HomeMy WebLinkAboutOB-148RESOLUTION NO. OB-148
A RESOLUTION OF THE OVERSIGHT BOARD OF THE SUCCESSOR
AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY
AUTHORIZING THE EXECUTION OF A PURCHASE AND SALE AGREEMENT
FOR PROPERTY KNOWN AS THE 128-ACRE SITE LOCATED SOUTH OF
GERALD FORD DRIVE AND WEST OF PORTOLA AVENUE (APNs 694-300-
001, 002, 005, 014 AND 015 AND 694-310-002, 003 AND 006) PALM DESERT,
CA, PROPERTY 11(a-h) OF THE LONG RANGE PROPERTY MANAGEMENT
PLAN WITH LEWIS LAND DEVELOPERS, LLC
RECITALS:
A. Pursuant to AB X1 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 Cal. 4th 231 (2011), the Palm Desert Redevelopment Agency (the "Former Agency") was
dissolved as of February 1, 2012 and the Successor Agency was established, and the Oversight
Board to the Successor Agency (the "Oversight Board") was constituted.
B. AB 1484 (enacted June 2012) amended and supplemented AB X1 26 (AB X1 26
and AB 1484, together, being referred to below as the "Dissolution Act").
C. Pursuant to the Dissolution Act, the Successor Agency is tasked with winding
down the affairs of the Former Agency.
D. Pursuant to Section 34175(b) of the California Health and Safety Code ("HSC"),
all real properties of the Former Agency transferred to the control of the Successor Agency by
operation of law.
E. On May 5, 2014, the Oversight Board adopted Resolution No. OB-073, approving
a Long -Range Property Management Plan (the "LRPMP") which addresses the disposition of
the real properties owned by the Successor Agency.
F. As indicated in the DOF's letter dated June 2, 2014, the DOF has approved the
LRPMP.
G. Pursuant to HSC Section 34191.3, the DOF-approved LRPMP shall govern, and
supersede all other provisions of the Dissolution Act relating to, the disposition and use of the
real property assets of the Former Agency.
H. Pursuant to the approved LRPMP, the Oversight Board authorizes the execution
of a Purchase and Sale Agreement (see Exhibit A) with Lewis Land Developers, LLC for
Property 11(a-h) of the LRPMP (APNs 694-300-001, 002, 005, 014 and 015 and 694-310-002,
003 and 006) totaling approximately 128 acres, in the amount of $13,085,000.00 (fair market
value).
In accordance with the terms of California Health and Safety Code Section
34191.5(c)(2)(B), the proceeds of this property sale will distributed as property taxes to the
affected taxing entities.
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RESOLUTION NO. OB-148
J. The Oversight Board is adopting this Resolution to direct the execution of the
Purchase and Sale Agreement (see Exhibit A) with Lewis Land Developers, LLC for fair market
value as directed by the approved LRPMP.
K. Notice of the proposed action presented in this Resolution was posted on the
Successor Agency's website (being a page on the City's website) and at three public places:
beginning on July 22, 2016.
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, and each of them, are true and correct.
Section 2. The Oversight Board hereby authorizes and directs the Successor
Agency to complete the execution of the Purchase and Sale Agreement (see Exhibit A) with
Lewis Land Developers, LLC for fair market value as directed by the approved LRPMP. The
Executive Director of the Successor Agency is hereby authorized to execute the Purchase and
Sale Agreement to complete the disposition of the property.
Section 3. The members of the Oversight Board and officers and staff of the
Successor Agency are hereby authorized and directed, jointly and severally, to do any and all
things which they may deem necessary or advisable to effectuate this Resolution.
MIS
Section 4. This Resolution shall become effective in accordance with HSC Section ..
34181(f).
APPROVED and ADOPTED this 1ST day of AUGUST , 2016.
AYES: BUCK, PACK, RODRIGUEZ, STENDELL, and SPIEGEL
NOES: NONE
ABSENT: JONATHAN and KINNAMON
ABSTAIN: NONE
ATTEST:
RA ELLE D. KLASSER, S - "ETARY
OVERSIGHT BOARD FOR THE SUCCESSOR ' ENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY
ROBERT A. SPIE6E , C
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RESOLUTION NO. OB-148
EXHIBIT A
OVERSIGHT BOARD OF THE SUCCESSOR AGENCY TO THE
PALM DESERT REDEVELOPMENT AGENCY
PURCHASE AND SALE AGREEMENT FOR PROPERTY KNOWN AS THE 128 ACRE SITE
LOCATED SOUTH OF GERALD FORD DRIVE AND WEST OF PORTOLA AVENUE, PALM
DESERT, CA (APNs 694-300-001, 002, 005, 014 AND 015 AND 694-310-002, 003 AND 006)
PROPERTY 11(a-h) OF THE LONG RANGE ROPERTY MANAGEMENT PLAN WITH THE
CITY OF PALM DESERT
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RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
REAL ESTATE PURCHASE AND SALE AGREEMENT
AND JOINT ESCROW INSTRUCTIONS
This Real Estate Purchase and Sale Agreement and Joint Escrow Instructions (this
"Agreement"), dated for reference purposes only as of AUGUST 1 , 2016 is entered into
between LEWIS LAND DEVELOPERS, LLC, a Delaware limited liability company ("Buyer"),
and the SUCCESSOR AGENCY TO THE PALM DESERT REDEVELOPMENT AGENCY
("Seller"), for the purchase and sale of that certain real property consisting of approximately
128.95 acres located in the City of Palm Desert, County of Riverside ("County"), State of
California, known as A.P. Nos. 694-300-001, 694-300-002, 694-300-005, 694-300-014, 694-
300-015, 694-310-002, 694-310-003 and 694-310-006 (the "Property"), as legally described on
Exhibit A attached hereto and identified on the map attached hereto as Exhibit A-1. As used
herein the term "Property" shall include all of Seller's right, title and interest in and to all
entitlements, easements, mineral rights, oil and gas rights, water, water rights, air rights,
development rights and privileges appurtenant thereto and all improvements located thereon,
excepting any right, title or interest to any public rights of way or public easements. The term
"Seller" or "Successor Agency" or "Agency" in all cases herein refers to the Successor Agency
to the Palm Desert Redevelopment Agency and the term "City" as used herein means the City of
Palm Desert, a municipal corporation. The term "Effective Date" as used in this Agreement shall
be the date of State Approval of this Agreement as set forth in Recital G.
RECITALS
This Agreement is entered into with reference to the following facts:
A. Pursuant to AB X 1 26 (which became effective at the end of June 2011), as
modified by the California Supreme Court's decision in California Redevelopment Association,
et al. v. Ana Matosantos, et al. (53 Cal. 4th 231(2011)), the Palm Desert Redevelopment Agency
(the "Redevelopment Agency") was dissolved as of February 1, 2012 and the Agency was
constituted to wind down the affairs of the former Redevelopment Agency; and
B. AB 1484 (which became effective at the end of June 2012) amended and
supplemented AB X1 26 (AB X 1 26 and AB 1484, together, being referred to below as the
"RDA Dissolution Act"); and
C. Pursuant to the RDA Dissolution Act, all assets, properties, contracts, leases,
books and records, buildings, and equipment of the former Redevelopment Agency have been
transferred to the control of the Agency; and
D. Agency owns the fee interest in the Property; and
E. Buyer desires to purchase the Property; and
F. On August 1, 2016, the Oversight Board adopted its Resolution No. OB-148
approving this Agreement (the "Oversight Board Approval"); and
G. On , 2016, the State of California, Department of Finance
("DOF") approved this Agreement as required by the RDA Dissolution Act (the "State
81097.00000L9090060.2 1
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
Approval"). Seller and Buyer agree that such approval by DOF is a condition to the execution
and enforceability of this Agreement.
NOW, THEREFORE, the parties hereto agree as follows:
1. PURCHASE PRICE: The purchase price for the Property shall be Thirteen
Million Eighty-five Thousand and no/100 Dollars ($13,085,000.00) (the "Purchase Price") to be
paid all cash to Seller at Closing, less the Deposit made by Buyer pursuant to Section 2.
2. DEPOSIT: Buyer has previously deposited a cash sum equal to One Hundred
Twenty-five Thousand Dollars ($125,000) (the "Deposit") in escrow (the "Escrow") with
Foresite Escrow at 41995 Boardwalk, Suite G-2, Palm Desert, CA 92211, Attn: Esther Lopez
("Escrow Holder"). The Deposit shall be held in the Escrow until the Feasibility Deadline (as
defined in Section 10 below) with the interest earned thereon inuring to the benefit of Buyer. If
on or before the Feasibility Deadline, Buyer delivers to Seller and Escrow Holder written notice
approving the feasibility of the Property, the Deposit shall thereafter be non-refundable to Buyer,
except as otherwise set forth in this Agreement, and shall remain in Escrow until the Closing or
earlier termination of this Agreement, and provided further that until the Closing occurs or until
Seller receives the Deposit as liquidated damages pursuant to Section 7.E. hereof, Buyer shall be
deemed the owner of the Deposit, and Seller and its successors and assigns shall not be entitled
to withdraw from Escrow or to receive from Escrow all or any part of the Deposit. If this
Agreement is terminated or deemed terminated on or before the Feasibility Deadline, Seller
hereby authorizes Escrow Holder to immediately release the Deposit (and all of the interest
earned on the Deposit) to Buyer without any additional documentation required from the parties.
Seller releases Escrow Holder from all liability in connection with the release of the Deposit to
Buyer in accordance with the preceding sentence, and following such release of the Deposit,
neither party shall have any further rights or obligations hereunder (other than those arising from
a party's breach of this Agreement). The Deposit shall be credited against the Purchase Price at
the Closing.
3. INDEPENDENT CONSIDERATION. Within three (3) business days
following the mutual execution and delivery of this Agreement to Escrow, Buyer shall deposit
into Escrow the amount of One Hundred Dollars ($100.00) (the "Independent Consideration").
The Independent Consideration shall be non-refundable to Buyer as independent consideration
for the rights and options extended to Buyer hereunder, including, without limitation, the right
and option to terminate this Agreement as provided herein. The Independent Consideration shall
be disbursed to Seller immediately following Buyer's deposit thereof into Escrow. In all
instances under this Agreement in which Buyer elects to terminate or is deemed to have
terminated this Agreement and the Deposit is returned to Buyer, Seller shall retain the
Independent Consideration when the Deposit is returned to Buyer. The Independent
Consideration shall not be applicable to the Purchase Price or treated as consideration given by
Buyer for any purpose other than as provided herein. The parties agree that it is their intention
that the amount of the Independent Consideration is sufficient consideration, as such term is
defined in Steiner v. Thexton, 48 Cal. 4th 411 (2010). Buyer and Seller hereby acknowledge and
confirm that they have had an opportunity to review this provision with their respective,
independent counsel.
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RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
4. FAIR MARKET VALUE; NO SUBSIDY BY SELLER; NO AGENCY
OBLIGATIONS. Buyer and Seller acknowledge and agree that the Purchase Price represents
the current fair market value of the Property. Buyer and Seller further acknowledge and agree
that neither Seller not City, in their regulatory capacity or otherwise, has provided or agreed to
provide any subsidy to the Buyer in connection with Buyer's acquisition, development, use
and/or operation of the Property, nor is there any plan to provide any such subsidy to the Buyer.
5. ESCROW:
A. Closing. Buyer and Seller shall open escrow with Escrow Holder
within three (3) business days after complete execution of this Agreement. Escrow shall close on
the date (the "Closing Date" or "Closing") which is eighteen (18) months after the State
Approval, provided the Closing Date may be extended by the Executive Director as set forth in
Section 9. Buyer may elect to close the Escrow before the Closing Date upon thirty (30) days
prior written notice to Seller.
B. Escrow Instructions; Costs. The provisions hereof shall constitute joint
instructions to Escrow Holder to consummate the purchase in accordance with the terms and
provision hereof. The parties shall execute such additional escrow instructions, not inconsistent
with the provisions hereof, as may be deemed reasonably necessary to carry out the intentions of
the parties as expressed herein; provided, however, if the provisions of any such additional
instructions contradict with the provisions of this Agreement, then the provisions of this
Agreement shall control. At Closing, (i) real estate taxes shall be prorated between Buyer and
Seller as of the closing date, and (ii) all other closing costs and prorations shall be paid by county
custom.
C. Deposit of Documents.
(1) At or before the Closing, Seller shall deposit into escrow the duly
executed and acknowledged Deed (defined below) conveying the Property to Buyer;
(2) At or before the Closing, Buyer shall deposit into escrow the funds
necessary to close this transaction; and
(3) Seller and Buyer shall each deposit such other instruments as are
reasonably required by the "Title Company" (defined below) or otherwise required to close the
escrow and consummate the purchase of the Property in accordance with the terms hereof.
D. Prorations. The Current Taxes shall be prorated as of the Closing Date
based on the tax assessor's most recent tax bill for the Property except all delinquent taxes and
assessments shall be paid by Seller. The parties shall cooperate in good faith following the
Closing (and outside of the Escrow) to reconcile any prorations made at the Closing that do not
accurately reflect the actual prorated cost or revenue. All prorations of amounts for which Seller
is responsible but which Buyer pays or agrees to pay in the future shall be credited against the
Purchase Price.
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RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
E. Balance of Purchase Price. Prior to 10:00 a.m. on the day of Closing,
Buyer shall deposit with wire to Escrow Holder in immediately available funds the balance of
the Purchase Price, together with such other amounts as may be required in order to pay Buyer's
share of closing costs and prorations.
F. Closing Procedure. Upon receipt of all funds and instruments described in
this Section 5, and upon satisfaction or waiver of all contingencies and conditions set forth in this
Agreement, Escrow Holder shall:
County, California.
(I)
Record the Grant Deed in the Official Records of Riverside
(2) Issue the Title Policy (as defined below) to the Buyer.
(3) Deliver the Purchase Price to Seller, less any costs and expenses
shown on the closing statements approved by Seller and Buyer, which costs and expenses shall
be disbursed as instructed by Seller and Buyer in escrow instructions delivered to Escrow Holder
prior to the Closing Date.
6. TITLE: Buyer has procured that current preliminary title report respecting the
Property issued by Lawyer's Title/Commonwealth Land Title Company in Riverside, CA (the
"Title Company") attached hereto as Exhibit B, along with legible copies of the documentation
evidencing all exceptions shown therein (the "Title Report"). Within thirty (30) days following
the Effective Date, Buyer shall disapprove in writing any exceptions contained in the Title
Report to which Buyer objects (the "Disapproved Exceptions"); all exceptions not so objected
to by Buyer in writing shall be referred to as "Approved Exceptions". Seller shall have ten (10)
days after Buyer delivers such notice to advise Buyer if Seller will agree to remove any of such
Disapproved Exceptions from title. If Seller does not so agree in writing to remove all of the
Disapproved Exceptions, then, until the Feasibility Deadline, Buyer may elect to terminate this
Agreement and recover the Deposit previously made and any interest actually earned thereon, in
which event the parties shall have no further rights or obligations hereunder; or, alternatively,
Buyer may elect to waive its objection to those Disapproved Exceptions in which event such
Disapproved Exceptions will be deemed to be Approved Exceptions. At the Closing, Seller shall
convey its fee interest in and to the Property to Buyer (or to such other Lewis Management Corp.
affiliated entity as may be specified in Buyer's escrow instructions and approved by Agency) by
deed in a form reasonably mutually acceptable to Buyer and Seller (the "Deed"). Title to the
Property shall be subject only to (i) a lien for then current taxes, bonds and assessments not yet
delinquent and (ii) the Approved Exceptions (collectively, the "Permitted Exceptions").
Immediately following recordation of the Deed, Escrow Holder shall issue to Buyer an A.L.T.A.
Standard Coverage Owner's policy of title insurance, with coverage in the amount of the
Purchase Price for the Property, showing fee simple title to the Property vested in Buyer, subject
only to the Permitted Exceptions (the "Title Policy"). Buyer may elect to obtain an extended
coverage policy at Buyer's cost.
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RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
7. "AS -IS" PURCHASE; RELEASE OF SELLER; LIQUIDATED DAMAGES
A. Buyer's Independent Investigation. Buyer represents and warrants to
Seller that Buyer shall, prior to the Feasibility Deadline, perform a diligent and thorough
inspection and investigation of each and every aspect of the Property, either independently or
through agents of Buyer's choosing, including, without limitation, the following matters
(collectively, the "Property Conditions"):
(1) All matters relating to title including, without limitation, the existence,
quality, nature and adequacy of Seller's interest in the Property and the existence of physically
open and legally sufficient access to the Property.
(2) The zoning and other legal status of the Property, including, without
limitation, the compliance of the Property or its operation with any applicable codes, laws,
regulations, statutes, ordinances and private or public covenants, conditions and restrictions, and
all governmental and other legal requirements such as taxes, assessments, use permit
requirements and building and fire codes.
(3) The quality, nature, adequacy, and physical, geological and environmental
condition of the Property (including soils and any groundwater), and the presence or absence of
any Hazardous Materials in, on, under or about the Property or any other real property in the
vicinity of the Property. As used in this Agreement, "Hazardous Material" shall mean any
material that, because of its quantity, concentration or physical or chemical characteristics, is
now or hereafter deemed by any federal, state or local governmental authority to pose a present
or potential hazard to human health or safety or to the environment.
(4) The suitability of the Property for Buyer's intended use of the Property.
(5) The economics and development potential, if any, of the Property.
(6) All other matters of material significance affecting the Property.
B. Hazardous Materials Disclosure. California law requires sellers to disclose
to buyers the presence or potential presence of certain Hazardous Materials. Accordingly, Buyer
is hereby advised that occupation of the Property may lead to exposure to Hazardous Materials
such as, but not limited to, gasoline, diesel and other vehicle fluids, vehicle exhaust, office
maintenance fluids, tobacco smoke, methane and building materials containing chemicals, such
as formaldehyde. By execution of this Agreement, Buyer acknowledges that the notices and
warnings set forth above satisfy the requirements of California Health and Safety Code
Section 25359.7 and related statutes.
C. As -Is Purchase. Buyer specifically acknowledges and agrees that Seller is
selling and Buyer is purchasing Seller's interest in the Property on an "as -is with all faults" basis.
Buyer is relying solely on its independent investigation and not on any representations or
warranties of any kind whatsoever, express or implied, from Seller or its agents as to any matters
concerning the Property, its suitability for Buyer's intended uses or any of the Property
Conditions. Seller does not guarantee the legal, physical, geological, environmental or other
conditions of the Property, nor does it assume any responsibility for the compliance of the
8 1097.00000\29090060.2 5
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
Property or its use with any statute, ordinance or regulation. It is Buyer's sole responsibility to
determine all building, planning, zoning and other regulations relating to the Property and the
uses to which it may be put.
D. Affordable Housing Integration Requirements. Buyer specifically
acknowledges and agrees that the Property is subject to the affordable housing integration
requirements as generally described in the Request for Qualifications/Proposals for Successor
Agency to the Palm Desert Redevelopment Agency Property Disposition dated May 1, 2015, as
amended by Addendum No. 1 dated May 26, 2015 and Addendum No. 2 dated June 15, 2015.
E. Release/Indemnity. Buyer shall defend, indemnify, and hold harmless
Seller, the City and their respective officials, officers, employees, consultants, contractors and
agents (collectively, "Indemnitees") from and against any and all actual and alleged claims,
losses, damages, fines, costs, penalties, expenses (including reasonable attorneys' fees, costs of
experts and other litigation expenses), and liabilities of any type or nature, including those
related or due to death or injury to any person and injury to any property, proximately resulting
from any negligent acts or omissions by Buyer related to the activities described or contemplated
by this Agreement. No officials, officers, employees, consultants, contractors or agents of Seller
or City shall be personally liable to Buyer, any voluntary or involuntary successors or assignees,
or any lender or other party holding an interest in the Property, in the event of any default or
breach by Seller or City, or for any amount which may become due to Buyer or to its successors
or assignees, or on any obligations arising under this Agreement. No officials, officers,
employees, consultants, contractors or agents of Buyer shall be personally liable to City or Seller
in the event of any default or breach by Buyer, or for any amount which may become due to
Seller or City, or on any obligations arising under this Agreement.
The provisions of this Section 7.E. shall survive the Closing hereunder or the termination
of this Agreement and shall not be merged into the Deed.
F. LIQUIDATED DAMAGES: BUYER AND SELLER AGREE THAT IF,
AFTER THE FEASIBILITY DEADLINE, BUYER DEFAULTS ON ITS OBLIGATION TO
PURCHASE THE PROPERTY PURSUANT TO THE TERMS AND CONDITIONS OF THIS
AGREEMENT, THE DAMAGES TO SELLER WOULD BE DIFFICULT AND
IMPRACTICAL TO DETERMINE. ACCORDINGLY, BUYER AND SELLER HAVE
AGREED TO FIX AS LIQUIDATED DAMAGES THE DEPOSIT OF $125,000 SPECIFIED
IN SECTION 2, AND SUCH AMOUNT SHALL BE PAYABLE TO SELLER AS
LIQUIDATED DAMAGES, AND SHALL CONSTITUTE SELLER'S SOLE AND
EXCLUSIVE REMEDY FOR SUCH DEFAULT. BUYER AND SELLER AGREE THAT
THIS LIQUIDATED DAMAGES PROVISION IS REASONABLE UNDER THE
CIRCUMSTANCES EXISTING AS OF THE EFFECTIVE DATE, GIVEN THE DIFFICULTY
AND IMPRACTICALITY OF DETERMINING SELLER'S DAMAGES, THE COSTS OF
NEGOTIATING AND DRAFTING THIS AGREEMENT, PERFORMING SELLER'S
OBLIGATIONS HEREUNDER, KEEPING THE PROPERTY OUT OF THE
MARKETPLACE, COSTS OF SEEKING ANOTHER BUYER AND OTHER COSTS
INCURRED IN CONNECTION HEREWITH. PAYMENT OF SUCH AMOUNT TO SELLER
AS LIQUIDATED DAMAGES IS NOT INTENDED AS A FORFEITURE OR PENALTY
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RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
UNDER CALIFORNIA CIVIL CODE SECTIONS 3275 OR 3369, BUT INSTEAD, IS
INTENDED TO CONSTITUTE LIQUIDATED DAMAGES TO SELLER PURSUANT TO
SECTIONS 1671, 1676 AND 1677 OF THE CALIFORNIA CIVIL CODE. SELLER HEREBY
WANES THE PROVISIONS OF CALIFORNIA CIVIL CODE SECTION 3389. SELLER
AGREES THAT THESE LIQUIDATED DAMAGES SHALL BE IN LIEU OF ANY OTHER
MONETARY RELIEF OR OTHER REMEDY, INCLUDING WITHOUT LIMITATION
SPECIFIC PERFORMANCE, TO WHICH SELLER OTHERWISE MIGHT BE ENTITLED
UNDER THIS AGREEMENT, AT LAW OR IN EQUITY. BUYER AND SELLER
SPECIFICALLY ACKNOWLEDGE THEIR AGREEMENT TO THE FOREGOING
LIQUIDATED DAMAGES PROVISION BY INITIALING THIS SECTION IN THE
APPROPRIATE SPACES PROVIDED BELOW:
Buyer's Initials Seller's Initials
8. POSSESSION; MAINTENANCE OF PROPERTY: Seller shall deliver to
Buyer possession of the Property immediately on Closing, free of all uses, tenancies and
occupancies unless approved by Buyer. Until possession is delivered to Buyer, subject to
Buyer's authorization to enter the Property as set forth in Section 10, Seller agrees, at its sole
cost and expense, to maintain and keep the Property and all the improvements thereon in not less
than the same order and condition as they are on the date this Agreement is executed by Seller.
Pending the Closing, Seller shall continue to manage and operate the Property and maintain
insurance covering the Property in substantially the same manner as Seller has managed and
operated the Property for the last twelve (12) months, and shall not commit waste or otherwise
materially and adversely affect the Property.
9. EXECUTIVE DIRECTOR AUTHORITY: The Executive Director of the
Agency ("Executive Director") shall have the authority to take all actions and execute all
documents required or necessary for the Agency to perform its obligations under this Agreement,
to extend each of the Closing Date or Feasibility Deadline for up to 90 days (or for an additional
period beyond said 90 days with the approval of the Board of Directors of Seller), and to
otherwise complete the Closing and conveyance of the Property to Buyer pursuant to this
Agreement. Further, Executive Director may execute any entitlement applications in connection
with the Buyer's future use of the Property, where the signature of the Agency is required as the
owner of the Property.
10. DUE DILIGENCE/AUTHORIZATION TO ENTER/SELLER DOCUMENTS:
Buyer shall have until the date that is ninety (90) days following the Effective Date (the
"Feasibility Deadline") to determine the feasibility of the Property for Buyer's intended use in
Buyer's sole discretion by its delivery of its written notice of feasibility approval (the "Buyer
Feasibility Approval") to Seller and Escrow Holder on or before 5:00 p.m. Pacific Time on or
before the Feasibility Deadline. Buyer's failure to deliver to Seller and Escrow Holder the Buyer
Feasibility Approval on or before the Feasibility Deadline shall automatically be deemed to
constitute Buyer's termination of this Agreement.
Upon the Effective Date of this Agreement, Buyer may enter upon the Property until the
earlier of the Closing or termination of this Agreement to conduct any investigation, test, study
or analysis related to the development thereof, including, but not limited to, soils studies, Phase I
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RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
and/or Phase II toxic studies, engineering studies, tree surveys, archeological studies, biological
studies, utilities and constraints study, hydrology studies and any other matters necessary to
evaluate the development of the Property. Buyer shall pay all costs with respect to such studies
and tests and shall be solely responsible for the disposal of any soil samples (including any
Hazardous Materials or other wastes in these samples), which obligation shall survive the
termination of this Agreement. Buyer shall exercise due care, follow best commercial practices
in connection with such entry and testing, and shall comply with all laws, ordinances, rules,
regulations, orders and the like in connection with any entry onto or testing of the Property.
Prior to any entry onto the Property, Buyer shall obtain and maintain, and shall require that its
agents, consultants, contractors and representatives (collectively, the "Agents") to obtain and
maintain in full force during the term of this Agreement, at Buyer's sole cost and expense, a
policy of comprehensive liability insurance, including property damage, which will insure
Agency, City and their respective officers, members, employees and agents against liability for
injury to persons, damage to property, and death of any person arising in connection with Buyer
or its Agents entry upon the Property and/or conducting of tests or studies thereon. The policy
shall he approved as to form and insurance (including approval of the insurance company) by the
Agency, and shall be in an amount not less than One Million Dollars ($1,000,000). Buyer shall
provide Agency with a certificate for any insurance policy required hereunder, including an
endorsement that states that the policy will not be cancelled except after thirty (30) days' notice
in writing to Agency and names the additional insureds as required herein. Buyer shall provide
Agency with evidence of such insurance coverage prior to any entry onto the Property by Buyer
or its Agents. Following any such tests or studies, Buyer shall leave the Property in substantially
similar condition as of the Effective Date of this Agreement, and Buyer shall indemnify, defend
and hold harmless Seller, City, and their respective officers, members, employees and agents
from and against any liabilities, claims, damages (including injury or damage to person or
property), losses, costs, expenses and fees (including reasonable attorneys' and experts' fees and
costs) to the extent resulting from the entry, inspections and studies conducted by Buyer and its
Agents on, under, or about the Property, except that Buyer shall have no liability under this
Section 10 for, and no obligation to remedy, any liabilities, claims, damages, costs, expenses,
fees, conditions or defects on or under the Property to the extent (i) not caused by Buyer or its
Agents, (ii) resulting from any conditions or defects discovered during Buyer's investigations
and inspections, including the discovery of any Hazardous Materials and the results or findings
of any tests, or (iii) to the extent resulting from the acts or omissions of Seller, or Seller's agents,
engineers, contractors, consultants and representatives. Without limiting the foregoing, Buyer
shall have no liability for any diminution in the value of the Property resulting from the activities
excluded in (ii) above, provided in the event Buyer or its Agents discover any toxic or Hazardous
Materials on or under the Property, Buyer and its Agents shall cease any further investigation in
that area of the Property, notify Seller by phone and email within twenty four (24) hours of that
discovery, exercise reasonable due care so as not to exacerbate that condition and properly
dispose of any soils samples which contain such toxic or Hazardous Materials. Nothing in this
Section is intended to limit or modify the indemnity contained in Section 7.E. The foregoing
indemnity shall survive beyond the Closing, or, if the sale is not consummated, beyond the
termination of this Agreement.
To the extent Seller has not previously done so, Seller shall make available to Buyer for
Buyer's review and inspection, during the term of this Agreement at the office of Seller and upon
at least twenty-four (24) hours' prior notice, and in each case to the extent the materials are in the
81097.00000\29090060.2 8
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
Seller's possession or control, copies of all soil and hydrology reports, environmental or toxic
material reports, biological reports, archeological reports, engineering reports, traffic studies,
environmental impact studies, or any public records which concern the Property (collectively the
"Documents"). Buyer shall have the right, at Buyer's cost, to make copies of the Documents for
Buyer's review and approval but if this Agreement is terminated, Buyer shall, upon the written
request of Seller, return all such Documents and copies to Seller. Seller makes no representation
or warranties whatsoever regarding the existence, availability, completeness or accuracy of the
Documents. Buyer shall promptly deliver to Seller copies of any reports relating to any testing
or other inspection of the Property performed by Buyer or its agents, employees or contractors
(the "Buyer Work Product"), but shall not deliver copies of any such reports to any other
person or entity without Seller's prior written approval. Seller acknowledges and agrees that any
and all of the Buyer Work Product is provided by Buyer for informational purposes only and do
not constitute representations or warranties of Buyer of any kind, including any representations
and warranties concerning the accuracy or completeness of any information in the Buyer Work
Product.
11. CONDITIONS TO BUYER'S PERFORMANCE: Buyer's obligations to
purchase the Property under this Agreement are subject to Buyer's written approval of the
following conditions precedent ("Buyer's Closing Conditions"), but Buyer shall have the right
to waive any such condition(s) in writing within the time period specified in such condition, or if
not specified, prior to the Closing. If Buyer waives any of Buyer's Closing Conditions, then
Seller shall be relieved of any further obligation or liability, including any representation or
warranty, in connection with such condition. In the event Buyer determines that any such
condition is objectionable, unacceptable, or cannot be satisfied within the period specified below,
or if no time period is specified then prior to Closing, Buyer may, in its sole and absolute
discretion, fail to approve said condition. In such event, then (without limiting Buyer's remedies
in the event of a breach of this Agreement by Seller which are provided in Section 21 below) the
Deposit and all interest earned thereon while in Escrow, shall be returned immediately to Buyer
by Escrow Holder, and neither party shall have any further rights or obligations hereunder. If the
Closing occurs and Buyer has failed to disapprove of any of the following Buyer's Closing
Conditions, then such condition(s) shall be deemed waived.
A. Feasibility Study. Buyer's approval of the feasibility of the Property for
Buyer's intended use in accordance with Section 10 prior to the Feasibility Deadline.
B. Truth and Accuracy of Seller's Representations and Warranties. Seller's
representations and warranties as set forth in this Agreement shall be true and correct on the
Effective Date of this Agreement and on the Closing Date.
C. Title. Escrow Holder is irrevocably and unconditionally committed to
issue to Buyer the Title Policy with no exceptions to coverage other than the Permitted
Exceptions, and no person or entity has any right to use or occupy the Property, except as shown
in any Permitted Exceptions in the Title Policy.
D. State Approval. Seller shall have obtained State Approval of this
Agreement.
81097.00000\29090060.2 9
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
E. Seller's Other Obligations. Seller shall have performed all of its other
covenants and obligations as set forth in this Agreement.
12. CONDITIONS TO SELLER'S PERFORMANCE: The following are
conditions precedent to Seller's obligation to sell the Property to Buyer "Seller's Closing
Conditions"):
A. Seller shall have obtained State Approval of this Agreement.
B. Buyer shall have performed all of its obligations hereunder and all of
Buyer's representations and warranties shall be true and correct.
Each of Seller's conditions precedent are intended solely for the benefit of Seller and is deemed
to be material to and of the essence of this Agreement. If any of Seller's conditions precedent
are not satisfied as provided above, Seller may, at its option, terminate this Agreement. In such
event, then (without limiting Seller's remedies) the Deposit and all interest earned thereon while
in Escrow, shall be delivered to Seller by Escrow Holder except in the event that Seller
terminates this agreement pursuant to Section 12.A, in which case such amounts shall be
returned immediately to Buyer by Escrow Holder, and neither party shall have any further rights
or obligations hereunder. If the Closing occurs and Seller has failed to disapprove of any of
Seller's Closing Conditions, then such condition(s) shall be deemed waived.
13. SELLER'S REPRESENTATIONS AND WARRANTIES: Seller hereby
makes the representations and warranties set forth in this Agreement for the benefit of Buyer and
its successors and assigns for a period of six (6) months from and after the Closing Date, after
which Seller's representations and warranties will be of no further force or effect. Seller shall
notify Buyer in writing within ten (10) business days after Seller's Executive Director receives
actual knowledge that any representation or warranty has become untrue or misleading in light of
information obtained by Seller after the Effective Date of this Agreement, and if such ten (10)
business day period would expire after the Closing, then the Closing shall be extended until the
expiration of the ten (10) business day period. As used herein, "Seller's knowledge" shall mean
the present actual, not constructive, knowledge of Seller's current Executive Director, without
any investigation or inquiry or duty to do so. All representations and warranties contained in the
Agreement shall be deemed remade at Closing except as otherwise disclosed to Buyer in writing,
shall survive the Closing for the prescribed six month period and shall not merge with the Deed.
A. To Seller's knowledge, there is no litigation, arbitration or proceeding
pending, or threatened, before any court or administrative agency or any other condition that
relates to or affects the Property, Seller's performance hereunder, Buyer's intended use of the
Property, or which will result in a lien, charge, encumbrance or judgment against any part of or
any interest in the Property, except (i) as disclosed in the Title Report, or (ii) as otherwise
disclosed to Buyer in writing.
B. To Seller's knowledge, the Property is not in violation of any federal, state
or local law, statute, regulation, code or ordinance.
C. Seller is not a foreign person, foreign corporation, foreign partnership,
foreign trust or foreign estate, as those terms are defined in the Internal Revenue Code Section
81097. 00000129090060.2
10
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
1145 and any related regulations and Seller is exempt from the withholding obligations imposed
by California Revenue and Taxation Code Sections 18805, 18815, and 26131.
D. To Seller's knowledge, no person or entity has the right to use, occupy,
possess or reside on the Property except as disclosed in the Title Report and Seller has not, to
Seller's knowledge, nor has City, to Seller's knowledge, granted any person or entity any such
rights .
14. BUYER'S REPRESENTATIONS, WARRANTIES AND COVENANTS.
A. Buyer represents and warrants that it is a limited liability company duly
organized under the laws of Delaware, in good standing and authorized to conduct business in
State of California, has the capacity and full power and authority to enter into and carry out the
agreements contained in and the transactions contemplated by this Agreement, and that this
Agreement has been duly authorized and executed by Buyer, and upon delivery to and execution
by Seller, shall be a valid and binding agreement of Buyer.
B. There is no action, suit, arbitration, unsatisfied order or judgment,
government investigation or proceeding pending or, to the actual knowledge of Buyer threatened,
against Buyer which, if adversely determined, could individually or in the aggregate materially
interfere with the consummation by Buyer of the transaction contemplated by this Agreement.
The term "actual knowledge" means the present actual, not constructive, knowledge of Robert
Martin without any further investigation or inquiry or duty to do so.
C. In compliance with Executive Order 13224 and the USA Patriot Act of
2001, Buyer and Seller each affirmatively represents and warrants to the other that (a) neither it,
nor any of its officers, directors, or principals, has committed or supported terrorist acts; or (b)
neither it, nor any of its officers, directors, or principals is identified on the list of Specially
Designated Nations and Blocked Persons generated by the Office of Foreign Assets Control.
15. COMMISSIONS: Seller will pay to Edward J. Schiller of Innovative Land
Concepts, Inc. ("Schiller") a finder's fee equal to one percent (1%) of the Purchase Price, subject
to (i) approval by the Oversight Board and the California Department of Finance and (ii) the
Close of Escrow for the Property by Buyer. Buyer through a separate agreement has agreed to
pay Schiller, at its own expense, an additional finder's fee. Buyer and/or business entities
affiliated with Buyer, and certain of their employees is/are a BRE licensee(s) but Buyer is acting
solely as a principal in this transaction. Buyer was represented primarily by Robert Martin
(Broker License No.00963777) who is an employee of Lewis Management Corp., an affiliate of
Seller, and such licensee is not receiving any commission or fee as a licensee in this transaction
and is representing Buyer only. Other than disclosed above, each party represents to the other
that it has not dealt with any broker, agent, or finder for which a commission or fee is payable
with respect to the Property or this Agreement, and each party shall indemnify, defend and hold
harmless the other from any claims, demands, liabilities, or judgments for commissions or fees
arising from such party's breach of this Section. The foregoing indemnification, defense and
hold harmless obligations of the parties shall survive Closing and any termination of this
Agreement.
81097.00000\29090060.2
11
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
16. FOREIGN INVESTOR DISCLOSURE: Seller understands that if Seller is
unable to certify that it is U.S. citizen or a resident of the State of California at the time of the
Closing, Buyer shall be entitled to withhold from the purchase price such amounts as are
necessary to satisfy Buyer's withholding obligations under the Foreign Investment in Real
Property Tax Act and under California Revenue and Taxation Code Sections 18805, 18815 and
26131.
17. FUTURE LEASES, COMMITMENTS AND ENCUMBRANCES: From and
after the Effective Date of this Agreement, except to the extent required by law or otherwise,
Seller shall not (a) execute, modify and/or approve any leases, contracts or commitments
affecting the Property that would extend beyond the Closing Date without Buyer's written
approval; which approval may be given or withheld in Buyer's sole discretion; or (b) voluntarily
encumber the Property with any liens, encumbrances or other instruments creating a cloud on
title or securing a monetary obligation with the Property.
18. CONDEMNATION/CASUALTY: If after the Effective Date of this Agreement
and prior to the Closing all or any part of the Property is taken or threatened to be taken by
eminent domain or condemnation or is destroyed by fire, earthquake or other casualty, Buyer
may elect either (a) to terminate this Agreement as to the entire Property, in which event all the
Deposit and interest earned thereon while in Escrow, shall be returned to Buyer, and this
Agreement shall be null and void and of no further force or effect, or (b) to consummate
purchase of the Property as herein provided, in which event Seller shall pay or assign to Buyer
all condemnation awards or payments in respect of the Property and/or all insurance proceeds
paid or payable to Seller as a consequence of such casualty. If this Agreement is terminated in
full pursuant to this Section 18, neither party shall have any further rights, duties, obligations or
liabilities, at law or in equity, arising out of or relating to this Agreement except for those that
specifically survive termination of this Agreement pursuant to other provisions hereof.
19. NO RECORDING: Neither this Agreement nor any memorandum or short form
thereof may be recorded by Buyer.
20. AMENDMENTS: This Agreement expresses the agreement of the parties. There
are no other understandings, oral or written, which in any manner alter or enlarge its terms. This
Agreement supersedes any and all prior agreements between the parties hereto regarding the
Property. Seller and Buyer agree to execute such additional documents as may be reasonable
and necessary to carry out the provisions of this Agreement. This Agreement may be amended,
but only in writing and only if such writing is executed by both parties.
21. BUYER'S REMEDIES; NO MONEY DAMAGES: If Seller defaults on its
obligation to deliver title to the Property to Buyer in the manner required hereby or otherwise
breaches this Agreement, Buyer shall have the right to seek specific performance of this
Agreement or Buyer may terminate this Agreement, in which case Buyer shall be entitled to an
immediate return of the Deposit and any interest earned thereon while in the Escrow and Buyer
shall have no further right to seek damages. The failure of Buyer to receive approval of any
applicable development permits, maps, or other entitlements for the Property shall not constitute
a default or breach of Seller's obligations contained in this Agreement. Buyer acknowledges that
Seller would not have entered into this Agreement if doing so would subject it to the risk of
8 1097.00000\29090060.2
12
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
incurring liability in money damages, either for breach of this Agreement, anticipatory breach,
repudiation of the Agreement, or for any actions with respect to its negotiation, preparation,
implementation or application. The parties further acknowledge that money damages and
remedies at law generally are inadequate, and specific performance is the most appropriate
remedy for the enforcement of this Agreement and should be available to Buyer. Therefore, the
parties hereby acknowledge and agree that it is a material part of Buyer's consideration to Seller
that Seller shall not be at any risk whatsoever of liability for money damages relating to or
arising from this Agreement, and except for the express indemnity obligations hereunder and
non -damages remedies, including the remedy of specific performance, Buyer, for itself, its
successors and assignees, hereby release Agency, the City and their respective officers,
members, employees and agents from any and all claims, demands, actions, or suits of any kind
or nature arising out of any liability, known or unknown, present or future, including, but not
limited to, any claim or liability, based or asserted, pursuant to Article I, Section 19 of the
California Constitution, the Fifth and Fourteenth Amendments of the United States Constitution,
or any other law or ordinance which seeks to impose any money damages, whatsoever, upon the
parties because the parties entered into this Agreement, because of the terms of this Agreement,
or because of the manner of implementation or performance of this Agreement.
22. ATTORNEYS' FEES: If this Agreement or the transaction contemplated herein
gives rise to a lawsuit or other legal proceeding between the parties hereto, the prevailing party
shall be entitled to recover its costs and reasonable attorneys' fees and costs of litigation in
addition to any other judgment of the court.
23. ASSIGNMENT: Without Seller's consent, Buyer's rights and obligations
hereunder may be assigned to a partnership, corporation, limited liability company or other entity
that is controlled directly or indirectly by any one or more of Richard Lewis, Robert Lewis,
Roger Lewis, Randall Lewis or John Goodman (the "Lewis Principals"), including without
limitation, any entity in which the Lewis Principals (or any one or more of them) own more than
50% of the voting or financial interest of such entity and in which Buyer or the Lewis Principals
(or any one or more of them) is the manager thereof), provided that Buyer notifies Seller in
writing within ten (10) business days of such assignment, and provided that said assignee
assumes all of the obligations of Buyer under this Agreement and agrees to perform all the
obligations of Buyer hereunder as if such assignee were the original Buyer hereunder. Any such
assignee shall have all the benefits, including rights to specific performance, damages, and
enforcement of Seller's representations and warranties that Buyer has under this Agreement. No
such assignment, however, shall relieve Buyer of any of its obligations hereunder. "Financial
Interest" means any interest in the profits and/or losses of, and/or equity in, such entity.
24. NOTICES: All notices or tender required or permitted herein shall be in writing
and shall be sent to the address set forth below (or such other address as a party may hereafter
designate for itself by written notice to the other parties as required hereby) of the party for
whom such notice or communication is intended:
If to Seller:
Successor Agency to the Palm Desert Redevelopment Agency
Attention: Executive Director
81097.00000\29090060.2
13
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
City of Palm Desert
739510 Fred Waring Drive
Palm Desert, CA 92260
Fax: 760-341-6372
With copy to:
Best Best & Krieger LLP
Attn: Robert Hargreaves
74-760 Highway 111, Suite 200
Indian Wells, CA 92210
FAX: 760-340-6698
If to Buyer:
Attn: John M. Goodman
Lewis Land Developers, LLC
c/o Lewis Management Corp.
1156 North Mountain Avenue
Upland, CA 91786
P. O. Box 670
91785-0670
Telephone: (909) 985-0971
Fax: (909) 949-6700
With copy to:
Attn: General Counsel
Lewis Management Corp.
1156 North Mountain Avenue
Upland, CA 91786
P. O. Box 670
91785-0670
Telephone: (909) 985-0971
Fax: (909) 949-6725
Any such notice or communication shall be sufficient if sent by registered or certified mail,
return receipt requested, postage prepaid; by hand delivery; by overnight courier service; or by
fax is receipt is confirmed by the recipient. Any such notice or communication shall be effective
on the business day delivered to the office of the addressee or upon refusal of such delivery, or
three business days after deposit by first class mail. Notice transmitted after 5:00 p.m. or on
Saturday or Sunday shall be deemed to have been given on the next business day. Should any
81097.00000\29090060.2
14
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
act or notice required hereunder fall due on a weekend or holiday, the time for performance shall
be extended to the next business day.
25. MISCELLANEOUS:
A. Section headings contained herein are included solely for convenience of
reference and shall in no way affect the construction of this Agreement.
B. Time is of the essence of this Agreement.
C. This Agreement shall be governed by the laws of the State of California.
D. Each party shall execute, acknowledge, and deliver, after the Effective
Date of this Agreement, including at or after closing, such further assurances, instruments and
documents as the other may reasonably request in order to fulfill the intent of this Agreement and
the transactions contemplated hereby.
E. If any provision of this Agreement is held by a court of competent
jurisdiction to be invalid or unenforceable, the remainder of this Agreement shall continue in full
force and effect and shall in no way be impaired or invalidated, and the parties agree to substitute
for the invalid or unenforceable provision a valid and enforceable provision that most closely
approximates the intent and economic effect of the invalid or unenforceable provision.
F. This Agreement may be executed in counterparts, and transmitted by
facsimile by and to each of the parties, and each such counterpart shall be deemed an original,
and all of them together shall constitute a single instrument.
G. If a party hereto believes the other party is in breach or default under this
Agreement, the non -breaching party shall deliver written notice of the alleged breach or default
to the other party, and the other party shall have ten (10) business days after receipt of such
written notice in which to cure the breach or default, and if the breach or default is actually cured
within such ten (10) business day period, the breaching party shall not be in breach or default
under this Agreement by reason of the matter(s) alleged in the non -breaching party's notice that
have been so cured.
H. Except as expressly set forth herein, this Agreement is not intended nor
shall it be construed to create any third party beneficiary rights in any person who is not
expressly made a party and signatory hereto.
I. If Buyer executes this Agreement before Seller, such execution and
delivery of the Agreement shall be deemed an offer to buy the above described Property for the
price and upon the terms and conditions herein stated.
INTENTIONALLY LEFT BLANK;
SIGNATURES FOLLOW IMMEDIATELY ON NEXT PAGE
81097.00000\29090060 2
15
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
SELLER BUYER
Successor Agency Lewis Land Developers, LLC, a Delaware limited
to the Palm Desert Redevelopment Agency liability company
By:
Name:
Title:
Date:
Approved as to Form:
By:
Name:
Title: Special Legal Counsel
Date:
Attest:
By:
Name:
Title: City Clerk
Date:
List of Exhibits
A Description of Property
A-1 Map of Property
B Title Report
By: Lewis Management Corp.,
a Delaware corporation, Its Manager
By:
Name:
Title:
Date:
81097.0000\29090060.2
16
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
The undersigned representative of Escrow Holder hereby accepts the foregoing instructions and
agrees to comply with them in connection with the purchase and sale of the Property.
Escrow Holder:
Foresite Escrow
Effective Date
By:
Authorized Representative
81097.00000\29090060.2
17
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
Exhibit A
Description of the Property
Approximately 128.95 acres known as APNs 694-300-001, -002, -005, -014, and -015, and 694-
310-002, -003, and 006 in the City of Palm Desert, County of Riverside, California
810) 7.0(X)00\29090060.2
18
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
Exhibit A-1
Map of Property
81097.00000\29090060.2
19
RESOLUTION NO. OB-148 CONTRACT NO. SA35570A
Exhibit B
Title Report
[to be inserted]
81097.00000\290900602
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