HomeMy WebLinkAboutItem No.5REPORT TO CITY COUNCIL
TO: MAYOR i CITY COUNCIL
FROM: RON MOLENDYR, CITY MANAGER
DATE: April 27, 1993
SUBJECT: Claims Against the City
BACKGROUND
Claims filed against the City of Lake Elsinore are reviewed and
handled by Carl Warren & Company, Claims Administrators. When
received, each claim is logged in the City Clerk's Office and
forwarded to this company for investigation. After initial review
and investigation, direction is issued to the City to take one of
several actions such as rejection, notification of late claim or
reservation of action until further information is obtained.
The following claims have been recommended for rejection by Carl
Warren & Company:
Claim #93 -7 - Entry Level Housing Development, Inc.
Claim #93 -8 - Joyce L. Hernandez
FISCAL IMPACT
None.
RECOMMENDATION
Reject the Claims as detailed above and direct the City Clerk to
send letters informing the Claimants of this decision.
PREPARED
APPROVED
AGENDA
AGENDA ITEM NO. '5' ^
PAGE Or __LLB
•SAXON, DEAN, MASON, BREWER a KINCANNON
A ►RorESSIONAL CORroRAnoN
THE CITY TOWER
333 CITY BOULEVARD WEST, SUITE ISOO
ORANGE, CALIFORNIA 92668 -2221
TCLCrNONC ImA) 008.8300 . VAX (764) 978.8922
JOSEPH J. NAROULLI
March 25, 1993
KKR 2 6 1993
City Clerk
City of Lake Elsinore
130 S. Main Street
Lake Elsinore, CA 92530
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rILL NO.
9321.003
Dear City Clerk:
We represent Entry Level Housing Development, Inc. ( "ELHDII) in
connection with its claim for damages against the City of Lake Elsinore
(the "City ") based on the City's approval and subsequent repudiation of
the affordable housing project jointly developed by ELHD and the City's
Redevelopment Agency. Pursuant to California Government Code c 910,
this letter shall constitute a formal claim by ELHD for losses
sustained as a result of the conduct of the City's Redevelopment Agency
as set forth below. -
Factual Backcround
In or about August of 1991, ELHD purchased two lots of land within
the boundaries of the City, at the corner of Heald and Ellis. The lots
were improved with nine residential buildings. ELHD purchased the lots
for the purpose of rehabilitating the buildings into quality affordable
housing for the residents of the City of Lake Elsinore. If3 connection
with the purchase, the buildings were inspected by an architect and an
engineer, who determined that the buildings were structurally and
foundationally sound, such that rehabilitation of the property could be
achieved without demolishing the buildings. The City agreed with this
analysis and requested that in connection with the planned
rehabilitation ELHD demolish two buildings to provide off - street
parking.
VdW32100aX26
AGENDA ITEM NO.�_
PACE 0 7 t O
The City of Lake Elsinore
March 25, 1993
Page 2
From approximately December of 1991 through February of 1992, Sam
Jiron, a principal of ELHD, met with City Manager Ron Molendyk and
Assistant City Manager Phyllis Rogers to discuss ELHD IS plans for
rehabilitating the buildings into quality affordable housing. During
these meetings, the City proposed that ELHD demolish the buildings
rather than rehabilitating them. The City further proposed that it
donate three contiguous lots then owned by the City so that ELHD could
construct a fourteen to eighteen unit complex of low cost condominiums.
The City further proposed that it purchase and donate to the project a
fourth contiguous lot, which was then privately owned. The City
requested that ELHD negotiate the purchase price of the fourth parcel
to avoid City involvement and suggested that a friendly condemnation
proceeding would ultimately be appropriate.
At the City's suggestion, ELHD hired an architect to produce floor
plans and a color rendering of the project. on July 23, 1992, ELHD
presented to Mr. Molendyk and Ms. Rogers a proposal concerning the
project they had jointly planned, including the floor plans and color
rendering for which ELHD had paid. ELHD requested that the proposal be
transmittal letter to Molendykaand Ms. Rogers is attached her to as
Exhibit "A ".
on or about August 3, 1992, ELHD received a letter from City
Council Member and Redevelopment Agency Director Tare Cherveny stating
that the City of Lake Elsinore Redevelopment Agency ( "RDA ") had adopted
the project and expressing the RDA's intent to proceed with the
project. A copy of the RDA's August 3, 1992 letter is attached hereto
as Exhibit "B ". In reliance on the City's request and adoption of the
project, ELHD demolished the buildings on its property on or about
August 30, 1992, at a cost of approximately $15,000.
After further discussions between ELHD and the RDA, the RDA
requested that ELHD provide a pro forma and formal request for
assistance to be submitted for formal approval by the RDA. On or about
September 17, 1992, ELHD submitted a pro forma and request for
assistance to the RDA. A true and correct copy of the pro forma and a
transmittal letter is attached hereto as Exhibit "C ". As negotiated
with representatives of the-RDA, the pro forma called for ELHD to
construct a 14 -unit affordable housing project on the property
previously purchased by ELHD and on four lots to be donated to the
project by the City, including the lot to be purchased by the City.
Additionally, the project called for monetary assistance from the City
of approximately $190,000, to partially defray development and
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AGENDA ITENI PLO. - _-
PAGE —oi
The City of Lake Elsinore
March 25, 1993
Page 3
construction costs. As previously discussed with Mr. Molendyk and Ms.
Rogers, as well as with the RDA, the City's assistance was necessary to
permit ELHD to sell each condominium for approximately $95,000.
Without the City's assistance, the cost of each condominium would
necessarily exceed $125,000.
On or about October 15, 1992, the RDA requested that ELHD provide
financial statements for itself and its principals. A copy of the
RDA's request is attached hereto as Exhibit "D". On October 16, 1992,
ELHD provided the requested financial statements, copies of which are
attached hereto as Exhibit "E".
On November 10, 1992, the RDA approved the project as requested,
including the City's assistance, by a unanimous vote of five to zero.
Those present and voting at the RDA meeting were Directors and City
Council Members Gary Washburn, George Alongi, James Winkler, Fred
Dominguez and Tere Cherveny. The RDA instructed ELHD to prepare a
development agreement memorializing the terms of the approved project
to be executed upon obtaining construction financing. A true and
correct copy of the RDA Board Minutes is attached hereto as Exhibit
"F ". After the RDA approved the project, the City budgeted $460,000 in
connection with the project, including $190,000 cash to be used to
partially defray development and construction costs and approximately
$270,000 representing the value of the land to be granted to ELHD.
Shortly thereafter, the RDA scheduled the project -for
reconsideration at its December 8, 1992 meeting. At that meeting, the
RDA repudiated its prior agreement to fund the project, voting three to
two to cancel financial assistance to the project. RDA Directors
George Alongi and Gary Washburn cast the dissenting votes. RDA
Directors James Winkler, Fred Dominguez, and Tere Cherveny voted to
cancel financial assistance to the project. A copy of the December 8,
1992 RDA Minutes is attached hereto as Exhibit "G". As reflected in
the minutes, the RDA voted to repudiate its prior approval of the
project based on its desire to fund and construct a minor league
baseball stadium within the City boundaries.
After the December 8, 1992 RDA meeting, Directors George Alongi
and Tere Cherveny stated to Sam Jiron of ELHD that the project would be
reconsidered at the January 12, 1993 meeting. They further stated that
the project would be approved if ELHD provided a development contract
memorializing the prior terms and approval of the project and if ELHD
provided the RDA with a financial institution's expression of intent to
provide the necessary construction loan.
wCb%M210M0.&96
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AGENDA ITEM NO 5
PAGE — OF —La-
The City of Lake Elsinore
March 25, 1993
page 4
At the January 12, 1993RD f Meeting, F HD presented
he rattached
development contract. A co p y James Milhiser of the
hereto as Exhibit "H ". Prior to the meeting,
Construction Lending Division of First Bank is lip onest Ron
Molendyk and /or Phyllis Rogers to express
providing the necessary construction loan. North County Bank in
Murrieta was similarly interested in providing the tconstruction
three
Despite ELHD's compliance with the RDA's ith George Alongi and hree
to two not to reinstate the project, w
casting the
Dominguez dissenting vo d against Directors
reinst reinstating Gary Washburn, James
At the same meeting, the RDA voted unanimously to reimburse ELHD
$15,000 for its costs of demolishing the two buildings as requested by
roperty to
the City and stated that it would of the Januarya12, 1993 tRDA pMinutes is
recover such costs. A copy ain as reflected in the Minutes,
attached hereto as Exhibit "I ". A4 1
the reason cited for denying reinstatement of the project as previously
approved was the RDA's desire to fund a minor league baseball stadium.
ELHD is informed and believes that prior to the January 12, 1993
RDA meeting, City Attorney John Harper, or a representative from the
City Attorney's Office, advised the various RDA Directors that failure
to reinstate the project would be improper and would subject the City
to a claim for damages by ELHD. Accordingly, ELHD believes it.has
personal claims against the individual Directors who voted against
reinstating the project. ELHD is further informed and believes that
the City, through its employees, defrauded ELHD with respect to the
project in that the RDA Directors intentionally or negligently
misrepresented the City's ability and desire to complete the project as
agreed. ELHD is further informed and believes that the RDA Directors
agreed to the project without intending to perform as agreed.
Nature of Claims
ELHD has a variety of causes of action against the City arising
from the foregoing facts. The City, through the RDA, entered into a
binding contract with ELHD when it accepted ELHD's offer to construct
affordable housing on its property. The City subsequently breached the
agreement by, among other things, repudiating the agreement, refusing
to grant land and financial assistance to ELHD as agreed, and refusing
to permit ELHD to proceed with the project.
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AGENDA ITEM NO. ✓
PAGE CF--[-(2-
The City of Lake Elsinore
March 25, 1993
Page 5
Moreover, the City and the individual RDA Directors breached the
implied covenant of good faith and fair dealing that inheres in all
contracts by, among other things, denying the existence of the
agreement. Although the City may not be liable for punitive damages,
the individual Directors will be.
Further, in adopting the project and accepting ELHD's offer, the
City should have reasonably expected to induce ELHD's reliance. ELHD
did in fact rely on the City's conduct when it demolished its buildings
and incurred various other costs set forth below. By its actions in
reliance, ELHD so changed its position that unconscionable injury will
result unless the contract is enforced. Accordingly, ELHD has a cause
of action based on promissory estoppel, entitling ELHD to enforcement
of the City's promises and to recovery of its damages, under cases such
as C &K Engineering Contractors v. Amber Steel Co, (1978) 23 Cal.3d 1.
Moreover, by its conduct outlined above, the City intentionally
led ELHD to believe that the City was capable of performing and
intended to perform under the contract, with the intent that ELHD would
act based upon the City's conduct. ELHD, ignorant that the City was
incapable of performing, and /or did not intend to perform, was induced
to act based upon the City's conduct. Thus, under the doctrine of
equitable estoppel, the City is estopped from attempting to deny the
validity and enforceability of the project agreement. City of Lona
Beach v. Mansell (1970) 3 Cal.3d 462, 496 -497.
ELHD is informed and believes that the conduct of the City and its
agents constitutes fraud in that the City Manager, Assistant City
Manager, and RDA Directors intentionally or negligently misrepresented
to ELHD that the City was capable of acting as agreed and that the City
wished to do so, when that was not in fact true. ELHD is further
informed and believes that the misrepresentations were intended to, and
did, induce ELHD to take the actions outlined above. ELHD is further
informed and believes that the City did not intend to perform its
obligations at the time it agreed to perform, yet promised to do so in
order to induce ELHD to act as set forth above.
Additionally, ELHD has a claim based on the principles of inverse
condemnation. Article I, S 19 of the California Constitution requires
that just compensation be paid when private property is damaged for
public use. Where the entity damaging the property does not first
bring eminent domain proceedings, the property owner may recover based
on inverse condemnation. Baker v. Burbank - Glendale - Pasadena Airport
Authority (1985) 39 Cal.3d 862, 866 -867. In the context of inverse
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AGENDA ITEM NO.
PAGE 07
The City of Lake Elsinore
March 25, 1993
Page 6
condemnation, "[plublic use . . . is a use which concerns the whole
community or promotes the general interest in its relation to any
legitimate object of government." ar +n v Citv of San Rafael (1980)
111 Ca1.App•3d 591, 595 u 'n
t v City of Fairfax (1963) 212
Cal.App.2d 345, 358.
Here, .in furtherance of the public object of providing affordable
housing to the citizens of the City, the City caused the demolition of
nine buildings owned by ELHD. The City must therefore compensate ELHD
for its losses resulting from such demolition. Although the City has
already paid the cost of the demolition, the proper measure of damages
where the City causes damage to zeal property includes other factors,
such as the diminution in the value of the real property and the costs
incurred in recovering from the governmental entity. iT Francs sco I-=U ea
of Shasta (1970) 5 Cal.App.3d 336, 342;
Rapid Transit Dist (1976) 17 Cal.3d 648, 654.
General Description of Loss Incurred
As a result of the City's conduct, ELHD has sustained and will
sustain a variety of losses. These losses include diminution in value
of the ELHD lots resulting from the demolition of nine buildings, lost
rental value of the buildings had they been rehabilitated and rented as
planned, attorneys' fees and costs associated with ELHD's efforts to
recover for its losses, sums spent at City request in developing floor
plans and a color rendering of the project and in obtaining a
development agreement,. loan renewal fees necessitated by the City's
breach of the agreement, substantial time expended in connection with
developing the project,_ and the benefits to be received upon
performance of the contract.
The dollar value of the losses sustained by ELHD is sufficient to
rest jurisdiction over this claim in the Riverside County Superior
Court.
Votice
The post office address of ELHD is as follows:
Entry Level Housing Development
Omega Mortgage West
506 West Graham Avenue, Suite 207
Lake Elsinore, California 92530
%%bU%93210M9.M26
AGENDA ITEM NO. 15
PAGE OF -J.
The City of Lake Elsinore
March 25, 1993
Page 7
Any notification or communication concerning this claim should be
addressed as follows:
Joseph J. Nardulli, Esq.
Saxon, Dean, Mason, Brewer & Kincannon
333 City Boulevard West, Suite 1600
Orange, California 92668 -2924
In accordance with the provisions of Government Code Section
912.4, you have forty -five days within which to consider this claim.
Unless notification of the City's intended action is received within
that time, ELHD will consider the claim rejected by the City and will
pursue its legal rights as appropriate.
If you have any questions or comments, please feel free to call
me.
Very truly yours,
WCH:kv
vchU\932100 0. N 6
SAXON, DEAN, MASON,
BREWER & KINCANNON
=Nardulli oration
c
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AGENDA ITEM N0. " —
PAGE.._
LS
CLAIM AGAINST THE CITY OF LAKE ELSINORE
(For Damages to`Pe sons or Persona Property)
. 1 /
Received By
jj. t4aW l (T a so
(Name)
ved)
A claim must be filed with the City Clerk of the City of Lake Elsinore
within six (6) months after which the incident or event occurred. Be sure
your claim is against the City of Lake Elsinore, not another public entity.
Where space is insufficient, please use additional paper and identify
information by paragraph number. Completed claims must be mailed or
delivered to the City Clerk, City of Lake Elsinore, 130 South Main Street,
Lake Elsinore, California 92330.
TO THE HONORABLE MAYOR AND CITY COUNCIL, CITY OF LAKE ELSINORE, CALIFORNIA:
The undersigned respectfully submits the following claim and information
relative to damage to persons and/or personal property:
1. NAME OF CLAIMANT G C� ` ' l�C //1 CZ
- , iI
a. Address of Cla
b. Phone No. (q(��QZ�- 411 c. Date of Birth V -1 / / (/o( /o?
d. Social Security No _ _e. Drivers Lic.
2. Name, post office address and telephone to which claimant desires notices
to be sent, if other than the above:
3. occurr o event from which this claim arises:
a. Datence e / b. Time
c. Place (Exact and specific location)
d. How and nder what circumstances did damage or injury occur? Specify
the particular occurrence, event, act or omission you claim caused,the
injury or damage (use additional paper if necessary).
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e. what a icular act)"-4ie on by the u City or its employees, caused the
alleged damage or injury?
Y.
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AGENDA ITEM NO. 10
PAGE._L(�_ OF_1___
4. were there any injuries at the time of this incident? If
there were no injuries, state "No Injuries ".'
5. Give the name(s) of the City employes(s) causing the
damage or injury:
6. Name and address of any other person injured:
7. Name and address of the owner of any damaged property:
it - ,/ . o _ i
a. amount claimed as of this date: $ a�
b. Estimated amount of future costs: $
c. Total amount claimed: $
d. Basis for computation of amounts claimed (Include
copies of all bills, invoices, . estimates, etc) :
&L4 G
9. Names and addressed of all witnesses, hospitals, docto:
etc:
a. x%551 77/S
b.
C.
10. Any additional information that might be he pful n
considering this claim:
' �/ K c7fl��ld 4 s
NARNI1IG:KII' IS A CRIMINAL OFFENSE TO FILE A FALSE CLAIMI �
(Penal Code 72 /Insurance Code 556.1)
I have read the matters and statements made in the -above claim
and I know the same to be true of my own knowledge, except as
to those matters stated upon information or belief as to such
matters, I believe the same to be true. I certify under
penalty of perjury that the foregoing is TRUE AND GCORRECT.
SIGNED THIS 6- —DAY OF r� , 19 AT ZQFe�S ///o /1Z.
CALIFORNIA.
CLAIMANT'S SIGNATURE: All"
zr.
AGENDA ITEM NO.�
PAG`E 10 OF 1�