HomeMy WebLinkAboutItem No.SA4CITY OF LAKE ELSINORE
REPORT TO THE CITY COUNCIL
AND THE REDEVELOPMENT AGENCY
TO: MAYOR AND CITY COUNCIL AND
REDEVELOPMENT AGENCY CHAIR AND BOARD
FROM: RON MOLENDYK, CITY MANAGER AND EXECUTIVE DIRECTOR /RDA
DATE: FEBRUARY 23, 1993
SUBJECT: CITY CENTER DEVELOPMENT
BACKGROUND
Oak Grove Equities has, for some time, been working toward
development of their property located at Railroad Canyon Road and
Grape Street. They are now ready to proceed with the development,
which is to include a Wal -mart Store.
Staff has been negotiating with Oak Grove Equities for several
months to conclude potential arrangements to obtain appropriate
tenants for such development. Tentative agreement (subject to City
Council /Redevelopment Agency approval) has been reached with Oak
Grove Equities and Walmart. Attached to this report are an Owner
Participation Agreement with Oak Grove Equities and a Disposition
and Development Agreement with Wal -mart Stores. In summary, the
provisions are:
Oak Grove Ecuities
a) Oak Grove Equities will develop the site, including all
required off -site improvements, of a quality shopping
center. The cost of the improvements is estimated to be
$1,800,000.
b) The City /Redevelopment Agency will reimburse Oak Grove a
maximum of $1,800,000 for the off- sites, the public
transitional grading and development impact fees. Said
reimbursement will carry an interest rate of seven (7)
percent commencing at the first store opening. If the
entire debt is not amortized at the end of twenty (20)
years, any remaining balance will be cancelled.
C) The source of the reimbursement will be at the discretion
of the City /Redevelopment Agency. The financing method
is set forth below.
Wal -mart
a) Wal -mart will advance $2,900,000 to the Redevelopment
Agency, said amount being the purchase price of the Wal-
mart parcel.
b) The Redevelopment Agency will acquire the parcel from
developer (Oak Grove) and immediately sell to Wal -mart
for $700,000, the purchase price, less a loan amount of
$2,200,000.
c) Wal -mart will construct its store on the acquired parcel.
d) Redevelopment Agency will give Walmart a note for
$2,200,000 with interest at seven (7) percent, commencing
with the opening of their store. The source of repayment
will be at the discretion of the Redevelopment Agency,
however, the note will be collateralized by the sales tax
City Center Development -2- February 23, 1993
generated from the site. If the
amortized after twenty (20) years,
will be cancelled. The financing
below.
Financing Method
entire debt is not
any remaining balance
method is set forth
The source of the above described reimbursements to Oak Grove
Equities and Wal -Mart Stores will be at the sole discretion of the
City /Redevelopment Agency with only the Wal -Mart note being
collateralized by site specific sales tax. The application of the
tax revenues is as follows:
a. The first $200,000 of annual sales tax each year will be
retained by the City /Redevelopment Agency.
b. An amount equivalent to the second $200,000 of annual
sales tax revenues for the year will be applied to debt
service of the $4,000,000 of debt described above.
C. An amount equivalent to fifty (50) percent of the annual
sales tax revenue above $400,000 for the year will be
applied to debt services.
d. This method will continue until the total debt is
extinguished, or for twenty (20) years, which ever occurs
first. The City /Redevelopment Agency have the
option to pay off the remaining debt at any time.
FISCAL IMPACT
The fiscal impact will be positive. In addition to retaining all
of the incremental property tax, business license and franchise
fees, the City /Redevelopment Agency will retain the first $200,000
(annually) of sales tax revenues generated by the project. An
amount equivalent of the second $200,000 of sales tax will be used
to apply to the notes. The equivalent of 50% of any sales tax
which is in excess of $400,000 will also be retained by the
City /Redevelopment Agency, with the balance applied to the notes.
Based on a financial impact report for the project prepared by the
Levander Company, after the project is completed, over the first
ten (10) years of operation, the development will produce estimated
revenues of $11,490,000 of which the City/ Redevelopment Agency will
retain an estimated $7,381,000 (see attached schedule).
It is recommended that the City Council and Redevelopment Agency
Board approve the project concept as presented and instruct staff
to take steps to finalize the necessary documents.
PREPARED BY:
C.
APPROVED FOR
AGENDA LISTING:
CtyCtrDv.112
Ron Molendy�, City Manager
and Executi a Director /RDA
AGENDA ITEM ^ NO. Ll
PAGE d OF.S..,!
CITY CENTER / WALMART PROJECT
10 YEAR ANALYSIS
NOTES:
(1) Total revenue includes property tax (incremental) , sales tax,
business license and franchise fees - All site specific.
(2) Distribution to "developer" covers both Wal -mart and Oak Grove
Equities on the basis of the first $200,000 of sales tax to
City /RDA, the equivalent of the next $200,000 of sales tax to
developer and fifty (50) percent of excess over $400,000 annually.
(3) Debt based on a 20 year amortization at seven (7) percent.
is
F.ACY 1.1 r?F 8y
TOTAL
REVENUE
DISTRIBUTION
CITY /RDA DEVELOPER
DEBT
INTEREST PRINCIPAL
BALANCE
YEAR 1
$734,000
$464,000
$270,000
$280,000
$(10,000)
$4,010,000
2
969,000
633,000
336,000
280,700
55,300
3,954,700
3
1,003,000
653,500
349,500
276,829
72,671
3,882,029
4
1,037,000
673,500
363,500
271,742
91,758
3,790,271
5
1,183,000
762,500
420,500
265,319
155,181
3,635,090
6
1,224,000
786,500
437,500
254,456
183,084
3,452,046
7
1,267,000
812,000
455,000
241,643
213,357
3,238,689
8
1,311,000
838,000
473,000
226,708
246,292
2,992,397
9
1,357,000
865,000
492,000
209,468
282,532
2,709,865
10
1,405,000
893,000
512,000
189,691
322,309
2,287,556
TOTAL
$11.490.000
$7.381.000 $4.109.000
NOTES:
(1) Total revenue includes property tax (incremental) , sales tax,
business license and franchise fees - All site specific.
(2) Distribution to "developer" covers both Wal -mart and Oak Grove
Equities on the basis of the first $200,000 of sales tax to
City /RDA, the equivalent of the next $200,000 of sales tax to
developer and fifty (50) percent of excess over $400,000 annually.
(3) Debt based on a 20 year amortization at seven (7) percent.
is
F.ACY 1.1 r?F 8y
RESOLUTION NO. 93 -4
RESOLUTION R.D.A. 93 -1
JOINT RESOLUTION OF THE LAKE ELSINORE CITY COUNCIL AND THE
LAKE ELSINORE REDEVELOPMENT AGENCY ( "RDA ") AUTHORIZING THE
EXECUTION OF THE REDEVELOPMENT DISPOSITION AND DEVELOPMENT
AGREEMENT ( "DDA ") BY AND BETWEEN THE RDA AND WAL -MART
STORES, INC.( "WAL- MART ") AND THE LAKE ELSINORE REDEVELOPMENT
PROJECT WAL -MART SHOPPING CENTER OWNER PARTICIPATION
AGREEMENT ( "OPA ") BY AND BETWEEN THE RDA AND OAK GROVE
EQUITIES (OAK GROVE ").
BE IT RESOLVED, FOUND AND DETERMINED BY THE CITY COUNCIL AND
THE RDA AS FOLLOWS:
1. The DDA and the OPA were considered by the City Council
and the RDA at a properly noticed joint public hearing on
February 2, 1993. At the hearing, the City Council and the RDA
staff recommended approval of the DDA and the OPA.
2. The adoption of the DDA and the OPA is deemed to be in
the interest of the orderly redevelopment of the City of Lake
Elsinore and is consistent with the goals, objectives and
policies of the existing General Plan for the City of Lake
Elsinore ( "General Plan "), the Elsinore City Center Specific Plan
( "Specific Plan ") and the Redevelopment Plan for the Rancho
Laguna Development Project No. II ( "Redevelopment Plan ").
3. The City Council and the RDA can approve the DDA and
the OPA, as they are within the scope of the project covered by
the Program EIR prepared for the Specific Plan which EIR was
certified in September, 1992. Given this, no new CEQA document
is required. Pursuant to 14 CCR Section 15162, no new effects
could occur and no new mitigation measures would be required for
the DDA and the OPA. A checklist has been prepared pursuant to
14 CCR Section 15168 and is attached hereto.
4. The City of Lake Elsinore incorporates, in their
entirety, the feasible mitigation measures developed in the
September, 1992 Program EIR as requirements for the DDA and the
OPA.
5. The DDA and OPA will promote the welfare and public
interest of the City of Lake Elsinore.
6. The DDA and the OPA will govern the development of the
projects which are specifically described in the DDA and OPA,
PAGE TWO
RESOLUTION NO. 93 -4
RESOLUTION NO. R.D.A. 93 -1
copies of
which
are
attached
hereto and incorporated herein by
reference.
The
DDA
and the
OPA shall be effective immediately
upon execution of this Resolution.
7. Under the terms of the DDA, the RDA shall sell certain
real property described in the DDA ( "Property ") to Wal -Mart for
a purchase price which is less than the current market value for
the Property at its highest use under the Redevelopment Plan.
The lesser consideration accepted by the RDA for the Property is
necessary to effectuate the purposes of the Redevelopment Plan.
8. The DDA and the OPA are hereby approved by the City
Council and the RDA Board and the Mayor of the City of Lake
Elsinore is hereby authorized and directed to execute the DDA and
the OPA on behalf of the RDA.
THE FOREGOING RESOLUTION IS HEREBY APPROVED UPON THE
FOLLOWING VOTE THIS ' DAY OF FEBRUARY, 1993:
AYES: COUNCILMEMBERS:
NOES:
COUNCILMEMBERS:
ABSENT:
COUNCILMEMBERS:
ABSTAIN:
COUNCILMEMBERS:
AYES: BOARDMEMBERS:
NOES: BOARDMEMBERS:
ABSENT: BOARDMEMBERS:
ABSTAIN: BOARDMEMBERS:
GARY M. WASHBURN, MAYOR
CITY OF LAKE ELSINORE
JIM WINKLER, CHAIRMAN
REDEVELOPMENT AGENCY
A07NDA ITEM
PAGE THREE
RESOLUTION NO. 93 -4
RESOLUTION NO. R.D.A. 93 -1
ATTEST:
VICKI KASAD, CITY CLERK
APPROVED AS TO FORM AND LEGAL CONTENT:
JOHN HARPER, ESQ.
CITY ATTORNEY
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PAGE 2 OF U
REDEVELOPMENT
DISPOSITION AND DEVELOPMENT AGREEMENT
(WAL -MART PROJECT)
BY AND BETWEEN
LAKE ELSINORE REDEVELOPMENT AGENCY
"Agency"
and
WAL -MART STORES, INC.
"Redeveloper"
, 1993
YF'
AGO ra T &',s ,_
1'�.]�tiV.� 1 C; •.., iii;. o(�
PPAGZ- OF O 14
REDEVELOPMENT
DISPOSITION AND DEVELOPMENT AGREEMENT
(Wal -Mart Project)
This Agreement is entered into as of , 1993, by and between
the Lake Elsinore Redevelopment Agency (the "Agency andMl -Mart Stores, Inc., a
Delaware corporation (the "Redeveloper ").
RECITALS
1. The City Council of the City of Lake Elsinore (the "City ") has established the
Agency and has approved and adopted a Redevelopment Plan (the "Redevelopment Plan ") for
a redevelopment project known as the Rancho Laguna Redevelopment Project No. II (the
"Project Area ") in April, 1983, pursuant to the provisions of Sections 33000, et sea., of the
California Health & Safety Code (the "California Community Redevelopment Law").
2. The Agency is undertaking a program, in the interest of the health, safety,
morals and general welfare of the people of the City and under the California Community
Redevelopment Law for the redevelopment, replanning and redesign of blighted areas within
the Project Area.
3. The Agency is desirous of carrying out the Redevelopment Plan for the Project
Area by providing for the disposition of certain real property within the Project Area
(hereinafter referred to as the "Site ") and the development thereon by the Redeveloper of a
Wal -Mart store and related improvements (the "Store "). The Agency has determined that the
development of the Site for such purposes by the Redeveloper and others pursuant to the tetras
and conditions of this Agreement is in the best interests of the taxpayers and residents of the
City and will otherwise promote the public health, safety, morals and general welfare of City
residents and is in accordance with federal, state and local laws and regulations.
4. The Site is located adjacent to certain other real property (the "Participant's
Property") within the Project Area, which will be developed (in conjunction with the Site) as a
quality retail shopping center, with related improvements, which will include stores, shops and
restaurants. Concurrently herewith, the Agency and Oak Grove Equities, a California limited
partnership (the "Participant ") have entered into that certain Owner Participation Agreement
(the "OPA") for the development of the Participant's Property. The Site and the Participant's
Property may be collectively referred to herein as the "Shopping Center. "
OPERATIVE PROVISIONS
Terms of A reement.
1.1 Public Purpose of This Agreement. The purpose of this Agreement is to
implement the Redevelopment Plan for the Project Area by providing for the disposition of the
Site and the development thereon of the Store by the Redeveloper.
1.2 Redevelopment Plan. This Agreement is subject to the provisions of the
Redevelopment Plan. The Redevelopment Plan, as it now exists and as it may be subsequently
amended pursuant to Section 8.2 hereof, is incorporated herein and made a part hereof by
reference.
DDA\2 -16 \0190 \048
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AQU 'A ITC-FA (NO,
\ PACE -'_! L OF Q
1.3 The Redevelopment Project Area. The Project Area is located in a
portion of the City of Lake Elsinore, and the Project Area's boundaries are specifically
described in the Redevelopment Plan.
1.4 The Site. The Site consists of certain real property located in the Project
Area as shown on the Site map attached and incorporated herein as Exhibit "A ", and more
particularly described in the legal description attached and incorporated herein as Exhibit "B ".
The Site is currently owned by Oak Grove Equities, a California limited partnership (the
"Seller ") and, as of the date of acquisition and sale of the Site pursuant to Section 3., the Site
shall be comprised of 1 legal parcel.
2. Parties to this Agreement.
2.1 The Agency. The Agency is a public body, corporate and politic,
exercising governmental functions and powers, and organized and existing under Chapter 2 of
the Community Redevelopment Law of the State of California. The offices of the Agency are
located at 130 South Main Street, Lake Elsinore, California 92530.
"Agency ", as used in this Agreement, includes the Lake Elsinore
Redevelopment Agency and any assignee of or successor to its rights, powers and
responsibilities.
2.2 The Redeveloper. The Redeveloper is Wal -Mart Stores, Inc., a
Delaware corporation. The principal office of the Redeveloper for purposes of this Agreement
is 702 Southwest Eighth Street, Bentonville, Arkansas 72716, Attention: President and
Attention: Property Manager.
All of the terms, covenants and conditions of this Agreement shall be binding
on and shall inure to the benefit of the Redeveloper and the successors and assigns of the
Redeveloper.
Wherever the term "Redeveloper" is used herein, such term shall include any
nominee, assignee or successor -in- interest of the Redeveloper.
Purchase and Disposition of the Site.
3.1 Acquisition of Site. Subject to the terms, conditions and provisions of
this Agreement, and on or before March 31, 1993, the Agency shall use its best efforts to
acquire fee title to the Site from the Seller pursuant to the Purchase Agreement between the
Seller and the Redeveloper, a copy of which is attached herewith as Exhibit "C" and
incorporated herein by reference (the "Purchase Agreement ") for the purchase price and on the
terms set forth in the Purchase Agreement. Concurrently herewith, the Redeveloper has
assigned to the Agency all of its right, title and interest under the Purchase Agreement. The
Agency hereby acknowledges receipt of and approves of the voluntary offer to purchase the
Site which the Agency has received from the Seller. In connection with the Agency's
acquisition of the Site from the Seller, the Redeveloper hereby agrees to loan to the Agency
the amount of $2,200,000 (the "Loan "), and the Agency hereby agrees to borrow the Loan
from the Redeveloper provided that all conditions as to the close of escrow (as hereinafter
defined) have been satisfied. The Loan shall be repaid in accordance with the tetras of the
Note, a copy of which is attached and incorporated herein as Exhibit "D" (the "Note "). The
Seller and the Agency shall enter into escrow with Chicago Title Insurance Company,
Broadway Plaza, 700 South Flower Street, Suite 900, Los Angeles, California 90017, Attn:
2 DDA\2- 16 \G190 \048
�u-
PAGE
Sharon Kling (the "Escrow Agent ") to consummate the acquisition and sale of the Site in
accordance with the terms of this Agreement and the Purchase Agreement.
3.2 Sale of the Site. In a simultaneous closing on acquisition of fee title to
the Site by the Agency pursuant to the Purchase Agreement, the Agency shall, on the terms
and conditions hereinafter set forth, sell to the Redeveloper, and the Redeveloper shall
purchase from the Agency, the Site for a purchase price (the "Purchase Price ") equal to the
purchase price of the Site set forth in the Purchase Agreement. The Agency's obligation to
consummate the purchase of the Site from the Seller is subject to the delivery by the
Redeveloper to the Escrow Agent (as hereinafter defined) of the Purchase Price, which
includes the Loan amount, with instructions to the Escrow Agent to use such funds to satisfy
the Agency's obligations as purchaser under the escrow instructions contained in the Purchase
Agreement.
Additional consideration for the above- described sale by the Agency to the
Redeveloper shall be the undertaking of the Redeveloper to develop or cause to be developed
the Site and the subsequent operation and maintenance of the Site and improvements thereon in
accordance with this Agreement. The Agency has found and determined that the value of such
consideration equals or exceeds the fair market value in the Site.
3.3 Escrow. Within 10 days of the mutual execution and delivery hereof,
the Agency and the Redeveloper shall open an escrow with the Escrow Agent for the
conveyance of the Site to the Redeveloper. This Agreement constitutes the joint escrow
instructions of the Agency and the Redeveloper, and a duplicate original of this Agreement
shall be delivered to the Escrow Agent on the opening of escrow. The Agency and the
Redeveloper shall provide such additional escrow instructions as shall be necessary and
consistent with this Agreement. The Escrow Agent is authorized to act under this Agreement,
and on indicating its acceptance of the provisions of this Section 3. in writing, delivered to the
Agency and to the Redeveloper within 5 days after the opening of escrow, shall carry out its
duties as Escrow Agent hereunder. Without limiting the generality of the foregoing, the
Agency and the Redeveloper agree to be bound by the Escrow Agent's general conditions
which are attached and incorporated herein as Exhibit "E ".
Within the time set forth in this Agreement, the Redeveloper shall deposit with
Escrow Agent the Purchase Price, which includes the Loan amount. In addition, the Agency
and the Redeveloper shall each deposit with the Escrow Agent all of the fees, charges and
costs related to the acquisition and sale of the Site as required by this Agreement, promptly
after the Escrow Agent has notified the Agency and the Redeveloper of the amount of such
fees, charges and costs, but not later than 1 business day prior to the scheduled date for the
close of escrow. Without limiting the effect of any other provision of this Agreement, the
Agency shall be responsible for the cost of the Title Policy (as hereinafter defined), any
transfer tax required by law in connection with the acquisition and sale of the Site, 1/2 of the
Escrow Agent's fee and the Seller's customary miscellaneous costs as determined by the
Escrow Agent. The Redeveloper shall be responsible for 1/2 of the Escrow Agent's fee and
the Buyer's customary miscellaneous costs as determined by the Escrow Agent.
Within 10 days of the opening of escrow, the Agency shall deposit into escrow:
(a) the executed and acknowledged grant deed, a copy of which is attached and incorporated
herein as Exhibit "F" ( "Grant Deed ") conveying to the Redeveloper title to the Site in
accordance with the requirements of this Agreement and (b) the executed Note.
R
65
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DDA\2- 16 \G190 \048
pAC —= F.$
On delivery of the Grant Deed to the Escrow Agent by the Agency, the Escrow
Agent shall record such Grant Deed when title to the Site can be vested in the Redeveloper in
accordance with the terms and provisions of this Agreement. The Escrow Agent shall buy,
affix and cancel any transfer stamps required by law, and pay any transfer tax required by law
in connection with the acquisition and sale of the Site. Any insurance policies governing the
Site shall not be transferred unless otherwise instructed by the Redeveloper.
The Escrow Agent is authorized to:
(a) Pay and charge the Agency and the Redeveloper for any fees,
charges and costs payable under this Section 3. Before such payments are made, the Escrow
Agent shall notify the Agency and the Redeveloper of the fees, charges and costs necessary to
close the escrow.
(b) Disburse funds and deliver the Grant Deed, the Note and other
documents to the parties entitled thereto (including, pursuant to Section 3.6) when the
conditions of this escrow have been fulfilled by the Agency and the Redeveloper. Such funds
and documents shall not be disbursed and delivered by the Escrow Agent unless and until it has
recorded the Grant Deed to the Site and has delivered to the Redeveloper a title insurance
policy insuring title and conforming to the requirements of Section 3.7; and
(c) Record any Grant Deed and any other instruments delivered
through the escrow, if necessary or proper, to vest title in the Redeveloper in accordance with
the terms and provisions of this Agreement.
All funds received in the escrow shall be deposited by the Escrow Agent with
other escrow funds of the Escrow Agent in a general escrow account or accounts with any
State or national bank doing business in the State of California. Such funds may be transferred
to any other such general escrow account or accounts. All disbursements shall be made on the
basis of a 30 day month.
If the escrow is not in condition to close on or before the Closing Date (as
hereinafter defined), either parry who then shall have fully performed the acts to be performed
before the conveyance of title may, in writing, terminate this Agreement and demand the
return of its money, papers or documents in accordance with the Escrow Agent's general
conditions. If no such demands are trade, the escrow shall be closed as soon as possible.
Nothing in this Section 3.3 shall be construed to impair or affect the rights or obligations of
the Agency or the Redeveloper to specific performance.
Any amendment of these escrow instructions shall be in writing and signed by
both the Agency and the Redeveloper.
All communications from the Escrow Agent to the Agency or the Redeveloper
shall be directed to the addresses and in the manner established in this Agreement for notices,
demands and communications between the Agency and the Redeveloper.
The liability of the Escrow Agent under this Agreement is limited to
performance of the obligations imposed on it under Section 3.3 to Section 3.7, both inclusive,
of this Agreement.
Neither the Agency nor the Redeveloper shall be liable for any real estate
commissions or brokerage fees which may arise herefrom.
4 DDA\2- 16 \G190 \046
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3.4 Conveyance of Title and Delivery of Possession. Subject to any
mutually agreed on extensions of time, the close of Escrow shall occur on or prior to March
31, 1993 (the "Closing Date "). The Agency and the Redeveloper agree to perform all acts
necessary to convey title in sufficient time for title and possession to be conveyed in
accordance with the foregoing provisions.
3.5 Condition of Title. The Agency shall convey to the Redeveloper fee title
to the Site in the same condition required by the Purchase Agreement and free and clear of all
recorded and unrecorded liens, covenants or encumbrances of the Agency's making.
3.6 Close of Escrow and Recordation of Grant Deed. The Escrow Agent
shall promptly notify the Redeveloper orally that the Grant Deed and the Note, properly
executed and acknowledged as appropriate by the Agency, have been delivered to the Escrow
Agent and that title is in the condition to be conveyed in conformity with the terms and
provisions of this Agreement. The Redeveloper shall thereafter immediately deposit the
Purchase Price for the Site, including the Loan amount, with the Escrow Agent 1 business day
prior to the Closing Date. On the close of Escrow, the Escrow Agent shall file the Grant Deed
for recordation among the land records in the Office of the County Recorder for Riverside
County, shall deliver to the Redeveloper a title insurance policy insuring title in conformity
with Section 3.7 of this Agreement, and thereafter shall deliver the Note to the Redeveloper._
3.7 Title Insurance. Concurrently with recordation of the Grant Deed,
Chicago Title Insurance Company (the "Title Company "), shall, at the cost and expense of the
Agency, provide and deliver to the Redeveloper an ALTA owner's policy of title insurance
(the "Title Policy ") issued by the Title Company insuring that good and marketable title is
vested in the Redeveloper in the condition required by this Agreement and the terms of the
Purchase Agreement. The Title Company shall provide the Agency with a copy of such Title
Policy, and the Title Policy shall be in an amount equal to the Purchase Price, including the
Loan amount or in such greater amount as the Redeveloper may specify. The Title Policy
shall contain and include such additional endorsements as the Redeveloper may reasonably
request.
3.8 Assignment of Representations and Warranties of the Seller. Effective
on the close of Escrow, the Agency assigns to the Redeveloper all representations and
warranties contained in the Purchase Agreement and made by the Seller.
3.9 Enactment of Sales Tax Ordinance. If, on or before March 31, 1993,
the City and the Agency have not adopted ordinances under California Revenue and Taxation
Code Section 7202.5 and Section 7202.6, respectively, providing for a credit for sales and use
taxes paid to the Agency from retail sales occurring within the Shopping Center and imposing
a 1.0% tax on all retail sales occurring within the Shopping Center, the Redeveloper may, at
any time prior to close of Escrow on the Site, terminate this Agreement and any further rights
and responsibilities hereunder. The Agency also agrees to cause the City to join the Agency in
judicially validating such sales and use tax ordinances pursuant to California Code of Civil
Procedure Section 860 et sea. on or before March 31, 1993.
The Agency shall not rescind such sales and use tax ordinance without (a) first
obtaining the Redeveloper's consent and (b) without pledging assets or other sources or
revenue which, in the Redeveloper's sole discretion, provide sufficient security for the
Agency's obligation to make payments to the Redeveloper under the Note.
DDA\2- 16 \G190 \048
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In addition, if the Sales and Use Tax Law is modified or repealed following the
date of this Agreement, or if the City's or the Agency's portion of the Sales Tax Revenue (as
defined in the Note) decreases or is eliminated, then for purposes of this Agreement, Sales Tax
Revenue shall be deemed to mean any form of tax or revenue which the City or the Agency
receives in total or partial replacement of such Sales Tax Revenue. In addition, in the event of
any such change, the Agency and the Redeveloper shall fully cooperate with one another in
amending this Agreement and the Note as is necessary or appropriate to facilitate the timely
payment of all payments to the Redeveloper under the Note, so the intent of this Agreement
can be attained.
4. Redevelopment of the Site.
4.1 ScoRe of Development. The Site shall be redeveloped in accordance
with this Section 4.
4.2 Dnstruction of Store. The Redeveloper shall construct the Store on the
Site, in accordance with all applicable laws, ordinances, and regulations, whether federal,
stated or local.
4.3 Cost of Construction. The cost of developing the Site and constructing
all improvements on and off of the Site as required by this Agreement shall be borne
exclusively by the Redeveloper or its assigns and successors-in-interest, except for those costs,
if any, to be borne by the Agency or others as expressly provided in this Agreement.
4.4 Indemnification. During the period commencing with any preliminary
work by the Redeveloper or others on any portion of the Site and until such time as the
Agency has issued a Certificate of Completion pursuant to Section 4.7 below with respect to
the construction of the improvements on the Site, the Redeveloper shall indemnify and hold the
Agency and the City and their respective officers, directors, agents, servants, employees and
contractors harmless from and against all liability, loss, damage, costs, or expenses (including
reasonable attorney's fees and court costs) arising from or as a result of the death of any
person or any accident, injury, loss or damage whatsoever caused to any person or to the
property of any person which shall occur on the Site and which shall be caused by any acts
done thereon or any errors or omissions of the Redeveloper or its officers, directors, agents,
servants, employees or contractors. The Redeveloper shall not be responsible for (and such
indemnity shall not apply to) any acts, errors or omissions of the Agency or the City, or their
respective officers, directors, agents, servants, employees or contractors.
4.5 Anti - Discrimination During Construction. The Redeveloper for itself
and its successors and assigns agrees that in the construction of the improvements on the Site,
the Redeveloper shall not discriminate against any employee or applicant for employment
because of sex, marital status, race, color, religion, creed, national origin, or ancestry, and
that the Redeveloper shall comply with all applicable local, state and federal fair employment
laws and regulations.
4.6 Rights of Access. Representatives of the Agency and the City shall have
the reasonable right of access to the Site or portions thereof under the control of the
Redeveloper without charge, at normal construction hours during the period of construction for
the purpose of inspecting the work being performed in constructing the improvements. Such
representatives of the Agency or the City shall be those who are so identified in writing by the
Executive Director of the Agency. The Agency shall indemnify and hold the Redeveloper
DDAU- 16 \G190 \048
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harmless from any claims or liabilities arising out of activities attributable to the Agency
representatives present at the Site pursuant to this Section.
4.7 Certificate of Completion. Promptly after completion of the
construction and development to be completed by the Redeveloper on the Site or any legally
subdivided parcel thereof, the Agency at its own expense shall furnish the Redeveloper with a
Certificate of Completion, in the form attached and incorporated herein as Exhibit "G ", on
written request therefor by the Redeveloper. Such Certificate of Completion shall be in such
form as to permit it to be recorded in the Office of the Recorder of Riverside County.
Each Certificate of Completion shall be, and shall so state, conclusive
determination of satisfactory completion of the construction required by this Agreement on the
Site or any legally subdivided parcel thereof and of full compliance with the terms of this
Agreement relating to commencement and completion of construction on the Site or any
legally subdivided parcel thereof and of full compliance with the terms of this Agreement
relating to commencement and completion of construction on the Site or any legally subdivided
parcel thereof. After the issuance of such Certificate of Completion, any parry then owning or
thereafter purchasing, leasing or otherwise acquiring any interest in the Site or any legally
subdivided parcel thereof shall not (because of such ownership, purchase, lease or acquisition)
incur any obligation or liability under this Agreement with respect to the commencement and
completion of construction for which such Certificate of Completion is issued, except that such
parry shall be bound by the covenants contained in Section 5. of this Agreement and the Grant
Deed to the Site. Except as otherwise provided herein, after the issuance of a Certificate of
Completion for the Site or any legally subdivided parcel thereof, neither the Agency, the City
nor any other person shall have any rights, remedies or controls with respect to the Site or any
legally subdivided parcel thereof that it would otherwise have or be entitled to exercise under
this Agreement as a result of a default in or breach of any provision of this Agreement relating
to the commencement or completion of construction on the Site or any legally subdivided
parcel thereof, and the respective rights and obligations of the parties with reference to the Site
or any legally subdivided parcel thereof shall be as set forth in Section 5. of this Agreement
and the Grant Deed to the Site.
The Agency shall not unreasonably withhold or delay the issuance of any
Certificate of Completion. If the Agency refuses or fails to furnish a Certificate of
Completion after written request from the Redeveloper, the Agency shall, within 15 days after
such written request, provide the Redeveloper with a written statement of the reasons the
Agency refused or failed to furnish a Certificate of Completion. The Statement shall also
contain the Agency's opinion of the action the Redeveloper must take to obtain a Certificate of
Completion. If the reason for such refusal is confined to the immediate availability of specific
minor finish items or materials, the Agency shall issue its Certificate of Completion on the
posting of a bond by the Redeveloper with the Agency in an amount representing the fair value
of the work not yet completed. If the Agency shall have failed to provide such written
statement within said 15 day period, the Redeveloper shall be deemed entitled to the Certificate
of Completion, and the Agency shall issue the same within 5 days after the Redeveloper makes
a demand therefor.
Such Certificate of Completion shall not constitute notice of completion as
referred to in the California Civil Code Section 3093.
7 DDAR- 16 \G190 \048
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4.8 Estoppel Certificate.
On request of the Redeveloper, the Agency, to the extent permitted by law,
shall initiate and pursue for final consideration, and shall use its best efforts to cause the City
to initiate and pursue for final consideration, at the earliest practicable date, all actions and
proceedings within their respective jurisdiction which may be necessary or desirable for
commencement or completion of construction of the improvements on the Site, the occupancy
of the improvements on the Site.
At the request of the Redeveloper, the Agency shall, within 10 days, certify in
writing that, to the best of its knowledge, (a) this Agreement is in full force and effect and is a
binding obligation of the certifying parry, (b) this Agreement has not been amended or
modified, except as is expressly provided in such estoppel certificate and (c) no default in the
performance of the requesting parry pursuant to this Agreement exists, except as is expressly
provided in such estoppel certificate.
Use and Maintenance Restrictions.
5.1 Uses. The Redeveloper covenants and agrees for itself, its successors
and its assigns, that during construction and thereafter the Redeveloper, its successors and
assigns, shall devote the Site to the uses contemplated by, specified in or authorized or allowed
by the General Commercial land use designation of the City, any permits for the Site, this
Agreement, the Grant Deed for the Site, and the Redevelopment Plan.
5.2 Maintenance of the Site. The Redeveloper, its successors and assigns
shall maintain the Site and the improvements on the Site in good condition.
5.3 Obligation to Refrain from Discrimination. The Redeveloper covenants
and agrees for itself, its successors and its assigns, that there shall be no discrimination against
or segregation of any person or group of persons on account of race, color, creed, religion,
sex, marital status, ancestry or national origin in the sale, lease, sublease, transfer, use,
occupancy, tenure or enjoyment of the Site.
5.4 Form of Nondiscrimination and Nonsegregation Clause. The Re-
developer shall refrain from restricting the rental, sale or lease of the Site on the basis of race,
color, creed, religion, sex, marital status, ancestry or national origin of any person. To that
end, all deeds, leases or contracts shall contain or be subject to substantially the following
nondiscrimination or nonsegregation clauses:
1. In deeds: "The grantee herein covenants by and for himself, his
heirs, executors, and assigns, and all person claiming under or through them, that there shall
be no discrimination against or segregation of any person or group of persons on account of
race, color, creed, religion, sex, marital status, ancestry or national origin in the sale, lease,
sublease, transfer, use, occupancy, tenure or enjoyment of the land herein conveyed, nor shall
the grantee himself, or any persons claiming under or through him, establish or permit any
such practice or practices of discrimination or segregation with reference to the selection,
location, number, use or occupancy of tenants, lessees, subtenants, sublessees or vendees in
the land herein conveyed. The foregoing covenants shall run with the land."
2. In leases: "The lessee herein covenants by and for himself, his
heirs, executors, administrators and assigns, and all persons claiming under or through him,
and this lease is made and accepted on and subject to the following conditions:
r
DDA\2- 16 \G190 \048
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PAnF
That there shall be no discrimination against or segregation of
any person or group of persons on account of race, color, creed, religion, sex, marital status,
ancestry or national origin in the leasing, subleasing, transferring, use, occupancy, tenure or
enjoyment of the land herein leased nor shall the lessee himself, or nay person claiming under
or through him, establish or permit any such practice or practices of discrimination or
segregation with reference to the selection, location, number, use or occupancy of tenants,
lessees, sublessees, subtenants or vendees in the land herein leased."
3. In contracts: "There shall be no discrimination against or
segregation of any persons or group of persons on account of race, color, creed, religion, sex,
marital status, ancestry or national origin in the sale, lease, transfer, use, occupancy, tenure or
enjoyment of the land, nor shall the .transferee himself, or any person claiming under or
through him, establish or permit any such practice or practices of discrimination or segregation
with reference to the selection, location, number, use or occupancy of tenants, lessees,
subtenants, sublessees or vendees of the land."
The foregoing covenants shall run with the land and shall remain in
effect in perpetuity.
5.5 Effect and Duration of Covenants. Except as may be otherwise provided
in this Agreement, the covenants contained in this Agreement and the Grant Deed for the Site
shall remain in effect until the expiration date of the Redevelopment Plan or any extension
thereof. The covenants against discrimination shall remain in effect in perpetuity. The
covenants established in this Agreement and the Grant Deed shall, without regard to technical
classification and designation, be binding for the benefit and in favor of the Agency and the
City and their respective successors and assigns and any successor in interest to the Site or any
part thereof.
The Agency and the City are deemed the beneficiaries of the terms and
provisions of this Agreement and of the covenants running with the land for and in their own
right and for the purpose of protecting the interests of the community and other parties, public
or private, in whose favor and for whose benefit this Agreement and the covenants running
with the land have been provided. This Agreement and such covenants shall run in favor of
the Agency without regard to whether the Agency has been, remains or is an owner of any
land in the Project Area. The Agency shall have the right, if the Agreement or such covenants
are breached, to exercise all rights and remedies and to maintain any actions or suits at law or
in equity or other proper proceedings to enforce the curing of such breaches to which it or any
other beneficiaries of this Agreement and covenants may be entitled. Notwithstanding the
foregoing, after any conveyance of the Site or any legally subdivided parcel thereof by the
Redeveloper, the Redeveloper shall not longer be liable for the performance of the foregoing
covenants.
Defaults. Remedies and Termination.
6.1 Legal Actions.
6.1.1 Institution of Legal Actions. All legal or equitable actions
brought under or with respect to this Agreement shall be instituted in the Superior Court of the
County of Riverside, State of California, in any other appropriate court in that County, or in
the Federal District Court in the Central District of California, at the election of the
Redeveloper.
9 DDA\2- 16 \G19M48
6.1.2 applicable Law. The laws of the State of California shall govern
the interpretation and enforcement of this Agreement.
6.1.3 Rights and Remedies. The rights and remedies of the parties
shall be limited to the remedies set forth in this Section 6. Except as otherwise expressly
provided for in this Agreement, neither the Agency nor the Redeveloper shall have the right to
terminate this Agreement.
6.2 SDecial Remedies and Rights. The following are special optional
remedies and rights of the parties.
6.2.1 Remedies of the Redeveloper. The Redeveloper at its option may
pursue the remedy of specific performance against the Agency, pursue a claim for damages
against the Agency or terminate this Agreement if the Agency defaults and fails to perform any
term or provision of this Agreement in the manner required by this Agreement, and within the
time established therefor in this Agreement, and any such failure is not cured within 15 days
after written demand by the Redeveloper. In the event of any termination pursuant to this
Section, neither the Agency nor the Redeveloper shall have any further rights against or
liability to the other under this Agreement or under the Note and any other funds deposited in
escrow or loaned to the Agency shall be returned to the Redeveloper as provided in this
Agreement.
6.2.2 Remedies of the Agency. The Agency at its option may
terminate this Agreement if the Redeveloper does not advance all funds and deposits required
by this Agreement on or before the Closing Date (as the same may be extended) and such
breach is not cured within 15 days after the date of written demand therefor by the Agency. In
the event of any such termination pursuant to this Section, neither the Agency nor the
Redeveloper shall have any further rights against or liability to the other under this Agreement,
and the Agency shall have no obligation to make payments under the Note.
6.2.3 Right of Termination on Failure of Condition. If any condition
of the close of Escrow for the benefit of either the Agency or the Redeveloper, fails to occur
(except where such failure results from the willful act or omission of the party benefttted by
such condition), then the parry for whose benefit such condition exists may terminate this
Agreement. In the event of any termination pursuant to this Section, neither the Agency nor
the Redeveloper shall have any further rights against or liability to the other under this
Agreement or under the Note.
General Provisions.
7.1 Notices Demands and Communications Between the Parties. Formal
notices, demands and communications between the Agency and the Redeveloper shall be
sufficiently given if dispatched by registered or certified mail, postage prepaid, return receipt
requested, or by overnight mail delivery service, to the principal offices of the Agency and the
Redeveloper as set forth in Section 2. above. Such written notices, demands and
communications may be sent in the same manner to such other addresses as either party may
from time to time designate by mail. Such notices, demands and communications shall be
deemed given on receipt or rejection.
7.2 Inspection of Books and Records. Until the earlier of (a) payment in full
to the Redeveloper of the payments which the Agency is obligated to pay to the Redeveloper
under the Note or (b) termination of the Agency's obligation to pay any remaining payments to
10 DDA\2- 16 \GIW \048
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the Redeveloper under the Note, the Redeveloper shall have the right at all reasonable times to
inspect and copy the books and records of the Agency with respect to Sales Tax Revenue based
on sales at or from the Shopping Center, as is reasonably necessary for the Redeveloper to
enforce its rights under this Agreement.
7.3 Real Estate Commissions. The Agency and the Redeveloper each
represent to the other that it has engaged no broker, agent, or finder in connection with this
transaction. The Agency and the Redeveloper shall each indemnify the other, for any claims
for real estate commissions, brokers' fees or finders' fees which are alleged to be due as a
result of the acts of the indemnifying party.
8. Special Provisions.
8.1 AARDrovals. On the request of the Redeveloper, the Agency, to the
extent permitted by law, agrees to initiate and pursue for final consideration, and agrees to use
its best efforts to cause the City to initiate and pursue for final consideration, at the earliest
practicable date, all actions and proceedings within their respective jurisdiction which may be
necessary or desirable for commencement or completion of construction of the Store on the
Site or the occupancy of the Store on the Site.
8.2 Amendment of Redevelopment Plan. Pursuant to provisions of the
Redevelopment Plan for modification or amendment thereof, the Agency agrees that no
amendment which changes the uses or development permitted on the Site or changes the
restrictions or controls that apply to the Site or otherwise affects the Site shall be made or
become effective without the prior written consent of the Redeveloper. Amendments to the
Redevelopment Plan applying to other property in the Project Area shall not require the
consent of the Redeveloper.
8.3 Entire Agreement. Waivers and Amendments. This Agreement is
executed in 3 duplicate originals, each of which is deemed to be an original.
This Agreement integrates all of the tetras and conditions mentioned herein or
incidental hereto, and supersedes all negotiations or previous agreements between the parties
with respect to all or any portion of the subject matter hereof.
All waivers of the provisions of this Agreement shall be in writing and signed
by the appropriate authorities of the Agency and the Redeveloper, and all amendments hereto
shall be in writing and signed by the appropriate authorities of the Agency and the
Redeveloper.
8.4 Recordation. Although this Agreement shall not be recorded, the
Agency and the Redeveloper shall make, execute and record in the land records in the Office
of the County Recorder for Riverside County, a Memorandum of this Agreement.
8.5 Legal Challenge. The Agency shall defend against any legal or equitable
challenge to, or attempt to overturn or nullify by initiative or referendum, this Agreement, the
Deed, the Note and /or the sales and use tax ordinances to be adopted by the Agency and the
City as provided for herein. Neither the Agency nor the Redeveloper shall bring or cause to
be brought any action to determine the validity of this Agreement or any other agreement
between the Agency and the Redeveloper that pertains to the Site.
11 DDA\2- 16 \G190 \048
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8.6 Time for Acceptance of Agreement by the Agency. This Agreement,
when executed by the Redeveloper and delivered to the Agency, shall be authorized, executed
and delivered by the Agency no later than January 29, 1993 or this Agreement shall be void,
except to the extent that the Redeveloper shall consent in writing to further extensions of time
for the authorization, execution, and delivery of this Agreement. The effective date of this
Agreement shall be the date when this Agreement has been executed by the Agency.
Dated:
ATTEST
Secretary
Dated:
AGENCY
LAKE ELSINORE REDEVELOPMENT
AGENCY
LE
REDEVELOPER
WAL -MART STORES, INC., a Delaware
corporation
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12
DDA\2- 16 \G190 \048
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[To Follow]
EXHIBIT "A"
REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
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REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
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Legal Description of the Site
All that real property located in the City of Lake Elsinore
described as follows:
[To Follow]
EXH BIT "B"
REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
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Orde: No: 89241:4 •15 • •
DESCRIPTION
1
PARCEL 1: 063 -140 -009, 035, 036, 039)
THAT PC'RI1CN OF :'F• SOU- : -HtAS: CUE QUARTER CF SECTICN 9, TOWNSHIP 6 SOUTH, RANGE 4
WEST, SA.1 SL ?-NARC :NC !:ERIDIA':, AS SHO'%I:i BY UNITED STATES GOVERNMENT SUR -ay
APPRJ EO AU;i J5T 25, :680 AND THOSE 'e ORT:)N.; OF THE FOLLOWING:
S. A. J.:FWAFTS ADDITION TO ZLSINC?- FS SHC > ::I BY HAP ON FILE IN BOOK 2, PAGE 102 OF
MAPS, SAN DIEGO COUNTY RECOR_SI TOGETHER WITH ALL VACATED STREET.; AND ALLEYS
INCLUDED THEREIN; J. W. CLAYTON'S FIRST ADO:TION TO ELSINORE AS SHOWN BY MAP ON
FILE :.I BO,:'X 2, PAGE 191 OF : -75, SAN DIEGO COUNTY RECORDS; TOGETHER WITH ALL
:'ACATED S :BEETS AN: ALLE -S THEREIN; AND HEALD'S FIRST ADDITION TO
ELS :t "ORE RS SHCWN B'_' !6AP ON F:LE :N BOOK PAGE 2'05 OF MAPS, SAN DIEGO COUNTY
P.ECOR05; TOGETHLR 'TH ALL VAC! +:ED STREETS ;.at ALLEYS INCLUDED THEREIN; INCLUDED
WITHIN THE SAID SOUTHEAST ONE QC -ARISE DF SAID SECTICN, RECORDS OF SAID COUNTY
LYINZ W::H:N THT F,iLLOVJI IG L:::ES:
COYYSNC:NG AT THE COR ::ER OF SAID 3EC:ION 9 MARKED WITH A TWO INCH
IRON c /PEI THENCE A:.CI13 ^Y.b EASTERLY L:NE OF 6;.ID SECTION, NORTH 0 DEGREES 11' 00"
WEST 203.64 FEET TO A WON-TANGEN7 CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIUS
OF 2540.00 FEET FROM A TANGENT BEARING NORTH 27 DEGREES 51' 2S" WEST SAID POINT
BEING THE TRUE POINT OF BEGINN:NG; THENCE NORTHWESTERLY ALONG SAID CURVE THROUGH
AN ANGLE OF 1G LiGAEES 36' 31." A ^ISTANC7E OF 4 70.30 FEET; THENCE NORTH 39 DEGREES
27' 56" WEST 943.81 FEET TC A TANGENT CURVE TO THE RIGHT HAVING A RADIUS OF
1960.00 FEETI THENCE t,CRTF.'WLSTEP.LY ALONG SAID CURVE THROUGH AN ANGLE OF 6 DEGREES
27' 56" A D:STANCE OF 221.18 FEET; THENCE NORTH 32 DEGREES 00' 00' WEST 661.25
FEET TO A TAti.'ENT CURVE TO THE RIGHT HAVING A RADIUS OF 96D.00 Fa8TI THENCE
NORTHWESTERLY ALONG SAID CURVS THROUGH AN ANGLE OF 16 DEGREES 30' 00° A DISTANCE
OF 276..6 FEET; THENCE NORTH 13 DEGP.EES 3C 00" WEST 197.51 FEET TO A TANGENT
CURVE :0 "HE LEE: HAV :IIG A RAOILS ^F 540.00 FEET; THENCE NORTHWESTERLY ALONG SAID
C:R ;E THROUGH AN ANGLE OF 2: O=GRE =i :9' 22" A DISTANCE OF 191.54 FEET; THENCE
NORTH. 12 DEGREES 41' 14" EAST :0.:3 FEET TO THE NORTH LINE OF THE SOUTHEAST
QL'A ?TEA DT SA:D SECTION 9, _HENCE ALDNO THE NORTH LINE OF SAID SOUTHEAST QUARTER
SOUTH 69 :•E.REES 51' OC- EAST TO THE :N- ERSECT:ON OF SAID NORTH LINE WITH THE
SO-THWES: LINE OF RAILROAD CA,ZNYON ROAD, 60 FEET IN WIDTH, AS SAID RAILROAD CANYON
ROAD IS SHCWN ON A MAP NO. 3:X, III THE OFFICE Oa THE RIVERSIDE COUNTY SURVEYOR,
THENCE SGUTHEASTE ?_Y ALONG SAID SO- 'THWLST LINE OF RA :LROAD CANYON ROAD TO THE EAST
LIt:E Or S:C :IOt: 9; ::iE :ICE SDUTK ALONG SAID LAS: L::E TO THE POINT OF BEGINNING.
EX :EFT2:;3 THAT POR -:OF LYING SOUTH Cr :'HE CENTERLINE OF RAILROAD AVENUE AS SHOWN
0;4 THE 5'AF OF REAL „S FIRST ;.XDIT:CN TO ELS:NCRB.
PXPCEL 21
T)'.A'. FD =7;0I OF THE so- �THEAS: Q.Jm, -.ZF OF SECT:ON 9, TOWNSHIP 6 SOUTH, RANGE 4
WEST, SAN bER`7.4 ?DITTO MERIDIAN, LESC'P:EE AS FOLLOWS:
CO:+KENC:N3 AT THL CEN-EP. OF SAID SECTION S LURKED BY A 2 -INCH IRON PIPE; THENCE
ALOAJ THE t:CRTH LINE OF SAID SOUTr:EAS: QUAR :EP. OF SECTICN 9 SOUTH 89 DEGREES 51'
00” EAST 1:74.62 FEiI; THENCE SCU'.H 12 DEGREES 41' 14' WEST 10.03 FEET TO A
NON- TAP'GEGT :.URVE CONCAVE SOUTNWES -LRLY AND HAVING A RADIUS OF S40 FEETI THENCE
EXHIBIT "B"
REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
F
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DESCRIPTION
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SOUTHEASTE ?.L'1 ALONG SAID CURVE THROUGH AN ANGLE OF 20 DEGREES 19' 22" A DISTANCE
OF 191.54 FEET; THENCE SOUTH. 15 DEGREES 30' 00" EAST 179.43 FEET! THENCE SOUTH 74
DEGREES 30' 00" WEST 70.CC 7TET TO THE PO:N= OF BEGINNINGS THE14CE NORTH 15 DEGREES
3C' 00" WEST 113.43 FEE: TO A TANGENT CCRVE C0:7CAVE SOUTHWESTERLY AND HAVING A
M:t;S OF 470 F?.E7; THENCE VOP.THWESTERLY ALONG SAID CURVE THROUGH All ANGLE OF 16
DEG..REES 36' 14" A DISTANCE OF :52.61 FEET; THENCE IICRTH 74 DEGREES O1' 19" WEST
30.64 FEET TO COUPSE "A" BEING A HC \- TANGENT CURVE CONCAVE SOUTHEASTERLY AND
HAVING A RADI75 O? 695 FEE ; THZ!! -Z SOUTHWESTERLY ALONG SAID COURSE "A" THROUGH AN
ANGLE OF 8 DEGREES 40' 36" A DISTANCE OF 105.25 FEET TO COURSE "8 "0 THENCE ALONG
COURSE "e•' SOUTH 31 DEGREES 44' 58" FAST 307.58 FEET; THENCE NORTH 58 DEGREES 15'
02" EAST 50.CO FEE: TO THE POINT OF BEGINNING-
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PURCHASE AGREEMENT
EXHIBIT fic"
REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
This Agreement is dated as of the 42 day of Jaric, 192a between OaR
GROWN NQUITINS, a California limited partnership (-Seller-), and wAL -MART
STORRS, INC., a Delaware corporation ('Mal - Mart•),
M I T N R S S E T
1. Sale and Purchase. Seller shall eell and Nuyer •hall purchase,
subject to the terns and conditions herein, an approximately 13.58 acre tract
of land (the - Property), more particularly described in Exhibit A attac Red
hereto and made a part hereof located in or near the City of Lake tleinors,
Riverside County, California. Seller warrants that it owns, or controls with
A contract to purchase, the Property, subject to the matters set forth in the
Preliminary Title Report attached hereto as Exhibit A.
2. Purchase Price. The purchase price, subject to the provisions of
Paragraph a contained herein, for the Property shall be Two Million Mine
Hundred fifty Seven Thousand, Seven Hundred TWnty -Pour and no/100 Dollars
(S2,937,72e) computed at five and no /100 Dollars ($3.00) per square foot (the
-purchase Price-) payable as follwu
(y Five Thousand and se /100 Dollars (55,000.00) paid
contemporaneously with the esecution by Mal -Mart of this
Agreement to a mutually acceptable title company (the
-escrow-) to be held in an interest bearing escrw, account
(the -Deposit-) with interest accruing to Mal -Mart.l and
(b) The balance of Two Million Nine Hundred fifty -Two Thousand
Seven Hundred Twenty -Four and no /100 dollars (52,952,724.00)
paid on the date of the closing of this "ale (the -Closing-)
by certified check or federal wire transfer.
2. ■scrw. Mal -Mart and Seller shall deliver signed instructions to
Chicago Title Insurance Company, (the -Escrow-) as escrow holder, within
twenty (20) calendar days of both parties execution of this Agreement which
shall provide for closing an provided herein. Escrow fees shall be subject to
the review and approval 01 Mal -Mart and Seller, and then shall be shared in
the manner provided herein. The -Close of Socrow• or the *Closing' shall be
the date Seller'■ grant deed is recorded. Concurrently with Seller's
execution of the escrow instructions, slier shall exec'Re a grant de 'd to
convey title of the Property to Ruyer, and Sorrow shall hold said deal intil
.... Clcsa of Eec[ow. ft, .. r__posos, the date of the *opening of escrow"
shall be the date of this Agreement. In the event of any inconsistency
between the escrow instructions and this kgreement, this Agreement Shall
control, notwithstanding the fact that either party may have intentionally or
inadvertently executed such Inconsistent instructions.
a. Survey. Val -Marc, within twenty (20) day" from the tffective date
of this Agreement, shall order a certified ALTA boundary line and topographic
survey of the Property. Val -Mart shall pay for both surveys and Seller agrees
to reimburse Mal -Mart at the Closing for the cost of the certified AL-A
EXHIBIT "C"
REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
x.
S
boundary line survey. Said survey@ •hall (11 be prepared by a registered land
surveyor pursuant to the instructions attached hereto as exhibit S, and (iii
contain an accurate legal description. If the survey reveals that the actual
area is more or loan than the approximation shown above, the Purchase Price to
be paid hereunder •hall be adjusted accordingly.
S. Title Ineurenre. Wal -Mart, within ten (10) days of the data on
which it receives a satisfactory Survey as provided in Section a hereof, shall
order a standard form ALTA Owner'• Title Commitant Policy (the •COmmst.v t')
covering the Property and issued by a National Title Insurance Company
licensed to do business in the state of California mutually agreed upon by the
parties hereto (-Title Company•), together with copies of all inetr_nents, if
any, referred to in the Commitment as eeeeptian* to title. The Commitment
•hall also contain the Title Company'• commitment to issue Such California
Land Title Association endorsements (•CLTA endorsements•) to the title Policy
as Wal -Mart or its lender shall require. Within thirty (10) days of receipt
of the Commitment, together with copies of all documents constituting
exceptions to title and survey, Wal -Mart shall give "ties in writing to
Seller of any defects in or objections to the title an so evidenced. Seller
@hall, within forty -five (aS) days of receipt of said notice, ar such time as
may be extended by Wal -Mart, exert its best efforts to clear the title of the
defects and objections &$ specified. Failure to exert such effort to clear
the title of defects and objections within the forty -five (45) days, or Such
time as may be extended by Wal -Mart, shall constitute a default on the part of
the Seller and be subject to the provisions of Paragraph 10 contained herein.
Val -Mart *hall give notice in writing to Seller of thus 'Permitted
Exception*' that are acceptable to Val -Mart. Seller, however, shall not be
required to expand mete than Twenty Thousand and no /100 Dollars (530,000.00)
to clear the title of any "fact, except that all =notary limn@, mortgages
And assessments must be satisfied or paid an or before the Closing.
S. T1tL and Deed. At the Closing, Seller shall convey to Wal -Mart,
marketable title to the Property, free and clear of any and all encumbrances,
which arm unacceptable to Val -Mart at which provide for a forfeiture of the
title to the Property or which prohibit or restrict the erection of the
necessary structures or facilities for, or the operation of a Wal -Mart Store
on the Property. These exceptions which are acceptable to Val -Mart sha11 be
referred to as •Femitted Exceptions-. At the Closing, Wal -Mart sham also be
able to obtain, at Seller's expense, a standard fore ALTA Owner's Title
Insurance Policy (the - Policy -) issued by the Title Company, insuring
marketable title to Wal -Mart in the full amount of the Purrh&$v Price .ncl
containing no exceptions or ccoeiticns other than the Permitted Exceptions,
and containing the CLTA Endorsements which Mal -Hart or Its lender Shall
require.
7. Condemnation. If, prior to the Closing, all or any part of the
Property shall be condemned by governmental or Other lawful authority, Wal-
Mart shall have the option of (a) completing the purchase, in which event all
condemnation proceeds or claims thereof shall be &$Signed to Nal -Mart, or (b)
cancelling this Agreement, in which event the Deposit shall be returned to
Pu hft'01M1d11
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AUEtOA ITEM NO. "4
PAGE 33 a-
Mal -Mart and this Agreement shall be terminated with neither party having any
rights against the other.
a. Taxes and Auuemenc •. Real property taxes, water rates and sewer
charges and rants, if any. Shall be prorated and adjusted on the basis of
thirty (30) days to seen month, Seller to have the last day, to the data of
Closing. Taxes for all prior years shall be paid by Seller. If the Closing
Shall occur before the tax rate is fired for the then - currant year, the
apportionment of teas Shall be upon the basis of the tax rate for the
preceding year applied to the latest &@&@good valuation, with the proration to
be adjusted between the parties based on actual tunes for the year in which
Closing occurs at the time such actual taxes are determined. txcept as
provided for in Section S. of Exhibit C attached hereto, assessments and
bonds, either general or special, for improvements completed prior to the date
Of Closing, or other governmental charges, whether matured or unmatured, shall
be paid in full by Seller. Furthermore, the Seller shall cause to be
empleted the Real Property Tax Guidelines for Yal -Naze Built Stores attached
hereto as Exhibit a and upon completion will forward to the Real Estate
Manager. Except as provided for in Section S of Exhibit C attached hereto,
Seller hereby agrees to pay, reimeurse, indemnify, defend and hold meal -Mart
harmless from any supplemental aseesements, or taxes or assessments, and any
late charges or penalties associated therewith, levies by the t@&inq
authorities after the close of Escrow attributable to tact* or circumstances
arising before the close Of bcrw, or otherwise excepted from coverage under
the Title Policy.
9. Transfer and !alas Tax@&. The expense and cost of all federal,
state and local documentary or revenue stamps, transfer, sales and other
taxes, it any, relating to the sale at the Property shall be paid by Seller on
the date of Closing. Both parties agree to execute any tax returns required
to be filed In connection with any such taxes.
10. Time of the l000naa /Defaults /Rem dies. Time is of the essence of
this Agreement and failure to amply with this provision shall be a material
breach of this Agreement. If the Escrow falls to close an provided herein,
Mil -Mart or Seller may at any time thereafter pits written notice to the
escrow holder to cancel the Escrow, and return all money and documents in
Escrow to their respective depositors. The sacra, holder shall comply with
such notice without further consent from any other party to the Escrow or from
any broker involved in the transaction. Cancellation of Escrow as provided
herein shall be without prejudice to whatever legal rights Mal -Mart and Seller
may have against each other.
A. D@faul. L. __c. IF MAL -MART FAILS TO COMYLETT SAID
PURCHASE AS HEREIN PROVIDED BY REASON OF ANY DEFAULT BY MIS -MART, SELLER SMALL
BE RELEASED FROM OBLIGATION TO SELL THE PROPERTY TO MAL -MART, BUT SELLER, By
INITIALLING THIS PARAGRAPH, SHALL HAVE RELEASED MAL -NART FROM ANY CLAIMS OR
CAUSES OF ACTION ARISING OUT OF SUCH DEFAULT, AND SELLER SHALL HAVE AGREED
THAT SELLER SMALL RETAIN THE 'DEPOSIT' AS LIQUIDATED DAMAGES, AND THAT SUCH
RETENTION SHALL BE SELLER'S SOLE REMEDY AGAINST HAL -HART IN REGARD TO SUCH
DEFAULT. THE PARTIES HERETO HAVE CONSIDERED THE AMOUNT Of DAMAGES WHICH
SELLER IS LIKELY TO INCUR IN THE EVENT OF A DEFAULT OR BREACH HEREUNDER By
HuwWusHVtal
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MAL -KART, AND THE PARTIES HERETO HAVE AGREED THAT THE DEPOSIT IS A REASONABLE
APPROXIMATION AND LIQUIDATION OF SELLER'S POTENTIAL DAMAGES. CONSIDERING AIL
OF THE CIRCUMSTANCES EXISTING ON THE DATE Or THIS AGREEMENT, INCLUDING TKE
RELATIONSHIP OP THE SUM TO THE RANGE Of HAM TO SELLER THAT REASONABLY COULD
BE ANTICIPATED AND THE ANTICIPATION THAT PROOF OF ACTUAL DAMAGES MOULD BE
COSTLY OR INCONVENIENT. THE RECEIPT AND RETENTION OF SUCH AMOUNT BY SELLER IS
INTENDED TO CONSTITUTE THE LIQUIDATED DAMAGES TO SELLER PURSUANT TO THE
CALIFORNIA CIVIL CODE. AND SMALL NOT BE DEEMED TO CONSTITUTE A FORFEITURE OR
PENALTY WITHIN THE MEANING OF THE CALIFORNIA CIVIL GODS, OR ANY SIMILAR
PROVISION. SAID AMOUNT OF LIQUIDATED DAMAGES SHALL BE IN LIEU OF ANY OTHER
REMEDIES, DAMAGES OR SUMS OUR OR PAYABLE TO SELLER. IN PLACING THEIR INIr -, KLs
AT THE PLACES PROVIDED, EACH PARTY SPECIFICALLY CONFIRMS THE ACCURACY OF THE
STATEMENTS MADE ABOVE.
VAL -MART SILLBR
a. Default by Seller. If Seller fail@ or refuses to comply
fully with the terms of this Agreement, because of failure to clear title as
outlined in Paragraph S contained herein to Property or for any other cause
wal -Marc eey, at its option, exercise every right and remedy available at law
and in equity under California law, including but not limited to the right to:
(1) rescind this Agreement and recover from Escrow Or Seller the Deposit, as
well as any and all reasonable expenses, not to exceed 810,000.00, paid or
Incurred by Mal -Mart in so mection with this Agreement, (ii) proceed with this
Agreement and take the Property as is, subject to the qualification below.
(Ili) record a His yeadens and enforce Mal -Mart'• right to specific
performance and related Injunctive relief, or (iv) select another location for
Mal- Mart's store, and bring am action for its actual and consequential
damages. Seller acknowledges that it Mal -Mart Seeks specific performance of
this Agreement, W1 -Mart mall be entitled to an order by the court enforcing
this Section, without any need to make a showing that the Property is unique,
or that its damages are liquidated and not speculative, or no other remedies
are practical, available, effective or adequate. Seller acknowledges that if
Mal -Mart seeks injunctive relief, the same may be fashioned in a mandatory or
prohibitive manner, and Seller hereby waives any right, at law or in equity,
to demand the posting of a bond or other security by Mal -Kart as condition to
the continuation of record, of any lie pandens which it may tile,.
11. Eicht of Intro. At any time prior to the Closing, and at +al-
Ma -t'a sole expense, Mal -M-tt j. . <horised agents shall have the right to
enter upon the Property for any lawful purpose, including without limitation
making such surveys and @Its analyesa, test borings and engineering studies
and to erect such signs as Mal -Mart may does necessary. Mal -Mart shall
Indemnify and hold Seller harmleSS from and against any and all claims and
Liana arising out of any act or failure to sett of Mal -Mart or its authorised
agents es a result of their respective activities on the Property.
11. arokerace Fes@. Both parties represent that no broker is involved
In this Agreement, except for Grubb a Ellis Realty which shall be paid a
sy,say,G MaDa1
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ACENDA 17'r,
FAGc._ ,C Z.l,�
comaiesicn upon the close of escrow by Seller in accordance with the tame of
a separate agreement, and each party agrees to indemnify the other against
brokerage or commission Claire arising out of the indemnifying party 'a
actions.
17. Utilleiea. Seller, at the time of Closing, warrants that all
utility aervicee, adequate to wet the needs of Wal -Mart, including water,
gas, electrical, telephone and sanitary and storm sewer are available to the
Property. Seller also warrants that except as disclosed in writing by Seller
to Mal -Mart prior to their execution hereof, no public agency or utility has
imposed any moratorium against Connection to such services, or quantitative or
qualitative limitation on such services in place at the date hereof, or
proposed, pending, likely or necessary, to the knowledge of 5e11er and any of
its design or engineering Consultants with respect to the Property.
la. contincencies and Seller's Warranties.
A. Governmental Aegrgvals Tg Se Obtained Prior T
Closing. This Agreement and Mal -Mart's obligation to close Escrow in
expressly Conditioned on the general plan, any applicable specific plan,
zoning, zone clearance, subdivision map, environmental Clearance, planned
development program or permit, Conditional use permit program, architectural
review process, redevelopment plan, approved traffic study, dwelopment
agreement, redevelopment agreement, subdivision improvement agreement, special
assessment district creation and bond issuance, and other discretionary
approval program of the governmental agencies and owners associations with
Jurisdiction ever the Property (individually and collectively the
- Governmental Approvals -) permitting the use of the Property for business
retail usage in the manner Customarily undertaken by Wal -Mart (the -Wal-Mart
Plan -) and the retail businesses which surround it, and as shown on any
schematic drawings or plans shown by Wal -Mart to Seller, and otherwise
acceptable from Val -Mart's legal, business and economic point -of -view. Seller
agrees that since the Property does cwt have all of the Governmental Approvals
necessary for the Wal -Mart Plan, Seller shall, at its expense and sub7act to
timely receipt of all necessary information from Wal -Mart, apply for or
execute for Mal -Mart and within thirty (00) days of the date hereof, an
application to obtain each and every Governmental Approval for the Wal -Mart
Plan. Seller or Wal -Mart shall pursue the applications and processing to
completion, and shall execute all necessary and appropriate instruments,
provided that Seller sty not execute any application or instrument as an agent
of Mal -Mart (Mal -Mart hereby Coverwnting to timely do the same), but provided
f,irtMr that each representation, Covenant, condition, limitation, exaction,
fee ano design change mandated -by .,.. • wvernmental agencies shall be subject
and Contingent to Wal -Mart's review, approval or disapproval, counter -offer or
counter - Condition, and Wal -Mart shall not be obligated to give any binding or
final approval of any of the sees "lose and until: (1) the totality of the
Governmental Approvals have been reviewed and finally approved in writing (and
by publication of necessary ordinances) by each and every one of the
governmental agencies charged with originally granting the Governmental
Approvals, (111 any ordinances with respect thereto having taken effect, ( ui)
the time has passed for appeal of any such governmental Approvals to any
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AGER0A EM r Q
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PAGE ✓ L OF1L_I
administrative agency and court with appeal jurisdiction Over such
Gaveraental Approvals or appeals in connection therewith, (iv) no notice of
referendum or initiative with respect thereto having been published or
publicized and (v) any appeals or litigation with respect to (iii) or (iv(
have been prosecuted and resolved in a manner which is not subject to remand
to lower courts or governmental agencies, all of the enumerated processes
being the 'Final Approval'.
If the Final Approval has not occurred, and /or all of the Governmental
Approvals have not Wen obtained prior to the date upon which the Closing
would otherwise take place, this Agreement shall, at Mal- Mart's option, either
(a) continua in full force and effect until the same has occurred, ( subject to
the parties hereto agreeing that the same must occur by March 31, 1997 or this
Agreement shall terminate) cc (b) this Agreement shall be of no further force
or effect and Seller shall return to Mal -Mart the Deposit or (c) Mal -Mart
shall waive some or all part of this contingency, (with or without imposition
of further conditions not involving additional dollar expense by Seller) at
wal -Mart's sole and absolute discretion, and proceed with the Closing.
Sellars agrees that his contingency shall W deemed satisfied when wal -Mart is
Able to obtain, from the director of planning or the director of building and
safety in the municipality where the Property is located, an unconditional
letter indicating that wAl -Mart is aw, able to obtain a building permit for
construction of the improvements sham on the wal -Mart Plan.
a, P-mits To Be Obtained by wAl -MArt Prior T. The
Clan iny. This Agreement and Mal -Mart's obligation to close fscrw Is
ezpressly conditioned on Mal -Mart receiving prior to the Close of Sscrow from
all appropriate and applicable private and /or public agencies and entities
including but act limited to applicable regional, county and /or city
authorities and GLTSAMS MY written approvals, permits and licenses as may W
required for the construction of its facilities in the manner of the Mal -Mart
Plan, including utilities, building, parking lots, lights, landscaping, signs,
driveways, and curb -cuts upon the Property and adjacent right -of -way, and for
the construction of any off -site Improvements which wal -Mart is obligated (and
has agreed) to construction (individually and collectively the 'Permits').
wal -hart agrees to apply for and diligently pursue approval of the Permits as
soon as the Final Approval of the Governmental Approvals, provided that each
condition, limitation, enaction, fee and design change mandated by the
gove: mental agencies with respect to said Permits shall W subject and
cont -Agent to wal -Mart's reviw,, approval or disapproval, counter -offar or
ccvnf.er- condition, and Mal -Mart shall not W obligated to give any binding or
final apprc•ra). of any of the same and until' (I) the totality of the
Vomits have been reviewed and finally approved in writing by each and every
one of the governmental agencies charged with originally granting the Permits.
(Li) the time has passed for appeal of the granting or conditioning or
disapproval of any such Permit to any administrative agency and court with
appeal jurisdiction ever such Permits or appeals in connection therewith,
(iii) an notice of development policy change as described in the California
Government Code with respect thereto or with respect to the Governmental
Approvals which would affect the wal -Mart Plan shall have been published, (ivl
h.ckAaIG1904I7
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PAGC32 OF $.L
no notice of referendum or initiative with respect thereto having been
published or publicized and (v) any appeals or litigation* with respect to
(iii) or (iv) have been prosecuted and resolved in a manner which is not
Subject to remand to lover courts or governmental agencies, all of the
enumerated processes being the -final Permit Approval-.
If the Final Permit Approval has not occurred, and /or all of the Permits
have not been obtained prior to the date on which the Closing would otherwi@e
take place, this Agreement shall, At Wal -Mart's Option, either 1&I this
Agreement Shall continue in full fares and effect until the same has occurred,
(subject to the parties hereto agreeing that the same must occur by march 11,
1997 or this Agreement shall terminate) or (b) this Agreement shall be of no
further force or effect, and Seller shall return to Wal -Mart the Deposit, or
(C) Wal -Mart shall waive some or all parts of this contingency, (with or
without imposition of further conditions not involving additional dollar
expense by Seller) at Wal- Mart's mina and absolute discretion, and process
with the Closing. Seller agrses that this Contingency shall be deemed
satisfied when Wal -Mart has, In hand, all of the Permits and the Final Permit
Approval has occurred.
C. Insoectimne and a011• Teets. Wal-Mart have the right, at
Mal -Mart's expense, to @elect licensed enginsere, contractors, and /ox other
Qualified professional(@) to mace •Inspections• (including tests, survey,
other studies, inspections, investigations and interviews of persons familiar
with the Property) concerning the Property, including but not limited to tests
of structures, wells, septic tanks, and underground storage tanks on the
Property, soils, geologic hazards, utility lines and systems, possible
environmental hazards such as asbestos, formaldehyde, radon gas, methane gas,
pesticide residues, oil and gas deposits, and other -Hazardous Materials- as
defined in Paragraph Ia balm. This Agreement is expressly conditioned upon
Inspection results which, in the sale judgement of Mal -Mart, evidence that the
Property is suitable for Mal -Mart's intended use. Mal -Mart shall order the
Inspections within thirty (I0) days of receipt of the Survey, provided for in
Section a hereof. Seller shall deliver to Mal -Mart, within ten (10) day* of
the date hereof, copies of Any reports of similar Inspections of which Seller
is aware, and Seller's delivery of such existing Inspection reports shall be
Seller's representation to Wal -Mart that Seller is not aware of the existents
of any others Wal -Mart shall keep the Property free and clear of any liens,
And repair an, material Physical damages to the Property arising as a result
of such Inspe:tions. Upon receipt of reports of such Inspections, Wal -Mart
shall proepti.- deliver one copy of the same to seller. When such reports
disclose : onditions or inforsecict. ._.actory to Wal -Mart, which Seller a
unable or unwilling to correct at Seller's expense, Wal -Mart may cancel this
Agreement by written notice to Seller.
0. Condition of the Pretirtv. Seller warrants that Seller has no
knowledge of any notice of violations of city, county, State, federal,
building, land use, fire, health, safety, environmental, hazardous materials
or other governmental or public agency codes, ordinances, regulations, or
orders with respect to the Property, mr es to health, safety, environmental,
or hazardous materials codes, ordinancee, regulations or orders relating to
F'
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AGE14DA IiEt�`, NO. 4
7(/
any lands adjacent to the Property. Seller warrants that no litigation is
pending, threatened or likely with respect to the Property, Sellers interest
therein, or which would otherwise inhibit Mal -Mart obtaining clear title to
the Property. Seller also warrants that there are no physical, legal,
economic or political facts, circumstances, problems or governmental actions
with respect to the Property which should be disclosed by Seller or its agents
under California law, or which an owner or developer of a property such as the
Property would want to know in making decisions concerning acquisition and
development of the Property, except thou which have boon disclosed to Wal-
Mart in detail, in writing. The foregoinq warranties shall be true as of the
Glow of Escrow. If, prior to the close of Escrow, Mal -Mart learns that any
of the foregoing warranties or any disclosures by Seller are misleading,
incomplete or otherwise incorrect, Mal -Mart say utilise any of its remedies
provided in thin Agreement.
N, e�.�., St utl L• Zenu /Plead Re :a rd LOes. Unless ctherw Lae
disclosed by Sailer to Mal -Mart in writing prior to the date hereof, Seller
warrants to the best of its knowledge that no portion of the Property, or the
road rights- cf-way las.sdiately adjacent to the Property, (i) arm situated in a
Special Studies :one (as defined in California Public Resources Code Sections
2621 - 2625), or a $order Sam (as defined in California Health and Safety Code
Sections 25117.3 and 25117.1) or in a Special Flood Hazard Areas an set forth
on a Federal Nrrgency Mang ~nt agency (FZMA) Flood Insurance Rata Map, or
Flood Hazard Boundary Map, (ii) are located within 2500' of an earthquake
fault which has been upped in the pluming records of Riverside County or the
city in which the ?"party is located, (1111 was the former site of any public
or private landfill, dumpsite, retention basin or settling pond, (iv) we the
tamer site of any oil or gas drilling operations, or (v) was the site of any
e:yeriawntatien, pzbsa§Lnq, refining, reprocessing, recovery or manufacturing
operation for any petrochsmieale or Rasardous Materials as defined in
Paragraph 26. The foregoinq warranties shall be true an of the close of
Escrow. If, prior to the Close of 36Ctew, Mal -Mart learns that any of the
foregoing warranties or any disclosures by Seller are misleading, incomplete
or otherwise incorrect, Mal -Mart may utilise any of its remedies provided in
this Agreaent.
F. This Agreement and purchase is
wholly contingent upon Mal -Mart being able to obtain approval, from seal- Mart's
Mal Notate Co®ittee, of H!a placeeent of a store on the Property in Lake
IIsinore, California. It is understood that Mal -Mart shall notify Seller
within ninety (90) days alter the date Of this P.graamsnt of the decision of
the Ca ®ittes. If the decision. 1 - this Agreamsnt shall continut in
lull force and effect. If the decision is •no", Seller shall return the
Deposit to Mal -Mart and this Agreemrnt shall terminate and neither party shall
have any further obligations under the terms thereof.
G. Sales Taz Rebate. Seller agrees to assist Mal-eart in attempting
to negotiate and obtain a specific agreasrnt between Mal -Mart and the City of
Lake NSeincre for aoonceic assistance to seal -Mart in the tors Of a sales tax
rebate in the amount of Seven Hundred Thousand and no /100 Dollars
($700,000.00) plus Mal- Mart's proportionate share of (i) the developMent
6
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PAGE O� -_--�"
impact teas paid with respect to the development of the shopping canter within
which the Property is located and (ii) the off -sits improvement Coate wath
respect to the development of the shopping center within which the Property :s
located. The @also tax rebate shall be payable on such terms and conditions
as may be mutually acceptable to Mal -Mart and the City of Lake Zlsinore. :f
Mal -Mart does not finalize the Sale tax rebate described in this Paragraph 14C
by March 21, 1997, Mal- Mart's option, either (a) this Agreement shall cor.<:nue
in full force and affect until the SAMS has occurred, or (b) this Agreement
shall be of no further force and affect, and Seller @hall return to Mal -Mart
the Deposit.
M. Negotiation of Develoovent Aar t. This Agreement and wal-
Mart's obligation to Close escrow hereunder to expressly conditioned upon the
negotiation by Seller and Mal -Mart prior to Closing of a development agreement
acceptable to Seller and Mal -Mart pertaining to the Property and Seller's
Tract as shown on Exhibit A which shall provide that Mal - Mart's proportionate
share of on -site work for the Property based on net usable land area shall not
exceed Pour and no /100 Dollars ($4.00) par square foot of net usable land area
of the Property; and which shall provide that Mal- Mart's share of off -site
work be proportionate based upon not usable land eras of the Property.
15. Notice@. All notice@ and other communications required- or
permitted to Do given hereunder shall be In writing and shall be called by
certified or registered mail, postage prepaid, addressee an follows:
If to Seller; If to Purchaser
Oak Orcva equities Mal -Mart Stores, Inc.
250 Railroad Canyon load, Suits B 702 S. W. 8th Street
Lake •;sines, California 92522 Bentonville, AR 72716
Attn: Craig S. SchlauaLgor Attn; President
16. Closing. The Closing shall take place at a place ant t:ma
mutually agreed upon by the parties, within ten (10) days following the data
upon which all conditions and Contingencies sea forth in Sections 4, 5, 11,
14A, 148, 14C, 14D, 161 and 14P contained herein are satisfied.
17. Closing Costs. Notwithstanding anything to the contrary contained
herein, or in the escrow instructions, the Closing costs shall be paid as
follows:
EEEELM Si!'Tjl
(a) Cost of ALTA boundary survey;
(b) Title insurance examination and premium fur a CLTA policy;
(C) expenses of plocing title In proper condition;
(d) rreparation and Recording of great Deed,
(e) All documentary, stamp and transfer taxes,
(f) One -half (1/2) the as:row fee, if aryl and
(0) Brokerage fee a our11 - -• 'w Paragraph 12 nerain.
By Mal -Mart;
h hAI`01%bO47
(a) Title insurance premium for difference in CLTA policy and
ALTA policy;
(b) Preparation of Mortgage, Deed of Trust or other applicable
financing instruments,
(C) Recording face for financing instrurnta;
(d) One -half (1/2) the escrow tee, if any; and
(a) One -half (1/2) of the coat of the ALTA boundary survey.
9
c-.
F."
f:
16. Time of ruence: Acceptance. Time is expressly declared to be of
the orient• of this Agreement. Seller shall have seven (7) buainue day f_ -cm
the date of receipt of this Agreement to accept and agree to the terma and
conditions herein.
19. Entire Agreement. This Agreement along with a Development
Agreement and Declaration of Covenants, Conditions, Restrictions and
Reciprocal Easements similar to those attached hereto as Exhibit E and Exhibit
f; respectively contain the entire agreement between Seller and seal -Mart, and
there are no other terms, conditions, proosises, undertakings, statements or
reprssestat ions, express or implied, concerning the sale contemplated by th a
Agreement.
20. Headings. The heading* to the Sections hereof have been inserted
for convenience of referents only and shall in no way modify or restrict any
provisions hereof or be used to construe any such provisions.
21. Modifications. The term* of this Agrseownt esy not be amended,
waived or terslnated orally, but only by an instrument in writing signed by
both Seller and Mal -Mart .
22. Successors. This Agreeeent shall inure to the benefit of and bind
the parties hereto and their respective Successors and assigns.
11. tlen- Persian Affidavit. feller agrees to ea*cute, at the Closing,
the Transferor Tom attached hereto as Exhibit D and Yd* a part hereof, in
campllancs with Section 144S of the Internal Revenue Code. It 1* understood
that if there are wltiple Sellers, each Seller Shall execute a Transferor
Pots at the Closing.
24. Rffeetive Date. The Sff*etiv* Date of this Agreement and the
-Opening of S*crov- *hall be the last date on which all parties hereto have
executed this Agresesnt.
2S. Recereina of Mseerandum. The parties agree to execute,
acknowledge and record a eerorandus of this Agreesent, which Mal -Mart
covenants to release of record if It tersinates this Agreement.
26. Additional Warranties by Seller.
(A) Seller hereby represents and warrants to Mal -Mart that the
Property is not contaainated with, nor threatened with contaiination frm
outside sources by, any chanical, seterial or substance to which exposure is
prohibited, United or regulated by any federal, state, county, local or
regional authority or which i• known to pass a hazard to health and safety and
that the Property has never been used for t landfill, dump sits, or storage of
hazardous substances. Seller also agrees (a) to provide Mal -Mart with copies
(r*teiv*d or obtalued by Seller) of any cosmvnications between Seller, or its
tenant*, or th.ir agent* or predecessor. s..w -:,y third parties, including but
not limited to, governmental authorities relative to any Hazardous Material
(as defined below) on, under, in, about, near or affecting the Property, and
(b) that non - disclosure of any such co_unicatien prior to the closing of
locrw, shall be deemed an afflreative representation that no such
communication has been received by Or is known to Seiler, its officers,
employses or agents and (c) that Mal -Mart is hereby granted the right (but not
the obligation) to participate in any proceeding with any governmental agency
or court relative to any Hazardous Materials on, in, under, about, near or
IwvbA#C,1e0447
10
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• _._
:i.aL,c�iJii iTGI',: i�:
PAC-r_LJL
Division 20, Chapter 6.95 as presently existing or hereinafter amended, ttn.
'Hazardous Materials Release Response Plane and Inventory'), (d) defined As a
'Hazardous Substances under the California Health and Safety Cod., Division
20, Chapter 6.7 as presently existing or hereinafter amanded (the 'Underground
Storage of Hazardous Substances Act-), (e) petroleum, (f) Palychloranatad
biphenyl• ('PCs'), (g) Asbestos, (h) listed under Article 9 or defined as
'hazardous' or 'extremely hazardous' pursuant to Article 11 of title 22 of t"
California Administrative Code, Division 4, Chapter 20, and now existing or
hereinafter amended, (i) designated as a 'hazardous substance' pursuant to
Section 107 of the Federal Mater Pollution Control Act (33 V.S.C. j 1317), as
presently existing or hereinafter amended, (J) designated as a 'hazardous
Substance' pursuant to Section 111 of the Clean Water Act, 33 V.S.C. j 1251 at
seq. (33 U.S.C. j 13211, (k) defined as a 'hazardous waste' pursuant to
Section 1004 of the rderal Resource Conservation and Recovery Act, 42 O.S.C.
#6901 or Sag. (42 V.S.C. #6903), as presently existing or hereinafter Amended
or (1) defined as a 'hazardous substance' pursuant to section 101 of the
Comprehensive Environmental Response, Compensation and Liability Act, 42
V.S.C. # 9601 st seq. (42 V.S.C. # 9601). as presently existing or hereinafter
amended.
(C) Seller &ISO represents that the Property is not a 'hazardous
waste property' or within a 'border zone' as defined in California Health and
Safety Code, nor is the Property Subject to the requirements for notice to
the California Department of Health services, as Such notice requirement is
defined in California Health and Safety Cods as presently existing.
(0) This Paragraph 26 .hall Survive the Closing.
27. Survival. All warrantless representations and covenants herein
Shall survive the Closing.
IH WIENNE$ wxmmr, the parties have executed this Agrsement in
quadruplicate as of the day and year first above written.
ORE GROgE EQUITIES, a California
limited part • p
WITI3ESS: sys
Dates Date) / i /ij),�g•�
WAL -MARS STORES, INC.
ATTEST:
Assistant Secretary sy7
Itu
(SEAL) Oates
Pumaa4 W 190-0 7
12
'Mal -Mart
affecting the Property. This representation and warranty shall survive the
C 1 a ing. In the event that wal -Mart notifies Seller that the representation
set forth in Paragraph 26 is untrue and ouch notice is accompanied by a report
from an engineering company with experience in evaluating such matters, then
one of the following alternatives shall control. (1) if the cost of
performing such acts as may be necessary to cause the Property to be in
compliance with all federal, state and local environmental laws, rules and
regulations is equal to or lees than one -half (1/2) of the Purchase Price of
the Property, then Seller agrees, at its sole cost and expense, to Perform
such acts ae may be necessary to cause the Property to be in compliance .itn
all federal, state and local environmental lave. In the event that Selzer
tails so to perform such acts prior to the Closing, then wal -Mart may postpone
the Closing for such period of time as may be necessary for Seller to do so,
or, postpone the Closing and undertake such actions an may be necessary to
fulfill Seller-9 obligations hereunder and receive a credit against the
Purchase Price for the expanses incurred by Mal -Mart in so fulfilling Seller's
duties hereunder. (2) If the cost of bringing the Property into compliance
with the above- described lave, rules, and regulations exceeds one -half (1/2)
of the Purchase Price of the Property, then Mal -Mast, at its election, may
either (a) rescind this Agreement and receive a full refund from Seller of all
Retreat money previously deposited with Seller, or (b) proceed with purchasing
the Property, and receive a credit against the Purchase Price of the Property
in an amount equal to one -halt (3/2) of the Purchase Price. If the Closing
has occurred and the costs Of performing any acts as may be necessary to cause
the Property to be in compliance with all tederal, state, and local
environmental laws, rules and regulations is equal to or leas than one -half
(1/2) of the Purchase Price of the Property, than Seller agrees to refund to
Mal -Mart the cost of such arts. It the Closing has occurred and the cost of
bringing the Property into compliance with the above- described lave, rules and
regulations exteeds one -half (1/2) of the Purchase Price of the Property, then
Mal -Marc, at it■ option may either (a) rescind and reverse the Cloainq and
receive a full refund of the Purchase Price and costa incurred as a part of
the Closing or (b) retain ownership of the Property and receive from Seller an
amount equal to one -half (1/2) of the Purchase Pricw paid at the Closing.
(S) As used in this Agreement, the term 'Marardous Materials'
Brans any hazardous, toxic, Infectious or 3xplosiv4 substance, material, gas
or waste which is or becomes requ!ated by any governmental authority, or the
united States Government, or any of their Agerciss, or which has been
identified es a toxic, cancer causing or ot4wrvi2e hazardous substance. The
torn 'Hazardous Materials' includes, without •imitation, any material or
substance which is (a) defined as a -hazardous waste-, - extremely hazardous
waste' or -restricted hazardous waste' under the California Health and Safety
Code, Division 20, Chapter 6.6, as it may fro time to time be amended (the
'Hazardoue Waste Control Law'), (b) defined es e 'hezardous substance' under
the California Health and Safety Code, Division 20, Chapter 6.9 as now
existing or hereinafter amended (the - Carpenter Presley- Tanner Hazardous
Substance Account Ace'), (c) defined as a - hazardous material', hazardous
substance', or ' hazardous waste' under the California Health and Safety Code,
11
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1NATAUCTION6 TO SIINV9TOA5 ro"
PPOPSeTT AND W OGPAPNT SUOV6y INSTNUcrION3
A ^vegietered, prefou.er.al lino au rveyor ", qualified to operate at the protect
�h al IOU, shall be contacted I'd regtasted to perform the follor.:.q 4""".48
wh Len lncl,.de prow Ld Lng W1 -Nart with ceepleted drawing, for their use.
'rho SUK�tr a TOPO Ona41110 MCI' I- ICLCOC TH9 tOLLC:aT9r. ITEMS:
1. Provide one eucvey map or. 24 "X76" or 10 "X421 reproducible traclnq m.ater.al
and four Paper cop tee a drawn to goals of 1'•701, 1 "•40'.
^01 '•SO'. Any
other draw Lnq •Lie, or tole .ill nor be axeepubt• to seal -wart. In* draw:r7
,mail include a Dated title oiuck indieatLng the eurveyar'• name, cadre es
and telephone nunuar.
1. Provide on the eurvey map A written Leval deacriptlon of the Pco Vct let or
property survey based on the existing "Deed of Aecovd ", .hirh shall mad
eloekw Lee and agree with the measUioments and bearing• Indicated on the
survey map. The legal descriptidr. shall LndIc&te a definite Po Lrt of
beginning, properly referenced and dL"MOLOnsd from permacent •rd
well - defined reference points. Ttw drawing shall Include a clearly
desccLbed ,berch -mark• with the elevation to 1 /100 of a foot accuracy =red
based on USC a GS datum.
0. Provide a 3• Iran pipe, set at least 1' In the ground and tilled with
concrete. at seen corner of the lot or Property survey. The Survey Map
shall Include a statemant xdicAt&nq the date that the markers have teen
installed as described. 1 '
4. The survey map Snell certify that the minimum latitude and departure Clowre
error of i in 5.000 fnr rural areas Cr 1 in 10,000 too mull town areas, or
1 In $0,000 tog cities and bubinau areas nu Wen compiled with, except
where I.oeal code requires greater accuracy and the total acreage shall be
indicated on the draw096 Computed to three deeisal place.
S. Provide a topography drawing. drawn to scale w1.tn north point and scat*
Shown including ILL beer ;nqs, dimensions. Cur's data, present and future
I.l9hw4y right- bf -wq' Lima. Wildirq setback lines and all euamsnts of
record whiull affect the property wtth a vicinity map clearly Indicating the
site loeatloe and a d;eens Len to the nearest road.ay intersection.
6. TW topography drawing shall include names of all adjoining roads. atrs4ts.
•tW highways with tP.6 type, width and COAditien of the driving surface,
ehouldora, curbs and sidewalks clearly IMlcatod. Including all exist Lng and
proposed ardisn openings.
7. :he topography drawing shall Indicate all structures and lmpro.enents On the
property and .&thin 100' beyond the prpperty line, with s4act measutsments
and descriptions at all property line onccoach ent6 Including all Tents,
hedges and other improvements that Could be claimed by any OUe to be
infringement or encroachment.
S. The topography drawing shall indicate the general type of tot Cain and "a
of any drainage area that drains onto the property,ineipding the 107 year
flaod elevation baud on USC 6 OS oat Uln,
9. The topography drawing stall show spot elevations, Weed on USC and G!
datum, at SO' intervals or the centerline, gutterlins /top of curb, edge o:
- aving, edge of moulder and flow,Lne of d•^ ^ ^ d&tchas along both dicov
of all ad70inlng roads, streets and highways which ago existing and 4100 any
available 44ra of ror.t"VIgted or proposed Changes.
LXNISit •s"
Page 1 at 7
LAXCtLS.PA /OOCLIMTNT.M.76,
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PAGE_ OF
10. The topography lray.nq anal: •1•.cv extstv,q ground cant^.at Urea@, to god on
USC A Da datum, at use -toot Intervals Ard ind.CAtdd by daated ::nee over the
•stirs property, inclvdi,q an area At least 100 east bsyord the property :r
all Jii setLone.
11. Tle topography dray.nq shall indicate existing storm sewn* and drainage
ettuctires whit], have any affect an the duinags contra: of the prape:ty
inebudinq structure types and pipe situ with flawlina gcales a,.d
Slevat. one. Also, indLcate on the draw.nq if any flooding ar arod.zn
proolems are being uyst.enced dawhatream from the surveyed property.
17. Th* topography dra +lnq sha.t ir-li sled eriatiog sanitary aswers en or near
the prupwrty. Including manholes, type of V•pd and site of p1PO .ah grades
and fL.:wline elevations. It Sanitary Sswwr If not readily available, ens
location of manholes, type and style of pipe and flowllns elevatiors of the
neatest aewdr shall > lnnlcated,
17. The topography drawinq ahall ladlcate erlsttnq water lines on or ,Isar the
property including tLta hydrants, type and Sits of p•pe, depth of rover, and
Lncluding the svallab:e static and residual pressure and flow volume. if
.star service is not readily available, the IWAtlon of the nearest water
line with the above- described data Shall be Indicated.
14. Tree topography drawing •hall indicate esistlnq Surface and lindergrNnd
trenemission time or utillties ouch go natural vat, telephone, cslegraph,
TV cable, and electrical pa'nr, includinq pipeline types and situ with all
Utility POLO loratione with overhead wires indicated and the nearest
available serviNs'clnarly shown and dimensioned.
1S. Tile topography draw :nq Shall include noes*, addressie and piwrs, nnmoerl of
the ofticiall with a1L utility rnmponles, local governing agencies and the
h,gl,.ay department.
16. The surveyor $nail proved* on the dcawidg end atfia his goal and signature
to the folluwtnq certification,
1, , a regteseced and Surveyor do hereby certify
that thU is s tree, ccmplate ant eoccwt survey of the described real
property situated in
(city at countyl (state)
LAA9ILfi.fA /D0C'IN9NT.N:9
/iNINIT wa'
Palo q at 7
a
INITIAL
AGENDA ITEM NO.
PAGE
Neal property Tax guidelines (or Nal -Mart Built Store'
The foabwing item' are to be completed by the Closing agent - Se Ller anort :y
after the -losing date for the property located at:
(7,ddress )
1. file the dead with the County Clerk and the Tax aeeeesor. std fete
2. NOCOY the tax assessor Of the Change of ownership Of the property
a plat, if the Jurisdiction requ Brae, or file a Cgrtlfied aur,'ey •• -th t "e
assessor that outline• and describe, Nal- Mart's Parcel. The Neal Estate
manager will Provide you with a Plat if the jurisdiction requires a plat for
taxing purposes' additionally, indicate the tax identification rumoer, tf
available, for Nal-Mart's parcel' If the tax identification number is not
ava Llsble at this time, than specify a future date when It will „b•
available.
Tax 1.0.1, Future date)
2. Notify the to asseoscc that the tax atatO"nts are to be sent to,
Nil -Mart Stores, Inc.
Property Tax Department
702 aY ath Street - (Stare f)
sentonvllle, as 72716-80LS
Note, make sure that Our dead reflects this same address and accounting
format.
1. It this property located within the City limits? Yes, _f No:
If no, will this property be annexed into the city limits prior to the
opening for business of the building to be Constructed on the Properly?
Yes, _I No, �•
6. Obtain details of any special as n% start that say encumber the property sar :y
record below Including asesesment start and esesesment end tlacea, y
l a
ec assessments assessments, and-total sp ancs dos.
. _ .
6. plea no the following informat LOn on the taxing tiss wn.oh ray
AGENDA ITEPA Nc.).
PAGE —l- 0^
NOTE
EXHIBIT 111)"
REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
PAOE Ll q OF:
.L-V-
$2,200,000
NOTE
RECITALS
Lake Elsinore, California
, 1993
A. On 199 ' the Lake Elsinore Redevelopment Agency (the
"Agency ") and Wal- art toresTc., a T)elaware corporation (the "Redeveloper"), entered
into a Redevelopment Disposition and Development Agreement (the "Agreement"), relating to
the redevelopment of certain real property located in the City of Lake Elsinore. A true and
correct copy of the Agreement is on file in the Office of the City Clerk of the City of Lake
Elsinore (the "City") located at 130 South Main Street, Lake Elsinore, California 92530.
B. The Agency and the Redeveloper have executed and delivered this Note
pursuant to the Agreement. Tetras not defined herein shall have the meaning ascribed in the
Agreement.
C. It is the intent of the parties to establish Sales Tax Revenue (as defined below)
as a measuring device to determine the amounts of payments due hereunder, but to allow the
Agency the flexibility to make the payments due hereunder from any and all sources of
revenue available to the Agency, provided that the Agency shall pledge annual Site generated
Sales Tax Revenue as security for the Note should other sources of revenue not be available to
the Agency for the payment thereon.
NOW, THEREFORE, the Agency and the Redeveloper agree as follows:
OPERATIVE PROVISIONS
1. Amount. For value received, the Agency promises to pay to the order of the
Redeveloper, at 702 Southwest Eighth Street, Bentonville, Arkansas 72716, Attn: President
and Property Manager, or at such other address as the Redeveloper may from time to time
designate, the principal sum of $2,200,000 in accordance with the following:
2. Interest Rate. Interest on the unpaid principal balance owed hereunder shall
accrue at the rate of 7% simple interest per annum, commencing on the date the Store opens
for business to the public, and continuing thereafter until the principal and interest are paid in
full or the Agency's obligation is forgiven and discharged as set forth in paragraph 4. below.
3. Installment Payment. The Agency shall make installment payments of principal
and interest to the Redeveloper at the times and subject to the other terms and conditions
herein set forth.
3.1 Installment payments of principal and interest shall be payable annually
during the term of this Note, in arrears and without offset or demand: (i) commencing after the
January 30th following the last day of the first calendar year ( "Year ") in which the Store opens
for business (the "First Payment Date') and (ii) continuing on the January 30th next following
the last day of each subsequent Year, through and including the 19th Year after the First
Payment Date (individually, a "Payment Date" and collectively, the "Payment Dates ").
EXHIBIT "D"
REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
AGENDA ITEM NO. 4r
PACE 49 l CF_ Q 4,_,
3.2 On each Payment Date, the Agency shall pay to the Redeveloper a sum
equal to the "Redeveloper's Share" (as hereinafter defined) of all sales and use tax revenue
paid to or received by the City and /or the Agency ( "Sales Tax Revenue ") based on sales at or
from the Site during the Year for which such installment payment is made.
3.3 As used herein, the tears "Redeveloper's Share" shall mean a sum to be
determined as follows:
For each calendar Year:
(a) the City and /or the Agency shall be entitled to retain the first
$200,000 of Sales Tax Revenue based on sales at or from the Shopping Center, whether at or
from the Site or the Participant's Property;
(b) The next $200,000 of Sales Tax Revenue has been paid to or
received by the City and /or the Agency based on sales at or from the Shopping Center,
whether at or from the Site or the Participant's Property, the Redeveloper shall receive a sum
equal to 100% of the Sales Tax Revenue based on sales at or from the Site;
(c) the Redeveloper shall receive a sum equal to 50% of all
additional Sales Tax Revenue based on sales at or from the Site.
The Agency and the Redeveloper agree that the Redeveloper's Share shall not
include any portion of the first $200,000 of the Sales Tax Revenue based on sales at or from
the Shopping Center (on an annual basis) and if with respect to any calendar Year, the Sales
Tax Revenue based on sales at or from the Shopping Center is less than $200,000, then the
Redeveloper's Share with respect to that Year shall be zero.
3.4 Notwithstanding any provision hereof to the contrary, the Agency shall
have the right to make the payments required under this Note from any and all sources of
revenue available to the Agency, including without limitation Sales Tax Revenue, ad valorem
property tax revenue, and any franchise taxes, business license fees or similar taxes or fees
paid to or received by the Agency.
3.5 As used in this Note, Sales Tax Revenue which is based on sales at or
from the Site or the Shopping Center shall be deemed to include only sales which occur at the
Site or the Shopping Center and sales which occur elsewhere, if they are initiated at the Site or
the Shopping Center and if the situs of the sale is within the City's corporate limits.
3.6 If the Sales and Use Tax Law is repealed or modified after the date of
this Note and if, as a result, the Agency's part of the Sales Tax Revenue which is based on
sales at or from the Shopping Center is totally or partially replaced with another source of
revenue, then the Agency's obligation to make installment payments shall continue to accrue
and the limitations in this Note on the Agency's obligation to make installment payments shall
be deemed modified and shall thereafter be based on any form of tax or revenue which the
Agency receives with regard to the applicable Year, in total or partial replacement of the Sales
Tax Revenue. In addition, in the event of any such change, the Agency and the Redeveloper
shall fully cooperate with one another in amending the Agreement and this Note as is
necessary or appropriate to facilitate the timely and full payment of principal and interest under
the Agreement and this Note, so the intent of the Agreement and this Note can be attained.
`A
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PAGE 5 OF J- J--
3.7 All installment payments under this Note shall reduce accrued interest
first and then the unpaid principal until the principal and interest due hereunder is paid in full,
or the Agency's obligation is forgiven and discharged as set forth in Paragraph 4 below or is
otherwise properly terminated.
4. Forgiveness and Discharee of Balance of Oblieation. In the event that the
Redeveloper's Share of the Sales Tax Revenue is insufficient to enable the Agency to fully
satisfy and discharge the amount of principal and interest on this Note on or before the 20th
Payment Date, any and all principal and interest on this Note remaining unpaid shall be
forgiven and discharged, and no liability of the Agency for the nonpayment of such principal
or interest shall result in any manner whatsoever.
5. Prepayment. The Agency shall have the right at any time to prepay all or any
portion of the unpaid principal balance owing under this Note.
6. Pledge or Encumbrance. Prior to the time that this Note, including accrued
interest, is fully paid or any unpaid balance is forgiven and discharged as provided herein, the
Agency shall not pledge or encumber the Sales Tax Revenue based on sales at or from the Site
in any manner whatsoever.
7. General Provisions. All sums payable hereunder shall be due and payable in
lawful money of the United States of America. In the event any installment due hereunder is
not paid by the Agency within 15 days after it is due, such installment shall bear interest from
and after such date at the rate of 10% per annum or the maximum legal rate, whichever is less,
until paid. If any action is instituted to enforce this Note, the losing party in any such action
promises to pay reasonable attorneys' fees and costs and expenses. This Note has been
executed in the State of California and shall be construed and interpreted according to the laws
of the State of California.
AGENCY
Lake Elsinore Redevelopment Agency
By:
Its:
WAL -MART
Wal -Mart Stores, Inc., a Delaware corporation
By:
Its:
t
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GENERAL PROVISIONS
EXHIBIT "E"
REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
A L NO. 4
SCHEDULE 'A' - GENE1 ROVISIONS
1. DEPOSIT OF FUNDS 6 DISBIRSE`lENTS
You shall deposit all funds received In this escrow in any bank insured
by an agency of the United States Government, including your affiliated bank.
First Axnrican Trust Company, in one or more of your general escrow demand
accounts. These funds may be transferred to any other general escrow demand
account or accounts, in the above named bank or banks, including those
maintained In your affiliated bank. Buyer and Seller acknowledge that escrow
holder will be depositing all funds in escrow in a non - interest bearing fiduciary
account at The Bank of California. All disbursements shall be made by your
check. You are authorized not to close escrow or disburse until good funds have
been confirmed in escrow.
2. PRORATION A-ND ADJUSTMENTS
The expression 'close of Escrow' used in this escrow means the date of
which instruments referred to herein are recorded and relates only to prorations
and /or adjustments unless otherwise specified.
All prorations and /or adjustments are to be made on the basis of a
30 -day month unless otherwise Instructed in writing.
3. RECORDATION OF INSTRUMENTS
You are authorized to record any documents delivered through this
escrow, the recording of which is necessary or proper in the issuance of the
requested Policy of Title Insurance.
4. AUTHORIZATION TO EXECUTE ASSIGNMENT OF INSURANCE POLICIES
You are authorized to execute on behalf of the parties hereto form
assignments of interest in any insurance policies (other than title insurance)
called for in this escrow; forward assignments and policies upon close of escrow
to the agent with the request, first, that insurer consent to such transfer
and /or attach a loss - payable clause and /or make such other additions or
corrections as may have been specifically required herein, and second, that the
agent thereafter forward such policies to the parties entitled to them.
In all acts in this escrow relating to insurance, including adjustments,
if an-v, you shall be fully protected in assuming that each policy is in force
and that the necessary premium therefor has been paid.
5. AUTHORIZATION TO 11,RNISH COPIES
You are to furnish a copy of these instructions, amendments thereto.
closing statements and /or any other documents deposited in this escrow to the
lender or lenders, the real estate broker or brokers and /or the attorney or
attorneys involved in this transaction upon request of the lenders, brokers or
attorneys.
6. PERSONAL PROPERTY TAXES
No examination or insurance as to the amount or payment of personal
property taxes is required unless specifically requested.
7. RIGHT OF CANCELLATION
Any party instructing you to cancel this escrow shall file notice of
cancellation in your office, in writing. You shall within a reasonable time
thereafter mail, by certified mail, one copy of the notice to each of the other
parties at the addresses stated in this escrow. Unless written objection to
cancellation is filed in your office by a party within ten (10) days after dace
of mailing, you are authorized at your option to comply with the notice and
demand payment of your cancellation charges as provided in this agreement. If
written objection is filed, you are authorized at your option to hold all money
and instruments in this escrow and cake no further action until otherwise
directed, either by the parties' mutual written instructions, or final order of
a court of competent jurisdiction.
S. ACTION IN INTERPLEADER
The parties hereto expressly agree that you, as escrow holder, have the
absolute right at your election to file an action in incerpleader requiring the
parties to answer and litigate their several claims and rights among themselves
and you are authorized to deposit with the clerk of the court all documents and
funds held in this escrow. In the event such action is filed, the parties
jointly and severally agree to pay your cancellation charges and costs, expenses
and reasonable attorney's fees which you are required to expend or incur in the
incerpleader action, the amount thereof to be fixed and judgment therefor to be
rendered by the court. Upon the filing of the action, you shall thereupon be
fully released and discharged from all obligations to further perfotm any duties
or obligations otherwise imposed by the terms of this escrow.
Page 1 of 3
kZE�r.:JA j T E.r:: N^). Ll
PAGE_�.0 OF- l.
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9. TERMINATION OF ACENCY OBLIGATIONS
If there is no action taken on this escrow within six (6) months after
the 'time limit date' as set forth in the escrow instructions or written
extension thereof, your agency obligation shall terminate at your option and all
documents, monies or other its" held by you shall be returned to the parties
depositing same.
In the event of cancellation of this escrow, whether it be at the
request of any of the parties or otherwise, the fees and charges due First
American Title Insurance Company, including expenditures incurred and /or
authorized shall be borne equally by the parties hereto (unless otherwise agreed
to specifically).
30. CONFLICTING INSTRUCTIONS
Should you before or after close of escrow receive or become aware of any
conflicting demands or claims with respect to this escrow or the rights of any
of the parties he or any money or property deposited herein or affected
hereby, you shall have the right to discontinue any or all further acts on your
part until the conflict is resolved to your satisfaction, and you shall have the
further right to commence or defend any action or proceedings for the
determination of the conflict as provided in Paragraph 7 and 8 of these General
Provisions.
11. FONDS RETAINED IN ESCROW
If for any reason funds are retained in escrow, you may deduct therefrom
$15.00 as a monthly charge as custodian thereof.
12. USURY
You are not to be concerned with any question of usury in any loan or
encumbrances involved in the processing of this escrow and you are hereby
released of any responsibility or liability therefor.
13. INDEMNIFY FOR ATTORNEYS FEES AND COSTS
In the event suit is brought by any party to this escrow, including the
title company or any other parry, as against each other, or others, including
the title company, claiming any right they may have as against each other or
against the title company, then in that *vent, the parties hereto agree to
indemnify and hold harmless the title company against any attorney's fees and
costs incurred by it.
14. AMENDMENTS TO ESCROW INSTRUCTIONS
Any Amendments or Supplements to these escrow instructions must be in
writing. These escrow instructions constitute the entire escrow between the
escrow holder and the parties hereto.
15. SUPPLEMENTAL TAXES
Seller and Buyer acknowledge that the subject property may be subject to
supplemental taxes due as a result of change of ownership taking place through
this escrow. Any necessary adjusment due either parry on receipt of a
supplemental tax bill will be made by the parties outside of this escrow and
escrow holder is released of any liability in connection with same.
16. PRELIMINARY CHANCE OF OWNERSHIP FORM
Prior to close of escrow Buyer will be sent • Preliminary Change of
Ownership Report, which is required by the County Recorder's office to accompany
documents called for herein at the time of recording, in accordance with Section
480.3 of the Revenue and Taxation Code. Buyer is aware he must return the form
completed and signed prior to close of escrow. If Escrow Holder does not
receive this report prior to close of escrow, Buyer authorizes Escrow Holder to
charge his account with $20.00 which is the fee the County Reco.der charges for
recording the deed without the completed fom. Buyer is hereby put on notice
that the Assessor is required to sail out the form for completion later on if it
has not been filed at close of escrow.
Page 2 of 3
-s
f.
t,
17. COOD F:SDS LAW
The parties understand that +11 funds to close escrow must be depea:ted
a sufficient rn_nber of days prior to the close of escrow in order to comply with
Section l2 »13.1 of the California Insurance Code. Generally speaking, wire
transferred furds may be deposited Into our escrow account anytime prior to the
close of escrow. Cashier's checks and certified checks (drawn on a local back)
must be deposited into our escrow account no later than 12:00 noon the business
day before the close of escrow.
For Information concerning holds on other types of checks, please
contact your escrow officer.
18. REPORTING TO THE INTERNAL REVENUE SERVICE
The Tax Reform Act of 1986 provides that First American Title Insurance
Company must report to the Internal Revenue Service certain information
regarding all real estate transactions. This information includes among other
things, the seller's social security number and /or tax identification number and
forwarding address and the gross sales price of the transaction. This is not a
requirement generated by First American Title Insurance Company, but rather a
means of complying with the new tax law. This information must be provided to
First American Title Insurance Company upon the opening of Escrow, and escrow
cannot close, nor can the deed nor other documents be recorded until the
information is provided and the seller certifies the accuracy of the informatior•
in writing. By execution of these escrow instructions, the parties acknowledge
receipt of this notice.
19. TAX REPORTING AND WITHHOLDING OBLIGATIONS OF THE PARTIES
STATE LAW
California Revenue and Taxation Code Sections 18805, 18815 and 26131
place special requirements for tax reporting and withholding on buyers when ( I)
the selling price is greater than $100,000 (one hundred thousand dollars), and
(11) the seller has not received a California Homeowners Property Tax Exemption
during the year of the sale. and (111) the funds to the transaction are to be
disbursed to either (a) a seller with a last known address outside of
California, or (b) a financial intermediary of the seller. The withholding rate
is three and one -third percent of the selling price as defined in the statute.
The seller may request a waiver by contacting:
Franchise Tax Board
Withhold at Source Unit
P. 0. box 651
Sacramento, CA 95812.0651
(916) 369 -4900
FEDERAL LAW
Internal Revenue Code Section 1445 places special requirements for tax
reporting and withholding on the parties to a real estate transaction where the
seller is a non - resident alien, a non - domestic corporation or partnership, a
domestic corporation or partnership controlled by non - residents or non - resident
corporations or partnerships.
With respect to both the State Lav and Federal Law referred to above.
the parties to this transaction are seeking an attorney's, accountant's or ocher
tax specialist's opinion concerning the effect of these laws on this transaction
or are relying on their own knowledge of these laws. The parties to this
transaction are NOT acting on or relying on any statements made or omitted by
the escrow officer, title officer, or other closing officer with respect to tax
reporting or withholding requirements.
SELLER'S INITIALS BUYER'S INITIALS
Page 3 of 3
r
AO -=' 55
F' OF-
D y
GRANT DEED
EXHIBIT "F"
REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
Ti
RECORDING REOUESTED BY AND
WREN RECORDED MAIL TO:
Mark A. Ostoich, Esq.
GRESHAM, VARNER, SAVAGE,
NOLAN & TILDEN
600 N. Arrowhead Avenue
Suite 300
San Bernardino, California 92401
MAIL TAX STATEMENTS TO:
Wal -Mart Stores, Inc.
702 S.W. 8th Street
Bentonville, Arkansas 72716
GRANT DEED
For valuable consideration, receipt of which is hereby acknowledged,
Lake Elsinore Redevelopment Agency, a public body corporate and politic of the State
of California, herein called "Grantor," acting to carry out the Redevelopment Plan for the
Area 2 Redevelopment Project Area (which plan is hereinafter referred to as the
"Redevelopment Plan ") under the Community Redevelopment Law of California, hereby
grants to Wal -Mart Stores, Inc., a Delaware corporation, as "Grantee," the real property
(hereinafter referred to as the "Property"), described on Exhibit "1" attached hereto.
1. The Property is conveyed subject to the Redevelopment Plan and pursuant to a
Disposition and Development Agreement entered into by and between Grantor and Grantee,
dated as of , 1993 (herein called the "Agreement "). The Property is
conveyed further srub) to all easements, rights -of -way, covenants, conditions, restrictions,
reservations and all other matters of record. The Agreement is a public record available for
inspection and copying at the offices of the City Clerk of the City of Lake Elsinore, 130 South
Main Street, Lake Elsinore, California 92530.
2. The Grantee covenants that there shall be no discrimination against or
segregation of, any person or group of persons on account of race, color, creed, religion, sex,
marital status, national origin, or ancestry, in the sale, lease, sublease, transfer, use,
occupancy, tenure or enjoyment of the Property or any part thereof. The foregoing covenants
shall run with the land.
All deeds, leases, or contracts made relative to the Property, improvements thereon, or
any part thereof, shall contain or be subject to substantially the following nondiscrimination
clauses:
(a) In deeds: "The grantee herein covenants by and for himself, his heirs,
executors, administrators, and assigns, and all persons claiming under or through them, that
there shall be no discrimination against or segregation of, any person or group of persons on
account of race, color, creed, religion, sex, marital status, national origin or ancestry, in the
EXHIBIT "F"
REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
Y
L
AGENDA ITEM CN'O.
FACE 1 OF a
sale, lease, sublease, transfer, use, occupancy, tenure or enjoyment of the land herein
conveyed, nor shall the grantee himself or any person claiming under or through him, establish
or permit any such practice or practices of discrimination or segregation with reference to the
selection, location, number, use or occupancy of tenants, lessees, subtenants, sublessees or
vendees in the land herein conveyed. The foregoing covenants shall run with the land."
(b) In leases: "The lessee herein covenants by and for himself, his heirs,
executors, administrators and assigns, and all persons claiming under or through him, and this
lease is made and accepted on the subject to the following conditions: That there shall be no
discrimination against or segregation of any person or group of persons, on account of race,
color, creed, religion, sex, marital status, national origin or ancestry, in the leasing,
subleasing, transferring, use, occupancy, tenure or enjoyment of the land herein leased, nor
shall the lessee himself, or any person claiming under or through him, establish or permit any
such practice or practices of discrimination or segregation with reference to the selection,
location, number, use or occupancy of tenants, lessees, subtenants, sublessees or vendees of
the land herein leased."
(c) In contracts: "There shall be no discrimination against or segregation of
any person or group of persons on account of race, color, creed, religion, sex, marital status,
national origin, or ancestry in the sale, lease, sublease, transfer, use, occupancy, tenure or
enjoyment of the land, nor shall the transferee himself or any person claiming under or
through him establish or permit any such practice or practices of discrimination or segregation
with reference to the selection, location, number, use, or occupancy of tenants, lessees,
subtenants, sublessees or vendees of the land."
3. No violation or breach of the covenants, conditions, restrictions, provisions or
limitations contained in this Grant Deed shall defeat or render invalid or in any way impair the
lien or charge of any mortgage, deed of trust or other financing or security instrument;
provided, however, that any successor of Grantee to the Property or parcels thereof shall be
bound by such remaining covenants, conditions, restrictions, limitations and provisions,
whether such successor's title was acquired by foreclosure, deed in lieu of foreclosure,
trustee's sale or otherwise.
4. All covenants contained in this Grant Deed shall run with the land and shall be
binding for the benefit of the Grantor and its successors and assigns and such covenants shall
run in favor of the Grantor and for the entire period during which such covenants shall be in
force and effect, without regard to whether the Grantor is or remains an owner of any land or
interest therein to which such covenants relate. The Grantor, in the event of any breach of any
such covenants, shall have the right to exercise all of the rights and remedies provided herein
or otherwise available, and to maintain any actions at law or suits in equity or other proper
proceedings to enforce the curing of such breach. The covenants contained in this Grant Deed
shall be for the benefit of and shall be enforceable only by the Grantor and its successors and
assigns. Notwithstanding the foregoing, after any conveyance of the Property or any legally
subdivided parcel thereof by the Grantee, the Grantee shall no longer be liable for the
performance of the foregoing covenants.
5. The covenants contained in Paragraph 2 of this Grant Deed shall remain in
effect in perpetuity.
6. The covenants contained in this Grant Deed, without regard to technical
classification or designation, shall not benefit or be enforceable by any person, firm or
.f�
t'.
IT. 4
or.e_1-
corporation, public or private, except Grantor and the City of Lake Elsinore and their
successors and assigns. Any amendments to the Redevelopment Plan which change the uses or
development then permitted on the Property, or otherwise change any of the restrictions or
controls that then apply to the Property, shall require the written consent of Grantee yr the
successors and assigns of Grantee in and to all or any part of the fee title to the Property; but
any such amendment shall not require the consent of any tenant, lessee, easement holder,
licensee, mortgagee, trustee, beneficiary under a deed of trust or any holder, person or entity
having any interest less than a fee in the Property.
7. In the event of any express conflict between this Grant Deed and the
Agreement, the provisions of this Grant Deed shall control.
IN WITNESS WHEREOF, the Grantor and Grantee have caused this instrument to be
executed this _ day of 1993.
AGENCY
THE LAKE ELSINORE REDEVELOPMENT
AGENCY
Dated: B Its: Executive Director
Dated:
By:
Its: Secretary
The provisions of this Grant Deed are hereby approved and accepted.
REDEVELOPER
WAL -MART STORES, INC., a Delaware
corporation
Dated: By
Its:
-z:
STATE OF CALIFORNIA )
COUNTY OF ) SS.
)
On , 1993 before me, the undersigned, a Notary Public in and for said
County and State, personally appeared , personally known to me (or
proved to me on the basis of satisfactory evidence) to be the persons) whose name(s) is
subscribed to the within instrument and acknowledged to me that he executed the same in his
authorized capacity(ies), and that by his signature(s) on the instrument the person(s), or entity
upon behalf of which the person(s) acted, executed the instrument.
WITNESS my hand and official seal.
Notary Public
STATE OF CALIFORNIA )
COUNTY OF SS.
On 1993 before me, the undersigned, a Notary Public in and for said
County and State, personally appeared , personally known to me (or
proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is
subscribed to the within instrument and acknowledged to me that he executed the same in his
authorized capacity(ies), and that by his signature(s) on the instrument the person(s), or entity
upon behalf of which the person(s) acted, executed the instrument.
WITNESS my hand and official seal.
Notary Public
STATE OF ARKANSAS )
) SS.
COUNTY OF )
On , 1993 before me, the undersigned, a Notary Public in and for said
County and State, personally appeared , personally known to me (or
proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is
subscribed to the within instrument and acknowledged to me that he executed the same in his
authorized capacity(ies), and that by his signature(s) on the instrument the person(s), or entity
upon behalf of which the person(s) acted, executed the instrument.
WITNESS my hand and official seal.
Notary Public
AGEINOA ITEM, N0._�_!_.vm
E.b 6
CERTIFICATE OF COMPLETION
EXHIBIT "G"
REDEVELOPMEN"P DISPOSITION AND DEVELOPMENT AGREEMENT
AGENDA ITEM NO. a_ L.-
PAGEIL OF
,,.- _
RECORDING REQUESTED BY AND
WHEN RECORDED MAIL TO:
Mark A. Ostoich, Esq.
GRESHAM, VARNER, SAVAGE,
NOLAN & TILDEN
600 N. Arrowhead Avenue
Suite 300
San Bernardino, CA 92401
CERTIFICATE OF COMPLETION
Whereas, by a Disposition and Development Agreement dated , 1993
(the Agreement ") by and between the Lake Elsinore Redevelopment Agency (the 'Agency ")
and Wal -Mart Stores, Inc., a Delaware corporation ( "Wal- Mart"), Wal -Mart has satisfactorily
completed the construction required to be completed by Wal -Mart on the Site legally described
on Exhibit "A" attached hereto;
Whereas, pursuant to Section 4.7 of the Agreement, promptly after completion of such
construction work by Wal -Mart, the Agency has agreed to furnish Wal -Mart with a Certificate
of Completion on written request therefor by Wal -Mart.
Whereas, the issuance by the Agency of said Certificate of Completion is conclusive
evidence that Wal -Mart has complied with the terms of the Agreement pertaining to the
commencement and completion of the construction covered by said Certificate of Completion;
and
Whereas, the Agency has conclusively determined that the construction covered by said
Certificate of Completion has been satisfactorily commenced and completed as required by the
Agreement.
Now, therefore:
I. As provided in the Agreement, the Agency does hereby certify that development
of the Site or portion thereof legally described in Exhibit "A" attached hereto, has been fully
and satisfactorily commenced and completed and performed, and that such development is in
full compliance with the Agreement.
2. Effective on the recordation of this Certificate of Completion, all of the
covenants, conditions and restrictions contained in the Agreement, except for the use and
maintenance covenants in Section 5.1 and Section 5.2 of the Agreement and the covenants
against discrimination in Section 5.3 and Section 5.4 of the Agreement, shall terminate and
become null and void as to the Property. The use and maintenance covenants in Section 5.1
and Section 5.2 of the Agreement shall remain until the expiration date of the Redevelopment
Plan or any extension thereof. The covenants against discrimination set forth in Section 5.3
and section 5.4 of the Agreement shall remain in perpetuity.
In Witness Whereof, the Agency has executed this Certificate of Completion as of this
day of 19_
SIGNATURES FOLLOW
EXHIBIT "G"
REDEVELOPMENT DISPOSITION AND DEVELOPMENT AGREEMENT
Lake Elsinore Redevelopment Agency
By:_
Its:
Attest:
By. Agency Secretary
STATE OF CALIFORNIA
)SS.
COUNTY OF '
On 19 before me, the undersigned, a Notary Public in and
tof or s(or
County and State, personally appeared
proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is
subscribed to the within instrument and acknowledged to me that he executed the same in his
upon behalf o awiitch the person(s) actedsexte utedsthen the instrument e the personas), or entity
WITNESS my hand and official seal.
Notary Public
LAKE ELSINORE REDEVELOPMENT PROJECT
WAL -MART SHOPPING CENTER
OWNER PARTICIPATION AGREEMENT
By and Between
LAKE ELSINORE REDEVELOPMENT AGENCY
Agency,
and
OAK GROVE EQUITIES
Participant
Date: , 1993
A0ENDA ITVil CNO 4
.
PAGE1Z1OF_S 9
OWNER PARTICIPATION AGREEMENT
(Wal -Mart Project)
This Owner Participation Agreement is entered into this _ day of
1993, by and between the Lake Elsinore Redevelopment Agency (the "Agency Agency ad ak
Grove Equities, a California limited partnership (the "Participant ").
Participant agree as follows:
1. Purpose of the Agreement.
The purpose of this Agreement is to effectuate the Redevelopment Plan (the
"Redevelopment Plan") for the Rancho Laguna Redevelopment Project No. the Project roj ea
Area') by providing for the development and use of certain real property
more particularly shown and described in Attachments 1 and 2 incorporated herein by this
reference and made a part hereof (the "Site "), as a shopping center development (the
"Development "). This Agreement is entered into for the purpose of development and not for
speculation in land holding.
The development of the Site pursuant to this Agreement, and the fulfillment
generally of the Agreement, are in the vital and best interests of the City of Lake Elsinore (the
"City ") and the health, safety, morals and welfare of its residents, and in accord with the
public purposes and provisions of the applicable federal, state and local laws and requirements
under which the Development is to be undertaken and is being assisted. The Site and the
various portions and phases of the Development are integrated, and the accomplishment and
the performance by the Agency and the Participant of the provisions of this Agreement are
substantial, significant factors in the successful accomplishment of the Development, without
which the Agency and the Participant would not have entered into this Agreement.
The Agency and the Participant agree that the Development will result in the
elimination of blight, and the generation of revenue, benefits and an enhancement of the
quality of the life of the present and future residents of the City which otherwise might not
occur to the same degree or which might not occur at all, or which might occur only at a
substantially later date in the absence of the implementation of the Redevelopment Plan by the
Agency. Hence the provisions hereof are acknowledged to be to the mutual benefit of both the
Participant and the Agency.
2. The Redevelopment Plan.
This Agreement is subject to the provisions of the Redevelopment Plan for the
Rancho Laguna Redevelopment Project No. II, which was approved and adopted in April,
1983 by the City Council of the City of Lake Elsinore. The Redevelopment Plan is
incorporated herein by reference and made a part hereof.
Any amendment to the Redevelopment Plan which changes the uses or
development permitted on the Site or otherwise changes the restrictions or controls that apply
to the Site or otherwise adversely affects the Participant's obligations or rights under this
Agreement shall require the consent of the Participant. No other amendment to the
Redevelopment Plan shall require the consent of the Participant, but a copy of such
amendment shall be provided to the Participant within 10 days following its effectiveness.
Lo:
0PA\2.16 \G190\048
PAC_ -U _ (4
The Proiect Area.
Plan. The Project Area is located in the City and is described in the Redevelopment
4. The Site.
The Site is that portion of the Project Area shown on Attachment No. "1 ", and
which is legally described in Attachment No. "2" incorporated herein by this reference and
made a part of this Agreement. The Site is presently owned by the Participant and, after
conveyance of the Redeveloper's Property to the Redeveloper pursuant to the DDA, the Site
shall consist of approximately 35 gross acres of land.
5. Parties to the Agreement
5.1. The Agency.
The Agency is a public body, corporate and politic, exercising
governmental functions and powers, and organized and existing under Chapter 2 of the
Community Redevelopment Law of the State of California. The offices of the Agency are
located at 130 South Main Street, Lake Elsinore, California 92530.
The "Agency" as used in this Agreement includes the Lake Elsinore
Redevelopment Agency and any assignee of or successor to its rights, powers and
responsibilities.
5.2. The Participant.
The Participant is Oak Grove Equities, a California limited partnership,
and its successors and assigns. The principal office of the Participant for purposes of this
Agreement is 12625 High Bluff Drive, Suite 304, San Diego, California 92130.
All of the terms, covenants and conditions of this Agreement shall be
binding on and shall inure to the benefit of the Participant and the successors and assigns of the
Participant according to their terms and application. Wherever the term the "Participant" is
used herein, such term shall include any nominee, assignee or successor in interest of the
Participant.
6. Financing.
In order to induce the Participant to undertake the development of the Site as
herein provided, the Agency agrees to reimburse the Participant for a portion of (a) the cost of
construction of the Offsites (as hereinafter defined), (b) the cost of the Development Impact
Fees (as hereinafter defined) and (c) the cost of the Public and Transitional Grading (as
hereinafter defined) in accordance with the Method of Financing attached hereto, labeled
Attachment No. "3" and incorporated herein by reference, in the total amount of $1,800,000.
7. Scope of Development.
The Participant agrees to develop the Site as a quality shopping center. The
Participant further agrees to construct or cause to be constructed the offsite improvements
( "Offsites ") and the public and transitional grading ( "Public and Transitional Grading ") in
accordance with the Description of Offsites and Public and Transitional Grading, attached
hereto as Attachment No. "4 ", and incorporated herein by reference. In connection with the
OPM24MG190 \048
:a
ti^
PAC=IL Gam,_
development of the Shopping Center, the Participant shall pay to the City and to other
interested public agencies, the development impact fees ( "Development Impact Fees ") in
accordance with the description of Development Impact Fees, attached hereto as Attachment
No. "Y and incorporated herein by reference. The Agency and the Participant agree that the
cost of the Offsites, the Public and Transitional Grading and the Development Impact Fees
shall exceed $1,800,000, and that the Agency's reimbursement to the Participant shall be
limited to $1,800,000.
8. Cost of Construction.
The cost of developing the Site and constructing all improvements on and off of
the Site as required by this Agreement shall be borne by the Participant, except as otherwise
expressly set forth in this Agreement and its Attachments.
9. Schedule of Performance.
The Participant shall commence and complete construction of the Offsites and
the Public and Transitional Grading according to such a schedule as shall accommodate the
commencement and completion of the Shopping Center.
10. Indemnification and Bodilv Iniury and Property Damaee In—surance.
During the period commencing with any preliminary work by the Participant or
others on any portion of the Site, and until such time as the Agency has issued a Certificate of
Completion with respect to the construction of the improvements on the Site, the Participant
shall defend, indemnify and hold the Agency and the City and their respective officers,
directors, agents, servants, employees and contractors harmless from and against all liability,
loss, damage, costs, or expenses (including reasonable attorneys' fees and court costs) arising
from or as a result of the death of any person or any accident, injury, loss, or damage
whatsoever caused to any person or to the property of any person which shall occur on the Site
and which shall be caused by any acts done thereon or any errors or omissions of the
Participant or its officers, directors, agents, servants, employees or contractors. The
Participant shall not be responsible for (and such indemnity shall not apply to) any acts, errors,
or omissions of the Agency or the City, or their respective officers, directors, agents, servants,
employees or contractors.
Prior to commencement of construction, the Participant shall furnish or cause to
be furnished to the Agency, certificates of bodily injury and property damage insurance
policies in the amount of at least $1,000,000 combined single limits, naming the Agency and
the City as additional insureds and covering all operations of the Participant arising out of or
related to subject matter of this Agreement. Such policies shall not be subject to cancellation,
reduction in coverage or non - renewal except after notice in writing shall have been sent to the
Agency. The requirements of this Section shall terminate on the completion of the Offsites
and the Public and Transitional Grading.
11. Rights o,_ f Access.
Representatives of the Agency and the City shall have the reasonable right of
access to the Site or portions thereof under the control of the Participant without charge, at
normal construction hours during the period of construction, for the purpose of inspecting the
work being performed in constructing the improvements. Such representatives of the Agency
shall be those who are so identified in writing by the Executive Director of the Agency. Any
damage of injury to the Site resulting from the activities of the Agency representatives present
at the Site pursuant to this Section shall be promptly repaired at the sole expense of the
OPA\2- 16 \G190 \048
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Agency. The Agency shall indemnify and hold the Participant harmless for any claims or
liabilities arising out of activities attributable to the Agency representatives present at the Site
pursuant to this Section.
12. Applicable Laws.
The Participant shall carry out or cause to be carried out the construction of all
improvements in conformance with all applicable laws.
13. Taxes Assessments Encumbrances and Liens.
The Participant shall pay when due all real property taxes and assessments
assessed and levied on its interest in the Site from time to time. Nothing herein contained shall
be deemed to prohibit the Participant from contesting the validity or amount of any tax or
assessment.
14. Approvals.
On request of the Participant, the Agency, to the extent permitted by law,
agrees to initiate and pursue for final consideration, and agrees to use its best efforts to cause.
the City to initiate and pursue for final consideration, at the earliest practicable date, all actions
and proceedings within their respective jurisdiction which may be necessary or desirable for
commencement or completion of construction of the Offsites, the Public or Transitional
Grading, the improvements on the Site, the occupancy of the improvements on the Site, and /or
the provision of any financing contemplated hereby.
At the request of the Participant, the Agency shall, within 10 days, certify in
writing that, to the best of its knowledge, (a) this Agreement is in full force and effect and is a
binding obligation of the certifying party, (b) this Agreement has not been amended or
modified, except as is expressly provided in such estoppel certificate and (c) no default in the
performance of the requesting party pursuant to this Agreement exists, except as is expressly
provided in such estoppel certificate.
15. Holder Not Obligated to Construct Improvements
The holder of any mortgage, deed of trust or other security interest in the Site
shall in no way be obligated by the provisions of this Agreement to construct or complete
construction of the improvements or to guarantee such construction or completion.
16. Notice of Default to Mortgagee Deed of Trust or Other Security merest
Holder: Right to Cure.
Whenever the Agency shall deliver any notice or demand to the Participant with
respect to any breach or default by the Participant in completion of construction of the
improvements, the Agency shall at the same time deliver to each holder of record of any
mortgage, deed of trust or other security interest authorized by this Agreement a copy of such
notice or demand. Each such holder shall (insofar as the rights of the Agency are concerned)
have the right, at its option within 90 days after the receipt of the notice, to cure or remedy or
commence to cure or remedy any such default.
OPA\2 -16 \0190 \048
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17. Certificate of Completion.
Promptly after completion of construction and development of the Offsites, the
Public and Transitional Grading and the improvements on the Site or any legally subdivided
portion thereof, the Agency at its own expense shall furnish the Participant with a Certificate
of Completion, in the form attached hereto as Attachment No. "6 ", and incorporated herein by
reference, on written request therefor by the Participant. The Agency shall not unreasonably
withhold any such Certificate of Completion. Such Certificate of Completion shall be in such
form as to permit it to be recorded in the Offi- e of the Recorder of Riverside County.
A Certificate of Completion shall be, and shall so state, conclusive
determination of satisfactory commencement and completion of the construction required by
this Agreement and of full compliance with the terms hereof. The Agency shall also furnish
the Participant with a Certificate of Completion for portions of the improvements on the Site
as they are properly completed and ready to use. After issuance of such Certificate of
Completion, any parry then owning or thereafter purchasing, leasing or otherwise acquiring
any interest in the Site shall not (because of such ownership, purchase, lease or acquisition),
incur any obligation or liability under this Agreement with respect to the commencement and
completion of construction for which such Certificate of Completion is issued, except that such
party shall be bound by any covenants contained in Section 18. of this Agreement. Except as
otherwise provided herein, after issuance of a Certificate of Completion for the Site or any
legally subdivided parcel thereof, neither the Agency, the City nor any other person shall have
any rights, remedies or controls that it would otherwise have or be entitled to exercise under
this Agreement as a result of a default in or breach of any provision of this Agreement relating
to the commencement or completion of construction, and the respective rights and obligations
of the parties with reference to the Site or any legally subdivided parcel thereof shall be limited
thereafter to those set forth in Section 18. of this Agreement.
The Agency shall not unreasonably withhold or delay the issuance of any
Certificate of Completion. If the Agency refuses or fails to furnish a Certificate of
Completion after written request from the Participant the Agency shall, within 15 days after
such written request, provide the Participant with a written statement of the reasons the
Agency refused or failed to furnish a Certificate of Completion. The Statement shall also
contain the Agency's opinion of the action the Participant must take to obtain a Certificate of
Completion. If the reason for such refusal is confined to the immediate availability of specific
minor finish items or materials, the Agency shall issue its Certificate of Completion on the
posting of a bond by the Participant with the Agency in an amount representing the fair value
of the work not yet completed. If the Agency shall have failed to provide such written
statement within said 15 day period, the Participant shall be deemed entitled to the Certificate
of Completion, and the Agency shall issue the same within 5 days after the Participant makes a
demand therefor.
Such Certificate of Completion shall not constitute evidence of compliance with
or satisfaction of any obligation of the Participant to any holder of any mortgage, or any
insurer of a mortgage securing money loaned to finance the improvements, or any part thereof.
Such Certificate of Completion shall also not constitute a notice of completion as referred to in
the California Civil Code, Section 3093.
18. Construction Maintenance Use Discrimination.
The Participant covenants and agrees for itself, its successors, its assigns and
every successor in interest to the Site or any part thereof, that the Participant, such successors
and such assignees shall:
OPAU- 16 \GI90 \048
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A. Cause the Offsites and the Public and Transitional Grading to be
constructed as required by this Agreement, including Attachment No. "4 ".
B. Not on origin, sex, marital status, creed orsrel religion thetconstruct on, sale,clease or rentalal or national
the
use or occupancy of the Site, or any improvements to be erected thereon, or any portion
thereof, and not establish or permit any such practise of discrimination or segregation with
reference to the selection, location, use or occupancy of tenants, lessees, sub - tenants, sub-
lessees or vendees of the Site.
by C. Site to the uses authorized or allowed by the Devote
Commercial land usetde ignationyof ttherfC tyinany or
permits for the Site, this Agreement and the Redevelopment Plan.
condition. D. Maintain the Site and the improvements on the Site in good
19. Effect and Duration of Covenants.
The covenants established in this Agreement shall, without regard to technical
classification and designation be binding for the benefit and in favor of the Agency, its
successors and assigns, the City and any successor in interest to the Site or any part thereof.
The covenant contained in Paragraph A of Section 18. shall remain in effect until the
completion of the Offsites and the Public and Transitional Grading in accordance with this
Agreement. The covenant contained in Paragraph B. of Section 18. shall remain in perpetuity.
The covenants contained in Paragragh C. and Paragraph D. of Section 18. shall remain in
effect until the expiration date of the Redevelopment Plan or any extension thereof.
20. Legal Actions.
All legal or equitable actions brought under or with respect to this Agreement
shall be instituted in the Superior Court of the County of Riverside, State of California, in any
other appropriate court in that County, or in the Federal District Court in the Central District
of California, at the election of the Participant.
The laws of the State of California shall govern the interpretation and
enforcement of this Agreement.
The rights and remedies of the parties shall be limited to the remedies set forth
in Section 21. Except as otherwise expressly provided for in this Agreement, neither the
Agency nor the Participant shall have the right to terminate this Agreement.
21. Snecial Remedies and Rights.
The following are special optional remedies of the parties:
A. The Participant at its option may pursue the remedy of specific
performance against the Agency, pursue a claim for damages against the Agency or terminate
this Agreement if the Agency defaults and fails to perform any term or provision of this
Agreement in the manner required by this Agreement and within the time established therefor
in this Agreement (or if no time is established therefor in this Agreement, then within a
reasonable time), and any such failure is not cured within 15 days after written demand by the
Participant. In the event of any termination pursuant to this Section, neither the Agency nor
OPA\2- 16\G190 \048
the Redeveloper shall have any further rights against or liability to the other under this
Agreement or under the Method of Financing.
B. The Agency at its option may pursue the remedy f specific
performance against the Participant or terminate this Agreement if the Participant de
and
fails to perform any term or provision of this Agreement in the manner required by this
Agreement and within the time established therefor in this Agreement, and any such failure is
not cured within 30 days after written demand by the Agency; provided, however that if the
nature of the failure is such that it cannot reasonably be cured within 30 days after written
demand by the Agency, then the Participant shall not be deemed to be in default under this
Agreement if during such 30 day period, the Participant commences to cure the failure and
diligently continues in such cure. In the event of any termination pursuant to this Section,
neither the Agency nor the Developer shall have any further rights or liability to the other
under this Agreement or under the Method of Financing.
The Agency is deemed the beneficiary of the terms and provisions of this
Agreement and the covenants running with the land, both for and in its own public or the
purpose of protecting the interests of the community and other parties, p or private, in
whose favor and for whose benefit this Agreement and the covenants running with the land
have been provided. This Agreement and the covenants shall run in favor of the Agency
without regard to whether the Agency has been, remains, or is an owner of any land or interest
in the Project Area. The Agency shall have the right if the covenants against racial
discrimination are breached, to exercise all rights and remedies, and to maintain any actions or
suits at law or in equity, or other proper proceedings to enforce the curing of such breaches to
which it or any other beneficiaries of this Agreement and covenants are entitled.
Notwithstanding the foregoing, after any conveyance of the Site or any legally
subdivided parcel thereof by the Participant, the Participant shall no longer be liable for the
performance of the foregoing covenants.
23. Notices Demands and Communications Between the Parties.
Formal notices, demands and communications between the Agency and the
Participant shall be sufficiently given if dispatched by registered or certified mail, postage
prepaid, return receipt requested, or by overnight mail delivery service, to the principal offices
of the Agency and the Participant. Such written notices, demands and communications may be
sent in the same manner to such other addresses as either parry may from time -to -time
designate by mail. In all cases, notices, demands and communications shall be deemed given
on receipt or rejection.
24. Conflict of Interest.
No member, official or employee of the Agency shall have any personal
interest, direct or indirect, in this Agreement nor shall any such member, official or employee
participate in any decision relating to the Agreement with affects his personal interests or the
interests of any corporation, partnership or association in which he is directly or indirectly
interested.
OPA\2- 16 \GI90 \048
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25. Nonliability of the Agency Officials and Fmplovees.
No member, official or employee of the Agency shall be personally, liable to
the Participant, or any successor in interest, in the event of any default or breach by the
Agency or for any amount which may become due to the Participant or successor or on any
obligations under the terms of this Agreement.
26. Enforced Delay- Extension of Times of Performance.
In addition to specific provisions of this Agreement, performance by either
Party hereunder shall not be deemed to be in default where delays or defaults are due to
governmental restrictions or priority; litigation; acts of the other party; acts or failure to act of
any public or governmental agency or entity (except that the acts or failure to act of the
Agency shall not excuse performance by the Agency) or any other causes reasonably beyond
the control or without the fault of the parry claiming an extension of time to perform. An
extension of time for any such cause shall only be for the period of the enforced delay, which
period shall commence to run from the time of the commencement of the cause. If, however,
notice by the patty claiming such extension is sent to the other party more than 30 days after
the commencement of the cause, the period shall commence to run only 30 days prior to the
giving of such notice. Times of performance under this Agreement may also be extended in
writing by mutual agreement of the Agency and the Participant.
27. Inspection of Books and Records.
The Agency shall have the right at all reasonable times to inspect the books and
records of the Participant pertinent to the purposes of this Agreement. The Participant also
shall have the right at all reasonable times to inspect the books and records of the Agency
pertinent to the purposes of this Agreement.
28. Approval by the Agency.
Wherever the consent or approval is required of any parry hereunder, such
consent or approval shall not unreasonably be withheld. Wherever a party has the right to
request documents, information, reports or other matters under this Agreement, such requests
shall be reasonable. Failure by the Agency to either approve or disapprove any matter within
a reasonable time shall be deemed an approval.
29. Legal Challenge.
The Agency shall defend against any legal or equitable challenge to, or attempt
to overturn or nullify by initiative or referendum, this Agreement, the Method of Financing
and /or the sale and use tax ordinances to be adopted by the Agency and the City as provided
for herein. Neither the Agency nor the Participant shall bring or cause to be brought any
action to determine the validity of this Agreement or any other agreement between the Agency
and the Participant that pertains to the Site or any portion thereof.
30. Indemnification. Representatives of the Agency and the City shall have the
reasonable right of access to the Site or portions thereof under the control of the Participant
without charge, at normal construction hours during the period of construction, for the purpose
of inspecting the work being performed in constructing the improvements. The Agency shall
indemnify and hold the Redeveloper harmless from any claims or liabilities arising out of
activities attributable to the Agency representatives present at the Site pursuant to this Section.
OPA\2.16\G190 \048
a.
31. Entire Agreement. This Agreement is executed in 3 duplicate originals, each of
which is deemed to be an original.
This Agreement integrates all of the terms and
incidental hereto, and supersedes all negotiations or previous
with respect to all or portion of the subject matter hereof.
All waivers of the provisions of this Agreement shall be in writing and signed
by the appropriate authorities of the Agency or the Participant, and all amendments hereto
the
shall be in writing and signed by the appropriate authorities of Agency and the Participant.
32. Time of Essence. This Agreement, when executed by the Participant and
delivered to the Agency, must be authorized, executed and delivered by the Agency not later
than January 29, 1993 or this Agreement shall be void, except to the extent that the Participant
shall consent in writing to a further extension of time for the authorization, execution and
delivery of this Agreement. The effective date of this Agreement shall be the date when this
Agreement has been executed by the Agency.
conditions mentioned herein or
agreements between the parties
Dated: _, 1993
AGENCY
LAKE ELSINORE
REDEVELOPMENT AGENCY
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APPROVED AS TO FORM AND SUBSTANCE
ounsel or the Agency
ATTEST
ecretary of Lake
Elsinore Redevelopment Agency
PARTICIPANT
OAK GROVE EQUITIES, a California limited
partnership
By:
Its:
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I DESCRIPTION
PARCEL 1: (363 -140 -009, 035, 036, 039)
THAT PORIICN OF Tn SOJTHEAST ONE QUARTER OF SECTICN 9, TOWNSHIP 6 SOUTH, RANGE 4
WEST, SAJ BERNARD00 MERIOI)u :, AS SHOW:: BY UNITED STATES GOVERNMENT SURVEY
APPROVED AUGUST 25, 11580 AND THOSE PPORTIONS OF THE FOLLOWING:
S. A. STEWAATS ADDITION TO ELSINORE AS SHOW: BY MAP ON FILE IN BOOK 2, PAGE 102 OF
MAPS, SAN DIEGO COUNTY RECORDS; TOGETHER WITH ALL VACATED STREETS AND ALLEYS
INCLUDED THEREIN; J. W. CLAYTON'S FIRST ADDITION TO ELSINORE AS SHOWN BY MAP ON
FILE IN BOOK 2, PAGE 141 OF MAPS, SAN DIEGO COUNTY RECORDS; TOGETHER WITH ALL
VACATED STREETS AND ALLEYS INCLUDED THEREIN; AND HEALD'S FIRST ADDITION TO
ELSINORE, AS SHOWN BY .MAP ON F_LE IN BOOK 4, PAGE 205 OF MAPS, SAN DIEGO COUNTY
RECORDS; TOGETHER WITH ALL VACATED STREETS AND ALLEYS INCLUDED THEREIN; INCLUDED
WITHIN THE SAID SOUTHEAST ONE QUARTER OF SAID SECTION, RECORDS OF SAID COUNTY
LYING WITHIN THE FOLLOWING DESCRIBED LINES:
COMMENCING AT THE SOUTHEASTERLY CORNER OF SAID SECTION 9 MARKED WITH A TWO INCH
IRON PIPE; THENCE ALONG THE EASTERLY LINE OF SAID SECTION, NORTH 0 DEGREES 17' 00"
WEST 203.64 FEET TO A NON - TANGENT CURVE CONCAVE SOUTHWESTERLY AND HAVING A RADIUS
OF 2540.00 FEET FROM A TANGENT BEARING NORTH 27 DEGREES 51' 25" WEST SAID POINT
BEING THE TRUE POINT OF BEGINN :NG; THENCE NORTHWESTERLY ALONG SAID CURVE THROUGH
AN ANGLE OF 10 DEGREES 36' 31" A DISTANCE OF 470.30 FEET; THENCE NORTH 38 DEGREES
27' 56" WEST 943.81 FEET TO A TANGENT CURVE TO THE RIGHT HAVING A RADIUS OF
1960.00 FEET) THENCE NORTHWESTERLY ALONG SAID CURVE THROUGH AN ANGLE OF 6 DEGREES
27' 56" A DISTANCE OF 221.18 FEET/ THENCE NORTH 32 DEGREES 00' 00" WEST 661.25
FEET TO A TANGENT CURVE TO THE RIGHT HAVING A RADIUS OF 960.00 FEET; THENCE
NORTHWESTERLY ALONG SAID CURVE THROUGH AN ANGLE OF 16 DEGREES 30' 00" A DISTANCE
OF 276.46 FEET; THENCE NORTH 15 DEGREES 30' 00" WEST 197.51 FEET TO A TANGENT
CURVE TO THE LEFT HAVING A RADIUS OF 540.00 FEET; THENCE NORTHWESTERLY ALONG SAID
CURVE THROUGH AN ANGLE OF 20 DEGREES 19' 22" A DISTANCE OF 191.54 FEET; THENCE
NORTH 12 DEGREES 41' 14" EAST 10.03 FEET TO THE NORTH LINE OF THE SOUTHEAST
QUARTER OF SAID SECTION 9, THENCE ALONG THE NORTH LINE OF SAID SOUTHEAST QUARTER
SOUTH 89 DEGREES 51' 00" EAST TO THE INTERSECTION OF SAID NORTH LINE WITH THE
SOUTHWEST LINE OF RAILROAD CANYON ROAD, 80 FEET IN WIDTH, AS SAID RAILROAD CANYON
ROAD IS SHOWN ON A MAP NO. 30X, IN THE OFFICE OF THE RIVERSIDE COUNTY SURVEYOR,
THENCE SOUTHEASTERLY ALONG SAID SOUTHWEST LINE OF RAILROAD CANYON ROAD TO THE EAST
LINE OF SECTION 9; THENCE SOUTH ALONG SAID EAST LINE TO THE POINT OF BEGINNING.
EXCEPTING THAT PORTION LYING SOUTH OF THE CENTERLINE OF RAILROAD AVENUE AS SHOWN
0 :7 THE MAP OF HEALD'S FIRST ADDITION TO ELSINORE.
PARCEL 2: (363 -:70 -001)
T.F.A'. PORTION OF THE SOUTHEAST QUARTER OF SECTION 9, TOWNSHIP 6 SOUTH, RANGE 4
WEST, SAN 6ERM.44DINO MERIDIAN, DESCRIBED AS FOLLOWS:
COMMENCING AT THE CENTER OF SAID SECTION 9 MARKED BY A 2 -INCH IRON PIPS; THENCE
ALONG THE NORTH LINE OF SAID SOUTHEAST QUARTER OF SECTION 9 SOUTH 89 DEGREES S1'
00" EAST 101.4.62 FEkl; THENCE SOUTH 12 DEGREES 41' 14" WEST 10.03 FEET TO A
NON - TANGENT CURVE CONCAVE SOUTHWE5:ERLY AND HAVING A RADIUS OF 540 FEET; THENCE
A77ACHMENT NO. "2"
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SOUTHEASTERLY ALONG SAID CURVE THROUGH AN ANGLE OF 20 DEGREES 19' 22" A DISTANCE
OF 191.54 FEET_; THENCE SOUTH 15 DEGREES 30' 00" EAST 179.43 FEETI THENCE SOUTH 74
DEGREES 30' 00" WEST 70.CO FEET TO THE POINT OF BEGINNING! THENCE NORTH 15 DEGREES
30' OU" WEST 179.43 FEET TO A TANGENT CURVE CONCAVE SOUTHWESTERLY AND HAVING A
RADIUS OF 470 FEET; THENCE NORTHWESTERLY ALONG SAID CURVE THROUGH AN ANGLE OF 18
DEGREES 36' 14" A DISTANCE OF '_52.61 FEET; THENCE NORTH 70 DEGREES 01' 19" WEST
30.64 FEET TO COURSE "A" BEING A NON- TANGENT CURVE CONCAVE SOUTHEASTERLY AND
HAVING A RADIUS OF 695 FEETI THENCE SOUTHWESTERLY ALONG SAID COURSE "A" THROUGH AN
ANGLE OF 8 DEGREES 40' 36" A DISTANCE OF 105.25 FEET TO COURSE "B "; THENCE ALONG
COURSE "B" SOUTH 31 DEGREES 44' 58" EAST 307.58 FEET: THENCE NORTH 58 DEGREES 15'
02" EAST 50.00 FEET TO THE POINT OF BEGINNING.
METHOD OF FINANCING
1. Reimbursement. Subject to the opening for business of the first store, shop,
restaurant or other business on the Site, the Agency shall reimburse the Participant for a
portion of the cost of construction of the Offsites, the Public and Transitional Grading and the
Development Impact Fees, in the agreed amount of $1,800,000 (the "Reimbursement "). It is
the intent of the parties to establish Sales Tax Revenue (as defined below) as a measuring
device to determine the amounts of payments due hereunder, but to allow the Agency the
flexibility to make the payments due hereunder from any and all sources of revenue available
to the Agency.
2. Interest Rate. Interest on the unpaid principal balance of the Reimbursement
shall accrue at the rate of 7% simple interest per annum, commencing on the date the first
store, shop, restaurant or other business on the Site opens for business to the public, and
continuing thereafter until the principal and interest are paid in full or the Agency's obligation
is forgiven and discharged as set forth in Section 4. below.
3. Installment Payment. The Agency shall make installment payments of principal
and interest to the Participant at the times and subject to the other terms and conditions herein
set forth.
3.1 Installment payments of principal and interest shall be payable annually,
in arrears and without offset or demand, during the term of this Method of Financing: (i)
commencing on the January 30th next following the last day of the first calendar year ( "Year ")
in which a store, shop, restaurant or other business opens for business (the "First Payment
Date ") and (ii) continuing on the January 30th next following the last day of each subsequent
Year, through and including the 19th Year after the First Payment Date (individually, a
"Payment Date" and collectively, the "Payment Dates ").
3.2 On each Payment Date, the Agency shall pay to the Participant a sum
equal to the "Participant's Share" (as hereinafter defined) of all sales and use tax revenue paid
to or received by the City and /or the Agency ( "Sales Tax Revenue ") based on sales at or from
the Site during the Year for which such installment payment is made.
3.3 As used herein, the term "Participant's Share" shall mean a sum to be
determined as follows:
For each calendar year:
(a) the City and /or the Agency shall be entitled to retain the first
$200,000 of Sales Tax Revenue based on sales at or from (i) the Site and (ii) the
approximately 13 acre site adjacent to the Site (the "Wal -Mart Property"), on which Wal -Mart
Stores, Inc. intends to construct a Wal -Mart store (the Site and the Wal -Mart Property may be
collectively referred to as the "Shopping Center ");
(b) Until the next $200,000 of Sales Tax Revenue has been paid to or
received by the City and /or the Agency based on sales at or from the Shopping Center,
whether at or from the Site or the Wal -Mart Property, the Participant shall receive a sum equal
to 100% of the Sales Tax Revenue based on sales at or from the Site.
ATTACHMENT NO. 113"
OWNER PARTICIPATION AGREEMENT
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. 15�
(c) the Participant shall receive a sum equal to 50% of all additional
Sales Tax Revenue based on sales at or from the Site.
The Agency and the Participant agree that the Participant's Share shall
not include any portion of the first $200,000 of the Sales Tax Revenue based on sales at or
from the Shopping Center (on an annual basis) and, if with respect to any calendar Year, the
Sales Tax Revenue based on sales at or from the Shopping Center is less than $200,000, then
the Participant's Share with respect to that Year shall be zero.
3.4 Notwithstanding any provision hereof to the contrary, the Agency shall
have the right to make the payments required by this Method of Financing from any and all
sources of revenue available to the Agency, including without limitation Sales Tax Revenue,
ad valorem property tax revenue, and any franchise taxes, business license fees or similar taxes
or fees paid to or received by the Agency.
3.5 As used in this Method of Financing, Sales Tax Revenue which is based
on sales at or from the Site or the Shopping Center shall be deemed to include only sales
which occur at the Site or the Shopping Center and sales which occur elsewhere, if they are
initiated at the Site or the Shopping Center and if the situs of the sale is within the City's
corporate limits.
3.6 If the Sales and Use Tax Law is repealed or modified after the date of
this Method of Financing and if, as a result, the Agency's part of the Sales Tax Revenue
which is based on sales at or from the Site is totally or partially replaced with another source
of revenue, then the Agency's obligation to make installment payments shall continue to accrue
and the limitations in this Method of Financing on the Agency's obligation to make installment
payments shall be deemed modified and shall thereafter be based on any form of tax or
revenue which the Agency receives with regard to the applicable Year, in total or partial
replacement of the Sales Tax Revenue. In addition, in the event of any such change, the
Agency and the Participant shall fully cooperate with one another in amending the Agreement
and this Method of Financing as is necessary or appropriate to facilitate the timely and full
payment of principal and interest under the Agreement and this Method of Financing, so the
intent of the Agreement and this Method of Financing can be attained.
3.7 All installment payments under this Method of Financing shall reduce
accrued interest first and then the unpaid principal until the principal and interest due
hereunder is paid in full, or the Agency's obligation is forgiven and discharged as set forth in
Paragraph 4. below or is otherwise properly terminated.
4. Forgiveness andDischarge of Balance of Obligation. In the event that a sum
equal to the Participant's Share of the Sales Tax Revenue is insufficient to enable the Agency
to fully satisfy and discharge the amount of principal and interest on this Method of Financing
on or before the 20th Payment Date, any and all principal and interest on this Method of
Financing remaining unpaid shall be forgiven and discharged, and no liability of the Agency
for the nonpayment of such principal or interest shall result in any manner whatsoever.
5. Pretayment. The Agency shall have the right at any time to prepay all or any
portion of the unpaid principal balance owing under this Method of Financing.
6. General Provisions. All sums payable hereunder shall be due and payable in
lawful money of the United States of America. In the event any installment due hereunder is
.s
._ 1
not paid by the Agency within 15 days after it is due, such installment shall bear interest from
and after such date at the rate of 10% per annum or the maximum legal rate, whichever is less,
until paid. If any action is instituted to enforce this Method of Financing, the losing party in
any such action promises to pay reasonable attorneys' fees and costs and expenses. This
Method of Financing has been executed in the State of California and shall be construed and
interpreted according to the laws of the State of California.
7. Defined Terms. Terms not defined herein shall have the meaning ascribed in
the Agreement.
to _VU
OFFSITES AND PUBLIC AND TRANSITIONAL GRADING
Street Improvements
A.C. pavement (4" thick)
Aggregate base (10" thick)
Fog seal
8" curb and gutter
6" median curb
Cross gutter and spandrel
Landscape
Street trees
Street lights
Sewer Improvements
8" sewer line
Manholes
Water Improvements
16" waterline
16" waterline under bridge
Fire hydrant assembly
Miscellaneous fittings
Storm Drain Improvements
39" RCP storm drain
21" RCP storm drain
Catch basin
Junction structure
Grading
All public right -of -way grading required for the above - described improvements, as well as all
grading necessary to transition from the public right -of -way grade to the ultimate grade of the
Site.
ATTACHMENT NO. "4"
OWNER PARTICIPATION AGREEMENT
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DEVELOPMENT IMPACT FEES
Storm Drain Capital Improvement Fund Fee
Street Capital Improvement Fund Fee
Street Capital Improvement Fund Fee (maintenance)
Water Connection Fees (EVWMD)
I" meter
2" meter
3" meter
Sewer Connection Fees (EVMWD)
Regional plant capacity
Sewer line capacity
Reclamation
Art Nelson reimbursement
Railroad Canyon Road Assessment
ATTACHMENT NO. "5"
OWNER PARTICIPATION AGREEMENT
RECORDING REQUESTED BY AND
WHEN RECORDED MAIL TO:
Mark A. Ostoich, Esq.
GRESHAM, VARNER, SAVAGE,
NOLAN & TILDEN
600 N. Arrowhead Avenue
Suite 300
San Bernardino, CA 92401
CERTIFICATE OF COMPLETION
Whereas, by an Owner Participation Agreement dated , 1993 (the
"Agreement ") by and between the Lake Elsinore Redevelopment Agency (the ' Agency ") and
Oak Grove Equities, a California limited partnership, the Participant has satisfactorily
completed the construction of the Offsites, the Public and Transitional Grading and the
construction required to be completed by the Participant on the Site legally described on
Exhibit "A" attached hereto;
Whereas, pursuant to Section 18. of the Agreement, promptly after completion of such
construction work by the Participant, the Agency has agreed to furnish the Participant with a
Certificate of Completion on written request therefor by the Participant.
Whereas, the issuance by the Agency of said Certificate of Completion is conclusive
evidence that the Participant has complied with the terms of the Agreement pertaining to the
commencement and completion of the construction covered by said Certificate of Completion;
and
Whereas, the Agency has conclusively determined that the construction covered by said
Certificate of Completion has been satisfactorily commenced and completed as required by the
Agreement.
Now, therefore:
1. As provided in the Agreement, the Agency does hereby certify that development
of the Offsites, the Public and Transitional Grading and the Site or portion thereof legally
described in Exhibit "A" attached hereto, have been fully and satisfactorily commenced and
completed and performed, and that such development is in full compliance with the
Agreement.
2. Effective on the recordation of this Certificate of Completion, all of the
covenants, conditions and restrictions contained in the Agreement, except for the use and
maintenance covenants in Section 19.0 and Section 19.D of the Agreement and the covenants
against discrimination in Section 19.13 of the Agreement, shall terminate and become null and
void as to the Property. The use and maintenance covenants in Section 19.0 and Section 19.1)
of the Agreement shall remain until the expiration date of the Redevelopment Plan or any
extension thereof. The covenants against discrimination set forth in Section 19.13 of the
Agreement shall remain in perpetuity.
ATTACHMENT NO. "6"
OWNER PARTICIPATION AGREEMENT
'F:
In Witness Whereof, the Agency has executed this Certificate of Completion as of this
_ day of 19_
SIGNATURES FOLLOW
Lake Elsinore Redevelopment Agency
By:
Its:
Attest:
By:
Agency Secretary
STATE OF CALIFORNIA )
) SS.
COUNTY OF 1
On , 19 before me, the undersigned, a Notary Public in and for said
County and State, personally appeared , personally known to me (or
proved to me on the basis of satisfactory evidence) to be the person(s) whose name(s) is
subscribed to the within instrument and acknowledged to me that he executed the same in his
authorized capacity(ies), and that by his signature(s) on the instrument the person(s), or entity
upon behalf of which the person(s) acted, executed the instrument.
WITNESS my hand and official seal.
Notary Public
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