HomeMy WebLinkAboutNB 5 E.T. ASSESS DIST. 05-20-85AGENDA
FDATE:MAY 14, 1985
TO:
FROM:
SUBJECT:
WILLIAM HUSTON, CITY MANAGER
BOB LEDENDECKER, DIRECTOR OF PUBLIC WORKS/CITY ENGINEER
EAST TUSTIN ASSESSMENT DISTRICT - REIMBURSEMENT AGREEMENT
RECOMMENDATION:
That the Tustin City Council, at their meeting of May 20, 1985, authorize the
Mayor to execute the Agreement for Payment of Costs for Infrastructure
Improvements Proposed for Assessment District No. 85-1 on behalf of the city,
subject to final approval of the City Attorney's office.
BACKGROUND:
On May 6, 1985, the Tustin City Council accepted the petition filed by The Irvine
Company requesting the city to initiate proceedings to establish the East Tustln
Assessment District. This district includes various proposed infrastructure
improvements as outlined in Exhibit "B" of the subject agreement. The Assessment
District is generally bounded by Irvine Blvd. on the north, Santa Ana Freeway on
the south, Myford Rd on the east and Browning Ave. on the west and is delineated
in Exhibit "A" of the subject agreement.
DISCUSSION:
It has been determined that certain portions of the infrastructure improvements
within the Assessment District will need to be commenced and/or completed prior to
the confirmation of the assessments and issuance of the bonds to represent said
assessments. These improvements include the following:
Full width improvements including utilities along Laguna Rd. between
Browning Ave. and Myford Rd. excluding that portion which will be publicly
funded.
Full width improvements including utilities along Jamboree Rd. between
Bryan Ave. and the Santa Ana Freeway.
Bryan Ave. structure for E1Modena-Irvine Channel crossing,
The attached draft agreement provides a mechanism for The Irvine Company to
obligate itself to pay such portions of cost of all work performed on these
accelerated infrastructure improvements which are not payable from other sources
of funding, subject to reimbursement when the city sells the assessment bonds.
This draft agreement is currently undergoing some minor revisions by the City
Attorney's office.
MAY 14, 1985
PAGE 2
The early implementation of contracting for these improvements prior to
finalization of the district would normally impact the city's cash flow status,
however, this agreement will eliminate that impact and allow the city to bill The
Irvlne Company on a routine basis for all work performed.
Bob Ledendecker
Director of Public Works/City Engineer
BL:jr
Attachments
~-REEMENT FOR
PAYMENT OF COSTS FOR
INFRASTRUCTURE IMPROVEMENTS
EAST TUSTIN ASSESSMENT DISTRICT 85-1
WHEREAS, The Irvine Company ("Company") has petitioned the
City Council of the City of Tustin ("City") to undertake proceed-
ings pursuant to the Municipal Improvement Act of 1913 to form an
assessment district, encompassing that area described in Exhibit
"A" hereto ("East Tustin Assessment District 85-1"), for con-
struction of certain improvements described in Exhibit "B" hereto
(the "Improvements"), and to issue bonds pursuant to the Improve-
ment Bond Act of 1915 to represent the assessments; and
WHEREAS, the City Council of the City, at a regular meeting
held on May 6, 1985, accepted the petition and directed staff and
the City Attorney to undertake steps to initiate assessment
proceedings; and
WHEREAS, the City will be incurring costs for the formation
of Assessment District, and for designing, engineering and con-
struction of certain of the Improvements, prior to the confirma-
tion of the assessments, and the issuance of bonds to represent
the assessments; and
WHEREAS, the City has determined that the work on certain of
the Improvements, specifically the full-width improvement of
Laguna Road between Browning Avenue and Myford Road, including
traffic signal improvements and drainage facilities, the full-
width improvement of Jamboree Road between the I-5 Freeway and
Bryan Avenue, including traffic signal improvements and drainage
facilities and utilities, and the improvement of the Bryan Avenue
crossing of the E1 Modena Channel (collectively the "Phase One
Improvements"), should begin prior to completion of the proceed-
ings for formation of East Tustin Assessment District 85-1 and
the issuance of bonds; and
WHEREAS, the City may be awarding the contracts and ordering
the work for portions of the Phase One Improvements prior to the
confirmation of the assessments and issuance of the bonds to
represent the assessments; and
WHEREAS, in order to enable the City to do this, the Company
is willing to enter into an agreement to obligate itself to pay
such portions of the cost of work performed under such contracts
which are not payable from other sources of funds of the City,
subject to reimbursement when the City sells its assessment
bonds.
NOW, TBEREFORE, in consideration of the City's initiation of
assessment proceedings and its agreement to let and administer
the contracts for design, engineering and construction of the
Improvements, and of the mutual covenants herein made, the Com-
pany and City hereby agree as follows:
1. The Company hereby agrees that, if the City incurs
costs and awards contracts ("Contracts") for the design,
engineering and construction of the Phase One Improvements prior
to the formation of East Tustin Assessment District 85-1 and the
issuance of bonds therefor, the Company shall pay to the City the
cost of the work for the Phase One Improvements as incurred in
the manner hereinafter described.
Upon receipt by City of a bill or invoice from its
consultant or contractor, City will send a copy of such bill or
invoice to Company. City will also send to Company a bill for
City's administrative costs. Within fifteen (15) days after
receipt by Company of such bill or bills, Company will pay to
City an amount equal to said bill or bills.
2. The Company agrees that the Contracts may be extended
in time or modified, in whole or in part, upon prior written
notice to the Company providing a reasonable period within which
the Company may approve or disapprove such extension or modifica-
tion. The Company will remain bound under this Agreement
notwithstanding any extension of time or modification or failure
of the City to give such notice, provided, however, that the
scope and costs of the Phase One Improvements shall not be mater-
ially expanded by such extension or modification beyond the
description of the Phase One Improvements and estimated costs
therefor included in Exhibits "B" and "C" respectively attached
hereto unless approved in writing beforehand by the Company.
3. The Company waives presentation to, demand of payment
from and protest to the City of obligations under the Contracts,
and also waives notice of protest for nonpayment. The obliga-
tions of the Company hereunder shall not be affected by (i) the
failure of the contractor to assert any claim or demand or to
enforce any right or remedy against the City under the provisions
of the Contracts; (ii) the release of any security held by the
City for the obligations due to it; and (iii) the failure of the
City to exercise any right or remedy against the contractor.
4. The Company agrees that this Agreement constitutes a
guarantee of payment of normal progress payments upon presenta-
tion of a request for such payments by the City, and for payment
in full upon completion of the Contract(s) and final cost
accounting demand therfor by the City, notwithstanding the City's
failure to resort to any other security held by it.
5. To the extent permitted by law, the Company may submit
its bid to perform construction work on the Phase One Improve-
ments. City will consider each proposal Company may make to
perform said construction on Phase One Improvements.
6. It is understood that the costs identified in Exhibit
"C" attached hereto are the best available estimated costs for
the Improvements. The Company and City agree that, notwithstand-
ing the estimated costs identified in Exhibit "C", the actual
payments by the Company for such work and improvements shall be
based upon actual project costs for the Phase One Improvements,
provided, however, that the Company's total payments hereunder
shall not exceed $ without express prior written author-
ization from the Company. Upon completion of the Contracts, the
City will provide to the Company an accounting of all sums
expended in the Contracts, and promptly reimburse to the Company
any overpayment made by the Company hereunder.
7. The obligation of the Company hereunder shall not,
except by mutual consent of the parties, be subject to any reduc-
tion, limitation, impairment or termination for any reason, in-
cluding, without limitation, any claim or waiver, release,
surrender, alteration or compromise, provided the City performs
its obligations to let and administer the Contracts as provided
in this Agreement.
8. The obligation of the Company hereunder shall also not
be affected by the failure of the City to confirm the assessments
and to form East Tustin Assessment District 85-1 or to issue and
sell bonds to represent such assessments. It is acknowledged by
the Company that the City retains full discretion regarding
whether or not to confirm the assessments and to issue and sell
bonds, notwithstanding the obligation of the Company hereunder.
Nonetheless, City agrees in the exercise of such discretion to
consider in good faith the intent of the Company in entering into
this Agreement and the Company's reliance upon the City's current
intention and actions to confirm the assessments and to form the
East Tustin Assessment District 85-1 and to issue and sell bonds
to represent such assessments, or to similarly provide for the
public financing of the Improvements. Notwithstanding anything
herein to the contrary, the Company retains whatever rights it
may have pursuant to law to terminate the assessment proceedings
at any time prior to the confirmation of the assessments by the
City Council.
9. Upon sale of the bonds or bond anticipation notes and
receipt by City of the sale proceeds, City will forthwith reim-
burse the Company for (i) all amounts advanced by the Company to
City pursuant to this Agreement, and (ii) for the costs incurred
by the Company with respect to the Improvements financed with
the proceeds of the sale of the bonds to the extent such costs
may legally be reimbursed from bond proceeds, including assess-
ment and Improvements engineering costs .and any plan check fees
paid by Company for plans for the Improvements. Upon sale of the
bonds or bond anticipation notes and receipt by City of the sale
proceeds, the Company will have no further responsibility to
advance funds under this Agreement, and all provisions of this
Agreement concerning payments by the Company shall be of no
further effect. Company expressly acknowledges that reimburse-
ment to it of the costs payable hereunder will occur only in the
event that assessments or special taxes are ultimately confirmed
or levied, and bonds or bond anticipation notes are issued and/or
sold, to provide for the public financing of the Improvements.
10. The Company agrees to dedicate, at no cost to City,
easements for all rights-of-way required for the Phase One Im-
provements described in Exhibit "B". Prior to the commencement
of construction of the Phase One Improvements, City agrees to
accept such dedicated rights-of-way, or to take such actions as
may be legally required of it to bind itself to accept such
dedication. Upon acceptance of such dedications, City shall
assume full responsibility for the maintenance of such rights-of-
way and of all improvements thereto, and the Company will be
relieved of all liability therefor.
11. City agrees that, in consideration for Company's agree-
ment to the above paragraphs, it shall not condition the approval
of any subdivision maps or the issuance of any grading, building
or occupancy permits in the area included in proposed East Tustin
Assessment District 85-1 upon any condition related to any im-
provements described in Exhibit "B", and any such condition
previously imposed respecting such land related to any improve-
ments described in Exhibit "B" shall be and is satisfied hereby,
the City having found that the agreement of Company hereunder
constitutes the fair share of contribution for such land to, and
adequately provides for the funding of, all street drainage
improvements as described herein. This paragraph shall not be
construed to prevent the City from imposing additional conditions
on the approval of any subdivision maps or the issuance of any
grading, building or occupancy permits in the area included in
proposed East Tustin Assessment District 85-1 unrelated to the
Improvements described in Exhibit "B".
12. The Company shall have the right to terminate this
Agreement prior to award of any of the Contracts for construction
of the Phase One Improvements, and to terminate this Agreement as
to the award of any future Contracts, if City either (a) denies
or is found to have improperly approved Company's application for
approval of Parcel Map No. 84-1032 or (b) rejects formation of
the proposed East Tustin Assessment District 85-1. In the event
of such termination, Company shall pay to City all costs incurred
pursuant to Section 1 hereof up to and including the date of
termination.
13. City and Company agree to cooperate with each other
with respect to the design for the Phase One Improvements, con-
struction standards, all schedules for completion of the Phase
One Improvements, and with respect to the content and specifica-
tion of the Contract(s).
14. It is expressly agreed that there are no third party
beneficiaries of this Agreement, including without limitation any
of City's contractors, any of City's agents and employees, and
any public entities or agencies providing funds for completion of
the Phase One Improvements. The obligations of the Company
hereunder are obligations running only to City and may only be
enforced by City, and then only in its own right and not in any
fiduciary capacity to any third party.
15. This Agreement shall not preclude the City from issuing
Bond Anticipation Notes and other means of interim funding to
reduce advances by Company prior to the sale of bonds. City and
Company agree to cooperate in exploring such options.
16. Notices. Ail notices under this Agreement shall be
deemed given only when actually received by the party being given
notice, and shall be given in writing by personal delivery or
United States certified mail addressed to the following represen-
tatives of the parties at the address indicated below:
If to City:
If to Company:
City of Tustin
300 Centennial Way
Tustin, California 92680
Attn: City Manager
The Irvine Company
550 Newport Center Drive
Newport Beach, Caifornia
Attn: Keith Greer
92660
Either party may change its address by giving notice in
writing to the other party.
DATED: , 1985.
CITY OF TUSTIN,
a municipal corporation
THE IRVINE COMPANY,
a Michigan corporation
BY: BY:
Mayor of the City of Tustin
ATTEST:
Its
BY:
Its
City Clerk, City of Tustin
APPROVED AS TO FORM:
City Attorney, City of Tustin
JGR: se :R: 5/15/85(21)
COUNTY F ORANGE
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EXHIBIT A
EXHIBIT "B"
IMPROVEMENTS
EAST TUSTIN ASSESSMENT DISTRICT 85-1
A. The construction of certain grading, paving, base, curbs and
gutters, parkway, drainage, intersection work, street lights,
signing, striping, landscaping, and utilities, together with
appurtenances and appurtenant work for the following roadways:
Irvine Boulevard - the improvement of Irvine Boulevard to
its ultimate section along the southside, easterly of
Browning Avenue to Myford Road, including the construction
of drainage facilities and utilities.
Bryan Avenue - the widening of Bryan Avenue to its ultimate
street section between Browning Avenue and Myford Road
including drainage facilities and utilities.
Laguna Road - the full-width improvement of Laguna Road
between Browning Avenue and Myford Road including drainage
facilities, a portion of which will be publicly funded
including drainage and utilities.
Browning Avenue - the widening of Browning Avenue along
its east side between the Santa Ana Freeway and southerly
of Irvine Boulevard including drainage facilities and
utilities.
Jamboree Road - the full-width improvement of Jamboree Road
between the Santa Ana Freeway and Irvine Boulevard including
drainage facilities and utilities.
Myford Road - the widening of Myford Road along the west
side to ultimate width section between Santa Ana Freeway
and Irvine Boulevard, including the realignment of Myford
Road between Bryan Avenue and Irvine Boulevard including
drainage facilities and utilities.
B. The construction of traffic signal improvements at the
following intersections:
o Laguna Road at Browning Avenue
o Laguna Road at Jamboree Road
o Laguna Road at Myford Road
o Browning Avenue at Bryan Avenue
o Bryan Avenue at Myford Road
o Myford Road at Ir vine Boulevard
o Jamboree Road at Irvine Boulevard
o Jamboree Road at Bryan Avenue
o Jamboree Road at Auto Center Entry
C. Jamboree Road interchange at Santa Ana Freeway - fair share
participation in the full improvement of the Jamboree Road inter-
change at the Santa Aha Freeway including the bridge overcrossing
of the Santa Ana Freeway and traffic signals.
D. Flood Control Facilities - the improvement of the following
master planned drainage facilities:
E1 Modena Channel between Browning Avenue and the Santa Ana
Freeway.
o F07S04 Channel
o F07S02 Channel
EXHIBIT "C"
ESTIMATED COST OF IMPROVEMENTS
JAMBOREE - LAGUNA TO BRYAN
LAGUNA - BROWNING TO EASTERLY AND CENTER BOUNDARY
ENGINEERING 50 , 000
SOILS 3,000
UTILITY MGR. 5,000
FEES 13 9,000
GRADING 49,500
PAVING 1,589,700
SIGNALS 280 , 000
SEWER 116,400
DRAINAGE 156,500
DOMESTIC WATER 105,900
RECLAIMED WATER 52,800
UTILITIES &
STREET LIGHTS 150,000
STREETSCAPE 180,000
REL OCAT ION S 10,000
EROSION CONTROL 5,000
197,000
2,883,800
CONTINGENCIES
288,000
SAY
3 , 171,800