Page 2 - Microsoft Word - Lozano Smith Surplus Property Checklist - August 2025.docx

Table of Contents

Summary ......................................................................................................................................... 2

Detailed Checklist ........................................................................................................................... 3

I. Determination of Surplus Status ............................................................................................. 3

II. Gather Community Input (“7-11 Committee”) ...................................................................... 3

III. Consider Physical, Political, and Historical Aspects of Site .................................................. 5

IV. Board Action Declaring Property Surplus ............................................................................. 6

V. Required Offers ...................................................................................................................... 7

A. Offers Required by the Naylor Act (Ed. Code, §§ 17485 et seq.) .................................... 7

B. Offers to Sell or Lease with Option to Purchase (Ed. Code, § 17464(b)) ........................ 9

C. Offers to Lease with No Option to Purchase ................................................................... 9

D. Notices of Availability under Surplus Land Act (Gov. Code, § 54220, et seq.) ............. 10

E. Additional Offers if Leasing Vacant Classrooms ............................................................ 11

F. Offers to Interested Charter Schools No Longer Required ........................................... 12

VI. Notification of Local City or County Planning Agency Prior to Sale .................................. 12

VII. Board Action Declaring Intention to Sell or Lease the Property ...................................... 13

VIII. Competitive Bidding .......................................................................................................... 14

IX. Exceptions ............................................................................................................................ 14

X. Use of Proceeds of Sale or Lease with Option to Purchase ................................................ 16

XI. Use of Proceeds of Lease with No Option to Purchase ...................................................... 17

LozanoSmith.com Checklist for Sale or Lease of School District Surplus Property 1