HomeMy WebLinkAboutItem No. 9CITY Or ,�
LADE 9 LSINORE
-�� DREA� arnnE
REPORT TO CITY COUNCIL
TO: HONORABLE MAYOR
AND MEMBERS OF THE CITY COUNCIL
FROM: THOMAS P. EVANS
INTERIM CITY MANAGER
DATE: AUGUST 28, 2012
SUBJECT: DEDICATION OF SUMMERLY GOLF COURSE
Recommendation
1. Authorize the Interim City Manager to reject the dedication of the
Summerly Golf Course. This action will keep the golf course in private
ownership on an ongoing basis.
2. Authorize the Interim City Manager to execute the attached Declaration
of Covenants, Conditions and Restrictions ( "CCR's ") related to the
Summerly Golf Course, subject to any minor modifications approved by
the City Attorney.
Background
The City has a one time option to accept dedication of the golf course and could
operate it as a municipal enterprise. Thus the operations of the Summerly Golf
Course was evaluated as a potential municipal enterprise. The evaluation was
performed by Mr. Michael Donovan of Donovan Bros. Golf LLC. Mr. Donovan's
company operates the General Old golf course for the March JPA as well as
others in southern California.
Discussion
Mr. Donovan reviewed financial records provided by McMillin Land Development
who currently own and operate Summerly Golf Course. Mr. Brian Milich of
AGENDA ITEM NO. 9
Page 1 of 12
Dedication of Summerly Golf Course
August 28, 2012
Page 2
McMillin Land Development gave permission for Mr. Donovan to visit the course
and discuss its operation with onsite personnel. He also met with Mr. Pat Kilroy
to understand the unique role of the lake in flood control and flood water
detention.
Mr. Donovan concludes that the course is well run and the costs are reasonable
with respect to the current operation. He discussed this with Thomas P. Evans
on August 6, 2012. As well as his impression of the course as a municipal
enterprise, there are various pros and cons to ownership of the golf course.
Pros
- Control of the operations as a municipal amenity
- Potential profit to support general fund activities
- City would control fees
- City gets property free of debt
Cons
- Need to hire operations employees or need to contract for operator
- Potential profit exceeded by operational risk and inability to predict when
revenue would exceed cost
- Creates new liability for the City
- Establishment of fees may be subject to prop 218
- CCR's covering private developer insures control of fees and public access
Based on the review and consideration of these pros and cons, it is
recommended that the golf course stay in private hands.
The Summerly Golf Course is a public amenity that needs to be retained. A new
Covenants, Conditions and Restrictions ( "CCR's ") has been prepared by the City
Attorney and agreed to by the developer is attached for your review. The parties
finalized this document with the goal to provide assurances that the golf course
would continue to be operated, professionally managed and open to the public.
McMillin Land Development is, in fact, actively marketing the golf course and
believes that they have a viable buyer. The updated CCR's would apply to the
new owner, as well as the current owner.
Prepared and
Approved by: Thomas P. Evan ``
Interim City Man
Attachment: Declaration of Covenants, Conditions and Restrictions
Page 2 of 12
RECORDING REQUESTED BY
AND WHEN RECORDED MAIL TO:
City of Lake Elsinore
130 S. Main Street
Lake Elsinore, California 92530
Attention: City Clerk
Project: Links at Summerly (Golf Course)
pace above for Recorder's Use Only)
This document is exempt from recording fees
pursuant to Government Code Section 27383
DECLARATION OF COVENANTS CONDITIONS
AND RESTRICTIONS
THIS DECLARATION OF COVENANTS, CONDITIONS AND RESTRICTIONS
(the "Declaration "), dated as of August 28, 2012, is entered by and between the McMILLIN
SUMMERLY, LLC, a Delaware limited liability company, ( "Owner ") and the CITY OF
LAKE ELSINORE, California municipal corporation ( "City ").
RECITALS
A. Owner owns certain real property located in the City of Lake Elsinore, County of
Riverside and legally described in Exhibit "A" attached hereto (the "Golf Course Property ").
B. The Golf Course Property is improved with an 18 -hole, links- style, regulation
golf course, driving range, practice facility, club house and related amenities, commonly known
as the Links at Summerly (the "Golf Course ").
C. City owns certain real property located in the City of Lake Elsinore, County of
Riverside commonly known as the Lake Elsinore Recreation Area and legally described in
Exhibit `B" attached hereto (the "City Property ").
D. Pursuant to that certain First Amended and Restated Development Agreement
between the City of Lake Elsinore and Laing -CP Lake Elsinore LLC, dated August 24, 2004 and
recorded with the Riverside County Recorder's Office on December 17, 2004 as Instrument No.
2004 - 1001282 (the "Development Agreement "), Section 1.19 thereto, the Golf Course, as
defined therein, must be offered for dedication to the City.
E. Owner is the successor in interest to Laing -CP Lake Elsinore LLC's interests and
to the rights and obligations under the Development Agreement which rights and obligations
were clarified by that certain First Operating Memorandum of Understanding dated November
23, 2010 by and between the City and the Owner.
CCRs Tanks at su,n nery Final Page 1 Page 3 of 12
F. As required by Section 1.19 of the Development Agreement, Owner has offered
to dedicate the Golf Course to the City.
G. In lieu of acceptance of the offer of dedication, the City and the Owner have
agreed to subject the Golf Course Property to certain conditions, covenants and restrictions as set
forth in this Declaration, which such conditions, covenants and restrictions are for the benefit of
the City Property and the City's residents, business owners, property owners and visitors.
H. The covenants, conditions and restrictions specified herein, and the fulfillment
generally of this Declaration, are in the best interest of the City and the health, safety, and
welfare of its residents, and in accord with the public purposes of the Development Agreement
under which the Golf Course was offered for dedication to the City.
I. The Recitals are a substantive part of this Agreement.
AGREEMENT
NOW, THEREFORE, the parties hereto agree and covenant as follows:
ARTICLE I
USE MANAGEMENT AND MAINTENANCE OF GOLF COURSE PROPERTY
Section 1. Use and Operation. Owner shall use and operate the Golf Course Property
as follows:
a. Unless otherwise approved by the City pursuant to applicable land use
regulations, the Golf Course Property shall be used solely as a golf course with related amenities,
open to the general public while in operation, and consistent with its flood storage functions and
this Declaration. No use of all or any portion of the Golf Course Property in a manner
inconsistent with this Declaration shall be permitted unless otherwise approved in writing by the
City following a noticed public hearing of the City Council to consider such alternative use or
modification of this Declaration. Nothing in this Declaration is intended to imply, nor shall it be
interpreted or construed to require, that Owner must engage in or continue the operation of a golf
course on the Golf Course Property if, in Owner's sole discretion, Owner deems it financially
infeasible to operate a golf course on the Golf Course Property.
b. The Golf Course shall be used and operated in a manner consistent with
the fact that the Golf Course Property serves primarily as flood storage capacity for the
surrounding properties, including the City Property, in accordance with the Lake Elsinore Lake
Management Plan and secondarily as a golf course. Accordingly, for example, the Golf Course
Property is subject to periodic flooding which will affect the days of operation, landscape quality
and playability in ways that another golf course, not subject to periodic flooding, would not
experience. Nothing contained in this Declaration shall be interpreted or construed to require
Owner to operate the Golf Course during times of flooding.
C. No use or operation shall be made, conducted or permitted on or with
respect to all or any part of the Golf Course Property that violates any local, state or federal law,
regulation or standard or that poses an unreasonable safety hazard, health risk or public nuisance.
CCRs Links at Summerly Final Page 2 Page 4 of 12
d. Owner shall have the right to adopt rules and regulations governing the
operation of the Golf Course, including days and hours of operation, consistent with the
regulations and customs common in the industry for similar public golf courses in and around
Riverside County and that do not conflict with the provisions of this Declaration.
Section 2. Management.
a. The Golf Course shall be operated, managed and maintained by a
professional golf course manager ( "Manager ") consistent with sound management and business
practices. Owner has contracted with CSC to manage the operations of the Golf Course. Owner
may, in its discretion, transfer the management and operation of the Golf Course, subject to the
prior written approval of the proposed transferee's qualifications by the City Manager of the
City, which approval will not be unreasonably withheld, conditioned or delayed. If the proposed
transferee possesses qualifications comparable or superior to those of CSC then approval of the
proposed transferee may not be withheld.
b. Management of the Golf Course may include, but is not limited to, (i)
executing and maintaining contracts appropriate for the ongoing management, maintenance and
operation of the Golf Course; (ii) retaining and managing consultants and other professionals and
personnel appropriate for the maintenance and operation of the Golf Course; and (iii) purchasing,
repairing and maintaining equipment and supplies for the Golf Course.
C. Management of the Golf Course Property shall include, without limitation,
operation of the current 18 -hole "links- style" golf course, as well as the driving range, practice
facility, club house, golf pro -shop and accessory structures and improvements. Owner may, in
its discretion, engage one or more managers to manage the Golf Course and the Golf Course
Property. Owner shall maintain at all times all necessary permits, business, health and liquor
licenses or other licenses, which may be required for the operation of the Golf Course. The Golf
Course shall be open to the general public and operated in accordance with all applicable laws
and regulations, but may be reserved for private functions and special events as determined by
Owner subject to all applicable requirements of the Lake Elsinore Municipal Code. The pro -
shop shall also be open to the general public and shall offer for retail sale or rental golf
merchandise, supplies and equipment appropriate to the operation of a public golf pro -shop, all
in varieties and quantities sufficient to meet the reasonable requirements of the public as
determined by the Owner.
Section 3. Maintenance.
a. The Golf Course shall be professionally kept and maintained in good
condition and state of repair and consistent with the standards and customs common in the
industry for similar public golf courses in and around Riverside County.
i. The course, including the greens, tees, fairways, rough, and
bunkers shall be maintained and prepared daily to provide quality playing
conditions consistent with its "links- style" design and taking into consideration
weather and/or flooding limitations.
CCRs Links at Summerly Final Page 3 Page 5 of 12
ii. The exterior and interior of the club house, including the
restaurant, bar, pro -shop, and restrooms and other structures, facilities and
equipment on the Golf Course Property shall be maintained in a clean, sanitary
and orderly condition and in a good state of repair subject to and consistent with
all applicable laws and regulations. All surface areas of the parking lots,
sidewalks and walkways shall be maintained in a good state of repair.
iii. Subject to the above requirements, the manner and method of
maintenance of the Golf Course Property shall be determined in the professional
and reasonable discretion of Owner and Manager.
Section 4. Nondiscrimination. Owner by and for itself and any successors in interest
shall not discriminate against or segregate any person or group of persons on account of race,
color, creed, religion, sex, marital status, handicap, national origin or ancestry in the sale, rental,
license, lease, sublease, transfer, use, occupancy, tenure or enjoyment of the Golf Course, nor
shall Owner itself or any person claiming under or through it, including tenants, subtenants,
vendees, concessionaires, contractors or consultants, establish or permit any such practice or
practices of discrimination or segregation. All leases, subleases, licenses and contracts
concerning the Golf Course shall contain or be subject to the nondiscrimination provisions of this
Section 4.
Section 5. Ownership Rights.
a. Except as otherwise expressly provided in this Declaration, Owner hereby
reserves the right to control each and every incident of the ownership of the Golf Course
Property ( "Ownership Rights "). The Ownership Rights include, but are not limited to, discretion
and control over the following: (i) the design and redesign, development, construction,
maintenance, modification, alteration, demolition, removal, refurbishment, reconstruction and
replacement of all improvements and facilities, and layout thereof, on the Golf Course Property,
(ii) the design, redesign, development, construction installation and layout of additional
improvements and facilities on the Golf Course Property; (iii) the management, operation and
use of the Golf Course Property; (iv) the availability of goods and /or services (including liquor)
at the Golf Course; (v) the fees charged for the use of the Golf Course and the charges for any
goods and /or services available at the Golf Course, provided, however, that such charges shall be
commercially reasonable; (vi) the manner and methods and level of maintenance of the Golf
Course; (vii) the establishment of rules and regulations regulating the use of and other activities
at the Golf Course; (viii) the availability of the Golf Course Property for special events subject to
the special event permit requirements of the Lake Elsinore Municipal Code, including, without
limitation, wedding receptions and other public or private meetings and events; (ix) the
existence, use and purpose of the Golf Course Property including, without limitation, the
operation of the Summerly Information Center; and (x) the availability of the Golf Course for
professional and/or other tournament play and access by the public to observe such tournament
play. Nothing in this Declaration is intended and it shall not be interpreted or construed to
restrict the full development, use, operation and enjoyment of the Golf Course Property by
Owner, provided however, that the foregoing Ownership Rights shall be subject to all applicable
local, state and federal laws and the exercise of the City's police powers, including but not
CCRs Links at Summerly Final Page 4 Page 6 of 12
limited to zoning and land use regulations, permits and approvals and imposition of building
requirements.
b. The Ownership Rights specifically include the right to sell, grant, transfer,
lease, sublease, encumber, hypothecate or otherwise convey ownership of the Golf Course
Property to any person or entity on such terms and conditions as Owner, in its discretion, deems
appropriate; provided however, that any transfer by Owner shall be subject to this Declaration
and shall require consent by the City Manager of the City, which consent shall not be
unreasonably withheld, conditioned or delayed. If the proposed transferee (or its proposed
managing agent) possesses qualifications comparable or superior to those of CSC as set forth in
Section2 above, approval may not be withheld.
Section 6. Perpetual Covenants. All of the covenants, conditions and restrictions
shall run with the Golf Course Property in perpetuity and shall be binding upon all parties having
or acquiring any right, title or interest in the Golf Course Property.
ARTICLE II
CITY PROPERTY
Section 1. Burdened Property and Benefited Propert y. For purposes of the use,
management and maintenance restrictions set forth in Article I, the Golf Course Property shall be
the burdened property and the City Property shall be the benefitted property.
ARTICLE III
Section 1. Remedies. Breach of the covenants contained in this Declaration may be
enjoined, abated or remedied by appropriate legal proceeding, including an action seeking
specific performance and /or other equitable relief.
Section 2. Rights of Owner. As a party to this Declaration, Owner has the right, but
not the obligation, to enforce all of the provisions of this Declaration.
Section 3. Rights of City. As a party to this Declaration, City has the right, but not
the obligation, to enforce all of the provisions of this Declaration. This Declaration does not in
any way infringe on the right or duties of the City to enforce any of the provisions of its
Municipal Code.
Section 4. Cumulative Remedies. The remedies herein provided for breach of the
covenants contained in this Declaration shall be deemed cumulative, and none of such remedies
shall be deemed exclusive.
Section 5. Failure to Enforce. The failure to enforce any of the covenants contained
in this Declaration shall not constitute a waiver of the right to enforce the same thereafter.
CCRs Links at summedy Final Page 5 Page 7 of 12
ARTICLE IV
GENERAL PROVISIONS
Section 1. Severability. Invalidation of any one of these covenants or restrictions by
judgment or court order shall in no way affect any other provisions which shall remain in all
force and effect.
Section 2. Construction. The laws of the State of California shall govern the
interpretation and enforcement of this Declaration. Except as otherwise provided herein, the
provisions of this Declaration shall be liberally construed. The article and section headings have
been inserted for convenience only, and shall not be considered or referred to in resolving
questions of interpretation or construction.
Section 3. Amendments. This Declaration may not be waived, modified or
rescinded, in whole or in part, except by written instrument duly recorded in the Office of the
County Recorder of Riverside County, after first being duly signed and acknowledged by Owner
and City.
Section 4. No Subordination. This Declaration shall not be subordinate to any deed
of trust or other lien recorded against the Golf Course Property following the recordation hereof.
Section 5. Notices. Any notice permitted or required to be delivered as provided
herein from one party to another shall be in writing and may be delivered either personally or by
registered or certified mail, return receipt requested as follows:
If to City: City of Lake Elsinore
130 S. Main Street
Lake Elsinore, CA 92530 -4163
Attn: City Manager
With Copy To: Leibold McClendon & Mann, P.C.
23422 Mill Creek Drive
Suite 105
Laguna Hills, CA 92653
Attn: Barbara Z. Leibold, Esq.
Barbara @CEQA.com
If To Owner: McMillin Summerly LLC
c/o The Corky McMillin Companies
2750 Womble Road
San Diego, CA 92106
Attn: Brian Milich
BMilich @McMillin.com
CCRs Links at summerly Final Page 6 Page 8 of 12
With Copy To: Friedman Stroffe & Gerard, P.C.
19800 MacArthur Blvd., Suite 1100
Irvine, CA 92612 -2425
Attn: James D. Stroffe, Esq.
JStroffe @FSGLawyers.com
Section 6. No Third Party Rights. The provisions of this Declaration are for the
exclusive benefit of the Owner and the City and not for the benefit of any other person, nor shall
this Declaration be deemed to have conferred any rights, express or implied, upon any other
person.
[Signatures on next page]
CCRs Links at Summerly Final page 7 Page 9 of 12
IN WITNESS WHEREOF, the Owner and City have caused this instrument to be
executed on their behalf by their respective officers thereunto duly authorized, as of the date first
written above.
"OWNER"
MCMILLIN SUMMERLY LLC, a Delaware
limited liability company
By: McMillin Growth Summerly, LLC, a
Delaware limited liability company
Its: Managing Member
By: Acorn Grand Investor, L.P., a
Delaware limited partnership
Its: Managing Member
By:
Its:
"CITY"
CITY OF LAKE ELSINORE, a California
municipal corporation
By:
Thomas P. Evans, Interim City Manager
ATTEST:
City Clerk
APPROVED AS TO FORM:
LEIBOLD McCLENDON & MANN, P.C.
City Attorney
CCRs Links at Summerly Final page 8 Page 10 of 12
EXHIBIT "A"
LEGAL DESCRIPTION OF GOLF COURSE PROPERTY
[to be inserted]
Page 11 of 12
EXHIBIT "B"
LEGAL DESCRIPTION OF CITY PROPERTY
[to be inserted]
Page 12 of 12