HomeMy WebLinkAbout17 AG TUSD/MCAS 10-21-96 NO. 17
10-21-96
lnter-Com
DATE:
OCTOBER 21, 1996
TO:
FROM:
SUBJECT:
WILLIAM A. HUSTON, CITY MANAGER
CHRISTINE A. SHINGLETON, ASSISTANT CITY MANAGER
AGREEMENT BETWEEN TUSTIN UNIFIED SCHOOL DISTRICT AND CITY OF TUSTIN,
AS THE LOCAL REUSE AUTHORITY, FOR MCAS-TUSTIN
SUMMARY: The proposed Agreement fulfills the conditiOns impoSed by the Base ClOsure TaSk
Force for transfer of 60 acres at MCAS-Tustin to the Tustin Unified School District.
Recommendation:
It is recommended that the City Council approve an agreement between the City of Tustin and
the Tustin Unified School District regarding transfer of school sites and other mitigation
measures at MCAS-Tustin.
Fiscal Impact:
There is no fiscal impact to the General Fund.
Background and Discussion:
The National Defense Authorization Act of Fiscal Year 1994 and the Base Closure Community
Redevelopment and Homeless Assistance Act of 1994 (the "Acts") identify a community-based
reuse screening process for identifying state, county and local agency interests on property at
MCAS-Tustin.
After the required outreach and solicitation of notices of interest, the MCAS-Tustin Base Closure
Task Force, at a meeting on January 9, 1996, recommended that a number of agencies and
interested parties receive property under the Acts. Federal law and regulation allow for public
benefit conveyances of surplus property at partial or full discount from fair market value subject
to final approval by the federal Department of Defense and the Department of Education. It was
recommended by the Task Force that the Tustin Unified School District ("the District") receive
60 acres of vacant land at MCAS-Tustin. The acreage would include two ten-acre sites for two
elementary schools and one forty-acre site for a high school.
Agreement Between TUSD and City of Tustin
as the Local Reuse Authority for MCAS-Tustin
October 21, 1996
Page 2
The Task Force's recommended action on the District's request was conditional upon the City, as
the Local Reuse Authority, entering into an agreement with the District. Attached for the City
Council's approval is a signed agreement from the District.
A particular concern to the Task Force was the issue of the potential imposition of a Mello Roos
Community Facilities District (CFD) within pOrtions of the district on the Base. The District has
agreed not to impose a CFD based' on a request from two members of their legislative body or a
landowner petition. However, they believe that they should be given the opportunity to pursue a
CFD where there is registered voter support for this school financing technique. In the event the
District decides to utilize a voter registration petition process to create a CFD, it has agreed that
such a petition would not be acted upon unless there is a minimum of 100 registered voters on
the Base to be included within the proposed CFD for each of the 90 days preceding the close of
any protest hearing, and that no petition would be submitted until entitlements are approved for
50% of the units within the District boundaries on the Base. The District has also agreed that
they will not impose a levy, impact fee or special tax which will result in the total special tax on
individual property exceeding one-half of one percent (.5%) of assessed valuation for any
established CFD.
Attachment
AGREEMENT BETWEEN CITY OF TUSTIN AND
TUSTIN UNIFIED SCHOOL DISTRICT REGARDING
TRANSFER OF SCHOOL SITES AND OTHER MITIGATION MEASURES
This Agreement is made and entered into by and between the City of Tustin, a
municipal corporation (hereinafter "City"), the Local Redevelopment Authority ("hereinafter
"LRA"), and the Tustin Unified School District (hereinafter "District").
RECITALS
1. The United States Department of Defense ("DOD") has determined to close
Marine Corps Air Station-Tustin CMCAS-Tustin").
2. MCAS-Tustin is mainly located within the City of Tustin, with the exception of .
approximately 80 acres which are located in the City of Irvine. See Exhibit "A" site map of
attached hereto.
3. The City of Tustin, which is the federally approved Local Redevelopment
Authority (LRA), chairs the MCAS-Tustin Reuse Task Force ("Task Force") and is responsible
for preparation of a reuse plan, and joint environmental impact statement/environmental impact
report (EIR/EIS) for consideration .by the DOD, the LRA and the cities of Tustin and Irvine
in ultimately determining the appropriate disposition of real property at McAS-Tustin.
4. 'A goal of the Task Force and the City is to have a balanced land use plan that
is economically viable and does not impose such financial burdens on private development that
the desired land uses are never, or only partially developed. In addition, because of the need
to rebuild much of the infrastructure at MCAS-Tustin, and the resultant need for new revenues
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to finance such construction, it is desirable to have as much of the real property at MCAS-
Tustin as possible, remain on the tax rolls and not be given over to public, tax-exempt uses.
5. As part of the federal base closure and reuse process, local agencies, such as the
District have the oppommity to request from the LRA a public benefit conveyance of property
which would require £mal approval by DOD and the federal agency sponsoring the public
conveyance request. In such process, great weight is given to the LRA's views on such
transfers.
6. The District wishes to acquire two, ten (10) acre sites at MCAS-Tustin for
elementary schools and one forty (40) acre site for a high school, and desires the support of
the LRA for such transfer.
7. The City and LRA are agreeable to supporting such transfer and implementing
other .actions, as described herein, as part of a package of measures to mitigate the impacts of
the base reuse on the District, providing District agrees that such measures satisfy the DiStrict's
claims from the City of Tustin or LRA for environmental mitigation.
8. District acknowledges that the State Legislature has determined that: "the subject
of the financing of school facilities with development fees is a matter of statewide concern,"
and ."For this reason the Legislature hereby occupies the subject matter of mandatory
development fees and other development requirements for school facilities finance to the
exclusion of all local measures on the subject."
9. The District acknowledges that in agreeing to the transfer and other mitigation
measures, the City and LRA is providing consideration that it is .not otherwise required or
obligated to provide, and that in exchange for such consideration, the District understands that
it will curtail its rights to challenge the City of Tustin?s or LRA's land use approk, als as
-provided herein.
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NOW, THEREFORE, in consideration of the Recitals stated above, and the promises
and mutual covenants herein, the parties agree as follows:
AGREEMENT
1. LRA's Obligations
LRA shall:
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Support the transfer of approximately sixty (60) acres at no cost
to the District for purposes of two (2), ten (10) acre elementary
school sites and one forty (40) acre high school site. The LRA
does not believe that the District will be able to comply with
current terms and conditions normally required for an educational
public benefit conveyance by the U.S. Department of Education.
The LRA will, therefore, recommend to the Department of
Defense transfer of the school sites to the LRA as an Economic
Development Conveyance (EDC) and then the LRA will agree to
subsequently transfer the sites to the District subject to all other
terms of this Agreement. As an alternative, in the event an EDC
application is not possible or approved as determined by the
Department of Defense, the LRA will support and assist the
District in any efforts to ensure that any transfer to the District
under an educational public benefit conveyance is under favorable
terms and conditions to the District.
·
Include a mitigation measure in .the EIS/EIR requiring the
payment of school fees on development projects in MCAS-Tustin
in the amounts allowed by state law;
3
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Support the receipt by the District of their share of tax increment
pursuant to Section 33607.5 of California Community
Redevelopment Law, in the event a Redevelopment Project Area
is created for MCAS, Tustin.
Support the District's use of other alternative financing techniques
(other than the use of assessment districts which establish a
Community Facilities District (CFD) under the Mello~Roos Act
within the MCAS-Tustin project boundaries and which is based
on a request from two members of the legislative body or which
utilizes a
boundary).
land owner petition within the proposed CFD
Other reasonable methods of accommodating new
school students generated from .development within the MCAS,
Tustin project including the use of temporary classrooms,
certificates of participation, general obligation bonds, or state
funding of school facilities shall also be supported.
2. District's Obligations
A. District/shaI1 not challenge, comment on, or oppose, nor shall it
fund or in any way assist any other person or entity to challenge, comment on, or oppose, to
or before any local, state, or federal agency, or file or maintain any actions or proceedings to
set aside, enjoin, challenge, appeal, or otherwise pursue any legal, equitable, or administrative
remedies regarding the approval or implementation of any prop.osals, applications, approvals
or permits (including any related environmental documentation or creation of Redevelopment
Project Areas) relating to MCAS-Tustin, or regarding any proposed, approved, or existirig uses
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in MCAS-Tustin which projects or uses are consistent with the land use plan approved by the
LRA or City of Tustin.
B. In the event that District makes any written comments, or engages
in any written communications, with any local, state, or federal agency (including the City of
Irvine) regarding the approval or implementation of any future development proposals,
applications, approvals or permits (including any related environmental documentation) relating
to MCAS-Tustin, or any proposed, approved, or existing uses in MCAS-Tustin, regardless of
whether any such projects or uses are consistent or inconsistent with the land use plan
approved by the LRA or City of Tustin, District shall immediately provide complete copies of
such written comments or communications to the City and LRA.
C. The District agrees that the site location and configuration of the two,
ten (10) acre elementary school sites and one, forty (40). acre high school site shall be
consistent with the LRA's identified concept approval but the size of the transfer is
approximated only and actual metes and bounds shall be determined by the Department of
Defense or other Federal agency prior to transfer in consultation with the LRA.
D. Prior to transfer of the property by the Federal government and prior
to any interim or permanent reuse of requested facilities or sites, the District agrees to enter
into an agreement with and acceptable t° the LRA and the City of Tustin. The purpose of the
agreement is to: 1) identify the planning goals of the agency receiving property and the City
or LRA for the site; 2) identify the scope and schedule for short range improvements and long
range development plans for the property; 3) establish a process for meaningful consultation
on development and operational issues of mutual concern; 4) identify capital infrastructure
improvements, roadway and existing utility and new utility right of way and easement
dedications (as needed) and environmental impact report mitigation that will be required of the
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Agency receiving property, 5) identify necessary procedures to implement the agreement, and
6) the District shall also affirm its commitment to return any property not used for the slated
purpose directly to the LRA, in the case of property transferred as an Economic Development
Conveyance (EDC).
E. The District agrees that no direct vehicular access to the proposed
elementary school site at the northwest portion of the MCAS, Tustin site along Redhill Avenue
will be authorized.
F. The proposed schools shall be fully implemented by the District by
the later of either: 1) 8 years from transfer of the property to the LRA, if an EDC is approved,
or to the District if conveyed to them directly by the U.S. Dep.artrnent of Education or other
federal agency; or 2) when building permits are issued for 80% of the new units being
proposed in the Reuse Plan within District boundaries, unless a shorter period is mandated by
the federal sponsoring agency. If within 12 months of any transfer of property, actual
development of a school is not proceeding, the District shall agree to enter into an agreement
with the LRA, if requested, to permit the accommodation of interim public uses on the site
prior to school development. The District understands that the underlying land use designation
of the Reuse Plan would allow an alternative land rise to occur without an amendment 'to the
Reuse/Specific Plan should the District not move forward with their Plans 'to utilize the
property within an agreed upon time frame.
G. The District agrees not to establish a Mello-Roos CFD on properties
within the School District boundaries located within the MCAS-Tustin project which utilizes
a written request from two members of the legislative bodY or a land owner petition process.
The District also agrees the only petition process they would utilize in establishment o~' a CFD
would be a petition of 10% of the registered voters residing within the proposed CFD District,
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provided that the School District also agrees that any registered voter petition for establishment
of a CFD that would affect the MCAS-Tustin Project would not be acted on unless there was
a minimum of100 registered voters within the boundaries of the Base to be included within
the proposed CFD for each of the 90 days Preceding the close of any protest hearing, and until
entitlements are approved for 50% of the units being proposed in the MCAS-Tustin Reuse Plan
within School District boundaries. The District also agrees that for any established CFD, they
will not impose a levy, impact fee, exaction, assessment or special tax which will result in the
total special tax on individual properties exceeding one half of one percent (.5%) of assessed
valuation.
.
Governing Law: Construction of Agreement
This Agreement and the rights and obligations of the parties, shall be governed by and
interpreted in accordance with the laws of the State of California and its Constitution. The
'provisions of this Agreement and the exhibit hereto shall be construed as a whole according
to their common meaning and not strictly for or against any party and consistent with the
provisions hereof, in order to achieve the objectives and purposes of the parties hereunder. The
captiOns preceding the text of each section, and the table of contents, are included only for
convenience of reference and shall be disregarded in the construction and interpretation of this
Agreement.
4. Actions Challenging Agreement
The parties hereto shall use their best efforts to defend themselves in any action brought
by any other person or entity seeking to attack, annul, set aside, rescind, or otherwise invalidate
this Agreement, or any term, provisions, covenant or condition hereof.
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5. Severability
If any term, provision, covenant or condition of this Agreement shall be determined
invalid, void or unenforceable by judgment or court order, the remainder of this Agreement
,
shall remain in full force and effect, unless enforcement of this Agreement as so invalidated
would be unreasonable or grossly inequitable under the circumstances or would frustrate the
purposes of this Agreement.
6. Entire Agreement
This Agreement and the exhibit attached hereto contains all the representations and the
·
entire agreement between the parties with respect to the subject matter hereof. Except as
otherwise specified in this Agreement, and the exhibit hereto, any prior correspondence,
memoranda, agreements, warranties, or representations are superseded in total by this
Agreement and exhibits hereto.
7. Attorney's Fees
.
In the event of any dispute, claim, or litigation based upon, arising out of, or relating
to, the breach, enforcement or' interpretation of any of the provisions of this Agreement, the
prevailing party in such dispute, claim, or litigation shall be entitled to recover its attorneys'
fees, costs and expenses, which are reasonably incurred, from the nonprevailing party.
8. Counterparts
This Agreement may be executed in counterparts, each of which shall be deemed an
original, but all of which taken together shall constitute one and the same instrument.
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IN WITNESS WHEREOF the parties have executed this Agreement as of the date and
year first above written.
CITY OF TUSTIN, LOCAL REUSE
AUTHORITY FOR MCAS, TUSTIN
By:
Mayor
ATTEST:
City Clerk
APPROVED AS TO FORM:
Lois E. Jeffrey
City AttOrney
TUSTIN UNIFIED SCHOOL DISTRICT
~/ ,,i President, Board of Education
./1'/
CAS:D O: kd~Vl CAS~tu sd .ag m
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