HomeMy WebLinkAboutRes 06-44 and 523 C25080 A and B Conveyance and Exchange AgreementCITY OF PALM DESERT/PALM DESERT REDEVELOPMENT AGENCY
REQUEST:
SUBMITTED BY:
DEVELOPER:
DATE:
CONTENTS:
Recommendation:
STAFF REPORT
ADOPTION OF CITY COUNCIL RESOLUTION NO. 06-44
APPROVING AS TO FORM, AND AUTHORIZING THE
EXECUTION AND DELIVERY OF A CONVEYANCE AND
EXCHANGE AGREEMENT
ADOPTION OF AGENCY RESOLUTION NO. 523 APPROVING
AS TO FORM AND AUTHORIZING THE EXECUTION AND
DELIVERY OF A CONVEYANCE AGREEMENT
DAVE YRIGOYEN, DIRECTOR OF REDEVELOPMENT/HOUSING
SANDERSON J. RAY DESERT SPRINGS PARTNERS, L.P.
2699 WHITE ROAD, SUITE 150
IRVINE, CA 92614
APRIL 13, 2006
CITY RESOLUTION NO. 06-44
AGENCY RESOLUTION NO. 523
CONVEYANCE AGREEMENT- CONTRACT NO. C25080A
EXCHANGE AGREEMENT- CONTRACT NO. C25080B
1. That the City Council adopt Resolution No. 06-44 , a resolution of the City
Council of the City of Palm Desert approving as to form, and authorizing the
execution and delivery of, a Conveyance Agreement and an Exchange
Agreement.
2. That the Agency Board adopt Resolution No. 523 , a resolution of the Palm
Desert Redevelopment Agency approving as to form and authorizing the
execution and delivery of a Conveyance Agreement.
Executive Summary:
Approval of the Conveyance Agreement and Exchange Agreement will provide for the
exchange of 11.24 acres owned by Sanderson J. Ray Development for the Agency's
9.34 acres, both adjacent to Desert Willow.
Discussion:
Staff has negotiated the exchange of the 11.24 acres of land that is adjacent to the
Desert Springs Market Place for the Agency's 9.34 acres adjacent to Manor Care.
Essentially, the process will break down into three separate agreements:
Staff Report
Approval of Sanderson J. Ray Desert Springs Partners L.P. Exchange Agreement
Page 2 of 4
April 13, 2006
1. The Conveyance Agreement, transferring the land between the Agency and the
City;
2. The Exchange Agreement, transferring the land between Sanderson J. Ray and
the City; and
3. The Development Agreement (exhibit to Exchange Agreement) will ultimately
provide certain entitlements to Sanderson J. Ray (Developer) on the 9.34 acres.
The Development Agreement will proceed through its own process by planning,
however, it must be deposited into escrow prior to closing.
Conveyance Agreement
The City will acquire the Agency's 9.34 acre -parcel from Agency in order to exchange
the same with Sanderson J. Ray Desert Springs Partners, L.P., pursuant to the
Exchange Agreement and Joint Escrow Instructions.
The Agency has agreed to convey such property to City on an as -is, where -is basis by
grant deed prior to City's execution of such Exchange Agreement for $3,269,000, with
the payment of such amount to be evidenced by an unsecured, but fully recourse
promissory note made by the City and payable to the Agency.
The purchase money loan evidenced by such note shall be repayable from the
proceeds of the sale by the City of the 11.24 acres it acquired pursuant to such
Exchange Agreement, or by the transfer of such property by City to Agency.
Exchanae Aareement
The City and Developer have agreed to exchange properties; provided, however, that
the City shall pay Developer $3,000,000 in connection therewith because Developer's
property has a value that exceeds the value of City's property with entitlement by
$3,000,000. These entitlements will be created if the Development Agreement is
approved.
The City and Developer have two weeks following execution of the Agreement to review
and approve/disapprove title to the property to be acquired thereby; provided, however,
that City may not disapprove certain CC&R's affecting title to Developer's property.
The City and Developer have 30 days following execution of the Agreement to review
and approve/disapprove the condition of the property to be acquired thereby.
G.\RDA\Mana Hunt \WPDATA\YRIGOYEN\STFRPTS\041306SJRpropexchange.doc
Staff Report
Approval of Sanderson J. Ray Desert Springs Partners L.P. Exchange Agreement
Page 3 of 4
April 13, 2006
The closing of the exchange is scheduled to occur on or before December 31, 2006;
provided, however, that the closing cannot occur sooner than 90 days after the
satisfaction of all conditions precedent (including the execution and effectiveness of the
Development Agreement) and cannot occur after June 30, 2007.
Closing costs will be allocated between City and Developer as is customary for arms -
length commercial real estate transactions in Palm Desert.
The City and Developer have agreed to indemnify each other for any breaches for their
representations and warranties.
The closing will include the recordation of a restriction on the development of property
(Ralph's remainder parcel) located adjacent to the property to be acquired by City.
SJR will not process an application for improvement of the parcel for 36 months
following the Close of Escrow, allowing the City to plan the development of the acquired
land. The parcel will be used in connection with the expansion of a grocery store or
such compatible uses as reasonably approved by the City.
Form of Development Agreement
The Developer of the proposed project has requested that the City Council approve a
statutory development agreement with the Developer as part of the approval of the
project entitlements. The basic purpose of the Development Agreement is to vest the
Developer's right to construct the project as approved in the entitlements over the
course of the ten (10) year term of the Agreement. If the Development Agreement is
approved, the City agrees not to change the approved density of the project or the
applicable codes, development fees and development standards, or to impose any
moratorium on development of the site.
In exchange for the significant vested rights granted to the Developer by the
Development Agreement, however, the Developer agrees to construct the project as
approved in the entitlements, to provide fencing between the proposed homes and the
adjacent golf course, to construct on and off -site improvements that will be imposed as
conditions of approval, and to indemnify the City from any damages caused by the
proximity of new houses to the golf course.
G.\RDA\Maria Hunt\WPDATA\YRIGOYEMSTFRPTS\041306SJRpropexchange doc
Staff Report
Approval of Sanderson J. Ray Desert Springs Partners L.P. Exchange Agreement
Page 4 of 4
April 13, 2006
The Development Agreement will go through its normal approval process, and
ultimately return to Council for final approval. The form of the Development Agreement
is attached to the Exchange Agreement.
The City Council has the authority to enter into a development agreement under State
law and the Palm Desert Municipal Code. Pursuant to the requirements of the Code,
the City's staff will review the Developer's compliance with the terms of the
Development Agreement every six months.
Submitted by:
Dave Yrigoy
Director of Re j€velopment/Housing
mh
Approval:
Carlos L. Ortega,
Approval:
sti
ACM
i/ ..,/L
McCarthy
edevelopmen
cutive Director `Paul S. Gibson, Director of Finance
G:\RDA\Maria Hunt \W PDATA\YRIGOYEMSTFRPTS\041306SJRpropexchange doc
RESOLUTION NO. 06-44
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF PALM DESERT APPROVING AS TO FORM, AND
AUTHORIZING THE EXECUTION AND DELIVERY OF, A
CONVEYANCE AGREEMENT AND AN EXCHANGE
AGREEMENT
THE CITY COUNCIL OF THE CITY OF PALM DESERT DOES HEREBY
RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
Section 1. As presented to this meeting and on file with the City Clerk of the
City of Palm Desert, the form of Conveyance Agreement by and between the Palm
Desert Redevelopment Agency and the City of Palm Desert, is hereby approved and
the Mayor is hereby authorized and directed, for and in the name and on behalf of the
City of Palm Desert, to execute such Conveyance Agreement in substantially the form
hereby approved, with such changes therein as the Mayor may approve, such approval
to be conclusively evidenced by his execution and delivery thereof.
Section 2. As presented to this meeting and on file with the City Clerk of the
City of Palm Desert, the form of the Exchange Agreement by and between Sanderson
J. Ray Desert Springs Partners, L.P. and the City of Palm Desert, is hereby approved
and the Mayor is hereby authorized and directed, for and in the name and on behalf of
the City of Palm Desert, to execute such Conveyance Agreement in substantially the
form hereby approved, with such changes therein as the Mayor may approve, such
approval to be conclusively evidenced by his execution and delivery thereof.
Section 3. The staff and officers of the City of Palm Desert are hereby
authorized and directed, jointly and severally, to do any and all things and to execute
and deliver any and all documents (including the exhibits to such Conveyance
Agreement and such Exchange Agreement) that they may deem necessary or
advisable in order to effectuate the purposes of this Resolution, such Conveyance
Agreement and such Exchange Agreement, and any such actions previously taken by
such staff and officers are hereby ratified and confirmed.
8821 17.2
wit:
Section 4. This Resolution shall take effect immediately upon adoption.
APPROVED and ADOPTED this 13th day of April, 2006 by the following vote, to
AYES:
NOES:
ABSENTS:
ABSTAINS:
Jim Ferguson, Mayor
ATTEST:
Rachelle D. Klassen, City Clerk
8821 17.2 2
RESOLUTION NO. 523
A RESOLUTION OF THE PALM DESERT REDEVELOPMENT
AGENCY APPROVING AS TO FORM, AND AUTHORIZING THE
EXECUTION AND DELIVERY OF, A CONVEYANCE
AGREEMENT
THE PALM DESERT REDEVELOPMENT AGENCY DOES HEREBY RESOLVE,
DETERMINE AND ORDER AS FOLLOWS:
Section 1. As presented to this meeting and on file with the Secretary of the Palm
Desert Redevelopment Agency, the form of Conveyance Agreement by and between the City of
Palm Desert and the Palm Desert Redevelopment Agency, is hereby approved and the
Chairman is hereby authorized and directed, for and in the name and on behalf of the Palm
Desert Redevelopment Agency, to execute such Conveyance Agreement in substantially the
form hereby approved, with such changes therein as the Chairman may approve, such approval
to be conclusively evidenced by his execution and delivery thereof.
Section 2. The staff and officers of the Palm Desert Redevelopment Agency are
hereby authorized and directed, jointly and severally, to do any and all things and to execute
and deliver any and all documents (including the exhibits to such Conveyance Agreement) that
they may deem necessary or advisable in order to effectuate the purposes of this Resolution
and such Conveyance Agreement, and any such actions previously taken by such staff and
officers are hereby ratified and confirmed.
Section 3. This Resolution shall take effect immediately upon adoption.
APPROVED and ADOPTED this 13th day of April, 2006 by the following vote to wit:
AYES:
NOES:
ABSENTS:
ABSTAINS:
Jim Ferguson, Chairman
ATTEST:
Rachelle D. Klassen, Secretary
8821 19.2
CONVEYANCE AGREEMENT
THIS CONVEYANCE AGREEMENT (this "Agreement") is made and entered into as of
March , 2006, by and between the CITY OF PALM DESERT, a California municipal
corporation ("Buyer"), and the PALM DESERT REDEVELOPMENT AGENCY, a public body,
corporate and politic ("Seller"), with respect to the following:
RECITALS:
A. Seller is the owner of certain unimproved real property located in the City of Palm
Desert, County of Riverside, State of California, more particularly described in Exhibit A attached
hereto (the "Property").
B. By this Agreement, Seller is agreeing to sell the Property to Buyer and Buyer is
agreeing to buy the Property from Seller in accordance with the terms hereof.
AGREEMENT:
NOW, THEREFORE, the parties hereto do hereby agree as follows:
1. Conveyance. The transfer of the Property contemplated hereby (the "Closing")
shall occur on or before April , 2006 (the "Closing Date").
2. Price. The price is Three Million Two Hundred Sixty -Nine Thousand Dollars
($3,269,000) (the "Price"). The Price shall be paid by Buyer to Seller in the form of the
promissory note attached hereto as Exhibit C (the "Note").
3. Delivery of Documents. On or prior to the Closing Date, Seller agrees to deliver
to Buyer a duly executed and acknowledged grant deed in the form attached hereto as Exhibit B
(the "Grant Deed"). On or prior to the Closing Date, Buyer agrees to deliver to Seller the Note
duly executed by Buyer.
4. Authorization to Record. After delivery of the Note to Seller and Buyer's receipt
of the Grant Deed from Seller, Buyer shall cause the Grant Deed to be recorded in the Official
Records of Riverside County, California.
5. Costs and Prorations. Each party will pay its own fees, costs and expenses
incurred in connection with this Agreement and the Closing. Any non -delinquent real estate taxes
and other assessments or impositions against the Property shall be pro -rated as of the Closing on
the basis of a 365-day year.
6. AS -IS, WHERE -IS. Prior to the Closing, Buyer shall conduct all tests, studies
and/or investigations with respect to the Property as Buyer deems appropriate. Buyer shall rely
solely upon its own tests, studies and/or investigations of the Property in purchasing the same and
shall not rely in any way upon any representations, statements, agreements, warranties, studies,
reports, descriptions, guidelines or other information or material furnished by Seller or its
R56385.3
representatives, whether oral or written, express or implied, of any nature whatsoever regarding
any of the foregoing matters. Buyer represents and warrants that it is acquiring the Property "AS
IS, WHERE IS" without representation by Seller, and that no patent or latent condition affecting
the Property in any way, whether or not known or discoverable or hereafter discovered, shall
affect Buyer's obligations contained in this Agreement, nor shall any such condition give rise to
any right of damages, rescission or otherwise against Seller.
7. Default. In the event of a breach or default under this Agreement by either party,
the non -defaulting party shall have the right to terminate this Agreement by delivering notice
thereof to the defaulting party. Such termination by a non -defaulting party shall be without
prejudice to the non -defaulting party's rights and remedies against the defaulting party at law or
equity.
8. Notices. Except as otherwise required by law, any notice, request, direction,
demand, consent, waiver, approval or other communication required or permitted to be given
hereunder shall not be effective unless it is given in writing and shall be delivered (a) in person,
(b) by certified mail, postage prepaid, return receipt requested, or (c) by a commercial overnight
courier that guarantees next day delivery and provides a receipt, and addressed to the parties at
the addresses stated below, or at such other address as either party may hereafter notify the other
in writing as aforementioned
If to Buyer:
If to Seller:
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, California 92260
Attention.: City Manager
Palm Desert Redevelopment Agency
73-510 Fred Waring Drive
Palm Desert, California 92260
Attention.: Mr. David Yrigoyen
Service of any such notice or other communications so made shall be deemed effective on
the day of actual delivery (whether accepted or refused) as shown by the addressee's return
receipt if by certified mail, and as confirmed by the courier service if by courier; provided,
however, that if such actual delivery occurs after 5:00 p.m. (local time where received) or on a
non business day, then such notice or demand so made shall be deemed effective on the first
business day following the day of actual delivery. No communications via facsimile or electronic
mail shall be effective to give any notice, request, direction, demand, consent, waiver, approval or
other communications hereunder.
9. Amendments. Any amendments to this Agreement shall be effective only when
duly executed by Seller and Buyer.
10. Counterparts. This Agreement may be executed in counterparts, each of which,
when taken together, shall constitute one original of this Agreement.
856385.3
2
11. Time is of the Essence. The parties agree that time is of the essence with respect
to each provision hereof.
12. Entire Agreement. This Agreement, including all exhibits attached hereto,
integrates all of the terms and conditions pertaining to the Closing, and supersedes all negotiations
or previous agreements between the parties with respect thereto.
13. Severabilitv. Invalidation of any of the provisions hereof by judgment or court
order shall in no way affect any of the other provisions hereof, and the latter shall remain in full
force and effect.
14. No Third Party Beneficiary Rights. This Agreement is entered into for the sole
benefit of Seller and Buyer and no other parties are intended to be direct or incidental
beneficiaries of this Agreement, and no third party shall have any right in, under or to this
Agreement.
15. Governing Law. This Agreement shall be governed by and construed in
accordance with the laws of the State of California.
16. Further Documents. Each party will, as often as it shall be requested by the other
party, execute, acknowledge and deliver such other documents and perform such other acts as
may reasonably be necessary in order to consummate the Closing and otherwise carry out the
intent and purpose of this Agreement.
856385.3
[This Space Intentionally Left Blank; Signature On The Next Page]
3
IN WITNESS WHEREOF, the parties have caused this Conveyance Agreement to be
executed as of the date first above written.
BUYER: CITY OF PALM DESERT, a California municipal
corporation
ATTEST:
City Clerk
SELLER:
ATTEST:
Secretary
856385.3
By:
Name:
Its:
PALM DESERT REDEVELOPMENT AGENCY,
a public body, corporate and politic
By:
Name:
Its:
4
EXHIBIT A
LEGAL DESCRIPTION
PARCEL 1:
THE EAST HALF OF THE SOUTHEAST QUARTER OF THE SOUTHWEST QUARTER OF
THE SOUTHWEST QUARTER OF SECTION 4, TOWNSHIP 5 SOUTH, RANGE 6 EAST,
SAN BERNARDINO BASE AND MERIDIAN, ACCORDING TO THE OFFICIAL PLAT
THEREOF APPROVED BY THE SURVEYOR GENERAL, JULY 15, 1856.
EXCEPT THEREFROM THE SOUTHERLY 44 FEET AS CONVEYED TO THE COUNTY
OF RIVERSIDE BY DEED RECORDED MARCH 31, 1958 AS INSTRUMENT NO. 23183,
OFFICIAL RECORDS.
PARCEL 2:
THE WEST HALF OF THE SOUTHWEST QUARTER OF THE SOUTHEAST QUARTER
OF THE SOUTHWEST QUARTER OF SECTION 4, TOWNSHIP 5 SOUTH, RANGE 6
EAST, SAN BERNARDINO BASE AND MERIDIAN, ACCORDING TO THE OFFICIAL
PLAT THEREOF APPROVED BY THE SURVEYOR GENERAL, JULY 15, 1856.
EXCEPT THEREFROM THE SOUTHERLY 44 FEET AS CONVEYED TO THE COUNTY
OF RIVERSIDE BY DEED RECORDED MAY 20, 1958 IN BOOK 2273, PAGE 480,
OFFICIAL RECORDS.
856385.3
A-1
EXHIBIT B
FORM OF GRANT DEED
RECORDING REQUESTED BY
AND WHEN RECORDED RETURN TO:
Palm Desert Redevelopment Agency
73-510 Fred Waring Drive
Palm Desert, California 92260
Attention.: Mr. David Yrigoyen
APN:
Recording Fee:
[Space Above For Recorder's Use Only]
Exempt pursuant to California
Government Code Section 27383
Documentary Transfer Tax: Exempt pursuant to
California Revenue & Taxation
Code Section 11922
GRANT DEED
FOR VALUE RECEIVED, the PALM DESERT REDEVELOPMENT AGENCY, a
public body, corporate and politic, hereby GRANTS to the CITY OF PALM DESERT, a
California municipal corporation, all of its right, title and interest in and to that certain real
property situated in the City of Palm Desert, County of Riverside, State of California, more
particularly described on Exhibit A attached hereto; SUBJECT TO all easements, covenants,
conditions, restrictions, rights of way, reservations and all other matters of record.
[This Space Intentionally Left Blank; Signature On The Next Page]
856385.3 B-1
IN WITNESS WHEREOF, the undersigned has executed this Grant Deed as of
, 2006.
PALM DESERT REDEVELOPMENT AGENCY,
a public body, corporate and politic
By:
Name:
Its:
ATTEST:
Secretary
• STATE OF CALIFORNIA
COUNTY OF RIVERSIDE
On , 2006, before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
(SEAL)
856385.3
Notary Public in and for the State of California
B-2
CERTIFICATE OF ACCEPTANCE
(California Government Code Section 27281)
This is to certify that the interest in real property conveyed by that certain Grant Deed
dated as of , 2006, from the Palm Desert Redevelopment Agency, a public
body, corporate and politic, to the City Of Palm Desert, a California municipal corporation, is
hereby accepted by the undersigned officer on behalf of the City Of Palm Desert pursuant to the
authority conferred by Resolution No. of the City Council of the City Of Palm
Desert adopted on , 2006, and the grantee consents to the recordation thereof by
its duly authorized officer.
Dated as of: , 2006.
ATTEST:
, City Clerk
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE
, City Manager
)
)
)
On , 2006, before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
(SEAL)
856385.3
Notary Public in and for the State of California
B-3
EXHIBIT A
TO GRANT DEED
LEGAL DESCRIPTION
PARCEL 1:
THE EAST HALF OF THE SOUTHEAST QUARTER OF THE SOUTHWEST QUARTER OF
THE SOUTHWEST QUARTER OF SECTION 4, TOWNSHIP 5 SOUTH, RANGE 6 EAST,
SAN BERNARDINO BASE AND MERIDIAN, ACCORDING TO THE OFFICIAL PLAT
THEREOF APPROVED BY THE SURVEYOR GENERAL, JULY 15, 1856.
EXCEPT THEREFROM THE SOUTHERLY 44 FEET AS CONVEYED TO THE COUNTY
OF RIVERSIDE BY DEED RECORDED MARCH 31, 1958 AS INSTRUMENT NO. 23183,
OFFICIAL RECORDS.
PARCEL 2:
THE WEST HALF OF THE SOUTHWEST QUARTER OF THE SOUTHEAST QUARTER
OF THE SOUTHWEST QUARTER OF SECTION 4, TOWNSHIP 5 SOUTH, RANGE 6
EAST, SAN BERNARDINO BASE AND MERIDIAN, ACCORDING TO THE OFFICIAL
PLAT THEREOF APPROVED BY THE SURVEYOR GENERAL, JULY 15, 1856.
EXCEPT THEREFROM THE SOUTHERLY 44 FEET AS CONVEYED TO THE COUNTY
OF RIVERSIDE BY DEED RECORDED MAY 20, 1958 IN BOOK 2273, PAGE 480,
OFFICIAL RECORDS.
856385.3
B-4
EXHIBIT C
FORM OF PROMISSORY NOTE
$3,269,000 April , 2006
Palm Desert, California
PROMISSORY NOTE
FOR VALUE RECEIVED, the CITY OF PALM DESERT, a California municipal
corporation ("Borrower"), hereby unconditionally promises to pay to the order of PALM
DESERT REDEVELOPMENT AGENCY, a public body, corporate and politic ("Lender"), at
73-510 Fred Waring Drive, Palm Desert, California 92260, or at such other place as the holder
hereof may from time to time designate in writing, the principal sum of THREE MILLION TWO
HUNDRED SIXTY NINE THOUSAND DOLLARS ($3,269,000) (the "Principal"), with interest
thereon at the rate of percent ( %) per annum (the "Interest").
This Promissory Note (this "Note") is made by Borrower pursuant to that certain
Conveyance Agreement dated as of March , 2006, executed by Borrower, as Buyer, and
Lender, as Seller (the "Agreement"), and evidences the price paid by Borrower to Lender for
certain unimproved real property located in the City of Palm Desert, County of Riverside, State of
California (the "Initial Property"). Notwithstanding anything to the contrary contained in this
Note or the Agreement, this Note is NOT secured by the Property or any other property of
Borrower; provided, however, that Lender shall have full recourse to and against Borrower with
respect to all payments required to be made by Borrower to Lender hereunder.
Upon Borrower's transfer of the "Replacement Property" (as defined below) to a person
or entity other than Lender (the "Maturity Date"), the Principal and the Interest shall be due and
payable by Borrower to Lender from, but only to the extent of, the net proceeds otherwise due to
Borrower in connection with such transfer as Borrower's payment in full of the Principal and the
Interest; provided, however, that this Note may be prepaid, in whole or in part, at any time
without penalty.
Borrower shall make all payments due hereunder in lawful money of the United States via
immediately available funds; provided, however, that Lender shall accept Borrower's transfer (by
grant deed in substantially the same form as attached to the Agreement) of that certain
unimproved real property located in the City of Palm Desert, County of Riverside, State of
California, more particularly described in Exhibit A attached hereto (the "Replacement
Property"), as Borrower's payment in full of the Principal and the Interest.
All computations of the Interest shall be based upon a 365 day year, and, in the case of
any partial month, on the actual number of days elapsed in such month.
856385.3
C-1
Should the indebtedness evidenced by this Note, or any part thereof, be collected at law or
in equity or in bankruptcy, receivership or other court proceeding, or should this Note be given to
an attorney for collection, Borrower agrees to pay, in addition to the Interest and the outstanding
principal balance of this Note, all costs of collecting, or attempting to collect, this Note, including,
without limitation, the reasonable fees and expenses of such attorney (including, without
limitation, those incurred in connection with any appeal).
Borrower waives presentment, demand, notice, protest, stay of execution, and all other
defenses to payment generally, including, without limitation, the right to plead any and all statutes
of limitation, and assents to the terms hereof, and agrees that any renewal, extension or
postponement of the time for payment or any other indulgence, may be affected without notice to
and without releasing Borrower from any liability hereunder.
This Note is not subject to any valid right of rescission, set-off, abatement, diminution,
counterclaim or defense as against Lender, including, without limitation, the defense of usury and
the operation of any of the terms of this Note.
This Note shall not require the payment, or permit the collection, of interest in excess of
the maximum rate allowed under applicable law. If any interest in excess of the maximum rate
allowed under applicable law is provided for, or shall be adjudicated to be so provided for,
Borrower shall not be obligated to pay such interest in excess of the maximum rate allowed under
applicable law, and the right to demand the payment of any such excess shall be, and hereby is,
waived, and this paragraph shall control any other provision of this Note.
Upon notice from Lender to Borrower of the loss, theft, destruction or mutilation of this
Note, Borrower shall make and deliver to Lender a new note of like tenor in lieu of this Note.
This Note shall be governed by, and construed in accordance with, the laws of the State of
California, without reference to conflicts of law rules.
856385.3
[This Space Intentionally Left Blank; Signature On The Next Page]
C-2
IN WITNESS WHEREOF, the undersigned has executed and delivered this Promissory
Note as of the date and year first above written.
BORROWER: CITY OF PALM DESERT, a California municipal
corporation
ATTEST:
City Clerk
856385.3
By:
Name:
Its:
C-3
EXHIBIT A
TO PROMISSORY NOTE
LEGAL DESCRIPTION
PARCELS 1 THROUGH 6, INCLUSIVE, AND 16 THROUGH 19, INCLUSIVE, AS SHOWN
BY PARCEL MAP 24700, ON FILE IN BOOK 183 PAGES 38 THROUGH 42, OF PARCEL
MAPS, RECORDS OF RIVERSIDE COUNTY, CALIFORNIA.
EXCLUDING THEREFROM THOSE PORTIONS OF PARCELS 1, 5, 6, 16 AND 19 SHOWN
ON EXHIBIT B ATTACHED TO THIS PROMISSORY NOTE AS LYING BETWEEN THE
LINE DESIGNATED "NEW PROPERTY LINE" AND THE LINE DESIGNATED
"EXISTING PROPERTY LINE."
856385.3
C-4
EXHIBIT B
TO PROMISSORY NOTE
DEPICTION
(See Attached)
856385.3 C-5
EXCHANGE AGREEMENT
AND JOINT ESCROW INSTRUCTIONS
BETWEEN
CITY OF PALM DESERT,
a California municipal corporation
"City"
AND
SANDERSON J. RAY -DESERT SPRINGS PARTNERS, L.P.,
a Texas limited partnership
"SJR"
DATED: April , 2006
856634.10
DEFINED TERMS
Execution Date: April , 2006
City: City of Palm Desert, a California municipal corporation
City's Address: 73510 Fred Waring Drive
Palm Desert, CA 92260
Attention: City Manager
SJR: Sanderson J. Ray Desert Springs Partners, L.P., a Texas limited
partnership
SJR's Address:
City's Counsel:
SJR's Counsel:
City Property:
SJR Property:
Desert Springs
Commercial Center:
856634.10
2699 White Road, Suite 150
Irvine, California 92614
Attention: Martin Hannigan, Partner
Richards, Watson & Gershon
355 South Grand Avenue, 40th Floor
Los Angeles, California 90071-3101
Attn: Owen P. Gross, Esq.
Phone No.: (213) 253-0239
Fax No.: (213) 626-0078
Stradling Yocca Carlson & Rauth
660 Newport Center Drive, Suite 1600
Newport Beach, California 92660
Attn: Thomas J. Clark, Esq.
Phone No.: (949) 725-4140
Fax No.: (949) 823-5140
That certain real property located in the City of Palm Desert,
County of Riverside, State of California as described on Exhibit A
attached hereto.
That certain real property located in the City of Palm Desert,
County of Riverside, State of California as described on Exhibit B
attached hereto and shown as the "Exchange Property" on the SJR
Property Site Plan attached hereto as Exhibit I.
That certain real property owned by SJR and located in the City of
Palm Desert, County of Riverside, State of California, bordered on
the west by the "Exchange Property," on the east by Cook Street,
on the north by Market Place and on the south by Country Club
Drive, including the Ralph's Remainder Parcel, as shown on the
SJR Property Site Plan attached hereto as Exhibit I.
Ralph's Remainder Parcel:
That certain real property located within the Desert Springs
Commercial Center and identified as the "Ralph's Remainder
Parcel" on the SJR Property Site Plan attached hereto as Exhibit I
Value of the SJR Property
and the City Property: The Value of the SJR Property exceeds the Value of the City
Property by Three Million Dollars ($3,000,000).
Closing Date: On or before December 31, 2006.
Title Company:
Escrow Holder:
First American Title Insurance Company
114 East Fifth Street
Santa Ana, CA 92701
Phone No.: (714) 558-3211
Fax No.: (714) 285-0329
First American Title Insurance Company
114 East Fifth Street
Santa Ana, CA 92701
Phone No.: (714) 558-3211
Fax No.: (714) 285-0329
Brokers: None.
Development Agreement: Is attached hereto as Exhibit H and incorporated herein by
reference.
Entitlements: Is defined in the Development Agreement.
Hazardous Material:
856634.10
Means any substance, material or waste which is or becomes,
regulated by any local governmental authority, the State of
California or the United States Government, including, but not
limited to, any material or substance which is (i) defined as a
"hazardous waste," "acutely hazardous waste," "extremely
hazardous waste," or "restricted hazardous waste" under
Section 25115, 25117 or 25122.7, or listed pursuant to
Section 25140 of the California Health and Safety Code,
Division 20, Chapter 6.5 (Hazardous Waste Control Law),
(ii) defined as a "hazardous substance" under Section 25316 of the
California Health and Safety Code, Division 20, Chapter 6.8
(Carpenter -Presley -Tanner Hazardous Substance Account Act),
(iii) defined as a "hazardous material," "hazardous substance," or
"hazardous waste" under Section 25501 of the California Health
and Safety Code, Division 20, Chapter 6.95 (Hazardous Materials
Release Response Plans and Inventory), (iv) defined as a
"hazardous substance" under Section 25281 of the California
Health and Safety Code, Division 20, Chapter 6.7 (Underground
Storage of Hazardous Substances), (v) petroleum, (vi) friable
asbestos, (vii) polychlorinated byphenyls, (viii) listed under
Article 9 or defined as "hazardous" or "extremely hazardous"
pursuant to Article 11 of Title 22 of the California Code of
Regulations, Chapter 20, (ix) designated as "hazardous substances"
pursuant to Section 311 of the Clean Water Act (33 U.S.C.
Section 1317), (x) defined as a "hazardous waste" pursuant to
Section 1004 of the Resource Conservation and Recovery Act (42
U.S.C. Sections 6901, et seg.), (xi) defined as "hazardous
substances" pursuant to Section 101 of the Comprehensive
Environmental Response, Compensation and Liability Act (42
U.S.C. Sections 9601, et seq.), (xii) Methyl -Tertiary Butyl Ether,
or (xiii) any other substance, whether in the form of a solid, liquid,
gas or any other form whatsoever, which by any Governmental
Requirements either requires special handling in its use,
transportation, generation, collection, storage, handling, treatment
or disposal, or is defined as "hazardous" or harmful to the
environment.
856634.10
EXCHANGE AGREEMENT
AND JOINT ESCROW INSTRUCTIONS
THIS EXCHANGE AGREEMENT AND JOINT ESCROW INSTRUCTIONS (this
"Agreement") is made and entered into as of the Execution Date by and between City and SJR.
In consideration of the mutual covenants and agreements contained herein, and for other
good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged,
City and SJR agree as follows:
1. Obligations of City and SJR Prior to Closing.
(a) The City and SJR recognize and agree that the goal of the parties with
respect to the City Property is to design and entitle a residential project of not less than twelve
(12) dwelling units per acre which reflects the quality of the Desert Willow Resort Area while
maintaining the density necessary to make the exchange pursuant to this Agreement
economically feasible for SJR (the "Project").
(b) The City and SJR agree to design ingress and egress to and from the
Project that will allow for the maximum turning movements on to Country Club Drive.
(c) The City agrees to assign one staff member to be the point of contact to
manage, control, coordinate and expedite the process of entitling the Project.
(d) The City will expeditiously process a lot line adjustment with respect to
the SJR Property as generally shown on the SJR Site Plan attached hereto as Exhibit I (the "Lot
Line Adjustment").
2. Exchange. City hereby agrees to convey the City Property to SJR and, in
exchange SJR hereby agrees to convey the SJR Property to City, on the terms and conditions set
forth in this Agreement.
3. Consideration.
(a) Consideration for City Property. As the consideration to the City in return
for City's conveyance to SJR of the City Property, SJR or its nominee shall, at the "Closing" (as
defined below), convey the SJR Property to the City or its nominee.
(b) Consideration for SJR Property. As the consideration to SJR, in return for
SJR's conveyance to City of the SJR Property, City shall, at the Closing, (i) convey the City
Property to SJR or its nominee, and (ii) pay to SJR Three Million Dollars ($3,000,000) payable
by wire transfer or other immediately available funds (the "Cash Payment").
4. Title Review of City Property. SJR has been furnished with and hereby
acknowledges receipt of a preliminary commitment for the City Property ("City Property Title
Commitment"), together with complete and legible copies of all documents referred to as
856634.10
exceptions identified in Schedule B thereof. SJR shall conduct its review of the City Property
Title Commitment in accordance with the following procedures:
(a) SJR's Notice. SJR shall have ten (10) business days after the Execution
Date to notify the City in writing of its approval and/or disapproval of each exception in
Schedule B of the City Property Title Commitment ("City Title Matters"). Exceptions not
disapproved by SJR within this time period shall automatically be deemed "Permitted
Exceptions." Notwithstanding the foregoing, exceptions that evidence the delinquent obligation
to pay money ("Monetary Exceptions") shall be automatically deemed disapproved.
(b) The Citv's Notice. The City shall have ten (10) business days after receipt
of SJR's notification in which to notify SJR whether or not it elects to cure or remove any of the
disapproved exceptions identified in SJR's notice given pursuant to Section 4(a). The City's
failure to so notify SJR within this time period shall constitute the City's election to not remove
any such exceptions. The City shall remove all exceptions it elects to remove on or before
Closing. Notwithstanding the foregoing, the City agrees to remove all Monetary Exceptions at
or prior to Closing.
(c) SJR's Election. If the City does not elect to, or is deemed to have elected
not to, remove all exceptions disapproved by SJR, SJR may, no later than ten (10) business days
after expiration of the ten (10) business day period described in Section 4(b), elect by written
notice to the City to either (a) continue this Agreement and proceed with Closing, in which event
the disapproved exceptions that the City has not elected to remove shall become Permitted
Exceptions, or (b) terminate this Agreement without liability to either party, in which case all of
the parties' rights and obligations hereunder (other than those which are intended to survive such
termination by the express terms hereof) shall terminate as well. Upon such termination, each
party shall promptly take any and all actions necessary to cancel "Escrow" (as defined below)
and to return any documents provided to it by the other party.
(d) New Exceptions. The notice and response procedure of this Section 4
shall be repeated for any additional title exceptions of which SJR is notified by the Title
Company after the Execution Date, except that if the time period for delivery of any notice
extends beyond the Closing Date, then the Closing shall be extended for whatever period of time
is necessary to accommodate such notice period(s). Notwithstanding any other provision of this
Agreement, the City shall not record or authorize for recording any lien or encumbrance against
the City Property that would extend beyond the Closing Date without the prior written approval
of SJR.
5. Title Review of SJR Property. The City has been furnished with and hereby
acknowledges receipt of a preliminary commitment for the SJR Property ("SJR Property Title
Commitment"), together with complete and legible copies of all documents referred to as
exceptions identified in Schedule B thereof. The City shall conduct its review of the Title
Commitment in accordance with the following procedures:
(a) The Citv's Notice. The City shall have ten (10) business days after the
Execution Date to notify SJR in writing of its approval and/or disapproval of each exception in
Schedule B of SJR Property Title Commitment ("SJR Title Matters"). Exceptions not
856634.10 2
disapproved by the City within this time period shall automatically be deemed Permitted
Exceptions. Notwithstanding the foregoing, Monetary Exceptions shall be automatically deemed
disapproved.
(b) SJR's Notice. SJR shall have ten (10) business days after receipt of the
City's notification in which to notify the City whether or not it elects to cure or remove any of
the disapproved exceptions identified in City's notice pursuant to Section 5(a). SJR's failure to
so notify the City within this time period shall constitute the SJR's election to not remove any
such exceptions. SJR shall remove all exceptions it elects to remove on or before Closing.
Notwithstanding the foregoing, SJR agrees to remove all Monetary Exceptions at or prior to
Closing.
(c) The City's Election. If SJR does not elect to, or is deemed to have elected
not to, remove all exceptions disapproved by the City, the City may, no later than ten (10)
business days after expiration of the ten (10) business day period described in Section 5(b), elect
by written notice to SJR to either (a) continue this Agreement and proceed with the Closing, in
which event the disapproved exceptions that SJR has not elected to remove shall become
Permitted Exceptions, or (b) terminate this Agreement without liability to either party, in which
case all of the parties' rights and obligations hereunder (other than those which are intended to
survive such termination by the express terms hereof) shall terminate as well. Upon such
termination, each party shall promptly take any and all actions necessary to cancel Escrow and to
return any documents provided to it by the other party.
(d) New Exceptions. The notice and response procedure of this Section 5
shall be repeated for any additional title exceptions of which the City is notified by the Title
Company after the Execution Date, except that if the time period for delivery of any notice
extends beyond the Closing Date, then the Closing shall be extended for whatever period of time
is necessary to accommodate such notice period(s). Notwithstanding any other provision of this
Agreement, SJR shall not record or authorize for recording any lien or encumbrance against SJR
Property that would extend beyond the Closing Date without the prior written approval of the
City.
(e) Specific Permitted Exceptions. City hereby agrees to accept title subject
to the items described in Exhibit G (collectively, the "CC&R's").
6. The City's Due Diligence Contingency.
(a) Due Diligence. The City's obligation to acquire SJR Property and SJR's
obligations to convey SJR Property to the City are contingent upon the City determining, in the
exercise of its sole and absolute discretion, that it is satisfied with its due diligence of all aspects
of SJR Property ("City Due Diligence Contingency").
(b) Property Documents. Within ten (10) business days after the Execution
Date, SJR shall provide to the City copies of any and all information regarding SJR Property in
SJR's possession or control, including but not limited to the following: soil reports,
environmental or hazardous waste studies, engineering studies or any other studies or reports
relating to the physical condition of the property or any agreements relating to the physical
856634.10 3
condition or use and development the of SJR Property, if any ("SJR Property Documents");
provided, however, that City may not terminate based on the CC&R's.
(c) Rieht of Access. The City and its agents, employees and designees shall
be afforded reasonable access and entry onto the SJR Property during the Due Diligence Period
to conduct such studies, tests, inspections and other investigations as determined by the City in
its sole and absolute discretion in order to fully investigate the SJR Property. All such studies,
tests, inspections and other investigations shall occur at the City's sole cost and expense. The
City shall provide SJR with at least two (2) business days' advance written notice prior to
entering upon the SJR Property. The City shall indemnify, defend and hold SJR harmless from
any claim, liability, loss or expense asserted against SJR or SJR Property in connection with the
City's or its agents', employees' and designees' entry on the SJR Property, and, so long as this
Agreement has not been terminated by the City due to SJR's nonperformance, the City shall
provide SJR, at no cost to SJR, with copies of all reports issued in connection with the tests,
studies, inspections and/or other investigations conducted by the City on the SJR Property.
(d) Due Diligence Period. The City shall have thirty (30) days from the
Execution Date ("City Due Diligence Period") within which to determine the City's satisfaction
in its sole and absolute discretion with the City Due Diligence Contingency. If the City is not
satisfied with the City Due Diligence Contingency within the City Due Diligence Period, the
City may terminate this Agreement by delivering written notice of such termination to SJR on or
before the expiration of the City Due Diligence Period, in which case all of the parties' rights and
obligations hereunder (other than those which are intended to survive such termination by the
express terms hereof) shall terminate as well. Upon such termination, each party shall promptly
take any and all actions necessary to cancel Escrow and to return any documents provided to it
by the other party. If the City does not provide written notice of termination of this Agreement
within the City Due Diligence Period, the City Due Diligence Contingency shall be deemed to
have been satisfied and waived, and this Agreement shall continue in full force and effect.
(e) Condition of the SJR Property. The waiver or satisfaction of the City Due
Diligence Contingency shall constitute the City's determination that it is satisfied with its
investigation of the condition of the SJR Property and all material facts bearing on its purchase
of the SJR Property. Except for SJR's express representations and warranties under this
Agreement, the City will acquire SJR Property "AS IS", with any and all faults and defects.
7. SJR's Due Diligence Contingencv.
(a) Due Diligence. SJR's obligation to acquire the City Property and the
City's obligations to convey the City Property to SJR are contingent upon SJR determining, in
the exercise of its sole and absolute discretion, that it is satisfied with its due diligence of all
aspects of the City Property ("SJR Due Diligence Contingency").
(b) Property Documents. Within ten (10) business days after the Execution
Date, the City shall provide to SJR copies of any and all information regarding City Property in
the City's possession or control, including but not limited to the following: soil reports,
environmental or hazardous waste studies, engineering studies or any other studies or reports
856634.10 4
relating to the physical condition of the property or any agreements relating to the physical
condition or use and development of the City Property, if any ("City Property Documents").
(c) Right of Access. SJR and its agents, employees and designees shall be
afforded reasonable access and entry onto the City Property during the Due Diligence Period to
conduct such studies, tests, inspections and other investigations as determined by SJR in its sole
and absolute discretion in order to fully investigate the City Property. All such studies, tests,
inspections and other investigations shall occur at SJR's sole cost and expense. SJR shall
provide the City with at least two (2) business days' advance written notice prior to entering
upon the City Property. SJR shall indemnify, defend and hold the City harmless from any claim,
liability, loss or expense asserted against the City or the City Property in connection with SJR's
or its agents', employees' and designees' entry on the City Property, and, so long as this
Agreement has not been terminated by SJR due to the City's nonperformance, SJR shall provide
the City, at no cost to the City, with copies of all reports issued in connection with such studies,
tests, inspections and/or other investigations conducted by SJR on the City Property.
(d) Due Diligence Period. SJR shall have thirty (30) days from the Execution
Date ("SJR Due Diligence Period") within which to determine SJR's satisfaction with the SJR
Due Diligence Contingency. If SJR is not satisfied with the SJR Due Diligence Contingency
within the SJR Due Diligence Period, SJR may terminate this Agreement by delivering written
notice of such termination to the City on or before the expiration of the SJR Due Diligence
Period, in which case all of the parties' rights and obligations hereunder (other than those which
are intended to survive such termination by the express terms hereof) shall terminate as well.
Upon such termination, each party shall promptly take any and all actions necessary to cancel
Escrow and to return any documents provided to it by the other party. If SJR does not provide
written notice of termination of this Agreement within the SJR Due Diligence Period, the SJR
Due Diligence Contingency shall be deemed to have been satisfied and waived, and this
Agreement shall continue in full force and effect.
(e) Condition of the City Property. The waiver or satisfaction of the SJR Due
Diligence Contingency shall constitute SJR's determination that it is satisfied with its
investigation of the condition of the City Property and all material facts bearing on its acquisition
of the City Property. Except for the City's express representations and warranties under this
Agreement, SJR will acquire the City Property "AS IS", with any and all faults and defects.
8. Escrow and Closing.
(a) Opening of Escrow. For the purposes of this Agreement, the escrow
("Escrow") shall be deemed opened (the "Opening of Escrow") on the date that Escrow Holder
receives a copy of this Agreement fully executed by City and SJR. Escrow Holder shall
promptly notify City and SJR in writing of the date of the Opening of Escrow. City and SJR
agree to execute, deliver and be bound by any reasonable or customary supplemental escrow
instructions or other instruments reasonably required by Escrow Holder to consummate the
transaction contemplated by this Agreement; provided, however, that no such instruments shall
be inconsistent or in conflict with, amend or supersede any portion of this Agreement. If there is
any conflict or inconsistency between the terms of such instruments and the terms of this
Agreement, then the terms of this Agreement shall control.
856634.10 5
(b) Closing. For purposes of this Agreement, the "Closing" shall be the date
that both the "City Deed" and the "SJR Deed" (as those terms are defined below) are recorded
pursuant to applicable law in the Official Records of the County of Riverside, California. Unless
changed in writing by City and SJR, and provided all of City's Contingencies and SJR's
Contingencies have been satisfied or waived in writing by City and SJR, respectively, the
Closing shall occur on the Closing Date; provided, however, that if either City or SJR is not
prepared for the Closing, the Closing Date shall automatically be extended by three (3) business
days. In no event shall the Closing occur sooner than the ninetieth (90th) day following approval
or waiver of the last of the City's Contingencies and SJR's Contingencies, unless a sooner date is
mutually approved. In no event shall the Closing occur after, and this Agreement shall
automatically terminate if the Closing has not occurred on or before, June 30, 2007.
9. City's Conditions Precedent and Termination Right.
(a) City's Conditions Precedent. The Closing and City's obligation to
consummate the transaction contemplated by this Agreement are subject to the timely
satisfaction or written waiver of the following conditions precedent (collectively, "City's
Contingencies"), which are for City's benefit only.
(i) Due Diligence Contingency. The City's Due Diligence
Contingency has been satisfied or waived.
(ii) Title Policy. On or before the Closing, the Title Company shall,
upon payment of the Title Company's regularly scheduled premium, have agreed to issue to City
an ALTA extended coverage owner's policy of title insurance naming City as the insured (such
policy being referred to herein as the "City's Title Policy") in the amount of the Value of the SJR
Property showing fee title to the SJR Property vested solely in the City and subject only to (i) the
standard, preprinted exceptions to the City's Title Policy (but not including any arbitration, co-
insurance, creditors' rights or regional exceptions); (ii) a lien (or liens) to secure payment of real
estate taxes or assessments not yet delinquent; (iii) matters affecting the SJR Property created by
or approved by the City; and (iv) those matters specifically set forth on Exhibit G.
(iii) No Changes. As of the Closing, the physical condition of the SJR
Property shall be substantially the same as the condition existing as of the expiration of the City
Due Diligence Period.
(iv) Development Agreement. On or before the Closing, SJR and City
shall have entered into the Development Agreement and the ordinance adopting the
Development Agreement has become effective; provided, however, that nothing in this
Agreement shall be deemed to obligate or require City to approve, execute or otherwise enter
into the Development Agreement.
(v) Representations and Warranties. All representations and
warranties of SJR contained in this Agreement shall be materially true and correct as of the date
made and as of the Closing with the same effect as if those representations and warranties were
made at and as of the Closing.
(vi) No Default. As of the Closing, SJR shall not be in Default.
856634.10 6
(vii) Lot Line Adiustment. On or before the Closing, the Lot Line
Adjustment has been recorded in the Official Records of Riverside County, California.
(b) Termination Right. Should any of City's Contingencies not be met, City
may, by written notice to SJR, terminate this Agreement. In the event that this Agreement is so
terminated, any escrow, title or other cancellation fees shall be shared equally by City and SJR
unless SJR is in default hereunder, in which case SJR shall pay all such fees.
(c) Waiver. The City may waive any of City's Contingencies.
10, SJR's Conditions Precedent and Termination Right.
(a) SJR's Conditions Precedent. The Closing and SJR's obligation to
consummate the transaction contemplated by this Agreement are subject to the timely
satisfaction or written waiver of the following conditions precedent (collectively, "SJR's
Contingencies"), which are for SJR's benefit only.
(i) Due Diligence Contingency . SJR's Due Diligence Contingency
has been satisfied or waived.
(ii) Title Policy. On or before the Closing, the Title Company shall,
upon payment of the Title Company's regularly scheduled premium, have agreed to issue to SJR
an ALTA extended coverage owner's policy of title insurance naming SJR as the insured (such
policy being referred to herein as "SJR's Title Policy") in the amount of the Value of the City
Property showing fee title to the City Property vested solely in SJR and subject only to (i) the
standard, preprinted exceptions to SJR's Title Policy (but not including any arbitration, co-
insurance, creditors' rights or regional exceptions); (ii) a lien (or liens) to secure payment of real
estate taxes or assessments not yet delinquent; and (iii) matters affecting the City Property
created by or approved by SJR.
(iii) No Changes. As of the Closing, the physical condition of the City
Property shall be substantially the same as the condition existing as of the expiration of the SJR
Due Diligence Period.
(iv) Development Agreement. On or before the Closing, SJR and City
shall have entered into the Development Agreement and the ordinance adopting the
Development Agreement has become effective; provided, however, that nothing in this
Agreement shall be deemed to obligate or require SJR to approve, execute or otherwise enter into
the Development Agreement.
(v) Representations and Warranties. All representations and
warranties of City contained in this Agreement shall be materially true and correct as of the date
made and as of the Closing with the same effect as if those representations and warranties were
made at and as of the Closing.
(vi) No Default. As of the Closing, City shall not be in Default.
856634.10 7
(vii) Lot Line Adiustment. On or before the Closing, the Lot Line
Adjustment has been recorded in the Official Records of Riverside County, California.
(b) Termination Rieht. Should any of SJR's Contingencies not be met, SJR
may, by written notice to City, terminate this Agreement. In the event that this Agreement is so
terminated, any escrow, title or other cancellation fees shall be shared equally by City and SJR
unless City is in default hereunder, in which case City shall pay all such fees.
(c) Waiver. SJR may waive any of the SJR's Contingencies.
11. Citv's Deliveries to Escrow Holder. On or before the Closing, City shall deposit,
or cause to be deposited, with Escrow Holder the following items, duly executed and, where
appropriate, acknowledged ("City's Delivered Items"):
Deed").
(a) Payments. The Cash Payment.
(b) Deed. The grant deed in the form attached hereto as Exhibit C (the "City
(c) Development Agreement. The Development Agreement.
(d) Memorandum. The memorandum in the form attached hereto as Exhibit L
(the "Memorandum").
(e) FIRPTA. The certification of non -foreign status in the form attached
hereto as Exhibit D (the "City FIRPTA Certificate").
(0 Authority. Such evidence of City's authority and authorization to enter
into this Agreement and to consummate the Closing as may be reasonably requested by SJR
and/or the Title Company.
(g) Further Documents, Funds or Items. Any other documents, funds or
items, including, but not limited to, funds sufficient to pay for "City's Costs" (as defined below),
reasonably required for the Closing.
12. SJR's Deliveries to Escrow Holder. On or before the Closing, SJR shall deposit,
or cause to be deposited, with Escrow Holder the following items, duly executed and, where
appropriate, acknowledged ("SJR's Delivered Items"):
Deed").
(a) Deed. The grant deed in the form attached hereto as Exhibit E (the "SJR
(b)
Development Agreement. The Development Agreement.
(c) Declaration. The declaration of use restrictions in the form attached
hereto as Exhibit K (the "Declaration").
(d) Memorandum. The Memorandum.
856634.10 8
(e) FIRPTA. The certification of non -foreign status in the form attached
hereto as Exhibit F (the "SJR FIRPTA Certificate").
(f) Authority. Such evidence of SJR's authority and authorization to enter
into this Agreement and to consummate the Closing as may be reasonably requested by City
and/or the Title Company.
(g) Further Documents. Funds or Items. Any other documents, funds or
items, including, but not limited to, funds sufficient to pay for "SJR's Costs" (as defined below),
reasonably required for the Closing.
13. Costs and Expenses.
(a) City Costs. If the Closing is consummated, then City shall bear the
following costs and expenses: (i) one-half (1/2) of the Escrow Holder's fee; (ii) the cost of SJR's
Title Policy; (iii) one-half (1/2) of all document recording fees; and (iv) one-half (1/2) of all
documentary transfer taxes (collectively, "City's Costs").
(b) SJR Costs. If the Closing is consummated, then SJR shall bear the
following costs and expenses: (i) one-half (1/2) of the Escrow Holder's fee; (ii) the cost of
City's Title Policy; (iii) one-half (1/2) of all document recording fees; and (iv) one-half (1/2) of
all documentary transfer taxes (collectively, "SJR's Costs").
(c) Generally. If, through no fault of either City or SJR, the Closing fails to
take place, City and SJR shall share equally all of Escrow Holder's fees and charges; provided,
however, that if the Closing fails to occur as the result of the Default of either party, then such
defaulting party shall bear all Escrow Holder's fees and expenses. Each party shall bear the
costs of its own attorneys and consultants in connection with the negotiation and preparation of
this Agreement and the consummation of the Closing. All other costs and expenses (except as
set forth in this Section 13) shall be allocated between City and SJR in accordance with the
customary practice of the County of Riverside, California. The items provided in this
Section 13(c) are hereinafter referred to as "General Expenses."
14. Prorations. Property taxes and assessments will be prorated as of the Closing
based on a 30 day month and 360 day year.
15. Closing Procedure. When the Title Company is ready to issue City's Title Policy
and SJR's Title Policy and all required documents and funds have been deposited with Escrow
Holder, Escrow Holder shall immediately close Escrow in the manner and order provided below.
(a) Recording. Escrow Holder shall cause the Declaration, the City Deed, the
SJR Deed, the Memorandum, the Development Agreement and any other documents that the
parties may mutually direct, to be recorded pursuant to applicable law in the Official Records of
the County of Riverside, California, and obtain conformed copies thereof for distribution to City
and SJR.
856634.10 9
(b) Disburse Funds. Escrow Holder shall debit or credit (as provided herein)
all City's Costs, SJR's Costs and General Expenses, disburse the Cash Payment to SJR and
disburse the remaining funds, if any, to the party entitled thereto.
(c) Documents to City. Escrow Holder shall deliver to City the original SJR
FIRPTA Certificate and a conformed copy of the Declaration, the Memorandum, the SJR Deed
and the Development Agreement.
(d) Documents to SJR. Escrow Holder shall deliver to SJR the original City
FIRPTA Certificate and a conformed copy of the Declaration, the Memorandum, the City Deed
and the Development Agreement.
(e) Title Policy. Escrow Holder shall cause the Title Company to issue City's
Title Policy to City and SJR's Title Policy to SJR.
(f) Closing Statement. Escrow Holder shall forward to both City and SJR a
separate accounting of all funds received and disbursed for each party in connection with the
Closing.
(g) Informational Reports. Escrow Holder shall file any information reports
required by Intemal Revenue Code Section 6045(e), as amended.
16. Representations and Warranties.
(a) Citv's Representations and Warranties. In consideration of SJR entering
into this Agreement and as an inducement to SJR to acquire the City Property, City makes the
following representations and warranties as of the Execution Date and at and as of the Closing,
each of which is material and is being relied upon by SJR.
(i) Power. City has the legal power, right and authority to enter into
this Agreement and the instruments attached hereto and referenced herein, and to consummate
the transaction contemplated hereby.
(ii) Requisite Action. All requisite action has been taken by City in
connection with entering into this Agreement and the instruments referenced herein; and, by the
Closing, all such necessary action will have been taken to authorize the consummation of the
transaction contemplated hereby. By the Closing no additional consent of any administrative
body, governmental authority or other party shall be required for City to consummate the
transaction contemplated by this Agreement.
(iii) Individual Authority. The individuals executing this Agreement
and the instruments referenced herein on behalf of City have the legal power, right and actual
authority to bind City to the terms and conditions hereof and thereof.
(iv) No Conflict. Neither the execution or delivery of this Agreement
or the documents or instruments referenced herein, nor incurring the obligations set forth herein,
nor the consummation of the transaction contemplated herein, nor compliance with the terms of
this Agreement or the documents or instruments referenced herein or therein conflict with or
856634.10 10
result in the material breach of any terms, conditions or provisions of, or constitute a default
under, any bond, note or other evidence of indebtedness or any contract, indenture, mortgage,
deed of trust, loan, lease or other agreement or instrument to which any of the City is a party or
that affect the City Property.
(v) No Bankruptcy. No bankruptcy or other insolvency proceeding
has been filed or threatened by or against the City.
(vi) Property Documents. All of the copies of the City Property
Documents delivered to SJR are true and complete copies of their respective originals.
(vii) Compliance with Laws and Codes. City has not received any
written notice of any current alleged violations of any law, statute or regulation at or about the
City Property.
(viii) Condemnation. City has received no written notice of any pending
or threatened condemnation, eminent domain or similar proceeding affecting the City Property or
any portion thereof.
(ix) Environmental. To City's actual knowledge, there are no toxic or
otherwise hazardous substances or materials located on or under the City Property and City has
received no notice of any Hazardous Materials located on or under the City Property.
(x) No Defaults. City has received no written notice of default under
any of the City Property Documents or City Title Matters, nor has City received written notice of
any event that with notice or the passage of time, or both, would constitute a default thereunder.
(xi) Other Aereements. To City's knowledge, after reasonable
investigation and inquiry, there are no contracts, instruments, insurance policies and other
agreements affecting or relating to the City Property.
(xii) No Liens or Prior Transfers. City has not previously assigned,
transferred, conveyed or encumbered (or entered into any agreement to do any of the foregoing)
any or all of its right, title or interest in or to the City Property.
(xiii) No Commitments. City has not become obligated to any third
party with respect to the City Property.
(xiv) No Tax or Economic Advice. City has not received or relied on
any tax or economic advice from SJR or SJR's Counsel with respect to the transaction
contemplated by this Agreement or to the economic advisability or feasibility of such
transactions or the project to be developed on the SJR Property.
(xv) No Leeal Advice. City has not received or relied on any legal or
other advice from SJR or SJR's Counsel in connection with the transaction contemplated by this
Agreement.
856634.10 11
(b) City's Indemnity for Misrepresentations. City shall indemnify, defend
(with counsel reasonably acceptable to SJR) and hold harmless SJR and SJR's partners,
members, shareholders, officers, directors, managers, employees, contractors, agents, successors
and assigns from and against any and all losses, claims, liabilities, damages, costs and expenses,
including, but not limited to, attorneys' fees and court costs, resulting from any representation or
warranty made by City in this Agreement being incorrect. The foregoing indemnity shall survive
the Closing and the acceptance of the SJR Deed, shall not be limited by any provision of this
Agreement, and shall be in addition to any other right or remedy SJR may have at law or in
equity or pursuant to this Agreement.
(c) SJR's Representations and Warranties. In consideration of City entering
into this Agreement and as an inducement to City to acquire the SJR Property, SJR makes the
following representations and warranties as of the Execution Date and at and as of the Closing,
each of which is material and is being relied upon by City.
(i) Power. SJR has the legal power, right and authority to enter into
this Agreement and the instruments attached hereto and referenced herein, and to consummate
the transaction contemplated hereby.
(ii) Reauisite Action. All requisite action has been taken by SJR in
connection with entering into this Agreement and the instruments referenced herein; and, by the
Closing, all such necessary action will have been taken to authorize the consummation of the
transaction contemplated hereby. By the Closing no additional consent of any individual,
director, shareholder, partner, member, manager, trustee, trustor, beneficiary, creditor, investor,
judicial or administrative body, governmental authority or other party shall be required for SJR
to consummate the transaction contemplated by this Agreement.
(iii) Individual Authority. The individuals executing this Agreement
and the instruments referenced herein on behalf of SJR have the legal power, right and actual
authority to bind SJR to the terms and conditions hereof and thereof
(iv) No Conflict. Neither the execution or delivery of this Agreement
or the documents or instruments referenced herein, nor incurring the obligations set forth herein,
nor the consummation of the transaction contemplated herein, nor compliance with the terms of
this Agreement or the documents or instruments referenced herein or therein conflict with or
result in the material breach of any terms, conditions or provisions of, or constitute a default
under, any bond, note or other evidence of indebtedness or any contract, indenture, mortgage,
deed of trust, loan, lease or other agreement or instrument to which SJR is a party or that affect
the SJR Property.
(v) No Bankruptcy. No bankruptcy or other insolvency proceeding
has been filed or threatened by or against SJR.
(vi) Property Documents. All of the copies of the SJR Property
Documents delivered to City are true and complete copies of their respective originals.
856634.10 12
(vii) Compliance With Laws and Codes. SJR has received any written
notice of any current alleged violations of any law, statute or regulation at or about the SJR
Property.
(viii) Condemnation. SJR has received no written notice of any pending
or threatened condemnation, eminent domain or similar proceeding affecting the SJR Property or
any portion thereof.
(ix) Environmental. To SJR's actual knowledge, there are no toxic or
otherwise hazardous substances or materials located on or under the SJR Property and SJR has
received no notice of any Hazardous Materials located on or under the SJR Property.
(x) No Defaults. SJR has received no written notice of default under
any of the SJR Property Documents or SJR Title Matters, nor has SJR received written notice of
any event that with notice or the passage of time, or both, would constitute a default thereunder.
(xi) Other Agreements. To SJR's knowledge, after reasonable
investigation and inquiry, there are no contracts, instruments, insurance policies and other
agreements affecting or relating to the SJR Property.
(xii) No Liens or Prior Transfers. SJR has not previously assigned,
transferred, conveyed or encumbered (or entered into any agreement to do any of the foregoing)
any or all of its right, title or interest in or to the SJR Property.
(xiii) No Commitments. SJR has not become obligated to any third
party with respect to the SJR Property.
(xiv) No Tax or Economic Advice. SJR has not received or relied on
any tax or economic advice from City or City's Counsel with respect to the transaction
contemplated by this Agreement or to the economic advisability or feasibility of such
transactions or the project to be developed on the City Property.
(xv) No Legal Advice. SJR has not received or relied on any legal or
other advice from City or City's Counsel in connection with the transaction contemplated by this
Agreement.
(d) SJR's Indemnity for Misrepresentations. SJR shall indemnify, defend
(with counsel reasonably acceptable to City) and hold harmless City and City's officers, elected
officials, employees, contractors, agents, successors and assigns from and against any and all
losses, claims, liabilities, damages, costs and expenses, including, but not limited to, attorneys'
fees and court costs, resulting from any representation or warranty made by SJR in this
Agreement being incorrect. The foregoing indemnity shall survive the Closing and the
acceptance of the City Deed, shall not be limited by any provision of this Agreement, and shall
be in addition to any other right or remedy City may have at law or in equity or pursuant to this
Agreement.
856634.10 13
17. Events of Default and Rights of Termination and Other Remedies.
(a) Defaults — General. Subject to the extensions of time set forth in
Section 18, failure or delay by either party to perform any term or provision of this Agreement
shall constitute a "Default" under this Agreement fifteen (15) days following receipt of written
notice specifying the default complained of; provided, however, that if the nature of the default is
such that more than ten (10) days is reasonably required for its cure, then the defaulting party
shall not be deemed to be in Default if it has commenced a cure within the fifteen (15) day
period and thereafter diligently prosecutes such cure to completion within sixty (60) days after
receipt of written notice thereof.
(b) Institution of Legal Actions. 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 specific performance or any other remedy consistent with the
purpose of this Agreement, except that there shall be no right to terminate this Agreement except
as set forth in Sections 17(c), 17(d) and 17(e). Such legal actions must be instituted in the
Superior Court of the County of Riverside, State of California, in any other appropriate court in
that County, or in the Federal District Court in the Central District of California.
(c) Right of Termination by City Prior to Conveyance. In addition to any
other remedies at law or equity available to City, City may terminate this Agreement if (1) any of
the events described in (i) or (ii) below occurs, (2) any pertinent cure period applicable thereto
has expired and such Default remains uncured, and (3) City delivers a written termination notice
to SJR.
(i)
constitutes a Default; or
SJR fails to perform a material obligation hereunder, which failure
(ii) Any condition precedent to City's obligation to convey the City
Property has not been satisfied as and at the times provided in this Agreement.
Upon any such termination by City in accordance with this Section 17(c), (A) any
remaining rights of SJR regarding the City Property, or arising from this Agreement, shall be
deemed terminated; (B) except in the event of a Default, neither SJR nor City shall have any
further rights against or liability to the other under this Agreement regarding the City Property;
and (C) all monies or documents deposited by any party into the Escrow shall be returned to the
party making such deposit.
(d) Right of Termination by SJR Prior to Conveyance. In addition to any
other remedies at law or equity available to SJR, SJR may terminate this Agreement if (1) any of
the events described in (i) or (ii) below occurs, (2) any pertinent cure period applicable thereto
has expired and such Default remains uncured and (3) SJR delivers a written termination notice
to City:
(i) City fails to perform a material obligation hereunder, which failure
constitutes a Default; or
856634.10
14
(ii) Any condition precedent to SJR's obligation to purchase the City
Property has not been satisfied as and at the times provided in this Agreement.
Upon any such termination by SJR in accordance with this Section 17(d), (A) any
remaining rights of City regarding the SJR Property, or arising from this Agreement, shall be
deemed terminated; (B) except in the event of a Default, neither SJR nor City shall have any
further rights against or Liability to the other under this Agreement regarding the SJR Property;
and (C) all monies or documents deposited by any party into the Escrow shall be returned to the
party making such deposit.
18. Enforced Delay: Extension of Times of Performance. In addition to specific
provisions of the Agreement, performance by any party hereunder shall not be deemed to be in
default, where delays or defaults are due to acts of God, or the elements, accident, casualty,
unavailability or delays in delivery of any product, labor, fuel, service or materials, failure or
breakdown of equipment, strikes, lockouts, or other labor disturbances, acts of the public enemy,
orders or inaction of any kind from the government of the United States, the State of California,
or any other governmental, military or civil authority (other than City, to the extent that such
orders or inaction affect City's obligations, performance or rights under this Agreement), war,
insurrections, riots, epidemics, landslides, lightning, droughts, floods, fires, earthquakes, arrests,
civil disturbances, explosions, freight embargoes, lack of transportation, breakage or accidents to
vehicles, or any other inability of any party hereto, whether similar or dissimilar to those
enumerated or otherwise, which are not within the control of the party claiming such inability or
disability, which such party could not have avoided by exercising due diligence and care and
regarding which such party shall use all reasonable efforts that are practically available to it in
order to correct such condition.
However, no party hereto shall be entitled to any extension of time pursuant to this
Section 18 due to any event or condition caused by a party's inherent financial condition or
financial inability to pay its monetary obligations when due.
Notwithstanding anything to the contrary in this Agreement, an extension of time for any
such cause shall be for the period of time reasonable in light of the enforced delay. The
extension of time shall commence to run from the time of the commencement of the cause, so
long as the party claiming the extension has notified the other party in writing of the nature of the
matter constituting the enforced delay within ten (10) days after the occurrence of the enforced
delay.
19. General Provisions.
(a) Entire Agreement. THE PARTIES HERETO EXPRESSLY AGREE
AND CONFIRM THAT THIS AGREEMENT IS EXECUTED WITHOUT RELIANCE ON
ANY ORAL OR WRITTEN STATEMENTS, REPRESENTATIONS OR PROMISES OF ANY
KIND WHICH ARE NOT EXPRESSLY CONTAINED IN THIS AGREEMENT. THIS
AGREEMENT SUPERSEDES ANY PRIOR AGREEMENTS, NEGOTIATIONS AND
COMMUNICATIONS, ORAL OR WRITTEN, AND CONTAINS THE ENTIRE
AGREEMENT BETWEEN, AND THE FINAL EXPRESSION OF, CITY AND SJR WITH
RESPECT TO THE SUBJECT MATTER HEREOF. NO SUBSEQUENT AGREEMENT,
856634.10 15
REPRESENTATION OR PROMISE MADE BY EITHER PARTY HERETO, OR BY OR TO
AN EMPLOYEE, OFFICER, AGENT OR REPRESENTATIVE OF EITHER PARTY
HERETO SHALL BE OF ANY EFFECT UNLESS IT IS IN WRITING AND EXECUTED BY
THE PARTY TO BE BOUND THEREBY.
(b) Damage to City Property. If, prior to the Closing, all or any portion of the
City Property is damaged by any earthquake, flood, severe precipitation or other casualty
(collectively, for purposes of this Section 19(b) only, "Damage") which materially adversely
affects the development of the City Property, then the following procedures shall apply:
(i) Less than $50,000. If the estimated aggregate cost of repair and/or
replacement of the Damage is Fifty Thousand and No/100 Dollars ($50,000.00) or less, SJR
shall: (A) proceed with the Closing and take the City Property subject to such Damage; and
(B) be entitled to receive any insurance proceeds for such Damage.
(ii) Greater than $50,000. If the estimated aggregate cost of repair
and/or replacement is greater than Fifty Thousand and No/100 Dollars ($50,000.00) as
reasonably determined by SJR, SJR may elect to either: (A) terminate this Agreement by written
notice to City, and neither party shall have any further liability to the other hereunder, except as
otherwise provided herein; or (B) proceed with the Closing and take the City Property subject to
such Damage by giving written notice to City within thirty (30) days after the date of such
Damage, in which case SJR shall be entitled to receive any insurance proceeds for such Damage.
(c) Damage to SJR Property. If, prior to Closing, all or any portion of the SJR
Property is damaged by earthquake, food, severe precipitation or other casualty (collectively, for
purposes of this Section 19(c) only, "Damage") that materially adversely affects the
developability of the SJR Property, then the following procedures shall apply:
(i) Less than $50,000. If the estimated aggregate cost of repair and/or
replacement of the Damage is Fifty Thousand and No/100 Dollars ($50,000.00) or less, City
shall: (A) proceed with the Closing and take the SJR Property subject to such Damage; and
(B) be entitled to receive any insurance proceeds for such Damage.
(ii) Greater than $50.000. If the estimated aggregate cost of repair
and/or replacement is greater than Fifty Thousand and No/100 Dollars ($50,000.00) as
reasonably determined by City, City may elect to either: (A) terminate this Agreement by
written notice to SJR, and neither party shall have any further liability to the other hereunder,
except as otherwise provided herein; or (B) proceed with the Closing and take the SJR Property
subject to such Damage by giving written notice to SJR within thirty (30) days after the date of
such Damage, in which case City shall be entitled to receive any insurance proceeds for such
Damage.
(d) Condemnation. If any portion of the City Property shall be taken or
appropriated by a public or quasi public authority exercising the power of eminent domain, SJR
shall have the right, at its option, to (i) terminate this Agreement, or (ii) proceed with the
acquisition of the City Property and receive all of the award or payment made in connection with
such taking. If any portion of the SJR Property shall be taken or appropriated by a public or
856634.10 16
quasi public authority exercising the power of eminent domain, City shall have the right, at its
option, to (1) terminate this Agreement, or (2) proceed with the acquisition of the SJR Property
and receive all of the award or payment made in connection with such taking.
(e) Notices. Any notice, request, direction, demand, consent, waiver,
approval or other communication required or permitted to be given hereunder shall not be
effective unless it is given in writing and shall be delivered (i) in person, (ii) by certified mail,
postage prepaid, return receipt requested, (iii) by facsimile, or (iv) by a commercial overnight
courier that guarantees next day delivery and provides a receipt, and addressed to the parties at
the addresses stated in the "Defined Terms" section at the beginning of this Agreement , or at
such other address as either party may hereafter notify the other in writing as aforementioned.
Service of any such notice or other communications so made shall be deemed effective on the
day of actual delivery (whether accepted or refused) as evidenced by confirmed answerback if by
facsimile (provided that if any notice or other communication to be delivered by facsimile is
unable to be transmitted because of a problem affecting the receiving parry's facsimile machine,
the deadline for receiving such notice or other communication shall be extended through the next
business day), as shown by the addressee's return receipt if by certified mail, and as confirmed
by the courier service if by courier; provided, however, that if such actual delivery occurs after
5:00 p.m. (local time where received) or on a non business day, then such notice or demand so
made shall be deemed effective on the first business day following the day of actual delivery.
No communications via electronic mail shall be effective to give any notice, request, direction,
demand, consent, waiver, approval or other communications hereunder.
(f) Brokers. Each party hereto hereby represents and warrants to the other
that it has dealt with no broker or finder in connection with this transaction. Each party hereto
agrees to indemnify, defend and hold harmless the other party from and against any and all
losses, liens, claims, judgments, liabilities, costs, expenses or damages (including reasonable
attorneys' fees and court costs) of any kind or character arising out of or resulting from any
agreement, arrangement or understanding alleged to have been made by such party or on its
behalf with any broker or finder in connection with this Agreement or the transaction
contemplated hereby. The foregoing indemnity shall survive the Closing or the termination of
this Agreement and shall not be limited by any provision of this Agreement.
(g) Legal Fees. If either City or SJR brings any action or suit against the other
for any matter relating to or arising out of this Agreement, or if either party appears in any
bankruptcy proceeding relating to the other party, then the prevailing party in such action, suit or
proceeding, whether by final judgment or out of court settlement, shall be entitled to recover
from the other party all costs and expenses of suit, including actual attorneys' fees. Any
judgment or order entered in any final judgment shall contain a specific provision providing for
the recovery of all costs and expenses of suit, including actual attomeys' fees incurred in
enforcing, perfecting and executing such judgment. For the purposes of this Section 19(g), such
costs and expenses shall include, but not be limited to, in-house and outside attorneys' fees, costs
and expenses incurred in the following: (i) post judgment motions; (ii) contempt proceedings;
(iii) garnishment, levy, and debtor and third party examinations; (iv) discovery; (v) bankruptcy
proceedings and appearances; and (vi) appeals.
856634.10 17
(h) Assignment. Neither party may assign, transfer or convey its rights under
this Agreement without the consent of the other party, which may be granted or withheld in its
sole and absolute discretion. With respect to any assignment, transfer or conveyance permitted
pursuant to this Section 19(h), the assignor shall provide the other party with an executed copy of
an agreement between the assignor and any such assignee whereby such assignee assumes and
agrees to perform the assignor's obligations hereunder with respect to transferring and/or
obtaining title to the SJR Property/City Property, as applicable, at least five (5) business days
before the Closing. No such permitted assignment, transfer or conveyance shall release City or
SJR from their obligations hereunder. Any assignment, transfer or conveyance in violation of
this Section 19(h) shall be null and void but shall nonetheless constitute a default/breach by the
party attempting to complete any such prohibited assignment, transfer or conveyance.
(i) Survival. Except as expressly provided herein to the contrary, none of the
covenants, representations, warranties, releases, waivers and indemnities set forth in this
Agreement shall survive the Closing or the earlier termination of this Agreement.
(j) Cooperation. City and SJR agree to execute such instruments and
documents and to diligently undertake such actions as may be reasonably required in order to
consummate the Closing and shall use commercially reasonable efforts to accomplish the
Closing in accordance with the provisions hereof.
(k) Computation of Time Periods. If the Closing or any other date or time
period provided for in this Agreement is or ends on a Saturday, Sunday, or federal, state or legal
holiday, then such date shall automatically be extended until 5:00 p.m., Pacific Time on the next
day that is not a Saturday, Sunday, or federal, state or legal holiday.
(1) Counterparts: Facsimile Signatures. This Agreement may be executed in
multiple counterparts, each of which shall be deemed an original, but all of which, together, shall
constitute but one and the same instrument. A facsimile signature shall be deemed an original
signature.
(m) Captions. Any captions to, or headings of, the sections or subsections of
this Agreement are solely for the convenience of the parties hereto, are not a part of this
Agreement, and shall not be used for the interpretation or determination of the validity of this
Agreement or any provision hereof.
(n) No Obligations to Third Parties. The execution and delivery of this
Agreement shall not be deemed to confer any rights upon, nor obligate any of the parties to this
Agreement to, any person or entity other than the parties hereto.
(o) Exhibits. The exhibits attached hereto are incorporated herein by this
reference for all purposes.
(p) Amendment to this Agreement. The terms of this Agreement may not be
modified or amended except by an instrument in writing executed by each of the parties hereto.
856634.10 18
(q) Waiver. The waiver or failure to enforce any provision of this Agreement
shall not operate as a waiver of any future breach of any such provision or any other provision
hereof.
(r) Annlicable Law. This Agreement shall be governed by and construed in
accordance with the local law of the State of California.
(s) Successors and Assigns. This Agreement shall be binding upon and shall
inure to the benefit of the permitted successors and assigns of the parties hereto.
(t) Construction. The parties hereto hereby acknowledge and agree that
(i) each party hereto is of equal bargaining strength; (ii) each party has actively participated in
the drafting, preparation and negotiation of this Agreement; (iii) this Agreement has been heavily
negotiated and represents an arm's length transaction and the culmination of several months of
drafting and negotiation; (iv) each party has consulted with such party's own independent
counsel and such other professional advisors as such party has deemed appropriate, relating to
any and all matters contemplated under this Agreement; (v) each party and such party's counsel
and advisors have reviewed this Agreement; (vi) each party has agreed to enter into this
Agreement following such review and the rendering of such advice; and (vii) any rule of
construction to the effect that ambiguities are to be resolved against the drafting parties shall not
apply in the interpretation of this Agreement, or any portions hereof, or any amendments hereto.
(u) Exchange. Notwithstanding anything to the contrary contained herein,
either party may elect to seek to structure its purchase or sale, as applicable, of the SJR
Property/City Property, as applicable, as a tax -deferred exchange (an "Exchange"), subject to
the limitations set forth in this Section 19(u). Each party shall reasonably cooperate with the
other, at no material cost to such cooperating party, in connection with the same, including
executing and delivering a consent of an assignment to a qualified exchange intermediary of
rights (but not obligations) under this Agreement; provided that (a) neither party shall be
required to incur any additional liabilities or financial obligations as a consequence of such
cooperation, (b) neither party shall not be relieved of its obligations, representations or
warranties under this Agreement, and (c) any attempt to structure an acquisition or sale of the
SJR Property/City Property, as applicable, as a Exchange shall not be a condition to, and shall
not delay or extend, the Closing. Additionally, in connection with any Exchange, neither party
shall be required to acquire title to any other property. Any risk that such an exchange or
conveyance might not qualify as a tax -deferred transaction shall also be borne solely by the party
seeking to effectuate the same, and each party acknowledges that the other has not provided, and
will not provide, any tax, accounting, legal or other advice regarding the efficacy of any attempt
to structure the transaction as a Exchange. Each party agrees to save, protect, defend, indemnify
and hold the other harmless from any and all losses, costs, claims, liabilities, penalties, and
expenses, including reasonable attorneys' fees, fees of accountants and other experts, and costs
of any judicial or administrative proceeding or alternative dispute resolution to which the other
may be exposed, due to any attempt to structure the transaction as a Exchange.
(v) Post Closing Obligation re Desert Snrings Commercial Center. SJR
agrees that it will (A) not process applications with City (in its capacity as a governmental
agency and not in its capacity as the owner of the SJR Property) necessary to facilitate the
856634.10 19
development of the Ralph's Remainder Parcel until the earlier to occur of the following:
(i) thirty-six months (36) months following the Closing or (ii) City (in its capacity as the owner
of the SJR Property and not in its capacity as a governmental agency) obtaining approvals and/or
waivers from the tenants under the leases affecting the Desert Springs Commercial Center and/or
the declarant under the CC&R's with respect to the proposed development of the SJR Property
by City or its assignee; (B) keep the Ralph's Remainder Parcel landscaped until such time as the
Ralph's Remainder Parcel is developed; and (C) use the Ralph's Remainder Parcel in connection
with the expansion of the grocery store adjacent thereto or such other use as is compatible (in
use, design and architecture) with the development, or proposed development, of the SJR
Property, as reasonably approved by City (in its capacity as the owner of the SJR Property and
not in its capacity as a governmental agency) or any successor owner of the SJR Property
(collectively, the "Covenant"). The Covenant shall not survive the termination of this
Agreement prior to the Closing, but shall run with the Desert Springs Commercial Center
pursuant to the Memorandum. Upon termination of the Covenant in accordance with the terms
hereof, City shall execute such documents as may be reasonably required by the then -owner of
the Desert Springs Commercial Center to remove the Memorandum from title thereto. SJR (in
its capacity as the declarant under the CC&R's and otherwise) further agrees to cooperate (at no
cost or expense to SJR) with City (or its assignee) in connection with, and otherwise to not
unreasonably oppose, the proposed development of the SJR Property.
[This Space Intentionally Left Blank; Signatures on the Next Page]
856634.10 20
IN WITNESS WHEREOF, the parties hereto have executed this Exchange Agreement
and Joint Escrow Instructions as of the Execution Date.
CITY: CITY OF PALM DESERT, a California municipal
corporation
By:
Name:
Its:
ATTEST:
City Clerk
APPROVED AS TO FORM:
City Attorney
SJR: SANDERSON J. RAY - DESERT SPRINGS PARTNERS,
L.P., a Texas limited partnership
By: Sanderson J. Ray DSP, a California general`
partnership, General Partner
By:
Ja s Walker Ray, as Trus
W. ; ay Family Trust U
19' ',, General P
By:
By:
856634.10 21
the James
mber 17,
on, Jr., General Partner
ACCEPTANCE BY ESCROW HOLDER
First American Title Insurance Company, a California corporation, hereby acknowledges
that it has received a fully executed copy of the foregoing Exchange Agreement and Joint
Escrow Instructions by and between SJR, a Texas limited partnership, and City, a California
municipal corporation, and agrees to act as Escrow Holder thereunder and to be bound by and
strictly perform the terms thereof as such terms apply to Escrow Holder.
Dated: , 2006
FIRST AMERICAN TITLE INSURANCE COMPANY
By:
Name:
Its:
856634.10 22
EXHIBIT A
LEGAL DESCRIPTION OF CITY PROPERTY
PARCEL 1:
THE EAST HALF OF THE SOUTHEAST QUARTER OF THE SOUTHWEST QUARTER OF
THE SOUTHWEST QUARTER OF SECTION 4, TOWNSHIP 5 SOUTH, RANGE 6 EAST,
SAN BERNARDINO BASE AND MERIDIAN, ACCORDING TO THE OFFICIAL PLAT
THEREOF APPROVED BY THE SURVEYOR GENERAL, JULY 15, 1856.
EXCEPT THEREFROM THE SOUTHERLY 44 FEET AS CONVEYED TO THE COUNTY
OF RIVERSIDE BY DEED RECORDED MARCH 31, 1958 AS INSTRUMENT NO. 23183,
OFFICIAL RECORDS.
PARCEL 2:
THE WEST HALF OF THE SOUTHWEST QUARTER OF THE SOUTHEAST QUARTER
OF THE SOUTHWEST QUARTER OF SECTION 4, TOWNSHIP 5 SOUTH, RANGE 6
EAST, SAN BERNARDINO BASE AND MERIDIAN, ACCORDING TO THE OFFICIAL
PLAT THEREOF APPROVED BY THE SURVEYOR GENERAL, JULY 15, 1856.
EXCEPT THEREFROM THE SOUTHERLY 44 FEET AS CONVEYED TO THE COUNTY
OF RIVERSIDE BY DEED RECORDED MAY 20, 1958 IN BOOK 2273, PAGE 480,
OFFICIAL RECORDS.
856634.10
A-1
EXHIBIT B
LEGAL DESCRIPTION OF SJR PROPERTY
PARCELS 1 THROUGH 6, INCLUSIVE, AND 16 THROUGH 19, INCLUSIVE, AS SHOWN
BY PARCEL MAP 24700, ON FILE IN BOOK 183 PAGES 38 THROUGH 42, OF PARCEL
MAPS, RECORDS OF RIVERSIDE COUNTY, CALIFORNIA.
EXCLUDING THEREFROM THOSE PORTIONS OF PARCELS 1, 5, 6, 16 AND 19 SHOWN
ON EXHIBIT I ATTACHED TO THIS EXCHANGE AGREEMENT AND JOINT ESCROW
INSTRUCTIONS AS LYING BETWEEN THE LINE DESIGNATED "NEW PROPERTY
LINE" AND THE LINE DESIGNATED "EXISTING PROPERTY LINE."
856634.10
B-1
EXHIBIT C
CITY DEED
RECORDING REQUESTED BY:
First American Title Insurance Company
WHEN RECORDED MAIL TO AND
MAIL TAX STATEMENTS TO:
Sanderson J. Ray Desert Springs Partners, L.P.
2699 White Road, Suite 150
Irvine, California 92614
Attn: Mr. Michael Ray
APN:
[Space Above for Recorder's Use Only]
This Grant Deed is exempt from Recording Fees pursuant to California Government Code
Section 27383. The amount of Documentary Transfer Tax is shown on an accompanying
statement and is not for public record.
GRANT DEED
FOR VALUABLE CONSIDERATION, receipt of which is hereby acknowledged, the
CITY OF PALM DESERT, a California municipal corporation ("Grantor"), GRANTS to
SANDERSON J. RAY DESERT SPRINGS PARTNERS, L.P., a Texas limited partnership
("Grantee"), that certain real property located in the City of Palm Desert, County of Riverside,
State of California, more particularly described on Exhibit A attached hereto.
SUBJECT TO, general and special real property taxes and assessments and supplemental
assessments for the current fiscal year and all matters of record.
BY ACCEPTANCE HEREOF, Grantee covenants, for itself and its successors and
assigns, to refrain from restricting the sale, lease, sublease, transfer, use, occupancy, tenure or
enjoyment of the Project on the basis of race, color, creed, religion, ancestry, sex, marital status,
national origin or age of any person, nor shall Grantee 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 in the Project. All deeds,
leases or contracts entered into with respect to the Project shall contain or be subject to
substantially the following nondiscrimination/nonsegregation clauses:
856634.10 C_ 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,
national origin, sex, marital status, age 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, sublessees or vendees in the land herein conveyed.
The foregoing covenants shall run with the land."
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, and this lease is made and accepted upon and subject
to the following conditions: That there be no discrimination against or
segregation of any person or group of persons, on account of age, race, color,
creed, religion, sex, marital status, national origin, or ancestry, in the leasing,
subleasing, transferring, use or occupancy, tenure or enjoyment of the land herein
leased nor shall the lessee 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, sublessees, subtenants or vendees in the land
herein leased."
IN CONTRACTS: "There shall be no discrimination against or
segregation of, any person, or group of persons on account of race, color, creed,
religion, age, national origin, sex, marital status or ancestry in the sale, lease,
sublease, transfer, use, occupancy, tenure or enjoyment of the land, 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 reference to the selection, location, number, use or occupancy of tenants,
lessees, subtenants, sublessees or vendees of the land."
All covenants contained in this Grant Deed shall run with the land for the benefit of, and
shall only be enforceable by, Grantor and its successors and assigns, without regard to whether
Grantor is or remains an owner of any land or interest therein to which such covenants relate. In
the event of a breach of any covenant contained in this Grant Deed, Grantor shall have the right
to exercise any right or remedy available at law or in equity to enforce the curing of such breach.
[This Space Intentionally Left Blank; Signature on the Next Page]
856634.10 C-2
IN WITNESS WHEREOF, Grantor has executed this Grant Deed as of
2006.
GRANTOR: CITY OF PALM DESERT, a California municipal
corporation
By:
Name:
Its:
ATTEST:
City Clerk
856634.10
C-3
EXHIBIT A
TO CITY DEED
CITY PROPERTY LEGAL DESCRIPTION
PARCEL 1:
THE EAST HALF OF THE SOUTHEAST QUARTER OF THE SOUTHWEST QUARTER OF
THE SOUTHWEST QUARTER OF SECTION 4, TOWNSHIP 5 SOUTH, RANGE 6 EAST,
SAN BERNARDINO BASE AND MERIDIAN, ACCORDING TO THE OFFICIAL PLAT
THEREOF APPROVED BY THE SURVEYOR GENERAL, JULY 15, 1856.
EXCEPT THEREFROM THE SOUTHERLY 44 FEET AS CONVEYED TO THE COUNTY
OF RIVERSIDE BY DEED RECORDED MARCH 31, 1958 AS INSTRUMENT NO. 23183,
OFFICIAL RECORDS.
PARCEL 2:
THE WEST HALF OF THE SOUTHWEST QUARTER OF THE SOUTHEAST QUARTER
OF THE SOUTHWEST QUARTER OF SECTION 4, TOWNSHIP 5 SOUTH, RANGE 6
EAST, SAN BERNARDINO BASE AND MERIDIAN, ACCORDING TO THE OFFICIAL
PLAT THEREOF APPROVED BY THE SURVEYOR GENERAL, JULY 15, 1856.
EXCEPT THEREFROM THE SOUTHERLY 44 FEET AS CONVEYED TO THE COUNTY
OF RIVERSIDE BY DEED RECORDED MAY 20, 1958 IN BOOK 2273, PAGE 480,
OFFICIAL RECORDS.
856634.10
C-4
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE
)
) ss.
On , , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
(SEAL)
STATE OF CALIFORNIA
) ss.
COUNTY OF RIVERSIDE
Notary Public in and for the State of California
On , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
(SEAL)
856634.10
Notary Public in and for the State of California
C-5
EXHIBIT D
CITY FIRPTA CERTIFICATE
CERTIFICATE OF NON -FOREIGN STATUS
Section 1445 of the Internal Revenue Code provides that a transferee (buyer) of a U.S.
real property interest must withhold tax if the transferor (seller) is a foreign person. To inform
the transferee (buyer) that withholding of tax is not required upon the disposition of a U.S. real
property interest by the City of Palm Desert, a California municipal corporation ("Seller"), the
undersigned hereby certifies the following on behalf of Seller:
1. Seller is not a foreign corporation, foreign partnership, foreign trust, or foreign estate
(as those terms are defined in the Internal Revenue Code and Income Tax Regulations).
2. Seller's U. S. employer identification number is
3. Seller's office address is:
73510 Fred Waring Drive
Palm Desert, CA 92260
4. Seller understands that this certification may be disclosed to the Internal Revenue
Service by the transferee (buyer) and that any false statement contained herein could be punished by
fine, imprisonment or both.
Under penalties of perjury, the undersigned declares that he has examined this
certification and to the best of his knowledge and belief it is true, correct and complete, and he
further declares that he has the authority to sign this document on behalf of Seller.
Executed as of , 2006, at Palm Desert, California.
SELLER: CITY OF PALM DESERT, a California municipal
corporation
By:
Name:
Its:
ATTEST:
City Clerk
856634.10 D-1
EXHIBIT E
SJR DEED
RECORDING REQUESTED BY:
First American Title Insurance Company
WHEN RECORDED MAIL TO AND
MAIL TAX STATEMENTS TO:
City of Palm Desert
73510 Fred Waring Drive
Palm Desert, CA 92260
Attention: City Clerk
APN:
[Space Above for Recorder's Use Only]
This Grant Deed is exempt from Recording Fees pursuant to California Government Code
Section 27383 and exempt from Documentary Transfer Tax pursuant to California Revenue and
Taxation Code Section 11922.
GRANT DEED
FOR VALUABLE CONSIDERATION, receipt of which is hereby acknowledged,
SANDERSON J. RAY DESERT SPRINGS PARTNERS, L.P., a Texas limited partnership,
GRANTS to the CITY OF PALM DESERT, a California municipal corporation, that certain real
property located in the City of Palm Desert, County of Riverside, State of California, more
particularly described on Exhibit A attached hereto.
SUBJECT TO, general and special real property taxes and assessments and supplemental
assessments for the current fiscal year and all matters of record.
[This Space Intentionally Left Blank; Signature on the Next Page]
856634.10 E-1
IN WITNESS WHEREOF, the undersigned has executed this Grant Deed as of
, 2006.
856634.10
SANDERSON J. RAY - DESERT SPRINGS PARTNERS,
L.P., a Texas limited partnership
By: Sanderson J. Ray DSP, a California general
partnership, General Partner
By:
By:
By:
E-2
James Walker Ray, as Trustee of the James
W. Ray Family Trust U/T/D September 17,
1998, General Partner
Michael D. Ray, General Partner
Chase O. Sanderson, Jr., General Partner
856634.10
EXHIBIT A
TO SJR DEED
LEGAL DESCRIPTION
E-3
STATE OF CALIFORNIA
) ss.
COUNTY OF
On , , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
(SEAL)
STATE OF CALIFORNIA
) ss.
COUNTY OF
Notary Public in and for the State of California
On , , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
Notary Public in and for the State of California
(SEAL)
856634.10 E-4
CERTIFICATE OF ACCEPTANCE
(California Government Code Section 27281)
This is to certify that the interest in real property conveyed by that certain Grant Deed
dated , 2006, from Sanderson J. Ray Desert Springs Partners, L.P., a Texas
limited partnership, to the City Of Palm Desert, a California municipal corporation, is accepted
pursuant to the authority conferred by Resolution No. , adopted on
, and the grantee consents to the recordation thereof by its duly authorized officer.
Dated as of: , 2006.
STATE OF CALIFORNIA
) ss.
COUNTY OF RIVERSIDE
City Manager
On , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
(SEAL)
856634.10
Notary Public in and for the State of California
E-5
EXHIBIT F
SJR FIRPTA CERTIFICATE
CERTIFICATE OF NON -FOREIGN STATUS
Section 1445 of the Internal Revenue Code provides that a transferee (buyer) of a U.S.
real property interest must withhold tax if the transferor (seller) is a foreign person. To inform
the transferee (buyer) that withholding of tax is not required upon the disposition of a U.S. real
property interest by Sanderson J. Ray Desert Springs Partners, L.P., a Texas limited partnership
("Seller"), the undersigned hereby certifies the following on behalf of Seller:
5. Seller is not a foreign corporation, foreign partnership, foreign trust, or foreign estate
(as those terms are defined in the Internal Revenue Code and Income Tax Regulations).
6. Seller's U. S. employer identification number is
7. Seller's office address is:
2699 White Road, Suite 150
Irvine, California 92614
8. Seller understands that this certification may be disclosed to the Internal Revenue
Service by the transferee (buyer) and that any false statement contained herein could be punished by
fine, imprisonment or both.
Under penalties of perjury, the undersigned declares that he has examined this
certification and to the best of his knowledge and belief it is true, correct and complete, and he
further declares that he has the authority to sign this document on behalf of Seller.
Executed as of
, 2006, at , California.
SELLER: SANDERSON J. RAY - DESERT SPRINGS PARTNERS,
L.P., a Texas limited partnership
By: Sanderson J. Ray DSP, a California general
partnership, General Partner
By:
James Walker Ray, as Trustee of the James
W. Ray Family Trust U/T/D September 17,
1998, General Partner
856634.10 F-1
856634.10
By:
By:
F-2
Michael D. Ray, General Partner
Chase O. Sanderson, Jr., General Partner
EXHIBIT G
SPECIFICALLY APPROVED EXCEPTIONS TO TITLE OF THE SIR PROPERTY
1. That Declaration of Covenants, Servitudes, Conditions, Restrictions and Easements dated
as of June 24, 1994, recorded August 16, 1994, as Instrument No. 319834 in the Official Records
of Riverside County, California.
2. *The Declaration of Use Restrictions dated , 2006, recorded
, 2006, as Instrument No. in the Official Records of Riverside
County, California.
The form of such Declaration of Use Restrictions is attached to this Exchange Agreement and Joint Escrow
Instructions as Exhibit K.
856634.10
G-1
856634.10
EXHIBIT H
DEVELOPMENT AGREEMENT,
H-1
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
City of Palm Desert
73510 Fred Waring Drive
Palm Desert, CA 92260
Attention: City Clerk
NO RECORDING FEE — PUBLIC AGENCY (T,c,. §61p3
(Space Above For Recorder's Use)
DEVELOPMENT AGREEMENT
by and between
THE CITY OF PALM DESERT
and
SANDERSON J. RAY — DESERT SPRINGS PARTNERS, L.P.,
a Texas limited partnership
2006
DOC S OC/ 1131045 v 15 /024656-0002
DEVELOPMENT AGREEMENT
This DEVELOPMENT AGREEMENT ("Agreement") is made and entered into this
day of , 2005 by and between the CITY OF PALM DESERT, a municipal corporation
duly organized and existing under the constitution and laws of the State of California ("City"), and
SANDERSON J. RAY — DESERT SPRINGS PARTNERS, L.P., a Texas limited partnership
("Developer"), pursuant to the authority set forth in Article 2.5 of Chapter 4 of Division 1 of Title 7
a65.864 through 65869 5)_ _of the _. California_ Government Code (the "Development Agreement
Act").
RECITALS:
A. The Developer has entered into the Exchange Agreement pursuant to which it will
acquire certain property, in the City of Palm Desert consisting of approximately 9.3 acres, described
in Exhibit A attached hereto and incorporated herein by reference ("Property"). The Developer
proposes to construct on the Property a residential project consisting of approximately twelve (12)
residential units per gross acre (the "Project") as generally illustrated on the Site Plan attached hereto
as Exhibit B and incorporated herein by reference.
B. The Property is adjacent to the Desert Willow Golf Course (the "Golf Course")
owned by the City.
C. The City recognizes that construction and development of the Project will
complement nearby development and generate significant economic benefits to the City, which will
provide new revenue which will offset incremental City costs associated with the Project.
D. In order to provide certainty and render development of the Project more feasible in
light of the large amount of capital investment necessary to implement the Project and the planning
horizon necessary to coordinate a development of such scope and complexity, Developer requires
assurance from the City with respect to the Project that governmental entitlements shall, to the extent
specified herein, not be changed or supplemented with inconsistent burdens and exactions; and
E. •By entering into this Agreement, the City is encouraging the development of the
Project as set forth in this Agreement in accordance with the goals and objectives of the City while
reserving to the City the legislative powers necessary to remain responsible and accountable to its
residents; and
F. For the foregoing reasons, the Parties desire to enter into a development agreement
for the Project pursuant to Government Code Section 65864 et seq. upon the terms set forth herein.
DOC S CC/1131045 v 15/024656-0002
AGREEMENT:
NOW, THEREFORE, pursuant to the authority contained in the Development Agreement
Act, as it applies to the City, and in consideration of the premises and mutual promises and covenants
herein contained and other valuable consideration the receipt and adequacy of which the Parties
hereby acknowledge, the Parties hereto agree as follows:
1, DEFINITIONS.
For all purposes of this Agreement, except as otherwise expressly provided or unless the
context otherwise requires:
"Access Gate" is defined in Section 3.2.8.
"Agreement" means this Development Agreement, including all exhibits attached hereto and
all amendments and modifications hereto.
"Applicable Development Impact Fees" is defined in Section 3.2.6.
"Applicable Improvements" is defined in Section 3.2.6.
"City Operator" means the City and any person or entity with whom the City contracts to
manage and operate the Golf Course.
"Applicable Rules" means this Agreement, the Entitlements, the Applicable Land Use
Regulations and the Development Impact Fees.
"Applicable Land Use Regulations" are the rules, regulations, ordinances and officially
adopted plans and policies of the City contained in the PDMC which are applicable to the Property,
Project and/or any action of the City and/or City Agency required in connection with either the
implementation of the Entitlements or Subsequent Development Approvals, whether Discretionary
Actions or Ministerial Permits and Approvals. A list of the Applicable Land Use Regulations is
attached hereto as Exhibit C and incorporated herein by reference.
"Applicable Processing Fees and Charges" means all processing fees and charges required
by the City, applied uniformly to all new construction, including, but not limited to, fees for land use
applications, project permits, building applications, building permits, grading permits, encroachment
permits, tract or parcel maps, lot line adjustments, air right lots, street vacations, certificates of
occupancy and other similar permits. Processing Fees and Charges shall not include Development
Impact Fees.
"CEQA" means the California Environmental Quality Act ("CEQA") (Cal. Public Resources
Code, Sections 21000 et seq.) and the State CEQA Guidelines (Cal. Code Regs., Title 14,
Sections 15000 et seq.).
"CEQA Compliance Documents" mean an EIR, Negative Declaration, mitigated negative
declaration or such other action taken by the City in compliance with CEQA and certified by the City
in accordance with CEQA.
"City" means the City of Palm Desert, a municipal corporation of the State of California.
2
DOC SOC/1131045 v 15/024656-0002
"City Agency" means each and every agency, department, board, commission, authority,
employee, and/or official acting under the authority of the City, including without limitation the City
Council and the Planning Commission.
"City Attorney" means the City Attorney of the City.
"City Council" means the City Council of the City which is the legislative body of the City
pursuant to Section 65867 of the California Government Code.
"City Manager" means the chief administrative officer of the City.
"Conditions of Approval" means the conditions of approval imposed by the City in
connection with the Entitlements and/or Subsequent Development Approvals.
"CPI" means the annual Consumer Price Index -Urban for the Los Angeles -Orange -Riverside
County Average, Subgroup "All Items", (1982-1984 = 100), as established by the Bureau of Labor
Statistics of the U.S. Department of Labor for the applicable calendar year.
"Default" means a default by the Developer of the provisions of Section 3.1 or a default by
the City of the provisions of Sections 3.2 and 3.5 that remain uncured after Notice and opportunity to
cure pursuant to the terms of Section 4.
"Developer" means Sanderson J. Ray — Desert Springs Partners, L.P., a Texas limited
partnership, and nominees, successors and assigns.
"Development Agreement Act" means Article 2.5 of Chapter 4 of Division I of Title 7
(Sections 65864 through 65869.5) of the California Government Code.
"Development Impact Fees" means impact fees, linkage fees, exactions, or fair share
charges or other similar impact fees or charges (whether collected as a condition to issuance of
demolition, grading and/or building permits, or otherwise and whether or not denominated as such
"Development Impact Fees") imposed by the City on and in connection with new development. If at
any time following the Effective Date it becomes legal for any of the foregoing fees or charges to be
collected with property taxes, then any such amounts collectible in such manner shall constitute
Development Impact Fees hereunder. Development Impact Fees do not include (a) Processing Fees
and Charges or (b) impact fees, linkage fees, exactions, assessments or fair share charges or other
similar fees or charges imposed by other governmental entities and which the City is required to
collect or assess pursuant to applicable law (e.g., school district impact fees pursuant to Government
Code Section 65995).
"Discretionary Action" means an action proposed by Developer which requires the exercise
of judgment, deliberation or a decision on the part of the City and/or any City Agency in the process
of approving or disapproving a particular activity, as distinguished from an activity such as the
issuance of Ministerial Permits and Approvals, which merely requires the City and/or any City
Agency to determine whether there has been compliance with applicable statutes, ordinances and/or
regulations.
"Effective Date" means the date on which the City' s ordinance approving this Agreement
becomes effective.
3
DOCS OC/ 1131045 v 15/024656-0002
"Entitlements" is defined in Section 2.2. Any subsequent amendment to the Entitlements
that is requested by Developer and approved by the City shall automatically be incorporated into this
Agreement as a part of the Entitlements without further action by the parties hereto.
"Exchange Agreement" means the exchange agreement between City and Developer
pursuant to which, among other things, the City will convey the Property to Developer.
_Golf Course" means the Desert Willow Golf Course owned by the City and located
immediately adjacent to the Property as shown on the Site Plan.
"Golf Course Pro Shop" means the facility located at the Golf Course designated as the
"Pro Shop".
"Golf Course Shuttle Station(s)" is defined in Section 3.2.9.
"General Plan" means the General Plan of the City.
"Litigation" means any lawsuit (including any cross -action) filed against the City and/or
Developer to the extent such lawsuit challenges the validity, implementation or enforcement of this
Agreement.
"Ministerial Permits and Approvals" means the permits, approvals, plans, inspections,
certificates, documents, licenses, and all other actions required to be taken by the City which merely
require the City and/or any City Agency to determine whether there has been compliance with
applicable statutes, ordinances and/or regulations, including without limitation, building permits,
public works permits, grading permits, encroachment permits and other similar permits and
approvals which are required by the Applicable Rules to implement the Project, the Mitigation
Measures, and the Conditions of Approval. Ministerial Permits and Approvals shall not include any
Discretionary Actions.
"Mitigation Measures" means the mitigation measures described in the CEQA Compliance
Documents for each potential impact of the Project, if any.
"Membership Fee" is defined in Section 3.2.9.
"Mezzanine Lender" means a lender who provides funds for the construction of the Project,
or parts thereof, and takes a security interest in an asset other than the Property or Project (e.g., a
security interest in the Developer' s ownership of the Property or Project).
"Mortgage" means any mortgage, deed of trust, pledge, encumbrance, sale leaseback, or
other security interest with respect to the Property and/or Project and/or the Developer and/or
interests of the Developer in the Property and or Project and/or this Agreement, granted to a lender
not affiliated with Developer, made in good faith and for fair value, encumbering all or any part of
the Property and/or Project or Developer's interest in the Property and/or Project and/or this
Agreement, given by Developer for the purpose of obtaining construction financing of the Project, or
any portion thereof.
"Mortgaged Parcel" is defined in Section 5.1.
4
DOCSOC/1131045v 15/024656-0002
"Mortgagee(s)" means (i) any institutional lender that is a mortgagee or beneficiary under a
deed of trust, (ii) a Mezzanine lender and/or (iii) any person or entity acquiring fee title under a first
or second mortgage who has delivered a Mortgagee Notice to the City or any transferee of the above.
"Mortgagee Notice" is defined in Section 5.2.
"Notice" is defined in Section 4.1.2.
"Parties" means collectively Developer and the City.
"Party" means any one of Developer or the City.
"PDMC" means the Palm Desert Municipal Code.
"Periodic Review" means the semi-annual review process as described in Section 4 of this
Agreement, and Section 25.37.070 of the Palm Desert Municipal Code, as the same may be amended
from time to time.
"Plaintiff" means any party seeking relief or compensation through Litigation whether as
plaintiff, petitioner, cross -complainant or otherwise.
"Planning Commission" means the Planning Commission of the City and the planning
agency of the City pursuant to Section 65867 of the California Government Code.
"Project" means the Entitlements for and development of twelve (12) residential dwelling
units per gross acre in accordance with the Applicable Rules.
"Property" is legally described in Exhibit A.
"Redevelopment Plan" means the redevelopment plan for the Project Area Number 2
approved and adopted by the City Council of the City by Ordinance No. 509 on July 15, 1987.
"Residential Units" means the residential units to be constructed on the Property.
"Residents" means any persons residing at the Residential Units to be constructed on the
Property.
"Shuttle Service" is defined in Section 3.2.9.
"Reserved Powers" means the rights and authority excepted from this Agreement's
restrictions on the City's police powers and which are instead reserved to the City. The Reserved
Powers include the power to enact and implement rules, regulations, ordinances and policies after the
Effective Date that are not in conflict with the Applicable Rules or that may be in conflict with the
Applicable Rules, but: (a) prevent or remedy conditions which the City has found to be injurious or
detrimental to the public health and/or safety; (b) are Uniform Codes; (c) are necessary to comply
with state and federal laws, rules and regulations (whether enacted previous or subsequent to the
Effective Date) or to comply with a court order or judgment of a state or federal court; (d) relate to
Processing Fees or Charges imposed and/or increased after the Effective Date; or (e) are agreed to or
consented to by Developer.
5
DOCSOC/ 1131045v 15/024656-0002
"Subsequent Development Approvals" means those certain actions taken by the City after
the Effective Date, whether Discretionary Actions or Ministerial Permits and Approvals, in
connection with the implementation of the Entitlements or modification of the Entitlements.
"Term" means the applicable period of time during which this Agreement shall be in effect
and shall bind the City and Developer, as described in Section 6.2.
"Uniform codes" means those building, electrical, mechanical, fire and other similar
regulations of a City-wide scope which are based on recommendations of a multi -state professional
organization and become applicable throughout the City, such as, but not limited to, the Uniform
Building Code, the Uniform Electrical Code, the Uniform Mechanical Code, or the Uniform Fire
Code (including those amendments to the promulgated uniform codes which reflect local
modification to implement the published recommendations of the multi -state organization and which
are applicable City-wide).
2. RECITALS OF PREMISES, PURPOSE AND INTENT.
2.1 State Enabling Statute. To strengthen the public planning process, encourage private
participation in comprehensive planning and reduce the economic risk of development, the
Legislature of the State of California adopted the Development Agreement Act, which authorizes any
city to enter into binding development agreements establishing certain development rights in real
property with persons having legal or equitable interests in such property. California Gov't Code
§ 65864 expressly provides as follows:
"The Legislature finds and declares that:
"(a) The lack of certainty in the approval of development projects can
result in a waste of resources, escalate the cost of housing and other
development to the consumer, and discourage investment in and a
commitment to comprehensive planning which would make
maximum efficient utilization of resources at the least economic cost
to the public.
"(b) Assurance to the applicant for a development project that upon
approval of the project, the applicant may proceed with the project in
accordance with existing policies, rules and regulations, and subject
to conditions of approval, will strengthen the public planning process,
encourage private participation in comprehensive planning, and
reduce the economic costs of development."
Notwithstanding the foregoing, to ensure that the City remains responsive and accountable to
its residents while pursuing the benefits of development agreements contemplated by the Legislature,
the City: (i) accepts restraints on its police powers contained in development agreements only to the
extent and for the duration required to achieve the mutual objectives of the Parties; and (ii) to offset
such restraints, seeks public benefits which go beyond those obtained by traditional City controls and
conditions imposed on development project applications.
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2.2 City Procedures and Actions.
2.2.1 Planning Commission Action. On , as required by California Gov't
Code § 65867, the Planning Commission held a duly noticed public hearing to take public testimony
and consider its recommendation to the City Council regarding the approval, adoption or
certification, as applicable, of the CEQA Compliance Documents, this Agreement and the
Entitlements, which consist of the following land use applications, each of which is hereby
incorporated herein by this reference'
{TO BE INSERTED}
(the "Entitlements"). After accepting and considering all evidence and testimony, both written and
oral, the Planning Commission found and determined that: (a) this Agreement and the Entitlements
are within the scope of the CEQA Compliance Documents and was contemplated therein as part of
the Project; (b) this Agreement and the Entitlements are consistent with the General Plan; (c) this
Agreement and the Entitlements are compatible with the orderly development of property in the
surrounding area; (d) this Agreement and the Entitlements will have an overall positive impact on the
health, safety and welfare of the residents of and visitors to the City; (e) this Agreement constitutes a
lawful, present exercise of the City's police power and authority under the Development Agreement
Act; (f) this Agreement will be entered into pursuant to and in compliance with the requirements of
California Gov't Code § 65867; and (g) the CEQA Compliance Documents were prepared in
conformance with CEQA. Based on these findings and determinations, the Planning Commission
approved a motion recommending to the City Council the approval of the Agreement and the
Entitlements.
2.2.2 City Council Action. On , the City held a duly noticed public
hearing to consider the CEQA Compliance Documents, this Agreement and the Entitlements. On
, after considering all testimony and evidence, both written and oral the City found and
determined that the CEQA Compliance Documents complied with all requirements of 'CEQA and
certified or approved, as applicable, the CEQA Compliance Documents for the Project and made the
findings required by CEQA for the approval of the Project. On , after considering
all testimony and evidence, both written and oral, the City Council found and determined that
(a) this Agreement and the Entitlements are within the scope of the CEQA Compliance Documents
and each were contemplated therein as part of the Project; (b) this Agreement and the Entitlements
are consistent with the General Plan; (c) this Agreement and the Entitlements are compatible with the
orderly development of property in the surrounding area; (d) the Agreement will have an overall
positive effect on the health, safety and welfare of the residents of and visitors to the City; (e) this
Agreement constitutes a lawful, present exercise of the City's police power and authority under the
Development Agreement Act; and (f) this Agreement is entered into pursuant to and in compliance
with its charter powers, the Municipal Code and the requirements of California Gov't Code § 65867.
The City Council therefore adopted Resolution No. , approving the Entitlements and
introduced Ordinance No. approving this Agreement. The City Council on
adopted Ordinance No. , to become effective thirty days after adoption and authorized the
execution hereof.
2.3 Purpose of this Agreement.
2.3.1 Developer Obiectives. In accordance with the legislative findings set forth in
the Development Agreement Act, and with full recognition of the City's policy of judicious restraints
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on its police powers, Developer wishes to obtain reasonable assurances that the Project may be
developed over a specified period of time in accordance with the Applicable Rules subject to the
City's Reserved Powers. In the absence of this Agreement, Developer would have no assurance that
it can complete the Project for the uses and to the density and intensity of development and with the
flexibility to adjust to market conditions as set forth in the Applicable Rules. This Agreement,
therefore, is necessary to assure Developer that the Project will not be (a) reduced in density,
intensity, development flexibility or use, or (b) subjected to Development Impact Fees or other
-regulatory requirements -not included in the.Applicable Rules. —_..- ------ - - ----
2.3.2 Mutual Obiectives. Development of the Project in accordance with this
Agreement will provide for the orderly development of the Project in accordance with the objectives
set forth in the General Plan. Moreover, a development agreement for the Project will eliminate
uncertainty in planning for and securing orderly development of the Project, assure attainment of
maximum efficient resource utilization within the City at the least economic cost to its citizens and
otherwise achieve the goals and purposes for which the Development Agreement Act was enacted.
The Parties believe that such orderly development of the Project will provide many public benefits to
the City through the imposition of development standards and requirements under the provisions and
conditions of this Agreement, including without limitation: increased tax revenues, installation of
on -site and off -site improvements and job creation. Additionally, although development of the
Project in accordance with this Agreement will restrain the City's land use or other relevant police
powers, the Agreement provides the City with sufficient reserved powers during the Term hereof to
remain responsible and accountable to its residents. In exchange for these and other benefits to the
City, Developer will receive assurance that the Project may be developed during the Term of this
Agreement in accordance with the Applicable Rules and subject to the Reserved Powers.
3. AGREEMENT AND ASSURANCES.
3.1 Agreement and Assurances on the Part of Developer. Subject to acquisition by
Developer pursuant to the Exchange Agreement, in consideration for the City entering into this
Agreement, and as an inducement for the City to obligate itself to carry out the covenants and
conditions set forth in this Agreement, although Developer is not obligated to construct the Project, if
it elects to construct the Project it will do so in conformity with, and subject to, the Entitlements, the
General Plan, the Applicable Rules, the Reserved Powers and the Redevelopment Plan.
3.2 Agreement and Assurances on the Part of the City. Subject to acquisition by
Developer pursuant to the Exchange Agreement, in consideration for Developer entering into this
Agreement, and as an inducement for Developer to obligate itself to carry out the covenants and
conditions set forth in Section 3.1 hereof, and in order to effectuate the purposes and intentions set
forth in Section 2 of this Agreement, the City hereby agrees during the Term as follows:
3.2.1 Vested Right to Develop.
3.2.1.1 Project Entitlement/Density. Developer is hereby granted the vested
right to develop the Project during the Term subject to the terms and conditions of the Applicable
Rules, and the Reserved Powers.
3.2.2 Special Taxes and Assessments. Developer shall have the right, to the extent
permitted by law, to protest, oppose and vote against any and all special taxes, assessments, levies,
charges and/or fees proposed or imposed with respect to any assessment districts, Mello -Roos or
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DOCSOC/ 1131045v 15/024656-0002
community facilities districts, maintenance districts or other similar districts applicable to the
Property or any portion thereof that are not in effect as of the Effective Date. This Section 3.2.2 shall
not apply to Applicable Processing Fees and Charges and Development Impact Fees.
3.2.3 Subsequent Development Approvals. The City shall not require Developer to
obtain any Subsequent Development Approvals that are not required by the Applicable Rules or the
Reserved Powers. City hereby agrees that it shall not unreasonably withhold or further condition its
approval_ oLany Discretionary_Aciions__relating_t4_ihdivision and/or Subsequent Development
Approvals or any portion thereof that is consistent with the Entitlements. The City shall appoint a
single staff member to be the point of contact to manage, control, coordinate and expedite all
Subsequent Development Approvals.
3.2.4 Moratoria. In the event an ordinance, resolution or other measure is enacted,
whether by action of the City, by initiative, or otherwise, which relates to the rate, amount, timing,
sequencing, or phasing of the development or construction of the Project on all or any part of the
Property or the implementation or construction of the Mitigation Measures, City agrees that, unless
required by applicable state law, such ordinance, resolution or other measure shall not apply to the
Project, Property or this Agreement unless such changes are adopted pursuant to the City's exercise
of its Reserved Powers or other applicable provision of this Agreement.
3.2.5 Timing of Development. The parties acknowledge that Developer cannot at
this time predict when or if the Property will be developed. Such decisions depend upon numerous
factors which are not within the control of Developer, such as market orientation and demand,
interest rates, absorption, completion and other similar factors. Because the California Supreme
Court held in Pardee Construction Co. v. City of Camarillo (1984) 37 Cal. 3d 465, that the failure of
the parties therein to provide for the timing of development resulted in a later adopted initiative
restricting the timing of development to prevail over such parties' agreement, it is the parties' intent
to cure that deficiency by acknowledging and providing that Developer shall have the right to
develop the Property at such rate and at such time as Developer deems appropriate' within the
exercise of its subjective business judgment.
3.2.6 Development Impact Fees. The City may impose only those Development
Impact Fees in force and effect as of the Effective Date and specified on Exhibit E attached hereto
and incorporated herein by this reference ("Applicable Development Impact Fees"). Applicable
Development Impact Fees may not be increased during the Term. The City finds that the cost of
certain improvements that are the subject matter of the Applicable Development Fees and are
identified in the Mitigation Measures and Conditions of Approval that are to be implemented in
connection with the Project ("Applicable Improvements") may exceed the amount of the Applicable
Development Impact Fees. The City, therefore, agrees that the actual cost of Developer's installation
of the Applicable Improvements constructed at Developer's expense shall be credited by the City
against the Applicable Development Impact Fees due with respect to the Applicable Improvements,
upon Developer's submission of documentation of such costs in a form satisfactory to the City's
Director of Public Works. To the extent Developer's actual costs of installing the Applicable
Improvements exceed the Applicable Development Impact Fees, Developer shall not be entitled to
any further refund or reimbursement from the City. To the extent Developer's actual costs of
installing the Applicable Improvements are less than the amount of Applicable Development Impact
Fees due from Developer in connection with the Project, Developer shall pay such fees when due.
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DOCS OC/1131045v 15/024656-0002
3.2.7 Representation and Warranty of City Regarding Conformity with the
Redevelopment Plan. City hereby represents and warrants that the Project is in conformity with the
Redevelopment Plan and that during the Term no amendment to the Redevelopment Plan shall be
applied to the Property that would render the Project not in conformity with the Redevelopment Plan.
3.2.8 Golf Course Fencing and Access Gate. Prior to the issuance of a Certificate
of Occupancy for the first Residential Unit constructed on the Property, the Developer will replace
andupgrade the appearance of the existing feucjbetween the Property. and. the Golf Course, located
generally on the property line between the Golf Course and the Property, as shown on the Site Plan.
The new fence will be designed to prevent unauthorized entry of persons from the Property to the
Golf Course while at the same time not materially interfering with views of the Golf Course from the
Residential Units. The new fence will accommodate one (1) mechanical access gate that is
controlled by the City and/or Golf Course personnel from the Golf Course and which allows for
scheduled, safe, and convenient Resident access between the Property and the Golf Course Shuttle
Station ("Access Gate"). The design of the Access Gate and new fence shall each be consistent with
Applicable Rules and approved by the City Manager or his designee, acting in his reasonable
discretion. The City Manager or his designee shall approve a proposed new fence designed in
substantial conformance with the illustration shown in Exhibit "B" attached hereto and incorporated
herein by reference.
3.2.9 Golf Course Shuttle Service and Golf Cart Shuttle Station. The City Operator
will enter into an agreement with the Developer (assignable to the Homeowner's Association;
pursuant to which a shuttle service to and from the Project and the Golf Course Pro Shop shall be
provided by the City Operator for the benefit of the Residents (the "Shuttle Service"). The City or its
operator may charge the Developer or the homeowners association, as applicable, an amount not to
exceed the actual and direct cost of such shuttle service. The Developer has the option to construct a
golf course shuttle station near the Access Gate on the Property. The golf cart shuttle station will
consist of a bench or benches, shade structure, and appropriate surrounding landscaping features (the
"Golf Cart Shuttle Station"). The ultimate design and location of the Golf Cart Shuttle Station shall
be subject to the approval, which shall not be unreasonably withheld, of the City Manager or his
designee. The Shuttle Service will operate between the Golf Course Pro Shop and the Golf Course
Shuttle Station and will be available on demand to Residents based on thirty (30) minutes prior
personal or telephonic notice during normal operating hours of the Golf Course. The golf cart
Shuttle Service will be evaluated six months from the time the Residential Units are eighty percent
(80%) occupied and annually thereafter to ensure that the Shuttle Service does not unduly disrupt
play. Should the Shuttle Service prove unduly disruptive, a door-to-door vehicle Shuttle Service
shall be provided by the City operator and shall be available on demand to Residents based on thirty
(30) minutes prior personal or telephonic notice during normal operating hours of the Golf Course.
3.2.10 Golf Course Players Club. Residents shall have the option to joint the Players
Club offered by the Desert Willows Golf Club, subject to the same terms, conditions and benefits of
membership then available to members of the Players Club, so long as the Desert Willows Golf Club,
in its sole discretion, continues to offer this amenity.
3.2.11 Release for Damage Related to Golf Course. THE DEVELOPER, FOR
ITSELF, AND ON BEHALF OF EACH OF ITS SUCCESSORS AND ASSIGNS AND
SUCCESSORS IN INTEREST TO ALL OR ANY PORTION OF THE PROPERTY, AND THEIR
RESPECTIVE FAMILY, GUESTS, TENANTS, INVITEES AND LICENSEES (COLLECTIVELY,
THE "OWNER PARTIES", AND INDIVIDUALLY AN "OWNER PARTY"), HEREBY AGREES
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DOC SOC/ 1131045 v 15/024656-0002
THAT UPON DEVELOPMENT OF THE. PROPERTY FOR RESIDENTIAL USES, THE OWNER
PARTIES WILL RELEASE AND DISCHARGE THE CITY, THE PALM DESERT
REDEVELOPMENT AGENCY, THE OPERATOR OF THE GOLF COURSE FACILITY, THE
OWNER OF THE GOLF COURSE FACILITY, THE GOLF COURSE ARCHITECT AND THEIR
RESPECTIVE MEMBERS, PRINCIPALS, EMPLOYEES, PARTNERS, OFFICERS,
DIRECTORS, SHAREHOLDERS, TRUSTEES, AGENTS, LESSEES, ASSIGNEES AND
SUCCESSORS (COLLECTIVELY THE "RELEASED PARTIES"), FROM AND AGAINST ALL
--CLAIM EXPENSES - DAMAncs (v 2'S_ONCJ •UpnvCT ATTORNEY FEES),
CAUSES OF ACTION, OBLIGATIONS, AND LIABILITIES INCLUDING, WITHOUT
LIMITATION, DAMAGE TO THE PROPERTY OR ANY IMPROVEMENT THEREON, INJURY
(INCLUDING DEATH) TO AN OWNER PARTY OF DAMAGE TO OR LOSS OF AN OWNER
PARTY'S PERSONAL OR REAL PROPERTY, TO THE EXTENT ARISING FROM (1) THE
ENTRY OF GOLF BALLS ONTO THE PROPERTY, (2) ANY OWNER PARTY'S PRESENCE
OR ACTIVITIES ON THE GOLF COURSE, AND (3) THE PROXIMITY OF THE PROPERTY
TO THE GOLF COURSE.
3.2.12 Easement. Living adjacent to or near a golf course carries with in the risk of
damage caused to persons and property by the golf balls coming onto adjacent property from the golf
course. City has provided no assurances whatsoever concerning the frequency with which golf balls
will enter the Property, including the yards and buildings that may be constructed on the Property,
and has provided no guaranties as to what, if any, action may be taken by the City to mitigate such
entry. In light of such facts, the Developer does hereby grant to the City in perpetuity nonexclusive
Golf Course easements, forthe benefit of and appurtenant to the City, in, over and across the
Property, and the airspace there above, for the following purpose:
(a) the flight of the golf balls through the air over the Property, and any
buildings or other improvements that may be constructed thereon; and
(b) the entry of golf balls onto the Property, and any buildings or other
improvements that may be constructed thereon.
3.2.13 Covenants Runnine With the Land. The covenants of this Agreement set
forth in this Section 3.2 shall run with the land and be recorded immediately following the Effective
Date of this Agreement by the Memorandum of Development Agreement attached hereto as Exhibit
D and incorporated herein by reference.
3.3 Periodic Review. During the Term of this Agreement, the City may initiate and
conduct Periodic Review of Developer's compliance with this Agreement. Developer shall
cooperate with the Periodic Review and shall promptly supply to the City such information as may
be requested by the City regarding Developer's compliance with this Agreement. Such Annual
Review shall be limited in scope to determining the Developer's or its successor's good faith
compliance with the provisions of this Agreement as provided in the Development Agreement Act
and Section 25.37.070 of the Palm Desert Municipal Code. If, at the conclusion of a Periodic
Review, Developer is found to be in compliance with this Agreement City shall, upon written request
from Developer or its successor in interest to the City's Director of Community Development, issue a
Certificate of Compliance ("Certificate") to Developer stating that after the most recent Periodic
Review and based upon the information known or made to the City that (i) this Agreement remains in
effect, and (ii) Developer is not in Default. The Certificate shall be in recordable form acceptable to
the City Attorney and shall contain information necessary to communicate constructive record notice
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DOCSOG 1131045v 15/024656-0002
of the finding of compliance. Developer may record the Certificate with the County Recorder. If, at
the conclusion of a Periodic Review, the City finds based on substantial evidence that the Developer
or its successor has not complied in good faith with terms or conditions of this Agreement, the City
Council may modify or terminate this Agreement.
4. DEFAULT PROVISIONS
4.1. Default by Developer.
4.1.1 Default. Any Default hereunder shall entitle the nondefaulting party to
terminate this Agreement pursuant to Section 4.1.4 or commence legal action pursuant to Section 6.5
4.1.2 Notice of Default. In the event of a default by either party, the nondefaulting
party shall submit to the defaulting party, by registered or certified mail, return receipt requested, a
written notice of default in the manner prescribed in Section 6.14, identifying with specificity those
obligations which have not been performed ("Notice"). Upon receipt of the Notice, the defaulting
party shall promptly commence to cure the identified default(s) at the earliest reasonable time after
receipt of the Notice and shall complete the cure of such default(s) not later than thirty (30) days after
receipt of the Notice, or such longer period as is reasonably necessary to remedy such default(s),
provided that the defaulting party shall continuously and diligently pursue such remedy at all times
until such default(s) is cured. PURSUANT TO SECTION 5, MORTGAGEES MAY BE
ENTITLED TO MORTGAGEE NOTICE OF ANY DEFAULT BY DEVELOPER HEREUNDER
AND AN ADDITIONAL PERIOD IN WHICH TO CURE SUCH DEFAULT.
4.1.3 City Procedure Following Default. If after the cure period has elapsed, the
City finds and determines that Developer is in Default and that the City intends to terminate or
modify this Agreement, the City shall make a report to the Planning Commission and then set a
public hearing before the Commission in accordance with the notice and hearing requirements of
Government Code Sections 65867 and 65868. If after public hearing, the Planning Commission
finds and determines, on the basis of substantial evidence, that Developer has not cured the Default
pursuant to this Section, and that the City shall terminate or modify this Agreement, Developer shall
be entitled to appeal that finding and determination to the City Council in accordance with
Section 6.3.
4.1.4 Termination of Agreement by City. The City may terminate this Agreement,
after final determination in accordance with Section 6.3 of the City Council on the basis of
substantial evidence that Developer has not cured its Default or, where no appeal is taken, after the
expiration of the appeal periods described in Section 6.3. Following the transfer of a portion of the
Developer's Property to a permitted transferee, this Agreement may only be terminated with respect
to the transferred parcel on account of a Default by the Developer/owner of such transfer parcel and
no such Default shall result in termination of this Agreement with respect to the Property retained by
the assignor (or owned by other previous transferees). CITY'S TERMINATION RIGHTS WITH
RESPECT TO A MORTGAGED PARCEL SHALL BE LIMITED WITH RESPECT TO ANY
MORTGAGEE OF SUCH MORTGAGED PARCEL ENTITLED TO MORTGAGEE
NOTICE PURSUANT TO 5.2 BELOW.
4.1.5 Limitation in Citv's Right to Seek Specific Performance/Damages. The City
shall have no right to seek a remedy of specific performance hereunder except with respect to the
obligations under Sections 3.1 and 3.2.10 and only then if and to the extent Developer has
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DOCSOC/1131045v 15/024656-0002
commenced construction of the Project. Nothing in this Section 4.1.5 shall limit the City's right to
enforce all applicable provisions of the Applicable Rules and Reserved Powers for any portion of the
Project. The City's right to receive damages under this Agreement shall be limited to its -direct,
actual expenses incurred after the Effective Date as a result of Developer's Default with respect to
this Agreement. Following the transfer of a portion of the Developer's Property to a permitted
transferee, the City may only seek damages permitted hereunder on account of a Default by the
Developer/owner of such transfer parcel and no such Default shall result in liability to the assignor
Developer- (or-previous-.tr-ansferee-Developer (s))_._ -.—----_--
4.2 Default by the City. In the event the City does not accept, process, or render a
decision with respect to a Discretionary Action and/or Ministerial Permits and Approvals, upon
compliance with the requirements therefore, or as otherwise agreed to by the Parties, or the City
otherwise Defaults under the provisions of this Agreement, Developer shall have the right only to
seek to compel specific performance of the City's obligations under this Agreement and shall have
no right to seek monetary damages.
4.3 Multiple Developers. Because the Project may be developed by Developer or by one
or more assignees of Developer, the Parties acknowledge and agree that the provisions of this
Section 4 relating to any Default by Developer with respect to its obligations, and the City's
enforcement rights with respect thereto, including any rights of termination and the limited rights to
seek damages, shall relate only to the portion of the Property actually owned by the specific
Developer whose act or omission constituted such Default. Other portions of the Property owned by
Developer (provided Developer is not in Default hereunder with respect to its Property) and/or any
other assignee provided such assignee(s) are not in Default hereunder with respect to its/their
Property) shall not be affected nor shall the rights of such non -defaulting Developer or other
assignee(s) hereunder be impaired by any such Default relating to the portion of the Property not
owned by it. Prior to transferring all or any portion of the Property, the Developer shall provide the
prospective transferee with written notice of the existence of this Agreement and a full and complete
copy hereof.
5. MORTGAGEE PROTECTIONS
5.1 Right to Mortgage/Notice/Multiple Mortgagees. Developer shall have the absolute
right to encumber Developer's right, title and interest in, to and under this Agreement and the
Property pursuant to one or more Mortgages. Because certain portions of the Project may be
developed by one or more assignees, the Parties acknowledge and agree that different Mortgages
may encumber the Property and that there may be a separate Mortgage in effect with respect to
separate parcels within the Property. It is the intention of the Parties that the rights and protections
granted in this Article 5 to each Mortgagee shall only apply to the parcels upon which such
Mortgagee's Mortgage is a lien (each a "Mortgaged Parcel"), and to the rights, privileges and
obligations under this Agreement relating to such Mortgaged Parcel.
5.2 Notice of Default to Mortgagee or Deed of Trust Holders: Right to Cure. With
respect to any mortgage or deed of trust granted by Developer as provided herein, whenever the City
delivers any Notice or demand to Developer with respect to any default by Developer and if
Developer fails to cure the default within the time set forth herein (thereby becoming a Default), the
City shall deliver to each Mortgagee a copy of such notice or demand ("Mortgagee Notice"). Each
such Mortgagee shall (insofar as the rights granted by the City are concerned) have the right, at its
option, within thirty (30) days after the receipt of the Mortgagee Notice, to cure or remedy or
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DOCS OC/ 1131045 v 15/02465 6-0002
commence to cure or remedy and thereafter to pursue with due diligence the cure or remedy of any
such Default and to add the cost thereof to the mortgage debt and the lien of its mortgage; provided,
however if the Mortgagee is legally prevented from curing such Default because of a bankruptcy by
the Developer then the thirty (30) day period shall be tolled until such bankruptcy is confirmed or
rejected. Nothing contained in this Agreement shall be deemed to permit or authorize such
Mortgagee, to undertake or continue the construction or completion of the Project, or any portion
thereof (beyond the extent necessary to conserve or protect the improvements or construction already
-made) —without first —having —expressly assumed- De e1 is ohligatinns to tl City by written
agreement reasonably satisfactory to the City. It is understood that a Mortgagee shall be deemed to
have satisfied the thirty (30) day time limit set forth above for commencing to cure or remedy a
Developer Default which requires title and/or possession of the Property (or portion thereof) if and to
the extent any such Mortgagee has within such thirty (30) day period commenced proceedings to
obtain title and/or possession and thereafter the Mortgagee diligently pursues such proceedings to
completion and cures or remedies the Default.
5.3 Mortgagee Not Obligated to Construct Proiect. No Mortgagee shall in any way be
obligated by the provisions of this Agreement to construct or complete the Project or any portion
thereof, or to guarantee such construction or completion; nor shall any covenant or any other
provision in this Agreement be construed so to obligate such Mortgagee. Nothing in this Agreement
shall be deemed to construe, permit or authorize any such Mortgagee to devote the Property to any
uses or to construct any improvements thereon, other than those uses or improvements provided for
or authorized by this Agreement.
5.4 No Liability. No Mortgagee shall have any personal liability beyond its interest in
the Mortgaged Parcel acquired by it through enforcement of its Mortgage for the performance or
payment of any covenant, liability, warranty or obligation hereunder, and the City agrees that it shall
look solely to the interests of such Mortgagee in such Mortgaged Parcel for payment or discharge of
any such covenant, liability, warranty or obligation.
5.5 No Amendment or Termination. This Agreement shall not, without the prior written
consent of all Mortgagees holding Mortgages on each Mortgaged Parcel to be affected thereby, be
amended so as to (a) terminate this Agreement prior to the expiration of the Term hereof; or
(b) change any provision of this Agreement which, by its terms is specifically for the benefit of
Mortgagees or specifically confers rights on Mortgagees. No amendment to this Agreement
affecting a Mortgaged Parcel made without the consent of any Mortgagee holding a Mortgage on
such Mortgaged Parcel shall be binding upon such Mortgagee or its successors in interest should it
become a party hereto.
5.6 Condemnation or Insurance Proceeds. Nothing in this Agreement shall impair the
rights of any Mortgagee, pursuant to its Mortgage, to receive insurance and/or condemnation
proceeds which are otherwise payable to Developer granting such Mortgage.
5.7 Title by Foreclosure. Except as otherwise set forth herein, all of the provisions
contained in this Agreement applicable to any Mortgaged Parcel shall be binding on and for the
benefit of any person who acquires title to such Mortgaged Parcel by foreclosure or deed in lieu of
foreclosure under a Mortgage.
5.8 Delegation to Mortgagee. Developer may delegate and/or assign irrevocably to any
Mortgagee the non-exclusive authority to exercise any or all of Developer's obligations and/or rights
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DOCSOC/ 1131045v 15/024656-0002
hereunder with respect to the applicable Mortgaged Parcel, but no such delegation shall be binding
upon the City unless and until either Developer or such Mortgagee shall give to the City a true copy
of a written instrument effecting such delegation. Such delegation of authority may be effected by
the terms of the Mortgage itself, in which case service upon the other Party of an executed
counterpart or conformed copy of said Mortgage, together with written notice specifying the
provisions therein which delegates such authority to said Mortgagee, shall be sufficient to give such
other Party notice of such delegation. No such delegation or assignment shall relieve the Developer
--af-such Mortgaged_Parcel ofany of its obligations hereunder with respectto such Mortgaged ParceL
5.9 No Obligation to Cure. Nothing herein contained shall require any Mortgagee to cure
any default of Developer referred to above, except where the defaulted obligation has been delegated
to the Mortgagee, pursuant to Section 5.8, above.
5.10 Separate Agreement. The City shall, upon request, execute, acknowledge and deliver
to each Mortgagee requesting same, an agreement, in form satisfactory to such Mortgagee and the
City, between the City and the Mortgagees, agreeing to all of the provisions hereof.
5.11 Estoppel Certificate. Within thirty (30) days after written request therefore, the City
shall execute and deliver to any proposed Mortgagee in connection with its new Mortgage and to
such Mortgagee thereafter from time to time an estoppel certificate in form and substance
satisfactory to Developer and such Mortgagee ("Estoppel Certificate"). The City hereby agrees to
reasonably cooperate in including in any such Estoppel Certificate from time to time any provision
which may reasonably be requested by any proposed Mortgagee for the purpose of implementing the
Mortgagee protection provisions contained in this Section 5 and allowing such Mortgagee reasonable
means to protect or preserve the lien and security interest of its Mortgage hereunder, clarifying the
non -applicability of the provisions of this Agreement to such Mortgagee as it relates to parcels other
than the Mortgaged Parcel hereunder, and/or such other terms and provisions as are customarily
required by Mortgagees (taking into account the customary requirements of their participants,
syndication partners or ratings agencies) in connection with any such financing; provided, however,
that no such Estoppel Certificate shall in any way materially adversely affect any rights of the City or
increase any obligations of City under this Agreement.
5.12 Conflicts. If there is any conflict between this Section 5 and any other provision
contained in this Agreement, this Section 5 shall control.
6. GENERAL PROVISIONS.
6.1 Effective Date. This Agreement shall be effective upon the date the ordinance
approving it takes effect. The City Clerk shall attest to the effectiveness of the Agreement after the
City Clerk attests as to approval by the City Council and it is executed by Developer and the Mayor
of the City of Palm Desert.
6.2 Term.
6.2.1 Basic Term. The Term of this Agreement shall commence on the Effective
Date and shall terminate ten (10) years thereafter (the "Term"), unless sooner terminated pursuant to
Section 6.2.2 below. Following the expiration of the Term, this Agreement shall terminate and be of
no further force and effect. The Term shall be subject to extension pursuant to Section 6.4.
15
D OC S OC/ 1131045 v 15 /02465 6-0002
6.2.2 Earlv Termination of Agreement. The Agreement is terminable: (a) by
mutual written consent of the Parties with consent of the Mortgagee(s); or (b) by either Party
followinga Default by the other Party under this Agreement.
6.3 Appeals to City Council. Notwithstanding the provisions of the Applicable Rules,
the Developer may appeal any finding and/or determination of a City Agency relating to the Project.
Such appeal shall be taken, if at all, within fifteen (15) days after the delivery of notice in accordance
_vith_-Section_6_1.4of such finding and/or determination to Developer_ Th CCity Council shall act
upon the finding and/or determination of the City Agency within thirty (30) days after such delivery
of notice in accordance with Section 6.14, or within such additional period as may be agreed upon by
Developer and the City Council. If the City Council fails to act within such thirty (30) day period,
the appeal shall be deemed to have been disapproved and Developer shall have the right to pursue all
of its rights and remedies (subject to the limitations set forth in Section 4.3 above) with respect to
such finding or determination, including, without limitation, pursuing a writ of mandamus or other
action to compel the City Council to act on such matter or a determination of the merits of such
matter, and the City shall have no and hereby waives any defense under such circumstances based on
a claim of Developer's failure to exhaust its administrative remedies.
6.4 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, and all performance and other dates specified in this Agreement shall be extended, where
delays or Defaults are due to: litigation challenging the validity of this transaction or any element
thereof or the right of either party to engage in the acts and transactions contemplated by this
Agreement; inability to secure necessary labor materials or tools; or withdrawal of financing not
caused by any act or omission of Developer; war; insurrection; strikes; lockouts; riots; floods;
earthquakes; fires; casualties; acts of God; acts of the public enemy; acts of terrorism; epidemics;
quarantine restrictions; freight embargoes; lack of transportation; governmental restrictions or
priority; building moratoria; unusually severe weather; precipitation; acts or omissions of the other
party; acts or failures to act of any other public or governmental agency or entity (other than the acts
or failures to act of the City which shall not excuse performance by the City); 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 period reasonably attributable to the enforced delay and shall commence to run from
the time of the commencement of the cause. Times of performance under this Agreement may also
be extended in writing by the mutual agreement of the Parties.
6.5 Legal Action. Subject to the limitation on remedies imposed by this Agreement,
either Party may institute legal action to cure, correct, or remedy any Default, enforce any covenant
or agreement herein, enjoin any threatened or attempted violation, enforce by specific performance
the obligations and rights of the Parties hereto and/or seek damages and/or declaratory relief with
respect to its rights, obligations or interpretations of this Agreement or pursue other remedies under
applicable law.
6.6 Applicable Law. This Agreement shall be construed and enforced in accordance with
the laws of the State of California, and the venue for any legal actions brought by any Party with
respect to this Agreement shall be in state court in the County of Riverside, State of California.
6.7 Amendments. This Agreement may be amended from time to time by mutual
consent in writing of the Parties to this Agreement in accordance with Government Code
16
DOCSOC/1131045 v 15/024656-0002
Section 65868. As a condition precedent to City's execution of any amendment of this Agreement,
Developer shall deliver to City a preliminary title report with respect to the portions of the Property
to be affected by such amendment, together with a notice stating that the Mortgagees listed in such
report will be entitled to notice of and consent to such amendment pursuant to Section 5 above.
6.8 Assignment.
6.8.1 Right to Assign. Subiect to the prior written consent of theCityManager
given within fifteen (15) business days after receipt of a written request from Developer, Developer
shall have the right to sell, transfer, or assign the Property or any portion thereof (provided that no
such partial transfer shall violate the Subdivision Map Act, Government Code Section 66410, et seq.)
to any person, partnership, limited liability company, joint venture, firm, or corporation, at any time
during the Term of this Agreement, together with the rights granted to and obligations imposed upon
the Property, or the portion transferred, pursuant to this Agreement (including the right to further
allocate uses, density and other development rights pursuant to the Entitlements), or assign its rights
hereunder to any party who has taken (or will take) title to the Property pursuant to the Exchange
Agreement. The City's consent to such sale, transfer or assignment of the Property shall not be
unreasonably withheld if the Developer presents documentation satisfactory to the City Manager that
demonstrates the proposed buyer, transferee or assignee possesses the financial and professional
capability to carry out Developer's obligations pursuant to this Agreement.
6.8.2 Release of Developer. With respect to a sale, transfer, or assignment of all or
substantially all of Property and the related rights hereunder to a purchaser, transferee, upon the
effective date of any such sale, transfer, or assignment, as evidenced by the recordation of a written
assignment and assumption agreement between Developer and the proposed purchaser, transferee, or
assignee, and delivery thereof to the City, Developer shall automatically be released from any
obligations to the City under this Agreement with respect to the Property so transferred. With respect
to a sale, transfer, or assignment of any portion of the Property (i.e., less than all or substantially all)
to a purchaser, transferee, or assignee, upon the effective date of any such sale, transfer, or
assignment as evidenced by the recordation of a written assignment and assumption agreement
between Developer and the proposed purchaser, transferee, or assignee and delivery thereof to the
City, Developer shall automatically be released from any obligations to the City under this
Agreement with respect to the portion of the Property so sold, transferred, or assigned, and no default
by the purchaser, transferee, or assignee of such portion of the Property under this Agreement shall
be deemed a default by Developer with respect to Property retained by it following such sale,
transfer, or assignment. Developer shall cause a copy of each such assignment and assumption
agreement to be delivered to City following recordation thereof.
6.8.3 Release of Purchaser. Transferee. or Assignee. A purchaser, assignee, or
transferee of any portion of the Property so sold, transferred, or assigned shall be automatically
released from any obligations to the City under this Agreement relating to all other unsold,
unassigned, non -transferred portions of the Property, and no default by Developer under this
Agreement with respect to such unsold, unassigned, non -transferred portions of the Property shall be
deemed a default by the purchaser, transferee, or assignee of such portion of the Property.
6.8.4 Allocation of Development Rights. Notwithstanding the foregoing, to the
extent permitted by the Entitlements, Developer shall have the right to contractually allocate with any
proposed purchaser, transferee, or assignee of any portion of the Property, the rights and obligations
of Developer hereunder with respect to such portion of the Property, including, without limitation,
17
DOCSOC/ 1131045 v 15/024656-0002
use, permitted density and/or other development rights, and the right and obligation to perform
Mitigation Measures and Conditions of Approval, all of which shall be set forth in a written
assignment and assumption agreement between Developer and the purchaser, transferee, or assignee.
Any such allocation shall be subject to compliance with the maximum permitted density in the
Property and the constituent components of the Property as set forth in the Entitlements.
6.9 Covenants. The provisions of this Agreement shall constitute covenants which shall
run with the land comprising the Property fotshe benefit thereof and_as a burden thereon, and the
burdens and benefits hereof shall bind and inure to the benefit of all assignees, transferees, and
successors to the Parties hereto until this Agreement expires or is earlier terminated in accordance
with its terms.
6.10 Implementation.
6.10.1 Additional Special Mutual Cooperation. The City agrees that timely
processing of Ministerial Permits and Approvals, Discretionary Actions, and any other approvals or
actions required in connection with the Project are important to the successful implementation of the
Project and the enjoyment of the benefit to the City anticipated to be obtained thereby. In
recognition of the importance of timely processing and review of such Ministerial Permits and
Approvals and Discretionary Actions, the City agrees to work with Developer to establish time
frames for processing and reviewing such Ministerial Permits and Approvals and Discretionary
Actions. During the preparation of all Plans, City staff and Developer agree to work together to
conduct progress meetings as necessary to coordinate the preparation and review of plans, City staff
and Developer further agree to work together to communicate and consult informally as frequently as
is necessary to ensure that the formal submittal of any completed plans, drawings, and related
documents to the City can receive prompt and efficient consideration. Subject to the availability of
City staffing or outside consultants (which shall be permitted if requested by Developer and paid for
by Developer), City will endeavor to designate a single in-house plan checker to coordinate the
checking of construction plans. Subject to the availability of City staffing or outside consultants
(which shall be permitted if requested by Developer and paid for by Developer), additional plan
checkers shall be assigned to the Project on an as needed basis.
6.10.2 Other Governmental Permits. Developer shall apply in a timely manner for
such other permits and approvals as may be required from other governmental or quasi -governmental
agencies having jurisdiction over the Project as may be required for the development of, or provision
of services to, the Project. The City shall cooperate with Developer in its endeavors to obtain such
permits and approvals.
6.11 Relationship of the Parties. It is understood and agreed by the Parties hereto that the
contractual relationship created between the Parties hereunder is that Developer is an independent
party and not an agent of the City. Further, the City and Developer hereby renounce the existence of
any form of joint venture or partnership between them and agree that nothing herein or in any
document executed in connection herewith shall be construed as making the City and Developer a
joint venture or partnership.
6.12 Cooperation in Event of Litigation.
6.12.1 Cooperation in the Event Of Litigation. In the event of any Litigation
instituted by a third party or other governmental entity or official challenging the validity of this
18
ROCS OC/ 1131045 v 15/024656-0002
Agreement, the approval of the Entitlements and/or the Exchange Agreement, the Parties hereby
agree to affirmatively cooperate in defending said action. However, nothing the other party this
Agreement shall be deemed to compel either party to obtain the consent or approval of any action or
strategy during the course of the litigation including, without limitation, whether and how to appear
and/or respond to such an action, and whether to settle such litigation.
6.12.2 Attorney Fees. In any action between the parties to interpret, enforce, reform,
-modify, regrind or otherwise in connection withany of the terms or provisions of this Agreement, the
prevailing party in the action shall be entitled, in addition to specific performance, injunctive relief or
any other relief to which it might be entitled, reasonable costs and expenses including, without
limitation, litigation costs and reasonable attorneys' fees. Costs recoverable for enforcement of any
judgment shall be deemed to include reasonable attorneys' fees.
6.12.3 Continuine Oblisations. This Section 6.12 shall survive termination of this
Agreement.
6.13 Subdivision of Proiect. The City agrees that, pursuant to the Applicable Rules,
Developer may modify the boundaries of existing lots of the Property within the Property by means
of lot line adjustments.
6.14 Notices. Any notice or communication required hereunder between the City or
Developer must be in writing, and may be given either personally, by registered or certified mail,
return receipt requested or by overnight courier. If given by registered or certified mail, the same
shall be deemed to have been delivered and received on the first to occur of (a) actual receipt by any
of the addressees designated below as the Party to whom notices are to be sent, or (b) five days after
a registered or certified letter containing such notice, properly addressed, with postage prepaid, is
deposited in the United States mail. If personally delivered or delivered by courier, a notice shall be
deemed to have been delivered when received by the Party to whom it is addressed. Any Party
hereto may at any time, by giving ten (10) days' written notice to the other Party hereto, designate
any other address in substitution of the address, or any additional address, to which such notice or
communication shall be given. Such notices or communications shall be given to the Parties at their
addresses set forth below:
19
DOCSOC/ 1131045 v 15/024656-0002
To City: City of Palm Desert
73510 Fred Waring Drive
Palm Desert, CA 92260
Attention: City Manager
With copies to: City of Palm Desert
City Attorney
7351-0-Fred Waring -Drive
-----
Palm Desert, California 92260
To Developer: Sanderson J. Ray — Desert Springs Partners, L.P.
2699 White Road, Suite 150
Irvine, California 92614
Attention: Martin Hannigan, Partner
With copy to: Stradling Yocca Carlson & Rauth
660 Newport Center Drive, Suite 1600
Newport Beach, California 92660
Attention: Thomas P. Clark, Jr.
With copies of any default notices or notices relating to proposed amendments to:
ANY MORTGAGEE WHO HAS DELIVERED A MORTGAGEE NOTICE PURSUANT
TO SECTION 5 WITH RESPECT TO ANY PARCELS AFFECTED BY SUCH NOTICE
6.15 Estoppel Certificates. Either Party may, at any time, deliver written notice to the
other Party requesting such Party to certify in writing that, to the best knowledge of the certifying
Party, (a) this Agreement is in full force and effect and a binding obligation of the Parties, (b) this
Agreement has not been amended or modified either orally or in writing, and if so amended,
identifying the amendments, and (c) the requesting Party is not in default in the performance of its
obligation set forth in this Agreement or, if in default, to describe therein the nature and amount of
any such defaults. A Party receiving a request hereunder shall execute and return such certificate
within thirty (30) days following the receipt thereof. Any third Party including a Mortgagee shall be
entitled to rely on the Estoppel Certificate.
6.16 Recordation. As provided in Government Code Section 65868.5, the City Clerk of
Palm Desert shall record a copy of this Agreement with the Registrar -Recorder of Riverside County
within ten (10) days following its execution by both Parties.
6.17 Constructive Notice and Acceptance. Every person who now or hereafter owns or
acquires any right, title, interest in or to any portion of the Property is and shall be conclusively
deemed to have consented and agreed to every provision contained herein, whether or not any
reference to this Agreement is contained in the instrument by which such person acquired an interest
in the Property.
6.18 Successors and Assignees. The provisions of this Agreement shall be binding upon
and shall inure to the benefit of the Parties, and their respective successors, assignees and transferees.
20
DOCSOC/1131045v 15/024656-0002
6.19 Severability. If any provisions, conditions, or covenants of this Agreement, or the
application thereof to any circumstances of either Party, shall be held invalid or unenforceable, the
remainder of this Agreement or the application of such provision, condition, or covenant to persons
or circumstances other than those as to whom or which it is held invalid or unenforceable shall not be
affected thereby and shall be valid and enforceable to the fullest extent permitted by law.
6.20 Time of the Essence. Time is of the essence for each provision of this Agreement of
which time is_an.element
6.21 Waiver. No waiver of any provision of this Agreement shall be effective unless in
writing and signed by a duly authorized representative of the Party against whom enforcement of a
waiver is sought and such waiver refers expressly to this Section. No waiver of any right or remedy
in respect of any occurrence or event shall be deemed a waiver of any right or remedy in respect of
any other occurrence or event.
6.22 No Third Party Beneficiaries. The only Parties to this Agreement are the City and
Developer. There are no third party beneficiaries and this Agreement is not intended, and shall not
be construed to benefit or be enforceable by any other person whatsoever.
6.23 Entire Agreement. This Agreement and the documents, agreements and exhibits
referenced herein or attached hereto set forth and contain the entire understandings and agreements
of the Parties and there are no oral or written representations, understandings or ancillary covenants,
undertakings or agreements which are not contained or expressly referred to herein and no testimony
or evidence of any such representations, understandings, or covenants shall be admissible in any
proceedings of any kind or nature to interpret or determine the provisions or conditions of this
Agreement.
6.24 Legal Advice: Neutral Interpretation: Headings, and Table of Contents. Each Party
has received independent legal advice from its attorneys with respect to the advisability of executing
this Agreement and the meaning of the provisions hereof. The provisions of this Agreement shall be
construed as to their fair meaning and not for or against any Party based upon any attribution to such
Party as the source of the language in question. The headings and table of contents and definitions
used in this Agreement are for the convenience of reference only and shall not be used in construing
this Agreement.
6.25 - No Personal Liability. No board member, councilmember, official or employee of
the City shall be personally liable to Developer nor shall any individual partner of Developer be
personally liable to City in the event of any Default.
6.26 Counterparts. This Agreement is executed in _ duplicate originals, each of which
is deemed to be an original. This Agreement, not counting the Cover Page and Table of Contents,
consists of 21 pages and 5 Exhibits that constitute the entire understanding and agreement of the
Parties. The Exhibits are identified in the List of Exhibits, which is contained in the Table of
Contents of this Agreement.
[SIGNATURES ON THE FOLLOWING PAGE]
21
DOC SOC/ 1131045 v 15/024656-0002
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement as of the date
first written above.
CITY OF PALM DESERT, CALIFORNIA
By= --
Date:
SANDERSON J. RAY — DESERT SPRINGS
PARTNERS, L.P., a Texas limited partnership
By: Sanderson J. Ray-DSP,
a California general partnership
Its: General Partner
By:
Chase O. Sanderson, Jr.
Its: General Partner
Date:
By:
Michael D. Ray
Its: General Partner
Date:
APPROVED AS TO FORM:
ATTORNEY
By,
ATTEST:
By:
22
, CITY
, City Clerk
DOCSOC/ 1131045v 15/024656-0002
STATE OF
)ss.
COUNTY OF
On 200_, before me, , a notary
public, personal y-appeared -- ----- - ----- personally knnw10
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.
Witness my hand and official seal.
Notary Public
STATE OF
COUNTY OF
)ss.
1
(Official Seal)
On 200_, before me, , a notary
public, personally appeared personally known to
me or proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same in
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.
Witness my hand and official seal.
(Official Seal)
Notary Public
DOCSOC/ 1131045v 15/024656-0002
STATE OF
)ss.
COUNTY OF
On 200_, before me, , a notary
-public, -personally-appeared - -- - - - -- --- - - - ------------------... . - --- --- personally _known -to
me or proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same in
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.
Witness my hand and official seal.
Notary Public
STATE OF
COUNTY OF
)ss.
1
(Official Seal)
On 200_, before me, , a notary
public, personally appeared personally known to
me or proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same in
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.
Witness my hand and official seal.
(Official Seal)
Notary Public
DOCSOC/1131045v 15/024656-0002
EXHIBIT A
LEGAL DESCRIPTION OF CITY PROPERTY
PARCEL 1:
THE EAST HALF OF THE SOUTHEAST QUARTER OF THE SOUTHWEST QUARTER
OF THE SOUTHWEST QUARTER OF SECTION 4, TOWNSHIP 5 SOUTH,. RANGE 6 EAST,
SAN BERNARDINO BASE AND MERIDIAN, ACCORDING TO THE OFFICIAL PLAT
THEREOF APPROVED BY THE SURVEYOR GENERAL, JULY 15, 1856.
EXCEPT THEREFROM THE SOUTHERLY 44 FEET AS CONVEYED TO THE
COUNTY OF RIVERSIDE BY DEED RECORDED MARCH 31, 1958 AS INSTRUMENT NO.
23183, OFFICIAL RECORDS.
PARCEL 2:
THE WEST HALF OF THE SOUTHWEST QUARTER OF THE SOUTHEAST QUARTER
OF THE SOUTHWEST QUARTER OF SECTION 4, TOWNSHIP 5 SOUTH, RANGE 6 EAST,
SAN BERNARDINO BASE AND MERIDIAN, ACCORDING TO THE OFFICIAL PLAT
THEREOF APPROVED BY THE SURVEYOR GENERAL, JULY 15, 1856.
EXCEPT THEREFROM THE SOUTHERLY 44 FEET AS CONVEYED TO THE
COUNTY OF RIVERSIDE BY DEED RECORDED MAY 20, 1958 IN BOOK 2273, PAGE 480,
OFFICIAL RECORDS.
A-1
DOC S OC/ 1131045 v 15 /02465 6-0002
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V • NVId a.LIS "IVflidaDNOD
EXHIBIT B
SITE PLAN
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B-1
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DOCS 001131045 v15/024656-0002
EXHIBIT C
LIST OF APPLICABLE LAND USE REGULATIONS
C-1
DOCSOC/ 1131045 v 15/024656-0002
EXHIBIT D
MEMORANDUM OF DEVELOPMENT AGREEMENT
RECORDING REQUESTING BY
WHEN RECORDED MAIL TO:
Sanderson J. Ray Desert Springs Partners, L.P.
2699 White Road, Suite 150
Irvine, California 92614
Attn: Mr. Michael Ray
APN:
[Space Above For Recorder's Use Only]
MEMORANDUM OF DEVELOPMENT AGREEMENT
This MEMORANDUM OF DEVELOPMENT AGREEMENT (this "Memorandum") is
entered into this day of , 2006 by and between the City of Palm Desert, California,
municipal corporation ("City") and Sanderson J. Ray -Desert Springs Partners, L.P., Texas limited
partnership ("SJR").
1. The City and SJR have entered into that certain Development Agreement dated
, 2006 (the "Development Agreement"). All capitalized terms not defined herein shall
have the meaning set forth in the Development Agreement.
2. The covenants and obligations of the parties contained in the Development
Agreement are intended to run with the land and be binding upon the successors and assigns of the
parties. Accordingly, this Memorandum shall be recorded against the Property the legal description
for which is attached hereto as Exhibit "A" and incorporated herein by reference.
3. This Memorandum was prepared for the purpose of recordation only and in no
way modifies provisions of the Development Agreement.
4. Upon termination of the Development Agreement in accordance with the terms
thereof, the parties shall execute such documents as may reasonably required to remove this
Memorandum from title to the Property.
[SIGNATURES ON THE FOLLOWING PAGE]
DOCSOC/ 1131045v 15/024656-0002
DATED:
ATTEST:
City Clerk
SJR:
CITY OF PALM DESERT, a California municipal
corporation
By:
Name:
Its:
SANDERSON J. RAY —DESERT SPRINGS PARTNERS,
L.P., a Texas limited partnership
By: Sanderson J. Ray—DSP, a California general
partnership, its General Partner
By:
By:
Chase O. Sanderson, Jr., General Partner
Michael D. Ray, General Partner
DOCSOC/ 1131045v 15/024656-0002
D-2
STATE OF CALIFORNIA )
) ss.
COUNTY OF )
On , , before me,
a Notary Public in and for the State of California, personally appeared
- - , persona11 own-ta-t e--(orproved-to-rile -on-the basis -of
satisfactory evidence) to be the person whose name is subscribed to the within instrument and
acknowledged to me that he/she executed the same in his/her authorized capacity, and that by
his/her 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.
(SEAL)
STATE OF CALIFORNIA
) ss.
COUNTY OF
Notary Public in and for the State of California
On , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
Notary Public in and for the State of California
(SEAL)
D-3
DOCSOC/ 1131045v 15/024656-0002
EXHIBIT E
LIST OF APPLICABLE DEVELOPMENT IMPACT FEES
E-1
DOCS OC/1131045v 15/024656-0002
Table of Contents
Page
1. DEFINITIONS. 2
2. RECITALS OF PREMISES, PURPOSE AND INTENT. 6
2.1 State Enabling Statute 6
2.2 City Procedures and Actions. 7
Planning Commission Action ---- — —7
—
2.2.2 City Council Action 7
2.3 Purpose of this Agreement. 7
2.3.1 Developer Objectives 7
2.3.2 Mutual Objectives 8
3. AGREEMENT AND ASSURANCES. 8
3.1 Agreement and Assurances on the Part of Developer 8
3.2 Agreement and Assurances on the Part of the City 8
3.2.1 Vested Right to Develop 8
3.2.2 Special Taxes and Assessments 8
3.2.3 Subsequent Development Approvals 9
3.2.4 Moratoria 9
3.2.5 Timing of Development 9
3.2.6 Development Impact Fees 9
3.2.7 Representation and Warranty of City Regarding Conformity with the
Redevelopment Plan 10
3.2.8 Golf Course Fencing and Access Gate 10
3.2.9 Golf Course Shuttle Service and Golf Cart Shuttle Station 10
3.2.10 Champions Club Error! Bookmark not defined.
3.2.11 Release for Damage Related to Golf Course 10
3.2.12 Easement 11
3.2.13 Section 3.2 Covenants Running With the Land 11
3.3 Periodic Review 11
4. DEFAULT PROVISIONS 12
4.1 Default by Developer. 12
4.1.1 Default 12
4.1.2 Notice of Default 12
4.1.3 City Procedure Following Default 12
4.1.4 Termination of Agreement by City 12
4.1.5 Limitation in City's Right to Seek Specific Performance/Damages 12
4.2 Default by the City 13
4.3 Multiple Developers 13
5. MORTGAGEE PROTECTIONS 13
5.1 Right to Mortgage/Notice/Multiple Mortgagees 13
5.2 Notice of Default to Mortgagee or Deed of Trust Holders; Right to Cure 13
5.3 Mortgagee Not Obligated to Construct Project 14
5.4 No Liability 14
5.5 No Amendment or Termination 14
5.6 Condemnation or Insurance Proceeds 14
5.7 Title by Foreclosure 14
i
DOC SOC/ 1131045 v 15/024656-0002
Table of Contents
(Cont'd)
Page
5.8 Delegation to Mortgagee 14
5.9 No Obligation to Cure 15
5.10 Separate Agreement 15
5.11 Estoppel Certificate 15
5.12 Conflicts 15
6. GENERAL PROVISIONS. 15
6.1 Effective Date 15
6.2 Term. 15
6.2.1 Basic Term 15
6.2.2 Early Termination of Agreement 16
6.3 Appeals to City Council 16
6.4 Enforced Delay; Extension of Time of Performance 16
6.5 Legal Action 16
6.6 Applicable Law 16
6.7 Amendments 16
6.8 Assignment 17
6.8.1 Right to Assign 17
6.8.2 Release of Developer 17
6.8.3 Release of Purchaser, Transferee, or Assignee 17
6.8.4 Allocation of Development Rights 17
6.9 Covenants 18
6.10 Implementation. 18
6.10.1 Additional Special Mutual Cooperation 18
6.10.2 Other Governmental Permits 18
6.11 Relationship of the Parties 18
6.12 Cooperation in Event of Litigation 18
6.12.1 Cooperation in the Event Of Litigation 18
6.12.2 Attorney Fees 19
6.12.3 Continuing Obligations 19
6.13 Subdivision of Project 19
6.14 Notices 19
6.15 Estoppel Certificates 20
6.16 Recordation 20
6.17 Constructive Notice and Acceptance 20
6.18 Successors and Assignees 20
6.19 Severability 21
6.20 Time of the Essence 21
6.21 Waiver 21
6.22 No Third Party Beneficiaries 21
6.23 Entire Agreement 21
6.24 Legal Advice; Neutral Interpretation; Headings, and Table of Contents 21
6.25 No Personal Liability 21
6.26 Counterparts 21
DOCSOC/1131045 v 15/024656-0002
LIST OF EXHIBITS
EXHIBIT A
EXHIBIT B
EXHIBIT C
EXHIBIT D
EXHIBIT E
Table of Contents
(Cont'd)
Page
LEGAL DESCRIPTION OF PROPERTY A-1
SITE PLAN B-1
LIST OF APPLICABLE LAND USE REGULATIONS C-1
MEMORANDUM OF DEVELOPMENT AGREEMENT- — — - -
LIST OF APPLICABLE DEVELOPMENT IMPACT FEES E-1
11s
DOCSOC/1131045v 15/024656-0002
856634.10
EXHIBIT I
SJR PROPERTY SITE PLAN
I-1
856634.10
EXHIBIT J
INTENTIONALLY OMITTED
J-1
EXHIBIT K
DECLARATION OF USE RESTRICTIONS
RECORDING REQUESTING BY
First American Title Insurance Company
WHEN RECORDED MAIL TO:
Sanderson J. Ray Desert Springs Partners, L.P.
2699 White Road, Suite 150
Irvine, California 92614
Attn: Mr. Michael Ray
APN:
[Space Above For Recorder's Use Only]
DECLARATION OF USE RESTRICTIONS
THIS DECLARATION OF USE RESTRICTIONS (this "Declaration") is made as of
, 2006, by SANDERSON J. RAY — DESERT SPRINGS PARTNERS, L.P. a
Texas limited partnership ("Sanderson"), with reference to the following:
RECITALS
A. Sanderson is the owner of certain real property located in Palm Desert, California
("Property"). The Property is comprised of a shopping center (the "Shopping Center") and an
undeveloped parcel containing approximately 11.24 acres (the "Undeveloped Property.") The
legal description of the Shopping Center is attached hereto as Exhibit A, and the legal description
of the Undeveloped Property is attached hereto as Exhibit B. A site plan showing the Shopping
Center and the Undeveloped Property is attached hereto as Exhibit C.
B. Sanderson and its predecessors in interest have previously entered into certain
leases with respect to portions of the Shopping Center, which leases (the "Tenant Leases")
impose certain use restrictions. A correct and complete list of the Tenant Leases is set forth on
Exhibit D attached hereto.
C. Sanderson desires to record this Declaration, resulting in such tenant use
restrictions being made of public record against the Undeveloped Property.
AGREEMENT
NOW, THEREFORE, Sanderson hereby declares that the Undeveloped Property shall be
owned, operated and conveyed subject to the following use restrictions:
856634.10 K-1
1. Use Restriction. No portion of the Undeveloped Property shall be developed or
used in any manner that conflicts with the terms, conditions, provisions or restrictions set forth in
the Tenant Leases. Upon the expiration or earlier termination of a Tenant Lease, the terms,
conditions, provisions and restrictions set forth therein shall no longer affect the Undeveloped
Property. The terms, conditions, provisions or restrictions set forth in any agreement first
affecting the Shopping Center after the date hereof shall not affect the use of the Undeveloped
Property.
2. Breach. In the event of a breach of the restrictions set forth in this Declaration,
the owner of the Shopping Center may prosecute any appropriate proceedings at law or in
equity. The owner of the Shopping Center may, in any such proceeding, obtain injunctive or
other equitable relief to enforce this Declaration or restraining violations of this Declaration;
recover damages on account of such violation; secure, by way of specific performance or
otherwise, the performance of this Declaration; and/or obtain any other remedy provided for at
law or in equity.
3. Eauitable Servitude. The Undeveloped Property shall be held, developed,
transferred and conveyed subject to and upon the foregoing express restrictions. This
Declaration shall run with the land for the sole benefit the owner of the Shopping Center and its
successors and assigns, and shall be binding on all parties having or acquiring any right, title or
interest in the Undeveloped Property.
4. Attorneys Fees. In any action to enforce the provisions of this Declaration, the
prevailing party shall be entitled to its attorney's fees and costs.
5. Morteaeee Protection. Notwithstanding any provision hereof to the contrary, no
amendment or violation of this Declaration shall operate to defeat or render invalid the rights of
the beneficiary under any recorded deed of trust or the mortgagee under any recorded mortgage
of any portion of the Undeveloped Property made in good faith and for value, provided that after
the foreclosure of any such deeds or mortgage such portion of the Undeveloped Property shall
remain subject to this Declaration.
856634.10
[This Space Intentionally Left Blank; Signature On The Next Page]
K-2
IN WITNESS WHEREOF, the undersigned has executed this Declaration of Use
Restrictions as of the date first written above.
SANDERSON: SANDERSON J. RAY - DESERT SPRINGS PARTNERS,
L.P., a Texas limited partnership
856634.10
By: Sanderson J. Ray DSP, a California general
partnership, General Partner
By:
By:
By:
K-3
James Walker Ray, as Trustee of the James
W. Ray Family Trust U/T/D September 17,
1998, General Partner
Michael D. Ray, General Partner
Chase O. Sanderson, Jr., General Partner
STATE OF CALIFORNIA )
) ss.
COUNTY OF )
On , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
(SEAL)
STATE OF CALIFORNIA
) ss.
COUNTY OF
Notary Public in and for the State of California
On , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
Notary Public in and for the State of California
(SEAL)
856634.10 K-4
STATE OF CALIFORNIA )
) ss.
COUNTY OF )
On , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
Notary Public in and for the State of California
(SEAL)
STATE OF CALIFORNIA
) ss.
COUNTY OF
On , , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
Notary Public in and for the State of California
(SEAL)
856634.10 K-5
EXHIBIT A
TO
DECLARATION OF USE RESTRICTIONS
LEGAL DESCRIPTION OF SHOPPING CENTER
(See Attached)
856634.10 K-6
856634.10
EXHIBIT B
TO
DECLARATION OF USE RESTRICTIONS
LEGAL DESCRIPTION OF UNDEVELOPED PROPERTY
(See Attached)
K-7
856634.10
EXHIBIT C
TO
DECLARATION OF USE RESTRICTIONS
SITE PLAN
(See Attached)
K-8
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EXHIBIT D
TO
DECLARATION OF USE RESTRICTIONS
SCHEDULE OF LEASES
Lease Agreement dated July , 1993, to Pay Less Drugstores Northwest, Inc., a Maryland
corporation, as Tenant, as amended by Memorandum confirming Commencement Date dated
June 14, 1994, as further amended by Amendment to Pay Less/Desert Springs Marketplace
Lease dated July 3, 1996, and as further amended by Second Amendment to Lease dated June
12, 2003.
Lease dated October 4, 1992, to Ralph's Grocery Company, a Delaware corporation, as Tenant,
as evidenced of record by Agreement of Memorandum of Lease For Recordation dated August
15, 1994, recorded August 16, 1994, as Document No. 319836, in the Office of the County
Recorder of Riverside County, California, as amended by Confirmation of Lease
Commencement Date, dated March 30, 1994, and as further amended by Addendum to Lease
dated September 21, 1995.
Lease dated April 20, 1993, to Morton's of Chicago/Palm Desert, Inc., a Delaware corporation
Desert Springs Marketplace Retail Lease dated September 29, 1994, to Walter K. and Connie M.
Ro, as Tenant, as amended by Amendment to Desert Springs Marketplace Retail Lease dated
November 30, 1995, and as assigned to and assumed by Hyun D. Shin by an Assignment of
Lease dated February 27, 1998, and further assigned to and assumed by Eun Kyung Lee and
Hong Yoon Lee by Assignment and Amendment to Desert Springs Marketplace Retail Lease
dated January 2, 1999.
Desert Springs Marketplace Retail Lease dated May 7, 1996, to Lillian Roberts, DVM, as
Tenant, as amended by Desert Springs Marketplace Lease Amendment dated April 10, 2002.
Desert Springs Marketplace Retail Lease dated September 29, 1995, to Hu -Yu, Inc., a California
corporation, as Tenant, as amended by First Lease Amendment dated September 14, 2004 and as
further amended by Second Lease Amendment dated April 29, 2005.
Desert Springs Marketplace Retail Lease dated March 12, 1996, to Randy Szutz, DDS and Cheri
Szutz, as Tenant.
Desert Springs Marketplace Retail Lease dated August 21, 1997, to Thoai Truong, Khiem T.
Nguyen and Truyen Truong, as Tenant, as amended by Desert Springs Marketplace Lease
Amendment dated August 8, 2002.
Standard Form Shopping Center Lease dated June 22, 2005, to John Howard Boulton and David
Kelders, as Tenant.
856634.10 K-9
Desert Springs Marketplace Retail Lease dated April 20, 2001, to Temple Realty, Inc., a
California corporation, as Tenant.
Desert Springs Marketplace Retail Lease dated January 16, 1997, to Indio Emergency Medical
Group, Inc., DBA Desert Urgent Care, as Tenant.
Desert Springs Marketplace Retail Lease dated July 12, 1996, to John Boop and Sherry Boop, as
Tenant, as amended by Amendment to Retail Lease dated July 23, 1999, and as further amended
by Desert Springs Marketplace 2nd Lease Amendment dated July 30, 2002.
Standard Form Shopping Center Lease dated August 18, 2005, to Suzanne Houser, as Tenant.
Desert Springs Marketplace Retail Lease dated December 1, 1996, to Nazih E. Noujaim, as
Tenant, as amended by Amendment to Retail Lease dated December 1, 1999 and as further
amended by Desert Springs Marketplace 2nd Lease Amendment dated November 6, 2002.
Desert Springs Marketplace Retail Lease dated October 22, 1997, to William E. Hanan, as
Tenant, as amended by Desert Springs Marketplace Lease Amendment dated October 11, 2002
and as assigned to and assumed by Commodore Clay Collins and Theresa Joy Collins by
Assignment and Assumption of Lease and Consent dated November 1, 2002, and as further
assigned to and assumed by Michael Griffin and Pennye Griffin by Assignment of Lease dated
April 19, 2005.
Desert Springs Marketplace Retail Lease dated September 15, 1999, to Patricia Pandolfo,
Gabriele O. Luetke and Hilko H. Luetke, as Tenant, as amended by Desert Springs Marketplace
Lease Amendment dated August 8, 2002.
Desert Springs Marketplace Retail Lease dated November 2, 2002, to All Pro Pizza, Inc. a
California corporation, as Tenant.
856634.10
K-10
EXHIBIT L
MEMORANDUM RE ACQUISITION OF POST CLOSING COVENANT
RECORDING REQUESTING BY
First American Title Insurance Company
WHEN RECORDED MAIL TO:
City of Palm Desert
73510 Fred Waring Drive
Palm Desert, CA 92260
Attention: City Clerk
APN:
[Space Above For Recorder's Use Only]
MEMORANDUM RE ACQUISITION OF POST CLOSING COVENANT
THIS MEMORANDUM RE ACQUISITION OF POST CLOSING COVENANT (this
"Memorandum") is made as of _, 2006, by SANDERSON J. RAY -DESERT
SPRING PARTNERS, L.P., a Texas limited Partnership ("SJR"), in favor of the CITY OF
PALM DESERT, a California Municipal Corporation ("City"), with reference to the following:
1. City and SJR have entered into that certain Exchange Agreement and Joint
Escrow Instructions dated as of , 2006 (the "Exchange Agreement"). All
capitalized terms not defined herein shall have the meaning set forth in the Exchange Agreement.
2. As part of the consideration for the exchange of property described in the
Exchange Agreement, SJR agreed to provide a covenant in favor of the City regarding the
development and landscaping of the Ralph's Remainder Parcel, which covenant was intended to
run with the land and be binding upon SJR's successors and assigns in the ownership of the
Desert Spring Commercial Center in accordance with the terms of Section 19(v) of the Exchange
Agreement, which terms are incorporated herein by this reference.
3. This Memorandum shall be recorded against the Desert Springs Commercial
Center, the legal description of which is attached hereto as Exhibit A. This Memorandum was
prepared for the purpose of recordation only and in no way modifies provisions of Section 19(v)
of the Exchange Agreement.
4. Upon termination of the covenant described in Section 19(v) of the Exchange
Agreement in accordance with the terms thereof, City shall execute such documents as may be
856634.10 L-1
reasonably required by the then -owner of the Desert Springs Commercial Center to remove this
Memorandum from title thereto.
856634.10
[This Space Intentionally Left Blank; Signatures On The Next Page]
L-2
IN WITNESS WHEREOF, the undersigned have executed this Memorandum Re
Acquisition of Post Closing Covenant as of the date first written above.
CITY: CITY OF PALM DESERT, a California municipal
corporation
ATTEST:
City Clerk
SJR:
856634.10
By:
Name:
Its:
SANDERSON J. RAY —DESERT SPRINGS PARTNERS,
L.P., a Texas limited partnership
By: Sanderson J. Ray—DSP, a California general
partnership, its General Partner
By:
By:
L-3
Chase O. Sanderson, Jr., General Partner
Michael D. Ray, General Partner
EXHIBIT A
TO MEMORANDUM RE ACQUISITION OF POST CLOSING COVENANT
856634.10
DESERT SPRINGS COMMERCIAL CENTER LEGAL DESCRIPTION,
L-4
STATE OF CALIFORNIA
) ss.
COUNTY OF
On , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
Notary Public in and for the State of California
(SEAL)
STATE OF CALIFORNIA )
) ss.
COUNTY OF )
On , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
Notary Public in and for the State of California
(SEAL)
856634.10 L-5
STATE OF CALIFORNIA )
) ss.
COUNTY OF )
On , before me,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
Notary Public in and for the State of California
(SEAL)
STATE OF CALIFORNIA )
) ss.
COUNTY OF )
On , , before me, ,
a Notary Public in and for the State of California, personally appeared
, 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/she executed the same in his/her authorized capacity, and that by
his/her 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.
Notary Public in and for the State of California
(SEAL)
856634.10 L-6