HomeMy WebLinkAbout05/18/2010, B1 - LEGISLATIVE DRAFT: REAL PROPERTY ACQUISITION AND DISPOSAL POLICY UPDATE RECIIIVE®
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MAY 14 2010
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May 14, 2010 CAO ®TIRE CHIEF _- RED FILE
ATTORNEY 2rPW"DIR
eCLERK/ORIG OLICE CHF —
! AEEIsI G AGENDA
TO: City Council I-] PT HEADS L/REC DIR S10
PfUTIL DIR ITEM #.5L_
FROM: Katie Lichtig, City Manager r� -As es
B'HR DIR'
Bill Statler, Director of Finance& In ormatton Technology � v
Prepared By: Rachel Messner, Administrative Analyst
SUBJECT: LEGISLATIVE DRAFT:REAL PROPERTY ACQUISITION AND DISPOSAL
POLICY UPDATE
Councilmember Marx has requested a legislative draft of the updated Real Property Acquisition
and Disposal Policy (scheduled for Council consideration on May 18) to facilitate comparisons
with the current Property Management Manual.
As discussed in the Council agenda report, we took a fresh approach in preparing the updated
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 as
follows:
1. The new text is presented first in the legislative draft without any text mark-ups. Any
Imo.,- �
significant changes or additions are shaded.
2. The old text follows each section in"everstrike."
3. As noted in the Agenda report, the section on the lease of City buildings (starting on page 15
of the attached legislative draft) is closely based on the policy adopted by the Council in
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 the
"Property Management Manual."
2. Management Strategy. The 1986 Manual took a highly decentralized approach to managing
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 real
property inventory. The update more efficiently and effectively relies upon our geographic
information system (GIS) for this.
Legislative Draft: Property Acquisition and Disposal Policy Update Page 2
4. Property Disposal: Based on our past experience, the update adds two approaches to the
disposal of real property: broker services and exclusive negotiations. Along with three other
approaches discussed in the 1986 Manual (request for proposals, competitive sealed bids and
auctions), the update describes the circumstances when each one is likely to be the best
option.
5. Leases of City-Owned Buildings'. The update guidelines are based on the amendments made
by the Council in 2001 (Resolution No. 9926), with minor modifications to reflect changes
since then.
6. Improved Organization. The original policy was prepared in a Notebook format, with
extensive hard copies of parcel maps of each real property owned at the time provided in the
Appendix. As noted above, the updated policy relies upon the City's GIS abilities to more
efficiently and effectively provide this information. Accordingly, 87 pages of maps have
been removed. The Appendix in the current policy also includes several tables and figures
that are procedurally oriented and are also not included in the update. A full discussion of
how materials in the Appendix in the current policy are addressed in the update are provided
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
INTRODUCTION
PURPOSE AND OBJECTIVES
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 or
exchange.
This policy does not address maintenance and operations of City real property. These are covered
in other policy documents that are more focused on operations. For example, the City prepares
detailed Conservation Plans for each of the City's open space areas, such as Bishop's Peak, Cerro
San Luis, Irish Hills Natural Reserve and Johnson Ranch, which include detailed management
plans for maintenance and operations. Likewise, the City's Water and Wastewater Management
Plans also address maintenance and operations of the real property used in delivering these
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 the
City's fleet are comprehensively set forth in the City's Fleet Management Policy (Section 405 of
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 property
that may exist in other City policy documents: unless there are direct conflicts, it does not replace
them.
PURPOSE
0
al esta4e management-,
vahiatien> aequisifien, dispesitien,
(ineluding pr-epei:ty!eased by
These peheies emd preeedufes YA411 guide all pr-ep",management astivities and sheold be used b)
Objectives
The goal of this policy is to provide a framework for the acquisition and disposal of City real
property that assures these actions:
I. Advance City plans, policies and goals, such as the General Plan (which consists of eight
elements: Land Use, Circulation, Housing, Parks & Recreation and Conservation & Open
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C C
Introduction
Space, Noise, Safety and Water & Wastewater); Physical Concept Plan for the City's Center
(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 OWEGTAZES
Pr-epefty Management Goal
Define the vafieus real prep",faanagem-ent ffl—metienS.
Establish .. .Sto... f PFeSeSSiRg ..beef, that afF..t ..;t.,..repeAieS
MANAGEMENT STRATEGY
Team-Oriented Rather than Centralized or Decentralized
The opportunities to acquire or dispose of property, whether initiated by the City or others, are
infrequent. Accordingly, it does not make sense to establish a centralized real property
management function for this purpose. On the other hand, a highly-decentralized approach is.
unlikely to be successful in achieving broader City goals and assuring effective stewardship of
City assets.
For this reason, real property acquisition and disposal will be managed on a team basis, with the
project manager and team members to be determined by the City Manager based on the nature of
the sale or lease on a case-by-case basis. Depending on the complexity of the sale or lease, the,
project manager will be responsible for preparing a formal"Project Plan."
Along with staff members, the project team may include third party, independent advisors as
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 selected.
in accordance with the City's Qurchasing policies.
RESPONSIBILITIES
1. City Council
a. Adopts Real Property Acquisition and Disposal Policy.
b. In accordance with Resolution No. 10052, approves the sale or lease of City-owned
property.
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Introduction
c. Determines the process that is most appropriate for the sale or lease of City property on a
case-by-case basis.
2. Planning Commission
a. Reviews the acquisition of City real property via its review of the Capital hnprovement
Plan (CIP) as part of the City's budget process for General Plan consistency.
b. 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 oversees
implementation.
b. On a case-by-case basis, designates project manager and team members comprised of staff
from various departments to manage real property acquisition and disposal projects. Along
with the project manager, the project team will typically include representatives from:
• Administration
• City Attorney
• Finance Division
• Operating Department responsible for managing the property that will be disposed of
or acquired
• Other City staff as appropriate
c. Makes non-substantive administrative changes to policies and procedures as required to
accomplish policy objectives.
4. City Attorney
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 reports
and insurance requirements to ensure encumbrances on City real property do not cloud
title, whether acquired with City funds, grants, donations, gifts, dedications or exchange.
5. Finance & Information Technology
Finance Division
a. Serves as member of project team as set forth in the Project Plan.
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I I
Introduction
b. Manages financing and budgeting activities, as well as processes payment for a property
sale or lease.
c. Reviews all City-owned properties as part of the two-year Financial Plan development
process.
Information TechnologyDivlscon '
id. Via the City's Geographic Information System (GIS), .maintains an. on-line inventory of
City-owned properties and provides, anannual'summary report to the City Manager and
department heads.
6. Project Manager
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 and
disposals to the City's insurance carrier.
8. City Clerk
Maintains central records system for all real property acquisitions and disposals, including
deeds and lease documents
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 or
acquired Ensures compliance with any covenants or restrictions set forth in the deed or
lease, including any grant or donor requirements.
ROLES AND RESPONSIBILITIES
Lead Depa ents
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Introduction
F4e
Pelise
a"amioT-vrico
ReeF@
staff-,
spe
Maiataifii"g the depaftmeRt's filing system,
e
staff DepfftffieRt6
City AefaeY
C-ity C-ler-k
Wming
Data Base MainteRaneei Wnffinee-
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Introduction
Cit.. A,afnia:stfine
Assistant City Memey
City Clark
AdmiaistFmive Assistant (Geffffaunity Development)
PROPERTY ACT- AITTV MANAGE
THE PROP 'DTV PROP IC A T FOR A4
The pFep",pr-epesal �� (see Appendix M) will be ased as the r-euting and- s#atus; fieff ea-Rel;
•� ted th F .1 11 e.+' Ths fi«el .,..t:..., i ..1�..
Emm�nvirzSia'vzivcva�izzxxczozixz uiza uxx-Pvz ci33Ei3�3�3 E�'f33@�3Ei3&�aE�'3e�.
fleted.
PROPERTY M A NTEN A NGE AND TATCDCCTION
PROP ~DTV A A A AT AAdmiais4e&a. Tables #1 #§, in the Appeadim shew the diNisien of labor-. In!!1r A Atr ATT
x
thee
f the iew ro City C-Ouffeildestffnentso
The City Aaemey helps the bead DepaF#neat%4th aegetiatiens, dr-afis all feqt&-ed legal
f duties.manaes eser-ew and ether-r-elawd teeMieal
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Introduction
GIME,
The data base is a eempu4er-listiRg of peffifient infemati An &r.all pafeels and is maifitaifled by the
ia.Appendix H.
PROGRAM M A A AL"AiT111 ENTS
The C-ity Feeeneil er any department enay initiate ameadments to this manual. Th@ City Getmeil
STATE AND CITY REQUIREMENTS
While the City Attorney's Office should always be consulted on real property acquisitions or
disposals for compliance with State and City requirements, the following summarizes key
guidelines:
1. State Guidelines
a. California Government Code Section 37380: Allows City-owned property to be leased
for a period not exceeding 99 years; and allows charter cities to set their own procedures
for property leases.
b. California Government Code Section 54220: Surplus City-owned property must first be
offered to:
• Housing authorities
• Parks, recreations and open space areas
• Enterprise zones
• Schools
While these agencies have the "right of first refusal," the City is not required to accept an
offer from these entities if the terms are not acceptable to the City. Property exchanges are
exempt from these provisions.
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J
Introduction
c. California Government Code Section 65402: The Planning Commission must review all
property acquisition and disposal proposals to determine compliance with the General
Plan.
d. Abandonment of Parks, Street Right-of-Ways: There are detailed requirements that must
be met in each of these cases. As such, the City Attorney must be contacted for direction
on a case-by-case basis.
2. City Requirements
a. City Charter. Article U, Section 906. Authorizes the Council to adopt policies and
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 are
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
e€the
Deed Gendifiensi Gemplianee with a4l Festiietiens; eutfliaed in the deed is usually r-equi
Affiele IX, Seefien 906, Gity Ghai4eF. All sales, tFades or-leases Faust be appr-eved by
G45,Geoaei4-.
Geveffffnea4 Code See 54-2201. Befeffe a sale er-lease is awafded, raity ewned pr-ep",Faust
iPadEs, r-eefeatien and epen spaeo areas,
(4) Seheels. An effef fiefa these entities need only be aeeepted if the
0
-8 -
Introduction
ARemey.
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Section 475-B
PROPERTY • •
PURCHASE
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 Funds
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 the
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 other
circumstances at the time, the City may choose to be represented by a broker or other third
party professionals in acquiring real property. These will be selected in accordance with
the City's purchasing policies.
2. Acquisition Via Grants, Donations, Gifts, Dedications and Exchanges
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 as
acquisitions financed from City funds. Where grant fund requirements for property
acquisition are different from these guidelines, the requirement with the greater public
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 to
rehabilitate properties for public use or meet building code requirements.
RENTS,LEASES AND MANAGEMENT AGREEMENTS
The following guidelines apply to real property rents and leases (including management
agreements) where the City will be the tenant. This need may arise for short-term uses, such as
rental of interim space during construction; or ongoing operational needs, such as leases for the
City's telecommunication and radio needs at the South Street Hills and Tassajara Peak as well as
cooperative use agreements with the school district for recreation programs.
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Property Acquisition
1. These should normally be included as part of the City's Financial Plan process. However, as
needed, the City may consider renting or leasing property as required to meet the City's
operational needs at any time.
2. The approval authorization required for entering into lease agreements will be in accordance
with the City's purchasing policies.
3. Depending on the complexity of the transaction, market conditions and other circumstances at
the time, the City may choose to be represented by a broker or other third party professionals
in renting or leasing real property. These will be selected in accordance with the City's
purchasing policies.
ACQUISITION TTS'ITION OF DDOPE TV
identified,Negotiations fer-the aequisitien ef pr-epeFty sheold be authorized enly after-an intended
When an intended use has been
2. ACQUISITION PROGEDUMES
n ..tni.t the Qt.. A H......ey s OfY'se
r
Section 475-C
PROPERTY
s • P - , •
The consideration of selling or leasing City property may arise from the City's initiative to do so
or may be in response to interest by others. The guidelines below cover short-term leases of City
property as well as long-term leases or fee-title sales.
SALES AND LONGTERM LEASES
Sales Versus Long-Term Lease
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 basic
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 of
another capital project, such as the acquisition or construction of a replacement facility, then
sale may make the most sense.
3. Does the City have a long-tern policy, project, program or proprietary interest in how the
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 it
intended to be use as leased space?
5. Are there limiting factors based on how the property was originally acquired or its initial
intended use, such as grants, enterprise funds or donations) that would favor long-term leasing
over direct sale?
6. What is the appropriate lease term? Depending on the circumstances; the Council is hereby
authorized under this policy to enter into, a lease for up to 99 years. Terms up to 99 years
would be appropriate for leases- where'the uitent, from a use and developer financing
perspective, is intended to mirror a sale;'but for.the reasons outlined above, the City desires to
retain fee-title.
In most cases, the decision will be a balancing of competing interests that can best be weighed by
the Council based on the circumstances at the time.
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Property Disposal
Process: Determined on Case-by-Case Basis
The City disposes of property infrequently and the most appropriate process will vary in each case
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 the
approaches available to the City: the overarching principle that should always apply is using an
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 best
long-term use of City property by others: request for proposals, broker services, exclusive
negotiations, competitive sealed bids or auction (or a combination of these approaches), which
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 initiating
the sale or long-term lease of City property. It provides an opportunity to clearly articulate the
City's policy goals and the general terms and conditions under which it will select the
successful proposal. However, even with an RFP process, extensive negotiations are likely to
follow the finalist selection.
2. Broker Services This approach makes the most sense for sales when the City is initiating the
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.
3. Exclusive Negotiations This approach makes the most sense when considering the sale or
lease in response to a development proposal by others. The following factors support this
approach:
a. The City receives a written request from a proposer that sets forth its conceptual project
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 the
intended area to be developed that is integral to the proposed development and required for
successful implementation of the project. In this case, the project could not occur without
the developer's property and no other developer could make a similar proposal.
c. The proposal involves an exchange of City-owned property with the developer/property
owner. In this case, the project could not occur without the developer's property and no
other developer could make a similar proposal.
d. There is a clear link to the development proposal and accomplishment of significant City
goals,plans or policies.
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l
Property Disposal
e. The proposer has a demonstrated record of completing highly successful projects in the
City or similar communities.
f. 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 Agreement
that clearly sets forth the terms and conditions of the negotiating period.
4. Competitive Sealed Bid& This approach makes the most sense for sales when the City is
initiating the sale; the goal is primarily a financial one; the conditions of the sale are
straightforward; and the City believes that it can successfully market the sale without outside
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 i E O LEASE A SE OF PROPERTY
TY
h'I addition te other-PFeN45ions in d"is maffua4, the fellewing prineiples guide the sale, tfade of
Requests for-tl.e ...1„ Fw Iease e f e.ty PFePeFty May a ..,.te f.em an), 64 d Affi t tl.
a�va;u . )
bead Depai#nefft.
C-it-J,Getmeil.
TheCit.. A ttemey must be ,. „t..eted be f fe p g the . ispesM of par4s a nM t .7
The City a��avaxavJ za e
The City Geuneil fniast appr-eve all final sale, tFade er-lease agFeemefAs.
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Property Disposal
2. SALEA�� LEASE -R-ROCEDURES
Pfeeedufes to be fellewed by Load and Staff Depaftments afe outlined inTables#1 and#2 Lsee
pages 11 and 14) in the Appendix. Te veFify speeifie pfeeedufes and legM ,
depaAffiefits should e-ent-Res the Cit),A#emey as seen as the doeision,has beeft faade te sell
lease PFOPOA `-
3. METHODS OF DISPOSAL
f
Competitive Bid, e- A uetien pfeeess. A hl : d,t the time thm the sa4e e. ease llitiatethe citom,
> pufohasing Fnanual pr-eeedtifes,
e
lease efpr-epefty. Speeifie pf:eeedufes afe eutfined in Tables #3 #5 ift the Appendi* (see pages
1 0T
LEASES OF CITY-OWNED BUILDINGS
Any land that the City ebtains fef:low and meder-ate ineofne housing should be retained in fee
simple title by the Qt�,, with the City gFafftiag a leng tefm gr-etind lease te the SM 61is
with the hetising te r-eve#te the City at the ead ef the lease period (20 50 yeafs).
The following guidelines apply to leases of City-owned buildings to outside parties will
guide all leng teFm use e f City per*.,b fien profit a etie
used by the C-4), when eensider-ing anEtler- develeping long teFm lease agFeem-ents, v.41; mefl
Leases with Non-Profit Organizations
1. Requests for the long-term use of City property by non-profit organizations should generally
follow the same review procedures as the sale or lease of City property by private for-profit
entities.
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Property Disposal
2. The proposed use of City-pFepeFty should
City'snot conflict or preclude any existing or planned City use.
3. Any development or operations directly related to the proposed use should have a clear and
measurable community benefit in alignment with City goals, policies and plans be
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 faust include a provision for community
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.
AppFeved by Gouneil on Oetebef 17, 1989 (Resolution No. 6W6)
Govemment Code See. 54220,befeFO a lease is awarded, City owned pfepefty fflust be eff-efed
to /ll he..sing atithe..:t:e.. !7\..u4s ..tid.. 2s .... se zones, (4)
_e eon ane e areas, / \ ee
City, Assuming ing the City figs: a,lans its ehlig t:en ander-reyeFfff.e.,t cede 54220 but
,latermine.. th,.t:t: n the QIt Is hest iate«est to lease to ,. ....t.,ethe..than these listed inGedeshe
ethe felleWing peheies will be tised.
Long-Term Uses
1. Buildings permanently intended for non-residential uses (such as retail or office) and
located on land zoned for those uses
a. The City may use the services of a lesal-pFi•r�osteF real estate agent or broker in
advertising, locating and managing the leases. 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.
b. For-profit entities should pay comparable market rents. Below-market rates may be
considered for non-profit organizations in accordance with the guidelines above. ReateFs
c. Unless otherwise agreed upon, lessees will be responsible for making all tenant
improvements and comply with all City zoning and land use requirements, including any
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.propertyrelated.use taxes that may be assessed.
Typical buildings in this category include: Office space located in the Marsh Street
Parking Garage Structure.
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f�
,J
Property Disposal
2. Buildings permanently intended for specific City-approved purposes by others, such as
cultural uses
a. The lessee must slag 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 specific
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 General
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 building
or by the City actively seeking out an organization to fulfill the Council approved use for
the property.
g. Approved lessees must stall conform to the City's non-discrimination requirements.
h. Lessees will be responsible for all general maintenance and upkeep of the property and
any expansion or improvement of the building, unless the Council otherwise chooses to
help fund that expansion or improvement.
i. The long-term lease will be at a rate of $1 per year, unless the Council determines
otherwise.
Typical buildings in this category include the Children's Museum, Art Center and Railroad
Historic Museum.
Interim Uses
3. Buildings on land eventually intended for other purposes, which are available for interim
residential use and located on land zoned for that use
a. Unless there are compelling reasons otherwise, the property will be managed by the San
Luis Obispo Housing Authority. Each property will be evaluated on its particular merits
and an appropriate agreement will be developed between the City and the Housing
Authority.
fib. For any properties acquired that are already being .succes'sfully managed by.a properly)
managementcompany,the Citymay continue this relationship:
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Property Disposal
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 uses
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 nature
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 property
will be evaluated on its particular merits and an appropriate agreement will be developed
between the City and the Housing Authority. For any residential properties acquired that
are already being successfully managed by a property management company, the City
may continue this relationship.
c. For non-residential uses, the City may use the services of a legis real estate
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 will
provide direction to the property manager as to the length of the lease term, since
business/office users that install tenant improvements generally want lease terms long
enough to recover those costs.
d. Lessees will shall pay comparable market rents. Below-market rates may be considered
for non-profit organizations in accordance with the guidelines above.
e. Lessees must&Ball conform with the City's non-discrimination requirements.
f. Unless otherwise agreed upon, lessees will be responsible for making all tenant
improvements and comply with all City zoning and land use requirements, including any
special conditions the City may place on the property.
Typical buildings in this category include:properties acquired for the PalmlMpomo Parking
Structure
RIGHT-OF-WAY
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 guide
the disposal of right-of-way:
1. The City will follow requirements of the State of California Streets and Highways Code in
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 be
sold or leased in accordance with the policies above.
- 18-
Property Disposal
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 other
utilities before abandonment.
4. The City may place conditions of approval on abandonments of right-of-way that must be
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 blanket
easement for all utilities.
6. The City will not guarantee the title of right-of-way it abandons.
DISPOSAL O DIGHT OF ]AIAW
V
The eit�,YAH enly abandon right efway whieh is hold as an easement. Right ef way
has been a pumhased in fee will be sold at ineAwt value. Easements that haN,e been
pth-ehasedwith eity funds will alse be sold at fnar4et .,a!
if the t4iht.,..Fo�,:eusly„sing the easement deelines.fi+Ahef use the eit..%411 a ff :t e
^^ mayr-eseneasemeaer- .,to..and seweF system e mayr-eseFvea 1.7....1.,.♦
The eit.,will not .n ntee the title e f r—ig t of way it abandons
FUTURE TD E i iQE STRATEGIES
TEGIEQ
1. i eng T-efm : sei the pafeel is being used f f f '1't' s tt t rt 1 ♦ b
MJVY Vl ZLNIZZCI{iS'L21aT1IIj717pfrR�Ii�C
publie use.
- 19-
Property Disposal
3. UnkisodcFar-getedi the par-eel is net being used but will be used for-a long tem publie
the-lead Depal4fnefq.
7 FUTURE TD E M AN A G MENT STRATEGY
TEGY
disposal of SUTI'as pr-opefties,
SufpItis Pr-eperties
.
jantwy ef eveFy year-3 eaeh bead Depafiment will pr-epafe ;—i;;d- smib-m-it-A list of r-oc-offffneaded
doeidetei�
(a) Take ne astien.
with disp-S—A.
MT
In Januai=y ef every year-, eaeh bead DepaFtment will prepare a list ef tinder- used pfepoi4i@s
-20-
Appendix
CITY CHARTER ARTICLE IX, SECTION • •
906 Sale or Lease of City Property.
The City Council, by ordinance or resolution, shall adopt policies and procedures that shall be
applicable to the sale or lease of City property.
-21-
1\
Appendix
RESOLUTION NO. 10052
RESOLUTION NO. IM2(M9.5area)
A RESOLL-FION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO
m-rrvG POLICIES EOR THE SALE OR LEASE OF CM PROPERTY
WHEREAS,in November 2W8, City voter approvod an tlmendmerm to Sedan 906 of
the City Charter that provides fox Cowed adoplim by ordinance or trsokition or poLicies and
pmcWwvs that stall be aMlicable to the ule or tease of City ptvipc ry;and
WtIE.RFAS, the Cawndi desires to adopt pulicics governing authority feu the sale or
lease of City panperty that are similar to tbase is that were place in flys City Chaster prior to
Nin,cmbcr 2WS.o acral far an adjvslmcsrt in dx amount to a oCoant for dx Fmsagc of L nc.
10W, THEREFORF, BE IT RESOLVED by the Council of the. City of San Laic
Obispo as faklo%w No sale or lease of twl property nar any sale of persona]propatly of a value
in excess of one lbousand dollars (31,0M,00) mor any lease ofpasonal ptuperty fin a period
exceeding tb=(3) )=Ts sh_li be aathnriai d by the Council exrspt by resolutitan pcsscd by the
affimtstive vote of t3vm fifths(35)of all the rtretnbers of the C.'ataaal.
Upon Motion Of Vix Mayor Sv.tic. sounded by Council iMcmber Marx, oral on the
rG11Ow'irlg vOW.'
AYES: Counci I Members Carter and Marx,Vice Mayar Settle aril Staym Rorncru
NOES: None
AFISENT: Crnrncil h5emberAs'hbsuth.
The t'Oreguing rmiudan uai sdopwd des 2e day of!actuary M09.
0 �.
Davi F. fttemcro.Mawr
Andrevy1- {)
City CILTk ..,
APPROVED AS TO fOR41:
)orkhhn . Lowell
City Atton-my
R 1rJ05i
-22-
PRIOR MANUAL APPENDICES • INUPDATE
The proposed Real Property Acquisition and Disposal Policy does not include the following
pages from the original Manual, as amended through 2001. As discussed below, this reflects the
purpose of the Real Property Acquisition and Disposal Policy in providing a policy framework
for the Council in making acquisition and disposal decisions, as opposed to a procedural guide
for staff in preparing reports and filing documents.
1. List of City Property Leases. As discussed in the Council agenda report, the proposed
policy uses the City's GIS capabilities for maintaining an inventory of City properties and
uses. However, it also calls for the preparation of an annual "hard copy" report on City
properties. It in short, we believe there are better ways of staying current on City properties
than including a"static" listing in a policy document.
2. Figures and Tables. These are oriented to staff functions that will vary depending on the
circumstances. With policy guidelines in place, these "step-by-step" procedures are not
useful; and the City's recently developed "Project Plan" process is much better suited for
staff's 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 also
calls for the preparation of an annual "hard copy" report on City properties. It in short, we
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 for
staff's responsibility for planning and implementing property acquisitions and disposals.
5. City Council Resolution (1986 Series). This is being rescinded. The proposed policy will
reference the new resolution number.
-23 -
i
PRIOR ♦ ♦ APPENDICES NOT INCLU1UPDATE
City Property Leases
Tenn of Current Lease
Lessee Property Location Start End Renewal Property Rate
Manager
NON•PRORT
San Luis Obispo Arts Center 1010 Broad Street 311102 228/2017 option to renew Admtn $1 tyear+5%
for 25 years annual gross
receipt of an sales
Boy Scouts of America Comer Santa Rosa)MID 370184 11312001 yearly Parks&Rec. $11year
outomatic
Chedron's Museum 1010 Niponto Seem 11110198 12/31/2002 2 year renewal Public Works St/year
term
Friends of Las Casa Adobe(FOGA) Murray Adobe 9(14198 9114199 annuosy Parks&Roe. no rent
Housing Autnaey Ground lease(Homeless 1090 Orau tt Road 4129191 429/2048 to be Parks&Roc. I 51/year
Shelter) negooarsd
intarfaiat Coalition for the Homeless 45 Prado 1211196 12/112001 2 additional 3 Admin No mra
your renewal
terms
S.L.Smeabore Assoc. 35 Prarb Road 9n1a8 Ongoing renews Public Works $lN=
annually
Seahawks Swim Team Sknheimer 0oollomee Vim Ongoing year to year Parka&-Rec. S6,400.00iyarr
SLO County Historical Society 696 Monterey Street 1155 1/312005 to be Public Works 511lyear
n otiated
SLO Little Theatre am Mono Street 11/10188 121312x09 2 year renewal Pualic Works Stlyear
term
San Luis Obispo County YMCA Ground 1020 Southwood 521/98 50 years none specified Parka&Rx. Silyear
Lease
KCBX Raw!"only tamsrtal Portion W W WTP Property 6/6190 8/12000 I for 10 years Utilities S11yr
GVQJ Glp'0snadpropwli"pup9,7•asw 3 n4W
-24-
C'
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDATE
PROPERTY MANAGEMENT PROCESS
Figure 1
TRANSACTION LEAD DEPARTMENT
INITIATED
1
i
AUTNORIZEO NO BETTER LUCK
�\ TO PROCEED NEXT TIME ADMINISTRATOR
S
i
ROUTE
PROPOSAL TO LEAD DEPARTMENT
STAFF DEPT.
INTERNAL
PROCESSING STAFF DEPARTMENTS
COMPLETED
COUNCIL NO
ACTION OH. HELL
LEAD DEPARTMENT
YES
TRANSACTION
PAPERWORK ATTORNEY
COMPLETED
� I
CITY NO
,,CCUNCIL FINAL _ PUNT ! :-EAD DEPARTMENT
� ,
APPROVAL
�\\
y
CLOSING
PAPERWORK ATTORNEY
COMPLETED
(: ArTI0N
COMPLETE LEAD DEPARTMENT
-25 -
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDATE
SALE EROCE1211RES
TABLE I (continued)
Lead Department 10. Order appraisal if necessary.
If the property was previously
appraised make sure appraisal
still reflects current market
value. Order second appraisal
if needed.
Lead Department 11. Schedule Planning Commission
review of proposal to
determine general plan
conformance.
Lead Department/Community Development 12. Prepare Planning Commission
staff report.
Community Development 13. Record Planning Commission
action on Property Proposal
Form
Lead Department 14. Prepare Council Agenda Report
and include all documentation.
Administration 15. Review and approve/disapprove
Council Agenda Report and
recommend RFP or competitive
bid process.
City Council 16. Adopt resolution declaring
property surplus. (Process
stops if resolution not
adopted.)
City Council 17. Authorize advertisement for
formal 'Public Offering" in
the form of RFP or Bid.
Administration 18. Record Council action on
Property Proposal Form.
Lead Department 19. Offer property first to the
following categories, on
acceptable terms:
a. Housing Authorities (for
low income housing)
b. County, Regional and
State agencies
C. Parks, recreation, open
space area
d. School District
If not accepted or needed,
continue on to next step.
-26-
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDATE
LEASE PROCEDURES
TABLE 2
RESPONSIBILITY ACTION
Any Department 1. Refer public inquiry to the
appropriate Lead Department.
Lead Department 2. Answer any public inquiries
regarding lease of a parcel.
Ask public to put all
proposals in writing.
Lead Department 3. Assign Activity Manager and
prepare PPF when action on
parcel begins.
Lead Department 4. Compile information about
parcel to include:
Property Proposal Form
Parcel Map
Property Data Sheet (from
data base)
Lease History
History of Use
Lead Department 5. Research property history and
note issues that might affect
lease:
a. Look for restrictions on
use in the deed.
b. Look for specific funds
used to acquire parcel
and any attached
conditions.
Lead Department 6. Ir dead restrictions exist,
consult attorney and proceed
accordingly.
Lead Department 7. Inspect site conditions and
check current use and
occupancy.
Lead Department 8. Forward Property Proposal Form
to the CAO and schedule
conference.
Lead Department/Administrator/Attorney 9. Review proposal and initiate
processing or terminate
consideration.
-27-
C)
PRIOR MANUAL - - NOT 1 IN UPDATE
LEASE PROCEDURES
TABLE 2 (continued)
City Council 20. Award/deny lease.
Attorney 21. Draft lease document.
Attorney/Finance 22. Arrange payment of rental
fees.
Lead Department 23. Updatc computer data base and
paper file system after action
is final.
-28 -
PRIOR
• • • ♦ ♦ APPENDICES UPDATE
BID PROCEDURES
TABLE 4
RESPONSIBILITY AMON_
City Council 1. Declare Property Surplus
City Clerk 2. Advertise bid invitation.
Written bids and a 10% deposit
must be submitted by a
specified deadline.
Attorney 3. Prepare 'Offering* Document.
Include:
a. Bidding procedure
b. Inspection of property
option
C. Specific conditions for
cash or credit sale
d. Limiting conditions (set
below)
e. Documentation on parcel
City Clerk 4. Receive sealed bids/
proposals.
City Clerk 5. Conduct public opening of bids
and maintain a tabulation of
received bids for public
inspection.
City Clerk 6. Forward bids to Lead
Department.
Lead Department/Administrator/Attorney 7. Analyze and select most
advantageous bid.
Lead Department 8. Prepare Council Agenda Report
documenting the evaluation
process and justifying (1)
selection of other than the
highest bidder. (2) rejection
of any bids, (3) the basis for
readvertisement.
Attorney 10. Prepare contract of sale.
City Council 11. Approve Sale.
Limiting Conditions
The following limiting conditions should be outlined for all bidders:
I. The city may reject any or all of the bids and may waive any informality or
irregularity in the bids.
-29-
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDATE
AUCTION PROCEDURES
TABLE 5
RESPONSIBILITY ACTION
City Council 1. Approve lease of property.
City Clerk ? Advertise auction date and
time and include all lease
information.
Lead Department 3. Prepare Auction information "
Document. Include:
a. Auction procedures
b. Inspection of property
information
C. Specific conditions for
rent/lease agreement
d. Limiting conditions
C. Documentation on parcel
City Clerk 4. Conduct public auction and
maintain tabulation of bids.
Lead Department/Administrator/Attorney 5. Review tabulation and select
most advantageous bid.
Lead Department 6. Prepare Council Agenda Report
documenting evaluation process
and justifying (1) selection
of other than the highest
bidder, (2) rejection of any
bids, (3) the basis for
readvcrtisement.
City Attorney 7. Prepare lease document.
City Council 8. Approve lease.
-30-
PRIOR APPENDICES I) UPDATE
BLE #P; ACQUISITION PROCEDURES
ACTION
RESPONSIBILITY PROGRAMMED NON-PROGRAMED
Initiating Department Determine need and complete Determine need and
CFP proposal. prepare
justification.
Administrator Approve proposal as part of Approve processing
draft Capital Budget. of purchase.
City Council Approve proposal as part of ----
Capital Budget.
Lead Department Prepare and submit program ----
description for environmental
review.
Community Development Evaluate program and complete ---
environmental review
procedures.
Lead Department/Administrator Obtain Preliminary Title Report and
request council authorization to
negotiate (closed session).
City Council Authorize negotiations and appoint
negotiator.
Lead Department/Attorney Complete negotiations.
Attorney Prepare purchase agreement,
resolution, and other
documentation.
Lead Department Prepare staff report asking for
council approval of purchase.
City Council Approves purchase.
Attorney Contact escrow company and open
escrow.
Attorney Edit/approve escrow paperwork;
receive title report.
Attorney Schedule and deposit payment and
all closing paperwork with escrow
company.
Attorney Deliver copy of recorded documents
to City Clerk and notify county
assessor of city purchase.
-31 -
PRIOR
MANUAL APPENDICES INCLUDED IN UPDATE
ACOUISIT ON PROCEDURES
TABLE 6 (continued)
Administrator Assign a lead department (if not
same as above) for on-going
maintenance and management.
-32 -
i
PRIOR
TABLE raj: FILE MAINTENANCE PROCEDURES
I. Mt Standard Eja System
a. Central File
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 parcel
number. Original documents MILL be kept in the central file.
b. Denartment File
Each Lead Department keeps a file on assigned parcels. The Departmental
file includes all information regarding a parcel including general
correspondence. These files will include:
copy of the deed
property data sheet (from data bank)
agreements, easements
council action, staff reports
parcel map
correspondence
appraisal information (to remain confidential)
miscellaneous property documents.
2. Prooerty Management Data Bank
This centralized data source is stored in the city's computer and includes the
following information for each city-owned parcel:
Lead Department
Assessors Parcel Number
Address
Brief Description
Appraisal .. yes .,No (If yes, see central file)
Date Appraised
Appraised By
Date Purchased or acquired
Sq. footage of parcel
Zoning
Use Category
Declared Surplus ...yes ...no ......(date) ........(Res. 0)
Description of Improvements
Easements ... yes _no (see Lead Department)
File Reference Ws .... .. . . . .......
Maintenance Schedule.. ..
The Finance Department is responsible for making alterations to the data bank
and generating an annual report. At the time of sale, lease, or acquisition, or
when property management information changes, the Lead Department must forward
all data bank updates to the Finance Department in the appropriate format.
-33 -
� I
PRIOR
APPENDICES INCLUDED UPDATE
CITY OF SAN LUIS OBISPO
Property Management Data
aa--s_...-cav----�-----a��,�c=naa=aaaeta�=a=��..•,��ea�ca=a-w=cr�a�axara�a
Assessor's parcel #: [ ] Survey date: [ ]
Site address: [ ]
Use description: [ ]
Parcel category: [ J
A - In Use B - Interim Use/Targeted
C = Unused Targeted D - Surplus (recommended)
E = Right-of-way (1) Fee or (2) Easement
Lead department: [ ] 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 6 below)
LS = Landslide (Shown on Seismic Map)
L = Liquifaction (Differential Settling)
WF = High/Extreme Wildland Fire Hazard
Assessor's parcel #: [ ]
Service constraints: [ ]
W = Water Supply (Inadequate Domestic Flow) S = Sewage Treatment
ST = Sewage Transmission (inadequate Mains or Pumps)
FF = Fire Flow (Hydrant) FR = Fire Response (Greater than 4 minutes)
Type of acquisition: [ J Date acquited: [ ]
Appraised by: [ ] Date: [ ]
Purchase price: [ ] Land value: [ ]
Improvements value: ( ] Total value: [ ]
Property inspection period: [ ]
SUPPLEMENTAL INFORMATION LEASE INFORMATION
Parcel Area: ( ] (acres) Tenant: [ ]
Total building area: [ ] (sq.ft.) Lease term:[ ]
Date built: [ ] Expiration date: [ j
Date remodeled: [ J Renewal date: ( J
n=ncaaannna=_�=--_-- n=a-�==n=a=aaaaaa==-a-a=aaaaaann
References: [ ]
Asset #: [ J Deed
Insurance file #: [ ) Lease file
Other: [ J
Other: [ J
Other: [ ]
Other: [ ]
Comments:
-34-
i
PRIOR
a APPENDICES
TABLE 08: SUMMARY OF PROPERTY MANAGEMENT DUTIES
ACTION RESPONSIBILITY SCHEDULE
Update Use Categories Lead Department January
Administration
Update Surplus Prop. List Lead Department January
Administration
Update Under-Used Prop. Lead Department January
Administration
Publish Data Base Report Finance April
Program Evaluation Property Management April
Committee
Assign Parcels Administration As needed
Assign Activity Lead Department Staff
Manager Assignment
File Maintenance Clerk/Lead Dept. Ongoing and
After Action
Property Maintenance Lead Department As specified or
once a year.
-35-
PRIOR
r • s MANUAL APPENDICES
s ' • INCLUDED
IN UPDATE
TABLE #9 CITY OWNED PROPERTY LISTINGS
LEGEND:
• PART OF CITY ASSET TRANSFER PROGRAM. ACTUAL OWNERSHIP HELD BY : SLO CAPITAL IMPROVEMENT PROGRAM
CATEGORIES:
A IM USE
8 INTERIM USUTARGETED
C UNUSED TARGETED
0 SURPLUS (RECOMENDED)
E RIGHT OP NAY
PARCEL K USE M CATEGORY DESCRIPTION ADRESS OR LOCATION LEAD DEPARTMENT
a:aasuoasaaaaaaaaaaaaaaaaaasaaazsaaanaaaauaaaaeaassaaoaanuaa r-_vevicevvaaaanuave crrarraaaasaaaasaaenaaasaavaae
01.012-35 1 A NATER 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 ROSA PARK SANTA ROSA ST. AT OAK ST. PARKS & REC.
01-031.27 1 A PART OF SANTA ROSA PARK SANTA ROSA $T. AT OAK ST. PARKS & REC.
01.033-08 1 A PART OF SANTA ROSA PARK SANTA ROSA ST. AT OAK ST. PARKS & RIC.
01.034.01 1 A PART 0£ SANTA ROSA PARK SANTA ROSA 97. 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 B CONIMITY GARDEN $33 BROAD STREET PUBLIC WORKS
01.205.12 1 A POLICE DEPT PARKING LOT EXTENSION 575 SANTA ROSA STREET POLICE DEPT.*
01.205.13 1 A POLICE DEPT 575 SANTA ROSA STREET POLICE DEPT.*
01.235.15 1 C VACANT - CREEK BANK MARSH ST B CALIFORNIA PUBLIC WORKS
02.272.12 1 C OPEN SPACE (GRAZING) SOUTH END OF HILL STREET PUBLIC WORKS
02.313-20 1 D VACANT BEHIND 1023 WALNUT STREET PUBLIC WORKS
02.316.07 1 E VACANT - REMNANT SANTA ROSA ST. 0 MILL PUBLIC WORKS
02.321.03 1 B OLD CITY/COUNYY LIBRARY 888 ROM STREET PUBLIC WORKS.
02.321.04 1 A CITY HALL 990 PALM STREET PUBLIC WORKS
02.321.04 2 A PARKING LOT 03 BEHIND CITY HALL PUBLIC WORKS•
02.322.19 1 A NEN CITY/COUNTY LIBRARY PALM STREET 8 OSOS PUBLIC WORKS
02.325-D1 1 A RECREATION CENTER 864 SANTA ROSA STREET PARKS & REC.
02.412.04 1 A PARKING LOT U14 630 MONTEREY STREET PUBLIC WORKS
02.412.16 1 A COUNTY MUSEUM 696 MONTEREY STREET PUBLIC WORKS
02.412.18 1 A PARKING LOT W 680 MONTEREY STREET PUBLIC WORCS
02.415-15 1 A PARKING STRUCTURE 01 887 MORRO STREET PUBLIC WORKS*
02.416-29 1 A PARKING LOTS Cit and #3 BETWEEN PALM & MONTEREY PUBLIC WORKS
02.416.34 1 B PUBLIC WORKS DEPARTMENT OFFICES 955 MORRO STREET PUBLIC WORKS
02.416-34 2 8 PARKING LOT 019 MORRO STREET AT PALM PUBLIC WORKS
02.416-34 3 B PARKING LOT 918 955 RORRO PUBLIC (ARKS
02.421.01 1 C ROMERO'S TRANSMISSIONS 1010 NIPONO STREET PUBLIC WORKS
02.421.18 1 A PARKING LOT AMO NIP 0M0 & MIGUERA STS. PUBLIC WORKS
02.421.20 1 A PARKING LOT #15 MONTEREY & BROAD STS. PUBLIC WORKS
02.423.06 1 A ART CENTER 1010 9200 STREET PUBLIC WORKS
02.423.06 2 A MISSION PLAZA MONTEREY & BROAD STS. PARKS A REC.
02.424.22 1 A PARKING LOT 62 MARSH & BROAD STS, PUBLIC WORKS`
02-433-01 1 A PORTION OF PARKING LOT 96 COURT ST. AT MONTEREY PUBLIC WORKS
02.433.02 1 A PORTION OF PARKING LOT 96 MONTEREY Y OSOS STS. PUBLIC WORKS
02-433-03 1 A PORTION OF PARKING LOT 96 OSOS STREET AT HIGUERA ST PUBLIC WORKS
02.482-12 1 A ALLEY (BIANCHI LANE) 284 MIOUERA STREET PUBLIC WORKS
02.482.25 1 B VACANT SENIND 284 HIGJERA STREET PUBLIC WORKS
03.511-22 1 A JACK RESIDENCE 536 MARSH STREET PARKS & REC.
03.524 11 1 A FIRE STATION 748 PISMO STREET FIRE
03-524-11 2 A PARKING LOT OS (NEXT TO FIRE STATICN) 748 PISMO PUBLIC WORKS
03.527.03/ 1 8 PART OF PARKTNG LOT #4 PACIFIC B CHORRO STS. PUBLIC WORKS
-36-
PRIOR MANUAL APPENDICES NOTINCLUDED IN UPDATE
TABLE #9 CITY OWNED PROPERTY LISTINGS (continued)
LEGEND:
• PART OF CITY ASSET TRANSFER PROGRAM. ACTUAL OWNERSHIP HELD BY : SLO CAPITAL IMPROVEMENT PROGRAM
CATEGORIES:
A IN USE
B INTERIM USE/TARGETED
C ]DOUSED TARGETED
0 SURPLUS CRECOMENOED)
E RIGHT OF WAY
PARCEL 0 USE 0 CATEGORY DESCRIPTION ADRESS OR LOCATION LEAD DEPARTMENT
Wa�.otaasac90 CcaaO�. 6 � .5�6 � a�a3a
52.231.09 1 0 VACANT NW CORNER LOOMIS d GRAVES PUBLIC WORKS
52-332-21 % 1 A FIRE STATION 02 136 CHDRRO STREET FIRE
52.351.43'� 1 A SEWER LIFT STATION W. OF 81 FOOTHILL BLVD. PUBLIC WORKS
52-482.13✓ 1 A PUMP ROUSE 175 FEL-MAR DRIVE PUBLIC WORKS
52-512.11✓ 1 C RESERVOIR SITE W. END HIGHLAND DR. PUBLIC WORKS
52.520.79✓ 1 A OPEN SPACE 8SO PATRICIA OR. PUBLIC WORKS
53.012.12/ 1 E2 RIGHT OF WAY DALIDIO DRIVE PUBLIC WORKS
53.051.45 1 A SEWAGE TREATMENT PLANT 35 PRADO ROAD PUBLIC WORKS
53.051-45 2 A TV RECEIVING SITE 35 PRADO ROAD PUBLIC WORKS
53.051-45 3 A SETTLING GROUNDS (GRAZING) 3S PRA00 ROAD PUBLIC WORKS
53.051-45 4 A CITY CORPORATION YARD 25 PRADO ROAD PUBLIC WORKS
53.071.04✓ 1 D VACANT 1071 ORCUTT ROAD PUBLIC WORKS
53.087-18✓ 1 B UNIMPROVED PARK EDNA - (SLAY AREA PARKS 5 REC.
53.111.41✓ 1 A GOLF COURSE DRIVING RANGE 11075 LOS WOOS VALLEY RD. PARKS A REC.
53.111.42✓ 1 A LACUNA LAKE GOLF COURSE 11175 LOA OSOS VALLEY M. PARKS d REC.
53.131.13 1 A SETTLING GROUNDS PART OF SEWAGE TREATMENT PUBLIC WORKS
53.141.12 1 A SETTLING GROUNDS (GRAZING) PMT OF SEWAGE TREATMENT PUBLIC WORKS
53.141.12✓ 2 A POND PMT OF SEWAGE TREATMENT PUBLIC WORKS
53.246.41-� 1 A IMPROVED PARK N. ENO OF SAN ADRIAND PARKS 6 REC.
67.221.19✓ 1 A OFF-SITE DRAINAGE FOR TRACT 85 PREFUNO CANYON ROAD PUBLIC BARKS
70.301.01 1 C VACANT RESERVOIR CANYON PARKS A REC.
70-491-01 1 C VACANT RESERVOIR CANYON PARKS S REC.
70.491.02 1 C VACANT RESERVOIR CANTON PARKS 6 REC.
73.261.01 1 C WATER METER/DIVERSION END OF CUESTA WATERTUNAEL PUBLIC WORKS
73.271.02 1 A WATER TREATMENT PLANT 02 STENNER CREEK ROAD PUBLIC WORKS
73.281.04 1 A WATER TREATMENT PLANT p1 STENNER CREEK ROAD PUBLIC WORKS
73.281-07 1 A WATER TREATMENT PLANT 01 STEMMER CREEK ROAD PUBLIC WORKS
73.341.10 1 C RESERVOIR SITE NWT 101 N.E. CIIESTA PARK PUBLIC WORKS
73.341.16 1 C WATER Puw NORTH of SLO 1.5 MILES PUBLIC WORKS
73.34T-17 1 E2 WATERLINE RIGHT-OF-WAY N. OF SLO PARALLEL HWY I PUBLIC WORKS
73.351.12 1 A OPEN SPACE COM[NO LEASE) W. SIDE OF CERRO SAN LUIS PARKS d REC.
73.361.04 1 C ABORDONED RESERVOIR RESERVOIR CANYON PUBLIC WORKS
76.331.10 1 A PORTION OF EDNA SADDLE RESERVOIR SW OF RCCKVIEV DRIVE PUBLIC WORKS
76-331.12 1 A IMPROVED PARK END OF BLUEROCK PARKS 6 REC.
76.331.13 1 A IMPROVED PARK END OF RLUEROCK PARKS d REC.
76-391.06 1 A PORTION OF EDNA SADDLE RESERVOIR SW OF ROCKVIEW DRIVE PUBLIC WORKS
DISK:PROPERTY\PROPLIST.WK1
-37-
PRIOR MANUAL • • ENDICES NOT INCLUDED IN UPDATE
MEMORANDUM TABLE #10
March 6, 1991
TO: Dave Romero, Director of Public Works
Jim Stockton, Director of Recreation
Bob Neumann, Interim Fire Chief
Jim Gardiner, Police Chief
FROM: William C. Statler, Director of Finance
SUBJECT: ENVIRONMENTAL RISK INSURANCE
Attached for you information and review is a letter and brochure from First Environmental
Review Insurance Company which underwrites coverage for environmental risks associated
with developed and undeveloped real property transfers.
As reflected in their letter and attached brochure, their service is, in concept, like title
insurance for hazardous materials or other pre-existing conditions that exist on property that
the City may wish to sell or buy in the future. This is a relatively new concept, and to my
knowledge, they are the only insurance company currently offering this type of protection.
As lead departments for property management matters under the City's Property
Management Manual, I thought this information might be of interest to you, especially in
light of the additional emphasis being placed in land purchase agreements on the liability
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 Manager
Wendy George, Personnel Analyst
-38-
Y
I
PRIOR MANUAL APPENDICES NOT INCLUDED IN UPDATE
There are 87 pages of parcel maps in the current policy like the one below.
>.;.
. . _ . '° ' .•. '�'tvcfissi�•ray+pN;: _! i'(!
an-a�-a o+s A7
i ® p • 'U'i• rr
I / J • / • - -- a • p A A M la Y
' 3
•: a d' 033
s
J 13
82 3
` O °
Y 278 04
e
32
� n
i `9 • Ib !r i A
"n—Anamws mom a tar QT
Mom WOW w Wma
SA
.I
City Of' 01-031-12,-27;01-033-08
Sal , IUIS OBISPO 01-034-01; 01-035-01
Santa Rosa Park
Department of Community Davetapinent Parks & Recreation
990 Palm Stre•t/Poat OHks Gm 321,San Wls Oabp•,CA 93"
"TAN Niyyl
-39-
PRIOR
• • s MANUAL APPENDICES INCLUDED IN UPDATE
city of San luis omspo DATE
INITIATED
i• .... PROPERTY PROPOSAL
mg
" RAM111101"i 1110 iC BUY 12 SELL 0 LEASE 0 ABANDON 0 OTHER
PROPERTY INFORMATION
SITE ADDRESS ASSESSOR'S NO.
CURRENT USEIDESCRIPTION
PROPOSED ACTION/ULTIMATE OBJECTIVE
OTHER INFORMATION
NAME OF APPLICANT DAY PHONE
APPLICANT'S ADDRESS
PROPERTY OWNER DAY PHONE
OWNER'S ADDRESS
Wy USE ONLY
LEAD DEPARTMENT
CONSULTED STAFF DEPARTMENTS:
FIN. ❑ ATTY. Cl ADMIN. ;.=+ REC. Cl PUB.WKS, 0 CONE. DEV. 0 POLICE 0 FIRE 0 OTHER
COMMENTS(Indicate here it comments are attached I
APPROVALS REQUIRED
0 CITY ADMINISTRATIVE OFFICER. DATE APPROVEDlBY
J LEAD DEPARTMENT DATE APPROVEO:BY
ARCHITECTURAL REVIEW COMM ISSION DATE APPROVEDr BY
0 PLANNING COMMISSION DATEAPPROVED+SY
C CITY COUNCIL DATEAPPROVED/BY
C OTHER DATE APPROVEDIBY
SUPPLEMENTAL INFORMATION ATTACHED: C YES C NO
FINAL D!SPOStTION _
-40-
PRIOR
APPENDICES INCLUDED IN UPDATE
RESOLUTION NO. 5963 (1986 Series)
RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO
ADOPTING THE PROPERTY MANAGEMENT MANUAL
WHEREAS, the 1985-87 Financial Plan states that the city should 'develop a
coordinated management system for city-owned property'; and
WHEREAS, it is the objective of the city to establish a property management program
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 as
follows:
L The property management manual (attached as Exhibit A) is hereby adopted.
2. Procedures for amending the Property Management Manual shall be as specified in
Section B7 of the manual.
On motion of Counriin n cot-rTo seconded by Councilman Griffin
and on the following roll call vote:
AYES: Councilmembers Settle, Griffin, Dovey, Rappa and Mayor Dunin
NOES: None
ABSENT: None
the foregoing resolution was passed and adopted this 24th day of May
1986.
Mayor RON DUNIN
ATTST:
-'L
Cityj Clerk FILMELA V ES
-41 -