HomeMy WebLinkAboutCDC/1999-33
This item contains 3
Reso~utions - CDC 1999-33.
1999-230 and J-48 '
1
2
RESOLUTION NO. CDC 1999-33
RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION
OF THE CITY OF SAN BERNARDINO APPROVING THE LEASE
OF 201 NORTH E STREET TO THE JOINT POWERS AUTHORITY
IN CONNECTION WITH THE SALE AND DELIVERY OF 1999
CERTIFICATES OF PARTICIPATION(POLICE STATION, SOUTH
VALLE AND 201 NORTH E STREET PROJECTS)
3
4
5
6
WHEREAS, the Redevelopment Agency of the City of
7 San Bernardino (the "Agency") is a public body corporate and
8 politic duly created and existing pursuant to the laws of the IState
9 of California; and
10
11
WHEREAS, the City of San Bernardino (the "City")
is a
12 municipal corporation and charter city duly created and existing
13 pursuant to the laws of the State of California; and
14
15
WHEREAS, the San Bernardino Joint Powers Financing
16 Authority (the "Authority") is a joint powers authority created to
17 assist the City and Agency with the financing and refinancing of
18 certain projects; and
19
20 WHEREAS, on June 21, 1999, the City, Agency and Authority
21 approved certain actions in connection with the sale and delivery
22 of the not to exceed $12,000,000 Certificates of Participation
23 ( 1 9 9 9
Station
South
Valle
Projects)
(the
Police
and
24 "Certificates"); and
25
26
subsequent to said approval,
the Agency
WHEREAS,
27 determined to lease a building located at 201 North E Street,
28 San Bernardino, California, currently owned by the Agency ("201
1
COC 1999-33
1 North E Street") to the Authority and the Authority has determined
2 to lease 201 North E Street to the City in return for the City
3 making payments thereon to the Authority which payments shall be
4 applied to pay the Certificate holders; and
5
6 WHEREAS, the Agency desires to increase the amount of the
7 Certificates to not to exceed $18,000,000 in order to include 201
8 North E Street in the financing; and
9
10 WHEREAS, the Agency shall lease 201 North E Street to the
11 Authority pursuant to a Site and Facility Lease (the "Site and
12 Facility Lease") and the Authority shall lease said building to the
13 City pursuant to a Lease Agreement (the "Lease Agreement"); and
14
15 WHEREAS, on June 21, 1999, the Agency approved execution
16 of a reimbursement agreement (the "Reimbursement Agreement")
17 evidencing its obligation to repay the City for the use of the
18 proceeds of the Certificates in connection with the South Valle
19 Project and desires to include in said Reimbursement Agreement, its
20 obligation to repay the City for the use of proceeds of the
21 Certificates in connection with 201 North E Street; and
22
23 WHEREAS, the Agency deems it advisable to approve the
24 transactions contemplated hereby in the best interests of the
25 Agency.
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27
28
2
CDC 1999-33
1
2 NOW, THEREFORE, THE COMMUNITY DEVELOPMENT COMMISSION
3 ACTING ON BEHALF OF THE REDEVELOPMENT AGENCY OF THE CITY OF
4 SAN BERNARDINO DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
5
6 Section 1. Approval of Final Forms of Site and
7 Facility Lease and Lease Agreement. The Agency hereby approves the
8 forms of Site and Facility Lease and Lease Agreement presently on
9 file with the Agency Secretary together with any changes therein or
10 additions thereto as may be approved by Agency Counselor Special
11 Counsel. The Agency hereby further authorizes and directs that the
12 forms of Site and Facility Lease and Lease Agreement presently on
13 file with the Agency Secretary be converted into the final forms
14 thereof, together with such changes or modifications as deemed
15 necessary or desirable by the Agency Counselor Special Counsel.
16 The Chairperson or such other authorized officer of the Agency is
17 hereby authorized and directed to execute and deliver, and the
18 Agency Secretary is hereby authorized and directed to attest to,
19 the final form of Site and Facility Lease when the same has been
20 prepared and such execution and deli very shall be deemed to be
21 conclusive evidence of the approval thereof. The Agency hereby
22 authorizes the delivery and performance of the Site and Facility
23 Lease.
24
25 Section 2. Approval of Final Form of Reimbursement
26 Agreement. The Agency hereby approves the form of Reimbursement
27 Agreement presently on file with the Agency Secretary together with
28 any changes therein or additions thereto as may be approved by
3
CDC 1999-33
1 Agency Counselor Special Counsel. The Agency hereby further
2 authorizes and directs that the form of Reimbursement Agreement
3 presently on file with the Agency Secretary be converted into the
4 final form thereof, together with such changes or modifications as
5 deemed necessary or desirable by the Agency Counselor Special
6 Counsel. The Chairperson or such other authorized officer of the
7 Agency is hereby authorized and directed to execute and deliver,
8 and the Agency Secretary is hereby authorized and directed to
9 attest to, the final form of Reimbursement Agreement when the same
10 has been prepared and such execution and delivery shall be deemed
11 to be conclusive evidence of the approval thereof. The Agency
12 hereby authorizes the delivery and performance of the Reimbursement
13 Agreement.
14
15 Section 3. Official Action. The Chairperson,
16 Executive Director, Secretary, Counsel and any and all other
17 officers of the Agency are hereby authorized and directed, for and
18 in the name and on behalf of the Agency, to do any and all things
19 and take any and all actions, including execution and delivery of
20 any and all assignments, certificates, requisitions, agreements,
21 notices, consents, instruments of conveyance, warrants and other
22 documents, which they, or any of them, may deem necessary or
23 advisable in order to consummate the transaction contemplated
24 herein. Whenever in this Resolution any officer of the Agency is
25 authorized to execute or countersign any document or take any
26 action, such execution, countersigning or action may be taken on
27 behalf of such officer by any person designated by such officer to
28 act on his or her behalf in the case such officer shall be absent
4
CDC 1999-33
1 or unavailable. The Agency hereby appoints its Chairperson and
2 Executive Director as agents of the Agency for purposes of
3 executing any and all documents and instruments which any officer
is authorized to execute hereunder.
4 of the Agency
5 III
6 III
7 III
8 III
9
10
11
12
13
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15
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19
20
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5
CDC 1999-33
1 RESOLUTION OF THE COMMUNITY DEVELOPMENT COMMISSION OF THE CITY OF
SAN BERNARDINO APPROVING THE LEASE OF 201 NORTH E STREET TO THE
2 JOINT POWERS AUTHORITY IN CONNECTION WITH THE SALE AND DELIVERY OF
1999 CERTIFICATES OF PARTICIPATION(POLICE STATION, SOUTH VALLE AND
3 201 NORTH E STREET PROJECTS)
4
5
6
Section 4.
Effective
The
findings
and
Date.
determinations herein shall be final and conclusive.
This
Resolution shall take effect upon the date of its adoption.
7
8
9
10
11
I HEREBY CERTIFY that the foregoing Resolution was duly
adopted by the Community Development Commission of the City of
San Bernardino at a joint requ1ar
meeting thereof, held on
the 7th
day of September, 1999, by the following vote, to wit:
Commission Members:
AYES
NAYS
ABSTAIN
ABSENT
12
ESTRADA
13 LIEN
McGINNIS
14 SCHNETZ
(VACANT) - 5th Ward
15 ANDERSON
MILLER
x
x
x
X
X
X
16
17
18
~h.~
The foregoing
da y 0 f Septeml5er
Commission
resolution
, 1999.
approved
this
is
ereby
25
content:
26
27 SBEO\0180\DOC\Oll.WPD
28
6
SABO & GREEN, LLP
A LIMITED LIABILITY PARTNERSHIP
ATTORNEYS AT LAW
SUITE 1015
23801 CALABASAS ROAD
CALABASAS, CALIFORNIA 91302
Internet: www.sabogreen.com
Direct e-mail address:
acrump@sabogreen.com
(818) 704-0195
Fax Number (818) 704-4729
ENCLOSURE MEMO
Date:
February 24, 2000
To:
Melanie Miller
City Clerk's Office
City of San Bernardino
300 North "D" Street
San Bernardino, CA 92418
From:
Alexis G. Crump
Re:
$15,480,000 Refunding Certificates of Participation (1999 Police Station and
South Valle and 201 North "En Street Projects); (Our File No. SBEO 180)
Per your request, enclosed are the Police Station, South Valle and 201 North
"En Street documents which were recorded in connection with the bond financing. Please
call me if you need anything further.
SBEO/0001/MISC/998
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REJcordlng Requested By
CHICAGd TITLE COMPANY
RECORDING REQUESTED BY:
REDEVELOPMENT AGENCY OF
AND WHEN RECORDED RETURN TO:
. SABO & GREEN,
a Professional Corporation
Suite 1015
23801 Calabasas Road
Calabasas, California 91302
:eco~ded in Official Records County of
an ernardino. Larry Walker: Recorder
Doc No. 19990408312
08:00am 09/29/99
Chicago ritle A # ~'1
5
NON ST LN SVY CIHO TRANS TAX
6Q1.
OA CHRG
EXAM
THIS TRANSACTION IS EXEMPT FROM CALIFORNIA DOCUMENTARY TRANSFER TAX PURSUANT TO
SECTION 11929 OF THE CALIFORNIA REVENUE AND TAXATION CODE. THIS DOCUMENT IS EXEMPT
FROM RECORDING FEES PURSUANT TO SECTION 27383 OF THE CALIFORNIA GOVERNMENT CODE.
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(Space Above for Recorder's Use)
POLICE STATION SITE AND FACILITY LEASE
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POLICE STATION SITE AND FACILITY LEASE
Dated as of September 1, 1999
by and between the
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, as Lessor
and the
SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY, as Lessee
$15,480,000
Refunding Certificates of Participation
(1999 Police Station and South Valle and 201
North E Street Projects)
Evidencing the Direct, Undivided Fractional Interest of the Owner
Thereof in Lease Payments to be Made by the
CITY OF SAN BERNARDINO, CALIFORNIA
As the Rental for Certain Projects Pursuant
to Lease Agreements With the
San Bernardino Joint Powers Financing Authority
SBE001BO\CCC\002
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POLICE STATION SITE AND FACILITY LEASE
This POLICE STATION SITE AND FACILITY LEASE (this "Site
and Facility Lease"), dated as of September 1, 1999, is by and
between the REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, a
public body corporate and politic duly organized and existing under
and by virtue of the laws of the State of California (the
"Agency"), as lessor, and the SAN BERNARDINO JOINT POWERS FINANCING
AUTHORITY duly organized and existing under and by virtue of the
laws of the State of California (the "Authority"), as lessee;
WIT N E SSE T H:
WHEREAS, in 1995, the Agency assisted the City of San
Bernardino (the "City") in the construction of a police station
within the City by leasing certain property (as further described
in Exhibit A hereto) (the "Police Station Site") to the Authority
to cause the execution and delivery of certain Certificates of
Participation (1995 Police Station Project) (the "Prior
Certificates"); and
WHEREAS, the Agency desires to assist the City'with the
refinancing of the Police Station Site and therefore proposes to
enter into this Police Station Site and Facility Lease with the
Authority as a material consideration for the Authority's agreement
to lease the Police Station Site to the City;
WHEREAS, the Authority intends to assist the City in
refinancing the Police Station Site by leasing said site to the
City pursuant to a Lease Agreement, dated as of the same dated
hereof; and
NOW, THEREFORE, IT IS HEREBY MUTUALLY AGREED, as follows:
Section 1. Site and Facilitv Lease. The Agency
hereby leases to the Authority and the Authority hereby leases from
the Agency, on the terms and conditions hereinafter set forth, the
1
Site, constituting that certain parcel of real property and the
facility situated thereon situated in the City of San Bernardino,
County of San Bernardino, State of California, more particularly
described in Exhibit A attached hereto and made a part hereof.
Section 2. Term. The term of this Site and Facility
Lease shall commence on the date of recordation of this Site and
Facility Lease in the Office of the County Recorder of the County
of San Bernardino, State of California, and shall end on September
2, 2024, unless such term is extended or sooner terminated as
hereinafter provided. If, on September 2, 2024, the aggregate
amount of Lease Payments (as defined in and as payable under the
Lease Agreement) shall not have been paid, or provision shall not
have been made for their payment, then the term of this Site and
Facility Lease shall be extended until such Lease Payments shall be
fully paid or provision made for such payment. If, prior to
September 2, 2024, all Lease Payments shall be fully paid or
provision made for such payment in accordance,with Section 4.2 or
10.1 of the Lease Agreement, the term of this Site and Facility
Lease shall end.
Section 3. Rental. The Agency acknowledges receipt
from the Authority, as and for rental hereunder, the sum of one
dollar ($1.00) on or before the date of delivery of this Site and
Facility Lease.
Section 4. Purpose. The Authority shall use the
Police Station Site solely for the purpose of leasing the said site
to the City pursuant to the Lease Agreement and for such purposes
as may be incidental theretoi provided, however, that in the event
of default by the City under the Lease Agreement, the Authority and
its assigns may exercise the remedies provided in the Lease
Agreement.
Section 5.
The Agency covenants
Police Station Site.
Aqencv's Interest in Police Station Site.
that it is the owner of fee title to the
Section 6. Assiqnments and Subleases. Unless the
City shall be in default under the Lease Agreement, the Authority
may not assign its rights under this Site and Facility Lease or
sublet the Police Station Site, except as provided in the Lease
2
Agreement, without the written consent of the Agency and MBIA
Insurance Corporation, Armonk New York, as the Bond Insurer.
Section 7. Riqht of Entrv. The Agency reserves the
right, for any of its duly authorized representatives, to enter
upon the Police Station Site at any reasonable time to inspect the
same or to make any repairs, improvements or changes necessary for
the preservation thereof.
Section 8. Termination. The Authority agrees, upon
the termination of this Site and Facility Lease, to quit and
surrender the Police Station Site in the same good order and
condition as the same were in at the time of commencement of the
term hereunder, reasonable wear and tear excepted, and agrees that
any permanent improvements and structures existing upon the Police
Station Site at the time of the termination of this Site and
Facility Lease shall remain thereon and title thereto shall vest in
the Agency.
Section 9. Default. In the event the Authority shall
be in default in the performance of any obligation on its part to
be performed under the terms of this Site and Facility Lease, which
default continues for thirty (30) days following notice and demand
for correction thereof to the Authority, the Agency may exercise
any and all remedies granted by law; provided, however, that so
long as any Certificates (as defined in the Lease Agreement) are
outstanding and 'unpaid in accordance with the terms thereof, the
Lease Payments assigned by the Authority to the trustee under the
Assignment Agreement, dated as of September 1, 1999, by and between
the Authority and u.S. Bank Trust National Association, as trustee
(the "Trustee"), shall continue to be paid to the Trustee.
Section 10. Ouiet Enlovment. The Authority, at all
times during the term of this Site and Facility Lease, shall
peaceably and quietly have, hold and enjoy the Police Station Site
subj ect to the provisions of the Lease Agreement and the Trust
Agreement, dated as of September I, 1999, by and among the City,
the Authority and the Trustee.
Section 11. Waiver of Personal Liabilitv. All
liabilities under this Site and Facility Lease on the part of the
Authority are solely liabilities of the Authority and the Agency
hereby releases each and every member, director, officer, employee
3
and agent of the Authority of and from any personal or individual
liability under this Site and Facility Lease. No member, director,
officer, employee or agent of the Authority shall at any time or
under any circumstances be individually or personally liable under
this Site and Facility Lease for anything done or omitted to be
done by the Authority hereunder.
Section 12. Taxes. The Authority covenants and agrees
to pay any and all assessments of any kind or character and also
all taxes, including possessory interest taxes, levied or assessed
upon the Police Station Site (including both land and
improvements) .
Section 13. Eminent Domain. In the event the whole or
any part of the Police Station Site is taken by eminent domain
proceedings, the interest of the Authority shall be recognized and
is hereby determined to be the amount of the then unpaid
Certificates including the unpaid principa~ and interest with
respect to any then outstanding such Certificates and, subject to
the provisions of the Lease Agreement, the balance of the award, if
any, shall be paid to the Agency.
Section 14. Partial Invaliditv. If anyone or more of
the terms, provisions, covenants or conditions of this Site and
Facility Lease shall, to any extent, be declared invalid,
unenforceable, void or voidable for any reason whatsoever by a
court of competent jurisdiction, the finding, order or decree of
which becomes final, none of the remaining terms, provisions,
covenants and conditions of this Site and Facility Lease shall be
affected thereby, and each provision of this Site and Facility
Lease shall be valid and enforceable to the fullest extent
permitted by law.
Section 15. Notices. All notices, statements,
demands, consents, approvals, authorizations, offers, designations,
requests or other communications hereunder by either party to the
other shall be in writing and shall be sufficiently given and
served upon the other party if delivered personally or if mailed by
United States registered mail, return receipt requested, postage
prepaid, and, if to the Agency, addressed to the Agency in care of
the Agency Executive Director, Redevelopment Agency of the City of
San Bernardino, 201 North "E" Street, Third Floor, SanBernardino,
CA 92418, or if to the Authority, addressed to the Authority in
4
care of the Executive Director, San Bernardino Joint Powers
Financing Authority, 201 North "E" Street, Third Floor,
San Bernardino, CA 92401, or to such other addresses as the
respective parties may from time to time designate by notice in
writing.
Section 16. Section Headinqs. All section headings
contained herein are for convenience of reference only and are not
intended to define or limit the scope of any provision of this Site
and Facility Lease.
Section 17. Execution in Counterparts. This Site and
Facility Lease may be executed in any number of counterparts, each
of which shall be deemed to be an original but all together shall
constitute but one and the same instrument.
5
IN WITNESS WHEREOF, the Agency and the Authority have
caused this Site and Facility Lease to be executed by their
respective officers thereunto duly authorized, all as of the day
and year first above written.
REDEVELOPMENT AGENCY OF THE CITY OF
SAN BERNARD 0,
as Lesso
By
Att~ ti~
Assistant/Secretary
Attest:
SAN BERNARDINO JOINT POWERS
FINANCING AUTHORITY, as Lessee
By
i person
SBEO\0123\DOC\65
5
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
On September 27.1999 before me, Lisa A. Gomez.
Notary Public, personally appeared Gary Van Osdel . personally known to me
(or pro'Jee to mo on tho basis of satisfaotory ovil:lenoe) to be the person~ whose
name~ iSfafe subscribed to the within instrument and acknowledged to me that
he/she/they executed the same in his/her/their authorized capacity~, and that by
his/her/their signature~ on the instrument the person~, or the entity upon behalf of
which the personW acted, executed the instrument. '
WITNESS my hand and official seal.
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(Seal)
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
On September 28. 1999 before me, Lisa A. Gomez.
Notary Public, personally appeared Judith Valles, personally known to me fef
provod to ~o on tho baGis of GatisfaGtory o':iEloAoo) to be the person~ whose name~
is.laFe subscribed to the within instrument and acknowledged to me that Re.lshe/thoy
executed the same in l=H&/herAAef!: authorized capacityBest. and that by Ris.lherAAef!:
signature~ on the instrument the person~. or the entity upon behalf of which the
personfs} acted, executed the instrument.
WITNESS my hand and official seal.
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EXHIBIT A
DESCRIPTION OF THE POLICE STATION SITE
EXHIBIT A
DIVISION TWO:
PARCEL 1 OF PARCEL MAP NO. 14725, IN THE CITY OF SAN BERNARDINO, COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA, AS PER PLAT RECORDED IN BOOK 178, PAGES 32
THROUGH 34 INCLUSIVE, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.
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Recording Requested By
CHICAGO TiTLE COMPANX
J,; ~.-
RECORDING REQUESTED BY:
CITY OF SAN BERNARDINO
AFTER RECORDATION RETURN TO:
SABO & GREEN, A Professional Co~
23801 Calabasas Road, Suite 1015
Calabasas, California 91302
,~ /-9e; -;2 8"/-52
Recorded in Official Records, County of
San Bernardino, Larry Walker, Recorder
Doc No. 19990408313
08:00am 09/29/99
Chicago litle A ~ ~~1
NON ST IN SVY
THIS TRANSACTION IS EXEMPT FROM CALIFORNIA DOCUMENTARY TRANSFER TAX
PURSUANT TO SECTION 11929 OF THE CALIFORNIA REVENUE AND TAXATION CODE.
THIS DOCUMENT IS EXEMPT FROM RECORDING FEES PURSU~T TO SECTION 27383
OF THE CALIFORNIA GOVERNMENT CODE.
POLICE STATION
LEASE AGREEMENT
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POLICE STATION LEASE AGREEMENT
Dated as of September I, 1999
by and between the
SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY, as Lessor
and
CITY OF SAN BERNARDINO, CALIFORNIA, as Lessee
$15,480,000
Refunding Certificates of Participation
(1999 Police Station, South Valle and 201 North E Street Projects)
Evidencing the Direct, Undivided Fractional Interest of the Owner
Thereof in Lease Payments to be Made by the
CITY OF SAN BERNARDINO, CALIFORNIA
As the Rental for Certain Projects Pursuant
to Lease Agreements With the
San Bernardino Joint Powers Financing Authority
Section 1.1
Section 2.1
Section 2.2
Section 3.1
Section 3.2
Section 3.3
Section 3.4
Section 4.1
Section 4.2
Section 4.3
Section 4.4
Section 4.5
Section 4.6
Section 4.7
TABLE OF CONTENTS
ARTICLE I
DEFINITIONS
Paqe
Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
ARTICLE II
REPRESENTATIONS, COVENANTS AND WARRANTIES
Representations, Covenants and
Warranties of the City........................ 12
Representations, Covenants and
Warranties of the Authority .................. 12
ARTICLE III
DEPOSIT OF MONEYS; ACQUISITION AND
CONSTRUCTION OF THE IMPROVEMENTS
Deposit of Moneys.............................. 14
Acquisition and Construction of
Improvements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Payment of Acquisition and
Construction Costs............................ 15
Payment of Delivery Costs. . . . . . . . . . . . . . . . . . . . . . 15
ARTICLE IV
AGREEMENT TO LEASE; TERM OF THIS LEASE
AGREEMENT; LEASE PAYMENTS
Lease. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Term of Agreement. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Possession. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Lease Payments................................. 16
Quiet Enjoyment................................ 19
Title. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Additional Payments............................ 20
ARTICLE V
MAINTENANCE; TAXES; INSURANCE; USE
LIMITATIONS; AND OTHER MATTERS
Section 5.1
Section 5.2
Section 5.3
Section 5.4
Section 5.5
Section 5.6
Section 5.7
Section 5.8
Section 5.9
Section 5.10
Section 5.11
Section 5.12
Section 5.13
Section 6.1
Section 6.2
Section 6.3
Section 7.1
Section 7.2
Section 7.3
Section 8.1
Section 8.2
Section 8.3
Section 9.1
Section 9.2
Maintenance, Utilities, Taxes and
Assessments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Modification of proj ect . . . . . . . . . . . . . . . . . . . . . . . . 21
Public Liability and Project Damage
Insurance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Fire and Extended Coverage Insurance........... 23
Rental Interruption Insurance........... .......23
Title Insurance................................ 24
Insurance Net Proceeds; Form of Policies....... 24
Advances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Installation of City's Equipment............... 24
Liens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Private Activity Bond Limitation. . . . . . . . . . . . . . . 25
Federal Guarantee Prohibition.................. 25
Maintenance of Tax-Exemption........... ........25
ARTICLE VI
DAMAGE, DESTRUCTION AND EMINENT DOMAIN;
USE OF NET PROCEEDS
Eminent Domain................................. 26
Application of Net Proceeds........... ........26
Abatement of Lease Payments in the
Event of Damage or Destruction. . . . . . . . . . . . . . . . 26
ARTICLE VII
DISCLAIMER OF WARRANTIES; ACCESS;
INDEMNIFICATION
Disclaimer of Warranties . . . . . . . . . . . . . . . . . . . . . . . 28
Access to the Project.......................... 28
Release and Indemnification Covenants.......... 28
ARTICLE VII I
ASSIGNMENT, SUBLEASING AND AMENDMENT
Assignment by the Corporation.................. 29
Assignment and Subleasing by the City.......... 29
Amendment of this Lease Agreement. . . . . . . . . . . . . . 29
ARTICLE IX
EVENTS OF DEFAULT AND REMEDIES
Events of Default Defined. . . . . . . . . . . . . . . . . . . . . . 33
Remedies on Default. . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Section 9.3
Section 9.4
Section 9.5
Section 9.6
Section 9.7
Section 10.1
Section 10.2
Section 10.3
Section 10.4
Section 11.1
Section 11.2
Section 11.3
Section 11.4
Section 11.5
Section 11.6
Section 11.7
Section 11.8
Section 11.9
EXHIBIT A -
EXHIBIT B -
EXHIBIT C -
No Remedy Exclusive............................ 35
Agreement to Pay Attorneys' Fees
and Expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
No Additional Waiver Implied by
One Waiver. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Application of Proceeds................ ........36
Trustee and Certificate Owners to
Exercise Rights............................... 36
ARTICLE X
PREPAYMENT OF LEASE PAYMENTS
Security Deposit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Prepayment Option.............................. 38
Mandatory Prepayment From Net Proceeds
of Insurance; Title Insurance or
Eminent Domain................................ 39
Credit for Amounts on Deposit. . . . . . . . . . . . . . . . . . 39
ARTICLE XI
MISCELLANEOUS
Notices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Binding Effect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Severability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Net - Net - Net Lease . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Further Assurances and Corrective
Instruments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Execution in Counterparts...................... 41
Applicable Law................................. 41
Authority and City Representatives. . . . . . . . . . . . . 41
Captions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
DESCRIPTION OF THE SITE
DESCRIPTION OF THE FACILITY
SCHEDULE OF LEASE PAYMENTS
POLICE STATION
LEASE AGREEMENT
THIS POLICE STATION LEASE AGREEMENT (the "Lease
Agreement"), dated as of September 1, 1999, is by and between the
SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY, a public body
corporate and politic and existing under the laws of the State of
California, as lessor (the "Authority"), and CITY OF SAN
BERNARDINO, a municipal corporation and charter city duly organized
and existing under the laws of the State of California, as lessee
(the "City");
WIT N E SSE T H:
WHEREAS, pursuant to that certain Police Station Site and
Facility Lease, dated as of September 1, 1999 (the "Police Station
Site and Facility Lease"), the Redevelopment Agency of the City of
San Bernardino has leased that certain parcel of real property, a
facility located thereon situated in the City of San Bernardino,
County of San Bernardino, State of California, more particularly
described in Exhibit A attached hereto and made a part hereof (the
"Police Station Site"), all for the purpose of enabling the
Authority to assist the City in the refinancing of the Police
Station site;
WHEREAS, the Authority proposes to lease the Police
Station Site to the City pursuant to this Lease Agreement and to
assign its right to receive lease payments under this Lease
Agreement (the "Lease Payments"), its right to enforce payment of
the Lease Payments and otherwise to enforce its interest and rights
under this Lease Agreement in the event of a default hereunder by
the City, to U.S. Bank Trust National Association, as trustee (the
"Trustee"), pursuant to that certain Assignment Agreement, dated as
of September 1, 1999, by and between the Authority and the Trustee;
WHEREAS, pursuant to that certain Trust Agreement, dated
as of September 1, 1999, by and among the City, the Authority and
the Trustee, the Trustee will execute and deliver certificates of
participation (the "Certificates") in the Lease Payments; and
WHEREAS, the proceeds of the Certificates, together with
other available moneys, will be applied by the City to (i) refund
1
those certain 1987 Refunding Certificates of Participation (South
Valle Public Improvements Project) and remove the liens attached to
the respective property in connection therewith, (ii) to refund
those certain Certificates of Participation (1995 Police Station
Project) and remove the liens attached to the respective property
in connection therewith, (iii) to fund a reserve fund, capital
reserve fund and capitalized interest fund and (iv) to pay delivery
costs incurred in connection with the execution, delivery and sale
of the Certificates; and
WHEREAS, all acts, conditions and things required by law
to exist, to have happened and to have been performed precedent and
in connection to the execution and delivery of this Lease Agreement
do exist, have happened and have been performed in regular and due
time, form and manner as required by law, and the parties hereto
are now duly authorized to execute and enter into this Lease
Agreement.
NOW THEREFORE, IN CONSIDERATION OF THE PREMISES AND OF
THE MUTUAL COVENANTS CONTAINED HEREIN AND FOR OTHER VALUABLE
CONSIDERATION, THE PARTIES HERETO DO HEREBY AGREE, AS FOLLOWS:
2
ARTICLE I
DEFINITIONS
Section 1.1. Definitions. Unless otherwise defined in
this Section 1.1, capitalized terms contained herein shall have the
meanings ascribed to them in the Trust Agreement dated the same
date hereof among the San Bernardino Joint Powers Financing
Authority (the "Authority"), the City of San Bernardino (the
"City") and U.S. Bank Trust National Association, as Trustee {the
("Trustee") (the "Trust Agreement") .
"Event of Default" means an event of default as defined
in Section 9.1 hereof.
"Police Station Site" means the real property and the
improvements thereon, including the San Bernardino Police Station,
all as more particularly described in Exhibit A attached to this
Lease Agreement.
3
ARTICLE II
REPRESENTATIONS, COVENANTS AND WARRANTIES
Section 2.1.
of the City. The City
Authority, as follows:
Representations. Covenants and Warranties
represents, covenants and warrants to the
(al Due Oroanization
municipal corporation and charter
under the laws of the State.
and Existence. The City is a
city, duly organized and existing
(bl Authorization. The laws of the State authorize the
City to enter into the Police Station Site and Facility Lease, the
Agency Agreement, this Lease Agreement and the Trust Agreement and
to enter into the transactions contemplated by and to carry out its
obligations under all of the aforesaid agreements, the City has
duly authorized and executed all of the aforesaid agreements and
such agreements constitute the legal, valid and binding agreements
of the City, enforceable against the City in accordance with their
respective terms.
(cl No Violations. Neither the execution and delivery
of the Police Station Site and Facility Lease, the Agency
Agreement, this Lease Agreement or the Trust Agreement, the
fulfillment of or compliance with the terms and conditions hereof
or thereof, nor the consummation of the transactions contemplated
hereby or thereby, conflicts with or results in a breach of the
terms, conditions or provisions of any restriction, agreement or
instrument to which the City is now a party or by which the City is
bound, constitutes a default under any of the foregoing, or results
in the creation or imposition of any lien, charge or encumbrances
whatsoever upon any assets of the City, or upon the police Station
Site, except Permitted Encumbrances.
(dl Execution and Deliverv. The City has duly
authorized and executed this Lease Agreement in accordance with the
laws of the State. The City represents that the Police Station Site
is essential to its operations.
4
Section 2.2. Representations, Covenants and Warranties
of Authoritv. The Authority represents, covenants and warrants to
the City, as follows:
(a) Due Oroanization and Existence. The Authority is a
joint powers authority, duly organized and existing under and by
virtue of the laws of the State; has power to enter into the Police
Station Site and Facility Lease, the Agency Agreement, this Lease
Agreement, the Assignment Agreement and the Trust Agreement; is
possessed of full power to own and hold, improve and equip real and
personal property and to lease and sell the same; has duly
authorized the execution and delivery of all of the aforesaid
agreements and such agreements constitute the legal, valid and
binding agreements of the Authority, enforceable against the
Authority in accordance with their respective terms.
(b) No Encumbrances. The Authority will not pledge the
Lease Payments or other amounts derived from the Police Station
Site and from its other rights under this Lease Agreement and will
not mortgage or encumber the Police Station Site, except as
provided under the terms of this Lease Agreement and the Trust
Agreement
(c) No Violations. Neither the execution and delivery
of the Police Station Site and Facility Lease, the Agency
Agreement, this Lease Agreement, the Assignment Agreement or the
Trust Agreement, the fulfillment of or compliance with the terms
and conditions hereof or thereof, nor the consummation of the
transactions contemplated hereby or thereby, conflicts with or
results in a breach of the terms, conditions or provisions of any
restriction or any agreement or instrument to which the Authority
is now a party or by which the Authority is bound, constitutes a
default under any of the foregoing, or results in the creation or
imposition of any lien, charge or encumbrance whatsoever upon any
assets of the Authority, or upon the Police Station Site, except
Permitted Encumbrances.
(d) No Assionments. Except as provided herein, the
Authority will not assign this Lease Agreement, its right to
receive Lease Payments from the City or its duties and obligations
hereunder to any other person, firm or corporation so as to impair
or violate the representations, covenants and warranties contained
in this Section 2.2.
5
(e) Title to Police Station Site and the Facility: Riqht
of Entry. The Authority warrants that it has, pursuant to the
Police Station Site and Facility Lease, acquired, and is owner of,
leasehold title to the Police Station Site and the Facility.
(f) Execution and Delivery. The Authority has duly
authorized and executed this Lease Agreement in accordance with the
laws of the State.
ARTICLE III
DEPOSIT OF MONEYS; ACQUISITION AND CONSTRUCTION
OF THE IMPROVEMENTS
Section 3.1. Deposit of Moneys. On the Closing Date,
the Authority shall cause to be deposited with the Trustee the
proceeds of sale of the Certificates. Pursuant to Section 2.07 of
the Trust Agreement, an amount equal to the Reserve Requirement
shall be deposited in the Reserve Fund, accrued interest on the
Certificates from September 1, 1999, shall be deposited into the
Interest Account, amounts estimated to be required to pay Delivery
Costs shall be deposited in the Delivery Costs Fund and amounts
necessary to fund the Capital Reserve Fund and Project Fund shall
be deposited into said funds all as provided in the Trust
Agreement. The Authority hereby agrees to direct that amounts in
the Funds and Accounts established under the Trust Agreement be
applied as provided therein. The liens of the Prior Certificates,
as applicable, are hereby removed and deemed satisfied upon the
recordation of this Lease Agreement.
6
ARTICLE IV
AGREEMENT TO LEASE; TERM OF THIS LEASE
AGREEMENT; LEASE PAYMENTS
Section 4.1. Lease. The Authority hereby
Police Station Site to the City, and the City hereby
Police Station Site from the Authority, upon the
conditions set forth in this Lease Agreement.
leases
leases
terms
the
the
and
Section 4.2. Term of Aqreement. The term of the Lease
Agreement shall commence on the date hereof, and shall end on
September 1, 2024, unless such term is extended as hereinafter
provided. If, on September 1, 2024, the Trust Agreement shall not
be discharged by its terms or if the Lease Payments payable
hereunder shall have been abated at any time and for any reason,
then the term of the Lease Agreement shall be extended until there
has been deposited with the Trustee an amount sufficient to pay all
obligations due under the Lease Agreement, but in no event shall
the term of the Lease Agreement extend beyond September 1, 2034.
If, prior to September 1, 2024, the Trust Agreement shall be
discharged by its terms, the term of the Lease Agreement shall
thereupon end.
Section 4.3. Possession. The City currently has
possession of the Police Station Site and possession of said site
subj ect hereto shall commence on the date of recording of this
Lease Agreement. The first Lease Payment shall be due on February
15, 2000.
Section 4.4.
Lease Payments.
(a) Obliqation to Pav. Subject to the provisions
of Articles VI and X hereof, the City agrees to pay to the
Authority, its successors and assigns, as rental for the use and
occupancy of the police Station Site during each Rental Period, the
Lease Payments (denominated into components of principal and
interest) in the respective amounts specified in Exhibit B hereto,
to be due and payable on February 15 and August 15 (each a "Lease
Payment Date") of each year commencing February 15, 2000. In the
event such day is not a Business Day, such payment shall be made on
the Business Day next preceding such date. Any amount held in the
7
Lease Payment Fund on any Lease Payment Date (other than amounts
resulting from the prepayment of the Lease Payments in part but not
in whole pursuant to Article X hereof and other than amounts
required for payment of Certificates not yet surrendered) shall be
credited toward the Lease Payment then due and payable; and no
Lease Payment need be made on any Lease Payment Date if the amounts
then held in the Lease Payment Fund are at least equal to the Lease
Payment then required to be paid. The Lease Payments for the Police
Station Site payable in any Rental Period shall be for the use of
the Police Station Site' for such Rental Period.
(b) Effect of Prepayment. In the event that the
City prepays all remaining Lease Payments in full pursuant to
Article X hereof, the City's obligations under this Lease Agreement
shall thereupon cease and terminate including, but not limited to,
the City's obligation to pay Lease Payments under this Section 4.4;
subject however, to the provisions of Section 10.1 hereof in the
case of prepayment by application of a security deposit. In the
event that the City optionally prepays the Lease Payments in part
but not in whole pursuant to Section 10.2 hereof or pursuant to
Section 10.3 hereof as a result of any insurance or condemnation
award with respect to any portion of the Police Station Site, such
prepayment shall be credited entirely toward the prepayment of the
Lease Payments as follows: (i) the principal components of each
remaining such Lease Payments shall be reduced in such order of
payment date as shall be designated by the City to the Trustee, and
if the City shall fail to so designate, pro rata among such payment
dates, in integral multiples of $5,000; and (ii) the interest
component of each remaining such Lease Payments shall be reduced by
the aggregate corresponding amount of interest which would
otherwise be payable with respect to the Certificates thereby
redeemed pursuant to Sections 4.01(a) or (b), as the case may be,
of the Trust Agreement.
(c) Rate on Overdue Pavments. In the event the
City should fail to make any of the payments required in this
Section 4.4, the payment in default shall continue as an obligation
of the City until the amount in default shall have been fully paid,
and the City agrees to pay the same with interest thereon, to the
extent permitted by law, from the date of corresponding Certificate
default to the date of payment at the rate of twelve percent
(12%) per annum. Such interest, if received, shall be deposited in
the Lease Payment Fund.
8
(d) Fair Rental Value. The Lease Payments for the
Police Station Site for each Rental Period shall constitute the
total rental for the Police Station Site for each such Rental
Period and shall be paid by the City in each Rental Period for and
in consideration of the right of the use and occupancy, and the
continued quiet use and enjoyment, of the Police Station Site
during each Rental Period. The parties hereto have agreed and
determined that the total Lease Payments for the Police Station
Site do not exceed the fair rental value of the Police Station
Site. In making such determination, consideration has been given
to the obligations of the parties under this Lease Agreement, the
uses and purposes which may be served by the Police Station Site,
the total amounts which have been expended on the Police Station
Site, the value of the real property and the benefits therefrom
which will accrue to the City and the general public.
(e) Source of Payments; Budqet and Appropriation.
Lease Payments shall be payable from any source of available funds
of the City, subject to the provisions of Articles VI and X hereof.
The City covenants to take such action as may be
necessary to include all Lease Payments due hereunder in each of
its budgets during the term of the Lease Agreement and to make the
necessary annual appropriations for all such Lease Payments. The
covenants on the part of the City herein contained shall be deemed
to be and shall be construed to be duties imposed by law and it
shall be the duty of each and every public official of the City to
take such action and do such things as are required by law in the
performance of the official duty of such officials to enable the
City to carry out and perform the covenants and agreements in this
Lease Agreement agreed to be carried out and performed by the City.
(f) Assiqnment. The City understands and agrees
that all Lease Payments have been assigned by the Authority to the
Trustee in trust, pursuant to the Assignment Agreement, for the
benefit of the Owners of the Certificates, and the City hereby
assents to such assignment. The Authority hereby directs the City,
and the City hereby agrees to pay to the Trustee at the Principal
Corporate Trust Office, all payments payable by the City pursuant
to this Section 4.4 and all amounts payable by the City pursuant to
Article X hereof.
9
Section 4.5. Ouiet Eniovment. During the term of the
Lease Agreement, the Authority shall provide the City with quiet
use and enjoyment of the police Station Site and the City shall,
during such term, peaceably and quietly have and hold and enjoy the
Police Station Site without suit, trouble or hindrance from the
Authority, except as expressly set forth in this Lease Agreement.
The Authority will, at the request of the City and at the City's
cost, join in any legal action in which the City asserts its right
to such possession and enjoyment to the extent the Authority may
lawfully do so. Notwithstanding the foregoing, the Authority shall
have the right to inspect the Police Station Site as provided in
Section 7.2 hereof.
Section 4.6. Title. During the term of the Lease
Agreement, the Authority shall hold fee title to those portions of
the Police Station Site which are newly acquired or constructed
(excluding real property acquired) and any and all additions which
comprise fixtures, repairs, replacements or modifications to the
Police Station Site, except for those fixtures, repairs,
replacements or modifications which are added to the Police Station
Site by the City at its own expense and which may be removed
without damaging the Police Station Site and except for any items
added to the Police Station Site by the City pursuant to
Section 5.9 hereof.
If the City prepays the Lease Payments in full pursuant
to Article X hereof, or makes the security deposit permitted by
Section 10.1 hereof, or pays all Lease Payments during the term of
the Lease Agreement as the same become due and payable, all right,
title and interest of the Authority in and to the Police Station
Site shall be transferred to and vested in the City. The Authority
agrees to take any and all steps and execute and record any and all
documents reasonably required by the City to consummate any such
transfer of title.
Section 4.7. Additional Payments. In addition to the
Lease Payments, the City shall pay when due all costs and expenses
incurred by the City and the Authority to comply with the
provisions of the Trust Agreement, or otherwise arising from the
leasing of the Police Station Site, including without limitation
all Delivery Costs (to the extent not paid from amounts on deposit
in the Delivery Costs Fund), compensation and indemnification due
10
to the Trustee and all costs and expenses of auditors, attorneys
and accountants.
11
ARTICLE V
MAINTENANCE; TAXES; INSURANCE; USE LIMITATIONS;
AND OTHER MATTERS
Section 5.1. Maintenance, Utilities. Taxes and
Assessments. Throughout the term of the Lease Agreement, as part
of the consideration for the rental of the Police Station Site, all
improvement, repair and maintenance of the Police Station Site
shall be the responsibility of the City and the City shall pay, or
otherwise arrange for the payment of, all utility services supplied
to the Police Station Site which may include, without limitation,
janitor service, security, power, gas, telephone, light, heating,
water and all other utility services, and shall pay for or
otherwise arrange for the payment of the cost of the repair and
replacement of the Police Station Site resulting from ordinary wear
and tear or want of care on the part of the City or any assignee or
sublessee thereof. In exchange for the Lea'se Payments herein
provided, the Authority agrees to provide only the Police Station
Site, as hereinbefore more specifically set forth. The City waives
the benefits of subsections 1 and 2 of Section 1932 of the
California Civil Code, but such waiver shall not limit any of the
rights of the City under the terms of this Lease Agreement
The City shall also payor cause to be paid all taxes and
assessments of any type or nature, if any, charged to the Authority
or the City affecting the Police Station Site or the respective
interests or estates therein; provided that with respect to special
assessments or other governmental charges that may lawfully be paid
in installments over a period of years, the City shall be obligated
to pay only such installments as are required to be paid during the
term of the Lease Agreement as and when the same become due.
The City may, at the City's expense and in its name, in
good faith contest any such taxes, assessments, utility and other
charges and, in the event of any such contest, may permit the
taxes, assessments or other charges so contested to remain unpaid
during the period of such contest and any appeal therefrom unless
the Authority shall notify the City that, in the opinion of
Independent Counsel, by nonpayment of any such items, the interest
of the Authority in the Police Station Site will be materially
endangered or the Police Station Site or any part thereof will be
subject to loss or forfeiture, in which event the City shall
12
promptly pay such taxes, assessments or charges or provide the
Authority with full security against any loss which may result from
nonpayment, in form satisfactory to the Authority and the Trustee.
Section 5.2. Modification of Police Station Site. The
City shall, at its own expense, have the right to remodel the
Police Station Site or to make additions, modifications and
improvements to the Police Station Site. All additions,
modifications and improvements to the Police Station Site, but not
any additional buildings or improvements, shall thereafter comprise
part of the Police Station Site and be subject to the provisions of
this Lease Agreement. Such additions, modifications and
improvements shall not in any way damage the Police Station Site,
substantially alter its nature, cause the interest component of
Lease Payments to be subject to federal income taxes or cause the
Police Station Site to be used for purposes other than those
authorized under the provisions of State and federal law; and the
Police Station Site, upon completion of any additions,
modifications and improvements made thereto pursuant to this
Section 5.2, shall be of a value which is not substantially less
than the value of the Police Station Site immediately prior to the
making of such additions, modifications and improvements. The City
will not permit any mechanic's or other lien to be established or
remain against the Police Station Site for labor or materials
furnished in connection with any remodeling, additions,
modifications, improvements, repairs, renewals or replacements made
by the City pursuant to this Section 5.2; provided that if any such
lien is established and the City shall first notify the Authority
of the City's intention to do so, the City may in good faith
contest any lien filed or established against the Police Station
Site, and in such event may permit the items so contested to remain
undischarged and unsatisfied during the period of such contest and
any appeal therefrom and shall provide the Authority with full
security against any loss or forfeiture which might arise from the
nonpayment of any such item, in form satisfactory to the Authority.
The Authority will cooperate fully in any such contest, upon the
request and at the expense of the City.
Section 5.3. Public Liabilitv and Property Damaqe
Insurance. The City shall maintain or cause to be maintained,
throughout the term of the Lease Agreement, insurance policies,
including a standard comprehensive general insurance policy or
policies in protection of the City, the Authority and the Trustee,
13
including their respective members, officers, agents and employees.
Said policy or policies shall provide for indemnification of said
parties against direct or contingent loss or liability for damages
for bodily and personal injury, death or property damage occasioned
by reason of the operation of the Police Station Site. Said policy
or policies shall provide coverage in the minimum liability limits
of $1,000,000 for personal injury or death of each person and
$3,000,000 for personal injury or deaths of two or more persons in
each accident or event, and in a minimum amount of $100,000
(subject to a deductible clause of not to exceed $5,000) for damage
to property resulting from each accident or event. Such public
liability and property damage insurance may, however, be in the
form of a single limit policy in the amount of $3,000,000 covering
all such risks. Such liability insurance may be maintained as part
of or in conjunction with any other liability insurance coverage
carried by the City, and may be maintained in the form of insurance
maintained through a joint exercise of powers authority created for
such purpose or in the form of self-insurance by the City as
provided in Section 5.8 hereof. The Net Proceeds of such liability
insurance shall be applied toward extinguishment or satisfaction of
the liability with respect to which the insurance proceeds shall
have been paid.
Section 5.4. Fire and Extended Coveraqe Insurance. The
City shall procure and maintain, or cause to be procured and
maintained, throughout the term of the Lease Agreement, insurance
against loss or damage to any structures constituting part of the
Police Station Site by fire and lightning, with extended coverage
and vandalism and malicious mischief insurance. Said extended
coverage insurance shall, as nearly as practicable, cover loss or
damage by explosion, windstorm, riot, aircraft, vehicle damage,
smoke and such other hazards as are normally covered by such
insurance. Such insurance shall be in an amount equal to the
greater of (a) one hundred percent (100%) of the replacement cost
of the Police Station Site, or (b) the aggregate principal amount
of the Outstanding Certificates. Such insurance may be subject to
deductible clauses of not to exceed $100,000 for anyone loss.
Such insurance may be maintained as part of or in conjunction with
any other fire and extended coverage insurance carried by the City
and may be maintained in whole or in part in the form of insurance
maintained through a joint exercise of powers authority created for
such purpose or in the form of self - insurance by the City as
14
provided in Section 5.8 hereof. The Net Proceeds of such insurance
shall be applied as provided in Section 6.2(a) hereof.
The City agrees to procure and maintain, or cause to be
procured and maintained, throughout the term of the Lease
Agreement, insurance against earthquake loss or damage to the
Police Station Site in such amounts as an independent insurance
consultant shall annually determine is necessary to protect the
City for such rise. Such insurance may be subject to a deductible
clause of not to exceed ten percent (10%) for anyone loss. Such
insurance may be maintained as part of or in conjunction with any
other insurance coverage carried by the City. If the City cannot
purchase such insurance on the open market from reputable insurers
at reasonable cost, the City agrees to self-insure for such
coverage as provided in Section 5.8 hereof. The Net Proceeds of
such insurance shall be applied as provided in Sections 5.7 and
6.2(a) hereof.
Section 5.5. Rental Interruption Insurance. The City
shall procure and maintain through the term of the Lease Agreement,
rental interruption or use and occupancy insurance, if commercially
available, to cover loss, total or partial, of the use of any part
of the Police Station Site during the term of the Lease Agreement
as a result of any of the hazards covered in the insurance required
by Section 5.4 hereof, in an amount at least equal to two times the
Reserve Requirement. The Net Proceeds of such insurance shall be
paid to the Trustee and deposited in the Lease Payment Fund, and
shall be credited toward the payment of the Lease Payments in the
order in which such Lease Payments would otherwise become due and
be payable. No self insurance shall be permitted hereunder for
rental interruption insurance.
Section 5.6. Title Insurance. The City shall provide,
at its own expense, on the Closing Date, a CLTA title insurance
policy in the amount of not less than the aggregate original
principal amount (but not maturity amount) of the Certificates
insuring the City's leasehold estate in the Police Station Site,
subject only to Permitted Encumbrances. The Net Proceeds of such
insurance shall be applied as provided in Section 6.2(c) hereof.
Section 5.7. Insurance Net Proceeds; Form of Policies.
Each policy of insurance required by Sections 5.4, 5.5 and 5.6
hereof shall provide that all proceeds thereunder shall be payable
15
to the Bond Insurer or the Trustee as directed by the Bond Insurer.
All insurance policies shall be approved by a commercial insurer
rated "AD by Best or in the two highest rating categories of S & p
and Moody's. All policies shall name the Lessee, Lessor and
Trustee as insureds and name the Trustee as loss payee. The City
shall payor cause to be paid when due the premiums for all
insurance policies required by this Lease Agreement. The Trustee
shall not be responsible for the sufficiency of any insurance
herein required, including any forms of self-insurance and shall be
fully protected in accepting payment on account of such insurance
or any adjustment, compromise or settlement of any loss. The City
shall cause to be delivered annually on or before each September 1
to the Trustee and Bond Insurer a certification that all
requirements of this Lease Agreement with respect to insurance have
been met.
Section 5.8 Self Insurance. With the approval of the
Bond Insurer, the City may maintain self insurance for purposes of
the insurance required by Section 5.3 and 5.4 hereof; provided
that:
(a) The City shall have the adequacy of any insurance
reserves maintained by the City or by a joint exercise of powers
authority, if applicable, reviewed at least annually, on or before
each September 1, by an independent insurance consultant;
(b)
sound basis
consultant to
not otherwise
The City shall maintain reserves on an actuarially
in accordance with the recommendations of such
the extent moneys are available for such purpose and
appropriated;
(c) The self insurance fund is held in a separate trust
fund by an independent trustee; and
(d)
discontinued,
maintained.
In the event that the self insurance program is
the actuarial soundness of the claim reserve must be
It is understood by the Trustee and the Bond Insurer that
on the Closing Date the City is self insured for the insurance
described in Sections 5.3 and 5.4 hereof.
Section 5.9. Installation of City r s Eauipment. The
City may, at any time and from time to time in its sole discretion
16
and at its own expense, install or permit to be installed items of
equipment or other personal property in or upon any portion of the
Police Station Site. All such items shall remain the sole property
of the City in which neither the Authority nor the Trustee shall
have any interest and may be modified or removed by the City at any
time provided that the City shall repair and restore any and all
damage to the Police Station Site resulting from the installation,
modification or removal of any such items. Nothing in this Lease
Agreement shall prevent the City from purchasing or leasing items
to be installed pursuant to this Section 5.9 under a lease or
conditional sale agreement, or subj ect to a vendor I s lien or
security agreement, as security for the unpaid portion of the
purchase price thereof, provided that no such lien or security
interest shall attach to any part of the Police Station Site.
Section 5.10. Liens. The City shall not, directly or
indirectly, create, incur, assume or suffer to exist any mortgage,
pledge, lien, charge, encumbrance or claim on or with respect to
the Police Station Site, other than the respective rights of the
Authority and the City as provided herein and Permitted
Encumbrances. Except as expressly provided in this Article V, the
City shall promptly, at its own expense, take such action as may be
necessary to duly discharge or remove any such mortgage, pledge,
lien, charge, encumbrance or claim, for which it is responsible, if
the same shall arise at any time. The City shall reimburse the
Authority for any expense incurred by it in order to discharge or
remove any such mortgage, pledge, lien, charge, encumbrance or
claim.
Section 5.11. Private Activitv Bond Limitation. The
City shall assure that proceeds of the Certificates are not so used
as to cause the Certificates or the Lease Agreement to satisfy the
private business tests of Section 141(b) of the Code or the private
loan financing test of Section 141(c) of the Code.
Section 5.12. Federal Guarantee Prohibition. The City
shall not take any action or permit or suffer any action to be
taken if the result of the same would be to cause any of the
Certificates or the Lease Agreement to be "federally guaranteed"
within the meaning of Section 149(b) of the Code.
shall
Section 5.13.
take all actions
Maintenance of Tax-Exemption. The City
necessary to assure the exclusion of
17
interest with respect to the Certificates from the gross income of
the Owners of the Certificates to the same extent as such interest
is permitted to be excluded from gross income under the Code as in
effect on the Closing Date.
Section 5.14. Advances. If the City shall fail to
perform any of its obligations under this Article V, the Authority
may, but shall not be obligated to, take such action as may be
necessary to cure such failure, including the advancement of money,
and the City shall be obligated to repay all such advances as soon
as possible, with interest at the rate of twelve percent (12%) per
annum from the date of the advance to the date of repayment.
18
ARTICLE VI
DAMAGE, DESTRUCTION AND EMINENT DOMAIN; USE OF
NET PROCEEDS
Section 6.1. Eminent Domain. If all of the Police
Station Site shall be taken permanently under the power of eminent
domain or sold to a government threatening to exercise the power of
eminent domain, the term of this Lease Agreement shall cease as of
the day possession shall be so taken. If less than all of the
Police Station Site shall be taken permanently, or if all of the
Police Station Site or any part thereof shall be taken temporarily
under the power of eminent domain, (1) this Lease Agreement shall
continue in full force and effect and shall not be terminated by
virtue of such taking and the parties waive the benefit of any law
to the contrary, and (2) there shall be a partial abatement of
Lease Payments as a result of the application 'of the Net Proceeds
of any eminent domain award to the prepayment of the Lease Payments
hereunder, in an amount to be agreed upon by the City and the
Authority such that the resulting Lease Payments represent fair
consideration for the use and occupancy of the remaining usable
portion of the Police Station Site.
Section 6.2.
Application of Net Proceeds.
(a) Insurance Award. The Net Proceeds of any
insurance award resulting from any damage to or destruction of any
portion of the Police Station Site by fire or other casualty shall
be paid by the City to the Trustee, as assignee of the Authority
under the Assignment Agreement, deposited in the Insurance and
Condemnation Fund by the Trustee and applied as set forth in
Section 7.01 of the Trust Agreement.
(b) Eminent Domain Award. The Net Proceeds of any
eminent domain award resulting from any event described in
Section 6.1 hereof shall be paid by the City to the Trustee, as
assignee of the Authority under the Assignment Agreement, deposited
in the Insurance and Condemnation Fund and applied as set forth in
Section 7.02 of the Trust Agreement.
(c) Title Insurance. The Net Proceeds of any
title insurance award shall be paid to the Trustee, as assignee of
19
the Authority under the Assignment Agreement,
Insurance and Condemnation Fund and applied
Section 7.03 of the Trust Agreement.
deposited in the
as set forth in
Section 6.3. Abatement of Lease Payments in the Event
of Damaae or Destruction. Lease Payments shall be abated during
any period in which, by reason of damage or destruction, there is
substantial interference with the use and occupancy by the City of
the Police Station Site or any portion thereof (other than any
portions of the Police Station Site described in Section 5.2
hereof) to the extent to be agreed upon by the City and the
Authority. The parties agree that the amounts of the Lease
Payments under such circumstances shall not be less than the
amounts of the unpaid Lease Payments as are then set forth in
Exhibit B, unless such unpaid amounts are determined to be greater
than the fair rental value of the portions of the Property not
damaged or destroyed (giving due consideration to the factors
identified in the last sentence of Section 4. 4.(d) ), based upon the
opinion of an MAI appraiser with expertise in valuing such
properties or other appropriate method of valuation, in which event
the Lease Payments shall be abated such that they represent said
fair rental value. Such abatement shall continue for the period
commencing with such damage or destruction and ending with the
substantial completion of the work of repair or reconstruction. In
the event of any such damage or destruction, this Lease Agreement
shall continue in full force and effect and the City waives any
right to terminate this Lease Agreement by virtue of any such
damage and destruction. Notwithstanding the foregoing, there shall
be no abatement of Lease Payments under this Section 6.3 to the
extent that (a) the proceeds of rental interruption insurance or
(b) amounts in the Reserve Fund and/or the Insurance and
Condemnation Fund and/or the Lease Payment Fund are available to
pay Lease Payments which would otherwise be abated under this
Section 6.3, it being hereby declared that such proceeds and
amounts constitute special funds for the payment of the Lease
Payments.
20
ARTICLE VII
DISCLAIMER OF WARRANTIES; ACCESS;
INDEMNIFICATION
Section 7.1. Disclaimer of Warranties. THE AUTHORITY
MAKES NO WARRANTY OR REPRESENTATION EITHER EXPRESS OR IMPLIED, AS
TO THE VALUE, DESIGN, CONDITION, MERCHANTABILITY OR AS TO THE
FITNESS FOR ANY PARTICULAR PURPOSE OR FITNESS FOR THE USE
CONTEMPLATED BY THE CITY OF THE POLICE STATION SITE OR ANY OTHER
REPRESENTATION OR WARRANTY WITH RESPECT TO THE POLICE STATION SITE.
IN NO EVENT SHALL THE AUTHORITY BE LIABLE FOR INCIDENTAL,
INDIRECT, SPECIAL OR CONSEQUENTIAL DAMAGES IN CONNECTION WITH OR
ARISING OUT OF THE SITE AND FACILITY LEASE, THE AGENCY AGREEMENT,
THIS LEASES AGREEMENT OR THE TRUST AGREEMENT FOR THE EXISTENCE,
FURNISHING, FUNCTIONING OR THE CITY'S USE OF THE POLICE STATION
SITE.
Section 7.2. Access to the Police Station Site. The
City agrees that the Authority and any Authority Representative,
and the Authority's successors or assigns, shall have the right at
all reasonable times to enter upon and to examine and inspect the
Police Station Site. The City further agrees that the Authority,
any Authority Representative, and the Authority's successors or
assigns shall have such rights of access to the Police Station Site
as may be reasonably necessary to cause the proper maintenance of
the Police Station Site in the event of failure by the City to
perform its obligations hereunder.
Section 7.3. Release and Indemnification Covenants.
The City shall and hereby agrees to indemnify and save the
Authority and its officers, agents, successors and assigns harmless
from and against all claims, losses and damages, including legal
fees and expenses, arising out of (i) the use, maintenance,
condition or management of, or from any work or thing done on the
Police Station Site by the City, (ii) any breach or default on the
part of the City in the performance of any of its obligations under
this Lease Agreement, (iii) any act or omission of the City or of
any of its agents, contractors, servants, employees or licensees
with respect to the Police Station Site, (iv) any act or omission
of any sublessee of the City with respect to the Police Station
Site, or (v) the payment of Delivery Costs. No indemnification is
made under this Section 7.3 or elsewhere in this Lease Agreement
21
for willful misconduct, negligence or breach of duty under this
Lease Agreement by the Authority, its officers, agents, employees,
successors or assigns.
22
ARTICLE VIII
ASSIGNMENT, SUBLEASING AND AMENDMENT
Section 8.1. Assiqnment by the Authority. The
Authority's rights under this Lease Agreement, including the right
to receive and enforce payment of the Lease Payments to be made by
the City under this Lease Agreement, have been assigned to the
Trustee pursuant to the Assignment Agreement.
Section 8.2. Assiqnment and Subleasinq bv the Citv.
This Lease Agreement may not be assigned by the City. The City may
sublease the Police Station Site or any portion thereof, but only
with the prior written consent of the Authority and the Bond
Insurer and subject to all of the following conditions:
(i) This Lease Agreement and the obligation of the
City to make Lease Payments hereunder shall remain
obligations of the City;
(ii) The City shall, within (30) days after the
delivery thereof, furnish or cause to be furnished to the
Authority and the Trustee a true and complete copy of
such sublease;
(iii) No such sublease shall cause the Police
Station Site to be used for a purpose other than as may
be authorized under the provisions of the Constitution
and laws of the State; and
(iv) The City shall furnish the Authority and the
Trustee with a written opinion of nationally-recognized
Bond Counsel, which shall be an Independent Counsel,
stating that such sublease does not cause the interest
components of the Lease Payments to become subject to
federal income taxes or State personal income taxes.
Section 8.3.
Amendment of this Lease Aqreement.
(a) Substitution of Police Station Site. Upon the
prior written consent of the Bond Insurer (which may be given in
its sole discretion), the City shall have, and is hereby granted,
the option at any time and from time to time during the term of the
23
Lease Agreement to substitute other land (a "Substitute
Site") and/or a substitute facility or substitute facilities (a
"Substitute Facility") for the Site (the "Former Site"), or a
portion thereof, and/or the Facility (the "Former Facility"), or a
portion thereof, provided that the City shall satisfy all of the
following requirements which are hereby declared to be conditions
precedent to such substitution:
{i} The City shall file with the Authority, the
Trustee and Bond Insurer an amended Exhibit A to the
Police Station Site and Facility Lease which adds thereto
a description of such Substitute Site and/or Substitute
Facility and deletes therefrom the description of the
Former Site;
(ii) The City shall file with the Authority, the
Trustee and Bond Insurer an amended Exhibit A to this
Lease Agreement which adds thereto a' description of such
Substitute Site and/or Substitute Facility and deletes
therefrom the description of the Former Site;
(iii) The City shall certify
Authority, the Trustee and Bond
Substitute Site and/or Substitute
purposes of the City, constitutes
unencumbered, subject to Permitted
constitutes property which the City is
under the laws of the State;
in writing to the
Insurer that such
Facility serve the
property that is
Encumbrances, and
permitted to lease
{iv} The City delivers to the Trustee, the
Authority and the Bond Insurer an MAl fair market
appraisal evidencing that the Substitute Site and/or
Substitute Facility are of equal or greater market and
fair rental value than the Former Site and Former
Facility;
(v) The Substitute Site and/or Substitute Facility
shall not cause the City to violate any of its covenants,
representations and warranties made herein and in the
Trust Agreement;
{vi} The City shall obtain an amendment to the
title insurance policy required pursuant to Section 5.6
24
hereof which adds thereto a description of the Substitute
Site and deletes therefrom the description of the Former
Site; and
(vii) The City shall certify that the Substitute
Site and/or the Substitute Facility is of the same or
greater essentiality to the City as was the Former Site
and/or the Former Facility.
(b) Release of Police Station Site. Upon the prior
written consent of the Bond Insurer (which may be given in its sole
discretion), the City shall have, and is hereby granted, the option
at any time and from time to time during the term of the Lease
Agreement to release any portion of the Police Station Site,
provided that the City shall satisfy all of the following
requirements which are hereby declared to be conditions precedent
to such release:
(i) The City shall file with the Authority, the
Trustee and the Bond Insurer an amended Exhibit A to the
Police Station Site and Facility Lease which describes
the Police Station Site, as revised by such release;
(ii) The City shall file with the Authority and the
Trustee an amended Exhibit A to this Lease Agreement
which describes the Police Station Site, as revised by
such release;
(iii) The City delivers to the Trustee and the
Authority and the Bond Insurer an MAl fair market
appraisal evidencing that the Police Station Site, as
revised by such release, is of a value at least equal to
the value of the Police Station Site as of the Closing
Date and of a fair rental value at least equal to the
remaining Lease Payments; and
(iv) The City shall obtain an amendment to the
title insurance policy required pursuant to Section 5.6
hereof which describes the Police Station Site, as
revised by such release.
(c) Additional Lease Pavments. Upon the written
consent of the Bond Insurer, the City shall have, and is hereby
25
granted, the option at any time and from time to time during the
term of the Lease Agreement to amend this Lease Agreement to
provide for the payment of additional lease payments for the use
and occupancy of the Police Station Site, provided that:
(i) such additional lea~e payments do not cause the
total lease payments made by the City for the use and
occupancy of the Police Station Site to exceed the fair
rental value of the Police Station Site, based upon the
opinion of an MAl appraiser with expertise in valuing
such properties or other appropriate method of valuation;
(ii) the City shall have obtained, and filed with
the Authority and the Trustee, an appraisal of the Police
Station Site, prepared by an MAl appraiser with expertise
in valuing such properties, showing that the estimated
fair market value of the Police Station Site is not less
than the aggregate unpaid principal components of the
Lease Payments and the aggregate principal components of
such additional lease payments; and
(iii) such additional lease payments are pledged or
assigned for the payment of any bonds, notes, leases or
other obligations the proceeds of which shall be applied
to finance the construction or acquisition of land,
facilities or other improvements which are authorized
pursuant to law.
(d) Generallv. Neither the City nor the Authority
will alter, modify or cancel, or agree or consent to alter, modify
or cancel this Lease Agreement, except in connection with a
substitution or release permitted by this Section 8.3 and as may be
permitted by Article X of the Trust Agreement.
26
ARTICLE IX
EVENTS OF DEFAULT AND REMEDIES
Section 9.1. Events of Default Defined. The following
shall be "Events of Default" under this Lease Agreement and the
terms "Events of Default" and "Default" shall mean, whenever they
are used in this Lease Agreement, anyone or more of the following
events:
or other
specified
(a) Failure by the City to pay any Lease Payment
payment required to be paid hereunder at the time
hereunder.
(b) Failure by the City to observe and perform any
covenant, condition or agreement on its part to be observed or
performed under this Lease Agreement or under the Trust Agreement,
other than as referred to in clause (a) of this Section 9.1, for a
period of thirty (30) days after written notice specifying such
failure and requesting that it be remedied has been given to the
City by the Authority, the Trustee, or the Owners of not less than
five percent (5%) in aggregate principal amount of Certificates
then outstanding; provided, however, if the failure stated in the
notice can be corrected, but not within the applicable period, the
Authority, the Trustee and such Owners shall not unreasonably
withhold their consent to an extension of such time if corrective
action is instituted by the City within the applicable period and
diligently pursued until the Default is corrected.
(c) Failure of the officers of the City to request
that Lease Payments be included in the annual budget of the City.
(d) The filing by the City of a voluntary petition
in bankruptcy, or failure by the City promptly to lift any
execution, garnishment or attachment, or adjudication of the City
as a bankrupt, or assignment by the City for the benefit of
creditors, or the entry by the City into an agreement of
composition with creditors, or the approval by a court of competent
jurisdiction of a petition applicable to the City in any
proceedings instituted under the provisions of the Federal
Bankruptcy Act, as amended, or under any similar acts which may
hereafter be enacted.
27
Section 9.2. Remedies on Default. Whenever any Event
of Default referred to in Section 9.1 hereof shall have happened
and be continuing, it shall be lawful for the Authority to exercise
any and all remedies available pursuant to law or granted pursuant
to this Lease Agreementj provided, however, that notwithstanding
anything herein or in the Trust Agreement to the contrary, there
shall be no right under any circumstances to accelerate the Lease
Payments or otherwise declare any Lease Payments not then in
Default to be currently due and payable. Each and every covenant
hereof to be kept and performed by the City is expressly made a
condition and upon the breach thereof the Authority may exercise
any and all rights of entry and reentry upon the Police Station
Site, and also, at its option, with or without such entry, may
terminate this Lease Agreementj provided, that no such termination
shall be effected either by operation of law or acts of the parties
hereto, except only in the manner herein expressly provided. In the
event of such Default and notwithstanding any reentry by the
Authority, the City shall, as herein expressly provided, continue
to remain liable for the payment of the Lease Payments and/or
damages for breach of this Lease Agreement and the performance of
all conditions herein contained and, in any event such rent and/or
damages shall be payable to the Authority at the time and in the
manner as herein provided, specifically:
(a) In the event the Authority does not elect to
terminate this Lease Agreement in the manner hereinafter provided
for in subparagraph (b) hereof, the City agrees to and shall remain
liable for the payment of all Lease Payments and the performance of
all conditions herein contained and shall reimburse the Authority
for any deficiency arising out of the releasing of the Police
Station Site, or, in the event the Authority is unable to re-lease
the Police Station Site, then for the full amount of all Lease
Payments to the end of the term of the Lease Agreement, but said
Lease Payments and/or deficiency shall be payable only at the same
time and in the same manner as hereinabove provided for the payment
of Lease Payments hereunder, notwithstanding such entry or reentry
by the Authority or any suit in unlawful detainer, or otherwise,
brought by the Authority for the purpose of effecting such reentry
or obtaining possession of the Police Station Site or the exercise
of any other remedy by the Authority. The City hereby irrevocably
appoints the Authority as the agent and attorney-in-fact of the
City to enter upon and re-lease the Police Station Site in the
Event of Default by the City in the performance of any covenants
28
herein contained to be performed by the City and to remove all
personal property whatsoever situated upon the Police Station Site,
to place such property in storage or other suitable place in the
County of San Bernardino, California, for the account of and at the
expense of the City, and the City hereby exempts and agrees to save
harmless the Authority from any costs, loss or damage whatsoever
arising or occasioned by any such entry upon and re-leasing of the
Police Station Site and the removal and storage of such property by
the Authority or its duly authorized agents in accordance with the
provisions herein contained. The City hereby waives any and all
claims for damages caused or which may be caused by the Authority
in reentering and taking possession of the Police Station Site as
herein provided and all claims for damages that may result from the
destruction of or injury to the Police Station Site and all claims
for damages to or loss of any property belonging to the City that
may be in or upon the Police Station Site. The City agrees that
the terms of this Lease Agreement constitute full and sufficient
notice of the right of the Authority to re-lease the Police Station
Site in the event of such reentry without effecting a surrender of
this Lease Agreement, and further agrees that no acts of the
Authority in effecting such re-leasing shall constitute a surrender
or termination of this Lease Agreement irrespective of the term for
which such releasing is made or the terms and conditions of such
re-leasing, or otherwise, but that, on the contrary, in the event
of such Default by the City the right to terminate this Lease
Agreement shall vest in the Authority to be effected in the sole
and exclusive manner hereinafter provided for in paragraph
(b) hereof. The City further waives the right to any rental
obtained by the Authority in excess of the Lease Payments and
payments due pursuant to Section 4.7 hereof and hereby conveys and
releases such excess to the Authority as compensation to the
Authority for its services in releasing the Police Station Site.
(b) In an Event of Default hereunder, the
Authority at its option may terminate this Lease Agreement and re-
lease all or any portion of the Police Station Site. In the event
of the termination of this Lease Agreement by the Authority at its
option and in the manner hereinafter provided on account of Default
by the City (and notwithstanding any reentry upon the Police
Station Site by the Authority in any manner whatsoever or the re-
leasing of the Police Station Site), the City nevertheless agrees
to pay to the Authority all costs, loss or damages howsoever
arising or occurring payable at the same time and in the same
29
manner as is herein provided in the case of payment of Lease
Payments. Any surplus received by the Authority from such re-
leasing shall be credited toward the Lease Payments next coming due
and payable. Neither notice to pay rent or to deliver up possession
of the premises given pursuant to law nor any proceeding in
unlawful detainer taken by the Authority shall of itself operate to
terminate this Lease Agreement, and no termination of this Lease
Agreement on account of Default by the City shall be or become
effective by operation of law, or otherwise, unless and until the
Authority shall have given written notice to the City of the
election on the part of the Authority to terminate this Lease
Agreement. The City covenants and agrees that no surrender of the
Police Station Site and/or of the remainder of the term of the
Lease Agreement or any termination of this Lease Agreement shall be
valid in any manner or for any purpose whatsoever unless stated or
accepted by the Authority by such written notice.
Section 9.3. No Remedv Exclusive.- No remedy herein
conferred upon or reserved to the Authority is intended to be
exclusive and every such remedy shall be cumulative and shall be in
addition to every other remedy given under this Lease Agreement now
or hereafter existing at law or in equity. No delay or omission to
exercise any right or power accruing upon any Default shall impair
any such right or power or shall be construed to be a waiver
thereof, but any such right and power may be exercised from time to
time and as often as may be deemed expedient. In order to entitle
the Authority to exercise any remedy reserved to it in this Article
it shall not be necessary to give any notice, other than such
notice as may be required in this Article IX or by law.
Section 9.4. Aqreement to Pav Attorneys' Fees and
Expenses. In the event either party to this Lease Agreement should
default under any of the provisions hereof and the non-defaulting
party should employ attorneys or incur other expenses for the
collection of moneys or the enforcement or performance or
observance of any obligation or agreement on the part of the
defaulting party herein contained, the defaulting party agrees that
it will on demand therefor pay to the non-defaulting party the
reasonable fees of such attorneys and such other expenses so
incurred by the non-defaulting party.
Waiver.
Section 9.5.
In the event
No
any
Additional
agreement
Waiver Implied bv
contained in this
One
Lease
30
Agreement should be breached by either party and thereafter waived
by the other party, such waiver shall be limited to the particular
breach so waived and shall not be deemed to waive any other breach
hereunder.
Section 9.6. Application of Proceeds. All net proceeds
received from the re-lease or other disposition of the Police
Station Site under this Article IX, and all other amounts derived
by the Authority or the Trustee as a result of an Event of Default
hereunder, shall be transferred to the Trustee promptly upon
receipt thereof and after payment of all fees and expenses of the
Trustee, including attorneys fees, shall be deposited by the
Trustee in the Lease Payment Fund to be applied as specified in
Section 13.03 of the Trust Agreement.
Section 9.7. Trustee and Certificate Owners to Exercise
Riqhts. Such rights and remedies as are given to the Authority
under this Article IX have been assigned by the Authority to the
Trustee under the Trust Agreement, to which assignment the City
hereby consents. Such rights and remedies shall be exercised by the
Trustee and the Owners of the Certificates as provided in the Trust
Agreement and herein.
31
ARTICLE X
PREPAYMENT OF LEASE PAYMENTS
Section 10.1. Security Deposit. Notwithstanding any
other provision of this Lease Agreement, the City may, on any date,
secure the payment of all or a portion of the Lease Payments
remaining due by an irrevocable deposit with the Trustee or an
escrow holder under an escrow deposit and trust agreement as
referenced in Section 14.01(b) of the Trust Agreement, of: (a) in
the case of a security deposit relating to all Lease Payments,
either (i) cash in an amount which, together with amounts on
deposit in the Lease Payment Fund, the Insurance and Condemnation
Fund and the Reserve Fund, is sufficient to pay all unpaid Lease
Payments, including the principal and interest components thereof,
in accordance with the Lease Payment schedule set forth in
Exhibit B, or (ii) Defeasance Obligations in such amount as will,
in the written opinion of an independent certified public
accountant or other firm of recognized experts in such matters,
together with interest to accrue thereon and, if required, all or
a portion of moneys or Federal Securities or cash then on deposit
and interest earnings thereon in the Lease Payment Fund, the
Insurance and Condemnation Fund and the Reserve Fund, be fully
sufficient to pay all unpaid Lease Payments on their respective
Lease Payment Dates i or (b) in the case of a security deposit
relating to a portion of the Lease Payments, a certificate executed
by the City Representative (or such officer's designee, such
designation to be evidenced by a writing delivered to the
Trustee) designating the portion of the Lease Payments to which the
deposit pertains, and either (i) cash in an amount which is
sufficient to pay the portion of the Lease Payments designated in
such City Representative's (or such officer's designee's)
designation, such designation to be evidenced by a writing
delivered to the Trustee) certificate, including the principal and
interest components thereof, or (ii) Defeasance Obligations in such
amount as will, together with interest to be received thereon, if
any, in the written opinion of an independent certified public
accountant or other firm of recognized experts in such matters, be
fully sufficient to pay the portion of the Lease Payments
designated in the aforesaid City Representative's (or such
officer's designee's, such designation to be evidenced by a writing
delivered to the Trustee) certificate.
32
In the event of a deposit pursuant to this Section 10.1
as to all Lease Payments and the payment of all fees, expenses and
indemnifications owed to the Trustee, all obligations of the City
under this Lease Agreement shall cease and terminate, excepting
only the obligation of the City to make, or cause to be made, all
payments from the deposit made by the City pursuant to this
Section 10.1, and title to the Police Station Site shall vest in
the City on the date of said deposit automatically and without
further action by the City or the Authority. Said deposit and
interest earnings thereon shall be deemed to be and shall
constitute a special fund for the payments provided for by this
Section 10.1 and said obligation shall thereafter be deemed to be
and shall constitute the installment purchase obligation of the
City for the Police Station Site. Upon said deposit, the Authority
will execute or cause to be executed any and all documents as may
be necessary to confirm title to the Police Station Site in
accordance with the provisions hereof. In addition, the Authority
hereby appoints the City as its agent to prepare, execute and file
or record, in appropriate offices, such documents as may be
necessary to place record title to the Police Station Site in the
City.
Section 10.2. Prepayment Option. The Authority hereby
grants an option to the City to prepay the principal component of
the Lease Payments attributable to the Certificates in full, or in
part, together with a premium represented by a percentage of the
portion of such principal component of Lease Payments attributable
to the Certificates prepaid equal to the percentages set forth
below:
Prepayment Date Prepayment Premium
August 15, 2009 through August 14, 2010 102%
August 15, 2010 through August 14, 2011 101%
August 15, 2011 and thereafter 100%
Said option may be exercised with respect to payments
attributable to the Certificates due on and after September 1,
2009, in whole at any time, or in part on any Lease Payment Date,
commencing August 15, 2009. Said option shall be exercised by the
City by giving written notice to the Authority and the Trustee of
33
the exercise of such option at least sixty (60) days prior to said
payment date. Such option shall be exercised in the event of
prepayment in full, by depositing with said notice cash in an
amount, which, together with amounts then on deposit in the Reserve
Fund, the Insurance and Condemnation Fund and the Lease Payment
Fund, will be sufficient to pay the aggregate unpaid component of
the Lease Payments attributable to the Certificates on said payment
date, together with any Lease Payments attributable to the
Certificates then due but unpaid, or, in the event of prepayment in
part, by depositing with said notice cash in an amount divisible by
$5,000 equal to the amount desired to be prepaid together with any
Lease Payments attributable to the Certificates then due but
unpaid. In the event of prepayment in part, the partial prepayment
shall be applied against Lease Payments in such manner as the City
shall determine and if the City shall fail to make such
determination, pro rata among their payment dates. Lease Payments
attributable to the Certificates due after any such partial
prepayment shall be in the amounts set forth in a revised Lease
Payment schedule which shall be provided by, or caused to be
provided by, the City to the Trustee and which shall represent an
adjustment to the schedule set forth in Exhibit B attached hereto
taking into account said partial prepayment.
Section 10.3. Mandatorv Prepayment From Net Proceeds of
Insurance. Title Insurance or Eminent Domain. The City shall be
obligated to prepay the Lease Payments allocable to the Police
Station Site, in whole on any date or in part on any Lease Payment
Date, from and to the extent of any Net Proceeds of an insurance,
title insurance or condemnation award with respect to the Police
Station Site theretofore deposited in the Lease Payment Fund for
such purpose pursuant to Article VI hereof and Article VIr of the
Trust Agreement. The City and the Authority hereby agree that such
Net Proceeds shall be applied first to the payment of any
delinquent Lease Payments, and thereafter shall be credited toward
the City's obligations under this Section 10.3. Lease Payments due
after any such partial prepayment shall be in the amounts set forth
in a revised Lease Payment schedule which shall be provided by, or
caused to be provided by, the City to the Trustee and which shall
represent an adjustment to the schedule set forth in Exhibit B
attached hereto taking into account said partial prepayment
event
Section 10.4.
of prepayment of
Credit for Amounts on Deposit. In the
the principal components of the Lease
34
Payments in full under this Article X, such that the Trust
Agreement shall be discharged by its terms as a result of such
prepayment, remaining amounts on deposit in the Lease Payment Fund,
if any, or the Reserve Fund shall be credited toward the amounts
then required to be so prepaid.
35
ARTICLE XI
MISCELLANEOUS
Section 11.1. Notices. All notices, certificates or
other communications hereunder shall be sufficiently given and
shall be deemed to have been received 48 hours after deposit in the
United States mail in first class form with postage fully prepaid:
If to the City:
City of San Bernardino
300 North "D" Street
San Bernardino, CA 92418
Attn: City Representative
If to the Authority:
San Bernardino Joint Powers
Financing Authority
201 North "E" Street, Third Floor
San Bernardino, CA 92401
Attn: Executive Director
If to the Trustee:
U.S. Bank Trust,
National Association
Corporate Trust Dept., Suite 3020
550 South Hope Avenue
Los Angeles, CA 90071
If to the Bond Insurer:
MBIA Insurance Corporation
113 King Street
Armonk, New York 10504
Attn: Insured Portfolio Management Dept.
The Authority, the City and the Trustee, by notice given
hereunder, may designate different addresses to which subsequent
notices, certificates or other communications will be sent.
Section 11.2. Bindinq Effect.
shall inure to the benefit of and shall
Authority and the City and their respective
This Lease Agreement
be binding upon the
successors and assigns.
Section 11.3. Severabilitv. In the event any provision
of this Agreement shall be held invalid or unenforceable by any
36
court of competent jurisdiction, such holding shall not invalidate
or render unenforceable any other provision hereof.
Section 11.4. Net-net-net Lease. This Lease Agreement
shall be deemed and construed to be a "net-net-net lease" and the
City hereby agrees that the Lease Payments shall be an absolute net
return to the Authority, free and clear of any expenses, charges or
set-offs whatsoever.
Section 11.5. Further Assurances and Corrective
Instruments. The Authority and the City agree that they will, from
time to time, execute, acknowledge and deliver, or cause to be
executed, acknowledged and delivered, such supplements hereto and
such further instruments as may reasonably be required for
correcting any inadequate or incorrect description of the Police
Station Site hereby leased or intended so to be or for carrying out
the expressed intentions of this Lease Agreement.
Section 11.6. Execution in Counterparts. This Lease
Agreement may be executed in several counterparts, each of which
shall be an original and all of which shall constitute but one and
the same instrument.
Section 11.7. Applicable law. This Lease Agreement
shall be governed by and construed in accordance with the laws of
the State.
Section 11.8. Authoritv and Citv Representatives.
Whenever under the provisions of this Lease Agreement the approval
of the Authority or the City is required, or the Authority or the
City is required to take some action at the request of the other,
such approval or such request shall be given for the Authority by
an Authority Representative and for the City by a City
Representative, and each party hereto shall be authorized to rely
upon any such approval or request.
Section 11.9. Captions. The captions or headings in
this Lease Agreement are for convenience only and in no way define,
limit or describe the scope or intent of any provisions or
section of this Lease Agreement.
37
IN WITNESS WHEREOF, the Authority has caused this Lease
Agreement to be executed in its corporate name by its duly
authorized officers and sealed with its seal; and the City has
caused this Lease Agreement to be executed in its name by its duly
authorized officers and sealed with its seal, as of the date first
above written.
CITY OF SAN BERNARDINO
By:
/
ATTEST:
By:~h.~
ty Clerk
-
SAN BERNARDINO JOINT POWERS
FINANCING AUTHORITY
By' aL~ 0<'-
c7rperson
ATTEST:
By: ~L.I );J. CLvc...k-
retary
34
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
On Seotember 28. 1999 before me, Lisa A. Gomez.
Notary Public, personally appeared Judith Valles. personally known to me (ef
proved to me on tho basis of satisfaCltor/ ovidonoo) to be the personW whose nameW
iSfafe subscribed to the within instrument and acknowledged to me that Re.tshe/they
executed the same in ffi&/herltAeH: authorized capacity~, and that by Ri6,lherltAeH:
signature~ on the instrument the personW, or the entity upon behalf of which the
personW acted, executed the instrument.
WITNESS my hand and official seal.
lj.::~~~-J
z' Notary Public - CaJifcmla f
1 San Bemad1no County -
'~ -f ~~~~~I~~f
(Seal)
E~mITA
DIVISION TWO:
.
PARCEL 1 OF PARCEL MAP NO. 14725, IN THE CITY OF SAN BERNARDINO, COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA, AS PER PLAT RECORDED IN BOOK 178, PAGES 32
THROUGH 34 INCLUSIVE, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.
~
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Recording Requested By
CHICAGO TITLE COMPANY
RECORDING REQUESTED BY:
REDEVELOPMENT AGENCY OF THE
C- iT,-\ 0 ~ 'CCVY) 1:).Q.1'"Y1O-'1. eLl "Yl D
AND WHEN RECORDED RETURN TO:
SABO & GREEN,
a Professional Corporation
Suite 1015
23801 Calabasas Road
Calabasas, California 91302
Recorded in Official Record., County of
San Bernardino, Larry Walker, Recorder
Doc No. 19990408314
08:00am 09/29/99
Chicago fitle ~
~ 011
THIS TRANSACTION IS EXEMPT FROM CALIFORNIA DOCUMENTARY TRANSFER TAX PURSUANT TO
SECTION 11929 OF THE CALIFORNIA REVENUE AND TAXATION CODE. THIS DOCUMENT IS
EXEMPT FROM RECORDING FEES PURSUANT TO SECTION 27383 OF THE CALIFORNIA GOVERNMENT
C9J)E?, /
HP~ /3'-/- "3~/-",zL/
(Space Above 'for Recorder's Use)
201 NORTH E STREET
SITE AND FACILITY LEASE
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201 NORTH E STREET
Dated as of September 1, 1999
by and between the
REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, as Lessor
and the
SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY, as Lessee
$15,480,000
Refunding Certificates of Participation
(1999 Police Station, South Valle and 201
North E Street Projects)
Evidencing the Direct, Undivided Fractional Interest of the Owner
Thereof in Lease Payments to be Made by the
CITY OF SAN BERNARDINO, CALIFORNIA
As the Rental for Certain Projects Pursuant
to Lease Agreements With the
San Bernardino Joint Powers Financing Authority
SBE00180\DOC\002
06\21\99 age
201 NORTH E STREET SITE AND FACILITY LEASE
This 201 NORTH E STREET SITE AND FACILITY LEASE (this
"Site and Facility Lease"), dated as of September 1, 1999, is by
and between the REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO,
a public body corporate and politic duly organized and existing
under and by virtue of the laws of the State of California (the
"Agency"), as lessor, and the SAN BERNARDINO JOINT POWERS FINANCING
AUTHORITY duly organized and existing under and by virtue of the
laws of the State of California (the "Authority"), as lessee;
WIT N E SSE T H:
WHEREAS, the Agency desires to lease certain property
commonly known as the 201 North E Street Building located in the
City of San Bernardino (the "City") (as further described in
Exhibit A hereto) (the "Site") to the Authority; and
WHEREAS, the Authority intends to lease said site to the
City pursuant to a Lease Agreement, dated as of the same dated
hereof to cause the execution and delivery of certain Certificates
of Participation (1999 Police Station, South Valle and 201 North E
Street Projects (the "Certificates").
NOW, THEREFORE, IT IS HEREBY MUTUALLY AGREED, as follows:
Section 1. Site and Facility Lease. The Agency
hereby leases to the Authority and the Authority hereby leases from
the Agency, on the terms and conditions hereinafter set forth, the
Site, constituting that certain parcel of real property and the
facility situated thereon situated in the City of San Bernardino,
County of San Bernardino, State of California, more particularly
described in Exhibit A attached hereto and made a part hereof.
Section 2. Term. The term of this Site and Facility
Lease shall commence on the date of recordation of this Site and
Facility Lease in the Office of the County Recorder of the County
1
of San Bernardino, State of California, and shall end on September
2, 2024, unless such term is extended or sooner terminated as
hereinafter provided. If, on September 2, 2024, the aggregate
amount of Lease Payments (as defined in and as payable under the
Lease Agreement) shall not have been paid, or provision shall not
have been made for their payment, then the term of this Site and
Facility Lease shall be extended until such Lease Payments shall be
fully paid or provision made for such payment. If, prior to
September 2, 2024, all Lease Payments shall be fully paid or
provision made for such payment in accordance with Section 4.2 or
10.1 of the Lease Agreement, the term of this Site and Facility
Lease shall end.
Section 3. Rental. The Agency acknowledges receipt
from the Authority, as and for rental hereunder, the sum of one
dollar ($1.00) on or before the date of delivery of this Site and
Facility Lease.
Section 4. Purpose. The Authority shall use the 201
North E Street Site solely for the purpose of leasing the said site
to the City pursuant to the Lease Agreement and for such purposes
as may be incidental thereto; provided, however, that in the event
of default by the City under the Lease Agreement, the Authority and
its assigns may exercise the remedies provided in the Lease
Agreement.
Section 5. Aqency's Interest in 201 North E Street
Site. The Agency covenants that it is the owner of fee title to the
201 North E Street Site.
Section 6. Assiqnments and Subleases. Unless the
City shall be in default under the Lease Agreement, the Authority
may not assign its rights under this Site and Facility Lease or
sublet the 201 North E Street Site, except as provided in the Lease
Agreement, without the written consent of the Agency and MBIA
Insurance Corporation, Armonk New York, as the Bond Insurer.
Section 7. Riqht of Entrv. The Agency reserves the
right, for any of its duly authorized representatives, to enter
upon the 201 North E Street Site at any reasonable time to inspect
the same or to make any repairs, improvements or changes necessary
for the preservation thereof.
2
Section 8. Termination. The Authority agrees, upon
the termination of this Site and Facility Lease, to quit and
surrender the 201 North E Street Site in the same good order and
condition as the same were in at the time of commencement of the
term hereunder, reasonable wear and tear excepted, and agrees that
any permanent improvements and structures existing upon the 201
North E Street Site at the time of the termination of this Site and
Facility Lease shall remain thereon and title thereto shall vest in
the Agency.
Section 9. Default. In the event the Authority shall
be in default in the performance of any obligation on its part to
be performed under the terms of this Site and Facility Lease, which
default continues for thirty (30) days following notice and demand
for correction thereof to the Authority, the Agency may exercise
any and all remedies granted by lawi provided, however, that so
long as any Certificates (as defined in the Lease Agreement) are
outstanding and unpaid in accordance with the terms thereof, the
Lease Payments assigned by the Authority to the trustee under the
Assignment Agreement, dated as of September 1, 1999, by and between
the Authority and u.S. Bank Trust National Association, as trustee
(the "Trustee"), shall continue to be paid to the Trustee.
Section 10. Ouiet Eniovment. The Authority, at all
times during the term of this Site and Facility Lease, shall
peaceably and quietly have, hold and enjoy the 201 North E Street
Site subject to the provisions of the Lease Agreement and the Trust
Agreement, dated as of September 1, 1999, by and among the City,
the Authority and the Trustee.
Section 11. Waiver of Personal Liability. All
liabilities under this Site and Facility Lease on the part of the
Authority are solely liabilities of the Authority and the Agency
hereby releases each and every member, director, officer, employee
and agent of the Authority of and from any personal or individual
liability under this Site and Facility Lease. No member, director,
officer, employee or agent of the Authority shall at any time or
under any circumstances be individually or personally liable under
this Site and Facility Lease for anything done or omitted to be
done by the Authority hereunder.
Section 12. Taxes. The Authority covenants and agrees
to pay any and all assessments of any kind or character and also
3
all taxes, including possessory
upon the 201 North E Street
improvements) .
interest taxes, levied or assessed
Site (including both land and
Section 13. Eminent Domain. In the event the whole or
any part of the 201 North E Street Site is taken by eminent domain
proceedings, the interest of the Authority shall be recognized and
is hereby determined to be the amount of the then unpaid
Certificates including the unpaid principal and interest with
respect to any then outstanding such Certificates and, subject to
the provisions of the Lease Agreement, the balance of the award, if
any, shall be paid to the Agency.
Section 14. Partial Invaliditv. If anyone or more of
the terms, provisions, covenants or conditions of this Site and
Facility Lease shall, to any extent, be declared invalid,
unenforceable, void or voidable for any reason whatsoever by a
court of competent jurisdiction, the finding" order or decree of
which becomes final, none of the remaining terms, provisions,
covenants and conditions of this Site and Facility Lease shall be
affected thereby, and each provision of this Site and Facility
Lease shall be valid and enforceable to the fullest extent
permitted by law.
Section 15. Notices. All notices, statements,
demands, consents, approvals, authorizations, offers, designations,
requests or other communications hereunder by either party to the
other shall be in writing and shall be sufficiently given and
served upon the other party if delivered personally or if mailed by
United States registered mail, return receipt requested, postage
prepaid, and, if to the Agency, addressed to the Agency in care of
the Agency Executive Director, Redevelopment Agency of the City of
San Bernardino, 201 North "E" Street, Third Floor, SanBernardino,
CA 92418, or if to the Authority, addressed to the Authority in
care of the Executive Director, San Bernardino Joint Powers
Financing Authority, 201 North "E" Street, Third Floor,
San Bernardino, CA 92401, or to such other addresses as the
respective parties may from time to time designate by notice in
writing.
Section 16. Section Headinos. All section headings
contained herein are for convenience of reference only and are not
4
intended to define or limit the scope of any provision of this Site
and Facility Lease.
Section 17. Execution in Counterparts. This Site and
Facility Lease may be executed in any number of counterparts, each
of which shall be deemed to be an original but all together shall
constitute but one and the same instrument.
5
IN WITNESS WHEREOF, the Agency and the Authority have
caused this Site and Facility Lease to be executed by their
respective officers thereunto duly authorized, all as of the day
and year first above written.
REDEVELOPMENT AGENCY OF THE CITY OF
SAN BERNARD NO,
as Lesso
/
By
Attest:
~~
SAN BERNARDINO JOINT POW~RS
FINANCIN. AUTHORITY, as Lessee
/
i
/
By
,-
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
On September 27, 1999 before me, Lisa A. Gomez,
Notary Public, personally appeared Gary Van Osdel . personally known to me
(or J3ro':ed to rno on tho Basis of satisfactory evidonoo) to be the person~ whose
name~ islafe subscribed to the within instrument and acknowledged to me that
he/eho/thoy executed the same in his/hoF.<thoir authorized capacity~, and that by
his/hor/thoir signature~ on the instrument the person~, or the entity upon behalf of
which the person~ acted, executed the instrument.
WITNESS my hand and official seal.
1-----. -----~-~
USA A. GOMEZ --
@ Commission I 119B9Z1
~ _. Notary Pubfic - earlfanla ~
1 San Bernardino Coun1y (
._ ~,,_.~~~.~;;:m~~C::l~~
(Seal)
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
On Seotember 28. 1999 before me, Lisa A. Gomez.
Notary Public, personally appeared Judith Valles. personally known to me {ef
proved to mo on tho eGlsi€ of satisfactory e':iaenoo) to be the personW whose nameW
istafe subscribed to the within instrument and acknowledged to me that Re.lshe/they
executed the same in J::Hs/herAAeH: authorized capacityfies1, and that by ffis.lherAAeH:
signatureW on the instrument the person~, or the entity upon behalf of which the
person~ acted, executed the instrument.
WITNESS my hand and official seal.
------------1
USA A. GOMEZ-
1 ~ . eommls5lon 1 119B921
~. Notary Public - California ~
:z San Bemcrdlno Coun1Y i
J ~ = ~ ~~~~1':~
(Seal)
EXHIBIT A
DESCRIPTION OF THE 201 NORTH E STREET SITE
EXHIBIT A
DIVISION THREE:
PARCEL NO. 1A:
THAT PORTION OF BLOCK 13, CITY OF SAN BERNARDINO, IN THE CITY OF SAN
BERNARDINO, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER MAP RECORDED
IN BOOK 7 PAGE 1 OF MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY,
DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE EAST LINE OF "E" STREET WITH THE NORTH
LINE OF "2ND" STREET AS DESCRIBED IN THAT CERTAIN DEED TO THE CITY OF SAN
BERNARDINO RECORDED MAY 21, 1970 IN BOOK 7447 PAGE 275 OFFICIAL RECORDS OF
SAID COUNTY;
THENCE SOUTH 890 56' 00" EAST ALONG SAID NORTH LINE 111.67 FEET;
THENCE NORTH 450 04' 11" EAST 9.90 FEET;
THENCE NORTH 00 04' 11" EAST 112.21 FEET;
THENCE NORTH 150 04' 11" EAST 100.46 FEET;
THENCE NORTH 00 04' 11" EAST 111. 75 FEET TO A LINE PARALLEL WITH AND DISTANT
225.92 FEET SOUTHERLY MEASu~D AT RIGHT ANGLES, FROM THAT CERTAIN COURSE
RECITED AS "NORTH 890 55' 49" WEST 206.48 FEET" IN THE BOUNDARY DESCRIBED IN
DEED TO THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, CALIFORNIA
RECORDED JUNE 4, 1970 IN BOOK 7455 PAGE 214 OFFICIAL RECORDS OF SAID COUNTY;
THENCE NORTH 890 55' 49" WEST ALONG SAID PARALLEL LINE 137.19 FEET TO SAID EAST
LINE OF "E" STREET;
THENCE SOUTH 30 57' 51" WEST ALONG SAID EAST LINE 116.07 FEET;
THENCE CONTINUING ALONG SAID EAST LINE SOUTH 00 02' 25" EAST 212.20 FEET TO THE
POINT OF BEGINNING.
ALSO KNOWN AS PARCEL NO. 27 OF PARCEL MAP NO. 688 IN THE CITY OF SAN
BERNARDINO, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER MAP RECORDED
IN BOOK 25 OF PARCEL MAPS, PAGES 47 TO 58 INCLUSIVE, IN THE OFFICE OF THE
COUNTY RECORDER OF SAID COUNTY.
PARCEL NO. 1B:
TOGETHER WITH AN EASEMENT FOR VEHICULAR INGRESS AND EGRESS OVER THAT PORTION
OF SAID BLOCK 13 DESCRIBED AS FOLLOWS:
COMMENCING AT SAID INTERSECTION OF THE EAST LINE OF "E" STREET WITH THE NORTH
LINE OF "2ND" STREET;
THENCE SOUTH 890 56' 00" EAST ALONG SAID NORTH LINE 111.67 FEET TO THE TRUE
POINT OF BEGINNING;
THENCE NORTH 450 04' 11" EAST ALONG THE EAST LINE OF THE ABOVE DESCRIBED PARCEL
9.90 FEET;
THENCE CONTINUING ALONG SAID EAST LINE NORTH 00 04' 11" EAST 112.21 FEET;
THENCE CONTINUING ALONG SAID EAST LINE 1'lORTH 150 04' 11" EAST 100.46 FEET;
THENCE CONTINUING ALONG SAID EAST LINE NORTH 00 04' 11" EAST 11.75 FEET TO THE
NORTH LINE OF SAID PARCEL;
THENCE SOUTH 890 55' 49" EAST ALONG THE EASTERLY PROLONGATION OF SAID NORTH
LINE 30.50 FEET;
THENCE SOUTH 00 04' 11" WEST 138.74 FEET;
THENCE SOUTH 150 04' 11" WEST 113.98 FEET;
THENCE SOUTH 00 04' 11" WEST 79.16 FEET TO SAID NORTH LINE OF "2ND" STREET;
THENCE NORTH 890 57' 00" WEST 34.00 FEET TO THE POINT OF BEGINNING.
~
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Recording Requested By .
CHICAGO TITLE COMPANY
RECORDING REQUESTED BY:
CITY OF SAN BERNARDINO
AFTER RECORDATION RETURN TO:
SABO & GREEN, A Professional Cc
23801 Calabasas Road, Suite 101
Calabasas, California 91302
~,<./ /3L/- 3~ /-.;2--1
- -, . ~ ,,' .....".....\ "".6
1)
Recorded in Official Records, County of
San Bernardino, Larry Walker, Recorder
Doc No. 19990408315
08:00am
Chicago Htle A
09/29/99
~ o~1
NON Sf LN
THIS TRANSACTION IS EXEMPT FROM CALIFORNIA DOCUMENTARY TRANSFER TAX
PURSUANT TO SECTION 11929 OF THE CALIFORNIA REVENUE AND TAXATION CODE.
THIS DOCUMENT IS EXEMPT FROM RECORDING FEES PURSUANT TO SECTION 27383
OF THE CALIFO~~=A GOVERNMENT CODE.
201 NORTH E STREET
LEASE AGREEMENT
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201 NORTH E STREET LEASE AGREEMENT
Dated as of September 1, 1999
by and between the
SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY, as Lessor
and
CITY OF SAN BERNARDINO, CALIFORNIA, as Lessee
$15,480,000
Refunding Certificates of Participation
(1999 Police Station, South Valle and 201 North E Street Projects)
Evidencing the Direct, Undivided Fractional Interest of the Owner
Thereof in Lease Payments to be Made by the
CITY OF SAN BERNARDINO, CALIFORNIA
As the Rental for Certain Projects Pursuant
to Lease Agreements With the
San Bernardino Joint Powers Financing Authority
Section 1.1
Section 2.1
Section 2.2
Section 3.1
Section 3.2
Section 3.3
Section 3.4
Section 4.1
Section 4.2
Section 4.3
Section 4.4
Section 4.5
Section 4.6
Section 4.7
TABLE OF CONTENTS
ARTICLE I
DEFINITIONS
Paqe
Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
ARTICLE II
REPRESENTATIONS, COVENANTS AND WARRANTIES
Representations, Covenants and
Warranties of the City........................ 12
Representations, Covenants and
Warranties of the Authority .................. 12
ARTICLE III
DEPOSIT OF MONEYS; ACQUISITION AND
CONSTRUCTION OF THE IMPROVEMENTS
Deposit of Moneys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Acquisition and Construction of
Improvements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Payment of Acquisition and
Construction Costs.. . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Payment of Delivery Costs. . . . . . . . . . . . . . . . . . . . . . 15
ARTICLE IV
AGREEMENT TO LEASE; TERM OF THIS LEASE
AGREEMENT; LEASE PAYMENTS
Lease. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Term of Agreement... . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Possession. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Lease Payments................................. 16
Quiet Enjoyment................................ 19
Title. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Additional Payments............................ 20
ARTICLE V
MAINTENANCE; TAXES; INSURANCE; USE
LIMITATIONS; AND OTHER MATTERS
i
Section 5.1
Section 5.2
Section 5.3
Section 5.4
Section 5.5
Section 5.6
Section 5.7
Section 5.8
Section 5.9
Section 5.10
Section 5.11
Section 5.12
Section 5.13
Section 6.1
Section 6.2
Section 6.3
Section 7.1
Section 7.2
Section 7.3
Section 8.1
Section 8.2
Section 8.3
Maintenance, Utilities, Taxes and
Assessments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Modification of Project........................ 21
Public Liability and Project Damage
.Insurance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Fire and Extended Coverage Insurance........... 23
Rental Interruption Insurance.................. 23
Title Insurance................................ 24
Insurance Net Proceeds; Form of Policies....... 24
Advances. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Installation of City's Equipment...... .........24
Liens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Private Activity Bond Limitation............... 25
Federal Guarantee Prohibition.................. 25
Maintenance of Tax-Exemption................... 25
ARTICLE VI
DAMAGE, DESTRUCTION AND EMINENT DOMAIN;
USE OF NET PROCEEDS
Eminent Domain................................. 26
Application of Net Proceeds ................... 25
Abatement of Lease Payments in the
Event of Damage or Destruction................ 26
ARTICLE VII
DISCLAIMER OF WARRANTIES; ACCESS;
INDEt<1NIFICATION
Disclaimer of Warranties........... ............28
Access to the Project.......................... 28
Release and Indemnification Covenants...... . . . . 28
ARTICLE VIII
ASSIGNMENT, SUBLEASING AND AMENDMENT
Assignment by the Corporation.................. 29
Assignment and Subleasing by the City.......... 29
Amendment of this Lease Agreement. . . . . . . . . . . . . . 29
ARTICLE IX
EVENTS OF DEFAULT AND REMEDIES
ii
Section 9.1
Section 9.2
Section 9.3
Section 9.4
Section 9.5
Section 9.6
Section 9.7
Section 10.1
Section 10.2
Section 10.3
Section 10.4
Section 11.1
Section 11.2
Section 11.3
Section 11.4
Section 11.5
Section 11.6
Section 11.7
Section 11.8
Section 11.9
EXHIBIT A -
EXHIBIT B -
EXHIBIT C -
Events of Default Defined...................... 33
Remedies on Default. . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
No Remedy Exclusive............................ 35
Agreement to Pay Attorneys' Fees
and Expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
No Additional Waiver Implied by
One Waiver. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Application of Proceeds........................ 36
Trustee and Certificate Owners to
Exercise Rights............................... 36
ARTICLE X
PREPAYMENT OF LEASE PAYMENTS
Security Deposit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Prepayment Option............:................. 38
Mandatory Prepayment From Net Proceeds
of Insurance; Title Insurance or
Eminent Domain. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Credit for Amounts on Deposit.................. 39
ARTICLE XI
MISCELLANEOUS
Notices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Binding Effect. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Severability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Net-Net-Net Lease.............................. 40
Further Assurances and Corrective
Instruments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Execution in Counterparts.. . . . . . . . . . . . . . . . . . . . . 41
Applicable Law................................. 41
Authority and City Representatives. . . . . . . . . . . . . 41
Captions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
DESCRIPTION OF THE SITE
DESCRIPTION OF THE FACILITY
SCHEDULE OF LEASE PAYMENTS
iii
201 NORTH E STREET
LEASE AGREEMENT
THIS 201 NORTH E STREET LEASE AGREEMENT (the "Lease
Agreement"), dated as of September 1, 1999, is by and between the
SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY, a public body
corporate and politic and existing under the laws of the State of
California, as lessor (the "Authority"), and CITY OF SAN
BERNARDINO, a municipal corporation and charter city duly organized
and existing under the laws of the State of California, as lessee
(the "City");
WIT N E SSE T H:
WHEREAS, pursuant to that certain 201 North E Street Site
and Facility Lease, dated as of September 1, 1999 (the "201 North
E Street Site and Facility Lease"), the Redevelopment Agency of the
City of San Bernardino has leased that certain parcel of real
property, a facility located thereon situated in the City of
San Bernardino, County of San Bernardino, State of California, more
particularly described in Exhibit A attached hereto and made a part
hereof (the "201 North E Street Site");
WHEREAS, the Authority proposes to lease the 201 North E
Street Site to the City pursuant to this Lease Agreement and to
assign its right to receive lease payments under this Lease
Agreement (the "Lease Payments"), its right to enforce payment of
the Lease Payments and otherwise to enforce its interest and rights
under this Lease Agreement in the event of a default hereunder by
the City, to U.S. Bank Trust National Association, as trustee (the
"Trustee"), pursuant to that certain Assignment Agreement, dated as
of September 1, 1999, by and between the Authority and the Trustee;
WHEREAS, pursuant to that certain Trust Agreement, dated
as of September 1, 1999, by and among the City, the Authority and
the Trustee, the Trustee will execute and deliver certificates of
participation (the "Certificates") in the Lease Payments; and
WHEREAS, the proceeds of the Certificates, together with
other available moneys, will be applied by the City (i) to refund
those certain Certificates of Participation (1995 police Station
Project) , (ii) to refund those certain Certificates of
1
Participation (1987 South Valle Project), (iii) to fund a reserve
fund and capitalized interest fund and (iv) to pay delivery costs
incurred in connection with the execution, delivery and sale of the
Certificates; and
WHEREAS, all acts, conditions and things required by law
to exist, to have happened and to have been performed precedent and
in connection to the execution and delivery of this Lease Agreement
do exist, have happened and have been performed in regular and due
time, form and manner as required by law, and the parties hereto
are now duly authorized to execute and enter into this Lease
Agreement.
NOW THEREFORE, IN CONSIDERATION OF THE PREMISES AND OF
THE MUTUAL COVENANTS CONTAINED HEREIN AND FOR OTHER VALUABLE
CONSIDERATION, THE PARTIES HERETO DO HEREBY AGREE, AS FOLLOWS:
2
ARTICLE I
DEFINITIONS
Section 1.1. Definitions. Unless otherwise defined in
this Section 1.1, capitalized terms contained herein shall have the
meanings ascribed to them in the Trust Agreement dated the same
date hereof among the San Bernardino Joint Powers Financing
Authority (the "Authority"), the City of San Bernardino (the
"City") and U.S. Bank Trust National Association, as Trustee (the
("Trustee") (the "Trust Agreement") .
"Event of Default" means an event of default as defined
in Section 9.1 hereof.
"201 North E Street Site" means the ,real property and the
improvements thereon, all as more particularly described in
Exhibit A attached to this Lease Agreement.
3
ARTICLE II
REPRESENTATIONS, COVENANTS AND WARRANTIES
Section 2.1.
of the City. The City
Authority, as follows:
Representations, Coyenants and Warranties
represents, covenants and warrants to the
(a) Due Oroanization
municipal corporation and charter
under the laws of the State.
and Existence. The City is a
city, duly organized and existing
(b) Authorization. The laws of the State authorize the
City to enter into the 201 North E Street Site and Facility Lease,
the Agency Agreement, this Lease Agreement and the Trust Agreement
and to enter into the transactions contemplate~ by and to carry out
its obligations under all of the aforesaid agreements, the City has
duly authorized and executed all of the aforesaid agreements and
such agreements constitute the legal, valid and binding agreements
of the City, enforceable against the City in accordance with their
respective terms.
(c) No Violations. Neither the execution and delivery
of the 201 North E Street Site and Facility Lease, the Agency
Agreement, this Lease Agreement or the Trust Agreement, the
fulfillment of or compliance with the terms and conditions hereof
or thereof, nor the consummation of the transactions contemplated
hereby or thereby, conflicts with or results in a breach of the
terms, conditions or provisions of any restriction, agreement or
instrument to which the City is now a party or by which the City is
bound, constitutes a default under any of the foregoing, or results
in the creation or imposition of any lien, charge or encumbrances
whatsoever upon any assets of the City, or upon the 201 North E
Street Site, except Permitted Encumbrances.
(d) Execution and Delivery.
authorized and executed this Lease Agreement
laws of the State. The City represents that
Site is essential to its operations.
The City has duly
in accordance with the
the 201 North E Street
4
Section 2.2. Representations, Covenants and warranties
of Authoritv. The Authority represents, covenants and warrants to
the City, as follows:
(a) Due Oroanization and Existence. The Authority is a
joint powers authority, duly organized and existing under and by
virtue of the laws of the State; has power to enter into the 201
North E Street Site and Facility Lease, the Agency Agreement, this
Lease Agreement, the Assignment Agreement and the Trust Agreement;
is possessed of full power to own and hold, improve and equip real
and personal property and to lease and sell the samei has duly
authorized the execution and delivery of all of the aforesaid
agreements and such agreements constitute the legal, valid and
binding agreements of the Authority, enforceable against the
Authority in accordance with their respective terms.
(b) No Encumbrances. The Authority will not pledge the
Lease Payments or other amounts derived from the 201 North E Street
Site and from its other rights under this Lease Agreement and will
not mortgage or encumber the 201 North E Street Site, except as
provided under the ter~s of this Lease Agreement and the Trust
Agreement
(c) No Violations. Neither the execution and delivery
of the 201 North E Street Site and Facility Lease, the Agency
Agreement, this Lease Agreement, the Assignment Agreement or the
Trust Agreement, the fulfillment of or compliance with the terms
and conditions hereof or thereof, nor the consummation of the
transactions contemplated hereby or thereby, conflicts with or
results in a breach of the terms, conditions or provisions of any
restriction or any agreement or instrument to which the Authority
is now a party or by which the Authority is bound, constitutes a
default under any of the foregoing, or results in the creation or
imposition of any lien, charge or encumbrance whatsoever upon any
assets of the Authority, or upon the 201 North E Street Site,
except Permitted Encumbrances.
(d) No Assionments. Except as provided herein, the
Authority will not assign this Lease Agreement, its right to
receive Lease Payments from the City or its duties and obligations
hereunder to any other person, firm or corporation so as to impair
or violate the representations, covenants and warranties contained
in this Section 2.2.
5
(e) Title to 201 North E Street Site and the Facilitv:
Riqht of Entrv. The Authority warrants that it has, pursuant to
the 201 North E Street Site and Facility Lease, acquired, and is
owner of, leasehold title to the 201 North E Street Site and the
Facility.
(f) Execution and Deliverv. The Authority has duly
authorized and executed this Lease Agreement in accordance with the
laws of the State.
ARTICLE III
DEPOSIT OF MONEYS; ACQUISITION AND CONSTRUCTION
OF THE IMPROVEMENTS
Section 3.1. Deposit of Monevs. On the Closing Date,
the Authority shall cause to be deposited with the Trustee the
proceeds of sale of the Certificates. Pursuant to Section 2.07 of
the Trust Agreement, an amount equal to the Reserve Requirement
shall be deposited in the Reserve Fund, accrued interest on the
Certificates from September 1, 1999, shall be deposited into the
Interest Account, amounts estimated to be required to pay Delivery
Costs shall be deposited in the Delivery Costs Fund and amounts
necessary to fund the Capital Reserve Fund and Project Fund shall
be deposited into said funds all as provided in the Trust
Agreement. The Authority hereby agrees to direct that amounts in
the Funds and Accounts established under the Trust Agreement be
applied as provided therein.
6
ARTICLE IV
AGREEMENT TO LEASE; TERM OF THIS LEASE
AGREEMENT; LEASE PAYMENTS
Section 4.1. Lease. The Authority hereby leases the
201 North E Street Site to the City, and the City hereby leases the
201 North E Street Site from the Authority, upon the terms and
conditions set forth in this Lease Agreement.
Section 4.2. Term of Aoreement. The term of the Lease
Agreement shall commence on the date hereof, and shall end on
September 1, 2024, unless such term is extended as hereinafter
provided. If, on September 1, 2024, the Trust Agreement shall not
be discharged by its terms or if the Lease Payments payable
hereunder shall have been abated at any time, and for any reason,
then the term of the Lease Agreement shall be extended until there
has been deposited with the Trustee an amount sufficient to pay all
obligations due under the Lease Agreement, but in no event shall
the term of the Lease Agreement extend beyond September 1, 2034.
If, prior to September 1, 2024, the Trust Agreement shall be
discharged by its terms, the term of the Lease Agreement shall
thereupon end.
Section 4.3. Possession. The City currently has
possession of the 201 North E Street Site and possession of said
site subject hereto shall commence on the date of recording of this
Lease Agreement. The first Lease Payment shall be due on February
15, 2000.
Section 4.4.
Lease Payments.
(a) Oblioation to Pav. Subject to the provisions
of Articles VI and X hereof, the City agrees to pay to the
Authority, its successors and assigns, as rental for the use and
occupancy of the 201 North E Street Site during each Rental Period,
the Lease Payments (denominated into components of principal and
interest) in the respective amounts specified in ExhibitB hereto,
to be due and payable on February 15 and August 15 (each a "Lease
Payment Date") of each year commencing February 15, 2000. In the
event such day is not a Business Day, such payment shall be made on
the Business Day next preceding such date. Any amount held in the
7
Lease Payment Fund on any Lease Payment Date (other than amounts
resulting from the prepayment of the Lease Payments in part but not
in whole pursuant to Article X hereof and other than amounts
required for payment of Certificates not yet surrendered) shall be
credited toward the Lease Payment then due and payable; and no
Lease Payment need be made on any Lease Payment Date if the amounts
then held in the Lease Payment Fund are at least equal to the Lease
Payment then required to be paid. The Lease Payments for the 201
North E Street Site payable in any Rental Period shall be for the
use of the 201 North E Street Site' for such Rental Period.
(b) Effect of Prepayment. In the event that the
City prepays all remaining Lease Payments in full pursuant to
Article X hereof, the City'S obligations under this Lease Agreement
shall thereupon cease and terminate including, but not limited to,
the City's obligation to pay Lease Payments under this Section 4.4;
subject however, to the provisions of Secti~n 10.1 hereof in the
case of prepayment by application of a security deposit. In the
event that the City optionally prepays the Lease Payments in part
but not in whole pursuant to Section 10.2 hereof or pursuant to
Section 10.3 hereof as a result of any insurance or condemnation
award with respect to any portion of the 201 North E Street Site,
such prepayment shall be credited entirely toward the prepayment of
the Lease Payments as follows: (i) the principal components of each
remaining such Lease Payments shall be reduced in such order of
payment date as shall be designated by the City to the Trustee, and
if the City shall fail to so designate, pro rata among such payment
dates, in integral multiples of $5,000; and (ii) the interest
component of each remaining such Lease Payments shall be reduced by
the aggregate corresponding amount of interest which would
otherwise be payable with respect to the Certificates thereby
redeemed pursuant to Sections 4.01(a) or (b), as the case may be,
of the Trust Agreement.
(c) Rate on Overdue Pavments. In the event the
City should fail to make any of the payments required in this
Section 4.4, the payment in default shall continue as an obligation
of the City until the amount in default shall have been fully paid,
and the City agrees to pay the same with interest thereon, to the
extent permitted by law, from the date of corresponding Certificate
default to the date of payment at the rate of twelve percent
(12%) per annum. Such interest, if received, shall be deposited in
the Lease Payment Fund.
8
(d) Fair Rental Value. The Lease Payments for the
201 North E Street Site for each Rental Period shall constitute the
total rental for the 201 North E Street Site for each such Rental
Period and shall be paid by the City in each Rental Period for and
in consideration of the right of the use and occupancy, and the
continued quiet use and enjoyment, of the 201 North E Street Site
during each Rental Period. The parties hereto have agreed and
determined that the total Lease Payments for the 201 North E Street
Site do not exceed the fair rental value of the 201 North E Street
Site. In making such determination, consideration has been given
to the obligations of the parties under this Lease Agreement, the
uses and purposes which may be served by the 201 North E Street
Site, the total amounts which have been expended on the 201 North
E Street Site, the value of the real property and the benefits
therefrom which will accrue to the City and the general public.
(e) Source of Payments; Budoet and Appropriation.
Lease Payments shall be payable from any source of available funds
of the City, subject to the provisions of Articles VI and X hereof.
The City covenants to take such action as may be
necessary to include all Lease Payments due hereunder in each of
its budgets during the term of the Lease Agreement and to make the
necessary annual appropriations for all such Lease Payments. The
covenants on the part of the City herein contained shall be deemed
to be and shall be construed to be duties imposed by law and it
shall be the duty of each and every public official of the City to
take such action and do such things as are required by law in the
performance of the official duty of such officials to enable the
City to carry out and perform the covenants and agreements in this
Lease Agreement agreed to be carried out and performed by the City.
(f) Assionment. The City understands and agrees
that all Lease Payments have been assigned by the Authority to the
Trustee in trust, pursuant to the Assignment Agreement, for the
benefit of the Owners of the Certificates, and the City hereby
assents to such assignment. The Authority hereby directs the City,
and the City hereby agrees to pay to the Trustee at the Principal
Corporate Trust Office, all payments payable by the City pursuant
9
to this Section 4.4 and all amounts payable by the City pursuant to
Article X hereof.
Section 4.5. Ouiet Enlovrnent. During the term of the
Lease Agreement, the Authority shall provide the City with quiet
use and enjoyment of the 201 North E Street Site and the City
shall, during such term, peaceably and quietly have and hold and
enjoy the 201 North E Street Site without suit, trouble or
hindrance from the Authority, except as expressly set forth in this
Lease Agreement. The Authority will, at the request of the City
and at the City'S cost, join in any legal action in which the City
asserts its right to such possession and enjoyment to the extent
the Authority may lawfully do so. Notwithstanding the foregoing,
the Authority shall have the right to inspect the 201 North E
Street Site as provided in Section 7.2 hereof.
Section 4.6. Title. During the term of the Lease
Agreement, the Authority shall hold fee title to those portions of
the 201 North E Street Site which are newly acquired or constructed
(excluding real property acquired) and any and all additions which
comprise fixtures, repairs, replacements or modifications to the
201 North E Street Site, except for those fixtures, repairs,
replacements or modifications which are added to the 201 North E
Street Site by the City at its own expense and which may be removed
without damaging the 201 North E Street Site and except for any
items added to the 201 North E Street Site by the City pursuant to
Section 5.9 hereof.
If the City prepays the Lease Payments in full pursuant
to Article X hereof, or makes the security deposit permitted by
Section 10.1 hereof, or pays all Lease Payments during the term of
the Lease Agreement as the same become due and payable, all right,
title and interest of the Authority in and to the 201 North E
Street Site shall be transferred to and vested in the City. The
Authority agrees to take any and all steps and execute and record
any and all documents reasonably required by the City to consummate
any such transfer of title.
Section 4.7. Additional Pavrnents. In addition to the
Lease Payments, the City shall pay when due all costs and expenses
incurred by the City and the Authority to comply with the
provisions of the Trust Agreement, or otherwise arising from the
leasing of the 201 North E Street Site, including without
10
limitation all Delivery Costs (to the extent not paid from amounts
on deposit in the Delivery Costs
indemnification due to the Trustee and
auditors, attorneys and accountants.
11
Fund), compensation and
all costs and expenses of
ARTICLE V
MAINTENANCE; TAXES; INSURANCE; USE LIMITATIONS;
AND OTHER MATTERS
Section 5.1. Maintenance, Utilities, Taxes and
Assessments. Throughout the term of the Lease Agreement, as part
of the consideration for the rental of the 201 North E Street Site,
all improvement, repair and maintenance of the 201 North E Street
Site shall be the responsibility of the City and the City shall
pay, or otherwise arrange for the payment of, all utility services
supplied to the 201 North E Street Site which may include, without
limitation, janitor service, security, power, gas, telephone,
light, heating, water and all other utility services, and shall pay
for or otherwise arrange for the payment of the cost of the repair
and replacement of the 201 North E Street Site resulting from
ordinary wear and tear or want of care on th~ part of the City or
any assignee or sublessee thereof. In exchange for the Lease
Payments herein provided, the Authority agrees to provide only the
201 North E Street Site, as hereinbefore more specifically set
forth. The City waives the benefits of subsections 1 and 2 of
Section 1932 of the California Civil Code, but such waiver shall
not limit any of the rights of the City under the terms of this
Lease Agreement
The City shall also payor cause to be paid all taxes and
assessments of any type or nature, if any, charged to the Authority
or the City affecting the 201 North E Street Site or the respective
interests or estates therein; provided that with respect to special
assessments or other governmental charges that may lawfully be paid
in installments over a period of years, the City shall be obligated
to pay only such installments as are required to be paid during the
term of the Lease Agreement as and when the same become due.
The City may, at the City's expense and in its name, in
good faith contest any such taxes, assessments, utility and other
charges and, in the event of any such contest, may permit the
taxes, assessments or other charges so contested to remain unpaid
during the period of such contest and any appeal therefrom unless
the Authority shall notify the City that, in the opinion of
Independent Counsel, by nonpayment of any such items, the interest
of the Authority in the 201 North E Street Site will be materially
endangered or the 201 North E Street Site or any part thereof will
12
be subject to loss or forfeiture, in which event the City shall
promptly pay such taxes, assessments or charges or provide the
Authority with full security against any loss which may result from
nonpayment, in form satisfactory to the Authority and the Trustee.
Section 5.2. Modification of 201 North E Street Site.
The City shall, at its own expense, have the right to remodel the
201 North E Street Site or to make additions, modifications and
improvements to the 201 North E Street Site. All additions,
modifications and improvements to the 201 North E Street Site, but
not any additional buildings or improvements, shall thereafter
comprise part of the 201 North E Street Site and be subject to the
provisions of this Lease Agreement. Such additions, modifications
and improvements shall not in any way damage the 201 North E Street
Site, substantially alter its nature, cause the interest component
of Lease Payments to be subject to federal income taxes or cause
the 201 North E Street Site to be used for purposes other than
those authorized under the provisions of State and federal law; and
the 201 North E Street Site, upon completion of any additions,
modifications and improvements made thereto pursuant to this
Section 5.2, shall be of a value which is not substantially less
than the value of the 201 North E Street Site immediately prior to
the making of such additions, modifications and improvements. The
City will not permit any mechanic's or other lien to be established
or remain against the 201 North E Street Site for labor or
materials furnished in connection with any remodeling, additions,
modifications, improvements, repairs, renewals or replacements made
by the City pursuant to this Section 5.2; provided that if any such
lien is established and the City shall first notify the Authority
of the City's intention to do so, the City may in good faith
contest any lien filed or established against the 201 North E
Street Site, and in such event may permit the items so contested to
remain undischarged and unsatisfied during the period of such
contest and any appeal therefrom and shall provide the Authority
with full security against any loss or forfeiture which might arise
from the nonpayment of any such item, in form satisfactory to the
Authority. The Authority will cooperate fully in any such contest,
upon the request and at the expense of the City.
Section 5.3. Public Liabilitv and Propertv Damaqe
Insurance. The City shall maintain or cause to be maintained,
throughout the term of the Lease Agreement, insurance policies,
including a standard comprehensive general insurance policy or
13
policies in protection of the City, the Authority and the Trustee,
including their respective members, officers, agents and employees.
Said policy or policies shall provide for indemnification of said
parties against direct or contingent loss or liability for damages
for bodily and personal injury, death or property damage occasioned
by reason of the operation of the 201 North E Street Site. Said
policy or policies shall provide coverage in the minimum liability
limits of $1,000,000 for personal injury or death of each person
and $3,000,000 for personal injury or deaths of two or more persons
in each accident or event, and in a minimum amount of $100,000
(subject to a deductible clause of not to exceed $5,000) for damage
to property resulting from each accident or event. Such public
liability and property damage insurance may, however, be in the
form of a single limit policy in the amount of $3,000,000 covering
all such risks. Such liability insurance may be maintained as part
of or in conjunction with any other liability insurance coverage
carried by the City, and may be maintained in the form of insurance
maintained through a joint exercise of powers authority created for
such purpose or in the form of self-insurance by the City as
provided in Section 5.8 hereof. The Net Proceeds of such liability
insurance shall be applied toward extinguishment or satisfaction of
the liability with respect to which the insurance proceeds shall
have been paid.
Section 5.4. Fire and Extended Coveraqe Insurance. The
City shall procure and maintain, or cause to be procured and
maintained, throughout the term of the Lease Agreement, insurance
against loss or damage to any structures constituting part of the
201 North E Street Site by fire and lightning, with extended
coverage and vandalism and malicious mischief insurance. Said
extended coverage insurance shall, as nearly as practicable, cover
loss or damage by explosion, windstorm, riot, aircraft, vehicle
damage, smoke and such other hazards as are normally covered by
such insurance. Such insurance shall be in an amount equal to the
greater of (a) one hundred percent (100%) of the replacement cost
of the 201 North E Street Site, or (b) the aggregate principal
amount of the Outstanding Certificates. Such insurance may be
subject to deductible clauses of not to exceed $100,000 for anyone
loss. Such insurance may be maintained as part of or in
conjunction with any other fire and extended coverage insurance
carried by the City and may be maintained in whole or in part in
the form of insurance maintained through a joint exercise of powers
authority created for such purpose or in the form of self-insurance
14
by the City as provided in
such insurance shall
Section 6.2(a) hereof.
Section 5.8 hereof.
be applied
The Net Proceeds of
as provided in
The City agrees to procure and maintain, or cause to be
procured and maintained, throughout the term of the Lease
Agreement, insurance against earthquake loss or damage to the 201
North E Street Site in such amounts as an independent insurance
consultant shall annually determine is necessary to protect the
City for such rise. Such insurance may be subject to a deductible
clause of not to exceed ten percent (10%) for anyone loss. Such
insurance may be maintained as part of or in conjunction with any
other insurance coverage carried by the City. If the City cannot
purchase such insurance on the open market from reputable insurers
at reasonable cost, the City agrees to self-insure for such
coverage as provided in Section 5.8 hereof. The Net Proceeds of
such insurance shall be applied as provided in Sections 5.7 and
6.2(a) hereof.
Section 5.5. Rental Interruption Insurance. The City
shall procure and maintain through the term of the Lease Agreement,
rental interruption or use and occupancy insurance, if commercially
available, to cover loss, total or partial, of the use of any part
of the 201 North E Street Site during the term of the Lease
Agreement as a result of any of the hazards covered in the
insurance required by Section 5.4 hereof, in an amount at least
equal to two times the Reserve Requirement. The Net Proceeds of
such insurance shall be paid to the Trustee and deposited in the
Lease Payment Fund, and shall be credited toward the payment of the
Lease Payments in the order in which such Lease Payments would
otherwise become due and be payable. No self insurance shall be
permitted hereunder for rental interruption insurance.
Section 5.6. Title Insurance. The City shall provide,
at its own expense, on the Closing Date, a CLTA title insurance
policy in the amount of not less than the aggregate original
principal amount (but not maturity amount) of the Certificates
insuring the City's leasehold estate in the 201 North E Street
Site, subject only to Permitted Encumbrances. The Net Proceeds of
such insurance shall be applied as provided in
Section 6.2(c) hereof.
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Section 5.7. Insurance Net Proceeds; Form of Policies.
Each policy of insurance required by Sections 5.4, 5.5 and 5.6
hereof shall provide that all proceeds thereunder shall be payable
to the Bond Insurer or the Trustee as directed by the Bond Insurer.
All insurance policies shall be approved by a commercial insurer
rated "A" by Best or in the two highest rating categories of S & P
and Moody's. All policies shall name the Lessee, Lessor and
Trustee as insureds and name the Trustee as loss payee. The City
shall payor cause to be paid when due the premiums for all
insurance policies required by this Lease Agreement. The Trustee
shall not be responsible for the sufficiency of any insurance
herein required, including any forms of self-insurance and shall be
fully protected in accepting payment on account of such insurance
or any adjustment, compromise or settlement of any loss. The City
shall cause to be delivered annually on or before each September 1
to the Trustee and Bond Insurer a certification that all
requirements of this Lease Agreement with respect to insurance have
been met. .
Section 5.8 Self Insurance. With the approval of the
Bond Insurer, the City may maintain self insurance for purposes of
the insurance required by Section 5.3 and 5.4 hereof; provided
that:
(a) The City shall have the adequacy of any insurance
reserves maintained by the City or by a joint exercise of powers
authority, if applicable, reviewed at least annually, on or before
each September 1, by an independent insurance consultant;
(b)
sound basis
consultant to
not otherwise
The City shall maintain reserves on an actuarially
in accordance with the recommendations of such
the extent moneys are available for such purpose and
appropriated;
(c) The self insurance fund is held in a separate trust
fund by an independent trustee; and
(d)
discontinued,
maintained.
In the event that the self insurance program is
the actuarial soundness of the claim reserve must be
16
It is understood by the Trustee and the Bond Insurer that
on the Closing Date the City is self insured for the insurance
described in Sections 5.3 and 5.4 hereof.
Section 5.9. Installation of Citv's Eauipment. The
City may, at any time and from time to time in its sole discretion
and at its own expense, install or permit to be installed items of
equipment or other personal property in or upon any portion of the
201 North E Street Site. All such items shall remain the sole
property of the City in which neither the Authority nor the Trustee
shall have any interest and may be modified or removed by the City
at any time provided that the City shall repair and restore any and
all damage to the 201 North E Street Site resulting from the
installation, modification or removal of any such items. Nothing in
this Lease Agreement shall prevent the City from purchasing or
leasing items to be installed pursuant to this Section5.9 under a
lease or conditional sale agreement, or subject to a vendor's lien
or security agreement, as security for the unpaid portion of the
purchase price thereof, provided that no such lien or security
interest shall attach to any part of the 201 North E Street Site.
Section 5.10. Liens. The City shall not, directly or
indirectly, create, incur, assume or suffer to exist any mortgage,
pledge, lien, charge, encumbrance or claim on or with respect to
the 201 North E Street Site, other than the respective rights of
the Authority and the City as provided herein and Permitted
Encumbrances. Except as expressly provided in this Article V, the
City shall promptly, at its own expense, take such action as may be
necessary to duly discharge or remove any such mortgage, pledge,
lien, charge, encumbrance or claim, for which it is responsible, if
the same shall arise at any time. The City shall reimburse the
Authority for any expense incurred by it in order to discharge or
remove any such mortgage, pledge, lien, charge, encumbrance or
claim.
Section 5.11. Private Activitv Bond Limitation. The
City shall assure that proceeds of the Certificates are not so used
as to cause the Certificates or the Lease Agreement to satisfy the
private business tests of Section 141(b) of the Code or the private
loan financing test of Section 141(c) of the Code.
Section 5.12. Federal Guarantee Prohibition. The City
shall not take any action or permit or suffer any action to be
17
taken if the result of the same would be to cause any of the
Certificates or the Lease Agreement to be "federally guaranteed"
within the meaning of Section 149(b) of the Code.
Section 5.13. Maintenance of Tax-Exemption. The City
shall take all actions necessary to assure the exclusion of
interest with respect to the Certificates from the gross income of
the Owners of the Certificates to the same extent as such interest
is permitted to be excluded from gross income under the Code as in
effect on the Closing Date.
Section 5.14. Advances. If the City shall fail to
perform any of its obligations under this Article V, the Authority
may, but shall not be obligated to, take such action as ~ay be
necessary to cure such failure, including the advancement of money,
and the City shall be obligated to repay all such advances as soon
as possible, with interest at the rate of tw~lve percent (12%)per
annum from the date of the advance to the date of repayment.
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ARTICLE VI
DAMAGE, DESTRUCTION AND EMINENT DOMAIN; USE OF
NET PROCEEDS
Section 6.1. Eminent Domain. If all of the 201 North
E Street Site shall be taken permanently under the power of eminent
domain or sold to a government threatening to exercise the power of
eminent domain, the term of this Lease Agreement shall cease as of
the day possession shall be so taken. If less than all of the 201
North E Street Site shall be taken permanently, or if all of the
201 North E Street Site or any part thereof shall be taken
temporarily under the power of eminent domain, (1) this Lease
Agreement shall continue in full force and effect and shall not be
terminated by virtue of such taking and the parties waive the
benefit of any law to the contrary, and (2) there shall be a
partial abatement of Lease Payments as a result of the application
of the Net Proceeds of any eminent domain award to the prepayment
of the Lease Payments hereunder, in an amount to be agreed upon by
the City and the Authority such that the resulting Lease Payments
represent fair consideration for the use and occupancy of the
remaining usable portion of the 201 North E Street Site.
Section 6.2.
ADPlication of Net Proceeds.
(a) Insurance Award. The Net Proceeds of any
insurance award resulting from any damage to or destruction of any
portion of the 201 North E Street Site by fire or other casualty
shall be paid by the City to the Trustee, as assignee of the
Authority under the Assignment Agreement, deposited in the
Insurance and Condemnation Fund by the Trustee and applied as set
forth in Section 7.01 of the Trust Agreement.
(b) Eminent Domain Award. The Net Proceeds of any
eminent domain award resulting from any event described in
Section 6.1 hereof shall be paid by the City to the Trustee, as
assignee of the Authority under the Assignment Agreement, deposited
in the Insurance and Condemnation Fund and applied as set forth in
Section 7.02 of the Trust Agreement.
(c) Title Insurance. The Net Proceeds of any
title insurance award shall be paid to the Trustee, as assignee of
19
the Authority under the Assignment Agreement,
Insurance and Condemnation Fund and applied
Section 7.03 of the Trust Agreement.
deposited in the
as set forth in
Section 6.3. Abatement of Lease Payments in the Event
of Damaoe or Destruction. Lease Payments shall be abated during
any period in which, by reason of damage or destruction, there is
substantial interference with the use and occupancy by the City of
the 201 North E Street Site or any portion thereof (other than any
portions of the 201 North E Street Site described in Section 5.2
hereof) to the extent to be agreed upon by the City and the
Authority. The parties agree that the amounts of the Lease
Payments under such circumstances shall not be less than the
amounts of the unpaid Lease Payments as are then set forth in
Exhibit B, unless such unpaid amounts are determined to be greater
than the fair rental value of the portions of the Property not
damaged or destroyed (giving due consideration to the factors
identified in the last sentence of Section4.4(d)), based upon the
opinion of an MAl appraiser with expertise in valuing such
properties or other appropriate method of valuation, in which event
the Lease Payments shall be abated such that they represent said
fair rental value. Such abatement shall continue for the period
commencing with such damage or destruction and ending with the
substantial completion of the work of repair or reconstruction. In
the event of any such damage or destruction, this Lease Agreement
shall continue in full force and effect and the City waives any
right to terminate this Lease Agreement by virtue of any such
damage and destruction. Notwithstanding the foregoing, there shall
be no abatement of Lease Payments under this Section 6.3 to the
extent that (a) the proceeds of rental interruption insurance or
(b) amounts in the Reserve Fund and/or the Insurance and
Condemnation Fund and/or the Lease Payment Fund are available to
pay Lease Payments which would otherwise be abated under this
Section 6.3, it being hereby declared that such proceeds and
amounts constitute special funds for the payment of the Lease
Payments.
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ARTICLE VII
DISCLAIMER OF WARRANTIES; ACCESS;
INDEMNIFICATION
Section 7.1. Disclaimer of Warranties. THE AUTHORITY
MAKES NO WARRANTY OR REPRESENTATION EITHER EXPRESS OR IMPLIED, AS
TO THE VALUE, DESIGN, CONDITION, MERCHANTABILITY OR AS TO THE
FITNESS FOR ANY PARTICULAR PURPOSE OR FITNESS FOR THE USE
CONTEMPLATED BY THE CITY OF THE 201 North E Street SITE OR ANY
OTHER REPRESENTATION OR WARRANTY WITH RESPECT TO THE 201 North E
Street SITE. IN NO EVENT SHALL THE AUTHORITY BE LIABLE FOR
INCIDENTAL, INDIRECT, SPECIAL OR CONSEQUENTIAL DAMAGES IN
CONNECTION WITH OR ARISING OUT OF THE SITE AND FACILITY LEASE, THE
AGENCY AGREEMENT, THIS LEASES AGREEMENT OR THE TRUST AGREEMENT FOR
THE EXISTENCE, FURNISHING, FUNCTIONING OR THE CITY'S USE OF THE 201
North E Street SITE.
Section 7.2. Access to the 201 North E Street Site.
The City agrees that the Authority and any Authority
Representative, and the Authority'S successors or assigns, shall
have the right at all reasonable times to enter upon and to examine
and inspect the 201 North E Street Site. The City further agrees
that the Authority, any Authority Representative, and the
Authority's successors or assigns shall have such rights of access
to the 201 North E Street Site as may be reasonably necessary to
cause the proper maintenance of the 201 North E Street Site in the
event of failure by the City to perform its obligations hereunder.
Section 7.3. Release and Indemnification Covenants.
The City shall and hereby agrees to indemnify and save the
Authority and its officers, agents, successors and assigns harmless
from and against all claims, losses and damages, including legal
fees and expenses, arising out of (i) the use, maintenance,
condition or management of, or from any work or thing done on the
201 North E Street Site by the City, (ii) any breach or default on
the part of the City in the performance of any of its obligations
under this Lease Agreement, (iii) any act or omission of the City
or of any of its agents, contractors, servants, employees or
licensees with respect to the 201 North E Street Site, (iv) any act
or omission of any sublessee of the City with respect to the 201
North E Street Site, or (v) the payment of Delivery Costs. No
indemnification is made under this Section 7.3 or elsewhere in this
21
Lease Agreement for willful misconduct, negligence or breach of
duty under this Lease Agreement by the Authority, its officers,
agents, employees, successors or assigns.
22
ARTICLE VIII
ASSIGNMENT, SUBLEASING AND AMENDMENT
Section 8.1. Assiqnment by the Authority. The
Authority's rights under this Lease Agreement, including the right
to receive and enforce payment of the Lease Payments to be made by
the City under this Lease Agreement, have been assigned to the
Trustee pursuant to the Assignment Agreement.
Section 8.2. Assiqnment and Subleasinq by the City.
This Lease Agreement may not be assigned by the City. The City may
sublease the 201 North E Street Site or any portion thereof, but
only with the prior written consent of the Authority and the Bond
Insurer and subject to all of the following conditions:
(i) This Lease Agreement and the obligation of the
City to make Lease Payments hereunder shall remain
obligations of the City;
(ii) The City shall, within (30) days after the
delivery thereof, furnish or cause to be furnished to the
Authority and the Trustee a true and complete copy of
such sublease;
(iii) No such sublease shall cause the 201 North E
Street Site to be used for a purpose other than as may be
authorized under the provisions of the Constitution and
laws of the State; and
(iv) The City shall furnish the Authority and the
Trustee with a written opinion of nationally-recognized
Bond Counsel, which shall be an Independent Counsel,
stating that such sublease does not cause the interest
components of the Lease Payments to become subject to
federal income taxes or State personal income taxes.
Section 8.3.
Amendment of this Lease Aqreement.
(a) Substitution of 201 North E Street Site. Upon
the prior written consent of the Bond Insurer (which may be given
in its sole discretion), the City shall have, and is hereby
granted, the option at any time and from time to time during the
23
term of the Lease Agreement to substitute other land (a "Substitute
Site") and/or a substitute facility or substitute facilities (a
"Substitute Facility") for the Site (the "Former Site"), or a
portion thereof, and/or the Facility (the "Former Facility"), or a
portion thereof, provided that the City shall satisfy all of the
following requirements which are hereby declared to be conditions
precedent to such substitution:
(i) The City shall file with the Authority, the
Trustee and Bond Insurer an amended ExhibitA to the 201
North E Street Site and Facility Lease which adds thereto
a description of such Substitute Site and/or Substitute
Facility and deletes therefrom the description of the
Former Site;
(ii) The City shall file with the Authority, the
Trustee and Bond Insurer an amended Exhibit A to this
Lease Agreement which adds thereto a description of such
Substitute Site and/or Substitute Facility and deletes
therefrom the description of the Former Site;
(iii) The City shall certify in writing to the
Authority, the Trustee and Bond Insurer that such
Substitute Site and/or Substitute Facility serve the
purposes of the City, constitutes property that is
unencumbered, subject to Permitted Encumbrances, and
constitutes property which the City is permitted to lease
under the laws of the State;
(iv) The City delivers to the Trustee, the
Authority and the Bond Insurer an MAl fair market
appraisal evidencing that the Substitute Site and/or
Substitute Facility are of equal or greater market and
fair rental value than the Former Site and Former
Facility;
(v) The Substitute Site and/or Substitute Facility
shall not cause the City to violate any of its covenants,
representations and warranties made herein and in the
Trust Agreement;
(vi) The City shall obtain an amendment to the
title insurance policy required pursuant to Section 5.6
24
hereof which adds thereto a description of the Substitute
Site and deletes therefrom the description of the Former
Site; and
(vii) The City shall certify that the Substitute
Site and/or the Substitute Facility is of the same or
greater essentiality to the City as was the Former Site
and/or the Former Facility.
(b) Release of 201 North E Street Site. Upon the
prior written consent of the Bond Insurer (which may be given in
its sole discretion), the City shall have, and is hereby granted,
the option at any time and from time to time during the term of the
Lease Agreement to release any portion of the 201 North E Street
Site, provided that the City shall satisfy all of the following
requirements which are hereby declared to be conditions precedent
to such release:
(i) The City shall file with the Authority, the
Trustee and the Bond Insurer an amended ExhibitA to the
201 North E Street Site and Facility Lease which
describes the 201 North E Street Site, as revised by such
release;
(ii) The City shall file with the Authority and the
Trustee an amended Exhibit A to this Lease Agreement
which describes the 201 North E Street Site, as revised
by such release;
(iii) The City delivers to the Trustee and the
Authority and the Bond Insurer an MAl fair market
appraisal evidencing that the 201 North E Street Site, as
revised by such release, is of a value at least equal to
the value of the 201 North E Street Site as of the
Closing Date and of a fair rental value at least equal to
the remaining Lease Payments; and
(iv) The City shall obtain an amendment to the
title insurance policy required pursuant to Section 5.6
hereof which describes the 201 North E Street Site, as
revised by such release.
25
(c) Additional Lease Pavments. Upon the written
consent of the Bond Insurer, the City shall have, and is hereby
granted, the option at any time and from time to time during the
term of the Lease Agreement to amend this Lease Agreement to
provide for the payment of additional lease payments for the use
and occupancy of the 201 North E Street Site, provided that:
(i) such additional lease payments do not cause the
total lease payments made by the City for the use and
occupancy of the 201 North E Street Site to exceed the
fair rental value of the 201 North E Street Site, based
upon the opinion of an MAI appraiser with expertise in
valuing such properties or other appropriate method of
valuation;
(ii) the City shall have obtained, and filed with
the Authority and the Trustee, an appraisal of the 201
North E Street Site, prepared by an MAI appraiser with
expertise in valuing such properties, showing that the
estimated fair market value of the 201 North E Street
Site is not less than the aggregate unpaid principal
components of the Lease Payments and the aggregate
principal components of such additional lease payments;
and
(iii) such additional lease payments are pledged or
assigned for the payment of any bonds, notes, leases or
other obligations the proceeds of which shall be applied
to finance the construction or acquisition of land,
facilities or other improvements which are authorized
pursuant to law.
(d) Generallv. Neither the City nor the Authority
will alter, modify or cancel, or agree or consent to alter, modify
or cancel this Lease Agreement, except in connection with a
substitution or release permitted by this Section 8.3 and as may be
permitted by Article X of the Trust Agreement.
26
ARTICLE IX
EVENTS OF DEFAULT AND REMEDIES
Section 9.1. Events of Default Defined. The following
shall be "Events of Default" under this Lease Agreement and the
terms "Events of Default" and "Default" shall mean, whenever they
are used in this Lease Agreement, anyone or more of the following
events:
(a) Failure by the City to pay any Lease Payment
or other payment required to be paid hereunder at the time
specified hereunder.
(b) Failure by the City to observe and perform any
covenant, condition or agreement on its part to be observed or
performed under this Lease Agreement or under the Trust Agreement,
other than as referred to in clause (a) of this Section 9.1, for a
period of thirty (30) days after written notice specifying such
failure and requesting that it be remedied has been given to the
City by the Authority, the Trustee, or the Owners of not less than
five percent (5%) in aggregate principal amount of Certificates
then outstanding; provided, however, if the failure stated in the
notice can be corrected, but not within the applicable period, the
Authority, the Trustee and such Owners shall not unreasonably
withhold their consent to an extension of such time if corrective
action is instituted by the City within the applicable period and
diligently pursued until the Default is corrected.
(c) Failure of the officers of the City to request
that Lease Payments be included in the annual budget of the City.
(d) The filing by the City of a voluntary petition
in bankruptcy, or failure by the City promptly to lift any
execution, garnishment or attachment, or adjudication of the City
as a bankrupt, or assignment by the City for the benef it of
creditors, or the entry by the City into an agreement of
composition with creditors, or the approval by a court of competent
jurisdiction of a petition applicable to the City in any
proceedings instituted under the provisions of the Federal
Bankruptcy Act, as amended, or under any similar acts which may
hereafter be enacted.
27
Section 9.2. Remedies on Default. Whenever any Event
of Default referred to in Section 9.1 hereof shall have happened
and be continuing, it shall be lawful for the Authority to exercise
any and all remedies available pursuant to law or granted pursuant
to this Lease Agreement; provided, however, that notwithstanding
anything herein or in the Trust Agreement to the contrary, there
shall be no right under any circumstances to accelerate the Lease
Payments or otherwise declare any Lease Payments not then in
Default to be currently due and payable. Each and every covenant
hereof to be kept and performed by the City is expressly made a
condition and upon the breach thereof the Authority may exercise
any and all rights of entry and reentry upon the 201 North E Street
Site, and also, at its option, with or without such entry, may
terminate this Lease Agreement; provided, that no such termination
shall be effected either by operation of law or acts of the parties
hereto, except only in the manner herein expressly provided. In the
event of such Default and notwithstanding any reentry by the
Authority, the City shall, as herein expressly provided, continue
to remain liable for the payment of the Lease Payments and/or
damages for breach of this Lease Agreement and the performance of
all conditions herein contained and, in any event such rent and/or
damages shall be payable to the Authority at the time and in the
manner as herein provided, specifically:
(a) In the event the Authority does not elect to
terminate this Lease Agreement in the manner hereinafter provided
for in subparagraph (b) hereof, the City agrees to and shall remain
liable for the payment of all Lease Payments and the performance of
all conditions herein contained and shall reimburse the Authority
for any deficiency arising out of the releasing of the 201 North E
Street Site, or, in the event the Authority is unable to re-lease
the 201 North E Street Site, then for the full amount of all Lease
Payments to the end of the term of the Lease Agreement, but said
Lease Payments and/or deficiency shall be payable only at the same
time and in the same manner as hereinabove provided for the payment
of Lease Payments hereunder, notwithstanding such entry or reentry
by the Authority or any suit in unlawful detainer, or otherwise,
brought by the Authority for the purpose of effecting such reentry
or obtaining possession of the 201 North E Street Site or the
exercise of any other remedy by the Authority. The City hereby
irrevocably appoints the Authority as the agent and attorney-in-
fact of the City to enter upon and re-lease the 201 North E Street
Site in the Event of Default by the City in the performance of any
28
covenants herein contained to be performed by the City and to
remove all personal property whatsoever situated upon the 201 North
E Street Site, to place such property in storage or other suitable
place in the County of San Bernardino, California, for the account
of and at the expense of the City, and the City hereby exempts and
agrees to save harmless the Authority from any costs, loss or
damage whatsoever arising or occasioned by any such entry upon and
re-leasing of the 201 North E Street Site and the removal and
storage of such property by the Authority or its duly authorized
agents in accordance with the provisions herein contained. The
City hereby waives any and all claims for damages caused or which
may be caused by the Authority in reentering and taking possession
of the 201 North E Street Site as herein provided and all claims
for damages that may result from the destruction of or injury to
the 201 North E Street Site and all claims for damages to or loss
of any property belonging to the City that may be in or upon the
201 North E Street Site. The City agrees that the terms of this
Lease Agreement constitute full and sufficient notice of the right
of the Authority to re-lease the 201 North E Street Site in the
event of such reentry without effecting a surrender of this Lease
Agreement, and further agrees that no acts of the Authority in
effecting such re-leasing shall constitute a surrender or
termination of this Lease Agreement irrespective of the term for
which such releasing is made or the terms and conditions of such
re-leasing, or otherwise, but that, on the contrary, in the event
of such Default by the City the right to terminate this Lease
Agreement shall vest in the Authority to be effected in the sole
and exclusive manner hereinafter provided for in paragraph
(b) hereof. The City further waives the right to any rental
obtained by the Authority in excess of the Lease Payments and
payments due pursuant to Section4.7 hereof and hereby conveys and
releases such excess to the Authority as compensation to the
Authority for its services in releasing the 201 North E Street
Site.
(b) In an Event of Default hereunder, the
Authority at its option may terminate this Lease Agreement and re-
lease all or any portion of the 201 North E Street Site. In the
event of the termination of this Lease Agreement by the Authority
at its option and in the manner hereinafter provided on account of
Default by the City (and notwithstanding any reentry upon the 201
North E Street Site by the Authority in any manner whatsoever or
the re-leasing of the 201 North E Street Site), the City
29
nevertheless agrees to pay to the Authority all costs, loss or
damages howsoever arising or occurring payable at the same time and
in the same manner as is herein provided in the case of payment of
Lease Payments. Any surplus received by the Authority from such re-
leasing shall be credited toward the Lease Payments next coming due
and payable. Neither notice to pay rent or to deliver up possession
of the premises given pursuant to law nor any proceeding in
unlawful detainer taken by the Authority shall of itself operate to
terminate this Lease Agreement, and no termination of this Lease
Agreement on account of Default by the City shall be or become
effective by operation of law, or otherwise, unless and until the
Authority shall have given written notice to the City of the
election on the part of the Authority to terminate this Lease
Agreement. The City covenants and agrees that no surrender of the
201 North E Street Site and/or of the remainder of the term of the
Lease Agreement or any termination of this Lease Agreement shall be
valid in any manner or for any purpose whatsoever unless stated or
accepted by the Authority by such written notice.
Section 9.3. No Remedv Exclusive. No remedy herein
conferred upon or reserved to the Authority is intended to be
exclusive and every such remedy shall be cumulative and shall be in
addition to every other remedy given under this Lease Agreement now
or hereafter existing at law or in equity. No delay or omission to
exercise any right or power accruing upon any Default shall impair
any such right or power or shall be construed to be a waiver
thereof, but any such right and power may be exercised from time to
time and as often as may be deemed expedient. In order to entitle
the Authority to exercise any remedy reserved to it in this Article
it shall not be necessary to give any notice, other than such
notice as may be required in this Article IX or by law.
Section 9.4. Aqreement to Pay Attornevs' Fees and
Expenses. In the event either party to this Lease Agreement should
default under any of the provisions hereof and the non-defaulting
party should employ attorneys or incur other expenses for the
collection of moneys or the enforcement or performance or
observance of any obligation or agreement on the part of the
defaulting party herein contained, the defaulting party agrees that
it will on demand therefor pay to the non-defaulting party the
reasonable fees of such attorneys and such other expenses so
incurred by the non-defaulting party.
30
Section 9.5. No Additional Waiver Implied bv One
Waiver. In the event any agreement contained in this Lease
Agreement should be breached by either party and thereafter waived
by the other party, such waiver shall be limited to the particular
breach so waived and shall not be deemed to waive any other breach
hereunder.
Section 9.6. Application of Proceeds. All net proceeds
received from the re-lease or other disposition of the 201 North E
Street Site under this Article IX, and all other amounts derived by
the Authority or the Trustee as a result of an Event of Default
hereunder, shall be transferred to the Trustee promptly upon
receipt thereof and after payment of all fees and expenses of the
Trustee, including attorneys fees, shall be deposited by the
Trustee in the Lease Payment Fund to be applied as specified in
Section 13.03 of the Trust Agreement.
Section 9.7. Trustee and Certificate Owners to Exercise
Riohts. Such rights and remedies as are given to the Authority
under this Article IX have been assigned by the Authority to the
Trustee under the Trust Agreement, to which assignment the City
hereby consents. Such rights and remedies shall be exercised by the
Trustee and the Owners of the Certificates as provided in the Trust
Agreement and herein.
31
ARTICLE X
PREPAYMENT OF LEASE PAYMENTS
Section 10.1. Security Deposit. Notwithstanding any
other provision of this Lease Agreement, the City may, on any date,
secure the payment of all or a portion of the Lease Payments
remaining due by an irrevocable deposit with the Trustee or an
escrow holder under an escrow deposit and trust agreement as
referenced in Section 14.01(b) of the Trust Agreement, of: (a) in
the case of a security deposit relating to all Lease Payments,
either (i) cash in an amount which, together with amounts on
deposit in the Lease Payment Fund, the Insurance and Condemnation
Fund and the Reserve Fund, is sufficient to pay all unpaid Lease
Payments, including the principal and interest components thereof,
in accordance with the Lease Payment schedule set forth in
Exhibit B, or (ii) Defeasance Obligations in such amount as will,
in the written opinion of an independent certified public
accountant or other firm of recognized experts in such matters,
together with interest to accrue thereon and, if required, all or
a portion of moneys or Federal Securities or cash then on deposit
and interest earnings thereon in the Lease Payment Fund, the
Insurance and Condemnation Fund and the Reserve Fund, be fully
sufficient to pay all unpaid Lease Payments on their respective
Lease Payment Dates; or (b) in the case of a security deposit
relating to a portion of the Lease Payments, a certificate executed
by the City Representative (or such officer's designee, such
designation to be evidenced by a writing delivered to the
Trustee) designating the portion of the Lease Payments to which the
deposit pertains, and either (i) cash in an amount which is
sufficient to pay the portion of the Lease Payments designated in
such City Representative's (or such officer's designee's)
designation, such designation to be evidenced by a writing
delivered to the Trustee) certificate, including the principal and
interest components thereof, or (ii) Defeasance Obligations in such
amount as will, together with interest to be received thereon, if
any, in the written opinion of an independent certified public
accountant or other firm of recognized experts in such matters, be
fully sufficient to pay the portion of the Lease Payments
designated in the aforesaid City Representative's (or such
officer's designee's, such designation to be evidenced by a writing
delivered to the Trustee) certificate.
32
In the event of a deposit pursuant to this Section 10.1
as to all Lease Payments and the payment of all fees, expenses and
indemnifications owed to the Trustee, all obligations of the City
under this Lease Agreement shall cease and terminate, excepting
only the obligation of the City to make, or cause to be made, all
payments from the deposit made by the City pursuant to this
Section 10.1, and title to the 201 North E Street Site shall vest
in the City on the date of said deposit automatically and without
further action by the City or the Authority. Said deposit and
interest earnings thereon shall be deemed to be and shall
constitute a special fund for the payments provided for by this
Section 10.1 and said obligation shall thereafter be deemed to be
and shall constitute the installment purchase obligation of the
City for the 201 North E Street Site. Upon said deposit, the
Authority will execute or cause to be executed any and all
documents as may be necessary to confirm title to the 201 North E
Street Site in accordance with the provisions hereof. In addition,
the Authority hereby appoints the City as its agent to prepare,
execute and file or record, in appropriate offices, such documents
as may be necessary to place record title to the 201 North E Street
Site in the City.
Section 10.2. Prepayment Option. The Authority hereby
grants an option to the City to prepay the principal component of
the Lease Payments attributable to the Certificates in full, or in
part, together with a premium represented by a percentage of the
portion of such principal component of Lease Payments attributable
to the Certificates prepaid equal to the percentages set forth
below:
Prepayment Date
Prepayment Premium
August 15, 2009 through August 14, 2010
August 15, 2010 through August 14, 2011
August 15, 2011 and thereafter
102%
101%
100%
Said option may be exercised with respect to payments
attributable to the Certificates due on and after September 1,
2009, in whole at any time, or in part on any Lease Payment Date,
commencing August 15, 2009. Said option shall be exercised by the
City by giving written notice to the Authority and the Trustee of
33
the exercise of such option at least sixty (60) days prior to said
payment date. Such option shall be exercised in the event of
prepayment in full, by depositing with said notice cash in an
amount, which, together with amounts then on deposit in the Reserve
Fund, the Insurance and Condemnation Fund and the Lease Payment
Fund, will be sufficient to pay the aggregate unpaid component of
the Lease Payments attributable to the Certificates on said payment
date, together with any Lease Payments attributable to the
Certificates then due but unpaid, or, in the event of prepayment in
part, by depositing with said notice cash in an amount divisible by
$5,000 equal to the amount desired to be prepaid together with any
Lease Payments attributable to the Certificates then due but
unpaid. In the event of prepayment in part, the partial prepayment
shall be applied against Lease Payments in such manner as the City
shall determine and if the City shall fail to make such
determination, pro rata among their payment dates. Lease Payments
attributable to the Certificates due after any such partial
prepayment shall be in the amounts set forth in a revised Lease
Payment schedule which shall be provided by, or caused to be
provided by, the City to the Trustee and which shall represent an
adjustment to the schedule set forth in Exhibit B attached hereto
taking into account said partial prepayment.
Section 10.3. Mandatorv Prepayment From Net Proceeds of
Insurance. Title Insurance or Eminent Domain. The City shall be
obligated to prepay the Lease Payments allocable to the 201 North
E Street Site, in whole on any date or in part on any Lease Payment
Date, from and to the extent of any Net Proceeds of an insurance,
title insurance or condemnation award with respect to the 201 North
E Street Site theretofore deposited in the Lease Payment Fund for
such purpose pursuant to Article VI hereof and Article VII of the
Trust Agreement. The City and the Authority hereby agree that such
Net Proceeds shall be applied first to the payment of any
delinquent Lease Payments, and thereafter shall be credited toward
the City's obligations under this Section 10.3. Lease Payments due
after any such partial prepayment shall be in the amounts set forth
in a revised Lease Payment schedule which shall be provided by, or
caused to be provided by, the City to the Trustee and which shall
represent an adjustment to the schedule set forth in Exhibit B
attached hereto taking into account said partial prepayment
event
Section 10.4.
of prepayment of
Credit for Amounts on Deposit. In the
the principal components of the Lease
34
Payments in full under this Article X, such that the Trust
Agreement shall be discharged by its terms as a result of such
prepayment, remaining amounts on deposit in the Lease Payment Fund,
if any, or the Reserve Fund shall be credited toward the amounts
then required to be so prepaid.
35
ARTICLE XI
MISCELLANEOUS
Section 11.1. Notices. All notices, certificates or
other communications hereunder shall be sufficiently given and
shall be deemed to have been received 48 hours after deposit in the
United States mail in first class form with postage fully prepaid:
If to the City:
City of San Bernardino
300 North "D" Street
San Bernardino, CA 92418
Attn: City Representative
If to the Authority:
San Bernardino Joint Powers
Financing Authority
201 North "E" Street, Third Floor
San Bernardino, CA 92401
Attn: Executive Director
If to the Trustee:
U.S. Bank Trust,
National Association
Corporate Trust Dept., Suite 3020
550 South Hope Avenue
Los Angeles, CA 90071
If to the Bond Insurer:
MBIA Insurance Corporation
113 King Street
Armonk, New York 10504
Attn: Insured Portfolio Management Dept.
The Authority, the City and the Trustee, by notice given
hereunder, may designate different addresses to which subsequent
notices, certificates or other communications will be sent.
Section 11.2. Bindinq Effect.
shall inure to the benefit of and shall
Authority and the City and their respective
This Lease Agreement
be binding upon the
successors and assigns.
Section 11.3. Severabilitv. In the event any provision
of this Agreement shall be held invalid or unenforceable by any
36
court of competent jurisdiction, such holding shall not invalidate
or render unenforceable any other provision hereof.
Section 11.4. Net-net-net Lease. This Lease Agreement
shall be deemed and construed to be a "net-net-net lease" and the
City hereby agrees that the Lease Payments shall be an absolute net
return to the Authority, free and clear of any expenses, charges or
set-offs whatsoever.
Section 11.5. Further Assurances and Corrective
Instruments. The Authority and the City agree that they will, from
time to time, execute, acknowledge and deliver, or cause to be
executed, acknowledged and delivered, such supplements hereto and
such further instruments as may reasonably be required for
correcting any inadequate or incorrect description of the 201 North
E Street Site hereby leased or intended so to be or for carrying
out the expressed intentions of this Lease Agreement.
Section 11.6. Execution in Counterparts. This Lease
Agreement may be executed in several counterparts, each of which
shall be an original and all of which shall constitute but one and
the same instrument.
Section 11.7. Applicable law. This Lease Agreement
shall be governed by and construed in accordance with the laws of
the State.
Section 11.8. Authoritv and Citv Representatives.
Whenever under the provisions of this Lease Agreement the approval
of the Authority or the City is required, or the Authority or the
City is required to take some action at the request of the other,
such approval or such request shall be given for the Authority by
an Authority Representative and for the City by a City
Representative, and each party hereto shall be authorized to rely
upon any such approval or request.
Section 11.9. Captions. The captions or headings in
this Lease Agreement are for convenience only and in no way define,
limit or describe the scope or intent of any provisions or
section of this Lease Agreement.
37
IN WITNESS WHEREOF, the Authority has caused this Lease
Agreement to be executed in its corporate name by its duly
authorized officers and sealed with its seal; and the City has
caused this Lease Agreement to be executed in its name by its duly
authorized officers and sealed with its seal, as of the date first
above written.
CITY OF SAN BERNARDINO
By:~~h.~
C'ty Clerk
ATTEST:
SAN BERNARDINO JOINT POWERS
FINANCING AUTHORITY
By: (?~ At. C(&.~
~retary
ATTEST:
S3EO\lBO\DOC\016.1
34
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
On September 28. 1999 before me, Lisa A. Gomez.
Notary Public, personally appeared Judith Valles. personally known to me (ef
provea to me on the basis of satisfactory oviaonoo) to be the person~ whose nam~
iSfafe subscribed to the within instrument and acknowledged to me that Re,/shc/thoy
executed the same in ffi&/herAReif authorized capacity~, and that by J:H&lherAReif
signature~ on the instrument the person~, or the entity upon behalf of which the
personfst acted, executed the instrument.
WITNESS my hand and official seal.
_....ft. *t:..A A't
~~AAGOMa
, ~ Commission # 1198927 z
:< 'II . Notary Public' California ~
i .. Son Bernardino County
. Myccmm.ElqjresOctI8.2Xl2 .
'- -
(Seal)
EXHIBIT A
DIVISION THREE:
PARCEL NO. lA:
THAT PORTION OF BLOCK 13, CITY OF SAN BERNARDINO, IN THE CITY OF SAN
BERNARDINO, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER MAP RECORDED
IN BOOK 7 PAGE 1 OF MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY,
DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE EAST LINE OF "E" STREET WITH THE NORTH
LINE OF "2ND" STREET AS DESCRIBED IN THAT CERTAIN DEED TO THE CITY OF SAN
BERNARDINO RECORDED MAY 21, 1970 IN BOOK 7447 PAGE 275 OFFICIAL RECORDS OF
SAID COUNTY;
THENCE SOUTH 890 56' 00" EAST ALONG SAID NORTH LINE 11l.67 FEET;
THENCE NORTH 450 04' 11" EAST 9.90 FEET;
THENCE NORTH 00 04' 11" EAST 112.21 FEET;
THENCE NORTH 150 04' 11" EAST 100.46 FEET;
THENCE NORTH 00 04' 11" EAST 11l.75 FEET TO A LINE PARALLEL WITH AND DISTANT
225.92 FEET SOUTHERLY MEASURED AT RIGHT ANGLES, FROM THAT CERTAIN COURSE
RECITED AS "NORTH 890 55' 49" WEST 206.48 FEET" IN THE BOUNDARY DESCRIBED IN
DEED TO THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, CALIFORNIA
RECORDED JUNE 4, 1970 IN BOOK 7455 PAGE 214 OFFICIAL RECORDS OF SAID COUNTY;
THENCE NORTH 890 55' 49" WEST ALONG SAID PARALLEL LINE l37.19 FEET TO SAID EAST
LINE OF "E" STREET;
THENCE SOUTH 30 57' 51" WEST ALONG SAID EAST LINE 116.07 FEET;
THENCE CONTINUING ALONG SAID EAST LINE SOUTH 00 02' 25" EAST 212.20 FEET TO THE
POINT OF BEGINNING.
ALSO KNOWN AS PARCEL NO. 27 OF PARCEL MAP NO. 688 IN THE CITY OF SAN
BERNARDINO, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER MAP RECORDED
IN BOOK 25 OF PARCEL MAPS, PAGES 47 TO 58 INCLUSIVE, IN THE OFFICE OF THE
COUNTY RECORDER OF SAID COUNTY.
PARCEL NO. lB:
TOGETHER WITH AN EASEMENT FOR VEHICULAR INGRESS AND EGRESS OVER THAT PORTION
OF SAID BLOCK 13 DESCRIBED AS FOLLOWS:
COMMENCING AT SAID INTERSECTION OF THE EAST LINE OF "E" STREET WITH THE NORTH
LINE OF "2ND" STREET;
THENCE SOUTH 890 56' 00" EAST ALONG SAID NORTH LINE 111.67 FEET TO THE TRUE
POINT OF BEGINNING;
THENCE NORTH 450 04' 11" EAST ALONG THE EAST LINE OF THE ABOVE DESCRIBED PARCEL
9.90 FEET;
THENCE CONTINUING ALONG SAID EAST LINE NORTH 00 04' 11" EAST 112.21 FEET;
THENCE CONTINUING ALONG SAID EAST LINE NORTH 150 04' 11" EAST 100.46 FEET;
THENCE CONTINUING ALONG SAID EAST LINE NORTH 00 04' 11" EAST 11. 75 FEET TO THE
NORTH LINE OF SAID PARCEL;
THENCE SOUTH 890 55' 49" EAST ALONG THE EASTERLY PROLONGATION OF SAID NORTH
LINE 30.50 FEET;
THENCE SOUTH 00 04' 11" WEST 138.74 FEET;
THENCE SOUTH 150 04' 11" WEST 113.98 FEET;
THENCE SOUTH 00 04' 11" WEST 79.16 FEET TO SAID NORTH LINE OF "2ND" STREET;
THENCE NORTH 890 57' 00" WEST 34.00 FEET TO THE POINT OF BEGINNING.
CHICAGO TITle CO.
RECORDIN~ R~VESTED BY
AND WHEN RECORDED
RETURN TO:
Recorded in Official Records, County of
San Bernardino, Larry Walker, Recorder
Doc No. 19990408316
08:00am 09/29/99
U. S. BANK TRUST NATIONAL AsSOCIATION C,
SABO & GREEN
23801 CALABASAS ROAD,
SUITE 1015
CALABASAS, CALIF. 91302
Chicago HUe ~
~ ~~1
(Space Above for Recorder's Use)
DEED OF TRUST, SECURITY AGREEMENT,
ASSIGNMENT OF LEASES AND RENTS, AND
FINANCING STATEMENT
(201 NORTH E STREET)
.....
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DEED OF TRUST, SECURITY AGREEMENT,
ASSIGNMENT OF LEASES AND RENTS, AND
FINANCING STATEMENT
(201 NORTH E STREET)
Dated: As of September 1, 1999
MADE BY THE REDEVELOPMENT AGENCY
OF THE CITY OF SAN BERNARDINO, a public body
TO
CHICAGO TITLE INSURANCE COMPANY, as Trustee
FOR THE BENEFIT OF
U.S. BANK TRUST NATIONAL ASSOCIATION, as Trustee
under that certain Trust Agreement as further described herein
$15,480,000
Refunding Certificates of Participation
(1999 Police Station, South Valle
and 201 North E Street Projects)
Evidencing the Direct, Undivided Fractional Interest of the Owner
Thereof in Lease Payments to be Made by the
CITY OF SAN BERNARDINO, CALIFORNIA
As the Rental for Certain Projects Pursuant
to Lease Agreements With the
San Bernardino Joint Powers Financing Authority
?,\APPS\WPDATA\SBEO\OlBO\DOC\021. l~P
DEED OF TRUST, SECURITY AGREEMENT,
ASSIGNMENT OF LEASES AND RENTS, AND
FINANCING STATEMENT
201 NORTH E STREET
THIS DEED OF TRUST, SECURITY AGREEMENT, ASSIGNMENT OF
LEASES AND RENTS, AND FINANCING STATEMENT (this "Deed of Trust") is
made as of September I, 1999, by the REDEVELOPMENT AGENCY OF THE
CITY OF SAN BERNARDINO, a public body having an address of 201
North E Street Third Floor San Bernardino, California 92401
("Trustor"), to CHICAGO TITLE INSURANCE COMPANY, having an address
of 560 East Hospitality Lane San Bernardino California 92408, as
trustee ("Trustee"), for the benefit of U.S.' BANK TRUST NATIONAL
ASSOCIATION, as trustee for those certain Notes (as described
below) having an address of 550 S. Hope Street, Suite 500, Los
Angeles, California 90071 ("Beneficiary"). All capitalized terms
not expressly defined in this Deed of Trust shall have the meanings
given to them in the Trust Indenture (as hereinafter defined) .
WITNESSETH:
WHEREAS, pursuant to that certain Police Station Site and
Facility Lease, dated as of September I, 1999 (the "Police Station
Site and Facility Lease"), Trustor has leased to the Authority that
certain parcel of real property and the facility located thereon
situated in the City of San Bernardino, County of San Bernardino,
State of California (the "Police Station Site") i and
WHEREAS, pursuant to that certain South Valle Site and
Facility Lease, dated as of September I, 1999 (the "South Valle
Site and Facility Lease"), Trustor has leased to the Authority
those certain parcels of real property with certain improvements
located thereon situated in the City of San Bernardino, County of
San Bernardino, State of California (the "South Valle
Improvements") i and
WHEREAS, pursuant to that certain 201 North E Street site
-2-
and Facility Lease, dated as of September 1, 1999 (the "201 North
E Site and Facility Lease"), Trustor has leased to the Authority
that certain parcel of real property and the facility located
thereon situated in the City of San Bernardino, County of San
Bernardino, State of California ("201 North E Street" and with the
Police Station Site, the "Project"); and with the Police Station
Site and the South Valle Improvements, the "Project"); and
WHEREAS, the South Valle Site and Facility Lease, the
Police Station Site and Facility Lease and the 201 North E Site and
Facility Lease (collectively the "Site and Facility Leases") are
being entered into for the purpose of enabling the Authority to
assist the City in the refinancing of the Police Station Site and
the South Valle Improvements and to provide additional funds to the
Agency; and
WHEREAS, the Authority proposes (i), to lease the Police
Station Site to the City pursuant to that certain Police Station
Lease Agreement, dated as of September 1, 1999, by and between the
Authority and the City (the "Police Station Lease Agreement) (ii) to
lease the South Valle Improvements to the City pursuant to that
certain South Valle Lease Agreement, dated as of September 1, 1999,
by and between the Authority and the City and (the "South Valle
Lease Agreement") and (iii) to lease the 201 North E Street Site to
the City pursuant to that certain 201 North E Street Lease
Agreement, dated as of September 1, 1999, by and between the
Authority and the City (the "201 North E Street Lease Agreement")
and with the Police Station Lease Agreement and the South Valle
Lease Agreement, the "Lease Agreements"); and
WHEREAS, the Authority shall assign its right to receive
lease payments under the Lease Agreements (the "Lease Payments"),
its right to enforce payment of the Lease Payments and otherwise to
enforce its interest and rights under the Lease Agreements in the
event of a default thereunder by the City, to Beneficiary pursuant
to that certain, Assignment Agreement, dated as of September 1,
1999, by and between the Authority and the Beneficiary; and
WHEREAS, pursuant to the Trust Agreement dated as of
September 1, 1999, among the Authority, City and Beneficiary, the
Beneficiary will execute and deliver certificates of participation
(the "Certificates") evidencing the direct, undivided fractional
interest of the owner thereof in lease payments to be made by the
-3-
City as the rental for certain projects pursuant to Lease
Agreements with the Authority; and
WHEREAS, the proceeds of the Certificates will be applied
to refund the outstanding Refunding Certificates of Participation
(South Valle Public Improvements Project) dated April 1, 1987 (the
"South Valle Certificates"), and the Police Station Certificates of
Participation (1995 Police Station Financing Project) dated April
1, 1995 (the "Police Station Certificates" and collectively with
the South Valle Certificates, the "Prior Certificates") and to fund
certain projects of the Trustor; and
WHEREAS, among other things, the Trustor has agreed to
pledge the Premises (as herein described) as further security for
the repayment of the portion of the Certificates under the Trust
Agreement representing the 201 North E Street Lease Agreement in
accordance with this Deed of Trust and hereby pledges such Premises
to the Beneficiary for the benefit of the holders of the
Certificates.
NOW, THEREFORE, in consideration of the obligations
pledged under the 201 North E Street Lease Agreement to secure
timely repayment of the portion of the Certificates under the Trust
Agreement representing the 201 North E Street Lease Agreement, and
in accordance with the terms, provisions and limitations of this
Deed of Trust, and to secure the performance of the covenants and
agreements contained herein and in the 201 North E Street Lease
Agreement, whether currently in effect or to be executed after the
date hereof, and any other documents evidencing and securing the
obligation secured hereby (collectively, the "Related
Documents") to be performed by Trustor, Trustor, intending to be
legally bound, does hereby irrevocably GIVE, GRANT, BARGAIN AND
SELL, ALIENATE, MORTGAGE, CONVEY, CONFIRM, TRANSFER AND ASSIGN TO
TRUSTEE, ITS SUCCESSORS AND ASSIGNS, FOR THE BENEFIT OF
BENEFICIARY, ITS SUCCESSORS AND ASSIGNS, IN TRUST, WITH POWER OF
SALE, all of Trustor's estate, right, title and interest in and to
that certain real property situated and, lying, and being in the
City of San Bernardino, County of San Bernardino and State of
California and more particularly described in Exhibit "A" attached
hereto (the "premises");
TOGETHER with all easements, rights of way, strips and
gores of land, vaults, streets, alleys, water rights, r.1ineral
-4-
rights and rights used in connection therewith or as a means of
access thereto, or to provide service thereto, privileges,
franchises, development, air and other rights and appendages now or
in the future belonging to or in any way appertaining to the
Premises, including, without limitation, all tenements,
hereditaments and appurtenances thereof and thereto pertaining or
belonging, and all underground and overhead passageways and
licenses in connection therewith;
TOGETHER with all of Trustor's right, title and interest
in any and all of the Premises, and leases, subleases, management
agreements, arrangements, concessions or agreements, written or
oral, relating to the use and occupancy of the Premises or any
portion thereof, now or hereafter existing or entered into, as any
of the foregoing may be amended, extended, renewed or modified from
time to time, which grant is made subsequent in time and priority
to the rights granted to Beneficiary pursuant to Section 25 hereof;
TOGETHER with all rents, issues' and profits of the
Premises for so long and during all such times as Trustor may be
entitled thereto (which are pledged primarily and on a parity with
said real estate and not secondarily), which grant is made
subsequent in time and priority to the rights granted to
Beneficiary pursuant hereto;
TOGETHER with all of Trustor's right, title and interest
in and to any and all buildings, structures and improvements now or
hereafter erected on the Premises, including, without limitation,
the buildings and structures, the fixtures, attachments,
appliances, equipment, machinery and other articles attached to
said buildings and improvements and all tangible or intangible
personal property owned by Trustor now or any time hereafter
located on or at the Premises or used in connection therewith,
including, but not limited to, all goods, machinery, tools,
equipment (including, without limitation, fire sprinklers and alarm
systems, air conditioning, heating, boilers, refrigerating,
electronic monitoring, water, lighting, power, sanitation, waste
removal, entertainment, recreational, window or structural cleaning
rigs, maintenance and all other equipment of every kind), lobby and
all other indoor or outdoor furniture (including, without
limitation, tables, chairs, planters, desks, sofas, shelves,
lockers and cabinets), furnishings, appliances, inventory, rugs,
carpets and other floor coverings, draperies, drapery rods and
brackets, awnings, venetian blinds, partitions, chandeliers and
-5-
other lighting fixtures, and all other fixtures, apparatus,
equipment, furniture, furnishings, and articles, any plans and
specifications pertaining to the Premises, including, without
limitation, all installations, fixtures and furnishings
specif ically designed for any part of the Premises, including,
hardware and software, HVAC and other utility installations, all
appraisals, engineering, soils, environmental and other reports and
studies relating to the Premises, all permits, licenses and
contract rights, warranties, guarantees, catalogues, tenant
suppliers, advertising materials and telephone exchange numbers as
identified in such materials, it being understood that the
enumeration of any specific articles of property shall in no way
result in or be held to exclude any items of property not
specifically mentioned;
TOGETHER with all the estate, interest, right, title,
other claim or demand, including claims or de~ands with respect to
the proceeds of insurance in effect with respect thereto, which
Trustor now has or may hereinafter acquire in or with respect to
the Premises, and any and all awards made for the taking by eminent
domain, or by any proceedings or purchase in lieu thereof, of the
whole or any part of the Premises, including, without limitation,
any awards resulting from the change of grade of streets and awards
for severance damages; and
TOGETHER with all proceeds and avails of the conversion,
voluntarily or involuntarily, of any of the foregoing into cash or
liquidated claims, including but not limited to proceeds of
insurance and of any conveyance of the Premises or any part
thereof,
TO HAVE AND TO HOLD the Premises, together with all and
singular of the rights, privileges, tenements, hereditaments and
appurtenances thereto in any way incident or belonging unto the
Trustee and to its successors or substitutes in trust and its and
their assigns forever,
FOR THE PURPOSE OF SECURING, in such order of priority as
Beneficiary may elect, and without limiting the generality of the
foregoing provisions of this Deed of Trust:
(a) payment of all amounts due under the 201 North
E Street Lease Agreement;
-6-
(b) payment of all sums advanced by Beneficiary,
the Issuer or Trustee to protect the Premises;
(c) performance of every obligation, covenant or
agreement of Trustor contained herein and in the 201 North E Street
Lease Agreement;
(d) performance of every obligation, covenant and
agreement of Trustor contained in any agreement now or hereafter
exacted by Trustor which recites that the obligations thereunder
are secured by this Deed of Trust; and
(g) compliance with and performance of each and
every material provision of any declaration of covenants,
conditions and restrictions pertaining to the Premises or any
portion thereof.
All of the land, rights, estate and property hereinabove
described, real, personal and mixed, whether affixed or annexed or
not (except where otherwise herein specifieC), and all rights
hereby conveyed and mortgaged are intended so to be as a unit and
are hereby understood, agreed and declared to form a part and
parcel of the real estate and to be appropriated to the use of the
real estate, and shall for the purposes of this Deed of Trust be
deemed to be real estate and conveyed and mortgaged hereby.
Trustor covenants that (i) it has good marketable and
insurable title and interest to the Premises subject only to the
Permitted Exceptions and is lawfully seized of the Premises i
(ii) it has good right, full power and lawful authority to convey
and mortgage the same, and that it will warrant and forever defend
the Premises and the quiet and peaceful possession of the same
against the claims of all persons whomsoever; (iii) all leases,
management agreements, licenses and other instruments hereinabove
referred to and assigned and mortgaged hereby are valid and
subsisting and in full force and effect and Trustor is not in
default thereunder, Trustor has no knowledge of any default
thereunder by any other party, and no written notice of default
remaining uncured as of the date hereof has been given or received
by Trustor; (iv) this Deed of Trust and the other Related Documents
pertaining to the Premises when duly recorded in the appropriate
public records create a valid and enforceable lien upon the
-7-
Premises subject hereto and thereto securing the sums secured
hereby and thereby, and, as of the date hereof, there are no
defenses or offsets to this Deed of Trust or to any indebtedness
secured hereby; and (v) each and every warranty and representation
of Trustor contained in any part of the Related Documents was true,
complete and correct in all material respects at the time made and
remade, and does not omit any material fact necessary to make such
warranty or representation not misleading.
This Deed of Trust is given pursuant to the Loan
Agreement and the Related Documents. Each and every term and
provision of the Loan Agreement and the Related Documents including
the rights, remedies, obligations, covenants, conditions,
agreements, indemnities, representations and warranties of Trustor,
are hereby incorporated by reference herein as though set forth in
full and shall be considered a part of this Deed of Trust, and
payment, fulfillment and performance thereo~ is secured hereby,
and, in accordance with the Loan Agreement and the Related
Documents, any default under the Loan Agreement and the Related
Documents which continues beyond the applicable notice and cure
period under the said documents shall constitute an "Event of
Default" (as hereinafter defined) under this Deed of Trust
entitling Beneficiary to all the remedies provided in this Deed of
Trust, under the Loan Agreement and the Related Documents, at law
and in equity.
Without limiting the generality of the foregoing, Trustor
does hereby covenant and agree to carry out, perform, fulfill and
observe each and every covenant, agreement, obligation and
indemnity of Trustor set out in the Loan Agreement and the Related
Documents and Trustor specifically agrees for the benefit of
Beneficiary, as follows:
Maintenance, Repair and Restoration of Improvements, Payment of
Liens, Etc.
1. Trustor shall (a) promptly repair, restore or
rebuild, or cause to be repaired, restored or rebuilt, any
buildings or improvements now or hereafter on the Premises which
may become damaged or be destroyed; (b) constantly maintain or
cause to be maintained the Premises in good condition and repair,
without waste; (c) keep the Premises free from mechanics' liens or
claims for lien; (d) pay when due any indebtedness which may be
secured by a lien or charge on the Premises and comply with all
-8-
requirements of all the Related Documents evidencing or securing
such indebtedness, and, upon request, exhibit satisfactory evidence
of the discharge of such prior lien or such compliance to
Beneficiary; (e) comply with all requirements of law, municipal
ordinances or restrictions of record and all other applicable laws,
rules, regulations, directions, requirements, orders and notices of
violation of any governmental or quasi-governmental agency, body or
office with respect to the Premises and the operation or use
thereof; (f) initiate or acquiesce in no zoning variation or
reclassification of the Premises or any part thereof without
Beneficiary's written consent; (g) pay each item of indebtedness
and perform and fulfill each of the obligations secured by this
Deed of Trust when due or required according to the terms hereof,
the Loan Agreement and Related Documents; (h) make no material
alterations to or demolish any portion of the Premises, except as
required by law or municipal ordinance or as contemplated by the
Loan Agreement; and (i) suffer or permit no change in the general
nature of the occupancy of the Premises without Beneficiary's
written consent.
Payment of Taxes
2. Trustor shall pay, before any penalty attaches, all
real property taxes and assessments, general and special, and all
other taxes and assessments of any kind or nature whatsoever,
including, without limitation, nongovernmental levies or
assessments such as maintenance charges, levies or charges
resulting from covenants, conditions and restrictions affecting the
Premises, which are assessed or imposed upon the Premises, or
become due and payable, and which create, may create or appear to
create a lien upon the Premises, or any part thereof, or upon any
maintenance thereof, and shall pay special taxes, special
assessments, water charges, sewer service charges and other utility
charges which may become a charge or lien against the Premises when
due and shall, upon written request, furnish to Beneficiary
duplicate receipts therefor or other evidence of payment acceptable
to Beneficiary. To prevent default hereunder, Trustor shall pay in
full under protest, in the manner provided by statute, any tax or
assessment which Trustor may decide to contest. Trustor shall not
suffer, permit or initiate the joint assessment of any real and
personal property which may constitute all or a portion of the
Premises or suffer, permit or initiate any other procedure whereby
the lien of the real property taxes and the lien of the personal
-9-
property taxes shall be assessed, levied or charged to the Premises
as a single lien.
Insurance and Premium Deposits
3. (a) Trustor shall maintain the following policies
of insurance under the following terms and conditions:
(i) Public Liabilitv and Property Damaqe Insurance. The
Trustor shall maintain or cause to be maintained, throughout the
term of this Deed of Trust, insurance policies, including a
standard comprehensive general insurance policy or policies in
protection of the Trustor, the Issuer and the Beneficiary,
including their respective members, officers, agents and employees.
Said policy or policies shall provide for indemnification of said
parties against direct or contingent loss or liability for damages
for bodily and personal injury, death or property damage occasioned
by reason of the operation of the Premises. Said policy or
policies shall provide coverage in the minimum liability limits of
$1,000,000 for personal injury or death of each person and
$2,000,000 for personal injury or deaths of two or more persons in
each accident or event, and in a minimum amount of $100,000
(subject to a deductible clause of not to exceed $5,000) for damage
to property resulting from each accident or event. Such public
liability and property damage insurance may, however, be in the
form of a single limit policy in the amount of $2,000,000 covering
all such risks. Such liability insurance may be maintained as part
of or in conjunction with any other liability insurance coverage
carried by the Trustor. The net proceeds of such liability
insurance shall be applied towards extinguishing or satisfying the
liability with respect to which the insurance proceeds shall have
been paid.
(ii) Fire and Extended Coveraqe Insurance. The Trustor
shall procure and maintain, or cause to be procured and maintained,
throughout the term of this Deed of Trust, insurance against loss
or damage to any structures constituting part of the Premises by
f ire and lightning, with extended coverage and vandalism and
malicious mischief insurance. Said extended coverage insurance
shall, as nearly as practicable, cover loss or damage by explosion,
windstorm, riot, aircraft, vehicle damage, smoke and such other
-10-
hazards as are normally covered by such insurance. Such insurance
shall be in an amount equal to the greater of (a) one hundred
percent (100%) of the replacement cost of the Premises, or (b) the
aggregate principal amount of the Outstanding Notes. Such insurance
may be subject to deductible clauses of not to exceed $100,000 for
anyone loss. Such insurance may be maintained as part of or in
conjunction with any other fire and extended coverage insurance
carried by the Trustor.
(iii) Rental Interruption Insurance. The Trustor
shall procure and maintain through the term of this Deed of Trust,
rental interruption or use and occupancy insurance, if commercially
available, to cover loss, total or partial, of the use of any part
of the Premises during the term of this Deed of Trust as a result
of any of the hazards covered in the insurance required by
subsection b hereof, in an amount at least equal to $1,000,000. The
Net Proceeds of such insurance shall be pai~ to the Trustee as
provided in Article V of the Indenture.
(iv) Title Insurance. The Trustor shall provide, at
its own expense, on the Closing Date, a CLTA Lender's Title
Insurance policy in the amount of not less than the aggregate
original principal amount (but not maturity amount) of the Notes.
The Net Proceeds of such insurance shall be applied as provided in
Article V of the Indenture.
(b) All policies of insurance to be furnished hereunder
shall be in forms and from companies reasonably satisfactory to
Beneficiary with mortgagee clauses attached to all policies in
favor of Beneficiary and in form reasonably satisfactory to
Beneficiary, and shall name Beneficiary as an additional insured,
and shall include provisions requiring that the coverage evidenced
thereby shall not be terminated (including termination for non-
payment) or materially modified without thirty (30) days' prior
written notice to Beneficiary and that no act or thing done by
Trustor shall invalidate the policy as against Beneficiary. Trustor
shall deliver all policies, including additional and renewal
policies, together with evidence of payment of premiums thereon, to
Beneficiary, and in the case of all insurance about to expire,
shall deliver renewal policies not less than thirty (30) days prior
to their respective dates of expiration.
(c) Trustor shall not take out separate insurance
-11-
concurrent in form or contributing in the event of loss with that
required to be maintained hereunder unless Beneficiary is included
thereon under a standard, non-contributory mortgagee clause
acceptable to Beneficiary. Trustor shall immediately notify
Beneficiary whenever any such separate insurance is taken out and
shall promptly deliver to Beneficiary the original policy or
policies of such insurance.
(d) In the event of foreclosure of this Deed of Trust or
other transfer of title or assignment of the Premises in
extinguishment, in whole or in part, of the debt secured hereby,
all right, title and interest of Trustor in and to all policies of
insurance required by this Section 3 and covering solely the
Premises or any portion thereof shall inure to the benefit of and
pass to the successor in interest to Trustee or the purchaser or
grantee of the Premises.
Adlustment of Losses with Insurer and Application of Proceeds of
Insurance
4. (a) Trustor shall give prompt written notice to
Beneficiary after the happening of a casualty to or in connection
with the Premises or any part thereof the cost of which to repair,
as reasonably estimated by Trustor, is $50,000 or more, whether or
not covered by insurance. In case of loss, Beneficiary shall have
the right (but not the obligation) to settle any insurance claim
filed for more than $100,000; provided, however, that if there does
not exist a default under the Loan Agreement, this Deed of Trust or
other Related Documents, Trustor shall have the right to
participate in and jointly settle any such insurance claims with
Beneficiary. In the event that the claim will be jointly settled,
Beneficiary shall have the sole right to settle any such insurance
claims which are not settled jointly by Beneficiary and Trustor on
or before ninety (90) days of such loss, unless Trustor has been
unable, despite diligent efforts on its part, to settle the claim
in question within such ninety (90) day period, in which case such
ninety (90) day period shall be extended for up to an additional
sixty (60) days in order to give Trustor sufficient time to effect
such settlement, on the condition that Trustor continue diligent
efforts to achieve a settlement during any such extension period.
Any claim filed for $100,000 or less shall be adjusted
and settled by Trustor alone, provided that Beneficiary shall have
-12-
the right to settle any such claims that Trustor has not settled on
or before ninety (90) days after the date of such loss.
Beneficiary is at all times authorized to collect and receive any
insurance money. If Beneficiary may, and elects to, apply such
proceeds in payment or reduction of the indebtedness secured
hereby, whether due or not, and if the same are insufficient to pay
such amount in full, then Beneficiary may, at its option, declare
the balance due and payable under the Loan Agreement and this Deed
of Trust to be due and payable forthwith and avail itself of any of
the remedies provided for herein or in the Loan Agreement in the
case of a default. If Beneficiary may not, or does not elect to,
apply the insurance proceeds to the indebtedness as set forth in
the preceding sentence, such insurance proceeds shall be used to
reimburse Trustor for the cost of rebuilding or restoration of the
Premises. The Premises shall be so restored or rebuilt as to be of
at least equal value and quality and substantially the same
character as the Premises were prior to such damage or destruction.
If Beneficiary elects to reimburse Trustor out of insurance
proceeds, such proceeds shall be made available, from time to time,
upon Beneficiary being furnished with satisfactory evidence of the
estimated cost of completion thereof and with such architect's
certificates, waivers of lien, contractors' sworn statements and
other evidence of cost and of payments as Beneficiary may require
and approve. If the estimated cost of the work exceeds $100,000,
Beneficiary shall also be furnished with all plans and
specifications for such rebuilding or restoration as the
Beneficiary may require and approve.
(b) Any insurance proceeds paid to and held by
Beneficiary to reimburse Trustor for the cost of rebuilding or
restoration of the Premises shall be placed by Beneficiary in an
interest bearing account selected by Beneficiary. Any interest
earned on such insurance proceeds shall be applied and disbursed in
the same manner as such insurance proceeds and shall, for the
purposes hereof, be deemed to be part of such insurance proceeds,
except that if, after the completion of any such rebuilding or
restoration, there remains any interest earned on such proceeds,
same shall be disbursed to Trustor, provided that no default exists
under this Deed of Trust or any of the other Related Documents.
(c) In case of loss after foreclosure proceedings have
been instituted, the proceeds of any such insurance policy or
policies, if not applied as aforesaid to the rebuilding or
-13 -
restoring of the buildings or improvements, shall be applied in
payment or reduction of the indebtedness secured hereby or in
payment or reduction of the amount due in accordance with any
decree of foreclosure that may be entered in any such proceedings,
and the balance, if any, shall be paid to the owner of the equity
of redemption if it shall then be entitled to the same or as the
court may direct. In the event of a foreclosure sale, Beneficiary
is hereby authorized to assign, without the consent of Trustor, any
and all insurance policies to the purchaser at the sale, or to take
such other steps as Beneficiary may deem advisable to cause the
interest of such purchaser to be protected by any of the said
insurance policies.
Tax
5. If, by the laws of the United States of America, or
of any state or political subdivision having jurisdiction over
Trustor, any tax is due or becomes due in iespect of the Loan
Agreement or the recording of this Deed of Trust, Trustor covenants
and agrees to pay such tax in the manner required by any such law.
Trustor further covenants to defend and hold harmless and agrees
to indemnify Beneficiary, its successors or assigns, against any
liability incurred by reason of the imposition of any tax in
respect of the Loan Agreement or the recording of this Deed of
Trust.
Effect of Chanqes in Laws Reqardinq Taxation
6. In the event of the enactment after the date of this
Deed of Trust of any law of the State of California or any
political subdivision thereof deducting from the value of land for
the purpose of taxation any lien thereon, or imposing upon
Beneficiary the obligation to pay the whole or any part of the
taxes or assessments or charges or liens herein required to be paid
by Trustor, or changing in any way the laws relating to the
taxation of deeds of trust or debts secured by the Deeds of Trust
or the Beneficiary's interest in the Premises, or any portion
thereof, or the manner of collection of taxes, so as to adversely
affect this Deed of Trust or the debt secured hereby or the
Holders, then, and in any such event, Trustor, upon demand by
Beneficiary, shall pay such taxes or assessments, or reimburse
Beneficiary therefor.
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Indemnification; Subroqation; Waiver of Offset
7. (a) If Trustee or Beneficiary is made a party to any
litigation concerning the Loan Agreement, this Deed of Trust or any
other Related Documents, the Premises or any part thereof or
interest therein, or the occupancy of the Premises by Trustor, then
Trustor shall indemnify, defend and hold harmless Trustee (to the
extent permitted by law) and Beneficiary from and against any and
all liability by reason of said litigation, including attorneys'
fees and expenses incurred by Trustee and Beneficiary as a result
of any such litigation, whether or not any such litigation is
prosecuted to judgment, or in any way arising out of such
litigation, including, without limitation, any negotiation, whether
or not successful, of any proposed settlement of any such
litigation. Without limiting the generality of the immediately
preceding sentence, each of Trustee and Beneficiary may employ an
attorney or attorneys to protect its rights hereunder and Trustor
shall pay all attorneys' fees and expenses incurred by Trustee and
Beneficiary.
(b) Trustor waives any and all right to claim or
recover against Trustee, Beneficiary, their respective officers,
employees, agents and representatives for loss of or damage to
Trustor, the Premises, Trustor's property or the property of others
under Trustor's control from any cause insured against or required
to be insured against by the provisions of this Deed of Trust.
(c) All sums payable by Trustor pursuant to the
Loan Agreement, this Deed of Trust or any other Related Document
shall be paid without notice, demand, counterclaim, setoff,
deduction or defense and without abatement, suspension, deferment,
diminution or reduction, and the obligations and liability of
Trustor hereunder shall in no way be released, discharged or
otherwise affected (except as expressly provided herein) by reason
of: (1) any damage to or destruction of or any condemnation or
similar taking of the Premises or any part thereof; (ii) any
restriction or prevention of or interference by any third party
with any use of the Premises or any part thereof; (iii) any title
defect or encumbrance or any eviction from the Premises or any part
thereof by title paramount or otherwise; (iv) any bankruptcy,
insolvency, reorganization, composition, adjustment, dissolution,
liquidation or other like proceeding relating to Trustee or
Beneficiary, or any action taken with respect to this Deed of Trust
-15-
by any trustee or receiver of Beneficiary, or by any court, in any
such proceeding; (v) any claim which Trustor has or might have
against Trustee or Beneficiary; (vi) any default or failure on the
part of Trustee or Beneficiary to perform or comply with any of the
terms hereof or of any other agreement with Trustor; (vii) any
other occurrence whatsoever, whether similar or dissimilar to the
foregoing; whether or not Trustor shall have notice or knowledge or
any of the foregoing. Except as expressly provided herein, Trustor
waives all rights now or hereafter conferred by statute or
otherwise to any abatement, suspension, deferment, diminution or
reduction of any sum secured hereby and payable by Trustor.
Actions Affectinq the Premises
8. Trustor shall appear in and contest any action or
proceeding purporting to affect the security hereof or the rights
or powers of Beneficiary or Trustee; and shall pay all costs and
expenses, including costs of evidence of title and attorneys' fees
and expenses, in any such action or proceeding in which Beneficiary
or Trustee may appear.
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Actions by Trustee or Beneficiary to Preserve Premises
9. If Trustor fails to make any payment or to do any
act as in the manner provided in the Loan Agreement or any of the
Related Documents, Beneficiary and/or Trustee, each in its own
discretion, without obligation so to do, without releasing Trustor
from any obligation, and without notice to or demand upon Trustor,
may make or do the same in such manner and to such extent as either
may deem necessary to protect the security hereof. In connection
therewith (but without limiting their general powers, whether
conferred herein, in another Related Document or by law), each of
Beneficiary and Trustee shall have and are hereby given the right,
but not the obligation: (a) to enter upon and take possession of
the Premises; (b) to make additions, alterations, repairs and
improvements to the Premises which they or either of them may
consider necessary or proper to keep the Premises in good condition
and repair; (c) to appear and participate in any action or
proceeding affecting or which may affect the security hereof or the
rights or powers of Beneficiary and Trustee; (d) to pay, purchase,
contest or compromise any encumbrance, claim, charge, lien or debt
which in the judgment of either may affect or appears to affect the
security of this Deed of Trust or be prior or superior hereto; and
(e) in exercising such powers, to pay necessary expenses, including
employment of counselor other necessary or desirable consultants.
Trustor shall, immediately upon demand therefor by Beneficiary and
Trustee, or either of them, pay to Beneficiary and Trustee an
amount equal to all of their respective costs and expenses incurred
in connection with the exercise by either Beneficiary or Trustee,
or both, of the foregoing rights, including, without limitation,
costs of evidence of title, court costs, appraisals, surveys and
receiver's, trustee's and attorneys' fees and expenses.
Full Performance Required; Survival of Warranties
10. All representations, warranties and covenants of
Trustor contained in the Loan Agreement or made to Beneficiary in
connection with the indebtedness secured hereby or contained in the
Related Documents or incorporated by reference therein, shall
survive the execution and delivery of this Deed of Trust and shall
remain continuing obligations, warranties and representations of
Trustor so long as any portion of the obligations secured by this
Deed of Trust remain outstanding.
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Cumulative Security
11. No other security now existing, or hereafter taken,
to secure the obligations secured hereby shall be impaired or
affected by the execution of this Deed of Trust; and all such
security shall be taken, considered and held as cumulative. The
taking of other security, execution of partial releases of the
security, or any extension of the time of payment of the
indebtedness secured hereby shall not diminish the force, effect or
lien of this Deed of Trust and shall not effect or impair the
liability of any maker, surety or endorser for the payment of said
indebtedness. If Beneficiary at any time holds any other security
for any of the obligations secured hereby, it may enforce the sale
thereof or otherwise realize upon the same, at its option, either
before, concurrently, or after a sale is made hereunder.
Appointment of Successor Trustee
12. Beneficiary may, from time to time, by a written
instrument executed and acknowledged by Beneficiary, mailed to
Trustor and recorded in the county in which the Premises is
located, and by otherwise complying with the provisions of
applicable law, substitute a successor or successors to any Trustee
named herein or acting hereunder; and said successor shall, without
conveyance from the predecessor Trustee, succeed to all title,
estate, rights, powers and duties of said predecessor.
Liens
13. Trustor shall pay and promptly discharge, at
Trustor's cost and expense, all liens, encumbrances and charges
upon the Premises. If Trustor shall fail to remove and discharge
any such lien, encumbrance or charge, then, in addition to any
other right or remedy of Beneficiary, Beneficiary may, but shall
not be obligated to, discharge the same, either by paying the
amount claimed to be due, or by procuring the discharge of such
lien, encumbrance or charge by depositing in a court a bond or the
amount claimed, otherwise giving security for such claim, or by
procuring such discharge in such manner as is or may be prescribed
by law. Trustor shall, immediately upon demand therefor by
Beneficiary, pay to Beneficiary an amount equal to all costs and
expenses incurred by Beneficiary of the foregoing right to
discharge any such lien, encumbrance or charge.
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Trustee's Powers
14. At any time, or from time to time, without liability
therefor and without notice, upon written request of Beneficiary
and presentation of this Deed of Trust and the Loan Agreement
secured hereby for endorsement or the effect of this Deed of Trust
upon the remainder of said Premises, the Trustee may (a) consent in
writing to the making of any map or plat thereof, (b) join in
granting any easement thereon or (c) join in any extension
agreement or any agreement subordinating the lien or charge hereof.
Trustee Notice
15. Trustee is not obligated to notify any party hereto
of any pending sale under any other deed of trust or of any action
or proceeding in which Trustor, Beneficiary or Trustee shall be a
party, unless brought by Trustee.
Compensation and Indemnification of Trustee
16. Trustee shall be entitled to reasonable compensation
for all services rendered or expenses incurred in the
administration or execution of the trust hereby created and Trustor
hereby agrees to pay the same. To the extent permitted by law,
Trustee shall be indemnified, held harmless and reimbursed by
Trustor for any liability, damage or expense, including attorneys'
fees and amounts paid in settlement, which Trustee may incur or
sustain in connection with this Deed of Trust or in the doing of
any act which Trustee is required or permitted to do by the terms
hereof or by law, and shall be reimbursed therefor by Trustor
promptly upon demand, unless such liability, damage or expense
results from Trustee's acts constituting gross negligence or
willful misconduct on the part of Trustee.
Beneficiary's Powers
17. Without affecting the liability of any other person
liable for the payment of any obligation herein mentioned, and
without affecting the lien or charge of this Deed of Trust upon any
portion of the Premises not then or theretofore released as
security for the full amount of all unpaid obligations, Beneficiary
may, from time to time and without notice (a) release any person so
-19-
liable, (b) extend the maturity or alter any of the terms of any
such obligations, (c) grant other indulgences, (d) take or release
any other or additional security for any obligation herein
mentioned, or (e) make compositions or other arrangements with
debtors in relation thereto.
Effect of Extensions of Time and Amendments
18. If the payment of the indebtedness or the
performance of any of the obligations secured by this Deed of
Trust, or any part thereof, be extended or varied, or if any part
of the security be released, all persons now or at any time
hereafter liable therefor, or interested in the Premises, shall be
held to assent to such extension, variation or release, and their
liability and the lien and all provisions hereof shall continue in
full force, the right of recourse, if any, against all such persons
being expressly reserved by Beneficiary notwithstanding such
extension, variation or release. Any person. or entity taking a
junior deed of trust or other lien upon the Premises or any
interest therein, shall take said lien subject to the rights of
Beneficiary herein to amend, modify and supplement this Deed of
Trust, the Loan Agreement, any other Related Documents, or any
other document or instrument evidencing or securing the
indebtedness hereby secured, and to vary the rate of interest and
the method of computing the same, and to impose additional fees and
other charges, and to extend the maturity of said indebtedness, and
to grant partial releases of the lien of this Deed of Trust, in
each and every case without obtaining the consent of the holder of
such junior lien and without the lien of this Deed of Trust losing
its priority over the rights of any such junior lien. Nothing in
this Section 18 contained shall be construed as waiving any
provision contained herein which provides, among other things, that
it shall constitute an Event of Default if the Premises be sold,
conveyed or encumbered unless permitted by the Loan Agreement and
Related Documents.
Beneficiary's Performance of Default Acts; Subroqation
19. If Trustor fails to perform any of its covenants and
agreements herein or in the Loan Agreement or in any other Related
Document within the time parameters set forth in the Loan Agreement
or such other Related Document, as the case may be, then,
Beneficiary may elect, in its sole discretion, to make any payment
-20-
or perform any act herein or therein required of Trustor, in any
form and manner deemed expedient by Beneficiary, and may, but need
not, make full or partial payments of principal or interest on
prior encumbrances, if any, and purchase, discharge, compromise or
settle any tax lien or other prior lien or title or claim thereof,
or redeem from any tax sale or forfeiture affecting the Premises or
contest any tax or assessment. All moneys paid for any of the
purposes herein authorized and all expenses paid or incurred in
connection therewith, including, without limitation, attorney's
fees and expenses, and any other moneys advanced by Beneficiary to
protect the Premises and the lien hereof, shall be so much
additional indebtedness secured hereby, and shall become
immediately due and payable without notice. Inaction of
Beneficiary shall never be considered as a waiver of any right
accruing to it on account of any default on the part of Trustor.
Should any amount paid out or advanced hereunder by Trustee, be
used directly or indirectly to payoff, discharge or satisfy, in
whole or in part, any lien or encumbrance upon. the Premises or any
part thereof on a parity with or prior or superior to the lien
hereof, then as added security hereunder, the Beneficiary shall be
subrogated to any and all rights, equal or superior titles, liens
and equities, owned or claimed by any owner or holder of said
outstanding liens, charges and indebtedness, however remote,
regardless of whether said liens, charges and indebtedness are
acquired by assignment or have been released of record by the
holder thereof upon payment. Beneficiary and any person designated
by the Beneficiary shall have the right, and is hereby granted the
right, to enter upon the Premises for the foregoing purposes.
Beneficiary's Reliance on Tax Bills, Etc.
20. Beneficiary, in making any payment authorized by
this Deed of Trust or the Loan Agreement: (a) relating to taxes and
assessments, may do so according to any bill, statement or estimate
procured from the appropriate public office without inquiry into
the accuracy of such bill, statement or estimate or into the
validity of any tax, assessment, sale forfeiture, tax lien or title
or claim thereofi or (b) for the purchase, discharge, compromise or
settlement of any other prior lien, may do so without inquiry as to
the validity or amount of any claim for lien which may be asserted.
Events of Default
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21. Any of the following events shall be deemed an
"Event of Default" hereunder:
(a) default shall be made in the payment of any
amount due under the Loan Agreement or the Note, when due;
(b) default shall be made, with respect to
nonmonetary covenants, agreements and obligations of Trustor
hereunder and shall continue uncured for fifteen (15) days after
written notice thereof from Beneficiary; provided, however, that if
such failure by its nature cannot be cured within a fifteen
(15) day period, then same shall not constitute an Event of Default
so long as Trustor commences the cure of such default within such
fifteen (15) day period and diligently prosecutes such cure to
completion; or
(c) any other default shall have occurred under the
Loan Agreement or any other Related Document and the default shall
not have been cured within any applicable grace period; or
(d) any unpermitted transfer of title as described
in this Deed of Trust.
Foreclosure: Expense of Litiqation; Indemnification
22. (a) Upon the occurrence of an Event of Default, the
amounts due under the Loan Agreement and other funds then held or
to be received by Beneficiary under the provisions of the Indenture
shall be payable without any presentment, demand, protest or notice
of any kind to Trustor as and when such amounts become due.
Thereafter Beneficiary may in such order as Beneficiary, in its
sole discretion and as provided in the Indenture, may elect:
(i) either in person or by an agent, with or
without bringing any action or proceeding, or by a receiver
appointed by a court, and without regard to the adequacy of its
security, enter upon and take possession of the Premises, or any
part thereof, in its own name or in the name of Trustee, and
perform any acts which it deems necessary or desirable to preserve
the value, marketability or rentability of the Premises, or any
part thereof or interest therein, increase the income therefrom or
protect the security hereof and, with or without taking possession
of the Premises, sue for or otherwise collect the rents, issues and
-22-
profits thereof, including those past due and unpaid, and apply the
same, less costs and expenses of operation and collection
including, without limitation, attorney's fees and expenses, in
payment of any indebtedness secured hereby, all in such order as
Beneficiary may determine. The entering upon and taking possession
of the Premises, the collection of such rents, issues and profits
or the application thereof as aforesaid, shall not cure or waive
any default or notice of default hereunder or invalidate any act
done in response to such default or pursuant to such notice of
default and, notwithstanding the continuance in possession of all
or any portion of the Premises or the collection, receipt and
application of rents, issues or profits, Trustee or Beneficiary
shall be entitled to exercise every right provided for herein or in
any of the other Related Documents or by law upon occurrence of any
Event of Default, including the right to exercise the power of
sale;
(ii) commence an action to foreclose this Deed
of Trust as a mortgage, appoint a receiver, or specifically enforce
any of the covenants hereof;
(iii) exercise the power of sale contained
herein;
(iv) exercise its rights under California Code
of Civil Procedure Sections 726.5 or 736; or
(v) exercise all other rights
provided herein, in any other Related Document,
document or agreement now or hereafter securing all
of the obligations secured hereby, or at law or in
and remedies
in any other
or any portion
equity.
(b) Should Beneficiary elect to foreclose by
exercise of the power of sale herein contained, Beneficiary shall
notify Trustee and shall deposit with Trustee this Deed of Trust
and the Loan Agreement and such receipts and evidence of
expenditures made and secured hereby as Trustee may require.
(i) Upon receipt of such notice from
Beneficiary, Trustee shall cause to be recorded, published and
delivered to Trustor a notice of default and election to sell
("Notice of Default") as is then required by law. Trustee shall,
-23-
without demand on Trustor, after lapse of such time as may then be
required by law and after recordation of such Notice of Default and
after notice of sale ("Notice of Sale") shall have been given as
required by law, sell the Premises at the time and place of sale
fixed by it in said Notice of Sale, either as a whole, or in
separate lots or parcels or items as Trustee shall deem expedient,
and in such order as it may determine, at public auction to the
highest bidder for cash in lawful money of the United States
payable at the time of sale. Trustee shall deliver to such
purchaser or purchasers thereof its good and sufficient deed or
deeds conveying the property so sold, but without any covenant or
warranty, express or implied. The recitals in such deed of any
matters or facts shall be conclusive proof of the truthfulness
thereof. Any person, including, without limitation, Trustor,
Trustee or Beneficiary, may purchase at such sale and Trustor
hereby covenants to warrant and defend the title of such purchaser
or purchasers.
(ii) Trustee shall apply the proceeds of sale
in the priority set forth in Section 23 hereof.
(iii) Subject to the provisions of California
Civil Code Section 2924q, Trustee may postpone sale of all or any
portion of the Premises by public announcement made at the time and
place set forth in the Notice of Sale, and from time to time
thereafter may further postpone such sale by public announcement or
subsequently given Notice of Sale, and without further notice may
make such sale at the time fixed by the last postponement, or may,
in its discretion, give a new Notice of Sale. Should Beneficiary in
its discretion determine that more than one such sale or other
disposition would be advantageous, Beneficiary may, at its option,
cause the same to be conducted simultaneously, or successively on
the same day, or at such different days or times and in such order
as Beneficiary may deem to be in its best interest.
(c) Concurrently herewith, trustor has executed and
delivered to Beneficiary the UCC-l with respect to certain
collateral described therein. In the event of any inconsistency
between the provisions hereof and the provisions of the UCC-l with
respect to the collateral described therein, the provisions of the
UCC-l shall control. Upon the occurrence of an Event of Default,
Beneficiary may proceed in any sequence: (i) to exercise its rights
hereunder with respect to all or any portion of the Premises and
-24-
all or any portion of the collateral; and (ii) to exercise its
rights under the UCC-1 with respect to all or any portion of the
collateral in accordance with the provisions of California
Commercial Code (the "Code") Section 9501(4). The receipt by
Beneficiary of any proceeds of the disposition of such collateral,
or as a result of the exercise of any of Beneficiary's other rights
hereunder, shall not cure any Event of Default or reinstate any
obligation under any of the Related Documents for purposes of
California Civil Code Section 2924c.
(d) Should Beneficiary elect to cause any of the
Premises to be disposed of as personal property as permitted by
this Deed of Trust, it may dispose of any part thereof in any
manner now or hereafter permitted by Division 9 of the Code or in
accordance with any other remedy provided by law. Both Trustor and
Beneficiary shall be eligible to purchase any part or all of such
property at any such disposition. Any such disposition may be
either public or private as Beneficiary may so elect, subject to
the provisions of the Code. Beneficiary shall give Trustor five
(5) days' prior written notice of the time and place of any public
sale or other disposition of such property or of the day on or
after which any private sale or any other intended disposition is
to be made, and if such notice is sent to Trustor as provided in
the Reimbursement Agreement, it shall constitute reasonable notice
to Trustor.
(e) In connection with any foreclosure of the lien
hereof or any action to enforce any other remedy of Beneficiary
under this Deed of Trust, the Loan Agreement or any other Related
Document, Trustor agrees to pay all expenditures and expenses which
may be paid or incurred by or on behalf of Beneficiary, including,
without limitation, attorneys' fees and expenses, appraisers' fees,
outlays for documentary and expert evidence, stenographers'
charges, publication costs, and costs (which may be estimated as to
items to be expended prior to the date of sale) of procuring all
such abstracts of title, title searches and examinations, title
insurance policies, and similar data and assurances with respect to
title and value as Beneficiary may deem reasonably necessary either
to prosecute such suit or to evidence to bidders at any sale which
may be had pursuant to such decree the true condition of the title
to or the value of the Premises, and the right to such fees and
expenses shall be deemed to have accrued on commencement of such
action and shall be enforceable whether or not such action is
-25-
prosecuted to judgment. All expenditures and expenses of the nature
mentioned in this Section 22, and such expenses and fees as may be
incurred in the protection of the Premises and the maintenance of
the lien of this Deed of Trust, including the fees and expenses of
any attorney employed by Beneficiary in any litigation or
proceeding affecting this Deed of Trust, the Loan Agreement, any
other Related Document or the Premises (including, without
limitation, the occupancy thereof, or any construction work
performed thereon), including, without limitation, probate and
bankruptcy proceedings, or in preparations for the commencement or
defense of any proceeding or threatened suit or proceeding, whether
or not an action is actually commenced, shall be immediately due
and payable by Trustor and shall be secured by this Deed of Trust.
(f) Without limiting the liability of Trustor as
set forth above, Trustor shall indemnify Beneficiary and its
officers, directors, employees, representatives and agents, and
hold them harmless from and against all claims, injury, damage,
loss and liability of any and every kind to any persons or property
by reason of (i) the operation or maintenance or the Premises; and
(ii) any other action or inaction by, or matter which is, directly
or indirectly, the responsibility of, Trustor.
Application of Proceeds of Foreclosure Sale
23. The proceeds of any foreclosure sale of the Premises
shall be distributed and applied in the following order of
priority: (1) first, to payment of all costs and expenses incident
to the foreclosure proceedings, including, without limitation, the
costs, fees and expenses of Trustee, attorneys' fees and expenses,
the actual cost of publishing, recording, mailing and posting
notice and all such items as are mentioned in the preceding Section
22; (b) second, to the cost of any search and/or other evidence of
title procured in connection therewith and the transfer tax on any
deed or conveyance; (c) third, to all sums expended under the terms
hereof, not then repaid, with accrued interest at the rate provided
herein; (d) fourth, to all other sums secured hereby, in such order
as provided in Article VIII of the Indenture.
Appointment of Receiver
24. Upon, or at any time after, the occurrence of an
-26-
Event of Default hereunder, Beneficiary, as a matter of right, and
without notice to Trustor or anyone claiming under Trustor, and
without regard to the then value of the Premises or the adequacy of
any security for the obligations then secured hereby, shall have
the right to apply to any court having jurisdiction to appoint a
receiver or receivers of the Premises, and Trustor hereby
irrevocably consents to such appointment and waives notice of any
application therefor. Any time after an Event of Default has
occurred hereunder, a court of competent jurisdiction may appoint
a receiver for the Premises. Such appointment may be made either
before or after sale, without notice, without regard to the
solvency or insolvency of Trustor at the time of application for
such receiver and without regard to the then value of the Premises,
and Beneficiary hereunder or any of the Holders may be appointed as
such receiver. Such receiver shall have power, until the later of
(a) the expiration of the full statutory period of redemption
(whether or not the Premises are redeemed), in the case of a
deficiency after a duly conducted foreclosure sale, (b) the
disbursement of all proceeds of the Premises collected by such
receiver and the payment of all expenses incurred in connection
therewith and (c) the termination of such receivership with the
consent of Beneficiary or pursuant to an order of a court of
competent jurisdiction: (i) to operate the Premises and collect the
rents, issues and profits of the Premises; (ii) to extend or modify
any then existing leases and agreements regarding the Premises and
to make new leases and agreements, which extensions, modifications
and new leases and agreements may provide for terms to expire, or
for options to extend or renew terms to expire, beyond the maturity
date of the indebtedness secured hereunder and beyond the date of
the issuance of a deed or deeds to a purchaser or purchasers at a
foreclosure sale, it being understood and agreed that any such
leases and agreements, and the options or other such provisions to
be contained therein, shall be binding upon Trustor and all persons
whose interests in the Premises are subject to the lien hereof and
upon the purchaser or purchasers at any foreclosure sale,
notwithstanding any redemption from sale, discharge of the
indebtedness secured hereby, satisfaction of any foreclosure,
decree or issuance of any certificate of sale or deed to any
purchaser; and (iii) to exercise all other powers which may be
necessary or are usual in such cases for the protection,
possession, control, management and operation of the Premises
during the whole of said period. The court, from time to time, may
authorize the receiver to apply the net income in his hands in
-27-
payment in whole or In part of: (A) the indebtedness secured
hereby, or by any decree foreclosing this Deed of Trust, or any
tax, special assessment or other lien which may be or may become
superior to the lien hereof or of such decree, provided such
application is made prior to the foreclosure sale; and (B) the
deficiency in case of a sale and deficiency.
Assiqnment of Rents, Issues, Profits and Losses
25. (a) Trustor hereby sells, assigns and transfers
absolutely unto Beneficiary all the rents, issues, profits and
avails now due and which may hereafter become due under or by
virtue of any lease, whether written or verbal, or any letting of,
or of any agreement for the use or occupancy of, the Premises or
any part thereof, which may have been heretofore or may be
hereafter made or agreed to or which may be made or agreed to by
Beneficiary under the powers herein granted, it being the intention
hereby to establish an absolute and present transfer and assignment
of all such rents, issues, profits, leases and agreements, and all
the avails thereunder, to Beneficiary and not merely the passing of
a security interest. Trustor shall not amend, terminate or
otherwise modify any such lease, and shall not enter into any new
lease or agreement with respect to occupancy of the Premises,
without the prior written consent of Beneficiary, which consent may
be withheld in Beneficiary's sole discretion. Trustor hereby
irrevocably appoints Beneficiary its true and lawful attorney, in
its name and stead, with or without taking possession of the
Premises, personally or by receiver as provided herein (it being
understood that such power of attorney is coupled with an interest
and irrevocable) at the option of Beneficiary at any time and from
time to time, to demand, receive and enforce payment, to give
receipts, releases and satisfactions, and to sue, in the name of
Trustor, Trustee or Beneficiary, for all of said avails, rents,
issues and profits arising from or accruing at any time hereafter,
and all now due or that may hereafter become due, under each and
every of the leases and agreements, written or verbal, or other
tenancy existing, or which may hereafter exist, on the Premises,
with the same rights and powers and subject to the same immunities,
exoneration of liability and rights of recourse and indemnity as
Beneficiary would have upon taking possession of the Premises
hereunder.
(b) Provided that there exists no Event of Default
-28-
hereunder under the Loan Agreement or any other Related Document,
Trustor shall have the right under a revocable license granted
hereby, and Beneficiary hereby grants to Trustor such a revocable
license, to collect all of the rents arising from or out of the
leases or any renewals or extensions thereof, or from or out of the
Premises or any part thereof, as trustee for the benefit of
Beneficiary. The license granted hereby shall be revoked
automatically (and without the necessity of taking any other
action) upon the occurrence of any such Event of Default.
Beneficiary acknowledges that it has assigned to First Trust of
California, National Association, as Bond trustee under the
Indenture, certain rental payments pursuant to the Indenture and in
a manner not inconsistent herewith or with the Loan Agreement or
any other Related Document.
(c) Upon the occurrence of an Event of Default
hereunder Beneficiary may, at its option, exercise (or cause the
Trustee to exercise) its rights hereunder. If Beneficiary elects
to exercise its rights hereunder, Beneficiary or Trustee may, at
any time and without notice, either in person, by agent or by a
receiver appointed by a court, enter upon and take possession of
all or any portion of the Premises, enforce all leases, collect all
rents (including, without limitation, those past due and
unpaid) and apply the same to the costs and expenses of operation
and collection, including, without limitation, attorneys' fees and
expenses, and to any indebtedness then secured hereby, all in such
order as Beneficiary may determine. In connection with the
exercise by Beneficiary of its rights hereunder, Trustor agrees
that Beneficiary shall have the right to specifically enforce such
rights and to obtain the appointment of a receiver in accordance
with the provisions hereof without regard to the value of the
Premises or the adequacy of any security for the obligations then
secured hereby. The collection of such rents or the entering upon
and taking possession of the Premises, or the application thereof
as aforesaid, shall not cure or waive any default or notice of
default hereunder or invalidate any act done in response to such
default or pursuant to such notice of default, or be deemed or
construed to make Beneficiary a mortgagee-in-possession of the
Premises or any portion thereof.
(d) Trustee represents and agrees that the amount
of any rent paid shall be consistent with the terms and conditions
of the Related Documents, and that except as authorized in the Loan
-29-
Agreement, no payment of the rents to accrue for any portion of
said Premises will be waived, released, reduced, discounted or
otherwise discharged or compromised by Trustor. As between Trustor
and Beneficiary, Trustor waives any rights of set off against any
person in possession of any portion of the Premises. If any lease
provides for the abatement of rent during repair of the Premises
demised thereunder by reason of fire or other casualty, Trustor
shall furnish to Beneficiary loss of rents insurance, the policies
to be in amount and form as shall be satisfactory to the
Beneficiary and written by such insurance companies as shall be
reasonably satisfactory to the Beneficiary. Trustor agrees that it
will not assign any of the rents or profits of the Premises, except
to a purchaser or grantee of the Premises.
(e) Nothing herein contained shall be construed as
constituting Beneficiary a mortgagee-in-possession in the absence
of the taking of actual possession of the Premises by Beneficiary.
In the exercise of the powers herein granted Beneficiary, no
liability shall be asserted or enforced against Beneficiary, all
such liability being expressly waived and released by Trustor to
the fullest extent permitted by law. Nothing contained herein,
including, without limitation, the assignment provisions set forth
above, shall impose upon Beneficiary any duty to produce any rents,
issues or profits or cause Beneficiary to (i) be responsible for
performing any of the obligations of lessor under any lease, or
(ii) be responsible or liable for any waste or for any dangerous or
defective conditions of the Premises, for negligence in the
management, upkeep, repair or control of the Premises, or for any
other act or omission by any other person.
26. INTENTIONALLY OMITTED
Beneficiarv's Riqht of Possession in Case of Default
27. (a) To the extent permitted by law, upon the
occurrence of an Event of Default under this Deed of Trust, the
Loan Agreement or any other Related Documents, whether before or
after the indebtedness secured hereby is declared to be due as
aforesaid, or whether before or after the institution of legal
proceedings to foreclose the lien hereof or before or after sale
thereunder, Trustor shall forthwith, upon demand of Beneficiary,
surrender to Beneficiary and Beneficiary shall be entitled to take
-30-
actual possession of the Premises or any part thereof, personally,
or by its agent or attorneys. In such event Beneficiary in its
discretion may, to the extent permitted by law, with or without
force and with or without process of law, enter upon and take and
maintain possession of all or part of said Premises, together
with all documents, books, records, papers and
accounts of Trustor or the then owner of the Premises relating
thereto, and may exclude Trustor, its agents or servants, wholly
therefrom and may, as attorney in fact or agent of Trustor, or in
its own name as Beneficiary and under the powers herein granted,
hold, operate, manage and control the Premises and conduct the
business, if any, thereof, either personally or by its agents, and
with full power to use such measures, legal or equitable, as in its
discretion or in the discretion of its successors or assigns may be
deemed proper or necessary to enforce the payment or security of
the avails, rents, issues and profits of the Premises, including
actions for the recovery of rent, actions in forcible detainer and
actions in distress for rent, and with full power, in each case to
the fullest extent permitted by law; (i) to cancel or terminate any
lease or sublease for any cause or on any ground which would
entitle Trustor to cancel the same; (ii) subject to the provisions
of any applicable non-disturbance or similar agreements, to elect
to disaffirm any lease or sublease which is then subordinate to the
lien hereof; (iii) to extend or modify any then existing leases and
to make new leases, which extensions, modifications, and new leases
may provide for terms to expire, or for options to lessees to
extend or renew terms to expire, beyond the maturity date of the
indebtedness hereunder and beyond the date of the issuance of a
deed or deeds to a purchaser or purchasers at a foreclosure sale,
it being understood and agreed that any such leases, and the
options or other such provisions to be contained therein, shall be
binding upon Trustor and all persons whose interests in the
Premises are subject to the lien hereof and upon the purchaser or
purchasers at any foreclosure sale, notwithstanding any redemption
from sale, discharge of the Deed of Trust indebtedness,
satisfaction of any foreclosure decree or issuance of any
certificate of sale or deed to any purchaser; (iv) to enter into
any management, leasing or brokerage agreements covering the
Premises; (v) to make all necessary or proper repairs, decorations,
renewals, replacements, alterations, additions, betterments and
improvements to the Premises as to it may seem judicious; (vi) to
insure and reinsure the same and all risks incidental to
Beneficiary'S possession, operation and management thereof; and
-31-
.,'
"V '.7",
(vii) to receive all of such avails, rents, issues and profits;
Trustor hereby granting full power and authority to exercise each
and every of the rights, privileges and powers herein granted at
any and all times hereafter, without notice to Trustor,
(b) Beneficiary shall not be obligated to perform
or discharge, nor does it hereby undertake to perform or discharge,
any obligation, duty or liability under any lease. Trustor shall
and does hereby agree to indemnify and hold Beneficiary harmless of
and from any and all liability, loss or damage which it mayor
might incur by reason of its performance of any action authorized
under this Section 27 and of and from any and all claims and
demands whatsoever which may be asserted against it by reason of
any alleged obligations or undertakings on its part to perform or
discharge any of the terms, covenants or agreements of Trustor,
unless such liability, loss or damage results from Beneficiary's
acts constituting gross negligence or willful misconduct on the
part of Beneficiary. Should Beneficiary incur. any such liability,
loss or damage by its performance or nonperformance of actions
authorized by this Section 27, or in the defense of any claims or
demands, the amount thereof, including costs, expenses and
reasonable attorneys' fees and expenses, together with interest on
any such amount shall be secured hereby, and Trustor shall
reimburse Beneficiary therefor immediately upon demand.
(c) Notwithstanding the foregoing, Beneficiary's
reservation in this Section 27 of a right of possession of the
Premises in the event of a default hereunder shall not be deemed to
impose any requirement of possession in order to perfect the
assignment of rents and leases contained herein, it being agreed
and intended by Trustor that any and all assignments of rents and
leases are perfected upon the execution of this Deed of Trust
without necessity of any further action.
Application of Income Received bv Beneficiarv
28. Beneficiary, in the exercise of the rights and
powers hereinabove conferred upon it by Section 23, Section 24 and
Section 25 hereof, shall have full power to use and apply the
rents, issues and profits of the Premises to the payment of or on
account of the following, in such order as Beneficiary may
determine:
-32-
(a) to the payment of all reasonable fees and
expenses of the Beneficiary;
(b) to payment of all reasonable fees of the
receiver approved by the court;
(c) to payment of all prior or current real estate
taxes and special assessments with respect to the Premises;
(d) to payment of all premiums due for the
insurance required by the provisions of this Deed of Trust;
(e) to payment of expenses incurred for normal
operation and maintenance of the Premises in such order of priority
as Beneficiary shall deem proper, including, without limitation,
the payment of management (which shall include reasonable
compensation to Beneficiary and its agent or agents, if management
be delegated to an agent or agents), brokerage (which shall include
leasing commissions and other compensation and expenses of seeking
and procuring tenants and entering into leases) and attorneys'
fees;
(f) (i) if received prior to any foreclosure sale
of the Premises, then to Beneficiary for payment of the amounts and
fees and expenses due to Beneficiary under the Loan Agreement.
The rights and powers of Beneficiary under this Deed of Trust and
the application of the avails, rents, issues and profits as
provided above shall continue until expiration of the redemption
period from any foreclosure sale, whether or not any deficiency
remains after a foreclosure sale.
Beneficiary's Riqht of Inspection
29. Beneficiary, or its agents, representatives or
workers shall have the right to inspect the Premises and access
thereto shall be permitted for the purpose of inspecting the same
and for the purpose of performing any of the acts Beneficiary is
authorized to perform hereunder or by law or under any other
Related Document, including, without limitation, the rights
provided in California Civil Code Section 2929.5.
-33-
Condemnation
30. (a) If any proceeding or action be commenced for
the taking of the Premises, or any part thereof or interest
therein, for public or quasi-public use or otherwise, or if the
Premises are taken or damaged by reason of any public improvement,
or under the power of eminent domain or by condemnation or any
transaction in lieu of condemnation, or in any other manner (in any
such case a "Condemnation"), or should Trustor receive any notice
or other information regarding such proceeding, action or
Condemnation, Trustor shall give prompt written notice thereof to
Beneficiary. Beneficiary shall be entitled at its option, on
behalf of the holders of the Bonds as provided in the Indenture,
without regard to the adequacy of this security, to commence,
appear in and prosecute in its own name any such action or
proceeding and Beneficiary shall be entitled to make any compromise
or settlement in connection with such Condemnationi provided,
however, that if there does not exist a default under the Loan
Agreement, this Deed of Trust or the other Related Documents,
Trustor shall have the right to participate in and jointly settle
wi th Beneficiary any such action or proceeding, provided that
Beneficiary shall have the sole right to settle any such action or
proceeding which is not settled jointly by Beneficiary and Trustor
on or before ninety (90) days after such action or proceeding has
been commenced, unless Trustor has been unable, despite diligent
efforts on its part, to settle the claim in question within such
ninety (90) day period, in which case such ninety (90) day period
shall be extended for up to an additional sixty (60) days in order
to give Trustor sufficient time to effect such settlement, on the
condition that Trustor continue diligent efforts to achieve a
settlement during any such extension period. Trustor I s entire
interest in all compensation, awards, damages, rights to action and
proceeds awarded to Trustor by reason of any Condemnation
(collectively, "Condemnation Proceeds") are hereby assigned,
transferred and set over to Beneficiary, and Trustor agrees to
execute such further assignments of such proceeds as Beneficiary or
Trustor may require.
(b) If Trustor is obligated to restore or replace
the damaged or destroyed buildings or improvements under the terms
of any lease or leases which are or may be prior to the lien of
this Deed of Trust, and if such Condemnation does not result in
-34-
cancellation or termination of such lease, then, provided Trustor
is not then in default under this Deed of Trust, the Condemnation
Proceeds shall be used to reimburse Trustor for the cost of
rebuilding or restoring of buildings or improvements on the
Premises. In all other cases, Beneficiary shall have the right, at
its option, to apply the Condemnation Proceeds upon or in reduction
of the indebtedness secured hereby, whether due or not, and if the
same are insufficient to pay such amount in full, Beneficiary may,
at its option, declare the amounts due under the Loan Agreement and
this Deed of Trust to be due and payable as and when such amounts
come due and avail itself of any of the remedies provided herein or
in the Loan Agreement as in the case of a default. If the
Condemnation Proceeds are required to be used as aforesaid to
reimburse Trustor for the cost of rebuilding or restoring buildings
or improvements on the Premises, or if Beneficiary elects that the
Condemnation Proceeds be so used, and the buildings and other
improvements shall be rebuilt or restored, the Condemnation
Proceeds shall be paid out in the same manner as is provided in
Section 4 hereof for the payment of insurance proceeds towards the
cost of rebuilding or restoration of such buildings and other
improvements. Any surplus which may remain out of the Condemnation
Proceeds after payment of such cost of rebuilding or restoration
shall, at the option of Beneficiary, be applied on account of the
indebtedness secured hereby or be paid to any other party entitled
thereto. If the Condemnation Proceeds are not sufficient to repay
the Bonds in full and are not used as aforesaid to reimburse
Trustor for the cost of rebuilding or restoring buildings or
improvements on the Premises, Trustor shall immediately pay any
remaining balance, together with accrued interest. Application or
release of the Condemnation Proceeds as provided herein shall not
cure or waive any default or notice of default hereunder or under
any other Related Document or invalidate any act done pursuant to
such notice.
(c) Any Condemnation Proceeds paid to and held by
Beneficiary to reimburse Trustor for the cost of restoration of the
Premises shall be placed by Beneficiary in an interest bearing
account selected by Beneficiary. Any interest earned on such
Condemnation Proceeds shall be applied and disbursed in the same
manner as such Condemnation Proceeds and shall, for the purposes
hereof, be deemed to be part of such Condemnation Proceeds.
(d) Trustor hereby specifically, unconditionally
-35-
and irrevocably waives all rights of a property owner granted under
California Code of Civil Procedure Section 1265.225 (a), which
provides for allocation of condemnation proceeds between a property
owner and a lienholder, and any law or successor statute of similar
import.
31. OMITTED
Givinq of Notice
32. Any notice, demand, request or other communication
which any party hereto may be required or may desire to give
hereunder shall be in writing and shall be deemed to have been
properly given: (a) if hand delivered, on the day so delivered to
the address set forth below; (b) if mailed, on the third Business
Day after the day on which it is deposited in the United States
mails in the continental United States, registered or certified
mail, postage prepaid, returned receipt requested, addressed as set
forth below; (c) if by Federal Express or other reputable express
courier service, overnight delivery, on the next Business Day after
the date delivered to such express courier service, addressed as
set forth below; or (d) if by telecopy transmission, on the day and
at the time on which delivered to such party at the address and the
telecopier number set forth below:
If to the Trustor:
Redevelopment Agency of the
City of San Bernardino
201 North E Street, Third Fl.
San Bernardino, California 92401
Attention: Executive Director
If to the City:
City of San Bernardino
300 North "D" Street
San Bernardino, California 92401
Attention: Administrator
If to the Beneficiary:
U.S. Bank Trust, National Association
550 South Hope Street, Suite 500
Los Angeles, California 90071
Reference: City of San Bernardino
--Police Station/South Valle/201 North E
-36-
If to the Trustee:
Chicago Title Insurance Company
with a copy to:
Sabo & Green, A Professional Corporation
Special Counsel
23801 Calabasas Road, Suite 1015
Calabasas, California 91302
or at such other address or to such other addresses as the party to
be served with notice may have furnished in writing to the party
seeking or desiring to serve notice as a place for the service of
notice.
Remedies Not Exclusive
33. No action for the enforcement .of the lien or any
provision hereof shall be subject to any defense which would not be
good and available to the party interposing same in an action at
law upon the Loan Agreement. Trustee and Beneficiary, and each of
them, shall be entitled to enforce payment and performance of any
indebtedness or obligations secured hereby and to exercise all
rights and powers under this Deed of Trust or other agreement or
any laws now or hereafter in force, notwithstanding that some or
all of the said indebtedness and obligations secured hereby may now
or hereafter be otherwise secured, whether by mortgage, deed of
trust, pledge, lien, assignment or otherwise. Neither the
acceptance of this Deed of Trust nor its enforcement, whether by
court action or pursuant to the power of sale or other powers
herein contained, shall prejudice or in any manner affect
Beneficiary's right to realize upon or enforce any other security
now or hereafter held by Trustee, it being agreed that Trustee and
Beneficiary, and each of them, shall be entitled to enforce this
Deed of Trust and any remedy herein or in the Loan Agreement, or
any other Related Document or by law provided or permitted, but
each shall be cumulative and shall be in addition to every other
remedy given hereunder or under the Deed of Trust, Loan Agreement,
or any other Related Documents or now or hereafter existing at law
or in equity or by statute. Every power or remedy given hereby to
Trustee and Beneficiary, and each of them or to which they may be
otherwise entitled, may be exercised, concurrently or
independently, from time to time, and as often as it may be deemed
-37-
expedient by Trustee and Beneficiary, and each of them, and Trustee
or Beneficiary, or either of them, may pursue inconsistent
remedies. No waiver of any default of the Trustor hereunder shall
be implied from any omission by Trustee, Beneficiary or the Holders
to take any action on account of such default if such default
persists or is repeated, and no express waiver shall affect any
default other than the default specified in the express waiver and
that such waived default is waived only for the time and to the
extent therein stated. No acceptance of any payment of anyone or
more delinquent installments shall constitute a waiver of the
rights of Trustee, Beneficiary or holders of the Bonds at any time
thereafter to demand and collect payment of (a) interest or
(b) late charges, if any.
Waiver by Trustor
34. (a) Trustor waives any requirements of presentment,
demands for payment, notices of nonpayment or late payment,
protests, notices of protest, notices of dishonor, and all other
formalities or notices of any kind not otherwise required hereby or
by the Loan Agreement or any other Related Documents. Trustor
waives all rights and all privileges it might otherwise have to
require Trustee, Beneficiary, or both, to proceed against or
exhaust the assets encumbered hereby or by the Loan Agreement, or
any other Related Documents or to proceed against Trustor or any
Guarantor or to pursue any other remedy available to Beneficiary in
any particular manner or order under the legal or equitable
doctrine or principle of marshaling or of suretyship, and further
agrees that Trustee, or Beneficiary, or both, may proceed against
any or all of the assets encumbered hereby or by the Loan Agreement
or by any other Related Documents upon an Event of Default in such
order and manner as Beneficiary, in its sole discretion, may
determine.
(b) Trustor hereby agrees that it shall not and
will not apply for or avail itself of any appraisement, valuation,
stay, extension or exemption laws or any so-called "Moratorium
Laws," now existing or hereafter enacted, in order to prevent or
hinder the enforcement or foreclosure of this Deed of Trust, but
hereby waives the benefit of such laws. Trustor, for itself and all
who may claim through or under it, hereby waives any and all right
to have the property and estates comprising the Premises marshaled
upon any foreclosure of the lien hereof and agrees that any court
-38-
having jurisdiction to foreclose such lien may order the Premises
sold as an entirety. Trustor waives, to the extent permitted by
law, (i) the benefit of all laws now existing or that may hereafter
be enacted providing for any appraisement before sale of any
portion of the Premises, (ii) all rights of redemption, valuation,
appraisement, stay of execution, notice of election to mature or
declare due the whole of the secured indebtedness and marshaling in
the event of foreclosure of the liens hereby created and (iii) all
rights and remedies which Trustor may have or be able to assert by
reason of the laws of any state pertaining to the rights and
remedies of sureties. TO THE EXTENT PERMITTED BY LAW, TRUSTOR
HEREBY WAIVES ANY STATUTE OF LIMITATIONS APPLICABLE TO THIS DEED OF
TRUST AND ANY AND ALL RIGHTS TO TRIAL BY JURY IN ANY ACTION OR
PROCEEDING IN CONNECTION WITH THE ENFORCEMENT OF THIS DEED OF
TRUST.
(c) Trustor hereby expressly waives any defense
arising by reason of (i) the incapacity, lack 'of authority, death
or disability of Trustor or any other or others, (ii) the
revocation or repudiation of this Deed of Trust by Trustor or the
revocation or repudiation of the Loan Agreement, or other Related
Documents by Trustor or any other or others, (iii) the failure of
Beneficiary to file or enforce a claim against the estate, (either
in administration, bankruptcy or any other proceeding) of Trustor
or any other or others, (iv) the unenforceability in whole or in
part of the Related Documents or any other instrument, document or
agreement referred to herein, (v) Beneficiary's election, in any
proceeding instituted under the United States Bankruptcy Code
("Bankruptcy Code"), of the application of Section 1111(b) (2) of
the Bankruptcy Code, (vi) any borrowing or grant of a security
interest under Section 364 of the Bankruptcy Code, (vii) any
defense based upon an election of remedies by Beneficiary,
(viii) any rights or defenses created by anti-deficiency statutes
of the State of California, (ix) any defense based upon any taking,
modification or release of any collateral for any indebtedness of
Trustor to Beneficiary or any failure to perfect any security
interest in, or the taking of or failure to take any other action
with respect to, any collateral securing payment of the
indebtedness or performance of the obligations of Trustor and
(x) any rights or defenses based upon an offset by Trustor against
any obligation now or hereafter owed to Trustor by any other Party;
it being the intention hereof that Trustor shall remain liable as
principal, to the extent set forth herein, until the full payment
-39-
of the Indebtedness and full performance of all the obligations of
Trustor, notwithstanding any act, omission or thing which might
otherwise operate as a generality of the foregoing, or any other
provision hereof, Trustor hereby expressly waives any and all
benefits which might otherwise be available to it under California
Civil Code Sections 2809, 2810, 2819, 2825, 2839, 2945, 2846, 2847,
2848, 2849, 2850, 2899 and 3433 and California Code of Civil
Procedure Sections 580a through 580d and 726.
Estoooel Affidavits; Statements bv Beneficiary
35. (a) Trustor, within fifteen (15) days after written
request from Beneficiary, shall furnish a written statement, duly
acknowledged, setting forth the unpaid principal of, and interest
on, the indebtedness secured hereby and whether or not any offset
or defense exists against such indebtedness, and covering such
other matters as Beneficiary may reasonably require.
(b) Beneficiary shall furnish, upon request and
subj ect to the provisions hereof, any statement regarding the
obligations secured hereby or regarding the amounts held in any
trust or reserve fund hereunder required by California Civil Code
Section 2943. For any statement requested by Trustor regarding the
obligations secured hereby, or regarding the amounts held in any
trust or reserve fund established hereunder, Beneficiary may charge
a reasonable fee, not to exceed the maximum amount permitted by law
at the time of the request therefor. Trustor hereby requests that
a copy of any Notice of Default and every Notice of Sale be mailed
to it as provided by law at the address provided for in this Deed
of Trust.
Bindinq on Successors and Assiqns
36. This Deed of Trust may not be changed or terminated
orally. The covenants contained in this Deed of Trust shall run
with the Premises and shall bind Trustor, the successors and
assigns of Trustor, all subsequent owners, encumbrancers, tenants
and subtenants of the Premises, and all persons claiming under or
through Trustor, and shall inure to the benefit of Beneficiary, the
personal representative, successors and assigns of the Beneficiary
and all subsequent holders of this Deed of Trust.
-40-
No Third Parties Benefitted
37. This Deed of Trust is made and entered into for the
sole protection and benefit of Trustee, Beneficiary and Trustor,
their successors and assigns, and no other person or persons shall
have any right to action hereon.
38. INTENTIONALLY OMITTED
Captions
39. The cover page, the table of contents and the
captions and headings of various paragraphs of this Deed of Trust
are for convenience only and are not to be construed as defining or
limiting, in any way, the scope or intent of the provisions hereof.
Securitv Aqreement and Financinq Statements
40. (a) Trustor and Beneficiary agree: (i) that this
Deed of Trust shall constitute a "Security Agreement" within the
meaning of the Code with respect to all sums on deposit with the
Trustee (the "Deposits") and with respect to any property (the
"Property") included in the definition herein of the word
"Premises" which may not be deemed to form a part of the real
estate described in Exhibit A or may not constitute a "fixture"
(within the meaning of Code Section 9313), and all replacements of
such property, substitutions for such property, additions to such
property, and the proceeds thereof (said property, replacements,
substitutions, additions and the proceeds thereof being sometimes
herein collectively referred to as the "Collateral"); (ii) that a
security interest in and to the Collateral and the Deposits is
hereby granted to the Beneficiary; and (iii) that the Deposits and
all of trustor I s right, title and interest therein are hereby
assigned to Beneficiary, all to secure payment of the indebtedness
and to secure performance by Trustor of the terms, covenants and
provisions of the Loan Agreement, this Deed of Trust and the other
Related Documents.
(b) If an Event of Default occurs hereunder,
Beneficiary, pursuant to the appropriate provisions of the Code,
shall have an option to proceed with respect to both the real
property and the Collateral in accordance with its rights, powers
and remedies with respect to the real property, in which event the
-41-
default provisions of the Code shall not apply. The parties agree
that if Beneficiary shall elect to proceed with respect to the
Collateral separately from the real property, Beneficiary shall
have all remedies available to a secured party under the Code and
five (5) days I notice of the sale of the Collateral shall be
reasonable notice. The reasonable expenses of retaking, holding,
preparing for sale, selling and the like incurred by Beneficiary
shall include, but shall not be limited to, attorneys' fees and
legal expenses incurred by Trustee. Trustor agrees that, without
the written consent of Beneficiary, Trustor will not remove or
permi t to be removed from the Premises any of the Collateral,
however, so long as Trustor is not in default hereunder, it shall
be permitted to sell or dispose of the Collateral when obsolete,
worn out, inadequate, unserviceable or unnecessary for use in the
operation of the Premises, but only upon replacing the same or
substituting for the same other Collateral at least equal in value
and utility to the initial value and utility of the Collateral
disposed of and in such a manner that said replacement or
substituted collateral shall be subject to the security interest
created hereby and that the security interest of Beneficiary shall
be perfected and first in priority, it being expressly understood
and agreed that all replacements thereof, substitutions therefor or
additions thereto, unless Beneficiary otherwise consents, will be
free and clear of liens, encumbrances, title retention devices and
security interests of others.
(c) Trustor and Beneficiary agree, to the extent
permitted by law, that: (i) all of the goods described within the
definition of the word 11 Property" herein are or are to become
fixtures on the land described in Exhibit Ai (ii) this instrument,
upon recording or registration in the real estate records of the
proper office, shall constitute a "fixture filing" within the
meaning of Code Sections 9313 and 9402i and (iii) Trustor is the
record owner of the Site described in Exhibit A. The addresses of
Trustor and Beneficiary are set forth in the introductory paragraph
hereof.
(d) This Deed of Trust shall be self operative
with respect to the security interest granted in the Collateral,
but Trustor agrees, upon request by Beneficiary from time to time,
to execute, acknowledge and deliver to Beneficiary, a separate
security agreement, financing statement or other similar security
instruments, in form satisfactory to Beneficiary, covering all
-42-
property of any kind whatsoever owned by Trustor, as the case may
be, which in the sole opinion of Beneficiary is essential to the
operation of the Premises and which constitutes goods within the
meaning of the Code or concerning which there may be any doubt
whether the title to same has been conveyed by or security interest
perfected by this Deed of Trust under the laws of the State of
California, and will further execute, acknowledge and deliver or
cause to be executed, acknowledged and delivered, any financing
statement, affidavit, continuation statement or certificate or
other document as Beneficiary may request in order to perfect,
preserve, maintain, continue and extend the security interest under
and the priority of this Deed of Trust and such security
instrument. Trustor further agrees to pay to Beneficiary on demand
all costs and expenses incurred by Beneficiary in connection with
the preparation, execution, recording, filing and re-filing of any
such document. Trustor shall from time to time, on request of
Beneficiary, deliver to Beneficiary an inventory of the Collateral
in reasonable detail. To the extent permitted. by the provisions of
the Code, now or hereinafter in effect, Trustor hereby authorizes
Beneficiary, without the signature of Trustor, to execute and file
any of the documents described in this Section 40 if Trustee shall
determine that such are necessary and advisable in order to perfect
Beneficiary's security interest in the Collateral.
41. INTENTIONALLY OMITTED
Beneficiary's Lien for Costs and Expenses
42. At all times, regardless of whether any funds have
been disbursed, this Deed of Trust secures {in addition to any
funds disbursed from time to time} the payment of any and all costs
and expenses due to or incurred by Trustee or Beneficiary in
connection with the Loan Agreement to be secured hereby.
Acceptance by Trustee
43.
duly executed
by law.
Trustee accepts this trust when this Deed of Trust,
and acknowledged, is made a public record as provided
-43-
Trust Irrevocable; No Offset
44. The trust created hereby is irrevocable by Trustor.
No offset or claim that Trustor now or may in the future have
against Beneficiary shall relieve Trustor from paying installments
or performing any other obligation herein or secured hereby.
Further Assurances
45. Trustor, Beneficiary and Trustee agree to do, and to
cause to be done, such further acts and things and to execute and
deliver, or to cause to be executed and delivered, such additional
assignments, agreements, powers and instruments, and any of them
may reasonably require or deem advisable to keep valid and
effective the charges and lien hereof, to carry into effect the
purposes of this Deed of Trust or to better assure and confirm unto
any of them their rights, powers and remedies hereunder; and, upon
request by Beneficiary, shall supply evidence of fulfillment of
each of the covenants herein contained concerning which a request
for such evidence has been made.
Truth-in-Lendinq
46.
secured hereby
Act, 15 D.S.C.
Trustor represents and agrees that the obligation
is an exempt transaction under the Truth-in-Lending
S 1601, et ~.
Environmental Representations, Warranties and Covenants of Trustor
47. Trustor represents that, after due inquiry and
investigation, no portion of the Premises has ever been used by
previous owners and/or operators to refine, produce, store, handle,
transfer, process or transport Hazardous Materials, including but
not limited to gasoline, petroleum and other petroleum by-products,
asbestos, explosives, PCBs, radioactive materials or any hazardous
or toxic material, substance or waste which is defined by those or
similar terms or is regulated as such under any statute, law,
ordinance, rule or regulation of any governmental authority having
jurisdiction over the Project or any portion thereof or its use,
including, without limitation, any material, substance or waste
which is: (a) defined as a hazardous substance under Section 311 of
the Water Pollution Control Act; (33 D.S.C. s1317) as amended;
(b) defined as a hazardous waste under Section 1004 of the Resource
-44-
Conservation and Recovery Act of 1976, 42 U.S.C. ~ 6901, et seq.,
as amended; (c) defined as a hazardous waste substance under
Section 101 of the Comprehensive Environmental Response,
Compensation and Liability Act of 1986, as amended by the Superfund
Reauthorization Act of 1986, 42 U.S.C. ~ 9601, et seo. or any so-
called "superfund" or "superlien" law, including the judicial
interpretations thereof; (d) defined as a "pollutant" or
"contaminant" under 42 U.S.C.A. ~ 9601 (33); (e) defined as
"hazardous waste" pursuant to 40 C.P.R. Part 260; (f) defined as a
"hazardous chemical" under 29 C.P.R. Part 1910; (g) defined as a
"hazardous waste," "extremely hazardous waste" or "restricted
hazardous waste" under Sections 25117, 25115 or 25122.7, or listed
pursuant to Section 25140, of the California Health and Safety
Code, Division 20, Chapter 6.5 (Hazardous Waste Control Act);
(h) defined as "used oil" under Section 25249.110 of the California
Health and Safety Code, Division 20, Chapter 6.5; (i) defined as a
"hazardous substance" under Section 25316 of the California Health
and Safety Code, Division 20, Chapter 6.8 (Carpenter-Presley-Tanner
Hazardous Substance Account Act); (j) defined as a "hazardous
material," "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); ; (i) 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 Act);
(1) defined as " waste" under Section 13050 of the California Water
Code; (m) listed under Section 2549.8 of the California Health and
Safety Code, Division 20, Chapter 6.6 (Proposition 65); or
(n) subject to any other law or other past, present or future
requirement of any governmental authority regulating, relating to,
or imposing obligations, liability or standards of conduct
concerning, the protection of human health, plant life, animal
life, natural resources, property or the reasonable enjoyment of
any solid, liquid, gas, odor or any form of energy from whatever
source ("Hazardous Materials"). Trustor has not in the past, nor
shall Trustor in the future, use the Premises or allow the Premises
to be used for the purpose of refining, producing, storing,
handling, transferring, processing or transporting said Hazardous
Materials.
The Trustor hereby covenants and agrees to indemnify,
defend and hold harmless the Beneficiary from and against any and
all claims, judgments, damages, penalties, fines, costs and
-45-
liabilities that arise directly or indirectly from or in connection
with the presence, suspected presence, release or suspected release
of any Hazardous Materials in, or from, the Premises, whether into
the air, soil, surface water or groundwater at the Premises, or any
other violations, actual or alleged, of any of the statutes, laws,
ordinances, rules or regulations of any governmental authority,
including without limitation those set forth above, or any breach
of the foregoing representations, warranties and covenants.
-46-
Governinq Law
48. THIS DEED OF TRUST SHALL BE GOVERNED BY THE LAWS OF
THE STATE OF CALIFORNIA.
THE TRUSTOR ACKNOWLEDGES RECEIPT OF A TRUE COpy OF THIS
DEED OF TRUST WITHOUT CHARGE.
-47-
IN WITNESS WHEREOF, Trustor has executed this Deed of
Trust on the day and year first above written.
TRUSTOR PLEASE NOTE: UPON THE OCCURRENCE OF A DEFAULT,
CALIFORNIA PROCEDURE PERMITS TRUSTEE TO SELL THE PREMISES AT A SALE
HELD WITHOUT SUPERVISION BY ANY COURT AFTER EXPIRATION OF A PERIOD
PRESCRIBED BY LAW. UNLESS YOU PROVIDE AN ADDRESS FOR THE GIVING OF
NOTICE, YOU MAY NOT BE ENTITLED TO NOTICE OF THE COMMENCEMENT OF
ANY SALE PROCEEDINGS. BY EXECUTION OF THIS DEED OF TRUST, YOU
CONSENT TO SUCH PROCEDURE. BENEFICIARY URGES YOU TO GIVE PROMPT
NOTICE OF ANY CHANGE IN YOUR ADDRESS SO THAT YOU MAY RECEIVE ANY
NOTICE GIVEN PURSUANT TO THIS DEED OF TRUST.
r
STATEOF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
On September 27. 1999 before me, Lisa A. Gomez,
Notary Public, personally appeared Gary Van Osdel . personally known to me
(or pro\'oel to mo on tho basis sf satisfactory evidonoe) to be the person~ whose
nam~ is.Lafe subscribed to the within instrument and acknowledged to me that
he/she/they executed the same in his/her/their authorized capacity~, and that by
his/her/their signature~ on the instrument the person~, or the entity upon behalf of
which the person~ acted, executed the instrument.
WITNESS my hand and official seal.
Signature I
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''1.. eornm1ss\Orl i 1198921 t
bile - earlfcrT1ia ~
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(Seal)
EXHIBIT "A"
DESCRIPTION OF PREMISES
The real property situated in the State of California,
County of San Bernardino, and described as follows:
[See next page]
EXHIBIT A
DmsrON THREE:
PARCEL NO. 1A:
THAT PORTION OF BLOCK 13, CITY OF SAN BERNARDINO, IN THE CITY OF SAN
BERNARDINO, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER MAP RECORDED
IN BOOK 7 PAGE 1 OF MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY,
DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE EAST LINE OF "E" STREET WITH THE NORTH
LINE OF "2ND" STREET AS DESCRIBED IN THAT CERTAIN DEED TO THE CITY OF SAN
BERNARDINO RECORDED MAY 21, 1970 IN BOOK 7447 PAGE 275 OFFICIAL RECORDS OF
SAID COUNTY;
THENCE SOUTH 890 56' 00" EAST ALONG SAID NORTH LINE 111.67 FEET;
THENCE NORTH 450 04' 11" EAST 9.90 FEET;
THENCE NORTH 00 04' 11" EAST 112.21 FEET;
THENCE NORTH 150 04' 11" EAST 100.46 FEET;
THENCE NORTH 0004' 11" EAST 111.75 FEET TO A LINE 'PARALLEL WITH AND DISTANT
225.92 FEET SOUTHERLY MEASURED AT RIGHT ANGLES, FROM THAT CERTAIN COURSE
RECITED AS "NORTH 890 55' 49" WEST 206.48 FEET" IN THE BOUNDARY DESCRIBED IN
DEED TO THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO, CALIFORNIA
RECORDED JUNE 4, 1970 IN BOOK 7455 PAGE 214 OFFICIAL RECORDS OF SAID COUNTY;
THENCE NORTH 890 55' 49" WEST ALONG SAID PARALLEL LINE 137.19 FEET TO SAID EAST
LINE OF "E" STREET;
THENCE SOUTH 30 57' 51" WEST ALONG SAID EAST LINE 116.07 FEET;
THENCE CONTINUING ALONG SAID EAST LINE SOUTH 00 02' 25" EAST 212.20 FEET TO THE
POINT OF BEGINNING.
ALSO KNOWN AS PARCEL NO. 27 OF PARCEL MAP NO. 688 IN THE CITY OF SAN
BERNARDINO, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER MAP RECORDED
IN BOOK 25 OF PARCEL MAPS, PAGES 47 TO 58 INCLUSIVE, IN THE OFFICE OF THE
COUNTY RECORDER OF SAID COUNTY.
PARCEL NO. 1B:
TOGETHER WITH AN EASEMENT FOR VEHICULAR INGRESS AND EGRESS OVER THAT PORTION
OF SAID BLOCK 13 DESCRIBED AS FOLLOWS:
COMMENCING AT SAID INTERSECTION OF THE EAST LINE OF "E" STREET WITH THE NORTH
LINE OF "2ND" STREET;
THENCE SOUTH 8 9 0 5 6' 0 0" EAST ALONG SAID NORTH LINE 111. 67 FEET TO THE TRUE
POINT OF BEGINNING;
THENCE NORTH 450 04' 11" EAST ALONG THE EAST LINE OF THE ABOVE DESCRIBED PARCEL
9.90 FEET;
THENCE CONTINUING ALONG SAID EAST LINE NORTH 00 04' 11" EAST 112.21 FEET;
THENCE CONTINUING ALONG SAID EAST LINE NORTH 150 04' 11" EAST 100.46 FEET;
THENCE CONTINUING ALONG SAID EAST LINE NORTH 00 04' 11" EAST 11.75 FEET TO THE
NORTH LINE OF SAID PARCEL;
THENCE SOUTH 890 55' 49" EAST ALONG THE EASTERLY PROLONGATION OF SAID NORTH
LINE 30.50 FEET;
THENCE SOUTH 00 04' 11" WEST 138.74 FEET;
THENCE SOUTH 150 04' 11" WEST 113.98 FEET;
THENCE SOUTH 00 04' 11" WEST 79.16 FEET TO SAID NORTH LINE OF "2ND" STREET;
THENCE NORTH 890 57' 00" WEST 34.00 FEET TO THE POINT OF BEGINNING.
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R(-!r:G~c'10:! ~squested By
r.L;ji'~\':1n flTLE COl\.lPANY
R~CO~DINGREQcrES~ED B1:
Recorded in Official Records, County of
San Bernardino, Larry Walker, Recorder
CITY OF SAN BERNARDINO
Doc No. 19990408317
08:00am 09/29/99
AND WHEN RECORDED RETURN TO:
~hicago Htle A
~ o~1
SABO & GREEN,
a Professional Corporation
Suite 1015
23801 Calabasas Road
Calabasas, California 91302
THIS TRANSACTION IS EXEMPT FROM CALIFORNIA DOCUMENTARY TRANSFER TAX PURSUANT TO
SECTION 11929 OF THE CALIFORNIA REVENUE AND TAXATION CODE. THIS DOCUMENT IS
EXEMPT FROM RECORDING FEES PURSUANT TO SECTION 27383 OF THE CALIFORNIA GOVERNMENT
CODE.
(Space Above for Recorder's Use)
SOUTH VALLE SITE AND FACILITY LEASE
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SOUTH VALLE SITE AND FACILITY LEASE
Dated as of September 1, 1999
by and between the
CITY OF SAN BERNARDINO, as Lessor
and the
SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY, as Lessee
$15,480,000
Refunding Certificates of Participation
(1999 Police Station and South Valle and 201
North E Street Projects)
Evidencing the Direct, Undivided Fractional Interest of the Owner
Thereof in Lease Payments to be Made by the
CITY OF SAN BERNARDINO, CALIFORNIA
As the Rental for Certain Projects Pursuant
to Lease Agreements With the
San Bernardino Joint Powers Financing Authority
SBEOj0180jDOC/017.1
SOUTH VALLE SITE AND FACILITY LEASE
This SOUTH VALLE SITE AND FACILITY LEASE (this "Site and
Facility Lease"), dated as of September 1, 1999, is by and l:etween
the CITY OF SAN BE~~ARDINO, a municipal corporation duly organized
and existing under and by virtue of the laws of the State of
California (the "City"), as lessor, and the SAN BERNARDINO JOINT
POWERS FINANCING AUTHORITY duly organized and existing under and by
virtue of the laws of the State of California (the "Authority"), as
lessee;
WIT N E SSE T H:
WHEREAS, the City leased certain property (as further
described in Exhibit A hereto) (the "South Valle Improvements") to
the Authority to assist in financing the construction thereof by
causing the execution and delivery of certain 1987 Refunding
Certificates of Participation (South Valle Public Improvements
Project) (the "Prior Certificates"); and
WHEREAS, the parties desire to assist in the refinanci~g
of the South Valle Improvements and therefore propose to enter into
this Site and Facility Lease as a material consideration for the
Authority's agreement to lease the South Valle Improvements to the
City pursuant to a Lease Agreement, dated as of the same dated
hereof (the "South Valle Lease Agreement") .
NOW, THEREFORE, IT IS HEREBY MUTUALLY AGREED, as follows:
Section 1. Site and Facilitv Lease. The City hereby
leases to the Authority and the Authority hereby leases from the
City, on the terms and conditions hereinafter set forth, the South
Valle Improvements situated in the City, County of San Bernardino,
State of California, more particularly described in Exhibit A
attached hereto and made a part hereof.
Section 2. Term. The term of this Site and Facility
Lease shall commence on the date of recordation of this Site and
Facility Lease in the Office of the County Recorder of the County
1
of San Bernardino, State of California, and shall end on September
2, 2024, unless such term is extended or sooner terminated as
hereinafter provided. If, on September 2, 2024, the aggregate
amount of Lease Payments (as defined in and as payable under the
Lease Agreement) shall not have been paid, or provision shall not
have been made for their payment, then the term of this Site and
Facility Lease shall be extended until such Lease Payments shall be
fully paid or provision made for such payment. If, prior to
September 2, 2024, all Lease Payments shall be fully paid or
provision made for such payment in accordance with Section 4.2 or
10.1 of the Lease Agreement, the term of this Site and Facility
Lease shall end.
Section 3. Rental. The City acknowledges receipt
from the Authority, as and for rental hereunder, the sum of one
dollar ($1.00) on or before the date of delivery of this Site and
Facility Lease.
Section 4. Purpose. The Authority shall use the
South Valle Improvements solely for the purpose of leasing the said
site to the City pursuant to the Lease Agreement and for such
purposes as may be incidental theretoi provided, however, that in
the event of default by the City under the Lease Agreement, the
Authority and its assigns may exercise the remedies provided in the
Lease Agreement.
Section 5. Citv' s Interest
Improvements Site. The City covenants that
easement in the South Valle Improvements.
in South Valle
it is the owner of an
Section 6. Assiqnments and Subleases. Unless the
City shall be in default under the Lease Agreement, the Authority
may not assign its rights under this Site and Facility Lease or
sublet the South Valle Improvements, except as provided in the
Lease Agreement, without the written consent of the City and MBIA
Insurance Corporation, Armonk New York, as the Bond Insurer.
Section 7. Riqht of Entrv. The City reserves the
right, for any of its duly authorized representatives, to enter
upon the South Valle Improvements at any reasonable time to inspect
the same or to make any repairs, improvements or changes necessary
for the preservation thereof.
2
Section 8. Termination. The Authority agrees, upon
the termination of this Site and Facility Lease, to quit and
surrender the South Valle Improvements in the same good order and
condition as the same were in at the time of commencement of the
term hereunder, reasonable wear and tear excepted, and agrees that
any permanent improvements and structures existing upon the South
Valle Improvements at the time of the termination of this Site and
Facility Lease shall remain thereon and title thereto shall vest in
the City.
Section 9. Default. In the event the Authority shall
be in default in the performance of any obligation on its part to
be performed under the terms of this Site and Facility Lease, which
default continues for thirty (30) days following notice and demand
for correction thereof to the Authority, the City may exercise any
and all remedies granted by law; provided, however, that so long as
any Certificates (as defined in the Lease Agreement) are
outstanding and unpaid in accordance with the terms thereof, the
Lease Payments assigned by the Authority to the trustee under the
Assignment Agreement, dated as of September 1, 1999, by and between
the Authority and U.S. Bank Trust National Association, as trustee
(the "Trustee"), shall continue to be paid to the Trustee.
Section 10. Ouiet Enlovment. The Authority, at all
times during the term of this Site and Facility Lease, shall
peaceably and quietly have, hold and enjoy the South Valle
Improvements subject to the provisions of the Lease Agreement and
the Trust Agreement, dated as of September 1, 1999, by and among
the City, the Authority and the Trustee.
Section 11. Waiver of Personal Liabilitv. All
liabilities under this Site and Facility Lease on the part of the
Authority are solely liabilities of the Authority and the City
hereby releases each and every member, director, officer, employee
and agent of the Authority of and from any personal or individual
liability under this Site and Facility Lease. No member, director,
officer, employee or agent of the Authority shall at any time or
under any circumstances be individually or personally liable under
this Site and Facility Lease for anything done or omitted to be
done by the Authority hereunder.
Section 12. Taxes. The Authority covenants and agrees
to pay any and all assessments of any kind or character and also
3
all taxes, including possessory interest taxes, levied
upon the South Valle Improvements (including both
improvements) .
or assessed
land and
Section 13. Eminent Domain. In the event the whole or
any part of the South Valle Improvements is taken by eminent
domain proceedings, the interest of the Authority shall be
recognized and is hereby determined to be the amount of the then
unpaid Certificates including the unpaid principal and interest
with respect to any then outstanding such Certificates and, subject
to the provisions of the Lease Agreement, the balance of the award,
if any, shall be paid to the City.
Section 14. Partial Invaliditv. If anyone or more of
the terms, provisions, covenants or conditions of this Site and
Facility Lease shall, to any extent, be declared invalid,
unenforceable, void or voidable for any reason whatsoever by a
court of competent jurisdiction, the finding., order or decree of
which becomes final, none of the remaining terms, provisions,
covenants and conditions of this Site and Facility Lease shall be
affected thereby, and each provision of this Site and Facility
Lease shall be valid and enforceable to the fullest extent
permitted by law.
Section 15. Notices. All notices, statements,
demands, consents, approvals, authorizations, offers, designations,
requests or other communications hereunder by either party to the
other shall be in writing and shall be sufficiently given and
served upon the other party if delivered personally or if mailed by
United States registered mail, return receipt requested, postage
prepaid, and, if to the City, addressed to the City in care of the
City Administrator, City of San Bernardino, 300 North "D" Street,
San Bernardino, CA 92418, or if to the Authority, addressed to the
Authority in care of the Executive Director, San Bernardino Joint
Powers Financing Authority, 201 North "E" Street, Third Floor,
San Bernardino, CA 92401, or to such other addresses as the
respective parties may from time to time designate by notice in
writing.
Section 16. Section Headinos. All section headings
contained herein are for convenience of reference only and are not
intended to define or limit the scope of any provision of this Site
and Facility Lease.
4
Section 17. Execution in Counterparts. This Site and
Facility Lease may be executed in any number of counterparts, each
of which shall be deemed to be an original but all together shall
constitute but one and the same instrument.
5
IN WITNESS WHEREOF, the City and the Authority have
caused this Site and Facility Lease to be executed by their
respective officers thereunto duly authorized, all as of the day
and year first above written.
CITY OF SAN BERNARDINO,
as Lessor
Attest:
~h.~
. City Clerk
By
POWERS
as Lessee
Attest:
Attest:
~;zf~
Assistant Secretary
~~.l
retary
/:1.~
SacO\0180\DOC\017
5
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
On September 27. 1999 before me, Lisa A. Gomez.
Notary Public, personally appeared Gary Van Osdel . personally known to me
(or Ilrovod to me on tho baGi& of &atisKH,tory o'.'idenClo) to be the personfe;1 whose
namefe;1 islafe. subscribed to the within instrument and acknowledged to me that
he/cho/thoy executed the same in his/hor/their authorized capacityfiest, and that by
his/hor/thoir signaturefe;1 on the instrument the personfe;1, or the entity upon behalf of
which the personfe;1 acted, executed the instrument.
WITNESS my hand and official seal.
Signature!
_Q ~A.GOMEz
~, CommISSion # IJ 98927
z Notary PUblic _ Ca/item' Z
SanS 10 ~
My emCTdino County -
~ .~ _~m.Expi:esOct18.2C02
-=- ~
(Seal)
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
On September 28. 1999 before me, Lisa A. Gomez.
Notary Public, personally appeared Judith Valles. personally known to me fef
pro':od to FRO on tho basis of satisfaotory ovidenoo) to be the personW whose nameW
islaFe subscribed to the within instrument and acknowledged to me that Re.lsheARey
executed the same in Rffi/herAAeH: authorized capacityfje6t, and that by fHs.lherAAeH:
signatureW on the instrument the personW, or the entity upon behalf of which the
personfst acted, executed the instrument.
WITNESS my hand and official seal.
1;-----------
fj USA A GOMEZ
_ Commission f# 1198927 ~
~' Notary PUbl"lC - CafdanJa f
San Bemadlno County -
j _ _ _ ~:a::~~l~~t
(Seal)
EXHIBIT A
DESCRIPTION OF THE SOUTH VALLE IMPROVEMENTS
9
EXIllBIT A
DIVISION ONE:
PARCEL NO.1:
HUNTS LANE EXISTING CITY OF SAN BERNARDINO RIGHT OF WAY BETWEEN REDLANDS
BOULEVARD AND 200 FEET SOUTH OF THE SOUTHERN PACIFIC RAILROAD, IN THE CITY OF
SAN BERNARDINO, BEING A PORTION OF LOT 4, BLOCK 65, RAHCHO SAN BERNARDINO, IN
THE COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER PLAT RECORDED IN
BOOK 7 OF MAPS, PAGE 2, RECORDS OF SAID COUNTY, AND DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE CENTER LINE OF HUNTS LANE AND THE SOUTH
LINE OF REDLANDS BOULEVARD (82. 50 FEET WIDE) ;
THENCE SOUTH 1450.00 FEET, ALONG THE SAID CENTER LINE OF HUNTS LANE;
THENCE EAST 44.00 FEET TO THE EAST LINE OF SAID HUNTS LANE;
THENCE NORTH ALONG SAID EAST LINE OF HUNTS LANE, FOLLOWING ALL ITS VARIOUS
COURSES AND DISTANCES, TO THE SOUTH LINE OF SAID REDLANDS BOULEVARD;
THENCE WEST ALONG SAID SOUTH LINE OF REDLANDS BOULEVARD TO THE POINT OF
BEGINNING.
PARCEL NO.2:
REDLANDS BOULEVARD EXISTING CITY RIGHT OF WAY BETWEEN HUNTS LANE AND WATERMAN
AVENUE SOUTH BOUND OFF RAMP OF INTERSTATE 10 FREEWAY, IN THE CITY OF SAN
BERNARDINO, BEING A PORTION OF LOT 4, BLOCK 64; AND A PORTION OF LOT 1, BLOCK
54, OF THE RANCHO SAN BERNARDINO, IN THE COUNTY OF SAN BERNARDINO, STATE OF
CALIFORNIA, AS PER PLAT RECORDED IN BOOK 7 OF MAPS, PAGE 2, RECORDS OF SAID
COUNTY, AND DESCRIBED AS FOLLOWS:
BEGINNING AT A CENTER LINE INTERSECTION OF REDLANDS BOULEVARD AND HUNTS LANE,
SAID POINT MARKED BY A CALIFORNIA DIVISION OF HIGHWAYS BRASS CAP MONUMENT AS
SHOWN PER PARCEL MAP NO. 3818, IN BOOK 35 OF PARCEL MAPS, PAGE 35;
THENCE NORTH ALONG SAID HUNTS LANE CENTER LINE TO THE NORTH LINE OF SAID
REDLANDS BOULEVARD;
THENCE EAST ALONG SAID NORTH LINE OF REDLANDS BOULEVARD FOLLOWING ITS VARIOUS
COURSES AND DrSTANCES TO THE INTERSECTION OF THE SOUTHEASTERLY PROLONGATION OF
THE EASTERLY LINE OF THE WATERMAN AVENUE SOUTH BOUND OFF RAMP AS SHOWN PER
STATE OF CALIFORNIA RIGHT OF WAY MAP NO. 910512 AND BEARING SOUTH 240 18' 00"
EAST PER SAID STATE MAP;
THENCE SOUTH 82.50 FEET TO THE SOUTH LINE OF SAID REDLANDS BOULEVARD;
THENCE WEST ALONG SAID SOUTH LINE OF REDLANDS BOULEVARD FOLLOWING ITS VARIOUS
COURSES AND DISTANCES TO SAID CENTER LINE OF HUNTS LANE;
THENCE NORTH ALONG SAID CENTER LINE OF HUNTS LANE TO THE POINT OF BEGINNING.
PARCEL NO.3:
CAROLINE STREET EXISTING 60 FOOT RIGHT OF WAY BETWEEN WATERMAN AVENUE AND ITS
WEST TERMINUS, IN THE CITY OF SAN BERNARDINO, BEING A PORTION OF LOT 4, BLOCK
65, OF THE RANCHO SAN BERNARDINO, IN THE COUNTY OF SAN BERNARDINO, STATE OF
CALIFORNIA, AS PER PLAT RECORDED IN BOOK 7 OF MAPS, PAGE 2, RECORDS OF SAID
COUNTY, AND DESCRIBED AS FOLLOWS:
BEGINNING AT THE MOST SOUTHEASTERLY CORNER OF PARCEL 6, OF PARCEL MAP NO.
2803, IN THE CITY OF SAN BERNARDINO, RECORDED IN BOOK 34 OF PARCEL MAPS, PAGES
83 AND 84, RECORDS OF SAN BERNARDINO COUNTY, SAID POINT BEING ON THE SOUTH
LINE OF CAROLINE STREET;
THENCE NORTH 60.00 FEET ALONG THE EAST LINE OF SAID PARCEL 6 TO THE NORTH LINE
OF SAID CAROLINE STREET;
THENCE EAST ALONG SAID NORTH LINE OF CAROLINE STREET TO THE WEST LINE OF
WATERMAN AVENUE (82.5 FEET WIDE);
THENCE SOUTH ALONG THE WEST LINE OF WATERMAN AVENUE TO THE SOUTH LINE OF SAID
CAROLINE STREET;
THENCE WEST ALONG SAID SOUTH LINE OF CAROLINE STREET TO THE POINT OF
BEGINNING.
PARCEL NO.4:
HUNTS LANE EXISTING CITY OF SAN BERNARDINO RIGHT OF WAY BETWEEN REDLANDS
BOULEVAlill AND "E" STREET, IN THE CITY OF SAN BERNARDINO, BEING A PORTION OF
LOTS 1 AND 2, BLOCK 54 AND A PORTION OF LOTS 3 AND 4, BLOCK 65, BOTH OF THE
RANCHO SAN BERNARDINO, IN THE COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA,
AS PER PLAT RECORDED IN BOOK 7 OF MAPS, PAGE 2, RECORDS OF SAID COUNTY, AND
DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE CENTER LINE OF HUNTS LANE AND THE SOUTH
LINE PROLONGATION OF "E" STREET BEARING NORTH 890 42' 56" EAST AS SHOWN ON
PARCEL MAP NO. 4491, RECORDED IN BOOK 43 OF PARCEL MAPS, PAGE 42, RECORDS OF
SAN BERNARDINO COUNTY;
THENCE EAST ALONG SAID SOUTH LINE PROLONGATION OF "E" STREET TO THE EAST LINE
OF HUNTS LANE;
THENCE SOUTH ALONG SAID EAST LINE OF HUNTS LANE TO THE SOUTH LINE OF REDLANDS
BOULEVARD ;
THENCE WEST TQ A POINT THAT INTERSECTS THE SOUTH LINE OF STEEL ROAD AND THE
WEST LINE OF HUNTS LANE;
THENCE NORTH ALONG SAID WEST LINE OF HUNTS LANE AND ITS PROLONGATION TO THE
SAID SOUTH LINE PROLONGATION OF "E" STREET;
THENCE EAST ALONG SAID SOUTH LINE PROLONGATION OF "E" STREET TO THE POINT OF
BEGINNING.
EXCEPTING THEREFROM THAT PORTION LYING WITHIN THE CORPORATE CITY LIMITS OF THE
CITY OF COLTON, CALIFORNIA AS SAID CITY LIMITS EXISTED ON JUNE 15, 19~4.
ALSO EXCEPTING THEREFROM THAT PORTION OF HUNTS LANE AS CONVEYED TO THE STATE
OF CALIFORNIA, BY DEEDS RECORDED IN BOOK 3833, PAGE 474, OFFICIAL RECORDS; IN
BOOK 3918, PAGE 82, OFFICIAL RECORDS; IN BOOK 5324, PAGE 520, OFFICIAL
RECORDS; AND NOT RELINQUISHED TO THE CITY OF SAN BERNARDINO BY THE STATE OF
CALIFORNIA, AS DESCRIBED IN THAT CERTAIN RELINQUISHMENT OF HIGHWAY RIGHT OF
WAY DEED RECORDED IN BOOK 8154, PAGE 659, OFFICIAL RECORDS.
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Recording Requested By
CH:C,L..GO TlTLE COil,lPANY
RECORDING REQUESTED BY:
CITY OF SAN BERNARDINO
AFTER RECORDATION RETURN TO:
SABO & GREEN, A Professional Corp
23801 Calabasas Road, Suite 1015
Calabasas, California 91302
SBEO/0180/DOC/018,l
Recorded in Official Records, County of
San Bernardino, Larry Walker, Recorder
Doc No. 19990408318
08:00am
~hica~o Htle A
09/29/99
~ ~~1
THIS TRANSACTION IS EXEMPT FROM CALIFORNIA DOCUMENTARY TRANSFER TAX
PURSUANT TO SECTION 11929 OF THE CALIFORNIA REVENUE'AND TAXATION CODE.
THIS DOCUMENT IS EXEMPT FROM RECORDING FEES PURSUANT TO SECTION 27383
OF THE CALIFORNIA GOVERNMENT CODE.
SOUTH VALLE
LEASE AGREEMENT
,.....
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SOUTH VALLE LEASE AGREEMENT
Dated as of September I, 1999
by and between the
SAN BERNARDINO JOINT POWERS FINANCING AUTHORITY, as Lessor
and
CITY OF SAN BERNARDINO, CALIFORNIA, as Lessee
$15,480,000
Refunding Certificates of Participation
(1999 Police Station, South Valle and 201 North E Street Projects)
Evidencing the Direct, Undivided Fractional Interest of the Owner
Thereof in Lease Payments to be Made by the
CITY OF SAN BERNARDINO, CALIFORNIA
As the Rental for Certain Projects Pursuant
to Lease Agreements With the
San Bernardino Joint Powers Financing Authority
Section 1.1
Section 2.1
Section 2.2
Section 3.1
Section 3.2
Section 3.3
Section 3.4
Section 4.1
Section 4.2
Section 4.3
Section 4.4
Section 4.5
Section 4.6
Section 4.7
TABLE OF CONTENTS
ARTICLE I
DEFINITIONS
Paoe
Definitions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2
ARTICLE II
REPRESENTATIONS, COVENANTS AND WARRANTIES
Representations, Covenants and
Warranties of the City........................ 12
Representations, Covenants and
Warranties of the Authority .................. 12
ARTICLE III
DEPOSIT OF MONEYS; ACQUISITION AND
CONSTRUCTION OF THE IMPROVEMENTS
Deposi t of Moneys . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Acquisition and Construction of
Improvements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
Payment of Acquisition and
Construction Costs . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Payment of Delivery Costs.. . . . . . . . . . . . . . . . . . . . . 15
ARTICLE IV
AGREEMENT TO LEASE; TERM OF THIS LEASE
AGREEMENT; LEASE PAYMENTS
Lease. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Term of Agreement.............................. 16
Possession. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
Lease Payments................................. 16
Quiet Enj oyment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Title. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Additional Payments............................ 20
ARTICLE V
MAINTENANCE; TAXES; INSURANCE; USE
LIMITATIONS; AND OTHER MATTERS
i
Section 5.1
Section 5.2
Section 5.3
Section 5.4
Section 5.5
Section 5.6
Section 5.7
Section 5.8
Section 5.9
Section 5.10
Section 5.11
Section 5.12
Section 5.13
Section 6.1
Section 6.2
Section 6.3
Section 7.1
Section 7.2
Section 7.3
Section 8.1
Section 8.2
Section 8.3
Maintenance, Utilities, Taxes and
Assessments . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Modification of Project ....... .... .............21
Public Liability and Project Damage
Insurance. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Fire and Extended Coverage Insurance........... 23
Rental Interruption Insurance.................. 23
Title Insurance................................ 24
Insurance Net Proceeds; Form of Policies....... 24
Advances . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Installation of City I s Equipment............... 24
Liens. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
Private Activity Bond Limitation............... 25
Federal Guarantee Prohibition.................. 25
Maintenance of Tax-Exemption................... 25
ARTICLE VI
DAMAGE, DESTRUCTION AND EMINENT DOMAIN;
USE OF NET PROCEEDS
Eminent Domain................................. 25
Application of Net Proceeds ................... 26
Abatement of Lease Payments in the
Event of Damage or Destruction......... . . . . . . . 26
ARTICLE VII
DISCLAIMER OF WARRANTIES; ACCESS;
INDEMNIFICATION
Disclaimer of Warranties............. . . . . . . . . . . 28
Access to the Project. . . . . . . . . . . . . . . . . . . . . . . . . . 28
Release and Indemnification Covenants.. . . . . . . . . 28
ARTICLE VIII
ASSIGNMENT, SUBLEASING AND AMENDMENT
Assignment by the Corporation.................. 29
Assignment and Subleasing by the City.......... 29
Amendment of this Lease Agreement . . . . . . . . . . . . . . 29
ARTICLE IX
EVENTS OF DEFAULT AND REMEDIES
ii
Section 9.1
Section 9.2
Section 9.3
Section 9.4
Section 9.5
Section 9.6
Section 9.7
Section 10.1
Section 10.2
Section 10.3
Section 10.4
Section 11.1
Section 11.2
Section 11.3
Section 11.4
Section 11.5
Section 11.6
Section 11.7
Section 11.8
Section 11.9
EXHIBIT A -
EXHIBIT B -
EXHIBIT C -
Events of Default Defined...................... 33
Remedies on Default.. . . . . . . . . . . . . . . . . . . . . . . . . . . 33
No Remedy Exclusive............................ 35
Agreement to Pay Attorneys' Fees
and Expenses. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
No Additional Waiver Implied by
One Waiver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 36
Application of Proceeds........................ 36
Trustee and Certificate Owners to
Exercise Rights............................... 36
ARTICLE X
PREPAYMENT OF LEASE PAYMENTS
Security Deposit. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 37
Prepayment Option.............,................. 38
Mandatory Prepayment From Net Proceeds
of Insurancej Title Insurance or
Eminent Domain.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39
Credit for Amounts on Deposit. . . . . . . . . . . . . . . . . . 39
ARTICLE XI
MISCELLANEOUS
Notices. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Binding Effect.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Severability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Net-Net-Net Lease.............................. 40
Further Assurances and Corrective
Instruments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 40
Execution in Counterparts....... . . . . . . . . . . . . . . . 41
Applicable Law................................. 41
Authority and City Representatives. . . . . . . . . . . . . 41
Captions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 41
DESCRIPTION OF THE SITE
DESCRIPTION OF THE FACILITY
SCHEDULE OF LEASE PAYMENTS
iii
SOUTH VALLE
LEASE AGREEMENT
THIS SOUTH VALLE LEASE AGREEMENT (the "Lease Agreement") ,
dated as of September 1, 1999, is by and between the SAN BERNARDINO
JOINT POWERS FINANCING AUTHORITY, a public body corporate and
politic and existing under the laws of the State of California, as
lessor (the "Authority"), and CITY OF SAN BERNARDINO, a municipal
corporation and charter city duly organized and existing under the
laws of the State of California, as lessee (the "City");
WIT N E SSE T H:
WHEREAS, pursuant to that certain South Valle Site and
Facility Lease, dated as of September 1, 1999 (the "South Valle
Site and Facility Lease"), the City of San Bernardino (the .City")
has leased those certain capital improvements situated in the City
of San Bernardino, County of San Bernardino, State of California,
more particularly described in Exhibit A attached hereto and made
a part hereof (the "South Valle Improvements"); and
WHEREAS, the Authority proposes to lease the South Valle
Improvements to the City pursuant to this Lease Agreement and to
assign its right to receive lease payments under this Lease
Agreement (the "Lease Payments"), its right to enforce payment of
the Lease Payments and otherwise to enforce its interest and rights
under this Lease Agreement in the event of a default hereunder by
the City, to U.S. Bank Trust National Association, as trustee (the
"Trustee"), pursuant to that certain Assignment Agreement, dated as
of September 1, 1999, by and between the Authority and the Trustee;
WHEREAS, pursuant to that certain Trust Agreement, dated
as of September 1, 1999, by and among the City, the Authority and
the Trustee, the Trustee will execute and deliver certificates of
participation (the "Certificates") in the Lease Payments; and
WHEREAS, the proceeds of the Certificates, together with
other available moneys, will be applied by the City to (i) refund
those certain 1987 Refunding Certificates of Participation (South
Valle Public Improvements Project) and remove the liens attached to
the respective property in connection therewith, (ii) to refund
those certain Certificates of Participation (1995 Police Station
1
Project) and remove the liens attached to the respective property
in connection therewith, (iii) to fund a reserve fund, capital
reserve fund and capitalized interest fund and (iv) to pay delivery
costs incurred in connection with the execution, delivery and sale
of the Certificates; and
WHEREAS, all acts, conditions and things required by law
to exist, to have happened and to have been performed precedent and
in connection to the execution and delivery of this Lease Agreement
do exist, have happened and have been performed in regular and due
time, form and manner as required by law, and the parties hereto
are now duly authorized to execute and enter into this Lease
Agreement.
NOW THEREFORE, IN CONSIDERATION OF THE PREMISES AND OF
THE MUTUAL COVENANTS CONTAINED HEREIN AND FOR OTHER VALUABLE
CONSIDERATION, THE PARTIES HERETO DO HEREBY AGREE, AS FOLLOWS:
2
ARTICLE I
DEFINITIONS
Section 1.1. Definitions. Unless otherwise defined in
this Section 1.1, capitalized terms contained herein shall have the
meanings ascribed to them in the Trust Agreement dated the same
date hereof among the San Bernardino Joint Powers Financing
Authority (the "Authority"), the City of San Bernardino (the
"City") and U.S. Bank Trust National Association, as Trustee (the
("Trustee") (the "Trust Agreement") .
"Event of Default" means an event of default as defined
in Section 9.1 hereof.
"South Valle Improvements" means the,real property all as
more particularly described in Exhibit A attached to this Lease
Agreement.
3
ARTICLE II
REPRESENTATIONS, COVENANTS AND WARRANTIES
Section 2.1.
of the Citv. The City
Authority, as follows:
Representations. Covenants and Warranties
represents, covenants and warrants to the
(a) Due Orqanization
municipal corporation and charter
under the laws of the State.
and Existence. The City is a
city, duly organized and existing
(b) Authorization. The laws of the State authorize the
City to enter into the South Valle Site and Facility Lease, the
Agency Agreement, this Lease Agreement and the Trust Agreement and
to enter into the transactions contemplated bY,and to carry out its
obligations under all of the aforesaid agreements, the City has
duly authorized and executed all of the aforesaid agreements and
such agreements constitute the legal, valid and binding agreements
of the City, enforceable against the City in accordance with their
respective terms.
(c) No Violations. Neither the execution and delivery
of the South Valle Site and Facility Lease, the Agency Agreement,
this Lease Agreement or the Trust Agreement, the fulfillment of or
compliance with the terms and conditions hereof or thereof, nor the
consummation of the transactions contemplated hereby or thereby,
conflicts with or results in a breach of the terms, conditions or
provisions of any restriction, agreement or instrument to which the
City is now a party or by which the City is bound, constitutes a
default under any of the foregoing, or results in the creation or
imposition of any lien, charge or encumbrances whatsoever upon any
assets of the City, or upon the South Valle Improvements, except
Permitted Encumbrances.
(d) Execution and Deliverv. The City has duly
authorized and executed this Lease Agreement in accordance with the
laws of the State. The City represents that the South Valle
Improvements are essential to its operations.
4
Section 2.2. Representations, Covenants and Warranties
of Authoritv. The Authority represents, covenants and warrants to
the City, as follows:
(a) Due Orqanization and Existence. The Authority is a
joint powers authority, duly organized and existing under and by
virtue of the laws of the State; has power to enter into the South
Valle Site and Facility Lease, the Agency Agreement, this Lease
Agreement, the Assignment Agreement and the Trust Agreement; is
possessed of full power to own and hold, improve and equip real and
personal property and to lease and sell the same; has duly
authorized the execution and delivery of all of the aforesaid
agreements and such agreements constitute the legal, valid and
binding agreements of the Authority, enforceable against the
Authority in accordance with their respective terms.
(b) No Encumbrances. The Authority will not pledge the
Lease Payments or other amounts derived from the South Valle
Improvements and from its other rights under this Lease Agreement
and will not mortgage or encumber the South Valle Improvements,
except as provided under the terms of this Lease Agreement and the
Trust Agreement.
(c) No Violations. Neither the execution and delivery
of the South Valle Site and Facility Lease, the Agency Agreement,
this Lease Agreement, the Assignment Agreement or the Trust
Agreement, the fulfillment of or compliance with the terms and
conditions hereof or thereof, nor the consummation of the
transactions contemplated hereby or thereby, conflicts with or
results in a breach of the terms, conditions or provisions of any
restriction or any agreement or instrument to which the Authority
is now a party or by which the Authority is bound, constitutes a
default under any of the foregoing, or results in the creation or
imposition of any lien, charge or encumbrance whatsoever upon any
assets of the Authority, or upon the South Valle Improvements,
except Permitted Encumbrances.
(d) No Assiqnments. Except as provided herein, the
Authority will not assign this Lease Agreement, its right to
receive Lease Payments from the City or its duties and obligations
hereunder to any other person, firm or corporation so as to impair
or violate the representations, covenants and warranties contained
in this Section 2.2.
5
(e) Title to South Valle Imorovements Site and the
Facilitv; Riqht of Entrv. The Authority warrants that it has,
pursuant to the South Valle Site and Facility Lease, acquired, and
is owner of, leasehold title to the South Valle Improvements.
(f) Execution and Delivery. The Authority has duly
authorized and executed this Lease Agreement in accordance with the
laws of the State.
ARTICLE III
DEPOSIT OF MONEYS; ACQUISITION AND CONSTRUCTION
OF THE IMPROVEMENTS
Section 3.1. Deoosit of Moneys. On the Closing Date,
the Authority shall cause to be deposited with the Trustee the
proceeds of sale of the Certificates. Pursuant to Section 2.07 of
the Trust Agreement, an amount equal to the Reserve Requirement
shall be deposited in the Reserve Fund, accrued interest on the
Certificates from September 1, 1999, shall be deposited into the
Interest Account, amounts estimated to be required to pay Delivery
Costs shall be deposited in the Delivery Costs Fund and amounts
necessary to fund the Capital Reserve Fund and Project Fund shall
be deposited into said funds all as provided in the Trust
Agreement. The Authority hereby agrees to direct that amounts in
the Funds and Accounts established under the Trust Agreement be
applied as provided therein. The liens of the Prior Certificates,
as applicable, are hereby removed and deemed satisfied upon the
recordation of this Lease Agreement.
6
ARTICLE IV
AGREEMENT TO LEASE; TERM OF THIS LEASE
AGREEMENT; LEASE PAYMENTS
Section 4.1. Lease. The Authority hereby leases the
South Valle Improvements to the City, and the City hereby leases
the South Valle Improvements from the Authority, upon the terms and
conditions set forth in this Lease Agreement.
Section 4.2. Term of Aoreement. The term of the Lease
Agreement shall commence on the date hereof, and shall end on
September 1, 2024, unless such term is extended as hereinafter
provided. If, on September 1, 2024, the Trust Agreement shall not
be discharged by its terms or if the Lease Payments payable
hereunder shall have been abated at any time ,and for any reason,
then the term of the Lease Agreement shall be extended until there
has been deposited with the Trustee an amount sufficient to pay all
obligations due under the Lease Agreement, but in no event shall
the term of the Lease Agreement extend beyond September 1, 2034.
If, prior to September 1, 2024, the Trust Agreement shall be
discharged by its terms, the term of the Lease Agreement shall
thereupon end.
Section 4.3. Possession. The City currently has
possession of the South Valle Improvements and possession of said
site subject hereto shall commence on the date of recording of this
Lease Agreement. The first Lease Payment shall be due on February
15, 2000.
Section 4.4.
Lease Pavments.
(a) Oblioation to Pay. Subject to the provisions
of Articles VI and X hereof, the City agrees to pay to the
Authority, its successors and assigns, as rental for the use and
occupancy of the South Valle Improvements during each Rental
Period, the Lease Payments (denominated into components of
principal and interest) in the respective amounts specified in
Exhibit B hereto, to be due and payable on February 15 and August
15 (each a "Lease Payment Date") of each year commencing February
15, 2000. In the event such day is not a Business Day, such
payment shall be made on the Business Day next preceding such date.
7
Any amount held in the Lease Payment Fund on any Lease Payment
Date (other than amounts resulting from the prepayment of the Lease
Payments in part but not in whole pursuant to Article X hereof and
other than amounts required for payment of Certificates not yet
surrendered) shall be credited toward the Lease Payment then due
and payable; and no Lease Payment need be made on any Lease Payment
Date if the amounts then held in the Lease Payment Fund are at
least equal to the Lease Payment then required to be paid. The
Lease Payments for the South Valle Improvements payable in any
Rental Period shall be for the use of the South Valle Improvements
for such Rental Period.
(b) Effect of Prepayment. In the event that the
City prepays all remaining Lease Payments in full pursuant to
Article X hereof, the City's obligations under this Lease Agreement
shall thereupon cease and terminate including, but not limited to,
the City's obligation to pay Lease Payments und~r this Section 4.4;
subject however, to the provisions of Section 10.1 hereof in the
case of prepayment by application of a security deposit. In the
event that the City optionally prepays the Lease Payments in part
but not in whole pursuant to Section 10.2 hereof or pursuant to
Section 10.3 hereof as a result of any insurance or condemnation
award with respect to any portion of the South Valle Improvements,
such prepayment shall be credited entirely toward the prepayment of
the Lease Payments as follows: (i) the principal components of each
remaining such Lease Payments shall be reduced in such order of
payment date as shall be designated by the City to the Trustee, and
if the City shall fail to so designate, pro rata among such payment
dates, in integral multiples of $5,000; and (ii) the interest
component of each remaining such Lease Payments shall be reduced by
the aggregate corresponding amount of interest which would
otherwise be payable with respect to the Certificates thereby
redeemed pursuant to Sections 4.01(a) or (b), as the case may be,
of the Trust Agreement.
(c) Rate on Overdue Pavments. In the event the
City should fail to make any of the payments required in this
Section 4.4, the payment in default shall continue as an obligation
of the City until the amount in default shall have been fully paid,
and the City agrees to pay the same with interest thereon, to the
extent permitted by law, from the date of corresponding Certificate
default to the date of payment at the rate of twelve percent
8
(12%) per annum. Such interest, if received, shall be deposited in
the Lease Payment Fund.
(d) Fair Rental Value. The Lease Payments for the
South Valle Improvements for each Rental Period shall constitute
the total rental for the South Valle Improvements for each such
Rental Period and shall be paid by the City in each Rental Period
for and in consideration of the right of the use, and the continued
quiet use and enjoyment, of the South Valle Improvements during
each Rental Period. The parties hereto have agreed and determined
that the total Lease Payments for the South Valle Improvements do
not exceed the fair rental value of the South Valle Improvements.
In making such determination, consideration has been given to the
obligations of the parties under this Lease Agreement, the uses and
purposes which may be served by the South Valle Improvements, the
total amounts which have been expended on the South Valle
Improvements, the value of the real property and the benefits
therefrom which will accrue to the City and the general public.
(e) Source of Pavments; Budqet and Appropriation.
Lease Payments shall be payable from any source of available funds
of the City, subject to the provisions of Articles VI and X hereof.
The City covenants to take such action as may be
necessary to include all Lease Payments due hereunder in each of
its budgets during the term of the Lease Agreement and to make the
necessary annual appropriations for all such Lease Payments. The
covenants on the part of the City herein contained shall be deemed
to be and shall be construed to be duties imposed by law and it
shall be the duty of each and every public official of the City to
take such action and do such things as are required by law in the
performance of the official duty of such officials to enable the
City to carry out and perform the covenants and agreements in this
Lease Agreement agreed to be carried out and performed by the City.
(f) Assiqnment. The City understands and agrees
that all Lease Payments have been assigned by the Authority to the
Trustee in trust, pursuant to the Assignment Agreement, for the
benefit of the Owners of the Certificates, and the City hereby
assents to such assignment. The Authority hereby directs the City,
and the City hereby agrees to pay to the Trustee at the Principal
Corporate Trust Office, all payments payable by the City pursuant
9
to this Section 4.4 and all amounts payable by the City pursuant to
Article X hereof.
Section 4.5. Ouiet Enloyment. During the term of the
Lease Agreement, the Authority shall provide the City with quiet
use and enjoyment of the South Valle Improvements and the City
shall, during such term, peaceably and quietly have and hold and
enjoy the South Valle Improvements without suit, trouble or
hindrance from the Authority, except as expressly set forth in this
Lease Agreement. The Authority will, at the request of the City
and at the City's cost, join in any legal action in which the City
asserts its right to such possession and enjoyment to the extent
the Authority may lawfully do so. Notwithstanding the foregoing,
the Authority shall have the right to inspect the South Valle
Improvements as provided in Section 7.2 hereof.
Section 4.6. Title. During the term of the Lease
Agreement, the Authority shall hold fee title to those portions of
the South Valle Improvements which are newly acquired or
constructed (excluding real property acquired) and any and all
additions which comprise fixtures, repairs, replacements or
modifications to the South Valle Improvements, except for those
fixtures, repairs, replacements or modifications which are added to
the South Valle Improvements by the City at its own expense and
which may be removed without damaging the South Valle Improvements
and except for any items added to the South Valle Improvements by
the City pursuant to Section 5.9 hereof.
If the City prepays the Lease Payments in full pursuant
to Article X hereof, or makes the security deposit permitted by
Section 10.1 hereof, or pays all Lease Payments during the term of
the Lease Agreement as the same become due and payable, all right,
title and interest of the Authority in and to the South Valle
Improvements shall be transferred to and vested in the City. The
Authority agrees to take any and all steps and execute and record
any and all documents reasonably required by the City to consummate
any such transfer of title.
Section 4.7.
Lease Payments, the City
incurred by the City
provisions of the Trust
leasing of the South
Additional Payments. In addition to the
shall pay when due all costs and expenses
and the Authority to comply with the
Agreement, or otherwise arising from the
Valle Improvements, including without
10
limitation all Delivery Costs (to the extent not paid from amounts
on deposit in the Delivery Costs Fund), compensation and
indemnification due to the Trustee and all costs and expenses of
auditors, attorneys and accountants.
11
ARTICLE V
MAINTENANCE; TAXES; INSURANCE; USE LIMITATIONS;
AND OTHER MATTERS
Section 5.1. Maintenance, Utilities, Taxes and
Assessments. Throughout the term of the Lease Agreement, as part
of the consideration for the rental of the South Valle
Improvements, all improvement, repair and maintenance of the South
Valle Improvements shall be the responsibility of the City and the
City shall pay, or otherwise arrange for the payment of, all
utility services supplied to the South Valle Improvements which may
include, without limitation, janitor service, security, power, gas,
telephone, light, heating, water and all other utility services,
and shall pay for or otherwise arrange for the payment of the cost
of the repair and replacement of the South Valle Improvements
resulting from ordinary wear and tear or want of care on the part
of the City or any assignee or sublessee thereof. In exchange for
the Lease Payments herein provided, the Authority agrees to provide
only the South Valle Improvements, as hereinbefore more
specifically set forth. The City waives the benefits of
subsections 1 and 2 of Section 1932 of the California Civil Code,
but such waiver shall not limit any of the rights of the City under
the terms of this Lease Agreement
The City shall also payor cause to be paid all taxes and
assessments of any type or nature, if any, charged to the Authority
or the City affecting the South Valle Improvements or the
respective interests or estates therein; provided that with respect
to special assessments or other governmental charges that may
lawfully be paid in installments over a period of years, the City
shall be obligated to pay only such installments as are required to
be paid during the term of the Lease Agreement as and when the same
become due.
The City may, at the City'S expense and in its name, in
good faith contest any such taxes, assessments, utility and other
charges and, in the event of any such contest, may permit the
taxes, assessments or other charges so contested to remain unpaid
during the period of such contest and any appeal therefrom unless
the Authority shall notify the City that, in the opinion of
Independent Counsel, by nonpayment of any such items, the interest
of the Authority in the South Valle Improvements will be materially
12
endan?ered or the South Valle Improvements or any part thereof will
be subject to loss or forfeiture, in which event the City shall
promptly pay such taxes, assessments or charges or provide the
Authority with full security against any loss which may result from
nonpayment, in form satisfactory to the Authority and the Trustee.
Section 5.2. Modification of South Valle Improvements.
The City shall, at its own expense, have the right to remodel the
South Valle Improvements or to make additions, modifications and
improvements to the South Valle Improvements. All additions,
modifications and improvements to the South Valle Improvements, but
not any additional buildings or improvements, shall thereafter
comprise part of the South Valle Improvements and be subject to the
provisions of this Lease Agreement. Such additions, modifications
and improvements shall not in any way damage the South Valle
Improvements, substantially alter its nature, cause the interest
component of Lease Payments to be subject to federal income taxes
or cause the South Valle Improvements to be used for purposes other
than those authorized under the provisions of State and federal
law; and the South Valle Improvements, upon completion of any
additions, modifications and improvements made thereto pursuant to
this Section 5.2, shall be of a value which is not substantially
less than the value of the South Valle Improvements immediately
prior to the making of such additions, modifications and
improvements. The City will not permit any mechanic's or other lien
to be established or remain against the South Valle Improvements
for labor or materials furnished in connection with any remodeling,
additions, modifications, improvements, repairs, renewals or
replacements made by the City pursuant to this Section 5.2;
provided that if any such lien is established and the City shall
first notify the Authority of the City's intention to do so, the
City may in good faith contest any lien filed or established
against the South Valle Improvements, and in such event may permit
the items so contested to remain undischarged and unsatisfied
during the period of such contest and any appeal therefrom and
shall provide the Authority with full security against any loss or
forfeiture which might arise from the nonpayment of any such item,
in form satisfactory to the Authority. The Authority will cooperate
fully in any such contest, upon the request and at the expense of
the City.
Section 5.3. Public Liabilitv and Prooertv Damaoe
Insurance. The City shall maintain or cause to be maintained,
throughout the term of the Lease Agreement, insurance policies,
13
including a standard comprehensive general insurance policy or
policies in protection of the City, the Authority and the Trustee,
including their respective members, officers, agents and employees.
Said policy or policies shall provide for indemnification of said
parties against direct or contingent loss or liability for damages
for bodily and personal injury, death or property damage occasioned
by reason of the operation of the South Valle Improvements. Said
policy or policies shall provide coverage in the minimum liability
limits of $1,000,000 for personal injury or death of each person
and $3,000,000 for personal injury or deaths of two or more persons
in each accident or event, and in a minimum amount of $100,000
(subject to a deductible clause of not to exceed $5,000) for damage
to property resulting from each accident or event. Such public
liability and property damage insurance may, however, be in the
form of a single limit policy in the amount of $3,000,000 covering
all such risks. Such liability insurance may be maintained as part
of or in conjunction with any other liability insurance coverage
carried by the City, and may be maintained in the form of insurance
maintained through a joint exercise of powers authority created for
such purpose or in the form of self-insurance by the City as
provided in Section 5.8 hereof. The Net Proceeds of such liability
insurance shall be applied toward extinguishment or satisfaction of
the liability with respect to which the insurance proceeds shall
have been paid.
Section 5.4. Fire and Extended Coveraqe Insurance. The
City shall procure and maintain, or cause to be procured and
maintained, throughout the term of the Lease Agreement, insurance
against loss or damage to any structures constituting part of the
South Valle Improvements by fire and lightning, with extended
coverage and vandalism and malicious mischief insurance. Said
extended coverage insurance shall, as nearly as practicable, cover
loss or damage by explosion, windstorm, riot, aircraft, vehicle
damage, smoke and such other hazards as are normally covered by
such insurance. Such insurance shall be in an amount equal to the
greater of (a) one hundred percent (100%) of the replacement cost
of the South Valle Improvements, or (b) the aggregate principal
amount of the Outstanding Certificates. Such insurance may be
subject to deductible clauses of not to exceed $100,000 for anyone
loss. Such insurance may be maintained as part of or in
conjunction with any other fire and extended coverage insurance
carried by the City and may be maintained in whole or in part in
the form of insurance maintained through a joint exercise of powers
14
authority created for such
by the City as provided in
such insurance shall
Section 6.2(a) hereof.
purpose
Section
be
or in the form of self-insurance
5.8 hereof. The Net Proceeds of
applied as provided in
The City agrees to procure and maintain, or cause to be
procured and maintained, throughout the term of the Lease
Agreement, insurance against earthquake loss or damage to the South
Valle Improvements in such amounts as an independent insurance
consultant shall annually determine is necessary to protect the
City for such rise. Such insurance may be subject to a deductible
clause of not to exceed ten percent (10%) for anyone loss. Such
insurance may be maintained as part of or in conjunction with any
other insurance coverage carried by the City. If the City cannot
purchase such insurance on the open market from reputable insurers
at reasonable cost, the City agrees to self-insure for such
coverage as provided in Section 5.8 hereof. The Net Proceeds of
such insurance shall be applied as provided in Sections 5.7 and
6.2(a) hereof.
Section 5.5. Rental Interruption Insurance. The City
shall procure and maintain through the term of the Lease Agreement,
rental interruption or use and occupancy insurance, if commercially
available, to cover loss, total or partial, of the use of any part
of the South Valle Improvements during the term of the Lease
Agreement as a result of any of the hazards covered in the
insurance required by Section 5.4 hereof, in an amount at least
equal to two times the Reserve Requirement. The Net Proceeds of
such insurance shall be paid to the Trustee and deposited in the
Lease Payment Fund, and shall be credited toward the payment of the
Lease Payments in the order in which such Lease Payments would
otherwise become due and be payable. No self insurance shall be
permitted hereunder for rental interruption insurance.
Section 5.6. Title Insurance. The City shall provide,
at its own expense, on the Closing Date, a CLTA title insurance
policy in the amount of not less than the aggregate original
principal amount (but not maturity amount) of the Certificates
insuring the City's leasehold estate in the South Valle
Improvements, subj ect only to Permitted Encumbrances. The Net
Proceeds of such insurance shall be applied as provided in
Section 6.2(c) hereof.
15
Section 5.7. Insurance Net Proceeds; Form of Policies.
Each policy of insurance required by Sections 5.4, 5.5 and 5.6
hereof shall provide that all proceeds thereunder shall be payable
to the Bond Insurer or the Trustee as directed by the Bond Insurer.
All insurance policies shall be approved by a commercial insurer
rated "A" by Best or in the two highest rating categories of S & P
and Moody's. All policies shall name the Lessee, Lessor and
Trustee as insureds and name the Trustee as loss payee. The City
shall payor cause to be paid when due the premiums for all
insurance policies required by this Lease Agreement. The Trustee
shall not be responsible for the sufficiency of any insurance
herein required, including any forms of self-insurance and shall be
fully protected in accepting payment on account of such insurance
or any adjustment, compromise or settlement of any loss. The City
shall cause to be delivered annually on or before each September 1
to the Trustee and Bond Insurer a certification that all
requirements of this Lease Agreement with respect to insurance have
been met.
Section 5.8 Self Insurance.
Bond Insurer, the City may maintain self
the insurance required by Section 5.3
that:
With the approval of the
insurance for purposes of
and 5.4 hereof; provided
(a) The City shall have the adequacy of any insurance
reserves maintained by the City or by a joint exercise of powers
authority, if applicable, reviewed at least annually, on or before
each September 1, by an independent insurance consultant;
(b)
sound basis
consultant to
not otherwise
The City shall maintain reserves on an actuarially
in accordance with the recommendations of such
the extent moneys are available for such purpose and
appropriated;
(c) The self insurance fund is held in a separate trust
fund by an independent trustee; and
(d)
discontinued,
maintained.
In the event that the self insurance program is
the actuarial soundness of the claim reserve must be
16
It is understood by the Trustee and the Bond Insurer that
on the Closing Date the City is self insured for the insurance
described in Sections 5.3 and 5.4 hereof.
Section 5.9. Installation of Citv 's Eauipment. The
City may, at any time and from time to time in its sole discretion
and at its own expense, install or permit to be installed items of
equipment or other personal property in or upon any portion of the
South Valle Improvements. All such items shall remain the sole
property of the City in which neither the Authority nor the Trustee
shall have any interest and may be modified or removed by the City
at any time provided that the City shall repair and restore any and
all damage to the South Valle Improvements resulting from the
installation, modification or removal of any such items. Nothing in
this Lease Agreement shall prevent the City from purchasing or
leasing items to be installed pursuant to this Section 5.9 under a
lease or conditional sale agreement, or subject to a vendor's lien
or security agreement, as security for the unpaid portion of the
purchase price thereof, provided that no such lien or security
interest shall attach to any part of the South Valle Improvements.
Section 5.10. Liens. The City shall not, directly or
indirectly, create, incur, assume or suffer to exist any mortgage,
pledge, lien, charge, encumbrance or claim on or with respect to
the South Valle Improvements, other than the respective rights of
the Authority and the City as provided herein and Permitted
Encumbrances. Except as expressly provided in this Article V, the
City shall promptly, at its own expense, take such action as may be
necessary to duly discharge or remove any such mortgage, pledge,
lien, charge, encumbrance or claim, for which it is responsible, if
the same shall arise at any time. The City shall reimburse the
Authority for any expense incurred by it in order to discharge or
remove any such mortgage, pledge, lien, charge, encumbrance or
claim.
Section 5 .11. Private Acti vi tv Bond Limitation. The
City shall assure that proceeds of the Certificates are not so used
as to cause the Certificates or the Lease Agreement to satisfy the
private business tests of Section 141(b) of the Code or the private
loan financing test of Section 141(c) of the Code.
Section 5.12. Federal Guarantee Prohibition. The City
shall not take any action or permit or suffer any action to be
17
taken if the result of the same would be to cause any of the
Certificates or the Lease Agreement to be "federally guaranteed"
within the meaning of Section 149(b) of the Code.
Section 5.13. Maintenance of Tax-Exemption. The City
shall take all actions necessary to assure the exclusion of
interest with respect to the Certificates from the gross income of
the Owners of the Certificates to the same extent as such interest
is permitted to be excluded from gross income under the Code as in
effect on the Closing Date.
Section 5.14. Advances. If the City shall fail to
perform any of its obligations under this Article V, the Authority
may, but shall not be obligated to, take such action as may be
necessary to cure such failure, including the advancement of money,
and the City shall be obligated to repay all such advances as soon
as possible, with interest at the rate of twelve percent (12%) per
annum from the date of the advance to the date of repayment.
18
ARTICLE VI
DAMAGE, DESTRUCTION AND EMINENT DOMAIN; USE OF
NET PROCEEDS
Section 6.1. Eminent Domain. If all of the South Valle
Improvements shall be taken permanently under the power of eminent
domain or sold to a government threatening to exercise the power of
eminent domain, the term of this Lease Agreement shall cease as of
the day possession shall be so taken. If less than all of the South
Valle Improvements shall be taken permanently, or if all of the
South Valle Improvements or any part thereof shall be taken
temporarily under the power of eminent domain, (1) this Lease
Agreement shall continue in full force and effect and shall not be
terminated by virtue of such taking and the parties waive the
benefit of any law to the contrary, and (2) there shall be a
partial abatement of Lease Payments as a result of the application
of the Net Proceeds of any eminent domain award to the prepayment
of the Lease Payments hereunder, in an amount to be agreed upon by
the City and the Authority such that the resulting Lease Payments
represent fair consideration for the use and occupancy of the
remaining usable portion of the South Valle Improvements.
Section 6.2.
Application of Net Proceeds.
(a) Insurance Award. The Net Proceeds of any
insurance award resulting from any damage to or destruction of any
portion of the South Valle Improvements by fire or other casualty
shall be paid by the City to the Trustee, as assignee of the
Authority under the Assignment Agreement, deposited in the
Insurance and Condemnation Fund by the Trustee and applied as set
forth in Section 7.01 of the Trust Agreement.
(b) Eminent Domain Award. The Net Proceeds of any
eminent domain award resulting from any event described in
Section 6.1 hereof shall be paid by the City to the Trustee, as
assignee of the Authority under the Assignment Agreement, deposited
in the Insurance and Condemnation Fund and applied as set forth in
Section 7.02 of the Trust Agreement.
(c) Title Insurance. The Net Proceeds of any
title insurance award shall be paid to the Trustee, as assignee of
19
the Authority under the Assignment Agreement,
Insurance and Condemnation Fund and applied
Section 7.03 of the Trust Agreement.
deposi ted in the
as set forth in
Section 6.3. Abatement of Lease Payments in the Event
of Damaoe or Destruction. Lease Payments shall be abated during
any period in which, by reason of damage or destruction, there is
substantial interference with the use and occupancy by the City of
the South Valle Improvements or any portion thereof (other than any
portions of the South Valle Improvements described in Section 5.2
hereof) to the extent to be agreed upon by the City and the
Authority. The parties agree that the amounts of the Lease
Payments under such circumstances shall not be less than the
amounts of the unpaid Lease Payments as are then set forth in
Exhibit B, unless such unpaid amounts are determined to be greater
than the fair rental value of the portions of the Property not
damaged or destroyed (giving due consideration to the factors
identified in the last sentence of Section 4.4(d)), based upon the
opinion of an MAl appraiser with expertise in valuing such
properties or other appropriate method of valuation, in which event
the Lease Payments shall be abated such that they represent said
fair rental value. Such abatement shall continue for the period
commencing with such damage or destruction and ending with the
substantial completion of the work of repair or reconstruction. In
the event of any such damage or destruction, this Lease Agreement
shall continue in full force and effect and the City waives any
right to terminate this Lease Agreement by virtue of any such
damage and destruction. Notwithstanding the foregoing, there shall
be no abatement of Lease Payments under this Section 6.3 to the
extent that (a) the proceeds of rental interruption insurance or
(b) amounts in the Reserve Fund and/or the Insurance and
Condemnation Fund and/or the Lease Payment Fund are available to
pay Lease Payments which would otherwise be abated under this
Section 6.3, it being hereby declared that such proceeds and
amounts constitute special funds for the payment of the Lease
Payments.
20
ARTICLE VII
DISCLAIMER OF WARRANTIES; ACCESSj
INDEMNIFICATION
Section 7.1. Disclaimer of Warranties. THE AUTHORITY
MAKES NO WARRANTY OR REPRESENTATION EITHER EXPRESS OR IMPLIED, AS
TO THE VALUE, DESIGN, CONDITION, MERCHANTABILITY OR AS TO THE
FITNESS FOR ANY PARTICULAR PURPOSE OR FITNESS FOR THE USE
CONTEMPLATED BY THE CITY OF THE SOUTH VALLE IMPROVEMENTS OR ANY
OTHER REPRESENTATION OR WARRANTY WITH RESPECT TO THE SOUTH VALLE
IMPROVEMENTS. IN NO EVENT SHALL THE AUTHORITY BE LIABLE FOR
INCIDENTAL, INDIRECT, SPECIAL OR CONSEQUENTIAL DAMAGES IN
CONNECTION WITH OR ARISING OUT OF THE SITE AND FACILITY LEASE, THE
AGENCY AGREEMENT, THIS LEASES AGREEMENT OR THE TRUST AGREEMENT FOR
THE EXISTENCE, FURNISHING, FUNCTIONING OR THE CITY'S USE OF THE
SOUTH VALLE IMPROVEMENTS.
Section 7.2. Access to the South'Valle Improvements.
The City agrees that the Authority and any Authority
Representative, and the Authority'S successors or assigns, shall
have the right at all reasonable times to enter upon and to examine
and inspect the South Valle Improvements. The City further agrees
that the Authority, any Authority Representative, and the
Authority'S successors or assigns shall have such rights of access
to the South Valle Improvements as may be reasonably necessary to
cause the proper maintenance of the South Valle Improvements in the
event of failure by the City to perform its obligations hereunder.
Section 7.3. Release and Indemnification Covenants.
The City shall and hereby agrees to indemnify and save the
Authority and its officers, agents, successors and assigns harmless
from and against all claims, losses and damages, including legal
fees and expenses, arising out of (i) the use, maintenance,
condition or management of, or from any work or thing done on the
South Valle Improvements by the City, (ii) any breach or default on
the part of the City in the performance of any of its obligations
under this Lease Agreement, (iii) any act or omission of the City
or of any of its agents, contractors, servants, employees or
licensees with respect to the South Valle Improvements, (iv) any
act or omission of any sublessee of the City with respect to the
South Valle Improvements, or (v) the payment of Delivery Costs. No
indemnification is made under this Section 7.3 or elsewhere in this
21
Lease Agreement for willful misconduct, negligence or breach of
duty under this Lease Agreement by the Authority, its officers,
agents, employees, successors or assigns.
22
ARTICLE VIII
ASSIGNMENT, SUBLEASING AND AMENDMENT
Section 8.1. Assiqnment by the Authority. The
Authority's rights under this Lease Agreement, including the right
to receive and enforce payment of the Lease Payments to be made by
the City under this Lease Agreement, have been assigned to the
Trustee pursuant to the Assignment Agreement.
Section 8.2. Assiqnment and Subleasinq by the City.
This Lease Agreement may not be assigned by the City. The City may
sublease the South Valle Improvements or any portion thereof, but
only with the prior written consent of the Authority and the Bond
Insurer and subject to all of the following conditions:
(i) This Lease Agreement and the obligation of the
City to make Lease Payments hereunder shall remain
obligations of the City;
(ii) The City shall, within (30) days after the
delivery thereof, furnish or cause to be furnished to the
Authority and the Trustee a true and complete copy of
such sublease;
(iii) No such sublease shall cause the South Valle
Improvements to be used for a purpose other than as may
be authorized under the provisions of the Constitution
and laws of the State; and
(iv) The City shall furnish the Authority and the
Trustee with a written opinion of nationally-recognized
Bond Counsel, which shall be an Independent Counsel,
stating that such sublease does not cause the interest
components of the Lease Payments to become subject to
federal income taxes or State personal income taxes.
Section 8.3.
Amendment of this Lease Aqreement.
(a) Substitution of South Valle Improvements. Upon
the prior written consent of the Bond Insurer (which may be given
in its sole discretion), the City shall have, and is hereby
granted, the option at any time and from time to time during the
23
term of the Lease Agreement to substitute other land (a "Substitute
Site") and/or a substitute facility or substitute facilities (a
"Substitute Facility") for the Site (the "Former Site"), or a
portion thereof, and/or the Facility (the "Former Facility"), or a
portion thereof, provided that the City shall satisfy all of the
following requirements which are hereby declared to be conditions
precedent to such substitution:
(i) The City shall file with the Authority, the
Trustee and Bond Insurer an amended Exhibit A to the
South Valle Improvements and Facility Lease which adds
thereto a description of such Substitute Site and/or
Substitute Facility and deletes therefrom the description
of the Former Site;
(ii) The City shall file with the Authority, the
Trustee and Bond Insurer an amended Exhibit A to this
Lease Agreement which adds thereto a description of such
Substitute Site and/or Substitute Facility and deletes
therefrom the description of the Former Site;
(iii) The City shall certify in writing to the
Authority, the Trustee and Bond Insurer that such
Substitute Site and/or Substitute Facility serve the
purposes of the City, constitutes property that is
unencumbered, subj ect to Permitted Encumbrances, and
constitutes property which the City is permitted to lease
under the laws of the State;
(iv) The City delivers to the Trustee, the
Authority and the Bond Insurer an MAl fair market
appraisal evidencing that the Substitute Site and/or
Substitute Facility are of equal or greater market and
fair rental value than the Former Site and Former
Facility;
(v) The Substitute Site and/or Substitute Facility
shall not cause the City to violate any of its covenants,
representations and warranties made herein and in the
Trust Agreement;
(vi) The City shall obtain an amendment to the
title insurance policy required pursuant to Section 5.6
24
hereof which adds thereto a description of the Substitute
Site and deletes therefrom the description of the Former
Site; and
(vii) The City shall certify that the Substitute
Site and/or the Substitute Facility is of the same or
greater essentiality to the City as was the Former Site
and/or the Former Facility.
(b) Release of South Valle Improvements. Upon the
prior written consent of the Bond Insurer (which may be given in
its sole discretion), the City shall have, and is hereby granted,
the option at any time and from time to time during the term of the
Lease Agreement to release any portion of the South Valle
Improvements, provided that the City shall satisfy all of the
following requirements which are hereby declared to be conditions
precedent to such release:
(i) The City shall file with' the Authority, the
Trustee and the Bond Insurer an amended Exhibit A to the
South Valle Improvements and Facility Lease which
describes the South Valle Improvements, as revised by
such release;
(ii) The City shall file with the Authority and the
Trustee an amended Exhibit A to this Lease Agreement
which describes the South Valle Improvements, as revised
by such release;
(iii) The City delivers to the Trustee and the
Authority and the Bond Insurer an MAI fair market
appraisal evidencing that the South Valle Improvements,
as revised by such release, is of a value at least equal
to the value of the South Valle Improvements as of the
Closing Date and of a fair rental value at least equal to
the remaining Lease Payments; and
(iv) The City shall obtain an amendment to the
title insurance policy required pursuant to Section 5.6
hereof which describes the South Valle Improvements, as
revised by such release.
25
(c) Additional Lease Pavments. Upon the written
consent of the Bond Insurer, the City shall have, and is hereby
granted, the option at any time and from time to time during the
term of the Lease Agreement to amend this Lease Agreement to
provide for the payment of additional lease payments for the use
and occupancy of the South Valle Improvements, provided that:
(i) such additional lease payments do not cause the
total lease payments made by the City for the use and
occupancy of the South Valle Improvements to exceed the
fair rental value of the South Valle Improvements, based
upon the opinion of an MAl appraiser with expertise in
valuing such properties or other appropriate method of
valuation;
(ii) the City shall have obtained, and filed with
the Authority and the Trustee, an appraisal of the South
Valle Improvements, prepared by an MAl appraiser with
expertise in valuing such properties, showing that the
estimated fair market value of the South Valle
Improvements is not less than the aggregate unpaid
principal components of the Lease Payments and the
aggregate principal components of such additional lease
payments; and
(iii) such additional lease payments are pledged or
assigned for the payment of any bonds, notes, leases or
other obligations the proceeds of which shall be applied
to finance the construction or acquisition of land,
facilities or other improvements which are authorized
pursuant to law.
(d) Generallv. Neither the City nor the Authority
will alter, modify or cancel, or agree or consent to alter, modify
or cancel this Lease Agreement, except in connection with a
substitution or release permitted by this Section 8.3 and as may be
permitted by Article X of the Trust Agreement.
26
ARTICLE IX
EVENTS OF DEFAULT AND REMEDIES
Section 9.1. Events of Default Defined. The following
shall be "Events of Default" under this Lease Agreement and the
terms "Events of Default" and "Default" shall mean, whenever they
are used in this Lease Agreement, anyone or more of the following
events:
or other
specified
(a) Failure
payment required
hereunder.
by the City to pay any Lease Payment
to be paid hereunder at the time
(b) Failure by the City to observe and perform any
covenant, condition or agreement on its part to be observed or
performed under this Lease Agreement or under the Trust Agreement,
other than as referred to in clause (a) of this Section 9.1, for a
period of thirty (30) days after written notice specifying such
failure and requesting that it be remedied has been given to the
City by the Authority, the Trustee, or the Owners of not less than
five percent (5%) in aggregate principal amount of Certificates
then outstanding; provided, however, if the failure stated in the
notice can be corrected, but not within the applicable period, the
Authority, the Trustee and such Owners shall not unreasonably
withhold their consent to an extension of such time if corrective
action is instituted by the City within the applicable period and
diligently pursued until the Default is corrected.
(c) Failure of the officers of the City to request
that Lease Payments be included in the annual budget of the City.
(d) The filing by the City of a voluntary petition
in bankruptcy, or failure by the City promptly to lift any
execution, garnishment or attachment, or adjudication of the City
as a bankrupt, or assignment by the City for the benefit of
creditors, or the entry by the City into an agreement of
composition with creditors, or the approval by a court of competent
jurisdiction of a petition applicable to the City in any
proceedings instituted under the provisions of the Federal
Bankruptcy Act, as amended, or under any similar acts which may
hereafter be enacted.
27
Section 9.2. Remedies on Default. Whenever any Event
of Default referred to in Section 9.1 hereof shall have happened
and be continuing, it shall be lawful for the Authority to exercise
any and all remedies available pursuant to law or granted pursuant
to this Lease Agreement; provided, however, that notwithstanding
anything herein or in the Trust Agreement to the contrary, there
shall be no right under any circumstances to accelerate the Lease
Payments or otherwise declare any Lease Payments not then in
Default to be currently due and payable. Each and every covenant
hereof to be kept and performed by the City is expressly made a
condition and upon the breach thereof the Authority may exercise
any and all rights of entry and reentry upon the South Valle
Improvements, and also, at its option, with or without such entry,
may terminate this Lease Agreement; provided, that no such
termination shall be effected either by operation of law or acts of
the parties hereto, except only in the manner herein expressly
provided. In the event of such Default and notwithstanding any
reentry by the Authority, the City shall, as herein expressly
provided, continue to remain liable for the payment of the Lease
Payments and/or damages for breach of this Lease Agreement and the
performance of all conditions herein contained and, in any event
such rent and/or damages shall be payable to the Authority at the
time and in the manner as herein provided, specifically:
(a) In the event the Authority does not elect to
terminate this Lease Agreement in the manner hereinafter provided
for in subparagraph (b) hereof, the City agrees to and shall remain
liable for the payment of all Lease Payments and the performance of
all conditions herein contained and shall reimburse the Authority
for any deficiency arising out of the releasing of the South Valle
Improvements, or, in the event the Authority is unable to re-lease
the South Valle Improvements, then for the full amount of all Lease
Payments to the end of the term of the Lease Agreement, but said
Lease Payments and/or deficiency shall be payable only at the same
time and in the same manner as hereinabove provided for the payment
of Lease Payments hereunder, notwithstanding such entry or reentry
by the Authority or any suit in unlawful detainer, or otherwise,
brought by the Authority for the purpose of effecting such reentry
or obtaining possession of the South Valle Improvements or the
exercise of any other remedy by the Authority. The City hereby
irrevocably appoints the Authority as the agent and attorney-in-
fact of the City to enter upon and re-lease the South Valle
Improvements in the Event of Default by the City in the performance
28
of any covenants herein contained to be performed by the City and
to remove all personal property whatsoever situated upon the South
Valle Improvements, to place such property in storage or other
suitable place in the County of San Bernardino, California, for the
account of and at the expense of the City, and the City hereby
exempts and agrees to save harmless the Authority from any costs,
loss or damage whatsoever arising or occasioned by any such entry
upon and re-leasing of the South Valle Improvements and the removal
and storage of such property by the Authority or its duly
authorized agents in accordance with the provisions herein
contained. The City hereby waives any and all claims for damages
caused or which may be caused by the Authority in reentering and
taking possession of the South Valle Improvements as herein
provided and all claims for damages that may result from the
destruction of or injury to the South Valle Improvements and all
claims for damages to or loss of any property belonging to the City
that may be in or upon the South Valle Improvements. The City
agrees that the terms of this Lease Agreement constitute full and
sufficient notice of the right of the Authority to re-lease the
South Valle Improvements in the event of such reentry without
effecting a surrender of this Lease Agreement, and further agrees
that no acts of the Authority in effecting such re-leasing shall
constitute a surrender or termination of this Lease Agreement
irrespective of the term for which such releasing is made or the
terms and conditions of such re-leasing, or otherwise, but that, on
the contrary, in the event of such Default by the City the right to
terminate this Lease Agreement shall vest in the Authority to be
effected in the sole and exclusive manner hereinafter provided for
in paragraph (b) hereof. The City further waives the right to any
rental obtained by the Authority in excess of the Lease Payments
and payments due pursuant to Section 4.7 hereof and hereby conveys
and releases such excess to the Authority as compensation to the
Authority for its services in releasing the South Valle
Improvements.
(b) In an Event of Default hereunder, the
Authority at its option may terminate this Lease Agreement and re-
lease all or any portion of the South Valle Improvements. In the
event of the termination of this Lease Agreement by the Authority
at its option and in the manner hereinafter provided on account of
Default by the City (and notwithstanding any reentry upon the South
Valle Improvements by the Authority in any manner whatsoever or the
re-leasing of the South Valle Improvements), the City nevertheless
29
agrees to pay to the Authority all costs, loss or damages howsoever
arising or occurring payable at the same time and in the same
manner as is herein provided in the case of payment of Lease
Payments. Any surplus received by the Authority from such re-
leasing shall be credited toward the Lease Payments next coming due
and payable. Neither notice to pay rent or to deliver up possession
of the premises given pursuant to law nor any proceeding in
unlawful detainer taken by the Authority shall of itself operate to
terminate this Lease Agreement, and no termination of this Lease
Agreement on account of Default by the City shall be or become
effective by operation of law, or otherwise, unless and until the
Authority shall have given written notice to the City of the
election on the part of the Authority to terminate this Lease
Agreement. The City covenants and agrees that no surrender of the
South Valle Improvements and/or of the remainder of the term of the
Lease Agreement or any termination of this Lease Agreement shall be
valid in any manner or for any purpose whatsoever unless stated or
accepted by the Authority by such written notice.
Section 9.3. No Remedv Exclusive. No remedy herein
conferred upon or reserved to the Authority is intended to be
exclusive and every such remedy shall be cumulative and shall be in
addition to every other remedy given under this Lease Agreement now
or hereafter existing at law or in equity. No delay or omission to
exercise any right or power accruing upon any Default shall impair
any such right or power or shall be construed to be a waiver
thereof, but any such right and power may be exercised from time to
time and as often as may be deemed expedient. In order to entitle
the Authority to exercise any remedy reserved to it in this Article
it shall not be necessary to give any notice, other than such
notice as may be required in this Article IX or by law.
Section 9.4. Aqreement to Pay Attornevs' Fees and
Expenses. In the event either party to this Lease Agreement should
default under any of the provisions hereof and the non-defaulting
party should employ attorneys or incur other expenses for the
collection of moneys or the enforcement or performance or
observance of any obligation or agreement on the part of the
defaulting party herein contained, the defaulting party agrees that
it will on demand therefor pay to the non-defaulting party the
reasonable fees of such attorneys and such other expenses so
incurred by the non-defaulting party.
30
Section 9.5. No Additional Waiver Implied bv One
Wai ver. In the event any agreement contained in this Lease
Agreement should be breached by either party and thereafter waived
by the other party, such waiver shall be limited to the particular
breach so waived and shall not be deemed to waive any other breach
hereunder.
Section 9.6. Application of Proceeds. All net proceeds
received from the re-lease or other disposition of the South Valle
Improvements under this Article IX, and all other amounts derived
by the Authority or the Trustee as a result of an Event of Default
hereunder, shall be transferred to the Trustee promptly upon
receipt thereof and after payment of all fees and expenses of the
Trustee, including attorneys fees, shall be deposited by the
Trustee in the Lease Payment Fund to be applied as specified in
Section 13.03 of the Trust Agreement.
Section 9.7. Trustee and Certificate Owners to Exercise
Riohts. Such rights and remedies as are given to the Authority
under this Article IX have been assigned by the Authority to the
Trustee under the Trust Agreement, to which assignment the City
hereby consents. Such rights and remedies shall be exercised by the
Trustee and the Owners of the Certificates as provided in the Trust
Agreement and herein.
31
ARTICLE X
PREPAYMENT OF LEASE PAYMENTS
Section 10.1. Security Deposit. Notwithstanding any
other provision of this Lease Agreement, the City may, on any date,
secure the payment of all or a portion of the Lease Payments
remaining due by an irrevocable deposit with the Trustee or an
escrow holder under an escrow deposit and trust agreement as
referenced in Section 14.01(b) of the Trust Agreement, of: (a) in
the case of a security deposit relating to all Lease Payments,
either (i) cash in an amount which, together with amounts on
deposit in the Lease Payment Fund, the Insurance and Condemnation
Fund and the Reserve Fund, is sufficient to pay all unpaid Lease
Payments, including the principal and interest components thereof,
in accordance with the Lease Payment schedule set forth in
Exhibit B, or (ii) Defeasance Obligations in such amount as will,
in the written opinion of an independent certified public
accountant or other firm of recognized experts in such matters,
together with interest to accrue thereon and, if required, all or
a portion of moneys or Federal Securities or cash then on deposit
and interest earnings thereon in the Lease Payment Fund, the
Insurance and Condemnation Fund and the Reserve Fund, be fully
sufficient to pay all unpaid Lease Payments on their respective
Lease Payment Dates; or (b) in the case of a security deposit
relating to a portion of the Lease Payments, a certificate executed
by the City Representative (or such officer's designee, such
designation to be evidenced by a writing delivered to the
Trustee) designating the portion of the Lease Payments to which the
deposit pertains, and either (i) cash in an amount which is
sufficient to pay the portion of the Lease Payments designated in
such City Representative's (or such officer's designee's)
designation, such designation to be evidenced by a writing
delivered to the Trustee) certificate, including the principal and
interest components thereof, or (ii) Defeasance Obligations in such
amount as will, together with interest to be received thereon, if
any, in the written opinion of an independent certified public
accountant or other firm of recognized experts in such matters, be
fully sufficient to pay the portion of the Lease Payments
designated in the aforesaid City Representative's (or such
officer's designee's, such designation to be evidenced by a writing
delivered to the Trustee) certificate.
32
In the event of a deposit pursuant to this Section 10.1
as to all Lease Payments and the payment of all fees, expenses and
indemnifications owed to the Trustee, all obligations of the City
under this Lease Agreement shall cease and terminate, excepting
only the obligation of the City to make, or cause to be made, all
payments from the deposit made by the City pursuant to this
Section 10.1, and title to the South Valle Improvements shall vest
in the City on the date of said deposit automatically and without
further action by the City or the Authority. Said deposit and
interest earnings thereon shall be deemed to be and shall
constitute a special fund for the payments provided for by this
Section 10.1 and said obligation shall thereafter be deemed to be
and shall constitute the installment purchase obligation of the
City for the South Valle Improvements. Upon said deposit, the
Authority will execute or cause to be executed any and all
documents as may be necessary to confirm title to the South Valle
Improvements in accordance with the provisions hereof. In addition,
the Authority hereby appoints the City as its agent to prepare,
execute and file or record, in appropriate offices, such documents
as may be necessary to place record title to the South Valle
Improvements in the City.
Section 10.2. Prepayment Option. The Authority hereby
grants an option to the City to prepay the principal component of
the Lease Payments attributable to the Certificates in full, or in
part, together with a premium represented by a percentage of the
portion of such principal component of Lease Payments attributable
to the Certificates prepaid equal to the percentages set forth
below:
Prepayment Date Prepayment Premium
August 15, 2009 through August 14, 2010 102~
August 15, 2010 through August 14, 2011 101~
August 15, 2011 and thereafter 100~
Said option may be exercised with respect to payments
at tributable to the Certificates due on and after September 1,
2009, in whole at any time, or in part on any Lease Payment Date,
commencing August 15, 2009. Said option shall be exercised by the
City by giving written notice to the Authority and the Trustee of
33
the exercise of such option at least sixty (60) days prior to said
payment date. Such option shall be exercised in the event of
prepayment in full, by depositing with said notice cash in an
amount, which, together with amounts then on deposit in the Reserve
Fund, the Insurance and Condemnation Fund and the Lease Payment
Fund, will be sufficient to pay the aggregate unpaid component of
the Lease Payments attributable to the Certificates on said payment
date, together with any Lease Payments attributable to the
Certificates then due but unpaid, or, in the event of prepayment in
part, by depositing with said notice cash in an amount divisible by
$5,000 equal to the amount desired to be prepaid together with any
Lease Payments attributable to the Certificates then due but
unpaid. In the event of prepayment in part, the partial prepayment
shall be applied against Lease Payments in such manner as the City
shall determine and if the City shall fail to make such
determination, pro rata among their payment dates. Lease Payments
attributable to the Certificates due after any such partial
prepayment shall be in the amounts set forth in a revised Lease
Payment schedule which shall be provided by, or caused to be
provided by, the City to the Trustee and which shall represent an
adjustment to the schedule set forth in Exhibit B attached hereto
taking into account said partial prepayment.
Section 10.3. Mandatorv Prepayment From Net Proceeds of
Insurance. Title Insurance or Eminent Domain. The City shall be
obligated to prepay the Lease Payments allocable to the South Valle
Improvements, in whole on any date or in part on any Lease Payment
Date, from and to the extent of any Net Proceeds of an insurance,
title insurance or condemnation award with respect to the South
Valle Improvements theretofore deposited in the Lease Payment Fund
for such purpose pursuant to Article VI hereof and Article VII of
the Trust Agreement. The City and the Authority hereby agree that
such Net Proceeds shall be applied first to the payment of any
delinquent Lease Payments, and thereafter shall be credited toward
the City's obligations under this Section 10.3. Lease Payments due
after any such partial prepayment shall be in the amounts set forth
in a revised Lease Payment schedule which shall be provided by, or
caused to be provided by, the City to the Trustee and which shall
represent an adjustment to the schedule set forth in Exhibit B
attached hereto taking into account said partial prepayment
event
of
Section 10.4.
prepayment of
Credit for Amounts on Deposit.
the principal components of the
In the
Lease
34
Payments in full under this Article X, such that the Trust
Agreement shall be discharged by its terms as a result of such
prepayment, remaining amounts on deposit in the Lease Payment Fund,
if any, or the Reserve Fund shall be credited toward the amounts
then required to be so prepaid.
35
ARTICLE XI
MISCELLANEOUS
Section 11.1. Notices. All notices, certificates or
other communications hereunder shall be sufficiently given and
shall be deemed to have been received 48 hours after deposit in the
United States mail in first class form with postage fully prepaid:
If to the City:
City of San Bernardino
300 North "D" Street
San Bernardino, CA 92418
Attn: City Representative
If to the Authority:
San Bernardino Joint Powers
Financing Authority
201 North "E" Street, Third Floor
San Bernardino, CA 92401
Attn: Executive Director
If to the Trustee:
U.S. Bank Trust,
National Association
Corporate Trust Dept., Suite 3020
550 South Hope Avenue
Los Angeles, CA 90071
If to the Bond Insurer:
MBIA Insurance Corporation
113 King Street
Armonk, New York 10504
Attn: Insured Portfolio Management Dept.
The Authority, the City and the Trustee, by notice given
hereunder, may designate different addresses to which subsequent
notices, certificates or other communications will be sent.
Section 11.2. Bindinq Effect. This Lease Agreement
shall inure to the benefit of and shall be binding upon the
Authority and the City and their respective successors and assigns.
Section 11.3. Severability. In the event any provision
of this Agreement shall be held invalid or unenforceable by any
36
court of competent jurisdiction, such holding shall not invalidate
or render unenforceable any other provision hereof.
Section 11.4. Net-net-net Lease. This Lease Agreement
shall be deemed and construed to be a "net-net-net lease" and the
City hereby agrees that the Lease Payments shall be an absolute net
return to the Authority, free and clear of any expenses, charges or
set-offs whatsoever.
Section 11.5. Further Assurances and Corrective
Instruments. The Authority and the City agree that they will, from
time to time, execute, acknowledge and deliver, or cause to be
executed, acknowledged and delivered, such supplements hereto and
such further instruments as may reasonably be required for
correcting any inadequate or incorrect description of the South
Valle Improvements hereby leased or intended so to be or for
carrying out the expressed intentions of this Lease Agreement.
Section 11.6. Execution in Counteroarts. This Lease
Agreement may be executed in several counterparts, each of which
shall be an original and all of which shall constitute but one and
the same instrument.
Section 11.7. Aoolicable law. This Lease Agreement
shall be governed by and construed in accordance with the laws of
the State.
Section 11.8. Authoritv and City Reoresentatives.
Whenever under the provisions of this Lease Agreement the approval
of the Authority or the City is required, or the Authority or the
City is required to take some action at the request of the other,
such approval or such request shall be given for the Authority by
an Authority Representative and for the City by a City
Representative, and each party hereto shall be authorized to rely
upon any such approval or request.
Section 11.9. Caotions. The captions or headings in
this Lease Agreement are for convenience only and in no way define,
limit or describe the scope or intent of any provisions or
section of this Lease Agreement.
37
IN WITNESS WHEREOF, the Authority has caused this Lease
Agreement to be executed in its corporate name by its duly
authorized officers and sealed with its seal; and the City has
caused this Lease Agreement to be executed in its name by its duly
authorized officers and sealed with its seal, as of the date first
above written.
CITY OF SAN~ERNARDINO
L U-.--
By:
ATTEST:
By: .~~);1. Ct~~-.k..
'ty Clerk
/
"--J
SAN BERNARDINO JOINT POWERS
FINANCING AUTHORITY
ATTEST:
By: ~~;b.~
S retary
By q~~~L
It erson
\ I
"'-. I
SBEO/0180/DOC/018.1
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
On September 28, 1999 before me, Lisa A. Gomez,
Notary Public, personally appeared Judith Valles, personally known to me fef
provod to mo on tho basis of satisfaotory o'/idenoo) to be the person~ whose nam~
istafe subscribed to the within instrument and acknowledged to me that Re.lshe/thoy
executed the same in ffis/herAAeH: authorized capacityfie6t, and that by l=Hs,lherAAeff
signature~ on the instrument the person~, or the entity upon behalf of which the
personW acted, executed the instrument.
WITNESS my hand and official seal.
L <<10 ~:'!!o~~.._....Jft....A 18_'
- . USA A. GOMEZ
it commission it 11~B9~ z
~, Notary Public - CalifaTIla ~
Z SOn Bernadino County ~
i_ _ _ ~~~~1~
(Seal)
EXHIBIT A
DIVISION ONE:
PARCEL NO.1:
HUNTS LANE EXISTING CITY OF SAN BERNARDINO RIGHT OF WAY BETWEEN REDLANDS
BOULEVARD AND 200 FEET SOUTH OF THE SOUTHERN PACIFIC RAILROAD, IN THE CITY OF
SAN BERNARDINO, BEING A PORTION OF LOT 4, BLOCK 65, RAHCHO SAN BERNARDINO, IN
THE COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER PLAT RECORDED IN
BOOK 7 OF MAPS, PAGE 2, RECORDS OF SAID COUNTY, AND DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE CENTER LINE OF HUNTS LANE AND THE SOUTH
LINE OF REDLANDS BOULEVARD (82.50 FEET WIDE);
THENCE SOUTH 1450.00 FEET, ALONG THE SAID CENTER LINE OF HUNTS LANE;
THENCE EAST 44.00 FEET TO THE EAST LINE OF SAID HUNTS LANE;
THENCE NORTH ALONG SAID EAST LINE OF HUNTS LANE, FOLLOWING ALL ITS VARIOUS
COURSES AND DISTANCES, TO THE SOUTH LINE OF SAID REDLANDS BOULEVARD;
THENCE WEST ALONG SAID SOUTH LINE OF REDLANDS BOULEVARD TO THE POINT OF
BEGINNING.
PARCEL NO.2:
REDLANDS BOULEVARD EXISTING CITY RIGHT OF WAY BETWEEN HUNTS LANE AND WATERMAN
AVENUE SOUTH BOUND OFF RAMP OF INTERSTATE 10 FREEWAY, IN THE CITY OF SAN
BERNARDINO, BEING A PORTION OF LOT 4, BLOCK 64; AND A PORTION OF LOT 1, BLOCK
54, OF THE RANCHO SAN BERNARDINO, IN THE COUNTY OF SAN BERNARDINO, STATE OF
CALIFORNIA, AS PER PLAT RECORDED IN BOOK 7 OF MAPS, PAGE 2, RECORDS OF SAID
COUNTY, AND DESCRIBED AS FOLLOWS:
BEGINNING AT A CENTER LINE INTERSECTION OF REDLANDS BOULEVARD AND HUNTS LANE,
SAID POINT MARKED BY A CALIFORNIA DIVISION OF HIGHWAYS BRASS CAP MONUMENT AS
SHOWN PER PARCEL MAP NO. 3818, IN BOOK 35 OF PARCEL MAPS, PAGE 35;
THENCE NORTH ALONG SAID HUNTS LANE CENTER LINE TO THE NORTH LINE OF SAID
REDLANDS BOULEVARD;
THENCE EAST ALONG SAID NORTH LINE OF REDLANDS BOULEVARD FOLLOWING ITS VARIOUS
COURSES AND DISTANCES TO THE INTERSECTION OF THE SOUTHEASTERLY PROLONGATION OF
THE EASTERLY LINE OF THE WATERMAN AVENUE SOUTH BOUND OFF RAMP AS SHOWN PER
STATE OF CALIFORNIA RIGHT OF WAY MAP NO. 910512 AND BEARING SOUTH 240 18' 00"
EAST PER SAID STATE MAP;
THENCE SOUTH 82.50 FEET TO THE SOUTH LINE OF SAID REDLANDS BOULEVARD;
THENCE WEST ALONG SAID SOUTH LINE OF REDLANDS BOULEVARD FOLLOWING ITS VARIOUS
COURSES AND DISTANCES TO SAID CENTER LINE OF HUNTS LANE;
THENCE NORTH ALONG SAID CENTER LINE OF HUNTS LANE TO THE POINT OF BEGINNING.
PARCEL NO.3:
CAROLINE STREET EXISTING 60 FOOT RIGHT OF WAY BETWEEN WATERMAN AVENUE AND ITS
WEST TERMINUS, IN THE CITY OF SAN BERNARDINO, BEING A PORTION OF LOT 4, BLOCK
65, OF THE RANCHO SAN BERNARDINO, IN THE COUNTY OF SAN BERNARDINO, STATE OF
CALIFORNIA, AS PER PLAT RECORDED IN BOOK 7 OF MAPS, PAGE 2, RECORDS OF SAID
CO~ITY, AND DESCRIBED AS FOLLOWS:
BEGINNING AT THE MOST SOUTHEASTERLY CORNER OF PARCEL 6, OF PARCEL MAP NO.
2803, IN THE CITY OF SAN BERNARDINO, RECORDED IN BOOK 34 OF PARCEL MAPS, PAGES
83 AND 84, RECORDS OF SAN BERNARDINO COUNTY, SAID POINT BEING ON THE SOUTH
LINE OF CAROLINE STREET;
THENCE NORTH 60.00 FEET ALONG THE EAST LINE OF SAID PARCEL 6 TO THE NORTH LINE
OF SAID CAROLINE STREET;
THENCE EAST ALONG SAID NORTH LINE OF CAROLINE STREET TO THE WEST LINE OF
WATERMAN AVENUE (82.5 FEET WIDE);
THENCE SOUTH ALONG THE WEST LINE OF WATERMAN AVENUE TO THE SOUTH LINE OF SAID
CAROLINE STREET;
THENCE WEST ALONG SAID SOUTH LINE OF CAROLINE STREET TO THE POINT OF
BEGINNING.
PARCEL NO.4:
HUNTS LANE EXISTING CITY OF SAN BERNARDINO RIGHT OR WAY BETWEEN REDLANDS
BOULEVARD AND "E" STREET, IN THE CITY OF SAN BERNARDINO, BEING A PORTION OF
LOTS 1 AND 2, BLOCK 54 AND A PORTION OF LOTS 3 AND 4, BLOCK 65, BOTH OF THE
RANCHO SAN BERNARDINO, IN THE COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA,
AS PER PLAT RECORDED IN BOOK 7 OF MAPS, PAGE 2, RECORDS OF SAID COUNTY, AND
DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE CENTER LINE OF HUNTS LANE AND THE SOUTH
LINE PROLONGATION OF "E" STREET BEARING NORTH 890 42' 56" EAST AS SHOWN ON
PARCEL MAP NO. 4491, RECORDED IN BOOK 43 OF PARCEL MAPS, PAGE 42, RECORDS OF
SAN BERNARDINO COUNTY;
THENCE EAST ALONG SAID SOUTH LINE PROLONGATION OF "E" STREET TO THE EAST LINE
OF HUNTS LANE;
THENCE SOUTH ALONG SAID EAST LINE OF HUNTS LANE TO THE SOUTH LINE OF REDLANDS
BOULEVARD;
THENCE WEST TO A POINT THAT INTERSECTS THE SOUTH LINE OF STEEL ROAD AND THE
WEST LINE OF HUNTS LANE;
THENCE NORTH ALONG SAID WEST LINE OF HUNTS LANE AND ITS PROLONGATION TO THE
SAID SOUTH LINE PROLONGATION OF "E" STREET;
THENCE EAST ALONG SAID SOUTH LINE PROLONGATION OF "E" STREET TO THE POINT OF
BEGINNING.
EXCEPTING THEREFROM THAT PORTION LYING WITHIN THE CORPORATE CITY LIMITS OF THE
CITY OF COLTON, CALIFORNIA AS SAID CITY LIMITS EXISTED ON JUNE 15, 1984.
ALSO EXCEPTING THEREFROM THAT PORTION OF HUNTS LANE AS CONVEYED TO THE STATE
OF CALIFORNIA, BY DEEDS RECORDED IN BOOK 3833, PAGE 474, OFFICIAL RECORDS; IN
BOOK 3918, PAGE 82, OFFICIAL RECORDS; IN BOOK 5324, PAGE 520, OFFICIAL
RECORDS; AND NOT RELINQUISHED TO THE CITY OF SAN BERNARDINO BY THE STATE OF
CALIFORNIA, AS DESCRIBED IN THAT CERTAIN RELINQUISHMENT OF HIGHWAY RIGHT OF
WAY DEED RECORDED IN BOOK 8154, PAGE 659, OFFICIAL RECORDS.
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Recordin3 RGqu~!:tcd By
CHICAGO TITLE COMPAN~
RECORDING REQUESTED BY:
Recorded 1n Off1cial Recorde, County of
san Bernard1no, Larry Walker, Recorder
THE CITY OF SAN BERNARDINO
Doc No. 19990410169
3:00pm 09/29/99
a,ica~ iiUe A I ~~1
AND WHEN RECORDED RETURN TO:
SABO &. GREEN,
a Professional Corporation
Suite 2039
23801 Calabasas Road
Calabasas, California 91302
THIS TRANSACTION IS EXEMPT FROM CALIFORNIA DOCUMENTARY TRANSFER TAX PURSU&~T TO
SECTION 11929 OF THE CALIFORNIA REVENUE AND TAXATION CODE. THIS DOCUMENT IS' EXEMI?T
FROM RECORDING FEES PURSUANT TO SECTION 27383 OF THE CALIFORNIA GOVERNMENT CODE.
(Space Above. for Recorder's Use)
ASSIGNMENT AGRE3MENT
Dated as of Septe~ber 1, 1999
by and between the
S~~ BERNARDINO JOINT POWERS FINANCING AUTHORITY
and
U.s. BANK TRUST NATIONAL ASSOCIATION
as Trustee
$15,480,000
Refunding Certificates of Participation
(1999 Police Station, South Valle
and 201 North E Street Projects)
Evidencir-g the Direct, Undivided Fractional Interest of the Owner
Thereof in Lease Payments to be Made by the
CITY OF SAN BERNARDINO, CALIFORNIA
As the Rental for Certain Projects Pursuant
to Lease Agreements With the
San Bernardino Joint Powers Financing Authority
SBro\O,8C\OOC\<
9\28\99 9CO ]g
ASSIGNMENT AGREEMENT
THIS ASSIGNMENT AGREEMENT, made and entered into as of
September 1, 1999, is by and between the SAN BERNARDINO JOINT
POWERS FINANCING AUTHORITY, a joint powers authority duly organized
and existing under the laws of the State of California (the
"Authority"), and u.S. BANK TRUST NATIONAL ASSOCIATION, a national
banking association duly organi~ed and existing under the laws of
the United States of America, as trustee (the "Trustee")j
WIT N E SSE T H:
In the j oint and mutual exercise of their powers, in
consideration of the mutual covenants herein contained and for
other valuable consideration, the parties hereto recite and agree
as follows:
Section 1.
Recitals.
WHEREAS, pursuant to that certain Police Station Site and
Facility Lease, dated as of September 1, 1999 (the "Police Station
Site and Facility Lease"), Redevelopment Agency of the City of San
Bernardino (the "Agency")has leased to the Authority that certain
parcel of real property and the facility located thereon situated
in the City of San Bernardino, County of San Bernardino, State of
California (the "Police Station Site"); and
WHEREAS, pursuant to that certain South Valle Site a~d
Facilit.y Lease, dated as of September 1, 1999 (the "South Valle
Site and Facility Lease"), City has leased to the Authority those
certain parcels of real property with certain improvements located
thereon situated in the City of San Bernardino, County of San
Bernardino, State of California (the "South Valle Improvements");
and
WHEREAS, pursuant to that certain 201 North E Street Site
and Facility Lease, dated as at- September 1, 1999 (the "201 Noreh
E Site and Facility Lease"), Agency has leased to the Authority
that certain parce-l of real property and the facili ty located
thereon situated in the City of San Bernardino, County of San
Bernardino, Seate of California ("201 North E Street" and with the
Police Station Site, the "Project"); and with the Police Station
Site and the South Valle Improvements, the "Project"); and
-1-
WHEREAS, the South Valle Site and Facility Lease, the
Police Station Site and Facility Lease and the 201 North E Site and
Facility Lease (collectively the "Site and Facility Leases.) are
being entered into for the purpose of enabling the Authority to
assist the City in the refinancing of the Police Station Site and
the South Valle Improvements and to provide additional funds to the
Agency; and
WHEREAS, the Authority proposes (i) to lease the Police
Station Site to the City pursuant to that certain Police Station
Lease Agreement, dated as of September 1, 1999, by and between the
Authority and the City (the "Police Station Lease Agreement) (ii) to
lease the South Valle Improvements to the City pursuant to that
certain South Valle Lease Agreement, dated as of September 1, 1999,
by and between the Authority and the City and (the "South Valle
Lease Agreement") and (iii) to lease the 201 North E Street Site to
the City pursuant to that certain 20.1 North E Street Lease
Agreement, dated as of Septernber 1, 1999, by and between the
Authority and the City (the "201 North E Street Lease Agreement")
and with the Police Station Lease Agreement ,and the South Valle
Lease Agreement, the "Lease Agreements"); and
W::rER3AS, pursuant to the Trust Agreement dated as of
September 1, 1999, among the Authority, City and Trustee, the
Truscee will execute and deliver certificates of participation (the
"Certificaces") evidencing the direct, undivided fractional
interest of the owner thereof in lease payments to be made by the
City as the rental for certain projects pursuant to Lease
Agreements wlth the Authority; and
WHEREAS, hereunder the Authority to the Trustee shall
assign its right co receive lease payments under the Lease
Agreements (the "Lease Payments"), its right to enforce payment 0:
the Lease payments and otherwise to enforce its interest and rights
under the Lease Agreements in the event of a default thereunder by
the City, to Trustee.
Section 2. Assignment. The Authority hereby
transfers, assigns and sets over to the Trustee, for the benefit of
the Owners of the Certificates, all of the Authority's rights, but
none of its obligations, under the Lease Agreements (excepting only
the Authority'S rights under Sections 7.3 and 9.4 of the Lease
Agreements), including without limitation (i) the right to receive
and collect all of the Lease Payments from the City under the Lease
Agreements, (ii) the right to receive and collect any proceeds of
any insurance maintained thereunder and of any condemnation award
rendered 'N i th respect to the proj ect , and (i i i) the rlght to
-2-
exercise such rights and remedies conferred on the Authority
pursuant to the Lease Agreements as may be necessary or convenient
(A) to enforce payment of the Lease Payments and any other amounts
required to be deposited in the Lease Payment Fund or the Insurance
and Condemnation Fund established under the Trust Agreement, or (8)
otherwise to protect the interests of the Owners in the event of a
default by the City under the Lease Agreements. All rights assigned
by the Authority shall be administered by the Trustee in accordance
with the provisions of the Trust Agreement for the equal and
fractional benefit of the Owners of the Certificates.
Section 3. Acceptance. The Trustee hereby accepts
the assignments made herein for the purpose of securing, equally
and fractionally, the payments due pursuant to the Lease Agreements
and the Trust Agreement to, and the rights under the Lease
Agreements and Trust Agreement of, the owners of the Certificates
delivered pursuant to the Trust Agreement, all subject to the
provisions of the Trust Agreement.
Section 4. Conditions. This Assignment Agreement
shall neither confer rights nor impose duties upon the Trustee
beyond those expressly provided in the Lease Agreements and the
Trust Agreement. The Trustee assumes no responsibility for the
accuracy of the recitals herein, nor is the Trustee responsible for
any representations, warranties or covenants of the Authority under
the Lease Agreements.
Section 5. Capacity of Trustee. The Trustee is
entering into this Assignment Agreement solely in its capacity as
Trustee under the Trust Agreement and the duties, powers and
liabilities of the Trustee in acting hereunder shall be subject to
the provisions of the Trust Agreement including, without
li~itation, the provisions of Articles IX and XIII thereof.
Section 6. Execution in Counterparts. This
Assignment Agreement may be executed in any number of counterparts,
each of which shall be deemed to be an original but all together
shall constitute but one and the same instrument.
-3-
. .
IN WITNESS WHEREOF, the parties have executed this
Assignment Agreement by their duly authorized officers as of the
day and year first written above.
SAN BERNARDINO JOINT POWERS
FINANCING AUTHORITY
By
(SEAL)
Attest:
U.S. BAN~ TRJS7 NAT:ONA: ASSOCIATION,
as Trus::ee
By
Authorized Officer
SBEC\0193\DOC\4
-4 -
STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO )
On Sectember 28. 1999 before me, Lisa A. Gomez.
Notary Public. personally appeared Judith Valles. personally known to me ~
proved to mo an tAo basis af eatisfaQtory eviElenoe) to be the person{&} whose name{&}
istafe subscribed to the within instrument and acknowledged to me that M./sheAAey-
executed the same in ffi6/herAAeif authorized capacityfie6t, and that by RiefherAAeif
signature{&} on the instrument the person{&}, or the entity upon behalf of which the
person{&} acted, executed the instrument.
WITNESS my hand and official seal.
1--- - ~~~~~-~
~~ _"'bIIc-CaOluria ~
.. San Bemcrdlno County
_ _ _ ~~~~l~~l
(Seal)
IN WITNESS WHEREOF, the parties have executed this
Assignment Agreement by their duly authorized officers as of the
day and year first written above.
SAN BERNARDINO JOINT POWERS
FINANCING AUTHORITY
By
Chairman
(SEAL)
Attest:
Secretary
U.S. BANK TRUST NATIONAL ASSOCIATION,
as Trustee
By
~~
/ - /"'-.J
A tho. d Officer
SBEO\OlaO\OOC\4
-4-
STATE OF CALIFORNIA
COUNTY OF LOS ANGELES
On () /qa/qo before me, '- Tf;JJ);ft;{ !t1f!l!dJb JIlL
(here injer~~tle of the officer), personally appeared
~~ ~ ' personally known to me (or proved to
me on the basis of satisfactory evidence) to be the person(s) whose
name(s) isJ~ subscribed to the within instrument and acknowledged
to me that he/i'l.-:-.'''R9j' executed the same in his/heF/t);j~iF
authorized capacity (ies), and that by his/ncc/';:in' ~ signature (s) on
the instrument the person(s), or the entity upon behalf of which
the person(s) acted, executed the instrument.
Signat
(Seal)
a ....MC~
o......MI.l1m-
~ McilaIY NlIO-:4 ·
LeI N'r(JIIa~
My CCllm\. ~_2Il. 2m
.;r
EXHIBIT A
D:IVIS:ION ONE:
PARCEL NO.1:
HUNTS LANE EXISTING CITY OF SAN BERNARDINO RIGHT OF WAY BETWEEN REDLANDS
BOULEVARD AND 200 FEET SOUTH OF THE SOUTHERN PACIFIC RAILROAD, IN THE CITY OF
SAN BERNARDINO, BEING A PORTION OF LOT 4, BLOCK 65, RAHCHO SAN BERNARDINO, IN
THE COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER PLAT RECORDED IN
BOOK 7 OF MAPS, PAGE 2, RECORDS OF SAID COUNTY, AND DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE CENTER LINE OF HUNTS LANE AND THE SOUTH
LINE OF REDLANDS BOULEVARD (82.50 FEET WIDE);
THENCE SOUT:~ 1450.00 FEET, ALONG THE SAID CENTER LINE OF HUNTS LANE;
THENCE EAST 44.00 FEET TO THE EAST LINE OF SAID HUNTS LANE;
THENCE NORTH ALONG SAID EAST LINE OF HUNTS LANE, FOLLOWING ALL ITS VARIOUS
COURSES AND DISTANCES, TO THE SOUTH LINE OF SAID REDLANDS BOULEVARD;
TEENCE WEST ALONG SAID SOUTH LINE OF REDLANDS BOULEVARD TO THE POINT OF
BEGINNING.
PARCE:' NO.2:
REDLANDS BOULEVA..W EXISTING CITY RIGHT OF WAY BETWEEN HUNTS LANE AND WATERJo'.A.'l
AVENUE SOUTH BOUND OFF RAMP OF INTERSTATE 10 FREEWAY, IN THE CITY OF SAN
BERNA..WINO, BEING A PORTION OF LOT 4, BLOCK 64; AND A PORTION OF LOT 1, BLOCK
54, OF THE RANCHO SAN BERNARDINO, IN THE COUNTY OF SAN BERNA..WINO, STATE OF
CALIFORNIA, AS PER PLAT RECORDED IN BOOK 7 OF MAPS, PAGE 2, RECORDS OF SAID
CO~~Y, ~~ DESCRIBED AS FOLLOWS:
BEGINNING AT A CENTER LINE INTERSECTION OF REDLANDS BOULEVARD AND HUNTS LANE,
SAID POINT MARKED BY A CALIFORNIA DIVISION OF HIGHWAYS BRASS CAP MONUMENT AS
SHOWN PER PARCEL MAP NO. 3818, IN BOOK 35 OF PARCEL MAPS, PAGE 35;
7.~NCE NORTH ALONG SAID HUNTS LANE CENTER LINE TO Th~ NORTH LINE OF SAID
REDLANDS BOULEVARD;
THENCE EAST ALONG SAID NORTH LINE OF REDLANDS BOULEVARD FOLLOWING ITS VARIOUS
COURSES AND DISTANCES TO THE INTERSECTION OF THE SOUTHEASTERLY PROLONGATION OF
THE EASTERLY LINE OF THE WATERMAN AVENUE SOUTH BOUND OFF RAMP AS SHOWN PER
STATE OF CALIFORNIA RIGHT OF WAY MAP NO. 910512 AND BEARING SOUTH 240 18' 00"
EAST PER SAID STATE MAP;
THENCE SOUTH 82.50 FEET TO THE SOUTH LINE OF SAID REDLA."IDS BOULEVARD;
THENCE WEST ALONG SAID SOUTH LINE OF REDLANDS BOULEVARD FOLLOWING ITS VARIOUS
COURSES AND DISTANCES TO SAID CENTER LINE OF HUNTS LANE;
THENCE NORTH ALONG SAID CENTER LINE OF HUNTS LANE TO THE POINT OF BEGINNING.
PA..~CEL NO.3:
CA..~OLINE STREET EXISTING 60 FOOT RIGHT OF WAY BETWEEN WATERMAN AVENUE AND ITS
WEST TERMINUS, IN THE CITY OF SAN BERNARDINO, BEING A PORTION OF LOT 4, BLOCK
65, OF THE RA..~CHO SA.~ BERNARDINO, IN THE COUNTY OF SAN BERNARDINO, STATE OF
CALIFORNIA, AS PER PLAT RECORDED IN BOOK 7 OF MAPS, PAGE 2, RECORDS OF SAID
COUNTY, AND DESCRIBED AS FOLLOWS:
BEGINNING AT THE MOST SOU'1'HEASTERLY CORNER OF PARCEL 6, OF PARCEL MAP NO.
2803, IN THE CITY OF SAN BERNARDINO, RECORDED IN BOOK 34 OF PARCEL MAPS, PAGES
83 AND 84, RECORDS OF SAN BERNARDINO COUNTY, SAID POINT BEING ON THE SOU'1'H
LINE OF CAROLINE STREET;
THENCE NORTH 60.00 FEET ALONG THE EAST LINE OF SAID PARCEL 6 TO THE NOR'!'H LINE
OF SAID CAROLINE STREET;
THENCE EAST ALONG SAID NORTH LINE OF CAROLINE STREET TO THE WEST LINE OF
WATERMAN AVENUE (82.5 FEET WIDE);
THENCE SOU'1'H ALONG THE WEST LINE OF WATERMAN AVENUE TO THE SOU'1'H LINE OF SAID
CAROLINE STREET;
THENCE WEST ALONG SAID SOU'1'H LINE OF CAROLINE STREET TO THE POINT OF
BEGINNING.
PARCEL NO.4:
HUNTS LANE EXISTING CITY OF SAN BERN&~INO RIGHT OF 'WAY BETWEEN REDLANDS
BOULEVARD AND "E" STREET, IN THE CITY OF SAN BERN&'IDINO, BEING A PORTION OF
LOTS 1 AND 2, BLOCK 54 AND A PORTION OF LOTS 3 AND 4, BLOCK 65, BOTH OF THE
RANCHO SAN BERN&~INO, IN THE COUNTY OF SAN BERNARDINO, STATE OF CALIFC~~IA,
AS PER PLAT RECORDED IN BOOK 7 OF ~~S, PAGE 2. RECORDS OF SAID COUNTY, AND
DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE CENTER LINE OF HUNTS LANE AND THE SOUTH
LINE PROLONGATION OF "E" STREET BEARING NORTH 890 42' 56" EAST AS SHOWN ON
PARCEL MAP NO. 4491, RECORDED IN BOOK 43 OF PARCEL MAPS, PAGE 42, RECORDS OF
SA.~ BERNARDINO COUNTY;
THENCE EAST ALONG SAID SOUTH LINE PROLONGATION OF "E" STREET TO THE EAST LINE
OF HUNTS LANE;
THENCE SOU'1'H ALONG SAID EAST LINE OF HUNTS LANE TO THE SOU'1'H LINE OF REDLA.~S
BOULEVARD ;
THENCE WEST TO A POINT THAT INTERSECTS THE SOUTH LINE OF STEEL ROAD AND THE
WEST LINE OF HUNTS LANE;
THENCE NORTH ALONG SAID WEST LINE OF HUNTS LANE AND ITS PROLONGATION TO THE
SAID SOU'1'H LINE PROLONGATION OF "E" STREET;
THENCE EAST ALONG SAID SOUTH LINE PROLONGATION OF "E" STREET TO THE POINT OF
BEGINNING.
EXCEPTING THEREFROM THAT PORTION LYING WITHIN THE CORPORATE CITY LIMITS OF THE
CITY OF COLTON, CALIFORNIA AS SAID CITY LIMITS EXISTED ON JUNE 15, 1984.
ALSO EXCEPTING THEREFROM THAT PORTION OF HUNTS LANE AS CONVEYED TO THE STATE
OF CALIFO~~IA, BY DEEDS RECORDED IN BOOK 3833, PAGE 474, OFFICIAL RECORDS; IN
BOOK 3918, PAGE 82, OFFICIAL RECORDS; IN BOOK 5324, PAGE 520, OFFICIAL
RECORDS; A.~~ NOT RELINQUISHED TO THE CITY OF SAN BERNARDINO BY THE STATE OF
CALIFO~~IA, AS DESCRIBED IN THAT CERTAIN RELINQUISHMENT OF HIGr~AY RIGHT OF
WAY DEED RECORDED IN BOOK 8154, PAGE 659, OFFICIAL RECORDS.
DIVISION TWO:
PARCEL 1 OF PARCEL MAP NO. 14725, IN THE CITY OF SAN BERNARDINO, COUNTY OF SAN
BERNARDINO, STATE OF CALIFORNIA, AS PER PLAT RECORDED IN BOOK 178, PAGES 32
THROUGH 34 INCLUSIVE, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY.
DIVISION TRR:!:!:
PARCEL NO. 1A:
r.~T PORTION OF BLOCK 13, CITY OF SAN BERNARDINO, IN THE CITY OF SAN
BERNARDINO, com....ry OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER MAP RECORDED
IN BOOK 7 PAGE 1 OF MAPS, IN THE OFFICE OF THE COUNTY RECORDER OF SAID COUNTY,
DESCRIBED AS FOLLOWS:
BEGINNING AT THE INTERSECTION OF THE EAST LINE OF "E" STREET WITH THE NORTH
LINE OF "2ND" STREET AS DESCRIBED IN THAT CERTAIN DEED TO THE CITY OF SAN
BERNk~INO RECORDED MAY 21, 1970 IN BOOK 7447 PAGE 275 OFFICIAL RECORDS OF
SAID COUNTY;
~~CE SOUTH 890 56' 00. EAST ALONG SAID NORTH LIN3'111.67 FEET;
r,.,ENCE NORTH 450 04' 11" EAST 9,90 FEET;
THENCE NORTH 00 04' 11" EAST 112.21 FEET;
THENCE NORTH 150 04' 11" EAST 100.46 FEET;
THENCE NORTH 00 04' 11" EAST 111.75 FEET TO A LINE PARALLEL WITH AND DISTANT
225.92 FEET SOUTHERLY MEASu~D AT RIGHT ANGLES, FROM THAT CERTAIN COURSE
RECITED AS "NORTH 890 55' 49" WEST 206.48 FEET" IN THE BOUNDARY DESCRIBED IN
DEED TO THE REDEVE:'OPMENT AGENCY OF THE CITY OF SA."l' BERNARDINO, CALIFORNIA
RECO~ED JUNE 4, 1970 IN BOOK 7455 PAGE 214 OFFICIAL RECORDS OF SAID COUNTY;
THENCE NORTH 890 55' 49" WEST ALONG SAID PARALLEL LINE 137.19 FEET TO SAID EAST
LINE OF "E" STREET;
THENCE SOUTH 30 57' 51" WEST ALONG SAID EAST LINE 116.07 FEET;
r..,ENCE CONTINUING ALONG SAID EAST LINE SOUTH 00 02' 25" EAST 212.20 FEET TO THE
POINT OF BEGINNING.
ALSO KNOWN AS PARCEL NO. 27 OF PARCEL MAP NO. 688 IN THE CITY OF SA..~
BERNARDINO, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, AS PER MAP RECORDED
IN BOOK 25 OF PARCEL MAPS, PAGES 47 TO 58 INCLUSIVE, IN THE OFFICE OF THE
COUNTY RECORDER OF SAID COUNTY.
PARCEL NO. 1B:
TOGETHER WITH AN EASEMENT FOR VEHICULAR INGRESS AND EGRESS OVER THAT PORTION
OF SAID BLOCK 13 DESCRIBED AS FOLLOWS:
COMMENCING AT SAID INTERSECTION OF THE EAST LINE OF "E" STREET WITH 'rdE NORTH
LINE OF "2ND" STREET;
THENCE SOUTH 89. 56' 00" EAST ALONG SAID NORTH LINE lll.67 FEET TO THE TRUE
POINT OF BEGINNING;
THENCE NORTH 45. 04' 11" EAST ALONG THE EAST LINE OF THE ABOVE DESCRIBED PARCEL
9.90 FEET;
THENCE CONTINUING ALONG SAID EAST LINE NORTH O. 04' ll" EAST 112.21 FEET;
THENCE CONTINUING ALONG SAID EAST LINE NORTH 150 04' 11" EAST 100.46 FEET;
THENCE CONTINUING ALONG SAID EAST LINE NORTH 00 04'. ll" EAST 11. 75 FEET TO THE
NORTH LINE OF SAID PARCEL;
THENCE SOUTH 89. 55' 49" EAST ALONG THE EASTERLY PROLONGATION OF SAID NORTH
LINE 30.50 FEET;
THENCE SOUTH 00 04' II" WEST 138.74 FEET;
THENCE SOUTH 150 04' II" WEST 113.98 FEET;
THENCE SOU'TIl: 00 04' II" WEST 79.16 FEET TO SAID NORTH LINE OF "2ND" STREET;
THENCE NORTH 890 57' 00" WEST 34.00 FEET TO THE POINT OF BEGINNING.
AGENCY AGREEMENT
Dated as of September 1, 1999
by and between the
CITY OF SAN BERNARDINO
and
THE REDEVELOPMENT AGENCY OF THE CITY OF SAN BERNARDINO
$15,480,000
Refunding Certificates of Participation
(1999 Police Station, South Valle
and 201 North E Street Projects)
Evidencing the Direct, Undivided Fractional Interest of
Thereof in Lease Payments to be Made by the
CITY OF SAN BERNARDINO, CALIFORNIA
As the Rental for Certain Projects Pursuant
to Lease Agreements With the
San Bernardino Joint Powers Financing Authority
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the Owner
AGENCY AGREEMENT
THIS AGENCY AGREEMENT, made and entered into as of
September 1, 1999, is by and between the CITY OF SAN BERNARDINO
(the "City"), and REDEVELOPMENT AGENCY OF THE CITY OF SAN
BERNARDINO (the "Agency"):
WIT N E SSE T H:
In the joint and mutual exercise of their powers, in
consideration of the mutual covenants herein contained and for
other valuable consideration, the parties hereto recite and agree
as follows:
Section 1.
Recitals.
WHEREAS, pursuant to that certain Police Station Site and
Facility Lease, dated as of September 1, 1999 (the "Police Station
Site and Facility Lease"), Redevelopment Agency of the City of San
Bernardino (the "Agency")has leased to the A~thority that certain
parcel of real property and the facility located thereon situated
in the City of San Bernardino, County of San Bernardino, State of
California (the "Police Station Site"); and
WHEREAS, pursuant to that certain South Valle Site and
Facility Lease, dated as of September 1, 1999 (the "South Valle
Site and Facility Lease"), City has leased to the Authority those
certain parcels of real property with certain improvements located
thereon situated in the City of San Bernardino, County of San
Bernardino, State of California (the "South Valle Improvements");
and
WHEREAS, pursuant to that certain 201 North E Street Site
and Facility Lease, dated as of September 1, 1999 (the "201 North
E Site and Facility Lease"), Agency has leased to the Authority
that certain parcel of real property and the facility located
thereon situated in the City of San Bernardino, County of San
Bernardino, State of California ("201 North E Street" and with the
Police Station Site, the "Project"); and with the Police Station
Site and the South Valle Improvements, the "Project"); and
WHEREAS, the South Valle Site and Facility Lease, the
Police Station Site and Facility Lease and the 201 North E Site and
Facility Lease (collectively the "Site and Facility Leases") are
being entered into for the purpose of enabling the Authority to
assist the City in the refinancing of the Police Station Site and
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the South Valle Improvements and to provide additional funds to the
Agency; and
WHEREAS, the Authority proposes (i) to lease the Police
Station Site to the City pursuant to that certain Police Station
Lease Agreement, dated as of September 1, 1999, by and between the
Authority and the City (the "Police Station Lease Agreement) (ii) to
lease the South Valle Improvements to the City pursuant to that
certain South Valle Lease Agreement, dated as of September 1, 1999,
by and between the Authority and the City and (the "South Valle
Lease Agreement") and (iii) to lease the 201 North E Street Site to
the City pursuant to that certain 201 North E Street Lease
Agreement, dated as of September 1, 1999, by and between the
Authority and the City (the "201 North E Street Lease Agreement")
and with the Police Station Lease Agreement and the South Valle
Lease Agreement, the "Lease Agreements"); and
WHEREAS, pursuant to the Trust Agreement dated as of
September 1, 1999, among the Authority, City and Trustee, the
Trustee will execute and deliver certificates of participation (the
"Certificates") evidencing the direct, unr;iivided fractional
interest of the owner thereof in lease payments to be made by the
City as the rental for certain projects (the "Projects") pursuan~
to Lease Agreements with the Authority; and
WHEREAS, hereunder the Authority to the Trustee shall
assign its right to receive lease payments under the Lease
Agreements (the "Lease Payments"), its right to enforce payment of
the Lease Payments and otherwise to enforce its interest and rights
under the Lease Agreements in the event of a default thereunder by
the City, to Trustee.
Section 2. Agency. The Authority authorizes the
Agency occupy the Projects and perform any and all repairs thereon
to the extent said actions do not violate the Lease Agreements.
Section 3. Execution in Counterparts. This
Assignment Agreement may be executed in any number of counterparts,
each of which shall be deemed to be an original but all together
shall constitute but one and the same instrument.
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IN WITNESS WHEREOF, we have caused this Agency
Agreement to be executed as of the date set forth below.
Dated: September 29, 1999
CITY OF SAN BERNARDINO
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