HomeMy WebLinkAbout06-28-21 CVBFFA AgendaChula Vista Bayfront Facilities Financing Authority
San Diego Unified Port District
Meeting Agenda
3165 Pacific Hwy.
San Diego, CA 92101
Virtual Meeting3:00 PMMonday, June 28, 2021
****Pursuant to Governor Newsom’s Executive Order N-29-20 pertaining to the
convening of public meetings in response to the COVID-19 pandemic, the CHULA
VISTA BAYFRONT FACILITIES FINANCING AUTHORITY (AUTHORITY) hereby provides
notice that it will hold a regular meeting of the BOARD OF DIRECTORS OF THE
AUTHORITY (BOARD). The BOARD will attend the meeting and participate remotely to
the same extent as if they were present.
Due to Governor Newsom's Executive Order, the Board Chambers will remain closed to
the public.
MEMBERS OF THE PUBLIC MAY VIEW THIS MEETING VIA LIVESTREAM at:
https://portofsandiego.legistar.com/Calendar.aspx
REMOTE PUBLIC COMMENT IS AVAILABLE FOR THIS MEETING DOING ONE OF THE
FOLLOWING NO LATER THAN 2:00 PM on Monday, June 28, 2021:
1. Call 619-736-2155 and leave a brief voicemail message (no longer than 2 minutes) that
will be played during the meeting.
2. Email a request to provide live comment to PublicRecords@portofsandiego.org to
receive a link to participate in the meeting to provide live comments. *
3. Submit written comments to PublicRecords@portofsandiego.org which will be
forwarded to the Board and included in the agenda-related materials record for the
meeting.
* Neither the San Diego Unified Port District nor the Authority are responsible for the
member of the public’s internet connections or technical ability to participate in the
meeting. It is highly recommended that you use voicemail rather than provide live
comment.
In keeping with the Americans with Disabilities Act (ADA), the Authority and San Diego
Unified Port District will make every reasonable effort to encourage participation in all its
public meetings. If you require assistance or auxiliary aids in order to participate at this
public meeting, please contact the
Office of the District Clerk at publicrecords@portofsandiego.org or (619) 686-6206
at least 48 hours prior to the meeting.
Page 1 San Diego Unified Port District Printed on 6/24/2021
June 28, 2021Chula Vista Bayfront Facilities
Financing Authority
Meeting Agenda
Board of Directors
Honorable City of Chula Vista Mayor Mary Casillas Salas
City of Chula Vista Councilman Stephen Padilla
Port Commissioner Ann Moore
Port Commissioner Rafael Castellanos
Port Commissioner Dan Malcolm
Call to Order
Roll Call
Non-Agenda Public Comment
Each individual speaker is limited to two (2) minutes
Consent Items
A) Approval of Minutes of January 8, 2020
B) Approval of Minutes of February 26, 2020
C) Approval of Minutes of April 1, 2020
D) Approval of Minutes of April 27, 2020
E) Approval of Minutes of May 20, 2020
F) Approval of Minutes of June 8, 2020
G) Approval of Minutes of December 2, 2020
Action Items
Resolution:
A) Selecting the Chair and Vice Chair and Confirming the Designation of Other Officers
of the Chula Vista Bayfront Facilities Financing Authority (Authority)
B) Authorizing the Issuance of One or More Series of Revenue Bonds by the Authority
C) Authorizing the Execution and Delivery of the Third Amended and Restated Revenue
Sharing Agreement among the City of Chula Vista (City), the San Diego Unified Port
District (District), and the Authority
D) Authorizing the Execution and Delivery of the Project Implementation Agreement
among the City, the District, the Bayfront Project Special Tax Financing District (Special
Tax District), and RIDA Chula Vista, LLC (RIDA) for the Construction of Public
Infrastructure (Phase 1A Improvements) and a Convention Center, with Conditions
Page 2 San Diego Unified Port District Printed on 6/24/2021
June 28, 2021Chula Vista Bayfront Facilities
Financing Authority
Meeting Agenda
E) Authorizing the Execution and Delivery of the Site Lease between the District and the
Authority (Site Lease) for the land necessary to construct a Convention Center located in
the City of Chula Vista, with Conditions
F) Authorizing the Execution and Delivery of the Facility Lease between the Authority and
the City, with Conditions
G) Authorizing the Execution and Delivery of the Bond Purchase Agreement among J.P.
Morgan Securities LLC, the Authority, the District, the Special Tax District, and the City for
the Purchase and Sale of One or More Series of Bonds issued by the Authority, with
Conditions
H) Authorizing the Execution and Delivery of the Indenture of Trust between the Authority
and Wilmington Trust, National Association (Trustee), with Conditions
I) Authorizing the Execution and Delivery of the Support Agreement between the District
and the Authority, with Conditions
J) Authorizing the Execution and Delivery of the Loan Agreement between the Authority
and the Special Tax District, with Conditions
K) Authorizing the Execution and Delivery of Other Documents Related to the Issuance of
the Authority Bonds
Staff Comments
Board Comments
Adjournment
Page 3 San Diego Unified Port District Printed on 6/24/2021
Page 1 of 2
MEETING OF THE CHULA VISTA BAYFRONT FACILITIES FINANCING AUTHORITY
Minutes
Wednesday, January 8, 2020
3:00 PM
Port of San Diego
Don L. Nay Port Administration Boardroom
3165 Pacific Highway
San Diego, CA 92101
A. Call to Order
Donna Morales, District Clerk for the Port of San Diego, called the meeting of the Board of
Directors of the Chula Vista Bayfront Facilities Financing Authority to order at 3:10 p.m., on
Wednesday, January 8, 2020, in the Port of San Diego’s Don L. Nay Port Administration
Boardroom, 3165 Pacific Highway, San Diego, CA 92101.
B. Roll Call
Board of Directors Present: Mary Casillas Salas, Rafael Castellanos, Dan Malcolm, Ann
Moore, and Stephen Padilla
Absent: None.
Officers Present: Randa Coniglio (Executive Director), and Donna Morales (Secretary)
C. Non-Agenda Public Comment
None.
D. Action Items
1. Approval of Minutes of October 9, 2019
The following member(s) of the public addressed the Board with agenda-related comments:
None.
Moved by Board Member Malcolm, seconded by Board Member Castellanos, the Board
approved the minutes of October 9, 2019.
The motion carried by the following vote: Yeas: Casillas Salas, Castellanos, Malcolm,
Moore, and Padilla
2. A. Resolution of the Chula Vista Bayfront Facilities Financing Authority Adopting a
Procurement Policy for Developer-Performed Public Works.
B. Resolution of the Chula Vista Bayfront Facilities Financing Authority (Authority): (1)
Authorizing RIDA Chula Vista, LLC (Developer) to Proceed with the Development and
Construction of Developer’s Public Improvements, with Conditions; (2) Finding Developer’s
Proposed Sole Source Award of the Prime Contract to Construct Developer’s Public
Improvements to be in the Best Interest of the Public; (3) Delegating Authority to the
Executive Director, or Designee, to Implement the Subcontractor Procurement Process for
Page 2 of 2
the Phase 1A Improvements in Accordance with the Authority’s Procurement Policy; and
(4) Finding the Convention Center to be a Special Purpose Project Pursuant to the
Authority’s Procurement Policy, Granting a Waiver of the Procurement Policy Requirements
for the Subcontractor Award and Bid Process for the Convention Center, and Delegating
Authority to the Executive Director, or Designee, to Implement Appropriate Project
Implementation Safeguards for the Convention Center.
Tiffany Allen, Assistant Director, Development Services, City of Chula Vista provided staff
presentation on Action Item D-2 (A copy of the staff report, presentations and any agenda-
related materials are on file with the Office of the District Clerk, Port of San Diego).
The following member(s) of the public addressed the Board with agenda-related comments:
None.
Board members Moore, Malcolm, Padilla, and Casillas Salas, provided comments, asked
clarifying questions, and directed staff regarding modifications to the resolutions and policy.
Tiffany Allen, Glen Googins, City Attorney, City of Chula Vista, and Shaun Sumner, Vice
President of Real Estate, Engineering and Facilities, Port of San Diego, responded. Ms.
Allen and Mr. Googins acknowledged they will incorporate the changes as directed. Kip
Howard, representing RIDA, asked clarifying questions, Board Member Malcolm
responded.
Board Member Castellanos made a motion to adopt Action Item 2A Resolution 2020-001
Action Item 2B – Resolution 2020-002, as amended per direction to staff, Board member
Moore seconded the motion. The motion passed unanimously.
E. Staff Comments
None.
F. Board Comments
Commissioner Moore thanked staff for their excellent work regarding the procurement
policy.
G. Adjournment
The meeting adjourned at 3:48 p.m.
Mary Casillas Salas, Chair
Board of Directors
ATTEST:
Donna Morales
Secretary
Page 1 of 2
MEETING OF THE CHULA VISTA BAYFRONT FACILITIES FINANCING AUTHORITY
BOARD OF DIRECTORS
Minutes
Wednesday, February 26, 2020
3:00 PM
Board of Directors
Honorable City of Chula Vista Mayor Mary Casillas Salas
City of Chula Vista Councilman Stephen Padilla
Port Commissioner Ann Moore
Port Commissioner Rafael Castellanos
Port Commissioner Dan Malcolm
A. Call to Order
Donna Morales, District Clerk for the Port of San Diego, called the meeting of the Board of
Directors of the Chula Vista Bayfront Facilities Financing Authority to order at 3:10 p.m., on
Wednesday, February 26, 2020, in the Port of San Diego’s Don L. Nay Port Administration
Boardroom, 3165 Pacific Highway, San Diego, CA 92101.
B. Roll Call
Board of Directors Present: Mary Casillas Salas, Rafael Castellanos, Dan Malcolm, and
Stephen Padilla.
Excused: Ann Moore
Officers Present: Donna Morales (Secretary)
C. Non-Agenda Public Comment
None.
D. Action Items
1. Resolution to Change the Day and Frequency of the Regular Meetings of the Board of
Directors to the First and Third Wednesday of Each Month and the Second and Fourth
Monday of Each Month, beginning March 4, 2020, and to Establish the Location of the Regular
Meetings
The following member(s) of the public addressed the Board with agenda-related comments:
None.
Moved by Board Member Castellanos, seconded by Board Member Malcolm, the Board
adopted Resolution No. 2020-003 of the Chula Vista Bayfront Facilities Financing Authority
Page 2 of 2
(Authority) to Change the Day and Frequency of the Regular Meetings of the Board of
Directors to the First and Third Wednesday of Each Month and the Second and Fourth
Monday of Each Month, beginning March 4, 2020, and to Establish the Location of the Regular
Meetings.
The motion carried by the following vote: Yeas: Casillas Salas, Castellanos, Malcolm, and
Padilla.
Excused: Moore
2. Resolution of the Chula Vista Bayfront Facilities Financing Authority Regarding its Intention
to Issue Tax Exempt Obligations to Finance Public Infrastructure on the Chula Vista Bayfront
and to Make Related Reimbursements.
The following member(s) of the public addressed the Board with agenda-related comments:
None.
Moved by Board Member Malcolm, seconded by Board Member Padilla, the Board adopted
Resolution No. 2020-004 of the Chula Vista Bayfront Facilities Financing Authority (Authority)
Regarding its Intention to Issue Tax Exempt Obligations to Finance Public Infrastructure on the
Chula Vista Bayfront and to Make Related Reimbursements.
The motion carried by the following vote: Yeas: Casillas Salas, Castellanos, Malcolm, and
Padilla.
Excused: Moore
E. Staff Comments
None.
F. Board Comments
None.
G. Adjournment
The meeting adjourned at 3:14 p.m.
Mary Casillas Salas, Chair
Board of Directors
ATTEST:
Donna Morales
Secretary
Page 1 of 3
MEETING OF THE CHULA VISTA BAYFRONT FACILITIES FINANCING AUTHORITY
BOARD OF DIRECTORS
Minutes
Wednesday, April 1, 2020
3:00 PM
Board of Directors
Honorable City of Chula Vista Mayor Mary Casillas Salas
City of Chula Vista Councilman Stephen Padilla
Port Commissioner Ann Moore
Port Commissioner Rafael Castellanos
Port Commissioner Dan Malcolm
A. Call to Order
Donna Morales, District Clerk for the Port of San Diego, called the meeting of the Board of
Directors of the Chula Vista Bayfront Facilities Financing Authority to order at 3:01 p.m.,
on Wednesday, April 1 2020, via Microsoft Teams meeting.
B. Roll Call
Board of Directors Present: Mary Casillas Salas, Rafael Castellanos, Dan Malcolm, and
Ann Moore.
Excused: Stephen Padilla
Officers Present: Randa Coniglio (Executive Director), and Donna Morales (Secretary),
and David Bilby, Treasurer
C. Non-Agenda Public Comment
None.
D. Action Items
1. Adopt a Resolution Ratifying the Final Form of the Chula Vista Bayfront Facilities
Financing Authority (Authority) Board of Director’s Modifications to the Authority’s
Procurement Policy for Developer-Performed Public Works and Resolution 2020-
002 Implementing the Construction of Public Improvements for the Chula Vista
Bayfront Resort Hotel and Convention Center Project
The following member(s) of the public addressed the Board with agenda-related
comments: None.
Moved by Board Member Malcolm, seconded by Board Member Moore, the Board
approved the continuance of the Resolution Ratifying the Final Form of the Chula
Page 2 of 3
Vista Bayfront Facilities Financing Authority (Authority) Board of Director’s
Modifications to the Authority’s Procurement Policy for Developer-Performed Public
Works and Resolution 2020-002 Implementing the Construction of Public
Improvements for the Chula Vista Bayfront Resort Hotel and Convention Center
Project
The motion carried by the following vote: Yeas: Casillas Salas, Castellanos,
Malcolm, and Moore
Excused: Padilla
2. Adopt a Resolution of the Authority Adopting a Procurement Policy for Professional
and Legal Services
Moved by Board Member Casillas Salas, seconded by Board Member Moore, the
Board adopted Resolution 2020-005 of the Authority Adopting a Procurement Policy
for Professional and Legal Services
The motion carried by the following vote: Yeas: Casillas Salas, Castellanos,
Malcolm, and Moore
Excused: Padilla
3. Adopt a Resolution Authorizing the Co-Counsels of the Authority to Execute the
Legal Services Agreement with Stradling Yocca Carlson and Rauth for Bond
Counsel and Disclosure Counsel Services in the Maximum Amount of $450,000,
Including a Waiver of Potential and Actual Conflicts of Interest Regarding
Representation of the Authority and Others
Moved by Board Member Moore, seconded by Board Member Castellanos, the
Board adopted Resolution 2020-006 Authorizing the Co-Counsels of the Authority
to Execute the Legal Services Agreement with Stradling Yocca Carlson and Rauth
for Bond Counsel and Disclosure Counsel Services in the Maximum Amount of
$450,000, Including a Waiver of Potential and Actual Conflicts of Interest Regarding
Representation of the Authority and Others
The motion carried by the following vote: Yeas: Casillas Salas, Castellanos,
Malcolm, and Moore
Excused: Padilla
E. Staff Comments:
Elizabeth Alonso, Deputy General Counsel, Port of San Diego read the following
statement into the record:
Consistent with the Procurement Policy for Professional and Legal Services set forth in
Item D(2) above, the Co-Counsels of the Authority expect to enter into an agreement
for legal services by and among Colantuono, Highsmith & Whatley, P.C., the San
Diego Unified Port District, and the City of Chula Vista, for a validation action related to
the Chula Vista Bayfront Resort Hotel and Convention Center Project
Page 3 of 3
F. Board Comments
None.
G. Adjournment
The meeting adjourned at 3:09 p.m.
Mary Casillas Salas, Chair
Board of Directors
ATTEST:
Donna Morales
Secretary
Page 1 of 2
MEETING OF THE CHULA VISTA BAYFRONT FACILITIES FINANCING AUTHORITY
BOARD OF DIRECTORS
Agenda
Monday, April 27, 2020
3:00 PM
Board of Directors
Honorable City of Chula Vista Mayor Mary Casillas Salas
City of Chula Vista Councilman Stephen Padilla
Port Commissioner Ann Moore
Port Commissioner Rafael Castellanos
Port Commissioner Dan Malcolm
A. Call to Order
Donna Morales, District Clerk for the Port of San Diego, called the meeting of the Board of Directors
of the Chula Vista Bayfront Facilities Financing Authority to order at 3:01 p.m., on Wednesday, April
27, 2020, via Microsoft Teams meeting.
B. Roll Call
Board of Directors Present: Mary Casillas Salas, Dan Malcolm, Ann Moore, and Stephen Padilla
Excused: Rafael Castellanos
Officers Present: Donna Morales (Secretary), and David Bilby (Treasurer & Auditor)
C. Non-Agenda Public Comment
None.
D. Consent Agenda
1. Adopt a Resolution of the Chula Vista Financing Authority (Authority) Approving an Assignment
and Assumption of Investment Banking and Bond Underwriting Services Agreement Between the
City of Chula Vista (City) and the Authority and Approving a Bayfront Project Underwriter Letter of
Intent Between the Authority and J.P. Morgan Securities LLC.
Donna Morales, District Clerk for the Port of San Diego, announced that additional agenda-related
information was received by the Board of Directors for this item after the publication of the
agenda.
The following member(s) of the public addressed the Board with agenda-related comments: None.
Board members Malcolm, Moore, Casillas Salas, and Padilla provided comments and asked
clarifying questions. Glen Googins, City Attorney, City of Chula Vista and Tiffany Allen, Assistant
Director of Development Services, City of Chula Vista, responded.
Page 2 of 2
Moved by Chair Casillas Salas, seconded by Board Member Moore, the Board approved the
continuance of the Resolution of the Chula Vista Financing Authority (Authority) Approving an
Assignment and Assumption of Investment Banking and Bond Underwriting Services Agreement
Between the City of Chula Vista (City) and the Authority and Approving a Bayfront Project
Underwriter Letter of Intent Between the Authority and J.P. Morgan Securities LLC
The motion carried by the following vote: Yeas: Casillas Salas, Malcolm, Moore, and Padilla
Excused: Castellanos
E. Action Items
No action items.
F. Staff Comments:
Elizabeth Alonso, Deputy General Counsel, Port of San Diego read the following statement into
the record:
In accordance with the Authority Policy for Procurement of Professional and Legal Services, the
Co-Counsels of the Authority entered into an agreement for legal services by and among
Colantuono, Highsmith & Whatley, P.C. (Outside Counsel), the San Diego Unified Port District
(District), and the City, effective April 1, 2020, for a validation action related to the Chula Vista
Bayfront Resort Hotel and Convention Center Project (Legal Agreement). The Legal Agreement
includes a waiver regarding potential conflicts of interest resulting from the joint representation
from Outside Counsel to the City, the Authority, and the District. The Co-Counsels of the Authority
have reviewed the waiver regarding potential conflicts of interests, determined that it is in the best
interest of the Authority to approve the waiver, and have approved the waiver.
G. Board Comments
Board members Moore, Casillas Salas, and Malcolm expressed appreciation for Board Member
Padilla’s return.
H. Adjournment
The meeting adjourned at 3:20 p.m.
Mary Casillas Salas, Chair
Board of Directors
ATTEST:
Donna Morales
Secretary
Page 1 of 2
MEETING OF THE CHULA VISTA BAYFRONT FACILITIES FINANCING AUTHORITY
BOARD OF DIRECTORS
Minutes
Wednesday, May 20, 2020
3:00 PM
Board of Directors
Honorable City of Chula Vista Mayor Mary Casillas Salas
City of Chula Vista Councilman Stephen Padilla
Port Commissioner Ann Moore
Port Commissioner Rafael Castellanos
Port Commissioner Dan Malcolm
A. Call to Order
Donna Morales, District Clerk for the Port of San Diego, called the meeting of the Board
of Directors of the Chula Vista Bayfront Facilities Financing Authority to order at 3:06
p.m., on Wednesday, May 20, 2020, via Microsoft Teams meeting.
B. Roll Call
Board of Directors Present: Rafael Castellanos, Dan Malcolm, Ann Moore, and Stephen
Padilla.
Excused: Mary Casillas Salas
Officers Present: Donna Morales (Secretary), and David Bilby (Treasurer & Auditor)
C. Non-Agenda Public Comment
None.
D. Consent Items
1. Resolution Ratifying the Final Form of the Chula Vista Bayfront Facilities Financing
Authority (Authority) Procurement Policy for Developer-Performed Public Works and
Resolution 2020-002 Implementing the Construction of Developer-Performed Public
Works for and in Support of the Chula Vista Bayfront Resort Hotel and Convention
Center Project
Page 2 of 2
The following member(s) of the public addressed the Board with agenda-related
comments: None.
Moved by Board Member Malcolm, seconded by Board Member Castellanos, the Board
adopted Resolution No. 2020-007 Ratifying the Final Form of the Chula Vista Bayfront
Facilities Financing Authority (Authority) Procurement Policy for Developer-Performed
Public Works and Resolution 2020-002 Implementing the Construction of Developer-
Performed Public Works for and in Support of the Chula Vista Bayfront Resort Hotel and
Convention Center Project
The motion carried by the following vote: Yeas: Castellanos, Malcolm, Moore, and
Padilla
Excused: Casillas Salas
E. Action Items
None.
F. Staff Comments
None.
G. Board Comments
None.
H. Adjournment
The meeting adjourned at 3:12 p.m.
Mary Casillas Salas, Chair
Board of Directors
ATTEST:
Donna Morales
Secretary
Page 1 of 2
MEETING OF THE CHULA VISTA BAYFRONT FACILITIES FINANCING AUTHORITY
BOARD OF DIRECTORS
Minutes
Monday, June 8, 2020
3:00 PM
Board of Directors
Honorable City of Chula Vista Mayor Mary Casillas Salas
City of Chula Vista Councilman Stephen Padilla
Port Commissioner Ann Moore
Port Commissioner Rafael Castellanos
Port Commissioner Dan Malcolm
A. Call to Order
Donna Morales, District Clerk for the Port of San Diego, called the meeting of the Board
of Directors of the Chula Vista Bayfront Facilities Financing Authority to order at 3:02
p.m., on Monday, June 8, 2020, via Microsoft Teams meeting.
B. Roll Call
Board of Directors Present: Mary Casillas Salas, Rafael Castellanos, Dan Malcolm, and
Ann Moore
Excused: Stephen Padilla.
Officers Present: Randa Coniglio (Executive Director), and Donna Morales (Secretary)
C. Non-Agenda Public Comment
None.
D. Consent Items
1. Resolution of the Chula Vista Bayfront Facilities Financing Authority (Authority)
Approving an Assignment and Assumption of Investment Banking and Bond
Underwriting Services Agreement Between the City of Chula Vista and the Authority
and Approving a Bayfront Project Underwriter Letter of Intent Between the Authority and
J.P. Morgan Securities LLC
Page 2 of 2
The following member(s) of the public addressed the Board with agenda-related
comments: None.
Moved by Board Member Castellanos, seconded by Board Member Moore, the Board
adopted Resolution No. 2020-008 of the Chula Vista Bayfront Facilities Financing
Authority (Authority) Approving an Assignment and Assumption of Investment Banking
and Bond Underwriting Services Agreement Between the City of Chula Vista and the
Authority and Approving a Bayfront Project Underwriter Letter of Intent Between the
Authority and J.P. Morgan Securities LLC
The motion carried by the following vote: Yeas:, Casillas Salas, Castellanos, Malcolm,
and Moore
Excused: Padilla
E. Action Items
None.
F. Staff Comments
None.
G. Board Comments
None.
H. Adjournment
The meeting adjourned at 3:04 p.m.
Mary Casillas Salas, Chair
Board of Directors
ATTEST:
Donna Morales
Secretary
Page 1 of 2
MEETING OF THE CHULA VISTA BAYFRONT FACILITIES FINANCING AUTHORITY
BOARD OF DIRECTORS
Minutes
Wednesday, December 2, 2020
3:00 PM
Board of Directors
Honorable City of Chula Vista Mayor Mary Casillas Salas
City of Chula Vista Councilman Stephen Padilla
Port Commissioner Ann Moore
Port Commissioner Rafael Castellanos
Port Commissioner Dan Malcolm
A. Call to Order
Donna Morales, District Clerk for the Port of San Diego, called the meeting of the Board
of Directors of the Chula Vista Bayfront Facilities Financing Authority to order at 3:03
p.m., on Wednesday, December 2, 2020, via Microsoft Teams meeting.
B. Roll Call
Board of Directors Present: Mary Casillas Salas, Rafael Castellanos, Dan Malcolm, Ann
Moore, and Stephen Padilla.
Excused: None.
Officers Present: Randa Coniglio (Executive Director), Donna Morales (Secretary), and
David Bilby (Treasurer & Auditor)
C. Non-Agenda Public Comment
None.
D. Consent Items
None.
E. Action Items
1. Resolution Adopting a Debt Policy to Establish Guidelines for the Issuance and
Application of Proceeds of Debt Issuances by the Chula Vista Bayfront Facilities
Financing Authority.
Page 2 of 2
The following member(s) of the public addressed the Board with agenda-related
comments: None.
Moved by Board Member Castellanos, seconded by Board Member Moore, the Board
adopted Resolution No. 2020-009 of the Chula Vista Bayfront Facilities Financing
Authority (Authority) Adopting a Debt Policy to Establish Guidelines for the Issuance
and Application of Proceeds of Debt Issuances by the Chula Vista Bayfront Facilities
Financing Authority
The motion carried by the following vote: Yeas: Casillas Salas, Castellanos, Malcolm,
Moore, and Padilla.
F. Staff Comments
None.
G. Board Comments
None.
H. Adjournment
The meeting adjourned at 3:09 p.m.
Mary Casillas Salas, Chair
Board of Directors
ATTEST:
Donna Morales
Secretary
DATE: June 24, 2021
SUBJECT:
RESOLUTION:
(A) SELECTING THE CHAIR AND VICE CHAIR AND CONFIRMING THE
DESIGNATION OF THE OTHER OFFICERS OF THE CHULA VISTA
BAYFRONT FACILITIES FINANCING AUTHORITY (AUTHORITY)
(B) AUTHORIZING THE ISSUANCE OF ONE OR MORE SERIES OF REVENUE
BONDS BY THE AUTHORITY
(C) AUTHORIZING THE EXECUTION AND DELIVERY OF THE THIRD AMENDED
AND RESTATED REVENUE SHARING AGREEMENT AMONG THE CITY OF
CHULA VISTA (CITY), THE SAN DIEGO UNIFIED PORT DISTRICT (DISTRICT),
AND THE AUTHORITY
(D) AUTHORIZING THE EXECUTION AND DELIVERY OF THE PROJECT
IMPLEMENTATION AGREEMENT AMONG THE CITY, THE AUTHORITY, THE
DISTRICT, THE BAYFRONT PROJECT SPECIAL TAX FINANCING DISTRICT
(SPECIAL TAX DISTRICT), AND RIDA CHULA VISTA, LLC (RIDA) FOR THE
CONSTRUCTION OF PUBLIC INFRASTRUCTURE (PHASE 1A
INFRASTRUCTURE IMPROVEMENTS) AND A CONVENTION CENTER, WITH
CONDITIONS
(E) AUTHORIZING THE EXECUTION AND DELIVERY OF THE SITE LEASE
BETWEEN THE DISTRICT AND THE AUTHORITY (SITE LEASE) FOR THE
LAND NECESSARY TO CONSTRUCT A CONVENTION CENTER LOCATED IN
THE CITY OF CHULA VISTA, WITH CONDITIONS
(F) AUTHORIZING THE EXECUTION AND DELIVERY OF THE FACILITY LEASE
BETWEEN THE AUTHORITY AND THE CITY, WITH CONDITIONS
(G) AUTHORIZING THE EXECUTION AND DELIVERY OF THE BOND PURCHASE
AGREEMENT AMONG J.P. MORGAN SECURITIES LLC, THE AUTHORITY,
THE DISTRICT, THE SPECIAL TAX DISTRICT, AND THE CITY FOR THE
PURCHASE AND SALE OF ONE OR MORE SERIES OF BONDS ISSUED BY
THE AUTHORITY, WITH CONDITIONS
(H) AUTHORIZING THE EXECUTION AND DELIVERY OF THE INDENTURE OF
TRUST BETWEEN THE AUTHORITY AND WILMINGTON TRUST, NATIONAL
ASSOCIATION (TRUSTEE), WITH CONDITIONS
Page 2 of 30
(I) AUTHORIZING THE EXECUTION AND DELIVERY OF THE SUPPORT
AGREEMENT BETWEEN THE DISTRICT AND THE AUTHORITY, WITH
CONDITIONS
(J) AUTHORIZING THE EXECUTION AND DELIVERY OF THE LOAN
AGREEMENT BETWEEN THE AUTHORITY AND THE SPECIAL TAX
DISTRICT, WITH CONDITIONS
(K) AUTHORIZING THE EXECUTION AND DELIVERY OF OTHER DOCUMENTS
RELATED TO THE ISSUANCE OF THE AUTHORITY BONDS
EXECUTIVE SUMMARY:
The Chula Vista Bayfront Facilities Financing Authority (Authority) was formed through
that certain Joint Exercise of Powers Agreement between the City of Chula Vista (City)
and the San Diego Unified Port District (District) dated as of May 1, 2014 and filed in the
Office of the District Clerk as Document No. 61905 (Original Authority Agreement), as
amended and restated by that certain Amended and Restated Joint Exercise of Powers
Agreement between the City and District dated July 25, 2019 and filed in the Office of the
District Clerk as Document No. 70245 (Authority Agreement). The District and City have
also approved Amendment No. 1 to the Amended and Restated Authority Agreement
(Amendment) on June 15, 2021, which will be executed in connection with the issuance
of certain taxable and tax exempt bonds by the Authority (Authority Bonds). The District
and the City (each, a Member of the Authority) are the sole members of the Authority.
The District and the City have been working collaboratively for decades to plan and
implement the Chula Vista Bayfront Master Plan (CVBMP). Since 2014, the District and
the City have been working to deliver the catalyst project for the CVBMP, an
approximately 275,000 net usable square foot convention center (Convention Center) and
a 1,570 to 1,600 room resort hotel (Resort Hotel) to be located on Parcel H3 of the
CVBMP. The project also requires the construction of extensive public infrastructure to
the areas surrounding Parcel H3 (Phase 1A Infrastructure Improvements). The actions
before the Board of Directors of the Authority (Authority Board) at the June 28, 2021
Authority Board Meeting are another significant milestone on the critical path toward
delivering the Convention Center and Phase 1A Infrastructure Improvements.
RIDA Chula Vista, LLC (RIDA) was selected as the developer of the Convention Center
and the Resort Hotel through a Request for Qualifications. At the early stages, and in light
of an overall project cost in excess of $1.1 billion, it was determined that in order for the
Convention Center and Phase 1A Infrastructure Improvements to be financially feasible,
the City and the District would need to make a “Public Contribution” for the construction
of the Convention Center and Phase 1A Infrastructure Improvements. The Public
Contribution consists of approximately $265MM toward the cost of the Convention Center
and approximately $85MM toward the Phase 1A Infrastructure Improvements for a total
public investment of $350MM. The Authority was formed to issue bonds to finance most
of the Public Contribution. In support of the Public Contribution, the Authority will issue
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Authority Bonds in an amount not to exceed $400MM and the Authority Bonds will be
secured by funds provided by the District, the City, and the Bayfront Project Special Tax
Financing District (Special Tax District). Additional funding to cover the amounts not
financed will be provided through grants, a contribution of $25MM from the County of San
Diego through the County Agreement (defined below), a sewer contribution from the City,
a contribution through the City’s Bayfront Development Impact Fee (BFDIF) program, and
funds from the District that have been collected over time through various projects on the
Chula Vista Bayfront, including a contribution from the North C.V. Waterfront L.P.
(Pacifica).
At the June 28 Authority Board Meeting, as the first order of business, pursuant to the
Authority Agreement and Bylaws of the Authority (Authority Bylaws), the Authority Board
will select the Chair and Vice Chair and confirm the other officers of the Authority. The
Honorable Mayor Mary Casillas Salas is currently the Chair and Port Commissioner Ann
Moore is currently the Vice Chair. Mayor Casillas Salas and Commissioner Moore may
be selected to serve in these positions again or other members of the Authority Board
may be selected to serve in these positions. Each of the Chair and Vice Chair will serve
as Chair and Vice Chair respectively from the date of his or her election through the date
of the first meeting of the Authority in the next succeeding calendar year; provided that
each shall serve as Chair or Vice Chair, as applicable, until a successor has been duly
selected. The other officers of the Authority are currently as follows: Executive Director
(District CEO/President and designees), Auditor (City Director of Finance and designees),
Treasurer (City Director of Finance and designees), and Secretary (District Clerk and
designees).
At the June 28 Authority Board Meeting, the Authority Board will also be considering the
issuance of Authority Bonds in an amount not to exceed $400MM and approval of the
execution and delivery of the agreements which the Authority is a party to, which are
described in greater detail in the Discussion section below:
(1) Third Amended and Restated Revenue Sharing Agreement among the City, District,
and Authority (Third A&R Revenue Sharing Agreement, Attachment A) – Describes the
funds to be contributed by the City and the District to the Authority during an
approximately 38 year period and how funds distributed to the Authority by the Trustee
are to be shared between the City and the District;
(2) Project Implementation Agreement among the City, the District, the Authority, the
Special Tax District, and RIDA (Project Implementation Agreement, Attachment B) – Sets
forth the process for construction of the Convention Center and Phase 1A Infrastructure
Improvements, among other things;
(3) Site Lease between the District and the Authority (Site Lease, Attachment C) – Leases
the land (and the existing improvements thereon) on which the Convention Center will be
constructed to the Authority;
Page 4 of 30
(4) Facility Lease between the City and the Authority (Facility Lease, Attachment D) –
Sets forth the terms and conditions for the City to make lease payments to the Authority
for the lease of the Convention Center that will be used by the Authority to pay the debt
service on the Authority Bonds;
(5) Bond Purchase Agreement among J.P. Morgan Securities, LLC (J.P. Morgan), the
Authority, the City, the District, and the Special Tax District (Bond Purchase Agreement,
Attachment E) – Sets forth the terms for the purchase and sale of the Authority Bonds to
fund a portion of the Public Contribution;
(6) Indenture of Trust between the Authority and Trustee (Authority Indenture, Attachment
F) – Sets forth the terms and provisions of the Authority Bonds, including repayment
provisions;
(7) Support Agreement between the District and the Authority (Support Agreement,
Attachment G) – Sets forth the terms and conditions for the District to make certain
payments to the Authority to be used by the Authority to pay the debt service on the
Authority Bonds; and
(8) Loan Agreement between the Authority and the Special Tax District (Loan Agreement,
Attachment H) – Sets forth the terms and conditions of a loan in an amount not to exceed
$175,000,000 to be made by the Authority to the Special Tax District from the proceeds
of the Authority Bonds that will be repaid by the Special Tax District from the special taxes
the Special Tax District levies on three properties within the CVBMP and the City,
including the Resort Hotel.
Staff recommends that the Authority Board adopt the resolution selecting the chair and
vice chair and confirming the other officers, authorizing the issuance of the Authority
Bonds, the execution and delivery of the Third A&R Revenue Sharing Agreement, and
the execution and delivery of the agreements to be entered into in connection with the
issuance of the Authority Bonds.
RECOMMENDATION:
..Recommendation
(A) ADOPT THE RESOLUTION TO:
(1) SELECT THE CHAIR AND VICE CHAIR AND CONFIRM THE
DESIGNATION OF THE OTHER OFFICERS OF THE AUTHORITY;
(2) AUTHORIZE ISSUANCE OF THE AUTHORITY BONDS;
(3) AUTHORIZE THE EXECUTION AND DELIVERY OF THE THIRD A&R
REVENUE SHARING AGREEMENT, WITH CONDITIONS;
Page 5 of 30
(4) AUTHORIZE THE EXECUTION AND DELIVERY OF THE PROJECT
IMPLEMENTATION AGREEMENT, WITH CONDITIONS;
(5) AUTHORIZE THE EXECUTION AND DELIVERY OF THE SITE LEASE,
WITH CONDITIONS;
(6) AUTHORIZE THE EXECUTION AND DELIVERY OF THE FACILITY
LEASE, WITH CONDITIONS;
(7) AUTHORIZE THE EXECUTION AND DELIVERY OF THE BOND
PURCHASE AGREEMENT, WITH CONDITIONS;
(8) AUTHORIZE THE EXECUTION AND DELIVERY OF THE AUTHORITY
INDENTURE, WITH CONDITIONS;
(9) AUTHORIZE THE EXECUTION AND DELIVERY OF THE SUPPORT
AGREEMENT, WITH CONDITIONS;
(10) AUTHORIZE THE EXECUTION AND DELIVERY OF THE LOAN
AGREEMENT, WITH CONDITIONS; AND
(11) AUTHORIZING THE EXECUTION AND DELIVERY OF OTHER
DOCUMENTS RELATED TO THE ISSUANCE OF THE AUTHORITY BONDS.
..Body
RISKS AND BENEFITS OF THE ISSUANCE OF THE AUTHORITY BONDS:
Potential Benefits:
(1) Public Amenities/Ecological Buffers: The CVBMP was collaboratively planned
through extensive public outreach that included more than 100 community
meetings and resulted in a comprehensive Environmental Impact Report and Port
Master Plan Amendment, which was approved by the Board of Port
Commissioners (District Board) in May 2010 and certified by the California Coastal
Commission in August 2012. When implementation of the CVBMP is complete, the
public will enjoy more than 200 acres of parks, a shoreline promenade, walking
trails, RV camping, shopping, dining and more. The CVBMP also establishes
ecological buffers to protect wildlife habitat, species and other coastal resources.
(2) Public Access: Completion of the Convention Center, Phase 1A Infrastructure
Improvements and the Resort Hotel and Parking Improvements will enhance public
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access to the waterfront and is expected to attract new visitors and convention
business to the region and create thousands of new jobs.
(3) Catalyst Project: Construction of the Convention Center, Phase 1A Infrastructure
Improvements, the Resort Hotel and Parking Improvements are anticipated to be
the centerpiece of and the catalyst project for future development within the Chula
Vista Bayfront area to be developed pursuant to the CVBMP. The goal of the
CVBMP is to provide a convention center and world-class hotel in the South Bay
and to fund and build future public parks, restore sensitive habitat, and construct
public infrastructure.
(4) Regional Economic Impact: Completion of the Convention Center, Phase 1A
Infrastructure Improvements and the Resort Hotel and Parking Improvements are
projected to have a tremendous regional economic impact, generating
approximately $1.6 billion during construction and an estimated $475 million per
year once complete. With respect to jobs, it is projected that completion of the
Convention Center, Phase 1A Infrastructure Improvements and the Resort Hotel
and Parking Improvements will support 10,000 jobs (direct and indirect) through
construction, nearly 1,500 permanent jobs on site, and nearly 3,900 jobs regionally
per year in the historically disadvantaged Chula Vista Bayfront area.
Potential Risks:
(1) Availability of Funds to Pay Debt Service: As described herein, certain payments
from the District, the City, and the Special Tax District to the Authority will be
applied to pay debt service on the Authority Bonds. Certain of the District and City
payments are subject to conditions, including completion and delivery of the
Convention Center.
(2) Construction Delay Damages: If RIDA is late in completing construction, RIDA will
pay delay damages starting on the first month after the Completion Date (as
defined below and as such date may be extended by force majeure events or
actions of the Authority, Special Tax District, City, or District).
(3) Payment of the Authority Bonds in the Event of Termination of the Sublease by
RIDA: Under the Sublease between the City and RIDA (Sublease, Attachment K),
RIDA may terminate the Sublease due to casualty and condemnation under certain
circumstances, mainly involving the cost to repair ($50MM in the case of casualty
and $70MM in the case of condemnation). To help mitigate the risk to the Authority,
the City and the District in the event of a termination by RIDA before completion of
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the Convention Center, RIDA has agreed to make up to a $5MM payment if needed
to redeem all of the Authority Bonds issued to finance the costs to construct the
Convention Center. However, if the insurance or condemnation proceeds and
RIDA’s contribution are not sufficient to redeem all of the Authority Bonds, the
Authority would still need to find a way to cover any gap or shortfall in revenues
needed to redeem all of the Authority Bonds following a casualty or condemnation
event prior to completion of the Convention Center. To cover the gap, which is
currently approximated to be around $56MM (capitalized interest is currently
estimated at approximately $47,465,000 and cost of issuance is currently
estimated at approximately $8,825,000), the District and City are working with
RIDA to find the most economical manner to procure insurance coverage for these
soft costs. Based on recent calculations, the Bond Issuance Working Group (as
such term is defined in the Authority Bylaws) believes that if there are sufficient
amounts available to redeem all of the Authority Bonds issued for the Convention
Center, then there should be adequate revenues from the funds that are being
contributed by the District, the City and the Special Tax District under the Facility
Lease, the Support Agreement and the Loan Agreement, respectively, to continue
to pay debt service on the Authority Bonds issued to finance the Phase 1A
Infrastructure Improvements when due. The District and City will continue to
analyze this during the course of the validation proceedings.
(4) New Market/Lingering Effects of COVID-19: The District engaged CBRE, Inc. in
2015 and the City engaged RSG in 2020 to analyze the feasibility of the revenues
to be generated from the Chula Vista Bayfront. Ongoing analysis has been
conducted and continues to be conducted and will be finalized prior to the issuance
of the Authority Bonds and used in connection with the public offering of the
Authority Bonds. Construction of the Convention Center, Phase 1A Infrastructure
Improvements and the Resort Hotel and Parking Improvements will be the first
large development in the Chula Vista Bayfront and it is possible that the actual
revenues will not reach the projected levels. Lingering effects of COVID-19 may
also impact actual revenues.
FISCAL IMPACT:
Bond Purchase Agreement: The Bond Purchase Agreement sets forth the terms and
conditions pursuant to which J.P. Morgan will purchase the Authority Bonds and offer
them for resale to the public. J.P. Morgan’s underwriting fee will be paid from the proceeds
of the Authority Bonds when the Authority Bonds are issued.
Page 8 of 30
Authority Indenture: Under the Authority Indenture, the Authority is required to pay the
Trustee its fees and expenses (including indemnification). These fees and expenses will
be paid from the Administrative Expense Fund established under the Authority Indenture.
To the extent the Authority does not have funds to make these payments, the District and
the City may be required to make contributions to make such payments.
Project Implementation Agreement: The Authority will fund a portion of the costs
incurred by RIDA for construction of the Phase 1A Infrastructure Improvements and the
Convention Center from the proceeds of the Authority Bonds. As discussed below, the
cost to the Authority for construction of the Convention Center is capped at $265MM.
Under certain circumstances, including payment of interest on late payments, arbitration
and mediation fees, and if funds to be applied to pay costs of construction are
misappropriated, additional costs could be incurred by the Authority. Costs of the Phase
1A Infrastructure Improvements are not capped. The Project Implementation Agreement
also includes a payment from the Authority of the lesser of (a) the cost actually incurred
by RIDA in procuring the payment and performance bonds for the Convention Center,
Phase 1A Infrastructure Improvements and Resort Hotel and Parking Improvements; and
(b) $1MM, to be paid from Existing Revenues (as defined in the Third A&R Revenue
Sharing Agreement).
Loan Agreement: If the Authority Bonds are fully paid, the Loan Agreement will terminate
and any unpaid portion of the Loan (defined below) will be forgiven.
Facility Lease: Under the Facility Lease, the City’s obligation to pay lease payments is
subject to certain conditions, including completion and delivery of the Convention Center,
availability of funds in the Lease Revenues Fund (defined below), and the City’s ability to
use the Convention Center.
Site Lease: The Authority will pay the District $1 for the term of the lease.
Support Agreement: Under the Support Agreement, the District's obligation to pay
Annual Support Payments (defined below) is subject to certain conditions, including
completion and delivery of the Convention Center.
DISCUSSION:
As more fully discussed below, staff recommends that the Authority Board select a Chair
and Vice Chair, confirm appointment of the other officers of the Authority as required by
the Authority Agreement and Authority Bylaws, authorize the issuance of the Authority
Bonds, and approve and authorize the execution and delivery of (a) the Third A&R
Revenue Sharing Agreement that has been previously approved by the District Board
and City Council of the City (City Council), (b) the Authority Indenture and (c) the
remaining agreements identified herein which the Authority is a party to, all of which are
critical to the financing and construction of the Convention Center and Phase 1A
Infrastructure Improvements.
Page 9 of 30
Overall, the transaction can be broken into the following major categories: Financing,
Construction, and Leasing and Operations. An overview of the financing agreements and
current approach to the financing can be found in the draft Conceptual Plan of Finance,
attached as Attachment I.
The financing documents for the Authority Bonds consist of (a) the Authority Indenture,
(b) the Loan Agreement, (c) the Facility Lease, (d) the Support Agreement, and (d) the
Bond Purchase Agreement.
The construction document for the Convention Center and Phase 1A Infrastructure
Improvements is the Project Implementation Agreement that discusses the procurement,
construction and reimbursement provisions for the Convention Center and Phase 1A
Infrastructure Improvements, including the initial phases of Sweetwater Park and Harbor
Park.
The leasing and operations documents for the Convention Center are (a) the
Management Agreement between RIDA and Marriott International, Inc. (Marriott)
detailing Marriott’s obligations to RIDA and Marriott’s role in operating the Resort Hotel
and Parking Improvements and Convention Center (Management Agreement); (b) the
Site Lease; (c) the Facility Lease, and (d) the Sublease. The Site Lease, Facility Lease,
and Sublease are collectively referred to as the Convention Center Leases.
Subject to early termination events described therein, the Site Lease, Facility Lease, and
Sublease will be in effect for the longer of: (a) the date of the final payment on the Authority
Bonds and (b) 37 years.
I. Selection of Officers
Under Section 3.3 of the Authority Bylaws, the Chair and Vice Chair of the Authority are
to be selected as the first order of business at the first regular or special meeting of the
Authority held in each calendar year. Since this is the first regular meeting of the Authority
Board held in this calendar year, the Chair and Vice Chair must be selected and
designation of the remaining officers must also be confirmed. Following the presentation,
staff recommends that the Authority Board select the Authority Board Chair and Vice
Chair, confirm the designation of the other officers, and consider the balance of the
agenda action items.
II. Parameters to Issue Authority Bonds
The Authority intends to issue the Authority Bonds in an amount not to exceed $400MM
in one or more series pursuant to the Authority Indenture to finance certain public capital
improvements to be constructed in the CVBMP as specified in the Authority Indenture as
finally executed; provided, however, the final maturity date of the Authority Bonds shall
not be more than forty (40) years from the date of issuance of the Authority Bonds, the
Authority Bonds shall bear interest at fixed rates to be determined by J.P. Morgan based
upon market conditions on the sale date for the Authority Bonds, no Authority Bond shall
Page 10 of 30
have an interest rate in excess of twelve percent (12%) per annum and J.P. Morgan’s
discount shall not exceed one percent (1%) of the principal amount of Authority Bonds
issued. Subject to the foregoing limitations, each of the Executive Director and Treasurer
(each, an Authorized Officer) will be authorized to determine the final principal amount
and the maturity dates of the Authority Bonds to be sold in each series, the interest rates
for each series and the J.P. Morgan’s discount to be paid, with all of such final terms to
be included in the Authority Indenture or Bond Purchase Agreement to be executed by
an Authorized Officer.
III. Approval of Third A&R Revenue Sharing Agreement
The City and the District entered into a Revenue Sharing Agreement on April 24, 2018
(Original Revenue Sharing Agreement) to memorialize the various funds that the District
and City will contribute to the payment of debt service for the Authority Bonds and
expected to be distributed by the Trustee to the Authority subsequent to completion of the
Convention Center, Phase 1A Infrastructure Improvements and the Resort Hotel and
Parking Improvements. The Original Revenue Sharing Agreement also establishes a
waterfall where the City and the District will share the Residual Revenues (as defined in
the Revenue Sharing Agreement). Since the approval of the Original Revenue Sharing
Agreement on April 24, 2018, the Original Revenue Sharing Agreement has been
amended and restated twice to reflect evolutions in the business model and further
negotiations with RIDA resulting in the Second Amended and Restated Revenue Sharing
Agreement (Revenue Sharing Agreement). The Third A&R Revenue Sharing Agreement
is currently being proposed to the Authority Board for its consideration.
The Third A&R Revenue Sharing Agreement was approved by the District Board on
February 11, 2021 and by the City Council on February 16, 2021. The Authority is being
added as a party to the Third A&R Revenue Sharing Agreement to implement directions
with respect to amounts being transferred to the Authority by the Trustee and amounts
being deposited by the Members of the Authority for distribution as provided in the Third
A&R Revenue Sharing Agreement.
IV. Overview of Proposed Bond Issuance
The total estimated cost to construct the Convention Center and the Phase 1A
Infrastructure Improvements is $425,000,000. Approximately $286,500,000 of this
amount will be funded from the proceeds of the Authority Bonds, approximately
$21,500,000 of which will be applied to fund the construction of the Phase 1A
Infrastructure Improvements and approximately $265MM of which will be applied to fund
the construction of the Convention Center.
District and City staff functioning as the Bond Issuance Working Group have reviewed
RIDA’s calculations for the cost of the Phase 1A Infrastructure Improvements. Based on
those calculations, the amount needed to fund the Phase 1A Infrastructure Improvements
is available using a combination of proceeds from the Authority Bonds and the anticipated
$25MM contribution from the County of San Diego as memorialized in the Chula Vista
Page 11 of 30
Bayfront Project Funding Agreement among the County, the District, the Authority, and
the City (County Agreement).
District and City staff have also reviewed RIDA’s calculations for the cost of the
Convention Center and based on those calculations the amount needed to fund the
Convention Center is available through the contribution of $265MM and RIDA’s expected
financing and equity.
V. Debt Policy
On December 2, 2020, in order to comply with Section 8855(i) of the California
Government Code, the Authority Board adopted the Chula Vista Bayfront Facilities
Financing Authority Debt Policy (Authority Debt Policy) to provide guidance for the
proposed issuance of debt. The purpose of the Authority Debt Policy is to help ensure
that the Authority, the Authority Board, the officers of the Authority, staff of each Member
of the Authority which function as staff to the Authority, staff engaged by the Authority, if
any, and such advisors, consultants and experts as shall be engaged from time to time in
connection with a proposed issuance of debt (i) adhere to sound debt issuance practices
and (ii) establish and implement monitoring procedures to ensure that the proceeds of
proposed debt issuances are directed to their intended use.
Pursuant to the Authority Debt Policy, the Authority may issue debt for any of the purposes
specified in the Authority Agreement, which purposes include financing the construction
of public capital improvements. Proceeds of debt issued may also be applied to pay costs
of issuance, fund capitalized interest and a debt service reserve fund. The proposed
issuance of debt shall be submitted to, and subject to approval by, the Authority Board,
which shall have reviewed and considered a report prepared by the Bond Issuance
Working Group. This Action Agenda Item, which is being provided to each member of the
Authority Board, constitutes the report prepared by the Bond Issuance Working Group
with respect to the proposed issuance of the Authority Bonds.
As set forth in the Authority Debt Policy, the individual designated by the Authority Board
as the Treasurer and Auditor of the Authority, in consultation with the Treasurer of the
District when requested by the Treasurer of the District, shall be responsible for
monitoring the use of proceeds of the Authority Bonds to ensure that such proceeds are
directed to their intended use and for monitoring the use of the proceeds of any tax
exempt bonds to ensure compliance with all applicable federal tax requirements. The
Treasurer and Auditor of the Authority shall be responsible for filing or causing to be filed
all reports required by state and federal law and by the agreements pursued to which the
Authority Bonds are issued.
The proposed Authority Bonds meet the criteria set forth in Section V.B of the Authority
Debt Policy as follows:
1. Whether proposed issuance complies with the Authority Debt Policy - The proposed
issuance complies with the Debt Policy for the reasons discussed in this report,
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including without limitation, because the proceeds will be used to finance the
construction of public capital improvements, pay costs of issuance, fund capitalized
interest and a debt service reserve fund, and meet the remaining criteria of Section
V.B of the Authority Debt Policy;
2. Sources of payment and security for the proposed issuance of debt - As discussed
further in Discussion, Section VI.A.1 below, the Authority Bonds will be secured by (1)
the lease payments made by the City under the Facility Lease, (2) the loan payments
made by the Special Tax District under the Loan Agreement, (3) the Annual Support
Payments (defined below) and Other Ground Lease Revenues (defined below) made
by the District under the Support Agreement (collectively, the Port District Payments),
and (4) other amounts on deposit in certain of the funds and accounts maintained by
the Trustee under the Authority Indenture (collectively, Revenues). To secure the
interests of the owners of the Authority Bonds, the Authority will assign to the Trustee
certain rights (as defined in the Authority Indenture, the Assigned Rights), which the
Authority has under the Facility Lease, Loan Agreement, and Support Agreement to
allow the Trustee to enforce the Authority’s right to payments under such agreements;
3. Projected revenues and other benefits from the facilities or infrastructure proposed to
be financed from the proceeds of the proposed issuance of debt - As discussed further
in the Risks and Benefits of the Issuance of the Authority Bonds above, the Members
of the Authority, the region, surrounding areas, and the general public will benefit from
the financing of the Convention Center and Phase 1A Infrastructure Improvements
and the Resort Hotel and Parking Improvements.
4. Projected operating and other costs related to the facilities or infrastructure proposed
to be financed from the proceeds of the proposed issuance of debt – The Authority
will not operate or maintain the facilities or infrastructure. The District and the City will
accept the Phase 1A Infrastructure Improvements based on their respective interests
and share the costs of the operations and maintenance of the Phase 1A Infrastructure
Improvements pursuant to the Third A&R Revenue Sharing Agreement and RIDA will
be obligated under the Sublease to pay the costs of operations and maintenance of
the Convention Center.
5. Period over which interest on the proposed debt should be capitalized – It is currently
anticipated that 100% of interest payments will be funded for three years and that a
portion of the interest payments will be funded for an additional four years such that
the net debt service is structured as level coverage.
6. Extent to which debt service on the proposed debt should be level or non-level – It is
currently anticipated the bond amortization will be structured for proportional debt
service relative to aggregate gross revenues.
The remaining criteria in Section V.B. of the Authority Debt Policy is not applicable
because the proposed issuance of the Authority Bonds will be the first issuance of debt
by the Authority.
Page 13 of 30
VI. Agreements under Consideration by the Authority Board
A. Financing Agreements
1. Authority Indenture
The Conceptual Outline of the Plan of Finance outlines the sources of revenues that the
District and the City intend to use to pay the debt service for the Authority Bonds. The
Authority Bonds are expected to be issued in two series, a taxable series to finance the
Convention Center (Taxable Bonds), and a tax-exempt series to finance Phase 1A
Infrastructure Improvements (Tax-Exempt Bonds). Debt service on Authority Bonds is
anticipated to be paid from the various funding sources contributed by the District, the
City and the Special Tax District. The Authority Indenture is attached as Attachment F.
Pursuant to the Authority Indenture, the Authority Bonds will be secured by the Revenues.
To secure the interests of the owners of the Authority Bonds, the Authority will assign to
the Trustee the Assigned Rights, which the Authority has under the Facility Lease, Loan
Agreement, and Support Agreement to allow the Trustee to enforce the Authority’s right
to payments under such agreements.
The Authority Bonds are special, limited obligations of the Authority, payable from and
secured as to the payment of the principal of, redemption premium, if any, and interest
thereon, in accordance with their terms and the terms of the Authority Indenture, solely
from the Revenues. The Authority Bonds are not a charge against the general credit of
the Authority or of the Members of the Authority. Under no circumstances shall the
Authority be obligated to pay principal of, redemption premium, if any, or interest on the
Authority Bonds except from the Revenues. Neither the State of California nor any public
agency (other than the Authority) nor either the District or the City as a Member of the
Authority is obligated to pay the principal of, redemption premium, if any, or interest on
the Authority Bonds. No covenant or agreement contained in any Authority Bond or the
Authority Indenture shall be deemed to be a covenant or agreement of either Member of
the Authority, any of the directors of the Authority Board, or by any officer, member, agent,
contractor or employee of the Authority, District, or City in his or her individual capacity
and neither the City or the District as Members of the Authority, nor any of the directors
of the Authority Board, nor any officer or employee thereof executing the Authority Bonds
shall be liable personally on any Authority Bond or be subject to any personal liability or
accountability by reason of the issuance of such Authority Bonds.
Pursuant to the Authority Indenture, the Trustee will establish a Construction Fund that
will hold proceeds from the Authority Bonds and funds from the County Agreement that
will be used to pay or reimburse RIDA for its payment of costs of construction of the Phase
1A Infrastructure Improvements and the Convention Center. No amounts in the
Construction Fund may be withdrawn for any other purpose or transferred to any other
fund established under the Authority Indenture until all costs of the construction have
been paid, at which time the Trustee shall transfer all remaining amounts in the
Page 14 of 30
Construction Fund to the Revenue Fund for application in accordance with the provisions
of the Authority Indenture, which includes provisions permitting transfers to the Authority
Surplus Fund established under the Authority Indenture and transfers to the Authority for
deposit pursuant to the Third A&R Revenue Sharing Agreement. To ensure that RIDA
gets paid the costs for construction RIDA is entitled to receive under the Project
Implementation Agreement, amounts may not be transferred by the Authority to the Third
A&R Revenue Sharing Agreement until any true up payments owed to RIDA under the
Project Implementation Agreement are paid.
The Trustee will also establish an Insurance and Condemnation Fund under the Authority
Indenture that will hold any Net Proceeds (as defined in the Authority Indenture) and any
payments received from RIDA following a casualty or condemnation event. Net Proceeds
deposited in the Insurance and Condemnation Fund will be used to redeem the Taxable
Bonds in the event that the Sublease terminates due to a casualty or condemnation event
or will be disbursed to RIDA if RIDA is rebuilding.
As long as any Authority Bonds remain outstanding, in order to amend the Authority
Indenture, consent of the owners of the majority in aggregate principal amount of the
Authority Bonds may be required. Such consent may also be required to amend or modify
the Convention Center Leases and/or the Project Implementation Agreement.
2. Support Agreement
At the February 11, 2021 District Board meeting, the District Board authorized, with
conditions, a Support Agreement to provide for the terms and conditions upon which the
District will be obligated to contribute Port District Payments to the Authority to pay debt
service on the Authority Bonds. Under the Support Agreement, Port District Payments
are comprised of annual payments (Annual Support Payments) set forth in a schedule
attached to the Support Agreement and payments made from Other Ground Lease
Revenues (defined below).
The District is not required to make Annual Support Payments until the Convention Center
is complete. This means that if the Convention Center construction is not completed until
Bond Year 6, the Annual Support Payment for Bond Year 5 would be “abated” and the
amount abated would be tacked on to the end of the schedule such that the District would
have an Annual Support Payment in Bond Year 38 for $5MM. In addition, if the City’s
Lease Payments are abated pursuant to the terms of the Facility Lease as a result of
casualty, condemnation, or title defect with respect to the Convention Center, the District’s
Annual Support Payments will be abated to the same degree.
Other Ground Lease Revenues consist of ground lease revenues actually received by the
District from (a) the ground lease with The Marine Group LLC (dba Marine Group Boat
Works) (District Clerk No. 54509, as amended from time to time), (b) the ground lease
with Chula Vista Marina LP (dba Chula Vista Marina) (District Clerk No. 14244, as
amended from time to time), (c) the ground lease with California Yacht Marina - Chula
Vista LLC (California Yacht Club) (District Clerk No. 23924, as amended from time to
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time); and (d) the ground lease with Sun Chula Vista Bayfront RV LLC (District Clerk No.
70407) (as amended from time to time, the RV Park Lease). In addition, if any of these
four ground leases are renewed, replaced, or amended in such a way as to change the
size or configuration of the original premises to include premises outside of the original
premises boundaries of all the other ground leases (Modified Boundary Lease) or the
premises for such ground leases are used for other revenue generating agreements some
or all of such additional revenues resulting from such Modified Boundary Lease or
revenue generating agreements need to be contributed as part of the Other Ground
Lease Revenues.
The District has current debt comprised of revenue bonds (District Bonds) issued under
an existing indenture filed in the Office of the District Clerk as Document Nos. 48385,
48388, and 70956 (collectively, District Indenture) and a promissory note issued to the
San Diego Airport Authority filed in the Office of the District Clerk as Document No. 47940
(Airport Note). Pursuant to the District Indenture and the Airport Note, the District is
required to pay debt service on the District Bonds and Airport Note prior to payment of
the Port District Payments.
In the event the District does not pay any Port District Payment, the Authority may
exercise any and all remedies available or granted to it pursuant to law, including specific
performance or its equivalent remedy, including a writ of mandamus. The Authority will
assign to the Trustee the right to collect and enforce payment of the Port District
Payments, so the Trustee would enforce any obligation of the District to pay the Port
District Payments under the Support Agreement.
Under the Support Agreement, the Authority and the District each make customary
representations regarding the ability to enter into the Support Agreement. In addition, if
the District elects to issue additional bonds under the District Indenture or incur Parity
Debt or Subordinate Obligations (each as defined in the District Indenture) in the future,
in addition to complying with the requirements of the District Indenture, the District has
also agreed to comply with certain additional requirements set forth in the Support
Agreement, including providing certain certifications to the Trustee regarding debt service
coverage on the District Bonds, Parity Debt, Subordinate Obligations, the Airport Note
and the Port District Payments.
3. Convention Center Site Lease
Under the Site Lease, the Authority will ground lease the land (including the existing
improvements thereon) on which the Convention Center will be constructed from the
District for a total rent of $1. As consideration for this Site Lease, the Authority will enter
into the Facility Lease, the Authority Indenture, the Loan Agreement, and the Project
Implementation Agreement. The Site Lease requires that the Authority cause RIDA to
construct the Convention Center. Once complete, the Convention Center will be owned
by the Authority. When the Site Lease expires, the Authority will convey the Convention
Center to the District and the District will own the Convention Center. The term of the Site
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Lease is 37 years, unless terminated earlier, or extended, in accordance with the terms
of the Site Lease. The term of the Site Lease cannot be longer than 66 years.
4. Convention Center Facility Lease
The Authority will sublease the Convention Center to the City through the Facility Lease.
The Facility Lease is the City’s main financing vehicle for contributing its funds toward the
payment of debt service on the Authority Bonds. The term of the Facility Lease is
coterminous with the Site Lease. The City will make payments to the Authority in
accordance with the terms of the Facility Lease from the following sources of revenues to
the extent such revenues are actually received by the City:
(a) An amount equal to the funds received by the City from the District, in fiscal year
2016 pursuant to Municipal Services Agreement No. 88-2012 between the District
and the City (MSA Revenues) ($986,225), increasing 3% on July 1 of each year;
(b) Transient Occupancy Tax Revenues from the Resort Hotel and the RV Park Lease
(collectively, TOT Revenues);
(c) Sales and Use Tax revenues from the Resort Hotel, the Convention Center and
the RV Park Lease, exclusive of any amount levied and allocated to the City
pursuant to voter approval by the electors of the City, which portion is currently
one percent (1%) of taxable transactions (Sales and Use Tax Revenues); and
(d) Incremental ad valorem property taxes (including property tax in-lieu of motor
vehicle license fees) generated by the Resort Hotel and Convention Center, which
is that amount in excess of any ad valorem property tax levied in the fiscal year in
which the Authority Bonds are issued (Tax Increment Revenues).
The City does not have an obligation to make lease payments to the Authority from any
source other than those listed above and only to the extent such revenues are available
in the Lease Revenues Fund (as defined in the Facility Lease) that is held separate and
apart from the City’s other revenues or that have been received by the City and not yet
deposited into the Lease Revenues Fund. The obligation of the City to make the Lease
Payments (as defined in the Facility Lease) is subject to abatement in order to comply
with the constitutional debt limit. The City will agree to make Pre-Completion Lease
Payments (as defined in the Facility Lease) from amounts in the Lease Revenues Fund
prior to the delivery of the completed Convention Center; however, in order to comply with
the constitutional debt limit such amounts will be subject to annual appropriation by the
City.
The City’s obligation to pay the Lease Payments is contingent on the Convention Center
being completed and delivered to the City and thereafter remaining available to the City
for its use. If the Convention Center is not completed or the Convention Center cannot be
used by the City for its intended purposes due to damage, destruction, condemnation or
title defect, the City’s Lease Payments will be abated in an amount which is proportionate
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to the amount of the City’s loss of use. If as a result of any abatement of Lease Payments
the Authority Bonds are not repaid at their final maturity, then the term of the Facility
Lease will be extended and the City will continue to make Lease Payments until the
Authority Bonds are repaid or the term of the Facility Lease reaches 66 years. During any
extension, the City’s obligation to make Lease Payments will remain contingent on funds
being available in the Lease Revenues Fund.
In the event the City does not pay any Lease Payments when due in accordance with the
provisions of the Facility Lease, the Authority may exercise any and all remedies available
or granted to it pursuant to law, including specific performance or its equivalent remedy,
including a writ of mandamus. The Authority will assign to the Trustee the right to collect
and enforce payment of the Lease Payments, so the Trustee would enforce any obligation
of the City to pay the Lease Payments under the Facility Lease.
Since the Lease Payments are a large component of the Revenues that will be used to
pay the debt service on the Authority Bonds, the City intends to procure rental interruption
insurance to cover the City’s Lease Payments during a casualty or condemnation event
to avoid a default under the Authority Bonds. The District, City, and the Authority are
working with RIDA to determine the most economical way of providing such insurance
and will secure a commitment for such insurance prior to the issuance of the Authority
Bonds.
Although some provisions of the Facility Lease and the Project Implementation
Agreement will overlap, the Project Implementation Agreement will generally address the
construction of the Convention Center and the Facility Lease will generally address the
operations period of the Convention Center (i.e., after the completion of the Convention
Center). Examples of the division between construction and operations include insurance
(RIDA will provide liability and builder’s risk insurance under the Project Implementation
Agreement for the Convention Center and Site and will provide the liability and all-risk
insurance required by the Facility Lease and the Sublease after the Convention Center is
complete), liens, and prevailing wage requirements.
5. Loan Agreement
The City formed the Special Tax District in 2020. It is expected that the Special Tax
District will receive a loan (Loan) from the Authority which the Special Tax District will
repay from the taxes received from an annual special tax levy (Special Taxes). The Loan
Agreement is attached as Attachment H. The amount of the Loan, which will have a fixed
repayment schedule, is expected to be in an amount not to exceed $175,000,000.
Payments on the Loan will be made to the Trustee and will be applied to pay debt service
on the Authority Bonds. In the event that the amount of the Special Taxes collected from
the special tax levy is less than the scheduled Loan payment, then the unpaid amount will
be deferred and paid in a future year or years to the extent that the Special Taxes
collected exceeds the amount of the scheduled Loan payment in such year. If the Special
Taxes collected are sufficient to pay all scheduled and any deferred Loan payments, then
the remaining amount would be available for use on other qualified expenditures of the
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Special Tax District. If the Authority Bonds are redeemed prior to the maturity date of the
Loan, the Loan will be forgiven.
6. Bond Purchase Agreement
The Bond Purchase Agreement sets forth the terms and conditions pursuant to which J.P.
Morgan will purchase the Authority Bonds and offer them for sale to investors . The
primary role of J.P. Morgan, as an underwriter, is to purchase the Authority Bonds, for
resale to investors, in an arm’s length commercial transaction between J.P. Morgan, as
underwriter and the Authority, the City, the District and the Special Tax District. The
interest rates on the Authority Bonds will be set based on market conditions on the day
that the Bond Purchase Agreement is signed by the parties. J.P. Morgan’s underwriting
fee will be paid from the bond proceeds as a cost of issuance of the Authority Bonds when
the Authority Bonds are issued.
The terms of the Bond Purchase Agreement include conditions for the purchase and sale
of the Authority Bonds and will require that each of the Authority, City, District, Special
Tax District and RIDA provide and certify as to the accuracy of certain information for
inclusion in the offering documents to be prepared and used in the offering of the Authority
Bonds which are the Preliminary Official Statement and the Official Statement. In
addition, the terms of the Bond Purchase Agreement require the Authority, the City,
District and Special Tax District to undertake an obligation to make “continuing” disclosure
to the financial markets through the use of the MSRB EMMA website.
B. Construction Agreement (Project Implementation Agreement)
1. Procurement Process for the Convention Center and Phase 1A Infrastructure
Improvements
The Project Implementation Agreement establishes the terms and conditions for the
construction of the Phase 1A Infrastructure Improvements and Convention Center. RIDA
will construct the Convention Center as the Authority’s contractor under the Project
Implementation Agreement. On May 20, 2020, the Authority Board adopted Resolution
2020-007 ratifying the final form of a procurement policy for developer-performed public
improvements for the Authority attached as Exhibit A to such resolution (Authority
Procurement Policy) and ratifying the final form of Authority Resolution 2020-002 in the
form presented and attached as Exhibit B to Resolution 2020-007 (Authority Resolution
2020-002) applying the Authority Procurement Policy to the construction of developer-
performed public works for the Convention Center and Phase 1A Infrastructure
Improvements. The Authority Procurement Policy and Authority Resolution 2020-002 are
attached as Attachment J hereto. Pursuant to Authority Resolution 2020-002 and in
accordance with Procurement Policy Section 2.a. (Authorization to Proceed), the
Authority Board authorized RIDA to proceed with the development and construction of
specific Phase 1A Infrastructure Improvements and the Convention Center subject to the
terms, conditions, and obligations of the Authority Procurement Policy, Authority
Resolution 2020-002, all applicable project agreements, including the Project
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Implementation Agreement, and all applicable federal, state, and local laws and
regulations. Section 5 of the Authority Procurement Policy specifically authorizes the
Authority Board to require a developer to enter into an agreement to clarify or modify the
application of the Authority Procurement Policy and/or to clarify, establish, or modify the
procedures to be undertaken in connection with the Authority Procurement Policy. The
Project Implementation Agreement is intended to clarify and delineate how the Authority
Procurement Policy will specifically apply to RIDA’s construction of the Convention Center
and Phase 1A Infrastructure Improvements.
Under Authority Resolution 2020-002, the Authority Board determined that the
Convention Center was a “special purpose project” under Section 6 of the Authority
Procurement Policy and waived certain provisions of Authority Procurement Policy as in
the best interest of the public provided that certain safeguards were put in place to protect
the public interest. These safeguards include: (1) cap on the Public Contribution to
$265MM; (2) future agreements to include appropriate insurance and payment and
performance bond requirements, (3) performance of the work to the appropriate standard
and in compliance with applicable laws; and (4) indemnification of the Authority, the City
and the District by RIDA. The Authority Board also delegated to the Executive Director of
the Authority the authority to implement the safeguards in support of the waiver described
herein.
Under Authority Resolution 2020-002, the Authority Board determined that it was in the
best interest of the public for the Phase 1A Infrastructure Improvements to be constructed
through a sole source prime contract to the Mortensen/McCarthy Chula Vista Resort Joint
Venture (MMJV), provided that RIDA followed the subcontractor bid and award process
in the Authority Resolution 2020-002, which is included in Exhibit G-1 of the Project
Implementation Agreement. Similar to the Convention Center, the Authority Board also
delegated authority to the Executive Director of the Authority to determine RIDA’s
compliance with Authority Resolution 2020-002, and in particular, the subcontractor bid
and award process.
The Project Implementation Agreement incorporates and implements the safeguards that
the Authority Board required in the Authority Procurement Policy and Authority Resolution
2020-002. In particular, the Project Implementation Agreement establishes the maximum
amount of Public Contribution to the Convention Center costs, sets forth RIDA’s insurance
obligations, requires that RIDA’s contractor deliver both performance and payment bonds,
obligates RIDA to make late payments if completion of the project is not timely (further
discussed below), requires RIDA to deliver a completion guaranty, requires RIDA to
ensure the quality of work and to comply with all laws (including prevailing wage laws);
and sets forth RIDA’s indemnity obligations to the Authority, the District, the City, and the
Special Tax District.
2. Convention Center
RIDA is required to complete the Convention Center within 48 months of commencement
of construction (Completion Date). “Completion” means that RIDA has obtained from the
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City and delivered to the Authority a certificate of occupancy or temporary certificate of
occupancy for the Convention Center. The Completion Date can be extended for the
following reasons: 1) (i) the occurrence of a force majeure event (including actual
collateral effects) that delays the completion of (x) the Convention Center, Phase 1A
Infrastructure Improvements, the Resort Hotel or Parking Improvements or (y)
Sweetwater Park (if RIDA exercise its option to construct); (ii) a breach of the District,
City, Special Tax District, or Authority under the financing, operations, or construction
agreements, or the Convention Center Leases or the Ground Lease between the District,
as lessor, and RIDA, as lessee, entered into with respect to the Resort Hotel and Parking
Improvements, that causes delays to the completion of the Convention Center, Phase 1A
Infrastructure Improvements, the Resort Hotel, or Parking Improvements; or (2) delays by
the District in completing Sweetwater Park (if RIDA does not construct). If RIDA does not
meet the Completion Date (as extended by (1) or (2) above), RIDA must pay construction
late damages starting on the date that is one year after the Completion Date (as extended
by (1) or (2) above).
The cost of the construction of the Convention Center is currently estimated at
approximately $340MM. The Public Contribution toward the construction of the
Convention Center includes $265MM from the Authority Bonds that will be paid to RIDA
over time until the amount is fully disbursed. RIDA is responsible for covering any costs
over $265MM, except for interest payments as further discussed below. To receive
payments, RIDA must submit monthly payment requests based on work performed.
Under Authority Resolution 2020-002, the Authority Board authorized the Executive
Director of the Authority to delegate the Executive Director's authority under Authority
Resolution 2020-002 to two or more members of the staff of the City or the District
functioning as staff to the Authority; provided that such delegation is made to a contingent
comprised of an equal number of City and District staff members respectively. The staff
members delegated this authority will review the payment requests received from RIDA
and authorize the Trustee to issue the corresponding payments from the Construction
Fund established under the Authority Indenture. As part of the payment request process,
both RIDA and its architect will certify that the request is based on work performed to-
date and provide supporting documentation.
In order to avoid construction delays or interruptions resulting from payment disputes, the
parties have agreed to use binding arbitration to resolve payment disputes related to the
payment requests in very defined circumstances, including issues related to defective
work, amounts under protest, late payments, incomplete payment requests, incorrect
payments, and whether the dispute qualifies for arbitration, to avoid delay in the project
and increased costs to all parties (collectively, the Arbitration Disputes).
If the Arbitration Disputes are brought to arbitration, the arbitrator will have limited
jurisdiction to resolve the Arbitration Disputes. For example, in a dispute arising from a
demand involving a payment request for the Convention Center, (a) the arbitrator only
has jurisdiction to determine whether any amount is owed to RIDA in accordance with the
Project Implementation Agreement and to order payment to RIDA of the amount owed,
and (b) the arbitrator has no power to order the Authority, the District, or the City to pay
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any amount to RIDA in excess of $265MM (other than default interest in accordance with
the Project Implementation Agreement). In addition, for all Arbitration Disputes, the
arbitrator shall have no authority or power to do any of the following: (i) award payment
of any amount that is not consistent with the Project Implementation Agreement or
expressly authorized within the terms of the Project Implementation Agreement; (ii) award
any consequential, incidental or punitive damages or any amounts relating to lost profits,
lost business opportunity or similar damages; (iii) commit errors of law; (iv) decide any
matter related to the Project Implementation Agreement that is not specifically identified
as a “Specified Dispute” arising from a “demand;" (v) order injunctive relief or (vi) order
the Authority, City, or District to perform any discretionary act.
For arbitration, the parties will use an approved arbitrator list to help avoid delays caused
through the arbitrator selection process and proceed in accordance with the JAMS
Expedited Construction Arbitration Rules (JAMS Rules), including for disputes greater
than $100,000. The arbitration will be completed (whether by settlement or the issuance
of an award by the arbitrator) within twenty (20) business days after the arbitrator is
selected. The arbitrator’s jurisdiction will be limited to determining whether a demand is
subject to arbitration as well as the amount due from one party to other under the Project
Implementation Agreement and ordering the payment of such amounts due from one
party to the other party by a date certain.
If the Authority does not make a payment to RIDA on time, then RIDA will be entitled to
default interest (10% per annum) on the amount of the delinquency, which must be paid
by the Authority regardless of whether that amount is in excess of the $265MM Public
Contribution. To help alleviate the costs to the Authority, RIDA granted the Authority four
“grace periods” each year for late payments in which interest will not accrue during the
grace period.
If the Authority disputes a payment request, the Authority can make the payment under
protest in order to avoid potential interest accrual, in which case RIDA would be liable to
return any overpayment to the Authority with interest. In the event of any payment dispute
that cannot be resolved through negotiations amongst the parties, the dispute will proceed
to arbitration on an expedited basis (as discussed above). The Authority’s costs of
arbitration cannot be paid through the $265MM Public Contribution and will need to be
funded from other Authority funds. Following completion of the Convention Center, there
will be a final review and true-up of all payments to ensure that the Authority has not
overpaid RIDA.
3. Phase 1A Infrastructure Improvements
The Project Implementation Agreement specifies that RIDA will cause the development
and completion of certain Phase 1A Infrastructure Improvements within approximately 48
months of commencement of construction. The Project Implementation Agreement also
specifies the projected costs of development and costs reporting associated with the
Phase 1A Infrastructure Improvements that RIDA will construct. Upon satisfactory
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completion, the Phase 1A Infrastructure Improvements will be accepted by the City or
District, as applicable, based on the nature of the improvement.
A general, high level list of the Phase 1A Infrastructure Improvements which RIDA has
committed to construct is as follows:
• E Street (G Street to H Street)
• G Street Connection
• H Street (Bay Boulevard to Street A)
• H Street (Marina Parkway to E Street)
• Parcel H3 Site Preparation
• Parcel H3 Utility Corridor
The remaining Phase 1A Infrastructure Improvements that RIDA has not committed to
construct, but that RIDA may construct pursuant to the terms of the Project
Implementation Agreement, are listed below:
• Sweetwater Park (initial phase, including Sweetwater Buffer (SP1 for Parcel S2))
• Harbor Park (initial phase)
The District will construct Sweetwater Park and the Sweetwater Buffer (SP1 for Parcel
S2). The District and City have allocated the amounts for the initial phase of Harbor Park
to be used as a contingency funding for payments to RIDA for the Phase 1A Infrastructure
Improvements which RIDA has committed to construct. Consistent with this approach,
Harbor Park will not be a “priority” Phase 1A Infrastructure Improvement. However, the
District and City intend to build Harbor Park and once the Phase 1A Infrastructure
Improvements to be constructed by RIDA are 75% complete, the City, District, and RIDA
will meet and confer to decide whether there are funds available to build Harbor Park and
whether RIDA or the District will construct Harbor Park.
The total to construct all Phase Infrastructure 1A Improvements, including work
completed to date, is currently estimated at $85MM. This amount for the remaining work
on Sweetwater Park is $13.2MM and on Harbor Park is $19.5MM. Staff has reviewed
RIDA’s calculations for the cost of the Phase 1A Infrastructure Improvements and based
on those calculations the amount needed to fund the Phase 1A Infrastructure
Improvements is available using a combination of the BFDIF credits, sewer fees, a portion
of the proceeds of the Authority Bonds, funds from the County Agreement, a grant from
California Natural Resources, and other work performed by other tenants on the CVBMP.
The key difference in funding between the Phase 1A Infrastructure Improvements and the
Convention Center is that RIDA will look to the Authority to pay for all of the costs of the
Phase 1A Infrastructure Improvements. This means that the District and City may need
to contribute additional amounts to reimburse RIDA for the construction of the Phase 1A
Infrastructure Improvements if the cost exceeds available funds. Under Authority
Resolution 2020-002, the Authority Board authorized the Executive Director of the
Authority to delegate the Executive Director's authority under Authority Resolution 2020-
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002 to two or more members of the staff of the District and the City functioning as staff to
the Authority; provided that such delegation is made to a contingent comprised of an
equal number of City and District staff members respectively. The staff members
delegated this authority will review the payment requests received from RIDA and
authorize the Trustee to issue the corresponding payments from the Construction Fund
established under the Authority Indenture.
4. Sweetwater Park
Sweetwater Park is part of the Phase 1A Infrastructure Improvements. Sweetwater Park
is a new, resource based passive recreation park that will serve as a regional, coastal
destination. The park improvements include parking for 216 vehicles, a new park
restroom, plazas and informal small group gathering areas, a nature-themed play area,
an adventure dunes play area, a large multiuse meadow with perimeter walkway and
picnic areas, a shade pavilion, multiple trail and path routes for walking, jogging, and
bicycling, and elevated scenic overlook areas that will provide sweeping views of San
Diego Bay. Since RIDA did not include the Sweetwater Park as part of its bid for the
Chula Vista Bayfront project, the District determined that it might be more economical and
effective for the District to bid out the work and construct Sweetwater Park. Under the
Project Implementation Agreement, the District will be required to construct Sweetwater
Park within 22 months of the issuance of the Authority Bonds. This time limit was added
to provide additional certainty that Sweetwater Park will be sufficiently complete in time
for the opening of the Convention Center, Parking Improvements, and Resort Hotel. To
address RIDA’s concerns that Sweetwater Park will be sufficiently complete in a timely
manner and not delay the opening of the Convention Center and Resort Hotel, RIDA has
two opportunities to step in and perform the work itself: first, before the District bids the
contract to construct Sweetwater Park; and second, at month 23 if the District does not
complete the construction within the 22 months. If RIDA takes over the construction of
Sweetwater Park, RIDA would be reimbursed in the same manner as it is being
reimbursed for the other Phase 1A Infrastructure Improvements. If RIDA takes over the
construction, RIDA will have a right to accept assignment of the District’s design contract
to move forward with construction without competitive bids.
5. Harbor Park
As discussed earlier, Harbor Park will not be constructed on the same timeline as the
remainder of the Phase 1A Infrastructure Improvements. Instead, the District and City will
use the money it would have allocated to Harbor Park as contingency funding in case the
costs of the remainder of the Phase 1A Infrastructure Improvements, including
Sweetwater Park, increase beyond the amounts currently projected to be needed to
construct the Phase 1A Infrastructure Improvements. This decision was made to reduce
risk to RIDA that RIDA would not be paid for excess costs related to the Phase 1A
Infrastructure Improvements. Once the Phase 1A Infrastructure Improvements, excluding
Harbor Park, are 75% complete, the District, the City, and RIDA will reconvene to decide
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whether to move forward with Harbor Park and whether RIDA or the District will perform
the construction. If RIDA constructs Harbor Park, it is anticipated that the same payment
request process as used for the other Phase 1A Infrastructure Improvements will be used.
6. Payment and Dispute Resolution Process
For the Phase 1A Infrastructure Improvements (including Sweetwater Park and Harbor
Park if RIDA proceeds with the construction), the Project Implementation Agreement
contains a similar payment request and dispute resolution process as the Convention
Center process. RIDA will submit monthly payment requests, certified by a RIDA
executive and a third-party architect, which will be limited to work performed to-date, and
the Authority will direct the Trustee to issue payments it approves, which it can choose to
issue under protest, and the parties will take any unresolved disputes that qualify for
arbitration to expedited arbitration. If an arbitrator orders RIDA to return any payments,
RIDA will be liable for 10% annual interest. Likewise, the Authority will have to pay interest
on any untimely payments, subject to the four free grace periods. There will also be a
final review and true-up of all the payments that the Authority made to RIDA for the Phase
1A Infrastructure Improvements.
As discussed above, a Construction Fund will be established under the Authority
Indenture to pay for the cost of the Phase 1A Infrastructure Improvements and a portion
of the cost of construction of the Convention Center and the Trustee will distribute
payments from the Construction Fund at the request of the Authority. In addition, if the
Authority is late in issuing payments, RIDA will get paid interest and an arbitration
provision has been incorporated to fast track solutions regarding payment request.
Despite these protections, RIDA has also requested that if an employee of the City or
District misappropriates or transfers funds from the Construction Fund or Authority
Surplus Fund (either in the capacity as an employee of the City or District or as staff of
the Authority), or the District Board or City Council approves an affirmative action
transferring these funds, the Authority, City, and the District will use commercially
reasonable efforts to pursue recovery of these amounts and seek crime insurance
coverage. To the extent the Authority cannot recover the misappropriated funds, through
the employee or insurance, the Authority would be responsible for paying the remaining
amount.
C. Leasing and Operations
The leasing and operations documents for the Convention Center are (a) the
Management Agreement (between and being executed by RIDA and Marriott); (b) the
Site Lease; (c) the Facility Lease, and (d) the Sublease (between and being executed by
the City and RIDA but requiring the Authority’s and District’s consent and agreement as
to certain sections as specified therein).
The Management Agreement was consented to by the District on May 11, 2021. Under
the Management Agreement, Marriott will supervise, direct and control the management
and operation of the Convention Center and Resort Hotel and Parking Improvements. If
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there is a conflict between the Management Agreement and the Sublease, the terms of
the Sublease control.
The City will be subleasing to RIDA the Convention Center and Convention Center land
in the form of the Sublease. Due to the Authority’s interest in the Convention Center, as
owner of the Convention Center, the Authority has certain third-party rights under the
Sublease. Under the Sublease, RIDA may terminate the Sublease due to casualty and
condemnation under certain circumstances, mainly involving the cost to repair ($50MM
in the case of casualty and $70MM in the case of condemnation). To help mitigate the
risk to the Authority, the City and the District in the event of a termination by RIDA before
completion of the Convention Center, RIDA has agreed to make up to a $5MM payment
if needed to redeem all of the Authority Bonds issued to finance the costs to construct the
Convention Center. However, if the insurance or condemnation proceeds and RIDA’s
contribution are not sufficient to redeem all of the Authority Bonds, the Authority would
still need to find a way to cover any gap or shortfall in revenues needed to redeem all of
the Authority Bonds following a casualty or condemnation event prior to completion of the
Convention Center. To cover the gap, which is currently approximated to be around
$56MM (capitalized interest is currently estimated at approximately $47,465,000 and cost
of issuance is currently estimated at approximately $8,825,000), the District and City are
working with RIDA to find the most economical manner to procure insurance coverage
for these soft costs. Based on recent calculations, the Bond Issuance Working Group (as
such term is defined in the Authority Bylaws) believes that if there are sufficient amounts
available to redeem all of the Authority Bonds issued for the Convention Center, then
there should be adequate revenues from the funds that are being contributed by the
District, the City and the Special Tax District under the Facility Lease, the Support
Agreement and the Loan Agreement, respectively, to continue to pay debt service on the
Authority Bonds issued to finance the Phase 1A Infrastructure Improvements when due.
The District and City will continue to analyze this during the course of the validation
proceedings.
VII. Economic Development Investment
The Authority’s issuance of the Authority Bonds for the financing of the Convention Center
and the Phase 1A Infrastructure Improvements will result in an “economic development
opportunity” as defined in Government Code Section 52200.2 and an “economic
development subsidy” to the project as defined in Government Code Section 53083(a)
(together, the Economic Development Investment) for the following reasons:
The construction of the Convention Center, Phase 1A Infrastructure Improvements, the
Resort Hotel, and the Parking Improvements will benefit the Members of the Authority
and generate substantial benefits to the local and regional community in the form of
increased tax and land lease revenues, permanent and temporary jobs, and the provision
of significant public amenities and public infrastructure. The construction of the
Convention Center, Phase 1A Infrastructure Improvements, the Resort Hotel, and the
Parking Improvements is also anticipated to be the development catalyst for the CVBMP
and is consistent with the policies of the Members of the Authority: (a) the City’s Economic
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Development Element of the General Plan in order to achieve its economic development
goals and objectives and (b) the Port’s Compass Strategic Goals and planning objectives
under the CVBMP.
The operation of the Convention Center, Phase 1A Infrastructure Improvements, the
Resort Hotel, and the Parking Improvements will serve the region and the surrounding
community by providing commercial and recreational facilities that are not currently
available in the community. When implementation of the CVBMP is complete, the public
will enjoy more than 200 acres of parks, a shoreline promenade, walking trails, RV
camping, shopping, dining and more. The CVBMP also establishes ecological buffers to
protect wildlife habitat, species and other coastal resources. The Phase 1A Infrastructure
Improvements include the Sweetwater Park, the construction and relocation of streets,
development of sewers, and other amenities for the public. Further, no luxury, AAA Four
Diamond (or similar) hotel currently operates in the City or the CVBMP. Further, the City
and CVBMP currently lacks large, luxury conference facilities similar to the Convention
Center that will accommodate community events and gatherings such as high school
dances, meetings of local trade organizations, fundraisers, and other community events.
The nature of the Resort Hotel as a high-end, luxury resort is expected to bring a demand
for additional luxury facilities and services in the community, encouraging related
investment and development in the region, the Chula Vista Bayfront, the City, and
surrounding areas.
The development, opening, and operation of the Convention Center, Phase 1A
Infrastructure Improvements, the Resort Hotel, and the Parking Improvements will be of
material benefit to the region, the City, the Chula Vista Bayfront, and to the citizens of,
and property owners in, the City and surrounding areas, because construction and
operation of Convention Center, Phase 1A Infrastructure Improvements, the Resort Hotel,
and the Parking Improvements will encourage and foster the economic revitalization of
the Chula Vista Bayfront and the City for the people in the area and the region and the
general public as a whole; provide commercial facilities, recreational amenities, and
services not currently available in the City and Chula Vista Bayfront; increase tax
revenues available to the City and other taxing agencies; increase sales tax revenues
available to the City; increase Transient Occupancy Tax revenues available to the City;
generate Additional Rent (as defined in the Ground Lease) to the City and the District;
generate Parking Rent (as defined in the Ground Lease) to the City and the District;
generate leasing revenues to the City and the District; and create jobs within the City, the
Chula Vista Bayfront, and the region.
VIII. Other Documents Related to the Issuance of the Authority Bonds
Staff recommends that the Authority Executive Director and his written designees and the
Authority Treasurer and his or her written designees (each, an Authorized Officer), and
other officers, employees and agents of each of the Members of the Authority, be
authorized and directed, jointly and severally, to do any and all things which they may
deem necessary or advisable in order to consummate the transactions authorized by the
Authority Board on June 28, 2021 and to otherwise carry out, give effect to and comply
Page 27 of 30
with the terms and intent of the draft resolution attached to this Action Item (Resolution),
including, but not limited to, the execution and delivery of easement agreements related
to the Facility (as such term is defined in the Facility Lease), a Tax Certificate for any of
the Authority Bonds and other certificates or agreements required pursuant to the terms
of the Bond Purchase Agreement or by the City or the District as a condition to their
consummating the transactions described herein related to the Authority Bonds. In
addition, following the issuance of the Authority Bonds, each of the Authorized Officers,
acting alone, is authorized to take any and all actions required of the Authority under the
Authority Agreements (defined below), including, but not limited to, executing required
certificates, granting consents, filing reports and sending notices on behalf of the
Authority. This delegation of authority shall extend to and include such items, but not be
limited to, the execution and delivery by the Authority of the consent and agreement
required by the Authority under the Sublease.
IX. Conclusion and Recommendation
The documents to be approved by the Authority Board in connection with the issuance of
the Authority Bonds are:
1. Authority Indenture
2. Loan Agreement
3. Bond Purchase Agreement
4. Project Implementation Agreement
5. Site Lease
6. Facility Lease
7. Support Agreement
8. Sublease
9. Third A&R Revenue Sharing Agreement
The aforementioned documents are collectively referred to as, the “Authority
Agreements”.
The first eight documents are part of the validation action that will be filed by the Authority,
the City, and the District. Authority approval of these documents is the last legislative
action needed before the validation action can be filed. If the validation action is
successful, the parties will then move forward with issuing the Authority Bonds, enter into
their respective financing, construction, leasing and operations, and enforcement
agreements at the time of issuance of the Authority Bonds, and RIDA would commence
construction of certain of the Phase 1A Infrastructure Improvements, the Convention
Center and the Resort Hotel and Parking Improvements shortly thereafter. Based on the
current schedule, it is estimated that the construction could commence as early as the
end of 2021.
As more fully discussed above, staff recommends that the Authority Board:
Page 28 of 30
(A) Select the Chair and Vice Chair and Confirm the Designation of the Other Officers
of the Authority;
(B) Authorize the Issuance of the Authority Bonds by the Authority
(C) Authorize the Execution and Delivery of the Third A&R Revenue Sharing
Agreement;
(D) Authorize the Execution and Delivery of the Project Implementation Agreement,
with conditions;
(E) Authorize the Execution and Delivery of the Site Lease, with conditions;
(F) Authorize the Execution and Delivery of the Facility Lease, with conditions;
(G) Authorize the Execution and Delivery of the Bond Purchase Agreement, with
conditions;
(H) Authorize the Execution and Delivery of the Authority Indenture, with conditions;
(I) Authorize the Execution and Delivery of the Support Agreement, with conditions;
(J) Authorize the Execution and Delivery of the Loan Agreement, with conditions; and
(K) Authorize the Execution and Delivery of Other Documents Related to the
Issuance of the Authority Bonds.
Co-Counsel’s Comments:
Each Co-Counsel has reviewed this agenda sheet and Attachments A-H and K as
presented to him or her and approve each as to form and legality.
Environmental Review:
The proposed action by the Authority Board, selecting the Chair and Vice Chair and
confirming the designation of the other officers of the Authority, the issuance of the
Authority Bonds, and approving the execution and delivery of the Third A&R Revenue
Sharing Agreement, the Project Implementation Agreement, the Site Lease, the Facility
Lease, the Bond Purchase Agreement, the Authority Indenture, the Support Agreement,
the Loan Agreement, and other documents related to the issuance of the Authority Bonds,
was previously analyzed in the Final Environmental Impact Report (FEIR) for the Chula
Vista Bayfront Master Plan (UPD #83356-EIR-658; SCH #2005081077; Clerk Document
No. 56562), certified by the District on May 18, 2010 (Resolution No. 2010-78), the
Page 29 of 30
Addendum to the FEIR, which was adopted by the District Board on August 13, 2013
(Resolution No. 2013-138), the Second Addendum to the FEIR, which was adopted by
the District Board on April 10, 2018 (Resolution No. 2018-0069), and the Third Addendum
to the FEIR, which was adopted by the District Board on December 8, 2020 (Resolution
No. 2020-116). The proposed Authority Board actions are not a separate “project” for
CEQA purposes but are a subsequent discretionary approval related to a previously
approved project. (CEQA Guidelines § 15378(c); Van de Kamps Coalition v. Board of
Trustees of Los Angeles Comm. College Dist. (2012) 206 Cal.App.4th 1036.) Additionally,
pursuant to CEQA Guidelines Sections 15162 and 15163, and based on the review of the
entire record, including without limitation, the FEIR and Addendums, the Authority finds
that the proposed Authority Board actions do not require further environmental review as:
1) no substantial changes are proposed to the project and no substantial changes have
occurred that require major revisions to the FEIR and Addendums due to the involvement
of new significant environmental effects or an increase in severity of previously identified
significant effects; 2) no new information of substantial importance has come to light that
(a) shows the project will have one or more significant effects not discussed in the FEIR
and Addendums, (b) identifies significant impacts would not be more severe than those
analyzed in the FEIR and Addendums, or (c) shows that mitigation measures or
alternatives are now feasible that were identified as infeasible and those mitigation
measures or alternatives would reduce significant impacts, and 3) no changes to
mitigation measures or alternatives have been identified or are required. Pursuant to
CEQA Guidelines §15162(b), the Authority finds that no further analysis or environmental
documentation is necessary. Accordingly, the proposed Authority Board actions are
merely a step-in furtherance of the original project for which environmental review was
performed and no supplemental or subsequent CEQA has been triggered, and no further
environmental review is required.
In addition, the proposed Authority Board actions would not conflict with the Port Act or
Public Trust Doctrine.
The proposed Authority Board actions were covered in the Coastal Development Permit
(CDP) for the Resort Hotel and Convention Center, Parking, Infrastructure and Phase 1A
Improvements (CDP-2019-03; Clerk Document No. 70152) approved by the District
Board on June 18, 2019 (Resolution No. 2019-080). The proposed Authority Board
actions are consistent with the project in the CDP. No additional action under the
California Coastal Act is required at this time.
PREPARED BY:
Shaun D. Sumner
Vice President Real Estate, Engineering, and Facilities, District
Adam Meyer
Assistant Director, Real Estate, District
Tiffany Allen
Page 30 of 30
Director, Development Services, City
Attachment(s):
Attachment A: Third A&R Revenue Sharing Agreement
Attachment B: Project Implementation Agreement
Attachment C: Site Lease
Attachment D: Facility Lease
Attachment E: Bond Purchase Agreement
Attachment F: Authority Indenture
Attachment G: Support Agreement
Attachment H: Loan Agreement
Attachment I: Conceptual Plan of Finance
Attachment J: Authority Resolution 2020-002 and Authority Procurement Policy
Attachment K: Sublease
Draft Dated 02/04/21
1
4123-6602-0395.6
THIRD AMENDED AND RESTATED REVENUE SHARING AGREEMENT
By and Among
CITY OF CHULA VISTA, SAN DIEGO UNIFIED PORT DISTRICT,
and
CHULA VISTA BAYFRONT FACILITIES FINANCING AUTHORITY
(Chula Vista Resort Hotel, Convention Center and Public Infrastructure Improvements)
This Third Amended and Restated Revenue Sharing Agreement (“Agreement”), dated
, 2021, is entered into by and among the City of Chula Vista, a chartered municipal corporation
(“City”), the San Diego Unified Port District, a public corporation (“District”), and the Chula Vista
Bayfront Facilities Financing Authority, a California joint exercise of powers authority (“Authority”).
The City, Authority, and District may be individually referred to herein as, a “Party”, and collectively
as, the “Parties”.
RECITALS
WHEREAS, to develop certain portions of the Chula Vista Bayfront (“CVB”) for the benefit
of the residents, tenants, and visitors of the CVB, the City and the District formed the Authority to fund
a portion of the costs of a convention center (“Convention Center”) to be located on the CVB and a
portion of the costs of certain public infrastructure improvements in the CVB to be constructed during
the initial phase of development of the CVB (such public infrastructure improvements being herein
referred to as the “Phase 1A Infrastructure Improvements”); and
WHEREAS, the Authority will fund such costs through issuance of the Chula Vista Bayfront
Facilities Financing Authority Revenue Bonds (Chula Vista Bayfront Convention Center) Series
2021A (Federally Taxable) (the “2021A Bonds”) and Chula Vista Bayfront Facilities Financing
Authority Revenue Bonds (Chula Vista Bayfront Convention Center) Series 2021B (Tax-Exempt) (the
“2021B Bonds” and, together with the 2021A Bonds, the “Authority 2021 Bonds”); and
WHEREAS, the Authority 2021 Bonds will be issued pursuant to the terms of an indenture of
trust (“Indenture”) by and between the Authority and the corporate trustee identified therein (the
“Trustee”); and
WHEREAS, it expected that RIDA Chula Vista, LLC (“RIDA”) will finance the construction
of a resort hotel (“Hotel”) to be located on the CVB; and
WHEREAS, it is expected that RIDA will make payments to the District with respect to the
Hotel; and
WHEREAS, it is expected that RIDA will make payments to the City, or its assignee, with
respect to the Convention Center; and
WHEREAS, the District will contribute funds to the repayment of the Authority 2021 Bonds
pursuant to a Support Agreement between the Authority and the District (the “Support Agreement”)
and the City will contribute funds to repayment of the Authority 2021 Bonds pursuant to a Facility
Lease between the Authority and the City; and
Attachment A
2
4123-6602-0395.6
WHEREAS, the Bayfront Project Special Tax Financing District (“Special Tax District”) will
contribute funds to the repayment of the Authority 2021 Bonds pursuant to a loan agreement between
the Special Tax District and the Authority (the “Loan Agreement”); and
WHEREAS, the City and the District entered into that certain Revenue Sharing Agreement
dated April 24, 2018 and filed in the Office of the District Clerk as Document No. 68392 (the “Original
RSA”); and
WHEREAS, the City and District entered into that certain Amended and Restated Revenue
Sharing Agreement dated November 19, 2019 and filed in the Office of the District Clerk as Document
No. 70911 (the “Amended RSA”) that amended and restated in its entirety the Original RSA; and
WHEREAS, the City and District entered into that certain Second Amended and Restated
Revenue Sharing Agreement dated September 15, 2020 and filed in the Office of the District Clerk as
Document No. 71855 (the “Second Amended RSA”) that amended and restated in its entirety the
Amended RSA; and
WHEREAS, the City and the District desire to amend and restate in its entirety the Second
Amended RSA as set forth herein to add the Authority as a Party to this Agreement and to describe the
funds to be contributed and distributed pursuant to this Agreement.
NOW THEREFORE, in consideration of One Dollar and the mutual promises set forth herein,
and other valuable consideration, the receipt and sufficiency of which is hereby acknowledged, the
Parties agree as follows:
1. Recitals. The Recitals are incorporated herein by reference.
2. Term. The term of this Agreement commenced on the effective date of the Original RSA, May
7, 2018. Amendment and restatement of the Second Amended RSA as set forth herein shall
take effect on the date first set forth above. If the Authority 2021 Bonds are issued, this
Agreement shall terminate on the later to occur of the following two dates, which shall be
referred to herein as the “Agreement Termination Date”: (i) the first date on which no Authority
2021 Bonds remain Outstanding (as such term is defined in the Indenture); or (ii) thirty-eight
(38) years from the date the Authority 2021 Bonds are issued (the “Closing Date”), provided
however that in no event shall the term of this Agreement exceed sixty-six (66) years. Prior to
the Closing Date, the Parties may, by mutual agreement, terminate this Agreement at any time.
If the Authority 2021 Bonds are not issued on or prior to June 30, 2025, then this Agreement
shall terminate on July 1, 2025 unless extended or terminated by mutual agreement of the
Parties prior thereto.
3. Agreements. This Agreement amends, restates, and supersedes in its entirety the Second
Amended RSA. As their interests may appear, the City, the District and the Authority hereby
agree as follows:
3.1 Funds and Existing Funds. “Funds” means, collectively, moneys in an amount
equivalent to each of the following sources of funds actually received by the City or
the District on a yearly basis commencing July 1, 2018:
A. District
Attachment A
3
4123-6602-0395.6
(i) all funds derived from the following items (a) – (b) (collectively,
“Ground Lease Revenues”):
(a) those real estate agreements set forth in Exhibit 1 (collectively,
the “Other Ground Leases”); provided, however, if one or more
of the Other Ground Leases are renewed, replaced, or amended
in such a way as to change the size or configuration of the
original premises to include premises outside of the original
premises boundaries of all the Other Ground Leases (each a
“Modified Boundary Lease”), then, for purposes of this
Section, the Ground Lease Revenues derived from
each Modified Boundary Lease shall be calculated by
multiplying the total amount of Ground Lease Revenues
generated by such Modified Boundary Lease by a fraction, the
numerator of which shall be an amount equal to the Modified
Boundary Lease premises still within the original premises
boundary, and the denominator of which shall be the total
premises area of the Modified Boundary Lease as
modified. The City and the Port District acknowledge and
agree that a Modified Boundary Lease shall not include the
modification of the RV Park Lease (listed on and as defined in
Exhibit 1) to include some or all of parcel S-3 or a replacement
of the RV Park TUOP (listed on and as defined in Exhibit 1)
where RIDA is the tenant. For example, if the original
premises of an Other Ground Lease encompasses 5.0 acres, and
the Modified Boundary Lease includes 4.0 acres of the original
premises, and adds 6.0 acres of premises outside the original
premises, then forty percent (40%) of the lease payments paid
to the District under the Modified Boundary Lease shall be
included as Other Ground Leases lease payments under this
Section (collectively, the “Other Ground Leases Revenues”);
to the extent District enters into any revenue generating
agreement other than a Ground Lease with respect to operations
on all or any portion of the Other Ground Leases premises, such
revenue, net any related out-of-pocket operating costs paid by
District to third parties, shall also be included as Other Ground
Leases Revenues under this Section;
(b) less $3,283,970, which is the actual amount of the buyout
payment paid solely by the District to Chula Vista Marina, LP,
dba Chula Vista Marina ( “RV Park Lessee”) to terminate the
lease between the RV Park Lessee and the District (“Net RV
Park Buyout Credit”), such amount to be amortized over a
period of eight years commencing on July 1, 2018 pursuant to
the schedule of credits provided in Exhibit 2, attached hereto
and incorporated herein by reference (“Net RV Park Buyout
Credit Schedule”), as such Net RV Park Buyout Credit
Schedule and its contents may be administratively modified
from time to time with the mutual consent of the City Manager
Attachment A
4
4123-6602-0395.6
of the City (the “City Manager”) and the Executive Director of
the District (the “Executive Director”), without further
approval of the Board of Port Commissioners of the District
(“District Board”) or City Council of the City (“City Council”);
and
(ii) the annual payments to be made by the District (the “District Support
Payments”) pursuant to the Support Agreement; and
(iii) any funds in addition to those specified in (i) and (ii) above committed
by the District to the Convention Center or the Phase 1A Infrastructure
Improvements (together, the “CVB Public Improvements”) to be
applied as Funds in accordance with the terms of this Agreement with
the approval of the City Manager and the Executive Director, without
further approval of the District Board or the City Council.
B. City
(i) the transient occupancy taxes levied pursuant to Chula Vista Municipal
Code Chapter 3.40, attributable to the Convention Center, the Hotel,
the RV Park TUOP (listed on and as defined in Exhibit 1), and the RV
Park Lease (listed on and as defined in Exhibit 1) (such transient
occupancy taxes, the “TOT”);
(ii) that portion of use and sales taxes levied pursuant to the Bradley-Burns
Uniform Local Use and Sales Tax Law (California Revenue and
Taxation Code Section 7000, et seq.) and allocated to the City pursuant
to applicable law attributable to the RV Park Lease, the Convention
Center and the Hotel, exclusive of any amount so levied and allocated
to the City pursuant to voter approval by the electors of the City, which
portion is currently one percent (1%) of taxable transactions (the “Sales
Tax”);
(iii) incremental ad valorem property tax (including property tax in-lieu of
motor vehicle license fees) generated by the Convention Center and
Hotel parcels, which is that amount in excess of any ad valorem
property tax levied in the fiscal year in which the Authority 2021 Bonds
are issued;
(iv) an amount equal to $986,625.00, increasing 3% on July 1 of each year,
commencing July 1, 2017, which amount is based on the payment made
by the District to the City in fiscal year 2016 pursuant to that certain
Municipal Services Agreement No. 88-2012 between the District and
the City for the provision of Police, Fire and Emergency Medical
Services;
(v) special tax proceeds (“Special Tax Revenues”) of the Special Tax
District, equal to the annual amount used to repay the Authority under
Attachment A
5
4123-6602-0395.6
the Loan Agreement or any other indebtedness of the Special Tax
District related to the Authority 2021 Bonds; and
(vi) any funds in addition to those specified in (i) through (v) above
committed by the City to the CVB Public Improvements to be applied
as Funds in accordance with the terms of this Agreement, with the
approval of the City Manager and the Executive Director, without
further approval of the City Council or the District Board.
C. As used herein, “Existing Funds” means, collectively, moneys in an amount
equivalent to each of the following sources of funds actually received by the
District or the City, as applicable, from and after July 1, 2018:
(i) the Ground Lease Revenues;
(ii) the TOT attributable to the RV Park TUOP and the RV Park Lease; and
(iii) amounts described in Section 3.1(B)(iv).
The City and the District shall remit any Existing Funds remaining after any
expenditure permitted by Section 3.2 to the Authority by no later than the date the
Preliminary Official Statement for the Authority 2021 Bonds is posted on the
Municipal Securities Rulemaking Board’s Electronic Municipal Market Access
website (the “Contribution Date”). No interest will accrue with respect to the
Existing Funds contributed by the City or the District prior to the Contribution Date.
The Existing Funds to be contributed by the City and by the District shall not
include interest earned by the City or the District on such funds prior to the
Contribution Date. Should either the City or the District elect to retain Existing
Funds for the period from and after July 1, 2018 to the Contribution Date, such
Existing Funds shall be reported as restricted in the audited financial statements
included in such Party's Comprehensive Annual Financial Report (“CAFR”),
commencing with such Party's CAFR for the fiscal year ended June 30, 2020.
Funds received by the Authority on the Contribution Date shall be transferred by
the Authority to the Trustee on or prior to the Closing Date as provided in Section
3.3.
3.2 Use of Existing Funds Prior to the Contribution Date. Existing Funds may be
expended by the City and the District prior to the Contribution Date pursuant to the
following terms:
A. The City may deduct amounts reimbursed to RIDA pursuant to that certain Pre-
Close Design Reimbursement Agreement, dated September 15, 2020, entered
into between the City and RIDA.
B. The City may deduct plan review, permitting, and inspection fees in the amount
that would have been incurred by RIDA to process the work for the Phase 1A
Infrastructure Improvements based on current schedules of fees adopted by the
City for such plan review, permitting, and inspection;
Attachment A
6
4123-6602-0395.6
C. The City and the District may deduct design, plan review, permitting,
project/construction management, and inspection costs incurred by the City
and the District, respectively, for Phase 1A Infrastructure Improvements,
memorialized in one or more operating memoranda of the City and the District
executed by the City Manager and the Executive Director, without further
approval of the City Council or the District Board;
D. The District or the City may deduct the cost of any Phase 1A Infrastructure
Improvements constructed by or at the direction of RIDA pursuant to that
certain Chula Vista Bayfront Project Phase 1A Early Work Implementation and
Right of Entry License Agreement, to be entered into among the City, the
District, the Authority and RIDA, including without limitation, any cost
increases and delay damages, up to the amount of the budget approved by such
parties;
E. The City and the District may deduct such amounts necessary for the payment
of existing or future obligations of the Authority, including without limitation,
administrative fees, consultant and attorneys’ fees, and other staff
reimbursements and fees (collectively, the “Pre-Close Authority Expenses”),
as such Pre-Close Authority Expenses are memorialized in one or more
operating memoranda of the City and the District executed by the City Manager
and the Executive Director, without further approval of the City Council or the
District Board;
F. Prior to the deduction of any amounts by the City or by the District pursuant to
Section 3.2(A) through Section 3.2(E), the Party desiring to deduct such
amount shall submit an accounting of such amounts to the other Parties and the
other Parties shall review the accounting in good faith and approve or reject
such accounting within thirty (30) days. If the accounting is approved, such
amount shall be deducted from the Existing Funds to be delivered by such Party
prior to the Contribution Date. Should the Closing Date for the Authority 2021
Bonds not occur as provided in Section 2, and such date is not extended by
mutual agreement of the Parties in accordance with Section 2 of this
Agreement, the City and the District shall each prepare an accounting of
amounts deducted and approved by such Party from the Existing Funds
pursuant to Section 3.2(A) through Section 3.2(E) above (the “Pre-Close
Expenses”). Should the Pre-Close Expenses of the City exceed the Pre-Close
Expenses of the District, or in the alternative, the Pre-Close Expenses of the
District exceed the Pre-Close Expenses of the City, then the Party with the
lower Pre-Close Expenses shall make a reimbursement sufficient to equalize
the Pre-Close Expenses between the City and the District (e.g., if the City has
expended $2.0 million and the District has expended $1.0 million, then the
combined Pre-Close Expenses total $3.0 million, with a fair-share expense of
$1.5 million per Party, and a reimbursement due from the District to the City
in the amount of $0.5 million, the “Pre-Close Expense Reimbursement”). The
Pre-Close Expense Reimbursement shall be made within thirty (30) days of the
District and City’s mutual agreement as to the amount of such payment; and
G. This Section 3.2 shall survive the termination of this Agreement.
Attachment A
7
4123-6602-0395.6
3.3 Use of Existing Funds Subsequent to the Contribution Date. Any Existing Funds
collected by the City and the District subsequent to the transfer of funds on the
Contribution Date shall be paid by such Parties to the Authority, for transfer by the
Authority to the Trustee on or prior to the Closing Date for application in accordance
with the provisions of the Indenture.
3.4 Distribution of Funds Post Closing Date. On and after the Closing Date until the
Agreement Termination Date, amounts disbursed by the Trustee to the Authority
pursuant to the provisions of the Indenture (the “Residual Revenues”), together with
the RIDA Lease Payments (as such term is defined below) received by the Authority,
shall be applied in the following order of priority:
1. To reimburse the District for the cumulative amount of District Support
Payments actually contributed by the District and not previously reimbursed to
the District by the Authority; then
2. To reimburse the City and the District pari passu for any amounts either Party
actually paid or contributed to the County of San Diego (“County”) pursuant to
the Chula Vista Bayfront Project Funding Agreement (“Funding Agreement”) by
and among the County, the City, the District and the Authority; then
3. To reimburse the City for 73.6% of the cumulative actual, direct costs incurred
by the City to provide fire service within the CVB, which 73.6% reflects amounts
for which the City is entitled to reimbursement in addition to any payments the
City receives pursuant to any municipal services agreement between the City and
the District in effect at the time such reimbursement is being made and which is
the proportionate share of costs attributable to the Convention Center and the
Hotel and not previously reimbursed to the City or paid through Special Tax
Revenues; then
4. To reimburse the City and the District on a proportionate, pro-rata basis, for each
Party’s contribution of the Existing Funds, as of the Closing Date; then
5. To reimburse the City and the District on a proportionate, pro-rata basis, for each
Party’s contribution of Existing Funds after the Closing Date, continuing to the
Agreement Termination Date; then
6. To fund an additional reserve fund or reserve fund insurance policy in the amount
of one year’s debt service for the Authority 2021 Bonds; and finally
7. Any Funds remaining after the payments described in numbered items (1)
through (6) above will be equally distributed between the City and the District.
No interest will accrue with respect to unreimbursed Funds contributed by the City or
the District.
3.5 RIDA Lease Payments. Pursuant to a ground lease between the District and RIDA for
the Hotel (the “Hotel Ground Lease”) and a sublease between the City and RIDA for
the Convention Center (the “Convention Center Sublease”), each to be executed at the
Closing Date, RIDA will be obligated to pay to the District and to the City,
Attachment A
8
4123-6602-0395.6
respectively, certain payments, which payments, exclusive of the RIDA Parking
Payments (as such term is defined in Section 3.8 of this Agreement) and any Advance
Rent (as such term is defined in the Convention Center Sublease) are collectively
referred to herein as the “RIDA Lease Payments.” Each of the District and City shall
remit to the Authority any RIDA Lease Payments such Party actually receives from
RIDA within thirty (30) days following the District’s or City’s receipt of such RIDA
Lease Payments. The District’s and City’s obligation to remit the RIDA Lease
Payments to the Authority shall cease on the Agreement Termination Date. For
purposes of this Agreement, the RIDA Lease Payments shall not be considered Funds.
3.6 Parks. The District and the City have agreed to cooperate in good faith and use their
respective best efforts to negotiate an agreement (“Park Agreement”) which grants the
City a nonexclusive, joint-use right or other interest in the areas designated for public
park use within the CVB (the “Park Areas”). The Park Agreement is anticipated to
provide as follows: as and when the City collects Parkland Acquisition and
Development fees, or other such park related impact fees as may be adopted in the
future, from developments in the CVB (collectively, the “PAD Fees”), the City will
pay the acquisition component of such PAD Fees to the District, or an amount
equivalent to the acquisition component of the PAD Fees, as rent under the Park
Agreement (such amount being referred to as the “Park Rent”). To the extent that the
City pays Park Rent to the District, the District shall contribute the Park Rent actually
received to the Authority and the Authority shall use the Park Rent to reimburse the
City and the District for O&M Costs actually paid by each of the City and the District,
subject to terms of any future implementing agreements entered into by the City, the
District and/or the Authority.
3.7 Operations & Maintenance Costs and Transit Plan.
A. The City and District agree to generally split the operation and maintenance costs
(“O&M Costs”) for the CVB not otherwise maintained by a third party. The District
will be responsible for the O&M Costs of the parks and all related public infrastructure
located within the parks. The City will be responsible for the O&M Costs of the streets
and sanitary sewers.
B. The City and District will split the O&M Costs payable pursuant to that certain
Chula Vista Bayfront Master Plan Natural Resources Management Plan filed June 6,
2016 in the Office of the District Clerk as Document No. 65065 that are not the
responsibility of a third party (“NRMP Costs”). The NRMP Costs shall be shared
equally by the District and the City.
C. The City will be responsible for funding a transit plan for the Chula Vista Bayfront
Shuttle as defined in the Chula Vista Bayfront Master Plan Public Access Program,
filed in the Office of the District Clerk as Document No. 59408, as such document may
be amended from time to time (the “Shuttle Transit Plan”). The City will cooperate
with the District in good faith to coordinate implementation of the Shuttle Transit Plan
with any other transit plan needed for the CVB. The City will also be responsible for
funding the implementation of the Shuttle Transit Plan, including capital costs and
operational costs of the Chula Vista Bayfront Shuttle, until such time as such
Attachment A
9
4123-6602-0395.6
operational costs are borne by other applicable transportation providers or the City and
District mutually agree that the Chula Vista Bayfront Shuttle is no longer required.
In no event shall either Party be reimbursed for any O&M Costs that have been
previously reimbursed to such Party through Special Tax Revenues or Park Rent.
3.8 Parking Lease Payments. RIDA is expected to pay to the District a percentage of the
gross revenues it receives for the use of parking spaces on the Hotel site and in the
parking garage (collectively, the “RIDA Parking Payments”). The District shall
deliver to the City fifty percent (50%) of all RIDA Parking Payments the District
actually receives from RIDA under the Hotel Ground Lease within thirty (30) days
following the District’s receipt of such RIDA Parking Payments. The District’s
obligation to remit the RIDA Parking Payments to the City shall cease on the
Agreement Termination Date. For purposes of this Agreement, the RIDA Parking
Payments shall not be considered Revenues as such term is defined in the Indenture
and shall not be considered Funds for purposes of this Agreement.
4. Operating Memoranda. To the extent the City and the District enter into any operating
memoranda pursuant to the terms of this Agreement that requires any action(s) be taken by the
Authority, the City and the District shall (i) specify in the operating memoranda any
instructions that the Authority shall follow upon receipt of the operating memoranda; and (ii)
promptly deliver the operating memoranda to the Treasurer of the Authority after the execution
of the operating memoranda by the City Manager of the City and the Executive Director of the
District. If the Authority is unable to comply with the instructions set forth in the operating
memoranda for any reason, the Authority shall inform the District and the City promptly and
to the extent compliance with the instructions requires the adoption of certain administrative
rules or procedures or an amendment to the Amended and Restated Joint Exercise of Powers
Agreement filed on August 7, 2019 in the Office of the District Clerk as Document No. 70245
(“Authority Incorporation Agreement’) or the Bylaws of the Authority (“Authority Bylaws”),
the City and the District, as the sole members of the Authority, shall use good faith efforts to
promptly adopt such administrative rules or procedures administratively or present any
modifications to the Authority Bylaws or Authority Incorporation Agreement to the Authority
Board of Directors for their consideration, as necessary.
5. Binding Agreement. The Parties agree that this Agreement is a binding agreement among the
Parties. Notwithstanding the binding nature of this Agreement, the Parties contemplate that
future implementing agreements between the City and the District or the Authority, between
the District and the Authority and/or among the City, the District and the Authority may be
needed to implement or clarify the terms of this Agreement. To that end, each of the Parties
agree to meet and confer in good faith in response to a request by any other Party regarding the
implementation or clarification of this Agreement.
6. Event of Default. An “Event of Default” will occur under this Agreement when: (a) there is a
material breach of any material condition, covenant or promise set forth herein; (b) written
notice thereof has been given to the Party in breach; and (c) such breach has not been cured
within ten (10) business days after such notice was given to the Party in breach. In the event
the breach cannot reasonably be cured within such ten (10) business day period, the Party in
breach must commence cure of the breach within such ten (10) business day period and
thereafter diligently proceed to cure such breach. A waiver by any Party of any such breach
Attachment A
10
4123-6602-0395.6
shall not be construed as a waiver of any succeeding breach of the same or other condition,
covenant or promise. In the event of an Event of Default, the non-defaulting Parties may, in
their sole and absolute discretion, elect to either: (a) extend the time beyond the cure period
set forth in this Section 6 for the defaulting Party to perform the applicable obligation(s)
hereunder for a period of time acceptable to the non-defaulting Parties, or (b) proceed with an
action or proceeding for specific performance.
7. Remedies. The occurrence of an Event of Default shall give the non-defaulting Parties the
right to proceed with an action or proceeding for specific performance.
8. Notices. The notice addresses shall be the same as those set forth in the Authority
Incorporation Agreement and shall be sent by certified U.S. Mail (return receipt requested)
and shall be deemed delivered three days after deposit in the U.S. Mail.
9. Entire Agreement. This Agreement constitutes the entire understanding and agreement of the
Parties, integrates all of the terms and conditions mentioned herein or incidental hereto, and
supersedes all negotiations or previous agreements between the City and the District with
respect to the subject matter hereof.
10. Drafting Presumption; Review Standard. The Parties acknowledge that this Agreement has
been agreed to by all the Parties, that each Party has consulted with attorneys with respect to
the terms of this Agreement and that no presumption shall be created against the drafting Party.
Any deletion of language from this Agreement prior to its execution by City, District and
Authority shall not be construed to raise any presumption, canon of construction or implication,
including, without limitation, any implication that the Parties intended thereby to state the
converse of the deleted language.
11. Governing Law. This Agreement and all of the rights and obligations of the Parties hereto and
all of the terms and conditions hereof shall be construed, interpreted and applied in accordance
with and governed by and enforced under the laws of the State of California.
12. Counterparts. This Agreement may be executed in any number of counterparts, each of which
shall be the original and all of which shall constitute one and the same document.
13. Electronic Signatures. The words “execution”, “execute”, “signed”, “signature”, and words of
like import in or related to any document signed or to be signed in connection with this
Agreement and the transaction contemplated hereby shall be deemed to include electronic
signatures, contract formations on electronic platforms approved by the Parties, or the keeping
of such electronic signatures and electronic contracts in electronic form, each of which shall
be of the same legal effect, validity or enforceability as a manually executed signature or the
use of a paper-based recordkeeping system, as the case may be, to the extent and as provided
for in any applicable law, including the Federal Electronic Signatures in Global and National
Commerce Act, the California Uniform Electronic Transaction Act, or any other similar state
laws based on the Uniform Electronic Transactions Act.
Attachment A
11
4123-6602-0395.6
IN WITNESS WHEREOF, the Parties hereto have executed this Agreement as of the day and
the year first set forth above.
CITY:
CITY OF CHULA VISTA
By:__________________________________
Mary Casillas Salas, Mayor
ATTEST:
Kerry K. Bigelow, City Clerk
APPROVED AS TO FORM:
Glen R. Googins, City Attorney
DISTRICT:
APPROVED AS TO FORM AND LEGALITY: SAN DIEGO UNIFIED PORT DISTRICT,
GENERAL COUNSEL a public corporation
By: By:_________________________________
Thomas A. Russell
Name:
Its:
Attachment A
12
4123-6602-0395.6
AUTHORITY:
APPROVED AS TO FORM AND LEGALITY: CHULA VISTA BAYFRONT FACILITIES
CO-COUNSEL FINANCING AUTHORITY,
a California joint exercise of powers authority
By: By:_________________________________
Glen R. Googins
City of Chula Vista City Attorney Name:
Its:
By:
Thomas A. Russell
San Diego Unified Port District General
General Counsel
Attachment A
13
4123-6602-0395.6
Exhibit 1
Listing of Other Ground Leases
1. Amended, Restated and Combined Lease between the San Diego Unified Port District
(the "District") and The Marine Group LLC for property at the North Side of G Street at the terminus
of both Quay Avenues and Sandpiper Way in Chula Vista, which lease is on file in the Office of the
District Clerk as Document No. 54509, as amended and may be amended from time to time.
2. Lease between the District and Chula Vista Marina, LP, dba Chula Vista Marina, for
property located at 550 Marina Parkway in Chula Vista which lease is on file in the Office of the
District Clerk as Document No. 14244, as amended and may be amended from time to time.
3. Lease between the District and California Yacht Marina-Chula Vista, LLC, for
property located at 640 Marina Parkway in Chula Vista which lease is on file in the Office of the
District Clerk as Document No. 23924, as amended and may be amended from time to time.
4. Lease between the District and Sun Chula Vista Bayfront RV LLC for property located
at 825 E Street in Chula Vista (Costa Vista RV Park) which lease is on file in the Office of the District
Clerk as Document No. 70407, as amended and may be amended from time to time (“RV Park Lease”).
5. Tideland Use and Occupancy Permit between the District and Sun Chula Vista Existing
Park RV LLC for property located at 460 Sandpiper Way in Chula Vista which tideland use and
occupancy permit is on file in the Office of the District Clerk as Document No. 69412, as amended
and may be amended from time to time (“RV Park TUOP”).
Attachment A
14
4123-6602-0395.6
Exhibit 2
Net RV Park Buyout Credit Schedule
Fiscal Year (FY) RV Park Buyout Credit Cumulative Credit
FY 19 $410,500 $410,500
FY 20 $410,500 $821,000
FY 21 $410,500 $1,231,500
FY 22 $410,500 $1,642,000
FY 23 $410,500 $2,052,500
FY 24 $410,500 $2,463,000
FY 25 $410,500 $2,873,500
FY 26 $410,470 $3,283,970
Note: The total rent credit was reduced from $4,329,614 to $3,283,970 based on a permitted rent credit
applied to the Chula Vista Marina lease as partial payment of the RV Park Buyout. This therefore will
reduce the Chula Vista Marina rent actually received by the District from the tenant by $1,045,644
until November 30, 2021.
Attachment A
4825-3218-1203v24/024036-0079
PROJECT IMPLEMENTATION AGREEMENT
by and among
THE CITY OF CHULA VISTA,
a California charter city and municipal corporation,
THE BAYFRONT PROJECT SPECIAL TAX FINANCING DISTRICT,
a financing district,
THE SAN DIEGO UNIFIED PORT DISTRICT,
a public corporation,
THE CHULA VISTA BAYFRONT FACILITIES FINANCING AUTHORITY
a joint exercise of powers entity,
and
RIDA CHULA VISTA, LLC
a Delaware limited liability company
Dated as of __________ 1, 2021
Relating to
$_______________________
CHULA VISTA BAYFRONT FACILITIES FINANCING AUTHORITY
REVENUE BONDS
(CHULA VISTA BAYFRONT CONVENTION CENTER)
SERIES 2021A (FEDERALLY TAXABLE)
$_______________________
CHULA VISTA BAYFRONT FACILITIES FINANCING AUTHORITY
REVENUE BONDS
(CHULA VISTA BAYFRONT PHASE 1A INFRASTRUCTURE IMPROVEMENTS)
SERIES 2021B (TAX-EXEMPT)
Page 1 of 237 EAttachment B
TABLE OF CONTENTS
Page
i
ARTICLE I
DEFINITIONS
1.1. Definitions Addendum .............................................................................................................. 4
ARTICLE II
SUBJECT OF THE AGREEMENT GENERALLY
2.1. Developer’s Phase 1A Infrastructure Improvements................................................................. 5
2.2. Convention Center ..................................................................................................................... 7
2.3. Sweetwater Park ........................................................................................................................ 7
ARTICLE III
DURATION OF AGREEMENT
3.1. Term of Agreement ................................................................................................................. 12
ARTICLE IV
PROJECT COSTS
4.1. Phase 1A Infrastructure Improvements ................................................................................... 12
4.2. Convention Center ................................................................................................................... 13
4.3. Cost Reporting ......................................................................................................................... 13
ARTICLE V
CONSTRUCTION OF THE PROJECT AND THE REMAINING
PHASE 1A INFRASTRUCTURE IMPROVEMENTS
5.1. Construction of the Project ...................................................................................................... 14
5.2. Reserved .................................................................................................................................. 19
5.3. Reserved .................................................................................................................................. 19
5.4. Project Schedule and Schedule Updates .................................................................................. 19
5.5. Unavoidable Delay .................................................................................................................. 21
5.6. Completion Guaranty .............................................................................................................. 24
5.7. Entitlements ............................................................................................................................. 24
5.8. Energy Requirements .............................................................................................................. 25
ARTICLE VI
PROCUREMENT REQUIREMENTS AND EQUAL OPPORTUNITY
6.1. Award of Sole-Sole Source Prime Contract ............................................................................ 26
6.2. Subcontractor Bid and Award Process for the Developer’s Phase 1A Infrastructure
Improvements .......................................................................................................................... 26
6.3. Bid and Award Process for the Remaining Phase 1A Infrastructure Improvements .............. 27
6.4. The Convention Center as a Special Purpose Project .............................................................. 27
6.5. Procurement of Alterations ...................................................................................................... 27
6.6. Bid Opening and Award .......................................................................................................... 27
6.7. Authority Procurement Policy Acknowledgement .................................................................. 28
Page 2 of 237 EAttachment B
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4825-3218-1203v24/024036-0079
ARTICLE VII
DESIGN AND CONSTRUCTION STANDARDS
7.1. Standard of Care ...................................................................................................................... 28
7.2. Compliance with Laws ............................................................................................................ 28
7.3. Compliance with Design and Construction Standards ............................................................ 31
7.4. Construction Period ................................................................................................................. 31
7.5. Authority Approval Not a Waiver of Obligations ................................................................... 31
ARTICLE VIII
CONSTRUCTION
8.1. Site Safety, Security ................................................................................................................ 31
8.2. Public Right-of-Way ............................................................................................................... 32
8.3. Traffic Control ......................................................................................................................... 33
8.4. Maintenance ............................................................................................................................ 33
ARTICLE IX
PAYMENT OF PROJECT COSTS
9.1. Developer’s Phase 1A Infrastructure Improvements Costs ..................................................... 33
9.2. Convention Center Costs ......................................................................................................... 40
9.3. Investment of Amounts in the Construction Fund .................................................................. 47
9.4. Calculation of Specified Default Rate ..................................................................................... 47
9.5. Redemption of the Authority Bonds ........................................................................................ 47
9.6. Survival ................................................................................................................................... 47
ARTICLE X
ACCEPTANCE OF IMPROVEMENTS
10.1. Developer’s Phase 1A Infrastructure Improvements............................................................... 48
10.2. Convention Center ................................................................................................................... 49
10.3. Sweetwater Park ...................................................................................................................... 49
ARTICLE XI
WARRANTIES
11.1. Enforcement of Warranties ...................................................................................................... 50
11.2. Term of Warranties .................................................................................................................. 50
11.3. Additional Warranties ............................................................................................................. 51
ARTICLE XII
DEFECTIVE WORK
12.1. Correction, Removal, or Replacement .................................................................................... 51
12.2. Extension of Warranty ............................................................................................................. 51
12.3. Right of Authority to Correct .................................................................................................. 51
12.4. No Limitation on Other Remedies .......................................................................................... 51
12.5. Disputes ................................................................................................................................... 51
12.6. Applicability ............................................................................................................................ 52
Page 3 of 237 EAttachment B
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4825-3218-1203v24/024036-0079
ARTICLE XIII
SECURITY FOR CONSTRUCTION
13.1. Bonds ....................................................................................................................................... 52
13.2. Insolvency or Bankruptcy ........................................................................................................ 52
13.3. Calling a Bond ......................................................................................................................... 53
13.4. Bond Reimbursement .............................................................................................................. 53
ARTICLE XIV
INDEMNITY AND DUTY TO DEFEND
14.1. General Indemnity ................................................................................................................... 54
14.2. Damage to Other Properties .................................................................................................... 55
14.3. Hazardous Materials Indemnity .............................................................................................. 55
14.4. Illegal Discharge to Storm Drains ........................................................................................... 57
14.5. Implementation of Authority Resolution 2020-002 ................................................................ 57
14.6. Costs of Defense and Award ................................................................................................... 57
14.7. Insurance Proceeds .................................................................................................................. 58
14.8. Declarations ............................................................................................................................. 58
14.9. Survival ................................................................................................................................... 58
ARTICLE XV
INSURANCE REQUIREMENTS
15.1. Insurance Requirements .......................................................................................................... 58
15.2. Forms and Amounts of Coverage ............................................................................................ 58
15.3. General Requirements ............................................................................................................. 61
15.4. Waiver of Subrogation ............................................................................................................ 62
15.5. Authority Obligation to Maintain Insurance ........................................................................... 62
ARTICLE XVI
RECORDS AND AUDITS
16.1. Retention of Project Records ................................................................................................... 63
16.2. Audit of Records...................................................................................................................... 63
ARTICLE XVII
TITLE TO ALTERATIONS AND IMPROVEMENTS
17.1. Title to Project ......................................................................................................................... 64
17.2. Survival ................................................................................................................................... 64
ARTICLE XVIII
LIENS
18.1. No Right to Bind Port District ................................................................................................. 64
18.2. Notice of Non-Responsibility .................................................................................................. 64
18.3. Mechanics’ Liens..................................................................................................................... 65
18.4. Contest of Lien ........................................................................................................................ 65
18.5. Port District’s Right to Pay ...................................................................................................... 65
18.6. Notice of Liens ........................................................................................................................ 65
Page 4 of 237 EAttachment B
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4825-3218-1203v24/024036-0079
18.7. Right of Entry .......................................................................................................................... 66
ARTICLE XIX
TAXES
19.1. Reporting ................................................................................................................................. 66
19.2. Tax Claims .............................................................................................................................. 67
19.3. Property Expenses ................................................................................................................... 68
19.4. Property Tax Contest Cooperation .......................................................................................... 69
ARTICLE XX
EQUAL EMPLOYMENT OPPORTUNITY/NONDISCRIMINATION AND OFAC
20.1. Nondiscrimination ................................................................................................................... 69
20.2. Compliance with Employment and Labor Requirements........................................................ 70
20.3. OFAC Compliance .................................................................................................................. 70
ARTICLE XXI
EVENTS OF DEFAULT AND REMEDIES
21.1. Events of Default ..................................................................................................................... 71
21.2. Remedies for Events of Default .............................................................................................. 72
21.3. Sweetwater Park ...................................................................................................................... 74
21.4. Reserved .................................................................................................................................. 74
21.5. Authority Events of Default .................................................................................................... 74
21.6. Remedies for Authority Events of Default (Rent Offset) ........................................................ 74
21.7. Payment Sources ..................................................................................................................... 75
ARTICLE XXII
ASSIGNMENT PARTICIPATION FEE
22.1. Assignment Participation Fee .................................................................................................. 76
22.2. Assignment and Collateral Assignment .................................................................................. 77
22.3. Non-Disturbance Agreement ................................................................................................... 78
ARTICLE XXIII
NONDISTURBANCE
23.1. Port District Nondisturbance of Lessee and Sublessee Rights under the Convention
Center Leases .......................................................................................................................... 78
23.2. Authority Nondisturbance of Lessee and Sublessee Rights under the Convention Center
Leases ...................................................................................................................................... 79
ARTICLE XXIV
Operation of the Site and the Convention Center
24.1. Approved Agreements ............................................................................................................. 79
24.2. Reservations ............................................................................................................................ 79
24.3. Cooperation in connection with Condemnation ...................................................................... 81
Page 5 of 237 EAttachment B
TABLE OF CONTENTS
(continued)
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4825-3218-1203v24/024036-0079
ARTICLE XXV
“AS-IS” LEASE AND WAIVERS
25.1. Developer’s Acknowledgment ................................................................................................ 81
25.2. Only Port District’s Express Written Agreements Binding ..................................................... 82
25.3. As-Is ........................................................................................................................................ 82
25.4. Waivers, Disclaimers and Indemnity ...................................................................................... 82
25.5. Survival ................................................................................................................................... 84
ARTICLE XXVI
MISCELLANEOUS PROVISIONS
26.1. Notices ..................................................................................................................................... 84
26.2. Captions ................................................................................................................................... 86
26.3. No Merger ............................................................................................................................... 86
26.4. Recording ................................................................................................................................ 86
26.5. Port District Transfer ............................................................................................................... 86
26.6. Time of Essence ...................................................................................................................... 87
26.7. Partial Invalidity ...................................................................................................................... 87
26.8. Entire Agreement ..................................................................................................................... 87
26.9. Joint and Several...................................................................................................................... 87
26.10. Developer’s Authority ............................................................................................................. 87
26.11. Interaction with Sewer Agreement .......................................................................................... 87
26.12. Resolution of Specified Disputes ............................................................................................ 88
26.13. Attorneys’ Fees ........................................................................................................................ 91
26.14. Transaction Costs .................................................................................................................... 91
26.15. Provisions Regarding Authority Operations ........................................................................... 92
26.16. Replacement Trustees .............................................................................................................. 92
26.17. Effect of Section 365(h)(1) Election ....................................................................................... 92
26.18. Financial Information Regarding Continuous Operations....................................................... 92
26.19. Governing Law ........................................................................................................................ 93
26.20. Modification ............................................................................................................................ 93
26.21. Counterparts ............................................................................................................................ 93
26.22. Drafting Presumption; Review Standard ................................................................................. 93
26.23. Administrative Claims ............................................................................................................. 93
26.24. Non-liability of Public Agency Officials and Employees ....................................................... 94
26.25. Authority Executive Director; Authority Approvals and Actions ........................................... 94
26.26. Further Assurances .................................................................................................................. 94
LIST OF EXHIBITS
EXHIBIT A-1 LEGAL DESCRIPTION OF THE SITE ........................................................ A-1-1
EXHIBIT A-2 LEGAL DESCRIPTION OF THE GROUND LEASE PROPERTY ............ A-2-1
EXHIBIT A-3 LEGAL DESCRIPTION OF THE DEVELOPER’S PHASE 1A
INFRASTRUCTURE IMPROVEMENTS SITE ........................................... A-3-1
EXHIBIT B-1 DEPICTION OF THE SITE ............................................................................ B-1-1
Page 6 of 237 EAttachment B
TABLE OF CONTENTS
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4825-3218-1203v24/024036-0079
EXHIBIT B-2 DEPICTION OF THE GROUND LEASE PROPERTY ................................ B-2-1
EXHIBIT B-3 DEPICTION OF THE DEVELOPER’S PHASE 1A
INFRASTRUCTURE IMPROVEMENTS SITE ............................................ B-3-1
EXHIBIT C-1-A PUBLIC AGENCY’S ESTIMATED DEVELOPER’S PHASE 1A
INFRASTRUCTURE IMPROVEMENTS COST ..................................... C-1-A-1
EXHIBIT C-1-B SOURCES FOR DEVELOPER’S PHASE 1A INFRASTRUCTURE
IMPROVEMENTS COST ........................................................................... C-1-B-1
EXHIBIT C-2 DEVELOPER’S PHASE 1A INFRASTRUCTURE IMPROVEMENTS
BUDGET ............................................................................................................ C-2
EXHIBIT D REMAINING PHASE 1A INFRASTRUCTURE IMPROVEMENTS
(SWEETWATER PARK) .................................................................................. D-1
EXHIBIT E CONSTRUCTION REQUIREMENTS .............................................................. E-1
EXHIBIT F CONVENTION CENTER PLANS .................................................................... F-1
EXHIBIT G-1 APPROVED SUBCONTRACTOR BID AND AWARD PROCESS ........... G-1-1
EXHIBIT G-2 SUBCONTRACTOR BIDS AWARDED PRIOR TO EFFECTIVE
DATE .............................................................................................................. G-2-1
EXHIBIT G-3 APPROVED CONSTRUCTION CONTRACTS ............................................... G-3
EXHIBIT H FORM OF COMPLETION GUARANTY ......................................................... H-1
EXHIBIT I OTHER GROUND LEASES .............................................................................. I-1
EXHIBIT J PUBLIC DEBT SERVICE OBLIGATION (PDSO) ........................................... J-1
EXHIBIT K-1 DEVELOPER’S PHASE 1A PAYMENT REQUEST ................................... K-1-1
EXHIBIT K-2 FORM OF CONVENTION CENTER PAYMENT REQUEST .................... K-2-1
EXHIBIT L SOLE SOURCE SUBCONTRACT AWARD APPROVAL
(DEVELOPER’S PHASE 1A INFRASTRUCTURE IMPROVEMENTS) ...... L-1
EXHIBIT M BEST QUALIFIED CONTRACTOR SUBCONTRACT AWARD
APPROVAL (DEVELOPER’S PHASE 1A INFRASTRUCTURE
IMPROVEMENTS) .......................................................................................... M-1
EXHIBIT N-1 LIST OF APPROVED ARBITRATORS ....................................................... N-1-1
EXHIBIT N-2 LIST OF APPROVED MEDIATORS ........................................................... N-2-1
Page 7 of 237 EAttachment B
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4825-3218-1203v24/024036-0079
EXHIBIT O ENERGY REQUIREMENTS ............................................................................ O-1
EXHIBIT P FORM OF DEVELOPER’S CONVENTION CENTER BUDGET .................. P-1
EXHIBIT Q PORT DISTRICT TRANSFER DOCUMENTS ................................................ Q-1
EXHIBIT R FORM OF MEMORANDUM OF AGREEMENT ............................................ R-1
EXHIBIT S APPROVED AGREEMENTS ........................................................................... S-1
EXHIBIT T DISTRICT DOCUMENTS ................................................................................ T-1
EXHIBIT U PRIOR AGREEMENTS ..................................................................................... U-1
EXHIBIT V-1 APPROVED DRAWINGS AND SPECIFICATIONS FOR
DEVELOPER’S PHASE 1A INFRASTRUCTURE IMPROVEMENTS ..... V-1-1
EXHIBIT V-2 APPROVED DRAWINGS AND SPECIFICATIONS FOR REMAINING
PHASE 1A INFRASTRUCTURE IMPROVEMENTS ................................. V-2-1
EXHIBIT W FORM OF EQUAL EMPLOYMENT OPPORTUNITY
CERTIFICATION ............................................................................................. W-1
EXHIBIT X-1 FORM OF EARLY WORK AGREEMENT ................................................. X-1-1
EXHIBIT X-2 REIMBURSEMENT AGREEMENT ........................................................... X-2-1
EXHIBIT X-3 SEWER AGREEMENT ................................................................................ X-3-1
EXHIBIT Y HOTEL OPERATOR NON-DISTURBANCE AGREEMENT ......................... Y-1
Page 8 of 237 EAttachment B
4825-3218-1203v24/024036-0079
PROJECT IMPLEMENTATION AGREEMENT
BY AND AMONG
THE CITY OF CHULA VISTA, THE BAYFRONT PROJECT SPECIAL TAX FINANCING
DISTRICT, THE SAN DIEGO UNIFIED PORT DISTRICT, THE CHULA VISTA
BAYFRONT FACILITIES FINANCING AUTHORITY, AND RIDA CHULA VISTA, LLC
This PROJECT IMPLEMENTATION AGREEMENT (“Agreement”) is entered into as of
____________ 1, 20__ by and among the City of Chula Vista, a chartered municipal corporation
(“City”), acting on its behalf and for and on behalf of the Bayfront Project Special Tax Financing
District, a financing district established and existing pursuant to Chula Vista Municipal Code
Chapter 3.61 Bayfront Project Special Tax Financing District Procedural Ordinance (the “Financing
District”), the San Diego Unified Port District, a public corporation (the “Port District”), the Chula
Vista Bayfront Facilities Financing Authority (the “Authority” and also sometimes referred to herein
as the “JEPA”; and, collectively with the City, the Financing District, and the Port District, the
“Public Agencies” or each separately, a “Public Agency”), a joint exercise of powers entity created
by the City and the Port District pursuant to the Joint Exercise of Powers Act (defined herein below),
and RIDA Chula Vista, LLC, a Delaware limited liability company (“Developer” or “RIDA”)
(collectively, the “Parties” and, individually, a “Party”), with reference to the following Recitals:
RECITALS
A. The City and the Port District are parties to that certain Amended and Restated Joint
Exercise of Powers Agreement, dated and effective July 25, 2019 (the “JEPA Agreement”), which
amended and restated that certain Joint Exercise of Powers Agreement, dated as of May 1, 2014, by
and between the City and the Port District. The JEPA Agreement forms the Authority for the
purpose of assisting in the financing and refinancing of capital improvement projects of the City and
the Port District as permitted under the Articles 1, 2, 3 and 4 of Chapter 5 of Division 7 of Title 1 of
the California Government Code relating to the Chula Vista Bayfront.
B. Pursuant to a “Site Lease” dated as of ____________ 1, 20__ (the “Site Lease”), the
Port District has leased to the JEPA and the JEPA has leased from Port District certain real property
described in Exhibit A-1 and depicted in Exhibit B-1 attached hereto (the “Site”), upon which an
approximately 275,000 net usable square foot convention center (the “Convention Center” and,
together with the Site, the “Facility”) will be constructed by RIDA pursuant to this Agreement and
operated by RIDA pursuant to the Sublease, as described in more detail below.
C. Pursuant to a “Facility Lease” dated as of ____________ 1, 20__ (as amended,
amended and restated, supplemented or otherwise modified from time to time, the “Facility Lease”),
the JEPA has in turn subleased the Site and leased the Convention Center to the City.
D. Pursuant to a “Sublease Agreement” dated as of ____________ 1, 20__ (as
amended, amended and restated, supplemented or otherwise modified from time to time, together
with any New Sublease (as defined in the Sublease, the “Sublease”), the City has in turn subleased
the Facility to RIDA. The Site Lease, Facility Lease, and Sublease are referred to collectively herein
as the “Convention Center Leases.”
E. Port District and Developer have entered into a ground lease dated as of
____________ 1, 20__ (as amended, amended and restated, supplemented or otherwise modified
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from time to time, the “Ground Lease”), pursuant to which the Port District has leased to Developer
approximately 37 acres of land located in the City of Chula Vista, California, described in Exhibit A-
2 and depicted in Exhibit B-2 attached hereto (the “Ground Lease Property”), together with all
improvements currently located on the Ground Lease Property. Pursuant to the Ground Lease, the
Developer is obligated to construct, operate and maintain (or cause to be constructed, operated and
maintained) the Resort Hotel (defined herein) on the Ground Lease Property.
F. The City, the Port District, the Authority and the County of San Diego (the
“County”) entered into that certain Chula Vista Bayfront Project Funding Agreement dated as of
December 13, 2019, (the “County Funding Agreement”) pursuant to which the County will assist
the City, the Port District and the Authority in financing the construction of the Phase 1A
Infrastructure Improvements by contributing the County Funds (defined in the Definitions
Addendum) as provided for in the County Funding Agreement.
G. To create a vehicle to generate special tax revenues initially equal to 5.5% of the
transient occupancy revenues collected within the CVBMP (defined below), to pay or reimburse the
cost of the Phase 1A Infrastructure Improvements (defined below) and/or to support payments with
respect to the Revenue Bonds (defined below), the City Council of the City (the “City Council”),
took certain actions under and pursuant to the powers reserved to the City under Sections 3, 5, and 7
of the Constitution and the Charter of the City, and enacted Chapter 3.61 of the Chula Vista
Municipal Code (“Chapter 3.61”) for the purpose of establishing a procedure for financing certain
public and private improvements and maintenance and services to serve development within the
boundaries of the Financing District through the establishment of the Financing District, the levy and
collection of special taxes (the “Special Tax Revenues”) therein by the Financing District and the
issuance of bonds or other indebtedness of such Financing District secured by such special taxes for
the purpose of financing the Convention Center and certain other public improvements, including the
Phase 1A Infrastructure Improvements, as described below.
H. On September 10, 2019, the City Council initiated proceedings pursuant to
Chapter 3.61 to establish the Financing District, to authorize the Financing District to finance the
purchase, construction, expansion, improvement, and rehabilitation of the Convention Center and
certain other public improvements and certain maintenance and services, to authorize the levy of a
special tax pursuant to the amended and restated rate and method of apportionment thereof to pay for
such improvements and services and to declare the necessity of the Financing District to incur an
indebtedness to contribute to the financing of such improvements.
I. On February 16, 2021, the City Council adopted a resolution declaring its intention
and initiating proceedings to make changes to the rate and method of apportionment of the Financing
District to increase the special tax rates to be levied initially on taxable property in the Financing
District, to extend the term of the special tax to June 30, 2086 and to give the City Council the ability
to lower the special tax rates in future fiscal years.
J. The City and the Port District entered into an Amended and Restated Joint
Community Facilities Agreement (Chula Vista Bayfront Project Special Tax Financing District)
effective as of February 24, 2020 (as amended, the “JCFA”) to set forth some of the essential terms
for the development, operation, maintenance, and servicing of various improvements within the
Chula Vista Bayfront Master Plan Area (the “CVBMP”) or outside the CVBMP as further described
in the JCFA. Such essential terms included the priorities for the allocation of the Special Tax
Revenues, as such term is defined in the JCFA, and to provide that the Special Tax Revenues
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dedicated to the Convention Center and the Developer’s Phase 1A Infrastructure Improvements shall
be disbursed pursuant to an agreement between the Port District, the City and/or the Authority, on the
one hand, and the Developer, the Project lenders and/or the Developer’s contractors, on the other
hand.
K. On May 20, 2020, the Authority Board adopted its Resolution 2020-007 ratifying the
final form of a procurement policy for developer-performed public improvements for the Authority
attached as Exhibit A to such resolution (the “Authority Procurement Policy”) and ratifying the
final form of Authority Resolution 2020-002 in the form presented and attached as Exhibit B to
Resolution 2020-007 (the “Authority Resolution 2020-002”) applying the Authority Procurement
Policy to the construction of developer-performed public works for the Project.
L. Pursuant to Authority Resolution 2020-002 and in accordance with Procurement
Policy Section 2.a., the Authority Board authorized the Developer to proceed with the development
and construction of the Developer’s Phase 1A Infrastructure Improvements and the Convention
Center subject to the terms, conditions, and obligations of the Authority Procurement Policy,
Authority Resolution 2020-002, all applicable Project agreements, including this Agreement, and all
applicable federal, state, and local laws and regulations.
M. The Authority, the Port District and the City have determined it to be beneficial to
have the Financing District finance certain of the Phase 1A Infrastructure Improvements in
connection with the construction of the Resort Hotel and the Convention Center. To assist in the
financing of the Convention Center and the Phase 1A Infrastructure Improvements, the Authority has
determined to issue its “Authority Taxable Bonds” and its “Authority Tax-Exempt Bonds,” each
as defined herein and together, the “Authority Bonds” pursuant to the terms of the “Authority
Indenture,” as defined herein. The Authority Bonds will be secured in part and be repaid from loan
payments made by the Financing District on the “Loan,” as defined herein, and any loan payable on
a parity with the Loan, made under the “Loan Agreement,” as defined herein, “Lease Payments,”
as defined herein, payable by the City pursuant to the Facility Lease and payments to be made by the
Port District pursuant to the Port Support Agreement.
N. Pursuant to the Sublease and this Agreement, the Developer is required to cause the
development and construction of the “Project” which consists of the Developer’s Phase 1A
Infrastructure Improvements and the Convention Center (as such terms are defined herein).
O. Certain Laws may require that certain of the Phase 1A Infrastructure Improvements
(as defined herein) be constructed in connection with the construction of the Convention Center and
the Resort Hotel (as defined herein).
P. Developer and the Public Agencies desire that Developer construct the Convention
Center, and in connection with the construction of the Convention Center and the Resort Hotel,
construct the Developer’s Phase 1A Infrastructure Improvements on certain real property described
in Exhibit A-3 and depicted in Exhibit B-3 attached hereto (the “Developer’s Phase 1A
Infrastructure Improvements Site”, together with the Site, the “Project Site”), as set forth in this
Agreement.
Q. City, Authority and Developer have entered into that certain Phase 1A Early Work
Implementation and Right of Entry License Agreement, dated as of [ ], 2021 (the “Early Work
Agreement”), a copy of which is attached hereto as Exhibit X-1. The Early Work Agreement
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provides for the reimbursement of certain costs described therein by the Authority to the Developer.
However, City, Authority and Developer intend that such costs be reimbursed as part of the
Developer’s Phase 1A Infrastructure Improvements Costs payable hereunder to the extent such
amounts are not reimbursed under the Early Work Agreement.
R. City and Developer have entered into (i) that certain City of Chula Vista
Reimbursement Agreement to Design Specified Bayfront Infrastructure Improvements, dated as of
September 15, 2020 (the “Reimbursement Agreement”), a copy of which is attached hereto as
Exhibit X-2, and (ii) that certain City of Chula Vista Reimbursement Agreement to Construct
Specified Bayfront Sewer Improvements, dated as of September 15, 2020 (the “Sewer Agreement”),
a copy of which is attached hereto as Exhibit X-3. Each of the Reimbursement Agreement and the
Sewer Agreement provide for the reimbursement of certain costs described therein by City to
Developer, and therefore such costs are excluded from the Developer’s Phase 1A Infrastructure
Improvements Costs payable hereunder to avoid double counting.
S. The Parties desire to enter into, and Authority has required that Developer enter into,
this Agreement to establish the terms and conditions in compliance with the applicable provisions of
the Authority Procurement Policy and Authority Resolution 2020-002 pursuant to which the
Developer may develop and construct the Project and obtain payment for all of the eligible costs of
developing and constructing the Developer’s Phase 1A Infrastructure Improvements from proceeds
of the Authority Tax-Exempt Bonds and the County Funds, reimbursements pursuant to the Sewer
Agreement, and will provide credit to the Developer pursuant to the BFDIF Program, which is on file
in the office of the City Clerk, and a portion of the overall costs of developing and constructing the
Convention Center from the proceeds of the Authority Taxable Bonds.
T. The Parties desire to provide for the development and construction of the
“Remaining Phase 1A Infrastructure Improvements” (as defined herein) by the Port District,
pursuant to the procurement rules of the Port District; provided that payment or reimbursement to the
Port District of the costs of constructing the Remaining Phase 1A Infrastructure Improvements shall
be handled by separate agreement between the City and/or the Authority, on one hand, and the Port
District, on the other hand.
U. The Parties further desire to set forth certain provisions relating to nondisturbance,
indemnification, and other continuing covenants of the Parties relating to the Resort Hotel and
Convention Center Project and the Phase IA Infrastructure Improvements which shall remain in
effect for the Term hereof.
AGREEMENT
NOW THEREFORE, in consideration of the above Recitals, the covenants contained herein,
and other good and valuable consideration, the receipt and sufficiency of which the Parties hereby
acknowledge, the Authority, the Port District, the City, the Financing District and the Developer
agree as follows:
ARTICLE I
DEFINITIONS
1.1. Definitions Addendum. Defined terms used in this Agreement and not specifically
defined herein shall have the meanings set forth in the Definitions Addendum attached hereto, which
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is incorporated herein by this reference. Any reference in this Agreement to this Agreement or any
other agreement is a reference to such agreement as the same may be amended or amended and
restated from time to time.
ARTICLE II
SUBJECT OF THE AGREEMENT GENERALLY
All Exhibits attached to this Agreement are incorporated into this Agreement by this
reference.
2.1. Developer’s Phase 1A Infrastructure Improvements.
2.1.1. Access to the Developer’s Phase 1A Infrastructure Improvements Site. The
Developer Parties shall have the non-exclusive right to enter upon the Developer’s Phase 1A
Infrastructure Improvements Site in connection with the construction and development of the
Developer’s Phase 1A Infrastructure Improvements commencing on the Commencement Date and
ending on the earlier of the following dates: (x) as to each portion of the Developer’s Phase 1A
Infrastructure Improvements Site, the date on which the Developer’s Phase 1A Infrastructure
Improvements corresponding to such portion of the Developer’s Phase 1A Infrastructure
Improvements Site is Accepted, (y) the date on which this Agreement is terminated, and (z) the date
on which this Agreement expires.
2.1.2. Construction of Developer’s Phase 1A Infrastructure Improvements.
Except as expressly provided in this Agreement, Developer shall cause the development of the
Developer’s Phase 1A Infrastructure Improvements on the Developer’s Phase 1A Infrastructure
Improvements Site substantially in accordance in all material respects with the Approved Drawings
and Specifications for the development of the Developer’s Phase 1A Infrastructure Improvements
within the timeframe described in Section 5.1, in each case, in accordance with all the terms and
conditions of this Agreement.
2.1.3. Complete and Functional Improvements. Developer shall provide complete
and functional Developer’s Phase 1A Infrastructure Improvements substantially in accordance in all
material respects with the Approved Drawings and Specifications. Neither recommendation of any
progress payment, nor any payment by the Authority to Developer under this Agreement, nor any use
or occupancy of the Project or any part thereof by the Authority, the City, or the Port District, nor
any failure to act, nor any review of a shop drawing or sample submittal, will constitute an approval
by any of the Public Agencies of work which is not completed by Developer substantially in
accordance with the Approved Drawings and Specifications. The foregoing shall not limit claims
pursuant to Articles XI or XII.
2.1.4. Payment of Developer’s Phase 1A Contract Sum, Reimbursements under
Sewer Agreement, Credits under BFDIF Program, and Developer’s Phase 1A Project Administration
Fee. In consideration for the Developer’s development and delivery of the Developer’s Phase 1A
Infrastructure Improvements as required by this Agreement, (a) the Authority shall pay the
Developer’s Phase 1A Contract Sum to Developer, (b) the City shall provide to Developer a credit
towards the amount payable by Developer pursuant to the BFDIF Program, as a condition of
developing the Resort Hotel and Convention Center (as applicable), (c) the City shall pay to
Developer amounts required to be reimbursed to Developer pursuant to the Sewer Agreement, and
(d) the City shall provide payment to or credit for Developer, as applicable, the amount of the
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Developer’s Phase 1A Project Administration Fee. The Authority acknowledges and agrees that,
without limitation, all of the Public Agency’s Estimated Developer’s Phase 1A Infrastructure
Improvements Costs identified in Exhibit C-1-A are Developer’s Phase 1A Infrastructure
Improvements Costs. The Parties acknowledge that concurrent with requesting payment of
Developer’s Phase 1A Contract Sum, Developer will identify amounts to be paid pursuant to the
Sewer Agreement and City will issue payment for same consistent with the terms of the Sewer
Reimbursement Agreement. Further, Developer will identify BFDIF credit amounts requested with
each payment request. City shall incrementally accrue BFDIF credits toward Developer’s ultimate
BFDIF obligation, subject to true-up and final calculation of credits earned and BFDIF amounts to be
paid to City. City shall pay or credit, as applicable, to Developer portions of the Developer’s Phase
1A Project Administration Fee as and when Developer’s Phase 1A Project Administration Fee
Eligible Costs are incurred by Developer.
2.1.5. Sources of Funding for Developer’s Phase 1A Contract Sum. The Parties
anticipate that the sources of funding for the payment of the Developer’s Phase 1A Contract Sum are
as set forth on Exhibit C-1-B.
2.1.6. Changes to Developer’s Phase 1A Infrastructure Improvements.
2.1.6.1. In accordance with the Authority Procurement Policy, any change
to the Contract Documents or the Approved Drawings and Specifications with respect to the
Developer’s Phase 1A Infrastructure Improvements shall be subject to Authority’s prior written
approval, except for changes or change orders that result in none of the following (as determined in
Authority’s reasonable discretion): (i) any additional payment by Authority in excess of the
contingency set forth in the Developer’s Phase 1A Infrastructure Improvements Budget; (ii) any
additional maintenance or overhead costs to the Authority; (iii) any material delay to the date on
which Completion of the Developer’s Phase 1A Infrastructure Improvements occurs; (iv) any
material modifications to the design or construction of the Developer’s Phase 1A Infrastructure
Improvements nor (v) any adverse effect with respect to the Developer’s Phase 1A Infrastructure
Improvements’ compliance with Law. Authority shall provide written approval or a reasonable basis
for denial of such changes within ten (10) Business Days after Authority receives written notice
thereof from Developer. Without limitation of the foregoing, Authority shall consider reasonably and
in good faith any change to the Contract Documents or the Approved Drawings and Specifications
with respect to the Developer’s Phase 1A Infrastructure Improvements that is proposed by Developer
to address conditions affecting the Project Site that are unknown to Developer as of the Effective
Date.
2.1.6.2. Developer shall meet and confer in good faith with Authority
regarding, and will reasonably consider in good faith, any changes that Authority desires to make to
the Approved Drawings and Specifications with respect to the Developer’s Phase 1A Infrastructure
Improvements, and Developer shall use commercially reasonable efforts to implement any such
changes, to the extent Developer reasonably determines that such changes result in none of the
following: (i) any delay to the date on which Completion of the Developer’s Phase 1A Infrastructure
Improvements occurs; (ii) any adverse effect with respect to the Developer’s Phase 1A Infrastructure
Improvements’ compliance with Law nor (iii) any adverse effect on the development, maintenance or
operation of (including any adverse effect on the compliance with Law by) the Convention Center or
the Private Improvements (as defined in the Ground Lease). Notwithstanding the foregoing, if any
such change would decrease the funds that could be allocated for the construction of Harbor Park by
more than Two Million Five Hundred Thousand Dollars ($2,500,000) individually or in the
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aggregate with other changes proposed by the Authority, then such change will be subject to
Developer’s approval in its sole discretion. The re-allocation of amounts from the contingency to a
non-contingency line item within the Developer’s Phase 1A Infrastructure Improvements Budget
shall not be considered when determining whether the funds that could be allocated for the
construction of Harbor Park have decreased.
2.1.6.3. Nothing in this Agreement amends or waives the regulatory
process for amending permits or plans approved by the City or the Port District, which shall be
governed by the City’s and Port District’s established entitlement and permitting processes and
applicable Laws.
2.2. Convention Center. Developer shall cause the development of the Convention Center
substantially in accordance in all material respects with the Convention Center Plans, within the
timeframe described in Section 5.1 and in accordance with all the terms and conditions of this
Agreement.
2.2.1. Complete and Functional Improvements. Developer shall provide a
complete and functional Convention Center substantially in accordance in all material respects with
the Convention Center Plans and the Convention Center Costs incurred shall not be less than the
Project Public Investment Amount.
2.2.2. Payment of Convention Center Costs. In consideration for the work
performed or caused to be performed by Developer pursuant to this Section 2.2, the Authority shall
pay the Convention Center Contract Sum to Developer pursuant to the procedures set forth in
Section 9.2.
2.3. Sweetwater Park. Port District shall Sufficiently Complete development of
Sweetwater Park. “Sufficient Completion” or “Sufficiently Complete” means that the Port District,
in its sole and good faith discretion, determines that Sweetwater Park, as developed, satisfies the
following criteria: (1) the Sweetwater Park on parcel S2 shall be open to the public and include
improvements such as landscaping, public parking lots and restrooms, which may be temporary in
nature and (2) the development within the Transition Buffer Areas and Limited Use zones of parcel
SP-1 and the fencing of the No Touch Buffer Area of parcel SP-1 shall be completed. The Transition
Buffer Areas and Limited Use zones of parcel SP-1 and the No Touch Buffer Area of parcel SP-1 are
described in the certified PMP. Port District may, in its sole and absolute discretion, further develop
Sweetwater Park following achievement of Sufficient Completion, including but not limited to the
development of additional features, elements and/or landscaping, without any obligation to the
Developer and without requiring Developer’s approval or consent.
2.3.1. Sweetwater Park Updates. Port District shall provide, not less frequently
than monthly, written updates to the Developer of the progress of the development of Sweetwater
Park and shall provide written notice to Developer when Port District determines that Sweetwater
Park is Sufficiently Complete.
2.3.2. First Sweetwater Park Option. Port District shall provide written notice to
Developer at least thirty (30) days before Port District advertises for bids for the construction of
Sweetwater Park and shall provide Developer with all Sweetwater Park Materials to the extent
available at such time. On or before 5:00 p.m. (Pacific Time) on the last day of such thirty (30) day
period (such date, the “First Sweetwater Park End Date”), Developer may, but shall not be
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obligated to, exercise the option to Sufficiently Complete Sweetwater Park (the “First Sweetwater
Park Option”). If Developer exercises the First Sweetwater Park Option, then: (a) Sweetwater Park
shall thereafter be considered part of Developer’s Phase 1A Infrastructure Improvements for
purposes of this Agreement (except as otherwise set forth herein), and Developer shall expeditiously
Sufficiently Complete Sweetwater Park, and (b) subject to section 2.3.2.1, Developer’s costs to
Sufficiently Complete Sweetwater Park shall be considered Developer’s Phase 1A Infrastructure
Improvements Costs and shall thereafter be payable in the same manner as other Developer’s Phase
1A Infrastructure Improvements Costs.
2.3.2.1. Developer may exercise the First Sweetwater Park Option only by
giving written notice to the Port District and the Authority (“First Developer Completion Notice”)
prior to the First Sweetwater Park End Date. If Developer does not deliver the First Developer
Completion Notice prior to the First Sweetwater Park End Date, then (a) the First Sweetwater Park
Option shall terminate, and (b) the Port District shall expeditiously continue development of the
Sweetwater Park until Sufficiently Complete. Notwithstanding delivery of the First Developer
Completion Notice, Developer shall not commence any development work for Sweetwater Park at
the Remaining Phase 1A Infrastructure Improvements Site until the Developer has the right to enter
upon the Remaining Phase 1A Infrastructure Improvements Site in accordance with Section 2.3.2.4
below. Notwithstanding the foregoing, Developer may commence any other work for the
performance of the Sweetwater Park that does not require access to the Remaining Phase 1A
Infrastructure Improvements commencing on the first calendar day after Developer exercises the
First Sweetwater Park Option. The Authority will not issue payment to Developer for work
performed on Sweetwater Park if Developer does not exercise any of the First Sweetwater Park
Option or the Second Sweetwater Park Option (as defined below). If Developer exercises the First
Sweetwater Park Option, then with respect to Sweetwater Park, Developer shall be entitled to
reimbursement only of costs incurred by Developer from and after the date the First Developer
Completion Notice is delivered to Port District.
2.3.2.2. If Developer timely delivers the First Developer Completion
Notice, then (a) Developer shall Sufficiently Complete Sweetwater Park in accordance with
Sweetwater Park Materials on or before the Outside Construction Completion Date, and (b) within
five (5) Business Days after Port District’s timely receipt of the First Developer Completion Notice,
Port District shall deliver to Developer the Sweetwater Park Materials that have not previously been
delivered to Developer. After Developer has delivered the First Developer Completion Notice, the
Port District shall reasonably cooperate with Developer, at no cost or expense to Developer, in
seeking any consent to Developer’s use of such Sweetwater Park Materials reasonably requested by
Developer from the preparer or issuer of any Sweetwater Park Materials.
2.3.2.3. [Reserved].
2.3.2.4. If Developer exercises the First Sweetwater Park Option, the
Developer Parties shall have the non-exclusive right to enter upon the Remaining Phase 1A
Infrastructure Improvements Site in connection with the construction and development of
Sweetwater Park commencing on the First Sweetwater Park End Date and ending on the earlier of
the following dates: (x) the date on which Sweetwater Park is Accepted; and (y) the date on which
this Agreement is terminated.
2.3.2.5. If Developer exercises the First Sweetwater Park Option,
Developer’s failure to Sufficiently Complete Sweetwater Park by the Original Outside Construction
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Completion Date shall in no event relieve Developer of the obligation to pay Construction Late
Charges.
2.3.3. Second Sweetwater Park Option. If Developer does not exercise the First
Sweetwater Park Option and the development of Sweetwater Park is not Sufficiently Complete on or
before the Second Sweetwater Park End Date, then Developer may, but shall not be obligated to,
exercise the option to Sufficiently Complete Sweetwater Park (the “Second Sweetwater Park
Option”; and, together with the First Sweetwater Park Option, the “Sweetwater Park Option”). If
Developer exercises the Second Sweetwater Park Option, then: (a) Sweetwater Park shall thereafter
be considered part of Developer’s Phase 1A Infrastructure Improvements for purposes of this
Agreement (except as otherwise set forth herein), and Developer shall expeditiously Sufficiently
Complete Sweetwater Park and (b) subject to Section 2.3.3.1, Developer’s costs to Sufficiently
Complete Sweetwater Park shall be considered Developer’s Phase 1A Infrastructure Improvements
Costs and shall thereafter be payable in the same manner as other Developer’s Phase 1A
Infrastructure Improvements Costs. The Second Sweetwater Park Option shall terminate upon Port
District irrevocably notifying Developer that Sweetwater Park is Sufficiently Complete.
2.3.3.1. Developer may exercise the Second Sweetwater Park Option only
by giving written notice to the Port District and the Authority (“Second Developer Completion
Notice”) within ten (10) Business Days after the Second Sweetwater Park End Date, but not sooner
than ten (10) days prior to the Second Sweetwater Park End Date. If Developer does not deliver the
Second Developer Completion Notice within the time stated in this Section 2.3.2.1, then (a) the
Second Sweetwater Park Option shall terminate at 5:00 p.m. (Pacific Time) on the date that is ten
(10) Business Days after the Second Sweetwater Park End Date and Developer shall have no further
remedy against Port District with respect to the development of Sweetwater Park, and (b) the Port
District shall expeditiously continue development of Sweetwater Park until Sufficiently Complete.
Notwithstanding delivery of the Second Developer Completion Notice, Developer shall not
commence any development work for Sweetwater Park at the Remaining Phase 1A Infrastructure
Improvements Site until the Developer has the right to enter upon the Remaining Phase 1A
Infrastructure Improvements Site in accordance with Section 2.3.2.4 below. Notwithstanding the
foregoing, Developer may commence any work for the performance of the Sweetwater Park that does
not require access to the Remaining Phase 1A Infrastructure Improvements commencing on the first
calendar day after the Second Sweetwater Park End Date. The Authority will not issue payment to
Developer for work performed on Sweetwater Park if the Port District Sufficiently Completes
Sweetwater Park by the Second Sweetwater Park End Date or if Developer does not exercise any of
the Second Sweetwater Park Option or the First Sweetwater Park Option. If Developer exercises the
Second Sweetwater Park Option, then with respect to Sweetwater Park, Developer shall be entitled to
reimbursement only of costs incurred by Developer from and after Developer’s exercise of the
Second Sweetwater Park Option. Developer shall not request reimbursement for such costs until
after the Second Sweetwater Park End Date.
2.3.3.2. If Developer timely delivers the Second Developer Completion
Notice, then (a) Developer shall Sufficiently Complete Sweetwater Park in accordance with the
Sweetwater Park Materials on or before the Outside Construction Completion Date, and (b) within
five (5) Business Days after Port District’s timely receipt of the Second Developer Completion
Notice, Port District shall (i) issue a notice of termination under any outstanding Sweetwater Park
Construction Contracts and (ii) deliver to Developer the Sweetwater Park Materials that have not
previously been delivered to Developer. After the Developer has delivered the Second Developer
Completion Notice, the Port District shall reasonably cooperate with Developer, at no cost or
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expense to the Developer, in seeking any consent from the preparer or issuer of any Sweetwater Park
Materials. If Port District fails to issue a notice of termination under any outstanding Sweetwater
Park Construction Contract within five (5) Business Days after Port District’s timely receipt of the
Second Developer Completion Notice as set forth above, then Developer shall have the right to issue
such notice of termination on behalf of Port District and on Developer’s own behalf pursuant to
Section 2.3.4.2.
2.3.3.3. Prior to delivery of the Second Developer Completion Notice, but
not sooner than six (6) months prior to the Second Sweetwater Park End Date, Developer may
request, and Port District shall from time-to-time provide, within ten (10) Business Days after
Developer’s request therefor, (i) copies of the Sweetwater Park Materials, all outstanding
construction, development and design documents related to Sweetwater Park (including, without
limitation, construction contracts, pay applications and architect certifications), at Developer’s sole
cost and expense, and (ii) a written description of the work that remains uncompleted in order to
cause Sweetwater Park to be Sufficiently Complete.
2.3.3.4. If Developer exercises the Second Sweetwater Park Option, the
Developer Parties shall have the non-exclusive right to enter upon the Remaining Phase 1A
Infrastructure Improvements Site in connection with the construction and development of
Sweetwater Park commencing on the date that is the later of (a) ten (10) days after Developer
exercises the Second Sweetwater Park Option or (b) the day after the Second Sweetwater Park End
Date and ending on the earlier of the following dates: (x) the date on which Sweetwater Park is
Accepted; and (y) the date on which this Agreement is terminated.
2.3.3.5. If Developer exercises the Sweetwater Park Option, Developer’s
failure to Sufficiently Complete Sweetwater Park by the Original Outside Construction Completion
Date shall in no event relieve Developer of the obligation to pay Construction Late Charges.
2.3.3.6. Each Sweetwater Park Design Contract is hereby assigned by Port
District to Developer; provided, that such assignment shall be effective only upon Developer’s
exercise of the Second Sweetwater Park Option and only for those Sweetwater Park Contracts that
Developer accepts by notifying Port District and the counterparty to such Sweetwater Park Contract
in writing. When the Developer accepts the assignment of a Sweetwater Park Design Contract,
Developer assumes Port District’s rights and obligations under such Sweetwater Park Design
Contract, but in the case of obligations, only to the extent such obligations are to be performed after
the date Developer accepts the assignment. Port District shall not assign any Sweetwater Park
Design Contract to, or grant a security interest in any Sweetwater Park Design Contract in favor of,
any person or entity other than Developer. Port District hereby grants to Developer a security
interest in the Sweetwater Park Design Contracts to secure Port District’s obligations under the
preceding sentence of this Section 2.3.3.6, and Port District shall take such steps as may be
reasonably requested by Developer to evidence and perfect such security interest (including, without
limitation, by authorizing Developer to file a UCC-1 financing statement with respect to the
Sweetwater Park Design Contracts). Developer shall not assign its security interest in any
Sweetwater Park Design Contract, except that it may assign or collaterally assign such security
interest to a permitted assignee, or permitted collateral assignee, of this Agreement.
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2.3.4. Sweetwater Park Contracts.
2.3.4.1. Port District shall include in each Sweetwater Park Design
Contract (or, to the extent that any Sweetwater Park Design Contract exists as of the Effective Date,
amend such Sweetwater Park Design Contract to include): (a) a provision that permits Port District
(or its successors or assignees) or Developer to terminate such Sweetwater Park Design Contract for
convenience upon not more than ten (10) days’ prior written notice, (b) to the extent applicable, a
provision that Developer is entitled to use any drawings, plans or specifications prepared under such
Sweetwater Park Design Contract in connection the construction or development of Sweetwater Park,
and (c) the following provision with appropriate conforming modifications: “[Contractor] consents
to the assignment of [Port District’s] rights and obligations in this [Sweetwater Park Design
Contract] by [Port District] to RIDA Chula Vista, LLC, its assigns and/or its lenders and their
respective assigns (“RIDA Parties”), and agrees that the warranties and obligations hereunder shall
inure to the benefit of RIDA Parties, all as if RIDA Parties were a party of this [Sweetwater Park
Design Contract]. Such assignment will be effective when a RIDA Party delivers to [Contractor] and
[Port District] a notice accepting such assignment and assuming Port District’s obligations under this
[Sweetwater Park Design Contract] from and after the date of such notice. From and after
Contractor’s receipt of such notice, [Contractor] will treat such RIDA Party as the [Port District]
under this [Sweetwater Park Design Contract].” To the extent that Developer assumes Port District’s
obligations under any Sweetwater Park Design Contract, Developer may pay any amounts that are
owing to the counterparty under such Sweetwater Park Design Contract which result from a breach
by Port District under such Sweetwater Park Design Contract, and such payments shall constitute
Developer’s Phase 1A Infrastructure Improvements Costs. Unless Developer does not exercise the
First Sweetwater Park Option prior to the First Sweetwater Park End Date and does not exercise the
Second Sweetwater Park Option prior to the Second Sweetwater Park End Date, Port District shall
neither assign nor terminate any Sweetwater Park Design Contract without Developer’s prior written
consent, which shall not be unreasonably withheld or delayed.
2.3.4.2. Port District shall include in each Sweetwater Park Construction
Contract (or, to the extent that any Sweetwater Park Construction Contract exists as of the Effective
Date, amend such Sweetwater Park Construction Contract to include): (a) a provision that permits
Port District (or its successors or assignees) or Developer to terminate such Sweetwater Park
Construction Contract for convenience upon not more than ten (10) days’ prior written notice, and
(b) the following provision with appropriate conforming modifications: “[Contractor] agrees that
RIDA Chula Vista, LLC, its assigns and/or its lenders and their respective assigns (“RIDA Parties”)
shall have the right to terminate this [Sweetwater Park Construction Contract] pursuant to [cross-
reference termination for convenience provision] of this Sweetwater Park Construction Contract as if
RIDA Parties were a party of this [Sweetwater Park Construction Contract]. Such termination will be
effective when a RIDA Party delivers to [Contractor] and [Port District] a notice of termination
pursuant to such Section. Notwithstanding anything to the contrary in this [Sweetwater Park
Construction Contract], no RIDA Party shall have any obligations under this [Sweetwater Park
Construction Contract].”
2.3.4.3. Developer shall have no right to accept assignment of a
Sweetwater Park Design Contract or to terminate for convenience a Sweetwater Park Design
Contract or Sweetwater Park Construction Contract, unless and until Developer exercises the First
Sweetwater Park Option or the Second Sweetwater Park Option, as applicable. Developer shall
provide any notice of its acceptance of assignment or notice of termination for convenience
(excluding any notice of termination for convenience after Developer’s acceptance of assignment of
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the applicable contract) to the Port District and the counterparty of the respective contract within
thirty (30) days following delivery of the First Developer Completion Notice or the Second
Developer Completion Notice, as applicable.
2.3.5. Sweetwater Park Materials. Port District shall use commercially reasonable
efforts to deliver the Sweetwater Park Materials to Developer pursuant to Section 2.3.3.3 or as soon
as practicable after Developer exercises the First Sweetwater Park Option or the Second Sweetwater
Park Option. After Developer exercise the First Sweetwater Park Option or the Second Sweetwater
Park Option, Developer shall have the right to use any and all plans, drawings and specifications that
constitute Sweetwater Park Materials for construction and development of Sweetwater Park. The
Sweetwater Park Materials (other than the Sweetwater Park Design Contracts that are assumed by
Developer) shall remain the property of the Port District, and Developer shall return or deliver all
such Sweetwater Park Materials to the Port District upon Acceptance of Sweetwater Park.
ARTICLE III
DURATION OF AGREEMENT
3.1. Term of Agreement. This Agreement shall become effective on the Effective Date,
and the term of this Agreement (the “Term”) shall extend until the earlier of (a) the termination of
this Agreement by the Public Agencies according to the termination provisions herein, (b) the
termination of the Sublease according to Sections 5.1 or 5.2 of the Sublease (unless Authority
provides written notice to Developer within ten (10) Business Days after the termination of this
Agreement directing Developer to complete the Developer’s Phase 1A Infrastructure Improvements,
in which case (i) except with respect to obligations that expressly survive the termination of this
Agreement, Developer shall have no further obligations hereunder with respect to the Convention
Center and (ii) the Term shall end upon Acceptance of all Developer’s Phase 1A Infrastructure
Improvements (including Harbor Park only if Developer has agreed to construct Harbor Park
pursuant to Section 5.4.4) and (if Developer has exercised a Sweetwater Park Option) the Sufficient
Completion of Sweetwater Park, or (c) the later of (i) the termination or expiration of the Sublease
and (ii) the occurrence of the Expansion Date under and as defined in the Ground Lease.
Notwithstanding the foregoing, but subject to the next sentence of this Section 3.1, if the Sublease
terminates according to Sections 5.1 or 5.2 of the Sublease, but the Ground Lease remains in effect,
then (x) Developer shall have no further obligations hereunder with respect to the Convention Center,
but this Agreement shall otherwise remain in effect (including with respect to Developer’s Phase 1A
Infrastructure Improvements, Harbor Park (only if Developer has agreed to construct Harbor Park
pursuant to Section 5.4.4), and Sweetwater Park (including with respect to the payment for each of
the foregoing)) and (y) the Term shall end upon Acceptance of all Developer’s Phase 1A
Infrastructure Improvements (including Harbor Park only if Developer has agreed to construct
Harbor Park pursuant to Section 5.4.4) and the Sufficient Completion of Sweetwater Park.
Notwithstanding anything to the contrary herein, the Term shall not extend beyond sixty-six (66)
years from the Effective Date.
ARTICLE IV
PROJECT COSTS
4.1. Phase 1A Infrastructure Improvements. The provisions of Section 4.1.1 and each
subsection thereof shall apply only to the Developer’s Phase 1A Infrastructure Improvements.
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4.1.1. Public Agency’s Estimated Developer’s Phase 1A Infrastructure
Improvements Cost.
4.1.1.1. The aggregate Public Agency’s Estimated Developer’s Phase 1A
Infrastructure Improvements Cost is ____________________ dollars ($__________), as shown in
Exhibit C-1-A attached hereto. Developer’s Phase 1A Infrastructure Improvements Budget as of the
Effective Date is attached as Exhibit C-2 hereto. Developer may modify from time to time the
Developer’s Phase 1A Infrastructure Improvements Budget reasonably and in good faith and shall
provide written notice of any such modification to the Public Agencies. The Developer’s Phase 1A
Infrastructure Improvements Budget shall indicate the Guaranteed Maximum Price for the General
Contractor’s services, which shall not be increased unless (a) the General Contractor is entitled to an
increase under the General Contract or (b) as otherwise expressly agreed by the Authority in writing,
in the Authority’s sole and absolute discretion.
4.1.1.2. If, at any time, Developer definitively establishes that the amount
expended on the Developer’s Phase 1A Infrastructure Improvements will exceed the amount set forth
in the Developer’s Phase 1A Infrastructure Improvements Budget (including contingency amounts),
Developer shall promptly, and in any case not more than ten (10) Business Days after the Developer
definitively establishes the amount of the increase, notify the Executive Director thereof in writing.
This written notification shall include an itemized cost estimate and a list of recommended revisions
(e.g., deductive changes) which Developer believes will bring the cost to within the amount set forth
in the Developer’s Phase 1A Infrastructure Improvements Budget. The Authority may either: (i)
approve an increase in the Developer’s Phase 1A Infrastructure Improvements Budget (which
approval shall not be unreasonably withheld, conditioned, or delayed) or (ii) reasonably value
engineer, delete or replace subcomponents of a component of the Developer’s Phase 1A
Infrastructure Improvements so that the Developer’s Phase 1A Infrastructure Improvements can be
constructed for the amount set forth in the Developer’s Phase 1A Infrastructure Improvements
Budget, but only if such modification neither has a material and adverse effect on the design,
development, or construction of the Resort Hotel or the Project nor delays the Completion of the
Resort Hotel, the Parking Improvements or the Project.
4.1.2. Approved Drawings and Specifications for the Developer’s Phase 1A
Infrastructure Improvements. As of the Effective Date, each of the Port District and the City has
reviewed and approved the Approved Drawings and Specifications for the Developer’s Phase 1A
Infrastructure Improvements.
4.2. Convention Center. The provisions of Section 4.2 and each subsection thereof shall
apply only to the Convention Center.
4.2.1. Estimated Convention Center Cost. The aggregate Estimated Convention
Center Cost is ____________________________ ($____________). The Convention Center Budget
as of the Effective Date is attached as Exhibit P hereto. Developer may modify from time to time the
Convention Center Budget reasonably and in good faith and shall provide written notice of any such
modification to the Public Agencies.
4.3. Cost Reporting. Developer shall, during the Term and, with respect to each record,
for a period of seven (7) years after the date such record is created (or such longer period as
Developer may decide in its sole discretion), use commercially reasonable efforts to maintain
customary records of construction costs incurred by Developer in connection with the Project. Such
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records shall include, but are not limited to, a general ledger, vendor invoices, cancelled checks,
agreements with third-party contractors and contractor progress payment billings. Such records may
be in electronic format. Developer shall furnish to Authority an itemized statement of the
construction costs incurred and paid by Developer in connection with the Improvements, as
applicable, within thirty (30) days after Developer receives Authority’s request therefor (which
request shall not be provided to Developer until the respective Improvements have been Completed).
The statement shall be sworn to and signed, under penalty of perjury, by Developer as fairly
representing, to the best of Developer’s knowledge, the construction costs incurred and paid by
Developer. Should Developer perform any construction with its own personnel, Developer shall
during the Term and, with respect to each record, for a period of seven (7) years after the date of such
record (or such longer period as Developer may decide in its sole discretion), maintain the following
records with respect to the actual work performed by its own personnel: a payroll journal, copies of
cancelled payroll checks, and timecards or other payroll documents which show dates worked, hours
worked, and pay rates. Books and records herein required shall be maintained and made available
either at the Project Site, the Convention Center, or at such other location in San Diego County,
California as is reasonably acceptable to Authority. Authority shall have the right with 48 hours’
advanced notice and at reasonable times to examine and audit said books and records without
restriction for the purpose of determining the accuracy thereof, and the accuracy of the aforesaid
statement. In the event Developer does not make available the original books and records at the
Project Site, the Convention Center, or at such other location in San Diego County, California, then
Developer agrees to pay all expenses incurred by the Authority Parties, as applicable, in conducting
an audit at the location where said books and records are maintained. After the seven (7) year period
has expired for any record subject to this Section 4.3, Developer shall deliver the original or an
electronic copy of such record to Authority at the address set forth in Section 26.1 or such other
location designated by Authority in writing, which may include the main offices of the City;
provided, however, that Developer may elect to deliver all of the records subject to this Section 4.3
that expire in a given year at one time, in one delivery, within twelve (12) months after the end of the
applicable year.
ARTICLE V
CONSTRUCTION OF THE PROJECT AND THE REMAINING
PHASE 1A INFRASTRUCTURE IMPROVEMENTS
5.1. Construction of the Project.
5.1.1. Commencement and Completion of the Project.
5.1.1.1. Following the Commencement Date, but not later than the
Outside Construction Commencement Date, Developer shall commence the construction of the
Project. Developer shall be deemed to have commenced the construction of the Project when
Developer delivers a notice to proceed with respect to the construction of the Project to Developer’s
contractor. Thereafter, Developer shall, subject to the terms of Section 5.5, diligently proceed with
the construction of the Project to Completion, and Complete the Project by the Outside Construction
Completion Date. Without limiting the generality of the foregoing, Developer acknowledges and
agrees that the cessation of construction of the Project for more than thirty (30) consecutive days
shall, unless caused by a Force Majeure Event, be deemed a failure by Developer to diligently
proceed with the construction of the Project to Completion and shall constitute an Event of Default
under this Agreement without further notice or cure right by Developer if Developer does not resume
construction of the Project within ten (10) days after Developer receives notice thereof from
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Authority which notice shall include the following language: “FAILURE BY DEVELOPER TO
RESUME CONSTRUCTION OF THE PROJECT (AS SUCH TERM IS DEFINED IN THE
PROJECT IMPLEMENTATION AGREEMENT) WITHIN TEN (10) DAYS AFTER THE
DATE DEVELOPER RECEIVES, OR IS DEEMED TO HAVE RECEIVED, THIS NOTICE
SHALL CONSTITUTE AN EVENT OF DEFAULT UNDER THE PROJECT
IMPLEMENTATION AGREEMENT”.
5.1.1.2. The Convention Center Plans have been previously approved in
writing by Port District, Authority and City. Changes to the Convention Center Plans must be
approved by the Authority in writing, in Authority’s sole and absolute discretion, and, once
approved, shall be considered a part of the “Convention Center Plans”; provided, however,
Authority’s approval of any change in the Convention Center Plans shall not be required if: (a) such
change does not result in a use that is not a Permitted Use, (b) such change does not require
modifications to the Convention Center Plans for the structural portions of the Convention Center,
(c) such change does not change the design principles of the exterior appearance of the Convention
Center (if any), as set forth in the CDP, (d) such change is in compliance with the Chula Vista
Building Code, (e) such change is in compliance with, and does not violate the provisions of, the
PMP, CDP, the EIR, CVBMP Documents and any other Laws, (f) such change does not trigger any
storm water construction BMP permit or permanent structural BMP permit or alterations to existing
permanent structural BMPs, and (g) such change does not pave any area greater than twenty-five (25)
square feet unless Developer has previously secured the approval to perform such work from all
applicable Governmental Authorities, including the Authority. Within thirty (30) days of the
Authority’s notice to Developer, Developer shall provide to Authority a reasonably detailed
explanation of all changes that Developer has made to the Convention Center Plans without the
Authority’s approval pursuant to this Section 5.1.1, including, without limitation, an explanation of
why such change did not require approval from the Authority, and copies of the revised Convention
Center Plans showing the changes, and Authority shall have thirty (30) days from the receipt of such
information to object to the changes to the Convention Center Plans as requiring the Authority’s
approval as provided in this Section 5.1.1.2. The Convention Center Plans are by this reference
made a part hereof. In the event of any inconsistency between the Convention Center Plans and the
terms and conditions of this Agreement, the terms and conditions of this Agreement shall prevail.
5.1.1.3. In constructing the Project, Developer shall comply with all
Construction Requirements set forth in Exhibit E attached hereto and all Laws, including, without
limitation, the PMP requirements, mitigation measures or conditions of approval under the terms of
any of the approvals by any Governmental Authority for the Project, including any CDPs applicable
to the Project Site or the use or development thereof and any conditions of approval or mitigation
measures or Project changes pursuant to any environmental review under CEQA.
5.1.2. Initial Public Financing Payments; Construction Late Charge. Developer
hereby acknowledges that if the Resort Hotel, Parking Improvements, and Convention Center are not
Complete by the Original Outside Construction Completion Date (as extended in accordance
herewith), JEPA Parties, Port District Parties, Financing District Parties, and City Parties will incur
costs not contemplated by this Agreement, the Ground Lease and the Convention Center Leases.
Accordingly, in the event Developer or the Foreclosure Purchaser (if applicable) does not Complete
the Resort Hotel and Convention Center by the Original Outside Construction Completion Date (as
extended in accordance herewith), then, beginning with the first month following the Original
Outside Construction Completion Date, and monthly thereafter until the Resort Hotel, Parking
Improvements, and Convention Center are Complete, the Developer shall, on or before the first day
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of each such month, pay to the Trustee, as assignee of JEPA under the Authority Indenture, the
Developer Public Financing Payment (the “RPFP”) based on the formula set forth below
(collectively, “Construction Late Charges”). The Parties further agree that the Construction Late
Charges apply whether or not Developer receives notice of its failure to Complete the Convention
Center, Resort Hotel, and Parking Improvements, and that said Construction Late Charges are
appropriate to compensate the City, Port District, Financing District, and JEPA, and are the sole
compensation and remedy of the Public Agencies, for the Developer’s failure to construct the Resort
Hotel, Convention Center, Developer’s Phase 1A Infrastructure Improvements, or the Parking
Improvements by the Original Outside Construction Completion Date or if the Foreclosure Purchaser
has assumed the Sublease, Ground Lease, and the Project Implementation Agreement, the
Foreclosure Purchaser’s failure to construct the Resort Hotel, Convention Center, or the Parking
Improvements, by the Outside Construction Completion Date, including any loss resulting from the
loss of revenues that the JEPA Parties, the Port District Parties, the Financing District Parties and the
City Parties would have received if the Resort Hotel, Convention Center, Parking Improvements, and
Developer’s Phase 1A Infrastructure Improvements had been Completed by the Original Outside
Construction Completion Date or the Outside Construction Completion Date (each as extended in
accordance herewith); provided, however, Developer acknowledges and agrees that, as and to the
extent provided in the next sentence, there will be an Event of Default if (a) Developer fails to
Complete the Convention Center by the date that is three hundred sixty-five (365) days after the
Outside Construction Completion Date (the “Extended Construction Period Deadline”) (as
extended as a result of a Force Majeure Event) (“Late Completion”) and (b) either (i) Developer
does not pay the Construction Late Charges until Completion of the Convention Center (a
“Construction Late Charge Failure”) or (ii) if Developer can reasonably Complete the Convention
Center within thirty (30) days of the Extended Construction Period Deadline, Developer does not
Complete the Convention Center within such thirty (30) days, and if the nature of the Completion of
the Convention Center is such that Developer cannot reasonably Complete the Convention Center
within such thirty (30) days, Developer does not diligently commence such cure within such thirty
(30) days or thereafter fails to diligently proceed to rectify and cure such failure (a “Completion
Cure Failure”, and any Completion Cure Failure or any Construction Late Charge Failure, a “Post-
Late Completion Failure”). Developer acknowledges and agrees that if Late Completion Occurs
and any Post-Late Completion Failure occurs, then the Public Agencies may declare an Event of
Default, and such Event of Default shall constitute a cross-default under the Ground Lease and the
Sublease, if Developer does not cure its Post-Late Completion Failure within thirty (30) days of
receipt of notice from the Authority, and Developer shall not be entitled to any additional cure
periods under Article XXI herein. Developer acknowledges and agrees that the payment of
Construction Late Charges does not constitute a remedy for any Event of Default under this
Agreement, Event of Default under the Sublease for failure to Complete the Convention Center, or
Event of Default under the Ground Lease for failure to Complete the Resort Hotel and Parking
Improvements. Without limiting the generality of the foregoing, Developer acknowledges and
agrees that the cessation of construction of the Convention Center for more than thirty (30)
consecutive days shall, unless caused by a Force Majeure Event, be deemed a failure by Developer to
diligently proceed with the construction of the Convention Center to Completion and shall constitute
an Event of Default under this Agreement without further notice or cure right by Developer if
Developer does not resume construction of the Convention Center within ten (10) days after
Developer receives notice thereof from the Public Agencies which notice shall include the following
language: “FAILURE BY DEVELOPER TO RESUME CONSTRUCTION OF THE
CONVENTION CENTER (AS SUCH TERM IS DEFINED IN THE PROJECT
IMPLEMENTATION AGREEMENT) WITHIN TEN (10) DAYS AFTER THE DATE
DEVELOPER RECEIVES, OR IS DEEMED TO HAVE RECEIVED, THIS NOTICE SHALL
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CONSTITUTE AN EVENT OF DEFAULT UNDER THE PROJECT IMPLEMENTATION
AGREEMENT”.
Calculation of RPFP Formula:
RPFP = PDSO – (EF + DSP)
12
Example of Calculation of RPFP:
Assuming the following annual amounts:
• Annual PDSO: $18,000,000
• Annual EF: $4,000,000
• Annual DSP: $4,000,000
RPFP = $18,000,000 – ($4,000,000+ $4,000,000)
12
RPFP = $10,000,000
12
RPFP = $833,333.33
For purposes of this Section 5.1.2:
“District Support Payment” or “DSP” means, with respect to any Fiscal Year, the Annual
Support Payments under and as defined in the Port Support Agreement as of the Effective Date that
are due and payable during such Fiscal Year.
“Existing Funds” or “EF” means, collectively, with respect to any Fiscal Year, moneys in an
amount equivalent to each of the following sources of funds described in (i), (ii), and (iii), actually
received by the Port District or the City, during such Fiscal Year:
(i) the Ground Lease Revenues (defined below) received by the Port District during the
preceding Fiscal Year, which Ground Lease Revenues shall be subject to adjustment pursuant to
Section 5.1.3 below;
(ii) the TOT attributable to the RV Park Lease; and
(iii) an amount equal to $986,625.00, increasing 3% on July 1 of each year, commencing
July 1, 2017, which amount is based on the payment made by the Port District to the City in Fiscal
Year 2016 pursuant to that certain Municipal Services Agreement No. 88-2012 between the Port
District and the City for the provision of Police, Fire and Emergency Medical Services.
“Ground Lease Revenues” means all funds derived from the following clause (a) less the
amounts listed in the following clause (b):
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(a) those real estate agreements set forth in Exhibit I (collectively, the “Other Ground
Leases”); provided, however, if one or more of the Other Ground Leases are renewed, replaced, or
amended in such a way as to change the size or configuration of the original premises to include
premises outside of the original premises boundaries of all the Other Ground Leases (each a
“Modified Boundary Lease”), then, for purposes of this Section, the Ground Lease Revenues
derived from each Modified Boundary Lease shall be calculated by multiplying the total amount of
Ground Lease Revenues generated by such Modified Boundary Lease by a fraction, the numerator of
which shall be an amount equal to the Modified Boundary Lease premises still within the original
premises boundary, and the denominator of which shall be the total premises area of the Modified
Boundary Lease as modified. The City and the Port District acknowledge and agree that a Modified
Boundary Lease shall not include the modification of the RV Park Lease to include some or all of
parcel S-3. For example, if the original premises of an Other Ground Lease encompasses 5.0 acres,
and the Modified Boundary Lease includes 4.0 acres of the original premises, and adds 6.0 acres of
premises outside the original premises, then forty percent (40%) of the lease payments paid to the
District under the Modified Boundary Lease shall be included as Other Ground Leases lease
payments under this Section (collectively, the “Other Ground Leases Revenues”); to the extent
Port District enters into any revenue generating agreement other than a Ground Lease with respect to
operations on all or any portion of the Other Ground Leases premises, such revenue, net any related
out-of-pocket operating costs paid by Port District to third parties, shall also be included as Other
Ground Leases Revenues under this Section;
(b) less $3,283,970, which is the actual amount of the buyout payment paid solely by the
Port District to Chula Vista Marina, LP, dba Chula Vista Marina (“RV Park Lessee”) to terminate
the lease between the RV Park Lessee and the Port District (“Net RV Park Buyout Credit”), such
amount to be amortized over a period of eight years commencing on July 1, 2018 pursuant to the Net
RV Park Buyout Credit Schedule (defined below), as such Net RV Park Buyout Credit Schedule and
its contents may be administratively modified from time to time with the mutual consent of the City
Manager and the Executive Director, without further approval of the BPC or City Council.
“Net RV Park Buyout Credit Schedule” means the following schedule:
Fiscal Year (FY) RV Park Buyout Credit Cumulative Credit
FY 19 $410,500 $410,500
FY 20 $410,500 $821,000
FY 21 $410,500 $1,231,500
FY 22 $410,500 $1,642,000
FY 23 $410,500 $2,052,500
FY 24 $410,500 $2,463,000
FY 25 $410,500 $2,873,500
FY 26 $410,470 $3,283,970
“Public Debt Service Obligation” or “PDSO” means, for any year, the amount of debt
service set forth on Exhibit J attached hereto and incorporated herein by reference.
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“RV Park Lease” means that certain lease described in Exhibit I between the Port District
and Sun Chula Vista Bayfront RV LLC for property located at 825 E Street in Chula Vista which
lease is on file in the Office of the Port District Clerk as Document No. 70407, as amended and may
be amended from time to time.
“TOT” means the transient occupancy taxes levied pursuant to Chula Vista Municipal Code
Chapter 3.40, attributable to the RV Park Lease.
The amount of the RPFP will be reduced to the extent the RPFP would otherwise be
increased solely because Port District or the City fails to use commercially reasonable efforts to
ensure the receipt of amounts that, if received by the City or the Port District, would be Existing
Revenues and are due and payable to the City or the Port District.
5.1.3. True-Up Payments. Because the actual amounts of the RPFP may not be
known when Developer is required to pay Construction Late Charges (since some of the amounts
used in the calculation of RPFP will not be known), the Authority shall promptly, after any request
by Developer, notify Developer of the reasonably expected amount of the applicable RPFP and
Developer shall initially pay Construction Late Charges based on such estimated amounts. Within
sixty (60) days after the end of each Fiscal Year with respect to which Developer was required to pay
Construction Late Charges pursuant to this Section 5.1, the Port District shall reasonably determine
the actual Ground Lease Revenues it received during such Fiscal Year and present such amount,
together with reasonable supporting documentation, to Developer for Developer’s review and
approval. If the amount of such actual Ground Lease Revenues received by the Port District exceeds
the Ground Lease Revenues as calculated based on the preceding Fiscal Year, then the Authority
shall make a true-up payment to Developer for the difference within twenty (20) Business Days from
the Revenue Fund maintained under the Authority Indenture. If the amount of such Ground Lease
Revenues calculated by the Port District based on the preceding Fiscal Year exceeds the amount of
such actual Ground Lease Revenues received by the Port District, then Developer shall make a true-
up payment to the Authority for the difference within twenty (20) Business Days of a notice of
deficiency and upon receipt of such amount from Developer, the Authority shall deposit it into the
Revenue Fund maintained under the Authority Indenture.
5.2. Reserved.
5.3. Reserved.
5.4. Project Schedule and Schedule Updates.
5.4.1. Planned Completion Date. For the Developer’s Phase 1A Infrastructure
Improvements, the Project schedule shall indicate a planned completion date following the
Commencement Date that is not later than the Outside Construction Completion Date (the “Planned
Completion Date”). The Planned Completion Date may be extended in the event of a delay,
provided that Developer duly requests a time extension in accordance with this Section 5.4 and such
extension is authorized under this Article V. Any such schedule is for information purposes only.
5.4.2. Critical Path Method Schedules. Developer shall require that MMJV
maintain a detailed, computer-generated, logic-driven, precedence style critical path method
(“CPM”) schedule that is prepared with Primavera or other software used by MMJV and that
includes all of MMJV’s work related to the Project. Developer shall submit to the Authority a
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courtesy copy of all schedules and schedule updates that Developer receives from MMJV. If
requested by the Authority, Developer shall deliver digital copies of any schedules in native
computer file format.
5.4.3. Schedule Updates. Developer shall provide to Authority regular schedule
updates not less than monthly, which shall include: actual start dates; actual completion dates; and
remaining duration of activities in progress. Developer shall promptly notify the Authority of any
changes to the schedule.
5.4.4. Schedule for Commencement and Completion of Harbor Park.
Notwithstanding any provision of this Agreement to the contrary, Harbor Park shall be deemed to be
excluded from Developer’s Phase 1A Infrastructure Improvements and not part of the Developer’s
Phase 1A Infrastructure Improvements Site unless and until Harbor Park is included in the
Developer’s Phase 1A Infrastructure Improvements in accordance with this Section 5.4.4. Developer
shall provide notice to the Public Agencies promptly after Developer determines that 75%
Completion has occurred. Developer and the Public Agencies shall meet and confer in good faith
within ten (10) Business Days after Developer provides such notice in order to (i) establish the plans
and specifications for Harbor Park (the “Harbor Park Plans”) and budget for Harbor Park (the
“Harbor Park Budget”), (ii) discuss whether the Port District or Developer will construct Harbor
Park, (iii) discuss the status of the development of Sweetwater Park, and (iv) discuss the use of
moneys in the County Funded Bayfront Improvements Subaccount. Within sixty (60) days following
such meet and confer, Port District will notify Developer in writing as to whether the Port District
will construct Harbor Park (which decision will be made by the Port District in its sole and absolute
discretion). If Port District elects to develop Harbor Park, then Port District shall not commence
development, and shall not commence construction, of Harbor Park unless and until the Developer
and the Public Agencies agree in writing that the proceeds available in the County Funded
Developer’s Phase 1A Subaccount, the 2021B Bond Proceeds Subaccount; and the County Funded
Bayfront Improvements Subaccount of the 2021B Construction Account (including any amounts
deposited by the Public Agencies in such account after the Effective Date), are sufficient (with a
contingency that is acceptable to the Authority and Developer) to pay all Developer’s Phase 1A
Infrastructure Improvements Costs and that the remaining County Sweetwater Park Funds held by
the Port District and the amounts on deposit in the Sweetwater Park Subaccount, if needed, are
sufficient (with a contingency that is acceptable to the Authority and Developer) to pay all
Remaining Phase 1A Infrastructure Improvements Costs that may be incurred to Sufficiently
Complete the Remaining Phase 1A Infrastructure Improvements. If the Port District does not elect to
construct Harbor Park within such ten (10) Business Day period and the Developer and the Public
Agencies agree in writing upon the Harbor Park Plans and the Harbor Park Budget and that the
proceeds available in the County Funded Developer’s Phase 1A Subaccount, the 2021B Bond
Proceeds Subaccount; and the County Funded Bayfront Improvements Subaccount of the 2021B
Construction Account (including any amounts deposited by the Public Agencies in such account after
the Effective Date), are sufficient (with a contingency that is acceptable to the Authority and
Developer) to pay all Developer’s Phase 1A Infrastructure Improvements Costs (assuming for this
purpose only that Harbor Park is included in Developer’s Phase 1A Infrastructure Improvements) and
that the remaining County Sweetwater Park Funds held by the Port and the amounts on deposit in the
Sweetwater Park Subaccount, if needed, are sufficient (with a contingency that is acceptable to the
Authority and Developer) to pay all Remaining Phase 1A Infrastructure Improvements Costs that
may be incurred to Sufficiently Complete the Remaining Phase 1A Infrastructure Improvements,
then Developer’s Phase 1A Infrastructure Improvements shall be deemed to include Harbor Park,
Developer’s Phase 1A Infrastructure Improvements Costs shall be modified accordingly and
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Developer shall commence development and construction of Harbor Park. Developer shall not
commence development or construction of Harbor Park prior to such time. Notwithstanding
anything in this Agreement to the contrary, Harbor Park will in no event be included in Developer’s
Phase 1A Infrastructure Improvements for the purpose of determining whether Developer’s Phase 1A
Infrastructure Improvements are Complete, Harbor Park will be Accepted separately from the
remainder of Developer’s Phase 1A Infrastructure Improvements and any warranty period will be
calculated separately for Harbor Park, on the one hand, and the remainder of Developer’s Phase 1A
Infrastructure Improvements, on the other hand. Developer’s Phase 1A Infrastructure Improvements
shall be deemed not to include Harbor Park, and Developer shall have no obligation to develop nor
construct Harbor Park, unless (a) Developer and the Public Agencies agree (i) upon the Harbor Park
Plans and the Harbor Park Budget, (ii) that the proceeds available in the County Funded Developer’s
Phase 1A Subaccount, the 2021B Bond Proceeds Subaccount; and the County Funded Bayfront
Improvements Subaccount of the 2021B Construction Account (including any amounts deposited by
the Public Agencies in such account after the Effective Date), are sufficient (with a contingency that
is acceptable to the Authority and Developer) to pay all Developer’s Phase 1A Infrastructure
Improvements Costs (assuming for this purpose only that Harbor Park is included in Developer’s
Phase 1A Infrastructure Improvements) and (iii) that the remaining County Sweetwater Park Funds
held by the Port and the amounts on deposit in the Sweetwater Park Subaccount, if needed, are
sufficient (with a contingency that is acceptable to the Authority and Developer) to pay all
Remaining Phase 1A Infrastructure Improvements Costs that may be incurred to Sufficiently
Complete the Remaining Phase 1A Infrastructure Improvements, and (b) the Port District does not
elect to construct Harbor Park as provided above. If the Port District elects to develop Harbor Park,
the Port District, on the one hand, and the City and Authority, on the other hand, shall enter into a
separate agreement regarding the development of Harbor Park. Notwithstanding anything herein to
the contrary, the Parties shall determine appropriate insurance requirements at the time the Harbor
Park Plans and Harbor Park Budget are prepared.
5.5. Unavoidable Delay. Each of the Developer and the Port District shall be entitled to
an extension of the date of the performance of any obligation required of such Party under this
Agreement upon the occurrence of a Force Majeure Event as and to the extent set forth in this
Section 5.5.
(a) Definition. The term “Force Majeure Event” means the occurrence of any
of the following events (and the actual collateral effects of such event), individually or in any
combination, to the extent that (x) such event is beyond the reasonable control of the Developer or
the Port District, as applicable, that is asserting that a Force Majeure Event has occurred (the “Force
Majeure Party”) and (y) such event and/or such actual collateral effect prevents such Force Majeure
Party from the performance of its obligations under this Agreement and is approved by the Authority
pursuant to Section 5.5(e) below:
(i) A strike, or similar labor disturbances causing a work stoppage,
excluding any such strike or work stoppage that could have been avoided had the Force Majeure
Party (or Hotel Operator or a Developer Party, in the case of the Project), complied with Laws or
labor agreements with respect to the Project, if any.
(ii) Hurricanes, typhoons, tornadoes, cyclones, other severe storms,
lightning or floods.
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(iii) Days of precipitation or high winds in any month in excess of ten (10)
year average for the area within City’s jurisdiction.
(iv) An earthquake, volcanic eruptions, explosions, disease, epidemics or
other natural disaster.
(v) Fires (including wildfires).
(vi) Inability to procure labor, utilities, equipment, materials, or supplies
in the open market due to lack of availability (but, in each case, not attributable to a mere increase in
price or the Force Majeure Party’s (or Hotel Operator or a Developer Party, in the case of the Project)
acts or failure to act).
(vii) Acts of war or armed conflict, insurrections, riots, and acts of
terrorism (including hijacking, chemical or biological events, nuclear events, disease related events,
arson or bombing) or, with respect to any of the foregoing, any threat thereof.
(viii) Extraordinary delays in the issuance of any approvals or
authorizations from any Governmental Authority (excluding any non-regulatory approvals provided
under the terms of this Agreement by the Port District, the JEPA or the City) that is necessary to
proceed with development or operation of the Convention Center, Developer’s Phase 1A
Infrastructure Improvements or the Remaining Phase 1A Infrastructure Improvements, as applicable
(provided that Developer has timely and properly filed all applications, submitted all required
documents and fees and taken all other reasonable actions that are necessary to obtain such approvals
or authorizations and that the Force Majeure Party (or Hotel Operator or a Developer Party) is not
responsible for the delay in the issuance of such approvals or authorizations by such party’s own
actions or inactions). For purposes of this paragraph, (A) “extraordinary delays” with respect to City
regulatory approvals or authorizations that are subject to the Staffing and Processing Agreement shall
mean delays in City processing actions or approvals that exceed 150% of the time periods for City
actions under the terms of the Staffing and Processing Agreement, excluding any such delays caused
by RIDA’s own actions or inactions thereunder, and (B) “extraordinary delays” with respect to any
other approval or authorization from any Governmental Authority shall mean delays beyond the
reasonably expected time period for such approval or authorization which reasonably expected time
period shall include customary or reasonably foreseeable delays in obtaining such approvals.
(ix) An act of God.
(x) Embargoes or blockades.
(xi) Pre-Existing Hazardous Material (that is not the result of Material
Exacerbation).
(xii) Closures or work stoppages ordered by any Governmental Authority
that do not arise from a breach of this Agreement or the Sublease or misconduct by Force Majeure
Party (or Hotel Operator or a Developer Party, in the case of the Project).
(b) Calculation of Delay. Actual delays resulting from the occurrence of one or
more Force Majeure Events occurring concurrently shall be calculated concurrently and not
consecutively.
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(c) Exclusions. For purposes of this Section 5.5, a Force Majeure Event shall not
include adverse general economic or market conditions not caused by any of the events described in
5.5(a)(i) through (xii) above.
(d) Payment Obligations. In no event will a Force Majeure Event excuse the
payment of Project Costs due under this Agreement.
(e) Notice and Acceptance Requirement. After the Force Majeure Party learns of
any Force Majeure Event, such Force Majeure Party shall endeavor to provide prompt (under the
circumstances) informal written notice to the Executive Director and Authority staff working in the
field that a Force Majeure Event has commenced, with a formal written notice to follow as described
below. The Force Majeure Party shall notify the Authority and the other Parties in writing within ten
(10) Business Days after the Force Majeure Party learns of, and in no event later than thirty (30) days
after commencement of a Force Majeure Event. Such notice (the “Initial Force Majeure Notice”)
must be made in good faith and describe the Force Majeure Event creating delay, why such delay is
occurring, the estimated expected duration of such delay, and the commercially reasonable efforts
that the Force Majeure Party is taking to minimize the period of delay. Commencing on the date that
is thirty (30) days after the date of the Initial Force Majeure Notice and for so long as the Force
Majeure Event or the actual collateral effects of such Force Majeure Event exist (whichever is later),
the Force Majeure Party shall provide to the Authority and the other Parties monthly written updates
on the estimated expected duration of such delay and the commercially reasonable efforts that the
Force Majeure Party is taking to minimize the period of delay. Within thirty (30) days after the
Force Majeure Event or the actual collateral effects of such Force Majeure Event cease to exist
(whichever is later), the Force Majeure Party shall notify the Authority and the other Parties in
writing that the Force Majeure Event and the actual collateral effects of such Force Majeure Event, as
applicable, have ceased to exist and of the number of days by which Force Majeure Event (including
the actual collateral effects of such Force Majeure Event) has delayed the Force Majeure Party’s
construction of the Project (or, with respect to the Port District, the Remaining Phase 1A
Infrastructure Improvements) or Completion (the “Force Majeure Notice”). Within thirty (30) days
after Authority’s receipt of the Force Majeure Notice, the Authority shall provide notice to the Force
Majeure Party and the other Parties (“Force Majeure Response”) that either the Authority
(a) requires additional information to make a determination regarding the Force Majeure Party’s
assertion of the existence of a Force Majeure Event or the duration of the delay caused by the Force
Majeure Event or the actual collateral effects of such Force Majeure Event, (b) approves the Force
Majeure Notice, or (c) denies some or all of the Force Majeure Notice. The Authority’s approval or
denial of the Force Majeure Notice shall be in the Authority’s reasonable discretion. If the Authority
denies some or all of the Force Majeure Notice, the Authority and the Force Majeure Party will meet
and confer in good faith within ten (10) days after the Authority’s delivery of the Force Majeure
Response to attempt to reach a mutually acceptable modification to the Force Majeure Notice that
will result in the Authority approving the Force Majeure Notice as modified (“Meet & Confer
Period”). If the Authority and the Force Majeure Party do not agree on a modification to the Force
Majeure Notice during the Meet & Confer Period, the Force Majeure Party may elect to withdraw the
Force Majeure Notice and if the Force Majeure Party does not withdraw the Force Majeure Notice,
the Authority shall present the Force Majeure Notice to the Authority Board for its consideration to
either approve or deny the Force Majeure Notice at a regularly scheduled meeting that shall take
place within sixty (60) days after the expiration of the Meet & Confer Period. If the Authority Board
denies the Force Majeure Notice, then the dispute shall be resolved by a court of competent
jurisdiction. If a court of competent jurisdiction determines in a final and non-appealable decision
that the putative Force Majeure Event that was described in such Force Majeure Notice did not
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constitute a Force Majeure Event, the duration of such delay in the construction of the Project (or,
with respect to the Port District, the Remaining Phase 1A Infrastructure Improvements) or
Completion specified therein was not reasonable, or the efforts that the Force Majeure Party took to
minimize the period of delay were not commercially reasonable, then, at the Authority’s sole and
exclusive remedy for the Force Majeure Party’s failure to perform any obligation under this
Agreement from which the Force Majeure Party claimed to be excused as a result of such Force
Majeure Event, but was not excused, the Force Majeure Party shall make the Authority whole for any
loss that the Authority suffered as a result of such failure.
5.6. Completion Guaranty. On or before the Effective Date, Developer shall cause each
Completion Guarantor (as defined in each Completion Guaranty) to execute and deliver to Authority,
and maintain in effect in accordance with its terms, a Completion Guaranty substantially in the form
attached hereto as Exhibit H and incorporated herein by reference (“Completion Guaranty”), with
any deviations from such form being reasonably acceptable to Authority, City, Port District, and
Developer.
5.7. Entitlements.
5.7.1. Entitlement Costs. If any discretionary approval, permit or entitlement,
including, without limitation, environmental analysis under CEQA or the National Environmental
Policy Act, the PMP, a Port Master Plan Amendment (“PMPA”), stormwater permits, a CDP and/or
a Coastal Act exclusion (collectively, “Discretionary Entitlement”), are necessary, in Port District’s
sole and absolute determination, in connection with any Improvements or Alterations, demolition
work, remediation work or other projects undertaken by Developer on or at the Project Site or the
Improvements (each of the foregoing for which a Discretionary Entitlement is required, the
“Discretionary Project”), then Developer shall enter into agreements, consistent with the Port
District’s applicable standard practices at that time (if any), with third-party experts, professionals
and consultants to prepare reports and other materials (“Consultant Services”) that are required to
process the Discretionary Project and for the Port District or any other relevant Governmental
Authority to consider the Discretionary Entitlement or Discretionary Project. Developer shall be
directly responsible for the costs of the Consultant Services. Developer shall reimburse Port District
pursuant to the Reimbursement Procedure for all reasonable costs and expenses incurred by Port
District in connection with preparing, processing, considering and approving any Discretionary
Project, any Discretionary Entitlement or any appeal of any CDP or Coastal Act exclusion to the
CCC. If Developer fails to reimburse Port District for such costs or expenses pursuant to the
Reimbursement Procedure, then, in addition to any other remedies that Port District may have,
following three (3) Business Days’ prior written notice to Developer, Port District may, at its
reasonable discretion, discontinue the preparing, processing, considering or approving of such
Discretionary Project, Discretionary Entitlement or such appeal of a CDP or Coastal Act exclusion to
the CCC, as applicable, until Developer reimburses Port District, and Developer shall be responsible
for any costs and expenses incurred by Port District related to such discontinuance and if such failure
continues for seven (7) additional Business Days after written notice from Port District to Developer,
then such failure shall be an Event of Default. Nothing herein shall obligate Port District to seek,
process or obtain any Discretionary Entitlement or any other third-party Governmental Authority
approval for a Discretionary Project for the benefit of Developer, and Port District makes no
warranty or representation to Developer that Developer will obtain any Discretionary Entitlement or
ministerial approval. Port District shall not be required to pay any Governmental Authority fees or
costs and expenses for any Consultant Services associated with any Discretionary Entitlement or any
other third-party Governmental Authority approval for a Discretionary Project. If Developer requests
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Port District’s assistance in obtaining from any third-party Governmental Authority any licenses,
approvals, notifications, registrations or permits in connection with development, use and operation
of the Project Site and the Improvements, including the construction of the Initial Project
Improvements, Port District will consider Developer’s request and inform Developer within thirty
(30) days whether it will agree to reasonably assist Developer.
5.7.2. Entitlements Indemnity. Without limitation of Developer’s other
obligations under this Agreement, Developer agrees, at its sole cost and expense, and with counsel
selected by the Public Agencies and reasonably acceptable to Developer, to indemnify, defend and
hold harmless the Port District Parties, Authority Parties, Financing District Parties, and the City
Parties from any third-party claims, demands, actions, causes of action, suits and Related Costs,
arising out of Port District’s approval of any Discretionary Project, Discretionary Entitlement or
appeal of a CDP or Coastal Act exclusion to the CCC. Port District may, in its sole and absolute
discretion, participate in the defense of any claims, demands, actions and causes of action and suits,
and Developer shall reimburse Port District for all reasonable costs that are incurred by Port District
in connection therewith, including, without limitation, reimbursement for attorneys’ fees, experts’
fees and other costs. Port District’s participation in such defense shall not relieve Developer of any of
its obligations under this Section 5.7.2. The foregoing indemnity obligations of Developer are in
addition to, and not in limitation of, any other indemnity obligations of Developer contained in this
Agreement, the Ground Lease, and the Sublease, and this Section 5.7.2 shall survive the expiration or
earlier termination of this Agreement and the Sublease.
5.7.3. Reservation of Discretion. Developer acknowledges and agrees that,
notwithstanding the terms and conditions of this Agreement, and the Sublease, Port District reserves
its discretion to condition, approve or disapprove any Discretionary Entitlements or Discretionary
Project, including, without limitation, adoption of any and all feasible mitigation measures,
alternatives to a Discretionary Project, including a no project alternative, and a statement of
overriding consideration, if applicable, and that nothing in this Agreement or the Sublease will be
construed as circumventing or limiting Port District’s discretion with respect to any Discretionary
Entitlement, or any Discretionary Project, including, without limitation, the exercise of eminent
domain, code enforcement and the making of findings and determinations required by Laws.
Developer acknowledges and agrees that any and all Discretionary Entitlements may be conditioned,
approved or denied by Port District, in its sole and absolute determination, and Developer accepts the
risk that Port District may deny any and all Discretionary Entitlements, and hereby waives any
claims, demands, actions, causes of action, suits against Port District for such conditions or denial.
5.7.4. Ministerial Action by Authority. At Developer’s request, the Authority will
take any reasonable and lawful ministerial action that is reasonably necessary in connection with
Discretionary Entitlement or any other third-party Governmental Authority approval for a
Discretionary Project (including, without limitation, signing any application for a Discretionary
Entitlement in its capacity as the owner of the Convention Center, tenant under the Site Lease or
sublandlord under the Facility Lease).
5.8. Energy Requirements. Notwithstanding any other provision of this Agreement to the
contrary, the only obligations of Developer with respect to Section 15 and Exhibit 3 of the Settlement
Agreement and any indemnification obligations with respect thereto are set forth in Exhibit O
attached hereto and incorporated herein by reference and in the Ground Lease.
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ARTICLE VI
PROCUREMENT REQUIREMENTS AND EQUAL OPPORTUNITY
6.1. Award of Sole-Sole Source Prime Contract. Pursuant to the findings of the Authority
Board found in Authority Resolution 2020-002, the Developer may award one or more single sole
source prime contracts to MMJV for the partial design and construction of the Project subject to the
terms and conditions of Authority Resolution 2020-002 and this Article VI of this Agreement. The
Authority has approved the final, executable construction contracts for the Convention Center and
the Developer’s Phase 1A Infrastructure Improvements listed on Exhibit G-3.1
6.2. Subcontractor Bid and Award Process for the Developer’s Phase 1A Infrastructure
Improvements. The provisions of this Section 6.2 shall apply only to the Phase 1A Infrastructure
Improvements that Developer performs. Developer shall award subcontracts in compliance with the
Authority Procurement Policy and Authority Resolution 2020-002 and as implemented (with
modifications) and further delineated in the bid and award process that is attached as Exhibit G-1
hereto and as further set out in this Section 6.2. Developer represents and warrants that the
subcontracts listed in Exhibit G-2 hereto were awarded in accordance with the bid and award process
set forth in Exhibit G-1 hereto, subject to such waivers as have been approved by the Authority under
the Authority Procurement Policy and Authority Resolution 2020-002. Developer may utilize
subcontracts awarded prior to the Effective Date of this Agreement, provided such subcontracts were
procured in accordance with this Section 6.2. Nothing herein is intended to limit the Executive
Director’s authority to implement the Authority Procurement Policy and Authority Resolution 2020-
002 and approve waivers as set forth therein.
6.2.1. Sole Source Subcontract Award. If so intended by Developer, Developer
shall provide notice of its intention to award a sole-source contract to Authority and Authority shall
evidence its approval of the Developer’s proposed sole source subcontract award (which approval
shall not be unreasonably withheld) by delivering a signed Sole Source Subcontract Award Approval
in the form set forth in Exhibit L (with respect to Developer’s Phase 1A Infrastructure
Improvements) and Authority shall evidence its approval of such sole source subcontract award by
counter-signing such Sole Source Subcontract Award Approval. Authority shall counter-sign a Sole
Source Subcontract Award Approval or provide written notice of Authority’s reasons for withholding
approval within five (5) Business Days after receiving written notice from the Developer. If
Authority fails to respond to a written request for Sole Source Subcontract Award Approval within
five (5) Business Days, Developer shall notify Authority that such deadline has passed and Authority
shall respond in writing within two (2) Business Days after receiving written notice from the
Developer. If Authority fails to respond within such additional two (2) Business Day period, then
Authority shall be deemed to have approved such Sole Source Subcontract Award Approval.
6.2.2. Best Qualified Contractor Subcontract Award. If so intended by Developer,
Developer shall provide notice of its intention to award a subcontract on the best qualified contractor
(who is not the lowest bidder) to Authority and Authority shall evidence its approval of the
Developer’s proposed best qualified subcontract award (which approval shall not be unreasonably
withheld) by delivering a signed Best Qualified Contractor Subcontract Award Approval in the form
set forth in Exhibit M (with respect to Developer’s Phase 1A Infrastructure Improvements) and
Authority shall evidence its approval of such best qualified contractor award by counter-signing such
Best Qualified Contractor Subcontract Award Approval. Authority shall counter-sign a Best
1 NTD: Such approval to occur before Closing.
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Qualified Contractor Subcontract Award Approval or provide written notice of Authority’s reasons
for withholding approval within five (5) Business Days after receiving written notice from the
Developer. If Authority fails to respond to a written request for Best Qualified Contractor
Subcontract Award Approval within five (5) Business Days, Developer shall notify Authority that
such deadline has passed and Authority shall respond in writing within two (2) Business Days after
receiving written notice from the Developer. If Authority fails to respond within such additional two
(2) Business Day period, then Authority shall be deemed to have approved such Best Qualified
Contractor Subcontract Award Approval.
6.2.3. Applicability of Authority Procurement Policy. Notwithstanding anything
to the contrary set forth in the Authority Procurement Policy or Authority Resolution 2020-002, to
the extent that Developer procures work to construct all or a portion of the Remaining Phase 1A
Infrastructure Improvements pursuant to Section 2.3 and to the extent Developer procures work with
respect to Remaining Phase 1A Infrastructure Improvements (or, with the reasonable approval of the
Executive Director, Developer’s Phase 1A Infrastructure Improvements) as a result of a casualty or
condemnation event, Developer may procure such work without regard to the bidding requirements
set forth in Sections 1 and 2 of the Authority Procurement Policy. Except with respect to Sections 1
and 2 of the Authority Procurement Policy, the requirements of the Authority Procurement Policy
and Authority Resolution 2020-002, as modified by this Agreement, shall remain in effect and apply
to the Remaining Phase 1A Infrastructure Improvements constructed by Developer and any work
with respect to Remaining Phase 1A Infrastructure Improvements (or, with the reasonable approval
of the Executive Director, Developer’s Phase 1A Infrastructure Improvements) procured by
Developer as a result of a casualty or condemnation event. The modifications described above are
intended to be modifications by agreement approved by the Authority Board, as expressly authorized
in the Authority Procurement Policy.
6.3. Bid and Award Process for the Remaining Phase 1A Infrastructure Improvements. If
the Port District constructs or causes the construction of the Remaining Phase 1A Infrastructure
Improvements or Harbor Park, the Port District shall use its procurement policies, then in effect.
6.4. The Convention Center as a Special Purpose Project. Pursuant to Authority
Resolution 2020-002, the Convention Center constitutes a “special purpose project” as defined in
Section 6 of the Authority Procurement Policy, and the requirements of Sections 1.b.ii, 1.b.iii, 2 and
3(b) of the Authority Procurement Policy shall not apply to the provisions of this Agreement
pertaining to development and construction of the Convention Center or work for the Convention
Center procured by Developer as a result of a casualty or condemnation event pursuant to Article V
of the Sublease.
6.5. Procurement of Alterations. Procurement of work for Alterations is governed by the
Sublease and not this Agreement, and the requirements of the Authority Procurement Policy shall not
apply to Alterations. The modifications described above are intended to be modifications by
agreement approved by the Authority Board, as expressly authorized in the Authority Procurement
Policy.
6.6. Bid Opening and Award. In the case of any Competitive Bid or Solicitation Process
for the Developer’s Phase 1A Infrastructure Improvements, Developer shall provide the Authority
with a copy of the tabulation of competitive bid results with respect to each contract and subcontract,
as applicable. Developer shall provide the Authority with copies of all executed contracts awarded in
accordance with this Section 6.6 and Developer shall certify in writing to the Authority that such
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contracts were awarded in accordance with the process described in Exhibit G-1 hereto, subject to
such waivers as have been approved by the Authority in accordance with the Authority Procurement
Policy and Authority Resolution 2020-002. A list of the subcontracts awarded for the Developer’s
Phase 1A Infrastructure Improvements prior to the Effective Date is set forth in Exhibit G-2.
Developer hereby certifies to the Public Agencies that the subcontracts listed in Exhibit G-2 were bid
and awarded in accordance with the process described in Exhibit G-1 hereto, subject to such waivers
as have been approved by the Authority under the Authority Procurement Policy and Authority
Resolution 2020-002.
6.7. Authority Procurement Policy Acknowledgement. In the event Developer exercises
the Second Sweetwater Park Option and only for purposes of Developer’s procurement of General
Contracts for Sweetwater Park, Authority waives the bidding requirement of the Authority
Procurement Policy (including, without limitation, set forth in Sections 1 and 2 of the Authority
Procurement Policy). All other requirements of the Authority Procurement Policy and Authority
Resolution 2020-002, as modified by this Agreement, shall apply to Developer’s procurement of
contracts for Sweetwater Park. Authority acknowledges that in compliance with the applicable
provisions of the Authority Procurement Policy and Authority Resolution 2020-002, Authority has
required Developer to enter into this Agreement to establish the terms and conditions pursuant to
which the Developer may develop and construct the Project and obtain payment for a portion of the
eligible costs of developing and constructing the Developer’s Phase 1A Infrastructure Improvements
and the Convention Center from the proceeds of the Authority Bonds and the County Funds, and that
to the extent requirements set forth in this Agreement differ from the requirements set forth in
Authority Procurement Policy and Authority Resolution 2020-002, the requirements set forth in this
Agreement will govern the procurement, development and funding of the Project, including the
Remaining Phase 1A Infrastructure Improvements if Developer has exercised the Second Sweetwater
Park Option (to the extent permitted by Authority Procurement Policy and Authority Resolution
2020-002). Notwithstanding anything to the contrary in this Agreement, Sections 6.2 through 6.2.2
shall not apply to the Remaining Phase 1A Infrastructure Improvements.
ARTICLE VII
DESIGN AND CONSTRUCTION STANDARDS
7.1. Standard of Care. Developer will use commercially reasonable efforts to furnish
efficient business administration and supervision and manage the performance of the work with
respect to the Project in an expeditious and economical manner consistent with Authority’s interests.
Developer shall endeavor to cause the General Contractor and all Subcontractors to construct the
Project in a workmanlike manner. Developer’s professional consultants shall be skilled in the
profession necessary to perform their respective services and Developer shall cause them to perform
their services related to the Project in a skillful and competent manner, consistent with the standards
generally recognized as being employed by professionals qualified to perform the services in the
same discipline in the State of California.
7.2. Compliance with Laws.
7.2.1. Port District Compliance with Laws. Port District shall in its construction
of the Remaining Phase 1A Infrastructure Improvements abide by and comply with, and cause any of
its General Contractor, Subcontractors, employees, and agents, to abide by and comply with all
Laws.
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7.2.2. Developer’s Compliance with Laws. Developer shall in all activities on or
in connection with the Project Site and the Project, and in all uses thereof, including without
limitation the Permitted Use and any construction of the Project, abide by and comply with, and
cause the Developer Parties (other than Developer) and Hotel Operator to abide by and comply with,
all Laws at Developer’s sole cost and expense, and Authority shall not have any obligations or
responsibilities to comply with any Laws as to the Project Site and the Improvements or any use
thereby by Developer Parties or Hotel Operator. In particular and without limitation, Developer shall
have the sole and exclusive obligation and responsibility, at Developer’s sole cost and expense, to
comply with the requirements of the following, to the extent applicable: (i) the San Diego Unified
Port District Code, including without limitation, Article 10 (Stormwater Management and Discharge
Control), (ii) the ADA, including but not limited to regulations promulgated thereunder, (iii)
applicable federal, state and local laws and regulations regarding employment and labor practices,
including, without limitation, the provisions of Section 7.2.3 and Article XX of this Agreement, (iv)
any Coastal Development Permit (“CDP”) (including any conditions of approval or mitigation
measures or project changes pursuant to the environmental review under the California
Environmental Quality Act (“CEQA”)) or any other California Coastal Commission (“CCC”)
regulations or local, state or federal requirements now or hereafter affecting the Project Site or the
Improvements, including the use or development thereof, (v) the Port Master Plan (“PMP”), (vi) the
Chula Vista Municipal Code, (vii) any other development permits or approvals accepted by
Developer, and (viii) the policies adopted by the BPC. Until the earlier of such time as all
components of the Developer’s Phase 1A Infrastructure Improvements are Accepted or the Term of
this Agreement terminates or expires, neither the BPC nor the City Council shall adopt any Law that
only applies to the Developer’s Phase 1A Infrastructure Improvements, unless the Law is determined
by the BPC, in its sole and absolute discretion, or the City Council, in its sole and absolute discretion
(as applicable), but in either case, in a manner that is neither arbitrary nor capricious, to be necessary
for health and safety reasons, to protect the welfare of the people, or to exercise the Port District’s
police powers under the Port Act or the City Council’s police powers under applicable Laws,
including the CVMC. The foregoing limitation shall not apply to the adoption of any ordinance or
resolution that authorizes an amendment to this Agreement or any Contemporaneous Agreement, or
is adopted to authorize the enforcement of Port District’s or City’s rights or the performance of Port
District’s or City’s obligations under this Agreement or any Contemporaneous Agreement, including
without limitation, any ordinances or resolutions adopted by the BPC or City Council as part of any
discretionary approval. In the event of any conflict between the terms of a policy adopted by the BPC
or City Council and this Agreement, Developer shall deliver notice to Port District or City, as
applicable, of such a conflict and the Parties shall meet and confer within ten (10) days of Port
District’s or City’s, as applicable, receipt of the notice to discuss the conflict and attempt to resolve
the conflict in good faith prior to commencing mediation pursuant to Section 26.12.10. If the conflict
is not resolved pursuant to Section 26.12.10, then the terms of this Agreement shall control and
Developer shall be excused from complying with the terms of such policy adopted by the BPC or
City Council, to the extent of such conflict only.
7.2.3. Prevailing Wage.
7.2.3.1. This Section 7.2.3.1 applies only to the Project and does not apply
to the Remaining Phase 1A Infrastructure Improvements unless and until Developer exercises a
Sweetwater Park Option or to Harbor Park unless Harbor Park will be constructed by Developer.
Developer acknowledges and agrees that:
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a. Any construction, alteration, demolition, installation, or
repair work, in each case for the Project, required or performed under this Agreement constitutes
“public work” under California Prevailing Wage Law, including Labor Code §§ 1720 through 1861,
et seq. (“PWL”), and obligates Developer to cause such work to be performed as “public work,”
including, but not limited to, the payment of applicable prevailing wages to all Persons subject to the
PWL.
b. Developer shall cause all Persons performing “public
work” for the Project under this Agreement to comply with all applicable provisions of the PWL and
other applicable wage Laws.
c. Developer’s violations of the PWL shall constitute a
breach (subject to cure pursuant to Section 21.1.2) under this Agreement.
d. Authority hereby notifies Developer, and Developer
hereby acknowledges, that the PWL includes, without limitation, Labor Code § 1771.1(b) that
provides that the following requirements described in Labor Code § 1771.1(a) shall be included in all
bid invitations and “public work” contracts: “A contractor or subcontractor shall not be qualified to
bid on, be listed in a bid proposal, subject to the requirements of § 4104 of the Public Contract Code,
or engage in the performance of any contract for “public work,” as defined in this chapter, unless it is
currently registered and qualified to perform “public work” pursuant to Section 1725.5. It is not a
violation of this Section for an unregistered contractor to submit a bid that is authorized by Section
7029.1 of the Business and Professions Code or by Sections 10164 or 20103.5 of the Public Contract
Code, provided the contractor is registered to perform “public work” pursuant to Section 1725.5 at
the time the contract is awarded.”
e. Developer acknowledges that its obligations under the
PWL with respect to the Project include, without limitation, ensuring that:
i. pursuant to Labor Code § 1771.1(b), a bid shall not
be accepted nor any contract or subcontract entered into without proof of the contractor or
subcontractor’s current registration to perform “public work” pursuant to § 1725.5;
ii. pursuant to Labor Code § 1771.4(a)(1), the call for
bids and contract documents shall specify that the project is subject to compliance monitoring and
enforcement by the California Department of Industrial Relations (“DIR”);
iii. pursuant to Labor Code § 1771.4(a)(2), it posts or
requires the prime contractor to post job site notices, as prescribed by regulation; and
iv. pursuant to Labor Code § 1773.3(a)(1), it provides
notice to the DIR of any “public works” contract subject to the requirements of the PWL, within
thirty (30) days of the award, but in no event later than the first day in which a contractor has workers
employed upon the public work. Pursuant to Labor Code § 1773.3(a)(2), the notice shall be
transmitted electronically in a format specified by the DIR and shall include the name and
registration number issued by the DIR pursuant to §1725.5 of the contractor, the name and
registration number issued by the DIR pursuant to §1725.5 of any subcontractor listed on the
successful bid, the bid and contract award dates, the contract amount, the estimated start and
completion dates, job site location, and any additional information that the DIR specifies that aids in
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the administration and enforcement of the PWL. PWC-100 is the name of the form currently used by
the DIR for providing the notice, but Developer shall determine and use whatever form the DIR
requires.
f. None of the Authority, Port District, City, or Financing
District shall be responsible for Developer’s failure to comply with any applicable provisions of the
PWL.
g. Notwithstanding anything in this Agreement to the
contrary, Developer shall not be responsible for any Person’s failure to comply with any applicable
provisions of the PWL with respect to any work performed by, or on behalf of, any Public Agency
Party (other than by a Developer Party or Hotel Operator, or on behalf of a Developer Party or Hotel
Operator, or by any Person acting directly or indirectly under a contract with a Developer Party or
Hotel Operator).
7.3. Compliance with Design and Construction Standards. Developer shall comply, and
require compliance by any of its General Contractor, Subcontractors, employees, and agents, or other
Developer Parties, with the applicable Design and Construction Standards in connection with the
design and construction of Developer’s Phase 1A Infrastructure Improvements.
7.3.1. Standard Specifications. In connection with any modification of the
Approved Drawings and Specifications for the Developer’s Phase 1A Infrastructure Improvements,
Developer shall comply, and require compliance by any of its General Contractor, Subcontractors,
employees, and agents, with the editions of the following reference specifications that were in effect
on the Plan Submission Date: the Standard Specifications and the Chula Vista Standard Special
Provisions.
7.4. Construction Period. With respect to Convention Center and any portion of the
Developer’s Phase 1A Infrastructure Improvements, the provisions of Sections 7.1, 7.2 and 7.3 shall
apply until Acceptance of the Convention Center or such portion of Developer’s Phase 1A
Infrastructure Improvement, as applicable.
7.5. Authority Approval Not a Waiver of Obligations. Where approval by the Authority,
the Executive Director, or other representatives of the Authority is required, it is understood to be
general approval only and does not relieve Developer of responsibility for complying with all
applicable Laws or other requirements of this Agreement, except in the case of the Authority’s
express waiver of the requirement to comply with (a) any Authority requirement, to the extent such
requirement is waivable, or (b) any other requirement of this Agreement waivable by the Authority.
For purposes of this Agreement, in the event of Authority’s express waiver provided pursuant to
clauses (a) or (b) above, Developer shall be deemed in compliance with such Authority requirements
or other requirement of this Agreement as a result of such waiver, in each case, only to the extent of
such waiver. No such waiver shall constitute an assumption of liability by the Authority, nor shall
the Authority, through approval, become an insurer or surety of work associated with the approvals.
ARTICLE VIII
CONSTRUCTION
8.1. Site Safety, Security. Developer shall be responsible for Project Site safety and
security, with respect to Developer’s construction of the Project.
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8.1.1. Persons. As between the Developer, on one hand, and the City, Port
District, and the Authority, on the other hand, and without expanding the Developer’s contractual
obligations or duties to any Person other than the City, Port District, and Authority, the Developer
shall be solely responsible for the safety and security of its officers, agents, and employees
authorized by Developer to access the Project Site.
8.1.2. Other. Developer is responsible for each portion of the Developer’s
Phase 1A Infrastructure Improvements Site and all other materials, equipment, and other incidentals
on such portion of the Developer’s Phase 1A Infrastructure Improvements Site until such portion of
the completed Developer’s Phase 1A Infrastructure Improvements have been Accepted by the City or
Port District, as applicable. Developer is responsible for the Site, materials, equipment, and all other
incidentals on the Site until the completed Convention Center has been Accepted by the Authority.
From and after Acceptance, any responsibility of the Developer for the Convention Center shall be
pursuant to the Sublease.
8.1.3. Environment. In the construction and development of the Project,
Developer shall comply with all environmental laws and regulations, including the Clean Air Act of
1970, the Clean Water Act, Executive Order number 11738, and the Stormwater Management and
Discharge Control Ordinance No. 0-17988 and any and all Best Management Practice (“BMP”)
guidelines and pollution elimination requirements as may be established by an enforcement official.
Furthermore, Developer shall prepare and incorporate into the drawings and specifications a
Stormwater Pollution Prevention Plan (“SWPPP”) to be implemented by Developer during Project
construction and, until Acceptance of the Convention Center or the applicable Developer’s Phase 1A
Infrastructure Improvements. Where applicable, the SWPPP shall comply with both the California
Regional Water Quality Control Board Statewide General Construction Storm Water permit and
National Pollution Discharge Elimination System permit requirements and shall be in conformance
with the City of Chula Vista BMP Design Manual and CVMC Chapter 14.20 (Storm Water
Management and Discharge Control).
8.1.4. Access to Project Site. During the Construction Period, the Public Agency
Parties shall have the right, but not the obligation, to enter upon and inspect the portions of the
Project Site where the construction of the Project is ongoing, during normal business hours and upon
a two (2) Business Days’ prior notice to Developer (except for or in connection with inspections
undertaken by any Public Agency in its regulatory capacity and except in the case of an emergency in
which case no prior notice shall be required but each of such Public Agency Parties that enter the
Project Site shall notify Developer and Developer’s Risk Construction Manager thereof by phone
prior to entering the Project Site), and each Public Agency that enters the Project Site shall, and shall
cause each of its respective Public Agency Parties that enter the Project Site, as applicable, to: (a)
comply with all applicable security and safety procedures of Developer of which Developer informs
such Public Agency in writing and with which such Public Agency Party can reasonably comply, and
(b) not interfere with Developer’s construction of the Project. Notwithstanding the foregoing, nothing
herein shall limit the Port District’s or City’s right to enter the Project Site at any time to exercise
their respective police powers.
8.2. Public Right-of-Way. All work, including materials testing, special testing, and
surveying to be conducted in the public right-of-way shall be coordinated with the Authority.
Developer agrees to follow all Laws and regulations, and all written and publicly available standards
and regulations of the Authority, as applicable, while working in the public right-of-way, including,
but not limited to, utilizing proper traffic control and obtaining necessary permits.
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8.3. Traffic Control. In connection with the Project, Developer shall be responsible for
traffic management, including traffic control implementation, maintenance, and preparing detailed
traffic control plans to be submitted to the jurisdiction for approval.
8.4. Maintenance. Developer shall maintain and be responsible for each portion of the
Developer’s Phase 1A Infrastructure Improvements until Acceptance of such portion, including
ongoing erosion prevention measures. Upon Acceptance, the City, the Port District and/or the
Authority, as applicable, shall be responsible for maintenance of such portion of the Developer’s
Phase 1A Infrastructure Improvements, as determined through one or more separate agreements
among two or more of the City, the Port District, and the Authority. All costs incurred by Developer
in maintaining the Developer’s Phase 1A Infrastructure Improvements shall be Developer’s Phase
1A Infrastructure Improvements Costs. To the extent such costs are incurred after Completion but
before Acceptance of the Developer’s Phase 1A Infrastructure Improvements and are not paid to
Developer pursuant to Section 9.1 (including pursuant to the Final Accounting under Section 9.1.6),
Authority shall reimburse Developer for such costs within thirty (30) days after Developer provides
Authority with a request for reimbursement, together with supporting documentation evidencing such
costs. For the avoidance of doubt, Developer shall have no further obligations pursuant to this
Section 8.4 with respect to any portion of the Developer’s Phase 1A Infrastructure Improvements
after Acceptance of such portion of the Developer’s Phase 1A Infrastructure Improvements.
ARTICLE IX
PAYMENT OF PROJECT COSTS
9.1. Developer’s Phase 1A Infrastructure Improvements Costs. The provisions of this
Section 9.1 and each subsection of this Section 9.1 shall apply solely to the Developer’s Phase 1A
Infrastructure Improvements.
9.1.1. Payment of Costs Associated with the Developer’s Phase 1A Infrastructure
Improvements. Based upon Developer’s Phase 1A Payment Requests submitted to the Authority by
the Developer, the Authority shall make progress payments on account of the Developer’s Phase 1A
Contract Sum to the Developer in accordance with the provisions of this Section 9.1. The amount of
each progress payment shall be computed as follows:
9.1.1.1. The amount of each progress payment shall first include:
a. The Developer’s Phase 1A Infrastructure Improvements
Costs incurred or to be incurred by Developer and for which Developer has made or intends to make
actual payment prior to the next Developer’s Phase 1A Payment Request; and
b. The Stipulated Developer’s Phase 1A Infrastructure
Improvements Overhead Amount that has accrued as of the date of such Developer’s Phase 1A
Payment Request.
9.1.1.2. The amount of each progress payment shall then be reduced by,
without duplication:
a. The aggregate of any amounts previously paid by the
Authority in respect of the Developer’s Phase 1A Contract Sum;
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b. The amount by which the Architect, pursuant to the
Architect’s Certificate that is attached to such Developer’s Phase 1A Payment Request, reduces the
amount to be paid with respect to such Developer’s Phase 1A Payment Request. The Architect may
reduce such amount to the extent the work performed by Developer for which payment is requested
has not been performed substantially in accordance in all material respects with the Approved
Drawings and Specifications for the Developer’s Phase 1A Infrastructure Improvements, in which
case the amount to be disbursed under the applicable Developer’s Phase 1A Payment Request shall
be reduced to reflect the cost of causing such construction to be performed substantially in
accordance in all material respects with such Approved Drawings and Specifications (without
duplication of any similar reduction that is made by Developer). In the event of any such reduction,
Developer may seek payment for the amounts so reduced in any subsequent Developer’s Phase 1A
Payment Request; and
c. Any amount for which the Developer does not intend to
pay General Contractor or any Subcontractor, unless the work has been performed by others the
Developer intends to pay.
9.1.1.3. Funds for Payment of Costs/Expenses.
a. On the Effective Date, Authority shall cause the Trustee
to deposit an amount equal to $[ ] [NTD: such amount shall be the net proceeds of the Authority
Tax-Exempt Bonds] into the 2021B Bond Proceeds Subaccount. The Parties acknowledge that the
County Funding Agreement provides for the County to pay County Funds to the Authority in
multiple payments, from time to time as described in the County Funding Agreement, and that such
payments are expected to occur after the Effective Date. Within five (5) Business Days of the
Authority’s receipt of any County Funds, the Authority shall transfer such County Funds as follows:
(i) the Authority shall transfer the first $10,500,000 in County Funds that the Authority receives (the
“County Sweetwater Park Funds”) to the Port District; (ii) the Authority shall transfer the next
$2,500,000 in County Funds that the Authority receives to the Trustee for deposit into the
Sweetwater Park Subaccount; (iii) the Authority shall transfer the next $6,000,000 in County Funds
that the Authority receives to the Trustee for deposit into the County Funded Developer’s Phase 1A
Subaccount; and (iv) the Authority shall transfer all County Funds that the Authority receives
thereafter to the Trustee for deposit into the County Funded Bayfront Improvements Subaccount.
The Authority shall cause the Trustee to make the deposits described in clauses (ii), (iii) and (iv),
above.
b. The Authority shall take all actions necessary to cause the
Trustee to disburse moneys from the 2021B Bond Proceeds Subaccount and the County Funded
Developer’s Phase 1A Subaccount for payments required to be made to the Developer, as and when
required under this Agreement. The Authority shall take all actions necessary to cause the Trustee to
disburse moneys from the Sweetwater Park Subaccount for payments required to be made to the Port
District, as and when required under this Agreement. The Authority shall take all actions necessary
to cause the Trustee to disburse moneys from the County Funded Bayfront Improvements
Subaccount for payments required to be made to the Developer, the Port District, or the City, as
applicable, as and when required under this Agreement. Each Public Agency shall not interfere with
any lawfully made disbursement request delivered to the Trustee. Until the County Funds Release
Date, (A) Authority shall not permit any funds in the 2021B Bond Proceeds Subaccount or the
County Funded Developer’s Phase 1A Subaccount to be used for any purpose other than making
payments to Developer in accordance with this Section 9.1 without the prior written consent of the
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Developer, which consent shall be granted or withheld in Developer’s sole discretion, and (B)
Authority shall direct or authorize the Trustee to transfer funds out of the 2021B Bond Proceeds
Subaccount and the County Funded Developer’s Phase 1A Subaccount only to the account or
accounts designated by Developer in writing (or as otherwise consented to in Developer’s sole
discretion).
c. Until the County Funds Release Date, the Port District
shall use the County Sweetwater Park Funds only for Remaining Phase 1A Infrastructure
Improvements Costs. Notwithstanding the foregoing, not later than five (5) Business Days after the
Developer exercises a Sweetwater Park Option, the Port District shall promptly transfer all remaining
County Sweetwater Park Funds to the Trustee for deposit into the County Funded Developer’s Phase
1A Subaccount.
d. After all County Sweetwater Park Funds have been
expended for Remaining Phase 1A Infrastructure Improvements Costs, at the written request of the
Port District from time to time, the Authority shall direct the Trustee to transfer amounts on deposit
in the Sweetwater Park Subaccount to the Port District. Until the County Funds Release Date, the
Port District shall request and use amounts from the Sweetwater Park Subaccount only for
Remaining Phase 1A Infrastructure Improvements Costs incurred or to be incurred to Sufficiently
Complete the Remaining Phase 1A Infrastructure Improvements. Notwithstanding the foregoing, not
later than five (5) Business Days after the Developer exercises a Sweetwater Park Option, the
Authority shall direct the Trustee to transfer all amounts remaining in the Sweetwater Park
Subaccount into the County Funded Developer’s Phase 1A Subaccount.
e. Not later than five (5) Business Days after the later to
occur of (i) Sufficient Completion of the Remaining Phase 1A Infrastructure Improvements and (ii)
payment of all Remaining Phase 1A Infrastructure Improvements Costs incurred to Sufficiently
Complete the Remaining Phase 1A Infrastructure Improvements (or on such earlier date designated
by the Port District if the Port District reasonably determines that sufficient moneys have been set
aside by the Port District to Sufficiently Complete Sweetwater Park), and provided that the
Developer has not previously exercised a Sweetwater Park Option, (A) the Port District shall transfer
any remaining County Sweetwater Park Funds held by the Port District directly to the Trustee for
deposit in the County Funded Bayfront Improvements Subaccount and (B) the Authority shall direct
the Trustee to transfer all amounts remaining in the Sweetwater Park Subaccount into the County
Funded Bayfront Improvements Subaccount.
f. Until 75% Completion, amounts in the County Funded
Bayfront Improvements Subaccount shall not be used for any purpose other than payment of
Developer’s Phase 1A Infrastructure Improvements Costs without the prior written consent of the
Developer, which consent shall be granted or withheld in Developer’s sole discretion. Pursuant to
Section 5.4.4, following 75% Completion and until the County Funds Release Date, the Developer,
the Port District, and the City shall mutually agree with respect to the use of amounts on deposit in
the County Funded Bayfront Improvements Subaccount. The Parties anticipate that, until the County
Funds Release Date, the Parties will apply amounts on deposit in the County Funded Bayfront
Improvements Subaccount for the following purposes, in the following order of priority: (i) first, the
payment of Developer Phase 1A Infrastructure Improvements Costs in excess of the amounts
deposited into the 2021B Bond Proceeds Subaccount and the County Funded Developer’s Phase 1A
Subaccount, (ii) second, the payment of Remaining Phase 1A Infrastructure Improvements Costs in
excess of the County Sweetwater Park Funds and amounts deposited into the Sweetwater Park
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Subaccount, (iii) third, the payment of costs incurred to construct Harbor Park as set forth in the
approved Harbor Park Budget, and (iv) fourth, other uses permitted by the County Funding
Agreement or as otherwise consented to by the County. On and after the County Funds Release
Date, all amounts in the County Funded Bayfront Improvements Subaccount shall be available for
withdrawal and use by the Authority for any purpose as may be agreed to by the City and the Port
District from time to time without any obligation to confer with or obtain consent from the
Developer.
g. Until such time that the Parties have agreed on the Harbor
Park Budget, any costs allocated to Harbor Park in Developer’s Phase 1A Infrastructure
Improvement Budget shall be held by the Trustee in the 2021B Bond Proceeds Subaccount and the
County Funded Developer’s Phase 1A Subaccount and made available to pay Developer’s Phase 1A
Infrastructure Improvements Costs to the extent other moneys in the 2021B Bond Proceeds
Subaccount and the County Funded Developer’s Phase 1A Subaccount are insufficient to pay all
Developer’s Phase 1A Infrastructure Improvements Costs. Such costs allocated to Harbor Park shall
be deemed part of the contingency reserve in Developer’s Phase 1A Infrastructure Improvement
Budget.
9.1.2. Prerequisites to Payment.
9.1.2.1. Developer’s Phase 1A Payment Request. Prior to the
disbursement of any amounts to pay the Developer’s Phase 1A Contract Sum, Developer shall
provide the Executive Director with a Developer’s Phase 1A Payment Request, together with all of
the items described therein. Each Developer’s Phase 1A Payment Request shall show (i) the
Developer’s Phase 1A Infrastructure Improvements Costs incurred or to be incurred by Developer
and for which Developer has made or intends to make actual payment prior to the next Developer’s
Phase 1A Payment Request and (ii) the Stipulated Developer’s Phase 1A Infrastructure
Improvements Overhead Amount with respect to such Developer’s Phase 1A Infrastructure
Improvements. The form of Developer’s Phase 1A Payment Request attached hereto as Exhibit K-1
may be modified or replaced by Developer, subject to the consent of Authority provided or withheld
in Authority’s sole discretion.
Each Developer’s Phase 1A Payment Request shall be delivered in the
following manner (or by such other means as is reasonably agreed to by the Developer and the
Authority): Developer shall send by electronic mail to the Authority Email Addresses a notice that
the Developer’s Phase 1A Payment Request and supporting documentation have been uploaded to an
internet website, the link to which shall be included in such email notice. Authority shall send
confirmation to the Developer by electronic mail once Authority has successfully accessed the
Developer’s Phase 1A Payment Request.
The Authority shall not have an obligation to make payment to Developer
unless and until Developer provides the Executive Director with a Developer’s Phase 1A Payment
Request, together with all of the items described therein (including the Architect’s Certificate), and
such Developer’s Phase 1A Payment Request is approved by the Executive Director as provided
below.
9.1.2.2. Inspection. The Developer’s Phase 1A Infrastructure
Improvements shall be subject to City inspection, as applicable, as provided in section 2-11 of the
Greenbook. Developer shall ensure that all persons and entities providing work or services for the
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Developer’s Phase 1A Infrastructure Improvements comply with the inspection requirements
provided in section 2-11 of the Greenbook.
9.1.2.3. Prevailing Wage Compliance. Developer shall ensure that all
persons and entities providing work or services for the Developer’s Phase 1A Infrastructure
Improvements comply with prevailing wage requirements, as and to the extent described in
Section 7.2.3.1.
9.1.2.4. Public Agency Approval. The Executive Director shall review
each Developer’s Phase 1A Payment Request and the supporting documentation. If the Executive
Director finds in his/her reasonable discretion that any such Developer’s Phase 1A Payment Request
is incomplete (except to a de minimis extent) or contains material errors or misstatements on its face,
then the Executive Director shall so inform Developer in writing within ten (10) Business Days after
Developer provides such Developer’s Phase 1A Payment Request to Authority of the reasons for
his/her finding. Developer shall have the right to respond to such finding by submitting further
documentation requested in such finding after receipt of said finding. The Executive Director shall
review any further documentation received from Developer in support of the Developer’s Phase 1A
Payment Request and inform Developer of his/her approval or denial of the Developer’s Phase 1A
Payment Request within five (5) Business Days after Developer provides such further documentation
to Authority. If the Executive Director does not find that any such Developer’s Phase 1A Payment
Request is incomplete (except to a de minimis extent) or contains material errors or misstatements on
its face, then the Executive Director shall so inform Developer in writing within ten (10) Business
Days after Developer provides such Developer’s Phase 1A Payment Request to Authority and within
that time period approve the Developer’s Phase 1A Payment Request. If the Executive Director
determines that the Developer’s Phase 1A Payment Request is incomplete (except to a de minimis
extent) or contains material errors or misstatements on its face, but that sufficient and complete
information exists with respect to a portion of the Phase 1A Payment Request, then the Executive
Director shall approve the Developer’s Phase 1A Payment Request with respect to such portion of
the Developer’s Phase 1A Payment Request and so notify Developer within ten (10) Business Days
after Developer provides such Developer’s Phase 1A Payment Request to Authority. The Authority
shall cause the Executive Director to carry out his or her duties under this Section 9.1.2.4 in a
reasonable and good faith manner. Notwithstanding anything to the contrary set forth in this
Agreement, (a) the Authority may make payment to Developer under protest and commence dispute
resolution proceedings pursuant to Section 26.12 and (b) if Authority has made a payment to
Developer and later determines that the payment was made in error, whether due to an incomplete or
inaccurate payment request or due to missing documentation or otherwise, Authority may commence
dispute resolution proceedings pursuant to Section 26.12 to challenge such previous payment. A
certificate or request that Developer delivers under this Agreement will be deemed to contain
material errors or misstatements on its face if such material error or omission is apparent from the
four corners of such certificate or request without the use of extrinsic evidence.
9.1.3. Time of Payment. If the Executive Director provides approval pursuant to
Section 9.1.2 with respect to all or any portion of any Developer’s Phase 1A Payment Request, then
the Authority shall cause payment to be made to Developer for the approved costs/expenses
associated with such Developer’s Phase 1A Payment Request by the Payment Date (excluding any
Developer’s Phase 1A Contested Charges). If the Payment Date falls on a weekend or holiday, the
Payment Date shall be extended to the next Business Day. Except for Developer Phase 1A Contested
Charges, all costs/expenses associated with each Developer Phase 1A Payment Request shall accrue
interest at the Specified Default Rate from the Payment Date until paid. At the request of the
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