CDC - Item 4A - Update on Development site at Rosemead Blvd and Glendon Way•
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ROSEMEAD COMMUNITY
DEVELOPMENT COMMISSION
STAFF REPORT
TO: THE HONORABLE CHAIRMAN AND COMMISSIONERS
FROM: OLIVER CHI, EXECUTIVE DIRECTOR ..6L
DATE: MARCH 25, 2008
SUBJECT: UPDATE ON STATUS OF DEVELOPMENT SITE AT THE SOUTHWEST
CORNER OF ROSEMEAD BOULEVARD AND GLENDON WAY
SUMMARY
On January 8, 2008, the Rosemead Community Development Commission ("CDC")
approved an Exclusive Negotiating Agreement (ENA - Attachment 1) with Jacobsen
Family Holdings, LLC for the development of the Glendon Way project. The term of the
ENA provided an initial negotiation period of 90 calendar days, subject to one (1) 90
calendar day extension given that sufficient progress has been made during the initial
90 day period.
Over the last 3 months, Jacobsen has been working with a nationally recognized retailer
who has shown interest in the Glendon Way project. If a commitment is made by the
retailer, Jacobsen will prepare a development package for the Commission's
consideration which will include a preliminary site plan and elevations and a draft project
proforma. Because the initial 90 day period is scheduled to expire in early April,
Jacobsen has requested an additional 90 day extension to continue negotiations with
the retailer.
Staff Recommendation
Staff recommends that the Commission approve a 90 day extension to the Exclusive
Negotiating Agreement between the Rosemead Community Development Commission
and Jacobsen Family Holdings for the development of a proposed project on the
southwest corner of Rosemead Boulevard and Glendon Way.
PUBLIC NOTICE PROCESS
This item has been noticed through the regular agenda notification process.
Prepared by:
Michelle G. Ramirez
Economic Development Administrator
APPROVED FOR CITY COUNCIL AGENDA: 0 0
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Community Development Commission
March 25, 2008
Page 2 of 2
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Bria Assistant Executive Director
Attachment A - Exdusive Negotiating Agreement
Attachment A
EXCLUSIVE NEGOTIATION AGREEMENT
This EXCLUSIVE NEGOTIATION AGREEMENT ("Agreement") is made as of this 8a'
day of January 2008, by and between the COMMUNITY DEVELOPMENT COMMISSION OF
THE CITY OF ROSEMEAD, a public body, corporate and politic (the "Commission"), and
DENNIS D. JACOBSEN FAMILY HOLDINGS H, LLC (the "Developer"), on the terms, and
subject to the conditions, set forth below. The Commission and the Developer are sometimes
referred to herein collectively as the "Parties," and either individually as a "Party."
RECITALS
A. The Commission desires to encourage and effectuate the redevelopment of those
certain parcels bordered by the I-10 Freeway to the south, Glendon Way to the north, the west
bound onramp to the 1-10 Freeway to the east and a vacant parcel at 8828 Glendon Way (APN
5390-018-018) to the west within the boundaries of Project Area No. 2 that are shown on Exhibit
A attached hereto, and designated as the proposed development site ("Site").
B. This Site lies within Redevelopment Project Area No. 2 ('Project Area"), and is
subject to the Project Area's governing redevelopment plans. The Site is composed of five
parcels aggregating. approximately 8.5 acres.
C. Developer desires to determine the feasibility and terms by which it could acquire
the Site and develop a commercial/retail project consisting of at least a nationally recognized
tenant ("Project") and to negotiate with the Commission the potential terms of a Disposition and
Development Agreement or Owner Participation Agreement (the "OPA/DDA").
D. Developer understands that the Commission has not yet undertaken the Owner
Participation Process for the "Project" and that Developer shall provide within,90 days of the
execution of this agreement a more defined Project for the site so the Commission may
undertake its owner participation process as required by its Redevelopment Plan and California
Redevelopment Law.
E. The Parties desire to enter into this Agreement to exclusively negotiate mutually
acceptable terms and conditions for developing and operating the Project upon the Site in the
manner proposed by the Developer and specifically, to determine if mutually acceptable terms
and conditions can be agreed upon for the OPA/DDA, which would specify the rights,
obligations and method of participation of the Parties with respect to development.
ENA-Jacobsen Farnily Holdings, LLC I 01/082007
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AGREEMENT
1. Exclusive Good Faith Negotiations.
The Parties agree that, during the Negotiation Period (as defined in Section 3 below), and
so long as the Developer timely meets its obligations under this Agreement, they shall negotiate
exclusively and in good faith regarding the proposed development and operation of the Project
upon the Site, and the terms of the OPA/DDA. Good faith negotiations shall include, without
limitation, attending scheduled meetings, directing consultants to cooperate with the other Party
to the extent reasonably practicable and necessary to negotiations, providing information
reasonably available and necessary to negotiations, and promptly reviewing and returning any
comments on correspondence, reports, documents, or agreements received from the other Party.
2. Development Concept/Scope.
The negotiations hereunder are based on a development concept that will include the
components described in Recital C. above. The Developer shall supplement the scope of the
development within 90 days of execution of this agreement to permit the Agency to undertake
the owner participation process.
3. Negotiation Period.
a. Initial Negotiation Period. The term of this Agreement shall be for a period of
ninety (90) calendar days from the date the Agreement is approved by the Commission, subject
to extension or termination as provided below (the "Negotiation Period").
b. Extension of Negotiation Period. If, by the expiration of the Negotiation Period,
Developer has not provided necessary and satisfactory progress toward the subject development,
then the Agency or Developer may terminate this Agreement upon prior written notice delivered
to the other. If Developer has made substantial progress toward development of the project, as
reasonably determined by the Commission in its sole discretion, the Commission may extend this
Agreement for another ninety (90) calendar days ("First Extension Period").
C. ENA Schedule of Performance. The ENA Schedule of Performance, attached
hereto as Exhibit B and incorporated into this agreement by reference, may be considered by the
Commission as one means to determine whether the Developer is making necessary and
satisfactory progress toward the development project.
4. Negotiation of the OPA/DDA.
During the Negotiation Period, the Commission and the Developer shall negotiate
diligently and in good faith to prepare and enter into the OPA/DDA. Both of the parties shall
exercise best efforts to complete discussions relating to the final terms and conditions of the
OPA/DDA and such other matters, as may be mutually acceptable to the parties for the
redevelopment of the Project on the Site, prior to the expiration of the Negotiation Period.
It is contemplated that the OPA/DDA will include, at a minimum; the following
particulars:
a. Property. The Site will consist of approximately 8.5 acres bordered by the I-10
Freeway to the south, Glendon Way to the north, the west bound onramp to the 1-10 Freeway to
the east and a vacant parcel at 8828 Glendon Way (APN 5390-018-018) to the west.
ENA - Jacobsen Family Holdings, LLC 2 01/082007
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b. Use. The Developer shall, at its sole cost and expense, promptly after it has
acquired possession to the Property and received entitlement for the Project, demolish the
existing buildings and construct a commercial/retail project consisting of at least a nationally
recognized es -te t. The development shall utilize a high quality of
architectural design and material
C. Schedule of Perform ce. The OPA/DDA shall include a Schedule of
Performance which among other milestone dates, will require the completion of construction of
the, project no later than twenty four (24) months, from the date that all necessary project
entitlements are granted by the City of Rosemead ("City"), subject to delays due to force
majeure. The Schedule of Performance will also require that the Developer submit all its
required entitlements to the City for approval within 6 months of the approval of the OPA/DDA.
d. Property Acquisition by Commission. The OPA/DDA shall include provisions
regarding the Commission's assistance with the acquisition of property which the Developer is
not able to acquire by negotiated agreement as well as the Developer's responsibilities regarding
timely notice to the Commission of properties with which it needs assistance.
e. Relocation. The OPA/DDA shall include provisions regarding the
Commission's assistance in the relocation of tenants from the Property.
f. Approvals. The OPA/DDA shall provide that the Developer will obtain from
the City any specific plan and/or zone changes that may be necessary for the Project while the
Commission will work with the City to obtain any necessary General Plan changes.
g. Financial Assistance. It is anticipated that the development may require .
Commission financial assistance, to be determined through an OPA/DDA.
h. Indemnification. The OPA/DDA will include provisions for the defense and
indemnification of the Commission and City by developer for claims arising out of any
agreements it enters into with the Developer including any claims relating to the payment of
prevailing wages for the Project. Developer will not be required to indemnify the Commission
or City for the Commission's negligent or intentional acts or omissions.
i. No Third Party Beneficiaries. The OPA/DDA is drafted for the sole benefit of the
Parties and their successors in interest. No other person shall have any right of action based
upon any provision of the OPA/DDA.
j. Governing Law. The laws of the State of California shall govern
interpretation and enforcement of the OPA/DDA. Any action, suit or proceeding related to, or
arising from the OPA/DDA shall be filed in the appropriate court having jurisdiction in the
County of Los Angeles.
5. Developer Deposit. No later than ten days following Commission approval of this
Agreement, and prior to execution of this Agreement by Commission, Developer shall deposit
with Commission the amount of $10,000.00 (the "Deposit").
a. Use of Deposit. The Commission shall be under no duty to place the Deposit in
an interest bearing account. However, if the Deposit is placed in an interest bearing account,
interest earned thereon shall be added to the Deposit for the account of the Developer. The
Deposit shall be drawn upon by Commission to pay actual and reasonable out-of-pocket costs
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incurred by Commission, including consultant and legal fees during the Negotiation Period and
other costs that are otherwise authorized by Developer in writing.
b. Duty of Commission to Conserve Deposit Funds. In expending funds to be paid
from the Deposit, the Commission shall act reasonably and prudently to conserve Deposit funds.
C. Deposit Progress Reports. During the Negotiation Period, Commission shall
provide Developer with periodic written progress reports containing itemizations of obligations
incurred that are to be or have been paid from the Deposit, together with copies of invoices for
expenditures that have been paid.
d. Costs in Excess of Deposit. Before incurring any obligations to be charged
against the Deposit that, in the aggregate, would exceed the amount of the Deposit, Developer
shall promptly increase the Deposit with an amount sufficient to meet any such additional costs,
and shall do so prior to Commission being obligated to authorize such work; provided, however,
such additional obligations shall first be approved by Developer, which approval shall not be
unreasonably withheld (provided further, however, in the event any such additional costs exceed
Five Thousand Dollars ($5,000.00), Developer shall have the right to terminate this Agreement
in lieu of approving such additional costs).
e. Disposition of Deposit If Parties Enter Into an OPA/DDA. If the parties enter into
an OPA/DDA prior to the end of the Negotiation Period, then the Commission shall apply the
unspent and uncommitted balance of the Deposit towards Participant's monetary obligations
under the OPA/DDA.
f Disposition of Deposit If Parties Do Not Enter Into an OPA/DDA. If the parties
do not enter into an OPA/DDA because the Commission and Developer determine not to go
forward with acquisition and development of the Site then the Commission shall refund any
unspent and uncommitted portion of the Deposit to Developer.
6. Commission Responsibilities.
a. The Commission agrees to undertake the Owner Participation process as soon as
staff receives from Developer a more detailed Project description.
b. The Commission agrees that it will work with the City of Rosemead and the
Developer to analyze and amend, as necessary, existing zoning, including the preparation and
processing of a CEQA Compliance Document for the Project, the OPA/DDA and the Project
entitlements.
C. The Commission agrees that the Developer may modify the description of the
Project at any time; provided however, that substantial modifications of the Project shall:
i. be subject to the acceptance and approval of the Commission which
approval shall not be unreasonably withheld, conditioned or delayed;
ii. depending on the nature of such a modification, a suitable modification of
the CEQA Compliance Document or other elements of the Project Study as modified, may also
be indicated.
The Commission may request that the Developer consider modifications to the
description of the Project from time-to-time. Each such modification shall be subject to the
reasonable approval of the Developer.
ENA - Jacobsen Family Holdings, LLC 4 01/082007
7. Developer Tasks. During the Negotiation Period Developer shall undertake such tests,
investigations, surveys inquiries and due diligence as Developer shall deem necessary or
appropriate in order to determine if the Site is suitable and appropriate for the construction and
operation of the development contemplated by this Agreement. Developer shall pay, at no
expense to Commission, all costs of performing the Developer Tasks.
8. Right of Access. Commission shall use its best efforts to provide Developer access to
the portion of the Site that is not owned by Developer for the purposes of conducting surveys,
collecting soil samples and performing other studies necessary for determining the suitability of
the Site for the development contemplated by this Agreement. Developer shall indemnify,
defend and hold the Commission, its employees, officers, agents and representatives harmless
against any claim for damages to person or property arising from any activity of Developer, its
employees, officers, agents, representatives, contractors, subcontractors or consultants on the
Site. Commission shall indemnify, defend and hold the Developer, its employees, officers,
agents and representatives harmless against any claim for damages to person or property arising
from any activity of Commission, its employees, officers, agents, representatives, contractors,
subcontractors or consultants on the Site.
9. Access to Reports and Studies.
a. Commission shall provide Developer with all documents and information in
Commission's possession, if any, regarding the environmental and soils conditions of the Site
and the availability and capacity of utility services to the Site.
b. Provided that disclosure will not compromise the exemption, if any, of the
documents from public inspection under the California Public Records Act, Commission shall
provide Developer access to all studies, reports and analyses secured in performance of the
Commission Tasks.
C. Provided that disclosure will. not compromise the exemption, if any, of the
documents from public inspection under the California Public Records Act, Developer shall
provide Commission access to all studies, reports and analyses secured in performance of the
Developer Tasks.
d. Except as may be otherwise required by the California Public Records Act, the
Commission agrees that during the Negotiation Period it will not disclose to third parties the
names of tenants who have expressed interest in the Site to Developer, provided, however, that
Commission shall not be liable to Developer for any damages arising from an inadvertent,
negligent or willful breach of this confidentiality.
10. Change in Ownership or Control of Developer. Developer understands Commission
is entering into this ENA based on the prior experience and qualifications of Developer.
Therefore, Developer shall not assign, sell or otherwise transfer any or all of its rights under this
ENA to any party not owner, in the majority, or controlled by Jacobsen Family Holdings, LLC,
without the prior written approval of Commission, at its sole discretion.
11. No Obligation by Commission to enter in DDA/OPA or other related Agreements.
This Agreement does not constitute a disposition of property or exercise of control over property
by the Commission or City. It is merely an agreement to enter into a period of exclusive
negotiations according to the terms hereof, reserving final discretion by the Commission and
City as to any OPA/DDA and all proceeding and decision in connection therewith. By its
ENA - Jacobsen Farnily Holdings, LLC 5 01/082007
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execution of this Agreement, Commission is not committing itself to or agreeing: (a) to enter into
a OPA/DDA with Developer, (b) to acquire land from third parties, (c) to dispose of land to the
Developer, (d) to effect any changes to City zoning ordinances or the City General Plan or (e) to
undertake any other acts or activities requiring the subsequent independent exercise of discretion
by the Commission; the City or any agency or department thereof. Developer understands and
acknowledges that any OPA/DDA resulting from the negotiations hereunder shall become
effective only after and only if such OPA/DDA has been considered and approved by the
Commission Board and the City Council of the City at a public hearing called for such purpose.
12. _Owner Participation Procedures. Notwithstanding this ENA, the proposed
development of the Project Site remains subject to any applicable owner participation
procedures. Developer understands and agrees that the Commission shall be required to
undertake the owner participation process as required by California Redevelopment Law and the
Commissions adopted rules. Developer understands that the Commission after completing the
owner participation process may select another owner of a property within the Site to be the
developer for the Site.
13. Commission Not Responsible for costs. Except as set forth herein or in the DDA,
OPA, or other acquisition agreement, Commission shall not be liable for any costs associated
with the planning and development of the Project Site under this ENA.
14. DDA or OPA to Supersede this ENA. This ENA will be superseded by the DDA or
OPA, if and when the proposed DDA or OPA is executed by Developer and approved by
Commission and city in the manner required by law, and executed by Commission.
15. Limitation on Liability. Neither Party would have agreed to any part of this ENA if it
were to be liable to the other Party for any amount of monetary damages. Accordingly, both
Parties acknowledge and agree each Party's exclusive right and remedy upon any breach or
default of the other party to negotiate in good faith, as set forth in this ENA, is to terminate this
ENA or seek specific performance of this ENA, as applicable. The prevailing Party in any action
brought pursuant to this subsection A shall also be entitled to an award of actually incurred and
reasonable attorney's fees and costs.
16. Indemnity. Developer agrees to and hereby does defend, hold harmless and indemnify
Commission, City and each of their elected or appointed officials, officers, agents and employees
(the "Indemnified Parties") from third-party claims for damages arising from developer's acts or
omissions; provided, that the obligation to defend does not apply to actions arising, solely from
the Indemnified Parties' acts or omissions; and provided, further, that the obligation to indemnify
and hold harmless applies only to the extent damages are the result of Developer's, or
Developer's agents or employees, negligent acts or omissions or willful misconduct.
17. Non-Discrimination. The Developer shall not discriminate against nor segregate any
person, or group of persons on account of race, color, creed, religion, sex, marital status,
handicap, national origin, sexual orientation, or ancestry in undertaking its obligations under this
Agreement.
ENA - Jacobsen Family Holdings, LLC 6 01/082007
18. Environmental Requirements. Certain state and local environmental requirements
(including, without limitations, the CEQA of 1970, Public Resources Code Section 21000 et
seq.) may be applicable to the Site. Pursuant to such requirements, certain environmental
documents may be required to be prepared for the Site. The Developer agrees to cooperate with
the Commission in obtaining information to determine the environmental impact of the Site.
19. Notice. Any notices pursuant to this Agreement shall be in writing and sent (i) by
Federal Express (or other established express delivery service which maintains delivery records),
(ii) by hand delivery, or (iii) by certified or registered mail, postage prepaid, return receipt
requested, to the following addresses:
TO COMMISSION: Rosemead Community Development Commission
-Attn: Brain Saeki, Assistant Executive Director
8838 E. Valley Boulevard
Rosemead, California 91770
Email: bsaeki(a,cityofrosemead.org
Telephone: (626) 569-2157
Facsimile: (626) 307-9218
TO DEVELOPER: Dennis D. Jacobsen Family Holdings II, LLC
Attn: Douglas Jacobsen, Managing Member
21800 Burbank Boulevard, Suite 330
Woodland Hills, California 91367
Email: douglas@jacobsenholdings.com
Telephone: 310.505.1954
Facsimile: (818) 251-9917
WITH A COPY TO: Dennis D. Jacobsen Family Holdings II, LLC
Attn: Brad Talt, Member
33 South Catalina, Suite 104
Pasadena, California 91106
Email: batalt575@aol.com
Telephone: 626.405.9015, Ext. 12
Facsimile: (626) 405-9143
20. Entire Agreement; Time is of the Essence. This Agreement (including all exhibits
attached hereto) constitutes the entire understanding and agreement of the parties integrates all of
the terms and conditions mentioned herein or incidental hereto, and supersedes all negotiations
or previous agreements between the parties of their predecessors in interest with respect to all or
any part of the subject matter hereof. This Agreement may be executed in one or more
counterparts, each of which shall be an original, and all of which together shall constitute a
single instrument. Time is of the essence in this Agreement.
21. Governing Law. This Agreement shall be construed in accordance with the laws of the
State of California.
22. Implementation of Agreement. The Commission shall maintain authority to
implement this Agreement through the Commission's Executive Director (or his duly authorized
representative). Specifically, the Executive Director shall have the authority to issue
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EXHIBIT A
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EXHIBIT "B"
SCHEDULE OF PERFORMANCE
Within ninety (90) days of execution of the ENA
1. Commission shall provide Developer with all documents and information in
Commission's possession, if any, regarding the environmental and soils conditions of the
Site and the availability and capacity of utility services to the Site Developer.
2. Developer shall provide to the Commission a more detailed description of the Project and
a general project depiction of the different uses proposed. Immediately thereafter the
Commission may undertake the owner participation process by notifying property owners
in the project site of the proposed project and advise that they have 20 days to inform the
Commission if they are interested in submitting a development proposal after which the
Commission shall undertake the remaining requirements of its owner participation
process.
3. Developer to provide Commission Acquisition Strategy.
4. Developer to prepare preliminary proforma.
5. Developer to prepare preliminary site plan.
6. Developer to Identify Development Team.
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interpretations for the administration of the Agreement so long as such actions do not materially
or substantially change the uses or development permitted on the Site, or add to the costs
incurred or to be incurred by the Commission as specified herein. The granting of extension
periods to perform or amendments to this Agreement shall only be permitted if approved by the
Commission.
In witness whereof the parties have had their duly authorized officers execute this Agreement
this 8t' day of January 2008.
DEVELOPER:
HOLDINGS II
Member
By:
Name: E
Corporate Title:
COMMISSION:
ROSEMEAD COMMUNITY
DEVELOPMENT COMMISSION,
a public body corporate and politic
li
By:
Jo Tr , Chairman
APPROVED AS TO FORM
BY e yf
Bur illi orensen, LLP
Commission General Counsel
ATTEST:
Commission Secretary
ENA - Jacobsen Family Holdings, LLC R 01108/1007