.
Vice Mayor Sutorius clarified the effect of the issue before
Council was to direct staff to prepare the necessary ordi-
nances to return for Couneil approval for placing the
specific measure on the ballot.
AMENDMENT; Council Member Renzel moved to insert language
that the proposal be subject to review under the Gann limi-
tation or, in the absence of the Gann limitation, a voter
ratification every four years.
MOTION DIED FOR LACK OF A SECOND
Council Member Renzel believed the contemplated uses for the
tax in the relatively short-term of the next 15 years were
worthwhile. The mechanism was a good one and the compro-
mises in structuring the proposal were good. She supported
the motion. She did not mean to imply that she expected the
City to have pots of money" in the short term. Her concern
was • that after the uses contemplated during the initial
election no longer existed or changed substantially, the
City would have a revenue source of millions of dollars, and
it was important to have a place for the public to check
in.
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Council Member Patitucci incorporated his comments on Item
7.
Vice Mayor Sut.orius suggested the voters would know what
they were being asked to act on when the language went on
the , ballot. Anticipating voter approval and passage,
Council would have to enact the actual tax which he saw as
as an opportunity for putting limits on the effective nature
of the tax such that it would require going before Council
again on some stated periodicity. Through the F&PW
Committee process there would be ample opportunity for scru-
tiny of the moneys received under the tax, the appropriate-
ness of the level of the tax, and what other activities were
either being funded or failing to ue funded for which the
community saw priority. Palo Alto was the only municipality
in the entire State of California that owned, operated, and
set rates for water, gas, and electricity. Council had a
unique responsibility where, in effect, to the rate payer
the imposition of the Utility User Tax appeared to be what
their utility bill amounted to because, with the exception
of telephone, they were getting one bill for all three_
City -owned utilities. While the bill gave quite a bit of
detail, there was a bottom -aline amount to be paid and
obviously the tax would be on top of the charges for the
utilities. It was :the bottom; line that would concern
people, and he was concerned there was the potential that
Councils would be faced with the dilemmas of how to deal
equitably and with long-range vision on the proper rate -
setting and capital improvement program processes relative
to .utilities. They were justifiably proud of the efficient
utility service which was excellent and was billed at rates
that were more than competitive in California and the
nation. The residential user was paying lower electric
utility rates than in any other portion of the State; the
water rates were competitive but not leading the States; and
gas rates tracked with those of neighboring communities.
That was part of his agony in considering the impacts of the
Utility Users Tax on the City and on their utility customers
and the charges they ultimately saw themselves paying.
However, he concurred with the 'ditto" comme:tits of Council
Member Patitucci that they had an opportunity to do some-
thing of importance to the community as a whsle, which he
believed the votes in November would substantiate. Beyond
the importance of what they could do concerning the open
space and physical facilities under lease and covenant, _they
would also be able to do an intelligent job in regard to
infrastructure,. cutting down on the backlogs attributable: in
the street and sidewalk arena in an improvement effort not
currently affordable through the existing_ General Fund
processed. Therefore, he would vote in favor of the motion,.
and he would certainly be. a close watchdog to see they
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maintained the quality of attention and follow-through in
the funding of their utility processes, both the capital
needs and the regular expenditure needs. They must protect
the health of those utilities.
Council Member Klein, believed the wording to be included was
"not to exceed," but clarified the City Attorney understood
whi^,t to suite for the language on the ba 1.'.nt-
MOTION PASSED unanimously, Woolley not participating."
ADJOURNMENT
Council adjourned at 10:37 p.m.
ATTEST:
APPROVED:
Y
Mayor
oLct-
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