HomeMy WebLinkAbout2012-03-13 City Council Item No. 4C ITY OF
LADE �LSIIAORE
�% DREAM EXTREME»
REPORT TO CITY COUNCIL
TO: HONORABLE MAYOR
AND MEMBERS OF THE CITY COUNCIL
FROM: ROBERT A. BRADY
CITY MANAGER
DATE: MARCH 13, 2012
SUBJECT: AMENDMENT TO MANAGEMENT AND MAINTENANCE AGREEMENT
FOR LLMD LANDSCAPE ZONE F
Background
In 1988, the City formed a Landscape and Lighting Maintenance District (the "LLMD ")
pursuant to the Landscaping and Lighting Act of 1972. This LLMD included an area
largely comprising the Tuscany Hills community and designated the landscape area to
be maintained as Landscaping Zone F.
In 2001, the City Council approved an agreement with homeowners' association, The
Tuscany Hills Landscape & Recreation Corporation (the "Association "), under which the
Association would manage and maintain the landscaping in Landscape Zone F covered
by the LLMD. A copy of the agreement is attached. Under the terms of the agreement,
the Association was compensated by payment equal to 95% of the LLMD assessments
levied on the properties within Landscape Zone F.
The agreement contemplated a maximum 10 year terms. However, the parties have
continued to abide by the terms of the agreement while negotiations continued
concerning the compensation formula.
Discussion
The Association has been faced with substantial cost increases over the last 10 years.
As a result, the Association proposes an amendment to the terms of the existing
agreement that will:
1. beginning in the current fiscal year, increase the compensation from 95%
to 97.5% of the LLMD assessments levied on the properties within
Landscape Zone F; and
AGENDA ITEM NO. 4
Page 1 of 18
Amendment to Maintenance Agreement
February 28, 2012
Page 2
2. provide for a maximum five (5) year contract extension by way of five one
year extensions.
A copy of the proposed amendment is attached for the City Councils' consideration.
City staff continues to believe that the Association is the most efficient and effective
provider of the necessary landscape services.
Fiscal Impact
The increase of 2.5% of LLMD levies within Landscape Zone F will result in an
increased transfer of funds to the Association of approximately $7,000.00 annually.
Recommendation
Approve the attached First Amendment to Agreement for Management and
Maintenance of Landscape Zone F and authorize the City Manager to execute such
amendment subject to any minor modification as may be approved by the City Attorney.
Prepared by: James Riley
Director of Ad inistrative Services
Approved by: Robert A. Brady
City Manager
Attachments:
1. Agreement for Management and Maintenance of Landscape Zone F
2. First Amendment to Agreement for Management and Maintenance of
Landscape Zone F Third Amended and Restated Joint Powers Agreement
Page 2 of 18
AGREEMENT FOR MANAGEMENT AND MAINTENANCE
OF LANDSCAPING ZONE F
This Agreement is made and entered into as of theZg day of 2001, by and
between the City of Lake Elsinore, a municipal corporation ( "City ") and Ae Tuscany Hills
Landscape & Recreation Corporation, a California homeowners association (the "Association ").
RECITALS
A. On June 28, 1988, pursuant to Resolution No. 88 -27, City formed the Landscape
and Lighting Maintenance District (the "LLMD ") pursuant to the Landscaping and Lighting Act of
I972, California Government Code Sections 22500, et seq. (the "Act "). The LLMD includes that
certain area known as Landscaping Zone F as shown on the map attached hereto as Exhibit `B."
B. The City has been performing all the services necessary for the maintenance of
Landscaping Zone F.
C. Association is a homeowners association whose members reside within the
boundaries of Landscaping Zone F.
D. Association possesses the skill, experience, ability, background, certification and
knowledge to provide the services described in this Agreement in connection with Landscaping
Zone F on the terms and conditions described herein.
E. City desires to retain Association to render these services and related work as set
forth in this Agreement commencing July 1, 2001 (the "Effective Date ").
AGREEMENT
1. Scope of Services Association shall perform the services described on the Scope
of Services attached hereto as Exhibit "A." Association shall provide the services set out in the
Scope of Services (including pay for the cost of all utilities related thereto) at the time, place, and
in the manner specified in the Scope of Services (Exhibit "A "), subject to and at the direction of
the City through its staff that it may provide from time to time (hereinafter the "Services ").
Association shall make any revisions of its own work as required by the City and redo any work
which the City finds unsatisfactory.
2. Area of Service The Services shall be performed solely within that certain area
known as Landscaping Zone F as shown on Exhibit "B."
3. Restrictions on Expenditures The Services provided by the Association shall be
authorized pursuant to and performed in accordance with the Act, and the most current Engineer's
Report for the City of Lake Elsinore Citywide Landscape and Street Lighting District which is
updated annually. The 2000 -01 Engineer's Report is attached hereto as Exhibit "C" for reference.
The performance of the Services shall also be consistent with the requirements imposed by
Proposition 218 adopted by the voters of the State of California on November 5, 1996. The City
ManagenimtAgmt 5 114/00 -1 —
Page 3 of 18
Attorney of the City shall determine the application of and compliance with the requirements of
this Section 3 in her/his sole and absolute discretion.
4. Term.
a. Initial Term The initial term of this Agreement (hereinafter referred to as
the "Initial Term") shall commence on the Effective Date and, unless sooner terminated or
extended under the terms and conditions of this Agreement, shall continue thereafter for one (1)
year until 11:59 p.m. Pacific Time, June 30, 2002 (the "Expiration Date ").
b. Association's Option to Extend Association is hereby granted the option to
extend the term of this Agreement in its sole and absolute discretion for four (4) additional periods
of one (1) year each (each an "Option Extension Term "). Association may exercise its option to
extend by delivering written notice thereof to the City Manager of the City at least three (3)
months before the then scheduled Expiration Date. Upon the Association's exercise of the option
to extend for each Option Extension Term, all of the terms and conditions of this Agreement shall
apply to such Option Extension Term, and a new Expiration Date shall automatically be
established to be 11:59 p.m. Pacific Time on June 30 of the year following the year in which the
option was exercised. In the event that the Association does not deliver written notice of its
intent to exercise its option to extend within the time set forth in this Section 4b during the Initial
Term or any Option Extension Term, then this Agreement shall terminate and be of no further
force and effect upon the then existing Expiration Date.
C. Mutual Option to Extend Following the exercise of all four of the Option
Extension Terms in accordance with Section 4b hereof, the partes may agree to extend the term of
this Agreement for five (5) additional periods of one (i) year each (each a "Mutual Extension
Term ") pursuant to the written consent of the City Manager or his /her designee and the
Association. Either party may notify the other party of its desire to enter into a Mutual Extension
Term by delivering written notice thereof to the other party at least three (3) months before the
then scheduled Expiration Date. Within thirty (30) days of receiving such notice, the other parry
shall indicate whether or not it agrees to the extension. Upon the parties' written agreement to the
extension of the term of this Agreement under this Section 4c, all of the terms and conditions of
this Agreement shall apply to such Mutual Extension Term, and a new Expiration Date shall
automatically be established to be 11:59 p.m. Pacific Time on June 30 of the year following the
year in which the agreement to extend the term was reached. In the event that the parties do not
agree to extend the term of this Agreement within the time set forth in this Section 4c during the
last Option Extension Term or any Mutual Extension Term, then this Agreement shall terminate
and be of no further force and effect upon the then existing Expiration Date.
5. Compensation Compensation to be paid to Association for the Services shall be
ninety five percent (95 %) of the revenues actually received by the City from the LLMD assessment
imposed exclusively on landowners within the Association's boundaries related to Landscaping
Zone F (the "Tuscany Hills Assessment"). The Tuscany Hills Assessment shall be the sole source
of payment for services rendered by the Association under this Agreement. Neither the City -wide
LLMD assessment nor any other assessments, fees or taxes are included in the Tuscany Hills
Assessment.
Managenwnt Wnt 5114100 -2-
Page 4 of 18
6. Method of Payment
a. Submission of Budget Association shall submit its first annual budget for
the Initial Term to the City's Director of Administrative Services within ten (10) days following
approval of this Agreement by the City but in no event later than the Effective Date. Upon the
extension of the term of this Agreement pursuant to Sections 4 b and c hereof, Association shall
submit its proposed annual budget to the Director of Administrative Service not later than sixty
(60) days prior to the applicable Expiration Date. For example in the event that the Association
exercises its first Option Extension Term, the budget would be submitted on or before April 29,
2002. No more than ten percent (I0 %) of the budget shall be allocated towards and expended on
overhead and administrative expenses to be incurred by the Association in providing the Services.
All budgets shall be reviewed and approved by the Director of Administrative Services.
b. Reserve Account City currently holds in reserve approximately Two
Hundred Seventy Thousand Dollars ($270,000) in previously collected Tuscany Hills Assessments
(the "Reserve "). Fifteen (15) days following the Effective Date, the Director of Administrative
Services shall deduct from the Reserve any funds otherwise expended or committed to reimburse
the City for expenditures related to services for Landscaping Zone F which were either performed
or incurred before the Effective Date (the "Reimbursement Amount"). The amount remaining in
the Reserve following the deduction of the Reimbursement Amount (the "Remaining Reserve ")
shall be allocated by the Director of Administrative Services as follows:
(i). Eighty -five percent (85 %) of the Remaining Reserve shall be
transferred to a special account held by Association or its designee (the "General Account") to be
utilized for payment for the Services to be provided by Association under the terms of this
Agreement. Interest earned of the General Account shall be deposited into the General Account.
(ii). Ten percent (10 %) of the Remaining Reserve shall be maintained in
reserve by the Association, in a separate verified account held by Association or its designee (the
"Association Reserve Account "), for use as contingency funds in the event of any emergency or
unexpected expense related to Landscaping Zone F, as determined and approved by the Director
of Administrative Services. Interest earned on the Association Reserve Account shall be deposited
into the Association Reserve Account.
(iii). The remaining five percent (5 %) of the Remaining Reserve shall be
retained by the City to reimburse the City for its administrative costs.
C. Payment of Assessments During the Initial Term and Extension Terms The
parties acknowledge that the Tuscany hills Assessment is collected by the Riverside County
Assessor's Office during the year and distributed to the City in four separate installments, generally
occurring in January, May, June and August (the "County Installments "). The Director of
Administrative Services shall forward such County Installment funds, less five percent (5 %), to the
Association within fifteen (15) days of City's receipt of the County Installment to be held by the
Association in accordance with the terms of this Agreement
d_ Fiscal Year End Reporting Annually and within 30 days following each
Expiration Date or following termination pursuant to Section 7, Association shall prepare a report
Manag=entAgnl 5114/00 —3—
Page 5 of 18
comparing its actual expenditures to the approved budget for the preceding fiscal year (the
"Report"). The Report shall also contain a list of vendors and the amounts paid by the Association
to each listed vendor. Additionally, the Report shall contain a certification under penalty of
perjury by an officer of the Association (or the Association's General Manager) that all Quarterly
Payments received by the Association were expended for goods and services within Landscaping
Zone F consistent with the terms and restrictions set forth in this Agreement. The Report shall be
submitted to the Director of Administrative Services.
7. Termination This Agreement may be terminated by the City immediately for cause
or by either party without cause upon six (6) months written notice of termination. Cause for
termination shall include, but is not limited to, the following:
a. Filing by a third party of any legal challenge against the City regarding the
validity, enforceability, performance or any other matter related to this Agreement, unless
Association agrees that all the City's costs incurred in connection therewith, including without
Iimitation, any legal fees incurred by the City, shall be paid from the Association's share of the
County Installments notwithstanding Section 5 herein.
b. Commencement of any action or proceeding by or against Association
under any federal or state bankruptcy or insolvency law.
C. Expenditure of funds for goods and services benefitting land outside of
Landscaping Zone F and /or any expenditure which is not authorized pursuant to the Act and /or the
Engineer's Report attached hereto as Exhibit C, or in any way inconsistent with the requirements
imposed by Proposition 218.
d. Failure of Association to perform or comply with any other term, covenant
or provision of this Agreement not cured within thirty (30) days after Association receives written
notice from City of the default.
Upon termination by the City without cause pursuant to this Section 7, Association shall be
entitled to compensation for services performed, together with expenses actually incurred or for
damages incurred by third -party subcontractors (excepting Association's General Manager) hired
by Association or its agents in reliance upon this Agreement. Upon termination by the City with
cause pursuant to this Section 7, or termination by the Association without cause, Association
shall be entitled to compensation for services performed, together with expenses actually incurred.
8. Return of Reserve and Association's Share of County Installments Upon
termination or expiration of the Agreement, Association shall within fifteen(15) days following the
termination or expiration, return all monies held in the General Account and the Association
Reserve Account to the City including any interest earned thereon.
9. Association's Books. Records and Documents
a. Association shall maintain any and all ledgers, books of account, invoices,
vouchers, canceled checks, and other records or documents evidencing or relating to charges for
MuiagementAgnt 5/14100 —4—
Page 6 of 18
services, or expenditures and disbursements for a minimum period of three (3) years, or for any
longer period required by law, from the date of final payment by Association.
b. Association shall maintain all documents and records which demonstrate
performance under this Agreement for a minimum period of three (3) years, or for any longer
period required by law, from the date of termination or completion of this Agreement.
c. Any records or documents required to be maintained pursuant to this
Agreement shall be made available for inspection or audit, at any time during regular business
hours, upon written request by the City Manager, or his /her designated representative. Copies of
such documents shall be provided to the City for inspection at City Hall when it is practical to do
so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at
Association's address indicated for receipt of notices in this Agreement.
d. Where City has reason to believe that such records or documents may be
lost or discarded due to dissolution, disbandment or termination of Association's business, City
may, by written request of the City Manager or hislher designee, require that custody of the
records be given to the City and that the records and documents be maintained in City Hall. Access
to such records and documents shall be granted to any party authorized by Association,
Association's representatives, or Association's successor -in- interest.
e. Upon satisfactory completion o£, or in the event of termination, suspension
or abandonment of this Agreement, copies of all original documents, including but not limited to
photographs and maps, and all other documents prepared in the course of providing the services to
be performed pursuant to this Agreement shall be made available to the City upon written request
of the City Manager or his /her designee.
10. Independent Contractor It is understood that Association, in the performance of
the work and services agreed to be performed, shall act as and be an independent contractor and
shall not act as an agent or employee of the City. The personnel performing the services under this
Agreement on behalf of the Association shall at all times be under the Association's exclusive
direction and control. Neither the City nor any of its officers, employees or agents shall have
control over the conduct of the Association or any of Associations officers, employees, or agents,
%EW6 set forth in this Agreement. Association shall not at any time or in any manner represent
that it or any of its officers, employees, or agents are in any manner officers, employees, or agents
of the City. Association shall not incur or have the power to incur any debt, obligation, or liability
whatever against the City, or bind the City in any manner. Association's officers, employees and
agents shall obtain no rights to retirement benefits or other benefits which accrue to City's
employees.
11. Ability of Association City has relied upon the stated ability of Association to
perform the Services hereunder as a material inducement to enter into this Agreement. Association
shall therefore provide properly skilled personnel to perform all Services under this Agreement. All
work performed by Association under this Agreement shall be in accordance with applicable legal
requirements and shall meet the standard of quality ordinarily to be expected of competent
professional landscaping service.
Ma gementAgnt 5114/00 —5—
Page 7 of 18
12. Compliance with Laws Association shall use the standard of care in its industry to
comply with all applicable federal, state and local laws, codes, ordinances and regulations.
13. Licenses Association represents and warrants to City that it has the licenses,
permits, qualifications, insurance and approvals of whatsoever nature which are legally required of
Association to perform the Services herein. Association represents and warrants to City that
Association shall, at its sole cost and expense, keep in effect or obtain at all times during the term
of this Agreement, any licenses, permits, insurance and approvals which are legally required.
14. Indemnity Association agrees to defend, indemnify and hold harmless the City, its
officers, officials, agents, employees and volunteers from and against any and all claims, demands,
actions, losses, damages, injuries, and liability, direct or indirect (including any and all costs and
expenses in connection therein), arising out of the performance of this Agreement or its failure to
comply with any of its obligations contained in this Agreement, except for any such claim arising
out of the sole negligence or willful misconduct of the City, its officers, agents, employees or
volunteers.
15. Insurance Requirements
a. Insurance Association shall procure and maintain for the duration of the
term of this Agreement, the following insurance policies:
i. Workers' Compensation Coverage Association shall maintain
Workers' Compensation Insurance and Employer's Liability Insurance for its employees in
accordance with the laws of the State of California to the extent that it has any employees. In
addition, Association shall require each subcontractor to similarly maintain Workers'
Compensation Insurance and Employer's Liability Insurance in accordance with the laws of the
State of California for all of the subcontractor's employees. Any notice of cancellation or non -
renewal of all Workers' Compensation policies must be received by the City at least thirty (3 0)
days prior to such change. The insurer shall agree to waive all rights of subrogation against City,
its officers, agents, employees and volunteers for losses arising from work performed by
Association for City.
ii. General Liability Coverage Association shall maintain commercial
general liability insurance in an amount not less than One Million Dollars ($1,000,000) per
occurrence for bodily injury, personal injury and property damage. If a commercial general liability
insurance form or other form with a general aggregate limit is used, either the general aggregate
limit shall apply separately to the work to be performed under this Agreement or the general
aggregate limit shall be at least twice the required occurrence limit.
iii. Automobile Liability Coverage To the extent applicable,
Association shall maintain automobile liability insurance covering bodily injury and property
damage for all activities of the Association arising out of or in connection with the work to be
performed under this Agreement, including coverage for owned, hired and non -owned vehicles, in
an amount of not less than One Million Dollars ($1,000,000) combined single limit for each
occurrence.
ManagementAgnt 5/14/00 —6—
Page 8 of 18
b. Insurance as Part of Association's Administrative and Overhead Costs
Insurance cost are properly included as part of the Association's overhead and administrative cost
consistent with the limitation imposed in Section 6a hereof.
C. Endorsements Each general liability and automobile liability insurance
policy shall be with insurers possessing a Best's rating of no less than A:VII and Association shall
use its best efforts to cause such insurers to provide endorsements with the following specific
language:
i. The City, its elected or appointed officers, officials, employees,
agents and volunteers are to be covered as additional insureds with respect to liability arising out
of work performed by or on behalf of the Association, including materials, parts or equipment
furnished in connection with such work or operations.
ii. This policy shall be considered primary insurance as respects the
City, its elected or appointed officers, officials, employees, agents and volunteers. Any insurance
maintained by the City, including any self - insured retention the City may have, shall be considered
excess insurance only and shall not contribute with it.
iii. This insurance shall act for each insured and additional insured as
though a separate policy had been written for each, except with respect to the limits of liability of
the insuring company.
iv. The insurer waives all rights of subrogation against the City, its
elected or appointed officers, officials, employees or agents.
V. Any failure to comply with reporting provisions of the policies shall
not affect coverage provided to the City, its elected or appointed officers, officials, employees,
agents, or volunteers.
vi. The insurance provided by this Policy shall not be suspended,
voided, canceled, or reduced in coverage or in limits except after thirty (30) days written notice
has been received by the City.
d. Deductibles and Self - Insured Retentions Any deductibles or self - insured
retentions must be declared to and approved by the City. At the City's option, Association shall
demonstrate financial capability for payment of such deductibles or self - insured retentions.
e. Certificates of Insurance Association shall provide certificates of insurance
with original endorsements to City as evidence of the insurance coverage required herein.
Certificates of such insurance shall be filed with the City on or before commencement of
performance of this Agreement. Current certification of insurance shall be kept on file with the
City at all times during the term of this Agreement.
ManagmentAgnri 5/14/00 —7—
Page 9 of 18
16. Hazardous Materials
a. Hazardous Materials" means any hazardous or toxic substance, material or
waste which is or becomes designated, classified or regulated by any local governmental authority,
any agency of the State of California or any agency of the United States Government. The term
"Hazardous Materials" includes (without limitation) any material or substance which (i) contains
petroleum or any petroleum by- products, (ii) contains asbestos, (iii) contains urea formaldehyde
foam insulation, (iv) constitutes a chlorinated solvent, (v) constitutes a polychlorinated biphenyl,
(vi) constitutes a flammable explosive, (vii) consists of aluminum and aluminum compounds,
(viii) is designated, classified or regulated as a "hazardous "or "toxic" substance, material or waste
pursuant the Federal Water Pollution Control Act (33 U.S.C. §§ et seq.1317), the Federal
Resource Conservation and Recovery Act (42 U.S.C.§ §.6901 et seq), the Comprehensive
Environmental Response, Compensation and Liability Act, (42 U.S.C. §§ 9601 et seq.), under
Sections 25115, 25117, 25122.7, and 2514, of the California Health and Safety Code, Division 20,
Chapter 6.5 (Hazardous Waste Control Law), under Section 25316 of the California Health and
Safety Code, Division 20, Chapter 6.8 (Carpenter - Presley - Tanner Hazardous Substance Account
Act), under Section 25501 of the California Health and Safety Code, Division 20, Chapter 6.95
(Hazardous Materials Release Response Plans and Inventory), under Section 25281 of the
California Health and Safety Code, Division 20, Chapter 6.7 (Underground Storage of Hazardous
Substances), and under Article 11 of Title 22 of the California Code of Regulations, Division 4,
Chapter 20. Each reference to a statute or law in this definition shall be deemed to include any
amendments thereto which are enacted from time to time.
b. Any use, generation, disposal, release or discharge by Association of
Hazardous Materials in connection with any use of Landscaping Zone F by Association, including,
without limitation, any agent, employee, or contractor of Association, shall be carried out at all
times and in all respects in compliance with all applicable Governmental Regulations regulating
Hazardous Materials.
C. Association shall, at its own expense, procure, maintain in effect and comply
with all conditions of any and all applicable permits, licenses and Governmental Regulations
affecting the use, occupancy, maintenance or other activity involving Landscaping Zone F by
Association, under the authority of this Agreement including (without limitation) discharge of
(appropriately treated) materials or wastes into or through any sanitary sewer serving Landscaping
Zone F. Except as otherwise properly discharged in strict accordance with all applicable
Governmental Regulations and only to the extent that such Hazardous Materials are the result of
the Association's conduct and activities under this Agreement, Association shall cause such
Hazardous Materials to be removed from Landscaping Zone F in accordance with applicable
permit(s) and removed and transported solely by duly licensed haulers to duly licensed facilities for
final disposal of such materials and wastes. Association shall in all respects handle, treat, deal with
and manage any and all Hazardous Materials used on Landscaping Zone F by Association in, on,
under or about Landscaping Zone F in connection with its operations in total conformity with all
applicable Governmental Regulations and prudent industry practices regarding management of
such Hazardous Materials. Upon the expiration or earlier termination of the Agreement,
Association shall cause all Hazardous Materials introduced by Association or its agents,
employees, or contractors to be removed from Landscaping Zone F in accordance with all
applicable Governmental Regulations. Association shall not take or permit any remedial action in
ManagementAgmt 5114/00 —8—
Page 10 of 18
response to the presence of any Hazardous Materials in or about Landscaping Zone F, nor enter
into any settlement agreement, consent decree or other compromise with respect to any claims
relating to any Hazardous Materials in any way connected with Landscaping Zone F, without first
notifying the City of Association's intention to do so and affording the City ample opportunity to
appear, intervene or otherwise appropriately assert and protect the City's interest with respect
thereto.
d. Association shall immediately notify the City in writing of (i) any
enforcement, cleanup, removal 'or other governmental or regulatory action that Association
becomes aware is instituted, completed or threatened pursuant to any Governmental Regulations
with respect to Landscaping Zone F; (ii) any claim of which Association is aware that is made or
threatened by any person against Association or Landscaping Zone F relating to damage,
contribution, cost recovery compensation, loss or injury resulting from or claimed to result from
any Hazardous Materials; and (iii) any reports made by Association or of which Association is
aware to any environmental agency arising out of or in connection with any Hazardous Materials
in or removed from Landscaping Zone F, including any complaints, notices, warnings or asserted
violations in connection therewith. Association shall also supply to the City as promptly as
possible, and in any event within five (5) business days after Association first receives or sends the
same, copies of all claims, reports, complaints, notices, warnings or asserted violations, relating in
any way to Hazardous Materials in or about Landscaping Zone F. Association shall promptly
deliver to the City copies of any hazardous waste manifests required by applicable Governmental
Regulations for the legal and proper disposal of Hazardous Materials removed from Landscaping
Zone F.
e. Association shall indemnify, defend (by counsel reasonably acceptable to the
City), protect, and hold the City, its officers, employees and agents harmless from and against any
and all claims, actions, administrative proceedings, liabilities, penalties, forfeitures, judgments,
suits, demands, losses or expenses (including remediation costs, attorneys' fees and litigation
expenses), or death of or injury to any person or damage to any property whatsoever, arising from
or caused in whole or in part, directly or indirectly, by (i) Association's or its employees', agents',
contractors' or any party claiming through Association, improper or unlawful use, analysis,
storage, transportation, generation of Hazardous Materials to, in, about or from Landscaping Zone
F; or (ii) Association's failure to comply with any Hazardous Materials laws in connection with
Association's use, operation, maintenance or management of Landscaping Zone F. Association's
obligations hereunder shall include (without limitation) and whether foreseeable or unforeseeable,
all costs of any required or necessary repair, cleanup or detoxification or decontamination of
Landscaping Zone F, or the preparation and implementation of any closure, remedial action or
other required plans in connection therewith, and shall survive the expiration or earlier termination
of the Term. For purposes of the release and indemnity provisions hereof, any acts or omissions of
Association, or by employees, agents, assignees, contractors or subcontractors of Association or
others acting for or on behalf of Association (whether or not they are negligent, intentional, willful
or unlawful) shall be attributable to Association.
f. Notwithstanding any other provision of this Agreement, Association shall
not be responsible nor shall this Section 16 apply to any Hazardous Materials existing or deposited
within Landscaping Zone F which exist prior to the Effective Date and, further, the City warrants
M=igcmentAgnt 5/14/00 — 9 —
Page 11 of 18
that to its knowledge, no Hazardous Materials exist or have been deposited onto Landscaping
Zone 7. This Section 16 shall survive cancellation, termination or expiration of this Agreement.
17. Notices Any notice required to be given under this Agreement shall be in writing
and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to
the other party at the address set forth below. Notice shall be deemed communicated within 48
hours from the time of mailing if mailed as provided in this section.
If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
If to Association: The Tuscany Hills Landscape & Recreation
Corporation
Attn:
"7`S Sammerhiil D ywe—
Lake Elsinore, CA
18. Entire Agreement This Agreement consisting of 10 pages, including the Recitals
which are a substantive part hereof, and Exhibits A, B and C, each of which is incorporated herein
by reference, constitutes the complete and exclusive statement of agreement between the City and
Association. All prior written and oral communications, including correspondence, drafts,
memoranda, and representations, are superseded in total by this Agreement.
19. Amendments This Agreement may be modified or amended only by a written
document executed by both Association and City and approved as to form by the City Attorney.
20. Assignment and Subcontracting The parties recognize that a substantial
inducement to City for entering into this Agreement is the experience and competence of
Association. Association shall be fully responsible to City for all acts or omissions of any
subcontractors. Assignments of any or all rights, duties or obligations of the Association under
this Agreement will be permitted only with the express written consent of the City Manager, or
his/her designee. Nothing in this Agreement shall create any contractual relationship between City
and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to
the payment of any monies due to any such subcontractor other than as otherwise is required by
law.
21. Waiver Waiver of a breach or default under this Agreement shall not constitute a
continuing waiver of a subsequent breach of the same or any other provision under this
Agreement.
22. Severability If any term or portion of this Agreement is held to be invalid, illegal,
or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this
Agreement shall continue in full force and effect.
ManagementAgmi 5/14/00 -10-
Page 12 of 18
23. Controlling Law Venue This Agreement and all matters relating to it shall be
governed by the laws of the State of California and any action brought relating to this Agreement
shall be held exclusively in a state court in the County of Riverside.
24. Litigation Expenses and Attorneys' Fees If either party to this Agreement
commences any legal action against the other party arising out of this Agreement, the prevailing
party shall be entitled to recover its reasonable litigation expenses, including court costs, expert
witness fees, discovery expenses, and attorneys' fees.
25. Mediation The parties agree to make a good faith attempt to resolve any disputes
arising out of this Agreement through mediation prior to commencing litigation. The parties shall
mutually agree upon the mediator and share the costs of mediation equally. It the parties are
unable to agree upon a mediator, the dispute shall be submitted to JAMS/ENDISPUPE ( "JAMS ")
or its successor in interest. JAMS shall provide the parties with the names of five qualified
mediators. Each party shall have the option to strike two of the five mediators selected by JAMS
and thereafter the mediator remaining shall hear the dispute. If the dispute remains unresolved
after mediation, either party may commence litigation.
26. Execution This Agreement may be executed in several counterparts, each of which
shall constitute one and the same instrument and shall become binding upon the parties when at
least one copy hereof shall have been signed by both parties hereto. In approving this Agreement,
it shall not be necessary to produce or account for more than one such counterpart.
27. Authority to Enter Agreement Association has all requisite power and authority to
conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that
the individuals who have signed this Agreement have the legal power, right, and authority to make
this Agreement and to bind each respective party.
28. Prohibited Interests Association maintains and warrants that it has not employed
nor retained any company or person, other than a bona fide employee working solely for
Association, to solicit or secure this Agreement. Further, Association warrants that it has not paid
nor has it agreed to pay any company or person, other than a bona fide employee working solely
for Association, any fee, commission, percentage, brokerage fee, gift or other consideration
contingent upon or resulting from the award or making of this Agreement. For breach or violation
of this warranty, City shall have the right to rescind this Agreement without liability. For the term
of this Agreement, no member, officer or employee of City, during the term of his or her service
with City, shall have any direct interest in this Agreement, or obtain any present or anticipated
material benefit arising therefrom.
29. Equal Op op rtunity Employ Association represents that it is an equal
opportunity employer and it shall not discriminate against any subcontractor, employee or
applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex
or age. Such non - discrimination shall include, but not be limited to, all activities related to initial
employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or
termination. Association shall also comply with all relevant provisions of City's Minority Business
Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in
effect or hereinafter enacted.
ManagementAgmt 5/14/00 —
Page 13 of 18
IN WITNESS WHEREOF the parties have caused this Agreement to be executed on the
date first written above.
CITY OF LAKE ELSINORE:
THE TUSCANY. -HILLS
LANDSCAPE & RECREATION
O•'O'• •�
Presi
by: y)AaWRIVZ,� a�--
Secretary
ATTEST:
2 L IJ
City Clerk
APPROVED AS TO FORM:
VAN BLARCOM, LEIBOLD,
MCCLENDON & MANN, PC
by: Barbara Zeid Leibold, City Attorney
M=geanentAgmt 5/14100 —
Page 14 of 18
NOTICE EXERCISING OPTION TO EXTEND LLMD OPEN SPACE CONTRACT
BETWEEN TUSCANY HILLS LANDSCAPE AND RECREATION CORPORATION
AND THE CITY OF LAKE ELSINORE
In accordance with the Agreement for Managcracm and Maintenance of Landscaping Lone F,
Section 4h, Terrn — Association's Option to Extend the Tuscany Hills Landscape and itecreation
Corporation hereby extends the term of this Agreement in its sole and absolute discretion for the
last of the four (4) additional periods of one (1) year each, under the same original terms and
conditions of the Agreement, as resolved by unanimous consent of the Tuscany I Tills Landscape and
Recreation Corporation's Board of Directors on February 23, 2005.
Effective )uue 30, 2005, the Agreement for \•lanagement and Maintenance of Landscaping Zone F
will continue, without interruption, based upon the same original terms, based upon the execution
of this addendum for a one (1) year term. It is understood and mutually agreed that this is the last of
the four (4) yearly extensions.
With the acknov ledgement of this addendum, the contract will expire only if cancellation notice is
rnr ce in advance and in writing, and max be furthct renewed in accordance with Section 4c Mutual
Option to Extend.
All other terms and conditions of the original contract shall remain the same.
Tuscany Hills Landscape and Recreation Corporation
75 Sumnu:rhill Drive.
Lake Elsinore, CA 92532 -0115
By:
James C. Hunt, Prestdenl
' 2005
Acknowledgement:
The City of Lake Elsinore
130 South Main Street
Take. Elsinore, CA 92530
By:
Robes Brad "', City ldanager
U: \kim \Tuscany Hills II.O.A \I..LiriD - ADDENDUM TO CONTRACT - 2005.doc
2005
Page 15 of 18
FIRST AMENDMENT TO AGREEMENT FOR MANAGEMENT AND MAINTENANCE
OF LANDSCAPE ZONE F
THIS FIRST AMENDMENT TO AGREEMENT FOR MANAGEMENT AND
MAINTENANCE OF LANDSCAPE ZONE F (the "First Amendment ") is dated for
identification purposes as of March 13, 2012 and is entered into by and between the
CITY OF LAKE ELSINORE, a municipal corporation (the "City "), and THE TUSCANY
HILLS LANDSCAPE & RECREATION CORPORATION, a California homeowners
association (the "Association ").
WHEREAS, the City and Association have previously entered into that certain
Agreement for Management and Maintenance of Landscape Zone F dated as of May
22, 2001 (the "Agreement ").
WHEREAS, the City and Association wish to amend the Agreement as set forth
more fully herein.
NOW, THEREFORE, City and Association hereby agree as follows:
1. AMENDMENT OF AGREEMENT
(A) Section 4, Term, subpart (c) of the Agreement is hereby amended in its
entirety to provide as follows:
C. Mutual Option to Extend Beginning July 1, 2011, the parties may
agree to extend the term of this Agreement for five (5) additional periods of one (1) year
each, (each a "Mutual Extension Term "). Beginning with the Mutual Extension Term
commencing on July 1, 2011 and for each Mutual Extension Term thereafter, the Mutual
Extension Term shall be deemed to be exercised automatically unless notice is given as
provided herein. Upon the extension of the term of this Agreement under this Section
4c, all of the terms and conditions of this Agreement shall apply to such Mutual
Extension Term, and a new Expiration Date shall automatically be established to be
11:59 p.m. Pacific Time on June 30th of the following year. In the event that either party
determines not to extend the term of this Agreement during any Mutual Extension Term,
such party shall provide written notice to the other party at least two (2) months before
the then scheduled Expiration Date and this Agreement shall terminate and be of no
further force and effect upon the then existing Expiration Date.
(B) Section 5, Compensation, of the Agreement is hereby amended in its
entirety to provide as follows:
5. Compensation As of July 1, 2011, compensation to be paid to
Association for the Services shall be ninety -seven and five tenths percent (97.5 %) of the
revenues actually received by the City from the LLMD assessment imposed exclusively
on landowners within the Association's boundaries related to Landscaping Zone F
(the "Tuscany Hills Assessment "). The Tuscany Hills Assessment shall be the sole
source of payment for services rendered by the Association under this Agreement.
Page 16 of 18
Neither the City -wide LLMD assessment nor any other assessments, fees or taxes
are included in the Tuscany Hills Assessment.
(C) Section 6, Method of Payment, subpart (c) of the Agreement is hereby
amended in its entirety to provide as follows:
C. Payment of Assessments During the Initial Term and Extension
Terms The parties acknowledge that the Tuscany Hills Assessment is collected by the
Riverside County Assessor's Office during the year and distributed to the City in four
separate installments, generally occurring in January, May, June and August (the
"County Installments "). The Director of Administrative Services shall forward that
portion of such County Installment funds as provided in Section 5 to the Association
within fifteen (15) days of City's receipt of the County Installment to be held by the
Association in accordance with the terms of this Agreement.
2. RATIFICATION AND REAFFIRMATION OF THE EXISTING AGREEMENET
Except as modified by the terms of this First Amendment, all other terms and
conditions of the Agreement shall remain in full force and effect, and the Agreement, as
hereby amended, is ratified and confirmed.
3. INTERPRETATION
In the event of any conflict between the provisions of the Agreement and the
provisions of this First Amendment, the provisions of this First Amendment shall control.
4. EXECUTION IN COUNTERPARTS
This First Amendment may be executed in several counterparts, each of which
shall be an original and all of which shall constitute but one and the same instrument.
5. EFFECTIVE DATE
Upon execution by the City Manager, this First Amendment shall be deemed
effective as of July 1, 2011.
[Signatures on Next Page]
2 Page 17 of 18
IN WITNESS WHEREOF, the parties hereto have executed this First
Amendment as of the day and year set forth below.
"CITY"
CITY OF LAKE ELSINORE,
a municipal corporation
0
Robert A. Brady, City Manager
ATTEST:
By:
City Clerk
APPROVED AS TO FORM:
By:
City Attorney
"ASSOCIATION"
THE TUSCANY HILLS LANDSCAPE &
RECREATION CORPORATION, a California
homeowners association
Date: By:
President
Secretary
3 Page 18 of 18