HomeMy WebLinkAbout4/5/2000 - STAFF REPORTS (2) DATE: APRIL 5, 2000
TO: COMMUNITY REDEVELOPMENT AGENCY
FROM: REDEVELOPMENT DIRECTOR
OWNER PARTICIPATION AGREEMENT WITH LOWE'S HOME IMPROVEMENT CENTER
RECOMMENDATION:
It is recommended that the Agency approve an Owner Participation Agreement for
a tax-increment incentive financing package for Lowe's HIW, Inc., a Virginia
Corporation, to effectuate the construction of a new retail home improvement center
at 5001 East Ramon Road, in the Ramon-Bogie Project Area.
BACKGROUND:
Lowe's HIW, Inc.(Owner) has a sublease on a 13.88 acre parcel of Indian-owned
land at 5001 East Ramon Road. The Owner entered into the lease in 1999 for the
purpose of constructing a retail home improvement center of approximately 175,000
square feet. Lowe's is one of the largest national retailers in the category of home
improvement/hardware/lumber and this facility would be the largest of its type in the
Coachella Valley.
The Ramon Road property is in a 38.83 acre portion of Assessment District 155,
which was created in 1989 to construct streets and other off-site improvements in
the area east of the airport. The original principal and interest obligation on the
entire parcel was $1,393,375 and the remaining debt is $889,715. The annual
assessmentwould be about$136,000. Lowe's, however,would only be responsible
for its pro rata share of the overall assessment cost; if they used 13.88 acres and the
assessment were pro-rated strictly on square footage, the share owed by Lowe's
would be approximately $48,000 per year.
Over the past ten years, the City has struggled with the bond payments on AD 155
because of the high number of leaseholder defaults. The City is currently in litigation
with the District's bond Counsel to attempt to recover a portion of the past
assessment payments; therefore, a waiver of the assessment payment could
undercut the City's legal position in that suit.
Thus, it was a condition of Lowe's Planning Commission approval that they agree
to pay the remaining assessment. The City has not sought to recover any of the
past assessment payments from Lowe's. In lieu of granting Lowe's an appeal of that
requirement, staff urges the Agency to enter an OPA with Lowe's to provide for the
rebate of the assessment district costs from tax increment generated by the project.
This ensures that the assessment district continues to be paid, rather than
prolonging its poor economic health or costing the General Fund additional dollars.
Tax increment received by the Agency represents approximately 64%of the property
taxes paid on the assessed valuation. In the case of Lowe's, it is expected that the
tax increment received will be about $50,000 per year, or an amount close to the
assessment payment. Therefore,the Economic Development Incentive Zone(EDIZ)
program would be able to rebate the entire assessment payment due from Lowe's.
The EDIZ program was developed in 1994 to help the leaseholders in the nearby
Knutson Tract that were having difficulty developing their parcels. In the early 1990's
those leaseholders were hurt by the generally weak economy, an unfamiliarity (and
subsequent discomfort) with Indian lease land on the part of lenders, especially
those from outside the area, and the "negative value" that the assessment district A
created in the eyes of real estate appraisers. While other factors also stifled
development on those parcels, the EDIZ was expanded in April, 1999 to include the
38.83 acre parcel directly on the corner of Gene Autry and Ramon Road. That area,
over the past several years, has begun to be seen as the catalyst for the entire
Section 20 area.
With the opening of the Mid-Valley Parkway and the generally strong economy in
Palm Springs, it is hoped that the entire Section 20 area would be a strong retail and
commercial growth area for the City. The EDIZ program was created to attempt to
stave off further lease defaults in the Knutson Tract and keep AD 155 solvent,
reducing the financial risk to the City. This OPA takes another step toward that, in
addition to effectuating a major development in the area that will help the entire City.
JOHN S. R YMOND
Red velop ent Dire " �r/�
APPROVED: ur-tom•�C�� e�
�y Executive Director
ATTACHMENTS:
1. Resolution
2. Owner Participation Agreement
ar��
RESOLUTION NO. Withdrawn
OF THE COMMUNITY REDEVELOPMENT AGENCY OF THE
CITY OF PALM SPRINGS, CALIFORNIA, APPROVING AN
OWNER'S PARTICIPATION AGREEMENT WITH LOWE'S
HIW, INC. A VIRGINIA CORPORATION, TO EFFECTUATE
THE CONSTRUCTION OF A NEW RETAIL HOME
IMPROVEMENT CENTER AT 5001 EAST RAMON ROAD,
PALM SPRINGS (RAMON-BOGIE PROJECT AREA/BLOCK
#12)
-- -- -- - - - - - - - -
WHEREAS Lowe's HIW, Inc. desires to construct a new 175,000 square foot home
improvement warehouse at 5001 East Ramon Road in the Ramon-Bogie Redevelopment
Project Area; and
WHEREAS the City and Redevelopment Agency seek to encourage the improvement of
property, construction of new facilities, and the development of new tax-generating uses
within redevelopment areas; and
WHEREAS this development will benefit the project area by serving as a catalyst for future
developments in the Ramon-Bogie Redevelopment Area, and
WHEREAS the California Community Redevelopment Law, §33444.6 permits an Agency
to assistwith financing "facilities or capital equipment, including, but not limited to, pollution
control devices," and
WHEREAS the Agency desires to implementthe Redevelopment Plan forthe Ramon-Bogie
Project Area, which allows for"the development of undeveloped areas which are stagnant
or improperly utilized" (§I, subsection B); "The strengthening of commercial and industrial
functions in the area" (§I, subsection C); and, "The establishment of financial mechanisms
to assist and encourage the development of an auto-sales center and, light industrial and
commercial development." (§I, subsection H)
NOW THEREFORE, the Community Redevelopment Agency of the City of Palm Springs,
California, does hereby resolve the following:
SECTION 1. The Owner's Participation Agreement with Lowe's HIW, Inc., which provides
for a rebate in arrears of the tax increment generated by its property
improvements in an amount equal to assessments due and paid on
Assessment District Number 155, and is on file with the City Clerk, is hereby
approved.
SECTION 2. It is appropriate for financial assistance to be provided for improvements
which will benefit the community as a whole.
SECTION 3. The Executive Director or his designee are authorized to sign all necessary
documents in a form approved by the City Attorney.
ADOPTED this day of , 2000.
AYES:
NOES:
ABSENT:
ATTEST: CITY OF PALM SPRINGS, CALIFORNIA R 3
By
Assistant Secretary )<xecutive Director am
REVIEWED AND APPROVED: �L
DATE: APRIL 5, 2000
TO: CITY COUNCIL
FROM: REDEVELOPMENT DIRECTOR
OWNER PARTICIPATION AGREEMENT WITH LOWE'S HOME IMPROVEMENT
CENTER/FINDING OF APPROPRIATENESS OF PUBLIC ASSISTANCE
RECOMMENDATION:
It is recommended that the City Council make a finding that the provision of such
improvements as streets, sidewalks, gutters, sewers, and utilities, including the
financing of the installation of public improvements with tax increment funds, are
necessary to effectuate the purposes of the Redevelopment Plan.
BACKGROUND:
The Community Redevelopment Agency adopted an Owner's Participation
Agreement with Lowe's HIW, Inc. to effectuate the construction of a new retail home
improvement center at 5001 East Ramon Road in the Ramon-Bogie Redevelopment
Project Area by providing certain tax increment funds to reimburse expenses for the
construction of the public improvements.
California Community Redevelopment Law(Health&Safety Code Section 33421.1)
requires that the legislative body make a finding that the provision of public
improvements such as streets, sidewalks, utilities, or other public improvements
which an owner or operator of the site would otherwise be obliged to provide is
necessary to effectuate the purposes of the Redevelopment Plan.
This tract has never had any buildings constructed on it, despite having full off-site
improvements there since 1990. The lack of prior development of this parcel, along
with the former Knutson Tract, precipitated a crisis in Assessment District 155 which
the City is still working to resolve.
The Agency is not precluded from making such agreements under State law, and
given the proposed use of this parcel this is a very appropriate use of future tax
increment f nds.
JOH V S. AYMO
Redevel pm
Directct�
APPROVED:
6,7 I Executive Director
ATTACHMENTS:
1. Resolution
RESOLUTION NO. Withdrawn
OF THE CITY COUNCIL OF THE CITY OF PALM SPRINGS,
CALIFORNIA, MAKING A FINDING PURSUANT TO
SECTION 33421.1 OF THE CALIFORNIA HEALTH &
SAFETY CODE RELATING TO AN OWNER'S
PARTICIPATION AGREEMENT OF THE PALM SPRINGS
COMMUNITY REDEVELOPMENT AGENCY TO
EFFECTUATE THE CONSTRUCTION OF A NEW HOME
IMPROVEMENT WAREHOUSE AT 5001 EAST RAMON
ROAD, PALM SPRINGS (RAMON-BOGIE PROJECT AREA,
BLOCK#12)
- - - - - - -- - - - - - -
WHEREAS the City Council of the City of Palm Springs, California adopted Ordinance 1202,
adopting the Redevelopment Plan for the Ramon-Bogie Project Area effective December
30, 1983 for the purposes of "the development of undeveloped areas which are stagnant
or improperly utilized" (§I, subsection B); "The strengthening of commercial and industrial
functions in the area" (§I, subsection C); and, "The establishment of financial mechanisms
to assist and encourage the development of an auto-sales center and, light industrial and
commercial development." (§I, subsection H), and
WHEREAS, the City Council approved Assessment District 155 in 1989 for the purposes
of providing public improvements in several of the industrial areas of Palm Springs,including
several in the Ramon-Bogie Redevelopment Project Area, and
WHEREAS the Community Redevelopment Agency adopted an Owner's Participation
Agreement with Lowe's HIW, Inc., a Virginia Corporation and the owner of Lowe's Home
Improvement Center,to effectuate the construction of a new home improvement warehouse
at 5001 East Ramon Road in the Ramon-Bogie Redevelopment Project Area by providing
certain tax increment funds to reimburse expenses for the construction of the public
improvements, and
WHEREAS the California Health&Safety Code Section 33421.1 requires that the legislative
body make a finding that the provision of public improvements such as streets, sidewalks,
utilities, or other public improvements which an owner or operator of the site would otherwise
be obliged to provide is necessary to effectuate the purposes of the Redevelopment Plan.
NOW THEREFORE, it is hereby resolved by the City Council of the City of Palm Springs,
California, that it finds that the provision of such improvements, including the financing of
the installation of public improvements with tax increment funds, as provided in the OPA,
are necessary to effectuate the purposes of the Redevelopment Plan.
ADOPTED this day of , 2000.
AYES:
NOES:
ABSENT:
ATTEST: CITY OF PALM SPRINGS, CALIFORNIA
By
City Clerk City Manager
REVIEWED AND APPROVED: