HomeMy WebLinkAboutREDstatlerb1RECEIVE D
MAY 14 10AA'NMI council mcmoRan Oum SLO CITY CLERK
SUBJECT : LEGISLATIVE DRAFT : REAL PROPERTY ACQUISITION AND DISPOSA L
POLICY UPDAT E
Councilmember Marx has requested a legislative draft of the updated Real Property Acquisitio n
and Disposal Policy (scheduled for Council consideration on May 18) to facilitate comparison s
with the current Property Management Manual .
As discussed in the Council agenda report, we took a fresh approach in preparing the update d
policy based on our experience over the almost 25 years since the current policy was adopted .
For this reason, a traditional line-by-line legislative draft would not provide a useful comparison .
On the other hand, the update and current policy are organized into similar sections .
Accordingly, while not line-by-line, the attached legislative draft compares similar sections a s
follows :
1.The new text is presented first in the legislative draft without any text mark-ups . An y
significant changes or additions are shaded .
2.The old text follows each section in "overst --ike ."
3.As noted in the Agenda report, the section on the lease of City buildings (starting on page 1 5
of the attached legislative draft) is closely based on the policy adopted by the Council i n
2001 with a few minor changes . In this case, we have provided a more traditional line-by-
line comparison .
As highlighted in the Agenda report, the key changes in the policy update are :
1.Renamed to "Real Property Acquisition and Disposal Policy ."To better reflect its purpose ,
the policy has been renamed to the "Real Property Acquisition and Disposal Policy" from th e
"Property Management Manual ."
2.Management Strategy .The 1986 Manual took a highly decentralized approach to managin g
the acquisition and disposal of real property . The proposed update takes a team approach .
3.Records Maintenance .The 1986 Manual relies upon "hard copy" updates of the City's rea l
property inventory . The update more efficiently and effectively relies upon our geographi c
information system (GIS) for this .
May 14, 201 0
TO :
City Counci l
FROM :
COUNCIL 'Ef'CDD DI RCAO2'/FIN DI RCAO0"FIRE CHIE Ft~ ATTORNEY 2'PW DI R
'CLERK/ORIG ZrPOLICE CH F1qPT HEADS GJ'REC DIR C%H(UTIL DI R
Katie Lichtig, City Manager
SLt
1'HR DI R~
Bill Statler, Director of Finance & In ormation Technolog y
Prepared By : Rachel Messner, Administrative Analyst
Got,&uL
RED FILE
- MEETING AGENDA
ATE S) w 7o ITEM #1l
Legislative Draft : Property Acquisition and Disposal Policy Update Page 2
4.Property Disposal Based on our past experience, the update adds two approaches to th e
disposal of real property : broker services and exclusive negotiations . Along with three othe r
approaches discussed in the 1986 Manual (request for proposals, competitive sealed bids an d
auctions), the update describes the circumstances when each one is likely to be the bes t
option .
5.Leases of City-Owned Buildings .The update guidelines are based on the amendments mad e
by the Council in 2001 (Resolution No . 9926), with minor modifications to reflect change s
since then .
6.Improved Organization .The original policy was prepared in a Notebook format, wit h
extensive hard copies of parcel maps of each real property owned at the time provided in th e
Appendix . As noted above, the updated policy relies upon the City's GIS abilities to mor e
efficiently and effectively provide this information . Accordingly, 87 pages of maps hav e
been removed . The Appendix in the current policy also includes several tables and figure s
that are procedurally oriented and are also not included in the update . A full discussion o f
how materials in the Appendix in the current policy are addressed in the update are provide d
at the end of the legislative draft .
Please call Bill Statler at 781 .7125 if you have any questions concerning this legislative draft .
Section 475-A
INTRODUCTIO N
PURPOSE AND OBJECTIVE S
Purpose
The purpose of this policy is to set forth responsibilities and general strategies for the acquisition
and disposal of real property,whether by sale, lease or via grants, donations, gifts, dedication o r
exchange.
This policy does not address maintenance and operations of City real property . These are covere d
in other policy documents that are more focused on operations . For example, the City prepare s
detailed Conservation Plans for each of the City's open space areas, such as Bishop's Peak, Cerr o
San Luis, Irish Hills Natural Reserve and Johnson Ranch, which include detailed managemen t
plans for maintenance and operations . Likewise, the City's Water and Wastewater Managemen t
Plans also address maintenance and operations of the real property used in delivering thes e
services such as treatment plants and reservoirs .
It also does not address City "personal property," such as vehicles or computers . For example :
detailed policies and procedures for the acquisition, disposal, operations and maintenance of th e
City's fleet are comprehensively set forth in the City's Fleet Management Policy (Section 405 o f
the Financial Management Manual); and detailed policies and procedures for the acquisition ,
disposal, operations and maintenance of the City's information technology assets, such as servers ,
printers, computer workstations and software, are provided in the City's Information Technology
Policies and Procedures Manual .
Lastly, this policy supplements provisions regarding the acquisition and disposal of real propert y
that may exist in other City policy documents : unless there are direct conflicts, it does not replac e
them .
PURPOS E
Objective s
The goal of this policy is to provide a framework for the acquisition and disposal of City rea l
property that assures these actions :
1 . Advance City plans, policies and goals, such as the General Plan (which consists of eigh t
elements : Land Use, Circulation, Housing, Parks & Recreation and Conservation & Ope n
-1-
Introductio n
Space, Noise, Safety and Water & Wastewater); Physical Concept Plan for the City's Cente r
(Downtown Plan); Bicycle Plan ; Short-Range Transit Plan ; Access and Parking Management
Plan ; and Financial Plan and Budget .
2 . Provide effective stewardship of City assets .
GOALS AND OBJECTIVE S
Program Objoctivo 5
MANAGEMENT STRATEGY
Team-Oriented Rather than Centralized or Decentralize d
The opportunities to acquire or dispose of property, whether initiated by the City or others, ar e
infrequent . Accordingly, it does not make sense to establish a centralized real propert y
management function for this purpose . On the other hand, a highly-decentralized approach i s
unlikely to be successful in achieving broader City goals and assuring effective stewardship o f
Cit y,assets .
For this reason, real property acquisition and disposal will be managed on a team basis, with th e
project manager and team members to be determined by the City Manager based on the nature o f
the sale or lease on a case-by-case basis . Depending on the complexity of the sale or lease, th e
project manager will be responsible for preparing a formal "Project Plan ."
Along with staff members, the project team may include third party, independent advisors a s
needed based on the nature and complexity of the sale or lease, such as appraisers, engineers ,
accountants, legal counsel, economists, brokers and financing consultants . These will be selecte d
in accordance with the City's purchasing policies .
RESPONSIBILITIE S
1 . City Counci l
a.Adopts Real Property Acquisition and Disposal Policy .
b.In accordance with Resolution No .10052,approves the sale or lease of City-owne d
property .
2
Introductio n
c . Determines the process that is most appropriate for the sale or lease of City property on a
case-by-case basis .
Planning Commissio n
Reviews the acquisition of City real property via its review of the Capital Improvemen t
Plan (CIP) as part of the City's budget process Ibr General Plan consistency .
h . Reviews the sale of all City-owned property for General Plan consistency .
3 .City Manager
a.Recommends real property management policies to the Council and oversee s
implementation .
b.On a case-by-case basis, designates project manager and team members comprised of staf f
from various departments to manage real property acquisition and disposal projects . Along
with the project manager, the project team will typically include representatives from :
•Administratio n
•City Attorne y
•Finance Divisio n
•Operating Depai Iment responsible for managing the property that will be disposed o f
or acquire d
•Other City staff as appropriat e
c . Makes non-substantive administrative changes to policies and procedures as required t o
accomplish policy objectives .
4 .City Attorne y
a.Serves as member of project team as set forth in the Project Plan .
b.Drafts required legal documents .
c.Manages escrow closing and other related technical duties, including review of title report s
and insurance requirements to ensure encumbrances on City real property do not clou d
title, whether acquired with City funds, grants, donations, gifts, dedications or exchange .
5 .Finance &Information Technolog y
Finance Divisio n
a. Serves as member of project team as set forth in the Project Plan .
3
Introduction
b.Manages financing and budgeting activities, as well as processes payment for a propert y
sale or lease .
c.Reviews all City-owned properties as part of the two-year Financial Plan developmen t
process .
Information Technology Divisio n
d.Via the City's Geographic Information System (GIS), maintains an on-line inventory o f
City-owned properties and provides an annual summary report to the City Manager an d
department heads .
6.Project Manage r
As designated by the City Manager on a case-by-case basis, provides overall planning ,
coordination and successful implementation of real property acquisitions and disposals .
7.Human Resources : Risk Management
Ensures appropriate insurance coverage for all properties ; reports property acquisition an d
disposals to the City's insurance carrier .
8.City Cler k
Maintains central records system for all real property acquisitions and disposals, includin g
deeds and lease document s
9.Operating Departments
a.Serve as members of the project team as set forth in the Project Plan .
b.Operating department responsible for managing the property that will be disposed of o r
acquired.Ensures compliance with any covenants or restrictions set forth in the deed o r
lease, including any grant or donor requirements .
ROLES AND RESPONSIBILITIE S
bead-Departments
-4-
Introduction
Fire
Police
Public Work s
Recreatio n
Load Departments are assigned a set ofparcels to manage (see Appendix K). The CityCouncil ,
staff, or the publicshould contact the Load Departmentabout information or activities affectinga
~pocific parcel .
Staff-Departments
Administration
CityAttorney
City Clerk
Community Developm ent
Finance
Policydirection : Administration
Financial impacts : Finance
Collection oflease foes : Finance
DataBase Maintenance : Finance,
Advortising : City Cler k
Central Filemaintenance : City Clerk
5
Introductio n
Tho RealProperty Consultation Committc o
CityAdministrator
Assistant CityAttorney
City Clerk
Reereatien-Difeete f
THE PROPERTY PROPOSAL FOR M
noted .
PROPERTY MAINTENANCE AND INSPECTIO N
PROPERTY MANAGEMENT
Administrative Analyst (Public Works)
PROPERTY ACTIVITY MANAGE R
Administration . Tables ttltt5,in the Appendixshow thedivision oflabor .Ingonoral,the Loa d
-6-
Introductio n
FILING SYSTEM S
PROGRAM AMENDMENT S
Tho CityCouncil or any department may initiate amendments to thismanual . The CityCounci l
acts on proposals itinitiates after report bythe CityAdministrator.
STATE AND CITY REQUIREMENT S
While the City Attorney's Office should always be consulted on real property acquisitions o r
disposals for compliance with State and City requirements, the following summarizes ke y
guidelines :
1 .State Guideline s
a.California Government Code Section 37380 :Allows City-owned property to be lease d
for a period not exceeding 99 years ; and allows charter cities to set their own procedure s
for property leases .
b.California Government Code Section 54220 :Surplus City-owned property must first b e
offered to :
•Housing authoritie s
•Parks, recreations and open space area s
•Enterprise zones
•School s
While these agencies have the "right of first refusal," the City is not required to accept a n
offer from these entities if the terms are not acceptable to the City . Property exchanges ar e
exempt from these provisions .
Introductio n
c.California Government Code Section 65402 :The Planning Commission must review al l
property acquisition and disposal proposals to determine compliance with the Genera l
Plan .
d.Abandonment of Parks, Street Right-of-Ways :There are detailed requirements that mus t
be met in each of these cases . As such, the City Attorney must be contacted for directio n
on a case-by-case basis .
2 .City Requirement s
a.City Charter: Article IX, Section 906 :Authorizes the Council to adopt policies an d
procedures applicable to the sale or lease of City property by ordinance or resolution .
b.Resolution No. 10052 :Sets the policy authorized by the City Charter . Key provisions ar e
that Council approval is required for any :
•Sale of real or personal property in excess of $1,000 .
•Lease of personal property for more than three years .
The full text of these City requirements is provided in the Appendix .
LEGAL REOUIREMENTS
...
CityCouncil .
Council Resolution : Priorto approval ofsale, the CityCouncil must approve a resolution
beoffered to (1)Housing Authori
terms are acceptable to the city.
6
4etHeitv
uogonpo.qul
Section 475-B
PROPERTY ACQUISITIO N
PURCHAS E
The following guidelines apply to the purchase of real property, whether in the form of fee title,
rights-of-way or easements ; and whether purchased with City funds or acquired via grants ,
donations, gifts, dedications via the development review process or property exchanges .
1 . Purchase with City Fund s
a.Property purchase recommendations should normally be presented as part of the City's
Financial Plan process via the recommended Capital Improvement Plan (CIP). However ,
as opportunities arise, the Council may consider property acquisitions at any time .
b.Acquisition proposals should be consistent with adopted plans and policies, including th e
prior Financial Plans and the adopted CIP .
c.The Council must authorize negotiations and approve the acquisition of any real property .
d.Depending on the complexity of the transaction, market conditions and othe r
circumstances at the time, the City may choose to be represented by a broker or other thir d
party professionals in acquiring real property. These will be selected in accordance wit h
the City's purchasing policies .
2 . Acquisition Via Grants, Donations, Gifts, Dedications and Exchange s
1.Acquisition recommendations that will be fully or partially funded from grants, donations ,
gifts, dedications or exchanges should follow, at a minimum, the same guidelines a s
acquisitions financed from City funds . Where grant fund requirements for property
acquisition are different from these guidelines, the requirement with the greater publi c
disclosure will apply .
2.Council approval of acquisitions via grants will be required in accordance with the City's
Grant Management Policy (Section 740 of the Financial Management Manual).
3.In considering property donations and gifts, the City will evaluate and short and long-term
maintenance and operating costs, as well as any one-time costs that might be necessary t o
rehabilitate properties for public use or meet building code requirements .
RENTS, LEASES AND MANAGEMENT AGREEMENT S
The following guidelines apply to real property rents and leases (including managemen t
agreements) where the City will be the tenant . This need may arise for short-term uses, such a s
rental of interim space during construction ; or ongoing operational needs, such as leases for th e
City's telecommunication and radio needs at the South Street Hills and Tassajara Peak as well a s
cooperative use agreements with the school district for recreation pro gu'ams .
- 10-
Property Acquisition
These should normally be included as part of the City's Financial Plan process . However, a s
needed, the City may consider renting or leasing property as required to meet the City's
operational needs at any time .
The approval authorization required for entering into lease agreements will be in accordanc e
with the City's purchasing policies .
Depending on the complexity of the transaction, market conditions and other circumstances a t
the time, the City may choose to be represented by a broker or other third party professional s
in renting or leasing real property . These will be selected in accordance with the City's
purchasing policies .
ACQUISITION OF PROPERT Y
1 . GENERAL GUIDELINE S
Anydepartment or the CityCouncil ma y request tho acquisition ofreal property. Thos e
Capital Improvement Program .
The CityCouncil must authorizenegotiations and approve thepurchase ofany real
Pfel3eft
2 . ACQUISITION PROCEDURE S
should contact the CityAttorney's Office .
Section 475-C
PROPERTY DISPOSA L
The consideration of selling or leasing City property may arise from the City's initiative to do s o
or may be in response to interest by others . The guidelines below cover short-term leases of Cit y
property as well as long-term leases or fee-title sales .
SALES AND LONGTERM LEASE S
Sales Versus Long-Term Leas e
In most cases, the sale or long-term lease of City real property will have a similar practical effect :
the use of City property by others for a very long time . As such, as set forth below, the basi c
process for the sale or long-term lease of City property will be same . The decision on whether the
City goals will be better met through sale or long-term lease will be made by the Council on a
case-by-case basis . Key factors to be considered include :
1.Which option represents the best financial return to the City ?
2.Are the City's fiscal goals at the time best met with one-time proceeds from the sale or from a
long-term income stream? For example, if the disposition is directly linked to the funding o f
another capital project, such as the acquisition or construction of a replacement facility, the n
sale may make the most sense .
3.Does the City have a long-term policy, project, program or proprietary interest in how th e
property is used? In this case, a long-term lease may make the most sense .
4.Is the property already fully developed, undeveloped or under-developed? If developed, was i t
intended to be use as leased space ?
5.Are there limiting factors based on how the property was originally acquired or its initia l
intended use, such as grants, enterprise funds or donations) that would favor long-term leasin g
over direct sale ?
6.What is the appropriate lease term? Depending on the circumstances, the Council is hereb y
authorized under this policy to enter into a lease for up to 99 years . Terms up to 99 year s
would be appropriate for leases where the intent, f r om a use and developer financin g
perspective, is intended to mirror a sale ; but for the reasons outlined above, the City desires t o
retain fee-title .
In most cases, the decision will be a balancing of competing interests that can best be weighed b y
the Council based on the circumstances at the time .
Property Disposa l
Process : Determined on Case-by-Case Basi s
The City disposes of property infrequently and the most appropriate process will vary in each cas e
depending on the circumstances . The guidelines below are intended to provide the City with a
framework for assessing the best approach on a case-by-case basis . It is not intended to limit th e
approaches available to the City : the overarching principle that should always apply is using a n
approach that will best accomplish the City's objectives given the circumstances at the time .
As outlined below,there are five basic approaches that the City could take in determining the bes t
long-term use of City property by others : request for proposals, broker services, exclusiv e
negotiations, competitive sealed bids or auction (or a combination of these approaches), whic h
will be determined by the Council on a case-by-case basis depending on the circumstances .
1 .Request for Proposals (RFP).This approach makes the most sense when the City is initiatin g
the sale or long-term lease of City property . It provides an opportunity to clearly articulate th e
City's policy goals and the general terms and conditions under which it will select th e
successful proposal .However,even with an RFP process, extensive negotiations are likely t o
follow the finalist selection .
Broker Services.This approach makes the most sense for sales when the City is initiating th e
sale ; the goal is primarily a financial one ; and the conditions of the sale are straightforward .
The sale of the prior Headquarters Fire Station at Pismo and Garden Streets after the
construction of the replacement Fire Station No . 1 at Broad and Santa Barbara in the mid -
1990's is an example of where listing the property with a broker is likely to be the best option .
Exclusive Negotiations. This approach makes the most sense when considering the sale o r
lease in response to a development proposal by others . The following factors support thi s
approach :
The City receives a written request from a proposer that sets forth its conceptual projec t
and why it believes that exclusive negotiations are in the City's best interest .
b . The proposer owns or controls a majority of the privately-held property adjacent to th e
intended area to be developed that is integral to the proposed development and required fo r
successful implementation of the project . In this ease, the project could not occur withou t
the developer's property and no other developer could make a similar proposal .
The proposal involves an exchange of City-owned property with the developer/propert y
owner . In this case, the project could not occur without the developer's property and n o
other developer could make a similar proposal .
There is a clear link to the development proposal and accomplishment of significant Cit y
goals, plans or policies .
Property Disposa l
The proposer has a demonstrated record of completing highly successful projects in the
City or similar communities .
Other circumstances where it is clearly in the City's best interest in achieving major policy
objectives to enter into exclusive negotiations .
When this approach is used, the City will enter into a formal Exclusive Negotiating Agreemen t
that clearly sets tbrth the terms and conditions of the negotiating period .
4.Competitive Sealed Bids .This approach makes the most sense for sales when the City i s
initiating the sale ; the goal is primarily a financial one ; the conditions of the sale ar e
straightforward ; and the City believes that it can successfully market the sale without outsid e
professional assistance .
5.Auction .This approach is typically used for delinquent tax sales or forfeited assets .
Accordingly, it is likely to be rarely used by the City .
SALE OR LEASE OF PROPERT Y
1 . GENERAL GUIDELINE S
The CityCouncil must declare propertysurplus boforo itcan bosold .
tions for council action .
bead-Departmen t
CityCouncil .
Tho CityCouncil must approve allfinal sale, trade or loaso agreements .
Property Disposa l
2.SALE AND LEASE PROCEDURE S
pages 11and 11) in the Appendix . Tovori specific procoduros and legalrequirements ,
lease the property.
3.METHODS OF DISPOSA L
Y .I •
to conduct tho proccodings .;
RFPoption may bo appropriate . Itoffers the citya way ofnogotiating various types o f
performance from thebuyer or lessee .
lease of property .Specific procoduros are outlined inTables #3 #5in the Appendix(see pages
17 20).
LEASES OF CITY-OWNED BUILDING S
PropertyPurchased by Cityfor Low and Moderate Income Housin g
Obispo CityHousing Authority or other appropriate group for the development ofthe housing ,
torevert to the City at the end of thelease period (20 50years).
Approved byCouncil on May 17, 198 8
The following guidelines apply to leases of City-owned buildings to outside parties wil l
guide all longterm use of City property bynon profit organizations .
Leases with Non-Profit Organization s
1 . Requests for the long-term use of City property by non-profit organizations should generall y
follow the same review procedures as the sale or lease of City property by private for-profi t
entities .
Property Disposa l
2.The proposed use of City property shoul d
City's General Planfor land use not conflict or preclude any existing or planned City use .
3.Any development or operations directly related to the proposed use should have a clear an d
measurable community benefit in alignment with City goals, policies and plans bo inthe
4.Any lease agreements for the use of City property by non-profit organizations that charge a
less than market rate for the City property should must include a provision for communit y
access and/or City use, or operate in close partnership in the delivery of City services .
5.Lessees will be responsible for all property related use taxes that may be assessed .
Approved byCouncil on October 17, 1989(Resolution No . 6706 )
Tho Cityoften has theoccasion tolease buildings it owns tooutside parties .According to
determines that it is in tho City's best interest to lease to a party other than those listed inthe
Long-Term Use s
1 .Buildings permanently intended for non-residential uses (such as retail or office) an d
located on land zoned for those use s
a.The City may use the services of a local private sector real estate agent or broker i n
advertising, locating and managing the leases . This selection will be made in accordanc e
with the City's purchasing policies . The net difference between the manager's fees an d
the rents collected shall accrue to the City .
b.For-profit entities should pay comparable market rents . Below-market rates may b e
considered for non-profit organizations in accordance with the guidelines above . Renters
c.Unless otherwise agreed upon, lessees will be responsible for making all tenan t
improvements and comply with all City zoning and land use requirements, including an y
special conditions the City may place on the property.
d.Lessees will conform with the City's non-discrimination requirements .
e.Lessees will be responsible for all property related use taxes that may be assessed .
Typical buildings in this category include : Office space located in the Marsh Stree t
Parking Garage Structure .
-16-
Property Disposa l
2 .Buildings permanently intended for specific City-approved purposes by others, such a s
cultural uses
a.The lessee must shall be a formal, non-profit organization whose stated purpose is a
public benefit aligned with the purpose and goals of the City.
b.The proposed use must further the Council's intended goals or policies for the specifi c
property, and shall not conflict or preclude any existing or planned City use .
c.The proposed use should be consistent with the goals and objectives of the City's Genera l
Plan for land use .
d.Any development of operations directly related to the proposed use must shall be in the
public interest and supply measurable benefit to the public .
e.The lease agreement must include a provision for community and/or City use .
f.Lessees will be determined either by a specific organization requesting use of the buildin g
or by the City actively seeking out an organization to fulfill the Council approved use for
the property .
g.Approved lessees must shall conform to the City's non-discrimination requirements .
h.Lessees will be responsible for all general maintenance and upkeep of the property an d
any expansion or improvement of the building, unless the Council otherwise chooses t o
help fund that expansion or improvement .
i.The long-term lease will be at a rate of $1 per year, unless the Council determine s
otherwise .
Typical buildings in this category include the Children's Museum, Art Center and Railroa d
Historic Museum .
Interim Use s
3 .Buildings on land eventually intended for other purposes, which are available for interim
residential use and located on land zoned for that us e
a. Unless there are compelling reasons otherwise, the property will be managed by the Sa n
Luis Obispo Housing Authority . Each property will be evaluated on its particular merit s
and an appropriate agreement will be developed between the City and the Housin g
Authority .
For any properties acquired that are already being successfully managed by a propert y
management company, the Citymay continue this relationship .
Property Disposa l
Typical buildings in this category include : residential units along Bullock Lane that were
acquired for eventual demolition for needed right-of-way for the Orcutt Road improvements .
4 .Buildings on land eventually intended for other purposes, which are available for interim
uses on land zoned for other than residential use s
a.The Council will determine the best use of the property on a case-by-case basis .
b.Unless there are compelling reasons otherwise, if the interim use is residential in natur e
even though the property is located on land zoned for non-residential uses, the property
will be managed by the San Luis Obispo Housing Authority . In this case, each propert y
will be evaluated on its particular merits and an appropriate agreement will be develope d
between the City and the Housing Authority. For any residential properties acquired tha t
are already being successfully managed by a property management company, the Cit y
may continue this relationship .
c.For non-residential uses, the City may use the services of a leeal-pfiaate sector real estat e
agent or broker to advertise the property, and locate and manage lessees . This selection
will be made in accordance with the City's purchasing policies . The net difference
between the manager's fees and the rents collected shall accrue to the City . The City wil l
provide direction to the property manager as to the length of the lease term, sinc e
business/office users that install tenant improvements generally want lease terms lon g
enough to recover those costs .
d.Lessees will (hall pay comparable market rents . Below-market rates may be considere d
for non-profit organizations in accordance with the guidelines above .
e.Lessees must shall conform with the City's non-discrimination requirements .
f.Unless otherwise agreed upon, lessees will be responsible for making all tenan t
improvements and comply with all City zoning and land use requirements, including an y
special conditions the City may place on the property .
Typical buildings in this category include : properties acquired for the Palm/Nipomo Parkin g
Structur e
RIGHT-OF-WA Y
Right-of-way disposals may be initiated by the City or in response to public requests . Right-of-
way will only be abandoned when it has no apparent current or future use . The following guid e
the disposal of right-of-way :
1.The City will follow requirements of the State of California Streets and Highways Code i n
acquiring, disposing and abandoning public right-of-way .
2.Right-of-way that has been purchased in fee or easements purchased with City funds will b e
sold or leased in accordance with the policies above .
-18-
Property Disposa l
3.Easements used for utility transmission and distribution systems will normally be reserved . If
the utility previously using the easement declines further use, the City will offer it to othe r
utilities before abandonment .
4.The City may place conditions of approval on abandonments of right-of-way that must b e
satisfied prior to transfer of ownership of the subject easement or property .
5.The City may reserve an easement for its water and sewer system or may reserve a blanke t
easement for all utilities .
6.The City will not guarantee the title of right-of-way it abandons .
DISPOSAL OF RIGHT OF WA Y
Tho city will onlyabandon right ofway which is holdas an easement . Right ofway that
Tho city willnot guarantee the title of right ofway itabandons .
FUTURE USE STRATEGIE S
1 . USE CATEGORIE S
Category It
1.LongTerm Use : the parcel is being used for facilities that support a longterm publi c
pFegr-aim
2.InterimUse/Targotod : tho parcel is beingusod but the use willchange to a long term
public use .
Property Disposa l
3 .Unused/Targeted : theparcel isnot beingused but will boused for a longterm publi c
ttse7
/1 . Recommended Surplus : theparcel has no current or futuro publicuse as dotorminod b y
the LoadDepartment .
5 . Right ofway (feetitle or casements): properties used for publicactivities such a s
2 . FUTURE MANAGEMENT STRATEG Y
Surplus Properties
Vie :
(a)Take no action .
withdisposal .
Under Used Propertie s
CityAdministrator for consideration .
Appendi x
CITY CHARTER ARTICLE IX, SECTION 90 6
906 Sale or Lease of City Property .
The City Council, by ordinance or resolution, shall adopt policies and procedures that shall b e
applicable to the sale or lease of City property .
As •endi x
RESOLUTION NO . 1005 2
Jon.Iowa
Attorney
RESOLUTION ME I MI (NM Series)
A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISP O
SETTING POLICIES FOR THE SALE OR LEASE OF CITV PROPERTY
WIIE in No% eirsbix 20(ii, City Kama approved an utnemirneat to Swion 6 o f
tile City Charter dud proviE Le Council Isioption by ordinance or pasokition of potions an d
procedorci that retail b'to the sale: or lease of City property: aria]
WHEREAS,law Council claims to adopt policies ewerning authority fin the sae or
tease of City property that arc similar k those M that wore place in thw City Charter prror
oyeinbei 21.)98,estqn for an adjustment in cliv amount to so:ovure for Elio passage of in .
NOW .THEREFORE, BE ff RESOLVED by Mc Council of the City of San L u
Obispo us t011ows, No toile or lease of rod propony nm-any sale of personal pror.orly of a value
in excess of one thousand dollars ("SLM,Ol ).) nor any lease cif pawtlal Properly ta a Mimi
exceed ny, three (3) years shalt be aattlwiirs:4 by the Council except by resolution pwsscud my ti c
affirmative vote of ewe- fifths (3 ;5) of Al rhe membors of the Cruxncsl .
Upon maim of Mayor Settle, sew tsdcd by Council Member Mom nod on he
following vow :
AYES :Members tarter aM Marx, Vice Mayor Settle and Mayor Romer o
NOES :None
ABSENT :Council Member Astibaug t
The tittvgoiilg tt :S(if awn Y-at adopted this 2e day of Ian-
bawl F . Romero, Mayor
ATFEST :
APPROVED AS TO F'RM :
R 1(105 2
- 22-
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
The proposed Real Property Acquisition and Disposal Policy does not include the followin g
pages from the original Manual, as amended through 2001 . As discussed below, this reflects th e
purpose of the Real Property Acquisition and Disposal Policy in providing a policy framewor k
for the Council in making acquisition and disposal decisions, as opposed to a procedural guid e
for staff in preparing reports and filing documents .
1.List of City Property Leases .As discussed in the Council agenda report, the propose d
policy uses the City's GIS capabilities for maintaining an inventory of City properties an d
uses . However, it also calls for the preparation of an annual "hard copy" report on Cit y
properties . It in short, we believe there are better ways of staying current on City propertie s
than including a "static" listing in a policy document .
2.Figures and Tables .These are oriented to staff functions that will vary depending on th e
circumstances . With policy guidelines in place, these "step-by-step" procedures are no t
useful ; and the City's recently developed "Project Plan" process is much better suited fo r
staffs responsibility for planning and implementing property acquisitions and disposals .
3.City-Owned Property Location Maps .As noted above, the proposed policy uses the City's
GIS capabilities for maintaining an inventory of City properties and uses . However, it als o
calls for the preparation of an annual "hard copy" report on City properties . It in short, w e
believe there are better ways of staying current on City properties than including "static "
copies of parcel maps : our GIS system provides much deeper and more current information .
4.Property Proposal Form .Again, the City's "Project Plan" process is much better suited fo r
staffs responsibility for planning and implementing property acquisitions and disposals .
5.City Council Resolution (1986 Series).This is being rescinded . The proposed policy wil l
reference the new resolution number .
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
City Property Lease s
Term of Current Leas e
Lessee Property Location Start End Renewal Property
Manager
Rate
NON . PROFIT
San Luis Obispo Arts Center 1010 Broad Street 3i1192 __212812017 option to renewfor 25 years Admin $llyear + 5 %annual gros sreceipt of art sales
Boy Scouts of America Corner Santa Rosa, MW 316/84 113112001 yearly-automatic Parks & Rec .$11year
Children's Museum 1010 Nipomo Street 11110198 1213112002 2 year renewalterm Public Works $1/year
Friends of Las Casa Adobe (FOCA)Murray-Adobe 9114198 9114199 annually Parks & Rec .no rent
Housing Authority Ground Lease (Htxneles sSheller)1090 Orcutt Road 4129/91 412912046 to benegotiated Parks & Rec .$1/year
Interfaith Coalition for the Homeless 45 Prado 1211196 12/1/2001 2 additional 3year renewalterms
Admin No rent
S.L . S bore Assoc,35 Prado Road 917/88 Ongoing renewsannually Public Works $11year
Seahawks Swim Team Slnsheimer pool1offloe 711183 Ongoing year to year Parks & Rec .$6,400.001year
SW County Historical Society 696 Monterey Street 1155 1/3112005 to benegotiated Public Works $1/yea r
SLO Little Theatre 888 Morro Street 11/10/98 12/31/2009 2 year renewalterm Public Works St/yea r
San Luis Obispo County YMCA Groun dLease 1020 Southwood 5121196 50 years none specified Parks & Rec .$11year
KCBX Receive only terminal Portion of WWTP Property 616i90 81112000 for 10 years Utilities $llyr
G1601 City owedptopedytrity properly leases 3114199
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
PROPERTY MANAGEMENT PROCES S
Figure 1
TRANSACTIO N
INITIATED
LEAD DEPARTMEN T
AUTHORIZED
N
TO PROCEE D
E COUNCIL ''"N,NO
<
ACTIO N
TN,...Er
N.Z'El-E YE S
,
./E.CITY 'E,N 0
COUNCIL FINAL ;'—
N s,APPROVA L
'E AES
BETTER LUC K
NEXT TIM E
OH, WELL
PUNT !
ADMINISTRATO R
LEAD DEPARTMEN T
STAFF DEPARTMENT S
LEAD DEPARTMENT
ATTORNE Y
LEAD DEPARTMEN T
ATTORNE Y
ROUT E
PROPOSAL T O
STAF F DEPT .
INTERNA L
PROCESSING
COMPLETE D
TRANSACTIO NPAPERWORK
COMPLETE D
CLOSIN G
PAPERWOR K
COMPLETED
LEAD DEPARTMENT
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
TABLE I (continued )
Lead Department 10.
Lead Department I I .
Lead Department/Community Development 12.
Community Development 13 .
Lead Department 14.
Administration 15 .
City Council 16.
City Council 17.
Administration 18.
Lead Department 14.
Order appraisal if necessary ,
If the property was previousl y
appraised make sure appraisa l
still reflects current market
value.Order second appraisa l
if needed .
Schedule Planning Commissio n
review of proposal to
determine general pla n
conformance .
Prepare Planning Commissio n
staff report .
Record Planning Commissio n
action on Property Proposa l
For m
Prepare Council Agenda Repor t
and include all documentation .
Review and approve/disapprov e
Council Agenda Report and
recommend RFP or competitiv e
bid process .
Adopt resolution declarin g
property surplus.(Process
stops if resolution no t
adopted .)
Authorize advertisement fo r
formal "Public Offering" i n
the form of RFP or Bid .
Record Council action o n
Property Proposal Form ,
Offer property first to th e
following categories, o n
acceptable terms:
a_Housing Authorities (fo r
low income housing )
b .County,Regional an d
State agencie s
c,Parks, recreation, ope n
space are a
d .School Distric t
If not accepted or needed ,
continue on to next step.
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
TABLE z
NSIBILITY ACTIO N
Any Department
Departmen t
Lead Department 3 .
Lead Department 4,
Lead Department 5.
Lead Departmen t
Lead Department 7 ,
Lead Department 8 .
Lead Department/Administrator/Attorney 9 .
Refer public inquiry to th e
appropriate Lead Department .
Answer any public inquirie s
regarding lease of a parcel .
Ask public to put al l
pro posals in writing.
Assign Activity Manager an d
prepare PPF when action o n
parcel begins.
Compile information abou t
parcel to include:
Property Proposal For m
Parcel Ma p
Property Data Sheet (from
data base )
Lease Histor y
History of Us e
Research property history an d
note issues that might affec t
lease:
a.Look for restrictions o n
use in the deed .
b.Look for specific fund s
used to acquire parce l
and any attache d
conditions.
If dead restrictions exist ,
consult attorney and procee d
accordingly ,
Inspect site conditions an d
check current use an d
occupancy .
Forward Property Proposal For m
to the GAO and schedul e
conference ,
Review proposal and initiat e
processing or terminat e
consideration .
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
L,.AE SSE 'Rte _ED as
TABLE 2 (continued )
City Council 20.
Attorney 21 .
Attorney/Finance 22 .
Lead Department 23 .
Award/deny lease .
Draft lease document .
Arrange payment of renta l
fees.
Update computer data base an d
paper file system after actio n
is final.
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
BID PROCEDURE S
TABLE 4
RESPONSIBI
1 .City Counci l
City Clerk 2 .
Attorney 3 .
City Clerk 4 ,
City Clerk 5 .
City Clerk 6 .
Lead Department/Administrator/Attorney 7,
Lead Department 8 .
Attorney 10 .
City Counci l
Limiting Conditions
11 .
The following Limiting conditions should be outlined for all bidders :
1 . The city may reject any or all of the bids and may waive any informality o r
irregularity in the bids.
ACTION,
Declare Property Surplu s
Receive sealed bids /
proposals.
Forward bids to Lea d
Department .
Approve Sale .
Advertise bid invitation .
Written bids and a 10% deposi t
must be submitted by a
specified deadline .
Prepare "Offering" Document .
Include :
a .Bidding procedure
b>Inspection of propert y
option
c.Specific conditions fo r
cash or credit sal e
d.Limiting conditions (see
below )
e.Documentation on parce l
Conduct public opening of bid s
and maintain a tabulation o f
received bids for publi c
inspection .
Analyze and select mos t
advantageous bid .
Prepare Council Agenda Repor t
documenting the evaluatio n
process and justifying (1 )
selection of other than th e
highest bidder, (2) rejectio n
of any bids, (3) the basis fo r
readvertisement ,
Prepare contract of sale .
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
AUCTION PROCEDURES ,
TABLE 5
J.ESPONSI?ILITY ACTIO N
City Council i .Approve lease of property .
City Clerk 2 .Advertise auction date an d
time and include all leas e
information .
Lead Department 3 .Pre pare Auction information "
Document.Include :
City Clerk 4 .
Lead Department/Administrator/Attorney 5 .
Lead Department 6 .
City Attorney 7 .
City Council 8 .
a.Auction procedure s
b.Inspection of propert y
informatio n
c.Specific conditions for
rent/lease agreemen t
d.Limiting condition s
e.Documentation on parcel
Conduct public auction an d
maintain tabulation of bids.
Review tabulation and selec t
most advantageous bid .
Prepare Council Agenda Repor t
documenting evaluation process
and justifying (I)selectio n
of other than the highes t
bidder, (2) rejection of an y
bids, (3) the basis fo r
readvertisement .
Prepare lease document .
Approve lease.
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
TABU ACQUJSITION PROCEDURES
ACTION ,
RESPONSIBILITY PROGRAMMED NON-PROGRAME D
Initiating Department Determine need and complete Determine need an d
CFP proposal .prepar e
justification.
Administrator Approve proposal as part of Approve processing
draft Capital Budget .of purchase .
Approve proposal as part o f
Capital Budget.
Prepare and submit progra m
description for environmenta l
review.
Evaluate program and complet e
environmental revie w
procedures .
Obtain Preliminary Title Report an d
request council authorization t o
negotiate (closed session).
Authorize negotiations and appoin t
negotiator .
Complete negotiations .
Prepare purchase agreement ,
resolution, and othe r
documentation .
Prepare staff report asking fo r
council approval of purchase .
Approves purchase .
Contact escrow company and ope n
escrow .
Edit/approve escrow paperwork ;
receive title report .
Schedule and deposit payment an d
all closing paperwork with escro w
company.
Deliver copy of recorded documents
to City Clerk and notify count y
assessor of city purchase .
City Counci l
Lead Departmen t
Community Developmen t
Lead Department/Administrato r
City Counci l
Lead Department/Attorne y
Attorne y
Lead Departmen t
City Counci l
Attorney
Attorney
Attorney
Attorney
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
ACOUISITION P.ROG DU ES
TABLE 6 (continued )
Administrator Assign a lead department (if no t
same as above) for on-goin g
maintenance and management,
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
TABLE #7 : FILE MAINTENANCE PROCEDURE S
1 . ndarii fAt 5vstem
Central it
This system is located in the City Clerk's office . It includes all deeds ,
agreements, contracts, recorded documents, and title insurance policies .
Information is stored for each parcel and indexed by assessors parce l
number . Original documents gum be kept in the central file ,
b .De partment File
Each Lead Department keeps a file on assigned parcels . The Departmenta l
file includes all information regarding a parcel including genera l
correspondence, These files will include :
copy of the deed
property data sheet (from data bank )
agreements, easement s
council action, staff report s
parcel map
correspondenc e
appraisal information (to remain confidential )
miscellaneous property documents .
1 Pro perty Waaaement Data Ban k
This centralized data source is stored in the city's computer and includes th e
following information for each city-owned parcel :
Lead Departmen t
Assessors Parcel Numbe r
Address
Brief Descriptio n
Appraisal yes No (If yes, see central file)
Date Appraise d
Appraised B y
Date Purchased or acquire d
Sq . footage of parcel
Zonin g
Use Categor y
Declared Surplus yes no (date),(Res. se )
Description of Improvement s
Easements yes no (see Lead Department )
File Reference W s
Maintenance Schedul e
The Finance Department is responsible for making alterations to the data ban k
and generating an annual report . At the time of sale, lease, or acquisition, o r
when property management information changes, the Lead Department must forwar d
all data bank updates to the Finance Department in the appropriate format.
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
CITY OF SAN LUIS OBISP O
Property Management Dat a
"A7SS"9tlCM=M==_wrrar rsW=M=====W===M===ffi'9CMMMM===WMiffiM=====W=WMW==W=WM====3S'i=MOM =
Assessor's parcel #:[ )Survey date :(3Site address :(]Use description :[Parcel category :[A i In Use B is Interim Use/Targete d
C = Unused Targeted D = Surplus (recommended )
Right-of-Way (1) Fee or (2) Easemen t
Lead department ;[l Easement :[] (Y/N )Declared surplus :(] (Y/N).. if "Y": Date Declared :(
Resolution #:[Zoning :[)G .P . designation :[
Environmental constraints :(
FP = Flood Plan,100 yr N = Noise (exceeds 50 dBA )
AH - Airport Hazard (Zone 4 &below )Landslide (Shown on Seismic Map )
L = Liquifaction (Differential Settling )WF =High/Extreme Wildiand Fire Hazar d
Assessor's parcel #:(
Service constraints :[
W = Water Supply (Inadequate Domestic Flow)S = Sewage Treatmen t
ST - Sewage Transmission (inadequate Mains or Pumps )FF = Fire Flow (Hydrant)FR = Fire Response (Greater than 4 minutes )
Type of acquisition :[)Date acquited :[
Appraised by :()Date :[Purchase price :(3 Land value :[Improvements value :[)Total value :(]Property inspection period :(3
SUPPLEMENTAL INFORMATION LEASE INFORMATION
Parcel Area :[](acres)Tenant :(]Total building area :(3 (sq .ft .)Lease term :(3Date built :[3 Expiration date :[3Date remodeled :[3 Renewal date :(3
References :[
Asset #:[Deed #:[
Insurance file #:[Lease file #:[
Other :(3Other:[Other :[3Other:[3==t====="====== == =====_=_============_==
Comments ;
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
TABLE #8 : SUMMARY OF PROPERTY MANAGEMENT DUTIE S
ACTION 1ESPONSIIILJTY,SCHEDUL E
Update Use Categories Lead Department Januar y
Administratio n
Update Surplus Prop .List Lead Department Januar y
Administratio n
Update Under-Used Prop .Lead Department Januar y
Administratio n
Publish Data Base Report Finance Apri l
Program Evaluation Property Management Apri l
Committe e
Assign Parcels Administration As neede d
Assign Activity Lead Department Staf f
Manager Assignmen t
File Maintenance Clerk/Lead Dept .Ongoing and
After Actio n
Property Maintenance Lead Department As specified o r
once a year,
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
TABLE*9 C,1 WNED PROPERTY LISTING S
LEGEND
* PART OF CITY ASSET TRANSFER PROGRAM . ACTUAL OWNERSHIP HELD BY . SLO CAPITAL IMPROVEMENT PROGRA M
CATEGORIES :
A IN US E
B INTERIM LASE/TARGETE D
C UNUSED TARRETE O
D SURPLUS (RECCNEI&!ED )
E RIGHT OF WA Y
PARCEL #USE * CATEGORY DESCRIPTION ADRESS OR LOCATION LEAD DEPARTMENT
mmm*R*mmmm MR&RdOsARRR*******mssmmmRR WNWRAitR4RURuuiiasa'aRWOmasRORR,SmssaaaRx3 WSwwwwsnNSsamaR*RRammaa>'sswasasmzsmYss s
01-012-35 1 A RATER PUMP STATION BRESSI PLACE PUBLIC WORKS
01-022-42 1 A TOT LOT PLAYGROUND 870 MISSION STREET PARKS & REC .
01-031-12 1 A PART OF SANTA RASA PARK SANTA ROSA ST . AT OAK ST .PARKS & REC .
-27 1 A PART Of SANTA ROSA PARK SANTA RASA ST . AT OAK ST .PARKS B REC .
01-033-08 1 A PART OF SANTA ROSA PARK SANTA ROSA ST . AT OAK ST .PARKS & REC .
01-0+34 .01 1 A PART Of SANTA ROSA PARK SANTA ROSA ST . AT OAK ST .PARKS & REC .
01 .035 .01 1 A PART OF SANTA ROSA PARK SANTA ROSA ST . AT OAK ST .PARKS & REC .
01-082 .23 1 C CREEK OPEN SPACE SAN LUIS DRIVE PUBLIC WORKS
01--181 .06 1 8 COMMUNITY GAROEN 533 BROAD STREET PUBLIC KIRKS
01-205-12 1 A POLICE DEPT PARKING LOT EXTENSION 575 SANTA ROSA STREET POLICE DEPT .*
01 .205 .13 A POLICE DEPT 575 SANTA ROSA STREET POLICE DEPT .*
01 .235 .15 1 C VACANT - CREEK BANK MARSH ST B CALIFORNIA PUBLIC WORK S
02-272-12 T C OPEN SPACE (GRAZING)SOUTR END OF KILL STREET PUBLIC WORK S
02-313-20 1 0 VACANT BEHIND 1023 WALNUT STREET PUBLIC WORK S
02-316-07 1 E VACANT - REMNANT SANTA ROSA ST . B MILL PUBLIC WORK S
02 .321-03 1 B OLD CITY/COUNTY LIBRARY 888 MORRO STREET PUBLIC WORKS *
02-321-04 1 A CITY HALL 940 PALM STREET PUBLIC WORK S
02-321-04 2 A PARKING LOT BEMENO CITY HALL PUBLIC WORKS *
02 .322 .19 1 A NEW CITY/COUNTY LIBRARY PALM STREET B OSOS PUBLIC WORK S
02-325-01 1 A RECREATION CENTER 864 SANTA ROSA STREET PARKS & REC .
02 .412-04 1 A PARKING LOT *14 630 MONTEREY STREET PUBLIC WORK S
02 .412-16 1 A COUNTY MUSEUM 696 MONTEREY STREET PUBLIC WORK S
02-412-18 1 A PARKING LOT *9 680 MONTEREY STREET PUBLIC WORK S
02 .415-15 1 A PARKING STRUCTURE *1 887 MORRO STREET PUBLIC WORKS *
02-416-29 1 A PARKING LOTS #11 and #3 BETWEEN PALM & MONTEREY PUBLIC WORK S
02 .416-34 1 B PUBLIC WORKS DEPARTMENT OFFICES 9S5 ROM STREET PUBLIC WORKS
02.416 .34 2 8 PARKING LOT *19 MORRO STREET AT PALM PUBLIC WORK S
02-416-34 3 B PARKING LOT *18 955 MORRO PUBLIC WINKS
02-421-01 1 C ROMIERO'S TRANSMI ORS 1010 NIPOI4) STREET PUBLIC WORKS
02 .421 .18 1 A PARKING LOT #10 NIPOIMO & MICLNRA STS .PUBLIC WORKS
02421 .20 T A PARKING LOT #15 MONTEREY & BROAD STS .PUBLIC WORKS
02 .423 .06 1 A ART CENTER 1010 BROAD STREET PUBLIC WORK S
02-423 .06 2 A MISSION PLAZA MONTEREY & BROAD STS .PARKS & REC .
02 .424 .22 1 A PARKING LOT *2 MARSH & BROAD STS .PUBLIC WORKS*
02-433-01 1 A PORTION OF PARKING LOT #6 COURT ST . AT MONTEREY PUBLIC WORK S
02-433-02 1 A PORTION Of PARKING LOT #6 MONTEREY It OROS STS .PUBLIC WORK S
02-433 .03 1 A PORTION Of PARKING LOT #6 OSOS STREET AT HIGLIERA ST PUBLIC WORK S
02-482-12 1 A ALLEY (BIANCHI LANE)284 HIGUERA STREET PUBLIC WORKS
02 .482-25 1 B VACANT BEBIND 284 HIRUERA STREET PUBLIC WORKS
03-511-22 '1 A JACK RESIDENCE 536 MARSH STREET PARKS & REC .
03-526-11 I A FIRE STATION 748 PISMO STREET FIR E
03-524-11 v 2 A PARKING LOT #5 {NEXT TO FIRE STATION)748 PISMO PUBLIC WORK S
03-527 .05 J 1 B PART Of PARKING LOT #4 PACIFIC &CHORRO STS .PUBLIC WORKS
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
TABLEAF9 CITY OWNED PROPERTY LISTINGS (continusll
LEGEND:
+ PART OF CITY ASSET TRANSFER PROGRAM . ACTUAL NIP HELD BY : SLO CAPITAL IMPROVEMENT PROGRAM
CATEGORIES :
A IN US E
B INTERIM FUSE/TARGETE D
C UNUSED TARGETE D
D SURPLUS (RECD ENDED )
E RIGHT OF WAY
PARCEL #USE It CATEGORY DESCRIPTION ADRESS OR LOCATION LEAD DEPARTMEN T
~$:Z~amsasmSmamimmamaxaaamaammmamaaas :ssmssm8sammaasmaaaaassamaaaaaxsa~cmcmmammm .:aammmaaaa :msaaa~masasacaaaaaamsssmsmm a
52-231 .09 v/1 D VACANT NW CORNER LOOMIS &GRAVES PUBLIC WORK S
52-332-21 W 1 A FIRE STATION el 136 CNORRO STREET FIR E
52-351-43 1 A SEWER LIFT STATION W . OF 81 FOOTHILL BLVD .PUBLIC WORK S
52 .482 .13 v'""l A PtRP ROUSE 175 FEt-MAR DRIVE PUBLIC WORK S
52-512-11t/1 C RESERVOIR SITE W . END HIGHLAND DR .PUBLIC WORK S
52 .52OF74 W 1 A OPEN SPACE 85O PATRICIA DR .PUBLIC WORK S
53 .012 .12 o'1 E2 RIGHT OF WAY DALIDIO DRIVE PUBLIC WORK S
53 .051 .45 `'1 A SEWAGE TREA'TIR=NT PLANT 35 PRADO ROAD PUBLIC WORK S
53 .051-45 '2 A TV RECEIVING SITE 35 PRADO ROAD PUBLIC WORKS
53-051-45 ,3 A SETTLING tRtOJNOS (GRATING)35 PRADO ROAD PUBLIC WORK S
53-051-45 4 A CITY CORPORATION YARD 25 PRADO ROAD PUBLIC WORK S
53 .071-04 R/1 D VACANT 1071 MRCUTT ROAD PUBLIC WORKS
53-087-18 /1 B UNIMPROVED PARK EDNA - ISLAY AREA PARKS &REC .
53 .111-41 3 1 A GOLF COURSE DRIVING RANGE 11075 LOG 050$ VALLEY MO .PARKS &REC .
53 .111 .42 '''Y 1 A LAGUNA LAKE GOOF COURSE 11175 LOS OSOS VALLEY RO .PARKS &REC .
53 .13113 f 1 A SETTLING GROUNDS PART OF SEWAGE TREATMENT PUBLIC WORKS
S3'141=12 3 1 A SETTLING GROUNDS (GRAZING)PART OF SEWAGE TREATIENT PUBLIC WORKS
53 .%I .12 V 2 A POND PART OF SEWAGE TREATMENT PUBLIC IdORKS
53-246-41 V 1 A IMPROVED PARK N . END OF SAN ADRIAN)PARKS & REC .
67-221.19 1 A ORF-SITE DRAINAG E FOR TRACT 85 PREFUNO CANYON ROAD PUBLIC WORKS
70 .301-Cl 1 C VACANT RESERVOIR CANYON PARKS &REC .
70-491-01 1 C VACANT RESERVOIR CANYON PARKS &REC .
70-491 ,.02 1 C VACANT RESERVOIR CANYON PARKS &no .
73 .26101 1 C WATER METER/DIVERSIO'N END OF CUESTA WATERTUNREL PUBLIC WORKS
73-271-02 -''1 A WATER TREATMENT PART UU2 STENNER CREEK ROAD PUBLIC WORKS
73-281-04 1 A WATER TREATMENT PLANT #1 STEMMER CREEK ROAD PUBLIC WORKS
73 .281-07 1 A WATER TREATMENT PLANT #1 STENMER CREEK ROAD PUBLIC WORKS
73-341-10 1 C RESERVOIR SITE HWY 101 N .E . CUESTA PARK PUBLIC WORK S
73 .341 .16 1 C WATER PUMP NORTH of SLO 1,5 MILES PUBLIC WORK S
73 .341-17 1 E2 WATERLINE RIGHT-OF-WAY N . OF SLO PARALLEL HWY 1 PUBLIC WORK S
T3-351-12 1 A OPEN SPACE (GRAZING LEASE)W . SIDE OF CERRO SAN LUIS PARKS & REC .
73 .361 .04 1 C ABORDUNED RESERVOIR RESERVOIR CANYON PUBLIC woo s
76-331-10 1 A PORTION Of EDNA SADDLE RESERVOIR SW OF ROCKVIEW DRIVE PUBLIC WORKS
76-331-12 1 A IMPROVED PARK ENO OF BLUEROGIC PARKS &REC .
76 .331-13 1 A IMPROVED PARK END OF BLUEROCK PARKS &REC .
76-391-06 1 A PORTION OF EDNA SADDLE RESERVOIR SW OF ROCKVTEW DRIVE PUBLIC WORKS
DISK :PROPEHTY\PRCPLIST .WK I
-37 -
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
MEMORANDUM TABLE #1 0
March 6, 199 1
TO :
Dave Romero, Director of Public Work s
Jim Stockton, Director of Recreatio n
Bob Neumann, Interim Fire Chie f
Jim Gardiner, Police Chie f
FROM :
William C . Statler, Director of Financ e
SUBJECT: ENVIRONMENTAL RISK INSURANC E
Attached for you information and review is a letter and brochure from First Environmenta l
Review Insurance Company which underwrites coverage for environmental risks associate d
with developed and undeveloped real property transfers .
As reflected in their letter and attached brochure, their service is, in concept, like titl e
insurance for hazardous materials or other pre-existing conditions that exist on property tha t
the City may wish to sell or buy in the future . This is a relatively new concept, and to m y
knowledge, they are the only insurance company currently offering this type of protection .
As lead departments for property management matters under the City's Propert y
Management Manual, I thought this information might be of interest to you, especially i n
light of the additional emphasis being placed in land purchase agreements on the liabilit y
associated with pre-existing environmental risks .
cc:
Jeff Jorgensen, City Attorney (without brochure )
Ken Hampian, Assistant CAO (without brochure )
Arnold Jonas, Director of Community Development (without brochure )
Dixon Flynn, Financial Systems Manage r
Wendy George, Personnel Analyst
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
There are 87 pages ofparcel maps in the current policy like the one below .
Cif osan Luis oBI spo
department of Community developmen t
990 Prim Str..tfPost Office Box 321.San Luis Oblip*.CA 93406
01-031-12,-27 ;01-033-0 8
01-034-01 ; 01-035-0 1
Santa Rosa Park
Parks & Recreatio n
6ATAPInnwT NI',11;1151
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
city of San Wm o&ispo DATE
INITIATE D
PROPERTY PROPOSA L
rj BUY 'Li SELL C] LEASE Li ABANDON 0 OTHER
PROPERTY INFORMATIO N
SITE ADDRESS ASSESSOR*S NO .
CURRENT USE/DESCRIPTION
PROPOSED ACTION/ULTIMATE OBJECTIV E
OTHER INFORMATIO N
NAME OF APPLICANT DAY PHONE
APPLICANT'S ADDRESS .
PROPERTY OWNER
DAY PHON E
OWNER'S ADDRESS
CITY USE ONLY
LEAD DEPARTMENT
CONSULTED STAFF DEPARTMENTS :
7 FIN .E ATTY . D ADMIK L : REC .2_1 PUB .WKS .E)COM DEV .O POLICE C FIRE CI OTHE R
COMMENTS I licIrcate here Iicnrmrr;en,s are attached}
i':..
APPROVALS REQUIRE D
0 CITY ADMINISTRATIVE OFFICE R
L LEAD DEPARTMEN T
7]ARCHITECTURAL REVIEW COMMISSIO N
LIU PLANNING COMMISSIO N
D CITY COUNCIL .
LI OTHER
SUPPLEMENTAL INFORMATION ATTACHED .
FINAL DISPOSITION
DATE APPROVED/B Y
DATE APPROVED/B Y
DATE APPROVED/B Y
DATE APPROVEDIB Y
DATE APPROVED/B Y
DATE APPROVED/BY
L] YES Ll +NO
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDAT E
RESOLUTION NO . 5963 (1986 Series )
RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISP O
ADOPTING THE PROPERTY MANA(EMENT MANUA L
WHEREAS, the 1985-87 Financial Plan states that the city should *develop a
coordinated management system for city-owned property"; an d
WHEREAS, it is the objective of the city to establish a property management progra m
that maximizes the productive use of city real property assets.
NOW, THEREFORE,BE IT RESOLVED by the Council of the City of San Luis Obispo a s
follows:
1.The property management manual (attached as Exhibit A) is hereby adopted .
2.Procedures for amending the Property Management Manual shalt be as specified i n
Section B7 of the manual.
On motion of soposilman spt-f-le , seconded by CouncilmanGriffi n
and on the following roll call vo w
AYES :Counciltnembera Settle,Griffin,Dovey, Rappa and Mayor Dooi o
NOES :None
ABSENT :None
the foregoing resolution was passed and adopted this 20th day of May
1986 .
Mayor RON DUNIN