HomeMy WebLinkAbout2005-10-11; City Council; 18306; Settlement La Costa de Marbella HOA v CityCITY OF CARLSBAD - AGENDA BILL
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TITLE: REPORTING OUT THE TERMS AND CONDITIONS OF
THE SETTLEMENT AS REQUIRED BY THE BROWN ACT IN
LA COSTA DE MARBELLA HOMEOWNER’S ASSOCIATION V.
CITY OF CARLSBAD, GIC 822967 1 DEPT. HD.
CITY ATTY.
CITYMGR. a I
RECOMMENDED ACTION:
There is no action the Council needs to take.
ITEM EXPLANATION:
The parties have now settled this lawsuit under the authority given to the City Attorney by the
City Council at its closed session of August 9, 2005, and it has been dismissed. This item
satisfies the Brown Act requirement to report the fact of a settlement of litigation approved in a
prior closed session, and makes the terms and conditions of the settlement available to the
public.
FISCAL IMPACT:
The cost to the City is $250,000.
EXHIBITS:
1. Settlement Agreement
DEPARTMENT CONTACT: Ronald R. Ball, (760) 434-2891
I
SETTLEMENT AGREEMENT
This Settlement Agreement (“Agreement”) is made and entered into effective as
of the date of last signature on this Agreement by and between the La Costa de
Marbella Homeowners’ Association (“HOA”) and the City of Carlsbad (“City“), with
reference to the following facts:
RECITALS
A. On or about December 18,2003, the HOA filed a lawsuit against the City
entitled La Costa de Marbella Homeowners’ Association v. Citv of Carlsbad, San Diego
County Superior Court Case No. GIC 822967. The complaint alleged that on February
13,2003, a storm drain owned by the City, located within an easement that crossed
the HOA’s property, ruptured, causing damage to property at the La Costa de Marbella
condominium complex. The HOA further alleged that water escaping from the storm
drain had previously caused earth movement in a slope located on the south border of
the La Costa de Marbella condominium complex, requiring the expenditure of
approximately $500,000 to repair the slope and affected condominium units. (This
lawsuit is referred to herein as the “Storm Drain Lawsuit”.) The Complaint alleged
causes of action against the City based on construction defect, negligence, inverse
condemnation and nuisance. The City has denied the allegations of the Storm Drain
Lawsuit, and denies that it bears liability for the HOA’s alleged damages.
B. In or about February and/or March, 2005, a landslide occurred at the La
Costa de Marbella condominium complex, which has resulted in major damage and
non-habitability of eight (8) condominium units and has also resulted in damage to a
portion of the City’s right of way on La Costa Avenue. On or about May 11,2005, the
City and the HOA entered into an Agreement Regarding Abatement of Earth Movement
(“Abatement Agreement”), whereby the City agreed to perform certain landslide
Page 1 of 13
abatement work to stabilize the toe of the landslide. The Abatement Agreement is
incorporated herein by this reference.
C. Also on or about May 11 , 2005, the City and the HOA entered into a
Mediation Agreement (“Mediation Agreement? whereby it was agreed, among other
things, that the City would receive a credit for the cost of its work under the
Abatement Agreement against any judgment that the HOA may obtain against the City
with respect to the landslide. The Mediation Agreement is incorporated herein by this
reference.
D. On or about July 11,2005, the HOA filed a lawsuit against the City
entitled La Costa de Marbella Homeowners’ Association v. Citv of Carlsbad. San Diego
County Superior Court Case No. GIC 850408. The complaint alleged that the City
breached the Abatement Agreement and Mediation Agreement, and that the City’s
water system was a substantial factor in causing the landslide. (This lawsuit is
referred to herein as the “Landslide Lawsuit”.) The Complaint alleged causes of action
based on declaratory relief and inverse condemnation. The City denies the allegations
of the Landslide Lawsuit.
E. On or about July 22,2005, the City and the HOA entered into a
Reinstatement Agreement (“Reinstatement Agreement*), reinstating the Abatement
Agreement and the Mediation Agreement. The Reinstatement Agreement is
incorporated herein by this reference.
F. The City is prepared to commence construction on a retaining wall along
La Costa Avenue pursuant to the terms of the Abatement Agreement, Mediation
Agreement and Reinstatement Agreement. In mediation between the parties, the
parties have agreed to settle the Storm Drain Lawsuit on the terms set forth in this
Settlement Agreement, and have agreed that the HOA shall demolish the
condominium units damaged by the landslide and perform certain grading work
proposed by the HOA.
Page 2 of 13
AGREEMENT
NOW THEREFORE, in consideration of the foregoing, the parties do hereby
agree as follows:
The parties understand and agree that the execution of this Agreement
constitutes a compromise of disputed claims involving legal and factual questions and
is not to be construed as an admission of liability by any party. It is the desire and
intention of the parties to effect a final settlement and resolution of all existing
disputes and claims, regardless of their nature, arising out of the Storm Drain
Lawsuit.
A. IMPLEMENTATION
1. The City hereby agrees to pay $250,000 to the HOA as follows:
a. The City shall remit the settlement funds to the Fund Control
defined below in Section B of this Settlement Agreement per the
following schedule:
i.
.. ll.
iii.
iv.
The sum of $100,000 shd be paid upon execution of this
Agreement.
The sum of $50,000 shall be paid upon proof of the HOA’s
execution of a contract for the demolition of the damaged
condominiums pursuant to Paragraph A.2.c of this
Settlement Agreement.
The sum of $50,000 shall be paid upon proof of the HOA’s
execution of a contract for regrading pursuant to Paragraph
A.2.d of this Settlement Agreement.
The sum of $50,000 shall be paid upon proof of the
completion of the demolition and regrading work referred to
Page 3 of 13
in Paragraphs A.2.c and A.2.d of this Settlement
Agreement.
b. This payment shall be allocated as follows:
i. The sum of $100,000 shall be consideration for settlement
of the Storm Drain Lawsuit.
The sum of $150,000 shall be a credit in favor of the City
against any settlement or judgment obtained by the HOA in
the Landslide Lawsuit. The sum of $150,000 shall be
deemed a “Cost” as that term is defined in Paragraph 2 of
the Mediation Agreement. As provided in the Abatement
Agreement, “the City of Carlsbad shall have a credit against
any settlement or judgment rendered against the City of
Carlsbad in favor of the HOA in either the pending lawsuit
between the parties and/or any lawsuit relating to earth
movement for its Costs.. . .” The Mediation Agreement,
Abatement Agreement and Reinstatement Agreement
contain other and further provisions regarding the City’s
recovery of such Costs, which provisions shall apply to the
$150,000 payment by the City to the HOA under the terms
of this Settlement Agreement.
.. u.
c. The parties acknowledge that a Notice of Lien has been fded and
served on each party by Naumann, Levine and Silldorf, prior
attorneys for the HOA. The City’s payment obligation is
contingent upon the withdrawal or expungement of any lien(s) on
the settlement payments. If any known liens are not expunged or
withdrawn, the City will be required to hold payment until such
Page 4 of 13
2.
withdrawal or expungement, or alternatively, the City may make
the payment jointly to the HOA and to the lien claimant(s).
The HOA agrees to perform each of the following:
a.
b.
The HOA shall dismiss with prejudice the Storm Drain Lawsuit.
The HOA shall dismiss with prejudice the First Cause of Action for
Declaratory Relief of the Landslide Lawsuit. This shall not affect
any other claims or remedies that the HOA may have against the
City with respect to the Landslide Lawsuit.
The HOA shall obtain all necessary and appropriate permits and
contract with a licensed demolition contractor for the demolition of
the damaged condominium buildings at the La Costa de Marbella
condominium complex and removal of the debris from such
demolition.
1.
c.
Said condominium buildings are commonly designated as
2405A, B, C and D La Costa Avenue and 2707A, B, C and D
La Costa Avenue, Carlsbad, California.
The demolition contractor shall be paid in accordance with
the Fund Control provisions set forth below.
The demolition contractor shall coordinate this demolition
work with the City’s contractors that are constructing the
retaining wall at the toe of the slope adjacent to La Costa
Avenue pursuant to the terms of the Abatement Agreement
and Reinstatement Agreement.
The HOA agrees that any delay in the City’s construction of
the retaining wall caused by the HOA’s demolition of the
damaged condominiums shall not be deemed a breach of
ii.
iii.
iv.
Page 5 of 13
the Abatement Agreement, Mediation Agreement or
Reinstatement Agreement.
The City agrees to expedite the processing of any plans and
permit applications submitted by the HOA for the
demolition work described herein.
v.
@ The City agrees that the permit fees charged to the HOA
and/or its contractor by the City of Carlsbad for the
demolition work described herein shall not exceed
$2,000.00.
d. The HOA shall obtain all necessary and appropriate permits and
contract with a licensed grading contractor for the regrading of the
landslide scarp at the La Costa de Marbella condominium
complex, in accordance with plans developed by and at the
direction of the HOA’s geotechnical engineer, American
Geotechnical.
1. The grading contractor shall be paid in accordance with the
Fund Control provisions set forth below.
The grading contractor shall coordinate this grading work
with the City’s contractors that are constructing the
retaining wall at the toe of the slope adjacent to La Costa
Avenue pursuant to the terms of the Abatement Agreement
and Reinstatement Agreement.
The HOA acknowledges that the City makes no warranty,
express or implied, or opinion as to whether the regrading
work will in any manner strengthen the slope, improve
drainage, prevent the intrusion of water into the slide
.. u.
iii.
Page 6 of 13
plane, or otherwise prevent or inhibit further landslide
activity at the site.
The City agrees to expedite the processing of any plans and
permit applications submitted by the HOA for the grading
work described herein.
iv.
e. In the event that the settlement funds paid by the City pursuant
to this Settlement Agreement are insufficient to pay for the full
cost of the demolition and regrading referred to in Paragraphs
A.2.c and A.2.d of this Settlement Agreement, the HOA shall pay
the remaining balance and shall defend and hold the City
harmless from any claims asserted by the HOA’s demolition or
grading contractors.
B. FUNDCONTROL
1. The parties agree to establish a Fund Control for the receipt and
disbursement of the settlement funds.
The City of Carlsbad shall remit the settlement funds to the Law Offices
of Patrick E. Catalano, who shall act as the Fund Control and retain the
settlement funds in a client trust account until the completion of the
demolition and grading work referred to in Paragraphs A.2.c and A.2.d of
this Settlement Agreement.
The Fund Control may pay funds out of the settlement funds to the
contractors referred to in Paragraphs A.2.c and A.2.d of this Settlement
Agreement on the following conditions:
a.
2.
3.
The HOA’s geotechnical engineer, American Geotechnical, certifies
that the work covered by the payment application has been
performed in a satisfactory manner;
Page 7 of 13
C.
b. Counsel for the City is provided a copy of the payment application
not less than two (2) business days prior to the date that payment
is to be made; and
No objection to the payment application is made by the City prior
to the payment.
c.
4. In the event that objection is made by the City to a payment application,
the matter shall be immediately submitted to Mike Roberts, who shall
make the hal determination as to whether the payment application
should be paid.
Upon completion of the demolition and grading work referred to in
Paragraphs A.2.c and A.2.d of this Settlement Agreement and upon
certification from all contractors confirming that they have been paid in
full for said work, any funds remaining subject to the Fund Control shall
be released to the HOA.
5.
RELEASE OF CLAIMS
1. In consideration of the settlement of the above litigation and in
consideration of the covenants, promises, terms, and conditions herein,
the HOA, on behalf of itself and its members, fully releases and forever
discharges the City and its former and present councilmembers,
employees, successors, predecessors, assigns, ajates, attorneys,
insurance companies, and agents, past and present, and each of them,
hereinafter collectively referred to as "Releasees," of and from any and all
claims, actions, causes of action, demands, rights, damages, losses,
costs, attorneys' fees, loss of profits, expenses, and compensation
whatsoever, which the parties now have or which may here after accrue,
on account of or in any way growing out of any and all known and
unknown and foreseen and unforeseen losses and damages and
Page 8 of 13
consequences resulting or which may result from the incidents and
matters pertaining to the Storm Drain Lawsuit entitled La Costa de
Marbella Homeowners' Association v. City of Carlsbad, designated as San
Diego County Superior Court case number GIC822967, and the HOA
specifically releases and acknowledges full satisfaction of any obligation
on the part of the entity and persons herein released.
The HOA acknowledges that there is a risk that subsequent to the
execution of this Agreement, it may discover, incur or suffer claims
which were unknown or unanticipated at the time this Agreement is
executed, including, without limitation, unknown or unanticipated
claims which arise from, are based upon, or are related to the Storm
Drain Lawsuit entitled La Costa de Marbella Homeowners' Association v.
Citv of Carlsbad, designated as San Diego County Superior Court case
number GIC822967, or some part or aspect thereof, which if known by
the HOA on the date of this Agreement being executed, may have
materially affected the HOA's decision to execute this Agreement. The
HOA expressly assumes the risk of such unknown and unanticipated
claims and agree that this Agreement applies to all such unknown
claims.
The HOA acknowledges that it is familiar with Section 1542 of the
California Civil Code, which provides as follows:
2.
3.
"A general release does not extend to claims which the
creditor does not know or suspect to exist in his favor at
the time of executing the release, which, if known to
him, must have materially affected his settlement with
the debtor."
Page 9 of 13
The HOA hereby waives and relinquishes all rights and benefits which it
has or may have under Section 1542 of the California Civil Code, or the
law of any other state or jurisdiction to the same or similar effect to the
fullest extent that each may lawfully waive all such rights and benefits
pertaining to the subject matter of this Agreement.
In executing this Agreement, the parties have consulted with and had the
advise of counsel or an attorney duly admitted to practice in the State of
California and that the parties execute this Agreement after independent
investigation and without fraud, duress, or undue influence.
The HOA has not assigned or otherwise transferred or subrogated any
interest in any claims which are the subject matter hereto and which it
may have against the City and agrees to defend and indemnify and hold
the City harmless from any liabilities, losses, claims, demands, costs,
expenses, or attorney's fees incurred by it as a result of any person or
entity, including but not limited to underwriters and insurance carriers,
asserting such assignment or transfer.
This Agreement pertains to disputed claims and is the result of
compromise. As such, it does not constitute and shall not be deemed as
an admission of liability by the parties.
Evidence of this settlement or of any damage or repair to the storm drain
shall be inadmissible in any Litigation between the parties relating to the
landslide.
Each party shall bear its own attorney's fees and costs.
4.
5.
6.
7.
8.
D. CALIFORNIALAW
This Agreement is made and entered into in the State of California and shall in
all respects be interpreted, enforced, and governed under the laws of the State of
Page 10 of 13
California. The language in all parts of this Agreement shall be in all cases construed
as a whole according to its very meaning.
E. FURTHERASSISTAIVCE
The parties shall hereafter execute all documents and do all acts necessary,
convenient or desirable, in the reasonable opinion of Releasees to effect the provisions
of this Agreement.
F. SUCCESSORS
The provisions of this Agreement shall be deemed to obligate, extend to, and
inure to the benefit of the parties, their heirs, successors, assigns, transferees,
grantees, and indemnitees.
G. INTERPRETATION
Wherever the context so requires, the singular number shall include the plural;
the plural shall include the singular; and the masculine gender shall include the
feminine and neuter genders.
H. CAPTIONS
The captions by which the sections and subsections of this Agreement are
identified are for convenience only and shall have no effect whatsoever upon its
interpretation.
I. SEVERANCE
If any provision of this Agreement is held to be illegal or invatid by a court of
competent jurisdiction, such provision shall be deemed to be severed and deleted; and
neither such provision, nor its severance and deletion, shall affect the validity of the
remaining provisions.
J. INTEGRATION
This Agreement (after full execution and delivery) memorializes and constitutes
the entire agreement and understanding between the parties and supersedes and
replaces all prior negotiations, proposed agreement and agreements, whether written
Page 11 of 13
or unwritten. Notwithstanding the foregoing, the Mediation Agreement, Abatement
Agreement and Reinstatement Agreement remain in full force and effect.
K. ElrlFoRCEABILITY
In the event any party hereto shall commence legal proceedings against the
other to enforce the terms hereof, or to declare rights hereunder, as a result of a
breach of any covenant of condition of this Agreement, the prevailing party in any
such proceeding shall be entitled to recover from the losing party its costs of suit, as
may be fmed by the Court.
L. AUTHORITY
The individuals executing this Agreement on behalf of a public entity or other
private business entity each represent and warrant that they have the legal power,
right and actual authority to bind their respective principals to the terms and
conditions of this Agreement.
"i(7- h, /
DATED: LA COSTA DE MARBELLA HOMEOWNERS'
ASSOCIATION
CITY OF CARLSBAD r\
Ronald R. Ball, City Attorney
APPROVED AS TO FORM AND C0N"E"k
DATED: ?/ &7/ LAN0
OSTA DE MARBELLA HOA
Page 12 of 13
BmLR L*EVERS 1 c
By:
Bradley Bartlett. Esa.
Attorney for CITY OF CARLkBAD
Page 13 of 13
RONALD R. BALL
CITY ATTORNEY
JANE MOBALDI
ASSISTANT CITY ATTORNEY
SUSANNE M. PARSONS
DEPUTY CITY ATTORNEY
RONALD KEMP
DEPUTY CITY ATTORNEY
CITY OF CARLSBAD
1200 CARLSBAD VILLAGE DRIVE CARLSBAD, CALIFORNIA 92008-1989 (760) 434-2891 FAX: (760) 434-8367
September 30,2005
RANDEE HARLIB
ARDIS SEIDEL
SECRETARY TO CITY AlTORNEY
LEGAL SECRETARYPARALEGAL
Bradley A. Bartlett, Esq
Bartlett & Lievers
220 West Grand Avenue
Escondido CA 92025
Re: Marbella HOA v Citv of Carlsbad
Dear Mr. Bartlett:
Enclosed, please find a copy the settlement agreement in this case which I have
executed in accordance with your letter of September 27, 2005. I will place the
settlement on the City Council's agenda for reporting out as required by the
Brown Act and the original settlement agreement will be retained by the City
Clerks office.
I appreciate the hard work that you have done on this case and your creative
ability to get it dismissed.
Should you have any questions regarding the above, piease do not hesitate me.
mTruly Yours
-_
RONALD R. BALL
City Attorney
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