Page 6 - Lozano Smith Property Checklist
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Obtain a soils or geological study, if potential problems are identified (e.g. liquefaction
                       risks, slope problems, etc.).

                      Consider having the site inspected to determine whether it contains any toxic or
                       hazardous materials.

                      Obtain an asbestos study and removal cost estimate for existing buildings.

                   Optional:  Clarify Political and Policy Issues.

                      Although an appraisal is not required, it is often wise to obtain at least one appraisal to
                       obtain minimum and target values, whether the district elects to share the appraisal or
                       keep it confidential.

                      Meet with key political players in City or County having jurisdiction to ensure that highest
                       and best use recommendations have potential for obtaining development approvals.

                      If possible, obtain information from City or County which outlines its approval process
                       (e.g., allowable densities and land uses, fees, exactions).

                      Meet with key homeowners’ associations and community leaders concerning
                       recommended development plan.

               III. Board Action Declaring Property Surplus
                   Although the Education Code does not require the District to adopt an initial resolution to
                   commence the process of whether to declare District property as surplus, as of January 1,
                   2020, the District must declare the property as “surplus land” or “exempt surplus land”
                   pursuant to Government Code section 54221(b)(1).  The declaration must be made at a
                   regular meeting and must be supported by written findings.  Generally, all school district real
                   property appears to fall into the category of “exempt surplus land,” but the District may wish
                   to consult with legal counsel for confirmation, as this is a new legal requirement.  Declaring
                   the property as exempt surplus land will mean that the majority of the requirements in
                   Government Code sections 54220, et seq., will not apply, except for the requirement to make
                   written solicitations to agencies to purchase or lease the property for park and recreational
                   purposes.  This requirement is discussed in greater detail in section IV.B, below.

                   The Board may wish to make the above declaration in a resolution, which action would be
                   preliminary to the later resolution of intent to lease or sell the property, and can be used to
                   trigger the offer of the property to other public agencies.  To do so, the Board can adopt a
                   resolution taking each of the following actions:

                      Consider the 7-11 Committee’s recommendations.  (Ed. Code § 17388.)

                      Describe the property to be declared surplus.

                                 Checklist for Sale or Lease of School District Surplus Property   4
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