Board of Supervisors - 2026-01-27
Meeting Intelligence Preview
Meeting Summary
The San Francisco Board of Supervisors approved a $535 million earthquake and public safety bond (ESER) for the June 2026 ballot, passed infrastructure financing plans for Stonestown and EIFD District 3 developments, and advanced a charter amendment to impose lifetime term limits on supervisors and mayors to the February 3 meeting. The board also approved amendments to the Mission Bay South redevelopment plan to increase building height from 160 to 250 feet and add 250 affordable housing units on Block 4 East.
Key Decisions (16)
$535M Earthquake Safety and Emergency Response Bond for June 2026 Ballot
The board approved placing a $535 million general obligation bond on the June 2, 2026 ballot to finance emergency firefighting water system improvements, firefighting facilities, police facilities, Potrero Yard bus storage facility, and other public safety infrastructure. Requires two-thirds voter approval. Landlords authorized to pass through 50% of resulting property tax increase to residential tenants.
Capital Expenditure Plan Amendment - Reporting Schedule Change
Ordinance amending administrative code to change capital expenditure plan reporting requirements from odd years to even years, with next report due March 1, 2028.
Ten Year Capital Expenditure Plan Amendment FY2026-2035
Resolution amending the city's ten year capital expenditure plan for fiscal years 2026-2035 to amend the proposed general obligation bond program and consolidate funding for transportation projects.
Stonestown EIFD Infrastructure Financing Plan
Approved infrastructure financing plan for San Francisco Enhanced Infrastructure Financing District Number 2 for Stonestown development, including division of taxes and authorization for judicial validation action.
EIFD District 3 Infrastructure Financing Plan
Approved infrastructure financing plan for Enhanced Infrastructure Financing District Number 3, including division of taxes and authorization for judicial validation action.
Mission Bay South Block 4 East Redevelopment Plan Amendment
Approved amendments to increase maximum building height from 160 feet to 250 feet and increase dwelling units permitted on northern half of Block 4 East (Assessor's Parcel Block 8711, Lot 029B) for 100% affordable housing development. Project will provide 398 total units including 80 units for families experiencing homelessness.
Lifetime Term Limits Charter Amendment - Continued to February 3
Charter amendment to change consecutive term limits to lifetime term limits for mayor and board of supervisors positions, proposed for June 2, 2026 ballot. Amendment by Supervisor Walton to extend lifetime limits to assessor recorder, city attorney, district attorney, public defender, sheriff, treasurer, board of education, and City College trustees failed 4-7.
Airport Revenue Bond Appropriation - $9 Billion
Ordinance appropriating approximately $9 billion of proceeds from sale of revenue bonds or commercial paper for capital improvement projects to the Airport Commission for FY2025-2026.
Film Production Code Amendments
Ordinance amending administrative code to expand tax exempt entity definitions for use fees, update film production notification guidelines, update film rebate program definitions and amounts, and authorize licensing agreements for Film SF logo merchandise.
Hydrogen Fueling Station Permit Process
Ordinance amending building code to create permitting process for hydrogen fueling station equipment installation.
General Motors Tax Settlement - $71.1 Million
Authorized settlement of lawsuit filed by General Motors Company for approximately $71.1 million involving refund of gross receipts taxes, homelessness gross receipts taxes, overpaid executive gross receipts taxes, penalties and interest.
Microsoft Tax Settlement
Authorized settlement of lawsuit filed by Microsoft Corporation and subsidiaries involving refund of gross receipts and homelessness gross receipts taxes.
York/Brown/Briers Wrongful Death Settlement - $6 Million
Authorized settlement of lawsuit filed by Stephanie York, James Edward Brown, and Kayla Briers for $6 million involving alleged personal injury and wrongful death caused by a city tree.
Ocean Avenue Community Benefit District Management Agreement
Approved management agreement with nonprofit owners association for administration of Ocean Avenue Community Benefit District.
Coshland Park Improvements Grant - $1.62 Million
Authorized Recreation and Park Department to accept cash and in-kind grants from Trust for Public Land and Theodore and Francis Jubbal Philanthropic Fund valued at approximately $1.62 million for design, installation, repair, and construction of improvements to Coshland Park.
ICE Condemnation Resolution
Resolution condemning Immigration and Customs Enforcement for actions leading to loss of life, urging third party investigation on deaths from ICE actions, calling for moratorium on ICE detention, and reaffirming San Francisco's sanctuary city policies.
Zoning Changes (1)
Block 4 East, Mission Bay South (Assessor's Parcel Block 8711, Lot 029B) - northern half
Office of Community Investment and Infrastructure (OCII)
Development Activity (3)
Mission Bay South Block 4 East Affordable Housing
398 total affordable units across two phases: Phase 1 with 165 units, Phase 2 with 250 units. 80 units set aside for families experiencing homelessness. Unit mix: 25% one-bedroom, 50% two-bedroom, 25% three-bedroom, plus 5 four-bedroom and 2 five-bedroom units in Phase 2. Building height increased from 160 to 250 feet.
Stonestown Development
Enhanced Infrastructure Financing District established to fund infrastructure improvements including senior housing, open space, and affordable housing components.
Potrero Yard Bus Storage and Maintenance Facility
Included in $535 million ESER bond for municipal railway bus storage and maintenance facility. Construction beginning soon requiring diesel hybrid buses to cover runs.
Market Signals (6)
Housing Demand
Mission Bay South is described as nearly complete with Block 4 East being one of two remaining housing development sites, indicating strong absorption of the 1,218 affordable units allowed in the project area with 1,053 already complete.
Commercial Demand
Mission Bay has delivered a 31% surge in sales tax revenue and is one of only four city neighborhoods to exceed pre-pandemic retail spending levels, indicating strong commercial performance.
Infrastructure
City facing significant budget constraints with $1 billion projected deficit and $300 million SFMTA deficit, leading to scaled back Market Street infrastructure plans and Muni service cuts.
Sentiment
The old Westfield mall is closing and commute patterns are shifting, with city initiatives aimed at filling vacant storefronts and building housing on Market Street corridor.
Housing Demand
Developer testified that San Francisco has over 800,000 residents with specialized skills who could serve in various development roles, suggesting deep local talent pool for construction and development.
Commercial Demand
Film industry receiving support through updated rebate program and streamlined permitting, indicating city efforts to attract production activity.