HomeMy WebLinkAboutPardee Improvement & Credit Reimbursement Agreement TUMF 01-10-17 IMPROVEMENT AND CREDIT 1 REIMBURSEMENT AGREEMENT
TRANSPORTATION UNIFORM MITIGATION FEE PROGRAM
This IMPROVEMENT AND CREDIT AGREEMENT ("Agreement") is entered into
for identification purposes and effective as of the 10t" day of January, 2017, by and
between the City of lake Elsinore, a California municipal corporation ("Agency"), and
Pardee Homes, a California corporation, with its principal place of business at 1250
Corona Pointe Court, Suite 600, Corona, CA 92879 ("Developer"). Agency and
Developer are sometimes hereinafter referred to individually as "Party" and collectively
as "Parties
RECITALS
WHEREAS, Developer is the master developer of approximately 1,970 acres of
real property located within the City of Lake Elsinore, California, which is more
specifically described in the legal description set forth in Exhibit "A", attached hereto and
incorporated herein by this reference ("Property");
WHEREAS, Developer has obtained from. Agency certain entitlements and/or
permits for the construction of improvements on the Property, which are more
particularly described as Canyon Hills Specific Plan (formerly the "Cottonwood Hills
Specific Plan," as amended by the Amendment Nos. 1, 2, and 3) and Tentative Tract
Map Nos. 23848, 29549, 29658, 29811, 30492, 30493, 30494, 30495, 30496, 30754,
31106, 31706, 33635, 34442, 35563, 36115, 36447, 36116, 36117, and 36118
(collectively, the "Project");
WHEREAS, the Agency is a member agency of the Western Riverside Council of
Governments (`°WRCOG"), a joint powers agency comprised of the County of Riverside
and 17 cities located in Western Riverside County. WRCOG is the administrator for the
Transportation Uniform Mitigation Fee ("TUMF") Program;
WHEREAS, as part of the TUMF Program, the Agency has adopted
"Transportation Uniform Mitigation Fee Nexus Study: 2009 Update ("2009 Nexus
Study");
WHEREAS, the Canyon Hills Specific Plan and that certain Project-related
Development Agreement between Agency and Developer's processor in interest
Pardee-Grossman/Cottonwood Canyon and amendment thereto (the "Development
Agreement") were approved by the Agency prior to adoption of the TUMF and, as
conditions of approval thereto, Developer completed certain regional transportation
improvements.
WHEREAS, pursuant to the TUMF Program, the Agency requires developers to
pay the TUMF which covers the particular development's fair share of the costs to
deliver those TUMF Improvements that help mitigate the traffic impacts and burdens on
the Regional System of Highways and Arterials (also known as the "TUMF Network"),
generated by the development and that are necessary to protect the safety, health and
welfare of persons that travel to and from the development using the TUMF Network;
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WHEREAS, disputes arose between the Agency and WRCOG relating to the
imposition of TUMF on the Project and by way of settlement, Agency and WRCOG
entered into that certain Settlement and Release Agreement, dated January 10, 2017
(the "WRCOG Settlement Agreement").
WHEREAS, the WRCOG Settlement Agreement requires Agency to collect
TUMF for the Project unless Agency and Developer enter into an improvement and
credit agreement in such form as approved by WRCOG.
WHEREAS, to resolve disputes as to the imposition of the TUMF on the Project,
Developer, Agency, and Agency on behalf of Community Facilities District No. 2003-2
and Community Facilities District No. 2016-2 have entered into that certain Settlement
Agreement dated as of January 10, 2017 (the "Pardee Settlement Agreement") in which
Developer has agreed to construct certain street and transportation system
improvement(s) of regional importance and defined therein as the "TUMF
Improvements." Unless otherwise defined herein, all defined terms used in this
Agreement shall have the same meaning as set forth in the Pardee Settlement
Agreement;
WHEREAS, the TUMF Improvements have been designated as having Regional
or Zonal Significance as further described in the 2009 Nexus Study and the 5 year
Transportation Improvement Program as may be amended;
WHEREAS, Agency and Developer now desire to enter into this Agreement for
the following purposes: (1) to provide for the timely delivery of the TUMF Improvements
consistent with the terms of the Pardee Settlement Agreement, (2) to ensure that
delivery of the TUMF Improvements is undertaken as if the TUMF Improvements were
constructed under the direction and authority of the Agency, (3) to provide a means by
which the Developer's is credited against the disputed Developer obligation to pay
TUMF for the Project.
NOW, THEREFORE, for the purposes set forth herein, and for good and
valuable consideration, the adequacy of which is hereby acknowledged,
Developer and Agency hereby agree as follows;
TERMS
1.0 Incorporation of Recitals. The Parties hereby affirm the facts set forth in
the Recitals above and agree to the incorporation of the Recitals as though fully set
forth herein.
2.0 Construction of TUMF Improvements. Developer shall construct or have
constructed at its own cost, expense, and liability certain street and transportation
system improvements generally described as Camino Del Norte Improvements and
Railroad Canyon Road Improvements, and as shown more specifically on the plans,
profiles, and specifications which have been or will be prepared and approved by
Agency, and which are incorporated herein by this reference ("TUMF Improvements").
Construction of the TUMF Improvements shall include any transitions and/or other
incidental work deemed necessary for drainage or public safety. Developer shall be
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responsible for the replacement, relocation, or removal of any component of any
existing public or private improvement in conflict with the construction or installation of
the TUMF Improvements. Such replacement, relocation, or removal shall be performed
to the complete satisfaction of Agency and the owner of such improvement. Developer
further promises and agrees to provide all equipment, tools, materials, labor, tests,
design work, and engineering services necessary to fully and adequately complete the
TUMF Improvements.
2.1 Pre-approval of Plans and Specifications. Developer is prohibited
from commencing work on any portion of the TUMF Improvements until all plans and
specifications for the TUMF Improvements have been approved by Agency. Approval
by Agency shall not relieve Developer from ensuring that all TUMF Improvements
conform with all other requirements and standards set forth in this Agreement.
2.2 Permits and Notices. Prior to commencing any work, Agency shall,
at its sole cost, expense, and liability, obtain all necessary permits and licenses and
give all necessary and incidental notices required for the lawful construction of the
TUMF Improvements and performance of Developer's obligations under this
Agreement. Developer shall conduct the work in full compliance with the regulations,
rules, and other requirements contained in any permit or license issued to Developer.
2.3 Public Works Requirements. In order to insure that the TUMF
Improvements will be constructed as if they had been constructed under the direction
and supervision, or under the authority of, Agency, Developer shall comply with all of
the following requirements with respect to the construction of the TUMF Improvements;
(a) Developer shall obtain bids for the construction of the TUMF
Improvements, in conformance with the standard procedures and requirements of
Agency with respect to its public works projects, or in a manner which is approved by
the Public Works Department.
(b) The contract or contracts for the construction of the TUMF
Improvements shall be awarded to the responsible bidder(s) submitting the lowest
responsive bid(s) for the construction of the TUMF Improvements.
(c) Developer shall require, and the specifications and bid and
contract documents shall require, all such contractors to pay prevailing wages (in
accordance with Articles 1 and 2 of Chapter 1, Part 7, Division 2 of the Labor Code) and
to otherwise comply with applicable provisions of the Labor Code, the Government
Code and the Public Contract Code relating to public works projects of cities/counties
and as required by the procedures and standards of Agency with respect to the
construction of its public works projects or as otherwise directed by the Public Works
Department.
(d) All such contractors shall be required to provide proof of
insurance coverage throughout the term of the construction of the TUMF Improvements
which they will construct in conformance with Agency's standard procedures and
requirements.
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(e) Developer and all such contractors shall comply with such
other requirements relating to the construction of the TUMF Improvements which
Agency may impose by written notification delivered to Developer and each such
contractor at any time, either prior to the receipt of bids by Developer for the
construction of the TUMF Improvements, or, to the extent required as a result of
changes in applicable laws, during the progress of construction thereof.
Developer shall provide proof to Agency, at such intervals and in such form as Agency
may require that the foregoing requirements have been satisfied as to the TUMF
Improvements.
2.4 Quality of Work,Compliance With Laws and Codes. The
construction plans and specifications for the TUMF Improvements shall be prepared in
accordance with all applicable federal, state and local laws, ordinances, regulations,
codes, standards, and other requirements. The TUMF Improvements shall be
completed in accordance with all approved maps, plans, specifications, standard
drawings, and special amendments thereto on file with Agency, as well as all applicable
federal, state, and local laws, ordinances, regulations, codes, standards, and other
requirements applicable at the time work is actually commenced.
2.5 Standard of Performance. Developer's contractors shall perform all
work required to construct the TUMF Improvements in a skillful and workmanlike
manner, and consistent with the standards generally recognized as being employed by
professionals in the same discipline in the State of California. Developer represents
and maintains that it or its contractors shall be skilled in the professional calling
necessary to perform the work. Developer warrants that all of its employees and
contractors shall have sufficient skill and experience to perform the work assigned to
them, and that they shall have all licenses, permits, qualifications and approvals of
whatever nature that are legally required to perform the work, and that such licenses,
permits, qualifications and approvals shall be maintained throughout the term of this
Agreement.
2.6 Alterations to TUMF Improvements. All work shall be done and the
TUMF Improvements completed as shown on approved plans and specifications, and
any subsequent alterations thereto. If during the course of construction and installation
it is determined that the public interest requires alterations in the TUMF Improvements,
Developer shall undertake such design and construction changes as may be reasonably
required by Agency. Any and all alterations in the plans and specifications and the
TUMF Improvements to be completed may be accomplished without first giving prior
notice thereof to Developer's surety for this Agreement.
3.0 Maintenance of TUMF Improvements. Agency shall not be responsible or
liable for the maintenance or care of the TUMF Improvements until Agency approves
and accepts them. Agency shall exercise no control over the TUMF Improvements until
accepted. Any use by any person of the TUMF Improvements, or any portion thereof,
shall be at the sole and exclusive risk of Developer at all times prior to Agency's
acceptance of the TUMF Improvements. Developer shall maintain all of the TUMF
Improvements in a state of good repair until they are completed by Developer and
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approved and accepted by Agency, and until the security for the performance of this
Agreement is released. It shall be Developer's responsibility to initiate all maintenance
work, but if it shall fail to do so, it shall promptly perform such maintenance work when
notified to do so by Agency. If Developer fails to properly prosecute its maintenance
obligation under this section, Agency may do all work necessary for such maintenance
and the cost thereof shall be the responsibility of Developer and its surety under this
Agreement. Agency shall not be responsible or liable for any damages or injury of any
nature in any way related to or caused by the TUMF Improvements or their condition
prior to acceptance.
4.0 Fees and Charges. Developer shall be responsible for all fees and
charges relating to the construction of the TUMF Improvements, including, but not
limited to, all plan check, design review, engineering and inspection fees established by
Agency.
5.0 Agency Inspection of TUMF Improvements. Developer shall, at its sole
cost, expense, and liability, and at all times during construction of the TUMF
Improvements, maintain reasonable and safe facilities and provide safe access for
inspection by Agency of the TUMF Improvements and areas where construction of the
TUMF Improvements is occurring or will occur.
5.0 Liens. Upon the expiration of the time for the recording of claims of liens
as prescribed by Sections 8412 and 8414 of the Civil Code with respect to the TUMF
Improvements, Developer shall provide to Agency such evidence or proof as Agency
shall require that all persons, firms and corporations supplying work, labor, materials,
supplies and equipment to the construction of the TUMF Improvements, have been
paid, and that no claims of liens have been recorded by or on behalf of any such
person, firm or corporation. Rather than await the expiration of the said time for the
recording of claims of liens, Developer may elect to provide to Agency a title insurance
policy or other security acceptable to Agency guaranteeing that no such claims of liens
will be recorded or become a lien upon any of the Property.
7.0 Acceptance of TUMF Improvements, As-Built or Record Drawings. If the
TUMF Improvements are properly completed by Developer and approved by Agency,
and if they comply with all applicable federal, state and local laws, ordinances,
regulations, codes, standards, and other requirements, Agency shall be authorized to
accept the TUMF Improvements. Agency may, in its sole and absolute discretion,
accept fully completed portions of the TUMF Improvements prior to such time as all of
the TUMF Improvements are complete, which shall not release or modify Developer's
obligation to complete the remainder of the TUMF Improvements. Upon the total or
partial acceptance of the TUMF Improvements by Agency, Developer shall file with the
Recorder's Office of the County of Riverside a notice of completion for the accepted
TUMF Improvements in accordance with California Civil Code sections 8182, 8184,
9204, and 9208 ("Notice of Completion"), at which time the accepted TUMF
Improvements shall become the sole and exclusive property of Agency.
Notwithstanding the foregoing, Agency may not accept any TUMF improvements unless
and until Developer provides one (1) set of "as-built" or record drawings or plans to the
Agency for all such TUMF improvements. The drawings shall be certified and shall
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reflect the condition of the TUMF Improvements as constructed, with all changes
incorporated therein.
8.0 _Warranty and Guarantee. Developer hereby warrants and guarantees all
the TUMF Improvements against any defective work or labor done, or defective
materials furnished in the performance of this Agreement, including the maintenance of
the TUMF Improvements, for a period of one (1) year following completion of the work
and acceptance by Agency ("Warranty"). During the Warranty, Developer shall repair,
replace, or reconstruct any defective or otherwise unsatisfactory portion of the TUMF
Improvements, in accordance with the current ordinances, resolutions, regulations,
codes, standards, or other requirements of Agency, and to the approval of Agency. All
repairs, replacements, or reconstruction during the Warranty shall be at the sole cost,
expense, and liability of Developer and its surety. As to any TUMF Improvements which
have been repaired, replaced, or reconstructed during the Warranty, Developer and its
surety hereby agree to extend the Warranty for an additional one (1) year period
following Agency's acceptance of the repaired, replaced, or reconstructed TUMF
Improvements. Nothing herein shall relieve Developer from any other liability it may
have under federal, state, or local law to repair, replace, or reconstruct any TUMF
Improvement following expiration of the Warranty or any extension thereof. Developer's
warranty obligation under this section shall survive the expiration or termination of this
Agreement.
9.0 Administrative Costs. Except as otherwise permitted by the Pardee
Settlement Agreement, if Developer fails to construct and install all or any part of the
TUMF Improvements, or if Developer fails to comply with any other obligation contained
herein, Developer and its surety shall be jointly and severally liable to Agency for all
administrative expenses, fees„ and costs, including reasonable attorney's fees and
costs, incurred in obtaining compliance with this Agreement or in processing any legal
action or for any other remedies permitted by law.
10.0 Default; Notice, Remedies.
10.1 Notice_ if Developer neglects, refuses, or fails to fulfill or timely
complete any obligation, term, or condition of this Agreement, or if Agency determines
there is a violation of any federal, state, or local law, ordinance, regulation, code,
standard, or other requirement, Agency may at any time thereafter declare Developer to
be in default or violation of this Agreement and make written demand upon Developer or
its surety, or both, to immediately remedy the default or violation ("Notice"). Developer
shall substantially commence the work required to remedy the default or violation within
five (5) days of the Notice. if the default or violation constitutes an immediate threat to
the public health, safety, or welfare, Agency may provide the Notice verbally, and
Developer shall substantially commence the required work within twenty-four (24) hours
thereof. Immediately upon Agency's issuance of the Notice, Developer and its surety
shall be liable to Agency for all costs of construction and installation of the TUMF
Improvements and all other administrative costs or expenses as provided for in this
Section 10.0 of this Agreement.
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10.2 Failure to Remedy, Agency Action. If the work required to remedy
the noticed default or violation is not diligently prosecuted to a completion acceptable to
Agency within the time frame contained in the Notice, Agency may complete all
remaining work, arrange for the completion of all remaining work, and/or conduct such
remedial activity as in its sole and absolute discretion it believes is required to remedy
the default or violation. All such work or remedial activity shall be at the sole and
absolute cost, expense, and liability of Developer and its surety, without the necessity of
giving any further notice to Developer or surety. Agency's right to take such actions
shall in no way be limited by the fact that Developer or its surety may have constructed
any of the TUMF Improvements at the time of Agency's demand for performance. In
the event Agency elects to complete or arrange for completion of the remaining work
and the TUMF Improvements, Agency may require all work by Developer or its surety to
cease in order to allow adequate coordination by Agency.
10.3 Other Remedies. No action by Agency pursuant to this Section
10.0 et sew€. . of this Agreement shall prohibit Agency from exercising any other right or
pursuing any other legal or equitable remedy available under this Agreement or any
federal, state, or local law. Agency may exercise its rights and remedies independently
or cumulatively, and Agency may pursue inconsistent remedies. Agency may institute
an action for damages, injunctive relief, or specific performance.
11.0 Security; Surety Bonds. Prior to the commencement of any work on the
TUMF Improvements, Developer or its contractor shall provide Agency with surety
bonds in the amounts and under the terms set forth below ("Security"). The amount of
the Security shall be based on the estimated actual costs to construct the TUMF
Improvements, as determined by Agency after Developer has awarded a contract for
construction of the TUMF Improvements to the lowest responsive and responsible
bidder in accordance with this Agreement ("Estimated Costs"). If Agency determines, in
its sole and absolute discretion, that the Estimated Costs have changed, Developer or
its contractor shall adjust the Security in the amount requested by Agency. Developer's
compliance with this Section 11.0 et seer . of this Agreement shall in no way limit or
modify Developer's indemnification obligation provided in Section 12.0 of this
Agreement.
11.1 Performance Bond. To guarantee the faithful performance of the
TUMF Improvements and all the provisions of this Agreement, to protect Agency if
Developer is in default as set forth in Section 10.0 et seg. of this Agreement, and to
secure the one-year guarantee and warranty of the TUMF Improvements, Developer or
its contractor shall provide Agency a faithful performance bond in an amount which sum
shall be not less than one hundred percent (100%) of the Estimated Costs. The Agency
may, in its sole and absolute discretion, partially release a portion or portions of the
security provided under this section as the TUMF Improvements are accepted by
Agency, provided that Developer is not in default on any provision of this Agreement
and the total remaining security is not less than fifty percent (50%) of the Estimated
Costs. All security provided under this section shall be released at the end of the
Warranty period, or any extension thereof as provided in Section 11.0 of this
Agreement, provided that Developer is not in default on any provision of this
Agreement.
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11.2 Labor & Material Bond. To secure payment to the contractors,
subcontractors, laborers, materialmen, and other persons furnishing labor, materials, or
equipment for performance of the TUMF Improvements and this Agreement, Developer
or its contractor shall provide Agency a labor and materials bond in an amount which
sum shall not be less than one hundred percent (100%) of the Estimated Costs. The
security provided under this section may be released by written authorization of Agency
after six (6) months from the date Agency accepts the TUMF Improvements. The
amount of such security shall be reduced by the total of all stop notice or mechanic's
lien claims of which Agency is aware, plus an amount equal to twenty percent (20%) of
such claims for reimbursement of Agency's anticipated administrative and legal
expenses arising out of such claims.
11.3 Additional Requirements. The surety for any surety bonds provided
as Security shall have a current A.M. Best rating of at least "A" and FSC-VIII, shall be
licensed to do business in California, and shall be satisfactory to Agency. As part of the
obligation secured by the Security and in addition to the face amount of the Security,
Developer, its contractor or the surety shall secure the costs and reasonable expenses
and fees, including reasonable attorney's fees and costs, incurred by Agency in
enforcing the obligations of this Agreement. Developer, its contractor and the surety
shall stipulate and agree that no change, extension of time, alteration, or addition to the
terms of this Agreement, the TUMF Improvements, or the plans and specifications for
the TUMF Improvements shall in any way affect its obligation on the Security.
11.4 Evidence and Incorporation of Security. Evidence of the Security
shall be provided on the forms set forth in Exhibit "B", unless other forms are deemed
acceptable by the Agency, and when such forms are completed to the satisfaction of
Agency, the forms and evidence of the Security shall be attached hereto as Exhibit "B"
and incorporated herein by this reference.
12.0 Indemnification. Developer shall defend, indemnify, and hold harmless
Agency, its elected officials, employees, and agents from any and all actual or alleged
claims, demands, causes of action, liability, loss, damage, or injury to property or
persons, including wrongful death, whether imposed by a court of law or by
administrative action of any federal, state, or local governmental agency, arising out of
or incident to any acts, omissions, negligence, or willful misconduct of Developer, its
employees, contractors, or agents in connection with the performance of this
Agreement, or arising out of or in any way related to or caused by the TUMF
Improvements or their condition prior to Agency's approval and acceptance of the
TUMF Improvements ("Claims"). This indemnification includes, without limitation, the
payment of all penalties, fines, judgments, awards, decrees, attorneys fees, and related
costs or expenses, and the reimbursement of Agency, its elected officials, employees,
and/or agents for all legal expenses and costs incurred by each of them. This
indemnification excludes only such portion of any Claim which is caused solely and
exclusively by the negligence or willful misconduct of Agency as determined by a court
or administrative body of competent jurisdiction. Developer's obligation to indemnify
shall survive the expiration or termination of this Agreement, and shall not be restricted
to insurance proceeds, if any, received by Agency, its elected officials, employees, or
agents.
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13.0 Insurance.
13.1 Types; Amounts. Developer shall procure and maintain, and shall
require its contractors to procure and maintain, during performance of this Agreement,
insurance of the types and in the amounts described below ("Required Insurance"). If
any of the Required Insurance contains a general aggregate limit, such insurance shall
apply separately to this Agreement or be no less than two times the specified
occurrence limit.
13.1.1 General Liability. Occurrence version general liability
insurance, or equivalent form, with a combined single limit of not less than Two Million
Dollars ($2,000,000) per occurrence for bodily injury, personal injury, and property
damage.
13.1.2 Business Automobile Liability. Business automobile
liability insurance, or equivalent form, with a combined single limit of not less than One
Million Dollars ($1,000,000) per occurrence. Such insurance shall include coverage for
the ownership, operation, maintenance, use, loading, or unloading of any auto owned,
leased, hired, or borrowed by the insured or for which the insured is responsible.
13.1.3 Workers' Compensation. Workers' compensation
insurance with limits as required by the Labor Code of the State of California and
employers' liability insurance with limits of not less than One Million Dollars
($1,000,000) per occurrence, at all times during which insured retains employees.
13.1.4 Professional Liability. For any consultant or other
professional who will engineer or design the TUMF Improvements, liability insurance for
errors and omissions with limits not less than Two Million Dollars ($2,000,000) per
occurrence, shall be procured and maintained for a period of five (5) years following
completion of the TUMF Improvements. Such insurance shall be endorsed to include
contractual liability.
13.2 Deductibles. Any deductibles or self insured retentions must be
declared to and approved by Agency. At the option of Agency, either: (a) the insurer
shall reduce or eliminate such deductibles or self-insured retentions as respects
Agency, its elected officials, officers, employees, agents, and volunteers; or (b)
Developer and its contractors shall provide a financial guarantee satisfactory to Agency
guaranteeing payment of losses and related investigation costs, claims, and
administrative and defense expenses.
13.3 Additional Insured; Separation of Insureds. The Required
Insurance, except for the professional liability and workers' compensation insurance,
shall name Agency, its elected officials, officers, employees, and agents as additional
insureds with respect to work performed by or on behalf of Developer or its contractors,
including any materials, parts, or equipment furnished in connection therewith. The
Required Insurance shall contain standard separation of insureds provisions, and shall
contain no special limitations on the scope of its protection to Agency, its elected
officials, officers, employees, or agents.
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13.4 Prima Insurance Waiver of Subrogation. The Required
Insurance shall be primary with respect to any insurance or self-insurance programs
covering Agency, its elected officials, officers, employees, or agents. The policy
required for workers' compensation insurance shall provide that the insurance company
waives all right of recovery by way of subrogation against Agency in connection with
any damage or harm covered by such policy.
13.5 Certificates; Verification. Developer and its contractors shall furnish
Agency with original certificates of insurance and endorsements effecting coverage for
the Required Insurance. The certificates and endorsements for each insurance policy
shall be signed by a person authorized by that insurer to bind coverage on its behalf.
All certificates and endorsements must be received and approved by Agency before
work pursuant to this Agreement can begin. Agency reserves the right to require
complete, certified copies of all required insurance policies, at any time.
13.6 Term, Cancellation Notice. Developer and its contractors shall
maintain the Required Insurance for the term of this Agreement and shall replace any
certificate, policy, or endorsement which will expire prior to that date. All policies shall
be endorsed to provide that the Required Insurance shall not be suspended, voided,
reduced, canceled, or allowed to expire except on thirty (36) days' prior written notice to
Agency,
13.7 Insurer Rating. Unless approved in writing by Agency, all Required
Insurance shall be placed with insurers licensed to do business in the State of California
and with a current A.M. Best rating of at least"A" and FSC-VIII.
14.0 TUMF Credit.
14.1 Developer's TUMF Obligation. Developer hereby agrees and
accepts that as of the date of this Agreement, the amount Developer is obligated to pay
to Agency pursuant to Chapter 16.83 of the Lake Elsinore Municipal Code as part of the
TUMF Program is Six Million Seven Hundred Fifty-One Thousand Three Hundred
Ninety-One Dollars ($6,751,391) ("TUMF Obligation"). This TUMF Obligation has been
determined pursuant to the terms of the Pardee Settlement Agreement.
14.2 Fee Adiustments. Consistent with the terms of the Pardee
Settlement Agreement, the TUMF Obligation shall not be adjusted. Notwithstanding the
foregoing, Agency may adjust the TUMF from time to time in accordance with the
provisions of Chapter 16.83 of the Lake Elsinore Municipal Code although such
adjustment shall not be applicable to the Property.
14.3 Credit Offset Against TUMF Obligation. Pursuant to Chapter 16.83
of the Lake Elsinore Municipal Code and in consideration of the Pardee Settlement
Agreement and Developer's obligation under this Agreement for the delivery of TUMF
Improvements, the credit shall be applied by Agency to offset the TUMF Obligation
("Credit") as of the "Effective Date" of the Pardee Settlement Agreement, as such term
is defined therein.
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14.4 Verified Cost of the TUIVIF Improvements. [Not applicable — See
Pardee Settlement Agreement].
14.5 Reconciliation; Final Credit Offset Against TUMF Obligation. [Not
applicable—See Pardee Settlement Agreement].
14.6 Reimbursement Agreement. [Not applicable — See Pardee
Settlement Agreement].
15.0 Miscellaneous.
15.1 Assignment. Developer may assign all or a portion of its rights
pursuant to this Agreement to a purchaser of a portion or portions of the Property
("Assignment"). Developer and such purchaser and assignee ("Assignee") shall provide
to Agency such reasonable proof as it may require that Assignee is the purchaser of
such portions of the Property. Any assignment pursuant to this section shall not be
effective unless and until Developer and Assignee have executed an assignment
agreement with Agency in a form reasonably acceptable to Agency, whereby Developer
and Assignee agree, except as may be otherwise specifically provided therein, to the
following: (1) that Assignee shall receive all or a portion of Developer's rights pursuant
to this Agreement, including such credit as is determined to be applicable to the portion
of the Property purchased by Assignee pursuant to Section 14.0 et seq. of this
Agreement, and (2) that Assignee shall be bound by all applicable provisions of this
Agreement.
15.2 Relationship Between the Parties. The Parties hereby mutually
agree that this Agreement shall not operate to create the relationship of partnership,
joint venture, or agency between Agency and Developer. Developer's contractors are
exclusively and solely under the control and dominion of Developer. Nothing herein
shall be deemed to make Developer or its contractors an agent or contractor of Agency.
15.3 Warranly as to Pro a Ownershi � Authori to Enter Agreement.
Developer hereby warrants that it owns fee title to the Property and that it has the legal
capacity to enter into this Agreement. Each Party warrants that the individuals who
have signed this Agreement have the legal power, right, and authority make this
Agreement and bind each respective Party.
15.4 Prohibited Interests. Developer warrants that it has not employed
or retained any company or person, other than a bona fide employee working solely for
Developer, to solicit or secure this Agreement. Developer also warrants that it has not
paid or agreed to pay any company or person, other than a bona fide employee working
solely for Developer, any fee, commission, percentage, brokerage fee, gift, or other
consideration contingent upon the making of this Agreement. For breach of this
warranty, Agency shall have the right to rescind this Agreement without liability.
15.5 Notices. All notices, demands, invoices, and written
communications shall be in writing and delivered to the following addresses or such
other addresses as the Parties may designate by written notice:
#171565 v2 4000.128 -11-
TUMF Credit Agreement
To Agency: City of Lake Elsinore
Attn: City Manager
130 S. Main St.
Lake Elsinore, CA 92530
To Developer: Pardee Homes, inc.
Attn: Mike Taylor/Jeff Chambers
1250 Corona Pointe Court, Suite 600
Corona, CA 92879
Depending upon the method of transmittal, notice shall be deemed received as follows:
by facsimile, as of the date and time sent; by messenger, as of the date delivered; and
by U.S. Mail first class postage prepaid, as of 72 hours after deposit in the U.S. Mail.
15.6 Cooperation; Further Acts. The Parties shall fully cooperate with
one another, and shall take any additional acts or sign any additional documents as
may be necessary, appropriate, or convenient to attain the purposes of this Agreement.
15.7 Construction; References; Captions. It being agreed the Parties or
their agents have participated in the preparation of this Agreement, the language of this
Agreement shall be construed simply, according to its fair meaning, and not strictly for
or against any Party. Any term referencing time, days, or period for performance shall
be deemed calendar days and not work days. All references to Developer include all
personnel, employees, agents, and contractors of Developer, except as otherwise
specified in this Agreement. All references to Agency include its elected officials,
officers, employees, agents, and volunteers except as otherwise specified in this
Agreement. The captions of the various articles and paragraphs are for convenience
and ease of reference only, and do not define, limit, augment, or describe the scope,
content, or intent of this Agreement.
15.8 Amendment; Modification. No supplement, modification, or
amendment of this Agreement shall be binding unless executed in writing and signed by
both Parties.
15.9 Waiver. No waiver of any default shall constitute a waiver of any
other default or breach, whether of the same or other covenant or condition. No waiver,
benefit, privilege, or service voluntarily given or performed by a Party shall give the
other Party any contractual right by custom, estoppel, or otherwise.
15.10 Binding Effect. Each and all of the covenants and conditions shall
be binding on and shall inure to the benefit of the Parties, and their successors, heirs,
personal representatives, or assigns. This section shall not be construed as an
authorization for any Party to assign any right or obligation.
15.11 No Third Party Beneficiaries. There are no intended third party
beneficiaries of any right or obligation assumed by the Parties.
#171565 Q 4000.128 -12-
TUMF Credit Agreement
15.12 Invalidity; Severability. If any portion of this Agreement is declared
invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the
remaining provisions shall continue in full force and effect.
15.13 Consent to Jurisdiction and Venue. This Agreement shall be
construed in accordance with and governed by the laws of the State of California. Any
legal action or proceeding brought to interpret or enforce this Agreement, or which in
any way arises out of the Parties' activities undertaken pursuant to this Agreement, shall
be filed and prosecuted in the appropriate California State Court in the County of
Riverside, California. Each Party waives the benefit of any provision of state or federal
law providing for a change of venue to any other court or jurisdiction including, without
limitation, a change of venue based on the fact that a governmental entity is a party to
the action or proceeding, or that a federal right or question is involved or alleged to be
involved in the action or proceeding. Without limiting the generality of the foregoing
waiver, Developer expressly waives any right to have venue transferred pursuant to
California Code of Civil Procedure Section 394.
15.14 Time is of the Essence. Time is of the essence in this Agreement,
and the Parties agree to execute all documents and proceed with due diligence to
complete all covenants and conditions.
15.15 Counterparts. This Agreement may be signed in counterparts,
each of which shall constitute an original and which collectively shall constitute one
instrument.
15.16 Entire Agreement. This Agreement contains the entire agreement
between Agency and Developer as to the subject matter contained herein and
supersedes any prior oral or written statements between Agency and Developer as to
such matters..
15.17 Limitation on Costs, Expenses and Liabilities. Notwithstanding
anything in this Agreement to the contrary, Developer shall not be required to incur any
costs, expenses, liabilities or charges pursuant to this Agreement in excess of the
Funding Cap set forth in the Pardee Settlement Agreement.
[SIGNATURES OF PARTIES ON NEXT PAGE]
#171565 v2 4000.128 -13-
TUMF Credit Agreement
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement as of
the day and year first above written.
DEVELOPER:
PARDEE HOMES, ., a California
corporation
By:
Its:
ATTEST
r"
By: S
Its: V• .�� .
AGENCY:
CITY OF LAKE ELSINORE, a California
municipal corporation
By:
Its: C."41�n
ATTEST:
By:
Its: &, =
APPROVED AS TO FORM:
By:
Its: YJIN
#171565Q 4000.128 -14_
TUMF Credit Agreement
EXHIBIT "A"
LEGAL DESCRIPTION OF PROPERTY
[ATTACH BEHIND THIS PAGE]
#171565v2 4000.128 EXHIBIT A-1
TUMF Credit Agreement
�' ...r�r..--w-w,w-..qr*._.. ...•.,... ., ...n.+r.r...�!r�4'-.a...rrr�rc. ...... ....,-� '........'._t..- _ ,
`k %H
1 e�
H v
The land referred, to as Cottonwood gills is situated in the County
of Riverside, state of California, and is described as fotlowst
TM :
Section 7, Township 5 South, Range 3 west, San Bernardino Meridian, in the County of a4
Riverside. State of California, according to the official plat thareof. �+
PARCEL it It
r3
The Mlorthwost autrter of the llnrthwast quarter; and the Wit half.of the Southwest if
qq�utarter of the Northwest quarter of Section B, Township d South; "a 3 Wst, San
1Maarnardino Meridian, in the County of Riverside, State of California, according to the
official plat thereof.
ENCEL..11.
.. 4
Section 11, Township d S&jth Range 4 West. Sari Bernardino Meridian, in the County of � - �
Riverside. State of California, according to the official plat thereof. 14
EXCEPT that portion lying within a strip of land M.00 feet wide cY described by deed f,
to TeresceI Stater Company, recorded Doc r 11. 1929 In Book 792, Page 292 of Oteds,
Riverside County Ftecards.
i
ALSO EXCEPT Railroad Canyon Road, as described by deed to the County of Riverside.
horded May 24, 1949 in Book 1070, Pale 585 of Official Records.
;•f
ALSO EXCEPT theLt portion described as follows:
Beginning at a point on the Southerly boundary of a county road as described by dead
to the County of Riverside. recorded Nay 24, 1949 in Book 1079, Page 585 of Official
Records of Rip rside County, frow which poirst the Northeast corner of said Section 11
bear% North 53�591000 East. 4,249.40 feet; b'
thence on said Southerly 6oursdary line on sin 1.130_00 foot radius curve Taft (the long
chard of which bears South a4 lt'00" East, 266.30 feet) 255.90 feet'.
thence South 2602813D- West, 586.82 feet;
thence iforth 5403903V hest, 260.OQ feet;
thence North 250211130" East, 499.08 feet to the point of balinning.
rr
409458 adhoc- RV:1990 00265632 49 of 80
EXHIBIT "B"
FORMS FOR SECURITY
[ATTACHED BEHIND THIS PAGE]
#171565v2 4000.128 EXHIBIT B-1
TUMF Credit Agreement
BOND NO.
INITIAL PREMIUM:
SUBJECT TO RENEWAL
PERFORMANCE BOND
WHEREAS, the [INSERT "City" OR "County"] of ("Agency") has
executed an agreement with
(hereinafter "Developer"),
requiring Developer to perform certain work consisting of but not limited to, furnishing all
labor, materials, tools, equipment, services, and incidentals for the construction of street
and transportation system improvements (hereinafter the "Work");
WHEREAS, the Work to be performed by Developer is more particularly set forth in
that certain TUMF Improvement and Credit/Reimbursement Agreement dated
, (hereinafter the "Agreement"); and
WHEREAS, the Agreement is hereby referred to and incorporated herein by this
reference; and
WHEREAS, Developer or its contractor is required by the Agreement to provide a
good and sufficient bond for performance of the Agreement, and to guarantee and
warranty the Work constructed thereunder.
NOW, THEREFORE, we the undersigned, , as
Principal and , a corporation organized and
existing under the laws of the State of and duly
authorized to transact business under the laws of the State of California, as Surety, are
held and firmly bound unto the Agency in the sum of
($ ), said
sum being not less than one hundred percent (100%) of the total cost of the Work as set
forth in the Agreement, we bind ourselves, our heirs, executors and administrators,
successors and assigns,jointly and severally, firmly by these presents.
THE CONDITION OF THIS OBLIGATION is such, that if Developer and its
contractors, or their heirs, executors, administrators, successors or assigns, shall in all
things stand to and abide by, and well and truly keep and perform the covenants,
conditions, agreements, guarantees, and warranties in the Agreement and any
alteration thereof made as therein provided, to be kept and performed at the time and in
the manner therein specified and in all respects according to their intent and meaning,
and to indemnify and save harmless Agency, its officers, employees, and agents, as
stipulated in the Agreement, then this obligation shall become null and void; otherwise it
shall be and remain in full force and effect.
#171565v2 4000-128 EXHIBIT B-2
TUMF Credit Agreement
As part of the obligation securest hereby, and in addition to the face amount specified
therefor, there shall be included costs and reasonable expenses and fees, including
reasonable attorney's fees, incurred by Agency in successfully enforcing such
obligation, all to be taxed as costs and included in any judgment rendered.
The said Surety, for value received, hereby stipulates and agrees that no change,
extension of time, alteration or additions to the terms of the said Agreement or to the
Work to be performed thereunder or the specification accompanying the same shall in
any way affect its obligations on this bond, and it does hereby waive notice of any such
change, extension of time, alteration or addition to the terms of the Agreement or to the
Work.
IN WITNESS WHEREOF, we have hereto set our hands and seals this day on
2f] .
Principal
By;
President
Surety
By:
Attorney-in-Fact
#171566 Q 4000.128 EXHIBIT B-3
TUMF Credit Agreement
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT CIVIL CODE§1189
A notary public or other officer completing this certificate verifies only the identity of the individual who
signed the document, to which this certificate is attached, and not the truthfulness, accuracy, or validity of
that document.
STATE OF CALIFORNIA )
COUNTY OF
On , before me,
Date ere Insert Name and Title of t e cer
personally appeared
Name(s)of Signer(s)
who proved to me on the basis of satisfactory evidence to be the person(s)whose name(s) is/are subscribed to
the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized
capacity(ies), and that by his/her/their signature(s)on the instrument the person(s), or the entity upon behalf of
which the person(s)acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws
of the State of California that the foregoing paragraph is
true and correct.
WITNESS my hand and official seal.
Signature
Signature of Notary Public
Place Notary Seal Above
OPTIONAL
Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment
of this form to an unintended document.
Description of Attached Document
Title of Type of document: Document date:
Number of Pages: Signer(s) Other Than Named Above:
Capacity(ies)Claimed by Signer(s)
Signer's Name: Signer's Name:
_ Corporate Officer—Title(s): Corporate Officer—Title(s):
.Partner- -:Limited General Partner- " 'Limited General
Individual Attorney in Fact Individual " Attorney in Fact
Trustee Guardian or Conservator Trustee " Guardian or Conservator
Other: Other:
Signer is Representing: Signer is Representing:
#171565 v2 4000.128 EXHIBIT B-4
TUMF Credit Agreement
CERTIFICATE AS TO CORPORATE PRINCIPAL
certify that I am the
Secretary of the corporation named as principal in the attached bond, that
who signed the said bond on behalf of
the principal was then of said corporation;
that I know his signature, and his signature thereto is genuine; and that said bond was
duly signed, sealed and attested for and in behalf of said corporation by authority of its
governing Board.
(Corporate Seal)
Signature
Date
NOTE: A copy of the power of attorney to local representatives of the bonding company
may be attached hereto.
#173565 v2 4000.128 EXHIBIT B-5
TUMF Credit Agreement
BOND NO.
INITIAL PREMIUM:
SUBJECT TO RENEWAL
LABOR & MATERIAL BOND
WHEREAS, the [INSERT "City" OR "County"] of ("Agency") has
executed an agreement with (hereinafter
"Developer"), requiring Developer to perform certain work consisting of but not limited
to, furnishing all labor, materials, tools, equipment, services, and incidentals for the
construction of street and transportation system improvements (hereinafter"Work");
WHEREAS, the Work to be performed by Developer is more particularly set forth in
that certain Improvement and Credit 1 Reimbursement Agreement dated
, (hereinafter the "Agreement"); and
WHEREAS, Developer or its contractor is required to furnish a bond in connection
with the Agreement providing that if Developer or any of his or its contractors shall fail to
pay for any materials, provisions, or other supplies, or terms used in, upon, for or about
the performance of the Work contracted to be done, or for any work or labor done
thereon of any kind, or for amounts due under the provisions of 3248 of the California
Civil Code, with respect to such work or labor, that the Surety on this bond will pay the
same together with a reasonable attorney's fee in case suit is brought on the bond.
NOW, THEREFORE, we the undersigned, , as
Principal and , a corporation organized
and existing under the laws of the State of and duly
authorized to transact business under the laws of the State of California, as Surety, are
held and firmly bound unto the Agency and to any and all material men, persons,
companies or corporations furnishing materials, provisions, and other supplies used in,
upon, for or about the performance of the said Work, and all persons, companies or
corporations renting or hiring teams, or implements or machinery, for or contributing to
said Work to be done, and all persons performing work or labor upon the same and all
persons supplying both work and materials as aforesaid, the sum of
($ ), said sum being not less than 100% of the total amount payable
by Developer under the terms of the Agreement, for which payment well and truly to be
made, we bind ourselves, our heirs, executors and administrators, successors and
assigns jointly and severally, firmly by these presents.
THE CONDITION OF THIS OBLIGATION IS SUCH that if Developer or its
contractors, or their heirs, executors, administrators, successors, or assigns, shall fail to
pay for any materials, provisions, or other supplies or machinery used in, upon, for or
about the performance of the Work contracted to be done, or for work or labor thereon
of any kind, or fail to pay any of the persons named in California Civil Code Section
9100, or amounts due under the Unemployment Insurance Code with respect to work or
#171565Q 4000-128 EXHIBIT B-6
TUMF Credit Agreement
labor performed by any such claimant, or for any amounts required to be deducted,
withheld, and paid over to the Employment Development Department from the wages of
employees of the contractor and his subcontractors pursuant to Section 13020 of the
Unemployment Insurance Code with respect to such work and labor, and all other
applicable laws of the State of California and rules and regulations of its agencies, then
said Surety will pay the same in or to an amount not exceeding the sum specified
herein.
In case legal action is required to enforce the provisions of this bond, the prevailing
party shall be entitled to recover reasonable attorneys' fees in addition to court costs,
necessary disbursements and other consequential damages. In addition to the
provisions hereinabove, it is agreed that this bond will inure to the benefit of any and all
persons, companies and corporations entitled to make claims under Sections 8024,
8400, 8402, 8404, 8430, 9100 of the California Civil Code, so as to give a right of action
to them or their assigns in any suit brought upon this bond.
The said Surety, for value received, hereby stipulates and agrees that no change,
extension of time, alteration or additions to the terms of the Agreement or to the Work to
be performed thereunder or the specification accompanying the same shall in any way
affect its obligations on this bond, and it does hereby waive notice of any such change,
extension of time, alteration or addition to the terms of the Agreement or to the Work.
IN WITNESS WHEREOF, we have hereto set our hands and seals this day on
20 .
Principal
By:
President
Surety
By:
Attorney-in-Fact
#171565 v2 4000.128 EXHIBIT B-7
TUMF Credit Agreement
CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT CIVIL CODE§1189
A notary public or other officer completing this certificate verifies only the identity of the individual who
signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of
that document.
STATE OF CALIFORNIA
COUNTY OF
On , before me,
Date ere Insert Name and Titleate Officer
personally appeared
Name(s)of Signer(s)
who proved to me on the basis of satisfactory evidence to be the person(s)whose name(s) is/are subscribed to
the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized
capacity(ies), and that by his/her/their signature(s)on the instrument the person(s), or the entity upon behalf of
which the person(s)acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws
of the State of California that the foregoing paragraph is
true and correct.
WITNESS my hand and official seal.
Signature
Signature of Notary Public
Place Notary Seal Above
OPTIONAL
Though this section is optional, completing this information can deter alteration of the document or fraudulent reattachment
of this form to an unintended document.
Description of Attached Document
Title of Type of Document: Document Date:
Number of Pages: Signer(s) Other Than Named Above:
Capacity(ies)Claimed by Signer(s)
Signer's Name: Signer's Name:
Corporate Officer—Title(s): Corporate Officer—Title(s):
Partner- Limited General 'Partner- Limited General
Individual Attorney in Fact Individual Attorney in Fact
Trustee Guardian or Conservator Trustee " Guardian or Conservator
Other: Other:
Signer is Representing: Signer is Representing:
#t 7t 565 v2 4000.128 EXHIBIT B-8
TUMF Credit Agreement
CERTIFICATE AS TO CORPORATE PRINCIPAL
I, , certify that I am the
Secretary of the corporation named as principal in the attached bond, that
who signed the said bond on behalf of
the principal was then of said corporation;
that I know his signature, and his signature thereto is genuine; and that said bond was
duly signed, sealed and attested for and in behalf of said corporation by authority of its
governing Board.
(Corporate Seal)
Signature
Date
NOTE: A copy of the power of attorney to local representatives of the bonding company
may be attached hereto.
i
#171565 v2 4000.128 EXHIBIT B-9
TUMF Credit Agreement
EXHIBIT "C"
DOCUMENTATION TO BE PROVIDED TO AGENCY BY DEVELOPER FOR
DETERMINATION OF ACTUAL COSTS OF CONSTRUCTION
To assist Agency in determining the Reimbursement of Actual Cost, as
provided under the Pardee Settlement Agreement, the Agency may request the
following documents:
1. Flans, specifications and Developer's civil engineer's cost estimate;
2. List of bidders from whom bids were requested;
3. Construction schedules and progress reports;
4. Contracts, insurance certificates and change orders with each
contractor or vendor;
5. Invoices received from all vendors;
fi. Canceled checks for payments made to contractors and vendors
(copy both front and back of canceled checks);
7. Spreadsheet showing total costs incurred in and related to the
construction of each TUMF Improvement and the check number for
each item of cost and invoice;
8. Final lien releases from each contractor and vendor upon
completion and prior to release of retentions; and
9. Such further documentation as may be reasonably required by
Agency to evidence the construction and the payment of each item
of cost and invoice.
EXHIBIT C-1
TUMF credit Agreement
EXHIBIT "D"
REIMBURSEMENT AGREEMENT
TRANSPORTATION UNIFORM MITIGATION FEE PROGRAM
[Not applicable — See Pardee Settlement Agreementl.
I
I
#171565v2 4000.128 EXHIBIT C-1
TUMF Credit Agreement
EXHIBIT "D"
REIMBURSEMENT AGREEMENT
TRANSPORTATION UNIFORM MITIGATION FEE PROGRAM
[Nat applicable— See Pardee Settlement Agreement].
#171565v2 4000,128 EXHIBIT D-1
TUMF Credit Agreement
EXHIBIT `°E"
TUMF CREDIT I REIMBURSEMENT ELIGIBILITY PROCESS
1. Prior to the construction of any TUMF Improvement, Developer shall follow the steps
listed below:
a. Prepare a separate bid package for the TUMF Improvements.
b. The plans, cost estimate, specifications and contract document shall require all
contractors to pay prevailing wages and to comply with applicable provisions of
the Labor Code, Government Code, and Public Contract Code relating to Public
Works Projects.
c. Bids shall be obtained and processed in accordance with the formal public works
bidding requirements of the Agency or in a manner approved by the Public
Works Department.
d. The contract(s) for the construction of TUMF Improvements shall be awarded to
the lowest responsible bidder(s) for the construction of such facilities in
accordance with the Agency's requirements and guidelines or in a manner
approved by the Public Works Department.
e. Contractor(s) shall be required to provide proof of insurance coverage throughout
the duration of the construction.
2. Prior to the commencement of construction of any TUMF Improvement pursuant to a
TUMF Improvement and Credit Agreement executed between Agency and Developer
("Agreement"), Developer shall provide the Agency and WRCOG with the following:
a. Copies of all information listed under Item 1 above.
b. Surety Bond, Letter of Credit. or other form of security permitted under the
Agreement and acceptable to the Agency and WRCOG, guaranteeing the
construction of all applicable TUMF Improvements.
3. Prior to the Agency's acceptance of any completed TUMF Improvement, and in order to
commence the construction cost verification process, the Developer shall comply with
the requirements as set forth in Sections 7, 14.2 and 14.3 of the Agreement, and the
following conditions shall also be satisfied:
a. Developer shall have completed the construction of all TUMF Improvements in
accordance with the approved Plans and Specifications.
b. Developer shall have satisfied the Agency's inspection punch list.
c. After final inspection and approval of the completed TUMF Improvements, the
Agency shall have provided the Developer a final inspection release letter.
d. Agency shall have filed a Notice of Completion with respect to the TUMF
Improvements pursuant to Section 3093 of the Civil Code with the County
Recorder's Office, and provided a copy of filed Notice of Completion to WRCOG.
e. Developer shall have provided Agency a copy of the As-Built plans for the TUMF
Improvements.
f. Agency shall have copies of all permits or agreements that may have been
required by various resource/regulatory agencies for construction, operation and
maintenance of any TUMF Improvements.
g. Developer shall have submitted a documentation package to the Agency to
determine the final cost of the TUMF Improvements.. which shall include at a
minimum. the following documents related to the TUMF Improvements:
i. Plans, specifications, and Developer's Civil Engineer's cost estimates: or
Engineer's Report showing the cost estimates.
#171565 v2 4000.128 EXHIBIT E-1
TUMF Credit Agreement
ii. Contracts/agreements, insurance certificates and change orders with
each vendor or contractor.
iii. Invoices from all vendors and service providers.
iv. Copies of cancelled checks; front and back, for payments made to
contractors, vendors and service providers.
v. Final lien releases from each contractor and vendor (unconditional waiver
and release).
vi. Certified contract workers payroll for Agency verification of compliance
with prevailing wages.
vii. A total cost summary, in spreadsheet format (MS Excel is preferred) and
on disk, showing a breakdown of the total costs incurred. The summary
should include for each item claimed the check number, cost, invoice
numbers, and name of payee. See attached sample for details. [ATTACH
SAMPLE, IF APPLICABLE; OTHERWISE DELETE REFERENCE TO
ATTACHED SAMPLE]
#171565 v2 4000.128 EXHIBIT E-2
TUMF Credit Agreement
EXHIBIT "F"
RECONCILIATION EXAMPLES
[Not applicable — See Pardee Settlement Agreement].
#171565v2 4000128 EXHIBIT F-1
TUMF Credit Agreement