2023/02/01 Bank Of America Partially Executed - Purchase and Sale Agreement for building at 26800 Cherry Hills Blvd, Menifee Purchaser’s Initials ___________
Sun City CA6-148 1
151019068v2
Name of Property: Sun City CA6-148
Address: 26800 Cherry Hills Blvd., Menifee,
CA 92586
County and State: Riverside County, California
PURCHASE AND SALE AGREEMENT
THIS PURCHASE AND SALE AGREEMENT (this “Agreement”) is made between BANK OF
AMERICA, NATIONAL ASSOCIATION, a national banking association (“Seller”), and a CITY OF
MENIFEE (“Purchaser”).
In consideration of the mutual covenants herein contained, Seller and Purchaser agree as follows:
1. PURCHASE AND SALE
1.1 Purchase and Sale. Subject to the terms and conditions of this Agreement, Seller hereby
agrees to sell and convey to Purchaser, and Purchaser hereby agrees to purchase from Seller, the
following described property (herein called the “Property”):
(a) Land. That certain tract of land (the “Land”) more particularly described on
Exhibit A, attached hereto and incorporated herein by reference together with all improvements,
if any, located thereon;
(b) Easements. All easements, if any, benefiting the Land;
(c) Rights and Appurtenances. All rights and appurtenances pertaining to the
foregoing, if any, including any right, title and interest of Seller, if any, in and to adjacent streets,
alleys or rights-of-way;
(d) Improvements. All improvements (the “Improvements”) in and on the Land; and
(e) Tangible Personal Property. Subject to the provisions of Section 9.2 and
Section 9.3 hereinafter, all of Seller’s right, title and interest in all appliances, fixtures,
equipment, machinery, furniture, carpet, drapes and other personal property, if any, owned by
Seller and located on or about the Land and the Improvements not removed by Seller by the
Closing Date (the “Tangible Personal Property”).
2. PURCHASE PRICE
2.1 Purchase Price. The purchase price (the “Purchase Price”) for the Property shall be a all
cash offer of One Million Six Hundred Seventy-Five Thousand AND NO/100 DOLLARS
($1,675,000.00) and shall be paid by Purchaser to Seller at the Closing (as defined in Section 6.1). The
Purchase Price shall be payable at Closing in United States currency as provided in Section 6.6(a) below.
3. EARNEST MONEY
3.1 Earnest Money. Within two (2) business days after the date this fully executed Agreement
has been delivered to Purchaser, in accordance with Section 10.1 of this Agreement, Purchaser shall
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deliver to FIRST AMERICAN TITLE INSURANCE COMPANY (the “Escrow Agent”), as escrow
agent, at 201 South College St., Suite 1440, Charlotte, NC 28244, Attn: Debbie Stewart, 704.405.3225,
FABOATEAM@firstam.com, by cashier’s check at the address in Section 10.1 hereof or by wire transfer
to such account as directed by Escrow Agent a deposit in an amount equal to ten percent (10%) of the
Purchase Price in United States dollars (such amount, together with all interest, if any, earned thereon
being referred to as the “Earnest Money”), together with an executed W-9 form if Purchaser desires to
have Escrow Agent invest such Earnest Money in an interest bearing account. The Earnest Money shall
be held in accordance with the Earnest Money Escrow Agreement Terms attached to this Agreement as
Exhibit B. Seller shall have the option to declare a default and Terminate this Agreement if the Earnest
Money and the executed W-9 form are not delivered to the Escrow Agent within such time. As used
herein, “Terminate” and/or “Terminated” shall mean the termination of this Agreement, by Purchaser or
Seller as applicable as expressly set forth in this Agreement, in which event thereafter neither party hereto
shall thereafter have any further rights, obligations or liabilities hereunder except to the extent that any
right, obligation or liability set forth herein expressly survives the termination of this Agreement . The
Earnest Money shall be non-refundable for any reason, except Seller’s default, and is effectively option
money to induce Seller to sell the Property to Purchaser in accordance with this Agreement . If the sale of
the Property is consummated pursuant to the terms of this Agreement, the Earnest Money shall be paid to
Seller and applied to the payment of the Purchase Price.
4. CONDITIONS TO CLOSING
4.1 Title Commitment, Survey and Phase I.
(a) Prior to the execution of this Agreement, Seller has delivered or made available
to Purchaser for Purchaser’s review, among other items, (i) a commitment for title insurance (the
“Title Commitment”) for an Owner’s Policy of Title Insurance issued by First American Title
Insurance Company (the “Title Company”); (ii) a survey of the Property (the “Survey”); and
(iii) a Phase I environmental site assessment of the Property (“Phase I”).
(b) Seller shall deliver to Purchaser within thirty (30) days after full execution of this
Agreement for the Property, (i) if Purchaser desires to purchase an Owner’s Policy of Title
Insurance and desires to incur further costs (beyond those set forth in Section 6.4) with respect
thereto, an endorsement or its equivalent to the Title Commitment (the “Endorsement”), naming
Purchaser as the insured and updating the effective date of the Title Commitment; and (ii) a
Survey certified to Purchaser and updating the effective date of the Survey, if required b y the
Title Company, but only if Purchaser desires such update and desires to incur further costs
(beyond those set forth in Section 6.4) with respect thereto, if any. Purchaser shall be required to
accept title insurance from Seller’s Title Company and title agent, and by execution of this
Agreement, Purchaser agrees that said title agent shall close the transaction contemplated by this
Agreement. Seller shall not be obligated to cure or satisfy any new requirements and exceptions
contained on the Endorsement or updated Title Commitment and shall not be obligated to cure
any new matters disclosed by the Survey certified to Purchaser.
(c) The conveyance of the Property shall be subject to certain Permitted Exceptions.
The term “Permitted Exceptions”, as used herein, shall mean (i) the title exceptions listed in
Schedule B of the Title Commitment, (ii) any general exceptions and exclusions contai ned in the
standard owner’s policy of the Title Company that are not deleted pursuant to the Owner’s
Affidavit, and (iii) the exceptions listed on Exhibit C hereto.
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(d) Seller shall deliver to Purchaser within ten (10) days after full execution of this
Agreement a copy of the Commercial Real Property Owner’s Guide to Earthquake Safety
(including whether or not the Property is situated in a Special Study Zone as designated under the
Alquist-Priolo Special Earthquake Studies Zone Act, which may subject construction or
development of the Property to the findings of an acceptable geologic report).
4.2 Inspection. Upon forty-eight (48) hours prior request, Purchaser may inspect the Property
at any reasonable time on or before thirty (30) days after the date of this Agreement for the purpose of
conducting such investigations and inspections as Purchaser shall deem appropriate, including but not
limited to obtaining geotechnical reports and obtaining building reports, but excluding any Phase II
environmental site assessment without Seller’s express written consent, which may be withheld in
Seller’s sole discretion (the "Inspection Period"). Purchaser acknowledges that the Property is comprised
of banking centers and agrees that Purchaser must be accompanied by a representative of Seller when
inspecting the Property and that certain inspections must occur after business hours. Purchaser may
Terminate this Agreement by notifying Seller in writing prior to the expiration of the Inspection Period,
for any reason in Purchaser’s sole discretion, provided the Earnest Money shall not be refundable to
Purchaser, and the Earnest Money shall be paid to Seller. In the event Purchaser does not give such
notification to Seller in writing prior to the expiration of the Inspection Period, Purchaser shall be deemed
conclusively to have waived its right to Terminate under this Section 4.2. Purchaser shall bear the cost of
all such inspections and investigations of the Property. Purchaser shall be liable for all costs and
expenses, and for damages or injury to any person or property resulting from any inspection, and
Purchaser shall indemnify and hold harmless Seller from any liability, claims or expenses (including,
without limitation, construction liens and/or reasonable attorneys’ fees) resulting therefrom. The
obligations of Purchaser set forth in this Section 4.2 shall survive Closing or the termination of this
Agreement, as applicable.
4.3 Confidentiality. All information provided by Seller to Purchaser or obtained by Purchaser
relating to the Property in the course of its review, including, without limitation, any environmental
assessment or audit, shall be treated as confidential information by Purchaser and Purchaser shall instruct
all of its employees, agents, representatives and contractors as to the confidentiality of all such
information. Purchaser will not, except with the express prior written consent of Seller, directly or
indirectly, (a) disclose or permit the disclosure of any information to any person or entity, except persons
who are bound to observe the terms hereof, or (b) use or permit the use of all information pertaining to the
Property (1) in any way detrimental to the Seller or (2) for any purpose other than evaluating the
contemplated purchase of the Property. Purchaser agrees, that if the Closing does not occur, Purchaser
will promptly return to the Seller or its authorized agent all written or tangible information pertaining to
the Property, including all copies or extracts thereof, and all notes based upon the information. Neither
the Seller, nor any of its officers, directors, employees, agents or representatives, shall be deemed to make
or have made any representation or warranty as to the accuracy or completeness of any information
pertaining to the Property or whether or not the information provided constitutes all of the information
available to the Seller; and neither the Seller nor any of its officers, directors, employees, re presentatives
or agents shall have any liability resulting from Purchaser’s use of any information pertaining to the
Property. Notwithstanding anything to the contrary set forth in this Agreement, the obligations of
Purchaser set forth in this Section 4.3 shall survive the Closing or the termination of this Agreement, as
applicable.
4.4 Termination. If this Agreement is Terminated for any reason, Purchaser shall, within ten
(10) days of such termination, deliver to Seller copies of the Title Commitments, Surveys, and any
updates, all feasibility studies, engineering reports, environmental reports and all other information
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obtained by Purchaser with respect to the Property. The obligations of Purchaser set forth in this Section
4.4 shall survive termination of this Agreement.
5. NO REPRESENTATIONS OR WARRANTIES BY SELLER;
ACCEPTANCE OF PROPERTY; COVENANTS BY SELLER
5.1 Disclaimer. PURCHASER ACKNOWLEDGES AND AGREES THAT NEITHER
SELLER NOR ITS AGENTS HAVE MADE AND DO NOT MAKE, AND SELLER AND ITS
AGENTS SPECIFICALLY NEGATE AND DISCLAIM, ANY REPRESENTATIONS, WARRANTIES
(OTHER THAN THE WARRANTY OF TITLE AS SET OUT IN THE DEED, AS DEFINED BELOW),
PROMISES, COVENANTS, AGREEMENTS OR GUARANTIES OF ANY KIND OR CHARACTER
WHATSOEVER, WHETHER EXPRESS OR IMPLIED, ORAL OR WRITTEN, PAST, PRESENT OR
FUTURE, OF, AS TO, CONCERNING OR WITH RESPECT TO (A) THE VALUE, NATURE,
QUALITY OR CONDITION OF THE PROPERTY, INCLUDING WITHOUT LIMITATION, THE
WATER, SOIL AND GEOLOGY, (B) THE INCOME TO BE DERIVED FROM THE PROPERTY, (C)
THE SUITABILITY OF THE PROPERTY FOR ANY AND ALL ACTIVITIES AND USES WHICH
PURCHASER MAY CONDUCT THEREON, (D) THE COMPLIANCE OF OR BY THE PROPERTY
OR ITS OPERATION WITH ANY LAWS, RULES, ORDINANCES OR REGULATIONS OF ANY
APPLICABLE GOVERNMENTAL AUTHORITY OR BODY, (E) THE HABITABILITY,
MERCHANTABILITY, MARKETABILITY, PROFITABILITY OR FITNESS FOR A PARTICULAR
PURPOSE OF THE PROPERTY, (F) THE MANNER OR QUALITY OF THE CONSTRUCTION OR
MATERIALS, IF ANY, INCORPORATED INTO THE PROPERTY, (G) THE MANNER, QUALITY,
STATE OF REPAIR OR LACK OF REPAIR OF THE PROPERTY, OR THE OPERATION THEREOF,
INCLUDING, BUT NOT LIMITED TO, ANY APPLIANCES, FIXTURES, EQUIPMENT,
MACHINERY, FURNITURE, VAULTS AND VAULT DOORS (IF ANY ARE SO LOCATE D IN THE
PROPERTY), OR (H) ANY OTHER MATTER WITH RESPECT TO THE PROPERTY, AND
SPECIFICALLY, THAT SELLER AND ITS AGENTS HAVE NOT MADE, DO NOT MAKE AND
SPECIFICALLY DISCLAIM ANY REPRESENTATIONS REGARDING COMPLIANCE WITH ANY
ENVIRONMENTAL PROTECTION, POLLUTION OR LAND USE, CALIFORNIA HEALTH &
SAFETY CODE, ZONING OR DEVELOPMENT OF REGIONAL IMPACT LAWS, RULES,
REGULATIONS, ORDERS OR REQUIREMENTS, INCLUDING THE EXISTENCE IN OR ON THE
PROPERTY OF HAZARDOUS MATERIALS (AS DEFINED BELOW), MOLD OR MILDEW.
PURCHASER FURTHER ACKNOWLEDGES AND AGREES THAT HAVING BEEN GIVEN THE
OPPORTUNITY TO INSPECT THE PROPERTY, PURCHASER IS RELYING SOLELY ON ITS
OWN INVESTIGATION OF THE PROPERTY AND NOT ON ANY INFORMATION PROVIDED OR
TO BE PROVIDED BY SELLER OR ITS AGENTS AND AT THE CLOS ING AGREES TO ACCEPT
THE PROPERTY AND WAIVE ALL OBJECTIONS OR CLAIMS AGAINST SELLER AND/OR
SELLER’S AGENTS (INCLUDING, BUT NOT LIMITED TO, ANY RIGHT OR CLAIM OF
CONTRIBUTION) ARISING FROM OR RELATED TO THE PROPERTY OR TO ANY
HAZARDOUS MATERIALS ON THE PROPERTY, MOLD OR MILDEW. PURCHASER FURTHER
ACKNOWLEDGES AND AGREES THAT ANY INFORMATION PROVIDED OR TO BE
PROVIDED WITH RESPECT TO THE PROPERTY WAS OBTAINED FROM A VARIETY OF
SOURCES AND THAT NEITHER SELLER NOR ITS AGENTS HAVE MADE ANY INDEPENDENT
INVESTIGATION OR VERIFICATION OF SUCH INFORMATION AND MAKES NO
REPRESENTATIONS AS TO THE ACCURACY OR COMPLETENESS OF SUCH INFORMATION.
SELLER AND ITS AGENTS ARE NOT LIABLE OR BOUND IN ANY MANNER BY ANY VERBAL
OR WRITTEN STATEMENTS, REPRESENTATIONS OR INFORMATION PERT AINING TO THE
PROPERTY, OR THE OPERATION THEREOF, FURNISHED BY ANY REAL ESTATE BROKER,
AGENT, EMPLOYEE, SERVANT OR OTHER PERSON. PURCHASER FURTHER
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ACKNOWLEDGES AND AGREES THAT TO THE MAXIMUM EXTENT PERMITTED BY LAW,
THE SALE OF THE PROPERTY AS PROVIDED FOR HEREIN IS MADE ON AN “AS IS”
CONDITION AND BASIS WITH ALL FAULTS. IT IS UNDERSTOOD AND AGREED THAT THE
PURCHASE PRICE HAS BEEN ADJUSTED BY PRIOR NEGOTIATION TO REFLECT THAT ALL
OF THE PROPERTY IS SOLD BY SELLER AND PURCHASED BY PURCHASER SUBJECT TO
THE FOREGOING. THE PROVISIONS OF THIS SECTION 5.1 SHALL SURVIVE THE CLOSING.
5.2 Hazardous Materials. “Hazardous Materials” shall mean any substance which is or
contains (i) any “hazardous substance” as now or hereafter defined in the Comprehensive Environmental
Response, Compensation, and Liability Act of 1980, as amended (42 U.S.C. §9601 et seq.) (“CERCLA”)
or any regulations promulgated under or pursuant to CERCLA; (ii) any “hazardous waste” as now or
hereafter defined in the Resource Conservation and Recovery Act (42 U.S.C. §6901 et seq.) (“RCRA”) or
regulations promulgated under or pursuant to RCRA; (iii) any substance regulated by the Toxic
Substances Control Act (15 U.S.C. §2601 et seq.); (iv) gasoline, diesel fuel, or other petroleum
hydrocarbons; (v) asbestos and asbestos containing materials, in any form, whether friable or non-friable;
(vi) polychlorinated biphenyls; (vii) radon gas; and (viii) any additional substances or materials which are
now or hereafter classified or considered to be hazardous or toxic under Environmental Requirements (as
hereinafter defined) or the common law, or any other applicable laws relating to the Property. Hazardous
Materials shall include, without limitation, any substance, the presence of which on the Property, (A)
requires reporting, investigation or remediation under Environmental Requirements; (B) causes or
threatens to cause a nuisance on the Property or adjacent property or poses or threatens to pose a hazard to
the health or safety of persons on the Property or adjacent property; or (C) which, if it emanated or
migrated from the Property, could constitute a trespass.
5.3 Environmental Requirements. Environmental Requirements shall mean all laws,
ordinances, statutes, codes, rules, regulations, agreements, judgments, orders, and decrees, now or
hereafter enacted, promulgated, or amended, of the United States, the states, the counties, the cities, or
any other political subdivisions in which the Property is located, and any other political subdivision,
agency or instrumentality exercising jurisdiction over the owner of the Property, the Property, or the use
of the Property, relating to pollution, the protection or regulation of human health, natural resources, or
the environment, or the emission, discharge, release or thr eatened release of pollutants, contaminants,
chemicals, or industrial, toxic or hazardous substances or waste or Hazardous Materials into the
environment (including, without limitation, ambient air, surface water, ground water or land or soil).
5.4 Environmental Risks. Purchaser acknowledges that there are, or may be, certain
environmental issues and/or risks with respect to the Property.
5.5 Indemnity. Purchaser hereby expressly acknowledges that from and after the Closing,
Purchaser shall be responsible and liable for the proper maintenance and handling of any and all
Hazardous Materials, if any, located in or on the Property or in the Improvements in accordance with all
Environmental Requirements, including the regulations at 40 C.F.R. Section 61 as authorize d under the
Clean Air Act and all regulations promulgated or to be promulgated under all other applicable local, state
or federal laws, rules or regulations, as same may be amended from time to time. Furthermore, from and
after Closing, Purchaser shall indemnify and hold Seller harmless from and against any and all claims,
costs, damages or other liability, including attorney’s fees, incurred by Seller as a result of any Hazardous
Materials being located now or previously on the Property or in the Improvements or as a result of
Purchaser’s failure to comply with the requirements of this Section in connection with Purchaser’s proper
maintenance and handling of any and all Hazardous Materials, if any, located in or on the Property or in
the Improvements. This Section shall survive the Closing of this Agreement.
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5.6 Release. Purchaser, on behalf of itself and its heirs, successors and assigns hereby waives,
releases, acquits and forever discharges Seller, its officers, directors, shareholders, employees, agents,
attorneys, brokers, property managers, representatives, and any other persons acting on behalf of Seller
and the successors and assigns of any of the preceding, of and from any and all claims, actions, causes of
action, demands, rights, damages, costs, expenses or compensation whatsoever, direct or indirect, known
or unknown, foreseen or unforeseen, which Purchaser or any of its heirs, successors or assigns now has or
which may arise in the future on account of or in any way related to or in connection with any past,
present, or future physical characteristic or condition of the Property or the Improvements (including, but
not limited to, any vault that may be located in the Property and the access and operation of any such
vault and the door(s) thereof, including any keys or codes with respect thereto obtained by Purchaser)
including, without limitation, any Hazardous Materials in, at, on, under or related to the Property or the
Improvements, or any violation or potential violation of any Environmental Requirement applicable
thereto. Notwithstanding anything to the contrary set forth herein, this Section shall survive the Closing
or termination of this Agreement.
THIS RELEASE INCLUDES CLAIMS OF WHICH PURCHASER IS PRESENTLY UNAWARE OR
WHICH PURCHASER DOES NOT PRESENTLY SUSPECT TO EXIST WHICH, IF KNOWN BY
PURCHASER, WOULD MATERIALLY AFFECT PURCHASER’S RELEASE TO SELLER.
PURCHASER SPECIFICALLY WAIVES THE PROVISION OF CALIFORNIA CIVIL CODE
SECTION 1542, WHICH PROVIDES AS FOLLOWS: “A GENERAL RELEASE DOES NOT
EXTEND TO CLAIMS WHICH THE CREDITOR DOES NOT KNOW OR EXPECT TO EXIST IN
HIS OR HER FAVOR AT THE TIME OF EXECUTING THE RELEASE, WHICH IF KNOWN BY
HIM OR HER MUST HAVE MATERIALLY AFFECTED HIS OR HER SETTLEMENT WITH THE
DEBTOR.”
Seller’s initials ___________ Purchaser’s initials ___________
Notwithstanding anything to the contrary set forth herein, this release shall survive the Closing or
termination of this Agreement.
5.7 Natural Hazard Disclosures. Purchaser hereby waives any obligation of Seller to deliver a
report detailing the natural hazards affecting the Property prepared by an independent third party pursuant
to California Civil Code Sec. 1102.4. Seller shall make the natural hazard disclosures pursuant to
California Government Code Sections 8589.3, 8589.4 and 8589.5, and California Public Resources Code
Sections 2621.9, 2694 and 4136.
6. CLOSING
6.1 Closing. The closing (the “Closing”) shall be held on a date determined by Seller (the
“Closing Date”), which shall be the later of (i) if applicable, thirty (30) days after the banking center
located on the Property has closed for business, if the banking center is operational on the Effective Date
of this Agreement, or (ii) thirty (30) days after the expiration of the Inspection Period (the “Closing
Deadline”), provided Seller shall have the right to extend the Closing Deadline for up to an additional
thirty (30) days. The Closing shall be held in escrow by delivering all documents and the Purchase Price
to the Escrow Agent, or its designee, on or before the Closing Deadline, unless the parties mutually agree
upon another time or date.
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6.2 Possession. Possession of the Property shall be delivered to Purchaser at the Closing,
subject to the Permitted Exceptions.
6.3 Proration: Taxes. At Closing, pro-rations of income and expense and the apportionment of
taxes shall be as follows:
(a) All prorations of income, expense and taxes shall be made as of midnight of the day
prior to the Closing. Taxes shall be prorated based upon the maximum allowable discount and other
applicable exemptions. If the Closing shall occur before the tax rate or the assessed valuation of the Property
is fixed for the then current year, the apportionment of taxes shall be upon the basis of the tax rate for the
preceding year applied to the latest assessed valuation based upon the maximum allowable discount and other
applicable exemptions. Subsequent to the Closing, when the tax rate and the assessed valuation of the
Property is fixed for the year in which the Closing occurs, the parties agree that there shall be no post-closing
adjustment of the tax proration. If the Property is not assessed as a separate parcel for tax or assessment
purposes, then such taxes and assessments attributable to the Property shall be determined by Seller in its
reasonable discretion. If, as of the Closing, the Property is not being treated as a separate tax parcel, then
Purchaser shall, at its sole cost and expense, use diligent best efforts to ensure that the Property is assessed
separately for tax and assessment purposes within no more than one year from the Closing Date.
(b) The agreements of Seller and Purchaser set forth in this Section 6.3 shall survive the
Closing.
6.4 Closing Costs. Except as otherwise expressly provided herein, Seller shall pay, on the
Closing Date, all of the cost of the preparation of the Deed (as defined in Section 6.5 (a) below), any
documentary stamps or transfer taxes on the deed and surtax, if any (exclusive of any that, under state or
local laws, are imposed on the buyer or grantee), and certified and pending special assessment liens for
which the work has been substantially completed, and Purchaser shall pay, on the Closing Date, the cost
of the Title Commitment, including, without limitation, the cost of any title searches or abstracts of the
Property, and the premium for the Owner’s Policy, all recording costs, intangible tax on any mortgage,
documentary stamps or tax on any note, pending special assessment liens for which the work has not been
substantially completed, the cost of any inspections conducted by or for the benefit of Purchaser,
including, but not limited to, any zoning, permitting or other certification that may be obtained by
Purchaser or that may be required to be delivered to Purchaser by any governmental authority as a
condition to the conveyance of the Property from Seller to Purchaser, and any other customary charges
and costs of closing. In addition, Purchaser shall reimburse Seller for the cost of (a) the Title
Commitment and any search fees, the Survey, and the Phase I, which costs are, as of the date hereof,
$335.00 for the costs of the initial Title Commitment, $4,350.00 for the costs of the initial Survey, and
$1,900.00 for the costs of the initial Phase I, and which costs for Survey and Phase I are in accordance
with the rates negotiated by Seller with the vendors, and (b) any recertifications, endorsements and
updates thereof required in connection herewith. Notwithstanding the foregoing, in the event Purchaser
assigns this Agreement after the full execution of this Agreement, provided Purchaser receives Seller’s
consent for said assignment as outlined in Section 10.8 below, Purchaser shall be responsible for Seller’s
attorney’s fees associated with said assignment in the amount of SEVEN HUNDRED FIFTY and 00/100
DOLLARS ($750.00). Except as otherwise provided herein, each party shall pay its own attorneys’ fees.
Purchaser shall pay the cost of any escrow fees, closing fees, and any fees to prepare the Closing
Statement (as defined in Section 6.5 (f) below) charged by the Escrow Agent. The premiums for the title
insurance policies shall be at the rates promulgated by the state or recording district, as applicable, where
the Property is located.
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6.5 Seller’s Obligations at the Closing. At the Closing, Seller shall deliver to Escrow Agent, or
its designee, each of the following documents but in no event earlier than the delivery to Seller of all of
the proceeds of sale of the Property by wire transfer or immediately available U.S. funds:
(a) Deeds. A Grant Deed in the form approved for or otherwise customarily used for
conveyances in the recording district in which the Property is situated (the “Deed”) properly
executed by Seller for recording and conveying the Property and the Improvements located
thereon to Purchaser subject to no exceptions other than the Permitted Exceptions.
(b) Evidence of Authority. Copy of such documents and resolutions as may be
acceptable to the Title Company, so as to evidence the authority of the person signing the Deed
and other documents to be executed by Seller at the Closing.
(c) Foreign Person. An affidavit of Seller certifying that Seller is not a “foreign
person”, as defined in the Federal Foreign Investment in Real Property Tax Act of 1980 and the
1984 Tax Reform Act, as amended.
(d) Owner’s Affidavits. An executed affidavit or other document for the Property
acceptable to the Title Company in issuing the Owner’s Policy without exception for possible lien
claims of mechanics, laborers and materialmen or for parties in possession, and insuring the
“gap.”
(e) Bill of Sale and Assignment. Bill of Sale and Assignment for the Property (the
“Bill of Sale”) executed by Seller and Purchaser assigning to Purchaser the Tangible Personal
Property, in the form attached to this Agreement as Exhibit D.
(f) Closing Statement. A closing statement setting forth the allocation of closing costs,
purchase proceeds, etc. (the “Closing Statement”).
(g) California Form 593-C. A properly executed California Form 593-C or other
evidence sufficient to establish that Purchaser is not required to withhold any portion of the
Purchase Price pursuant to Sections 18805 and 26131 of the California Revenue and Taxation
Code.
(h) Other Documentation. Such other documents as may be reasonable and necessary
in the opinion of the Title Company to consummate and close the purchase and sale contemplated
herein pursuant to the terms and provisions of this Agreement, provided Seller shall not be
required to cure any title objections.
6.6 Purchaser’s Obligations at the Closing. At the Closing, Purchaser shall deliver to Seller the
following:
(a) Purchase Price. The Purchase Price by wire transfer of immediately available U.S.
fund.
(b) Evidence of Authority. Such consents and authorizations as Seller may reasonably
deem necessary to evidence authorization of Purchaser for the purchase of the Property, the
execution and delivery of any documents required in connection with Closing and the taking of
all action to be taken by the Purchaser in connection with Closing.
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(c) Bill of Sale and Assignment. Bill of Sale and Assignment for the Property (the
“Bill of Sale”) executed by Seller and Purchaser assigning to Purchaser the Tangible Personal
Property, in the form attached to this Agreement as Exhibit D.
(d) Closing Statement. A closing statement setting forth the allocation of closing
costs, purchase proceeds, etc. (the “Closing Statement”).
(e) California Filing. A properly executed Preliminary Change of Ownership Report.
(f) Other Documentation. Such other documents as may be reasonable and necessary
in the opinion of the Title Company to consummate and close the purchase and sale contemplated
herein pursuant to the terms and provisions of this Agreement, including without limitation the
Closing Statement.
7. RISK OF LOSS
7.1 Condemnation. If, after the date of this Agreement and prior to the Closing, action is
initiated to take the Property by eminent domain proceedings or by deed in lieu thereof, Purchaser may
either (a) Terminate this Agreement, or (b) consummate the Closing, in which latter event the award of
the condemning authority shall be assigned to Purchaser at the Closing. If, prior to the date of this
Agreement, an action has been initiated to take any of the Pro perty by eminent domain proceedings or by
deed in lieu thereof, any award made by the condemning authority shall be paid to Seller and the portion
of the Property taken shall be deleted from the Property without a reduction in the Purchase Price.
7.2 Casualty. Seller assumes all risks and liability for damage to or injury occurring to the
Property by fire, storm, accident, or any other casualty or cause until the Closing has been consummated.
If the Property and its Improvements suffer any damage in excess of $100,000.00 prior to the Closing
from fire or other casualty, which Seller, at its sole option, does not re pair, Purchaser may either (a)
Terminate this Agreement, or (b) consummate the Closing, in which latter event the proceeds of any
insurance not exceeding the Purchase Price and covering such damage shall be assigned to Purchaser at
the Closing. If the Property and its Improvements suffer any damage less than or equal to $100,000.00
prior to the Closing, Purchaser agrees that it will consummate the Closing and accept the assignment of
the proceeds of any insurance covering such damage at the Closing.
8. DEFAULT
8.1 Default by Purchaser. The parties acknowledge that in the event of a default by Purchaser,
Seller’s actual damages would be extremely difficult or impracticable to determine; therefore, the parties
agree that the amount of the Earnest Money has been agreed upon, as the parties’ reasonable estimate of
Seller’s damages, and in the event that Purchaser fails to perform all of Purchaser’s obligations under this
Agreement, and any such failure continues for five (5) business days after the date of written notice
(which written notice shall detail such failure), Seller shall be entitled to Terminate this Agreement by
written notice to Purchaser of such termination and the Earnest Money deposited hereunder by Purchaser,
together with all interest earned thereon, shall be paid to Seller within five (5) business days of such
written notice of termination, as liquidated damages and such shall be Seller’s sole and exclusive remedy
at law or in equity for any default by Purchaser under this Agreement; provided that such liquidated
damages shall not be a limitation upon any obligation of the Purchaser to indemnify and hold harmless
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Sun City CA6-148 10
the Seller contained in this Agreement. The obligations of Purchaser set forth in this Section 8.1 shall
survive the termination of this Agreement.
IN ADDITION, THE EVENT THE CLOSING AND THE CONSUMMATION OF THE
TRANSACTION HEREIN CONTEMPLATED DOES NOT OCCUR AS HEREIN PROVIDED BY
REASON OF ANY DEFAULT OF PURCHASER, PURCHASER AND SELLER AGREE THAT IT
WOULD BE IMPRACTICAL AND EXTREMELY DIFFICULT TO ESTIMATE THE DAMAGES
SUFFERED BY SELLER AS A RESULT OF PURCHASER’S FAILURE TO COMPLETE THE
PURCHASE OF THE PROPERTY PURSUANT TO THIS AGREEMENT, AND THAT UNDER THE
CIRCUMSTANCES EXISTING AS OF THE DATE OF THIS AGREEMENT, THE LIQUIDATED
DAMAGES PROVIDED FOR IN THIS SECTION REPRESENT A REASONABLE ESTIMATE OF
THE DAMAGES WHICH SELLER WILL INCUR AS A RESULT OF SUCH FAILURE; PROVIDED,
HOWEVER THAT THIS PROVISION WILL NOT LIMIT SELLER’S RIGHT TO RECEIVE
REIMBURSEMENT FOR ATTORNEYS’ FEES, NOR WAIVE OR AFFECT PURCHASER’S
INDEMNITY OBLIGATIONS AND SELLER’S RIGHTS TO THOSE INDEMNITY OBLIGATIONS
UNDER THIS AGREEMENT, NOR WAIVE OR AFFECT PURCHASER’S OBLIGATIONS TO
RETURN OR PROVIDE TO SELLER DOCUMENTS, REPORTS OR OTHER INFORMATION
PROVIDED TO OR PREPARED BY OR FOR PURCHASER PURSUANT TO APPLICABLE
PROVISIONS OF THIS AGREEMENT. THEREFORE, PURCHASER AND SELLER DO HEREBY
AGREE THAT A REASONABLE ESTIMATE OF THE TOTAL NET DETRIMENT THAT SELLER
WOULD SUFFER IN THE EVENT THAT PURCHASER DEFAULTS AND FAILS TO COMPLETE
THE PURCHASE OF THE PROPERTY IS AN AMOUNT EQUAL TO THE LIQUIDATED
DAMAGES AS SET FORTH ABOVE IN THIS SECTION 8.1. SAID AMOUNT WILL BE THE
FULL, AGREED AND LIQUIDATED DAMAGES FOR THE BREACH OF THIS AGREEMENT BY
PURCHASER. THE PAYMENT OF SUCH AMOUNT AS LIQUIDATED DAMAGES IS NOT
INTENDED AS A FORFEITURE OR PENALTY W ITHIN THE MEANING OF CALIFORNIA CIVIL
CODE SECTIONS 3275 OR 3369, BUT IS INTENDED TO CONSTITUTE LIQUIDATED DAMAGES
TO SELLER PURSUANT TO CALIFORNIA CIVIL CODE SECTIONS 1671, 1676 AND 1677.
SELLER HEREBY WAIVES THE PROVISIONS OF CALIFORNIA CIVIL CODE SECTION 3389.
UPON DEFAULT BY PURCHASER, THIS AGREEMENT WILL BE TERMINATED AND, EXCEPT
FOR PURCHASER’S INDEMNITY AND OTHER SPECIFIC OBLIGATIONS REFERRED TO
HEREIN WHICH MAY BE ENFORCED BY SELLER (IN ADDITION TO COLLECTION AND
RETENTION BY SELLER OF PURCHASER’S DEPOSIT AS PROVIDED HEREUNDER), NEITHER
PARTY WILL HAVE ANY FURTHER RIGHTS OR OBLIGATIONS HEREUNDER, EACH TO THE
OTHER EXCEPT FOR THE RIGHT OF SELLER TO COLLECT SUCH LIQUIDATED DAMAGES
FROM PURCHASER AND ESCROW HOLDER.
Seller’s initials ___________ Purchaser’s initials ___________
8.2 Default by Seller. The parties acknowledge that in the event of a default by Seller,
Purchaser’s actual damages would be extremely difficult or impracticable to determine; therefore, the
parties agree that the amount of the Earnest Money, together with (a) all interest earned thereon an d (b)
the sum of $5,000.00 has been agreed upon, as the parties’ reasonable estimate of Purchaser’s damages,
and should Seller default, and should any such default continue for five (5) business days after the date of
written notice (which written notice shall detail such default), Purchaser shall be entitled to Terminate this
Agreement by written notice to Seller of such termination and the Earnest Money deposited hereunder by
Purchaser, together with the sums listed in (a) and (b) above, shall be returned to Purchaser and such shall
be Purchaser’s sole and exclusive remedy at law or in equity for any default by Seller under this
Agreement.
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8.3 Return/Delivery of Earnest Money. In the event the Earnest Money is returned to the
Purchaser, as provided in Section 8.2 above, or delivered to the Seller, as provided in Section 8.1 above,
upon the return or delivery of the same, the parties hereto shall have no further rights, obligations or
liabilities with respect to each other hereunder, except for the obligations specified in Section 4.2, Section
4.3, Section 4.4 and Section 10.2 hereof.
Nothing set forth herein shall release Purchaser from its obligations and indemnifications set forth in
Section 4.2, Section 4.3, Section 4.4, and Section 10.2 of this Agreement.
9. FUTURE OPERATIONS
9.1 Future Operations. From the date of this Agreement until the Closing or earlier termination
of this Agreement, Seller will (a) maintain the Property in a manner consistent with Seller’s past practices
with respect to the Property, and (b) promptly advise Purchaser of any litigation, arbitration or
administrative hearing condemnation or damage or destruction concerning the Property arising or
threatened of which Seller has written notice.
9.2 Trade Fixtures and Equipment. Purchaser acknowledges that Seller is currently operating a
banking facility on the Property. Seller shall be entitled, at Seller’s option, to remove from the Property
all trade fixtures, equipment, ATMs, furniture, furnishings, artwork, appliances, supplies, records,
documents, cash, coin, and other items of moveable personal property relating to the operation of Seller’s
business that may be situated upon the Property (including, without limitation, all safes, vaults, vault
doors, signage, pylons, alarms and security equipment, auxiliary generators, cubicles and removable
partitions, computers and computer-related equipment, telecommunication equipment, halon systems,
draperies, and decorations), and such items removed by Seller shall be excluded from the Improvements
and Tangible Personal Property to be conveyed hereunder and shall remain the property of Seller. Seller
shall have no obligation to repair any damage to the Property caused by the removal of such items, and
Purchaser shall accept the Property in its then-existing condition at Closing.
9.3 Customer Information. Notwithstanding anything contained in this Agreement to the
contrary, no computer servers, desktop stations, laptops, files, documents, records or other personal
property which could reasonably be expected to contain customer information, proprietary information or
other confidential information (collectively, the “Protected Items”) shall become the property of or shall
be disposed of by Purchaser. In the event any Protected Items remain on the Property after Closing,
Purchaser shall notify Seller immediately and shall promptly provide access during normal business hours
for Seller to retrieve said items; it being acknowledged by both Purchaser and Seller that such items may
contain sensitive, confidential and/or proprietary information which is subject to federal and/or state
regulations as to ownership, possession, storage, disposal, removal or other handling. Further, Purchaser
shall not make any copies of the information contained in the Protected Items, nor display or disseminate
the Protected Items or the information contained therein to any third parties. Purchaser agrees that it will
not contact any media outlet or other third party to publicize any Protected Items left on the Property.
Upon request, Purchaser shall execute a certificate in a form prepared and provided by the Seller, attesting
under penalty of perjury to the foregoing. This provision shall survive Closing.
10. MISCELLANEOUS
10.1 Notices. All notices, demands and requests which may be given or which are required to
be given by either party to the other under this Agreement, and any exercise of a right of termination
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provided by this Agreement, shall be in writing and shall be deemed effective when either: (i) personally
delivered to the intended recipient; (ii) three (3) business days after having been sent, by certified or
registered mail, return receipt requested, addressed to the intended recipient at the address specified
below; (iii) delivered in person to the address set forth below for the party to whom the notice was given;
or (iv) at noon of the business day next following after having been deposited into the custody of a
nationally recognized overnight delivery service such as Federal Express Corporation or UPS, addressed
to such party at the address specified below. Any notice sent as required by this section and refused by
recipient shall be deemed delivered as of the date of such refusal. For purposes of this Section 10.1, the
addresses of the parties for all notices are as follows (unless changed by similar notice in writing given by
the particular person whose address is to be changed):
IF TO SELLER: Bank of America, National Association
Real Estate Services
Two Smith St.
Mail Code MA6-152-02-01
Wakefield, MA 01880
Attention: Kathleen M. Luongo (CA6-148)
Telephone: 781.756.4818
Email: kathleen.m.luongo@bofa.com
WITH A COPY TO: Katten Muchin Rosenman LLP
550 South Tryon St. – Suite 2900
Charlotte, NC 28202-4213
Attention: Jennifer Dunbar
Telephone: 704.344.3077
Email: jennifer.dunbar@katten.com
IF TO PURCHASER: City of Menifee
29844 Haun Road
Menifee, CA 92584
Attn: Armando G. Villa, City Manager
Telephone: (951)672-6777
Email: ggonzalez@cityofmenifee.us
WITH A COPY TO: Jeff Melching, City Attorney
Rutan and Tucker
18575 Jamboree Road, 9th Floor
Irvine, CA 92612
Attn: Jeff Melching
Telephone: (714)614-5100
Email: jmelching@rutan.com
IF TO ESCROW AGENT/
TITLE COMPANY: First American Title Insurance Company
201 South College St., Suite 1440
Charlotte, NC 28244
Attn: Debbie Stewart
Telephone: 704.405.3225
Email: FABOATEAM@firstam.com
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10.2 Real Estate Commissions. Seller agrees to pay Cushman & Wakefield (“Broker”), upon
the closing of the transaction contemplated hereby, and not otherwise, a cash commission in accordance
with a separate agreement between Seller and Broker. Purchaser agrees to pay any commission due
Purchaser’s broker, if applicable. Purchaser acknowledges that Seller has no obligations, either express
or implied, to Purchaser’s broker and that this Agreement shall not create any privity of contract between
Seller and Purchaser’s broker.
As used herein, “Acquisition Fees” shall mean all fees paid to any person or entity in connection
with the selection and purchase of the Property including real estate commissions, selection fees,
nonrecurring management and startup fees, development fees or any other fee of similar nature. Seller
and Purchaser each hereby agree to indemnify and hold harmless the other from and against any and all
claims for Acquisition Fees or similar charges with respect to this transaction, arising by, through or
under the indemnifying party, and each further agrees to indemnify and hold harmless the other from any
loss or damage resulting from an inaccuracy in the representations contained in this Section 10.2. This
indemnification agreement of the parties shall survive the Closing.
10.3 Entire Agreement. This Agreement embodies the entire agreement between the parties
relative to the subject matter hereof, and there are no oral or written agreements between the parties, nor
any representations made by either party relative to the subject matter hereof, which are not expressly set
forth herein, as this Agreement supersedes all prior negotiations or agreements between Seller and
Purchaser with respect to the subject matter hereof, including, but not limited to, any term sheet, letter of
intent, or other communication.
10.4 Amendment. This Agreement may be amended only by a written instrument executed by
the party or parties to be bound thereby.
10.5 Headings. The captions and headings used in this Agreement are for convenience only
and do not in any way limit, amplify, or otherwise modify the provisions of this Agreement.
10.6 Time of Essence. Time is of the essence of this Agreement; however, if the final date of
any period which is set out in any provision of this Agreement falls on a Saturday, Sunday or legal
holiday under the laws of the United States or the state in which the Property is located, then, in such
event, the time of such period shall be extended to the next day which is not a Saturday, Sunday or legal
holiday.
10.7 Governing Law. This Agreement shall be governed by the laws of the State in which the
Property is located and the laws of the United States pertaining to transactions in such State. For any
controversy hereunder, the parties shall submit to the venue of a court of competent jurisdiction in the
county in which the Property is located. All of the parties to this Agreement have participated freely in
the negotiation and preparation hereof; accordingly, this Agreement shall not be more strictly construed
against any one (1) of the parties hereto.
10.8 Successors and Assigns; Assignment. This Agreement shall bind and inure to the benefit
of Seller and Purchaser and their respective heirs, executors, administrators, personal and legal
representatives, successors and assigns. Purchaser shall not assign Purchaser’s rights under this
Agreement without the prior written consent of Seller, which may be denied in Seller’s sole discretion. In
the event any assignment of rights is approved and the Property is conveyed to an assignee of Purchaser,
such assignment and conveyance shall not alter, impair or relieve either Purchaser or such assignee from
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Sun City CA6-148 14
the waivers, acknowledgments, assumptions and agreements of Purchaser set forth herein, all of wh ich
are binding upon the assignee of Purchaser, and all of which are expressly assumed by such assignee as
among the obligations and liabilities which survive the Closing by the closing of the transaction and
acceptance of the Deed.
10.9 Invalid Provision. If any provision of this Agreement is held to be illegal, invalid or
unenforceable under present or future laws, such provision shall be fully severable; this Agreement shall
be construed and enforced as if such illegal, invalid or unenforceable provision had never comprised a
part of this Agreement, and the remaining provisions of this Agreement shall remain in full force and
effect and shall not be affected by such illegal, invalid, or unenforceable provision or by its severance
from this Agreement.
10.10 Attorneys’ Fees. In the event it becomes necessary for either party hereto to file suit to
enforce this Agreement or any provision contained herein, the party prevailing in such suit shall be
entitled to recover, in addition to all other remedies or damages, as provided herein, reasonable attorneys’
fees, paralegal fees and cost incurred in such suit at trial, appellate, bankruptcy and/or administrative
proceedings.
10.11 Multiple Counterparts. This Agreement may be executed in a number of identical
counterparts which, taken together, shall constitute collectively one (1) agreement; but in making proof of
this Agreement, it shall not be necessary to produce or account for more than one such counterpart
executed by the party to be charged.
10.12 Date of this Agreement. As used in this Agreement, the terms “date of this Agreement”,
“Effective Date”, or “date hereof” shall mean and refer to the date on which Seller executes this
Agreement.
10.13 Exhibits. The following exhibits are attached to this Agreement and are incorporated
into this Agreement and made a part hereof:
(a) Exhibit A, the Land;
(b) Exhibit B, the Earnest Money Escrow Agreement Terms;
(c) Exhibit C, the Permitted Exceptions; and
(d) Exhibit D, the Bill of Sale.
10.14 Authority. Each party hereto represents and warrants to the other that the execution of
this Agreement and any other documents required or necessary to be executed pursuant to the provisions
hereof are valid, binding obligations and are enforceable in accordance with their terms.
10.15 Recordation; Publicity. Neither this Agreement nor any memorandum or other summary
of this Agreement shall be placed of public record under any circumstances except with the prior written
consent of the Seller and the Purchaser. In addition, from and after the effective date of this Agreement,
whether this Agreement is closed or Terminated, neither Purchaser nor Seller shall make or permit to be
made any public announcements or press releases concerning the existence of this Agreement, the terms
of the purchase of the Property or any other information concerning this Agreement or the transaction
contemplated herein, without the prior written consent of Seller and Purchaser.
10.16 Confidentiality. The terms of this Agreement shall remain confidential, except to the extent
disclosure is required by the Federal Reserve or other governmental authorities or required in order to close
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Sun City CA6-148 15
the transactions contemplated in this Agreement. From and after the date of this Agreement, except with the
prior written consent of the other party, neither Purchaser nor Seller shall prior to Closing make or permit to
be made any public announcements or press releases concerning this Agreement, the terms of the purchase of
the Property or any other information concerning this Agreement or the transaction contemplated herein.
After the Closing, the parties will agree on the information contained in any press release or announcement as
to the Closing of the transaction contemplated by this Agreement. This provision shall survive the Closing of
this Agreement.
10.17 Section 1031 Exchange. Either Seller or Purchaser shall have the right to treat this Property
as part of a tax-deferred like-kind exchange under Section 1031 of the Internal Revenue Code and, to that
end, shall have the right to assign or otherwise alter this Agreement in order to accomplish that objective,
provided the net economic effect (including the date of Closing and the exposure of the parties to liability)
shall be essentially the same as under this original Agreement.
10.18 Digital Image; Facsimile Execution. A facsimile, digital or electronic copy (such as a pdf
or other computer image) of this Agreement or any of the documents to be delivered at Closing under
Section 6.5 and 6.6, and any signatures thereon, shall be considered for all purposes as originals when
delivered and shall be valid and effective to bind the party so signing when delivered and released by the
party so signing. The parties agree to accept a digital image of this Agreement or any of the documents to
be delivered at Closing under Section 6.5 and 6.6, as executed, as a true and correct original and
admissible as best evidence for the purposes of State law, Federal Rule of Evidence 1002, and like
statutes and regulations, and to the extent permitted by a court with proper jurisdiction. Notwithstanding
the foregoing, originals of the Deed and any local filings related thereto that are required to be recorded or
filed as original signed copies shall be delivered in accordance with Article 6.
10.19 Economic Sanctions Compliance. Purchaser represents that neither Purchaser nor any of
its subsidiaries or, to the knowledge of the Purchaser, any director, officer, employee, agent, affiliate or
representative of the Purchaser is an individual or entity (“Person”) currently the subject of any sanctions
administered or enforced by the United States Department of Treasury’s Office of Foreign Assets Control
(“OFAC”), or other relevant sanctions authority (collectively, “Sanctions”), nor is Purchaser located,
organized or resident in a country or territory that is the subject of Sanctions; and Purchaser represents and
covenants that it has not knowingly engaged in, is not now knowingly engaged in, and shall not engage in,
any dealings or transactions with any Person, or in any country or territory, that is the subject of Sanctions.
10.20 Employee and Insiders Representation. If Purchaser is or includes an individual person,
Purchaser represents and warrants that it is not an employee or a spouse, domestic partner or dependent
child of an employee of Seller and that no employee or spouse, domestic partner or dependent child of an
employee of Seller has a controlling interest in Purchaser. If Purchaser is or includes an entity (such as a
limited liability company, partnership, corporation), Purchaser represents and warrants that no employee
or spouse, domestic partner or dependent child of an employee of Seller has a controlling interest in
Purchaser. If Purchaser is or includes a trust, Purchaser represents and warrants that neither Purchaser nor
any trustee or beneficiary of Purchaser is an employee or spouse, domestic partner or dependent child of
an employee of Seller and that no employee or spouse, domestic partner or dependent child of an
employee of Seller has a controlling interest in Purchaser. Without limiting the foregoing, the Prohibition
on the Purchase of Property by Bank of America Employees and Insiders Policy (“Policy”) prohibits
Bank of America employees and their spouses or domestic partners or dependent children that live with
the employee, or any other person residing in the household who derives his or her primary means of
financial support from the employee (herein, referred to as “Household Members”) from purchasing
Bank Controlled Properties (as defined in the Policy). The prohibition applies as well to directors,
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Sun City CA6-148 16
executive officers and any principal shareholders of Bank of America (together referred to as “Insiders”
and defined further in the Regulation O policy). Per Regulation O, Insiders are further defined as a
Director, Regulation O Executive Officer, or a Related Interest (as defined in the Policy) of Bank of
America, National Association. Related Interests are further defined as a company, partnership, or other
legal entity that is controlled by an Insider, or a political or campaign committee that is controlled by or
that benefits that Insider. Control is defined generally as the abilit y to vote twenty-five percent (25%) or
more of any class of voting securities of an entity, the ability to control the election of a majority of the
directors of an entity, or the ability to exercise a controlling influence over the management or policies of
an entity. Purchaser represents and warrants that the transaction contemplated by this Agreement does
not violate the Policy.
10.21 Attorney Consultation. Purchaser acknowledges and agrees that it has either (a) executed
and delivered this Agreement only after review by, and consultation with, an attorney selected by
Purchaser, in order to allow Purchaser to be advised of the meaning and appropriateness of any of the
terms of this Agreement, or (b) waived the right for such review and consultation, as Purchaser has
determined that the terms of this Agreement are appropriate or that review by an attorney is not necessary
for Purchaser to proceed in accordance herewith.
10.22 Dispute Resolution. Seller and Purchaser agree that any action or proceeding by either of
them against the other arising out of or in connection with this Agreement shall, upon the motion of either
party, be submitted to arbitration. The parties shall cooperate in good faith to ensure that all necessary
and appropriate parties are included in the arbitration. The arbitrator shall have the authority to try all
issues, whether of fact or law, and to report a statement of decision to the court. To the extent not
inconsistent with State law, Seller and Purchaser shall use the procedures for arbitration and judicial
reference, if any, adopted by Judicial Arbitration and Mediation Services/Endispute (“JAMS”), as
relevant, to supplement any applicable State statutes, provided that the following rules and procedures
shall apply in all cases unless the parties agree otherwise:
(a) The proceedings shall be heard in the City of Los Angeles, California;
(b) Unless the parties agree otherwise, JAMS shall provide a list of three (3) reputable
arbitrators experienced in arbitrating commercial disputes to the parties who may each strike one (1) from
the list, and the parties shall consent to appointment of the remaining person as the arbitrator. If JAMS is
no longer in existence or unwilling to arbitrate the matter, then the American Arbitration Association shall
provide said list. If neither is willing or able to arbitrate the matter, then the trial court shall appoint the
arbitrator;
(c) Any dispute regarding the selection of the arbitrator shall be resolved by JAMS or the entity
providing the reference services; or if no entity is involved, by the court with appropriate jurisdiction;
(d) The arbitrator may require one (1) or more pre-hearing conferences;
(e) The parties shall be entitled to discovery as allowed by state law. The arbitrator shall
oversee discovery and may enforce all discovery orders in the same manner as any trial court judge;
(f) A stenographic record of the arbitration may be made, provided that the record shall remain
confidential except as may be necessary for post-hearing motions and any appeals;
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(g) The arbitrator’s statement of decision shall contain findings of fact and conclusions of law
to the extent applicable; and
(h) The arbitrator shall have the authority to rule on all post-hearing motions in the same
manner as a trial judge.
The statement of decision of the arbitrator upon all of the issues considered by the arbitrator shall be
binding upon the parties, and upon filing of the statement of decision with the clerk of the court, or with
the judge where there is no clerk, judgment may be entered thereon. The decision of the arbitr ator shall
be appealable as if rendered by the court. This provision shall in no way be construed to limit any valid
cause of action which may be brought by any of the parties.
BY INITIALING BELOW, THE PARTIES ACKNOWLEDGE THAT THEY HAVE READ AND
UNDERSTAND THE FOREGOING AND ACCEPT THAT BY CHOOSING ARBITRATION THEY
ARE GIVING UP THE RIGHT TO A JURY TRIAL.
Seller’s initials ___________ Purchaser’s initials ___________
IN ANY ACTION OR PROCEEDING ARISING HEREFROM, SELLER AND PURCHASER
HEREBY CONSENT TO (A) SUBJECT TO THE FOREGOING PROVISIONS OF THIS SECTION,
THE JURISDICTION OF ANY COMPETENT COURT IN THE STATE OF CALIFORNIA, AND
(B) SERVICE OF PROCESS BY ANY MEANS AUTHORIZED BY CALIFORNIA LAW. THE
PROVISIONS OF THIS SECTION SHALL SURVIVE THE EXPIRATION, TERMINATION OR
CLOSING OF THIS AGREEMENT.
(SIGNATURES FOLLOW ON NEXT PAGE)
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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed under
seal by persons duly empowered to bind the parties to perform their respective obligatio ns hereunder the
day and year set forth beside their respective signatures.
DATE OF EXECUTION
BY SELLER:
__________________, 202__
SELLER:
BANK OF AMERICA, NATIONAL
ASSOCIATION, a national banking
association
By:
Name: Kathleen M. Luongo
Title: Vice President
Date:
DATE OF EXECUTION
BY PURCHASER:
__________________, 202__
PURCHASER:
CITY OF MENIFEE, a municipal agency
By: ___________________________
Name: Armando G. Villa
Title: City Manager
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February 1 3
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Sun City CA6-148 19
ACKNOWLEDGMENT AND AGREEMENT BY THE ESCROW AGENT
The undersigned joins in execution of this Agreement for the purpose of acknowledging and agreeing to
the terms and provisions of this Agreement relative to the obligations of Escrow Agent hereunder,
including, without limitation, the Earnest Money Escrow Agreement Terms attached to this Agreement as
Exhibit B.
Escrow Agent has not, as of the date hereof, received the Earnest Money, but on receipt thereof shall
(a) hold the Earnest Money in accordance with this Agreement and the Earnest Money Escrow
Agreement Terms attached to this Agreement as Exhibit B, and (b) issue a notice of its receipt of the
Earnest Money to Purchaser and Seller by email to the addresses noted herein.
DATE OF EXECUTION
BY ESCROW AGENT:
__________________, 202__
ESCROW AGENT:
FIRST AMERICAN TITLE INSURANCE COMPANY
By: ________________________________
Name: __________________________
Title: ___________________________
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Sun City CA6-148 A-1
EXHIBIT A
LAND
Legal Description for the Land to be verified by title commitment and survey
Being that property situated in the City of Sun City, County of Riverside, State of California, described as
follows:
In the County of Riverside, State of California, lying within Section 28, Township 5 South, Range 3
West, San Bernardino Base and Meridian, being a portion of Lot 2 as shown on the amended map
“ROMOLA FARMS NO. 14”, in the Office of the County Recorder, Riverside County, filed in Map
Book 19 Page 56 Official Records of said County, further described as follows:
Beginning at the most northerly corner of Lot C, Sun City Boulevard, as shown on that certain map
entitled, “TRACT 2364”, recorded in the Office of the County Recorder, Riverside County, filed in Map
Book 43 Pages 57 through 65;
Thence Southerly along the easterly right-of-way line of Lot C, as shown on the hereinabove map
entitled, “TRACT 2364”, South 12° 32’ 49” East 185.29 feet and on a curve to the left, tangent to the
preceding course, having a radius of 15 feet through a central angle of 90° 37’ 39”, an arc distance of
23.73 feet to a point of compound curvature;
Thence along the Northerly property line of Cherry Hills Boulevard, as shown on said map entitled,
“TRACT 2364”, from said point of compound curvature on a curve to the left having a radius of 5,950.00
feet through a central angle of 2° 15’ 47”, an arc distance of 235.01 feet, to the true point of beginning;
Thence leaving said Northerly right of way line of Cherry Hills Boulevard on a radial line North 15° 26’
15” West 221.50 feet;
Thence North 73° 35’ 56” East 192.54 feet;
Thence South 17° 21’ 48” East 221.50 feet to a point on the Northerly right of way line of Cherry Hills
Boulevard, as shown on said map entitled, “TRACT 2364”;
Thence along the Northerly right of way of said Cherry Hills Boulevard on a curve to the right from the
tangent which bears South 72° 38’ 12” West, having a radius of 5,950.00 feet through a central angle of
1° 55’ 33”, an arc distance of 199.99 feet to the true point of beginning.
EXCEPTING THEREFROM Oil and Mineral Rights reserved in that Grant Deed recorded November 29,
1957 in Book 2185, Page 189 of Official Records of Riverside County, California.
Also known as Lot 2 of Tract Map No. 2344 recorded on December 11, 1963 in Book 48, Pages 78 and
79 Riverside County Official Records.
Address: 26800 Cherry Hills Blvd., Menifee, CA 92586
Riverside County Tax Parcel No. 337-310-009
DocuSign Envelope ID: C4DA1F5D-96E5-436F-B5FA-25067570931A
Purchaser’s Initials ___________
Sun City CA6-148 B-1
EXHIBIT B
EARNEST MONEY ESCROW AGREEMENT TERMS
These Earnest Money Escrow Agreement Terms are made by and among the Seller, Purchaser, and
Escrow Agent referenced in the Purchase and Sale Agreement (the “Agreement”).
RECITALS
Seller and Purchaser have entered into the Agreement concerning Property referenced in the Agreement.
In connection with the Agreement, Seller and Purchaser have requested Escrow Agent to receive funds to
be held in escrow and applied in accordance with the terms and conditions of this Escrow Agreement.
NOW THEREFORE, in consideration of the above recitals, the mutual promises set forth herein and
other good and valuable consideration, the parties agree as follows:
1. ESCROW AGENT. First American Title Insurance Company hereby agrees to act as Escrow Agent
in accordance with the terms and conditions hereof.
2. INITIAL DEPOSIT/ADDITIONAL DEPOSITS. Escrow Agent shall receive an initial deposit in the
amount set forth in Section 3.1 of the Agreement. Any additional amounts deposited with Escrow
Agent shall be added to the initial deposit and together with the initial deposit and all interest and
other earnings thereon shall be referred to herein collectively as the “Escrow Fund”.
3. DEPOSITS OF FUNDS. All checks, money orders or drafts will be processed for collection in the
normal course of business. Escrow Agent may initially deposit such funds in its custodial or escrow
accounts which may result in the funds being commingled with escrow funds of others for a time;
however, as soon as the Escrow Fund has been credited as collected funds to Escrow Agent’s
account, then Escrow Agent shall immediately deposit the Escrow Fund into an interest bearing
account with any reputable trust company, bank, savings bank, savings association, or other financial
services entity approved by Seller and Purchaser, not to be unreasonably withheld. Deposits held by
Escrow Agent shall be subject to the provisions of applicable state statutes governing unclaimed
property. Seller and Purchaser will execute the appropriate Internal Revenue Service documentation
for the giving of taxpayer identification information relating to this account. Seller and Purchaser do
hereby certify that each is aware the Federal Deposit Insurance Corporation coverages apply to a
maximum amount of $250,000.00 per depositor. Further, Seller and Purchaser understand that
Escrow Agent assumes no responsibility for, nor will Seller or Purchaser hold same liable for any loss
occurring which arises from a situation or event under the Federal Deposit Insurance Corporation
coverages.
3.1. All interest will accrue to and be reported to the Internal Revenue Service for the account of
Purchaser, at the address set forth in Section 10.1 of the Agreement, Tax Identification
No: ___________.
3.2. Escrow Agent shall not be responsible for any penalties, or loss of principal or interest, or any
delays in the withdrawal of the funds which may be imposed by the depository institution as a
result of the making or redeeming of the investment pursuant to Seller and Purchaser
instructions.
DocuSign Envelope ID: C4DA1F5D-96E5-436F-B5FA-25067570931A
Purchaser’s Initials ___________
Sun City CA6-148 B-2
4. DISBURSEMENT OF ESCROW FUND. Escrow Agent may disburse all or any portion of the
Escrow Fund in accordance with and in reliance upon written instructions from both Seller and
Purchaser. The Escrow Agent shall have no responsibility to make an investigation or determination
of any facts underlying such instructions or as to whether any conditions upon which the funds are to
be released have been fulfilled or not fulfilled, or to whom funds are released. If Escrow Agent
receives a notice from Seller or Purchaser that the Agreement has been Terminated other than
pursuant to Section 8.2 of the Agreement on account of Seller’s default, Escrow Agent shall
immediately deliver all of the Escrow Fund to Seller. Escrow Agent shall release the Escrow Fund to
Seller without the consent of Purchaser or notice to Purchaser.
5. DEFAULT AND/OR DISPUTES. In the event any party to the transaction underlying this
Agreement shall tender any performance after the time when such performance was due, Escrow
Agent may proceed under this Agreement unless one of the parties to this Agreement shall give to the
Escrow Agent written direction to stop further performance of the Escrow Agent’s functions
hereunder. In the event written notice of default or dispute is given to the Escrow Agent by any party,
or if Escrow Agent receives contrary written instructions from any party, the Escrow Agent will
promptly notify all parties of such notice. Thereafter, Escrow Agent will decline to disburse funds or
to deliver any instrument or otherwise continue to perform its escrow functions, except upon receipt
of a mutual written agreement of the parties or upon an appropriate order of court. In the even t of a
dispute, the Escrow Agent is authorized to deposit the escrow into a court of competent jurisdiction
for a determination as to the proper disposition of said funds. In the event that the funds are deposited
in court, the Escrow Agent shall be entitled to file a claim in the proceeding for its costs and counsel
fees, if any. Notwithstanding the foregoing, if Escrow Agent receives a notice from Seller that the
Agreement has been Terminated based on Purchaser’s default, in accordance with Section 8.1 of the
Agreement, Escrow Agent shall immediately deliver all of the Escrow Fund to Seller without the
consent of Purchaser or notice to Purchaser.
6. PERFORMANCE OF DUTIES. In performing any of its duties under this Agreement, or upon the
claimed failure to perform its duties hereunder, Escrow Agent shall not be liable to anyone for any
damages, losses or expenses which may occur as a result of Escrow Agent so acting, or failing to act;
provided, however, Escrow Agent shall be liable for damages arising out of its willful default or gross
negligence under this Agreement. Accordingly, Escrow Agent shall not incur any such liability with
respect to (i) any good faith act or omission upon advice of counsel given with respect to any
questions relating to the duties and responsibilities of Escrow Agent hereunder, or (ii) any good faith
act or omission in reliance upon any document, including any written notice or instructions provided
for in the Agreement, not only as to its due execution and to the validity and effectiveness of its
provisions but also as to the truth and accuracy of any information contained therein, which Escrow
Agent shall in good faith believe to be genuine, to have been signed or presented by the proper person
or persons and to conform with the provisions of this Agreement.
7. LIMITATIONS OF LIABILITY. Escrow Agent shall not be liable for any loss or damage resulting
from the following:
7.1. The effect of the transaction underlying this Agreement including without limitation, any defect
in the title to the real estate, any failure or delay in the surrender of possession of the property,
the rights or obligations of any party in possession of the property, the financial status or
insolvency of any other party, and/or any misrepresentation of fact made by any other party;
7.2. The default, error, act or failure to act by any other party to the escrow;
DocuSign Envelope ID: C4DA1F5D-96E5-436F-B5FA-25067570931A
Purchaser’s Initials ___________
Sun City CA6-148 B-3
7.3. Any loss, loss of value or impairment of funds which have been deposited in escrow while those
funds are in the course of collection or while those funds are on deposit in a depository
institution if such loss or loss of value or impairment results from the failure, insolvency or
suspension of a depository institution;
7.4. Any defects or conditions of title to any property that is the subject of this escrow provided,
however, that this limitation of liability shall not affect the liability of First American Title
Insurance Company under any title insurance policy which it has issued or may issue. NOTE:
No title insurance liability is created by this Agreement.
7.5. Escrow Agent’s compliance with any legal process including but not limited to, subpoena, writs,
orders, judgments and decrees of any court whether issued with or without jurisdiction and
whether or not subsequently vacated, modified, set aside or reversed.
8. HOLD HARMLESS. Purchaser and Seller shall indemnify the Escrow Agent and hold the Escrow
Agent harmless from all damage, costs, claims and expenses arising from performance of its duties as
Escrow Agent including reasonable attorneys’ fees, except for those damages, costs, claims and
expenses resulting from the gross negligence or willful misconduct of the Escrow Agent.
9. RELEASE OF PAYMENT. Payment of the funds so held in escrow by the Escrow Agent, in
accordance with the terms, conditions and provisions of this Escrow Agreement, shall fully and
completely discharge and exonerate the Escrow Agent from any and all future liability or obligations
of any nature or character at law or equity to the parties hereto or under this Agreement.
10. NOTICES. Shall be sent in accordance with the within Agreement.
11. MISCELLANEOUS.
11.1. This Agreement shall be binding upon and inure to the benefit of the parties respective
successors and assigns.
11.2. This Agreement shall be governed by and construed in accordance with the Laws of the
State in which the Property is located.
11.3. This Agreement may be executed in any number of counterparts, each of which shall be
deemed to be an original, but all of which, when taken together, shall constitute but one and the
same instrument.
11.4. Time shall be of the essence of this Agreement and each and every term and condition
hereof.
11.5. In the event a dispute arises between Purchaser and Seller under this Agreement, the
losing party shall pay the attorney’s fees and court costs of the prevailing party.
DocuSign Envelope ID: C4DA1F5D-96E5-436F-B5FA-25067570931A
Purchaser’s Initials ___________
Sun City CA6-148 C-1
EXHIBIT C
PERMITTED EXCEPTIONS TO DEED
1. Governmental rights of police power or eminent domain unless notice of the exercise of such
rights appears in the public records as of the date hereof; and the consequences of any law,
ordinance or governmental regulation including, but not limited to, building and zoning
ordinances.
2. Defects, liens, encumbrances, adverse claims or other matters (a) not known to the Grantor and
not shown by the public records but known to the Grantee as of the date hereof and not disclosed
in writing by the Grantee to the Grantor prior to the date hereof; (b) resulting in no loss or
damage to the Grantee; or (c) attaching or created subsequent to the date hereof.
3. Visible and apparent easements and all underground easements.
4. Taxes and assessments for the year of closing and subsequent years.
5. All judgments, liens (excluding construction liens), assessments, code enforcement liens,
encumbrances, declarations, mineral reservations, covenants, restrictions, reservations,
easements, agreements and any other matters as shown on the public records.
6. Any state of facts which an accurate survey or inspection of the Property would reveal, including
inland/tidal wetlands designation if applicable.
7. Any liens for municipal betterments assessed after the date of the within Agreeme nt and/or orders
for which assessments may be made after the date of the within Agreement.
8. (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.
9. Without limiting the foregoing, all covenants, conditions, restrictions and other matters of public
record recorded or filed in the applicable records of Riverside County, California, with respect to
the real property conveyed hereby.
10. All exceptions and other matters shown on that First American Title Insurance Company Title
Commitment No. NCS-CA6-148-NC, with an effective date of February 5, 2021 at 7:30 a.m.
DocuSign Envelope ID: C4DA1F5D-96E5-436F-B5FA-25067570931A
Purchaser’s Initials ___________
Sun City CA6-148 D-1
EXHIBIT D
FORM OF BILL OF SALE
BILL OF SALE AND ASSIGNMENT
FOR VALUE RECEIVED, BANK OF AMERICA, NATIONAL ASSOCIATION, a national
banking association (“Assignor”), hereby, as of _________ ___, 202__, sells, bargains, conveys, assigns,
transfers and sets over to ________________________, a _______________________ (“Assignee”), its
successors and assigns forever, all of Seller’s right, title and interest in and to the furniture, fixtures,
equipment and other items of personal property, if any, owned by Seller (collectively, the “Personal
Property”), all as located on or attached to the real estate and the building and improvements erected
thereon located at 26800 Cherry Hills Blvd., Menifee, California (the “Property”).
TO HAVE AND TO HOLD the above-mentioned Personal Property unto Assignee, its
successors and assigns forever.
Assignor covenants, represents and warrants that it has good and legal title to the Per sonal
Property free and clear of all claims, liens, security interests, charges and encumbrances, subject to the
Permitted Exceptions shown in any public records or listed in the Deed from Assignor to Assignee of
even date herewith conveying the Property, and that Assignor has the right to transfer and convey such
title to the Personal Property to Assignee. All terms, covenants, representations and warranties contained
herein shall be for and inure to the benefit of, and shall bind, the parties hereto and their respective
successors and assigns.
Assignee takes the Personal Property “AS IS” and “WITH ALL FAULTS” and acknowledges
that Assignor has not made and does not make any representations or warranties as to physical condition,
operation, merchantability, marketability, profitability, suitability or fitness for a particular use or purpose
or any other matter.
Notwithstanding anything contained herein to the contrary, no computer servers, desktop stations,
laptops, files, documents, records or other personal property which could reasonably be expected to
contain customer information, proprietary information or other confidential information (collectively, the
“Protected Items”) shall become the property of or shall be disposed of by Assignee. In the event any
Protected Items remain on the Property after closing, Assignee agrees to notify Assignor immediately and
to promptly provide access during normal business hours for Assignor to retrieve said items; it being
acknowledged by both Assignee and Assignor that such items may contain sensitive, confidential and/or
proprietary information which is subject to federal regulations as to ownership, possession, storage,
disposal, removal or other handling. Further, Assignee agrees not to make any copies of the information
contained in the Protected Items, nor display or disseminate the Protected Items or the information
contained therein to any third parties. Assignee agrees that it will not contact any media outlet or other
third party to publicize any Protected Items left on the Property. In addition, upon request, Assignee
agrees to execute a certificate in a form prepared and provided by the Assignor, attesting under penalty of
perjury to the foregoing. This provision shall survive the Closing of the sale of the Property.
The parties agree to accept a digital image of this Bill of Sale and Assignment, as executed, as a
true and correct original and admissible as best evidence for the purposes of State law, Federal Rule of
Evidence 1002, and the like statutes and regulations.
DocuSign Envelope ID: C4DA1F5D-96E5-436F-B5FA-25067570931A
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Sun City CA6-148 D-2
IN WITNESS WHEREOF and intending to be legally bound hereby, the undersigned have
executed this Bill of Sale and Assignment as of the date first set forth hereinabove.
ASSIGNOR:
BANK OF AMERICA, NATIONAL ASSOCIATION, a
national banking association
By: ________________________________
Name: Kathleen M. Luongo
Title: Vice President
ASSIGNEE:
________________________, a _______________________
By: ________________________________
Name: __________________________
Title: ___________________________
DocuSign Envelope ID: C4DA1F5D-96E5-436F-B5FA-25067570931A