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HomeMy WebLinkAboutLand Use Case.AC.Land Acquisiton Program.AC 1977-1 1': J . ,,", ,1",..0<" .""" !""'" r, /0/ )-,0 RESOLUTION OF THE ASPEN SKIING ADVISORY COMMISSION TO ASPEN CITY COUNCIL WHEREAS, tneAspen Skiing Advisory Commission would like to take the nextfhirty days to examine the following categories pursuant to their study of setting up a Recreation District: I) A legal opinion regarding the matter of the cTeation of a Recreation District; 2) A general' reaction of the people of the community to the proposed Recreation District; 3) A stotement of the financial feasibility. Pursuant to the above, the Aspen Chamber of Commerce has been approached at their last meeting, and those directors present voted unanimously for the Commission to pursue the feasibility study for the ultimate forming of the proposed Recr.eation District, ;, WHEREAS, the Aspen Skiing Corp. was given very nominal lease terms when it was formed twenty years ago with the understanding that it wou Id remain a vita I force in the development of Aspen and it has.not honored these agreements. Also, the Aspen Skiing Corp. has been very restrained in its support of a number of community projects and has not encouraged the most healthy community development, WHEREAS, the Aspen Skiing Corp. subsenquently raised children's rates to an exorbitant price and eliminated special Tesident rates to the effect of dTiving many of the local citizens off Aspen Mountain, WHEREAS, the Aspen Skiing Corp. is now engaged in setting up another skiing area at Snowmass which could create a conflict of inteTest, such as causing them to lower the rates in the new area to attact business there, and possibly providing more publicity for the Snowmass '/, - ~ , -- .A -2- area, and constituting a detriment to the healthful development of the Aspen community, WHEREAS, the Aspen Skiing Corp., in the past, in times of need, has received assistance from this community, such as during the times of the Jeep lift, and a sum of ,money in the YEFlK amount of $25,000 at 4% for ten notes, which provided a portion of the cost for the construc- t!, tion of #3 Lift on Ajax Mountain, and Aspen citizens have Tisen to the aid of the Corporation in times of emergency such as during avalanche rescue, which assistance was given whole- heartedly by the residents of Aspen, WHEREAS, Mr. D.R.C. Brown, in his letter to the Mayor, has indicated a willingness to "discuss this matter in detail with properly authorized representatives of the Council", THEREFORE, these duly authorized representatives who "really mean business and are not motivated merely by a desire to haTass" propose to contlCtcT': Mr. D.R.C. Brown, President of the Aspen Skiing Corp., and duly pursue the necessary details, accounts, books, records, agreements, contracts, Freehold Estates, leases, options, etc., etc., of the Aspen Skiing Corp., which must seriously be considered so an "offer made in good faith (which) would place a fair valuation upon these properties" for their eventual acquisition by the proposed Recreational Districh., (*Note: All quotes are from Mr. D.R.C. Brown's letter to Mayor Barnard.) ......., ~. --Y;/?T)/ a:t,0~ ~"" ~, D. R. C. BROWN, PRESI DENT ASPEN MTN BUTTERMILK. SNOWMASS ~ ~ m " o . m w z o ~ . o ~ ~ m ~ ro o o < ~ o ~ o o z w . m < m . . ~ x o m o z o - " < ~ o . ~ o o ~ z ~ m z w . m < w ~ " r-. ~l< e..c.. \) ,'S t,y, ~t I January 19, 1966 t j:/' Robert Barnard, M. D. Mayor, City of Aspen Aspen, Colorado Dear Sir: I understand that the Aspen City Council has approved in principle the' formation'bf 'a recreation district for the purpose of taking over the properties and the operation of the ski lifts on Aspen Mountain now owned and operated by the Aspen Skiing Corporation. You no doub:t realize that the Aspen Skiing Corporation has built up a solid and prosperous business which still has a tremendous growth potential. I am, however, sure that the directors and stockholders of the company would be willing to give serious consideration to any offer made in good faith which would place a fair valuation upon these properties. If your group really means business and is not motivated merely by a desire to harass a business which is a dominant factor in our local economy, I shall be glad to discuss the matter in detail with properly authorized representatives of the Councilor the district. -Very truly yours, j;({/~ D. R. C. Brown, President DRCB/ao "'," '-----.... """'. - ~v..... 'fII8Mf'ftUtt ~t,... ....I' ~~_.u .,. AfIII'B GIft' "lire .. u U'. ... tltj'.. ~f..M'ft.ll.1)w liMn, rullN.. ..11m .. ...'~I" "1J..,~.IIU..oli \il.lltlll..,.I..lilM....II. '" ""I~'IlNI",,, .I.:IlI~. '" It. UIOI.~I1""".A'i1JlIJ.f ~v. ...... ..~ ~ "fA.lr.... a. It) 1:1.". au........ ~i m i t~ t) A"'1 r:rat IIU"lll~flun,le"" un F~H ,*,."f"~'.l.lI' Bu. ._IliIU'Nmt...-. I)A't tn Ilu.,ft 11.ld rlr~. .""1'. _.. B.a.C!.. ~.tUtLt_....k~....lIl1lU!l~nIIM. "'~,r nl.. a, ~l.. ..'011 ...... WIll ,...IIJ.I;ul.I." ..... Il Ii UtI...r..,~ llld,UliM III...... .. _If UJ.iut . JJj.ll uUlhllllM JIIIICIli,".' 11 n it 1Ir'. a.L.e.. ...... hl dl~ Ii .... A.. '1Ui1IlClfp.. I. rr1w, i 1\" ..!U........fnlSlI.4rl...~.a _. .Ifhi..... r~~ M ...~"41~-J OL""1tII$~Hlia'_JItlJ~_UIIl. .... 1""'\ ~ 8<.,A' ASPEN CITY COUNCIL Aspen, Colorado Gentlemen: March 2, 1966 The Aspen Skiing Advisory Commission is not proceeding along the lines I had intended for it 'and therefore I am asking that certain city employees and office holders be allowed by the council to assist me in.gathering the necessary data in order that the City Council may ultimately ~ake a decision regarding the formation of a Recreation District whose purpose it would be to acquire and run the lift facilities on Aspen Mountain and possibly also those on Buttermilk Mountain. To be specific, I would like the aid of the following persons in gathering data on the Subjects listed numerically below: 1. Leon 1vurl - Labor relations and the relation between wage rates, seniority, fringe benefits and retirement pension plans. 2. Skip Flewelling - Tax advantages resulting from the district. Determine the total amount of Federal income, State income and Pitkin County property taxes paid in past 10 years. Determine how much revenue would be produced by the 1% sales tax on sale of lift tickets. 3. Lorraine Graves - Determine what percent of ski lift ticket revenue comes from cash type of ticket sold (i.e. daily, 3 day, weekly, seasonal, resident, tourist, children, etc.) 4. Janet Gaylord - Obtain copies of all leases, contracts and other agreements pertaining to the continuing operation of the Aspen Ski Corporation on Aspen and Buttermilk. Mountains. In the case of Janet, !3he has agreed to perform the above service without compensation and would require funds only for the cost of copying documents, etc. The procuring of the services of the above persons would materially aid me in the formidable project that has been undertaken in this proposed recreation district. Signed Mayor Robert Barnard ", "....., ,,,....., REPORT OF ASPEN SKIING ADVISORY COMMISSION To The Aspen City Council and Mayor Aspen, Colorado Gentlemen: After exhaustive study into the legal and economic feasibility of the City of Aspen attempting to acquire the skiing facilities owned by the Aspen Skiing Corporation on Aspen and Buttermilk Mountains, your Commission came to the following conclusions: 1. that Colorado statutes do provide for such an acquisition by the city under certain conditions. 2. that such a project would be economically feasible and could be made the basis for a larger recreation district. 3. that certain tax advantages would accrue to such a facility. However, in the course of our investigation it became amply clear that the Aspen Skiing Corporation did not wish to sell such properties voluntarily and that said acquisition of skiing properties would perforce have to be accomplished by condemnation. Hence it follows logically that to pursue such a course would be extremely costly and time consuming. For these reasons primarily, your Commission recommends that this project be dropped and its efforts terminated with this report. The Commission in the course ,of its' investigation learned that there is a possibility that ski lifts might be brought under control of the PUC at some future date. The Commission, however, feels that this should be the subject for study by another group. '~'ifl;;:i;"). - Joel Hartmeister, Chairman ,^, DAN TSCHAPPAT COMPANY REAL ESTATE. PROPERTY MANAGEMENT 526 E. HYMAN ST. (P. O. BOX 1022) ASPEN, COl.O. 81611 ,-.. (303)..925/7seo March 21, 1972 Mr. Charles Gilkey, City Engineer . City of Aspen Aspen, Colorado 81611 Dear Mr. Gilkey: In accordance with your request I have inspected the following Aspen properties, The purpose of this appraisal is to determine fair market value as of this date. The estimate of value is as follows: . . ;.l'lf, $ 66,000,Oo.fJ I ~ 1. Lots P and Q, Block 81, 6,000 sq. ft,. total Value - $33,000,00 each Total 2. East 7 -1/2' of Lot P and LotsQ, R, and S, Block 93 9,750 sq, ft, total East7-1/2' of Lot P Lot Q with improvements .Lot R with improvements Lot S with improvements 6,000.00 35,000.00 35,000,00 38,000,00 Total Value jl1 /), lijliP.!,' r $114,000.00 3. Parcel "A", 47,916 sq. ft. per your map and located along Roaring Fork River, D and RGWRailroad R. O. W., bounded '" I';" on South by North Street $ 71, 874. 00 !:,'Y / t, Total Value 4. Parcel "B" 78, 885 sq. ft. per your map and located along D and RGW Railroad R. O. W. bounded on South by Smuggler Street, bounded on ,'" West by North Aspen Street, bounded on North by North Street /-1-'///1' . Total Value $118,327.00 Please call us if we can be of further service in this matter, Respectfully suhmitted, DAN TSCH~AT COMPAN ~dM/?_~~ ' Dan E. Tschappat, Bro e DET:h f' r'\ PROPERTY MANAGEMENT BUSINESSES SKI LODGES CONDOMINIUMS HOMES BUILDING SITES RANCHES 8: ACREAGES INVESTMENT TRUSTS LANO SYNDICATES . TRADES qa,~aId Real tdcde eO., P ,0. Box 3557 - Aspen, Colorado 81611 Phone 303- 925-1630 March 10, 1972 'y ')Ii ~ City of Aspen Box V Aspen, Colorado Gentlemen: With respect to the market valuation of Lots P and Q, Block 81, City and Townsite of Aspen, which adjoin the Wheeler Opera House, I estimate the two lots sold together would bring a price of approximately $58,000.00; whereas individually sold, each lot should bring $33,000.00. "..1_ ,- 1, t-7/"'f' '-..Ii '{2/' 't-" . These figures are based on two previous sales and the present market interest. 81611 The property on which the Cooper Building sits, 508 East Cooper, sold for $11.00 per square foot two years ago. Although this property would sell for more at this time, it is better located. Another sale which is more comparable in value is the single lot that sold immediately East of the Elks Building for $36,000.00. I feel that more than the fair market value was asked and received due to the dire need of the purchaser. Very truly yours, RPF: 1s SKI COUNTRY U. S. A. 8 / ,~ .,....." James J. Mollica & Associates, In~ Real Estate Appraisers and Consultants Aspen, Colorado Mason & Morse Building. 315 East Hyman Avenue, Aspen, Colorado 81611.303/925-8987 February 22, 1977 Mr. Philip S. Mahoney Aspen City Manager 130 S. Galena St. Aspen, CO 81611 Re: An appraisal of Lots P & Q Block 81 City and Townsite of Aspen Dear Mick: As you. have requested, I have personally inspected the subject lots and their current lease agreement for the purpose of estimating their Fair Market Value, both under lease and if free and clear. This appraisal is offered in letter form as an update of my original appraisal for the Shaw Estate, dated March 1974. Your appraiser has deleted the local data and specifics of the property, since the client is well familiar with this information. If at a future date a full narrative appraisal would be necessary I could complete this from the information contained in my files. The following is a brief summary of the information that I have gathered and analyzed in order to determine the value of the property, both under current lease and as if free and clear from all leases. Market Value as If Free and Clear Your appraiser has gathered and analyzed eight recent sales of vacant land in the commercial core. These sales range from March 1974 to June of 1976. These sales are attached and summarized on the following pages. The most recent sale is #7 which included three lots at the corner of Hunter and Hopkins Avenue. These lots are presently being improved with the Marcus Commercial Building. The property is slightly removed from the commercial core, however, it has a very good corner location. This sale took place in July 1976 at an indicated $31.00 per square foot. Sale #4 is directly across the street from the subject and is the location of the new Mason and Morse Building. This sale took place in June 1975 and reflected a value of $17.00 per square foot. This sale was greatly restricted as it was located in the Wheeler Opera House view plane. It was developed ,/?<i:,7jj\ \"lIlJames J, Mollica, R.M, ,^\.,;:'",.,," Appraiser-Consultant ~ ~ Mr. Philip S. Mahoney February 22, 1977 Page Two with approximately 14,000 square feet of building, however, the low profile of the building created somewhat less desirable rental space. Sales #2 and #3 are very similar in location to the subject property, being directly adjacent to the pedestrian mall. These sales took place in February of 1974 and would require substantial time adjustment. Recent appreciation rates in Aspen have been calculated in the area of 1~% - 3% per month over the past few years. Although it is difficult to calculate appreciation rate with only five commercial sales, it is your appraiser's opinion that an appreciation rate in the area of 2% per month could be well supported by increased rentals and the lack of supply. After adjusting these sales at 2% per month, a value in the area of $30.00 per square foot is indicated. Based upon these sales and adjustments and g~v~ng the most weight to Sale #8, it is my op~n~on that if free and clear from all leases, the subject lots would have a value of say, $30.00 per square foot. $30.00 per square foot x 6,000 square feet = $180,000. Indicated value if free and clear from all leases $180,000. Estimated Value Under Current Lease The subject property is currently under lease until October 15, 1980. There are two additional options on the lease which would carry the lease until October 15, 1990. This would indicate a total remaining lease period, if option were renewed, of 12.5 years. The rental rate on this property is $100.00 per month in condjuction with the Mother Lode lease on Lots N & 0 of Block 81. The figure of $1,200.00 per year, including one-half of the taxes on the two lots, is for the south 60' of the lots. The north 40' of Lots P & Q are not under lease and would appear to have the highest and best use for parking spaces. / The value of the leasehold estate, in your appraiser's op~n~on is best measured by valuing the rights of the lessor in the lease agreement. These rights are: a. The right to receive an income during the period of the lease; both the $1,200.00 per year and income from parking spaces. b. The right to receive the land unencumbered at the end of the lease term. James 1 Mollica ~ Asso~ate& lor. Real Estate Appraisers and Consultants ~. .,-., Mr. Philip S. Mahoney February 22, 1977 Page Three The discounting is based on the "time - money" theory, which, briefly stated, is the value of the right to receive a given sum of dollars of value at a designated time in the future, as measured by applying the discount process to the current value, e.g., the right to receive one dollar in one year discounted 12% gives a current value of eighty-eight cents to the future one dollar. The "present worth of one" theory is the reversion factor which is used to discount a single future payment to a present worth figure, given the appropriate discount rate and discount period. This would reflect that at the end of the term the property would be free and clear from all leases. Therefore the question is, what is the.value of $180,000 in today's money when you receive the use of it in 12.5 years? The present worth of future collections (benefits, receipts) reflects the present value of money to be collected at a specific future time when discounted from that time to the present date at a specific rate of discount. This suggests the present value of both the $1,200.00 per year rent plus the estimated rent of the parking spaces on a yearly basis should be discounted to the present time. Your appraiser has considered current rents on parking spaces and he believes it to be well justified at $30.00 per space x eight spaces = $2,880.00 per year. There are some expenses involved including taxes, insurance, parking space maintenance, management and vacancy. These are estimated at 25%, indicating a net income to the parking spaces of $2,160.00. The discounting approach there into account. following: process is a difficult theory to are a number of assumptions which For the purpose of this analysis, understand. In a theoretical your appraiser must take your appraiser assumes the 1. That the subject lease of $1,200.00 per month is below market and will most likely continue throughout the full length of the extended terms. 2. Your appraiser indicated that appreciation rates in the area of 2% have been seen over the past few years. This appreciation is coupled with risk speculation and inflation of dollars, factors which are impossible to determine over the next 12.5 years of the lease term. Therefore your appraiser cannot apply an appreciation rate to the $180,000 to arrive at the value at the end of the term. James 1 Mollica ~ Associates, lilt Real Estate Appraisers and Consultants t"'" "-", Mr. Philip S. Mahoney February 22, 1977 Page Four As a result of ' this appraisal and analysis it is my opinion that the value of the subject lots under current lease, as of February 22, 1977 is: $94,544. On the following pages your appraiser has listed details concerning the lease agreement, further assumptions, and mathematical calculations to support the value of the property under its current lease. If I can be of further assistance in the interpretation or application of the findings in this report, I trust you will not hesitate to call. I hereby acknowledge that the Shaw Estate is an ongoing client of mine and I further certify that I have no present or future contemplated interest in the subject property, and to the best of my knowledge all of the infor- mation contained in this report is accurate, and that my fee is in no way contingent upon the valuation stated herein. Thank you for this opportunity to be of service. J es J. Mollica, R.M. eal Estate Appraiser Attached: Comparable Sales and Analysis Sheets, Lease Abstract and Valuation Analysis, Compound Interest Tables and Appraiser Qualifications. JJM:sy James 1 Mollica {r ASSlltlale~ In~ Real Estate Appraisers and Consultants --- ~ South 60 Feet of Lots P & Q of Block 81 Aspen Analysis Under Current Lease Lessor: Lessee: Term: Extended Shaw Estate Gordon L. Whitmer October 15, 1970 - October 15, 1975 Terms: 1st October 15, 1975 to October 15, 2nd - October 15, 1976 to October 15, 3rd - October 15, 1985 to OCtober 15, 1980 1985 1990 Rental: $lOO/month, $1,200/ year plus one-half taxes 1. Assume north 40 feet of Lots, eight parking $360/year = $2,880 less average expenses of maintenance and management, vacancy - 25%. Income: $2,160. spaces at $30.00/month, taxes, insurance, Estimated Net 2.. Assume south 60 feet of Lots are leased at far below market and that lease will run for full length of extended terms until October 15, 1990. 3. Assume that appreciation, risk specultation and inflation will amount to -0- over the length of the term in terms of hard (today's) dollars. 4. Theory: Value is determined by: (a) present worth of the discount income stream; (b) reversing value of the land at the end of the term. 5. An 8% discount rate is considered applicable for discounting a very secure, low risk, investment. Since the subject rent is far below economic rent, the probability of the lease going the full length of the term is very good. 6. A 9% discount rate is considered applicable for discounting the reversion of the land value at the end of the term. This is more of a speculative investiment for the investor, however, since there is almost no available commercial core land, the chances for appreciation in value is given considerable weight. Present worth of ONE payment per year for 12.50 years Discounted at 8% Ellwood factor: 7.7234 Present worth of the reversion of the property at the end of the terms, Discounted at 9% Ellwood factor: .34054 James 1 Mollica & Assoclale~ In~ Real Estate Appraisers and Consultants r-\ Value of Income Stream: Rent: 8 parking spaces: $3,360 at 7.7234 Value of Reversion: Summary: f"'.. $ l,200/yr 2,160/yr $ 3,360/yr = $25,950 $180,000 at .34054 = $61,297 TOTAL: $87,247 Fair Market Value if free and clear of Lease: $180,000 Value under Current Lease: $ 87,247 James 1 Mollica ~ ASSIltlale& I~ Real Estate Appraisers and ConsultantS ~. :-. Your appraiser has knowledge of an offer to purchase these lots at $30.00 per square foot. Sale /Il. Lot L of Block 80, City of Aspen sold April 1975 for $75,000. There was an old Victorian residence which was later torn down. It was purchased by the adjacent landowner for Restaurant expansion. This sale breaks down to $25,00 per square foot. Sale #8. Lots G, H, and I of Block 94 was also purchased in June of 1976. It was vacant and part of Sale /11. It sold for $275,000, 9,000 square feet which breaks down to $31.00 per square foot. It had a corner location and is presently being developed with a commercial building. Land Summary; Sale Date Size Price/Square Foot 1 3/74 24,000 SF $18 2 2/74 6,000 SF 20 3 2/74 3,000 SF 20 4 6/75 9,000 SF 17 5 5/75 4,500 SF 20 6 6/76 6,000 SF 18 7 4/75 3,000 SF 25 8 6/76 9,000 SF 31 '" Based on these sales and adjustments and considering the subject's excellent location .near the pedestrian mall, it is your appraiser's opinion that the subject's value falls slightly above the upper range of value. The subject lots are not in a view plane and have excellent exposure to the pedestrian mall and with the existence of the Mason & Morse Building, the view will remain unobstructed. $30.00 per square foot x 6,000 square feet = $180,000 Note: The valuation of $180,000 is contingent upon the property being free. and clear of all lease agreements. James 1 Mollica d Associates, In~ Real Estate Appraisers and Consultants ,.... ^ VALUATION SECTION Land Valuation: Your appraiser has gathered and analyzed recent sales in the commercial core area. These vacant land sales have been analyzed based upon their location, shopping exposure, and zorting characteristics. The following is a summary of the most recent sales of vacant sites in the commercial area. Sale #1. Lots G, H, I, 0, P, Q, R, and S in Block 94, City of Aspen, sold March 20, 1974 for $425,000. This sale consists of a group of vacant lots facing On Hopkins Avenue and Hyman Avenue, which are improved with some older buildings which your appraiser considers to have no value in this transaction. This sale contained $24,000 square feet or say, $18.00 per square foot. Sale #2. Lots K and L, in Block 96, City of Aspen, sold February 1974 for $120,000. These two lots were improved with an older swimming pool and small building which had not been used for several years. The improvements are considered to have no value in this transaction, and they have been removed, and a commercial office building has been construc- ted. This sale contained 6,000 square feet or say, $20.00 per square foot. Sale 1/3,. Lot M, Block 96, City of Aspen, sold in April 1974, for $60,000. This sale had part of a small building on it which contributed no value in this transaction.. It contained 3,000 square feet, or say, $20.00 per square foot. Lots K, L, & M have since been developed with approximately 18,000 square feet of commercial building (Durant-Galena). Sale #4. Lots E, F, and G, Block 82, City of Aspen, sold June 1975 for $150,000. These lots are vacant and adjacent to Wagner Park. They contained 9,000 square feet or say, $17.00 per square foot. This sale was somewhat restricted due to view plane easement, directly across from the subject. These lots have since been developed with approximately 14,000 square feet of commercial building (Mason & Morse Building). Sale #5. Lot north one-half of A and Band C, Block 100, City of Aspen, sold May 1975 for $90,000. These lots were vacant and had a corner location. This sale contained 4,500 square feet and breaks down to $20.00 per square foot. These lots had a slightly inferior zoning classification and were later developed with a commercial building (Victorian Square). Sale #6. Lots D and E of Block 94, City of Aspen, sold June 1976 for $110,000. There were two Victorian residences on the site. One had no value and the other brick structure had historical designation and would not be allowed to be removed or changed without City and Historical Committee Approval. This sale breaks down to $18.00 per square foot. James 1 Molllca.~ Assodate~ In~ Real Estate Appraisers and Consultants "t- O') ... .... "" ~ I- ." ... ... ... I- !': = :z = = ... :E = "" ...I C = Z Z C "t- CD "t- CO ... .... "" ~ I- ." ... ... ... I- !': "" :z = = ... :E = "" ...I C = Z Z c '$.,. CO - r ~ ~ z w W H 3c:n:: '"'....... ~ 0 H Z ~ C '" ~ ,,~o ~=g >~: ...;~: 5g~ ~o_ !i ... .. e ... * '" " ... l- e '" ... :: l- e ... ... ... ... !!:ii -;:;;- ...>Cll:~ ,wo H> Ww :~ ~~g ...ii::lt) :w..-c H ~ z o 0 ~ 0 j_ii "'i~~ " ~ U W U .. C ::~... 05:::: -tz~: "o~ OUz ~~- C ~ z w W H ..~e= to ~ ~ C <0 ~ ,,~o ~~o :i: ...;~~ :~~ ~o_ " ... .. e ... ~ <0 " ... l- e '" ... > ~ e ... ... ... ... ~~ CH- ...> a:u. .wo H> HW :~ !~e ..."':)u !IO.: z o 0 ~ 0 ...~::: ,0" " ~ U H U .. 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I ~ "cO ) , ' "r, ! . . t- '" :M Ll"l \J:> l\Jl iN! :":0\ .0 "; 1 -;"'_!: '::, < C:;. . ~. ,:" fN CQ '" N ' '" M -......- .. . . ~ '" .- '~'-~.:' ';~.." .:...~.~ I . j ! ! ,r . ~> ",,- :s . :.-- ~1.' .~ '" INSTRUCT! ONS: COLUMN ONE: COLUMN TWO: COLUMN THREE: !:OLUMN FOUR: COLUMN FIVE: COLUMN SIX: / I"""< ,-, ... DETERMINING PRIORITIES FOR PUBLIC LAND ACQUISITIONS Complete the first five column headings for each land parcel before determing the priority of each land parcel. . Provides approximate acreage and estimated cost of each itemized land parcel. Identifies various potential public uses and benefits. Evaluate each sub-column according to the following scores: o - no public use or benefit 1 - minimum public use or benefit 2 - moderate public use or benefit 3 - high public use or benefit Provides for a selection of when each land parcel should be purchased based on when the use or benefit will be realized. _, Provides for a recol11Tlended type of pub 1 i c acquisition. 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' .. -'" e li - T ~ Ii' / , 1""", ^ , ;~ MEMORANDUM TO: FROM: RE: DATE: City Council and County CommiSsioners Planning Office Public land Acquisitions March 16, 1976 The Planning Office has complied a list of potential properties which could be purchased by the City, County or both bodies for various public benefits. The purpose of the list is to provide a mechanism to allow you, the decision-makers, to focus on the range of possibilities for public land acquisitions. The list is accompanied by an analysis chart which help identify your priority for each land parcel. vides: is designed to The chart pro. An estimate of the acreage or square footage, . A gross estimate of land value, A range of potential public benefits and uses that can be assigned to each parcel, . Various types of acquisition techniques, . The political jurisdiction responsible for acquisition, and finally . The priority rating. The priority rating should be based on your analysis of each parcel in the light of the various chart entries. An instruction sheet of chart entries provides a method to give weight and dimension to your analysis and acquisition priorities. Pleas~ read this sheet before proceeding to the list and identifying your priorities. Upon completion of and return of your recommended priorities, the Planning Office will compile all of the charts to identify the consensual priorities of City, County and joint public land acquisitions. -.. --..-"---.- . . -~._-,_._- ~--~ _. ..-.- . -_. --- --_._~-_.. --- ./ . ,. ~,~'. "4<"" \-,e'_ ~" ".~ M E M 0 RAN DUM TO: Board of County Commissioners City Council Members George Ochs, County Manager Mick Mahoney, City Manager FROM: Bill Kane, City/County Planning Director RE: Establishment of Land Acquisition Program DATE: June 6, 1977 BACKGROUND Over recent years, numerous attempts have been made at the establishment of an ongoing land/development rights acquisition program. Participation has included staff of both city and county and members of the Pitkin County Parks Association. Each attempt has been frustrated by a difficult dilemma which has repeatedly plagued the land acquisition planning process. While it is desireable to develop a specific schedule of land for acquisition, it is not desireable to publish a list with a rigid ranking of priorities because such an approach generally: 1. Overlooks the need for flexibility in dealing with a variety of land parcels, each of which must take into consideration the individual needs and timetable of many landowners with highly individualized financial situations (i.e., size and cost of parcel, individual income situation and relative tax leverage offered to each due to land donations as tax shelters). . " 2. A list often is interpreted as a fixed statement of the program and thereby runs the risk of alienating landowners not considered on the list. 3. Lists also risk the chance of inflating land value due to the published public interest in purchase. Sometimes this can result in pricing a particular parcel beyond the means of the local govern- ments i nvo 1 ved. 4. Published lists also risk offending individual landowners who have no interest in developing land. Acquisition of land or development rights assumes that individuals will develop land. (Of course, this represents a rare exception but does happen). c,.".~~~,~"~ I'""". ~ Memorandum Page Two Jaune 8, 1977 On the other hand, it is difficult to develop momentum for a program with just a vague statement of good intentions with green spaces for everyone. Any meaningful open space acquisition program will require substantial funding commitments from both the city and county and the Council and Commissioners will no doubt want certain specific parcels set as goals prior to long range commitments. The dilemma here is that a program that is overly specific or overly vague will be self-defeating. Over the past several months, Raymond Auger, Bruce Oliphant, Fritz Benedict and Gus Hallam have been working with the Parks Association in an attempt to develop a definitive program. A tentative list of of "candidate" properties has been identified for open space/public use acquisitions. This by no means represents a "final" or "exclusive" list. There are probably another 15 which could be added. This list may be easily modified or expanded at the initiative of Council, Commissioners or Parks Association. last Friday we had a very productive meeting with representatives from the Trust for Public land with numerous helpful suggestions having been made by individuals with many years of experience in the area. As a result of this meeting, we have a program outline that we would like to pre~ent. PROGRA~l The emphasis here is on the development and acceptance of a land acquisition mechanism as opposed to a static "plan" approach. Most communities develop open space with the adoption of a specific map with key properties identi- fied in the form of priority ratings. The plan is essentially a map which is reviewed by Planning and Zoning Commissions and adopted by the appropriate legislative bodies. The actual details of funding and capital budgeting are normally absent as is any plan for land acquisition mechanics. In contrast to such a static program, we are recommending an approach which emphasizes four separate functions with clear responsibilities delegated for each function to include: 1. Funding and purchase approval 2. Cooordination 3. Selection recommendations and management 4. Negotiation (specific parcel agreements) Memorandum Page Three June 8, 1977 ~~" . In conjunction with this function, we propose the maintenance of a gener- alized on-going list of properties which are cOnsidered desireab1e for acquisition. Please find attached a copy of the first 15 priorities as selected and approved by the Pitkin County Parks Association. PROCESS FOR ACQUISITION Funding for the program would come from one of five principle sources to include: (1) City, (2) County. (3) Federal grants. (4) Private donations. (5) Contributions inkind (by the landowner, generally for tax shelter). The on-going list of properties would be maintained by the Parks Association with the endorsement of City and County P & l'S and the Council and Com- missioners with recommendations from the planning office. Once a property has been identified for open space/purchase/development rights acquisition, the initial contact may be initiated by any individual or group involved to include the landowner, member of City or County govern- ment, Parks Association, Nature Conservancy or Trust for Public Land (T.P.L.). Once an initial contact has been made. an independent third party individual from either the Trust for Public Land or Nature Conservancy would sit down .on a personal basis with each prospective donor or seller and work out the particulars for each transaction. The real meat of the program will rely on this negotiation. Both the T.P.L. and Nature Conservancy are highly skilled in acquisition techniques to include a good working knowledge of estate and real estate tax law as well as income tax law and ,how donations may be merged with purchases to minimize in the capital gains tax liability to each owner. Each acquisition would be carefully sensitized to the hiqhly individualized needs of each owner taking into consideration each income. estate,. and land value situation. The emphasis in the program would be on non-capital acquisitions. but most cases will require some capital to pre- serve the lands in question. Once the specific details of a transaction have been hammered out. then all sources of funding will be explored. The highest priority will be for contact with private donation sources. We can not overemphasize the potential of private sources at this time. We have been contacted by a variety of individuals all of whom are interested in contributing substantiallY to a long range on-going and comprehensive land acquisition prOCfram which respects the needs of lheindividuals involved. Depending on the scale of the project involved, some mix of public and private funds will be necessary. As proposed here. the council and commissioners would sit in the position of reviewing the final acquisition details for each parcel involving fee simple r-,. .~ Memorandum Page Four June 8, 1977 conservation easement or. development rights acquisition. This would require appropriations by ordinance and serve as a useful and necessary check and balance on the system. Both nature conservancy and T.P.L. are staffed with highly experienced seasoned experts in land acquisition. Each organization is capable of drawing on a legal staff capable of solving the most unique problems of tax law and estates. They would also be extremely helpful in setting up an independent trust to consist of the parks associati9nand city and county to serve as trustees for parcels acquired. For parcels acquired in fee simple this trust will also serve as a management agency. This function proposes to acquire lands for the preservation of many values to include visual importance, recreation, wildlife, continuation of agri- cultural use and to . preempt undesireable development all of which will be evaluated also on the basis of proximity to population centers. It does not encompass all public needs for land. I~e propose that lands for public buildings and employee housing be purchased directly and not be included in this program. CONCLUSION The attached flow chart illustrates the acquisition funding, selection, management and negotiation elements of the program: . --"'~"'.'- - -~...-._-_. LltlJ,;.~/edCf1'1.r.r~. ~n(/ItI#l~'1~ 3.f>~Z (!i;,/Hn-1I,PiJIt.r ,:t.! n 101 /. 11M;)' mtaJ vi!.CC-",(o/;S iJiJiJ I 'f:' I [(-'''''''1: a.",,",rf;~""" \~r'i ;~~ I 'A/J"Vde-fi()I4-1~,;<<,i,.r 4 iii'dl~q : <! /7;".1;; ::fi.",,;d,.,/r J 6."-'0",;;", . (JJ.,."Hii....'" In k;.,/) illdw/:/t/j I /.;""';'w"e;< !. . \ 2,1n-s/,4dt,6A;'k,/ ,. M,tro/leN o.U /1. ",:1:- 'h~~ .;!.I'(.i.'JrV~l..4nf'er&H4I . ~ 0.,);)'..: ./ ~.~ ~, ?,7 "O{~~ , "." I ,I i1'1:)(d. ... "-"....' <.e:,-:/ " Ir;-rcoc''C n. ..'. _ ! :.",CUI.l~,...Ct"",,:I.\,(,/ IJ:"K-W slid 1"iF"..w.:.tlCJ, ",_/""" ~II' .' LA...~,' ~.J ~~/.I.....,!'/'.'.OJ:'"!lR.~ 1.Jt>~-&~1 . "ro" ~"b""7 .....,. /-r: r.:;r..;',.;~c;" i Glf~ I -I :~,..k ;;;.:t L:u. 2/nv~~ ".,'2.","1& s.~"''::'OI'^~Iz'/e , , w';:~'V&>Hei (UIotll,7.e..fYII,t .\.f;':1;Jd:!.I1Jt~rt..~'~r N.~!I:;.J;~",..j,p, ,.11 . .j " f/'r:l;CJk?)__'.~,,!:_r,C1t/m.,10I1S" j, .:a,un'~~~P1.;r.. "'~ !Ia~1 a".",.,'I 3.S,.!<r' 4'";0: :u. " r-. ~ " J ; ( Memorandum Page Fi ve June 8, 1977 In order for this program to succeed, a commitll1ent of funds from both. City and County will be necessary~ With the County's payment in lieu of taxes and additional contributions from the County trails fund, and unused por- tions of the City's 6th penny, great revenues exist and when merged with the substantial amount of private money that could go to such a program the potential exists to preserve the entrance to Aspen, the open space setting between Aspen and Snowmass and certain big agricultural porperties in the County. '- / We recommend that certain specific actions be taken now. SPECIFIC ACTIONS 1. / Review and approve a list of candidate properties as proposed by the Parks Association. 2. Set funding goals. 3. Invite participation by Nature Conservancy and T.P.L. 4. Budgeting for 1978 (line item status). , PCPA LAND ACQUISITION COMMITTEE Proposed Acquisition List Northstar Ranch Route 82, East of Aspen, 166 A" Zoline Opposite the Pomegranate Inn Marolt ... Adjacent to the Thomas Property Opposite Cemetery Lane, with River Frontage on Castle Creek / Pabst SnowmassjCapital Creek Ranch Pfister Buttermilk area (276 acres) / Owl Creek (Mitchell) Between Buttermilk and Snowmass (1835 acres) Aspen One . Behind Courthouse, on River Front- age (58,900 sq.ft.) Vagneurs (a 11 ) Off Highway 82, towards Woody Creek Randa 11 Hunter Creek 1,000 Foot Frontage Little Clound (Stevens) (Little Cloud) Base of shadow Mountain (2 acres) Base of Smuggler (McCulloch and Hyman) Behind Smuggler Trailer Court, Adjacent to Silverking Benedict Gravel pit Hernstadt Between Brush Creek and Highway 82 J. Moore Opposite City Golf Course on Highway 82 Koch Lumber First Street and Garmisch Avenue Criteria on which the above were selected: Visual impact Streamfront greenbelt access Wildlife support capability Proximity to population centers Continuation of agricultural use Recreational use, active and passive Preventundes irable development ..i;,..... .~';"~ ec;:) <:;I~~'" ~';';:,"I"'" G:::~3 0q.~,~ f~,':;) ~3;.~ C~.;:.) G,1;J r'"""'>:'"'' "i,;,;;..;rJ :>-.<:~-:::J e;."S:f.l"";~ ~j"''''''''' €1"?,;;j , Il:~.::oi'i'~ ':';:'~-;'l'~ ~ . t<:~.-.. ~!I?~ :;,_':">"'.fif ,. ,~",.,..... ~',"',~:'-'l:" tl':,~'~~,) .~;,~ ~?"'MJ f.'e',:,;/1lf $~'1{J\i!it ",,"-,'..;$ :'. 1:".l;"'<.!"'~ (:;.;'f"?N'AIt e;.;-;>!';.>UIf li~~ 9,)0, ASPErt COLORADO 816B r;'J.' /'Q\!')1J '''')' , I',. "j'Fl' do;, .,1 .',. ~.;. .f:'-"" iF ~.!"l' '..J I', J, .. -'t:J .~:V. '\c'. 'u'" V,." .' .' [1 ""'....~,.. ..,',~-l:;';?~'" /(':}:/1 L.,~;~ ~~,d:f} ;~ ,,~).,):~;;,~ '.' l<;~~~f.~r~ ~:'.,,:/":: "'C~!; 19/1/77 PROGRAM STATEMENT LAND AND DEVELOPMENT RIGHTS ACQUISITION In recognition of the importance of open space to Aspen as a resort and as a community, the PCPA has established the Land Acquisition Committee to work with the City and County governments to create a program "' for the acquisition of undeve1op~d/(and and development 'rights. . A primary intent of the program is the fair compensation of landowners for whatever property rights are acquired. / funds from various Federal and State agencies, existing and The financing systems to be used will include new City and County programs, and private donations and gifts from citizens to the PCPA. Priorities for acquisition will compliment the interests of individual landowners and the judgements of the PCPA with the cooperation of the City-County Planning Office. The intent of the program is to create a continuing effort for open space acquisition instead of responding to acquisition opportunties on a last-minute basis, as exemplified by the City's purchase of Rubey Park and the Golf. Course. Hereafter, an orderly program for acquisitions will be encouraged fo move forward at a deliberate pace through the careful selection of desirable properties for acquisition and the choice of the hest funding technique for each case. An effort will be made to solicit guidance from the community in developing the program. The Committee will analize the tax implications of the program in terms of City and County income. It will assist landowners to study the tax . .. '. .- 2 advantages which can ,result from the purchase of land or development rights by public agencies, as well a~ the g~ft of such rights to a non-profit organization such as Park Trust Ltd. To the extent that its funds permit, the PCPA may directly acquire various property rights or purchase o~tions on land which may be acquired later by governmental agencies, private conservation groups or individuals who would like to make a gift of open space to the people of Pitkin County and its visi!9rs. The PCPA may also commission ./ appraisals, surveys, legal studies.~nd recreational development plans. The PCPA would like to be contacted by anyone with skills in these fields who mig).,t<:wish to contribute "\:ime to this program. / The Committee will evaluate the cost to the community for providing services for the development of a given area versus the cost of retaining it as open space. In addiiton, each acquisition will be studied in terms of its scenic .importance; potential or present recreational use; wildlife habitat; water quality, water rights ,and watershed significance; agricultural role; trail, road and housing implications; energy conservation and generation implications and whatever other factors might'relate to a change of use for a particular property. The PCPA is of the opinion that this .program can make a major contribution to the future social and economic health of the community. The PCPA is also of the opinion that this program will assist in the control of development and will do so in a manner which has the greatest potential for broad support I from the community. Anyone with information, opinions, services or funds which. may be used to assist this program is encouraged .to communicate with the Committee Chairman, Raymond N. Auger ,at 925 '1698. or Aspen Box 2841 . .. (, ,