Presentation Transcript

1. The ABCs of Real Estate DisposalHow to Make the Most of your Real Estate Holdings?

   Blaine HastingsLead Realty SpecialistAuburn, WA2011 GSA Expo
2. You May Have an Opportunity if: You have 3 acres of parking and only ½ acre of cars. You have your people spread out over 2 or 3, under-utilized locations. Your mission is expanding or shrinking, and you need facility alterations to accommodate your mission. It is our mission to assist you . . .
3. How can we help? Lets Start with a Targeted Asset Review (TAR) This is a real estate utilization study to assist land-holding agencies (LHA’s) with real property asset management , by: Increasing an agency’s knowledge of individual assets. Understanding the role of each asset in supporting agency mission objectives. Examining current and future utilization alternatives. Collecting and organizing title, environmental, historic, and cultural information. Identifying real estate and community issues affecting the property.
4. Elements of the Analysis FRPP Installation Unique Identifier Landholding Agency and GSA Contacts Size: Acreage/ Buildings/Improvements Legal Interest FRPP Status Historical and Current Use of Property Title Documents – Acquisitions and Disposals Easements, Permits, Licenses (Outgrants) FRPP Restrictions Coding Jurisdiction Building/Improvement List Access/Transportation Corridors Neighborhood Description/Compatibility FRPP Historic Status Historic/Cultural Characteristics Historic/Cultural Issues or Concerns Asset Management/Recommendation Floodplain (include map) Wetlands/Vernal Pools Threatened/Endangered/Candidate Species Coastal Zone/Wild and Scenic River Indian Reservation National Park/Seashore/Wildlife Refuge Underground/Aboveground Tanks Asbestos Lead Based Paint/Lead in Soil Radon/Mold Pesticides/Insecticide Use Other Environmental Concerns Brief Overview of Utilities Plats, Site Plans, Floor Plans, Location Maps
5. TAR’s (cont’d) GSA makes recommendations based on the TAR and agency needs. Good news: Basic TAR’s are currently fully funded by GSA’s Office of Real Properly Utilization & Disposal under authorities contained in GSA’s Appropriation.
6. TAR’s done: Now what? The land-holding agency (LHA) reviews the report and our recommendation and makes a decision on how to proceed. If the decision is to dispose; The LHA will screen the property internally to see if there are other mission needs. If there is no further mission need, the LHA prepares a Report of Excess.
7. Report of Excess Starting with the information in the TAR, the LHA will prepare a Report of Excess (ROE). The ROE will have: basic information on who is reporting the property excess, contact information, property location, size, legal description, disposal check list , plat maps, environmental base line survey, determination of historical eligibility, pictures etc. The ROE is sent to GSA for review and acceptance OR
8. ROE Wizard Go green with the new GSA “ROE Wizard” The “Wizard” will guide you through the ROE process. It prompts the user to be sure all the necessary documents are included . It allows the user to request approvals and certifications electronically. E-mails the finished document to the correct GSA office. https://extportal.pbs.gsa.gov/ResourceCenter/content/federalagency.do
9. ROE Wizard Features Agency (.gov, .mil) access from Home Page. Edit, save and download SF 118 and checklists. Upload unlimited documents. Email routing to concurring and approving official(s). Auto-submission to GSA region. Go green – no hardcopy needed.
10. Property Disposal Home Page
11. Federal Agency Customers
12. Login Screen
13. ROE Management
14. Document Page
15. Environmental Concurrence(s)
16. ROE Approval
17. Disposal Process: Excess Property Step 1: GSA reviews and accepts the ROE. Step 2: Excess property is screened for other Federal need. If there is another Federal need: Federal Agencies are required to pay Fair Market Value (FMV) or request a waiver of paying FMV from OMB/GSA. If approved the transfer is completed by letter. The transfer is complete – Case closed . If there is no Federal need the property is declared Surplus to the Government’s needs.
18. Disposal Process: Surplus property Step 3: Screening of Surplus property for Public Benefit Conveyance (PBC) GSA notifies the Congressional Delegation, Governors Office, Local government that the property is surplus and available for a (PBC). Screening will include the list of PBC’s and sponsoring agency contacts . Applicants have 20 days (60 days for Homeless) to respond with a letter of interest.
19. Public Benefit Conveyance (PBC) The following is a list of PBC’s available to state and local governments and some non-profit groups with up to 100% discount: Park and Recreation 40 USC § 550(e) Public Health 40 USC § 550(d) Educational 40 USC § 550(c) Correctional 40 USC § 553 Law Enforcement 40 USC § 553 Homeless 42 USC § 11411
20. Public Benefit Conveyance (PBC) can't Emergency Management Response 40 USC § 550 Self Help Housing 40 USC § 550(f) Wildlife/Conservation 16 USC § 667b-d Self Help housing 40 USC § 550(f)(3) Port Facility 40 USC § 554 Highway 23 USC § § 107 & 317 Public Airport 40 USC § 345(c) Negotiated Sale (FMV) 40 USC § 545(b)(8)
21. Public Benefit Conveyance (PBC) cont’d Sponsoring agency approves an application. Title will be conveyed by Quit Claim deed. Covenants limiting the use of the property to the sponsor’s program are incorporated in the deed. Other covenants and notices frequently included are: CERCLA, Historic Preservation, Non discrimination, Lead Base Paint, and Asbestos.
22. Public Benefit Conveyance (PBC) cont’d Property conveyed: Compliance inspections will be made at regular intervals to insure the grantee’s compliance with the covenants restrictions. If the Grantee violates the covenant(s) the property may be reverted back to Federal ownership. If there is no PBC application received and approved GSA proceeds to Public Sale.
23. Public Sale GSA develops a marketing plan. Appraises the property (contract appraiser). Sale conducted by: Sealed bid Live auction On line auction (www.Auctionrp.com) Combination of methods
24. Award Bid/ Close Sale If GSA receives an acceptable offer: Award the bid and prepare Quit Claim Deed. Closing the sale: Collect the balance owed on sale. Proceeds from sale will be deposited in the Treasury Wildlife Conservation Fund or If the LHA is authorized to retain proceeds, the cost of sale is deducted, and the balance of funds are given to the LHA.
25. Real Property Relocation Program Relocate an agency from high value, but obsolete or underutilized facilities. Allow for immediate disposal: No excess/surplus screenings. Disposal (GSA) pays for costs of relocation to the new facility, and reimburses itself from sale of old facility.
26. Relocation: program Benefits Acquisition and moving expenses paid for by GSA. Release high-value, underutilized properties. Relocate agencies to more modern, efficient sites. Market and sell vacated property quickly. Direct to sale; NO Federal or PBC screening. Return proceeds to the Federal Government.
27. Criteria LHA must have an active mission-related function that can be relocated in the same commuting area. Current property is considered economically excess, not functionally excess. Government return on investment in relocation costs should exceed a 2:1 ratio. Thirty year discounted cash flow analysis must show a cost savings as a result of the relocation.
28. Relocation Costs Expenses that can be covered through this program: Transportation Site Inspection Appraisals Real Estate Acquisition Fixed Equipment Construction Leasing Hauling & Handling
29. Other Real Estate Services Available services include: Appraisals Land Surveys & Title Search Site Acquisition Disposal Leasing Disposal Option Studies Exchanges Marketing Studies Training Land use studies Retention/Disposal Studies Historic Compliance Report of Excess Assistance Environmental Solutions Enhanced Use Leasing
30. Who Pays for the Services? Disposal has funds available to pay for certain studies, which result in a disposal action (i.e. TARs). Disposal pays for relocation and reimburses itself out of sales proceeds. Other services available on a reimbursable basis (i.e. Disposal Options Studies, appraisals, etc.); LHA is only charged the actual contract cost and staff time.
31. Real Estate Disposal Authorities Overview: Federal Property & Administrative Services Act of 1949 CFR- title 41- Public Contracts & Property Management Stewart B. McKinney Homeless Assistance Act Surplus Property Act of 1944: Public Airports Economy Act Federal Management Requirements Section 207 of the 1949 Act Executive Order 13327 Federal Real Property Assets Public Law 100-202 (relocation)
32. How is a Service Requested? Contact your local GSA Utilization & Disposal Office. Provide information about the property. The Realty Specialist will conduct a needs assessment and propose studies tailored to your current needs.
33. Your Local Disposal Office
34. Office of Real Property Utilization & Disposal Contacts: Zone 1: John Kelly – Boston, MA john.kelly@gsa.gov or (617) 565-5700 Zone 4: Rob Miller – Atlanta, GA rob.miller @gsa.gov (404) 331-5133 Zone 7: Melvin Freeman – Fort Worth, TX melvin.freeman@gsa.gov or (817) 978-2331 Zone 9: Clark Vanepps – San Francisco, CA clark.vanepps@gsa.gov or (415) 522-3420 Zone 11: Tim Sheckler – Washington, DC tim.sheckler@gsa.gov or (202) 708-5867
35. Resources https://propertydisposal.gsa.gov www.auctionrp.com https://rc.gsa.gov www.usa.gov
36. Questions?