Item 13.1 - Designation of Panel to Review Proposals for the Purchase of Poway Royal Estates MH Park
Distributed: February
c
AGENDA REPORT SUMMARY
DATE:
Honorable Mayor and Members of the City Council/
Honorable Chairman and Members of the Redevelopment Agency
James L. Bowersox, City Manager/Executive Director~
Deborah Johnson, Director of Redevelopment service~
Assistant Executive Director ,/~
David Narevsky, Redevelopment Manag@
March 1, 2005
TO:
FROM:
INITIATED BY:
SUBJECT:
Designation of Panel to Review Proposals for the Purchase of Poway Royal
Estates Mobilehome Park
ABSTRACT
Staff has evaluated a potential sale of Poway Royal and determined that it was financially
feasible. Requests for Qualifications (RFQ) were sent to various community-based
organizations, and meetings were held at Poway Royal where residents were advised that the
City was seeking to sell the Park. Statements of Qualifications were received from four
community-based groups and one proposal from Poway Royal residents. Each met the stated
qualifications and was deemed a finalist. Requests for formal proposals were distributed on
January 24, 2005, and are due back to the City on February 22, 2005. It would be appropriate to
designate a panel to review the Qualifications and make a recommendation to the City
Council/Redevelopment Agency.
ENVIRONMENTAL REVIEW
This item is not subject to CEQA review.
FISCAL IMPACT
None.
ADDITIONAL PUBLIC NOTIFICATION AND CORRESPONDENCE
A copy of this report will be provided to the Poway Housing Commission and all four finalists
under consideration for the purchase of Poway Royal. A copy of this report will be posted at
the Park office and at the entrances to the Clubhouses.
RECOMMENDATION
It is recommended that the City Council and Redevelopment Agency adopt the recommendation
of staff.
ACTION
1of4
March 1, 2005 Item # J 3. I
M:/DavidJPoway Royal Sale/Staff Report summary panel 31505.doc
.,----------.--.'-.. --_....."'-"-_.~
CITY OF POWA Y
AGENDA REPORT
This report is included on the Consent Calendar. There will be no separate discussion of the report prior to approval by the City
Council unless members of the Council, staff or public request it to be removed from the Consent Calendar and discussed separately.
If you wish to have this report pulled fordiscussion, please fill aula slip indicating the report number and give it to the City Clerk prior
to the beginning of the City Council meeting.
TO: Honorable Mayor and Members of the City Council/
Honorable Chairman and Members of the Redevelopment Agency
FROM: James L. Bowersox, City Manager/Executive Director
INITIATED BY: Deborah Johnson, Director of Redevelopment Services/
Assistant Executive Director
David Narevsky, Redevelopment Manager
DATE: March 1,2005
SUBJECT: Designation of Panel to Review Proposals for the Purchase of Poway
Royal Estates Mobilehome Park
BACKGROUND
The Poway Redevelopment Agency purchased Poway Royal Estates in January 1991.
Ownership of Poway Royal was subsequently transferred to the City of Poway. Since the
acquisition, Poway Royal has been managed by a combination of City staff and contract
employees.
On July 20, 1999, the City Council/Redevelopment Agency adopted a long-term goal for
the sale of the City and Agency-owned Mobilehome Parks. Consistent with the long-term
goal, the City/Agency has transferred ownership of Haley Ranch Estates, Poinsettia
Senior and Family Mobilehome Parks.
Staff has evaluated a potential sale of Poway Royal and determined that it was financially
feasible. Requests for Qualifications (RFQ) were sent to various community-based
organizations and meetings were held at Poway Royal where residents were advised that
the City was seeking to sell the Park. Some residents of Poway Royal indicated that they
were interested in purchasing the Park, and they were encouraged to submit a Statement
of Interest. Residents requested and were provided an extension to submit their
information to staff.
Statements of Qualifications were received from three community-based groups and one
proposal from Poway Royal residents. Each met the stated qualifications and was
deemed a finalist. Requests for formal proposals were distributed on January 24,2005,
and are due back to the City on February 22, 2005.
20f4
March 1, 2005 Item # \3. \
Agenda Report
March 1, 2005
Page 2
It would be appropriate to designate a selection panel to review the Qualifications and
make a recommendation to the City Council/Redevelopment Agency. Staff's
recommendation for panel members are as follows;
Tom Tremble
Tom Tremble is the Chair of the Poway Housing Commission, a Council-appointed entity
to oversee the operation of the mobile home parks. Chairman Tremble has been a
member of the Commission since 1994.
Dick Howard
Dick Howard is a former member of the Poway Housing Commission and served several
terms as Vice Chair. Mr. Howard is retired from the banking industry and also served on
the Poinsettia Parks selection panel.
David Rosen
David Rosen is a principal in the consulting firm of David Paul Rosen & Associates. Mr.
Rosen has been a consultant to the Poway Redevelopment Agency on a variety of
housing issues for the past 10 years. Mr. Rosen was involved in the sale of the
Poinsettia Park and assisted with the financial structuring and negotiations with Standard
and Poor's.
Keith Currv
Keith Curry is the managing partner of the PFM Group. The Public Finance Management
Group was selected to act as project manager for the Poway Royal sale. Mr. Curry's
compensation is a fixed rate and not contingent upon any outcome of this transaction.
Jove Davisson
Joye Davisson is a long time Poway resident involved with a number of volunteer
organizations. Ms. Davison is President of the Poway Women's Club, Chair of the Guild
for the Poway Center for the Performing Arts, and Vice President of the Friends of the
Poway Library. Ms. Davisson is also a former Powegian of the Year.
FINDINGS
Staff is recommending that the panel be comprised of Tom Tremble, Dick Howard, David
Rosen, Keith Curry, and Joye Davisson.
ENVIRONMENTAL REVIEW
This item is not subject to CEQA review.
3of4
March 1, 2005 Item # I~.I
Agenda Report
March 1, 2005
Page 3
FISCAL IMPACT
None.
ADDITIONAL PUBLIC NOTIFICATION AND CORRESPONDENCE
A copy of this report will be provided to the Poway Housing Commission and all four
finalists under consideration for the purchase of Poway Royal. A copy of this report will
be posted at the Park office and at the entrances to the Clubhouses.
RECOMMENDATION
It is recommended that the City Council and Redevelopment Agency adopt the
recommendation of staff.
M:\david\Poway royal sale\Staff Report - panel 3-15-05
40f4
March 1,2005 Item # \~.,
Distri'""'-1ed: February
G'
AGENDA REPORT SUMMARY
TO: Honorable Mayor and Members of the City Council/
Honorable Chairman and Members of the Redevelopment Agency
FROM: James L. Bowersox, City Manager/Executive Director~
INITIATED BY: Deborah Johnson, Director of Redevelopment service~
Assistant Executive Director ;/~
David Narevsky, Redevelopment Manag@
DATE: March 1,2005
SUBJECT: Designation of Panel to Review Proposals for the Purchase of Poway Royal
Estates Mobilehome Park
ABSTRACT
Staff has evaluated a potential sale of Poway Royal and determined that it was financially
feasible. Requests for Qualifications (RFQ) were sent to various community-based
organizations, and meetings were held at Poway Royal where residents were advised that the
City was seeking to sell the Park. Statements of Qualifications were received from four
community-based groups and one proposal from Poway Royal residents. Each met the stated
qualifications and was deemed a finalist. Requests for formal proposals were distributed on
January 24, 2005, and are due back to the City on February 22, 2005. It would be appropriate to
designate a panel to review the Qualifications and make a recommendation to the City
Council/Redevelopment Agency.
ENVIRONMENTAL REVIEW
This item is not subject to CEQA review.
FISCAL IMPACT
None.
ADDITIONAL PUBLIC NOTIFICATION AND CORRESPONDENCE
A copy of this report will be provided to the Poway Housing Commission and all four finalists
under consideration for the purchase of Poway Royal. A copy of this report will be posted at
the Park office and at the entrances to the Clubhouses.
RECOMMENDATION
It is recommended that the City Council and Redevelopment Agency adopt the recommendation
of staff.
ACTION
1 of 4 March 1, 2005 Item # 10.1
M:lDavid/Poway Royal Sale/Staff Report summary panel 31505.doc
CITY OF POWAY
AGENDA REPORT
This report is included on the Consent Calendar. There will be no separate discussion of the report prior to approval by the City
Council unless members of the Council, staff or public request it to be removed from the Consent Calendar and discussed separately.
If you wish to have this report pulled for discussion, please fill out a slip indicating the report number and give it to the City Clerk prior
to the beginning of the City Council meeting.
TO: Honorable Mayor and Members of the City Counci!l
Honorable Chairman and Members of the Redevelopment Agency
FROM: James L. Bowersox, City Manager/Executive Director
INITIATED BY: Deborah Johnson, Director of Redevelopment Services/
Assistant Executive Director
David Narevsky, Redevelopment Manager
DATE: March 1, 2005
SUBJECT: Designation of Panel to Review Proposals forthe Purchase of Poway
Royal Estates Mobilehome Park
BACKGROUND
The Poway Redevelopment Agency purchased Poway Royal Estates in January 1991.
Ownership of Poway Royal was subsequently transferred to the City of Poway. Since the
acquisition, Poway Royal has been managed by a combination of City staff and contract
employees.
On July 20, 1999, the City Council/Redevelopment Agency adopted a long-term goal for
the sale of the City and Agency-owned Mobilehome Parks. Consistent with the long-term
goal, the City/Agency has transferred ownership of Haley Ranch Estates, Poinsettia
Senior and Family Mobilehome Parks.
Staff has evaluated a potential sale of Poway Royal and determined that it was financially
feasible. Requests for Qualifications (RFQ) were sent to various community-based
organizations and meetings were held at Poway Royal where residents were advised that
the City was seeking to sell the Park. Some residents of Poway Royal indicated that they
were interested in purchasing the Park, and they were encouraged to submit a Statement
of Interest. Residents requested and were provided an extension to submit their
information to staff.
Statements of Qualifications were received from three community-based groups and one
proposal from Poway Royal residents. Each met the stated qualifications and was
deemed a finalist. Requests for formal proposals were distributed on January 24,2005,
and are due back to the City on February 22, 2005.
20f4
March 1, 2005 Item # \3. \
Agenda Report
March 1, 2005
Page 2
It would be appropriate to designate a selection panel to review the Qualifications and
make a recommendation to the City Council/Redevelopment Agency. Staff's
recommendation for panel members are as follows:
Tom Tremble
Tom Tremble is the Chair of the poway Housing Commission, a Council-appointed entity
to oversee the operation of the mobilehome parks. Chairman Tremble has been a
member of the Commission since 1994.
Dick Howard
Dick Howard is a former member of the Poway Housing Commission and served several
terms as Vice Chair. Mr. Howard is retired from the banking industry and also served on
the Poinsettia Parks selection panel.
David Rosen
David Rosen is a principal in the consulting firm of David Paul Rosen & Associates. Mr.
Rosen has been a consultant to the Poway Redevelopment Agency on a variety of
housing issues for the past 10 years. Mr. Rosen was involved in the sale of the
Poinsettia Park and assisted with the financial structuring and negotiations with Standard
and Poor's.
Keith Curry
Keith Curry is the managing partner of the PFM Group. The Public Finance Management
Group was selected to act as project manager for the Poway Royal sale. Mr. Curry's
compensation is a fixed rate and not contingent upon any outcome of this transaction.
Jove Davisson
Joye Davisson is a long time Poway resident involved with a number of volunteer
organizations. Ms. Davison is President of the Poway Women's Club, Chair ofthe Guild
for the Poway Center for the Performing Arts, and Vice President of the Friends of the
Poway Library. Ms. Davisson is also a former Powegian of the Year.
FINDINGS
Staff is recommending that the panel be comprised of Tom Tremble, Dick Howard, David
Rosen, Keith Curry, and Joye Davisson.
ENVIRONMENTAL REVIEW
This item is not subject to CEQA review.
30f4
March 1, 2005 Item # I~.I
Agenda Report
March 1, 2005
Page 3
FISCAL IMPACT
None.
ADDITIONAL PUBLIC NOTIFICATION AND CORRESPONDENCE
A copy of this report will be provided to the Poway Housing Commission and all four
finalists under consideration for the purchase of Poway Royal. A copy of this report will
be posted at the Park office and at the entrances to the Clubhouses.
RECOMMENDATION
It is recommended that the City Council and Redevelopment Agency adopt the
recommendation of staff.
M:\david\Poway royal sale\Staff Report - panel 3-15-05
40f4
March 1, 2005 Item # \~.I