HomeMy WebLinkAboutCarlsbad Unified School District; 1994-07-26;4!R!TE !T- DON'T SA& l!T!
Date July 26
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This is a copy of the original agreement that is filed in the manil "45 t st'.
Settlement and Release Agreement with CUSD.
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AGREEMENT OF SEVLEMENT AND RELEA5;E
1. PARTIES: The parties to this Agreement of Settlement and Releast
("Agreement") are the Carlsbad Unified School District (the "School Diistrict" or "CUSD")
Aviara Land Associates Limited Partnership ("Aviara"), and the City of Carlsbad, the
Planning Commission of the City of Carlsbad, the Housing and Redevelopment Commissio,
of the City of Carlsbad, and the City Council of the City of Carlsbad (collectively, the
"City 'I).
2. RECITALS: This Agreement is made with reference to the followin1
facts:
2.1 Certain disputes and controversies (collectively, "Disputes")
have arisen among the parties hereto regarding school fees and related mitigation measures
the School District contends are due in connection with a 344 unit "affordable housing"
project proposed by Aviara and approved by the City, commonly referred to as "The Villas
2.2 The School District has contended, among other things, that
certain zoning and other approvals (the "Approvals") enacted by the City on or about
October 26 and/or November 3, 1993 with respect to The Villas violated CEQA and other
state and local law, failed to adequately mitigate effects on CUSD, and were otherwise
improper. Aviara and the City have denied CUSD's allegations, and believe that the
Approvals were lawful and proper in all respects. Aviara contends that those portions of TI
Villas which consist of one-bedroom units will not result in any additional student populatio
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Although CUSD disputes this contention, CUSD is amenable to resolving the Disputes and
the Litigation by settlement as set forth herein.
2.3 The Disputes include, but are not limited to, the claims,
demands, causes of action, obligations, damages, and liabilities between the parties hereto s
forth in the petition entitled Carlsbad Unified School District v. City of Carlsbad. et al. (thi
"Petition"), which was filed by counsel for CUSD in the Superior Court for the State of
California in the County of San Diego North County Branch on or about November 26,
1993, as Case No. N61929 (the "Litigation").
2.4 The Disputes also include the Cross-Compllaint filed in the
Litigation on or about February 16, 1994 by the City.
2.5 Aviara's Motion for Judgment on the Pleadings, which the Cit
joined, was heard by the Court on April 21, 1994 and denied by Minute Order dated May
10, 1994. The Litigation was set for trial on June 22, 1994. On June 6, 1994, the parties
stipulated to a continuance of the trial so that the settlement embodied by this Agreement
could be negotiated and documented. Upon filing of the stipulation the Court ordered a
continuance of the trial date to August 1, 1994.
2.6 Except as otherwise provided herein, it is the intention of the
parties hereto to settle and dispose of, fully and completely, any and all claims, demands,
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causes of action, obligations, damages and liabilities of any nature whatsoever between the
parties hereto existing, whether known or unknown, arising out of, coninected with or
incidental to the Disputes including, without limitation on the generality of the foregoing, a
and all claims, demands and causes of action reflected in the Petition, the Cross-Complaint
and in the Litigation.
Now, therefore, the parties agree as follows:
3. MITIGATION PAYMENT AND OTHER CONSIDERATION:
Aviara shall pay to CUSD in connection with mitigation of school facilities impacts from
The Villas as follows:
3.1 Concurrently with the pulling of building permits for The Villi
Aviara shall pay an amount equal to $3.78 per each square foot of assessable space in each
unit of The Villas. These fees will be paid as each permit is pulled. For example, if Avia
pulls building permits for 30 units, it will at that time pay $3.78 per each square foot of
assessable area in each of those 30 units. The payments under this section shall be increase
annually beginning June I, 1995. Such adjustments shall be based upon increases set forth
the U.S. City Average All Items Consumer Price Index for All Urban Consumers publishec
by the United States Department of Labor, Bureau of Labor Statistics for the preceding
twelve months. Therefore, the first increase effective June 1, 1995 shall be adjusted based
on such index for the period of January 1, 1994 and January 1, 1995. Such adjustments
shall not reduce the payments to CUSD.
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3.2 Subject to the terms set forth herein the Approvals are hereby
confirmed and agreed by all parties to be in full force and effect. CUSD hereby forever
withdraws, releases, abandons and waives any and all objections to the Approvals.
4. DISMISSAL: CUSD and the City shall dismiss the Litigation with
prejudice as to all parties, each party to bear its own attorneys, fees and costs. The City ai
the School District hereby irrevocably authorize their counsel of record to file a Request fo
Dismissal substantially in the form attached hereto as Exhibit A.
5. NO PRECEDENT: The parties agree that the settlement embodied t
this Agreement is not intended to be used as precedent by any party in any future
disagreement with regard to school fees in connection with respect to developments or
projects other than The Villas. This Agreement is not admissible in any future litigation 01
administrative hearing, and shall not be cited by either party in any future negotiation,
hearing or litigation relating to school fees. The parties acknowledge this Agreement is
made against the backdrop of a unique legal situation (namely, that the Approvals were
enacted under former law), and agree that this Agreement has no effect on any "affordable
housing" project or other development other than The Villas.
6. RELEASES: In consideration of the mutual releases contained hereir
and for other good and valuable consideration, the receipt of which is aicknowledged by ea(
party hereto, the parties promise, agree and release and discharge as follows:
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6.1 Except as to such rights or claims as may be created by this
Agreement, each party hereby releases, remises and forever discharges each other party, i
officers, agents, servants, employees, representatives, assigns, successors-in-in terest,
predecessors-in-interest, partners, and attorneys from any claims, demands, causes of actic
obligations, damages, and liabilities between the aforementioned parties, existing prior to
effective date hereof, whether known or unknown, arising out of, connected with or
incidental to the Disputes including, without limitation on the generality of the foregoing,
and all claims, demands, cause or causes of action, obligations, damages, and liabilities
relating to the Petition, the Cross-Complaint, and the Litigation.
6.2 Aviara and the City waive any right they may have to appea
otherwise challenge the Court’s denial of their Motion for Judgment on the Pleadings.
7. REPRESENTATIONS AND WARRANTIES: Each of the parties tc
this Agreement represents, warrants and agrees as to itself as follows:
7.1 Each party has received independent legal advice from its
attorneys with respect to the advisability of making the settlement provided for herein, an(
with respect to the advisability of executing this Agreement.
7.2 No party (nor any officer, agent, employee, representative, o
attorney of or for any party) has made any statement or representation to any other party
regarding any fact relied upon in entering into this Agreement, and each party does not re
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upon any statement, representation or promise of any other party (or of any officer, agent,
employee, representative, or attorney for the other party), in executing this Agreement, or
making the settlement provided for herein, except as expressly stated in this Agreement.
7.3 Each party to this Agreement has made such investigation of I
facts pertaining to this settlement and this Agreement and of all the matters pertaining then
as it deems necessary.
7.4
Agreement and understands the contents hereof. The officers executing this Agreement on
behalf of the parties are empowered to do so and hereby bind each entity.
Each party or responsible officer thereof has read this
7.5 In entering into this Agreement and the settlement provided fo
herein, each party assumes the risk of any misrepresentation, concealment or mistake. If a
party should subsequently discover that any fact relied upon by it in entering into this
Agreement was untrue, or that any fact was concealed from it, or that its understanding of
the facts or the law was incorrect, such party shall not be entitled to any relief in connectio
therewith, including, without limitation on the generality of the foregoing, any alleged righl
or claim to set aside or rescind this Agreement. This Agreement is intended to be and is th
final and binding Agreement between the parties hereto, regardless of any claims of
misrepresentation, promise made without the intention of performing, concealment of fact,
mistake of fact or law, or of any other circumstance whatsoever.
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7.6 Each party has not heretofore assigned, transferred, or grantec
or purported to assign, transfer, or grant, any of the claims, demands, and cause or causes
action disposed of by this Agreement.
7.7 Each term of this Agreement is contractual and not merely a
recital.
7.8 Each party is aware that it may hereafter discover claims or
facts in addition to or different from those it now knows or believes to be true with respecl
- to the matters related herein. Nevertheless, it is the intention of the parties to fully, finallj
and forever settle and release all such matters, and all claims relative thereto, which
presently exist, may exist, or heretofore have existed between them relating to the Dispute:
In furtherance of such intention, the releases given herein shall be and remain in effect as i
and complete mutual releases of all such matters, notwithstanding the discovery or existenc
of any additional or different claims or facts relative thereto.
7.9 The parties will execute all such further and additional
documents as shall be reasonable, convenient, necessary or desirable to carry out the
provisions of this Agreement.
8. SETTLEMENT: This Agreement effects the settlement of claims
which are denied and have been vigorously contested. Nothing contained herein shall be
construed as an admission by any party hereto of any liability of any kind to any other part
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Each of the parties hereto denies any liability in connection with any claims and intends
merely to avoid litigation and buy its peace.
9. MISCELLANEOUS :
9.1 This Agreement shall be deemed to have been executed withir
the State of California, and the rights and obligations of the parties hereunder shall be
construed and enforced in accordance with, and governed by, the laws of the State of
California.
9.2 This Agreement is the entire agreement between the parties WI
respect to the subject matter hereof and supersedes all prior and contemporaneous oral and
written agreements and discussions. This Agreement may be amended only by an agreeme
in writing.
9.3 This Agreement is binding upon and shall inure to the benefit
the parties hereto and their respective agents, employees, representatives, attorneys, officer
joint venturers, partners, subsidiaries and shareholders.
9.4 Each party has cooperated in the drafting and preparation of
this Agreement. Hence, in any construction to be made of this Agreement, the same shall
not be construed against any party.
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9.5 In the event of litigation relating to this Agreement, the
prevailing party, as determined by a court of competent jurisdiction, shall be entitled to
attorneys’ fees.
9.6 This Agreement may be executed in counterparts. When each
party has signed and delivered at least one such counterpart, each counterpart shall be
deemed an original and, when taken together with other signed counterparts, shall constitut
one agreement which shall be binding upon and effective as to all parties. No counterpart
shall be effective until alli parties hereto have executed and exchanged an executed
counterpart hereof.
9.7 This Agreement, consisting of ten pages and one exhibit, is
made and entered into as of TY CY 2 / , 1994, and is effective as of that date.
, 1994 CARLSBAD UNIFIED SCHOOL DISTRICT
BY
‘?/1 I , 1994
Attest
By: & /,k- +, 1994
City Clerk
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, 1994 AVIARA LAND ASSOCIATES LIMITED
PARTNERSHIP, a Delaware Limited Partnershi]
By: Aviara Land Company, a Delaware
Corporation [Gyneral Partner \&- c?- - A,,\
/--I --x- 7
D . L?- Cle‘men s
By: Republic Development Company, a - ------- Californi CoQoration, General Partner
p \ BY D.L. Clemens
APPROVED AS TO FORM: BOWIE, ARNESON, KADI, WILES &
GIANNONE
By: kl’bQl4 44 WL!LY
Attorheys for
CARLSBAD UNIFIED SCHOOL DISTRICT
9 k~ ,1 1 , 1994
xq I’ , 1994 SHEPPARD, MULLIN, RICHTER &
By: HAMi Timothy Attorneys B. Taylor for
Aviara Land Associates
Limited Partnership
4-4 &e , 1994 OLCa Q-. L
RONALD R. BALL, City Attorney, City of
Carlsbad
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PlaintWs): carlsbad Unified School
District
Defendants(s): city of Carksbad, et al.
OtnmtaO Eti8)
CASENUMBER N 61929
REQUEST FOR DISMISSAL
TYPE OF ACTION
C3 Personal Injury, Property Damage and Wrongfi
ci Domestic Relations c] Eminent Domain
[II7 Other: (speciry) . Petition.. f or. .wi
U ktor Vehicle c] Other
Mandate