HomeMy WebLinkAbout1983-05-10; City Council; Resolution 72171
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2E
RESOLUTION NO. 7217
A RE OLUTION OF THE CITY COUNCIL OF TH CITY OF CARLSBAD, CALIFORNIA, ACCEPTING THE PROPOSAL OF EMPIRE ECONOMICS TO PERFORM AN ECONOMIC FEASIBILITY STUDY FOR THE MORTGAGE REVENUE BOND PROGRAM.
WHEREAS, proposals have been received by the City of Carlsbad for a Market
Feasibility Study for the Mortgage Revenue Bond Program; and
WHEREAS, the firm of Empire Economics has submitted a proposal of $8,500
for this purpose; and
WHEREAS, the City's Bond Underwriter, and Director of Building and Plannin!
are satisfied that Empire Economics can produce the desired study; and
WHEREAS, the City has $55,000 in good faith deposit from developers that
can be used for this purpose.
NOW,JHEQEFOEE, 13E IT RESOLVED, by the City Council of the City of Carlsbad
California, as follows:
1. The above recitations are true and correct.
2. The proposal by Empire Economics for an Economic Feasibility Study (attached hereto and made a part hereof) is hereby accepted and the Mayor is authorized to execute a letter stating such acceptance.
PASSED, APPROVED AND ADOPTED by the City Council of the City of Carlsbad,
at a regular meeting held on this 10th day of May, 1983, by the following vote,
to wit:
AYES: Council BWrkxrs Casler, Lewis, Kulchin, and Presmtt
NOES: "-e
ABSENT: Council Member Chick
ATTEST: ELL
MARY H. ,jlASLER, rlayor
April 1, 1983
Mr. Marty Orenyak
. City of Carlsbad
1200 Elm Avenue
Carlsbad, CA 92008
. Re: Market Demand, Income, and Average Area Purchase Price
Studies for the City of Carlsbad's Mortgage Revenue
Bond Issue
Dear Mr. Orenyak:
This letter will serve as a proposal, and upon execution, an Agreement regarding the E-larket Demand, Income, and Average Area Purchase Price Studies for the City of Carlsbad's Mortgage Revenue Bond Issue. Accordingly, this Agreement will provide you with a description of the research that shall be conducted, aiong with the performance schedule and financial considerations for the studies.
Background
Empire Economics is a firm specializing in market demand studies for residential, commercial and industrial projects located throughout southern California. Recently, we conducted market demand studies for mortgage revenue bond issues for San
Bernardino County, Riverside County, Palm Springs, Oceanside,
Montclair, Rancho Cucamonga, Ontario and Azusa, as well as market demand studies for improvement bonds for Ontario and Corona. Additionally, we have published articles on housing in various
professional journals and also have articles in the Los Angeles
Times Real Estate Section, from time to time.
Description I of Economic _I Research
Market Demand Study
The primary objective of the Market Demand Study is to determine
the market absorption of the project(s) in the Carlsbad Mortgage
Revenue Bond Issue .I This will be accomplished through a professional and comprehensive analysis of all of the relevant factcrs, including:
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'< . ,
Mr. Marty Orenyak April 1, 1983 Page Two
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The growth prospects for Carlsbad's primary economic
bases, local industry and commuters from San Diego, are
assessed, to forecast its expected population and employment growth over the 1983-90 period.
The expected Carlsbad is then used to determi ng demand over the 1983-85 pe he composition of this demand by product typ the distribution of income for h
Next, the f using demand is adjusted to reflect the ate criteria that the purchasers
The supply then analyzed, according to housing units completed and under construction, as well as projects that may come on the market in the near
future. Wh f the active eir location, tor determining
their absorption is the financing that they offer, so
this is analyzed comprehensively. ditionally, the projects in the mortgag rograms of other cities in the mark analyzed, i.e., Oceanside.
The competitiveness ct(s> in the Carlsbad Mortgage Revenue Bond Issue will be assessed, in terms of its location, product type, price, features, and
amenities, and, of course, the special financing that
it will be able to offer through the mortgage revenue bond program.
Finally, based- upon a careful consideration of all of
the housing demand and supply conditions during the 1983-85 period, along with the special criteria that the purchasers must fulfill, the absorption schedule for the projects in the Carlsbad Mortgage Revenue Bond
Program is determined.
Therefore, the Market Demand Study will perform a comprehensive analysis of all of the.relevant economic and housing market conditions that will affect the success of the Carlsbad Mortgage Revenue Bond Issue. Additionally, the key conclusions of the market demand study will be summarized in an Executive Summary.
Mr. Marty Orenyak April 1, 1983
Page Three
Income Study
The. Income Study will perform an analysis of the three alternative measures of income to determine which of these is the highest: the statewide media ncome; the county-wide
median household income; or t ily income for the Sari
Diego's SMSA. Then, the relevant income statistics will be up-
dated to 1983 and also f
Average Area Purchase Pr
According to the Safe H Price Limits, the maximum
price for housing units in Carlsbad's Mortgage Revenue Bond Program would be approximtely $115,000. However, based upon a recent Average Area Purchase Price Study by Empire Economics, the
San Diego's SMSA's average purchase price was approximately
$130,000. The computations by Empire Economics were based upon a comprehensive sample of some 6,000 sales in the SMSA, as compared to the Safe H
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The President of Empire Economics, holds a Ph.D. in economics with specializations in regional economics and forecasting, and is also an economics pro essor at California State College, San Bernardino. Alth is backed by a highly trained staff that provides suppor ms of compiling data and clerical assistance, every study is actually researched and
written by Dr. Janczyk. Due to this unique situation, ydur
project is provided with he highest "le of professional research possible.
The research for the Mark-et Demand Study is expected to commence on or about April 15, 1983 and be completed no later than four
weeks thereafter. Progress reports will be provided upon
request, if so desired. This time schedule takes into
consideration the other mortgage revenue bond programs that we are presently involved in. Consequently, we will be able to devote our full attention and efforts to Carlsbad's mortgage
revenue bond program.
Mr. Marty Orenyak
April 1, 1983 Page Four
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Fin an c i a 1 Cons i (1 e rations --
The-fees for the Market Demand, Income, and Average Area Purchase Price Studies, along with the payment schedule, are as follows:
Final
Study Payment
Market Demand $4,000
Income 500
Average Area 1,000 Purchase Pric
The retainer ement of the days of the
We would certainly welcorne the sting you with your Mortgage Revenue Bond Issue.
JT J : re
APPROVED : APPROVED :
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Marty Orenyak Date Date