HomeMy WebLinkAbout12-02-2015 SLO Chinatown, LLC and Hotel SLO, LLC - Deposit-Reimbursement AgreementDEPOSIT /REIMBURSEMENT AGREEMENT
This Deposit /Reimbursement Agreement ( "Agreement ") is made on this day of
e -,qce _ 2015 by and between the City of San Luis Obispo, a municipal corporation and
Charter City ( "City "), SLO Chinatown, LLC, a California limited liability company (the
"Copelands ") and Hotel SLO, LLC, a California limited liability company ( "Hotel LLC). The
Copelands and Hotel LLC will sometimes be collectively referred to herein as "Developer ".
RECITALS
WHEREAS, Copelands and the City have entered into that certain Agreement of Purchase and
Sale — Palm Development Site, dated as of December 19, 2011 (the "Palm Development PSA "),
for the acquisition of certain real property from the City defined as the Palm Development Property
in the Palm Development PSA.
WHEREAS, the Copelands propose to assign its rights under the Palm Development PSA to Hotel
LLC, and to expedite the purchase of the Palm Development Property (the "Transaction ").
WHEREAS, pursuant to the terms and conditions set forth herein, the Developer has agreed to
reimburse the City for its costs and expenses of legal counsel and all other reasonable costs,
including staff time of the City Attorney and other city staff, related to the City's review,
consideration and possible approval of a proposed amendment to the Palm Development PSA
and/or the closing of the Transaction, and/or any action or proceeding related thereto, including
but not limited to any litigation arising from the City's refusal to provide copies of records to which
the Developer asserts trade secret or other basis for non- disclosure(hereinafter the "Scope of
Work "); and,
AGREEMENT
NOW, THEREFORE, in consideration of the following mutual promises and agreements, City
and the Developer agree as follows:
1. IncoKporation of Recitals. The above recitals are true and correct and are incorporated
herein by this reference.
2. City to Retain Colil3SCI. The City may, in its sole and absolute discretion, retain, either by
temporary or permanent employee(s)( "Counsel Employees ") and/or by means of a
contract ( "Counsel Contract "), the services of legal staff, an attorney or law firm
(hereinafter collectively "Counsel ") in order to assist the City with the Scope of Work. The
City reserves the right, in its sole and absolute discretion, to amend the Scope of Work as
it deems necessary and appropriate in order for City to process the Developer's request
and/or close the Transaction. The City shall consult with the Developer regarding the
necessity for any such amendments but such amendments shall not require the Developer
consent.
3. The Developer to _ C000perate. The Developer agrees that it will instruct its agents,
employees, consultants, contractors and attorneys to reasonably cooperate with City and to
provide all necessary documents or information reasonably requested of them by the City..
Palm Development Reimbursement Agreement
4. City's Selection of Counsel. City acknowledges that it has selected Anne Russell, Interim
Assistant City Attorney, together with the City Attorney, J. Christine Dietrick, to act as the
Counsel pursuant to the terms hereof. The Developer agrees that the City may, in its sole
and absolute discretion, select another attorney or law firm to replace the Counsel identified
above and may do so without consulting with the Developer or obtaining the Developer's
prior approval. The Developer further acknowledges and agrees that the City may need to
retain additional legal counsel that are not known at this time in order to complete the Scope
of Work in a timely manner. In such event, the City shall notify the Developer of the need
for any additional legal counsel. If the Developer disagrees with the City's need to retain
additional legal counsel, then the Developer's sole and exclusive remedy will be to
terminate this Agreement pursuant to Section 10. The Developer understands that such
termination will relieve the City of further obligation to review, consider and process the
requested amendment to the Palm Development PSA. Notwithstanding the foregoing, even
if this Agreement is terminated, the parties acknowledge that the City and Copelands shall
continue to be contractually obligated by the terms of the Palm Development PSA, and that
the Palm Development PSA also provides for the Copelands to reimburse the City for the
legal fees incurred in connection with closing the Transaction contemplated by the Palm
Development PSA.
5. Developer_ Reimbursement of Counsel Costs and Expenses. City shall deduct its cost and
expenses incurred by Counsel ( "Counsel Costs ") from the deposit described in Paragraph
6 below. Unless City requests prior replenishment of the deposit under Paragraph 6(b)
below, upon receipt of an invoice for the costs and expenses incurred by Counsel ( "Counsel
Costs ") subject to reimbursement hereunder, the Developer shall pay the City for such
Counsel Costs at closing of the Transaction, or within fifteen (15) days of its receipt
thereof, whichever is sooner.
6. Deposits to be made by the Developer.
a. Initial Deposit. Developer shall provide the City with an initial deposit in the amount
of Ten Thousand Dollars ($10,000) by check payable to the City of San Luis Obispo at
the time of execution of the Agreement. The Initial Deposit, as well as any subsequent
Replenishment Deposit(s) described in Section 6(b) below (collectively the "Deposit ")
may be commingled with other funds of the City.
b. Replenishment Deposit(s). Subject to the provisions of this Agreement, Developer
hereby agrees that whenever the amount of the Deposit declines to $5,000 or less, the
City may request an additional deposit necessary to return the Deposit to an amount
reasonably necessary to cover all anticipated Counsel Costs as City may determine.
The Developer shall deliver such deposit to City within fifteen (15) days following
such written request.
c. Suspension of Work. Any work by Counsel shall be suspended if the Deposit is not
timely received or replenished, or any invoice not timely paid.
d. Return of Deposit. Within fifteen (15) days following the termination of this Agreement
or the closing of the Transaction, whichever is sooner, the City shall return any then
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unexpended portion of the Deposit to the Developer, without interest, less any amount
owed to the City by the Developer, together with an accounting as to how the funds
have been expended.
7. Agreement Mot Debt or Liability of f City. It is hereby acknowledged and agreed that this
Agreement is not a debt or liability of City. City shall not in any event be liable hereunder
other than to return the unexpended and uncommitted portions of the Deposits and to
provide an accounting as provided in Section 6.e above. City shall not be obligated to
advance any of its own funds with respect to the Counsel Costs.
8. Conflicts of Interest.
a. Counsel Work for City. City has sole discretion to direct the work and evaluate the
performance of the Counsel and its employees assigned to undertake the Scope of
Work, and City retains the absolute right to terminate or replace at any time any such
person or entity. Any documents prepared hereunder or any approvals shall reflect the
independent judgment of the City. Accordingly, even though the funds provided
hereunder shall be utilized to retain Counsel and for administrative costs, such Counsel
shall work solely for the City and shall not take direction or guidance from the
Developer.
b. Selection and Payment by City. City has sole and absolute discretion to select which of
its Counsel are assigned to undertake the Scope of Work. City has the sole and absolute
discretion to determine the amount of compensation paid to Counsel assigned to
undertake the Scope of Work.
c. No Employment by the Developer. The Developer represents and warrants that for the
12 months preceding its request to the City to perform the Scope of Work, it has not
entered into any arrangement to pay financial consideration to, and has not made any
payment to, the Counsel.
d. City to Retain Absolute Discretion Regarding Approvals. The Developer
acknowledges and agrees that notwithstanding the Developer reimbursement
obligations under this Agreement, the City remains free to exercise its independent
judgment in the processing and approval of the requested amendment and further
acknowledges and agrees that City is not obligated to approve any or all of the proposed
amendments. The Developer warrants and represents that no City official, officer,
Counsel, agent or attorney has represented, expressly or impliedly, that the City will
approve any proposed amendment to the Palm Development PSA or waive any
condition to closing under, or otherwise modify or amend, the Palm Development PSA.
Notwithstanding anything in this Agreement to the contrary, the City retains all
authority and discretion granted to it by law to approve, disapprove or modify any
proposed amendment to the Palm Development PSA and to otherwise take any action
to which it is legally entitled to take under the Palm Development PSA.
9. Term. The term of this Agreement shall commence retroactively on November 9, 2015
and, except as provided herein, shall terminate when all work by the Counsel has been
completed to the City's reasonable satisfaction and the Developer has satisfied all of its
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obligations under this Agreement including, without limitation, the obligation to pay the
City for Counsel Costs. The parties expect that such termination shall occur on or about
the time the closing of the Transaction occurs. The Developer obligation to reimburse the
City as provided in this Agreement shall survive the termination of this Agreement
pursuant to this Section 9.
10. Ea_r_ly Termination. The City may, in its sole and absolute discretion, terminate this
Agreement prior to the term set forth in Section 9 above, without cost or liability to the
City, upon thirty (30) days prior written notice to the Developer. The Developer, upon
thirty (3 0) days' prior written notice, may, in its sole and absolute discretion, terminate this
Agreement prior to the end of the term set forth in Section 9 above, provided that the
Developer has satisfied all of its obligations under this Agreement to date of such
termination and that the Developer has given the City written notice withdrawing its
request that the City consider any proposed amendment to the Palm Development PSA.
Within two (2) business days following either the City's decision to terminate this
Agreement or the City's receipt of written notice indicating the Developer decision to
terminate this Agreement, the City shall notify the affected Counsel and instruct them to
cease work under this Agreement.
11. Remedies Upon Default. An event of default shall be deemed to exist upon the occurrence
of all of the following:
a. Either the City or the Developer has, without legal justification or excuse, breached any
one or more of its obligations under this Agreement; and
b. The non - defaulting party has sent written notice to the party claimed to be in default,
specifying the default and what actions the non - defaulting party asserts should be taken
to remedy the default; and
c. The party claimed to be in default has not, within ten (10) days following receipt of the
written notice described above, either corrected the default or taken actions, reasonably
satisfactory to the non - defaulting party, to remedy the default within a reasonable period
of time, but in no event longer than thirty (30) days after receipt of the written notice
described in (b) above.
Following an event of default, the non - defaulting party may exercise any and all remedies
available to it pursuant to this Agreement, or at law or in equity, including, without limitation,
instituting an action for damages, injunctive relief, or specific performance.
12. Indemnification. In addition to the indemnification provided under the Palm Development
PSA, and -to the fullest extent provided by law, the Developer shall indemnify, defend and
hold City its agents, officials, officers, employees harmless from and against any and all
claims, causes of action, damages, lawsuits or liability, which arise from or relate to City's
retention of Counsel and City's performance under the Counsel Contract except that the
Developer duty to indemnify and defend as provided herein shall not extend to any claims
or liability arising from the proven gross negligence or willful misconduct of City. Without
limitation, from and after November 9, 2015, , the Developer shall also indemnify and
defend and hold harmless City, using counsel approved by City in its absolute discretion,
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from any and all third party challenges to the Palm Development PSA, any amendment
thereto or any of the transactions contemplated thereunder or any challenge to any
entitlement, approval or environmental impact report ( "EIR ") proposed, drafted, or
certified in connection with any of the foregoing transactions, including any supplement or
addendum thereto, or any response to and/or defense against a request by a third party
under the California Public Records Act relating to any documents to which the Developer
asserts a trade secret or other exemption to disclosure thereunder. The Developer's duty
to indemnify and defend shall survive termination of this Agreement.
13. Non - Waiver of Rights or Remedies. The failure of a party to exercise any one or more of
its rights or remedies under this Agreement shall not constitute a waiver of that party's
right to enforce that right or seek that remedy in the future. No course of conduct or act of
forbearance on any one or more occasions by any party to this Agreement shall preclude
that party from asserting any right to remedy available to it in the future. No course of
conduct or act of forbearance on any one or more occasions shall be deemed to be an
implied modification of the terms of this Agreement.
14. Assignability_, This Agreement may not be assigned by the Developer.
15. No Oral Modifications. This Agreement represents the entire understanding of the City
and the Developer and supersedes all other prior or contemporaneous written or oral
agreements pertaining to the subject matter of this Agreement. This Agreement may be
modified only by a writing signed by the authorized representatives of both the City and
the Developer.
16. Binding Upon Successors. This Agreement and each of its terms shall be binding upon the
City, the Developer and their respective officers, elected officials, Counsel, agents,
contractors, and permitted successors and assigns.
17. Legal Clial lenges. Notwithstanding any assertion of trade secret or other possible basis for
non - disclosure of any record by Developer, City retains its sole and absolute discretion to
determine whether any record is exempt from disclosure under the California Public
Records Act or any other applicable law. If City determines that a certain record(s) is /are
not exempt, City shall notify Developer of its determination at least 2 business days prior
to disclosure. Nothing herein shall be construed to require City to defend any third party
claims and suits challenging any action taken by the City with regard to any review,
consideration or approval of any proposed amendment to the Palm Development PSA or
refusal to provide records to which the Developer asserts a trade secret or other exemption
to disclosure The Developer may, however, in its sole and absolute discretion, appear as
real party in interest in any such third party action or proceeding. If the City defends such
action or proceeding, the Developer shall be responsible to reimburse the City for whatever
legal fees and costs, in their entirety that may be incurred by the City in defense of such
action or proceeding. The City and the Developer shall seek to jointly approve legal
counsel, but the City shall have the absolute right to retain such counsel as it deems
necessary and appropriate if such joint agreement cannot be reached. The Developer shall
reimburse City in the event of an award of court costs or attorney fees is made against City
in favor of any third party challenging the City's any review, consideration or approval of
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any proposed amendment to the Palm Development PSA or refusal to provide records to
which the Developer asserts a trade secret or other exemption to disclosure .
18. Attorneys' Fees. In the event that any action or proceeding, including arbitration, is
commenced by either the City or the Developer against the other to establish the validity
of this Agreement or to enforce any one or more of its terms, the prevailing party in any
such action or proceeding shall be entitled to recover from the other, in addition to all other
legal and equitable remedies available to it, its actual attorneys' fees and costs of litigation,
including, without limitation, filing fees, service fees, deposition costs, arbitration of costs
and expert witness fees, including actual costs and attorneys' fees on appeal.
19. Jurisdiction and Venue. This Agreement is executed and is to be performed in the City of
San Luis Obispo, and any action or proceeding brought relative to this Agreement shall be
heard in the appropriate court in the County of San Luis Obispo, California. The City and
the Developer hereby each consent to the personal jurisdiction of the court in any such
action or proceeding.
20. Time is of the Essence. Except as otherwise expressly stated, time is of the essence in the
performance of each and every action required pursuant to this Agreement.
21. Covenant of Further Assurances. The City and the Developer shall take all other actions
and execute all other documents, which are reasonably necessary to effectuate this
Agreement.
22. Inter[pretation. The City and the Developer agree that this Agreement is the product of
mutual negotiations and is an arms - length transaction. Each party has negotiated this
Agreement with the advice and assistance of legal counsel of its own choosing.
It is further agreed that the terms of this Agreement shall be construed in accordance with
the meaning of the language and shall not be construed for or against either party by reason
of authorship and the rule that ambiguities in a document shall be construed against the
drafter of the document shall have no application to this Agreement. In construing and
interpreting this Agreement, the finder of fact shall give effect to the mutual intention of
the City and the Developer, notwithstanding such ambiguity, and may refer to the facts and
circumstances under which this Agreement is made and such other extraneous evidence as
may assist the finder of fact in ascertaining the intent of the City and the Developer.
23. Severability. If any term or provision of this Agreement is found to be invalid or
unenforceable, the City and the Developer both agree that they would have executed this
Agreement notwithstanding the invalidity of such term or provision. The invalid term or
provision may be severed from the Agreement and the remainder of the Agreement may
be enforced in its entirety.
24. Headings. The headings of each section of this Agreement are for the purposes of
convenience only and shall not be construed to either expand or limit the express terms and
language of each section.
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Palm Development Reimbursement Agreement
25. representations of Authority. Each party signing this Agreement on behalf of a party
which is not a natural person hereby represents and warrants to the other party that all
necessary legal prerequisites to that party's execution of this Agreement have been satisfied
and that he or she has been authorized to sign this Agreement and bind the party on whose
behalf he or she signs.
26. Notices. Notices required under this Agreement shall be sent to the following:
If to the City: City of San Luis Obispo
Attn: City Manager
990 Palm Street
San Luis Obispo, CA 93401 -3249
With copies to City Attorney
City of San Luis Obispo
990 Palm St.
San Luis Obispo, CA 93401 -3249
If to the Developer: Hotel SLO, LLC
580 Second Street, Suite 260
Oakland, CA 94607
With copies to: Seiler Epstein Ziegler & Applegate, LLP
Attn: Steven D. Seiler
601 Montgomery Street, Suite 2000
San Francisco, CA 94111
Piazza Hotel Management Company, LLC
25 Matheson Street
Healdsburg, CA 95448
Thomas M. Copeland, Manager
SLO Chinatown, LLC
Post Office Box 12260
San Luis Obispo, California 93406
With Copies to: Suzanne Fryer
Copelands' Properties
1026 Chorro Street, Suite 200
Post Office Box 12260
San Luis Obispo, California 93406
Notices given pursuant to this Agreement shall be deemed received as follows:
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(a) If sent by United States Mail — five (5) calendar days after deposit into the United
States Mail, first class postage prepaid.
(b) If by facsimile — upon transmission and actual receipt by the receiving party.
(c) If by express courier service or hand deliver — on the date of receipt by the receiving
party.
The addresses to notices set forth in this Section 24 may be changed upon written notice of such
change to either the City or the Developer, as appropriate.
27. Days. Unless otherwise specified to the contrary, "days" in this Agreement shall mean
calendar, not business days.
[Signatures on following page]
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Palm Development Reimbursement Aareement
IN WITNESS WHEREOF, the parties have executed this Agreement as of the first date set forth
above.
CITY OF SAN LIU OBISPO
A Muni i al Corp r do
By:
Kate Lichtig
Cit Manager
V.-
Stine Dietrick
Attorney
THE DEVELOPER
SLO CHINATOWN, LLC,
a California limited liability company
Thomas M. CopelanZf
Its: Manager
APPROVED AS TO FORM FOR SLO
CHINATOWN,LLC
Hotel L , LLC
a California limited liability company
By: , a
III LW=K S G'2LGIL
Its: Manager
APPROVED AS TO FORM FOR HOTEL
SLO,LLC