West Coast Self-storage Group, Llc V. State Of Wa, Dept. Of Revenue

CourtCourt of Appeals of Washington
DecidedSeptember 2, 2025
Docket86506-4
StatusUnpublished

This text of West Coast Self-storage Group, Llc V. State Of Wa, Dept. Of Revenue (West Coast Self-storage Group, Llc V. State Of Wa, Dept. Of Revenue) is published on Counsel Stack Legal Research, covering Court of Appeals of Washington primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
West Coast Self-storage Group, Llc V. State Of Wa, Dept. Of Revenue, (Wash. Ct. App. 2025).

Opinion

IN THE COURT OF APPEALS OF THE STATE OF WASHINGTON

WEST COAST SELF STORAGE LLC, No. 86506-4-I Appellant, DIVISION ONE v. UNPUBLISHED OPINION STATE OF WASHINGTON DEPARTMENT OF REVENUE,

Respondent.

MANN, J. — West Coast Self Storage Group (West Coast) provides development,

construction management, and property management services to owners of self-storage

facilities. West Coast entered into an Affiliation Agreement, followed by Development

Agreements and Construction Management Agreements (CMA) with Catalyst Storage

Partners LLC (Catalyst) to develop and construct five self-storage facilities in

Washington.

After an audit, the Department of Revenue (Department) determined that West

Coast was responsible for construction of the self-storage facilities and assessed the

retail sales classification of the business and occupation (B&O) tax under RCW

82.04.250, and the retail sales tax under RCW 82.08.020. West Coast appeals a

decision by the Board of Tax Appeals (Board) affirming the assessments.

We affirm the assessment. No. 86506-4-I/2

I

A

West Coast provides development, construction management, and property

management services to owners of self-storage properties in Washington, Oregon, and

California. West Coast is not a licensed contractor. In 2008, West Coast entered into

an “Affiliation Agreement” with Catalyst Storage Partners LLC (Catalyst). 1 The

Affiliation Agreement provided the framework in which West Coast agreed to identify

sites to be developed into self-storage facilities that would be owned, acquired, or

leased by Catalyst. The Affiliation Agreement set forth the process by which projects

would be approved for development and construction. The Affiliation Agreement

included as exhibits a model Development Agreement, Acquisition Agreement,

Management Services Agreement, and Construction Management Agreement (CMA).

Relevant here are West Coast’s development services and construction

management services related to five projects: Padden Parkway, Columbia City,

Sheridan Beach, West Seattle, and East Vancouver. West Coast entered into

Development Agreements with Catalyst for each project. Under the Development

Agreements, West Coast provided the following services: site identification, site

evaluation, preparation of purchase and sale agreement, entitlements and design, due

diligence, preparation of a real estate package, site coordination, and obtaining building

permits. 2

1 Catalyst is short for both Catalyst Storage Seattle (CSS) and Catalyst Storage Partners (CSP). 2 It is undisputed that the Development Agreements for each project are materially similar and so

for clarity we refer to them collectively.

-2- No. 86506-4-I/3

The Development Agreements also required West Coast to find a qualified

general contractor, negotiate a construction contract, and obtain and negotiate bid

proposals for the major cost elements. The Development Agreements incorporated a

model CMA as an exhibit. West Coast was compensated with a development fee of 2

percent of the total project cost with 25 percent due upon initial project approval and the

remaining 75 percent when Catalyst granted construction approval.

West Coast and Catalyst then entered into CMAs for the five projects. 3

Consistent with the model CMA, section 3 of the Padden Parkway, Columbia City,

Sheridan Beach, and East Vancouver CMAs listed the “construction services to be

performed by” West Coast, as “Construction Manager.” The Construction services

included, in relevant part:

4.1. Construction of Improvements. The Owner hereby engages and authorizes Construction Manager to perform or provide the services described in this Section 4 relating to the construction of the improvements. Construction Manager hereby agrees to perform or provide such services. . . .

4.2. Services to be performed by Construction Manager During Construction. Construction Manager shall monitor and use its best efforts to cause the construction of improvements to proceed and be completed in accordance with or in advance of the schedule, which efforts shall include, without limitation, the following responsibilities: . . .[4]

4.7 Substantial and Final Completion.

(a) Construction Manager shall cause construction of the improvements to proceed so that the improvements are substantially completed and then finally completed (i) within the Development Budget, (ii) in a good and workmanlike manner in accordance with the plans and specifications and all legal requirements, and (iii) in accordance with the Schedule. [West Coast] shall not permit the construction of the improvements to be 3 It is undisputed that the CMAs are materially similar and so for clarity we refer to them

collectively. The few differences among the agreements are noted in the discussion below. 4 For the Sheridan Park CMA, these paragraphs are renumbered as paragraphs 3.1 and 3.2.

-3- No. 86506-4-I/4

abandoned or permanently discontinued. Construction Manager shall promptly give notice to the Owner of the completion of the improvements.[5]

The West Seattle CMA included several changes in language. First, a new

recital was added stating that West Coast, as the Owner’s Representative, was not

responsible for the actual performance of the construction:

Owner acknowledges and agrees that Owner’s Representative is not a licensed contractor, it will only act in the capacity as an adviser to and representative of Owner, and nothing in this Agreement makes Owner’s Representative responsible for the actual performance of the construction of the project.

Second, the “constructive services” section and paragraphs were renumbered as

paragraph 3, and relabeled as “constructive oversight and advisory services.” The

language of the services was modified as follows:

3.1. Construction of Improvements. The Owner hereby engages and authorizes Owner’s Representative to perform or provide the oversight and advisory services described in this Section 3 . . . relating to the construction of the improvements. Owner’s Representative hereby agrees to perform or provide such services.

3.2 Services to be Performed by Owner’s Representative During Construction. Owner’s Representative shall monitor, on behalf of the Owner, and make progress reports to Owner and make necessary recommendations to cause the General Contractor’s construction of the improvements to proceed and be completed in accordance with or in advance of the schedule, which efforts shall include, without limitation, the following responsibilities: ....

3.7 Substantial and Final Completion. Owner’s Representative, as adviser to the Owner, shall provide status report to the Owner and make recommendations to cause the General Contractor’s construction of the

5 Paragraph 3.7 was modified in the Sheridan Beach CMA to read: “Construction Manager, as

adviser to the Owner, shall cause constructions of the improvements to proceed.”

-4- No. 86506-4-I/5

improvements to proceed so that the improvements are substantially completed and then finally completed (i) within the Development Budget, (ii) in a good and workmanlike manner in accordance with the plans and specifications and all legal requirements, and (iii) in accordance with the schedule. Construction Manager shall not permit the construction of the improvements to be abandoned or permanently discontinued by the General Contractor.

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