HomeMy WebLinkAboutSHEA HOMES LIMITED PARTNERSHIP - 2000-05-15 5�3 �fao
CITY OF HUNTINGTON BEACH
2000 MAIN STREET CALIFORNIA 92648
OFFICE OF THE CITY CLERK
CONNIE BROCKWAY
CITY CLERK
LETTER OF TRANSTNHTTAL OF ITEM APPROVED BY THE CITY COUNCIL/
REDEVELOPMENT AGENCY OF THE CITY OF HUNTINGTON BEACH
DATE: 05-18-00
TO: Shea Homes, L.P. ATTENTION: Ronald C. Metzler
r'T 0. Box 1509 DEPARTMENT: V.P. , Com. Dev.
Street
Brea, CA 92822 REGARDLN•G: Reimbursement
City,state,zip Agreement
See Attached Action Agenda Item E—g Date of Approval 5-15-00
Enclosed For Your Records Is An Executed Copy Of The Above Referenced Agenda Item.
Remarks:
Connie Brockway
City Clerk
Attachments: Action Agenda Page x Agreement x Bonds Insurance
RCA Deed Other
CC: H. Zelefsky Planning x x
Name Department RCA Agreement Insurance Other
D. Bankey Planning x x
Name' Department RCA Agreement Insurance Other
Name Department RCA Agreement Insurance Other
Name Department RCA Agrcan=t Insurance Other
Risk Management Dept. Insurance
QFollowup/Letters/coverltr
(Telephone:714-536-5227)
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*ITY OF HUNTINGTON BEA )% �_ VpAloq) ?,Om1 a,�
MEETING DATE: May 15, 2000 DEPARTMENT ID NUMBER: PL00-15
Council/Agency Meeting Held:
Deferred/Continued to: 11Y)
1�(Approv d ❑ Conditionally.Approved ❑ Denied to?- C e k' Signature
Council Veeting Date: May 15, 2000 Department ID Number: PL00-15
CITY OF HUNTINGTON BEACH =5
REQUEST FOR COUNCIL ACTION - -
SUBMITTED TO: HONORABLE MAYOR AND CITY COUNCIL MEMBERS
r
SUBMITTED BY: RAY SILVER, City Administrator�s_7_ =` 'C-,
PREPARED BY: HOWARD ZELEFSKY, Planning Director
SUBJECT: APPROVE THE REIMBURSEMENT AGREEMENT WITH SHEA
HOMES LIMITED PARTNERSHIP FOR PROFESSIONAL
PLANNING SERVICES-IN CONNECTION WITH THE ANNEXATION
OF SHEA PROPERTY TO THE CITY OF HUNTINGTON BEACH
Statement of Issue,Funding Source,Recommended Action,Alternative Action(s),Analysis, Environmental Status,
Attachment(s)
Statement of Issue:
Transmitted for City Council's consideration is a Reimbursement Agreement, in the amount of
Twenty-two Thousand Three Hundred Severity-five Dollars ($22,375.00), between the City and Shea
Homes Limited Partnership, which has been.prepared by the City Attorney's Office for the Planning
Department. The Reimbursement Agreement' will help defray the costs of professional planning
services incurred by the City in connection-with the annexation of Shea property to the City of
Huntington Beach, and is subject to mutual "agreement by City staff and Shea Homes Limited
Partnership.
Funding Source:
The proposed Reimbursement Agreement,:between the City and Shea Homes Limited Partnership
requires the developer to help defray professional planning costs incurred by the City in connection
with developer's project. Developer will deposit funds of Twenty-two Thousand Three Hundred
Seventy-five Dollars ($22,375.00) with the' City within ten (10) days following adoption of this
Agreement by the City Council.
PI00-15 -2- 513100 10:07 AM
19QUEST FOR COUNCIL ACTON
MEETING DATE: May 15, 2000 DEPARTMENT ID NUMBER: PL00-15
Recommended Action:
Motion to:
1. "Approve the Reimbursement Agreement as prepared by the City Attorney, between the City
and Shea Homes, Inc. subject to mutual agreement by the City and Shea Homes Limited
Partnership, and authorize the Mayor and City Clerk to sign."
2, "Appropriate funds, in the amount of-Twenty-two Thousand Three Hundred Seventy-five Dollars
($22,375.00) in connection with the Reimbursement Agreement between the City and Shea
Homes Limited Partnership."
Alternative Action(s}:
The City Council may make the following alternative motions:
1. ''Deny the Reimbursement Agreement between the City and Shea.Homes Limited Partnership
for professional planning services in connection with Developer's project."
2. "Deny the appropriation of funds in the amount of Twenty-two Thousand Three Hundred
Seventy-five Dollars ($22,375.00).
3. "Continue the item and direct staff'accordingly."
Analysis:
A. BACKGROUND:
A five-acre parcel, owned by Shea Homes and located within the unincorporated portion of Bolsa
Chica, is being proposed to be annexed to the City of Huntington Beach. In order to complete an
annexation application, the City and County must reach an agreement for the exchange of property
tax revenues resulting from the proposed annexation, and each entity must submit to LAFCO a
resolution of agreement. Shea Homes has retained the services of a consultant to prepare an
analysis of the fiscal impacts of the proposed annexation. The City has completed the Bolsa Chico
Annexation Study which emphasizes a Review of Options and LAFCO Fiscal and Technical Review
Procedures. The City desires that these two studies maintain consistency in their assumptions and is
seeking a consultant to ensure that the- fiscal"study for Shea's project is consistent with the City's
study for the annexation of the Bolsa Chica.
B. STAFF ANALYSIS AND RECOMMENDATION:
In the last two and a half years, there has been a substantial increase in planning and development
activity within the City. This increase in activity is primarily due to the economy and the proposal of
many development projects submitted or proposed, such as the annexation of Shea Property to the
City of Huntington Beach. To help facilitate timely processing of the annexation of Shea Property to
the City of Huntington Beach, it is necessary,for-the City to contract with a consultant to analyze the
fiscal impacts of the proposed annexation, as prepared by Shea Homes' consultant, and the City's
P100-15 -3- 513100 10:07 AM
OQUEST FOR COUNCIL ACTION
MEETING DATE: May 15, 2000 DEPARTMENT ID NUMBER:. PL00-15
Bolsa Chica Annexation Study, which emphasizes a Review of Options and LAFCO Fiscal and
Technical Review Procedures, to ensure consistency between the two reports prior to their inclusion
in the annexation application being submitted .to,LAFCO. To help defray these costs, the City and
Shea Homes Limited Partnership have agreed to enter into a Reimbursement Agreement in the
amount of Twenty-two Thousand Three Hundred Seventy-five Dollars ($22,375.00). Staff
recommends the City Council approve the Reimbursement Agreement between the City and Shea
Homes Limited Partnership, and authorize the Mayor and the City Clerk to sign.
C. COUNCIL POLICY REGARDING REQUESTS FOR AN APPROPRIATION OF FUNDS:
As adopted by the City Council in March..1998, all request for appropriation of funds must meet one of
the following criteria; 1) The request is for an unanticipated emergency, 2) The request is required to
implement labor negotiations, or 3) The request will be offset by related new revenues.
The new appropriations being requested-..'.will be offset by related new revenues from the
Reimbursement Agreement between the City and Shea Homes Limited Partnership, the project
proponent.
Environmental Status:
Projects over which public agencies exercise'.`rninisterial authority, such as this Reimbursement
Agreement are categorically exempt from the California Environmental Quality Act pursuant to Section
15300.1.
ATTACHMENTS:
City Clerk's
Page Number
1. Reimbursement,Agreement between the City and Shea Homes Limited
Partnership
_ 2. Fiscal Impact Statement.
RCA Author: Duane Bankey _-
PI00-15 -4- 513100 10:07 AM
:10
HO
REIMBURSEMENT AGREEMENT
BETWEEN THE CITY OF HUNTINGTON BEACH
AND
SHEA HOMES, LP.,
FOR PROFESSIONAL PLANNING SERVICES
Table of Contents
Section Page
1 Payment 1
2 Statement of Work to be Performed 2
3 Exclusive Control by City 2
4 Time Is Of the Essence 3
5 Termination of Agreement 3
G Notices 3
7 Term 3
8 Entirety 4
REIMBURSEMENT AGREEMENT
BETWEEN THE CITY OF HUNTINGTON BEACH
AND
SHEA HOMES, L.P.,
FOR PROFESSIONAL PLANNING SERVICES
This Agreement is made and entered into this 15t:h day of May , 2000, by and
between the City of Huntington Beach, a municipal corporation of the State of California,
hereinafter referred to as "City," and Shea Homes, L.P., a California limited partnership, hereinafter
referred to as "Developer."
WHEREAS, Developer is developing an area within the City of Huntington Beach; and
Developer is required to submit to the City for approval various entitlements, zone changes,
land use approvals and environmental assessments; and
Developer desires that all entitlements, zone changes, land use approvals and environmental
assessments be processed as soon as possible; and
Developer desires to have the City commit sufficient resources to enable the expeditious
processing of applications and other necessary documentation; and
Pursuant to California Government Cade Section 87103.6, Developenis allowed to defray
the cost of processing development applications and entitlements by reimbursing the City for such
costs,
NOW, THEREFORE, in consideration of the promises and agreements hereinafter made and
exchanged, the parties agree as follows:
1. PAYMENT
Developer agrees to reimburse the City for its professional planning and engineering
services in the estimated total amount of Twenty-two Thousand Three Hundred Seventy-five
Dollars ($22,375.00), which represents the estimated cost of professional planning services, in
1
4fSA-99A9ree:Shea0810
RI_S 99-412
connection with the annexation of Developer's property in the City of Huntington Beach, as
follows:
A. Developer shall pay the entire estimated amount to City within ten (10) days
following the adoption of this Agreement by the City Council.
B. Developer acknowledges that the amounts referenced in this Agreement are City's
best estimate of the cost for the Reimbursement Services described herein, and that the actual cost
of said services may be higher. In the event that the actual cost of the Reimbursement Services
exceeds the estimated costs, Developer agrees to pay the actual cost within ten (10) days after
receiving City's invoice for same. In the event that the actual cost of the Reimbursement Services
are less than the estimated costs, City will refund the difference between-the actual and estimated
costs.
2. STATEMENT OF WORK TO BE PERFORMED
The amounts reimbursed to the City pursuant to this agreement will help defray the
cost of the professional planning and engineering services required to process Developer's project.
3. EXCLUSIVE CONTROL BY CITY
City will maintain exclusive control over the work described herein. Nothing in this
Agreement:
A. Shall be deemed to require the City to approve any plan, proposal,
suggestion, application or request submitted by Developer.
B. Shall be deemed to limit, in any respect whatsoever, City's sole authority to
direct and control the planner and engineer assigned to the Developer's various development
projects.
C. Shall be deemed to impose any liability on the City different from any
liability as may otherwise be established by law.
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4.!5A-99Agree:Shea0810
RLS 99412
4. TIME IS OF THE ESSENCE
City and Developer agree that time is of the essence for the professional planning
services to be funded pursuant to this Agreement.
5. TERMINATION OF AGREEMENT
Either party may terminate this Agreement at any time with or without cause, upon
ten (10) days prior written notice to the other party. Developer shall be responsible for all costs
incurred prior to termination, including any and all costs incurred after notice of termination has
been given.
6. NOTICES
Any notices or special instructions required to be given in writing under this
Agreement shall be given either by personal delivery to Developer's agent (as designated herein) or
to City's Director of Planning, as the situation shall warrant, or by enclosing the same in a sealed
envelope, postage prepaid, and depositing the same in the United States Postal Services, addressed
as follows:
To City: To Developer:
Mr. Howard Zelefsky Mr. Ronald C. Metzler
Director of Planning Vice President, Community Development
City of Huntington Beach Shea Homes, L.P.
2000 Main Street P.O. Box 1509
Huntington Beach, CA 92648 Brea, CA 92822
7. TERM
This Agreement shall be effective on the date of its adoption by the City Council of
City. This Agreement shall expire when tenninated as provided herein, or thirty-six (36) months
from the date of its adoption by the City Council of City, which ever occurs first.
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RLS 99-412
8. ENTIRETY
This document sets forth the entire Agreement between the parties concerning the
subject matter hereof.
IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by
and through their authorized officers the day, month and year first above written.
SHEA HOMES, L.P., CITY OF HUNTINGTON BEACH,
a California Limited Partnership a municipal corporation of the
State of California
By J.F. Shea Co., Inc., a Nevada
corporation, its General Partner
Mayor
By . 55�_ _ ATTEST:
Name Le-; -1,4t*V'+Jq-S d)W06 -44 _
(type or print) City Clerk
Its(circle one)Chairman of the Board/President/
ice President APPROVED AS TO FORM:
AND
��10 C Cit Attorney B
y � _ � 3�yQ1z
Name le&A14" G. A4&r?-LC
(type or print
Its(circle one)Secretary,An. ssistant Secretary,
Chief Financial Officer,Any Assistant reasurer
REVIEWED AND APPROVED: INITIAT D AND APPROVED:
GCity Administrator Dire or of Planning
3
4
4.!s:4-99Agrce:S hca0810
RIS 99-412
STATE OF CALIFORNIA
COUNTY OF ORANGE
On _April 25, 2000 before me, Olivia Iskenderian, Notary Public , personally
appeared Les Thomas and Ronald C. Metzler, personally known to me
to be the persons whose names are
subscribed to the within instrument and acknowledged to me that they executed the
same in their authorized capacities, and that by their signatures on the instrument the
persons, or the entity upon behalf of which the persons acted, executed the instrument.
WITNESS my hand and official seal.
ouvu►MFBOMRM
Com"IbOM 9116M
Notary PLtft-camamlt
CMrQeC0W*
f My Comm.BV=Jun%=
Olivia Iskenderian
California General Purpose Acknowledgment
For all documents executed in the State of California
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� CITY OF HUNTINGTON BEACH
INTERDEPARTMENTAL COMMUNICATION
To: Ray Silver, City Administrator
From: John Reekstin, Director of Administrative Services
Subject: FIS 2000-18 Approve Reimbursement Agreement with
Shea Homes Limited Partnership for professional planning services
in connection with the annexation of Shea Property to the City of
Huntington Beach.
Date: March 21 , 2000
As required by Resolution 4832, this Fiscal Impact Statement has
been prepared for "Approve Reimbursement Agreement with Shea
Homes Limited Partnership for professional planning services in
connection with the annexation of Shea Property to the City of
Huntington Beach"
If the City Council approves this request (total appropriation
$22,375), there will be no effect on any of the City's fund balances
since the appropriation will be funded by advances from developers.
J n Reekstin,
Director of Administrative Services
RCA t0U.TING !1HEET
INITIATING PLANNING DEPARTMENT
DEPARTMENT:
SUBJECT: APPROVE THE REIMBURSEMENT--
AGREEMENT WITH SHEA HOMES LIMITED
PARTNERSHIP FOR PROFESSIONAL
PLANNING SERVICES IN CONNECTION
WITH THE ANNEXATION OF SHEA
PROPERTY TO THE CITY OF HUNTINGTON
t BEACH,
COUNCIL MEETING DATE: May 15, 2000
RCA.ATTACHMENTS ., STATUS
Ordinance (w/exhibits & legislative draft if applicable) Not Applicable
Resolution (wlexhibits & legislative draft if applicable) Not Applicable
Tract Map, Location Map and/or other Exhibits Not Applicable
Contract/Agreement (wlexhibits if applicable)
(Signed in full by the City Attomey) Attached
Subleases, Third Party Agreements, etc:
(Approved as to form by City Attomey) . Not Applicable
Certificates of Insurance (Approved by the City Attorney) Not Applicable
Financial Impact Statement (Unbudget, over $5,000) Attached
Bonds (If applicable) Not Applicable
Staff Report (If applicable) Not Applicable
Commission, Board or Committee Report (If applicable) Not Applicable
Findings/Conditions for Approval and/or_Denial Not Applicable
EXPLANATION FOR-MISSING ATTACHMENTS
-REVIEWED' . .. .` RETURNED . -. :;FORWARDED
Administrative Staff � /a �' ( ) . { _}
Assistant City Administrator (Initial) ( ) { }
City Administrator (Initial)
City Clerk ( )
EXPLANATION'.FOR_RETURN:°OF`ITEM: