HomeMy WebLinkAbout01-20-2015 C3 Real Property Exchange Agreement - 1804 Osos StreetCity of San Luis Obispo, Council Agenda Report, Meeting Date, Item Number
FROM: Derek Johnson, Community Development Director
Prepared By: Hal Hannula, Supervising Civil Engineer
Diane Dostalek, Engineering Consultant
SUBJECT: APPROVAL OF A REAL PROPERTY EXCHANGE AGREEMENT AND
ENVIRONMENTAL INDEMNITY AGREEMENT TO DISPOSE OF CITY
SURPLUS PROPERTY, BEING A PORTION OF RAILROAD AVENUE
FOR PARCEL MAP SLO 07-0094, 1804 OSOS STREET (GPC/TR 45-07)
RECOMMENDATION
Adopt a resolution approving the Real Property Exchange Agreement and the Environmental
Indemnity Agreement with Mike and Trudy Hodge and Chad and Deborah Van Till, who are the
subdividers of Parcel Map SLO 07-0094 at 1804 Osos Street, to dispose of City surplus property,
being a portion of Railroad Avenue.
DISCUSSION
Background
The surplus property consists of a portion of real property granted to the City by Southern Pacific
Transportation Company by Grant Deed dated December 30, 1985. It is a strip of land
approximately 13’ wide located adjacent to a proposed subdivision at 1804 Osos Street
(Attachment 1 - vicinity map). A vesting tentative map for the proposed subdivision, Parcel Map
SLO 07-0094 (TR 45-07), was approved by City Council on April 21, 2009, by Resolution
No. 10073 (2009 Series) (Attachment 2). The vesting tentative map (Attachment 3) approved a
vertical subdivision for a mixed-use development. The Council Resolution that approved the
tentative map also included the necessary findings to dispose of the City surplus property in
order to facilitate this infill development. The approved tentative map and the project’s
Architectural Review Commission Approval ARC 45-07 dated January 26, 2009, both show the
surplus property being incorporated into the proposed development.
Approving the Real Property Exchange Agreement and Environmental Indemnity
Agreement
The proposed Real Property Exchange Agreement (Attachment 4) defines the City surplus
property to be conveyed to subdivider and formalizes the terms of the exchange. In return for
City agreeing to convey the surplus property to subdividers, subdividers agree to construct
certain parking, sidewalk, and accessibility improvements that benefit the City and the public.
The cost of the improvements is roughly equal to the fair market value of the surplus property.
The conditions that are required to be met before the City will convey the surplus property are
listed in Section 3 of the Real Property Exchange Agreement.
Due to the proximity of the surplus property in relation to the railroad operations, the
Environmental Indemnity Agreement (Attachment 5) requires subdividers to indemnify the City
against future issues that may arise with regards to potential contamination on the surplus
property. The resolution approving the Real Property Exchange Agreement and Environmental
Indemnity Agreement (Attachment 6) also authorizes the City Manager to sign the agreements
and the Mayor to convey the surplus property to subdividers.
1/20/2015
C3
C3-1
REAL PROPERTY EXCHANGE, 1804 OSOS STREET (GPC/TR 45-07) Page 2
There are several ways to convey the surplus property to the subdivider, including grant deed or
quitclaim deed. In this case, it is recommended that the surplus property be conveyed by
quitclaim deed because there are some minor discrepancies in the metes and bounds legal
description between the City surplus property and the original grant deed. Furthermore, in the
original grant deed, Southern Pacific retained the rights to the property 500’ below the surface.
With a quitclaim deed, the City conveys only those portions of the real property that it actually
owns and makes no representation as to what those ownership rights may be. The Real Property
Exchange Agreement authorizes the City to decide the means of conveyance.
CONCURRENCES
The Public Works Department concurs with the recommended action.
ENVIRONMENTAL REVIEW
Included in the resolution approving the tentative map were the necessary General Plan
conformity findings required by California Government Code Section 65402 to dispose of City
property. The sale of surplus government property is exempt from the California Environmental
Quality Act, pursuant to Section 15312 (Surplus Government Property Sales) of the CEQA
Guidelines. Therefore, no further environmental review is required.
FISCAL IMPACT
There is a potential for lost revenue related to the disposition of the surplus property, but the value
of the improvements being constructed in exchange for the surplus property are essentially equal.
The number of parking stalls along this section of Railroad Avenue is proposed to remain the same,
so there should be no loss in parking revenue or spaces available for customers and employees
within the Railroad District.
ALTERNATIVES
Deny approval of the Real Property Exchange Agreement and the Environmental Indemnity
Agreement. If Council denies approval of the Real Property Exchange Agreement, then the
project as proposed by subdividers could not be built in its approved configuration. This would
be in conflict with the discretionary approvals already granted to subdividers by the City.
ATTACHMENTS
1. Vicinity Map
2. Resolution No. 10073 (2009 Series)
3. Vesting Tentative Map
4. Real Property Exchange Agreement
5. Environmental Indemnity Agreement
6. Draft Resolution Approving the Real Property Exchange Agreement and the
Environmental Indemnity Agreement
T:\Council Agenda Reports\2015\2015-01-20\Real Property Exchange Agreement (Johnson-Hannula-Dostalek)\Council Agenda Report.docx
C3-2
C3-3
Attachment 2
C3-4
Attachment 2
C3-5
Attachment 2
C3-6
Attachment 2
C3-7
Attachment 2
C3-8
Attachment 2
C3-9
Attachment 2
C3-10
Attachment 2
C3-11
Attachment 2
C3-12
Attachment 2
C3-13
Attachment 3
C3-14
Attachment 3
C3-15
Attachment 3
C3-16
ATTACHMENT 4
RECORDING REQUESTED BY
AND WHEN RECORDED, RETURN TO:
City Clerk
City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401
REAL PROPERTY EXCHANGE AGREEMENT
THIS REAL PROPERTY EXCHANGE AGREEMENT (“Agreement”) is dated as of
________________________, 201___, and is made and entered into by and between Michael K. Hodge,
Trudy Hodge, and Chad Van Til and Deborah L. Van Til, Trustees of the Van Til Family Trust dated
March 7, 2002 and amended and restated July 16, 2004 (collectively “DEVELOPERS”), and the City of
San Luis Obispo, a California municipal corporation and charter city (“City”). DEVELOPERS and City are
collectively referred to as “Parties”.
RECITALS
A. DEVELOPERS own that certain real property located at 1804 and 1814 Osos Street, San Luis
Obispo, CA as more particularly described in Exhibit A attached hereto and incorporated herein by
this reference (“DEVELOPERS’ Property”).
B. City owns that certain real property located adjacent to the railroad right-of-way as more particularly
described in Exhibit B attached hereto and incorporated herein by this reference (“City Property”).
C. DEVELOPERS were granted approval to develop DEVELOPERS’ Property per City Council
Resolution No. 10073 (2009 Series) and per Architectural Review Commission (ARC) approval
ARC 45-07.
D. To develop DEVELOPERS’ Property as entitled, it is necessary for DEVELOPERS to obtain and
utilize a portion of said City Property (“Surplus Property”) as described in Exhibit C and shown in
Exhibit D both of which are attached hereto and incorporated herein by this reference.
E. City Council Resolution No. 10073 made findings regarding the disposition of the Surplus Property.
It was determined that City no longer has need for the Surplus Property, and that the disposition of
Surplus Property to facilitate an affordable housing development is consistent with the policies of the
Land Use and Housing Elements of the General Plan.
F. In exchange for obtaining Surplus Property, DEVELOPERS agreed to construct certain
improvements (“Improvements”) benefitting the City and the public.
G. The Parties recognize that there is a risk that Surplus Property is impacted by underground soil
contamination resulting from past railroad operations. It is the intention of the Parties that, through
this agreement and a separate Environmental Indemnity Agreement recorded concurrently herewith,
DEVELOPERS assumes all risks, liabilities, and financial obligations arising from or relating to
contamination, if any.
C3-17
ATTACHMENT 4
AGREEMENT
NOW, THEREFORE, in consideration of the above recitals and the mutual covenants set forth
below, City and DEVELOPERS agree as follows:
1. Recitals Incorporated. The above Recitals are true and correct and are incorporated into this
Agreement by this reference.
2. Conveyance of Real Property. The method of conveyance/exchange shall be by quitclaim or any
other means as determined by City, in City’s sole and absolute discretion. The documents conveying the
property shall be recorded in the office of the County Recorder of San Luis Obispo County, California
(“County”) at no cost to City. Any fees and taxes required by County to record the conveyance shall be the
sole responsibility of DEVELOPERS.
3. Conditions Precedent to Conveyance for City’s Benefit. City’s obligation to convey title of Surplus
Property to DEVELOPERS is expressly conditioned upon DEVELOPERS completion of the following
conditions:
a. Submittal of improvement plans (“Improvement Plans”) showing the Improvements
within the City Property consistent with the tentative map for Parcel Map SLO 07-0094.
Improvements include parking reconfiguration, accessible path of travel upgrades, sidewalk
improvements, landscaping and irrigation, signing and striping, and drainage.
b. Approval of the Improvement Plans by the City.
c. Concurrent recordation of the second phase of Parcel Map SLO 07-0094 or some other map
or document approved by the City that incorporates the Surplus Property into the adjoining
parcels.
d. Construction and completion of the Improvements to the satisfaction of the City, or
submittal of an appropriate security guaranteeing completion of Improvements.
4. Condition of Title of Real Property. City makes no warranties, representations, claims or guarantees
as to the condition of title of Surplus Property.
5. Consideration. The Parties agree that the cost of Improvements and Surplus Property are of equal
value. The Improvements, together with the indemnification granted to City by DEVELOPERS in a separate
Environmental Indemnity Agreement, provide a significant public benefit as a whole and constitute adequate
consideration for the property transferred, and no monetary consideration shall be exchanged.
6. “As-Is”; Environmental Indemnity Agreement.
AS-IS, WHERE IS
To the maximum extent permitted by law, DEVELOPERS agree to accept the Surplus
Property on an “as-is” and “where-is” basis, with all faults and any and all latent and patent defects,
and without any representation or warranty, all of which City and its representatives hereby
disclaim.
As a material part of the consideration for the City’s agreement to enter into the Real Property
Exchange Agreement, City shall be released, held harmless and indemnified by DEVELOPERS and its
successors and assigns, and completely protected, to the fullest extent possible under the law, from any and
all claims, liabilities and obligations associated with the physical or environmental condition of Surplus
C3-18
ATTACHMENT 4
Property and DEVELOPERS and its successors and assigns, as transferees, shall accept all risks, liabilities
and financial obligations arising from or relating to the physical and environmental condition of Surplus
Property, regardless of the nature or degree of any defect in such condition. An Environmental Indemnity
Agreement shall be recorded concurrently with the Real Property Exchange Agreement.
7. Waiver. No delay or omission in the exercise of any right or remedy of a non-defaulting party
regarding any default by the other party shall impair such right or remedy or be construed as a waiver. A
party’s consent or approval of any act by the other party requiring consent or approval shall not be deemed to
waive or render unnecessary said party’s consent to or approval of any subsequent act of the other party.
Any waiver by either party of any default must be in writing and shall not be a waiver of any other default
concerning the same or any other provision of this Agreement.
8. Legal Action. In addition to any other rights or remedies either party has under this Agreement,
either party may take legal action to: (a) cure, correct or remedy any default by the other party; (b) compel
specific performance of this Agreement; (c) obtain injunctive relief; or (d) obtain any other remedy
consistent with the purpose of this Agreement.
9. Notices. Any notice, demand, request, consent, approval or communication under this Agreement
shall be in writing and either served personally or sent by prepaid, first-class mail to the address set forth
below. Either party may change its address by notifying the other party of the change of address in writing.
Notice shall be deemed given (a) upon personal delivery or (b) forty-eight (48) hours from deposit of such
notice in the United States mail, postage prepaid.
To City:
City of San Luis Obispo
919 Palm Street
San Luis Obispo, CA 93401
Attn: Director of Public Works
To DEVELOPERS:
Michael Hodge
351 San Miguel Avenue
San Luis Obispo, CA 93405
10. Agreement Assignment. DEVELOPERS shall not assign, transfer, convey or otherwise dispose of
the contract, or its right, title or interest, or its power to execute such a contract to any individual or business
entity of any kind without the previous written consent of the City.
11. Governing Law. This Agreement shall be governed by and construed in accordance with the laws of
the State of California.
12. Amendment. This Agreement may be amended at any time by the mutual consent of the Parties by a
written instrument signed by both Parties.
13. Authority. The persons executing this Agreement on behalf of the Parties hereto warrant that they
are duly authorized to execute this Agreement on behalf of said Parties and that by so executing this
Agreement, the Parties hereto are formally bound to the provisions of this Agreement.
14. Severability. Each term, covenant, condition or provision of this Agreement is intended to be
severable. If any term, covenant, condition or provision contained in this Agreement is held to be invalid,
C3-19
ATTACHMENT 4
void or illegal by any court of competent jurisdiction, such provision shall be deemed severable from the
remainder of this Agreement and shall in no way affect, impair or invalidate any other term, covenant,
condition or provision contained in this Agreement. If such term, covenant, condition or provision shall be
deemed invalid due to its scope or breadth, such covenant, condition or other provision shall be deemed valid
to the extent of the scope or breadth permitted by law.
15. Interpretation. The paragraph headings of this Agreement are for reference and convenience only,
are not made part of this Agreement and shall have no effect upon the construction or interpretation of any
part hereof. The provisions of this Agreement shall be construed in a reasonable manner to implement the
purposes of the Parties and of this Agreement. This Agreement shall be construed as if drafted jointly by
City and DEVELOPERS.
16. Indemnification. DEVELOPERS shall defend, indemnify, and hold harmless the City or its agents,
officers, and employees from any claim, action, or proceeding against the City or its agents, officers, or
employees arising out of or related to the City’s approval of this Agreement. The City shall promptly notify
DEVELOPERS of any claim, action, or proceeding received by the City.
17. Entire Agreement. This Agreement represents the entire understanding of City and DEVELOPERS
as to the matters contained herein, and no prior oral or written understanding shall be of any force or effect
with respect to the matters covered in this Agreement.
18. Attorney’s Fees. If any legal action or proceeding arising out of or relating to this Agreement
is brought by either party to this Agreement, the prevailing party will be entitled to receive from the other
party, in addition to any other relief that may be granted, the reasonable attorney's fees, costs, and expenses
incurred in the action or proceeding by the prevailing party.
C3-20
ATTACHMENT 4
IN WITNESS WHEREOF, the Parties have caused this Agreement to be executed by their respective
duly authorized officers and representatives as of the date first set forth above.
CITY OF SAN LUIS OBISPO,
a California municipal corporation
By:
Name:
Title:
ATTEST:
City Clerk
APPROVED AS TO FORM:
By:
City Attorney
DEVELOPERS
______________________________ ______________________________
Michael K. Hodge Trudy Hodge
Van Til Family Trust dated March 7, 2002
and amended and restated July 16, 2004
______________________________ ______________________________
By: Chad Van Til, Trustee By: Deborah L. Van Til, Trustee
C3-21
ATTACHMENT 4
CONSENT AND SUBORDINATION OF TRUST DEED BENEFICIARY
NOTICE: THIS CONSENT AND SUBORDINATION OF TRUST DEED BENEFICIARY
RESULTS IN YOUR SECURITY INTEREST IN THE PROPERTY
BECOMING SUBJECT TO THE AGREEMENT OF THE FOREGOING INSTRUMENT
The undersigned, beneficiary under that certain deed of trust and assignment of rents recorded on
April 12, 2013, as Document No. 2013-021166, in the Official Records of the County of San Luis
Obispo, does hereby join in, and consent to, each and all of the terms and provisions of the within
instrument, and does hereby subordinate its interests to the entire effect of this instrument. In this
regard, the undersigned does hereby agree upon request of any insuring title company to direct the
trustee under said deed of trust to execute and deliver to the County in recordable form acceptable
to such insuring title company partial re-conveyances as to any rights granted and to be granted to
the City of San Luis Obispo pursuant to this instrument.
Dated: ____________________
TRUST DEED BENEFICIARY
Premier Valley Bank
By: ______________________________________
Name: ____________________________________
Its: ______________________________________
STATE OF CALIFORNIA )
)ss
COUNTY OF SAN LUIS OBISPO )
On ______________, 201__, before me, ____________________________, Notary Public,
personally appeared _______________________ who proved to me on the basis of satisfactory
evidence to be the person(s) whose name(s) is/are subscribed to the within instrument, and
acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and
that by his/her/their signature(s) on the instrument the person(s) or the entity upon behalf of which the
person(s) acted, executed the instrument.
I declare under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Notary Public
A notary public or other officer completing this certificate verifies only the identity of
the individual, who signed the document to which this certificate is attached, and not
the truthfulness, accuracy, or validity of that document.
C3-22
ATTACHMENT 4
Exhibit A
Legal Description of Existing DEVELOPERS Property
Parcels 1, 3, and Remainder Parcel of Parcel Map SLO 07-0094-Phase 1, in the City of San Luis Obispo,
County of San Luis Obispo, State of California, according to the Map thereof recorded August 12, 2010 in
Book 74, pages 20 through 23 inclusive, of Parcel Maps in the Office of the County Recorder of said County.
C3-23
ATTACHMENT 4
Exhibit B
Legal Description of Existing City Property
Those portions of Blocks 181, 182, 183, and 187A of the Ingleside Homestead Tract in the City of San Luis
Obispo, County of San Luis Obispo, State of California, according to map thereof recorded in Book A,
page 132 of Maps in the Office of the County Recorder of said County and those portions of the
Loomis Addition to said City according to map thereof recorded in Book A, Page 126 of Maps, in the Office
of the County Recorder of said County described in the Grant Deed from Southern Pacific Transportation
Company to the City of San Luis Obispo recorded December 30, 1985, in Book 2786, Page 550 of Official
Records of said County Recorder.
C3-24
ATTACHMENT 4
C3-25
ATTACHMENT 4
C3-26
ATTACHMENT 5
RECORDING REQUESTED BY AND
WHEN RECORDED RETURN TO:
City of San Luis Obispo
City Clerk
990 Palm Street
San Luis Obispo, CA 93401
ENVIRONMENTAL INDEMNITY AGREEMENT
THIS ENVIRONMENTAL INDEMNITY AGREEMENT is dated as of
___________________, 201___, and is made and entered into by and between
Michael K. Hodge, Trudy Hodge, and Chad Van Til and Deborah L. Van Til, Trustees of
the Van Til Family Trust dated March 7, 2002 and amended and restated July 16, 2004
(collectively “DEVELOPERS”), and the City of San Luis Obispo, a California municipal
corporation and charter city (“City”). City and DEVELOPERS are collectively referred to
herein as the "Parties," and each individually as a "Party."
ARTICLE I. RECITALS
1.1 City is the owner of certain real property located at 1820 Osos Street in
the City of San Luis Obispo (Assessor’s Parcel No. 003-571-023), a portion of which
was transferred to DEVELOPERS pursuant to Document # _____________________
of the official records of San Luis Obispo County, State of California (the “Transfer
Document”), recorded on ___________________, 20___, (“Transfer Date”) as
pursuant to that certain “Real Property Exchange Agreement” dated
__________________, 20___, (the “Exchange Agreement”). Said portion of City
property transferred to DEVELOPERS by said Transfer Document, together with that
portion of Church Street abandoned according to Resolution No. ______ (20____
Series) recorded on ___________________, 20___, as Document #
_____________________ in the official records of said County, are hereinafter
collectively referred to as “Real Property”. The Real Property is described in
Exhibits A-1 and B-1, and shown in Exhibits A-2 and B-2, which are attached hereto and
incorporated herein by this reference.
1.2 As a material part of the consideration for the City’s agreement to enter
into the Exchange Agreement, City wishes to be released, held harmless and
indemnified by DEVELOPERS and its successors and assigns, and completely
protected, to the fullest extent possible under the law, from any and all claims, liabilities
and obligations associated with the physical or environmental condition of the Real
Property and to have DEVELOPERS and its successors and assigns, as transferees,
accept all risks, liabilities and financial obligations arising from or relating to the physical
and environmental condition of the Real Property, regardless of the nature or degree of
any defect in such condition.
1.3 After allowing DEVELOPERS a full opportunity to inspect the Real
Property in whatever manner it deemed appropriate, and in order to induce the transfer
of the properties, and pursuant to the Exchange Agreement, the Parties are executing
C3-27
ATTACHMENT 5
this Environmental Indemnity Agreement ("Indemnity Agreement") effective as of the
date first set forth above.
1.4 By this Indemnity Agreement, the Parties intend to insure that the City is
insulated, to the fullest extent possible, from all risks, liabilities and financial obligations
arising from or relating to the physical or environmental condition of the Real Property,
including, but not limited to any contamination by Hazardous Materials, as defined
below.
ARTICLE II. DEFINITIONS
2.1 For purposes of this Indemnity Agreement, the following capitalized terms
shall have the following meanings:
2.1.1 The term "Environmental Expenses" shall mean all costs and expenses
reasonably incurred in response to (a) a Hazardous Release; (b) an Environmental
Claim; or (c) the requirements of the Environmental Laws, including but not limited to
investigating, characterizing, responding to, removing or remediating Hazardous
Materials existing or allegedly existing, in, on or over the Real Property. By way of
example, and not limitation, it includes consulting and investigation fees, feasibility
studies, repair, detoxification, closure or other clean-up costs, reasonable attorney's
fees incurred (including, without limit, consultants’ and attorneys’ fees incurred in
evaluating, reviewing and supervising the response, removal and remediation measures
and in negotiating, litigating, satisfying or settling the Environmental Claims). W ithout
limitation such costs and expenses shall be at least coextensive with the types and
categories of reimbursable costs and expenses and administrative overhead
recoverable by the United States Government in cost recovery actions under the
Environmental Laws, including CERCLA, as defined below.
2.1.2 The term "Hazardous Materials" shall mean any substance or material,
which, because of its status as a waste, or its quantity, concentration or physical or
chemical characteristics, is at any time now or hereafter deemed by any federal, state or
local governmental authority to pose a present or potential hazard or threat to public
health, welfare or the environment, or which is regulated based on such potentially
hazardous effects. The term “hazardous materials” includes, without limitation, any
material or substance defined as a “hazardous” or “toxic” substance or “waste,” and any
pollutant or contaminant regulated under the federal or California Clean Water Act, the
Comprehensive Environmental Response, Compensation and Liability Act of 1980, as
amended (“CERCLA”) (42 U.S.C. Sections 9601 et seq.), the Resource Conservation
and Recovery Act (42 U.S.C. Sections 6901 et seq.), or pursuant to Section 25316 et
seq. of the California Health and Safety Code; any material listed pursuant to Section
25140 et seq. of the California Health and Safety Code; any man-made asbestos and
asbestos containing materials, and any petroleum, including, without limitation, crude oil
or any fraction thereof, natural gas or natural gas liquids; or otherwise under the
Environmental Laws.
2.1.3 The term "Hazardous Release" shall include any historic, actual or
imminent spilling, leaking, pumping, pouring, emitting, emptying, discharging, injecting,
C3-28
ATTACHMENT 5
escaping, leaching, dumping, storing, or disposing in, on, under or about the Real
Property of any Hazardous Materials.
2.1.4 The term "City Representatives" shall mean the City of San Luis Obispo,
its Council members, officers, employees, agents, contractors, and their respective
successors and assigns.
2.1.5 The term "Transfer Date" shall mean _____________, 201___ [the date
that the Transfer Document is recorded].
2.1.6 The term "Agency" shall mean any governmental agency having
jurisdiction over any Hazardous Materials located in, on, above, or under the Real
Property.
2.1.7 The term “Environmental Claim” shall mean (i) any claim, demand,
complaint, process, proceeding, penalty, or cause of action relating to a Hazardous
Release or (ii) any action, proceeding, penalty, liability, loss, damage or cost caused by
a breach of the provisions of this Indemnity Agreement.
2.1.8 The term "Environmental Laws" shall mean all present and future
federal, state and local laws, regulations, ordinances, mandates, decrees or other
regulation or imposition enforceable by any police powers, including those of an Agency
or other branch of government, as developed, created or amended from time to time,
and whether under common law, statutes, ordinances, regulations, rules, administrative
rules and policies, judicial or administrative orders or decrees, and all other
requirements or impositions of any Agency relating to the protection of human health or
the environment. Such term includes, without limitation: the Comprehensive
Environmental Response, Compensation and Liability Act, 42 U.S.C. Section 9601, et
seq.; the Hazardous Materials Transportation Act, 49 U.S.C. Section 1801, et seq.; the
Resource Conservation and Recovery Act, 42 U.S.C. Section 6901 et seq. (“RCRA”);
the Toxic Substances Control Act, 15 U.S.C. Sections 2601 et seq.; the Clean Water
Act, 33 U.S.C. Sections 1251 et seq.; the California Hazardous Waste Control Act,
Health and Safety Code Sections 25100 et seq.; the California Hazardous Substance
Account Act, Health and Safety Code Sections 25330 et seq.; the California Safe
Drinking Water and Toxic Enforcement Act, Health and Safety Code Sections 25249.5
et seq.; California Health and Safety Code Sections 25280 et seq. (Underground
Storage of Hazardous Substances); the California Hazardous Waste Management Act,
Health and Safety Code Sections 25170.1 et seq.; California Health and Safety Code
Sections 25501 et seq. (Hazardous Materials Response Plans and Inventory); the
California Porter-Cologne Water Quality Control Act, Water Code Sections 13000 et
seq.
C3-29
ATTACHMENT 5
ARTICLE III. INDEMNITY
3.1 DEVELOPERS and their successors and assigns hereby unconditionally
agree at their sole cost to indemnify, protect and to hold City Representatives harmless
from, and to defend the City Representatives (with counsel selected by City) against,
any and all (a) Environmental Claims; (b) Environmental Expenses; and (c) liabilities,
losses, damages, fines, penalties, charges, orders, judgments or liens; to the extent any
of the foregoing arise, directly or indirectly, in whole or in part out of: (i) a Hazardous
Release into, through, from or upon the Real Property; or (ii) any act or omission by
DEVELOPERS in discharge of its obligations under this Indemnity Agreement, including
without limit, the handling, investigation, treatment, storage, decontamination,
remediation, removal, transport or disposal of any Hazardous Materials.
DEVELOPERS’s liability hereunder is absolute and does not depend on whether the
events described in (a), (b), or (c) resulted from any act or omission of City, or if so
caused, whether City’s acts or omissions were legal, negligent, or within its control.
3.2 City’s rights to the indemnity and defense identified herein, and the
obligations undertaken by DEVELOPERS herein to provide such indemnity and
defense, shall supersede all other agreements between the Parties as of the Transfer
Date which are inconsistent with these provisions, and any contrary rights that
DEVELOPERS may have at common law or by statute are waived by DEVELOPERS.
No inspection, nor any failure by DEVELOPERS to inspect the Real Property, nor any
failure of any Party to exact any particular form of representation or warranty from any
other Party, shall be construed to modify, eliminate or diminish the indemnity obligations
of DEVELOPERS hereunder. Nothing in this Indemnity Agreement is meant to affect
the rights of any third party or governmental agency to proceed against any Party under
any federal, state or local law. Notwithstanding the foregoing, the City’s right to
indemnity and defense identified herein shall not extend to any liability for an
environmental condition of which the City had actual knowledge as of the date of the
Real Property Exchange Agreement.
ARTICLE IV. CONDITION OF PROPERTY
4.1 Prior to the Transfer Date, City may have delivered to DEVELOPERS
information or reports relating to the condition of the Real Property (collectively, the
“Reports”). DEVELOPERS acknowledges and agrees that if DEVELOPERS acquires
the Real Property, then it is acquiring the Real Property subject to any and all
deficiencies, defects and other matters referred to or otherwise set forth in any Reports
delivered to DEVELOPERS or otherwise made available to DEVELOPERS. City makes
no representations or warranties with respect to the adequacy or accuracy of the
Reports. City shall have no liability with respect to any matters disclosed or contained
in the Reports provided to DEVELOPERS. For purposes of this Indemnity Agreement,
DEVELOPERS shall be deemed to have actual knowledge of the contents of the
Reports, and to have pursued all reasonable further diligence that any reasonably
prudent person would have pursued in light of the information provided in such
documents.
C3-30
ATTACHMENT 5
4.2 DEVELOPERS acknowledge and agree:
(i) that, prior to the Transfer Date, DEVELOPERS has thoroughly inspected
the Real Property and observed all of the legal, environmental, zoning, land use,
seismic, title, survey and physical characteristics and conditions of the Real Property
and has approved of all such characteristics and conditions and by acquiring the Real
Property, DEVELOPERS waive any and all right or ability to make a claim of any kind or
nature against any of the City Representatives (defined herein) for any and all
deficiencies or defects in the characteristics and conditions of the Real Property which
would be disclosed by an inspection;
(ii) to acquire the Real Property with any and all of such deficiencies and
defects, and subject to all matters disclosed by City herein or in any separate writing
with respect to the Real Property;
(iii) none of the City Representatives has made any representations,
warranties or provided any promises or assurances of any kind whatsoever respecting
the Real Property, its condition, its size, the permitted uses or the suitability of
DEVELOPERS’s intended use of the Real Property other than as provided in this
Indemnity Agreement;
(iv) that it is purchasing (and the City is conveying) the Real Property in its
present condition, “AS IS”, “WHERE IS” AND WITH ALL FAULTS, and that no patent or
latent defect or deficiency in the condition of the Real Property whether or not known or
discovered, shall affect the rights of City, the City Representatives, or DEVELOPERS
hereunder;
(v) that any and all information and documents furnished to DEVELOPERS
by or on behalf of City relating to the Real Property, including the Reports, shall be
deemed furnished as a courtesy to DEVELOPERS and without any warranty of any kind
from or on behalf of the City;
(vi) that DEVELOPERS have performed an independent inspection and
investigation of the Real Property and have also investigated and have knowledge of
operative or proposed governmental laws and regulations including without limitation,
land use laws and regulations to which the Property may be subject; and
(vii) that DEVELOPERS shall acquire the Real Property solely upon the basis
of its independent inspection and investigation of the Real Property, including without
limitation, (a) the quality, nature, habitability, merchantability, use, operation, value,
marketability, adequacy or physical condition of the Real Property or any aspect or
portion thereof, including, without limitation, appurtenances, access, landscaping,
availability of utility systems, soils, geology and groundwater, or whether the Real
Property lies within a special flood hazard area, an area of potential flooding, a very
high fire hazard severity zone, a wildland fire area, an earthquake fault zone or a
seismic hazard zone, (b) the development or income potential of the Real Property, (c)
the zoning or other legal status of the Real Property or any other public or private
restrictions on the use of the Real Property, (d) the compliance of the Real Property or
its operation with any applicable codes, laws, regulations, statutes, ordinances,
C3-31
ATTACHMENT 5
covenants, conditions and restrictions of any governmental or regulatory agency or
authority or of any other person or entity, (e) the ability of DEVELOPERS to obtain any
necessary governmental approvals, licenses or permits for DEVELOPERS’s intended
use or development of the Real Property, (f) the presence or absence of Hazardous
Materials on, in, under, above or about the Real Property or any adjoining or
neighboring property, or (g) the condition of title to the Real Property.
CITY’S INITIALS: DEVELOPERS’S INITIALS:
_____________ _____________
ARTICLE V. REPRESENTATIONS
5.1 DEVELOPERS represent and warrant to City that:
(i) this Indemnity Agreement (a) is duly authorized, executed and delivered
by DEVELOPERS, (b) does not violate any provision of any judicial order to which
DEVELOPERS is a party or to which DEVELOPERS is subject and (c) constitutes a
valid and legally binding obligation of DEVELOPERS;
(ii) DEVELOPERS have full and complete power and authority to enter into
this Indemnity Agreement and to perform its obligations hereunder;
(iii) DEVELOPERS are not presently the subject of a bankruptcy, insolvency
or probate proceeding and DEVELOPERS neither anticipate nor intend to file or cause
to be filed any bankruptcy or insolvency proceeding involving DEVELOPERS or
DEVELOPERS’s assets during the pendency of this Indemnity Agreement;
(iv) DEVELOPERS are a sophisticated property manager with substantial
experience in acquiring assets of the same type as the Real Property and has such
knowledge and experience in financial and business matters that DEVELOPERS are
capable of evaluating the merits and risks of the Real Property;
(v) DEVELOPERS are represented by competent counsel; and
(vi) DEVELOPERS and their agents have thoroughly inspected the Real
Property, fully observed the characteristics and conditions of the Real Property, and are
purchasing the Real Property subject to the terms of this Indemnity Agreement,
including without limitation, Article III. The foregoing representations and warranties of
DEVELOPERS shall survive the transfer of the Real Property to DEVELOPERS.
5.2 DEVELOPERS and City each specifically acknowledge and agree that all
references in this Indemnity Agreement, in any of the exhibits attached hereto and in
any document, certificate or statement to be delivered by City to DEVELOPERS
hereunder, to the phrases “to City’s actual knowledge,” or “known to City” (whether used
in the phrase “to the actual knowledge of City,” “actually known to City,” “City’s
knowledge,” or in similar or other contexts):
C3-32
ATTACHMENT 5
(i) shall mean the actual (not constructive or imputed) personal knowledge of
the management employees of City with knowledge of the Real Property (which City
representatives are limited to Mayor Jan Marx and Public Works Director Daryl Grigsby;
(ii) shall in no case mean or refer to the actual or constructive knowledge of
any other City Representative; and
(iii) shall in no event or circumstance impose upon City or any of the City
Representatives any duty or obligation to verify, inquire or make any independent
inquiry or investigation of any such representation, warranty or statement, or to
otherwise investigate the facts or circumstances relating or otherwise pertinent thereto.
DEVELOPERS further acknowledge and agree that:
(i) none of the City Representatives shall be personally liable, or otherwise
have any personal liability, under or in connection with this Indemnity Agreement,
including without limitation, in connection with any of the representations, warranties or
statements made in connection with, or pursuant to, this Indemnity Agreement; and
(ii) DEVELOPERS shall have no right to rely on, and City shall have no
liability with respect to, any representation or warranty (including any future certification
or statement, actually or deemed made, as to representations or warranties) which
DEVELOPERS actually knows to be inaccurate or untrue at any time prior to the
Transfer Date.
Any claim, action or proceeding brought by DEVELOPERS against the City for any
alleged misrepresentation or failure to disclose any material fact relating to the Real
Property must be brought within one year of the Transfer Date or the same shall be
deemed waived and of no further effect. Any such claim shall be limited to the recovery
of direct damages.
ARTICLE VI. RELEASES
6.1 DEVELOPERS hereby agree that the City Representatives shall be, and
are hereby, fully and forever released and discharged from any and all liabilities, losses,
claims (including third party claims), demands, damages (of any nature whatsoever),
causes of action, costs, penalties, fines, judgments, attorneys’ fees, consultants’ fees
and costs and experts’ fees, special, indirect or consequential damages (collectively,
the “Claims”), whether direct or indirect, known or unknown, foreseen or unforeseen,
that may arise on account of or in any way be connected with the Real Property
including, without limitation, the physical, environmental and seismic condition of the
Real Property or the violation of any law or regulation applicable thereto, including,
without limitation, any Environmental Claim (regardless of when it first appeared)
relating to or arising from:
(i) the presence of any Hazardous Release, or the use, presence, storage,
release, discharge, or migration of Hazardous Materials on, in, under or around the Real
Property regardless of when such Hazardous Materials were first introduced in, on or
about the Real Property;
C3-33
ATTACHMENT 5
(ii) any patent or latent defects or deficiencies with respect to the Real
Property; and
(iii) any and all matters related to the Real Property or any portion thereof,
including without limitation, the condition and/or operation of the Real Property and each
part thereof, provided, however, that the City Representatives shall not be released
from any claim involving intentional and written misrepresentation or the direct damages
arising from a breach by City of this Indemnity Agreement.
DEVELOPERS hereby waive and agree not to commence any action, legal proceeding,
cause of action or suits in law or equity, of whatever kind or nature, including, but not
limited to, a private right of action under the federal superfund laws, 42 U.S.C. Sections
9601 et seq. and California Health and Safety Code Sections 25300 et seq. (as such
laws and statutes may be amended, supplemented or replaced from time to time),
directly or indirectly, against the City Representatives or their agents in connection with
the Claims described above. In connection with all of the foregoing provisions of this
section 6.1, DEVELOPERS expressly waives the provisions of Section 1542 of the
California Civil Code which provides:
A GENERAL RELEASE DOES NOT EXTEND TO CLAIMS WHICH THE
CREDITOR DOES NOT KNOW OR SUSPECT TO EXIST IN HIS FAVOR
AT THE TIME OF EXECUTING THE RELEASE, WHICH IF KNOWN BY
HIM MUST HAVE MATERIALLY AFFECTED HIS SETTLEMENT WITH
THE DEBTOR
and all similar provisions or rules of law. DEVELOPERS elect to and do assume all risk
for such Claims heretofore and hereafter arising, whether now known or unknown by
DEVELOPERS.
DEVELOPERS hereby agree, represent and warrant that: (i) factual matters now
unknown to it may have given or may hereafter give rise to Claims which are presently
unknown, unanticipated and unsuspected and (ii) the waivers and releases herein have
been negotiated and agreed upon in light of that realization and that DEVELOPERS
nevertheless hereby intend to release, discharge and acquit City from any such
unknown Claims.
Without limiting the foregoing, if DEVELOPERS have actual knowledge of (i) a default in
any of the covenants, contracts or obligations to be performed by City under this
Indemnity Agreement, (ii) any breach or inaccuracy in any representation of City made
in this Indemnity Agreement, and/or (iii) any fact or other matter related to the Real
Property, DEVELOPERS shall be conclusively deemed to have waived any such
default, breach or inaccuracy and/or fact or matter, and shall have no Claim against City
with respect thereto.
City has given DEVELOPERS material concessions regarding this transaction in
exchange for DEVELOPERS’s Release and all other assurances and agreements
under this Section 6.1. City and DEVELOPERS have each initialed this Section to
further indicate their awareness and acceptance of each and every provision hereof.
C3-34
ATTACHMENT 5
The provisions of this Section shall survive the transfer of the Real Property to
DEVELOPERS and shall not be deemed merged into any instrument or conveyance.
CITY’S INITIALS: DEVELOPERS’S INITIALS:
_____________ _____________
ARTICLE VII. MISCELLANEOUS
7.1 Notices. All notices and other communications under this Indemnity
Agreement shall be in writing and shall be deemed to have been duly given (a) on the
date of delivery, if delivered personally on the Party to whom notice is given, or if made
by telecopy directed to the Party to whom notice is to be given at the telecopy number
listed below, or (b) on receipt, if mailed to the Party to whom notice is to be given by first
class mail, registered or certified, return receipt requested, postage prepaid and
properly addressed as follows:
To City:
City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401-3249
Attention: City Manager
Facsimile: (805) 781-7109
with a copy to:
City Attorney
City of San Luis Obispo
990 Palm Street
San Luis Obispo, CA 93401-3249
Facsimile: (805) 781-7409
To DEVELOPERS:
Michael Hodge
351 San Miguel Avenue
San Luis Obispo, CA 93405
7.2 Governing Law. This Indemnity Agreement shall be governed by and
construed in accordance with the laws of the State of California.
7.3 Headings. The article and section headings in this Indemnity Agreement
are for convenience only and shall not be used in its interpretation or considered part of
this Indemnity Agreement.
C3-35
ATTACHMENT 5
7.4 Counterparts. This Indemnity Agreement may be executed in any number
of counterparts, each of which shall be deemed an original, but all of which together
shall constitute one and the same instrument.
7.5 Effect of Indemnity Agreement. This instrument sets forth the entire
agreement between the Parties concerning its subject matter. All negotiations relative
to the matters contemplated by this Indemnity Agreement are merged herein and there
are no other understandings or agreements relating to the matters and things herein set
forth other than those incorporated this Indemnity Agreement. No provision of this
Indemnity Agreement shall be altered, amended, revoked or waived except by an
instrument in writing signed by the Party to be charged with such amendment,
revocation or waiver. Subject to the provisions of Section 7.14, this Indemnity
Agreement shall be binding upon and shall inure to the benefit of the Parties hereto and
their respective successors and assigns.
7.6 Severability. If any clause or provision of this Indemnity Agreement is
illegal, invalid or unenforceable under applicable present or future laws, then it is the
intention of the Parties that the remainder of this Indemnity Agreement shall not be
affected but shall remain in full force and effect.
7.7 Payment; Interest. All payment obligations of any Party hereunder shall
be payable immediately upon demand. If not paid within sixty (60) days after demand,
they shall bear interest at ten percent (10%) per annum, unless otherwise specified
herein. Where the specified interest rate exceeds the maximum rate allowed by law,
the rate shall be deemed restated at the maximum legal rate.
7.8 Survival. Unless otherwise specified in this Indemnity Agreement, the
Parties hereby acknowledge and agree that the rights and obligations of each Party
under this Indemnity Agreement shall survive any transfer of title to any portion of the
Real Property.
7.9 Independent Obligations. Each Party's obligations hereunder are
independent of any or all of its other obligations to any other Party, and each Party may
enforce any of its rights hereunder independently of any other right or remedy that it
may at any time hold.
7.10 No Waiver. No failure or delay on the part of any Party in exercising any
right, power or remedy may be, or may be deemed to be, a waiver thereof; nor shall any
single or partial exercise of any right, power or remedy preclude the further exercise
thereof. Any change in the rights and remedies of the Parties shall be by written
agreement, executed by each Party; it shall not arise by conduct or implication.
7.11 Attorney's Fees. If any dispute arises out of or pertains to this Indemnity
Agreement, the prevailing Party shall be entitled to reasonable attorney's fees and costs
as the court may determine, regardless of whether the matter is tried to judgment.
7.14 Binding Nature. This Indemnity Agreement and the terms, covenants and
conditions hereof shall be binding upon and inure to the benefit of the Parties, the City
Representatives, and their respective successors and assigns.
C3-36
ATTACHMENT 5
7.15 Third Party Beneficiaries. The Parties hereby expressly acknowledge and
agree that this Indemnity Agreement is made and entered into for the express protection
and benefit of the Parties hereto, and those designated in this Indemnity Agreement and
no other party or entity whatsoever is a third party beneficiary hereof.
7.16 Jurisdiction. The Parties hereby expressly consent to, and will not
contest, the exercise of jurisdiction by a competent court of the State of California.
7.17 Construction. Whenever the context requires, all terms used herein in the
singular shall be construed in the plural and vice versa, and each gender shall include
each other gender.
7.18 No Party Deemed Drafter. Each Party participated in the preparation of
this Indemnity Agreement personally and with the benefit of counsel. If this Indemnity
Agreement is ever construed by a court of law or equity, such court shall not construe
this Indemnity Agreement or any provision hereof more harshly against any Party by
virtue of its role as drafter.
7.19 Time is of the Essence. Each Party recognizes that time is of the essence
in the performance of this Indemnity Agreement.
C3-37
ATTACHMENT 5
IN WITNESS WHEREOF, the Parties hereto have caused this Indemnity
Agreement to be duly executed as of the date first above written.
CITY OF SAN LUIS OBISPO,
a California municipal corporation
By:
Name:
Title:
ATTEST:
City Clerk
APPROVED AS TO FORM:
By:
City Attorney
DEVELOPERS
______________________________ ______________________________
Michael K. Hodge Trudy Hodge
Van Til Family Trust dated March 7, 2002
and amended and restated July 16, 2004
______________________________ ______________________________
By: Chad Van Til, Trustee By: Deborah L. Van Til, Trustee
ALL SIGNATURES MUST BE NOTARIZED
C3-38
ATTACHMENT 5
CONSENT AND SUBORDINATION OF TRUST DEED BENEFICIARY
NOTICE: THIS CONSENT AND SUBORDINATION OF TRUST DEED BENEFICIARY
RESULTS IN YOUR SECURITY INTEREST IN THE PROPERTY
BECOMING SUBJECT TO THE AGREEMENT OF THE FOREGOING INSTRUMENT
The undersigned, beneficiary under that certain deed of trust and assignment of rents recorded on
April 12, 2013, as Document No. 2013-021166, in the Official Records of the County of San
Luis Obispo, does hereby join in, and consent to, each and all of the terms and provisions of the
within instrument, and does hereby subordinate its interests to the entire effect of this instrument.
In this regard, the undersigned does hereby agree upon request of any insuring title company to
direct the trustee under said deed of trust to execute and deliver to the County in recordable form
acceptable to such insuring title company partial re-conveyances as to any rights granted and to
be granted to the City of San Luis Obispo pursuant to this instrument.
Dated: ____________________
TRUST DEED BENEFICIARY
Premier Valley Bank
By: ______________________________________
Name: ____________________________________
Its: ______________________________________
STATE OF CALIFORNIA )
)ss
COUNTY OF SAN LUIS OBISPO )
On ______________, 201__, before me, ____________________________, Notary
Public, personally appeared _______________________ who proved to me on the basis of
satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument,
and acknowledged to me that he/she/they executed the same in his/her/their authorized
capacity(ies), and that by his/her/their signature(s) on the instrument the person(s) or the entity
upon behalf of which the person(s) acted, executed the instrument.
I declare under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Notary Public
A notary public or other officer completing this certificate verifies only the identity of
the individual, who signed the document to which this certificate is attached, and not
the truthfulness, accuracy, or validity of that document.
C3-39
ATTACHMENT 5
C3-40
ATTACHMENT 5
C3-41
ATTACHMENT 5
C3-42
ATTACHMENT 5
C3-43
R _____
RESOLUTION NO. (2015 Series)
A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN LUIS OBISPO
APPROVING THE REAL PROPERTY EXCHANGE AGREEMENT AND THE
ENVIRONMENTAL INDEMNITY AGREEMENT WITH THE SUBDIVIDERS OF
PARCEL MAP SLO 07-0094, 1804 OSOS STREET, TO DISPOSE OF CITY SURPLUS
PROPERTY, BEING A PORTION OF RAILROAD AVENUE
WHEREAS, The City of San Luis Obispo is a charter city as defined in the California
Constitution article XI, section 5 and may transfer real property as provided by City Charter
Section 906; and
WHEREAS, the City Council made certain findings concerning the disposition of
surplus property (a portion of Assessor’s Parcel No. 003-571-023), as prescribed in Resolution
No. 10073 (2009 Series); and
WHEREAS, the City no longer has need for the surplus property, and the disposition of
the surplus property to facilitate infill development is consistent with the policies of the Land
Use and Housing Elements of the General Plan; and
WHEREAS, the sale of surplus government property is exempt from the California
Environmental Quality Act (“CEQA”), pursuant to Section 15312 of the CEQA Guidelines; and
WHEREAS, in exchange for acquisition of the surplus property, the subdividers of Parcel
Map SLO 07-0094 have agreed to construct certain improvements that benefit the City and the
public; and
WHEREAS, the parties recognize that there is a risk that the City property being transferred
herein is impacted by underground soil contamination resulting from past, present, and future
railroad operations; and
WHEREAS, the City wishes to be released from any claims, liabilities and obligations
associated with the physical or environmental condition of the surplus property; and
WHEREAS, the subdividers of Parcel Map SLO 07-0094 agree to accept all risks,
liabilities and obligations arising from or relating to the physical and environmental condition of the
surplus property.
NOW, THEREFORE, BE IT RESOLVED by the Council of the City of San Luis Obispo
as follows:
SECTION 1. The above recitals are true and correct and incorporated herein by this
reference.
SECTION 2. That the surplus property being transferred does not have any significant
value as wildlife habitat or other environmental purposes and that, due to the size and shape of the
property, it is incapable of independent development or use.
Attachment 6
C3-44
Resolution No. (2015 Series)
Page 2
SECTION 3. The Real Property Exchange Agreement is hereby approved.
SECTION 4. The Environmental Indemnity Agreement is hereby approved.
SECTION 5. The City Council hereby authorizes the City Manager to execute said
agreements on behalf of the Council of the City of San Luis Obispo.
SECTION 6. The City Council hereby authorizes the Mayor and City staff to take action
necessary to carry out the intent of this resolution.
Upon motion of _______________________, seconded by ________________________,
and on the following roll call vote:
AYES:
NOES:
ABSENT:
The foregoing resolution was adopted this ______ day of _______________ 2015.
________________________________
Mayor Jan Marx
ATTEST:
______________________________
Anthony Mejia
City Clerk
APPROVED AS TO FORM:
_____________________________
J. Christine Dietrick
City Attorney
T:\Council Agenda Reports\2015\2015-01-20\Real Property Exchange Agreement (Johnson-Hannula-Dostalek)\Attachment 6 - Draft Resolution
Approving Agreements.docx
Attachment 6
C3-45
This page is intentionally blank.
C3-46