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AGE~_ A ITEM INFORMATION SUM~~..-\RY
GENERAL INFORMATION:
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Committee
CommissionlCouncil
Filing Dates
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Author -t y/ f ~??uO/ Ext.
Ward~ Project Area .If' / ~~
Budget Authority ; j! tit
MHling Dates d - /'7 - 7e
Funding Requirements
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RDA MANAGEMENT REVIEW:
CLEARANCES:
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RDA Committee recommendation
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CITY DEPARTMENTAL REVIEW:
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INFORMATIONAL DATA FORWARDED TO CITY DEPARTMENTs/COUNCIL OFFICES:
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By
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Mayor's Office
Council Ward
Council Ward
Council Ward
Council Ward
Department
Department
COMMENTS/CONCERNS: Include pertinent comments and concerns of offices and persons clearing the
summary, such as controversial Issues, time constraints and funding complications. Indicate dates when
action must be taken.
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RDA .174
REV. 6-29-89
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Redevelcrpment Agency · City or San Bernardino
300 Narth "0" Slreel, Fourth Floor . San Banlrdino, California 92.418
(714) 384-5081 FAX (714) 888-9413
Pride ~
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FEBRUARY 13, 1990
ARROWHEAD HEALTH CARE
Synopsis of Previous Commission/Council/Committee Action:
09/21/89 Committee reviewed the item and recommended approval.
10/06/89 Council adopted a Resolution No. 89-404.
10/06/89 Council approved setting a joint public hearing.
10/06/89 Commission approved execution of a Second Ame~dment to the DDA.
10/06/89 Commission authorized execution of a Cooperat've Agreement.
10/06/89 Commission approved setting a joint public hearing for TEFRA
Resolution.
Recommended Motion:
(COMMUNITY DEVELOPMENT COMMISSION)
To approve the attached covenant and deed of trust with Arrowhead Health
Care.
Respectfully Submitted,
Executive Director
Supporting data attached: Yes
Ward: 6
FUNDING REQUIREMENTS: None
Project: NW
Commission Notes:
Agenda of:
Item No.
F'brU~Y
19, 1990
S T A F F R E P 0 R T
This is to request that the Commission (1) approve adding the attached
covenant with Arrowhead Health Care and (2) approve changes in the deed of
trust to reflect the addition of the covenant.
BACKGROUND
Arrowhead Health Care has requested that a recorded covenant be used to secure
in-lieu tax payments in place of using a deed of trust.
The covenant (see exhibit A) would insure that during the (10) years specified
in Section 312 of the Disposition and Joint Development Agreement, if any
exemption to taxes is obtained, then Arrowhead or its successors at interest,
will pay the in-lieu taxes as defined in the agreement.'
The deed of trust would still secure the purchase price and the differential
amount. To accomplish this, changes need to be made in the previously drafted
trust deed. The changes are marked and can be found on pages 3, 9 and 16 of
Exhibit B.
The purpose behind the changes is to improve the ability of the developer to
refinance the project within the ten year time frame.
RECOMMENDATION
Agency Counsel, Dennis Barlow, has reviewed the attached documents and the
general concept was discussed at a previous Committee meeting. It is
recommended that the Commission approve the attached substitute documents for
submission to escrow.
RJT:EJ:sm:2680H
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RECORDING REQUESTED BY:
WHEN RECORDED MAIL TO:
AGREEMENT
COVENANT RUNNING WITH THE LAND
THIS AGREEMENT made on February 2, 1990, by and between
ARROWHEAD HEALTH CARE SYSTEM, INC., a California Corporation,
(re f ereed to herei n as "ARROWHEAD") , and the REDEVELOPMENT
AGENCY OF THE CITY OF SAN BERNARDINO, (referred to herein as
"AGENCY" ):
WHEREAS, AGENCY is the owner of Real Property (referred
to herei n as "Real Property"), whi ch is des cribed in Exhibi t
"A", attached hereto and made a part hereof.
WHEREAS, ARROWHEAD, has entered into a Second Amendment
To and Restatement of Disposition and Joint Development
Agreement (referred to herein "Agreement"), to purchase the
above Real Property from AGENCY and thereafter cause the
construction of a medical office facility thereon.
WHEREAS, as a material inducement to the Agency in
entering into the Agreement to sell said Real Property, was
that they would receive certain tax increment revenues from
the Real Property and improvements to be constructed thereon,
and ARROWHEAD desires to covenant that it will not seek an
exemption from taxes during a period of ten (10) years.
NOW, THEREFORE, in consideration of the mutual promises
of the parties hereto, the agreements contained in the
Agreement, and other valuable consideration, receipt of which
is hereby acknowledged, ARROWHEAD expressly for the benefit of
AGENCY and to bind their successors in interest, ARROWHEAD
agrees that neither itself nor any successor to the land and
improvements may seek an exemption from the payment of real
property taxes on the Real Property or improvements thereon or
if ARROWHEAD or any successor in interest is granted an
exemption from taxes on the Real Property or improvements
thereon, then ARROWHEAD or any successor shall be required to
pay an amount in lieu of taxes which is defined in section 312
of the Agreement.
This covenant shall be valid until October 5, 1999, which
is a period of ten (10) years from the date of the execution
of the Agreement and upon said date this covenant shall
terminate upon its own terms and shall be of no force and
effect.
INITIAL
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PAGE 1
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Fx!-lo31T A
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IN WITNESS WHEREOF, the parties have executed this
agreement on the ~ay of February, 1990.
ARROWHEAD HEALTH CARE SYSTEMS,
INC., A California
Corporation
By:
/~
SAN BERNARDINO REDEVELOPMENT
AGENCY OF THE CITY OF SAN
BERNARDINO
C. E. KRAUS
C.E.O. and President
By:
Executive Director
STATE OF CALIFORNIA )
) ss.
COUNTY OF SAN BERNARDINO )
On February ~, 1990, before me, the undersigned, a
Notary Public in and for said State, personally appeared C. E.
KRAUS personally known to me the person who executed the
within instrument as the President and Chief Executive Officer
of Arrowhead Health Care System, Inc., personally known to me
or proved to me on the basis of satisfactory evidence to be
the person who executed the within instrument as the Secretary
of the Corporation that executed the wi thin instrument and
acknowledged to me that such corporation executed the within
instrument pursuant to its by-laws or a resolution of its
board of directors.
WITNESS my hand and official
.............................!
. Q O.'FI(,lol~ 114~ ;
: -'. AMY S. FREDIN :
: '. NOTARY 1'U8L1C-CALlfORNIA :
. SAN BERNARDINO COUNTY .
: ..~ Comm. (ap. June 26. 1993 :
..............................
seal.
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NOTARY PUBLIC IN AND FOR SAID
COUNTY AND STATE
STATE OF CALIFORNIA )
)ss:
COUNTY OF SAN BERNARDINO )
On February ,1990, before me, the undersigned, a Notary
Public in and-for said State, personally appeared
known to me to be or proved to me
on the basis of satisfactory evidence to be the Executive
Director of the Redevelopment AGency of the City of San
Bernardino that executed the within instrument, and acknowledged
to me that such partnership executed the same.
NOTARY PUBLIC IN AND FOR SAID
COUNTY AND STATE
INITIAL
Iff
PAGE 2
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LEGAL DESCRIPTION
That certain parcel
Bernardino, County of San
more particularly described
of land in the City of San
Bernardino, State of California,
as follows:
That portion of Lots 6 and 31, of the Mount Vernon Orange
Grove and Fruit Company's Lands, as per plat recorded in
Book 12 of Maps, Page 16, records of San Bernardino
County , described as follows:
Beginning at a point on the West line of Muscott Street,
82.5 feet wide, at a point 303.00 feet Southerly from the
South line of 19th Street (Formerly Linyille) 60 feet
wide; thence Southerly along the West' line of said
Muscott Street, a distance of 322 feet; thence Westerly
and parallel to the South line of said 19th Street, a
distance of 718. 81 feet; thence Northerly and parallel to
the West line of said Muscott Street a distance of 322
feet; thence Easterly and parallel to the South line of
said 19th Street a distance of 718.81 feet to the point
of beginning.
SUBJECT TO:
Covenants, conditions,
reservations, easements and
record, if any.
restrictions,
rights of way of
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EXHIBIT "A"
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EXHIBIT "A"
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DEED OF TRUST
AND WHEN RECORDED MAIL TO:
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This document is exempt from
the payment of a recording fee
pursuant to Government Code
Section 6103.
Redevelopment Agency of the
City of San Bernardino
300 North "D" Street
San Bernardino, California 92418
REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO
By:
Its: Executive Director
Dated:
, 1990
DEED OF TRUST AND ASSIGNMENT OF RENTS
(San Bernardino County)
THIS FIRST DEED OF TRUST AND ASSIGNMENT OF RENTS is made as
of the day of , 1990. by and between
ARROWHEAD HEALTH CARE SYSTEM, INC., a California nonprofit
corporation (collectively, the "Trustor"), whose address is
1725 North Western Avenue, San Bernardino, California 92411,
FIRST AMERICAN TITLE INSURANCE COMPANY (the "Trustee"), whose
address is ,
and the REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO (the
"Beneficiary"), whose address is 300 North "D" Street, San
Bernardino, California 92418.
FOR GOOD AND VALUABLE CONSIDERATION, including the
indebtedness herein recited and the trust herein created, the
receipt of which is hereby acknowledged, Trustor hereby
irrevocably grants, transfers, conveys and assigns to Trustee,
IN TRUST, WITH POWER OF SALE, for the benefit and security of
BenefiCiary, under and subject to the terms and conditions
hereinafter set forth, the property located in the County of
San Bernardino, State of California, that is described in
Exhibit A, attached hereto and by this reference incorporated
herein (the "Site").
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Page 1 of 1813
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TOGETHER WITH all rents, issues, profits, royalties, income
and other benefits derived from the Site (collectively, the
"rents"), provided that so long as Trustor is not in default
hereunder, it shall be permitted to collect rents and operate
the Project, as hereinafter defined, in accordance with the
requirements of that certain Second Amendment to and
Restatement of Disposition and Joint Development Agreement
entered into between the Trustor and the Beneficiary as of
June , 1989 (the "Agreement"), which Agreement is on file
with the Beneficiary as a public record and is incorporated by
reference herein;
TOGETHER WITH all interests, estates or other claims, both
in law and in equity which Trustor now has or may hereafter
acquire in the Site and the rents;
TOGETHER WITH all easements, rights-of-way and rights used
in connection therewith or as a means of access thereto,
including, without limiting the generality of the foregoing,
all tenements, hereditaments and appurtenances thereof and
thereto;
TOGETHER WITH any and all buildings and improvements now or
hereafter erected thereon, and all property of the Trustor now
or hereafter affixed to or placed upon the Site, including,
without limitation, all fixtures, attachments, appliances,
furnishings, equipment and machinery (whether fixed or movable)
and other articles (including, in each instance, improvements,
restorations, replacements, repairs, additions, accessions or
substitutions thereto or therefor);
TOGETHER WITH all leasehold estate, right, title and
interest of Trustor in and to all leases or subleases covering
the Site or any portion thereof now or hereafter existing or
entered into, and all right, title and interest of Trustor
thereunder, including, without limitation, all cash or security
deposits, advance rentals, and deposits or payments of similar
nature;
TOGETHER WITH all right, title and interest of Trustor in
and to all options to purchase or lease the Site or any portion
thereof or interest therein, and any greater estate in the Site
owned or hereafter acquired;
TOGETHER WITH all right, title and interest of Trustor, now
owned or hereafter acquired, in and to any land lying within
the right-of-way of any street, open or proposed, adjoining the
Site, and any and all sidewalks, alleys and strips and gores of
land adjacent to or used in connection with the Site;
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7282n/2601/008
Page 2 of 18
TOGETHER WITH all the estate, interest, right, title, other
claim or demand, of every nature, in and to such property,
including the Site, both in law and in equity, including, but
not limited to, all deposits made with or other security given
by Trustor to utility companies, the proceeds from any or all
of such property, including the Site, claims or demands with
respect to the proceeds of insurance in effect with respect
thereto, which Trustor now has or may hereafter acquire, any
and all awards made for the taking by eminent domain or by any
proceeding or purchase in lieu thereof of the whole or any part
of such property, including without limitation, any awards
resulting from a change of grade of streets and awards for
severance damages;
All of the foregoing, together with the Site! is herein
referred to as the "Security".
FOR THE PURPOSE OF SECURING:
(a) Payment of an amount equal to the Purchase Price, as "
such term is defined in Section 201 of the Agreement;
(b) Payment of the Differential Amount, as such term is
defined in Section 301 of the Agreement;
(c) Payment of such additional sums and interest thereon
which may hereafter be loaned to Trustor, or its successors or
assigns, by Beneficiary, when evidenced by a promissory note or
notes or other documents reciting that they are secured by this
Deed of Trust; and
(Q) Paym8R~s iR lieu of taxes pursuant to Section 312 of
't;fte .'\.lj"1'88R\8Rt;
f~? Performance of every obligation, covenant or agreement
of Trustor referenced in Section 404 of the Agreement.
ARTICLE I
DEFINITIONS
1. "Agreement" means that certain Second Amendment to and
Restatement of Disposition and Joint Development Agreement
entered into by the Trustor and the Beneficiary hereof, dated
October 5, 1989; said Agreement (a copy of which is on file
with the-aeneficiary at the address stated above, and including
all of its attachments) is incorporated herein by reference.
2. "Participant", "Participant Improvements" and
"Purchase Price" are defined in the Agreement.
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3. The term "Expiration Date" means the date upon which
the Purchase Price, the Differential Amount, and the in lieu of
taxes if applicable, have been fully repaid by the Trustor to
the Beneficiary, or forgiven by the Beneficiary and all other
obligations the performance of which is secured by this Deed of
Trust have been satisfied, but in no event later
than (date of termination of the Redevelopment
Plan) .
4. "Mortgage" means any permanent or long-term loan
(other than a loan by an entity related to or controlled by the
Trustor), or any other financing device (including without
limitation deeds of trust) the proceeds of which are used in
the construction of the Participant Improvements, which loan is
secured by a security financing interest in the,Trustor's
interest in the Participant Improvements; ,
.
5. "Project" means the "Site" and the "Participant
Improvements", together with all additions, improvements,
restorations and replacements thereof, and together with the
items set forth in the sixth paragraph hereof.
6. "Site" is defined in the granting clauses hereof.
7. "Security" is defined in the granting clauses hereof.
8. "Standards" means those standards of construction and
operation characteristic of medical office buildings of size,
character, and quality similar to the Project.
9. "Trustor" means ARROWHEAD HEALTH SYSTEM, INC., a
California nonprofit corporation and its transferees and
successors in interest. Where an obligation is created herein
binding upon Trustor, the obligation shall also apply to and
bind any transferees or successors in interest. Where the
terms of the Deed of Trust have the effect of creating an
obligation of the Trustor and a transferee, such obligation
shall be deemed to be a joint and several obligation of the
Trustor and such transferee.
Unless the context clearly otherwise requires, any
capitalized term used herein and not defined herein shall have
the meaning given to it under the Agreement (and any amendments
thereto) .
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Page 4 of 18
ARTICLE II
MAINTENANCE AND MODIFICATION OF THE PROJECT
AND SECURITY; CERTIFICATE OF COMPLETION UPON PAYMENT
Section 2.1 Maintenance and Modification of the Project
by Trustor. The Trustor agrees that at all times prior to the
Expiration Date, the Trustor will, at the Trustor's own
expense, maintain, preserve and keep the Project or cause the
Project to be maintained, preserved and kept in a condition
substantially similar to other medical office buildings similar
in size, character, and quality to the Project consisting only
of those uses allowed by the Agreement. The Trustor will from
time to time make or cause to be made all repairs, replacements
and renewals deemed proper and necessary by it. , The
Beneficiary shall have no responsibility in any 'of these'
matters or for the making of improvements or additions to the
Project.
Trustor agrees to pay fully and discharge (or cause to be
paid fully and discharged) all claims for labor done and for
material and services furnished in connection with the
Security, diligently to file or procure the filing of a valid .
notice of completion upon completion of construction of any
part of the Security, diligently file or procure the filing of
a notice of cessation upon the event of a cessation of labor on
the work or construction on the Security for a continuous
period of thirty (30) days or more, and to take all other
reasonable steps to forestall the assertion of claims of lien
against the Security or any part thereof.
Section 2.2 Granting of Easements. Trustor may grant
easements, licenses, rights-of-way or other similar rights or
privileges in the nature of easements with respect to any
property or rights included in the Security without the prior
written approval of the Beneficiary. In the event such rights
are granted, the Trustor'shall promptly so advise the
Beneficiary in writing.
ARTICLE III
TAXES AND INSURANCE; ADVANCES
Section 3.1 Taxes, Other Governmental Charges and
Utility Charges. Trustor shall pay, or cause to be paid, prior
to delinquency, all taxes, assessments, charges and levies
imposed by any public authority or utility company which are or
may become a lien affecting the Security or any part thereof;
provided, however, that Trustor shall not be required to pay
and discharge any such tax, assessment, charge or levy so long
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Page 5 of 18
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as (a) the legality thereof shall be promptly and actively
contested in good faith and by appropriate proceedings, and
(b) Trustor maintains reserves adequate to pay any liabilities
contested pursuant to this Section 3.1 in accordance with
generally accepted accounting principles. With respect to
special assessments or other similar governmental charges,
Trustor shall pay such amount in whole or in installments over
a period of years.
In the event that Trustor shall fail to pay any of the
foregoing items required by this Section to be paid by Trustor,
Beneficiary may (but shall be under no obligation to) pay the
same, after the Beneficiary has notified the Trustor of such
failure to pay and the Trustor fails to fully pay any such item
within seven (7) business days of the earlier of the receipt or
mailing of such notice. Any amount so advanced: therefor by
Beneficiary, together with interest thereon from the date of
such advance at the maximum rate permitted under Section 1(2)
of Article XV of the California Constitution, shall become an
additional obligation of Trustor to the Beneficiary and shall
be secured hereby, and Trustor hereby agrees to pay all such
amounts.
Section 3.2
Provisions Respecting Insurance.
(a) Trustor agrees to provide insurance covering one
hundred percent (100%) of the replacement cost of all insurable
items within the Project during the course of construction and
following completion in the event of fire, lightning, debris
removal, windstorm, flood, vapdalism, malicious mischief,
theft, mysterious disappearance and hazards, casualties and
contingencies as are normally and usually covered by all-risk
policies in effect in the locality where the Project is
situated.
(b) Trustor agrees to carry or cause to be carried: (i)
comprehensive general liability insurance with respect to the
Project with limits of not less than $1,000,000 each occurrence
combined single-limit bodily injury and property damage.
Coverages thereunder shall include contractual liability,
personal injury, owners' and contractors' protection, elevator
liability, garage liability, products and completed operations
coverage; and (ii) worker~' compensation insurance as required
by law.
(c) All such insurance policies and coverages (i) shall be
maintained at Trustor's sole cost and expense so long as any
part of the amounts secured by its Deed of Trust have not been
paid, (ii) shall be with insurers of recognized responsibility,
and in form and substance satisfactory to the Beneficiary,
(1ii) shall name Beneficiary as additional insured, and (iv)
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shall contain a prov~s~on to the effect that the insurer shall
not cancel the policy or modify it materially and adversely to
the interests of Beneficiary without first giving at least
thirty (30) days' prior written notice thereof. Certificates
of insurance for all of the above insurance policies, showing
the same to be in full force and effect, shall be delivered to
the Beneficiary upon demand therefor at any time prior to the
Expiration Date.
Section 3.3 Advances. In the event the Trustor shall
fail to maintain the full insurance coverage required by this
Deed of Trust or shall fail to keep the Project in good repair
and operating condition, the Beneficiary may (but shall be
under no obligation to) take out the required policies of
insurance and pay the premium on the same or may make such
repairs or replacements as are necessary and provide for
payment thereof; and, provided that the Beneficiary provides
five (5) business days' notice to the Trustor all amounts so
advanced therefor by the Beneficiary shall become an additional
obligation of the Trustor to the Beneficiary (together with
interest as set forth below) and shall be secured hereby, which
amounts the Trustor agrees to pay on demand of the Beneficiary,
and if not so paid, shall bear interest from the date of the
advance at the maximum rate permitted by Section 1(2) of
Article XV of the California Constitution.
ARTICLE IV
DAMAGE, DESTRUCTION OR CONDEMNATION
Section 4.1 Damage and Destruction. If, prior to the
Expiration Date, the Project or any portion thereof is
destroyed (in whole or in part) or is damaged by fire or other
casualty, the Trustor shall (a) cause any insurance proceeds
arising from insurance referred to in Section 3.2 hereof and
any other coverage acquired by the Trustor to be used to
promptly rebuild and replace the Project, and (b) repair and
replace the Project as necessary to bring the Project into
conformity with the Standards; provided that such covenants
shall be subordinated to the provisions of all senior
obligations to which this Deed of Trust is subordinate.
shall be no abatement in, and Trustor shall be obligated
continue to pay, the amounts payable under the Agreement
this Deed of Trust.
There
to
and
Section 4.2 Condemnation. SUbject to the prov~s~ons of
senior obligations to which this Deed of Trust is subordinate,
if title to or any interest in or the temporary use of the
Project or any part thereof shall be taken under the exercise
of the power of eminent domain by any governmental body or by
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any person, firm or corporation acting under governmental
authority, including any proceeding or purchase in lieu
thereof, the proceeds as a result of such taking shall be paid
as provided by the law of the State of California to all
persons or entities as their interests appear of record.
ARTICLE V
REPRESENTATIONS, COVENANTS AND WARRANTIES
OF THE TRUSTOR
Section 5.1 Defense of the Title. The Trustor covenants
that it is lawfully seised and possessed of title in fee simple
to the Site, that it has good right to sell, co~vey or
otherwise transfer or encumber the same, and that the Trustor,
for itself and its successors and assigns, warrants and will
forever defend the right and title to the foregoing described
and conveyed property unto the Beneficiary, its successors and
assigns, against the claims of all persons whomsoever,
excepting only encumbrances approved by the BenefiCiary.
Section 5.2 Inspection of the Project. The Trustor
covenants and agrees that at any and all reasonable times and
upon reasonable notice, the Beneficiary and its duly authorized
agents, attorneys, experts, engineers, accountants and
representatives, shall have the right, without payment of
charges or fees, to inspect the Site.
ARTICLE VI
AGREEMENTS AFFECTING THE PROJECT;
FURTHER ASSURANCES; PAYMENT OF THE PURCHASE PRICE,
THE DIFFERENTIAL AMOUNT AND IN LIEU TAXES
Section 6.1 Other Agreements Affecting Project. The
Trustor shall duly and punctually perform all terms, covenants,
conditions and agreements binding upon it under the Agreement
or any other agreement of any nature whatsoever now or
hereafter involving or affecting the Site or any part thereof.
Section 6.2 Further Assurances; After Acquired
Property. At any time, and from time to time, upon request by
the Beneficiary, the Trustor shall make, execute and deliver,
or cause to be made, executed and delivered, to the Beneficiary
and, where appropriate, cause to be recorded and/or filed, and
from time to time thereafter to be recorded and/or filed, and
from time to time thereafter to be re-recorded and/or refiled,
at such time and in such offices and places as shall be deemed
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desirable by the Beneficiary, any and all such other and
further deeds of trust, security agreements, financing
statements respecting personal property, instruments of further
assurance, certificates and other documents as may, in the
opinion of the Beneficiary, be necessary or desirable in order
to effectuate, complete or perfect, or to continue and
preserve, (a) the obligations of the Trustor under this Deed of
Trust, and (b) the lien of this Deed of Trust as a lien prior
to all liens except those obligations which shall be senior
obligations pursuant to the provisions of this Deed of Trust.
Upon any failure by the Trustor to do so, the Beneficiary may
make, execute, record, file re-record and/or refile any and all
such deeds of trust, security agreements, instruments,
certificates and documents for and in the name of the Trustor,
and the Trustor hereby irrevocably appoints the:Beneficiary the
agent and attorney-in-fact of the Trustor to do so. The lien
hereof shall automatically attach, without further act, to all
after-acquired property deemed to be part of the Security as
defined herein.
Section 6.3 Agreement to Pay Attorney's Fees and
Expenses. In the event of an Event of Default hereunder, and
if the Beneficiary should employ attorneys or incur other
expenses for the collection of amounts due or the enforcement
of performance or observance of an obligation or agreement on
the part of the Trustor in this Deed of Trust, the Trustor
agrees that it will, on demand therefor, pay to the Beneficiary
the reasonable fees of such attorneys and such other reasonable
expenses so incurred by the Beneficiary; and any such amounts
paid by the Beneficiary shall be added to the indebtedness
secured by the lien of this Deed of Trust, and shall bear
interest from the date such expenses are incurred at the
maximum rate permitted by Section 1(2) of Article XV of the
California Constitution.
Section 6.4 Payment of the Purchase Price, the
Differential Amount and In Lieu Taxes. The Trustor shall pay
to the Beneficiary an amount equal to the Purchase Price, the
Differential Amount, aRa IR liey T.xes-if the obligation to pay
such amount arises under the Agreement, in the amount(s) and by _
the time(s) set out in the Agreement. The failure to pay the rN~'
Purchase Price, the Differential Amount, or the In Lieu Taxes \
if applicable, constitutes an Event of Default under the ~)
Agreement authorizing and permitting the Beneficiary to ~
exercise the remedies set forth in Article VII hereof.
~
_/
Section 6.5 Subrogation; Payment of Claims. Provided
that the Beneficiary gives notice of at least five (5) business
days to the Trustor, the Beneficiary shall be subrogated to the
claims and liens of all parties whose claims or liens are
discharged or paid by the Beneficiary pursuant to the
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.....--. -- -
-
provisions hereof. If permitted in the Mortgage, the
Beneficiary shall have the right to pay and discharge the
obligations secured by the Mortgage.
Section 6.6 Operation of the Property. The Trustor
agrees and covenants to operate the Site (and, in case of a
transfer of a portion of the Site, the transferee shall operate
such portion of the Site) in full compliance with the Agreement
until the Expiration Date.
Section 6.7 Transfer. No sale, transfer, lease, pledge,
encumbrance, creation of a security interest in or other
hypothecation of the Security shall relieve or release the
Trustor from primary liability under this Deed of Trust or the
Agreement.
ARTICLE VII
EVENTS OF DEFAULT AND REMEDIES
Section 7.1 Events of Default Defined. The occurrence
of any failure of the Trustor to perform under this Deed of
Trust or the Agreement, and the continuation of said failure
for a period of thirty (30) business days as to monetary
obligations and ninety (90) business days as to non-monetary
obligations, after written notice specifying such failure and
requesting that it be remedied (such notice being referred to
herein as a "notice of default") shall have been given to
Trustor from the Beneficiary,. shall be an Event of Default
under this Deed of Trust.
Section 7.2 Acceleration of Maturity. If an Event of
Default shall have occurred and be continuing, then the entire
indebtedness secured hereby shall, at the option of the
Beneficiary, immediately become due and payable without notice
or demand which are hereby expressly waived, and no omission on
the part of the Beneficiary to exercise such option when
entitled to do so shall be construed as a waiver of such right.
Section
Possession.
continuing,
7.3
If
the
The Beneficiary's Right to Enter and
an Event of Default shall have occurred
Beneficiar:y may:
Take
and be
<a} Either in person or by agent, with or without bringing
any action or proceeding, or by a receiver appointed by a
court, and without regard to the adequacy of its security,
enter upon the Site and take possession thereof (or any part
thereof) and of any of the Security, in its own name or in the
name of Trustee, and do'any acts which it deems necessary or
desirable to preserve the value, marketability or rentability
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of the Site, or part thereof or interest therein, increase the
income therefrom or protect the Security hereof and, with or
without taking possession of the Site, sue for or otherwise
collect the rents, issues and profits thereof, including those
past due and unpaid, and apply the same, less costs and
expenses of operation and collection, including attorneys'
fees, upon any indebtedness secured hereby, all in such order
as Beneficiary may determine. The entering upon and taking
possession of the Site, the collection of such rents, issues
and profits and the application thereof, as aforesaid, shall
not cure or waive any Event of Default or notice of Event of
Default hereunder or invalidate any act done in response to
such Event of Default or pursuant to such notice of Event of
Default and, notwithstanding the continuance in possession of
the Site or the collection, receipt and applica~ion of rents,
issues or profits, Beneficiary shall be entitled to exercise
every right provided for in this Deed of Trust, the Agreement
or by law upon occurrence of any Event of Default, including
the right to exercise the power of sale. Trustor requests that
a copy of any notice of default and a copy of any Notice of
Sale hereunder be mailed to him at his address herein given;
(b) Commence an action to foreclose this Deed of Trust as
a mortgage, appoint a receiver, or specifically enforce any of
the covenants hereof;
(c) Deliver to Trustee a written declaration of default
and demand for sale, and a written notice of default and
election to cause Trustor's interest in the property to be
sold, which notice Trustee or Beneficiary shall cause to be
duly filed for record in the Official Records of the County in
which the Site is located; or
(d) Exercise all other rights and remedies provided
herein, in the instruments by which the Trustor acquires title
to the Site, including any Security, or in any other document
or agreement now or hereafter evidencing, creating or securing
all or any portion of the obligations secured hereby, or
provided by law.
Section 7.4 Foreclosure By Power of Sale. Should the
Beneficiary elect to foreclose by exercise of the power of sale
herein contained, the Benaficiary shall notify Trustee and
shall deposit with Trustee this Deed of Trust which is secured
hereby (and the deposit of which shall be deemed to constitute
evidence that the Purchase Price is immediately due and
payable), and such receipts and evidence of any expenditures
made that are additionally secured hereby as Trustee may
require.
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(a) Upon receipt of such notice from the Beneficiary,
Trustee shall cause to be recorded, published and delivered to
Trustor such notice of default and election to sell as then
required by law and by this Deed of Trust. Trustee shall,
without demand on Trustor, after lapse of such time as may then
be required by law and after recordation of such notice of
default and after notice of sale having been given as required
by law, sell the Site, at the time and place of sale fixed by
it in said notice of sale, either as a whole or in separate
lots or parcels or items as Trustee shall deem expedient and in
such order as it may determine, at public auction to the
highest bidder, for cash in lawful money of the United States
payable at the time of sale. Trustee shall deliver to such
purchaser or purchasers thereof its good and sufficient deed or
deeds conveying the property so sold, but without any covenant
or warranty, express or implied. The recitals in such deed of
any matters or facts shall be conclusive proof of the
truthfulness thereof. Any person, including, without
limitation, Trustor, Trustee or Beneficiary, may purchase at
such sale, and Trustor hereby covenants to warrant and defend
the title of such purchaser or purchasers.
(b) After deducting all reasonable costs, fees and
expenses of Trustee, including costs of evidence of title in
connection with such sale, Trustee shall apply the proceeds of
sale to payment of: (i) the Purchase Price; (ii) all other
sums then secured hereby; and (iii) the remainder, if any, to
the person or persons legally entitled thereto.
(c) Trustee may postpon~ sale of all or any portion of the
Site by public announcement at such time and place of sale, and
from time to time thereafter, and without further notice make
such sale at the time fixed by the last postponement, or may,
in its discretion, give a new notice of sale.
Section 7.5 Receiver. If an Event of Default shall have
occurred and be continuing, Beneficiary, as a matter of right
and without further notice to Trustor or anyone claiming under
Security, and without regard to the then value of the Site or
the interest of Trustor therein, shall have the right to apply
to any court having jurisdiction to appoint a receiver or
receivers of the Security (or a part thereof), and Trustor
hereby irrevocably consen~s to such appointment and waives
further notice of any application therefor. Any such receiver
or receivers shall have all the powers and duties of receivers
in like or similar cases, and all the powers and duties of
Beneficiary in case of entry as provided herein, and shall
continue as such and exercise all such powers until the date of
confirmation of sale of the Site, unless such receivership is
sooner terminated.
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...--..
Section 7.6 Remedies Cumulative. No right, power or
remedy conferred upon or reserved to the Beneficiary by this
Deed of Trust is intended to be exclusive of any other right,
power or remedy, but each and every such right, power and
remedy shall be cumulative and concurrent and shall be in
addition to any other right, power and remedy given hereunder
or now or hereafter existing at law or in equity.
Section 7.7
No Waiver.
(a) No delay or omission of the Beneficiary to exercise
any right, power or remedy accruing upon any Default shall
exhaust or impair any such right, power or remedy, or shall be
construed to be a waiver of any such Default or acquiescence
therein; and every right, power and remedy given by this Deed
of Trust to the Beneficiary may be exercised from time to time
and as often as may be deemed expeditious by the Beneficiary.
No consent or waiver, expressed or implied, by the Beneficiary
to or of any breach by the Trustor in the performance of the
obligations hereunder shall be deemed or construed to be a
consent to or waiver of obligations of the Trustor hereunder.
Failure on the part of the Beneficiary to complain of any act
or failure to act or to declare an Event of Default,
irrespective of how long such failure continues, shall not
constitute a waiver by the Beneficiary of its right hereunder
or impair any rights, powers or remedies consequent on any
bre4ch or Event of Default by the Trustor.
(b) If the Beneficiary (i) grants forbearance or an
extension of time for the payment of any sums secured hereby,
(ii) takes other or additional security or the payment of any
sums secured hereby, (iii) waives or does not exercise any
right granted herein, or in the Agreement, (iv) releases any
part of the Security from the lien of this Deed of Trust, or
otherwise changes any of the terms, covenants, conditions or
agreements of this Deed of Trust or the Agreement, (v) consents
to the filing of any map, plat or replat affecting the
Security, (vi) consents to the granting of any easement or
other right affecting the Security, or (vii) makes or consents
to any agreement subordinating the lien hereof, any such act or
omission shall not release, discharge, modify, change or affect
the original liability under this Deed of Trust, or any other
obligation of the Trustor or any subsequent purchaser of the
Security or any part thereof, or any maker, co-signer,
endorser, surety or guarantor (unless expressly released); nor
shall any such act or omission preclude the Beneficiary from
exercising any right, power or privilege herein granted or
intended to be granted upon the occurrence of the Event of
Default then made or of any subsequent Event of Default, nor,
except as otherwise expressly provided in an instrument or
instruments executed by the Beneficiary shall the lien of this
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---- - --- -
Deed of Trust be altered thereby. In the event of the sale or
transfer by operation of law or otherwise of all or any part of
the Site, the Beneficiary, without notice, is hereby authorized
and empowered to deal with any such vendee or transferee with
reference to the Security (or a part thereof) or the
indebtedness secured hereby, or with reference to any of the
terms, covenants, conditions or agreements hereof, as fully and
to the same extent as it might deal with the Trustor and
without in any way releasing or discharging any liabilities,
obligations or undertakings of the Trustor.
Section 7.8 Suits to Protect the Security. The
Beneficiary shall have power (upon ninety (90) days notice to
the Trustor) to (a) institute and maintain such suits and
proceedings as it may deem expedient to prevent any impairment
of the Security (and the rights of the Beneficiary as secured
by this Deed of Trust) by any acts which may be unlawful or any
violation of this Deed of Trust, (b) preserve or protect its
interest (as described in this Deed of Trust) in the Security
and in the rents, issues, profits and revenues arising
therefrom, and (c) restrain the enforcement of or compliance
with any legislation or other governmental enactment, rule or
order that may be unconstitutional or otherwise invalid, if the
enforcement for compliance with such enactment, rule or order
would impair the security thereunder or be prejudicial to the
interests of the Beneficiary.
Section 7.9 Trustee May File Proofs of Claim. In the
case of any receivership, insolvency, bankruptcy,
reorganization, arrangement, adjustment, composition or other
proceedings affecting the Tru~tor, its creditors or its
property, the Beneficiary, to the extent permitted by law,
shall be entitled to file such proofs of claim and other
documents as may be necessary or advisable in order to have the
claims of the Beneficiary allowed in such proceedings for the
entire amount due and payable by the Trustor under this Deed of
Trust at the date of the institution of such proceedings and
for any additional amount which may become due and payable by
the Trustor hereunder after such date.
ARTICLE VI II
SUBORDINATION
Section 8.1 Subordination. Provided that all of the
Conditions Precedent to Encumbrance (as set forth in
Section 322 of the Agreement) have been satisfied and provided
further that no Notice of Default under its terms appears of
record, the Beneficiary agrees to execute documents reasonably
acceptable in form and substance to the Executive Director of
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-- ----......... "---.- - --
the Beneficiary and its legal counsel to subordinate the lien
of this Deed of Trust, to the following:
<a) Land loans, interim loans, construction loans and/or
permanent loans obtained by Trustor from any institutional
lender(s) for the acquisition of the Site and/or for the
construction and/or permanent financing of the Participant
Improvements, to the extent prescribed in the Agreement, to a
maximum amount of Fifteen Million Dollars ($15,OOO,OOO)i and
(b) Easements in favor of public agencies or public
utilities typically conveyed in connection with similar
developments.
Section 8.2 Description of Loans. Any loan to which
this Deed of Trust is to be subordinated shall De evidenced by
a promissory note, which shall not be limited with respect to
any terms (except as may be otherwise provided by Section 8.1
hereof), including the principal amount thereof, or the rate of
interest thereon; provided, however, that any such loan or
loans shall be subject to the approval of BenefiCiary.
Section 8.3 Purpose and Use of Loans. Any loan or loans
to which this Deed of Trust shall be subordinated may be used -
for any purposes in connection with the acquisition,
improvement, operation and/or management of the Site. Any
lender in making any disbursement pursuant to any such loan or
loans shall be under no obligation or duty to see to the
application or use of such proceeds for the purposes provided
herein, and any application or use of such proceeds for
purposes other than those provided for in this Article shall
not defeat the subordination herein made in whole or in part.
Section 8.4 Execution of Subordination Agreement.
Beneficiary agrees, upon request, provided that Trustor is not
in default under this Deed of Trust or the Agreement, to
execute a subordination agreement, or agreements, in form
reasonably acceptable to the Beneficiary, in favor of any loan
or loans to which this Deed of Trust is to be subordinated, and
to deliver same to Trustor for recordation in order to confirm
of record the subordination provided in this Deed of Trust. In
the event of express conflict, the terms of any subordination
agreement executed by Beneficiary shall prevail over the terms
regarding such subordination provided herein.
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ARTICLE IX
MISCELLANEOUS
Section 9. 1 Amendments. This instrument cannot be
waived, changed, discharged or terminated orally, but only by
an instrument in writing signed by the party against whom
enforcement of any waiver, change, discharge or termination is
sought.
Section 9.2. Reconvevance bv Trustee. Trustor and
~eneficiarv acknowledqe and aqree that certain obligations of
Trustor shall, in fact, survive the completion of construction
of Participant Improvements and the issuance of the
cer~~t~ca~e ot Completion including, but not limited to, the
covenant of nondiscrimination and the maintenance of the
Participant Improvements and all other improvements on the
Site pursuant to Sections 401 and 402 of the Agreement.
Notwithstanding the surviving Obligations of Trustorl upon
written request of Beneficiary stating that the purchase
price, which amount is determinable in accordance wi th the
provisions of Section 201 and 208 of the Agreement, has been
paid, and upon surrender of the Deed of Trust to Trustee for
cancellation and retention and upon payment by Trustor of
Trustee's reasonable fees, Trustee shall reconvey to Trustor,
or to the person or persons legally entitled hereto, without
warranty, any portion of the Site then held hereunder. The
recitals in such reconveyance of any matters or facts shall be
conclusive proof of the truthfulness thereof. The grantee in
any reconveyance may be described as II the person or person
legally entitled thereto."
Section 9. 3 Notices. Whenever BenefiCiary, Trustor
or Trustee shall desire to give or serve any notice, demand,
request or other communication with respect to this Deed of
Trust, each such notice, demand, request, or other
communication shall be in writing and shall be effective only
if the same is delivered by personal service or mailed by
registered or certified mail, postage prepaid, return receipts
requested, or by telecopier or facsimile transmission,
addressed to the address set forth in the first paragraph of
this Deed of Trust. Any party may at any time change its
address for such notices by delivering or mailing to the other
parties hereto, as aforesaid, a notice of such change.
Section 9.4 Acceutance bv Trustee. Trustee accepts
this Trust when this Deed of Trust, duly executed and
acknowledged is made a public record as provided by law.
Section 9. 5 Cautions. The captions or heading at the
beginning of each Section hereof are for the convenience of
the parties and are not a part of this Deed of Trust.
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Section 9.6 Invalidity of Certain Provisions. Every
provision of this Deed of Trust is intended to be severable.
In the event any term or provision hereof is declared to be
illegal or invalid for any reason whatsoever by a court of
competent jurisdiction, such illegality or invalidity shall not
affect the balance of the terms and provisions hereof, which
terms and provisions shall remain binding and enforceable. If
the lien of this Deed of Trust is invalid or unenforceable as
to any part of the debt, or if the lien is invalid or
unenforceable as to any part of the Security, the unsecured or
partially secured portion of the debt, and all payments made on
the debt, whether voluntary or under foreclosure or other
enforcement action or procedure, shall be considered to have
been first paid on and applied to the full payment of that
portion of the debt which is not secured or partially secured
by the lien of this Deed of Trust.
Section 9.7 No Merger. If title to the Site shall
become vested in the Beneficiary, this Deed of Trust and the
lien created hereby shall not be destroyed or terminated by
application of the doctrine of merger and, in such event,
Beneficiary shall continue to have and enjoy all of the rights
and privileges of Beneficiary under this Deed of Trust. In
addition, upon foreclosure under this Deed of Trust pursuant to
the provisions hereof, any leases or subleases then existing
and affecting all or any portion of the Security shall not be
destroyed or terminated by application of the law of merger or
as a matter of law or as a result of such foreclosure unless
Beneficiary or any purchaser at any such foreclosure shall so
elect. No act by or on behalf of Beneficiary or any such
purchaser shall constitute a termination of any lease or
sublease unless Beneficiary or such purchaser shall give
written notice of termination to such tenant or subtenant.
Section 9.8 Governing Law. This Deed of Trust shall be
governed by and construed in accordance with the laws of the
State of California.
Section 9.9 Gender and Number. In this Deed of Trust
the Singular shall include the plural and the masculine shall
include the feminine and neuter and vice versa, if the context
so requires.
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IN WITNESS WHEREOF, Trustor has executed this Deed of
Trust as of the day and year first above written.
Dated:
~fr-jD
,
ARROWHEAD HEALTH CARE SYSTEM,
INC., a California nonprofit
corporation
?-~
By
President
Dated:
By
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"
STATE OF CALIFORNIA
)
) ss.
)
COUNTY OF SAN BERNARDINO
On ~~~ :<, /910 before me, the
undersiqned, a Notary Publi in and for said State, personally
appeared Lna.A.L/!4 (.. 1tl.1lA.L4, the President of the corporation
named in the within instrument, personally known to me or
proved to me on the basis of satisfactory evidence to be the
person whose name is subscribed to the within instrument and
acknowledqed that he executed the same on behalf of the
within-named corporation.
WITNESS my hand and official seal.
A~ J t-4u/~
(SEAL)
'......-.....................1
@ ot't,nAL SiAL
, AMY S. FREDIN :
. NOT"~Y PUBliC-CALIFORNIA .
SI\N 1l[~IWIDtNO COUNTY :
My Comm. up June 25. 11193 .
.............................: