HomeMy WebLinkAboutBOWERS MUSEUM - 2005 GROUND LEASE
A-2005-258
ORIGINAL
GROUND LEASE
between
"
.
CITY OF SANTA ANA, as LESSOR
And
THE CHARLES W. BOWERS MUSEUM CORPORATION, as LESSEE
Dated: September 6, 2005
GROUND LEASE
THIS GROUND LEASE (this "Lease") is made and entered into as of September 6, 2005 by and
between THE CITY OF SANTA ANA, a charter city and municipal corporation duly organized
under the Constitution and laws of the State of California ("Lessor"), and the CHARLES W.
BOWERS MUSEUM CORPORATION, a California non-profit public benefit corporation
("Lessee").
RECITALS
A. Lessor and Lessee are parties to that certain Amended and Restated Operating Agreement
dated June 18, 200 I (the "Original Operating Agreement"), as amended by that certain
First Amendment to the Amended and Restated Operating Agreement dated of even date
herewith (the "Amendment to Operating Agreement"), both relating to the ownership and
operation of the Charles W. Lessee Memorial Museum (the "Museum"). Hereinafter the
Original Operating Agreement and the Amendment to Operating Agreement shall be
referred to collectively as the "Operating Agreement".
B. Lessee desires to construct certain additional museum facilities (the "Additional
Facilities" as hereinafter defined) adjacent to the existing Museum on land acquired or to
be acquired by Lessor (more completely defined hereinafter as the "Leased Premises"),
and thereafter to manage and operate the Additional Facilities as an integrated part of the
Museum.
Now, therefore, for and in consideration of their mutual and respective covenants, conditions and
promises hereinafter set forth, and subject to the terms and conditions of this Agreement, the
parties hereto do hereby agree as follows:
ARTICLE 1
LEASE TERM AND USE
1.1. Demise of Leased Premises. Subject to the terms, provisions and conditions hereinafter
set forth, Lessor hereby leases to Lessee, and Lessee hereby leases from Lessor, those
certain Leased Premises more particularly described in Exhibit "A" hereto (the "Leased
Premises"), situated in the City of Santa Ana, California, subject to all covenants,
conditions, easements, restrictions, encumbrances and matters of record and to be made
of record in accordance with the terms of this Lease.
1.2 Lessor Representations. Lessee is familiar with and accepts the existing condition of the
land comprising the Leased Premises in its current "AS IS" condition without
representation or warranty by Lessor. Lessee acknowledges that it has had the advice of
such independent professional consultants and experts as it deems necessary in
connection with its investigation and study of the Leased Premises, and has, to the extent
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it deemed necessary, independently investigated the condition of the Leased Premises,
including the soils, hydrology and seismology thereof, and the laws and regulations
relating to the construction and operation of Lessee's Improvements on the Leased
Premises, and, has not relied upon any statement, representation or warranty of Lessor of
any kind or nature in connection with its decision to execute and deliver this Lease and its
agreement to perform the obligations of Lessee hereunder. Lessor makes no warranty as
to the suitability of the Leased Premises for Lessee's proposed development, construction
or use, as permitted by this Lease. Lessor makes no covenants or warranties respecting
the condition of the soil, subsoil or any other condition of the Leased Premises. Lessee
acknowledges that the soil on the Leased Premises mayor may not be suitable for the
purposes intended by Lessee or be of such character and condition so as to require special
engineering for construction of Lessee's Improvements, and agrees that Lessor shall be
held harmless and free from any additional costs which Lessee may incur in this regard.
Lessor shall not be responsible for any land subsidence, slippage, soil instability or
damage resulting therefrom. Lessor shall not be required or obligated to make any
changes, alterations, additions, improvements or repairs in, on, under or about the Leased
Premises.
With respect to the foregoing, and by initialing below, Lessee expressly waives the
provisions of California Civil Code Section 1542, which provides:
A general release does not extend to claims which the creditor does not know or
suspect to exist in his favor at the time of executing the release, which if known
by him must have materially affected his settlement with the debtor.
It is expressly understood and agreed, however, that Lessee is not releasing, nor waiving any of
the provisions of California Civil Code Section 1542 with respect to, any representations,
warranties and/or covenants made by Lessor in this Lease.
Lessee's initials:
1.3 Reserved.
1.4 Term. Unless sooner terminated under the provisions hereof, and subject to execution
and delivery by the parties of the Amendment of Operating Agreement, this Lease shall
be and continue in full force and effect commencing on the date hereof (the
"Commencement Date") and expiring on the first day of the first full calendar month
following issuance of a Certificate of Occupancy for the Additional Facilities (the "Lease
Term").
1.5 Construction of Improvements. Lessee shall, at its sole cost and expense, design and
construct, or cause to be designed and constructed, the Additional Facilities to be
constructed by Lessee upon the Leased Premises pursuant to this Lease, in accordance
with this Section 1.5.
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1.5.1. Commencement, Prosecution and Completion of Construction.
(a) Lessee shall commence construction of the Additional Facilities on or
before October I, 2005, and shall thereafter diligently prosecute the work and
cause the completion of construction of the Additional Facilities to occur on or
before December I, 2006.
(b) The date by which Lessee is required to complete construction of any
Lessee's Improvement shall be extended day for day (I) during the continuance of
any Force Majeure Event (as defined below),.
(c) For purposes of this Lease, (i) Lessee shall be deemed to have
"commenced construction" of any Improvement when the first required building
permits required in connection therewith have been duly issued, the Contractor (as
defined below) for such Improvement has been given notice to proceed with the
construction of such Improvement by Lessee, and such Contractor has
commenced construction activities; (ii) a "stoppage of construction" shall be
deemed to occur at any time during which Lessee is not diligently and
continuously prosecuting the construction and completion of the applicable
Lessee's Improvement pursuant to plans approved by the Lessor in accordance
with Section 1.5.2, below, (the "Final Plans"); (iii) "completion of construction"
shall be deemed to occur when all buildings or other improvements comprising
the applicable Lessee's Improvement have been substantially completed (that is,
completed except for minor punch list work), and Lessor has received from the
Architect and Contractor (each as defined below), in form reasonably satisfactory
to Lessor, written certification, or other evidence reasonably acceptable to Lessor,
that (I) the completed buildings or other improvements have been substantially
completed in compliance with the Final Plans, (II) the completed buildings or
other improvements have been inspected and finally approved by all appropriate
governmental authorities, and all certificates of occupancy or similar permits or
approvals required as a condition to the occupancy or use of such buildings or
other improvements have been duly issued, and (III) all costs and liens relating to
the completed buildings or other improvements have been paid or discharged, as
applicable; and (iv) a "Force Majeure Event" shall mean the occurrence of an
event, not reasonably foreseeable by or beyond the reasonable control of Lessee,
that unavoidably causes a delay in the completion of construction, such as a labor
strike, epidemic, quarantine restriction, freight embargo, adverse weather
condition, war, earthquake or act of God.
1.5.2 Approved Plans and Specifications;. The Additional Facilities shall conform in
all respects to the plans and specifications on file with the City's Executive
Director of Planning & Building (the "Executive Director") dated July 13, 2005.
Any changes approved by the Executive Director in conjunction with issuance of
permits pursuant to entitlement or permits to be issued by the City of Santa Ana
shali be deemed approved for purposes of this Agreement, and shall become part
of the Approved Plans for purposes of this section 1.5.2.
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1.5.3 Lessee's Contractor. The Additional Facilities and other Lessee's Improvements
(as hereinafter defined) shall be originally constructed by, and any subsequent
material repairs, alterations, additions or improvements thereto shall be made by,
a general contractor or contractor and subcontractors, each qualified and duly
licensed in the State of California, as designated by Lessee (the "Contractor").
Lessee shall promptly pay all contractors and materialmen in accordance with its
contract(s) for construction of the Additional Facilities and related improvements
with respect to work performed by or for Lessee or materials purchased by or for
Lessee so as to reduce the possibility of a lien attaching to the Leased Premises.
1.5.4 Compliance with Laws. Lessee shall construct the Additional Facilities and all
other Lessee's Improvements in accordance with all applicable grant agreements
providing financing for construction of the Additional Improvements, including
the payment prevailing wages for all covered work, all applicable building codes,
SD-78 of the City of Santa Ana governing the land use regulations for the Leased
Premises. Lessee shall furnish Lessor with a set of "as built" drawings and
specifications for all construction and subsequent improvements which accurately
reflect the nature and extent of all Improvements constructed on the Leased
Premises.
1.6 Permitted Use of Leased Premises; Compliance with Laws. Lessee shall have the right
to use the Leased Premises for the types of uses permitted under the Operating
Agreement. Lessee's use and occupancy of the Leased Premises shall at all times be in
compliance with all applicable laws, regulations and ordinances, and all private, rules,
regulations and restrictions applicable thereto.
ARTICLE 2
OWNERSHIP OF FACILITIES; ALTERATIONS
2.1 Ownership of Improvements; Rights Upon Termination. Lessee shall not create any
liens or claims of lien against any of Lessor's land, buildings or improvements. During
the term of this Lease, Lessee shall, subject to the terms hereof, own any fixtures or
improvements constructed, installed or placed on the Leased Premises by Lessee during
the Lease Term ("Lessee's Improvements") in accordance with the terms of this Lease;
provided, however, upon the expiration or earlier termination of this Lease, including any
expiration or termination contemplated under the Amendment of Operating Agreement,
Lessee's Improvements (but excluding all of Lessee's removable trade fixtures,
equipment, inventory, furniture, furnishings, (other than those fixtures or equipment
affected by the Operating Agreement) and other items of personal property located on the
Leased Premises [collectively, "Lessee's Equipment"] which are and shall remain the
property of Lessee and which Lessee shall have the right to remove) shall, without
compensation to Lessee, be and become the property of Lessor (without the necessity of a
deed, bill of sale, conveyance or other act or agreement of Lessee) and remain with the
Leased Premises as part of the real property, free and clear of any interests or
encumbrances arising by, under or through Lessee. Notwithstanding the foregoing,
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however, if upon the expiration or earlier termination of this Lease an event of default
under this Lease then exists on the part of Lessee, (i) Lessee shall have the right to
remove only those items of Lessee's Equipment that are capable of being removed
without causing damage to, or otherwise requiring repair of, the buildings, and (ii) all
other items of Lessee's Equipment shall, subject to the rights of third party lessors,
lenders or other persons holding a security interest therein, without compensation to
Lessee, be and become the property of Lessor (without the necessity of a deed, bill of
sale, conveyance or other act or agreement of Lessee) and remain with the Leased
Premises as part of the real property. Notwithstanding anything to the contrary contained
herein, Lessee shall have no right to remove, at the expiration or earlier termination of
this Lease, any item that would constitute a "fixture," and thus be a part of the real
property under California law, unless (i) such fixture is of a nature that it may be
removed without damaging or otherwise requiring repairs to any building, or (ii) a default
does not then exist under the terms of this Lease on the part of Lessee and Lessee repairs
the damage to any building caused by the removal of such fixture. Under no
circumstances, however, shall Lessee have the right to remove any fixture that would
adversely affect the ability of a building on the Leased Premises to be used for its normal
and intended purpose.
2.2 Lien Free Completion. Any alterations or construction of improvements shall be made
in a lien tree and good and workmanlike manner, in accordance with Plans and
Specifications approved pursuant to the terms of this Lease, and in compliance with all
applicable laws, ordinances, permits and authorizations, and in accordance with such
reasonable requirements and conditions as Lessor may impose.
2.3 Cooperation. Each party hereby covenants and agrees to cooperate and assist the other
party from and after the date of this Lease and throughout the term of this Lease in
obtaining all approvals and permits that are necessary or desirable in order to develop and
construct the Additional Facilities and any other permitted alterations or improvements,
including, without limitation, joining in applications, filings and submittals for use,
building, grading, and construction permits, and participation in and support of the other
party's position in hearings, proceedings and meetings relating to any such permits or
other governmental applications, submittals or approvals; provided, however, that the
party that is not performing such construction shall not be obligated to incur any expenses
or liabilities in cooperating with the other party's permitted construction activities.
ARTICLE 3
RENTAL
3.1 Amount and Commencement of Rent Payments. In consideration for Lessee .bearing
all costs and expenses associated with construction of the Additional Facilities and
conveying such Additional Facilities to Lessor in accordance with this Lease, Lessee
shall pay to Lessor, without offset, demand, or abatement monthly rental ("Rental") in the
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amount of One Dollar ($1.00) per year, payable in advance on the first day of the first full
calendar month following commencement of construction of the Additional Facilities.
ARTICLE 4
IMPOSITIONS AND UTILITIES
4.1 Definition of Impositions. The term "Impositions" shall mean all real estate taxes, water and
sewer charges and assessments, charges and assessments for public utilities, local
improvement or special benefit district assessments pertaining to the Leased Premises and/or
any improvements thereon, and license and permit fees which shall or may during the Lease
Term be assessed, levied. charged, confirmed or imposed by any public authority upon or
accrue or become due or payable out of or on account of or become a lien on the Leased
Premises or any part thereof, or any other buildings or improvements now or hereafter
located upon or comprising a part of the Leased Premises. The term "Impositions" shall not
include any income tax, estate, succession, inheritance or transfer tax, gross receipts tax,
business and occupation tax, withholding, profit or revenue tax or charge levied upon the
rents payable to Lessor under the terms or this Lease (except to the extent such tax is
imposed in lieu of real property ad valorem taxes on the Leased Premises), any corporate
franchise tax or corporate license fee which may be levied upon or against Lessor or any
successor corporate landlord or any similar obligations assessed against or imposed on
Lessor by any governmental body.
4.2 Lessee's Payment of Impositions. During the Lease Term, to the extent Lessee and/or the
Leased Premises and any buildings or improvements now or hereafter located upon or
comprising a part of the Leased Premises are not exempt due to Lessee's not-for-profit status,
Lessee shall pay when due, subject to the further provisions hereof, all Impositions. If Lessor
receives any tax statement(s) for Impositions from any taxing authority, Lessor will timely
provide Lessee with a copy thereof. Lessee shall pay Impositions directly to the taxing
authority; however, Lessor may elect, by notice to Lessee, to pay any Imposition(s) directly
to the taxing authority, in which case, Lessee shall reimburse Lessor for such payments
within ten (10) days after Lessee's receipt of an invoice from Lessor indicating payment has
been made by Lessor for such Imposition. Notwithstanding the foregoing provisions of this
Section 4.2:
(a) All Impositions that are payable by Lessee pursuant hereto for the fiscal year or
tax year in which the Lease Term commences or expires shall be prorated so that Lessee
and Lessor each shall pay their respective proportionate share of such Impositions that
are payable in the year in which the Lease Term commences or expires; and
(b) Where any Imposition that Lessee is obligated to pay in whole or in part is
permitted by law to be paid in installments, Lessee may pay such Imposition in
installments as and when such installments become due, and Lessee shall only be
obligated to pay those installments to the extent due and payable during the Lease Term
or, for any installment payment where an installment period overlaps the commencement
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or expiration date of this Lease, the pro rated portion of the installment payment
applicable to the overlapping portion of the Lease Term.
4.3 Tax Contests. Either Lessee or Lessor may contest the validity or amount (including the
assessed valuation upon the Leased Premises) of any Imposition for which either is
responsible in whole or in part, and which such party in good faith believes is excessive,
improper or invalid. If in such event Lessee or Lessor desires to contest the validity or
amount of any Imposition, it shall give written notice to the other party of its intent to
contest such Imposition, and the parties shall cooperate with one another in good faith in
connection with any such tax contest, but the party who gives notice that it intends to
initiate such tax contest shall diligently prosecute such contest at its sole cost and
expense; provided, however, if Lessor initiates the tax contest, and as a result of the
successful outcome thereof, the amount of such Imposition Lessee is required to pay
hereunder is reduced, Lessee shall promptly upon such determination reimburse Lessor
for Lessor's costs and expenses incurred in such tax contest up to the total amount of
reductions to Lessee in the amount of its Imposition obligation. In the event of a tax
contest, Lessee shall continue to pay such Imposition without deferral or interruption, but
shall do so under protest to the applicable taxing authority. In no event shall payment of
any Imposition be deferred due to such tax contest unless Lessor consents thereto in
writing, in its sole discretion, and then only on such conditions as Lessor may require.
Each party agrees to join at the other's request in any such contest to the extent such
joinder is prerequisite to such prosecution under statute, regulation or administrative
practice.
In connection with a judicial or administrative challenge to any assessment, Lessee may
not take advantage of any stay in collection available under statute, regulation, or court or
administrative order or rules unless Lessor consents thereto in writing, in its sole
discretion. If Lessor does grant such consent, however, (i) Lessee shall not allow such
items to remain unpaid beyond the period of any stay in collection permitted by
applicable law or administrative order or rule nor for such length of time as shall permit
the Leased Premises, or any part thereof or any improvements thereon, to be subjected to
a lien for delinquent taxes or a levy for sale by any governmental authority for the
nonpayment of the same, and (ii) Lessee shall pay the amount of all deferred Imposition
payments, together with the penalties, interest and expenses associated with such contest,
on the earlier of (x) the date payment is required under item (i) above, (y) the date this
Lease terminates, or (z) the date thirty (30) days after such tax contest is finally
determined.
4.4 Utilities. Lessee shall payor cause to be paid when due all charges for gas, electricity,
light, heat or power, water and sewer, telephone and other communication services and
utilities used, rendered or supplied upon or in connection with the Leased Premises,
levied or charged against the Leased Premises during the Lease Term.
4.5 Other Taxes. To the extent that Lessee is not exempt due to its not-for-profit or federal
instrumentality status, Lessee shall also pay when due all license fees, taxes and
governmental impositions of whatever kind or nature imposed with respect to Lessee's
business conducted on the Leased Premises or with respect to any and all of Lessee's
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equipment, furniture, fixtures, signs, and any other personal property located on or used
in connection with Leased Premises ("Other Taxes").
4.6 Lessor's Rigbt to Pay. If Lessee fails to pay when due any Impositions, utility charges
or Other Taxes as required in this Article 4, Lessor shall have the right, without the same
being deemed to waive or cure such default by Lessee, to pay the same, in which case
Lessee shall promptly, on demand, reimburse all such amounts to Lessor, together with
interest thereon at the rate of ten percent (10%) per annum from the date paid by Lessor
until reimbursed by Lessee.
ARTICLE 5
INSURANCE
5.1 Building Insurance. During the Lease Term, Lessee shall at its sole cost and expense
maintain on all buildings, facilities and improvements on the Leased Premises or any
replacements or substitutions therefore a policy or policies of Property Insurance issued
by a "Commercial Insurer" (as hereinafter defined in Section 5.2), which provides
standard Fire and "Extended Coverage" or "All Risk" coverage and, during construction
periods, Builders Risk (it being understood and agreed that such policy or policies may
exclude the perils of flood and/or earthquake) as per ISO standard forms, or the
substantial equivalent of such standard forms, to the extent of the full replacement value
of such Leased Premises Facilities. Without limitation of the foregoing, it is specifically
understood and agreed that the insurance required pursuant to this Section 5.1 shall be
maintained during the initial construction of the Leased Premises Facilities and during
any material improvement work to the Leased Premises Facilities thereafter made by or
on behalf of Lessee, including any damage or loss to Lessor's adjoining property. The
insurance policy or policies required pursuant to this Section 5.1 shall have a deductible
and/or retention amount not greater than $100,000 per occurrence
5.2 Commercial Insurer. As used herein, the term "Commercial Insurer" shall mean, unless
Lessor and Lessee mutually agree otherwise, an insurer licensed by and admitted to do
business in the State of California and having an A.M. Best rating of at least A-:VII (or
the substantial equivalent of such A.M. Best rating by another similarly reputable
property and casualty insurance company rating firm, should A.M. Best no longer be in
existence or perform property and casualty insurance company ratings).
5.3 Liability Insurance. During the Lease Term, Lessee shall at its sole cost and expense
maintain a policy or policies issued by a Commercial Insurer (the "Liability Insurance
Coverage") which provides commercial general liability and property damage insurance
and commercial truck/automobile insurance as per ISO standard forms, or the substantial
equivalent of such standard forms, with limits of not less than (i) $2,000,000 per person
and $5,000,000 per occurrence as respects bodily injury or death and (ii) $2,000,000 per
occurrence as respects property damage.
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5.4 Contractors and Subcontractors. Any person who either (i) is a construction contractor
of Lessee doing construction work on the Leased Premises, or (ii) does other work at the
Leased Premises pursuant to the terms of a contract providing for payments of at least
$500,000 per year (the "Required Insurance Contract Amount"), shall likewise maintain
such insurance coverage. Said insurance policy(ies) shall include Lessor as an additional
insured.
5.5 Reserved.
5.6 Reserved.
5.7 Requirements Related to Insurance Policies.
5.7.1 All insurance policies as required pursuant to this Article 5 shall be primary and
non-contributory. Each such policy may be issued on either an occurrence or a
claims-made basis. In the event of a cancellation, termination or non-renewal of
any such policy that is written on a claims-made basis, Lessee shall, no later than
thirty (30) days from the effective date of the same (the "Coverage Termination
Date"), provide to Lessor either (i) evidence reasonably acceptable to Lessor that
Lessee has acquired extended reporting period ("tail") coverage, (ii) evidence
reasonably acceptable to Lessor that Lessee has obtained a new insurance policy
issued by a Commercial Insurer (which policy shall comply with the requirements
of this Article 5) with a retroactive effective date that is at least five (5) years
prior to the Coverage Termination Date.
5.7.2 Lessee shall provide Lessor with copies of (i) the certificate(s) of insurance
evidencing such policies, and (ii) endorsements including Lessor and/or Named
Lessor Affiliates as additional insureds to the extent required pursuant to this
Article 5. Lessee hereby represents and warrants that each broker issuing any
certificate of coverage provided to Lessor shall have authority to bind the
insurance coverage on behalf of Lessee as set forth in such certificate.
5.7.3 The certificate of insurance for each policy of insurance required under this Article
5 that is issued by a Commercial Insurer and written on a controlled (or regulated)
policy form (each a "Commercial Policy") shall provide that Lessor will be given
at least thirty (30) days prior written notice by either the insurance carrier or a
broker with authority to bind coverage on behalf of Lessee with the insurance
carrier, of any cancellation, termination or non-renewal.
5.8 Reserved.
5.9 Indemnity. Lessee agrees to defend, hold harmless, and indemnifY Lessor from any legal
liability, including reasonable attorneys' fees, in respect to bodily injury, death, and/or
property damage arising from the negligent acts or omissions of Lessee, and its
governors, officers, directors, employees, agents and volunteers in the performance of
Lessee's obligations as Lessee under the terms and conditions of, and during the term of,
this Lease. However, in no event shall Lessee be obligated to defend, indemnifY and hold
harmless Lessor to the extent any such bodily injury, death and/or property damage is
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caused by the act or omission, negligent or otherwise, of Lessor, or its directors, officers,
employees and agents and Lessor's contractors and their directors, officers, agents and
employees.
Lessor agrees to defend, hold harmless, and indemnify Lessee from any legal liability,
including reasonable attorneys' fees, in respect to bodily injury, death, and/or property
damage arising from the negligent acts or omissions of Lessor, and its governors,
officers, directors, employees, agents and volunteers in the performance of Lessor's
obligations as Lessor under the terms and conditions of, and during the term of, this
Lease. However, in no event shall Lessor be obligated to defend, indemnify and hold
harmless Lessee to the extent any such bodily injury, death and/or property damage is
caused by the act or omission, negligent or otherwise, of Lessee, or its directors, officers,
employees and agents and Lessee's contractors and their directors, officers, agents and
employees.
ARTICLE 6
DESTRUCTION OF BUILDING OR IMPROVEMENTS
6.1 Lessee's Obligation to Restore; Termination Rigbts. If any building(s) or improvements
on the Leased Premises or any part thereof should be destroyed or damaged by fire or other
casualty, Lessee shall be required to repair and rebuild from insurance proceeds, or
otherwise.
ARTICLE 7
USE, REPAIRS AND ALTERATIONS
7.1 Use of and Repairs to Leased Premises. Throughout the Lease Term, Lessee shall keep
all buildings and other improvements now or hereafter situated upon the Leased Premises
in good and safe condition and in good order and repair, and Lessee shall conform to and
comply with all permits, restrictions, ordinances, regulations or laws affecting the Leased
Premises.
7.2 No Authority to Bind Lessor's Interest. Neither Lessee nor any of Lessee's agents,
employees, representatives, contractors or subcontractors shall have any power or
authority to do any act or thing or to make any contract or agreement which shall result in
the creation of any materialmens', mechanic's or other statutory lien or claim upon or
against Lessor or Lessor's interest in the Leased Premises, shall include notice to all
contractors and subcontractors to such effect in all contract documents, and shall post
notices thereof conspicuously on the Leased Premises. In addition, Lessee shall keep the
Leased Premises and all improvements thereto free and clear from any materialmens',
mechanic's and statutory lien or claim arising from or through Lessee. Lessor shall have
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no responsibility to Lessee or to any contractor, subcontractor, materialman, or workman
who shall engage in or participate in the construction of Lessee's Improvements or any
other improvements to the Leased Premises or alterations thereto made by Lessee.
Lessee shall give Lessor advance notice of any work to be performed on the Leased
Premises, and Lessor is hereby authorized to enter the Leased Premises to post notices of
non-responsibility in connection therewith.
ARTICLE 8
PROHIBITION ON ASSIGNMENT AND SUBLETTING
8.1 Lessee's Right to Assign, Sublet and Mortgage. Because of the unique semi-public
nature of Lessee's operating and duties of Lessee under the Operating Agreement, Lessee
shall not assign any of its rights or interest in this Lease, or sublet all or any portion of the
Leased Premises, including mortgages.
8.2 Estoppel Certificates. Lessor and Lessee from time to time shall execute and deliver to
each other or to any person whom the requesting party may reasonably designate, an
estoppel certificate consisting of statements, if true, that (or if false, the manner in which
false): (a) this Lease is in full force and effect, with Rental paid through the date of the
certificate; (b) this Lease has not been modified or amended (or setting forth all
modifications and amendments); (c) to the best of such party's knowledge and belief, the
other party is not then in default; and (d) such other matters as the requesting party may
reasonably request. Such estoppel certificates shall be executed and returned within thirty
(30) days after receipt of a written request therefore.
ARTICLE 9
DEFAULT
9.1 Events of Lessee Default. Each of the following shall be deemed an event of default by
Lessee and a material breach of this Lease:
9.1.1 Failure by Lessee to pay any installment of Rental and such failure shall continue
for a period of five (5) business day after the date when due, or the failure to pay
Impositions (to the extent Lessee is obligated to pay same), utilities, other taxes or
other sums of money herein stipulated to be paid by Lessee if such failure shall
continue for a period of ten (10) business days after the date when due (provided,
however, that an event of default and material breach of this Lease shall not be
deemed to have occurred the first time within any twelve (12) month period that
any installment of Rental is not paid within five (5) business days after the date
when due if such installment of Rental is in fact paid to Lessor within five (5)
days of Lessee's receipt of notification from Lessor of such failure); or
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9.1.2 Failure by Lessee to perform or observe any other terms, covenants, conditions,
agreements and provisions of this Lease if such failure shall continue for a period
of thirty (30) days after written notice thereof has been delivered to Lessee;
provided, if any such failure cannot reasonably be cured within such thirty (30)
day period and Lessee has promptly commenced to cure such failure, then Lessor
shall not have the right to terminate this Lease or Lessee's right to possession
pursuant to Section 10.2.1 and/or 10.2.2 for so long as Lessee pursues in good
faith and with due diligence the cure of such failure as soon as reasonably
possible, but in no event later than one hundred and twenty (120) days after the
date of Lessor's notice; or
9.1.3 If Lessee assigns all or any portion of this Lease or sublets the Leased Premises or
any portion thereof in violation of any of the requirements or provisions of this
Lease; or
9.1.4 If Lessee creates or permits a lien or claim of lien to be filed or recorded against
the Leased Premises.
9.1.5 If Lessee fails to maintain any insurance required to be maintained hereunder, and
such failure continues for longer than the "Insurance Cure Period" (as hereinafter
defined). As used herein, the "Insurance Cure Period" shall mean the later of (i)
thirty (30) days after written notice from Lessor, or (ii) sixty (60) days after
written notice from Lessor if, at the time of such notice or within twenty (20) days
thereafter, Lessee shall have presented evidence reasonably acceptable to Lessor
that Lessee's overall financial health is at least as favorable as upon the
Commencement Date, all factors considered. Such evidence shall be in the form
of either Lessee's audited financial statements or Lessee's IRS Form 990 (or the
substantial equivalent or successor to such form), in either case for a period ended
not later than twelve (12) months prior to the date of such written notice from
Lessor.
9.1.6 If Lessee becomes insolvent or the subject of any bankruptcy or other voluntary
or involuntary proceeding, in or out of court, for the adjustment of debtor-creditor
relationships, provided that, in the case of any such involuntary proceeding, such
involuntary proceeding is not fully dismissed by the earlier of (i) entry of any
order or decree granting any relief sought, or (ii) sixty (60) days after the filing of
such involuntary petition.
9.2 Lessor Remedies for Lessee Default. If any event of default occurs hereunder, Lessor
may, at any time thereafter prior to the curing thereof and without waiving any other
rights hereunder, do one or more of the following:
9.2.1 Terminate this Lease by written notice thereof, in which event this Lease and the
leasehold estate created hereby and all interest of Lessee and all parties claiming
by, through or under Lessee shall automatically terminate upon the effective date
of such notice, and Lessor, its agents or representatives, shall have the right,
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without further demand or notice, to reenter and take possession of the Leased
Premises, reserving Lessor's right to seek damages.
9.2.2 Terminate Lessee's right to possession of the Leased Premises and enjoyment of
the rents, issues and profits therefrom, without terminating this Lease or the
leasehold estate created hereby, reenter and take possession of the Leased
Premises and remove all persons and property therefrom, with or without process
of law, without being deemed guilty of any manner of trespass and without
prejudice to any remedies for any breaches of covenants (including the payment
of rent), then existing or thereafter occurring, and lease, manage and operate the
Leased Premises and collect the rents, issues and profits therefrom, all for the
account of Lessor for application against and credit to the satisfaction of Lessee's
obligations hereunder the net rental thus received (after deducting therefrom all
reasonable costs and expenses of repossessing, leasing, managing and operating
the Leased Premises, including completion of construction, reasonable alterations
and leasing commissions). If the net rental so received by Lessor exceeds the
amounts necessary to satisfY all of Lessee's obligations under this Lease and all
costs of Lessor incurred in connection therewith, Lessee shall be entitled to such
excess. Lessor shall use reasonable good faith efforts and due diligence to
mitigate, limit and reduce the injury, loss or damages accruing from any such
default of Lessee.
9.2.3 Maintain Lessee's right to possession, in which case this Lease shall continue in
effect whether or not Lessee shall have abandoned the Leased Premises; or
9.2.4 Pursue any other remedy now or hereafter available to Lessor under the laws or
judicial decisions of the State of California or otherwise provided in this Lease.
9.2.5 No termination or repossession provided for herein shall relieve Lessee of its
liabilities and obligations under this Lease, all of which shall survive termination
or repossession. At any time after any such termination or repossession, whether
or not Lessor has collected any current damages, Lessor shall be entitled to
recover from Lessee, and Lessee shall pay to Lessor, on demand, as liquidated
final damages, a sum equal to (i) the worth at the time of award of the unpaid
Rental which had been earned at the time of termination; (ii) the worth at the time
of award of the amount by which the unpaid Rental which would have been
earned after termination until the time of award exceeds the amount of such
Rental loss that Lessee proves could have been reasonably avoided; (iii) the worth
at the time of award of the amount by which the unpaid Rental for the balance of
the Term after the time of award exceeds the amount of such Rental loss that
Lessee proves could be reasonably avoided; (iv) any other amount necessary to
compensate Lessor for all the detriment proximately caused by Lessee's failure to
perform its obligations under this Lease or which in the ordinary course of things
would be likely to result therefrom; and (v) interest at the rate of ten percent
(10%) per annum on the amounts described in clauses (i) - (iv) from the date of
such demand until paid. The "worth at the time of award" of the amounts referred
to in this subparagraph shall be computed by present value discounting using (A)
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in the case of clauses (i) and (ii) of this subparagraph, a discount rate equal to the
yield on 3D-year U.S. Treasury bonds at such time (but subject to a floor of 6%
per annum and a cap of 10% per annum), and (B) in the case of clause (iii) of this
subparagraph, a discount rate equal to the discount rate of the Federal Reserve
Bank of San Francisco at the time of award plus I percent.
9.3 No Release of Indemnification. Nothing in Section 9.2 shall affect the right of Lessor to
indemnification for liability arising prior to the termination of this Lease for personal
injury or property damage as provided elsewhere in this Lease.
9.4 Liquidated Damages for Uncured Breach of Insurance Provisions. Solely in the case
of an event of default described in Section 9.1.5 hereof (an "Insurance-Related Event of
Default"), (i) Lessor shall have the right, but not the obligation, to cure the applicable
default by acquiring any insurance coverage that Lessee was required to, but shall have
failed, to obtain, in which case Lessee shall be responsible for reimbursing the full
amount of the applicable premium(s) of such policy or policies upon presentation of
appropriate invoices from Lessor (with any failure of Lessee to make such reimbursement
being deemed a failure to pay a monetary sum when due as described in Section 9.1.1
hereof.
9.5 Lessor's Default. Lessor shall be in material default of this Lease if Lessor fails to perform
or observe any term, covenant, condition, agreement or provision of this Lease if such
failure shall continue for a period of thirty (30) days after written notice thereof has been
delivered to Lessor; provided, if any such failure cannot reasonably be cured within such
thirty (30) day period and Lessor has promptly commenced to cure such failure, then Lessor
shall not be deemed to be in default of this Lease for so long as Lessor pursues in good faith
and with due diligence the cure of such failure as soon as reasonably possible.
9.6 Cumulative Remedies; No Waiver of Default. No remedy herein or otherwise conferred
upon or reserved to either party shall be considered exclusive of any other remedy, but the
same shall be cumulative and shall be in addition to every other remedy given hereunder or
now or hereafter existing at law or in equity or by statute; and every power and remedy
given by this Lease to either party may be exercised from time to time and as often as
occasion may arise which may be deemed expedient by such party. No delay or omission by
Lessor or Lessee to exercise any right or power arising from any default under this Lease
shall impair any such right or power. No waiver of any breach of any covenant or provision
of this Lease shall be construed to be a waiver of any other or subsequent breach of the same
or of any other covenant or provision.
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ARTICLE 10
RESERVED
ARTICLE 11
WARRANTY OF PEACEFUL POSSESSION
Lessor covenants and warrants that Lessee shall and may, subject to Lessor's construction
activities during construction of the common infrastructure improvements and subject to the
other terms and provisions of this Lease, peaceably and quietly have, hold, occupy, use, and
enjoy, and shall have the full, exclusive and unrestricted use and enjoyment of, all of the Leased
Premises during the entire Lease Term, and may exercise all of its rights hereunder, subject only
to the provisions of this Lease.. Lessor agrees to warrant and forever defend Lessee's right to
such occupancy, use, and enjoyment and the title to the Leased Premises against the claims of
any and all persons whomsoever lawfully claiming or to claim the same, or any part thereof in
violation ofthis provision.
ARTICLE 12
NOTICE
Any notice, consent, communication or reply (herein for convenience called "notice") in this
instrument provided or permitted to be given, made or accepted by either party to any other party
must be in writing and shall, unless otherwise in this instrument expressly provided, be given or
be served by depositing the same in the United States mail, postage paid and registered or
certified and addressed to the party to be notified, with return receipt requested, or by delivering
the same in person to such party. Notice shall be effective, unless otherwise stated in this Lease,
upon delivery or receipt. For purposes of notice, the addresses of the parties shall, until changed
as hereinafter provided, be as follows:
If to Lessor, to:
City of Santa Ana
Attention: Clerk of the Council
20 Civic Center Plaza
Santa Ana, CA 92701
With copy to:
Office of the City Attorney
20 Civic Center Plaza
Santa Ana, CA 92701
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If to Lessee, to:
Bowers Museum
2002 N. Main Street
Santa Ana, California 92706
Attention: President
The parties shall have the right from time to time at any time to change their respective
addresses, by providing written notice to the other party, although notice may always be given to
Lessee at the Leased Premises.
ARTICLE 13
ENTIRE CONTRACT AND NON-WAIVER
No variations, modifications, or changes herein shall be binding upon any party hereto unless
executed by it or by a duly authorized officer or a duly authorized agent of the particular party.
No waiver or waivers of any breach or default of any breaches or defaults by either party of any
term, condition, or liability of or performance by the other party of any duty or obligation
hereunder including, without limitation, the acceptance by Lessor or payment by Lessee of any
Rental at any time or in any manner other than as herein provided shall be deemed a waiver
thereof, nor shall any such waiver or waivers be deemed or construed to be a waiver or waivers
of subsequent breaches or defaults of any kind, character, or description under any circumstance.
ARTICLE 14
BINDING AGREEMENT
This Lease shall be binding upon and shall inure to the benefit of Lessor and Lessee and their
respective heirs, successors, assigns and legal representatives.
ARTICLE 15
MISCELLANEOUS
15.1 Applicable Law. This Lease shall be construed and enforced in accordance with the laws
of the State of California applicable to contracts made, and to be wholly performed,
within the State of California.
15.2 Construction. The parties acknowledge that this Lease has been jointly drafted by Lessor
and Lessee, following negotiations between them.
15.3 Pronouns. Pronouns, wherever used herein, and of whatever gender, shall include natural
persons and partnerships, corporations and associations of every kind and character, and
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the singular shall include the plural and the plural the singular of all nouns and pronouns
herein wherever applicable.
15.4 Severability. If any term, covenant, or condition of this Lease (or part thereot) or the
application thereof to any person or circumstance is, to any extent, invalid or
unenforceable, the remainder of this Lease (and/or the remainder of any such term,
covenant or condition), or the applicability of such term, covenant or condition to Persons
or circumstances other than those to which it is held invalid or unenforceable, shall not be
affected thereby and each term, covenant or condition (or part thereot) of this Lease shall
be valid and be enforced to fullest extent permitted by law.
15.5 Relationship of Parties. Nothing contained in this Lease shall be construed to create, nor
shall either party represent the existence of, a partnership, a joint venture, an association,
a corporation, a trust or other entity, nor to constitute either party the agent of the other.
15.6 Captions. The table of contents, the index and the title or headings to the Articles and
Sections of this Lease are not a part hereof and shall have no effect on the construction or
interpretation of any term and provisions contained herein.
15.7 Recordation. This Lease shall not be recorded but concurrent with the execution of this
Lease the parties hereto may execute a Memorandum of Lease and cause the same to be
recorded in the real property records of Orange County, California.
15.8 Commissions. Lessor has not engaged any broker, finder or other person who would be
entitled to any commission or fees in respect of the negotiation, execution or delivery of
this Lease. Lessor agrees to negotiate payment of any commissions earned as a
component of its negotiations of price and terms with Lessee provided any broker, finder
or other person who would be entitled to any commission or fees in respect to the
negotiation, execution or delivery of this Lease has been identified in writing by both
Lessor and Lessee. Notwithstanding the above, Lessee and Lessor shall each indemnity
the other against all legal liability for commissions or other compensation claimed by any
broker or agent claiming the same by, through, or under the indemnitying party.
15.9 Anthority. Each party hereto warrants that it has the authority to enter into this Lease and
to perform its obligations hereunder and that all necessary corporate or partnership action
to authorize this transaction has been taken, and the signatories, by executing this Lease,
warrant that they have the authority to bind the respective parties.
15.10 Fnrther Documents. Upon request, the parties will execute such further documents as
may be necessary in order to carry out the intent of this Lease.
15.11 Time of Essence. Time is expressly declared to be ofthe essence of this Lease.
15.12 Amendments. Any amendments, additions or modifications to this Lease shall be in
writing, signed by Lessor and Lessee. Neither Lessee nor Lessor shall be bound by any
verbal or implied agreements.
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15.13 Computation of Time. The word "day" means "calendar day" herein, and the
computation of time shall include all Saturdays, Sundays and holidays for purposes of
determining time periods specified herein.
15.14 Approvals, Consents. Wherever in this Lease the approval or consent of a party is
required, such approval or consent shall not be unreasonably withheld, conditioned or
delayed except where expressly stated to the contrary in this Lease.
15.15 Non-waiver. Neither the payment nor acceptance of rent nor the performance of any
obligation shall be deemed to be a waiver of any rights hereunder or of the right to
recover the amount of any payment or the cost of any performance made or done under
protest, provided that such protest shall have been made in writing. Failure by Lessor or
Lessee to take action or declare a default as a result of any breach of any term, covenant,
or condition herein contained shall not be deemed to be a waiver of that term, covenant or
condition, or of any subsequent breach of any term, covenant or condition herein
contained.
15.16 Limitation of Waiver. No consent, approval or waiver by a party, express or implied, to
or of any act, or to or of any breach of any covenant, condition or duty of the other party
on any occasion shall be construed, as a consent, approval or waiver to or of any other act
or any other breach of the same covenant, condition or duty on any other occasion or to
or of any other act or any breach of any other covenant, condition or duty on the same
occasion.
15.17 Entry by Lessor. Lessee shall permit Lessor and its agents to examine the Leased
Premises at reasonable times to inspect the Leased Premises and monitor compliance
with this Lease.
15.18 Survival of Indemnities. Any indemnity obligation of a party arising under this Lease
shall, to the extent such indemnity claim has accrued prior to the termination or
expiration of this Lease, survive the termination or expiration of this Lease.
15.19 Non-DiscriminationDuring the term of this Lease, Lessee and its subcontractors shall not
deny the benefits of this Lease to any person on the basis of religion, color, ethnic group
identification, sex, age, physical or mental disability, nor shall they discriminate unlawfully
against any employee or applicant for employment because of race, religion, color, national
origin, ancestry, physical handicap, mental disability, medical condition, marital status, age or
sex, and shall include the nondiscrimination and compliance provisions consistent therewith in
all subcontracts to perform work on the Leased Premises.
[Signatures on next page]
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.
.
IN WITNESS WHEREOF. this Lease is made as of the day and year first above written.
LESSOR:
ATTEST
c r) ~'
BY: (tjJ.zQf-~___ -- C; C'-
t::;S--Patricia E. Healy .
Clerk of the Council
CITY OF S
BY:
M
LESSEE
BY:
Dr. eter W. Keller
President
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..
EXHIBIT A
Legal Description of Leased Premises
That certain real property located at 2032-2036 North Main Street, Santa Ana, California,
(Orange County Assessor's Parcel Numbers 399-102-08 and 399-102-09) more particularly
described as:
Lot I of Block A of Cole's North Santa Ana Tract, in the City of Santa Ana, as shown on a map
thereof recorded in Book 31, Page 13 of Miscellaneous Records of the County of Los Angeles,
California, excepting the northerly 14 feet thereof.
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