HomeMy WebLinkAboutAbdelmuti Development Corporation & American Express Financial Corporation - 1999-11-15lI7 ,bh/e,e -
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Council/Agency Meeting Held: a /S Z2 9�l1•:3d
7red/Continued to:
oved Conditional) A roved ❑ Denied
Chtlerk's Signature
Council Meeting Date: November 15, 1999
Depa ment ID Number: ED 99-56
CITY OF HUNTINGTON BEACH
REQUEST FOR REDEVELOPMENT AGENCY ACTION
SUBMITTED TO: HONORABLE CHAIRMAN AND REDEVELOPMENT AGENC
MEMBERS
-7
SUBMITTED BY: RAY SILVER, Executive Director
PREPARED BY: DAVID C. BIGGS, DIRECTOR ECONOMIC DEVELOPMENZ
SUBJECT Approve as to Form: Lease Between Abdelmuti Development
Company and American Express Co. (Oceanview Promenade)
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Statement of Issue, Funding Source, Recommended Action, Alternative Action(s), Analysis, Environmental Status, Attachment(s)
Statement of Issue: The Owner Participation Agreement (OPA) between the Agency and
Abdelmuti Development Company requires the Agency to pay the difference between the
"Guaranteed Rental Rate" and the actual amount of the rent collected from a specified
portion of the office space in the Oceanview Promenade. The Agreement also requires the
Agency's approval as to form on all leases within fifteen (15) days of submission to the
Agency.
Funding Source: Redevelopment Tax Increment (FY 1999-2000 Appropriation: $135,000)
Recommended Action: MOTION TO:
Approve as to form the attached lease between Abdelmuti Devlopment Company and
American Express Company for Suite 2B in the Oceanview Promenade building for a two
year term beginning January 13, 2000 at the rate of $1.80 per square foot for the first year
and $1.85 for the second year.
Alternative Actions : Do not approve the lease as to form.
REQUEST FOR REDEVELOPMENT AGENCY ACTION
MEETING DATE:
DEPARTMENT ID NUMBER: ED 99-56
Analysis: In May of 1991, the Agency approved an Owner Participation Agreement with the
Abdelmuti Development Company for the development of a 42,000 square foot retail and
office building known as Oceanview Promenade. The Provsions of the Agreement (and its
subsequent amendments) require the Agency make "Rent Differential Payments" on a
monthly basis for an amount equal to the difference between the "Guaranteed Rent" (as
defined in the Agreement) and the "Contract Rent" (the rent actually collected from tenants).
In March of this year, in an effort to better identify current market rents for office space, staff
contracted with an appraiser to perform a rental value appraisal of all the office space in
Oceanview Promenade. The results of this work showed that current rents in the building
lagged the market. The results of the appraisal were shared with the building owner with the
request that, as leases came due for renewal, that the appraisal be used as a guide in
negotiatiating future rents.
The rent in the attached lease for Suite 213 is consistent, in fact slightly exceeds, the $1.75
per square foot rental value established by the appraisal. It is for a term of two years without
option to renew (which means that rents will again be renegotiated at that time) and it
includes a rent escalation in the second year (which staff had also requested to be included
in all renewals). Therefore, staff recommends approval as to form of this lease.
Environmental Status: NA
Attachment(s)•
RCA Author: kohler @ 5457
AMXrenewalRAA -2- 11/04/991:13 PM
•
Form of Lease Between Abdelmuti Development Co. &
American Express Co. (Oceanview Promenade)
ATTACHMENT #1
•
FIRST AMENDMENT TO OFFICE SPACE LEASE
This First Amendment to Office Space Lease (this "Amendment"), dated as of the. -day
of , 199% is made by and between ABDELMUTI DEVELOPMENT COMPANY, a
California general partnership ("Landlord"), and AMERICAN EXPRESS FLNANCIAL SERVICES
INC., a Delaware corporation, formerly known as IDS Financial Services, Inc. ("Tenant").
RECITALS
A. Landlord and Tenant have previously executed that certain Office Space Lease dated
November 10, 1994 as amended by that Confirmation of Term undated (the "Lease") demising to
Tenant Two Thousand Six Hundred Sixty -Nine (2,669) rentable square feet of space designated as
Suite 2B (the 'Premises") in the building known as Oceanview Promenade located at 101 Main
Street, Huntington Beach, California (the 'Building").
B. Landlord and Tenant desire to, among other things, extend the term of the Lease for
an approximate two (2) year period on the same terms and conditions set forth in the Lease, except
as otherwise set forth herein.
C. The parties now desire to amend the Lease, pursuant to Section 20.3 thereof, as more
particularly set forth below.
D. All terms not defined herein shall have the meanings ascribed to them in the Lease.
NOW, THEREFORE, for fair and valuable consideration, the receipt and adequacy of which
is hereby acknowledged, Landlord and Tenant agree as follows:
1. Extension of Lease Term. The term of the Lease which was otherwise set to expire
on January 12, 2000 shall be extended to January 31, 2002. Section 2.3 of the Lease entitled Option
to Extend Term is hereby deleted, Tenant specifically acknowledging that it has no further rights to
extend the term of the Lease. Section 2.4 of the Lease entitled Right of First Offer is hereby deleted
and a new Section 2.4 is inserted in its place as follows:
"SECTION 2.4. RIGHT TO NEGOTIATE. Prior to Landlord entering into a lease
with a third party for the Premises upon the expiration of the existing term of the Lease, Landlord
agrees to negotiate in good faith with Tenant if Tenant desires to further extend the term of the
Lease. Landlord and Tenant may agree to enter into such extension, but only on terms and
conditions as Landlord may approve in its sole and absolute discretion, and nothing in this Section
2.4 shall be intended as other than an opportunity for Tenant to negotiate an extension of the Lease
with Landlord. This right of negotiation shall last for a period of fifteen (15) business days from the
date of initiation of discussions by either Landlord or Tenant and shall become null and void at the
expiration of such fifteen (15) business day period."
2. Basic Annual Rent. As of January 13, 2000 (the "Effective Date"), the Basic Annual
Rent schedule set forth in Item 5 of the Basic Lease Provisions shall be deleted and replaced with
the following:
•
Lease Term
January 13, 2000 - January 31, 2001
February 1, 2001 - January 31, 2002
Basic Annual Rent
$57,650.40 - payable $4,804.20 per month
$59,251.80 - payable $4,937.65 per month
3. Operating Expenses. Upon the Effective Date, Section 3.3 OPERATING
EXPENSES shall be deleted and replaced with the following:
"SECTION 3.3 OPERATING EXPENSES. Tenant is not obligated to pay any
additional sums with respect to common area maintenance expense, building maintenance expense
or any other expense except as may be specifically set forth in this Lease."
4. Use. Section 4.1 shall be amended by deleting the phrase in parentheses
commencing in the second line of that Section and ending in the third line of that Section.
5. Parking. Section 5.4(a) of the Lease is hereby deleted in its entirety and the
following shall be substituted in lieu thereof:
"(a) Tenant acknowledges that no parking areas are provided at the Project and that
Tenant may use the parking structure provided by the City of Huntington Beach located near the
Project. Landlord agrees to provide Tenant with nine (9) parking passes at the expense of Landlord
for use by Tenant and its employees during the term of the Lease. Other than as set forth herein,
Tenant acknowledges that the availability of parking and the rates charged for parking are subject to
change and are not within Landlord's control."
6. Assignment and Subletting. Article VIII shall be amended as follows:
(a) Deleting the last sentence of Section 8.3 and substituting the following in lieu
thereof:
"Notwithstanding the foregoing, Tenant shall not be required to pay the
aforementioned transfer fee in connection with an assignment or subletting of the Premises to a
"Tenant Affiliate," as defined in Section 8.4 below."
(b) A new Section 8.4 is inserted into the Lease as follows:
"SECTION 8.4 AFFILIATE TRANSFER. Notwithstanding anything to the
contrary in this Article VIII, Landlord's consent shall not be required in the event of an assignment
or sublease of the entire Premises to any entity (a) controlling by or under common control with
Tenant or American Express Company, or (b) that is Tenant's successor through merger,
reorganization or consolidation, or (c) that acquires substantially all of the assets of Tenant
(collectively, a "Tenant Affiliate"); provided that in each such instance (i) Tenant shall not be in
default under this Lease (beyond any applicable cure or grace periods) at the time of said transfer;
(ii) no change in use of the Premises shall result by reason of such transfer; (iii) Tenant shall give
Landlord at least ten (10) business days' prior written notice of said transfer; and (iv) the assignee or
sublessee shall furnish Landlord at least ten (10) business days prior to the transfer a written
instrument reasonably satisfactory to Landlord by which such assignee or sublessee agrees to
assume and perform all covenants and conditions of Tenant contained in this Lease. No such
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assignment or sublease shall release the original Tenant or any assignee thereof from liability under
this Lease."
7. Default. Article = shall be amended by inserting the following at the end of
Section 13.1(a):
"However, that Tenant shall not be in default hereunder if it abandons the Premises
so long as Tenant continues to perform all of its obligations hereunder, including without limitation,
the payment of Basic Annual Rent and all other charges due hereunder, and the continuation of all
insurance policies required herein."
S. All notices to be given to Tenant in accordance with the Lease shall be delivered to
Tenant at:
American Express Financial Corporation
Attention: Portfolio Manager
IDS Tower 10 F12/677
Minneapolis, MN 55440
With a copy at the same time and in the same manner to:
American Express Lease Administration
2022 N. 31 st Ave.
Mail Stop 080106
Phoenix, AZ 85027
American Express Financial Corporation
Attn: Managing Lawyer, Real Estate
IDS Tower 10 T27/52
Minneapolis, MN 55440
Or such other address(es) as Tenant may designate from time to time.
9. As -Is Condition. Tenant acknowledges that Landlord shall have no obligation to
perform any improvements or work of any kind in the Premises in connection with this Amendment
and that Tenant's continued tenancy in the Premises shall be on a "AS -IS" basis except as stated
otherwise in the Lease.
10. Brokerage Commission. Tenant is responsible for the payment of any brokerage
commission to CB Richard Ellis payable in connection with the extension of the term of the Lease
pursuant to a separate agreement and Landlord shall have no obligation to pay any brokerage
commission.
11. Approval by Redevelopment Agency. The effectiveness and validity of this
Amendment is conditioned upon the approval of this Amendment by the Redevelopment Agency of
the City of Huntington Beach (the "Agency"). Should the Agency disapprove the Amendment, it
shall automatically become null and void.
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12. Conflict. In the event of a conflict between this Amendment and the Lease, the
terms of this Amendment shall govern and control.
13. Full Force and Effect. Except as specifically modified herein, the Lease remains in
full force and effect.
IN WITNESS WHEREOF, the parties have executed this Amendment as of the date first
written above.
ABDELMUTI DEVELOPMENT COMPANY, a
California general partnership
1.2
"Landlord"
Ahmad H. Abdelmuti,
general partner
AMERICAN EXPRESS FINANCIAL SERVICES
INC., a Delaware corporation
By:
Its:
By:
Its:
"Tenant"
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RCA ROUTING SHEET
INITIATING DEPARTMENT:
Economic Development
SUBJECT:
Approval as to Form: Lease Between Abdelmuti
Development Co. & American Express .
COUNCIL MEETING DATE:
November 15, 1999
RCA ATTACHMENTS
STATUS
Ordinance (w/exhibits & legislative draft if applicable)
Not Applicable
Resolution (w/exhibits & legislative draft if applicable)
Not Applicable
Tract Map, Location Map and/or other Exhibits
Not Applicable
Contract/Agreement (w/exhibits if applicable)
(Signed in full by the City Attome
Not Applicable
Subleases, Third Party Agreements, etc.
(Approved as to form by City Attome
Attached
Certificates of Insurance (Approved by the City Attome
Not Applicable
Financial Impact Statement Unbud et, over $5,000
Not Applicable
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
RETIJRNED
FORWARDED
Administrative Staff titWf q y , 3-,.,
Assistant Ci Administrator Initial
Ci Administrator Initial
City Clerk
EXPLANATION FOR RETURN OF ITEM:
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RCA Author: kohler @ 5457
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A T T 1. RNEYS AT LAW
A PART`'ER51-1IP INCLUDING PROFESSIONAL CORPORATIO.14S
611 ANTON BOULEVARD, FOURTEENTH FLOOR
COSTA MESA, CALIFORNIA 92626-1998
DIRECT ALL MAIL TO: POST OFFICE SOX 1950
COSTA MESA, CALIFORNIA 92628-1950
TELEPHONE 714-641.5100 FACSIMILE 714-546-903S
INTERNETADDRESS wl w.rutanxnm
ADAM N. VOLXMT (714) 641-3442
E-Mail: avoucerlOmtan.oam
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TERENCE 1. CALEACHER
November 12, 1999
VIA FACSIlVIILE AND U.S. MAIL
Mr. David C. Biggs
Director of Economic Development
Redevelopment Agency of the
City of Huntington Beach
City of Huntington Beach
2000 Main Street
RECEIVED
Nov 15 lgaq
ECONOMIC DEVELOPMFr11
Huntington Beach, California 92648 ``' 7:
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Re: Owner Participation Agreement ("OPA") By and Between the Redevelopment Agency
of the City of Huntington Beach ("Agency") and Abdelmuti Development Company
("'ADC")
Dear Mr. Biggs:
This letter is in follow-up to the letter dated September 13, 1999 to ADC from Ray Silver
requesting an appraisal of the Guaranteed Rental Rate pursuant to the OPA. As you know, the
current Guaranteed Rent is $38,550.00 per month, based on the Guaranteed Rental Rate of
approximately $1.90 per square foot. The Guaranteed Rent is determined by multiplying the
Guaranteed Rental Rate by the 20,300 square feet comprising the Differential Rent Payment
Building Area. For the past few years, the Guaranteed Rental Rate has been adjusted pursuant
to increases in the CPI.
The OPA provides that the Guaranteed Rental Rate cannot be adjusted below the
Guaranteed Rental Rate'then in effect by reason of the appraisal. Because of such limitation,
we believe that the requested appraisal is not necessary because it appears unlikely that an
appraisal would conclude that the fair market rental rate for office space in Oceanview
Promenade is greater than $1.90 per square foot. If the appraisal were conducted, the OPA
267/014820-0001/3299746. all/12199
9
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Mr. David C. Biggs
November 12, 1999
Page 2
provides that such appraised amount would remain in effect for a three year period, unless the
Agency again requests an appraisal. Accordingly, ADC concludes that the Guaranteed Rent to
be in effect for the calendar years 2000, 2001 and 2002 should continue to be $38,550.00 per
month, with no CPI adjustment to be made to the Guaranteed Rent to be in effect for such
period of time.
If you agree with the foregoing, please confirm the same by executing the enclosed copy
of this letter where indicated. Should you have any questions regarding the foregoing, please
do not hesitate to call me.
Very truly yours,
RUTAN & TUCKER, LLP
A A71 /-�
amN. Volkert
ANV: nw
cc: Mr. Mike Abdelmuti (via facsimile)
Jeffrey M. Oderman, Esq.
Stephen Kohler (via facsimile)
THE UNDERSIGNED AGREES TO THE FOREGOING AND TO CONTINUE THE
CURRENT GUARANTEED RENTAL RATE AND GUARANTEED RENT IN EFFECT FOR
CALENDAR YEARS 2000, 2001, AND 2002, WITH NO CPI ADJUSTMENT TO BE MADE
TO THE GUARANTEED RENT TO BE IN EFFECT FOR SUCH PERIOD OF TIME.
Acknowledged and agreed this day of November, 1999.
David C. Biggs
Director of Economic Development
Redevelopment Agency of the
City of Huntington Beach
2671014820-000113299746. all/121"
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CITY OF HUNTINGTON BEACH
InterOffice Communication
Economic Development Department
DATE: November 15, 1999
TO: Honorable Mayor and City Council Members _
FROM: David C. Biggs, Director of Economic Development
VIA: Ray Silver, City Administrator
Subject: LATE COMMUNICATION (ITEM E-9)
Curtailment of Increases in Guaranteed Rental Rate
CD
(Oceanview Promenade)
Attached is a letter received today from Adam Volkert, Esq. of the law firm of
Rutan and Tucker, counsel for Abdelmuti Development Company (ADC)
consenting to no further increases in the "Guaranteed Rent" for office space in
the Oceanview Promenade for the years 2000, 2001 and 2002.
The provisions of the Owner Participation Agreement (OPA) between the Agency
and ADC permit adjustments to the Guaranteed Rent by one of two means: 1) an
annual CPI adjustment or 2) adjustment by a fair market appraisal. In the years
since the Agreement was approved, the Agency has elected to use the CPI
adjustment technique due to the relatively low rate of inflation in the U.S.
economy. These adjustments (since 1991) have brought the Guaranteed Rent to
$38,550 per month, or about $1.90 per square foot per month, for the 20,300
square feet subsidized by the Agency.
Council members will recall that staff contracted for a fair market rental appraisal
of the office space in Oceanview Promenade earlier this year. The report
showed rental values in the building in the $1.75 per square foot per month
range. Therefore, this fall staff put ADC on notice that the Agency would use the
appraisal method to determine future adjustments in the Guaranteed Rent.
Since an appraisal was done so recently and because it is unlikely that a new
appraisal would show any real increase in rents, ADC has agreed to the use of
the appraisal method without the formality of actually having an appraisal
performed. This will save the Agency, and ADC, about $5,000-$7,500 each.
While the Agreement does not permit that the Guaranteed Rent be rolled back, it
does provide that, if the appraisal method is selected and the appraised rent is
less than the then Guaranteed Rent, then the Guaranteed Rent is fixed for a
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three year term. In this case, the Guaranteed Rent will remain fixed for the
calendar years 2000, 2001 and 2002. At that time the Agency may again elect to
use the appraisal method to determine if an increase in the Guaranteed Rent is
warranted.
We are in the process of processing this letter from ADC's counsel through the
City Attorney's office, but are inclined to sign the acknowledgement. I hope this
information will be of assistance to the Council members. If you have any
questions, please call.
Attachment
XC: Ray Silver
Gail Hutton
Melanie Fallon
Gus Duran
Stephen V. Kohler