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AGENDA ORO VALLEY TOWN COUNCIL STUDY SESSION JANUARY 31, 2006 ORO VALLEY COUNCIL CHAMBERS 11,000 N. LA CANADA DRIVE STUDY SESSION: AT OR AFTER 5:30 P.M. CALL TO ORDER ROLL CALL 1. PRESENTATION OF STATE LAND DEPARTMENT BACKGROUND AND MISSION STATEMENT 2. REVIEW OF ARIZONA STATE LAND PROPERTIES WITHIN AND OUTSIDE OF TOWN LIMITS, PROCESS FOR ANNEXATION AND PLANNING ADJOURNMENT The Town of Oro Valley complies with the Americans with Disabilities Act (ADA). If any person with a disability needs any type of accommodation, please notify the Oro Valley Town Clerk at least five days prior to the meeting, at 229-4700. POSTED: 01/25/06 4:00 p.m. Ih V1 TOWN OF ORO VALLEY STUDY SESSION MEETING DATE January 31, 2006 TO: HONORABLE MAYOR & TOWN COUNCIL FROM: Scott Nelson, Special Projects Coordinator SUBJECT: ARIZONA STATE LAND DEPARTMENT- BACKGROUND, MISSION STATEMENT, ANNEXATION AND PLANNING PROCESS SUMMARY: Prior to Arizona statehood Congress placed more than 10 million acres of then Federal land into trust. The State of Arizona was designated trustee, with the beneficiaries being primarily public schools. Congress intended that when Arizona became a state that Federal lands given to the state were to be administered by the state as trustee so that the state would maximize the benefits to the trust that come from the sale of urban undeveloped lands. In order to ensure the highest rate of return, the state is required by law under its responsibilities as trustee of the land to sell lands at auction, and to the highest bidder. Arizona State Land Department Mission Statement: To manage State Trust lands and resources to enhance value and optimize economic return for the Trust beneficiaries, consistent with sound stewardship, conservation, and business management principles supporting socioeconomic goals for citizens here today and generations to come. To manage and provide support for resource conservation programs for the well-being of the public and the State's natural environment. In the Town of Oro Valley General Planning area there are three areas of state land. Two of those areas are outside of the current town limits. They are the 4,620 +1- acres located north of Rancho Vistoso (Sun City area), and 640 +1- acres located west of Stone Canyon; the third area is located in the Town and is a 32+!- acre located at the southwest corner of La Cholla Blvd. and Tangerine Rd. For cities or towns to annex State Trust Land, they must follow the guidelines that the Department has set forth and must be consistent with the Arizona State Land Department mission statement. (The guidelines for Annexing State Trust lands are attached for your review). A major component to the annexation guidelines is planning; conceptual planning between the Arizona State Land department and local jurisdictions contemplates a variety of land uses for urban lands, and can include open space. Conceptual planning of State Trust Lands is in accordance with Arizona's Growing Smarter statutes. The Southern Arizona land department office has scheduled a conceptual plan for the Oro Valley area in fiscal year 06-07. From a historical perspective, the Town of Oro Valley has attempted to annex the state lands north and west of current town boundaries. In 1997 an application was submitted to annex the 4,620 acres of State Trust Land north of Ranch Vistoso, but that annexation was put on hold by the State Land Commissioner due to the Incorporation efforts of Catalina. In 2003, an application was submitted to annex the 640 acres west of Stone Canyon, but that annexation was also put on hold by the State Land Commissioner due to a pending Pima County Arizona preserve application. (Copies of both applications are attached for your review). Representatives from the Southern Arizona State Land Department will be available at tonight's Study Session to answer any questions. ATTACHMENTS 1. Annexing State Trust Lands- Guidelines for Arizona's Cities & Town's 2. Map of State Land parcels within Town of Oro Valley General Planning area 3. 1997 State Land annexation application 4. 2003 State Land annexation application Scott Nelson, Special Projects Coordinator 7 i ' 1 Chuck Sweet, Town Manager ❑ ❑ ❑ ❑ ❑ CI �. 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State Land Parcels & Year of Annexation Application .N ior ik Q,---„ii„:„....L., 32-acre parcel within Town limits Oro Valley Town Limits �o�AL�� 1 t� t 177•i 1997 General Plan Area w - E 2003Ills SFRv`c as& State Land Parcels within Oro ValleyGeneral Plan Area January 24,2006 1997 State Land Annexation Application //r"--:%''' ''-':>\\ ,...j AriZ on:: ria-i-r tanh Dual-in-1mi r"..'.."..".• -. \_ •� 1616 WEST ADAMS e ` �t PHOENIX,ARIZONA 85007 JANE DEE HULL J.DENNIS WELLS GOVERNOR STATE LAND COMMISSIONER DATE: 9-12-97 APPLICANT: Town of Oro Valley ANNEXATION NO. 97-9 PURPOSE: Annexation of State Trust Lands PRESENT LAND USE/CLASSIFICATION: Grazing LOCATION: Generally N. of Rollins Rd. and West of Hwy. 77 LEGAL: Various SECTION: 5 TWP: 45. RNG: 13 E & RNG. 14E. COUNTY: Pima TOTAL ACRES: 4,620 The Town of Oro Valley is requesting approval from the Arizona State Land Commissioner and State Selection Board to annex 4,620 Acres of State Trust lands located in Pima County see the attached Legal description. Located in Pima County. _ ___ Arizona Game and Fish Department X ASLD Agriculture X ASLD Right of Way Section _ MCDOT-Planning 1X__ ASLD Sales Section ___ __ - City Mayor X ASLD Water Rights Management Section City Planning&Zoning Dept. X__ ASLD Forestry Division - County Administrator —.X.— ASLD Drainage and Engineering Section __L Pima__County Board of Supervisors County Planning&Zoning Dept. X_ ASLD Range Section __ Arizona Department of Transportation __X__ ASLD Minerals Section —. ASLD Economise .. Other - - --- _- ----- _ _- ASLD Planning and Asset Mnet ec:lon The State Land Department 112.s received the abo\'L-subject application and will process 11 on its Merits. We would ap oreciate any comments which you might elect to submit \',-itniIl 15 days so that the Department mi:' t consider them in making its decision. See enclosed application and maps. Sincerely, - - Comments: (77%'7/1(7/' 7/7a--'7v-74;------_,.) . _____ ' Gordon . aylor, Planner Planning and A-sset Management Section ____—_—__--- ----------- _-.-- ____-- -.--_- (602) 542-2647 GST;'dde — - - — -- - -- -- — -- ------- Enclosure No Comment - Unfavorable ._ Let's Discuss (f.fonn610-div lir) Of �/ia -.••ice�� ►,1' � v a - : . TOWN OF ORO VALLEY • : 11000 N. LA CANADA DRIVE �-1-�,t. • : ,q ORO VALLEY, ARIZONA 85737 z ..' a/7. - Administrative Offices (520)297-2591 Fax(520)297-0428 °UN D Eo 1g September 12, 1997 Mr. Dennis Wells State Land Commissioner 1616 West Adams Phoenix, Arizona 85007 Re: Oro Valley's Request for Annexation of State Land Dear Commissioner Wells: On September 12, 1997, the Town of Oro Valley filed the necessary blank petitions, map and legal description for the annexation of 4,620+1- acres of state land located adjacent to and immediately north of the Town's corporate limits. This action is a follow up to our previous discussion on September 8th in which I indicated it was the Town of Oro Valley's intent to file said annexation maps. As discussed with your office and Mr. Tony West, State Treasurer, it is imperative that the State Land Selection Board meet in early October 1997 to take action on this application for annexation of this state land into the Town of Oro Valley. The State Land property for annexation into Oro Valley is described as a Master Planned Community in the Town's General Plan which was just recently updated in July 1996. As you are aware, there are other significant events occurring in the Pima County area in regard to incorporation and it is the Town of Oro Valley's position that it is in the best interest of Oro Valley and the State Land Trust that this property be part of the Town of Oro Valley. Thankou for your attention to this request and 1 look forward to working with Y your staff and meeting with the State Land Selection Board as soon as possible. Sincerely, , , 1 f Chuc Sweet Town Manager attachments (3) c: Oro Valley Mayor and Town Council Michael Phalen , Manager Planning & Asset Mgmt Section, State Land Dept. Gordon Taylor, State Land Department Dennis Cady, State Land Department, Tucson Office TOWN OF ORO VALLEY, ARIZONA ANNEXATION PETITION TO THE HONORABLE MAYOR AND COUNCIL L OF THE TOWN OF ORO VALLEY, ARIZONA: - one-halfor more in value of the real and personal property the undersigned, the owners of subject We, � 'n real andpersonal property that would be su j and more than one-half of the persons owning Valleyin the event of annexation within the territory proposed to taxation by the Town of Oro to the corporate limits hereafter described, said territory being contiguousp to be annexed, which is territoryproposed to be annexed Valley, with the exterior boundaries of the p p of the Town of Oro �� �� ade a art hereof, request the Town shown on the map attached hereto, marked Exhibit B and m p territory, provided that the requirements of Valleyto annex the following described to y, of Oro - Statutes, and amendments thereto are fully observed. Section 9-471, Arizona Revised The of the territory proposed descriptionosed to be annexed. not already within the present limits of the Town of Oro Valley and located in Pima County. Arizona, is as follows: See attachedlegal legal description - Exhibit "A" PROPERTY ADDRESS OR PARCEL NUMBER NAME OF MAILING OR LEGAL ADDRESS PHONE NCS. DESCRIPTION DATE PROPERTY OWN ai b Ei O ¢ Z Z X W ; 1( sl cc 0 CY N O- Z "t r� Q ~• 'a CC, N CY CY < U W Z WJ --'rW . Z I` a`+ �' c p Z > > W LJ N _„) rf _ O F- >- _ J J -- .-- Q Ni 0 z o El I- = Li_ o Wj EXHIBIT "A" LEGAL DESCRIPTION TERRITORY TO BE ANNEXED TO TTOWN OF ORO VALLEY PORTIONS OF SECTIONS 1 , 12 & 13, T. 11 S. , R. 13 E. & PORTIONS OF SECTIONS 5, 6, 7, 8, 16, 17, 18, 20 &21 , T. 11 S., R 14 E. In Township 11 South, Range 13 East, of the Gila & Salt River Meridian, Pima County, Arizona; The East One-Half (E 1/2) of Section 1; The East One-Half (E 1/2) of Section 12; The Northeast One-Quarter (NE 1/4) of Section 13; In Township 11 South, Range 14 East, of the Gila & Salt River Meridian, Pima County, Arizona; All of Section 5; All of Section 6; All of Section 7; All of Section 8; That portion of Section 16, Laying Westerlyof the Easterly - - of Right of Way th., Tucson Florence Highway-Az. 77; All of Section 17; The North One-Half (N 1/2) of Section 18; That portion of the Northeast Quarter (NE of Section 201/4) , Laying Westerlyof the EasterlyRight-of-Way 9 y of the Tucson Florence Highway-Az. 77; That portion of the Northwest Quarter (NE of Section1/4) 21, Laying Westerlyof the EasterlyRight-of-Way of 9 ythe Tucson Florence Highway-Az. 77; Total = _4,620 .- ' ' • Area + Acres. � �'- _•�-». 1,. 4Lt 2003 State Land Annexation Application N\_‘--EY0 qR TOWN OF ORO VALLEY 0 4 .. Y fi • 11000 N. LA CANADA DRIVE ORO VALLEY ARIZONA 85737 41. Administrative Offices(520)229-4700 Fax(520)297-0428 www.townoforovalley.com °UN D Eo 1g April 17, 2003 Mark Winkelman Arizona State Land Commissioner Arizona State Land Department 1616 West Adams, Room 305 Phoenix, Arizona 85007 Dear Mr. Winkelman, 9-471 the Town of Oro Valley is hereby submitting the To comply with A.R.S.formal request to the State Land Selection Board for permission to remainder of its q , We understand Section 16 currently abutting the Town of Oro Valley. annex State Land t are in effect covering the annexation of State land. This the procedures tha currently iscovered in this attempt to clearlyconform letter is an p to this process. Though it that the Town of Oro Valley I would like to take this applicationopportunity to state uest for this State Land to be considered for an A.P.I. supports Pima County req designation. Purpose of the Annexation The Town of Oro Valley desires to annex the identified State land because we believe the State are in the best position to work cooperatively to ensure that the town and to Oro Valley. of this resource for optimum benefit to the State and y sensible management a its western quadrant, the identified State will la landplay As the Town developsof the Growing role in a balanced approach toward meeting the requirements significant pp �ci al boundaries between Smarter Legislation. This annexation would also close the municipal the Town of Marana and the Town of Oro Valley. Statementpotential of benefits to the Trust best use of this State Land will be determined through extensive The highest and planning processes. It will be of benefit to the State Land to join a dynamic community whose priority is a commitment to balancing economic development and the natural environment. Map of Annexation area Included in this letter as Attachment A and Al is a map of the State land requested for annexation consideration. State land is depicted by yellow highlight as indicated on the attachment A map. Complete Legal description All of Section 16 in Township 11 South, Range 13 East, Gila and Salt River Meridian, Pima County, Arizona Existing County zoning The State land within the annexation area is zoned Pima County zone RH (Rural Home stead) which allows for one home per 4.1 acres. Proposed zoning Once the State land is annexed into Oro Valley, the Town would translate Pima County zoning(RH) Rural Homestead to Oro Valley zoning R1-144 with conditions, pursuant to ARS 9-462.04 (e) (Attachment B).However the Oro Valley Mayor and Council at their May 28, 2003 regular council meeting plan to consider this section of State Land as Open Space designation for the Oro Valley General Plan update. It is the Town's intent to then take the entire Plan, to the Voters of Oro Valley for ratification in the November election. Any County Overlay Plan While there are no formal overlays by Pima County, the section of State Land proposed to be annexed is subject to the Sonoran Desert Conservation Plan being proposed by Pima County(per Attachment C), and is in an A.P.I. application before the State Land Commissioner. The Town of Oro Valley supports Pima County request for this A.P.I. designation. (Per Attachment G) General Plan (map & description) The General Plan map for State Land Section 16 designates this area as (RLDR) Rural Low Density Residential and is depicted in Attachment D. Legal access to Trust property OR future planned access State Land Section 16 has no public access except through private roads in Pima County or through a gated community road in Oro Valley. Is the area in an established water service area? If not, will status change after annexation? This State Land is not in an established water service area. This status would change if the State Land is annexed into the Town of Oro Valley, by automatically becoming part of the Oro Valley water utility service area. Existing water infrastructure for potential development Currently there does not exist any water infrastructure within this State Land parcel. Oro Valley has existing water infrastructure in the section of land immediately adjacent to the east. This system could be extended and enhanced to provide water to this State Land parcel. Available sewer infrastructure As mentioned above the section of land immediately east of this State Land parcel has sewer infrastructure which could be extended to State Land. Any capital improvement plans or program to improve infrastructure Currently there are no capital improvement plans for this area. Existing land uses in vicinity The existing land uses in the vicinity of this State Land parcel are either vacant land or rural low density residential, and is illustrated in Attachment E. Development trends in vicinity The current development trends in the vicinity of this State Land parcel are(RLDR)rural low density, and is illustrated in Attachment F. Physical opportunities and constraints which may influence land use Much of the State Land in this request is rugged and mountainous in nature and has areas of intensive flooding during the summer monsoon rains. Copy of City/Town Council's Resolution of Intent regarding the proposed annexation A copy of the resolution to be considered at the October 02, 2002 Town Council Meeting is included as Attachment H. Copy of blank petition to be recorded Included herein as Attachment I. Copy of map to be recorded Attachment A & Al contains the area of land to be annexed. Sincerely, e-6364---cL- Scott L. Nelson Special Projects Coordinator cc: Kathryn Balzano, Arizona State Land Department Chuck Huckelberry, Pima County Administrator Sharon Bronson, Pima County Board of Supervisor Chairman Mayor and Council, Town of Oro Valley Enclosures 3DVd )1008 6 A o t;3 . 151 tt,h i Ig a- E4 .,-j dit t v c Q Q R i- 1 a -- ! a'` es'. !ii bi6w a ts b i c4 co c4.4 0 v!ts 61 C4 o AS Li '... i 11 * X,X I g ili i r4 - i !3 7 ?,42 . .3 1 8 - 8 — 4, 2 t d, nb bl ' 0 E--; E 7.5 z pi i Q c '''8 LZ i cti) I- i �> i <'- I ril � r Q < 1 O I g a , fi; 1§ 1 0 1 Sqgb ' 1181SW1b6 1 II 5 WI1 w .il sd 5 r ,,, T----'N\ f g ,,, > , , J`/moo. ' O --. ce. :,, ( -----* , ,.,.o .7::: ___ ,,, i.7,........_ kt k :,.(kIll .,-.:,; 6 \-,,,t.;7- 7. tc a (kr e,-; I Z ''' '.1111 / ! \..C;IY'''' I --' .<<' (Z4/ I. ti. \\\`',,,,,'‘...,,::..t.,,,,)3______L,) //iv, sr'..- I - I 4 \.:s.„.(A -- 4., g`,N_ \ : ,-,Li, ; 'g ri, tn 1tTTId O110 10 IirQL EEL 10&W[rI iSl►'igdB00 IlX > A > > » 0..0�Z'C Al,1x.00 N(S,V oo 0'OQ) P.' F Z. i W I 11 I ts ig li R 1 ,i 11 6 I I It t ,t 1 t. 1 H j $ d vJ i I I! ,,, I 1 xi 1 i IE ( ore) ,,10'OQZS' AI,470.00 N lrrzu on io moi ZELL JO SUM ELY UN • 11S13E08 11S13E09 11 S13E10 • • • ■tt • ■ ■ sisal8!■mmaaa•■���a�o��■!if■as•a■s•at� 11S13E17 11S13E16 • • • ...._... -.._.-. __.�!■�■■tO1as•ai�■■�!1■!!lS is aaa■!■O i!■aati • i 11S13E20 11S13E21 11S13E22 Oro Valley Annexation State of Arizona Land - To\nsni Q 11 South 1 .� E�. st �..,ecti n Annexation Area Attachment A ......................"-......^.-.. 1 ............................. ------ 1 • It ,-- ,'''.. : "• t '' .••- - ,, : i: . .- •-4,, ' : - . t, . _ • , ; , .., + ., ' ,_ it;ii.,,,..ke..,,ra,..,...,..,,,,,,,s.t,„,,,,,,,,,,,,,r,,,.,„,,,,,,,,,,,,,,„,„.„,,,,,to,,,,,,,,,v,c,,,,,,-,..„.„.„_„,.,,,-,,,,,,,,% 1•a,„,a-,,,,,,a,..f",....0..--,,''''''''''---'''''''''"—-'''''''''''''''''.Z‘4:-,,,:::---,-..,--..• •------,,,-,,,---7,---, —---- — — - , , ,..;''',.„•-•-'°.;,': •••''--;,'"--,'''''."- , ._,„,„,_ ,_- ••..., . . •,_,.,-,, _ ., , , •-. ,_`°,--,.,-,,,:',..-,4.,-,:-',1•-,4°,. : ,,,-,'",---. -,..,,,,,,,"-•'•,-,••;,,,,,,,,,',,,,..„, ;° 1 '' 4'-' .'.5,-,,--,,,„,,,- i....--,,,,:,,., -• ;*-',-,2';'-_,:,t",,''-',--"::.:-?•:'-':','-:',--:;:',,,',''',1 , 1 1 '----------- --- Zoning Code Translated to 1 _ ' .4•:i ---: --- --------' ------------—I R1 -144 , $ ------- ; 1 „1 „,,„-.,--- ,..1 , .. ..4 • -3 .,... 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N 1 ' ..,'---".— • - ' '-'•-——--7----; ./.,-------------7------------7------- ..,/ ,....._,_.,1 -.-- • , , • I 1 , \ i —•Oro Valley Town Limits ‘, \ ,,,. , • Parcels ••• • •••-• • .._____,.....__________, State Land Arizona Preserve Initiative Petitions(5-14-02) ojCatalina State Park Expansion . : ,..„: i• • : ' Tortolita East Biological Corridor - CS7Tortoiita Mountain Park Addition ,,..„,--- , •-_, .; r.....— :- -------k- — --• .----7 .---7. MNAME .TORTOLITA MOUNTAIN PARK . . • , \ . ' : =Priority 1 Acquisition ,------i--1- - -., _ -, T-_7.-Priority 2 Acquistion . . Pima County SDCP Conservation Lands System -------' : .. ''. IMPORTANT RIPARIAN AREAS • , . : • 1 BIOLOGICAL CORE - . , , ----,-----'--- -•-" , _ _ : MULTIPLE USE OR RECOVERY MANAGEMENT AREAS Oro Valley Annexation Map State of Adzone Land - Township 11 South 13 East Section -18 I ' ' Environment & Conservation nformation Attachment C T �3'ri•-'. • I �rrr,r■r■■�rsrr■■rrssa�sr�■rss■rrr■rrrsr�s■� r ■ F , / •T. i■■�sr■�■■�r.r�ra�..�i�gila�wgis��s}f■� General Plan Update New Designatioi Medium Density Residential(2.1-5 DU Resort/Golf Course Public/Semi-Public1 Rural Low Density Residential(0-0.3 DL High Density Residential(5+DU/AC) Neighborhood Commercial 1 Oft _School Low Density Residential(0.4-1.2 DU/AC Mixed Use Neighborhood Community/Regional Commer National Forest Low Density Residential(1.3-2.0 DU/AC Master Planned Community : w"Commerce 1 Office Park Open Space Out of Planning Area Park Valley Annexation Map State of Arizona. Land - Township 11 South 13 East Section 16 General Fan (2001) Attachment D ..,,,,„.,,, _..,.....„ ,, ,,.,,,,, ...,....-.,. ,..,.... ..,„,,,,,,r.....•,......_. _ _ _ _______, , Existing Land Use by Parc Resort Resort Open Space MIN Vacant -41,4---,--,,,-'-,':;4&4,,,- ,...........• ..- .. . Single Family Residential Nu CommerciatRI Parks,Recreation and Gc Unclassified/Private,General ;:;,4.';:-'.•-.,:-, Residential,Multi-Family EN Airport IIIII Public/Semi-Public .____I Out of Planning Area 74 40,,,,,i'-,4,1-7,4-',C.',er,,,:•,--1*Iff!'''' . , •, _ - -7,::::,,,''''' .. .. ' .- '.. . . . . '_,....., ,-.1w,,AR-- • . .. • - . .; . - _ . ,-,r,z3.N.,:,-,i. — • : ' ' . , . .. ..,,,,,..',.. ::::•;•:,,--5:::--,••-'-‘-: • ?0,.,-,- - - . . ._ ... . _ . . . .. _, . . . . . • . • 2, . . . , . . ... .. _ . , , ... . . . .. . .. . . , .. . • . ._ ._ . . . . . .... .. . s. ... • . .... . . ......„ • . . .„. •• . . •. ., . ...: .... . . . . ,. . • : . , • „ . . . . . . . .. . . . . , . .• ., , ,, ., . -•. : - .. . . • • - • . . . . . . • • . . • . . . . . . . . • , •. • ••..,. _ . , . . . • • • . , . . . . , . . • • . • . . . . .. . • ' . . .: .. ., s . . . .. • • . . • .. . . .•• .•.• ......,.... 2.•....... ......„....... ,.... ...... ,.......... 1 , • - . . . . . . • . • . . . , . , . . . . . . . , • . , . , . . . .. • ., , . . . . .- . .. , . . . . . ... • . • • . ._ • ___IllpieuiL_______. . . ' • . * - . ..--• ...._,.....,_, F ...........„.,........... ,.. .•,—.•.....•.,..•...... ..dhil 0 it , , ,,.. • . , . _ 111111 .._;.' . • .::: - • -- . Ma „afaijoi I II .• . • . ... , • • . .., . • .. , . .• . . . , , • ..„.„...„.. 1 . . • . - ' -111111 III .. . 111 11111 1 111111....111111 =I ill Oro Valley Annexation Map Stat,,, of Arizona Land - Township 11 South 13 East Section 16 Existing Land Use Attachment E 1 11 ---- Oro Valley Town Limits Parcels Developments Subdivisions I 1 I Annexation Area Stone Canyon Development Potential Saguaro Canyon Development 1 r-. 1 f . ; , 1 --------. : i : : : 1 ' .._....-- , . -1-41-4V1*-Zif4K ; :°..,,a aillieill -- - ._ Oro Valley Annexation Map State of Arizona Land - Township -I 'I South 13 East Section 16 0 ‘,. Development Trencis Attachment F _ . 1 • 1 ATTACHMENT G 0-EY • / Q' TOWN OF ORO VALLEY p_1 �,4. ,.,. 11000 N. LA CANADA DRIVE ORO VALLEY, ARIZONA 85737 _ Administrative Offices(520)229-4700 Fax(520)297-0428 , "14::71 www.townoforovalley.com • ENDED February 26, 2003 Ms. Lillian Moodey, Manager ARIZONA STATE LAND DEPARTMENT Land Conservation and Transfer Section 1616 W. Adams Phoenix, AZ 85007 RE: API Petition No. 35-105026 Comments Dear Ms. Moodey: The Town of Oro Valleydoes not object to the designation of lands referenced above suitable for conservation purposes. In general, this supports our position as expressed to the Commission in our letter dated February 20, 2002 (Attachment 1). It is also supported byour General Plan Update Land Use Plan for this area pp (Attachment 2). p The Town has expressed interest in the annexation of Section 16, Township 11 g South, Range 13 East, into the limits of Oro Valley and a formal annexation is forthcoming.forthcomin . Annexation of Section 16 would help square off the boundaries of the Town which is in keeping with the Town's annexation policy and will not conflict with the requested API petition. Sincerely, TOWN OF ORO VALLEY Paul H. Loomis Mayor Attachments i Off. • .: ,. '�;2 TOWN OF ORO_ VALLEY 4 • - - . • - P- 11000 N. 44LA CANADA DRIVE 4 : ORO VALLEY,ARIZONA 85737 • "' Administrative Offices(520)229-4700 Fax(520)297-0428 A- 7. .T.-. ,.t...:-..-.-:_,.... .y-. . www.ci.oro-vailey.az_us 'JUN February 20, 2002 Michael E. Anable State Land Commissioner 1616 W.Adams Street Phoenix, AZ 85007 Dear Mr. Anable: Thank you for the opportunity to comment on thea application submitted ubmitted by Pima County to reclassify over 9500 acres of State Land for conservation purposes. The Town of Oro Valley shares enthusiasm and support for the Tortolita Mountain Park in its totalityto pp majority of the request. Enabling would be become a preserve through the Arizona Preserve Initiative(API) a tremendous accomplishment and areat asset to the 9 State of Arizona. The Tortolita Mountain Park Plan (TMPP)was adopted in 1997 and includes its expanded boundary. The pendingrequestp a total of 6118 acres with from Pima County includes an additional 3441 acres that is not within the adopted Plan boundary. Although the additional area has been referred to a possible biological corridor, its inclusion in this request est poses some questions and concerns. First, if the primary purpose of this effort is to secure the beauty upland area, the area defined bytheadopted and pristine value of the Tortolita Tortolita Mountain Park Plan accomplishes this. Lands outside the TMPP area do not share the same characteristics topographically or biologically. Second, certain lands outside the TMPP boundaryfront onto for commercial and industrial development State Highway 77 which are designated in our adopted General Plan. Much of the frontage along Highway 77 has already been developed and includes a school, solid g numerous retail establishments and recentlyapproved waste transfer station, churches, housing developments. The Town's desire is to ensure the integrity of our General Plan and provide appropriate land usela p nning. Third, the Town is still interested in pursuing the annexation of State Lands within this area. Our goal would be to achieve the right balance of preservation and land use based on proven principles. We are concerned that inclusion of additional lands not contemplated in the Tortolita Mountain Park Plan ma restrict our options for annexation as well as thwart our desire to carry out our General Plany Plan. Lastly, The Town is more that willing to work out a logical wildlife Mountains and the Catalina Mountains to address the goal corridor between the Tortolita al of Pima County's Conservation Plan if the State Land Commission has interest in designating such lands. Thank you for accepting our comments and we would welcome continued dialogue on this issue. Sincerely, 7::,,t, :7.......0...ee:; -....._____, Paul Loomis Mayor Attachments ATTACHMENT H RESOLUTION NO. (R)02- 91 A RESOLUTION OF THE MAYOR AND COUNCIL OF THE TOWN OF ORO VALLEY, ARIZONA, REQUESTING AND STATING REASONS FOR ANNEXING CERTAIN STATE LANDS KNOWN AS SECTION 16, TOWNSHIP 11 SOUTH, RANGE 13 EAST, GILA & SALT RIVER MERIDIAN, PIMA COUNTY,ARIZONA WHEREAS,the Town of Oro Valley, Arizona intends to annex that certain property owned by the State of Arizona and located west of and adjacent to the current town boundaries of the Town of Oro Valley, Arizona, and; WHEREAS, the annexation of this certain property owned by the State of Arizona lies within that area known as "State Land, Section 16,"will enable the Town to pursue the gradual squaring off of the Town limits, thus eliminating county islands and peninsulas and yield an identifiable logical boundary for the Town, and; WHEREAS, this proposed annexation will be consistent with the Town's adopted General Plan and Policies and the planning area as identified in the Town's policy for the annexation of unincorporated land. NOW THEREFORE, BE IT RESOLVED BY THE MAYOR AND TOWN COUNCIL OF THE TOWN OF ORO VALLEY, ARIZONA: That, it is determined to be in the best interest of the Town of Oro Valley to pursue annexation of state lands located west of and adjacent to the current town boundaries of the Town of Oro Valley, Arizona in the area commonly known as "State Land, Section 16," and as shown on the attached map marked as "Exhibit A." PASSED, ADOPTED AND APPROVED by the Mayor and Council of the Town of Oro Valley, Arizona this 2nd day of October 2002. , !/ , Paul H. Loomis, Mayor ATTEST: de.z4J4-L; Kat E. Cuvelier, Town Clerk APPROVED AS TO FORM: rl ' 41J, g)L3-`- [6 ( Din L. rudley, Town Attorney v ATTACHMENT TOWN OF ORO VALLEY, ARIZONA ANNEXATION PETITION TO THE HONORABLE MAYOR AND COUNCIL OF THE TOWN OF ORO VALLEY, ARIZONA: We, the undersigned, the owners of one-half or more in value of the real and personal property and more than one-half of the persons owning real and p y personal property that would be subject to taxation by the Town of Oro Valley, p y Arizona in the event of annexation within the territory proposed to be annexed, which is hereafter described, said territory being contiguous to the corporate limits of the Town of Oro Valley, Arizona with the exterior boundaries of the to be annexed shown on the map attached hereto, marked territory proposed Exhibit "B" and made a part hereof, request the Town of Oro Valley to annex the following provided describedterritory, that the requirements of ARS 9-471, and amendments thereto are fully observed. The description of the territoryproposed to be annexed, not already within the p present limits of the Town of Oro Valley, Arizona and located in Pima County, Arizona, is as follows: LEGAL DESCRIPTION — See attached Exhibit "A" Of territory to be annexed to the Town of Oro Valley Known as State Land — Section 16 PROPERTY ADDRESS NAME OF MAILING OR PARCEL#OR LEGAL DATE PROPERTY OWNER ADDRESS PHONE# DESCRIPTION AFFADAVIT TOWN OF ORO VALLEY, ARIZONA ANNEXATION - 640.00 acres Known as "State Land - Section 16 property" Personally appears before me, Kathryn E. Cuvelier, who, first duly sworn, deposes and says as follows: 1. I make this affidavit of my own personal knowledge. 2. I am the duly appointed Clerk for the Town of Oro Valley, Arizona and I am qualified to make this affidavit on behalf of and for the Town. 3. I have made a diligent search of the records of the Office of the Clerk of the Town of Oro Valley and of the Office of the Pima County Recorder for any annexation filing which might involve territory sought to be annexed in the Town Annexation Petition, which is filed herewith, with exhibits, in the Office of the Pima County Recorder. 4. I hereby affirm, pursuant to ARS 9-471(A)(6), that no part of the territory for which the attached Annexation Petition is filed is already subject to an earlier filing for annexation. FURTHER AFFIANT SAYETH NOT. Kathryn E. Cuvelier, CMC Town Clerk SWORN TO AND SUBSCRIBED before me this day of Notary Public for the State of Arizona My commission expires: EXHIBIT "A" LEGAL DESCRIPTION Of territory to be annexed to the Town of Oro Valley Known as State Land — Section 16 All of Section 16 in Township11 South, Range 13 East, Gila and Salt River Meridian, Pima County, Arizona. Total Area of Annexation = 640.00 +- acres. James L. 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'''::- .::;: le r an -i ,,,..n,__„.._--.. annin rocess The Urban Lands Act,enacted by_the Arizona I B.The project manager and other Department staff 1 d.Local development policies Legislature in September 1981,established a new a collect data to determine if the land is suitable for e.Infill or urban sprawl framework to increase the value of Trust lands in { planning at this time. f. Market trends iirr,an areas throltgh quality zoning g.T ' T .__ ._.�__'i`---_�1 planning and local L:::t:�i�. ruielludi revenue ID the Trust. The Act also includes provisions for planning and s C.This information is included in a Report and After •considering the oral and written testimony developing self-contained community sites. Recommendation to the State Land Commissioner who received at the public hearing in light of the statutory Three key concepts summarize the purpose of the may then designate the land as being under requirements of A.R.S.37-332 the Commissioner Urban Lands Act: E consideration as urban land suitable for urban q �)' • Plan and develop Trust lands in cooperation with planning by Order in accordance with Arizona Revised may classify urban lands as urban lands suitable for planning(by Order). local government; Statutes(A.RS.)37-332. • Provide for quality growth and development on Trust lands; i D.The State Land Department will then give a notice Establish zoningprior to leasing,sellingII. GENERAL PLAN- . • or of intention to classify the land as suitable for planning exchanging trust lands. = to existing lessees,local planning authorities and The URBAN LANDS PLANNING PROCESS has property owners within 300 feet of the designated ! A.The Commissioner will cause a general plan to .four primary phases:Classification,General Planning, urban lands and will give notice to all existing lessees be prepared. Development Planning and Disposition.Manyof the of State land within the boundaries of the area under 1.The State Land Department will cooperate with P g P steps within thisprocess run concurrently.One consideration,that such a designation may the local planning authorities in the development of a P • ° subsequently result in a reclassification of the subject general plan. Project Manager is assigned to each project to provide 2.In with all affected local planning coordination throughout each phase of this process. State land. conjunctionP g i authorities,the State Land Department will hold a E.Thereafter a notice of public hearing will be public hearing to discuss the proposed general plan. I. CILASSIFIICA.TION published in a newspaper of general circulation and a Issues under discussion at this hearing include: 1 A. public hearing will be held to allow interested parties i 1 a. Types and compatibility of land uses The State Land Commissioner may initiate the facilities and services on acts the opportunity to submit written or verbal testimony 1 b. Impacts public process OR an interest party may file an Application on the suitability of the lands for planning.Apartial list 1 c. Qualityand quantityof water to support the For The Classification of State Lands as Urban Lands pP of issues discussed at the public hearing includes: proposed development Suitable for Planning with the Department to begin the a.Natural land features f • process for specific Trust lands.Before filing,we d. Potentially hazardous areas(i.e.,floodplain, encourage you to visit with the Urban Planning staff to b.Existing and proposed public facilities airport influence zone,geologic unstabilities) c.Quality and quantity of water discuss the status and potential of a particular parcel. '1TV:P:1 ;:Z;WO,ffM:4, fj..affM,,T4fgg:VZ,afWar. -, --s,--,- ,twf....--.21;,- ,..:,4V;..,..Z5,. ..W.A4k...E-fi:::,, ,,.V,I; ,,,,,Ifietr,j5tAfitei ,W;1*.,-ceggi:ilf-41traPt.;;WaitOS.Mg‘--7158kg,7"'Wg1,64AWAla.;W: ta3,-44,f*,,• g.::.--,..---7 ,---7--7:---:,_:--=,-,4*- -,--ftxt?'•',,fir,,,-,1, 17.',--t3--',kS7x,--:igit:',WA=W.4''''- -s'rf,,':-tt-.7-I.W,:•:$,F.1 -Vgg,'"45algcrliZ,44.Wn‘-j=g4M;frVi2,1M. V4,i---47,A::.;*. gir:5',F0-,74Ex&•%51XSI.;!v.4?-5.4,-,: e.Open space and recreational areas Department advertises for bids through the Request discussion at the public hearing include: 1. Natural areas,wildlife habitats,archaeological sitesfor Proposal(RFP)process and selects the lowest and , 1.Provisions for allocation and location of specific best proposal from among the qualified applicants. or historic sites and structures that should not be uses of the land,including residential,commercial, developed or disturbed 2.Planning Permit-This method is initiated by an industrial,recreational or other appropriate uses interested party who may file an application for a g. Timing of development 2.Provisions for acceptable densities and planning permit for the purposes of preparing a normal concentrations of designated land uses h.Other considerations deemed relevant by the development plan.The permittee pays all development Commissioner and local planning authorities. 3.Provisions for the timing and rate of planning costs and is reimbursed for approved, B.The Commissioner may waive the preparation of a documented costs if he is not the successful bidder at development general plan ifauction.A schedule of reimbursable costs is approved 4.Provisions for the delivery of an assured water : by the State Land Commissioner prior to issuance of a supply as specified in title 45,chapter 2 • such an action would be in the best interest of permit. I 5.Provi the Trust sions for public facilities and resources, NOTE:Under either method,the consultant or the including water supply delivery systems,wastewater • the proposed use and classification of the permittee must complete a Department specified collection and treatment systems,parks and public urban lands are consistent with the local Scope of Work while working closely with the recreation facilities,school sites,roads and other . planning authorities'development policies;and Department and local jurisdiction in the preparation of elements of a transportation system and other • the local planning authorities timely provide the development plan. necessary facilities and services the assurances required by A.R.S.37- B 6.Provisions for needing zoning and other land use B.Some products or services that may be required as part of the development plan preparation include: control mechanisms C.When the general plan has been approved,or 1Area study 7.Provisions for resource conservation and the use . waived,the Commissioner may designate the land .lana Siteyss of alternate sources of energy suitable for a development plan(by Order)in 2. 8.Other provisions deemed relevant by the accordance with AIS.37-334. 3.Survey by an Arizona Registered Land Surveyor Commissioner. 4.Market analysis D.After considering the oral and written testimony IIIpril Tri- tAnsurik..TT -DT AV 5.Special studies received at the public hearing,the Commissioner may . in. v ELLA/1 IIIILL111 I I A A-li I 6.Alternatives and a final development plan approve the development plan(by Order)in A.The Commissioner may cause a development plan 7.Report with graphics accordance with ARS.37-334.After the development to plan has been approved,the Commissioner may also Department.A development plan may be prepared by be prepared or one may be submitted to the 8.Rezoning through the local jurisdiction's process. reclassify the land consistent with the development one of the following methods: C.The Department will hold a public hearing I plan(by Order)and cancel all existing leases per A.RS.37-334 and A.R.S.37-290.This lease cancellation 1.Consultant Contract-The Department uses (subject to all noticing and publication procedures)to secures the preferential right of an existing lessee to appropriated money to fund the planning work.The discuss the proposed development plan.Issues under .. ,A, ,, t ' ing t I ocess Phases of the Urban '- 'nds !Ilan- 1 4 6 Weeks Established Hearing Date I 3 Months 3 Months 1 I DESIGNATE Urban Lands as being under consideration for classification as:Urban Lands Suitable for Urban • Planning I ! —Commissioner initiates cuissn Urban Lands as OR Application filed Suitable for Planning tAt.ittil*Tliiiii: 4 M3A,(j j1,8.0%,:ctta —Report and —Public hearing —Prepared by Department Recommendation prepared —DWR contacted for quantity and and local government —General Plan phase waived —Commissioner approval* quality of water —Public hearing if General Plan exists and DESIGNATE Urban Lands —Arizona State Museum ' —Commissioner approval* local jurisdiction concurs as suitable for a Development contacted for archaeological —Commissioner approval* Plan* • assessment —Issue planning permit . —Commissioner approval* . or Contract through RFP By Order of the State Land Commissioner . Note:Time frames suggested are . approximate. t - - ic . '--ici';;:•4',ite:'J.L.4,4-,:,,,f:',64:i3ozo-i5.1.gaz.',, .',1f-715112=.2,112:1;L:-,--LI.,,__-__L;..ti-:-2,:a._,i,:- .3. .,:=7:_-_-• xsK�' T.:.'W{w .'T.-4 �.r Y�R:�•.fJL •1t� ..>y,r-.nl� .Y. .�•. �7!'Rf� C Cx,f. ra. 11w�.'r•�.TL�I• �4 "�s.!�.er• uZ.eY•••r .L•b�"eL""e?.�C: t<.-R w t '.3' .-ti. �_ 're s+R:'�:s 1 J4!P.r... ..CrYe':w4� '.r._. 'a,if-, -....�qy.i'•� :.-�:.�? -�•�= i+ - - yt�. - .�:'..: l:.�Y.. :.'.fi .:�. ,- _.Zu N'C'�:3.' w� - - ''l�•. '�eF�. ,ri'' �'C11-�4,'�s .e •c T.x'+J• _.^.'•��:-_ v..,.�.:.� .;.�•_.,..:.:.,_,..,;� •,._._� •w.<RL'r.w>:'• xff'. "'_• �.!'.'i ?::�'S^.. .t,. _.'�'.. � T^t!i .tk, '�l'�>,. .may ti`• •c �xaa:. .A'.. fr.s a•'�: �. R �3R^rr,_ _:>. .�•. .�. '. .:r«.-..R s'kh•., +N: ;i. +i. •Y..:.� �--.•a3r�-: JL4"�R.,^. .�":±• .:°S.R "T•.re�._. a- � .. - •v..:s.�-. .,.�. ..r -+., :2siT�. .^-•'r�-. a�+�.r� �:i�:_, �_h. C :,.y,+.f„ �?I!•v7=;.t-R.iti, :'rv. So.a.cr"' ,r:,L'•• t���'�X. ..� ..-•��-":ct„'. ..�.� -.-.«.�•^4,,.;. .-.R,.,t. ,.S'�:�. - w:e•-r�- '.r :. .r•i +:"i'-. n., r:.'-� --:s•' � ., ..4r ?�',e a ?� '`" tri+ _ rt_.=•. ri+•��'-= .:.:c�:•� �Tst.1. uN L. �:a Y-�< Y-�+LG� =z ;:'r„--„fes'• ..,a.. , .,.. �3: E ne` "'1:+'•',: .+'6 ,:4s•«s,Q'r :w�v_ ,.� '"�:d.� .w_ ..A. v i:. .ice 1' 14,5.'`7.ti.,.-_' r.� Fc',:... : 'L' .r., =-1r.^. .'.J�' ..}:' v.�:' ;-:?,::: S1- ,fr:.:moi :K 'ice" S -zi'..•-. '�.ia4'. ,i �'�^%•f,z-:._.Ci.' .<tr r3:. Q`�a- �•,r' T"is'',.'S' _ k v.{`-t S •1-. .c:1Pw �••Y_^ - .ti t_ wr_!^_•p�•+ •�.•..'....j... •`�>.,. ...<,- ,: �'.-,•:r rti•.,,. ;Ry .:.R •.,,.- i.., -- - •:�••,3• �,��. ..�• .t�' a_<-r GGr•r -.,�':_ -r_•+�,�r�>Y-". ,s,- - ao. .-tom w.}�.� �b• •X�. !Y .^tib.�, n-. r+�1 -t-. ��"�'_t, >. •tH'..�.th.. � c,. � �':��.K+• •.•✓ '>Q' :iu,1T•:•,:A.L,;!�•1 ,y_�r' 9" �;1 •'jt' it:' ' 7•Ca.�:3�-.- •r Tr-.:1-•:...m; .�: .� ':w•tI<• -> -�. .."h. "!z�oL-.•'�:`.:�r;s.t - gib. .3t ".:,,,•.:.c'�,.., y- �:rv�" rF. .<-,ate'-�••� .:ti-:ti. �'•ri-:ael� ��.. .�Yr .2�,4'..g .,* .s - _r M:- •'e• r .';.i'�. �'f• "�,e':Y �C' � :.,;�s,-t .r. .a. - >-•wr^ .s :d`,ti' .. 3.'- "t ..!e e wt .l°"%o ..dsi:. a .a+i' .':,,:r .„: .• _ <• ,._ pec• -•i••�. ) ..L,.,.,<. -��:t'.wz.-- -_ -.. .:.+:. . �, ....,. _.. -T�.--y{ ':� ��•ice.'3: :x r•;�L'� _�... r .., .a•1:w .:C�--' rt ,.,x. .,s-' �_'''T� ..s...f �.....4.._l:.. >..:.....�..,.. .�..„>,t 7, ,. y.'y.__, .^w..��':�, .. :-`,:':L - i �.-�Y••R'�i'. is'rvt ,•,w,.. is: :,!'Lir?�..1,r cs ..c'�,.,-..- ..--a- ••n.2.ti7:%'.e., 7_ _ .x„.r. .L � � ..r.=f:.•.,z�. ���•',�+^. ..�::.. �•�.rrT s.':. ; �;.....y. ...Y�:.7iti -.is't.� �'i."?�,: a•,u:�:..,e 33.5....•.., =t ini,r'^•f+ •,+,..�?.. .,qj' - .,: ., •4;5,,'i.. Wes :�> -y a-,,,, .I.,-;, - i.R',..,,- n,....�,• ,�:?:::•.•,:,7 ''�,,. ::" �.3.z,. _^s ,:..a,..., u.<`-G%; •.4. c3f",` a r r•• ^'lt.: -1 v.?;a.. aa•-.;.,,j" .a!`ro �,,.•,R-.. r�,. �.. :., s �.�i:T� 4,,�'i, YL.�Y... a rr„ �,'_ .ti. �^ ..T.":Yr a:a� ,�:�'^Sw �5^"R' ;,i'� 1 kt✓w .r�r'�.rs�•,t���C•��`. � `�_�__..��ss�tcw.w-''�-�A�'r'��:-a,;� a �«-�..wr'.��,.�u�i.. `''?�.k �:.:C�..`a�'•_'�. .�+ �".r._i.:.r`-,4..�'.x.:.: "'�`„7t n i 4"r �'' =7 4�� 5��=►�f^.»"sv't�",+.z-Va :.a<cFy,;,i;•,+.• ts''i......•..'t-••.-,�,-,'•yt� i li � bursable Tannin costs due permittee i NOTE:The Department will initiate a promotional match the highest and best bid at public auction of a 4.Final ream planning I � ai to run concurrentlywith the for the reclassified land. i in the event the permittee is not the successful t marketing campaign gn subsequent commercial leaseIrequired 10-week advertising period. A.R.S.37-334 ,following i bidderNOTE:In accordance with �) of sale G. land is then awarded to Plan bythe 1 5.Term of the proposed lease or conditionsG.The sale or lease of the approval of the Development E no amendment or revision may be 6.Other factors deemed relevant by the 1 the highest and best bidder at public auction.Auction Commissioner, � � made without approval by the Commissioner. Commissioner bidding is oral. 1EV. DISPOSI11ON r 7.Commissioner's recommendation. 1 - F.According to A.R.S.37-237 and 37-281.02,there A. An application to purchase State landor an must be 10 weeks of legal advertising prior to auction. application for commercial lease on State land must be Duringthis time,the lease or sale terms and filed with the Department to initiate this phase. conditions are available for review. B.An appraisal is completed to determine fair-market r s value of the urban land.The Department may contract 1 _ for independent fee appraisals. _-�"�"-`'`- lease/sale analysis is prepared to / _ •==�= =- C A Department .r r 7 .,: whether it would be more advantageous tof ' I: =41 F determine •=_ ��' .• I A--'�'� -�`'�-- the Trust,over a period of time,to lease or sell the I ,, ,' €3'\- ; ,:; __ `vx ` �- - .Phasing,parcelingand timing of _' ', -11l r- ";' subject land g, 1 • A,)� ,� : ;: j this - y f development are aspects to be considered in �� ' ' ''`t• ,�._ ' ` - .'xti • `'\1, \ ,.-:'F' decision. - �, � �� �;, �' `` ,1111,'\ ‘,5 `�- �� , �, iia ,'•n D.Arecommendationof1easeorsa1ei5tentothe { ; .� �V �''', Board of Appeals for approval. _ w_ ' T L.-- !1111 •�> '��,,, '����'��I,"�1`=�^r'•- � '�;�¢ �� a �` �eals which usuall meets once a i ,•1�1 1,,, -=. 1 1,,;f1ff, ,__� -- _E.The Board of App Y f = � � '• ... -;..:,„ .'L. _ ,\ method of disposition _ 'i�'��d� °`'l'-'' •- month,determines the final ;; ,f'>, l ' d, '- � �=y: .fi.r;::R,.;,..t�;-.^ ?;«� ....f NMI,. The Board makes a - ., `\. 1 .�a :n: 1<—f t_-_-_(.:1,,._--,---.7,:. "= most advantageous to the TrustJr..J�-- .,.... ..iji I c:, '�`41 \<1111,• ,I�_-�:. .t�,; based on a report which includes the decisionP .,� \\\\\\\\ .,.:: I \ I 11,1 ��I _4.i ,�;; I , -may / II'' �"- !,I \ II, following: i ► -,Ii \,:,_::....„..._., _ 1.Complete lease/sale analysis i 7 , ' 1 2.Projection of future revenues to the Trust !\ 3.Compensation and reimbursements due existing . ; lessee for lease cancellation 9Weeks 6[Vloi�tlis 1 Month 1 Month i DEVELOPMENT PLAN z PREPARATION isis anal -Site and area y E -Market study REPORT PREPARED FOR -Special studies BOARD OF APPEALS -i:o c t c F rr f'1 may+ -Final plan � -Appraisal -Rezoning before the local -Lease/sale analysis i jurisdiction -Commissioner 1 Cissi � recommendation -Public hearing PUBLIC s AUCTION AT n«rrrT r` �T5T mT1�TTFf`T?�* ; �lA/1T1!\r ATrir+1 C� 1 t : V�/1�V1 -Approve Development Plan* D,;r,�=�;�,r �r r�r G l�v� �= � 'v V/T 'C II pp p class i (Legal) - biddingfor either a Commissioner may reclassify E Oral -Approves sale or lease the land consistent with the -promotional marketing runs land purchase or long term Development Plan* P concurrently t lease s r i C • I t ,. -- _ p'r.:.._ n .3,M tLr-r rc�.,,s::_:.s:" a-R� >x'* ' � - _- _ - t _ �>�.• �+ar^} :�• _ y„ - •� - .... >. ... ::..::v•'r•��.::'r:F;•'':+'s:v�-•:. :::,:"',C:•?:;::::— ♦?l 4 -'r�- r'.:+o....,+Sr............-�_ __`- s.», ^•.-+G• -.+r-T-- _... ,_..r....rr...ry .rsC L..�•,-. ..•a^• _:•+....rr,•.•.. y^;-r^•`r-'�'► - '----lk ..,...� ...._..,y..,.. ....�: :l---� ••r .w .> i �, - . r _ t�.r..../1li�J�•tr•L' ,.r•aY tt...••.TcY.tS..:L.:{: :Jy,. ., ;1..•.:. ..i✓.t=i?%: 1G,.:i' i•,+!•- - 7.. �l •t; 1 t 1• 1 r' - 'i' a,. l'E� t C i 'I' Z i. „ -* y I -....,,;,.:•',;,,,',...,:.,::,:,.-., • :' C- -,':--,'.'-''-.•-:-:;'-e.s.--'''''.''''''..' 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' '-'-- --7,&-r"'"-..:,:-.,--, - -- - ` ..:T•t. •-•,,,i---,7..,,,,77,--'` _ _ _It-rrkt Vit•j( J1`..i ;k� - jrs .. r ...-t--'.'-"?'---.:sC _.`_ -_ '.:' _-_ 11. -:�-"Y +t--• %a:,=:5._ �- .__- -- '4- - _ _T _trtI tT ^.•.{ .. _. =_ ..._J --_. tr ---'___Y_ - _ ,-`' -`C_ ��.;_e `_ � tfv �� y i;- • -.7:''. 4 -4, 1'4 >>L'aa -S-r :4t�" ti � ��i+ ��'ar ,_-%at..-.- - _ --• - Z - �� -ti:u^1 .H4t '.'".-.. .•-xC. `M ?t-:-b. ,f ,M`sgi. = i ,:.,; iao-Y±.5r.. -L-: -, _ « . • . ,•�•��t-=es _'r: - -_f; - -. , 'Rmo�0S�'� - � _ w , t-_ �— • •_., 11T�v�"{ �,t-S�Om 1� , -" r �_ ��..,, wt: a- .i-�Ly•l 4 -L.♦ u1 �b]� � * N �7 y ,,,,,� - _r�C��- `T.S �tC 7 � ����0 �rTty, wy s .+ `nom. �_.�,,,‘ } tZw4r Lfi-4t , •( ii: AV: " Kft,i . % '- 43 , 71 _v y. , , �'� t4 &s. &t'� 7-7-',7-';'----; - "��WR� � tir itt;i14.--Wit:14;‘,:‘,-2-t:-,.;- :-.-..'-r.r,t7....----_---_ ----------- 4".1/4:4 -7:,_,._.,;,_,__ _. „,,,,, ,„.,_,,,,-„.____ „:40.5_,,,,,- - I 1 i 11 I • $ 7 , • 1 • b1 i - 1 1 1 11 I 1 1 I 1 .1 - - ,..- :: The.' Urba''`:: n Plannin i �i .. ..,�: ��; sren of the Sta'''''.: '''te': ��zg�?�4��� -- . �. > :1 T�.,a'ti� qtr• fiivrr�to !•' a. �rhhee L T and Department offers a_:ubhc I �:� '�,,:,,. #f THIS BROCHURE IS A SUMMARYf seminar,to describ � 0 F THE _ _ � �_ ' DEVELOPMENT OPPORTUNITIES FROM ,M,, � tt,.i L -1.Jj•t�r � ;t � ��1 '•�i,�a URBAN LANDS ACT FOR COMPLETE �f } 1 THE ARIZONA STATE LAND DEPARTMENT =RI 1 r process under the Urban finds Act:The INFORMATION ON ALL PROCEDURES AND k'semi'G::-` - ' REQUIREMENTS, ...seminar is des_gned to educate For farther information or assistance, Q IREMENTS,PLEASE REFER TO ARS. ce, 37-331 THROUGHdevelopers,planning consultants and contact: 37-338.PLEASE REFER TO i t,:1 A.R.S.37-339 THROUGH 37-339.06 ethers interestedn pianningl leas ,or 1 Arizona State Land Department 7 1 T - g p nt FOR THE PROCEDURES AND :purchasing Urban State.Trust lands. : I Urban Division R.EQtIiRE.��IEN 1�G _ --� . : Planning T F A SELF-CONTAINED NTAIN ED ; PLEASE CALL THE DEPARTMENT 1616 W Adams COMMUNITY SITE. :. FOR SCHEDULE � . INFOORNIarI0N. Phoenix,Arizona 85007 I (602) 542-3671 ji •-'-,,_' `,;--yTi'Za'•n.;- *::.r.r.,,u•. _.-'=•t�->tc+�.�."�.z':-,`rte:-•r• 1 .acr�,-�.+�s'4:.-.:. --'r,i'•” r"_.,yw.._aa _ *�'-F Z. �.x;u•.Y ✓: _ i"*+d'r..fraJ":. s,..- .rnfc,. _v - "�'•���-s��Yit. •=i:2'�r:•� ���'''�a17'",i'i.."__'-•"",'`+c,'l� 't;.�'n”-�.."""".t sr•'3•.. n.�„j►� h '..:y.!. - :J!�•�.rit�.3L,*+f32�:rw.""`a. ' 7+. i� �.�t.,r ,c-...x r-y y,,, ='�c -V�r' i--,.-^C7"-s••a• _•�--= 'z:a._ _-S• i`��'•+' t......"''... s! 4rls•.,:..�.:1 3 STATELANDDEPARTMENT i.. ARIZONA _- -- ---- i . PiViiii � .� STATE TRUST LAND Commercial al SAt URAL RESOURCE.00, , ,, • ,” , € 11 ,0,,, i 1 ..__, . �� / $ Lt..4...... Caulk ',.R'�a.rt'�F,W M"rti� �!w ry rH4nrtiy r tJ ''y+r M7`''.r,+.s Y l�Y',/,'�:r' +, �/�� + t t1� � 1�r 's, fir, Ns4, .41� to...! I HISTORICAL OVERVIEW Land Department will review a lease application ments,and/or gross receipts,taking into consideration For more than eighty years,the Land Department has taking into consideration the viability and income the risks associated with the proposed use. The administered the State Trust lands. These lands were potential of the proposed use, financial capability, Department will use property appraisals, the a.ppli- granted to Arizona by the Federal Government at the extent of improvements necessary to the use, cant's pro forma,and market information to arrive at time of its establishment as a territory in 1863;addi- compatibility with surrounding uses, local land use the fair market rental. tional lands were conveyed upon statehood under the planning and zoning, access, hydrology, geology, 4. Additional Expenses: Depending on the location Enabling Act of 1910. Arizona, through creation of archaeology and environmental implications. of the land applied for as well as the proposed use the Land Department, accepted the responsibility of LONG TERM LEASES and type of lease,there may be additional costs that Trust land management and revenue production for Leases in excess of 10 years and up to 99 years are are the responsibility of the applicant. These may the fourteen Trust beneficiaries as a condition of considered long term leases and must be offered at include, but are not limited to,Archaeological Survey, statehood. Today, the Trust controls approximately public auction. If the application is approved;terms, ALTA Land Survey, Infrastructure Analysis Report, 9.4 million acres, which represents thirteen percent conditions and rents are established. The lease is Phase I Report, Preliminary Soils Investigation of all land in Arizona. then presented to the Board of Appeals and upon Report,Advertising,and Appraisals Fees. The appli- It is the State Land Department's responsibility, on Board approval is advertised for a 10-week period cant may be required to front these costs which can behalf of the beneficiaries,to assure the highest and prior to the public auction. The minimum required at be reimbursed in the event that the applicant is not best use of Trust lands. The Federal Enabling Act and auction is the first year's rent,and the lease is offered the successful bidder at an auction. State Constitution mandate that fair market value must to the highest and best bidder. The value for reim- 5.Selling and Administrative Fee/Broker be obtained from all Trust land transactions. The Trust's bursement of any improvements is amortized in the Commission Long Term Leases Only: A fee not to diversity of lands has always been its most valuable lease. exceed 3%of the cumulative base rent for the first 15 resource. This is reflected in the unique properties years of the lease plus any bonus bid will be offered for sale or lease throughout the State. COMMERCIAL LEASE PROCEDURES assessed the successful bidder. The State Land AND FEES Commissioner may determine that a Broker Commission COMMERCIAL LEASING A Preliminary Application Conference with Real State Trust lands are leased for a varietyof commercial shall be paid from the Selling and Administrative Fee Estate Division staff is required prior to filing a long collected by the Department. The Broker purposes,including retail, industrial,office,and other term lease application. Failure to schedule the con- Commission payable shall be equal to the Selling and uses. Trust land has the advantage of exemption ference or to provide adequate information as Administrative Fee, up to a maximum of from State and local property tax,although the lessee requested in the application may result in rejection of $500,000.00. Any Selling and Administrative Fee in is responsible for property taxes on the improvements. the application. Generally speaking,the application will excess of the brokerage commission paid shall be Lessees may be entitled to reimbursement by a sub- require the following: collected by the Department.No commission shall be sequent lessee or purchaser for improvements placed on Trust land. 1. Legal Description:A new application must contain paid to the broker until the lease has been issued to the township, range, section, description, acreage the successful bidder by the Department.When reim State law provides for two types of leases, "short and county where the land is located. An ALTA land bursable improvements are included, the successful term"leases of 10 years or less,and"long term"leases. survey may be requested prior to consideration of bidder must pay a 2%Selling and Administrative Fee A particular commercial operation merits a short the application. on the first $250,000 of the appraised value of the or long term lease depending primarily upon the 2.Development and Improvements: If development improvements. No commission is paid on the proposed use and the improvements required. Theappraised value of the improvements. commercial leasing process is initiated by an applica- and improvements are contemplated, a conceptual tion, completed and filed with the Department by the site plan should be included with the application. In 6. Processing Time:The complexity and term of the prospective lessee in consultation with Department addition,the applicant may be required to furnish pro lease are determining factors in the length of time it staff. All leases of Trust land must be approved by forma business plans, and provide other detailed takes to process an application. Processing time may the Board of Appeals, an independent body of 5 information regarding the contemplated operation. vary from six months for a short term lease, up to members appointed by the Governor. Approval of the lease application does not consti- 2 years for completion of a long term lease auction. tute approval of any improvements. An application to The State Land Department is authorized to pay place improvements must be submitted after the commissions to Arizona licensed real estate brokers. lease is issued,unless the lease document authorizes Since application fees are not refundable, the EVALUATION CRITERIA construction. Temporary or removable structures are Department requires a Preliminary Application The State Land Department is mandated by State and not considered to be improvements. Conference before submitting your application. Federal law to generate revenue for the Trust benefi- 3.Appraised Rent:All Trust land transactions must Please schedule a conference by contacting the State ciaries,and therefore requires that all Trust land lease be in accordance with the State's responsibility Land Department's Southern Arizona Real Estate transactions be in the best interest of the Trust. The to receive an appropriate return for the Trust Division at (520) 209-4250 to discuss the property Trust cannot subsidize any purpose, no matter how beneficiaries. Rent is typically based upon a and your interests with an administrator. meritorious,at the expense of its beneficiaries. The percentage of appraised land value,value of improve- 177 North Church , Suite 1100 • Tucson , Arizona 85701 520-209-4250 fax 520-209-4251 www.Iand.state.az.us "Serving Arizona 's Schools and Public Institutions Since 1915 " ARIZONA STATE LAND DEPARTMENT P MYkin IIs= TSTATE LAND 7 . glik • t of Way .e� 00.11111.thsou Aft `v ^ova v i a• vur�� r ,'41444.44,t0,444 ,4-0004-44001 HISTORICAL OVERVIEW township, range, section, acreage and county where notice is prepared by the Department and is published For more than eighty years,the Land Department has the property is located. A sketch map of the proposed once a week for ten consecutive weeks in two publi- administered the State Trust lands. These lands were alignment and any additional information that would cations as required by the Enabling Act. granted to Arizona bythe Federal Government at the aid the Department's evaluation of the alignment An oral auction is conducted in the county in which time of its establishment as a territory in 1863;addi- should also be included with the application. the subject parcel is located. The appraised value tional lands were conveyed upon statehood under the The Department reviews the application to evaluate establishes the minimum acceptable bid at the time Enabling Act of 1910. Arizona, through creation of the need for the right of way and the acceptability of of public auction. The actual price will be the highest the Land Department, accepted the responsibility of the proposed use and alignment. If the alignment and best bid accepted at the auction. Trust land management and revenue production for and purpose of the right of way appears acceptable, the fourteen Trust beneficiaries as a condition of the application is distributed for review to potential statehood. Today, the Trust controls approximately interested parties. The Department will then complete ADDITIONAL FEES AND EXPENSES 9.4 million acres, which represents thirteen percent a field inspection of the proposed alignment. Condi- 1. Certified Survey:A certified survey and plat map of all land in Arizona. tions will be established addressing issues such as by a registered Arizona land surveyor may be required It is the State Land Department's responsibility, on relocations, engineering considerations, drainage, by the Department. behalf of the beneficiaries,to assure the highest and construction criteria,archaeological and native plant best use of Trust lands. The Federal Enabling Act and clearances. The cost of complying with such condi- 2. Archaeological Survey:An archaeological inspec- State Constitution mandate that fair market value must tions shall be borne by the applicant. tion and opinion by an approved archaeologist may be required by the Department. Subsequent mitigation be obtained from all Trust land transactions. The After all conditions have been addressed, the pro- measures may be required,which must be completed Trust's diversity of lands has always been its most valu- posed right of way is valued. able resource. This is reflected in the unique properties prior to issuance of the right of way. offered for sale or lease throughout the State. Rights of way of ten years or less, upon approval of the State Land Commissioner, are offered out and 3. Legal Advertising: An estimated advertising billed. expenses fee is required of the applicant. The fee must be received prior to the Department scheduling a RIGHT OF WAY Rights of way exceeding ten years are reviewed by public auction. A right of way is an encumbrance on the property the Department's Board of Appeals following the that it crosses. Depending upon the alignment,it can Commissioner's approval. 4. Reimbursable Improvements(Relocation):If the benefit or damage that property's utility and value. proposed right of way affects improvements current- Rights of way are granted across State Trust land for a ly on Trust land, and if such improvements are variety of public and private uses, such as access PAYMENT TERMS deemed by the Department to be reimbursable, the roads, power lines, communication lines and public The cost of obtaining a right of way across Trust land improvements must be either relocated or their fair roadways. is a composite of land value, purpose of the right of market value reimbursed by the applicant. Value is way and impact of the proposed use on adjacent determined by an appraisal. If the successful bidder is Rights of way are issued for terms ranging from one Trust land (damages). the owner of improvements,no payment is required. year to perpetuity depending on the proposed use and its compatibility with the existing and/or antici- Full payment must be made for the entire term of the 5. Appraisal Cost:The Department may require the pated future use of adjacent Trust land. easement prior to issuance. applicant to pay the cost of obtaining an appraisal If a public auction is required, payment for the mini- report. mum bid price must be paid at the time of the auction. APPLYING FOR A RIGHT OF WAY Additional amounts, if any, above the minimum bid An application initiates the Department's decision price will be due as stated in the auction notice. process. A filing fee is required for all right of way Since application fees are not refundable, the applications. Assuming no unusual conditions exist, Department recommends an office visit before processing time typically requires six to fourteen THE AUCTION PROCESS submitting your application. Please schedule an months. A right of way issued for a term exceeding fifty years appointment by contacting the State Land A complete and explicit application must be submitted typically must be sold a public auction following Department's Southern Arizona Real Estate Division for the Department's consideration and it must fully approval of the State Land Commissioner and the at(520) 209-4250 to discuss the property and your describe the proposed use. Additionally,the application Board of Appeals, an independent body of 5 mem- interests with an administrator. must contain a preliminary description containing the bers appointed by the Governor. The legal advertising 177 North Church , Suite 1100 • Tucson , Arizona 85701 520-209-4250 fax 520-209-4251 www.Iand.state.az.us "Serving Arizona 's Schools and Public Institutions Since 1915 " xN,.. � --- dARIZONA TATE AN[J EPARTMEN i- ,.;-'''-- , : At' lagiatil i 11 STATE TRUST LAND • I , 10 - - - 426 -,4 C 1 t ihow., _ ,-_ , _ iiii .....,_ - ' do ,,, 0 ��r': p - P CEs li, Oliiiiii01 formal application. Failure to schedule the conference Broker Commission payable shall be equal to the or to provide adequate information as requested in Selling and Administrative Fee, up to a maximum of .•►. the application may result in rejection of the application. $500,000.00. Any Selling and Administrative Fee in __ The complexity of the sale is the determining factor excess of the brokerage commission paid shall be HISTORICAL OVERVIEW in the length of time it takes to process an application. collected by the Department.No commission shall be For more than eighty years,the Land Department has The estimated processing time for a purchase application paid to the broker until either a Certificate of administered the State Trust lands. These lands were may exceed one year. Generally speaking,the appli- Purchase or a Patent has been issued to the suc- granted to Arizona by the Federal Government at the cation will require the following: cessful bidder by the Department. When reim- time of its establishment as a territory in 1863; addi- bursable improvements are included, the successful tional lands were conveyed upon statehood under the 1. Legal Description: An application must contain bidder must pay a 2°Selling and Administrative Fee Enabling Act of 1910. Arizona, through creation of the township, range, section, description, acreage, on the first $250,000 of the appraised value of the the Land Department, accepted the responsibility of and county where the land is located. An ALTA land improvements. No commission is paid on the Trust land management and revenue production for survey may be requested prior to consideration of appraised value of the improvements the fourteen Trust beneficiaries as a condition of the application. statehood. Today, the Trust controls approximately 7.Public Auction:An oral auction is held in the county 9.4 million acres, which represents thirteen percent 2. Appraisal of Trust Land:All Trust land transactions in which the subject parcel is located. Bidding begins of all land in Arizona. must be in accordance with the State's responsibility at the appraised value and is increased by established to receive an appropriate return for the Trust benefi- increments. The actual purchase price will be the It is the State Land Department's responsibility, on ciaries. The Department will require a property appraisal highest and best bid accepted at the auction. behalf of the beneficiaries,to assure the highest and from an independent appraiser. The approved appraised best use of Trust lands. The Federal Enabling Act and value establishes the minimum acceptable bid at the PAYMENT TERMS State Constitution mandate that fair market value time of auction. Flexible terms are available, but must be determined must be obtained from all Trust land transactions. prior to preparation of the legal advertising notice. The Trust's diversity of lands has always been its 3. Legal Advertising:After approval by the Board of Terms, specified in the legal advertising notice are most valuable resource. This is reflected in the Appeals and the State Land Commissioner,the legal binding until such time that the purchase contract unique properties offered for sale or lease throughout advertising notice is published once a week for ten (Certificate of Purchase) has been satisfied. the State. consecutive weeks in two publications, as required by the Enabling Act. An estimated advertising expenses Cash: Full cash payment of the appraised value, plus PURCHASING STATE TRUST LANDS fee is required of the applicant. The fee must be applicable fees and expenses as stated in the legal All Trust land transactions must be in accordance with received prior to the Department scheduling a public advertising notice;additional monies over and above the State's mandate to assure the highest and best use auction. those stated in the legal advertising notice are due of the land and to act in the best interest of the Trust. within 30 days after the time of sale. 4. Additional Expenses: There may be additional The purchasing process is initiated by an application, costs that are the responsibility of the applicant. Terms:Payment terms are negotiable but limited to a completed and filed with the Department by the These may include, but are not limited to,Archae- minimum down payment of 10% of the purchase applicant in consultation with Department staff. ological Survey, ALTA Land Survey, Infrastructure price plus applicable fees and expenses;the maximum Submission of an application does not guarantee Analysis Report, Phase I Report, Preliminary Soils payment period is 25 years. that the land will be sold. Investigation Report,and Appraisals Fees. The appli- If Trust land is sold subject to terms, a Certificate of cant may be required to front these costs which can be Purchase is issued by the Department and maintained All sales of Trust land must be approved by the Board reimbursed in the event the applicant is not the until such time that the Department has been paid in full. of Appeals, an independent body of 5 members successful bidder at an auction. Upon satisfaction of the Certificate of Purchase, a appointed by the Governor. 5.Reimbursable Improvements:If existing improve- Patent is issued to transfer clear title to the buyer. The State Land Department is authorized to pay ments are deemed reimbursable by the Department, The buyer may request partial releases(Partial Patents) commissions to Arizona licensed real estate brokers. a formal appraisal is completed to establish the cur- of lands held under a Certificate of Purchase,provided rent value. Temporary or removable structures are the necessary requirements have been met. Mineral EVALUATION CRITERIA not considered to be reimbursable. A minimum of rights on Trust land purchased at public auction are The Land Department will review a purchase application 10% of the appraised value of the improvements is not transferred to the buyer. taking into consideration the income potential to the required at the time of auction,with the balance due Trust;proposed use;archaeology;hydrology;geology; in 30 days. If the successful bidder is the owner of the impact to adjacent Trust lands; availability of utilities/ improvements,no payment is required. Since application fees are not refundable, the infrastructure;access;proximity to existing development; Department requires a Preliminary Application parcel size; and conformance with local jurisdiction 6. Selling and Administrative Fee/Broker Commission: Conference before submitting your application. regulations. A fee not to exceed 3° of the purchase price will be Please schedule a conference by contacting the State assessed the successful bidder. The State Land Land Department's Real Estate Division at (602) PURCHASING PROCEDURES AND FEES Commissioner may determine that a Broker 542-3000 to discuss the property and your interests A Preliminary Application Conference with the Real Commission shall be paid from the Selling and with an administrator. Estate Division staff is required prior to filing a Administrative Fee collected by the Department. The 1 6 1 6 We s t Adams • P h o e n i x , Arizona 8 5 0 0 7 602-542-3000 fax 602-542-4668 www.Iand.state.az.us "Serving Arizona 's Schools and Public Institutions Since 1915 " .t a ,s."�' <�� o/ r/ y✓t �"+' F rY s soca s y , / `�L R S''''''''''''''-'7.14 �#SF. t£ � �t£f£k�S 4 .YItN f �t�4'Y� Y t � rD'�'+f j S i�'t W/ .�t�.F y, ��lq��t �a s � 4 k riG � ts��l s t} £ /sF r sums�y�y f��� �t'� ��`v�iy6'y'£stu 4 � L ZRt S 9i:: .� / ----.,/,...,., ,* #£s G zf�£Gyys Mill t'ittili�y £," s7;s hs3 ..„,f,£6-s z. �- r Arizona State Land ;< y r �, : Department i r/�4 i S, �/// "� %rte//���`ih ,,' //"j Southern Arizona Real Estate �s }ivisio < may.X` : 4 J✓x"7'idc// /✓n }t t t s}�//t t4Y Y Wh / :-9 s t'/.�/ ` t. off � s���' /k #u.,u.7'b�'s3"s r.r{'£'r /t /b s s '/ �f 3t££z yyt Y t'✓£ SAY sy S�� .,,- yxF s k �t,5�i s /f /� C Y �f S5. L � ✓b/ q f �i fb'� f b - f.t.''.4 s ,s sv.yt i�Sq '��t T s>< /s a� /IIi.t r f s",�'s`<i' y �£y s//y� ,"a s y ss) .k r� b k t // N: / d /- s z Y . i •...„,:;„,„„.,::.,,,,,,„,„;,,,.../ t .. >y Y,,,„/h� s s ,444.6 ice//s'1 t4.. / u °� Ye s ... s > m{/yt F:::„,:,.G / sx/'�/�� tR � t//yY / � r t . Ran •=-::.., ': ,.; ald P.Ruzisl:a,Director \`�: �^�' ..:... tiY�^:skr4y�£�s^s�i rS,tFsns�s r-f �/ s�+�i���i/A£3�.t�tisa s"��s•s L.,„. State Lands ii. b t s AnEmerging Market. f/ r ks t -y yti ;� rr. syr h<4 x + %9 S.,'rua..3,,`r: N s� ``.r�i7L' 3��,-a n a d„£'''f�`/a Yk tt Q$�s x_^wtt, ££r z �.�,y 35 s qy4�� ..,��?y�s�6t��?ni�"s'�£.t tz_ ��'rtzn .S£jtsi) ,:•:,,Ittiiiriii £�:3 y, yyro YYYY�',£,33i.r n?`u�zT r�s`z7,r oit,c.£'�h�}�(1 "0:Y i x ss £ ,,�, \ i:A � '{c2 ttY'HtJ.4I ivFi??>� �r? 'YY�'�"���h��H Ja.�F t§",kc,`, ^y':4 r z �z: 4y:�..z. x�'<z-x s r £'� ,r,,.r s'ys s ��',�€" ... yk � .* >f 3.¢''x-fYW<t�"'�f,j-t f?'xu ark a,3:� , bx�iFN s"��rn'a�y, �� s '�4"¢ 4 k `y" /- ,k' ff�t ..a c z£ k? fh`Gyg Y ,s �r h s �r"3 � lz+s' /r�lsc.r �^ssr a?w''�<i 11;, r;>;igg`/a ss ' .i x/y',.a 'w e �•Ms w, � R, s 5 s�?��� I �J af: /.ti/ s� rs i' „,,,,,::::?.,!,:.,14,,m,.,:: , •.moi. 3 �zk N ,`s ,4y,f/� r� „Z YN� .3� t y.y'.,y�/ �.S K 1 Ey.�'4� ,� ty/� .:,..,,;::::;-;14,,t, ,s �'�0�,� �k. R€,��v§ z: `Y,� �Srh k''�y"wf `�y�r f�,i' y�> y s�- r Y� 23';x''3 y £;' 3'C i L y 5. n 3.c1, o,,// .' t Y P r 5) rE 9 �-�, f�< r h/q ../q� s'�,}s r�.; S rl Ah�y Tk/Y' N 5�f // ^l✓.(fN ���^'S..t yx #1`§ n o x 54y rf w4Y 6�� p£�<P �yy??�,z,�s 3� �����y�s `/y��"�N c _Y h, ..,`r��,F/”, �ZK ` :t✓''1'yz s z"'zq,`ss Rb 4i irriY. � '� g s�h.k a�£s"L'K �!'r Y�.�z J ?"s�' r �y a s�� <s ,£sN:i�t//p% . /fs.//i% ..�, r��.,, ,,. .n .t f:ns i:'.r�'£r f/t y y� ./�'.,', i' f/,r,,,,,r,,, ': �1.,i't,' ' £� r � Thelawandhistor of i:',',.:::„':.'''''..';1:'' ''' t the State Land Trust �, / ,:, 5; , ,.„;,,,,,,,,t, and theprocess of ££ � acquiring Mate Lands : �j ': Arizona State .11111"11111:Ed; Trust Land ,i:,:,;.;.0e, .� , • Granted to the State by the u.s. � � A ': . -�1863—Territory ,z1. ''„,,,,iit. `211r.;`: ' ' . •Sections 16and -1881 -University Grant r:':,‘ •72 Sections A:.:1 `, ~ -1910-Statehood , •Sections 2 and 32 '1;,s.: Additional 2.5 million acres for 12 more :° .` beneficiaries 1 Trust Funds x • Public Schools tK-12 • Universities : SchooIforthe Deaf& Blind • State Hospital )-,--,,i.,-.: ,c15..'4;.,'':11::k..i.,..it,„,-,.., T.1-:(-?'t: 1 • Ten other public TS 1 ,,i i tx ti x Fes.{," .. > � zbR yi. Y tom_ beneficiaries kab!il!.!'.0,:::t,',..,4i'il';'4.;,':i.:iki:$1.,I;:i,.: v � State Trust Lands t Are NST: 0 { • Federal Land State owned land for f state agencies or other state business _---- ...,>----- • ount land �` �� =�` � • �it land % '� a School land i% yq ;� Facts: '''''''''!'1;;;:: .'‘''''''':33:1-::''. , �5 r S'q� ' 4 � ` r l3%of the total State land a area ,,, _9.3 million acres ..r.f.:....5.::.,-. y�li,, �,3`,. —located throughout the ' 4 Ati, State a `' _Designated in Blue on !".7.:.;.::::: ii most maps ---500,000 acres of Urban s Lands K 2 it-',7:4,;::',::,,,Tifgt,,t:ititt,'-i,' r £,,,,,,,,,i: " sc �: ''' � ,i s, iqif.:4) t4/ ''e 4rFfivy.,y, '/y ey irp s /y� },.}T ,x - -,me ;/ • Not"Public"Lands ' _ ;`'�', t4 • Land is supposed to be sold C f -4 .��//. il ''� or leased r: ,,1:,,o-,,,: yy ,,' •• Raises money for the state :,: school system and other 93 a;'' ' .. - _ beneficiaries x TH � . °. ' • No gifts or grants-no matter how"meritorious the l)urpose" x 'TA7774"7'—'717.P x ;< «�- / 7i��i/ h days x�i Lij,s/ ��ij�//// /s //s��/%/. `` Trust Feafprc: „.,,,,,,,:,,,,,,,,,,,,,,,,,,„:„.is , ../:,��%f' ,,r / /i / a y a ils"4��✓ otr 'i /ii is7t E iF �,r��p , —Appraised-Fair l� ar'ket „�^.��,�,Lt ,'^tea a.Y�`� a�"' :4 G ' a : ' 'value Null and void-if not ,, substantial compliance °.fi —No liens or encumbrances —10 weeks of advertising - Public Auction •Competition Trust Features 11A'''N'''''-- --Fiduciary Duty 4 } —Discretion -' , ', f.,0241: Business Judgment —Duty to Crow the Trust p t y . • Income-sales,leases,etc. ''r • Interest kN Appreciation 3 t' �z ? Trust Features 4.,'',%-it; 0,7 ' u ,..„,, • Trust -Land-State Land %'1,,,;„:0?,''A\-\\,:;:t\-- Department ,; gip,'` XY -Money-State Treasurer er '1\..x. - •Permanent fund i;'''Iii ''''''''''' y"A.; . p -Sales income q,-.11), , 'Expendable fund i.'4, - ; I. f -Lease income ditt k` -Interest ��,\ ASLD Planning , . 1 Process ., . Urban Urban Lands Act ,o, , �Y1.400'€ i --Enacted in 1981—A.R.S. �, , §37-331 et seq. ri —Two methods of Planning :,,;1 •ASLD—consultant contracts ':,•;t:.,,4'„'-'''''',,,,;.„. q and internal staff , � x 'fir • Planning Permit— � traditionally tied to holding k yy,, lease Mur�A a:. ASLD Planning .....----.0. .... . ,,,, .0„ , ... 0 - „,,,,,„., Process t,,,,, ,,,,,:,,,,,,,z„,„ .0.. . .,„,„%.,,z., .,„,„0, ,,,,,,j",,,, '"* ►., • Urban Lands -' "-- ".;*": -Any Trust lands within or :Z" adjacent to the corporate y '' ` boundaries of an incorporated ft iiilli'r.41' city or town lig 1- ,Ili —Designation:commissioner may tiT st lands within k 'M also designateTrust one mile of a city of 250,000 ;1110 I. people or less,or within three i miles of a city with 250,000 people or more Aotrts Otitt 10,11 04 n ,...,.,-!,4to.:.ii,,,‘"::: ".':;.'..7"...i;:....Alisiittli �� T AS' ---- . LD Planning .,....,/,..R �f� zrProcess 4s �� ;.�2� q� S 5 . �` ���,fi�W r Cooperat..: ion with local ��"� jurisdiction • Procedure under ULA�- Complex,laborious 5y i _`1 ,\.) L �,t y -Holding lease ,1 Reclassification suitable for �� �, �����' Urban Plan ning �'� State General Plan ' O. ''',!1:,,:'1:7 ',:: li::;!,i'l.l.q:.:A'''''''''.'''.. ' li ASLD Planning 4 k,.:.''''' ,4, .//r Process I ,1*.,,...,.,.„,„dittio,* -.„..,,,„:"4„1,,,,:,,,,,,..;...-,-..,,,. , -State Development Plan (proposal} /s /"%x�R ;, _zoning--Presented to /i/�l/'k rr^///r s�, �4 citylcounty for zoning :::;,, 1''','-':'':::','!.-1,-,r.,,.-.;',A4-4,2,..i approval ICY y/y y�� y• --State Development Plan- . :r adopted by the �_ Commissioner i', ASLD• Juli un,,; i,;. .. �j 55 Process i1,:.'l-''.,,,',.'l '%//'/%%j/'%%/i%g'A/'i/ ,,,,'',,'-„.-:.':,I,',,,''',.'''141'-',,-:4.:'I;..''.:--..1..',- ...f11',':,.,.'., axs r -Reclassification-the % tanned land is reclassified y, ,.iii p y fr3 ; as consistent with the development plan _ • Preferential right—vesting %)// / —Only at any subsequent lease 4 4 it o :s auction iy/ ”' '" —Preferential rights at a:ai e:4:°;,;'0,..,I, '� .fic iAuction• Planningcosts reimbursed at subsequent auctions 5 ASLD Planning Process 1;4,, • Disposition Planning—A.R.S. — §37-205 Asset Management Analysis of the Trust's land * - inventory by discipline E.g.,Urban analysis based upon: —Physically possible - • ° —Legally permissible *4t)il —Financially feasible ,s7 .4.• •,• . . ASLD Planning Process .; 011* Growing Smarter('98/Plus) Land—Conceptual Use—equivalent to City's General Plan Five Year Disposition Plan Cooperation between city,county , and state • • —Urban Planning Oversight Committee 0, •1,1• *OP, fer,!%. ' —Sale of Development Rights ASLD Planning Process Greater depth—requires additional city/county general plan elements Open space tot:, —Growth Area »transportation Infrastructure i'';'11tVff.t4P°4;r11 —Environmental Planning —Cost of Development 6 ti x ASLD Planning by .s.I.Vitit:T',,..).1f.'iliIIM, 1.':',:ii,::.:::kfitri.4...1.14914 Process x R .,... `{ —Reclassification—three F F/ dj� � 3`� to eight years ' 1��' --Timing of application is 4 critical --Commissioner's Discretion�-remains in effect r so. ASLD Disposition v+ 8S, a„,,' E s y e�� r Y Process „.7,,,,, ,,,,,?„,0,- ., sales t. ,..„:.::,,:-% ,�%, • Commercial Leasing • Rights b ;�;%�, �' `* Planning and Disposition / Process{"PDP"} � r • NO- Exchanges , N,. R Y •J {{ 1..f0.i4i..rg:ii4t:..l..,e..4.-l'P,o..ui;71,ei,';f Y., •. • ,�%y,� ,�/ „.,-4, r1t.,.,, ASCD Disposition �; 0 �r ,if process1toy, 74;. :!;t , /si. ; '4 :1c,, ;y %• 12-18 months b . Aa'�5 //£ iy"y] fi QRbdv y/5,�.�4b tel rr ,f� Pre-Application 7 s ' H Application-$200 fee y/�� Title Review 1 month y '` s comment Period_1-3 '',`.,.� 3` y y - months r�, "PEP"-Project Evaluation s'ii aL1; {/6 i ii .` ` �l Panel -1-2 months � ,�*35'y aih 7 •_,,,2'i0•''';,.47 AsLD D i sp °si " on Process • Negotiation and Analysis (noUmelimit) i -Research •ASLD City/County Site ' Market . r45,:irtbo„, _Inspection .:-,l'i:-,t;:„7:;". • •„, -Appraisal_c 4i,':v"."•4::,','''''''';',i7fr' „ ,, ,,, ,..'t• , .: • gt:yllwittrvr,.,,ir0', -m„ s Ln D isno siti o n Process • Negotiation and analysis (cont,d) :,4:$,,,:,e-2,,,-',,,,it,k',`,-:,i,-,,-,,-„'-.,,.:,,,,,3',,,,E„,,,7,.-.,,'.,,i.,."-.•,4,y,,,f,-„..,.k-,<,.,7:,,....,2'...-4.?-,):,7„:'.1..';:,,4,-.,4;..2,:*. ,.2,.,,01,,f,5:;'4,il.,:,..„.:-„.,,,...,,.,,: —Archaeology ; _Land Survey _NalivePlant Survey 0,:,,,',',/4..4)..';'''A',''V.:,i:":,,--0,;/,,,1.V?;2)/',11,,;:,",'.:..„t4i••;,::•:it:V.,:*":',:'''':1:A.*:i;,;;l,.:1,yii,e,t1-t,.,',:.':.;?.:";4;:1;1::-',,-. l:t-,i,.,,; —-NegotiationAnalysis3h -Document Drafting ra fting •..:4V"':,....fi:7-:,:cS',-. ' AsLIu D -is n o s i. t ia o n Process 4; t . Staff Recommendation ( 1 -2 months) ; ,,' ,• Commissioner Approval (initial)(1-2 months) Board of Appeals Approval :, ( _Transaction(1-2 months) —Appraisal(1-6 months) I. Commissioner Approval (final)(1 month) 8 1 ASLD Disposition Process Gxw � b Advertising(10 weeks) • Public Auction(1 day) --Date/time/place --Competition --Cashiers Check(minimum bid) ^--Open,oral bidding ` —Pre-established bidding increments ^- Five days to pay balance or • forfeiture Broker commissions yy. , .4'ay����.9'�iN ,�<r•>/ t.r c!`z"�< 4f3�•��//;�y ri;� 3 ,z, u;S, yE Fez s s y k �s���1 yss'�/ss s s.Y' ;�" s ...t ss!.8 �s4z./.ks✓ias•.stG.ru/s' z "zk.#zki.:za's£`isY%Y�'�'£ •�su.€,tiesi.%"�ss'su4 ash ,{ Itillettnaallgget'5MnSlialf,"1111 ,G�i1�i i%✓'s//�% r/f.ii,i y ,r 3�"//68 i'.�,s.�Y �� / y/i i/� ���r�/-,� ,< /iy u%< a $ + 0 G/ i� r�, ,7r<,,z,%////z cry rF�✓ �y����i/�3 s£s E� s zz ,�s3s£s s •� �Zl+* i7/�`�36y'yl�� m y" ./z s/ rs�Sales: ,(y F/ v :: , No Preferential Right at a ., Sale j£ ag • Cash or Terms .�' • Basic Terms --At least 10%down •Exception PDP-2.5%down —No more than 25 year payment term —Interest Rate-set by Treasurer (Prime plus 2%) ^-Partial Patent Commercial Leasing i1 , • Negotiate/Document I I.I ; • Term-10to99 years • No subordination • Use limitations/CC&R's Rent { —Ground-Annual/In advance • --Percentage -Participation --Phase in 1 1 riSMI —Adjustments a; 4, 9 .'.,„,..,:„„,,,,,, ,,.. ,, /g Commercial Leasing .., ' ' , i' • Development Plan ,:i, -„,;'''''''` • Preferential Rights F` --Bid-Match/Bid-Match �w . „4..4.,..., R Infrastructurellmpact �'17w 1.4, , Fees r # � �,,2-. • Easements F7. 7,,� ':.., • Improvements- ilT4::-:..#14.F ..•.....-;....7..- Amortization • Archaeology Illit ow � ''/"...t.':147 fi n,z" q v Commercial Leasing limv,41,,,,c..,„ ; .,,,:.i Mortgages on Leasehold - NOT State's Fee Interest :''' ': ''''-1--,.',-.:',.:-.',-... • Lender Remedies w • Special Purpose Entities * Liquidated Damages ,'“77*,,,4..*'-i,;;-'., -- •R� Mutual Cancellationa • Assignment/Sublease e^ yVt.'''':'3;:"'H'zii.;'''''''',:f:;6**'4.,:,4127,;;...*-.-4 Arbitration/r y�,p )147.4 '.:6iiii j': k l''''..1';,''''..7',:i..;i::i',$;:':.,''',.i.''''''''''''''''.! ',,,,,f;:: AreSaouthern Arizona,:.,,,,,:: :,:li ,",� . of Responsibility •'7�/., it sf,.�� Wi( R i + li y 'f �p �`gg W:,.•',,,,,i,Y.\:,. ''''..,. Y ....,:,,Lif,•to . f '',*‘it,:i1.!,7.71t,..',-:4'4,;,',',, !.,,,.i'.,,,,,th,',.,;,'''''''''''''' - 0 10 -+w mvpw �at Kif r. An..,na State Land[? fitment- outhern Arizona Real,Estat ivlsion , s i•••••, AREA OF RESPONSIBILITY , 7, uttlirn Phial County 5_ w� ° �t"t� x x ri V� Puna C tti} '"'--- '-'7'..44.,'.::*".' . �f i! y'k 1"x e Y ". f y ." COi:hi�H CO!un y i A• S t"a . 4., • i"'"--•.4:1',.'..::::'''1.,',,,,,4,..,, Santo ruz County M^.'' �,: I- i- j y.; 6 ''' ASLD Five Year Plan ,, , ,.„,. .,. ,,,,,.. ......: . 4 ;':, for . . ,,:. ,, . - - ' ' Southern Arizona . . , , ,.., . , . , . -,-. , ., .7.''"" ' x�i� 3/ hs �i,4.s%pY "' i Sf f YS'fL r T �, .M f Upcoming Planning Projects • VAMP • Southlands Sahuarita • Marana �f�"' -r"K , �" - • Catalina/Oracle Junction • Red Rock interchange e kl.III:i;ll:1111:1111 y�f !j Y YN ,�SYy/ / t � t 5t ,,. / / . • Greater Benson Area .14,✓/tioi/lit/.;.,.ao..i Gr k %i/.tY/eA'>,; .. 11 Y a X FUTURE PLANNING PROJECTS <dc Red Rock Interchange' ;,w�Catalina l Oracle Junctior — ,,,�`N ' Martina s°''`�-� '147-7 `�.��'��,�;;� :, ,. , :;•.,,,s 'Y ,.,,,,.:,X,.., :",,,:,.:„,.,,,,.,,,„,....,,•.:4;q,„:.:.: -"''''''''.:4-V,14.1...„, yy- ., s sw '''..,14:: ., ,f��a RAMP i` . r..c•-•.,-*:,;'slIki,i. 2£ b ' ouhlaY � Sahuarita ""`�--'-�-�'`_.w y' 1 I.. .%:....--` ri 1,:'''.;] ' C"_Greater Benson e A 1 1 FY 06 Major Dispositions f h11,4,111C,!: .,71.41 • Wingate--Harrisonllrvington Q u x6Y 3 z!c `�iyx .,i s it k..yrs,. s r kF� €{ � Orange Grove/Picture Rock iiii5' fL /� �/: • [-191Sahuarita `„,,,.,",..,,,!,1,,,,,,,•,,,,::.,.:.',.::•.• • Houghton Road Project 1111101::..,,-,..'x Twin Peaks Project xwx �-'',.;.ii:',k7.:,,,,,P.:,4 • Ea le Crest/Saddlehrooke "6 4' �,° . 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