HomeMy WebLinkAboutOrange Housing Development Corporation (OHDC) - 1994-09-20 REQUEST FOR REDEVELOPMENT AGENCY ACTION
ED 94-38
Date: September_19,�199-t
Submitted to: Honorable Chairman and Redevelopment Agency Members
Submitted by: Ray Silver, Assistant City Ad.ministratorsA/
Prepared by: Barbara A. Kaiser, Deputy City Admini`strator/Economic
Development APPROVED BY CITYCOUtiCIL
Subject: Negotiation Agreement - Orange Hous �—.20 I9 ±
Development Corporation 70
crtY rUt 3R
Consistent with Council Policy? [X]Yes [ 1 New Policy or Exception
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Statement of Issue,Recommendation,Analysis, Funding Source,Altermative Actions,Attachments:
Statement of Issue:
The Agency has acquired a housing site in the Yorktown/Lake Project Area
and the Agency has selected the Orange Housing Development Corporation
to be ultimate owner and operator of the housing project.
Recommendation:
Approve the attached Negotiation Agreement between Orange Housing
Development Corporation (OHDC) and the Redevelopment Agency of the
City of Huntington Beach for a twelve-month period, and direct the Agency
Chairman and Agency Clerk to execute.
Analysis:
In December , 1993, the Redevelopment Agency acquired a 0.75 acre site at
the southeast c3rner of Yorktown Avenue and Lake Street for the purpose of
constructing senior citizen apartments. These actions were taken as part of
the Agency's continuing program to meet its statutory obligations to provide
affordable housing.
After acquisition of the site, staff recruited qualifications from non-profit
housing sponsors and conducted interviews which process resulted in a
f _ ) 3
After acquisition of the site, staff recruited qualifications from non-
profit housing sponsors and conducted interviews which process
resulted in a recommendation to the Agency for the selection of Orange
Housing Development Corporation. In concurrence with this
recommendation Orange Housing Development Corporation was
selected by the Agency on July 5, 1994. Meanwhile, staff has contracted
with an architect to do preliminary designs for the Senior Citizen
Housing Project proposed for the site and these plans have been shared
at regular meetings with surrounding property owners.
The Agreement provides one year for the representatives of the
Corporation and Agency staff to negotiate a Disposition and
Development Agreement which will specify the details of the proposed
project and include the long term restrictions on affordability necessary
to meet State requirements. The Agreement also provides that the
Corporation will be entering into the agreement at its own risk and its
approval in no way provides any claim on the Agency owned parcel,
money damages or other legal remedies. Attached to the Negotiation
Agreement is a resolution by the Board of Directors of the Orange
Housing Corporation authorizing it to enter into the agreement and
pursue the project. Also, attached are the by-laws of the Corporation.
FUNDING SOURCE:
Redevelopment Agency Administrative Funds
ALTERNATIVE ACTION:
Do not approve Negotiation Agreement.
ATTACHMENTS:
1. Negotiation Agreement
2. Resolution of OHDC Board
3. By-Law's of Orange Housing Development Corporation
1M U/BAK/SVK/dw
Stephen/RCA/Negordev
CITY OF HUNTINGTON BEACH
2000 MAIN STREET CALtl=ORNIA 92648
OFFICE OF THE CITY CLERK
CONNE BROCKWAY
CITY CLERK
November 16, 1994
Orange Housing Development Corporation
217 East Chapman
Orange, CA 92666
The City Council of the City of Huntington Beach at their meeting held
September 30, 1994 approved the Negotiating Agreement Between Orange Housing
Development Corporation and the Redevelopment Agency of the City of Huntington
Beach.
Enclosed is a copy of the executed agreement for your records. 1f you have any
questions regarding this matter please call the Office of the City Clerk(714) 536-5227.
Connie Brockway
City Cleric
Evelyn Schubert
Deputy City Clerk
cc: Stephen Kohler, Project Manager
q:ccwxywnVwvet
(Te6phww-7144 227)
NEGOTIATION AGREEMENT BETWEEN
ORANGE HOUSING DEVELOPMENT CORPORATION AND
THE REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
This Negotiation Agreement ("Agreement")is made and entered into this 2-5+k day of
SUL-Y . 1994 by and between ORANGE HOUSING DEVELOPMENT
CORPORATION, a California corporation ("Orange"), and the REDEVELOPMENT AGENCY
of the CITY OF HUNTINGTON BEACH, a public body("Agency").
WHEREAS, in furtherance of the objectives of the Community Redevelopment Law of
the State of California(Health and Safely Code Section 33000, et seq.), the Agency desires to
redevelop an Agency-owned parcel located near the intersection of Yorktown Avenue and Lake
Street, as shown on the map attached hereto as Exhibit"A" and incorporated herein by this
reference, said parcel referred to herein as the"Proposed Development Site;" and
The parties desire to negotiate a Disposition and Development Agreement("DDA") for
the purpose of redeveloping the Proposed Development Site; and
The parties recognize and acknowledge that the purpose of this Agreement is to seek to
negotiate the terms of a DDA which will include without limitation, the economics of the
development, and the other terms of a DDA toward the disposition and redevelopment of the
Proposed Development Site.
NOW, THEREFORE, the parties hereto do hereby agree as follows:
1. NEGOTIATING PERIOD
The parties shall negotiate diligently and in good faith for a 12-month period from
the date of this Agreement is executed by the Agency("Negotiating Period"), to establish and
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agree and upon mutually acceptable development plans, concepts, or alternatives, determine the
economic feasibility of the development, investigate the possibility of including a component of
affordable housing within the Proposed Development Site, and determine other matters as
necessary or convenient for the adoption of a DDA. Except as this Agreement may be extended,
if at the end of the Negotiating Period;Orange has not signed and submitted a DDA to the
Agency, then this Agreement shall automatically terminate, and the parties knowingly agree that
none of the parties shall have any further rights or obligations to the other under this Agreement.
If a DDA is so signed and submitted within the Negotiating Period, then this Agreement may be
extended in writing fora period not to exceed sixty(60)days from the date of such submittal to
enable the Agency to: (I) determine whether it desires to enter into such DDA, (ii) take the
actions necessary to bring such DDA before the Agency for consideration, action, and
authorization to sign, and(iii) sign the DDA, if such is approved.
2. DESIGN AND DEVELOPMENT OBJECTIVES
The design and development objectives for the project shall be specified in the
DDA and the actual development shall be in conformity therewith. Orange shall cooperate fully
with the Agency's Professional consultants and associates in providing them with any information
and assistance reasonably within the capacity of Orange to provide in connection with the
preparation and execution of the drawings, plans, and specifications or other documents or
information required to be submitted by the Agency to the City of Huntington Beach("City")
pursuant to this Agreement or as required by state or local laws and regulations. All design,
architectural,and building plans for development shall be subject to the review and approval of
the Agency and the City.
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G:Agmt:Ckangc:7/1&94
3. DEFAULTS
In the event that either party fails to fulfill the obligations described in this
Agreement within the times specified, the non-performing party shall have fifteen (15) days
following written notice from the other party to cure, or commence to cure, such failure to
perform as may be identified in the written notice. If the non-performing party has failed to cure,
or failed to commence to cure,within such fifteen(IS) day period,the other party may terminate
this Agreement and, thereafter, none of the parties shall have any further rights or obligations to
the others under this Agreement except as hereafter provided. Orange, by execution hereof,
knowingly agrees, notwithstanding anything herein to the contrary, that it shall have no right by
virtue of this Agreement to specific performance of this Agreement, nor to specific performance
for conveyance of, nor to claim any right of title or interest in,the Proposed Development Site or
any part thereof, nor to money damages, nor any other legal remedies or equitable remedies under
the law.
4. NON-DISCRIMINATION
The parties hereto shall not discriminate against nor segregate, any person, or
group of persons on account of sex, race, color, age, marital status, religion, handicap, creed,
national origin or ancestry in the sale, lease, sublease, transfer, use, occupancy, tenure or
enjoyment of the Proposed Development Site, nor shall the parties establish or permit any such
practice or practices of discrimination or segregation in the selection,location,number,use, or
occupancy of tenants, lessees, subtenants, sublessees or vendees of the land.
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c:Ag t:orangc:7n,'9a
5. NO AGENCY LIABILITY FOR REAL ESTATE COMMISSIONS OR
FEES
The Agency shall not be liable for any real estate commission or brokerage fees
which may arise herefrom. Each party represents that it has engaged no broker, agent or finder in
connection with this transaction, and each party agrees to hold the other parties harmless from
any claim by any broker, agent or finder claiming through any such party.
6. COMPLIANCE WITH RELOCATION LAWS
The parties hereto acknowledge and agree that under the DDA, should it be
adopted, they shall be required to comply with all applicable federal, state and local laws and
regulations concerning the displacement and relocation, if such occurs, of persons and/or
businesses on and from the Proposed Development Site, including without limitation, compliance
with the Relocation Assistance Law,Government Coate Section 7260, et seq.
7. NOTICES
All notices required or permitted hereinunder shall be delivered in person or by
registered or certified mail to an authorized representative of the party to whom delivery is to be
made, at the place of business of such party, or to any other place designated in writing by such
party.
Rest of page intentionally left blank.
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G:Agn t:ornnge:7n,94
S. ENTIRE AGREEMENT
This Agreement, and the Exhibit"A"attached hereto, represents the entire
agreement between the parties.
The parties hereto have executed this Agreement on the date and year first above written.
ORANGE HOUSING DEVELOPMENT REDEVELOPMENT AGENCY OF
CORPORATION THE CITY OF HUNTINGTON BEACH
a California corporation a California public body
By
Chairman
Its ATTEST:
Agency Clerk
Its APPROVED AS TO FORM:
J / J
By. '�`='L� LrJ
Its Secretary 1S3'i7 Attorney
11�11TIATED;REVIEWED AND APPROVED
Executiv hector
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made by the irsured inarw i:a.�cie,w...~.��-��.�w:n::�� /...-��.._. - : ..
ALTA 0w NERS POLICY OR-9 3 6 019 8
EMBIT "A"
ALL THAT CERTAIN LAND SITUATED IN THE STATE OF CALIFORNIA, COUNTY OF ORANGE, CITY OF
HUNTINGTON BEACH, AND IS DESCRIBED AS FOLLOWS:
LOTS 1 TO 5 INCLUSIVE OF TRACT NO. 13920, AS SHOWN ON A MAP FILED IN BOOK 673, PAGES 14 TO 16
INCLUSIVE OF MISCELLANEOUS MAPS, RECORDS OF ORANGE COUNTY, CALIFORNIA.
EXCEPTING THEREFROM ALL OIL, GAS, ASPHALTUM AND OTHER HYDROCARBONS AND ALL OTHER
MINERALS WHETHER SIMILAR OR DISSIMILAR TO THOSE HEREIN SPECIFIED AND INCLUDING ALL
FISSIONABLE MATERIALS WITHIN OR THAT MAY BE PRODUCED OR EXTRACTED OR TAKEN FROM SAID
LAND BELOW A DEPTH OF 500 FEET, WITHOUT THE RIGHT OF SURFACE ENTRY,AS RESERVED BY THE
HUNTINGTON BEACH COMPANY IN A DEED RECORDED NOVEM BER 4, 1988 AS INSTRUMENT NO.88-569347
OF OFFICIAL RECORDS.
ALSO EXCEPTING ALL WATER RIGHTS AS RESERVED BY THE HUNTINGTON BEACH COMPANY IN DEED
RECORDED NOVEMBER 4, 1988 AS INSTRUMENT NO. 88 569347 OF OFFICIAL RECORDS.
NOTE 1: BY A QUITCLAIM DEED RECORDED AUGUST 29, 1957 IN BOOK 4021. PAGE 372 OF OFFICIAL
RECORDS,THE HUNTINGTON BEACH COMPANY QUITCLAIMED ALL ITS RIGHT TO DRILL SLANTED WELLS
FROM LANDS ADJACENT TO SAID LAND, INTO AND THROUGH THE TOP FIVE HUNDRED (500) FEET.
MEASURED VERTICALLY IN DEPTH BELOW THE SURFACE OF SAID LAND.
NOTE 2: EXCEPT AS JEREINAFTER SPECIFICALLY PROVIDED, GRANTEE AGREES THAT, WITHOUT THE
CONSENT OF GRANTOR IN WRITING BEING FIRST OBTAINED, IT WILL NOT USE THE SURFACE OF THE
LANDS DESCRIBED ABOVE OR THAT PORTION OF SAID LANDS FROM THE SURFACE TO FIVE HUNDRED
(500) FEET BELOW THE SURFACE FOR ANY PURPOSE WHATSOEVER. INCLUDING, BUT NOT LIMITED TO
DRILLING ANY WELL OR WELLS OR ANY OTHER ACTIVITY IN CONNECTION WITH DEVELOPING.
PRODUCING OR OPERATING THE MINERAL INTERESTS (NOTHING HEREIN IS INTENDED TO PREVENT
GRANTOR FROM USING CITY STREETS AND OTHER PUBLIC WAYS). IT IS UNDERSTOOD AND AGREED,
HOWEVER,THAT BELOW A DEPTH OF FIVE HUNDRED(500)FEET BENEATH THE SURFACE(HEREINAFTER
CALLED THE 'SUB-500 PORTION-) GRANTEE MAY SLANT DRILL UNDER SUCH LANDS, AND/OR DRILL
WELL OR WELLS ON LANDS POOLED THEREWITH, AND OTHERWISE CONDUCT OPERATIONS WHICH DO
NOT INVOLVE THE USE OF THE SURFACE (OR THAT PORTION OF THE SUBSURFACE OTHER THAN THE
SUB-500 PORTION) OF SUCH LANDS, IN ORDER TO REACH AND PRODUCE THE OIL, GAS AND OTHER
MINERALS IN AND UNDER SUCH SUB-500 PORTION OF SUCH LANDS. IT IS RECOGNIZED THAT THE
CERTAIN WELLS KNOWN AS THE ELLIOTT NO. 1 WELL IS LOCATED ON THE A13OVE DESCRIBED LANDS
AND IS PRODUCING OIL AND GAS ATTRIBUTABLE TO THE MINERAL INTERESTS; GRANTEE AGREES TO
PLUG AND ABANDON SUCH WELLS ON OR BEFORE JANUARY 1, 1989, AND GRANTOR AGREES THAT.
NOTWITHSTANDING THE PRECEDING PORTION OF THIS PARAGRAPH,GRANTEE MAY USE THE SURFACE
OF THE ABOVE DESCRIBED LANDS TO OPERATE SUCH WELLS PRIOR TO SUCH JANUARY 1, 1989,AND TO
CONDUCT SUCH OPERATIONS AS MAY BE REQUIRED TO PLUG AND ABANDON SUCH WELLS,AS GRANTED
TO ANGUS PETROLEUM CORPORATION IN A DEED RECORDED JULY 5, 1988 AS INSTRUMENT NO.88-319698
OF OFFICIAL RECORDS.
PAGE 4
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CERTIFIED COPY OF RESOLUTION OF THE
BOARD OF DIRECTORS OF
ORANGE HOUSING DEVELOPMENT CORPORATION
I, the undersigned, am the Chairman of Orange Housing Development
Corporation, a California nonprofit public benefit corporation , duly organized
and in good standing under the laws of the State of California, and I hereby
certify that the following is a true and correct copy of the resolution adopted
by the Projects Committee on behalf of the board as allowed in Bylaws of
Corporation on May 31, 1994, authorized the actions state therein:
Project Committee on behalf of Board of Directors of OHDC authorizes
Executive Director to negotiate and sign an Exclusive Right to Negotiate with
the Redevelopment Agency of Huntington Beach to develop .75 acres on
corner of Lake and Yorktown, own by the Agency and another site to be
named later.
` IN witness whereof the undersigned has executed this Certificate on May V ,
I994.
Robert Mickelson
Chairman
Orange Housing Development Corporation
ceocs\obdc\boerd.hba
BYLAWS ,
OF
ORANGE HOUSING DEVELOPMENT CORPORATIONo
a California nonprofit public Zinefit corporation
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TABLE OF CONTENTS
ARTICLEI . OFFICES . . . . . . . . . . . . . . . . . . . . 1
ARTICLE II MEMBERSHIP. . . . . . . . . . . . . . . . . . . 1
ARTICLEIII DIRECTORS . . . . . . . . . . . . . . . . . . . 1
Section 1 Powers
Section 2 Number of Directors
Section 3 Appointment of Directors
Section 4 Term of Office of Directors
Section 5 Vacancies
Section 6 Meetings of the Board
Section 7 Notice of Board Meetings
Section 8 Waivers of Notice
Section 9 Quorum of Directors
Section 10 Action in Lieu of Meeting
Section 11 Standard of Care
Section 12 Prohibited Transactions
Section 13 Inspection Rights
Section 14 Compensation
Section 15 Interested Persons Limit
ARTICLE IV COMMITTEES. . . . . . . . . . . . . . . . . . . 6
Section 1 Committees of Directors
Section 2 Executive Committee
Section 3 Audit Committee
Section 4 Advisory Committees
Section 5 Meetings
ARTICLEV OFFICERS. . . . . . . . . . . . . . . . . . . . 8
Section 1 Officers
Section 2 Appointment
Section 3 Removal,
Section 4 Resignation
Section 5 Executive Director
Section 6 Secretary
Section 7 Chief Financial Officer
Section 8 Vice Presidents
Section 9 Compensation
Section 10 Execution of Instruments
ARTICLEVI RECORDS . . . . . . . . . . . . . . . . . . . . 10
Section 1 Minute Book
Section 2 Annual Report
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ARTICLE VII INDEMNIFICATION . 11
Section 1 Indemnification of Directors, Officers, and
Employees
Section 2 Advancement of Expenses
ARTICLE VIII MISCELLANEOUS . . . . . . . . . . . . . . . . . 12
Section 1 Fiscal Year
Section 2 Corporation Seal
Section 3 Amendment of Bylaws
Section 4 Reimbursement of Expenses of the Corporation
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ARTICLE I
OFFICES
The principal executive office of the corporation shall be
located in the City of Orange, State of California, as the Board of
Directors may from time to time designate. Additional offices may
be established and maintained at such place or places in the City
of Orange, State of California, as the Board of Directors may from
time to time designate.
ARTICLE 11
MEMBERSHIP
This corporation shall have no -members. All corporate
actions shall be approved by the Board of Directors as provided in
these bylaws. All rights which would otherwise rest in the members
shall rest in the Directors .
ARTICLE III
DIRECTORS
Section 1. Powers. This corporation shall have powers to
the full extent allowed by law. All powers and activities of this
corporation shall be exercised and managed directly by the Board of
Directors or, if delegated, under the ultimate direction of the
Board.
Section 2. Number of Directors. The City Council of the
City of Orange has requested Barry A. Cottle and Scott D. Richmond
to serve as interim Directors of this corporation. The two interim
Directors shall serve until a full Board of Directors is appointed
pursuant to Section 3 of these bylaws. Beginning with the
corporation's fiscal year commencing July 1, 1990, there shall be
eleven (11) members of the Board of Directors until the directors
shall fix a different number of members of the Board by an
amendment to these bylaws.
Section 3. Appointment of Directors. The Board of
Directors shall consist of two classes, and shall be appointed as
follows:
A. Five Directors shall be Class I Directors.
Class I Directors shall be appointed by the City Council of the
City of Orange. At lease one Class I Director shall be n member of
the City Council. At lease one Class III Director shall be an
employee of the Redevelopment '. Agency of. Ue City of Orange. At
lease one Class I Director shall be a real estate developer. At
least one Class I Director shall be n member of the California
State Bar.
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B. Six Directors shell be Class II Directors.
Class II Directors shall be appointed by the Class I Directors.
In order to ensure broad representation throughout the community,
Class II Directors shall be chosen from among persons who are
engaged in the following activities: business (including
particularly real estate and financial services) , education, and
local community organizations.
In recruiting and selecting Class I Directors and Class
II Directors, preference shall be given to persons with the
following characteristics: (i) demonstrated leadership in the
community; (ii) interest in and commitment to affordable housing;
(iii) demonstrated history of public service, either as an elected
or appointed civic official, or as a member of the board of
directors or board of trustees of a local community organization;
(iv) willingness to volunteer time' and energy in support of the
corporation. No more than two of the eleven Directors shall be
members of the City Council of the City of Orange at the time they
are appointed to serve as Directors.
Section 4. Term of Officec=-of Directors . Except as
provided below for the initial terms of the first full Board of
Directors , the term of office for each Director of this
corporation shall be three (3) years or until his or her successor
is appointed. A Director may succeed himself or herself in
office. In order to stagger the terms of the- Directors, the
initial term of office for the Directors whose terms commence on
July 1 , 1990 shall be three years for two of the Class I Directors
and two of the Class II Directors , two years for two of the Class
I Directors and . two of the Class II Directors, and one year for
one of the Class I Directors and two of the Class II Directors.
The City Council of the City of Orange shall determine which terms
shall apply to which Class I Directors and the Class I Directors
shall determine which terms shall apply to which Class II
Directors.
Any Director who was a member of the City Council of
the City of Orange at the time of his or her appointment to serve
as a Director shall be deemed to have resigned his or her position
as Director and shall no longer be entitled to serve in such
capacity effective upon the date that he or she no longer serves
as a member of the City Council. Any Director who was an employee
of the Redevelopment Agency of the City of Orange at the time of
his or her appointment to serve as a Director shall be deemed to
have resigned his or her position as Director and shall no longer
be entitled to serve in such capacity effective upon the date that
he or she no longer serves as an employee of the Redevelopment
Agency.
Section 5. Vacancies. A vacancy shall be deemed to
exist in the event that the actual number of Directors is less
than the authorized number for any reason. A resignation shall be
effective —upon receipt of written notice by the Board, the
Chairman of the Board, the Executive Director or the Secretary,
2/91
unless the notice specifies a later time of effectiveness. The
Board may remove any Director with or without cause. Absence of a
Director from three or more consecutive Board meetings shall
constitute cause for removal. If a vacancy occurs, the entity
that appointed such Director pursuant to Section 3 of this Article
III, within two months thereafter, shall fill the vacancy. A
Director so appointed shall serve for the unexpired term of his or
her predecessor.
Section 6. Meetings of the Board. The Board of
Directors shall meet at least once during each quarter of the
fiscal year at such dates, times and places as the Board of
Directors shall determine. In addition to the quarterly meetings,
additional regular or special meetings shall be held at such times
as shall from time to time be fixed by the Executive Director or
the Directors. Special meetings of the Board of Directors for any
purpose or purposes may be called at any time by the Executive
Director or by any three (3) Directors. Members of the board may
participate in any meeting through the use of conference telephone
or similar communications equipment, so long as all members
participating in such meeting can hearzLne another. Participation
in a meeting by this means constitutes presence in person at such
meeting.
Section 7. Notice of Board Meetings. Notice of regular
and special meetings shall be given to the Directors not less than
six (6) days prior to the meeting if delivered by first class mail
or not less than forty-eight (48) hours prior to the meeting if
the notice is delivered personally or by telephone. If mailed,
such notice shall be deemed given when deposited in the United
States mail, with postage thereon prepaid, directed to the
Director.
Section S. Waivers of Notice. The notice requirements
contained in these bylaws may be waived in writing by any
Director, either before or after the meeting. The attendance of
any Director at a meeting without protesting prior to the
conclusion of the meeting the lack of notice of such meeting shall
constitute a waiver of notice by him or her. All waivers shall be
made part of the minutes of the meetings.
Section 9. Quorum of Directors. A quorum for any
meeting of the Board of Directors shall 'be a majority of the
members in office, but such number shall not be less than
one-fifth (1/5) of the authorized number of Directors. Except
where a greater vote is required by the Articles of Incorporation
or bylaws or by applicable law, if a quorum is present, the
affirmative vote of a majority of the Directors represented at the
meeting, entitled to vote, and voting on any manner, shall be the
act of the Board of Directors. A meeting at which a quorum is
initially present may continue to transact business
notwithstanding the withdrawal of Directors , if any action taken
is approved by at least a majority of the required quorum for such
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%moo,
neeting. A majority of the Directors then present, whether or not
constituting a quorum, may adjourn any meeting to another time and
place.
Section 10. Action in Lieu of a Meeting. Any Board
action required or permitted to be taken by the Board may be taken
without a meeting, if all Directors of the Board, not including
any "interested director" as defined in Section 5233 of the
California Nonprofit Corporation Law, shall individually or
collectively consent in writing. Such written consent shall be
node a part of the minutes of the proceedings of the Board. Such
action by written consent shall have the same force and effect as
the unanimous vote of the Directors.
Section 11. Standard of Care.
A. General. A Director shall perform the duties
of a director, including duties as a member of any committee of
the Board on which the Director may serve, in good faith, in a
manner such Director believes to be in, the best interest of this
corporation and with such care, including reasonable inquiry, as
an ordinarily prudent person in a like situation would use under
similar circumstances.
In performing the duties of a Director, a Director
shall be entitled to rely on information, opinions, reports or
statements, including financial statements and other financial
• data, in each case prepared or presented by:
(1) One or more officers or employees of the
corporation whom the Director believes ' to be reliable and
competent in the matters presented;
(2) Counsel, independent accountants or other
persons as to matters which the Director believes to be within
such person's professional or expert competence; or
(3) A committee of the Board upon which the
Director does not serve, as to matters within its designated
authority, which committee the Director believes to merit
confidence, so long as, in any such case, the Director acts in
good faith, after reasonable inquiry when the need therefore is
indicated by the circumstances and without knowledge that would
cause such reliance to be unwarranted.
A person who performs the duties of a Director
in accordance with the above shall have no liability based upon
any failure or alleged failure to discharge that person's
obligations as a Director, including, without limiting the
generality of the foregoing, any actions or omissions which exceed
or defeat a public or charitable purpose to which a corporation,
or assets held by it, are dedicated.
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B. Investments . Except with respect to assets
held for use or used directly in carrying out this corporation's
charitable activities, in investing, reinvesting, purchasing,
acquiring, exchanging, selling and managing this corporation's
investments, the Board shall avoid speculation, looking instead to
the permanent disposition of the funds, considering the probable
income, as well as the probable safety of this corporation's
capital . The provisions of Subsection A above shall apply to this
Subsection.
Section 12. Loans and Self-Dealing Transactions.
A. Loans. This corporation shall not make any
loan of money or property to or guarantee the obligation of any
Director or officer; provided, however, that this corporation may
advance money to a Director or officer of this corporation or any
subsidiary .for expenses reasonably anticipated to be incurred in
performance of the duties of such officer or Director so long as
such individual would be entitled to be reimbursed for such
expenses absent that advance.
B. Self-Dealing_ Transactions. The Board shall not
approve a self-dealing transaction. A self-dealing transaction is
one to which this corporation is a party and in which one or more
of the directors has a material financial interest and which does
not meet the requirements of Subsection C below.
C. Exem tion Requirements. The following
transactions are exempted from the prohibition of Subsection B
above:
(1) A transaction which is part of a public or
charitable program approved in good faith by the Board of
Directors without unjustified favoritism and which results in a
benefit to one or more Directors or their families only because
they are in a class of persons intended to be benefited by the
program.
(2) A transaction of which the Director with a
material financial interest has no actual knowledge, and which
does not exceed the lesser of one percent of the gross receipts of
this corporation for the preceding fiscal year or $100#000.
(3) A transaction which has been approved by
the Attorney General before or after it was consummated.
(4) A transaction which the Board of
Directors, having knowledge of the material facts concerning the
transaction and the Director's interest in the transaction,
authorizes (by a vote of a majority of the directors then in
office without counting the vote of the interested Director) after
considering and in good faith determining, upon reasonable
investigation under the circumstances, thnt (a) the transaction
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will be entered into by this corporation for its own benefit, (b)
the transaction is fair and reasonable as to this corporation, and
(c) this corporation could not have obtained a more advantageous
arrangement with reasonable effort under the circumstances.
Section 13. Inspection RiKhts. Every Director shall
have the absolute right at any reasonable time to inspect and copy
ell books, records, and documents, and to inspect the physical
properties of this corporation. Such inspection by a Director may
be made in person or by agent or attorney and the right of
inspection includes the right to copy and make extracts.
Section 14. Compensation. No Director shall receive any
compensation from the corporation for serving on the Board.
Subject to approval by the Board of Directors, Directors shall be
entitled to receive reimbursement for necessary travel and other
actual expenses incurred in performing duties of his or her office
and in attending meetings of the Board of directors and meetings
of committees of the Board of Directors.
Section 16. Interested Persons Limit. Not more than
forty-nine (49) percent of the persons serving on the
corporation's Board may be interested persons. For purposes of
this section, "interested persons" means either:
A. Any person currently being compensated by the
corporation for services rendered to it within the previous twelve
(12) months, whether as a full- or part-time employee, independent
contractor, or otherwise; or
B. Any brother, sister, ancestor, descendant ,
spouse, brother-in--law, mother-in-law or father-in-law of any such
person.
ARTICLE IV
COMMITTEES
Section 1. Committees of Directors. The Board of
Directors may, by resolution adopted by a majority of the
Directors then in office, designate one or more committees, each
consisting of three or more Directors. to serve at the pleasure of
the Board. Appointments to such committees shall be made annually
by majority vote of the Directors then in office. Any committee,
to the extent provided in the resolution, shall have all the
authority of the Board, except that no committee, regardless of
the Board resolution, may:
A. Fill vacancies on the Board of Directors or on
any committee;
}
B. Fix compensation of Directors for serving on
the Board or any committee;
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C. Amend or repeal bylaws or adopt new bylaws;
D. Amend or repeal any resolution of the Board of
Directors which by its express terms is not so amendable or
repealable;
E. Appoint any other committees of the Board of
Directors or the members of these committees; or
F. Approve any self-dealing transaction.
Section 2. Executive Committee. There shall be an
Executive Committee of the Board of Directors consisting of the
following five members:
A. Chairman of the Board;
B. Vice-Chairman of the Board;
C. Secretary of the Board; and
D. Two at-large Board Members .
Each at-large Board member shall be elected to the
Executive Committee annually by a majority of the members of the
Board of Directors. Such Executive Committee shall have all the
authority of the Board except as provided in Section I of this
Article IV.
Section 3. Audit Committee. There shall be an Audit
Committee of the Board of Directors consisting of three Directors
elected by the Board. Members of the Executive Committee and
officers of the Corporation shall be ineligible to serve on the
Audit Committee.
The Audit Committee shall have no powers of the Board but
shall serve in an advisory capacity by reviewing the corporation's
annual audit and preparing a report for the Board of Directors.
Section 4. Advisory Committees. Advisory committees may
be appointed from time to time by the Board ' of Directors.
Advisory committees ' membership may consist of Directors only or
both Directors and nondirectors or nondirectors only. Advisory
committees have no legal authority to act for the corporation, but
shall report their findings and recommendations to the Board of
Directors.
Section 5. Meetings. Except as otherwise provided in
this Article IV, meetings and actions of committees shall be i
governed by and held and taken in accordance with the provisions
of Article III of these bylaws. concerning meetings of Directors,
with such changes in the content of those bylaws as are necessary
to substitute the committee and its members for the Board of
Directors and its members. Minutes shall be kept of each meeting
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of any committee and shall be filed with the corporate records.
The Board of Directors may adopt rules for the governance of any
committee not inconsistent with the provisions of these bylaws.
ARTICLE ,V
OFFICERS
Section 1. Officers. The officers of this corporation
shall be an Executive Director, Chief Financial Officer, Secretary
and such officers as the Board of Directors may appoint. No
person may hold more than one of these officers at one time.
Section 2. Appointment. The Board of Directors shall
elect all officers of the corporation for terms of one year or
until their successors are elected and qualified.
Section 3. Removal . Subject to the rights, if any, of
the officer under any contract of employment, any officer of the
corporation may be removed with or wi'hout cause by the Board of
Directors at any time.
Section 4. Resirnntion. Any officer may resign at any
time by giving written notice to this corporation. Any
resignation shall take effect at the date of the receipt of that
notice or at any later time specified by that notice and unless
otherwise specified in that notice, the acceptance of the
resignation shall not be necessary to make it effective. Any
resignation is without prejudice to the rights, if any, of this
corporation under any contract to which the officer is a party.
Section 5. Executive Director. The Executive Director
shall be the chief executive officer of the corporation and shall
be responsible for conducting the affairs of the corporation in a
manner consistent with the policies and directives of the Board of
Directors. He or she shall have such other duties as may be
prescribed by the Board.
Section 6. Secretary. The Secretary shall serve notice
of and act as Secretary at all meetings of the Board of Directors,
shall record all such proceedings in the Minute Books and shall be
responsible for conducting the. affairs of the corporation in a
manner consistent with the policies and directives of the Board of
Directors. The Secretary shall have such additional powers and
duties as shall be prescribed by the Board.
Section 7. Chief Financial Officer. The Chief Financial
Officer of the corporation shall have charge and custody of and
shall receive, safeguard, disburse and account for all funds of
the corporation , and shall deposit and invest them in such banks,
other depositories or investments as may be designated by the
Board. The Chief Financial Officer shall maintain books and
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records of the corporation, and shall prepare and submit such
accounting and tax forms as may be required by local , state and
federal law. The Chief Financial Officer shall have such
additional powers and duties as shall be prescribed by the board.
Section S. Vice Presidents. The Board may appoint one
or more Vice Presidents to perform such duties and have such
powers as the Board shall designate.
Section 9. Compensation. Compensation of the officers
shall be determined by the Board; provided, however, that no
officer who is an employee or officer of a governmental entity
shall receive any payments other than for necessary travel and
other actual expenses incurred in performing duties of his or her
office.
Section 10. Execution of Instruments . Any and all
instruments executed in the name of the corporation, including,
but not limited to, contracts, agreements, purchase orders, notes,
deeds, deeds of trust , mortgages , leases, security agreements ,
checks and drafts issued, endorsemen(s' of checks and drafts
received, certificates , applications and reports, shall be
executed by one or more officers, employees or agents of the
corporation as authorized from time to time by the Board of
Directors. Such authorization may be general or confined to
specific instances . The respective offices and duties thereof as
established and defined in this Article V and by resolution of the
Board of Directors include, except as otherwise provided, the
authority to execute instruments in the name of the corporation
when the execution of the instrument is incident to carrying out
the duties of the offices.
ARTICLE VI
RECORDS
Section 1. Minute Book. The corporation shall keep or
cause to be kept a minute book which shall contain:
A. The record of all meetings of the Board of
Directors including date, place, those attending the proceedings
thereof, a copy of the notice of the meeting and when and how
given, written waivers of notice of meeting, written consents to
holding meeting, written approvals of minutes of meeting, and
unanimous written consents to action of the Board of Directors
without a meeting, and similarly as to meetings of committees of
the Board of Directors and as to meetings or written consents of
the Incorporator of the corporation prior to the appointment of
the initial Board of Directors.
B . A copy of the Articles of Incorporation and all
amendments thereof and a copy of all certificates filed with the
Secretary of State.
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C. A copy of the bylaws, as amended, duly
certified by the Secretary.
Section 2. Annual Report.
A. Financial statements shall be prepared as soon
as reasonably practicable after the close of the fiscal year. The
financial statements shall contain in appropriate detail the
following:
(1) The assets and liabilities, including
trust funds, of this corporation as of the end of the fiscal year;
(2) The principal changes in assets and
liabilities, including trust funds, during the -fiscal year;
(3) The revenue of receipts of this
corporation, both unrestricted And restricted to particular
purposes, for the fiscal year;
(�4) The expenses ora disbursements of this
corporation, for both general and restricted purposes during the
fiscal year;
(3) Any transaction during the previous fiscal
year involving Forty Thousand Dollars ($40,000.00) or more to
which this corporation or a subsidiary was a party and in which
any Directors or officers of the corporation or subsidiary had or
has a direct or indirect material financial interest. The report
must disclose the names of the interested persons involved in such
transaction, stating such person's relationship to the
corporation, the nature of such person's interest in the
transaction and, where practicable, the amount of such interest;
and
(6) The amount and circumstances of any
indemnification or advances aggregating more than Ten Thousand
Dollars ($10,000.00) paid during the fiscal year to any officer or
Director of the corporation.
B. Such financial statements shall be accompanied
by any report thereon of independent accountants, or, if there is
no such report, the certificate of an authorized officer of the
corporation that such statements were prepared without audit from
the books and records of the corporation.
C. A report including the financial statements
prescribed above shall be furnished annually to all Directors of
the corporation.
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ARTICLE VII
INDEMNIFICATION
Section 1. Indemnification of Directors , Officers and
Emplo,Xees. The corporation may indemnify its -Directors, officers,
employees and other eligible persons pursuant to the provisions of
Section 5238 of the California Nonprofit Corporation Law, or
pursuant to a contract entered into with any employee who is not
an officer or Director.
Section 2. Advancement- of Expenses. Expenses incurred
in defending any proceeding may be advanced by the corporation as
authorized in Section 523E of the California Nonprofit Corporation
Law prior to final disposition of such proceeding, upon receipt of
an undertaking by or on behalf of the Director, officer or
employee to repay such amount unless it shall be determined
ultimately that the Director, officer or employee is entitled to
be indemnified.
ARTICLES VIII
MISCELLANEOUS
Section 1. Fiscal Year. The fiscal year of this
corporation shall be determined by resolution of the Board of
Directors.
Section 2. Corporation Seal . This corporation shall
have a seal which shall be specified by resolution of the Board of
Directors. The seal shall be affixed to all corporate
instruments, but failure to affix it shall not affect the validity
of the instrument.
Section 3. Amendment ofBXlaws. These bylaws may be
amended by the vote of a majority of all of the members of the
Board of Directors, except that Sections 2 and 3 of Article III of
these bylaws may be amended and these bylaws may be repealed and
new bylaws adopted only by the vote of a majority of all of the
members of the Board of Directors and by the vote of a majority of
the Class I Directors. All Directors must receive at least thirty
(30) days notice of any vote on amending or repealing these
bylaws.
Section 4. Reimbursement of Expenses_ of the, Corporation.
The corporation shall provide full reimbursement for monies
expended on behalf of the corporation by its officers or
Directors.
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