thehacienda at coto de caza · 2013-07-16 · communities and chandler pratt & partners....

8
1 become a distinct one of a kind rural lifestyle without losing touch with Orange County’s urban sophistication. This unique location in the Saddleback Mountain foothills adjacent to the Cleveland National Forest combines with two 18- hole championship golf courses, two tennis and racquet clubs with pools, spas, workout facilities, parks, walking trails, and a highly renowned equestrian center to make Coto de Caza one of the premier planned development communities in the world. Project Design Concept The proposed project’s guiding vision is to integrate a new member into the Coto de Caza community using the same care and design sophistication that is integral to Coto de Caza. The project’s design intent is to capture the character, feel, and detail of the historic Southern California Spanish Ranchos that once existed throughout the region. The project will provide PROJECT OVERVIEW Oxbow Partners and Hacienda Senior Living, LLC (a partnership of Watermark Retirement Communities and Chandler Pratt & Partners) is proposing to develop an underutilized 2.9-acre parcel of land in Coto de Caza, the former Merryhill School site. The contemplated project, The Hacienda at Coto de Caza, is a low- density assisted living and memory care senior living community that incorporates the adjacent equestrian facility in its innovative residential care programs. Coto de Caza is a 5,000-acre private-guard gated-community with more than 60 world-class residential neighborhoods. Nearly 50 years of stewardship have nurtured one of Southern California’s premier naturally beautiful areas to The Hacienda At Coto de Caza

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Page 1: TheHacienda At Coto de Caza · 2013-07-16 · Communities and Chandler Pratt & Partners. Watermark Retirement Communities, Inc., is also the Operator of the Hacienda at Coto de Caza

8

Watermark Retirement Communities

2020 West Rudasill Road

Tucson, Arizona 85704

Tel: 520.797.4000

Fax: 520.877.2269

email: [email protected]

Oxbow Partners

2855 Pacifi c Coast Highway, Ste. 227

Corona del Mar, CA 92625

Tel: 714.904.5948

Fax: 949.209.9286

Chandler Pratt & Partners

4116 W. Magnolia Blvd

Suite 203

Burbank, CA 91505

Tel: 818.843.8644

Fax: 818.566.1437

1

become a distinct one of a kind rural lifestyle without losing touch with Orange County’s urban sophistication. This unique location in the Saddleback Mountain foothills adjacent to the Cleveland National Forest combines with two 18-hole championship golf courses, two tennis and racquet clubs with pools, spas, workout facilities, parks, walking trails, and a highly renowned equestrian center to make Coto de Caza one of the premier planned development communities in the world.

Project Design ConceptThe proposed project’s guiding vision is to integrate a new member into the Coto de Caza community using the same care and design sophistication that is integral to Coto de Caza. The project’s design intent is to capture the character, feel, and detail of the historic Southern California Spanish Ranchos that once existed throughout the region. The project will provide

PROJECT OVERVIEW Oxbow Partners and Hacienda Senior Living, LLC (a partnership of Watermark Retirement Communities and Chandler Pratt &

Partners) is proposing to develop an underutilized 2.9-acre parcel of land in Coto de Caza, the former Merryhill School site. The contemplated project, The Hacienda at Coto de Caza, is a low-density assisted living and memory care senior living community that incorporates the adjacent equestrian facility in its innovative residential care programs.

Coto de Caza is a 5,000-acre private-guard gated-community with more than 60 world-class residential neighborhoods. Nearly 50 years of stewardship have nurtured one of Southern California’s premier naturally beautiful areas to

The

Hacienda At Coto de Caza

Page 2: TheHacienda At Coto de Caza · 2013-07-16 · Communities and Chandler Pratt & Partners. Watermark Retirement Communities, Inc., is also the Operator of the Hacienda at Coto de Caza

2

These aspects create a unique opportunity to achieve a development with an incredibly small and environmentally-sensitive footprint, a strong sense of place and at the same time further many of South Orange County’s adopted environmental and sustainability objectives.

Operating PrinciplesHacienda Senior Living seeks to rediscover and rebuild the values of family-centric senior care. Watermark Retirement Communities, the Operator of the Hacienda at Coto de Caza, is taking the best parts of disappearing systems like multi-generational households, local board and care homes, country inns and bed & breakfasts to create an environment where seniors can thrive in every sense. Residents determine the rhythm of their days, rather than the economic or operational needs of the owner.With very high caregiver to resident ratios, caregivers are not mere service providers but daily companions, involved in most aspects

of residents’ lives. These operating principles, in concert with the richness and thorough integration of each physical setting element, help assure that residents’ daily experience will be distinctive and rewarding.As the Operator, Watermark is proposing to incorporate treatment and healing modalities that few, if any other retirement community

an uncommonly rich and meaningful resident experience by establishing a strong sense of place and community in the already historic Coto de Caza environment.

Creating a successful project in this setting requires a good deal more than sensitive building design and creative architectural detailing. Every aspect of the project must capture and present the vision of the Southern California rancho ambiance. Uniquely, this vision includes integrating the adjacent

equestrian facilities into the design and care systems. The vision also includes using landscape details, tree preservation, screening, and fencing elements, and plant and tree selections that further capture the overall Southern California rancho character and feel.

Green building concepts are included in many elements throughout the project. Items such as on-demand hot water systems with solar-assisted heating, low-energy glass, a gutter & downspout rainwater collection system that captures rooftop runoff in cisterns or rain gardens, a rainwater harvesting system that retains and re-uses a signifi cant percentage of annual rainfall and smart-controllers for all irrigation zones. Among the many items being studied is the possibility of including a gray-water landscaping plumbing and treatment system to reduce dependence on local water supplies.

7

FACT & INFORMATION SHEET

The former Merryhill School site is 2.9 acres and has been vacant for over fi ve years.

Property Location: The subject property is positioned at the northern portion of the community at 23432 Vista del Verde.

Current Zoning Designation: An assisted living and memory care senior community is a permitted use within the Existing Zoning Designation therefore no change of Zone is required.

Proposed Use: An assisted living and memory care senior community. The entire project will be designed and constructed to capture the look, character and feel of a historic rancho. No higher-intensity commercial uses are proposed. The project as currently envisioned includes 89 units and 101 residents in separate “neighborhoods” in a purpose built structure. The neighborhoods include a 57 unit assisted living program and two memory care programs (accommodating up to 17 residents each). Other combinations of assisted living and memory care programs are possible and each of the neighborhoods is designed to be convertible to meet market demand.

Adjacent Land Use: The property is immediately adjacent to the Coto Valley Equestrian Center, Maxwell Stables and The General Store. All three adjacent uses support the proposed redevelopment of the site as Senior Living.

Building Height: The community is envisioned to be a mixture of one- and two-stories in height that steps down with the contours of the site. While the present zoning permits a maximum height of 40 feet, the proposed project as envisioned will be limited to a height of thirty-four feet (34’) at its highest point.

Visual/View Impact: Due to the predominant two-story, low-profi le nature of the use and extensive existing landscaping, the views from surrounding properties will be minimally affected. The existing parking lot is anticipated to be used for this development’s parking. Hence the buildings will be positioned at the back of the property, adjacent to the equestrian center, further limiting the visual impact from Vista del Verde and surrounding areas.

Set Backs: The site plan will adhere to or exceed all zoning code standards for front, rear and side yard setbacks. The set back from Vista del Verde (front yard) to the buildings is approximately 70 feet with a 25 foot landscape buffer, as compared to the zoning requirement of 20 feet.

Traffi c Impact: Assisted living/memory care facilities are very low traffi c-generators. In addition, the operators maintain their own private transportation service for both scheduled and unscheduled resident errands and appointments, thereby further reducing the number of vehicle trips that would normally occur. In comparison to the previous use (school) this use generates approximately 80% less peak hour traffi c trips. This is a very small fi gure in traffi c engineering terms and will have negligible impact upon surrounding streets.

Noise Impact: This is an extremely quiet use and a very good neighbor to private residences.

Contact Information: With any questions or comments, please contact the entitlement coordinator, Tom Grabiel of Oxbow Partners ([email protected]) or David Freshwater of Watermark Retirement Communities ([email protected]).

All information in this brochure is conceptual and subject to change.

Page 3: TheHacienda At Coto de Caza · 2013-07-16 · Communities and Chandler Pratt & Partners. Watermark Retirement Communities, Inc., is also the Operator of the Hacienda at Coto de Caza

6

PRELIMINARY BUILDING CONCEPTS

Preliminary Schematic Site Plan

Preliminary Schematic Roof Plan

Drawings not to scale.

3

operators have ventured to try. The Hacienda at Coto de Caza will be highlighted by programs for equine assisted therapy. Watermark is working in conjunction with a nationally-recognized equine therapist and trainer, Barbara Rector, and the University of Arizona, to develop these progressive programs. The fi rst fully-integrated equine therapy program in the country will be launched by Watermark in its sister project in Tucson, Arizona called The Hacienda at the River. See an Inside Tucson Business article on this project here: http://www.insidetucsonbusiness.com/; keyword search: hacienda at the river. Qualifi cations of the Owner/OperatorThe owner of the Hacienda at Coto de Caza is Hacienda Senior Living, LLC. Hacienda Senior Living, LLC is co-owned by Watermark Retirement Communities and Chandler Pratt & Partners.

Watermark Retirement Communities, Inc., is also the Operator of the Hacienda at Coto de Caza. Watermark possesses the sensitivity, industry expertise, local knowledge, and fi nancial wherewithal to execute the project vision successfully and create this unique care community. Watermark presently operates 31 senior living centers across United States, accommodating more than 6,500 residents, making them one of the top 20 senior housing operators in the country. They have earned an industry reputation for running highly innovative and nontraditional care settings. For more information on Watermark, please visit their website: www.watermarkcommunities.com.

Chandler Pratt & Partners, a co-owner of Hacienda Senior Living, is a multifamily, mixed-use, and commercial real estate development and construction fi rm with a successful 35-year track record in many of Southern California’s densely populated urban infi ll locations. Chandler’s mission is to create the maximum value in each real estate development for the benefi t of the the community and its stakeholders. Chandler’s successful track record is due to four rigorously

Page 4: TheHacienda At Coto de Caza · 2013-07-16 · Communities and Chandler Pratt & Partners. Watermark Retirement Communities, Inc., is also the Operator of the Hacienda at Coto de Caza

4

The Hacienda team is scheduling public outreach meetings with nearby property owners and various Coto de Caza stakeholders so as to fully present the proposed project, answer questions, and identify neighbor issues requiring further discussion and attention.

implemented skill sets: fi nancial discipline, local development expertise, superior market knowledge, and decisive action. For more information, please see their website: www.chandlerpratt.com.

Planning ConsultantOxbow Partners is a multi-disciplined, real estate platform specializing in complex properties in Southern California infi ll locations. The Principals have worked through multiple economic cycles bringing a wealth of skills, market knowledge, relationships and a demonstrable track record of success. Oxbow will provide the day-to-day support to Hacienda Senior Living, Watermark and Chandler Pratt during the planning phase of the project.

Equestrian Therapy ConsultantIn 1973, Barbara Rector founded Adventures in Awareness, her renowned curriculum for training professionals in equine facilitated experiential learning (EFL) and equine facilitated psychotherapy (EAP). Barbara says: “The purpose of Adventures in Awareness is to develop awareness and expand consciousness while enhancing an individual’s self-confi dence through work with horses. Horses are compassionate teachers of basic life skills. During an AIA session, participants learn principles of responsibility, relationships and communication through inter-species communication.” Current research in EFL and EAP indicates that equine facilitated therapies are helping elders with balance, walking, depression, speech function in addition to meeting the emotional and physical challenges of aging. Please see this website, www.adventuresinawareness.net, for more information.

Neighborhood MeetingsThe Hacienda team looks forward to bringing the project vision to life in all its detail and, in doing so, honor the built environment and equestrian heritage of the visionary Coto de Caza, one of the most prestigious master-planned communities in the United States.

5

Page 5: TheHacienda At Coto de Caza · 2013-07-16 · Communities and Chandler Pratt & Partners. Watermark Retirement Communities, Inc., is also the Operator of the Hacienda at Coto de Caza

4

The Hacienda team is scheduling public outreach meetings with nearby property owners and various Coto de Caza stakeholders so as to fully present the proposed project, answer questions, and identify neighbor issues requiring further discussion and attention.

implemented skill sets: fi nancial discipline, local development expertise, superior market knowledge, and decisive action. For more information, please see their website: www.chandlerpratt.com.

Planning ConsultantOxbow Partners is a multi-disciplined, real estate platform specializing in complex properties in Southern California infi ll locations. The Principals have worked through multiple economic cycles bringing a wealth of skills, market knowledge, relationships and a demonstrable track record of success. Oxbow will provide the day-to-day support to Hacienda Senior Living, Watermark and Chandler Pratt during the planning phase of the project.

Equestrian Therapy ConsultantIn 1973, Barbara Rector founded Adventures in Awareness, her renowned curriculum for training professionals in equine facilitated experiential learning (EFL) and equine facilitated psychotherapy (EAP). Barbara says: “The purpose of Adventures in Awareness is to develop awareness and expand consciousness while enhancing an individual’s self-confi dence through work with horses. Horses are compassionate teachers of basic life skills. During an AIA session, participants learn principles of responsibility, relationships and communication through inter-species communication.” Current research in EFL and EAP indicates that equine facilitated therapies are helping elders with balance, walking, depression, speech function in addition to meeting the emotional and physical challenges of aging. Please see this website, www.adventuresinawareness.net, for more information.

Neighborhood MeetingsThe Hacienda team looks forward to bringing the project vision to life in all its detail and, in doing so, honor the built environment and equestrian heritage of the visionary Coto de Caza, one of the most prestigious master-planned communities in the United States.

5

Page 6: TheHacienda At Coto de Caza · 2013-07-16 · Communities and Chandler Pratt & Partners. Watermark Retirement Communities, Inc., is also the Operator of the Hacienda at Coto de Caza

6

PRELIMINARY BUILDING CONCEPTS

Preliminary Schematic Site Plan

Preliminary Schematic Roof Plan

Drawings not to scale.

3

operators have ventured to try. The Hacienda at Coto de Caza will be highlighted by programs for equine assisted therapy. Watermark is working in conjunction with a nationally-recognized equine therapist and trainer, Barbara Rector, and the University of Arizona, to develop these progressive programs. The fi rst fully-integrated equine therapy program in the country will be launched by Watermark in its sister project in Tucson, Arizona called The Hacienda at the River. See an Inside Tucson Business article on this project here: http://www.insidetucsonbusiness.com/; keyword search: hacienda at the river. Qualifi cations of the Owner/OperatorThe owner of the Hacienda at Coto de Caza is Hacienda Senior Living, LLC. Hacienda Senior Living, LLC is co-owned by Watermark Retirement Communities and Chandler Pratt & Partners.

Watermark Retirement Communities, Inc., is also the Operator of the Hacienda at Coto de Caza. Watermark possesses the sensitivity, industry expertise, local knowledge, and fi nancial wherewithal to execute the project vision successfully and create this unique care community. Watermark presently operates 31 senior living centers across United States, accommodating more than 6,500 residents, making them one of the top 20 senior housing operators in the country. They have earned an industry reputation for running highly innovative and nontraditional care settings. For more information on Watermark, please visit their website: www.watermarkcommunities.com.

Chandler Pratt & Partners, a co-owner of Hacienda Senior Living, is a multifamily, mixed-use, and commercial real estate development and construction fi rm with a successful 35-year track record in many of Southern California’s densely populated urban infi ll locations. Chandler’s mission is to create the maximum value in each real estate development for the benefi t of the the community and its stakeholders. Chandler’s successful track record is due to four rigorously

Page 7: TheHacienda At Coto de Caza · 2013-07-16 · Communities and Chandler Pratt & Partners. Watermark Retirement Communities, Inc., is also the Operator of the Hacienda at Coto de Caza

2

These aspects create a unique opportunity to achieve a development with an incredibly small and environmentally-sensitive footprint, a strong sense of place and at the same time further many of South Orange County’s adopted environmental and sustainability objectives.

Operating PrinciplesHacienda Senior Living seeks to rediscover and rebuild the values of family-centric senior care. Watermark Retirement Communities, the Operator of the Hacienda at Coto de Caza, is taking the best parts of disappearing systems like multi-generational households, local board and care homes, country inns and bed & breakfasts to create an environment where seniors can thrive in every sense. Residents determine the rhythm of their days, rather than the economic or operational needs of the owner.With very high caregiver to resident ratios, caregivers are not mere service providers but daily companions, involved in most aspects

of residents’ lives. These operating principles, in concert with the richness and thorough integration of each physical setting element, help assure that residents’ daily experience will be distinctive and rewarding.As the Operator, Watermark is proposing to incorporate treatment and healing modalities that few, if any other retirement community

an uncommonly rich and meaningful resident experience by establishing a strong sense of place and community in the already historic Coto de Caza environment.

Creating a successful project in this setting requires a good deal more than sensitive building design and creative architectural detailing. Every aspect of the project must capture and present the vision of the Southern California rancho ambiance. Uniquely, this vision includes integrating the adjacent

equestrian facilities into the design and care systems. The vision also includes using landscape details, tree preservation, screening, and fencing elements, and plant and tree selections that further capture the overall Southern California rancho character and feel.

Green building concepts are included in many elements throughout the project. Items such as on-demand hot water systems with solar-assisted heating, low-energy glass, a gutter & downspout rainwater collection system that captures rooftop runoff in cisterns or rain gardens, a rainwater harvesting system that retains and re-uses a signifi cant percentage of annual rainfall and smart-controllers for all irrigation zones. Among the many items being studied is the possibility of including a gray-water landscaping plumbing and treatment system to reduce dependence on local water supplies.

7

FACT & INFORMATION SHEET

The former Merryhill School site is 2.9 acres and has been vacant for over fi ve years.

Property Location: The subject property is positioned at the northern portion of the community at 23432 Vista del Verde.

Current Zoning Designation: An assisted living and memory care senior community is a permitted use within the Existing Zoning Designation therefore no change of Zone is required.

Proposed Use: An assisted living and memory care senior community. The entire project will be designed and constructed to capture the look, character and feel of a historic rancho. No higher-intensity commercial uses are proposed. The project as currently envisioned includes 89 units and 101 residents in separate “neighborhoods” in a purpose built structure. The neighborhoods include a 57 unit assisted living program and two memory care programs (accommodating up to 17 residents each). Other combinations of assisted living and memory care programs are possible and each of the neighborhoods is designed to be convertible to meet market demand.

Adjacent Land Use: The property is immediately adjacent to the Coto Valley Equestrian Center, Maxwell Stables and The General Store. All three adjacent uses support the proposed redevelopment of the site as Senior Living.

Building Height: The community is envisioned to be a mixture of one- and two-stories in height that steps down with the contours of the site. While the present zoning permits a maximum height of 40 feet, the proposed project as envisioned will be limited to a height of thirty-four feet (34’) at its highest point.

Visual/View Impact: Due to the predominant two-story, low-profi le nature of the use and extensive existing landscaping, the views from surrounding properties will be minimally affected. The existing parking lot is anticipated to be used for this development’s parking. Hence the buildings will be positioned at the back of the property, adjacent to the equestrian center, further limiting the visual impact from Vista del Verde and surrounding areas.

Set Backs: The site plan will adhere to or exceed all zoning code standards for front, rear and side yard setbacks. The set back from Vista del Verde (front yard) to the buildings is approximately 70 feet with a 25 foot landscape buffer, as compared to the zoning requirement of 20 feet.

Traffi c Impact: Assisted living/memory care facilities are very low traffi c-generators. In addition, the operators maintain their own private transportation service for both scheduled and unscheduled resident errands and appointments, thereby further reducing the number of vehicle trips that would normally occur. In comparison to the previous use (school) this use generates approximately 80% less peak hour traffi c trips. This is a very small fi gure in traffi c engineering terms and will have negligible impact upon surrounding streets.

Noise Impact: This is an extremely quiet use and a very good neighbor to private residences.

Contact Information: With any questions or comments, please contact the entitlement coordinator, Tom Grabiel of Oxbow Partners ([email protected]) or David Freshwater of Watermark Retirement Communities ([email protected]).

All information in this brochure is conceptual and subject to change.

Page 8: TheHacienda At Coto de Caza · 2013-07-16 · Communities and Chandler Pratt & Partners. Watermark Retirement Communities, Inc., is also the Operator of the Hacienda at Coto de Caza

8

Watermark Retirement Communities

2020 West Rudasill Road

Tucson, Arizona 85704

Tel: 520.797.4000

Fax: 520.877.2269

email: [email protected]

Oxbow Partners

2855 Pacifi c Coast Highway, Ste. 227

Corona del Mar, CA 92625

Tel: 714.904.5948

Fax: 949.209.9286

Chandler Pratt & Partners

4116 W. Magnolia Blvd

Suite 203

Burbank, CA 91505

Tel: 818.843.8644

Fax: 818.566.1437

1

become a distinct one of a kind rural lifestyle without losing touch with Orange County’s urban sophistication. This unique location in the Saddleback Mountain foothills adjacent to the Cleveland National Forest combines with two 18-hole championship golf courses, two tennis and racquet clubs with pools, spas, workout facilities, parks, walking trails, and a highly renowned equestrian center to make Coto de Caza one of the premier planned development communities in the world.

Project Design ConceptThe proposed project’s guiding vision is to integrate a new member into the Coto de Caza community using the same care and design sophistication that is integral to Coto de Caza. The project’s design intent is to capture the character, feel, and detail of the historic Southern California Spanish Ranchos that once existed throughout the region. The project will provide

PROJECT OVERVIEW Oxbow Partners and Hacienda Senior Living, LLC (a partnership of Watermark Retirement Communities and Chandler Pratt &

Partners) is proposing to develop an underutilized 2.9-acre parcel of land in Coto de Caza, the former Merryhill School site. The contemplated project, The Hacienda at Coto de Caza, is a low-density assisted living and memory care senior living community that incorporates the adjacent equestrian facility in its innovative residential care programs.

Coto de Caza is a 5,000-acre private-guard gated-community with more than 60 world-class residential neighborhoods. Nearly 50 years of stewardship have nurtured one of Southern California’s premier naturally beautiful areas to

The

Hacienda At Coto de Caza