HomeMy WebLinkAbout55G - RESO LAND USE APP AND PROJREQUEST FOR
COUNCIL ACTION
CITY COUNCIL MEETING DATE:
AUGUST 20, 2019
TITLE:
ADOPT REIMBURSEMENT AGREEMENT
RESOLUTION FOR LAND USE
APPLICATIONS AND PROJECTS
(STRATEGIC PLAN NO. 3, 5A)
CITY MA'NAGER
RECOMMENDED ACTION
CLERK OF COUNCIL USE ONLY:
APPROVED
❑ As Recommended
❑ As Amended
❑ Ordinance on 1s' Reading
❑ Ordinance on 2ntl Reading
❑ Implementing Resolution
❑ Set Public Hearing For
CONTINUED TO
FILE NUMBER
Adopt the proposed Resolution authorizing the City Manager to execute deposit/reimbursement
agreements with applicants and developers who propose land use and project applications,
requiring the City to engage third -party experts who are necessary to assist with CEQA, traffic,
legal or economic analysis in conjunction with processing applications through various stages.
DISCUSSION
The City of Santa Ana's Planning and Building Department processes numerous land use
applications requiring the City to engage subject -matter experts in a variety of areas of expertise.
City staff often requires an advance deposit from the applicant to cover City expenses incurred in
engaging various experts who assist with CEQA, traffic, legal or economic analysis in conjunction
with processing applications through various stages.
The City may also require an applicant, through the imposition of conditions of approval, to
defend and indemnify the City in the event of a challenge to a project approved by the City
Planning Commission or City Council. A formal deposit/reimbursement agreement is an
enforceable legal instrument the City can use to ensure it is reimbursed for expenses rather than
having the burden of the expenses fall upon the City and its General Fund.
Costs and expenses to be reimbursed generally include, but are not limited to: (i) consulting
services (if necessary) for the processing of any environmental review; (ii) reimbursement of
extraordinary staff time and any administrative costs (i.e. drafting applications and staff reports,
attendance at meetings, pre -planning work related to Project, etc.) related to the planning, review
and processing of the project where such exceed the costs reflected in ordinary application fees;
(iii) costs for legal services provided by staff or outside counsel; and (iv) other costs associated
with a particular project.
55G-1
Adopt Resolution Concerning Reimbursement Agreements for Land Use Applications
August 20, 2019
Page 2
In addition, on occasion the City's approval of a project is challenged in court. Often the
challenge is in the form of a writ of mandate. The City is the named defendant in these cases
and the developer is what is known as a real party in interest (RPI). As the defendant the City
must engage legal counsel to represent the City and it is the City that incurs costs. A
reimbursement agreement will ensure the City receives timely deposits and is reimbursed for the
costs resulting from approval of the application.
STRATEGIC PLAN ALIGNMENT
Approval of this item supports the City's efforts to meet Goal #3 - Economic Development,
Objective #5 (Leverage private investment that results in tax base expansion and job creation
citywide), Strategy A (Identify and market underutilized properties for new development that will
create new jobs and expand the City's tax base).
FISCAL IMPACT
There is no immediate fiscal impact to the City in adopting the proposed Resolution, in the future
certain applicants will be required to post a deposit with the City to cover consultant, legal and
planning costs associated with development projects where the City anticipates incurring
significant expenses.
Minh Thai
Executive Director
Planning and Building Agency
APPROVED AS TO FUNDS AND ACCOUNTS:
6� h
Kathryn Downs, CPA
Executive Director
Finance and Management Services Agency
Exhibits: 1. Resolution Reimbursement Agreements
2. Reimbursement Agreement Template
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EXHIBIT 7
RESOLUTION NO.2019-xx
RESOLUTION OF THE CITY OF SANTA ANA AUTHORIZING
THE CITY MANAGER TO EXECUTE DEPOSIT/REIMBURSEMENT
AGREEMENTS FOR PROFESSIONAL SERVICES RELATED
TO DEVELOPMENT PROJECTS
WHEREAS, from time -to -time Applicants propose the development of real
property in the City (the Project) and the processing of the applications require the City to
retain the necessary expertise to prepare required environmental documentation, traffic
analysis, or legal analysis, as an example: and
WHEREAS, as a condition to the City's processing of the Project review process,
the Applicant has agreed to reimburse the City for the Consultants' reasonable costs and
expenses related to the City's review process for the Project in the manner set forth in a
Reimbursement Agreement; and
WHEREAS, the Applicant's reimbursement of Consultant costs and expenses
under this ensure that the City has the necessary resources to diligently and efficiently
process the Project; and
WHEREAS, the City has entered into Deposit/Reimbursement Agreements in the
past and has fully recovered expenses.
NOW, THEREFORE, the City Council of the City ofSanta Ana does hereby resolve
as follows:
SECTION 1. The City Manager is hereby authorized to execute Deposit/Reimbursement
Agreements in substantially the same form as those entered into in the past on behalf of
the City, subject to any clarifying or conforming changes approved by the City Attorney.
SECTION 2. The Clerk of the Council shall certify to the passage and adoption of this
resolution and enter it into the book of original Resolutions.
SECTION 3. This Resolution shall take effect immediately upon its adoption.
SECTION 4. The Mayor shall sign this Resolution, and the City Clerk shall attest and
certify to the passage and adoption thereof.
PASSED, APPROVED, AND ADOPTED this _ day of 2019.
Miguel A. Pulido
Mayor
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APPROVED AS TO FORM:
Sonia R. Carvalho
City Attorney
By: C '
Lisa Storck
Assistant City Attorney
AYES: Councilmembers
NOES: Councilmembers
ABSTAIN: Councilmembers
NOT PRESENT: Councilmembers
CERTIFICATE OF ATTESTATION AND ORIGINALITY
I, DAISY GOMEZ, Clerk of the Council, do hereby attest to and certify the attached
Resolution No. 2019-xx to be the original resolution adopted by the City Council of the
City of Santa Ana on 2019.
Date:
Clerk of the Council
City of Santa Ana
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REIMBURSEMENT AND INDEMNIFICATION AGREEMENT
BETWEEN THE CITY OF SANTA ANA AND
FOR THE PAYMENT OF FEES AND
COSTS RELATED TO CONTRACT ENVIRONMENTAL,
LEGAL AND ENGINEERING SERVICES FOR THE
DEVELOPMENT LOCATED AT
IN SANTA ANA RELATED TO
ENVIRONMENTAL DOCUMENTATION
This Agreement ("Agreement") is entered into as of , by and
between the CITY OF SANTA ANA, a charter city and municipal corporation, organized
and existing under the Constitution and laws of the State of California ("City"), and
, ("Developer'), who agree as follows:
1. Recitals. This Agreement is made with reference to the following facts
and circumstances:
Developer is seeking entitlement to certain real property consisting of a
located at , in the City of Santa Ana ("Property")
(APN #
B. Developer has filed applications to develop the Property with a
project and street improvements (the "Project"), including
approximately units, and square feet of commercial space
and parking spaces. The discretionary applications may consist of a General
Plan Amendment (GPA), Amendment Application (AA), Zoning Ordinance Amendment
(ZOA), Variances, Site Plan Review, Conditional Use Permit, and Vesting Tentative
Map.
C. City does not have personnel with sufficient expertise to prepare or review
the Environmental Document and related studies, reports and analyses for the project.
In order for City to process the Project, City is in need of contracting with an
environmental consultant. In addition to the environmental consultant, processing the
Project will also require work to be performed by the City Attorney's Office and the City
Engineer. The work to be performed by such persons and firms in processing the
Project is collectively referred to herein as the "Services."
D. City believes it is in the public interest for Developer to pay for such
Services.
E. Developer desires to move forward with the processing of its Project
subject to the reimbursement obligations set forth herein.
2. Agreement to Pay for Services.
Developer agrees to pay for all professional costs and expenses related to the
Services as provided for in this Agreement, even though the actual amounts may be
1
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different than the proposal for the environmental consultant as listed in Section 3, and
the amount of costs for the City Attorney's Office and City Engineer have not been
estimated.
3. Environmental Consultant City Attorney, and Contract Engineer Services.
A. For the purpose of conducting the environmental analysis, the
Environmental Consultant and their subcontractors will prepare technical analysis of: Air
Quality and Greenhouse Gas Emissions, Traffic Impact Analysis, Phase 1 Site
Assessment, Native American Coordination, Noise Study, and any other studies
deemed necessary by the Environmental Consultant to properly conduct the
environmental analysis.
B. For the purpose of conducting the environmental analysis, the Developer
has submitted a Conceptual Site Plan, Landscape Plan, Grading Plan, and Building
Elevations/Renderings, Preliminary Water Quality Management Plan and Hydrology
Report/Study ( ) Sewer/Water Study ( ).
C. For the purpose of providing environmental and technical services, the
City has received a Proposal to Provide Environmental and Technical Services from
in the estimated amount of ($ .00)
Dollars. The Scope of Services is attached herewith as Exhibit A, and
the Cost Estimate is attached herewith as Exhibit B. Both Exhibits
are incorporated herein by this reference. A 10% administrative overhead will be
charged to developer for oversight of the Agreement. The City shall make
the determination as to what type of Environmental Document is required after
reviewing studies that are required for the Project.
D. The Planning and Building Agency, City Attorney's Office, and the City
Engineer will provide Services in connection with this Project, on an hourly basis. The
City Attorney's Office hourly billing rate for reimbursable services is
Dollars ($.00) per hour, and the City Engineer's hourly rate is
Dollars ($.00) per hour. City may also utilize additional
external consultants, including, but not limited to, attorneys and engineers, as
necessary to complete the review. Said consultants will be billed at their agreed upon
rates with the City.
E. Developer has deposited with City the amount of Dollars
($ .00) to provide initial funding for the Services to be provided by
Planning and Building Agency, City Attorney's Office and City Engineer. This amount
shall be applied to pay invoices received from the Planning and
Building Agency, City Attorney's Office and City Engineer for their Services.
F. City shall provide Developer with a monthly statement of draws against
the deposit described in Section &E., accompanied by invoices, time records, or other
reasonable back-up therefor.
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G. It is understood and agreed that if any consultant begins work on the
Project prior to execution and delivery of this Agreement by all parties, the fees incurred
in connection with the Project prior to such execution and delivery will be subject to
reimbursement pursuant to this Agreement upon execution and delivery of this
Agreement by all parties and the deposit of funds by Developer pursuant to Section 3.C.
4. Deposit.
A. At any time that City determines in good faith that the sums then held in any
deposits made pursuant to Sections 3.E above are inadequate to pay for the projected
Services to be paid from such deposit over the succeeding two (2) month period,
Developer shall replenish the relevant deposit with the amount requested by City in
writing, which amount shall not exceed Twenty -Five Thousand Dollars ($25,000) for any
particular replenishment, within ten (10) Business Days of such written request.
B. Should any deposit not be replenished in the time and amount specified as
set forth in Section 6.A., City may direct that all Services to be paid from the deposit
applicable to such Services be halted until such time as such applicable deposit is
replenished.
C. All deposits will be placed in a non -interest bearing trust account.
Developer understands and agrees that City will not pay interest to Developer on the
deposits, and Developer will not seek interest payments from City.
D. No later than forty (40) days after the earliest to occur of: (1) final action is
taken by City on the Project, (2) Developer notifies the City in writing of its withdrawal of
the Project applications, or (3) the Project is otherwise abandoned, City will provide
Developer with a final accounting of costs and expenses, accompanied by invoices,
time records or other reasonable back-up therefor, which accounting the Developer
agrees will be conclusive, in the absence of manifest error. Should the total
reimbursement amount required for any Services be less than the total amount
deposited by Developer with respect to such Services, City will refund any remaining
deposit amount relating to such Services to Developer within forty-five (45) days after
determining the final reimbursement amount for such Services.
E. In the event Developer fails or refuses to make any of the deposits
required herein, Developer shall be liable to City for the amount of all fees charged to
the City for Services actually provided which exceed the amount of the deposit paid by
Developer for such Services, and City shall have the right to pursue a breach of contract
action, or any other pertinent legal action available to the City, against the Developer.
Further, the prevailing party in any dispute and/or litigation necessary to enforce or
interpret this Agreement shall be entitled to seek and collect its costs and reasonable
attorney's fees from the other party.
5. Other Costs. Developer acknowledges that the cost of the Services does not
include all application, permitting, inspection, or other fees which may be charged by
City in connection with the Project. To the extent the fees ordinarily charged by City for
55G-7
projects similar to the Project relate to costs that are not reimbursed under this
Agreement, such fees shall be separately paid in accordance with the relevant City fee
schedule.
6. No Guarantee of Approval. Developer acknowledges that its payments and
deposits described herein do not mean that the City will approve the Project nor that
City staff will make a recommendation in favor of the Project. Even if the Project is not
approved, Developer shall remain liable for all costs for Services actually provided
concerning the Project.
7. Independence of Consultants.
A. During the term of this Agreement, Developer will not directly or indirectly
enter or propose to enter into any financial or business relationship with any of City's
consultants that are working on the Project.
B. Developer hereby acknowledges and agrees as follows:
i. City has sole discretion to select which of its employees or
independent contractors are assigned to work on Developer's application;
ii. City has sole discretion to determine which persons City will hire as
consultants to work on Developer's application.
iii. As between City and Developer, City has sole discretion to direct
the work and evaluate the performance of the consultants whom the City hires to work
on Developer's application. City retains the right to terminate or replace at any time any
consultant who is assigned to work on Developer's application.
iv. City has sole discretion to determine the amount of compensation
paid to consultants hired by City to work on Developer's application.
V. City, not Developer, shall pay consultants hired or assigned by City
to work on Developer's application from a City account under the exclusive control of
City, which is to be funded by Developer as set forth in this Agreement.
vi. Except for those disclosures required by law, including, without
limitation, the Public Records Act, all conversations, notes, memoranda,
correspondence and other forms of communication by and between the City and its
consultants shall be, to the extent permissible by law, privileged and confidential and
not subject to disclosure to the Developer.
vii. Developer shall have no claim to, nor shall Developer assert any
right in any reports, correspondence, plans, maps, drawings, news releases or any and
all other documents or work product produced by the consultants.
C. City and Developer hereby acknowledge and agree that processing of
Developers application is not contingent on the hiring of any specific consultant.
55G-8
D. City and Developer hereby acknowledge and agree that Developer's duty
to reimburse City is not contingent upon the approval or disapproval of the proposed
Project, or upon the result of any action of the City.
E. Neither Developer nor its officers, employees or agents, shall
communicate with , or any of the City's consultants, during the term of
this Agreement without prior approval of the City, unless such communication is initiated
by or any of the City's consultants, to obtain information about the
Project which is needed to prepare the Environmental Document.
8. Term and Termination. Absent a formal withdrawal of the Project
application(s), Developer shall not be entitled to terminate this agreement. If Developer
does formally withdraw the Project application(s), Developer shall remain liable for all
costs for the Services incurred through the date of termination. The term of this
Agreement shall commence upon the execution and delivery of this Agreement by all
parties hereto and shall terminate on the earliest to occur of: (a) the City taking final
action on the Project; and (b) Developer formally withdrawing its Project applications.
The provisions of Sections 6 through 23 (inclusive) shall survive termination of this
Agreement.
9. Developer Default.
A. Should Developer fail to perform any of its obligations under this
Agreement, then City may, at its option, pursue any or all of the remedies available to it
under this Agreement, at law or in equity.
B. Without limiting any other remedy which may be available to it, if
Developer fails to perform any. of its obligations under this Agreement,. City may cease
performing its obligations under this Agreement.
C. If any amounts remain owing to City for Services actually performed prior
to termination of this Agreement, City may bring an action to recover all costs and
expenses incurred by the City in completing such Services, together with interest
thereon from the date incurred at the rate of ten percent (10%) per annum, or at the
maximum legal rate, whichever is greater.
D. City will not take the Project forward for consideration of discretionary
actions unless and until all fees are paid. If any amounts remain owing to City pursuant
to this Agreement for Services actually performed prior to termination of this Agreement,
City may withhold consideration of discretionary actions, permits and/or certificates of
occupancy until all such amounts are paid.
10. Indemnification. Developer further agrees that to the fullest extent
permitted by law, the Developer shall defend, indemnify, protect, and hold harmless, the
City of Santa Ana and its constituent public agency members, officers, employees,
volunteers, attorneys and agents (in the aggregate, the "City Indemnitees") from any
and all liability, demand, claim, action, or proceeding, whether actual, alleged, or
threatened, including by way of example but not exclusion, proceedings of an
s
55G-9
administrative or regulatory nature and proceedings that may be associated with
alternative dispute resolution (an "Indemnified Claim") brought by third parties against
any City Indemnities (including any advisory agency of the City), to attack, set aside,
void, annul, or challenge the validity of any approvals granted for the Project, the
Environmental Document concerning the Project, or seeking damages which may arise
from any approvals granted for the Project, the Environmental Document concerning the
Project, or this Agreement, other than liabilities, demands, claims, actions or
proceedings caused by the sole active negligence or willful misconduct of the City or
any City Indemnitee.
In any defense of any City Indemnitees, City shall have the absolute right to unilaterally
select the legal counsel for such City Indemnitees (with the intention of using one law
firm to defend all City Indemnitees unless conflicts of interest preclude such joint
representation), and any experts or consultants deemed necessary by City in an
exercise of City's sole discretion. Developer shall reimburse City for one hundred
percent (100%) of the City's actual fees and costs in connection with the Litigation
("Fees and Costs"). Such Fees and Costs shall include, but not be limited to, all
reasonable court costs and attorneys' fees, including other City staff time, consultants or
experts, spent in regard to defense of an Indemnified Claim.
City shall promptly render notice to the Developer of the existence of the
Indemnified Claim (a "Notice") and Developer shall defend the City Indemnitees at
Developer's expense. City shall cooperate fully with Developer in the defense of any
Indemnified Claim. In any Notice, City shall estimate the cost of its defense, which shall
include, but not be limited to, actual attorney fees, court costs, expert witnesses and
consultant fees, and all other costs that may arise out of, or be incurred by City in the
defense of an Indemnified Claim. Upon such Notice, Developer shall promptly deposit
funds equal to the first three (3) months of the Estimated Cost with the City and shall
make additional deposits as and when required to fund the further costs of defending
the City Indemnitees for such Indemnified Claim. Failure of Developer to deposit such
funds shall be deemed a material breach of this Agreement. City shall refund, without
interest, any unused portion of the deposits once litigation is finally concluded or a
dispute is resolved regarding an Indemnified Claim.
11. Compliance with Law. Developer will, at its sole cost and expense,
comply with all of the requirements of all federal, state, and local laws now in force, or
which may hereafter be in force, pertaining to this Agreement.
12. Waiver of Breach. Any express or implied waiver of a breach of any term
of this Agreement will not constitute a waiver of any further breach of the same or any
other term of this Agreement.
13. Notices. Except as otherwise expressly provided by law, all notices or
other communications required or permitted by this Agreement or by law to be served
on or given to either party to this Agreement by the other party shall be in writing and
will be deemed received on: (i) the day of delivery if delivered by hand, e-mail (with
55G-10
confirmation of receiving party) and fax (both email and fax required for notices
delivered by email or fax), or overnight courier service, during regular business hours; or
(ii) on the third business day following deposit, with postage prepaid, in the United
States Postal Service and addressed to the contracting parties. Name, address,
telephone numbers, and e-mail addresses of the Parties are as follows:
City: City of Santa Ana
Attention: Community Development Executive Director
20 Civic Center Plaza (M-25)
Santa Ana, CA 92701
Telephone: (714) 647-5360
Fax: (714) 647-6549
E-mail: SMendoza asanta-ana.orq
A Copy to: Sonia Carvalho
City Attorney, City of Santa Ana
20 Civic Center Plaza (M-29)
Santa Ana, CA 92701
Telephone: (714) 647-5203
Fax: (714) 647-6549
E-mail: SCarvalho(a,santa-ana.org
Developer:
Either party may change its address for the purpose of this Section by giving written
notice of the change to the other party.
14. Interpretation. This Agreement is deemed to have been prepared by all of
the parties hereto, and any uncertainty or ambiguity herein shall not be interpreted
against the drafter, but rather, if such ambiguity or uncertainty exists, shall be
interpreted according to the applicable rules of interpretation of contracts under the law
of the State of California.
15. Business Day. For purposes of this Agreement, 'Business Day' means any
day other than a Saturday, Sunday, a federal holiday, or a day on which City Hall for the
City of Santa Ana is closed for the conduct of regular business.
16. Successors. This Agreement shall be binding on and inure to the benefit of
the successors and assigns of the respective parties hereto. However, this Agreement
shall not be assigned by Developer in whole or in part without the prior written consent of
City.
55G-11
17. Governing Law. This Agreement has been made in and will be construed
in accordance with the laws of the State of California, and exclusive venue for any
action involving this Agreement will be in Orange County.
18. Attorneys' Fees. If a Party hereto files any action or brings any action or
proceeding against another Party arising out of this Agreement, then the prevailing Party
shall be entitled to recover as an element of its costs of suit, and not as damages, its
reasonable attorneys' fees as fixed by the court, in such action or proceeding or in a
separate action or proceeding brought to recover such attorneys' fees. For the purposes
hereof the words "reasonable attorneys' fees" mean and include, in the case of the City,
salaries (or fees) and expenses of the lawyers employed by the City (allocated on an
hourly basis) who may provide legal services in connection with the representation of the
City in any such matter.
19. Severability. Should any provision of this Agreement be held by a court of
competent jurisdiction to be either invalid or unenforceable, the remaining provisions of
this Agreement will remain in effect, unimpaired by the holding.
20. Integration. This instrument constitutes the sole agreement between City
and Developer respecting the above matters, and correctly sets forth the obligations of
City and Developer. Any Agreements or representations by City to Developer not
expressly set forth in this instrument are void.
21. Construction. The language of each part of this Agreement will be
construed simply and according to its fair meaning, and this Agreement will never be
construed either for or against either party, whether or not that party drafted all or a
portion hereof.
22. Authority/Modification. Each party represents and warrants that all
necessary action has been taken by such party to authorize the undersigned to execute
this Agreement on behalf of such party and to engage in the actions of such party
described herein. This Agreement may be modified solely by written amendment signed
by both City and Developer. City's City Manager, or designee, may execute any such
amendment on behalf of City.
23. Counterparts. This Agreement may be executed in any number of
counterparts, each of which will be an original, but all of which together will constitute
one instrument executed on the same date.
Signature page follows
55G-12
ATTEST:
DAISY GOMEZ
Clerk of the Council
APPROVED AS TO FORM:
SONIA CARVALHO
City (Attorney
By: GYM f!
LISA STORCK
Assistant City Attorney
DEVELOPER:
Date:
CITY OF SANTA ANA
KRISTINE RIDGE
City Manager
RECOMMENDED FOR APPROVAL:
MINH THAI, Director
Planning and Building Agency
M
Name
Title
55G-13
55G-14
EXHIBIT 2
REIMBURSEMENT AND INDEMNIFICATION AGREEMENT
BETWEEN THE CITY OF SANTA ANA AND
FOR THE PAYMENT OF FEES AND
COSTS RELATED TO CONTRACT ENVIRONMENTAL,
LEGAL AND ENGINEERING SERVICES FOR THE
DEVELOPMENT LOCATED AT
IN SANTA ANA RELATED TO
ENVIRONMENTAL DOCUMENTATION
This Agreement ("Agreement") is entered into as of , by and
between the CITY OF SANTA ANA, a charter city and municipal corporation, organized
and existing under the Constitution and laws of the State of California ("City'), and
, ("Developer"), who agree as follows:
1. Recitals. This Agreement is made with reference to the following facts
and circumstances:
A.
(APN #
Developer is seeking entitlement to certain real property consisting of a
located at , in the City of Santa Ana ('Property")
B. Developer has filed applications to develop the Property with a
project and street improvements (the 'Project'), including
approximately units, and square feet of commercial space
and parking spaces. The discretionary applications may consist of a General
Plan Amendment (GPA), Amendment Application (AA), Zoning Ordinance Amendment
(ZOA), Variances, Site Plan Review, Conditional Use Permit, and Vesting Tentative
Map.
C. City does not have personnel with sufficient expertise to prepare or review
the Environmental Document and related studies, reports and analyses for the project.
In order for City to process the Project, City is in need of contracting with an
environmental consultant. In addition to the environmental consultant, processing the
Project will also require work to be performed by the City Attorney's Office and the City
Engineer. The work to be performed by such persons and firms in processing the
Project is collectively referred to herein as the "Services."
D. City believes it is in the public interest for Developer to pay for such
Services.
E. Developer desires to move forward with the processing of its Project
subject to the reimbursement obligations set forth herein.
2. Agreement to Pav for Services.
Developer agrees to pay for all professional costs and expenses related to the
Services as provided for in this Agreement, even though the actual amounts may be
55G-15
different than the proposal for the environmental consultant as listed in Section 3, and
the amount of costs for the City Attorney's Office and City Engineer have not been
estimated.
3. Environmental Consultant, City Attorney, and Contract Engineer Services.
A. For the purpose of conducting the environmental analysis, the
Environmental Consultant and their subcontractors will prepare technical analysis of: Air
Quality and Greenhouse Gas Emissions, Traffic Impact Analysis, Phase 1 Site
Assessment, Native American Coordination, Noise Study, and any other studies
deemed necessary by the Environmental Consultant to properly conduct the
environmental analysis.
B. For the purpose of conducting the environmental analysis, the Developer
has submitted a Conceptual Site Plan, Landscape Plan, Grading Plan, and Building
Elevations/Renderings, Preliminary Water Quality Management Plan and Hydrology
Report/Study ( ) Sewer/Water Study ( ).
C. For the purpose of providing environmental and technical services, the
City has received a Proposal to Provide Environmental and Technical Services from
in the estimated amount of ($ .00)
Dollars. The Scope of Services is attached herewith as Exhibit A, and
the Cost Estimate is attached herewith as Exhibit B. Both Exhibits
are incorporated herein by this reference. A 10% administrative overhead will be
charged to developer for oversight of the Agreement. The City shall make
the determination as to what type of Environmental Document is required after
reviewing studies that are required for the Project.
D. The Planning and Building Agency, City Attorney's Office, and the City
Engineer will provide Services in connection with this Project, on an hourly basis. The
City Attorney's Office hourly billing rate for reimbursable services is
Dollars ($_ 00) per hour, and the City Engineer's hourly rate is
Dollars ($.00) per hour. City may also utilize additional
external consultants, including, but not limited to, attorneys and engineers, as
necessary to complete the review. Said consultants will be billed at their agreed upon
rates with the City.
E. Developer has deposited with City the amount of Dollars
($ .00) to provide initial funding for the Services to be provided by
Planning and Building Agency, City Attorney's Office and City Engineer. This amount
shall be applied to pay invoices received from the Planning and
Building Agency, City Attorney's Office and City Engineer for their Services.
F. City shall provide Developer with a monthly statement of draws against
the deposit described in Section 3.E., accompanied by invoices, time records, or other
reasonable back-up therefor.
E
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G. It is understood and agreed that if any consultant begins work on the
Project prior to execution and delivery of this Agreement by all parties, the fees incurred
in connection with the Project prior to such execution and delivery will be subject to
reimbursement pursuant to this Agreement upon execution and delivery of this
Agreement by all parties and the deposit of funds by Developer pursuant to Section 3.C.
4. Deposit.
A. At any time that City determines in good faith that the sums then held in any
deposits made pursuant to Sections 3.E above are inadequate to pay for the projected
Services to be paid from such deposit over the succeeding two (2) month period,
Developer shall replenish the relevant deposit with the amount requested by City in
writing, which amount shall not exceed Twenty -Five Thousand Dollars ($25,000) for any
particular replenishment, within ten (10) Business Days of such written request.
B. Should any deposit not be replenished in the time and amount specified as
set forth in Section 6.A., City may direct that all Services to be paid from the deposit
applicable to such Services be halted until such time as such applicable deposit is
replenished.
C. All deposits will be placed in a non -interest bearing trust account.
Developer understands and agrees that City will not pay interest to Developer on the
deposits, and Developer will not seek interest payments from City.
D. No later than forty (40) days after the earliest to occur of: (1) final action is
taken by City on the Project, (2) Developer notifies the City in writing of its withdrawal of
the Project applications, or (3) the Project is otherwise abandoned, City will provide
Developer with a final accounting of costs and expenses, accompanied by invoices,
time records or other reasonable back-up therefor, which accounting the Developer
agrees will be conclusive, in the absence of manifest error. Should the total
reimbursement amount required for any Services be less than the total amount
deposited by Developer with respect to such Services, City will refund any remaining
deposit amount relating to such Services to Developer within forty-five (45) days after
determining the final reimbursement amount for such Services.
E. In the event Developer fails or refuses to make any of the deposits
required herein, Developer shall be liable to City for the amount of all fees charged to
the City for Services actually provided which exceed the amount of the deposit paid by
Developer for such Services, and City shall have the right to pursue a breach of contract
action, or any other pertinent legal action available to the City, against the Developer.
Further, the prevailing party in any dispute and/or litigation necessary to enforce or
interpret this Agreement shall be entitled to seek and collect its costs and reasonable
attorney's fees from the other party.
5. Other Costs. Developer acknowledges that the cost of the Services does not
include all application, permitting, inspection, or other fees which may be charged by
City in connection with the Project. To the extent the fees ordinarily charged by City for
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projects similar to the Project relate to costs that are not reimbursed under this
Agreement, such fees shall be separately paid in accordance with the relevant City fee
schedule.
6. No Guarantee of Approval. Developer acknowledges that its payments and
deposits described herein do not mean that the City will approve the Project nor that
City staff will make a recommendation in favor of the Project. Even if the Project is not
approved, Developer shall remain liable for all costs for Services actually provided
concerning the Project.
7. Independence of Consultants.
A. During the term of this Agreement, Developer will not directly or indirectly
enter or propose to enter into any financial or business relationship with any of City's
consultants that are working on the Project.
B. Developer hereby acknowledges and agrees as follows:
i. City has sole discretion to select which of its employees or
independent contractors are assigned to work on Developer's application;
ii. City has sole discretion to determine which persons City will hire as
consultants to work on Developer's application.
iii. As between City and Developer, City has sole discretion to direct
the work and evaluate the performance of the consultants whom the City hires to work
on Developer's application. City retains the right to terminate or replace at any time any
consultant who is assigned to work on Developer's application.
iv. City has sole discretion to determine the amount of compensation
paid to consultants hired by City to work on Developer's application.
V. City, not Developer, shall pay consultants hired or assigned by City
to work on Developer's application from a City account under the exclusive control of
City, which is to be funded by Developer as set forth in this Agreement.
vi. Except for those disclosures required by law, including, without
limitation, the Public Records Act, all conversations, notes, memoranda,
correspondence and other forms of communication by and between the City and its
consultants shall be, to the extent permissible by law, privileged and confidential and
not subject to disclosure to the Developer.
vii. Developer shall have no claim to, nor shall Developer assert any
right in any reports, correspondence, plans, maps, drawings, news releases or any and
all other documents or work product produced by the consultants.
C. City and Developer hereby acknowledge and agree that processing of
Developer's application is not contingent on the hiring of any specific consultant.
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D. City and Developer hereby acknowledge and agree that Developer's duty
to reimburse City is not contingent upon the approval or disapproval of the proposed
Project, or upon the result of any action of the City.
E. Neither Developer nor its officers, employees or agents, shall
communicate with or any of the City's consultants, during the term of
this Agreement without prior approval of the City, unless such communication is initiated
by or any of the City's consultants, to obtain information about the
Project which is needed to prepare the Environmental Document.
8. Term and Termination. Absent a formal withdrawal of the Project
application(s), Developer shall not be entitled to terminate this agreement. If Developer
does formally withdraw the Project application(s), Developer shall remain liable for all
costs for the Services incurred through the date of termination. The term of this
Agreement shall commence upon the execution and delivery of this Agreement by all
parties hereto and shall terminate on the earliest to occur of: (a) the City taking final
action on the Project; and (b) Developer formally withdrawing its Project applications.
The provisions of Sections 6 through 23 (inclusive) shall survive termination of this
Agreement.
9. Developer Default.
A. Should Developer fail to perform any of its obligations under this
Agreement, then City may, at its option, pursue any or all of the remedies available to it
under this Agreement, at law or in equity.
B. Without limiting any other remedy which may be available to it, if
Developer fails to perform any of its obligations under this Agreement, City may cease
performing its obligations under this Agreement.
C. If any amounts remain owing to City for Services actually performed prior
to termination of this Agreement, City may bring an action to recover all costs and
expenses incurred by the City in completing such Services, together with interest
thereon from the date incurred at the rate of ten percent (10%) per annum, or at the
maximum legal rate, whichever is greater.
D. City will not take the Project forward for consideration of discretionary
actions unless and until all fees are paid. If any amounts remain owing to City pursuant
to this Agreement for Services actually performed prior to termination of this Agreement,
City may withhold consideration of discretionary actions, permits and/or certificates of
occupancy until all such amounts are paid.
10. Indemnification. Developer further agrees that to the fullest extent
permitted by law, the Developer shall defend, indemnify, protect, and hold harmless, the
City of Santa Ana and its constituent public agency members, officers, employees,
volunteers, attorneys and agents (in the aggregate, the "City Indemnitees") from any
and all liability, demand, claim, action, or proceeding, whether actual, alleged, or
threatened, including by way of example but not exclusion, proceedings of an
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administrative or regulatory nature and proceedings that may be associated with
alternative dispute resolution (an "Indemnified Claim") brought by third parties against
any City Indemnities (including any advisory agency of the City), to attack, set aside,
void, annul, or challenge the validity of any approvals granted for the Project, the
Environmental Document concerning the Project, or seeking damages which may arise
from any approvals granted for the Project, the Environmental Document concerning the
Project, or this Agreement, other than liabilities, demands, claims, actions or
proceedings caused by the sole active negligence or willful misconduct of the City or
any City Indemnitee.
In any defense of any City Indemnitees, City shall have the absolute right to unilaterally
select the legal counsel for such City Indemnitees (with the intention of using one law
firm to defend all City Indemnitees unless conflicts of interest preclude such joint
representation), and any experts or consultants deemed necessary by City in an
exercise of City's sole discretion. Developer shall reimburse City for one hundred
percent (100%) of the City's actual fees and costs in connection with the Litigation
("Fees and Costs"). Such Fees and Costs shall include, but not be limited to, all
reasonable court costs and attorneys' fees, including other City staff time, consultants or
experts, spent in regard to defense of an Indemnified Claim.
City shall promptly render notice to the Developer of the existence of the
Indemnified Claim (a "Notice") and Developer shall defend the City Indemnitees at
Developer's expense. City shall cooperate fully with Developer in the defense of any
Indemnified Claim. In any Notice, City shall estimate the cost of its defense, which shall
include, but not be limited to, actual attorney fees, court costs, expert witnesses and
consultant fees, and all other costs that may arise out of, or be incurred by City in the
defense of an Indemnified Claim. Upon such Notice, Developer shall promptly deposit
funds equal to the first three (3) months of the Estimated Cost with the City and shall
make additional deposits as and when required to fund the further costs of defending
the City Indemnitees for such Indemnified Claim. Failure of Developer to deposit such
funds shall be deemed a material breach of this Agreement. City shall refund, without
interest, any unused portion of the deposits once litigation is finally concluded or a
dispute is resolved regarding an Indemnified Claim.
11. Compliance with Law. Developer will, at its sole cost and expense,
comply with all of the requirements of all federal, state, and local laws now in force, or
which may hereafter be in force, pertaining to this Agreement.
12. Waiver of Breach. Any express or implied waiver of a breach of any term
of this Agreement will not constitute a waiver of any further breach of the same or any
other term of this Agreement.
13. Notices. Except as otherwise expressly provided by law, all notices or
other communications required or permitted by this Agreement or by law to be served
on or given to either party to this Agreement by the other party shall be in writing and
will be deemed received on: (i) the day of delivery if delivered by hand, e-mail (with
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confirmation of receiving party) and fax (both email and fax required for notices
delivered by email or fax), or overnight courier service, during regular business hours; or
(ii) on the third business day following deposit, with postage prepaid, in the United
States Postal Service and addressed to the contracting parties. Name, address,
telephone numbers, and e-mail addresses of the Parties are as follows:
City: City of Santa Ana
Attention: Community Development Executive Director
20 Civic Center Plaza (M-25)
Santa Ana, CA 92701
Telephone: (714) 647-5360
Fax: (714) 647-6549
E-mail: SMendoza(cDsanta-ana.org
A Copy to: Sonia Carvalho
City Attorney, City of Santa Ana
20 Civic Center Plaza (M-29)
Santa Ana, CA 92701
Telephone: (714) 647-5203
Fax: (714) 647-6549
E-mail: SCarvalho(c santa-ana.org
Developer:
f
Either party may change its address for the purpose of this Section by giving written
notice of the change to the other party.
14. Interpretation. This Agreement is deemed to have been prepared by all of
the parties hereto, and any uncertainty or ambiguity herein shall not be interpreted
against the drafter, but rather, if such ambiguity or uncertainty exists, shall be
interpreted according to the applicable rules of interpretation of contracts under the law
of the State of California.
15. Business Day. For purposes of this Agreement, `Business Day" means any
day other than a Saturday, Sunday, a federal holiday, or a day on which City Hall for the
City of Santa Ana is closed for the conduct of regular business.
16. Successors. This Agreement shall be binding on and inure to the benefit of
the successors and assigns of the respective parties hereto. However, this Agreement
shall not be assigned by Developer in whole or in part without the prior written consent of
City.
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17. Governing Law. This Agreement has been made in and will be construed
in accordance with the laws of the State of California, and exclusive venue for any
action involving this Agreement will be in Orange County.
18. Attorneys' Fees. If a Party hereto files any action or brings any action or
proceeding against another Party arising out of this Agreement, then the prevailing Party
shall be entitled to recover as an element of its costs of suit, and not as damages, its
reasonable attorneys' fees as fixed by the court, in such action or proceeding or in a
separate action or proceeding brought to recover such attorneys' fees. For the purposes
hereof the words "reasonable attorneys' fees' mean and include, in the case of the City,
salaries (or fees) and expenses of the lawyers employed by the City (allocated on an
hourly basis) who may provide legal services in connection with the representation of the
City in any such matter.
19. Severability. Should any provision of this Agreement be held by a court of
competent jurisdiction to be either invalid or unenforceable, the remaining provisions of
this Agreement will remain in effect, unimpaired by the holding.
20. Integration. This instrument constitutes the sole agreement between City
and Developer respecting the above matters, and correctly sets forth the obligations of
City and Developer. Any Agreements or representations by City to Developer not
expressly set forth in this instrument are void.
21. Construction. The language of each part of this Agreement will be
construed simply and according to its fair meaning, and this Agreement will never be
construed either for or against either party, whether or not that party drafted all or a
portion hereof.
22. Authority/Modification. Each party represents and warrants that all
necessary action has been taken by such party to authorize the undersigned to execute
this Agreement on behalf of such party and to engage in the actions of such party
described herein. This Agreement may be modified solely by written amendment signed
by both City and Developer. City's City Manager, or designee, may execute any such
amendment on behalf of City.
23. Counterparts. This Agreement may be executed in any number of
counterparts, each of which will be an original, but all of which together will constitute
one instrument executed on the same date.
Signature page follows
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ATTEST:
DAISY GOMEZ
Clerk of the Council
APPROVED AS TO FORM:
SONIA CARVALHO
City Attorney
By:
LISA STORCK
Assistant City Attorney
Date:
CITY OF SANTA ANA
KRISTINE RIDGE
City Manager
RECOMMENDED FOR APPROVAL:
MINH THAI, Executive Director
Planning and Building Agency
Name
Title
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