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HomeMy WebLinkAbout05/15/2001, C7 - RECREATION CENTER DONATION I council Mdi°`°s-.s-ol j acEnaa REpont It. -- - CITYOF SAN LUIS O B 1 S P 0 FROM: Q� Paul LeS.age,Director of Parks and Recreation SUBJECT: RECREATION CENTER DONATION CAO RECOMMENDATION 1. By resolution: a. Accept a donation to fund the remodel of the Santa Rosa Street Recreation Center in the approximate amount of$600,000. b. Authorize the Mayor to sign the donor agreement. 2. Upon receipt of donated investment securities by the City, authorize the Mayor to sign a letter to the donor acknowledging the gift for tax purposes. DISCUSSION Background Arthur J. Ludwick, a former resident of San Luis Obispo, and his family have offered to fund the remodel of the Santa Rosa Street Recreation Center. This donation is valued at approximately $600,000. Mr. Ludwick and his wife previously funded a senior citizens' center project in Glendora where he currently resides. The Recreation Center remodel project caught the Ludwick's interest because of its intended use to expand senior programming in the community. Additionally, members of Mr. Ludwick's family have attended events at the Center as far back as the 1940's when it was a U.S.O.building. This donation could not be more timely for the City of San Luis Obispo, as the Recreation Center remodel is an approved Major City Goal as a part of the 2001-03 Fiscal Plan. Improvements to the building include: • Kitchen for programs such as senior nutrition and cooking classes • Pool Room • Meeting room for meals and group activities • ADA upgrades • Parking lot resurfacing • Conversion of the Scout building to a senior services office • Re-roofing Air conditioning of a portion of the building • Exterior painting Council Agenda Report—Recreation Center Donation Pave 2 The Ludwicks have requested the Recreation Center remodel proceed in a timely manner. With the project's current priority and current scheduling,this will not be a problem. In consideration of this donation, the facility will be renamed the "Edward G. & Inga E. Ludwick Community Center." The City will install a monument sign at the Center with this name, but will refer to the building by the abbreviated name of the "Ludwick Community Center" whenever practical. The naming and the recognition are consistent with City policies relating to donations (Res. 8965 — 1999 Series) and facility naming (Res. 8621 — 1997 Series). The actual signage will conform to City standards and receive the appropriate review. CONCURRENCES The Parks and Recreation Commission has previously endorsed the Recreation Center Remodel Project. FISCAL IMPACT The cost estimates for the remodel project reflect the best and most current information available. As with any City capital project, unforeseen costs can arise. Any costs over the donated amount will be the responsibility of the City. ATTACHMENT 1. Resolution with attached Donor Agreement 2. Offer of donation 3. Policy on accepting donations 4. Policy for the naming of Parks and Recreation facilities C7 RESOLUTION NO. (2001 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO ACCEPTING A DONATION FOR THE REMODEL OF THE RECREATION CENTER WHEREAS, Arthur J. Ludwick desires to donate to the City of San Luis Obispo $600,000 for the purpose of remodeling the Santa Rosa Street Recreation Center, and WHEREAS, this timely donation will provide facility upgrades to the Center that will allow for its expanded use; and WHEREAS, the senior population of the City will have expanded recreation opportunities in the Center. NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo that the City does hereby: SECTION 1. Accept this donation under the terms of the donor agreement attached to this resolution as Exhibit A. SECTION 2. Rename this facility the Edward G. and Inga E. Ludwick Community Center (Ludwick Community Center as a working name) effective at the conclusion of the remodeling project. SECTION 3. Thank and acknowledge Mr. Ludwick for this generous donation. SECTION 4. Authorize the Mayor to sign the donor agreement. Upon motion of , seconded by , and on the following roll call vote: AYES: NOES: ABSENT: C 7-3 the foregoing resolution was adopted this day of , 2001. Mayor Allen Settle ATTEST: Lee Price, City Clerk APPROVED AS TO FORM: Jeffrey G. Jorgense ity Attorney c (7-4 EXHIBIT A city of San LUIS OBISPO DONORS AGREEMENT S� mp Agreement dated for reference purposes as of this�day of 20011 by and between ARTHUR J. LUDWICK and SARAH L. LUDWICK ("Donors") and CITY OF SAN LUIS OBISPO ("City")with reference to the following facts' A. Donors desire to make a contribution of investment securities ("Donation") in the approximate amount of$600,000 to City for the purpose of renovating the City's Santa Rosa Street Recreation Center C'Center); B. City desires to accept the Donation; C. The parties desire to set forth in writing all agreements and understandings between them concerning the Donation. NOW, THEREFORE,the parties agree as follows: 1. ACCEPTANCE. City shall cause the City Council to pass resolutions in form and substance satisfactory to Donors (a) accepting the Donation subject to the terms set out in this Agreement and (b) authorizing the renovation of the Center. 2. DONATION. At such time as City has complied with the requirements of Paragraph 1 above, Donors shall transfer investment securities valued at approximately $600,000 to the name of City or order in such manner as City may reasonably request. 3. SALE OF DONATED SECURITIES. City shall have no obligation to retain the investment securities constituting the Donation and shall be free to sell or otherwise dispose of all or any portion of such securities at any time in its.sole discretion. EXHIBIT A 4. USE OF FUNDS. City shall use the Donation and all proceeds of sale thereof for use in renovating the Santa Rosa Street Recreation Center. In the event that such use becomes impossible or impractical for any reason, then City shall consult with Donors with a view to agreeing on an alternative use of the Donation; provided, however, that Donors shall in no event have any rights with respect to the Donation or proceeds thereof.which would prevent City from freely and effectively employing the Donation in furtherance of its exempt purposes within the meaning of Section I M7-2(a)(8) of the income tax regulations. Under no circumstances shall the Donation or any part of it revert to Donors. 5. RENAMING OF CENTER. At.such time as the renovation is completed, City shall rename the Recreation Center the "Edward G. and Inga E. Ludwick Community Center." City shall also install a monument sign at the Center containing such name and shall use its best efforts to insure that the Center is referred to by such name or an abbreviated name (for example, the "Ludwick Community Center's in press releases and other publicity related to the Center. 6. GRAND OPENING. At such time as the renovation is completed, City shall hold a grand opening for the Center at which Donors and members of their family shall receive appropriate recognition. 7. NO CONSIDERATION FOR.DONATION City hereby confirms that Donors have not received anything of value in consideration of the Donation, nor is there any agreement or understanding, whether oral or in writing, that Donors will receive anything of value in return for the Donation. 8. TAX STATUS OF CITY. City hereby confirms that City is an organization described in Sections 501(c)(3) and 170(b)(1)(A)(v) of the Internal Revenue Code, to which contributions are deductible for Federal income tax purposes to the extent provided in Section 170 and all other applicable sections of the Code. C7�'(O i EXHIBIT A 9. ENTIRE AGREEMENT. This Agreement constitutes the entire agreement between the parties pertaining to the Donation and supersedes all prior and contemporaneous agreements, representations, and understandings of the parties on that subject. 10. SIGNATURES. IN WITNESS WHEREOF, the parties to this Agreement have duly executed it on the day and year first above written. ATTEST: CITY OF SAN LUIS OBISPO, A Municipal Corporation By: Lee Price, City Clerk Allen Settle, Mayor APPROVED AS TO FORM: DONORS: 40 By: -5; �l C Jeffrey G. Jorgensen, City Attomey Arthur J. Ludwick By: /� K Sarah L. Ludwick i ATTACfMITT 2 ARTHUR J. LUDWICK 1651 E. OAK TREE TERRACE GLENDORA, CA 91741-3065 April 10, 2001 Mayor Allen Settle City of San Luis Obispo 990 Palm Street San Luis Obispo, Ca. 93401 Dear Mayor Settle: The purpose of this letter is to formally offer a donation to the City of San Luis Obispo to be used for renovation of the Santa Rosa Street Recreation Center. It is my understanding, from conversations with your staff, that the City intends to renovate the building in the near .future to accommodate more recreation programs, especially for senior citizens. This donation is intended to fully fund the remodel, currently estimated to be $560,000. The donation would be in memory of my parents, who resided in the San Luis Obispo area for years. My father and mother, plus many other family members, attended events in the Recreation Center as far back as the 1940's when it was a USO building. While 1 now reside in Glendora, I was born in San Luis Obispo. We have made a previous donation to the City of Glendora for a similar project in honor of my wife's parents. I have enjoyed several discussions with your staff as to the scope of this project, and I am aware of the level of funding that is required to complete it. I would ask you to direct your staff to complete the necessary agreements to finalize this transaction. In consideration of this.donation, I am requesting that the project proceed in a timely manner. Finally, upon completion of the remodel, I ask that you consider naming the building the °Edward G. and Inga E. Ludwick Community Center". I look forward to hearing from you in the near future, and working with your staff to make this project a success. Sincerely, Arthur J. Ludwick RECEIVED APR 12 2001 SLO CITY COUNCIL C �O ATTACHMENT 3 RESOLUTION NO. 8965 (1999 Series) A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO ADOPTING A CITY DONATION ACCEPTANCE POLICY WHEREAS, individuals, community groups, and businesses may wish to make donations to the City in either cash or in-kind contributions that enhance projects, facilities, and programs; and WHEREAS, the need for projects, facilities, and programs exceeds the City's ability to fund all such needed projects; and WHEREAS, it is an acceptable and appropriate practice to accept donations, in order to enhance City programs and/or facilities to provide a higher level of service to the public. NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Luis Obispo hereby adopts the following policy concerning the acceptance of donations: 1. The donation must have a purpose consistent with City goals and objectives 2. The City may decline any donation without comment or cause. 3. The donation will not be in conflict with any provision of the law. 4. The donation will be aesthetically acceptable to the City. 5. The donation will not add to the City's workload unless it provides a net benefit to the City. 6. The donation will not bring hidden costs such as starting a program the City would be unwilling to fund when the donation was exhausted. 7. The donation places no restriction on the City, unless agreed to by the City Council. 8. The donation shall become property of the City. 9. All donations will receive recognition appropriate to the level and nature of the donation as determined by the City. For those of a capital nature, that may be in the form of signage, marking, or naming. Any naming of Parks and Recreation facilities shall be consistent with City--policy on the naming of such facilities as set forth in Resolution 8621 (1997 Series). Regardless of the recognition strategy selected, the intent shall be to appropriately honor the donor for their contribution to the community. The appearance of traditional commercial advertising shall be avoided. 10. Donations exceeding $5,000 shall be accepted through a written agreement consistent with these guidelines and approved by the City Council. In-kind capital donations will be subject to normal City review, permitting, inspection, and insurance requirements. Upon motion of Council Member Marx seconded by Council Member Ewan, and on the R 8965 C 7— q Resolution No. 8965 (1999 Series) Page 2 following roll call vote: AYES: Council Members Ewan, Marx, Schwartz, Vice Mayor Romero and Mayor Settle NOES: None ABSENT: None The foregoing resolution was adopted this 7th day of September, 1999. Mayor Allen Settle ATTEST: r Lee Price, City Clerk ec - APPROVED AS TO FORM: aA;(, vz--4t� Te- /br er C)K Attorney c 7-r ATTACHMENT 4 RESOLUTION NO. 8621 (1997 Series) A POLICY FOR THE NAMING OF PARKS AND RECREATION FACILITIES WHEREAS, it is appropriate that parks and recreation facilities, and portions of those facilities, be named in honor of citizens of the City of San Luis Obispo, and WHEREAS, such naming should be made for persons or groups who have made significant contributions to the City, and WHEREAS, naming can also be made for other appropriate reasons, and WHEREAS, such naming nominations shall be reviewed by the Parks and Recreation Commission and forwarded to the City Council for approval. NOW, THEREFORE, be it resolved that the City Council of the City of San Luis Obispo does adopt this policy concerning the naming of park and recreation facilities, with the following provisions: 1. Naming of facilities may be made for individuals or groups who have made significant contributions or service to the City of San Luis Obispo and its citizens. 2. Naming may commemorate significant financial contributions to a specific project. 3. Naming is also appropriate for significant natural or historic resources associated with a particular location. 4. Naming need not be posthumous. 5. Those wishing to make nominations shall submit a letter to the Parks and Recreation Commission detailing why the naming should be considered. 6. Those nominations judged to be worthy of consideration shall be forwarded to the City Council for approval. Resolution No. 8621 (1997 Series) Page Two 7. While the policy primarily deals with new park sites, the renaming of existing facilities or unnamed portions of facilities is not precluded. When such a request is received, the current site name will be researched to see that the request is not contrary to a previous naming. Such naming changes are-seen as being appropriate for parks with generic names. 8. Any expenses associated with a facility naming are not necessarily the responsibility of the City. On motion of vice Payor Roalman , seconded by -Council member Shit_h and on the following roll call vote: AYES:Council Piembers Roalr an, S lith, Romero, Williams and Mayor Settle NOES:None ABSENT: None The foregoing resolution was adopted this 21st day of Janua)a: , 1997. Mayor Allen Settle ATTEST: m Bo ue Gawf, C' C rk Jo e*, ' Attorney c�-�a *NG AGENDA C DATE 5/tea/ May`12, 2001 ITEM # To: Paul LeSage, Director, Parks and Recreation Department 1341 Nipomo San Luis Obispo, CA 93401 We would like to extend many thanks to the Ludwick Family for their wonderful donation to the City. We are all very grateful for their gracious generosity which will make a difference to the many residents of San Luis Obispo. We take exception to statements in the Tribune by city officials implying that the upgrade to the Mill Street Recreation Facility is intended mainly for seniors, and that it will become a senior retreat. In fact, all age groups will actively use this community center. The largest part of this facility is the basketball court which is used for youth basketball and other activities such as aerobics classes. The photo in the Tribune article clearly shows this. The facility also contains a child day care center. We are concerned that expanded use of this facility will prove to have not only space limitations because of the restrictive configuration of the building, but also, serious parking limitations because available parking is stretched way beyond capacity. The seniors have asked the Parks and Recreation Department's help many times to upgrade the kitchen and to resolve parking issues at the current Senior Center. Since these and other needs were denied, seniors began a campaign for a larger facility, and the City sponsored a study that validates this need. If the Dalidio Project, which included land and a large donation for a senior center was approved by the City Council, this additional donation would make a big difference in how soon a new senior center could be a reality. Seniors are ready to participate in raising funds when property is donated or allocated for this purpose. In the meantime, it is gratifying to know that the current senior facility will remain open. Seniors want to continue their activities at the Mitchell Park Senior Center, even with its limitations, until a new center is available. Since, the Senior Center kitchen upgrade and other items were denied due to lack of funds, and since the City now has 900,000 available, ($300,000 for recreational building upgrades, and the $600,000 donation), we would hope that some of the $300,000 is used for upgrades to the current Senior Center. , NCIL ❑XD DIR AO VFIN DIR Z�ACAO ❑ FIRE CHIEF �ORNEY 11PW IR i 9 LERKIORIG ❑ P ICE CHF 1t1 Board of D�ectors / El HEA EC DIR Y 1.5 �x�� San Luis Obispo Senior Centerp' 11UTIL DIR 1445 Santa Rosa Street ❑ HR DIR San Luis Obispo, CA 93401 c: Mayor, Allen Settle; Council Members: John Ewan, Jan Howell Marx, Christine Mulholland, Ken Schwartz, City Manager, Kenneth Hampian, and San Luis Obispo Tribune