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TOWN OF TIBURON
1505 Tiburon Boulevard
Tiburon, CA 94920
Mayor and Members of the Town Council
Office of the Town Attorney
Town Council Meeting
June 5, 2013
Agenda Item:
Recommendation to Approve an Agreement with the State of California
Department of Parks and Recreation and Zelinsky Properties to Terminate the
Lease between Said Parties.
BACKGROUND AND ANALYSIS
The State of California Department of Parks and Recreation ("State Parks ") has leased the
restrooms at 23 -25 Main Street from Zelinsky Properties since 1996. That lease will expire on
June 30, 2014 and the State does not plan to renew it. On March 6, 2013, the Town Council
approved a lease between the Town and Zelinsky Properties for the restrooms. That Treement
will become effective upon the termination of the State Parks lease. Also on March 6 , the
Council approved plans to renovate the restrooms. However, the construction cannot proceed
until the State Parks lease is terminated and the Town's new lease takes effect.
Staff has negotiated an agreement with State Parks and Zelinsky Properties that would terminate
the State Parks lease effective July 1, 2013. In consideration for its early release from the lease,
State Parks would make mon y payments to the Town in the amount of the current rent,
$684.00, until July 1, 2014. The Town would agree to use those funds to offset the
improvements of the premises.
FINANCIAL IMPACT
State Parks monthly payments would total $8208.00 during fiscal year 2013 -2014. This would
represent a small offset the cost of the project's construction costs. On the debit side, the Town
would become responsible for rent and other payments to Zelinsky Properties effective
July 1, 2013. However, the Council accepted these costs in approving the lease on
March 6, 2013.
RECOMMENDATION
Staff recommends that the Town Council:
TOWN OF TIBURON PAGE 1 OF 2
Town Council Mectin;
Junc 5, 2013
Move to approve the attached Agreement with the State of California, Department of
Parks and Recreation and Zelinsky Properties and authorize the Town Manager to
execute it after making any necessary minor changes!
Exhibits: Draft Agreement
Prepared By: Ann R. Danforth, Town Attorney
' Attorneys for the respective parties are still working on minor wording changes.
Tm _-N nr• Ttmt rox Pa,e 2 of 2
Town of Tiburon • 1505 Tiburon Boulevard • Tiburon, CA 94920 • P. 415.435.7373 E 415A35.2438 • wwwci.tiburon.ca.us
Office of the Town Clerk / 415.435.7377
Emmett O'Donnell
April 11, 2013
Office of Claude D. Perasso
1660 Tiburon Blvd., Suite E
Tiburon, California 94920
RE: Lease for Downtown Restroom Facility
Dear Mr. Perasso:
Enclosed are two (2) copies of the above lease that are ready for signature. Please
return one fully executed copy to our office.
Thank you for your cooperation in this matter.
Very truly yours,
Diane Crane acopi
Town Clerk
Enclosures
Cc: Town Attorney Danforth (w/enclosure)
Mayor'
Alice Fredericks
Vice Mayor
Richard Collins
Councilmember
. . . . . . . .
Frank Doyle
Councilmember
Jiro Fraser
Councilmember
Margaret A. Curran
Town Manager
LEASE
This lease between, Zelinsky Properties, LLC("Landlord") and The Town of Tiburon, a
municipal corporation of the State of California ("Tenant")is executed and effective on
47 , 2013 ("Lease").
ARTICLE 1. PREMISES.
Landlord leases to Tenant and Tenant leases from Landlord, subject to the following terms and
conditions, the real property located in the Town of Tiburon, State of California and more
particularly described as follows:
Consisting of the interior of approximately 352 square feet of dock space,
consisting of a restroom facility as more particularly described as Parcel "C" in
Exhibit "A" attached hereto and incorporated herein by this reference ("Restroom
Facility") and the unlimited pedestrian use of access including Parcel "A" in
Exhibit "A" and common areas associated with said dock ("Premises").
The Restroom Facility is located in a larger building that consists of approximately 12,167
square feet ("Property"). Wherever this Lease requires Tenant to pay a share of the taxes and
other expenses associated with said building and the parcel upon which it is located, the Tenant's
share shall be calculated based on the square footage of the Restroom Facility relative to the
square footage of the Property, which is agreed to be 2.9 % ("Proportionate Share") unless
expressly indicated otherwise herein.
Landlord makes no representation or warranty regarding the square footage of the
Premises. Any square footage stated above is approximate only, and in the event the actual
square footage shall be greater or less than the amount stated, no rental or other
adjustment shall be made between the parties.
ARTICLE 2. TERM.
2.1. Term. This Lease shall begin on the earlier of (a) July 1, 2014 or (b) the
termination of the lease between Landlord and the State of California dated March 5, 1996
(Commencement Date) and shall continue for a period of 20 years ("Term") ending on the
twentieth anniversary of the Commencement Date (Expiration Date), unless otherwise
terminated in accordance with the provisions of this Lease.
2.2. Delivery of Possession. Upon execution of lease and recovery of Premises from
the current tenant:
a) Landlord has not delivered possession of the Premises to Tenant by July 1, 2014,
Landlord or Tenant may terminate this Lease by giving the other party 10 days prior written
notice of such election to terminate. Landlord shall not be liable to Tenant for damages of any
kind. If either party terminates this Lease in accordance with this section 2.2, all money paid by
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Tenant to Landlord shall be refunded and both parties shall be released from all obligations
under this Lease.
b) Landlord agrees that Tenant may take possession of the Premises before the
Commencement Date, on the condition that all provisions of this Lease shall apply; however, the
Expiration Date of this Lease shall remain the same and Tenant's obligation to pay rent shall
commence on the Commencement Date.
ARTICLE 3. RENTAL.
3.1. Base Rent. Tenant agrees to pay monthly, in advance, to Landlord on the first day
of each month during the Term of this Lease, as Base Rent for the Premises in the amount of
$700.00 (seven hundred dollars) per month. The Base Rent shall be adjusted by the amount of
4 % (four percent) every two years.
If Tenant's obligation to pay Base Rent does not commence on the first day of a calendar month,
the Base Rent payable by Tenant for the first fractional month shall be prorated on a thirty (30)
day basis.
ARTICLE 4. TAXES.
4.1. Real Estate Taxes. The term "real estate taxes" shall mean any assessments,
reassessments, supplemental assessments, license fees, rental taxes, sewer and/or waste disposal
charges of any kind, penalties, levies, fees, taxes (other than estate, inheritance, or gift taxes) of
any kind, or charges in lieu of taxes, levied by any federal, state, county or municipal
government or governmental agency on:
a) The Property of which the Premises are a part.
b) Landlord's business of leasing the Premises and said Property; or
c) Landlord's income from the Premises and said Property, excluding any federal or
state income taxes assessed on Landlord's net income. Said real estate taxes may be levied
pursuant to a tax bill, supplemental tax bill or any other notice supplied that sets forth said levy.
From and after the Commencement Date and continuing until the Expiration Date of the Term or
any extension thereof, Tenant shall pay to Landlord as additional rent the Proportionate Share of
real estate taxes (as defined herein), levied and assessed against the Property of which the
Premises are a part and the underlying realty during each year of the Term, with the exclusion of
the annual assessment imposed by Sanitation District No. 5's annual assessment ("San 5
Assessment"). Tenant shall pay the portion of the San 5 Assessment that is due to the use of the
Premises as calculated by Sanitary District No. 5. If the Commencement Date or Expiration
Date of the Term does not coincide with the applicable tax year, then the amount of taxes or San
5 Assessment payable by Tenant for such tax year shall be prorated on a 12 month basis. Tenant
shall make all payments due under this section within 30 days after receipt of notice from
Landlord setting forth the amount due and the manner by which it was calculated.
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4.2. Personal Property. Tenant shall pay when due all taxes levied on Tenant's
personal property, including but not limited to any improvements and furniture, fixtures and
equipment ("FF&E") and any other property located in or on the Premises, and Tenant shall
cause such taxes to be assessed and billed separately from Landlord's taxes and cause such tax
bill to be sent directly to Tenant.
4.3. Any amount payable by Tenant to Landlord under Article 4 shall be paid by
Tenant to and received by Landlord within 30 days after receipt by Tenant from Landlord of a
bill setting forth such amount. The failure of Tenant to timely pay said amounts shall subject
Tenant to the penalties set forth in Section 3.3 as well as any other remedies set forth herein.
4.4. In addition to the foregoing, Tenant shall pay 100% of any increased real estate
taxes based upon or as a result of any improvements made by Tenant or Tenant's Work and/or
resulting from any adjustment, including but not limited to transfer of ownership or
improvements or alterations made to the Premises.
ARTICLE 5. UTILITIES.
5.1. Tenant shall pay for all utilities or services of any kind supplied to the Premises as
provided in this section.
5.2. The wastewater services, water and electricity supplied to the Premises are billed
pursuant to separate meters. Tenant shall pay the actual cost of providing these services to the
Premises as shown by said meters.
5.3. With respect to any other utilities and/or services that are not separately metered
and/or billed directly to Tenant, but are metered jointly with other premises, including but not
limited to, air conditioning, garbage, recycling and other utilities and services provided to or for
the Premises, Tenant shall pay the Proportionate Share of all charges. Additionally, Tenant, upon
written notice from Landlord shall reimburse Landlord for any and all costs of installing a separate
meter or any other improvement necessary in order for all utilities to be separately metered and
billed. Landlord shall not be liable in damages of any kind, including but not limited to
consequential damages or damages for interruption and/or loss of business or otherwise for any
failure or interruption of any utility service being provided to the Premises, and no such failure or
interruption shall entitle Tenant to terminate this Lease or to discontinue the payment of rent or
any other amount due hereunder.
ARTICLE 6. SECURITY DEPOSIT. N/A
ARTICLE 7. USE AND CONDITION OF PREMISES.
7.1. Use. Tenant shall use or permit the Premises to be used only for the operation of a
public restroom facility.
Tenant shall not use or permit the use of the Premises for any other purpose. Tenant shall not
operate or allow the operation of the Premises to create any disturbance, including but not
limited to loud music or other entertainment or objectionable odors or noise affecting the other
tenants of the Property or the surrounding neighborhood. Tenant shall also install and maintain,
pursuant to all applicable laws and regulations, ventilation or other necessary system that will
dispose of all smoke, fumes, odors etc., from the Premises and Property. Tenant shall fully
comply with all health and police regulations and shall not use or permit the use of the Premises
for any purpose or in any manner which may constitute a violation of the laws of the United
States or the laws, ordinances, regulations or requirements of any governmental entity having
authority in the jurisdiction where the Premises are located. Tenant acknowledges that no
warranties or representations have been made regarding the fitness or suitability of the Premises
for the conduct of Tenant's business or whether Tenant's use is permitted by law. Tenant shall be
responsible, for obtaining all permits and approvals necessary and this Lease shall not be
contingent upon obtaining all such permits and approvals.
7.2. N/A
7.3. Condition of Premises and Tenant's Work in the Premises. Tenant hereby
acknowledges that Tenant has had a reasonable opportunity to inspect the Premises and to
investigate all laws, rules and ordinances governing the improvement or use thereof. Agreement
and Tenant hereby accept the Premises "AS-IS/WHERE-IS" on the date Tenant takes
possession hereunder subject to all laws, ordinances and regulations applicable to the Premises,
and their use, and any covenants or restrictions of record as well as all requirements of any fire
or liability insurance underwriters or rating bureaus. Tenant shall perform all work in the
Premises in a good and workmanlike manner and shall diligently prosecute all work to
completion. Any work performed by Tenant shall be in accordance with all applicable
government laws, ordinances, codes, and regulations, including but not limited to all applicable
building codes, the Americans with Disabilities Act, and Title 24 of the California Code of
Regulations. If any work performed by Tenant in the Premises or if Tenant's occupancy or use
of the Premises triggers any government requirements, including but not limited to the
installation of sprinklers or fire suppression measures, additional work or improvements to
comply with any provisions of the Americans with Disabilities Act or other disability laws
related to the Premises or the Property of which the Premises are a part, Tenant shall comply
with those requirements at Tenant's sole cost. Tenant shall be solely responsible for obtaining
all required government permits for any work Tenant performs in the Premises. Tenant shall not
permit any work in the Premises to damage the Property, injure any person, or interfere with the
business of any other occupant or tenant in the Property.
ARTICLE 8. MAINTENANCE, REPAIR, REPLACEMENT AND ALTERATIONS.
8.1. Tenant's Obligations.
a) Subject to the provisions of Article 11, except for that portion of the Premises to
be maintained by Landlord as provided in Section 8.2., Tenant shall, at Tenant's expense,
maintain, clean, provide janitorial, repair and replace when reasonably necessary, so as to keep in
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good repair, order and serviceable condition the Premises and every part thereof, including but
not limited to all plumbing, sewer, water and gas lines, heating, ventilation and air conditioning
("HVAC")and electrical systems and equipment in, on or serving the Premises, exterior and
interior windows and doors and their frames, floors, floor framing, the ground floor exterior wall,
interior walls and ceilings which are part of the Premises, and all sidewalks, walkways, which
are on or adjacent to the Premises. Tenant's obligation shall also include regularly painting the
interior of the Premises so as to maintain the Premises in a first class condition. If necessary,
Tenant shall also contract with a pest contractor to regularly prevent the presence of rodents or
vermin or their spreading to the rest of the Property.
b) Tenant shall not place or leave or permit to be placed or left outside the Premises
any garbage, debris or refuse (collectively, "garbage"), except in proper containers designated for
trash removal, and shall comply with all rules and regulations promulgated by any applicable
health department, or other governmental agency in respect of garbage collection.
c) Tenant shall, at Tenant's sole cost, promptly comply with all laws and with the
requirements of any governmental authority having jurisdiction over the Premises, boards of fire
underwriters, utility companies serving the Premises or other similar bodies now or hereafter
constituted, relating to or affecting the Premises and/or the condition, use or occupancy of the
Premises, including but not limited to, the obligation to make improvements, repairs,
replacements and alterations required by such laws, regardless of the cost thereof, at what point
in time during the Term compliance is required and whether such compliance was foreseen or
unforeseen. The judgment of any alternative dispute resolution proceeding/court of competent
jurisdiction or the admission of Tenant in any action against Tenant, whether Tenant is a party
thereto or not, that Tenant has violated any of the foregoing shall be conclusive of the fact
between Landlord and Tenant. Within 10 days of receipt by Tenant, Tenant shall furnish
Landlord with a copy of any notices received from any governmental agency, insurance
company or inspection bureau in connection with the Premises.
d) Tenant shall return the Premises to Landlord at the expiration or earlier termination
of this Lease in good and sanitary order, condition and repair, free of rubble and debris, and
broom clean; and all equipment, machinery, and other items belonging to Landlord, including the
HVAC system serving the Premises, shall be returned to Landlord fully serviced and in good
working order
8.2. Landlord's Obligations. Subject to the provisions of Article 11, and except for
damage caused by the intentional or negligent acts or omissions of Tenant, its employees, agents
or invitees, Landlord shall maintain and repair the foundations, exterior walkways, exterior roof
and structural members of exterior walls of the Premises, provided, however, Landlord's
obligation to make any such repairs shall not arise until receipt of written notice from Tenant that
such repairs are needed. After receipt of such notice, Landlord shall have a reasonable period of
time to commence and complete such repairs. Landlord's obligations hereunder shall not include
the painting of any exterior surface, or the maintenance or repair of any interior portion of the
exterior walls or roof, or the maintenance or repair of windows or window frames, doors, or their
frames, plate glass or storefronts of the Premises. Landlord shall have no obligation to make any
repairs for and Tenant shall hold Landlord harmless from any damage, caused directly or
5
indirectly by other tenants or Tenant's invitees or licensees or others who utilize the Premises.
To the extent permitted by law, Tenant waives any statutory right to snake repairs at Landlord's
expense, to withhold rental or other payments due hereunder, or to terminate this Lease because
of Landlord's failure to make any repairs.
8.3. Landlord's Rights. If Tenant refuses or neglects to make repairs, replacements
and/or maintain the Premises, or any part thereof, pursuant to the terms of this Lease and in a
manner reasonably satisfactory to Landlord, without prejudice to any other remedy Landlord
may have hereunder, upon giving Tenant 10 days prior written notice, Landlord shall have the
right to enter the Premises and perform such maintenance or make such repairs on behalf of and
for the account of Tenant and/or declare a default. In the event Landlord elects to perform such
work, Tenant shall pay the cost of such repairs, replacements or maintenance promptly following
Tenant's receipt of a bill therefore, with interest thereon at the prime rate reported by the Federal
Reserve Bank at the time of the award plus one percent (I%) from the date of Tenant's receipt of
such bill until the date paid. Tenant agrees to permit Landlord or its agent to enter the Premises
at any time during normal business hours for the purpose of inspecting the Premises.
8.4. Alterations and Additions.
a) Except as provided in Section 8.4 (b), Tenant shall not make any additions,
alterations, or improvements to the Premises: i) consisting of cosmetic changes (i.e., painting or
replacement of furniture and fixtures) resulting in an annual expenditure in excess of $25,000; or
ii) affecting the balance of the Property and/or the structural, plumbing, HVAC, electrical or
other systems of the Premises or Property without obtaining the prior written consent of
Landlord, which consent may be withheld, conditioned or delayed at Landlord's sole discretion.
Landlord's consent may be conditioned upon Tenant's removing any such additions, alterations,
or improvements upon the expiration of the Term hereof and restoring the Premises to the same
condition as on the date Tenant took possession. All work with respect to any addition,
alteration, or improvement shall be done in a good and workmanlike manner by properly
qualified and licensed personnel, and such work shall be diligently prosecuted to completion. No
satellite dish or other electronic equipment shall be attached to the exterior of the Property
without the prior written consent of Landlord, which consent may be withheld, conditioned or
delayed at Landlord's sole discretion.
b) Landlord hereby consents to the improvements described in plans titled "Tiburon
Guest Facilities" prepared by Bull Stockwell Allen dated 12/13/2012 and on file in the Town of
Tiburon Community Development Department, incorporated herein by this reference as is fully
set forth in this Lease ("2013 Project"). All work on the 2013 Project shall be limited to Monday
through Friday, 9 a.m. to 4 p.m. excepting quiet work such that noise from any source associated
with the permitted work, including but not limited to construction activity, amplified sound, and
worker's voices, shall not be plainly audible outside of the Premises. No Work on the 2013
Project shall commence before October 1, 2013 and Tenant shall provide Landlord with three
weeks notice of the actual start date of construction. Notwithstanding the foregoing, Tenant is
not obligated to construct any portion of the 2013 Project unless expressly so required by this
Lease.
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c) Tenant shall pay the costs of any work done on the Premises pursuant to section
8.4(a) and (b), and shall keep the Premises as well as the improvements, and FF&E free and clear
of liens of any kind. In no event shall Tenant mortgage or hypothecate said Lease, improvements
or FF&E. Tenant shall indemnify, defend against, and keep Landlord free and harmless from all
liability, loss, damage, costs, attorneys' fees and any other expense incurred on account of claims
of lien by any person performing work or furnishing materials or supplies for Tenant or any
person claiming under Tenant.
Tenant shall keep Tenant's leasehold interest, and any additions or improvements which
are or become the property of Landlord under this Lease, free and clear of all attachment or
judgment liens. Before the actual commencement of any work for which a claim of lien may be
filed, Tenant shall give Landlord notice of the intended commencement date a sufficient time
before said.date to enable Landlord to post notices of non-responsibility or any other notices that
Landlord deems necessary for the proper protection of Landlord's interest in the Premises and
Landlord shall have the right to enter the Premises and post such notices at any reasonable time.
d) Any such work, alterations and improvements by Tenant shall comply with all
applicable federal, state, and local laws, ordinances, rules, and regulations, including but not
limited to, local building codes, the requirements of the Americans with Disabilities Act, and the
requirements of Title 24 of the California Code of Regulations. Tenant shall supply Landlord
with a full and complete set of as-built plans and all original permits with all required sign-off
signatures of applicable governmental officials upon completion of any work completed.
e) Unless their removal is required by Landlord, all additions, alterations and
improvements made on the Premises shall become the property of Landlord and be surrendered
with the Premises upon the expiration or earlier termination of the Term of this Lease, provided,
however, Tenant's FF&E, which can be removed without damage to the Premises shall remain
the property of Tenant and may be removed, subject to the provisions herein
ARTICLE 9. INSURANCE AND INDEMNIFICATION.
9.1. Liability and Casualty Insurance. At all times during Tenant's possession of
the Premises, Tenant shall have and maintain insurance as provided in this section.
a) Tenant shall provide comprehensive general public liability insurance insuring
both Landlord and Tenant against liability arising out of the ownership, use, occupancy or
maintenance of the Premises and appurtenant areas. Tenant shall, at Tenant's expense, maintain
such insurance in full force and effect during the any period of possession and during the Term
with coverage limits of not less than $2,000,000 combined for each occurrence. The limits of
said insurance shall not, however, limit the liability of Tenant hereunder.
b) From and after the Commencement Date, Tenant shall maintain insurance
covering Tenant's leasehold improvements, alterations, additions or improvements permitted
under section 8.4. FF&E, merchandise and personal property which are from time to time in or
on the Premises. Said insurance shall be in an amount which is not less than 100% of full
replacement cost as such may be determined from time to time during the Term, providing
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protection against any peril included within the generally accepted classification of "Fire and
Extended Coverage," and against sprinkler and water damage from any source in and about the
Property, vandalism and malicious mischief. Any policy proceeds shall be used for the repair or
replacement of the property damaged or destroyed. Landlord shall be named the insured under
such policy. Tenant shall also maintain Workers' Compensation insurance in compliance with
California law.
c) Tenant is a member of the Association of Bay Area Governments ("ABAG") and is
covered by the at risk-sharing memorandum of coverage administered by ABAG Plan
Corporation ("ABAG MOC"). The ABAG MOC provides the coverage set forth as Exhibit B,
which is attached hereto and incorporated herein by reference, which satisfies the requirements
of this section. Tenant shall maintain insurance coverage that provides Landlord with
protections, similar to or higher than established by the AB MOC during the period that Tenant
occupies the Premises. If Tenant fails to procure and maintain such coverage as is required
hereunder, Landlord may, but shall not be required to, procure and maintain such insurance at the
expense of Tenant. In the event that Tenant ceases to participate in the ABAG MOC program,
Tenant shall obtain new coverage in a form reasonably satisfactory to Landlord, with companies
reasonably satisfactory to Landlord.
9.2. Subrogation Waiver. Tenant hereby waives any rights of recovery it may have
against Landlord for any loss or damage to Tenant, or its property, the Premises or its contents,
arising from any risk insured by fire, extended coverage and any other property insurance
policies in effect at the time of such loss or damage.
9.3. Indemnification.
a) Tenant shall indemnify and hold Landlord harmless against and from liability and
claims of any kind for loss or damage to property of Tenant or any other person, or for any injury
to or death of any tenant of the Property or their agent, licensee, guest, invitee or any other
person on the Premises arising out of:
i) Tenant's use and occupancy of the Premises, or any work, activity or other
things allowed or suffered by Tenant to be done in or on the Premises, including but not limited
to, any fire thereon.
ii) Any breach or default by Tenant of any of Tenant's obligations under this
Lease; or
iii) Any negligent or otherwise tortious act or omission of Tenant, its agents,
employees, invitees or contractors. Tenant shall, at Tenant's expense, defend Landlord in any
action or proceeding arising from any such claim, shall pay as they accrue and indemnify
Landlord against all costs, attorneys' fees, expert witness fees, and any other expenses incurred
in or for such action or proceeding. As a material part of the consideration for Landlord's
execution of this Lease, Tenant hereby assumes all risk of damage or injury to any person or
property in or on the Premises from any cause. This Section 9.3 shall not apply to any damage
or injury caused by the gross negligence, deliberate misconduct or criminal act of Landlord.
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b) Landlord shall defend, indemnify and hold Tenant harmless from and against all
claims, causes of action, liabilities, losses, costs and expenses arising from or in connection with
any injury or other damage to any person or property caused by the gross negligence, deliberate
misconduct or criminal act of Landlord.
9.3. Acts of Other Tenants. Landlord shall not be liable to Tenant and Tenant hereby
releases, indemnifies and holds harmless Landlord, or any person claiming under Tenant, for any
injury or damage arising out of:
a) Any act or omission of any other tenant, resident, guest, visitor or person of or
from the second or third upper floors of the Property or use of the Property by another tenant or
third party, of which the Premises are a part.
b) Mold, fire, explosion, falling plaster, steam, gas, electricity, water, rain, flood or
leaks from any part of the Premises or Property or from the pipes, appliances, equipment,
plumbing works, roof or subsurface of any floor or ceiling or from the street or any other place
or by dampness or by any other cause whatsoever.
9.4. Use of Premises. Tenant agrees that it will not, at any time during the Term of
this Lease, do or permit anything to be done in, on or about the Premises which will in any way
tend to cause a cancellation of any insurance or cause a cancellation of any insurance or increase
the insurance rates on the Premises or the Property of which the Premises are a part. In addition
to Tenant's obligation to pay insurance premiums pursuant to Section 9.6. below, Tenant shall
pay Landlord, upon demand therefore, 100% of the amount of any increase in premiums charged
during the Term of the Lease for fire and extended coverage insurance carried by Landlord on
the Property of which the Premises area is a part, as a result of Tenant's doing or permitting
anything to be done in, on or about the Premises which does so increase the insurance rates,
notwithstanding Landlord's consent to such action by Tenant.
9.5. Landlord's Insurance. Tenant shall pay to Landlord during the Term or any
extension of the Lease its Proportionate Share of premiums for reasonable insurance covering
fire, extended coverage, liability and any other type of insurance customary and appropriate for
the Premises and Property.
a) Customary and appropriate property and casualty insurance shall mean coverage
for not more than the replacement costs of the improvements on the Property purchased at the
prevailing market rate for such insurance.
b) Landlord's insurance hereunder, if any, is secondary in event of overlapping
coverage required to be maintained by Tenant. Tenant shall pay to and Landlord shall receive
said payment within 30 days of Landlord's delivery to Tenant of a copy of Landlord's applicable
insurance premium statement.
9.6 Any amount payable by Tenant to Landlord under Article 9 shall be paid by Tenant
to Landlord within thirty (30) days after receipt by Tenant from Landlord of a bill setting forth
such amount. The failure of Tenant to timely pay said amounts shall subject Tenant to the
penalties set forth in Section 3.3 as well as any other remedies set forth herein.
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ARTICLE 10. N/A
ARTICLE 11. DAMAGE OR DESTRUCTION
11.1. As used in this Article, "Casualty" shall mean an event that:
a) Causes damage to the Premises that is not insured or is underinsured.
b) Causes damage to the Premises that cannot reasonably be repaired within 120 days
from the date of damage under the laws and regulations of state, federal, county, municipal
authorities or other authorities with jurisdiction.
c) Occurs during the last 12 months of the Lease term unless the Tenant has the right
under the terns of this Lease to extend the term for an additional period and does so within 30
days of the date of the Casualty, or
d) Causes a total destruction of the Premises. In the event of a Casualty, either party
may terminate this Lease as of the date of the Casualty upon written notice to the other party.
Tenant shall receive a refund of any rent paid for occupancy subsequent to the date of the
Casualty.
11.2. Unless terminated pursuant to Section Article 11.1 above, this Lease shall
continue in full force and effect and the Premises shall be reconstructed with the obligations of
the parties being as is set forth in Article 11.3. In no event shall there be any reduction or
abatement of rent.
11.3. In the event of any reconstruction of the Premises under this Article 11,
Landlord's obligation to reconstruct the Premises shall be:
a) To the extent reasonably practicable, to restore the Premises to the condition
existing on the date of Delivery of Possession, as set forth at Section 2.2 above; and
b) To reconstruct only if the insurance proceeds are adequate to cover all costs
incurred by Landlord. Construction shall proceed as insurance proceeds and any other necessary
funds become available and Landlord's repair obligations shall in no way include any
construction obligations imposed on or undertaken by Tenant. Tenant's obligation shall be to
reconstruct the Premises to the condition they were in prior to the casualty, to the extent not so
reconstructed by Landlord. Landlord, as insured, shall be entitled to all proceeds of all insurance
provided by Tenant, as set forth in Article 9. In the event that this Lease is not terminated
pursuant to the provision of this Article 11 and the Premises are reconstructed, pursuant to this
Section 11.3, Tenant shall be allowed to use the proceeds of the insurance policy carried by
Tenant to reconstruct the Premises. To the extent that the insurance proceeds exceed the cost of
10
reconstruction, Landlord is entitled to said excess. To the extent that the insurance proceeds are
insufficient to cover the cost of said reconstruction, Tenant shall pay any difference or terminate
this Lease pursuant to Section 11.1. Landlord, at its sole discretion, may collect and retain the
proceeds of any policy provided by Tenant and remit payments to the contractors and other
service or material providers contracted with by Tenant.
11.4. In the event that the Property in which the Premises are situated is destroyed to
the extent of not less than 33 1/3% of the replacement cost thereof, Landlord may elect to
terminate this Lease, whether the Premises be injured or not, in the same manner as in Article
11.1.
ARTICLE 12. CONDEMNATION.
12.1. Total Taking. If the entire Premises are taken under the power of eminent
domain, this Lease shall terminate as of the date Tenant is required to vacate the Premises, and
Landlord and Tenant shall each thereafter be released from any further liability under this Lease.
12.2. Partial Taking. If a portion in excess of 25% of the floor area of the Premises is
taken under the power of eminent domain, or if, as a result of any taking regardless of the extent,
the remainder of the Premises is not one undivided parcel of property, either Landlord or Tenant
may terminate this Lease as of the date Tenant is required to vacate the Premises, by serving
written notice of such election within 30 days after receipt by Tenant of written notice from
Landlord that the Premises have been so taken. If this Lease is so terminated each party shall
thereafter be released from any further liability hereunder. If both parties elect not to terminate
this Lease, Tenant shall remain in that portion of the Premises not so taken and, in that event,
Landlord agrees, at Landlord's cost and expense, to restore the remaining portion of the Premises
as soon as possible to a complete unit of like quality and character as existed prior to such taking;
and thereafter the Base Rent set forth in Article 3 hereof shall be equitably reduced, taking into
account the relative value of the portion taken as compared to the portion remaining.
12.3. Compensation. In the event of any taking and regardless of whether such taking
results in termination of this Lease, Landlord shall be entitled to the entire award or
compensation in such proceeding, including but not limited to, any value of the Lease. Tenant's
right to receive compensation or damages for its fixtures and personal property shall not be
affected hereby, however, any compensation received by Tenant shall not reduce or in any way
diminish any compensation received by Landlord.
12.4. Voluntary Sale/Waiver. For purposes of this Article 12, a voluntary sale or
conveyance in lieu of condemnation, under threat of condemnation, shall be deemed a taking
under the power of eminent domain. Tenant hereby waives any statutory rights of termination
Tenant may have by reason of any partial taking of the Premises under the power of eminent
domain.
ARTICLE 13. ASSIGNMENT, SUBLEASE, TRANSFER.
11
a) For purposes of this Article 13, the terms "assign" and "assignment" shall mean
any act attempting to or document purporting to assign, transfer, sublet, enter into license or
concession agreements for Tenant's interest in the Premises or any part thereof.
b) Tenant shall not assign this Lease or Tenant's interest in the Premises without
obtaining the prior written consent of Landlord, which consent may be withheld at Landlord's
sole discretion. Any attempt to assign this Lease without the prior written consent of Landlord
shall, at Landlord's option, be null and void and shall be a breach hereof.
c) Any assignment to which Landlord has consented shall be by an instrument in
writing, satisfactory to Landlord, and any assignee, sublessee, transferee, licensee,
concessionaire or mortgagee shall agree for the benefit of Landlord to be bound by, assume and
perform all,the terms, covenants, and conditions of this Lease. Consent by Landlord to any
assignment shall not constitute consent to any subsequent assignment and notwithstanding
Landlord's consent, Tenant shall remain fully liable hereunder as primary obligor during the
unexpired term of this Lease.
d) Landlord need not commence its review of any proposed assignment or respond to
any request by the Tenant with respect thereto unless and until it has received from the Tenant
such information as may reasonably be required in order to form a prudent judgment as to the
acceptability of the proposed transfer, including, without limitation, the following:
i) Adequate descriptive information concerning the business to be conducted by
the proposed transferee.
ii) The transferee's financial capacity.
iii) The past two years Federal Income Tax return(s) of the proposed transferee.
iv) Banking references of the proposed transferee.
v) A resume of the business background and experience of the proposed
transferee.
vi) A statement of the business plan of the retail business to be conducted in
the Premises by the transferee, including a description of the type of service and merchandise,
advertising plan, and a forecast of results projected for the first 3 full years of operation.
vii) At least 3 business and personal references for the proposed transferee.
viii) An executed copy of the instrument by which Tenant proposes to effectuate
the transfer; and
ix) A check in the amount of $2,000, as a non-refundable deposit to reimburse
Landlord for its reasonable out of pocket expenses and administrative time.
ARTICLE 14. DEFAULT.
12
14. 1. Tenant's Default. The occurrence of any one or more of the following events
shall constitute a default and breach of this Lease by Tenant:
a) Abandoning or vacating of the Premises; or
b) Failing to pay any rental payment or any other charges when due and payable by
Tenant; or
c) Failing to promptly and fully perform any other covenant, condition or agreement
contained in this Lease should such failure continue for 30 days after written notice thereof from
Landlord to Tenant.
14.2. Remedies. In the event of Tenant's default hereunder, in addition to any other
rights or remedies Landlord may have under any law, Landlord shall have the right, at Landlord's
option, without further notice or demand of any kind to do the following:
a) Terminate this Lease and Tenant's right to possession of the Premises and reenter
the Premises and take possession thereof, and Tenant shall have no further claim to the Premises
or under this Lease; or
b) Continue this Lease in full force and effect, reenter and occupy the Premises for
the account of Tenant and collect any unpaid rental or other charges which have or may
thereafter become due and payable; or
c) Re-enter the Premises under the provisions of subparagraph (b), and thereafter
elect to terminate this Lease and Tenant's right to possession of the Premises.
Should Landlord re-enter the Premises under the provisions of subparagraphs (b) or (c)
above, Landlord shall not be deemed to have terminated this Lease or the obligation of Tenant to
pay any rental or other charges thereafter accruing, unless Landlord notifies Tenant in writing of
Landlord's election to terminate this Lease and release Tenant of all of their respective
obligations. In the event of any re-entry or retaking of possession by Landlord, Landlord shall
have the right, but not the obligation, to remove all or any part of the personal property in the
Premises and to place such property in storage at a public warehouse at the expense and risk of
the Tenant.
Should Landlord elect to terminate this Lease under the provisions of subparagraph (a) or
(c) above, Landlord may recover as damages from Tenant the following:
a) The worth at the time of award of any unpaid rental which had been earned at the
time of termination; plus
b) The worth at the time of the award of the amount by which the unpaid rent which
would have been earned after termination until the time of award exceeds the amount of such
rental loss that Tenant proves could have been reasonably avoided; plus
13
c) The worth at the time of the award of the amount by which the unpaid rental for the
balance of the term after the time of award exceeds the amount of such rental loss that Tenant
proves could be reasonably avoided; plus
d) Any other amount necessary to compensate Landlord for all detriment proximately
caused by Tenant's failure to perform its obligations under this Lease or which in the ordinary
course of things would be likely to result therefrom, including but not limited to, any costs or
expenses, including attorney's fees, incurred by Landlord in:
i) Retaking possession of the Premises.
ii) , Maintaining the Premises after Tenant's default.
iii) Preparing the Premises for reletting to a new tenant including any repairs or
alterations, and
iv) Reletting the Premises including brokers' commissions.
"The worth at the time of the award," as used in above, is to be computed by allowing interest at
the prime rate reported by the Federal Reserve Bank at the time of the award plus one percent
(1%). per annum. "The worth at the time of the award," as used in (3) above, is to be computed
by discounting the amount at the discount rate of the Federal Reserve Bank situated nearest to
the location of the Premises at the time of the award plus one percent (1%).
The purported waiver by Landlord of any breach of any term, covenant, or condition of
this Lease shall not be deemed a waiver of such term, covenant or condition or of any subsequent
breach of the same or any other term, covenant or condition, unless such waiver is contained in a
writing executed by Landlord. Acceptance of rental by Landlord subsequent to any breach
hereof shall not be deemed a waiver of any preceding breach other than the failure to pay the
particular rental so accepted, regardless of Landlord's knowledge of any breach at the time of
such acceptance to rental.
14.3. Landlord's Default. If Landlord fails to perform any covenant, condition or
agreement contained in the Lease within 30 days after receipt of written notice from Tenant
specifying such default, or if such default cannot reasonably be cured within 30 days, if Landlord
fails to commence to cure within said 30 day period, then Landlord shall be in default hereof.
Tenant's sole remedy in the event of any default by Landlord shall be limited to seeking actual,
proven damages and/or an injunction. In no event shall consequential or punitive damages be
awarded.
ARTICLE 15. N/A
ARTICLE 16. HAZARDOUS MATERIALS.
14
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For purposes hereof, "Hazardous Materials" shall mean any and all flammable
explosives, radioactive material, hazardous waste, toxic substance or related material, including
but not limited to those materials and substances defined as "hazardous substances", "hazardous
materials", "hazardous wastes" or "toxic substances" in the Environmental Laws. For purposes
hereof, "Environmental Laws" shall include: The Comprehensive Environmental Response,
Compensation and Liability Act of 1980, 42 U.S.C. Section 9601 et seq.; the Hazardous
Materials Transportation Act, 39 U.S.C. Section 1801, et seq.; the Solid Waste Disposal Act, as
amended by the Resource Conservation and Recovery Act, 42 U.S.C. Section 6901 et seq.; the
Federal Clean Water Act, 33 U.S.C. Section 1251 et seq.; the Clean Air Act, 42 U.S.C. Section
7401 et seq.; the Porter-Cologne Water Quality Act, California Water Code Section 13020 et
seq.; the California Health and Safety Code, Section 25100 et seq.; and California Proposition 65
(including its statutory implementation), including all amendments thereto, replacements thereof,
and regulations adopted and publications promulgated pursuant thereto.
a) Tenant agrees that during the Term of this Lease, Tenant shall not be in violation
of any federal, state or local law, ordinance or regulation relating to industrial hygiene, soil,
water, or environmental conditions on, under or about the Premises, including but not limited to,,
the Environmental Laws.
b) Tenant further agrees that during the Term of this Lease, there shall be no use,
presence, disposal, storage, generation, release, or threatened release of Hazardous Materials on,
from or under the Premises by Tenant or its employees, agents, contractors, guests, or invitees.
c) Tenant acknowledges that neither Landlord nor any agent, officer, broker, or other
representative thereof has made any warranty or representation to Tenant regarding the presence
or absence of Hazardous Materials on, under or about the Premises and that if Hazardous
Materials inspection, monitoring, testing, removal or remediation be required in respect of
Premises, and if such removal or other work shall have been caused by or resulted from Tenant's
use or alteration of the Premises, such shall be performed by Tenant at its sole cost and expense,
and whether the work be structural or not.
d) Tenant shall indemnify, defend, protect and hold harmless Landlord, its brokers,
directors, officers, employees, partners, and agents from and against any and all losses, claims,
demands, actions, damages (whether direct or consequential), penalties, liabilities, costs and
expenses, including all attorneys' fees and legal expenses, arising out of any violation or alleged
violation by Tenant, its agents, employees, contractors, customers and invitees of any of the laws
or regulations referred to in this Article, or breach of any of the provisions of this Article.
ARTICLE 17. GENERAL PROVISIONS
17.1. Sale of Landlord's Interest. In the event of any sale or transfer by Landlord of
the Premises or the Property, assignment of this Lease by Landlord and assumption of said lease
by Landlord's successor, Landlord shall be and is hereby entirely freed and relieved of any and
all liability and obligations contained in or derived from this Lease arising out of any act,
occurrence or omission relating to the Premises or this Lease. If any security deposit or prepaid
15
a --Z, Y
rent has been paid by Tenant, Landlord may transfer the security deposit or prepaid rent to
Landlord's successor and upon such transfer, Landlord shall be relieved of any and all further
liability with respect thereto.
17.2. Estoppel Statement. Within 10 days following Tenant's receipt of written notice
from Landlord, Tenant shall execute and deliver to Landlord or Landlord's designee, a written
statement certifying
a) That this Lease is unmodified and in full force and effect, or in full force and effect
as modified and stating the modifications.
b) The amount of Base Rent and Percentage Rent and the date to which said rent and
other charges have been paid.
c) The amount of any security deposited with Landlord; and
d) That Landlord is not in default hereunder or, if Landlord is claimed to be in
default, stating the nature of any claimed default. Any such statement may be relied upon by a
purchaser, assignee or lender. Tenant's failure to execute and deliver such statement within the
time allowed shall be conclusive upon Tenant that:
i) This Lease is in full force and effect and has not been modified except as
represented by Landlord.
ii) There are no uncured defaults in Landlord's performance and that Tenant has no
right of offset, counter-claim or deduction against rental; and
111) Not more than one month's rent has been paid in advance.
17.3. Financial Statement. N/A
17.4. Subordination; Attornment. Upon written request of Landlord, or any
mortgagee, or deed of trust beneficiary of Landlord, Tenant shall, in writing, subordinate its
rights hereunder to the lien of any mortgage, or deed of trust, and to all advances made or
hereafter to be made upon the security therefore. The holder of any security interest may, upon
written notice to Tenant, elect to have this Lease prior to such security interest regardless of the
time of the granting or recording of such security interest.
In the event of any foreclosure sale, or transfer in lieu of foreclosure, Tenant shall
attorn to the purchaser or transferee, and recognize such party as Landlord under this Lease,
provided such party acquires and accepts the Premises subject to and agrees not to disturb this
Lease.
17.5 Access to Premises.
16
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a) Landlord and Landlord's agents shall have the right to enter the Premises to show
the Premises to lenders, prospective tenants, or others, or to repair the Premises and/or the
Property or for any other purpose not in conflict with the provisions of this Lease.
b) The use thereof, together with the right to install, maintain, use, repair and
replace, pipes, ducts, conduits, wires, and structural elements leading through the Premises
serving other parts of the Property, are hereby reserved unto Landlord. Tenant understands that
gas, sewer, electrical and water lines, water heaters and other items serving the upper second and
third floors of the Property are located in the basement, walls and ceiling of the Premises and
Landlord shall have the right to access these areas to service these and other items. Such
reservation shall in no way affect the maintenance obligations imposed and established herein.
c) , Landlord may at any time, place "For Sale" signs on or about the Premises and
may, during the last 6 months of the term hereof, place "For Lease" signs on or about the
Premises. Tenant shall furnish Landlord with:
i) Two full sets of keys for each door entering the Premises and any keys necessary
to access any part of the interior of the Premises; and
ii) Any and all alarm codes in effect at all times of the Term. Tenant shall not place
additional locks or deadbolts of any kind on any of the doors for which Landlord is not provided
a full set of keys.
d) Tenant shall not be responsible for any claims arising from this Section 17.5.
Landlord shall indemnify, defend and hold Tenant harmless from any liability or claims of loss
of any kind that may arise from Landlord's exercise of its right of access.
17.6 Holding Over. If Tenant, with Landlord's consent, retains possession of the
Premises after the expiration of the Term or termination of this Lease, such possession shall be
deemed to be a month-to-month tenancy terminable upon 30 days written notice given at any
time by either party. Any such month-to-month tenancy shall be subject to all provisions of this
Lease except those pertaining to Term.
17.7 Merger. The voluntary or other surrender of this Lease by Tenant of termination
hereof shall not cause a merger but shall, at Landlord's option, terminate any existing
subtenancies or operate as an assignment to Landlord of any such subtenancies.
17.8 Recording. This Lease or a memorandum thereof shall not be recorded by
Tenant. Landlord shall be entitled to record a memorandum of this Lease.
17.9 Prior Agreements; Amendments. This Lease represents the entire agreement
between the parties pertaining to the Premises and supersedes and cancels any and all previous
negotiations, agreements, representations, agreements and communications between the parties
whether written or oral, and none of the foregoing shall be used to construe or interpret this
Lease. This Lease may be amended or modified only by a written instrument executed by both
Landlord and Tenant.
17
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17. 10. Attorneys' Fees. In the event of any action at law or suit in equity to interpret or
enforce the provisions of this Lease, the prevailing party shall be entitled to recover from the
other reasonable attorneys' fees and costs.
17.11 Remedies; Choice of Law. No remedy or election exercised hereunder shall be
deemed exclusive but shall be cumulative with all other remedies at law or in equity. The laws
of the State of California shall govern this Lease and the venue for resolving any disputes arising
therefrom shall be the County of Marin.
17.12 Successors and Assigns. Subject to the provisions regarding assignment
contained herein, this Lease shall apply to and bind the heirs, personal representatives,
successors and assigns of the parties hereto.
17.13 Severability/Interpretation. A final determination by a court of competent
jurisdiction or any person acting as an Arbitrator, as defined herein, (collectively "Judge") that
any provision of this Lease is invalid shall not affect the validity of any other provision, and any
provision so determined to be invalid shall, to the extent possible, be construed to accomplish its
reflected intent. In the event that a dispute arises regarding the interpretation of one or more
provisions of this Lease, the Landlord shall not be prejudiced by the decision of the Judge, based
upon the fact that the Landlord drafted this Lease document.
17.14 Authority. If Tenant is a corporation or partnership, each individual executing
this Lease on behalf of Tenant hereby warrants and represents that he is duly authorized to
execute this Lease on behalf of said corporation or partnership and upon execution of this Lease,
will deliver to Landlord a certified copy of the resolution of the Board of Directors of said
corporation or certified copy of the partnership agreement of said partnership, as the case may
be, authorizing execution of the Lease and naming the officers or partners who are authorized to
execute this Lease on behalf of Tenant.
17.15 Signs. Tenant shall not place or suffer to be placed or maintained on the Premises
any interior or exterior sign, advertisement, decoration, marquee or awning that is visible from
the exterior of the Premises (Signage) without the prior written consent of Landlord which
Landlord shall not unreasonably withhold. In no event shall any signs, credit card emblems, or
other identification or materials be attached to or placed against any windows on or about the
Premises, with the sole exception that lettering and/or logos may be applied directly to the inside
of any such windows, backed with a clear sealant, provided that Landlord has previously
consented to the design, location, and size therefore. Tenant, upon request of Landlord, shall
immediately remove any such Signage which, in the opinion of Landlord, is objectionable or
offensive, nonconforming, or erected without consent, and if Tenant fails so to do, Landlord may
enter upon said Premises and remove the same. Tenant, at its sole expense, shall obtain all
approvals required by any and all governmental agencies for said signage. All Signage shall be
maintained by Tenant at its own expense. Landlord has reserved the exclusive right to the
exterior walls of the second floor and roof of the Property.
18
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17.16 Time of Essence. Time is of the essence in the performance of each and every
term, covenant and condition of this Lease.
17.17 Covenants and Conditions. Each and every provision of this Lease to be
performed by Tenant shall be deemed both a covenant and condition.
17.18 Captions. The article and section captions contained herein are for reference
purposes only and are not a part of this Lease.
17.19 Waiver. A waiver by Landlord of any breach or default shall not be deemed a
waiver of any other breach or default. Landlord's consent to or approval of any act by Tenant
requiring such consent or approval shall not be deemed to waive or abrogate the requirement of
Landlord's consent or approval of any subsequent or similar act.
17.20 No Setoffs. All payments to be made by Tenant hereunder shall be paid to
Landlord without notice or demand and without adjustment, deduction or setoff, in lawful money
of the United States.
17.21 Force Majeure. Any prevention, delay or stoppage which is due to strikes, labor
disputes, inability to obtain labor, materials, equipment or reasonable substitutes therefore, acts
of God, governmental restrictions or regulations or controls, judicial orders, enemy or hostile
government actions, civil commotion, fire or other casualty, or other causes beyond the
reasonable control of Landlord, shall excuse performance by Landlord for a period equal to the
duration of such prevention, delay or stoppage.
17.22 Notices. Wherever in this Lease it is required or permitted that notice or demand
be given or served by either party to this Lease to or on the other, such notice or demand shall be
in writing and shall be deemed duly served or given only if personally delivered or three business
days after the date it is sent by United States mail, certified, or registered, postage prepaid, to the
address of the parties as specified below. Notwithstanding the foregoing, bills for rent and other
sums due hereunder may be sent by regular first-class mail and shall be deemed delivered when
mailed.
To Landlord:
Zelinsky Properties
130 Main St
Tiburon, CA 94920
To Tenant:
Office of the Town Manager
Tiburon Town Hall
1505 Tiburon Blvd.
Tiburon, CA 94920
Landlord and Tenant may change their respective addresses for notices by giving notice
of such new address in accordance with this section 17.22.
17.23 Brokers. Tenant warrants that it has had no dealings with any real estate broker
or agent in connection with the negotiation of this Lease and Tenant knows of no other real
estate broker or agent who is entitled to a commission in connection with this Lease. This Lease
19
has been prepared for submission to Tenant's broker and attorney for its review. Tenant shall
rely on its advisors to interpret all terms and conditions herein.
ARTICLE 18. N/A
LANDLORD:
Zelinksy Properties, LLC
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Its:
TENANT:
Lam... 9
By. 3
Margaret A. Curran
Its: Town Manager
APPROVED AS TO FORM:
Ann R. Danforth, Town Attorney
Attorney for Zelinsky Properties.
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Summary of Liability Program 2012-13
The Association of Bay Area Gov ernments (ABAG) is resp onsible for ad ministering t he Poo led Liab ility
Assurance Network (PLAN) Corporation. The PLAN is a non-profit corporation, formed in 1986, whose purpose
is to be nefit the citizens of each member community by establishing a stable, cost-effective self-ins urance, risk
sharing and risk management program for each m ember. ABAG administers the PLAN unde r the direction of its
member communities.
Coverage Provided: General and Auto Liability
• Bodily Injury
• Property Damage
• Person4lInjury
• Public Officials Errors And Omissions
• Employee Benefit Plan Administration Liability
Maior Exclusions or Uncovered Damages:
■ Intentional or Expected Damages
• Pollution
• Hospital or Airport Operations
• Dam Failure or Destruction
• Nuclear Material
• Eminent Domain, Condemnation, Inverse Condemnation
• Aircraft
• Transit Systems
• Failure to Supply Gas, Water, or Electricity
• Workers Compensation, Disability or Unemployment Benefits
• Employment Practices Liability
• Damages to a Covered Party
• Punitive Damages
Details for Fiscal Year 2012-13
Policy Term: 7/1/2012 to 7/1/20 13
Primary Coverage: ABAG PLAN Corporation
Policy Number: GAL 2012-13
Limit of Liability: $5 Million Per Occurrence, EXCEPT $250,000 for Employee Benefit Plan
Ad ministration Liability
Excess Coverage: Insurance Company of the State of PA
Policy No.: 6907982
Limit of Liability: $10 Million Excess $5 Million PLAN Coverage
Excess Coverage: Lexington Insurance Company
Policy No.: 6502580
Limit of Liability: $10 Million Excess $5 Million PLAN Coverage and $10 Million ICSPA Excess Policy
See attached Summary of Excess Insurance for More Information
Covered Entities & Deductible:
American Canyon: $25K; Atherton: $25k; Benicia: $25k, Burlingame: $250k; Campbell:$100k; Central County
Fire Department: 250k; Colma: $50k; Cupertino: $250k; Dublin: $50k; East Palo Alto: $100k; Foster City: $100k;
Gilroy: $50k; Half Moon Bay: $50k; Hillsborough $50k; Los Altos Hills: $25k; Los Gatos: $50k; Millbrae: $100k;
Milpitas: $100k; Morgan Hill: $100k; Newark: $100k; Pacifica: $50k; Portola Valley: $25k; Ross: $25k;
San Bruno: $100k; San Carlos: $100k; Saratoga: $25k; South San Francisco: $100k; Suisun City: $25k;
Tiburon: $50k, Woodside: $25k.
This summary is for informational purposes only and does not alter, amend or change the coverage.
Please refer to the Memorandum of Coverage for actual terms conditions & exclusions.
REP, M
A)L 4 titan r
ALLIA-N I" SPECIALTY GROUP
Excess Liability - $10mil xs $5mil SIR
Summary of Insurance 201212013
Named Insured: ABAG PLAN Corporation
(See Named Insured Listing)
Coverage: Special Excess Liability Policy for Public Entities
Company: The Insurance Company of the State of Pennsylvania
A.M. Best's Rating: A AY (effective 01127112)
Standard & Poor's Rating: A (effective 02128111)
California Status: Admitted
Policy Term: July 1, 2012 - July 1, 2013
Policy Number: 6907982
Limits of Insurance: AaQrep-ate Limits
$ 10,000,000 Products-Completed Operations Hazard Aggregate
$ 10,000,000 Errors & Omissions Li ability Aggregate, other than personal
and advertising injury offense wrongful acts
$ 10,000,000 Employee Benefit Liability Aggregate
Per Occurrence or Wrongful Act or Emolovee Benefit Wrongful Act Limit
$ 10,000,000 Any one occurrence or wrongful act or em ployee benefit
wrongful act or series o f continuo us, repeated, or related
occurrences or wrongful acts or employee benefit wrongful
acts in excess of your retained limit
Retained Limit: $ 5,000,000 Any one occurrence or wrongful act or em ployee benefit
wrongful act or series o f continuo us, repeated, or related
occurrences or wrongful acts arising out of em ployment
practice liability, and
$ 5,000,000 Any o ne wrongful act arising out of em ployment practice
liability, or series of continuous, repeat ed, or related wrongful
acts arising out of employment practice liability.
Rate/Audit: Not subject to Audit
AI hant I11SUrance Services. Inc. • 100 Pine Street • 9th Floor • San Francisco. CA 941 11
Phone (41-5) 403-1,100 • ia11ti11sr1rari~.e.conl • Licensc No. OC'76861
r
AL:IIANT SPECLILY'Y GROUP
Excess Liability - $10mil xs $Smil SIR
Summary of Insurance 201212013
Notify the following in the event of a loss:
Alliant Insurance Services - Claims Department
Mr. Robert (Bob) Frey, Claims Manager
Alliant Insurance Services, Inc.
100 Pine Street, 11`t' Floor
San Francisco, CA 94111
Main Phone: 415.403.1400
Fax: 415.403.1466
rfrey(,aalliantinsurance.com
Alliant Insurance Services. Inc.
Broker: Seth Cole
First Vice President
Direct: 415.403.1419
scole ,,alliantinsurance.com
CSR: Stacey Weeks
Unit Manager
Direct: 415.403.1448
sweeksraallianti nsurance.com
Phuntsok Gaphel
Account Representative
Direct: 415.403.1447
pgaphel(aalIianti nsurance.com
Alliant embraces a policy of transparency with respect to its co mpensation from insurance transactions. Details on our
compensation policy, including the types of income that Alliant may earn on a placement, are available on our website at
http://www.alliantinsurance.com. For a copy of our policy or for any inquires regarding compensation issues pertaining
to your account you may also contact us at: Allian t Insurance Services, Inc., Attention: General Counsel, 701 B Street,
6th Floor, San Diego. CA 92101.
All iant IIIsurance Services. Inc. • 100 Pine Street • 9th floor • San 1-rancisco, CA 9411 11
Phone (41-51-1.03- 1.1-00 • v.NvNi,.a11iaiitinsurance.coni • License No. 00686 1
v'A/liant
ALLiA_NT SPECIALTY GROUP
Excess Liability - $10mil xs $Smil SIR
Summary of Insurance 201212013
Named Insured Listing 201212013
ABAG PLAN Corporation
1. American Canyon, City of
2. Atherton, Town of
3. Benicia, City of
4. Burlingame, City of
5. Campbell, City of
6. Central County Fire Department
7. Colma, Town of
8. Cupertino, City of
9. Dublin, City of
10. East Palo Alto, City of
11. Foster City, City of
12. Gilroy, City of
13. Half Moon Bay, City of
14. Hillsborough, Town of
15. Los Altos Hills, Town of
16. Los Gatos, Town of
17. Millbrae, City of
18. Milpitas, City of
19. Morgan Hill, City of
20. Newark, City of
21. Pacifica, City of
22. Portola Valley, Town of
23. Ross, Town of
24. San Bruno, City of
25. San Carlos, City of
26. Saratoga, City of
27. South San Francisco, City of
28. Suisun City, City of
29. Tiburon, Town of
30. Woodside, Town of
A111ant Insurance SCI-VIC2S, Inc. • 100 fine SLI'Cet • 9111 11001' • S<Irt I rancisco. (.`A 9411 1
Phone (415) =103-1400 • ~i-w~ .~~lli ~i~tirtsurarzce.cc~~~i • License ~t:~. OC'36961
A)LAInant
rALLIANT SPECIALTY GROUP
Excess Liability - $IOMxs $IOMxs $5M SIR
Summary of Insurance 201212013
Named Insured: ABAG PLAN Corporation
(See Named Insured Listing)
Coverage: Follow Form Excess Liability - Occurrence
Company: Lexington Insurance Company
A.M. Best's Rating: A XV (effective 01127112)
Standard & Poor's Rating: A (effective 02128111)
California Status: Non-Admitted
Policy Form: Dec: LX8386 (04/08) FF XS LIABILITY DEC (OCC)
Text: LX8387 (04/08) FF XS LIABILITY TXT (OCC)
Policy Term: July 1, 2012 - July 1, 2013
Policy Number: 6502580
Limits of Insurance: $ 10,000,000 Each Occurrence
$ 10,000,000 Annual Aggregate
Defense Expenses:
Exposure Basis:
Population: 860,
Rate: FLAT
Underlying Insurance:
Inside Policy Limit
Population
000
Company:
The Insurance Company of the State of PA
Policy Number:
6907982
Policy Period:
From 07/01/12 to 07/01/13
Lim its:
$10,000,000 Each Occurrence
$10,000,000 Products-Completed Operations Hazard
Aggregate
$10,000,000 E&O Liability Aggregate
$10,000,000 EBL Aggregate
SIR:
$5,000,000
( 111ant Insurwice Services. Inc. - 100 Pine Street - 1 I'll Iloor - San F'rancisco. CA 94111
Phone ('115) 403-1.40 } - 1N,,wN~,~illi iiltinSll('aiice.coin - License No. 0036861
&)4l/iant
Excess Liability - $1OMxs $1OMxs $SM SIR
Summarv of Insurance 201212013
Notify the following in the event of a loss:
Alliant Insurance Services - Claims Department
Mr. Robert (Bob) Frey, Claims Manager
Alliant Insurance Services, Inc.
100 Pine Street, I I" Floor
San Francisco, CA 94111
Main Phone: 415.403.1400
Fax: 415.403.1466
rfreyn.alliantinsurance.com
Alliant Insurance Services, Inc.
Broker: Seth Cole
First Vice President
Direct: 415.403.1419
scolenalliantinsurance.com
CSR: Stacey Weeks
Unit Manager
Direct: 415.403 1448
sweeks(alal liantinsurance.cotn
Phuntsok Gaphel
Account Representative
Direct: 415.403.1447
paaphel(ii),alliantinsurance.com
ALLI ANT SPECIALTY GRO P
Alliant embraces a policy of transparency with respect to its compensation from insurance transactions. Details on
our compensation policy, including the types of income that Alliant may earn on a placement, are available on our
website at http://www.alliant:insurance.com. For a copy of our policy or for any inquires regarding compensation
issues pertaining to your account you may also contact us at: Alliant Insurance Services, Inc., Attention: General
Counsel, 701 B Street, 6th Floor, San I)iego, CA 92101.
Alliant Insurance Services. Inc. • 100 Fine Street • 1 I'll Floor • San Francisco. CA 94111
Phone (415) 403-1400 • tivwxll.alliantinsurance.coln • License N~o. OC36861
y4!liant
Excess Liability - $1OMxs $1OMxs $5M SIR
Summary of Insurance 201212013
Named Insured Listing 201212013
ABAG PLAN Corporation
1. American Canyon, City of
2. Atherton, Town of
3. Benicia, City of
4. Burlingame, City of
5. Campbell, City of
6. Central County Fire Department
7. Colma, Town of
8. Cupertino, City of
9. Dublin, City of
10. East Palo Alto, City of
11. Foster City, City of
12. Gilroy, City of
13. Half Moon Bay, City of
14. Hillsborough, Town of
15. Los Altos Hills, Town of
16. Los Gatos, Town of
17. Millbrae, City of
18. Milpitas, City of
19. Morgan Hill, City of
20. Newark, City of
21. Pacifica, City of
22. Portola Valley, Town of
23. Ross, Town of
24. San Bruno, City of
25. San Carlos, City of
26. Saratoga, City of
27. South San Francisco, City of
28. Suisun City, City of
29. Tiburon, Town of
30. Woodside, Town of
ALLIANT SPEC:'IALTY GRO P
A111ant Insurance Services, [tic. • 100 Dine Street « 11"' Floor • San Francisco. CA 94111
Phone (=115) 403-1400 • ~~E~~~.~tlliitntins~ar~tlce.cotn • License. No. 686l