HomeMy WebLinkAboutRes OB-180 (2)BY OVERSIGHT BOARD
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STAFF REPORT VERIFIED BY aS.S-t-�-���
OVERSIGHT BOARD TO Teal on file with City Clerk's.Office
SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY
MEETING DATE:
SUBMITTED BY:
REQUEST:
Recommendation
June 4, 2018
Veronica Tapia, Senior Management Analyst
ADOPT OVERSIGHT BOARD RESOLUTION NO. OB- 18o
APPROVING THE ASSIGNMENT OF THE SUCCESSOR
AGENCY'S INTERESTS AND OBLIGATIONS UNDER A
DISPOSITION AND DEVELOPMENT AGREEMENT AND
RELATED DOCUMENTS FOR THE MCCALLUM THEATRE
PROPERTY AND TAKING OTHER RELATED ACTIONS
By Minute Motion that the Oversight Board:
Waive further reading and adopt Resolution No. OB-180 approving the
assignment of the Successor Agency's obligations, rights and interests under a
Disposition and Development Agreement, a Lease, Sublease and other
documents relating to the McCallum Theatre property from the Successor Agency
to the City of Palm Desert.
Executive Summary
In 2001, the former Palm Desert Redevelopment Agency executed documents relating to
a Disposition and Development Agreement, a lease, and a sublease as a means of
ensuring that the McCallum Theatre -- a respected and important regional performing arts
and cultural facility -- would continue to operate at its location in the former
Redevelopment Agency's Project Area No. 1. These agreements remain in effect and
bind the Successor Agency, as the successor to the former Redevelopment Agency.
Background
The McCallum Theatre, located at 73-000 Fred Waring Drive, is an important performing
arts and cultural venue in the City of Palm Desert and the Coachella Valley region. The
Theatre is operated by Friends of the Cultural Center, Inc., a California nonprofit public
benefit corporation.
In 2001, having determined that the continued operation of the Theatre at its present
location would assist in the revitalization of Project Area No. 1, encourage private sector
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)
Staff Report
Assignment of McCallum Theatre Lease and Related Actions
June 4, 2018
Page 2of2
investment and create employment opportunities in the Project Area, the former
Redevelopment Agency entered into agreements with Friends of the Cultural Center, Inc.
and executed related documents.
Pursuant to such documents, the former Redevelopment Agency assumed
responsibilities as the tenant of the Theatre property and, in turn, subleased the property
to Friends of the Cultural Center, for the rent of $1.00 per year. The arrangement serves
to ensure that a performance arts facility would remain at its present location in the City
until March 1, 2049, the end of the lease term.
These agreements remain in effect and bind the Successor Agency, as the successor to
the former Redevelopment Agency. Staff recommends that the Board approve the
assignment of the Successor Agency's obligations, rights and interests under these
documents to the City, as part of the wind -down of the former Redevelopment Agency's
affairs. The City will pay $50.00 to the Successor Agency in consideration for such
assignment.
Staff recommends that the Board approve the assignment of the Successor Agency's
obligations, rights and interests under these documents to the City, in furtherance of the
Successor Agency's task to wind -down the former Redevelopment Agency's affairs.
Fiscal Analysis
The assignment of the Successor Agency's interests under the Theatre documents to the
City is an effective way to: (i) terminate the Successor Agency's liabilities and obligations
under such documents and (ii) continue to ensure that the Theatre remains at its present
location to serve its function as an important performance arts and cultural center for the
City and the region -- thereby encouraging private sector investment, creating
employment opportunities in Project Area No. 1, and increasing revenues to the taxing
entities.
LEGAL REVIEW DEPT. REVIEW
N/A
Reveiwed by RWG
Robert W. Hargreaves
City Attorney
CONTENTS:
Martin Alvarez
Director of Economic
Development
FINANCIAL REVIEW CITY MANAGER
t Moore
Director of Finance
Jkae 7/-
Lauri Aylaian
Executive Director
Resolution No. OB-180
Draft Assignment and Assumption Agreement, between the
Successor Agency and the City of Palm Desert
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RESOLUTION NO. OB - 180
A RESOLUTION OF THE OVERSIGHT BOARD OF THE SUCCESSOR
AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY
APPROVING THE ASSIGNMENT OF THE SUCCESSOR AGENCY'S
INTERESTS AND OBLIGATIONS UNDER A DISPOSITION AND
DEVELOPMENT AGREEMENT AND RELATED DOCUMENTS FOR THE
MCCALLUM THEATRE PROPERTY AND TAKING OTHER RELATED
ACTIONS
RECITALS:
A. The McCallum Theatre (the "Theatre"), located at 73-000 Fred Waring Drive
(the "Property"), is an important performing arts and cultural venue in the City of Palm
Desert (the "City") and the Coachella Valley region; and
B. The Theatre is operated by Friends of the Cultural Center, Inc., a California
nonprofit public benefit corporation (the "Center"); and
C. The Property is located within one of the project areas of the former Palm
Desert Redevelopment Agency (the "Former Agency"), designated Project Area No. 1,
As Amended (the "Project Area"); and
D. Having determined that the continued operation of the Theatre at its present
location would assist in the revitalization of the Project Area, encourage private sector
investment and create employment opportunities in the Project Area, in 2001, the Former
Agency entered into agreements with the Center and executed related documents
(collectively, the "Theatre Documents"); and
E. Among the Theatre Documents are a Disposition and Development
Agreement, dated as of June 28, 2011, an Amendment and Assignment of Ground Lease,
dated as of July 26, 2001, a Lease, dated as of July 26, 2001 (the "Lease") and a
Sublease, dated as of July 26, 2001 (the "Sublease"); and
F. Pursuant the Theatre Documents, the Former Agency assumed
responsibilities as the tenant under the Lease, and the Center agreed to pay rent of $1.00
per year as the subtenant under the Sublease; and
G. The Theatre Documents serve to ensure that a performance arts facility
would remain at the Property — to serve the Project Area, the City and the region — until
March 1, 2049, the end of the term of the Lease and Sublease; and
H. The Theatre Documents remain in the effect and bind the Successor
Agency to the Palm Desert Redevelopment Agency (the "Successor Agency") as the
successor to the Former Agency.
I. In furtherance of the Successor Agency's task to wind -down the Former
Agency's affairs, there has been prepared the form of an Assignment and Assumption
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Resolution No. OB- 180
Agreement (the "Assignment Agreement"), to be entered into by the Successor Agency
and the City, whereby the Successor Agency will assign all of its obligations, rights and
interests under the Theatre Documents to the City, in consideration for the City's payment
of $50.00; and
J. Pursuant to Section 34181(e), upon the direction of the Oversight Board of
the Successor Agency, the Successor Agency may terminate its participation in an
arrangement with any private party if such termination would reduce liability and increase
revenues to taxing entities and would be in the best interests of the taxing entities; and
K. The assignment of the Successor Agency's interests under the Theatre
Documents to the City and the implementation of the Assignment Agreement are an
effective way to: (i) terminate the Successor Agency's liabilities and obligations under the
Theatre Documents and (ii) continue to ensure that the Theatre would remain at the
Property to serve its function as an important performance arts and cultural center for the
City and the region -- thereby encouraging private sector investment, creating
employment opportunities in the Project Area, and increasing revenues to the taxing
entities of the Project Area;
NOW, THEREFORE, THE OVERSIGHT BOARD OF THE SUCCESSOR AGENCY TO
THE PALM DESERT REDEVELOPMENT AGENCY DOES HEREBY RESOLVE,
DETERMINE AND ORDER AS FOLLOWS:
Section 1. The above recitals are true and correct and are a substantive part of
this Resolution.
Section 2. The Oversight Board hereby approves and directs: (i) the Successor
Agency's assignment of its obligations, rights and interests under the Theatre Documents
to the City; and (ii) the Successor Agency's execution and delivery of the Assignment
Agreement, substantially in the form of Exhibit A hereto.
Section 3. For the purposes of HSC Section 34181(e), the Oversight Board
hereby finds and determines that the Successor Agency's execution and delivery of the
Assignment Agreement (under which the City will assume the Successor Agency's
obligations under the Theatre Documents, and will pay $50 in consideration of the
assignment thereunder): (i) would reduce liabilities and increase net revenues to the
taxing entities, and (ii) are in the best interests of the taxing entities.
-2-
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Resolution No. OB-180
Section 4. The members of this Oversight Board and the staff of the Successor
Agency are hereby authorized, jointly and severally, to do all things which they may deem
necessary or proper to effectuate the purposes of this Resolution and the Assignment
Agreement.
PASSED, APPROVED and ADOPTED this 4th day of June, 2018.
AYES:
NOES:
ABSENT:
ABSTAIN:
ATTEST:
SUSAN MARIE WEBER, CHAIR
RACHELLE D. KLASSEN, SECRETARY
OVERSIGHT BOARD OF THE SUCCESSOR AGENCY
TO PALM DESERT REDEVELOPMENT AGENCY
-3-
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RESOLUTION NO. OB - 180
EXHIBIT A
ASSIGNMENT AND ASSUMPTION AGREEMENT
(substantial final form)
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RESOLUTION NO. OB — 180
RECORDING REQUESTED BY:
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92660
And when recorded return to:
City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92660
Attn: City Manager
With a copy to:
Richards, Watson & Gershon
355 S. Grand Ave., 40th Floor
Los Angeles, CA 90071
Attn: Jim G. Grayson, Esq.
SPACE ABO['E THIS' LIAT FOR RbrORUER ;S (SSE
This Assignment and Assumption Agreement is exempt from
Recording Fees pursuant to California Government Code Sections 6103 and 27383
ASSIGNMENT AND ASSUMPTION AGREEMENT
(McCallum Theatre)
This ASSIGNMENT AND ASSUMPTION AGREEMENT (the "Agreement"), is dated as
of , 2018, and is entered into by and between the SUCCESSOR AGENCY TO
THE PALM DESERT REDEVELOPMENT AGENCY (the "Successor Agency"), and the CITY
OF PALM DESERT, a California municipal corporation (the "City").
RECITALS
A. The former Palm Desert Redevelopment Agency (the "Former Agency"), Friends
of the Cultural Center, Inc. (the "Center"), McCallum Theatre Foundation, Inc. (the "Foundation"),
and Desert Community College District (the "College"), entered into that certain Disposition and
Development Agreement, dated as of June 28, 2001 and pertaining to that certain property
described in Exhibit A attached hereto (the "DDA").
B. Pursuant to the DDA, the Former Agency was assigned and assumed certain of the
rights and obligations of the Center in that certain ground lease by and between the College and
the Center dated as of March 2, 1983 (as amended, the "Ground Lease") pursuant to that certain
Amendment and Assignment of Ground Lease among the College, the Former Agency and the
Center, and dated as of July 26, 2001 (and as described in that certain Memorandum of
Assignment, Lease and Sublease dated July 26, 2001 and recorded as document 2001-347794 in
the official records of the County of Riverside) (the "Assignment').
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RESOLUTION NO. OB - 180
C. Pursuant to the DDA, the Center and the Former Agency entered into that certain
Lease with the Center, dated as of July 26, 2001 (the "Lease").
D. Pursuant to the DDA, the Former Agency entered into that certain Sublease with
the Center, dated as of July 26, 2001 (the "Sublease").
E. Pursuant to AB X 1 26 (enacted in June 2011, as modified by the California
Supreme Court's decision in California Redevelopment Association, et al. v. Ana Matosantos, et
al., 53 Ca1.4th 231(2011) ("Matosantos"), the Former Agency was dissolved as of February 1,
2012, the Successor Agency was established, and an oversight board to the Successor Agency was
established.
F. Pursuant to California Health and Safety Code ("HSC") Section 34175(b) and the
California Supreme Court's decision in Matosantos, on February 1, 2012, properties of the Former
Agency transferred to the control of the Successor Agency by operation of law, including the
Former Agency's rights and obligations under the DDA, the Ground Lease, the Lease and the
Sublease, and all other documents pertaining to and executed by the Former Agency in connection
therewith.
NOW, THEREFORE, for and in consideration of the following agreements of the parties
hereto and the payment of Fifty Dollars ($50.00) by the City to the Successor Agency, the receipt
of which is hereby acknowledged by the Successor Agency, the City and the Successor Agency
hereby agree as follows:
AGREEMENT
1. Assignment. As of the date hereof, the Successor Agency assigns to the City: (i) all
of the Successor Agency's rights and interests in, under and to the DDA, the Ground Lease, the
Lease, and the Sublease, and all other documents pertaining to and executed by the Former Agency
in connection therewith; and (ii) all of the Successor Agency's obligations under the documents
described in (i) above arising after the date hereof; it being agreed among the parties hereto that
the Successor Agency shall retain the obligations or liability under such documents that arose prior
to the date hereof.
2. Assumption. As of the date hereof, the City accepts the assignment of the
Successor Agency's rights, interests in, under and to the DDA, the Ground Lease, the Lease and
the Sublease, and all other documents pertaining to and executed by the Former Agency in
connection therewith as described in Section 1(i), and assumes the obligations of Successor
Agency thereunder arising after the date hereof.
3. Governing Law. This Agreement shall be governed by, and construed in
accordance with, the laws of the State of California.
4. Further Assurances. The parties hereto hereby agree to execute such other
documents and perform such other acts as may be necessary or desirable to carry out the purposes
of this Agreement.
5. Successors and Assigns. This Agreement shall inure to the benefit of, and be
binding upon, the parties hereto and their respective successors and permitted assigns.
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RESOLUTION NO. OB - 180
6. Attorneys' Fees. Should any action be brought arising out of this Agreement,
including, without limitation, any action for declaratory or injunctive relief, each party shall bear
their own attorneys' fees and costs and expenses of investigation as may be incurred.
IN WITNESS WHEREOF, the parties hereto have entered into this Agreement as of the
date first set forth above.
SUCCESSOR AGENCY:
SUCCESSOR AGENCY TO THE REDEVELOPMENT
AGENCY OF THE CITY OF PALM DESERT
By:
Lauri Aylaian,
Executive Director
CITY:
CITY OF PALM DESERT,
a California municipal corporation
By:
Sabby Jonathan,
Mayor
Attest:
Rachelle D. Klassen, City Clerk
APPROVED AS TO FORM:
RICHARDS, WATSON & GERSHON,
A Professional Corporation
By:
Jim Grayson
Special Counsel to the Successor Agency
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RESOLUTION NO. OB - 180
EXHIBIT "A"
LEGAL DESCRIPTION OF PROPERTY
THAT PORTION OF THE SOUTHWEST QUARTER OF SECTION 17, TOWNSHIP 5
SOUTH, RANGE 6 EAST, SAN BERNARDINO BASE AND MERIDIAN, IN THE CITY OF
PALM DESERT, COUNTY OF RIVERSIDE, STATE OF CALIFORNIA, DESCRIBED AS
FOLLOWS:
BEGINNING AT THE SOUTHWESTERLY CORNER OF SECTION 17, TOWNSHIP 5
SOUTH, RANGE 6 EAST AND;
THENCE ALONG THE WESTERLY LINE OF SAID SECTION NORTII 0° 02' 27" EAST,
1038.00 FEET;
THENCE SOUTH 89° 57' 33" EAST, 55.00 FEET TO THE TRUE POINT OF BEGINNING;
THENCE SOUTH 89° 57' 33" EAST, 325.00 FEET TO A RADIAL POINT AT THE
BEGINNING OF A CURVE CONCAVE NORTHEASTERLY HAVING A RADIUS OF 200.00
FEET; ALONG SAID CURVE THROUGH AN ANGLE OF 90° 06' 33", AN ARC DISTANCE
OF 314.54 FEET TO A RADIAL POINT AT THE END OF SAID CURVE;
THENCE SOUTH 0° 09' 00" EAST, 98.24 FEET;
THENCE NORTH 89° 51' 00" EAST, 216.77 FEET;
THENCE SOUTH 0° 09' 00" EAST, 270.00 FEET;
THENCE NORTH 89° 51' 00" EAST, 275.00 FEET;
THENCE SOUTH 0° 09' 00" EAST, TO INTERSECT WITH A LINE PARALLEL TO AND
68.00 FEET NORTH OF THE SOUTHERLY LINE OF SECTION 17;
THENCE ALONG SAID LINE SOUTI L 89° 51' 00" WEST, 999.93 FEET TO A RADIAL,
POINT AT THE BEGINNING OF A CURVE CONCAVE NORTHEASTERLY HAVING A
RADIUS OF 20.00 FEET; ALONG SAID CURVE THROUGH AN ANGLE OF 90° 11' 27", AN
ARC DISTANCE OF 31.48 "I'O A POINT RADIAL TO A LINE PARALLEL WITH ANI) 55.00
FEET EAST OF THE WESTERLY LINE OF SECTION 17;
THENCE ALONG SAID LINE TO THE TRUE POINT OF BEGINNING.
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RESOLUTION NO. OB - 180
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, and that by his/her/their signature(s) on the instrument the
person(s), or the entity(ies) 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.
Place Notary Seal Above
Signature of Notary Public
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RESOLUTION NO. OB - 180
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, and that by his/her/their signature(s) on the instrument the
person(s), or the entity(ies) 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.
Place Notary Seal Above
Signature of Notary Public
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RESOLUTION NO. OB - 180
CONSENT TO ASSIGNMENT
The Center, the Foundation and the College do hereby consent to the assignment of the
interests and obligations of the Successor Agency to the City as described in the Agreement to
which this consent is attached.
CENTER:
Friends of the Cultural Center, Inc.
By:
Name:
Title:
Mitch Gershenfeld
President and Chief Executive Officer
FOUNDATION:
McCallum Theatre Foundation
By:
Name: Harold Matzner
Title: Chairman
By:
Name: Mitch Gershenfeld
Title: President and Chief Executive Officer
COLLEGE:
Desert Community College District
By:
Name: Aurora Wilson
Title: Board Chair
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RESOLUTION NO. OB - 180
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, and that by his/her/their signature(s) on the instrument the
person(s), or the entity(ies) 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.
Place Notary Seal Above
Signature of Notary Public
G \rda\Veronica Tapia\Word Files\Staff Reports\Successor Agency\Assignment and Assumption Agreement - SA to City
Palm Desert - McCallum .docx
RESOLUTION NO. OB - 180
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, and that by his/her/their signature(s) on the instrument the
person(s), or the entity(ies) upon behalf of which the person(s) acted, executed the instrument.
1 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.
Place Notary Seal Above
Signature of Notary Public
G:\rda\Veronica Tapia\Word Piles\Staff Reports\Successor Agency\Assignment and Assumption Agreement - SA to City
Palm Desert - McCallum .docx
RESOLUTION NO. OB - 180
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, and that by his/her/their signature(s) on the instrument the
person(s), or the entity(ies) 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.
Place Notary Seal Above
Signature of Notary Public
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