HomeMy WebLinkAbout1996-09-24 City Council (17)City of Palo Alto
City Manager’s Repor
TO:HONORABLE CITY COUNCIL
FROM:CITY MANAGER DEPARTMENT: ADMINISTRATIVE
SERVICES
AGENDA DATE: SEPTEMBER 24, 1996 CMR:403:96
SUBJECT:UPDATE ON MIDTOWN REVITALIZATION PLAN
IMPLEMENTATION AND REQUEST FOR COUNCIL
DIRECTION ON CITY PARTICIPATION IN COSTS
REQUEST
This report provides an update on discussions with property owners in the Midtown Business
District regarding the potential for public financing of improvements to assist in
revitalization of the Midtown core area. Policy direction is also requested from the Council
regarding reimbursement of costs incurred by the City to support the Midtown revitalization
efforts.
RECOMMENDATION
Staff recommends that the Council:
°
Provide direction to staff as to the Council’s intent regarding whether the $73,725
already spent to assist the property owners in developing a Conceptual Master Plan
should be reimbursed through any future financing, or another method should tax
exempt financing not be pursued.
Provide direction to staff and the property owners as to the expectation for
reimbursement of additional expenses incurred by the City to assist in the Midtown
revitalization efforts. These expenses include: a) $35,000 already approved by
Budget Amendment Ordinance (BAO) for traffic consulting and a planning consultant
to prepare ordinance changes to initiate the Neighborhood Commercial Midtown
Shopping Center District Zone (NC-MSC); and b) $35,000 to $60,000 for financial
consulting services, approved conceptually on July 22.
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Provide direction to staff and the property owners regarding expectation for City
participation in the construction costs for improvements identified-in the Conceptual
Master Plan.
BACKGROUND
On July 22, 1996, the Council approved a staff recommendation to proceed with Phase 2 of
the Midtown revitalization’efforts. Specifically, the Council directed staff to:
ao Return to the Planning Commission (PC) and Architectural Review Board (ARB) to
initiate a Neighborhood Commercial Midtown Shopping Center District Zone (NC-
MSC). This zone would be applicable only to the Midtown core area and would be
based on review and refinement of the Midtown Conceptual Master Plan developed
over the past year.
bo Work with a subcommittee of the Midtown commercial property owners to identify
financing mechanisms for implementation of on-site parking, sidewalk and circulation
improvements within the Midtown core area.
Return with a Budget Amendment Ordinance (BAO) to retain the services of a
financial consultant to work with property owners, to ensure that the broad outlines
of a financing plan are understood and continue to be supported by the property
owners as the project progresses; and to structure a debt package to bring to the
financial markets.
do
eo
f.
Return with a BAO and amended contract for the traffic consultant to provide an
additional $15,000 for traffic analysis related to the installation of a new traffic signal
on Middlefield Road at Bryson Avenue, and for traffic analysis for the environmental
review of the Conceptual Master Plan and proposed new NC-MSC zone.
Retum with a BAO for up to $20,000 of contract planner time to.expedite review of
the Conceptual,Master Plan and the NC-MSC zone.
Draft a policy permitting the City-owned parking lot to be used as a credit for parking
required for reuse/redevelopment of structures within the Midtown core area.
DISCUSSION
Meetings with Midtown Property_ Owners
Following Cotmcil action on July 22, staff initiated a meeting with the subcommittee of the
Midtown property owners to discuss implementation of the Council’s direction. The
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outcome of that meeting was a request from the subcommittee to delay any work on public
improvements or tax-exempt financing of such improvements until the owners could have
further discussions amongst themselves about other financing options. The subcommittee
asked that the City proceed with initiating the NC-MSC zone and with relocating the traffic
signal. They also requested consulting assistance from the City to explore fmancing options
other than tax-exempt financing.
The property owners scheduled another meeting with selected Council Members on
September 10, which the City Manager also attended. At that meeting, the property owners
expressed uncertainty about the Council’s financial commitment to Midtown revitalization
efforts. Individual property owners vary in their ability to contribute financially to the
revitalization envisioned by the Conceptual Master Plan, and there is a perception that the
City has already committed to some level Of financial participation, even though no formal
Council action has been taken in this regard. The property owners also introduced the
possibility of phasing the project, and the retention of a landscape architect to work on what
they characterized as "Phase 1" improvements. The property owners were advised that
finalization of the Conceptual Master Plan was a necessary precondition to both the traffic
signal relocation plan and completion of the NC-MSC zone Changes.
Progress on Midtown Work Plan
Staff has received Council approval of a BAO for up to $20,000 of contract planner time to
expedite review of the Conceptual Master Plan and the NC-MSC zone. A consultant has
been retained and a preliminary workplan prepared. That preliminary workplan envisioned
a study session with the ARB and PC in early October, with review of the proposed zoning
and final Master Plan by the ARB and PC in November; and with recommendations from the
ARB and PC coming to the Council in January 1996. This timeline will need to be revised
somewhat, as the property owners have not yet retained an architect to finalize the
Conceptual Master Plan, which is a necessary precursor to proceeding with the zoning
ordinance changes. A meeting of the property owners to discuss the next step in the
revitalization effort is scheduled for September 18. Assuming that the property owners retain
the architect to begin work on finalizing the Conceptual Master Plan in late September or
early October, staff would estimate a study session with the ARB and PC in early November
1996. Should the property owners find it necessary to delay this part of the project, however,
staff will have difficulty scheduling the initial study session with the ARB and PC, due to
anticipated meetings with both bodies on the Draft Comprehensive Plan. This would result
in a delay in the adoption of the new ordinance until sometime in early to mid-1997.
A BAO and amended contract for the traffic consultant to provide an additional $15,000 for
traffic analysis and evaluation related to the proposed new traffic signal on Middlefield Road
at Bryson Avenue, and for traffic analysis for the environmental review of the Conceptual
Master Plan and proposed new NC-MSC zone was also approved by the Council. The
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workplan associated with this part of the project consists of 4 phases: planning (2 months),
pre-design (2 months), design (3 months), and construction (7 months). The planning phase
is already funded. The design and construction phase will require an additional $135,000.
The detailed design for the new driveway, which is part of the finalization of the Conceptual
Master Plan, will need to be completed before the start of design for the traffic signal, and
construction of the new driveway will need to be completed prior to the start of construction
for the traffic signal.
Finally, Council approved staff’s recommendation that a BAO be prepared for financial
consultant services which would be required to move forward with Phase 2 of the Midtown
Revitalization Project. Staff prepared an amendment to the existing contract with Keyser
Marston and Associates, to provide such assistance during a transition period, prior to
retaining underwriting/financial advisor services in conjunction with debt i~suance.
However, given the uncertainty about the financing of the project at this time, staff is not
proposing to retain fmancial consulting assistance, but may return at a later date with a BAO,
should such assistance be required.
Reimbursement of City_ Expenditures for Midtown Revitalization
At the meetings with the property owners, questions were raised about the appropriateness
of having portrayed, at the July 22, 1996 Council meeting, the $73,725 already spent by the
City to assist the property owners in developing a Conceptual Master Plan as reimbursable
from the proceeds of tax-exempt financing, should this option be pursued. Previous staff
reports (CMR:255:95 and CMR:415:95) have indicated that these expenses represented the
City’s contribution to a "public/private partnership." It is the expectation of the property
owners, therefore, that these costs would not be reimbursed to the City through a tax-exempt
financing, or reimbursed by another method should tax-exempt financing not be pursued.
Council’s approval of BAO’s totaling $35,000 for consultant assistance for the zoning
ordinance changes and ’for traffic consulting assistance, as well as any needed financial
consulting assistance (estimated to cost $35,000 to $60,000) were, however, proposed by
staff in the context of an anticipated tax-exempt financing, and represented to the Council
as being reimbursable. Given that such reimbursement through tax-exempt financing appears
less likely, staff is requesting Council direction as to its expectation for reimbursement of
these expenditures.
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MIDTOWN REVITALIZATION PRO~CT
COSTS INCURRED/COMMITTED TO-DATE
Phase 1:
Market Analysis
Traffic Consultant
Meeting Facilitation
Economic Consultant
Subtotal - Phase 1
$26,225
17,500
10,000
20,000
$73,725
Phase 2:
Traffic Consultant
Planning Consultant
Financial Consultant
Subtotal - Phase 2
$15,000
20,000
$35 to $60,000
$70 to $95,000
TOTAL $143,725 to $168,725
Staff is also requesting Council direction for City participation in the capital costs which are
associated with implementation of the final Master Plan. These include:
MIDTOWN SITE CONSTRUCTION COSTS
General Construction
Demolition
Parking Lot Paving
Storm Drainage
Sidewalk
Landscaping
Lighting
Design/Testing
Traffic Signal
TOTAL
$57,000
82,000
415,000
57,000
264,000
88,000
37,000
150,000
135,000
$1,285,000
CMR:403:96 Page 5 of 7
POLICY IMPLICATIONS
The City’s policy for costs incurred in private redevelopment is to require the developer to
pay all such costs. Those costs include any improvements on private property, as well as any
improvements to public property (sidewalks, tree planters, etc.) that are the result of
development and are not initiated as part of the regular City maintenance or capital program.
Participation. in such costs as part of the Midtown revitalization effort would represent a
change from this policy.
To the extent that future commercial redevelopment or revitalization efforts may require City
assistance in initiating action, the City’s financial contribution to the Midtown efforts may
be perceived as setting a precedent for public participation in private redevelopment.
FISCAL IMPACT
The General Fund Budget Stabilization Reserve (BSR) has been the source of the $143,725
to $168,725 either spent or committed to date to assist the Midtown revitalization efforts,
and would also be the source for additional expenditures, with the exception of the traffic
signal, which could be financed from the Electric Fund Rate Stabilization Reserve.
ENVIRONMENTAL ASSESSMENT
An environmental assessment will be done for the proposed zone change. No environmental
assessment is required at this time.
ALTERNATIVES
The Council has a number of options with
revitalization effort. Examples include:
regard to participating in the Midtown
O Continuation of the current City policy to require private development to pay the costs
of such development.
O
o
Extension of the public/private partnership philosophy used to date for consulting
assistance to the capital rehabilitation efforts associated~with implementation of the
Midtown Master Plan, with individual project components subject to negotiation with
the property owners as to whether they will be paid by the owners or by the City.
Provision of City funding on a "matching" basis for some or all components of Master
Plan implementation.
CMR:403:96 Page 6 of 7
PREPARED BY:
Harrison
Deputy City Manager,
Administrative Services
CITY MANAGER APPROVAL:
Fleming
Manager
CC:rga
Related CMR’s: CMR:331:96, CMR:415:95, CMR:255:95
CMR:403:96 Page 7 of 7