HomeMy WebLinkAboutStaff Report 01 PCDC 03/05/2001 .
'CITY OF PETALUMA, CALIFORNIA
• PETALUMA COIVIMIJNITY DEVELOPMENT COMMISSION
Hib' AGENDA BILL .
Agenda Title: Discussion and Action on Proposed Ariiehdilienrto Meeting Date:
Owner•Participation Agreement with LOK Petaluma Marina Hotel March 5, 2001
Company, LLC
Department: Director , Contact Person: Phone Number: 778=4581
PCDC/City Manager Marangella .Marangella
•
Cost Of Proposal: 0 - _ Account Number:. NA ' •
Name of Fund: NA
Amount Budgeted: 0
Attachments to-Agenda Packet Item:
I. Correspondence from LOK`Group requesting amendment to:Owner Participation,Agreement
2. Owner Participation Agreement (OPA) by and between the:PCDC and LOK Petaluma Marina '
HotehCompany,.LLC
3. Resolution Authorizing;Amendmentto OPA
Summary Statement:
On December 11, 2000, the Petaluma Community Development Commission approved an,Owner
Participation Agreement ((PA) by and between the PCDC and LOK Petaluma Marina Hotel
Company, LLC. Included in the OPA;is Attachment 4, "Schedule'of Performance:" that details the
dates by which certain actions to.implement the transaction should occur.
•., Subsequent to the approval of-the OPA and prior to execution ,thereof, the LOK Group advised"the
City Manager that the delivery of steel used to construct the•building, is delayed by eight weeks.
Additionally,-it was pointed oufthat'the building permit was issued three months later than originally"
anticipated. Therefore, the LOK Group;is•requesting the approvalof,the PCDC to amend Attachment
No 4, item 7, "Completion. of Construction.of Participant's Improvements," under the "Date" 1
heading,
extensi
on "Within 24
Section o702' f the'Agreement providesrfor by
uch an extension.Y. ' This is an
It is recommended that the,PCDC'adopethe attached resolutfon.authorizing the amendment.
Council Priority: THIS AGENDA ITEM IS'CONSIDERED To BE'P 1U OF, OR NECESSARY To,,ONE;OR,
MORE OF THE' 1999-2000 PRIORITIES ESTABLISHED,:BY THE :CITY COUNCIL ON JANUARY 30, 1999 ,
AND MARCH'18,2000.
Priorities: 1. Complete.Redevelopment Agency,Review: Maximize Income
2. Establish,Revenue Recapture,& Regeneration-Program Revenue Generation—
Recommended City Council Action/Suggested:Motion:
Adopt the attached resolution, amending,the Owner Participation Agreement,(OPA) by and between the
PCDC and LOK Petaluma Marina Hotel ;Company, LL'C, establishing the completion date of
construction of improvements to be 24.months:after commencement. •
eviewed by inance.Director: Reviewed by City:Attoruevi Approved by City Manager:
D t.: bate: 7 Date:
1 - odav's d ate: Revision.# and Date Revised: File Cone:
.
•
3. ALTERNATIVES. • •
The Lok Petaluma Marina Hotel Company, LLC, is acting in accordance with Section
702 of the Agreement. .An altelnativeiwould'be netltorapprove, and.the result would
ultimately be that the;hotel grotipCould not meet the,construction schedule.
4. FINANCIAL IMPACTS:
None
5. CONCLUSION:
The Lok,Petaluma Manna Hotel Company has requested an extension,of time with
respect to Attachment NO. 4, Item`7-="Completion.ofCOiistruction of Participant's
Improvements" in`accordance with+Section 702,-of the Agreement.
The PCDC has the authority to`provide,the requested extension as provided by the terms
of the Agreement:
6. OUTCOMES.ORPERFORMANCE MEASUREMENTS THAT WILL IDENTIFY SUCCESSOR
COMPLETION: - --The Lok Petaluma Marina Hotel is to be opened byMay'2002.
• 7. RECOMMENDATION:
It;is recommended that the.Petaluma Community Development Commission adopt,the
• resolution in Attachment III,;authorizing.a six Month extension for the completion of
construction of the Lok Petaluma Marina Hotel. •
•
•
•
•
CITY'OF PETALUMA, CALIFORNIA •
Petaluma Community Development Commission
• MARCH 5,2001
•
AGENDA REPORT
FOR
PROPOSED.AMENDMENT TO OWNER PARTICIPATION AGREEMENT WITH
LOK PETALUMA-1VIARINA HOTELCOMPANY, LLC
•
I. ExECUTivE;SUMMARY:.
On December 11, 2000, the Petaluma Community Development Commission approved an
Owner Participation Agreement (OPA) by and between thet-PCDC and LOK Petaluma Marina
Hotel Company; LLC. The parties have not yet executed,the OPA. Included in the OPA is
Attachment 4, •"Schedule tof of Performance," that details the dates by which certain actions to
implement the transaction'should'occur.
Subsequent to the approval of the OPA and prior to execution thereof, the LOK Group advised,
the City Manager that the delivery of steel used to construct the building is delayed by eight
weeks. Additionally, it was ointed,oit that the building!permit was issued three months later
than onginallyi?anticipated. Therefore, the LOK.Group is requesting the approval of the PCDC
to amend Attachment No 4, item 7, "Completion of Construction of Participant's.
Improvements," under the "Date" heading, to read "Within 24 months after commencement
thereof by the Participant." This is an extension of six months'. Section 702 of the Agreement
provides for such an extension..
•
A-PCDCresolution approving the,requested amendment-is provided in Attachment III..
2. BACKGROUND:
The LOK .Petaluma Marina Hotel :Company, LLC, has' offered to enter into an "Owner
Participation Agreement in good faith and did,not anticipate a delay in the delivery of building
materials or the issuance of a building permit. In order to maintain the lintegrity of the
agreement, the company immediately advised the City Manager of the delay,and requested,an
amendment to Attachment-4, Schedule of Performance. The company has maintained the other
elements of the;agreemenfand intends to have the hotel open by Mayof 2002.
.Section 702 of the-Agreement, "Enforced E elay;tExtensien of Times of Performance", states:
"In additionto specific'provision"s•of this,Agreement, performance;by either party •~
hereunder shall not be deemed to be in Default, and all performance and other
dates specified in this Agreement:shall'be extended, where delays or Defaults are
due to inability to secure necessary labor, materials or tools; delays of any
contractor,,subcontractor or supplier..::or any other causes'beyond the control or
without the fault of the party claiming an extension of time to perform...
Notwithstanding anything to ther contrary'in this Agreement, an extension of time
• for any such cause ,shall be for the period of the enforced ,delay and shall
commence to run from the time of the commencement of the cause ... Times of
the performance under this Agreement may also be extended in writing by the
mutual agreement of Comnrissionand Participant:"
• Attachment I
• Cotrespondente
from
LOK Petaluma Marina Hotel Cpmpany, LLC
Requesting Amendment to Owner Participation Agreement
• JAN-032001 DIED 02,16• PM LOK GROUP OF COMPANIES: FAX No. 707 585 1017 , P. 01
Fax
To: Fred Stouder, City Manager
Of: City of?etalitma
Fax: (707)'77,13=4419
•
Phone: (707)/778-4345
Pages: 1,.inciudingjthis cover sheet.
Date: Januaty. 3,2001
Fred:
• Don asked me to'touch base•with you onttvonianers. First,I•wanted to keep voffinform"ed
on the status of our construction financing.. We arc anticipating putting.an SI S million construction
loan'in place sometime in Aprils 2001." In the meantime,we have obtained:gap financing from the
group who had helped us with the pre-development financing, Cascitdc Acceptance Corporation.
They arc providingtus with a$3,million"bridge"loan to help purchase"the steel being:fabricated
overthenext few months. They will be repaid when the construction loan funds.
Also, Don mentioned there was something in the agreement regarding "completing
construction within 18 months of Juiy 1,-,20007.•That,was:a date which would have worked if We
could have obtain our building permit back m"March,2000 and had the project fully:bid. As,you
know,the building permit"was not issued',until late'July 2000;,and our steel delivery will take atleast
S-weeks longer;than originally projected. IL was suggested that the 18-months could be,changed to
24-months:or, as an alternative,just make it.18-months fotlowing.execution of theOPA. Either
to Lion o WoUld Work.
s steel is early May r If Zand erection begins May 1,2001,tbetproject should be able
Givc.me:ril.call and we::can cOntirm how you want;to'handle it. Thanks in advance:for the
help. All the best-for:ad3appy New Year!
-�� From the leak
-
Cent FA Moot>onne:1
• Vaa Croup M Co& anies
Lok Coop of Companies
5050 Petaiuma.HW%Road
cc: Kirkman°L.Lok• Santa Rasa,CA 05404,
Phone:.707-5&4-8284:
Donald J.Black,Esq.. Fax::707-385-1017
Attachment II
Owner Participation Agreement (OPA)
• by and between
the PCDC and LOIC Petaluma Marina Hotel Company, LLC
Y
,�
McDoxouGH, HOLLAND &MLE:, JAN i p 1 ga
•• A PROFESSIONAL CORPORATION JAN 0 5 2O I
ATTORNEYS
1999 HARRISON STREET. SUITE 1300- CITY MANAGER
. OAKLAND, CALIFORNIA 99512 AH2VVu ovncc
EaR cn MAL_. ry r
' • ;(510) 273-6780 • Sn CRAMEry raL Cw LlroRr.�H95filOn•
(9l6) 444-3900
GERALD J.RAM IZA TELECOPIER (SI0) 939-9100 7 ttecR PIER:(SIS) 444-6334 •
422.CENTURY CITY OF-ICE
OR:NE SUITE A
PC BOX 776
TUBA CI a A'.98992-077.6
TY(530) 674-9761
7 EC[COPiER:(5301 271-0990
January 4,2001
Donald j Black; Esq.
• Law Offices of'Donald J. Black
2213 MendocinoAvenue •
Santa Rosa, CA 95403
Re: Proposed Ovine*Participation Agreement__--LOK Marina Hotel Co.,LLC.
• Dear Don:
I:enclose for your review the final:version of:theabovereferenced agreement _.
together with redlined pages'showing'the latest revisions,. I'have also enclosed,a copy
of the deed of trust tosbe recorded,against the property., I
I understand.that Dennis.MacDonneil has submitted to the Commission a I ,
written;request to extend the outside date for completion of the.hotel improvements as
a result of delays m obtainingstructural steel for the project. As-we discussed,.I-will
• hold off sendinb the execution documents-lb you,for your'client's signature until the
Commission.Bdard has had an opportunity to consider:the,extension request.
i If you.have'any questions; please give-me'a,call.
Very truly- -ours,
•
. . . Gerald J..Ramiza -
'GJR:lh
Enclosure •••
• cc/enc: Frederick C..Stouder, City.Manager'
RicharcfRudnansky, City Attorney •
L:r/.Black/01-04-01 1
•
•
•
OWNER PARTICIPATION AGREEMENT
By arid between the
• COMMUNITY'DEVELOPMENT.COM1VIISSION
OP THE CITY.OF PETALUMA
and
LOKPETALIWA MARINA HOTEL CONIPANY, LLC,
a California limited•liability Conipany
•
PeCaliima,Con-ununitirDevelopment Redevel op fnerit Froject
••
TABLE OF CONTENTS
•
•
Pace
100.
•DEFIN1110NIS 2
200. REPRESENTATIONS AND WARRANTIES • 8
•
201. Commisscon Representdtions 8
(a) . Authority 8
•
(b) 'No Conflict 8
(c) NO Con-irr. iission Bankruptcy 8
202.. Participantistepresentations 9
(a) Authority 9
(b) NOCOnflict • 9•
(c) No Participant-Bankruptcy 9
(d) LeaSes and'OtheThInterests 9
(e) Title 9
(f) , Litigation 9
(g) Governmenta1C6inpliance 9
(h) Parking LotrImprOVenients - - -9
203. Prohibition.Againet Change.in Ownership, Managernefit and Control of
Participant 10•
204. Alnendinefits to LLC Operating Agreement 12
205. Guarantee _ 13
. .
300. DEVELOPMENT OF.THEBITE - • 13
301. :Seope of Development• 13
302. Peirnits and Approvals 13
303.„ Schedule of Perfoimance 13
304. Cost of Project and Improyernents 13
305. , InsuranceRegiurements
306. -Rights ofAccess 14
307. •CompliancE\With Laws;Indernnity;Waiver 14
'308. Taxes and Assessments - - 15
'309. Co ndi6oh of the Site - . 15
•
•
Liens Notices 16
• . .
311. Certificate of Completion
312. Submission of,Evidence of Financing Commitments and Loan Closing• 17
313. Mortgage,Deed of Trust:Sale and Lease-Back Financing' '18
313.1 No Encumbrances,ExcepeMertgages;Deeds,of Trustpor Sale:andIease- •
Back far Development 18
313.2 Holder Not Obligated to Construct Iniprovements - .. 13
313.3 NotiCe of Default to'Mortaaaee or Deed of Trust Holders;Right toCüfe 18
314. • Work Force Commitments 19
314.1 Local Contractor and Union Contractor Requirements 19
314 2 Card Check Neutrality
• 314.3 LiYing Wage Requirements 70
400. COVENANTS,RESTRICTIONS AND AGREEMENTS 20
401. Agreement to be Recorded Affecting Real;Property 20
500. FINANCIAL PROVISIONS
501. Provision of Commission Assistance 71
501.1 Eligible Project Costs 21
502, - Eligible Construction CostLoan .
502 1 Conditions of Eligible ConstruCtiomCcistiLoan DiSbursement. 22
(a) Promissory Note—Eligible ConstructionCost Loan
(b) Construction Loan Escrow Instructions
(c) No Default
(d) Agreement tdbeaecorded Affecting Real-Property - 22
(e) Approval of.EViderice-ofFinancirig .. 22
502:2 Repayrnent of Eligible ConstruOtibn Cost Loan • • - 23
503.. 'Tax Increment Loan
503.1 Disbursement of Tax IncrementiLoan 74.
•
503 2 Conditions of Tax Increment Loan Disbursement 25
(a)' Completiorfof Improvements 25
(b) Promissory Njote and Deed of.Trust--Tax Increment Loan 25
(c) NoiDefault „
. .
(d) Sheraton Flag(at Op,ening _ 25
(e) Operation of Project • 26
(f). Payment of Property Taxes. . 26
(g) - • Saletf.the Projects, _ , • • • 26
(h) Minimum Project Value 26
(i) Financing Cortm-titments 26
d). Agreernent tolbe Recorded.Affecting,RealfP,roperty '26
(k) Guarantee _ 26
503.3 Repayment-of Tax Increment Loan 26
504. Deferred Participation Payments I 27 •
505. Annual Financial'S btemente • 28
506. Funding of Nen-Profit Cbi-plofation - • 28
600. DEFAULTS AND REMEDIES t
601. DefaulfRemedies _ 29
602. Institution of Legal Actions 29
603. Termination by the:Participant
604. _Termination by.the'Comth.&'Ion ' 29
605. Acceptance of Seryiee of Process 30
606. Rights and Remedies AreCumulative 30
607. Inaction Not a Waiver of Default 30
608. Applicalbie Lacy
700. GENERAL PROVISIONS 30 • r
701. Notices,Demands and CRuninunications Eetweenthe Parties 30 ,
702. Enforced-Delay;6:tension of tines of Performan.ce 31
703. Successors and Assigns •- 32
704. Meinoraftchini of Agreement - , 32
705. Relationship Between Conunission andParticipant 32
706. Commission Approyals.and Adions 32
707. Counterparts- 33
708. Integration _
33
•
709. • Intentionally Omitted
.
' 710. -Tiles and Captions 1 33
711.. Interpretation - 33
712. No Waiver. , .
713. NIOdifications
714. Severability - 33
715. Computation of Time • - 34
716. Legal Advice • , .34
717. Tima'of ESSence
718. Cooperation
719. Conflicts of Interest - - 347
720. Time for AOceptance oE Agreerhent by Commission . • '34
721. PaitiOrparit's Indemnity-
722. Date of Ag-reernent • , 35 S
723. Nonliability of Officials'andDmployees of the Con:mission and the
Participant 35
•
724. Assignment'by Codurtission 35 •
•
•
v
•
• e
•
ATTACHMENTS
Attachment No 1 Site Map
AttachmentNo:2 SiteLegal Description
Attachment No 3A• Promissory Note-Eligible Construction Cost Loan
Attachment No.3B ;Promissory Note-TakIncrement Loan
Attachment No:4 'SChedUle;of Performance
Attachment No.5 • •Scope of Development
Attachment No. 6 Certificate of Completion
Attachment No 7 Memorandum of Owner'Participation Agreement
Attachment No S Agreement to'be Recorded Affecting:Real Property
Attachment No,9 Eligible Project Costs Budget
Attachment No. 10 Guaranty
•
•
•
•
• � .. ..
OWNER`PARTICIPATION AGREEMENT' •
•
THIS OWNER,PARTICIPATION AGREEMENT•(this!:"Agreement")dated
fors reference,purposes • , 2001, is entered into by and between the
COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF PETALUMA,
a public,body corporate and politic?(the "Commission°), and LOK'PETALU•MA
MARINA.HOTEL COMPANY, LLC, a California limited liability company (the
"Participant").
RECITALS
The following jecitals area substantive part of this Agreement}capitalized
terms used'herein and not otherwise defined are d'efined'.in Section 1:00 of this
Agreement:
•
A. The Commission is;a public body, corporate and politic, exercising
governmental functions and powers and organized and ;existing under the
• Community Redevelopment'Law of the State' of California `(Health and.Safety
Code Section 33000, et seq.).
B. In furtherance Of the:objectives of the Conurnmity Redevelopment
Law, the Commission desires to encourage and promote.the;redevelopment of a
certain approximately two (2) acre portion of the Petaluma .Community
Development Redevelopment Project generally located at the junction of the
Petaluma River and U:,S. Highway 101 in the City of Petaluma and, more
particularly depicted in Attachment No 1 attached hereto (the "Site").
Participant is the fee owner of theSite:
C. ' Participant qualifies as an "owner participant" as that term is •
defined in the Redevelopment Plan,and the Community Redevelopment Law..
Participant desires to participate iri the redevelopment-Of-the Site in accordance
With the'Comrnunity Redevelopment Law'and thesterms of this Agreement.
D. The Commission is autltcrized and empowered under the •
Community Redevelopment' Law,, to enter into agreements`for the acquisition,
disposition and development of real property and otherwise to assist in the
redevelopment of real property ;within a'.redevelopment project area'in
conformity with n;redevelopment-plan adopted;for such area, to acquire-real and
personal property in.redevelopment project areas to receive consideration for
the provision by the Commission of redevelopment assistance; to make and
111, execute contracts and.other instruments necessary or convenient to the exercise
of its powers; and to incur'.indebtedness to finance or refinance redevel_oprnent
projects.
•
•
•
•
•
E. Commission,and Participantdesire to enter into'thissAgreeinent in •
• order to implement the,provisions of'the Redevelopment Plan by providing for
(i), the Commission Assistance to the Participant and (ii) the Participant's
improvement:of the Site with a three star/four diamond, four (4) story, one
hundred eighty-three (183).room Sheraton Hotel, Participant's .expansion and
improvement of'the parking lot located directly adjacent to the Site,and depicted
on Attachment No. 1 attached hereto (the "Parking Lot") to include'anradditional
one,hundred eighty-four (184) parking,spaces, and Participant's construction of
. appurtenant .improvements, all as described-in the Scope of Development
attached hereto:as Attachment No. 5:
F. The Commission firther desires to enter into this Agreement:to
ensure the redevelopment of. the, Site because, pursuant to the Community
Redevelopment Law and the Redevelopment Plari, such actions will help to
eliminate blight within the Project Area, increase employment opportunities
within the Redevelopment Project, generate additional taxes with which the
community can;increase;'and improve the supply of low- and moderate-income
housing and assist in providing an environment for the social, psychological.and
economic.growth and well-being of'the citizens of the City.
•G. The fulfillment of this Agreement's the vital and bestinterests of •
the City'and the,health,safety and of itsfresidents and in accordance with •
the provisions`of applicable federal, state and local law.
NOW, THEREFORE, the Commission'and the Participant hereby agree as
follows: •
•
100. DEF3NITIONS •
"Agreement means this_Oivner Participation Agreement between the
Commission and:the Participant.
"Agreement to be Recorded' Affecting' Real Property" means the
agreement totbe recorded affecting real property attached hereto as Attachment
No. 8.
"Capital:Event" means any transaction prior to the Sale of:the Project;
including, without limitation, a refinancing of the Project,,the conveyance.of.a
partial+interest In the Project or theSite, a condemnation of.the Projecti(or similar
eminent domain taking'or disposition in lieu thereof) or'destruction by'casualty,
pursuant to which the Managing Member of Participant receives .any capital
distribution in excess'of the Managing Member's Equity Repayment. •
• "Certificate of Completion" .means the .document which evidences the
Participant's satisfactory completion of.the construction and mstallation.df the
• L OK:Hotel OP:!-anal' 2 •
•
•
• Improvements,asset forth incSection 311 hereof; in the form.of AttachrnentNo. 6
hereto which is incorporated,herein. •
• "City''means the City of Petaluma, a California municipal corporation.
"Commission" means the"Commi ity'Development Commission,of-the
City of Petaluma, a public body, corporate and politic, exercising governmental
functions and powers and organized and existing 'under Chapter 2 of the
Community Redevelopment Law of the State of.California; and•any assignee of
or successor''to its?rights,powers and;resporisibilities.
"Commission Assistance" means both the Eligible Construction Cost Loan
and the Tax=IncrernentiLoan. -
- "Commission Equity Share"'"i's;defined"in•Section 504 hereof.
"Conditions Precedent to Eligible Construction Cost Loan Disbursement"
is defined in Section 502.1 hereof:
"Conditions Precedent to Tax Inerement Loan,Disburserrlent" is defined in
Section:503.2 hereof. •
"Date of Agreement" means the date upon which this Agreement shall
have been signed by the Commission.
•
"Default" means 'the failure of:a party to perform•any action;ior covenant,
required by this Agreement within the time.periods provided herein following
notice and.:opportunity to cure, as setforth'in Section 601 hereof:
"Deferred Participation Payments" is defined in.Section 504 hereof..
"Eligible Construction Cost Loan"is-defined in Section 502 hereof:
•_
"Eligible Prolect,Costs" is defined'in-Section 501.1 hereof:
"Eligible Project Costs Budget" means the Eligible'Project Costs Budget
attached--hereto as.Attaehrrlent No. 9. •
"Governmental Requirements" means all laws, ordinances; statutes, •
codes, rules, regulations, orders and decrees, Of the United States, the State of
California, the County of Sonoma, 'the City., or any other political subdivision in •
which the Site is located, and of,ans other political; subdivision, commission or
instrumentality exercising jurisdiction over the Commission, the Participant or
the Site.
•
• "Gross.Project•Revenues" Means'the entire 'gross' feceipts or-every kind
and nature (excluding Transient 'Occupancy Tax Revenues and sales tax
revenues Collected by the Participant) actually received by Participant from
LOK'Hotel OFA final 3
•
e
operation of the Project, including;.without limitation, Project Room.Revenues, •
food and;beyerage,banquet and restaurant!sales and parking receipts.
"Hazardous Materials" means any substance,:material, or:waste which,:is
or becomes regulated by any local governmental authority,..the State of
California, or.the United:States Governitent, including, but not limited to, any
material or substance which is (i) defined;as a "hazardous waste,," "extremely
hazardous waste,"for "restrictedEhazardous waste'' under Section 25115, 25117 or
. . 25122.7, or listed pursuant to Section 25140 of the:California Health and Safety,
Code, Division 20, Chapter 6.5 (Hazardous Waste;Control Law), (ii) defined as a
"hazardous substance" under Section 25316 of the California Health and Safety
Code, Division 20''Cha ter'6.8 Car enter Presle Tanrier'Hazardous Substance
Account Act), (iii)�'defined as a "hazardous; mate ial," "hazardous;substance;" or
"hazardous waste" under Section 25501 of the California Health and Safety
Code,:Division 20, Chapter 6.95 (Hazardous Materials,Release Response Plans •
and Inventory), (iv) defined as a "hazardous substance" under Section 25281 of
the California,Health and Safety Code, Division:20,'Chapter; 6 7 (Underground
Storage of Hazardous Substances),. (v.) petroleum, (vi) friable asbestos,
(vii) polychlorinated byphenyls, (viii) listed under Article 9 or defined as
"hazardous" or^"extremely hazardous" :pursuant to Article 11 of Title,22 of the
California Administrative Code, Division 4, Chapter 20, (ix) designated as
"hazardous substances" pursuant to Section 311 of the Clean. Water Act
(33 U.S:C..§1317);.(x) defined as a "hazardous waste"pursuant to Section 1004 of
the Resource.Conservation and Recovery Act, 42 U.S.C. §6901 et seq.-(42 U'S.C.
§6903) or (xi) defined as "hazardous substances"-pursuant to Section 101 of the
Comprehensive?Environmental Response, Compensation, and.Liability Act,
42 U.S.0 §9601 et-seq., as the foregoing statutes and regulations now exist or
may hereafter be amended.
"Hotel Rating; means either •a"AAA" hotel,rating of cat least four (4)
diamonds, or a"Mobile;Travel.Guide" hotel rating:of atleast three (3) stars.
• "Improvements" means the:;four (4)„story, one_hundred eighty-three (183)
room, Sheraton hotel,which meets lthe.Hotel Ratinglrequirements, together with
the expanded parking facilities (including the additional one.hundred eighty-
four (184) parking spaces) and appurtenanton-site and off-site improvements to
be constructed and installed by Participant as set forth herein and in the Scope of
Development. 6”
"Indebtedness" means any and all ,indebtedness of the Commission
outstanding as o'f the Date of Agreement; together with any "Tax.Allocation
Bonds `Indebtedness shall also include all, such.Indebtedness refinanced;from
time to time by Commission after the Date of Agreement.
"LILC Operating Agreement" means the LOK Petaluma Marina Hotel. •
Company, LLC Operating Agreement dated April 1.7,,2000, as the same,may be
amended from time to time.
LOK'Hotel OPA-final 4..
•
• -
"Managing Member's Net• Incoine from Capital Events;' ;means any
amounts t'obe paid•to the`Managing,Members of Participant:upon the occurrence •
of:a Capital''Event:and/or upon the Sale of the Project;in excess of'the:Managing
Member's'Equity,Repayment
"Managing-. Member's Net Income from Operations" means those
amounts to be paid to the'Managing Member of;Participant=from the net income
from operations of the Project.
"Managing Member's Equity Repayment" means•the amounts'to be paid
to the Managing Member, of Participant upon the occurrence of a Capital Event
and/or upon the Sale!of the Project:in order'to-repay the Managing Member for
all or a:portion ofdts capital inVestrhent in the Project;up to a:maximum of SIX
MILLION DOLLARS;($6,000,000). '
"Managing Member means Lok Petaluma Marina Development
Company, LLC a California hfnited:liability company, the sole, managing"Class
B" member of Participant`as defined in the'LLCOperating Agreement.
' • "Memorandumiof Agreement" is defined in Section 704 hereof.
• "Non-Managing Members'°means the non-managing "Class A"-members
of Participant as defined in°.the LLCOperating Agreement.
"Notice" shall mean:a notice in the:form prescribed by Section 701 hereof:
"Operating-Year" shall mean the one-year penods,commencing upon the
• first January 1 or July 1 following, the date that Participant has obtained a
certificate..of occupancy for the Project and opened for business to the public and
ending on the calendar'day (i e:, December 31 or June-30, as applicable)'
immediately prior to the;first anniversary thereof,:each succeeding Operating
Year shall commence •on •the day following the last day of the preceding
Operating Year;and shall;terininate:on;the calendar'da_y immediately prior to the
first anniversary ofsuchsucceeding Operating Year:
"Parkmg;Lot" means the existing parking lot located:directly adjacent to
the Site and depicted,in the Site Map,•which:is`to be.`improved and expanded by
Participartt:as provided in`the Scope of Developmenf._
"Partrcip'ant" means Lok Petaluma M ar-ina Hotel .Company, LLC, a
California limited liability company. . .
"Pass Through Agreements" means: (i) the Agreement By and Among
the City of'Petaluma; California, the Co"n munity Development Commission of
• the City of Petaluma,'the Sonoma ;County Library and the'County of Sonoma,
dated September;,1988;,.and (ii) payments;or allocations pursuant to Resolution
No 8i 88. 72 of th&Cinabar School District, Resolution No. 106 of the Old Adobe
Union School District, Resolution No. 8889-1 of the Board:of E'ducation of the
LOK Hotel.OPA-final 5
•
.Petaluma City (Elementary) School.District,.Resoltition No. 8889-2•of the'Bbard •:
of Education of the Petaluma Joint Union"High. School District, "Resolution
• No 88-6 of the Waugh School District,Resolution;No , 7-11=88 of•the Sonoma
County Junior College District and the Resolution of the: Sonoma County
•
Superintendent of Schools dated.December,29, 1993.
"Planned Development Plan"'means the planned development plan for
the Site approved:by the City Council of the City of Petaluma on November-1'6,,
1988, and;by the Sitetlan and Architectural Review Committeeon:May 27; 1999'.
•
"Project Room Revenues means:.the entire gross receipts received'by
Participant, allocable to the;renting of hotel rooms within the.Project.
"Project" means the Site and Improvements constructed on the Site but;
excluding any Improvements constructed off the Site, as set forth herein..
•
"Promissory ;Note — Eligible Construction Cost Loan" means the
promissory note securing Participant's obligation to repay the Eligible
Construction Cost Loan to Commission in the• form attached. hereto: as
Attachment NO. 3A.
"Promissory Note.—.Tax Increment Loan"'means the.promissory note •
securing,Participant's obligation to repay.the Tax.Increment Loan ter Commission
in the form attached hereto asAttachment.No. 3B. •
•
"Promissory Notes" means both the Promissory Note — Eligible
Construction Cost Loan and the.Promitsor-y Note—Tax'Increment Loan.
"'Property Tax Increment Revenues" •shall mean the property tax
increment revenues allocated to and received,by the Commission,pursuant ;to
Section 33670(b).of the Community Redevelopment Law,,as said:statute maybe
amended from time to time, by application of the one percent (1%) tax levied
against real property as'perrnitted By Article XIIIA of!the California Constitution,
in an amount attributable;by the Sonoma County Assessor-to the Redevelopment
Project, but specifically excluding therefrom the following: (a) charges.for
County administrative charges, fees, or costs; (b) the portion of tax increment
revenues'from the Redevelopment Project attributable to any special taxes or
assessments or voter-approved indebtedness; (c) the portion of the tax increment •
revenues from the Redevelopment Project (currently twenty percent (20%) or
such greater amount as may be amended from ,time-to-time,by the State
• Legislature) equal to the percentage of such revenUeel that the Commission,is
required' by law to set-aside in the Redevelopment Project as a whole; for
affordable.housing purposes, pursuant to the Community Redevelopment Law;
(d) the portion of the tax:.increment revenues!froth the Redevelopment Project
which the Commission is required to pay or pays to any and all governmental'
entities;as required.by the Community Redevelopment Law or pursuant to the' ..
Pass Through ,agreements, and any other agreements entered:-into by the
Commission and:such affected taxing entitiesirnplerrienting the'Pass Through
LOK.Horel CPAttfinal 6
• Agreements; (e),the'portion of tax increment revenues from the.Redevelopment
- Project equal to the percentage of•such revenues in the Redevelopment'Project as,
a whole which payments the State may mandate that the Commission pay from
time to time in the future, including, for example, and without limiting the
generality of the foregoing, any payments which the Commission may be
required to pay to the Education Revenue Augmentation Fund pursuant to •
Section 33681, et seq., of the Community Redevelopment Law;, and (f) that
portion o tax increment revenues•pledged to repayment of''Indebtedness
f .
"Redevelopment Plan" means the Redevelopment Plan' 'for the
Redevelopment Project, adopted by Ordinance No 1725 tof the City Council of
the City on August-17,1988, as•amended, and incorporated herein by reference.
"Redevelopment Project" means the Petaluma Community Development
Project, adopted by the City pursuant to;the Redevelopment Plan.
"Sale"of the Project" means the first conveyance by Participant:ofrall of its ,
interest in the Project at .arms length, to a third party not affiliated with the
Participant or any of itsMembers or any person or.entity which comprises its
Members, after. the completion of the Improvements as evidenced by the
Commission's recordation of the Certificate of Completion in accordance with
Section'311 hereof.
"Schedule of Performance" means that- certain Schedule of Performance
attached hereto as Attachment NO. 4 and incorporated herein by reference,
setting out the dates and/or time-periods by which certain obligations set forth
in this Agreement must be accomplished. The;Schedule of Performance is
subject to minor revision from time to time as mutually agreed upon.in writing
between the .Partici P ant and the` Commission's Executive Director, and the
Commission's:Executive•Directoris authorized to approve such min or revisions
as he or she deems reasonably necessary.
"Scope of Development" means that certain Scope of Development
attached hereto as Attachment'No. 5 and incorporated by reference,`which
describes the scope;,amount and quality of the work of Improvements to be
constructed and installed by the Participant., The Scope of .Development is
subject to revision only as provided herein. •
•
"Site Legal Description" means the description of the Site which is
. attached hereto as.Attaclment No 2 and incorporated herein.
"Site Map" means the map of the Site, together with the Parking Lot and
certain other adjacent areas, which is attached hereto as Attachment No 1 and •
incorporated herein.
"Site" means that, certain real property comprising a portion of the '
Redevelopment Pfoject, generally located at the junction of the Petaluma River
and U.S. Highway 10i in the City of Petaluma and consisting of approximately
•
LOIC Hotel OPA-finai,. 7
•
two (2).acres,;as delineated on the Site Map and more particularly:described,in •'
the Sife,Legal,Description..
"Tax:Allocation Bonds"'shall mean any bond, certificate of°participation
or similar -indebtedness or obligation of the Commission now existing or
hereafter incurred payable in whole or in part from the proceeds of taxes
allocated and paid to,the Commission from-within the..Redevelopment Project
. • pursuant to Health and Safety Code Section.33670(8) (as,said'statute may be
amended from time to time and include any legislative substitutions: or
subventions,for property tax increment revenues) that has been sold pursuant to
a public debt'offering or that represents the°private placement of debt mduding,
but not limited to, any obligation of the Commission to a joint powers authority.
that offers bonds to'the'public or through a private placement:
"Tax Increment Loan Cap".is defined in Sectoin 503 hereof.
"Tax Increment Loan" is,defined`'in;Section.503 hereof:
"Transient Occupancy Tax-;Revenues" means those transient-;occupancy
tax revenues received by the City pursuant:to Ordinance No. 1001'NCS adopted
by the City Council ofthe City, on October 5, 1970, in accordance with,California
Revenue and Taxation Code Section 7280.5, which result froth the ,'levy of the
transient occupancy tax on accom.modations'located.on the Site.
•
•
•
200. REPRESENTATIONS AND WARRANTIES: •
.
201. Commission Representations. Commission represents and •
warrants;to Participant as follows:
'(a) Authority. Commission is a public body, corporate and .
politic, existing pursuant to the California Community Redevelopment Law
(California Health and Safety, Code Section 33000), which•has„been authorized to •
transact business ,pursuant to action.of the City. Commission has full'r:ght
power and lawful authority to perform its .obligations :hereunder and the.
execution, performance anddelivery of°this-Agreement by Commission has been, .
fully authorized by all.requisite actions on.the'part,of Commission:
(b) No Conflict To the;.best, of Commission's .knowledge;,
Commission's execution, delivery and.performance of its obligations,under this •
Agreement will not constitute a .default or a breach under any contract,
agreement or order to which Commission;is a party or by which it is bound. •
(c) No Commission iBankithotcv. "Commission is not:the subject
of a bankruptcy proceeding. • .•
LOKHote!OPA- ina1 • 8
• Until the completion of the work Of Improvements, Commission shall, •
upon learning of anylact or condition which would cause any of`the.warranties
and representations in this Section 201anot to be true, immediately,give!-written
notice of such'fact or condition:to 'Patticipar tt
202. Participant's Representations. PartiCipantrepresents and warrants
to Commission as follows: ..
(a) Authority. Participant is a duly organized limited liability
company organized within and in good standing under'the.laws of the State of •
California. The copies.'of the documents evidencing the organization of the
Participant which have been delivered to the Commission, including, without
- limitation, the LLCOperating Agreement, me true and complete copies of the
originals, as amended to-the date of'this Agreement. Participant has full right, •
power and:lawful authority to undertake all obligations.-as provided herein and
the execution, performance 'and delivery of this Agreement by Participant has
been fully authorized by all requisite actions on thepart,of the Participant.,
(b) No Conflict: To the best. of Participants knowledge,
Participant's execution, delivery.and performances of its obligations' under this
•
Agreement will not constitute ,a default or a breach under any contract,
agreementor order to,whieh'the Participant is a party or by which it. bound.
• (c) ' No Participant Bankruptcy. Participanf is not he subject of
a bankruptcy proceeding. .
(d) Leases and. Other Interests To the best of Participant's
knowledge, there are no unrecorded leases affecting the'Site or any portion
thereof, and no other,person or entity has any-unrecorded interests in or the right
to possess the Site or anyport on of it. .
( ) 1e.. . Participant, at the 'time!.'of the execution of this
e Tit
Agreement, owns'fee.sunple title tcrthe.Site. • -
•
•(f) Litigation. eta the best,of Participant's!:knowledge, there are,
no affecting tithe Site or material oclai s,legal proceedings, or any 'other proceedings
_yp n hereof, at law or in equity before any court;or
governmental Commission, domestic or-foreign. •r
. (g), Governrnentai Compliance. Participant has,not reteived'any
notice from any governmental Commission:or authority?alleging that the Site is
currently in violation of any law, ,ordinance, rule, regulation or requirement,
applicable t`o its use.and operation If any such notice or noticeslare received by , .
Participant following the date :this Agreement is signed by the Commission, .
Participant'shall,n'otify Commissionjwithin ten (1.0) days'ofreceipt of such notice.
0
(h' ) Parking Lot Imurovements. 'Participant has all legal rights
necessar y to construct tfie.add ional a pp roximatel one' hindied eight y- our •LOK Hote1.OPA<:''L-,a1. 9 .
e •
(184) parking spaces on the Parkinglof as provided herein and in the Scope of •
Development.
Until the expiration or earlier termination iof this Agreement, Participant
shall, upon learning of any 'fact or condition which would cause any of the
warranties.,and'representations in this Section 202 not to be true, immediately
give written notice of Stich fact Or condition to Coinnussion.
203. Prohibition Against Change. in Ownership, Management and
Control of Participant. The qualifications and<identity of the Participaritand;its
Managing'.Membei are of particular. concern tb the,Cormnission. Ittis.because of
those unique qualifications and'identity that the Commission has entered jrito
this.Agteethent with the Participant: No'vokintary or involuntary'successdr;in
interest'of theaParticipant shall acquire any interest in the Site or`the Project nor
any rights or powers under this Agreement, except as'expressly set;forth herein;
Prior'to the Sale of the Project,by the Participant, the.Participant shall not
assign or transfer this Agreement, the Project or the Site ..or any portion(s)
thereof, or;interest(s) therein, or:any rights) hereunder, nor shall there be any •
change"it the identity of the Managing Member'pr the managingm"ember of the
Managing Member (LMDC, -mc., a California icorp oration); without the prior
written approv„al 'of the Commissions-Board of Directors. Notwithstanding The,
foregoing, Participant shall not be required to obtain Commission's Boards+of
• Directors approval prior to submitting a lot line adjust iient•'applicati'on which is
reasonably necessary to facilitate development and operation:of the Project or
granting.tho5e easements over, under and across the Site,as.shown on the Site
Plan for'the Project dated May 1,,2000. Assignments for financing purposes shall
be subject to review ,and approval by the Commission's Board',of Directors :in
accordance with this Section 203 and with the requirements of Section 313.1;
below. Nothing in this Agreement shall be deemed to release'Participant from
its obligations4t'o,the Commission set forth in the Promissory,Notes at''the time:of
any refinancing;,additional financing or other transaction constituting a Capital
"'`Event,.prior to the SaleEof: the,Project. The Commission Board shall have the '
refinancing which would diminish or o herw ise,any the ability of t or
ri ht, to be exercised reasonably,-to disapprove an transfer, assignment
the
Commission to .receive payment of the Deferred, Participation Payments as
provided in Section 504, below:
Participant shall notify Commission of any proposed transfer, assignment
or refinancing'promptly,upon commencement of riegotiations,in.connection with
such event. The Commission's Board of Directors,shall approve or disapprove
•
any requested transfer, assignment or refinancing within thirty (30)' days:after
receipt"of,a written request for•approval.ffom Participant, together with such •
documentation.:as may be reasonably requested by the Commission (which
request must be made;within.fifteen'(15) days of receipt of the initial written
request,for• appro\al from Participant) to determine whethet the proposed
•
transfer, assignment or refinancing ,constitutes a Capital Event triggering the
Commissions right tortheDeferred Partic'ipa don Payments. The documentation
•
LOK 10
. .
. . \
. . .
. . . .
. .
•
- . .
_. • .
: . to be provided by Partfeiparit to the Commission may inelilcie, Without .
limitation, allioan.docurftenta incOnnectionzwitharisnpropdged tefinancillg and .
all dOcUmentationwhich the Commission:deteraiiness'reasohably necessary to
evaluate the proposed transaction arid. the,proposed assignee's/transferee's
,..- _- ri
experience and qualificatiOnS. The Commission's Board of Directors shall not
unreasonably withhold or delay its approval of a transfer or assignment to .a
proposed 'transferee/assignee who in the reasonable opinion of the
Commission's Board of Directors is'financially capable and has the development
qualifications and experience to perform the duties and obligations of the
Participant hereunder, provided, however, that if the Cothrnissions.Board of
Directors deterinines:that,such transfer/assi;gnirient constitutes a Capital Event,
the Commission's Board i of Directors approval shall be conditioned upon the
Commission's receipt of the entire amount of the:Deferred Participation
_,. „.
Payments payable to Commission as provided in Section 504, below.
Prior to any proposed assignment being considered for approval by the
Conunissionfs. Board of DireOtorsy the;Participaritishalf deliver to the Commission
the,form of a proposed writtenassignment and aSSUitptiOn„agreement in which
the assignee woUld/expre-s0,agfee to assume all rights .and,obligations of the
Participant under this Agreement which arise after the effective date of the
assignment, and in which,the assignee Would, agree to assume, or Participant
•. would epfelyfeniiirt responsible for, all.perferanance of the Participant which
arose prior to the elfiectiVe, date of the assignment, The assignment and
assumption agreement. shall be in a form reasonably acceptable to the
Commission's legal rcounsel, No later than the date the assignment becomes
effective, Participant 'Shall . deliVel. to the Commission a .fully executed
counterpart of theiassignmentand assumption agreement;
No tWithstanding.any-Other provision of this Agreement to the contrary,
Cornmissibn':s.Board ,of bireabrs approval of a transfer or assignment.of this
Agreement, the Project, or the Site or any interest therein shall not be required in
connection with any of the .following, provided, however, if such transfer or
assignment listed below constitutes a Capital EVent,, the Participant shall be
required to pay to the Commission the entire amount of the Deferred
Participation Payments payable to CornrnisSilm as ,provided in Section 504,
beloW:
(a). Subject tb the Participant :submitting the assignmeriand •
assumption,agieeinent referred to 'abo've and the approval of such asSigniiient
and assumption -agreement by the Commission, any transfer, to an entity or
entities in which Participant retains a minimum .df fifty percent (50%)- of the •
ownership or beneficial interest, and retains management.and control of the
transferee entity or entities and so long as the Participant is the managing
r
membeof'a limited lcabilityccOmpanrot is themanaging-gerieral partner of any
general or limited partnership to which an interest in the Agreement, the Site or
the-inaproveMentsis trartieFied pUtSuant to thisiSection".203(a);
• .. ,
. .
. .
•
. . .
LOK Hotel OPA-final .
•
(b) Transfers'resulting from the death or mental or physical incapacity •
of an individual having an interest in theManagingMember;
(c) LThe granting`of temporary- or permanent easements or permits:to
facilitate development ofthe'Project;
(d) Any requested assignment for financing purposes (subject to such
financing being considered. and approved by the Commission. pursuant;to
Section.313.1 below), including the grant of a deed of trust:to,secure the funds
necessary for construction and permanentfinancing of the Improvements;
(e) Any transfer of the interest of ;Non-Managing Members of
Participant; provided,such transfer.does-not-materially diminish the powers of
the Managing Member or otherwise,cause; a material change:in the rights to
manage and control Participant; and .
(f) Any-transfer or assignment'in trust-of the interest of an individual.
having an interest in the Managing,Member for the,benefit of such individual's
spouse;.chiidren,rgrandchildren orother family members. ,
In the'event of,an:assignment,or=transfer by the Managing,Member under
any of the above subsections,203(a) through, 203(d), inclusive, or 203(f),.not
requiring:the Commission's prior approval,Participant nevertheless agrees that • _
it shall give of least fifteen ( 5) days rior Written t ten Notice to=Commission of,such
,assignment:or transfer. In addition, Commission shall be entitledtto review:such,
documentation as may be reasonably ;required by the Commission for the
purpose of determining whether such change constitutes` a Capital. Event.
triggering the Commission's rights to payment of the Deferred Participation,
Payments..
The restrictions of this Section 203 shall terminate upon the earlier. of
(i) the Sale of the Project, or (ii)payment, in full, of the 'entire Outstanding
principal balance of the Promissory'Notes. •
204. Amendments to LLC Operating Agreement. Before entering into
any amendment to the LLC Operating Agreement;,Participantshall first submit
the proposed amendment to the Commission's Executive Director who shall
have the right to reasonably'disapprove any such amendment,which would
materially diminish or otherwise impair the.ability of the Commission to receive
(relative;to any.payment,_withdrawal, or distribution to the Managing Member)
payment of the Deferred Participation Payments. Within ten (10) business days,
following>receipt•of the proposed amendment, the Executive Director;shall either
approve or disapprove the requested:amendment. Participant shall not enter
into any amendment to the LLC Operating Agreement which is •reaser:ably
disapproved by the Executive Director pursuant to this Section 204. The •
restrictions of this Section204 shall terminate Upon the first to occur of (i) the
Sale of the Project, or (ii) payment, in,full, of the entire'outstanding principal
balance of the;Promissory Notes.
LOK -iotel-OPP.-final 1'2
•
•
205. . Guarantee: Simultaneously with the.execution Of this,Agreement,
.Participant shall cause the Guaranty(in the form attached.as,Attachment No..10)
to be executed by Lok ,Petaluma Marina Development Company,,•LLC•, a
California limited liability company; the Managing,Member"of-Participant.
300. DEVELOPMENT OF THE SITE'
301: Scope of Development. The.Participanfshall construct and install
the Improvements in one phase in accordance'with the Scope of Development
and the plans, drawings'and documents -submitted by the Participant in
• connection with the Planned Development Plan. All such work shall be
performed by a-licensed.contractor
302'. Permits,and Approvals. Before commencement-of construction of
the Improvements or other works,of improvement upon the',Site the Participant
shall/at ifs & ense, secure or cause to be secured any and all land,use and other
entitlements,'permits and approvals which may be required by the City or any
other governmental commission,affected by such construction or work: The
Commission staff will work cooperatively with the 'Participant to assist in
coordinating the expeditious processing and .consideration of all necessary
permits, entitlements and;:approvals. However, the execution of this,Agreement
does..not constitute the granting of,;or a commit rient to obtain, any required land
use permits, entitlements or approvals required by'the Commission or the City.
303. Schedule of Performance:" The Participant shall 'commence=and
complete construction.of the Improvementsiand satisfy all other obligations and
conditions of this Agreement=within the times :established therefor in the
Schedule of Performance.
•
304. Cost of Project,and Improvemments. Except-as otherwise expressly
provided, in Section 500 below, Participant shall bear the entire cost of.
developing the Project cand designing and constructing the work. of
"Improvernents:
305. ...Insurance Requirements. The Participant shall take out and
maintain or shall 'cause+its contractor to',take out and maintain throughout the
term of this Agreement, a commercial general liability policy in the amount of
TWO MILLION DOLLARS-(52,000,000), combined single limit, or such other
policy limit as the Commission may approve at its discretion, including
contractual liability, as shall protect the Participant, City and Commission from
claims for such damages. Such policy or policies "shall be written on an
• occurrence form. The Participant'shall also obtain and maintain throughout the
term of this Agreement .a comprehensive automobile liability policy in the
• amount of ONE MILLION DOLLARS ($1,000,000), combined single limit, and
builder's all-riskinsurancein,an amount not less than the ?uninsurable value of
•
LOK Hot-el'OPA-final _ 13
• I
•O .
•the Improvements on a replacement cb t basis and shall furnish,or cause to be
furnished to the Commission:evidence satisfactory to the Commission that
Participantand any contractor.with whom it has contracted for the performance
of work on the Site or otherwise;pursuant to this Agreement carries workers'
compensation insurance, as required by 'law. The Participant shall furnishea
notarized certificate of insurance countersigned by an authorized° agent of the
insurance carrier on a form approved by the Commission setting..forth the .
general provisions of the insurance::coverage. Thisrcountersigned certificate'shall
: name the City and the Commission and 'their respective,officers,. agents, and •
employees as additionally insured parties under the policy; and the certificate
shall be accompanied by a duly executed endorsement evidencing, such
additional insured status. The certificate and endorsement by the insurance
carrier shall contain a statement of obligation on the part of°thercarrier to notify
City and the•Commission of any materialechange, cancellation or'termination.of
the coverage at least"thirty (30) days,in-,,advance of the effectiveAd'ate of.anysuch
material change; cancellation or termination and shall bein,a form:reasonably
' acceptable to the City Coverage;provided,hereunder by the:Participant shall be
primary insurance and not be contributingwith any<insurance or self-imsiifance,
Maintained'by the Commission or City,..and'the policy shall contain such an
endorsement. The insurance policy or the endorsement:shall contain-a waiver of
subroga'ion 'for: the benefit of the City and the Commission. The:required
certificate and.endorsement shall be furnished by the Participant to Commission
and approved by the City prior to the commencement of the work of Alb
Improvements:
306. Rights of. Access. Prior to the issuance of a 'Certificate of
Completion (as specified in Section 311 of this Agreement), for purposes of
assuring,compliance with this Agreement, representatives of the Commission
shall have the right of access to the Site, without charges or fees, at normal
construction hours.during the period of construction for the purposes,of this
Agreement, including but,not limited to,the inspection of,the Project4and the
work of.3mpro,yementsso:long as the Commission_representatives comply with.
all safety rules The Commission (or its representatives) shall, except in
emergencyssituations, notify the,'Partieipant prior to exercising its rights
pursuant to this Sectiont306. Nothing herein shall be deemed to limit:the.ability
of the City to conduct code enforcement and other administrative inspections of
the Site iri'accordance with applicable law.
•
" 307. Compliance With;Laws;.Indemnity,;;Waiver. The participant:shall
carry out the work of I nproyernents in conformity with all applicable' laws,
• including without,limitationall"applicable;state..labor standards; the City
and,development standards; building, plumbing, mechanical and electrical
codes, 'all other provisions of the. City of Petaluma Municipal Code, and all
applicable disabled and handicapped access requirements; including without
limitation ithe Americans'With Disabilities:Act, 42 U S.C."Section 12101, et.seq
Government Code Section 4450, et seq., Government Code Section 11135, etseq,
and theUnrtih CiVil Righfs Act, Civil"Code Section_51, et•seq..
•
LOK Hotel OPA-final 14,
•
•
•
Patticipant shall defend;,indemnify and hold harmless the Commission
and the City and its and their officers, employees, agents! and representatives
from,and'against any and all present and future liabilities, obligations, orders,
claims, damages, fines,,penalties•and expenses (including" attorneys' fees and
costs) (collectively, "Claims'.), arising,out of or in any -way. connected with,
Participant's obligation to comply with all laws with respect to the work of
Improvements'including, without limitation; all applicable:'state labor laws and
• standards.
•
The Participant hereby waives, releases and .discharges forever the,
Commission, and the City, and its and their employees; 'officers, :agents and
representatives, from any'and all`.present and future Claims arising,out of or in
any way connected with.;Participant's obligation to comply with all laws with•
respect to the work of Improvements including, without limitation, all applicable
state labor laws and standard's..
•
The Participant is Faware of and•familiar with the provisions of Section
1542 of'theiCalifornia Civit Code which provides'as°follows:
to claims which the
creditor doesnnot know or suspect to exist,'in;his favor at the time of
executing the release, which if known by him must,havematerially
affected his settlement with the debtor"
As such relates to this Section:307,. the Participant. hereby waives' and
relinquishes all rights and benefits which it may have under Section 1542 of the
Califorria Civil Code.
Participant Initials: . Commission-Initials
308. Taxes and Assessments. 'The Participant shall pay prior to.
delinquency all ad valorem_real;estate taxes and assessments on.the Site, subject
to the Participant's rightvto contest in good faith any°such,taxes. The Participant
shall remove or.have removed any"levy or attachment•made on the Site or any
part thereof, Or assure the satisfaction thereof within thirty (30),days following
the date of,attachment-or levy.
. 309. Condition iof the Site The Participant shall`t`ake all necessary
precautions to prevent the release .into the environment•of any Hazardous.
Materials which are located in, on or under the Site.. Such precautions shall
include compliance with all `Governmental Requirements with respect to
Hazardous Materials. In addition the Participant shall" install and•utilize such •
equipment and implement and`adhere to such procedures as are consistent with
the standards prevailing in the industry, to the extent such standards exceed
applicable Governmental Requirements, as=respects+.the:.,disclosure, storage, use,
removal and disposal di Hazardous Materials. Participant shall cause each
LOK Hotel OPA-final 15' "
•
release: of Hazardous -Materials in, ion or under the Site to :be remediated 'in •
accordance with all.Governmental;Requirernents.
Participant-agrees to indemnify, defend and hold the Commission and.
City harmless from and against any claim, action, shit, proceeding; loss,,cost,
damage, liability, deficiency, fine, penalty, punitive damage„ or expense
(including, without,limitation,attorneys' fees), resulting from, arising out of ,or
based 'upon (i) the. presence, release, use, generation, discharge, storage',or
disposal of any Hazardous Materials on, under, in for.:about, or the`transportation
of any such Hazardous Materials to'or.from, the Site, or (ii) the violation, or
alleged violation,, of any'statute,, ordinance; order, rule, regulation, permit,
judgment or license relating to the use, generation, release, discharge, storage,
disposal or transportation of Hazardous Materials on, under,in or about, to or
from, the Site, caused by Participant or any of Participant's predecessors.in
interest.,'This'indernnity shall include, without limitation, any damage, liability,
fine, penalty,parallel indemnity, cost or expense arising from or out;of any claim,
action, suit or proceeding for personal injury `(including sickness, disease or
death), tangible or intangible property damage, compensation for lost wages,
business income,;profits or other economic"or consequential loss;•damage>to the
natural resource or the,environment,,nuisance, contamination,,leak, spill,,release
or other adverse;effects on the environment.
310 Liens and Stop Notices. The Participant shall not allow to be •
placed on the Site or any part thereof any;lien or stop notice. If a claim of a lien
• or stop notice is :given or recorded affecting the Project, the Participant shall
within thirty (30) days of suchrecording or service:
(a) Pay and discharge the same; or
(b) Affect the release_ thereof by recording and delive_ring, to the
Commission a surety bond:in sufficient form and amount; or
(c) = Provide the Commission .with. other assurance which the
Commission deems,-in its sole discretion,•:to be satisfactory for the payment of
such lien or bonded stop notice and for the full,and continuous protection of
Commission from:the effect of such lien or bonded stop notice.
311. Certificate of Comp?e°tion. Promptly after completion of •
construction of the Improvements in conformity with this Agreement, the
Commission shall furnish the Participant with a."Certificate of Completion"
substantially in the,forrn of Attachment,' lo. 6 attached hereto. The Commission ,
shall notUnreasonably withhold;such Certificate of.Completion, The Certificate
of Completion shall be conclusive determination,of satisfactory completion of the
work of:Improvements and the ,Cern y
ficate of Completion shall so state. Any
party then owning or thereafter purchasing, leasing or otherwise acquiring any
interest in ,the, Site shall not (because of. such ownership, purchase, lease or
acquisition) incur any obligation or liability under this Agreement except for
LOK Hotel.OP.A-final 16
... .
0 those continuing covenants as set forth in the Agreement to be Recorded .
Affecting Real Property set forth.in,Section 401,hereof.
. If the Commission refu"ses'or;fails to furnish:the,Certificate of Completion,
the Commission;shall, within thirty (30) days after:Participant's written request .
therefor, provide the Participant with a written statement of the reasons the
Commission refused or -failed to-furnish :the Certificate of Completion. The•
statement shall also contain the Commission's opinion of the actions the
Participant--must take`;to ',obtain the Certificate of Completion. Provided
Participant indicates in its request'for issuance of the Certificate of Completion
that Commission;sfailure to'provide,such.a written statement within thirty (30)
days shall he deemed;approval of the ;request, then Participant's request for
• issuance?shall be.deemed approved if Commission fails,to`soaresporid within said
thirty (30) day period. The Certificate of Completion shall, not :constitute
evidence of compliance with.or'satisfaction of any obligation of theParticipantto
any holder of:any, mortgage,or,[any Insurer of a°mortgage securing money loaned
to finance the work of Improvements, or any-part thereof. The,,Certificate of
Completion;is not a notice"bf ceiripletion as referred to,in Section 3093 of the
California Civil Code. .
312. .Submission of Evidence Of Financing Commitments and Loan
Closing. Within the time established therefor in the Scheduleof Performance,
the Participant shall obtain and submit to the Commission evidence that the
Participant has obtained firm, and binding comrrutments for ,debt and equity
financing necessary to undertake:the development<of'theProject and the design
and:construction of thetmprovements inaccordance with this Agreement. The
debt.component+of such;financing,exclusive of"furniture, fixtures and equipment
debt,Shalt in no event exceed`TWENTY'ONE MILLION DOLLARS ($21,000,000).
The Commissions Executive Director;shall approve or:disapprove such evidence
of financing commitments within. the time established, in the-Schedule of
Performance. Approval, shall not be unreasonably withheld. . If the
Commission's Executive;Director shall-reasonably disapprove!any such evidence
of financing; the Executive Director. shall "do so by written notice to the
Participant stating the reasons -for, such disapproval and, thereafter, the
Participant shall:exercise. n
reasoable:diligence in;an effort'to promptly,;obtain„and
submit to the Commission. new 'evidence of financing. The •Con=linission's , .
Executive:Director shall approve Or disapprove.such new evidence of financing;,
in the same manner and .within the same times .established in the},Schedule .of -
2 Performance attached 'hereto as Attachment No 4 for the approval or
disapproval of the evidence of financing as initially submitted to the
Commission... • .
Such evidence of financing Shall include.a copy of the firm.and binding .
commitment' obtained by the Participant for the mortgage loan or loans, to
finance: construction 'thi'oiigh completion of the: Project: The term of such
0 construction financing shall be.tor not less than one (1) year. . The commitment
for financing shall be in a form sufficient, in the reasonable opinion of the
Commission's EXecTitive Director', to evidence a legally binding; firm. and
•
LOK Hotel OPA-final
•
enforceable loan commitment subject to the construction lender's reasonable, •
customary and normal conditions and terms.'
• 313.; Mortgage, Deed of Trust, Sale,and Lease-Back`Financing.
313.1 'No Encumbrances Ezcept :1Vlortgages, Deeds of Trust,.or
Sale and,Lease-Back for Development. Mortgages, deeds:of'trust and,sales and
. lease-back are permitted before:; completion . of the construction:, of the
Improvements; but only for the purpose,of securing loans of funds to be,used for
financing.the costs of constructing the Improvements and/or refinancing the
construction loan: TheParticipant shall not:enter into any such conveyance for •
financing prior'to the.Sale of the,Project by the Participant .without-the ,prior,
written:approval of the.Commission. Theregiirements ofthis Section'313.1 shall
terminate effective upon:the first:to•occur of (i) the Sale of the Project by the
Participant, (ii)'the Participant's repayment, in full,.of the,entire outstanding
principal balance of the Promissory Notes, or (iii) Participants payment,=in full,
of all of'the'Deferred'Participatio'n Payments: The.Participant shall notify the
Commission in advance- of any mortgage or deed of trust, if the Participant
proposes to enter into the same before completion of construction.of all of the
Improvements:on the'Site. The words "mortgage" and "deea o&trust" as ifsed
hereinafter shall;include.sale and leaseback financing. The"provisi'ons, of this
Section,313.1 shall survive the issuance of a Certificate•ofCompletion:, -
313.2 Holder Not Obligated to Construct .Improve"ments. The
holder of:an Y mortgage;or deed of trust;authorized-by this Agreement=shall,not' •be obligated by the provisions of-this Agreement to construct or complete the
Improvements or to guarantee.such,construction or completion. Nothing.in this
Agreement-shall be deemed to.or'be construed;to:permit or authorize.any'such
holder to devote.the Site°to any uses or to construct any improvements thereon.
other than those 'uses or improvements,:provided for or authorized by this
Agreement.
313;3 Notice.of Default to Mortgagee,or Deed of Trust Holders;
Right to Cure., . With respect to any mortgage or deed of trust granted by
Participant as`provided'herein, whenever the Commission shall •deliver any
notice'or demand to Participant with respect to any breach or default by the •
Participant hereunder, the Commission shall,.at the same time, deliver-to,each holder of record',of ariymortgage or deed of trust authorized by this Agreement,. •
a copy--.of;such notice or demand. No notice of default shall.'be effective as to the
holder unless such notice is given: Each,such holder shall (insofar as the rights of-
the Commission are concerned)'have the•right, at :its option, within sixty (60)
days after the receipt of the notice, to cure or remedy or commence to cure or
remedy any such default and to add the cost thereof to the mortgage debt and
the-lientof its mortgage.'In the event possession of the Site (or portion thereof) is
requiredto•effectuate such cure or remedy, the holder shall be deemed to have
timely cured or remedied if it commences the proceedings necessary to obtain
possession thereOf within sixty (60) days,diligently pursues such,proceedings;to
completion, and;after obtaining possession, diligently' completes such cure,or
LOK'HoteiGPA-fina'. 18
I.
•
. e
e' remedy. Any such holder properly cornpletingP Improvements shall be
entitled, upon compliance with the requirements, of, 'Section 311 of this
Agreement, to a Certificate Of,Completion.
•
. 314. ' Work Force Commitments. .
•
'314:1 Local and Union `,Contractor' Requirements. Participant •- ,
shall utilize good faith, diligent efforts to ensure that more than fifty percent;:,
. (50%) of the construction work to be performed-`in connection with the
construction and developmentof the Improvements is performed bycontractors
and subcontractors based within a 70-mile radius of the Site ("Local
Contractors"). In addition, Participant covenants ,agrees on behalf of itself; its
contractors and,subcontractors and its and their successors'.and assigns to Utilize,
good faith, diligent efforts to ensure thatmo less than,sixty percent (60%) of the
labor and materials component.of Project construction„costs (excluding_furniture,
fixtures and equipment and insurance, Project financing and other soft costs) is
manufactured, installed,-constructed, provided or performed; as.applicable, by
union contractors,.subcontractors,manufacturers or suppliers. As of the Date.of
Agreement'the.parties estimate.that the labor and materials component of Project
construction costs will 'total, approximately •Eighteen Million Four Hundred
• Seventy Thousand. Dollars ($18,470,000). Accurate and ,.complete:books, and
records evidencing compliance with the foregoing'requirements shall be
compiled and maintained by Participant,and shall be made available to Agency
and its designees for<inspection.during.regular business hours at Participants
address set/fol.-frt.'in,Section 701, or',at another location with°the City of Petaluma.
In addition Participant shall prepare and submit t'o t_he:Executive Director Of the
Commission written certifications in a form reasonably acceptable to the
Executive Director, certifying whether Participant and its contractors and
subcontractors have Met thekpercentage targets set;forth in this,Section 314.1. A
written certification shall be submitted by Participant to the Executive Director.
on the`first day of<the first:calendar;quarter following the Date:of:Agreement and
on the first day of each calendar quarter thereafter during the^construction of the
Project. Participant shall submit:a final written certification to the Executive
Director on the date of issuance of the Certificate Completion., As set forth:in
Sections.502.1 acid 5032 below,,,the Commission's.obligation to make the Eligible
Construction,Cost Loan and Tax Increment Loan, disbursements to Participant
shall`be conditioned upon (i) I Participant and its,contractors and subcontractors'
meeting or exceeding the percentage hiring targets set forth above and (ii)
Participant's compliance with the foregoing written certification requirements.
The inability or failure, of Participant and,its.contractors-and subcontractors to
meet or exceed the percentage hiring targets.(set for--'thabove;shall not constitute a
• default 'under the 'terms •of this Agreementt The covenants set forth in this
Section 314.1 shall remain in effect until issuance of the Certi'ficate.of`Completion.
3142 Card Check Neutrality: Participant covenants and agrees
that it shall comply with all of the terms and conditions of that certain
Memorandum of Ag H
reement between Participant arid the Hotel Employees and
LOK HoterOPA7finel 19
•
•
•
Restaurant Employees Union dated August; 2000; as amended, regarding card.
•
check neutrality: ' •
314.3 Living Wage'Requireirients. Participant covenants and.
agrees on behalf of`itself,.its contractors, subcontractors and concessionaires"and
its and their successors and assigns, that-all workers employed at the Project . .
followingthe issuance of the Certificate of Completion, shall be paid an hourly
wage.of not.less'than (i) $10 00'per.hour (including wages, tips and bonuses)
with benefits or (ii) $11.00 per hoiir (including wages, tips.and bonuses) without
benefits, which wage rate the Comiru sionthereby determines to,be the minimum
"living wage" within the City of'Petaluma. The'requirements•of this Section
shall apply to all:workers (hereinafter sometime •:referred to as '"employees")
performing •work;.for the Participant, the-.general contractor or any other
contractor, subcontractor or concessionaire engaged in the construction; •
operation or maintenance of the Project, including, without limitation, the
operator(s) of all restaurants and concessions located within the Project, and all
successofs.`and assigns of-the foregoing. Accurate and complete payroll records
shall be compiled and, maintained" and, with appropriate protections for
employee privacy; shall be made, available for inspection by the Executive.
Director'of the Commission or his or her designee at all reasonable hours at a
local office of the .employer. Participant shall, prepare and submit to the
Executive Director of the Commission an annual written certification in a:form
reasonably acceptable to the Executive Director, certifying that Participant.andits
contractors and -subcontractors have complied "with-all of:-the provisions"of this
Section 314.3. The,annual written,certification shall be submitted beginning on
• the first anniversary of the issuance of the Certificate of Completion and
continuing each year thereafteruntil expirationof the Redevelopment Plan. In•addition the Participant shall cause"the.living;wage rate requirements of this;
Section:to be;incorporated.into each agreement,'contract and,subcontract subject
thereto. Nothing herein shall be ;deemed to impose, any liability on the
Commission to ,any. employee for unpaid wages, overtime vages or benefits
required to be=paidby this:Section. 'The covenants set forth in this Section 314.3 •
shall remain"in•effeet untiliexpiration of`the Redevelopment Plan:.
•
400. COVENANTS, RESTRICTIONS AND AGREEMENTS
401. Agreement to be Recorded Affecting' Real Property, In
consideration,of the "Commission.Assistance to be provided•by Commission`to.
Participant, Participant'shall; within fifteen (15) days after the execution of this
Agreement by the Commission; causeto be recorded in the Official Records' of
Sonoma County, California, an ".agreement to be Recorded Affecting Real-
Property" in the fotm of Attachinent No.,8 attached hereto.
•
40
•
LOK Hote1;OPA-f,na1 20
•
! .. •
•
•' 500. FINANCIAL PROVISIONS
501. Provision of°:Commission Assistance. In consideration of the
Participant's obligations hereunder, mdudmg without,.limitation, Participant's
obligation to construct,.the'Improvements, to operate and maintain the Project
and to make the Deferred-Participation Payments toithe Commission, and subject
to the terms and conditions set.f&rth herein, the Commission shall.,provide-the
Participant with the Commission.Assistance consisting of both the Eligible
Construction Cost;Loan as set forth:in Section 502 below,and'the Tax Increment
Loan as set forth in Section 503 below,
501:1 Eligible Project Costs. The proceeds, of the Eligible
Construction Cost Loan ;shall be used by Participant exclusively to pay or
reimburse Participant for the costs of site improvements and boardwalk
improvements (line items' 1. and 3.)- as shown on the Eligible, Project Costs
Budget attached;hereto as Attachment:No.'9. The proceeds of the Tax Increment
Loan shall be used by Participant exclusively to pay or'reimburse Participant for
the costs of concrete piles.and foundation and pre-development costs (line-=items
2. and 4:) as shown on the-Eligible Project Costuw_Budget. The costs described in
Attachment No.9 (line items 1 : b through 4. inclusive),are referred to'collectively
herein,as the "EligiblesProject Costs •
502. Eligible Construction Cost Loan. Subject to the terms and
conditions of this Agreement, including; without limitation, Participant's
fulfillment of the Conditions Precedent to Eligible Construction "Cost Loan
Disbursement set forth in'Section,'502.1 below, the,Commission hereby agrees to
loan to.Participant an amountoequal to SEVEN HUNDRED"FIFTY THOUSAND
DOLLARS ($750,000) (the 'Eligible Construction Cost Loan"). The Eligible •
Construction Cost Loan shall be evidenced by ia promissory note (the
"Promissory Note -,Eligible•Construction Cost Loan,,") in the form attached
hereto as Attachment No 3A: For the first five, (5) years of the Eligible
Construction Cost',Loan term 'interest shall accrue on the Eligible Construction
Cost Loan from the date of disbursement at the rate oaf three percent '(3%)!per
annum, compoundedvannually, Beginning in the sixth (6`") year of the Elig-ible,
• Construction Cost Loan'term and eonhnuing until the Eligible,Construction Cost
• Loan has=been;repaid in full, interest shall accrue'on'the,Eligible Construction
Cost Loan,at,the rate of five and eighty-seven one hundreths percent(5.87%) per
annum and shall be payable in arrears as provided in Section502,2, below.
The Promissory Note - Eligible Construction;Cost Loan shall be secured.
• by a deed of trust, assignment of rents, security agreement and fixture filing• . •
("Deed of Trust. - Eligible Construction Cost Loan"), to be recorded upon •
disbursement of the Eligible Construction Cost Loan. The Deed of Trust =
• Eligible Construction Cost.Loan shall encumber the Site, shall be.subordinate to
all financing approved by the Commission pursuant to Section 312 of this
Agreement, and shall be reconveyed,upon the repayment in full, or foregiveness,
of the Eligible.Construction'Cost Loan as provided in Section 5012 hereof. The
LOKHote!OPAL-final.
1
•
form of the Deed of Trust- Eligible Construction Cost Loan:shall be reasonably •
approved by-the Commission and the Participant prior to recordation. •
The proceeds of-the:Eligible:Construction Cost;Loan shall he disbursed by
Commission through a.construction`loan escrow established,by�the Commission
and Participant for such purpose.. Commissionyshall' authorize the construction
loan escrow holder to make disbursements of the Eligible Construction Cost
Loan proceeds to Participant in,accordance."with escrow instructions:.apprbved •
by the'Commission and Participant: Said escrow instructions shall ihclude,
among other things, a,requirement that Participant'submit invoices and other
evidence reasonably satisfactory to said construction loan.escrow holder that
Participant has incurred costs for site improvements and boardwalk
improvements (line items 1. and 3. as •Shown on the Eligible Project Costs
Budget) in amount,equal to the amount.ofthe Participant's;draw request:, •
•
502.1 Conditions of Eligible Construction '.Cost Loan,
Disbursement. The Commission:shall disburse the Eligible Construction Cost •
Loan to the construction escrow holder within ten (10) days following the
• Participant's fulfillment'(or express wyaiv,er in writing by the Commission) of
each and .,all of the conditions precedent (a) through (f) inclusive,; described
below '("Conditions Precedent. to -Eligible Construction. Cost Loan
Disbursement".) which Conditions Precedent to:Eligible Construction::Cost Loan
Disbursement are solely for the,benefit of the Commission and which shall be •,
fulfilled or waived-with the time periods provided,for herein:
(a) Promissory Note and Deed of Trust - Eligible
Construction Cost Loan. Participant,shall have 'executed and delivered the
Prorrussory'Note - Eligible Construction,Cost Loan to the Commission and shall
have executed, acknowledged and delivered the Deed of Trust - Eligible
• Construction`Cost Loan to the Commission.
(b) Construction Loan Escrow Instructions. Commission
•and Participant shall have approved and executed construction loan escrow
instructions':
(c) No Default. Participant is not in default of any of its
obligations under Agreement, and all representations, and
obligations der the 'terms of A seem
warranties of Participant contained herein shall be true and correct.
•
•
(d) Agreement to be Recorded Affecting Real Property. .
Participant shall have executed, acknowledged and delivered the Agreement to
be Recorded Affecting,Real'Property to the:Comnussion.
• •(e) Anoroval of Evidence of Financing. The Commission
shall have. approved Participant's evidence of financing in accordance with
Section31.2 of this Agreement.
LOK Hotel OPA-final 22
•
•
•
•
• (f) . • Local and Union. Contractor _Ceftification. With
respect to the,-work. completed of the time of, the,request for disbursement,
Participant and its>.contractors'andsubcontractors shall have met or exceeded:all
of the percentage hiring targets regarding use of local and union contractors'set •
forth in Section 314.1 and Participant_shall havestibmitted written certification of
such compliance to theExeditiveDirecter.°`
502:2 Repayment of;Eligible Construction.Cost Loan. Participant.
shall repay to Commission the outstanding principal balance of the Eligible
Construction Cost.Loan, together with all accrued interest,.in forty (40) equal
m
quarterly payments-comencing;on the:first day of:tl e second calendar quarter
of the sixth(6t).Operating Year and.continuing4on.the'first°day of each calendar
quarter thereafter ;until;the entire outstanding principal amount of the Eligible
Construction Cost Loan, together with all accrued interest, has been-repaid
full. The aMountof each'such quarterly payment shall be calculated on the basis ' •
of an equal-payment ten 0.0) year•amortizatiori of principal 'and interest. If,
following the first day of the sixth (6"') Operatingg Year, Participant makes a
Deferred:Participation Payment toa'the Commission as provided in Section 504
below, then the remaining, outstanding principal balance of the Eligible
Construction Cost Loan shall be reamortized on
the date Participa_ nt makes the
Deferred,
Participation Payment, for the period of time,equal to (a) ten(10) years
• minus (b) the period of time commencing on the "first°day of the "sixth (6')
Operating Year and..ending on the date Participant makes the Deferred
Participation Payment: F.s set forth in the Promissory Note, - Eligible
Construction Cost Loan, the entire;outstanding principal balance.of the Eligible
Construction Cost':.Loan, together^with all accrued interest, shall be:iimiiediately.
due and payable by Participanbto Commission upon any`Default'by Participant
• under, the terms of this Agreement and/or the Promissory Note - Eligible
Construction Cost Loan..
503. Tax. Increment Loan Subject to the terms and,conditions of this
Agreement, including; without limitation; •Participant's. fulfillment of the
Conditions:Precedent to Tax.Increment Loan Disbursement set forth.in Section.
503.2 below, the Commission shall loan to Participant an amount equal to the •
total of alh Property Tax Increment,Revenues b
to e,disbtrrsed by'Commission to
Participant as providedin Section 503.1, below (the ''Tax Increment Loari'), but
in no event, more than TWO MILLION DOLLARS ($2,000,000) (the "Tax
Increment Loan- Cap")L, The Tax -Increment-<Loan. shall be evidenced by a
' promissory note (the "Promissory Note!-Tax Increment Loan") in the form
attached.hereto as Attachment No.,• B:, For the first ten (10) 'years of the Tax
Increment;Loan term, interest shall accrue on the Tax Increment Loan from the
date of disbursement it the;rate of.three percent(3%) per annum, compounded
annually., Beginning in the:eleventh•.-(lit) year of the,Tax Increment Loan term
b Loan has been repaid in frill, interest
and continuing until the Tax Increment Loa
shall accrue on the Tax Increment Loan;at the rate of five and eighty-seven one
hundreths; percent (5.87%) per annum and shall be payable iii arrears as
provided:in Section 503.3,below.
LOK:xst=1PF -fit.a 23 • •
•
•
•
• The Promissory Note Tax Increment Loan"shall be secured by a deed of` •
trust,,assignrrient of:rents,.security agreement and fixture filing ("Deed of Trust -
Tax increment Loan") to be recorded upon the first disbursement of the Tax
Increment Loan. The Deed of Trust= Tax Increment Loan-shall encumber the
Site, shall•be subordinate:to ali•rfinancmg approved by the Commission pursuant
to Section 312' m
of this Agreeent,'and shall be reconveyed upon the repayment in
full, or foregiveness, of the Tax Increment Loan as provided 'in,Section 503:3'
hereof. The-form of the'Deed of,Trust- Tax Increment Loan shall be reasonably
approved by the'Commission and-the•Participant,prior to recordation.
, 503;1, Disbursement of Tax Increment Loan. Subject°;to the terms
and 'conditions of, this ,Agreement, including, without limitation, the 'TAX
Increment Loan, Cap and the Project Room Revenues Benchmark and Gross
Project Revenues :Benchmark discussed below, the Commission:shall disburse •
the Tax'Iticrement Loan-proceeds_to Participant,as'follows; For each of the first
(1st) through. fifth (5th) •Operating.Years,; the Commission shall disbursepto
• Participant an amount of Property Tax Increment Revenues equal to sixty-six.
and six-tenths percent: ,(66.6%d), of the 'Transient Occupancy Tax Revenues
received, by the City, ,attributable to the Project. Promptly following the
expiration of the fifth (5th) Operating Year, the Commission shall reassess 'the,
Project's need for continued Tax Increment,Loan,.assistance. Provided'theTax.
Increment Loan Cap has not been reached, and further provided the Project
•Room Revenues and Gross Project Revenues Benchmarks set forth below have
not been reached, then for each of the sixth (6th) and seventh (7t1,0,!Operating
Years, the Commission shall disburse.to Participant an:amount of Property Tax
Transient Occupancy Tax Revenues•;received by the City, aattributable o the!
Increment Revenues equal to thirty=three and three-tenths percent,,(33.3.°43)
• y City, ble" to the
Project. Commission shall.make each Tax,Increment Loan disbursement within
thirty (30) days after City s receipt ofIthe Transient Occupancy Tax Reyemies.
Notwithstanding anything to the contrary, herein•,,, each Tax
Increment Loan installment'shall be payable'exclusively from available°Property
Tax Increment.Revenues actually allocated to and received by the,Commission
and attributable 'to the immediately preceding Operating Year and Commission
shall have no obligation to use any other source of ,monies to fund the Tax
Increment.Loan. Participant acknowledges and agrees that Commission has
incurred.or will incur Indebtedness, that the repayment of the Indebtedness is
secured by' Property Tax Increment. Revenues to be generated from the
Redevelopment Project, and that Commissions obligation to make each`Tax
Increment Loan disbursement to Participant shall be expressly subordinate to
Commission's obligation to repay all such Indebtedness. In addition, •
Commission's obligation,to loan the Tax Increment Loan proceeds'to:Participant
shall immediately'cease:upon the first'to,occur of thecfollowirig:, (0,disbursement
by •Commission'to Participant of a cumulative total of Tax Increment Loan
proceeds equal to the Tax Increment Loan Cap, (ii) Project Room Revenues have
exceeded SEVEN MILLION FOUR HUNDRED, THOUSAND DOLLARS
($7,400,000), for two (2) consecutive Operating Years'-(the "Project• Room
Revenues Benchmark"); or (iii) Gross Project Revenues have exceeded TWELVE
L'oi.1ote1.0PA-final' '
•
•
• MILLION,DOLLARS ($12,000,000) for two (2) consecutive:'Operating Years (the
"Gross Project Revenues Benchmark"). •
Notwithstanding;any'other provision set,"forth-in this Agreement to "
the contrary, Commission's pledge;of`Property Tax Increment.Revenues shall be
subordinate to its obligations to make debt' service•payments on any .Tax
•
Allocation Bonds. Participant:acknowledges that the. Commission'intends to
- issue Tax Allocation Bonds in :the estimated principal amount• of EIGHTEEN
• MILLION DOLLARS ($18,000,000) on or-before June:30, 2000. After the issuance
of such bonds, the Commission shall not issue any Tax.Allocation Bonds, for . •
• which Property Tax Increment-Revenues!are to be pledged or utilized in whole
or in for payment unless.it has delivered to Participant at least twenty (20)
days prior to •the date it issues such Tax Allocation Borids, a written certificate
prepared by a reputable financial advisor or redevelopment consultant that
demonstrates that the aggregate. amount of Property Tax Increment Revenues
that is estimated to be received by the ,Commission from the Redevelopment
Project in the next and each succeeding.fiscal year based upon the most recent .
assessed" valuation of taxable property in the Redevelopment .Project as
determined by'the County Assessor of the County,Of Sonoma based upon the
most recently established tax rates will be sufficient to pay one hundred ten
percent-(110%) off'the annual debt!service:in the next,and each succeeding fiscal •
year, respectively,on.all then existing Indebtedness, and=the Tax"Alllocati"on Bond
,11110 proposed to be issued, plus the Commission's obligations under this Agreement:
•
• - 503t2 Conditions,of Tax Increment Loan Disbursement " °The
Commission's obligation to make each installment of thertax Increment Loan is
conditioned upon the satisfaction or waiver by the,Commissionof each and,all of
the conditions precedent (a) through (m), inclusive, described below (the
"Conditions Precedent to Tax Increment.Loan Disbursement"), which are "solely
for the benefit of the Commission, and which shall be;fulfilled or waived by the
time;periods provided fbr;herein .
• (a)_ Combletion of Improvements. Participant shall have
satisfactorily completed the construction of the.Improvements, and a Certificate
of Completion shall have:been issued' ,by. the Commission as provided in
.Section=311,hereof,
• (b) Promissory Note..and:Deed of Trust Tax Increment
Loan. Participantlshall'have executed and:delivered the•Promissory Note - Tax
m
Increent Loan totheCommission and shall have executed; acknowledged and
delivered`the'Deed,of Trust-Tax'Increment"Loan to the Commission.
(c) No Default: Participant isnot in default of any of its !
obligations under the terms of this Agreement, ?and all representations and
warranties,of•Partieipant.eontained'herein shall be true•and correct.
• (d), Sheraton,:Flag at Opening. Participant shall have
initially:opened th&Project under a Sheraton:hotel.tlag.; '
- LOK Hotel.°P?-final • 25 •
•
(e) ,Operation of .Project:. Participant _shall ,have
•
continuously operated the Project as .a hotel, which.meets the Hotel Rating'
requirements:.
(f) Payment-of Property,Taxes. No.,ad valorem property
taxes or assessments„assessed-with respect to.the';Project shall=be delinquent:, .
(g) Sale of th@Project: The Sale of the Project has not yet
occurred.
•
(h) Minimum Project _Value. Participant shall have,
provided,proof'reasonably satisfactory to•Commission of its compliance with the
minimum project value covenants set forth in the Agreement to be Recorded,
Affecting,Real Property.
' (i) Financing Commitments. Participant: shall have
obtained, and Commission shall have approved, Participant's debt and equity-
commitments for the Project as provided.in,Section.312, above:
(j); Agreement to be Recorded Affecting Real Property.
Participant shall have executed,acknowledged and delivered the Agreement to: •
be Recorded Affecting.Real Property to the Commission.
•
(k) Guarantee. The guaranty provided for in Section 205
shall have been executed and delivered to'the;Comniission as provided herein,
• (1) Local,and+Union Contractor Certification, Participant
and its:contractors and subcontractors shall.have met; or exceeded all of the
percentage hiring targets;regarding use of local and tulion contractors set forthrin
Section:314.1 and Participant.shall'have submitted written,certification of such
compliance to the Executive Director'.
•
(m) Living Wage: Certification Participant :,Ball have
complied with all of;the living wage requirements set forth-in Section 314.3.and
shall,have submitted written certification of such,compliance to the Executive
Director.
'50313 Repayment of Tax Increment Loan. Par-ticipanVshall.repay
to Commission the outstanding principal,balance of the Tax.Increment Loan,
together with all accrued' interest, in sixty (60), equal quarterly payments
commencing on the first day of the:second calendar quarter of the.eleienth (11``c)
Operating Year and continuing on the first day” of each calendar quarter
thereafter: until the entire outstanding principal amount of the TaxIncrement
Loan, together with,all accrued interest, has been repaid in Lull The amount of
each such, quarterly payment shall be calculated on the basis of an equal-
payment fifteen (15),-year amortization of:principal and interest It, following the •'
first day- of the eleventh (11`°) Operating, Year, :Participant makes a Deferred
•
6OK Hotel CPA-final 26
•
Participation Payment to-the Comrnission;asprovided in Sectiorn504 below;=then
the remainin outstandin rind al..balance of the Tax Increment•Loan shallbe
g. ' g,P p ,..p
reamortized on the date Participant makes the Deferred:Participation Payment,
• for the period of time equal to (a) fifteen ('15)years minus (b) the perioddof'time
commencing onthe first dayof'the eleventh•(11th)•Operating Year and ending on,
the date Participant makes the Deferred Participation Payment As set:forth in:,.
the Promissory Note — Tax Increment Loan, the entire outstanding principal.
balance of the'Tax Increment Loan, together 'i;V.ith all accrued interest, shall be
immediately due and payable by Participant to Commission upon a,default by
Participant under the terms of this Agreement and/on:PromissoryNote Tax
Increment Loan.
504. Deferred Participation 'Payments,., In consideration of the
provision of the Commission Assistance to Participant;,Participant,shall pay to
Commission deferred participation payments .(•"Deferred, Participation,
Payments") as provided.in this Section 504.: The amount and timing of the
Deferred Participation Payments shall'be as follows;
(a) Upon the,Sale;of the Project by Participant and/or upon the
occurrence of any Capital:'Event.prior to the:Sale of?the Project, Participant
pay to Commission in cash, .an'amount. equal .to the lesser' of (i);fifty percent
(50%) of the Managing Members' Net Income from Capital Events, or (ii) the •
entire outstanding principal balance of the Promissory,Notes, together with all
accrued interest if such interest isi required;to be paid pursuant to the terms of
Sections 502 and 503 above''(the:"Commission'Equity Share"). It is"understood
that there may be more than one Capital Event prior to the Sale of the;Project and
that the provisions of this Section`504 (a) are intended to apply to each such
Capital Event until the'entire outstanding principal balance of the Promissory
Notes, together with all accrued interest if such,interrest is required:`toi be paid
pursuant`to the terms of`Sections',502 and 503 above •;has been paid in full: Upon
the occurrence of a Capital Event, the Commission Equity Share shall be
disbursed directly to Commission prior to ior simultaneously with the
disbursement of the Managing;Members' Net Income from' Capital Events.
Upon the 'Sale of•the 'Project,the Commission Equity Share'shall be paid`to
Commission.directly from the escrow established,for•the Sale of the Project:
(b), Participant may prepay-all'or any part of the outstanding
thirty nc 30 balance of theiPromissory Notes at-any`time, without pe~`lialty., Within. •
P p_ �.
( ) days following,such prepayment, in fiill,;Commission shall.return the
Promissory Notes'to.Participant°marked ",cancelled",and, thereafter, Participant
shall have no obligation to make any Deferred;Participation Payments to the
Commission.
•
(c) The Deferred Participation Payments Shall be applied in the
following order;
(i) First, to payment of outstanding interest under the•Promissory Note - Eligible Construction'Cost Loan;
LeK Hbtei OPA-final, 27
• (i ) Seconclitot.payment of outstanding` rinci al,amounts,
•
• under the .Promissory' Note — Eligible Construction
Cost Loan;
(iii)
Third, to payment.of outstanding interest under the
Promissory Note—Tax,Incremenf Loan; and .
(iy) . Fourth, to payment of outstanding•principal amounts
•-under the-Prorrussory Note—Tax IncrementLoai
505. Annual;Financial Statements. Prior to the 'Sale oldie Project, the
Participant shall to the:Commission€.Executive Director, with copies to
the City'Finance'Director, written' annual statements; sufficient to allow the
Commission's Executive Director to verify the amount of the Managing;
Members' Net Income from Capital'Events, Managing Members' Net Income
from Operations, Managing MeinbeIs'Equity Repayment, Deferred,Participation
Payments and Commission Equity Share: In addition, for as long as the
Participants right;to receive installments of:the Tax Increment Loan pursuant to
Section 503:of this Agreement remains in effect, the Participant shall provide,to
the•Commission's•,Ekecutive Director, With copies to the•City Finance Director,,
such written statement(s) as are reasonably necessary in 'order to tallow the
Commissions Executive Director, or his/her designee, to determine the date. AAt,
.
upon which the 'Commission's •obligation to disburse to Participant the Tax
Increment Loan,proceeds ceases'as provided in Section 503.1 above.Prior., to the —
•Sale•of the Project; Participant shall,,prov^de to Commission a true and correct
copy of any financial statements provided by the Participant to z lender
Pitt e s prepared g .accepted
a roved by the Commission pursuant to Section 313.1, hereof. Such annual'
written statements shall be re aced rn accordance with :generally acce ted'
•accounting=principles.
506. Funding'of,Non-Profit Corporation. Participant and Commission
'shall cooperate-to form a non-profit corporation, or other similar•entity, which
shall have the,authority to oversee and administer the river front enhancement
;improvements to'be constructedcby Participant. The Board. of Directors.of the
Commission shall haveithe right to approve the initial board of directors of said
non-profitcorporation. In consideration.of•'the Commission's provision of the
Commission Assistance to the Participant, Participant shall pay to the nonprofit
corporation, foveach of the firs`' (11 through fifth (5') Operating Years, the sum
of Twenty Five Thousand Dollars '($25,000)'per Operating;Year. Said:funds'shall
• be paidby the Participant no later than thirty.(30) days following the start of each
'of thetfir t (1 through fifth (5s') Operating Years.
•
LOX HoLel-OPA-f 95,
i 600. DEFAULTS-AND'REMEDIES'
•
601. Default Remedies. Subject to the.permitted eitensions of time set
forth in Section 702 of this Agreement, failure by either party to perform any
action or covenant required by this Agreement within the.time periods provided
herein following notice and expiration"fof any applicable cure period, shall -
constitutes a "Default" under this;Agreement. A party claiming a Default shall
give written notice of Default to the 'other party specifying the Default
complainedofl, Except;as'otherwise.expressly providedin this Agreement, the
claimant shall not instituteany proceeding agamst',any other,party,yand the other
party shall not be in Default if such-.party within thirty (30) days from receipt of
such notice, immediately, with due diligence, commences to cure, correct or
remedy such yfailureor'delay and shall,complete such cure, correction or remedy
with diligence.
602. :Institution;of Legal;,Actions. Upon the occurrence of,a Default, the
non-defaulting party shall have the right, in addition to any other rights or
remedies, to,institute any action at law or in equity to cure, correct, prevent or
remedy any Default, or`''to' recover damages for any default, or to obtain any
• other remedy:consistent with the,purpose of this Agreement. .Such legal actions
must be instituted in the'Superior Court of the,County of Sonoma, State.of
• California, in an;appropriate municipal court in that County or in the Federal
District Court for the Northern District of the State of California.
Notwithstanding anything herein to the contrary, the Participant's right to
recover damages in the eVent of a Default by the Commission shall be limited to
recovery of actual damages and-Shall eZdiide consequential damages.
603. Termination;by theParticipant. In,the°eyenf of any Default of the
Commission, which is not cured within the time set forth in Section 601 hereof
after written"demand by the Participant,.,then this Agreement:may, at the;.option
of the Participant, be'terminated by Notice thereof to the Commission. In
addition, in the,event any person or•entity contends'that the Project is a "public
work" within'the meaning of Labor Code Section 1720 et. seq., or that Participant
is subject to the "prevailing wage" statutes ,.and regulations of the State of
California, Participant shall have the right, exercisable in its sole discretion, to
terminate this Agreement by Notice thereof to the Commission; •provided,
•
However,.at the time of delivery of such Notice, Participant shall pay to Agency
the entree outstanding principal balance of the•Promis•sory Notes, together with
all accrued interest. From the date of the Notice of termination of (this
Agreement by the Participant to the Commission and thereafter This Agreement
shall be deemed terminated and there shall'be no further rights or obligations
between the patties
•
604. T,erminati'bn.by the'Commission. In the event that the'Participant
is in Default of this Agreement and fails to cure such default within the time set
forth in Section 601 hereof, then this Agreement and any rights of the Participant
or anv.assignee or transferee with respect to or arising,out of the Agreement or
the Site, shall, at the option 'of the Commission, be terminated by the
LOK Hotel OP,A final' 29
•
•
•
Commission by written notice thereof to the,Participant From the,date of.the •
Notice of termination of this Agreement by the Commission to the Participant',,
and thereafter the Commission,shall have no obligation to make any further
disbursements.of the Commission.. Assistance, and the ;entire outstanding
principal'balance-of the Promissory Notes, together With all accrued interest,
shall beammediately due•and payable to Commission.
605. .Acceptance of Service of.Process. In the event that anylegal.action
is commenced bytthe,Participant°against the Commission, service of process on
the Commission.shall be made,by personal.service upon the Executiye;Director
of the:Commission-or in such other mariner as may be provided by law.. Inthe
event that any legal action is :commenced, by the Cornmis• ion against the •
Participant, service of process on the Participant shall be made by ,personal.
service upon Dennis A. MacDonneil or in such other-manner'as maybe provided
by
606. Rights and Remedies Are. Cumulative: Except as otherwise
expressly stated in this.Agreement, .the rights and remedies of the parties are
cumulative, and`the exercise by either party of one or more of such rights or.
remedies-shall,;not preclude the exercise by it, at the same or different times,,of
any other rights or remedies for the same default or any other'default by the
other party.
-607. Inaction Nota Waiver of Default: Any failures or delays by either •
• party in •asserting any of its rights and remedies as to any Default shale not
operateas a waiver of any Default or of any such rights or remedies, or d'epri:ve
either such party of its right,to institute and maintain.any actions or proceedings
which it may deem.necessary to protect, assert or enforce any such rights or
remedies: .
•
6,08: Applicable Law. The laws of the State of`California„shall govern
the interpretation and enforcement bf this Agreement.
'700. GENERAL PROVISIONS •
701. Notices, Demands and Communications Bettiveen.'the Parties..°” •
Any approval; disapproval, demand,!document-or.other notice ("Notice") which
either party may desire to o ye to the other party under this Agreement,must`tie
in writing and may be given by any commercially acceptable means'to the party
to whom_:the Notice is directed-at the address of the party as set'forth b&ow, or at
any other address•as that partymaylater,designate by Notice.
•
•
• LOK Piece!0:PA-final 30'
•.
. • •
As
To'Comrnission: CornThunity Development:Commission
of the City of Petaluma '
• 11 English Street.
• Petaluma, Califeffnia 94953
• Attention: Executive Director . •
•
With copies to: City of' 4Petaluma• •
11 English Street
• • Petaluma, California 94933
Attention: - Finance Director
•
and McDonough,HollandA Allen
555 Capitol Mall, Suite950
'SacramentoCA 95814
Atlention: Brent(Hawkins
To Participant: • LokMarina Hotel
• 5050 Petaluma Hill Road •
Santaltosa, CA 93404 • :-
Attention: Dennis A. MacDormeil •
With a copy to: Donald J..Black • •
• Law Offices of Donald J. Black
2213 Mendocino Avenue
• Santa Rosa,Caiiiornia.95403
Any writterynotice, demand or communication shall be deemed received
immediately if delivered by hand and skall.be deemed received omthe third day
from:the'd.aelt istosimarkedif'deliveredby first-class mail; postage.prepaid.
•
701 Enforced Delay; Extension of:Tines of I5erformance. In addition
to speCifie-proviSions.of this Agreement, performance by either party hereunder
shall not be deemed to be in Default, and all performance and other dates
specified in this Agreement shall be extended, where delays or Defaults are due
to: war;instirrectiott; strikeS; loCkoutS; riots tiodds; earth'Ruakes; fires; casualties;
acts of God; acts of the public enemy; epidemics; quarantinerestrictions; freight
. embargoes; lack of transportation; governmental 'restrictions or priority;
1110 litigation; umisuallysevere.weather; inability to secure necessary labor, materials
or tools; delays of any contractor, subcontractor or supplier, acts or omissions of
the other party; acts or failures to act of the City or any .other public or
LOK Hotel OPA-final '31
. °
governmental commission or entity (other than the acts:or failures'to actor' the •
Commission which shall not:.excuse°performance by the Commission); or any
other causes beyond the control or without the fault of the party claiming'an .
extension of time:to perform, Notwithstanding anything'to the contrary'in°this
Agreement, an:extension of time for anysuch cause shall be for the period of the
enforced delay and shall commence to run from the time of the commencement , ._
of the cause, if Notice•by the party claiming such extension is sent to the other
party ° y (30) days m
of the commencement of the cause. Times of
performance under this Agreement gmayalso be, extended in writing by the
mutual, agreement of 'Commission ,and Participant. - Notwithstanding any
provision,of this _Agreement to the contrary, the Participant's inability to obtain
financing or other lack of funding to complete;the work of Improvements shall .
not constitute grounds:of enforced:delay pursuant to this Section 702.
703. Successors and Assigns. Subject to the prohibitions against
'changes in the ownership, management'and control of Participant set forth in
S.estion 203 above, all of'the terms, covenants and conditions of this Agreement
shall be'binding upon the Participant and its permitted successors and•assigns.
Whenever the term "Participant" is Used in this Agreement, such-term shall
includeIIany other permitted successors and assigns as herein provided..
704. Memorandum of Agreement. Within fifteen (15) calendar days
after receipt of a:fully executed original'of'this Agreement, Participant shall cause
to be. recorded in the Official Records of Sonoma County,' .California, a
"Memorandum of Agreement" in the form of Attachment No. 7 hereof.
705; Relationship Between Commission and Participant. It'is hereby
acknowledged that the'relationship between the Commission and,thetParticipant
is not that of a partnership or joint venture and that the Commission and.the
. Participant shall not,be deemed or'construed for-any purpose•to be the agent of
the other. Accordingly, except as expressly, provided herein.._or in the
Attachments hereto, the .Commission shall have no rights', powers, duties or
obligations with respect to the development, operation, maintenance or
manageir•:eiit of the Site or'the Project. The'Participant agrees to indemnify,hold
harmless. and defend the Commission from any, claim•, made against the:
Commission arising from,a claimed relationship of.partnership or joint venture;
between the Commission.and the 'Participant With respect to the development,
operation, Maintenance or:management:Of'the Site or the Project:
706. Commission Approvals and Actions.. Whenever a„,reference is.
made•here n to an action or approval to be undertaken by the Commission,.the
Executive.Director of the Commission.or-his or her designee is authorized to act
on behalf of the :Commission unless, specifically provided otherwise or the' -
context should' require otherwise. Notwithstanding; the .foregoing, any
modification of the terms and conditions of. this Agreement, which would
materially ann adversely affect the:rights, and obligations of the Commission, iii
shall require the approval of five sevenths,(5/7) of the Board of Directors of the
Commission..
LOK Hotei':CPA-final 32 . -
•
r
•
ake
707. Counterparts. This Agreement inay be signed in multiple
counterparts 'which, when signed by all parties, shall constitute•'a binding
agreement: This Agreement is executed.in four (4) originals, each of which is
deemed to bean original. '
708. Integration. This Agreement contains the entire 'understanding'
' between the parties relating to the transaction contemplated by this Agreement:
All prior or contemporaneous agreements, understandings,.representations and
statements, oral or written, are merged in this Agreement and shall be of no-
further force or effect. Each party is entering this Agreement based solely upon.
the representations set forth herein and upon each party's own•independent_
• investigation of any and all facts'such party deems material. This Agreement
includes thirty-two (34),pages and Attachment Nos. .1 through 10, which
constitute the entire understanding and, agreement of the parties,
notwithstar.ding_anyprevious negotiations or agreementsebetween the parties or
their predecessors in interest•with respect to all"or,any part of the subject matter
hereof. •
709. Intentionally Omitted.
710. Titles and Captions. Titles and captions are for convenience of
• reference onlyand do not define,_describe or.limit the scope or the intent of this
Agreement or of any of its terms, Reference to sectio"n:numbers are to sections in
. this Agreement, unless ezpresslystated otherwise.
711.. Interpretation. As used in this Agreement, masculine, feminine or
neuter gender,and the singular or plural number'.shalt each'be deemed to include
the others where and when the context so dictates, The'word "including" shall
be construed as if followed_by the;words"without'hmitation;=' This Agreement
shall be interpreted'as'though prepared jointly by both parties.
712. :No Waiver. A waiver b"y either party of a breach of any of the
covenants,conditions, or agreements,under this Agreement-to be performed by
the other party shall not beconstruedas a waiver of,any succeeding breach of the
same or other covenants, agreements, restrictions or conditions of this
Agreement
713. .Modifications. Any alteration; change;or modification of"or to'this
Agreement, in order to become effective, shall•be made in'writing.and in each
instance signed onbehalf of each party.
714. 'Severability. If any term, provision, condition or covenant of this
Agreement or its application to any party or circumstances shall b e-held, to any
a extent, invalid or unenforceable,, the remainder of this Agreement, or the
application o'f the term, provision, condition or covenant to persons or
circumstances other, than those as to whom or which it 'is held invalid or
•
LOK Hotel'OPA;iinal 33
•
•
unenforceable,;shall not be affected; and,shall be valid and enforceable to the
fullest extent permitted bylaw. •
715. Computation of Time The time in which any act his to be.done
under this Agreement is computed by excluding the first day (such ascthe•,day
escrow opens), and including the last day, unless the last day is a holiday or
Saturday_or Sunday, and then that day is.also excluded. The term"holiday"
shall mean all holidays as specified in Section 67Q0 and 6701 of the California
Government Code. If any act is to be done-by a particular.time during;a day,that .
time shall bePacific Time Zone time.
716. Legal Advice. Each party,represents and warrants1to the;other the
following: they have carefully read this;-Agreement, and in signing. this
Agreement, they do;so with full knowledge of any right which they may have,
they have:received independ'entlegal advice from their respective legal counsel
as to the matters set forth in this,Agreement, or have knowingly chosen not to
consult legal counselas-to the matters set forth in this Agreement; and,they have
freely signed this;Agreement without any, reliance:upon any agreement, promise,
statement;or representation by or on behalf,:of the other party, or their respective
agents, employees, or actor-Heys, except' as specifically set forth in this
Agreement, and without duress or coercion, whether economic or otherwise.
717. Time of Essence. Time is expressly made of the essence with
respect to the performance by the Commission and the Participant of each and •
every obligation and condition of this Agreement.
718. Cooperation. Each party agrees.to cooperate with the other.inqhis
transaction and, in:that regard, shall execute any and all documents'which.may
be reasonably necessary, helpful, or.appropriate fo carry out the purposes and
intent of this Agreement including, but not limited to, releases or: additional
agreements.. •
, 719. Conflicts of Interest. No member, official or employee of the
Commission shall have any personal interest;, direct or indirect, in this. •
Agreement,"nor shall any-such,member, official or employee participate,in any
decision relating'to'the Agreement which affects his personal interests or the
interests of any corporation, partnership or,association;in which he is directly or •
indirectly interested. '" •
.720. Time for Acceptance of Agreement by Commission. This
Agreement, .when executed by the Participant and delivered,to the Commission,
must be authorized, executed and delivered by the Commission on or before
forty-five (45) days after signing and delivery of this Agreement by the
Participant or this;,Agreement .shall •be void, except to the extent that. the
Participant shall, consent in writing to a--further extension of time for the
authorization, execution and delivery of thi"s[Agreemenf.
•
•
LOK'Hb gel CPA-final • 34
•
• •
• 721. Participant's'Indemnity. The Participant shall defend, inderrndy,
assume all responsibility forfiancli hold the Cornnussion and the City, and its and
their officers, employees and .agents, harmless from, all .claims, 'demands
damages, defense costs or liability of any kind,or nature.relating to the subject
matter of this Agreement;or the implementation hereof and:for any damages to
property or injuries to persons;.including accidental death (including attorneys'
fees and costs),,which maybe caused by-anyof`the Participant's activities under
this Agreement, whether,such activities or performance thereof be by the
Participant or by anyone directly or indirectly employed or,contracted with by
the Participant and Whether such damage shall accr"iueorbe discovered before or
after termination of this Agreement. The Participant shall not be liable for, and
shall not be required toJndemmfytheCommission or ,City!for, propertydarnage
or bodily injury occasioned'by, the sole negligence of the Commission.or the•City,
•
or its or their designated agents of employees.
•
722. Date of Agreement. The date of this Agreement ("Date of
Agreement") shall be: the date when it shall have been signed by the
Commission.
•
723. Nonliability of Officials and Einployeesof,the-Commission and
the Participant. No member, official.or employee of°the Commission or the City
ID shall be personally liable to the Participant, or any successor in interest, in the
event of any Default or 'breath by the Commission (or the City) or for any
amount .which may become due to the Participant.or its successors, or on any
• obligations under the terms of this Agreement. Participant hereby;waives and _-
releasesany claim it may haveagainst the members, officials or employees of the
Commission and the City with respect toi Defaulta.or breach by the
Commission (or the City) dr 'for any amount'which may become due to the
Participant or its successors, or on any obligations' under the terms of. this
Agreement.
724. Assignment b:y•Commission. The Comnt ssion:may assign or
transfer any of'its rights or obligations, under this Agreement,with;the approval •
of the Participant,which approval shall not be.unreasonably withheld, provided,
however,• that the Commission may assign or 'transfer any of its interests
hereunder to the,City or anypublic or private entity controlled:by'the City at any
time without the consent Of Participant: •
•
•
[Re"mainder of Page IntentionallyLeftBlankli •
•
•
•
•
•
•
LOKr dtel,011 final 35 -. .
IN WITNESS WHEREOF, the Commission and the Participant have .
executedahis Agreement'on the respective'dates'setfbrth below. . .
• , 2001 ' COMMUNITY DEVELOPMENT COMMISSION..
OF THE CITY OF PETALUMA, a public body,
corporate and politic
By
Chairman. .
ATTEST:
•
•
• Secretary
•
• "COM\!IISSION"
•
APPROVED AS TO FORM;
By:
Commission Counsel
•
•
2001 LOK PETALUMA MARINA,HOTEL .
COMPANY,,LLC., a California limited liability
company
•
By
Kirkman L. Lok
President
By:
Dennis A. MacDonneil,
Secretary
• °"PARTICIPANT"
•
APPROVED AS TO FORM: • •
•
By:
Participant Counsel •
•
•
LOK Hotel OPA-flna1 36
•
. • .
. .
. • .
. , • \.
• ATTACHMENT 0,.. I . - . • .
LOCATION MAP
. .
, . ...
. •
, .. .
•
. . . . ,. .
, . .
[ .
i - ..• ,,
,. , ..
. ••••_._1 . .. .. . „ ._
. I , 'VI' 1 i, ,c, '''' ' . h . • .
. .
. .
cfr .
, . .
, •
. ...„
Elptel Site ",,, .
\ . . • .. - ,
zk.
.--
2:::-;:ii I I
.,
----- ' - "rar----- '
. 1 .
-... -- -, -. ' •
, "..,
•. ,
. .
•
..'---- % ' liNs. :-.:- - -<•..,... 6:7-t-4•,, .
, - .. '•• • e474-" -
5,, :1 , . ••- .
.4• ------ _ ' , .
, .
. ,
. , , •, . , '
. .'
,'.
• 4•'---•- 03'‘Al' ,' ' a /I i . .
.
,-- . . . ,. .
, ,' • ,,,
.
I
,
1
‘ . i
,f. ,i6 . \ . . •
811E1tATONOTEL AT THE PET,.A.LUIVI_k IVIARIN..A.
745 BAyVVOOD DRIVE.
M3 9922,98 • APN 005-060-056.
. . . -
. .
. , •
. ,
•
•
ATTACHMENT NO. 2
SITE LEGAL DESCRIPTION
All that real property situated in the City of:Petaluma, County of Sonoma,State
of California, and being;a;portion of the lands�of`Kirk"man,Les Lok, etal., as
described by Deed;recorded as Document Number 97-041197;,Official.Records of
Sonoma County; described as follows:
PARCEL ONE:
Beginning:at a;point on theisouthwesterly line of Lot 4.as shown on that
map entitled 'Petaluma Marina Parcel.Map No 247" filed in Book 454 of
. Maps at pages 9 and 10, Sonoma County Records, from which the,most
westerlycornerof said Lot 4°b:ears:North 41"04'00" West 5,00,feet, thence
leaving said line, parallel to and 5:00,;feetidistant from'the,Easterly line of
Lo n t-3 as show on said Parcel Map No, 247, North 48°56'00 East
• 132.11 feet,thence North 03°56'00" East 148,68 feet to a point on the:
Southwesterly line of a 30 foot non-exclusive common driveway'easemene
as shown,on said Parcel Map No 247;thence along said'Southwesterly
line, also being the Northeasterly line;of said Lot-4, South:86°04'00" East
32.24 feet; thence continuing.South 86°04'00 11'East, 2.23 feet; thence
Southeasterly along a tangent curve concave to the right; with a radius of
35.00 feet;:through a central angle of 38°35'40",.for an arc length of
23:58 feet, thence South 47928'20" East 76?21 feet; thence Southeasterly
along a tangent;curve concave to the right, with a radius of 55:00.feet,
through a central.angle of 06°24'20',for'an are length of 6:15 feet; thence.
South 41°04'00 East;;3.38 feet;:thence:North 48°56'00" East, 7,72 feet;
thence South 41°04'00' East,`-72,00 feet;thence South 48 956'00 West,
7:72 feet;.thence South 41 904'00 East,:11:47 teet, thence Southerly along a
tangent curve,concave to'the:right, with a radius of 52,00 feet,'through a
central angle of28°24'14', for an arc length of25:78 feet,thence:South.:
12°39'46" East, 14,07 feet, thence Southerly along'a tangent curve,concave
to the right;with a radius of 35t0 feet,:through a central angle•of
16 035'46", for an arc length of 10,14 feet; thence South 03°56'00" West,
2:07 feet:to a point on the Northeasterly line of'said Lot 4 (454 M 9);,thence;
continuing South 03°56'00"`West 32':94 feet; thence South 41° 04'00' East ,
163:27 feetsthence South 10°..09'03Yf West 63.45.feet, thenice,Souths03°56'00"
•
West 103.91 feet to the Southerly line_of said Lot 4; thence along said line
North 86°04;00' West 76,70"feet; thence North 03°56'00" East 72.93 feet; .
thence North,41°04'00 ' West 146.00.fee,t, thence,North 86 9041100" West-
28.50 feet, thence South.48°56'00" West 91.00;feet, thence North 41°04'00
West 183'30 feet to the pointof Beginning.
•
•
•
Attachiner t No..'2 -
•
•
PARCEL TWO:.
A REVISED ALIGNMENT'30-foot Non-Exclusive"CommonDriveway as
described in the:second modification,of Declaration of Easements,
Covenants:andRestrictions"and Reciprocal Easements recorded July 21,
2000, as Document Number 2000-072696,,more:particularly described,as
• follows:
•
• AN EASEMENT over a,portion of Lot 5, Petaluma Marina, said Lot,being
delineateci.on the Parcel Map recorded;m Book,454 of Maps at Pages 9
and 10/Sonoma County•Records, said portionbeing more particularly
described as follows:
•
A!STRIP•OF LAND 30 feet in—Width, the center line of which-is described
as follows: •
BEGINNING ata"point on.the'Northerly line of Lot 6;said.poinpbeing'
South.7,6°59'1Z' East, 7.45 feet from a point designated_as"Point "C ,being
the centerline of an_;existing 30' Non-ExclusivetComrnon Driveway
Easement, all as delineated omsaid map (4.54.M;9)'; and,running thence
along said centerline,,South 05°10'14" East, 53:62"feet; thence continuing
on said centerline,Southeasterly, along:a tangent curve:concave to the left ,
S • with a radius of 100'.00 feet, through.a centrahangle of 35°53'46,,for an`arc
length of 62.65 feet; thence continuing on saidi:centerline, Easterly,:along a
• tangentcurve concave'toithe left with a radiu$of30.00 feet, through.a
central angle of 45°00'00', for an:arc length of:39.27feet, thence:continuing
on said centerline, South 86°04'00"'.East,2:23 feet;, thence Southeasterly,
along a tangent curve concave to the,right,with;a"radius;of 50.00.feet,-;
through a.central angle of 38°35'40", for an arc,length of 38..68,feet; thence
South 47°28'20" East,76.21 feet; thence.Southeasterly, alonga tangent
curve to the right+with a radius 70:00 feet, through a'central angle of
06°24'20",for an-arc.length of!7`83'feet, thence:South41 "
°04'00 East,
86:84 feet; thence Southerly, along a tangent curveconeave to the right -
with a radius of 67"00'feet,,through a central angle of.28°24'14',for an arc
length.ofT33.21. feet; thence South 12°39'46"East, 14 08'feet;thence
Southerly.,along,a°tangent;curve concave to thedright With:a radius;of
50.00 fee, through a central angle of 16°35'46' for an arclength,of
14:48 feet,thence°Soofh 03°56'00" West, 2.06 feet to the;true point of
ending,of the centerline of this description, said point beinga point on'the
centerline iof'tlie previously mentioned existing'30' Non-Exclusive
Common Driveway`.Easement+(454 M,9),,said'point bearing North
03°56'00" East, 26:12 feet from themonument:at the Southerly,end of
course"L12-, as delineated on.said map (454-M^9).'
EXCEPTING THEREJ-ROM that portion lying within,Parcel One, above.
Attachment•No. 2
•
PARCEL THREE;.
•
AN EASEMENT fdr'Street or highway purposes,more particularly
describedas follows:
A STRIP.OF LAND;.80 feet wide,•situated in the City of Petaluma, County
of Sonoma,State of California; lying equally40 feet on each side of the •
' followingdescribed,line:
• COMMENCING at the'Southeasterly corner of that certain parcel of land
descrrbethin;Deed dated May 16, 1984 from-Public Storage Properties X, •
Ltd. to City ofaPetaluma , recorded July 3, 1984, under Document No.:,84-
045209,Sonoma County Records,•said•corner'being the Northerly line,of
land, 60 feet wide; of North ,western Pacific Railroad Company; thence •
North 77°01'51" West, along;said Northerlyline, being parallel with and
distant'30 feet Northerly, measured at right angles from the original-
located,centerline,of Northwestern Pa`cific:Railroad Company's maintraet
(forr nerly Donahue..Branch,retired),26.33'feet to the true point of
beginning of the line hereinto be,described;thence South 05 018'25 ' East,
63.19 feet to the.;Southerly.line of said Company's land.
•
The side lines of the herein above described 80-foot wide strip of land
terminate'insaid Northerly and Southerly lines.
•
PARCEL FOUR.
AN EASEMENT for street or highway purposes, moreparticiilarly
• described ascfollows:
BEING A PORTIONof the lands of;Northwestern Pacific Railroad
Company, as described by Deed recorded in Book 345 of Deeds,Page,266,.
Sonoma County Records;.and•being more`particularly described as
f_ollows:.
BEGINNING:at Point "C" as shown on that Record of Survey,filed:in
Book 185,of Maps,„Page-15, in.the Office of the Sonoma-County-Recorder;
thence along the Southeasterly line of the said lands of;Northwestern
Pacific Railroad Company, along-a:curve to the left from a tangent;which
bears North 76 059'12” West through a central angle.of 03°02'36", having..a
radius.of 352 204eetand length of 18.71-feet, thence leaving.said
• Southeasterly line, North 05°10'14' West, 0.52 feet; thence 76°59'12' East, •
18:$6 feet tothe point of beginning..
PARCEL FIVE:
AN EXIT EASEMENT overnatortion'of Lot 3 and Lot 4, Petaluma Marina;
said'Lots being delineated on:the Parcel,Map recorded in Book 454 of
Maps at°Pages 9 and 10, Sonoma CountyRecords,conveyed by document
•
Attachment No. 2.
•
•
11, recorded June 19, 2000,-as,Document Number'2000;060401, Sonoma
County Records; said.portion'b:eing'more particularly described as
folloWsi
BEGINNING at the Northwesterly corner of said Lot 4 (454 M 9) and 1
proceeding:along the Northerlyline of Lot 4 (454 M 9), South 86'04'00"
East, 5:00 feet, thence South 03°56'00""West, 148:67 feet, thence South
48°56'00"'West, 77.27`feet„thence North 41°04'00” West, 10.00 feet; thence
North 48°56'00" East, 73.12 feet; thence North.;03°56'00"East, 147.74 feet;
thence South 41204;00" East, 4.53 feet; thence South 86°04'00" East,
1.80 feet to the point-of beginning.
•
PARCEL SIX:
A PRIVA J h UTILITY EASEMENT over ali'`that real property situated in
the City of Petaluma, County,`of Sonoma,:Stateof'California, and being a
portion of Lot 5, as shown and designated upon that certain map-entitled
Petaluma Marina Parcel Map No 247, filed in the Office of the County
Recorder on February 27, 1990, in book 454 Of Maps; Pages 9 and 10,
Sonoma County Records,as conveyed by document recorded July 21,
2000, as`Document Number 2000-072695, Sonoma.County:Records,
• described as follows:
•
• • BEGINNING at the most Northeasterly corner of Lot4 as shown on that •
. map entitled Petaluma Marina Parcel Map No. 247' filed inBook 454 of -
Maps at'Pages 9 and 10, Sonoma County Records; thence along the,
Northeasterly line;of Lot 4,(45,4•M 9), North•41°04'00" West, 154.79 feet to
. the true point of beginning;;thence leaving said Northeasterly line,,South
86°04'13" East,-69.05 feet; thence South 41,904'09"Ea'st,a_40.96 feet; thence
North 48°53'31"East, 6.67'feet; thence:North 10°17'21"East,41.60`feet;
thence North 41°04'00' West,24.68 feet,thence(South:48'25'28" West,
34.43 feet;thence North'86°04'13" West, 71 74 feet taa pointon•the
Northeasterly line of Lot 4(454 M 9);,thence along said Easterly line, South
056 00" e4.01 feet;:thence South 41°04'00" Ea st, 8 =7"fe
et to the-true
point West,
A. P. Nos, 005,060-083 and 005-060-069 (portion)
•
•
•
•
•
•Y.
Attachment:No..2
1
{.
•
•
•
ATTACHMENT NO. 3A,
•
PROMISSORY NOTE —ELIGIBLE:CONSTRUCTION COST LOAN
$750,000 , 2001
Petaluma;;California
•
• FOR VALUE RECEIVED, LOK. PETALUMA MARINA HOTEL.
COMPANY, LLC, a California limited liability, company (the"Maker") ,promises
to pay to the COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF
the laws of the State of California (the "Ho der"), or rder, at 11 English Street,PETALUMA, a public body, corporate and olitic, organized;and'•existing.und
et,
Petaluma, California or at such other place as Holder may direct-.from time:to
time in writing, the principal sum of SEVEN HUNDRED-FIFTY'THOUSAND
DOLLARS ($750,000) or so much thereof, which has been disbursed by the
Holder to the Maker pursuant to Section 502 of the Owner Participation '
Agreement,.as hereinafter described ,(the "Eligible Construction Cast Loan"),.
together with interest and other charges as set forth hereinbelow: All sums
payable hereunder shall be payable in lawful money of the United States of
America.
1. Owner Participation_ Agreement, — This. .promissory' note
("Promissory Note") is made and delivered pursuant to and in implementation
of that certain Owner Participation Agreement dated , 2001, byand'
between the Holder and the Maker (the "Agreement"): • The terms: and
conditions of'such Agreement, which, among other things, allow for acceleration
of this Promissory`Note upon the occurrence of certain events of default, are
hereby incorporated:by'reference. Capitalized terms not defined herein are as
defined in Section 100 of the Agreement. In the event there is any conflict
between the terms,of this Promissory Note andothe terms of the Agreement, the
terms of the Agreement shall govern
2. Interest Rate, Payments —For the firstfive (5) years of`the Eligible
Construction Cost Loan term, this Promissory Note shall bear:interest from the
. date of disbursement at the rate of three percent (3%) per annum, compounded
annually. Beginning in the sixth (6U') year of the Eligible Construction Cost Loan
term and continuing until the Eligible Construction Cost Loan,has been repaid in
full, this Promissory Note shall bear interest at'the rate of five and`eighty-seven
one hundreths percent (5,87%) per annum, which shall be payable in arrears as
provided`below. Maker shall repay to Holder the,outstanding principal balance
of the Eligible Construction Cost,Loan, togetherwith all accrued interest,,in forty
(401. equal quarterly payments commencing on the first day of' the second
•
Attachment',.?b. ,=.A
•
•
calendar quarter ofithe;sixth(6th) Operating Year and'continuing on the first day
• of each calendar quarter thereafter until the entire outstanding principal amount
of the Eligible Coristruetion, Cost`Loan, together with all accrued interest, has
been repaid in. full. The amount of each such quarterly payment shall be .
calculated on the basis of an equal-payment ten (10)' year amortization of
principal and interest. If, following the"first dayofthe,sixth(6d') Operating Year,
Maker makes a Deferred Participation Payment to the Holder as provided in
Section'3 below,then the-remaining,outstanding principal,balance of the.Eligible •
Construction Cost Loan shall ,be 'reamortized on the date Maker makes the
Deferred'Participation.Payment, for the period of time equal to (a) ten (10) years
minus (b) the period of time commencing on the first day of the sixth (6"')
. Operating Year and ending:on:the date Maker makes the Deferred Participation
Payment, Notwithstanding,'"anyother provision hereof to the contrary, the entire .
outstanding principal balance of the Eligible Construction Cost Loan, together
with all;accrued interest,,shall be immediately due and,payable by Maker to
Holder a defaultby Maker under the terms-of-this Promissory Note and/or
the Agreement.
3. Deferred Participation Payments.-In consideration of the Holder's
provision of the:Commission Assistance to the Maker, Maker shall pay to.Holder
deferred participation; payments ("Deferred Participation Payments") as
provided in this Section 1 The amount and timingiof.the Deferred Participation
• Payments shall be as "follows: Upon the Sale of the Project by Maker and/or
shallpay to Holder in cash, an amount prior to the Sale of the Project, Maker
upon the occurrence of any Capital Event
p y equal to the'leaser of M.fifty percent
(50%) of the Managing Member's Net Income from Capital Events, or (ii) the
entire outstanding principal balance. of the Promissory Notes, including this
Promissory Note and the:Promissory Note -- Tax Increment Loan, together with
all accrued interest if-such interest is required to be paid.pursuant to the of
Sections 502 and.503 of the Agreement (the "Commission Equity'Share"). If is
understood that there; maybe more than one Capital Event prior to the-Sale of
the Project and that the provisionsr,of this Section 3•are intended to apply to each •
such 'Capital Event-.until the entire outstanding principal balance of this' •
Promissory Note,together,withall accrued interest if such interest is;required to •
be--paid pursuant to the terms•of Sections 50Z and 503.of.the Agreement, has been
paid in'full. Upon the occurrence Of a Capital'Event,.the Commission Equity
Share shall be disbursed, directly"to,Helder prior to or simultaneously with the
disbursement of the `Managing' Member's-Net Income from .Capital Events. -
Upon the 'Sale of the Project, the Commission Equity Share shall be paid to
Holder directly from the.escrow"established for the Sale oftheProject
4. Prepayment - Maker may .prepay all or any part of the
.outstanding principal balance of this. Promissory Note at any time, without
penalty. Within thirty (30).days'following such prepayment, in full,Holder shall
return this Promissory Note to Maker marked "cancelled:""
•
Attachment No. 3A:. •
• 2
e _
5. Deed of Trust- This Promissory Note is secured'by a deed,of trust
dated concurrently herewith, encumbering the Site Maker shall record the deed
of trust-concurrently with the execution"of this Promissory Note..
.6. Default --Maker will,be in default under this Promissory Note
upon the occurrence of any or',more of the following:events (each, an"Event
of Default"):
(i) Maker fails to;make any payment of principal,under this
Promissory Note within'three (3) days after the date,when,
due;or
•
(ii) "Maker fails to-(comply with any provision contained in this
Promissory Note or the Agreement, and does not cure that
failure within thirty (30) days after written notice from
Holder;.or
(iii) Maker becomes insolvent or the subject of-any:bankruptcy'or
• other voluntary or ,involuntary proceeding, in or out of
court,for the adjustment„of debtor-creditor relationships;.or• •
•
(iv.) Maker dissolves or liquidates; or
(v) Any representation or warranty or given`by Maker in
the Agreement proves to be false or misleading in any
material respect;;or
•
(vi) An event of default under the Agreement occurs..
• If an Event of Default occurs, theiHolder may exercise any right or
remedy which it has'under. this Promissory,',Note ,or•the Agreement, 'or which is
otherwise available at law or in equity orby statute, and all•of Holder's rights
m
and remedies shall be cumulative Upon the occurrence of,any Event.of Default,
Holder's obligation to lend under:the.Agreement shall automatically terminate. ,
Upon the occurrence of any"Event,of'Default, all of Maker's;obligations under
this Promissory Note and the Agreement,may become Immediately due and
payable without notice of default, presentment or”demand.for•payment. protest
or.notice of nonpayment,or dishonor, or other notices,or demands of arty kind or
character, all at Holder's option; exercisable in its sole discretion, .Holder,'s
failure to exercise:such option"shall,not constitute :a„waiver of such option"with
respect to any subsequent event:. Holder's failure ih the exercise`of any other •
right or-remedy hereunder or under,any agreement or other instrument;which
secures the indebtedness or is"related thereto shall not affect any right or remedy
and no single or:partial exercise of any such right or remedy shall'preclude any
further exercise thereof:
7. Waivers - Maker expressly waives; (a) •anti• defense based upon
•
any legal disability "at•other defense of Maker; or:other person,•it by reason of
Attachment-No. 3A
3
•
th&cessation o? imitation ofthe liability o'fMaker-'from'anycause other than full
payment and performance•of those obligations of Maker which,are provided for
hereunder; (b) any defense based upon any lack of'authority'of the members,
officers, directors, partners or agents acting or purporting to act on behalf'of
Maker or any-'member of Maker or any defect in the!formation of Maker or any
member of Maker, (c) any defense based upon the application by Maker of the
proceeds of this .Promissory Note for purposes other' than the purposes
represented by Maker to Holder or,intended•o"r understood,byHolder or Maker;
(d) any defense.based upon Hold'er's election, in any proceeding instituted under
the Federal Bankruptcy Code, of the application of Section 1111(b)(2) of 'the
Federal Bankruptcy Code,or any successor statute; (e)' any defense based upon
any borrowing or-any grantrof a security interest under Section 364 of the Federal
Bankruptcy Code; (f) any"right of subrogation, any right to enforce any remedy
which Holder may have against Maker and any rightdto participate in, or benefit
from, any security for this Promissory Note or the other documents now or
:hereafter held by,Holder, and (g) presentment, demand, protest and all notices
other than any noticeexpressly provided for in this,Promissory Note and/or the
Agreement.
8. Costs - U,pon .the occurrence of an Event. of Default, Maker
promises to pay all-costs,expenses-and attorneys' fees incurred by the Holder in
• connection with the collection or 'enforcement of this Promissory Note or any
part of it, whether or not suit.-is filed,,including'blit not limited to, all costs,
expenses and attorneys" fees incurred by the Holder in connection with any
insolvency, bankruptcy; reorganization, arrangement or similar proceedings
involving Maker. As used herein, the term "attorneys' fees" means the full costs
of legal services performed.,in<connection with 'the=matters involved, calculated
on the basis of usual charged an'attorney performing those services, and
not limited to "reasonable attorneys' fees" as defined by any statute or rule of
any court in which an action hereunder,may be brought: -
9. Amendments and Modifications -'This'Promissory Note may not
be changed orally, and May only by an agreement in writing, signed
by the party'against whom;enforcement'of any waiver,.change, modification-or
dispute is sought.
10. Governing-Law - This Promissory Note shall be construed and
enforced in accordance•with-the laws'of the State ofCaleornia.
11. Successors!-The terms"'Maker" and,"Holder shall be construed
• to include the parties'-respective successors and assigns:
•
12. Severability - If any provision of this Note shall be invalid, illegal.
or unenforceable; the validity, legality and enforceability of the remaining
provisions hereof shall'not in any way be affected or'impaired'thereby.
.
• "ttachrnent'No. 3A
4
•
•
IN WITNESS WHEREOF,the undersigned has executed this Promissory
Note as Of the date first set-forth above..
, 2001 LOK PETALUMA MARINA HOTEL
COMPANY, LLC., a'California limited liability
company
By,
Kirkman'.L..Lok
President
•
By.
-Dennis A. M_acD_ onneil,.
Secretary
"MAKER"
•
•
•
• • .
•
•
•
•
AttachmentNo. 3A
i
Promissory;Not'e— Eligible Construction Gost+Loan
•
Disbursemerit Record'
Amount_ Disbursement-Date
1)
2)
3) -
4)
5)
6) •
7)
8)
9) •
10)
•
•
•
•
•
•
•
• •
Attachment-No',3A
_ 6
•
•
ATTACHMENT NO. 3B
• •
•PROMISSORY NOTE - TAX INCREVIENTLOAN
. NOT TO EXCEED $2;000,000 . • .,:2001
Petaluma; California
•POR VALUE RECEIVED, LOK PETALUMA MARINA HOTEL
COMPANY, LLC, a:California limited liability company (the,"Maker"),promises
to pay to the COMMUNITY DEVELOPMENT COMMISSION OF"THE'CITY OF
PETALUMA, a public'body, corporate and politic, organized and existing under
the laws of the State of California (the "Holder"), or order at 11 English Street,
Petaluma, California or such other.'place as Holder may direct from time to •
time inwriting, the principal sum of TWO'MILLION DOLLARS ($2,000,000) or
so much which has been disbursed by the Holder to the Maker pursuant
to Section 503 of the Owner Participation Agreement, as hereinafter described
hereinbelow All:sums)payable:hereunder shall be payable in l ful money of
Tax Increment Loan to ether with,interest and other charges as set-f
y'of O
the United States.of America.
•
1, Owner Participation Agreement — This promissory note
• ("Promissory Note") is made and delivered pursuant to and in implementation
of that:certain Owner Participation Agreement dated_ -,-2001,by and
• between.the :Holder and the Maker (the ":Agreement"). The terms and
conditions,of"such Agreement, which, among other things, allow for acceleration,
of this Promissory Note upon,the occurrence of certain. events of default, are
hereby incorporated by reference. Capitalized terms not defined herein are as
defined in Section 100 of the .Agreement. In the event there is• any conflict •
between the terms.of this`Promissory Note and the terms of the Agreement,-the
terms ofthe Agreementshall govern.
2. Interest• Rate; Payments — For the 'first ten (10) years,of the Tax •
Increment Loan term, this Promissory Note shall bear interest-from the, date;o
disbursement at the "rate of three percent (3%) per annum,; compounded
annually: Beginning in the eleventh (11`h) year of the Tax Tncrement'Loan term,
and continuing until the Tax Increment -Loan has been repaid in full,:. this
`Promissory Note shall bear interest at the rate of five and eighty-seven one
hundreths percent (5:87%o) per annum, which shall be payable in arrears as
provided below., Maker shall repay to Holder the,outstanding principal balance
of the Tax,Increment Loan, together with all accrued interest, insixty (60) equal
• quarterly payments commencing on the first day of the,second calendar quarter
of the eleventh (11t) "Operating Year and continuing on the first .day of each
calendar quarter thereafter until the entire 'outstanding.principal amount of the
Attachment No. 3ff
0 Tax Incremer ttLoan, together with;alkaccrued,interest,. has ;been.repaid in full.
The amount,of each such'quarterly payment:shall be calculatedbon,the basis:of an
equal-payment fifteen (15) year:amortiza_tion of principal` and interest. If,
following the first day of the eleventh (11`h)' Operating Year, Maker makes a
Deferred Participation,Payment to the Holder as provided in.Section 3 below,
then.the remaining outstanding principal,balance of the Tax Increment Loan
shall be reamortized on the date Maker makes the Deferred Participation
Payment, for the period of time,equal to (a) fifteen (15) years minus (b) the-period
of time commencing on the first.day of the eleventh (11th) Operating Year and
ending on the date Maker makes the Deferred Participation Payment. .
Notwithstanding. any other provision hereof to the contrary, the entire
.outstanding principal balance of the Tax Increment Loan, together with all
accrued interest,shall be immediately due,and payableby Maker to Holder upon
a default by Maker under the terms of this Promissory. Note and/or the
Agreement.
3 Deferred Participation Payments —In:consideration;of the Holder's
provision of the Colmnisslon.AssiStance to the Maker, Maker shall pay to Holder •
deferred participation payments .("Deferred Participation .Payments") as
provided in this Section 3, The amount:and timing;.ofithe Deferred Participation
Payments shall be as follows: Upon the Sale of the Project by Maker and/or
upon the occurrence of any Capital=Event prior to the first-Sale of the Project,
Maker shall pay to Holder in cash, an amount equal to the lesser of (i) fifty
percent (50%) of the Managing.Member's Net Incomeifrom Capital Events, or (u)
• the entire outstanding principal;balance of the Promissory Notes, including this'
Promissory Note and the Promissory Note Eligible Construction Cost Loan,
together With all accrued'interest if'such interest isrequired to be paid pursuant
to the terms of Sections 502 and,503 of the Agreement'(the."Commission Equity,
. Share"). It is.understood that there may be more than one Capital Event prior to
the Sale of the Project and that the provisions of this Section 3 are intended to
apply to each such:Capital Eventtintil the entire outstanding principal balance of
this Promissory Note, together with all accrued interest if such interest is
required to be paid pursuant to the terms of,Sections` 502 and 503 of the
Agreement, has'been paid-in full. Upon the occurrence of a Capital Event; the
Commission Equity Share shall' be 'disbursed directly to Bolder 'prior to or
simultaneously with the disbursement of the Managing•Member's•Net Income .
from Capital Events. Upon the-Sale-of the Project, theComnussion Equity Share
shall be paid to Holder directly from the escrow established for'the Sale'of the
Project.
4 • Prevaiiment—Maker may prepay all or any part of the outstanding •
principal,balance of this Promissory Note at any time, without penalty. Within
thirty (30) days 'following such prepayment, in full, Holder shall return this
PromiSsoryNbte to Maker`marked,"Ca"ncelled."
•
5.. Deeds of Trust:— This Promissory Note is secured by'a deed of trust
dated conciurrently'here;with, encumbering the Site Maker shall record'the deed
of trust:concurrently wititthe execution of this Promissory Note. •
•
Attachment No. a •
2 .
0
6: Default -.Maker will be.in •defaulr•tuider this Promissory'Note
upon the occurrence of:any one or more of the follo*rng events (each, an("Event
of Default"): .
•
•(i) Maker fails 'to make any payrrient of principal under this
Promissory. Note within three (3) days:after'the date,when
clue; or .
(ii) Maker fails, td comply with arty°provision contained in this
Promissory Note or the Agreement, and does not cure that
failure within thirty (30) days after written notice from
Holder;.or
iii • Maker becomes cmsolvent or the subject of any or
other voluntary or :involuntary proceeding, in or out of
court; for the sadjiistment.of`debtor crediforrelationships, or
(iv) Maker dissolves dr liquid'ates; or •
•
(v): Any representation or warranty made or given by Maker in
the Agreement proves to be false or misleading 'in any
material respect';',or
(vi) An.event of.default under the Agreement occurs.
If an Event of.Default.occurs, the'Holdermay exercise any right or remedy which
it has, under this Promissory Note or the.Agreement• or which is otherwise
available at law or in.eqUity or by statute; and all of Holder's rights and remedies
shall be cumulative. Upon the occurrence of any Event of Default, Holder's
obligation to lend-under the Agreement shall automatically terminate. 'Upon the
• occurrence of any Event of Default, all of Maker's obligations under this
Promissory Note and the Agreement may,becorne immediately due aiid payable
without-notice of default presentment or demand:for"payment, protest or notice
of nonpayment or.dishonor, or other notices or demands of any kind or
character all at Holder's option, exercisable in its sole..discretion. Holder's
failure to exercise such option,shall not constitute a waiver of such option with
respect to any SAsequelit event. Holder's failure in the,exercise of any other
Might or remedy hereunder or under, any agreement or other instrument"which'
secures the indebtedness:or'is`rel'ated thereto shall not affect any right or remedy
and•no,single or partial exercise of:any such fight-or remedy shall preclude any
further exercise thereof:.
7. Wai•'vers - Maker expressly waives: (a) any defense;based upen
any legal disability or other defense of Maker; or other person, or by reason Of
the cessation or limitation of the liability'of Maker,from any cause other than full
,payment''and,performance of those obligations of Maker which are provided for.
hereunder; (b) any defense based upon any lack of-authority of the members,
• Attachment No. 3B_
3 _ . •
•
e• 'officers, directors, partners, or 'agents.`acting or.purporting to act"on behalf of •
Maker or any member of Maker or'any'defect in the•formation of-Maker of any •.
member of Maker; (c) any defense based upon the application by Maker the
proceeds of this Promissory Note ••for purposes. other than .the purposes
represented by Maker.to Holder,oriintended or understood;by Holder or Maker;
(d) any defense based upon Holder's election•of any remedy against Maker;
• (e) any defense'based upon Holder's election, in any proceeding instituted under
the Federal BarkruptcyCode, of the application of. Section, 1111(b)(2) of the •
• Federal Bankruptcy. Code,or any successor statute; (f) any defense based upon
any borrowing or any grant of a security interest under Section 364 of the,Federal
Bankruptcy Code; (g) any right of subrogation, any right to enforce any remedy
which Holder.may have against Maker and any right to participate in, or benefit
from, any •security for this Promissory Note or the other documents now or
hereafter heldby Holder, and (h) presentment, demand, protest and all notices
other'than any notice expressly Provided for in this Promissory Note and/or the
Agreement.•
E. Costs - `Upon the occurrence of an Event of Default, Maker
promises to pay all costs, expenses"and attorneys' fees incurred by the;Holder in
connection with the collection or enforcement of ;this Promissory Note or any
part of it, whether or not'suit is filed, including but not limited to, all costs,
expenses and attorneys' fees incurred by the Holder in connection with any
'insolvency, bankruptcy, reorganization, arrangement or similar proceedings •
involving Maker. As used herein,the term"attorneys' fees"°means the full costs
of legal services performed_in connection with thelinatters'involved, calculated -
on the.basis of usual fees charged`by an attorney performing'those:services,and
not limited to "reasonable, attorneys' fees" as defined;by any statute or rule of
any court in which an action hereunder may be brought.
9. Amendments and Modifications -This Promis"soryNote may not
be changed orally, and:may be amended;only by an agreement in writing, signed •
by the party against'whom enforcement of any waiver, change, modification or
dispute-is sought., •
10. Governing Law - This Promissory Note shall be construed and •
enforced'.in accordance with the laws of the.'State of,Califor""pia •
11. Successors:- The terms "Maker" and "Holder" shall be construed
to include the parties''respective successors'and assigns
•
• 12. Severability -If any provision of this Note shall,be invalid, illegal •
or unenforceable, the validity, legality and enforceability of the remaining
provisions.hereofshall not in any way be affected or impaired thereby.
•
•
•
• Attachment No. 313 •
4
•
•
•
IN WITNESS WHEREOF-the-undersib edhas executed this Promissory •
Note as of the datefirst.set forth above. -
,2001 .;LOK,PETALUMA MARINA:HOTEL
COMPANY, LLC., a California limited liability
company
By.
Kirkman L. Lok
President
•
By .
-Dennis A. MacDonneil,
Secretary •
`MAKER
•
•
•
•
•
•
S
Attachment-No. 3B
5.
•
•
•. Promissory Note -Tax.Increment Loan
Disbursement Record
Amount Disbursement Date
1)
2)
3)
4) •
5)
6)
7) •
8)
9)
10) •
•
•
Attachment No.38
6
ATTACHMENT-NO.4 :
SCHEDULE OF PERFORMANCE
Action Date
1. Submission -- Evidence of ,Equity At least,10 days prior, to disbursement of
Capital and Mortgage Financing: The Eligible Construction Cost Loan.
Participant shall• submit to the
Commission for review and approval,
evidence of equity;capitahand,a,'Mortgage •
. financing commitment necessary for
development of the Site (Section 312) '
2. Approval '=,Evidence of'^Equity Capital Within.10;!days of submission.
and Mortgage, ' '-Financing. The
Commission;shall approve or•disapprove *
the;Participant's evidence,of:equity capital 1
and a mortgage .financing commitment.
(Section 312) •
3. Submission - Certificates,of Insurance. Prior to the'.'commencement of-construction
The Participant shall furnish to the of the P_articipant's 'improvements on the
•" Commission duplicate 'originals or Site
appropriate certificates of°bodily injury'
and property damage insurance policies.
(Section 305) •
4. ConstructionLoan Escrow`Instructions. Prior to the first disbursement of the
Participant and the Commission: shall Eligible Construction Cost Loan
have approved and-:executed constructioni
loan escrow instructions. (Section 502)
5. Governmental Permits. The Participant Prior to the commencement of construction
shall obtain any and all-permits required of the Participant's improvements on the
by the City or any other governmental Site.
agency: (Section 302)
.
6. Commencement of ':Construction of Not later than October 31,2000:
Participant.'s Improvements. The
Participant+shall commence construction. . .
of the improvements',totbe constructed on '
the Site. (Section 303)
7. Completion of Construction o Within 18 months after commencement
Participant's Improvements. The thereof;by the Participant. .
Participant shall complete;construction of -
the improvements to be constructed on
the Site. (Section 303)
• •
Attachrnent No. 4
Action. Date
8. Contractor Written Certifications. The. On the.first day of each!calendar quarter
Participant shall submit to the during construction of the Project and on
Commission written certifications: the,„date of issuance of a Certificate of
regarding local •and union contractor, Completion. •
hiring targets; (Section 314.1)
9. Issuance - Certificate. of Completion: Promptly after completion of all
The Commission shall furnish the construction required to`be completed by
Participant with a '.Certificate of the Participant on the Site and upon
Completion. (Section311) written request thereforbytheiParticipant.
10. Living Wage 'Certifications. The Oneach;anniversary ofthe date'of issuance.
Participant, shall . submit to the of the Certificate of'Completion,
Commission written certifications -
regarding payment of living _wages.
(Section 31 4'l3)
•
11. Funding of Nonprofit Corporation: No later than thirty (30);days following the
. Participant!shall make,payments to the start of each of the :,lst through 5th
riverfront improvements nonprofit Operating Years.
corporation: (Section 506)
12. Annual Financial Statements. No later than srxty'i(60).days following the
Participant shall pros ide the end of each Operating:Year.
Coriimission's ,Executive Director with.
written ahndal financial statements.
•
(Section 505) • .
•
•
•
•
•
•
•
•
- Attachment;No. 4,
2
ATTACHMENT NO.5
•
SCOPE OF DEVELOPMENT
•
A. GENERAL •
•The Participant agrees that-the:Site shall`be•developed and• improved in
accordance with the provisions of this Agreement;and the plans, drawings and
related documents approved by the City, pursuant toDesign Permit No .
The Participant, its•super-vising.architect,:engineer and contractor, shall work to
• ensure the/overall design, architecture and color of the;improvements on the Site
comply with the requirements'ofthe•City set;forth•Jin•the Design Permit.
B. PARTICIPANT'S IMPROVEMENTS
The Participant shall' construct, or cause to be constructed, on the Site,a
Mobile three.(3) star and/or AAA four (4) diamond Sheraton Hotel containing '
• one hundred eighty three,()'83) guest'rooms, over nine.thousand nine hundred
(9,900) square feet of banquet/meeting space, eighty plus.(80+) seat signature
restaurant, and a fifty (50).seat cocktail lounge, health club for guests, pool and •
spa area for guests, and special "Club Level" for'frequent guests, all contained
within a four (4) story building of approximately one hundred thirty-four
thousand seven hundred (134•700) square feet. Also, the Participant will
construct and deliver to th"e<Petaluma Marina Project not less than one hundred . •
eighty-four(184) parking spaces;for the hotel and thediroject<on the Parking Lot,
. C. ARCHITECTURE AND DESIGN •
The Participant's inprovements shall be othigh architectural.quality, shall
be well landscaped, and shall he effectively and aesthetically designed. The
shape,'scale of volume,"exterior design and exterior finish of the building'must
be consonant with the Design Permit,
D. LANDSCAPING •
Landscaping;,shal mbellis
L, hall open spaces upon the.Site to integrate the
Participant's improvements with adjacent sites with the Project Area
Landscaping includes such materials as paving, trees, shrubs and other plan
materials, landscape containers, plaza furniture,, fop soil;preparation, automatic
irrigating, landscape and pedestrian lighting. Landscaping shall carry out the
objectives and principals of the Commission's design to accomplish a high
quality aesthetic environment.
- - Attachment No. 5
•
E. SIGNS
•
All signs on the exterior of the buildings are of special concern to the
Commission andmusf be in conformance with the City's,sign ordinance.
F. SCREENING
•
'Trash areas shall be,screened on at least three (3) sides and have-movable:
doors and other devices to obscure:such areas fromview. All fire standpipes and
such other fire related mechanical devices shall be screened with plant materials.;
Rooftop:,equipment shall be reasonably hidden so as to mitigate views from
principal elevations surrounding the development.
G. •APPLICABLE CODES -
•
The Participant's improvements shall be construed in accordancerwith the
Uniform.BuildingCode (with City Modifications) and the Municipal Code:
•
•
•
•
•
•
•
•
•
•
•
•
.'Attachment'No.•5
7 .
•
•
• ATTACHMENT NO. 6
•
FORM"OF'CERTIFICATE OF COMPLETION •
•
RECORDLVG.REQUESTED BY
AND WHEN RECORDED MAIL.TO
Community Development Commission
of the City of Petaluma
11 English Street
Petaluma,California.94953
. Attention: Executive Director
This document is exempt from the payment of a.recording fee .'
puis4ant to Government Code§'6103.
CERTIFICATE OF COMPLETION
THIS CERTIFICATE OF"COMPLETION (the "Certificate");is madeby the.
COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF PETALUMA,
a public body corporate and politic• (the "Comrission"), in favor of LOK
PETALUMA MARINA 'HOTEL COMPANY, LLC, a.:California limited liability
company.(the "Participant"), as of the.'date set'forth below.
RECITALS
A. The Commission and the Participant have entered into that'certain
Owner Participation Agreement (the "OPA") dated 2001
concerning•the redevelopment of certain real property situated in the City of •
Petaluma,,Califor"nia,,as m ore fully d'escribed'in Exhibit "A" attachedheretotand
made apart°hereof.
B. As,•referen'ced in Section '311 of the OPA, the Commission is
required to furnish the Participant .or its successors with a,,Certificate of
Completion upon completion of:construction"of the"Improvements (as defined in
Section 100 of the OPA); which"Certificate,is required to be in such form as to
permit it to be recorded in the _Recorder's Office of Sonoma County. This
Certificate is conclusive determination of satisfactory' completion of the I •
construction and development required by'the'OPA.
C. The Commission has conclusively determined that such
construction and development has been satisfactorily completed.
•
Attachment-No..6
•
NOW,THEREFORE, the Commission hereby certifies aS follows: •
1. The work of Improvements to;be constructed by the Participant has
been fully and 'satisfactorily completed, in conformance with the CPA Any
operating requirements and all use ,maintenance'or.;nondiscrirmnation covenants
contained in the OPA shall remain in effect,and enforceable according to-their
terms.
2: Nothing contained in this instrument shall modify,inany"other way
• any other provisions of'the OPA.
IN WITNESS WHEREOF, the Commission has executed this Certificate
this:_day of,
COMMUNITY DEVELOPMENT COMMISSION
OF THE CITY OF PETALUMA, a public body, ,
corporate and,pelitic.
By:
Chairman
Al EST:
•
•
• Secretary •
• "COMMISSION"
APPROVED.ASTO FORM: •
B :
y
Commission Counsel
•
•
•
•
•
•
•
Attachment No- 6
•
. .
•
SITE DESCRIPTION
[To Be Inserted].
. .
•
Exkibit A to Attachr.nent No. 6
110 ACKNOWLEDGMENTS
•
Acknowledgments
•
ATTACHMENTNO. 7
•
FORM;OF'MEMORANDUM OF OWNER PARTICIPATION AGREEMENT
RECORDING REQUESTED'BY' •
AND WHEN RECORDED MAIL TO:
-
Community.Development Commission • _
of the'City of Petaluma
11 English Street;
Petaluma,California 94953 •
Attention: Executive'Director
• . _ This document is exempt from,the payment.of a recording fee
pursuant to'.Governmeat Code,§6103.
MEMORANDUM OF OWNER PARTICIPATION AGREEMENT
•
THIS MEMOR:ANTDUM' OF OWNER PARTICIPATION`AGREEMENT
("Memorandum"), dated fat identification purposes as of - , 2001, is
• entered into by and between the COMMUNITY DEVELOPMENT
COMMISSION OF THE 'CITY OF PETALUMA., a public body, corporate and
politic ("Commission' );•and LOK PETALUMA MARINA.HOTEL COMPANY, _.
LLC a California.limitedTliability company (°Participant)',
1. Owner Participation Agreement.... Commission and Participant
have executed an Owner' Participation Agreement dated for identification
purposes.as of ., 2001, which provides, among;other things, for (i) the
development by Participant of a four=story, one; hundred eighty-three (183)
room, three-(3) star/four (4) diamond Sheraton hotel on that certain real property
(the "Site") located -in the City of Petaluma, County of Sonoma, State of
California, more fully described in "A" attached hereto and incorporated
herein by this reference. (ii) the Commission to make certain loans to the
' Participant, (iii) the.continuing operation of the improvements to be,constructed
on the Site as a,three (3) star/four.(4);diamond hotel, (iv) the maintenance of the
site and improvements thereon as set. forth in the Owner Participation .
Agreement, and•(v).,Participant's payment;of;Deferred Participation Payments to
Commission upon the occurrence of certain Capital'Events and upon the Sale.of
the Project. The Owner Participation Agreement is available for public
inspection ana.copyingat the office of the.City Clerk,City of Petaluma City Hall,
11• English Street, Petaluma, California 94953. All of the terms, conditions,
provisions and covenants of the Owner Participation Agreement are
incorporated to this Memorandum by reference as though written out at length
• herein, and the Owner Participation Agreement and this Memorandum shall be
deemed to constituteia,singl'e'instrument or document:
•
•
• Attachment No..7
•
S
•
2. Purpose of Memorandum., This Memorandum is prepared for
recordation purposes only, and in no way modifies the terms, conditions,
provisions.an&covenants of the Owner Participation Agreement. In;the event of
any inconsistency between,the,terms, conditions, provisions and covenants .of
this Memorandum and the Owner Participation Agreement, . the terms,
conditions, provisions and covenants of the Owner Participation Agreement
shall prevail.
The parties have executed this Memorandum on the dates specified •
immediately adjacent to their respective signatures.
, 2001 LOK PETALUMA MARINA HOTEL
•
• COMPANY,LLC.,.a Californiatlimited liability
• company •
By: • -
Kirkman L. Lok
President
By:
• Dennis;A. MacDonneil,. •
Secretary
"PARTICIPANT"' •.
•
,2001 COMM-UNITY DEVELOPMENT COMMISSION '
OF THE CITY OF PETALUMA,.a public body,
corporate.and politic.
By:
Chairman •
1'=LLEST:
•
•
Secretary ,
"COMiUIISSIO "
APPROVED AS TO FORM: •
By: •
•
Commission Counsel.
Attachment:No. 7
2
•
••
EXHIBIT A
LEGAL DESCRIPTION OF SITE
•
[To Be Inserted]
• '
•
•
EXhibit A co.Attachrnent No. 7
• ACKNOWLEDGMEI<TTS
;-.
. ,
Acknowledgments
•
• ATTACHMENT'NO. 8
•
.
FORM OF-AGTZEEMENT.TO=BE.`RECORDED AFFECTINGREAL PROPERTY
•
RECORDING`REQUESTED BY
•
AND WTEN RECORDED MAR,.TO:
Community DevelopmentC_ommissibn
of the.City.of Petaluma
11 English Street ,
Petaluma,California 94953
Attention: Executive'Director.
'This document isiexempt from the payment of a recording fee
• ;piusuant to Government Code 5.6103.
AGREEMENT TO BE.`RECORDED AFFECTING REAL PROPERTY
• THIS AGREEMENT,TO BE,R ECORDED,AFFECTING REAL PROPERTY
dated' for references purposes 2001 ',(this "Agreement"), is
entered into by and between the COMMUNITY DEVELOPMENT
. l
politic ("Commission"),:and. LOK',P,ETALUMA MARINA INA body, corporate and
COMMISSION OF THE CITY OF PETALUMA, a
ARINA HOTEL COMPANY,
LLC, a California limited liability company ("Participant), with reference to the
following facts:
• RECITALS
•
A. Commission.andPartieipanthave executed an Owner Participation
Agreement dated ,for reference purposes as of - 2001 ,("OPA"),
which provides, among,other things, for, (i) the development b;y Participant of a
four (4) story, one hundred eighty-three (1'83) room, three (3) star/four
(4)diamond Sheraton hotel_on that,certain real property (the "Site")_located in the
City of Petaluma, County of?Sonoma State of California, mote fully described in
Exhibit, "A" attached,hereto and,incorporated herein by this reference, .(ii)the
• Commission to make certain. loans to the Participant,, (iii) the continuing
operation of the improvements to be constructed on the Site as a three (3)
.star/four(4) diamond•hotel, (iv) the maintenance of'the:Site and Improvements
thereon, and (v) Participant's payment of Deferrea Participation Payments to
Commission upon the occurrence•of certain Capital Events and upon the Sale of
the Project. The Owner Participation Agreement is available for public
�. inspection and copying at the otfice.of the City Clerk, City of,Petaluma City Hall,
11 English,.Street;,Petaluma, California 94953. .Capitalized.termsiitilized'in this
•
•
Attachment No..8
•
Agreement and:not otherwise defined shall have the,same meaning as forth •
in Section.100'of the OPA.
B. The Site is within the Petaluma Community Development Project
and is subject to the provisions of the Redevelopment Plan for the Petaluma
Community Development ,Project `which was approved_ and adopted by
Ordinance No 1725 of the City Council of the City of Petaluma on.August 17,
1988, as amended, and'incorporated:herein by.reference.
•
C. Participant has agreed with:Cominission to executeandrrecord"this .
Agreementain order to bind itself and future owners of the :Site to certain.
obligations regarding'the on-going use, operation..and maintenance of theSite:
and certain other covenants, all as more particularly set forth herein.
D. Tlze:enforcement of the covenants and`requirements set forth herein
will ensure the proper-implementation,of the Redevelopment Plan and will,
therefore, benefit the.Participant, the City of`Petaluma, the Commission, and the-
properties located-within the Petaluma Community Development;Project.
•
AGREEMENT •
NOW, THEREFORE, in Consideration of the mutual benefits,accruing to
. the parties hereto, and for other valuable consideration, the receipt and
sufficiency of'Which is hereby acknowledged, the Participant on behalf of itself
and its successors, assigns arid each=successor'in:interest to the Site or any part
thereof;hereby covenants and agrees as.follows:
1.. s Use Covenants. The Participant covenants'and agrees for:itself,its
successors;assigns, and every successor in interest to the:Site;'or any part thereof,
that the Participant shall continuously maintain, use'and 'operate'the Site as a
hotel,"which meets the mm
iruum Hotel Ratirigstandards;set forth in;_Section 100
of-the.OPA, for the period of time specified in Section 5, below, provided,
however,rthat the covenant to continuously use and operate the?Site.as set forth
in this Section 1 shall not apply to any foreclosing`lender during the period of
time such,foreclosing lender owns;the Site or to any successor in interest of the
foreclosing lender. Participant further covenants;:to initially open and operate
the hotel(under`a "Sheraton" flag. No uses other than those specified above_shall
be permitted without the-prior written approval of`'the•Commission,,which may
be granted or denied.in Commission's sole discretion. All uses conducted on the
Site, including,-without limitation,; all activities undertaken by the Participant
pursuant to this Agfeement,, shall conform-to the Redevelopment Plan and all
applicable provisions of the Petaluma.Mumcipal'Code. The foregoing covenants
:shall run,with the land.
2. Maintenance'-- Covenant. Following,completion of construction of
the Improvements, Participant shall maintain in accordance. with the
Maintenance Standards, as hereinafter defined, the private improvements'and
AttachmentNo.g,
2
• publi c improvements and landscaping to the c itbline(s)' on the 'Site. Said
improvements "shall include, but =not be limited ;to, buildings,-sidewalks, ' •
pedestrian,lighting, landscaping, irrigation of landscaping, architectural elements
identifying the Site and any and.a'lliother improvements on the Site and in the
public right of-way to the •nearest 'curbline(s) abutting the Site . To accomplish
the.maintenance, Participant,_ shall either staff.or contract with and hire licensed
and qualified personnel -to perform the maintenance, work, including the
provision of laboriequipment,,materials,-support facilities, and any and all other
items necessary to comply with the requirements of this Agreement. . The
maintenance covenantsland obligations set forth in this Section 2 shall remain in
effect'for the period of time specified in Section 5, below.
(a) Maintenance Standards. The following standards
("Maintenance Standards",.)E shall be complied with by Participant and its
maintenance staff/contractors and subcontractors::
(i) Landscape.rnaintenarice;;shall` include, but not be
limited to watering/irrigation; fertilization; mowing;
edging; trimming of grass, tree and shrub pruning;
trinunirgand shaping'of`:trees'.andtshrubs to maintain
,a healthy; natural appearance,;safe, road conditions
and visibility, Land irrigation coverage) replacement,
as needed`, of all plant materials;,control or weeds in
.all'planters,.shrubs, lawns, ground covers, or other
planted areas; and.staking,for support of trees.
. (u) Clean:up maintenance shall include, but not be
limited to maintenance of all sidewalks, paths and
other paved areas in clean and weed-free condition;
maintenance of all such areas;clearof dirt, mud,trash,
•debris or other matter which is`unsafe or,unsightly,
removal of all trash,, litter and other debris from
• improvements and landscaping•prior to mowing; .
• clearance and clearing of'all areas maintained prior to
the end of the day on which the maintenance
operations are performed,to `ensure that all cuttings,
Weeds, leaves and other debris are properly disposed
of by maintenance'workers ' • •"
(iii) All Lmaintenance`work shall conform to all applicable'
• federal and state Occupation Safety and Health Act
standards and regulations for the performance of
maintenance.,
(iv) Any and all chemicals, unhealthful substances, and
4 pesticides used in and during maintenance shall be
• applied, in strict accordance with all Governmental
tRequirements. Precautionary measures shall be
Attachment No. $ • •
3
•
•
employed recognizing that all areas :are open to . '•,
public aeeess.'
(v) The Improvements shall be maintained in
• conformance. and in compliance with the Sheraton
franchise agreement standards, or.equivalent,,as°the
• same may be amended from time to time with the
approval of the city and in accordance with the
custom and practice generally applicable to
comparable hotels located within Sonoma-County,California -
. For purposes .of this subsection. (v),
comparable hotels shall be those meeting' the
minim im Hotel Rating. The °public right-of-way
improvementsito the curbline(s) shall be maintained.
as required'by this subsection (a). in good condition.
and in -accordance with the custom and practice
,generally applicable to public-rights-of-way within.
the City of Petaluma. ,.
(b) Failure to Maintain:Improvements.• If Participant does not
maintain the private and public.improvements,on ithe'Site to the.curbline,(s) in
the manner set forth herein and in accordance with the.Maintenance Standards,
Commission,and/nor City shall have the right totmaintain such private and/or
public improvements,or.to contract for.the-correction of such deficiencies, after
written notice to Participant However; prior to taking any such action,
Commission •agrees to notify:Participant in writing if the condition, of said
improvements does not:conform to the Maintenance Standards and,to specify the
deficiencies and the ;actions required; to be taken by Participant to cure the.
deficiencies. Upon notification,of°any maintenance deficiency, Participant shall
• have thirty (30) days within whichto,commence to correct, remedy or cure the
deficiency and thereafter diligently and continuously ,complete ,correction,
remedy or cure of the deficiency, If the written notification states that the
problem is urgent and "relates to.the public health and safety, -then Participant
shall haye::forty-eight (48)hours'to•rectify the problem. •
In the :event Participant fails to correct, remedy, or cure- or has not .
commenced correcting, remedying'or curing such„maintenance deficiency after
notification and after expiration;of any applicable cure period, then,Cityand/or
• Commission shall.-have the right to maintain such improvements:;_ :Participant
agrees to pay Commission;such charges and:costs upon demand. Until sopaid,
the ,Commissiomshall have alien.on the Site for the amount of,such;charges or
costs, which lien.shall,be perfected by.the recordation of a "Notice{of Claim of
Lien” against the Site: Any lien in favor of the Commission created or claimed
hereunder is expressly made subject,and'subordinateto any mortgage Cr deed of
trust made in good faith and tor value, recorded-,as of the date of the:recordation
of •the Notice of Claim of Lien, and 'no such lien shall in any way defeat,
invalidate; or impair the obligation.or priority of any, such;mortgage:or deed of
trust, unless the;mortgagee;or beneficiary thereunder expressly subotuinates his
•
Attachment:No. S.
4 .
•
\,•
•
•' interest- of record;to Such lien. No lien in favor of the Commission created or
claimed hereunder shallin any way defeat,;'invalidate or impair the obligation or,
priority of any lease,.sublease or easement'unless.such instrument is expressly .
subordinated to such lien. Participant acknowledges and agrees that the City •
and Commission may also.pursue any'and,all.other remedies available in,law or
equity in the,event of.a:breach of the"maintenance obligations_ and covenants set
forth herein.
• 3. Nondiscrimination Covenant. There shall_be`no,discrimination
against or segregation of'',any person or group of persons on account of race,
color, creed, religion,sex, marital status, physical or Mental disability or=rriedical
condition;, handicap, national origin or ancestry in the sale, lease, sublease,
transfer, use, occupancy,.'tenure or enjoyment of the Site, riot shall Participant
itself, or any claiming under or through it establish or permit any such
practice or practices of discrimination or segregation with reference to the
selection, location, number, use or occupancy of tenants, lessees, subtenants,
sublessees or vend_ees of the Site:, 'The foregoing•covenant-shall run with the •
land.
•
Participant shall refrain from restricting the rental, sale or lease of
the Site on the basis of race, color, creed, religion, sex, marital status, physical or
mental disability or medical condition,-handicap,.national origin:or ancestry of
• any person: All.such deeds, leases or contracts, shall contain or be subject to
substantially the following nondiscrimination or nonsegregation clauses:, .•
(a) Iitdeeds: "The grantee herein Covenants by and for himself
or herself, his or her,heirs,.executors, administrators and assigns, and all persons
claiming under or through them,ithat there_shall'betrio discrimination-against or
segregation of, any person or group:of persons on account of race, color, creed,,
religion, sex,.marital status, physical or mental disability.or medical `condition,.
handicap, national origm.:or ancestry in the sale, lease, sublease, transfer, use,
occupancy.,, tenure ‘or enjoyment: of the land herein conveyed;, nor shall the
grantee himself oriherselffor any.person,claiming'imder or through him.or`her,
establish or permit anysuch practice or practices of°discriminationor segregation
with reference to the selection, location, number, use or occupancy of tenants,
lessees, subtenants, sublessees or`vendees.in the: land herein conveyed. The
foregoing covenants,shall run with the land."
herself,;his or her,heirs,executo se administrators and ass by and for 11 himself or
(b) igns, and all persons
claiming-under orthrough him or her, and this lease:is made.and accepted upon
and subject to,the following.conditions:
•"There shall be no discrimination against or segregation of any
• person or.group of persons on account of race, color, creed, religion, sex,marital
status, physical or_me*ntal,disability or medical condition, handicap, ancestry or
national:origin in theleasing, subleasing,'transferring/use occupancy, tenure or
enjoyment of the'premises herein;leased nor shall the lessee himself or herself; or
Attachment Md. S •
• J,
any person claiming under'or through him.or her, establish or permit any such. •
practice or practices jpractices-oft discrimination or segregation with reference to the
selection, location,,number, use or occupancy of tenants, ;lessees, sublessees, •
subtenants or vendees.in'the prernises'herein leased:"`
(c) Iii contracts:. In contracts relating to the sale, transfer or
• leasing of"the!Site or any.interest therein "There `shall be no discrimination .
against or segregation of„any person, or group of persons on account of race;
color, creed, religion,.sex,.marital status, physical or mental disability or medical
condition, :handicap, ancestry or national'origin, in the sale, lease, sublease,
transfer,, use, occupancy; tenure. or enjoyment of the premises, nor shall the •
y person g „ rough him or her,
transferee himself:or her-Self or.an erson daimin under or through
establish or permit;any such practice or practices of discrimination or segregation
with reference to the selection, location; number, use or occupancy of tenants,
lessees;subtenants; sublessees or veridees of the preriseS.:
4. Minimum Proiect Value Covenant. Participant covenants, and
agrees that in connection with its construction of the Project, Participant shall
expend not less than SEVENTEEN`MILLION DOLLARS (517,000,000) in "hard •
construction;costs; "hard".construction costs shall"consist exclusively of on-site
labor 'and materials expenditures, "Hard"construction costs shall not include
construction•or project management fees, legal, engineering or architectural fees;
overhead; costs of furniture, fixtures,and equipment; or any other costs or fees
typically characterized by the construction/development ;industry as "soft"
costs. In addition, Participant covenants and agrees that it shall expend nottless
than THREE:MILLION FIVE HUNDRED THOUSAND DOLLARS'53;500;000)
• on furniture, fixtures and:equipment for the Project. Participant shall provide
evidence,reasonably:satisfactory to Commission..of all of lts hard construction
cost and furniture, fixture and equipment expenditures prior to submitting its
requests for.issuance of a Certificate!of Completion as provided in;the OPA,
5. Term. The covenants contained in this A
greementJ'shall:remain in
effect until the issuance of the Certificate of Completion for the work of
Improvements, except ler,the folldWirigi
(a) The,covenant's,pertaining to. use and operation of the Site
which are set forth in'Section 1 shall remain in effect until' the first to:occur'of
(i) the termination date of the Redevelopment Plan, (ii) the Parti'cipant's.
p y g p . .ip , Promissory
re a went, in frill,of the entire oufstanam , rind al balance of the P
Notes,or (iii)Participant's payment, in full, of all of the Deferred Participation
Payments.
(b) The covenants pertaining to maintenance of•the Site and all
improvements thereon, as set forth in Section 2, shall remain in,effect until the
termination date, of the.Redevelopment Plan; provided, however, Participant
shall be:released from its cobligations,to:maintain the publicimprovements at the •
Site upon assumption,of all of Participant's maintenance obligations with respect
to saidpublic improvements by the Petaluma.Marina Owners Association,'Inc.
AttachmenfNo. 8
•
6,
•
•
(c) The;covenants:rainst•discrim nation,asset forth lin Section
3; shall remain ineffectin perpetuity.
6. Covenants:Run with the Land The Covenants and agreements j
established in,this Agfeement shall, without:regard to technical classification or
designation, be;binding''on:the Participant, its,successors; and assigns and any
successor in interest,`to the;Site,,or°any part:thereof, for the of and in favor
of the Commission, its•successors and assigns; and the City, for their respective
. terms as set forth-in Section;5, above.
7. Remedies. The Commission,in the event of any breach of any of
the covenants contained herein, shall have the rightto,exercise all the rights and
remedies and to maintain any actions at law or suits in equity or other proper
proceedings to.enforce the,curingof'the'breach.
•
8. Severability. If any:;ter=m, provision, condition or covenant of this
Agreement or its application to any party or circumstances shall`be held, to any
extent, invalid or unenforceable, the remainder of this Agreement, or the
application of the term,m, provision, condition or covenant to persons or
circumstances other than those as to whom or which it is held invalid or
unenforceable, shall not be affected;.and shall be valid and enforceable to the
• fullest extent permitted bylaw;:
9: Titles and,Captions'. Titles and captions are for convenience of
reference only and do not define, describe or limit the scope or the intent of this
Agreement.
10. Modification. The Commission, its'successors and assigns, and the
Participant and its successorskand;assigns in and to all or any part of the,fee title
to the Site shall have•the=right with the mutual consent of the Commission to
consent and agree to changes;in, or to eliminate in whole:or in part, any.of the
covenants herein without the consent of any tenant, lessee; easement holder,
licensee, mortgagee, trustee, beneficiary under 'a deed of trust or any other
person or entity having any interest less than ia fee in the: Site The covenants
contained in this Agreement, without regard to technical classification, shall not
benefit or be enforceable,by any owner of any other real property within or
outside the Redevelopment Project, or any persán or entity having any interest,in
any other such realty:: •
•
•
•
•
Attachment No. 8
7
•'
•
•
-11. Interpretation. In the ement:there IS any conflict between,the.terms
of this Agreement and the terms of theOPA;•the'terms of OP.A,shall goverh.
IN WITNESS WHEREOF, the parties have executed this Agreernenras of
the dates set fofth below. '
•
, 2001 LOK PETALUMA MARINA HOTEL
COMBANY,'LLC., a California limited liability
company .
By:
'Kirkman L. Lok
-President
•
• '
13y:
• Dennis A. MacDonneil,
• Secretary
• "PARTICIPANT"
2001 COMMUNITY DEVELOPMENT COMMISSION
OF THE CITY OF PETALUMA,.a publicbody,
corporate'and politic
•
• By: . •
Chairman
•
•ATTEST: .
•
. •
•
Secreiary ..
"CONIISSION"
APPROVEDAS TO F,ORM: •
By: , •
Commissibin,•Cbuns el • •
•
. .
Attachment:No. 8
• •
•
e
EXHIBIT A
LEGAL DESCRIPTION OF SITE
[to Be Inserted]
•
•
Exhibit A to.Attac. meht'No. 8
. • .
• ACKNQAVLEDGMENTS
•
•
•
. . '
•
• Acknowledgments
•
ATTACHMENT NO. 9
ELIGIBLE PROJECT.COSTS BUDGET
ELIGIBLE 'ESTIMATED'
• PROJECT COSTS BUDGET AMOUNT
1. Site Improvements (Varking Lot) $551,599
2. Concrete Piles and Foundation $1.,804,605
3. 'Boardwalk Improvernents $258,760
4. Pre-Development Cogts (Including
Architectural and,Engineering) $1,387,120
Total Estimated Eligible Project:Costs $4,002,084
•
•
•
. .
•
40.
•
Attachment No. 9
•
•
•
•
ATTACHMENT NO',10, •
•
'GUARANTY
•
•
•
•
THIS GUARANTY'("Guaranty ') is made a"s of the day of
2001, by LOK PETALUMA MARINA DEVELOPMENT COMPANY, LLC, a
California limited liability company .("Guarantor") .in favor of THE
COMMUNITY DEVELOPMENT"COMMISSION"OF THE CITY OF PETALUMA,
a public body, corporate and politic ("Commission").
RECITALS •
A. Commission and•Lek Petaluma Marina Hotel- Company, LLC; a
California limited liability company (the,"Participant") entered into an Owner
Participation Agreement dated " , 2001. (the "OPA"), pursuant to
which the Participant, agreed.to acquire.and develop certain real property in the •
City of Petaluma, Sonoma County, California more particularly described in the
OPA (the "Site"). Initial,ca italized terms used in this Guaranty and not defined
herein shall have the meaningsgiven to such terms in•:the•OPA.
B. As a condition to:entering into the OPA with Participant on the
terms set forth in the OPA, including without limitation, certain monetary
assistance by the Commission,,Commission.has required'thatGuarantor. execute
this guaranty of performance'of the Participant's;obligations under the OPA, and
the additional documents 'and instruments to be entered;into pursuant to the
OPA (collectively, the'/ Project Documents").
•
NOW, THEREFORE,'at the request of Participant,:Guarantor'guarantees,
covenants, warrants'and agrees as follows:
•
1: Guaranty. Guarantor hereby unconditionallt and irrevocably
guarantees the •full, timely and complete 'performance by the Participant, its
successors' or assigns, of each and,,all.of'the=obligations of Participant under the
Project Documents:in:accordance with and subject to their respective terms•and
conditions, including,any amendments thereto (collectively, "Obligations"):
2. Obligations of the Guarantor Unon Default by the Participant. It a
default by Participant.under the OPA or any other Project Document:shall occur,
Guarantor shall diligently proceed to Lcure such default and procure complete:.
• performance of each and all of the`Obligations. However, the obligations of
Guarantor to so cure such,default and procure complete performance of each and
all of The Obligations shall be subject to.thexsame terms and conditions"set forth
Attachment No. 10
•
in the, applicable Project Document as would have :applied to similar
•
performance by Participant.
3. Remedies. Guarantor shall be;in default (a "Default").hereunder:if
Guarantor shall fail to perform a monetary:obligation within fifteen (15) days
• after written notice from Commission'to=.Guarantor, or, if the Default is not inthe
payment,of money and is of such;a nature as cannot.be cured within such fifteen
(15) days, unless Guarantor commences to cure such Default within fifteen
(15) days. after written notice from Commission to Guarantor and proceeds
diligently to cure thereafter. Following,a Default, Commission, at its option and
without any obligation so to do/may exercise any and all of the remedies,set,
forth in,the OPA'or any other remedy allowed rat law or in equity, including
bringing an action.to enforce the terms of this-Guaranty.
4. Consents.of Guarantor. Guarantor hereby consents and agrees that
Commission may, in such manner, upon such terms and at such times as
Commission deerrisbest and without notice to or<further assentfrom Guarantor: .
(a), with the consent. of Participant,' alter;. compromise,.
accelerate, extend or change the time, manner or place for
the performance of any Obligation hereby guaranteed, or.
change any of the terms, covenants, conditions or provisions.
• of the'OPA or any other Project:Document;
(b) waive performance or compliance with any term/ covenant
or agreement on Participant's part to be performed: or
observed under the,OPA•or any other Project Document„or
consent to failure in or departure from such performance.or,
compliance;
(c) transfer and assign the Project Documents, or any of them;
(d) accept additional security for the Obligations from third
• , parties, or exchange, sell, surrender, `'release, reconvey,
subordinate,modify, waive, rescind,compromise or extend, .
in whole or in part, any security therefor, or permit or
consent-to anyauch actiori'or;the;resun of any such action;'
(e) request and accept other guarantees of the Obligations'from
third parties and, in ,whole or in part,. surrender, release,
subordinate, modify, waive, rescind, compromise or extend
any such guarantee, or permit or consent to any such,action
or the result of any sueh,action;.and
(f)', exercise, waive or otherwise refrain from exercising, any
• • other right, remedy, power or privilege granted by the-OPA
• or any other'Project Document or other security document
or agreement, of otherwise available to Commission, with,
Attachment No. 10
•
respect to (i)the Obligations,: (ii) the other- obligations of •
Guarantor'hereunder, (iii)'any security;forCthe;Obligations or
(iv)uother security for any or all,ofthe other obligations
hereunder,'even,if the exercise of such right, remedy, power
• or privilege affects or elumnatesk any right of subrogation or
any other.right ofGuarantor against Participant.
No exercise:or nonexercise by Commission'of,any right hereby given to
Commission; no dealing.,by Commission with Participant or any guarantor,
endorser or, any other person, and no change, impairment,rrelease or suspension
of any right or remedy of Commission shall in any way affect any of the
obligations of Guarantor.hereunder or any security furnished by Guarantor or • •
give Guarantor any recourse against`Commission.
5. Rights of Guarantor. Guarantor,in connection with its obligations
under this Guaranh ma one do on or both of the following, (a) cause Participant,
as agent for•Guarantor,to construct and complete the Project; or (b) cause
•p right, interest in and to-the Site..to
Partin ant to transfer all of its ri ht, title and int
Guarantor, provided that Guarantor assumes all of the„obligations of'Participant
under the OPA and the:other.Project•Documents (such,transferee being deemed
a permitted assigneerof Participant):
6. Interest and Attorneys' Fees. Any sum required to.be `paid by
Guarantor to Commission pursuant'to the terms hereof shall bear interest at a
rate equal to six and one-half percent (6-1/2%) Per annum, compounded
annually; from the,.datesaid sum shalcbe due until paid. If Commission expends
or incurs any sum to 'protect, preserve or 'enforce Commission's rights or
Guarantor's obligations under ;this'Guaranty whether or not suit is filed, or if
Commission commences aan action against Guarantor to enforce this Guaranty or
for any alleged breach or,default of a ty ny term at provision of this Guaranty, the
prevailing party shall be ,entitled to have and recover from the party not
prevailing reasonable attorneys` fees and all costs and expenses incurred,
together with interest thereon for the time and at the.rate provided in this
;Paragraph6,7including,-.without limitation, those incurred in connection with any
insolvency, bankiuptcy, reorganization, arrangement or other similar,
proceedings involving;Guarantor that m any way affect Commission's exercise
, of its rights, powers, remedies and privileges hereunder:
7. No Waiver. NO failure-on.the part of the'Commission to pursue
any remedy hereunder or under the'OPA or any'other Project Document shall
constitute.a'waiver on the part of"Commission of the right to pursue remedy
on the basis of the;sanie or a subsequent Default. Ne,extension, modification,
amendment or'renewal'of`the.OPA, any'other"P,roject Document or any security
• instrument securing the same, or any of them, or the assignment of the
• Participant's ant's interest.under the OPA, shall serve to waive the provisions hereof
or discharge Guarantor from any obligation herein contained in whole or in part,
except to the extent'expresslyapproved by Commission in writing.
Attachrrient No. 10
3,
8. :Covenants, Representations and Warranties of Guarantor.
Guarantor represents and warrants to Cominission,as follows:
•
(a) I Guarantor has 'investigated'fully whether any benefit,will
inure to Guarantor by reason of the execution of this
Guaranty, and,=has determined that a direct or indirect
• benefit will;inure to Guarantor by reason of the execution of
this Guaranty;
(b) This Guaranty, when executed and delivered to
Commission, will constitute the legal, valid', and ,binding
. obligation of Guarantor, "enforceable against Guarantor in
accordance with its terms, except as the same maybe limited
by laws of bankruptcy, insolvency and laws affecting the
rights:of creditors;generally.
9. GuarantyIndependent. Guarantor agrees that the obligations! of
Guarantor hereunder are independent of,;separate from and in addition to the
undertakings of Participant pursuant to the OPA and the other Project
Documents„and any deed of`trust or'security agreement given to secure the
same, any other guaranties given in connection with the OPA or any other.
Project Documen t and any other obligations of Guarantor to Commission.' A
separate action or actions may be brought and prosecuted to .enforce the
provisionscof this Guaranty whether Participant and/or any other guarantor:is a
party in any such action or not Commission"may maintain:separate actions;for
other. defaults. Commission's rights.hereunder shall not be exhausted by its
exercise of.any of rights or remedies or by any-such action orby,any number
of/successive actions until and unless all Obligations hereby guaranteed and all
other obligations of Guarantor hereunder have been fully performed. •
Corrimis"sion may enforce this Guaranty in'the event of any default under•any of
• the Project Documents notwithstanding°the existence of any dispute between
` Commission and.Participant with respect-to the existence of:such default.
10: ,Guarantor's Waivers: The liability of Guarantor under this
Guaranty shall not be affected by any circumstance which might constitute a
discharge of a surety or guarantor other than the indefeasible,payment and
performance,in full of all Obligations-hereby guaranteed and all other obligations
of Guarantor hereunder. Without limiting the generality of the foregoing,
Guarantor hereby waives,and agrees not'to assert or take advantage.of:
(a), any right to require Commission to marshal assets in favor
of Participant, Guarantor, any other guarantor or any other
person, to proceed against Participant, any other. guarantor,•
or any other person;.to proceed against or "exhaust any
• security:held by Commission at any time or to pursue,any
other right, remedy, power or privilege of Commission
before proceeding,against Guarantor; • - •'
Attachment No. 10 •
(b) any defense that may arise by°reason of,incapacity;lack of •
corporate or other • authority, death or disability of
Participant, Guarantor or any, other person.or the failure of
Comrriission:to file,or 'enforce:a daim againstthe 'estate (in
administration, bankruptcy or any:other proceeding) of any
otherperson or persons
(c)' promptness,i,diligence,'presentment; ,dernand,protest and
notice of any,kind including, without limitation, notice,of
default, protest,: .dishonor or nonpayment, notice of
acceptance Of this Guaranty and, notice of the existence,
creation or:incurring'of any new or additional obligation or
notice of any action or nonaction on the part of Participant,
Commission,, any endorser or creditor of .Participant or
Guarantor or+on the part of;any other person whomsoever
under this ;or.any other instrument in connection with any
obligation or evidence of indebtedness held by Commission
• `as collateral,or in connection with:the Obligations or any
other obligation herebyguaranteed;
(d) any,right to enforce any remedy that Commission now has
or-may hereafter have against Participant„and the benefit-of
• and.any right.to participate in, any security now°orihereafter
held-by•Comrission from Participant;
(e) any-d'uty,on[tlie part of Conuni`ssion;to disclose'to'.Guarantor
any facts Commission may now or'hereafter know about
Participant,it;being understood,and agreed that Guarantor
is fully responsible,for being and keeping informed of the
• financial condition of Participant'and ofall circumstances
bearing on the risk of nonperformance of the Obligations.or
any,Other obligationLhereby guaranteed,-
(f) all,setoffs and counterclaims;”
(g) any.defensearising'out of the,„absence, impairment:or loss of
any right or remedy of Guarantor against Participant or
against any security resulting frofn,the exercise or election of
any remedies by 'Comi fission, and any'defense: arising by
reason of any or other defense of Participaritor by
reason of the cessation;.from any cause, whether consensual
• of by operation Of law,, of the liability Of Partidipanf to
Commission other than full discharge and performanceof"all
- of, Participant's obligations under, the OPA 'and the other
Project,Documents;. - .
•
. ttachirrent No. fd
5
(h) any defense of whatsoever,nature on,the part of Participant •
• which otherwise may have been_ 'asserted by Guarantor as a
defense hereunder; and
• (i) any defense arising because of..Gommissiori s eledtion,;in;any
proceeding;instituted,,under the federal Bankruptcy Code,.,of
the :application of Section 1111(b)(2) of the Federal..
Bankruptcy Code:of 1978, as amended; it being agreed by '
the:Guarantor that this Guaranty 1s an absolute guaranty of
payment and performance and not of collectibility, that the,
failure of.Commission to exercise any rights'or remedies
Commission has or may against;Participant shall in no
way'impair'the,obligation of Guarantor and that'the liability
of Guarantor hereunder is and shall be direct and
unconditional.
Without ,limiting the generality of the foregoing„or, any other
p , Guarantor hereby -expressly waives•any and 'all rights of
subrogatione reiim�'bursement,:indemnification and contribution and any other
rights benefits and defenses which might c'otherwise be.or become available to
Guarantor, under California Civil Code Section.1431, Sections 2787 to-2855,
inclusive,; Section,2899 and Sec€ion.3433, or any successor sections: or, any
amendments thereto, and all other suretyship defenses Guarantor would
otherwise have under the laws,of California:;
11. Sums Received by,Guarantor. If Guarantor receives payment of
any amount on, account of any subrogation, or right of indemnification,
contribution or reimbursement from Participant or, otherwise in respect of any
,,payment or performance by Guarantor of any obligations of Guarantor
hereunder at any time when all the Participant's obligations under the Project
Documents shall nothavebeen paid and performed in full,'or when any default
shall have occurred and be continuing, Guarantor shall .hold such amount in
trust for the the,benefit'off,Commission and Guarantor shall forthwith pay"the same
. to Commission to/15e credited and applied.:upon,Participant's obligations under
the Project, Documents, whether. matured or unmatured, in such order as
Commission„in°itssole discretion,!shall+deterrriine:
• 12.; Clims:Against Participant; Assignment Guarantor shall file in
any bankruptcy.or other proceeding in which the filingaof.claims is required by
law, all claims which Guarantor-may have against'Participant relating to any
indebtedness of Participant to Gliarantor.and will assign to Commission all .
rights of!Guarantor .thereunder. In all.such cases, whether in administration,
bankruptcy or otherwise, the person(s).authorized to pay such claim shall pay to
Commission the 'full amount thereof and, to the full extent,necessary for that
purpose, Guarantor hereby assigns to Commission all of Guarantor's rights to
any such payments or distributions'to which Guarantor would otherwise be
entitled.. - - ,11p
Attachnent,No. 10
6
•
•
• 13. Cumulative Rights. The amount of Guarantor's liability and all
• lights, powers,remedies and•privileges,of;Commission„hereunder and under
any other now -or any time hereafter in force between Commission
and Guarantor,including any other guarantee executed:byi.Guarantor'relating to
any obligations of Participant Commission, 'shall be cumulative and not
exclusive and such rights,powers,remedies and privileges shall'be in addition to
all rights, powers,;reinedies'andprivileges available'to Commission.
14. Miscellaneous.
(a) This :Guaranty shall be governed by and construed in
accord ance with.thte.laws of the State:61 California, exclusive
of its laws°regarding the conflict'of laws.
(b) Except;asprovided to the contrary herein, Guarantor waives
all presentments,:demands for 'performance, notices of
nonperformance, protests; notices of protest, notices of
dishonor and,notices of acceptance of this. Guaranty and of
the existence; creation dr°incurring'of all or any part of the •
•Obligat ons,now existingor hereafter arising.
(c) Time is of the,essence hereof. •
(d) Whenever possible,each-provision of'this Guaranty shall be
interpreted in such.manner as to.,be effective and valid under
all applicable laws and regulations. 'If, however, any
• provision of this Guaranty is determined'.;to be prohibited by
or invalid under any such law or regulation, it shall be
deemed modified to conform torthe minimum requirements
thereof, or, if for any-reason,it is;not de'emed.so Modified, it
shall be ineffective:and invalid only to the extent of such .
prohibition or.,invalidity without affecting :the remaining
provisions of.this Guaranty.
(e) Commission, upon 'serving Participant with any notice of
- default or any other:notice under the provisions of or with
respect to the OPA or any other^Project'Document, shall also •
serve a copy of stich notice upon Guarantor at the address*”
•
provided immediately:Tolloving/the signature of Guarantor
on this Guaranty In the eventParticipant is in default under
any Project Document, Guarantor' shall have the right to
remedy or cure.such default, or cause 'the same to be cured.
or remedied Within'-the period provided for Participant to
cure such 'default and icrtherwise as provided in the
• applicable Project Document, and Commission shall accept
such performance'by or at the instance of Guarantor as if the ,
sat eliad been_timely made by Participant.
Attachment'No. 10 •
7
•
:(f) .This Guaranty shall inure'to the benefit"iof Commission, its •
• successors%,and assigns, including, the assignees of the
Obligations or of any other obligations hereby guaranteed,
and shall bind the heirs,:executors, administrators personal.
representatives, successors and assigns .Ofr Guarantor..
. Commission;may assign this Guaranty with respect to all.or
any portion of the Obligations or such other obligations,and;
when so assigned Guarantor shall be liable under this
Guaranty to the assignee(s).'of the portion(S) of the
Obligations or other obligations so assigned without in.any
Manner affecting the liability of Guarantor hereunder to
Commission with.respect to any portion of the Obligations
or other obligations :retained,by Comrnissioh.. Guarantor
herebywaives notice of assignment or transfer: Guarantor
shall' have no tight JO assign or transfer its rights and
• obligations hereunder without the prier=Written approval,of
Commission. .
(g) No provision of this Guaranty or right of Commission
;hereunder can be waived nor can Guarantor be "released
from Guarantor's obligations hereunder except by a,writing'
duly executed by Commission. No failure, on the part of
Commission •to exercise, and no delay in exercising; any
• right, power;remedy or privilege hereurider-shall.:operate'as
a waiver thereof, nor:shall,any single or'partial exercise of
any,such right, power, remedy or privilege preclude any
other or further exercise•.thereof or the exercise of"any other
right; power/remedy or privilege.
(h) When the Context and'cconstruction so require, all "words
used,in the singular herein shall be deemed,to have been
used in the ,plural and the masculine shall include the . •
feminine and neuter and vice;versa. The word "person" as
used herein shall include any individual, company, firm,
association, ;partnership; corporation, limited liability
company„trust or other legal tentitybf.any kind whatsoever.-
In,coristruinP this,Gilaranty, the captions and headings of
this Guaranty are for convenience only and shall net be
considered arpart o£this',Guaranty
0) So long as any obligation hereby guaranteed retrains
unsatisfied, Giiarantonwill execute, acknowledge, deliver,.
tile and record at Guarantor's expense all such further.
agreements, ;instruments, certificates, documents, and
assurances, and perform •such acts, as. Commission may
request to effectuate the purposes of this Guaranty..
Attachment NN. 1Q
•
8
•
15.. Participant's AbilitvtoTerform. Prior to making this Guaranty; .
Guarantor has made an independent investigation of the financial condition,of
Participant and the ability of Participant to perform the obligations hereby
guaranteed. Guarantor has also received and:rev_iewed copies of the OPA and
the other Project Documents., Guarantor hereby waives any defense that
Guarantor may have by reason of the .failure of ,Commission to provide
Guarantor with any information respectingthefinancial condition of Participant
or Participant's ability to pay or perform any of the obligations hereby
guaranteed, and 'any duty on.the.part of Commission to obtain or disclose to
Guarantor any facts that Commission may now or hereafter know about
Participant, regardless, of whether,Commission has reason to believe that any
such facts,.materially increase the.risk beyond that.Which.Guarantor intends to
assume or has reason to believe:that such facts are unknown to Guarantor or has
a reasonable opportunity to communicate such facts to Guarantor. Guarantor
• understands and agrees that Guarantor is fully responsible for being,and keeping
informed of the financial condition of Participant and of all circumstances
bearing on the risk of nonperformance of any obligations hereby guaranteed.
Guarantor is not relying upon or expecting Commission' to furnish any •
information,now or hereafter in Comrriissions possession concerning any matter.
An assignment of Participant's interest under the OPA shall not .relieve the
Guarantor of its obligation :hereunder.
16. Termination oftGuaranty. This Guaranty shall terminate upon the
repayment in full of the Proinissory.Note - Eligible„Construction Cost Loan and
Promissory Note Tax Increment Loan, and the Commission shall confirm in
writing such termination upon request of the Guarantor.
IN WITNESS WHEREOF, the undersigned has executed this
Guaranty effectiveathe day and year first above written.
,.2001 • LOK PETALUMA MARINA DEVELOPMENT
COMPANY, LLC.,a California limited..liability
'company
By: LMDC, INC.,;a California corporation
• By:
Kirkman L. Lok
President
•
• By:
Dennis A. MacDonneil,
Secretary
"GUARANTOR"
LOK Hotel'.OPX-final.
Attachment No. 10
G
• r
•
40_
Attachment in
• Resolution Approving Amendment
To
Owner Participation Agreement
By and Between
The Petaluma Community Development Commission
And
The-LOK Petaluma Marina Hotel Company, LLC
•
•
•
RESOLUTION NO.
A RES,OLUTIQN.OF THE,PETALUMA COMMUNITY DEVELOPMENT COMMISSION
APPROVAL OE AMENDMENT TO THE.OWNER-PARTICIPATION AGREEMENEBY AND
BETWEEN THE PCDC ANDITHE LOK PETALUMA MARINA HOTEL COMPANY, LLC:
A: Whereas, the Petaluma Community,Development Commission of the City of Petaluma approved
an Owner Participation Agreemeribwith LOK Marina Hotel Company, LLC on
• December 11, 2000; and
•
B. Whereas,.Section 303 of the Agreement provides for.aischedule!ofperfoiuiance for the
completion°ofthe construction of:project improvements; and,
•
C. Whereas, Attachment No 4, Item 7, of the-Agreement identifies both an action and date for the
completion of the construction of project improvements; and
D. Whereas, Section 702 of the Agreement contains provisions'for the Extension of Times of
Performance; and
E. Whereas, in accordance with the, provisions offSection 702 ofthe=Agreement, the LOK
Petaluma-Marina Hotel Company, LLC, has.requested,a;six month extension.of time, for the
completion of the construction bfprojeet improvements.
E. Now, Therefore Be If Resolved, that the Petaluma Community Development Commission does
hereby, approvelthe request for extension by the LOK`Petahna-Marina Hotel Company, LLC,
as provided in the`revised Attachment No. 4, attached-hereto as Exhibit A.
•
•
Thereby certify that'the'foregoing Resolution No. was duly and adopted by the
Petaluma Community Development Commission,at,a.regular meeting held on March 5, 2001 by the following
vote:
•
Commissioner Aye No Absent
Thompson
Cade•-Thompson
Healy
Maguire
Moynihan
O'Brien
•rliatt
E'..Ctark Thompson, Chairman
ATTEST:
Beverly I Kline, Recording Secretary
•
•
•
•
• (02/0520.1 'NON 1,2:•13 FAX 6392104 NC DONOEGH-OAKLAND 41002'
•
ATTACHNENT „
SCIEDULE(OF PERFORMANCE
Action Date
•
1, Submission Evidence of Equity At least 10 days prior to disbursement of
,Capital and lvtortiage,Finanting. The Eligible Construction Cost Lan.
Participant shall submit- to the
Commission for review 'end ,ifitfroVal,
evidence of equity capital n4 a mortgage
financing commihnent, necessary' for
development of'the Site.,(Seetitin 312)
L Approval r.:-Evidence of'Equity Capital. Withal°days of submission.
and /vicirtgage Vinancing 112ie
Commission shall,approvmor disapprove
,
the-Participantinvidence of equity.cap ital
and a mortgage ,finzificirig„commihaient.
(Section 312)
3. Submission - Certificates of Insurance Priontoithe commencement of construction
The Participant shall ',furnish to the of,,tht.karticipant's improvements on the
Commission duplicate originals or Site,
0. appropriate certi.ficatea of bodily injury
and property damage insurancetpolides.
(Section 305)
4. Construction Loan Sarin* Instrnetionsi, Pnor to the first disbursement of the t
Participant' and the Commission shall Eligible Consfruction Cost Loan.
have.approved:and executeaconstruction
loan escroVilne-tnicticini. (Section502)
S. Governmental Permits. Ttiotparti4dpant Prior to commencement of construction •
shall'abtairi any and alTpennits required of Participant:a improvements on the
by the City oranyiother governmental Site.
agency. (Seeticiii 302)
6. Commencement. of Construction Of Not Later thottec' tober 31,2000.
Partici panv.s Improvements. The
Participant shall commence constructioti
of the irripleivanienti,-16.be conStrixted on
the..8i* (Se.cti9Pt. .d3);
• Completion of 'Construction of Within 4424 months after commencement
Participant's IMprovethents.., The !thereof byrthd.PartiCipant
Participant shallxorriplete:construction of.
the',improvements M be constructed on •
the'Site. (Sectidri:303)
AttichrrientN' O. 4
•