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ORIGINAL
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
From: JAMES FUNK, Director
Subject: Resolution Authorizing Execution of a
Sales & Purchase Agreement & Grant Deed --
Sale of City Water Department Property to 1. R.
Watson & Associates located at the Northeast
comer of Pine & Belmont Avenues & Southeast
comer of Ohio & Pine Avenues.
Dept: Development Services
Date: September 29, 2005
File No.15.05-242
MCC Date: 10/17/05
Synopsis of Previous Council Action:
04-04-2005 - Authorization to Proceed with the sale of City Water Department property was approved.
05-16-2005 - Resolution No. 2005-116 was adopted establishing the fair market value of both parcels at
$970,000.00. Notice Inviting Bids for the two parcels on the Northeast comer of Pine & Belmont Avenues
and the Southeast comer of Ohio & Pine A venues was also approved.
07-05-2005 - Bid awarded to 1. R. Watson & Associates in the Amount of $1 ,275,000.00 for the sale of
City property located at the Northeast comer of Pine & Belmont Avenues & Southeast comer of Ohio
($1,000,000 CASH, $275,000 in park improvements).
Recommended Motion:
Adopt Resolution
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James Funk
Contact person: LASZLO "Les" FOGASSY
Ph 5226
one:
Staff Report, Map, Reso.
Supporting data attached: Agreement, Grant Deed Ward:
5
FUNDING REQUIREMENTS: Amount:
Closing Costs To Be Paid From Proceeds Of Sale
(Unknown At This Time)
Source: (Acct. No.) 001-000-4925-0000
(Acct. Description)
Sale of Misc. Property
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Council Notes: .-':J. ./
Finance:
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Agenda Item NO.---1fO
CITY OF SAN BERNARDINO - REQUEST FOR COUNCIL ACTION
Staff Report
SUBJECT:
Resolution Authorizing Execution of a Sales & Purchase Agreement & Grant Deed -- Sale of City Water
Department Property to J. R. Watson & Associates located at the Northeast comer of Pine & Belmont
A venues & Southeast comer of Ohio & Pine Avenues.
BACKGROUND:
The subject property consists of two adjacent parcels. Parcell is located at the Northeast comer of Pine
and Belmont A venue and is 6.56 :I: acres. Parcel 2 is located north of Parcell at Ohio and Pine Avenues
and is 7.16:1: acres. These Parcels were acquired by the Water Department in 1977 and intended as a
future site for a reservoir. On July 27, 2004 the Board of Water Commissioners declared this property
as surplus and authorized its sale. Both Parcels were appraised together for a total Parcel size of 13.72:1:
acres with a combined value of $970,000.00 (Nine Hundred Seventy Thousand Dollars) or $1.62 per
square foot. They are zoned RL - Residential Low Density.
On April 4, 2005 authorization to proceed with the sale of City Water Department property located on
the Northeast comer of Pine and Belmont Avenues and the Southeast comer of Ohio and Pine Avenues
was given by the Mayor and Common Council. On April 5, 2005 notice was sent to all City
Departments that this City-owned property had been declared surplus. No conflicts or objections to the
proposed sale were made know by any City Department.
On May 16,2005, Resolution No. 2005-116 was adopted, establishing the fair market value of Parcel 1
and Parcel 2 at $970,000 (Nine Hundred Seventy Thousand Dollars) and also authorized the advertising
of a Notice Inviting Bids in the Sun newspaper.
On June 8, 2005 two written bids were received. Bid #1 was from 1. R. Watson & Associates and was
for $1,000,000.00 (One Million Dollars) and was accompanied by the required 10% bid deposit of
$100,000.00 (One Hundred Thousand Dollars). Bid #2 was from G.F.R. Enterprises, Inc. in the amount
of$970,000.00 (Nine Hundred Seventy Thousand Dollars) and was accompanied by the required 10%
bid deposit of$97,000.00 (Ninety Seven Thousand Dollars).
At the July 5, 2005, Council Meeting, 1.R. Watson & Associates submitted an oral bid of$1,275,000.00
(One Million Two Hundred Seventy-Five Thousand Dollars), consisting of One Million
($1,000,000.00) in cash and $275,000.00 (Two Hundred Seventy-Five Thousand Dollars) of park
development, including the construction of a 2.5-acre park adjacent to this site. The oral bid was
received and approved at that meeting.
The attached Resolution authorizes the execution of a Sales and Purchase Agreement and Grant Deed.
The Agreement acknowledges the deposit of$127,500.00 (One Hundred Twenty-Seven Thousand Five
Hundred Dollars). The remainder of the cash portion of the sale, which is $872,500.00 (Eight Hundred
Seventy- Two Thousand Five Hundred Dollars), is to be secured by a Note and Deed of Trust. Interest
payments are to be made semi-annually at 5% per annum, for a period of two years, or recordation of a
final tract map, whichever occurs first, at which time the entire principal will become due.
Staff Report -- Continued
FINANCIAL IMP ACT:
Sale proceeds of $1,275,000.00 (One Million Two Hundred Seventy-Five Thousand Dollars) will be
proportioned as follows: $127,500.00 (One Hundred Twenty Seven Thousand Five Hundred Dollars),
less closing costs, paid as a bid deposit. The remainder of $872,500.00 (Eight Hundred Seventy-Two
Thousand Five Hundred Dollars), will be collected over a period not to exceed two years. All sales
proceeds of cash will be transferred to the Water Department. The City will receive 10% of the cash
proceeds per the City Charter Article IX, Section 164 as they become available. Two Hundred Seventy-
Five Thousand Dollars ($275,000.00) of park improvements are to be installed as part offuture
development of this these parcels..
RECOMMENDATION:
Adopt Resolution.
Revised Map - June 1, 2005
For Bid Specifications
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RESOLUTION NO. ~ (Q) lP'V
2
RESOLUTION OF THE CITY OF SAN BERNARDINO DIRECTING AND
AUTHORIZING THE EXECUTION OF A SALES AND PURCHASE AGREEMENT
AND THE EXECUTION OF A GRANT DEED TO J. R. WATSON & ASSOCIATES
RELATIVE TO THE SALE OF CITY PROPERTY GENERALLY LOCATED AT THE
NORTHEAST CORNER OF PINE AND BELMONT A VENUES AND THE
SOUTHEAST CORNER OF OHIO AND PINE AVENUES IN THE CITY OF SAN
6 BERNARDINO.
7
3
4
5
BE IT RESOLVED BY THE MAYOR AND COMMON COUNCIL OF THE CITY
OF SAN BERNARDINO AS FOLLOWS:
8
9
SECTION 1. That the Mayor of the City of San Bernardino is hereby directed
10 and authorized to execute on behalf of said City, a Sales and Purchase Agreement, a copy
11 of which is attached hereto as Exhibit "I" and made a part hereof, and a Grant Deed, a
12 copy of which is attached hereto as Exhibit "2" and made a part hereof, for the sale of
13
certain City property located on the Northeast comer of Pine and Belmont Avenues and
14
15
the Southeast corner of Ohio and Pine A venues, in said City and more fully described in
detail in said Exhibits "1" and "2".
16
17 SECTION 2. That the initial deposit of $127,500.00 (One Hundred Twenty-
18 Seven Thousand Five Hundred Dollars), less proportionate closing costs, be transferred to
19 the San Bernardino City Municipal Water Department upon close of Escrow.
20
21
SECTION 3. Said Agreement shall be null and void if either party fails to
execute the Agreement within sixty (60) days of the date of adoption of this resolution.
22
RESOLUTION OF THE CITY OF SAN BERNARDINO DIRECTING AND AUTHORIZING THE
1 EXECUTION OF A SALES AND PURCHASE AGREEMENT AND THE EXECUTION OF A GRANT
DEED TO J. R. WATSON & ASSOCIATES RELATIVE TO THE SALE OF CITY PROPERTY
2 GENERALLY LOCATED AT THE NORTHEAST CORNER OF PINE AND BELMONT AVENUES AND
THE SOUTHEAST CORNER OF OHIO AND PINE AVENUES IN THE CITY OF SAN BERNARDINO.
3
4
5
6
7
I HEREBY CERTIFY that the foregoing resolution was duly adopted by the Mayor and Common
Council of the City of San Bernardino at a
meeting thereof held on
the day of
, 20_, by the following vote, to wit:
ABSTAIN
ABSENT
City Clerk
day of
,20_.
JUDITH V ALLES, Mayor
City of San Bernardino
26 JAMES F. PENMAN
City A,
,
27
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By:
28
/
09/27/05
2
SALES AND PURCHASE AGREEMENT
This Agreement ("AGREEMENT") is made and entered into this day of
, 2005, by and between the CITY OF SAN BERNARDINO, a municipal
corporation ("SELLER") and JAMES R. WATSON / J.R. WATSON & ASSOCIATES
DEVELOPMENT CO. ("BUYER") for the sale of City owned property ("PROPERTY").
PROPERTY to be sold is generally located at the Northeast comer of Pine & Belmont Avenues
and the Southeast comer of Ohio & Pine A venues, in the City of San Bernardino, State of
California and is more fully described in Exhibit "A" attached hereto and made a part hereof.
For the considerations hereinafter set forth, it is mutually agreed as follows:
1. The parties have herein set forth the whole of their negotiations. The performance of this
offer constitutes the entire consideration for said purchase and shall relieve the parties
hereto of all further obligations or claims on this account.
2. PROPERTY consists of approximately l3.72:l:: acres of vacant land and is designated
"RL" (Residential Low Density) in the General Plan of the City of San Bernardino.
3. The parties shall enter into an Escrow with First American Title Insurance Company, 323
West Court Street, San Bernardino, California, for a period not to exceed sixty (60) days,
unless mutually agreed upon by both parties. Parties authorize said Title Company to
disburse funds accordingly.
4. The purchase price of PROPERTY (as described below in Section 6) shall be
$1,275,000.00 (One Million Two Hundred Seventy-Five Thousand Dollars). SELLER
hereby acknowledges that BUYER has deposited with SELLER, the amount of
$127,500.00 (One Hundred Twenty-Seven Thousand Five Hundred Dollars) which
SELLER shall deposit into Escrow toward said purchase price.
5. SELLER SHALL:
A. Pay one-half of all Escrow fees, recording fees and any closing costs incurred in
this transaction.
B. Deliver an executed Grant Deed and a Deed of Trust to Escrow #2006687 at First
American Title Insurance Company, 323 West Court Street, San Bernardino,
California. Buyer shall take title to said property as "Pine Trails Partners, LLC".
C. Provide an owner's title policy naming the BUYER as the insured in the amount
of the purchase price, insuring that the BUYER owns fee title to PROPERTY,
EXHIBIT "1"
subject to the permitted exceptions. SELLER shall pay the premium for and
charges related to the issuance of the owner's title policy.
6. BUYER SHALL:
A. Pay the SELLER the sum of$I,275,000.00 (One Million Two Hundred Seventy-
Five Thousand Dollars) purchase price as follows:
1. Pay SELLER $1,000,000.00 (One Million Dollars) as follows: BUYER'S
deposit of$127,500.00 (One Hundred Twenty-Seven Thousand Five
Hundred Dollars) shall be placed into Escrow. The remaining
$872,500.00 (Eight Hundred Seventy-Two Thousand Five Hundred
Dollars) shall be secured by a promissory note and interest only Deed of
Trust for two (2) years or upon recordation of a final map, whichever
occurs sooner, and shall carry an annual interest rate of five percent (5%)
simple interest to be paid semi-annually. Said Deed of Trust and
Promissory Note shall be executed by BUYER as "Pine Trails Partners,
LLC".
2. BUYER shall design and construct an adjacent park (estimated at 2.5 acres
and to be located upon the Metropolitan Water District property and San
Gabriel Valley Municipal Water District easement) containing trees,
shrubs, a meandering decomposed granite and trail, two commissioned
sculptures, benches and a tot lot, at a cost of $200,000.00 (Two Hundred
Thousand Dollars). Said park shall connect into the trail system leading to
CSUSB at Pine Street and the existing Flood Control Levee. The design
and construction of said park shall be subject to the reasonable approval of
the City of San Bernardino. BUYER shall pay the $200,000.00 (Two
Hundred Thousand Dollars) toward the cost of design and construction for
said park in addition to the estimated $50,000.00 (Fifty Thousand Dollars)
to $75,000.00 (Seventy-Five Thousand Dollars) in park fees that BUYER
shall pay the City of San Bernardino as a condition of approval to any
tentative map for the PROPERTY. BUYER'S obligation to design and
construct said park at a cost of $200,000.00 (Two Hundred Thousand
Dollars) shall be incorporated into the conditions of approval to any
tentative map for the PROPERTY.
3. BUYER shall obtain and dedicate to the City of San Bernardino a non-
exclusive easement or fee interest over approximately 40,000 (Forty
Thousand) square feet ofland encumbered by a San Gabriel Valley
Municipal Water District easement for the construction of said park. Said
non-exclusive easement or fee interest shall have a minimum value of
$75,000.00 (Seventy-Five Thousand Dollars) and this obligation shall be
2
incorporated into the conditions of approval of any tentative map for the
PROPERTY.
7. The PROPERTY interest shall be conveyed when title to PROPERTY vests in the name
of BUYER and is free and clear of all liens, encumbrances and assessments except as
follows:
A. Covenants, conditions, restrictions and reservations of record.
B. Easements and/or rights of way over said land for public or quasi-public utility or
public street purposes.
8. BUYER shall have the right to review the condition of title in Escrow, including the
matters described in Paragraph 7, above, and BUYER'S obligations shall be subject to
BUYER'S approval of the condition of title as provided therein.
9. BUYER shall pay one-half of all Escrow, recording and any closing costs incurred in this
transaction.
10. BUYER accepts the PROPERTY in an "as-is" condition.
II. BUYER'S DEFAULT AND FORFEITURE OF DEPOSIT.
If the BUYER refuses or fails to consummate the purchase of PROPERTY pursuant to
this AGREEMENT for any reason other than termination hereof pursuant to a right
granted hereunder to do so, or breach by SELLER of its agreements hereunder, then
SELLER as its sole and exclusive remedy shall have a right to terminate this
AGREEMENT by giving BUYER written notice thereof, in which event BUYER shall
forfeit said deposit as liquidated damages and neither party hereto shall have any further
rights or obligations hereunder.
12. SELLER'S DEFAULT AND RETURN OF DEPOSIT.
If SELLER fails to perform any of its obligations hereunder, either prior to or at the
closing of Escrow, the BUYER may terminate this AGREEMENT by notifying SELLER
thereof, at which time said deposit, together with any interest earned thereon, shall be
returned to BUYER and neither party hereto shall have any further rights or obligations
hereunder; however, the foregoing shall not constitute a waiver of any rights of BUYER
to maintain an action for specific performance or damages against SELLER by reason of
SELLER'S breach.
II
3
IN WITNESS WHEREOF, the parties have executed this Agreement the day and year as first
written above.
NO OBLIGATION OTHER THAN THOSE SET FORTH HEREIN WILL BE RECOGNIZED.
BUYER:
SELLER:
J.R. WATSON & ASSOCIATES
DEVELOPMENT CO.
CITY OF SAN BERNARDINO
By:
JAMES R. WATSON
By:
JUDITH VALLES, Mayor
ATTEST:
RACHEL CLARK, City Clerk
Approved as to form and legal content:
JAMES F. PENMAN,
City torney
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4
EXHIBIT "A"
That portion of Block, 39, lrvington Land and Water Company Subdivision, as per plat
recorded in Book 3 of Maps, Page 9, and in Book I of Records of Survey, Page 32,
Records of San Bernardino County.
Together with that portion of Ohio A venue lying Northeasterly of said Block 39 and that
portion of Belmont Avenue, lying Southwesterly of said Block 39, as vacated by Order of
the Board of Supervisors of the County of San Bernardino, on February 21, 1910 in Book
"C", Page 250 of Supervisors minutes.
EXCEPTING THEREFROM the Northwesterly 60 feet thereof, as conveyed to the
Metropolitan Water District of Southern California. by Deed recorded April 19, 1971 in
Book 7649, Page 341, Official Records, of said County.
ALSO EXCEPTING THEREFROM, that portion establishing a boundary of Redwood
Street and dedicating same for street and highway purposes described as Parcel No.1 in
City of San Bernardino Resolution No. 88-173, approved June 7, 1988 more particularly
described as follows:
That portion of Block 39, Irvington Land & Water Company Subdivision as per plat
thereof recorded in Book I of Records of Survey, Page 32, records of the County
Recorder of San Bernardino County, described as follows:
. A strip of land 60.00 feet wide, lying 30.00-f~et on each side of the following described
centerline:
Beginning at a point on the centerline of Pine Avenue that lies South 270 12' 49" West a
distance of 790.06 feet from its intersection with the centerline of Ohio Avenue as shown
on Record of Survey recorded in Book 31 of Records of Survey, pages 40-42, records of
the County Recorder of said County; thence South 620 47' 55" East, a distance of 545.91
feet to a point on the East line of said Block 39 and the Point of Termination.
EXCEPTING Therefrom any portion thereof lying Westerly of the Easterly line ofthe
property conveyed to the Metropolitan Water District of Southern California by
document recorded April 19, 1971 in Book 7649, Page 341, Official Records of said
County.
The sidelines of said strip shall be prolonged or shortened so as to begin in the Easterly
line of said Metropolitan Water District land and to terminate in the Easterly line of said
Block 39.
TOGETHER WITH the following described real property:
That portion of Sections 6 and 7, Township 1 North, Range 4 West, San Bernardino Base
and Meridian as shown on map of Muscupiabe Rancho Recorded in Book 1 of Maps,
Page 24 and Book 7 of Maps, Page 23, records of said County, more particularly
described as follows:
Beginning at the intersection of the centerline of Belmont Avenue and the East line of the
Irvington Land & Water Company's subdivision as per plat recorded in Book 1, Page 32,
records of survey; thence North 200 39' 59" East along the East line of said lrvington
Land & Water Company's subdivision, a distance of 598.75 feet; thence South 620 47'
55" East a distance of 29.29 feet to the beginning of a tangent curve concave Southerly
having a radius of 88.00 feet; thence Southeasterly along said curve through a central
angle of 100 14' 11" an arc length of 15.72 feet; thence tangent to said curve, South 520
33' 44" East a distance of 0.95 feet to a point on a line that lies South 230 04' 35" West a
distance of 31.65 feet from corner No.7 as described in that certain Deed from the
Muscupiabe Land & Water Company to the City of San Bernardino, recorded June 30,
1921 in Book 724, Page 8 of Deeds; thence South 23004' 35" West a distance of 594.83
feet to a point on the centerline of Belmont Avenue; thence North 620 47' 55" West along
said centerline, a distance of 20.50 feet to the point of beginning.
EXCEPT THEREFROM, any portion thereoflying within Belmont Avenue.
RECORDING REQUESTED BY:
. . '0 WHEN RECORDED MAIL THIS DEED AND,
ESS OTHERWISE SHOWN, MAIL TAX
ATEMENTS TO:
James R. Watson
J. R. Watson & Associates Development Co.
101 Main Street, Suite A
P.O. Box 610
Seal Beach, CA 90740
Escrow No.: 2001iliR7
APN: 026]-10]-]5,16,17
SPACE ABOVE FOR RECORDER'S USE
GRANT DEED
FOR A V ALUABLE CONSIDERATION, receipt of which is hereby acknowledged, The CITY OF
SAN BERNARDINO, a municipal corporation, hereby grants to PINE TRAILS PARTNERS, LLC, the real
property in the City of San Bernardino, County of San Bernardino, State of California, described as follows:
LEGAL DESCRIPTION ATTACHED AS EXHIBIT "A"
CITY OF SAN BERNARDINO,
a municipal corporation
Dated:
By:
JUDITH VALLES, Mayor
ACKNOWLEDGEMENT OF GRANTOR(S):
STATE OF CALIFORNIA
COUNTY OF
} S.S.
On
before me,
, personally appeared
personally known to me (or proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is/are subscribed
to the within instrument and acknowledged to me that he/she/they executed the same in hislher/their authorized capacity(ies), and that
by his/her/their signature(s) on the instrument the person(s), or the entity on behalf of which person(s) acted, executed the instrument.
WITNESS my hand and official seal.
Signature
Exhibit "2"
EXHIBIT "A"
That portion of Block, 39, Irvington Land and Water Company Subdivision, as per plat
recorded in Book 3 of Maps, Page 9, and in Book I of Records of Survey, Page 32,
Records of San Bernardino County.
Together with that portion of Ohio A venue lying Northeasterly of said Block 39 and that
portion of Belmont A venue, lying Southwesterly of said Block 39, as vacated by Order of
the Board of Supervisors of the County of San Bernardino, on February 21, 1910 in Book
"C", Page 250 of Supervisors minutes.
EXCEPTING THEREFROM the Northwesterly 60 feet thereof, as conveyed to the
Metropolitan Water District of Southern California, by Deed recorded April 19, 1971 in
Book 7649, Page 341, Official Records, of said County.
ALSO EXCEPTING THEREFROM, that portion establishing a boundary of Redwood
Street and dedicating same for street and highway purposes described as Parcel No.1 in
City of San Bernardino Resolution No. 88-173, approved June 7, 1988 more particularly
described as follows:
That portion of Block 39, Irvington Land & Water Company Subdivision as per plat
thereof recorded in Book I of Records of Survey, Page 32, records of the County
Recorder of San Bernardino County, described as follows:
. A strip of land 60.00 feet wide, lying 30.00.f~et on each side of the following described
centerline:
Beginning at a point on the centerline of Pine Avenue that lies South 270 12' 49" West a
distance of790.06 feet from its intersection with the centerline of Ohio Avenue as shown
on Record of Survey recorded in Book 31 of Records of Survey, pages 40-42, records of
the County Recorder of said County; thence South 620 47' 55" East, a distance of 545.91
feet to a point on the East line of said Block 39 and the Point of Termination.
EXCEPTING Therefrom any portion thereof lying Westerly of the Easterly line of the
property conveyed to the Metropo.Iitan Water District of Southern California by
document recorded April 19, 1971 in Book 7649, Page 341, Official Records of said
County.
The sidelines of said strip shall be prolonged or shortened so as to begin in the Easterly
line of said Metropolitan Water District land and to terminate in the Easterly line of said
Block 39.
TOGETHER WITH the following described real property:
That portion of Sections 6 and 7, Township I North, Range 4 West, San Bernardino Base
and Meridian as shown on map of Muscupiabe Rancho Recorded in Book 1 of Maps,
Page 24 and Book 7 of Maps, Page 23, records of said County, more particularly
described as follows:
Beginning at the intersection of the centerline of Belmont Avenue and the East line of the
Irvington Land & Water Company's subdivision as per plat recorded in Book I. Page 32,
records of survey; thence North 200 39' 59" East along the East line of said Irvington
Land & Water Company's subdivision, a distance of 598.75 feet; thence South 620 47'
55" East a distance of29.29 feet to the beginning ofa tangent curve concave Southerly
having a radius of 88.00 feet; thence Southeasterly along said curve through a central
angle of 100 14' I I" an arc length of 15.72 feet; thence tangent to said curve, South 520
33' 44" East a distance of 0.95 feet to a point on a line that lies South 230 04' 35" West a
distance of 31.65 feet from corner No.7 as described in that certain Deed from the
Muscupiabe Land & Water Company to the City of San Bernardino, recorded June 30,
1921 in Book 724, Page 8 of Deeds; thence South 23004' 35" West a distance of 594.83
feet to a point on the centerline of Belmont Avenue; thence North 620 47' 55" West along
said centerline, a distance of 20.50 feet to the point of beginning.
EXCEPT THEREFROM, any portion thereof lying within Belmont A venue.