HomeMy WebLinkAboutAgenda Report - June 6, 2012 C-17AGENDA ITEM COO 17
CITY OF LODI
,. COUNCIL COMMUNICATION
Im
AGENDA TITLE: Adopt Resolution Approving the Appropriation of Funds for Oversight Costs
Related to PCE/TCE Busy Bee Plume ($30,000)
MEETING DATE: June 6,2012
PREPARED BY: PublicWorks Director
RECOMMENDED ACTION: Adopt resolution approving the appropriation of funds for oversight
costs related to PCE/TCE Busy Bee Plume in the amount of
$30,000.
BACKGROUND INFORMATION: The City agreed to pay the State Water Resources Control Board
(SWRCB) oversight costs in the Busy Bee Plume when it settled
with the defendants, as shown in the attached settlement
agreement. However, the SWRCB billed these costs to Busy Bee's retired counsel in error. The matter
came to light when the SWRCB realized it had years of unpaid fees and acted to shut down the clean up.
Per the settlement agreement and the Remedial Action Plan, any oversight costs that occurred after
June 2008 are the City's responsibility. The settlement did create a source of funds to pay for the
oversight, and the cleanup is reportedly near completion. The appropriation is to cover the past unpaid
invoices and those we may receive for the oversight period through June 30, 2012.
FISCAL IMPACT: Failure to pay these costs will result in a shutdown of the clean up.
FUNDING "Al LABLE: Requested Appropriation:
Busy Bee Plume Fund (192101): $30,000
Jordan Ayers
Deputy City Manager/Internal Services Director
C��gcL
03,t F. Wally San`6elin
PublicWorks Director
Prepared by RebeccaAreida-Yadav, Management Analyst
FWS/RAY/pmf
Attachment
APPROVED:
onradt Bartlam,
K;\WP\PROJECTS\WATER\PCE,TCE\CPCETCEOversightCosts_Busy Bee.doc
Manager
5115/2012
Settlement Agreement and
Mutual Release
A. Parties
This Settlement Agreement and Mutual Release (the "Agreement") is entered
into and among the following parties:
1. The City of Lodi, California, a municipal corporation (the "City");
David Mustin; M&P Investments, a California general partnership; the
Estate of Frank Paul, Deceased; and the Estate of Alvin Allmendinger,
Deceased; collectively referred to as the "Busy Bee Defendants." Dance
Chapman, administrator of the Estate of Frank Paul, and Janice
Allmendinger as administrator of the Estate of Alvin Allmendinger join
with the Busy Bee Defendants for purposes of any release by the City
against their respective estates and are jointly referred. to as the Busy Bee
Parties; and
3. Unigard Insurance Company ("UIC") and Unigard Security Insurance
Company ("USIC"); sometimes collectively referred to as "UIC & USIC."
These parties are sometimes collectively referred to herein as the "Settling I'artie.s."
Any person or entity identified above may be referred to as a "Party."
B. Background
The City is the owner and operator of the municipal sanitary sewer and
water supply systems within the City of Lodi.
Settlement Agreement and
Mutual Release (v.:,)
Page I
I M&P Investments, a California general partnership, owns certain property
commonly referred to as 40 North Main Street, Lodi, California. This property as well
as a certain neighboring property are alleged to have become environmentally
contaminated as a result of or arising from the operations of the Busy Bee I)ry Cleaners,
identified at paragraphs 4 and 5, hereinafter referred to as the „Busy Bee Site."
5.David Mustin Bund Frank Paul were general partners in the partnership of
M&P Investments, a California general partnership. UIC, as the insurer of Frank Paul,
deceased, has been sued as the Estate. of Frank Paul, Deceased, pursuant to the
California Probate Code section 550, et seq., in that federal litigation identified at
paragraph 1.2 of this section.
4. Alvin Allmendinger owned and operated the Busy Bee Dry Cleaners at
the Busy Bee Site froin 1984 through 1987. His operations at this dry cleaners are
alleged to have caused environinental contamination. MSI Insurance Company, as the
insurer of Alvin Allmendinger, has been sued as the Estate of Alvin Allmendinger,
Deceased, pursuant to the California Probate Code section 550, et seq., in that federal
litigation identified at paragraph 12 of this section.
5. Fred and "Tina Roes owned and operated the Busy Bee Dry Cleaners at the
Busy Bee Site from 1987 through October 1.996, when the dry cleaning business was
destroyed in a fire. During this period, the operations at this dry cleaners are also
a.I.leged to have given rise to environmental contamination at the site.
6. Contaminants, including PCE, have been detected in the soil and
groundwater beneath and adjacent to the Busy Bee Site.
Settlement Agreement and
Mutual Release (v.3)
Paoc 2
7. Breaks, cracks, and offset joints found in the City's sewer main in the
alleyway that runs north to south located downstream and east of the building
currently located at 110 and 1.1.2 East Elm Street, Lodi, California (the "Alley"), are
alleged to have contributed to contamination at the Busy 'Bee Site.
8. The California Regional Water Quality Control Board (the "RWQCB") is
currently the lead governmental agency responsible for the Busy Bee Site.
9. I n the interests of preserving soil and groundwater duality and expediting
the investigation and the remediation of the Busy Bee Site, the Busy Bee Defendants
have been working with the RWQCB and have taken various measures to investigate
and remediate the alleged contamination in the soil and groundwater at the Busy Bee
Site.
10. As part of the investigation and remediation measures set forth above, the
Busy Bee Defendants have caused to be issued a Draft Remedial Investigation Report
and feasibility Study Workplan prepared by E2C Remediation dated April 1, 2004,
submitted to the RWQCB on April 4, 2004. This document and its subsequent
amendments are referred to as the "Workplan."
H. As part of the investigation and remediation measures set forth above,
E2C Remediation shall prepare and issue a Remedial Action Plan ( "RAP") Which will
identify and describe the work necessary for clean-up of the Busy Bee Site
12. On November 2, 2000, and as later amended on May 25, 2001, August 4,
2004 and September 9, 2004, the City filed a Complaint for Damages against the Busy
Bee Defendants, anions others, in United States District Court for the Eastern District of
California, Case No. CIV S-00-2441 FCD/JFM, alleging that the. Busy Bee Defendants
Settlement Agreement and
MLItUaI Release (%.3)
Pape 3
were responsible in part for the contamination at the Busy Bee Sitc (the "Lodi Action")
13. Earlier, on February 1.0, 2000, the City filed a Complaint for Damages in
the Superior Court of the County of San Joaquin, Case No. CV010002, seeking to enforce
an administrative ludgi-nent against David Mustin and M&P Investments by requesting
a permanent iinjuriction regarding the investigation of alleged environmental
contamination at the Busy Bee Site under the authority of a local ordinance known as
the Comprehensive Municipal Environmental Response & Liability Ordinance or
"MERLO." The Superior Court entered a default judgment against these defendants
and ordered a permanent injunction. Based upon this judgment, the City later filed a
lawsuit against UfC seeking to enforce the judgment in federal court, infra, at paragraph
20 of this section.
14. The Busy Bee Sitc is a listed site, as identified in California Health &
Safety Code Section 25356, and is therefore: subject to the procedures, standards, and
other requirements of the Hazardous Substance Account Act.
1.5. The Busy Bee Defendants have entered into a voluntary agreement with
the RWQCB regarding the investigation and remediation of the alleged environmental
contamination at the Busy Bee Site.
1.6, The City has been identified as a potentially responsible party or PRP at
the Busy Bee Site, and the City has taken steps to attempt to resolve its alleged liability
for contamination at this site.
1.7. The City has become obligated to pay a judgment exceeding $300,000 to
UIC that was entered in state court in that action titled Citic of 1,odi z�. Llnig and Insurann,
Conipany, Sacramento County Superior Court, Case No. 99AS01074. In an effort to
Settlement Agrcement and
Mutual Release
Page 4
resolve the liabilities arising from this judgment as well as potential liabilities associated
with other lawsuits involving UIC/USIC, the City has agreed to participate in this
Agreement.
18. The City and the Busy Bee Defendants have an interest in resolving any
and all disputes between them regarding their respective alleged liability for the alleged
contamination at this site by agreeing to an allocation of responsibilities at the Busy Bee
Site, thereby resolving the various claims that have arisen among them.
1.9. UIC and USIC filed suit in 1.998 against the City of Lodi in federal court,
now known as Uiiigai-(l ]YZsnrciri.cc Co., et al., v. Citi/ of Lorli, U.S. District Court, E.D. Cal.,
Case No. S 98-1.712 FCD/JFM, sometimes referred to as the "Civil Rights Action." By
order of December 22, 2003, UIC & USIC have been held to have the right to obtain a
permanent injunction barring the enforcement of certain provisions of Lodi Ordinances
1683 and 1684. As a successful parties, UIC & USIC have the right to seek recovery of
their attorneys' fees Conder the authority of 42 U.S.C. § 1988.
20. In an attempt to enforce the judgment obtained against UIC's insureds,
the City of Lodi filed suit in .federal court seeking an injunction and other relief in an
action known as City of Lodi, California v. Un.�igard hisuraiicc Coiiipan.y, U.S. District Court,
E.D. Cal., Case No. S 01.-1.718 FCD/JFM, sometimes referred to as the "1.1580 Action."
21_. In the 11.580 Action, UIC successfully defeated Lodi s motion for summary
judgment. As the grounds for refusing to grant the motion were dispositive of Lodi's
rights, the District Court entered judgment in UIC's favor on the complaint. In
connection with the 11580 Action, UIC has the right to seek the recovery of its attorneys'
fees under state law or through its counterclaim filed under the authority of 42 U.S.C.
"1.983.
Settlement Agreement and
Mutual Release (\.3)
Pagc 5
22. Substantial disputes have existed among the Settling Parties regarding
their respective liabilities arising from the alleged environmental contamination at the
Busy Bee Site. By and through this agreement, the Settling Parties have now resolved to
settle any and all disputes among them arising from or related to the alleged
environmental contamination or its causes at the Busy Bee Site, including those claims
and counterclaims arising from any alleged civil rights violations.
NOW, TI IEREFORE, in consideration for the mutual promises set forth in this
Agreement, the City, the Busy Bee Defendants, and UIC/USIC agree to resolve their
differences in the manner set forth below.
C. Mutual Promises and Conditions of Settlement
1. Preconditions to Settlement of Allocation Rights
This Agreement contemplates that the Settling Parties will each take or authorize
that certain steps be taken for the purpose of obtaining a release, one from the other,
and as identified below:
(a) As a result of an agreement between the RWQCB and the Busy Bee
Defendants, the Busy Bee Defendants have agreed to complete the
remaining site investigation for the Busy Bee Site, including pilot studies
and subsequent feasibility studies (excluding the sewer line that runs in
the Alley from manhole numbers K2070 to K2090 to K2091) leading to the
creation and approval of a remedial action plan, or "RAP," subject to the
limitations of subparagraph (c) below. The RAP shall require remediation
until such time as the RWQC13 issues a "no further action' letter or its
Settlement Agrecment and
Mutual RCICaNC (v.3)
Page 6
functional equivalent. As a precondition to this Agreement, the Busy Bee
Defendants agree that they will be responsible for all reasonable and
necessary costs and expenses relating to the preparation and RWQCB
approval of the RA.P, including the pilot study.
(b) The City agrees that it will cooperate and reasonably assist with any
permits (without fee), rights of way, or other municipal approvals related
to the work to be performed by E2C at the Busy Bee Site.
(c) In order to fund the work required by the RAP, the Busy Bee Defendants
shall fund a "Pay for Performance" ("PFP") contract with E2C
Remediation. A copy of this contract is attached as Exhibit A. While the
Busy Bee Defendants will be responsible for the initial negotiation of this
contract, in consideration of the mutual release that is found in this
Agreement, the City will be named as a third party beneficiary to this
contract. To purchase this contract, the Busy Bee Defendants shall be
required to pay the PFP contract price in an amount up to the available
total liability policy limits of UIC Policy no. MP 50 5494 and MSI Policy
no. MP -5-223344496. The amounts required to fund this contract shall be
deposited into a hank account ("Cleanup Account") for timed withdrawal
by E2C pursuant to the terms of the PFP contract.
In addition to the payment(s) funding the PFP contract, the Busy Bee
Defendants agree that they will pay $100,000 into a trust account as a
buffer known as the 'Busy Bee Buffer." Once all available funds in the
Cleanup Account and the. City Buffer Account (described in Part C 1 d
below) have been exhausted, the funds in the Busy Bee Buffer may be
used to pay any reasonable expenses necessary to obtain a "no further
Settlement Agi-eemcn 1 and
MUtM11 Relc,isc (v 3)
I'agu 7
action letter" or its functional equivalent, if the 13FP contract terminates
without obtaining a "no further action letter" or its functional equivalent
Any residual funds in the Busy Bee Buffer will revert to the Busy Bee
Defendants' insurers if any amounts remain following the issuance of a no
further action letter.
(d) The City shall be responsible for paying any oversight fees charged by the
RWQCB for the Busy Bee Site once the RAP commences, first utilizing a
trust account known as the "City Buffer Account." Any and all funds
available as a result of the settlement between the City and Defendant
Fred Roes shall be paid into the City Buffer Account. In addition to the
settlement funds from Defendant Fred Roes, should the City settle with
Brackett's Garage, arty settlement proceeds are to be deposited into the
City Buffer Account. If there is a default in the performance of the PFP by
E2C, the funds in the City Buffer Account shall be the first funds used for
payment of any expenses above the remaining PFP contract price in the.
Cleanup Account for the completion of the RAP. Any funds remaining in
the: City Buffer Account at the time the RAP is completed shall revert to
the City.
(e) I n the event the RAP is not completed and the PFP contract has been
terminated, any remaining funds in the Cleanup Account shall be
available for the City to use to complete the [ZAP.
(
The City's repair of the sewer immediately downstream from the Busy
Bee facility must be clone in coordination with E2C's work under the PFP
contract.
Settlement Agreement and
Mutual Release (v.3)
l'age 8
2. Allocation of Responsibilities for Busy Bee Site
(a) In consideration of UIC's waiver of its right to collect any judgment or
attorneys' fees in connection with (l)that case known as City of Lodi o
11rr1g(7rd Ir7sr117111ce Coliaprrny, Sacramento Superior Court, Case No
99AS01074, (2) the Civil Rights Action, (3)the 11580 Action, and (4) the
performance of those preconditions imposed upon the Busy Be.e.
Defendants, identified above, the City agrees that it alone will be
responsible for any additional or future claims made by any other persons
or entities claiming damages or injuries or asserting legal rights as a result
of environmental contamination that is alleged to have: taken place from
the operations of the Busy Bee Dry Cleaners and that it will make no
further demands on the Busy Bee Defendants. If the City defaults in its
obligations and UIC elects to seek payment of those fees and costs
permitted by this Agreement, the City will continue to have the same
duties identified above. In comlection with this promise, the City will file
a Satisfaction of Judgment in San Joaquin County Superior Court, Case
No. CVO 1.0002.
(b) In consideration for the City's agreeing to accept the risk of E2C's inability
to complete the RAP within the original contract price, the cost and
expense of monitoring the RAP, and any other form of monetary expense
or damages that may arise as a result of the releases exchanged by this
Agreement, UTC & USIC will file a Satisfaction of Judgment in Sacramento
Superior Court Case No. 99AS01074 within thirty (30) days after the
settlement appearing in this Agreement is held to bar any rights of
contribution by any third parties in a final. order or judgment entered nn
Settlement Agreement aiid
Mutual RCICaSC. (v.3)
Page 9
that action known as the Lodi Action. UIC & USIC will also waive any
right to attorneys' fees arising from the appeal to the Court of Appeal fol
the Third Appellate District.
If the court refuses to grant the contribution bar, then this settlement will
be deemed to have failed, and all Parties will be responsible to protect
their respective interests as a result of this failure. This failure will allow
UIC & USIC to seek recovery on its claims for attorneys' fees in Lirtigard
lrlsur'rrnCe Co., el ral., o. City of Lodi, U.S. District Court, E.D. Cal., Case No. S
98-1712 FCD/JFM and City of Lodi, California V. Iln-igt7rd Insrrrnnce Cornhraray,
U.S. District Court, E.D. Cal., Case No. S 01-1718 FCD/JFM.
3. Release
(a) In consideration of the promises exchanged above and the granting of a
contribution bar as contemplated by this Agreement, the City forever
releases the Busy Bee Parties and each of their respective administrators,
trustors, trustees, beneficiaries, predecessors, successors, assigns, partners,
parents, subsidiaries, affiliated and related legal entities, agents,
employees, servants, representatives, heirs, and associations connected
with thein, including without limitation their insurers, sureties, and
attorneys, of and from any and all claims, demands, causes of action,
obligations, liens, damages, losses, costs, and attorneys', consultants', and
experts' fees and expenses of every kind and nature whatsoever, known
and unknown, fixed or contingent, arising from, related to, or connected
with the alleged contamination in, at, or around the Busy Bee Site and
more particularly described in the United States District Court, Eastern
District of California, Action No. CIV -S-00-2441 FCD/JFM, and California
Settlement Agreement and
MutualltelCasC (v.,)
Pale 10
Superior Court, County of San Joaquin, Action No. CV010002. The City
also forever releases UIC and USIC from any and all claims, demands,
causes of action, obligations, liens, damages, losses, costs, and attorneys',
consultants', and experts' fees and expenses of every kind and nature
whatsoever, known and unknown, fixed or contingent, arising from,
related to, or connected with the alleged contamination in, at, or around
the Busy Bee Site or that arise from those policies of insurance issued or
allegedly issued to M&P Investments.
(b) Inconsideration of the promises exchanged above and the granting of a
contribution bar as contemplated by this Agreement, the Busy Bee
Defendants forever release the City and each of its elected officials,
appointed officials, managers, officers, administrators, assigns, affiliated
and related legal entities, agents, employees, servants, representatives,
and political associations or subdivisions, including without limitation its
insurers and sureties, of and from any and all claims, demands, causes of
action, Obligations, liens, damages, losses, costs, and attorneys',
consultants', and experts' fees and expenses of every kind and nature
whatsoever, known and unknown, fixed or contingent, arising from,
related to, or connected with the alleged contamination in, at, or around
the Busy Bee Site and more particularly described in the United States
District Court, Eastern District of California, Action No. CIV -S-00-2441
FCD/ JF M, and California Superior Court, County o f San Joaquin, Action
No CVO 10002.
(c) In consideration of the promises exchanged above, including but not
limited to the City's agreement to accept responsibility for completion of
the RAP and the risk of any further claims arising from or related to the
Settlement Agi-e aient and
MLIWal Release
1'"180 11
actual or alleged environmental contamination allegedly arising from the
operations of the Busy Bee Dry Cleaners, and provided that a final order
has been entered finding that the settlement between the Busy Bee
Defendants and the City of Lodi is in good faith, UIC & USIC agree that
upon the issuance of a no further action letter, or the equivalent, by the
lead state agency overseeing the RAP:
(i) UIC & USIC will forever release the City and each of its elected
officials, appointed officials, managers, officers, administrators,
assigns, affiliated and related legal entities, agents, employees,
servants, representatives, and political associations or subdivisions,
including without limitation its insurers and sureties, of and from
any and all claims, demands, causes of action, obligations, liens,
damages, losses, costs, and attorneys', consultants', and experts'
fees and expenses of every kind and nature whatsoever, known
and unknown, fixed or contingent, arising from, related to, or
coruiected with the alleged contamination in, at, or around the Busy
Bee Site, except that UIC/ USIC shall have the right to enforce a
permanent injunction as ordered in L.hii,�X(71-d z). City of l,Odi, U. S.
District Court, ED Cal, Case No. S 98-1.71.2 FCD/ JFM. If the City
violates this injunction, UIC & USIC will have any and all rights to
seek such order, sanctions, and/or damages as may be appropriate.
(ii) Until the no further action letter or its equivalent is issued, UIC &
SetticmcnL Aorcement and
MULLIal Release (v.3)
USIC and the City agree that they will jointly stipulate to a stay of
the lawsuits filed in the U.S. District Court for the Eastern District
of California, 1(nignrcl 77 City of 1,orfi, Case No. S98-1712 FCD/TFM,
and Cite of Lori v. Uni.gr r(i, Case No. S 01.-1.71.8 FCD/jf,M, and seek
1'age 12
an order confirming this stay until the contingencies to this
settlement have been met.
(iii) If the conditions to this settlement should fail, UIC & USIC. shall
have the right to collect its attorneys' fees, as permitted by law, in
those Lawsuits filed in the U.S. District Court for the Eastern District
of California, Utiigard c7. Citi/ of Lodi, Case No. S 98-1.712 FCD/JFM,
and City of Lodi v. Lhii-gard, Case No. S 01-1718 FCD/JFM.
4. Dismissal
Within 60 days after a final order granting the motion for a good faith settlement has
been entered, the City and the Busy Bee Defendants shall dismiss with prejudice any and all
claims, actions, administrative actions, and lawsuits (including appeals) pending in all state
and federal jurisdictions as to one another including, but not limited to, the action pending in
the United States District Court for the Eastern District of California, Case No. CIV S-00-244"1
FCD/JFM, as well as in any administrative venues. Consistent with such dismissal, the City
shall support the Busy Bee Defendants' motion for good faith settlement, seeking to bar any
claims from other parties for contribution related to any alleged or actual contamination at the
Busy Bee Site. In turn, the Busy Bee Defendants shall support the City's motion for good faith
settlement seeking to bar any claims from other parties for contribution related to any alleged
or actual contamination at the Busy Bee Site.
In the California Superior Court, County of San Joaquin, Case No. CV01 0002, the City
agrees that it will file a satisfaction of judgment of the Busy Bee Defendants therein and a
dismissal with prejudice as to any remaining defendants within 60 days after a good faith
settlement order has been issued regarding the settlement between the City and the Busy Bee
Defendants. UIC/USIC waives its right to collect the judgment against the City in the
Settlement Agreement rind
Mutual Release (v.3)
Page 13
California Superior Court, County of Sacramento, Case No. 99 AS 01074, by filing a satisfaction
ofjudgment therein within 60 days after a good faith settlement order has been issued
regarding the settlement between the City and the Busy Bee Defendants.
If a filial good faith settlement order has been issued regarding the settlement between
the City and the Busy Bee Defendants, then within twenty (20) days after the no further action
letter or its equivalent is received by UIC/USIC, UIC/USIC will file a dismissal in the. 11580
Action. The Civil Rights Action will have a judgment entered confirming the permanent
injunction.
5. Scope of this Agreement
It is expressly acknowledged that Settling Parties enter into this Agreement to
compromise, settle, and fully resolve any and all. claims as to both liability and damages
related to the environmental contamination at the Busy Bee Site, and that this Agreement
settles, resolves, and releases any and all past, present, and future claims among the Settling
Parties reg)ardlllg the actual, alleged, or threatened environmental contamination at the Busy
Bee Site. This Agreement contemplates the global termination of all litigation and past,
present, and future disputes, judgments, claims, actions, administrative proceedings, and
lawsuits among the City, UIC/USIC, and each of the Busy Bee Parties arising out of the
alleged or threatened contamination at or around the Busy Bee Site. The terms of this
Agreement are not intended to nor do they create any interest in this settlement to any third
party under a third party beneficiary theory or any other theory.
This release is intended to extend to the respective heirs, employees, officers, officials,
executors, administrators, trustors, trustees, beneficiaries, predecessors, successors, affiliated
and related entities, officers, directors, principals, agents, employees, assigns, representatives,
and all persons, firms, associations, and/or corporations connected with thein, including,
Settlement Agreement and
Mutual Release
I'age 14
without limitation, their sureties anti/or attorneys, except as otherwise provided by this
Agreement.
Should Lehman Brothers or Envision l-,aw Group, or any members thereof, sue or make
a claim on any of the Busy Bee Defendants or UIC/USIC as a result of this Agreement, the
Busy Bee Defendants and/or UIC/USIC will have the right to seek an adjudication of their
respective rights and, if appropriate, to seek damages or other relief against Lehman Brothers
or Envision Law Group or any members thereof.
6. No Admission of Liabili
By contributing to the settlement of this claim, the Settling Defendants have not
admitted and do not admit that they are liable for any damages claimed by the City and/or
the other parties to any lawsuits or proceedings. The receipt of any settlement proceeds or any
payments for the investigation and/or remediation at the Busy Bee Site shall not be considered
an admission of liability. This settlement represents an agreement resulting from disputed
issues of fact and of law. By entering into this Agreement, the Settling Parties do not admit
that they, individually or jointly, have any liability or obligation for the actual or alleged
environmental contamination within Lodi. None o f the terms reflected herein nor any
statements or communications made by the Settling Parties or their agents, attorneys, or
insurers during the negotiations leading to this Agreement shall be considered admissions of
liability by or on behalf of any of the Settling Parties.
7. No Liens or Encumbrances
Each Settling Party represents and warrants that no other person or entity has, or has
had, any interest in the claims, demands, obligations, or causes of action referred to in this
Agreement. Each Settling Party further represents and warrants that it has the sole right and
Settlement /agreement and
Mutual Release
Page 1
exclusive. authority to execute this Agreement and to agree to the terms herein, and that it has
not sold, assigned, transferred, conveyed, or otherwise disposed of any claims, demands,
obligations, or causes of action referred to in this Agreement. If Lehman Brothers or Envision
Law Group should claim an interest in the consideration identified in this Agreement, the City
will be obligated to defend, indemnify, and hold harmless any Settling Party that is the subject
of the claim or suit. In no event shall any other Settling Party be required to pay any
additional amounts to settle any claims by that third party.
8. Uncertainty of Circumstances
Each party hereto acknowledges that there is a risk that, subsequent to the execution of
this Agreement, it may incur, suffer, or sustain a n injury, loss, damages, costs, attorneys' fees,
expenses, or any of these, which are in some way caused by or connected with the matters
released and referred to above, which are unknown and unanticipated at the time this
Agreement is sighed, or which are not presently capable of being ascertained, and further that
there is a risk that such damages as are known may become more serious than the Settling
Parties now expect or anticipate. Nevertheless, each of the Settling Parties hereto
acknowledges that this Agreement has been negotiated and agreed upon in light of that
realization and hereby expressly waives any rights it may have in such unsuspected claims.
"This release of claims is not intended to release any contractual rights that a policy holder may
have against his, her, or its own insurer.
9. Waiver of Rights (Civil Code fs 1542)
In entering into this settlement agreement, each Settling Party has had the benefit of
legal counsel and has been advised of, understands, and knowingly and specifically waives its
rights under California Civil Code Section 1542, which provides as follows:
Settlement Agreement and
Mutual Release (v.i)
Page 16
CERTAIN CLAIMS NOT AFFECTED BY GENE.RAI, RELEASE - A
general release does not extend to claims which the creditor docs not
know or suspect to exist in his favor at the time of executing the release
which, if known by him, must have materially affected his settlement
with debtor.
Each party hereto further waives all rights under any similar law in any state or
territory of the United States.
10. Attorneys' Fees and Costs
Except as set forth in Section C.3(c)(i), the City and the Busy Bee Defendants
acknowledge and agree that they are to bear their owns costs, expenses, expert and
consultant fees, and attorneys fees arising out of the matters set forth herein and
connected to the litigation surrounding the Busy Bee Site, the negotiation, drafting, and
execution of this Agreement, and all matters arising out of or connected therewith.
Except its set forth in Section C.3(c)(i), the City and UIC & USIC acknowledge
and agree that they are to bear their owns costs, expenses, expert and consultant fees,
and attorneys' fees arising out of the matters set forth herein and connected to the
litigation surrounding the Busy Bee Site, the negotiation, drafting, and execution of this
Agreement, and all matters arising out of or connected therewith.
11.. Continuing.juri s diction
Following the execution of this Agreement, the Honorable Frank C. Damrell, Jr.,
of the United States District Court for the Eastern District of California shall retain
jurisdiction over this action for purposes of enforcement of the terms of this Agreement
pursuant to California Code of Civil Procedure section 664.6 or any other similar law in
any state or territory of the United States as well as the permanent injunction in LJII..i,( (71'CI
Settlement nci cement and
Mutual Release (v 3)
Page 17
z). Citi/ of Lord, S 98-1712 FCD/JFM.
12. Breach of the Agreement
I n the event of litigation or motion practice arising out of or relating to the
performance of or the breach of this Agreement, including its interpretation, the
prevailing Party or Parties shall recover their reasonable attorneys' fees and costs
incurred in that litigation or motion practice.
1.3. Inte rg ated Agreement
This Agreement supersedes any prior communications, agreements, and
understandings regarding the matters contained herein between the signatories hereto
or their representatives. Any representation, promise, or condition in connection with
sue ll matters that is not incorporated in this Agreement shall not be binding upon any
of the Settling Parties.
14. Binding Effect
Subject to the conditions found in this Agreement, this Agreement shall be
binding upon and shall inure to the benefit of the Settling Parties as well as their
respective officers and directors, the respective heirs, executors, administrators,
trustors, trustees, beneficiaries, predecessors, successors, affiliated and related entities,
officers, directors, principals, agents, employees, assigns, representatives, and all
persons, firms, associations, and/or corporations connected with them, including,
without limitation, their sureties and/or attorneys, except as otherwise provided by this
Agreement.
Settlement Agreement and
MLIUMI RCIWSC (v.3)
Page 18
15. Severability
If any provision or any part of any provision of this Agreement is for any reason
held to be invalid, unenforceable, or contrary to any public policy, law, statute, and/or
ordinance, then the remainder of this Agreement shall not be affected thereby and shall
remain valid and fully enforceable.
1.6. Benefit of Counsel/Consultants
In entering into this Agreement, each Party represents and warrants that he., she,
or It is not relying on any representations, opinions, conclusions, recommenda Lions, or
opinions expressed by, provided by, or inferred from any other Party to this
Agreennent, any attorney for any other Darty, or any other Partys experts, consultants,
or agents.
Each Party represents and warrants that it has been fully advised by its attorney
concerning the effect and finality of this Agreement, and that the Party understands,
without reservation or doubt, the effect and finality of this Agreement.
F?ach Party further represents and warrants that it desires to forever and fully
release and discharge all other Parties to this Agreement to the extent stated in this
Agreement and understands that by execution of this Agreement, no further claims
against any Party, arising out of the matters released, may ever be asserted by any Party
hereto except as otherwise provided for in this Agreement in Section C.3(c)(i).
17. Counterparts
Settlement Aoreement and
MUtLMI Relcase (v.3)
Page 19
This Agreement may be executed in counterparts, and all so executed shall be
biriding upon all Parties hereto, notwithstanding that the signatures of the Parties'
designated representatives do not appear on the same page.
18. Representations and Warranties
'The Settling Parties snake the following representations and warranties to the
extent that the representation is related to its own respective knowledge, interests, or
action:
(a) Each Party warrants that, after receiving; advice of counsel, he, she or it
has freely agreed to enter into this Agreement;
(b) 1:?ach Party warrants that it is fully authorized to enter into this Agreement
on behalf of itself and that each Party's signatory is authorized to sign on
behalf of the Party identified; and
(c) All Parties separately warrant and represent that they have read this
entire Agreement and know the contents hereof, that the terms hereof are
contractual and not merely recitals, and that they have signed this
Agreement of their own free will, respectively, and without duress.
19. Governing Law
"This Agreement is entered into and shall be interpreted in accordance with the
laws of the State of California.
20. Warning as Required by Law
All persons signing this release must read and understand it in its entirety and
truly intend to terminate, irrevocably, all their rights to further pursue or prosecute
Settlement Agreement and
Mutual Release N.3)
Page 20
their causes of action, demands, or claims against each of the other Settling Parties
herein. Inparticular, please note:
(a) The extensive description of the persons released. Some of the
persons released may not be parties to the lawsuit(s), claims, actions, or
judgments to be dismissed, but nevertheless release of them is required as
a necessary part of the settlement evidenced by this Agreement and
release.
(b) Each cf the undersigned hereby authorizes and directs the attorney
of the undersigned to forthwith dismiss with prejudice any and all
pending lawsuits, claims, actions, or any other type of legal proceeding as
set forth herein.
(c) No promise, inducement, or agreement not expressed herein has
been made to the undersigned.
r
DATED:
DAVID MUSTIN, Individually and as a
General Partner of M&P INVESTMENTS
APPROVED AS TO/FORM
DATED:
Settlement Agreement and
Mutual Release (v.3)
MAYALL, HURLEY, KNUTSEN, SMITH &
GREEN
B
JOS A. SALA*ADMUSTIN
ys for M&F
IN STMENTS a
Page 21
APPROVED AS TO FORM
DATED:o �� a' %D` { LEWIS BRISBOIS BISGAARD7----
LLP
By (�--
GLENN A. FRIEDMAN, Attorneys for M&P
INVESTMENTS and DAVID MUSTIN
DATED: r}- u'
LARRY,). HANSEN, MAYOR, CITY OF LODI
APPROVED AS TO FORM
DATED:
S i N SCHWASAU �,Offi�ce of the
City Attorney, CITY OF LODI
FOLDER LEVIN & KAHN, LLP
DATED: (tel t 5 �v y by
N A.RGARE DOLLBAUM, Attom—e-pa4or the
CITY OF LODI
DATED:
DANA CHAP AN, Admhiistrator of the
ESTATE OF FRANK PAUL..
Settlement Agreement and
Mutual Release (v.3)
facie 22
APPROVED AS TO F 0 RM
DATED:
BULLIVANT HOUSER BAILEY, PC
B"J
M. TAY OR FLORENCE, Attorneys for
Defendant, ESTATE OF FRANK PAUL,
Deceased
DATED: D
'i DINGER Admor for
inistn
,,JANICE ALLMEN ,
the ESTATE OF ALVIN ALLMENDINGER
APPROVED AS TO FORM
DATED: 1 o f i�f o4,
DATED:
Settlement Agreement and
Mutual Release (v,3)
LAW OFFICE OF JAMES M. SOBOLEWSKI
B
JAM
BOLE SKI, Attorneys for
Defe
nTAT�OF ALVIN
7DINGER,
ALL
Deceased
SCOTTKALLANDER, ASST. CORP.
SECRETARY
On Behalf of UNIGARD INSURANCE
COMPANY AND UNIGARD SECURITY
INSURANCE COMPANY
Page 23
-�'-d
OCT 16 'OE 04:16PM UNIGRRD LEGAL DEHI
Oct-15-PA04 04:15pg Proms
APPROVED AS TO FORM
DATED:
DATED:
APPROVED AS TO FORM
DATED:
DATED:
ScWa.$t 2nd
MMu#aal.Rcicrosc (v.3)
T-328 P.001/001P• 11148
BULLWANT ANT HOVSRP, BA.Ti EY, PC
By
M. TAYLORTWRETC E. A±toneys for
Defendant ESTATE OF FRANK PAUL,
Deceased
JANIC E ALI&fENDINCMR, AdnAni�for for
the ESTATE OF ALVIN ALLLIVIENDIN(M
LAW OFFICE OF JAMES M. SOBOLEWSKa
By
JAMES K S0135LEWSKK Atbm=ys for
Defend=s, ESTATE OF ALVIN
ALL,WM,mINGIM, Deceased
SEC ETA RY
On BehaFf of UNIGAR.D INSURANCE
COIVIPAivY ANO UNIGARD SECS
RgSURANCE CONTANY
Page 23
1. AA#
2. JV#
CITY OF LO`DI
APPROPRIATION ADJUSTMENT REQUEST
TO.
Internal Services Det - Budget Division
3 FROM
Rebecca Areida-Yadav 15. DATE. 05/10/2012
4 DEPARTMENT/DIVISION: Public Works
6: REQUEST ADJUST ME NT OF APPROPRIATION AS' LISTEQ ItLO.NIT
FUND # BUS. UNIT # ACCOUNT # ACCOUNT TITLE AMOUNT
A. 192 3205 Fund Balance $ 30,000.00
SOURCE OF
FINANCING
B. 192 192101 8099 Busy Bee Oversight $ 30,000.00
USE OF
FINANCING
I
REQUEST 1S MADE TO FUND THE FOLLOWING PROJECT NOT INCLUDED IN THE CURRENT BUDGET
'lease provide a description of the project, the total cost of the project, as well as justification for the
aquested adjustment. If you need more space, use an additional sheet and attach to this form.
>versight costs related to the PCE/TCE Busy Bee Plume site.
Council has authorized the appropriation adjustment, complete the following:
leeting Date: Res No: Attach copy of resolution to this form.
iepartment Head Signature: CCz%1� �jr S=wS
8. APPROVAL SIGNATURES
Deputy City P Lager to I Services Manager t
Submit completed form to tl Budget Division with any required documentation
Final approval will I i Ji in !I copy format
RESOLUTION NO. 2012-84
A RESOLUTION OF THE LODI CITY
COUNCIL APPROVING APPROPRIATION OF
FUNDS FOR OVERSIGHT COSTS RELATED
TO PCE/TCE BUSY BEE PLUME
WHEREAS, the City agreed to pay the State Water Resources Control Board
oversight costs in the Busy Bee Plume when it settled with the defendants; however,
these costs were billed by the Board to Busy Bee's retired counsel in error; and
WHEREAS, per the Settlement Agreement and Remedial Action Plan letter,
oversight costs incurred after June 2008 are the City's responsibility; and
WHEREAS, the settlement did create a source of funds to pay for the oversight,
and the cleanup is reportedly near completion; and
WHEREAS, the requested appropriation will cover past unpaid invoices and
those we may receive for the oversight period through June 30, 2012.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby
approve the appropriation of $30,000 from the Busy Bee Plume Fund for State Water
Resources Control Board oversight costs related to the PCE/TCE Busy Bee Plume.
Dated: June 6, 2012
hereby certify that Resolution No. 2012-84 was passed and adopted by the City
Council of the City of Lodi in a regular meeting held June 6, 2012, by the following vote:
AYES: COUNCIL MEMBERS — Hansen, Johnson, Katzakian, Nakanishi,
and Mayor Mounce
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS— None
RANDI JOHL
City Clerk
alv0TI!