HomeMy WebLinkAboutRes 05-17 and 497 - R23430 Exchange Agreement - Desert Wells 237, LLCCITY OF PALM DESERT/PALM DESERT REDEVELOPMENT AGENCY
STAFF REPORT
REQUEST: AUTHORIZE THE EXCHANGE AGREEMENT BETWEEN THE
PALM DESERT REDEVELOPMENT AGENCY AND DESERT
WELLS 237, LLC FOR THE EXCHANGE OF APPROXIMATELY
.86 ACRES LOCATED AT THE NORTHEAST CORNER OF
PORTOLA AND FRANK SINATRA
SUBMITTED BY: DAVE YRIGOYEN, DIRECTOR OF REDEVELOPMENT/HOUSING
DATE: FEBRUARY 10, 2005
CONTENTS: CITY RESOLUTION NO. 05-17
AGENCY RESOLUTION NO. 497
EXCHANGE AGREEMENT
SECTION 33433 REPORT
PROPERTY CONFIGURATIONS AND ROUTING PLANS
Recommendation:
By Minute Motion:
1 That the City Council approves Resolution No. 05-17 , a resolution
of the City Council of the City of Palm Desert approving an
Exchange Agreement with Desert Wells 237, LLC; and
2. That the Agency Board approves Resolution No. 497 , a resolution
of the Palm Desert Redevelopment Agency approving an Exchange
Agreement with Desert Wells 237, LLC.
Executive Summary:
Desert Wells 237, LLC has requested the exchange of .86 acres of land at the northeast
corner of Portola and Frank Sinatra for the purpose of developing an aesthetic transition
between two properties, Desert Well's residential development and the Agency's future
golf course development. The proposed Desert Wells development lies adjacent to
the170 acres owned by the Redevelopment Agency. By implementing this property line
adjustment, the Agency will give up approximately .86 acres of the 170-acre property,
but at the same time gain .86 acres of the Desert Wells 237, LLC land, resulting in no
net Toss of Agency property. The developer would also provide an easement releasing
the Agency from flight of ball issues or views.
Staff Report
Exchange Agreement - Palm Desert Redevelopment Agency/Desert Wells 237 LLC
Page 2 of 3
February 10, 2005
Discussion:
Desert Wells 237, LLC is requesting approval from the Palm Desert Redevelopment
Agency to adjust the common line between properties located at the northeast corner of
Portola Avenue and Frank Sinatra Drive, adjacent to the Redevelopment Agency's 170-
acre site. It is the intention of Desert Wells 237, LLC to develop a residential community
that will abut the 170-acre site to the northeast. The primary reason for this request is to
create a more aesthetically pleasing boundary, allowing the golf course line to undulate
between the two properties.
In implementing the property line adjustment, the Agency will give up approximately .86
acres of the 170-acre site, shown in Exhibit A, and will gain back approximately .86
acres of the adjacent property. Therefore, there will be no net loss of Agency property.
The City of Palm Desert's Planning Department has reviewed this request to adjust the
standard boundary and endorses the exchange. Hurdzan and Fry, the original
company who designed the Desert Willow Golf Resort, reviewed Desert Wells' request
and its impacts on a possible third golf course on the 170-acre site. Hurdzan and Fry
found that the existing triangular configuration is not the most efficient shape for the
utilization of a golf course. Therefore, this modification to the boundary between the two
properties could benefit the City's future development of the 170 acres. Michael
Hurdzan was asked to construct a routing plan using the proposed delineation to
determine any future impact to the City's 170-acre proposed golf course site. This
routing plan is attached for your review. It was found that there would be no
encroachment from the homes impacting the size or shape of any future golf course.
Staff expressed a concern to the Developer regarding the issue of golf ball flight and
views from the proposed homes adjacent to the golf course. A solution was that the
Developer would provide the Agency with an easement releasing the Agency from any
claims due to the flight of golf balls onto the adjacent homes. Additionally, that the
owners of the adjacent properties would waive any view rights that they may have over
or across the proposed golf course. The Developer would be required to inform the
future homeowners about the easement and the Agency's rights.
The Exchange Agreement holds Desert Wells 237, LLC responsible for all costs
associated with title reports, environmental testing, closing costs, and recording fees. In
any transfer of property, the Agency is required, pursuant to Section 33433 of the
Health and Safety Code to analyze the transaction for a determination of fair reuse or
fair market value. The 33433 report prepared for this transaction found that the
conveyance of this property is consistent with the implementation plan adopted
pursuant to Section 33490 of the Health and Safety Code, and that the exchange is a
fair market value transaction.
G:1RDA\Cathy Walker\Word Data STAFF REPORTSIsTAFF REPORT DESERT WELLS.doc
Staff Report
Exchange Agreement - Palm Desert Redevelopment Agency/Desert Wells 237 LLC
Page 3 of 3
February 10, 2005
Staff recommends that the Agency Board authorize the Exchange Agreement between
Desert Wells 237, LLC and the Palm Desert Redevelopment Agency, thereby allowing
for both a functional and aesthetically pleasing boundary between the two properties.
Submitted by:
David Yri
Director of ; 'development/Housing
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Approval:
Carlos L. Orte
Approval:
McCarthy
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, Executive Director Paul Gibson, Director of Finance
G:1RDA\Cathy Walker Word Data\STAFF REPORTS1sTAFF REPORT DESERT WELLS.doc
CONSULTING
May 11, 2004
Mr. Dave Yrigoyen
CITY OF PALM DESERT
73-510 Fred Waring Drive
Palm Desert, CA 92260
Subject: University Park — Request for Land Transfer
Dear Dave:
JN 20-100376
On behalf of the property owner, Desert Wells 237, LLC, RBF Consulting is requesting
approval from the City of Palm Desert Redevelopment Agency to adjust the common
property line between properties. The primary reason for this request is to ultimately
create a more aesthetically pleasing boundary between the two properties versus a
straight line. It is felt this adjustment will create better designs for both the proposed
single family tract on University Park and the future City golf course. Attached for your
review are exhibits depicting the existing and proposed property lines which reflect that
the before and after net acreages are the same. Also included is an exhibit reflecting the
additions and subtractions of acreage.
As discussed with Mark Greenwood and yourself, if approved by the City, a separate
parcel would be created and added to the Parcel Map for the entire University Village
project. Future street right of ways would be dedicated in order to construct the backbone
road system as approved in the City's General Plan which includes a right turn pocket on
Portola Avenue.
Upon your review please call me with any questions.
Sincerely,
Robert Ross, P.E.
Vice President
H:IPDATA12010037MA mi keprne$mir[rl Qartdb aferAlox>;o.346.7481 ■ Fax 760.346.8315
Offices located throughout California, Arizona & Nevada • www.RBF.com
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A ►r l 29, OO4 FRANK S I ATRA DRIVE
RESOLUTION NO. 05- 17
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PALM
DESERT APPROVING AN EXCHANGE AGREEMENT WITH DESERT
WELLS 237, LLC
THE CITY COUNCIL OF THE CITY OF PALM DESERT HEREBY FINDS,
DETERMINES, RESOLVES AND ORDERS AS FOLLOWS:
Section 1. In order to effectuate the provisions of the Redevelopment Plan
(the "Redevelopment Plan") for Project Area No. 2 (the "Project Area"), the Palm Desert
Redevelopment Agency (the "Agency") proposes to enter into an Exchange Agreement
(the "Agreement") with Desert Wells 237, LLC (the "Purchaser"), pursuant to which
Agreement the Agency will convey to the Purchaser title to that certain real property
described in Exhibit A to the Agreement (the "Agency Property") and located in the City of
Palm Desert, California (the "City"), y ), in exchange for the conveyance by the Purchaser to
the Agency of title to that certain real property described in Exhibit B to the Agreement (the
"Purchaser Property") and located in the City.
Section 2. On February 10, 2005, the City Council and the Agency Board
held a duly noticed public hearing on the approval of the Agency's proposed conveyance of
the Agency Property to the Purchaser pursuant to the Agreement, at which time all persons
desiring to comment on, or ask questions concerning, the Agreement were given the
opportunity to do so. Prior to the public hearing, information concerning the Agency's
proposed conveyance of the Agency Property to the Purchaser was available for public
inspection in office of the City Clerk in accordance with Health and Safety Code Section
33433.
Section 3. Based upon the foregoing and other information presented to the
City Council, the City Council hereby finds and determines that (i) the conveyance of the
Agency Property to the Purchaser is consistent with the Agency's implementation plan
adopted pursuant to Health and Safety Code Section 33490; (ii) the conveyance of the
Agency Property to the Purchaser pursuant to the Agreement will assist in the elimination
of one or more blighting conditions inside the Project Area, and (iii) the consideration for
the Agency Property is not less than the fair market value of the Agency Property at its
highest and best use in accordance with the Redevelopment Plan for the Project Area.
P6402100011775117.2
RESOLUTION NO. 05- 17
Section 4. The City Council hereby approves the conveyance of the Property
to the Purchaser.
PASSED, APPROVED and ADOPTED this 10 day of February 2005, by the
following vote to wit:
AYES:
NOES:
ABSENTS:
ABSTAINS:
ATTEST:
Rachelle D. Klassen, City Clerk
P640210001\775117.2
By:
2
Buford A. Crites, Mayor
RESOLUTION NO. 497
A RESOLUTION OF THE PALM DESERT REDEVELOPMENT AGENCY
APPROVING AN EXCHANGE AGREEMENT WITH DESERT WELLS 237,
LLC
THE PALM DESERT REDEVELOPMENT AGENCY HEREBY FINDS,
DETERMINES, RESOLVES AND ORDERS AS FOLLOWS:
Section 1. In order to effectuate the provisions of the Redevelopment Plan
(the "Redevelopment Plan") for Project Area No. 2 (the "Project Area"), the Palm Desert
Redevelopment Agency (the "Agency") proposes to enter into an Exchange Agreement
(the "Agreement") with Desert Wells 237, LLC (the "Purchaser"), pursuant to which
Agreement the Agency will convey to the Purchaser title to that certain real property
described in Exhibit A to the Agreement (the "Agency Property") and located in the City of
Palm Desert, California (the "City"), in exchange for the conveyance by the Purchaser to
the Agency of title to that certain real property described in Exhibit B to the Agreement (the
"Purchaser Property") and located in the City.
Section 2. On February 2, 2005, the City Council and the Agency Board held
a duly noticed public hearing on the approval of the Agency's proposed conveyance of the
Agency Property to the Purchaser pursuant to the Agreement, at which time all persons
desiring to comment on, or ask questions concerning, the Agreement were given the
opportunity to do so. Prior to the public hearing, information concerning the Agency's
proposed conveyance of the Agency Property to the Purchaser was available for public
inspection in office of the City Clerk in accordance with Health and Safety Code Section
33433.
Section 3. Based upon the foregoing and other information presented to the
Agency, the Agency hereby finds and determines that (i) the conveyance of the Agency
Property to the Purchaser is consistent with the Agency's implementation plan adopted
pursuant to Health and Safety Code Section 33490; (ii) the conveyance of the Agency
Property to the Purchaser pursuant to the Agreement will assist in the elimination of one or
more blighting conditions inside the Project Area, and (iii) the consideration for the Agency
Property is not less than the fair market value of the Agency Property at its highest and
best use in accordance with the Redevelopment Plan for the Project Area.
Section 4. The Agency hereby approves the conveyance of the Property to
the Purchaser and hereby authorizes its Executive Director to execute and deliver the
Agreement in substantially the form presented to the Agency at this meeting and now on
file with the City Clerk, together with all other documents and agreements pertaining to the
P6402\0001 \775105.2
RESOLUTION NO. 497
Agreement, with such changes therein as may be necessary and as the Executive Director
may approve, in his discretion, as being in the best interests of the Agency, such approval
to be conclusively evidenced by the execution and delivery thereof.
PASSED, APPROVED and ADOPTED this 10th day of February 2005 by the
following vote to wit:
AYES:
NOES:
ABSENTS:
ABSTAINS:
ATTEST:
Rachelle D. Klassen, Secretary
P6402\0001 \775105.2
By:
Buford A. Crites, Chairman
2
Contract No. R23430
EXCHANGE AGREEMENT
This EXCHANGE AGREEMENT is made and entered into as of the day of
January, 2005, by and between the PALM DESERT REDEVELOPMENT AGENCY, a
public body corporate and politic (the "Agency"), and DESERT WELLS 237, LLC, a
California limited liability company (the "Company").
RECITALS
A. Agency is the owner of certain real property located in the City of Palm Desert,
County of Riverside, State of California, more fully described on Exhibit A hereto (the "Agency
Parcel").
B. Company is the owner of certain real property located in the City of Palm Desert,
County of Riverside, State of California, more fully described on Exhibit B hereto (the
"Company Parcel"). The Company Parcel is adjacent to the Agency Parcel.
C. Agency and Company wish to exchange the Agency Parcel and Company Parcel
for their mutual benefit.
NOW, THEREFORE, in consideration of the foregoing it is agreed as follows:
1. Agreement.
a. At closing, Agency will convey the Agency Parcel to Company by
a good and sufficient grant deed, free and clear of all liens and encumbrances other than
covenants, conditions, restrictions, and easements of record as of the date hereof which have not
been disapproved by Company pursuant to Paragraph 2 below.
b. At closing, Company will convey the Company Parcel to Agency,
by a good and sufficient grant deed, free and clear of all liens and encumbrances other than
covenants, conditions, restrictions, and easements of record as of the date hereof which have not
been disapproved by Agency pursuant to Paragraph 2 herein below. Agency shall execute and
deliver to Company a Certificate of Acceptance to be attached to such grant deed prior to
recordation.
c. At closing, the Agency and Company shall execute and record that
certain Release and Easement Agreement in the form attached hereto as Exhibit C.
d. The transactions contemplated by Paragraphs la, lb, and lc above,
shall constitute a single transaction and shall close concurrently.
P6402\00011773952.5
DOCSLA-15430234.4-SNG UYEN
Contract No. R23430
2. Condition of Title; Title Insurance.
a. Stewart Title of California, Inc., or a mutually acceptable title
insurance company (the "Title Company"), shall be the title insurance company for the
consummation of the transaction contemplated hereby, and each of the parties shall deliver or
cause to be delivered to the other party a preliminary title report issued by the selected Title
Company (together with legible copies of all documents referred to therein) with respect to the
parcel then owned by the delivering party. The Company shall be solely responsible for the
payment of all reasonable costs associated with both such preliminary title reports.
b. Within ten (10) business days after receipt of the preliminary title
report and accompanying documents, the receiving party shall approve or disapprove the
condition of title to the parcel in question by giving notice in writing thereof to the delivering
party. In the event that the receiving party shall give notice of disapproval of one or more title
exceptions, the delivering party shall have five (5) business days within which to either (i) agree
to cure the exception or exceptions to which objection was taken, or (ii) to give notice in writing
to the objecting party that it cannot (or cannot economically) cure the exception(s) to which
objection was taken. In such circumstance, the objecting party shall have five (5) business days
after receipt of such notice to either (x) waive the objection, or (y) terminate the transaction
contemplated hereby.
c. In the event that no notice of disapproval of title is given with
respect to a particular parcel within the ten (10) business day period provided for in Paragraph
2b, the condition of title to such parcel, as reflected in the preliminary title report, shall be
deemed approved.
d. At closing, each of the parties shall cause Title Company to either
(1) endorse each of the Prior Policies in the following manner: (a) with respect to the Agency
Prior Policy, to delete the Agency Parcel and to include the Company Parcel; and (b) with
respect to the Company prior policy, to delete the Company Parcel and to include the Agency
Parcel, or (2) issue and deliver to the other party a CLTA Owners form of title insurance (a
"Titl_ e Policy'°). The endorsement referenced in each of clause (a) and (b) or each Title Policy, as
the case may be, shall provide coverage in the amount of Fifty Thousand Dollars ($50,000)
guarantying title to the applicable parcel, which shall be in the condition set forth in the approved
preliminary title report. The Company shall be solely responsible for the payment of all
reasonable costs associated with both such title policies.
3 • Condition of Properties. Each of the parties shall have the right to enter
into the property of the other for the purposes of conducting engineering, soils and seismic tests
and environmental assessments. The Company and the Agency each hereby represent and
acknowledge that Agency has previously received a phase 1 environmental assessment report
applicable to the Company Parcel. There parties hereby agree if the Agency requires more
extensive tests and/or assessments beyond such phase 1 report, then all costs associated therewith
shall be borne solely by the Agency. Each of the parties shall indemnify, defend, and hold the
other free and harmless against any and all loss, obligation or liability arising out of or in
connection with such entry. The parties' indemnification obligations shall survive the
termination of this Exchange Agreement and the closing.
P6402\00011773952.5
DOCSLA-15430234.4-SNG UYE N
2
Contract NO. R23430
Such tests shall be completed within thirty (30) days after execution hereof, and the
testing party shall thereupon either approve or disapprove all such matters by giving notice in
writing thereof to the other party. In the event of any disapproval, this Exchange Agreement
shall be deemed terminated and shall be of no further force or effect. Any such matter not
disapproved as above provided shall be deemed approved. Except as provided herein, the parties
agree that each is relying solely on its examination of the parcel in its decision to acquire such
parcel and not on any representation or warranty of the transferring party.
Except as provided hereinabove, each of the parties agrees that the parcels are being
conveyed in an "as is, where is" condition without warranty express or implied.
4. Conditions Precedent. The parties hereto shall not be obligated to
consummate the transactions contemplated by this Agreement unless and until the Company has
caused, at its expense, the closing of such transactions to be in compliance with the California
Subdivision Map Act, as amended.
5. Closing Costs and Expenses. The Company shall be solely responsible for
the payment of all closing costs, recording fees, and escrow fees and expenses with respect to the
transactions contemplated hereby. Company shall be solely responsible for the payment of all
property taxes accrued on the Company Parcel to the date of closing. The parties shall
consummate the transactions described in Paragraphs 1a and lb by means of an escrow with the
title company selected by the parties pursuant to Paragraph 2a.
5. Assignments. The rights and duties hereunder may not be assigned or
delegated by either party without the prior written consent of the other party.
6. Successors. This Agreement shall be binding upon and inure to the
benefit of the parties and their respective successors and assigns.
7. Amendments. No provision of this Agreement may be amended or
changed except by an agreement in writing, signed by the parties. Each of the parties may waive
any precondition to closing which is included herein for its sole benefit by delivering to the
other a statement in writing to that effect signed by an authorized representative of such party.
8. Attorneys' Fees. In the event of any dispute or litigation regarding the
enforcement or interpretation of any provision of this Agreement, the prevailing party shall be
entitled to recover from the other party all reasonable expenses, including attorneys' fees and
costs, whether or not suit is brought or judgment is rendered.
9. Future Documents and Acts. Each of the parties agree to execute,
acknowledge when appropriate, and deliver such future documents and perform such other acts
as may be reasonably necessary or appropriate to consummate and carry into effect the
transactions contemplated under this Agreement.
10. Headings. Headings are provided for convenience only and are not to
serve as basis for interpretation or construction of this Agreement, nor as evidence of the
intention of the parties.
P6402\0001\773952.5
3
DOCSLA-15430234.4-SNGUYEN
Contract NO. R23430
11. Time of the Essence. Time is of the essence of each provision of this
Agreement in which time is an element.
12. Severability. In the event any provision in this Agreement or any
document contemplated by this Agreement shall be ruled invalid, illegal or unenforceable, such
provision shall be severable from the remainder of this Agreement and the validity, legality and
enforceability of the remaining provisions shall not be affected or impaired in any way.
13. No Presumption Re Drafter. The parties acknowledge and agree that the
terms and provisions of this Agreement have been negotiated and discussed between the parties
and that this Agreement reflects their mutual agreement regarding the subject matter of this
Agreement. Because of the nature of such negotiations and discussions, it would be
inappropriate to deem any party to be the drafter of this Agreement, and therefore no
presumption for or against the drafter shall be applicable in interpreting or enforcing this
Agreement.
14. Entire Agreement. This Agreement is intended by the parties as a final
expression of their agreement and as a complete and final statement of the terms and conditions
of that agreement, and shall supersede any and all prior agreements or understandings relating to
the same subject matter.
15. Notices. Any notices required to be given hereunder may be personally
served or may be placed in the United States Mail, postage prepaid, certified mail, return receipt
requested, addressed as follows:
To Agency: Palm Desert Redevelopment Agency
73-510 Fred Waring Drive
Palm Desert, California 92260
Attention: David L. Yrigoyen
With Copy to: Richards, Watson & Gershon
355 South Grand Avenue, 40th Floor
Los Angeles, California 90071-3101
Attention: Jim G. Grayson, Esq.
To Company: Desert Wells 237, LLC
5005 Calle San Raphael, Suite B-1
Palm Springs, California 92264
Attention: Michael S. Marix
With Copy to: Reed Smith LLP
355 South Grand Avenue, Suite 2900
Los Angeles, California 90071
Attention: Thomas L. Harnsberger
16. Closing/Termination. The closing shall occur at the time and on the date
mutually agreed to by the parties; but in any event on or before March 31, 2005. If the closing
P6402\0001\773952.5
4
OOCSLA-15430234.4-SNGUYEN
Contract NO. R23430
shall fail to occur on or before March 31, 2005, this Exchange Agreement shall automaticall
terminate and be of no further force or effect. Y
Each of the parties reserves the right to change its address for service of notices by givin
notice thereof, in writing, to the other party as provided herein. g
[Remainder of page intentionally left blank — signature page follows]
P6402\00011773952.5
DOCSLA-15430234.4-SNG UYEN
Contract No. R23430
IN WITNESS WHEREOF, the parties set their hands as of the day and year first above
Bove
"Agency"
APPROVED AS TO FORM:
Richards, Watson & Gershon,
a professional corporation
By:
Agency Attorney
P6402\00011773952.5
PALM DESERT REDEVELOPMENT
AGENCY,
a public body, corporate and politic
By:
Name:
Title:
ATTEST:
Secretary
D O C S L A-154 3 023 4.4-S N G U YE N
6
Contract No. R23430
"Company" DESERT WELLS 237 LLC,
a California limited liability company
By: Palm Desert 237, LLC,
a California limited liability company
Title: Manager
By: Marix Family Limited Partnership,
a Delaware limited partnership
Title: Manager
By: Marix Family Trust Under
Declaration of Trust dated as of
October 12, 2000, as amended, by
Michael S. Marix, Sole Trustee
Title: General Partner
By: Michael S. Marix
Its: Sole Trustee
P6402\0001 \773952.5
DOCSLA-15430234.4-SNGUYEN
Contract NO. R23430
P6402\0001\773952.5
EXHIBIT A
Agency Parcel
A-1
DOCSLA-15430234.4-S NG UYEN
Contract NO. R23430
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EXHIBIT B
Company Parcel
B-1
Contract NO. R23430
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Contract NO. R23430
EXHIBIT C
Form of Release and Easement Agreement
RECORDING REQUESTED BY:
PALM DESERT REDEVELOPMENT AGENCY
AND WHEN RECORDED RETURN TO:
Palm Desert Redevelopment Agency
73-510 Fred Waring Drive
Palm Desert, California 92260
Attn: David L. Yrigoyen
[The undersigned Grantor declares that this document is exempt from Documentary Transfer Tax
pursuant to Revenue and Taxation Code Section 11922]
RELEASE AND EASEMENT AGREEMENT
This RELEASE AND EASEMENT AGREEMENT (the "Agreement") is made
and entered into as of the day of , 2005, by and between the PALM DESERT
REDEVELOPMENT AGENCY, a public body corporate and politic (the "Agency"), and
DESERT WELLS 237, LLC, a California limited liability company (the "Company").
RECITALS
A. Agency is the owner of certain real property located in the City of Palm
Desert, County of Riverside, State of California, more fully described on Exhibit A hereto (the
"Agency Parcel").
B. Company is the owner of certain real property located in the City of Palm
Desert, County of Riverside, State of California, more fully described on Exhibit B hereto (the
"Company Parcel"). The Company Parcel is adjacent to the Agency Parcel.
C. Agency and Company have entered into that certain Exchange Agreement
dated as of , 2005, and pertaining to the Agency Parcel and the Company Parcel
(the "Exchange Agreement").
D. The Agency may cause all or a portion of the Agency Parcel to be
developed as a golf course, and the Agency he be benefit of the Agencyd Company have reed that this and the Agency�Parcel o the
eement shall
be recorded against Company Parcel fo
date of closing of the transaction contemplated by the Exchange Agreement.
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NOW, THEREFORE, in consideration of the foregoing it is agreed as follows:
1. Release. THE COMPANY FOR ITSELF, AND ON BEHALF OF
EACH OF ITS SUCCESSORS AND ASSIGNS AND SUCCESSORS IN INTEREST TO
ALL OR ANY PORTION OF THE COMPANY PARCEL, AND THEIR RESPECTIVE
FAMILY, GUESTS, TENANTS, INVITEES AND LICENSEES(COLLECTIVELY, THE
"OWNER PARTIES", AND INDIVIDUALLY AN "OWNER PARTY"), HEREBY
AGREES THAT UPON DEVELOPMENT OF THE AGENCY PARCEL AS A GOLF
COURSE FACILITY, THE OWNER PARTIES WILL RELEASE AND DISCHARGE
AGENCY AND EACH OF ITS SUCCESSORS IN INTEREST TO THE AGENCY
PARCEL, THE OPERATOR OF THE GOLF COURSE FACILITY, THE OWNER OF
THE GOLF COURSE FACILITY, THE GOLF COURSE ARCHITECT, AND THEIR
RESPECTIVE MEMBERS, PRINCIPALS, EMPLOYEES, PARTNERS, OFFICERS,
DIRECTORS, SHAREHOLDERS, TRUSTEES, AGENTS, LESSEES, ASSIGNEES AND
SUCCESSORS (COLLECTIVELY THE "RELEASED PARTIES"), FROM AND
AGAINST ALL CLAIMS, DEMANDS, EXPENSES, DAMAGES, COSTS (INCLUDING
ATTORNEY FEES), CAUSES OF ACTION, OBLIGATIONS, AND LIABILITIES
INCLUDING, WITHOUT LIMITATION, DAMAGE TO THE COMPANY PARCEL,
INJURY (INCLUDING DEATH) TO AN OWNER PARTY OR DAMAGE TO OR LOSS
OF AN OWNER PARTY'S PERSONAL OR REAL PROPERTY, TO THE EXTENT
ARISING FROM (1) THE ENTRY OF GOLF BALLS ONTO THE COMPANY
PARCEL, (2) ANY OWNER PARTY'S PRESENCE OR ACTIVITIES ON THE
AGENCY PARCEL, AND (3) THE PROXIMITY OF THE COMPANY PARCEL TO
THE GOLF COURSE.
2. Easement. Living adjacent to or near a golf course carries with it the risk
of damage caused to persons and property by golf balls coming onto adjacent property from the
golf course. Agency has provided no assurances whatsoever concerning the frequency with
which golf balls will enter the Company Parcel, including the yards and buildings that may be
constructed on the Company Parcel, following development of the Agency Parcel as a golf
course facility, and has provided no guaranties as to what, if any, action may be taken by the
Agency to mitigate such entry. In light of such facts, the Company does hereby grant to the
Agency in perpetuity nonexclusive easements, for the benefit of and appurtenant to the Agency
Parcel, in, over and across the Company Parcel, and the airspace there above, for the following
purposes:
(a) the flight of golf balls through the air over the Company Parcel,
and any buildings or other improvements that may be constructed thereon; and
(b) the entry of golf balls onto the Company Parcel, and any buildings
or other improvements that may be constructed thereon.
3. Waiver of View Rights. The Company for itself, and on behalf of the
Owner Parties, hereby forever releases for the benefit of the Released Parties any and all right
that the Company and Owner Parties may have to view over or across the Agency Parcel from
the Company Parcel and any buildings that may be constructed thereon. The release contained in
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this Section 3 shall become effective upon the development of the Agency Parcel as a golf course
facility.
4. Successors. This Agreement shall be binding upon and inure to the
benefit of the parties and their respective successors and assigns.
5. Notice to Purchasers of Com an Parcel. The Company agrees for itself,
and its successors and assigns and successors in interest to the Company Parcel, that it will
provide written notice and a complete and accurate copy of this Agreement to each purchaser of
the Company Parcel or any part thereof prior to the close of each such transaction.
6. Covenants Running With the Land. The covenants and agreements of the
Company hereunder are made on its own behalf (as owner of the Company Parcel) and on behalf
of the successive owners of the Company Parcel for the direct benefit of the Agency Parcel, the
Agency and the successive owners of the Agency Parcel, it being the intent of the Company and
the Agency that foregoing covenants and agreements of the Company shall be "covenants
running with the land" as defined in California Civil Code 1468, the burdens of which shall be
binding on the Company Parcel and its successive owners for the direct benefit of the Agency
Parcel and its successive owners.
7. Amendments. No provision of this Agreement may be amended or
changed except by an agreement in writing, signed by the parties. Each of the parties may waive
any precondition to closing which is included herein for its sole benefit by delivering to the
other a statement in writing to that effect signed by an authorized representative of such party.
8. AttorneyFsg§, In the event of any dispute or litigation regarding the
enforcement or interpretation of any provision of this Agreement, the prevailing party shall be
entitled to recover from the other party all reasonable expenses, including attorneys' fees and
costs, whether or not suit is brought or judgment is rendered.
9. Future Documents and Acts. Each of the parties agree to execute,
acknowledge when appropriate, and deliver such future documents and perform such other acts
as may be reasonably necessary or appropriate to consummate and carry into effect the
transactions contemplated under this Agreement.
10. Hea_ dims. Headings are provided for convenience only and are not to
serve as basis for interpretation or construction of this Agreement, nor as evidence of the
intention of the parties.
11. Time of the Essence. Time is of the essence of each provision of this
Agreement in which time is an element.
12. Seve_ rability. In the event any provision in this Agreement or any
document contemplated by this Agreement shall be ruled invalid, illegal or unenforceable, such
provision shall be severable from the remainder of this Agreement and the validity, legality and
enforceability of the remaining provisions shall not be affected or impaired in any way.
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Contract NO. R23430
13. No Presumption Re Drafter. The parties acknowledge and agree that the
terms and provisions of this Agreement have been negotiated and discussed between the parties
and that this Agreement reflects their mutual agreement regarding the subject matter of this
Agreement. Because of the nature of such negotiations and discussions, it would be
inappropriate to deem any party to be the drafter of this Agreement, and therefore no
presumption for or against the drafter shall be applicable in interpreting or enforcing this
Agreement.
14. Entire Agreement. This Agreement is intended by the parties as a final
expression of their agreement and as a complete and final statement of the terms and conditions
of that agreement, and shall supersede any and all prior agreements or understandings relating to
the same subject matter.
15. Counterparts. This Agreement may be executed in counterparts, all such
counterparts shall constitute one and the same agreement, and the signature of any party to any
counterpart shall be deemed a signature to, and may be appended to, any other counterpart.
16. Notices. Any notices required to be given hereunder may be personally
served or may be placed in the United States Mail, postage prepaid, certified mail, return receipt
requested, addressed as follows:
To Agency: Palm Desert Redevelopment Agency
73-510 Fred Waring Drive
Palm Desert, California 92260
Attention: David L. Yrigoyen
With Copy to: Richards, Watson & Gershon
355 South Grand Avenue, 40th Floor
Los Angeles, California 90071-3101
Attention: Jim G. Grayson, Esq.
To Company:
P6402\0001 \773952.5
Attention:
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Contract NO. R23430
above written.
IN WITNESS WHEREOF, the parties set their hands as of the day and year first
"Agency" PALM DESERT REDEVELOPMENT
AGENCY, a public body, corporate and politic
By:
Name:
Title:
ATTEST:
Secretary
APPROVED AS TO FORM:
Richards, Watson & Gershon,
a professional corporation
By:
Agency Attorney
"Company" DESERT WELLS 237, LLC,
a California limited liability company
P6402\0001\773952.5
By:
Name:
Title:
D O CSLA-15430234.4-S NG UYE N
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Contract NO. R23430
State of California
County of Riverside
}
}
}
On January , 2005, before me,
Public, personally appeared , a Notary
personally known to me (or proved to me on the basis of satisfactory evidence) to be the person
whose name is subscribed to the within instrument and acknowledged to me that he executed the
same in his authorized capacity, and that by his signature on the instrument the person, or the
entity upon behalf of which the person acted, executed the instrument.
WITNESS my hand and official seal.
Signature
(seal)
State of California
County of Los Angeles
}
}
}
On January , 2005, before me,
Public, personally appeared , a Notary.
personally known to me (or proved to me on the basis of satisfactory evidence) to be the person
whose name is subscribed to the within instrument and acknowledged to me that he executed the
same in his authorized capacity, and that by his signature on the instrument the person, or the
entity upon behalf of which the person acted, executed the instrument.
WITNESS my hand and official seal.
Signature
(seal)
P6402\00011773952.5
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Contract NO. R23430
State of California
County of Riverside
}
}
}
On January , 2005, before me, , a Notary
Public, personally appeared
personally known to me (or proved to me on the basis of satisfactory evidence) to be the person
whose name is subscribed to the within instrument and acknowledged to me that he executed the
same in his authorized capacity, and that by his signature on the instrument the person, or the
entity upon behalf of which the person acted, executed the instrument.
WITNESS my hand and official seal.
Signature
(seal)
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EXHIBIT A
Agency Parcel
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EXHIBIT B
Company Parcel
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DOCSLA-15430234.4-SNG UYEN
REASCO
REAL ESTATE ANALYSIS SERVICES CO.
POST OFFICE BOX 2809, PALM DESERT, CALIFORNIA 92261
TEL: (760) 340-1429; FAX: (760) 340-2041
EMAIL: LRWREASCO@AOL.COM
January 24, 2005
Mr. David Yrigoyen
Director of Redevelopment
PALM DESERT REDEVELOPMENT AGENCY
CITY OF PALM DESERT
73-510 Fred Waring Drive
Palm Desert, California 92260
Copy to: Justin McCarthy
REFERENCE: Proposed Exchange Of Land With Desert Wells 237, LLC
SUBJECT: Report Pursuant To Section 33433 Of The California
Health And Safety Code
NOTE 1: This report is based on the terms and conditions of the Exchange
Agreement Dated January 2005 between the Palm Desert
Redevelopment Agency (the "Agency") and Desert Wells 237, LLC
Dear Mr. Yrigoyen,
Section 33433 of the California Health and Safety Code stipulates that before any property
of the Agency, acquired directly or indirectly with tax increment funds, is sold or leased (or
otherwise conveyed) for development purposes pursuant to the redevelopment plan, the
conveyance shall first be approved by the legislative body by resolution after public hearing.
The property the Agency proposes to exchange with Desert Wells 237, LLC falls into the
category covered by Section 33433.
MY 33433 REPORTS/"33433 FOR RBF (2)" 25-Jan-05 11:23 AM
REAL ESTATE ANALYSIS SERVICES COMPANY
-PAGE2-
January 24, 2005
LETTER TO: Mr. David Yrigoyen
SUBJECT: Report Pursuant To Section 33433 Of The California
Health And Safety Code
We have prepared a comprehensive report, beginning on page three of this letter, which is
required in order to comply with Section 33433. Pursuant to the report, we have concluded
that the following findings can be included in the resolution approving the exchange:
FINDING #1: The property is currently completely unimproved, and the conveyance
of the property will assist in the elimination of blight in the Project Area.
FINDING #2: Conveyance of the property is consistent with the implementation
plan adopted pursuant to Section 33490 of the California Health and Safety Code.
FINDING #3: The consideration is not less that the Fair Market Value, at its highest
and best use in accordance with the Redevelopment Plan.
The rationale for these findings can be found in the report.
Sincerely,
Leonard R. Walk/
Leonard R. Wolk, President
Real Estate Analysis Services Company (REASCO)
MY 33433 REPORTS/"33433 FOR RBF (2)" 25-Jan-05 11:23 AM
REAL ESTATE ANALYSIS SERVICES COMPANY
- PAGE 3-
Following are the detailed Sections of the report:
SECTION 1 - A summary of the major business points of the proposed Exchange
Agreement (the "Agreement") between the Palm Desert Redevelopment Agency (the
"Agency"), and Desert Wells 247, LLC (the"Company") concerning the proposed
acquisition by the Company of certain real property owned by the Agency:
Reference is made to the Agreement for full particulars of any provision described
herein, and in the event of any inconsistency between the provisions herein and the
Agreement, the Agreement shall control.
A. The Subject Property:
1. The Agency owns fee title to certain unimproved real property (the "Property") in the
City of Palm Desert (the "City"). The Property is legally described in Exhibit A of the
Agreement and is comprised of approximately 170 gross acres and 169.3 net
acres (with allowances for streets).
B. Exchange Of a Portion Of The Subiect Property:
1. Subject to the terms and conditions of the Agreement, Agency proposes to adjust
the common property line between the Property and an adjacent parcel owned by
the Company so that the net acreage of the Property after the exchange will be the
same as it was before the exchange.
2. In implementing the property line adjustment, the Property will give up approximately
0.86 acres (the "Agency Property"), and will gain back 0.86 acres (the "Company
Property"), so there will be no net loss of property.
C. The Release and Easement Agreement ("REA"):
At closing of the Agreement, the Agency and the Company shall execute and record
the REA in the form attached to the Agreement as Exhibit C.
1. The Release: Since the Agency's Parcel may be developed as a golf course, the
REA stipulates that the Company and its successors, assigns and other designated
parties (the "Owner Parties") will release and discharge the Agency and its
designated parties (the "Release Parties") against all claims, expenses, costs,
damages and other eventualities (as described in the REA) arising from the entry
of golf balls onto the Company Parcel, and other occurrences.
Further details may be found in Paragraph 1 of the REA.
MY 33433 REPORTS/"33433 FOR RBF (2)" 25-Jan-05 11.23 AM
REAL ESTATE ANALYSIS SERVICES COMPANY
-PAGE4-
SECTION 1 - A summary of the major business points of the proposed
Agreement (continued):
C. The Release and Easement Agreement ("REA") - continued:
2. The Easement: The Company grants to the Agency, in perpetuity, non-exclusive
easements, for the benefit of and appurtenant to the Agency Parcel, in, over and
across the Company Parcel and the airspace there above, for the following purposes:
a. The flight of golfballs over the Company Parcel and any buildings or other
improvements that may be constructed thereon.
b. The entry of golfballs onto the Company Parcel and any buildings or other
improvements that may be constructed thereon.
Further details may be found in Paragraph 2 of the REA.
3. Waiver of view rights: The Company, for itself and on behalf of the Owner Parties,
forever releases the Release Parties from any and all right that the Company and
the Owner Parties may have to view over or across the Agency Parcel from the
Company Parcel and any buildings that may be constructed thereon. This section
shall become effective when the Agency Parcel is developed as a golf course.
D. Significant events before closing:
1. The condition of title and the physical condition of the exchange parcels will be
approved by each party.
Further details may be found in Paragraphs 2 and 3 of the Agreement.
E. Payment of costs associated with the transaction:
1. The Purchaser will pay all costs associated with all title reports.
2. The Parties acknowledge that the Agency has received a Phase 1 environmental
assessment report applicable to the Company's parcel. If the Agency requires
further tests and/or assessments beyond such Phase 1 report, the costs shall be
borne solely by the Agency.
3. The Purchaser will pay all the closing costs, recording fees and escrow fees with
respect to the proposed transaction.
Further details may be found in Paragraphs 2, 3 and 4 of the Agreement.
MY 33433 REPORTS/"33433 FOR RBF (2)" 25-Jan-05 11:23 AM
REAL ESTATE ANALYSIS SERVICES COMPANY
-PAGE5-
SECTION 2 - The cost of the Agreement to the Agency:
The Agency has determined that because of their respective locations and zoning, the
Agency Property and the Company Property are of equivalent value. Therefore, the net
cost of the Agreement to the Agency will be zero.
SECTION 3 - The estimated value of the interest to be conveyed (the Agency
Property), determined at the highest and best uses permitted under the
Redevelopment Plan.
A. Highest and best use for the interest to be conveyed:
1. Because of its location and zoning, we have determined that the highest and best
use for the Agency Property is as a portion of a site for a single-family housing
development.
B. Estimated value at the highest and best use of the interest to be conveyed:
1. Agency has determined that the estimated value of the Agency Property, at $5.00
per square foot, is equivalent to the estimated value of the Company Property (the
"Consideration").
Section 4 - The estimated value of the interest to be conveyed (the Agency
Property), determined at the use and with the conditions, covenents and
development costs required by the Agreement (the "reuse "value):
A. As a result of the transaction and pursuant to the Agreement, the Agency Property will
become part of the site for a University Park single-family housing development, which is the
highest and best use for the Agency Property. Therefore, the fair reuse value is equal to the
fair market value.
SECTION 5 - Findings to be included in the resolution approving
the exchange transaction:
A. Elimination of blight:
1. The conveyance will assist in the elimination of blight in the Project Area.
MY 33433 REPORTSr33433 FOR RBF (2)" 25-Jan-05 11:23 AM
REAL ESTATE ANALYSIS SERVICES COMPANY
-PAGE6-
SECTION 5 - Findings to be included in the resolution approving
the exchange transaction (continued):
B. The implementation plan:
1. The conveyance is consistent with the implementation plan adopted pursuant to
Section 33490 of the California Health and Safety Code.
C. The consideration:
1 Either the consideration is not Tess than the fair market value at its highest and best
use in accordance with the redevelopment plan, or the consideration is not less
than the fair reuse value at the use and with the covenants, conditions and
development costs authorized by the sale.
Pursuant to this report, the following findings can be included in the resolution
approving the sale:
FINDING #1: The Agency Property is currently completely unimproved, and
conveyance will assist in the elimination of blight in the Project Area.
FINDING # 2: The conveyance is consistent with the implementation plan adopted
pursuant to Section 33490 of the California Health and Safety Code.
FINDING #3: The consideration is not less that the Fair Market Value at its highest
and best use in accordance with the Redevelopment Plan.