HomeMy WebLinkAbout- - Annual Agreem. Home Ranch DA-10-01 - 7/6/2010CITY COUNCIL AGENDA REPORT
MEETING DATE: JULY 6, 2010
ITEM NUMBER:
SUBJECT: ANNUAL REVIEW AND THIRD AMENDMENT TO HOME RANCH DEVELOPMENT
AGREEMENT DA -10-01
DATE: JUNE 15, 2010
FROM: DEVELOPMENT SERVICES DEPT.
PRESENTATION BY: MINOO ASHABI, AIA, SENIOR PLANNER
KIMBERLY BRANDT, DIRECTOR
FOR FURTHER INFORMATION CONTACT: MINOO ASHABI (714) 754-5610
RECOMMENDATION:
Pursuant to Planning Commission's recommendation:
1) Adopt resolution finding the developer in compliance with the terms and conditions
of the Home Ranch Development Agreement;
2) Introduce ordinance that adopts the third Amendment of the Home Ranch
Development Agreement, for first reading, to be read by title only, and to waive
further reading.
BACKGROUND:
Segerstrom Home Ranch is generally located north of the Interstate 1-405, east of Harbor
Boulevard, and south of Sunflower Avenue (Attachment 2). The Home Ranch
development project was approved in November 2001, and presently contains IKEA,
Emulex, and the Providence Park residential development (143 units). The development of
office uses in the southeast quadrant of Susan Street and South Coast Drive intersection is
pending.
Development Agreement DA -00-01 for Home Ranch was adopted by City Council on
December 3, 2001. The following two amendments have been approved since the original
document was executed:
• First amendment approved in 2003 related to surplus transportation fees and the
Huscroft House contribution; and,
• Second amendment approved in 2007 that excluded the approximate 1.3 acre -
segment of the exit ramp between the 1-405 North distributor road and the IKEA
driveway intersection.
On May 10, 2010, the Planning Commission recommended approval of the proposed third
amendment. The Planning Commission staff report, related attachments (Home Ranch
Development Agreement and subsequent amendments) and minutes can be viewed at the
following link: http://www.ci.costa-mesa.ca.us/CM Calendar. htm
ANALYSIS:
The Home Ranch Development Agreement is subject to an annual review by the Planning
Commission and City Council. The 2009 annual review was postponed since the
developer requested an amendment; therefore the 2009/2010 annual review and the
amendment have been consolidated into this single report.
Annual Review of Development Agreement DA -00-01
The purpose of the annual review is to determine if the developer and/or City have made
good faith efforts to comply with the provisions and conditions of the development
agreement. The following sections summarize the requirements:
A. Circulation Improvements:
Improvements Required in Accordance with General Plan
The developer has paid the City's and Transportation Corridor Agency's traffic
impact fees as required.
Site Access Improvements
The developer has completed the improvements and signal modifications at the
South Coast Drive and Susan Street intersection. Access to the Home Ranch site
from South Coast Drive between Susan Street and Fairview Road will be
implemented in conjunction with future development in the area. The Susan Street
off -ramp improvements were completed in its entirety by private funds. There are no
additional right-of-way needs specified in the agreement for public circulation
improvements.
B. Cultural Resources: The proposed third amendment is intended to address the
property owners' obligations related to cultural resources. The developer was
required to dedicate land, form a nonprofit foundation with a $250,000 endowment,
and create a $10,000 preservation plan to maintain the historic site by March 2007.
Two one-year time extensions approved in 2007 and 2008 extended the time to fulfill
this obligation to March 2009. The extensions were provided pending that the
developer commits to making substantial progress in completing the Cultural
Resources obligations by the 2009 annual review of the development agreement. In
the mean time, the developer has maintained the site and designated buildings.
This issue is further discussed in detail under the proposed amendment.
C. Educational Advancement: The required contribution has been paid by the
applicant, and the education foundations have been established.
D. High School Athletic Field Contribution: The developer has paid the required
contribution.
E. Restoration of Huscroft House Contribution: The developer has paid the required
contribution.
F. Residential Component: The residential component of the project has been
completed.
G. Fire Station: The developer has submitted all fire suppression impact fees in
conjunction with building permit issuance, with an outstanding balance of
$264,210.83 based on the project's maximum entitlement allowed. The City has
completed the fire suppression study. The proposed amendment is intended to
specify the location, timing of dedication, and size of the future fire station site. This
issue is further discussed in detail under the proposed amendment.
H. Sales and Use Tax Guarantee: The IKEA Home Furnishings opened May 28,
2003. All sales tax revenue has been monitored. The developer has met the
cumulative sales tax requirements for the amount of $5,000,000. This issue is
further discussed in detail under the proposed amendment.
Proposed Third Amendment to Development Agreement DA -00-01
The amended language for the Home Ranch Development Agreement is provided as
Attachment 4, and Council must find the amendment to the agreement consistent with the
Costa Mesa General Plan, North Costa Mesa Specific Plan and the analyses and mitigation
measures contained in the Final Environmental Impact Report for Segerstrom Home Ranch
project.
The following is a summary of the Third Amendment as recommended for adoption by the
Planning Commission:
1. 20 -YEAR TERM (APPROXIMATELY 13 -YEAR TIME EXTENSION) FROM DATE
OF AMENDMENT ADOPTION. The development agreement became effective in
January 2002 for fifteen years. The time extension provides assurances that the
Developer may proceed with development, in conformance with existing land use
regulations for another 13 years until 2030.
Analysis: Expiration of the Agreement would provide Council with an opportunity to
consider different land uses for the remainder of the Segerstrom Home Ranch
project site, should the site not be fully developed in the next 7 years. However,
Staff believes the current General Plan designation and entitled development
potential are appropriate given the site's location, surrounding land uses, and the
circulation system's capacity, and therefore staff supports the time extension.
2. $5 MILLION SALES TAX GUARANTEE FULFILLMENT. The Development
Agreement includes a provision that requires a five-year cumulative amount of $5
million in sales tax revenue with a progressive annual guarantee of $750,000 to
$1,250,000.
Analysis: As shown in Attachment 4, the sales tax guarantee for the individual
third and fourth year obligations were not met; however, the overall required
cumulative amount of $5 million in sales tax revenue was met in year 2008 before
the conclusion of the 5 years. Although, the "letter" of this requirement was not
satisfied in terms of meeting the sales tax guarantee for an individual year; staff
believes that the "intent" of this obligation has been met for the cumulative period.
3
The Development Agreement also notes that once the $5 million in sales tax is
achieved, no further guarantee payment is required.
3. FIRE STATION AND FIRE IMPACT FEE: The amendment increases the future
Fire Station size from 30,000 to 40,000 square feet and identifies a location on
South Coast Drive. With input from the City's Fire Chief, a 40,000 square -foot
parcel (200 feet by 200 feet) with direct access from South Coast Drive is proposed
for development of the future fire station. To accommodate the best fit for a fire
station site, the developer has agreed to dedicate a parcel larger than the previously
required 30,000 square -foot parcel. In addition, the Owner is proposing to prepay
the remainder of the fire impact fee in the amount of $264,210.83. The amendment
also includes a time extension on the City's obligation to construct the fire station or
the land must be conveyed back to the applicant.
Analysis: This amendment clearly notes provisions for a future fire station along
South Coast Drive. It also satisfies the Fire Department's desire for an increased
station size by 10,000 square feet in an acceptable location that has direct vehicular
access to and from South Coast Drive. The prepayment of the fire impact fee will
allow the City to accrue interest on the funds until such time the City constructs the
station. A deed restriction requires the parcel to be only a fire station. The City also
benefits from the time extension in respect to the obligation to construct the fire
station.
4. CULTURAL RESOURCES: All of the existing provisions in the original agreement
regarding historic resources are proposed to be replaced with the following:
a. CHANGE IN HISTORIC SITE/STRUCTURES PRESERVATION
TIMEFRAME FROM "PERPETUITY" TO 50 YEARS: The amendment
defers ultimate disposition of historic structures for 50 years, but any
demolition and/or relocation of structures to another Costa Mesa location will
require City approval and CEQA analysis. The proposed fifty-year historic
term is consistent with terms imposed on preservation of California Scenario,
Noguchi Garden.
b. OWNER RETAINS MAINTENANCE RESPONSIBILITIES OF THE 1.5 -
ACRE HISTORIC SITE AND STRUCTURES IN CURRENT CONDITION
FOR THE 50 -YEAR PERIOD AS OPPOSED TO CURRENT
REQUIREMENT TO TRANSFER TO A NONPROFIT ORGANIZATION OR
CITY: The $250,000 anticipated to be used as seed money for the Non-
profit organization, as required in the original agreement may be insufficient
for proper maintenance of the four structures and other funding sources
would be required. The Owner has been maintaining the structures since
original construction and is well suited to continue maintenance.
c. BEGINNING IN 2011, PUBLIC ACCESS TO HISTORIC SITE IS
ALLOWED ONE DAY A YEAR WITH NO ACCESS TO THE INTERIOR OF
THE HISTORIC STRUCTURES: Although the original agreement
anticipates that the site could be open to the public on a regular basis once
it is transferred to a Nonprofit organization; it is unlikely that the $250,000
would be sufficient for the necessary site and structure improvements,
particularly in respect to ADA requirements, that would allow immediate
public access to property.
d. OWNER DEPOSITS $260,000 WITH CITY AS A "HISTORIC RESERVE
ACCOUNT" TO BE TRANSFERRED TO A NEW OWNER IN THE EVENT
THE PROPERTY IS TRANSFERRED DURING THE 50 YEARS: Prior to
any future ownership transfer, the amendment establishes provisions for
the use of the Historic Reserve Account for extraordinary maintenance by
the current owner during the 50 years, and that all expenditures from the
account must be authorized by the City. Also, the fund could be used for
the physical relocation of the structures, but not for any required processing
application fees, studies, etc.
e. DISBURSEMENT OF HISTORIC RESERVE ACCOUNT. After the 50 -year
Historic Period, should the site not have been transferred to a new owner,
any remaining funds of the initial $260,000, less any authorized expenses,
shall be returned to the owner. The interest in the account shall be split on
a 50/50 basis between the City and the Owner.
f. RECORDATION OF LAND USE RESTRICTION ON HISTORIC SITE
REQUIRING MAINTENANCE AND PUBLIC ACCESS FOR 50 YEARS:
The land use restriction gives a 50 -year guarantee of maintenance and
public access at the current location.
g. RELOCATION OF STRUCTURES SUBJECT TO ALL APPLICABLE
REQUIREMENTS INCLUDING APPROPRIATE APPLICATION, CEQA
DOCUMENTATION, ETC: The amendment is consistent with North Costa
Mesa Specific Plan and Segerstrom Home Ranch EIR in that both
documents refer to preservation of the historic structures on the project site.
In case of a request to relocate the historic structures to an off-site location
in Costa Mesa, all then applicable requirements will have to be met which
may include additional expert analysis and environmental review.
The Final EIR requires a General Plan amendment to Public/Semi Public
for the Historical site at the time the City approves the Final Master Plan for
the "remainder of the project site." The proposed amendment reiterates the
existing agreement language that transfers development rights from the
historic site and fire station to the greater Home Ranch site.
ALTERNATIVES
1. Find developer in compliance with development agreement and approve the
proposed third amendment to agreement (with any modifications to the amended
language).
2. Find developer in compliance with development agreement but recommend denial
of proposed amendment.
LEGAL REVIEW
The City Attorney's office has approved as to form the resolution and ordinance.
CONCLUSION
Commission has reviewed the Agreement's terms and conditions and believes the
Developer is in compliance. The proposed changes to the agreement are consistent with
the Final EIR, North Costa Mesa Specific Plan and General Plan. The most significant is in
respect to the Historic Resources with the timeframe change from "perpetuity" to 50 years.
However, staff notes the City has not abdicated its land use control for the Historic site
because the City will process a General Plan Amendment to Public/Semi-Public at the time
of the final master plan review for the development of the remainder Home Ranch site.
The proposed amendment updates the agreement with respect to the Owner's obligations
and preservation terms of the historic structures, and guarantees preservation and public
access for 50 years. Commission believes the proposed amendment is consistent with the
intent of the original agreement and the mitigation program of the Home Ranch EIR.
IY00
Akwa4z
MINOO ASHABI, AlKIMBERLY B DT, AICP
Senior Planner Development S ices Director
Distribution: City Manager
Assistant City Manager
City Attorney
Historic Preservation Committee
Public Services Director
Fire Chief
Fire Protection Analyst
Transportation Manager
Recreation Manager
City Clerk (2)
Staff (4)
File (2)
Mr. Justin McCusker
C.J. Segerstrom and Sons
3315 Fairview Road
Costa Mesa, CA 92626
Attachment: 1. Vicinity Map
2. City Council Resolution
3. City Council Ordinance
4. Sales Tax Spreadsheet
File: 070610HomeRanchDA I Date: 062210 1 Time: 2:30 p.m.
ATTACHMENT
VICINITY MAP
HOME RANCH DEVELOPMENT
AGREEMENT
DA -10-01
ATTACHMENT 2
RESOLUTION NO. 10-
A RESOLUTION OF CITY COUNCIL OF THE CITY OF COSTA
MESA FINDING DEVELOPER IN COMPLIANCE WITH HOME
RANCH DEVELOPMENT AGREEMENT (DA -00-01)
THE CITY COUNCIL OF THE CITY OF COSTA MESA HEREBY RESOLVES AS
FOLLOWS:
WHEREAS, on December 3, 2001, the City Council of the City of Costa Mesa
adopted Ordinance No. 01-29 approving Development Agreement DA -00-01 for the
Segerstrom Home Ranch Project;
WHEREAS, on September 15, 2003, the City Council of the City of Costa Mesa
adopted Ordinance No. 03-9 approving the first amendment to the Development
Agreement DA -00-01 for the Segerstrom Home Ranch Project relating to surplus
transportation fees and the Huscroft House contribution;
WHEREAS, on March 20, 2007, the City Council of the City of Costa Mesa
adopted Ordinance No. 07-5 approving the second amendment to the Development
Agreement for the Segerstrom Home Ranch Project relating to the Susan Street Exit
Ramp Project;
WHEREAS, a duly noticed public hearing was held by the Planning Commission
on May 10, 2010 pursuant to the procedures described in Council Resolution No. 88-53.
At this hearing, the Planning Commission recommended that the City Council find the
developer in compliance with the Home Ranch Development Agreement and approve the
proposed third amendment to the agreement;
WHEREAS, a duly noticed public hearing was held by the City Council on July 6,
2010 pursuant to the procedures described in Council Resolution No. 88-53. At this
hearing, the City Council considered the evidence, the testimony presented by the public
regarding the annual review and proposed Third Amendment to Development Agreement
DA -00-01 between the City of Costa Mesa and C.J. Segerstrom & Sons, Henry T.
Segerstrom Properties LLC, a California limited liability company, and Ruth Ann Moriarty
Properties LLC, a California limited liability company (collectively referred to as "CJS").
WHEREAS, an annual review of Development Agreement DA -00-01 provides
analysis related to the Developer's compliance with the terms, conditions, and obligations
as set forth in the agreement;
BE IT RESOLVED that the City Council finds the Developer in compliance with the
terms, conditions, and obligations of Development Agreement DA -00-01.
PASSED AND ADOPTED this 6t" day of July, 2010.
ATTEST:
City Clerk of the City of Costa Mesa
a
ALLAN R. MANSOOR
Mayor of the City of Costa Mesa
APPROVED AS TO FORM:
City Attorney
ATTACHMENT 3
ORDINANCE NO. 10 -
AN ORDINANCE OF THE CITY COUNCIL OF COSTA
MESA, CALIFORNIA ADOPTING THIRD AMENDMENT TO
HOME RANCH DEVELOPMENT AGREEMENT DA -00-01
FOR HOME RANCH PROPERTY LOCATED NORTH OF
THE INTERSTATE 1-405, EAST OF HARBOR
BOULEVARD, AND SOUTH OF SUNFLOWER AVENUE
THE CITY COUNCIL OF THE CITY OF COSTA MESA DOES HEREBY ORDAIN AS
FOLLOWS:
WHEREAS, a duly noticed public hearing was held by the City Council on July 6,
2010 pursuant .to the procedures described in Council Resolution No. 88-53. At this
hearing, the City Council considered the evidence, the testimony presented by the
public regarding the annual review and proposed Third Amendment to Development
Agreement DA -00-01 between the City of Costa Mesa and C.J. Segerstrom & Sons,
Henry T. Segerstrom Properties LLC, a California limited liability company, and Ruth
Ann Moriarty Properties LLC, a California limited liability company (collectively referred
to as "CJS").
SECTION 1: ADOPTION OF THIRD AMENDMENT TO HOME RANCH
DEVELOPMENT AGREEMENT DA -00-01.
The City Council HEREBY ADOPTS the Third Amendment to the Home Ranch
Development Agreement DA -00-01, as shown in EXHIBIT "1"., The Third Amendment
specifies the following changes to the terms and conditions of the Agreement:
(1) The amendment extends the duration of Agreement for an additional 13 years,
from January 2017 to January 2030.
(2) The amendment clarifies that the $5 million sales tax cumulative sales tax
guarantee is satisfied.
(3) The amendment increases the future Fire Station size from 30,000 to 40,000
square feet, identifies a parcel size of 200 feet by 200 feet, and specifies a
location with direct access from South Coast Drive.
(4) The amendment modifies provisions related to historic and cultural resources,
including but not limited to: a change in the historic site/structures preservation
period from "perpetuity" to "50 years", defining maintenance responsibilities,
specifying public access to one day a year, and establishing provisions for the
historic reserve account.
(5) The amendment requires recordation of a land use restriction specifying a 50 -
year guarantee for maintenance and public access to the historic site/structures.
(6) The amendment reiterates that future relocation of historic structures are subject
to additional expert analysis and environmental review.
Council adoption of the Third Amendment to Home Ranch Development Agreement
DA -00-01 is pursuant to the following findings:
(1) The amendment is consistent with the 2000 General Plan and North Costa Mesa
Specific Plan;
(2) The amendment is compatible with the uses authorized in, and existing land
uses prescribed for the zoning district in which the real property covered by the
Third Amendment to the Development Agreement is located; and,
(3) The amendment promotes the public necessity, public convenience, general
welfare, and good land uses practices.
(4) The amendment is not found to be detrimental to the public's health, safety and
general welfare, or adversely affect the development of the property;
(5) The amendment promotes and encourages the development of the proposed
project by providing stability and certainty to the developer, and provide to the
City and its citizens the public benefits promised in the Development Agreement
and subsequently approved amendments to date;
SECTION 2. ENVIRONMENTAL DETERMINATION. The proposed third amendment
was processed in accordance with the requirements of the California Environmental
Quality Act (CEQA), the State CEQA Guidelines, and the City of Costa Mesa
Environmental Guidelines, and is considered to be within the scope of the Final
Program Environmental Impact Report SCH No. 2000071050 and the Mitigation
Monitoring Program for Segerstrom Home Ranch Development project adopted on
December 3, 2001;
SECTION 3. INCONSISTENCIES. Any provision of the Costa Mesa Municipal Code
or appendices thereto inconsistent with the provisions of this Ordinance, to the extent of
such inconsistencies and no further, is hereby repealed or modified to that extent
necessary to affect the provisions of this Ordinance.
I/
SECTION 4. SEVERABILITY. If any provision or clause of this ordinance or the
application thereof to any person or circumstances is held to be unconstitutional or
otherwise invalid by any court of competent jurisdiction, such invalidity shall not affect
other provisions or clauses or applications of this ordinance which can be implemented
without the invalid provision, clause or application; and to this end, the provisions of this
ordinance are declared to be severable.
SECTION 5. PUBLICATION. This ordinance shall take effect and be in full force thirty
(30) days from and after the passage thereof, and, prior to the expiration of fifteen (15)
days from its passage, shall be published once in the ORANGE COAST DAILY PILOT,
a newspaper of general circulation, printed and published in the City of Costa Mesa or,
in the alternative, the City Clerk may cause to be published a summary of this
Ordinance and a certified copy of the text of this Ordinance shall be posted in the office
of the City Clerk five (5) days prior to the date of adoption of this Ordinance, and within
fifteen (15) days after adoption, the City Clerk shall cause to be published the
aforementioned summary and shall post in the office of the City Clerk a certified copy of
this Ordinance together with the names of the members of the City Council voting for
and against the same.
PASSED AND ADOPTED this day of
ATTEST:
City Clerk of the City of Costa Mesa
2010.
ALLAN R. MANSOOR
Mayor of the City of Costa Mesa
APPROVED AS TO FORM:
City Attorney
Home Ranch Development - Sales Tax Summary ATTACHMENT 4
13
Period
Generated by IKEA
and Emulex
Cumulative
Sales Tax
FIRST YEAR IKEA OPENED (2003)
Quarter 1
Quarter 2
Quarter 3
07/01/03-09/30/03
$239,384
Quarter
10/01/03-12/31/03
$206,038
TOTAL
$445,422?$445;422
SECOND YEAR IKEA OPENED (2004)
Quarter 1
01/01/04-03/31/04
$206,718
Quarter 2
04/01/04-06/30/04
$204,839
Quarter 3
07/01/04-09/30/04
$255,547
Quarter
10/01/04-12/31/04
$220,239
TOTAL
$887,343
MARA32,%fi5
YEAR ONE (2005) PER DEVELOPMENT AGRMNT
$750,000 Guaranteed
Quarter 1
01/01/05-03/31/05
$224,124
Quarter 2
04/01/05-06/30/05
$234,823
Quarter
07/01/05-09/30/05
$279,444
Quarter 4
10/01/05-12/31/05
$235,519
TOTAL
$973,910
$2306;675
YEAR TWO (2006) PER DEVELOPMENT AGRMNT
$750,000 Guaranteed
Quarter
01/01/06-03/31/06
$231,333___
Quarter 2
04/01/06-06/30/06
$235,449
Quarter 3
07/01/06-09/30/06
$278,491
Quarter
10/01/06-12/31/06
TOTAL
$233,652
$978,925385;640
YEAR THREE (2007) PER DEVELOPMENT AGRMNT
$1,000,000 Guaranteed
Quarter 1
01/01/07-03/31/07
$239,574
Quarter 2
04/01/07-06/30/07
$232,314
Quarter 3
07/01/07-09/30/07
$269,042
Quarter
10/01/07-12/31/07
$238,301
TOTAL
$979,231:
$426483
YEAR FOUR (2008) PER DEVELOPMENT AGRMNT
$1,250,000 Guranteed
Quarter 1
01/01/08-03/31/08
$227,761
Quarter
04/01/08-06/30/08
$247,166
Quarter 3
07/01/08-09/30/08
$230,111
Quarter
10/01/08-12/31/08
$x1n89,443
fi G
.Ci
'c%-a�`+'M_� *No a �mula �kve sale X ju an ee ac`h',3.
Wtelo
YEAR FIVE (2009) PER DEVELOPMENT AGRMNT
$1,250,000 Guranteed
Quarter 1
01/01/09-03/31/09
$210,878
Quarter 2
04/01/09-06/30/09
$208,670
Quarter 3
07/01/09-09/30/09
$240,473
Quarter
10/01/09-12/31/09
Not Available
TOTAL
$660,021
Total Cumulative Sales Tax After Opening in 2003
Grand Total
$5,819,333
$5,819,333
Difference in Annual Sales Tax Reporting based on Guaranteed Minimums for Year Three
$20,769
Difference in Annual Sales Tax Reporting based on Guaranteed Minimums for Year Four
$355,519
Difference in Annual Sales Tax Reporting based on Guaranteed Minimums for Year Five
Not available
13
EXHIBIT 1
EXEMPT RECORDING PER GOVERNMENT CODE
SECTION 6103
Recording Requested by CITY OF COSTA MESA
When Recorded Mail to:
CITY OF COSTA MESA
ATTENTION: City Clerk
P.O. BOX 1200
COSTA MESA, CALIFORNIA 92628-1200
Title of the Document:
THIRD AMENDMENT TO THE DEVELOPMENT AGREEMENT FOR
HOME RANCH
by and between
CITY OF COSTA MESA
and
. C.J. SEGERSTROM & SONS, HENRY T. SEGERSTROM
PROPERTIES LLC AND RUTH ANN MORIARTY. PROPERTIES, LLC
DA -00-01
Ordinance No. 01-29
REGARDING ORIGINAL DEVELOPMENT AGREEMENT FOR HOME RANCH (DA -00-01):
Recorded in Official Records, County of Orange
Recording Number: 20020229863
Recording Date: 3/20/2002
Third Amend to Home Ranch Dev Agreement 4-27-10
�y
RECORDING REQUESTED BY
AND WHEN RECORDED RETURN TO:
CITY OF COSTA MESA
77 Fair Drive
Costa Mesa, CA 92626
Attn: CITY Clerk
(Space Above This Line for Recorder's Use)
This Third Amendment to the Development Agreement for
Home Ranch Development Property is recorded at the request
and for the benefit of the CITY of Costa Mesa and is exempt
from the payment of a recording fee pursuant to Government
Code § 6103
CITY OF COSTA MESA
By:
Its:
Dated:
THIRD AMENDMENT TO THE
DEVELOPMENT AGREEMENT FOR
HOME RANCH
by and between
CITY OF COSTA MESA
and
C.J. SEGERSTROM & SONS, HENRY T. SEGERSTROM PROPERTIES LLC AND RUTH
ANN MORIARTY PROPERTIES, LLC
DA -00-01
Ordinance No. 01-29
Third Amend to Home Ranch Dev Agreement
THIRD AMENDMENT TO THE
DEVELOPMENT AGREEMENT FOR HOME RANCH
THIS THIRD AMENDMENT TO THE DEVELOPMENT AGREEMENT FOR HOME
RANCH (the "Amendment") is executed this day of , 2010, by and
between The City of Costa Mesa, a Municipal Corporation of the State of California (the
"City"), and C.J. Segerstrom & Sons, a California general partnership, Henry T. Segerstrom
Properties, LLC, a California limited liability company, and Ruth Ann Moriarty Properties,
LLC, a California limited liability company (collectively, "CJS"), with respect to the following:
RECITALS
A. City and CJS entered into that certain Development Agreement for Home
Ranch dated as of December 3, 2001 (the "Original Agreement"), as amended by that certain
First Amendment to the Development Agreement for Home Ranch effective October 15, 2003
(the "First Amendment"), and that certain Second Amendment to the Development Agreement
for Home Ranch dated as of April 3, 2007 (the "Second Amendment"). The Original
Agreement, First Amendment and Second Amendment are herein referred to as the
"Development Agreement." The Development Agreement provides for construction of the
Home Ranch Project, as defined in the Original Agreement.
B. Exhibit "F" to the Original Agreement sets forth certain community
benefits to be provided by CJS, and City and CJS desire to memorialize that many of the
community benefits have been provided by CJS. As to the remaining community benefits
relating to cultural resources and fire station, City and CJS desire to provide more specificity and
otherwise update and clarify these requirements.
Agreement.
C. Finally, City and CJS desire to extend the term of the Development
AGREEMENT
IN CONSIDERATION OF the foregoing Recitals, and for good and valuable
consideration, CJS and City agree as follows:
1. Duration of Agreement. The Development Agreement is hereby extended
and shall be operative and continue until that date which is twenty (20) years from the date of
this Amendment, subject to earlier termination upon the completion, performance and discharge
of all obligations thereunder.
Third Amend to Home Ranch Dev Agreement 2
2. Community Benefits — Owner's Obligations Fulfilled. City and CJS agree
that all obligations of CJS set forth in the following provisions of Exhibit "F" to the Original
Agreement (Community Benefits Provided by Owner) have been satisfied in full:
(a) The first four subheadings of Section A, entitled "Improvements Required
in Accordance with the General Plan" (which called for CJS to pay City $3,888,910),
"Improvements Required by Project Beyond the General Plan" (which called for CJS to pay City
$4,578,400), "Site Access Improvements" and "Susan Street Offramp."
(b) Section C entitled "Contribution to Educational Advancement for Costa
Mesa Students" (which called for CJS to pay City $2,000;000).
(c) Section D entitled "Contribution for High School Athletic Facilities"
(which called for CJS to pay City $250,000).
(d) Section E entitled "Contribution to Restoration of Huscroft House" (which
called for CJS to pay City $200,000).
(e) Section F entitled "Residential Component."
(f) Section H entitled "Sales and Use Tax Guarantee" (which called for CJS
to guarantee payment to City of $5,000,000).
All obligations of CJS under the foregoing referenced provisions have been fulfilled and thus
these provisions are of no further force or effect in the Development Agreement.
3. Cultural Resources.
a. Historic Structures. The Segerstrom Home, Garage, Tool Shed (formerly
erroneously referred to as a guesthouse) and Barn (collectively, the "Historic Structures") as
shown on Exhibit "A" to this Amendment have been preserved since before the Effective Date
and shall continue to be preserved for historic resource purposes from the date of this
Amendment through that date which is fifty (50) years from the date of this Amendment (the
"Historic Term"), in accordance with the following:
i. The Historic Structures and the 1.5 acre site on which the Historic
Structures are located, as more specifically shown on Exhibit "A" (the "Historic Site"), shall be
maintained in substantially the same condition as existing as of the date of this Amendment at
the sole cost of the owner of the Historic Site (the "Historic Site Owner"), except as to costs
funded through the Historic Reserve Account as provided below. Notwithstanding anything to
the contrary in the foregoing, the Historic Site Owner, at its sole cost, may move the Barn to any
location within the Historic Site as selected by the Historic Site Owner, subject to compliance
with all mitigation measures for the Home Ranch Project and the City's building codes and
regulations, in each case as then applicable to relocation of the Barn.
ii. The boundary(s) of the Historic Site may be modified from that
shown on Exhibit "A" by the Historic Site Owner with the approval of the City's Development
Services Director, which approval shall be granted so long as (A) the Historic Site continues to
Third Amend to Home Ranch Dev Agreement 3
j7
include all of the Historic Structures (or will continue to include all the Historic Structures
following relocation of the Barn as permitted above), (B) the Historic Site continues to include at
least 1.5 acres, (C) the modification to the boundary(s) does not have a material adverse effect on
the Historic Site, and (D) the modification to the boundary(s) comport with any approved Master
Plan(s) for the adjoining, touching property.
iii. Commencing with the calendar year 2011, the Historic Site shall
be open to the public by the Historic Site Owner at least one day per calendar year. Access on or
inside the Historic Structures is not required.
b. Recorded Use Restrictions. Substantially concurrently with the execution
of this Amendment, CJS shall execute and record on the Historic Site, for the benefit of the City,
the Declaration of Historic Use Restrictions attached hereto as Exhibit `B" (the "Use
Restrictions"). As more particularly set forth therein, the Use Restrictions shall run with the
land and impose on CJS and each successive Historic Site Owner, during the period of its
ownership, the requirements set forth above in paragraph 3(a) for the period of the Historic
Term. As with the Use Restrictions, paragraph 3 (a) above shall terminate and be of no further
force or effect with the expiration of the Historic Term. During the Historic Term, as part of any
subdivision map or any other entitlement process that is otherwise consistent with the City's
requirements, City may not impose on CJS or any successive owner of the Property additional
obligations or requirements with respect to permitted use, preservation, public access or
maintenance of the Historic Structures or Historic Site. CJS acknowledges that City's adopted
General Plan, zoning and Specific Plan for the Historic Site impose restrictions preventing
alternative use of the site, and nothing herein is intended to in any way modify said General Plan,
zoning or Specific Plan.
C. Historic Reserve Account. Within one year of the date of this
Amendment, CJS shall fund a segregated reserve account with the City in the amount of
$260,000 (the "Initial Fund"). The Initial Fund shall be held by the City in an interest bearing
deposit account, subject to the terms of this paragraph 3(c). The term "Historic Reserve
Account" as used herein means all amounts in such interest bearing account. The Historic
Reserve Account is intended to be utilized for purposes of providing financial support for the
costs of maintaining, operating and preserving the Historic Structures and Site (including listing
the Historic Site on the State Registry) as follows:
(i) For so long as the Historic Site is owned by CJS, the Historic
Reserve Account shall be utilized solely for:
A. Extraordinary costs incurred by CJS in maintaining the Historic
Structures and Site, as requested by CJS and authorized by the
City in accordance with a mutually agreed upon process. The
Initial Fund shall be used first in its entirety to fund any
extraordinary cost prior to City authorizing the use of any
accrued interest in the Historic Reserve Account; and
Third Amend to Home Ranch Dev Agreement 4
/S
B. If the Historic Structures are relocated off the Historic Site as
discussed in paragraph 3(f) below, costs incurred by CJS in the
physical relocation of the Historic Structures. The Historic
Reserve Account may not be used for application costs,
processing fees, or legal or environmental documentation
relating to relocation of the Historic Structures. Following
relocation of the Historic Structures, any remaining balance of
the Historic Reserve Account shall be transferred by the City to
the then owner of the Historic Structures; and there shall no
longer be a Historic Reserve Account with the City or any
requirement hereunder for a Historic Reserve Account.
C. If the Historic Reserve Account still exists as of the expiration
of the Historic Term, then the Historic Reserve Account shall
be disbursed by the City to CJS and the City as follows: any
remaining balance of the Initial Fund shall first belong and be
paid to CJS; any remaining balance, consisting of all accrued
interest, shall be shared and paid evenly (50/50) between CJS
and the City. Following such disbursements, there shall no
longer be a Historic Reserve Account with the City or any
requirement hereunder for a Historic Reserve Account.
(ii) If ownership of the Historic Site is transferred during the Historic
Term as permitted in paragraph 3(e) below, the entire balance of the Historic Reserve Account
shall be transferred by the City to the Permitted Transferee (as defined below); and there shall no
longer be a Historic Reserve Account with the City or any requirement hereunder for a Historic
Reserve Account.
The Historic Reserve Account may not be used for any purposes other than as described in this
paragraph 3(c).
d. Mitigation Measure Fulfilled. Upon the last to occur of recordation of the
Use Restrictions in the official records of Orange County, California, and funding of the Initial
Fund by CJS to the City, all obligations and responsibilities of CJS with respect to the following
portion of a mitigation measure for the Home Ranch Project (referenced in the Final Program
EIR No. 1048 as mitigation measure 3.10.4(3)), with the exception of the identification of site
buffering issues, shall be fully satisfied: "At such time that the applicant proposes a Master Plan
for.the balance of the project site, the precise boundaries of the preservation area, transfer of
development rights, transfer of ownership to the City of Costa Mesa or a non-profit
agency/organization, provisions for long-term preservation, and site buffering issues shall be
identified."
e. Transfer of Historic Site. CJS may at CJS's election transfer ownership of
the Historic Site, subject to the Use Restrictions, to any one of the following ("Permitted
Transferee"): (i) any nonprofit entity (including without limitation a nonprofit entity owned or
controlled by CJS), (ii) the City, (iii) another government agency or (iv) another private owner.
Third Amend to Home Ranch Dev Agreement 5 / 9
f. Relocation of Structures. Notwithstanding anything to the contrary above
in this paragraph 3, CJS or any successive Historic Site Owner may apply to the City, at the sole
cost of the Historic Site Owner, for a determination as to whether the Historic Structures may be
relocated off the Historic Site to an alternative site which must be located in the City of Costa
Mesa. Any proposal to relocate the Historic Structures must comport with all then applicable
requirements which may include without limitation additional expert studies (at the Historic Site
Owner's cost), additional public processing and new discretionary approval by the City. City is
not hereby obligating itself to approve any relocation. In connection with any off-site relocation
proposal, an ad hoc committee appointed by the City Council will be activated and charged with
reviewing the proposed relocation plan for the Historic Structures and making recommendations
to the City Council. The ad hoc committee will include a representative from each of the Costa
Mesa Historic Preservation Committee, Costa Mesa Historical Society, City and Historic Site
Owner. All off-site relocation plans must address maintenance obligations and preservation of
the Historic Structures for the remainder of the Historic Term. No alternative site for the
Historic Structures has been identified at this time. The alternative site may or may not be owned
by CJS. If the Historic Structures are relocated to an alternative site as discussed in this
paragraph, then the Historic Site shall be relieved of the obligations of paragraph 3(a) above and
the Use Restrictions, but the alternative site shall be burdened by all such restrictions as may be
imposed by the City in connection with the relocation.
g. Development Rights. All development rights for the Historic Site,
including square footage and trip budget, are transferred and belong to the remainder of the
Home Ranch Project south of South Coast Drive and east of Susan Street, excluding the Fire
Station Site.
h. Original Agreement Amended. The entirety of Section B in Exhibit "F"
to the Original Agreement (entitled "Cultural Resources") is hereby deleted from the
Development Agreement and shall be of no further force or effect.
4. Fire Station.
a. Study Completed. The fire suppression study called for in Section G in
Exhibit "F" to the Original Agreement (entitled "Fire Station") has been completed by the City
and it has been determined that a new fire station is needed in the Home Ranch area. In addition,
City's Fire Department has determined that its preferred fire station will require more square
footage than the 30,000 square feet required under the Original Agreement.
b. Fire Station Site. The fire station shall be located on the Home Ranch on a
square parcel consisting of 40,000 square feet (200 feet deep by 200 feet wide) fronting on South
Coast Drive as more particularly shown on Exhibit "C" attached hereto (the "Fire Station Site").
City shall provide one year prior notice to CJS of City's intent to commence construction of a
fire station on the Fire Station Site, and CJS shall convey the Fire Station Site to City upon
notice from City that City has issued construction documents initiating the bidding process for
the fire facility. The Fire Station Site shall be conveyed to City subject to a deed restriction
providing that the Site may be used solely for fire station purposes. Costs of conveying the Fire
Third Amend to Home Ranch Dev Agreement 6 OXO
Station Site to the City shall be the sole responsibility of CJS. If construction of a fire facility
has not commenced on the Fire Station Site before expiration of the Development Agreement (as
extended in paragraph 1 above), the Fire Station Site shall be conveyed by City back to the
original CJS owner. Costs of reconveying the Fire Station Site back to the original CJS owner
shall be the sole responsibility of City. CJS's obligation to convey the Fire Station Site to the
City terminates with. expiration of the Development Agreement.
C. Owner's Development. Nothing contained in this paragraph 4 above shall
be deemed or construed to preclude the exercise of all development rights granted or reserved to
CJS in the Development Agreement. In other words, development of the Property, or any
portion(s) thereof, shall not be conditioned upon construction by City of the fire station. In
addition, prior to conveyance of the Fire Station Site to the City or subsequent to the conveyance
of the site to the City but prior to construction of the fire station, the location of the Fire Station
Site may be moved along South Coast Drive to accommodate development of the Property or
any portion(s) thereof, subject to review and approval of the City.
d. Home Ranch Entrances. City expressly agrees that the remainder of the
Home Ranch Project south of South Coast Drive and east of Susan Street shall be entitled to at
least one dedicated full entrance (left and right turn in and out) on South Coast Drive between
Fairview Road and Susan Street and one dedicated full entrance on Susan Street. Development
of the fire station shall preserve these entrances for development of the remainder of the Home
Ranch Project.
e. Fire Impact Fees. On or before 20 days after execution of this
Amendment by all parties, CJS shall pay to City $264,210.38 as the full and final payment due
for any reason under Section G of Exhibit "F" to the Original Agreement (entitled "Fire
Station"), including without limitation due for fire impact fees or for cost of building
construction and site improvement costs. No other amounts whatsoever shall be due under said
Section G.
f. Development Rights. All development rights for the Fire Station Site,
including square footage and trip budget, are transferred and belong to the remainder of the
Home Ranch Project south of South Coast Drive and east of Susan Street, excluding the Historic
Site.
g. Original Agreement Amended. In the event of any conflict between the
terms of this paragraph 4 and Section G in Exhibit "F" to the Original Agreement (entitled "Fire
Station"), the provisions of this paragraph 4 shall control.
5. Exhibits. The Exhibits attached to this Amendment are incorporated
herein by this reference.
6. Conflicts. Except as otherwise set forth herein to the contrary, all terms
and provisions of the Development Agreement shall remain unamended and continue in full
force and effect. This Amendment with the Development Agreement shall be construed together
Third Amend to Home Ranch Dev Agreement 7 �/
and shall constitute one agreement. In the event of any inconsistency between this Amendment
and the Development Agreement, the provisions of this Amendment shall prevail.
7. Defined Terms. All capitalized terms used herein and not defined herein
shall bear the same meanings as set forth in the Development Agreement.
8. Counterparts. This Amendment may be executed in two (2) or more
counterparts, each of which shall be deemed an original, but all of which shall be deemed to
constitute one instrument. It shall not be necessary that all signatories execute the same
counterpart(s) of this Amendment for this Amendment to become effective.
[Signature Page Follows]
Third Amend to Home Ranch Dev Agreement 8 n
IN WITNESS WHEREOF, the parties hereto have executed this Third Amendment to the
Development Agreement for Home Ranch as of the date first above written.
CITY OF COSTA MESA,
A municipal corporation
Mayor of Costa Mesa
ATTEST:
Deputy City Clerk and ex -officio Clerk
of the City of Costa Mesa
APPROVED AS TO FORM:
City Attorney, City of Costa Mesa
Third Amend to Home Ranch Dev Agreement 9 ou
C.J. SEGERSTROM & SONS, a California general
partnership
By Henry T. Segerstrom Management LLC, a
California limited liability company,
Manager
By
OR
By
Manager
Alternate Manager
AND
By HTS Management Co., Inc., a California
corporation, Manager
By
Title: Senior Vice President
HENRY T. SEGERSTROM PROPERTIES LLC,
a California limited liability company
By Henry T. Segerstrom Management LLC,
a California limited liability company,
Manager
By
Henry T. Segerstrom, Manager
RUTH ANN MORIARTY PROPERTIES LLC,
a California limited liability company
By
Its:
Third Amend to Home Ranch Dev Agreement 10 ��
Exhibits
A Historic Structures and Historic Site
B Historic Use Restrictions
C Fire Station Site
Third Amend to Home Ranch Dev Agreement 11
a�
STATE OF CALIFORNIA )
COUNTY OF ORANGE )
On , 2010 before me, , Notary
Public, personally appeared , who proved to me on the basis
of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature
(Seal)
STATE OF CALIFORNIA )
COUNTY OF ORANGE )
On , 2010 before me, , Notary
Public, personally appeared , who proved to me on the basis
of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument. '
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature
(Seal)
Third Amend to Home Ranch Dev Agreement
a6
STATE OF CALIFORNIA )
COUNTY OF ORANGE )
On , 2010 before me, , Notary
Public, personally appeared , who proved to me on the basis
of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature
(Seal)
STATE OF CALIFORNIA )
COUNTY OF ORANGE )
On , 2010 before me, , Notary
Public, personally appeared , who proved to me on the basis
of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/theif
authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature
(Seal)
Third Amend to Home Ranch Dev Agreement a? 7
STATE OF CALIFORNIA )
COUNTY OF ORANGE )
On , 2010 before me, , Notary
Public, personally appeared , who proved to me on the basis
of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within
instrument and acknowledged to me that he/she/they executed the same in his/her/their
authorized capacity(ies), and that,by his/her/their signature(s) on the instrument the person(s), or
the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my. hand and official seal.
Signature
(Seal)
Third Amend to Home Ranch Dev Agreement 99
'ALL BOUNDARIES ARE APPROXIMATE
AND SUBJECT TO CHANGE.
_ � SOUTH COAST DRIVE
GARAGE—
TOOL SHED
BARN
SAN DIEGO FREEWAY
(ROUTE 405)
EXHIBI T A
------ ------ ------
Parcel
-----Parcel 1 of
Parcel Map 84-379
I I
1452'
r — f c
t86, .. . .
HISTORIC SljE . 0'
1.5
I 1320"
SEGERSTROM
HOME
- J
LEGEND. i
ED Historic Site
Historic Structures
0
EXEMPT RECORDING PER GOVERNMENT CODE
SECTION 6103
Recording Requested by CITY OF COSTA MESA
When Recorded Mail to:
CITY OF COSTA MESA
ATTENTION: City Clerk
P.O. BOX 1200
COSTA MESA, CALIFORNIA 92628-1200
DECLARATION OF SPECIAL LAND USE RESTRICTIONS
(Segerstrorn Home Ranch Historic Site)
Exhibit B to Third Amendment to Development Agreement
Special Land Use Restrictions Home Ranch Historic Site 4-26-10
30
DECLARATION OF SPECIAL LAND USE RESTRICTIONS
(Segerstrom Home Ranch Historic Site)
THIS DECLARATION OF SPECIAL LAND USE RESTRICTIONS ("Declaration") is
executed this day of , 2010, by C.J. Segerstrom & Sons, a
California general partnership ("CJS"), with reference to the following:
RECITALS
A. CJS together with its affiliates Henry T. Segerstrom Properties, LLC, a
California limited liability company, and Ruth Ann Moriarty Properties, LLC, a California
limited liability company (collectively, "Owner") are parties with the City of Costa Mesa, a
municipal corporation of the State of California (the "City"), to that certain Development
Agreement for Home Ranch dated as of December 3, 2001, as amended by First Amendment to
the Development Agreement for Home Ranch effective October 15, 2003, Second Amendment
to the Development Agreement for Home Ranch dated as of April 3, 2007, and Third
Amendment to the Development Agreement for Home Ranch dated (collectively, the
"Development Agreement"). The Development Agreement entitles Owner to develop certain
property in Costa Mesa, California as more particularly described therein (the "Property").
B. The Development Agreement sets forth certain community benefits to be
provided by Owner with respect to the Segerstrom Home, Garage, Tool Shed and Barn
(collectively the "Historic Structures") located on a 1.5 acre portion of the Property (the
"Historic Site"), all as more particularly shown on Exhibit A to this Declaration. Specifically,
Owner has agreed to encumber the Historic Site with the specific covenants, conditions,
restrictions and limitations set forth herein (collectively, the "Restrictions") to provide for the
preservation of the Historic Structures for the benefit of the City for a period of 50 years.
C. CJS is the current owner of the Historic Site and enters into this
Declaration to encumber the Historic Site with the Restrictions as required under the
Development Agreement.
DECLARATION
NOW, THEREFORE, in consideration of the foregoing Recitals, and for good and
valuable consideration, CJS hereby declares as follows:
1. Term. This Declaration and all of the terms and provisions set forth herein
shall continue in full force and effect from (Date of Third Amendment to Development
Agreement] until _Same Day and Month as Third Amendmentl , 2060 (the
"Term").
.3/
2. Preservation of Historic Structures. The Historic Structures shall be
maintained throughout the Term in substantially the same condition as existing as of the date of
this Declaration at the sole cost of the owner of the Historic Site (the "Historic Site Owner").
Notwithstanding anything to the contrary in the foregoing, the Historic Site Owner, at its sole
cost, may move the Barn to any location within the Historic Site as selected by the Historic Site
Owner, subject to compliance with all mitigation measures and building code and regulations
then applicable to relocation of the Barn.
3. Historic Site Boundary. The boundary(s) of the Historic Site may be
modified from that shown on Exhibit A by the Historic Site Owner with the approval of the
City's Development Services Director, which approval shall be granted so long as (a) the
Historic Site continues to include all of the Historic Structures (or will continue to include all the
Historic Structures following relocation of the Barn as permitted above), (b) the Historic Site
continues to include at least 1.5 acres, (c) the modification to the boundary(s) does not have a
material adverse effect on the Historic Site, and (d) the modification to the boundary(s) comport
with any City approved master development plan(s) for the adjoining, touching property.
4. Public Access. Commencing with the calendar year 2011 and thereafter
throughout the Term, the Historic Site shall be open to the public by the Historic Site Owner at
least one day per calendar year. Access on or inside the Historic Structures is not required.
5. Relocation of Structures. Notwithstanding anything to the contrary above
in this Declaration, the Historic Site Owner may apply to the City, at the sole cost of the Historic
Site Owner, for a determination as to whether the Historic Structures may be relocated off the
Historic Site to an alternative site which must be located in the City .of Costa Mesa. Any
proposal to relocate the Historic Structures must comport with all then applicable requirements
which may include without limitation additional expert studies (at the Historic Site Owner's
cost), public processing and new discretionary approval by the City. City is not obligated to
approve any relocation. In connection with any off-site relocation proposal, an ad hoc committee
appointed by the City Council will be activated and charged with reviewing the proposed
relocation plan for the Historic Structures and making recommendations to the City Council.
The ad hoc committee will include a representative from each of the Costa Mesa Historic
Preservation Committee, Costa Mesa Historical Society, City and Historic Site Owner. All off-
site relocation plans must address maintenance obligations and preservation of the Historic
Structures for the remainder of the Historic Term. No alternative site for the Historic Structures
has been identified at this time. The alternative site may or may not be owned by Owner.
Notwithstanding anything to the contrary herein, if the Historic Structures are relocated to an
alternative site as discussed in this paragraph and the alternative site is burdened by such
restrictions as may be imposed by the City in connection with such relocation, then this
Declaration shall automatically terminate and be of no further force or effect with respect to the
Historic Site.
Restrictions for Benefit of City.
a. Remedies. This Declaration is entered into for the exclusive benefit of
the City, and in the event of any breach of the Restrictions, City at its sole option and discretion
2
�a�
may enforce any and all rights and remedies to which City may be entitled in law or equity. City
alone has the right to enforce the Restrictions, and City may not assign any of its rights and
powers under this Declaration.
b. Right to Inspect. City or its authorized representatives may from time
to time during reasonable business hours enter upon the Historic Site to ascertain compliance
with the Restrictions; provided City shall give the Historic Site Owner at least five business days
prior written notice of the date and time of its entrance.
c. Amendments. This Declaration may be amended only in writing
executed by the City and the Historic Site Owner.
d. Right to Cure. The Historic Site Owner shall not be deemed in breach
of the Restrictions unless and until City shall have provided the Historic Site Owner with written
notice describing the breach and Historic Site Owner shall have failed to cure such breach within
30 days of receipt of such notice; provided that if the breach is not reasonably susceptible of cure
within the 30 day period, then the Historic Site Owner shall have a reasonable time to cure same
so long as Historic Site Owner has commenced such cure within the 30 day period and thereafter
diligently prosecutes the cure to completion.
e. Waiver. No waiver of any breach of any of the Restrictions shall be
implied from any omission by City to take any action on account of such breach, and no express
waiver shall affect a breach or default other than as specified in said waiver.
f. Costs of Enforcement. If any action or proceeding shall be instituted
by City to enforce any provision of this Declaration, the party prevailing in such action or
proceeding shall be entitled to recover from the other party all of its costs, including without
limitation court costs and reasonable attorneys' fees.
7. Covenants Run With Land. The Historic Site shall be held, conveyed,
used and occupied during the Term subject to the Restrictions set forth in this Declaration. The
Restrictions are for the benefit of the real property described on Exhibit B attached hereto (the
"Benefitted Property") and are intended and shall be construed as covenants and conditions
running with and binding the Historic Site and every part thereof during the Term. All and each
of the Restrictions shall be binding upon and burden all persons having or acquiring any right,
title or interest in the Historic Site, or any part thereof, for the period of their ownership during
the Term, and shall inure to the benefit of the Benefitted Property and shall be enforceable by the
City, all upon the terms and provisions set forth herein. The Restrictions shall cease to benefit
any portion of the Benefitted Property conveyed by the City to a third party. Every person or
entity who now or hereafter owns or acquires any right, title or interest in the Historic Site is and
shall be conclusively deemed to have consented and agreed to every Restriction contained
herein, whether or not any reference to this Declaration is contained in the instrument by which
such person or entity acquired an interest in the Historic Site.
8. Notices. All notices hereunder shall be in writing and shall be deemed to
have been duly given if and when personally served or 48 hours after being sent by United States
33
certified or registered mail, return receipt requested, postage prepaid, to the applicable party at
the following address:
Historic Site Owner:
C.J. Segerstrom & Sons
3315 Fairview Road
Costa Mesa, CA 92626
Attn: Managing Partner
with a copy to:
C.J. Segerstrom & Sons
3315 Fairview Road
Costa Mesa, CA 92626
Attn: General Counsel
City:
City of Costa Mesa
77 Fair Drive
Post Office Box 1200
Costa Mesa, CA 92628-1200
Attn: City Manager
with a copy to:
City of Costa Mesa
77 Fair Drive
Post Office Box 1200
Costa Mesa, CA 92628-1200
Attn: City Attorney
or at such other address as Historic Site Owner or City may designate to the other in writing in
accordance with the provisions of this paragraph.
9. Governing Law. This Declaration shall be governed by and construed
under the laws of the State of California.
10. Severability. If any portion of this Declaration shall become or be held by
any court of competent jurisdiction to be illegal, null or void or against public policy, for any
reason, the remaining portions of this Declaration shall not be affected thereby and shall remain
in force and effect to the full extent permitted by law.
4 3Y
11. Exhibits. The Exhibits attached to this Amendment are incorporated
herein by this reference.
IN WITNESS WHEREOF, CJS has executed this Declaration as of the date first above
written.
Exhibits
A Historic Structures and Historic Site
B Benefitted Property
C.J. SEGERSTROM & SONS, a California general
partnership
By Henry T. Segerstrom Management LLC, a
California limited liability company,
Manager
Manager
Alternate Manager
AND
By HTS Management Co., Inc., a California
corporation, Manager
By
Title: Senior Vice President
5—
State of California )
COUNTY OF ORANGE )
On , 2010 before me, , Notary
Public, personally appeared and
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are
subscribed to the within instrument and acknowledged to me that he/she/they executed the same
in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument
the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.
I certify under PENALTY OF PERJURY under the laws of the State of California that the
foregoing paragraph is true and correct.
WITNESS my hand and official seal.
Signature
3�
(Seal)
'ALL BOUNDARIES ARE APPROXIMATE
AND SUBJECT TO CHANGE.
C SOUTH COAST DRIVE
---------------------------------------
GARAGE —
TOOL SHED
Parcel 1 of
Parcel Map 84-379 I `
I
1452'
BARN r %/ T . . ®':
tas .. .....,
�.... HISTORIC SITE.
1.5 ac,-:
1320'
PARCEL,
2 I
SAN DIEGO FREEMAY
(ROUTE 405)
EXHIBI T A
SEGERSTROM
HOME
LI
I
i
--------
- - - - - - - - - - - J
II
LEGEND:
Historic Site
LDHistoric Structures
EXHIBIT B
DECLARATION OF SPECIAL LAND USE RESTRICTIONS
(Segerstrom Home Ranch Historic Site)
BENEFITTED PROPERTY
The properties described below shall constitute the "Benefitted Property" for purposes of this
Declaration, provided that any such property shall cease being part of the "Benefitted Property"
at such time as fee title to such property ceases to be owned by the City of Costa Mesa, a
municipal corporation of the State of California.
I. Legal Description of Property at 261 Monte Vista Avenue, Costa Mesa, CA
THE NORTHWESTERLY 165 FEET OF LOT 117 OF TRACT NO. 300 IN THE
CITY OF COSTA MESA, COUNTY OF ORANGE, STATE OF CALIFORNIA, AS
PER MAP THEREOF RECORDED IN BOOK 14, PAGES 11 AND 12 OF
MISCELLANEOUS MAPS, RECORDS OF SAID ORANGE COUNTY.
EXCEPT THAT PORTION LYING SOUTHWESTERLY OF THE NORTHEAST
LINE OF THE LAND CONVEYED TO THE CITY OF COSTA MESA BY
GRANT DEED RECORDED JANUARY 7, 1976 IN BOOK 11614, PAGE 1894 OF
OFFICIAL RECORDS OF SAID ORANGE COUNTY.
II. Other Properties
All other property owned by the City of Costa Mesa in the County of Orange,
California, as of the date of recordation of this Declaration.
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SOUTH COAST DRIVE
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SAN DIEGO FREEWAY
(ROUTE 405) =
'ALL BOUNDARIES ARE APPROXIMATE
AND SUBJECT TO CHANGE.
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