Asset Management
OUSD is in the process of considering the most effective and appropriate use of its real property, including the sale or lease of excess property owned by the District. In March 2018, the Board of Education authorized Eric Hall & Associates (EH&A) to conduct an Asset Management Study to evaluate five district properties for effective use and identify potential revenue sources.
The original five identified properties evaluated were:
- Ditmar School
- Ocean Shores High School
- Pacifica Elementary
- District Office North (ESS)
- District Office South
The evaluation of these properties consisted of an inspection and valuation of their current market conditions. The Asset Management Study includes a Broker Opinion of Value (BOV) for each property prepared by a licensed real estate professional with the intent to derive the highest and best use for the identified properties that will include the most profitable, physically viable, and legally permissible options for consideration. The Asset Management Study was presented to the Board of Education in October 2018 and again in February 2019 to review the valuations and options for these properties, including sale, lease, joint-use lease, joint-use grant projects, property exchange, and license agreements.
Properties for Consideration
On May 14, 2019, the Board of Education approved Resolution No. 23 (18-19) to not only establish the 7-11 Committee, but also identify current district properties as potential surplus property sites. The properties for consideration beginning May 14 were Pacifica Elementary School (4991 Macario Dr.) and Ocean Shores High School (3131 Oceanside Blvd.).
Ocean Shores property information
Pacifica property information
On November 12, 2019, the Board of Education approved Resolution No. 09 (19-20) to identify current district properties as potential surplus property sites. The properties for consideration beginning November 12 were the Ditmar Cottage (1111 S. Ditmar St.) and Pioneer Cemetery (135 Rancho del Oro Dr.).
Ditmar Cottage property information
Pioneer Cemetery property information
On April 28, 2020, the Board of Education approved the closure of Garrison Elementary School and the placement of Garrison Elementary School into Asset Management. On May 12, 2020, the Board of Education approved Resolution No. 24 (19-20) to identify current district property as a potential surplus property site. The property for consideration beginning May 12 was Garrison Elementary School (333 Garrison St.).
Facilities Advisory Committee & Properties
- Facilities Advisory (7-11) Committee
- Ditmar Cottage Property
- Garrison Property Information
- Ocean Shores Property Information
- Pacifica Property Information
- Pioneer Cemetery Property Information
Facilities Advisory (7-11) Committee
Following the presentation in February 2019, the Board of Education directed staff to begin the process to establish the Facilities Advisory (7-11) Committee. The Board of Education approved the District to take actions necessary to initiate the establishment of the Facilities Advisory (7-11) Committee with the approval of Resolution No. 12 (18-19). The purpose of the 7-11 Committee is to gather information, present the Board of Education with a report with recommendations, and a list of priorities which is advisory and nonbinding. The 7-11 Committee shall consist of not less than seven nor more than eleven members and shall be representative of the District community. Community members who were interested in being on the 7-11 Committee were encouraged to complete an application. Applications were available online and at the District Office. Applications were due April 15, 2019.
The following community members were approved by the Board of Education at the May 14th meeting via Resolution No. 23 (18-19) to form the Facilities Advisory (7-11) Committee:
- Tracey Alexander
- Frank Balanon
- Steve Bessant
- Art Carrasco
- Jaime (Jimmy) Figueroa
- Charles Finn
- Sherry Freeman de Leyva
- Kiel Koger
- Wayne Reese
Meetings were scheduled for once a month, unless otherwise noted. Meetings took place in the District Office Board Room at 5:00pm, unless otherwise noted.
Meetings
- June 3, 2020 *Virtual Meeting
- May 27, 2020 *Virtual Meeting
- May 13, 2020 *Virtual Meeting
- March 18, 2020 *Virtual Meeting
- February 12, 2020
- January 15, 2020
- December 11, 2019
- October 16, 2019
- September 18, 2019
- August 14, 2019
- June 18, 2019
- May 28, 2019
June 3, 2020 *Virtual Meeting
May 27, 2020 *Virtual Meeting
May 13, 2020 *Virtual Meeting
March 18, 2020 *Virtual Meeting
February 12, 2020
January 15, 2020
December 11, 2019
October 16, 2019
September 18, 2019
August 14, 2019
June 18, 2019
May 28, 2019
Ditmar Cottage Property
On November 12, 2019, the Board of Education approved Resolution No. 09 (19-20) to identify current district properties as potential surplus property sites. One of the properties for consideration was the Ditmar Cottage.
Ditmar Cottage
1111 S. Ditmar St.
Building sq. ft.: 1,670
Acreage: 0.0625
Zoning: Residential
The Ditmar Cottage was discussed in the following Facilities Avisory (7-11) Committee meetings:
December 11, 2019
January 15, 2020
February 12, 2020
March 18, 2020
On April 14, 2020, the Facilities Advisory (7-11) Committee presented its Final Report on Findings and Recommendations to the Board of Education. The Board of Education approved and accepted the following recommendations:
- The entire site of Pioneer Cemetery can be considered surplus to the educational needs of the District.
- The Committee recommends that the Governing Board declare the Pioneer Cemetery as surplus to the educational needs of the district and consider transferring the property to the Oceanside Historical Society by quitclaim deed with a deed restriction, or other process as recommended by the District's legal counsel, and in accordance with the applicable legal requirements associated with the transfer of cemetery property.
- The Ditmar Cottage building can be considered surplus to the educational needs of the District.
- The Committee recommends that the Governing Board declare the Ditmar Cottage building as surplus to the educational needs of the District and consider sale, transfer, demolition or other disposition of the building in any manner that would be in the best interest of the District.
- The underlying real property parcel on which the Ditmar Cottage sits should not be considered surplus to the educational needs of the District.
- The Committee recommends the underlying real property be retained by the District for use in connection with the purposed of the Ditmar Academy site (formerly known as the Ditmar Elementary School site) or other beneficial educational needs of the District.
- The Committee grants to the Governing Board the necessary flexibility and discretion in choosing a method of disposition and/or use for these Properties, as specified, that best serves the District's interest and the needs of students, staff and community.
Garrison Property Information
On May 12, 2020, the Board of Education approved Resolution No. 24 (19-20) to identify current district properties as potential surplus property sites. The property for consideration was Garrison Elementary School.
Garrison Elementary School
333 Garrison St.
Year built: 1970
Building sq. ft.: 56,605
Acreage: 11.25
Zoning: Public and Semi-Public
Garrison was discussed in the following Facilities Avisory (7-11) Committee meetings:
May 13, 2020
May 27, 2020
On June 23, 2020, the Facilities Advisory (7-11) Committee presented its Final Report on Findings and Recommendations to the Board of Education. The Board of Education approved and accepted the following recommendations:
- The entire site of Garrison Elementary School can be considered surplus to the educational needs of the District.
- The Committee recommends that the Governing Board declare the Garrison Elementary School site as surplus to the educational needs of the district and consider selling, exchanging or otherwise disposing of the property in any manner that would be in the best interest of the District.
- The Committee desires to give the Governing Board the necessary flexibility and discretion in choosing a method of disposition for the Property that best serves the District's financial interest and the needs of students, staff and community.
Sale of Garrison
On June 23, 2020, the Board of Education declared Garrison Elementary School surplus to the educational needs of the district in accordance with Education Code sections 17455 et seq. In June 2020, a Notice of Surplus Property Sale was published in the local newspaper and related priority offers to public entities were provided by mail. Interested, eligible entities were encouraged to submit a written offer to the Deputy Superintendent of Business Services by September 28, 2020.
On September 14, 2021, the Board of Education held a public hearing to receive public input on requesting a waiver of certain portions of the statutory surplus property disposition process for the sale of Garrison. The waiver would remove certain procedural restrictions regarding how the District disposes of the Property, specifically the restrictive bidding requirements. This would allow the District to publicly solicit and evaluate competitive offers and select the offer that is in the District’s best interest after consideration of a number of factors including, but not limited to, offer price. Accordingly, the Board of Education approved Resolution No. 06 (21-22), which authorized the District to move forward in requesting a waiver. Any resulting purchase and sale agreement would be brought back to this Board for review and approval.
On October 12, 2021, the Board of Education approved Resolution No. 14 (21-22), stating that the District has complied with the requirements of California Education Code section 17464(c) and offered the Property to the appropriate designated entities, is in the process of negotiating terms of sale of a portion of the Property with the City of Oceanside, but also now wishes to sell the remainder of the Property to an appropriate purchaser. With the approval of the resolution, the District intends to sell the Property to an entity to be identified by the District as providing the terms that are in the best interest of the District, to be identified after review of several proposals.
On January 18, 2022, the Board of Education approved the sale of approximately 3 acres of Garrison Elementary School to the City of Oceanside via Resolution No. 22 (21-22). Upon approval, the District and City of Oceanside entered into a Purchase and Sale Agreement.
On November 15, 2022, the Board of Education approved the sale of approximately 8 acres of Garrison Elementary School to TTLC Management, Inc. via Resolution No. 16 (22-23). Upon approval, the District and TTLC Management, Inc. entered into a Purchase and Sale Agreement.
Ocean Shores Property Information
On May 14, 2019, the Board of Education approved Resolution No. 23 (18-19) to identify current district properties as potential surplus property sites. One of the properties for consideration was Ocean Shores High School.
Ocean Shores High School
3131 Oceanside Blvd.
Year built: 1974
Building sq. ft.: 19,518
Acreage: 3.5
Zoning: Public and Semi-Public
Ocean Shores was discussed in the following Facilities Avisory (7-11) Committee meetings:
May 28, 2019
June 18, 2019
August 14, 2019
September 18, 2019
October 16, 2019
On November 12, 2019, the Facilities Advisory (7-11) Committee presented its Final Report on Findings and Recommendations to the Board of Education. The Board of Education approved and accepted the following recommendations:
- The entire site of the former Pacifica Elementary School can be considered surplus to the educational needs of the District.
- The entire site of Ocean Shores High School can be considered surplus to the educational needs of the District.
- For the above reasons, the Committee recommends that the Governing Board declare the two Properties described above as surplus to the educational needs of the District.
- The Committee recommends the Governing Board consider reallocating these assets in a manner which best serves to improve the educational experience of all students in the District. This includes options for possible sale or lease of the sites, seeking applicable waivers of bid requirements, as well as the consideration of potential joint use, license or exchange of the Properties.
- The Committee grants to the Governing Board the flexibility and discretion in choosing a method of disposition for these surplus Properties that best serves the District's financial interests and the needs of students, staff and community, while still adhering to all applicable laws and District policies.
Sale of Ocean Shores
On November 12, 2019, the Board of Education declared Ocean Shores High School surplus to the educational needs of the district in accordance with Education Code sections 17455 et seq. In April 2020, a Notice of Surplus Property Sale was published in the local newspaper and related priority offers to public entities were provided by mail. Interested, eligible entities were encouraged to submit a written offer to the Deputy Superintendent of Business Services by June 19, 2020. As a result of the Notice of Sale of Surplus Property, representatives from the City of Oceanside expressed an interest in the property. On September 8, 2020, the Board of Education ratified a Right of Entry and Access Agreement with the City of Oceanside to provide City representatives with access to the Property.
On December 15, 2020, the Board of Education approved the sale of Ocean Shores to the City of Oceanside via Resolution No. 13 (20-21). Upon approval, the District and the City of Oceanside entered into a Purchase and Sale Agreement.
On April 29, 2021, Ocean Shores was sold to the City of Oceanside for $1,830,000.
Pacifica Property Information
On May 14, 2019, the Board of Education approved Resolution No. 23 (18-19) to identify current district properties as potential surplus property sites. One of the properties for consideration was Pacifica Elementary School.
Pacifica Elementary School
4991 Macario Drive
Year built: 1972
Building sq. ft.: 1,300
Acreage: 14.19
Zoning: Public and Semi-Public
Pacifica was discussed in the following Facilities Avisory (7-11) Committee meetings:
May 28, 2019
June 18, 2019
August 14, 2019
September 18, 2019
October 16, 2019
On November 12, 2019, the Facilities Advisory (7-11) Committee presented its Final Report on Findings and Recommendations to the Board of Education. The Board of Education approved and accepted the following recommendations:
- The entire site of the former Pacifica Elementary School can be considered surplus to the educational needs of the District.
- The entire site of Ocean Shores High School can be considered surplus to the educational needs of the District.
- For the above reasons, the Committee recommends that the Governing Board declare the two Properties described above as surplus to the educational needs of the District.
- The Committee recommends the Governing Board consider reallocating these assets in a manner which best serves to improve the educational experience of all students in the District. This includes options for possible sale or lease of the sites, seeking applicable waivers of bid requirements, as well as the consideration of potential joint use, license or exchange of the Properties.
- The Committee grants to the Governing Board the flexibility and discretion in choosing a method of disposition for these surplus Properties that best serves the District's financial interests and the needs of students, staff and community, while still adhering to all applicable laws and District policies.
Sale of Pacifica
On November 12, 2019, the Board of Education declared Pacifica Elementary School surplus to the educational needs of the district in accordance with Education Code sections 17455 et seq. In April 2020, a Notice of Surplus Property Sale was published in the local newspaper and related priority offers to public entities were provided by mail. Interested, eligible entities were encouraged to submit a written offer to the Deputy Superintendent of Business Services by June 19, 2020.
On October 13, 2020, the Board of Education approved a listing agreement with Tierra Development Advisors in order to utilize a commercial brokerage team to assist with the marketing of the Pacifica site in order to solicit offers in efforts to generate the highest potential price for the property expediently.
On February 9, 2021, the Board of Education held a public hearing to receive public input on requesting a waiver of certain portions of the statutory surplus property disposition process for the sale of Pacifica. Given the unique property aspects of Pacifica, the District, in consultation with its broker and legal counsel, determined that a Request for Proposal process was preferrable for the sale of Pacifica. Accordingly, the Board of Education approved Resolution No. 25 (20-21), which authorized the District to move forward in requesting a waiver. Any resulting purchase and sale agreement would be brought back to this Board for review and approval. The Board of Education also approved Resolution No. 26 (20-21) which declared Pacifica to be “exempt surplus” in accordance with Government Code sections 54220 et seq. in order to comply with a change in the law that became effective after the district previously declared Pacifica to be “surplus.”
On March 9, 2021, the Board of Education reviewed and considered the offers provided for the Pacifica property and selected a top offer, authorized staff to negotiate the terms of the letter of intent, as well as a purchase and sale agreement to be brought back for final Board approval at a later meeting. However, the selected developer lost a number of key staff members and decided to move its business model away from acquisition of properties needing entitlements. As a result, district staff requested new offers from other builders and developers that remained interested in Pacifica.
On July 20, 2021, the Board of Education reviewed and considered new offers provided for the Pacifica property and selected a top offer, authorized staff to negotiate the terms of the letter of intent, as well as a purchase and sale agreement to be brought back for final Board approval at a later meeting.
On August 10, 2021, the Board of Education approved Resolution No. 03 (21-22) making certain findings in support of the State Board of Education's waiver conditions for disposition of the Pacifica property. The resolution confirmed the Board's reasons for selection of the most desirable offer and made the required findings in support of SBE's waiver conditions.
On December 14, 2021, the Board of Education approved the sale of Ocean Shores to MLC Land Holdings Inc. (known as Meritage) via Resolution No. 16 (21-22). Upon approval, the District and Meritage entered into a Purchase and Sale Agreement.
On February 8, 2022, the Board of Education approved the First Amendment and Second Amendment to the Purchase and Sale Agreement with Meritage. The First Amendment extended the Feasibility Review Period by three days. The Second Amendment amended the following terms:
- The Purchase Price, as set forth in Article I, Section 1.2(a) of the PSA, will be reduced by $500,000, from $15,800,000 to $15,300,000.
- The Second Deposit, as set forth in Article I, Section 1.2(b)(ii) of the PSA, will be increased by $100,000, from $250,000 to $350,000.
- $250,000 of the First Deposit and Second Deposit, as set forth in Article I, Section 1.2(b)(ii)-(iii) of the PSA, will now be deemed non-refundable, except in the event of a Seller default, or the circumstances provided in Article V or Section 3.2 or Section 2.3 of the PSA.
Pioneer Cemetery Property Information
On November 12, 2019, the Board of Education approved Resolution No. 09 (19-20) to identify current district properties as potential surplus property sites. One of the properties for consideration was Pioneer Cemetery.
Pioneer Cemetery
Rancho del Oro Dr. and Hwy. 76
(400 yards south of San Luis Rey Mission)
Pioneer Cemetery was discussed in the following Facilities Avisory (7-11) Committee meetings:
December 11, 2019
January 15, 2020
February 12, 2020
March 18, 2020
On April 14, 2020, the Facilities Advisory (7-11) Committee presented its Final Report on Findings and Recommendations to the Board of Education. The Board of Education approved and accepted the following recommendations:
- The entire site of Pioneer Cemetery can be considered surplus to the educational needs of the District.
- The Committee recommends that the Governing Board declare the Pioneer Cemetery as surplus to the educational needs of the district and consider transferring the property to the Oceanside Historical Society by quitclaim deed with a deed restriction, or other process as recommended by the District's legal counsel, and in accordance with the applicable legal requirements associated with the transfer of cemetery property.
- The Ditmar Cottage building can be considered surplus to the educational needs of the District.
- The Committee recommends that the Governing Board declare the Ditmar Cottage building as surplus to the educational needs of the District and consider sale, transfer, demolition or other disposition of the building in any manner that would be in the best interest of the District.
- The underlying real property parcel on which the Ditmar Cottage sits should not be considered surplus to the educational needs of the District.
- The Committee recommends the underlying real property be retained by the District for use in connection with the purposed of the Ditmar Academy site (formerly known as the Ditmar Elementary School site) or other beneficial educational needs of the District.
- The Committee grants to the Governing Board the necessary flexibility and discretion in choosing a method of disposition and/or use for these Properties, as specified, that best serves the District's interest and the needs of students, staff and community.
Property Transfer
On April 14, 2020, after review of the Facility Advisory (7-11) Committee’s recommendation, the Board of Education agreed that Pioneer Cemetery has no beneficial, educational school uses and that the Oceanside Historical Society is the appropriate party to own, maintain, and administrate the workings of the property as a historical public cemetery.
On January 12, 2021, the Board of Education adopted Resolution No. 21 (20-21) authorizing staff to enter into the Property Transfer and Deed Restriction Agreement. This allowed the District to convey the property to the Oceanside Historical Society in consideration for (1) $1.00 paid to the district and (2) the Oceanside Historical Society’s previous long-term maintenance of and improvements made to the property.
On March 22, 2021, Pioneer Cemetery was transferred to the Oceanside Historical Society.