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HomeMy WebLinkAbout2013-07-18_OB_Agenda OVERSIGHT BOARD FOR SUCCESSOR AGENCY TO THE COMMUNITY REDEVELOPMENT AGENCY OF ATASCADERO FOR REDEVELOPMENT AND HOUSING PURPOSES1 SPECIAL MEETING AGENDA Thursday, July 18, 2013 3:00 P.M. Atascadero City Hall, Conference Room #4 6907 El Camino Real Atascadero, California CALL TO ORDER: ROLL CALL: Chairperson Fonzi Board Member Rickard Board Member Arnold Board Member Weathers Board Member Jarvis Board Member Sommer Board Member Clemens 1 On January 10, 2012, the Atascadero City Council adopted Resolution No. 2012-002, electing to serve as the successor to the Community Redevelopment Agency of Atascadero for redevelopment purposes, and also elected to retain the housing assets and functions previously performed by the Community Redevelopment Agency of Atascadero. APPROVAL OF AGENDA: BOARD REORGANIZATION: 1. Election of Vice Chairperson  Recommendation: Oversight Board elect one member to serve as Vice Chairperson for the Oversight Board for Successor Agency to the Community Redevelopment Agency of Atascadero. PUBLIC COMMENT: (This portion of the meeting is reserved for persons wanting to address the Board on any matter not on this agenda and over which the Board has jurisdiction. Speakers are limited to three minutes. Please state your name for the record before making your presentation. The Board may take action to direct the staff to place a matter of business on a future agenda. A maximum of 30 minutes will be allowed for Public Comment, unless changed by the Board.) A. CONSENT AGENDA: 1. Oversight Board Special Meeting Draft Action Minutes – February 25, 2013  Recommendation: Board approve the Oversight Board Special Meeting Draft Action Minutes of February 25, 2013. B. BUSINESS ITEMS: 1. Long Range Property Management Plan and Broker Opinion of Value  Fiscal Impact: None  Recommendation: Oversight Board adopt the Draft Resolution approving the Long-Range Property Management Plan. [City Manager] C. BOARD MEMBER COMMENTS: D. ADJOURNMENT: In compliance with the Americans with Disabilities Act, if you need special assistance to participate in an Oversight Board meeting, please contact the City Clerk’s Office at (805) 470-3400. Notification at least 48 hours prior to the meeting or time when services are needed will assist the City staff in assuring that reasonable arrangements can be made to provide accessibility to the meeting. ITEM NUMBER: OB – 1 DATE: 07/18/13 Oversight Board for Successor Agency to the Community Redevelopment Agency of Atascadero Election of Vice Chairperson RECOMMENDATION: Oversight Board elect one member to serve as Vice Chairperson for the Oversight Board for Successor Agency to the Community Redevelopment Agency of Atascadero. DISCUSSION: The Oversight Board consists of seven (7) members appointed by City and County officials. The Mayor of Atascadero appoints two (2) of the seven (7) members on the Board. Mayor O’Malley announced at the June 25, 2013 Council meeting, that he has appointed City Manager Rachelle Rickard to the Board, replacing former City Manager Wade McKinney. Mr. McKinney was the Vice-Chair of the Board. The Board selects its Vice Chairperson by election. The by-laws state that the term of this position is one year. Recommended Voting Procedures: All actions must be taken on a majority vote of the total membership of the Board. Given that the Oversight Board has seven (7) members, four (4) affirmative votes are needed to pass a motion. A vote will be taken and the Vice Chairperson will be elected. ITEM NUMBER: OB – A-1 DATE: 07/18/13 OVERSIGHT BOARD FOR SUCCESSOR AGENCY TO THE COMMUNITY REDEVELOPMENT AGENCY OF ATASCADERO FOR REDEVELOPMENT AND HOUSING PURPOSES1 SPECIAL MEETING DRAFT MINUTES Monday, February 25, 2013 2:30 P.M. Atascadero City Hall, Conference Room #4 6907 El Camino Real Atascadero, California CALL TO ORDER: Chairperson Fonzi called the meeting to order at 2:31 p.m. ROLL CALL: Present: Board Members Clemens, Sommer, Vice Chairperson McKinney and Chairperson Fonzi Absent: Board Members Jarvis, Patterson, and Weathers 1 On January 10, 2012, the Atascadero City Council adopted Resolution No. 2012-002, electing to serve as the successor to the Community Redevelopment Agency of Atascadero for redevelopment purposes, and also elected to retain the housing assets and functions previously performed by the Community Redevelopment Agency of Atascadero. ITEM NUMBER: OB – B-1 DATE: 07/18/13 Oversight Board for City of Atascadero February 25, 2013 Page 2 of 3 Staff Present: Administrative Services Director Rachelle Rickard, and City Clerk/Assistant to the City Manager Marcia McClure Torgerson. APPROVAL OF AGENDA: MOTION: By Board Member Sommer and seconded by Vice Chairperson McKinney to approve the agenda. Motion passed 4:0 by a roll-call vote. PUBLIC COMMENT: None Board Member Jarvis arrived at the meeting. A. CONSENT AGENDA: 1. Oversight Board Special Meeting Draft Action Minutes – January 3, 2013  Recommendation: Board approve the Oversight Board Special Meeting Draft Action Minutes of January 3, 2013. MOTION: By Chairperson Fonzi and seconded by Vice Chairperson McKinney to approve the Consent Calendar. Motion passed 3:0 by a roll-call vote. (Clemens & Sommer abstained) B. BUSINESS ITEMS: 1. Approval of Recognized Obligation Payment Schedule  Fiscal Impact: None for this action.  Recommendation: Oversight Board adopt Draft Resolution approving Recognized Obligation Payment Schedule (ROPS) for the period of July 1, 2013 through December 31, 2013. [Administrative Services] Administrative Services Director Rachelle Rickard gave the staff report and answered questions from the Board. PUBLIC COMMENT: None MOTION: By Vice Chairperson McKinney and seconded by Board Member Clemens to adopt Draft Resolution approving Recognized Obligation Payment Schedule (ROPS) for the period of July 1, 2013 through December 31, 2013. Motion passed 5:0 by a roll-call vote. (OB Resolution No. 2013-001) ITEM NUMBER: OB – B-1 DATE: 07/18/13 Oversight Board for City of Atascadero February 25, 2013 Page 3 of 3 C. BOARD MEMBER COMMENTS: The next scheduled meeting is Thursday, April 18 th at 3:00 p.m. D. ADJOURNMENT: Chairperson Fonzi adjourned the meeting at 2:45 p.m. MINUTES PREPARED BY: ______________________________________ Marcia McClure Torgerson, C.M.C. City Clerk / Assistant to the City Manager ITEM NUMBER: OB – B-1 DATE: 07/18/13 Oversight Board for Successor Agency to the Community Redevelopment Agency of Atascadero Long Range Property Management Plan and Broker Opinion of Value RECOMMENDATION: Oversight Board adopt Draft Resolution approving the Long-Range Property Management Plan. DISCUSSION: As part of the dissolution of Redevelopment in California and Pursuant to Health and Safety Code (HSC) Section 34179.7, the Department of Finance (DOF) has stated that they will issue a finding of completion to the successor agency once appropriate conditions were met and verified. On March 8th, 2013, the City of Atascadero received a letter from the Department of Finance notifying the City that a Finding of Completion has been granted. The letter specified that the Agency is required to submit a Long-Range Property Management Plan to Finance for review and approval, per HSC section 34191.5 (b), within six months from the date of the letter. The Draft Long-Range Property Management Plan summarizes a list of eight assets owned and controlled by the Successor Agency. Only one of the assets, th e temporary City Hall, is a property that includes fee simple land. The property is proposed in the Long-Range Property Management Plan to be liquidated through a disposition process. This building is a temporary relocation of City Hall due to damage sus tained in the 2003 San Simeon Earthquake. There is currently a lease agreement between the City and the Former Community Redevelopment Agency (now the Successor Agency). FEMA funds have been used to pay for the lease and are currently under dispute. The other seven assets include one easement agreement and six improvements that are located on City property. ITEM NUMBER: OB – B-1 DATE: 07/18/13 Once the Oversight Board reviews and approves the Draft Long-Range Property Management Plan, the Plan will be submitted to the DOF. The DOF will re view the Plan and pending approval, the temporary City Hall property may be sold. As part of the Long-Range Property Management Plan, there is a Broker Opinion of Value (BOV) that has been completed on the temporary City Hall. The BOV will assist with th e sale of the building once the Property Management Plan has been approved. In light of the pending dispute with FEMA regarding the temporary City Hall, the recommendation in the property management plan is that the temporary City Hall be sold and that the sale proceeds be placed into a segregated account of the Successor Agency (“Segregated Account”) pending a resolution of the dispute with FEMA. Depending upon the resolution of the dispute with FEMA, there may or may not be revenue from the sale of the temporary City Hall available to be distributed to affected taxing agencies per AB 1484. If the revenue is available to be distributed to the affected taxing agencies, the taxing agencies will receive their proportional share of the proceeds. FISCAL IMPACT: These is no fiscal impact of the Board’s adoption of the recommended Resolution approving the Long-Range Property Management Plan. ATTACHMENTS: 1. Finding of Completion 2. Draft Long-Range Property Management Plan 3. Broker Opinion of Value 4. Draft Resolution ITEM NUMBER: OB – B-1 DATE: 07/18/13 DRAFT RESOLUTION RESOLUTION OF THE OVERSIGHT BOARD FOR SUCCESSOR AGENCY TO THE COMMUNITY REDEVELOPMENT AGENCY OF ATASCADERO, APPROVING THE LONG-RANGE PROPERTY MANAGEMENT PLAN PURSUANT TO CALIFORNIA HEALTH AND SAFETY CODE SECTION 34191.5 WHEREAS, pursuant to Section 34191.5 of the California Health and Safety Code, City of Atascadero has prepared a Long-Range Property Management Plan, for purposes of submission to the Oversight Board for the Successor Agency for approval, the State Department of Finance (“DOF”), the San Luis Obispo County administrative officer (“County Administrative Officer”), and the San Luis Obispo County Auditor-Controller (“County Auditor”); and, WHEREAS, The Oversight Board for the Successor Agency to the Community Redevelopment Agency of Atascadero has reviewed the proposed Long-Range Property Management Plan, for purposes of submission the State Department of Finance (“DOF”), the San Luis Obispo County administrative officer (“County Administrative Officer”), and the San Luis Obispo County Auditor-Controller (“County Auditor”). NOW, THEREFORE, BE IT RESOLVED by the Oversight Board for Successor Agency to the Community Redevelopment Agency of Atascadero hereby resolve as follows: Section 1. The Oversight Board hereby approves the proposed Long-Range Property Management Plan Exhibit A. Section 2. The City Manager is hereby directed to submit the approved Long-Range Property Management Plan to the DOF. PASSED AND ADOPTED by the Oversight Board for Successor Agency to the Community Redevelopment Agency of Atascadero on the 18 day of July 2013, by the following vote: ITEM NUMBER: OB – B-1 DATE: 07/18/13 AYES: NOES: ABSENT: ADOPTED: OVERSIGHT BOARD FOR SUCCESSOR AGENCY TO THE COMMUNITY REDEVELOPMENT AGENCY OF ATASCADERO By: ________________________________ Roberta Fonzi, Chairperson ATTEST: ___________________________________ Marcia McClure Torgerson, Board Secretary LONG-RANGE PROPERTY MANAGEMENT PLAN CITY OF ATASCADERO SUCCESSOR AGENCY JUNE 2013 Prepared By: KOSMONT COMPANIES 865 S. Figueroa Street, #3500 Los Angeles, CA 90017 Telephone: (213) 417-3300 www.kosmont.com Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 2 of 14 Table of Contents Section Page 1.0 Introduction ........................................................................................................................ 3 2.0 Long-Range Property Management Plan ......................................................................... 4 Asset #1: 6901 El Camino Real ........................................................................................... 7 Asset #2: Portable Building .................................................................................................. 7 Asset #3: Parking Lot Paving ............................................................................................... 8 Asset #4: Construction Access Easement ........................................................................... 9 Asset #5: Sunken Garden Improvements .......................................................................... 10 Asset #6: Zoo Improvements ............................................................................................. 11 Asset #7: Wayfinding Signs ............................................................................................... 12 Asset #8: Maiden Statue Repairs ....................................................................................... 13 3.0 Appendices ....................................................................................................................... 14 Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 3 of 14 1.0 Introduction 1.1 Background & Purpose Health and Safety Code Section 34191.5, added by AB 1484 (signed into law on June 27, 2012), requires each Successor Agency (“SA”) to prepare and approve a Long-Range Property Management Plan (“LRPMP”) that addresses the disposition and use of the real properties of the former redevelopment agency. Properties held by a successor agency cannot be disposed of until the State Department of Finance (“DOF”) has approved the LRPMP. This document is the LRPMP for the Successor Agency to the former Atascadero Community Redevelopment Agency. 1.2 Successor Agency Asset Summary There are eight (8) assets owned and controlled by the Successor Agency. Only one of the assets (Asset #1 in the list that follows) is a property that includes fee simple land. This property is designated to be liquidated through a disposition process. The remaining seven (7) assets include one (1) easement agreement and six (6) property improvements that are located on property owned by the City of Atascadero. # Address/Description APN Purpose Public Econ. Dev. Liquid. Enf. Oblig. 1 Property: 6907 El Camino Real 029-361-045 X 2 Improvements: Portable Building N/A X 3 Improvements: Parking Lot Paving N/A X 4 Easement: Construction Access N/A X 5 Improvements: Sunken Garden N/A X 6 Improvements: Zoo N/A X 7 Signage: Wayfinding Signs N/A X 8 Improvements: Maiden Statue Repairs N/A X Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 4 of 14 2.0 Long-Range Property Management Plan (PMP) Asset #1: 6901 El Camino Real Parcel Data – Asset #1 Address 6907 El Camino Real APN 029-361-045 Lot Size 2.26 acres Use Temporary City Hall Zoning DC (Downtown Commercial) General Plan Downtown (D) Current Title Former Redevelopment Agency Building Commercial building, currently used as a temporary City Hall facility; 31,436 square feet Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 5 of 14 Acquisition & Valuation Information – Asset #1 Purchase Date 12/21/2004 Purchase Price $2,984,661 (includes improvement and rehabilitation costs) Funding Source Tax increment / public Purpose Revitalization: Improvement of Retail District Estimate of Current Value $1.26 to $1.63 million Method of Valuation Broker Opinion of Value provided by Kosmont Realty Corp. Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 6 of 14 Revenues Generated by Property & Contractual Requirements – Asset #1 City / Successor Agency Lease Agreement In May 2005, a Lease Agreement was entered into between City of Atascadero and Atascadero Community Redevelopment Agency (CRA) for the temporary City Hall for a four year term. In February 2010, the City and CRA entered into another Lease Agreement for the temporary City Hall for the period of March 1, 2010 and expired on December 31, 2012. The Agreement continues today on a month-to-month basis. The consideration for the lease is $31,133.00 per month which was paid by the City to the CRA and to the Successor Agency of the CRA. The City received from the Federal Emergency Management Agency (FEMA) reimbursement for the rental payments that the City paid to CRA and to the Successor Agency. There is currently a dispute between the City and FEMA regarding the reimbursement payments which may impact the disposition of the sale proceeds of the temporary City Hall. History of Environmental Contamination or Remediation Efforts – Asset #1 None No history of contamination, designation as Brownfield site, or remediation Transit-Oriented Development & Advancement of Agency Planning Objectives – Asset #1 Potential for TOD Not applicable Agency Planning Objectives Continued public service as temporary City Hall for next 3 – 9 months, then disposition to-be-selected private owner that will attract retail user(s) Recommendation for Disposition – Asset #1 Dispose to Private Buyer Continued public service as temporary City Hall for next 3 – 9 months, then disposition to an owner that will attract retail user(s) which conforms to the adjacent uses in downtown Atascadero. In light of the pending dispute with FEMA regarding the temporary City Hall, the Recommendation is that the temporary City Hall be sold and that the sale proceeds be placed into a segregated account of the Successor Agency (“Segregated Account”) pending a resolution of the dispute with FEMA. Depending upon the resolution of the dispute with FEMA, there may or may not be revenue from the sale of the temporary City Hall to be distributed to affected taxing agencies per AB 1484. Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 7 of 14 Asset #2: Improvements – Portable Building Asset Data – Asset #2 Address 6550 El Camino Real Current Title Improvements: Former Redevelopment Agency Land: City of Atascadero Building/Size Portable building, currently vacant; approximately 590 square feet Acquisition & Valuation Information – Asset #2 Purchase Date 3/24/2009 Purchase Price $10,400 Funding Source Tax increment / public Purpose Office space originally used for Chamber of Commerce and subsequently used by Main Street, a non-profit corporation. Estimate of Current Value $0 (or salvage value less removal/demolition costs); based on outdated condition of structure and need to remove it from City- owned property. Revenues Generated by Property & Contractual Requirements – Asset #2 City / Successor Agency Lease Agreement There is currently no active lease for the portable building which the Successor Agency controls and is located on City-owned property. The City desires that the building be removed from the property which will require the Successor Agency to pay the cost of having it demolished. This cost of demolition is estimated at $9,750. Recommendation for Disposition – Asset #2 Demolish This asset is beyond its intended period of utilization and needs to be demolished so that it no longer occupies City of Atascadero-owned land. The Successor Agency will need to fund the cost of demolition so that the City-owned property can return to its previous state prior to the Successor Agency-owned improvement being located there. The Successor Agency intends to include the cost of removal/demolition on the January – June 2014 Recognized Obligation Payment Schedule (ROPS). Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 8 of 14 Asset #3: Improvements – Parking Lot Paving Asset Data – Asset #3 Address 6005 EL Camino Real Current Title Land: City of Atascadero Improvements Asphalt paving on City-owned parking lot (approximately 16,000 square feet) Acquisition & Valuation Information – Asset #3 Improvement Date 1/5/2005 Improvement Price $215,944 Funding Source Tax increment / public Purpose Maintenance of parking lot that supports Downtown amenities Estimate of Current Value $0 (based on inability to sell on open market and ongoing maintenance costs) Revenues Generated by Property & Contractual Requirements – Asset #3 City / Successor Agency Agreement There is no revenue generated from the Successor Agency-owned improvements. There is an annual maintenance cost in the range of $2,500 annually and approximately $15,000 every 7 to 8 years for major maintenance. Recommendation for Disposition – Asset #3 Transfer to City as Public Use This asset is installed as an affixed improvement to the underlying land asset. As such it would have no value in the open market net of removal and replacement costs. The asphalt cover has ongoing maintenance costs. The City of Atascadero desires to take ownership of these improvements “as is” and will be responsible for ongoing maintenance and eventual replacement of the improvements. Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 9 of 14 Asset #4: Easement – Construction Access Asset Data – Asset #4 Address Atascadero Creek Reservation #3 Current Title Land: City of Atascadero Easement Right to use property owned by the City of Atascadero Acquisition & Valuation Information – Asset #4 Easement Date 6/28/2006 Easement Price $60,000 Funding Source Tax increment / public Purpose Access to neighboring bridge to conduct repairs. Estimate of Current Value $0 (based on inability to sell a property specific easement for access to bridge for construction purposes). Revenues Generated by Property & Contractual Requirements – Asset #4 City / Successor Agency Agreement There is no revenue generated from the easement held by the Successor Agency. Recommendation for Disposition – Asset #4 Discontinue Easement This asset would have no value in the open market and therefore it is best the easement be vacated in order to minimize confusion on the title to the City of Atascadero-owned property. Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 10 of 14 Asset #5: Improvements – Sunken Gardens Asset Data – Asset #5 Address 6505 El Camino Real Current Title Land: City of Atascadero Improvements Improvements to a City of Atascadero-owned park Acquisition & Valuation Information – Asset #5 Improvement Date 12/3/2005 Improvement Price $1,242,766 Funding Source Tax increment / public Purpose Improvements to a City-owned park that is located in the former Project Area such as sidewalk, streetscape, turf and irrigation improvements. Estimate of Current Value Improvements: $0 (based on inability to sell on open market and ongoing maintenance costs) Revenues Generated by Property & Contractual Requirements – Asset #5 City / Successor Agency Agreement There is no revenue generated from the Successor Agency-owned improvements. There is an annual maintenance cost in the range of $5,000, which is a proportional component of the $180,000 in total spent annually to maintain the park. Recommendation for Disposition – Asset #5 Transfer to City as Public Use This asset would have no value in the open market and has ongoing maintenance costs. The City of Atascadero desires to take ownership of these improvements “as is” and will be responsible for ongoing maintenance and eventual replacement of the improvements which are on City-owned land. Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 11 of 14 Asset #6: Improvements – Zoo Asset Data – Asset #6 Address 9100 Morro Rd Current Title Land: City of Atascadero Improvements Improvements to a City of Atascadero-owned zoo including entrance and restroom. Acquisition & Valuation Information – Asset #6 Improvement Date Entrance: 1/11/2010; Restroom: 9/4/2009 Improvement Price $1,097,012 Funding Source Tax increment / public Purpose Improving a City-owned zoo located adjacent to the former Project Area Estimate of Current Value Improvements: $0 (based on inability to sell on open market and ongoing maintenance costs) Revenues Generated by Property & Contractual Requirements – Asset #6 City / Successor Agency Agreement There is no revenue generated from the Successor Agency-owned improvements. Annual maintenance costs are approximately $29,000. Recommendation for Disposition – Asset #6 Transfer to City as Public Use This asset which is affixed to City-owned land would have no value in the open market and has ongoing maintenance costs. The City of Atascadero desires to take ownership of these improvements “as is” and will be responsible for ongoing maintenance and eventual replacement of the improvements. Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 12 of 14 Asset #7: Improvements – Wayfinding Signs Asset Data – Asset #7 Address Located throughout downtown area Current Title Land: City of Atascadero Improvements Wayfinding signs located throughout Downtown Acquisition & Valuation Information – Asset #7 Improvement Date 12/13/2007 Improvement Price $12,082 Funding Source Tax increment / public Purpose Installation of wayfinding signs located in the former Project Area Estimate of Current Value Improvements: $0 (based on inability to sell on open market and ongoing maintenance costs) Revenues Generated by Property & Contractual Requirements – Asset #7 City / Successor Agency Agreement There is no revenue generated from the Successor Agency-owned way finding signs with annual maintenance costs in the range of $1,500. Recommendation for Disposition – Asset #8 Transfer to City as Public Use This asset would have no value in the open market and has ongoing maintenance costs. The City of Atascadero desires to take ownership of these improvements “as is” and will be responsible for ongoing maintenance and eventual replacement. Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 13 of 14 Asset #8: Improvements – Maiden Statue Repairs Asset Data – Asset #8 Address 6505 El Camino Real Current Title Land: City of Atascadero Improvements Repairs to a City of Atascadero-owned statue Acquisition & Valuation Information – Asset #8 Improvement Date 3/29/2007 Improvement Price $104,273 Funding Source Tax increment / public Purpose Repairing a City-owned statue located in the former Project Area Estimate of Current Value Improvements: $0 (based on inability to sell on open market and ongoing maintenance costs) Revenues Generated by Property & Contractual Requirements – Asset #8 City / Successor Agency Agreement There is no revenue generated from the Successor Agency-owned improvements with annual maintenance cost in the range of $2,000. Recommendation for Disposition – Asset #8 Transfer to City as Public Use This asset would have no value in the open market and has ongoing maintenance costs. The City of Atascadero desires to take ownership of these improvements “as is” and will be responsible for ongoing maintenance and eventual replacement. Long-Range Property Management Plan City of Atascadero Successor Agency June 2013 Page 14 of 14 3.0 Appendices Appendix A: Relevant Sections of Community Redevelopment Agency Redevelopment Plan – May, 2003 (Originally Adopted July, 1999) Section 720 – GOALS, OJECTIVES AND PROGRAMS FOR INITIAL PLAN The Agency’s goals and objectives for the initial Implementation Plan for the Atascadero Redevelopment Project shall be as follows: 720.1 Improvement of the Downtown Area which is generally bounded by Highway 101, Highway 41, Bajada Avenue and Rosario Avenue. Potential project include the following: [Subset List] Expansion of entertainment facilities in the downtown including the expansion of the existing movie theater. The Agency will encourage and target entertainment facilities in the downtown to encourage public gatherings and informal uses of public spaces. Encouragement will include marketing for targeted uses, assisting in project planning and other activities to promote private investment. The Agency will also encourage the expansion of the existing theater complex in the downtown. The goal will be to continue to have the complex a community focal point, draw people to the downtown and expand the experience they have, maintain the facility in the downtown. Addition of anchor tenants to increase activity in the downtown. This project will include the Agency assisting in the attraction of major downtown tenants to stabilize the retail mix. The Agency may assist in marketing, planning and investment consistent with the Redevelopment Plan to capture tenants that will attract people to downtown. These tenants would include restaurants, entertainment and retail that attract people by the name of business practices. Improvements of and additions to the downtown streetscape. This project includes the improvement of public infrastructure to promote a downtown pedestrian atmosphere. Improvements include new sidewalks, street trees, landscaping, benches, waste cans, signs, etc. Façade Improvements in the downtown to capitalize on Atascadero’s character and improve the retail/pedestrian atmosphere. In this project, the Agency would work with individual property owners to improve the exterior appearances of buildings. Consistent with Downtown Master Plan, a design theme will be promoted to accentuate the Atascadero Colony and improve the pedestrian, retail climate. Participation will include façade easements, loans, designs, fee wavier etc. Aggregation of sites and buildings for a major employment, office or retail user. The Agency will assist major employers in locating suitable sites. This may include joining multiple properties to provide and appropriate sized parcel. The Agency will first look to the downtown area. 1601 Sepulveda #382, Manhattan Beach California 90266 ph 213.417.3300 fx 213-417.3311 www.kosmontrealty.com Memorandum To: Wade Mckinney, City Manager, City of Atascadero, California Audrey Banks, Management Analyst, City of Atascadero, California From: Larry J. Kosmont, CRE®, Broker, Kosmont Realty Corporation (Broker #01770428) Date: June 13, 2013 Subject: Broker Opinion of Value – Temporary City Hall Building (6907 El Camino Real, Atascadero, CA 93422; APN: 029-361-045) I. Background & Valuation Summary As part of efforts to comply with California Assembly Bill No. 1484 (“AB 1484”), the Successor Agency to the former City of Atascadero Redevelopment Agency (“Successor Agency”) is currently in the process of completing a Long-Range Property Management Plan (“PMP”), which delineates the Successor Agency’s strategy for the utilization and/or disposition of real estate assets of the dissolved City of Atascadero Redevelopment Agency (“RDA”). Among the assets of the former RDA is the facility currently utilized by the City of Atascadero (“City”) as a temporary City Hall (“Property”). The Property is recommended within the PMP for liquidation by the Successor Agency, the proceeds from which will be distributed as property tax to the corresponding local taxing agencies consistent with AB 1484. The PMP must include an estimate of value for each former RDA property, and as part of PMP preparation efforts, the City has requested that Kosmont Realty Corporation (“KRC”; California brokerage firm license #01770428) prepare this Broker Opinion of Value (“BOV”) to evaluate the range of fair market value of the Property as supported by current market conditions and other relevant data. Based on the sales comparison methodology, KRC estimates that the value of the Property is between $40.00 to $52.00 per square foot (“PSF”), or $1.26 to $1.63 million. II. Property Information Location The Property is comprised of a temporary City Hall facility and a surrounding parking lot. Prior to serving as a temporary City Hall, the Property operated as a bowling alley. The Property is approximately 2.26 acres in size and located in a cluster of other properties that includes a movie theater and other retail businesses. The cluster of properties is located northwest of the City of Atascadero KRC Broker Opinion of Value June 13, 2013 Page 2 of 8 1601 Sepulveda #382 Manhattan Beach California 90266 ph 213.417.3300 fx 213-417.3311 www.kosmontrealty.com intersection of El Camino Real and Santa Ysabel Avenue. The Property address is 6907 El Camino Real, Atascadero, CA 93422 (Assessor Parcel Number, or “APN” 029-361-045). A Regional Map, City Location Map, Property Aerial Map, and a Parcel Map are provided as Exhibits A, B, C, and D respectively. Description The building on the Property that houses the temporary City Hall is one story and is approximately 31,436 square feet in size. Adjacent to the building and located on the Property are 56 parking spaces in addition to shared parking space on neighboring properties controlled CC&R agreement. Total lot size is approximately 2.26 acres. Existing Conditions The Property is zoned for commercial use (‘Downtown Commercial’ zoning designation and ‘Downtown’ General Plan designation) and located among a cluster of properties that contain commercial uses. The property is adjacent to a large green belt on the western edge. A large retail shopping center is located to the east, on the other side of Ysabel Avenue. Once the City vacates the temporary City Hall building to reoccupy the original City Hall, it is unlikely that a tenant could utilize the space in its current configuration. The Property is likely to need extensive renovations allowing it to return to its previous commercial retail use. It should also be noted that any potential buyer of the property will be taking possession of a building that is completely vacant given that the City will no longer be using it as a temporary City Hall. Given the retail vacancy rate in the City of Atascadero remains elevated (7.8% in the first quarter of 2013)1 as a result of the recent recession, securing appropriate tenants for the building may be challenging. III. Valuation Methodology Standard methodologies for the valuation of commercial property include the replacement cost methodology, income capitalization methodology, and the sales comparison methodology. Replacement Cost Methodology Given the unique circumstance of the current use of the Property as a temporary City Hall, the replacement cost methodology is less relevant, as the current replacement cost of the Property would include the value of special improvements completed to retrofit the Property from its previous use as a movie theater for its current governmental use. Should the property be liquidated as recommended by the Successor Agency, significant renovations would be necessary to restore the Property to income-producing retail occupancy conditions consistent with Downtown Commercial zoning. 1 Source: CoStar Group, Inc. City of Atascadero KRC Broker Opinion of Value June 13, 2013 Page 3 of 8 1601 Sepulveda #382 Manhattan Beach California 90266 ph 213.417.3300 fx 213-417.3311 www.kosmontrealty.com Income Capitalization Methodology The income capitalization methodology is also deemed less relevant, due primarily to the lack of comparable retail leases in the local area and significant uncertainties with regard to tenant improvements necessary to restore the Property to income-producing retail conditions. Sales Comparison Methodology KRC utilizes the sales comparison methodology in this BOV, due primarily to the availability of recent comparable property sales in the immediate local area. Four recent comparable sales were evaluated on a price per-square-foot basis. The average range of sales price per-square- foot was then adjusted to account primarily for necessary tenant improvements and the vacant nature of the property when compared to fully-leased comparable sales. IV. Valuation Analysis – Sales Comparison Four recent comparable commercial sales were evaluated on a price per-square-foot basis: Address Sale Date Lot Acres Building SF Sales Price $ PSF SUBJECT PROPERTY 2.26 31,436 8965 El Camino Real 4/23/2013 3.7 27,588 $1,375,000 $49.84 5890 Entrada Ave 12/28/2012 0.2 4,900 $375,000 $76.53 6900-02 El Camino Real 8/10/2012 1.4 11,400 $850,000 $74.56 8310 Morro Rd 3/15/2012 0.1 2,600 $125,000 $48.08 Based on the above comparable sales, values range from approximately $50 to $75 PSF. The most recent comparable sale at 8965 El Camino Real ($50 PSF) most closely resembles the Property in terms of building square footage and lot acreage. It should be noted, however, that this building was fully-leased upon sale. Given the similarity to the comparable sale in the lower half of the value range, the unadjusted range of the Property value is estimated at approximately $50 to $65 PSF, or approximately $1.57 million to $2.04 million. In order to account for the cost and risk associated with installation of significant tenant improvements necessary to restore the Property to income-producing retails conditions and the vacant nature of the property when compared to the fully-leased comparable sales, this range of value is adjusted by an expense and vacancy risk factor of 20%, or approximately $10 to $15 per square foot as illustrated below: Unadjusted $ PSF Unadjusted Property Value Adjusted $ PSF Adjusted Property Value $50.00 $1,571,800 $40.00 $1,257,440 $55.00 $1,728,980 $44.00 $1,383,184 $60.00 $1,886,160 $48.00 $1,508,928 $65.00 $2,043,340 $52.00 $1,634,672 City of Atascadero KRC Broker Opinion of Value June 13, 2013 Page 4 of 8 1601 Sepulveda #382 Manhattan Beach California 90266 ph 213.417.3300 fx 213-417.3311 www.kosmontrealty.com Based on the sales comparable analysis and the adjustment to account for the improvement expense and vacancy risk, the value of the Property is estimated at approximately $40.00 to $52.00 per square foot, or approximately $1.26 to $1.63 million. VI. Conclusion – Broker Opinion Value Based on the sales comparison methodology, KRC estimates the value of the Property between approximately $40 to $52 per square foot, or approximately $1.26 to $1.63 million. Property Low Range High Range APN 029-361-045 (Temporary City Hall) $1.26 million $1.63 million City of Atascadero KRC Broker Opinion of Value June 13, 2013 Page 5 of 8 1601 Sepulveda #382 Manhattan Beach California 90266 ph 213.417.3300 fx 213-417.3311 www.kosmontrealty.com Exhibit A - Regional Map Source: ESRI (2013) City of Atascadero KRC Broker Opinion of Value June 13, 2013 Page 6 of 8 1601 Sepulveda #382 Manhattan Beach California 90266 ph 213.417.3300 fx 213-417.3311 www.kosmontrealty.com Exhibit B – City Location Map Source: ESRI (2013) City of Atascadero KRC Broker Opinion of Value June 13, 2013 Page 7 of 8 1601 Sepulveda #382 Manhattan Beach California 90266 ph 213.417.3300 fx 213-417.3311 www.kosmontrealty.com Exhibit C - Property Aerial Map Source: City of Atascadero (2013) City of Atascadero KRC Broker Opinion of Value June 13, 2013 Page 8 of 8 1601 Sepulveda #382 Manhattan Beach California 90266 ph 213.417.3300 fx 213-417.3311 www.kosmontrealty.com Exhibit D - Assessor Parcel Map Source: San Louis Obispo County Tax Assessor (2013)