HomeMy WebLinkAboutC36940 - Easemnt-Maint Agmt - The Retreat DW CONTRACT NO. C36940
STAFF REPORT
CITY OF PALM DESERT
Economic Development Department
MEETING DATE: April 26, 2018
PREPARED BY: Martin Alvarez, Director of Economic Development
REQUEST: Approval of an Easements and Maintenance Agreement between the
City of Palm Desert and Portola PD, LLC, Associated with The Retreat
at Desert Willow Project
Recommendation
By Minute Motion;
1. Authorize the Mayor to execute an easement and maintenance agreement with
Portola PD, LLC, associated with The Retreat at Desert Willow project.
2. Appropriate $14,000 from Desert Willow Capital Project Account Number
4414195-4809200 payable to Portola PD, LLC for one-time maintenance costs
associated with the easements.
Strategic Plan Objective
Not applicable.
Executive Summary
The approval of this item will authorize the City Manager to execute an easement and
maintenance agreement with Portola PD, LLC (also known as The Retreat at Desert Willow)
for the maintenance of various improvements required as part of The Retreat at Desert
Willow's conditions of approval. The agreement requires that The Retreat at Desert Willow
Homeowner Association (HOA) maintain the City's 4.2-acre retention basin and perimeter
landscaping, a new golf cart path easement to the Desert Willow Golf Resort, and a portion
of Desert Willow's landscaping located along the common property line on the Firecliff Golf
Course holes five and six. In return, the agreement requires that the City contribute $14,000
toward a one-time cleanup of the golf course maintenance easement and any future
maintenance.
Background Analysis
In 2015, City Council approved Development Agreement 15-15 with Portola PD, LLC for the
development of 112 condominium units on 15 acres located on the east side of Portola
Avenue, 600 feet south of Frank Sinatra Drive. This project is known as The Retreat at
April 26, 2018
Easement/Maintenance Agreement—The Retreat at DW/ City
Page 2 of 3
Desert Willow (The Retreat) and has a common property line with the Desert Willow's
Firecliff Golf Course, golf holes five and six and the City's 4.2 acre retention basin. The
Retreat project is currently under construction and approximately 20 units are nearing
completion. As part of the project's development agreement, The Retreat was required to
fulfill the following conditions:
1. Install a 6-foot high slump stone block wall along the Portola Avenue frontage of the
City's retention basin. The wall must match the color, texture, width, and flagstone
columns of the block wall to the existing Desert Willow perimeter block wall.
2. Install double metal gates to provide access from Portola Avenue to the City's
retention basin.
3. Install and maintain desert landscaping in front of the City's retention basin along the
Portola frontage.
4. Plant trees on the south side of the retention basin to screen the maintenance
building.
5. Maintain the retention basin, slopes, drywells, walls, and perimeter trees and other
underground drainage appurtenances within the retention basin. The Developer may
transfer the responsibility to the HOA.
6. Provide a one-time maintenance "clean up" of existing landscaping on the common
east/north property line adjacent to the Desert Willow Golf Resort, golf holes five and
six.
7. All homeowners (two per household) upon closing on their units automatically
become the equivalent of Academy Golf Members and Platinum Club Members at
the City-owned Desert Willow Golf Resort for a monthly fee of $75.00 and includes
the following benefits:
• Golf Academy Membership and Applicable Discounts and Benefits
• Unlimited Use of Academy Practice Facility
• Platinum Club Membership and Applicable Discounts and Benefits
• Private Golf Cart Access to the Desert Willow Clubhouse and driving ranges
(no private golf carts allowed on golf courses)
Discussion
The attached easement and maintenance agreement will allow the City and Portola PD,
LLC to memorialize the easements and maintenance areas required as part of The Retreat
at Desert Willow's conditions of approval and DA 15-15. The agreement addresses all of
the conditions listed above and identifies the location of the golf cart and maintenance
easements. The agreement also allows The Retreat to utilize the City's retention basin for
retention of storm water run-off. As part of the agreement, the City is required to contribute
$14,000 towards a one-time cleanup of the maintenance easement along the common
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April 26, 2018
Easement/Maintenance Agreement— The Retreat at DW / City
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property line adjacent to Desert Willow Firecliff Golf Course holes five and six and
maintenance of the easements in perpetuity. Once the project is completed, the
requirements of the agreement will be assigned to The Retreat's HOA. The agreement
requires that the developer/HOA secure the standard certificate of insurance, naming the
City as additionally insured.
Staff recommends approval of the easement and maintenance agreement as presented.
Fiscal Analysis
The proposed easement and maintenance agreement requires that the City contribute
toward a one-time maintenance cost of $14,000 in exchange for the developer/HOA
maintaining the City's 4-acre retention basin, the golf cart easement and the maintenance
easement located along the common property line in perpetuity. Funds for the one-time
maintenance costs are available in Desert Willow's Capital Account 441 .
LEGAL REVIEW DEPT. REVIEW FINANCIAL REVIEW CITY MANAGER
Approved as to Form
04-_Eple tek_
Robert W. Hargreaves Martin Alvarez Janet Moore Lauri Aylaian
City Attorney Economic Development `Director of Finance City Manager
Director
VENDOR: Portola PD, LLC
do Family Development Group, Inc.
73081 Fred Waring Drive
Palm Desert, CA 92270
ATTACHMENT: Easements and Maintenance Agreement
G\Econ Development\Martm Alvarez\2018\SR\DW-Retreat Easement Agr 4-26-18 cm edhts CLEAN doc
RECORDING REQUESTED BY
AND AFTER RECORDATION
RETURN TO:
Portola PD, LLC
c/o Family Development Group, Inc.
73081 Fred Waring Drive
Palm Desert, California 92260
Attn: Rudy Herrera
EASEMENTS AND MAINTENANCE AGREEMENT
RETREAT AT DESERT WILLOW
THIS EASEMENTS AND MAINTENANCE AGREEMENT (this "Agreement") is
made and entered into as of the _ day of , 2018 (the "Effective
Date"), by and between The City of Palm Desert, a California municipal
corporation (hereinafter referred to as "Grantor"), and Portola PD, LLC, a
California limited liability company (hereinafter referred to as "Grantee"). Grantor
and Grantee each may be individually referred to herein as an "Owner" and
collectively referred to herein as the "Owners".
RECITALS
WHEREAS, Grantee is the owner of fee simple title to that certain parcel of
real property of approximately 15.520 acres adjacent to Portola Road in Palm
Desert, California generally identified on Exhibit "A" (the "Depiction of Project
Area") as the 'Development Parcel' (the "Development Parcel"), which
Development Parcel is more particularly described on Exhibit "B" attached
hereto.
WHEREAS, Grantor is the owner of fee simple title to those certain parcels of
real property adjacent to or in the vicinity of the Development Parcel, being
currently utilized by Grantor as (i) a retention basin (the "Existing Basin")
generally identified on the Depiction of Project Area as the 'Retention Basin
Parcel' (the "Retention Basin Parcel"), which Retention Basin Parcel is more
particularly described on Exhibit "C-1" attached hereto, (ii) a maintenance yard
and a water treatment facility and pond generally identified on the Depiction of
Project Area as the 'City Water Treatment Parcel' (the "City Water Treatment
Parcel"), which City Water Treatment Parcel is more particularly described on
Exhibit "C-2" attached hereto, and (iii) the Desert Willow Golf Course generally
identified on the Depiction of Project Area as the 'Desert Willow Golf Course' (the
"Golf Course Parcel"), which Golf Course Parcel is more particularly described on
Exhibit "C-3" attached hereto.
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WHEREAS, Owners are the parties to that certain Development Agreement
(Retreat at Desert Willow) dated June 11, 2015 for reference purposes only and
recorded in the official records of the County of Riverside as document number
2016-0175780 concerning the development and construction of a residential
project on the Development Parcel (the "Development Agreement").
WHEREAS, Owners desire to enter into this Agreement in order to implement
various provisions of the Development Agreement and related considerations,
including (a) Grantor's granting to Grantee of various easements on, upon, over,
through and across the Retention Basin Parcel, the City Water Treatment Parcel
and the Golf Course Parcel as set forth herein, and (b) describing and
memorializing certain Grantee obligations related to the maintenance of the
Existing Basin and the Landscaping Maintenance Area (as hereafter defined).
AGREEMENT AND TERMS
NOW, THEREFORE, for $10 and other good and valuable consideration, the
receipt and sufficiency of which are hereby acknowledged, the Owners grant,
covenant and agree as follows:
1. Recitals/Definitions. The Recitals are incorporated into the body of this
Agreement by this reference. Any initially capitalized terms used herein but not
defined herein shall have the meanings ascribed to them in the Development
Agreement.
2. Drainage and Water Retention Easement. Grantor hereby grants to
Grantee, as of the Effective Date, a perpetual, appurtenant and non-exclusive
easement for general drainage and flood control purposes, and for the collection,
storage and retention of storm water and drainage discharge and runoff, on, upon,
over, through and across the Retention Basin Parcel, including, without limitation,
accommodating storm water flows from the Development Parcel and the right to
use the Existing Basin for the collection, storage and retention of storm water and
drainage discharge and runoff (the "Drainage and Water Retention Easement").
The Drainage and Water Retention Easement shall include the right of the
Grantee Parties (as hereafter defined), and their contractors, consultants,
engineers, agents and representatives, to construct, install and utilize, and to
maintain, repair and replace, any and all drain channels, sub-surface pipes and
related infrastructure and facilities reasonably required by Grantee to utilize the
Existing Basin as contemplated. Except as otherwise expressly set forth herein,
the Drainage and Water Retention Easement is for the use and benefit of
Grantee, and any and all successors and transferees of Grantee's interest in or to
all or a portion of the Development Parcel, including, without limitation, any
homeowner's association established with respect to the residential development
project being constructed on the Development Parcel ("HOA"), the owners of the
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Units constructed on the Development Parcel ("Unit Owners") and any lender that
acquires an interest in and to all or any portion of the Development Parcel
(collectively, with Grantee, the "Grantee Parties").
3. Covenants Regarding Retention Basin. Grantor covenants and agrees
with Grantee, as of the Effective Date and in perpetuity, that Grantor (a) will
continue to utilize the Retention Basin Parcel primarily for general drainage and
flood control purposes, and for the collection, storage and retention of storm water
and drainage discharge and runoff, (b) will not materially alter the Existing Basin to
the material detriment of the Grantee Parties, and (c) will not take any actions or
fail to take any actions that will result in any material decrease in the storage
capacity of the Existing Basin to the material detriment of the Grantee Parties.
4. General Retention Basin Parcel Easement. Grantor hereby grants to
Grantee, as of the Effective Date, a perpetual, appurtenant and non-exclusive
easement for access, use, construction, installation, maintenance, repair and
replacement purposes on, upon, over, through and across the Retention Basin
Parcel (the "General Retention Basin Parcel Easement"), for the purposes of (i)
planting and installing the Retention Basin Trees, (ii) constructing the Block Wall,
(iii) installing the double metal gates (as described in the Development
Agreement), (iv) installing, irrigating and maintaining the Block Wall Landscaping
(the "Block Wall Landscaping Obligation"), and (v) maintaining and repairing
the Retention Basin, including the Retention Basin Trees and the slopes, drywells,
walls and other underground drainage appurtenances associated with the Existing
Basin, including a quarterly clean-up obligation, in a commercially reasonable
manner (the "Retention Basin Maintenance Obligations"). The General
Retention Basin Parcel Easement is for the use and benefit of the Grantee
Parties, and the Grantee Parties shall have the right to utilize their contractors,
consultants, engineers, agents and representatives to perform any construction,
installation, maintenance, repair, replacement and related work and obligations
upon the Retention Basin Parcel. Grantee's Block Wall Landscaping Obligation,
Grantee's Retention Basin Maintenance Obligations, any Golf Cart Path
Maintenance Obligations (as hereafter defined), the Landscape Maintenance Area
Work (as hereafter defined), any Grantee obligation to provide insurance or
reimburse City for insurance (and any other insurance related obligations)
pursuant to this Agreement and any indemnity and related obligation of Grantee
set forth in this Agreement (collectively, the "Grantee Obligations") may be
assigned to the HOA and/or included as an HOA obligation under the CC&Rs. To
the extent any Grantee Obligations are assigned to the HOA and/or included as
an HOA obligation under the CC&Rs, Grantee shall be released from such
Grantee Obligations and shall have no further responsibility therefor.
5. Golf Cart Path Easement. Grantor hereby grants to Grantee, as of the
Effective Date, a perpetual, appurtenant and non-exclusive easement (the "Golf
Cart Path Easement") for access, use, construction, installation, maintenance,
repair and replacement purposes on, upon, over, through and across those
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certain portions of the Retention Basin Parcel and the City Water Treatment
Parcel depicted and identified on Exhibit "D" attached hereto as the Cart Path
Easement Area (the "Golf Cart Path Easement Area"), which Golf Cart Path
Easement Area is more particularly described in Exhibit "D-1" attached hereto,
for the purposes of (i) only golf cart access directly to, from and between the
Development Parcel and the Desert Willow Golf Resort Clubhouse and Golf
Academy and associated public streets, but not otherwise on the cart paths on the
golf courses, and (ii) constructing, installing, maintaining, repairing and replacing
the golf cart paths within the Golf Cart Path Easement Area and any other
improvements related thereto or associated therewith (the "Golf Cart Path
Maintenance"). Grantee shall maintain the Golf Cart Path Easement in a
commercially reasonable manner. Pedestrians will not be permitted on the Golf
Cart Path Easement. Grantee may, on a temporary and non-exclusive basis, and
without interfering with Grantor's operations thereon, utilize other portions of the
Retention Basin Parcel and the City Water Treatment Parcel to construct, install,
maintain, repair and replace golf cart paths and any other improvements related
thereto or associated therewith ("Golf Cart Easement Work"). The Grantee
Parties shall have the right to utilize their contractors, consultants, engineers,
agents and representatives to perform any Golf Cart Path Maintenance and any
Golf Cart Easement Work. Subject to the foregoing, the Golf Cart Path Easement
is for the use and benefit, on a Unit by Unit and time of determination basis, of
one Unit Owner and no more than three other guests or co-owners of the subject
Unit ("Authorized Users") so that the golf cart being used by the Unit Owner in
the exercise of the rights granted by the Golf Cart Path Easement does not
exceed the lesser of 4 occupants or the seating capacity of such golf cart. The
golf cart access provided pursuant to the Golf Cart Path Easement shall be fenced
or walled in a reasonable manner to prevent unauthorized access to adjoining
properties. Grantee shall install a locking card-only electric-swing gate on its
property at the terminus of the Golf Cart Path Easement. Such gate shall restrict
entrance onto the Golf Cart Path Easement solely to persons entitled hereby to
use it.
6. Golf Course Easement and Landscape Maintenance Area Easement.
Grantor hereby grants to Grantee, as of the Effective Date, a perpetual,
appurtenant and non-exclusive easement for use, access, ingress and egress on,
upon, over, through and across (a) those certain existing golf cart paths on and
over the Golf Course Parcel depicted on Exhibit "E" for travel to and from the
Golf Resort Clubhouse and Golf Academy only (the "Golf Course Easement"),
and (b) that certain sloped portion of the Golf Course Parcel depicted on Exhibit
"F" and identified as the 'Scope of Work Area' thereon (the "Landscape
Maintenance Area") for purposes of performing the Landscape Maintenance Area
Work (as hereafter defined) (the "Landscape Maintenance Area Easement").
Except for the rights arising from the Golf Course Easement, Unit Owner golf carts
will not be allowed on other golf cart paths of the Desert Willow Golf Resort and
associated golf courses. The Golf Course Easement is for the use and benefit of
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Authorized Users. The use and exercise of the rights conferred by the Golf
Course Easement by Authorized Users shall be subject to any reasonable rules
and regulations generally applicable to all golf carts using the underlying golf
paths. Further, Authorized Users' use will be subject to the same reasonable
rules and restrictions as apply to the general public with respect to hours of use,
and such use may be curtailed or eliminated during special events. The
"Landscape Maintenance Area Work" means Grantee's obligation to keep and
maintain the Landscape Maintenance Area in a commercially reasonable manner
consistent with the requirements of this Agreement. Upon full execution of this
Agreement, Grantor shall make a one-time payment to Grantee of fourteen
thousand dollars ($14,000) to help defray the cost of Landscape maintenance.
The Landscape Maintenance Area Easement is for the use and benefit of the
Grantee Parties, and the Grantee Parties shall have the right to utilize their
contractors, consultants, engineers, agents and representatives to perform any
construction, installation, maintenance, repair, replacement and related work and
obligations upon the Landscape Maintenance Area.
7. Grantee Work Obligations. All improvements constructed and work
performed by or for the Grantee Parties on or about the Golf Course Parcel, the
Retention Basin Parcel and the City Water Treatment Parcel, including, without
limitation, the Block Wall Landscaping Obligation, the Landscape Maintenance
Area Work, Retention Basin Maintenance Obligations, Golf Cart Path
Maintenance, Golf Cart Easement Work and any improvements Grantee and the
Grantee Parties have the right or obligation to construct or install thereon
(collectively, "Easement Work and Improvements") shall be performed in a good
and workmanlike and lien-free manner, consistent with applicable City standards
to ensure their continued functioning as intended and, as and when applicable, in
accordance with plans approved by the City, the Development Approvals, the
Existing Land Use Regulations and, subject to the terms of the Development
Agreement, any other applicable laws, rules and regulations.
8. Insurance. Without limiting Grantee's indemnification of Grantor as set
forth herein, and prior to use of any of the easements granted by this Agreement
(collectively, the "Easements"), Grantee shall obtain, provide and maintain at its
own expense during the term of this Agreement, policies of insurance of the type
and amounts described below and in a form that is reasonably satisfactory to
Grantor.
8.1 General Liability Insurance. Grantee shall maintain commercial
general liability insurance with coverage at least as broad as Insurance Services
Office form CG 00 01, in an amount not less than $5,000,000 per occurrence,
$6,000,000 general aggregate, for bodily injury, personal injury, and property
damage. The policy must include contractual liability that has not been amended.
Any endorsement restricting standard ISO "insured contract" language will not be
accepted.
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8.2 Automobile Liability Insurance. Contractors (as defined in Section
8.17) shall maintain automobile insurance at least as broad as Insurance Services
Office form CA 00 01 covering bodily injury and property damage for all activities
of the Grantee arising out of or in connection with Work to be performed under
this Agreement, including coverage for any owned, hired, non-owned or rented
vehicles, in an amount not less than $1,000,000 combined single limit for each
accident. If Grantee maintains automobile liability insurance, then Grantee shall
provide the same endorsements required of other coverages in this section.
8.3 Umbrella or Excess Liability Insurance. Grantee may opt to
utilize umbrella or excess liability insurance in meeting insurance requirements. In
such circumstances, Grantee shall obtain and maintain an umbrella or excess
liability insurance policy with limits that will provide bodily injury, personal injury
and property damage liability coverage at least as broad as the primary coverages
set forth above, including commercial general liability and employer's liability.
Such policy or policies shall include the following terms and conditions:
(a) A drop down feature requiring the policy to respond if any
primary insurance that would otherwise have applied proves to be uncollectible in
whole or in part for any reason;
(b) Pay on behalf of wording as opposed to reimbursement;
(c) Concurrency of effective dates with primary policies; and
(d) Policies shall "follow form" to the underlying primary policies.
Insureds under primary policies shall also be insureds under the umbrella or
excess policies.
8.4 Workers' Compensation Insurance. Grantee shall maintain
Workers' Compensation Insurance (Statutory Limits) and Employer's Liability
Insurance (with limits of at least $1,000,000). Grantee shall submit to City, along
with the certificate of insurance, a Waiver of Subrogation endorsement in favor of
the City of Palm Desert, its officers, agents, employees and volunteers.
8.5 Proof of Insurance. Grantee shall provide certificates of insurance
to City as evidence of the insurance coverage required herein, along with a waiver
of subrogation endorsement for workers' compensation. Insurance certificates
and endorsements must be approved by City's Risk Manager prior to
commencement of performance of any work within the Easements, which
approval shall not be unreasonably withheld, conditioned or delayed. Current
certification of applicable insurance shall be kept on file with City at all times
during the term of this Agreement. City reserves the right to require complete,
certified copies of all required insurance policies, at any time.
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8.6 Duration of Coverage. Grantee shall procure and maintain or
cause to be procured and maintained for the duration of this Agreement or the
duration of any Easement Work and Improvements, the insurance policies
required by this Section 8.
8.7 Primary/Non-Contributing. Coverage provided by Grantee shall be
primary and any insurance or self-insurance procured or maintained by City shall
not be required to contribute with it. The limits of insurance required herein may
be satisfied by a combination of primary and umbrella or excess insurance. Any
umbrella or excess insurance shall contain or be endorsed to contain a provision
that such coverage shall also apply on a primary and non-contributory basis for
the benefit of City before the City's own insurance or self-insurance shall be called
upon to protect it as a named insured.
8.8 City's Rights of Enforcement. In the event any policy of insurance
required under this Agreement does not comply with these specifications, or is
canceled and not replaced, City has the right, but not the duty, to obtain the
insurance it deems necessary and any premium paid by City will be promptly
reimbursed by Grantee. City may cancel this Agreement with thirty (30) days prior
notice to Grantee if any policy of insurance required under this Agreement does
not comply with these specifications or is canceled and not replaced.
8.9 Acceptable Insurers. All insurance policies shall be issued by an
insurance company currently authorized by the Insurance Commissioner to
transact business of insurance or is on the List of Approved Surplus Line Insurers
in the State of California, with an assigned policyholders' Rating of A- (or higher)
and Financial Size Category Class VII (or larger) in accordance with the latest
edition of Best's Key Rating Guide, unless otherwise approved by the City's Risk
Manager.
8.10 Waiver of Subrogation. All insurance coverage maintained or
procured pursuant to this agreement shall be endorsed to waive subrogation
against the City of Palm Desert, its elected or appointed officers, agents, officials,
employees and volunteers, or shall specifically allow Grantee or others providing
insurance evidence in compliance with these specifications to waive their right of
recovery prior to a loss. Grantee hereby waives its own right of recovery against
the City of Palm Desert, and shall require similar written express waivers and
insurance clauses as set forth in this Section 8.10 from each of its contractors and
subcontractors.
8.11 Enforcement of Contract Provisions (non estoppel). Grantee
acknowledges and agrees that any actual or alleged failure on the part of the City
to inform Grantee of non-compliance with any requirement imposes no additional
obligations on the City nor does it waive any rights of City hereunder.
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8.12 Requirements Not Limiting. Requirements of specific coverage
features or limits contained in this Section are not intended as a limitation on
coverage, limits or other requirements, or a waiver of any coverage normally
provided by any insurance. Specific reference to a given coverage feature is for
purposes of clarification only as it pertains to a given issue and is not intended by
any party or insured to be all inclusive, or to the exclusion of other coverage, or a
waiver of any type. If the Grantee maintains higher limits than the minimums
shown above, Grantor requires and shall be entitled to coverage for the higher
limits maintained by the Grantee. Any available insurance proceeds in excess of
the specified minimum limits of insurance and coverage shall be available to the
City.
8.13 Notice of Cancellation. Grantee agrees to oblige its insurance
agent or broker and insurers to provide to City with a thirty (30) day notice of
cancellation (except for nonpayment for which a ten (10) day notice is required) or
nonrenewal of coverage for each required coverage.
8.14 Additional Insured Status. General liability and automobile liability
policies shall provide or be endorsed to provide that the City of Palm Desert and
its officers, officials, employees, agents, and volunteers shall be additional
insureds under such policies. This provision shall also apply to any
excess/umbrella liability policies.
8.15 Prohibition of Undisclosed Coverage Limitations. None of the
coverages required herein will be in compliance with these requirements if they
include any limiting endorsement of any kind that has not been first submitted to
City and approved of in writing.
8.16 Separation of Insureds. A severability of interests provision must
apply for all additional insureds ensuring that Grantee's insurance shall apply
separately to each insured against whom claim is made or suit is brought, except
with respect to the insurer's limits of liability. The policy(ies) shall not contain any
cross-liability exclusions.
8.17 Pass Through Clause. Grantee agrees to ensure that, except for
the requirement to provide umbrella or excess liability coverage pursuant to
Section 8.3, its contractors, consultants, subconsultants, subcontractors and any
other party performing any work within the Easements for Grantee (collectively
"Contractors") provide the same insurance coverage and endorsements required
of Grantee, except that the minimum CGL coverage shall be $1,000,000 per
occurrence and $2,000,000 general aggregate. Grantee agrees to monitor and
review all such coverage and assumes all responsibility for ensuring that such
coverage is provided in conformity with the requirements of this section. Grantee
agrees that upon request, all agreements with consultants, subcontractors, and
others engaged in the project will be submitted to City for review.
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8.18 City's Right to Revise Specifications. The City reserves the right
at any time during the term of this Agreement to change the amounts and types of
insurance (provided such changes are commercially reasonably and available in
the marketplace) required by giving the Grantee ninety (90) days advance written
notice of such change. If such change results in substantial additional cost to the
Grantee, the City and Grantee may negotiate Grantee's compensation.
8.19 Self-Insured Retentions. Any self-insured retentions must be
declared to and approved by Grantor. City reserves the right to require that self-
insured retentions be eliminated, lowered, or replaced by a deductible. Self-
insurance will not be considered to comply with these specifications unless
approved by City.
8.20 Timely Notice of Claims. Grantee shall give City prompt and timely
notice of claims made or suits instituted that arise out of or result from Grantee's
performance under this Agreement, and that involve or may involve coverage
under any of the required liability policies.
8.21 Additional Insurance. Grantee shall also procure and maintain, at
its own cost and expense, any additional kinds of insurance, which in its own
judgment may be necessary for its proper protection and prosecution its
obligations hereunder.
8.22 Insurance Limits Adjustment. The insurance limits required herein
shall be adjusted, at five-year intervals, in accordance with changes in the
Consumer Price Index.
8.23 Safety. Grantee shall execute and maintain its work so as to avoid
injury or damage to any person or property. In carrying out its obligations
hereunder, the Grantee shall at all times be in compliance with all applicable local,
state and federal laws, rules and regulations, and shall exercise all reasonable
and necessary precautions for the safety of employees appropriate to the nature
of the work and the conditions under which the work is to be performed. Safety
precautions, where applicable, shall include, but shall not be limited to: (a)
adequate life protection and lifesaving equipment and procedures; (b) instructions
in accident prevention for all employees and subcontractors, such as safe
walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space
procedures, trenching and shoring, equipment and other safety devices,
equipment and wearing apparel as are necessary or lawfully required to prevent
accidents or injuries; and (c) adequate facilities for the proper inspection and
maintenance of all safety measures.
9. Indemnification. Grantee Parties and Authorized Users (collectively
"Easement Users") agree that Easement Users enter the Easements at
Easement User's sole cost and risk. Grantee agrees to indemnify, defend, with
counsel chosen by the City, and hold harmless the City, and/or the City's Affiliates
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from all losses, costs, claims or expenses (including, without limitation, all
expenses of investigation and defense of any such claim or action, including
reasonable attorneys' fees and costs) arising out of Easement Users' use of the
Easements. Grantee Parties hereby release the City, and/or the City's Affiliates
from any claims losses, costs (including reasonable attorneys' fees), damages,
actions or expenses arising out of Grantee Parties' use of the Easements.
10. Performance Bond. To ensure faithful performance of all terms of the
Agreement with respect to construction of the initial Easement Work and
Improvements, Grantee agrees to provide performance and labor and material
bonds, each in sum reasonably approved by the City and duly executed with a
surety company in the form and containing contents acceptable to City, the
premium to be paid by Grantee.
11. Prevailing Wages. By its execution of this Agreement, Grantee certifies
that it is aware of the requirements of California Labor Code Sections 1720 et seq.
and 1770 et seq., as well as California Code of Regulations, Title 8, Section
16000 et seq. ("Prevailing Wage Laws"), which require the payment of prevailing
wage rates and the performance of other requirements on certain "public works"
and "maintenance" projects. If and to the extent that any of the Easement Work
and Improvements are an applicable "public works" or "maintenance" project, as
defined by the Prevailing Wage Laws, Grantee agrees to (a) fully comply with
such Prevailing Wage Laws, and (b) make copies of the prevailing rates of per
diem wages for each craft, classification or type of worker needed to execute the
Easement Work and Improvements available to interested parties upon request,
and shall post copies at the Grantee's principal place of business and the project
site. It shall be mandatory upon the Grantee to comply with all California Labor
Code provisions, which include but are not limited to prevailing wages (Labor
Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code
Section 1777.5), certified payroll records (Labor Code Section 1776), hours of
labor (Labor Code Sections 1813 and 1815), public works contractor registration
(Labor Code Sections 1725.5 and 1771.1) and debarment of contractors and
subcontractors (Labor Code Sections 1777.1) with respect to the Easement Work
and Improvements. Grantee shall be solely responsible for determining the
applicability of the Prevailing Wage Laws and the City makes no representations
as to the applicability or non-applicability of the Prevailing Wage Laws to the
Easement Work and Improvements. Grantee shall defend, indemnify and hold
the City, its elected officials, officers, members, employees and agents free and
harmless from any claims, liabilities, costs, penalties or interest arising out of any
failure or alleged failure of Grantee or its contractors, consultants, engineers,
agents or representatives to comply with the Prevailing Wage Laws.
Notwithstanding the foregoing, the parties acknowledge and agree that the Project
is a private residential project being built on private property and not being built
pursuant to an agreement with a state agency, a redevelopment agency or a local
public housing authority.
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12. Hazardous Materials.
12.1 For purposes of the Easements, the term "Hazardous Substance"
means: (i) any substance, product, waste or other material of any nature
whatsoever which is or becomes listed, regulated, or addressed pursuant to any
federal, state, or local statute, law, ordinance, resolution, code, rule, regulation,
order or decree regulating, relating to, or imposing liability or standards of conduct
concerning, any hazardous or toxic substances now or at any time hereafter in
effect ("Environmental Laws"); (ii) any substance, product, waste or other
material of any nature whatsoever which may give rise to liability under any
Environmental Laws or under any statutory or common law theory based on
negligence, trespass, intentional tort, nuisance or strict liability or under any
reported decisions of a state or federal court; (iii) petroleum or crude oil other than
petroleum and petroleum products which are contained within regularly operated
motor vehicles; and (iv) asbestos.
12.2 Grantee Parties shall not use, store or otherwise possess, in or
about the Easements and in violation of any Environmental Laws, any Hazardous
Substances. Grantee agrees to indemnify, defend, with counsel chosen by the
Grantor, protect and hold harmless the Grantor, and/or the Grantor's Affiliates
from and against all claims, actual damages (including, without limitation, special
and consequential damages), punitive damages, injuries, costs, response costs,
losses, demands, debts, liens, liabilities, causes of action, suits, legal or
administrative proceedings, interest, fines, charges, penalties and expenses
(including, without limitation, attorneys' and expert witness' fees and costs
incurred in connection with defending against any of the foregoing or in enforcing
this indemnity) of any kind whatsoever paid, incurred or suffered by, or asserted
against, any indemnified party directly or indirectly (collectively, "Claims") arising
from or attributable to the presence of, or any repair, cleanup or detoxification, or
preparation and implementation of any removal, remedial, response, closure or
other plan concerning any Hazardous Substance placed on, under or about the
Easements by Easement Users, regardless of whether undertaken due to
governmental action. To the fullest extent permitted by law, the foregoing
indemnification shall apply regardless of the fault, active or passive negligence,
breach of warranty or contract of the Grantor; provided, however, that in no event
or circumstance shall such indemnification obligation cover or apply in any manner
whatsoever to any Claims arising from or in connection with any Hazardous
Substances that (a) existed or were present on, under or about on the Easements,
the Retention Basin Parcel, the City Water Treatment Parcel or the Golf Course
Parcel prior to the Effective Date, or (b) were not placed on, under or about the
Easements by any of the Easement Users, Grantee Parties, or their contractors or
agents. The foregoing indemnity is intended to operate as an agreement pursuant
to section 107, subdivision (e) of CERCLA, 42 United States Code section 9607,
subdivision (e) and to California Health and Safety Code section 25364, to insure,
protect, hold harmless and indemnify the Grantor from any liability pursuant to
such sections.
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12.3 Grantee Parties shall, within reasonable time following the discovery
by any of the Grantee Parties of the presence or believed presence or release or
imminent release of any Hazardous Substance on, under or about the Easements
that are or will be in violation of Environmental Laws and that were placed on,
under or about the Easements by any of the Easement Users, Grantee Parties, or
their contractors or agents give written notice of such discovered condition to
Grantor. The failure to make any such disclosure in a timely manner as and when
required hereunder may subject Grantee Parties to a default on this Agreement in
addition to actual damages and other remedies provided by law.
13. The Owners hereby acknowledge and agree that this Agreement shall be
irrevocable and shall be recorded in the official real estate records of Riverside
County, California.
14. The Owners further acknowledge and agree that the easements and
responsibilities set forth herein are appurtenant to and benefit, encumber and
burden the Development Parcel, encumber and burden the Retention Basin
Parcel, the City Water Treatment Parcel and the Golf Course Parcel, run with the
land, and shall inure to the benefit of and be binding upon the Owners and their
respective heirs, successors, and/or assigns. Upon transfer to HOA of Grantee's
interest in the common area within the HOA, HOA shall assume all of Grantee's
obligations and responsibilities under this Agreement, including the insurance
obligations (Section 8) and the indemnity obligations (Section 9), and Grantee
shall be released from such obligations and responsibilities.
15. This Agreement shall not be amended, modified, canceled, supplemented,
superseded, revoked or terminated except by a written instrument signed by or on
behalf of the Owners and recorded in the official real estate records of Riverside
County, California. Notwithstanding the foregoing, the HOA shall have the right to
execute any amendment of this Agreement on behalf of any Unit Owner, other
than the initial Grantee, that is a member of the HOA.
16. No waiver of any breach of this Agreement shall be deemed a waiver of
any preceding or succeeding breach thereof, or of any other covenant or provision
herein contained.
17. This Agreement may be executed in one or more counterparts. All such
separate counterparts together shall constitute one and the same instrument.
Each Owner agrees to execute and deliver all further documents and instruments
and to take all further actions that are reasonably necessary or appropriate to
effectuate the purposes of this Agreement.
18. If an Owner institutes legal proceedings to determine or enforce its legal
rights arising hereunder or in connection herewith, the prevailing party shall be
entitled to reasonable attorneys' fees and costs, expert fees and costs, court
costs, cost of investigation and other related expenses in connection therewith.
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19. This Agreement shall be construed, interpreted and applied in accordance
with the laws of the State of California. If any term or provision of this Agreement
is ever determined to be invalid or unenforceable for any reason, that term or
provision shall be severed from this Agreement without affecting the validity or
enforceability of the remainder of this Agreement.
20. This Agreement, including the Recitals set forth herein above and the
Exhibits attached hereto, each of which are intended to be a part of and
incorporated into the substance of this Agreement, contains all of the terms
agreed upon by the Owners with respect to the subject matter hereof and
supersedes all prior understandings and agreements with respect thereto. This
Agreement shall be deemed to be jointly drafted and construed in accordance with
its plain meaning, without regard to any presumption or other rule of construction
favoring either Owner.
21. Each Owner represents to the other Owner that it has the legal right, power
and authority to enter into this Agreement, and that this Agreement will be a
binding obligation of such Owner (with the intent that it bind the successors,
assigns and transferees thereof).
IN WITNESS WHEREOF, the Owners have executed this Easements and
Maintenance Agreement as of the Effective Date.
GRANTOR:
City of Palm Desert
Sabby Jonathan, Mayor
Attest:
Rachelle Klassen, City Clerk
GRANTEE:
Portola PD, LLC
a California limited liability company
by:
Rudy C. Herrera, Manager
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A notary public or other officer completing this certificate verifies only the identity of the
individual who signed the document to which this certificate is attached, and not the
truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE )
On , before me,
Notary Public, personally appeared , who
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.
I certify under PENALTY OF PERJURY under the laws of the State
of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature: (seal)
A notary public or other officer completing this certificate verifies only the identity of the
individual who signed the document to which this certificate is attached, and not the
truthfulness, accuracy, or validity of that document.
STATE OF CALIFORNIA
COUNTY OF RIVERSIDE
On before me,
Notary Public, personally appeared , who
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.
I certify under PENALTY OF PERJURY under the laws of the State
of California that the foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature: (seal)
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