HomeMy WebLinkAbout01-25-2013 City Council retreat Minutes MINUTES
SARATOGA CITY COUNCIL RETREAT
SARATOGA PROSPECT CENTER
JANUARY 25, 2013
Mayor Jill Hunter called the meeting to order at 9:04 a.m.
ROLL CALL
PRESENT Council Members Chuck Page, Manny Cappello, Howard Miller,
Vice Mayor Emily Lo, Mayor Jill Hunter
ABSENT: None
ALSO PRESENT: Dave Anderson, City Manager
Richard Taylor, City Attorney
Crystal Bothelio, City Clerk
John Cherbone, Public Works Director
Mary Furey, Finance and Administrative Services Director
James Lindsay, Community Development Director
Michael Taylor, Recreation and Facilities Director
Monica LaBossiere, Human Resource Manager
Christopher Riordan, Senior Planner
Mainini Cabute, Administrative Analyst II
REPORT OF CITY CLERK ON POSTING OF THE AGENDA
City Clerk Crystal Bothelio reported that pursuant to Government Code 54954.2, the agenda for this meeting
was property posted on January 17, 2013.
COMMUNICATIONS FROM COMMISSIONS & PUBLIC
Oral Communications on Non-Agendized Items
Library Commissioner Steven Schlosser recommended that the street sweeping schedule be adjusted to occur
more frequently during the fall months when trees drop leaves and cause storm drain obstructions when it rains.
Street sweeping could be reduced during other months when there are fewer fallen leaves.
AGENDA TOPICS
1. FINANCE OVERVIEW
MID-YEAR BUDGET STATUS:
Finance and Administrative Services Director Mary Furey provided a mid-year status report on the Fiscal
Year (FY) 2012/13 budget. She shared that the City has seen an increase in revenues from property taxes,
franchise fees, transient occupancy taxes, construction taxes, development revenues, and a reimbursement
from the Sheriff. As a result, revenues are expected to be higher than initially projected.
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5-YEAR FORECAST:
Finance and Administrative Services Director Mary Furey then presented a 5-year forecast to the City
Council, including budget assumptions and an explanation of the conservative forecasting model used by
the City.
PUBLIC COMMENT:
Library Commissioner Steven Schlosser suggested that the City consider less conservative investments.
FISCAL MANAGEMENT POLICIES:
Finance and Administrative Services Director Mary Furey presented the proposed fund balance reserve
policies. She explained that prior to this revision, the policies were silent on all but the General Fund
reserves and the General Fund reserve descriptions were limited in definition and scope. The revisions
include a more complete written description and purpose for each of the reserves. Additionally, some of the
reserve fund names and classifications have been changed to comply with Government Finance Officers
Association standards.
Council Member Miller added that the Finance Committee spent a considerable amount of time reviewing
the policies, including their respective purposes and conditions that would warrant use of the various
reserves. Careful attention was paid to cash flow requirements during emergency situations.
Finance and Administrative Services Director Mary Furey provided an overview of the three new General
Fund reserve policies—Compensated Absences Reserve, Council Discretionary Reserve, and Facility
Replacement Reserve.
City Manager Dave Anderson provided additional information about the need for a Facility Replacement
Reserve and shared that Recreation and Facilities Director Michael Taylor is in the process of obtaining an
appraisal of City buildings. With the estimated value of City buildings and approximate replacement costs,
the City can slowly set aside money in the Facility Replacement Reserve that can be used to pay for
replacement costs if any City buildings are replaced in the future.
Council Member Miller stated that the City has not had a practice of using bonds to pay for large facility
improvement or replacement projects. The Facility Replacement Reserve may reduce or eliminate the need
for a loan or bond should City buildings need to be replaced. He added that the reserve policy is not meant
for facility replacement in the near future. It is a long-term policy that will allow for any necessary building
replacements far in the future.
Council Member Page raised concerns about the differences between the Facility Replacement Reserve
under Proposed General Fund Reserves and the Building Maintenance Fund and Vehicle and Equipment
Replacement Fund under the Internal Service Fund Reserves. He asked that the descriptions more clearly
distinguish between reserves used for operational and cash flow purposes from those that will build over
time for known unfunded costs in the future.
Council Member Page also asked that the conditions that allow use of reserve policies be reasonable, so that
reserves can be used for their intended purposes when needed.
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Council Member Miller suggested that the Finance Committee analyze the correct funding amount for
reserves based on their purpose and identify reserves that serve similar functions that can be combined.
PUBLIC COMMENT:
Library Commissioner Steven Schlosser shared his observation that the differences between private and
public sector policies on benefits have become more tilted.
COUNCIL DIRECTION:
Council directed the Finance Committee to:
- Clarify the definitions of reserve funds from operational funds.
- Analyze the appropriate funding level for the various reserve funds
- Identify potential overlap among funds and consolidate funds when possible
- Return with revised fiscal management policies at the April 22, 2013 Budget Study Session
FUND BALANCE ALLOCATIONS:
Finance and Administrative Services Director Mary Furey discussed the following proposed fund balance
allocations:
- Hillside Reserve - $300,000
- Compensated Absence Reserve - $200,000
- Ca1PERS Side Fund Payoff- $225,000
Council Member Miller indicated that he supported the recommended fund balance allocations.
Mayor Hunter said she was in support of the staff recommendations.
Vice Mayor Lo said she was in agreement with the proposed fund balance allocations.
Council Member Page said he was also in favor of the proposed fund balance allocations returning to the
City Council for approval during the mid-year budget adjustments scheduled for February 6, 2013.
Council Member Cappello added that he was supportive of the proposed fund balance allocations.
Finance and Administrative Services Director Mary Furey discussed proposed mid-year revenue and
expenditure adjustments, which are scheduled to go before Council for approval on February 6, 2013.
Recreation and Facilities Director Michael Taylor shared a pro bono conceptual plan for the Civic Theater
prepared by a local architect. He explained that a more detailed master plan would cost roughly $60,000,
which would include a public engagement process and more refined cost estimates for implementation of
the plan.
Council Member Miller observed the conceptual plan eliminated options for an orchestra pit and stated he
would like the plans, if Council authorizes development of a master plan, to include an orchestra pit.
Council Member Page shared that he hopes that, if approved, the master plan would enhance the theater-
going experience. Improving conditions for Council Meetings is not as high of a priority.
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COUNCIL DIRECTION:
- Council directed staff to include the following in the mid-year budget adjustments:
o Hillside Reserve - $300,000
o Compensated Absence Reserve - $200,000
o Ca1PERS Side Fund Payoff- $225,000
o Proposed revenue adjustments
o Proposed expenditure adjustment
- Add the Civic Theater Master Plan to a future City Council meeting
2. COMMUNITY DEVELOPMENT DEPARTMENT WORK PLAN
Community Development Director James Lindsay presented his report on the proposed work plan items for
the Community Development Department, which include updating the general plan noise element and
ordinance, recommendations from the Planning Commission, retail sale of wine and beer for offsite
consumption, and miscellaneous code amendments.
PROPOSED 2013 PLANNING COMMISSION WORK PLAN
Community Development Director James Lindsay provided an overview of the items that the Planning
Commission would like to add to its work plan for 2013, which include an update to the Residential Design
Handbook, a review of building height limits in the C-V and C-N zoning districts, new residential front yard
landscape standards, and stronger residential green building standards.
RESIDENTIAL DESIGN HANDBOOK
Council Member Cappello shared that he thought any changes to the Residential Design Handbook would
need to be carefully balanced so that the Handbook does not become too restrictive or flexible. He also
expressed concern that an update to the Residential Design Handbook would consume a significant amount
of time.
Planning Commission Chair Tina Walia shared that her goals for the update to the handbook are to provide
homeowners with some flexibility, establish a simple process that does not prescribe specific design styles
for all residential neighborhoods, and allow the Commission to make more objective, fair, and consistent
decisions.
Council Member Howard Miller echoed Council Member Cappello's concerns, stating that he feared an
update would result in prescribed style for homes. He also said he worried the handbook would become a
means by which residents block projects from happening.
Planning Commissioner Joyce Hlava added that she felt that the Commission, with the guidance of the
Community Development Director, would be able to complete the update in a timely manner.
Council Member Chuck Page concurred with the issues raised by Council Member Cappello and Council
Member Miller about the potential to create a de-facto house design through the update of the handbook. He
asked how the update process would work and if there would be site visits or outreach meetings.
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Community Development Director James Lindsay responded that staff and the Planning Commission would
review best practices of other cities,tour the City for good examples, hold study sessions that are widely
publicized to the public, and then return to the Council with a recommendation.
Council Member Chuck Page also said he feared the update to the guidelines could be used to stop new
projects from happening.
Mayor Jill Hunter inquired about the benefit of an update handbook to staff.
Planning Commissioner Mary-Lynne Bernald added that when residents are opposed to a project, they
usually voice concerns about impacts to their privacy. Complaints about design features are far less
common.
Planning Commission Chair Tina Walia shared that the Planning Commission struggles with what it means
for a design to be compatible with a neighborhood. She hopes the update will help bring some clarity to
what this means.
Council Member Miller stated he would support adding the update to the Residential Design Handbook to
the Planning Commission's work plan, but requested that the Council discuss specific direction to the
Commission before the Commission begins the update process.
Council Member Cappello said he felt that some findings are intentionally subjective, allowing the Planning
Commission to exercise its best judgment and allow for some flexibility for special circumstances.
Council Member Page added he felt the guidelines should only refer to the exterior of a residential building,
provide examples of elements that allow a home to fit into a neighborhood, and better illustrate what
unreasonable interference with privacy means.
BUILDING HEIGHT LIMITS IN THE C-V AND C-N ZONING DISTRICTS
Mayor Jill Hunter asked if a review of building height limits in the C-V and C-N zoning districts would
include provisions for public input and participation.
Community Development Director James Lindsay said that there would be 1 or 2 study sessions on the topic
and the City would conduct targeted outreach to the communities near the C-V and C-N districts.
Council Member Miller supported including review of building height limits in the C-V and C-N zoning
districts in the Planning Commission's work plan.
NEW RESIDENTIAL FRONT YARD LANDSCAPE STANDARDS
Council Member Miller noted he worried that creation of front yard landscape standards could become too
restrictive.
Planning Commissioner Mary-Lynne Bernald shared that the Commission would not necessarily require all
front yards to include green lawns. However, it would be helpful to have some provision to require designs
to include some plans to break up concrete frontages.
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Planning Commission Joyce Hlava added that she is not interested in prescribing particular landscape types
or styles. However, she would like the City to have something that require property owners to have some
landscaping in their front yard.
STRONGER RESIDENTIAL GREEN BUILDING STANDARDS
Council Member Miller wondered if homeowners who exceed minimum green building standards could be
recognized and if there is a way to incentivize going above and beyond the minimum requirements.
Planning Commissioner David Reis observed that people responded well to the City's green building point
system.
Council Member Page added that many builders recognized the value of following green building standards
as it saved money and appealed to clients. He also stated an interest in incentivizing exceeding green
building standards instead of requiring builders to meet new standards imposed by the City.
Council Member Cappello raised concerns that stronger green building standards would increase project
costs.
Council Member Lo asked about the timeline required to implement increased green building standards.
Community Development Director James Lindsay said it could be done by the end of the year, when the
City adopts the new State Building Code.
Council Member Lo said she supported the proposed Planning Commission work plan, with the exception
of the stronger green building standards. She stated that she preferred to allow property owners and builders
to voluntarily exceed the minimum standards required by the State. She also emphasized the importance of
neutrality during the Planning Commission's decision process on the other work plan items. She said she
did not want to see more restrictions or for City standards to become too flexible.
Council Member Miller restated that he supported all the proposed Planning Commission work plan items.
Council Member Cappello said he was also in support of adding the proposed items to the Planning
Commission work plan. He emphasized the importance of public involvement in the review of building
heights in the C-V and C-N zoning districts. He added that he preferred review of height limits before the
Residential Design Handbook.
Council Member Page concurred with Council Member Cappello and added that he would like to see
updates to the green building standards emphasize incentives and acknowledgement.
Mayor Hunter shared that she feared it would be very difficult to make changes to the height limits in the C-
V and C-N zoning districts and encouraged the Planning Commission to thoroughly review the matter. She
also said she was in support of the review of the Residential Design Handbook.
COUNCIL DIRECTION:
Council directed staff to add the following items, listed according to priority, to the Planning Commission
work plan:
1) Noise Element/Ordinance
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2) Review of Building Height Limit in C-V and C-N Zoning Districts
3) Update to Residential Design Handbook
4) Residential Front Yard Landscape Standards
5) Green Building Standards
RETAIL SALE OF WINE AND BEER FOR OFFSITE CONSUMPTION
Council Member Page stated that he felt retail sale of beer and wine could be permitted when it meets
certain criteria, such as when it is an incidental to the main purpose of the business. The City might be able
to achieve this by allowing retail sale of beer and wine as a permitted use when no more than 500 square
feet or 25% of the floor space, whichever is less, is dedicated to beer and wine sales.
Council Member Miller said he liked Council Member Page's suggestion.
Council Member Cappello said he was interested in Council Member Page's suggestion.
Mayor Hunter she was not in favor of allowing beer or wine sales as a permitted use. She shared her
concerns that it will become too easy for people to obtain alcohol.
Community Development Director James Lindsay sought clarification to see if Council would like to
include limits on the hours of operation for businesses that sell wine and beer as a permitted use.
Both Council Member Cappello and Council Member Page said that they did not feel limitations on hours
of operation were necessary.
COUNCIL DIRECTION:
The Council directed the Planning Commission to return to the Council with a recommended ordinance
allowing retail sale of beer and wine as a permitted use when no more than 500 square feet or 25% of the
floor space, whichever is less, is dedicated to beer and wine sales.
MISCELLANEOUS CODE AMENDMENTS
Council Member Miller indicated he was in favor of moving forward with the proposed miscellaneous code
amendments presented by staff
Council Member Cappello also said he was supportive of the miscellaneous code amendments
recommended by staff
Council Member Page suggested that the definition of a medical office in the City Code should align with
the definition used by the sanitary districts that serve Saratoga. He also asked that changes in the definition
of kitchen and single dwelling in the City Code refer to kitchens inside a residence, as opposed to outdoor
kitchens.
Council Member Miller echoed Council Member Page's concerns that changes in the definition of kitchen
would cause outdoor kitchens to trigger conflicts with the definition of a single dwelling.
Vice Mayor Lo asked if there was an interest among the Council in consideration of a single use/plastic bag
ban, similar to the ban that took effect in San Jose.
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COUNCIL DIRECTION:
Council directed staff to include the proposed Miscellaneous Code Amendments in the Community
Development Department Work Plan. The Miscellaneous Code Amendments include:
- Update National Pollution Discharge Elimination System References
- Right of Entry to Inspect Abandoned Vehicles
- Update Definition of Tobacco Products in Chapter 15 —Zoning Regulations
- Basements—Geotechnical Review& Light Wells
- Single Family Home Kitchen Definition
- Appeal Period of a Recommendation issued by the Heritage Preservation Commission
- Medical Office Professional Office Definitions
- Clarification to Non-Conforming Structures
- Clarification of Administrative Design Review of Major Additions
- Story Poles Requirement Clarification
- Limitation on Temporary Special Event Signage
LUNCH
The City Council took a break for lunch at 12:30 p.m.
3. PROCESS OPTIONS FOR STRATEGIC PLANNING
The City Council concluded its lunch break and returned to the meeting at 1:00 p.m.
City Manager Dave Anderson presented a brief report on strategic planning process options.
Council Member Miller recognized that conducting a strategic plan in accordance with International
City/County Management Association(ICMA) best practices would involve considerable public
participation and would be an expensive project.
Planning Commissioner Joyce Hlava shared that the City used to conduct a planning process with the
Commissions every year. The process was similar to what the Commissions now do to prepare work plans.
Mayor Hunter shared that while the community is very diverse and each member of the Council seems to
represent a unique segment of the community, she has always believed that there has been a shared belief
that Saratoga is a respite from the rest of Silicon Valley.
Council Member Cappello commented that all the members of the Council seem to have their own vision of
what Saratoga should be. However, the City has never undergone a formal strategic planning process that
included the community. A formal strategic planning with public participation and conducted in accordance
with ICMA best practices is really the best way to define a vision for the City. The process may be
expensive, but is something the City should do when all of the General Plan elements have been updated
and are current.
Mayor Hunter remarked upon the time commitment of strategic planning, which she experienced as a
School Board Member.
Council Member Miller noted that while the City's mission statement was prepared in the 1990s, it still
seems to resonate with the members of the Council. However, if the City prepared a strategic plan with
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extensive community involvement then the Council would know whatever goals, mission statements, or
values that come out of the process are a reflection of the community.
Council Member Lo stated that if the City were to create a strategic plan, then she felt the plan should be
revisited and revised every 10 years.
Planning Commission Mary-Lynne Bernald suggested adding the City's mission statement to the City
website.
Council Member Miller asked to include the date of adoption with the mission statement on the City's
website.
COUNCIL DIRECTION:
The City Council directed staff to schedule the strategic plan to take place after all the elements of the
General Plan, including the Noise Element and Housing Element, are current. Additionally, staff was
directed to seek grant funding for the strategic plan.
At 1:30 p.m., the City Council took a 15-minute recess.
4. DREAM OUTSIDE THE BOX: WHAT DO WE WANT FOR SARATOGA IN THE FUTURE?
City Clerk Crystal Bothelio introduced the ideation exercise.
Audience members were invited to write down their ideas for the future of Saratoga down on index cards
then insert them into a bucket. After all the ideas were collected, all of the cards were read out loud and
some of the submissions were discussed.
5. RETREAT WRAP UP
Mayor Hunter and City Manager Dave Anderson provided an overview of the Council direction received
during the Council Retreat.
FINANCE OVERVIEW—COUNCIL DIRECTION
FISCAL MANAGEMENT POLICIES:
Council provided direction to the Finance Committee and staff to:
- Clarify the definitions of reserve funds from operational funds.
- Analyze the appropriate funding level for the various reserve funds
- Identify potential overlap among funds and consolidate funds when possible
- Return with revised fiscal management policies at the April 22, 2013 Budget Study Session
FUND BALANCE ALLOCATIONS AND MID-YEAR BUDGET ADJUSTMENTS:
Include the following in the mid-year budget adjustments:
- Hillside Reserve - $300,000
- Compensated Absence Reserve - $200,000
- Ca1PERS Side Fund Payoff- $225,000
- Proposed revenue adjustments
- Proposed expenditure adjustment
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Council also directed staff to add the Civic Theater Master Plan to a future City Council meeting agenda.
COMMUNITY DEVELOPMENT DEPARTMENT WORK PLAN—COUNCIL DIRECTION
PROPOSED 2013 PLANNING COMMISSION WORK PLAN
Council directed staff to include the following items, listed based on priority, in the 2013 Planning
Commission Work Plan:
1) Noise Element/Ordinance
2) Review of Building Height Limit in C-V and C-N Zoning Districts
3) Update to Residential Design Handbook
4) Residential Front Yard Landscape Standards
5) Green Building Standards
RETAIL SALE OF WINE AND BEER FOR OFFSITE CONSUMPTION
The Council directed the Planning Commission to return to the Council with a recommended ordinance
allowing retail sale of beer and wine as a permitted use when no more than 500 square feet or 25% of the
floor space, whichever is less, is dedicated to beer and wine sales.
MISCELLANEOUS CODE AMENDMENTS
Council directed staff to include the all of the proposed Miscellaneous Code Amendments in the
Community Development Department Work Plan, including
- Update National Pollution Discharge Elimination System References
- Right of Entry to Inspect Abandoned Vehicles
- Update Definition of Tobacco Products in Chapter 15 —Zoning Regulations
- Basements—Geotechnical Review& Light Wells
- Single Family Home Kitchen Definition
- Appeal Period of a Recommendation issued by the Heritage Preservation Commission
- Medical Office Professional Office Definitions
- Clarification to Non-Conforming Structures
- Clarification of Administrative Design Review of Major Additions
- Story Poles Requirement Clarification
- Limitation on Temporary Special Event Signage
PROCESS OPTIONS FOR STRATEGIC PLANNING—COUNCIL DIRECTION
Council directed staff to schedule preparation of a strategic plan to take place after all of the General Plan
elements have been updated and are current, including updates to the Noise Element and Housing Element,
and seek grant funding for the strategic plan.
ADJOURNMENT
The meeting was adjourned at 3:00 p.m.
Minutes respectfully submitted:
COY1°4 +"(A11/"
Crystal Bothelio, City Clerk
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