HomeMy WebLinkAbout1976-12-07; City Council; 2295-2; Calavera Lake/County Regional ParkCITY OF CARLSBAD
AGENDA BILL NO, 2295 Supplement NO. 2
DATE : December 7, 1976.
DEPARTMENT: City Manager
Initial:
Dept. Hd - bvGR
C. Atty.dF&
C. Mgr. 4
CALAVERA LAKE/COUNTY REGIONAL PARK
Statement of the - Matter 5
On November 12, 1976 the City received a letter from the Director
of the Parks and. Recreation Department of San Diego County,
referring to a draft of a memo from the Parks and Recreation
Department to the Board of Supervisors relative to "Calavera
Lake Regional Park Acquisition Proposals" and dated June 14, 1976.
It also made reference to a letter from the State Dire- of
Parks and Recreation to the County Director of Parks and Recreation relative to withdrawal of Land and Water Conservation Fund Projects which affected Cala,wera Lake. The draft memo was never filed with or acted upon by the Board of Supervisors.
as a response to the letter from the City Manager dated May 14, 1976
to the Chief Administrative Officer of the County. Before the
necessary clearances were obtained to file the memo with the Board
of Supervisors, the local matching money for the Land and Water
Conservation Grant was deleted from the 1976/77 budget.
In the November 12, 1976 letter from the County Parks and Recreation
Director, he stated, "In my opinion, the only way we might see a
revival of the project .is for the City of Carlsbad to reconsider a
1ess.than fee conveyance of the Calavera Lake property at little
if any cost to ,the County."
It had been intended
4
,
The matter now rests with the City Council as to their wish and/or
direction regarding the matter.
Letter from County of San Diego to City Manager dated November 12, 1976.
Draft,memo from County Parks and Recreation Director to Board of
Letter from State Parks and Recreation Director to County Parks
and Recreation Director (undated) but received by them October 7, 1976.
Report from Assistant City Manager to City Manager dated November 30, 197t
' Supervisors dated June 14, 1976.
Recommendation
AGENDA BILL NO. 2295 - Supplement No. 2 December 7, 1976
12-21-76 Staff was instructed to notify the Board of Supervisors the City does not wish to donate the property but is willing to continue negotiations.
BOARD OF SUPERVISORS
JACK WALSH
DICK BROWN
FIRST DISTRICT
C 0 U N TY 0 F 25 AN DI EGO L:;;::,yRicT THIRD DISTRICT
PARKS AND RECREATION DEPARTMENT 0 TELEPHONE 299-2267 JIM BATES
2454 HERITAGE PARK ROW SAN DIEGO. CALIFORNIA 92110 LEr~~~~L~~RICT rinn DISTRICT
cnicr ADMINISTRATIVE OFFlCLR
DIRECTOR D. K. SPEER
November 12, 1976
LLOYD T. LOWREY
Mr. Paul D. Bussey
City Manager
City of Carlsbad
1200 Elm Avenue
Carlsbad, CA 92008
Dear Paul:
Subject : Calavera Lake Property
This will confirm Jim Tennant's discussion with Assistant City Manager, Bill
Baldwin, in his office on October 28, 1976, relative to subject. At that time
he left with Bill for your information, the following items:
1.
2.
Our draft
Draft of a memo from this department to the Board of
Supervisors relative to "Calavera Lake Regional Park
Acquisition Proposals" under date of June 14, 1976, and
A letter from Herbert Rhodes, State Director of Parks and
Recreation to Lloyd T. Lowrey, County Director of Parks
and Recreation, relative to withdrawal of Land and Water
Conservation Fund Project No. 06-00449.
memo (above mentioned) was never filed with or acted upon by the Board
of Supervisors.
to D. K. Speer, Chief Administrative Officer, which resulted from our meetings.
After discussing your letter with you and your staff but before we could obtain
clearances to file our memo, the local matching money for the Land and Water
Conservation Grant had been deleted from the 1976/77 budget. We interpreted
that deletion as a signal for us not to press the project. Our interpretation
apparently has been supported by Supervisor Taylor's office.
It was intended as a response to your letter of May 14, 1976,
Although the project appears to beina state of indefinite suspension, I am enclosing for your possible use another copy of our draft memo of June 14, 1976,
to the Board of Supervisors.
vival of the project is for the City of Carlsbad to reconsider a less than fee In m-nion, the only way we might see a re-
L
Mr. Paul D. Bussey -2- November 12, 1976
conveyance ofzavera Lake property at cost to the County.
If you are interested in pursuing &;"matter further, please contact me or
Jim Tennant of my staff at 299-2272.
Sincerely,
Paiks and Recreateion Department
LTL:JOT:vt
Attachments (2)
cc: Supervisor Taylor A500, CAO A6, Asst. CAO-CSA A249, Park Develop. Div. 0314
CJ..
PARKS AND RECREATION DEPARTMENT (714) 565-5567
5555 OVERLAND AVENUE SAN DIEGO, CALIFORNIA 92123
BOARD OF SUPERVISORS
JACK WALSH
DICK BROWN
LOU CONOB
JIM BATES
LEE TAYLOR
FIRST DISTRICT
SECOND DISTRICT
THIRD DLSTRICT
FOURTH DISTRICT
FIFTH DISTRIC'I
LLOYD T. LOWREY
Dl R ECTO R
CHIEF ADMINISTRATIVE OFFICER
xx-m-
D, K. Speer
June 14, 1976
TO : Board of Supervisors A45
FROM: Director, Parks and Recreation Department P29
'SUBJECT: Lake Calavera Regional Park Acquisition Proposals
(Supervisorial District V)
During Board Conference on April 7,-1976 (35) your Board accepted the final
draft of the Lake Calavera Regional Park Master Plan and Report.
time your Board also instructed the Community Services Agency to meet with
representatives of the City of Carlsbad.
meetings had the following purposes:
At that
As directed by your Board, the
1. To prepare for consideration by your Board and the City of Carlsbad
of a possible joint venture for land acquisition for the Lake Calavera
Regional Park with the City of Carlsbad providing certain acreage
owned by them with the County acquiring the remaining acreage needed;
2. To formulate an overall commitment for the deve.lopment of the proposed
park; and
3. To develop cost information and possible alternatives for land acquisition.
Discussions with Carlsbad City staff resulted in a letter dated May 14, 1976
from Paul D. Bussey, City Manager, to the Chief Administrative Officer (copy
attached), offering to sell the 252 acres owned 3y the City of Carlsbad,
including the 34 acre lake, for the $1.9 million appraised value of January
15, 1974. Mr. Bussey further offers the possibility of a multi-year payment
agreement. He states the City is unable to offer the land as an outright or
partial contribution because it is an asset of the Water Department, is part
of the security for the department's bonded indebtedness, and the City is unable
to replace the value of the land if it were released at less than its value.
3. .'
-
June 14, 1976 I - . ...I Board of Supervisors !-"&/' i & \ ~
County staff has researched some acquisition alternatives and has reviewed the
existing funding sources reflected in the Regional Parks Six Year Program.
Staff has found several new State bills offering park funds for acquisition.
SB174, signed into law by Governor Brown last month, seem to afford the County
a block grant of $2 million each year for 3 years, provided $500,000 non-State
matching funds are made available each year.
Fund grants program is a possible matching fund source for acquisition of
private property as are other possible federal grants, gifts of land, etc.
The exact terms and amounts of the grant funds from SB174 are scheduled to be
released by the State in November 1976.
The Land and Water Conservation
Although completing the acquisitions at Sweetwater Regional Park may require
much of the first year's SB174 block grant in addition to currently available
funds, there should be enough left to proceed with purchase of vital privately
owned and endangered lands at Calavera Lake.
Land and Water Conservation grant funds and General Funds referred to in Recom-
mendation 2 above can be used to match up to $750,000 of SB174 funds for a total
resciurce of $1,000,000 for land acquisition for Calavera Lake Regional Park as
proposed, even if other funds are not available for a year.
Staff believes the current budgeted
There have been preceding actions relative to this park by your Board. On
April 19, 1972 (1,2,3) your Board accepted the Regional Parks Implementation
Study for planning and budgeting purposes. Included in this study was the
recommendation that the proposed area called "Lake Calavera Regional Park"
be included as part of the Regional Parks System. On February 10, 1976 (14)
your Board accepted for planning and budgeting purposes the Regional Parks
Six Year Program for fiscal years 1976-77 through 1981-82.
cated Lake Calavera Regional Park as next in park acquisition priority after
Sweetwater, Los Penasquitos, San Elijo, and Batiquitos Regional Parks. Then,
as referred to above, on April 7, 1976 (35), your Board accepted the Lake Calavera
Regional Park Plan and Report and instructed staff to prepare alternatives for
planning and budgeting purposes.
This program indi-
Approved: Concurrence:
R. J. PFLIMLIN
Dept. of Real Property
G. B. WILSON
Asst. Chief Administrative
Officer-Community Services
(Acting)
CITIZEN INPUT:
The Calavera Lake Regional Park Master Plan and Report was approved by Carlsbad's
City Planning Commission, Park and Recreation Commission and City Council.
--
Board of Supervisors June 14, 1976
FISCAL IMPACT STATEMENT:
Program: Capital Program-Project No. DE2731
RECOMMENDED PROPOSAL
Direct Cost
Indirect Cost
1975-76 19 76-7 7 Inc/Dec %
$190,000 $190,000 $ -0- -
5,000 - 0- -5,000 -1007:
TOTAL COST $195,000 $190,000 $ -5,000 -2.5%
Earned Revenue $195,000 $190,000 $ -5,000 -2.5%
NET COUNTY COST -0- - 0- -0- -0-
Man-Y e ar s
Amount Budgeted for Source of Added
This Proposal $250,000 County Funds
Included in Budget
for Total Program
July 1st $250,000
Approved During
the Year for: This Proposal $ -a-
This Program $ -0-
(cumulative)
REMARKS:
If your Board approves Recommendation No. 1, Lake Calavera and the adjacent property
belonging to the City of Carlsbad will be acquired over a 10-year period at a cost
of $190,000 per year. It is proposed to pay this amount for the first three years
from the County's block grant allocation from SB174 if the law permits.
and after that time, other sources of funding will be necessary.
Otherwise,
initial acquisition of "endangered lands" (Recommendation No. 2) can be financed
in part from a $125,000 Land and Water Conservation Fund grant and equal matching
County funds budgeted in FY1975-76.
Contingency Reserve by the CAO, but can be returned to the project with your
Board' s approval.
Staff proposes to seek additional Land.and Water Conservation Fund grants for
this project in FY1976-77, and grants from that and other sources will be sought
in future years in anticipation that such grants can be used to match State grants.
That process was used successfully in Guajome and Sweetwater Regional Parkland
acquisitions and it was approved originally for Penasquitos Park acquisition by
both State and Federal authorities.
The County share has been transferred to
LTL: J0T:gb
cc: Chief Administrative Officer A6; Asst. CAO-CSA A249/0300; Real Property
Director 0200; Park Development Director 0314; Auditor-Controller A5;
Controller Branch Office 0306
.*' -
Board of Supervisors June 14, 1976
Your Board is advised that the $1.9 million dollar appraised value has been an
acceptable figure for planning and discussion purposes.
been no need to expend additional resources to prepare an opinion of value.
If your Board chooses to proceed to acquire the City-owned property based upon
appraised value, the County Real Property Department will be requested to
verify the value.
Until now, there has
In view of Mr. Bussey's letter, staff seeks further direction from your Board
before expending extensive amounts of staff time in pursuing the project, It
is, theref ore
RECOMMENDED: that your Board
1. Approve in principle the purchase of l/lOth undivided interest of the City
of Carlsbad's 252 acres which includes Calavera Lake each year for ten
years at $190,00O/year without interest, with lease rights on the remainder
of the City-owned land at no additional cost;
2. Approve in principle the use of SB174, other possible grants, and currently
budgeted funds ($125,000 Land and Water Conservation Grant Funds and
$125,000 General Fund) for purchase of "endangered lands",
3. Abandon the entire Lake Calavera Park project.
Discussion:
Staff and your Board's consultants believe that the 35 acre Calavera Lake plays
a strategic role in the viability of the proposed regional park and that its
acquisition along with the rest of the City land is of the highest priority.
Without the City's land there appears to be no justification for acquisition
of adjacent private property.
The City Manager's proposal to sell the City's property to the County on the
basis of an appraisal made almost two and one-half years ago over a period of
ten years with no interest, represents a significant contribution to the
project estimated at about $600,000. The table below shows the present value
(P.V.) of ten annual installments discounted at various interest rates and the
corresponding actual value of the contribution at each interest rate:
PERCENT
6
7
8 9
10
EQUIVALENT CITY
P.V. of 10 x $190,000 CONTRIBUTION
$1,398,417
$1,334,480
$1,274,916
$1,219,355
$1,167,468
$501,583
$565,520
$625,085
$680,645
$732,532
STATE OF CALIFOXNIA-THE RESOURCES AGENCY ___~ -- -
DEPARTMENT OF PARKS
P.O. 60X 2390
SACRAMENTO 95811
(91 6) 4h5-2358
Mr. Lloyd T. Lowry, Director
Parks E; Recreation Department
County of $an Diego
5555 Overland Avenue
San Diego, CA 92123
Dear Mr. Lowty:
J
I have read yoilr letter to Mr. J. Warren Gardnet informing us of tha County's
inability to go forward with the Calavera Lake Regional Park Acquisition, Land
and Mater Conservation Fund Project Number 06-00449. In your letter you have
asked that the County not be required to execute the project agreement until
matching funds are available or until July 1, 1977. .. .
*.+yP
*e: *- Your project was selected over other competing projects for the' Land and Water
Conservation Funds with the understanding that it wquld move forward. Because
it is not fair to hold funds in abeyance that could otherwise be utilized
immediately for projects that do have matching funds, I have no alternative
but to revert the Calavera Lake Funds to other Land and Water Conservation
Fund projects.
I am agreeable to waiting until Octoberz8, 1976 to receive an executed agreement,
otherwise the project wi 11 be withdrawn.
D i rector
DATE : November 30, 1976
TO : CITY MANAGER
FROM : Assistant City Manager
SUBJECT: CALAVERA LAKE PROPERTY UPDATE
Continuing negotiations between City staff and County Park Division
staff have taken place since July, 1973. At one time the County
Board of Supervisors proposed that the City participate in the purchase of approximately 2500 acres, adjacent to the City Water Division property, commonly known as Lake Calavera. At that time, August, 1973, the Carlsbad Municipal Water District Citizens' Advisory Committee unanimously opposed the Board of Supervisors' proposal that the City participate in the purchase of the adjacent property. They did, however, recommend that the County enter into a lease purchase agreement with payments of no less than $185,000.00
per year with combined principal and interest in order to meet the
outstanding waterworks bond issues.
In July, 1974, the City received a letter from Chief Administrative
Officer, Frank Aleshire, indicating that the County anticipated the acquisition of Lake Calavera for regional park purposes in 1976. From 1974 to 1976 the County planned to continue working on its Master Plan for parks which included Lake Calavera.
In 1975, prior to the receipt of this letter, the combined staffs had agreed, upon consent of City Council, to have the 252 acres (25 acre lake) Lake Calavera property appraised. This was done by Robert Dodd, MA1 appraiser. He found that the fair market value was $1,900,000.00.
From the summer of 1974 to the present time, the City staff and the
County Park Development staff have held numerous meetings in order to find some way for the City to sell Lake Calavera to the County as we
were instructed by the City Council. The last meeting with the
County Board of Supervisors was in April, 1976. This was a conference
arranged by the County Parks Department for the City Manager, Parks
and Recreation Director, and the Assistant City Manager. After dis-
cussion and a presentation by a County consultant, Supervisor Jack
Walsh made a motion that the City of Carlsbad give the Lake Calavera property to the County. There are several reasons why the City feels they are unable to make an outright donation of the property. Lake Calavera is an asset of the Water Department and along with all other Water Department assets, is part of the security for the department's
bonded indebtedness. If the property is disposed of for less than its value, the difference will have to be replaced from the City's General Fund. Carlsbad would not have the resources to do that.
Additionally, the City Council has felt that the most effective way
to spread the cost of park acquisition and development to those who
will eventually use the facility, is through the County since they are
the only agency that represents the entire region. Within the per- imeters previously set by the City Council, we would like to cooperate
i
Page 2 Calavera Lake Property Update November 30, 1976
with the County to facilitate the County's acquisition. Although
the appraisal is now several years old, it still might be used as
a valid figure.
Supervisor Walsh subsequently moved that County staff continue to
meet with Carlsbad City staff regarding the possibility of working
out the manner in which Lake Calavera could be conveyed to the
County of San Diego for regional park purposes.
Meetings between City and County staff members continued and on May 14, 1976 in a letter directed to the Chief Administrative Officer of San Diego County from the City Manager, indication was given that the City agreed that it would make the property available to the County for development as a regional park for the appraised price of 1.9 million dollars.
WILLIAM C. BALDWIN
Assistant City Manager
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