HomeMy WebLinkAboutAgenda Report - January 6, 2021 B-01 SMAGENDA ITEM
CITY OF LODI
COUNCIL COMMUNICATION
TM
B- I
AGENDA TITLE: Adopt Resolution to Ratify Purchase Agreement with Leigh Holmes and
Jackleen Holmes, Owners, of Real Property Commonly Known as 301 East
Lodi Avenue, for Development of the Harmony Homes Project in the Amount of
$350,000 and Authorize the Appropriation of Funds in the Amount of $150,000
for Purchase of the Real Property
MEETING DATE: January 6, 2021
PREPARED BY: Community Development Director & Business Development Manager
RECOMMENDED ACTION:
Adopt resolution to ratify purchase agreement with Leigh Holmes and Jackleen
Holmes, owners, of real property commonly known as 301 East Lodi Avenue,
for development of the Harmony Homes Project in the amount of $350,000 and
authorize the appropriation of funds in the amount of $150,000 for purchase of
the real property
BACKGROUND INFORMATION: In December 2018, San Joaquin Continuum of Care (SJCoC)
awarded the City $1,250,000 in HEAP grant funds for its
permanent supportive housing project. On May 1, 2019, the City
Council accepted the award.
City staff held a town hall meeting and worked with numerous stakeholders to gather feedback on and
evaluate potential project sites, including Lodi's Committee on Homelessness, homeless services
providers, local advocacy groups, such as Take Back Lodi, local law enforcement, developers,
residents and other interested partners. Factors for site selection were deliberated, such as
undeveloped parcels, proximity to resources for project residents, compatibility with surrounding uses,
compliance with zoning and development codes, concentration of similar type projects, property
acquisition costs, and site development costs, including environmental assessments and clearance.
As a result of this feedback, City staff and stakeholders vetted numerous sites before deciding on a
proposed location at 301 East Lodi Avenue. This site meets the criteria for proximity to resources for
project residents, compatibility with surrounding uses, compliance with zoning and development
codes, acquisition cost within budget, ease of acquisition, and low anticipated development costs,
such as environmental assessment and clearance. A Phase I and II Environmental Analysis were
performed which identified no potential or existing environmental contamination liabilities.
Project Description:
The City's Harmony Homes Project will create four units of permanent housing for homeless
individuals and families or those at risk of homelessness with expansion capacity for eight units. This
supportive housing will help at -risk individuals/families move into long-term, affordable housing where
they can continue their progress toward stable and independent living.
APPROVED: Steve Schwabauer
Stephen Schwabauer, City Manager
Adopt a resolution approving the final location for Harmony Homes Project and authorizing the City Manager to prepare a
purchase agreement in a form acceptable to the City Attorney to purchase real property from Lee Holmes, property owner, of 301 East Lodi
Avenue to develop the Harmony Homes Project
December 2, 2020
Page 2 of 2
The Project will receive tenant referrals from local organizations including The Salvation Army, Lodi
House, and Women's Center Youth and Family Services, as well as the Housing Authority of the
County of San Joaquin (HACSJ). HACSJ will supply housing choice vouchers to tenants. Volunteer
supportive housing services will be available for tenants, and tenants will sign lease agreements that
include appropriate maintenance of each unit.
The City has partnered with HACSJ to manage the construction of this Project. Also, the City will
acquire and provide the land for the Project, through a ninety nine year ground lease and HACSJ will
manage the Harmony Homes Project, in a manner similar to its other housing properties.
Site Acquisition:
On December 02, 2020 City Council approved of the final location and site acquisition of 301 East
Lodi Ave per Resolution 2020-295. Subsequent to this approval, a purchase agreement with terms
and conditions acceptable to the City Attorney was prepared and as authorized, the City Manager
executed the Purchase Agreement for the acquisition of 301 East Lodi Avenue for the development of
the Harmony Homes Project.
Staff recommends that City Council adopt a resolution to ratify the purchase agreement of real
property from Lee Holmes and Jackleen Holmes, property owners, of 301 East Lodi Avenue to
develop the Harmony Homes Project and authorize the appropriation of funds in the amount of
$150,000 from the General Fund Capital Outlay Fund account for acquisition of the property.
FISCAL IMPACT: The HEAP grant awarded in 2019 will fund $200,000 of the negotiated
sales price and $150,000 will be funded from the General Fund Capital
Outlay Fund for a cumulative total of $350,000.
FUNDING AVAILABLE: HEAP grant funds: 35584000.77020 ($200,000)
General Fund Capital Outlay: 43199000.77020 ($150,000
Astrida Trupovnieks John R. Della Monica, Jr. f
Business Development Manager Corrbunity Development Di
Attachments:
1. Purchase Agreement for Purchase of Real Property from Leigh Holmes and Jackleen Holmes, Property Owners, of
301 East Lodi Avenue
2. Exhibit A: Recorded Grant Deed
3. Exhibit B: Signed Legal Description
4. Exhibit C: Preliminary Package
Attachment 1: Purchase Agreement
CONTRACT FOR ACQUISITION OF REAL PROPERTY
California Government Code sections 7267.1 and 7267.2(a)
Acquisition of Property by Negotiation
301 East Lodi Avenue
Lodi, San Joaquin County, California
APN 043-067-16
Leigh Holmes and Jackleen Holmes, husband and wife as joint tenants (hereinafter
referred to as "Grantors") have conditionally delivered to the City of Lodi, a municipal
corporation (hereinafter "Grantee") an executed Grant Deed conveying the real property
described in attachment Exhibit "A" (attached hereto and incorporated herein by
reference), commonly referred to as 301 East Lodi Avenue, located in the City of Lodi,
San Joaquin County, California and designated as Assessor's Subject Property Number
043-067-16 (hereinafter referred as the "Parcel"), and all improvements thereon, if any,
to Grantee.
Grantor acknowledges receipt of a Statement of Summary of Basis for Appraisal
prepared for the City of Lodi by William F. Bambas, MAI, dated November 10, 2020.
Grantors further acknowledges that they may obtain their own appraisal of the Parcel
and has declined to do so.
In consideration of which, and the other considerations hereinafter set forth, it is mutually
agreed as follows:
A. Grantee requires the Parcel, property not now appropriated for
public use, for the construction of a public project known as Harmony
Homes. Harmony Homes will create four (4) units of permanent housing
for homeless individuals and families or those at risk of homelessness to
progress towards stable and independent living (hereinafter the "Public
Project").
B. Because Grantee may exercise the power of eminent domain to
acquire, Grantors are compelled to sell; and because Grantee requires
the Parcel for the Public Project, Grantee is compelled to buy. As such,
the acquisition of the Parcel is an involuntary conversion from a private to
a public use.
C. Both Grantors and Grantee recognize the expense, time, effort,
and risk to both Grantors and Grantee in resolving a dispute over
compensation for the Parcel by eminent domain litigation; and the
compensation set forth herein is in compromise and settlement, in lieu of
such litigation.
D. The parties have herein set forth the whole of their agreement.
The performance of this Agreement constitutes the entire consideration
for the Parcel and shall relieve Grantee of all further obligation or claims
of whatever kind or nature on this account, or on account of the
J:/CA/CITY/PropertyAcquisition/ HarmonyHomesProject/ContractForAcquisition.doc
construction of the Public Project in the manner proposed, including, but
not limited to, claims arising out of its location, grade, or restriction of
private access rights. Grantors acknowledge that Grantee has informed
Grantor as to the plans for the construction of the Public Project.
2. Grantee has opened an escrow with Old Republic Title (Escrow No.
1212025743) at 2020 W. Kettleman Lane, Suite D, Lodi, CA 95242, Attention: Pamela
Cotta, Title Officer, and upon execution of this Agreement will provide instructions to
carry out its terms.
A. Grantors shall convey the Parcel by depositing in an escrow
designated by Grantee a grant deed suitable for recordation upon the
following terms and conditions:
B. Grantee shall deposit in escrow the sum of $350,000 for the
Parcel payable contemporaneously with the delivery of the grant deed as
consideration for the Parcel and all improvements and landscaping
thereon, if any.
C. The Parcel shall be conveyed to Grantee free and clear of all liens
and encumbrances, taxes and assessments, penalties and costs, leases
and licenses (recorded and unrecorded), easements, rights-of-way,
bonds and any and all restrictions of record other than items numbered 1
through 6 in Preliminary Title Report No. 1212025743 -PC, dated as of
November 10, 2020, issued by Old Republic Title, a true and correct copy
of which is attached hereto as Exhibit C.
E. Grantee shall pay all escrow and recording fees incurred in this
transaction. Grantee shall pay the cost of title insurance, if requested by
i Grantor Evidence of title shall be a standard policy of tile insurance
issued by the Old Republic Title.
3. The parties agree that the interests conveyed by Grantors are not eligible
for relocation assistance or benefits under the California Relocation Assistance and Real
Property Acquisition Guidelines.
4. Grantors acknowledge and agree that they continue to be responsible for
the payment(s) of any mortgage, deed of trust, promissory note and/or liens secured by
the Parcel through the close of escrow, if any.
5. In the event that a dispute arises between Grantors and Grantee or
Grantors and any third -party claimant prior to payment to Grantors and it becomes
necessary for Grantee to file a condemnation action then:
A. The compensation provided for in this Agreement shall draw
interest as prescribed at the apportionment rate calculated by the State
Controller as the rate of earning by the Surplus Money Investment Fund
for each six-month period. Grantors shall be entitled to receive interest
on the sum received as compensation pursuant to this Agreement for
Grantors' interest in the Parcel beginning at the date of possession of the
Parcel by Grantee as provided for in paragraph 2B of this Agreement.
B. Grantors waive all claims and defenses challenging Grantee's
right to acquire the Parcel by eminent domain in the event that Grantee
J:/CA/CITY/PropertyAcqu isition/HarmonyHomesProject/ContractForAcquisition.doc 2
files any subsequent eminent domain action proceeding, and agrees that
the City of Lodi has the right to acquire the Parcel by eminent domain and
that the public interest and necessity require the Public Project; that the
Public Project is planned or located in the manner that will be the most
compatible with the greatest public good and the least private injury; that
the Parcel is necessary for the Public Project; and an offer in an amount
no less than the full amount of the City's approved appraisal was made to
Grantors. Grantors and Grantee agree that the total amount of
compensation that shall be awarded is the sum provided in paragraph 2B
of this Agreement plus interest as provided in paragraph 5A hereinabove.
6. Any notice required to be given by the terms of this Agreement shall be in
writing signed by an authorized representative of the sender and shall be deemed to
have been given when the same is personally served or upon receipt by express or
overnight delivery, postage prepaid, or three (3) days from the time of mailing if sent by
first class or certified mail, postage prepaid, addressed to the respective parties as
follows:
To GRANTEE: City of Lodi
Community Development Department
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
Attention: John Della Monica, Director
To GRANTORS: Leigh Holmes and Jackleen Holmes
20075 North Highway 99
Acampo, CA 95220
7. This Agreement and other documents to be delivered pursuant to this
Agreement may be executed in one or more counterparts, each of which will be deemed
to be an original copy and all of which, when taken together, will be deemed to constitute
one and the same agreement or document, and will be effective when counterparts have
been signed by each of the parties and delivered to the other parties. Further, that each
party agrees that the electronic signatures, whether digital or encrypted, of the parties
included in this Agreement are intended to authenticate this writing and to have the
same force and effect as manual signatures. Delivery of a copy of this Amendment or
any other document contemplated hereby, bearing an original manual or electronic
signature by facsimile transmission (including a facsimile delivered via the Internet), by
electronic mail in "portable document format" (".pdf') or similar format intended to
preserve the original graphic and pictorial appearance of a document, or through the use
of electronic signature software will have the same effect as physical delivery of the
paper document bearing an original signature.
The parties will recognize no obligations other than those set forth in this Agreement
hereto.
J:/CA/CITY/Pro pertyAcquisition/H armonyHomesProject/ContractForAcquisition.doc
The undersigned hereby represent and warrant that they are authorized by the parties
they purport to represent to execute this Contract for Acquisition for Purchase of Real
Property ("Agreement").
--h
IN WITNESS WHEREOF, the parties have executed this Agreement on the 2 day of
December 2020, at Lodi, San Joaquin County, California.
"Owners" 'Grantors"
LeigM Holmes
J��
Mckleen Holmes
City of Lodi, a municipal corporation
By 0""j ) n,
on behalf of Stephen Schwabauer
City Manager
Attest:
Jennifer Cusmir
City Clerk
Approved as to Form:
JANICE D. MAGDICH
CITY ATTORNEY
B `7G1�//GP, ✓i /1�IoL/A�/CGC
By
Janice D. Magdich
City Attorney
J:/CA/CITY/Prope rtyAcq uisition/H arrnonyHornesProject/ContractForAcquisition. doc
RECORDING REQUESTED BY:
Old Republic Title Company
Escrow No.: 1212025743
APN: 043-067-160-000
When Recorded Mail Document and Tax Statements to:
City of Lodi, a municipal corporation
Community Development Dept.
227. West Pine St./ P.O. Box 3006
T.nAi rn QK9A1_1Q10
Doc #: 2020-186068
Attachment 2: Exhibit A
12/31/2020 11:43:11 AM
Page 1 of 3 Fee: $20.00 Tax Paid: $385.00
Steve J. Bestolarides
San Joaquin County Recorder
Paid By: OLD REPUBLIC TITLE COMPANY I SAN
SPACEABOVE 7NISUNEISFOR RECORDERS USE
Grant Deed
Exempt from fee per GC27388.1(a)(2); document is subject to the imposition of documentary transfer
tax
The undersigned grantor(s) dedare(s):
Documentary Transfer Tax is $385.00
(X) computed on full value of property conveyed, or
( ) computed on full value less of liens and encumbrances remaining at time of sale.
( ) Unincorporated area: (X) City of Lodi
FOR A VALUABLE CONSIDERATION, receipt of which is hereby acknowledged,
Leigh Holmes and Jackleen Holmes, husband and wife
hereby GRANT(S) to
City of Lodi, a municipal corporation
that property in City of Lodi, San Joaquin County, State of California, described as:
* * * See "Exhibit A" attached hereto and made a part hereof. * * *
Grant Deed MAIL TAX STATEMENTS AS DIRECTED ABOVE Page 1 of 2
Date: December 29, 2020
2020-186068 Page 2 of 3
12/31/2020 11:43:11 AM
f t
tWeen Holmes
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the
document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.
State of CALIFORNIA
County of SAN JOAQUIN
On DEC. 30, 2020 before me, GAVINA FRANKLIN a Notary Public, personally
appeared LEIGH HOLMES and 7ACKLEEN HOLMES , who
proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) js/are subscribed to the within
instrument and acknowledged to me that he/shLd/they executed the same in his/hoer/their authorized capacity(ies), and
that by hig/1 er/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted,
executed the instrument.
I certify under \OF PERJURY under the laws of the State of California that the foregoing paragraph is true and
correct.
WITNESS
Signature:
Name: GA NA FRANKLIN
(Typed or
4n :. GAVINA FRANKLIN
COMM. #2212774 z
�
s a Notary Public - California o
Z ' San Joaquin County
Comm. Expires Oct. 1, 2421
(Seal)
Grant Deed Order No. 1212025743 Page 2 of 2
2020-186068 Page 3 of 3
12/31/2020 11:43:11 AM
ORDER NO.: 1212025743
The land referred to is situated in the County of San Joaquin, City of Lodi, State of California,
and is described as follows:
Lots 7 and 8 of Block 37 of "CITY OF LODI" {formerly Mokelumne} as delineated on that Map
filed in Volume 2 of Maps and Plats, Page 12, San Joaquin County Records lying northerly of the
North line of Lodi Avenue. Pursuent to a "Lot Line Adjustment" recorded on November 13,
2006, in Official Records Document No. 2006-238310.
APN: 043-067-16
Page 1 of 1
Attachment 3: Exhibit B
EXHIBIT "A"
APN: 043-067-16
301 East Lodi Avenue, Lodi, CA
All that land described in Grant Deed to Leigh Holmes and Jackleen Holmes, husband
and wife as joint tenants, recorded November 13, 2006 in Document Number 2006-
238310, San Joaquin County Records, situate in the State of California, County of San
Joaquin, City of Lodi, more particularly described as follows:
A single parcel of land comprised of those portions of Lots 7 and 8 of Block 37 of "CITY
OF LODI" (formerly Mokelumne) as delineated on that Map filed in Volume 2 of Maps
and Plats, Page 12, San Joaquin County Records lying northerly of the North line of
Lodi Avenue.
Page 1 of 1
\\cvcfilv02\pubwks$\WP\DEV_SERV\Developments\Residential\Lodi 301 E\Lodi Ave 301 E description.doc
EZ
Attachment 4: Exhibit C
ORDER NO.: 1212025743
EXHIBIT A
The land referred to is situated in the County of San Joaquin, City of Lodi, State of California,
and is described as follows:
Lots 7 and 8 of Block 37 of "CITY OF LODI" (formerly Mokelumne) as delineated on that Map
filed in Volume 2 of Maps and Plats, Page 12, San Joaquin County Records lying northerly of the
North line of Lodi Avenue. Pursuent to a "Lot Line Adjustment" recorded on November 13,
2006, in Official Records Document No. 2006-238310.
APN: 043-067-16
Page 1 of 1
OLD REPUBLIC
TITLE COMPANY
PRELIMINARY REPORT
CITY OF LODI, BUSINESS DEVELOPMENT
MANAGER
P.O. Box 3006
Lodi, CA 95241
Attention: ASTRIDA TRUPOVNIEKS
Property Address:
301 East Lodi Avenue, Lodi, CA 95240
801 S. Ham Lane, Ste. F
Lodi, CA 95242
(209) 334-3367 Fax: (209) 334-6665
Our Order Number 1212025743 -PC
When Replying Please Contact:
Pamela Cotta
pcotta@ortc.com
(209)334-3367
In response to the above referenced application for a policy of title insurance, OLD REPUBLIC TITLE COMPANY, as issuing Agent
of Old Republic National Title Insurance Company, hereby reports that it is prepared to issue, or cause to be issued, as of the date
hereof, a Policy or Policies of Title Insurance describing the land and the estate or interest therein hereinafter set forth, insuring
against loss which may be sustained by reason of any defect, lien or encumbrance not shown or referred to as an Exception below or
not excluded from coverage pursuant to the printed Schedules, Conditions and Stipulations of said policy forms.
The printed Exceptions and Exclusions from the coverage and Limitations on Covered Risks of said Policy or Policies are set forth in
Exhibit I attached. The policy to be issued may contain an arbitration clause. When the Amount of Insurance is less than that set forth
in the arbitration clause, all arbitrable matters shall be arbitrated at the option of either the Company or the Insured as the exclusive
remedy of the parties. Limitations on Covered Risks applicable to the Homeowner's Policy of Title Insurance which establish a
Deductible Amount and a Maximum Dollar Limit of Liability for certain coverages are also set forth in Exhibit I. Copies of the Policy
forms should be read. They are available from the office which issued this report.
Please read the exceptions shown or referred to below and the exceptions and exclusions set forth in Exhibit I of this
report carefully. The exceptions and exclusions are meant to provide you with notice of matters which are not covered
under the terms of the title insurance policy and should be carefully considered.
It is important to note that this preliminary report is not a written representation as to the condition of title and may
not list all liens, defects, and encumbrances affecting title to the land.
This report (and any supplements or amendments hereto) is issued solely for the purpose of facilitating the issuance of a policy of title
insurance and no liability is assumed hereby. If it is desired that liability be assumed prior to the issuance of a policy of title insurance,
a Binder or Commitment should be requested.
Dated as of November 10, 2020, at 7:30 AM
OLD REPUBLIC TITLE COMPANY
For Exceptions Shown or Referred to, See Attached
Page 1 of 5 Pages
(1RT 41 SR -A (Rau (1R/07/OR)
OLD REPUBLIC TITLE COMPANY
ORDER NO. 1212025743 -PC
The form of policy of title insurance contemplated by this report is:
An ALTA Loan Policy - 2006. A specific request should be made if another form or additional
coverage is desired.
The estate or interest in the land hereinafter described or referred or covered by this Report is:
Fee
Title to said estate or interest at the date hereof is vested in:
Leigh Holmes and Jackleen Holmes, husband and wife as joint tenants
The land referred to in this Report is situated in the County of San Joaquin, City of Lodi, State of California, and is described
as follows:
Lots 7 and 8 of Block 37 of "CITY OF LODI" (formerly Mokelumne) as delineated on that Map filed in Volume 2
of Maps and Plats, Page 12, San Joaquin County Records lying northerly of the North line of Lodi Avenue.
Pursuent to a "Lot Line Adjustment" recorded on November 13, 2006, in Official Records Document No. 2006-
238310.
APN: 043-067-16
At the date hereof exceptions to coverage in addition to the Exceptions and Exclusions in said policy form would be as follows:
1. Taxes and assessments, general and special, for the fiscal year 2020 - 2021, as follows:
Assessor's Parcel No
043-067-16
Bill No.
043067160000
Code No.
001-001
1st Installment
$938.62 NOT Marked Paid
2nd Installment
$938.62 NOT Marked Paid
Land Value
$170,000.00
Imp. Value
$0.00
2. The lien of supplemental taxes, if any, assessed pursuant to the provisions of Section 75, et
seq., of the Revenue and Taxation Code of the State of California.
2 of 5
(1RT '�1 SR -R
OLD REPUBLIC TITLE COMPANY
ORDER NO. 1212025743 -PC
3. Redevelopment Plan, as follows:
Entitled Lodi Redevelopment Project No. 1
Executed By City of Lodi
Dated July 9, 2002
Recorded July 10, 2002 in Official Records under Recorder's Serial Number
2002-117708
Returned to
Address 221 West Pine Street, Lodi, Ca. 95241-1910
And any amendments thereto.
4. Matters as contained or referred to in an instrument,
Entitled Grant Deed
Executed By Leigh Holmes and Jackleen Holmes
Recorded November 13, 2006 in Official Records under Recorder's Serial
Number 2006-238310
Which Among
Other Things Certificate of Lot Line Adjustment is for notification purposes only and
Provides does not effect or accomplish the adjustment of the property lines
described in Exhibit "A"
Returned to
Address P.O. Box 3006, Lodi, CA 95241-1910
5. An easement affecting that portion of said land and for the purposes stated herein and
incidental purposes as provided in the following
Granted To City of Lodi, a municipal corporation
For Public utility
Recorded April 22, 2009 in Official Records under Recorder's Serial Number
2009-059625
Affects As described therein
6. An easement affecting that portion of said land and for the purposes stated herein and
incidental purposes as provided in the following
Granted To City of Lodi
For Public Utilities
Recorded April 22, 2009 in Official Records under Recorder's Serial Number
2009-059627
Affects A portion of said land
3 of 5
(1RT '�1 SR -R
OLD REPUBLIC TITLE COMPANY
ORDER NO. 1212025743 -PC
7. Any unrecorded and subsisting leases.
8. Any facts, rights, interests, or claims that are not shown by the Public Records but that could
be ascertained by an inspection of the Land or that may be asserted by persons in
possession of the Land.
9. Any encroachment, encumbrance, violation, variation, or adverse circumstance affecting the
Title that would be disclosed by an accurate and complete land survey of the Land and not
shown by the Public Records.
10. The requirement that this Company be provided with a suitable Owner's Declaration (form
ORT 174). The Company reserves the right to make additional exceptions and/or
requirements upon review of the Owner's Declaration.
-------------------- Informational Notes -------------------
A. The applicable rate(s) for the policy(s) being offered by this report or commitment appears
to be section(s) 2.2.
B. The above numbered report (including any supplements or amendments thereto) is hereby
modified and/or supplemented to reflect the following additional items relating to the
issuance of an American Land Title Association loan form policy:
NONE
NOTE: Our investigation has been completed and said land is unimproved. Said vacant land
is known as: 301 East Lodi Avenue, Lodi, CA 95240.
The ALTA loan policy, when issued, will contain the CLTA Modified 100 (TIM -52) and
Modified 116 (TIM -58) endorsements. The referenced modifications to both endorsements
delete only non -applicable coverage relating to improvements located upon said land.
Unless shown elsewhere in the body of this report, there appears of record no transfers or
agreements to transfer the land described herein within the last three years prior to the date
hereof, except as follows:
NONE
(1RT '�1 SR -R
4 of 5
OLD REPUBLIC TITLE COMPANY
ORDER NO. 1212025743 -PC
C. NOTE: The last recorded transfer or agreement to transfer the land described herein is as
follows:
Instrument
Entitled Grant Deed
By/From Leigh Holmes and Jackleen Holmes, husband and wife
To Leigh Holmes and Jackleen Holmes, husband and wife as joint
tenants
Recorded November 13, 2006 in Official Records under Recorder's Serial
Number 2006-238310
0. N.
(1RT '�1 SR -R
5 of 5
Exhibit I
AMERICAN LAND TITLE ASSOCIATION LOAN POLICY OF TITLE INSURANCE (06/17/06)
EXCLUSIONS FROM COVERAGE
The following matters are expressly excluded from the coverage of this policy, and the Company will not pay loss or damage,
costs, attorneys' fees, or expenses that arise by reason of:
1. (a) Any law, ordinance, permit, or governmental regulation (including those relating to building and zoning) restricting,
regulating, prohibiting, or relating to
(i) the occupancy, use, or enjoyment of the Land;
(ii) the character, dimensions, or location of any improvement erected on the Land;
(iii) the subdivision of land; or
(iv) environmental protection; or the effect of any violation of these laws, ordinances, or governmental
regulations. This Exclusion 1(a) does not modify or limit the coverage provided under Covered Risk 5.
(b) Any governmental police power. This Exclusion 1(b) does not modify or limit the coverage provided under
Covered Risk 6.
2. Rights of eminent domain. This Exclusion does not modify or limit the coverage provided under Covered Risk 7 or 8.
3. Defects, liens, encumbrances, adverse claims, or other matters
(a) created, suffered, assumed, or agreed to by the Insured Claimant;
(b) not Known to the Company, not recorded in the Public Records at Date of Policy, but Known to the Insured
Claimant and not disclosed in writing to the Company by the Insured Claimant prior to the date the Insured
Claimant became an Insured under this policy;
(c) resulting in no loss or damage to the Insured Claimant;
(d) attaching or created subsequent to Date of Policy (however, this does not modify or limit the coverage provided
under Covered Risk 11, 13, or 14); or
(e) resulting in loss or damage that would not have been sustained if the Insured Claimant had paid value for the
Insured Mortgage.
4. Unenforceability of the lien of the Insured Mortgage because of the inability or failure of an Insured to comply with
applicable doing -business laws of the state where the Land is situated.
5. Invalidity or unenforceability in whole or in part of the lien of the Insured Mortgage that arises out of the transaction
evidenced by the Insured Mortgage and is based upon usury or any consumer credit protection or truth -in -lending law.
6. Any claim, by reason of the operation of federal bankruptcy, state insolvency, or similar creditors' rights laws, that the
transaction creating the lien of the Insured Mortgage, is
(a) a fraudulent conveyance or fraudulent transfer, or
(b) a preferential transfer for any reason not stated in Covered Risk 13(b) of this policy.
7. Any lien on the Title for real estate taxes or assessments imposed by governmental authority and created or attaching
between Date of Policy and the date of recording of the Insured Mortgage in the Public Records. This Exclusion does not
modify or limit the coverage provided under Covered Risk 11(b).
The above policy form may be issued to afford either Standard Coverage or Extended Coverage. In addition to the above
Exclusions from Coverage, the Exceptions from Coverage in a Standard Coverage policy will also include the following
Exceptions from Coverage:
EXCEPTIONS FROM COVERAGE
SCHEDULE B - PART I
Except as provided in Schedule B - Part II, this policy does not insure against loss or damage, and the Company will not pay
costs, attorneys' fees, or expenses that arise by reason of:
1. (a) Taxes or assessments that are not shown as existing liens by the records of any taxing authority that levies taxes or
assessments on real property or by the Public Records; (b) proceedings by a public agency that may result in taxes or
assessments, or notices of such proceedings, whether or not shown by the records of such agency or by the Public
Records.
2. Any facts, rights, interests, or claims that are not shown by the Public Records but that could be ascertained by an
inspection of the Land or that may be asserted by persons in possession of the Land.
3. Easements, liens or encumbrances, or claims thereof, not shown by the Public Records.
4. Any encroachment, encumbrance, violation, variation, or adverse circumstance affecting the Title that would be disclosed
by an accurate and complete land survey of the Land and not shown by the Public Records.
5. (a) Unpatented mining claims; (b) reservations or exceptions in patents or in Acts authorizing the issuance thereof; (c)
water rights, claims or title to water, whether or not the matters excepted under (a), (b), or (c) are shown by the Public
Records.
6. Any lien or right to a lien for services, labor or material unless such lien is shown by the Public Records at Date of Policy.
Page 1 of 1
* OLD REPUBLIC TITLE
WHAT DOES OLD REPUBLIC TITLE
DO WITH YOUR PERSONAL INFORMATION?
Go to www.oldrepublictitle.com (Contact Us)
Financial companies choose how they share your personal information. Federal law gives consumers
the right to limit some but not all sharing. Federal law also requires us to tell you how we collect,
share, and protect your personal information. Please read this notice carefully to understand what we
do.
Can you limit this
The types of personal information we collect and share depend on the product or service you
Republic Title
have with us. This information can include:
• Social Security number and employment information
What?
• Mortgage rates and payments and account balances
• Checking account information and wire transfer instructions
transactions, maintain your account(s), or respond to court orders and
When you are no longer our customer, we continue to share your information as described in this
No
notice.
All financial companies need to share customers' personal information to run their everyday
How?
business. In the section below, we list the reasons financial companies can share their customers'
We don't share
personal information; the reasons Old Republic Title chooses to share; and whether you can limit
this sharing.
Go to www.oldrepublictitle.com (Contact Us)
Does Old
Can you limit this
Reasons we can share your personal information ,
Republic Title
sharing?
share?
For our everyday business purposes — such as to process your
transactions, maintain your account(s), or respond to court orders and
Yes
No
legal investigations, or report to credit bureaus
For our marketing purposes —
No
We don't share
to offer our products and services to you
For joint marketing with other financial companies
No
We don't share
For our affiliates' everyday business purposes —
information about your transactions and experiences
Yes
No
For our affiliates' everyday business purposes —
No
We don't share
information about your creditworthiness
For our affiliates to market to you
No
We don't share
For non -affiliates to market to you
No
We don't share
Go to www.oldrepublictitle.com (Contact Us)
(Page 3
Who we are
Who is providing this notice?I Companies with an Old Republic Title name and other affiliates. Please see below for a
list of affiliates.
What we do
How does Old Republic Title
To protect your personal information from unauthorized access and use, we use security
protect my personal
measures that comply with federal law. These measures include computer safeguards
information?
and secured files and buildings. For more information, visit
https://www.oldrepubiictitle.com/privacy-policy
How does Old Republic Title
We collect your personal information, for example, when you:
collect my personal information?
oo Give us your contact information or show your driver's license
Non -affiliates
0o Show your government -issued ID or provide your mortgage information
00 Make a wire transfer
We also collect your personal information from others, such as credit bureaus,
Joint marketing
affiliates, or other companies.
Why can't I limit all sharing?
Federal law gives you the right to limit only:
0o Sharing for affiliates' everyday business purposes - information about your
creditworthiness
0o Affiliates from using your information to market toyou
0o Sharing for non -affiliates to market toyou
State laws and individual companies may give you additional rights to limit sharing. See
the State Privacy Rights section location at https://www.oldrepublictitle.com/privacy-
op tjCy for your rights under state law.
Definitions - -
Affiliates
—I&
Companies related by common ownership or control. They can be financial and
nonfinancial companies.
• Our affiliates include companies with an Old Republic Title name, and financial
companies such as Attorneys' Title Fund Services, LLC, Lex Terrae National Title
Services, Inc., Mississippi Valley Title Services Company, and The Title Company of
North Carolina.
Non -affiliates
Companies not related by common ownership or control. They can be financial and non-
financial companies.
• Old Republic Title does not share with non -affiliates so they can market to you
Joint marketing
A formal agreement between non-affiliated financial companies that together market
financial products or services to you.
• Old Republic Title doesn't jointly market.
Affiliates Who May be Delivering This Notice
American First Title
American Guaranty
Attorneys' Title Fund
Compass Abstract, Inc.
eRecording Partners
& Trust Company
Title Insurance
Services, LLC
Network, LLC
Company
Genesis Abstract, LLC
Guardian Consumer
iMarc, Inc.
Kansas City
L.T. Service Corp.
Services, Inc.
Management Group,
LLC
Lenders Inspection
Lex Terrae National
Lex Terrae, Ltd.
Mississippi Valley Title
National Title Agent's
Company
Title Services, Inc.
Services Company
Services Company
Old Republic Branch
Old Republic
Old Republic Escrow
Old Republic Exchange
Old Republic National
Information Services,
Diversified Services,
of Vancouver, Inc.
Company
Ancillary Services, Inc.
Inc.
Inc.
Old Republic
Old Republic Title
Old Republic National
Old Republic Title
Old Republic Title
National Commercial
and Escrow of
Title Insurance
Company
Companies, Inc.
Title Services, Inc.
Hawaii, Ltd.
Company
Old Republic Title
Old Republic Title
Old Republic Title
Old Republic Title
Old Republic Title
Company of Conroe
Company of Indiana
Company of Nevada
Company of Oklahoma
Company of Oregon
Old Republic Title
Old Republic Title
Old Republic Title
Old Republic Title
Old Republic Title, Ltd.
Company of St. Louis
Company of
Information Concepts
Insurance Agency, Inc.
Tennessee
RamQuest Software,
Republic Abstract &
Sentry Abstract
Surety Title Agency,
The Title Company of
Inc.
Settlement, LLC
Company
Inc.
North Carolina
Trident Land Transfer
Company, LLC
Updated: January 1, 2020
Privacy Notice for California Consumers
This Privacy Notice for California Consumers supplements the information contained in the Master
Privacy Notice for Old Republic Title and applies to consumers that reside in the State of California.
The terms used in this Privacy Notice have the same meaning as the terms defined in the California
Consumer Privacy Act ("CCPA").
What Personal Information We Collect
In accordance with the CCPA, personal information is information that identifies, relates to, describes,
is capable of being associated with, or could reasonably be linked, directly or indirectly, with a
particular consumer or household. Personal information does not include:
Information outside the scope of the CCPA such as:
oo Health or medical information covered by the Health Insurance Portability Act of 1996 (HIPAA)
and the California Confidentiality of Medical Information Act (CMIA).
oo Personal Information covered by the Gramm -Leach -Bliley Act (GLBA), the Fair Credit
Reporting Act (FCRA), the California Financial Information Privacy Act (FIPA), and the Driver's
Privacy Protection Act of 1994,
oo Publicly available information that is available from federal, state, or local government records,
and
oo De -identified or aggregated consumer information.
Please see the chart below to learn what categories of personal information we may have collected
about California consumers within the preceding twelve months, the sources of and business
purposes for that collection and the third parties with whom the information is shared, if any.
Category
Examples
Collected
Sources
Business Purpose
for Collection
Categories of
Third Parties
with Whom
Information
is Shared
Identifiers
Real name, alias,
Yes
Consumers,
Underwriting or
Service
postal address,
Lenders,
providing other
providers
unique personal
identifier, online
Brokers,
products or
associated
identifier, Internet
Attorneys,
services,
with the
protocol address,
Real Estate
responding to
transaction for
email address,
Agents, and
policyholder/consu
a business
account name, social
Title Agents
mer claims,
purpose
security number,
associated
inquiries or
driver's license
with the
complaints,
number, passport
transaction
detecting security
number or other
incidents,
similar identifiers
protecting against
malicious,
deceptive,
fraudulent, or
illegal activity.
Other audit or
operational
purposes.
Personal
Name, signature,
Yes
Consumers,
Underwriting or
Service
information
social security
Lenders,
providing other
providers
described in
number, physical
California
characteristics or
Brokers,
products or
associated
Customer
description, address,
Attorneys,
services,
with the
Records
telephone number,
Real Estate
responding to
transaction for
statute (Cal.
passport number,
Agents, and
policyholder/consu
a business
Civ. Code §
driver's license or
Title Agents
mer claims,
purpose
1798.80(e))
state identification
associated
inquiries or
card number,
with the
complaints,
insurance policy
transaction
detecting security
number, education,
incidents,
employment,
employment history,
protecting against
bank account
malicious,
number, credit card
deceptive,
number, debit card
fraudulent, or
number, or any other
illegal activity.
financial information,
Other audit or
medical information,
operational
or health insurance
information.
purposes.
"Personal
information" does
not include publicly
available information
that is lawfully made
available to the
general public from
federal, state, or local
government records.
Characteristics
Age (40 years or
Yes
Consumers,
Underwriting or
Service
of protected
older), race, color,
Lenders,
providing other
providers
classifications
ancestry, national
under
origin, citizenship,
Brokers,
products or
associated
California or
religions or creed,
Attorneys,
services,
with the
federal law
marital status,
Real Estate
responding to
transaction for
medical condition,
Agents, and
policyholder/consu
a business
physical or mental
Title Agents
mer claims,
purpose
disability, sex
associated
inquiries or
(including gender,
with the
complaints. Other
gender identity,
transaction
audit or
gender expression,
operational
pregnancy or
childbirth and related
purposes.
medical conditions),
sexual orientation,
veteran or military
status, or genetic
information
(including familial
genetic information).
Internet or
Browsing history,
Yes
Consumers,
To provide access
Not Disclosed
other
search history,
Lenders,
to certain online
electronic
information about a
network
consumer's
Brokers,
services. To
activity
interaction with a
Attorneys,
understand the
website, application,
Real Estate
interests of visitors
or advertisement.
Agents, and
to our online
Title Agents
services, to
associated
support certain
with the
features of our
transaction
site, for navigation
and to display
certain features
more effectively.
Detecting security
incidents,
protecting against
malicious,
deceptive,
fraudulent, or
illegal activity.
Other audit or
operational
purposes.
Geolocation
Geographic tracking
Yes
Consumers,
To provide access
Not Disclosed
data
data, physical
Lenders,
to certain online
location and
movements
Brokers,
services. To
Attorneys,
understand the
Real Estate
interests of visitors
Agents, and
to our online
Title Agents
services, to
associated
support certain
with the
features of our
transaction
site, for navigation
and to display
certain features
more effectively.
Other audit or
operational
purposes.
What Personal Information We Share and Why We Share It
The CCPA requires us to tell you what categories of personal information we "sell" or "disclose." We
do not sell and will not sell your personal information as that term is commonly understood. We also
do not sell and will not sell your personal information, including the personal information of persons
under 16 years of age, as that term is defined by the CCPA. When it is necessary for a business
purpose, we share or disclose your personal information with a service provider, and we enter a
contract with the service provider that limits how the information may be used and requires the service
provider to protect the confidentiality of the information.
In the preceding twelve months, we have disclosed the following categories of personal information for
the following business purposes. Where the personal information is shared with third parties, as that
term is defined in the CCPA, the category of the third party is indicated.
Category
Examples
Business Purpose for
Disclosure
Categories of
Third Parties
with Whom
Information is
Shared
Identifiers
Real name, alias, postal address,
Underwriting or providing other
Service
unique personal identifier, online
products or services, responding
providers
identifier, internet protocol address,
email address, account name, social
to policyholder/consumer claims,
associated with
security number, driver's license
inquiries or complaints, detecting
the transaction
number, passport number or other
security incidents, protecting
for a business
similar identifiers
against malicious, deceptive,
purpose
fraudulent, or illegal activity.
Other audit or operational
purposes.
Personal
Name, signature, social security
Underwriting or providing other
Service
information
number, physical characteristics or
products or services, responding
providers
described in
description, address, telephone
California
number, passport number, driver's
to policyholder/consumer claims,
associated with
Customer
license or state identification card
inquiries or complaints, detecting
the transaction
Records
number, insurance policy number,
security incidents, protecting
for a business
statute (Cal.
education, employment, employment
against malicious, deceptive,
purpose
Civ. Code §
history, bank account number, credit
fraudulent, or illegal activity.
1798.80(e))
card number, debit card number, or
Other audit or operational
any other financial information,
purposes.
medical information, or health
insurance information. "Personal
information" does not include publicly
available information that is lawfully
made available to the general public
from federal, state, or local
government records.
Characteristics
of protected
classifications
under
California or
federal law
Age (40 years or older), race, color,
ancestry, national origin, citizenship,
religions or creed, marital status,
medical condition, physical or mental
disability, sex (including gender,
gender identity, gender expression,
pregnancy or childbirth and related
medical conditions), sexual
orientation, veteran or military status,
or genetic information (including
familial genetic information).
Underwriting or providing other
products or services, responding
to policyholder/consumer claims,
inquiries or complaints. Other
audit or operational purposes.
Service
providers
associated with
the transaction
for a business
purpose
Internet or
Browsing history, search history,
To provide access to certain
Not Disclosed
other
information about a consumer's
online services. To understand
to you: 1) the categories of personal information we have collected about you, 2) the
electronic
interaction with a website, application,
network
or advertisement.
the interests of visitors to our
activity
online services, to support
certain features of our site, for
navigation and to display certain
features more effectively.
Detecting security incidents,
protecting against malicious,
deceptive, fraudulent, or illegal
activity. Other audit or
operational purposes.
Geolocation
Geographic tracking data, physical
To provide access to certain
Not Disclosed
data
location and movements
online services. To understand
the interests of visitors to our
online services, to support
certain features of our site, for
navigation and to display certain
features more effectively. Other
audit or operational purposes.
We may also transfer to a third party the personal information of a consumer as an asset that is part of
a merger, acquisition, bankruptcy, or other transaction in which the third party assumes control of all
or part of the business.
Your Rights and Choices
The CCPA provides California consumers with certain rights regarding their personal information. This
chart describes those rights and certain limitations to those rights.
Right
What This Means
Notice
At or before the time your personal information is collected, you will be given written notice of
the categories of personal information to be collected and the purposes for which the
categories of personal information will be used.
Access
At your verifiable request, but no more than twice in a twelve month period, we shall disclose
to you: 1) the categories of personal information we have collected about you, 2) the
categories of sources for the personal information we collected about you, 3) our business and
commercial purpose for collecting or selling your personal information, 4) the categories of
third parties with whom we share your personal information, 5) The specific pieces of
information we have collected about you, 6) the categories of personal information disclosed
for a business purpose, and
7) If we sold personal information, the categories of personal information sold and the
categories of third parties to whom it was sold.
Deletion
You have the right to request that we delete any of your personal information that we
collected from you, subject to certain exceptions. Once we receive and verify your request, we
will delete (and direct our service providers to delete) your personal information from our
records unless an exception applies. We may deny your request if retention of the information
is necessary for us or our service providers to:
oo Complete the transaction for which we collected the personal information, provide a
good or service that you requested, take actions reasonably anticipated within the
context of our ongoing business relationship with you, or otherwise perform our
contract with you.
oc Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal
activity, or prosecute those responsible for such activities.
oc Debug products to identify and repair errors that impair existing intended
functionality.
oo Exercise free speech, ensure the right of another consumer to exercise their free
speech rights, or exercise another right provided for by law.
oc Comply with the California Electronic Communications Privacy Act (Cal. Penal Code
§1546 et seq.)
oc Engage in public or peer reviewed scientific, historical, or statistical research in the
public interest that adheres to all other applicable ethics and privacy laws, when the
information's deletion may likely render impossible or seriously impair the research's
achievement, if you previously provided informed consent.
oo Enable solely internal uses that are reasonably aligned with consumer expectations
based on your relationship with us.
oo Comply with a legal obligation.
oo Make other internal and lawful uses of that information that are compatible with the
context in which you provided it.
oo Or if it is the type of personal information that falls outside the scope of the CCPA,
(HIPAA, CIMA, GLBA, or publicly available information)
Opt -Out of Sale
With some limitations, you may direct a business that sells personal information to third
parties not to sell the personal information to these third parties.
A business may not sell the personal information of persons less than sixteen years of age
without their affirmative consent, and in the case of those less than thirteen years of age, the
consent must come from a parent.
Opt -In to Sale
Non -Discrimination
We will not discriminate against you for exercising your rights under the CCPA. Unless
otherwise permitted by the CCPA we will not:
oo Deny you goods or service
oo Charge you different prices or rates for goods or services, including through granting
discounts or other benefits, or imposing penalties
oo Provide a different level or quality of goods or services
oo Suggest that you will receive a different price or rate for goods or services or a
different level or quality of goods or services
To Exercise Your Rights
To Opt -out of the Sale of Your Personal Information
The CCPA gives consumers the right to direct a business that sells personal information about the
consumer to third parties not to sell the consumer's personal information. We do not sell and will not
sell your personal information as that term is commonly understood. We also do not sell and will not
sell your personal information, as that term is defined by the CCPA.
To Request Access to or Deletion of Your Personal Information
To exercise your access or deletion rights described above, please submit a verifiable consumer
request to us by either: Calling us at 1-855-557-8437 or contacting us through our website CCPA
Consumer Reauest.
Only you or your representative that you authorize to act on your behalf (Authorized Agent) can make
a verifiable consumer request for your personal information. You may also make a request for your
minor child. The verifiable request must provide enough information that allows us to reasonably verify
you are the person about whom we collected personal information. We cannot respond to your
request or provide you with personal information if we cannot verify your identity or authority to make
the request and to confirm the personal information relates to you.
We work to respond to a verifiable consumer request within 45 days of its receipt. If we require
additional time, we will inform you of the extension period (up to an additional 45 days), and the
reason for the extension in writing. If you have an account with us, we will deliver our response to that
account. If you do not have an account with us, we will deliver our response by mail or electronically,
depending on your preference. The response we provide will also explain any reasons why we cannot
comply with a request.
You may only make a consumer request for access twice within a twelve-month period.
Any disclosures we provide will apply to the twelve-month period preceding the consumer request's
receipt.
Contact Us
If you have any questions regarding our Privacy Notice or practices, please contact us via phone at 1-
855-557-8437 or send your written request to: CCPA(a)oldrepublictitle.com, or Old Republic Title c/o
CCPA Consumer Request Group, 275 Battery Street, Suite1500, San Francisco, CA 94111-3334.
N01>IOO1S
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RESOLUTION NO. 2021-14
A RESOLUTION OF THE LODI CITY COUNCIL RATIFYING PURCHASE
AGREEMENT WITH LEIGH HOLMES AND JACKLEEN HOLMES, OWNERS,
OF REAL PROPERTY COMMONLY KNOWN AS 301 EAST LODI AVENUE,
FOR DEVELOPMENT OF THE HARMONY HOMES PROJECT IN THE
AMOUNT OF $350,000; AND FURTHER AUTHORIZING THE
APPROPRIATION OF FUNDS IN THE AMOUNT OF $150,000 FOR
PURCHASE OF THE REAL PROPERTY
WHEREAS, the City of Lodi is the recipient of a Homeless Emergency Aid Program
(HEAP) grant designed to provide direct assistance to cities and counties to address the
homelessness crisis throughout California; and
WHEREAS, the City has identified real property located at 301 East Lodi Avenue (APN
043-067-16) as the location for the development of Harmony Homes, a tiny homes project, and
the City Council gave direction to the City Manager to negotiate a purchase price for the
acquisition of the real property within the $200,000 budget of the HEAP grant allocation and
$150,000 of General Fund Capital Outlay funds; and
WHEREAS, the City Manager was authorized to execute a purchase agreement for the
acquisition of the subject real property in a form approved by the City Attorney; and
WHEREAS, the development and operation of the Harmony Homes Project will be
promulgated under an agreement between the City of Lodi and Housing Authority of the County
of San Joaquin, to be brought back to the City Council at a subsequent meeting for approval; and
WHEREAS, the Lodi City Council adopted Resolution 2020-295 authorizing the final
location of the Harmony Homes Project at 301 E. Lodi Avenue at its regular/special meeting on
December 02, 2020.
NOW, THEREFORE, BE IT RESOLVED that the Lodi City Council does hereby ratify the
City Manager's execution of a purchase agreement to purchase real property located at 301 East
Lodi Avenue (APN 046-067-16) from Leigh Holmes and Jackleen Holmes, owners, entitled
Contract for Acquisition of Real Property (a copy of which is attached), for the Harmony Homes
Project and further ratifies the appropriation of funds in the amount of $150,000 from the General
Fund Capital Outlay Fund to purchase the subject real property.
Dated: January 6, 2021
------------------------------------------------------------------------
I hereby certify that Resolution No. 2021-14 was passed and adopted by the City Council
of the City of Lodi in a special meeting held January 6, 2021 by the following votes:
AYES: COUNCIL MEMBERS — Chandler, Kuehne, Khan, Hothi, and
Mayor Nakanishi
NOES: COUNCIL MEMBERS — None
ABSENT: COUNCIL MEMBERS — None
ABSTAIN: COUNCIL MEMBERS — None
J NNIFE USMIR
City Cler
021-14
Attachment 1: Purchase Agreement
CONTRACT FOR ACQUISITION OF REAL PROPERTY
California Government Code sections 7267.1 and 7267,2(x)
Acquisition of Property by Negotiation
301 East Lodi Avenue
Lodi, San Joaquin County, California
APN 043-067-16
Leigh Holmes and Jackleen Holmes, husband and wife as joint tenants (hereinafter
referred to as "Grantors") have conditionally delivered to the City of Lodi, a municipal
corporation (hereinafter "Grantee") an executed Grant Deed conveying the real property
described in attachment Exhibit "A" (attached hereto and incorporated herein by
reference), commonly referred to as 301 East Lodi Avenue, located in the City of Lodi,
San Joaquin County, California and designated as Assessor's Subject Property Number
043-067-16 (hereinafter referred as the "Parcel"), and all improvements thereon, if any,
to Grantee.
Grantor acknowledges receipt of a Statement of Summary of Basis for Appraisal
prepared for the City of Lodi by William F. Bambas, MAI, dated November 10, 2020.
Grantors further acknowledges that they may obtain their own appraisal of the Parcel
and has declined to do so.
In consideration of which, and the other considerations hereinafter set forth, it is mutually
agreed as follows:
A. Grantee requires the Parcel, property not now appropriated for
public use, for the construction of a public project known as Harmony
Homes. Harmony Homes will create four (4) units of permanent housing
for homeless individuals and families or those at risk of homelessness to
progress towards stable and independent living (hereinafter the "Public
Project").
B. Because Grantee may exercise the power of eminent domain to
acquire, Grantors are compelled to sell; and because Grantee requires
the Parcel for the Public Project, Grantee is compelled to buy. As such,
the acquisition of the Parcel is an involuntary conversion from a private to
a public use.
C. Both Grantors and Grantee recognize the expense, time, effort,
and risk to both Grantors and Grantee in resolving a dispute over
compensation for the Parcel by eminent domain litigation; and the
compensation set forth herein is in compromise and settlement, in lieu of
such litigation.
D. The parties have herein set forth the whole of their agreement.
The performance of this Agreement constitutes the entire consideration
for the Parcel and shall relieve Grantee of all further- obligation or claims
of whatever kind or nature on this account, or on account of the
J:(CAICITY/PropertyAcquisilion/HarmonyHomesProject/ContractForAcquisition.doc
construction of the Public Project in the manner proposed, including, but
not limited to, claims arising out of its location, grade, or restriction of
private access rights. Grantors acknowledge that Grantee has informed
Grantor as to the plans for the construction of the Public Project.
2. Grantee has opened an escrow with Old Republic Title (Escrow No.
1212025743) at 2020 W. Kettleman Lane, Suite D, Lodi, CA 95242, Attention: Pamela
Cotta, Title Officer, and upon execution of this Agreement will provide instructions to
carry out its terms.
A. Grantors shall convey the Parcel by depositing in an escrow
designated by Grantee a grant deed suitable for recordation upon the
following terms and conditions:
B. Grantee shall deposit in escrow the sum of $350,000 for the
Parcel payable contemporaneously with the delivery of the grant deed as
consideration for the Parcel and all improvements and landscaping
thereon, if any.
C. The Parcel shall be conveyed to Grantee free and clear of all liens
and encumbrances, taxes and assessments, penalties and costs, leases
and licenses (recorded and unrecorded), easements, rights-of-way,
bonds and any and all restrictions of record other than items numbered 1
through 6 in Preliminary Title Report No. 1212025743 -PC, dated as of
November 10, 2020, issued by Old Republic Title, a true and correct copy
of which is attached hereto as Exhibit C.
E. Grantee shall pay all escrow and recording fees incurred in this
transaction. Grantee shall pay the cost of title insurance, if requested by
GrantW Evidence of title shall be a standard policy of tile insurance
issued by the Old Republic Title
V 3. The parties agree that the interests conveyed by Grantors are not eligible
for relocation assistance or benefits under the California Relocation Assistance and Real
Property Acquisition Guidelines.
4. Grantors acknowledge and agree that they continue to be responsible for
the payment(s) of any mortgage, deed of trust, promissory note and/or liens secured by
the Parcel through the close of escrow, if any,
5. In the event that a dispute arises between Grantors and Grantee or
Grantors and any third -party claimant prior to payment to Grantors and it becomes
necessary for Grantee to file a condemnation action then:
A. The compensation provided for in this Agreement shall draw
interest as prescribed at the apportionment rate calculated by the State
Controller as the rate of earning by the Surplus Money Investment Fund
for each six-month period. Grantors shall be entitled to receive interest
on the sum received as compensation pursuant to this Agreement for
Grantors' interest in the Parcel beginning at the date of possession of the
Parcel by Grantee as provided for in paragraph 2B of this Agreement.
B. Grantors waive all claims and defenses challenging Grantee's
right to acquire the Parcel by eminent domain in the event that Grantee
JJCA/CITY/ProperlyAcquisition/HarmonyHomesProjecl/ContracfforAcquisition.doc 2
files any subsequent eminent domain action proceeding, and agrees that
the City of Lodi has the right to acquire the Parcel by eminent domain and
that the public interest and necessity require the Public Project; that the
Public Project is planned or located in the manner that will be the most
compatible with the greatest public good and the least private injury; that
the Parcel is necessary for the Public Project; and an offer in an amount
no less than the full amount of the City's approved appraisal was made to
Grantors. Grantors and Grantee agree that the total amount of
compensation that shall be awarded is the sum provided in paragraph 2B
of this Agreement plus interest as provided in paragraph 5A hereinabove.
6. Any notice required to be given by the terms of this Agreement shall be in
writing signed by an authorized representative of the sender and shall be deemed to
have been given when the same is personally served or upon receipt by express or
overnight delivery, postage prepaid, or three (3) days from the time of mailing if sent by
first class or certified mail, postage prepaid, addressed to the respective parties as
follows:
To GRANTEE: City of Lodi
Community Development Department
221 West Pine Street
P.O. Box 3006
Lodi, CA 95241-1910
Attention: John Della Monica, Director
To GRANTORS: Leigh Holmes and Jackleen Holmes
20075 North Highway 99
Acampo, CA 95220
7. This Agreement and other documents to be delivered pursuant to this
Agreement may be executed in one or more counterparts, each of which will be deemed
to be an original copy and all of which, when taken together, will be deemed to constitute
one and the same agreement or document, and will be effective when counterparts have
been signed by each of the parties and delivered to the other parties. Further, that each
party agrees that the electronic signatures, whether digital or encrypted, of the parties
included in this Agreement are intended to authenticate this writing and to have the
same force and effect as manual signatures. Delivery of a copy of this Amendment or
any other document contemplated hereby, bearing an original manual or electronic
signature by facsimile transmission (including a facsimile delivered via the Internet), by
electronic mail in "portable document format" (".pdf') or similar format intended to
preserve the original graphic and pictorial appearance of a document, or through the use
of electronic signature software will have the same effect as physical delivery of the
paper document bearing an original signature.
The parties will recognize no obligations other than those set forth in this Agreement
hereto.
J:/CA/CITY/PropertyAcquisition/HarmonyHomesProject/ContractForAcquisition.doc
The undersigned hereby represent and warrant that they are authorized by the parties
they purport to represent to execute this Contract for Acquisition for Purchase of Real
Property ("Agreement').
,r h
IN WITNESS WHEREOF, the parties have executed this Agreement on the 7- day of
December 2020, at Lodi, San Joaquin County, California.
"Owners"/'Grantors"
LeigK Holmes
*4&�"
ckleen Holmes
City of Lodi, a municipal corporation
By 0"'A .r Xaw
on behalf of Stephen Schwabauer
City Manager
Attest:
Jennifer Cusmir
City Clerk
Approved as to Form
JANICE D. MAGDICH
CITY ATTORNEY
By
Janice D. Magdich
City Attorney
J;/CA/CITY/ProperlyAcquisition/HarrnonyftnesProject/ContraefforAcquisition.doc 4