HomeMy WebLinkAboutRDA 03 AMEND DDA W/PROSP VLG 12-04-06
AGENDA REPORT
Agenda Item RDA3
Reviewed:
City Manager
Finance Director N/A
MEETING DATE: DECEMBER 4,2006
TO: WILLIAM A. HUSTON, EXECUTIVE DIRECTOR
FROM: CHRISTINE A. SHINGLETON, ASSISTANT CITY MANAGER
SUBJECT: AMENDMENT TO DISPOSITION AND DEVELOPMENT AREEMENT
WITH PROSPECT VILLAGE L.P.
SUMMARY
Minor modifications to the Disposition and Development Agreement (DDA) proposed to
ensure timely expenditure of Federal Community Development Block Grant (CDBG)
funds.
RECOMMENDATION
That the City Council approves and authorizes the City Manager's execution of the First
Amendment to the DDA with Prospect Village L.P., subject to any non-substantive
modifications as may be determined necessary by the City Attorney.
FISCAL IMPACT
No additional fiscal impacts are anticipated beyond those identified on the original DDA.
BACKGROUND
The Redevelopment Agency entered into a DDA with Prospect Village L.P. on June 21,
2004 (the "original DDA"). The original ODA identified a level of Agency financial
assistance in the amount of $880,000 for construction of certain public alley
improvements (Prospect Lane) and construction of half-width improvements on
Prospect Avenue between Main Street and Third Street. The sole available funding
source for said financial assistance was Federal Community Block Grant Funds
(CDBG). The original DDA tracked completion of these improvements to the issuance
and progress of other project improvements commenced under building permits issued
by the Community Development Department. With building permit extensions granted to
the developer for the construction of other project improvements, the City is now at risk
of losing CDBG funds for the anticipated public improvements if they are not spent
City Council Report
First Amendment DDA-Prospect Village
December 4, 2006
Page 2
before the end of April 2007. Appropriately, the applicant has agreed to minor
modifications to original DDA as necessary to ensure more timely expenditure of the
CDBG funds by the developer.
The City Council previously approved Resolution No. 04-45 certifying the Prospect
Village Project Final Environmental Impact Report ("FEIR") pursuant to the California
Environmental Quality Act, and adopting Findings of Fact, a Statement of Overriding
Consideration and a Monitoring Program for the Project. While the proposed First
Amendment to the DDA, does not affect the original FEIR analysis, the Community
Development Department has determined that the proposed action is not subject to the
California Environmental Quality Act (CEQA) pursuant to Title 14, California Code of
Regulations, Section 15060(c)(2) since the activity will not result in a direct or
foreseeable indirect physical change in the environment and Sections 15060(c)(3) since
the activity is not a project as defined by Section 15378 because it has no potential for
resulting in a physical change to the environment, directly or indirectly.
This amendment continues to be consistent with the original DDA and are clarifications
related to implementation. The First Amendment to the DDA is attached for Agency
approval.
Christine A. Shlngleton
Assistant City Manager
Attachment: First Amendment to DDA
S:\RDA\CC report\Dec. 4, 2006, First Amendment to DDA Prospect Village.doc
FIRST AMENDMENT TO
DISPOSITION AND DEVELOPMENT AGREEMENT
This FIRST AMENDMENT TO DISPOSITION AND DEVELOPMENT
AGREEMENT (this "Amendment") is entered into as of December 4, 2006 (the "Effective
Date") by and between the TUSTIN COMMUNITY REDVELOPMENT AGENCY (as more
fully defined in Section 1.4.1 of the Original DDA (as defined below), ("AGENCY") and
PROSPECT VILLAGE L.P., a California limited partnership (as defined in Section 1.4.2 of the
Original DDA, ("Developer"). The City and the Developer are sometimes referred to herein
individually as a "Party" and collectively as the "Parties."
RECITALS
A. City and the Developer entered into that certain Tustin Legacy Disposition and
Development Agreement (Retail Development) dated as of June 21,2004 (the "Original
DDA") pursuant to which, among other things, the City agreed to sell and the Developer agreed
to purchase a Developer Parcel. Subject to Entitlements, Developer also agreed to develop and
construct a Project and the Parties agreed to a scope of development for the Project. Initially
capitalized terms not defined herein shall have the respective meanings assigned to such terms in
the Original DDA.
B. The federal Department of Housing and Community Development have recently
informed the Agency that certain funds to be provided for Agency Assistance in construction of
certain Public Improvements related to the Project would not be available ifnot fully drawn
down and expended by a specified date. Modification of the DDA will require the Developer to
fully expend such Agency Assistance funds by April 6, 2007, simplify the Payment Request
process for Developer receiving disbursements of Agency Assistance and also expand the
definition of Public Improvement Costs.
C. City and the Developer each desire to amend the Original DDA as set forth
below. The Original DDA as amended by this Amendment is referred to herein as the
"Agree men t."
AGREEMENT
NOW, THEREFORE, in consideration of the foregoing Recitals, which are hereby
incorporated in the operative provisions of this Amendment by this reference and other good and
valuable consideration the receipt and sufficiency of which is hereby acknowledged, the Parties
further agree as follows:
1. Modification to Agency Assistance
Section 4.3 of the Original DDA is hereby deleted it its entirety and replaced with
the following:
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"4.3 A2:encv Assistance. Agency Assistance shall be provided to Developer in
the maximum amount of eight hundred eighty thousand dollars ($880,000) to fund or assist in the
construction of Public Improvements which shall be considered a "public work" pursuant to
California Labor Code Section 1720 (c ) (2), provided that the maximum authorized amount of
disbursement to Developer shall be up to the amount that Developer can fully expend, request
payment for and receive Agency and City Engineer approval for disbursements prior to April 6,
2007. Failure of Developer to fully expend, submit Payment Requests for and receive Agency
and City Engineer approval for disbursements up to the maximum amount of assistance
authorized for publicly bid Public Improvement Costs shall not relieve developer of the
obligation to complete all Public Improvement required pursuant to the DDA, and more
specifically, the Scope of Development (Attachment 7). Disbursements of the Public
Improvement Funding shall be made in accordance with Attachment 8, "Method of
Financing". "
2. Modification to Attachment 8 Method of Financing
2.1 Section 1.2.6 of the Original DDA is hereby deleted in its entirety and
replaced with the following:
"1.2.6 "Public Improvement Cost" shall be defined to include actual,
reasonable and necessary costs incurred in connection with the construction of Public
Improvements located outside the Developer Parcel within the public right-of-way, as delineated
on the Project Plans (Exhibit A of Attachment 7 entitled "Scope of Development"), including the
Alley Dedication Area (Prospect Lane) improvements, the half-width improvements to Prospect
Avenue and the enriched paving for sidewalks around the Project, as more specifically described
in Section 3.2 and 3.3 below, and which have been included and approved by the City Engineer
for inclusion in a public bid process. Actual costs means with respect to certain Public
Improvements: (a) the construction costs of such improvements; (b) Developer's actual,
reasonable cost of professional services directly related to construction of said improvements,
including engineering and similar services related to the design and preparation of plans; (c)
Developer's actual, reasonable cost of construction management services, which costs in total
shall not exceed 3% of the engineer's estimated construction costs for any publicly bid Public
Improvements; (d) Developer's actual, reasonable cost of contract services, including (i)
construction services fees in an amount equal to the sum of costs of the amount of fees actually
paid by Developer to governmental agencies in order to obtain services, licenses or other
necessary governmental approvals and review for such improvements; (ii) inspection,
construction staking and materials testing and iii) payment bonds, performance bonds or
maintenance bonds and insurance for Public Improvements publicly bid; all as specified in a
Payment Request that has been reviewed and approved by the Agency and City Engineer
pursuant to Section 4.1 of this Attachment 8; provided, however, that no item of cost relating to
said improvements shall be included in more than one category of cost specified herein and each
item of cost shall include only amounts actually paid by Developer to third parties and shall not
include overhead or other internal expenses of Developer "
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2.2 Article 3 entitled "Agency Assistance" of Attachment 8 of the Original
DDA is hereby deleted in its entirety and replaced with the following:
"3.1 Amount of Assistance. Subject to the satisfaction of conditions precedent
as described in Section 7.3 of the DDA, the Agency shall provide up to a maximum amount of
Eight Hundred Eighty Thousand Dollars ($880,000) to assist Developer in construction of
certain Public Improvements publicly bid and funded from federal Community Development
Grant Funds obtained in federal fiscal years 2003-04 and 2004-05, provided that the Developer
can fully expend specific Public Improvements assistance funds identified in Section 3.2 and 3.3
below, as evidenced by Payment Requests approved by the Agency and City prior to April 6,
2007. Failure of Developer to fully expend and submit Payment Requests up to the maximum
amount of assistance authorized by this Section for publicly bid Public Improvement Costs shall
not relieve developer of the obligation to complete all Public Improvement required pursuant to
the DDA, and more specifically the Scope of Development (Attachment 7). The amount of any
assistance to be provided to Developer shall be disbursed in accordance with the following:
3.2 Public Allev Improvements and Other Improvements. Agency shall
disburse up to Three Hundred Thousand Dollars ($330,000) based on construction draws
approved by the Agency and City Engineer for Public Improvement Costs incurred in
conjunction with the construction of the public alley improvements ("Prospect Lane") between
Main and Third Street and the other improvements within the public right-of-way around the site
that Developer publicly bids (as more specifically described in the Scope of Development
(Attachment No.7). Payment requests will come from the Developer and be in the form
described in Section 4 below.
3.3 Prospect Avenue Improvements. Agency shall disburse up to Five
Hundred Fifty Thousand Dollars (($550,000) based on construction draws approved by the
Agency and City Engineer for Public Improvement Costs incurred in the construction of the
Prospect Avenue half-width improvements between Main Street and Third Street that the
Developer publicly bids (as more particularly described in the Scope of Development
(Attachment 7). Payment request will come from Developer and be in the form described in
Section 4 below."
2.3 Section 4.2 entitled "A2:encv Retention" of Attachment 8 of the Original
DDA is deleted in its entirety.
2.4 Section 4.4 entitled "Retention Disbursement" of Attachment 8 of the
Original DDA is deleted in its entirety.
3. Miscellaneous
3.1 Agreement Ratified. Except as specifically amended or modified
herein, each and every term, covenant and condition of the Original DDA as amended is hereby
ratified and shall remain in full force and effect. Each and every reference to the "Agreement" in
the Original DDA shall be deemed to refer to the Original DDA as amended by this Amendment.
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3.2 Binding Agreement. This Amendment shall be binding upon and inure
to the benefit of the parties hereto, their legal representatives, successors and permitted assigns.
3.3 Governing Law. This instrument shall be interpreted and construed in
accordance with the laws of the State of California.
IN WITNESS WHEREOF, Agency and the Developer have executed this Amendment as of the
date first set forth above.
AGENCY:
Tustin Community Redevelopment Agency
By:
William Huston, Executive Director
Dated:
APPROVED AS TO FORM
WOODRUFF SPRADLIN & SMART
By:
Doug Holland, Agency Counsel
DEVELOPER:
Prospect Village, L.P., a California Limited
Partnership
Pelican- Tustin, LLC, a California Limited
Liability Company, General and
Managing Partner
Dated:
By:
John Tillotson, Jr., Member
By:
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Daniel Howse, Member
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