HomeMy WebLinkAbout1997-07-28 City Council (16)City
City of Palo Alto
Manager’s Report
TO:HONORABLE CITY COUNCIL 6
FROM:CITY MANAGER DEPARTMENT: Planning and
Community Environment
DATE:July 28, 1997 CMR:341:97
SUBJECT:REFUND OF PLANNING AND BUILDING FEES FOR THE
AMERICAN HERITAGE MUSEUM
On September 16, 1996, the City Council referred to staff the request of the American
Heritage Museum for waiver of City fees associated with reuse of the Williams House for
the new museum.
RECOMMENDATION
It is recommended that Council adopt the attached Budget Amendment Ordinance rebating
$9,820 of Planning and Building fees charged to the American Heritage Museum for work
associated with the Williams House property.
POLICY IMPLICATIONS
Rebate of the fees is consistent with the Fee Waiver provisions of the City Council’s 1994
policy statement regarding Public/Private Partnerships (copy attached).
DISCUSSION
The September 10, 1996 request (letter attached) for fee rebate was reviewed by the staff
Public/Private Partnersh.~p Committee. The Committee concluded that the rebate of $9,820
identifed in the attached July 2, 1997 letter is consistent with the Public/Private Partnership
policy. The rebated fees do not include any utility fees and consist of the following Planning
and Building chargesi
CMR:341:97 Page 1 of 3
5/i4/96 " $1,896.00
5/14/96 1,850.00
7/2/96 1,535.00
10/96 182.00
1/97 2,271.00
5/13/97 ~
$9,820.00
Application for Par_king
Variance
Conditional Use Permit
Design Review (ARB Fee)
Reroofmg Permit
Plan Check Fee
Building Permit Fee
Total Fees Paid To Date
The attached Budget Amendment Ordinance authorizes rebate of the identified fees with the
funds taken from the Budget Stabilization Reserve.
<ERNATIVES
The alternative to the staff recommendation is to reject the request for rebate of.the fees.
FISCAL IMPACT
Approval of the budget ordinance will reduce the Budget Stabilization Reserve by $9,280.
ENVIRONMENTAL ASSESSMENT
Approval of a fee rebate is not a project under the California Environmental Quality Act. No
environmental review or f’mding is necessary.
STEPS FOLLOWING APPROVAL
Approval of the staff recommendation will result in a rebate check being processed within
several weeks following Council action.
ATTACHMENTS
Budget Amendment Ordinance
9/10/96 Letter from The Museum of American Heritage
7/2/97 Letter from The Museum of American Heritage
Public/Private Partnership Policy
CMR:341:97 Page 2 of 3
PREPARED BY: Kenneth R. Schreiber
DEPARTMENT HEAD REVIEW:
KENNETH R. SCHREIBER
Director of Planning and
Community Environment
CITY MANAGER APPROVAL:
cc: Museum of American Heritage (Joe Ehrlich)
CMR:341:97 Page 3 of 3
ORDINANCE NO.
ORDINANCE OF THE COUNCIL OF THE CITY OF PALO ALTO
AMENDING THE BUDGET FOR THE FISCAL YEAR 1997-98 TO
PROVIDE AN~ADDITIONAL APPROPRIATION FOR THE REFUND OF
PLANNING AND BUILDING FEES FQR THE AMERICAN HERITAGE
MUSEUM
WHEREAS, pursuant to the provisions of Section 12 of Article
III of the Charter of the City of Palo Alto, the Council on June
23, 1997 did adopt a budget for fiscal year 1997-98; and
WHEREAS, on September 16, 1996, Council referred to staff the
request of the American Heritage Museum for waiver of City fees
associated with reuse of the Williams House for the new museum; and
WHEREAS, staff and the Public/Private Partnership Committee
reviewed the request and concluded that the rebate request of $9,820
is consistent with the 1994 Public/Private Partnership policy; and
WHEREAS, the Planning Department received the fees as revenue
in prior fiscal years and in order to process the reimbursement the
Department’s non-salary budget needs to be increased by.$9,820 to
complete the refund; and
WHEREAS, City Councilauthorization is needed to amend the
1997-98 budget as hereinafter set forth.
NOW, THEREFORE, the Council of the City of Palo Alto does
ORDAIN as follows:
SECTION I. The sum of Nine Thousand Eight Hundred TWenty
Dollars ($9,820) is hereby appropriated to non-salary expenses in
the Development Review and Construction Review Functional Areas in
the Planning & Community Environment Department, and the Budget
Stabilization Reserve is correspondingly reduced.
SECTION 2. This transaction will reduce the
Stabilization Reserve from $25,856,266 to $25,846,446.
Budget
SECTION 3. As specified in Section 2.28.080(a) of the Palo
Alto Municipal-Code, a two-thirds vote of the City Council is
required to adopt this ordinance.
SECTION 4. The Council of the City of Palo Alto hereby finds
that the enactment of this ordinance is not a project under the
California Environmental -Quality Act and, therefore, no
environmental impact assessment is necessary.
SECTION 5. As provided in Section 2.04.350 of the Palo Alto
M~nicipal Code, this ordinance shall become effective upon adoption.
INTRODUCED AND PASSED:
AYES:
.NOES:
ABSTENTIONS:
ABSENT:
ATTEST:APPROVED:
City Clerk Mayor
APPROVED AS TO FORM:City Manager
Senior Asst. City Attorney Acting, Administrative Services
Department Director _
Director of Planning
Community Environment
THE MUSEUM
of AMERICAN
HERITAGE
BOARD OF
DIRECTORS
J. Robert Beck
Chairman
George Zimmerman
Vice-chairman
Charles L. Pack
Treasurer
Beverly J. Nelson
Secretary/Exec. Dir.
Roger D, Broussal
Kathleen A. Craig
Joseph Ehrlich
Crystal D. Gamage
Charles M. Gillis
Kenneth Kormanak
Marshall Mathews
Carl B. Moerdyke
Roxy Rapp ¯
Tony K. Svensson
OFFICERS
Carl B. Moerdyke
President
Frank Livermore
Founder/Vice.pres.
Suzann~ H. Beaver
Vice.presiden t
Theodora Nelson
Vice.prexident
COMMUNITY
ADVISORY BOARD
James L. Adams
Robert E. Bnnd
Allan Chin
Marybelle Cody
Joseph J. Corn
Joan Cnnneen
Leonard W. Ely
Marge Gratiot
l.nretta Green
Carroll ~arrin~to~
Charles C. Hoa~e
Carl Holvick
Ralph lgler
David M. Kelleg
Jacques Littlefield
T. Kevin Mallen
Jeanne McDonnell
Shelley Mongort
Barbara Newton
CarrnH Nollh~J~
Rix~ord K. Snyder
Sara C. Spang
Steve Staiger
Eleanor J. ~atanabe
Gail Woolley
September 10, 1996
The Honorable City Council
City of Palo Alto, California
Subject:Rona Williams Property - Waiver of Fees Request
Dear Members of the Council:
The Museum of American Heritage has recently completed a successful $500,000
fund drive for the restoration of the Williams Hous, e, the construction of an-
Education Center and the continued preservation and improvement of the gardens.
The Museum has recently received unanimous recommendation~ for approval by
the Historic Resources Board (HRB), the Architectural Review Board (ARB), and
the Planning Commission. It is our understanding that the Museum will be on the
City Council agenda for consideration of final approval on September 16, 1996.
The purpose of this letter is to request a waiver of fees from the cost of plan check
and building permit fees and any other fees that may be appropriate. This request
appears to be in accordance with the Policy Statement approved by the City .
Council on February 28, 1994. It is our understanding that this .waiver had
previously been extended to the Children’s Theater and the Senior Citizen’s
Coordinating Council.
The Williams property i~ owned by the City and its historic gardens will be not
only a public benefit, but are also expected to be a public park as well. Obviously,
the Museum prefers to utilize every penny of its private contributions for the
improvement of the Williams House and construction of the Education Center. It
has already paid th~ City $5,000 as required for the lease option and $1,500 for the ¯
Architectural Review Committee fee. The Museum’s Board estimates that plan
check fees, permit fees, connection fees, etc., will run in excess orS10,000.
When one considers that the Museum of American Heritage is a tenant and the
City of Palo Alto is the landlord, the Museum believes that it’s not unreasonable,
in this case, for the landlord to absorb the fees on a project which it dearly owns.
Furthermore, the Museum considers such a waiver to be in the spirit of the
public/private partnership’s policy that was adopted by the City Council staff on
February 28, 1994.
The Museum’s Board respectfully requests that the City Council directs to give a
favorable consideration of this waiver of fee request and in a relatively expeditious
manner in order that the restoration of this building can proceed without delay.
3401 El Camlno Real ¯ Palo Alto, California 94306-2805 ¯ Phone 4151321-1004 o Fax 415/494-6183Founded 1985 By The Frank Livermore Truat
A Cali[urnia Niiii-ptofll Corpuraliul| Fed 11) |77-0106732 ,Stale ID #1280035
Rona Williams Property September 10, 1996
Page 2
We thank you for considering this request.
~Y~@~~~
~e Ehrlich
Board Member and Co-Chair of the Design Committee
co: June Fleming, City Manager
..... EmilyHarrison, Deputy City Manager -
JE/cm:fleming.doe
July 2, 1997
STAFFWILL RESPOND
CITY OF, .~,,_~"~’ 0 ALTO. CACITY L,_r.r:r~ .-’, OFFICL
97 JUL -7 AI’4 9:58
THE MUSEUM
of AM-ERt CAN
HERITAGE
BOARD OF
DIRECTORS
J. Robert Beck
Chairman
George Zimmerman
Vice-chairman
Charles L. Pack
Treasurer
Beverly J. Nelson
Secrelary/Exec, Dir.
Roger D. Broussal
Kathleen A. Craig
Joseph Ehrlich
Crystal D. Gamage
Charles M. Gillis
Kenneth Kormanak
Marshall Mathews
Carl B. Moerdyke
Roxy Rapp
Tory K. Svensson
OFFICERS
Carl B. Moerdyke
President
Frank Livermore
Founder/Vice-pres.
¯ Suzanne H, Beaver
Vice.p resident
Theodora Nelson
Vice-president
COMMUNITY
ADVISORY BOARD
James L. Adams
Robert E. Bond
Allan Chin
Marybelle Cody
Joseph J. Corn
Joan Cunneen
Wallace V. Cunneen
Leonard W. Ely
Marge Gratiot
Loretta Green
Carroll Harrington
Charles C. Hoage
Carl Holvick
Ralph Igler
David M. Kelley
Jacques Littlefield
T. Kevin Mallen
Jeanne McDonnell
Shelley Monfort
Barbara Newton
Carroll Notthoff
Rixt’ord K. Snyder
Sara C. Spang
Steve Staiger
Eleanor J. Watanabe
Gail Woolley
Members ~fthe Palo Alto City Council
Dear Honorable Council Members:JUL ? I997
OFFIC~ OF TH~ CITY MANA(3~
On September 16, 1966, I spoke to you on behalf of The Museum of American
Heritage, requesting that various permit fees paid by the Museum be waived on
this City owned project. You may recall that we cited the precedent for this fee
waiver was previously established by City policy for the Gamble Gardens Project
and the Children’s Theater.
My recollection is that the Council Members expressed support for this request
and directed the City Manager to prepare the necessary report to the City Council
to take action on this request.
Last April several members Of the Museum Board met with staff members, Janet
Freeland, Martha Miller and Bill Feldman, to determine the status of the report.
We were told that preparation of the report was the responsibility of the Planning
Department, and its staff was busy with the Palo Alto Clinic and the Stanford Sand
Hill Road projects, and as a result, nb action had been taken.
The Museum has signed a contract with Jack & Cohen, the. General Contractor.
The lease has been signed, all permits secured (with the exception of the fire
sprinkler permit still pending) and construction has begun with..completion
currently schedule on or before the end of November, 1997. ,,
I am taking the liberty of listing the permit fees already paid by the Museum to the
City:
5/14/96 $1,896.00 Application for Parking Variance (which
includes $46 for photocopying and
miscellaneous expenses)
Conditional use Permit
Architectural Review Board Fee
Reroofing Permit
Plan Check Fee
Building Permit Fee
Total Fees paid to date
-5/1.4/96 $1,850.00
7/2/96 $1,535.00
10/96 $ 182.00
1/97 $2,271.00
5/13/97 $2,086.00
$9~820.00
3401 El Camino Real *Palo Alto, California 94306-2805 ¯ Phone 415/321-1004 ¯ Fax 415/494-6183Founded 1985 By The Frank Liverraore Trust
A Catifornia Non-profit Corporation Fed ID #77-1)106732 State 1D #1280035
THE MUSEUM
of AMERICAN
HERITAGE
BOARD OF
DIRECTORS
J. Robert Beck
Chairman
George Zimmerman
Vice-chairman
Charles L, Pack
Treasurer
Beverly J, Nelson
Secretary/Exec. Dir.
Roger D. Broussal
Kathleen A. Craig
Joseph Ehrlich
Crystal D. Gamage
Charles M. Gillis
Kenneth Kormanak
Marshall Mathews
Carl B. Moerdyke
Roxy Rapp
Tony K, Svensson
OFFICERS
Carl B. Moerdyke
President
Frank Livermore
Founder/Vice-pres,
Suzanne B. Beaver
Vice-president
Theodora Nelson
Vice-president
COMMUNITY
ADVISORY BOARD
James L. Adams
Robert E. Bond
Allan "Chin
Marybelle Cody
Joseph J. Corn
Joan Cunneen
Wallace V. Cunneen
Leonard W. Ely
Marge Gratiot
Loretta Green
Carroll Harrington
Charles C. Hoage
Carl Holvick
Ralph lgler
David M. Kelley
Jacques Littlefield
T. Kevin Mallen
Jeanne McDonnell
Shelley Monfort
Barbara Newton
Carroll Notthoff
Rixford K. Snyder
Sara C. Spang
Steve Staiger
Eleanor J. Watanabe
Gail Woolley
Members of the Palo Alto City Council July 2, 1997
Page 2
The Museum has. raised sufficient funds in contributions and pledges to assure
completion of construction. We recognize however, that in retrofitting a historic
building and historic gardens, conditions may be encounterett that may add
unanticipated costs to the project, and an additional $9,830, that we have already
paid to the City of Palo Alto, could-be put to excellent use by our 100% volunteer
organization.
We again respectfully request that the Council direct its staff to refund these fees
and any other City imposed fees, (excluding utility fees) that may come up during
the course of construction. We thank you for your consideration on this matter.
~E~ncerely’
hrlich
B~oard Member and Chair of the Design Committee
June ~leming, City Manager
Emily Harrison, Assistant City Manager
Kenneth Schreiber, Director of Planning and Community Environment
JE/cm:citycncl.doc
3401 El Camino Real * Palo Alto, California 94306-2805 * Phone 415/321-1004 ¯ Fax 415/494-6183
Founded 1985 By The Frank Livermore Trust
A California Non-profit Corporation Fed ID #77-0106732 State ID #1280035
POLICY AND PROCEDURES 1-25
Page 1 of 3
April 1994
EFFECTIVE: April 21, 1994
PUBLIC,PRIVATE EARTNERSHIPS
POLICY STATEMENT
It is the policy of the city of Palo_A!to to encourage the
development of public/private partnerships for public benefit. A
public/private partnership is defined as cooperation between the
city and private sector or nonprofit organizations in providing
services, facilities or other capital projects to the community.
This policy and its implementing procedures were approved by the
City Council on February 28, 1994.
Public/private,,partnerships may take different forms.
most common include:
Two of the
Cooperative partnerships: This approach assumes
cooperation between the public and private or nonprofit
sectors in order to achieve mutually shared objectives.
Examples include construction of the expansion to the
Children’s Theatre, the City’s relationships with the
Senior Center and the Palo Alto Housing Corporation, and
the Economic outlook Committee.
Inducements: In this approach, the City structures
incentives that change the market environment in which
the private sectbr operates in order to achieve social
goals. Examples include the PARTNERS program in the
Utilities Department and the 250 University Avenue
development, in which increased square footage and
relaxed height restrictions were exchanged by the City
for public parking and dedicated alley improvements.
city Role in Partnership Formation
The City has historically acted primarily as a passive recipient of
proposals for public/private partnerships. It is the intent of
this policy, however, to promote the active participation of the
City in the formition of such partnerships. "Active participation"
could include:
Facilitation of proposals through the City’s regulatory
process (e.g., 250 University);
POLICY AND PROCEDURES 1-25
Page 2 of 3
April 1994
Solicitation of proposals for public/private ventures
(e.g., Tower Well site, ~huck Thompson site);
Waiver of fees by the City Council for construction of
facilities to be owned, or controlled, and operated by
the City (e.g., Children’s Theatre);
Use of facilities/subsidized rent (e.g., Cubberley).
PROCEDURE
Proposals for a public/private partnership opportunity are normally
received by City staff from private sector or nonprofit
organizations. They may also be referred by the-City Council to
staff for review and recommendation.
An important component for facilitating public/private partnerships
is the ability of the City to react quickly and comprehensively to
a proposal. Also of importance for some proposals is the impact of
City processing fees. The following procedures establish a
mechanism to obtain prompt and comprehensive initial City review of
a proposal and consideration of requests for waiving city fees.
Public/Private Committee
A Public/Private Review Committee shall be appointed by the City
Manager, with representation from the Police, Fire, Public Works,
Community Services, Planning and Finance Departments, as well as
the City Attorney’s Office. As appropriate, staff from other
departments who are involved in a public/private proposal may also
participate on the Committee. The Committee shall be chaired by
the City Manager.or his/her designee. The Committee shall meet as
required to review public/private proposals, but no less .than
quarterly. Pros and cons of a proposal will be identified and
discussed. A summary of each private or non-profit sector proposal
will be forwarded to the City Council, accompanied by a
recommendation from the City Manager to the City Council on whether
the City should participate. The summary and recommendation tothe
City Council will be prepared whether or not the City staff support
¯ the proposal as a public/private partnership.
Fee Waiver
The Public/Private Committee may recommend, as part of its review
of a proposal, that any normal City processing or use fees under
POLICY AND PROCEDURES 1-25"
Page 3 of 3
April 1994
the Municipal Fee Schedule, not including fees and charges levied
by City of P~lo Alto utilities, be waived as a part of the City’s
participation in appropriate public/private partnerships. Waiver
of fees shall be by the City Council and limited to those fees
associated with a construction or capital project which, upon its
completion, results in a new or improved public facility, building
or park, or some portion thereof, that will be solely owned or
controlled by the City. In the event that only some portion of a
construction or capital project will result in a new or improved
City facility, building or park, or some portion thereof, then the
City Council may only waive that portion of any associated fees
directly relating to the construction, improvement or enhancement
of the City facility, building or park. If appropriate, the
summary and recommendation report to the City Council will include
a recommendation on waiving fees, and the Council can approve or
deny the waiver recommended by staff.
NOTE:Questions and/or clarification of this policy should be
directed to the Office of the City Manager.