HomeMy WebLinkAboutReso - CC - 051-2013RESOLUTION NO. 51-2013
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF BURLINGAME, CALIFORNIA,
APPROVING THE ANNUAL REPORT FOR
THE DOWNTOWN BURLINGAME AVENUE STREETSCAPE IMPROVEMENT PROJECT
FOR FISCAL YEAR 2013114
The City Council (the "Council') of the City of Burlingame (the "City') does resolve as follows:
WHEREAS, the Council previously completed its proceedings in accordance with and
pursuant to the Landscaping and Lighting Act of 1972, Part 2, Division 15 of the California
Streets and Highways Code (commencing with Section 22500) (the "Act') to establish the City's
Downtown Burlingame Avenue Streetscape Improvement Project (the "Assessment District');
and
WHEREAS, the City has retained NBS for the purpose of assisting with the annual levy
of the Assessment District, and the preparation and filing of an Annual Report; and
WHEREAS, the Council has, by previous resolution, ordered NBS to prepare and file
such Annual Report; and
WHEREAS, NBS has prepared and filed such Annual Report with the Clerk; and
WHEREAS, the Council has reviewed the Annual Report submitted by NBS.
NOW, THEREFORE BE IT RESOLVED, DETERMINED, AND ORDERED BY THE
COUNCIL, AS FOLLOWS:
1. Approval of Report: The Council hereby approves the Annual Report concerning the
levy of assessments as submitted by NBS for the fiscal year commencing July 1, 2013
and ending June 30, 2014.
Ann Keig
I, Mary Ellen Kearney, City Clerk of the City of Burlingame, do hereby certify that the foregoing
Resolution was introduced at a regular meeting of the City Council held on the 3rd day of June,
2013 and was adopted thereafter by the following vote:
AYES: COUNCILMEMBERS: BAYLOCK, BROWNRIGG, DEAL, KEIGHRAN, NAGEL
NOES: COUNCILMEMBERS: NONE
ABSENT: COUNCILMEMBERS: NONE
ary Elldn Kearney, City Cler
TABLE OF CONTENTS
1. EXECUTIVE SUMMARY 1-1
2. INTRODUCTION 2-1
2.1. Background of District ................... ......................... ...................................... 2-1
2.2. Reason for the Assessment..........................................................................2-1
2.3. Establishment of the Assessment.................................................................2-1
3. PLANS AND SPECIFICATIONS 3-1
3.1. Description of the Boundaries of the District.................................................3-1
3.2. Description of the District Improvement Project............................................3-1
3.3. Map of District Improvement Project ............. ............................... ................. 3-1
4. ESTIMATE OF COSTS 4-1
4.1. District Improvement Project Budget............................................................4-1
5. SPECIAL AND GENERAL BENEFIT 5-1
5.1.
Introduction...................................................................................................5-1
5.2.
Identification of Benefit.................................................................................5-1
................... 6-2
5.3.
Separation of General Benefit......................................................................5-3
5.4.
Quantification of General Benefit..................................................................5-4
5.5.
Apportioning of Special Benefit.....................................................................5-5
6. METHOD ASSESSMENT 6-1
6.1.
Assessment Budget......................................................................................6-1
6.2.
Method of Assessment Spread ............... ............................. ......
................... 6-2
6.3.
District Improvement Project Debt Financing................................................6-2
6.4.
Assessment Prepayment Formula................................................................6-3
7. ASSESSMENT DIAGRAM
7-1
8. ASSESSMENT ROLL 8-1
1. EXECUTIVE SUMMARY
On April 2, 2012, the City Council of the City of Burlingame, State of California, adopted Resolution No.
20-2012, a Resolution of the City Council of the City of Burlingame, California, Initiating Proceedings for
Proposed City of Burlingame Assessment District No. 2012-1, Pursuant to the Landscape and Lighting
Act of 1972 ("Resolution Initiating Proceedings") in connection with the formation of the assessment
district known and designated as "Assessment District No. 2012-1, Downtown Burlingame Avenue
Streetscape Improvement Project", (hereafter referred to as the "District").
The Resolution Initiating Proceedings directed NBS to prepare and file an Engineer's Report in
connection with the formation proceedings for the District. This Engineer's Report includes the reason for
the assessment, identifies the parcels upon which the assessment is imposed, and presents a basis upon
which the assessment is to be calculated.
The following assessment is authorized in order to pay the estimated costs of the improvements, debt
financing of the improvement costs and annual administrative costs to be paid by the assessable real
property within the boundaries of the District in proportion to the special benefit received. The following
table summarizes the assessment:
Description
Amount
District Improvement Project Costs
$11,770,664
Less: Allocation to General Benefit(1)
(3,395,837)
Subtotal: Allocation to Special Benefit
$8,374,827
Less: Sewer and Water Enterprise Fund Contribution(2)
($922,105)
Less: Additional Contribution from Parking Enterprise Fund
(2,977,722)
Total Amount to be Specially Assessed
$4,475,000
Annual Assessable Budget:
Average Annual Debt Service Payment(3)
$335,787
Total Annual Assessable Budget
$335,787
(1) See Section 5.4.
(2) Contemporaneously with the District Improvement Project, the City, using sewer and water
enterprise funds, is replacing the sewer and water lines under Burlingame Avenue (the overall
total cost for all projects is $15,921,549). A portion of the money for that project was allocated
for patching the streets and sidewalks. Since the District Improvement Project will eliminate the
need for patching, the $922,105 is being contributed to the District -Improvement Project.
(3) See Section 6.3.
This annual report prepared by NBS.
NBS
Assessment District No. 2012-1 — City of Burlingame 1-1
Prepared by NBS — Fiscal Year 2013114
2. INTRODUCTION
2.1. Background of District
The City of Burlingame ("City") has undertaken, in coordination with planned utility improvements, the
Downtown Burlingame Avenue Streetscape Improvement Project ("District Improvement Project"). The
District Improvement Project provides an opportunity for community stakeholders to plan and implement
streetscaping and sidewalk improvements that will complement the evolving vision and needs of the
Burlingame Avenue property owners, merchants and community. The District Improvement Project
improves the public infrastructure that fronts property along Burlingame Avenue (and portions of certain
side streets at intersections with Burlingame Avenue) between EI Camino Real and California Drive.
Further, the District Improvement Project enhances the overall experience of merchants and visitors by
creating a memorable Burlingame Avenue for shopping, dining and strolling.
2.2. Reason for the Assessment
The assessment covered by this Engineer's Report will generate the assessment revenue necessary to
provide for a portion of the public improvements provided by the District Improvement Project and further
described in Section 3.2 of this Engineer's Report. The District improvements may include but are not
limited to, all of the following: streetscape improvements, sidewalk improvements, District financing costs,
and administrative costs associated with the ongoing annual administration of the District.
2.3. Establishment of the Assessment
The City formed the District and established assessments by complying with the procedures specified in
Article MID and Proposition 218. In November 1996, the voters in the State of California added Article
MID to the California Constitution imposing, among other requirements, the necessity for the City to
conduct an assessment ballot procedure to enable the owners of each property on which assessments
are proposed to be enacted, the opportunity to express their support for, or opposition to, the proposed
assessment. The basic steps of the assessment ballot procedure are outlined below.
The City prepared a Notice of Public Hearing ("Notice"), which describes, along with other mandated
information, the reason for the proposed assessments and provided a date, time, and location of a public
hearing to be held on the matter. The City prepared an assessment ballot, which clearly gave the
property owner the ability to sign and execute their assessment ballot either in favor of, or in opposition
to, the assessment. The Notice and assessment ballot were mailed to each affected property owner
within the District a minimum of 45 days prior to the public hearing date as shown in the Notice. The City
held community meetings with the property owners to discuss the issues facing the District and to answer
property owner questions directly.
After the Notice and assessment ballot were mailed, property owners were given until the close of the
public hearing, as stated in the Notice, to return their signed and executed assessment ballot. During the
public hearing, property owners were given the opportunity to address the City Council and ask questions
or voice their concerns. After the public hearing, the returned assessment ballots received prior to the
close of the public hearing were tabulated, weighted by the proposed assessment amount on each
property and the results were announced by the City Council.
Article MID provides that if, as a result of the assessment ballot proceeding, a majority protest is found to
exist, the City Council shall not have the authority to enact the assessments as proposed. A majority
Assessment District No. 2012-1 — City of Burlingame 2-1
Prepared by NBS — Fiscal Year 2013/14
protest exists if the assessments represented by ballots submitted in opposition exceed those submitted
in favor of the assessment. All returned ballots were tabulated and weighted according to the financial
obligation of each particular parcel. There wasn't a majority protest as described above and the City
Council approved the District formation and assessments.
The City Council will annually declare its intention to levy and collect the assessments within the District
and hold a public hearing concerning such levy of assessments. At which time all interested persons
shall be afforded the opportunity to hear and be heard.
Assessment District No. 2012-1 — City of Burlingame 2-2
Prepared by NBS — Fiscal Year 2013/14
3. PLANS AND SPECIFICATIONS
The District provides for various Burlingame Avenue streetscape and sidewalk improvements located
within the public right-of-way and dedicated easements within the boundaries of the District.
3.1. Description of the Boundaries of the District
The boundaries of the District include properties located along Burlingame Avenue within the City. The
District runs along Burlingame Avenue and is bounded on the east by California Drive and on the west by
EI Camino Real. The City will not provide public improvements from the District Improvement Project to
any area located outside of the District boundaries.
Section 7 of this Engineer's Report provides an assessment diagram that more fully provides a
description of the District's boundaries and the parcels within those boundaries.
3.2. Description of the District Improvement Project
The District Improvement Project includes streetscape items such as sidewalk, street and pedestrian
lighting, trees and landscaping, seating, signage, kiosks, gateway treatments, site furnishings, and other
parking improvements, appurtenant facilities, and soft costs. The District Improvement Project provides
for public improvements to be distributed throughout the entire District, and as such, are of direct and
special benefit to the parcels within the District. The District Improvement Project consists of a classic
design style with touches of traditional and contemporary design. This desired design style will create a
structured, timeless design with patterned, elegant materials consistent throughout the Burlingame
Avenue area.
Not only does the District Improvement Project provide necessary street improvements, but it allows for
an increase in pedestrian space along Burlingame Avenue. To allow for this additional pedestrian space,
parallel parking will replace the existing angled parking. The change from angled parking to parallel
parking will allow for an expanded 16 foot width of sidewalk area on both sides of Burlingame Avenue.
This additional sidewalk area can provide sufficient space for seating, art features, landscaping, and
lighting.
Burlingame Avenue will be maintained with two-way traffic and 10 foot wide travel lanes. The parallel
parking stalls, with a parking assist zone, will have a width of nine feet. The parking assist zone allows for
car door openings and limited bike through lanes along Burlingame Avenue.
At the intersection corners along Burlingame Avenue bulb -outs are proposed to allow for additional
pedestrian areas. In addition to providing an enhanced pedestrian area, the corner intersection bulb -outs
will reduce pedestrian crossing distances. As an additional safety feature, the crosswalks will be of a
different construction material than the street surface to provide a warning for traffic to slow down.
The District Improvement Project includes asphalt paving in the roadway and colored concrete for the
parking and parking assist zones. The sidewalks, corner intersection bulb -outs and cross walks will be
constructed of concrete pavers. Trees, street lights with limited features and other public furnishings will
also be included throughout the District.
3.3. Map of District Improvement Project
The following map provides the approximate location (for reference only — may not include all) of the
improvements provided by the District Improvement Project throughout the District.
Assessment District No. 2012-1 — City of Burlingame 3-1
Prepared by NBS — Fiscal Year 2013114
4. ESTIMATE OF COSTS
The estimated cost of the District Improvement Project as more fully described in Section 3 of this
Engineer's Report is outlined below.
4.1. District Improvement Project Budget
The following table provides the budget for the District Improvement Project. Refer to Section 6 for more
detail on the financing plan and the annual assessment budget.
Description
Amount
District Improvement Project Costs
Vehicle Roadway and Parking
$1,525,392
Pedestrian Sidewalk
5,880,307
Intersections and Crosswalks
796,036
Pedestrian Access Control
501,535
Construction Phasing
398,717
Construction Contingency
1,305,490
Construction Management
881,261
Professional Design Fees
322,439
Construction Engineering
159.487
Total District Improvement Project Costs
$11,770,664
Contemporaneously with the District Improvement Project, the City, using sewer and water enterprise
funds, is replacing the sewer and water lines under Burlingame Avenue (the overall total cost for all
projects is $15,921,549). By completing the District Improvement Project in coordination with the utility
improvements, it will save significant project costs and minimize the construction impacts to property and
businesses along Burlingame Avenue. A portion of the planned utility improvement budget, $922,105, is
allocated for patching the streets and sidewalks. Since the District Improvement Project will eliminate that
need for patching, the $922,105 is being contributed to the streetscape project from the sewer and water
enterprise funds and thus will not be specially assessed. Thus, overall, the District Improvement Project
will be funded by state gas tax, Measure A funds, grant funds, sewer and water enterprise funds, the
parking enterprise fund, and revenues from District special assessments.
Assessment District No. 2012-1 — City of Burlingame 4-1
Prepared by NBS — Fiscal Year 2013/14
5. SPECIAL AND GENERAL BENEFIT
5.1. Introduction
Pursuant to Article XIIID, all parcels that receive a special benefit conferred upon them as a result of the
improvements shall be identified, and the proportionate special benefit derived by each identified parcel
shall be determined in relationship to the entire costs of the improvements. Division 12 of the Streets and
Highways Code, the Landscaping and Lighting Act of 1972, permits the establishment of assessment
districts by local agencies for the purpose of providing certain public improvements necessary or
convenient for providing certain public services.
Section 22573 of the Landscape and Lighting Act of 1972 requires that assessments must be levied
according to benefit rather than according to assessed value. This Section states:
"The net amount to be assessed upon lands within an assessment district may be
apportioned by any formula or method which fairly distributes the net amount among all
assessable lots or parcels in proportion to the estimated benefit to be received by each
such lot or parcel from the improvements."
Article XIIID, Section 4(a) of the California Constitution limits the amount of any assessment to the
proportional special benefit conferred on the property. Article XIIID also provides that publicly owned
properties must be assessed unless there is clear and convincing evidence that those properties receive
no special benefit from the assessment. Examples of parcels exempted from the assessment would be
the areas of public streets, public avenues, public lanes, public roads, public drives, public courts, public
alleys, public easements and rights -of -ways, public greenbelts and public parkways.
Furthermore, Proposition 218 requires that the City separate the general benefit from special benefit, so
only special benefit may be assessed.
5.2. Identification of Benefit
The District Improvement Project will provide benefits to both those properties within the District
boundaries and to the community as a whole. The benefit conferred to property within the District can be
grouped into three primary benefit categories; aesthetic benefit, safety benefit, and economic activity
benefit. The three District benefit categories are further expanded upon in each section below.
Aesthetic Benefit
The aesthetic benefit relates to the increase in the overall aesthetics as a result of the District
Improvement Project. The District Improvement Project will provide public street and sidewalk
infrastructure beautification throughout the District that will enhance the overall image and desirability of
the properties within the District. Burlingame Avenue streetscape improvements within the District were
last completed back in the early 1960s. Since that time, the public facilities have deteriorated. The
following aesthetic benefits will be provided as a result of the District Improvement Project:
• The District Improvement Project will enhance the community identity of the Burlingame Avenue
area, which will lead to a stronger and healthier street corridor. The image of the Burlingame
Avenue area will be increased by correcting the visual clutter such as trash containers and news
racks that currently encroach on the pedestrian area.
• Uniform and up to date streetscape and sidewalk improvements will create cohesion throughout
the District from EI Camino Real to California Drive. This District cohesion will enhance the retail
experience as well as encourage maximum use of space.
Assessment District No. 2012-1 — City of Burlingame 5-1
Prepared by NBS — Fiscal Year 2013/14
• Upgraded streetscaping and sidewalk amenities provided by the District Improvement Project will
enhance the appearance, desirability, and "livability" of the property directly fronting the
improvements provided throughout the District.
As a result of the District Improvement Project, the overall "livability" of the District will increase.
"Livability" encompasses several qualities and characteristics that are unique to a specific area. The
Victoria Transport Policy Institute (www.vtpi.org) expands on the concept of "livability" and the various
benefits associated with that designation:
"The livability of an area increases property desirability and business activity. Livability is
largely affected by conditions in the public realm, places where people naturally interact
with each other and their community, including streets, parks, transportation terminals
and other public facilities. Livability also refers to the environmental and social quality of
an area as perceived by employees, customers and visitors. This includes local
environmental conditions, the quality of social interactions, opportunities for recreation
and entertainment, aesthetics, and existence of unique cultural and environmental
resources."
Safety Benefit
The District Improvement Project will provide an increased level of safety to the property, businesses and
visitors to the District. Additionally, the District Improvement Project will help mitigate potential criminal
activity throughout the District area. The following safety benefits will be provided as a result of the
District Improvement Project:
• The District Improvement Project will repair uneven and deteriorating sidewalks within the District.
Improvements to the existing sidewalk infrastructure will reduce the number of future trip and fall
occurrences potentially occurring in front of District property.
• The District Improvement Project will provide better lighting throughout the Burlingame Avenue
area. The improved lighting will ensure that sidewalks, streets, and property fronts are more
visible. This increased level of visibility will reduce the opportunities for vandalism to property
within the District.
• Wider sidewalks provide additional space between vehicle and property as well as vehicle and
pedestrian, which provides a safety benefit for both property and pedestrian.
• Traffic calming improvements can reduce automobile traffic and speeds, which in turn, increases
the safety for vehicular passengers, pedestrians, and other non -motorized travels.
The streetscaping strategies utilized in the development of the District Improvement Project will provide
numerous safety benefits to property and people throughout the District. Again, the Victoria Transport
Policy Institute (www.vtpi.org) notes the safety benefit attributable to streetscaping improvements:
"Several studies indicate that common streetscaping strategies, such as landscaping and
narrowing traffic lanes, tend to increase traffic safety. Streetscaping that reduces traffic
speeds and improves pedestrian crossing conditions can significantly reduce collisions.
Research by the U.S. Highway Safety Research System concludes that road diets
(arterial street traffic calming) typically reduce crash rates by 47% on major highways
through small urban areas, by 19% on corridors in larger city suburban areas, and 29%
overall."
Assessment District No. 2012-1 — City of Burlingame 5-2
Prepared by NBS — Fiscal Year 2013/14
Economic Activity Benefit
The economic activity benefit relates to the increase in the District's economic activity and further
potential as a result of the District Improvement Project. The economic activity for property within the
District can best be described as the ability for the property within the District to develop and operate at
the property's highest and best use. Properties within the District will receive the following economic
activity benefits as a result of the District Improvement Project:
• The District Improvement Project will revitalize the Burlingame Avenue area. This revitalization
will encourage new business development and existing business expansion which will reduce
vacancy rates and increase lease rates for property within the District.
• The planned streetscaping improvements will encourage an increase in commerce throughout the
District. The Burlingame Avenue area will become more pedestrian friendly, thus improving
customer activity for stores and restaurants.
The streetscaping improvements not only add economic value to property adjacent to the improvements,
but the improvements make the property appear more stable and prosperous. The National Complete
Streets Coalition (www.completestreets.org) notes that:
"Street design that is inclusive of all modes of transportation, where appropriate, not only
improves conditions for existing businesses, but also is a proven method for revitalizing
an area and attracting new development. Washington, DC's Barracks Row was
experiencing a steady decline of commercial activity due to uninviting sidewalks, lack of
streetlights, and speeding traffic. After many design improvements, which included new
patterned sidewalks, more efficient public parking, and new traffic signals, Barrack's Row
attracted 44 new businesses and 200 new jobs. Economic activity on this three-quarter
mile strip (measured by sales, employees, and number of pedestrians) has more than
tripled since the inception of the project."
5.3. Separation of General Benefit
Section 4 of Article XIIID of the California Constitution provides that once a local agency which proposes
to impose assessments on property has identified those parcels that will have special benefits conferred
upon them and upon which an assessment will be imposed, the local agency must next "separate the
general benefits from the special benefits conferred," and only the special benefits can be included in the
amount of the assessments imposed.
General benefit is an overall and similar benefit to the public at large resulting from the improvements to
be provided by the assessments levied. The District improvements, which are more fully presented in
Section 3.2 of this Engineer's Report, will be constructed and provided within the District boundaries only.
There will be no improvements from the District Improvement Project constructed outside of the District
boundaries.
The District Improvement Project will provide aesthetic, safety, and economic benefits to the property
within the District, but it is recognized that the District Improvement Project will also provide a level of
benefit to some property and businesses within proximity to the District, as well as visitors and individuals
passing through the District. Vehicular and pedestrian traffic from property within and outside of the
District as well as individual passing through the downtown Burlingame Avenue area will be able to utilize
the improvements to not only access property and businesses located within a close proximity to the
District, but also roadways located outside of the District. Therefore, the general benefit created as a
result of the District Improvement Project has been considered.
Assessment District No. 2012-1 — City of Burlingame 5-3
Prepared by NBS — Fiscal Year 2013/14
5.4. Quantification of General Benefit
In order for property within the District to be assessed only for that portion of special benefit received from
the District Improvement Project, the general benefit provided by the District Improvement Project needs
to be quantified. The amount of general benefit provided from the District Improvement Project can not
be assessed to the benefitting properties within the District. To quantify the general benefit provided to
the variety of traffic that passes through the District for the general benefit of enjoying the surrounding
atmosphere, observing the level of economic activity, or accessing adjacent property or arterial streets in
a more efficient and safe manner, both vehicular and pedestrian traffic flows have been incorporated in
the quantification of general benefit.
Vehicular Traffic Activity
Access to the Burlingame Avenue commercial core area is provided by major north -south arterials.
Those major arterials are EI Camino Real to the west of the District and California Drive to the east of the
District. Collector streets feed traffic to these and other arterials throughout the City. As such,
Burlingame Avenue is considered a collector street within the City. In 2010, the City adopted the
Burlingame Downtown Specific Plan ("Specific Plan"). The Specific Plan included a Traffic Impact
Analysis Technical Memorandum ("Traffic Analysis") prepared by Wilbur Smith Associates. This Traffic
Analysis evaluated existing traffic conditions at various points throughout the project area. One point
evaluated by the consultants was existing travel conditions at the intersection of Burlingame Avenue and
Park Road. The Traffic Analysis evaluated, among other characteristics, traffic counts, turning movement
data, vehicle delay, and level of service for each intersection. Existing conditions for the project area
intersections, including the Burlingame Avenue intersection, were evaluated during a weekday, evening
peak hour timeframe. There were 664 observed traffic counts at the intersection of Burlingame Avenue
and Park Road. Park Road terminates at Burlingame Avenue requiring traffic to either turn left or right
onto Burlingame Avenue. In addition to the Traffic Analysis, information related to vehicle trips by
purpose was used from the Summary of Travel Trends 2009 National Household Travel Survey ("2009
NHTS) sponsored by the U.S. Department of Transportation Federal Highway Administration. Of the
observed 2,171 vehicle trips in the 2009 NHTS survey, 643 trips represented social, recreational and
other travel purposes; the remaining 1,425 vehicle trips represented work, shopping and other errands.
Applying this vehicle trip breakdown to the observed traffic counts at the intersection of Burlingame
Avenue and Park Road, 207 of the traffic counts represent social, recreational and other travel purposes
not directly related to District activities but more likely utilizing Burlingame Avenue as a collector street to
feed to one of the adjacent arterial streets. This non -District related traffic count represents approximately
31.20% of the total observed traffic counts and is considered to be general benefit from the District
Improvement Project.
Pedestrian Traffic Activity
As result of the sidewalk improvements and beautification provided by the District Improvement Project,
there will be a level of benefit to those pedestrians not involved with any of the shopping, dining, or other
commerce activities provided by the District properties. People walk for a variety of reasons; work,
errands, shopping, recreation, health, and many others. Further, pedestrians will seek out and utilize
sidewalk facilities that provide a safe place to walk as well as an environment that provides a certain
amount of visual interest. Again, the 2009 NHTS analyzed the annual number of walking trips and the
purpose of the walking trips made by individuals surveyed. Of the annual total 40,962 (in millions)
walking trips, 30,129 of those walking trips were for travel, work, shopping, errands, business obligations,
and meals; the remaining 10,833 walking trips were for social, recreational, and other purposes. The
social, recreational, and other purpose walking trips represented 26.5% of the total walking trips reported.
Therefore, to account for that portion of the Burlingame Avenue pedestrian activity utilizing the
improvements provided by the District Improvement Project for non -District related activities, 26.50% of
pedestrian traffic activity is considered to be of general benefit.
Since the District Improvement Project will provide a blend of both vehicular and pedestrian activity the
two categories must be addressed in a collective form rather than independently. Therefore, to
appropriately quantify the overall level of general benefit provided by the District Improvement Project the
Assessment District No. 2012-1 — City of Burlingame 5-4
Prepared by NBS — Fiscal Year 2013/14
arithmetic mean of the general benefit percentages from the vehicular traffic activity and the pedestrian
traffic activity has been calculated. This general benefit result is provided in the table below.
Description
Percentage
General Benefit
28.85%
Accordingly, 71.15% of the benefits from the District Improvement Project are considered to provide
special benefits to the properties within the District and thus could be subject to assessment therein.
5.5. Apportioning of Special Benefit
As outlined above, each of the parcels within the District is deemed to receive special benefit from the
District Improvement Project. Each parcel that has a special benefit conferred upon it as a result of the
District Improvement Project is identified and the proportionate special benefit derived by each identified
parcel is determined in relationship to the entire cost of the District Improvement Project.
Benefit Point Assignment
Aesthetic Benefit Points
Aesthetic benefit points are assigned based upon not only the property's location to the District
Improvement Project, but also the property's zoning designation. All District parcels are located within the
Burlingame Avenue Commercial District, which has a commercial zoning designation. Additionally, since
the District Improvement Project is provided uniformly throughout the District all properties within the
District are within the same proximity to the location of the infrastructure provided by the District
Improvement Project. Therefore, the aesthetic benefit to each parcel in the District is deemed to be the
same. Each property within the District is assigned one (1.00) benefit point for the aesthetic benefits
received from the District Improvement Project.
Safety Benefit Points
The safety benefit points are assigned based upon not only the property's location to the District
Improvement Project, but also the property's zoning designation. All District parcels are located within the
Burlingame Avenue Commercial District, which has a commercial zoning designation. Additionally, since
the District Improvement Project is provided uniformly throughout the District all properties within the
District are within the same proximity to the location of the infrastructure provided by the District
Improvement Project. Therefore, the safety benefit to each parcel in the District is deemed to be the
same. Each property within the District is assigned one (1.00) benefit point for the safety benefits
received from the District Improvement Project.
Economic Activity Benefit Points
The economic activity benefit points are assigned based upon not only the property's location to the
District Improvement Project, but also the property's zoning designation. All District parcels are located
within the Burlingame Avenue Commercial District, which has a commercial zoning designation.
Additionally, since the District Improvement Project is provided uniformly throughout the District all
properties within the District are within the same proximity to the location of the infrastructure provided by
the District Improvement Project. Therefore, the economic activity benefit to each parcel in the District is
deemed to be the same. The Burlingame Avenue Commercial District is already a well-established
commercial district with a strong economic activity presence. The Burlingame Avenue area features a
mixture of restaurants, national retail stores, and many locally based retailers. Marketing and promotional
efforts to increase the economic presence of an expanded area that includes the District boundaries is
currently being funded by the Burlingame Avenue Downtown Business Improvement District ("DBID"). In
an effort to increase the economic presence, business owners within the DBID pay an annual
assessment to fund various activities that aid in the promotion, advertising and image building of the
businesses within the DBID boundaries. Existing marketing and promotional activities throughout the
District area have resulted in higher tenant lease rates. According to Loopnet.com on March 23, 2012, the
Assessment District No. 2012-1 — City of Burlingame 5-5
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average lease rate along Burlingame Avenue is approximately 45% higher than the average lease rate
along the City's Broadway Avenue, another commercial area. Retail sales are also strong within the
District, according to City Economic Development data, with sales per square foot generally ranging from
$300 to $800+ per square foot. Further, there have been a few new buildings constructed in the
downtown in recent years and several major remodels of existing buildings to accommodate new retail
uses generally limited to tenant improvements. Given this already existing strong economic activity
presence throughout the District, as well as the potential for property to further develop and enhance their
economic presence, each property within the District is assigned one-half (0.50) benefit point for the
economic activity benefits received from the District Improvement Project.
The following table provides a summary of the special benefit points assigned to each parcel within the
District.
Parcel Factors
The method of apportioning the benefit to the parcels within the District reflects the proportional special
benefit assigned to each property from the District Improvement Project based upon the various property
characteristics for each parcel as compared to other properties within the District. As part of the special
benefit analysis various property characteristics were analyzed including parcel size, street frontage,
building size, land use, trip generation etc. Given that the special benefits provided by the District
Improvement Project focuses on aesthetic benefit, safety benefit, and economic activity benefits it was
determined that linear frontage and lot square footage are the most appropriate parcel factors. Each
parcel's linear frontage and lot square footage have been used as the primary assessment variables for
the calculation and assignment of parcel factors.
By adjusting the assigned special benefit points set forth above by parcel factors, a more complete
picture of the proportional special benefits received by each parcel from the District Improvement Project
is presented. Therefore, linear and lot parcel factors were calculated for each parcel in the District
according to the formulas below:
Linear Factor
Pursuant to Section 25.32.050 of the City's Zoning Code for the Burlingame Avenue Commercial District,
each lot shall have a street frontage of at least 50 feet. Utilizing the prescribed street frontage as set forth
in the City's Zoning code, a linear factor is calculated for each parcel based upon the assigned linear
frontage for the parcel divided by 50.00:
Linear Factor
Aesthetic
Safety
Economic
Parcel Land Use
Benefit Point
Benefit Point
Activity Benefit
Classification
Assignment
Assign ent
Point Assignment
All District Parcels
1.00
1.00
0.50
Parcel Factors
The method of apportioning the benefit to the parcels within the District reflects the proportional special
benefit assigned to each property from the District Improvement Project based upon the various property
characteristics for each parcel as compared to other properties within the District. As part of the special
benefit analysis various property characteristics were analyzed including parcel size, street frontage,
building size, land use, trip generation etc. Given that the special benefits provided by the District
Improvement Project focuses on aesthetic benefit, safety benefit, and economic activity benefits it was
determined that linear frontage and lot square footage are the most appropriate parcel factors. Each
parcel's linear frontage and lot square footage have been used as the primary assessment variables for
the calculation and assignment of parcel factors.
By adjusting the assigned special benefit points set forth above by parcel factors, a more complete
picture of the proportional special benefits received by each parcel from the District Improvement Project
is presented. Therefore, linear and lot parcel factors were calculated for each parcel in the District
according to the formulas below:
Linear Factor
Pursuant to Section 25.32.050 of the City's Zoning Code for the Burlingame Avenue Commercial District,
each lot shall have a street frontage of at least 50 feet. Utilizing the prescribed street frontage as set forth
in the City's Zoning code, a linear factor is calculated for each parcel based upon the assigned linear
frontage for the parcel divided by 50.00:
Linear Factor
=
Parcel's Assigned
50.00
Linear Street Frontage
There are several parcels located at street intersections within the District. The District Improvement
Project partially extends along the side streets at these intersections with Burlingame Avenue. To
account for the partial extension of the District Improvement Project at each street intersection, the side
street linear frontage has been added to each corner parcel to account for this increased linear frontage
adjacent to the District Improvement Project.
Assessment District No. 2012-1 — City of Burlingame 5-6
Prepared by NBS — Fiscal Year 2013114
Lot Factor
Pursuant to Section 25.32.050 of the City's Zoning Code for the Burlingame Avenue Commercial District,
each lot shall have an area of at least 5,000 square feet. Utilizing the prescribed lot square footage as
set forth in the City's Zoning code, a lot factor is calculated for each parcel based upon the assigned lot
square footage for the parcel divided by 5,000:
Lot Factor
=
Parcel's Assigned
/
5,000
+
Parcel's Total Economic
Lot Square Footage
x
Aesthetics Points
Total Special Benefit Point Calculation
Parcel's Total
Special Benefit
-
parcel's Total
+
Parcel's Total
+
Parcel's Total Economic
Points
x
Aesthetics Points
Safety Points
Activity Points
Parcel's Total Aesthetic Points
The District Improvement Project, as well as the store and property fronts that are adjacent to those linear
improvements will provide an enhanced level of interest and "curb appeal" that will add to the overall
experience along Burlingame Avenue. Since the planned improvements and furnishings are uniform
throughout the District, the "curb appeal" will be consistent for the front of each parcel located within the
District. Additionally, the uniform landscaping will aid in softening the surrounding edges of each parcel's
front exposure to the District Improvement Project by adding life, color and texture to the property's
appearance and overall pedestrian experience. Given the linear nature of the aesthetic benefits provided
by the District Improvement Project, the aesthetic benefit that each property receives is also perceived on
a linear basis. To appropriately quantify and assign the aesthetic benefit received by each parcel within
the District, the aesthetic benefit point is further adjusted according to the formula below:
Parcel's Total
Aesthetic Benefit
x
Linear Factor
Aesthetic Points
_
Points Assigned
x
Linear Factor
Parcel's Total Safety Points
The District Improvement Project will provide enhanced lines of travel and sight along Burlingame
Avenue, which will increase the level of safety by mitigating potential accidents and crime by having the
additional exposure to property and traffic. The lighting improvements will also increase the visual sight
line by providing additional exposure to property fronts, especially during the evening hours. This
additional exposure will reduce the potential for crime and vandalism to the front of property throughout
the District. Further, the sidewalk and parking zone along Burlingame Avenue will provide a buffer for
traffic and the property frontage. Again, given the linear nature of the safety benefits provided by the
District Improvement Project, the safety benefit that each property receives is also perceived on a linear
basis. To appropriately quantify and assign the safety benefit received by each parcel within the District,
the safety benefit point is further adjusted according to the formula below:
Parcel's Total
Safety Benefit
x
Linear Factor
Safety Points
Points Assigned
Parcel's Total Economic Activity Points
The District Improvement Project will create a more pedestrian friendly and inviting Burlingame Avenue
environment that will support and encourage additional commerce activity throughout the District. The
improvements will allow parcels within the District to develop and redevelop to their highest and best use
in accordance with City zoning and development regulations. However, the one limiting property
characteristic that constrains a parcel from developing to the highest and best use is the size of the, parcel
itself. The size of a parcel limits the amount of development and redevelopment that may occur on the
footprint of the parcel. Larger parcels allow for greater area to develop and redevelop than do smaller
Assessment District No. 2012-1 - City of Burlingame 5-7
Prepared by NBS - Fiscal Year 2013/14
parcels, which corresponds to larger parcels receiving proportionally greater economic activity benefit
when compared to smaller parcels within the District. Therefore, the economic activity benefit for parcels
in the District is in direct proportion to the size of the parcel. Since the economic activity benefits are in
direct relation to the size of a parcel, then the economic activity benefits provided by the District
Improvement Project is also perceived on a parcel size basis. To appropriately quantify and assign the
economic activity benefit received by each parcel within the District, the economic activity benefit point is
further adjusted according to the formula below:
Parcel's Total Economic
_
Economic Activity
x
Lot Factor
Activity Points
Benefit Points Assigned
Data Considerations and Parcel Changes
The use of the latest San Mateo County Assessor's Secured Roll information served as the basis in
determining each parcel's linear frontage and lot square footage, unless better data was available to the
City. In addition, if any parcel within the District is identified by the San Mateo County Auditor/Controller
to be an invalid parcel number, the linear frontage and lot square footage of the subsequent valid parcel
shall be the basis for assigning the future total special benefit points. If a single parcel subdivides into
multiple parcels, the total special benefit points shall be apportioned based on the linear frontage and lot
square footage of the newly created parcels.
Total Special Benefit Points
The total special benefit points assigned to the parcels in the District is 183.28. The following table
provides a breakdown of the total special benefit point assignment for each parcel in the District:
Assessment District No. 2012-1 — City of Burlingame 5-8
Prepared by NBS — Fiscal Year 2013/14
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6. METHOD ASSESSMENT
6. 1. Assessment
In order to assess the parcels within the District for the special benefits received from the District
Improvement Project, the general and special benefits must be separated. As previously, quantified in
Section 5.4 of this Engineer's Report, the general benefit received from the District Improvement Project
is 28.85°/x. Accordingly, 71.15% of the benefits from the District Improvement Project are considered to
provide special benefits to the properties within the District and thus could be subject to assessment
therein. However, as shown below, because of contributions from various funds available to the City,
including the sewer, water and parking enterprise funds, Measure A funds, and grant funds, only 38.02%
of the District Improvement Project costs are being specially assessed. Reducing the District
Improvement Project costs by these contributions, the total District Improvement Project costs to be
specially assessed is as follows:
Description
Amount
Total Net District Improvement Project Costs
$11,770,664
Less: General Benefit Contribution (28.85%)
(3,395,837)
Subtotal — Portion of Budget Assessable for Special Benefit
$8,374,827
Less: Sewer and Water Enterprise Fund Contribution
($922,105)
Less: Additional Contribution from Parking Meter Revenue
(2,977,722)
Total District Improvement Project Costs Assessed for Special Benefit(1)
$4,475,000
Annual Assessable Budget (including additional financing costs):
Average Annual Debt Service Payment for District Improvement Project Costs
$335,787
Total Annual Assessable Budget
$335,787
(1) This portion of the District Improvement Project Costs will be financed over a period of 30 years.
The City will advance the funds for the total District Improvement Project Costs assessed for special
benefit and will use the assessment revenues to repay itself, over a period of 30 years, for the District's
portion of that cost, $4,475,000, plus the City's estimated financing and interest costs. Section 6.3 of this
Engineer's Report provides the basis of the average annual debt service payment used to establish the
annual assessments.
Assessment Rate per Special Benefit Point
The assessment rate per special benefit point is calculated by dividing the total annual assessable budget
by the total special benefit points assigned to the parcels in the District. The following formula provides
the assessment rate per special benefit point calculation:
Total Annual Assessable Budget / Total Special Benefit Points =
. Assessment Rate per Special Benefit Point
$335,787 / 183.28 = $1,832.10
Assessment District No. 2012-1 — City of Burlingame 6-1
Prepared by NBS — Fiscal Year 2013/14
The total amount of financed District Improvement Project costs, which has been determined to provide
special benefit to parcels within the District, will be assessed over a period of 30 years. The individual
assessments are shown on the assessment roll in Section 8 of this Engineer's Report.
6.2. Method of Assessment
The method of assessment is based upon a formula that assigns the special benefit to each parcel, with
special benefit points being adjusted by parcel linear and lot factors. The formulas below provide a
summary of the annual assessment calculation for each parcel in the District.
Parcel's)Total =
Parcel's Assigned Aesthetic(D)
Aesthetic Points
Benefit Points (1.00)
Linear Factor
(B)
Parcel's
)Total =
Parcel's Assigned
X (D)
Safety Points
Safety Benefit Points (1.00)
Linear Factor
Parcel's Total Economic =
Parcel's Assigned Economic
X (E)
Activity Points
Activity Benefit Points (0.50)
Lot Factor
(D) _
Parcel's Assigned
1 50.00
Linear Factor
Linear Frontage
(E) _
Parcel's Assigned
5,000
Lot Factor
Lot Square Footage
Parcel's ))Total (A`) (B) (C)
Special Benefit - Parcel's Total + Parcel's Total + Parcel's Total Economic
Points Aesthetics Points Safety Points Activity Points
(F)
Parcel's Annual _ Assessment Rate: Parcel's Total
Assessment $1,832.10 X Special Benefit
Points
6.3. District Improvement Project Debt Financing
The $4,475,000 portion of District Improvement Project costs assessed to property within the District will
be financed over a period of 30 years. In addition to the amount of financed District Improvement Project
costs, any financing costs related to the issuance of debt such as the cost of issuance, original issue
discount, and contingencies will be included as part of the total amount financed. The total estimated
amount of debt to be financed is $5,245,000. The following table provides the estimated sources and
uses of the debt financing proceeds.
Assessment District No. 2012-1 - City of Burlingame 6-2
Prepared by NBS - Fiscal Year 2013114
Description
Amount
Sources:
Par Amount
$5,245,000.00
Less: Original Issue Discount
619,348.45
Total Sources
$4,625,651.55
Uses:
District Improvement Project Fund
$4,475,000.00
Cost of Issuance
150,000.00
Contingencies
651.55
Total Uses
$4,625,651.55
The City has calculated the annual assessment based on its estimated costs of financing the District's
portion of the District Improvement Project assessed for special benefit costs over a 30 year period, and
has determined that it requires an annual amount of $335,787 from the District. Any differences between
the actual financing costs incurred by the City and these estimates will not affect the annual assessments
shown in this Engineer's Report.
6.4. Assessment Prepayment Formula
Assessment Prepayment Formula During the 30 Days Following District Formation
In the 30 days after the formation of the District, property owners will have the option to prepay and
permanently satisfy their portion of the total District Improvement Project Costs assessed for special
benefit, without interest, and without financing costs, according to the following formula:
Total District parcel's Total District's Total
Parcel's 30 Day Improvement Project x Special - Special
Prepayment Amount Costs Assessed for
Special Benefit Benefit Points Benefit Points
Parcel's 30 Day Parcel's Total
Prepayment Amount $4,475,000 x Special T 183.28
Benefit Points
Assessment Prepayment Formula After the 30 Day Period Following District Formation
Property owners within the District may prepay and permanently satisfy their entire portion (no partial
prepayments) of the total annual assessment of an assessor's parcel, provided that a prepayment may be
made only if there are no delinquent assessments with respect to such assessor's parcel at the time of
prepayment. An owner of an assessor's parcel intending to prepay the ongoing annual assessment
obligation shall provide the City with written notice of intent to prepay. Within 30 days of receipt of such
written notice, the City shall notify such owner of the prepayment amount of such assessor's parcel. The
assessment prepayment amount shall be calculated by the following steps:
Step 1: Compute the special benefit points that could be assigned to the assessor's parcel prepaying the
annual assessment obligation in the fiscal year in which the prepayment would be received by the City.
Step 2: Divide the special benefit points computed pursuant to Step 1 for such assessor's parcel by the
total special benefit points that could be assigned in that fiscal year to property in the entire District.
Assessment District No. 2012-1 - City of Burlingame 6-3
Prepared by NBS - Fiscal Year 2013/14
Step 3: Multiply the quotient computed pursuant to Step 2 by the total annual assessment to compute
that portion of the total annual assessment to be prepaid ("Parcel's Annual Assessment Amount").
Step 4: Calculate the revenue stream produced by the Parcel's Annual Assessment Amount from the
date of prepayment up to and including the maturity date of the District, June 30, 2042, except that this
assumed final maturity date may be amended by the City no later than the time of the calculation of the
prepayment.
Step 5: Calculate the present value of the annual revenue stream determined in Step 4. The present
value shall be calculated using that discount rate which, when the prepayment is invested in City
approved available investments earning a rate of interest equal to the discount rate, would produce
annual revenues equal to the amount calculated in Step 4.
Step 6: Determine the prepayment amount by adding to the present value calculated in Step 5 any fees
or expenses incurred by the City in connection with the prepayment calculation or the application of the
proceeds of the prepayment.
Assessment District No. 2012-1 — City of Burlingame 6-4
Prepared by NBS — Fiscal Year 2013/14
7. ASSESSMENT DIAGRAM
An Assessment Diagram for the District is shown on the following page. The lines and dimensions of
each lot or parcel within the District are those lines and dimensions shown on the maps of the County
Assessor of the County of San Mateo, at the time this report was prepared, and are incorporated by
reference herein and made part of this Engineer's Report.
Assessment District No. 2012-1 — City of Burlingame 7-1
Prepared by NBS — Fiscal Year 2013/14
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8. ASSESSMENT ROLL
The assessment roll is a listing of the assessment apportioned to each lot or parcel, as shown on the last
equalized roll of the Assessor of the County of San Mateo. The following table summarizes the
assessments for the District for Fiscal Year 2013/14:
The assessment roll is a listing of the District assessment apportioned to each lot or parcel, as shown on
the last equalized roll of the Assessor of the County of San Mateo. The assessment roll for the District is
listed on the following page.
Assessment District No. 2012-1 — City of Burlingame 8-1
Prepared by NBS — Fiscal Year 2013/14
Total
Property Land
Parcel
Special Benefit
Allowable Annual
Total Annual
Use Type
Count
Points
Assessment
Assessment
All Parcels
45
169.29
$1,832.10 --per —special
$310,156
benefit point
Total
45
169.29
$310,156
The assessment roll is a listing of the District assessment apportioned to each lot or parcel, as shown on
the last equalized roll of the Assessor of the County of San Mateo. The assessment roll for the District is
listed on the following page.
Assessment District No. 2012-1 — City of Burlingame 8-1
Prepared by NBS — Fiscal Year 2013/14
City of Burlingame
City of Burlingame Assessment District No. 2012-1
Downtown Burlingame Avenue Streetscape Improvement Project
Assessment Roll
Assessors Parcel
Assessment
Total Special
Annual
Number
ID
Site Address
Benefit Points
Assessment(1)
029-122-220
2
1420 BURLINGAME AVE
3.10
5,679.51
029-122-230
3
1426 BURLINGAME AVE
3.03
5,551.26
029-122-240
4
1436 BURLINGAME AVE
2.98
5,459.66
029-122-250
5
1442 BURLINGAME AVE
3.00
5,496.30
029-122-260
6
1448 BURLINGAME AVE
2.62
4,800.10
029-122-270
7
1460 BURLINGAME AVE
3.39
6,210.82
029-122-280
8
1462 BURLINGAME AVE
3.29
6,027.61
029-122-330
9
1408 BURLINGAME AVE
2.69
4,928.35
029-122-360
10
1490 BURLINGAME AVE
6.32
11,578.87
029-122-999
11
1476-80 BURLINGAME AVE
8.71
15,957.59
029-152-110
12
1200 BURLINGAME AVE
3.78
6,925.34
029-152-120
13
1208 BURLINGAME AVE
1.29
2,363.41
029-152-160
14
1232 BURLINGAME AVE
3.36
6,155.86
029-152-200
16
1316 BURLINGAME AVE
3.47
6,357.39
029-152-210
17
1348 BURLINGAME AVE
3.12
5,716.15
029-152-220
18
1354 BURLINGAME AVE
2.16
3,957.34
029-152-230
19
1380 BURLINGAME AVE
3.20
5,862.72
029-152-270
20
1300 BURLINGAME AVE
3.15
5,771.12
029-152-320
22
1218 BURLINGAME AVE
6.94
12,714.77
029-152-330
23
1210 BURLINGAME AVE
3.86
7,071.91
029-153-090
24
1100 BURLINGAME AVE
4.04
7,401.68
029-153-120
25
1150-60 BURLINGAME AVE
3.92
7,181.83
029-153-150
26
1108-18 BURLINGAME AVE
4.86
8,904.01
029-201-030
27
1471 BURLINGAME AVE
2.10
3,847.41
029-201-040
28
1461 BURLINGAME AVE
2.63
4,818.42
029-201-060
29
1435 BURLINGAME AVE
5.80
10,626.18
029-201-080
31
1423 BURLINGAME AVE
3.13
5,734.47
029-201-100
32
1407 BURLINGAME AVE
2.38
4,360.40
029-201-110
33
1401 BURLINGAME AVE
3.82
6,998.62
029-201-320
34
1479-91 BURLINGAME AVE
7.71
14,125.49
029-201-360
35
1417 BURLINGAME AVE
5.80
10,626.18
029-201-370
36
1453 BURLINGAME AVE
1.32
2,418.37
029-201-380
37
1451 BURLINGAME AVE
1.32
2,418.37
029-202-010
38
1375 BURLINGAME AVE
6.71
12,293.39
029-202-020
39
1325 BURLINGAME AVE
3.13
5,734.47
029-202-040
41
1315 BURLINGAME AVE
1.24
2,271.80
029-202-080
42
1301 BURLINGAME AVE
3.48
6,375.71
029-202-090
43
1309 BURLINGAME AVE
2.49
4,561.93
029-204-030
44
1221 BURLINGAME AVE
2.75
5,038.28
029-204-040
45
1213 BURLINGAME AVE
2.25
4,122.23
029-204-050
46
1207 BURLINGAME AVE
2.25
4,122.23
029-204-060
47
1205 BURLINGAME AVE
4.35
7,969.64
029-204-270
48
1227 BURLINGAME AVE
5.47
10,021.59
029-211-010
029-211-260
49
50
1101 BURLINGAME AVE
1111 BURLINGAME AVE840
4.58
8,391.02
TOTALS:
169.29
1 064
$310,156.23
(1) Difference due to rounding.
Page 1 of 1
TO:
DATE:
FROM:
SUBJECT:
Agenda
Item # 9a
Meeting
STAFF REPORT Date: Auril2,2012
SUBMITTED BY
APPROVED BY
HONORABLE MAYOR AND CITY COUNCIL
MARCH 26, 2012
PUBLIC WORKS
DOWNTOWN BURLINGAME AVENUE STREETSCAPE
IMPROVEMENTS - ASSESSMENT DISTRICT 2012-1.
PURPOSE: It is recommended that Council take the following actions to initiate the
formation of the Downtown Burlingame Avenue Streetscape Improvement
Assessment District No. 2012-1.
1. Review and approve the final project concept plan.
2. Review and approve the following attached resolutions.
a. Adopt the Downtown Burlingame Avenue Streetscape Improvement Project
Assessment Ballot Procedures.
b. Initiate proceedings for the proposed Assessment District.
c. Approve the preliminary Engineers Report with proposed boundary of the
Assessment District.
d. Declare the intention to order the formation of the Assessment District.
3. Review and approve the sample public notice and ballot to be sent to each
property owner within the district.
BACKGROUND: At the January 17, 2012 meeting, the Council reviewed three
options for the Burlingame Avenue Streetscape Improvements Project and directed
staff to proceed with Alternative 1 for the project design. Since that time, staff and
the consultant team have met with the stakeholder group to further develop the
design and held a community workshop with the Council to obtain public input. In
general, the recommended streetscape project concept includes 50% wider
sidewalks with concrete pavers, parallel parking, intersection bulb -outs, and shorter
crosswalks for pedestrian safety, site furnishings, new street lights, street trees,
landscaping and new site furnishings. In addition, the project construction will also
include utility replacements for water, sewer, and storm drain systems; asphalt
roadway paving; concrete paving for the parking and intersection areas.
Funding: The total overall estimated cost of the project (streetscape and utilities) is
$15.9 M. Approximately $11.475 M would be contributed by the City using various
funding sources including water and sewer enterprise funds; parking meter rate
increases, storm drainage funds, state gas tax and Measure A Grant as well as
existing funds in the streetscape CIP budget. The remaining $4.475M is proposed to
be funded by the Burlingame Avenue property owners through an Assessment
District.
DISCUSSION: In order to initiate the formation of the Downtown Burlingame
Avenue Streetscape Improvements Assessment District 2012-1, Council must
review and approve the following.
The Final Concept Plan: The following are the key elements of the final project
concept plan (The project consultant RHAA will make the presentation at the
meeting).
• 16 foot wide sidewalk made of concrete pavers
• 10 foot wide asphalt concrete travel lanes
■ 8 foot wide concrete parallel parking stalls
2 feet of parking / assist area
Accessible crosswalks of concrete pavers at all intersections
■ Pedestrian and roadway safety lighting
• Hanging flower baskets with irrigation system
■ Street furnishings including bicycle racks and benches
Informational signage and kiosks
■ Replacement street trees and landscaping as well as
■ Gateway entry columns.
Assessment District Proceedings: In order to proceed with the formation of the
Assessment District 2012-1, the Council should review and approve the attached
resolutions for establishing protest hearing procedures: initiation of Assessment
District proceedings; the Engineer's Report; and declaration of intention to form the
Assessment District.
The Assessment District comprises a total of 50 parcels fronting Burlingame Avenue
between EI Camino Real and California Drive. The attached Engineer's Report
provides the Assessment District Boundary Map and details of the special and
general benefits. The assessments to individual parcels are based on three factors -
aesthetics, safety, and economic benefits. The aesthetic and safety factors use
linear lot frontage while the economic factor uses the individual parcel's square
footage. The total annual revenue from the proposed Assessment District 2012-1 is
estimated at $335,787. The average annual assessment per parcel is $6,716.
Actual annual assessment for a given parcel may vary depending on the actual
linear frontage and square footage area of the parcel. The annual assessments will
be for a period of 30 years. The property owner may pay off the annual
assessments at anytime during the 30 year period.
Upon Council approval, the public notices and ballots will be sent via certified mailed
to property owners within the proposed assessment district at least 45 days prior to
the public hearing. The public hearing is set for May 21, 2012 at which the Council
will hold the public hearing to receive protests and review the ballots received to
determine the formation of an assessment district. The ballots are weighted by the
proposed assessment amount on each property and the results announced by the
City Council. If there is not a majority protest of the total ballots received prior to the
close of the public hearing, the Council may proceed with the assessment district
formation and pursue the project,
BUDGET IMPACT: If approved, the Burlingame Streetscape Improvements project
will be funded by a combination of City and Assessment District financing as
described above in the staff report.
EXHIBITS: Resolutions
a. Assessment District Procedures
b. Initiating proceedings for Assessment District No. 2012-1
c. Approve preliminary Engineers Report
d. Declare intention to .order the formation of the Assessment
District No. 2012-1
Preliminary Engineer's Report with Assessment Boundary Map
Sample Public Notice
Sample Assessment Ballot
Final Concept Plan (8 pages)
,C
Jne Gomery — Progr Manager
tl
s:\a public works directory\staff reports\81030 assessment district sr 3-26-12.docx
DATE:
WIMS
STAFF REPORT
Agenda
Item # ga
Meeting
Date: May 21, 2012
SUBMITTED BY "
APPROVED BY
HONORABLE MAYOR AND CITY COUNCIL
MAY 13, 2012
PUBLIC WORKS
SUBJECT: PUBLIC HEARING TO FORM ASSESSMENT DISTRICT 2012-1 FOR
DOWNTOWN BURLINGAME AVENUE STREETSCAPE
IMPROVEMENTS.
PURPOSE: It is recommended that Council take the following actions to review the
ballots cast in the formation of the Downtown Burlingame Avenue Streetscape
Improvement Assessment District No. 2012-1.
1. Hold a public hearing to:
a. Hear all interested persons in the matter of the proposed assessment
district and the amounts of the assessmentrs to be imposed;
b. Hear all objections, protests, support or other written communications
relative to the formation of the district or the amounts of the assessments
from any person;
G. Receive any remaining ballot submissions (must be submitted PRIOR to
the conclusion of the public hearing).
2. At the conclusion of the public hearing, Council should continue the
proceeding until later in the meeting and direct the City Clerk to review all the
ballots and report back to the Council before the end of the meeting.
3. Once the ballots have been tabulated, the Council should then review the
ballot results and do one of the following:
a. If there is not a "majority protest" the Council may adopt the attached
Resolution ordering improvements, ordering formation of the City of
Burlingame Streetscape Improvement Assessment District No. 2012-1,
confirming the assessment diagram, confirming and levying assessments,
and authorizing necessary action; or
b. If there is a "majority protest', then Council must abandon the creation of
the district.
BACKGROUND: At the April 2, 2012 meeting, Council initiated the proceedings to
form the Downtown Burlingame Avenue Streetscape Improvement Assessment
District No. 2012-1. Weighted ballots were sent via certified mail to all the property
owners on April 5, 2012. Ballots are weighted based on the assessment amount
calculated for each parcel. To date, of the fifty (50) ballots mailed to property
owners, twenty-five (25) have been received by the City Clerk.
DISCUSSION: In order to complete the formation of the Downtown Burlingame
Avenue Streetscape Improvements Assessment District 2012-1, Council must
review the ballots and determine if there is a "majority protest" vote. In the event
that the weighted assessment ballots cast in apposition, exceed the weighted
assessment ballots in support, there will be a "majority protest" and the City Council
will be precluded from proceeding with formation of the district. If a "majority protest"
does not exist, Council may proceed with formation of the assessment district by
adoption of the attached resolution.
The City Clerk will review the validity of the ballots after the close of the public
hearing, and report back to the Council before the end of the meeting. The ballot
tabulations will be performed by the City Clerk with assistance from NBS Consultant
and staff in Conference Room A at the City Hall, which will be open to the general
public for observation.
BUDGET IMPACT: If approved, the Burlingame Streetscape Improvements project
will be funded by a combination of City and Assessment District financing.
EXHIBITS: Resolution ordering improvements and formation of assessment
district 2012-1; Affidavit of mailing; Sample ballot; and Engineer's
report.
(ffAAt,
Vane Gom — Program Manager
sAa public works directory\staff reports\81030 assessment district ballot count staff report re-gg-5-11-12.docx