HomeMy WebLinkAboutR22-Economic Development Agency
ECONOMIC DEVELOPMENT AGENCY
OF THE CITY OF SAN BERNARDINO
FROM:
Gary Van Osdel
Executive Director
SUBJECT:
SALE OF SURPLUS WATER DEPARTMENT
PROPERTY LOCATED AT NORTHWEST
CORNER OF UNIVERSITY PARKWAY AND
NORTHPARK BOULEVARD BY THE CITY
TO THE REDEVELOPMENT AGENCY FOR
SUBSEQUENT SALE TO THE J. R. WATSON
& ASSOCIATES DEVELOPMENT CO.
DATE:
May 16, 2003
OR1GlNAL
SvnoDsis of Previous Commission/Council/Committee Action(s):
On May 8. 2003, Redevelopment Committee Members Anderson, Suarez and Estrada voted unanimously to recommend
to the Community Development Commission and to the Mayor and Common Council that the sale of surplus Water
Department property located at the northwest comer of University Parkway and Northpark Boulevard by the City to the
Agency be approved. Further, the Redevelopment Committee voted unanimously to recommend to the Community
Development Commission approval of a Disposition and Development Agreement between the Agency and J. R.
Watson & Associates Development Co. relating to the property at the northwest comer of University Parkway and
Northpark Boulevard.
Recommended Motion!s):
!Communitv Development Commission)
MOTION A: A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF
SAN BERNARDINO, AS THE GOVERNING BODY OF THE REDEVELOPMENT AGENCY OF
THE CITY OF SAN BERNARDINO APPROVING THE PURCHASE OF CERTAIN PROPERTY
FROM THE CITY OF SAN BERNARDINO AND THE DISPOSITION OF SAID PROPERTY TO J.
R. WATSON & ASSOCIATES DEVELOPMENT CO. AND APPROVING THAT CERTAIN
DISPOSITION AND DEVELOPMENT AGREEMENT BY AND BETWEEN THE
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO AND J. R. WATSON &
ASSOCIATES DEVELOPMENT CO.
!Mavor and Common Council)
MOTION B: A RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO APPROVING THAT CERTAIN PURCHASE AND SALE AGREEMENT BY AND
BETWEEN THE CITY OF SAN BERNARDINO AND THE REDEVELOPMENT AGENCY OF
THE CITY OF SAN BERNARDINO RELATING TO PROPERTY LOCATED AT THE
NORTHWEST CORNER OF UNIVERSITY PARKWAY AND NORTHPARK BOULEVARD IN
THE CITY OF SAN BERNARDINO
Contact Person(s):
Gary Van Osdel
Phone:
(909) 663-1044
Project Area(s)
None
Ward(s);
Fifth
Supporting Data Attached: [{I Staff Report [{I Resolution(s) [{I Agreement(s)/Contract(s) 0 Map(s) 0 Letters
FUNDING REQUIREMENTS r: $ None Source:
C~ - ,/ ~.idget Authority:
SIGNATURE: ,(~ k--v G. A /
m___mmm________________________~~~L_~_S~:I:__~::C_~tl::_~lr_e:t:_r________m______m_______m__________________m_mm________________m_________________
Commission/Council Notes:
N/A
N/A
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I
1?o":~2_~_____],.QQ3.=_l:?,Q________________________________________________________________________________________________________________________________________________________
P:\ClericaJ Services DcptlMargarct ParkenAgenda\CDC 2003\03.05-19 Walson.doc
COMMISSION MEETING AGENDA
Meeting Date: 06/02/2003
Agenda Item Number: ft 2. ~
ECONOMIC DEVELOPMENT AGENCY
STAFF REPORT
Sale of Surplus Water Department Property Located at
Northwest Corner of Universitv Parkwav and Northpark Boulevard
bv the City to the Redevelopment Al!encv for Subsequent Sale to the
J. R. Watson & Associates Development Co.
BACKGROUND:
The City's Water Department is the owner of approximately 130 acres of land generally located on
the west side of Northpark Boulevard, between University Parkway and the San Bernardino Flood
Control Channel. Three months ago, in anticipation of the Board of Water Commissioners declaring
all or a portion of the 130 acres as surplus, and desiring to have a role in the ultimate disposition and
development of the land, staff representatives of Development Services, the Economic Development
Agency and the Water Department initiated negotiations of a sale and development scenario with the
principals of Watson & Associates, Inc.
Watson & Associates, Inc, a Southern California development entity home based in Seal Beach, was
first introduced to the site by Director of Development Services, James Funk. Founded in January of
1972 by James R. Watson, Watson & Associates Inc., specializes in high quality community sensitive
development of mixed-use, residential, retail and office complexes. With over 35 major retail, office
and residential projects completed, Watson & Associates has acquired a reputation for consistently
developing projects that set new and higher standards for community aesthetics.
The proposed Project entails the sale of approximately 99 acres of the surplus land (the "Property")
by the City to the Redevelopment Agency (the "Agency") via a Purchase and Sale Agreement, the
subsequent sale of the Property by the Agency to the J. R. Watson & Associates Development Co.
("Developer") pursuant to a Disposition and Development Agreement (the "DDA") and the
development thereafter of the Property by the Developer. The appraisal of the Property was
conducted by James Smothers and established a fair market value of $3,000,000 ($0.70 a square foot)
for the Property. Thus, the Developer will pay $3 million to the Agency for the Property. In the
event the Water Department determines that additional acres adjacent to the Property are surplus, the
Developer may, at its sole option, purchase the additional acreage at the rate of $0.70 a square foot.
The Developer shall pay 80% of the purchase price at close of escrow and the remaining 20% of the
purchase price shall be paid two years from the date of escrow closure. The Agency will take back a
Promissory Note from the Developer bearing a variable interest rate equal to 2% over the LlBOR.
(London Inter Bank Offering Rate) Subsequent to the close of escrow, the Agency will forward the
proceeds from the sale of the Property to the Water Department and will assign the Promissory Note
to the Water Department as well.
Pursuant to the DDA, the Developer will subdivide the Property and initiate a phased residential
development of a minimum of 153 single-family residences. Featuring a minimum lot size of 10,800
square feet and homes with a minimum of 2,400 square feet of floor area, the Project is to be
completed within five years of the close of escrow. The Project will include approximately 20 acres
P:\Clcrical Services Dept\Margarel ParkeMgcnda\CDC 2003\03-05-19 Watson,doc
COMMISSION MEETING AGENDA
Meeting Date: 06/02/2003
Agenda Item Number:
Economic Development Agency Staff Report
J. R. Watson & Associates Development Co.
Page 2
of parks, pedestrian and hiking trails and natural areas and the residential area will be separated from
the perimeter roads through the use of a masonry/stucco or split face block wall and pilasters. The
Project will consist of full landscaping treatment around the perimeter with unique plantings to
enhance the neighborhood and to develop a sense of "place" for the Project.
CURRENT ISSUE:
Notice regarding the May 19, 2003, Public Hearing on the disposition and development of the
Property was published in the Sun on May 5th and 12th.
On May 27,2003, at a regularly scheduled meeting of the Board of Water Commissioners, the Board
voted to declare the Property as surplus and to recommend to the Mayor and Common Council that
the Property be sold at fair market value to the Agency under the terms of the attached Purchase and
Sale Agreement.
ENVIRONMENT AL IMPACT:
On May 6, 2003, at a duly noticed Public Hearing, a Mitigated Negative Declaration and Mitigation
Monitoring/Reporting Program for the Project were approved by the Planning Commission. In
addition, at such Hearing, the Planning Commission approved Tentative Tract Map No. 16509 and
Conditional Use Permit No. 03-06, based upon the Findings of Fact in the staff report, subject to the
Conditions of Approval and Standard Requirements. On May 7,2003, Planning Staff filed the Notice
of Determination. A separate Notice of Determination will be filed by Agency Staff with regard to
the disposition of the Property to the Developer and the development of the Property by the
Developer.
FISCAL IMPACT:
The Developer will pay market value for the Property. No public subsidies are required.
RECOMMENDATION:
That the Community Development Commission and Mayor and Common Council approve the
attached Resolutions.
');(i~~
Gary V7Sdel, Executive irector
P:\Clerical Services Dept\Margarct ParkeMgendalCDC 2003\03-05.19 Watson,doc
COMMISSION MEETING AGENDA
Meeting Date: 06/0212003
Agenda Item Number:
ECONOMIC DEVELOPMENT AGENCY
OF THE CITY OF SAN BERNARDINO
FROM: Gary Van Osdel SUBJECT: SALE OF SURPLUS WATER DEPARTMENT
Executive Director PROPERTY LOCATED AT NORTHWEST
CORNER OF UNIVERSITY PARKWAY AND
DATE: May 8, 2003 NORTHP ARK BOULEVARD BY THE CITY
TO THE REDEVELOPMENT AGENCY FOR
SUBSEQUENT SALE TO THE J. R. WATSON
& ASSOCIATES DEVELOPMENT CO.
.______._____n________._._________._____________________.__________________________________________________
Svnopsis of Previous Commission/Council/Committee Action(s):
On May 8, 2003, Redevelopment Committee Members Anderson, Suarez and Estrada voted unanimously to recommend
to the Community Development Commission and to the Mayor and Common Council that the sale of surplus Water
Department property located at the northwest corner of University Parkway and Northpark Boulevard by the City to the
Agency be approved. Further, the Redevelopment Committee voted unanimously to recommend to the Community
Development Commission approval of a Disposition and Development Agreement between the Agency and J. R.
Watson & Associates Development Co. relating to the property at the northwest corner of University Parkway and
Northpark Boulevard.
Recommended Motion(s):
(Community Development Commission)
MOTION A: RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF SAN
BERNARDINO, AS THE GOVERNING BODY OF THE REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO APPROVING THE PURCHASE OF CERTAIN PROPERTY FROM
THE CITY OF SAN BERNARDINO AND THE DISPOSITION OF SAID PROPERTY TO J. R.
WATSON & ASSOCIATES DEVELOPMENT CO. AND APPROVING THAT CERTAIN
DISPOSITION AND DEVELOPMENT AGREEMENT BY AND BETWEEN THE
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO AND J. R. WATSON &
ASSOCIATES DEVELOPMENT CO.
(Mavor and Common Council)
MOTION B: RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO APPROVING THAT CERTAIN PURCHASE AND SALE AGREEMENT BY AND
BETWEEN THE CITY OF SAN BERNARDINO AND THE REDEVELOPMENT AGENCY OF
THE CITY OF SAN BERNARDINO RELATING TO PROPERTY LOCATED AT THE
NORTHWEST CORNER OF UNIVERSITY PARKWAY AND NORTHPARK BOULEVARD IN
THE CITY OF SAN BERNARDINO
Contact Person(s):
Gary Van Osdel
Phone:
(909) 663-1044
Fifth
Project Area(s)
None
Ward(s):
Supporting Data Attached: 0 Staff Report 0 Resolution(s) 0 Agreement(s)/Contract(s) 0 Map(s) 0 Letters
FUNDING REQUIREMENTS Amount: $ None
6/
SIGNATURE: { '"
-----________________~L_~_~~:~:__~:~~:~::_
Commission/Council Notes:
fM~ ::,-/,Q/03 # (>!" (..,
d / / ./
Source:
N/A
N/A
P:\Clerical Serviccs Dept\Margaret ParkeMgenda\COC 2003\03-05-]9 Watson.doc
COMMISSION MEETING AGENDA
Meeting Date: G /2./03
Agenda Item Number: f!, 2.-'2-
ECONOMIC DEVELOPMENT AGENCY
STAFF REPORT
Sale of Surplus Water Department Property Located at
Northwest Corner of University Parkwav and Northpark Boulevard
bv the City to the Redevelopment Al!:encv for Subsequent Sale to the
J. R. Watson & Associates Development Co.
BACKGROUND:
The City's Water Department is the owner of approximately 130 acres of land generally located on
the west side of Northpark Boulevard, between University Parkway and the San Bernardino Flood
Control Channel. Three months ago, in anticipation of the Board of Water Commissioners declaring
all or a portion of the 130 acres as surplus, and desiring to have a role in the ultimate disposition and
development of the land, staff representatives of Development Services, the Economic Development
Agency and the Water Department initiated negotiations of a sale and development scenario with the
principals of Watson & Associates, Inc.
Watson & Associates, Inc, a Southern California development entity home based in Seal Beach, was
first introduced to the site by Director of Development Services, James Funk. Founded in January of
1972 by James R Watson, Watson & Associates Inc., specializes in high quality community sensitive
development of mixed-use, residential, retail and office complexes. With over 35 major retail, office
and residential projects completed, Watson & Associates has acquired a reputation for consistently
developing projects that set new and higher standards for community aesthetics.
The proposed Project entails the sale of approximately 99 acres of the surplus land (the "Property")
by the City to the Redevelopment Agency (the "Agency") via a Purchase and Sale Agreement, the
subsequent sale of the Property by the Agency to the J. R Watson & Associates Development Co.
("Developer") pursuant to a Disposition and Development Agreement (the "DDA") and the
development thereafter of the Property by the Developer. The appraisal of the Property was
conducted by James Smothers and established a fair market value of $3,000,000 ($0.70 a square foot)
for the Property. Thus, the Developer will pay $3 million to the Agency for the Property. In the
event the Water Department determines that additional acres adjacent to the Property are surplus, the
Developer may, at its sole option, purchase the additional acreage at the rate of $0.70 a square foot.
The Developer shall pay 80% of the purchase price at close of escrow and the remaining 20% of the
purchase price shall be paid two years from the date of escrow closure. The Agency will take back a
Promissory Note from the Developer bearing a variable interest rate equal to 2% over the LillOR.
(London Inter Bank Offering Rate) Subsequent to the close of escrow, the Agency will forward the
proceeds from the sale of the Property to the Water Department and will assign the Promissory Note
to the Water Department as well.
Pursuant to the DDA, the Developer will subdivide the Property and initiate a phased residential
development ofa minimum of 153 single-family residences. Featuring a minimum lot size of 10,800
square feet and homes with a minimum of 2,400 square feet of floor area, the Project is to be
completed within five years of the close of escrow. The Project will include approximately 20 acres
P:\Clerical Services DeptlMargarel Parl:enAgenda\CDC 2003\03-05-19 Watson.doe
COMMISSION MEETING AGENDA
Meeting Date: 05/19/2003
Agenda Item Number: I<J 6
Economic Development Agency Staff Report
1. R. Watson & Associates Development Co.
Page 2
of parks, pedestrian and hiking trails and natural areas and the residential area will be separated from
the perimeter roads through the use of a masonry/stucco or split face block wall and pilasters. The
Project will consist of full landscaping treatment around the perimeter with unique plantings to
enhance the neighborhood and to develop a sense of "place" for the Project.
CURRENT ISSUE:
Notice regarding the May 19, 2003, Public Hearing on the disposition and development of the
Property was published in the Sun on May 5th and 12th.
On May 13,2003, at a regularly scheduled meeting of the Board of Water Commissioners, the Board
was to consider a vote to declare the Property as surplus and to recommend to the Mayor and
Common Council that the Property be sold at fair market value to the Agency under the terms of the
attached Purchase and Sale Agreement. However, because of issues raised concerning the exact
acreage involved in the proposed transaction, the matter will not be considered by the Board of Water
Commissioners until the Board meeting of May 27, 2003. As a result of this delay, the Council and
Commission will not be in a position to consider the proposed transaction at their meeting of May 19,
2003.
ENVIRONMENTAL IMPACT:
On May 6, 2003, at a duly noticed Public Hearing, a Mitigated Negative Declaration and Mitigation
Monitoring/Reporting Program for the Project were approved by the Planning Commission. In
addition, at such Hearing, the Planning Commission approved Tentative Tract Map No. 16509 and
Conditional Use Permit No. 03-06, based upon the Findings of Fact in the staff report, subject to the
Conditions of Approval and Standard Requirements. On May 7, 2003, Planning Staff filed the Notice
of Determination. A separate Notice of Determination will be filed by Agency Staff with regard to
the disposition of the Property to the Developer and the development of the Property by the
Developer.
FISCAL IMPACT:
The Developer will pay market value for the Property. No public subsidies are required.
RECOMMENDATION:
Continue the Public Hearing to the Council/Commission Meeting of June 2, 2003.
/7~
(/- .
/IJ;. "/(
Gary V)"i Osdel, Exec
/
P:\Clcrical Services DeptlMargaret ParkenAgenda\CDC 2003\03.05.]9 Watson.doc
COMMISSION MEETING AGENDA
Meeting Date: 05/19/2003
Agenda Item Number: ~
~~~r
RESOLUTION NO.
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.J
A RESOLUTION OF THE MAYOR AND COMMON COUNCIL
OF THE CITY OF SAN BERNARDINO APPROVING THAT
CERTAIN PURCHASE AND SALE AGREEMENT BY AND
BETWEEN THE CITY OF SAN BERNARDINO AND THE
REDEVELOPMENT AGENCY OF THE CITY OF SAN
BERNARDINO RELA TlNG TO PROPERTY LOCATED AT THE
NORTHWEST CORNER OF UNIVERSITY PARKWAY AND
NORTH PARK BOULEVARD IN THE CITY OF SAN
BERNARDINO
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WHEREAS, the City of San Bernardino, California (the "City") is a municipal corporation and
charter city, duly organized and existing pursuant to the provisions of the constitution of the State of
California; and
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WHEREAS, the City is the current owner of certain real property located at the northwest corner
of University Parkway and Northpark Boulevard in the City of San Bernardino and shown on the map
attached hereto as Exhibit "A" (the "Map"); and
WHEREAS, said property was purchased with Water Fund monies; and
WHEREAS, the Board of Water Commissioners has determined that certain portions of said
property are no longer necessary for use by the City's Municipal Water Department and has
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recommended that they be sold as surplus Municipal Water Department property; and
WHEREAS, the City desires to sell to the Redevelopment Agency ofthe City of San Bernardino
(the "Agency") those portions of said real property shown on the Map as parcels 1, 2, 3, 5, 6, 7, 8, 10
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and 12 (the "Property") pursuant to the provisions of the Charter of the City and the provisions oflhe
Municipal Code, including without limitation Section 2,65.050; and
WHEREAS, an MAl appraisal of the Property was conducted in April, 2002 by Smothers
Appraisal (the "Appraiser"); and
WHEREAS, according to the report dated April 11,2002 (the "Appraisal Report") prepared by
the Appraiser, the fair market value of the Property is Three Million Dollars ($3,000,000); and
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WHEREAS, in May, 2003, the Appraiser updated the Appraisal Report, confinning and bringing
forward to May, 2003, a fair market value for the Property of Three Million Dollars ($3,000,000); and
WHEREAS, the Agency is entering into a Disposition and Development Agreement (the
"DDA") pursuant to which the Agency will, simultaneously with its purchase of the Property from the
City, sell the Property to J. R. Watson & Associates Development Co. (the "Developer") for a purchase
price of Three Million Dollars ($3,000,000); and
WHEREAS, the Agreement provides that all amounts received by the Agency from the
Developer for payment of all or any portion of the purchase price of the Property under the DDA be
paid, in turn, by the Agency to the City; and
WHEREAS, the price the Developer is paying to acquire the Property is not less than the fair
market value of the Property; and
WHEREAS, the DDA provides for the development of the Property by the Developer as a
residential neighborhood consisting of single family detached homes (the "Project"); and
WHEREAS, in connection with the approval process of the tentative tract map submitted by the
Developer, the Planning Commission of the City of San Bernardino (the "Planning Commission"),
pursuant to the provisions of the California Environmental Quality Act ("CEQA") and the CEQA
Guidelines developed thereunder (the "CEQA Guidelines"), conducted an initial study to asceliain
whether the proposed Project may have a significant effect on the environment; and
WHEREAS, the initial study identified potentially significant effects on the environment in
connection with the proposed Project; and
WHEREAS, the Planning Commission has imposed certain conditions on the Project to the
Developer which would avoid or mitigate the potentially significant effects on the environment, and the
Developer has agreed to implement such conditions; and
WHEREAS, on May 6, 2003, following a duly noticed public hearing, the Planning Commission
adopted a Mitigated Negative Declaration with respect to the Project in accordance with the provisions
of CEQA and the CEQA Guidelines; and
S820037235.1
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WHEREAS, the City has considered the initial study and the Mitigated Negative Declaration and
has detemlined that the Planning Commission contemplated all environmental effects within the scope
of its jurisdiction; and
WHEREAS, City Staffhas prepared a Purchase and Sale Agreement (the "Agreement") attached
hereto as Exhibit "B", pursuant to which the City will convey the Property to the Agency; and
WHEREAS, it is appropriate for the Mayor and Common Council to take action with respect to
the sale of the Property to the Agency.
NOW, THEREFORE, BE IT RESOLVED, DETERMINED AND ORDERED BY THE
MA YOR AND COMMON COUNCIL OF THE CITY OF SAN BERNARDINO, AS FOLLOWS:
Section 1. The above recitals are true and correct and incorporated herein by reference.
Section 2. The Mayor and Common Council hereby accept the determination ofthe Board
of Water Commissioners that the Property is no longer necessary for use by the City's Municipal Water
Department and the recommendation of the Board of Water Commissioners that the Property be sold
as surplus Municipal Water Department property.
Section 3. The Mayor and Common Council hereby approve the sale of the Property to the
Agency pursuant to the Agreement.
Section 4. The Mayor and Common Council hereby direct that the proceeds of the sale of
the Property received by the City from the Agency in accordance with the tenns of the Agreement be
deposited in the Water Fund.
Section 5. The Mayor and Common Council hereby find and determine that the sale of the
Property pursuant to the Agreement creates no additional environmental effects, not contemplated by
the initial study and Mitigated Negative Declaration, requiring further analysis or mitigation and hereby
adopt the Mitigated Negative Declaration and direct the Development Services Department of the City
to file a Notice of Determination on behalf of the City with respect thereto.
Section 6. The Mayor and Common Council hereby approve the Agreement and authorize
and direct the Mayor to execute the Agreement on behalf of the City together with such teclmical and
conforming changes as may be recommended by the General Manager of the Municipal Water
S8200n2351
3
Department and approved by the City Attorney. In the event that the Agreement may not be fully
2 executed by the parties for any reason within sixty (60) days following the date of adoption of this
3 Resolution, the authorization granted to the Mayor to execute the Agreement on behalf of the City shall
4 be of no further force and effect.
5 Section 7. Provided that the Agreement has been fully executed by the parties within the
6 period of time set forth in Section 6 of this Resolution, the General Manager of the Municipal Watcr
7 Department is hereby authorized and directed to take all actions set forth in the Agreement on behalfof
8 the City to close the escrow transaction described therein.
9 Section 8. The Mayor and Common Council hereby approve the sale of the Property to the
10 Agency in accordance with Section 2.65.050 of the Municipal Code and on the ternlS set forth in the
II Agreement.
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28 582003:7235.1 4
1 A RESOLUTION OF THE MAYOR AND COMMON COUNCIL OF THE CITY OF SAN
BERNARDINO APPROVING THAT CERTAIN PURCHASE AND SALE AGREEMENT
2 BY AND BETWEEN THE CITY OF SAN BERNARDINO AND THE REDEVELOPMENT
AGENCY OF THE CITY OF SAN BERNARDINO RELATING TO PROPERTY LOCA TED
3 AT THE NORTHWEST CORNER OF UNIVERSITY PARKWAY AND NORTHPARK
BOULEVARD IN THE CITY OF SAN BERNARDINO.
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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
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COUNCIL MEMBERS: AYES
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ESTRADA
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LONGVILLE
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MCGINNIS
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DERRY
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SUAREZ
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ANDERSON
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MCCAMMACK
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, 2003, by the following vote, to wit:
NAYS
ABSTAIN ABSENT
CITY CLERK
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The foregoing Resolution is hereby approved this
day of
,2003.
JUDITH V ALLES, Mayor
City of San Bernardino
Approved as to form and
23 legal content:
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5
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
2 CITY OF SAN BERNARDINO )
3 I, City Clerk of the City of San Bernardino, DO HEREBY
CERTIFY that the foregoing and attached copy of Mayor and Common Council of the City of San
4 Bernardino Resolution No. is a full, true and correct copy of that now on file in this office.
5 IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of
the City of San Bernardino this day of , 2003.
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City Clerk
of the City of San Bernardino
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28 SB2oon2351 6
EXHIBIT "A"
2 MAP
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28 SB200372351 7
l'IHT-~L-L~~6 U6:~q ~M ~HGLRNU
(bl.1l::lldql~~l
t-'_ Ul
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)cj.7
7
UNIVERSITY PARK
CONCEPT PLAN
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28 SB2003:7235.1
EXHIBIT "B"
PURCHASE AND SALE AGREEMENT
8
. .
PURCHASE AND SALE AGREEMENT
(Parcels Located at Northwest Corner of
University Parkway and Northpark Boulevard)
THIS PURCHASE AND SALE AGREEMENT (this "Agreement") is made and entered
into as of the day of , 2003, by and between the Redevelopment Agency of
the City of San Bernardino ("Buyer"). and the City of San Bernardino ("Seller").
RECITALS
(A) The Buyer is a public body corporate and politic organized and validly existing
under the laws of the State of California (the "State"), and the Seller is a municipal corporation
organized and validly existing under the Constitution of the State.
(B) Seller owns certain property located in the City of San Bernardino, County of
San Bernardino more particularly described in Exhibit "A" hereto (the "Property").
(C) Buyer intends to enter into a certain 2003 Disposition and Development
Agreement, whereby Buyer will convey the Property to 1. R. Watson and Associates
Development Co., a California corporation (the "Developer"). The Developer intends to
develop the Property in phases as provided in the Disposition and Development Agreement
The Developer will pay a purchase price for the Property of Three Million Dollars
($3,000,000.00). The Buyer and Seller wish to provide for a conveyance of the Property from
the Seller to the Buyer in order that the Buyer may convey the Property to the Developer
pursuant to the Disposition and Development Agreement.
(D) The Seller and Buyer have duly approved the transactions contemplated by this
Agreement by approval of their respective governing bodies and in order to set forth the terms
and conditions of such purchase and sale, the Buyer and Seller desire to enter into this
Agreement.
NOW, THEREFORE, for and in consideration of the foregoing Recitals and the mutual
agreements hereinafter set forth, and for other good and valuable consideration, the receipt and
sufficiency of which are hereby acknowledged, the parties agree as follows:
ARTICLE I
PURCHASE AND SALE
Section 1.01. Purchase and Sale. Subject to the terms and conditions of this
Agreement, Seller hereby agrees to sell, transfer and convey to the Buyer, and the Buyer
hereby agrees to purchase from Seller, all of Seller's right, title and interest in and to the
Property, excluding water rights.
SB2003, 13436.1
Section 1.02. Purchase Price.). The purchase price for the Property shall be
Three Million Dollars ($3,000,000.00) (the "Purchase Price"). An MAl appraisal of the
Property has been conducted by Smothers Appraisal (the "Appraiser"). According to the
report prepared by the Appraiser, the fair market value of the Property is Three Million
Dollars ($3,000,000.00). The Disposition and Development Agreement provides that the
Developer shall pay 80 % of the Purchase Price at the close of escrow thereunder and that the
remainder 20 % of the Purchase Price shall be financed by the Buyer hereunder, such financing
to be evidenced by a promissory note (the "Promissory Note") and secured by a deed of trust
creating a lien against all or some portion of the Property (the "Trust Deed"). All amounts
received by the Buyer from the Developer under the Disposition and Development Agreement
for payment of all or any portion of the purchase price thereunder shall, in turn, be paid by the
Buyer to the Seller hereunder. The Seller hereunder shall be considered a third party
beneficiary of the Buyer's rights under the Disposition and Development Agreement and under
the Promissory Note and the Trust Deed.
Section 1.03. Cash at Closing. Eighty percent (80%) of the Purchase Price
shall be paid to Seller in cash at Closing (as defined in Section 3.01 hereof). The remainder of
the Purchase Price shall be paid by the Buyer to the Seller upon receipt by the Buyer of
periodic payments pursuant to the Promissory Note. Upon receipt of payments pursuant to the
Promissory Note, the Buyer shall remit such amounts to the Seller in accordance with
instructions received from time to time from the Seller.
ARTICLE II
TITLE INSURANCE
Section 2.01. Seller's Obligation to Provide Title Insurance. Seller shall deliver
to the Buyer, within ten (10) days after the execution and delivery of this Agreement by both
parties (the "Effective Date"), a preliminary title report for an owner's title policy issued by
Chicago Title Company, together with legible copies of all restrictive covenants, easements
and other items listed as title exceptions therein (each a "Title Defect"). The title policy to be
issued to the Buyer pursuant to this section shall ensure fee simple title to the Buyer in the
amount of the Purchase Price, as adjusted pursuant hereto, subject only to the exceptions
shown therein to which the Buyer has agreed in writing. The Buyer shall have five (5) days
after its receipt of the preliminary title report within which to disapprove any Title Defects
shown therein, such approval or disapproval to be within the Buyer's reasonable discretion. If
the Buyer fails to disapprove any particular Title Defect by written notice delivered to and
received by Seller within such time period, then the Buyer shall be deemed to have approved
such title Defect. If the Buyer disapproves any such Title Defect by written notice delivered to
and received by Seller within such time period, then the Buyer may terminate this Agreement
unless Seller (without any obligation to do so) cures the Buyer's objection to such Title Defect.
Title Defects which the Buyer approves or has been deemed to have approved pursuant to this
Section shall have the option to either (a) extend the Closing by that period of time which is
reasonably required by Seller to satisfy the title requirement or to cure the Title Defect, or (b)
582003:13..+36.1
terminate this Agreement by written notice to the Buyer In accordance with the notice
. provisions of this Agreement.
ARTICLE III
CLOSING
Section 3.01. Closing Through Escrow. Subject to the proVISIOns of this
Agreement, the Buyer and Seller shall consummate and close the purchase and sale of the
Property contemplated by this Agreement when all of the conditions of closing for the benefit
of the parties hereto have been satisfied or waived, and when and if all conditions precedent to
the close of escrow under the Disposition and Development Agreement have been satisfied, but
in no event later than July 31, 2003 (the "Closing"). Subject to the provisions of this
Agreement relating to the extension of the Closing, if the Closing does not occur as a result of
the failure of a condition, then the party hereto for whose benefit the condition exists may
terminate this Agreement, in which event the parties hereto shall have no further rights or
obligations pursuant to this Agreement.
The transfer and sale of the Property shall take place through an escrow (the
"Escrow") to be administered by Chicago Title Company or such other escrow or title
insurance company mutually agreed upon by the Buyer and the Seller (the "Escrow Agent")
The Escrow shall be deemed open upon the receipt by the Escrow Agent of a fully executed
copy of this Agreement. The Escrow Agent shall promptly confirm to the parties the escrow
number and the title insurance order number assigned to the Escrow.
The Buyer and the Seller each agree to execute the customary supplemental
instructions in the form provided by the Escrow Agent to its clients in real property escrow
transactions administered by it.
Section 3.02. Seller's Obligations at Closing. At Closing, Seller shall deliver to
the Escrow Agent the following documents (all duly executed and acknowledged by Seller,
where required):
a. Deed. A quitclaim deed in substantially the form attached to this
Agreement as Exhibit "B", executed by Seller and conveying the Property to the Buyer, subject
to no exceptions other than those agreed to by the Buyer.
b. Title Policy. A commitment by the Title Company to issue an owner's
title policy in CL T A standard form, naming the Buyer as the insured in the amount of the
Purchase Price, insuring that the Buyer owns fee simple title to the Property, subject only to
such exceptions as are agreed to by the Buyer
Section 3.03. Buyer's Obligation at Closing. At Closing, the Buyer shall
deliver to the Seller at least eighty percent (80%) of the Purchase Price in cash or by wire
SB200),l)436.!
transfer of readily available U.S. funds, together with documentary proof that the Note and the
Trust Deed have been executed and delivered by the Developer.
Section 3.04. Closing Costs. Seller shall pay all closing costs.
IN WITNESS WHEREOF, the parties hereto have executed this Purchase and
Sale Agreement as of the date first above written.
"BUYER"
Redevelopment Agency of the
City of San Bernardino
By:
Judith Valles
Chair of the Community
Development Commission
"SELLER"
City of San Bernardino
By:
Judith Valles, Mayor
5B2003: 13436. 1
'.
EXHIBIT "A"
Legal Description
S82003,13436.1
EXHIBIT "B"
Quitclaim Deed
$82(103:13436.1
RECORDING REQUESTED BY
AND WHEN RECORDED
RETURN TO:
REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO
201 NORTH "E" STREET
SUITE 301
SAN BERNARDINO, CALIFORNIA 92401
(Space Above tor Recorder's Use)
OUlTCLAIM DEED
SB2003:13436.1
QUITCLAIM DEED
Documentary Transfer Tax -0-
FOR A V ALlJABLE CONSIDERATION, receipt of which is hereby acknowledged, the City
of San Bernardino, a municipal corporation, hereby REMISES, RELEASES and
QlJITCLAIMS to Redevelopment Agency of the City of San Bernardino all that real property
situated in the City of San Bernardino, County of San Bernardino, State of California,
described as:
SEE EXHIBIT "A" hereto
Dated:
,2003
City of San Bernardino
Judith Valles, Mayor
(ST A TE OF CALIFORNIA)
COlJNTY OF SAN BERNARDINO)
WITNESS my hand and official seal.
On
Signature
b e for e
m e
(here
of the officer),
appeared
insert name and title
personally
(Seal)
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 III his/herltheir
authorized capacity(ies), and that by
his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of
which the person(s) acted, executed the
instrument
S82()(J3: 134]() 1
EXHIBIT A
Property Description
582003:13436.1
ACCEPTANCE
By Resolution No. the Redevelopment Agency of the City of San Bernardino
hereby accepts title to the property described in Exhibit A to this Quitclaim Deed.
Dated:
.2003
Redevelopment Agency of the City of
San Bernardino
Gary Van Osdel
Executive Director
SB2(j(j.3: I J..j;1() , I
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C~[p>y
RESOLUTION NO.
A RESOLUTION OFTHE COMMUNITY DEVELOPMENT COMMISSION OF
THE CITY OF SAN BERNARDINO, AS THE GOVERNING BODY OF THE
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO,
APPROVING THE PURCHASE OF CERTAIN PROPERTY FROM THE CITY
OF SAN BERNARDINO AND THE DISPOSITION OF SAID PROPERTY TO J.
R. WATSON & ASSOCIATES DEVELOPMENT CO. AND APPROVING THAT
CERTAIN DISPOSITION AND DEVELOPMENT AGREEMENT BY AND
BETWEEN THE REDEVELOPMENT AGENCY OF THE CITY OF SAN
BERNARDINO AND J. R. WATSON & ASSOCIATES DEVELOPMENT CO.
WHEREAS, the Redevelopment Agency of the City of San Bernardino (the "Agency") desires
to acquire certain real property (the "Property") from the City of San Bernardino (the "City") pursuant
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to Health and Safety Code Section 33396; and
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WHEREAS, the City has determined that the Property is no longer necessary for the City's use;
WHEREAS, the Property is located at the northwest comer of University Parkway and Northpark
Boulevard in the City of San Bernardino and is more specifically described as parcels 1,2,3,5,6,7, 8,
10 and 12 on the map attached hereto as Exhibit "A"; and
WHEREAS, an MAl appraisal of the Property was conducted in April, 2002 by Smothers
Appraisal (the "Appraiser"); and
WHEREAS, according to the report dated April II ,2002 (the "Appraisal Report"), prepared by
20
the Appraiser, the fair market value of the Property is Three Million Dollars ($3,000,000); and
2]
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forward to May, 2003, a fair market value for the Property of Three Million Dollars ($3,000,000); and
WHEREAS, in May, 2003, the Appraiser updated the Appraisal Report, confirming and bringing
23
WHEREAS, the Agency intends to enter into a Disposition and Development Agreement (the
24 "DDA") pursuant to which the Agency will, simultaneously with its purchase of the Property from the
25 City, sell the Property to J. R. Watson & Associates Development Co., a California corporation and its
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assigns (each, the "Developer") pursuant to Health and Safety Code Section 33430, for a purchase price
of Three Million Dollars ($3,000,000); and
WHEREAS, the DDA further provides for the development of the Property by the Developer
as a residential neighborhood consisting of single family detached homes (the "Project"); and
WHEREAS, as part of the approval process ofthe tentative tract map submitted by the Developer
in connection with the Project, the Planning Commission of the City of San Bernardino (the "Planning
Commission"), pursuant to the provisions of the California Environmental Quality Act ("CEQA") and
the CEQA Guidelines developed thereunder (the "CEQA Guidelines"), conducted an initial study to
ascertain whether the proposed Project may have a significant effect on the environment; and
WHEREAS, the initial study identified potentially significant effects on the environment in
connection with the proposed Project; and
WHEREAS, the Planning Commission has imposed certain conditions on the Project which
would avoid or mitigate the potentially significant effects on the environment, and the Developer has
agreed to implement such conditions; and
WHEREAS, on May 6, 2003, following a duly noticed public hearing, the Planning Commission
adopted a Mitigated Negative Declaration with respect to the Project in accordance with the provisions
ofCEQA and the CEQA Guidelines; and
WHEREAS, the City has found and determined that the sale of the Property to the Agency
creates no additional environmental effects, not contemplated by the initial study and Mitigated Negative
Declaration, requiring further analysis or mitigation and has adopted the Mitigated Negative Declaration;
and
WHEREAS, it is appropriate for the Commission to take action with respect to the acquisition
of the Property from the City and the disposition of the Property to the Developer and to approve the
DDA as set forth in this Resolution.
SB2003:725S.1
2
1 NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION ACTING
2 ON BEHALF OF THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
3 DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
4 Section 1. The above recitals are true and correct and incorporated herein by reference.
5 Section 2. The Commission is a responsible agency under CEQA with respect to the
6 disposition of the Property to the Developer and the development of the Property by the Developer
7 pursuant to the DDA. The Commission hereby finds that there are no additional environmental
8 effects not contemplated by the Mitigated Negative Declaration, requiring further analysis or
9 mitigation, resulting from the disposition of the Property to the Developer and the development of
10 the Property by the Developer pursuant to the DDA. The Commission hereby directs Agency Staff
11 to file a Notice of Determination on behalf of the Agency consistent with the findings herein.
12 Section 3. On June 2, 2003, the Commission commenced the conduct of a full and fair
13 public hearing relating to the purchase of the Property from the City and the disposition of the
14 Property to the Developer pursuant to the DDA. The minutes of the Agency Secretary for the June
15 2, 2003 meeting of the Commission shall include a record of all communication and testimony
16 submitted to the Commission by interested persons relating to the public hearing and the approval
17 of the DDA.
18 Section 4. A copy of the DDA in the form submitted at the public hearing is on file with the
19 Agency Secretary.
20 Section 5. The Commission hereby approves the purchase of the Property by the Agency
21 from the City pursuant to the Purchase and Sale Agreement attached hereto as Exhibit "B," and the
22 Chair is hereby authorized and directed to execute the Purchase and Sale Agreement on behalf of the
23 Agency together with such technical and conforming changes as may be recommended by the
24 Executive Director of the Agency and approved by Agency Counsel.
25 Section 6. The Commission hereby approves the DDA and the disposition of the Property
26 to the Developer on the terms set forth in the DDA. The Executive Director is hereby authorized and
27 directed to execute the DDA on behalf of the Agency together with such technical and conforming
28
3
I changes as may be recommended by the Executive Director and approved by Agency Counsel. In
2 the event that the DDA may not be fully executed by the parties for any reason within sixty (60) days
3 following the date of adoption of this Resolution, the authorization granted to the Executive Director
4 to execute the DDA on behalf of the Agency shall be of no further force and effect.
5 Section 7. Provided that the DDA has been fully executed by the parties within the period
6 of time set forth in Section 6 of this Resolution, the Executive Director of the Agency is hereby
7 authorized and directed to take all actions set forth in the DDA on behalf of the Agency to close the
8 escrow transaction described therein.
Section 8. This Resolution shall become effective immediately upon its adoption.
9
10 III
II III
12 III
13 III
14 III
15 III
16 III
17 III
18 III
19 III
20 III
21 III
22 II
23 III
24 III
25 III
26 III
27 III
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A RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY
2 OF SAN BERNARDINO, AS THE GOVERNING BODY OF THE REDEVELOPMENT
AGENCY OF THE CITY OF SAN BERNARDINO, APPROVING THE PURCHASE OF
3 CERTAIN PROPERTY FROM THE CITY OF SAN BERNARDINO AND THE
DISPOSITION OF SAID PROPERTY TO J.R. WATSON & ASSOCIATES
4 DEVELOPMENT CO. AND APPROVING THAT CERTAIN DISPOSITION AND
5 DEVELOPMENT AGREEMENT BY AND BETWEEN THE REDEVELOPMENT AGENCY
OF THE CITY OF SAN BERNARDINO AND J.R. WATSON & ASSOCIATES
6 DEVELOPMENT CO.
7 I HEREBY CERTIFY that the foregoing Resolution was duly adopted by the Community
8 Development Commission of the City of San Bernardino at a
meeting thereof,
9 held on the _ day of
,2003, by the following vote to wit:
10 COMMISSION MEMBERS:
AYES
NAYS ABSTAIN ABSENT
II ESTRADA
12 LONGVILLE
13 McGINNIS
14 DERRY
15 SUAREZ
16 ANDERSON
17 MCCAMMACK
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Secretary
The foregoing Resolution is hereby approved this _ day of
,2003.
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JUDITH VALLES, Chairperson
Community Development Commission
of the City of San Bernardino
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24 Approved as to form and
legal content:
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!3Y:
27 Agency Counsel
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STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss
CITY OF SAN BERNARDINO )
I, Secretary of the Community Development Commission
4 of the City of San Bernardino, DO HEREBY CERTIFY that the foregoing and attached copy of
Community Development Commission of the City of San Bernardino Resolution No. is a
full, true and correct copy of that now on file in this office.
5
IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of
Community Development Commission of the City of San Bernardino this day of
,2003.
Secretary of the
Community Development Commission
of the City of San Bernardino
28 SB20037255.1
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EXHIBIT "A"
2 MAP
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28 5820037255.1 7
MHY-IL-L~~6 ~~;~q ~I" KH~~HN~
.OC>CO'<.'.......-..J'-'..
)<j.7
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UNIVERSITY PARK
CONCEPT PLAN
EXHIBIT "8"
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PURCHASE AND SALE AGREEMENT
28 SB20037255.1
8
PURCHASE AND SALE AGREEMENT
(Parcels Located at Northwest Corner of
University Parkway and Northpark Boulevard)
THIS PURCHASE AND SALE AGREEMENT (this "Agreement") is made and entered
into as of the day of , 2003, by and between the Redevelopment Agency of
the City of San Bernardino ("Buyer"), and the City of San Bernardino ("Seller").
RECITALS
(A) The Buyer is a public body corporate and politic organized and validly existing
under the laws of the State of California (the "State"), and the Seller is a municipal corporation
organized and validly existing under the Constitution of the State.
(B) Seller owns certain property located in the City of San Bernardino, County of
San Bernardino more particularly described in Exhibit "A" hereto (the "Property").
(C) Buyer intends to enter into a certain 2003 Disposition and Development
Agreement, whereby Buyer will convey the Property to J. R. Watson and Associates
Development Co., a California corporation (the "Developer"). The Developer intends to
develop the Property in phases as provided in the Disposition and Development Agreement.
The Developer will pay a purchase price for the Property of Three Million Dollars
($3,000,000.00). The Buyer and Seller wish to provide for a conveyance of the Property from
the Seller to the Buyer in order that the Buyer may convey the Property to the Developer
pursuant to the Disposition and Development Agreement.
(D) The Seller and Buyer have duly approved the transactions contemplated by this
Agreement by approval of their respective governing bodies and in order to set forth the terms
and conditions of such purchase and sale, the Buyer and Seller desire to enter into this
Agreement.
NOW, THEREFORE, for and in consideration of the foregoing Recitals and the mutual
agreements hereinafter set forth, and for other good and valuable consideration, the receipt and
sufficiency of which are hereby acknowledged, the parties agree as follows:
ARTICLE I
PURCHASE AND SALE
Section 1.01. Purchase and Sale. Subject to the terms and conditions of this
Agreement, Seller hereby agrees to sell, transfer and convey to the Buyer, and the Buyer
hereby agrees to purchase from Seller, all of Seller's right, title and interest in and to the
Property, excluding water rights.
S82003,13436.1
Section ].02. Purchase Price. ). The purchase price for the Property shall be
Three Million Dollars ($3,000,000.00) (the "Purchase Price"). An MA] appraisal of the
Property has been conducted by Smothers Appraisal (the "Appraiser"). According to the
report prepared by the Appraiser, the fair market value of the Property is Three Million
Dollars ($3,000,000.00). The Disposition and Development Agreement provides that the
Developer shall pay 80 % of the Purchase Price at the close of escrow thereunder and that the
remainder 20 % of the Purchase Price shall be financed by the Buyer hereunder, such financing
to be evidenced by a promissory note (the "Promissory Note") and secured by a deed of trust
creating a lien against all or some portion of the Property (the "Trust Deed"). All amounts
received by the Buyer from the Developer under the Disposition and Development Agreement
for payment of all or any portion of the purchase price thereunder shall, in turn, be paid by the
Buyer to the Seller hereunder. The Seller hereunder shall be considered a third party
beneficiary of the Buyer's rights under the Disposition and Development Agreement and under
the Promissory Note and the Trust Deed.
Section 1.03. Cash at Closing. Eighty percent (80%) of the Purchase Price
shall be paid to Seller in cash at Closing (as defined in Section 3.0] hereof). The remainder of
the Purchase Price shall be paid by the Buyer to the Seller upon receipt by the Buyer of
periodic payments pursuant to the Promissory Note. Upon receipt of payments pursuant to the
Promissory Note, the Buyer shall remit such amounts to the Seller in accordance with
instructions received from time to time from the Seller.
ARTICLE II
TITLE INSURANCE
Section 2.01. Seller's Obligation to Provide Tit]e Insurance. Seller shall deliver
to the Buyer, within ten (10) days after the execution and delivery of this Agreement by both
parties (the "Effective Date"), a preliminary title report for an owner's title policy issued by
Chicago Title Company, together with legible copies of all restrictive covenants, easements
and other items listed as title exceptions therein (each a "Title Defect"). The title policy to be
issued to the Buyer pursuant to this section shall ensure fee simple title to the Buyer in the
amount of the Purchase Price, as adjusted pursuant hereto, subject only to the exceptions
shown therein to which the Buyer has agreed in writing. The Buyer shall have five (5) days
after its receipt of the preliminary title report within which to disapprove any Title Defects
shown therein, such approval or disapproval to be within the Buyer's reasonable discretion. If
the Buyer fails to disapprove any particular Title Defect by written notice delivered to and
received by Seller within such time period, then the Buyer shall be deemed to have approved
such title Defect. If the Buyer disapproves any such Title Defect by written notice delivered to
and received by Seller within such time period, then the Buyer may terminate this Agreement
unless Seller (without any obligation to do so) cures the Buyer's objection to such Title Defect.
Title Defects which the Buyer approves or has been deemed to have approved pursuant to this
Section shall have the option to either (a) extend the Closing by that period of time which is
reasonably required by Seller to satisfy the title requirement or to cure the Title Defect, or (b)
SB2oo3, 13436.1
terminate this Agreement by written notice to the Buyer III accordance with the notice
provisions of this Agreement.
ARTICLE III
CLOSING
Section 3.01. Closing Through Escrow. Subject to the proviSIOns of this
Agreement, the Buyer and Seller shall consummate and close the purchase and sale of the
Property contemplated by this Agreement when all of the conditions of closing for the benefit
. of the parties hereto have been satisfied or waived, and when and if all conditions precedent to
the close of escrow under the Disposition and Development Agreement have been satisfied, but
in no event later than July 31, 2003 (the "Closing"). Subject to the provisions of this
Agreement relating to the extension of the Closing, if the Closing does not occur as a result of
the failure of a condition, then the party hereto for whose benefit the condition exists may
terminate this Agreement, in which event the parties hereto shall have no further rights or
obligations pursuant to this Agreement.
The transfer and sale of the Property shall take place through an escrow (the
"Escrow") to be administered by Chicago Title Company or such other escrow or title
insurance company mutually agreed upon by the Buyer and the Seller (the "Escrow Agent").
The Escrow shall be deemed open upon the receipt by the Escrow Agent of a fully executed
copy of this Agreement. The Escrow Agent shall promptly confirm to the parties the escrow
number and the title insurance order number assigned to the Escrow.
The Buyer and the Seller each agree to execute the customary supplemental
instructions in the form provided by the Escrow Agent to its clients in real property escrow
transactions administered by it.
Section 3.02. Seller's Obli~ations at Closing. At Closing, Seller shall deliver to
the Escrow Agent the following documents (all duly executed and acknowledged by Seller,
where required):
a. Deed. A quitclaim deed in substantially the form attached to this
Agreement as Exhibit "B", executed by Seller and conveying the Property to the Buyer, subject
to no exceptions other than those agreed to by the Buyer.
b. Title Policv. A commitment by the Title Company to issue an owner's
title policy in CLTA standard form, naming the Buyer as the insured in the amount of the
Purchase Price, insuring that the Buyer owns fee simple title to the Property, subject only to
such exceptions as are agreed to by the Buyer
Section 3.03. Buyer's Obli~ation at Closing. At Closing, the Buyer shall
deliver to the Seller at least eighty percent (80 %) of the Purchase Price in cash or by wire
582003,13436.1
,
.
transfer of readily available U.S. funds, together with documentary proof that the Note and the
Trust Deed have been executed and delivered by the Developer.
Section 3.04. Closing Costs. Seller shall pay all closing costs.
IN WITNESS WHEREOF, the parties hereto have executed this Purchase and
Sale Agreement as of the date first above written.
"BUYER"
Redevelopment Agency of the
City of San Bernardino
By:
Judith Valles
Chair of the Community
Development Commission
"SELLER"
City of San Bernardino
By:
Judith Valles, Mayor
SB2003: 13436.1
EXHIBIT "A"
Legal Description
SB2003:13436.!
EXHIBIT "B"
Quitclaim Deed
SB2OD3,13436.1
RECORDING REQUESTED BY
AND WHEN RECORDED
RETURN TO:
REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO
201 NORTH "E" STREET
SUITE 301
SAN BERNARDINO, CALIFORNIA 92401
(Space Above for Recorder's Use)
OUlTCLAIM DEED
S82003: 13436.1
QUITCLAIM DEED
Documentary Transfer Tax -0-
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, the City
of San Bernardino, a municipal corporation, hereby REMISES, RELEASES and
QUITCLAIMS to Redevelopment Agency of the City of San Bernardino all that real property
situated in the City of San Bernardino, County of San Bernardino, State of California,
described as:
SEE EXHIBIT "A" hereto
Dated:
,2003
City of San Bernardino
Judith Valles, Mayor
(STATE OF CALIFORNIA)
COUNTY OF SAN BERNARDINO)
WITNESS my hand and official seal.
On
Signature
before me
__________ (here
insert name and title of the officer),
personally appeared
---------------------------
(Seal)
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 his/her/their
authorized capacity(ies), and that by
his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of
which the person(s) acted, executed the
instrument.
SB200J:IJ4J6.1
EXHIBIT A
Property Description
582003,13436.1
ACCEPTANCE
By Resolution No. the Redevelopment Agency of the City of San Bernardino
hereby accepts title to the property described in Exhibit A to this Quitclaim Deed.
Dated:
,2003
Redevelopment Agency of the City of
San Bernardino
Gary Van Osdel
Executive Director
SB2003,13436.1
RECORDING REQUESTED BY AND
WHEN RECORDED MAIL TO:
REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO
201 North "En Street
Suite 301
San Bernardino, California 92401
(Space Above Line for Use By Recorder)
2003
DISPOSITION AND DEVELOPMENT AGREEMENT
BY AND BETWEEN
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
AND
J.R. WATSON & ASSOCIATES DEVELOPMENT CO.
882003:2151.1
Section 1.01.
Section 1.02.
Section 1.03.
Section 2.01.
Section 2.02.
Section 2.03.
Section 2.04.
Section 2.05.
Section 2.06.
Section 2.07.
Section 2.08.
Section 2.09.
Section 2.10.
Section 2.11.
Section 2.12.
Section 2.13.
Section 2.14.
Section 2.15.
Section 2.16.
Section 2.17.
Section 2.18.
Section 2.19.
Section 2.20.
Section 2.21.
Section 2.22.
Section 2.23.
Section 2.24.
Section 2.25.
SB2Q03:2151.1
TABLE OF CONTENTS
Page
Purpose of Agreement........................................................................................1
~~~........................................................................................................1
Parties to the Agreement....................................................................................2
ARTICLE II
DISPOSITION OF THE PROPERTY .............................................5
Purchase and Sale of the Property; Purchase Price; Agency Financing ............5
Deposit............................................................................................................... 6
Opening and Closing of Escrow ........................................................................7
Escrow Instructions............................................................................................ 7
Conveyance of Title...........................................................................................8
Additional Closing Obligations of Agency........................................................8
Closing Obligations of Developer..................................................................... 9
Inspections and Review..................................................................................... 9
Due Diligence Investigation of the Property By the Developer ......................11
Due Diligence Certi ficate ............................................................................... .12
Books and Records ..........................................................................................12
Condition of the Property-Developer's Release ..............................................14
Review and Approval of Condition of Title by the Developer........................15
RESERVED .....................................................................................................15
Extension of Due Diligence Period..................................................................15
Developer's Conditions Precedent to Close Escrow .......................................15
Agency's Conditions Precedent to Close Escrow............................................ 16
Distribution of Documents to Developer After Closing Date by Escrow
Holder..............................................................................................................1 7
Satisfaction of Conditions................................................................................1 7
RESERVED ...................................... ... ................................ ............................17
Prorations, Closing Costs, Possession .............................................................17
BREACH OF ARTICLE II BY THE AGENCY; PROVABLE
OUT -OF-POCKET EXPENSES PAYABLE AS DAMAGES BY
THE AGENCY TO THE DEVELOPER.......................................... ..19
RESERVED .....................................................................................................19
Representations and W arranties.......................................................................19
Damage, Destruction and Condemnation ........................................................22
Section 3.0l.
Section 3.02.
Section 3.03.
Section 3.04.
Section 3.05.
Section 3.06.
Section 3.07.
Section 4.0l.
Section 4.02.
Section 4.03.
Section 4.04.
Section 5.oJ.
Section 5.02.
Section 5.03.
Section 5.04.
Section 5.05.
Section 5.06.
Section 6.0l.
Section 6.02.
Section 6.03.
Section 6.04.
Section 6.05.
Section 6.06.
Section 6.07.
Section 6.08.
882003:2151.1
ARTICLE III
DEVELOPMENT OF THE PROJECT ..........................................23
Development of the Project by Developer.......................................................23
RESERVED .....................................................................................................27
Taxes and Assessments................................................................................... .27
Change in Ownership Management and Control of the Developer n
Assignment and Transfer................................................................................ .28
Security Financing; Right of Holders ..............................................................30
Right of the Agency to Satisfy Other Liens on the Property after
Conveyance of Title........................................................................................ .33
Certificate of Completion.............................................................................. ..33
ARTICLE IV
USE OF THE SITE..........................................................34
Uses................................................................................................................. .34
Maintenance of the Property........................................................................... .34
Obligation to Refrain from Discrimination......................................................35
Form of Nondiscrimination and Nonsegregation Clauses ...............................35
ARTICLE V
DEFAULTS, REMEDIES AND TERMINATION .................................36
Defaults - General........................................................................................... .36
Legal Actions...................................................................................................3 7
Rights and Remedies are Cumulative ..............................................................37
Damages...........................................................................................................3 7
Specific Performance Prior to Close of Escrow ..............................................38
Agency Rights of Termination Following Close ofEscrow............................38
ARTICLE VI
GENERAL PROVISIONS....................................................39
Notices, Demands and Communications Between the Parties ........................39
Conflict of Interest......................................................................................... ..40
Warranty Against Payment of Consideration for Agreement..........................40
Nonliability of Agency Officials and Employees ............................................40
Enforced Delay: Extension of Time of Performance.......................................40
Inspection of Books and Records ....................................................................41
Approvals........................................................................................................ .41
Real Estate Commissions............................................................................... ..41
11
Section 6.09.
Section 6.10.
Section 6.1l.
Section 6.12.
Indemnification............................................................................................... .41
Release of Developer from Liability................................................................43
Attorneys' Fees................................................................................................44
Effect............................................................................................................... .44
ARTICLE VII
ENTIRE AGREEMENT; COUNTERPARTS; NO MERGER WITH GRANT DEED;
WAIVERS AND AMENDMENTS .............................................44
Section 7.01.
Section 7.02.
Entire Agreement; Counterparts......................................................................44
No Merger; Waivers and Amendments ...........................................................44
ARTICLE VIII
TIME FOR ACCEPTANCE OF AGREEMENT BY AGENCY
AND RECORDATION
Section 8.01. Execution and Recordation ....................................................................................44
EXHIBIT "A"
EXHIBIT "A-I"
EXHIBIT "B"
EXHIBIT "C"
EXHIBIT "D"
EXHIBIT "E"
EXHIBIT "F"
EXHIBIT "G"
EXHIBIT "H"
SB2003:2151.1
THE MAP AND THE PROPERTY
REQUIRED BUILDING STANDARDS
DESCRIPTION OF PROJECT AND SCOPE OF DEVELOPMENT
- TENTATIVE TRACT MAP
PROMISSORY NOTE
DEED OF TRUST
AGENCY GRANT DEED
SCHEDULE OF PERFORMANCE
CERTIFICATE OF COMPLETION '.
III
2003
DISPOSITION AND DEVELOPMENT AGREEMENT
(J.R. Watson & Associates Development Co. )
This 2003 Disposition and Development Agreement (the "Agreement") is entered into as of
, _, 2003, by and between the REDEVELOPMENT AGENCY OF
THE CITY OF SAN BERNARDINO, a public body corporate and politic (the "Agency") and
J.R. Watson & Associates Development Co., a California corporation (the "Developer"). The
Agency and Developer hereby agree as follows:
Section 1.01. Pumose of Agreement. In accordance with Section 33396 of the
California Health and Safety Code, the purpose of this Agreement is to provide for the sale by
the Agency to the Developer of certain unimproved lands located at the northwest comer of
University Parkway and Northpark Boulevard in the City of San Bernardino and more
specifically described as parcels 1,2,3,5,6,7,8, 10 and 12 (collectively and severally, the
"Property") on the map attached hereto as Exhibit "A" (the "Map").
Section 1.02. The Proiect. Promptly following the conveyance of the Property
by the Agency to the Developer, the Developer shall undertake the first phase of development of
the Property as a residential neighborhood consisting of single family detached homes. (the
"Residences") The community of Residences will be developed in accordance with and shall
contain the features described in Exhibit "A-1 "("Required Building Standards") and will also
include approximately twenty (20) acres devoted to a community park with playground, several
miles of walking trails, green areas and landscaping in which Developer intends to invest at least
$500,000 and of naturally left land (the "Parks and Trails") (the Residences and the Parks and
Trails being hereinafter referred to as the "Project"). In the first phase of development of the
Project, the Developer shall perform the following after receipt ofre1evant goverrunental
approvals and permits:
(a) mass grade the entire Project area (as appropriate) within sixty (60) days after
closing and approval of a master grading plan;
(b) install drainage facilities and utilities, as appropriate for the development plan in
accordance with governmental requirements;
(c) develop Residences in an orderly fashion based upon prevailing market conditions.
Notwithstanding the foregoing, it is intended that 50-100 Residences will be
developed initially with the balance of the Residences ( up to a total of 155-198, in
the aggregate) to follow within five (5) years of the Closing Date.
The Developer shall, as part of the Project, provide compacted fill for the
completion of the ultimate right of way for the realignment of Campus Parkway at Northpark
Boulevard. Developer shall also relocate existing water lines as reflected on the "Tentative Tract
Map," as defined below and provide various mechanisms to maintain, as feasible, ground water
recharge including drywell inlet structures and vertical recharge wells.
I
The Project is more particularly described in Exhibit "B" attached hereto
(Description of Project and Scope of Development) (the "Scope of Development").
A tentative tract map with respect to the Property (the "Tentative Tract Map") has
been submitted to the City of San Bernardino (the "City"). The Tentative Tract Map is attached
hereto as Exhibit "C" in order to indicate the general nature of the Project. Approval of the
tentative tract map may occur subsequent to the execution of this Agreement.
Section 1.03. Parties to the Agreement.
(a) The Agency is a public body, corporate and politic, exercising
governmental functions and powers and organized and existing under Chapter 2 of the
Community Redevelopment Law of the State of California (Health and Safety Code
Section 33020, et sea.). The principal office of the Agency is located at 201 North "E" Street,
Suite 301, San Bernardino, California 92401.
(b) The Developer is a California corporation. The principal office and
mailing address of the Developer for purposes ofthis Agreement is:
J.R. Watson & Associates Development Co.
101 Main Street, Suite A
Seal Beach, California 90740
Attn: James R. Watson
Telephone: (562) 430-0503
Fax: (562) 493-5860
(c) The City of San Bernardino is not a party to this Agreement.
2
882003:2151.1
Section 1.04. Restrictions Against Change in Ownership. Management and
Control of Developer and Assignment of Agreement. The qualifications and identity of the
Developer are of particular concern to the Agency. It is because of those qualifications and
identity that the Agency has entered into this Agreement with the Developer. Prior to the
issuance ofa Certificate of Completion as set forth in Section 3.07, no voluntary or involuntary
successor in interest of the Developer shall acquire any rights or powers under this Agreement;
provided, however that the parties hereto acknowledge and agree that prior to the
commencement of construction of the Project, the Developer may assign some or all of its right,
title and interest in this Agreement (or to relevant portions or phases of the Project) to an entity
or entities which agree to build in accordance with the Required Building Standards attached
hereto as Exhibit "A-I" and which is (a) at least twenty five percent (25%) owned directly or
indirectly by the Developer or an affiliate of the Developer and the managing member or
manager of which is the Developer or an affiliate of the Developer or (b) an entity not affiliated
with J.R. Watson & Associates Development Co. (a "Builder", which builder together with an
assignee permitted pursuant to 1.04(a), above, shall be individually referred to hereinafter as an
"Approved Assignee") where Watson & Associates, rnc ("Watson") retains the following
obligations and responsibilities:
(i) Watson shall determine that the Builder is suitable for its portion of the Project
(i..e. a custom home builder doing three very large homes in a cuI de sac will be
evaluated differently than one or two Builders proposing different styles of
housing for different neighborhoods within the Project);and
(ii) Watson shall require that the Builder, in any purchase agreement, expressly
assume the obligations set forth in the Required Building Standards and such
Builder shall comply with same. Such purchase agreement shall further provide
that Watson shall be entitled to approve (with such approval not being
unreasonably withheld) prior to the submission thereof to any governmental
entity (aa) the size, floor plans, elevations, color palettes, interior finishes,
features and landscaping styles and (bb) the plotting of the houses (i.e the
relationship of particular models and elevations to other nearby models and
elevations, to ensure for, example, that identical homes are not located next to
each other). The purpose of Watson's approval rights shall be to determine
compliance with the Required Building Standards and ensure that Builder is
performing in a manner consistent with Watson's standards for the entire
Project.
3
SB2003:2151.1
The Approved Assignee shall expressly assume the obligations of the Developer under this
Agreement with respect to the portion or Phase of the Project expressly assigned by Watson to
Approved Assignee and agree to be subject to the conditions and restrictions to which the
Developer is subject under this Agreement and, upon such assumption, the Approved Assignee
shall become the Developer hereunder for all purposes; provided, however, that Watson shall
remain obligated to perform all duties imposed on the Developer under this Agreement until such
time as the Certificate of Completion is furnished to Developer by the Agency, as provided in
Section 3.07 hereof.
The Developer shall not, except as set forth above or in Section 3.04 hereof,
assign all or any part of this Agreement or any rights hereunder prior to the issuance of the
Certificate of Completion with respect to the Project without the prior written approval of the
Executive Director of the Agency, which approval shall not be unreasonably withheld.
The Developer shall promptly notify the Agency in writing of any and all changes
whatsoever in the identity of the business entities and individuals either comprising or in control
of the Developer, as well as any and all changes in the interest or the degree of control of the
Developer by any such party, of which information the Developer or any of its officers have
been notified or may otherwise have knowledge or information. This Agreement may be
terminated by the Agency prior to the Close of the Escrow as set forth in Section 2.03 if there is
any significant or material change, whether voluntary or involuntary, in membership, ownership,
management or control of the Developer (other than such changes occasioned by the death or
incapacity of any individual) that has not been approved by the Agency prior to the time of such
change or the Agency may seek other appropriate relief in the event that at any time following
the Close of Escrow and prior to issuance of the Certificate of Completion such a change in the
ownership, or control of the Developer occurs with respect to the Property; provided, however,
that (i) the Agency shall first notify the Developer in writing of its intention to terminate this
Agreement or to exercise any other remedy, and (ii) the Developer shall have twenty (20)
calendar days following receipt of such written notice to commence and thereafter diligently and
continuously proceed with the cure of the default of the Developer and submit evidence of the
initiation of satisfactory completion of such cure to the Agency in a form and substance deemed
satisfactory to the Agency, in its reasonable discretion.
In the event that Watson has assigned its rights, duties, and/or obligations to a Builder,
and such Builder is in breach of this Agreement, then Agency shall give Watson and Builder
notice thereof. In the event Builder has failed to cure such breach after notice as provided or
permitted elsewhere in this Agreement, then Watson shall have an additional period of time of
three (3) months to cure such breach; provided, however that so long as Developer is diligently
pursuing such cure, then, Developer shall have the right to an additional period of time not to
exceed three (3) months. Agency shall accept cure by Watson, as Developer.
4
882003:2151.1
ARTICLE II
DISPOSITION OF THE PROPERTY
Section 2.01. Purchase and Sale of the Propertv: Purchase Price: Agencv
FinancinlJ: .
(a) Purchase and Sale. Subject to all of the terms, conditions and provisions
of this Agreement, and in consideration of the promises and agreements of the Agency and the
Developer herein set forth, the Agency hereby agrees to sell to the Developer merchantable lien
free title to and the Developer hereby agrees to purchase all of the right, title and interest of the
Agency in the Property.
(b) Purchase Price. As the purchase price of the Property, the Developer shall
pay to the Agency Three Million Dollars ($3,000,000). Developer shall have the right to enter
upon and utilize those parcels shown on the Map which are not transferred to Developer for
access, grading, utilities and any other use necessary for development of the Property. The
entities owning parcels reflected on the Map that are not conveyed to Developer shall execute
such further documentation as may be necessary to effectuate the intent of this paragraph.
(c) Payment of Purchase Price. The Developer shall pay eighty percent (80%)
of the Purchase Price in cash at the Close of Escrow. The Developer shall execute and deliver to
the Agency at the Close of Escrow a promissory note substantially in the form attached hereto as
Exhibit "0" in the amount of twenty percent (20%) of the Purchase Price (the "Promissory
Note"). The maturity date of the Promissory Note shall be that date which is two (2) years from
the date of the Close of Escrow. The Promissory Note shall bear interest on the unpaid principal
amount thereof from the date of the Close of Escrow at a variable rate equal to two percent (2%)
over the LIB OR (London Interbank Offering Rate) rate in effect from month to month. Interest
shall be payable quarterly, on September 30, December 31, March 31 and June 30 of each year
that the principal amount of the Promissory Note remains outstanding, commencing September
30,2003. A deed of trust covering one or more parcels totaling approximately twenty one (21)
acres of the Property which is not contemplated to be developed with Residences in the first
phase of construction (the "Deed of Trust"), substantially in the form attached hereto as Exhibit
"E", shall secure the obligations of the Developer set forth in the Promissory Note. The Agency
shall, at the request of the Developer, agree to subordinate the Deed of Trust to (i) a construction
loan to the Developer in an amount which, when added to the Purchase Price, shall result in a
loan to value ratio not to exceed ninety percent (90%) of the fair market value of the Property, as
determined by the lender under such construction loan, the proceeds of which shall be used and
applied by the Developer solely for the improvement and development of the Project and (ii) a
permanent mortgage loan to provide for the release of the construction loan and the long term
5
882003:2151.1
financing for the capital costs associated with the development and financing of the Project. The
subordination of the Deed of Trust to a construction loan and the subordination of the Deed of
Trust to a permanent loan shall be evidenced by commercially reasonable subordination
agreements by and among the applicable lender, the Developer and the Agency which contain
the provisions required under Section 3.05 and the covenant of the Developer and the applicable
lender that the applicable loan documentation shall not be amended or modified in any material
respect without the approval of the Agency.
The Deed of Trust shall contain provisions allowing for the release of the
Property from the lien of the Deed of Trust in increments of four (4) acres or more at a release
price equal to the value of the property released (computed at $0.70 per square foot times one
hundred and ten percent 110%).
Section 2.02. Deoosit.
(a) Within five (5) days following the execution of this Agreement by both
parties, the Developer shall deliver to the Escrow Holder (as hereinafter defined) Ten Thousand
Dollars ($ 10,000). This sum upon its receipt by the Escrow Holder, is referred to in this
Agreement as the "Deposit". Upon receipt of the Deposit together with a fully executed copy of
this Agreement, the Escrow Holder shall cause the Escrow (as hereinafter defined) to be opened
as provided in Section 2.03, and the Escrow Holder shall place the Deposit into an interest-
bearing escrow account with the interest thereon to accrue to the benefit of the Developer.
At the Close of Escrow (as hereinafter defined), the Deposit shall be applied as a
credit to the Purchase Price of the Property.
(b) The Deposit (less an amount equal to the customary and reasonable
escrow cancellation charges of the Escrow Holder) shall be returned to the Developer in the
event that:
(i) the Agency or the Developer terminates this Agreement pursuant
to Section 2.03(b); or
(ii) the Developer does not deliver its Due Diligence Certificate (as
hereinafter defined) to the Escrow Holder pursuant to Section
2.03(b) and this Agreement is terminated; or
(iii) the Developer's conditions precedent to the Close of Escrow
described in Section 2.16 are not satisfied (unless satisfaction has
been waived by the Developer) and this Agreement is
terminated; or
(iv) the Property is materially damaged prior to the Close of Escrow,
or an action of eminent domain is commenced by a governmental
entity with respect to the Property prior to the Close of Escrow,
6
8B2003:2151 1
and the Developer elects to terminate this Agreement pursuant to
Section 2.25.
Section 2.03.
Opening and Closing of Escrow .
(a) The transfer and sale of the Property shall take place through an Escrow
(the "Escrow") to be administered by Chicago Title Insurance Company or such other escrow or
title insurance company mutually agreed upon by the Seller and the Agency (the "Escrow
Holder"). The Escrow shall be deemed open ("Opening of Escrow") upon the receipt by the
Escrow Holder of a fully executed copy of this Agreement and the Deposit. The Escrow Holder
shall promptly confirm to the parties the escrow number and the title insurance order number
assigned to the Escrow.
(b) Subject to any extensions of time granted pursuant to Section 2.15 hereof,
in the event that the Developer has not delivered its Due Diligence Certificate to the Agency and
the Escrow Holder within ninety (90) days from the Opening of Escrow for any reason, then in
such event this Agreement shall terminate upon written notice to the Escrow Holder from either
the Agency or the Developer, whereupon the Deposit shall be returned by the Escrow Holder to
the Developer (less an amount equal to the customary and reasonable escrow cancellation
charges payable to the Escrow Holder) without further or separate instruction to the Escrow
Holder, and the parties shall each be relieved and discharged from all further responsibility or
liability under this Agreement.
(c) Provided that the Developer has delivered the Due Diligence Approval
Certificate within the period of time authorized in Section 2.10, then the Closing Date of the
Escrow shall occur within twenty (20) days thereafter, unless the Close of Escrow is extended (a)
unilaterally by Developer pursuant to Section 2.16 or (b) to a date that is more than twenty (20)
days thereafter by mutual agreement of the Agency and the Developer. The words "Close of
Escrow", "Closing Date" and "Closing" shall mean and refer to the date when the Escrow Holder
is in receipt of the Escrow documents of the parties and is in a position to comply with the final
written escrow closing instructions of the parties and cause the Agency Grant Deed for the
Property to be recorded and the Title Policy (as defined below) to be delivered to the Developer.
Section 2.04. Escrow Instructions. This Agreement also constitutes escrow
instructions of the parties to the Escrow Holder. Additionally, the Developer and the Agency
each agree to execute the customary supplemental escrow instructions of the Escrow Holder in
the form provided by the Escrow Holder to its clients in real property escrow transactions
administered by it. In the event of a conflict between the additional terms of such customary
supplemental escrow instructions of the Escrow Holder and the provisions of this Agreement,
this Agreement shall supersede and be controlling. Upon any termination of this Agreement or
cancellation of the Escrow, the Developer shall be solely responsible for the payment of the
escrow cancellation costs of the Escrow Holder, the Escrow Holder shall forthwith return all
monies (as provided in this Agreement) and documents, less only the Escrow Holder's
customary and reasonable escrow cancellation fees and expenses, as set forth herein.
7
SB2003:2151.1
Section 2.05. Convevance of Title . On or before 12:00 noon on the business
day preceding the Closing Date, the Agency shall deliver to the Escrow Holder a grant deed in
the form attached hereto as Exhibit "F" (the "Agency Grant Deed") duly executed and
acknowledged by the Agency, which Agency Grant Deed shall convey all of its merchantable
lien free right, title and interest of the Agency in the Property to the Developer. The Escrow
Holder shall be instructed to record the Agency Grant Deed in the Official Records of San
Bernardino County, California, if and when Escrow Holder holds the various instruments of the
parties as set forth herein and can obtain for the Developer an ALTA owner's extended coverage
policy of title insurance ("Title Policy") issued by Chicago Title Insurance Company or such
other title insurance company mutually agreed upon by the parties ("Title Company") with
liability in an amount equal to the Purchase Price, together with such endorsements to the policy
as may be reasonably requested by the Developer, insuring that the Property with fee title to the
Property vested in the Developer is free and clear of options, rights of first refusal or other
purchase rights, leases or other possessory interests, lis pendens and monetary liens and/or
encumbrances and subject only to:
(I) non-delinquent real property taxes;
(2) non-monetary title exceptions approved by the Developer pursuant to
Section 2.13 below;
(3) applicable provisions of the Tentative Tract Map;
(4) the effect of any conditions imposed by the City as part of the
development plan approvals for the Project accepted by Developer;
(5) the provisions of the Agency Grant Deed;
(6) the applicable provisions of this Agreement; and
(7) such other title exceptions, if any, resulting from documents being
recorded or delivered through Escrow.
Section 2.06. Additional Closing Obligations of Agencv. On or before 12:00
noon on the business day preceding the Closing Date (unless indicated otherwise), the Agency
shall deliver to the Escrow Holder (unless indicated to be delivered directly to the Developer)
copies of the following documents and other items:
(I) a certificate of non-foreign status executed by the Agency, in the
customary form provided by the Escrow Holder, and a California
Franchise Tax Board Form 590-RE executed by the Agency;
(2) all soils, seismic, geologic, drainage, and environmental reports, and
surveys, with respect to the Property, if any, which the Agency has in its
possession and/or control to the extent that originals of such items have
8
SB2003:2151.1
not been delivered previously by the Agency to the Developer pursuant to
Section 2.08 below;
(3) two (2) duplicate original copies of the Closing Statement described in
Section 2.21, duly executed by the Agency;
(4) evidence of the existence, organization and authority of the Agency and of
the authority of persons executing documents on behalf of the Agency
reasonably satisfactory to the Escrow Holder and Title Company; and
(5) any other documents, instruments, funds and records required to be
delivered to the Developer under the terms of this Agreement which have
not been previously delivered.
Section 2.07. Closing Obligations of Developer . On or before 12:00 noon on
the business day preceding the Closing Date, the Developer shall deliver to the Escrow Holder
copies of the following documents and other items:
(1) an acknowledgment and acceptance of the Agency Grant Deed, duly
executed and acknowledged by the Developer.
(2) two (2) duplicate original copies of the Closing Statement, duly executed
by the Developer.
(3) an original and duly executed Promissory Note and the Deed of Trust in
recordable form.
(4) evidence of the existence, organization and authority of the Developer and
of the authority of persons executing documents on behalf of the
Developer reasonably satisfactory to the Escrow Holder and the Title
Company.
(5) any other documents, instruments or funds required to be delivered by the
Developer under the terms of this Agreement or as otherwise required by
Escrow Holder or Title Company in order to close Escrow which have not
previously been delivered.
Section 2.08. Inspections and Review.
(a) Due Diligence Items. Within five (5) days after the execution of this
Agreement, the Agency shall deliver true, correct and complete copies or originals of the
following documents and items (collectively, "Due Diligence Items") to the Developer:
(I) copies of all soils, seismic, geologic, drainage, engineering, environmental
and similar type reports and surveys (including, but not limited to, any
9
SB2003:2151.1
Property Environmental Site Assessments), surveys, relating to the
Property if any, in the possession or control of the Agency.
(2) notices of violations, including, but not limited to, zoning ordinances,
development or building codes affecting the Property within the Agency's
possession or control.
(3) disclosure of any legal matters affecting the use or condition of the
Property within the knowledge of the Agency.
(b) Certain Definitions. For the purpose of this Agreement, the terms set forth
below shall have the following meaning:
(i) "environmental laws" means all federal, state, local, or municipal
laws, rules, orders, regulations, statutes, ordinances, codes, decrees, or
requirements of any government authority regulating, relating to, or imposing
liability of standards of conduct concerning any hazardous substance (as later
defined), or pertaining to occupational health or industrial hygiene (and only to
the extent that the occupational health or industrial hygiene laws, ordinances, or
regulations relate to hazardous substances on, under, or about the Property),
occupational or environmental conditions on, under, or about the Property, as now
or may at any later time be in effect, including without limitation, the
Comprehensive Environmental Response, Compensation and Liability Act of
1980 ("CERCLA") [42 USC Section 9601 et sea.]; the Resource Conservation
and Recovery Act of 1976 ("RCRA") [42 USC Section 6901 et ~.]; the Clean
Water Act, also known as the Federal Water Pollution Control Act ("FWPCA")
[33 USC Section 1251 et eq.]; the Toxic Substances Control Act ('TSCA") [15
USC Section 2601 et seq.]; the Hazardous Materials Transportation Act
("HMT A") [49 USC Section 1801 et sea.]; the Insecticide, Fungicide,
Rodenticide Act [7 USC Section 6901 et ~.] the Clean Air Act [42 USC Section
7401 et sea.]; the Safe Drinking Water Act [42 USC Section 300f et sea.]; the
Solid Waste Disposal Act [42 USC Section 6901 et sea.]; the Surface Mining
Control and Reclamation Act [30 USC Section 101 et ~.] the Emergency
Planning and Community Right to Know Act [42 USC Section 11001 et sea.]; the
Occupational Safety and Health Act [29 USC Section 655 and 657]; the
California Underground Storage of Hazardous Substances Act [H & S C Section
25288 et sea.]; the California Hazardous Substances Account Act [H & S C
Section 25300 et sea.]; the California Safe Drinking Water and Toxic
Enforcement Act [H & S C Section 24249.5 et sea.] the Porter-Cologne Water
Quality Act [Water Code Section 13000 et sea.] together with any amendments of
or regulations promulgated under the statutes cited above and any other federal,
state, or local law , statute, ordinance, or regulation now in effect or later enacted
that pertains to occupational health or industrial hygiene, and only to the extent
the occupational health or industrial hygiene laws, ordinances, or regulations
relate to hazardous substances on, under, or about the Property, or the regulation
10
$82003:2151.1
or protection of the environment, including ambient air, soil, soil vapor,
groundwater, surface water, or land use.
(ii) "hazardous substances" includes without limitation:
those substances included within the definitions of "hazardous substance,"
"hazardous waste," "hazardous material," "toxic substance," "solid waste," or
"pollutant or contaminate" in CERCLA, RCRA, TSCA, HMT A, or under any
other environrnentallaw; and
those substances listed in the United States Department of Transportation
(DOT)Table [49 CFR 172.101], or by the EP A, or any successor agency, as
hazardous substances [40 CFR Part 302]; and
other substances, materials, and wastes that are or become regulated or classified
as hazardous or toxic under federal, state, or local laws or regulations; and
any material, waste, or substance that is:
(l) a petroleum or refined petroleum product,
(2) asbestos,
(3) polychlorinated biphenyl,
(4) designated as a hazardous substance pursuant to 33 USC Section 1321 or
listed pursuant to 33 USC Section 1317,
(5) a flammable explosive, or
(6) a radioactive material.
Section 2.09. Due Diligence Investigation of the Prooertv Bv the Developer.
(a) Within ninety (90) days from and after the Opening of Escrow, and
subject to the extensions of time set forth below in Section 2.15 the Developer shall have the
right to examine, inspect and investigate the Property (the "Due Diligence Period") to determine
whether the condition of the Property is acceptable to the Developer and to obtain such
development project approvals from the City for the improvement of the Project as the
Developer may require in its sole and absolute discretion.
(b) During the Due Diligence Period, the Agency shall permit the Developer,
its engineers, analysts, contractors and agents to conduct such physical inspections and testing of
the Property as the Buyer deems prudent with respect to the physical condition of the Property,
including the inspection or investigation of soil and subsurface soil geotechnical condition,
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drainage, seismic and other geological and topographical matters, surveys the potential presence
of any hazardous substances, if any.
(c) Any such investigation work on the Property may be conducted by the
Developer and/or its agents during any normal business hours upon twenty -four (24) hours prior
notice to the Agency, which notice will include a description of any investigation work or tests to
be conducted by the Developer on the Property. Upon the Agency's request, the Developer will
provide the Agency with copies of any test results.
(d) During the Due Diligence Period, the Developer shall also have the right
to investigate all matters relating to the zoning, use and compliance with other applicable laws
which relate to the use and development and improvement of the Property. The Developer may
submit an application to the City and any other regulatory agency with jurisdiction for any and
all necessary development project approvals for the Project. The Agency hereby consents to the
submission of such development project approval applications by the Developer.
(e) The Agency shall cooperate fully to assist the Developer in completing
such inspections and investigations of the condition of the Property. The Agency shall have the
right, but not the obligation, to accompany the Developer during such investigations and/or
inspections. The Developer shall pay for all costs and expenses associated with the conduct of
all such Due Diligence investigation including the cost of submitting any development project
approval application as relates to the Project to any regulatory jurisdiction.
Section 2.10. Due Diligence Certificate. Within ninety (90) days following
the Opening of Escrow, the Developer shall complete its investigation of the Property (subject to
any extensions of time as provided in Section 2.15 and deliver a due diligence certificate signed
by the Developer (the "Due Diligence Certificate") to the Escrow Holder which either:
(i) indicates that the Developer accepts the condition of the Property or;
(ii) contains a description of the matters or exceptions relating to the condition
of the Property which the Developer was not able to accept or resolve to
its satisfaction during the Due Diligence Period.
Section 2.11. Books and Records. As part of the Developer's due
investigations during the Due Diligence Period, the Developer shall be afforded full opportunity
by the Agency to examine all books and records which relate to the Property in the possession of
the Agency and/or the Agency's agents or employees, including the reasonable right to make
copies of such books and records. During the Due Diligence Period, the Agency will make
sufficient staff available to assist the Developer with obtaining access to information relating to
the Property which is in the possession or control of Agency.
Section 2.12. Condition of the Prooertv-Develooer's Release. The Developer
acknowledges and agrees that it shall be given a full opportunity under this Agreement to inspect
and investigate every aspect of the Property during the Due Diligence Period. The Developer
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shall accept the delivery of possession to the Property on the Close of Escrow in an "AS IS",
"WHERE IS" and "SUBJECT TO ALL F AUL TS" condition. The Developer further agrees and
represents to the Agency that by a date no later than the end of the Due Diligence Period, the
Developer shall have conducted and completed (or waived the completion) of all of its
independent investigation of the condition of the Property which the Developer may believe to
be indicated. The Developer hereby acknowledges that it shall rely solely upon its own
investigation of the Property and its own review of such information and documentation as it
deems appropriate for the purpose of accepting the condition and possession of the Property.
The Developer is not relying on any statement or representation by the Agency relating to the
condition of the Property unless such statement or representation is specifically contained in this
Agreement. Without limiting the foregoing, the Agency makes no representations or warranties
as to whether the Property presently complies with environmental laws or whether the Property
contains any hazardous substance, as these terms are defined in Section 2.08 (b) hereof.
Furthermore, to the extent that the Agency has provided the Developer with information relating
to the condition of the Property, including information and reports prepared by or on behalf of
the City of San Bernardino, the Agency makes no representation or warranty with respect to the
accuracy, completeness or methodology or content of such reports or information.
Without limiting the above, except to the extent covered by an express
representation or warranty of the Agency set forth in this Agreement, the Developer, on behalf of
itself and its successors and assigns, waives and release the Agency and its successors and
assigns from any and all costs or expenses whatsoever (including, without limitation, attorneys'
fees and costs), whether direct or indirect, known or unknown, foreseen or unforeseen, arising
from or relating to the physical condition of the Property, the condition of the soils, the
suitability of the soils for the improvement of the Project as proposed, or any law or regulation
applicable thereto, including the presence or alleged presence or harmful or hazardous
substances in, under or about the Property including, without limitation, any claims under or on
account of (i) CERCLA and similar statutes and any regulations promulgated thereunder or (ii)
any other environmental laws.
The Developer expressly waives any rights or benefits available to it with respect
to the foregoing release under any provision of applicable law which generally provides that a
general release does not extend to claims which the creditor does not know of suspect to exist in
his or her favor at the time the release is agreed to, which, if known to such creditor, would
materially affect a settlement. By execution of this Agreement, the Developer acknowledges that
it fully understands the foregoing, and with this understanding, nonetheless elects to and does
assume all risk for claims known or unknown, described in this Section 2.12 without limiting the
generality of the foregoing:
The undersigned acknowledges that it has been advised by legal counsel and is familiar
with the provisions of California Civil Code Section 1542, which provides as follows:
"A GENERAL RELEASE DOES NOT EXTEND
TO CLAIMS WHICH THE CREDITOR DOES
NOT KNOWN OR SUSPECT TO EXIST IN HIS
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FAVOR AT THE TIME OF EXECUTING THE
RELEASE, WHICH IF KNOWN BY HIM, MUST
HAVE MA TERIALL Y AFFECTED HIS
SETTLEMENT WITH THE DEBTOR."
The undersigned, being aware of this code section, hereby expressly waives any
rights it may have thereunder, as well as under any other statutes or common law principles of
similar effect.
Initials of Developer:
The provisions of this Section 2.12 shall survive the Close of Escrow.
Section 2.13.
Review and Aooroval of Condition of Title bv the Developer.
(a) Within fifteen (15) days following the Opening of Escrow, Agency shall
cause to be delivered to the Developer a preliminary title report or title commitment for an
AL T A extended coverage policy of title insurance issued by the Title Company describing the
state of title of the Property, together with (i) copies of all exceptions specified therein and with
all easements plotted and (ii) a survey prepared in compliance with AL T N ASCM standards and
in a form acceptable to the Title Company for the deletion of the standard survey exception in
the Title Policy relating to boundaries, without the addition of further exceptions unless the same
are acceptable to the Developer in its sole and absolute discretion (the "Preliminary Title
Report"). The Developer shall notify the Agency in writing of any objections the Developer may
have to the title exceptions contained in the Preliminary Title Report ("Developer's Objection
Notice") prior to the expiration ofthe Due Diligence Period. The Agency shall have a period of
five (5) days after receipt of the Developer's Objection Notice in which to deliver written notice
to the Developer ("Agency's Responsive Notice") of the Agency's election to either (i) agree to
remove the objectionable items prior to the Close of Escrow, or (ii) decline to remove any such
items; provided, however, that the Agency shall be required to remove all monetary liens and
encumbrances created by or as a result of the Agency's activities. If the Agency notifies the
Developer of its election to terminate Escrow rather than remove the objectionable items, the
Developer shall have the right, by written notice delivered to the Agency within twenty (20)
days after the Developer's receipt of the Agency's Responsive Notice, to agree to accept the
Property subject to the objectionable items, in which event the Agency's election to terminate the
Escrow shall be of no effect, and the Developer shall take title at the Close of Escrow subject to
such objectionable items.
(b) The Agency covenants not to further encumber and not to place any
further liens or encumbrances on the Property, including, but not limited to, covenants,
conditions, restrictions, easements, liens, options to purchase, options to lease, leases, tenancies,
or other possessory interests without the prior written consent of the Developer. Upon the
issuance of any amendment or supplement to the Preliminary Title Report which adds additional
exceptions, the foregoing right of review and approval shall also apply to said amendment or
supplement (provided that the period for the Developer to review such amendment or
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supplement shall be the later of the expiration of the Due Diligence Period or ten (10) days from
receipt of the amendment or supplement) and Escrow shall be deemed extended by the amount
of time necessary to allow such review and approval in the time and manner set forth above.
Section 2.14. RESERVED
Section 2.15. Extension of Due Diligence Period.
(a) In the event Agency fails to provide to the Developer the documents and
other information required by Sections 2.08 and 2.11 by the date(s) set forth therein, the Due
Diligence Period for such information shall be extended by one (1) day for each day of the delay
by the Agency to permit the Developer to perform an adequate due diligence review not to
exceed ninety (90) days. The Developer will use its best efforts to notify Agency of any
documents the Agency has failed to deliver to the Developer within the time periods provided in
Sections 2.08 and 2.11.
(b) In the event that the Executive Director makes a finding that the
Developer has undertaken substantial work to complete its investigation of the Property, the
Executive Director shall upon the written request of the Developer, authorize an extension of the
Due Diligence Period for up to four (4) additional periods of thirty (30) days each.
Section 2.16. Developer's Conditions Precedent to Close Escrow. The
Developer's obligation to complete the purchase of the Property and Close the Escrow shall be
conditioned upon the fulfillment of the following conditions precedent, all of which shall be
satisfied (or waived in writing pursuant to Section 2.19) prior to the Close of Escrow:
(1) The Agency shall not have defaulted on any material term of this
Agreement to be performed by the Agency hereunder, and each
representation and warranty made by the Agency in this Agreement shall
remain true and correct. For purposes of this subsection (1) only, a
representation that is limited to the Agency's knowledge or notice shall be
false if the factual matter that is subject to the representation is false,
notwithstanding any lack of knowledge or notice to the Agency;
(2) the Developer's approval of the Preliminary Title Report, within the time
period specified in Sections 2.13;
(3) the Developer's approval of the contents of all Due Diligence Items, and
the other investigations of the Property made by the Developer and/or its
designees pursuant to Sections 2.08 and 2.09 herein on or before the
expiration of the Due Diligence Period, or such later date if the Due
Diligence Period is extended pursuant to Section 2.15. The Developer
shall be deemed to have disapproved such Due Diligence Items unless
they are approved on or before 5:00 p.m. on the day of the Due Diligence
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Period, or such later date if the Due Diligence Period is extended pursuant
to Section 2.15 herein;
(4) the Developer's approval of any notice of change in representation or
warranty given by the Agency pursuant to Section 2.25(a) hereof;
(5) the Title Company has committed to issue the Title Policy, in favor of the
Developer in the form described in Section 2.05;
(6) Developer has received an agreement from: (a) the County of San
Bernardino respecting the quitclaim of certain easements; (b) California
State University at San Bernardino respecting the use of property owned
by the University at the NW comer of University and Northpark and the
SW comer of future Campus Parkway and Northpark and (c) the City of
San Bernardino respecting the construction of Campus Parkway and
improvements to Northpark, acceptable to Developer in its sole discretion.
In the event Developer is unable to obtain such agreements, or any of
them, prior to the Closing Date set forth in Section 2.03,then Developer
shall have the right to extend the time for the Close of Escrow for a
reasonable period of time not to exceed four (4) additional months so long
as Developer is acting diligently and in good faith, to obtain such
agreements; and
(7) Developer has received approval of its Tentative Tract Map respecting the
Property and/or the rights required by Developer pursuant to Section 2.0 I (b).
Section 2.17. Ag:encv's Conditions Precedent to Close Escrow. The Agency's
obligation to convey the Property to the Developer shall be conditioned upon the fulfillment of
the following conditions precedent, all of which shall be satisfied (or waived in writing pursuant
to Section 2.19) prior to the Close of Escrow:
(I) the Developer has accepted the condition of the Property and submitted its
Due Diligence Approval Certification to the Escrow Holder within the
time period set forth in Section 2.03 of this Agreement, as such time
period may be extended pursuant to Section 2.15 hereof;
(2) the Developer has accepted the condition of title of each of the Property
on or before the date set forth in Section 2.13;
(3) the Developer shall not be in default of any material term of this
Agreement to be performed by the Developer hereunder and each
representation and warranty of the Developer made in this Agreement
shall remain true and correct; and
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(4) the Developer shall be satisfied (or waive satisfaction) of each of the
conditions precedent set forth in Section 2.16 and the Escrow is in a
condition to close within sixty (60) following the expiration of the Due
Diligence Period (as the Due Diligence Period or Close of Escrow may be
extended pursuant to Section 2.15 or 2.16 respectively).
Section 2.18. Distribution of Documents to Develooer After Closing Date bv
Escrow Holder. The Escrow Holder shall deliver to the Developer within the (3) business days
following the Closing Date a conformed copy of the Agency Grant Deed, as recorded and the
policy of title insurance issued by the Title Company in favor of the Developer.
Section 2.19. Satisfaction of Conditions. Where satisfaction of any of the
foregoing conditions requires action by the Developer or by the Agency, each party shall use its
diligent best efforts, in good faith, and at its own cost, to satisfy such condition. Where
satisfaction of any of the foregoing conditions requires the approval of a party, such approval
shall be in such party's sole and absolute discretion.
Either party may waive any of the conditions set forth in the Agreement, but any
such waiver shall be effective only if contained in a writing signed by the applicable party and
delivered to the Escrow Holder.
Section 2.20. RESERVED
Section 2.21. Prorations. Closing Costs. Possession.
(a) Real and personal property taxes for the Property shall be prorated by the
parties to the Closing Date on the basis of a three hundred sixty-five (365) day year on the basis
that the Agency is responsible for (i) all such taxes (if any) for the fiscal year of the applicable
taxing authority occurring prior to the Current Tax Period (as defined below) and (ii) that portion
of such taxes for the Current Tax Period to 11 :59 p.m. on the Closing Date, whether or not the
same shall be payable prior to the Closing Date. The phrase "Current Tax Period" refers to the
fiscal year of the applicable taxing authority in which the Closing occurs. All tax prorations
shall be based upon the latest available tax statement. If the tax statements for the fiscal tax year
during which Escrow closes do not become available until after the Closing Date, then the rates
and assessed values of the previous year, with known changes, shall be used, and the parties shall
re-prorate said taxes outside of Escrow following the Closing Date when such tax statements
become available. The Agency shall be responsible for and shall payor reimburse the Developer
upon demand for any real or personal property taxes payable following the Closing Date
applicable to any period of time prior to the Closing Date as a result of any change in the tax
assessment by reason ofreassessment, changes in use of the Property, changes in ownership,
errors by the Assessor or otherwise.
(b) The Developer shall be entitled to exclusive possession of the Property
immediately upon the Close of Escrow.
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(c) The Agency shall pay that portion of the cost of the premium for the Title
Policy equal to the cost ofa CLTA owner's extended coverage policy of title insurance on the
Property in the amount of the Purchase Price (a "CL TA policy of title insurance"), together with
all title charges (including endorsements reasonably requested by the Developer to remove
disapproved items shown on the Preliminary Title Report pursuant to Sections 2.13 and 2.14
above). The Agency shall pay one-half (Yz) of the customary and reasonable escrow fees which
may be charged by the Escrow Holder in connection with the Close of Escrow.
The Developer shall be responsible for paying the difference in cost between a
CL TA policy of title insurance and the ALTA policy of title insurance that is to be delivered to
the Developer at the Close of Escrow, plus the cost of recording the Agency Grant Deed,
together with one-half(Yz) of the cost of the customary and reasonable escrow fees charged by
Escrow Holder in connection with the Close of Escrow.
Any other Escrow-related transaction expenses or escrow closing costs incurred
by the Escrow Holder in connection with this transaction shall be apportioned and paid for by the
parties to this Agreement in the manner customary in San Bernardino County, California.
No later than three (3) business days prior to the Closing Date, the Escrow Holder
shall prepare for approval by the Developer and the Agency a closing statement ("Closing
Statement") on the Escrow Holder's standard form indicating, among other things, the Escrow
Holder's estimate of all closing costs, pay-off amounts for the release and reconveyance of all
liens secured by the Property and prorations made pursuant to this Agreement. The Developer
and the Agency shall assist the Escrow Holder in determining the amount of all prorations.
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Section 2.22. RESERVED
Section 2.23 BREACH BY THE DEVELOPER OF ARTICLE II
LIOUIDATED DAMAGES PAYABLE BY THE DEVELOPER TO THE AGENCY. IN THE
EVENT THAT THE DEVELOPER COMMITS A MATERIAL BREACH OF ITS
OBLIGATIONS UNDER THIS ARTICLE II PRIOR TO THE CLOSE OF ESCROW OR
FAILS TO CLOSE ESCROW THE DAMAGES THAT THE AGENCY WILL INCUR BY
REASON THEREOF ARE AND WILL BE IMPRACTICAL AND EXTREMELY
DIFFICULT TO ESTABLISH. THE DEVELOPER AND THE AGENCY, IN A
REASONABLE EFFFORT TO ASCERTAIN WHAT THE AGENCY'S DAMAGES
WOULD BE IN THE EVENT OF SUCH A DEFAULT BY DEVELOPER HAVE
AGREED THAT SUCH DMAMGES SHALL BE IN THE AMOUNT OF TEN
THOUSAND DOLLARS ($10,000) AS LIQUIDATED DAMGES. SUCH SUM SHALL BE
PAID TO THE AGENCY IN THE EVENT OF DEF AUL T BY THE DEVELOPER AS
LIQUIDATED DAMGES, WHICH DAMAGES SHALL BE THE AGENCY'S SOLE
AND EXCLUSIVE REMEDY AT LAW OR IN EQUITY IN THE EVENT OF AND FOR
SUCH DEVFAULT BY THE DEVELOPER.WITHOUT LIMITING THE FOREGOING
PROVISIONSOF THIS PARAGRAPHM THE AGENCY WAIVES ANY AND ALL
RIGHTS WHICH TH E AGENCY WOULD HAVE HAD UNDER CIVIL CODE
SECTION 3389 TO SPECIFICALLY ENFORCE THIS AGREEMENT. THE AGENCY
AND THE DEVELOPER ACKNOWLEDGE AND AGREE THAT EACH OF THEM
HAS READ AND UNDERSTANDS THE PROVISIONS OF THIS SECTION AND EACH
AGREES TO BE BOUND BY ITS TERMS.
Initials of Developer Initials of Agency
Section 2.24. Reoresentations and Warranties.
(a) Warranties and Representations bv the Agencv. The Agency hereby
makes the following representations, covenants and warranties and acknowledges that the
execution of this Agreement by the Developer has been made and the acquisition by the
Developer of the Property will have been made in material reliance by the Developer on such
covenants, representations and warranties:
(I) Warranties True. Each and every undertaking and obligation of the
Agency under this Agreement shall be performed by the Agency timely
when due; and that all representations and warranties ofthe Agency under
this Agreement and its exhibits shall be true in all material respects at the
Closing as though they were made at the time of Closing.
(2) Due Organization. The Agency is a community redevelopment agency,
duly formed and operating under the laws of California. The Agency has
the legal power, right and authority to enter into this Agreement and to
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882003:2151.1
execute the instruments and documents referenced herein, and to
consummate the transactions contemplated hereby.
(3) Requisite Action. The Agency has taken all requisite action and obtained
all requisite consents in connection with entering into this Agreement and
the instruments and documents referenced herein and the consummation
of the transactions contemplated hereby, and no consent of any other party
is required.
(4) Enforceabilitv of Agreement. The persons executing any instruments for
or on behalf of the Agency have been authorized to act on behalf of the
Agency and that the Agreement is valid and enforceable against the
Agency in accordance with its terms and each instrument to be executed
by the Agency pursuant hereto or in connection therewith will, when
executed, be valid and enforceable against the Agency in accordance with
its terms. No approval, consent, order or authorization of, or designation
or declaration of any other person, is required in connection with the valid
execution and delivery of and compliance with this Agreement by the
Agency.
(5) Title. Prior to the Closing, the Agency will be the owner of (and the
Developer will acquire hereunder) the entire right, title and interest in the
Property to effectively vest in the Developer good and marketable fee
simple title to the Property, that the Developer will acquire the Property
free and clear of all liens, encumbrances, claims, rights, demands,
easements, leases or other possessory interests, agreements, covenants,
conditions, and restrictions of any kind or character (including, without
limiting the generality of the foregoing, liens or claims for taxes,
mortgages, conditional sales contracts, or other title retention agreement,
deeds of trust, security agreements and pledges and mechanics lien)
except: (i)the matters described in Section 2.05, and (ii) the exceptions to
title approved by the Buyer pursuant to Section 2.13.
(6) No Litigation. There are no pending or, to the best of the Agency's
knowledge, threatened claims, actions, allegations or lawsuits of any kind,
whether for personal injury, property damage, property taxes or otherwise,
that could materially and adversely affect the value or use of the Property
or prohibit the sale thereof, nor to the best of the Agency's knowledge, is
there any governmental investigation of any type or nature pending or
threatened against or relating to the Property or the transactions
contemplated hereby.
(7) Ooeration and Condition Pending Closing. Between the date of this
Agreement and the Close of Escrow, the Agency will continue to manage,
20
operate and maintain the Property in the same manner as existed prior to
the execution of this Agreement.
(8) Contracts. There are no contracts or agreements to which the Agency is a
party relating to the operation, maintenance, development, improvement
or ownership of either of the Property which will survive the Close of
Escrow except as may be set forth in the Agency Grant Deed or in the
Deed of Trust.
(9) Development ofProiect. Although the Agency makes no representation or
warranty that the Property is suitable for the development or operation of
the Project, the Agency has no present knowledge of any condition of the
Property which would prevent its development in accordance with the
Scope of Development.
(10) Special Studies Zone. The Property is not located within a designated
earthquake fault zone pursuant to California Public Resources Code
Section 2621.9 and a designated area that is particularly susceptible to
ground shaking, liquefaction, landslides or other ground failure during an
earthquake pursuant to California Public Resources Code Section 2694.
(11) The Agencv's Knowledge. For purposes of this Section 2.24, the terms
"to the best ofthe Agency's knowledge" or "to the Agency's knowledge"
shall mean the actual knowledge of Gary Van Osdel.
If the Agency becomes aware of any act or circumstance which would change or
render incorrect, in whole or in part, any representation or warranty made by the Agency under
this Agreement, whether as of the date given or any time thereafter through the Closing Date and
whether or not such representation or warranty was based upon the Agency's knowledge and/or
belief as of a certain date, the Agency will give immediate written notice of such changed fact or
circumstance to the Developer, but such notice shall not release the Agency of its liabilities or
obligations with respect thereto.
All representations and warranties contained in this Section 2.24(a) are true and
correct on the date hereof and on the Closing Date and the Agency's liability for
misrepresentation or breach of warranty, representation or covenant, wherever contained in this
Agreement, shall survive the execution and delivery of this Agreement and the Close of Escrow.
(b) Warranties and Representations bv the Developer. The Developer hereby
makes the following representations, covenants and warranties and acknowledges that the
execution of this Agreement by the Agency has been made in material reliance by the Agency on
such covenants, representations and warranties:
(I) The Developer is a duly organized and validly existing California
corporation. The Developer has the legal right, power and authority to
21
enter into this Agreement and the instruments and documents referenced
herein and to consummate the transactions contemplated hereby. The
persons executing this Agreement and the instruments referenced herein
on behalf of the Developer hereby represent and warrant that such persons
have the power, right and authority to bind the Developer.
(2) The Developer has taken all requisite action and obtained all requisite
consents in connection with entering into this Agreement and the
instruments and documents referenced herein and the consummation of
the transactions contemplated hereby, and no consent of any other party is
required.
(3) This Agreement is, and all agreements, instruments and documents to be
executed by the Developer pursuant to this Agreement shall be, duly
executed by and are or shall be valid and legally binding upon the
Developer and enforceable in accordance with their respective terms.
(4) Neither the execution of this Agreement nor the consummation of the
transactions contemplated hereby shall result in a breach of or constitute a
default under any other agreement, document, instrument or other
obligation to which the Developer is a party or by which the Developer
may be bound, or under law, statute, ordinance, rule, goverrunental
regulation or any writ, injunction, order or decree of any court or
governmental body applicable to the Developer or to the Property.
All representations and warranties contained in this Section 2.24(b) are true and
correct on the date hereof and on the Closing Date and Developer's liability for
misrepresentation or breach of warranty, representation or covenant, wherever contained in this
Agreement, shall survive the execution and delivery of this Agreement and the Closing.
Section 2.25. Damage. Destruction and Condemnation. Prior to the Agency's
delivery of possession of the Property to Developer at the Close of Escrow, the risk ofloss or
damage to the Property shall remain upon the Agency. If the Property suffers damages as a
result of any casualty prior to the Close of Escrow which may materially diminish its value, then
the Agency shall give written notice thereof to Developer promptly after the occurrence of the
casualty. The Developer can elect to either: (i) accept the Property in its damaged condition or
(ii) the Developer may terminate the Agreement and recover the Deposit as set forth in Section
2.02. The Developer shall confirm the exercise of its election under subparagraph (i) or (ii) of
the preceding sentence within ninety (90) days of its receipt of notice from the Agency.
In the event that, prior to the Close of Escrow, any goverrunental entity shall
commence any actions of eminent domain or similar type proceedings to take any portion of the
Property, the Agency shall give prompt written notice thereof to Developer, and Developer shall
have the option either: (i) to elect not to acquire the Property, terminate the Agreement and
recover the Deposit as set forth in Section 2.02; or (ii) the Developer may complete the
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acquisition of the Property under this Agreement, in which case Developer shall be entitled to all
the proceeds of such taking; provided however, that the Agency agrees that it shall not settle or
compromise the proceedings before the Close of Escrow without the Developer's prior written
consent, which consent will not be unreasonably withheld or delayed). The Developer shall
confirm the exercise of its election under subparagraph (i) or (ii) of the preceding sentence
within ninety (90) days of its receipt of notice from the Agency.
ARTICLE III
DEVELOPMENT OF THE PROJECT
Section 3.01. Development of the Proiect bv Developer.
(a) Scope of Development: Schedule of Performance. It is the intent of the
parties that promptly following the Close of Escrow, the Developer shall commence the first
phase of development of the Project on the Property. The Project consists of the elements set
forth in the Scope of Development. The development of the Project shall occur within the time
frame established therefor in the schedule of performance attached as Exhibit "G" (the "Schedule
of Performance").
(b) The City's zoning ordinance and the City's building requirements will be
applicable to the use and development of the Property. The Developer acknowledges that any
change in the plans for development of the Property as set forth in the Scope of Development
shall be subject to the City's zoning ordinance and building requirements. No action by the
Agency or the City with reference to this Agreement or related documents shall be deemed to
constitute a waiver of any City requirements which are applicable to the Property or to the
Developer, any successor in interest of the Developer or any successor in interest pertaining to
the Property, except by modification or variance approved by the City consistent with this
Agreement.
(c) The Scope of Development is hereby approved by the Agency upon its
execution of this Agreement. The Project shall be developed and completed in conformance
with the approved Scope of Development and any and all other plans, specifications and similar
development documents required by this Agreement, except for such changes as may be
mutually agreed upon in writing by and between the Developer and the Agency.
(d) The approval of the Scope of Development by the Agency hereunder shall
not be binding upon the City Councilor the Planning Commission of the City with respect to any
approvals of the Project required by such other bodies. If any revisions of the Scope of
Development as approved by the Agency shall be required by another government official,
agency, department or bureau having jurisdiction over the development of the Property, the
Developer and the Agency shall cooperate in efforts to obtain waivers of such revisions, or to
obtain approvals of any such revisions which have been made by the Developer and have
thereafter been approved by the Agency. The Agency shall not unreasonably withhold approval
of such revisions.
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(e) Notwithstanding any provision to the contrary in this Agreement, the
Developer agrees to accept and comply fully with any and all reasonable conditions of approval
applicable to all permits and other governmental actions affecting the development of the
Property and consistent with this Agreement.
(f) The Developer shall cause landscaping plans in connection with
development of the Property to be prepared by a licensed landscape architect. The Developer
shall prepare and submit to the City for its approval, preliminary and landscaping plans for the
Property which are consistent with City Code requirements. These plans shall be prepared,
submitted and approved within the times respectively established therefor in the Schedule of
Performance and shall be consistent with the Scope of Development.
(g) The Developer shall prepare and submit development plans, construction
drawings and related documents for the development of the Property consistent with the Scope of
Development to the City. The development plans, construction drawings and related documents
shall be in the form of drawings, plans and specifications. Drawings, plans and specifications are
hereby defined as those which contain sufficient detail necessary to obtain a building permit
from the City.
(h) During the preparation of all drawings and plans in connection with the
development of the Property, the Developer shall provide to the Agency regular progress reports
to advise the Agency of the status of the preparation by the Developer, and the submission to and
review by the City of construction plans and related documents. The Developer shall
communicate and consult with the Agency as frequently as is necessary to ensure that any such
plans and related documents submitted by the Developer to the City are being processed in a
timely fashion.
(i) The Agency shall have the right of reasonable architectural review and
approval of building exteriors and design of the structures to be constructed on the Property to
determine if they are consistent with the Required Building Standards. The Agency shall also
have the right to review all plans, drawings and related documents pertinent to the development
of the Property in order to ensure that they are consistent with this Agreement and with the
Scope of Development. If the Agency shall determine that plans, drawings or related document
are not consistent with this Agreement and with the Scope of Development, it shall notify the
Developer in writing of such determination. The Developer, upon receipt of such notice from
the Agency, shall promptly revise the applicable plans, drawings or related documents in a
manner that addresses the inconsistency with the Scope of Development and shall resubmit such
revised plans, drawings or related documents to the Agency no later than thirty (30) calendar
days after its receipt of such notice from the Agency.
(j) The Developer shall timely submit to the City for its review and approval
any and all plans, drawings and related documents pertinent to the development of the Property,
as required by the City. Any failure by the City to approve any of such plans or to issue
necessary permits for the development of the Property within thirty (30) calendar days ofreceipt
thereof shall constitute an enforced delay hereunder, and the Schedule of Performance shall be
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extended by that period of time beyond said thirty (30) calendar day period in which the City
approves said plans; provided, however, that in the event that the City disapproves of any of such
plans, the Developer shall within thirty (30) calendar days after receipt of such disapproval
reasonably revise and resubmit such plans in accordance with the City's requirements and in
such form and substance so as to obtain the City's approval thereof.
(k) The Agency shall in good faith use its best efforts to cause the City to
approve in a timely fashion any and all plans, drawings and documents submitted by the
Developer which are consistent with the Scope of Development and RequiredRequired Building
Standards.
(I) If the Developer desires to make any change in the plans, drawings and
related documents after their review by the Agency for consistency with the Scope of
Development, the Developer shall submit the proposed change in writing to the Agency for its
review for consistency with the Scope of Development. The Agency shall notify the Developer
in writing of any determination that the change is not consistent with the Scope of Development
within thirty (30) calendar days after submission to the Agency. If the Developer desires to
make any change in the plans, drawings and related documents after their approval by the City,
the Developer shall submit the proposed change to the City for approval. The Agency shall use
its best efforts to cause the City to review and approve or disapprove any such change as
provided in Section 3.01(b) hereof.
(m) The Developer shall have the right during the course of construction to
make changes in construction of structures and "minor field changes" without seeking the
approval of the Agency; provided, however, that such changes do not affect the type of use to be
conducted within all or any portion of a structure. Said "minor field changes" shall be defined as
those changes from the approved construction drawings, plans and specifications which have no
substantial effect on the improvements and are made in order to expedite the work of
construction in response to field conditions. Nothing contained in this Section shall be deemed
to constitute a waiver of or change in the City's Building Code requirements governing such
"minor field changes" or in any and all approvals by the City otherwise required for such "minor
field changes."
(n) The cost of constructing the Project, including all off-site public
improvements shall be borne by the Developer.
(0) The Developer shall at its expense cause to be prepared, and shall pay any
and all fees pertaining to the review and approval of the development project approvals by the
City, including the cost and preparation of all required construction, planning and other
documents reasonably required by governmental bodies pertinent to the development of the
Property hereunder including, but not limited to, specifications, drawings, plans, maps, permit
applications, land use applications, zoning applications and design review documents.
(p) The Developer shall pay for any and all costs, including but not limited to
the costs of design, construction, relocation and securing of permits for utility improvements and
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connections, which may be required in developing the Property. The Developer shall obtain any
and all necessary approvals prior to the commencement of applicable portions of said
construction, and the Developer shall take reasonable precautions to ensure the safety and
stability of surrounding properties during said construction.
(q) All construction and development obligations and responsibilities of the
Developer as related to the Project shall be initiated and completed within the times specified in
the Schedule of Performance, or within such reasonable extensions of such times as may be
granted by the Agency or as otherwise provided for in this Agreement. The Schedule of
Performance shall be subject to revision from time to time as mutually agreed upon in writing by
and between the Developer and the Agency. Any and all deadlines for performance by the
parties shall be extended for any times attributable to delays which are not the fault of the
performing party and are caused by the other party, other than periods for review and approval or
reasonable disapprovals of plans, drawings and related documents, specifications or applications
for permits as provided in this Agreement.
(r) During the period of construction of the Project, the Developer shall
submit to the Agency written progress reports when and as reasonably requested by the Agency
but in no event more frequently than every four (4) weeks. The reports shall be in such form and
detail as may reasonably be required by the Agency, and shall include a reasonable number of
construction photographs taken since the last such report submitted by the Developer. In
addition, the Developer will attend Agency meetings when requested to do so by Agency Staff.
(s) Prior to the commencement of any construction, the Developer shall
furnish, or shall cause to be furnished, to the Agency duplicate originals or appropriate
certificates of public indemnity and liability insurance in the amount of One Million Dollars
($1,000,000.00) combined single limit, naming the Agency and the City and the elected officials,
officers, employees, attorneys and agents of each of them as additional insureds. Said insurance
shall cover comprehensive general liability including, but not limited to, contractual liability;
acts of subcontractors; premises-operations; explosion, collapse and underground hazards, if
applicable; broad form property damage, and personal injury including libel, slander and false
arrest. In addition, the Developer shall provide to the Agency adequate proof of comprehensive
automobile liability insurance covering owned, non-owned and hired vehicles, combined single
limit in the amount of One Million Dollars ($1,000,000.00) each occurrence; and proof of
workers' compensation insurance. Any and all insurance policies required hereunder shall be
obtained from insurance companies admitted in the State of California and rated at least B+: XII
in Best's Insurance Guide. All said insurance policies shall provide that they may not be
canceled unless the Agency and the City receive written notice of cancellation at least thirty (30)
calendar days prior to the effective date of cancellation. Any and all insurance obtained by the
Developer hereunder shall be primary to any and all insurance which the Agency and/or City
may otherwise carry, including self insurance, which for all purposes of this Agreement shall be
separate and apart from the requirements of this Agreement. Any insurance policies governing
the Property as obtained by the Agency shall not be transferred from the Agency to the
Developer. Appropriate insurance means those insurance policies approved by Agency Counsel
consistent with the foregoing. Any and all insurance required hereunder shall be maintained and
kept in force until the Agency has issued a Certificate of
26
Completion in substantially the form set forth in Exhibit "G" hereof (the "Certificate of
Completion") in connection with the development of the Property. Developer waives
subrogation and agrees that Developer and Agency are co-insured. Developer will use its best
reasonable efforts to cause each insurance carrier obtained by it to waive any subrogation claim.
(t) The Developer for itself and its successors and assigns agrees that in the
construction of the Project, the Developer will not discriminate against any employee or
applicant for employment because of sex, marital status, race, color, religion, creed, national
origin, or ancestry. Notwithstanding the foregoing, the Developer will use best efforts to offer
employment opportunities to local residents and will seek to acquire goods and services from
local vendors.
(u) The Developer shall carry out its construction of the Project in conformity
with all applicable laws, including all applicable state labor standards and requirements.
(v) The Developer shall, at its own expense, secure or shall cause to be
secured, any and all permits which may be required for such construction, development or work
by the City or any other governmental agency having jurisdiction thereof. The Agency shall
cooperate in good faith with the Developer in the Developer's efforts to obtain from the City or
any other appropriate governmental agency any and all such permits and, upon applicable to the
development of the Property.
(w) Officers, employees, agents or representatives of the Agency shall have
the right of reasonable access to the Property, without the payment of charges or fees, during
normal construction hours during the period of construction of the Project for the purpose of
verifying compliance by the Developer within the terms of this Agreement. Such officers,
employees, agents or representatives of the Agency shall be those persons who are so identified
by the Executive Director. Any and all officers, employees, agents or representatives of the
Agency who enter the Property pursuant hereto shall identify themselves at the job site office
upon their entrance on to the Property and shall at all times be accompanied by a representative
of the Developer while on the Property; provided, however, that the Developer shall make a
representative of the Developer available for this purpose at all times during normal construction
hours upon reasonable notice from the Agency. The Agency shall indemnify and hold the
Developer harmless from injury, property damage or liability arising out of the exercise by the
Agency and/or the City of this right of access, other than injury, property damage or liability
relating to the negligence of the Developer or its officers, agents or employees.
(x) The Agency shall inspect relevant portions ofthe construction site prior to
issuing any written statements reflecting adversely on the Developer's compliance with the terms
and conditions of this Agreement pertaining to development of the Property.
Section 3.02. RESERVED
Section 3.03. Taxes and Assessments. The Developer shall pay prior to
delinquency all real property taxes and assessments assessed and levied on or against the
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Property subsequent to the Close of Escrow. Nothing herein contained shall be deemed to
prohibit the Developer from contesting the validity or amounts of any tax assessment,
encumbrance or lien, nor to limit the remedies available to the Developer in respect thereto.
Section 3.04. Change in Ownershio Management and Control of the Develooer-
- Assignment and Transfer.
(a) As used in this Section 3.04, the term "Transfer" means:
(I) Any total or partial sale, assignment or conveyance, or any trust or power,
or any transfer in any other mode or form, by the Developer of more than
a 49% interest (or series of such sales, assignments and the like which in
the aggregate exceed a disposition of more than a 49% interest) with
respect to its interest in this Agreement, the Property, or the Project, or any
part thereof or any interest therein or of the improvements constructed
thereon, or any contract or agreement to do any of the same; or
(2) Any merger, consolidation, sale or lease of all or substantially all of the
assets of the Developer (or series of such sales, assignments and the like
which in the aggregate exceeded a disposition of more than a 49%
interest).
(b) This Agreement is entered into solely for the purpose of the development
of the Project on the Property by the Developer in accordance with the
terms hereof. The Developer recognizes that the qualifications and
identity of the Developer and the Developer's assurances that the
Required Building Standards will be utilized in the construction of the
Residences are of particular concern to the Agency, in view of:
(I) the importance of the development of the Property to the general welfare
of the community; and
(2) the fact that a Transfer (except as provided in Section 1.04) is for all
practical purposes a transfer or disposition of the responsibilities of the
Developer, as applicable, with respect to the development of the Project
on the Property.
The Developer further recognizes and acknowledges that it is because of the
qualifications and identity of the Developer that the Agency is entering into this Agreement with
the Developer, and, as a consequence, Transfers are permitted only as provided in this
Agreement. Developer shall be entitled to assign its rights and obligations under this Agreement
to an Approved Assignee (as described in Section 1.04, above) subject to Watson's continued
obligation to review and require compliance of any Approved Assignee with the Required
Building Standards as described therein; provided, however, that Watson shall remain obligated
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to perform all duties imposed upon Developer under this Agreement until such time as the
Certificate of Completion is provided by the Agency to the Developer pursuant to Section 3.07.
(c) The limitations on a Transfer as set forth in this Section 3.04 shall apply
until such time as a Certificate of Completion is approved by the Agency and filed for
recordation as provided in Section 3.07. Except as expressly permitted in this Agreement, the
Developer represents and agrees that it has not made nor shall it create or suffer to be made or
created, any Transfer, either voluntarily or by operation of law without the prior written approval
of the Agency until such time as a Certificate of Completion has been recorded. After the date of
recordation of a Certificate of Completion, certain other provisions of this Agreement shall
nonetheless be applicable to subsequent conveyances of interest in the Property, or portions
thereof, as provided in Article IV of this Agreement. Any Transfer made in contravention of this
Section 3.04 shall be voidable at the election of the Agency and shall then be deemed to be a
default under this Agreement.
(d) The following types of a Transfer shall be permitted and approved by the
Agency and are referred to herein as a "Permitted Transfer";
(I) The Transfer by the Developer of all its right, title and interest in this
Agreement to an entity at least twenty five percent (25%) of which is
owned directly or indirectly by the Developer or an affiliate of the
Developer and the managing member or manager of which is the
Developer or an affiliate of the Developer;
(2) Any Transfer by the Developer creating a "Security Financing Interest" in
the Property which conforms to the provisions of Section 3.05;
(3) Any Transfer directly resulting from the foreclosure of a Security
Financing Interest created by the Developer in the Property or the granting
of a deed in lieu of foreclosure of a Security Financing Interest;
(4) Any Transfer of stock or equity of the Developer which does not change
management or operational control of the Property or the Project;
(5) Any Transfer of any interest in the Developer irrespective of the
percentage of ownership to any affiliate of or other entity controlled by the
Developer or in which the Developer directly or indirectly owns a
controlling interest.
(e) No Permitted Transfer of this Agreement or any interest in the Property or
the Project, by the Developer (other than a Permitted Transfer created pursuant to a Security
Financing Interest) shall be effective unless, at the time of the Permitted Transfer, the person or
entity to which such Transfer is made shall expressly assume the obligations of the Developer
under this Agreement and such person also agrees to be subject to the conditions and restrictions
to which the Developer is subject under this Agreement. Such an assumption of obligation shall
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be evidenced by a written instrument delivered to the Agency in a recordable form which is
satisfactory to the Agency.
(f) Provided the particular transaction satisfies the applicable provisions of
Section 3.04(d), the Developer is not required to give the Agency advance notice of such a
Permitted Transfer. The Agency may, in its reasonable discretion, approve in writing any other
Transfer as requested by the Developer, provided such proposed transferee can demonstrate
successful and satisfactory experience in the ownership, operation, and management of an
operation similar to the Project. Any such transferee for itself and its successors and assigns, and
for the benefit of the Agency shall expressly assume all of the obligations of the Developer to the
Agency under this Agreement. There shall be submitted to the Agency for review all
instruments and other legal documents proposed to effect any such other Transfer; and the
approval or disapproval of the Agency shall be provided to the Developer, in writing within
thirty (30) days of receipt by the Agency of the request therefor, and the Agency approval ofa
transfer and shall not be unreasonably withheld or delayed.
(g) Following the issuance ofa Certificate of Completion, the Developer shall
be released by the Agency from any liability under this Agreement which may arise from a
default of a successor in interest occurring after the date of such a Transfer; provided, however
that the covenants of the Developer as set forth in Article IV of this Agreement shall run with the
land for the term as provided in Article IV.
Section 3.05. Securitv Financing: Right of Holders .
(a) Notwithstanding any provision of Section 3.04 to the contrary, mortgages,
deeds of trust, or any other form of lien required for any reasonable method of financing the
construction and improvement of the Property ("Construction Financing") and one or more
mortgages, deeds of trust, or other forms oflien required for any reasonable financing that takes
out the construction financing (collectively, the "Permanent Financing") is permitted. The
Developer shall notify the Agency in writing in advance of any mortgage, deed of trust, or other
form of lien for Construction Financing or for Permanent Financing. The Developer shall not
enter into any such conveyance for Permanent Financing without the prior written approval of
the Agency, which approval the Agency shall grant if any such conveyance is given to a
responsible financial or lending institution including, without limitation, banks, savings and loan
institutions, insurance companies, real estate investment trusts, pension programs and the like
and subject to agreement by such lender and the Agency on a form of subordination agreement
(as provided in Section 2.01(c) hereof).
(b) The Developer shall promptly notify the Agency of any mortgage, deed of
trust or other refinancing, encumbrance or lien that has been created with respect to the Property
whether by voluntary act of the Developer or otherwise; provided, however, that no notice of
filing of preliminary notices or mechanic's liens need be given by the Developer to the Agency
prior to suit being filed to foreclose such mechanic's lien.
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(c) The words "mortgage" and "deed of trust" as used herein shall be deemed
to include all other customary and appropriate modes of financing real estate construction and
land development.
(d) The holder of any mortgage, deed of trust or other security interest
authorized by this Agreement shall in no manner be obligated by the provisions of this
Agreement to construct or complete the improvement of the Property or to guarantee such
construction or completion.
(e) Whenever the Agency shall deliver any notice or demand to the Developer
with respect to any breach or default by the Developer in the completion of construction of the
improvements, or any breach or default of any other obligations which, if not cured by the
Developer, entitle the Agency to terminate this Agreement or exercise its right to re-enter the
Property, the Agency shall at the same time deliver to each holder of record of any mortgage,
deed of trust or other security interest authorized by this Agreement a copy of such notice or
demand. Each such holder shall (insofar as the rights of the Agency are concerned) have the
right, at its option, to commence the cure or remedy of any such default and to diligently and
continuously proceed with such cure or remedy, within one hundred twenty (120) calendar days
after the receipt of the notice; and to add the cost thereof to the security interest debt and the lien
of its security interest. If such default shall be a default which can only be remedied or cured by
such holder upon obtaining possession, such holder shall seek to obtain possession with diligence
and continuity through a receiver or otherwise, and shall remedy or cure such default within one
hundred twenty (120) calendar days after obtaining possession; provided that in the case of a
default which cannot with diligence be remedied or cured, or the remedy or cure of which cannot
be commenced, within such one hundred twenty (120) calendar day period, such holder shall
have such additional time as is reasonably necessary to remedy or cure such default of the
Developer. Nothing contained in this Agreement shall be deemed to permit or authorize such
holder to undertake or continue the construction or completion of the improvements (beyond the
extent necessary to conserve or protect the improvements or construction already made) or to
operate the Project without first having expressly assumed the Developer's obligations by written
agreement satisfactory to the Agency. The holder in that event must submit evidence
satisfactory to the Agency that it has the qualifications and financial responsibility necessary to
perform such obligations. Any such holder that undertakes and completes construction of the
improvements on the Property in accordance herewith shall be entitled, upon written request
made to the Agency, to be issued the Certificate of Completion by the Agency.
(f) In any case where, one hundred eighty (180) calendar days after default by
the Developer the holder of any mortgage, deed of trust or other security interest creating a lien
or encumbrance upon the Property or any portion thereof has not exercised the option to
construct the applicable portions ofthe Project or to operate the Project following completion of
construction, or has exercised the option but has not proceeded diligently and continuously with
construction or operation of the Project, as the case may be, the Agency may purchase the
mortgage, deed of trust or other security interest by payment to the holder of the amount of the
unpaid debt, including principal, accrued and unpaid interest, late charges, costs, expenses and
other amounts payable to the holder by the Developer under the loan documents between holder
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and the Developer. If the ownership of the Property has vested in the holder, the Agency may at
its option (but does not have an obligation to) seek a conveyance from the holder to the Agency
upon payment to the holder of an amount equal to the sum of the following:
(1) The unpaid mortgage, deed of trust or other security interest debt,
including principal, accrued and unpaid interest, late charges, costs,
expenses and other amounts payable to the holder by the Developer under
the loan documents between the holder and the Developer, at the time title
became vested in the holder (less all appropriate credits, including those
resulting from collection and application ofrentals and other income
received during foreclosure proceedings.)
(2) All expenses, if any, incurred by the holder with respect to foreclosure.
(3) The net expenses, ifany (exclusive of general overhead), incurred by the
holder as a direct result of the subsequent ownership or management of the
Property or the Property, such as insurance premiums and real estate taxes.
(4) The cost of any improvements made by such holder.
(5) An amount equivalent to the interest that would have accrued on the
aggregate on such amounts had all such amounts become part of the
mortgage or deed of trust debt and such debt had continued in existence to
the date of payment by the Agency.
(6) After expiration of the aforesaid one hundred eighty (180) calendar day
period, the holder of any mortgage, deed of trust or other security affected
by the option created by this Section, may demand, in writing, that the
Agency act pursuant to the option granted hereby. If the Agency fails to
exercise the right herein granted within sixty (60) calendar days from the
date of such written demand, the Agency shall be conclusively deemed to
have waived such right of purchase of the or the mortgage, deed of trust or
other security interest.
(g) In the event of a default or breach by the Developer of a mortgage, deed of
trust or other security interest with respect to the Property (or any portion thereof), where the
holder has not exercised its option to complete the development or to operate the Project, the
Agency may cure the default but is under no obligation to do so prior to completion of any
foreclosure. In such event, the Agency shall be entitled to reimbursement from the Developer of
all costs and expenses incurred by the Agency in curing the default. The Agency shall also be
deemed to have a lien of the Agency as may arise under this Section 3.05(g) upon the Property
(or any portion thereof) to the extent of such costs and disbursements. Any such lien shall be
subordinate and subject to mortgages, deeds of trust or other security instruments executed by
the Developer for the purpose of obtaining the funds to construct and improve the Property or for
the purpose of obtaining the Permanent Financing as authorized herein.
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Section 3.06. Right of the Agencv to Satisfv Other Liens on the Prooertv after
Convevance of Title . After the conveyance of title to the Property by the Agency to the
Developer and after the Developer has had a reasonable time to challenge, cure or satisfy any
unauthorized liens or encumbrances on the Property, the Agency shall after one hundred twenty
(120) calendar days prior written notice to the Developer have the right to satisfy any such liens
or encumbrances; provided, however, that nothing in this Agreement shall require the Developer
to payor make provisions for the payment of any tax, assessment, lien or charge so long as the
Developer in good faith shall contest the validity or amount thereof, and so long as such delay in
payment shall not subject the Property, or any portion thereof, to forfeiture or sale.
Section 3.07. Certificate of Como let ion .
(a) Following the written request therefor by the Developer and the
completion of construction of each phase of the Project, excluding any normal and minor
building "punch-list" items to be completed by the Developer, the Agency shall furnish the
Developer with a Certificate of Completion for the Property in the form set forth in Exhibit "G".
(b) The Agency shall not unreasonably withhold the issuance of a Certificate
of Completion. A Certificate of Completion shall be, and shall so state, that it is a conclusive
determination of satisfactory completion of construction of the applicable phase of the Project.
After the recordation of the Certificate of Completion, any party then owning or thereafter
purchasing, leasing or otherwise acquiring any interest in the Property shall not (because of such
ownership, purchase, lease or acquisition) incur any obligation or liability under this Agreement,
except that such party shall be bound by any covenants contained in the grant deed or other
instrument of transfer which grant deed or other instrument of transfer shall include the
provisions of Section 4.01 through 4.04, inclusive, of this Agreement.
(c) Any Certificate of Completion shall be in such form as to permit it to be
recorded in the Recorder's Office of the County where the Property is located.
(d) If the Agency refuses or fails to furnish a Certificate of Completion after
written request from the Developer, the Agency shall, within fifteen (15) calendar days of the
written request or within three (3) calendar days after the next regular meeting of the Agency,
whichever date occurs later, provide to the Developer a written statement setting forth the
reasons with respect to the Agency's refusal or failure to furnish a Certificate of Completion.
The statement shall also contain the Agency's opinion of the action the Developer must take to
obtain a Certificate of Completion. If the reason for such refusal is confined to the immediate
unavailability of specific items or materials for construction or landscaping at a price reasonably
acceptable to the Developer or other minor building "punch-list" items, the Agency may issue its
Certificate of Completion upon the posting of a bond or irrevocable letter of credit, reasonably
approved as to form and substance by the Agency Counsel and obtained by the Developer in an
amount representing a fair value of the work not yet completed as reasonably determined by the
Agency. If the Agency shall have failed to provide such written statement within the foregoing
period, the Developer shall be deemed conclusively and without further action of the Agency to
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have satisfied the requirements of this Agreement with respect to the Property as if a Certificate
of Completion had been issued therefor.
(e) A Certificate of Completion shall not constitute evidence of compliance
with or satisfaction of any obligation of the Developer to any holder of a mortgage, or any
insurer of a mortgage securing money loaned to finance the improvements described herein, or
any part thereof. A Certificate of Completion shall not be deemed to constitute a notice of
completion as referred to in Section 3093 of the California Civil Code, nor shall it act to
terminate the continuing covenants or conditions subsequent contained in the Agency Grant
Deed attached hereto as Exhibit "F".
ARTICLE IV
USE OF THE SITE
Section 4.01. Uses.
(a) The Developer covenants and agrees for itself, its successors, and assigns
that upon completion of development of the Project, there shall exist on the Property a residential
neighborhood consisting of single family detached homes and approximately twenty (20) acres
of community park with playground, walking trails, green areas, landscaping and naturally left
land. The covenant of this Section 4.01(a) shall run with the land for the terms as set forth in the
Agency Grant Deed.
(b) The Developer further covenants and agrees for itself, its successors and
assigns that the Property shall be improved and developed in accordance with the Scope of
Development and the Required Building Standards. Developer covenants to develop the
Property in conformity with all applicable laws. The covenants of this Section 4.01(b) shall also
run with the land until the earlier date on which the Certificate of Completion is recorded or the
fifth (5th) anniversary date of recordation of the Agency Grant Deed.
(c) Excluding California State University at San Bernardino (any affiliated
entity) and any Home Owners Association or other association set up to administer common
areas, park or lands dedicated to public use, it is understood and agreed by the Developer that
neither the Developer, nor its assigns or successors shall use or otherwise sell, transfer, convey,
assign, lease, leaseback or hypothecate the Property or any portion thereof to any entity or party,
or for any use of the Property, that is partially or wholly exempt from the payment of real
property taxes pertinent to the Property, or any portion thereof, or which would cause the
exemption of the payment of all or any portion of such real property taxes. The covenant of this
Section 4.01(c) shall run with the land for the term as set forth in the Agency Grant Deed.
Section 4.02. Maintenance of the Property. The Developer covenants and
agrees for itself, its successors, and assigns to maintain the Property in a good condition free
from any accumulation of debris or waste material, subject to normal construction job-site
conditions, and shall maintain in a neat, orderly, healthy and good condition the landscaping
required to be planted in accordance with the Scope of Development. In the event the
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Developer, or its successors or assigns, fails to perform the maintenance as required herein, the
Agency shall have the right, but not the obligation, to enter the Property and undertake, such
maintenance activities. In such event, the Developer shall reimburse the Agency for all
reasonable sums incurred by it for such maintenance activities as set forth in the Agency Grant
Deed. The covenant of this Section 4.02 shall run with the land for the term as set forth in the
Agency Grant Deed.
Section 4.03. Obligation to Refrain from Discrimination. The Developer
covenants and agrees for itself, its successors, its assigns and every successor in interest to the
Property or any part thereof, that there shall be no discrimination against or segregation of any
person, or group of persons, on account of sex, marital status, race, color, religion, creed,
national origin or ancestry in the sale, lease, sublease, transfer, use, occupancy, tenure or
enjoyment of the Property; nor shall the Developer, itself or any person claiming under or
through it, establish or permit any such practice or practices of discrimination or segregation
with reference to the selection, location, number, use or occupancy of tenants, lessees,
subtenants, sublessee or vendees of the Property. The covenant of this Section 4.03 shall run
with the land for the term as set forth in the Agency Grant Deed.
Section 4.04. Form of Nondiscrimination and Nonsegregation Clauses. The
Developer covenants and agrees for itself, its successors, its assigns, and every successor in
interest to the Property, or any part thereof, that the Developer, such successors and such assigns
shall refrain from restricting the sale, lease, sublease, rental, transfer, use, occupancy, tenure or
enjoyment of the Property (or any part thereof) on the basis of sex, marital status, race, color,
religion, creed, ancestry or national origin of any person. All deeds, leases or contracts
pertaining thereto shall contain or be subject to substantially the following nondiscrimination or
nonsegregation clauses:
(I) In deeds: "The grantee herein covenants by and for itself, its successors and
assigns, and all persons claiming under or through them, that there shall be
no discrimination against or segregation of, any person or group of
persons on account of race, color, creed, religion, sex, marital status,
national origin, or ancestry in the sale, lease, sublease, transfer, use,
occupancy, tenure, or enjoyment of the premises herein conveyed, nor
shall the grantee or any person claiming under or through it, establish or
permit any such practice or practices of discrimination or segregation with
reference to the selection, location, number, use or occupancy oftenants,
lessees, subtenants, sublessee, or vendees in the premises herein conveyed.
The foregoing covenants shall run with the land."
(2) In leases: "The Lessee herein covenants by and for itself, its successors and
assigns, and all persons claiming under or through them, and this lease is
made and accepted upon and subject to the following conditions: That
there shall be no discrimination against or segregation of any person or
group of persons, on account ofrace, color, creed, religion, sex, marital
status, national origin, or ancestry, in the leasing, subleasing, transferring,
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use, occupancy, tenure, or enjoyment of the premises herein leased nor
shall the lessee itself, or any person claiming under or through it, establish
or permit any such practice or practices of discrimination or segregation
with reference to the selection, location, number, use, or occupancy, of
tenants lessees, sublessee, subtenants, or vendees in the premises herein
leased."
(3) In contracts: "There shall be no discrimination against or segregation of any
person or group of persons on account of race, color, creed, religion, sex,
marital status, national origin, or ancestry, in the sale, lease, sublease,
transfer, use, occupancy, tenure, or enjoyment of the premises herein
conveyed or leased, nor shall the transferee or any person claiming under
or through it, establish or permit any such practice or practices of
discrimination or segregation with reference to the selection, location,
number, use, or occupancy, of tenants, lessees, sub lessees, subtenants, or
vendees of the premises herein transferred." The foregoing provision shall
be binding upon and shall obligate the contracting party or parties and any
subcontracting party or parties, or other transferees under the instrument.
The covenant of this Section 4.04 shall run with the land in perpetuity.
ARTICLE V
DEF AUL TS. REMEDIES AND TERMINATION
Section 5.01. Defaults - General.
(a) In the event that a breach or default may occur prior to the Close of
Escrow, the remedies of the parties shall be as set forth in Article II of this Agreement.
(b) From and after the Close of Escrow and subject to the extensions of time
set forth in Section 6.05 hereof, failure or delay by either party to perform any term or provision
of this Agreement shall constitute a default under this Agreement; provided, however, that if a
party otherwise in default commences to cure, correct or remedy such default within thirty (30)
calendar days after receipt of written notice specifying such default and shall diligently and
continuously prosecute such cure, correction or remedy to completion (and where any time limits
for the completion of such cure, correction or remedy are specifically set forth in this Agreement,
then within said time limits), such party shall not be deemed to be in default hereunder.
(c) The injured party shall give written notice of default to the party in
default, specifying the default complained of by the nondefaulting party. Delay in giving such
notice shall not constitute a waiver of any default nor shall it change the time of default.
(d) Any failure or delays by either party in asserting any of its rights and
remedies as to any default shall not operate as a waiver of any default or of any such rights or
remedies. Delays by either party in asserting any of its rights and remedies shall not deprive
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either party of its right to institute and maintain any actions or proceedings which it may deem
necessary to protect, assert or enforce any such rights or remedies.
Section 5.02. Legal Actions.
(a) In addition to any other rights or remedies, either party may institute legal
action to cure, correct or remedy any default, to recover damages for any default, or to obtain any
other remedy consistent with the purposes of this Agreement. Such legal actions must be
instituted in the Superior Court of the County of San Bernardino, State of California, in any other
appropriate court in that County, or in the Federal District Court in the Central District of
California.
(b) The laws of the State of California shall govern the interpretation and
enforcement of this Agreement.
(c) In the event that any legal action is commenced by the Developer against
the Agency, service of process on the Agency shall be made by personal service upon the
Executive Director or Chair of the Agency, or in such other manner as may be provided by law.
(d) In the event that any legal action is commenced by the Agency against the
Developer, service of process on the Developer shall be made by personal service on Charles
Shumaker at the address set forth in Section 1.03(b) (or such other Agent for service of process
and at such address as may be specified in written notice to the Agency), or in such other manner
as may be provided by law, and shall be valid whether made within or without the State of
California.
Section 5.03. Rights and Remedies are Cumulative. Except with respect to any
rights and remedies expressly declared to be exclusive in Article II of this Agreement as relates
to a default or breach occurring before the Close of Escrow, the rights and remedies of the parties
as set forth in this Article V following the Close of Escrow are cumulative and the exercise by
either party of one or more of such rights or remedies shall not preclude the exercise by it, at the
same or different times, of any other rights or remedies for the same default or any other default
by the other party.
Section 5.04. Damages: Soecific Performance. If either party defaults with
regard to any provision of this Agreement, the nondefaulting party shall serve written notice of
such default upon the defaulting party. If the defaulting party does not diligently commence to
cure such default after service of the notice of default and promptly complete the cure of such
default within a reasonable time, not to exceed ninety (90) calendar days (or such shorter period
as may otherwise be specified in this Agreement for default) after the service of written notice of
such a default, then the non-defaulting party shall be entitled to maintain an action for damages
or an action for specific performance in addition to such other remedies as it may have at law or
in equity; provided, however, that in the event of a breach by the Developer of its obligations
under Article II of this Agreement prior to the Close of Escrow, the Agency shall not be entitled
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to bring an action against the Developer for specific performance and shall be entitled only to the
liquidated damages set forth in Section 2.23 hereof.
Section 5.05. RESERVED
Section 5.06. Al):encv Rights of Termination Following Close of Escrow .
(a) Unless otherwise permitted pursuant to the terms ofthis Agreement and
subject to written notice of default which shall specify the Developer's default and the action
required to commence cure of same and upon ninety (90) calendar days notice to the Developer
of the Agency's intent to terminate this Agreement pursuant to this Section, the Agency at its
option may terminate this Agreement if the Developer in breach of this Agreement assigns or
attempts to assign this Agreement, or any right therein, or attempts to make any total or partial
sale, lease or leaseback, transfer or conveyance of the Property other than the sale oflots on
which Residences have been constructed to purchasers of such Residences in violation of the
terms of this Agreement, and the Developer does not correct such violation within sixty (60)
calendar days from the date of receipt of such notice.
(b) Subject to written notice of default, which shall specify the Developer's
default and the action required to commence cure of same and upon ninety (90) calendar days
notice to the Developer of the Agency's intent to terminate this Agreement pursuant to this
Section, the Agency at its option may terminate this Agreement if the Developer: (a) does not
within the time limits set forth in this Agreement or as specifically provided in the Schedule of
Performance, subject to extensions authorized by this Agreement due to force majeure or
otherwise, submit development plans, construction drawings and related documents acceptable to
the Planning Department and Building Division of the City for plan check purposes and in order
to obtain building permits for the Project, together with applicable fees therefor, all prepared to
the minimum acceptable standards as required by the Planning Department and Building
Division of the City for commencement of formal review of such documents and as required by
this Agreement, or (b) does not carry out its other responsibilities under this Agreement or in
accordance with any modification or variance, precise plan, design review and other
environmental or governmental approvals and such default is not cured or the Developer does
not commence and diligently and continuously proceed with such cure within sixty (60) calendar
days after the date of receipt of written demand therefor from the Agency.
(c) Subject to written notice of default which shall specify the Developer's
default and the action required to commence cure of same and upon ninety (90) calendar days
notice to the Developer of the Agency's intent to terminate this Agreement pursuant to this
Section, the Agency at its option may terminate this Agreement if upon satisfaction of all
conditions precedent and concurrent therefor under this Agreement, the Developer does not take
title to the Property under tender of conveyance by the Agency, and such breach is not cured
within sixty (60) calendar days after the date ofreceipt by the Developer of written demand
therefor from the Agency.
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ARTICLE VI
GENERAL PROVISIONS
Section 6.01. Notices. Demands and Communications Between the Parties.
(a) Any and all notices, demands or communications submitted by any party
to another party pursuant to or as required by this Agreement shall be proper if in writing and
dispatched by messenger for immediate personal delivery, or by registered or certified United
States mail, postage prepaid, return receipt requested, to the principal office of the Agency and
the Developer, as applicable, as designated in Section 1.04(a) and Section 1.04(b) hereof. Such
written notices, demands and communications may be sent in the same manner to such other
addresses as either party may from time to time designate as provided in this Section. Any such
notice, demand or communication shall be deemed to be received by the addressee, regardless of
whether or when any return receipt is received by the sender or the date set forth on such return
receipt, on the day that it is dispatched by messenger for immediate personal delivery, or two (2)
calendar days after it is placed in the United States mail as heretofore provided.
(b) In addition to the submission of notices, demands or communications to
the parties as set forth above, copies of all notices shall also be delivered by facsimile as follows:
to the Developer:
J.R. Watson & Associates Development Co.
101 Main Street, Suite A
Seal Beach, California 90740
Attn: James R. Watson
Telephone: (562) 430-0503
Fax: (562) 493-5860
with copy to:
Charles M. Shumaker
Shumaker Steckbauer Weinhart & Sragow LLP
300 South Grand Avenue, Suite 1400
Los Angeles, California 90071
Telephone: (213) 229-2868
Fax: (213) 629-4520
the Agency:
Redevelopment Agency of the City
of San Bernardino
201 North "E" Street, Suite 301
San Bernardino, California 92401
Attn: Gary Van Osdel
Telephone: (909) 663-1044
Fax: (909) 384-5135
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with copy to:
Lewis Brisbois Bisgaard & Smith LLP
650 E. Hospitality Lane, Suite 600
San Bernardino, California 92408
Attn: Tim Sabo, Esq.
Fax: (909) 387-1138
Tel: (909) 387-1130
James f. Penman, Esq.
City Attorney, City Hall
300 North "D" Street
San Bernardino, California 92418
Fax: 909-384-52;'8
Tel: 909-384-5355
Section 6.02. Conflict of Interest . No member, official or employee of the
Agency having any conflict of interest, direct or indirect, related to this Agreement and the
development of the Property shall participate in any decision relating to the Agreement. The
parties represent and warrant that they do not have knowledge of any such conflict of interest.
Section 6.03. Warranty Against Payment of Consideration for Agreement. The
Developer warrants that it has not paid or given, and will not payor give, any third party any
money or other consideration for obtaining this Agreement. Third parties, for the purposes of
this Section, shall not include persons to whom fees are paid for professional services if rendered
by attorneys, financial consultants, accountants, engineers, architects and the like when such fees
are considered necessary by the Developer.
Section 6.04. Nonliability of Agency Officials and Emplovees. No member,
official or employee of the Agency shall be personally liable to the Developer, or any successor
in interest, in the event of any default or breach by the Agency or for any amount which may
become due to the Developer or to its successor, or on any obligations under the terms of this
Agreement, except for gross negligence or willful acts of such member, officer or employee.
Section 6.05. Enforced Delay: Extension of Time of Performance . In addition
to specific provisions of this Agreement, performance by either party hereunder shall not be
deemed to be in default, or considered to be a default, where delays or defaults are due to the
force majeure including, without limitation, events of war, insurrection, strikes, lockouts, riots,
floods, earthquakes, fires, casualties, acts of God, acts of the public enemy, epidemics,
quarantine restrictions, freight embargoes or lack of transportation, weather-caused delays,
inability to secure necessary labor, materials or tools, delays of any contractors, subcontractor or
supplier, which are not attributable to the fault of the party claiming an extension of time to
prepare or acts or failure to act of any public or governmental agency or entity. An extension of
time for any such force majeure cause shall be for the period of the enforced delay and shall
commence to run from the date of occurrence of the delay.
The inability of the Developer to obtain a satisfactory commitment from a construction lender for
the improvement of the Property or to satisfy any other condition ofthis Agreement relating to
the redevelopment ofthe Property shall not be deemed to be a force majeure event or otherwise
provide grounds for the assertion of the existence of a delay under this Section 6.05. The parties
hereto expressly acknowledge and agree that changes in either general economic conditions or
changes in the economic assumptions of any of them which may have provided a basis for
entering into this Agreement and which occur at any time after the execution of this Agreement,
are not force majeure events and do not provide any party with
40
grounds for asserting the existence of a delay in the performance of any covenant or undertaking
which may arise under this Agreement. Each party expressly assumes the risk that changes in
general economic conditions or changes in such economic assumptions relating to the terms and
covenants of this Agreement could impose an inconvenience or hardship on the continued
performance of such party under this Agreement, but that such inconvenience or hardship is not a
force majeure event and does not excuse the performance by such party of its obligations under
this Agreement.
Section 6.06. Insoection of Books and Records. The Agency shall have the right
at all reasonable times at the Agency's cost and expense to inspect the books and records of the
Developer pertaining to the Property and/or the development thereof as necessary for the
Agency, in its reasonable discretion, to enforce its rights under this Agreement; provided,
however, Agency shall not have the right to review the finnancal records of the Developer.
Matters discovered by the Agency shall not be disclosed to third parties unless required by law or
unless otherwise resulting from or related to the pursuit of any remedies or the assertion of any
rights of the Agency hereunder. The Developer shall also have the right at all reasonable times
to inspect the books and records of the Agency pertaining to the Property and/or the development
thereof as pertinent to the purposes of this Agreement.
Section 6.07. Aoorovals.
(a) Approvals required of the Agency or the Developer, or any officers,
agents or employees of either the Agency or the Developer, shall not be unreasonably withheld
and approval or disapproval shall be given within the time set forth in the Schedule of
Performance or, ifno time is given, within a reasonable time.
(b) The Executive Director of the Agency is authorized to sign on his or her
own authority amendments to this Agreement which are of routine or technical nature, including
minor adjustments to the Schedule of Performance.
Section 6.08. Real Estate Commissions. The Agency shall not be liable for any
other real estate commissions, brokerage fees or finder fees which may arise from or related to
this Agreement.
Section 6.09. Indemnification.
(a) Developer agrees to indemnify, defend, and hold harmless Agency, its
board members, officers, directors, employees, agents and attorneys (individually and
collectively, the "Agency Indemnities") from and against any and all third party suits, demands,
claims, causes of action, losses, liabilities, penalties, charges, costs and expenses, including
reasonable investigation costs, attorneys' fees and disbursements, consultants and expert witness
fees (collectively, a "Third Party Claim") that may be imposed on, incurred by or asserted
against Agency Indemnitees by reason of, on account of or in connection with:
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(b) any negligence, willful misconduct or failure to act (when legally or
contractually obligated to do so) by Developer, a Developer Affiliate or their respective agents,
contractors or employees; or
(c) any accident, injury, death or damage to any person or property occurring
(1) on any portion of the Property owned by or leased to Developer or a Developer Affiliate, or
(2) on Agency property on which Developer or a Developer Affiliate has entered pursuant to
rights under this Agreement or under any separate license agreement, to the extent any such
accident, injury, death or damage is directly caused by Developer, a Developer Affiliate or their
respective agents, contractors or employees.
(d) Agency agrees to indemnify, defend, and hold harmless Developer and
Developer Affiliates (that own or lease a portion of the Property), their respective members,
partners, officers, directors, employees, agents and attorneys (individually and collectively, the
"Developer Indemnitees") from and against any Third Party Claim that may be imposed on,
incurred by or asserted against the Developer Indemnitees by reason of, on account of or in
connection with:
(e) any negligence, willful misconduct or failure to act (when legally or
contractually obligated to do so) by Agency or its agents, contractors or employees; or
(I) any accident, injury, death or damage to any person or property occurring
on any portion of the Property owned by Agency or leased to Agency (unless either the Agency
owned or Agency leased property is leased to Developer or a Developer Affiliate), except to the
extent such is directly caused by Developer, a Developer Affiliate or their agents, contractors or
employees as described in subsection (a)(i)(B)(2) above.
(g) As used herein, "Indemnitee" shall mean any Developer Indemnitee or
Agency Indemnitee, as the case may be. Notwithstanding anything to the contrary contained in
this Agreement, no indemnity obligations under this Agreement shall be owed by Agency to any
Developer Indemnity relative to Third Party Claims resulting from the fraud, criminal behavior,
willful misconduct, negligence, breach of duties, covenants or obligations hereunder or by other
acts of any Developer Indemnitee except to the extent that negligence may be apportioned
between Agency and Developer by a judge or jury after trial or binding arbitration.
Notwithstanding anything to the contrary contained in this Agreement, no indemnity obligations
under this Agreement shall be owed by Developer to any Agency Indemnitee relative to Third
Party Claims resulting from the fraud, criminal behavior, willful misconduct, negligence, breach
of duties, covenants or obligations hereunder or by other acts of any Agency Indemnitee except
to the extent that negligence may be apportioned between Agency and Developer by a judge or
jury after trial or binding arbitration.
(h) The indemnity and defense obligations under this Agreement shall not be
affected by the absence or unavailability of insurance covering the same or by failure or refusal
by any insurance carrier to perform any obligation on its part under any such policy of insurance.
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(i) If an Indemnitee is entitled to defense or indemnification under this
Agreement (each, an "Indemnification Claim") Developer or Agency, as the case may be
("Indemnitor") shall not be obligated to defend, indemnify or hold harmless Indemnitee unless
and until Indemnitee provides written notice to Indemnitor promptly after such Indemnitee has
actual knowledge of the facts or circumstances of the Third Party Claim on which such
Indemnification Claim is based, describing in reasonable detail such facts and circumstances of
the Third Party Claim with respect to such Indemnification Claim and a request for such
indemnification (the "Indemnification Claim Notice"). Indemnitee shall not be entitled to
indemnification or defense to the extent Indemnitee's failure to notify or delay notifying
Indemnitor materially prejudices Indemnitor's ability to defend against any Third Party Claim on
which such Indemnification Claim is based, or materially increases the amount of damages or
losses incurred in respect of such indemnification obligation ofIndemnitor.
(j) Indemnitor shall have the the obligation to assume the defense of an
Indemnification Claim if Indemnitor's insurance carrier refuses to defend any such claim, and
shall use good faith efforts consistent with prudent business judgment to defend such
Indemnification Claim, provided that (a) the counsel for Indemnitor who shall conduct the
defense of the Indemnification Claim shall be reasonably satisfactory to Indemnitee (unless
required by Indemnitor's insurance company), (b) Indemnitee may participate (at Indemnitee's
expense) in, but shall not control, the defense of such Indemnification Claim, and (c) without
Indemnitee's prior written consent, which consent may be given or withheld in Indemnitor's sole
and absolute discretion, Indemnitor shall not enter into any settlement or other agreement which
requires any performance by Indemnitee, other than the payment of money which shall be paid
by Indemnitor. Indemnitee shall cooperate as reasonably requested by Indemnitor in the defense
of such Indemnification Claim and shall not take any action that prejudices the defense of such
Indemnification Claim. Provided that Indemnitor is in compliance with the provisions of this
subsection (vi), Indemnitee shall not enter into any settlement agreement with respect to any
Indemnification Claim without Indemnitor's prior written consent, which consent may be given
or withheld in Indemnitor's sole and absolute discretion. If Indemnitor does not assume or
withdraws from the defense of such Indemnification Claim, Indemnitee shall have the right
without waiving any of its Indemnification Claims hereunder, to control the defense of such
Indemnification Claim and shall use good faith efforts consistent with prudent business judgment
to defend such Indemnification Claim, and Indemnitor shall pay all reasonable defense costs of
Indemnitee, in such instance, within thirty (30) days after receipt of any invoice therefor.
(k) The indemnity obligations in this Agreement shall survive the termination
of this Agreement but only to the extent based upon events or circumstances occurring between
the Effective Date and the termination date.
Section 6.10. Release of Develooer from Liabilitv. Notwithstanding any
provision herein to the contrary, the Developer shall be relieved of any and all liability for the
obligations of the Developer hereunder with regard to the Property and the Project, other than
any covenants and obligations contained in the grant deed by which the Property is conveyed to
the Developer, upon the issuance by the Agency of the Certificate of Completion.
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Section 6.11. Attornevs' Fees. If either party hereto files any action or brings
any action or proceeding against the other arising out of this Agreement, seeks the resolution of
disputes pursuant to Section 5.02 hereof, or is made a party to any action or proceeding brought
by the Escrow Holder, then as between the Developer and the Agency, the prevailing party shall
be entitled to recover as an element of its costs of suit or resolution of disputes pursuant to
Section 5.02 hereof, and not as damages, its reasonable attorneys' fees as fixed by the Court or
other forum for resolution in such action or proceeding or in a separate action or proceeding
brought to recover such attorneys' fees. The costs, salary and expenses of the City Attorney and
members of his office in enforcing this Agreement shall be considered as "attorneys' fees" for
purposes of this Section.
Section 6.12. Effect. This Agreement shall be binding upon and inure to the
benefit of the parties hereto and their respective heirs, executors, administrators, legal
representatives, successors and assigns.
ARTICLE VII
ENTIRE AGREEMENT: COUNTERPARTS: NO MERGER WITH GRANT DEED:
WAIVERS AND AMENDMENTS
Section 7.01. Entire Agreement: Counteroarts .
(a) This Agreement integrates all of the terms and conditions mentioned
herein or incidental hereto, and supersedes all negotiations or previous agreements between the
parties with respect to all or any portion of the Property and the development thereof.
(b) This Agreement shall be executed in four (4) duplicate originals each of
which is deemed to be an original.
Section 7.02. No Merger: Waivers and Amendments.
(a) None of the terms, covenants, agreements or conditions set forth in this
Agreement shall be deemed to be merged with the grant deed conveying title to the Property, and
this Agreement shall continue in full force and effect before and after such conveyance.
(b) All waivers of the provisions of this Agreement and all amendments
hereto must be in writing and signed by the appropriate authorities of the Agency and the
Developer.
ARTICLE VIII
TIME FOR ACCEPTANCE OF AGREEMENT BY AGENCY AND RECORDATION
Section 8.01. Execution and Recordation.
(a) Following its execution by the Developer and prompt delivery thereafter
to the Agency, this Agreement shall be subject to the review and approval by the governing
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board of the Agency in its sole and absolute discretion within forty-five (45) calendar days after
the date of signature by the Developer. In the event that the Agency has not approved, executed
and delivered the Agreement to the Developer within the foregoing period, then no provision of
this Agreement shall be of any force or effect for any purpose. The date of this Agreement shall
be the date when the Agreement shall have been approved by the Agency.
(b) The Developer and the Agency agree to permit recordation of this
Agreement, or a notice of agreement in customary form, concurrently upon the Close of Escrow
in the Office of the County Recorder for San Bernardino County.
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IN WITNESS WHEREOF, the parties hereto have duly executed this Agreement
as of the dates set forth below.
AGENCY
Redevelopment Agency of the
City of San Bernardino
Date:
By:
Judith Valles
Chair of the Community
Development Commission
Date:
By:
Gary Van Osdel
Executive Director
DEVELOPER
J.R. Watson & Associates Development Co.
a California corporation
By:
Its
[ALL SIGNATURES MUST BE NOTARIZED]
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SB2003:2151.1
1 f.(P
)'1.7
7
UNIVERSITY PARK
CONCEPT PLAN
--------\
EXHIBIT "A"
LEGAL DESCRIPTION OF THE PROPERTY
That portion of the following described property lying within Sections 7 and 8, Township I north, Range
4 west, San Bernardino Base and Meridian, and lying southerly and southeasterly of the southerly line of
that parcel of land conveyed to the San Bernardino County Flood Control District in deed recorded June
7, 1974 in book 8447, page 1163 Official Records of said County.
Beginning at Comer No. I, as established by George E. Sherer, May IS, 1921 said corner being
identical with the northwest comer of the Wiggin's Tract as recorded in book of Maps No.3,
page 74, records of San Bernardino County, California; thence north 363.0 feet to Corner No.2,
as established by George E. Sherer, May IS, 1921, said corner being identical with the southeast
corner of Section 7, Township I north, Range 4 west, San Bernardino Base and Meridian
(unsurveyed); thence south 89 deg. 47' west along the south line of said Section 7, 1126.3 feet to
Corner No.3, as established by George E. Sherer, May IS, 1921, said comer being the southeast
corner of Tract shown on Map of the Irvington Land and Water Company's Subdivision of a part
of the Muscupiabe Rancho recorded in book I Record of Surveys, page 32, Records of said
County; thence north 37 deg. 30' west, 1252.68 feet to Corner No.4, as established by George E.
Sherer, May IS, 1921; thence northerly 65 deg. 00" west, 884.27 feet to the north line of Parcel
A as described in document recorded in book 6339, page 484, Official Records of said County;
thence along said north line, north 63 deg. 07' east, 291.71 feet; thence leaving said northerly
line, north 32 deg. 15'05" east, 388.53 feet; thence northeasterly 728.82 feet along a tangent
curve, concave southeasterly, having a radius of 900 feet and a central angle of 46 deg. 23'53";
thence north 78 deg. 38'58" east, 188.02 feet; thence northeasterly 214.74 feet along a tangent
curve, concave northwesterly, having a radius of 1100 feet and a central angle of II deg. II '67";
thence north 67 deg. 27'51" east, 1219.01 feet to the east line of the Parcel ofland described in
document recorded in book 724 of Deeds, page 8, Official Records of said County; thence
southerly along said east line, south 0 deg. 25' east, 129.77 feet to Corner No. 14, as established
by George E. Sherer May IS, 1921, from which point the east 1/4 corner Section 7, Township I
north, Range 4 west, San Bernardino Base and Meridian, bears east 129.47 feet; thence south 21
deg. 48' east, 3243.60 feet to Corner No. IS, as established by George E. Sherer, May IS, 1921
said corner being on the north line of said Wiggin's Tract; thence west along the north line of the
Wiggin's Tract 1071.28 feet to the place of beginning.
Excepting therefrom any portion lying within Campus Parkway traversing the property along the
northerly portion of the above described parcel of land.
Excepting therefrom any portion lying within North Park Circle Drive adjoining said property on
the east.
Excepting therefrom any portion of the following described parcels ofland:
Parcel A
Commencing at that certain point described as Corner Number 14 of G.E. Sherer Map, County
Exh. "AI!
SB2003:2151.1
Surveyor File No. 1780; thence south 45 deg. 20'02" west, 555.56 feet to the TRUE POINT OF
BEGINNING; thence along the following courses and lengths;
south 28 deg. 11 '32" west, 149.05 feet;
south 02 deg. 32'40" east, 82.54 feet;
south 14 deg. 48'38" east, 254.36 feet;
north 76 deg. 40'06" east, 66.00 feet;
north 23 deg. 37'55" east, 40.08 feet;
north 45 deg. 25'25" east, 72.75 feet;
north 24 deg. 55'16" east, 19.47 feet;
north 32 deg. 41'12" east, 118.29 feet;
north 05 deg. 07'37" east, 68.39 feet;
north 13 deg. 50'12" west, 52.92 feet;
north 24 deg. 28'21" west, 29.47 feet;
north 38 deg. 18'03" west, 36.76 feet;
north 51 deg. 19'05" west, 25.64 feet;
north 58 deg. 14'06" west, 23.93; feet
north 73 deg. 29'17" west, 125.76 feet
to the TRUE POINT OF BEGINNlNG.
Contains 2.00 acres more or less.
Parcel B
Commencing at that certain point described as Comer Number 14 of G.E. Sherer Map, County
Surveyor File No. 1780; thence south 14 deg. 36'11" east, 1293.59 feet to the TRUE POINT OF
BEGINNING; thence along the following courses and lengths;
south 68 deg. 11'14" west, 35.07 feet;
south 21 deg. 45'24" east, 13.28 feet;
south 68 deg. 11'14" west, 14.70 feet;
south 21 deg. 45'24" east, 85.06 feet;
north 68 deg. 11'14" east, 60.49 feet;
north 21 deg. 45'24" west, 53.77 feet;
north 78 deg. 02'21" west, 12.90 feet;
north 21 deg. 45'24" west, 37.40 feet;
to the TRUE POINT OF BEGINNING.
Containing 0.12 acres more or less.
Parcel C
Exh. "A"
SB2003:2151.1
Commencing at that certain point described as Corner Number 14 of G.E. Sherer Map, County
Surveyor File No. 1780; thence south 19 deg. 43'26" east, 2615.47 feet to the TRUE POINT OF
BEGINNING; thence along the following courses and lengths;
south 64 deg. 41'43" west, 15.45 feet;
south 22 deg. 23'28" east, 67.92 feet;
north 66 deg. 42'41" east, 55.25 feet;
north 23 deg. 36'26" west, 40.63 feet;
north 77 deg. 26'45" west, 47.51 feet
to the TRUE POINT OF BEGINNING.
Contains 0.07 acres more or less.
Parcel D
Commencing at that certain point described as Corner Number 14 of G.E. Sherer Map, County
Surveyor File No. 1780; thence south 69 deg. 38'44" west, 1681.50 feet to the TRUE POINT OF
BEGINNING; thence north 35 deg. 48'19" west, 130.48 feet to a point on a non-tangent curve,
concave southerly, a radial to said point bears north 20 deg. 31'50" west; thence 142.48 feet
along said curve, having a radius of900 feet and a central angle of9 deg. 04'14"; thence north
78 deg. 32'24" east, 188.02 feet; thence 30.66 feet along a tangent curve, concave northeasterly,
having a radius of 1100 feet and a central angle of 1 deg. 35'50" to a point on a non-tangent
curve, concave southeasterly, a radial to said point bears north 30 deg. 3'58" west; thence
southwesterly 175.52 feet along said curve, having a radius of 2050 feet and a central angle of 5
deg. 54'21"; thence south 54 deg. 11'41" west, 158.01 feet to the TRUE POINT OF
BEGINNING.
Contains 0.51 acres more or less.
This legal description was prepared
by me or under my direction in
conformance with the Land Surveyor's Act.
David B. Ragland, L.S. 5173 Date
License Expires June 30, 2005
Exh. "A"
SB2003:2151.1
EXHIBIT "A-I"
REQUIRED BUILDING STANDARDS
STREETSCAPE
o Mixture of one and two-story homes, with no two identical homes being
contiguous
o All 2 story homes will have at least 4 or 5 bedrooms
o All homes will have at least 2 \12 baths
o All one story homes will have at least 3 or 4 bedrooms
o A minimum of one out of ten garages (except in a cul-de-sac) will not face the
street
o The mixture of one and two story homes will produce multiple floor plans and a
variety of elevations
o Homes will contain a minimum of 2, 400 square feet of floor area (excluding
garage)
o Perimeter walls on homes bordering main public thorough fares
o Brick and stone accents on a minimum of 60% of selected elevations
o Complete front yard landscaping including automatic sprinklers
o Two 1 % "caliber trees (trees at least I % inches in diameter 6 inches from the
base) per home site to be located in the Parkway on lots with 60' frontage or more
o Varied front set-backs
o All roofs will have vertical and horizontal articulation
o Articulation and massing of structures will be balanced throughout the community
o Careful attention will be paid to ensure that material changes will only occur at
changes in plane
o Reverse building plans will be employed
o Underground utilities
DISTINCTIVE EXTERIOR FEATURES
o Fire-resistant concrete tile roofs in multiple styles and colors
o Sectional roll-up garage doors consistent with architectural style of home
o Garage interior will be finished with dry wall
o Multiple panel front entry door with security viewer
o Brass front door hardware
o Gas stub outlet in backyard for barbecue
o Eave-mounted power receptacle
o Designer lighting at entry and garage
D All garages will have a single story mass at front
o Garage doors will appear to be set into the walls and will vary with architectural
style
INTERIOR DETAILING
Exh. "A-I"
882003:2151.1
o Rounded drywall comers throughout
o Ceramic tile (or better) entries
o Plush carpeting throughout living areas, bedrooms, closets, hallways, and dressing
areas
o Family room with fireplace
o Family room media niche
o Minimum 9 foot ceilings in entry way and living room.
o Decorator-selected light fixtures
o Interior raised panel doors
o Inside laundry rooms
o Decorative framing baseboards where appropriate
o Contemporary recessed lights in varying locations
o Wiring for cable TV in family room and master bedroom
o Wet Bar in 25% of homes
o Interior fire sprinklers
o Whisper light switches
o Crown molding in family room and/or den
o All homes will have intercoms
o Pre wired for Security
CONTEMPORARY KITCHEN FEATURES
o Wood cabinetry with white laminate interiors
o Smooth glide adjustable shelves and recessed panel doors
o Under- cabinet lighting
o Each kitchen will have a breakfast nook
o Hand-set 6" tile countertops (or better) with 6" backsplash near cook top
o Built-in appliances including:
Self-cleaning double-oven
Food waste processor
Built-in microwave/hood combo
Energy-saving multi-cycle Dishwasher
o Large walk-in pantry
LUXURIOUS MASTER SUITES
o Volume ceiling in master bedroom
o Cultured marble countertops or better
o Lavish master bath with double sinks, separate shower and designer tub
:J Spacious walk-in closet with shelving
[] Private water closet
o Coffee Bar and Microwave in 25% of homes
SECONDARY BATHROOMS
o Cultured marble countertops or better
Exh. "A-I"
SB2003:2151.1
CJ Designer bathroom fixtures
CJ Dual sinks (upstairs) with shower areas
CJ Private water closet
ENERGY-SAVING FEATURES
CJ Central heating and air conditioning
CJ Energy-efficient thermostats
CJ Dual-paned, vinyl framed windows with energy efficient Low E glass
CJ Energy-saving weather stripping on all exterior doors
CJ Time-controlled thermostat for each home
CJ Pilot-less ignition on all gas appliances
OFFERED IN SOME MODELS
CJ Master Suite with fireplace and seating area
CJ Balcony or viewing deck
CJ Executive Retreat
CJ Private Guest Suite
Exh. "A-I"
SB2003:2151.1
EXHIBIT "B"
DESCRIPTION OF PROJECT
AND
SCOPE OF DEVELOPMENT
The Project consists of a phased residential development with a minimum of 155 detached single
family homes, each with a minimum lot size of 1 0,800 sq ft. The development will also include
approximately 20 acres of parks, trails and natural areas. Initially the entire Project site will be
graded and drainage systems (as appropriate to the development strategy) will be established.
Thereafter, homes will be constructed in groups of 50 - 100 until the Project is completed.
Exh. "B" - 1
EXHIBIT "C"
TENTATIVE TRACT MAP
Exh. "C"-1
882003:2151.1
EXHIBIT "D"
PROMISSORY NOTE
PROMISSORY NOTE
SECURED BY DEED OF TRUST
Dated: , 2003
$
NOTICE TO MAKER:
THIS NOTE CONTAINS PROVISIONS
THAT RESULT IN A
BALLOON PAYMENT AT MATURITY
FOR VALUE RECEIVED, the undersigned
(collectively, "Maker"), hereby promise to pay to the order of Redevelopment Agency of the
City of San Bernardino ("Lender"), at 201 North "E" Street, Suite 301, San Bernardino,
California 9240 I or at such other place as the holder hereof from time to time may designate in
writing, the principal sum of and Noll 00 Dollars ($ ),
in lawful money ofthe United States of America, together with interest thereon at the per annum
rate and payable as set forth below.
Interest shall accrue on the outstanding principal balance under this Promissory
Note Secured by Deed of Trust (this "Note") at a variable rate equal to two percent (2%) over the
LIBOR (London Interbank Offering Rate) rate in effect from month to month. Interest only shall
be payable quarterly in arrears on September 30, December 31, March 31 and June 30 of each
year that the principal amount of the Promissory Note remains outstanding commencing
If any payment is due for a period less than a full calendar month, then such
payment shall be prorated for the actual number of days based upon a thirty (30) day calendar
month.
All outstanding principal and unpaid interest shall be due and payable on
("Maturity Date").
All payments on account of the indebtedness evidenced by this Note shall be paid
without any setoff and shall be first applied to the payment of interest and other costs and
charges due in connection with this Note, as Lender may determine in its sole discretion; and the
balance shall be applied toward the reduction of the principal sum.
Exh. "C" - 2
SB2003:21S1.1
Interest shall be computed on the balance remaining unpaid from time to time
hereunder on the basis of a three hundred sixty (360) day year billed upon the exact number of
days elapsed between each monthly payment.
This Note and the loan evidenced hereby is secured by, among other things, that
certain Senior Deed of Trust, Assignment of Rents, Security Agreement, Financing Statement
and Fixture Filing dated as of the date hereof, by Maker, as trustor, in favor of Lender, as
beneficiary (the "Deed of Trust").
Upon final payment of all amounts of principal, interest and other sums due
hereunder, this Note shall be deemed paid in full, and Lender shall cause the "Property" (as
defined in the Deed of Trust) to be reconveyed from the lien of the Deed of Trust.
The principal balance of this Note may be prepaid, in whole or part , at any time.
If any installment of principal or interest due shall become overdue for a period in
excess of five (5) days, Maker shall pay to the holder hereof a "late charge" equal to four percent
(4%) of the overdue payment or Five Dollars ($5.00), whichever is greater.
If any payment of principal or interest is not made when due under this Note, or if
any Event of Default has occurred and is continuing under this Note,or the Deed of Trust the
entire principal balance and all outstanding interest then accrued, shall, at the option of Lender,
become immediately due and payable without demand or notice, and whether or not Lender has
exercised said option, interest shall accrue on the entire unpaid balance and outstanding accrued
interest under this Note, at a rate equal to the maximum amount allowed by applicable law until
fully paid.
AND IT IS HEREBY EXPRESSLY AGREED by Maker that time is of the
essence hereof, and that if any Event of Default occurs and is continuing:
(a) The holder hereof may, at its sole option declare the entire unpaid
balance of said principal sum, with interest accrued thereon and all other sums due from
Maker hereunder under this Note and under the Deed of Trust, to be immediately due and
payable; and
(b) The holder hereof may, in addition, pursue each and every other
right, remedy and power under this Note and the Deed of Trust and all other instruments
related hereto and thereto and at law and in equity.
The term "Event of DefauIt" shall mean the following:
(a)
due hereunder.
The failure to pay, within five (5) days of the due date, any amount
(b) The failure to perform any obligation other than the payment of
amounts due hereunder, within thirty (30) days of the due date, provided, however, that
such failure to perform shall not be a default hereunder if Maker commences to cure,
Exh. "D" - 2
SB2Q03:21S1.1
correct or remedy such failure of performance within thirty (30) days of such failure and
diligently and continuously prosecute such cure, correction or remedy to completion.
(c) The occurrence of any Event of Default under the Deed of Trust
or any other instrument evidencing or securing the loan evidenced hereby which Event
of Default extends beyond any applicable grace or cure period.
Maker waives presentment for payment, demand, notice of nonpayment, notice of
dishonor, protest of any dishonor, notice of protest and protest of this Note and all other notices
in connection with the delivery, acceptance, performance, default or enforcement of the payment
of this Note and agrees that the liability shall be joint, several and unconditional and without
regard to the liability of any other party and shall not be in any manner affected by any
indulgence, extension of time, renewal, waiver or modification granted or consented to by the
holder hereof; and Maker consents to every extension of time, renewal, waiver or modification
that may be granted by any holder hereof with respect to the payment or other provisions of this
Note, and to the release of any collateral given to secure the payment hereof, or any part thereof,
with or without substitution, and agree that additional makers or guarantors or endorsers may
become parties hereto without notice to Maker.
No holder hereof shall, by any act of omission or commission, be deemed to
waive any of its rights, remedies or powers hereunder or otherwise unless such waiver is in
writing and signed by the holder hereof, and then only to the extent specifically set forth herein.
A waiver of one event of default shall not be construed as continuing or as a bar to or waiver of
such right, remedy or power on a subsequent event of default.
If this Note is placed in the hands of any attorney for collection by civil action or
otherwise, or to enforce its collection or to protect any security for its payment, Maker shall pay
all costs of collection and litigation together with reasonable attorneys' fees and costs if it is not
the prevailing party in such action.
It is expressly stipulated and agreed to be the intent of Maker and Lender at all
times to comply with applicable state law and that this section shall control every other covenant
and agreement in this Note. If the applicable law (state or federal) is ever judicially interpreted
so as to render usurious any amount called for under this Note, or contracted for, charged, taken,
reserved, or received with respect to the debt evidenced hereby, or if Lender's exercise of the
option to accelerate the Maturity Date, or if any prepayment by Maker results in Maker having
paid any interest in excess of that permitted by applicable law, then it is Lender's express intent
that all excess amounts theretofore collected by Lender shall be credited on the principal balance
of this Note and the provisions of this Note immediately be deemed reformed and the amounts
thereafter collectible hereunder and thereunder reduced, without the necessity of the execution of
any new documents, so as to comply with the applicable law, but so as to permit the recovery of
the fullest amount otherwise called for hereunder or thereunder. All sums paid or agreed to be
paid to Lender for the use, forbearance, or detention of the debt evidenced hereby shall, to the
extent permitted by applicable law, be amortized, prorated, allocated, and spread throughout the
full stated term of the Note until payment in full of the debt so that the rate or amount of interest
on account of the debt does not exceed the maximum lawful rate from time to time in effect and
applicable to the debt for so long as the debt is outstanding.
Exh. "D" - 3
SB2003:2151.1
The validity and interpretation of this Note shall be governed by the laws of
California.
Notices to be given hereunder shall be given in accordance with, and as provided
under, the Deed of Trust.
IN WITNESS WHEREOF, Maker does hereby execute this Note as of the date
first written above.
MAKER:
Exh. "D" - 4
SB2003:2151.1
EXHIBIT "E"
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
Redevelopment Agency of the City
of San Bernardino
201 North "E" Street, Ste. 301
San Bernardino, California 92401
DEED OF TRUST, ASSIGNMENT OF LEASES AND RENTS,
FIXTURE FILING AND SECURITY AGREEMENT
THIS DEED OF TRUST, ASSIGNMENT OF LEASES AND RENTS,
FIXTURE FILING AND SECURITY AGREEMENT ("Deed of Trust") is made as of
_, 2003, by , a
(hereinafter referred to as "Trustor"), whose address is c/o J.R. Watson & Associates
Development Co., 101 Main Street, Suite A, Seal Beach, California 90740, to Chicago Title
Insurance Company, whose address is (hereinafter referred to as
"Trustee"), for the benefit of Redevelopment Agency of the City of San Bernardino, a public
body corporate and politic (herein called "Beneficiary"), whose address is 201 North "E" Street,
Ste. 301, San Bernardino, California 9240t
Trustor irrevocably grants, transfers and assigns to Trustee in trust, with power of
sale, all that property, including all improvements thereon and all easements and rights of way
used in connection therewith or as a means of access thereto, located in the City of San
Bernardino, County of San Bernardino, State of California, and more particularly described in
Exhibit "A" hereto and by this reference incorporated herein (the "Property"), together with the
rents, issues and profits thereof, subject however to the right reserved by Trustor herein to collect
and apply such rents, issues and profits prior to any default hereunder, for the purpose of
securing performance in a timely manner of Trustor's obligation to pay to Beneficiary
Dollars ($ ), as evidenced by that certain
Promissory Note dated ,2003 (the "Promissory Note") executed by the Trustor
and delivered to the Beneficiary in connection with a loan of Dollars
($ ) (the "Loan") made to the Trustor and the City by the Beneficiary pursuant to
that certain Disposition and Development Agreement dated as of , 2003 (the
"DDA") by and between the Trustor and the Beneficiary.
To protect the security of this Deed of Trust, Trustor agrees:
I. Trustor's Covenant of Payment. Trustor shall perform all of its obligations
under the DDA, the Promissory Note and this Deed of Trust when due, without excuse or delay
of any kind whatsoever, except as expressly provided herein or therein, and Trustor shall pay the
Exh. "E"-I
882003:2151.1
Loan and all other debts and monies secured by this Deed of Trust when due, without set off or
deduction of any kind.
2. Trustor's Warranties of Title. Trustor warrants to Beneficiary that it is the sole
holder of fee simple absolute title to all of the Property and that said title is marketable and free
from any lien or encumbrance, except as otherwise provided in this section, or approved in
writing by Beneficiary, and the liens imposed by law for nondelinquent real property taxes and
assessments. Trustor further covenants and agrees as follows: that Trustor will keep the Property
free from all liens of any kind, including, without limitation, statutory and governmental; that no
lien superior or junior to this Deed of Trust will be created or suffered to be created by Trustor
during the life of this Deed of Trust without Beneficiary'S prior written consent; that Trustor has
good right to make this Deed of Trust and the person or persons executing this Deed of Trust on
behalf of Trustor has or have the authority to do so; and that Trustor will forever warrant and
defend Beneficiary'S interest in the Property against every person, whomsoever, claiming any
right or interest in the Property or any part thereof.
3. Trustor's Right to Contest Statutory Liens. As used herein the words
"mechanic's lien" and "materialman's lien" mean and include a stop notice as this term is defined
in California Civil Code Section 3179, et seq. The filing of a mechanic's or materialman's lien
against the Property or a stop notice against the Trustor or the Beneficiary and/or funds held by
or owed to the Trustor for the improvement of the Property shall not constitute a default
hereunder, if and so long as (a) no defaults exist under the DDA, this Deed of Trust or the
Promissory Note; (b) within fifteen (IS) days after filing of such lien, Trustor obtains and
maintains in effect a bond issued by a California admitted surety acceptable to Beneficiary in an
amount not less than the entire sum alleged to be owed to the lien claimant or such other amount
as is required to obtain a court order to release said lien of record; (c) Trustor provides to
Beneficiary and pays for an endorsement to Beneficiary's title insurance policy, in a form
satisfactory to Beneficiary, which insures the priority of this Deed of Trust over the lien being
contested; (d) Trustor immediately commences its contest of such lien and continuously pursues
the same in good faith and with due diligence; (e) such bond or contest stays the foreclosure of
the lien; and (t) Trustor pays in full any judgment rendered for the lien claimant within ten (10)
days following entry of any such judgment.
4. RESERVED
5. Maintenance and Inspection of Improvements. Trustor shall maintain the
buildings and other improvements now or hereafter located on the Property in a first class
condition and state of repair. Trustor shall not commit or suffer any waste; shall promptly
comply with all requirements of federal, state and municipal authorities and all other laws,
ordinances, regulations, covenants, conditions and restrictions respecting the Property or the use
thereof; and shall pay all fees or charges of any kind in connection therewith.
6. Construction and Repairs. Trustor shall complete or restore promptly and in a
good and workmanlike manner any building or improvement that may be constructed, damaged
or destroyed on the Property, and pay when due all costs incurred therefor.
Exh. "E" - 2
SB2003:2151.1
7. RESERVED
8. Comoliance With Laws. Trustor shall comply with all statutes, laws,
ordinances and regulations which now or hereafter pertain to the construction, repair, condition,
use and occupancy of the Property, including, without limitation, all environmental, subdivision,
zoning, building code, fire, occupational, health, safety, occupancy and other similar or
dissimilar statutes, and shall not permit any tenant or other occupant to violate the same. If any
statute or order of any court of competent jurisdiction requires any correction, alteration or
retrofitting of any improvements on or related to the Property, Trustor shall promptly undertake
the required repairs and restoration and complete the same with due diligence at its sole cost and
expense.
9. Environmental Covenants. Reoresentations. Warranties and Indemnitv.
(a) Trustor will not use any Hazardous Materials (as defined herein below) in
the construction of any improvements on or about the Property.
(b) RESERVED
(c) Trustor agrees to submit from time to time, if requested by Beneficiary, a
report, satisfactory to Beneficiary, certifying that the Property is not now being used nor has it
ever been used for any Environmental Activities. Beneficiary reserves the right, in its reasonable
discretion, to retain, at Trustor's expense, an independent professional consultant to review any
report prepared by Trustor and/or to conduct its own investigation of the Property for Hazardous
Materials. Trustor hereby grants to Beneficiary, its agents, employees, consultants and
contractors the right to enter upon the Property to perform such tests as are reasonably necessary
to conduct such a review and/or investigation.
(d) Upon the discovery by Trustor of any event or situation which would
render any of the representations or warranties contained in subparagraph 9(g) hereof inaccurate
in any respect, ifmade at the time of such discovery, Trustor shall promptly notify Beneficiary of
such event or situation and, within thirty (30) days after such discovery, submit to Beneficiary a
preliminary written environmental plan setting forth a general description of such event or
situation and the action that Trustor proposes to take with respect thereto. Within sixty (60) days
after such discovery, Trustor shall submit to Beneficiary a final written environmental report,
setting forth a detailed description of such event or situation and the action that Trustor proposes
to take with respect thereto, including, without limitation, any proposed corrective work, the
estimated cost and time of completion, the name of the contractor and a copy of the construction
contract, if any, and such additional data, instruments, documents, agreements or other materials
or information as Beneficiary may reasonably request. The plan shall be subject to Beneficiary's
written approval, which approval may be granted or withheld in Beneficiary's sole but reasonable
discretion. Beneficiary shall notify Trustor in writing of its approval or disapproval of the final
plan within fifteen (15) days after receipt thereof by Beneficiary. If Beneficiary disapproves the
plan, Beneficiary'S notice to Trustor of such disapproval shall include a brief explanation of the
reasons therefor. Trustor shall submit to Beneficiary a revised final written environmental plan
Exh. "E" - 3
SB2003:2151.1
that remedies the defects identified by Beneficiary as reasons for Beneficiary's disapproval of the
previous plan. If Trustor fails to submit a revised plan to Beneficiary within said thirty (30) day
period, or if such revised plan is submitted to Beneficiary and Beneficiary disapproves said plan,
such failure or disapproval shall, at Beneficiary's option and upon notice to Trustor, constitute an
"Event of Default" hereunder. If Beneficiary does not notify Trustor of its approval or
disapproval of the final plan or any revisions thereof within the fifteen (15) day period described
above, Trustor shall provide written notice to Beneficiary of Beneficiary's failure to respond, at
which time Beneficiary shall have an additional forty-five (45) days after receipt of such notice
from Trustor to notify Trustor of its approval or disapproval of the final plan within said
additional forty-five (45) day period. If Beneficiary fails to notify Trustor of its disapproval or
approval of said plan within said forty-five (45) day period the plan shall be deemed approved.
Once any such plan is approved in writing or deemed approved by Beneficiary, Trustor shall
promptly commence all action necessary to implement such plan and to comply with any
requirements or conditions imposed by Beneficiary, and shall diligently and continuously pursue
such action to completion in strict accordance with the terms of said plan. The rights of
Beneficiary with respect to the approval or disapproval of the environmental plan set forth herein
and the actions of Beneficiary pursuant to such rights are not intended to, and shall not, in and of
themselves, confer on Beneficiary a right to manage, operate or control the Property on a
continuing basis following the discovery of the event(s) or occurrence(s) described in this
subparagraph 9( d).
(e) Trustor agrees to submit from time to time, ifrequested by Beneficiary, a
report, satisfactory to Beneficiary, specifying any activities involving, directly or indirectly, the
use, generation, treatment, storage or disposal of any Hazardous Materials on the Property.
Beneficiary reserves the right, in its sole and reasonable discretion, to retain, at Trustor's
expense, an independent professional consultant to review any report prepared by Trustor and/or
to conduct its own investigation of the Property. Trustor hereby grants to Beneficiary, its agent,
employees, consultants and contractors the right to enter upon the Property and to perform such
tests as Beneficiary deems are necessary to conduct such a review and/or investigation.
Beneficiary shall hold in confidence any report delivered by Trustor to Beneficiary pursuant to
this Section 9, except for disclosure to (a) any consultant(s) hired by Beneficiary to review said
report, (b) legal counsel, accountants and other professional advisors to Beneficiary, (c)
regulatory officials having jurisdiction over Beneficiary who may request said report, (d) as
required by any federal, state, county, regional or local authority or law, rule, regulation or
ordinance, (e) as required in connection with any legal proceeding, and (f) any financial
institution in connection with a disposition or proposed disposition of all or part of Beneficiary's
or any participant's interests hereunder.
"Hazardous Materials" as used in this Deed of Trust shall mean any hazardous or
toxic materials, pollutants, effluents, contaminants, radioactive materials, flammable explosives,
chemicals known to cause cancer or reproductive toxicity, emissions or wastes and any other
chemical, material or substance, the handling, storage, release, transportation, or disposal of
which is or becomes prohibited, limited or regulated by any federal, state, county, regional or
local authority or which, even if not so regulated, is or becomes known to pose a hazard to the
health and safety of the occupants of the Property including, without limitation, (i) asbestos, (ii)
petroleum and petroleum by-products, (iii) urea formaldehyde foam insulation, (iv)
Exh. "E" - 4
882003:2151.1
polychlorinated biphenyls, (v) all substances now or hereafter designated as "hazardous
substances," "hazardous materials" or "toxic substances" pursuant to the Comprehensive
Environmental Response, Compensation and Liability Act of 1980 ("CERCLA"), 42 D.S.C.
Section 9601 et seq., as amended by the Superfund Amendments and Reauthorization Act of
1986 ("SARA"), the Federal Water Pollution Control Act, 33 D.S.C. Section 1251 et seq. the
Clean Air Act, 42 D.S.C. Section 7401 et seq., the Hazardous Materials Transportation Act, 49
U.S.C. Section 1801 et seq., or the Resource, Conservation and Recovery Act, 42 D.S.C. Section
6901 et seq.; (vi) all substances now or hereafter designated as "hazardous wastes" in Section
25117 of the California Health & Safety Code or as "hazardous substances" in Section 253 16 of
the California Health & Safety Code; (vii) all substances now or hereafter designated by the
Governor of the State of California pursuant to the Safe Drinking Water and Toxic Enforcement
Act of 1986 as being known to cause cancer or reproductive toxicity, or (viii) all substances now
or hereafter designated as "hazardous substances," "hazardous materials" or "toxic substances"
under any other federal, state or local laws or in any regulations adopted and publications
promulgated pursuant to said laws.
"Environmental Laws" as used herein shall mean all laws, rules, regulations and
ordinances relating to Hazardous Materials, including, but not limited to, those relating to soil
and groundwater conditions and those statutes referred to in the definition of Hazardous
Materials set forth hereinabove.
"Environmental Activities" as used herein shall mean the use, generation,
transportation, treatment, storage or disposal of any Hazardous Materials at any time located on
or present on, under or about the Property.
(f) Trustor hereby agrees, at its sole cost and expense, to indemnify, protect,
hold harmless and defend (with counsel of Beneficiary's choice), Beneficiary, its successors and
assignees, and the officials, officers, agents, attorneys and employees of each of them
(individually, each an "Indemnitee", and collectively, the "Indemnitees") from and against any
and all claims, demands, damages, losses, liabilities, obligations, penalties, fines, actions, causes
of action, judgments, suits, proceedings, costs, disbursements and expenses (including, without
limitation, reasonable attorneys' and experts' reasonable fees, disbursements and costs) of any
kind or of any nature whatsoever (collectively, "Claims") which may at any time be imposed
upon, incurred or suffered by, or asserted or awarded against, any Indemnitee directly or
indirectly relating to or arising from any of the following "Environmental Matters," but
excluding any Claims arising solely from the gross negligence or willful misconduct of
Beneficiary:
(i) Any past, present or future presence of any Hazardous Materials
on, in, under or affecting all or any portion of the Property or on, in, under or affecting all
or any portion of any property adjacent or proximate to the Property, if such Hazardous
Materials originated or allegedly originated on or from the Property;
(ii) Any past, present or future storage, holding, handling, release,
threatened release, discharge, generation, leak, abatement, removal or transportation of
any Hazardous Materials on, in, under or from the Property or any portion thereof,
Exh. "E" - 5
SB2003:2151.1
(iii) The failure of Trustor to comply with any and all laws, rules,
regulations, judgments, orders, permits, licenses, agreements, covenants, restrictions,
requirements or the like now or hereafter relating to or governing in any way the
environmental condition of the Property or the presence of Hazardous Materials on, in,
under or affecting all or any portion of the Property including, without limitation, all
Environmental Laws;
(iv) The failure of Trustor to properly complete, obtain, submit and/or
file any and all notices, permits, licenses, authorizations, covenants, and the like relative
to any of the Environmental Matters described herein in connection with the Property or
the ownership, use, operation or enjoyment thereof,
(v) The extraction, removal, containment, transportation or disposal
of any and all Hazardous Materials from any portion of the Property or any other
property adjacent or proximate to the Property, if such Hazardous Materials originated or
allegedly originated on or from the Property;
(vi) Any past, present or future presence, permIttmg, operation,
closure, abandonment or removal from the Property of any storage tank that at any time
contains or contained any Hazardous Materials and is or was located on, in or under the
Property or any portion thereof;
(vii) The implementation and enforcement of any monitoring,
notification or other precautionary measures that may at any time become necessary to
protect against the release or discharge of Hazardous Materials on, in, under or affecting
the Property or into the air, any body of water, any other public domain or any property
adj acent or proximate to the Property;
(viii) Any failure of any Hazardous Materials generated or moved from
the Property to be removed, contained, transported or disposed of in compliance with all
applicable Environmental Laws; or
(ix) Any breach by Trustor of any of its covenants, representations or
warranties regarding Environmental Matters contained in this Deed of Trust.
The indemnity contained herein shall terminate and be of no further force
and effect, ifno Claim is pending, upon the repayment of the Loan in accordance with its terms.
(g) Trustor hereby represents and warrants as follows to the best of its
knowledge:
(i) The Property is not and has not been a site for the use, generation,
manufacture, storage, treatment, release, threatened release, discharge, disposal, or
transportation of any Hazardous Materials;
(ii) The Property is in compliance with all Environmental Laws;
Exh. "E" - 6
582003:2151.1
(iii) Trustor has not received any written notice of claims or actions
(collectively, "Hazardous Materials Claims") pending or threatened against Trustor or any
previous owner or user of the Property (and relating to Trustor's and/or such previous
owner's or user's ownership of the Property), by any governmental entity or agency or
any other person or entity and relating to Hazardous Materials or pursuant to
Environmental Laws; and
(iv) Trustor has not received any written notice (i) pursuant to which the
Property has been designated as "border zone property" under the provisions of California
Health and Safety Code Sections 25220 et seq., or any regulation adopted in accordance
therewith, (ii) of a hearing at which the Property will be considered for designation as
"border zone property," or (iii) of an occurrence or condition on any real property
adjoining or in the vicinity of the Property that could cause the Property or any part
thereof to be designated as "border zone property."
The foregoing shall constitute environmental provIsIOns for purposes of
California Code of Civil Procedure Section 736.
10. Insurance.
10.1. Casualtv Insurance. Trustor shall at all times keep the Property insured
for the benefit of Trustee and Beneficiary as follows, despite governmental requirements that
may detrimentally affect Trustor's ability to obtain or may materially increase the cost of such
msurance coverage:
10.1.1. Against damage or loss by fire and such other hazards (including
lightning, windstorm, hail, explosion, riot, acts of striking employees, civil commotion,
vandalism, malicious mischief, aircraft, vehicle, and smoke) as are covered by the broadest form
of extended coverage endorsement available from time to time, in an amount not less than the
full insurable value (as defined in section 10.9) of the Property, with a deductible amount not to
exceed an amount reasonably satisfactory to Beneficiary;
10.1.2. Rent or business interruption or use and occupancy insurance on such
basis and in such amounts and with such deductibles as are satisfactory to Beneficiary;
10.1.3. Against damage or loss by flood, if the Property is located in an area
identified by the Secretary of Housing and Urban Development or any successor or other
appropriate authority (governmental or private) as an area having special flood hazards and in
which flood insurance is available under the National Flood Insurance Act of 1968 or the Flood
Disaster Protection Act of 1973, as amended, modified, supplemented, or replaced from time to
time, on such basis and in such amounts as Beneficiary may require;
10.1.4. Against damage or loss from (a) sprinkler system leakage and (b) boilers,
boiler tanks, heating and air conditioning equipment, pressure vessels, auxiliary piping, and
similar apparatus, on such basis and in such amounts as Beneficiary may require;
Exh. "E" - 7
882003:2151.1
10.1.5. During any alteration, construction, or replacement of improvements on
the Property, or any substantial portion thereof, a Builder's All Risk policy with extended
coverage with course of construction and completed value endorsements, for an amount at least
equal to the full insurable value of the improvements on the Property, and workers'
compensation, in statutory amounts, with provision for replacement with the coverage described
in Section 4.1, without gaps or lapsed coverage, for any completed portion of improvements on
the Property; and
10.1.6. RESERVED
10.2. Liabilitv Insurance. Trustor shall procure and maintain workers'
compensation insurance for Trustor's employees and comprehensive general liability insurance
covering Trustor, Trustee, and Beneficiary against claims for bodily injury or death or for
damage occurring in, on, about, or resulting from the Property, or any street, drive, sidewalk,
curb, or passageway adjacent to it, in standard form and with such insurance company or
companies and in an amount of at least $2,000,000 combined single limit, or such greater amount
as Beneficiary may require, which insurance shall include completed operations, product
liability, and blanket contractual liability coverage that insures contractual liability under the
indemnifications set forth in this Deed of Trust (but such coverage or its amount shall in no way
limit such indemnification).
10.3. Other Insurance. Trustor shall procure and maintain such other insurance
or such additional amounts of insurance, covering Trustor and the Property, as (a) may be
required by the terms of any construction contract for any improvements on the Property or by
any governmental authority, other than Beneficiary or (b) may be reasonably required by
Beneficiary from time to time.
10.4. Form of Policies. All insurance required under this Section 10 shall be
fully paid for and nonassessable. The policies shall contain such provisions, endorsements, and
expiration dates as Beneficiary from time to time reasonably requests and shall be in such form
and amounts, and be issued by such insurance companies doing business in the State of
California, as Beneficiary shall approve in Beneficiary's reasonable discretion. Unless otherwise
expressly approved in writing by Beneficiary, each insurer shall have a Best Rating of Class A,
Category VIII, or better. All policies shall (a) contain a waiver of subrogation endorsement; (b)
provide that the policy will not lapse or be canceled, amended, or materially altered (including
by reduction in the scope or limits of coverage) without at least 30 days' prior written notice to
Beneficiary; (c) with the exception of the comprehensive general liability policy, contain a
mortgagee's endorsement (438 BFU Endorsement or equivalent), and name Beneficiary and
Trustee as insureds; and (d) include such deductibles as Beneficiary may approve. If a policy
required under this paragraph contains a co-insurance or overage clause, the policy shall include
a stipulated value or agreed amount endorsement acceptable to Beneficiary.
10.5. Duolicate Originals or Certificates. Duplicate original policies evidencing
the insurance required under this Section 10 and any additional insurance that may be purchased
on the Property by or on behalf of Trustor shall be deposited with and held by Beneficiary and,
in addition, Trustor shall deliver to Beneficiary (a) receipts evidencing payment of all premiums
Exh. "E" - 8
882003:2151.1
on the policies and (b) duplicate original renewal policies or a binder with evidence satisfactory
to Beneficiary of payment of all premiums at least 30 days before the policy expires. In lieu of
the duplicate original policies to be delivered to Beneficiary under this Section 4.5, Trustor may
deliver an underlier of any blanket policy, and Trustor may also deliver original certificates from
the issuing insurance company, evidencing that such policies are in full force and effect and
containing information that, in Beneficiary's reasonable judgment, is sufficient to allow
Beneficiary to ascertain whether such policies comply with the requirements of this Section 10.
10.6. RESERVED
10.7. No Separate Insurance. Trustor shall not carry separate or additional
insurance concurrent in form or contributing in the event of loss with that required under this
Section 10, unless endorsed in favor of Trustee and Beneficiary, as required by this Section 10
and otherwise approved by Beneficiary in all respects.
10.8. Transfer of Title. In the event of foreclosure of this Deed of Trust or other
transfer of title or assignment of the Property in extinguishment, in whole or in part, of the
Trustor's obligation to repay the Loan, all right, title, and interest of Trustor in and to all
insurance policies required under this Section 10 or otherwise then in force with respect to the
Property and all proceeds payable under, and unearned premiums on, such policies shall
immediately vest in the purchaser or other transferee of the Property.
10.9. Replacement Cost. For purposes of this Section 10, the term "full
insurable value" means the actual cost ofreplacing the Property in question, without allowing for
depreciation, as calculated from time to time (but not more often than once every calendar year)
by the insurance company or companies holding such insurance or, at Beneficiary's request, by
appraisal made by an appraiser, engineer, architect, or contractor proposed by Trustor and
approved by said insurance company or companies and Beneficiary. Trustor shall pay the
reasonable cost of such appraisal.
10.10. Approval Not Warrantv. No approval by Beneficiary of any insurer may
be construed to be a representation, certification, or warranty of its solvency and no approval by
Beneficiary as to the amount, type, or form of any insurance may be construed to be a
representation, certification, or warranty of its sufficiency.
10.11. Beneficiary's Right To Obtain. Trustor shall deliver to Beneficiary
original policies or certificates evidencing such insurance at least 30 days before the existing
policies expire. If any such policy is not so delivered to Beneficiary or if any such policy is
canceled, whether or not Beneficiary has the policy in its possession, and no reinstatement or
replacement policy is received before termination of insurance, Beneficiary, without notice to or
demand on Trustor, may (but is not obligated to) obtain such insurance insuring only Beneficiary
and Trustee with such company as Beneficiary may deem satisfactory, and pay the premium for
such policies, and the amount of any premium so paid shall be charged to and promptly paid by
Trustor. Trustor acknowledges that, if Beneficiary obtains insurance, it is for the sole benefit of
Beneficiary and Trustee, and Trustor shall not rely on any insurance obtained by Beneficiary to
protect Trustor in any way.
Exh. "E" - 9
SB2003:2151.1
10.12. Dutv To Restore After Casualtv. If any act or occurrence of any kind or
nature (including any casualty for which insurance was not obtained or obtainable) results in
damage to or loss or destruction of the Property, Trustor shall immediately give notice of such
loss or damage to Beneficiary and, if Beneficiary so instructs, shall promptly, at Trustor's sole
cost and expense, regardless of whether any insurance proceeds will be sufficient for the
purpose, commence and continue diligently to completion to restore, repaid, replace, and rebuild
the Property as nearly as possible to its value, condition, and character immediately before the
damage, loss or destruction.
II. Assil,':nment of Insurance and Condemnation Proceeds. Should the Property or
any part or appurtenance thereof or right or interest therein be taken or damaged by reason of any
public or private improvement, condemnation proceeding (including change of grade), fire,
earthquake or other casualty, or in any other manner, Beneficiary or Trustee may, at its option,
commence, appear in and prosecute, in its own name, any action or proceeding, or make any
reasonable compromise or settlement in connection with such taking or damage, and obtain all
compensation, awards or other relief therefor. All compensation, awards, damages, rights of
action and proceeds, including the policies and the proceeds of any policies of insurance
affecting the Property, are hereby assigned to Beneficiary, but no such assignments shall be
effective to invalidate or impair any insurance policy. Trustor further assigns to Beneficiary any
return premiums or other repayments upon any insurance at any time provided for the benefit of
the Beneficiary and all refunds or rebates made of taxes or assessments on the Property, and
Beneficiary may at any time collect said return premiums, repayments, refunds and rebates in the
event of any default by Trustor under the DDA, this Deed of Trust or the Promissory Note. No
insurance proceeds or condemnation awards at any time assigned to or held by Beneficiary shall
be deemed to be held in trust and Beneficiary may commingle such proceeds with its general
assets and shall not be liable for the payment of any interest thereon. Trustor also agrees to
execute such further assignments of any such policies, compensation, award, damages, rebates,
return of premiums, repayments, rights of action and proceeds as Beneficiary or Trustee may
reqUlre.
12. Use ofInsurance Proceeds. After any damage by casualty to the Property,
whether or not required to be insured against under the policies to be provided by Trustor,
Trustor shall give prompt written notice thereof to Beneficiary generally describing the nature
and cause of such casualty and the extent of the damage to or destruction of the Property. Trustor
shall have the obligation to promptly repair the damage, regardless of whether and to the extent
the casualty was covered by an insurance policy. For these purposes, Beneficiary shall make
available to Trustor proceeds of any insurance policy covering the casualty and maintained by
Trustor under and subject to each of the following terms and conditions:
(a) Insurance proceeds which are directly attributable to the damage
(herein the "Proceeds") shall be released to Trustor upon and subject to satisfaction of
each of the following conditions:
(i) There exists no default under the DDA, this Deed of Trust or
the Promissory Note at any time prior to or during the course ofreconstruction;
Exh. "E" - 10
882003:2151.1
SB2Q03:2151.1
(ii) Receipt by Beneficiary of satisfactory written evidence that
any proposed restorations by Trustor will comply with all statutes, ordinances,
regulations, rules, rulings, restrictive covenants, reciprocal easements, leases and
contracts; that all proposed plans and specifications are approved by all required
governmental agencies; and that Trustor has obtained all necessary building and
other permits and approvals for such reconstruction;
(iii) Receipt by Beneficiary of proof reasonably satisfactory to
Beneficiary that there exists and will continue to exist, until the Property is
reasonably expected to be restored and fully occupied, a source of funds sufficient
to pay the Loan as and when due. Such computation shall include Beneficiary's
estimate of the amount necessary to pay all of Trustor's operating expenses and
pay all of the sums due on the Loan over the projected period of reconstruction,
and Beneficiary may require Trustor to establish and fund a holdback account up
to the amount of the difference between the anticipated debt service and operating
expenses of Trustor. In the event of any default under the DDA, this Deed of
Trust, the Promissory Note or any reconstruction requirements, Beneficiary may,
at its option, apply any portion or all of such amounts against accrued interest and
the outstanding amounts due under the Loan;
(iv) Receipt by Beneficiary from Trustor of sufficient cash funds
to cover one hundred percent (100%) of any difference between the estimated
costs of completion, as certified by an architect or engineer approved by
Beneficiary in writing, and the Proceeds, the amount of such difference shall be
paid in cash to Beneficiary with said amount and any interest earned thereon shall
be released to Beneficiary, as necessary, following the exhaustion of available
insurance proceeds, or at such earlier time deemed appropriate by Beneficiary. In
the event of any default under the DDA, this Deed of Trust, the Promissory Note
or any reconstruction requirements, Beneficiary may, at its option, apply any
portion or all of such amounts and interest against the accrued interest and
principal sums outstanding under the Loan;
(v) Receipt by Beneficiary of a certificate executed by Trustor
describing the work to be performed in connection with such restoration and a
certificate by an independent architect or engineer selected or approved by
Beneficiary in writing stating that the work described in the Trustor's certificate is
adequate to restore the Property to substantially the same size, design, quality and
condition as existed prior to the damage. The architect's or engineer's certificate
shall include its estimate of all costs and expenses which will be required to
complete such restorations; and
(vi) Such additional conditions as may reasonably be imposed by
Beneficiary to provide assurance that the Proceeds will be used to restore the
Property to substantially the same condition, to the extent possible, as existed
prior to the damage or taking, including, without limitation, Beneficiary'S prior
Exh. "E" - II
written approval of all permits, plans, specifications and construction contracts for
such restoration.
(b) Beneficiary shall disburse the Proceeds in increments corresponding to
the percentage of completion costs then incurred for labor performed and materials furnished
(which may, at Beneficiary's discretion, be subject to reasonable holdbacks required by
Beneficiary, not exceeding ten percent (10%) of the total estimated cost of completion and which
will be released upon lien-free completion of the restorations in accordance with the
requirements of this Deed of Trust and the expiration of the periods within which any mechanic's
or materialman's lien may be filed). Disbursements shall be conditioned upon Beneficiary's
written confirmation that all of its requirements therefor have been satisfied, including its receipt
of periodic inspection and completion percentage certificates executed by the project architect
approved by Beneficiary in writing, payment acknowledgments and unconditional lien releases,
and such other conditions to periodic disbursements as are customarily imposed by Beneficiary
in connection with its construction loans, no defaults or misrepresentations of Trustor and
Trustor's obtaining all title insurance endorsements, payment and performance bonds, and
builder's risk policies required by Beneficiary. Trustor shall, during the progress of the work,
also submit to the Beneficiary, at periodic intervals not less frequently than monthly, a certificate
satisfactory to Beneficiary furnished by an architect or engineer approved by Beneficiary in
writing showing the cost of labor and materials incorporated into the work during the period
specified in the certificate, which period shall not include any part of the period covered by any
other such certi ficate; and
(c) After completion of the restoration and subject to the conditions herein
stated, and, if Trustor is not then in default under the DDA, this Deed of Trust or the Promissory
Note, Beneficiary shall pay to Trustor (or such other persons or entities that may have an interest
therein) the undisbursed Proceeds and Trustor's deposit for any estimated restoration expense
held by Beneficiary upon delivery to Beneficiary of (i) a certificate executed by Trustor showing
that the work has been completed and that all bills for labor performed and materials furnished in
connection therewith have been paid, (ii) unconditional lien releases and other appropriate
written acknowledgments of payment in full executed by all contractors and subcontractors
performing labor on or furnishing materials to the Property; (iii) a certificate executed by an
architect or engineer approved by Beneficiary confirming that the Property has been restored to
substantially the same size, design, quality and condition as existed immediately prior to the
damage and in accordance with all applicable federal, state, local and other governmental laws
and regulations; and (iv) a certificate of occupancy and other permits issued by the appropriate
governmental authorities authorizing the occupancy of the Property for its intended purposes and
use.
If (i) any of the conditions in subparagraph l2(b), above, are not fulfilled within
sixty (60) days after the date of the casualty, or if the reconstruction cannot be completed within
such 60 day period, within such additional time as may be reasonably necessary to complete the
reconstruction, not to exceed one hundred eighty (180) days, and provided such additional time
does not result in a breach by the Trustor under the DDA, this Deed of Trust or the Promissory
Note; or (ii) if Trustor fails to exercise diligence in promptly commencing or continuously
prosecuting the work; or (iii) if Trustor is otherwise in default under the DDA, this Deed of
Trust, the Promissory Note or any reconstruction requirements set forth therein or herein,
Exh. "E" - 12
SB2003 2151.1
Beneficiary may, at its option, apply the Proceeds and any deposits made by Trustor hereunder to
the indebtedness secured hereby, or to complete the necessary repairs and use the Proceeds for
the payment thereof. If the Proceeds are so applied to the indebtedness and, together with any
other payments due to Beneficiary under the Loan and all other debts of Trustor to Beneficiary
are discharged, Beneficiary shall not have the right to require the Property to be repaired under
the terms of this Deed of Trust, but Beneficiary's rights under any other lien that it holds against
the Property and which is not also required to be released shall not be thereby impaired or
affected.
Trustor shall not commence any repairs or reconstruction of any casualty until
Beneficiary consents in writing thereto, which consent may be withheld by Beneficiary in its
reasonable discretion, until all of the conditions contained in this paragraph are satisfied. All
work of repairing or restoring damage shall be done in a good and workmanlike manner with
materials of good quality and in conformity with all applicable laws, ordinances, rules and
regulations. Nothing herein contained shall be construed as authorizing the Trustor to subject the
Property to any mechanic'S, materialman's or other lien for the payment of bills for material
furnished or labor performed in connection with any work contemplated by this paragraph.
In any event in which the Beneficiary is not otherwise obligated to permit the
insurance proceeds to be applied to the restoration of the Property as hereinabove described and,
at the option of Beneficiary, the proceeds of a loss under any policy, whether or not endorsed
payable to Beneficiary, may be applied in payment of the principal, interest or any other sums
secured by this Deed of Trust, whether or not then due, or to the restoration or replacement of
any building on the Property, without in any way affecting the enforceability or priority of the
lien of this Deed of Trust or the obligation of the Trustor or any other person for payment of the
indebtedness hereby secured or the reconstruction of the damaged improvements, whether such
Trustor be the then owner of said building or improvements or not.
13. Use of Condemnation Awards. Should the Property or any portion thereof or
any improvements thereon be taken or damaged by reason of any public improvement or
condemnation proceeding, or by any other form of eminent domain, Trustor agrees that
Beneficiary shall be entitled to all compensation, awards and other payments or relief therefor
and may, at its option, commence, appear in or prosecute in its own name any action or
proceeding or make any reasonable compromise or settlement in connection with such taking or
damage, and Trustor agrees to pay Beneficiary's costs and reasonable attorneys' fees incurred in
connection therewith. All such compensation, awards, damages, rights of actions and proceeds
may be applied by Beneficiary toward the repair of any damage to the improvements on any
portion of the Property not subject to the taking as and subject to the same conditions herein
provided with respect to the disposition of insurance proceeds; provided, however, that if the
taking results in a loss of the Property to an extent which, in the reasonable opinion of
Beneficiary, renders or will render the Property not economically viable or which substantially
impairs Beneficiary'S security or lessens to any extent the value, marketability or intended use of
the Property, Beneficiary may apply the condemnation proceeds to reduce the unpaid
indebtedness secured hereby in such order as Beneficiary may determine. Trustor agrees to
execute such further assignments of condemnation proceeds as Beneficiary or Trustee may from
time to time require. If so applied, any proceeds in excess of the unpaid principal and accrued
Exh. "E" - 13
582003:2151 1
interest due under the Loan plus all other sums due to Beneficiary from Trustor shall be paid to
Trustor or Trustor's assignee.
14. ProDertv Taxes and Assessments. Trustor shall pay in full on or before the
due date thereof all rents, taxes, assessments and encumbrances, with interest, that may now or
hereafter be levied, assessed or claimed upon the Trustor's ownership or use of the Property that
is the subject of this Deed of Trust or any part thereof, and upon request, provide the Beneficiary
with copies of official receipts for payment therefor, and shall pay all taxes imposed upon, and
reasonable costs, fees and expenses of, this Deed of Trust.
15. Assessment Districts. Trustor agrees not to consent to inclusion of the Land in
any local improvement or special assessment district or to the imposition of any special or local
improvement assessment against the Property, without Beneficiary's prior written consent.
16. Mortgage Taxes. In the event of the passage after the date of this Deed of
Trust of any federal, state or municipal law, ordinance or regulation relating to the taxation of
mortgages, deeds of trust or debts secured thereby so as to tax or assess any interest of
Beneficiary or any payments secured hereby, Trustor shall bear and pay the full amount of such
taxes.
17. SDecial Assessment and Insurance Reserves. Trustor shall, at the request of
the Beneficiary, pay to Beneficiary equal monthly installments of the special assessments and
insurance premiums estimated by the Beneficiary next to become due, in addition to any other
periodic payment or performances owed by Trustor under the DDA, the Promissory Note or this
Deed of Trust, so that thirty (30) days before the due date thereof, or of the first installment
thereof, Beneficiary will have on hand an amount sufficient to pay the next maturing assessments
and insurance premiums. The amount of the additional payment to be made on account of
assessments and insurance premiums shall be adjusted annually or more frequently as
Beneficiary deems necessary and any deficit shall be immediately paid by Trustor upon request
and any surplus shall be credited on the mortgage account. Subsequent payments on account of
assessments and insurance premiums shall be made in accordance with the next estimate by the
Beneficiary of annual requirements. To the extent permitted by applicable law, all monies paid to
Beneficiary on account of assessments or insurance premiums may be commingled and invested
with Beneficiary'S own funds and, unless and to the extent required by law, shall not bear interest
for Trustor. Beneficiary shall not exercise the rights granted in this paragraph so long as all of the
following conditions are met:
(a) There is no other continuing default under the DDA, this Deed of
Trust or the Promissory Note; and
(b) Trustor pays all assessments and Insurance premIUms prior to
delinquency.
Upon Trustor's failure to comply with either of the conditions (a) and (b), above,
Beneficiary may, at its option, then or thereafter exercised, require Trustor to pay the additional
sums described in this paragraph.
Exh. "E" - 14
SB2Q03:2151.1
18. Trustor's Right to Contest Taxes. Trustor shall have the right to contest any
real property tax or special assessment so long as (a) no defaults exist under the DDA, this Deed
of Trust or the Promissory Note; (b) Trustor makes any payment or deposit or posts any bond as
and when required as a condition to pursuing such contest; (c) Trustor commences such contest
prior to such tax or assessment becoming delinquent and continuously pursues the same in good
faith and with due diligence; (d) such contest or any bond furnished by Trustor stays the
foreclosure of any lien securing the payment of any such tax or assessment; and (e) Trustor pays
any tax or assessment within ten (10) days following the date ofresolution of such contest.
19. ReDort of Real Estate Transaction. Trustor has made or provided for making,
or will make or provide for making, on a timely basis, any reports or returns required by state or
local law relating to the Property, or the development of the Property, notwithstanding the fact
that the primary reporting responsibility may fall on the Beneficiary, or other party. Trustor's
obligations under this paragraph will be deemed to be satisfied, if proper and timely reports and
returns required under this paragraph are filed by a title company involved in each real estate
transaction relating to the Property, but nothing contained herein shall be construed to require
such returns or reports to be filed by Beneficiary.
20. RESERVED
21. Assignment of Leases. Trustor hereby unconditionally and absolutely assigns,
transfers and sets over unto Beneficiary, all leases, subleases, rental agreements, occupancy
agreements, licenses, concessions, entry fees and other agreements that grant a possessory
interest in all or any part of the Property, together with all rents, issues, deposits and profits of
the Property, together with the immediate and continuing right to collect and receive the same,
for the purpose and upon the terms and conditions hereinafter set forth. Trustor further
unconditionally and absolutely assigns, transfers and sets over unto Beneficiary all of its right,
title and interest in and to any plans, drawings, specifications, permits, engineering reports and
land planning maps, which it now has or may hereafter acquire regarding any improvements now
on or to be constructed upon the Property. Beneficiary confers upon Trustor a license to collect
and retain the rents, issues, deposits and profits of the Property, as they become due and payable,
subject, however, to the right of Beneficiary upon a default hereunder to revoke said license, at
any time, in its sole discretion and without notice to Trustor. Beneficiary may revoke said license
and collect and retain the rents, issues, deposits and profits of the Property assigned herein to
Beneficiary upon the occurrence of an Event of Default hereunder or under any of the
obligations secured hereby, and without taking possession of all or any part of the Property, and
without prejudice to or limitation upon any of its additional rights and remedies granted pursuant
hereto or pursuant to the DDA or the Promissory Note, and Beneficiary shall, in its sole and
absolute discretion, have the right to apply such income for the payment of all expenses or credit
the net amount of income that it receives from the Property, to the indebtedness in the manner,
order and amounts as Beneficiary shall determine. In the event the Beneficiary exercises or is
entitled to exercise any of its rights or remedies under this Deed of Trust as a result of the default
of the Trustor under the DDA, and if any lessee, sublessee or assignee under any lease assigned
under this paragraph files or has filed against it any petition in bankruptcy or for reorganization
or undertakes or is subj ect to similar action, Beneficiary shall have, and is hereby assigned by
Trustor, all of the rights that would otherwise inure to the benefit of Trustor in such proceedings,
Exh. "E" -15
882003:2151.1
including, without limitation, the right to seek "adequate protection" of its interests, to compel
assumption or rejection of any such lease and to seek such claims and awards as may be sought
or granted in connection with the rejection of any such lease. Unless otherwise agreed to by
Beneficiary in writing, Beneficiary's exercise of any of the rights provided in this paragraph shall
preclude Trustor from the pursuit and benefit thereof, without any further action or proceeding of
any nature. The foregoing assignment shall not impose upon Beneficiary any duty to produce
rents from the Property, and such assignment shall not cause Beneficiary to be a "mortgagee in
possession" for any purpose. The rights granted in this paragraph shall be in addition to and not
in derogation of any similar or related rights granted to Beneficiary in any separate assignment of
leases and rents.
22. Imoairment of Securitv. Trustor shall not, without first obtaining
Beneficiary'S written consent, assign any of the rents or profits of the Property or change the
general nature or use of the Property or initiate or acquiesce in any zoning reclassification, or do,
or suffer to be done, any act or thing that would impair the security of Beneficiary's lien upon the
Property or the rents thereof. Trustor shall not, without the written consent of Beneficiary, which
consent shall not be unreasonably withheld, delayed or conditioned, (i) initiate or support any
zoning reclassification of the Property, seek any variance under existing zoning ordinances
applicable to the Property or use or permit the use of the Property in a manner that would result
in such use becoming a non-conforming use under applicable zoning ordinances; (ii) impose or
consent to any restrictive covenant or encumbrance upon the Property, execute or file any
subdivision or parcel map affecting the Property or consent to the annexation of the Property to
any municipality; or (iii) permit or suffer the Property to be used by the public or any person in
such manner as might make possible a claim of any implied dedication or easement.
23. Defense of Suits. Trustor shall appear in and defend any suit, action or
proceeding that might affect the value, priority or enforceability of this Deed of Trust or the
Property itself or the rights or powers of Beneficiary or Trustee, including any suits relating to
damage to property or death or personal injuries, whether or not Trustor is ultimately found
liable for any negligence or other wrongful conduct or inaction. Trustor, following mutual
negotiations with Beneficiary, has waived and does hereby waive any immunity to such liability
to Beneficiary under any industrial insurance or similar statute, to the extent such immunity
would impair Beneficiary's rights against Trustor. Should Beneficiary elect to appear in or
defend any such action or proceeding or be made a party to any such action or proceeding by
reason of this Deed of Trust, or elect to prosecute such action as appears necessary to preserve
the value, priority or enforceability of this Deed of Trust or the Property itself, Trustor will at all
times indemnify from and, on demand, reimburse Beneficiary and Trustee for, any and all loss,
damage, expense or cost, including cost of evidence of title expert witness fees and attorneys'
fees, arising out of or incurred in connection with any such suit, action or proceeding, and any
appeal or petition for review thereof, and the sum of such expenditures shall be secured by this
Deed of Trust with interest at the rate of 10% per annum and shall be due and payable on
demand. Trustor shall pay costs of suit, cost of evidence of title expert witness fees and
reasonable attorneys' fees in any proceeding or suit brought by Beneficiary to foreclose this
Deed of Trust and in any appeal therefrom or petition for review thereof.
Exh. "E" - 16
SB2003:2151.1
24. Assignments and Transfers. Trustor acknowledges that Beneficiary relied
upon Trustor's financial statements and status as a public agency in making the Loan, and
Trustor covenants not to transfer any of the interest in the Property or to permit the transfer of
any interest in Trustor without first receiving Beneficiary's express written consent in each
instance (which consent shall not be unreasonably withheld). A breach of this covenant shall
constitute a default under the DDA and this Deed of Trust. All sums then due to Beneficiary by
Trustor hereunder or under the Loan may, at Beneficiary's option, be declared immediately due
and payable if any of Trustor's interests in the Property, or any part thereof, are sold or
transferred, voluntarily or involuntarily, without Beneficiary's written consent.
25. RESERVED
26. Further Encumbrances. Trustor shall have the right, without the consent of
Beneficiary, to further encumber the Property. Without limitation on the foregoing, Beneficiary
shall, at the request of Trustor, subordinate this Deed of Trust to (a) a construction loan to
Trustor in an amount which, when added to the amount secured hereby, shall result in a loan to
value ratio not to exceed ninety percent (90%) of the fair market value of the Property, as
determined by the lender under such construction loan (the proceeds of which shall be used and
applied by Trustor solely for the improvement and development of the Property, and/or (b) a
permanent mortgage loan to provide for the release of the construction loan and the long term
financing of the capital costs associated with the development and financing of the Property.
27. Release of Parcels. In the event that Trustor desires to effectuate the release
of one or more parcels comprising the Property (each, a "Release Parcel"), Beneficiary shall
cause the release of such Release Parcel(s), provided the following conditions (the "Release
Conditions") are satisfied:
(a) No Event of Default shall have occurred and be continuing under the
DDA, the Note or this Deed of Trust, nor shall have there occurred any event which
would, with the giving of notice or passage of time, or both, constitute an Event of
Default under any of the foregoing;
(b) Receipt by Beneficiary of evidence satisfactory to Beneficiary that (i)
Trustor has initiated the process to cause the remaining Property to be a separate tax
parcel, or separate tax parcels, and not be subject to any lien for taxes due or not yet
attributable to the Release Parcel and (ii) the Release Parcel has been separately
subdivided and, after giving effect to the subdivision and conveyance of the Release
Parcel, the remaining Property will (i) comply with all zoning ordinances, including
without limitation those related to parking, lot size and density, or a variance with respect
thereto shall have been obtained, (ii) comply with all applicable subdivision ordinances
and regulations, and (iii) have appurtenant easements for utilities currently crossing,
located on or to be located on the Release Parcel, which easements shall be subj ect to
Lender's prior approval not to be unreasonably withheld or delayed;
Exh. "E" - 17
SB2Q03:2151.1
(c) receipt by Lender of an endorsement to Lender's loan policy of title
insurance insuring the lien of this Deed of Trust insuring each of the items set forth in
clause (b) above to the extent title insurance is available therefor;
(d) payment to Beneficiary by Trustor of Beneficiary's reasonable fees and
expenses incurred in evaluating and documenting the release, including, without
limitation, reasonable attorneys' fees and filing fees plus the value of the Release Parcel
(computed at $0.70 per square foot multiplied by 110);
(e) Trustor shall deliver or take, as the case may be, any other items or actions
reasonably requested by Beneficiary in connection with the release of the Release
Parcel(s); and
(f) any Release Parcel shall be four (4) acres or more.
28. Event of Default. An "Event of Default" shall be deemed to have occurred in
any of the following circumstances:
(a) Failure of Trustor to satisfy any performance or payment
obligation required under this Deed of Trust, the DDA or the Promissory Note when due;
(b) Failure of Trustor to properly perform its obligations under this
Deed of Trust, the DDA or the Promissory Note by a date specified herein or therein or in
a written notice to Trustor, if applicable, (which date specified shall not be less than ten
(10) days nor greater than thirty (30) days from the date of such notice, and shall be
determined by Beneficiary in its sole discretion); provided, however, that: (i) if such
default set forth in the notice cannot be cured by the date specified, (ii) Trustor
commences to cure the default prior to the date specified in the notice, and (iii) Trustor
diligently proceeds to cure the default thereafter; then the date specified in the notice
shall be extended by any period reasonably necessary to complete the cure, but in no
event for more than ninety (90) days after the date originally specified in the notice;
(c) RESERVED
(d) Trustor becomes insolvent or generally is not paying its debts as
they become due, as defined in the United States Bankruptcy Reform Act, as amended
from time to time (which Act, as amended, is herein called the "Bankruptcy Code"), or
shall file a voluntary petition in bankruptcy seeking to effect a reorganization plan or
other arrangement with creditors or any other relief under the Bankruptcy Code or under
any other state or federal law relating to bankruptcy or other relief for debtors, whether
now or hereafter in effect, or shall consent to or suffer the entry of any order for relief in
any involuntary case under the Bankruptcy Code, or shall be the defendant or subject of
any involuntary petition filed under the Bankruptcy Code that is not dismissed within
ninety (90) days of the filing thereof, or shall make an assignment for the benefit of
creditors;
Exh. "E" - 18
882003:2151.1
(e) Any court (or similar tribunal) having jurisdiction over Trustor or
any of the Property or other property of Trustor shall enter a decree or order appointing a
receiver, trustee, guardian, conservator, assignee in bankruptcy or insolvency of Trustor,
of any of the Property, of any other real property of Trustor, of any other significant asset
of Trustor, or shall enter a decree or order for relief in any involuntary case under the
Bankruptcy Code;
(f) The entry of any final judgment or arbitration award against
Trustor that is not paid or stayed pending appeal, or the sequestration or attachment of, or
any levy or execution upon (i) any of the Property, (ii) any other collateral provided by
Trustor or any other person under this Deed of Trust or as security for performance or
payment of the Loan, or (iii) any significant portion of the other assets of Trustor, which
is not released, expunged or dismissed prior to the earlier of (10) days after such
sequestration, attachment or execution or five (5) days before the sale of any such assets;
(g) Trustor shall dissolve, liquidate or wind up its affairs or shall
bring any legal action or take any other action contemplating such dissolution, liquidation
or winding up;
(h) The determination by Beneficiary that any representation,
warranty or statement contained in this Deed of Trust or the DDA or in any other writing
delivered to Beneficiary in connection with the Loan or the Promissory Note was
incomplete, untrue or misleading in any material respect as of the date made;
(i) The enactment of any law that deducts from the value of the
Property for the purpose of taxation of any lien thereon or imposing upon Beneficiary the
payment of the whole or any part of the taxes, assessments, charges or liens herein
required to be paid by Trustor or changing in any way the laws relating to the taxation of
deeds of trust or debts secured by deeds of trust or Beneficiary's interest in the Property
or the manner of collection of taxes so as to affect this Deed of Trust or the DDA or the
Promissory Note or the holder thereof or imposing a tax, other than a Federal or state
income tax, on or payable by Trustee or Beneficiary by reason of their ownership of this
Deed of Trust, the DDA or the Promissory Note and, in such event, Trustor, after demand
by Beneficiary, does not pay such taxes or assessments or reimburse Beneficiary therefor
or, in the opinion of counsel for Beneficiary, it might be unlawful to require Trustor to
make such payment or the making of such payment might result in the imposition of
interest costs beyond the maximum amount permitted by applicable law;
(j) The occurrence of a default by Trustor under any of the contracts
and agreements assigned to Beneficiary under this Deed of Trust, where such default is
not cured within the applicable cure period, if any, or the failure of Trustor to diligently
enforce its rights and remedies under such contracts and agreements upon the default of
any other party thereto; and
(k) RESERVED
Exh. "E" - 19
882003:2151.1
29. Rights and Remedies on Default. Upon the occurrence of any Default or
Event of Default under this Deed of Trust and at any time thereafter, Trustee or Beneficiary may
exercise anyone or more of the following rights and remedies:
(a) DDA. Beneficiary may exercise any right or remedy provided for
in the DDA or the Promissory Note;
(b) Acceleration. Beneficiary may declare the Loan and all other
performances or sums secured by this Deed of Trust immediately due and payable;
(c) Foreclosure Rights. Beneficiary may declare all performances or
sums secured hereby immediately due and payable either by commencing an action to
foreclose this Deed of Trust as a mortgage, or by the delivery to Trustee of a written
declaration of default and demand for sale and of written notice of default and of election
to cause the Property to be sold, which notice Trustee shall cause to be duly filed for
record in case of foreclosure by exercise of the power of sale herein. Should Beneficiary
elect to foreclose by exercise of the power of sale herein, Beneficiary shall also deposit
with Trustee this Deed of Trust, the documents evidencing the Loan and any receipts and
evidence of expenditures made and secured hereby as Trustee may require, and notice of
sale having been given as then required by law and after lapse of such time as may then
be required by law after recordation of such notice of default, Trustee, without demand
on Trustor, shall sell the Property at the time and place of sale fixed by it in said notice of
sale, either as a whole or in separate parcels, and in such order as it may determine, at
public auction to the highest bidder upon any terms and conditions specified by
Beneficiary and permitted by applicable law. Trustee may postpone sale of all or any
portion of the Property by public announcement at such time and place of sale, and from
time to time thereafter may postpone such sale by public announcement at the time fixed
by the preceding postponement. Trustee shall deliver to any purchaser its deed or deeds
conveying the Property, or any portion thereof, so sold, but without any covenant or
warranty, express or implied. The recitals in such deed or deeds of any matters or facts,
shall be conclusive proof of the truthfulness thereof. Any person, including Trustor,
Trustee or Beneficiary, may purchase all or any portion of the Property, as applicable, at
sale.
(d) Right to Rescind. Beneficiary, from time to time before Trustee's
sale, may rescind any such notice of breach or default and of election to cause the
Property to be sold by executing and delivering to Trustee a written notice of such
rescission, which notice, when recorded, shall also constitute a cancellation of any prior
declaration of default and demand for sale. The exercise by Beneficiary of such right of
rescission shall not constitute a waiver of any breach or default then existing or
subsequently occurring, or impair the right of Beneficiary to execute and deliver to
Trustee, as above provided, other declarations of default and demand for sale, and notices
of breach or default, and of election to cause the Property to be sold to satisfy the
obligations hereof, nor otherwise affect any provision, agreement, covenant or condition
of the DDA and/or of this Deed of Trust or any of the rights, obligations or remedies of
the parties hereunder.
Exh. "E" - 20
8B2003:2151.1
(e) UCC Remedies. Beneficiary shall have all the rights and remedies
of a secured party under the California Uniform Commercial Code, including, without
limitation, Section 9501(4) thereof. Upon request, Trustor shall assemble and make such
collateral available to Beneficiary at a place to be designated by Beneficiary that is
reasonably convenient to both parties. Upon repossession, Beneficiary may propose to
retain the collateral in partial satisfaction of the Loan or sell the collateral at public or
private sale in accordance with the Uniform Commercial Code as adopted in the state
where the Property is situated or any other applicable statute. Such sale may be held as a
part of, distinctive from or without a trustee S sale or foreclosure of the real property
secured by this Deed of Trust. If any notification of disposition of all or any portion of
the collateral is required by law, such notification shall be deemed reasonably and
properly given, if mailed at least ten (10) days prior to such disposition. If Beneficiary
disposes of all or any part of the collateral after default, the proceeds of disposition shall
be applied in the following order:
(i) to the reasonable expenses of retaking, holding, preparing
for sale, selling the collateral, and the like;
(ii) to the reasonable attorneys' fees and legal expenses
incurred by Beneficiary; and
(iii) to the satisfaction of the indebtedness secured by this Deed of
Trust.
(f) Remedial Advances. Should Trustor fail to make any payment or
to do any act as herein provided, then Beneficiary or Trustee, without obligation so to do
and without demand upon Trustor and without releasing Trustor from any obligation
hereof, may (i) make or do the same in such manner and to such extent as either may
deem necessary to protect the security hereof, Beneficiary or Trustee being authorized to
enter upon the Property for such purposes; (ii) commence, appear in and defend any
action or proceeding purporting to affect the security hereof or the rights or powers of
Beneficiary or Trustee, (iii) pay, purchase, contest or compromise any encumbrance,
charge, lien, tax or assessment, or the premium for any policy of insurance required
herein; and in exercising any such power, incur any liability, expend whatever amounts in
its absolute discretion it may deem necessary therefor, including cost of evidence of title,
employ counsel and pay such counsel's fees. Beneficiary shall be subrogated to the rights
and lien interests of any person who is paid by Beneficiary pursuant to the terms of this
paragraph. Trustor shall repay immediately on written notice to Trustor all sums
expended or advanced hereunder by or on behalf of Beneficiary, with interest from the
date of such advance or expenditure at the rate of 10% per annum, and the repayment
thereof shall be secured hereby.
(g) Summary Possession. Beneficiary may, at its option, either in
person or by agent, employee or court-appointed receiver, enter upon and take possession
of the Property and continue any work of improvement, repair or renovation thereof at
Trustor's expense and lease the same or any part thereof, making such alterations as it
Exh. "E" - 21
SB2003:2151.1
finds necessary, and may terminate in any lawful manner any lease(s) of the Property,
exercising with respect thereto any right or option available to the Trustor. The entering
upon and taking possession of the Property, the collection of rents, issues and profits, or
the proceeds of fire and other insurance policies or compensation or awards for any
taking or damage to the Property, and the application or release thereof shall not cure or
waive any default or notice of default hereunder or invalidate any act done pursuant to
such notice.
(h) Collection of Rents. Beneficiary may require any tenant or other
user of the Property to make payments of rent or use fees directly to Beneficiary,
regardless of whether Beneficiary has taken possession of the Property. If any rents are
collected by Beneficiary, then Trustor hereby irrevocably designates Beneficiary as
Trustor's attorney-in-fact to endorse instruments received in payment thereof in the name
of Trustor and to negotiate the same and collect the proceeds. Payments by tenants or
other users to Beneficiary in response to Beneficiary's demand shall satisfy the obligation
for which the payments are made, whether or not any proper grounds for the demand
existed. Beneficiary may exercise its rights under this paragraph either in person, by
agent or through a receiver.
(i) Beneficiary'S Enforcement of Leases. Beneficiary is hereby vested
with full power to use all measures, legal and equitable, deemed by it necessary or proper
to collect the rents assigned in this Deed of Trust, including the right, in person or by
agent, employee or court-appointed receiver, to enter upon the Property, or any part
thereof, and take possession thereof forthwith to the extent necessary to effect the cure of
any default on the part of Trustor as lessor in any leases or upon Trustor's default under
the DDA. Trustor hereby grants to Beneficiary full power and authority to exercise all
rights, privileges and powers herein granted at any and all times hereafter, without notice
to Trustor, including the right to operate and manage the Property, make and amend
leases and perform any other acts reasonably necessary to protect the value, priority or
enforceability of any security for the obligations of the Trustor under the DDA and use
and apply all of the rents and other income herein assigned to the payment of the costs of
exercising such remedies, of managing and operating the Property, and of any
indebtedness or liability of Trustor to Beneficiary, including but not limited to the
payment of taxes, special assessments, insurance premiums, damage claims, the costs of
maintaining, repairing, rebuilding and restoring any improvements on the Property or of
making the same rentable, attorneys' fees incurred in connection with the enforcement of
this Deed of Trust, and any principal and interest payments due from Trustor to
Beneficiary under the DDA, the Promissory Note and this Deed of Trust, all in such order
as Beneficiary may determine. Beneficiary shall be under no obligation to enforce any of
the rights or claims assigned to it hereunder or to perform or carry out any of the
obligations of the lessor under any leases and does not assume any of the liabilities in
connection with or arising or growing out of the covenants and agreements of Trustor in
any leases. It is further understood that this Deed of Trust shall not operate to place
responsibility for the control, care, management or repair of the Property, or parts thereof,
upon Beneficiary nor shall it operate to make Beneficiary liable for the carrying out of
any of the terms and conditions of any leases, or for any waste of the Property by the
Exh. "E" - 22
882003:2151.1
lessee under any leases or by any other party, or for any dangerous or defective condition
of the Property or for any negligence in the management, upkeep, repair or control of the
Property resulting in loss or injury or death to any lessee, invitee, licensee, employee or
stranger, except as may result from the gross negligence or willful misconduct of
Beneficiary after taking possession of the Property hereunder.
(j) Beneficlarv's Enforcement of Contracts. Beneficiary shall have
the right to enforce Trustor's rights under all architect, engineering, construction and
related contracts and to bring an action for the breach thereof in the name of Beneficiary
or, at Beneficiary's option, in the name of Trustor, in the event any architect, engineer,
contractor or other party breaches their respective contract or contracts, regardless of
whether Beneficiary acquires or retains any interest in the Property. Trustor hereby
irrevocably appoints Beneficiary as its attorney-in-fact for the purposes of the foregoing,
which power shall be durable and coupled with an interest. Beneficiary does not assume
and shall not be obligated to perform any of Trustor's obligations under said contracts nor
shall Beneficiary be required to enforce such contracts or bring action for the breach
thereof, provided; however, any performance of the respective contracts specifically
required by the Beneficiary in writing, following any default by Trustor under the DDA
or the contracts, and which is properly and timely undertaken by the contractor, engineer
or architect, shall be paid for by the Beneficiary in accordance with the terms and
conditions of the contracts. Such payments shall be deemed additions to the amounts
owed by Trustor to the Beneficiary under the DDA and Promissory Note and secured by
this Deed of Trust and shall bear interest at the rate of 10% per annum from the date of
advance to and including the date of full payment, and shall be secured by any deed of
trust, collateral assignment of leases and rents, security agreement and other documents
granted to secure the Loan.
(k) Annointment of Receiver. Beneficiary has the right to have a
receiver appointed to take possession of any or all of the Property, with the power to
protect and preserve the Property, to operate the Property preceding foreclosure or sale,
to collect the income from the Property and apply the proceeds, over and above the cost
of the receivership, against the Loan. The receiver may serve without bond, if permitted
by law. Beneficiary's right to the appointment of a receiver shall exist whether or not the
apparent value of the Property exceeds the indebtedness secured hereby by a substantial
amount. Employment by Beneficiary shall not disqualify a person from serving as a
receiver. Upon taking possession of all or any part of the Property, the receiver or
Beneficiary may: (i) use, operate, manage, control and conduct business on the Property
and make expenditures for all maintenance and improvements as in its judgment are
necessary and proper; (ii) collect the income from the Property and apply such sums to
the expenses of use, operation and management; and (iii) at Beneficiary's option,
complete any construction in progress on the Property, and in that connection pay bills,
borrow funds, employ contractors and make any changes in plans or specifications as
Beneficiary deems reasonably necessary or appropriate. If the revenues produced by the
Property are insufficient to pay expenses, the receiver may borrow, from Beneficiary or
otherwise, as Beneficiary may deem reasonably necessary for the purposes stated in this
paragraph. The amounts borrowed or advanced shall be payable on demand and bear
Exh. "E" - 23
882003:2151.1
interest from the date of expenditure until repaid at the rate of 10% per annum. Such
sums shall become a part of the debt secured by this Deed of Trust.
(I) Specific Enforcement. Beneficiary may specifically enforce any
covenant in this Deed of Trust or the Trustor's compliance with its warranties herein and
may restrain and enjoin the breach or prospective breach of any such covenant or the
noncompliance with any condition and Trustor waives any requirement of the posting of
any bond in connection therewith.
(m) General Creditors Remedies. Beneficiary shall have such other
rights and remedies as are available under any statute or at law or in equity, generally,
and the delineation of certain remedies in this Deed of Trust shall not be deemed in
limitation thereof
30. Application of Sale Proceeds. After deducting all costs and expenses of
Trustee and of this Deed of Trust, including cost of evidence of title and reasonable attorneys'
fees in connection with sale, as above set forth, Trustee shall apply the proceeds of sale to
payment of all sums expended under the terms hereof, not then repaid, with accrued interest at
the rate of 10% per annum; all other sums then secured hereby; and the remainder, if any, to the
Beneficiary and any other person or persons legally entitled thereto.
31. Remedies Cumulative. No remedy herein conferred upon or reserved to
Trustee or Beneficiary is intended to be exclusive of any other remedy provided herein or under
the DDA or the Promissory Note, or otherwise by law provided or permitted, or provided in any
guaranty given in connection with the Loan, but each shall be cumulative and shall be in addition
to every other remedy. Every power or remedy given by this instrument to Trustee or Beneficiary
or to which either of them may be otherwise entitled, may be exercised concurrently or
independently, from time to time and as often as may be deemed expedient by Trustee or
Beneficiary and either of them may pursue inconsistent remedies.
32. No Waiver. No waiver of any default or failure or delay to exercise any
right or remedy by Beneficiary shall operate as a waiver of any other default or of the same
default in the future or a preclusion of any right or remedy with respect to the same or any other
occurrence.
33. Marshaling. In case of a sale under this Deed of Trust, the Property, real,
personal and mixed, may be sold in one or more parcels. Neither Trustee nor Beneficiary shall be
required to marshal Trustor's assets.
34. SUBMISSION TO JURISDICTION.
(A) TRUSTOR, TO THE FULLEST EXTENT PERMITTED BY LAW,
HEREBY KNOWINGLY, INTENTIONALLY AND VOLUNTARILY, WITH AND
UPON THE ADVICE OF COMPETENT COUNSEL, (A) SUBMITS TO PERSONAL
JURISDICTION IN THE STATE OF CALIFORNIA OVER ANY SUIT, ACTION OR
PROCEEDING BY ANY PERSON ARISING FROM OR RELATING TO THIS DEED
Exh. "E" - 24
SB2003:2151.1
OF TRUST, (B) AGREES THAT ANY SUCH ACTION, SUIT OR PROCEEDING MAY
BE BROUGHT IN ANY STATE OR FEDERAL COURT OF COMPETENT
JURISDICTION SITTING IN SAN BERNARDINO COUNTY, CALIFORNIA, (C)
SUBMITS TO THE JURISDICTION OF SUCH COURTS, AND, (D) TO THE FULLEST
EXTENT PERMITTED BY LAW, AGREES THAT IT WILL NOT BRING ANY
ACTION, SUIT OR PROCEEDING IN ANY FORUM OTHER THAN SAN
BERNARDINO COUNTY, CALIFORNIA (BUT NOTHING HEREIN SHALL AFFECT
THE RIGHT OF BENEFICIARY TO BRING ANY ACTION, SUIT OR PROCEEDING
IN ANY OTHER FORUM). TRUSTOR FURTHER CONSENTS AND AGREES TO
SERVICE OF ANY SUMMONS, COMPLAINT OR OTHER LEGAL PROCESS IN ANY
SUCH SUIT, ACTION OR PROCEEDING BY REGISTERED OR CERTIFIED U.S.
MAIL, POSTAGE PREPAID, TO THE TRUSTOR AT THE ADDRESS FOR NOTICES
DESCRIBED HEREIN, AND CONSENTS AND AGREES THAT SUCH SERVICE
SHALL CONSTITUTE IN EVERY RESPECT VALID AND EFFECTIVE SERVICE
(BUT NOTHING HEREIN SHALL AFFECT THE VALIDITY OR EFFECTIVENESS
OF PROCESS SERVED IN ANY OTHER MANNER PERMITTED BY LAW).
(B) TRUSTOR, TO THE FULLEST EXTENT PERMITTED BY LAW,
HEREBY KNOWINGLY, INTENTIONALLY AND VOLUNTARILY, WITH AND
UPON THE ADVICE OF COMPETENT COUNSEL, WAIVES, RELINQUISHES AND
FOREVER FORGOES THE RIGHT TO A TRIAL BY JURY IN ANY ACTION OR
PROCEEDING BASED UPON, ARISING OUT OF, OR IN ANY WAY RELATING TO
THIS DEED OF TRUST OR ANY CONDUCT, ACT OR OMISSION OF BENEFICIARY
OR TRUSTOR, WHETHER SOUNDING IN CONTRACT, TORT OR OTHERWISE.
35. Trustor's Indemnification. Trustor agrees to indemnify and hold harmless
Trustee and Beneficiary from and against any and all losses, liabilities, penalties, claims,
charges, costs and expenses (including attorneys' fees and disbursements) (the "Losses") that
may be imposed on, incurred or paid by or asserted against Trustee and/or Beneficiary by reason
or on account of, or in connection with: (a) any default by Trustor hereunder or under the DDA;
(b) Trustee's and/or Beneficiary's good faith and commercially reasonable exercise of any of
their rights and remedies or the performance of any of their duties hereunder or under any other
documents to which Trustor is a party; (c) the construction, reconstruction or alteration of the
Property; (d) any negligence, willful misconduct or failure to act of Trustor, or any negligence,
willful misconduct or failure to act of any lessee of the Property, or any of their respective
agents, contractors, subcontractors, servants, employees, licensees or invitees; or ( e) any
accident, injury, death or damage to any person or property occurring in, on or about the
Property or any street, drive, sidewalk, curb or passageway adjacent thereto, except for the
willful misconduct or gross negligence of the indemnified person. Any amount payable to
Trustee, Beneficiary or counsel for Beneficiary under this paragraph shall be due and payable
within ten (10) days after demand therefor and receipt by Trustor of a statement from Trustee,
Beneficiary and/or counsel for Beneficiary setting forth in reasonable detail the amount claimed
and the basis therefor, and such amounts shall bear interest at the rate of 10% per annum from
and after the date such amounts are paid by Beneficiary, Trustee or counsel for Beneficiary, until
paid in full by Trustor. Trustor's obligations under this paragraph shall not be affected by the
absence or unavailability of insurance covering the same or by the failure or refusal by any
insurance carrier to perform any obligation on its part under any such policy of insurance. If any
Exh. "En - 25
claim, action or proceeding is made or brought against Trustor and/or Beneficiary that is subject
to the indemnity set forth in this paragraph, Trustor shall resist or defend against the same, if
necessary, in the name of Trustee and/or Beneficiary, with attorneys for Trustor's insurance
carrier (if the same is covered by insurance) or otherwise by attorneys approved by Beneficiary.
Notwithstanding the foregoing, Trustee and Beneficiary, in their reasonable discretion, may
engage their own attorneys to resist or defend, or assist therein, and Trustor shall pay, or, on
demand, shall reimburse Trustee and Beneficiary for the payment of the reasonable fees and
disbursements of said attorneys. The indemnity provided for herein shall survive Trustor's
payment of the Loan secured by this Deed of Trust and foreclosure, whether by judicial
foreclosure, power of sale pursuant to this Deed of Trust or by deed in lieu of foreclosure.
36. Attornevs' Fees; Costs. Trustor agrees to reimburse Beneficiary for all
costs, expenses expert witness and consulting fees and reasonable attorneys' fees that
Beneficiary incurs in connection with the realization or enforcement of any obligation or remedy
contained in this Deed of Trust, the DDA or the Promissory Note, with or without litigation,
including without limitation any costs, expenses and fees incurred: (a) on appeal; (b) in any
arbitration or mediation; (c) in any action contesting or seeking to restrain, enjoin, stay, or
postpone the exercise of any remedy in which Beneficiary prevails; (d) in any bankruptcy,
probate, receivership or other proceeding involving Trustor; and (e) in connection with all
negotiations, documentation, and other actions relating to any work-out, compromise, settlement
or satisfaction of the debt secured hereby or settlement of any covenants and obligations secured
by this Deed of Trust or set forth in the DDA or the Promissory Note. All such costs, expenses
and fees shall be due and payable upon demand, shall bear interest from the date incurred
through the date of collection at the rate of 10% per annum, and shall be secured by this Deed of
Trust. The costs, salary and expenses of the City attorney and members of his office in enforcing
this Deed of Trust, the DDA or the Promissory Note on behalf of Agency shall be considered as
"attorneys fees" for purpose of this section.
37. Acceptance bv Trustee. Trustee accepts this Trust when this Deed of
Trust, duly executed and acknowledged, is made a public record, as provided by law.
38. Successor Trustee. Trustee may resign by an instrument in writing
addressed to Beneficiary, or Trustee may be removed at any time with or without cause by an
instrument in writing executed by Beneficiary and duly recorded. In case of the death,
resignation, removal or disqualification of Trustee or if for any reason Beneficiary shall deem it
desirable to appoint a substitute or successor trustee to act instead of Trustee herein named or
any substitute or successor trustee, then Beneficiary shall have the right and is hereby authorized
and empowered to appoint a successor trustee, or a substitute trustee, without other formality
than appointment and designation in writing executed and acknowledged by Beneficiary and the
recordation of such writing in the office where this Deed of Trust is recorded, and the authority
hereby conferred shall extend to the appointment of other successor and substitute trustees
successively. Such appointment and designation by Beneficiary shall be full evidence of the right
and authority to make the same and of all facts therein recited. If such appointment is executed
on behalf of Beneficiary by an officer of Beneficiary, such appointments shall be conclusively
presumed to be executed with authority and shall be valid and sufficient without proof of any
action by the Trustee or any officer of Beneficiary. Upon the making of such appointment and
designation, all of the estate and title of Trustee in the Property shall vest in the named successor
or substitute trustee and it shall thereupon succeed to and shall hold, possess and execute all the
rights, pcMerS, privileges, imnmities and duties here:in conferred upon Trustee; but,
Exh. 'E' - 26
nevertheless, upon the written request of Beneficiary or of the successor substitute trustee, the
Trustee shall execute and deliver an instrument transferring to such successor or substitute
trustee all of the estate and title in the Property of the trustee so ceasing to act, together with all
the rights, powers, privileges, immunities and duties herein conferred upon Trustee, and shall
duly assign, transfer and deliver any of the properties and moneys held by the Trustee hereunder
to said successor or substitute trustee. All references herein to Trustee shall be deemed to refer to
any trustee (including any successor or substitute, appointed and designated, as herein provided)
from time to time acting hereunder. Trustor hereby ratifies and confirms any and all acts that
Trustee herein named or its successor or successors, substitute or substitutes, in this Deed of
Trust, shall do lawfully by virtue hereof.
39. Reconvevance. Upon written request of Beneficiary, stating that all
performances and sums secured hereby have been satisfied and paid, and upon surrender of this
Deed of Trust to Trustee for cancellation and retention, and upon payment of its fees, Trustee
shall reconvey, without warranty, the Property then held hereunder. The recitals in any
reconveyance executed under this Deed of Trust of any matters or facts shall be conclusive proof
of the truthfulness thereof. The grantee in such reconveyance may be described as "the person or
persons legally entitled thereto."
40. No Releases. The Property shall not be released from the lien of this Deed
of Trust and no person shall be released from liability under the DDA or any other obligation
secured hereby, except in the manner herein specified. Without affecting the liability of any other
person for the payment and performance of any obligation herein mentioned (including Trustor
should it convey said Property) and without affecting the lien or priority hereof upon any
Property not released, Beneficiary may, without notice, release any person so liable, extend the
maturity or modify the terms of any such obligation, grant other indulgences, make future or
other advances to Trustor or anyone or more parties comprising Trustor, assign or in any manner
transfer this Deed of Trust, release or reconvey or cause to be released or reconveyed at any time
all or part of the said Property described herein, take or release any other security or make
compositions or other arrangements with debtors. Beneficiary may also accept additional
security, either concurrently herewith or thereafter, and sell same or otherwise realize thereon,
either before, concurrently with, or after sale hereunder.
41. Beneficiary's Consents. At any time, upon written request of Trustor,
Trustor's payment of Beneficiary's fees and presentation of this Deed of Trust (in case of full
reconveyance, for cancellation and retention), without affecting the liability of any person for the
payment of the indebtedness, Beneficiary may: (a) consent to the making of any map or plat of
said Property; (b) join in granting any easement or creating any restriction thereon, (c) join in
any other agreement affecting this Deed of Trust or the lien or charge thereof, and (d) reconvey,
without warranty, all or any part of the Property.
42. RESERVED
43. Further Assurances. Trustor, from time to time, within fifteen (15) days
after request by Beneficiary, shall execute, acknowledge and deliver to Beneficiary, such chattel
mortgages, security agreements or other similar security instruments, in form and substance
reasonably satisfactory to Beneficiary, covering all property of any kind whatsoever owned by
Exh. "E" - 27
882003: 2151.1
Trustor or in which Trustor has any interest which, in the reasonable opinion of Beneficiary, is
essential to the operation of the Property covered by this Deed of Trust. Trustor shall further,
from time to time, within fifteen (15) days after request by Beneficiary, execute, acknowledge
and deliver any financing statement, renewal, affidavit, certificate, continuation statement or
other document as Beneficiary may reasonably request in order to perfect, preserve, continue,
extend or maintain the security interest under, and the priority of, this Deed of Trust and the
priority of each such chattel mortgage or other security instrument. Trustor further agrees to pay
to Beneficiary on demand all reasonable costs and expenses incurred by Beneficiary in
connection with the preparation, execution, recording, filing and refiling of any such instrument
or document, including the charges for examining title and the attorneys' fees for rendering an
opinion as to priority of this Deed of Trust and of such chattel mortgage or other security
instrument as a valid and subsisting lien. However, neither a request so made by Beneficiary, nor
the failure of Beneficiary to make such request shall be construed as a release of such Property,
or any part thereof, from the conveyance of title under this Deed of Trust, it being understood
and agreed that this covenant and any such chattel mortgage, security agreement or other similar
security instrument delivered to Beneficiary are cumulative and given as additional security.
44. Time of Performance. Time is of the essence hereof in connection with
all obligations of the Trustor herein and under the DDA and Promissory Note.
45. Notices. The undersigned Trustor requests that a copy of any Notice of
Default or Notice of Sale hereunder be mailed to it at its address as hereinbefore set forth. Any
notices to be given to Trustor by Beneficiary hereunder shall be sufficient, if personally
delivered or mailed, postage prepaid, to the address of the Trustor stated hereinabove, or to such
other address that Trustor has requested in writing to Beneficiary. Any time period provided in
the giving of any notice hereunder shall commence upon the date such notice is delivered or
deposited with the United States Postal Service for delivery by regular first-class postage pre-
paid mail, as officially recorded on the certified mail receipt.
46. Beneficiary's Right to Inspect. Beneficiary and its agents and
representatives may enter upon the Property at all reasonable times to attend to Beneficiary's
interest and to inspect the Property.
47. RESERVED
48. Assignment bv Beneficiarv: Participation. Beneficiary may assign this
Deed of Trust in whole or in part to any person and may grant participations in any of its rights
under this Deed of Trust, without notice and without affecting Trustor's liability under this Deed
of Trust. In connection with any proposed assignment, participation or similar arrangement,
Beneficiary may make available to any person all credit and financial data furnished or to be
furnished to Beneficiary by Trustor. Trustor agrees to provide to the person designated by
Beneficiary any information as such person may reasonably require to form a decision regarding
the proposed assignment, participation or other arrangement. Trustor may not assign this Deed of
Trust to any person at any time, except in connection with a transaction approved in writing by
Beneficiary, under the terms of this Deed of Trust.
49. RESERVED
Exh. "E" - 28
882003:2151.1
50. Legal Relationships. The relationship between Beneficiary and Trustor is
similar to that of lender and borrower, and no partnership, joint venture, or other similar
relationship shall be inferred from this Deed of Trust. Trustor shall not have the right or authority
to make representations, to act, or to incur debts or liabilities on behalf of Beneficiary. Trustor is
not executing this Deed of Trust as an agent or nominee for an undisclosed principal, and no
third party beneficiaries are or shall be created by the execution of this Deed of Trust, other than
by the assignment by Beneficiary of this Deed of Trust.
51. RESERVED
52. Modification. This Deed of Trust may be amended, modified, changed or
varied only by a written agreement signed by all of the parties hereto. No requirement of this
Deed of Trust may be waived, at any time, except in a writing signed by Beneficiary and any
such waiver shall be effective only as to its terms and on a single occasion. Neither, Beneficiary's
delay or omission in exercising any right, power or remedy under this Deed of Trust upon default
of Trustor nor Beneficiary'S failure to insist upon strict performance of any of the covenants or
agreements contained in this Deed of Trust shall be construed as a waiver of any such right,
power, remedy, covenant or agreement or as an acquiescence in Trustor's breach or default.
53. Successors. Subject to the prohibitions against Trustor'S assignments
herein, this Deed of Trust shall inure to the benefit of and bind all of the parties, their successors,
estates, heirs, personal representatives and assigns.
54. Partiallnvaliditv. If a court of competent jurisdiction finally determines
that any provision of this Deed of Trust is invalid or unenforceable, the court S determination
shall not affect the validity or enforceability of the remaining provisions of this Deed of Trust. In
such event, this Deed of Trust shall be construed as if it did not contain the particular provision
that was determined to be invalid or unenforceable. No such determination shall affect any
provision of this Deed of Trust to the extent that it is otherwise enforceable under the laws of any
other applicable jurisdiction.
55. Mutual Negotiation. Beneficiary and Trustor confirm that they have
mutually negotiated this Deed of Trust and that none of the terms or provisions of this Deed of
Trust shall be construed against either party.
56. Paragraph Headings. The paragraph headings are for convenience only
and in no way define, limit, extend, or describe the scope or intent of this Deed of Trust or any of
its provisions.
57. Applicable Law. This Deed of Trust and the rights of the parties
hereunder shall be governed by, construed and enforced in accordance with the laws of the State
of California.
58. Entire Agreement. This Deed of Trust, including any exhibits or addenda,
contains the entire agreement of the parties with respect to the subject matter hereof
Exh. "E" - 29
SB2003:2151.1
59. Countemarts. This Deed of Trust may be executed in two or more
counterparts, all of which together shall constitute one and the same instrument and lien. The
signature pages of exact copies of this Deed of Trust may be attached to one copy to form one
complete document. Additional copies of this Deed of Trust may be executed in counterparts and
recorded in two or more counties, all of which shall constitute one and the same instrument and
lien.
60. Fixture Filing and Recording. This Deed of Trust constitutes a financing
statement filed as a fixture filing under California Commercial Code Section 9502( c), as
amended or recodified from time to time. This Deed of Trust is to be recorded in the real estate
records of Los Angeles County, California, and covers goods that are, or are to become, fixtures.
61. Survival of Reoresentations and Warranties. All of Trustor's
representations and warranties contained in this Deed of Trust shall be true and correct at all
times during the term of the Loan secured hereby, until performance of all obligations set forth in
the DDA and in the Promissory Note or, alternatively, full repayment of the Loan and release
and reconveyance of this Deed of Trust.
IN WITNESS WHEREOF, Trustor hereby duly executes this Deed of Trust as of
the day and year first above written.
TRUSTOR
a
By:
Its
By:
Its
[NOTARY JURATS ATTACHED]
EXHIBIT "A"
LEGAL DESCRIPTION
Exh. "E" - 30
SB2003:2151.1
Exh. "E" - 31
SB2003:2151.1
EXHIBIT "F"
AGENCY GRANT DEED
[TO COME]
[to include reservation of water rights with no rights to surface entry]
Exh. "F" - 1
882003:2151.1
EXHIBIT "G"
SCHEDULE OF PERFORMANCE
(Days shall be calendar days, and all dates herein are
subject to change due to force majeure in accordance with
Section 7.05 of the Agreement)
Agency approval of DO A
April _, 2003
Developer shall perform the following after receipt of the relevant govermnental approvals and
permits:
(a) Commence mass grading the entire Property area (as appropriate) within sixty (60) days
after Close of Escrow and approval of master grading plan.
(b) Install drainage facilities and utilities, as appropriate, for the development plan.
(c) Develop Residences in an orderly fashion based on prevailing market conditions. It is
intended that 50-100 Residences will be developed initially with the balance to be
completed within five (5) years after the Closing Date.
(d) Mass grading will commence within 60 days after the approval of a master grading plan.
Exh. "G" - I
SB2Q03:2151.1
EXHIBIT "H"
FORM OF CERTIFICATE OF COMPLETION
We, , the Executive Director and
the Assistant Secretary of the Redevelopment Agency of the City of San Bernardino (the
"Agency") hereby certify as follows:
By its Resolution No. _, adopted and approved
resolved as follows:
, 200_, the Agency has
Section 1. The improvements required to be constructed in accordance with that
certain Disposition and Development Agreement (the "Agreement") dated , by and
between the Agency and Jr. Watson & Associates Development Co., a California corporation or
its Approved Assignee as defined in the Agreement (the "Developer") on that certain real
property more fully described in Exhibit "A" attached hereto and incorporated herein by this
reference (the "Property"), have been completed in accordance with the provisions of said
Agreement.
Section 2. This Certificate of Completion shall constitute a conclusive
determination of satisfaction of the agreements and covenants contained in the Agreement with
respect to the obligations of the Developer, and its successors and assigns, to construct and
develop the improvements on the Property, excluding any normal and customary tenant
improvements and minor building "punch-list" items, and including any and all buildings and
any and all parking, landscaping and related improvements necessary to support or which meet
the requirements applicable to the buildings and their use and occupancy on the Property, all as
described in the Agreement, and to otherwise comply with the Developer's obligations under the
Agreement with respect to the Property and the dates for the beginning and completion of
construction of improvements thereon under the Agreement; provided, however, that the Agency
may enforce any covenant surviving this Certificate of Completion in accordance with the terms
and conditions of the Agreement and the grant deed pursuant to which the property containing
the Property was conveyed under the Agreement. Said Agreement is an official record of the
Agency and a copy of said Agreement may be inspected in the office of the Secretary of the
Redevelopment Agency of the City of San Bernardino located at 201 North "E" Street, Suite
301, San Bernardino, California, during regular business hours.
DATED AND ISSUED this _ day of
,200_.
Executive Director
ATTEST:
Assistant Secretary
Exh. "H" - 1
882003:2151.1
CITY OF SAN BERNARDINO
Interoffice Memorandum
CITY CLERK'S OFFICE
Records and Information Management (RIM) Program
DATE:
June 6, 2003
TO:
Margaret Parker, Secretary
FROM:
Michelle Taylor, Senior Secretary
RE:
Resolution CDC/2003-20
At the Mayor and Common Council meeting of June 2, 2003, the City of San Bernardino
adopted Resolution CDC/2003-20 - Resolution... approving that certain disposition and
development agreement by and between the Redevelopment Agency and JR. Watson &
Associates Development Co.
Please obtain all signatures and return the original agreement to the City Clerk's Office. If you
have any questions, please do not hesitate to contact me at ex!. 3206. Thank you.
Michelle Taylor
Senior Secretary
I hereby acknowledge receipt of this memorandum.
Signed:
711/}:://.!/,,';M4.R.M-J
/ /
6/';2(' /er?;
, /
Please sign and return
Date:
t
.
CITY OF SAN BERNARDINO
Interoffice Memorandum
CITY CLERK'S OFFICE
Records and Information Management (RIM) Program
DATE:
June 6, 2003
TO:
Margaret Parker, Secretary
FROM:
Michelle Taylor, Senior Secretary
RE:
Resolution 2003-120
At the Mayor and Common Council meeting of June 2, 2003, the City of San Bernardino
adopted Resolution 2003-120 - Resolution approving that certain purchase and sale agreement
by and between the City of San Bernardino and the Redevelopment Agency relating to property
located at the northwest corner of University Parkway and Northpark Boulevard.
Please obtain all signatures and return the original agreement to the City Clerk's Office. If you
have any questions, please do not hesitate to contact me at ext. 3206. Thank you.
Michelle Taylor
Senior Secretary
I hereby acknowledge receipt of this memorandum.
Signed:
/J /h'j}1U/ ;f}dl'4. /
~':k
& ';;c (13
I I
Please sign and return
Date:
ECONOMIC DEVELOPMENT AGENCY
OF THE CITY OF SAN BERNARDINO
INTER-OFFICE MEMORANDUM
SUBJECT:
Michelle Taylor, Senior Secretary, Clerk's Office
~)
_1,1 I Margaret Parker, Secretary
Executed Agreement
TO:
FROM:
DATE:
July 7,2003
Enclosed is the fully executed Agreement pertaining to the following resolutions:
CDC/2003-20,2003-120
2003 Disposition and Development Agreement by
and between Redevelopment Agency of the City of
San Bernardino and J.R. Watson & Associates
Development Co.
Thank you,
Margaret
Encl: Original Agreement
cc: Barbara Lindseth (with Original Agreement)
Musibau Arogundade (with Copy of Agreement)
Barbara Sharp (with Copy of Agreement)
ECONOMIC DEVELOPMENT AGENCY
OF THE CITY OF SAN BERNARDINO
INTER-OFFICE MEMORANDUM
FROM:
Michelle Taylor, Senior Secretary, City Clerk
~'\ f Margaret Parker, Secretary
TO:
SUBJECT:
Executed Documents
DATE:
July 22, 2003
Enclosed is a copy of the fully executed Agreement pertaining to the following resolution:
2003-120
Purchase and Sale Agreement (Parcels Located at Northwest Comer of
University Parkway and Northpark Boulevard)
I have also enclosed a copy ofthe executed Amended Commitment Schedule for Note No. B-94-
MC-06-0539-A which was adopted at the Council meeting of July 21,2003 (Agenda Item No.
16).
Let me know if you have any questions.
Thank you,
Margaret
Enclosures
cc: Barbara Lindseth (with enclosures)
Barbara Sharp (with enclosures)
Musibau Arogundade (with copy of Purchase and Sale Agreement)
,.
** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT **
RESOLUTION AGENDA ITEM TRACKING FORM
Meeting Date (Date Adopted): ~- '2- (;"3
Vote: Ayes 1- 'l Nays
R 22. A
Item #
..(3-
Abstain
Change to motion to amend original documents:
Reso. # On Attachments: ~ Contract term: --
Note on Resolution of Attachment stored separately: ~
Direct City Clerk to (circle 1): PUBLISH, POST, RECORD W/COUNTY
,.
<.0 - .it -C) ~~
Date Sent to Mayor:
Date of Mayor's Signature: (.,,4 -05
Date ofClerk/CDC Signature: (". 5' c, -"',
Resolution #
c. {X:.. I Z C.D3 - d ()
.
..(---) Absent B
:3C:~. -ZC05 - I d- 0
Null/Void After: &0 {)i'~:" I ~ -(-O'S
By: -
Reso. Log Updated:
Seal Impressed:
./'
--
Date Memo/Letter Sent for Signature:
60 Day Reminder Letter Sent on 30th day:
90 Day Reminder Letter Sent on 45th day:
See Attached:;/' Date Returned: I). lS.a .;;;
See Attached:
See Attached:
Co -f,," c<~
Request for Council Action & Staff Report Attached:
Updated Prior Resolutions (Other Than Below):
Updated CITY Personuel Folders (6413, 6429, 6433, 10584, 10585, 12634):
Updated CDC Personnel Folders (5557):
Updated Traffic Folders (3985, 8234, 655, 92-389):
Copies Distributed to:
City Attorney
Parks & Rec.
Code Compliance Dev. Services
Police Public Services Water
Notes:
YesL No By
Yes No..L By
Yes NoL By
Yes No ..L By
Yes No ..L B
FDA
/
MIS
Finance
Others:
BEFORE FILING. REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE
YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term. etc.)
Ready to File: _
Date:
Revised 01/12/01
'!
"
** FOR OFFICE USE ONLY - NOT A PUBLIC DOCUMENT **
RESOLUTION AGENDA ITEM TRACKING FORM
See Attached: ,,/ Date Returned: 1\-" - 0 <-,
See Attached:
See Attached:
Meeting Date (Date Adopted): (, - Z - C'5 Item # fZ 2 Z C,
Vote: Ayes I -', Nays e- Abstain
Change to motion to amend original documents:
Reso, # On Attachments: ~ Contract term:
Note on Resolution of Attachment stored separately: ~
Direct City Clerk to (circle I): PUBLISH, POST, RECORD W/COUNTY By:
~,
(,-~-Q3
Date Sent to Mayor:
Date of Mayor's Signature: (" - ,\-03
Date of Clerk/CDC Signature: (0 -- :5-<,,2';>
Date Memo/Letter Sent for Signature:
I,; -(,_ -0"'>
60 Day Reminder Letter Sent on 30th day:
90 Day Reminder Letter Sent on 45th day:
Request for Council Action & Staff Report Attached:
Updated Prior Resolutions (Other Than Below):
Updated CITY Personnel Folders (6413, 6429, 6433,10584,10585,12634):
Updated CDC Personnel Folders (5557):
Updated Traffic Folders (3985, 8234, 655,92-389):
Copies Distribnted to:
City Attorney /
Parks & Rec,
Code Compliance
Dev. Services
Water
Public Services
Police
Notes:
Resolution # 2co3 - \ 2' 0
~ Absent &-
~'5:E- c DC /20<::) 3 -2 0
1
Null/Void After:!.::: () DP>'1.J / IS' -1-0_-'3
,
Reso, Log Updated:
Seal Impressed:
.,/
/""
Yes--..L- No By
Yes No~ By_
Yes No-L B
Yes No.--L B
Yes NoL B
EDA
./
MIS
Finance
Others:
BEFORE FILING, REVIEW FORM TO ENSURE ANY NOTATIONS MADE HERE ARE TRANSFERRED TO THE
YEARLY RESOLUTION CHRONOLOGICAL LOG FOR FUTURE REFERENCE (Contract Term, etc,)
Ready to File: _
Date:
Revised 01/12/01