HomeMy WebLinkAbout16- Redevelopment Agency D E V E L O P MEN T D E P A R T MEN T
OF THE CITY OF SAN BERNARDINO
i
REQUEST FOR COMMISSION/COUNCIL ACTION
From: KENNETH J. HENDERSON Subject: STEWARD OWNER PARTICIPA-
Executive Director TION AGREEMENT (OPA) -
570 W. FOURTH STREET, OLD
Date: February 10, 1993 GAS COMPANY BUILDING
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Synopsis of Previous Commission/Council/Committee Action(s):
On February 4, 1993, the Redevelopment Committee recommended that this
matter be forwarded to the Community Development Commission.
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Recommended Motion(s):
(Community Development Commission)
MOTION: That the Community Development Commission authorize the
Executive Director to execute an Owner Participation
Agreement with Allan Steward, Inc. for the acquisition
and renovation of the former Southern California Gas
Company building located at 570 West Fourth Street in the
Central City North project area, to make necessary
changes in said Agreement as approved by Agency Special
Counsel and determined in final negotiations, and to
execute all documents necessary to implement and complete
said Agreement; and authorize modification of the
Agency's 1992-1993 budget to provide for a $350,000
investment by the Central City project area in the form
of a secured loan to Allan Steward, Inc.
C-7;22L,
Administrator KE TH J. HENDERSON
Executive Director
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Contact Person(s) : Kenneth Henderson/John Hoeger Phone: 5081
Project Area(s) : Central City North Ward(s): One
Supporting Data Attached: Staff Report; Owner Participation Agreement
FUNDING REQUIREMENTS: Amount: $ 350,000 Source: Tax Increment
Budget Authority: See agenda item .
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Commission/Council Notes:
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KJH:JBH:dle:6043R COMMISSION MEETING AGENDA
Meeting Date: 02/15/1993
Agenda Item Number:
D E V E L O P M E N T D E P A R T M E N T
OF THE CITY OF SAN BERNARDINO
STAFF REPORT
STEWARD OWNER PARTICIPATION AGREEMENT - 570 WEST FOURTH STREET
On September 24, 1992, and again on October 22, 1992, the Redevelopment
Committee considered a request for assistance from Mr. Mark Kaufman and
his partners who were renovating the old Gas Company Building at 570 West
4th Street. Assistance was not recommended by the staff due largely to
the building being overencumbered by financing totaling in excess of $2.2
million. Since that time, American Commerce National Bank has continued
with foreclosure proceedings and a sale was scheduled for January 28,
1993. At the request of staff, the bank continued its sale until
February 19, 1993 to allow consideration by the Community Development
Commission of a new proposal by Mr. Al Steward. Mr. Steward proposes to
purchase the building at the foreclosure sale, complete the renovation of
the building and fully occupy it by leasing to tenants he has obtained.
In return for a twenty-five percent (25%) share of the returns from the
project, staff proposes Agency assistance in the form of a secured
$350,000 loan plus a guarantee to the bank of its mortgage.
Project Proposal:
American Commerce National Bank has agreed to provide a $1.3 million loan
to Mr. Steward (with the Agency's guarantee) for the purchase of the
building at a price of $1.5 million. As part of the transaction, the
bank will also complete the tenant improvements for Concord Career
College and for Inland Counties Legal Services who will, together, occupy
the majority of the leasable space. While the bank is taking a
substantial loss in the transaction, it has contingent guarantees from
Mr. Kaufman and his partners which it will pursue.
Mr. Steward has obtained Cross-Colors as a retail tenant for the
remaining downstairs space so that the building will be fully leased.
Additional capital, estimated at $50,000, will be required to install
them as tenants. There will also be operating expenses during the "free
rent" periods of both the Concord and the Inland Counties leases. These
expenses are not expected to exceed $100,000. To assist in financing the
transaction, staff is proposing that the Agency loan Mr. Steward $350,000
to be secured by a deed of trust, but subordinate to the bank's loan.
That will result in a total encumbrance on the building of $1,650,000
which is less than the building's assessed value and which corrects the
basic imbalance inherent in the earlier Kaufman proposals.
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KJH:JBH:dle:6043R COMMISSION MEETING AGENDA
Meeting Date: 02/15/1993
Agenda Item Number:
6
DEVELOPMENT DEPARTMENT STAFF REPORT
RE: STEWARD OPA - 570 W. FOURTH STREET, OLD GAS COMPANY
February 10, 1993
Page Number -1-
Proposed Agency Participation:
The Agency will loan $350,000 to Mr. Steward secured by a deed of trust.
The loan will be at American Commerce National Bank's prime rate plus two
points (for a total of 8% currently). The term will be three (3) years.
There will be an extension available of two (2) additional years provided
the note is not in default. The note will provide for interest (only)
payments which are due quarterly, will contain a "due on sale" clause and
will provide for a one (1) point origination fee. As mentioned above,
the Agency will be guaranteeing the first trust deed to the bank and it
is the most recent recommendation of Agency Special Counsel that Mr.
Steward execute a second deed of trust covering the same loan as the
first, to protect the Agency in case of any default by Mr. Steward. The
Agency's $350,000 loan will be in second position and secured by a third
deed of trust.
As an incentive, the Agency will receive a twenty-five percent (25%)
share of the net operating proceeds of the building, plus a twenty-five
percent (25%) share from the net proceeds of any refinancing and upon
sale. The Agency will have control over authorizing any payments that
are made back to Mr. Steward or his associates. Additionally, the Agency
would have the right to review and disapprove any improper sales costs
in calculating the net proceeds from any refinance or sale.
Benefits to the City and Agency:
Mr. Steward has obtained leases for the entire building which include the
new retail use on the ground floor. While the majority of the tenants
would be relocating within the City of San Bernardino, their moves allow
for expansion and, together with the new retail use, 12 to 15 new jobs
would be expected initially, with the opportunity for additional jobs in
the future. Utility taxes are expected to be approximately $2,400 per
year and additional sales tax to the City should be about $7,000 per
year. Net tax increment is not likely to change significantly, as the
existing assessed value is $1,930,000. The primary benefit for the City
is the filling of an empty building, providing a vital and functional use
adjacent to the California Theater and across the street from the
Carousel Mall and the Stater Bros. shopping center. As an incentive for
the Agency, it will receive twenty-five percent (25%) of the net proceeds
of the venture.
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KJH:JBH:dle:6043R COMMISSION MEETING AGENDA
Meeting Date: 02/15/1993
Agenda Item Number:
l t ��
DEVELOPMENT DEPARTMENT STAFF REPORT
RE: STEWARD OPA — 570 W. FOURTH STREET, OLD GAS COMPANY
February 10, 1993
Page Number —3—
Recommendation:
Agency Special Counsel is drafting an Owner Participation Agreement (OPA)
that will contain the elements described above. It is to be ready for
presentation at the Community Development Commission meeting of February
15, 1993. The bank has indicated that it cannot further extend its sale
date and that the sale must occur on February 19, 1993. With this
deadline in mind, the Committee forwarded the matter to the Commission
with the understanding that the final agreement would be distributed
prior to the Commission meeting. The most recent draft available at the
time of distribution of this agenda item is attached. Any further
progress will be reported by staff at the Commission meeting.
Staff recommends adoption of the form motion.
KENNETH J. HENDERSON, Executive Director
Development Department
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KJH:JBH:dle:6043R COMMISSION MEETING AGENDA
Meeting Date: 02/15/1993
Agenda Item Number:
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OWNER PARTICIPATION AGREEMENT
THIS AGREEMENT IS ENTERED INTO this day of
1993 , by and between the REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO (the "Agency") , AL STEWARD, INC. , a
California corporation (the "Participant") and Al Steward, a single
man ("Steward") . Agency and Participant hereby agree as follows:
I. [100] SUBJECT OF AGREEMENT
A. [101] Purpose of Agreement
The purpose of this Agreement is to effectuate the
Redevelopment Plan for the Central City North Redevelopment Project
(the "Redevelopment Plan") by providing for Agency assistance to
Participant in connection with the acquisition and improvement of
the Site, which is located in and will benefit the Central City
North Redevelopment Project Area (the "Project Area") . The
acquisition and improvement of the Site pursuant to this Agreement
is in the vital and best interests of the City of San Bernardino,
California (the "City") and the health, safety and welfare of its
residents, and in accord with the public purposes and provisions of
applicable state and local laws and requirements under which the
Redevelopment Plan has been undertaken.
Ile
B. [102] The Redevelopment Plan
kL The Redevelopment Plan was approved by ordinance of the
Common Council of the City of San Bernardino; said ordinance and
the Redevelopment Plan as so approved are incorporated herein by
reference.
C. [103] The Site
The Site is that certain real property generally located
at 570 West 4th Street in the City of San Bernardino and as more
fully described in the "Legal Description of the Site", which is
attached hereto as Attachment No. 1 and is incorporated herein by
this reference.
D. (104) Parties to the Agreement
1. (105) The Agency
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 seq. )
The principal office of the Agency is located at 201 North "E"
Street, San Bernardino, California 92401.
"Agency", as used in this Agreement, includes the
Community Development Commission of the City of San Bernardino, the
Economic Development Agency of the City of San Bernardino, the
Redevelopment Agency of the City of San Bernardino, and any
assignee of or successor to their rights, powers and
responsibilities.
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Steward shall execute a Surety Agreement in the form of
Attachment No. 2 attached hereto and incorporated herein by this
reference in order to guaranty the performance of the Participant
under this Agreement.
2 . [106] The Participant
The principal office and mailing address of the
Participant for purposes of this Agreement is as follows:
Allan Steward, Inc.
Schneider Commercial Real Estate
268 W. Hospitality Lane
San Bernardino, California 92408
Attn: Allan Steward
The Participant qualifies as an owner participant
pursuant to the Redevelopment Plan and rules promulgated pursuant
thereto pertaining to owner participation.
3 . [107] Steward
The principal office and mailing address of Steward for
the purposes of this Agreement is as follows:
Allan Steward
Schneider Commercial Real Estate
268 W. Hospitality Lane
San Bernardino, California 92408
4. [108] Prohibition Against Change in Ownership
Management and Control of the
Participant
The qualifications and identity of the Participant 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 Participant. No voluntary or involuntary
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successor in interest of the Participant shall acquire any rights
or powers under this Agreement except as expressly set forth
herein.
The Participant shall not assign all or any part of this
Agreement or any rights hereunder without the prior written
approval of the Agency, which approval the Agency may grant,
withhold or deny at its discretion. In the event of such transfer
or assignment: (1) the assignee shall expressly assume the
obligations of the Participant pursuant to this Agreement in
writing satisfactory to the Agency; (2) the original Participant
shall remain fully responsible for the performance and liable for
the obligations of the Participant pursuant to this Agreement; and
(3) any guarantees provided to assure the performance of the
Participant's obligations under this Agreement shall remain in full
force and effect.
In the absence of specific written agreement by the
Agency, no such transfer, assignment or approval by the Agency
shall be deemed to relieve the Participant or any other party from
any obligation under this Agreement.
All of the terms, covenants and conditions of this
Agreement shall be binding upon and shall inure to the benefit of
the Participant and the permitted successors and assigns of the
Participant. Whenever the term "Participant" is used herein, such
YL term shall include any other permitted successors and assigns as
herein provided.
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The restrictions of this Section 108 shall terminate and
be of no further force and effect upon the later of (i) repayment
in full of the Participant Loan and the Agency Loan (both as
hereinafter defined) to which the Agreement applies or (ii) five
(5) years from the date hereof.
5. [109] Benefit to Project Area
The Agency has determined that the acquisition and
development of the Site in accordance with this Agreement will
eliminate blight and provide a benefit to the Project Area through
the rehabilitation and renovation of an existing building which
will be suitable for occupancy by commercial and business tenants.
The renovation of said office building will provide , employment
opportunities to residents of the Project Area while the renovation
of the structure itself will help eliminate blighting conditions.
II. (200) AGENCY ASSISTANCE
A. [201] Participant Loan Guaranty
The Agency agrees to guaranty (the "Guaranty") repayment
by Participant of a certain loan in favor of American Commerce
National Bank, or such other lender as the Agency may approve in
writing (hereinafter referred to as the "Bank") , which loan is to
be in a principal amount equal to One Million Three Hundred
Thousand Dollars ($1, 300, 000) (the "Participant Loan") . The
proceeds of the Participant Loan are to be used by Participant to
acquire the Site and cause and complete the renovation of the
existing structures on the Site (the "Project") . The Guaranty
shall be reflected in a certain Guaranty Agreement in favor of the
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lender, as provided in Section hereof, and shall be in a form
substantially similar to Attachment No. 3 attached hereto and
incorporated herein by reference. In consideration for the
provision of the Guaranty, the Participant shall cause the
completion of the Project within the time set forth in the Schedule
of Performance (as hereinafter defined) and shall execute a second
Deed of Trust conveying title to the Site in favor of the Agency as
provided in Section hereof.
The Agency's obligation with respect to the execution and
provision of the Guaranty shall become binding only at such time as
the Agency has received an executed original of this Agreement and
a second Deed of Trust to the Site.
(202) Agency Loan
In addition to the provision of the Guaranty, the Agency
agrees to loan to the Participant an amount equal to Three Hundred
Fifty Thousand Dollars ($350, 000) (the "Agency Loan") . The
proceeds of the Agency Loan are to be used by Participant to assist
in the renovation of the building located on the Site. The Agency
Loan shall be reflected in a certain Promissory Note in favor of
the Agency, as provided in Section hereof, which shall be in a
form substantially similar to Attachment No. 4 attached hereto and
incorporated herein by reference. In consideration for the
Agency's provision of the Agency Loan, the Participant shall cause
the completion of the Project in accordance with the Schedule of
Performance and shall execute a third Deed of Trust conveying title
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to the Site in favor of the Agency as provided in Section
hereof.
The Agency's obligation with respect to the execution and
provision of the Agency Loan shall become binding only upon (i) the
availability of funds provided through the Participant Loan and the
funding of said Participant Loan, (ii) the Agency's receipt of an
executed original of this Agreement and a third Deed of Trust and
(iii) a countersigned Certificate of Insurance as provided in
Section 305 hereof.
(203) Agency Participation
As further consideration of the provision of the Guaranty
and the Agency Loan, the Participant agrees that the Agency shall
share in twenty-five percent (25%) of (i) any Net Operating
Proceeds, (ii) any Refinancing Proceeds or (iii) any Resale
Proceeds, all as such terms are defined in Attachment attached
hereto and incorporated herein by this reference.
III. (300] ACQUISITION AND IMPROVEMENT OF THE SITE
A. (301) Acquisition and Improvement by Participant
The Participant and the Agency agree that the central
purpose of this Agreement is to provide for the acquisition and
renovation of a square foot building as described in the
Scope of Development (see Section 302) . The Project shall enable
the Participant to create additional employment opportunities in
the Project Area, to produce additional tax increment for the
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t
Project Area and to provide for additional office and retail space
opportunities in the City.
1. [302] Scope of Development
The Site shall be developed by the Participant as
provided in the "Scope of Development", which is attached hereto as
Attachment No. 5 and is incorporated herein and in a manner
consistent with the provisions of the Redevelopment Plan.
2. [303] Cost of Construction
The costs of acquiring and constructing the Project shall
be borne solely by Participant. The Agency shall have no
obligations, other than as expressly set forth herein, with respect
to the funding of the Project.
3 . [304] Construction Schedule
Upon execution of this Agreement, the Participant will
promptly begin and diligently prosecute to complete the Project.
The Participant shall begin and complete all construction and
development of the Project within the times specified in the
"Schedule of Performance" which is attached hereto as Attachment
No. 6 and incorporated herein. The Participant shall strictly
conform to all time requirements and limitations set forth in this
Agreement.
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4 . [305) Bodily Injury and Property Damage
Insurance
The Participant shall defend, assume all responsibility
for and hold the Agency, the City and their respective officers,
agents and employees, harmless from all claims or suits for, and
damages to, property and injuries to persons, including accidental
death (including attorneys ' fees and costs) , which may be caused by
any of Participant's activities under this Agreement, whether such
activities or performance thereof be by the Participant or anyone
directly or indirectly employed or contracted with by the
Participant and whether such damage shall accrue or be discovered
before or after termination of this Agreement. The Participant
shall take out and maintain a comprehensive liability and property
damage policy in the amount of One Million Dollars ($1, 000, 000)
combined single limit policy, including contractual public
liability, and shall protect the Participant, the City and the
Agency from claims for such damages until two (2) years after the
later of expiration of the Participant Loan or the Agency Loan.
The Participant shall furnish a certificate of insurance
countersigned by an authorized agent of the insurance carrier on a
form of the insurance carrier setting forth the general provisions
of the insurance coverage. This countersigned certificate shall
name the City and Agency and their respective officers, agents, and
employees as additional insureds under the policy. The certificate
by the insurance carrier shall contain a statement of obligation on
the part of the carrier to notify the City and Agency of any
material change, cancellation or termination of the coverage at
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least thirty (30) days in advance of the effective date of any such
material change, cancellation or termination. Coverage provided
hereunder by the Participant shall be primary insurance and not
contributing with any insurance maintained by the Agency or City,
and the policy shall contain such an endorsement. The insurance
policy or the certificate of insurance shall contain a waiver of
subrogation for the benefit of the City and Agency.
The Participant shall furnish or cause to be furnished to
the Agency evidence satisfactory to the Agency that any contractor
with whom it has contracted for the performance of work on the Site
or otherwise pursuant to this Agreement carries workers'
compensation insurance as required by law.
5. [306) City and Other Governmental Agency Permits
Prior to the disbursement of any proceeds representing
the provision of the Guaranty, the Agency Loan, or commencement of
the Project or other construction or development of any buildings,
structures or other works of improvement upon the Site, the
Participant shall, at its own expense, secure or cause to be
secured any and all permits for all necessary improvements which
may be required by the City or any other governmental agency having
jurisdiction over such construction, development or work.
Nothing contained in this Agreement shall be deemed to be
an approval by the City of any application or permit required to be
obtained by the Participant from the City.
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6. [307] Rights of Access
For the purpose of assuring compliance with this
Agreement, representatives of the Agency and the City shall have
the right of access to the Site, without charges or fees, at normal
construction hours during the period of work for the purposes of
this Agreement, including, but not limited to, the inspection of
the work being performed in constructing the improvements, so long
as they comply with all safety rules. Such representatives of the
Agency or of the City shall be those who are so identified in
writing by the Executive Director of the Agency. The Agency shall
hold the Participant harmless from any bodily injury or related
damages arising out of the activities of the Agency and the City as
referred to in this Section 307 and resulting from the gross
negligence or willful misconduct of the City or Agency. This
Section 307 shall not be deemed to diminish or limit any rights
which the City or Agency may have by operation of law irrespective
of this Agreement.
7 . [308] Local, State and Federal Laws
The Participant shall carry out the Project and all
related activities on the Site in conformity with all applicable
laws, including all applicable federal and state labor standards
and prevailing wage and public bid procedures; provided, however,
the Participant and its contractors, successors, assigns,
transferees, and lessees are not waiving their rights to contest
any such laws, rules, standards or procedures. Unless otherwise
exempted pursuant to State or Federal law, the Participant and its
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contractors and sub-contractors shall pay prevailing wages to all
employees with respect to the Project.
8. (309) Antidiscrimination During Construction
The Participant, for itself and successors and assigns,
agrees that in the construction of the improvements provided for in
this Agreement, the Participant shall not discriminate against any
employee or applicant for employment because of race, color, creed,
religion, age, sex, marital status, handicap, national origin or
ancestry.
9. (310) Minority Employment Obligations. T h e
Participant hereby covenants to use its best efforts to afford the
opportunity to qualified Minority Business Enterprises (MBE's) to
submit bids and proposals on the renovation work comprising the
Project. Bidders for the Project shall be expected to solicit and
use minorities in their bidding, subcontracting and material
purchases. The Participant shall make positive good faith efforts
to inform qualified MBE's of available business opportunities.
A bona fide MBE is a business which is owned and
controlled by at least fifty-one percent (51%) by minority group
members. Minority group members are Blacks, Hispanics, American
Indians, Orientals, females and other socially or economically
disadvantaged groups.
The Participant shall adhere to the goal for the
participation of qualified non-women MBE's in the development of
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the Project of fifteen percent (15%) of the total contract price
I
and of an additional five percent (5%) of the total contract price
for women contractors.
The Participant shall have any qualified MBE bidders
document their compliance with this Section 310 in one of two ways:
1. if bidder is a qualified MBE, by a written statement
to that effect; or
2 . if bidder will joint venture with a qualified MBE or
subcontracts a substantial portion of the contract to a
qualified MBE, by a written statement to that effect which
shows the percentage of MBE participation.
L
The Agency will assist in locating qualified MBE's in
order for the Participant to issue notices and requests for bidding
and agrees to otherwise assist Participant, to the extent feasible,
in order that Participant can satisfy it's obligations under this
Section 310.
B. [311] Taxes, Assessments, Encumbrances and Liens
Prior to repayment in full of the Participant Loan and
the Agency Loan, the Participant shall not place or allow to be
placed on the Site or any part thereof any mortgage, trust deed,
encumbrance or lien without the express prior written consent of
the Agency.
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C. (312) Prohibition Against Transfer of the Site, the
Buildings or Structures thereon and Assignment
of Agreement
Prior to expiration of the Guaranty or the Agency Loan,
whichever is later, the Participant shall not, except as permitted
by this Agreement, without the prior written approval of the
Agency, make any total or partial sale, transfer, conveyance,
assignment or lease of whole or any part of the Site or of the
buildings or structures on the Site. This prohibition shall not be
deemed to prevent a transfer expressly permitted pursuant to
Section 108 of this Agreement, or the granting of temporary or
permanent easements or permits to facilitate the development of the
Site.
D. [313] In Lieu of Tax Increment Fee
Upon expiration of both the Guaranty and the Agency Loan,
and for five (5) years thereafter, Participant agrees that in the
event Participant or any of Participant's successors or assigns
takes any action or through any inaction that reduces the assessed
value, or in any manner causes to be reduced the assessed value of
the Project, or sells, transfers, conveys, assigns, or leases all
or any part of the Site or the building or structures on the Site
to any entity or combination of entities whose status results in a
reduction or elimination in the tax increment revenues that the
Agency in its sole determination would otherwise have received upon
annual valuation assessments of the Site and the Project in
accordance with Article XIIIA of the California Constitution, which
are attributable to the Project, then Participant or its
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successors, as applicable, shall pay the Agency semi-annually on
February 1, and on August 1, an in lieu of tax increment fee equal
to the amount of tax increment that the Agency would have otherwise
received during the preceding six (6) month period terminating on
December 31 and June 30, respectively. Such in lieu of tax
increment fee shall be calculated as the difference between the tax
increment revenue actually received by the Agency and the tax
increment payment that would have been received attributable to the
Project had not such reduction in assessed value, sale(s) ,
transfer(s) , conveyance(s) , assignment(s) , or lease(s) been made.
This Section 313 shall remain in effect for five (5) years
following the expiration of the Participant Loan and the Agency
Loan and shall not be extinguished by issuance of any Certificate
of Completion issued pursuant to Section 402 of this Agreement.
E. [314] Guaranty; Promissory Note; Deeds of Trust
1. [315] Guaranty
The Agency shall execute the Guaranty in substantially
the form as attached hereto as Attachment No. 3 , which Guaranty
shall be in favor of the Bank described therein. The Agency's
obligation to guaranty the Participant Loan to the Participant for
purposes of completing the Project shall be in an amount equal to
$1, 300, 000.
2 . [316] Promissory Note
The Participant shall execute a Promissory Note (the
"Note") in favor of the Agency in substantially the form as
attached hereto as Attachment No. 4 evidencing the Agency Loan from
the Agency to the Participant in an amount equal to Three Hundred
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Fifty Thousand Dollars ($350, 000) for the purpose of assisting in
the acquisition and renovation of the Project. The outstanding
balance of the Note shall bear interest from the time of funding
until repayment in full equal to the rate used by American Commerce
National Bank in their transactions with the Agency during such
period plus two percent (2%) . Prior to the expiration of the terms
of the Note, the Participant shall make payments of interest only
on a quarterly basis. The term of the Note shall be three (3)
years with a right to extend for an additional two (2) years
provided the Note is not in default. All modifications or
extensions shall be in writing and signed by both parties.
3 . [317) Deeds of Trust
In consideration for the provision of the Guaranty, the
Op Participant shall execute a second Deed of Trust in the form of
Attachment No. 8, attached hereto and incorporated herein by this
reference. The second Deed of Trust shall be subordinate only to
a first Deed of Trust in the form of Attachment No. 7, attached
hereto and incorporated herein by this reference, in favor of the
Bank necessary to secure the Participant Loan. In order to secure
the Agency Loan and corresponding Note, the Participant shall
execute a third Deed of Trust in the form of Attachment No. 9,
attached hereto and incorporated herein by this reference. Said
third Deed of Trust shall be subordinated to the second Deed of
Trust and/or such other financing as the Agency may approve in
writing for the purposes of completing the Project. The Agency
shall have the right, in the event of any default under the terms
w
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of this Agreement or the Note, to foreclose on either or both Deeds
of Trust as it deems appropriate in its sole discretion.
F. [318] Mortgage, Deed of Trust, Sale and Lease-Back
Financing; Rights of Holders
1. [319] No Encumbrances Except Mortgages, Deeds
of Trust or Sale and Lease-Back for
Development
The Participant intends to obtain, and Agency agrees
thereto, an acquisition and construction loan for the undertaking
of the Project in the approximate amount of $1,300,000.
Participant shall not enter into any other conveyance or lien for
financing without the prior written approval of the Agency, which
approval the Agency agrees to give if any such conveyance or lien
for financing is given to a bank, savings and loan association, or
other similar lending institution and the terms of said financing
are reasonably acceptable to the Agency. Approval of such other
conveyance or lien for financing by the Agency shall not constitute
a subordination of either Deed of Trust to such conveyance or lien
without the express written approval of the Agency. The form of
approval by the Agency shall be in writing which references this
Section 318, executed by the Executive Director of the Agency. In
the event that the Agency fails to accept or reject such lender in
writing within fifteen (15) days after written notice thereof is
received by the Agency, such lender shall be deemed approved.
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G. (320) Right of Agency to Satisfy Other Liens On The
Site
Prior to the completion of the Project, and after the
Participant has had written notice and has failed after a
reasonable time, but in any event not less than fifteen (15) days,
to challenge, cure, adequately bond against, or satisfy any liens
or encumbrances on the Site which are not otherwise permitted under
this Agreement, the Agency shall have the right but not the
obligation to satisfy any such liens or encumbrances and to seek
indemnification therefor from the Participant.
H. (321) Release of Deeds of Trust
Upon the expiration of the Guaranty, the Agency agrees to
reconvey the second Deed of Trust. Upon repayment in full of all
sums owed under the Agency Loan, the Agency agrees to reconvey the
third Deed of Trust. Upon either the recording of a reconveyance
of the full second Deed of Trust and the third Deed of Trust, any
party then owning or thereafter purchasing, leasing or otherwise
acquiring any interest in the Site or the Project shall not, as a
result of such ownership, lease or acquisition, incur any
obligation or liability under this Agreement except that such party
shall be bound by the covenants set forth in Section 401 of this
Agreement, which shall be applicable, each according to its terms.
Regardless of the Participant's ability to complete
construction of the Project, the Participant agrees, subject to any
extensions, to repay the Agency Loan in full within three (3) years
of the date of execution of this Agreement. A failure to do so
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f
within thirty (30) days of Agency's written demand shall constitute
L a material breach of this Agreement and shall entitle the Agency to
declare the Participant in default, and to foreclose upon either
Deed of Trust, and/or to exercise any other remedies available
under this Agreement, either Deed of Trust or at law or in equity.
IV. [400] USES OF SITE
A. [401] Uses - Covenants Running With the Land
The Participant covenants and agrees for itself, its
successors, its assigns, and every successor in interest to the
Site or any part thereof, that for a period of twenty (20) years
commencing on the date of the issuance by City of the Certificate
of Occupancy for the Site, that portion of the Site upon which the
Project is located will be devoted to uses as an office/commercial
t.
building in a manner consistent with the Redevelopment Plan.
The foregoing covenant shall run with the land for twenty
(20) years commencing on the date that the City issues the
Certificate of Occupancy.
The Participant further covenants and warrants that the
Participant shall develop improvements on the Site in accordance
with the Scope of Development. The Participant covenants to
develop the Site in conformity with all applicable laws. The
covenants of this paragraph shall run with the land.
The Participant covenants by and for itself and any
successors in interest that there shall be no discrimination
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against or segregation of any person or group of persons on account
of race, color, creed, religion, sex, marital status , age,
handicap, national origin or ancestry in the sale, lease, sublease,
transfer, use, occupancy, tenure or enjoyment of the Site, nor
shall the Participant 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,
sublessees or vendees of the Site. The foregoing covenants shall
run with the land.
All deeds, leases or contracts pertaining to the Site
shall contain or be subject to substantially the following
nondiscrimination or non-segregation clauses:
1. In deeds: "The grantee herein covenants by and for
himself or herself, his or her heirs, executors, administrators 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, age, handicap, national origin or ancestry in the
sale, lease, sublease, transfer, use, occupancy, tenure or
enjoyment of the land herein conveyed, nor shall the grantee
himself or herself or any person claiming under or through him or
her, 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,
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sublessees or vendees in the land herein conveyed. The foregoing
covenants shall run with the land. "
2 . In leases: "The lessee herein covenants by and for
himself or herself, his or her heirs, executors, administrators and
assigns, and all persons claiming under or through him or her, that
this lease is made and accepted upon and subject to the following
conditions: "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, handicap, age,
ancestry or national origin in the leasing, subleasing,
transferring, use, occupancy, tenure or enjoyment sale, lease,
sublease, transfer, use, occupancy, tenure or enjoyment of the
premises herein leased nor shall the lessee himself or herself, or
any person claiming under or through him or her, establish or
permit any such practices or practices of discrimination or
segregation with reference to the selection, location, number, use
or occupancy of tenants, lessees, sublessees, 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, age,
handicap, ancestry or national origin, in the sale, lease,
sublease, transfer, use, occupancy, tenure or enjoyment of the
premises, nor shall the transferee himself or herself or any person
claiming under or through him or her, establish or permit any such
practice or practices of discrimination or segregation with
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reference to the selection, location, number use or occupancy of
tenants, lessees, subtenants, sublessees or vendees of the
premises. "
B. [402] Certificate of Completion
The Agency, its successors and assigns agree that upon
the full compliance by the Participant with the terms of this
Agreement which pertain to the Project, and following completion of
the Project, the receipt by the Agency of a written request from
the Participant for a Certificate of Completion and notification
that the Site is ready for occupancy, the Agency shall provide
promptly and furnish to the Participant a Certificate of Completion
certifying that the Project, as required pursuant to this
Agreement, has been completed to the satisfaction of the Agency,
its successors and assigns. Upon issuance of the Certificate of
Completion by the Agency, each of the covenants, restrictions,
warranties and conditions contained in this Agreement relating to
the Project, unless otherwise provided for herein, shall be deemed
satisfied and shall terminate.
C. [403] Maintenance of the Site
The Participant shall maintain the Project and all other
improvements on the Site and shall keep the Site free from any
accumulation of debris or waste materials.
The Participant further agrees to maintain the Site in a
neat and attractive manner until construction of the improvements
described in this Agreement is complete so as not to, in the
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reasonable determination of an appropriate officer of the City, be
a public nuisance, or be detrimental to the health, safety and
welfare, or impair value of property within one thousand (1, 000)
feet of the Site, and agrees that in the event Participant fails to
do so, the Agency may enter upon the Site for the purposes of
performing necessary and desirable maintenance and that Participant
will be responsible for the cost of any such maintenance undertaken
by the Agency, which shall be paid within thirty (30) days after
receipt by the Participant of written demand therefor.
Following the completion of the Project, the Participant
shall also maintain the landscaping required to be planted under
the Scope of Development (Attachment No. 5) in a healthy condition.
Such obligation shall continue for the useful life of the Project
and shall not be deemed satisfied upon the recordation of a
Certificate of Completion as described in Section 402 hereof. If,
at any time, the Participant fails to maintain said landscaping,
and said condition is not corrected after expiration of thirty (30)
days from date of written notice from the Agency, the Agency may
perform the necessary landscape maintenance and the Participant
shall pay such costs as are reasonably incurred for such
maintenance.
The Participant agrees to prepare and record Covenants,
Conditions and Restrictions approved by Agency, consistent with
this Section 403 including the maintenance responsibilities
outlined in this Agreement which may not be amended nor revoked
without the approval of the Agency. To the extent the Participant
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I
is in violation of the provisions of this Section, the Participant
agrees that the Agency shall be entitled to place a lien against
the Site to the extent necessary to secure payment of the costs of
providing the necessary maintenance.
D. [404] Effect of Violation of the Terms and
Provisions of this Agreement After Completion
of Construction
The covenants established in this Agreement shall,
without regard to technical classification and designation, be
binding for the benefit and in favor of the Agency, its successors
and assigns, as to those covenants which are for its benefit. The
covenants contained in this Agreement shall remain in effect until
the termination date of the Redevelopment Plan unless an earlier
date is specified. The covenants against racial discrimination
shall remain in perpetuity.
The Agency is deemed the beneficiary of the terms and
provisions of this Agreement and of the covenants running with the
land, for and in its own rights and for the purposes of protecting
the interests of the community and other parties, public or
private, in whose favor and for whose benefit this Agreement and
the covenants running with the land have been provided. The
Agreement and the covenants shall run in favor of the Agency,
without regard to whether the Agency has been, remains or is an
owner of any land or interest therein in the Site. The Agency
shall have the right, if the Agreement or covenants are breached,
to exercise all rights and remedies, and to maintain any actions or
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suits at law or in equity or other proper proceedings to enforce
the curing of such breaches to which it or any other beneficiaries
of this Agreement and covenants may be entitled.
V. [500] GENERAL PROVISIONS
A. [501] Notices, Demands and Communications Between
the Parties
Written notices, demands and communications between the
Agency and the Participant shall be sufficiently given if delivered
by hand (and a receipt therefor is obtained or is refused to be
given) or dispatched by registered or certified mail, postage
prepaid, return receipt requested, to the principal offices of the
Agency and the Participant. Such written notices, demands and
communications may be sent in the same manner to such other
addresses as such party may from time to time designate by mail as
provided in this Section 501.
Any written notice, demand or communication shall be
deemed received immediately if delivered by hand and shall be
deemed received on the tenth day from the date it is postmarked if
delivered by registered or certified mail.
B. [502] Conflicts of Interest; Nonliability
No member, official or employee of the Agency or the City
shall have any personal interest, direct or indirect, in this
Agreement. No member, official or employee shall participate in
any decision relating to the Agreement which affects his personal
interests or the interests of any corporation, partnership or
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association in which he is directly or indirectly interested. No
member, official or employee of the Agency or the City shall be
personally liable to the Participant, or any successor in interest,
in the event of any default or breach by the Agency or the
Participant, or for any amount which may become due to the
Participant or its successor or on any obligations under the terms
of this Agreement.
The Participant represents and warrants that it has not -
paid or given, and shall not pay or give, any third party any money
or other consideration for obtaining this Agreement.
C. [503] Enforced Delay; Extension of Times of
Performance
In addition to specific provisions of this Agreement,
performance by either party hereunder shall not be deemed to be in
default, and all performance and other dates specified in this
Agreement shall be extended, where delays or defaults are due to:
war; insurrections; floods; earthquakes; fires; casualties; acts of
God; acts of the public enemy; freight embargoes; governmental
restrictions or priority; litigation; unusually severe weather;
acts or omissions of another party; acts or failures to act of the
City or any other public or governmental agency or entity (other
than the acts or failures to act of the Agency which shall not
excuse performance by the Agency) ; or any other causes beyond the
control or without the fault of the party claiming an extension of
time to perform. Notwithstanding anything to the contrary in this
Agreement, an extension of time for any such cause shall be for the
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I
period of the enforced delay and shall commence to run from the
time of the commencement of the cause, if notice by the party
claiming such extension is sent to the other party within thirty
(30) days of the commencement of the cause. Times of performance
under this Agreement may also be extended in writing by the mutual
agreement of the Agency and the Participant.
The Participant is not entitled pursuant to this
Section 503 to an extension of time to perform because of past,
present, or future difficulty in obtaining suitable temporary or
permanent financing for the Site.
D. [504] Inspection of Books and Records
The Agency has the right at all reasonable times to
inspect the books and records of the Participant pertaining to the
Site as pertinent to the purposes of this Agreement. The
Participant has the right at all reasonable times to inspect the
public records of the Agency pertaining to the Site as pertinent to
the purposes of the Agreement.
VI. [600] DEFAULTS AND REMEDIES
A. [601] Defaults - - General
Subject to the extensions of time set forth in
Section 503 , failure or delay by any party to perform any term or
provision of this Agreement constitutes a default under this
Agreement. The party who so fails or delays must immediately
commence to cure, correct, or remedy such failure or delay, and
shall complete such cure, correction or remedy with diligence.
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' v
The injured party shall give written notice of default to
the party in default, specifying the default complained of by the
injured party. Except as required to protect against further
damages, the injured party may not institute proceedings against
the party in default until thirty (30) days after giving such
notice. Failure or delay in giving such notice shall not
constitute a waiver of any default, nor shall it change the time of
default.
B. [602] Legal Actions
1. (603] Institution of Legal Actions
In addition to any other rights or remedies hereunder,
the Agency or the Participant 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 purpose of this
Agreement. Any legal actions initiated pursuant to this Agreement
or otherwise with respect to this subject matter must be instituted
in the Superior Court of the County of San Bernardino, State of
California, or in an appropriate municipal court in that county.
2 . [604] Applicable Law
The laws of the State of California shall govern the
interpretation and enforcement of this Agreement.
3 . [605] Acceptance of Service of Process
In the event that any legal action is commenced by any
party against another party, service of process on such party shall
be made by personal service upon such party or in such other manner
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as may be provided by law, and shall be valid whether made within
L or without the State of California.
C. [606] Rights and Remedies are Cumulative
Except as otherwise expressly stated in this Agreement,
the rights and remedies of the parties are cumulative, and the
exercise by any 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 any other party.
D. [607] Inaction Not a Waiver of Default
Any failures or delays by any party in asserting any of
its right and remedies as to any default shall not operate as a
waiver of any default or of any such rights or remedies, or deprive
any 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.
E. [608] Remedies
1. [609] Damages
If either the Participant or the Agency defaults with
regard to any of the provisions of this Agreement, the non-
defaulting party shall serve written notice of such default upon
the defaulting party. If the default is not cured or if a cure has
not been commenced and is being diligently pursued to completion by
the defaulting party within thirty (30) days after service of the
notice of default, the defaulting party shall be liable to the
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I �
other for any damages caused by such default, and the non-
C defaulting party shall have the right to seek specific performance
and such other remedies as are available in law or equity.
VII. [700] SPECIAL PROVISIONS
A. [701] Submission of Documents to the Agency for
Approval
Whenever this Agreement requires the Participant to
submit any document to the Agency for approval, which shall be
deemed approved if not acted on by the Agency within the specified
time, said document shall be accompanied by a letter stating that
it is being submitted and will be deemed approved unless rejected
by the Agency within the stated time. If there is not a time
specified herein for such Agency action, the Participant may submit
a letter requiring the Agency approval or rejection of documents
within thirty (30) days after submission to the Agency or such
documents shall be deemed approved.
B. [702] Successors in Interest
The terms, covenants, conditions and restrictions of this
Agreement shall extend to and shall be binding upon and inure to
the benefit of the heirs, executors, administrators, successors and
assigns of the Participant.
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VIII. (800) ENTIRE AGREEMENT, WAIVERS
This Agreement is executed in four (4) duplicate
originals, each of which is deemed to be an original. This
Agreement includes Attachments 1 through 9, which together with
this Agreement constitute the entire understanding and agreement of
the parties.
No private entity shall be deemed to be a third party
beneficiary with respect to any provisions of this Agreement.
This Agreement integrates all of the terms and conditions
mentioned herein or incidental hereto, and supersedes all
negotiations or previous agreements among the parties or their
predecessors in interest with respect to all or any part of the
subject matter hereof.
All waivers of the provisions of this Agreement must be
in writing by the appropriate authorities of the Agency and the
Participant, and all amendments hereto must be in writing by the
appropriate authorities of the Agency and the Participant, except
that the Executive Director of the Agency may agree to non-
substantive changes hereto with concurrence by Agency Counsel.
Each individual signing below represents and warrants
that he has the authority to execute this Agreement on behalf of
and bind the party he purports to represent.
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IV
IX. (900] TIME FOR ACCEPTANCE OF AGREEMENT BY AGENCY
IL A. (901] Time for Acceptance
This Agreement, when executed by the Participant and
delivered to the Agency, must be authorized, executed and delivered
by the Agency on or before thirty (30) days after signing and
delivery of this Agreement by the Participant or this Agreement
shall be void, except to the extent that the Participant shall
consent in writing to a further extension of time for the
authorization, execution and delivery of this Agreement. The date
of this Agreement shall be the date when it shall have been signed
by the Agency as evidenced by the date first above shown.
I
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IN WITNESS WHEREOF, the Agency and the Participant have
executed this Agreement on the day and date first above shown.
"Agency"
REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO
APPROVED AS TO FORM AND By:
LEGAL CONTENT: Kenneth J. Henderson
Executive Director
By:
Special Agency Counsel
"Participant"
ALLAN STEWARD, INC.
a California corporation
By:
By: Allan Steward
Title:
"Steward"
ALLAN STEWARD, a single man
Allan Steward
SBEO\0001-58\Steward
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W
STATE OF CALIFORNIA )
COUNTY OF )
On before me,
personally appeared Kenneth J. Henderson, personally known to me
(or proved to me on the basis of satisfactory evidence) to be the
person whose name is subscribed to the within instrument and
acknowledged to me that he executed the same in his authorized
capacity, and that by his signature on the instrument the person,
or the entity upon behalf of which the person acted, executed the
instrument.
WITNESS my hand and official seal.
Signature (Seal)
I
MW
STATE OF CALIFORNIA )
COUNTY OF )
On before me,
personally appeared Allan Steward, personally known to me (or
proved to me on the basis of satisfactory evidence) to be the
person whose name is subscribed to the within instrument and
acknowledged to me that he executed the same in his authorized
capacity, and that by his signature on the instrument the person,
or the entity upon behalf of which the person acted, executed the
instrument.
WITNESS my hand and official seal.
Signature (Seal)