HomeMy WebLinkAboutPCDC Resolution 2004-01 01/26/2004RES®LUTI®IV 2004-O1
PETALUMA COMMUNITY DEVELOPMENT COMMISSION
APPROVING AND AUTHORIZING THE EXECUTION OF A FIRST AMENDMENT
TO OWNER PARTICIPATION AGREEMENT BETWEEN THE COMMISSION AND
LOK PETALUMA MARINA HOTEL COMPANY, LLC
WHEREAS, the Petaluma Community Development Commission ("Commission") is
carrying out the Community Development Plan ("Plan") for the Petaluma Community
Development Project ("Community Development Project"); and,
WHEREAS, in furtherance of the Community Development Project, Commission
and LOK Petaluma Marina Hotel Company, LLC ("Participant") entered into an Owner
Participation Agreement dated April 17, 2001 ("OPA"); and,
WHEREAS, the OPA provides, among other things, for Participant to develop a
hotel and to expand and improve an adjacent parking lot on certain real property
located within the boundaries of the Petaluma Community Development Project,
Commission to loan certain funds to Participant in order to make development of the
hotel project economically viable, and Participant to comply with certain living wage
and union card check neutrality requirements in connection with the ownership and
operation of the hotel; and,
WHEREAS, in accordance with the OPA, Participant has completed the
development of the hotel and adjacent parking lot improvements, and Commission
has disbursed some of the loan funds to Participant; and,
WHEREAS, Participant and Hotel Employees and Restaurant Employees Union,
Local 2850 AFL-CIO have entered into a new Memorandum of Agreement governing
labor union organizing activities at the hotel, which replaces that certain Memorandum
of Agreement dated August 2000; and,
WHEREAS, Commission and Participant now desire to amend the OPA to modify
Participant's obligations with respect to payment of living wages and labor union
organizing activities and to clarify certain other provisions of the OPA.
PCDC Resolution 2004-O1 Page 1
NOW, THEREFORE, THE PETALUMA COMMUNITY DEVELOPMENT COMMISSION DOES
HEREBY RESOLVE AS FOLLOWS:
Section 1. The Commission hereby approves the ,First Amendment to Owner
Participation Agreement ("First Amendment") attached hereto as Exhibit A and
incorporated herein by reference.
Section 2. The Executive Director and Secretary of the Commission are hereby
authorized and directed to execute the First Amendment on behalf of the Commission,
subject to any minor technical revisions as may be approved by Commission counsel.
The Executive Director and Secretary are hereby further authorized and directed to
take such further actions and execute such documents, including the First
Implementation Agreement to Subordination and Standstill Agreement, as are
necessary to carry out the First Amendment on behalf of the Commission.
PASSED AND ADOPTED by the Petaluma Community Development Commission
this 26'h day of January 2004 by the following vote:
AYES: Chair Glass, Harris, Healy, O'Brien, Torliatt
NOES: Vice Chair Moynihan _ __ ,_
ABSENT: Canevaro _ - -,
.~ -~-
- ~ %-
ABSTAIN: None _._~ ~ - ~-
e
., _ _ _
~ - - - -
'd Glass, Chair"-- -- ~ -~'
-,
- - - -,
ATTEST:
Gayle Petersen, Recording Secretary
APPROVED AS TO FORM:
Richard R. Rudnansky, Gen
oun
PCDC Resolution 2004-O1 Page 2
FIRST AMENDMENT TO
OWNER PARTICIPATION AGREEMENT
This First Amendment to Owner Participation Agreement (the "First Amendment")
dated for reference purposes , 2004, is entered into by and between LOK
PETALUMA MARINA HOTEL COMPANY, LLC, a California limited liability company
("Participant"), and the COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF
PETALUMA, a public body, corporate and politic, of the State of California, having
offices at 1 1 English Street, Petaluma, California 94953 ("Commission").
RECITALS:
Capitalized terms not otherwise defined herein shall have the meaning ascribed
to such terms in the Original OPA (defined below).
A. Commission and Participant entered into that certain Owner Participation
Agreement dated April 17, 2001 (the "Original OPA").
B. In accordance with the Original OPA, Participant has completed the
development of the Site and the parking lot adjacent to the Site, and Commission has
disbursed some of the loan funds to Participant.
C. Participant and Hotel Employees and Restaurant Employees Union, Local
2850, AFL-CIO have entered into a new Memorandum of Agreement governing labor
union organizing activities at the hotel, which replaces that certain Memorandum of
Agreement dated August 2000.
D. Commission and Participant now desire to amend the Original OPA to
modify Participant's obligations with respect to payment of living wages, labor union
organizing activities and funding of river front enhancement improvements, and to
clarify certain other provisions of the Original OPA all as set forth herein.
E. Concurrently herewith Commission and Participant's lender, WG
Investments, LLC, have entered into a First Implementation Agreement to Subordination
and Standstill Agreement, confirming that this First Amendment and the Memorandum
of First Amendment to Owner Participation Agreement to be recorded against the
Project gs set forth below shall not affect in any way the relative priority of any lien or
agreement recorded or entered into prior to this First Amendment among the parties
hereto or by and between Commission and WG Investments, LLC.
PCDC Resolution 2004-O1 Page 3
AGREEMENTS:
NOW THEREFORE, in consideration of the foregoing recitals, and for other
valuable consideration, the receipt and sufficiency of which are hereby
acknowledged, Participant and Commission hereby agree as follows:
1. Amendments to Definitions Under Section 100. The following definition
under Section 100 of the Original OPA is hereby revised to read as follows:
"Agreement" means the Owner Participation Agreement between
Commission and Participant, dated April 17, 2001, as amended by
the First Amendment to Owner Participation Agreement, dated
2004.
The following definitions are hereby added to Section 100 of the Original
OPA:
"WG Investments" means WG Investments, LLC, Participant's
current primary lender, which provided the financing for
development of the hotel and parking lot improvements.
"Luna Investments" means Luna Investments LLC, a Delaware
limited liability company, the manager of the Managing Member,
as defined in the Managing Member's LLC Operating Agreement.
"Original OPA" means the Owner Participation Agreement
between the Commission and Participant, dated April 17, 2001.
2. Approval of Change in Management and Control. Commission hereby
approves Luna Investments as the manager of the Managing Member.
3. Amendment of Section 314.2. Section 314.2 of the Original OPA is hereby
deleted in its entirety and restated as follows:
"314.2 Labor Union Organizing. Participant covenants and
agrees that it shall comply with all of the terms and conditions of that
certain Memorandum of Agreement among RIM Corporation, Participant
and Hotel Employees and Restaurant Employees Union, Local 2850, AFL-
CIO, dated October 29, 2003, governing labor union organizing activities
at the hotel."
4. Amendment of Section 314.3. The following sentence is hereby added to
the end of Section 314.3 as follows:
"Notwithstanding the foregoing, this section 314.3 shall be of no force or
effect if a majority of the employees employed at the Project select Hotel
Employees and Restaurant Employees Union, Local 2850, AFL-CIO or any other
union as their exclusive representative for purposes of collective bargaining.
PCDC Resolution 2004-O1 Page 4
Furthermore, this section 314.3 shall be of no force or effect as to any employees
who are represented by a union for purposes of collective bargaining in
connection with their employment at the Project."
5. Amendment of Section 506. Section 506 of the Original OPA is
hereby deleted in its entirety and restated as follows:
"506. Funding of River Front Enhancement Projects. In
consideration of Commission's provision of the Commission Assistance to
Participant, Participant shall pay to the City of Petaluma, for each of the first (1st)
through fifth (5th) Operating Years, the sum of Twenty Five Thousand Dollars
($25,000) per Operating Year. Said funds shall be paid by Participant to City no
later than thirty (30) days following the start of each of the first (l st) through fifth
(5th) Operating Years. Commission shall require that said funds are allocated by
the City of Petaluma specifically to fund riverfront related public works and/or
parks and recreation projects that will enhance that portion of the riverfront area
between the turning basin and Shollenberger Park. Commission shall cause City
to consult with Participant and to consider Participant's input regarding the
specific riverfront related projects to be undertaken by City prior to City's funding
of said projects, however, the final decision as to which projects to undertake
shall be made by City in its sole reasonable discretion. Commission shall also
cause City to install and maintain, for the duration of the riverfront improvement
work, a small sign at the location of the work recognizing the respective roles of
the City and the Sheraton Petaluma Hotel in performing and funding such work.
Commission acknowledges that the City of Petaluma has received from
Participant the first $25,000 installment of the foregoing funding on or about
December 19, 2003."
6. Amendment of Section 701. Participant's address for Notices in Section
701 of the Agreement is hereby amended to read as follows:
LOK Petaluma Marina Hotel Company, LLC
Luna Investments, LLC, Manager of Managing Member
c/o Friedemann, O'Brien, Goldberg 8~ Zarian LLP
420 Aviation Boulevard, Suite 201
Santa Rosa, CA 95403
Telephone: (707) 543-4900
Facsimile: (707)543-4910
Attention: Steven M. Goldberg, Esq.
The parties may designate by Notice any ofher address or any other
person to whom any future Notices are to be sent.
7. Memorandum of First Amendment. Prior to Commission's execution of this
First Amendment, Participant shall execute, acknowledge and deliver to Commission
for recordation in the Official Records of Sonoma County, California, a "Memorandum
of First Amendment to Owner Participation Agreement" in the form attached hereto as
Attachment No. 1 .
PCDC Resolution 2004-O1 Page 5
8. Conditions Precedent to Effectiveness of First Amendment. This First
Amendment shall become effective only upon the satisfaction. of each of the following
conditions:
(a) Participant shall have executed, acknowledged and delivered to
Commission the Memorandum of First Amendment to Owner Participation Agreement.
(b) The First Implementation Agreement to Subordination and Standstill
Agreement described in Recital E, above, shall have been fully executed and
acknowledged by Commission and WG Investments and shall be ready to be recorded
immediately following full execution of this First Amendment..
9. Authority of Participant. Participant and each person executing this First
Amendment on behalf of .Participant does hereby covenant and warrant that (a)
Participant is duly organized and validly existing under the laws of the State of
California; (b) Participant has full power and authority to enter into this First Amendment
and to perform all of its obligations hereunder; and (c) each person (and all of the
persons if more than one signs) signing this First Amendment on behalf of Participant is
duly and validly authorized to do so.
10. Authority of Commission. Commission and each person executing this First
Amendment on behalf of Commission does hereby covenant and warrant that (a)
Commission has full power and authority to enter into this First Amendment and to
perform all of its obligations hereunder; and (b) each person (and all of the persons if
more than one signs) signing this First Amendment on behalf of the Commission is duly
and validly authorized to do so.
1 1. Ratification. Except as amended hereby, the OPA remains unmodified
and in full force and effect.
IN WITNESS WHEREOF, the parties have executed this First Amendment on the
respective dates set forth below,
2004
COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF PETALUMA, a public
body corporate and politic.
By:
Chair
Attest:
Commission Secretary
PCDC Resolution 2004-O1 Page 6
.. ~
"COMMISSION"
ATTEST:
By:
Commission Secretary
APPROVED AS TO FORM:
MCDONOUGH, HOLLAND 8~ ALLEN PC
By:
Commission Counsel
2004 LOK PETALUMA MARINA HOTEL COMPANY, LLC,
a California limited liability company
By: LOK PETALUMA MARINA DEVELOPMENT
COMPANY, LLC, a California limited
liability company
Its: Managing Member
By: LUNA INVESTMENTS, LLC, a Delaware
limited liability company
Its: Manager
By:
Thomas H. Birdsall, Manager
"PARTICIPANT"
PCDC Resolution 2004-O1
Page 7